Narrative Update • Sep 12
Over the last 7 days, the Electronic Equipment and Components industry has dropped 4.2%, driven by Delta Electronics declining 7.5%. Meanwhile, Nan Ya Printed Circuit Board actually outperformed within the industry, gaining 5.9% in the last week. This takes the industry's 12 month performance to a gain of 95%. 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 |
|---|---|---|---|---|---|---|
| Wed, 16 Sep 2026 | NT$22.5t | NT$18.2t | NT$683.4b | 26.2x | 32.9x | 1.2x |
| Fri, 14 Aug 2026 | NT$24.0t | NT$17.2t | NT$619.1b | 32.2x | 38.8x | 1.4x |
| Sun, 12 Jul 2026 | NT$24.1t | NT$16.5t | NT$551.1b | 39.3x | 43.7x | 1.5x |
| Tue, 09 Jun 2026 | NT$24.9t | NT$16.5t | NT$550.9b | 39.6x | 45.3x | 1.5x |
| Thu, 07 May 2026 | NT$22.7t | NT$15.5t | NT$529.9b | 29.3x | 42.9x | 1.5x |
| Sat, 04 Apr 2026 | NT$15.9t | NT$15.4t | NT$512.6b | 24.2x | 31.1x | 1x |
| Mon, 02 Mar 2026 | NT$16.4t | NT$14.8t | NT$507.6b | 24.8x | 32.3x | 1.1x |
| Wed, 28 Jan 2026 | NT$14.5t | NT$14.7t | NT$494.0b | 24.5x | 29.4x | 1x |
| Fri, 26 Dec 2025 | NT$12.5t | NT$14.7t | NT$493.9b | 21.9x | 25.3x | 0.9x |
| Sun, 23 Nov 2025 | NT$11.7t | NT$14.7t | NT$494.0b | 20.1x | 23.8x | 0.8x |
| Tue, 21 Oct 2025 | NT$11.9t | NT$14.4t | NT$461.0b | 22.3x | 25.8x | 0.8x |
| Thu, 18 Sep 2025 | NT$11.3t | NT$14.4t | NT$460.5b | 22.6x | 24.4x | 0.8x |
| Sat, 16 Aug 2025 | NT$10.6t | NT$14.3t | NT$465.7b | 22.1x | 22.8x | 0.7x |
| Mon, 14 Jul 2025 | NT$8.7t | NT$14.0t | NT$473.0b | 19.3x | 18.4x | 0.6x |
| Wed, 11 Jun 2025 | NT$8.3t | NT$14.0t | NT$472.9b | 18.6x | 17.5x | 0.6x |
| Fri, 09 May 2025 | NT$7.7t | NT$13.4t | NT$443.2b | 18.8x | 17.4x | 0.6x |
| Sun, 06 Apr 2025 | NT$8.1t | NT$13.4t | NT$427.7b | 19.2x | 18.9x | 0.6x |
| Tue, 04 Mar 2025 | NT$8.8t | NT$13.0t | NT$412.2b | 23.7x | 21.3x | 0.7x |
| Thu, 30 Jan 2025 | NT$9.1t | NT$12.9t | NT$404.8b | 22.7x | 22.4x | 0.7x |
| Sat, 28 Dec 2024 | NT$9.2t | NT$12.9t | NT$404.8b | 23.5x | 22.8x | 0.7x |
| Mon, 25 Nov 2024 | NT$9.2t | NT$12.9t | NT$404.8b | 22.5x | 22.8x | 0.7x |
| Wed, 23 Oct 2024 | NT$9.6t | NT$12.3t | NT$394.2b | 23.6x | 24.3x | 0.8x |
| Fri, 20 Sep 2024 | NT$8.9t | NT$12.3t | NT$394.1b | 23x | 22.5x | 0.7x |
| Sun, 18 Aug 2024 | NT$9.1t | NT$12.3t | NT$394.6b | 22.8x | 23x | 0.7x |
| Tue, 16 Jul 2024 | NT$10.0t | NT$11.7t | NT$365.5b | 25.9x | 27.3x | 0.9x |
| Thu, 13 Jun 2024 | NT$8.8t | NT$11.7t | NT$364.9b | 24x | 24.1x | 0.7x |
| Sat, 11 May 2024 | NT$8.4t | NT$11.8t | NT$331.4b | 24.3x | 25.3x | 0.7x |
| Mon, 08 Apr 2024 | NT$8.4t | NT$11.7t | NT$329.1b | 25x | 25.5x | 0.7x |
| Wed, 06 Mar 2024 | NT$7.4t | NT$11.9t | NT$317.8b | 22.6x | 23.4x | 0.6x |
| Fri, 02 Feb 2024 | NT$7.0t | NT$11.8t | NT$306.5b | 21.6x | 22.9x | 0.6x |
| Sun, 31 Dec 2023 | NT$7.1t | NT$11.8t | NT$306.5b | 21.6x | 23.2x | 0.6x |
| Tue, 28 Nov 2023 | NT$6.8t | NT$11.8t | NT$306.6b | 20.7x | 22.1x | 0.6x |
| Thu, 26 Oct 2023 | NT$6.5t | NT$12.1t | NT$319.6b | 18.5x | 20.4x | 0.5x |
| Sat, 23 Sep 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.4x | 20.8x | 0.6x |
20.8x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | -3.47% | |
| Tech | -4.06% | |
| Electronic Equipment and Components | -4.16% | |
| Technology Distributors | -0.84% | |
| Electronic Manufacturing Services | -1.84% | |
| Electronic Components | -4.53% | |
| Electronic Equipment and Instruments | -7.46% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 8046 Nan Ya Printed Circuit Board | NT$1.09k | 5.9% +NT$38.8b | 452.2% | PE127.5x | |
| 6274 Taiwan Union Technology | NT$1.37k | 1.9% +NT$7.2b | 360.5% | PE69.6x | |
| 3702 WPG Holdings | NT$107.00 | 2.4% +NT$4.2b | 63.4% | PE9.1x | |
| 3036 WT Microelectronics | NT$192.50 | 1.6% +NT$3.8b | 50.4% | PE10x | |
| 6173 Prosperity Dielectrics | NT$294.50 | 7.7% +NT$3.6b | 634.4% | PE55.5x |