Narrative Update • Sep 16
Over the last 7 days, the Electronic Equipment and Components industry has risen 1.4%, driven by gains from Delta Electronics of 7.1%. During this same period, the Elite Material underperformed, falling 8.9%. In the last 12 months, the industry was up 97%. 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 |
|---|---|---|---|---|---|---|
| Sun, 20 Sep 2026 | NT$23.2t | NT$18.2t | NT$683.4b | 27.8x | 33.9x | 1.3x |
| Tue, 18 Aug 2026 | NT$24.3t | NT$18.2t | NT$666.8b | 27.2x | 36.5x | 1.3x |
| Thu, 16 Jul 2026 | NT$23.8t | NT$16.5t | NT$551.1b | 37.7x | 43.3x | 1.4x |
| Sat, 13 Jun 2026 | NT$25.0t | NT$16.5t | NT$551.1b | 40.7x | 45.3x | 1.5x |
| Mon, 11 May 2026 | NT$22.5t | NT$15.5t | NT$533.1b | 30x | 42.3x | 1.4x |
| Wed, 08 Apr 2026 | NT$16.4t | NT$15.4t | NT$513.1b | 24.3x | 32x | 1.1x |
| Fri, 06 Mar 2026 | NT$15.4t | NT$14.8t | NT$508.1b | 23.8x | 30.3x | 1x |
| Sun, 01 Feb 2026 | NT$14.2t | NT$14.7t | NT$494.0b | 23.8x | 28.8x | 1x |
| Tue, 30 Dec 2025 | NT$12.7t | NT$14.7t | NT$493.9b | 22x | 25.7x | 0.9x |
| Thu, 27 Nov 2025 | NT$12.2t | NT$14.7t | NT$494.0b | 21.1x | 24.7x | 0.8x |
| Sat, 25 Oct 2025 | NT$12.3t | NT$14.4t | NT$461.0b | 23x | 26.7x | 0.9x |
| Mon, 22 Sep 2025 | NT$11.6t | NT$14.4t | NT$460.5b | 23.6x | 25.1x | 0.8x |
| Wed, 20 Aug 2025 | NT$10.6t | NT$14.4t | NT$460.5b | 22.8x | 23x | 0.7x |
| Fri, 18 Jul 2025 | NT$8.9t | NT$14.0t | NT$473.0b | 19.5x | 18.9x | 0.6x |
| Sun, 15 Jun 2025 | NT$8.2t | NT$14.0t | NT$473.0b | 18.8x | 17.4x | 0.6x |
| Tue, 13 May 2025 | NT$7.9t | NT$13.5t | NT$445.5b | 19x | 17.8x | 0.6x |
| Thu, 10 Apr 2025 | NT$6.0t | NT$13.4t | NT$427.9b | 14.9x | 14.1x | 0.5x |
| Sat, 08 Mar 2025 | NT$8.8t | NT$13.0t | NT$413.3b | 23.4x | 21.2x | 0.7x |
| Mon, 03 Feb 2025 | NT$9.1t | NT$12.9t | NT$404.8b | 22.7x | 22.4x | 0.7x |
| Wed, 01 Jan 2025 | NT$9.2t | NT$12.9t | NT$404.8b | 23.4x | 22.6x | 0.7x |
| Fri, 29 Nov 2024 | NT$9.0t | NT$12.9t | NT$404.2b | 22x | 22.2x | 0.7x |
| Sun, 27 Oct 2024 | NT$9.6t | NT$12.3t | NT$395.0b | 24x | 24.2x | 0.8x |
| Tue, 24 Sep 2024 | NT$8.9t | NT$12.3t | NT$394.1b | 23.2x | 22.6x | 0.7x |
| Thu, 22 Aug 2024 | NT$9.0t | NT$12.3t | NT$394.9b | 22.6x | 22.9x | 0.7x |
| Sat, 20 Jul 2024 | NT$9.5t | NT$11.7t | NT$365.5b | 24.9x | 26.1x | 0.8x |
| Mon, 17 Jun 2024 | NT$9.2t | NT$11.7t | NT$365.1b | 24.9x | 25.3x | 0.8x |
| Wed, 15 May 2024 | NT$8.5t | NT$11.9t | NT$344.7b | 24.1x | 24.5x | 0.7x |
| Fri, 12 Apr 2024 | NT$8.2t | NT$11.7t | NT$329.1b | 24.7x | 24.9x | 0.7x |
| Sun, 10 Mar 2024 | NT$7.4t | NT$11.8t | NT$317.6b | 22.3x | 23.2x | 0.6x |
| Tue, 06 Feb 2024 | NT$7.0t | NT$11.8t | NT$306.4b | 21.5x | 22.9x | 0.6x |
| Thu, 04 Jan 2024 | NT$7.0t | NT$11.8t | NT$306.5b | 21.2x | 22.7x | 0.6x |
| Sat, 02 Dec 2023 | NT$6.9t | NT$11.8t | NT$306.5b | 21.6x | 22.6x | 0.6x |
| Mon, 30 Oct 2023 | NT$6.4t | NT$12.1t | NT$330.2b | 17.9x | 19.4x | 0.5x |
| Wed, 27 Sep 2023 | NT$6.7t | NT$12.1t | NT$325.6b | 18.4x | 20.7x | 0.6x |
20.7x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | 2.27% | |
| Tech | 2.44% | |
| Electronic Equipment and Components | 1.45% | |
| Technology Distributors | 4.31% | |
| Electronic Equipment and Instruments | 4.26% | |
| Electronic Components | 1.11% | |
| Electronic Manufacturing Services | 1.02% | |
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$13.8b | 74.0% | PE10x |