Narrative Update • Sep 16
Over the last 7 days, the Electronic Equipment and Components industry has dropped 3.3%, driven by a pullback from Elite Material of 9.5%. Meanwhile, Delta Electronics actually outperformed within the industry, gaining 7.7% in the last week. This takes the industry's 12 month performance to a gain of 92%. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Fri, 18 Sep 2026 | NT$22.5t | NT$18.2t | NT$683.4b | 27.2x | 32.9x | 1.2x |
| Sun, 16 Aug 2026 | NT$24.1t | NT$18.2t | NT$651.2b | 29x | 37x | 1.3x |
| Tue, 14 Jul 2026 | NT$23.9t | NT$16.5t | NT$551.1b | 38.9x | 43.3x | 1.4x |
| Thu, 11 Jun 2026 | NT$24.8t | NT$16.5t | NT$550.9b | 40x | 45x | 1.5x |
| Sat, 09 May 2026 | NT$22.5t | NT$15.5t | NT$531.3b | 30.3x | 42.4x | 1.5x |
| Mon, 06 Apr 2026 | NT$15.9t | NT$15.4t | NT$513.0b | 24.2x | 31x | 1x |
| Wed, 04 Mar 2026 | NT$15.7t | NT$14.8t | NT$507.5b | 24.1x | 30.9x | 1.1x |
| Fri, 30 Jan 2026 | NT$14.4t | NT$14.7t | NT$494.0b | 23.8x | 29.1x | 1x |
| Sun, 28 Dec 2025 | NT$12.6t | NT$14.7t | NT$493.9b | 22.1x | 25.5x | 0.9x |
| Tue, 25 Nov 2025 | NT$11.7t | NT$14.7t | NT$493.5b | 20.3x | 23.7x | 0.8x |
| Thu, 23 Oct 2025 | NT$12.4t | NT$14.4t | NT$461.0b | 22.3x | 26.8x | 0.9x |
| Sat, 20 Sep 2025 | NT$11.6t | NT$14.4t | NT$460.5b | 23.6x | 25.1x | 0.8x |
| Mon, 18 Aug 2025 | NT$10.6t | NT$14.4t | NT$460.5b | 22.4x | 23.1x | 0.7x |
| Wed, 16 Jul 2025 | NT$8.8t | NT$14.0t | NT$473.0b | 19.1x | 18.7x | 0.6x |
| Fri, 13 Jun 2025 | NT$8.3t | NT$14.0t | NT$473.0b | 19x | 17.6x | 0.6x |
| Sun, 11 May 2025 | NT$7.8t | NT$13.5t | NT$443.9b | 18.7x | 17.5x | 0.6x |
| Tue, 08 Apr 2025 | NT$7.3t | NT$13.4t | NT$427.7b | 17.1x | 17x | 0.5x |
| Thu, 06 Mar 2025 | NT$8.9t | NT$13.0t | NT$412.1b | 24.3x | 21.5x | 0.7x |
| Sat, 01 Feb 2025 | NT$9.1t | NT$12.9t | NT$404.8b | 22.7x | 22.4x | 0.7x |
| Mon, 30 Dec 2024 | NT$9.2t | NT$12.9t | NT$404.8b | 23.5x | 22.8x | 0.7x |
| Wed, 27 Nov 2024 | NT$9.2t | NT$12.9t | NT$404.2b | 23.5x | 22.9x | 0.7x |
| Fri, 25 Oct 2024 | NT$9.5t | NT$12.3t | NT$394.6b | 23.5x | 24x | 0.8x |
| Sun, 22 Sep 2024 | NT$8.9t | NT$12.3t | NT$394.1b | 23.2x | 22.6x | 0.7x |
| Tue, 20 Aug 2024 | NT$9.1t | NT$12.3t | NT$394.8b | 22.9x | 23.1x | 0.7x |
| Thu, 18 Jul 2024 | NT$10.0t | NT$11.7t | NT$365.5b | 26.1x | 27.3x | 0.8x |
| Sat, 15 Jun 2024 | NT$9.2t | NT$11.7t | NT$365.0b | 24.9x | 25.3x | 0.8x |
| Mon, 13 May 2024 | NT$8.4t | NT$11.9t | NT$344.3b | 23.7x | 24.3x | 0.7x |
| Wed, 10 Apr 2024 | NT$8.4t | NT$11.7t | NT$329.1b | 25.2x | 25.6x | 0.7x |
| Fri, 08 Mar 2024 | NT$7.5t | NT$11.8t | NT$317.4b | 22.6x | 23.5x | 0.6x |
| Sun, 04 Feb 2024 | NT$7.0t | NT$11.8t | NT$306.5b | 21.4x | 23x | 0.6x |
| Tue, 02 Jan 2024 | NT$7.1t | NT$11.8t | NT$306.5b | 21.6x | 23.2x | 0.6x |
| Thu, 30 Nov 2023 | NT$6.9t | NT$11.8t | NT$306.5b | 21.3x | 22.6x | 0.6x |
| Sat, 28 Oct 2023 | NT$6.4t | NT$12.1t | NT$319.4b | 17.9x | 20x | 0.5x |
| Mon, 25 Sep 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.4x | 20.8x | 0.6x |
20.8x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | -1.43% | |
| Tech | -2.13% | |
| Electronic Equipment and Components | -3.29% | |
| Technology Distributors | 1.59% | |
| Electronic Manufacturing Services | -0.11% | |
| Electronic Equipment and Instruments | -3.35% | |
| Electronic Components | -4.26% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2308 Delta Electronics | NT$1.74k | 7.1% +NT$298.7b | 95.4% | PE55.2x | |
| 2360 Chroma ATE | NT$2.29k | 6.0% +NT$55.1b | 282.9% | PE58.4x | |
| 2317 Hon Hai Precision Industry | NT$250.50 | 1.0% +NT$35.1b | 17.1% | PE16.5x | |
| 3036 WT Microelectronics | NT$205.50 | 7.6% +NT$18.4b | 47.8% | PE10.7x | |
| 3702 WPG Holdings | NT$114.50 | 7.5% +NT$13.4b | 74.0% | PE9.7x |