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Taiwanese (TAIEX) Telecom Sector Analysis

UpdatedJan 14, 2025
DataAggregated Company Financials
Companies51
  • 7D-1.9%
  • 3M-2.7%
  • 1Y12.9%
  • YTD-1.2%

In the last week, the Telecom industry is flat overall, with International Games SystemLtd standing out by going down 3.7%. As for the the longer term, the industry is up 13% over the past 12 months. Earnings are forecast to grow by 6.9% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Jan 2025NT$2.1tNT$613.4bNT$80.3b23.6x25.7x3.4x
Thu, 12 Dec 2024NT$2.1tNT$613.4bNT$80.3b24.4x26.4x3.5x
Sat, 09 Nov 2024NT$2.1tNT$605.0bNT$78.3b23.1x27.1x3.5x
Mon, 07 Oct 2024NT$2.1tNT$602.2bNT$78.1b22.4x26.9x3.5x
Wed, 04 Sep 2024NT$2.1tNT$602.2bNT$78.1b24.3x26.3x3.4x
Fri, 02 Aug 2024NT$2.0tNT$590.8bNT$75.0b25.6x26.5x3.4x
Sun, 30 Jun 2024NT$2.0tNT$590.8bNT$75.0b25.9x26.6x3.4x
Tue, 28 May 2024NT$1.9tNT$590.8bNT$75.0b25.3x25.7x3.3x
Thu, 25 Apr 2024NT$1.9tNT$578.9bNT$73.7b23x25.8x3.3x
Sat, 23 Mar 2024NT$1.9tNT$578.0bNT$74.3b23x25.4x3.3x
Mon, 19 Feb 2024NT$1.8tNT$572.9bNT$72.8b20.7x24.8x3.2x
Wed, 17 Jan 2024NT$1.8tNT$583.4bNT$67.9b20.3x26.2x3x
Fri, 15 Dec 2023NT$1.8tNT$584.6bNT$68.0b21.9x26.4x3.1x
Sun, 12 Nov 2023NT$1.7tNT$580.8bNT$67.4b20.3x25.7x3x
Tue, 10 Oct 2023NT$1.7tNT$580.2bNT$67.6b19.3x24.9x2.9x
Thu, 07 Sep 2023NT$1.7tNT$580.2bNT$67.6b20.3x24.9x2.9x
Sat, 05 Aug 2023NT$1.7tNT$575.5bNT$66.3b16.1x25.4x2.9x
Mon, 03 Jul 2023NT$1.7tNT$574.9bNT$66.1b18.6x26.1x3x
Wed, 31 May 2023NT$1.8tNT$574.4bNT$65.9b18.8x27.2x3.1x
Fri, 28 Apr 2023NT$1.8tNT$568.5bNT$65.2b18.3x27.5x3.1x
Sun, 26 Mar 2023NT$1.7tNT$566.4bNT$65.0b15.8x26.5x3x
Tue, 21 Feb 2023NT$1.6tNT$562.1bNT$64.9b15.5x25.4x2.9x
Thu, 19 Jan 2023NT$1.6tNT$562.4bNT$64.5b15.3x25x2.9x
Sat, 17 Dec 2022NT$1.6tNT$562.2bNT$64.4b15.8x24.4x2.8x
Mon, 14 Nov 2022NT$1.6tNT$562.2bNT$64.3b13.8x24.3x2.8x
Wed, 12 Oct 2022NT$1.5tNT$556.0bNT$64.8b14.5x23.8x2.8x
Fri, 09 Sep 2022NT$1.7tNT$554.5bNT$64.8b15.8x26x3x
Sun, 07 Aug 2022NT$1.7tNT$554.2bNT$64.1b16.7x26.5x3.1x
Tue, 05 Jul 2022NT$1.8tNT$546.9bNT$63.0b17.9x28.6x3.3x
Thu, 02 Jun 2022NT$1.8tNT$546.9bNT$63.0b18.7x28.2x3.2x
Sat, 30 Apr 2022NT$1.8tNT$539.1bNT$61.8b17.8x29.5x3.4x
Mon, 28 Mar 2022NT$1.8tNT$539.2bNT$60.9b24.9x29x3.3x
Wed, 23 Feb 2022NT$1.7tNT$531.8bNT$60.4b17.3x28.4x3.2x
Fri, 21 Jan 2022NT$1.6tNT$531.3bNT$60.0b20.4x27.3x3.1x
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 26.5x202320242025
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-4.51%
Telecom-1.92%
Telecom Services and Carriers-0.77%
Wireless Telecom-1.82%
Media-2.16%
Interactive Media and Services-4.33%
Entertainment-5.01%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 20.2x.
    • Analysts are expecting annual earnings growth of 17.9%, 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 Media industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
3045 Taiwan MobileNT$112.500.9%
+NT$3.0b
14.8%PE24.4x
4904 Far EasTone TelecommunicationsNT$88.900.7%
+NT$2.2b
11.5%PE26.7x
3086 Wayi International Digital EntertainmentNT$162.0013.3%
+NT$493.5m
19.2%PE148.1x
6650 Art Emperor Technology And CultureNT$43.004.9%
+NT$62.2m
-25.6%PE20.9x
4806 Kuei Tien Cultural & Creative EntertainmentNT$10.101.0%
+NT$20.0m
-22.6%PS51.6x
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Latest News

4904

NT$88.90

Far EasTone Telecommunications

7D

0.7%

1Y

11.5%

5278

NT$34.30

Sunfun Info

7D

-3.7%

1Y

119.2%

6180

NT$72.30

Gamania Digital Entertainment

7D

-7.8%

1Y

-2.2%

6650

NT$43.00

Art Emperor Technology And Culture

7D

4.9%

1Y

-25.6%

6163

NT$20.95

HwaCom Systems

7D

-10.7%

1Y

2.9%

3293

NT$934.00

International Games SystemLtd

7D

-4.7%

1Y

146.1%

8923

NT$19.70

China Times Publishing Comp

7D

2.3%

1Y

-0.3%

6101

NT$37.75

Kwan's International

7D

-7.0%

1Y

-6.1%

6136

NT$22.95

Fullerton Technology

7D

0.4%

1Y

6.7%

6184

NT$51.70

Dafeng TV

7D

0.2%

1Y

1.2%

5478

NT$120.00

Soft-World International

7D

-4.0%

1Y

-22.3%

6625

NT$78.40

B'in Live

7D

-11.2%

1Y

-12.4%

6561

NT$434.00

Chief Telecom

7D

-6.4%

1Y

32.3%