Narrative Update • Jun 23

Last week, the Electrical Components industry hasn't moved much but BizLink Holding is up 7.5% in that time. As for the the longer term, the industry is up 36% over the past 12 months. 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, 04 Jul 2026 | NT$1.8t | NT$766.8b | NT$38.0b | 26.4x | 48.4x | 2.4x |
| Mon, 01 Jun 2026 | NT$1.9t | NT$766.7b | NT$38.1b | 24.7x | 48.9x | 2.4x |
| Wed, 29 Apr 2026 | NT$1.8t | NT$757.2b | NT$33.9b | 29x | 53.8x | 2.4x |
| Fri, 27 Mar 2026 | NT$1.6t | NT$755.7b | NT$34.0b | 24.6x | 48.1x | 2.2x |
| Sun, 22 Feb 2026 | NT$1.7t | NT$753.9b | NT$52.6b | 22.6x | 31.7x | 2.2x |
| Tue, 20 Jan 2026 | NT$1.7t | NT$753.9b | NT$52.6b | 22.7x | 33.2x | 2.3x |
| Thu, 18 Dec 2025 | NT$1.6t | NT$753.5b | NT$52.5b | 21.6x | 30.2x | 2.1x |
| Sat, 15 Nov 2025 | NT$1.6t | NT$750.3b | NT$58.2b | 22.2x | 28.2x | 2.2x |
| Mon, 13 Oct 2025 | NT$1.5t | NT$746.4b | NT$54.1b | 23.7x | 27.8x | 2x |
| Wed, 10 Sep 2025 | NT$1.4t | NT$746.4b | NT$54.1b | 22.3x | 26.4x | 1.9x |
| Fri, 08 Aug 2025 | NT$1.4t | NT$738.5b | NT$57.6b | 20.3x | 24.2x | 1.9x |
| Sun, 06 Jul 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.7x | 22x | 1.7x |
| Tue, 03 Jun 2025 | NT$1.2t | NT$737.2b | NT$57.8b | 18.2x | 21.3x | 1.7x |
| Thu, 01 May 2025 | NT$1.1t | NT$720.0b | NT$58.2b | 17.9x | 19.6x | 1.6x |
| Sat, 29 Mar 2025 | NT$1.3t | NT$715.2b | NT$57.7b | 19.9x | 21.7x | 1.8x |
| Mon, 24 Feb 2025 | NT$1.4t | NT$711.1b | NT$48.0b | 21.1x | 29.4x | 2x |
| Wed, 22 Jan 2025 | NT$1.3t | NT$706.9b | NT$48.4b | 20.5x | 27.4x | 1.9x |
| Fri, 20 Dec 2024 | NT$1.3t | NT$706.6b | NT$48.4b | 21.8x | 27.3x | 1.9x |
| Sun, 17 Nov 2024 | NT$1.3t | NT$705.2b | NT$48.7b | 25.6x | 27.6x | 1.9x |
| Tue, 15 Oct 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 25.1x | 31.5x | 1.9x |
| Thu, 12 Sep 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 23.3x | 30.1x | 1.8x |
| Sat, 10 Aug 2024 | NT$1.3t | NT$695.4b | NT$41.0b | 27.4x | 31.3x | 1.8x |
| Mon, 08 Jul 2024 | NT$1.5t | NT$687.4b | NT$39.3b | 29.5x | 37.6x | 2.1x |
| Wed, 05 Jun 2024 | NT$1.4t | NT$687.7b | NT$39.4b | 28.8x | 34.5x | 2x |
| Fri, 03 May 2024 | NT$1.4t | NT$696.4b | NT$40.9b | 26.6x | 33.8x | 2x |
| Sun, 31 Mar 2024 | NT$1.3t | NT$698.8b | NT$42.0b | 23.1x | 31.6x | 1.9x |
| Tue, 27 Feb 2024 | NT$1.2t | NT$700.9b | NT$41.7b | 20.1x | 29.2x | 1.7x |
| Thu, 25 Jan 2024 | NT$1.1t | NT$703.6b | NT$41.9b | 18.8x | 26.5x | 1.6x |
| Sat, 23 Dec 2023 | NT$1.1t | NT$704.4b | NT$42.0b | 18.8x | 26.8x | 1.6x |
| Mon, 20 Nov 2023 | NT$1.1t | NT$698.1b | NT$50.2b | 18.7x | 21.4x | 1.5x |
| Wed, 18 Oct 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 16.4x | 18.3x | 1.6x |
| Fri, 15 Sep 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 17.2x | 18.4x | 1.6x |
| Sun, 13 Aug 2023 | NT$1.1t | NT$705.5b | NT$64.8b | 15.1x | 16.9x | 1.6x |
| Tue, 11 Jul 2023 | NT$1.1t | NT$711.8b | NT$64.2b | 16.3x | 17.8x | 1.6x |
17.8x
How does Taiwanese Electrical Components compare with similar industries?
| TW Market | 5.10% | |
| Industrials | 5.43% | |
| Electrical | 5.54% | |
| Electrical Components | 6.05% | |
| Heavy Electrical Equipment | 1.88% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3665 BizLink Holding | NT$2.00k | 7.5% +NT$27.3b | 127.4% | PE40.3x | |
| 6409 Voltronic Power Technology | NT$1.26k | 28.5% +NT$24.4b | -3.8% | PE36x | |
| 6781 Advanced Energy Solution Holding | NT$1.23k | 10.9% +NT$10.3b | 16.7% | PE31.3x | |
| 1504 TECO Electric & Machinery | NT$70.00 | 3.1% +NT$4.9b | 46.0% | PE31.1x | |
| 6412 Chicony Power Technology | NT$98.00 | 10.7% +NT$3.8b | -16.2% | PE18.8x |