Narrative Update • Jul 28

Over the last 7 days, the Tech Hardware Storage and Peripherals industry has dropped 4.1%, driven by a pullback from Quanta Computer of 11%. In contrast, ASUSTeK Computer has gained 5.1%. This takes the industry's 12 month performance to a gain of 46%. 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 |
|---|---|---|---|---|---|---|
| Mon, 03 Aug 2026 | NT$8.6t | NT$12.3t | NT$421.9b | 19.3x | 20.4x | 0.7x |
| Wed, 01 Jul 2026 | NT$8.8t | NT$12.3t | NT$403.6b | 22.6x | 21.9x | 0.7x |
| Fri, 29 May 2026 | NT$8.4t | NT$12.3t | NT$403.5b | 22.9x | 20.8x | 0.7x |
| Sun, 26 Apr 2026 | NT$7.8t | NT$11.1t | NT$375.2b | 22.9x | 20.7x | 0.7x |
| Tue, 24 Mar 2026 | NT$6.7t | NT$11.1t | NT$375.3b | 21.8x | 17.8x | 0.6x |
| Thu, 19 Feb 2026 | NT$6.5t | NT$10.2t | NT$337.3b | 21.6x | 19.2x | 0.6x |
| Sat, 17 Jan 2026 | NT$6.5t | NT$10.2t | NT$337.1b | 21.4x | 19.2x | 0.6x |
| Mon, 15 Dec 2025 | NT$6.6t | NT$10.2t | NT$337.1b | 21.1x | 19.5x | 0.6x |
| Wed, 12 Nov 2025 | NT$6.9t | NT$9.9t | NT$324.9b | 21.4x | 21.3x | 0.7x |
| Fri, 10 Oct 2025 | NT$6.6t | NT$9.7t | NT$307.1b | 22.8x | 21.4x | 0.7x |
| Sun, 07 Sep 2025 | NT$5.9t | NT$9.7t | NT$307.1b | 23.2x | 19.4x | 0.6x |
| Tue, 05 Aug 2025 | NT$5.8t | NT$8.9t | NT$315.6b | 20.8x | 18.4x | 0.7x |
| Thu, 03 Jul 2025 | NT$5.6t | NT$8.9t | NT$315.7b | 19.6x | 17.8x | 0.6x |
| Sat, 31 May 2025 | NT$5.4t | NT$8.9t | NT$315.8b | 19.3x | 17.2x | 0.6x |
| Mon, 28 Apr 2025 | NT$4.9t | NT$8.3t | NT$285.9b | 17.3x | 17x | 0.6x |
| Wed, 26 Mar 2025 | NT$5.4t | NT$8.3t | NT$284.6b | 19.6x | 18.9x | 0.7x |
| Fri, 21 Feb 2025 | NT$5.8t | NT$7.9t | NT$266.3b | 21.7x | 21.6x | 0.7x |
| Sun, 19 Jan 2025 | NT$5.4t | NT$7.9t | NT$266.3b | 20.2x | 20.4x | 0.7x |
| Tue, 17 Dec 2024 | NT$5.5t | NT$1.8t | NT$81.5b | 22.4x | 67.8x | 3.1x |
| Thu, 14 Nov 2024 | NT$5.8t | NT$7.6t | NT$257.7b | 21.9x | 22.3x | 0.8x |
| Sat, 12 Oct 2024 | NT$5.4t | NT$7.5t | NT$262.6b | 21x | 20.6x | 0.7x |
| Mon, 09 Sep 2024 | NT$5.1t | NT$7.5t | NT$262.6b | 20.1x | 19.3x | 0.7x |
| Wed, 07 Aug 2024 | NT$4.7t | NT$7.3t | NT$237.2b | 19.7x | 20x | 0.6x |
| Fri, 05 Jul 2024 | NT$5.9t | NT$7.3t | NT$239.0b | 24.8x | 24.6x | 0.8x |
| Sun, 02 Jun 2024 | NT$5.7t | NT$7.3t | NT$239.7b | 24x | 23.8x | 0.8x |
| Tue, 30 Apr 2024 | NT$5.4t | NT$7.3t | NT$210.2b | 24x | 25.6x | 0.7x |
| Thu, 28 Mar 2024 | NT$5.4t | NT$7.3t | NT$205.5b | 24.7x | 26.4x | 0.7x |
| Sat, 24 Feb 2024 | NT$5.2t | NT$7.5t | NT$193.5b | 22.5x | 27x | 0.7x |
| Mon, 22 Jan 2024 | NT$4.9t | NT$7.5t | NT$193.5b | 21.5x | 25.3x | 0.7x |
| Wed, 20 Dec 2023 | NT$4.6t | NT$7.5t | NT$193.5b | 20.8x | 23.7x | 0.6x |
| Fri, 17 Nov 2023 | NT$4.5t | NT$7.5t | NT$208.8b | 19.8x | 21.5x | 0.6x |
| Sun, 15 Oct 2023 | NT$4.5t | NT$7.8t | NT$199.9b | 20.5x | 22.6x | 0.6x |
| Tue, 12 Sep 2023 | NT$4.5t | NT$7.8t | NT$199.7b | 20.4x | 22.5x | 0.6x |
| Thu, 10 Aug 2023 | NT$4.8t | NT$7.9t | NT$191.9b | 22.5x | 24.9x | 0.6x |
24.9x
How does Taiwanese Tech Hardware Storage and Peripherals compare with similar industries?
| TW Market | -1.71% | |
| Tech | -1.80% | |
| 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 |