Narrative Update • Apr 27

Over the last 7 days, the Electrical Components industry has risen 1.4%, driven by gains from TECO Electric & Machinery of 17%. This means that the industry has gained 55% over the past year. 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 |
|---|---|---|---|---|---|---|
| Sat, 09 May 2026 | NT$1.9t | NT$756.8b | NT$33.6b | 28x | 57.2x | 2.5x |
| Mon, 06 Apr 2026 | NT$1.6t | NT$757.3b | NT$33.9b | 24.8x | 46.6x | 2.1x |
| Wed, 04 Mar 2026 | NT$1.7t | NT$748.1b | NT$54.0b | 23.4x | 32.1x | 2.3x |
| Fri, 30 Jan 2026 | NT$1.8t | NT$753.9b | NT$52.6b | 23.6x | 33.7x | 2.3x |
| Sun, 28 Dec 2025 | NT$1.7t | NT$753.9b | NT$52.6b | 22x | 31.5x | 2.2x |
| Tue, 25 Nov 2025 | NT$1.6t | NT$753.5b | NT$52.5b | 21.5x | 30x | 2.1x |
| Thu, 23 Oct 2025 | NT$1.6t | NT$746.4b | NT$54.1b | 25.1x | 29.1x | 2.1x |
| Sat, 20 Sep 2025 | NT$1.4t | NT$746.4b | NT$54.1b | 20.9x | 26x | 1.9x |
| Mon, 18 Aug 2025 | NT$1.4t | NT$740.3b | NT$52.8b | 22.1x | 25.7x | 1.8x |
| Wed, 16 Jul 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.1x | 22.2x | 1.7x |
| Fri, 13 Jun 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.9x | 22.1x | 1.7x |
| Sun, 11 May 2025 | NT$1.2t | NT$722.6b | NT$57.3b | 18.1x | 21x | 1.7x |
| Tue, 08 Apr 2025 | NT$1.1t | NT$718.6b | NT$58.1b | 17.2x | 18.5x | 1.5x |
| Thu, 06 Mar 2025 | NT$1.4t | NT$711.9b | NT$47.9b | 20.5x | 28.7x | 1.9x |
| Sat, 01 Feb 2025 | NT$1.4t | NT$707.7b | NT$48.6b | 20.7x | 27.9x | 1.9x |
| Mon, 30 Dec 2024 | NT$1.4t | NT$706.9b | NT$48.4b | 21.8x | 27.9x | 1.9x |
| Wed, 27 Nov 2024 | NT$1.4t | NT$706.7b | NT$48.4b | 23.3x | 28.3x | 1.9x |
| Fri, 25 Oct 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 24.5x | 31.4x | 1.9x |
| Sun, 22 Sep 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 23.8x | 32x | 1.9x |
| Tue, 20 Aug 2024 | NT$1.3t | NT$697.7b | NT$41.5b | 24.8x | 32.3x | 1.9x |
| Thu, 18 Jul 2024 | NT$1.5t | NT$691.6b | NT$39.7b | 29.7x | 37.3x | 2.1x |
| Sat, 15 Jun 2024 | NT$1.5t | NT$687.4b | NT$39.3b | 28.9x | 37.2x | 2.1x |
| Mon, 13 May 2024 | NT$1.4t | NT$687.5b | NT$39.9b | 24.9x | 34.3x | 2x |
| Wed, 10 Apr 2024 | NT$1.4t | NT$697.5b | NT$41.7b | 24.9x | 33.3x | 2x |
| Fri, 08 Mar 2024 | NT$1.2t | NT$699.5b | NT$41.5b | 19.3x | 29.9x | 1.8x |
| Sun, 04 Feb 2024 | NT$1.1t | NT$703.6b | NT$41.9b | 19.4x | 27.2x | 1.6x |
| Tue, 02 Jan 2024 | NT$1.1t | NT$703.6b | NT$41.9b | 18.9x | 27.4x | 1.6x |
| Thu, 30 Nov 2023 | NT$1.1t | NT$704.4b | NT$42.0b | 18.5x | 26.5x | 1.6x |
| Sat, 28 Oct 2023 | NT$1.0t | NT$703.5b | NT$59.8b | 16.1x | 17x | 1.4x |
| Mon, 25 Sep 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 17.1x | 18.2x | 1.6x |
| Wed, 23 Aug 2023 | NT$1.1t | NT$705.7b | NT$61.0b | 16.8x | 18.1x | 1.6x |
| Fri, 21 Jul 2023 | NT$1.1t | NT$712.0b | NT$64.2b | 16.1x | 17.7x | 1.6x |
| Sun, 18 Jun 2023 | NT$1.2t | NT$712.1b | NT$64.2b | 16.5x | 18x | 1.6x |
| Tue, 16 May 2023 | NT$1.0t | NT$708.4b | NT$63.3b | 14.5x | 15.9x | 1.4x |
15.9x
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% | PE47x | |
| 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% | PE20.5x | |
| 1514 Allis ElectricLtd | NT$123.50 | 12.3% +NT$3.7b | 17.7% | PE37.4x |