Narrative Update • Jul 01
Over the last 7 days, the Electronic Equipment and Components industry has dropped 2.4%, driven by Hon Hai Precision Industry declining 3.2%. In contrast, Delta Electronics has gained 14%. This takes the industry's 12 month performance to a gain of 191%. Earnings are forecast to grow by 34% 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 |
|---|---|---|---|---|---|---|
| Sat, 04 Jul 2026 | NT$26.2t | NT$16.5t | NT$551.1b | 42.4x | 47.6x | 1.6x |
| Mon, 01 Jun 2026 | NT$26.5t | NT$16.5t | NT$550.8b | 40.3x | 48.1x | 1.6x |
| Wed, 29 Apr 2026 | NT$21.2t | NT$15.4t | NT$514.9b | 28.2x | 41.2x | 1.4x |
| Fri, 27 Mar 2026 | NT$16.5t | NT$15.5t | NT$509.5b | 24.5x | 32.4x | 1.1x |
| Sun, 22 Feb 2026 | NT$14.7t | NT$14.7t | NT$493.9b | 22.9x | 29.8x | 1x |
| Tue, 20 Jan 2026 | NT$13.8t | NT$14.7t | NT$494.0b | 24.4x | 27.9x | 0.9x |
| Thu, 18 Dec 2025 | NT$12.0t | NT$14.7t | NT$493.9b | 21.9x | 24.2x | 0.8x |
| Sat, 15 Nov 2025 | NT$12.3t | NT$14.5t | NT$485.0b | 21x | 25.3x | 0.8x |
| Mon, 13 Oct 2025 | NT$12.1t | NT$14.4t | NT$460.9b | 22.4x | 26.2x | 0.8x |
| Wed, 10 Sep 2025 | NT$11.0t | NT$14.4t | NT$459.9b | 22.8x | 24x | 0.8x |
| Fri, 08 Aug 2025 | NT$10.0t | NT$14.0t | NT$471.9b | 20.3x | 21.2x | 0.7x |
| Sun, 06 Jul 2025 | NT$8.6t | NT$14.0t | NT$473.0b | 18.9x | 18.1x | 0.6x |
| Tue, 03 Jun 2025 | NT$7.9t | NT$14.0t | NT$473.0b | 18.5x | 16.7x | 0.6x |
| Thu, 01 May 2025 | NT$7.4t | NT$13.4t | NT$427.5b | 18.5x | 17.4x | 0.6x |
| Sat, 29 Mar 2025 | NT$8.2t | NT$13.4t | NT$426.8b | 19.9x | 19.2x | 0.6x |
| Mon, 24 Feb 2025 | NT$9.2t | NT$12.9t | NT$408.4b | 24.5x | 22.5x | 0.7x |
| Wed, 22 Jan 2025 | NT$8.9t | NT$12.9t | NT$404.8b | 22.4x | 22.1x | 0.7x |
| Fri, 20 Dec 2024 | NT$9.0t | NT$12.9t | NT$405.3b | 22.6x | 22.2x | 0.7x |
| Sun, 17 Nov 2024 | NT$9.2t | NT$12.9t | NT$406.2b | 22.6x | 22.7x | 0.7x |
| Tue, 15 Oct 2024 | NT$9.1t | NT$12.3t | NT$394.2b | 23.2x | 23.2x | 0.7x |
| Thu, 12 Sep 2024 | NT$8.5t | NT$12.3t | NT$394.1b | 22.1x | 21.5x | 0.7x |
| Sat, 10 Aug 2024 | NT$8.6t | NT$11.9t | NT$383.5b | 23.1x | 22.4x | 0.7x |
| Mon, 08 Jul 2024 | NT$9.8t | NT$11.7t | NT$365.4b | 25.9x | 27x | 0.8x |
| Wed, 05 Jun 2024 | NT$8.7t | NT$11.7t | NT$365.2b | 23.9x | 23.7x | 0.7x |
| Fri, 03 May 2024 | NT$8.1t | NT$11.7t | NT$331.8b | 24.5x | 24.5x | 0.7x |
| Sun, 31 Mar 2024 | NT$8.2t | NT$11.7t | NT$328.6b | 23.3x | 25x | 0.7x |
| Tue, 27 Feb 2024 | NT$7.4t | NT$11.9t | NT$326.0b | 22.4x | 22.7x | 0.6x |
| Thu, 25 Jan 2024 | NT$6.9t | NT$11.8t | NT$306.5b | 21.1x | 22.6x | 0.6x |
| Sat, 23 Dec 2023 | NT$7.0t | NT$11.8t | NT$306.5b | 21.2x | 22.7x | 0.6x |
| Mon, 20 Nov 2023 | NT$6.7t | NT$11.9t | NT$309.3b | 19.5x | 21.7x | 0.6x |
| Wed, 18 Oct 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.5x | 21x | 0.6x |
| Fri, 15 Sep 2023 | NT$6.8t | NT$12.1t | NT$324.8b | 18.6x | 21x | 0.6x |
| Sun, 13 Aug 2023 | NT$6.7t | NT$12.3t | NT$328.0b | 17.6x | 20.4x | 0.5x |
| Tue, 11 Jul 2023 | NT$6.7t | NT$12.5t | NT$354.2b | 17.1x | 18.8x | 0.5x |
18.8x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | 5.10% | |
| Tech | 5.56% | |
| Electronic Equipment and Components | 6.22% | |
| Electronic Equipment and Instruments | 9.20% | |
| Electronic Components | 8.03% | |
| Technology Distributors | 2.85% | |
| Electronic Manufacturing Services | -3.13% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2308 Delta Electronics | NT$2.08k | 14.6% +NT$688.3b | 354.0% | PE76.5x | |
| 2383 Elite Material | NT$6.08k | 15.7% +NT$295.6b | 558.7% | PE131.9x | |
| 2360 Chroma ATE | NT$2.27k | 11.3% +NT$97.4b | 420.7% | PE71.4x | |
| 2327 Yageo | NT$1.05k | 3.0% +NT$61.7b | 756.6% | PE82.3x | |
| 6274 Taiwan Union Technology | NT$1.79k | 13.3% +NT$60.6b | 660.1% | PE129.3x |