Narrative Update • May 02
In the last week, the Electronic Equipment and Components industry is up 4.6%, with Hon Hai Precision Industry up 14%. In the same time, Unimicron Technology was down 7.4%. In the last 12 months, the industry was up 188%. Earnings are forecast to grow by 32% 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, 11 May 2026 | NT$22.5t | NT$15.5t | NT$533.1b | 30x | 42.3x | 1.4x |
| Wed, 08 Apr 2026 | NT$16.4t | NT$15.4t | NT$513.1b | 24.3x | 32x | 1.1x |
| Fri, 06 Mar 2026 | NT$15.4t | NT$14.8t | NT$508.1b | 23.8x | 30.3x | 1x |
| Sun, 01 Feb 2026 | NT$14.2t | NT$14.7t | NT$494.0b | 23.8x | 28.8x | 1x |
| Tue, 30 Dec 2025 | NT$12.7t | NT$14.7t | NT$493.9b | 22x | 25.7x | 0.9x |
| Thu, 27 Nov 2025 | NT$12.2t | NT$14.7t | NT$494.0b | 21.1x | 24.7x | 0.8x |
| Sat, 25 Oct 2025 | NT$12.3t | NT$14.4t | NT$461.0b | 23x | 26.7x | 0.9x |
| Mon, 22 Sep 2025 | NT$11.6t | NT$14.4t | NT$460.5b | 23.6x | 25.1x | 0.8x |
| Wed, 20 Aug 2025 | NT$10.6t | NT$14.4t | NT$460.5b | 22.8x | 23x | 0.7x |
| Fri, 18 Jul 2025 | NT$8.9t | NT$14.0t | NT$473.0b | 19.5x | 18.9x | 0.6x |
| Sun, 15 Jun 2025 | NT$8.2t | NT$14.0t | NT$473.0b | 18.8x | 17.4x | 0.6x |
| Tue, 13 May 2025 | NT$7.9t | NT$13.5t | NT$445.5b | 19x | 17.8x | 0.6x |
| Thu, 10 Apr 2025 | NT$6.0t | NT$13.4t | NT$427.9b | 14.9x | 14.1x | 0.5x |
| Sat, 08 Mar 2025 | NT$8.8t | NT$13.0t | NT$413.3b | 23.4x | 21.2x | 0.7x |
| Mon, 03 Feb 2025 | NT$9.1t | NT$12.9t | NT$404.8b | 22.7x | 22.4x | 0.7x |
| Wed, 01 Jan 2025 | NT$9.2t | NT$12.9t | NT$404.8b | 23.4x | 22.6x | 0.7x |
| Fri, 29 Nov 2024 | NT$9.0t | NT$12.9t | NT$404.2b | 22x | 22.2x | 0.7x |
| Sun, 27 Oct 2024 | NT$9.6t | NT$12.3t | NT$395.0b | 24x | 24.2x | 0.8x |
| Tue, 24 Sep 2024 | NT$8.9t | NT$12.3t | NT$394.1b | 23.2x | 22.6x | 0.7x |
| Thu, 22 Aug 2024 | NT$9.0t | NT$12.3t | NT$394.9b | 22.6x | 22.9x | 0.7x |
| Sat, 20 Jul 2024 | NT$9.5t | NT$11.7t | NT$365.5b | 24.9x | 26.1x | 0.8x |
| Mon, 17 Jun 2024 | NT$9.2t | NT$11.7t | NT$365.1b | 24.9x | 25.3x | 0.8x |
| Wed, 15 May 2024 | NT$8.5t | NT$11.9t | NT$344.7b | 24.1x | 24.5x | 0.7x |
| Fri, 12 Apr 2024 | NT$8.2t | NT$11.7t | NT$329.1b | 24.7x | 24.9x | 0.7x |
| Sun, 10 Mar 2024 | NT$7.4t | NT$11.8t | NT$317.6b | 22.3x | 23.2x | 0.6x |
| Tue, 06 Feb 2024 | NT$7.0t | NT$11.8t | NT$306.4b | 21.5x | 22.9x | 0.6x |
| Thu, 04 Jan 2024 | NT$7.0t | NT$11.8t | NT$306.5b | 21.2x | 22.7x | 0.6x |
| Sat, 02 Dec 2023 | NT$6.9t | NT$11.8t | NT$306.5b | 21.6x | 22.6x | 0.6x |
| Mon, 30 Oct 2023 | NT$6.4t | NT$12.1t | NT$330.2b | 17.9x | 19.4x | 0.5x |
| Wed, 27 Sep 2023 | NT$6.7t | NT$12.1t | NT$325.6b | 18.4x | 20.7x | 0.6x |
| Fri, 25 Aug 2023 | NT$6.7t | NT$12.1t | NT$321.4b | 18x | 21x | 0.6x |
| Sun, 23 Jul 2023 | NT$6.8t | NT$12.5t | NT$352.7b | 17.6x | 19.3x | 0.5x |
| Tue, 20 Jun 2023 | NT$6.9t | NT$12.5t | NT$355.9b | 16.6x | 19.4x | 0.6x |
| Thu, 18 May 2023 | NT$6.3t | NT$12.6t | NT$415.0b | 14.5x | 15.1x | 0.5x |
15.1x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | 6.70% | |
| Tech | 8.08% | |
| Electronic Equipment and Components | 4.57% | |
| Electronic Manufacturing Services | 13.64% | |
| Technology Distributors | 9.18% | |
| Electronic Components | 2.68% | |
| Electronic Equipment and Instruments | 2.18% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2317 Hon Hai Precision Industry | NT$252.50 | 11.0% +NT$349.1b | 65.0% | PE18.6x | |
| 2327 Yageo | NT$393.50 | 14.9% +NT$104.9b | 224.5% | PE31x | |
| 2308 Delta Electronics | NT$2.26k | 1.8% +NT$103.9b | 510.8% | PE83.3x | |
| 6274 Taiwan Union Technology | NT$1.45k | 30.2% +NT$96.7b | 792.0% | PE104.4x | |
| 3036 WT Microelectronics | NT$264.50 | 25.7% +NT$68.3b | 122.3% | PE19x |