Narrative Update • Jun 23

In the last week, the Electrical Components industry is up 5.7%, with BizLink Holding up 3.4%. In the same time, Walsin Lihwa was down 5.8%. This takes the industry's 12 month performance to a gain of 44%. Earnings are forecast to grow by 33% annually.
Has the Taiwanese Electrical Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 08 Jul 2026 | NT$1.9t | NT$766.8b | NT$38.0b | 26.6x | 48.8x | 2.4x |
| Fri, 05 Jun 2026 | NT$2.0t | NT$766.8b | NT$38.0b | 26x | 52x | 2.6x |
| Sun, 03 May 2026 | NT$1.8t | NT$757.2b | NT$33.9b | 28.3x | 54.6x | 2.4x |
| Tue, 31 Mar 2026 | NT$1.6t | NT$756.1b | NT$34.1b | 24.7x | 47.3x | 2.1x |
| Thu, 26 Feb 2026 | NT$1.7t | NT$753.9b | NT$52.5b | 23.6x | 33x | 2.3x |
| Sat, 24 Jan 2026 | NT$1.8t | NT$753.9b | NT$52.6b | 23x | 34x | 2.4x |
| Mon, 22 Dec 2025 | NT$1.6t | NT$753.5b | NT$52.5b | 22.1x | 30.4x | 2.1x |
| Wed, 19 Nov 2025 | NT$1.6t | NT$753.5b | NT$52.6b | 21.3x | 30.6x | 2.1x |
| Fri, 17 Oct 2025 | NT$1.5t | NT$746.4b | NT$54.1b | 23.6x | 28.2x | 2x |
| Sun, 14 Sep 2025 | NT$1.4t | NT$746.4b | NT$54.1b | 21.5x | 26.6x | 1.9x |
| Tue, 12 Aug 2025 | NT$1.4t | NT$738.0b | NT$57.2b | 20x | 24.2x | 1.9x |
| Thu, 10 Jul 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.7x | 21.8x | 1.7x |
| Sat, 07 Jun 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.3x | 21.6x | 1.7x |
| Mon, 05 May 2025 | NT$1.2t | NT$720.7b | NT$58.2b | 18.2x | 20.5x | 1.7x |
| Wed, 02 Apr 2025 | NT$1.2t | NT$715.7b | NT$57.8b | 19.5x | 20.6x | 1.7x |
| Fri, 28 Feb 2025 | NT$1.4t | NT$711.1b | NT$48.0b | 20.5x | 28.2x | 1.9x |
| Sun, 26 Jan 2025 | NT$1.4t | NT$707.7b | NT$48.6b | 20.7x | 27.9x | 1.9x |
| Tue, 24 Dec 2024 | NT$1.3t | NT$706.6b | NT$48.4b | 22.2x | 27.3x | 1.9x |
| Thu, 21 Nov 2024 | NT$1.4t | NT$706.2b | NT$48.2b | 22.8x | 28x | 1.9x |
| Sat, 19 Oct 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 24.9x | 31.4x | 1.9x |
| Mon, 16 Sep 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 23.4x | 31.1x | 1.9x |
| Wed, 14 Aug 2024 | NT$1.3t | NT$697.1b | NT$41.6b | 28.9x | 31.8x | 1.9x |
| Fri, 12 Jul 2024 | NT$1.5t | NT$687.4b | NT$39.3b | 28.8x | 37.7x | 2.2x |
| Sun, 09 Jun 2024 | NT$1.4t | NT$687.5b | NT$39.3b | 28.3x | 35.5x | 2x |
| Tue, 07 May 2024 | NT$1.4t | NT$686.2b | NT$39.7b | 25.1x | 34.4x | 2x |
| Thu, 04 Apr 2024 | NT$1.3t | NT$697.7b | NT$41.8b | 23.5x | 32x | 1.9x |
| Sat, 02 Mar 2024 | NT$1.2t | NT$699.7b | NT$41.5b | 20.1x | 29.9x | 1.8x |
| Mon, 29 Jan 2024 | NT$1.1t | NT$703.6b | NT$41.9b | 19.3x | 26.4x | 1.6x |
| Wed, 27 Dec 2023 | NT$1.1t | NT$704.4b | NT$42.0b | 18.6x | 26.9x | 1.6x |
| Fri, 24 Nov 2023 | NT$1.1t | NT$698.1b | NT$50.1b | 18.7x | 21.6x | 1.6x |
| Sun, 22 Oct 2023 | NT$1.0t | NT$703.5b | NT$59.8b | 16.4x | 17.3x | 1.5x |
| Tue, 19 Sep 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 17.4x | 18.3x | 1.6x |
| Thu, 17 Aug 2023 | NT$1.1t | NT$701.8b | NT$65.5b | 16.8x | 16.5x | 1.5x |
| Sat, 15 Jul 2023 | NT$1.1t | NT$711.9b | NT$64.2b | 16.1x | 17.9x | 1.6x |
17.9x
How does Taiwanese Electrical Components compare with similar industries?
| TW Market | 3.66% | |
| Industrials | 4.11% | |
| Electrical | 5.16% | |
| Electrical Components | 5.66% | |
| Heavy Electrical Equipment | 1.61% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3665 BizLink Holding | NT$1.98k | 3.4% +NT$12.7b | 127.5% | PE40x | |
| 6409 Voltronic Power Technology | NT$1.19k | 9.2% +NT$8.8b | -6.3% | PE33.9x | |
| 8109 P-Duke TechnologyLtd | NT$161.50 | 30.8% +NT$3.1b | 97.7% | PE25.5x | |
| 1609 Ta Ya Electric Wire & Cable | NT$41.95 | 10.4% +NT$3.1b | 17.0% | PE17.5x | |
| 1504 TECO Electric & Machinery | NT$70.90 | 1.1% +NT$1.9b | 52.6% | PE31.5x |