Narrative Update • Sep 12
Over the last 7 days, the Electronic Equipment and Components industry has dropped 2.9%, driven by Delta Electronics declining 11%. On the other hand Unimicron Technology is actually up 8.3%. Over the past 12 months, the industry was up 97%. 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 |
|---|---|---|---|---|---|---|
| Mon, 14 Sep 2026 | NT$22.8t | NT$18.2t | NT$683.4b | 26.4x | 33.4x | 1.3x |
| Wed, 12 Aug 2026 | NT$23.3t | NT$17.1t | NT$609.3b | 32x | 38.3x | 1.4x |
| Fri, 10 Jul 2026 | NT$24.1t | NT$16.5t | NT$551.1b | 39.3x | 43.7x | 1.5x |
| Sun, 07 Jun 2026 | NT$25.8t | NT$16.5t | NT$550.8b | 41.4x | 46.9x | 1.6x |
| Tue, 05 May 2026 | NT$22.3t | NT$15.5t | NT$532.8b | 28.7x | 41.9x | 1.4x |
| Thu, 02 Apr 2026 | NT$16.2t | NT$15.4t | NT$509.3b | 24.5x | 31.9x | 1.1x |
| Sat, 28 Feb 2026 | NT$16.4t | NT$14.8t | NT$507.6b | 24.8x | 32.3x | 1.1x |
| Mon, 26 Jan 2026 | NT$14.4t | NT$14.7t | NT$494.0b | 24.2x | 29.1x | 1x |
| Wed, 24 Dec 2025 | NT$12.4t | NT$14.7t | NT$493.9b | 21.8x | 25.2x | 0.8x |
| Fri, 21 Nov 2025 | NT$12.3t | NT$14.7t | NT$494.0b | 20.6x | 24.8x | 0.8x |
| Sun, 19 Oct 2025 | NT$11.9t | NT$14.4t | NT$461.0b | 21.5x | 25.8x | 0.8x |
| Tue, 16 Sep 2025 | NT$11.2t | NT$14.4t | NT$460.5b | 22.5x | 24.4x | 0.8x |
| Thu, 14 Aug 2025 | NT$10.4t | NT$14.0t | NT$466.6b | 21.7x | 22.3x | 0.7x |
| Sat, 12 Jul 2025 | NT$8.7t | NT$14.0t | NT$473.0b | 19.1x | 18.4x | 0.6x |
| Mon, 09 Jun 2025 | NT$8.1t | NT$14.0t | NT$472.9b | 18.7x | 17.2x | 0.6x |
| Wed, 07 May 2025 | NT$7.6t | NT$13.4t | NT$442.3b | 18.4x | 17.2x | 0.6x |
| Fri, 04 Apr 2025 | NT$8.1t | NT$13.4t | NT$427.6b | 19.2x | 18.9x | 0.6x |
| Sun, 02 Mar 2025 | NT$9.0t | NT$12.9t | NT$410.2b | 24.4x | 21.8x | 0.7x |
| Tue, 28 Jan 2025 | NT$9.1t | NT$12.9t | NT$404.8b | 22.7x | 22.4x | 0.7x |
| Thu, 26 Dec 2024 | NT$9.2t | NT$12.9t | NT$405.3b | 23x | 22.6x | 0.7x |
| Sat, 23 Nov 2024 | NT$9.2t | NT$12.9t | NT$404.1b | 22.5x | 22.9x | 0.7x |
| Mon, 21 Oct 2024 | NT$9.4t | NT$12.3t | NT$394.2b | 23.2x | 23.8x | 0.8x |
| Wed, 18 Sep 2024 | NT$8.9t | NT$12.3t | NT$394.2b | 22.6x | 22.6x | 0.7x |
| Fri, 16 Aug 2024 | NT$8.9t | NT$12.3t | NT$389.4b | 23.5x | 22.9x | 0.7x |
| Sun, 14 Jul 2024 | NT$10.0t | NT$11.7t | NT$365.5b | 25.7x | 27.3x | 0.9x |
| Tue, 11 Jun 2024 | NT$8.8t | NT$11.7t | NT$364.9b | 24.3x | 24.1x | 0.7x |
| Thu, 09 May 2024 | NT$8.5t | NT$11.7t | NT$329.5b | 24.4x | 25.7x | 0.7x |
| Sat, 06 Apr 2024 | NT$8.4t | NT$11.7t | NT$329.1b | 25x | 25.6x | 0.7x |
| Mon, 04 Mar 2024 | NT$7.3t | NT$11.8t | NT$315.4b | 22.4x | 23.3x | 0.6x |
| Wed, 31 Jan 2024 | NT$7.0t | NT$11.8t | NT$306.5b | 21.3x | 22.9x | 0.6x |
| Fri, 29 Dec 2023 | NT$7.1t | NT$11.8t | NT$306.5b | 21.5x | 23.1x | 0.6x |
| Sun, 26 Nov 2023 | NT$6.8t | NT$11.8t | NT$306.6b | 21.3x | 22.3x | 0.6x |
| Tue, 24 Oct 2023 | NT$6.5t | NT$12.1t | NT$325.6b | 18.1x | 19.9x | 0.5x |
| Thu, 21 Sep 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.4x | 20.9x | 0.6x |
20.9x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | -0.83% | |
| Tech | -0.94% | |
| Electronic Equipment and Components | -2.86% | |
| Electronic Equipment and Instruments | 2.52% | |
| Technology Distributors | -1.07% | |
| Electronic Manufacturing Services | -2.96% | |
| Electronic Components | -3.43% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3037 Unimicron Technology | NT$967.00 | 1.9% +NT$29.5b | 581.0% | PE66.4x | |
| 6274 Taiwan Union Technology | NT$1.41k | 2.9% +NT$11.6b | 372.4% | PE71.6x | |
| 3044 Tripod Technology | NT$511.00 | 3.7% +NT$9.5b | 68.9% | PE21.9x | |
| 8046 Nan Ya Printed Circuit Board | NT$1.06k | 1.0% +NT$6.5b | 492.2% | PE124.6x | |
| 3702 WPG Holdings | NT$107.50 | 2.4% +NT$4.2b | 65.4% | PE9.1x |