Narrative Update • Jun 23

Over the last 7 days, the Electrical Components industry has dropped 6.4%, driven by BizLink Holding declining 12%. Meanwhile, Voltronic Power Technology actually outperformed within the industry, gaining 5.5% in the last week. In the past year, the industry has gained 32%. As for the next few years, earnings are expected to grow by 34% per annum.
Has the Taiwanese Electrical Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 29 Jun 2026 | NT$1.7t | NT$766.8b | NT$38.0b | 24.3x | 45.6x | 2.3x |
| Wed, 27 May 2026 | NT$1.9t | NT$766.8b | NT$38.0b | 24x | 49.2x | 2.4x |
| Fri, 24 Apr 2026 | NT$1.9t | NT$757.2b | NT$33.9b | 27.4x | 54.7x | 2.4x |
| Sun, 22 Mar 2026 | NT$1.7t | NT$755.7b | NT$34.0b | 25.8x | 48.8x | 2.2x |
| Tue, 17 Feb 2026 | NT$1.7t | NT$753.9b | NT$52.6b | 22.6x | 31.7x | 2.2x |
| Thu, 15 Jan 2026 | NT$1.7t | NT$753.9b | NT$52.6b | 22.9x | 33.2x | 2.3x |
| Sat, 13 Dec 2025 | NT$1.7t | NT$753.5b | NT$52.5b | 22.3x | 31.6x | 2.2x |
| Mon, 10 Nov 2025 | NT$1.6t | NT$746.8b | NT$56.2b | 25.7x | 29x | 2.2x |
| Wed, 08 Oct 2025 | NT$1.5t | NT$746.4b | NT$54.1b | 23.7x | 27.2x | 2x |
| Fri, 05 Sep 2025 | NT$1.4t | NT$746.4b | NT$54.1b | 22.8x | 25.8x | 1.9x |
| Sun, 03 Aug 2025 | NT$1.3t | NT$737.4b | NT$57.8b | 19.8x | 23.2x | 1.8x |
| Tue, 01 Jul 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 19.3x | 21.9x | 1.7x |
| Thu, 29 May 2025 | NT$1.2t | NT$737.2b | NT$57.8b | 18.2x | 20.9x | 1.6x |
| Sat, 26 Apr 2025 | NT$1.1t | NT$720.0b | NT$58.2b | 17.3x | 18.9x | 1.5x |
| Mon, 24 Mar 2025 | NT$1.3t | NT$715.5b | NT$57.4b | 21.8x | 22.8x | 1.8x |
| Wed, 19 Feb 2025 | NT$1.3t | NT$707.7b | NT$48.6b | 20x | 27.7x | 1.9x |
| Fri, 17 Jan 2025 | NT$1.3t | NT$706.9b | NT$48.4b | 20.8x | 26.3x | 1.8x |
| Sun, 15 Dec 2024 | NT$1.3t | NT$706.6b | NT$48.4b | 22.1x | 27.6x | 1.9x |
| Tue, 12 Nov 2024 | NT$1.4t | NT$702.3b | NT$41.2b | 27.5x | 32.9x | 1.9x |
| Thu, 10 Oct 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 25.5x | 31.8x | 1.9x |
| Sat, 07 Sep 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 23.9x | 30.4x | 1.8x |
| Mon, 05 Aug 2024 | NT$1.3t | NT$690.3b | NT$40.9b | 26.7x | 32.3x | 1.9x |
| Wed, 03 Jul 2024 | NT$1.5t | NT$687.4b | NT$39.3b | 30.2x | 37.1x | 2.1x |
| Fri, 31 May 2024 | NT$1.4t | NT$687.7b | NT$39.4b | 29.1x | 34.4x | 2x |
| Sun, 28 Apr 2024 | NT$1.4t | NT$696.5b | NT$41.0b | 26.6x | 34.3x | 2x |
| Tue, 26 Mar 2024 | NT$1.3t | NT$699.0b | NT$41.9b | 20.6x | 32.1x | 1.9x |
| Thu, 22 Feb 2024 | NT$1.2t | NT$701.4b | NT$42.0b | 19.9x | 28.2x | 1.7x |
| Sat, 20 Jan 2024 | NT$1.1t | NT$703.6b | NT$41.9b | 18.7x | 25.8x | 1.5x |
| Mon, 18 Dec 2023 | NT$1.1t | NT$704.4b | NT$42.0b | 19.1x | 27.1x | 1.6x |
| Wed, 15 Nov 2023 | NT$1.0t | NT$702.2b | NT$51.1b | 16.7x | 20.3x | 1.5x |
| Fri, 13 Oct 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 16.7x | 18.5x | 1.6x |
| Sun, 10 Sep 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 17x | 18.4x | 1.6x |
| Tue, 08 Aug 2023 | NT$1.1t | NT$711.3b | NT$63.7b | 16x | 17.6x | 1.6x |
| Thu, 06 Jul 2023 | NT$1.2t | NT$711.8b | NT$64.2b | 16.9x | 18.2x | 1.6x |
18.2x
How does Taiwanese Electrical Components compare with similar industries?
| TW Market | -4.31% | |
| Industrials | -3.72% | |
| Electrical | -6.02% | |
| Electrical Components | -6.43% | |
| Heavy Electrical Equipment | -2.95% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6409 Voltronic Power Technology | NT$1.02k | 8.2% +NT$6.8b | -19.0% | PE29.2x | |
| 2483 Excel Cell Electronic | NT$55.70 | 27.8% +NT$1.3b | 222.0% | PE60.4x | |
| 1617 Jung Shing Wire | NT$18.95 | 18.8% +NT$508.5m | 15.5% | PE21.5x | |
| 2061 Feng Ching Metal | NT$60.50 | 4.3% +NT$143.4m | 236.1% | PS2.8x | |
| 7890 Eti Ca Battery | NT$114.50 | 2.2% +NT$52.0m | n/a | n/a |