Narrative Update • Sep 18

The Electrical Components industry is up 5.1% in the last week, with BizLink Holding up 18%. This means that the industry has gained 21% over the past year. Earnings are forecast to grow by 34% annually.
Has the Taiwanese Electrical Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 20 Sep 2026 | NT$1.8t | NT$790.5b | NT$58.0b | 23.9x | 31.1x | 2.3x |
| Tue, 18 Aug 2026 | NT$1.8t | NT$784.0b | NT$54.8b | 26.4x | 32.8x | 2.3x |
| Thu, 16 Jul 2026 | NT$1.7t | NT$770.0b | NT$38.3b | 26.2x | 45.4x | 2.3x |
| Sat, 13 Jun 2026 | NT$1.9t | NT$766.8b | NT$38.0b | 25.7x | 48.9x | 2.4x |
| Mon, 11 May 2026 | NT$1.9t | NT$754.0b | NT$36.3b | 25x | 52.9x | 2.5x |
| Wed, 08 Apr 2026 | NT$1.6t | NT$757.3b | NT$33.9b | 25.1x | 46.8x | 2.1x |
| Fri, 06 Mar 2026 | NT$1.7t | NT$746.2b | NT$53.6b | 22.8x | 31.6x | 2.3x |
| Sun, 01 Feb 2026 | NT$1.7t | NT$753.9b | NT$52.6b | 22.5x | 32.4x | 2.3x |
| Tue, 30 Dec 2025 | NT$1.6t | NT$753.9b | NT$52.6b | 21.9x | 31.3x | 2.2x |
| Thu, 27 Nov 2025 | NT$1.6t | NT$753.5b | NT$52.5b | 22.3x | 30x | 2.1x |
| Sat, 25 Oct 2025 | NT$1.6t | NT$746.4b | NT$54.1b | 24.8x | 28.7x | 2.1x |
| Mon, 22 Sep 2025 | NT$1.4t | NT$746.4b | NT$54.1b | 20.9x | 26x | 1.9x |
| Wed, 20 Aug 2025 | NT$1.4t | NT$740.7b | NT$52.8b | 23x | 25.6x | 1.8x |
| Fri, 18 Jul 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.3x | 22x | 1.7x |
| Sun, 15 Jun 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.6x | 22x | 1.7x |
| Tue, 13 May 2025 | NT$1.2t | NT$727.2b | NT$57.1b | 18.2x | 21.4x | 1.7x |
| Thu, 10 Apr 2025 | NT$923.1b | NT$719.3b | NT$58.1b | 15.9x | 15.9x | 1.3x |
| Sat, 08 Mar 2025 | NT$1.3t | NT$711.9b | NT$47.9b | 20.6x | 27.9x | 1.9x |
| Mon, 03 Feb 2025 | NT$1.4t | NT$707.7b | NT$48.6b | 20.7x | 27.9x | 1.9x |
| Wed, 01 Jan 2025 | NT$1.4t | NT$706.9b | NT$48.4b | 21.8x | 27.9x | 1.9x |
| Fri, 29 Nov 2024 | NT$1.3t | NT$706.7b | NT$48.4b | 23.1x | 27.5x | 1.9x |
| Sun, 27 Oct 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 24.4x | 31.4x | 1.9x |
| Tue, 24 Sep 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 23.8x | 32x | 1.9x |
| Thu, 22 Aug 2024 | NT$1.4t | NT$697.7b | NT$41.5b | 24.9x | 32.8x | 1.9x |
| Sat, 20 Jul 2024 | NT$1.4t | NT$691.6b | NT$39.7b | 29.9x | 36.5x | 2.1x |
| Mon, 17 Jun 2024 | NT$1.5t | NT$687.4b | NT$39.3b | 28.9x | 37.2x | 2.1x |
| Wed, 15 May 2024 | NT$1.3t | NT$687.6b | NT$40.0b | 25.1x | 33.7x | 2x |
| Fri, 12 Apr 2024 | NT$1.4t | NT$697.5b | NT$41.7b | 24.7x | 33.4x | 2x |
| Sun, 10 Mar 2024 | NT$1.2t | NT$698.5b | NT$41.5b | 19.2x | 29.1x | 1.7x |
| Tue, 06 Feb 2024 | NT$1.1t | NT$701.4b | NT$42.0b | 19x | 27x | 1.6x |
| Thu, 04 Jan 2024 | NT$1.1t | NT$703.6b | NT$41.9b | 18.8x | 27.2x | 1.6x |
| Sat, 02 Dec 2023 | NT$1.1t | NT$704.4b | NT$42.0b | 18.8x | 26.6x | 1.6x |
| Mon, 30 Oct 2023 | NT$1.0t | NT$703.4b | NT$59.8b | 16.1x | 17x | 1.4x |
| Wed, 27 Sep 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 17.1x | 18.4x | 1.6x |
18.4x
How does Taiwanese Electrical Components compare with similar industries?
| TW Market | 2.27% | |
| Industrials | 2.51% | |
| Electrical | 4.52% | |
| Electrical Components | 5.08% | |
| Heavy Electrical Equipment | -0.26% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3665 BizLink Holding | NT$2.21k | 17.9% +NT$65.4b | 98.2% | PE40.6x | |
| 6290 Longwell | NT$282.50 | 9.5% +NT$4.2b | 137.4% | PE30.1x | |
| 6409 Voltronic Power Technology | NT$908.00 | 5.5% +NT$4.1b | -5.4% | PE35.2x | |
| 2371 Tatung | NT$29.20 | 6.4% +NT$3.6b | -24.8% | PS1.2x | |
| 1519 Fortune Electric | NT$721.00 | 1.3% +NT$3.1b | 34.4% | PE51.9x |