Narrative Update • Jun 04

In the last week, the Electrical Components industry is up 3.0%, with BizLink Holding leading the way, up 5.5%. In the last 12 months, the industry was up 52%. Looking forward, earnings are forecast to grow by 35% annually.
Has the Taiwanese Electrical Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 08 Jun 2026 | NT$1.9t | NT$766.8b | NT$38.0b | 26.6x | 50.4x | 2.5x |
| Wed, 06 May 2026 | NT$1.9t | NT$757.2b | NT$33.9b | 29.3x | 56.4x | 2.5x |
| Fri, 03 Apr 2026 | NT$1.6t | NT$757.3b | NT$33.9b | 24.8x | 46.6x | 2.1x |
| Sun, 01 Mar 2026 | NT$1.8t | NT$748.1b | NT$54.0b | 23.9x | 32.6x | 2.4x |
| Tue, 27 Jan 2026 | NT$1.8t | NT$753.9b | NT$52.6b | 23x | 34x | 2.4x |
| Thu, 25 Dec 2025 | NT$1.6t | NT$753.5b | NT$52.5b | 22.1x | 31.2x | 2.2x |
| Sat, 22 Nov 2025 | NT$1.6t | NT$753.5b | NT$52.5b | 21.2x | 29.9x | 2.1x |
| Mon, 20 Oct 2025 | NT$1.5t | NT$746.4b | NT$54.1b | 24.7x | 28.3x | 2.1x |
| Wed, 17 Sep 2025 | NT$1.4t | NT$746.4b | NT$54.1b | 21.3x | 26.3x | 1.9x |
| Fri, 15 Aug 2025 | NT$1.4t | NT$736.1b | NT$52.6b | 19.9x | 25.8x | 1.8x |
| Sun, 13 Jul 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.4x | 21.9x | 1.7x |
| Tue, 10 Jun 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.3x | 21.7x | 1.7x |
| Thu, 08 May 2025 | NT$1.2t | NT$721.3b | NT$57.7b | 18x | 20.5x | 1.6x |
| Sat, 05 Apr 2025 | NT$1.2t | NT$716.3b | NT$58.1b | 19.1x | 20.6x | 1.7x |
| Mon, 03 Mar 2025 | NT$1.4t | NT$711.0b | NT$48.0b | 20.5x | 28.1x | 1.9x |
| Wed, 29 Jan 2025 | NT$1.4t | NT$707.7b | NT$48.6b | 20.7x | 27.9x | 1.9x |
| Fri, 27 Dec 2024 | NT$1.3t | NT$706.6b | NT$48.4b | 22.5x | 27.7x | 1.9x |
| Sun, 24 Nov 2024 | NT$1.4t | NT$706.2b | NT$48.2b | 23.1x | 28.6x | 2x |
| Tue, 22 Oct 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 24.8x | 31.7x | 1.9x |
| Thu, 19 Sep 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 23.7x | 31.5x | 1.9x |
| Sat, 17 Aug 2024 | NT$1.3t | NT$696.2b | NT$40.4b | 29.5x | 33x | 1.9x |
| Mon, 15 Jul 2024 | NT$1.5t | NT$691.6b | NT$39.7b | 30x | 37.1x | 2.1x |
| Wed, 12 Jun 2024 | NT$1.4t | NT$687.4b | NT$39.3b | 27.8x | 35.7x | 2x |
| Fri, 10 May 2024 | NT$1.4t | NT$688.5b | NT$39.5b | 24.9x | 34.8x | 2x |
| Sun, 07 Apr 2024 | NT$1.3t | NT$697.7b | NT$41.8b | 23.5x | 32x | 1.9x |
| Tue, 05 Mar 2024 | NT$1.2t | NT$699.7b | NT$41.5b | 20x | 29.9x | 1.8x |
| Thu, 01 Feb 2024 | NT$1.1t | NT$703.6b | NT$41.9b | 19x | 26.7x | 1.6x |
| Sat, 30 Dec 2023 | NT$1.1t | NT$704.4b | NT$42.0b | 18.9x | 27.4x | 1.6x |
| Mon, 27 Nov 2023 | NT$1.1t | NT$701.1b | NT$42.3b | 18.8x | 26x | 1.6x |
| Wed, 25 Oct 2023 | NT$1.0t | NT$703.5b | NT$59.8b | 16.3x | 17.3x | 1.5x |
| Fri, 22 Sep 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 16.7x | 18.1x | 1.5x |
| Sun, 20 Aug 2023 | NT$1.1t | NT$705.5b | NT$61.0b | 16.7x | 18x | 1.6x |
| Tue, 18 Jul 2023 | NT$1.1t | NT$711.9b | NT$64.2b | 16.5x | 17.9x | 1.6x |
| Thu, 15 Jun 2023 | NT$1.1t | NT$712.1b | NT$64.2b | 16x | 17.4x | 1.6x |
17.4x
How does Taiwanese Electrical Components compare with similar industries?
| TW Market | 0.45% | |
| Industrials | 1.90% | |
| Electrical | 3.34% | |
| Electrical Components | 2.98% | |
| Heavy Electrical Equipment | 6.31% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3665 BizLink Holding | NT$2.20k | 5.5% +NT$22.5b | 260.1% | PE44.4x | |
| 6409 Voltronic Power Technology | NT$928.00 | 30.9% +NT$19.2b | -37.3% | PE26.6x | |
| 1504 TECO Electric & Machinery | NT$78.40 | 4.5% +NT$8.0b | 50.2% | PE34.8x | |
| 1605 Walsin Lihwa | NT$39.55 | 2.1% +NT$3.5b | 87.0% | PE28.8x | |
| 3015 FSP Technology | NT$68.90 | 37.3% +NT$3.5b | 10.8% | PE33.9x |