Narrative Update • Jun 04

Over the last 7 days, the Electrical Components industry has dropped 1.5%, driven by Fortune Electric declining 15%. Meanwhile, Voltronic Power Technology actually outperformed within the industry, gaining 11% in the last week. Over the past 12 months, the industry was up 46%. As for the next few years, earnings are expected to grow by 35% per annum.
Has the Taiwanese Electrical Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 11 Jun 2026 | NT$1.8t | NT$766.8b | NT$38.0b | 24.5x | 47.3x | 2.3x |
| 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 |
18x
How does Taiwanese Electrical Components compare with similar industries?
| TW Market | -7.08% | |
| Industrials | -5.60% | |
| Electrical | -9.87% | |
| Electrical Components | -9.83% | |
| Heavy Electrical Equipment | -10.20% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 7788 Song Chuan Precision | NT$271.00 | 32.8% +NT$5.3b | 79.5% | PE71.6x | |
| 3665 BizLink Holding | NT$2.16k | 0.2% +NT$976.4m | 215.2% | PE43.6x | |
| 2483 Excel Cell Electronic | NT$34.65 | 25.1% +NT$746.5m | 89.3% | PE37.6x | |
| 3003 K.S. Terminals | NT$67.00 | 7.2% +NT$700.4m | 24.5% | PE66.5x | |
| 3550 Copartner Technology | NT$28.60 | 19.4% +NT$500.1m | 100.0% | PS0.8x |