Narrative Update • Apr 27

Over the last 7 days, the Electrical Components industry has risen 3.8%, driven by gains in Advanced Energy Solution Holding and Walsin Lihwa of 16% and 11%, respectively. In the last 12 months, the industry was up 55%. Looking forward, earnings are forecast to grow by 32% annually.
Has the Taiwanese Electrical Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 12 May 2026 | NT$2.0t | NT$753.7b | NT$36.3b | 25.5x | 54.4x | 2.6x |
| Thu, 09 Apr 2026 | NT$1.6t | NT$757.3b | NT$33.9b | 26.6x | 48.5x | 2.2x |
| Sat, 07 Mar 2026 | NT$1.7t | NT$746.3b | NT$53.5b | 22.7x | 31.6x | 2.3x |
| Mon, 02 Feb 2026 | NT$1.7t | NT$753.9b | NT$52.6b | 22.5x | 32.4x | 2.3x |
| Wed, 31 Dec 2025 | NT$1.6t | NT$753.9b | NT$52.6b | 22.1x | 31.1x | 2.2x |
| Fri, 28 Nov 2025 | NT$1.6t | NT$753.5b | NT$52.5b | 22.2x | 30.5x | 2.1x |
| Sun, 26 Oct 2025 | NT$1.6t | NT$746.4b | NT$54.1b | 24.8x | 28.7x | 2.1x |
| Tue, 23 Sep 2025 | NT$1.4t | NT$746.4b | NT$54.1b | 21.3x | 26.2x | 1.9x |
| Thu, 21 Aug 2025 | NT$1.3t | NT$740.7b | NT$52.8b | 21.9x | 25.1x | 1.8x |
| Sat, 19 Jul 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.2x | 22.1x | 1.7x |
| Mon, 16 Jun 2025 | NT$1.3t | NT$737.5b | NT$57.8b | 18.6x | 22x | 1.7x |
| Wed, 14 May 2025 | NT$1.2t | NT$727.1b | NT$57.1b | 18.3x | 21.3x | 1.7x |
| Fri, 11 Apr 2025 | NT$1.0t | NT$719.3b | NT$58.1b | 17.3x | 17.4x | 1.4x |
| Sun, 09 Mar 2025 | NT$1.3t | NT$712.4b | NT$48.0b | 19.8x | 27.8x | 1.9x |
| Tue, 04 Feb 2025 | NT$1.3t | NT$707.7b | NT$48.6b | 20.3x | 26.7x | 1.8x |
| Thu, 02 Jan 2025 | NT$1.4t | NT$706.9b | NT$48.4b | 21.8x | 27.9x | 1.9x |
| Sat, 30 Nov 2024 | NT$1.4t | NT$706.7b | NT$48.4b | 22.9x | 28x | 1.9x |
| Mon, 28 Oct 2024 | NT$1.3t | NT$696.8b | NT$42.1b | 24.4x | 31.4x | 1.9x |
| Wed, 25 Sep 2024 | NT$1.4t | NT$696.8b | NT$42.1b | 24.5x | 32.8x | 2x |
| Fri, 23 Aug 2024 | NT$1.4t | NT$697.7b | NT$41.5b | 24.7x | 32.6x | 1.9x |
| Sun, 21 Jul 2024 | NT$1.4t | NT$691.6b | NT$39.7b | 29.9x | 36.5x | 2.1x |
| Tue, 18 Jun 2024 | NT$1.5t | NT$687.4b | NT$39.3b | 29.4x | 37.2x | 2.1x |
| Thu, 16 May 2024 | NT$1.4t | NT$688.8b | NT$39.0b | 25.9x | 34.7x | 2x |
| Sat, 13 Apr 2024 | NT$1.5t | NT$697.5b | NT$41.7b | 25.1x | 34.9x | 2.1x |
| Mon, 11 Mar 2024 | NT$1.2t | NT$698.5b | NT$41.5b | 19.2x | 29.1x | 1.7x |
| Wed, 07 Feb 2024 | NT$1.1t | NT$701.4b | NT$42.0b | 19x | 27x | 1.6x |
| Fri, 05 Jan 2024 | NT$1.1t | NT$703.6b | NT$41.9b | 18.8x | 27x | 1.6x |
| Sun, 03 Dec 2023 | NT$1.1t | NT$704.4b | NT$42.0b | 18.8x | 26.6x | 1.6x |
| Tue, 31 Oct 2023 | NT$1.0t | NT$703.4b | NT$59.8b | 15.9x | 17x | 1.4x |
| Thu, 28 Sep 2023 | NT$1.1t | NT$703.5b | NT$59.8b | 16.9x | 18.4x | 1.6x |
| Sat, 26 Aug 2023 | NT$1.1t | NT$706.0b | NT$61.0b | 16.8x | 18.1x | 1.6x |
| Mon, 24 Jul 2023 | NT$1.1t | NT$712.0b | NT$64.2b | 16.3x | 17.7x | 1.6x |
| Wed, 21 Jun 2023 | NT$1.2t | NT$712.1b | NT$64.2b | 16.6x | 18.2x | 1.6x |
| Fri, 19 May 2023 | NT$1.0t | NT$709.9b | NT$64.9b | 14.8x | 16.1x | 1.5x |
16.1x
How does Taiwanese Electrical Components compare with similar industries?
| TW Market | 6.70% | |
| Industrials | 2.33% | |
| Electrical | 3.97% | |
| Electrical Components | 3.83% | |
| Heavy Electrical Equipment | 5.34% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6781 Advanced Energy Solution Holding | NT$1.32k | 16.3% +NT$15.8b | 37.2% | PE34.6x | |
| 1605 Walsin Lihwa | NT$35.00 | 10.4% +NT$14.6b | 59.1% | PE25.5x | |
| 1504 TECO Electric & Machinery | NT$72.60 | 5.8% +NT$9.4b | 39.3% | PE32.5x | |
| 6282 AcBel Polytech | NT$55.40 | 13.2% +NT$5.5b | 103.7% | PE323x | |
| 1609 Ta Ya Electric Wire & Cable | NT$36.35 | 9.5% +NT$2.5b | -1.5% | PE22.1x |