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Taiwanese (TAIEX) Telecom Sector Analysis

UpdatedMar 10, 2026
DataAggregated Company Financials
Companies51
  • 7D-1.4%
  • 3M3.3%
  • 1Y-2.9%
  • YTD1.1%

In the last week, the Telecom industry is up 1.4%, with International Games SystemLtd up 1.0%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 8.7% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 10 Mar 2026NT$2.1tNT$635.5bNT$84.9b19x24.5x3.3x
Thu, 05 Feb 2026NT$2.0tNT$631.2bNT$84.6b18.7x24.1x3.2x
Sat, 03 Jan 2026NT$2.1tNT$630.8bNT$84.4b19.7x24.4x3.3x
Mon, 01 Dec 2025NT$2.0tNT$630.8bNT$84.3b20.1x24.2x3.2x
Wed, 29 Oct 2025NT$2.1tNT$626.8bNT$84.0b21.2x24.8x3.3x
Fri, 26 Sep 2025NT$2.1tNT$626.8bNT$84.0b22x24.7x3.3x
Sun, 24 Aug 2025NT$2.1tNT$627.1bNT$84.4b22.3x24.8x3.3x
Tue, 22 Jul 2025NT$2.0tNT$624.8bNT$85.7b22.4x23.7x3.2x
Thu, 19 Jun 2025NT$2.2tNT$624.8bNT$85.7b23.3x25.6x3.5x
Sat, 17 May 2025NT$2.1tNT$624.3bNT$85.6b24x24.8x3.4x
Mon, 14 Apr 2025NT$2.1tNT$624.5bNT$83.1b20.8x25.1x3.3x
Wed, 12 Mar 2025NT$2.1tNT$623.7bNT$82.6b25.5x25.7x3.4x
Fri, 07 Feb 2025NT$2.1tNT$616.8bNT$81.0b24.4x25.9x3.4x
Sun, 05 Jan 2025NT$2.1tNT$613.4bNT$80.3b24.3x26x3.4x
Tue, 03 Dec 2024NT$2.1tNT$613.5bNT$80.3b24.2x26.3x3.4x
Thu, 31 Oct 2024NT$2.2tNT$602.2bNT$78.1b23.1x28x3.6x
Sat, 28 Sep 2024NT$2.1tNT$602.2bNT$78.1b23.8x27.5x3.6x
Mon, 26 Aug 2024NT$2.1tNT$602.2bNT$78.1b24.2x26.5x3.4x
Wed, 24 Jul 2024NT$2.0tNT$590.8bNT$75.0b25.6x26.4x3.3x
Fri, 21 Jun 2024NT$2.0tNT$590.8bNT$75.0b25.6x26.4x3.4x
Sun, 19 May 2024NT$1.9tNT$589.9bNT$74.7b24.9x25.8x3.3x
Tue, 16 Apr 2024NT$1.9tNT$578.8bNT$73.7b23.4x26.2x3.3x
Thu, 14 Mar 2024NT$1.9tNT$577.6bNT$74.3b23.7x25.3x3.3x
Sat, 10 Feb 2024NT$1.8tNT$572.9bNT$72.6b20.8x24.4x3.1x
Mon, 08 Jan 2024NT$1.8tNT$583.4bNT$67.9b20.9x26.2x3.1x
Wed, 06 Dec 2023NT$1.8tNT$584.6bNT$68.0b20.7x26.6x3.1x
Fri, 03 Nov 2023NT$1.7tNT$580.2bNT$67.6b20.6x25.5x3x
Sun, 01 Oct 2023NT$1.7tNT$580.2bNT$67.6b19.7x25x2.9x
Tue, 29 Aug 2023NT$1.7tNT$580.2bNT$67.6b19.8x24.8x2.9x
Thu, 27 Jul 2023NT$1.7tNT$575.3bNT$66.2b16.7x25.5x2.9x
Sat, 24 Jun 2023NT$1.8tNT$574.9bNT$66.1b18.1x27.4x3.1x
Mon, 22 May 2023NT$1.8tNT$575.1bNT$65.9b18.8x27.5x3.2x
Wed, 19 Apr 2023NT$1.8tNT$567.7bNT$64.8b18.1x27.8x3.2x
Fri, 17 Mar 2023NT$1.7tNT$565.8bNT$64.7b14.6x26.1x3x
Price to Earnings Ratio

26.1x


Total Market Cap: NT$1.7tTotal Earnings: NT$64.7bTotal Revenue: NT$565.8bTotal 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 3-year average PS ratio of 3.3x is lower than the industry's current PS ratio of 3.6x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 7.9% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

TW Market-8.48%
Telecom-1.44%
Entertainment0.023%
Wireless Telecom-1.59%
Telecom Services and Carriers-1.60%
Media-2.33%
Interactive Media and Services-6.94%
Industry PE
  • Investors are most optimistic about the Wireless Telecom industry, which is trading close to its 3-year average PE ratio of 24.9x.
    • Analysts are expecting annual earnings growth of 13.4%, which is higher than its past year's earnings decline of 8.3% per year.
  • Investors are most pessimistic about the Media industry, which is trading below its 3-year average of 17.5x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 18% over the next 5 years.
  • This is better than its past earnings growth rate of 4.3% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 3.8% 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
3293 International Games SystemLtdNT$702.000.6%
+NT$1.1b		-20.5%PE19x
5478 Soft-World InternationalNT$106.003.9%
+NT$599.3m		-17.8%PE13.4x
8359 Cashbox PartyworldNT$61.801.3%
+NT$109.2m		-31.3%PE15.8x
8446 HIM International MusicNT$96.401.5%
+NT$74.1m		-18.0%PE9.2x
6856 SHINE TREND International Multimedia TechnologyNT$54.502.6%
+NT$39.5m		-13.5%n/a

Latest News

6464
NT$76.40
Taiwan Optical Platform
7D
-3.9%
1Y
-0.8%
3293
NT$702.00
International Games SystemLtd
7D
0.6%
1Y
-20.5%
6856
NT$54.50
SHINE TREND International Multimedia Technology
7D
2.6%
1Y
-13.5%
5478
NT$106.00
Soft-World International
7D
3.9%
1Y
-17.8%
4904
NT$91.30
Far EasTone Telecommunications
7D
-2.7%
1Y
-1.8%
6180
NT$48.30
Gamania Digital Entertainment
7D
-5.1%
1Y
-36.4%
2412
NT$135.00
Chunghwa Telecom
7D
-2.2%
1Y
5.9%
8359
NT$61.80
Cashbox Partyworld
7D
1.3%
1Y
-31.3%
3045
NT$107.00
Taiwan Mobile
7D
-1.4%
1Y
-8.2%

3045: Higher Revenue Assumptions And Lower P/E Will Support Steady Margins

Analysts have kept their NT$117.29 price target for Taiwan Mobile unchanged, citing adjusted assumptions around revenue growth, profit margins, and a lower projected future P/E of about 23x as reasons to maintain their valuation view. Valuation Changes Fair Value: The NT$117.29 fair value estimate is unchanged, with no adjustment to the target price level.
6163
NT$50.20
HwaCom Systems
7D
-4.6%
1Y
131.9%
8446
NT$96.40
HIM International Music
7D
1.5%
1Y
-18.0%
5278
NT$25.80
Sunfun Info
7D
-11.3%
1Y
-26.1%
7748
NT$30.10
Jollify Creative
7D
4.5%
1Y
-33.1%
6625
NT$80.70
B'in Live
7D
0.4%
1Y
14.1%
6101
NT$37.75
Kwan's International
7D
0.4%
1Y
7.5%
3086
NT$219.00
Wayi International Digital Entertainment
7D
-4.4%
1Y
35.3%