Narrative Update • Aug 05

Over the last 7 days, the Electrical Components industry has risen 5.8%, driven by gains in Advanced Energy Solution Holding and BizLink Holding of 25% and 4.8%, respectively. In the last 12 months, the industry was up 20%. 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 |
|---|---|---|---|---|---|---|
| Sun, 09 Aug 2026 | NT$1.8t | NT$773.6b | NT$49.9b | 23.6x | 35.1x | 2.3x |
| Tue, 07 Jul 2026 | NT$1.9t | NT$766.8b | NT$38.0b | 26.6x | 48.8x | 2.4x |
| Thu, 04 Jun 2026 | NT$2.0t | NT$766.8b | NT$38.0b | 26.4x | 52.4x | 2.6x |
| Sat, 02 May 2026 | NT$1.8t | NT$757.2b | NT$33.9b | 28.3x | 54.6x | 2.4x |
| Mon, 30 Mar 2026 | NT$1.6t | NT$755.6b | NT$34.0b | 25.6x | 48x | 2.2x |
| Wed, 25 Feb 2026 | NT$1.7t | NT$753.9b | NT$52.5b | 23.1x | 32.2x | 2.2x |
| Fri, 23 Jan 2026 | NT$1.8t | NT$753.9b | NT$52.6b | 23.6x | 34.5x | 2.4x |
| Sun, 21 Dec 2025 | NT$1.6t | NT$753.5b | NT$52.5b | 22.1x | 30.4x | 2.1x |
| Tue, 18 Nov 2025 | NT$1.6t | NT$753.5b | NT$52.5b | 22x | 31.3x | 2.2x |
| Thu, 16 Oct 2025 | NT$1.5t | NT$746.4b | NT$54.1b | 23.4x | 27.6x | 2x |
| Sat, 13 Sep 2025 | NT$1.4t | NT$746.4b | NT$54.1b | 21.5x | 26.6x | 1.9x |
| Mon, 11 Aug 2025 | NT$1.4t | NT$737.8b | NT$57.7b | 19.9x | 24.2x | 1.9x |
| Wed, 09 Jul 2025 | NT$1.2t | NT$737.5b | NT$57.8b | 17.7x | 21.5x | 1.7x |
| Fri, 06 Jun 2025 | NT$1.2t | NT$737.5b | NT$57.8b | 18.3x | 21.6x | 1.7x |
| Sun, 04 May 2025 | NT$1.2t | NT$720.7b | NT$58.2b | 18.4x | 20.5x | 1.7x |
| Tue, 01 Apr 2025 | NT$1.2t | NT$715.8b | NT$57.8b | 19.4x | 20.4x | 1.6x |
| Thu, 27 Feb 2025 | NT$1.4t | NT$711.1b | NT$48.0b | 20.5x | 28.6x | 1.9x |
| Sat, 25 Jan 2025 | NT$1.4t | NT$707.7b | NT$48.6b | 20.7x | 27.9x | 1.9x |
| Mon, 23 Dec 2024 | NT$1.3t | NT$706.6b | NT$48.4b | 21.8x | 27.1x | 1.9x |
| Wed, 20 Nov 2024 | NT$1.4t | NT$706.2b | NT$48.2b | 23.1x | 28.1x | 1.9x |
| Fri, 18 Oct 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 25.2x | 31.6x | 1.9x |
| Sun, 15 Sep 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 23.4x | 31.1x | 1.9x |
| Tue, 13 Aug 2024 | NT$1.3t | NT$695.6b | NT$41.2b | 26.3x | 32x | 1.9x |
| Thu, 11 Jul 2024 | NT$1.5t | NT$687.4b | NT$39.3b | 29.1x | 37.9x | 2.2x |
| Sat, 08 Jun 2024 | NT$1.4t | NT$687.5b | NT$39.3b | 28.3x | 35.5x | 2x |
| Mon, 06 May 2024 | NT$1.4t | NT$686.2b | NT$39.7b | 25.8x | 34.5x | 2x |
| Wed, 03 Apr 2024 | NT$1.3t | NT$698.0b | NT$41.9b | 23.3x | 32.2x | 1.9x |
| Fri, 01 Mar 2024 | NT$1.2t | NT$700.9b | NT$41.7b | 20.1x | 29.7x | 1.8x |
| Sun, 28 Jan 2024 | NT$1.1t | NT$703.6b | NT$41.9b | 19.3x | 26.4x | 1.6x |
| Tue, 26 Dec 2023 | NT$1.1t | NT$704.4b | NT$42.0b | 18.6x | 26.9x | 1.6x |
| Thu, 23 Nov 2023 | NT$1.1t | NT$699.3b | NT$50.3b | 18.7x | 21.4x | 1.5x |
| Sat, 21 Oct 2023 | NT$1.0t | NT$703.5b | NT$59.8b | 16.4x | 17.3x | 1.5x |
| Mon, 18 Sep 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 17.3x | 18.5x | 1.6x |
| Wed, 16 Aug 2023 | NT$1.1t | NT$704.0b | NT$65.7b | 16.3x | 16.5x | 1.5x |
16.5x
How does Taiwanese Electrical Components compare with similar industries?
| TW Market | 3.07% | |
| Industrials | 6.02% | |
| Electrical | 5.43% | |
| Electrical Components | 5.90% | |
| Heavy Electrical Equipment | 1.34% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6781 Advanced Energy Solution Holding | NT$1.15k | 25.0% +NT$19.6b | -19.9% | PE29.3x | |
| 3665 BizLink Holding | NT$2.20k | 4.8% +NT$19.5b | 126.1% | PE44.4x | |
| 1605 Walsin Lihwa | NT$34.55 | 9.9% +NT$13.7b | 58.5% | PE10.5x | |
| 6409 Voltronic Power Technology | NT$1.02k | 6.1% +NT$5.1b | -14.0% | PE29.1x | |
| 1519 Fortune Electric | NT$653.00 | 1.9% +NT$4.2b | 6.3% | PE49.4x |