Narrative Update • Jun 09
Over the last 7 days, the Electronic Equipment and Components industry has dropped 8.7%, driven by a pullback from Delta Electronics of 11%. In contrast, Yageo has gained 13%. This takes the industry's 12 month performance to a gain of 194%. 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 |
|---|---|---|---|---|---|---|
| Fri, 12 Jun 2026 | NT$24.7t | NT$16.5t | NT$550.9b | 39.8x | 44.8x | 1.5x |
| Sun, 10 May 2026 | NT$22.5t | NT$15.5t | NT$531.3b | 30.3x | 42.4x | 1.5x |
| Tue, 07 Apr 2026 | NT$15.9t | NT$15.4t | NT$513.1b | 24.3x | 31x | 1x |
| Thu, 05 Mar 2026 | NT$14.7t | NT$14.8t | NT$507.7b | 23.3x | 29x | 1x |
| Sat, 31 Jan 2026 | NT$14.2t | NT$14.7t | NT$494.0b | 23.8x | 28.8x | 1x |
| Mon, 29 Dec 2025 | NT$12.6t | NT$14.7t | NT$493.9b | 22.1x | 25.5x | 0.9x |
| Wed, 26 Nov 2025 | NT$11.9t | NT$14.7t | NT$494.0b | 20.7x | 24.1x | 0.8x |
| Fri, 24 Oct 2025 | NT$12.3t | NT$14.4t | NT$461.0b | 23x | 26.7x | 0.9x |
| Sun, 21 Sep 2025 | NT$11.6t | NT$14.4t | NT$460.5b | 23.6x | 25.1x | 0.8x |
| Tue, 19 Aug 2025 | NT$10.8t | NT$14.4t | NT$460.5b | 22.7x | 23.5x | 0.8x |
| Thu, 17 Jul 2025 | NT$8.9t | NT$14.0t | NT$473.0b | 19.2x | 18.8x | 0.6x |
| Sat, 14 Jun 2025 | NT$8.2t | NT$14.0t | NT$473.0b | 18.8x | 17.4x | 0.6x |
| Mon, 12 May 2025 | NT$7.8t | NT$13.5t | NT$445.0b | 18.7x | 17.4x | 0.6x |
| Wed, 09 Apr 2025 | NT$6.6t | NT$13.4t | NT$427.7b | 16.4x | 15.5x | 0.5x |
| Fri, 07 Mar 2025 | NT$8.9t | NT$13.0t | NT$413.3b | 23.8x | 21.4x | 0.7x |
| Sun, 02 Feb 2025 | NT$9.1t | NT$12.9t | NT$404.8b | 22.7x | 22.4x | 0.7x |
| Tue, 31 Dec 2024 | NT$9.2t | NT$12.9t | NT$404.8b | 23.5x | 22.6x | 0.7x |
| Thu, 28 Nov 2024 | NT$9.0t | NT$12.9t | NT$404.2b | 22.2x | 22.4x | 0.7x |
| Sat, 26 Oct 2024 | NT$9.6t | NT$12.3t | NT$395.0b | 24x | 24.2x | 0.8x |
| Mon, 23 Sep 2024 | NT$8.9t | NT$12.3t | NT$394.1b | 23.2x | 22.6x | 0.7x |
| Wed, 21 Aug 2024 | NT$9.1t | NT$12.3t | NT$394.8b | 23x | 23.2x | 0.7x |
| Fri, 19 Jul 2024 | NT$9.7t | NT$11.7t | NT$365.5b | 25.6x | 26.6x | 0.8x |
| Sun, 16 Jun 2024 | NT$9.2t | NT$11.7t | NT$365.0b | 24.9x | 25.3x | 0.8x |
| Tue, 14 May 2024 | NT$8.4t | NT$11.9t | NT$344.6b | 24.2x | 24.4x | 0.7x |
| Thu, 11 Apr 2024 | NT$8.3t | NT$11.7t | NT$329.1b | 24.9x | 25.3x | 0.7x |
| Sat, 09 Mar 2024 | NT$7.4t | NT$11.8t | NT$317.5b | 22.3x | 23.2x | 0.6x |
| Mon, 05 Feb 2024 | NT$7.0t | NT$11.8t | NT$306.5b | 21.4x | 23x | 0.6x |
| Wed, 03 Jan 2024 | NT$7.1t | NT$11.8t | NT$306.5b | 21.5x | 23.1x | 0.6x |
| Fri, 01 Dec 2023 | NT$6.9t | NT$11.8t | NT$306.5b | 21.7x | 22.7x | 0.6x |
| Sun, 29 Oct 2023 | NT$6.4t | NT$12.0t | NT$301.0b | 18x | 21.3x | 0.5x |
| Tue, 26 Sep 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.5x | 21x | 0.6x |
| Thu, 24 Aug 2023 | NT$6.7t | NT$12.1t | NT$321.4b | 18x | 20.7x | 0.6x |
| Sat, 22 Jul 2023 | NT$6.8t | NT$12.5t | NT$352.7b | 17.6x | 19.4x | 0.5x |
| Mon, 19 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 | -5.67% | |
| Tech | -6.67% | |
| Electronic Equipment and Components | -6.61% | |
| Electronic Components | -4.73% | |
| Technology Distributors | -7.86% | |
| Electronic Manufacturing Services | -11.62% | |
| Electronic Equipment and Instruments | -13.57% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2327 Yageo | NT$852.00 | 10.8% +NT$170.7b | 622.8% | PE67.1x | |
| 4958 Zhen Ding Technology Holding | NT$552.00 | 9.5% +NT$51.4b | 449.3% | PE77.9x | |
| 3008 Largan Precision | NT$4.04k | 9.8% +NT$47.8b | 73.4% | PE25.6x | |
| 3026 Holy Stone EnterpriseLtd | NT$764.00 | 22.0% +NT$22.9b | 810.6% | PE98.4x | |
| 3090 Nichidenbo | NT$256.00 | 15.8% +NT$10.1b | 232.9% | PE53.3x |