Visual Photonics Epitaxy Co., Ltd. (TWSE:2455) Not Flying Under The Radar
May 28
Taiwanese (TAIEX) Semiconductor Equipment Industry Analysis
UpdatedMay 28, 2024
DataAggregated Company Financials
Companies61
- 7D2.9%
- 3M6.9%
- 1Y21.5%
- YTDn/a
In the last week, the Semiconductor Equipment industry is up 2.9%, with GlobalWafers up 2.5%. In the last 12 months, the industry was up 22%. As for the next few years, earnings are expected to grow by 19% per annum.
Industry Valuation and Performance
Has the Taiwanese Semiconductor Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 28 May 2024 | NT$1.1t | NT$448.7b | NT$50.5b | 30.7x | 22.7x | 2.6x |
| Thu, 25 Apr 2024 | NT$1.1t | NT$453.8b | NT$52.3b | 30.5x | 21x | 2.4x |
| Sat, 23 Mar 2024 | NT$1.1t | NT$453.7b | NT$52.8b | 26.6x | 20.9x | 2.4x |
| Mon, 19 Feb 2024 | NT$993.7b | NT$459.3b | NT$56.6b | 23.1x | 17.5x | 2.2x |
| Wed, 17 Jan 2024 | NT$977.1b | NT$461.5b | NT$56.6b | 21.3x | 17.3x | 2.1x |
| Fri, 15 Dec 2023 | NT$986.4b | NT$459.5b | NT$56.3b | 20.4x | 17.5x | 2.1x |
| Sun, 12 Nov 2023 | NT$892.7b | NT$468.3b | NT$59.1b | 18.4x | 15.1x | 1.9x |
| Tue, 10 Oct 2023 | NT$875.7b | NT$477.6b | NT$63.1b | 17.3x | 13.9x | 1.8x |
| Thu, 07 Sep 2023 | NT$879.9b | NT$477.6b | NT$63.1b | 17.4x | 13.9x | 1.8x |
| Sat, 05 Aug 2023 | NT$814.0b | NT$443.5b | NT$60.0b | 14.9x | 13.6x | 1.8x |
| Mon, 03 Jul 2023 | NT$829.5b | NT$444.5b | NT$58.1b | 15x | 14.3x | 1.9x |
| Wed, 31 May 2023 | NT$810.8b | NT$441.5b | NT$58.7b | 13.3x | 13.8x | 1.8x |
| Fri, 28 Apr 2023 | NT$758.3b | NT$439.6b | NT$54.8b | 12.9x | 13.8x | 1.7x |
| Sun, 26 Mar 2023 | NT$813.3b | NT$438.7b | NT$55.2b | 12.5x | 14.7x | 1.9x |
| Tue, 21 Feb 2023 | NT$771.9b | NT$430.4b | NT$50.1b | 12.6x | 15.4x | 1.8x |
| Thu, 19 Jan 2023 | NT$716.8b | NT$430.6b | NT$50.2b | 11.6x | 14.3x | 1.7x |
| Sat, 17 Dec 2022 | NT$699.1b | NT$430.6b | NT$50.2b | 11.4x | 13.9x | 1.6x |
| Mon, 14 Nov 2022 | NT$684.0b | NT$430.1b | NT$49.7b | 11.3x | 13.8x | 1.6x |
| Wed, 12 Oct 2022 | NT$591.4b | NT$414.6b | NT$43.5b | 11.6x | 13.6x | 1.4x |
| Fri, 09 Sep 2022 | NT$722.4b | NT$414.4b | NT$43.4b | 13x | 16.6x | 1.7x |
| Sun, 07 Aug 2022 | NT$706.9b | NT$400.7b | NT$40.9b | 13.2x | 17.3x | 1.8x |
| Tue, 05 Jul 2022 | NT$655.6b | NT$396.6b | NT$42.1b | 12.2x | 15.6x | 1.7x |
| Thu, 02 Jun 2022 | NT$882.9b | NT$396.6b | NT$42.1b | 15x | 21x | 2.2x |
| Sat, 30 Apr 2022 | NT$773.8b | NT$378.4b | NT$40.7b | 15.3x | 19x | 2x |
| Mon, 28 Mar 2022 | NT$967.7b | NT$377.6b | NT$41.1b | 17.5x | 23.5x | 2.6x |
| Wed, 23 Feb 2022 | NT$871.7b | NT$348.1b | NT$39.3b | 17.4x | 22.2x | 2.5x |
| Fri, 21 Jan 2022 | NT$937.1b | NT$346.6b | NT$39.3b | 20.3x | 23.9x | 2.7x |
| Sun, 19 Dec 2021 | NT$949.1b | NT$345.8b | NT$39.3b | 18.8x | 24.1x | 2.7x |
| Tue, 16 Nov 2021 | NT$925.4b | NT$345.2b | NT$39.4b | 19.4x | 23.5x | 2.7x |
| Thu, 14 Oct 2021 | NT$811.8b | NT$330.8b | NT$37.8b | 18.1x | 21.5x | 2.5x |
| Sat, 11 Sep 2021 | NT$939.6b | NT$330.8b | NT$37.8b | 19.8x | 24.9x | 2.8x |
| Mon, 09 Aug 2021 | NT$913.5b | NT$330.8b | NT$37.8b | 20.8x | 24.2x | 2.8x |
Price to Earnings Ratio
23.6x
Current Industry PE
- Investors are optimistic on the Taiwanese Semiconductor Equipment industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 22.7x which is higher than its 3-year average PE of 18.3x.
- The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.6x.
Past Earnings Growth
- The earnings for companies in the Semiconductor Equipment industry have grown 13% per year over the last three years.
- Revenues for these companies have grown 13% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does Taiwanese Semiconductor Equipment compare with similar industries?
| TW Market | 2.44% | |
| Tech | 4.62% | |
| Semiconductors | 4.14% | |
| Semiconductor Equipment | 2.91% | |
| Semiconductors | 4.19% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6488 GlobalWafers | NT$530.00 | 2.5% +NT$6.2b | 4.1% | PE13.8x | |
| 6223 MPI | NT$495.50 | 11.7% +NT$4.9b | 196.7% | PE32.5x | |
| 5483 Sino-American Silicon Products | NT$205.00 | 3.0% +NT$3.5b | 28.9% | PE13x | |
| 3131 Grand Process Technology | NT$1.23k | 10.4% +NT$3.3b | 161.8% | PE52.2x | |
| 3532 Formosa Sumco Technology | NT$168.00 | 4.7% +NT$2.9b | 2.1% | PE22x |
