Narrative Update • Aug 21

Last week, the Electrical Components industry hasn't moved much but BizLink Holding is up 3.4% in that time. As for the the longer term, the industry is up 26% over the past 12 months. 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, 23 Aug 2026 | NT$1.8t | NT$783.2b | NT$56.7b | 23.3x | 32x | 2.3x |
| Tue, 21 Jul 2026 | NT$1.6t | NT$770.0b | NT$38.3b | 23.4x | 42.3x | 2.1x |
| Thu, 18 Jun 2026 | NT$1.8t | NT$766.8b | NT$38.0b | 26.6x | 48x | 2.4x |
| Sat, 16 May 2026 | NT$1.8t | NT$762.0b | NT$38.0b | 23.3x | 46.3x | 2.3x |
| Mon, 13 Apr 2026 | NT$1.7t | NT$757.3b | NT$33.9b | 26.5x | 49.3x | 2.2x |
| Wed, 11 Mar 2026 | NT$1.6t | NT$745.9b | NT$53.1b | 21.9x | 30.2x | 2.2x |
| Fri, 06 Feb 2026 | NT$1.7t | NT$753.9b | NT$52.6b | 22x | 31.5x | 2.2x |
| Sun, 04 Jan 2026 | NT$1.6t | NT$753.9b | NT$52.6b | 22.7x | 31x | 2.2x |
| Tue, 02 Dec 2025 | NT$1.6t | NT$753.5b | NT$52.5b | 21.7x | 31.1x | 2.2x |
| Thu, 30 Oct 2025 | NT$1.6t | NT$750.5b | NT$54.3b | 26.3x | 29.7x | 2.1x |
| Sat, 27 Sep 2025 | NT$1.4t | NT$746.4b | NT$54.1b | 22.6x | 25.7x | 1.9x |
| Mon, 25 Aug 2025 | NT$1.4t | NT$744.7b | NT$53.8b | 21.8x | 25.2x | 1.8x |
| Wed, 23 Jul 2025 | NT$1.2t | NT$737.5b | NT$57.8b | 18.2x | 21.3x | 1.7x |
| Fri, 20 Jun 2025 | NT$1.2t | NT$737.5b | NT$57.8b | 17.7x | 21.5x | 1.7x |
| Sun, 18 May 2025 | NT$1.2t | NT$737.2b | NT$57.7b | 18.5x | 21.4x | 1.7x |
| Tue, 15 Apr 2025 | NT$1.1t | NT$719.3b | NT$58.1b | 17.5x | 18.3x | 1.5x |
| Thu, 13 Mar 2025 | NT$1.3t | NT$712.4b | NT$47.8b | 19.9x | 27x | 1.8x |
| Sat, 08 Feb 2025 | NT$1.3t | NT$707.7b | NT$48.6b | 20.6x | 27.2x | 1.9x |
| Mon, 06 Jan 2025 | NT$1.3t | NT$706.9b | NT$48.4b | 21.3x | 27.3x | 1.9x |
| Wed, 04 Dec 2024 | NT$1.4t | NT$706.7b | NT$48.4b | 23.4x | 28.4x | 1.9x |
| Fri, 01 Nov 2024 | NT$1.3t | NT$697.0b | NT$42.1b | 24.6x | 31x | 1.9x |
| Sun, 29 Sep 2024 | NT$1.4t | NT$696.8b | NT$42.1b | 24.5x | 32.9x | 2x |
| Tue, 27 Aug 2024 | NT$1.4t | NT$697.6b | NT$41.6b | 24.4x | 32.6x | 1.9x |
| Thu, 25 Jul 2024 | NT$1.4t | NT$691.6b | NT$39.7b | 30.3x | 36x | 2.1x |
| Sat, 22 Jun 2024 | NT$1.5t | NT$687.4b | NT$39.3b | 29.9x | 37.3x | 2.1x |
| Mon, 20 May 2024 | NT$1.3t | NT$687.8b | NT$39.4b | 25x | 34.3x | 2x |
| Wed, 17 Apr 2024 | NT$1.4t | NT$697.4b | NT$41.6b | 24.9x | 34.5x | 2.1x |
| Fri, 15 Mar 2024 | NT$1.3t | NT$700.3b | NT$41.4b | 19.9x | 30.8x | 1.8x |
| Sun, 11 Feb 2024 | NT$1.1t | NT$701.4b | NT$42.0b | 19x | 27x | 1.6x |
| Tue, 09 Jan 2024 | NT$1.1t | NT$703.6b | NT$41.9b | 18.8x | 27x | 1.6x |
| Thu, 07 Dec 2023 | NT$1.1t | NT$704.4b | NT$42.0b | 18.8x | 26.7x | 1.6x |
| Sat, 04 Nov 2023 | NT$1.0t | NT$702.3b | NT$59.8b | 15.8x | 17x | 1.5x |
| Mon, 02 Oct 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 16.8x | 18.5x | 1.6x |
| Wed, 30 Aug 2023 | NT$1.1t | NT$706.0b | NT$61.0b | 16.8x | 18.2x | 1.6x |
18.2x
How does Taiwanese Electrical Components compare with similar industries?
| TW Market | -1.40% | |
| Industrials | 2.23% | |
| Electrical | -0.14% | |
| Electrical Components | -0.12% | |
| Heavy Electrical Equipment | -0.29% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3665 BizLink Holding | NT$2.28k | 3.4% +NT$14.6b | 141.5% | PE46x | |
| 1519 Fortune Electric | NT$723.00 | 1.8% +NT$4.5b | 33.2% | PE52x | |
| 1504 TECO Electric & Machinery | NT$72.10 | 2.1% +NT$3.5b | 6.8% | PE26.1x | |
| 2371 Tatung | NT$27.60 | 4.7% +NT$2.6b | -33.4% | PS1.1x | |
| 8103 CviLux | NT$94.00 | 19.1% +NT$1.2b | 51.0% | PE16.4x |