Narrative Update • Aug 06
Over the last 7 days, the Electronic Equipment and Components industry has risen 7.1%, driven by gains from Delta Electronics of 15%. Meanwhile, E Ink Holdings actually underperformed within the industry, shrinking 6.6% in the last week. This takes the industry's 12 month performance to a gain of 115%. Looking forward, earnings are forecast to grow by 33% annually.
Has the Taiwanese Electronic Equipment and Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 11 Aug 2026 | NT$23.1t | NT$17.0t | NT$609.0b | 31.6x | 37.9x | 1.4x |
| Thu, 09 Jul 2026 | NT$24.0t | NT$16.5t | NT$551.1b | 39.5x | 43.6x | 1.5x |
| Sat, 06 Jun 2026 | NT$25.8t | NT$16.5t | NT$550.8b | 41.4x | 46.9x | 1.6x |
| Mon, 04 May 2026 | NT$21.5t | NT$15.5t | NT$532.8b | 27.8x | 40.4x | 1.4x |
| Wed, 01 Apr 2026 | NT$15.3t | NT$15.4t | NT$509.7b | 23.8x | 30x | 1x |
| Fri, 27 Feb 2026 | NT$16.4t | NT$14.8t | NT$509.3b | 24.8x | 32.2x | 1.1x |
| Sun, 25 Jan 2026 | NT$14.4t | NT$14.7t | NT$494.0b | 24.2x | 29.1x | 1x |
| Tue, 23 Dec 2025 | NT$12.5t | NT$14.7t | NT$493.9b | 22.1x | 25.2x | 0.8x |
| Thu, 20 Nov 2025 | NT$11.7t | NT$14.7t | NT$494.0b | 20x | 23.8x | 0.8x |
| Sat, 18 Oct 2025 | NT$11.9t | NT$14.4t | NT$461.0b | 21.5x | 25.8x | 0.8x |
| Mon, 15 Sep 2025 | NT$11.4t | NT$14.4t | NT$460.5b | 23.2x | 24.7x | 0.8x |
| Wed, 13 Aug 2025 | NT$10.3t | NT$14.0t | NT$468.1b | 21.2x | 21.9x | 0.7x |
| Fri, 11 Jul 2025 | NT$8.7t | NT$14.0t | NT$473.0b | 19.1x | 18.4x | 0.6x |
| Sun, 08 Jun 2025 | NT$8.1t | NT$14.0t | NT$472.9b | 18.7x | 17.2x | 0.6x |
| Tue, 06 May 2025 | NT$7.5t | NT$13.4t | NT$435.4b | 18.2x | 17.3x | 0.6x |
| Thu, 03 Apr 2025 | NT$8.1t | NT$13.4t | NT$427.6b | 19.2x | 18.9x | 0.6x |
| Sat, 01 Mar 2025 | NT$9.0t | NT$12.9t | NT$410.2b | 24.4x | 21.8x | 0.7x |
| Mon, 27 Jan 2025 | NT$9.1t | NT$12.9t | NT$404.8b | 22.7x | 22.4x | 0.7x |
| Wed, 25 Dec 2024 | NT$9.1t | NT$12.9t | NT$405.3b | 22.7x | 22.4x | 0.7x |
| Fri, 22 Nov 2024 | NT$9.1t | NT$12.9t | NT$404.1b | 22.5x | 22.6x | 0.7x |
| Sun, 20 Oct 2024 | NT$9.4t | NT$12.3t | NT$394.2b | 23.2x | 23.8x | 0.8x |
| Tue, 17 Sep 2024 | NT$8.9t | NT$12.3t | NT$394.1b | 22.7x | 22.6x | 0.7x |
| Thu, 15 Aug 2024 | NT$9.0t | NT$12.0t | NT$387.1b | 24.2x | 23.3x | 0.7x |
| Sat, 13 Jul 2024 | NT$10.0t | NT$11.7t | NT$365.5b | 25.7x | 27.3x | 0.9x |
| Mon, 10 Jun 2024 | NT$8.8t | NT$11.7t | NT$364.9b | 24.3x | 24.1x | 0.7x |
| Wed, 08 May 2024 | NT$8.5t | NT$11.7t | NT$329.4b | 24.8x | 25.7x | 0.7x |
| Fri, 05 Apr 2024 | NT$8.4t | NT$11.7t | NT$329.1b | 24.9x | 25.5x | 0.7x |
| Sun, 03 Mar 2024 | NT$7.3t | NT$11.8t | NT$314.3b | 22.4x | 23.4x | 0.6x |
| Tue, 30 Jan 2024 | NT$7.0t | NT$11.8t | NT$306.5b | 21.2x | 22.9x | 0.6x |
| Thu, 28 Dec 2023 | NT$7.1t | NT$11.8t | NT$306.5b | 21.7x | 23.1x | 0.6x |
| Sat, 25 Nov 2023 | NT$6.8t | NT$11.8t | NT$306.9b | 21.3x | 22.3x | 0.6x |
| Mon, 23 Oct 2023 | NT$6.5t | NT$12.1t | NT$325.6b | 18x | 20.1x | 0.5x |
| Wed, 20 Sep 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.6x | 21x | 0.6x |
| Fri, 18 Aug 2023 | NT$6.7t | NT$12.1t | NT$322.3b | 17.9x | 20.7x | 0.6x |
20.7x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | 3.84% | |
| Tech | 4.22% | |
| Electronic Equipment and Components | 9.93% | |
| Electronic Components | 11.69% | |
| Technology Distributors | 8.24% | |
| Electronic Equipment and Instruments | 6.62% | |
| Electronic Manufacturing Services | 4.64% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2308 Delta Electronics | NT$1.82k | 14.9% +NT$610.4b | 184.5% | PE57.8x | |
| 3037 Unimicron Technology | NT$992.00 | 14.7% +NT$208.3b | 596.1% | PE68.1x | |
| 2317 Hon Hai Precision Industry | NT$264.50 | 4.5% +NT$161.3b | 33.6% | PE18.8x | |
| 8046 Nan Ya Printed Circuit Board | NT$1.13k | 18.6% +NT$114.4b | 524.3% | PE132.8x | |
| 2383 Elite Material | NT$5.29k | 6.2% +NT$111.1b | 358.0% | PE82.7x |