Narrative Update • Jul 01
Over the last 7 days, the Electronic Equipment and Components industry has dropped 8.1%, driven by Delta Electronics declining 9.4%. This takes the industry's 12 month performance to a gain of 173%. 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, 13 Jul 2026 | NT$24.1t | NT$16.5t | NT$551.1b | 39.3x | 43.7x | 1.5x |
| Wed, 10 Jun 2026 | NT$26.3t | NT$16.5t | NT$550.9b | 42.6x | 47.7x | 1.6x |
| Fri, 08 May 2026 | NT$22.7t | NT$15.5t | NT$529.9b | 29.3x | 42.9x | 1.5x |
| Sun, 05 Apr 2026 | NT$15.9t | NT$15.4t | NT$512.6b | 24.2x | 31.1x | 1x |
| Tue, 03 Mar 2026 | NT$16.4t | NT$14.8t | NT$507.6b | 24.8x | 32.3x | 1.1x |
| Thu, 29 Jan 2026 | NT$14.7t | NT$14.7t | NT$494.0b | 24.7x | 29.7x | 1x |
| Sat, 27 Dec 2025 | NT$12.6t | NT$14.7t | NT$493.9b | 22.1x | 25.5x | 0.9x |
| Mon, 24 Nov 2025 | NT$11.7t | NT$14.7t | NT$494.0b | 20.1x | 23.8x | 0.8x |
| Wed, 22 Oct 2025 | NT$12.3t | NT$14.4t | NT$461.0b | 22.2x | 26.7x | 0.9x |
| Fri, 19 Sep 2025 | NT$11.5t | NT$14.4t | NT$460.2b | 23.6x | 25.1x | 0.8x |
| Sun, 17 Aug 2025 | NT$11.5t | NT$14.3t | NT$464.0b | 22.4x | 24.7x | 0.8x |
| Tue, 15 Jul 2025 | NT$8.6t | NT$14.0t | NT$473.0b | 19.2x | 18.2x | 0.6x |
| Thu, 12 Jun 2025 | NT$8.3t | NT$14.0t | NT$472.9b | 18.7x | 17.6x | 0.6x |
| Sat, 10 May 2025 | NT$7.8t | NT$13.5t | NT$443.3b | 18.9x | 17.5x | 0.6x |
| Mon, 07 Apr 2025 | NT$8.1t | NT$13.4t | NT$427.7b | 19.2x | 18.9x | 0.6x |
| Wed, 05 Mar 2025 | NT$8.8t | NT$13.0t | NT$412.0b | 24.3x | 21.3x | 0.7x |
| Fri, 31 Jan 2025 | NT$9.1t | NT$12.9t | NT$404.8b | 22.7x | 22.4x | 0.7x |
| Sun, 29 Dec 2024 | NT$9.2t | NT$12.9t | NT$404.8b | 23.5x | 22.8x | 0.7x |
| Tue, 26 Nov 2024 | NT$9.4t | NT$12.9t | NT$404.8b | 23.4x | 23.2x | 0.7x |
| Thu, 24 Oct 2024 | NT$9.6t | NT$12.3t | NT$394.2b | 23.9x | 24.4x | 0.8x |
| Sat, 21 Sep 2024 | NT$8.9t | NT$12.3t | NT$394.1b | 23.2x | 22.6x | 0.7x |
| Mon, 19 Aug 2024 | NT$9.1t | NT$12.3t | NT$394.7b | 22.8x | 23x | 0.7x |
| Wed, 17 Jul 2024 | NT$10.0t | NT$11.7t | NT$365.5b | 26.3x | 27.3x | 0.8x |
| Fri, 14 Jun 2024 | NT$9.1t | NT$11.7t | NT$364.9b | 24.4x | 24.9x | 0.8x |
| Sun, 12 May 2024 | NT$8.4t | NT$11.9t | NT$336.6b | 24.1x | 24.9x | 0.7x |
| Tue, 09 Apr 2024 | NT$8.4t | NT$11.7t | NT$329.1b | 25x | 25.6x | 0.7x |
| Thu, 07 Mar 2024 | NT$7.5t | NT$11.8t | NT$317.4b | 23.2x | 23.6x | 0.6x |
| Sat, 03 Feb 2024 | NT$7.0t | NT$11.8t | NT$306.5b | 21.4x | 23x | 0.6x |
| Mon, 01 Jan 2024 | NT$7.1t | NT$11.8t | NT$306.5b | 21.6x | 23.2x | 0.6x |
| Wed, 29 Nov 2023 | NT$6.9t | NT$11.8t | NT$306.6b | 21.3x | 22.4x | 0.6x |
| Fri, 27 Oct 2023 | NT$6.4t | NT$12.1t | NT$319.6b | 18.1x | 20x | 0.5x |
| Sun, 24 Sep 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.4x | 20.8x | 0.6x |
| Tue, 22 Aug 2023 | NT$6.6t | NT$12.1t | NT$321.4b | 17.8x | 20.5x | 0.5x |
| Thu, 20 Jul 2023 | NT$6.8t | NT$12.5t | NT$352.7b | 17.5x | 19.4x | 0.5x |
19.4x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | -2.88% | |
| Tech | -3.17% | |
| Electronic Equipment and Components | -5.63% | |
| Electronic Manufacturing Services | -1.87% | |
| Technology Distributors | -5.40% | |
| Electronic Components | -5.83% | |
| Electronic Equipment and Instruments | -11.62% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 8046 Nan Ya Printed Circuit Board | NT$1.27k | 18.1% +NT$126.0b | 785.0% | PE269.2x | |
| 4958 Zhen Ding Technology Holding | NT$646.00 | 11.6% +NT$71.7b | 495.4% | PE91.2x | |
| 3008 Largan Precision | NT$4.35k | 5.1% +NT$27.9b | 93.5% | PE27.5x | |
| 3702 WPG Holdings | NT$117.00 | 6.4% +NT$11.8b | 61.2% | PE14.7x | |
| 8039 Taiflex Scientific | NT$169.00 | 13.0% +NT$5.1b | 251.4% | PE71.2x |