Narrative Update • Aug 19
The Wireless Telecom industry has stayed flat over the last week. As for the the longer term, the industry is up 14% over the past 12 months. As for the next few years, earnings are expected to grow by 6.0% per annum.
Has the Taiwanese Wireless Telecom Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 31 Aug 2026 | NT$712.4b | NT$316.3b | NT$31.0b | 23x | 23x | 2.3x |
| Wed, 29 Jul 2026 | NT$727.8b | NT$311.8b | NT$29.1b | 25x | 25x | 2.3x |
| Fri, 26 Jun 2026 | NT$755.0b | NT$311.8b | NT$29.1b | 26x | 25.9x | 2.4x |
| Sun, 24 May 2026 | NT$683.9b | NT$311.8b | NT$29.1b | 23.5x | 23.5x | 2.2x |
| Tue, 21 Apr 2026 | NT$697.4b | NT$309.1b | NT$28.2b | 24.8x | 24.8x | 2.3x |
| Thu, 19 Mar 2026 | NT$671.6b | NT$309.1b | NT$28.2b | 23.9x | 23.8x | 2.2x |
| Sat, 14 Feb 2026 | NT$653.5b | NT$248.8b | NT$24.2b | 27.4x | 27x | 2.6x |
| Mon, 12 Jan 2026 | NT$648.2b | NT$305.0b | NT$27.7b | 23.4x | 23.4x | 2.1x |
| Wed, 10 Dec 2025 | NT$625.4b | NT$305.0b | NT$27.7b | 22.6x | 22.6x | 2.1x |
| Fri, 07 Nov 2025 | NT$669.8b | NT$304.2b | NT$27.9b | 24x | 24x | 2.2x |
| Sun, 05 Oct 2025 | NT$650.6b | NT$304.2b | NT$27.9b | 23.3x | 23.3x | 2.1x |
| Tue, 02 Sep 2025 | NT$626.1b | NT$304.2b | NT$27.9b | 22.4x | 22.4x | 2.1x |
| Thu, 31 Jul 2025 | NT$621.9b | NT$304.2b | NT$27.6b | 22.5x | 22.5x | 2x |
| Sat, 28 Jun 2025 | NT$672.8b | NT$304.2b | NT$27.6b | 24.3x | 24.3x | 2.2x |
| Mon, 26 May 2025 | NT$674.8b | NT$304.2b | NT$27.6b | 24.4x | 24.4x | 2.2x |
| Wed, 23 Apr 2025 | NT$649.0b | NT$304.0b | NT$26.7b | 24.3x | 24.3x | 2.1x |
| Fri, 21 Mar 2025 | NT$688.9b | NT$304.0b | NT$26.7b | 25.8x | 25.8x | 2.3x |
| Sun, 16 Feb 2025 | NT$660.4b | NT$298.7b | NT$26.0b | 25.5x | 25.4x | 2.2x |
| Tue, 14 Jan 2025 | NT$653.1b | NT$298.7b | NT$26.0b | 25.2x | 25.1x | 2.2x |
| Thu, 12 Dec 2024 | NT$669.3b | NT$298.7b | NT$26.0b | 25.9x | 25.8x | 2.2x |
| Sat, 09 Nov 2024 | NT$661.2b | NT$293.2b | NT$24.4b | 27.1x | 27.1x | 2.3x |
| Mon, 07 Oct 2024 | NT$657.2b | NT$293.2b | NT$24.4b | 26.9x | 26.9x | 2.2x |
| Wed, 04 Sep 2024 | NT$668.3b | NT$293.2b | NT$24.4b | 27.4x | 27.4x | 2.3x |
| Fri, 02 Aug 2024 | NT$631.7b | NT$285.7b | NT$23.9b | 26.5x | 26.5x | 2.2x |
| Sun, 30 Jun 2024 | NT$626.9b | NT$285.7b | NT$23.9b | 26.3x | 26.2x | 2.2x |
| Tue, 28 May 2024 | NT$619.4b | NT$285.7b | NT$23.9b | 26x | 25.9x | 2.2x |
| Thu, 25 Apr 2024 | NT$598.8b | NT$277.0b | NT$23.5b | 25.5x | 25.5x | 2.2x |
| Sat, 23 Mar 2024 | NT$587.7b | NT$277.0b | NT$23.5b | 25.1x | 25.1x | 2.1x |
| Mon, 19 Feb 2024 | NT$563.4b | NT$271.9b | NT$22.1b | 25.6x | 25.5x | 2.1x |
| Wed, 17 Jan 2024 | NT$536.1b | NT$271.9b | NT$22.1b | 24.3x | 24.3x | 2x |
| Fri, 15 Dec 2023 | NT$537.9b | NT$271.9b | NT$22.1b | 24.6x | 24.4x | 2x |
| Sun, 12 Nov 2023 | NT$531.9b | NT$269.2b | NT$22.0b | 24.2x | 24.2x | 2x |
| Tue, 10 Oct 2023 | NT$503.6b | NT$268.2b | NT$21.5b | 23.3x | 23.4x | 1.9x |
| Thu, 07 Sep 2023 | NT$495.8b | NT$268.2b | NT$21.5b | 23x | 23x | 1.8x |
23x
Which industries have driven the changes within the Taiwanese Telecom industry?
| TW Market | 2.56% | |
| Telecom | -0.97% | |
| Wireless Telecom | -0.79% | |
| Wireless Telecom Services | -0.79% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3045 Taiwan Mobile | NT$116.00 | 0.9% +NT$3.0b | 8.9% | PE21.7x |