Narrative Update • Jun 04

Over the last 7 days, the Electrical Components industry has dropped 2.9%, driven by pullbacks in Fortune Electric and TECO Electric & Machinery of 7.1% and 9.4%, respectively. Over the past 12 months, the industry was up 45%. Earnings are forecast to grow by 35% annually.
Has the Taiwanese Electrical Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | NT$1.9t | NT$766.8b | NT$38.0b | 25.7x | 48.9x | 2.4x |
| Wed, 13 May 2026 | NT$2.0t | NT$755.0b | NT$36.7b | 25.1x | 53.6x | 2.6x |
| Fri, 10 Apr 2026 | NT$1.7t | NT$757.3b | NT$33.9b | 26.1x | 48.7x | 2.2x |
| Sun, 08 Mar 2026 | NT$1.7t | NT$745.9b | NT$53.1b | 22.7x | 31.9x | 2.3x |
| Tue, 03 Feb 2026 | NT$1.7t | NT$753.9b | NT$52.6b | 21.9x | 31.6x | 2.2x |
| Thu, 01 Jan 2026 | NT$1.6t | NT$753.9b | NT$52.6b | 22.2x | 31x | 2.2x |
| Sat, 29 Nov 2025 | NT$1.6t | NT$753.5b | NT$52.5b | 22.1x | 30.9x | 2.2x |
| Mon, 27 Oct 2025 | NT$1.6t | NT$748.1b | NT$54.2b | 26.4x | 28.7x | 2.1x |
| Wed, 24 Sep 2025 | NT$1.4t | NT$746.4b | NT$54.1b | 21.2x | 26.4x | 1.9x |
| Fri, 22 Aug 2025 | NT$1.4t | NT$744.7b | NT$53.8b | 22.3x | 25.3x | 1.8x |
| Sun, 20 Jul 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.2x | 22.1x | 1.7x |
| Tue, 17 Jun 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.7x | 22.1x | 1.7x |
| Thu, 15 May 2025 | NT$1.2t | NT$730.1b | NT$57.1b | 18.3x | 21.7x | 1.7x |
| Sat, 12 Apr 2025 | NT$1.1t | NT$719.3b | NT$58.1b | 17.5x | 18.1x | 1.5x |
| Mon, 10 Mar 2025 | NT$1.3t | NT$712.4b | NT$48.0b | 19.8x | 27.8x | 1.9x |
| Wed, 05 Feb 2025 | NT$1.3t | NT$707.7b | NT$48.6b | 20.5x | 26.3x | 1.8x |
| Fri, 03 Jan 2025 | NT$1.3t | NT$706.9b | NT$48.4b | 21.7x | 27.9x | 1.9x |
| Sun, 01 Dec 2024 | NT$1.4t | NT$706.7b | NT$48.4b | 22.9x | 28x | 1.9x |
| Tue, 29 Oct 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 24.5x | 31.4x | 1.9x |
| Thu, 26 Sep 2024 | NT$1.4t | NT$696.8b | NT$42.1b | 24.7x | 33.1x | 2x |
| Sat, 24 Aug 2024 | NT$1.4t | NT$697.7b | NT$41.5b | 24.7x | 32.7x | 1.9x |
| Mon, 22 Jul 2024 | NT$1.4t | NT$691.6b | NT$39.7b | 29.9x | 36.5x | 2.1x |
| Wed, 19 Jun 2024 | NT$1.5t | NT$687.4b | NT$39.3b | 30.4x | 37.3x | 2.1x |
| Fri, 17 May 2024 | NT$1.3t | NT$690.2b | NT$39.4b | 27.5x | 34.3x | 2x |
| Sun, 14 Apr 2024 | NT$1.5t | NT$697.5b | NT$41.7b | 25.1x | 34.9x | 2.1x |
| Tue, 12 Mar 2024 | NT$1.2t | NT$698.5b | NT$41.5b | 19.3x | 29.5x | 1.8x |
| Thu, 08 Feb 2024 | NT$1.1t | NT$701.4b | NT$42.0b | 19x | 27x | 1.6x |
| Sat, 06 Jan 2024 | NT$1.1t | NT$703.6b | NT$41.9b | 18.8x | 26.9x | 1.6x |
| Mon, 04 Dec 2023 | NT$1.1t | NT$704.4b | NT$42.0b | 18.8x | 26.6x | 1.6x |
| Wed, 01 Nov 2023 | NT$990.2b | NT$703.4b | NT$59.8b | 15.9x | 16.6x | 1.4x |
| Fri, 29 Sep 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 16.8x | 18.5x | 1.6x |
| Sun, 27 Aug 2023 | NT$1.1t | NT$706.0b | NT$61.0b | 16.8x | 18.1x | 1.6x |
| Tue, 25 Jul 2023 | NT$1.1t | NT$712.0b | NT$64.2b | 15.8x | 17.4x | 1.6x |
| Thu, 22 Jun 2023 | NT$1.2t | NT$712.1b | NT$64.2b | 16.7x | 18.3x | 1.6x |
18.3x
How does Taiwanese Electrical Components compare with similar industries?
| TW Market | -2.06% | |
| Industrials | -1.93% | |
| Electrical | -3.25% | |
| Electrical Components | -2.92% | |
| Heavy Electrical Equipment | -6.01% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3665 BizLink Holding | NT$2.31k | 5.0% +NT$21.5b | 210.2% | PE46.7x | |
| 7788 Song Chuan Precision | NT$266.00 | 18.8% +NT$3.3b | 76.7% | PE70.3x | |
| 6781 Advanced Energy Solution Holding | NT$1.15k | 0.9% +NT$854.2m | 15.3% | PE29.3x | |
| 2483 Excel Cell Electronic | NT$38.10 | 25.1% +NT$821.7m | 115.9% | PE41.3x | |
| 3550 Copartner Technology | NT$29.05 | 20.8% +NT$537.8m | 109.7% | PS0.8x |