Narrative Update • Jun 23

Over the last 7 days, the Electrical Components industry has dropped 5.7%, driven by declines in BizLink Holding and Fortune Electric of 3.3% and 4.3%, respectively. On the other hand Voltronic Power Technology is actually up 18%. This takes the industry's 12 month performance to a gain of 35%. 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 |
|---|---|---|---|---|---|---|
| Wed, 01 Jul 2026 | NT$1.8t | NT$766.8b | NT$38.0b | 26.3x | 47.2x | 2.3x |
| Fri, 29 May 2026 | NT$1.8t | NT$766.8b | NT$38.0b | 25.1x | 47.8x | 2.4x |
| Sun, 26 Apr 2026 | NT$1.9t | NT$757.2b | NT$33.9b | 27.3x | 54.7x | 2.4x |
| Tue, 24 Mar 2026 | NT$1.6t | NT$755.7b | NT$34.0b | 24.5x | 47.4x | 2.1x |
| Thu, 19 Feb 2026 | NT$1.7t | NT$753.9b | NT$52.6b | 22.6x | 31.7x | 2.2x |
| Sat, 17 Jan 2026 | NT$1.8t | NT$753.9b | NT$52.6b | 23x | 33.4x | 2.3x |
| Mon, 15 Dec 2025 | NT$1.7t | NT$753.5b | NT$52.5b | 22.3x | 31.6x | 2.2x |
| Wed, 12 Nov 2025 | NT$1.6t | NT$747.2b | NT$56.5b | 23x | 29.1x | 2.2x |
| Fri, 10 Oct 2025 | NT$1.5t | NT$746.4b | NT$54.1b | 23.5x | 27.8x | 2x |
| Sun, 07 Sep 2025 | NT$1.4t | NT$746.4b | NT$54.1b | 22.6x | 25.9x | 1.9x |
| Tue, 05 Aug 2025 | NT$1.3t | NT$737.4b | NT$57.8b | 19.6x | 23.1x | 1.8x |
| Thu, 03 Jul 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 19.4x | 22.2x | 1.7x |
| Sat, 31 May 2025 | NT$1.2t | NT$737.2b | NT$57.8b | 18.5x | 20.9x | 1.6x |
| Mon, 28 Apr 2025 | NT$1.1t | NT$720.0b | NT$58.2b | 17.3x | 18.9x | 1.5x |
| Wed, 26 Mar 2025 | NT$1.3t | NT$714.6b | NT$57.6b | 21x | 22.4x | 1.8x |
| Fri, 21 Feb 2025 | NT$1.4t | NT$707.7b | NT$48.6b | 20.4x | 28.8x | 2x |
| Sun, 19 Jan 2025 | NT$1.3t | NT$706.9b | NT$48.4b | 20.8x | 26.7x | 1.8x |
| Tue, 17 Dec 2024 | NT$1.3t | NT$318.9b | NT$25.1b | 23x | 52.6x | 4.1x |
| Thu, 14 Nov 2024 | NT$1.3t | NT$702.5b | NT$41.0b | 26.4x | 32.8x | 1.9x |
| Sat, 12 Oct 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 25.1x | 31.5x | 1.9x |
| Mon, 09 Sep 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 23.9x | 30.4x | 1.8x |
| Wed, 07 Aug 2024 | NT$1.2t | NT$690.0b | NT$40.9b | 24.3x | 29.5x | 1.7x |
| Fri, 05 Jul 2024 | NT$1.5t | NT$687.4b | NT$39.3b | 29.6x | 38.1x | 2.2x |
| Sun, 02 Jun 2024 | NT$1.4t | NT$687.7b | NT$39.4b | 28.9x | 34.6x | 2x |
| Tue, 30 Apr 2024 | NT$1.4t | NT$696.5b | NT$41.0b | 27x | 34.3x | 2x |
| Thu, 28 Mar 2024 | NT$1.3t | NT$697.2b | NT$41.9b | 22x | 31.8x | 1.9x |
| Sat, 24 Feb 2024 | NT$1.2t | NT$701.3b | NT$42.0b | 19.9x | 28.8x | 1.7x |
| Mon, 22 Jan 2024 | NT$1.1t | NT$703.6b | NT$41.9b | 18.7x | 25.8x | 1.5x |
| Wed, 20 Dec 2023 | NT$1.1t | NT$704.4b | NT$42.0b | 18.8x | 26.8x | 1.6x |
| Fri, 17 Nov 2023 | NT$1.1t | NT$699.6b | NT$50.5b | 17.3x | 21x | 1.5x |
| Sun, 15 Oct 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 16.4x | 18.3x | 1.6x |
| Tue, 12 Sep 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 16.9x | 18.1x | 1.5x |
| Thu, 10 Aug 2023 | NT$1.1t | NT$710.9b | NT$64.1b | 15.8x | 17.6x | 1.6x |
| Sat, 08 Jul 2023 | NT$1.1t | NT$711.8b | NT$64.2b | 16.5x | 17.8x | 1.6x |
17.8x
How does Taiwanese Electrical Components compare with similar industries?
| TW Market | -2.15% | |
| Industrials | 0.32% | |
| Electrical | -1.62% | |
| Electrical Components | -1.58% | |
| Heavy Electrical Equipment | -1.89% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6409 Voltronic Power Technology | NT$1.15k | 26.0% +NT$20.8b | -10.9% | PE32.9x | |
| 6781 Advanced Energy Solution Holding | NT$1.19k | 1.7% +NT$1.7b | 7.2% | PE30.3x | |
| 1617 Jung Shing Wire | NT$22.85 | 43.7% +NT$1.2b | 38.9% | PE25.9x | |
| 2483 Excel Cell Electronic | NT$56.00 | 21.5% +NT$1.1b | 223.7% | PE60.8x | |
| 1609 Ta Ya Electric Wire & Cable | NT$38.75 | 3.6% +NT$1.1b | 2.0% | PE16.2x |