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Taiwanese (TAIEX) Software Industry Analysis

UpdatedDec 22, 2024
DataAggregated Company Financials
Companies30
  • 7D-3.6%
  • 3M-7.7%
  • 1Y11.2%
  • YTD10.0%

Over the last 7 days, the Software industry has dropped 3.6%, driven by a pullback from 91APP of 7.3%. In the past year, the industry has gained 11%. Looking forward, earnings are forecast to grow by 59% annually.

Industry Valuation and Performance

Has the Taiwanese Software Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 22 Dec 2024NT$118.3bNT$29.7bNT$2.9b21.4x40.2x4x
Tue, 19 Nov 2024NT$121.1bNT$29.5bNT$2.9b22.7x41.2x4.1x
Thu, 17 Oct 2024NT$126.0bNT$28.4bNT$3.0b21.4x41.6x4.4x
Sat, 14 Sep 2024NT$130.4bNT$30.2bNT$3.3b21.4x39x4.3x
Mon, 12 Aug 2024NT$110.9bNT$28.1bNT$2.6b22.6x41.9x3.9x
Wed, 10 Jul 2024NT$116.9bNT$28.0bNT$2.6b25.7x44.6x4.2x
Fri, 07 Jun 2024NT$110.1bNT$28.1bNT$2.6b26.5x42.4x3.9x
Sun, 05 May 2024NT$98.5bNT$27.7bNT$2.3b26.8x42.1x3.5x
Tue, 02 Apr 2024NT$103.2bNT$27.6bNT$2.3b27.5x45.3x3.7x
Thu, 29 Feb 2024NT$102.4bNT$27.2bNT$2.0b28.9x50.7x3.8x
Sat, 27 Jan 2024NT$100.7bNT$27.0bNT$2.2b28.3x45.8x3.7x
Mon, 25 Dec 2023NT$105.0bNT$27.2bNT$2.1b30.8x51x3.9x
Wed, 22 Nov 2023NT$97.4bNT$27.1bNT$2.0b33.1x49.4x3.6x
Fri, 20 Oct 2023NT$89.8bNT$26.9bNT$2.2b22.9x40.8x3.3x
Sun, 17 Sep 2023NT$91.7bNT$26.9bNT$2.2b24.7x41.7x3.4x
Tue, 15 Aug 2023NT$89.5bNT$26.8bNT$2.1b22.9x42.3x3.3x
Thu, 13 Jul 2023NT$91.2bNT$26.2bNT$2.3b22.5x39.1x3.5x
Sat, 10 Jun 2023NT$93.6bNT$26.2bNT$2.3b25.7x40.1x3.6x
Mon, 08 May 2023NT$93.2bNT$25.6bNT$2.6b22.3x36.5x3.6x
Wed, 05 Apr 2023NT$83.4bNT$25.5bNT$2.7b18.6x31.4x3.3x
Fri, 03 Mar 2023NT$83.4bNT$25.0bNT$2.0b16.7x41x3.3x
Sun, 29 Jan 2023NT$72.5bNT$25.0bNT$2.0b13.6x35.6x2.9x
Tue, 27 Dec 2022NT$70.5bNT$25.0bNT$2.0b13.3x34.6x2.8x
Thu, 24 Nov 2022NT$60.4bNT$25.0bNT$2.0b13.3x29.7x2.4x
Sat, 22 Oct 2022NT$58.6bNT$24.0bNT$1.7b14.4x35.1x2.4x
Mon, 19 Sep 2022NT$64.0bNT$24.0bNT$1.7b15.2x38.2x2.7x
Wed, 17 Aug 2022NT$64.0bNT$23.9bNT$1.7b14.8x38.8x2.7x
Fri, 15 Jul 2022NT$59.7bNT$21.4bNT$1.3b14.3x46x2.8x
Sun, 12 Jun 2022NT$67.5bNT$21.4bNT$1.3b15.1x52.1x3.2x
Tue, 10 May 2022NT$68.2bNT$21.3bNT$1.1b14.8x60.3x3.2x
Thu, 07 Apr 2022NT$72.7bNT$20.7bNT$986.7m16.7x73.6x3.5x
Sat, 05 Mar 2022NT$74.9bNT$20.7bNT$1.6b17.8x48.2x3.6x
Mon, 31 Jan 2022NT$76.8bNT$20.4bNT$1.5b17.9x51.2x3.8x
Wed, 29 Dec 2021NT$78.8bNT$20.4bNT$1.5b17.9x52.5x3.9x
Price to Earnings Ratio

52.5x


Total Market Cap: NT$78.8bTotal Earnings: NT$1.5bTotal Revenue: NT$20.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Software Industry Price to Earnings3Y Average 43.9x202220232024
Current Industry PE
  • Investors are pessimistic on the Taiwanese Software industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 40.2x which is lower than its 3-year average PE of 43.9x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 4.0x.
Past Earnings Growth
  • The earnings for companies in the Software industry have grown 25% per year over the last three years.
  • Revenues for these companies have grown 13% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Taiwanese Tech industry?

TW Market-2.11%
Tech-2.00%
Software-3.56%
Systems Software-2.43%
Application Software-4.11%
Industry PE
  • Investors are most optimistic about the Systems Software industry which is trading above its 3-year average PE ratio of 35.4x.
    • Analysts are expecting annual earnings growth of 59.9%, which is higher than its past year's earnings growth of 26.1% per year.
  • Investors are most pessimistic about the Application Software industry, which is trading below its 3-year average of 57.0x.
Forecasted Growth
  • Analysts are most optimistic on the Systems Software industry, expecting annual earnings growth of 60% over the next 5 years.
  • This is better than its past earnings growth rate of 26% per year.
  • In contrast, the Application Software industry is expected to see its earnings grow by 58% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
5203 CyberLinkNT$87.002.0%
+NT$134.2m		-7.2%PE28.7x
3158 SysJustNT$127.501.2%
+NT$39.4m		55.1%PE19.1x
6910 GrandsysNT$28.754.5%
+NT$33.7m		-21.9%n/a
3570 Otsuka Information TechnologyNT$174.500.9%
+NT$25.6m		14.4%PE14.3x
6590 Provision InformationLtdNT$74.800.7%
+NT$10.6m		-15.7%PE14.6x
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5263

NT$143.50

Brogent Technologies

7D

-5.0%

1Y

23.7%

5203

NT$87.00

CyberLink

7D

2.0%

1Y

-7.2%

3564

NT$72.50

AEWIN TechnologiesLtd

7D

-10.5%

1Y

48.4%

6752

NT$126.50

Galaxy Software Services

7D

-11.8%

1Y

0.09%

6870

NT$238.00

Turn Cloud Technology Service

7D

-6.1%

1Y

66.0%

6906

NT$146.50

Groundhog

7D

-7.6%

1Y

-8.2%

Why Groundhog's (TWSE:6906) Earnings Are Weaker Than They Seem

Nov 21
Why Groundhog's (TWSE:6906) Earnings Are Weaker Than They Seem

3570

NT$174.50

Otsuka Information Technology

7D

0.9%

1Y

14.4%

7547

NT$74.00

Intumit

7D

-7.8%

1Y

92.7%

6590

NT$74.80

Provision InformationLtd

7D

0.7%

1Y

-15.7%

6902

NT$125.00

Gogolook

7D

-6.0%

1Y

-33.3%

6741

NT$83.50

91APP

7D

-7.3%

1Y

-21.6%

3158

NT$127.50

SysJust

7D

1.2%

1Y

55.1%

6910

NT$28.75

Grandsys

7D

4.5%

1Y

-21.9%