Narrative Update • Jun 02

Over the last 7 days, the Tech Hardware Storage and Peripherals industry has risen 6.2%, driven by gains from Quanta Computer of 27%. Meanwhile, Lite-On Technology actually underperformed within the industry, shrinking 5.0% in the last week. In the last 12 months, the industry was up 62%. Earnings are forecast to grow by 21% 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 |
|---|---|---|---|---|---|---|
| Wed, 03 Jun 2026 | NT$9.7t | NT$12.3t | NT$403.5b | 24.9x | 24x | 0.8x |
| Fri, 01 May 2026 | NT$7.7t | NT$11.1t | NT$375.7b | 23.4x | 20.4x | 0.7x |
| Sun, 29 Mar 2026 | NT$6.8t | NT$11.1t | NT$375.2b | 22.1x | 18x | 0.6x |
| Tue, 24 Feb 2026 | NT$6.4t | NT$10.2t | NT$337.3b | 22.4x | 19.1x | 0.6x |
| Thu, 22 Jan 2026 | NT$6.3t | NT$10.2t | NT$337.1b | 21.2x | 18.6x | 0.6x |
| Sat, 20 Dec 2025 | NT$6.4t | NT$10.2t | NT$337.1b | 20.7x | 19.1x | 0.6x |
| Mon, 17 Nov 2025 | NT$6.7t | NT$10.3t | NT$336.7b | 22.7x | 19.8x | 0.6x |
| Wed, 15 Oct 2025 | NT$6.4t | NT$9.7t | NT$307.1b | 22.4x | 20.8x | 0.7x |
| Fri, 12 Sep 2025 | NT$6.2t | NT$9.7t | NT$307.1b | 23x | 20.2x | 0.6x |
| Sun, 10 Aug 2025 | NT$6.1t | NT$9.1t | NT$321.0b | 22.2x | 18.9x | 0.7x |
| Tue, 08 Jul 2025 | NT$5.5t | NT$8.9t | NT$315.6b | 19.6x | 17.5x | 0.6x |
| Thu, 05 Jun 2025 | NT$5.6t | NT$8.9t | NT$315.8b | 18.9x | 17.6x | 0.6x |
| Sat, 03 May 2025 | NT$5.1t | NT$8.3t | NT$287.0b | 18.1x | 17.7x | 0.6x |
| Mon, 31 Mar 2025 | NT$5.2t | NT$8.3t | NT$285.0b | 19.5x | 18.4x | 0.6x |
| Wed, 26 Feb 2025 | NT$5.7t | NT$7.9t | NT$272.4b | 21.6x | 20.8x | 0.7x |
| Fri, 24 Jan 2025 | NT$5.5t | NT$7.9t | NT$266.3b | 20.7x | 20.8x | 0.7x |
| Sun, 22 Dec 2024 | NT$5.6t | NT$7.9t | NT$265.1b | 20.8x | 21x | 0.7x |
| Tue, 19 Nov 2024 | NT$5.5t | NT$7.9t | NT$265.1b | 20.7x | 20.8x | 0.7x |
| Thu, 17 Oct 2024 | NT$5.5t | NT$7.5t | NT$262.6b | 21x | 21x | 0.7x |
| Sat, 14 Sep 2024 | NT$5.1t | NT$7.5t | NT$262.6b | 20.4x | 19.5x | 0.7x |
| Mon, 12 Aug 2024 | NT$5.0t | NT$7.5t | NT$254.2b | 20.7x | 19.8x | 0.7x |
| Wed, 10 Jul 2024 | NT$5.9t | NT$7.3t | NT$239.0b | 24.3x | 24.8x | 0.8x |
| Fri, 07 Jun 2024 | NT$5.7t | NT$7.3t | NT$239.5b | 24x | 23.8x | 0.8x |
| Sun, 05 May 2024 | NT$5.3t | NT$7.3t | NT$210.3b | 23.3x | 25.1x | 0.7x |
| Tue, 02 Apr 2024 | NT$5.5t | NT$7.3t | NT$205.4b | 24.9x | 26.9x | 0.8x |
| Thu, 29 Feb 2024 | NT$5.1t | NT$7.5t | NT$192.4b | 22.8x | 26.8x | 0.7x |
| Sat, 27 Jan 2024 | NT$5.0t | NT$7.5t | NT$193.5b | 21.6x | 25.6x | 0.7x |
| Mon, 25 Dec 2023 | NT$4.8t | NT$7.5t | NT$193.5b | 21.3x | 24.6x | 0.6x |
| Wed, 22 Nov 2023 | NT$4.6t | NT$7.5t | NT$195.4b | 21.2x | 23.6x | 0.6x |
| Fri, 20 Oct 2023 | NT$4.2t | NT$7.8t | NT$199.9b | 18.8x | 21.2x | 0.5x |
| Sun, 17 Sep 2023 | NT$4.6t | NT$7.8t | NT$199.7b | 21.1x | 23x | 0.6x |
| Tue, 15 Aug 2023 | NT$4.6t | NT$7.8t | NT$196.8b | 20.5x | 23.4x | 0.6x |
| Thu, 13 Jul 2023 | NT$4.4t | NT$7.7t | NT$192.6b | 20.1x | 22.7x | 0.6x |
| Sat, 10 Jun 2023 | NT$3.7t | NT$7.7t | NT$193.1b | 17.9x | 19.2x | 0.5x |
19.2x
How does Taiwanese Tech Hardware Storage and Peripherals compare with similar industries?
| TW Market | 4.23% | |
| Tech | 4.27% | |
| Tech Hardware | 11.73% | |
| Tech Hardware Storage and Peripherals | 11.73% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2382 Quanta Computer | NT$400.50 | 26.5% +NT$323.8b | 45.6% | PE20.1x | |
| 2357 ASUSTeK Computer | NT$920.00 | 31.6% +NT$164.2b | 44.2% | PE16.4x | |
| 3231 Wistron | NT$191.00 | 30.8% +NT$143.1b | 74.4% | PE19.2x | |
| 2356 Inventec | NT$80.60 | 28.8% +NT$64.6b | 98.8% | PE30.7x | |
| 2324 Compal Electronics | NT$44.35 | 32.0% +NT$46.8b | 61.6% | PE33.3x |