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Taiwanese (TAIEX) Telecom Sector Analysis

UpdatedJan 25, 2026
DataAggregated Company Financials
Companies51
  • 7D-0.1%
  • 3M-1.9%
  • 1Y-0.3%
  • YTD0.9%

The Telecom industry has stayed flat over the last week. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 7.0% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 25 Jan 2026NT$2.1tNT$630.8bNT$84.4b19.9x24.6x3.3x
Tue, 23 Dec 2025NT$2.0tNT$630.8bNT$84.4b19.1x24x3.2x
Thu, 20 Nov 2025NT$2.0tNT$630.8bNT$84.3b19.6x24.2x3.2x
Sat, 18 Oct 2025NT$2.1tNT$626.8bNT$84.0b21.8x24.9x3.3x
Mon, 15 Sep 2025NT$2.1tNT$626.8bNT$84.0b22.3x25x3.4x
Wed, 13 Aug 2025NT$2.1tNT$626.3bNT$84.8b22.2x24.5x3.3x
Fri, 11 Jul 2025NT$2.1tNT$624.8bNT$85.7b23x23.9x3.3x
Sun, 08 Jun 2025NT$2.1tNT$624.8bNT$85.7b23x24.4x3.4x
Tue, 06 May 2025NT$2.1tNT$622.7bNT$84.0b24.1x24.9x3.4x
Thu, 03 Apr 2025NT$2.1tNT$624.5bNT$83.1b22.3x25.5x3.4x
Sat, 01 Mar 2025NT$2.1tNT$619.8bNT$81.9b24.8x26.2x3.5x
Mon, 27 Jan 2025NT$2.1tNT$616.8bNT$81.0b23.4x25.7x3.4x
Wed, 25 Dec 2024NT$2.1tNT$613.4bNT$80.3b24.1x26.3x3.4x
Fri, 22 Nov 2024NT$2.1tNT$613.5bNT$80.3b23.5x26x3.4x
Sun, 20 Oct 2024NT$2.1tNT$602.2bNT$78.1b23.2x27.4x3.6x
Tue, 17 Sep 2024NT$2.1tNT$602.2bNT$78.1b24.5x26.7x3.5x
Thu, 15 Aug 2024NT$2.0tNT$600.9bNT$77.8b25.1x26x3.4x
Sat, 13 Jul 2024NT$1.9tNT$590.8bNT$75.0b25.1x25.7x3.3x
Mon, 10 Jun 2024NT$2.0tNT$590.8bNT$75.0b25.6x26.1x3.3x
Wed, 08 May 2024NT$1.9tNT$580.0bNT$73.6b25.4x26.1x3.3x
Fri, 05 Apr 2024NT$1.9tNT$578.8bNT$73.8b22.9x26.1x3.3x
Sun, 03 Mar 2024NT$1.8tNT$578.1bNT$74.2b20.4x24.6x3.2x
Tue, 30 Jan 2024NT$1.8tNT$585.8bNT$67.8b19.7x26.5x3.1x
Thu, 28 Dec 2023NT$1.8tNT$584.6bNT$68.0b20.2x26.1x3x
Sat, 25 Nov 2023NT$1.8tNT$584.4bNT$68.0b19x25.8x3x
Mon, 23 Oct 2023NT$1.7tNT$580.2bNT$67.6b19.8x24.9x2.9x
Wed, 20 Sep 2023NT$1.7tNT$580.2bNT$67.6b19.9x25.2x2.9x
Fri, 18 Aug 2023NT$1.7tNT$581.0bNT$67.5b18x24.9x2.9x
Sun, 16 Jul 2023NT$1.7tNT$575.3bNT$66.2b18.6x25.7x3x
Tue, 13 Jun 2023NT$1.8tNT$574.9bNT$66.1b19.6x27.4x3.1x
Thu, 11 May 2023NT$1.8tNT$571.9bNT$65.1b18.3x27.7x3.1x
Sat, 08 Apr 2023NT$1.7tNT$567.5bNT$65.1b17x26.7x3.1x
Mon, 06 Mar 2023NT$1.7tNT$566.3bNT$65.0b15.4x25.8x3x
Wed, 01 Feb 2023NT$1.6tNT$562.4bNT$64.5b15x24.9x2.9x
Price to Earnings Ratio

24.9x


Total Market Cap: NT$1.6tTotal Earnings: NT$64.5bTotal Revenue: NT$562.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Telecom Sector Price to Earnings3Y Average 25.9x202420252026
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 25.9x.
  • The industry is trading close to its 3-year average PS ratio of 3.3x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 9.4% per year over the last three years.
  • Revenues for these companies have grown 3.9% 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 Market1.81%
Telecom-0.14%
Interactive Media and Services2.52%
Telecom Services and Carriers0.63%
Media-0.57%
Entertainment-0.81%
Wireless Telecom-1.17%
Industry PE
  • Investors are most optimistic about the Telecom Services and Carriers industry, which is trading close to its 3-year average PE ratio of 29.7x.
    • Analysts are expecting annual earnings growth of 4.5%, which is lower than the prior year's growth of 47.4% per year.
  • Investors are most pessimistic about the Media industry, which is trading below its 3-year average of 17.7x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings decline of 2.6% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 4.5% 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
2412 Chunghwa TelecomNT$134.000.8%
+NT$7.8b		7.6%PE27.1x
5478 Soft-World InternationalNT$105.004.5%
+NT$674.2m		-15.0%PE14.4x
5278 Sunfun InfoNT$31.956.1%
+NT$555.0m		-6.6%PE33.7x
6101 Kwan's InternationalNT$39.406.5%
+NT$275.1m		1.0%PS4.1x
6111 Star Fusion GroupNT$49.603.9%
+NT$179.2m		-14.5%PS0.8x

Latest News

2412
NT$134.00
Chunghwa Telecom
7D
0.8%
1Y
7.6%
3045
NT$107.50
Taiwan Mobile
7D
-0.5%
1Y
-2.3%

3045: Future Profit Margin Improvement Will Support A More Attractive P E Multiple

Analysts have trimmed their price target for Taiwan Mobile to the equivalent of about $121.29 from $122.80, citing slightly more conservative revenue growth and P/E assumptions, partly offset by a small uplift in projected profit margin. Valuation Changes Fair value estimate trimmed slightly to about $121.29 from $122.80.
6163
NT$68.00
HwaCom Systems
7D
-5.3%
1Y
233.3%
4904
NT$89.40
Far EasTone Telecommunications
7D
-1.9%
1Y
1.5%
6561
NT$344.00
Chief Telecom
7D
-1.3%
1Y
-22.3%
5278
NT$31.95
Sunfun Info
7D
6.1%
1Y
-6.6%
3687
NT$83.90
MacroWell OMG Digital Entertainment
7D
1.6%
1Y
-11.0%
6111
NT$49.60
Star Fusion Group
7D
3.9%
1Y
-14.5%
6101
NT$39.40
Kwan's International
7D
6.5%
1Y
1.0%
3546
NT$78.80
USERJOY TechnologyLtd
7D
2.9%
1Y
15.3%
5478
NT$105.00
Soft-World International
7D
4.5%
1Y
-15.0%
4994
NT$101.00
X-Legend Entertainment
7D
-2.4%
1Y
1.1%
3293
NT$738.00
International Games SystemLtd
7D
-1.5%
1Y
-22.0%
6798
NT$48.50
Flight International
7D
9.6%
1Y
9.0%
8329
NT$10.10
Taiwan Television EnterpriseLtd
7D
-4.7%
1Y
-16.2%
6184
NT$48.40
Dafeng TV
7D
-1.0%
1Y
-6.9%