Narrative Update • Jul 28

Over the last 7 days, the Tech Hardware Storage and Peripherals industry has dropped 6.7%, driven by Quanta Computer declining 17%. On the other hand Transcend Information is actually up 10%. In the past year, the industry has gained 42%. 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 |
|---|---|---|---|---|---|---|
| Fri, 31 Jul 2026 | NT$8.0t | NT$12.3t | NT$415.2b | 19x | 19.3x | 0.7x |
| Sun, 28 Jun 2026 | NT$8.4t | NT$12.3t | NT$403.6b | 22.4x | 20.8x | 0.7x |
| Tue, 26 May 2026 | NT$8.6t | NT$12.3t | NT$403.5b | 23x | 21.4x | 0.7x |
| Thu, 23 Apr 2026 | NT$7.8t | NT$11.1t | NT$375.2b | 24x | 20.8x | 0.7x |
| Sat, 21 Mar 2026 | NT$6.9t | NT$11.1t | NT$375.3b | 22.8x | 18.4x | 0.6x |
| Mon, 16 Feb 2026 | NT$6.5t | NT$10.2t | NT$337.3b | 21.6x | 19.2x | 0.6x |
| Wed, 14 Jan 2026 | NT$6.4t | NT$10.2t | NT$337.1b | 21.5x | 18.9x | 0.6x |
| Fri, 12 Dec 2025 | NT$6.6t | NT$10.2t | NT$337.1b | 21.2x | 19.6x | 0.6x |
| Sun, 09 Nov 2025 | NT$6.7t | NT$9.9t | NT$324.2b | 22.2x | 20.8x | 0.7x |
| Tue, 07 Oct 2025 | NT$6.6t | NT$9.7t | NT$307.1b | 22.2x | 21.4x | 0.7x |
| Thu, 04 Sep 2025 | NT$5.8t | NT$9.7t | NT$307.1b | 23.1x | 18.9x | 0.6x |
| Sat, 02 Aug 2025 | NT$5.8t | NT$8.9t | NT$315.7b | 20.3x | 18.5x | 0.7x |
| Mon, 30 Jun 2025 | NT$5.6t | NT$8.9t | NT$315.8b | 19.3x | 17.7x | 0.6x |
| Wed, 28 May 2025 | NT$5.4t | NT$8.9t | NT$315.8b | 19.2x | 17x | 0.6x |
| Fri, 25 Apr 2025 | NT$4.7t | NT$8.3t | NT$285.1b | 16.9x | 16.6x | 0.6x |
| Sun, 23 Mar 2025 | NT$5.5t | NT$8.3t | NT$284.4b | 20x | 19.3x | 0.7x |
| Tue, 18 Feb 2025 | NT$5.7t | NT$7.9t | NT$266.3b | 21.4x | 21.3x | 0.7x |
| Thu, 16 Jan 2025 | NT$5.3t | NT$7.9t | NT$266.3b | 20x | 20x | 0.7x |
| Sat, 14 Dec 2024 | NT$5.7t | NT$7.9t | NT$264.8b | 20.8x | 21.4x | 0.7x |
| Mon, 11 Nov 2024 | NT$5.8t | NT$7.9t | NT$256.2b | 22.3x | 22.7x | 0.7x |
| Wed, 09 Oct 2024 | NT$5.3t | NT$7.5t | NT$262.6b | 20.9x | 20x | 0.7x |
| Fri, 06 Sep 2024 | NT$5.0t | NT$7.5t | NT$262.6b | 19.8x | 18.9x | 0.7x |
| Sun, 04 Aug 2024 | NT$5.2t | NT$7.3t | NT$237.2b | 22.6x | 21.9x | 0.7x |
| Tue, 02 Jul 2024 | NT$5.8t | NT$7.3t | NT$238.9b | 24.4x | 24.3x | 0.8x |
| Thu, 30 May 2024 | NT$5.9t | NT$7.3t | NT$239.4b | 24.2x | 24.7x | 0.8x |
| Sat, 27 Apr 2024 | NT$5.3t | NT$7.3t | NT$211.2b | 23.4x | 25.1x | 0.7x |
| Mon, 25 Mar 2024 | NT$5.5t | NT$7.3t | NT$205.9b | 24.5x | 26.9x | 0.8x |
| Wed, 21 Feb 2024 | NT$5.3t | NT$7.5t | NT$193.7b | 22.4x | 27.2x | 0.7x |
| Fri, 19 Jan 2024 | NT$4.7t | NT$7.5t | NT$193.5b | 21.3x | 24.3x | 0.6x |
| Sun, 17 Dec 2023 | NT$4.6t | NT$7.5t | NT$193.5b | 20.9x | 23.7x | 0.6x |
| Tue, 14 Nov 2023 | NT$4.4t | NT$7.7t | NT$200.0b | 21x | 22.1x | 0.6x |
| Thu, 12 Oct 2023 | NT$4.6t | NT$7.8t | NT$199.9b | 20.6x | 22.9x | 0.6x |
| Sat, 09 Sep 2023 | NT$4.7t | NT$7.8t | NT$199.7b | 21x | 23.5x | 0.6x |
| Mon, 07 Aug 2023 | NT$4.6t | NT$7.9t | NT$191.9b | 22.7x | 24x | 0.6x |
24x
How does Taiwanese Tech Hardware Storage and Peripherals compare with similar industries?
| TW Market | -11.39% | |
| Tech | -13.02% | |
| Tech Hardware | -11.29% | |
| Tech Hardware Storage and Peripherals | -11.29% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2357 ASUSTeK Computer | NT$809.00 | 4.9% +NT$28.2b | 21.7% | PE14.5x | |
| 2451 Transcend Information | NT$290.50 | 10.0% +NT$11.4b | 210.4% | PE5x | |
| 3005 Getac Holdings | NT$116.00 | 2.7% +NT$1.9b | -1.7% | PE14.2x | |
| 2414 Unitech Computer | NT$57.90 | 3.9% +NT$355.8m | 36.6% | PE16.4x | |
| 6277 Aten International | NT$80.10 | 2.7% +NT$250.9m | 36.9% | PE24.7x |