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%. In the last 12 months, the industry was up 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 |
|---|---|---|---|---|---|---|
| Mon, 10 Aug 2026 | NT$22.2t | NT$17.0t | NT$606.5b | 31.1x | 36.6x | 1.3x |
| Wed, 08 Jul 2026 | NT$23.9t | NT$16.5t | NT$551.1b | 39.8x | 43.4x | 1.5x |
| Fri, 05 Jun 2026 | NT$26.4t | NT$16.5t | NT$550.8b | 41x | 47.9x | 1.6x |
| Sun, 03 May 2026 | NT$21.5t | NT$15.5t | NT$532.8b | 27.8x | 40.3x | 1.4x |
| Tue, 31 Mar 2026 | NT$16.2t | NT$15.4t | NT$509.2b | 24.2x | 31.8x | 1x |
| Thu, 26 Feb 2026 | NT$16.3t | NT$14.7t | NT$498.0b | 24.3x | 32.8x | 1.1x |
| Sat, 24 Jan 2026 | NT$14.4t | NT$14.7t | NT$494.0b | 24.2x | 29.1x | 1x |
| Mon, 22 Dec 2025 | NT$12.1t | NT$14.7t | NT$493.9b | 21.9x | 24.6x | 0.8x |
| Wed, 19 Nov 2025 | NT$11.8t | NT$14.7t | NT$493.8b | 20.3x | 23.9x | 0.8x |
| Fri, 17 Oct 2025 | NT$12.0t | NT$14.4t | NT$460.9b | 22.1x | 26.1x | 0.8x |
| Sun, 14 Sep 2025 | NT$11.4t | NT$14.4t | NT$460.5b | 23.2x | 24.7x | 0.8x |
| Tue, 12 Aug 2025 | NT$10.2t | NT$14.0t | NT$467.5b | 21x | 21.9x | 0.7x |
| Thu, 10 Jul 2025 | NT$8.6t | NT$14.0t | NT$473.0b | 19x | 18.2x | 0.6x |
| Sat, 07 Jun 2025 | NT$8.1t | NT$14.0t | NT$473.0b | 18.7x | 17.2x | 0.6x |
| Mon, 05 May 2025 | NT$7.7t | NT$13.4t | NT$435.2b | 18.5x | 17.7x | 0.6x |
| Wed, 02 Apr 2025 | NT$8.0t | NT$13.4t | NT$427.6b | 19.1x | 18.7x | 0.6x |
| Fri, 28 Feb 2025 | NT$9.0t | NT$12.9t | NT$406.2b | 24.4x | 22.1x | 0.7x |
| Sun, 26 Jan 2025 | NT$9.1t | NT$12.9t | NT$404.8b | 22.7x | 22.4x | 0.7x |
| Tue, 24 Dec 2024 | NT$9.1t | NT$12.9t | NT$405.3b | 22.9x | 22.5x | 0.7x |
| Thu, 21 Nov 2024 | NT$9.2t | NT$12.9t | NT$404.1b | 22.7x | 22.7x | 0.7x |
| Sat, 19 Oct 2024 | NT$9.4t | NT$12.3t | NT$394.2b | 23.2x | 23.8x | 0.8x |
| Mon, 16 Sep 2024 | NT$8.8t | NT$12.3t | NT$394.1b | 22.7x | 22.3x | 0.7x |
| Wed, 14 Aug 2024 | NT$8.9t | NT$11.9t | NT$386.4b | 24.3x | 23x | 0.7x |
| Fri, 12 Jul 2024 | NT$10.2t | NT$11.7t | NT$365.4b | 26.4x | 28x | 0.9x |
| Sun, 09 Jun 2024 | NT$8.8t | NT$11.7t | NT$364.9b | 24.3x | 24.1x | 0.7x |
| Tue, 07 May 2024 | NT$8.4t | NT$11.7t | NT$331.7b | 24.6x | 25.3x | 0.7x |
| Thu, 04 Apr 2024 | NT$8.4t | NT$11.7t | NT$329.1b | 24.9x | 25.5x | 0.7x |
| Sat, 02 Mar 2024 | NT$7.3t | NT$11.9t | NT$314.8b | 22.4x | 23.3x | 0.6x |
| Mon, 29 Jan 2024 | NT$7.0t | NT$11.8t | NT$306.5b | 21x | 22.7x | 0.6x |
| Wed, 27 Dec 2023 | NT$7.0t | NT$11.8t | NT$306.5b | 21.5x | 22.8x | 0.6x |
| Fri, 24 Nov 2023 | NT$6.8t | NT$11.8t | NT$306.9b | 20.9x | 22.2x | 0.6x |
| Sun, 22 Oct 2023 | NT$6.5t | NT$12.1t | NT$325.6b | 18x | 20.1x | 0.5x |
| Tue, 19 Sep 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.7x | 21x | 0.6x |
| Thu, 17 Aug 2023 | NT$6.6t | NT$12.1t | NT$322.3b | 17.6x | 20.5x | 0.5x |
20.5x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | 2.94% | |
| Tech | 3.16% | |
| Electronic Equipment and Components | 7.06% | |
| Electronic Components | 8.15% | |
| Technology Distributors | 6.71% | |
| Electronic Equipment and Instruments | 4.46% | |
| Electronic Manufacturing Services | 3.84% | |
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 |