Narrative Update • Apr 27

In the last week, the Electrical Components industry is up 3.8%, with TECO Electric & Machinery up 17%. In the last 12 months, the industry was up 55%. Looking forward, earnings are forecast to grow by 32% annually.
Has the Taiwanese Electrical Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 10 May 2026 | NT$1.9t | NT$756.8b | NT$33.6b | 28x | 57.2x | 2.5x |
| Tue, 07 Apr 2026 | NT$1.6t | NT$757.3b | NT$33.9b | 24.8x | 46.6x | 2.1x |
| Thu, 05 Mar 2026 | NT$1.6t | NT$748.2b | NT$54.0b | 22.3x | 30.2x | 2.2x |
| Sat, 31 Jan 2026 | NT$1.7t | NT$753.9b | NT$52.6b | 22.5x | 32.4x | 2.3x |
| Mon, 29 Dec 2025 | NT$1.7t | NT$753.9b | NT$52.6b | 22x | 31.5x | 2.2x |
| Wed, 26 Nov 2025 | NT$1.6t | NT$753.5b | NT$52.5b | 22.1x | 29.8x | 2.1x |
| Fri, 24 Oct 2025 | NT$1.6t | NT$746.4b | NT$54.1b | 24.8x | 28.7x | 2.1x |
| Sun, 21 Sep 2025 | NT$1.4t | NT$746.4b | NT$54.1b | 20.9x | 26x | 1.9x |
| Tue, 19 Aug 2025 | NT$1.4t | NT$740.7b | NT$52.8b | 23.1x | 26x | 1.8x |
| Thu, 17 Jul 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.2x | 21.9x | 1.7x |
| Sat, 14 Jun 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.6x | 22x | 1.7x |
| Mon, 12 May 2025 | NT$1.2t | NT$727.0b | NT$57.2b | 18.1x | 21.1x | 1.7x |
| Wed, 09 Apr 2025 | NT$998.9b | NT$719.3b | NT$58.1b | 16.4x | 17.2x | 1.4x |
| Fri, 07 Mar 2025 | NT$1.4t | NT$711.9b | NT$47.9b | 21.1x | 28.5x | 1.9x |
| Sun, 02 Feb 2025 | NT$1.4t | NT$707.7b | NT$48.6b | 20.7x | 27.9x | 1.9x |
| Tue, 31 Dec 2024 | NT$1.4t | NT$706.9b | NT$48.4b | 21.5x | 27.9x | 1.9x |
| Thu, 28 Nov 2024 | NT$1.4t | NT$706.7b | NT$48.4b | 23x | 28.1x | 1.9x |
| Sat, 26 Oct 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 24.4x | 31.4x | 1.9x |
| Mon, 23 Sep 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 23.8x | 32x | 1.9x |
| Wed, 21 Aug 2024 | NT$1.4t | NT$697.7b | NT$41.5b | 25x | 32.8x | 2x |
| Fri, 19 Jul 2024 | NT$1.5t | NT$691.6b | NT$39.7b | 29.7x | 36.9x | 2.1x |
| Sun, 16 Jun 2024 | NT$1.5t | NT$687.4b | NT$39.3b | 28.9x | 37.2x | 2.1x |
| Tue, 14 May 2024 | NT$1.3t | NT$687.6b | NT$40.0b | 24.9x | 33.6x | 2x |
| Thu, 11 Apr 2024 | NT$1.4t | NT$697.5b | NT$41.7b | 25.1x | 33.3x | 2x |
| Sat, 09 Mar 2024 | NT$1.2t | NT$699.5b | NT$41.5b | 19.2x | 29x | 1.7x |
| Mon, 05 Feb 2024 | NT$1.1t | NT$703.6b | NT$41.9b | 19.4x | 27.2x | 1.6x |
| Wed, 03 Jan 2024 | NT$1.1t | NT$703.6b | NT$41.9b | 19x | 27.4x | 1.6x |
| Fri, 01 Dec 2023 | NT$1.1t | NT$704.4b | NT$42.0b | 18.7x | 26.6x | 1.6x |
| Sun, 29 Oct 2023 | NT$1.0t | NT$703.5b | NT$59.8b | 16.1x | 17x | 1.4x |
| Tue, 26 Sep 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 17.1x | 18.3x | 1.6x |
| Thu, 24 Aug 2023 | NT$1.1t | NT$706.0b | NT$61.0b | 16.9x | 18.1x | 1.6x |
| Sat, 22 Jul 2023 | NT$1.1t | NT$712.0b | NT$64.2b | 16.3x | 17.7x | 1.6x |
| Mon, 19 Jun 2023 | NT$1.2t | NT$712.1b | NT$64.2b | 16.5x | 18x | 1.6x |
| Wed, 17 May 2023 | NT$1.0t | NT$709.9b | NT$64.9b | 15x | 15.7x | 1.4x |
15.7x
How does Taiwanese Electrical Components compare with similar industries?
| TW Market | 6.73% | |
| Industrials | 2.35% | |
| Electrical | 3.97% | |
| Electrical Components | 3.83% | |
| Heavy Electrical Equipment | 5.34% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1504 TECO Electric & Machinery | NT$72.80 | 16.7% +NT$24.4b | 40.3% | PE32.6x | |
| 1605 Walsin Lihwa | NT$33.75 | 11.9% +NT$16.0b | 58.1% | PE24.6x | |
| 6781 Advanced Energy Solution Holding | NT$1.23k | 11.3% +NT$10.7b | 27.7% | PE32.2x | |
| 6409 Voltronic Power Technology | NT$821.00 | 6.3% +NT$4.3b | -46.3% | PE23.5x | |
| 1514 Allis ElectricLtd | NT$123.50 | 12.3% +NT$3.7b | 17.7% | PE37.4x |