Narrative Update • Jul 06
Over the last 7 days, the Electronic Equipment and Components industry has risen 1.7%, driven by gains from TXC of 12%. In the same time, Yageo was down 21%. In the last 12 months, the industry was up 195%. 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 |
|---|---|---|---|---|---|---|
| Tue, 07 Jul 2026 | NT$25.4t | NT$16.5t | NT$551.1b | 42x | 46x | 1.5x |
| Thu, 04 Jun 2026 | NT$27.1t | NT$16.5t | NT$550.8b | 41.5x | 49.2x | 1.6x |
| Sat, 02 May 2026 | NT$21.5t | NT$15.5t | NT$532.8b | 27.8x | 40.3x | 1.4x |
| Mon, 30 Mar 2026 | NT$16.5t | NT$15.4t | NT$509.9b | 24.8x | 32.4x | 1.1x |
| Wed, 25 Feb 2026 | NT$15.8t | NT$14.7t | NT$494.0b | 24.2x | 32x | 1.1x |
| Fri, 23 Jan 2026 | NT$14.2t | NT$14.7t | NT$494.0b | 24.3x | 28.8x | 1x |
| Sun, 21 Dec 2025 | NT$12.1t | NT$14.7t | NT$493.9b | 21.9x | 24.6x | 0.8x |
| Tue, 18 Nov 2025 | NT$12.1t | NT$14.7t | NT$499.8b | 21.1x | 24.3x | 0.8x |
| Thu, 16 Oct 2025 | NT$11.7t | NT$14.4t | NT$460.9b | 21.8x | 25.3x | 0.8x |
| Sat, 13 Sep 2025 | NT$11.4t | NT$14.4t | NT$460.1b | 23.2x | 24.7x | 0.8x |
| Mon, 11 Aug 2025 | NT$10.1t | NT$14.0t | NT$467.1b | 20.7x | 21.6x | 0.7x |
| Wed, 09 Jul 2025 | NT$8.5t | NT$14.0t | NT$473.0b | 18.8x | 18x | 0.6x |
| Fri, 06 Jun 2025 | NT$8.2t | NT$14.0t | NT$473.0b | 18.6x | 17.3x | 0.6x |
| Sun, 04 May 2025 | NT$7.7t | NT$13.4t | NT$435.1b | 18.5x | 17.7x | 0.6x |
| Tue, 01 Apr 2025 | NT$7.8t | NT$13.4t | NT$427.6b | 18.6x | 18.2x | 0.6x |
| Thu, 27 Feb 2025 | NT$9.1t | NT$12.9t | NT$409.0b | 24.5x | 22.3x | 0.7x |
| Sat, 25 Jan 2025 | NT$9.1t | NT$12.9t | NT$404.8b | 22.7x | 22.4x | 0.7x |
| Mon, 23 Dec 2024 | NT$8.9t | NT$12.9t | NT$405.3b | 22.9x | 22x | 0.7x |
| Wed, 20 Nov 2024 | NT$9.2t | NT$12.9t | NT$404.1b | 22.8x | 22.7x | 0.7x |
| Fri, 18 Oct 2024 | NT$9.4t | NT$12.3t | NT$394.2b | 23.5x | 23.9x | 0.8x |
| Sun, 15 Sep 2024 | NT$8.8t | NT$12.3t | NT$394.1b | 22.7x | 22.3x | 0.7x |
| Tue, 13 Aug 2024 | NT$8.8t | NT$12.0t | NT$385.8b | 23.9x | 22.8x | 0.7x |
| Thu, 11 Jul 2024 | NT$10.1t | NT$11.7t | NT$365.4b | 25.6x | 27.5x | 0.9x |
| Sat, 08 Jun 2024 | NT$8.8t | NT$11.7t | NT$364.9b | 24.3x | 24.1x | 0.7x |
| Mon, 06 May 2024 | NT$8.2t | NT$11.7t | NT$331.8b | 24.4x | 24.8x | 0.7x |
| Wed, 03 Apr 2024 | NT$8.4t | NT$11.7t | NT$329.1b | 24.6x | 25.6x | 0.7x |
| Fri, 01 Mar 2024 | NT$7.4t | NT$11.9t | NT$319.5b | 22.2x | 23x | 0.6x |
| Sun, 28 Jan 2024 | NT$7.0t | NT$11.8t | NT$306.5b | 21x | 22.7x | 0.6x |
| Tue, 26 Dec 2023 | NT$7.0t | NT$11.8t | NT$306.5b | 21.2x | 22.8x | 0.6x |
| Thu, 23 Nov 2023 | NT$6.8t | NT$11.9t | NT$307.8b | 20.4x | 22.1x | 0.6x |
| Sat, 21 Oct 2023 | NT$6.5t | NT$12.1t | NT$325.6b | 18x | 20.1x | 0.5x |
| Mon, 18 Sep 2023 | NT$6.9t | NT$12.1t | NT$325.6b | 18.5x | 21.1x | 0.6x |
| Wed, 16 Aug 2023 | NT$6.6t | NT$12.3t | NT$322.6b | 17.5x | 20.6x | 0.5x |
| Fri, 14 Jul 2023 | NT$6.9t | NT$12.5t | NT$354.1b | 16.9x | 19.3x | 0.5x |
19.3x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | 3.66% | |
| Tech | 3.78% | |
| Electronic Equipment and Components | 1.70% | |
| Electronic Equipment and Instruments | 6.41% | |
| Technology Distributors | 4.09% | |
| Electronic Components | 1.80% | |
| Electronic Manufacturing Services | -1.54% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3042 TXC | NT$210.00 | 12.0% +NT$7.6b | 148.5% | PE40x | |
| 6121 Simplo Technology | NT$447.00 | 7.1% +NT$5.5b | 23.0% | PE15.1x | |
| 3026 Holy Stone EnterpriseLtd | NT$867.00 | 3.0% +NT$4.1b | 1,018.7% | PE111.7x | |
| 6739 Grade Upon Technology | NT$1.19k | 13.9% +NT$3.4b | 205.4% | PE61.9x | |
| 3702 WPG Holdings | NT$109.00 | 1.9% +NT$3.4b | 57.1% | PE13.7x |