Narrative Update • Jun 02

The Tech Hardware Storage and Peripherals industry is up 15% in the last week, with Quanta Computer up 14%. In the last 12 months, the industry was up 72%. As for the next few years, earnings are expected to grow by 21% 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 |
|---|---|---|---|---|---|---|
| Fri, 05 Jun 2026 | NT$9.7t | NT$12.3t | NT$403.5b | 24.6x | 24x | 0.8x |
| Sun, 03 May 2026 | NT$7.7t | NT$11.1t | NT$376.6b | 23.4x | 20.4x | 0.7x |
| Tue, 31 Mar 2026 | NT$6.6t | NT$11.1t | NT$375.2b | 21.7x | 17.6x | 0.6x |
| Thu, 26 Feb 2026 | NT$6.8t | NT$10.2t | NT$338.6b | 23x | 20x | 0.7x |
| Sat, 24 Jan 2026 | NT$6.4t | NT$10.2t | NT$337.1b | 21.5x | 19.1x | 0.6x |
| Mon, 22 Dec 2025 | NT$6.4t | NT$10.2t | NT$337.1b | 20.7x | 19.1x | 0.6x |
| Wed, 19 Nov 2025 | NT$6.4t | NT$10.2t | NT$336.9b | 21.5x | 19x | 0.6x |
| Fri, 17 Oct 2025 | NT$6.6t | NT$9.7t | NT$307.1b | 22.6x | 21.5x | 0.7x |
| Sun, 14 Sep 2025 | NT$6.3t | NT$9.7t | NT$307.1b | 23.1x | 20.4x | 0.6x |
| Tue, 12 Aug 2025 | NT$6.1t | NT$9.1t | NT$314.5b | 21.9x | 19.5x | 0.7x |
| Thu, 10 Jul 2025 | NT$5.6t | NT$8.9t | NT$315.6b | 19.9x | 17.8x | 0.6x |
| Sat, 07 Jun 2025 | NT$5.5t | NT$8.9t | NT$315.8b | 18.9x | 17.5x | 0.6x |
| Mon, 05 May 2025 | NT$5.1t | NT$8.3t | NT$286.9b | 18.2x | 17.8x | 0.6x |
| Wed, 02 Apr 2025 | NT$5.1t | NT$8.3t | NT$285.0b | 19.5x | 17.9x | 0.6x |
| Fri, 28 Feb 2025 | NT$5.6t | NT$7.9t | NT$272.4b | 21.5x | 20.6x | 0.7x |
| Sun, 26 Jan 2025 | NT$5.5t | NT$7.9t | NT$266.3b | 20.7x | 20.8x | 0.7x |
| Tue, 24 Dec 2024 | NT$5.7t | NT$7.9t | NT$265.1b | 20.9x | 21.4x | 0.7x |
| Thu, 21 Nov 2024 | NT$5.6t | NT$7.9t | NT$264.4b | 21.2x | 21.1x | 0.7x |
| Sat, 19 Oct 2024 | NT$5.6t | NT$7.5t | NT$262.6b | 21.3x | 21.3x | 0.7x |
| Mon, 16 Sep 2024 | NT$5.1t | NT$7.5t | NT$262.6b | 20.4x | 19.5x | 0.7x |
| Wed, 14 Aug 2024 | NT$5.2t | NT$7.5t | NT$255.2b | 20.7x | 20.3x | 0.7x |
| Fri, 12 Jul 2024 | NT$5.9t | NT$7.3t | NT$239.0b | 25x | 24.8x | 0.8x |
| Sun, 09 Jun 2024 | NT$5.6t | NT$7.3t | NT$239.5b | 23.5x | 23.5x | 0.8x |
| Tue, 07 May 2024 | NT$5.4t | NT$7.3t | NT$210.3b | 23.5x | 25.5x | 0.7x |
| Thu, 04 Apr 2024 | NT$5.6t | NT$7.3t | NT$211.3b | 24.5x | 26.6x | 0.8x |
| Sat, 02 Mar 2024 | NT$5.4t | NT$7.5t | NT$191.9b | 22.9x | 27.9x | 0.7x |
| Mon, 29 Jan 2024 | NT$5.0t | NT$7.5t | NT$193.5b | 21.6x | 25.6x | 0.7x |
| Wed, 27 Dec 2023 | NT$4.8t | NT$7.5t | NT$193.5b | 21.5x | 24.9x | 0.6x |
| Fri, 24 Nov 2023 | NT$4.5t | NT$7.5t | NT$193.6b | 21x | 23x | 0.6x |
| Sun, 22 Oct 2023 | NT$4.2t | NT$7.8t | NT$199.9b | 18.6x | 21x | 0.5x |
| Tue, 19 Sep 2023 | NT$4.4t | NT$7.8t | NT$199.7b | 20.7x | 22.3x | 0.6x |
| Thu, 17 Aug 2023 | NT$5.0t | NT$7.7t | NT$196.8b | 22.1x | 25.2x | 0.6x |
| Sat, 15 Jul 2023 | NT$4.7t | NT$7.7t | NT$192.8b | 21.3x | 24.2x | 0.6x |
| Mon, 12 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 | 4.41% | |
| Tech | 3.58% | |
| Tech Hardware | 15.22% | |
| Tech Hardware Storage and Peripherals | 15.22% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2382 Quanta Computer | NT$390.50 | 15.2% +NT$198.5b | 41.5% | PE19.6x | |
| 2357 ASUSTeK Computer | NT$900.00 | 18.3% +NT$103.2b | 39.5% | PE16.1x | |
| 2059 King Slide Works | NT$5.62k | 11.0% +NT$52.9b | 163.2% | PE49.5x | |
| 6669 Wiwynn | NT$5.66k | 3.9% +NT$40.0b | 129.6% | PE19x | |
| 3231 Wistron | NT$171.00 | 7.9% +NT$39.8b | 55.5% | PE17.2x |