1. Objective

This report organizes quarterly financial information obtained from the Taiwan Economic Journal (TEJ) for the period 2010 Q1 to 2026 Q2. The requested measures are total equity (book value), market value of common stock, and quarterly net operating income. The measures are total monetary amounts, not per-share values. Original export units are retained.

2. Load the data

# Load the original TEJ data

financial_data <- read.csv(
  "TEJ_quarterly_2010Q1_2026Q2_4digit_stocks.csv",
  colClasses = c(stock_id = "character"),
  na.strings = c("", "NA"),
  stringsAsFactors = FALSE
)

# Check the data
dim(financial_data)
## [1] 131775     12

3. Variables

Field Description
stock_id Company/security identifier
company_name Company name
year_quarter Reporting quarter
book_value_total_equity Total equity (book value)
market_value_common_stock Market value of common stock
operating_profit_quarter Estimated single-quarter operating income

4. Coverage

coverage <- data.frame(
  Measure = c("Observations", "Distinct stock IDs", "Distinct quarters", "First quarter", "Last quarter"),
  Value = c(
    nrow(financial_data),
    length(unique(financial_data$stock_id)),
    length(unique(financial_data$year_quarter)),
    min(financial_data$year_quarter),
    max(financial_data$year_quarter)
  )
)
knitr::kable(coverage)
Measure Value
Observations 131775
Distinct stock IDs 2996
Distinct quarters 66
First quarter 2010Q1
Last quarter 2026Q2

5. Sample observations

To keep the published web page readable, only the first eight rows are displayed. The data file retains all observations.

knitr::kable(head(financial_data, 8))
stock_id company_name tej_co_id quarter_end year quarter year_quarter book_value_total_equity market_value_common_stock operating_profit_quarter operating_profit_ytd_original profit_calculation_status
1101 TCC 1101 TCC 2010-03-31 2010 1 2010Q1 102157504 98600641 2152334 2152334 Q1_equals_YTD
1101 TCC 1101 TCC 2010-06-30 2010 2 2010Q2 102349225 89876378 3791319 5943653 difference_from_previous_YTD
1101 TCC 1101 TCC 2010-09-30 2010 3 2010Q3 109586305 109958645 4176068 10119721 difference_from_previous_YTD
1101 TCC 1101 TCC 2010-12-31 2010 4 2010Q4 124513778 121103340 5534591 15654312 difference_from_previous_YTD
1101 TCC 1101 TCC 2011-03-31 2011 1 2011Q1 128728151 131072213 3425462 3425462 Q1_equals_YTD
1101 TCC 1101 TCC 2011-06-30 2011 2 2011Q2 126201240 158025090 5605798 9031260 difference_from_previous_YTD
1101 TCC 1101 TCC 2011-09-30 2011 3 2011Q3 125190869 121472558 4357630 13388890 difference_from_previous_YTD
1101 TCC 1101 TCC 2011-12-31 2011 4 2011Q4 129320349 129226125 2783801 16172691 difference_from_previous_YTD

6. Missing values

missing_summary <- data.frame(
  Variable = names(financial_data),
  Missing_Count = colSums(is.na(financial_data)),
  Missing_Percent = round(colMeans(is.na(financial_data)) * 100, 2)
)
knitr::kable(missing_summary)
Variable Missing_Count Missing_Percent
stock_id stock_id 0 0.00
company_name company_name 0 0.00
tej_co_id tej_co_id 0 0.00
quarter_end quarter_end 0 0.00
year year 0 0.00
quarter quarter 0 0.00
year_quarter year_quarter 0 0.00
book_value_total_equity book_value_total_equity 6 0.00
market_value_common_stock market_value_common_stock 11791 8.95
operating_profit_quarter operating_profit_quarter 18366 13.94
operating_profit_ytd_original operating_profit_ytd_original 3198 2.43
profit_calculation_status profit_calculation_status 0 0.00

Missing observations have been retained as NA; they have not been replaced with zeros.

7. Duplicate company-quarter observations

duplicate_count <- sum(duplicated(financial_data[c("stock_id", "year_quarter")]))
data.frame(Duplicate_Company_Quarter_Records = duplicate_count)
##   Duplicate_Company_Quarter_Records
## 1                                 0

8. Example: TSMC (stock ID 2330)

tsmc_2010 <- subset(
  financial_data,
  stock_id == "2330" & year_quarter %in% c("2010Q1", "2010Q2", "2010Q3", "2010Q4")
)
knitr::kable(tsmc_2010)
stock_id company_name tej_co_id quarter_end year quarter year_quarter book_value_total_equity market_value_common_stock operating_profit_quarter operating_profit_ytd_original profit_calculation_status
21640 2330 TSMC 2330 TSMC 2010-03-31 2010 1 2010Q1 532304702 1593081794 34127662 34127662 Q1_equals_YTD
21641 2330 TSMC 2330 TSMC 2010-06-30 2010 2 2010Q2 496872737 1569844030 40468693 74596355 difference_from_previous_YTD
21642 2330 TSMC 2330 TSMC 2010-09-30 2010 3 2010Q3 540904077 1606255266 43065502 117661857 difference_from_previous_YTD
21643 2330 TSMC 2330 TSMC 2010-12-31 2010 4 2010Q4 578704405 1839615538 41513478 159175335 difference_from_previous_YTD

9. Data limitations and interpretation

10. Conclusion

The report loads and summarizes the quarterly financial-data file, checks reporting-period coverage and missing values, and checks whether company-quarter records are duplicated. Full compliance with the assignment’s all listed firms requirement remains subject to verification using TEJ exchange-listing information.