Narrative Update • Aug 05

Over the last 7 days, the Electrical Components industry has risen 15%, driven by gains in Advanced Energy Solution Holding and BizLink Holding of 25% and 4.8%, respectively. This means that the industry has gained 23% over the past year. 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 |
|---|---|---|---|---|---|---|
| Sat, 08 Aug 2026 | NT$1.7t | NT$770.2b | NT$41.3b | 23.9x | 42.3x | 2.3x |
| Mon, 06 Jul 2026 | NT$1.8t | NT$766.8b | NT$38.0b | 26.4x | 48.4x | 2.4x |
| Wed, 03 Jun 2026 | NT$1.9t | NT$766.8b | NT$38.0b | 26.7x | 49.7x | 2.5x |
| Fri, 01 May 2026 | NT$1.8t | NT$757.2b | NT$33.9b | 28.3x | 54.6x | 2.4x |
| Sun, 29 Mar 2026 | NT$1.6t | NT$755.6b | NT$34.0b | 24.6x | 48x | 2.2x |
| Tue, 24 Feb 2026 | NT$1.7t | NT$753.9b | NT$52.6b | 23.6x | 32x | 2.2x |
| Thu, 22 Jan 2026 | NT$1.7t | NT$753.9b | NT$52.6b | 22.9x | 33.3x | 2.3x |
| Sat, 20 Dec 2025 | NT$1.6t | NT$753.5b | NT$52.5b | 22.1x | 30.4x | 2.1x |
| Mon, 17 Nov 2025 | NT$1.6t | NT$751.1b | NT$58.1b | 22x | 28.3x | 2.2x |
| Wed, 15 Oct 2025 | NT$1.5t | NT$746.4b | NT$54.1b | 22.8x | 26.9x | 2x |
| Fri, 12 Sep 2025 | NT$1.5t | NT$746.4b | NT$54.1b | 21.2x | 26.9x | 2x |
| Sun, 10 Aug 2025 | NT$1.4t | NT$737.6b | NT$57.7b | 20.1x | 24.2x | 1.9x |
| Tue, 08 Jul 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.1x | 21.7x | 1.7x |
| Thu, 05 Jun 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.3x | 21.6x | 1.7x |
| Sat, 03 May 2025 | NT$1.2t | NT$720.7b | NT$58.2b | 18.4x | 20.5x | 1.7x |
| Mon, 31 Mar 2025 | NT$1.3t | NT$715.8b | NT$57.8b | 20.6x | 21.7x | 1.7x |
| Wed, 26 Feb 2025 | NT$1.4t | NT$711.1b | NT$48.0b | 20.7x | 28.7x | 1.9x |
| Fri, 24 Jan 2025 | NT$1.4t | NT$707.7b | NT$48.6b | 20.7x | 27.9x | 1.9x |
| Sun, 22 Dec 2024 | NT$1.3t | NT$706.6b | NT$48.4b | 21.8x | 27.1x | 1.9x |
| Tue, 19 Nov 2024 | NT$1.3t | NT$705.9b | NT$48.4b | 24.9x | 27.5x | 1.9x |
| Thu, 17 Oct 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 25x | 31.5x | 1.9x |
| Sat, 14 Sep 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 23.4x | 31.1x | 1.9x |
| Mon, 12 Aug 2024 | NT$1.3t | NT$695.6b | NT$41.1b | 26x | 31.2x | 1.8x |
| Wed, 10 Jul 2024 | NT$1.5t | NT$687.4b | NT$39.3b | 28.9x | 37.6x | 2.1x |
| Fri, 07 Jun 2024 | NT$1.3t | NT$687.5b | NT$39.3b | 28.2x | 34.3x | 2x |
| Sun, 05 May 2024 | NT$1.4t | NT$686.2b | NT$39.7b | 25.8x | 34.5x | 2x |
| Tue, 02 Apr 2024 | NT$1.3t | NT$698.7b | NT$42.0b | 23.4x | 31.8x | 1.9x |
| Thu, 29 Feb 2024 | NT$1.2t | NT$700.9b | NT$41.7b | 20x | 28.9x | 1.7x |
| Sat, 27 Jan 2024 | NT$1.1t | NT$703.6b | NT$41.9b | 19.3x | 26.4x | 1.6x |
| Mon, 25 Dec 2023 | NT$1.1t | NT$704.4b | NT$42.0b | 18.8x | 26.8x | 1.6x |
| Wed, 22 Nov 2023 | NT$1.1t | NT$698.0b | NT$49.9b | 18.8x | 21.7x | 1.6x |
| Fri, 20 Oct 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 16.4x | 17.6x | 1.5x |
| Sun, 17 Sep 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 17.3x | 18.5x | 1.6x |
| Tue, 15 Aug 2023 | NT$1.1t | NT$704.4b | NT$65.6b | 16.1x | 16.2x | 1.5x |
16.2x
How does Taiwanese Electrical Components compare with similar industries?
| TW Market | 3.06% | |
| Industrials | 5.97% | |
| Electrical | 5.35% | |
| Electrical Components | 5.82% | |
| Heavy Electrical Equipment | 1.34% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6781 Advanced Energy Solution Holding | NT$1.15k | 25.0% +NT$19.6b | -19.9% | PE29.3x | |
| 3665 BizLink Holding | NT$2.20k | 4.8% +NT$19.5b | 126.1% | PE44.4x | |
| 1605 Walsin Lihwa | NT$34.55 | 9.9% +NT$13.7b | 58.5% | PE25.2x | |
| 6409 Voltronic Power Technology | NT$1.02k | 6.1% +NT$5.1b | -14.0% | PE29.1x | |
| 1519 Fortune Electric | NT$653.00 | 1.9% +NT$4.2b | 6.3% | PE49.4x |