8112 (Supreme Electronics Co Ltd) vs Taiwan Weighted Index Comparison

8112

Taiwan Weighted Index

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8112

Taiwan Weighted Index

Difference

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8112

Taiwan Weighted Index

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Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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Taiwan Weighted Index

8112

CDW

SNX

000938

ARW

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Supreme Electronics Co Ltd
Glance View

Market Cap

31.5B TWD

Industry

Electrical Equipment

Supreme Electronics Co. Ltd. is engaged in import and export selling of electronic component, electronic equipment, electric appliances and computer data processing peripheral equipment and other computer products. The company is headquartered in Taipei City, Taipei. The company went IPO on 2003-05-28. The firm mainly provides memory products, including flash memories, dynamic random access memories (DRAMs), flash cards, multi-chip package (MCP) memories, solid state drive (SSD) memories and others, as well as non-memory products, including display driver integrated circuits (ICs), complementary metal-oxide-semiconductor (CMOS) sensors, reduced instruction set computer machine (ARM) processors, light emitting diode (LED) television backlight units, LED lightings, multi-layer ceramic capacitors (MLLCCs), tuners and others. The firm mainly distributes its products in Taiwan, Mainland China and Hong Kong.

View Supreme Electronics Co Ltd Analysis

Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

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TW		WT Microelectronics Co Ltd TWSE:3036	Add
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US		CDW Corp NASDAQ:CDW	Select
ZA	D	Datatec Ltd JSE:DTC	Select
US		TD Synnex Corp NYSE:SNX	Select
CN		Unisplendour Corp Ltd SZSE:000938	Select
US		Arrow Electronics Inc NYSE:ARW	Select
US		Insight Enterprises Inc NASDAQ:NSIT	Select
US		Avnet Inc NASDAQ:AVT	Select
TW		WT Microelectronics Co Ltd TWSE:3036	Select
TW		Synnex Technology International Corp TWSE:2347	Select
TW		WPG Holdings Ltd TWSE:3702	Select

US		CDW Corp NASDAQ:CDW	Add
ZA	D	Datatec Ltd JSE:DTC	Add
US		TD Synnex Corp NYSE:SNX	Add
CN		Unisplendour Corp Ltd SZSE:000938	Add
US		Arrow Electronics Inc NYSE:ARW	Add
US		Insight Enterprises Inc NASDAQ:NSIT	Add
US		Avnet Inc NASDAQ:AVT	Add
TW		WT Microelectronics Co Ltd TWSE:3036	Add
TW		Synnex Technology International Corp TWSE:2347	Add
TW		WPG Holdings Ltd TWSE:3702	Add

MX	M	Mexico S&P/BMV IPC INDX:MXX	Add
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RU	M	MOEX Russia INDX:IMOEX	Add

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8112

vs

Taiwan Weighted Index

Stocks Performance
8112 vs Taiwan Weighted Index

Performance Gap
8112 vs Taiwan Weighted Index

Performance By Year
8112 vs Taiwan Weighted Index

Competitors Performance
Supreme Electronics Co Ltd vs Peers

Supreme Electronics Co Ltd
Glance View

Company

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8112 vs Taiwan Weighted Index

Stocks Performance 8112 vs Taiwan Weighted Index

Performance Gap 8112 vs Taiwan Weighted Index

Performance By Year 8112 vs Taiwan Weighted Index

Competitors Performance Supreme Electronics Co Ltd vs Peers

Supreme Electronics Co Ltd Glance View

Company

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Tools

Stocks

8112

vs

Taiwan Weighted Index

Stocks Performance
8112 vs Taiwan Weighted Index

Performance Gap
8112 vs Taiwan Weighted Index

Performance By Year
8112 vs Taiwan Weighted Index

Competitors Performance
Supreme Electronics Co Ltd vs Peers

Supreme Electronics Co Ltd
Glance View