Narrative Update • Jun 23

Over the last 7 days, the Electrical Components industry has dropped 6.4%, driven by declines in Walsin Lihwa and BizLink Holding of 13% and 5.5%, respectively. In contrast, Voltronic Power Technology has gained 8.2%. This takes the industry's 12 month performance to a gain of 32%. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Tue, 30 Jun 2026 | NT$1.8t | NT$766.8b | NT$38.0b | 24.4x | 46.2x | 2.3x |
| Thu, 28 May 2026 | NT$1.8t | NT$766.8b | NT$38.0b | 25.4x | 48.4x | 2.4x |
| Sat, 25 Apr 2026 | NT$1.9t | NT$757.2b | NT$33.9b | 27.3x | 54.7x | 2.4x |
| Mon, 23 Mar 2026 | NT$1.7t | NT$755.7b | NT$34.0b | 25.8x | 48.9x | 2.2x |
| Wed, 18 Feb 2026 | NT$1.7t | NT$753.9b | NT$52.6b | 22.6x | 31.7x | 2.2x |
| Fri, 16 Jan 2026 | NT$1.7t | NT$753.9b | NT$52.6b | 22.8x | 33.2x | 2.3x |
| Sun, 14 Dec 2025 | NT$1.7t | NT$753.5b | NT$52.5b | 22.3x | 31.6x | 2.2x |
| Tue, 11 Nov 2025 | NT$1.6t | NT$746.8b | NT$56.2b | 24.4x | 29.4x | 2.2x |
| Thu, 09 Oct 2025 | NT$1.5t | NT$746.4b | NT$54.1b | 23.7x | 27.5x | 2x |
| Sat, 06 Sep 2025 | NT$1.4t | NT$746.4b | NT$54.1b | 22.6x | 25.9x | 1.9x |
| Mon, 04 Aug 2025 | NT$1.3t | NT$737.4b | NT$57.8b | 19.8x | 23.2x | 1.8x |
| Wed, 02 Jul 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 19.3x | 21.9x | 1.7x |
| Fri, 30 May 2025 | NT$1.2t | NT$737.2b | NT$57.8b | 18.5x | 20.9x | 1.6x |
| Sun, 27 Apr 2025 | NT$1.1t | NT$720.0b | NT$58.2b | 17.3x | 18.9x | 1.5x |
| Tue, 25 Mar 2025 | NT$1.3t | NT$715.5b | NT$57.4b | 21.3x | 22.4x | 1.8x |
| Thu, 20 Feb 2025 | NT$1.3t | NT$707.7b | NT$48.6b | 20x | 27.7x | 1.9x |
| Sat, 18 Jan 2025 | NT$1.3t | NT$706.9b | NT$48.4b | 20.8x | 26.7x | 1.8x |
| Mon, 16 Dec 2024 | NT$1.3t | NT$706.6b | NT$48.4b | 22.1x | 27.6x | 1.9x |
| Wed, 13 Nov 2024 | NT$1.3t | NT$702.5b | NT$41.0b | 26.2x | 32.7x | 1.9x |
| Fri, 11 Oct 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 25.5x | 31.8x | 1.9x |
| Sun, 08 Sep 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 23.9x | 30.4x | 1.8x |
| Tue, 06 Aug 2024 | NT$1.2t | NT$690.3b | NT$40.9b | 24.1x | 29.3x | 1.7x |
| Thu, 04 Jul 2024 | NT$1.5t | NT$687.4b | NT$39.3b | 29.5x | 37.3x | 2.1x |
| Sat, 01 Jun 2024 | NT$1.4t | NT$687.7b | NT$39.4b | 28.9x | 34.7x | 2x |
| Mon, 29 Apr 2024 | NT$1.4t | NT$696.5b | NT$41.0b | 26.6x | 34.3x | 2x |
| Wed, 27 Mar 2024 | NT$1.4t | NT$697.2b | NT$41.9b | 21.7x | 32.4x | 1.9x |
| Fri, 23 Feb 2024 | NT$1.2t | NT$701.4b | NT$42.0b | 20.2x | 28.5x | 1.7x |
| Sun, 21 Jan 2024 | NT$1.1t | NT$703.6b | NT$41.9b | 18.7x | 25.8x | 1.5x |
| Tue, 19 Dec 2023 | NT$1.1t | NT$704.4b | NT$42.0b | 19x | 27x | 1.6x |
| Thu, 16 Nov 2023 | NT$1.1t | NT$699.6b | NT$50.5b | 17.3x | 21x | 1.5x |
| Sat, 14 Oct 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 16.4x | 18.3x | 1.6x |
| Mon, 11 Sep 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 17x | 18.4x | 1.6x |
| Wed, 09 Aug 2023 | NT$1.1t | NT$711.2b | NT$63.8b | 16.3x | 17.7x | 1.6x |
| Fri, 07 Jul 2023 | NT$1.2t | NT$711.8b | NT$64.2b | 16.8x | 18.1x | 1.6x |
18.1x
How does Taiwanese Electrical Components compare with similar industries?
| TW Market | -5.96% | |
| Industrials | -3.11% | |
| Electrical | -5.44% | |
| Electrical Components | -5.71% | |
| Heavy Electrical Equipment | -3.47% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6409 Voltronic Power Technology | NT$1.08k | 18.4% +NT$14.7b | -16.9% | PE30.9x | |
| 2483 Excel Cell Electronic | NT$57.00 | 35.9% +NT$1.6b | 227.6% | PE61.8x | |
| 6781 Advanced Energy Solution Holding | NT$1.19k | 1.3% +NT$1.3b | 7.7% | PE30.3x | |
| 1623 Ta Tun Electric Wire & Cable | NT$227.50 | 6.3% +NT$891.0m | 4.4% | PE16.4x | |
| 1617 Jung Shing Wire | NT$20.80 | 31.6% +NT$847.6m | 26.4% | PE23.6x |