Narrative Update • Jul 15

Over the last 7 days, the Electronic Components industry has dropped 6.1%, driven by a pullback from Yageo of 13%. On the other hand Taiflex Scientific is actually up 28%. This takes the industry's 12 month performance to a gain of 207%. Earnings are forecast to grow by 38% annually.
Has the Taiwanese Electronic Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 23 Jul 2026 | NT$16.3t | NT$3.5t | NT$264.1b | 38.4x | 61.6x | 4.7x |
| Sat, 20 Jun 2026 | NT$20.0t | NT$3.5t | NT$264.3b | 48.5x | 75.6x | 5.8x |
| Mon, 18 May 2026 | NT$16.0t | NT$3.4t | NT$264.0b | 36x | 60.8x | 4.7x |
| Wed, 15 Apr 2026 | NT$13.1t | NT$3.3t | NT$243.1b | 29x | 54x | 4x |
| Fri, 13 Mar 2026 | NT$10.5t | NT$3.3t | NT$239.7b | 25.8x | 44x | 3.2x |
| Sun, 08 Feb 2026 | NT$9.2t | NT$3.2t | NT$234.6b | 24x | 39.1x | 2.8x |
| Tue, 06 Jan 2026 | NT$8.0t | NT$3.2t | NT$234.7b | 24.1x | 34.2x | 2.5x |
| Thu, 04 Dec 2025 | NT$7.6t | NT$3.2t | NT$234.7b | 22.8x | 32.5x | 2.4x |
| Sat, 01 Nov 2025 | NT$7.6t | NT$3.2t | NT$223.3b | 22.8x | 33.8x | 2.4x |
| Mon, 29 Sep 2025 | NT$6.8t | NT$3.2t | NT$215.9b | 22.8x | 31.5x | 2.1x |
| Wed, 27 Aug 2025 | NT$6.4t | NT$3.2t | NT$215.7b | 23.2x | 29.6x | 2x |
| Fri, 25 Jul 2025 | NT$5.3t | NT$3.1t | NT$229.5b | 18.5x | 23.2x | 1.7x |
| Sun, 22 Jun 2025 | NT$4.6t | NT$3.1t | NT$229.6b | 18.3x | 20x | 1.5x |
| Tue, 20 May 2025 | NT$4.4t | NT$3.1t | NT$229.2b | 17.8x | 19.3x | 1.4x |
| Thu, 17 Apr 2025 | NT$4.0t | NT$3.0t | NT$207.2b | 17.3x | 19.3x | 1.3x |
| Sat, 15 Mar 2025 | NT$4.9t | NT$3.0t | NT$201.9b | 22x | 24.1x | 1.6x |
| Mon, 10 Feb 2025 | NT$5.1t | NT$2.9t | NT$181.7b | 23.8x | 28.1x | 1.7x |
| Wed, 08 Jan 2025 | NT$5.2t | NT$2.9t | NT$181.5b | 23x | 28.5x | 1.8x |
| Fri, 06 Dec 2024 | NT$5.0t | NT$2.9t | NT$181.5b | 23.6x | 27.7x | 1.7x |
| Sun, 03 Nov 2024 | NT$4.9t | NT$2.9t | NT$182.7b | 22.9x | 26.8x | 1.7x |
| Tue, 01 Oct 2024 | NT$4.9t | NT$2.9t | NT$178.2b | 22.7x | 27.7x | 1.7x |
| Thu, 29 Aug 2024 | NT$5.2t | NT$2.9t | NT$178.4b | 22.4x | 28.9x | 1.8x |
| Sat, 27 Jul 2024 | NT$5.1t | NT$2.8t | NT$154.0b | 24.4x | 33.1x | 1.8x |
| Mon, 24 Jun 2024 | NT$5.2t | NT$2.8t | NT$153.8b | 25x | 33.8x | 1.8x |
| Wed, 22 May 2024 | NT$4.7t | NT$2.8t | NT$153.5b | 24.2x | 30.7x | 1.7x |
| Fri, 19 Apr 2024 | NT$4.6t | NT$2.8t | NT$131.3b | 24.9x | 34.7x | 1.6x |
| Sun, 17 Mar 2024 | NT$4.6t | NT$2.8t | NT$129.6b | 22.7x | 35.2x | 1.6x |
| Tue, 13 Feb 2024 | NT$4.4t | NT$2.8t | NT$123.0b | 21.9x | 36x | 1.6x |
| Thu, 11 Jan 2024 | NT$4.3t | NT$2.8t | NT$121.6b | 20.7x | 35.2x | 1.5x |
| Sat, 09 Dec 2023 | NT$4.4t | NT$2.8t | NT$121.6b | 22.9x | 36.4x | 1.6x |
| Mon, 06 Nov 2023 | NT$4.1t | NT$2.9t | NT$128.5b | 19x | 31.9x | 1.4x |
| Wed, 04 Oct 2023 | NT$4.3t | NT$2.9t | NT$132.4b | 19.1x | 32.8x | 1.5x |
| Fri, 01 Sep 2023 | NT$4.2t | NT$2.8t | NT$132.3b | 18.9x | 31.9x | 1.5x |
| Sun, 30 Jul 2023 | NT$4.4t | NT$2.9t | NT$146.7b | 18.9x | 29.8x | 1.5x |
29.8x
How does Taiwanese Electronic Components compare with similar industries?
| TW Market | -1.51% | |
| Tech | -1.96% | |
| Electronic Equipment and Components | -3.95% | |
| Electronic Components | -6.14% | |
| Electronic Manufacturing Services | 4.17% | |
| Electronic Equipment and Instruments | 3.28% | |
| Technology Distributors | -4.42% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2383 Elite Material | NT$5.13k | 0.9% +NT$16.1b | 418.7% | PE111.2x | |
| 8039 Taiflex Scientific | NT$233.00 | 28.4% +NT$13.5b | 391.6% | PE98.2x | |
| 6213 ITEQ | NT$367.00 | 9.6% +NT$11.6b | 311.0% | PE89.6x | |
| 3491 Universal Microwave Technology | NT$1.30k | 8.8% +NT$7.2b | 293.9% | PE142.3x | |
| 8069 E Ink Holdings | NT$194.50 | 3.2% +NT$6.9b | -10.0% | PE20.2x |