Narrative Update • Jun 23

Over the last 7 days, the Electrical Components industry has dropped 1.3%, driven by Fortune Electric declining 7.6%. On the other hand Voltronic Power Technology is actually up 24%. Over the past 12 months, the industry was up 37%. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Thu, 02 Jul 2026 | NT$1.8t | NT$766.8b | NT$38.0b | 26x | 47.5x | 2.4x |
| Sat, 30 May 2026 | NT$1.9t | NT$766.7b | NT$38.1b | 24.7x | 48.9x | 2.4x |
| Mon, 27 Apr 2026 | NT$1.9t | NT$757.2b | NT$33.9b | 27.3x | 54.7x | 2.4x |
| Wed, 25 Mar 2026 | NT$1.6t | NT$755.7b | NT$34.0b | 23.9x | 47.1x | 2.1x |
| Fri, 20 Feb 2026 | NT$1.7t | NT$753.9b | NT$52.6b | 22.6x | 31.7x | 2.2x |
| Sun, 18 Jan 2026 | NT$1.8t | NT$753.9b | NT$52.6b | 23x | 33.4x | 2.3x |
| Tue, 16 Dec 2025 | NT$1.6t | NT$753.5b | NT$52.5b | 22.3x | 31x | 2.2x |
| Thu, 13 Nov 2025 | NT$1.6t | NT$746.1b | NT$56.5b | 22.5x | 29.2x | 2.2x |
| Sat, 11 Oct 2025 | NT$1.5t | NT$746.4b | NT$54.1b | 23.7x | 27.8x | 2x |
| Mon, 08 Sep 2025 | NT$1.4t | NT$746.4b | NT$54.1b | 22.6x | 25.9x | 1.9x |
| Wed, 06 Aug 2025 | NT$1.4t | NT$737.6b | NT$57.6b | 19.6x | 23.4x | 1.8x |
| Fri, 04 Jul 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 19.2x | 22.5x | 1.8x |
| Sun, 01 Jun 2025 | NT$1.2t | NT$737.2b | NT$57.8b | 18.5x | 21.6x | 1.7x |
| Tue, 29 Apr 2025 | NT$1.1t | NT$720.0b | NT$58.2b | 17.5x | 19.1x | 1.5x |
| Thu, 27 Mar 2025 | NT$1.3t | NT$715.3b | NT$57.6b | 20.7x | 22.4x | 1.8x |
| Sat, 22 Feb 2025 | NT$1.4t | NT$707.7b | NT$48.6b | 21.1x | 29x | 2x |
| Mon, 20 Jan 2025 | NT$1.3t | NT$706.9b | NT$48.4b | 20.8x | 26.7x | 1.8x |
| Wed, 18 Dec 2024 | NT$1.3t | NT$318.9b | NT$25.1b | 22.7x | 52.5x | 4.1x |
| Fri, 15 Nov 2024 | NT$1.3t | NT$702.6b | NT$40.8b | 26.1x | 33x | 1.9x |
| Sun, 13 Oct 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 25.1x | 31.5x | 1.9x |
| Tue, 10 Sep 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 24.2x | 30.3x | 1.8x |
| Thu, 08 Aug 2024 | NT$1.3t | NT$690.0b | NT$40.9b | 26x | 31.2x | 1.8x |
| Sat, 06 Jul 2024 | NT$1.5t | NT$687.4b | NT$39.3b | 29.5x | 37.6x | 2.1x |
| Mon, 03 Jun 2024 | NT$1.4t | NT$687.7b | NT$39.4b | 28.9x | 34.6x | 2x |
| Wed, 01 May 2024 | NT$1.4t | NT$696.4b | NT$40.9b | 26.5x | 34.2x | 2x |
| Fri, 29 Mar 2024 | NT$1.3t | NT$699.3b | NT$42.2b | 21.7x | 31.4x | 1.9x |
| Sun, 25 Feb 2024 | NT$1.2t | NT$701.3b | NT$42.0b | 19.9x | 28.8x | 1.7x |
| Tue, 23 Jan 2024 | NT$1.1t | NT$703.6b | NT$41.9b | 18.8x | 26.2x | 1.6x |
| Thu, 21 Dec 2023 | NT$1.1t | NT$704.4b | NT$42.0b | 18.9x | 27.1x | 1.6x |
| Sat, 18 Nov 2023 | NT$1.1t | NT$698.8b | NT$50.3b | 17.5x | 21.4x | 1.5x |
| Mon, 16 Oct 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 16.4x | 18.3x | 1.6x |
| Wed, 13 Sep 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 16.7x | 18.4x | 1.6x |
| Fri, 11 Aug 2023 | NT$1.1t | NT$708.8b | NT$64.0b | 15.4x | 17.1x | 1.5x |
| Sun, 09 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 | 1.73% | |
| Industrials | 0.25% | |
| Electrical | -1.54% | |
| Electrical Components | -1.27% | |
| Heavy Electrical Equipment | -3.51% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3665 BizLink Holding | NT$2.04k | 6.3% +NT$23.4b | 137.3% | PE41.2x | |
| 6409 Voltronic Power Technology | NT$1.19k | 18.5% +NT$16.2b | -10.6% | PE33.9x | |
| 6412 Chicony Power Technology | NT$97.00 | 4.4% +NT$1.6b | -17.4% | PE18.6x | |
| 6781 Advanced Energy Solution Holding | NT$1.21k | 1.3% +NT$1.3b | 7.6% | PE30.8x | |
| 3015 FSP Technology | NT$67.50 | 10.3% +NT$1.2b | 19.0% | PE33.2x |