Narrative Update • Jun 17
Over the last 7 days, the Electronic Equipment and Components industry has risen 7.2%, driven by gains from Yageo of 26%. In the last 12 months, the industry was up 226%. As for the next few years, earnings are expected to grow by 34% per annum.
Has the Taiwanese Electronic Equipment and Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 20 Jun 2026 | NT$26.8t | NT$16.5t | NT$551.3b | 42.8x | 48.6x | 1.6x |
| Mon, 18 May 2026 | NT$22.5t | NT$16.4t | NT$553.0b | 31.3x | 40.6x | 1.4x |
| Wed, 15 Apr 2026 | NT$18.6t | NT$15.4t | NT$513.0b | 28.6x | 36.2x | 1.2x |
| Fri, 13 Mar 2026 | NT$15.7t | NT$14.9t | NT$503.3b | 25x | 31.3x | 1.1x |
| Sun, 08 Feb 2026 | NT$13.9t | NT$14.7t | NT$493.9b | 23.2x | 28.1x | 0.9x |
| Tue, 06 Jan 2026 | NT$12.9t | NT$14.7t | NT$493.9b | 22.7x | 26.2x | 0.9x |
| Thu, 04 Dec 2025 | NT$12.4t | NT$14.7t | NT$493.9b | 21.5x | 25.2x | 0.8x |
| Sat, 01 Nov 2025 | NT$12.8t | NT$14.4t | NT$468.1b | 22.1x | 27.3x | 0.9x |
| Mon, 29 Sep 2025 | NT$11.4t | NT$14.4t | NT$460.5b | 22.6x | 24.7x | 0.8x |
| Wed, 27 Aug 2025 | NT$10.8t | NT$14.4t | NT$460.2b | 22.9x | 23.5x | 0.8x |
| Fri, 25 Jul 2025 | NT$9.2t | NT$14.0t | NT$472.8b | 18.7x | 19.4x | 0.7x |
| Sun, 22 Jun 2025 | NT$8.1t | NT$14.0t | NT$473.0b | 18.7x | 17.2x | 0.6x |
| Tue, 20 May 2025 | NT$7.9t | NT$14.0t | NT$472.7b | 18.9x | 16.8x | 0.6x |
| Thu, 17 Apr 2025 | NT$7.1t | NT$13.4t | NT$427.9b | 17.5x | 16.6x | 0.5x |
| Sat, 15 Mar 2025 | NT$8.6t | NT$13.1t | NT$427.3b | 22.4x | 20.2x | 0.7x |
| Mon, 10 Feb 2025 | NT$9.0t | NT$12.9t | NT$404.9b | 23.4x | 22.3x | 0.7x |
| Wed, 08 Jan 2025 | NT$9.3t | NT$12.9t | NT$404.8b | 23.1x | 22.9x | 0.7x |
| Fri, 06 Dec 2024 | NT$9.3t | NT$12.9t | NT$405.2b | 23.9x | 23x | 0.7x |
| Sun, 03 Nov 2024 | NT$9.3t | NT$12.3t | NT$398.8b | 23.4x | 23.3x | 0.8x |
| Tue, 01 Oct 2024 | NT$9.0t | NT$12.3t | NT$394.1b | 23x | 22.8x | 0.7x |
| Thu, 29 Aug 2024 | NT$9.2t | NT$12.3t | NT$394.6b | 23.2x | 23.3x | 0.7x |
| Sat, 27 Jul 2024 | NT$9.2t | NT$11.7t | NT$365.5b | 24.2x | 25.1x | 0.8x |
| Mon, 24 Jun 2024 | NT$9.6t | NT$11.7t | NT$365.3b | 25.2x | 26.4x | 0.8x |
| Wed, 22 May 2024 | NT$8.4t | NT$11.7t | NT$364.9b | 23.6x | 23.1x | 0.7x |
| Fri, 19 Apr 2024 | NT$8.0t | NT$11.7t | NT$329.3b | 24.3x | 24.2x | 0.7x |
| Sun, 17 Mar 2024 | NT$7.7t | NT$11.7t | NT$329.3b | 22.4x | 23.4x | 0.7x |
| Tue, 13 Feb 2024 | NT$7.1t | NT$11.8t | NT$308.4b | 21.5x | 23x | 0.6x |
| Thu, 11 Jan 2024 | NT$6.8t | NT$11.8t | NT$306.5b | 20.6x | 22.1x | 0.6x |
| Sat, 09 Dec 2023 | NT$6.9t | NT$11.8t | NT$306.5b | 21.6x | 22.6x | 0.6x |
| Mon, 06 Nov 2023 | NT$6.5t | NT$12.1t | NT$320.4b | 18.6x | 20.3x | 0.5x |
| Wed, 04 Oct 2023 | NT$6.9t | NT$12.1t | NT$325.6b | 18.5x | 21.1x | 0.6x |
| Fri, 01 Sep 2023 | NT$6.7t | NT$12.1t | NT$321.6b | 18.2x | 20.9x | 0.6x |
| Sun, 30 Jul 2023 | NT$7.0t | NT$12.4t | NT$343.3b | 17.9x | 20.3x | 0.6x |
| Tue, 27 Jun 2023 | NT$6.8t | NT$12.5t | NT$355.9b | 16.6x | 19.2x | 0.5x |
19.2x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | 5.27% | |
| Tech | 5.45% | |
| Electronic Equipment and Components | 7.17% | |
| Electronic Components | 8.67% | |
| Technology Distributors | 3.85% | |
| Electronic Manufacturing Services | 2.99% | |
| Electronic Equipment and Instruments | 2.46% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2327 Yageo | NT$1.08k | 26.3% +NT$462.7b | 848.4% | PE85.1x | |
| 2383 Elite Material | NT$5.60k | 15.9% +NT$275.9b | 568.3% | PE121.5x | |
| 3008 Largan Precision | NT$5.20k | 29.2% +NT$155.9b | 121.5% | PE32.9x | |
| 3481 Innolux | NT$64.40 | 32.6% +NT$126.6b | 457.6% | PE560.7x | |
| 6274 Taiwan Union Technology | NT$1.84k | 28.3% +NT$117.0b | 782.2% | PE132.6x |