Narrative Update • Jul 08

Over the last 7 days, the Electrical Components industry has dropped 1.8%, driven by a pullback from BizLink Holding of 8.6%. On the other hand P-Duke TechnologyLtd is actually up 24%. This takes the industry's 12 month performance to a gain of 37%. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Fri, 10 Jul 2026 | NT$1.8t | NT$770.0b | NT$38.3b | 26.4x | 46x | 2.3x |
| Sun, 07 Jun 2026 | NT$1.9t | NT$766.8b | NT$38.0b | 26.6x | 50.4x | 2.5x |
| Tue, 05 May 2026 | NT$1.9t | NT$757.2b | NT$33.9b | 29.7x | 57x | 2.6x |
| Thu, 02 Apr 2026 | NT$1.6t | NT$757.3b | NT$34.0b | 24.6x | 47.3x | 2.1x |
| Sat, 28 Feb 2026 | NT$1.8t | NT$748.2b | NT$54.0b | 23.9x | 32.6x | 2.4x |
| Mon, 26 Jan 2026 | NT$1.8t | NT$753.9b | NT$52.6b | 23x | 34x | 2.4x |
| Wed, 24 Dec 2025 | NT$1.6t | NT$753.5b | NT$52.5b | 21.8x | 30.8x | 2.1x |
| Fri, 21 Nov 2025 | NT$1.6t | NT$753.5b | NT$52.5b | 22.1x | 31.3x | 2.2x |
| Sun, 19 Oct 2025 | NT$1.5t | NT$746.4b | NT$54.1b | 24.7x | 28.3x | 2.1x |
| Tue, 16 Sep 2025 | NT$1.4t | NT$746.4b | NT$54.1b | 21.3x | 26.3x | 1.9x |
| Thu, 14 Aug 2025 | NT$1.4t | NT$737.6b | NT$54.0b | 19.9x | 25.1x | 1.8x |
| Sat, 12 Jul 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.7x | 21.7x | 1.7x |
| Mon, 09 Jun 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.3x | 21.6x | 1.7x |
| Wed, 07 May 2025 | NT$1.2t | NT$720.9b | NT$58.0b | 18.3x | 20.6x | 1.7x |
| Fri, 04 Apr 2025 | NT$1.2t | NT$715.6b | NT$57.8b | 19.3x | 20.7x | 1.7x |
| Sun, 02 Mar 2025 | NT$1.4t | NT$711.1b | NT$48.0b | 20.5x | 28.2x | 1.9x |
| Tue, 28 Jan 2025 | NT$1.4t | NT$707.7b | NT$48.6b | 20.7x | 27.9x | 1.9x |
| Thu, 26 Dec 2024 | NT$1.3t | NT$706.6b | NT$48.4b | 22.8x | 27.7x | 1.9x |
| Sat, 23 Nov 2024 | NT$1.4t | NT$706.2b | NT$48.2b | 23.1x | 28.6x | 2x |
| Mon, 21 Oct 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 24.9x | 31.4x | 1.9x |
| Wed, 18 Sep 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 24x | 31.3x | 1.9x |
| Fri, 16 Aug 2024 | NT$1.3t | NT$696.8b | NT$41.8b | 29x | 31.3x | 1.9x |
| Sun, 14 Jul 2024 | NT$1.5t | NT$687.4b | NT$39.3b | 29.3x | 37.5x | 2.1x |
| Tue, 11 Jun 2024 | NT$1.4t | NT$687.4b | NT$39.3b | 28.3x | 35.6x | 2x |
| Thu, 09 May 2024 | NT$1.4t | NT$686.2b | NT$39.7b | 26.3x | 35.4x | 2x |
| Sat, 06 Apr 2024 | NT$1.3t | NT$697.7b | NT$41.8b | 23.5x | 32x | 1.9x |
| Mon, 04 Mar 2024 | NT$1.2t | NT$699.7b | NT$41.5b | 20.1x | 29.9x | 1.8x |
| Wed, 31 Jan 2024 | NT$1.1t | NT$703.6b | NT$41.9b | 18.9x | 26.6x | 1.6x |
| Fri, 29 Dec 2023 | NT$1.2t | NT$704.4b | NT$42.0b | 18.6x | 27.5x | 1.6x |
| Sun, 26 Nov 2023 | NT$1.1t | NT$701.1b | NT$42.3b | 18.8x | 26x | 1.6x |
| Tue, 24 Oct 2023 | NT$1.0t | NT$703.5b | NT$59.8b | 16.1x | 17.3x | 1.5x |
| Thu, 21 Sep 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 17.3x | 18.3x | 1.6x |
| Sat, 19 Aug 2023 | NT$1.1t | NT$700.0b | NT$60.9b | 16.7x | 18.1x | 1.6x |
| Mon, 17 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 | -2.96% | |
| Industrials | -3.60% | |
| Electrical | -4.47% | |
| Electrical Components | -4.36% | |
| Heavy Electrical Equipment | -5.34% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3617 Cyber Power Systems | NT$242.00 | 10.3% +NT$2.1b | -14.3% | PE17.1x | |
| 8109 P-Duke TechnologyLtd | NT$151.00 | 18.0% +NT$1.9b | 83.9% | PE23.8x | |
| 1623 Ta Tun Electric Wire & Cable | NT$226.50 | 7.3% +NT$1.0b | 6.6% | PE16.4x | |
| 1609 Ta Ya Electric Wire & Cable | NT$39.10 | 2.5% +NT$743.8m | 7.7% | PE16.3x | |
| 2483 Excel Cell Electronic | NT$68.00 | 11.3% +NT$741.2m | 297.7% | PE73.8x |