Narrative Update • Sep 18

Over the last 7 days, the Electrical Components industry has risen 5.1%, driven by gains from BizLink Holding of 14%. In the last 12 months, the industry was up 21%. 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 |
|---|---|---|---|---|---|---|
| Mon, 21 Sep 2026 | NT$1.8t | NT$790.5b | NT$58.0b | 24.3x | 31.4x | 2.3x |
| Wed, 19 Aug 2026 | NT$1.8t | NT$784.9b | NT$55.2b | 24.5x | 32.8x | 2.3x |
| Fri, 17 Jul 2026 | NT$1.7t | NT$770.0b | NT$38.3b | 26.4x | 45x | 2.2x |
| Sun, 14 Jun 2026 | NT$1.9t | NT$766.8b | NT$38.0b | 25.7x | 48.9x | 2.4x |
| Tue, 12 May 2026 | NT$2.0t | NT$753.7b | NT$36.3b | 25.5x | 54.4x | 2.6x |
| Thu, 09 Apr 2026 | NT$1.6t | NT$757.3b | NT$33.9b | 26.6x | 48.5x | 2.2x |
| Sat, 07 Mar 2026 | NT$1.7t | NT$746.3b | NT$53.5b | 22.7x | 31.6x | 2.3x |
| Mon, 02 Feb 2026 | NT$1.7t | NT$753.9b | NT$52.6b | 22.5x | 32.4x | 2.3x |
| Wed, 31 Dec 2025 | NT$1.6t | NT$753.9b | NT$52.6b | 22.1x | 31.1x | 2.2x |
| Fri, 28 Nov 2025 | NT$1.6t | NT$753.5b | NT$52.5b | 22.2x | 30.5x | 2.1x |
| Sun, 26 Oct 2025 | NT$1.6t | NT$746.4b | NT$54.1b | 24.8x | 28.7x | 2.1x |
| Tue, 23 Sep 2025 | NT$1.4t | NT$746.4b | NT$54.1b | 21.3x | 26.2x | 1.9x |
| Thu, 21 Aug 2025 | NT$1.3t | NT$740.7b | NT$52.8b | 21.9x | 25.1x | 1.8x |
| Sat, 19 Jul 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.2x | 22.1x | 1.7x |
| Mon, 16 Jun 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.6x | 22x | 1.7x |
| Wed, 14 May 2025 | NT$1.2t | NT$727.1b | NT$57.1b | 18.3x | 21.3x | 1.7x |
| Fri, 11 Apr 2025 | NT$1.0t | NT$719.3b | NT$58.1b | 17.3x | 17.4x | 1.4x |
| Sun, 09 Mar 2025 | NT$1.3t | NT$712.4b | NT$48.0b | 19.8x | 27.8x | 1.9x |
| Tue, 04 Feb 2025 | NT$1.3t | NT$707.7b | NT$48.6b | 20.3x | 26.7x | 1.8x |
| Thu, 02 Jan 2025 | NT$1.4t | NT$706.9b | NT$48.4b | 21.8x | 27.9x | 1.9x |
| Sat, 30 Nov 2024 | NT$1.4t | NT$706.7b | NT$48.4b | 22.9x | 28x | 1.9x |
| Mon, 28 Oct 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 24.4x | 31.4x | 1.9x |
| Wed, 25 Sep 2024 | NT$1.4t | NT$696.8b | NT$42.1b | 24.5x | 32.8x | 2x |
| Fri, 23 Aug 2024 | NT$1.4t | NT$697.7b | NT$41.5b | 24.7x | 32.6x | 1.9x |
| Sun, 21 Jul 2024 | NT$1.4t | NT$691.6b | NT$39.7b | 29.9x | 36.5x | 2.1x |
| Tue, 18 Jun 2024 | NT$1.5t | NT$687.4b | NT$39.3b | 29.4x | 37.2x | 2.1x |
| Thu, 16 May 2024 | NT$1.4t | NT$688.8b | NT$39.0b | 25.9x | 34.7x | 2x |
| Sat, 13 Apr 2024 | NT$1.5t | NT$697.5b | NT$41.7b | 25.1x | 34.9x | 2.1x |
| Mon, 11 Mar 2024 | NT$1.2t | NT$698.5b | NT$41.5b | 19.2x | 29.1x | 1.7x |
| Wed, 07 Feb 2024 | NT$1.1t | NT$701.4b | NT$42.0b | 19x | 27x | 1.6x |
| Fri, 05 Jan 2024 | NT$1.1t | NT$703.6b | NT$41.9b | 18.8x | 27x | 1.6x |
| Sun, 03 Dec 2023 | NT$1.1t | NT$704.4b | NT$42.0b | 18.8x | 26.6x | 1.6x |
| Tue, 31 Oct 2023 | NT$1.0t | NT$703.4b | NT$59.8b | 15.9x | 17x | 1.4x |
| Thu, 28 Sep 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 16.9x | 18.4x | 1.6x |
18.4x
How does Taiwanese Electrical Components compare with similar industries?
| TW Market | 2.64% | |
| Industrials | 2.96% | |
| Electrical | 5.50% | |
| Electrical Components | 6.09% | |
| Heavy Electrical Equipment | 0.48% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3665 BizLink Holding | NT$2.28k | 16.4% +NT$62.4b | 103.1% | PE41.8x | |
| 1519 Fortune Electric | NT$718.00 | 3.0% +NT$7.3b | 34.5% | PE51.7x | |
| 2371 Tatung | NT$30.05 | 8.7% +NT$4.9b | -23.6% | PS1.2x | |
| 6290 Longwell | NT$280.50 | 7.9% +NT$3.5b | 128.0% | PE29.9x | |
| 6409 Voltronic Power Technology | NT$897.00 | 2.6% +NT$2.0b | -4.9% | PE34.8x |