Narrative Update • Jul 08

Over the last 7 days, the Electrical Components industry has dropped 5.1%, driven by a pullback from BizLink Holding of 6.5%. In contrast, Cyber Power Systems has gained 10.0%. This takes the industry's 12 month performance to a gain of 34%. As for the next few years, earnings are expected to grow by 33% per annum.
Has the Taiwanese Electrical Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | NT$1.8t | NT$770.0b | NT$38.3b | 26.4x | 46x | 2.3x |
| Tue, 09 Jun 2026 | NT$1.8t | NT$766.8b | NT$38.0b | 25.8x | 47.7x | 2.4x |
| Thu, 07 May 2026 | NT$1.9t | NT$756.5b | NT$33.9b | 29.3x | 55.5x | 2.5x |
| Sat, 04 Apr 2026 | NT$1.6t | NT$757.3b | NT$33.9b | 24.8x | 46.6x | 2.1x |
| Mon, 02 Mar 2026 | NT$1.8t | NT$748.1b | NT$54.0b | 23.9x | 32.6x | 2.4x |
| Wed, 28 Jan 2026 | NT$1.8t | NT$753.9b | NT$52.6b | 23.7x | 33.7x | 2.4x |
| Fri, 26 Dec 2025 | NT$1.6t | NT$753.5b | NT$52.5b | 22.1x | 31.2x | 2.2x |
| Sun, 23 Nov 2025 | NT$1.6t | NT$753.5b | NT$52.5b | 21.2x | 29.9x | 2.1x |
| Tue, 21 Oct 2025 | NT$1.5t | NT$746.4b | NT$54.1b | 25.1x | 28.3x | 2.1x |
| Thu, 18 Sep 2025 | NT$1.4t | NT$746.4b | NT$54.1b | 21x | 26x | 1.9x |
| Sat, 16 Aug 2025 | NT$1.4t | NT$737.0b | NT$53.5b | 20.6x | 25.4x | 1.8x |
| Mon, 14 Jul 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.4x | 21.9x | 1.7x |
| Wed, 11 Jun 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.4x | 21.7x | 1.7x |
| Fri, 09 May 2025 | NT$1.2t | NT$721.4b | NT$57.3b | 18.3x | 21x | 1.7x |
| Sun, 06 Apr 2025 | NT$1.2t | NT$718.6b | NT$58.1b | 19.5x | 20.6x | 1.7x |
| Tue, 04 Mar 2025 | NT$1.3t | NT$711.0b | NT$48.0b | 20.3x | 28.1x | 1.9x |
| Thu, 30 Jan 2025 | NT$1.4t | NT$707.7b | NT$48.6b | 20.7x | 27.9x | 1.9x |
| Sat, 28 Dec 2024 | NT$1.4t | NT$706.6b | NT$48.4b | 22.1x | 27.9x | 1.9x |
| Mon, 25 Nov 2024 | NT$1.4t | NT$706.2b | NT$48.2b | 23.1x | 28.6x | 2x |
| Wed, 23 Oct 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 25x | 31.5x | 1.9x |
| Fri, 20 Sep 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 23.9x | 31.8x | 1.9x |
| Sun, 18 Aug 2024 | NT$1.3t | NT$698.6b | NT$40.4b | 24.9x | 33.1x | 1.9x |
| Tue, 16 Jul 2024 | NT$1.5t | NT$691.6b | NT$39.7b | 30.2x | 37.4x | 2.1x |
| Thu, 13 Jun 2024 | NT$1.4t | NT$687.4b | NT$39.3b | 28.2x | 35.7x | 2x |
| Sat, 11 May 2024 | NT$1.4t | NT$688.0b | NT$39.6b | 24.9x | 34.5x | 2x |
| Mon, 08 Apr 2024 | NT$1.3t | NT$697.7b | NT$41.8b | 23.5x | 32x | 1.9x |
| Wed, 06 Mar 2024 | NT$1.2t | NT$699.8b | NT$41.5b | 20.2x | 30.1x | 1.8x |
| Fri, 02 Feb 2024 | NT$1.1t | NT$703.6b | NT$41.9b | 19.1x | 27.3x | 1.6x |
| Sun, 31 Dec 2023 | NT$1.1t | NT$703.6b | NT$41.9b | 18.9x | 27.4x | 1.6x |
| Tue, 28 Nov 2023 | NT$1.1t | NT$701.1b | NT$42.3b | 18.4x | 25.8x | 1.6x |
| Thu, 26 Oct 2023 | NT$1.0t | NT$703.5b | NT$59.8b | 16.3x | 17.4x | 1.5x |
| Sat, 23 Sep 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 17.1x | 18.2x | 1.6x |
| Mon, 21 Aug 2023 | NT$1.1t | NT$705.5b | NT$61.0b | 16.7x | 18x | 1.6x |
| Wed, 19 Jul 2023 | NT$1.1t | NT$711.9b | NT$64.2b | 16.1x | 17.6x | 1.6x |
17.6x
How does Taiwanese Electrical Components compare with similar industries?
| TW Market | -3.15% | |
| Industrials | -4.72% | |
| Electrical | -5.19% | |
| Electrical Components | -5.14% | |
| Heavy Electrical Equipment | -5.53% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3617 Cyber Power Systems | NT$242.00 | 10.0% +NT$2.1b | -11.5% | PE17.1x | |
| 8109 P-Duke TechnologyLtd | NT$151.00 | 7.5% +NT$862.7m | 82.8% | PE23.8x | |
| 1623 Ta Tun Electric Wire & Cable | NT$226.50 | 5.8% +NT$825.0m | 5.3% | PE16.4x | |
| 7788 Song Chuan Precision | NT$250.50 | 1.6% +NT$319.0m | 77.7% | PE66.2x | |
| 8038 Changs Ascending Enterprise | NT$44.40 | 10.6% +NT$264.7m | 22.7% | PE33x |