Narrative Update • Jul 28

Over the last 7 days, the Tech Hardware Storage and Peripherals industry has dropped 11%, driven by Quanta Computer declining 11%. On the other hand ASUSTeK Computer is actually up 5.1%. This takes the industry's 12 month performance to a gain of 36%. Looking forward, earnings are forecast to grow by 23% annually.
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 |
|---|---|---|---|---|---|---|
| Sat, 01 Aug 2026 | NT$8.6t | NT$12.3t | NT$415.2b | 19.3x | 20.8x | 0.7x |
| Mon, 29 Jun 2026 | NT$8.4t | NT$12.3t | NT$403.6b | 22.4x | 20.8x | 0.7x |
| Wed, 27 May 2026 | NT$8.7t | NT$12.3t | NT$403.5b | 23.2x | 21.5x | 0.7x |
| Fri, 24 Apr 2026 | NT$7.6t | NT$11.1t | NT$375.2b | 23.4x | 20.2x | 0.7x |
| Sun, 22 Mar 2026 | NT$6.9t | NT$11.1t | NT$375.3b | 22.8x | 18.4x | 0.6x |
| Tue, 17 Feb 2026 | NT$6.5t | NT$10.2t | NT$337.3b | 21.6x | 19.2x | 0.6x |
| Thu, 15 Jan 2026 | NT$6.5t | NT$10.2t | NT$337.1b | 21.7x | 19.4x | 0.6x |
| Sat, 13 Dec 2025 | NT$6.6t | NT$10.2t | NT$337.1b | 21.1x | 19.5x | 0.6x |
| Mon, 10 Nov 2025 | NT$6.7t | NT$9.9t | NT$324.0b | 22.5x | 20.8x | 0.7x |
| Wed, 08 Oct 2025 | NT$6.6t | NT$9.7t | NT$307.1b | 22.6x | 21.6x | 0.7x |
| Fri, 05 Sep 2025 | NT$5.8t | NT$9.7t | NT$307.1b | 23.3x | 19x | 0.6x |
| Sun, 03 Aug 2025 | NT$5.8t | NT$8.9t | NT$315.6b | 20.7x | 18.5x | 0.7x |
| Tue, 01 Jul 2025 | NT$5.5t | NT$8.9t | NT$315.7b | 19.2x | 17.6x | 0.6x |
| Thu, 29 May 2025 | NT$5.4t | NT$8.9t | NT$315.8b | 19x | 17.1x | 0.6x |
| Sat, 26 Apr 2025 | NT$4.9t | NT$8.3t | NT$285.1b | 17.3x | 17.1x | 0.6x |
| Mon, 24 Mar 2025 | NT$5.5t | NT$8.3t | NT$284.4b | 20x | 19.3x | 0.7x |
| Wed, 19 Feb 2025 | NT$5.7t | NT$7.9t | NT$266.3b | 21.7x | 21.3x | 0.7x |
| Fri, 17 Jan 2025 | NT$5.3t | NT$7.9t | NT$266.3b | 20.2x | 20.1x | 0.7x |
| Sun, 15 Dec 2024 | NT$5.7t | NT$7.9t | NT$265.1b | 20.8x | 21.4x | 0.7x |
| Tue, 12 Nov 2024 | NT$5.8t | NT$7.6t | NT$244.7b | 22.3x | 23.8x | 0.8x |
| Thu, 10 Oct 2024 | NT$5.3t | NT$7.5t | NT$262.6b | 21x | 20.2x | 0.7x |
| Sat, 07 Sep 2024 | NT$5.1t | NT$7.5t | NT$262.6b | 20.1x | 19.3x | 0.7x |
| Mon, 05 Aug 2024 | NT$5.2t | NT$7.3t | NT$237.2b | 22.6x | 21.9x | 0.7x |
| Wed, 03 Jul 2024 | NT$5.8t | NT$7.3t | NT$239.0b | 24.3x | 24.3x | 0.8x |
| Fri, 31 May 2024 | NT$5.8t | NT$7.3t | NT$239.5b | 23.8x | 24.2x | 0.8x |
| Sun, 28 Apr 2024 | NT$5.3t | NT$7.3t | NT$211.2b | 23.4x | 25.1x | 0.7x |
| Tue, 26 Mar 2024 | NT$5.5t | NT$7.3t | NT$205.9b | 24.3x | 26.7x | 0.7x |
| Thu, 22 Feb 2024 | NT$5.2t | NT$7.5t | NT$193.7b | 22.7x | 27x | 0.7x |
| Sat, 20 Jan 2024 | NT$4.9t | NT$7.5t | NT$193.5b | 21.5x | 25.3x | 0.7x |
| Mon, 18 Dec 2023 | NT$4.6t | NT$7.5t | NT$193.5b | 20.9x | 23.7x | 0.6x |
| Wed, 15 Nov 2023 | NT$4.5t | NT$7.7t | NT$205.7b | 19.2x | 21.7x | 0.6x |
| Fri, 13 Oct 2023 | NT$4.6t | NT$7.8t | NT$199.9b | 21x | 23.2x | 0.6x |
| Sun, 10 Sep 2023 | NT$4.7t | NT$7.8t | NT$199.7b | 21x | 23.5x | 0.6x |
| Tue, 08 Aug 2023 | NT$4.9t | NT$7.9t | NT$192.0b | 23.3x | 25.3x | 0.6x |
25.3x
How does Taiwanese Tech Hardware Storage and Peripherals compare with similar industries?
| TW Market | -1.72% | |
| Tech | -1.81% | |
| Tech Hardware | -4.09% | |
| Tech Hardware Storage and Peripherals | -4.09% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2357 ASUSTeK Computer | NT$810.00 | 5.1% +NT$29.0b | 21.8% | PE14.5x | |
| 2451 Transcend Information | NT$293.00 | 11.0% +NT$12.5b | 213.0% | PE5.1x | |
| 2059 King Slide Works | NT$7.85k | 1.5% +NT$11.0b | 197.3% | PE69.2x | |
| 3005 Getac Holdings | NT$114.00 | 0.9% +NT$624.3m | -3.4% | PE14x | |
| 2414 Unitech Computer | NT$58.00 | 4.1% +NT$372.0m | 36.8% | PE16.4x |