Narrative Update • Jul 17

Over the last 7 days, the Tech Hardware Storage and Peripherals industry has dropped 7.0%, driven by Quanta Computer declining 17%. In the past year, the industry has gained 43%. As for the next few years, earnings are expected to grow by 22% per annum.
Has the Taiwanese Tech Hardware Storage and Peripherals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 21 Jul 2026 | NT$8.3t | NT$12.3t | NT$403.6b | 19.9x | 20.5x | 0.7x |
| Thu, 18 Jun 2026 | NT$9.0t | NT$12.3t | NT$403.6b | 23.5x | 22.2x | 0.7x |
| Sat, 16 May 2026 | NT$8.1t | NT$11.9t | NT$398.9b | 22.1x | 20.2x | 0.7x |
| Mon, 13 Apr 2026 | NT$7.1t | NT$11.1t | NT$375.2b | 21.9x | 18.8x | 0.6x |
| Wed, 11 Mar 2026 | NT$6.5t | NT$10.7t | NT$355.4b | 21.1x | 18.3x | 0.6x |
| Fri, 06 Feb 2026 | NT$6.3t | NT$10.2t | NT$337.1b | 21.7x | 18.8x | 0.6x |
| Sun, 04 Jan 2026 | NT$6.6t | NT$10.2t | NT$337.1b | 22.3x | 19.7x | 0.6x |
| Tue, 02 Dec 2025 | NT$6.5t | NT$10.2t | NT$337.1b | 22.1x | 19.4x | 0.6x |
| Thu, 30 Oct 2025 | NT$7.0t | NT$9.7t | NT$307.1b | 22.6x | 22.8x | 0.7x |
| Sat, 27 Sep 2025 | NT$6.2t | NT$9.7t | NT$307.1b | 21.7x | 20.1x | 0.6x |
| Mon, 25 Aug 2025 | NT$5.8t | NT$9.7t | NT$307.0b | 22.4x | 18.9x | 0.6x |
| Wed, 23 Jul 2025 | NT$5.6t | NT$8.9t | NT$315.8b | 19.4x | 17.6x | 0.6x |
| Fri, 20 Jun 2025 | NT$5.6t | NT$8.9t | NT$315.8b | 19.8x | 17.7x | 0.6x |
| Sun, 18 May 2025 | NT$5.5t | NT$8.9t | NT$315.6b | 19.3x | 17.3x | 0.6x |
| Tue, 15 Apr 2025 | NT$4.7t | NT$8.3t | NT$285.1b | 16.8x | 16.4x | 0.6x |
| Thu, 13 Mar 2025 | NT$5.5t | NT$8.2t | NT$281.7b | 21.4x | 19.4x | 0.7x |
| Sat, 08 Feb 2025 | NT$5.5t | NT$7.9t | NT$266.3b | 21.4x | 20.8x | 0.7x |
| Mon, 06 Jan 2025 | NT$5.7t | NT$7.9t | NT$266.3b | 21.3x | 21.2x | 0.7x |
| Wed, 04 Dec 2024 | NT$5.7t | NT$7.9t | NT$264.7b | 21.7x | 21.5x | 0.7x |
| Fri, 01 Nov 2024 | NT$5.5t | NT$7.5t | NT$262.7b | 21.1x | 20.9x | 0.7x |
| Sun, 29 Sep 2024 | NT$5.4t | NT$7.5t | NT$262.6b | 21.7x | 20.4x | 0.7x |
| Tue, 27 Aug 2024 | NT$5.4t | NT$7.5t | NT$262.6b | 20.9x | 20.5x | 0.7x |
| Thu, 25 Jul 2024 | NT$5.5t | NT$7.3t | NT$239.0b | 23.3x | 23.1x | 0.8x |
| Sat, 22 Jun 2024 | NT$6.0t | NT$7.3t | NT$239.1b | 24.7x | 24.9x | 0.8x |
| Mon, 20 May 2024 | NT$5.6t | NT$7.3t | NT$239.4b | 22.3x | 23.5x | 0.8x |
| Wed, 17 Apr 2024 | NT$5.4t | NT$7.3t | NT$211.2b | 23.8x | 25.7x | 0.7x |
| Fri, 15 Mar 2024 | NT$5.3t | NT$7.4t | NT$193.4b | 23.3x | 27.5x | 0.7x |
| Sun, 11 Feb 2024 | NT$5.2t | NT$7.5t | NT$193.7b | 22x | 26.9x | 0.7x |
| Tue, 09 Jan 2024 | NT$4.7t | NT$7.5t | NT$193.3b | 21.6x | 24.4x | 0.6x |
| Thu, 07 Dec 2023 | NT$4.5t | NT$7.5t | NT$193.5b | 21.3x | 23.2x | 0.6x |
| Sat, 04 Nov 2023 | NT$4.2t | NT$7.7t | NT$199.6b | 19.9x | 21.2x | 0.5x |
| Mon, 02 Oct 2023 | NT$4.6t | NT$7.8t | NT$199.9b | 20.7x | 22.8x | 0.6x |
| Wed, 30 Aug 2023 | NT$4.7t | NT$7.8t | NT$199.6b | 20.8x | 23.8x | 0.6x |
| Fri, 28 Jul 2023 | NT$5.1t | NT$7.7t | NT$192.5b | 22.6x | 26.4x | 0.7x |
26.4x
How does Taiwanese Tech Hardware Storage and Peripherals compare with similar industries?
| TW Market | -6.28% | |
| Tech | -7.72% | |
| Tech Hardware | -6.96% | |
| Tech Hardware Storage and Peripherals | -6.96% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6414 Ennoconn | NT$405.00 | 4.2% +NT$2.4b | 33.2% | PE19.3x | |
| 6680 Sintrones Technology | NT$55.80 | 12.5% +NT$148.5m | -23.1% | PS2.3x | |
| 6277 Aten International | NT$76.00 | 1.6% +NT$143.4m | 26.5% | PE23.4x | |
| 6715 Lintes Technology | NT$375.00 | 0.5% +NT$133.6m | 227.5% | PE177.8x | |
| 6517 BASO Precision Optics | NT$76.30 | 6.0% +NT$131.5m | 9.0% | PE56.9x |