Narrative Update • Jun 09
Over the last 7 days, the Electronic Equipment and Components industry has dropped 3.2%, driven by Hon Hai Precision Industry declining 8.4%. In contrast, Yageo has gained 11%. Over the past 12 months, the industry was up 200%. 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 |
|---|---|---|---|---|---|---|
| Sun, 14 Jun 2026 | NT$25.0t | NT$16.5t | NT$551.1b | 40.7x | 45.3x | 1.5x |
| Tue, 12 May 2026 | NT$23.1t | NT$15.8t | NT$538.0b | 30.8x | 43x | 1.5x |
| Thu, 09 Apr 2026 | NT$17.6t | NT$15.4t | NT$513.0b | 25.6x | 34.3x | 1.1x |
| Sat, 07 Mar 2026 | NT$15.4t | NT$14.8t | NT$508.5b | 24x | 30.2x | 1x |
| Mon, 02 Feb 2026 | NT$14.2t | NT$14.7t | NT$494.0b | 23.8x | 28.8x | 1x |
| Wed, 31 Dec 2025 | NT$12.7t | NT$14.7t | NT$493.9b | 22.3x | 25.6x | 0.9x |
| Fri, 28 Nov 2025 | NT$12.4t | NT$14.7t | NT$494.0b | 21.2x | 25x | 0.8x |
| Sun, 26 Oct 2025 | NT$12.3t | NT$14.4t | NT$461.0b | 23x | 26.7x | 0.9x |
| Tue, 23 Sep 2025 | NT$11.7t | NT$14.4t | NT$460.5b | 23.4x | 25.5x | 0.8x |
| Thu, 21 Aug 2025 | NT$10.2t | NT$14.4t | NT$460.5b | 22.3x | 22.2x | 0.7x |
| Sat, 19 Jul 2025 | NT$9.0t | NT$14.0t | NT$473.0b | 19.7x | 19.1x | 0.6x |
| Mon, 16 Jun 2025 | NT$8.2t | NT$14.0t | NT$473.0b | 18.8x | 17.4x | 0.6x |
| Wed, 14 May 2025 | NT$8.0t | NT$13.5t | NT$445.5b | 19.2x | 18x | 0.6x |
| Fri, 11 Apr 2025 | NT$6.6t | NT$13.4t | NT$427.9b | 16.5x | 15.5x | 0.5x |
| Sun, 09 Mar 2025 | NT$8.8t | NT$13.0t | NT$411.6b | 23.4x | 21.3x | 0.7x |
| Tue, 04 Feb 2025 | NT$8.6t | NT$12.9t | NT$404.8b | 22.4x | 21.3x | 0.7x |
| Thu, 02 Jan 2025 | NT$9.2t | NT$12.9t | NT$404.8b | 23.4x | 22.6x | 0.7x |
| Sat, 30 Nov 2024 | NT$9.0t | NT$12.9t | NT$404.2b | 23.1x | 22.3x | 0.7x |
| Mon, 28 Oct 2024 | NT$9.6t | NT$12.3t | NT$395.0b | 24x | 24.2x | 0.8x |
| Wed, 25 Sep 2024 | NT$9.0t | NT$12.3t | NT$394.1b | 23x | 22.9x | 0.7x |
| Fri, 23 Aug 2024 | NT$9.0t | NT$12.3t | NT$394.9b | 22.8x | 22.9x | 0.7x |
| Sun, 21 Jul 2024 | NT$9.6t | NT$11.7t | NT$365.5b | 24.9x | 26.2x | 0.8x |
| Tue, 18 Jun 2024 | NT$9.3t | NT$11.7t | NT$365.2b | 25.3x | 25.5x | 0.8x |
| Thu, 16 May 2024 | NT$8.5t | NT$11.9t | NT$348.9b | 23.9x | 24.2x | 0.7x |
| Sat, 13 Apr 2024 | NT$8.2t | NT$11.7t | NT$329.2b | 25x | 25.1x | 0.7x |
| Mon, 11 Mar 2024 | NT$7.4t | NT$11.8t | NT$317.6b | 22.3x | 23.2x | 0.6x |
| Wed, 07 Feb 2024 | NT$7.0t | NT$11.8t | NT$306.7b | 21.5x | 22.9x | 0.6x |
| Fri, 05 Jan 2024 | NT$6.9t | NT$11.8t | NT$306.5b | 21x | 22.6x | 0.6x |
| Sun, 03 Dec 2023 | NT$6.9t | NT$11.8t | NT$306.5b | 21.6x | 22.6x | 0.6x |
| Tue, 31 Oct 2023 | NT$6.4t | NT$12.1t | NT$330.2b | 18x | 19.3x | 0.5x |
| Thu, 28 Sep 2023 | NT$6.7t | NT$12.1t | NT$325.6b | 18.3x | 20.7x | 0.6x |
| Sat, 26 Aug 2023 | NT$6.6t | NT$12.1t | NT$321.4b | 18.1x | 20.7x | 0.6x |
| Mon, 24 Jul 2023 | NT$6.8t | NT$12.5t | NT$352.7b | 17.6x | 19.3x | 0.5x |
| Wed, 21 Jun 2023 | NT$6.9t | NT$12.5t | NT$355.9b | 16.6x | 19.3x | 0.6x |
19.3x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | -2.06% | |
| Tech | -2.60% | |
| Electronic Equipment and Components | -3.22% | |
| Electronic Components | -1.26% | |
| Technology Distributors | -7.23% | |
| Electronic Manufacturing Services | -8.27% | |
| Electronic Equipment and Instruments | -9.03% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2327 Yageo | NT$855.00 | 11.2% +NT$176.9b | 625.3% | PE67.4x | |
| 4958 Zhen Ding Technology Holding | NT$552.00 | 9.5% +NT$51.4b | 449.3% | PE77.9x | |
| 3008 Largan Precision | NT$4.02k | 9.2% +NT$45.1b | 72.5% | PE25.4x | |
| 3026 Holy Stone EnterpriseLtd | NT$764.00 | 22.0% +NT$22.9b | 810.6% | PE98.4x | |
| 6510 Chunghwa Precision Test Tech | NT$3.61k | 9.4% +NT$10.2b | 318.8% | PE105.9x |