Narrative Update • May 17
Last week, the Electronic Equipment and Components industry hasn't moved much but Yageo is up 28% in that time. As for the the longer term, the industry is up 175% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Tue, 19 May 2026 | NT$22.4t | NT$16.4t | NT$546.7b | 33.3x | 41x | 1.4x |
| Thu, 16 Apr 2026 | NT$19.0t | NT$15.4t | NT$513.0b | 28.7x | 37.1x | 1.2x |
| Sat, 14 Mar 2026 | NT$16.0t | NT$14.9t | NT$507.5b | 25x | 31.5x | 1.1x |
| Mon, 09 Feb 2026 | NT$13.9t | NT$14.7t | NT$493.9b | 23.2x | 28.1x | 0.9x |
| Wed, 07 Jan 2026 | NT$13.2t | NT$14.7t | NT$493.9b | 23.4x | 26.8x | 0.9x |
| Fri, 05 Dec 2025 | NT$12.5t | NT$14.7t | NT$493.9b | 21.6x | 25.2x | 0.8x |
| Sun, 02 Nov 2025 | NT$12.8t | NT$14.4t | NT$473.2b | 22.3x | 27x | 0.9x |
| Tue, 30 Sep 2025 | NT$11.4t | NT$14.4t | NT$460.5b | 22.6x | 24.7x | 0.8x |
| Thu, 28 Aug 2025 | NT$11.0t | NT$14.4t | NT$459.9b | 22.8x | 23.9x | 0.8x |
| Sat, 26 Jul 2025 | NT$9.2t | NT$14.0t | NT$472.7b | 18.8x | 19.4x | 0.7x |
| Mon, 23 Jun 2025 | NT$8.1t | NT$14.0t | NT$473.0b | 18.7x | 17.2x | 0.6x |
| Wed, 21 May 2025 | NT$7.9t | NT$14.0t | NT$473.1b | 18.9x | 16.8x | 0.6x |
| Fri, 18 Apr 2025 | NT$7.1t | NT$13.4t | NT$427.9b | 17.5x | 16.5x | 0.5x |
| Sun, 16 Mar 2025 | NT$8.6t | NT$13.1t | NT$428.2b | 22.2x | 20.2x | 0.7x |
| Tue, 11 Feb 2025 | NT$8.9t | NT$12.9t | NT$404.9b | 23.5x | 22x | 0.7x |
| Thu, 09 Jan 2025 | NT$9.2t | NT$12.9t | NT$404.8b | 23.2x | 22.8x | 0.7x |
| Sat, 07 Dec 2024 | NT$9.3t | NT$12.9t | NT$405.1b | 23.5x | 22.9x | 0.7x |
| Mon, 04 Nov 2024 | NT$9.3t | NT$12.3t | NT$399.6b | 23.4x | 23.2x | 0.8x |
| Wed, 02 Oct 2024 | NT$9.0t | NT$12.3t | NT$394.2b | 22.9x | 22.9x | 0.7x |
| Fri, 30 Aug 2024 | NT$9.2t | NT$12.3t | NT$394.4b | 23.1x | 23.4x | 0.8x |
| Sun, 28 Jul 2024 | NT$9.2t | NT$11.7t | NT$365.5b | 24.2x | 25.1x | 0.8x |
| Tue, 25 Jun 2024 | NT$9.5t | NT$11.7t | NT$365.3b | 25.1x | 25.9x | 0.8x |
| Thu, 23 May 2024 | NT$8.5t | NT$11.7t | NT$364.9b | 24.1x | 23.4x | 0.7x |
| Sat, 20 Apr 2024 | NT$8.0t | NT$11.7t | NT$329.3b | 24.3x | 24.2x | 0.7x |
| Mon, 18 Mar 2024 | NT$7.7t | NT$11.7t | NT$329.7b | 22.4x | 23.4x | 0.7x |
| Wed, 14 Feb 2024 | NT$7.1t | NT$11.8t | NT$308.4b | 21.5x | 23x | 0.6x |
| Fri, 12 Jan 2024 | NT$6.8t | NT$11.8t | NT$306.5b | 20.8x | 22.1x | 0.6x |
| Sun, 10 Dec 2023 | NT$6.9t | NT$11.8t | NT$306.5b | 21.6x | 22.6x | 0.6x |
| Tue, 07 Nov 2023 | NT$6.6t | NT$12.1t | NT$320.2b | 18.6x | 20.6x | 0.5x |
| Thu, 05 Oct 2023 | NT$6.9t | NT$12.1t | NT$325.6b | 18.7x | 21.1x | 0.6x |
| Sat, 02 Sep 2023 | NT$6.8t | NT$12.1t | NT$321.8b | 18.4x | 21x | 0.6x |
| Mon, 31 Jul 2023 | NT$7.0t | NT$12.4t | NT$343.3b | 17.9x | 20.3x | 0.6x |
| Wed, 28 Jun 2023 | NT$6.7t | NT$12.5t | NT$355.9b | 16.3x | 18.9x | 0.5x |
| Fri, 26 May 2023 | NT$6.4t | NT$12.5t | NT$404.1b | 15.3x | 15.7x | 0.5x |
15.7x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | -2.22% | |
| Tech | -2.02% | |
| Electronic Equipment and Components | -3.25% | |
| Technology Distributors | 0.041% | |
| Electronic Manufacturing Services | -1.50% | |
| Electronic Components | -3.76% | |
| Electronic Equipment and Instruments | -4.23% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2327 Yageo | NT$501.00 | 28.0% +NT$225.2b | 317.5% | PE39.5x | |
| 3008 Largan Precision | NT$3.29k | 29.3% +NT$98.8b | 48.9% | PE20.8x | |
| 3481 Innolux | NT$38.70 | 19.8% +NT$51.1b | 178.4% | PE336.7x | |
| 8069 E Ink Holdings | NT$219.00 | 23.0% +NT$47.5b | 1.2% | PE22.7x | |
| 7861 Bellwether Electronic | NT$1.34k | 43.7% +NT$26.2b | n/a | PE79.6x |