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Taiwanese (TAIEX) Telecom Sector Analysis

UpdatedDec 22, 2024
DataAggregated Company Financials
Companies51
  • 7D-1.1%
  • 3M-0.6%
  • 1Y17.8%
  • YTD15.4%

Over the last 7 days, the Telecom industry has dropped 1.1%, driven by International Games SystemLtd declining 2.8%. This takes the industry's 12 month performance to a gain of 18%. Looking forward, earnings are forecast to grow by 7.0% annually.

Sector Valuation and Performance

Has the Taiwanese Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 22 Dec 2024NT$2.1tNT$613.4bNT$80.3b24x26.1x3.4x
Tue, 19 Nov 2024NT$2.1tNT$612.8bNT$80.3b23.2x25.8x3.4x
Thu, 17 Oct 2024NT$2.1tNT$602.2bNT$78.1b23.2x27.1x3.5x
Sat, 14 Sep 2024NT$2.1tNT$602.2bNT$78.1b24.8x26.7x3.5x
Mon, 12 Aug 2024NT$2.0tNT$596.1bNT$76.6b25.2x26.2x3.4x
Wed, 10 Jul 2024NT$1.9tNT$590.8bNT$75.0b25x25.9x3.3x
Fri, 07 Jun 2024NT$2.0tNT$590.8bNT$75.0b25.5x26.2x3.3x
Sun, 05 May 2024NT$1.9tNT$579.7bNT$73.5b25.3x25.9x3.3x
Tue, 02 Apr 2024NT$1.9tNT$578.1bNT$74.3b24x26.2x3.4x
Thu, 29 Feb 2024NT$1.8tNT$578.1bNT$74.2b20.1x24.6x3.2x
Sat, 27 Jan 2024NT$1.8tNT$583.4bNT$67.9b19.8x26.3x3.1x
Mon, 25 Dec 2023NT$1.8tNT$584.6bNT$68.0b21.4x25.9x3x
Wed, 22 Nov 2023NT$1.7tNT$584.0bNT$68.0b19.3x25.6x3x
Fri, 20 Oct 2023NT$1.7tNT$580.2bNT$67.6b19.9x25.1x2.9x
Sun, 17 Sep 2023NT$1.7tNT$580.2bNT$67.6b20x25.2x2.9x
Tue, 15 Aug 2023NT$1.7tNT$580.6bNT$67.6b16x24.8x2.9x
Thu, 13 Jul 2023NT$1.7tNT$575.3bNT$66.2b17.4x25.4x2.9x
Sat, 10 Jun 2023NT$1.8tNT$574.9bNT$66.1b19.7x27.5x3.2x
Mon, 08 May 2023NT$1.8tNT$568.5bNT$65.0b18x27.8x3.2x
Wed, 05 Apr 2023NT$1.7tNT$567.5bNT$65.1b16.1x26.5x3x
Fri, 03 Mar 2023NT$1.7tNT$566.3bNT$64.9b15.2x25.6x2.9x
Sun, 29 Jan 2023NT$1.6tNT$562.4bNT$64.5b15.3x25x2.9x
Tue, 27 Dec 2022NT$1.6tNT$562.2bNT$64.4b15.1x24.6x2.8x
Thu, 24 Nov 2022NT$1.5tNT$562.2bNT$64.4b15.1x23.9x2.7x
Sat, 22 Oct 2022NT$1.5tNT$556.0bNT$64.8b13.9x23.7x2.8x
Mon, 19 Sep 2022NT$1.6tNT$555.8bNT$64.8b15.6x25.4x3x
Wed, 17 Aug 2022NT$1.7tNT$553.7bNT$64.6b16.9x26.6x3.1x
Fri, 15 Jul 2022NT$1.7tNT$546.9bNT$63.0b17.5x27.4x3.2x
Sun, 12 Jun 2022NT$1.8tNT$546.9bNT$63.0b18.1x28.1x3.2x
Tue, 10 May 2022NT$1.8tNT$546.1bNT$62.9b17.9x27.9x3.2x
Thu, 07 Apr 2022NT$1.8tNT$538.6bNT$61.6b18.7x28.6x3.3x
Sat, 05 Mar 2022NT$1.7tNT$539.8bNT$60.9b19x28.3x3.2x
Mon, 31 Jan 2022NT$1.6tNT$531.7bNT$60.4b20x27.1x3.1x
Wed, 29 Dec 2021NT$1.6tNT$531.3bNT$60.0b19x27.3x3.1x
Price to Earnings Ratio

27.3x


Total Market Cap: NT$1.6tTotal Earnings: NT$60.0bTotal Revenue: NT$531.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Telecom Sector Price to Earnings3Y Average 26.5x202220232024
Current Industry PE
  • Investors are relatively neutral on the Taiwanese Communication Services industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 26.5x.
  • The industry is trading close to its 3-year average PS ratio of 3.2x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 10% per year over the last three years.
  • Revenues for these companies have grown 4.9% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Taiwanese Telecom sector?

TW Market-2.11%
Telecom-1.07%
Media0.72%
Telecom Services and Carriers-0.37%
Wireless Telecom-0.95%
Entertainment-2.65%
Interactive Media and Services-10.57%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 20.0x.
    • Analysts are expecting annual earnings growth of 17.8%, which is lower than the prior year's growth of 23.8% per year.
  • Investors are most pessimistic about the Media industry, which is trading close to its 3-year average of 18.9x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 18% over the next 5 years.
  • However this is lower than its past earnings growth rate of 24% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 3.6% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
6561 Chief TelecomNT$476.001.2%
+NT$428.3m
49.2%PE36.7x
6596 Kuang Hong Arts Management IncorporationNT$82.609.8%
+NT$244.2m
62.6%PE10.9x
8329 Taiwan Television EnterpriseLtdNT$14.054.1%
+NT$154.3m
80.1%PE50.3x
6101 Kwan's InternationalNT$38.252.0%
+NT$85.8m
-13.8%PE116.1x
6650 Art Emperor Technology And CultureNT$38.206.1%
+NT$68.4m
-38.4%PE18.6x
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Latest News

6650

NT$38.20

Art Emperor Technology And Culture

7D

6.1%

1Y

-38.4%

5278

NT$36.95

Sunfun Info

7D

-19.5%

1Y

133.4%

3293

NT$982.00

International Games SystemLtd

7D

-2.8%

1Y

169.4%

6596

NT$82.60

Kuang Hong Arts Management Incorporation

7D

9.8%

1Y

62.6%

6101

NT$38.25

Kwan's International

7D

2.0%

1Y

-13.8%

6144

NT$35.60

Deltamac(Taiwan)Co.Ltd

7D

-12.2%

1Y

167.7%

8489

NT$31.15

Samebest

7D

2.5%

1Y

26.4%

5478

NT$125.00

Soft-World International

7D

-3.5%

1Y

-26.5%

6561

NT$476.00

Chief Telecom

7D

1.2%

1Y

49.2%

8329

NT$14.05

Taiwan Television EnterpriseLtd

7D

4.1%

1Y

80.1%

6798

NT$50.10

Flight International

7D

2.3%

1Y

-22.9%