ChipMOS TECHNOLOGIES Zukünftiges Wachstum
Future Kriterienprüfungen 3/6
ChipMOS TECHNOLOGIES wird ein jährliches Gewinn- und Umsatzwachstum von 44.8% bzw. 11.1% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 44.6% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 13.4% betragen.
Wichtige Informationen
44.8%
Wachstumsrate der Gewinne
44.64%
EPS-Wachstumsrate
| Semiconductor Gewinnwachstum | 25.7% |
| Wachstumsrate der Einnahmen | 11.1% |
| Zukünftige Eigenkapitalrendite | 13.39% |
| Analystenabdeckung | Low |
| Zuletzt aktualisiert | 18 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Narrativ-Update • May 11
8150: Future Returns Will Depend On Unchanged Fair Value And Elevated Risk Premium
Analysts have kept their fair value estimate for ChipMOS TECHNOLOGIES steady at NT$77.67, noting that small tweaks in assumptions, such as a slightly higher discount rate and a modestly higher future P/E multiple, are the key drivers behind the unchanged price target. What's in the News Board meeting scheduled for May 12, 2026, with the agenda to approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for the first quarter of 2026 (Key Developments).Narrativ-Update • Apr 27
8150: Future Returns Will Rely On Stable Margins And Consistent Earnings Multiple Potential
Analysts have kept their NT$77.67 price target for ChipMOS TECHNOLOGIES broadly steady, with only slight tweaks to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions shaping this updated view. What's in the News A board meeting is scheduled for Feb 24, 2026, to review and approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for 2025, along with other agenda items (Key Developments).Narrativ-Update • Apr 09
8150: Future Returns Will Rely On Stable Margins And Earnings Multiple Expansion Potential
Analysts kept their NT$77.67 price target for ChipMOS TECHNOLOGIES unchanged, citing stable assumptions around the discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their current valuation view. What's in the News A board meeting is scheduled for Feb 24, 2026, to consider and approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for 2025, along with other unspecified matters (Key Developments).Narrativ-Update • Mar 26
8150: Future Returns Will Rely On Stable Margins And P/E Re-Rating Potential
Analysts have maintained their NT$77.67 price target on ChipMOS TECHNOLOGIES, supported by steady assumptions for revenue growth, profit margin, discount rate, and future P/E, which together indicate a consistent view of the company’s valuation inputs. What's in the News Board meeting scheduled for Feb 24, 2026, to review and approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for 2025 (Key Developments).Narrativ-Update • Mar 10
8150: Future Returns Will Rely On Higher P/E Expectations Overhang
Analysts have raised their price target on ChipMOS TECHNOLOGIES from about NT$49 to roughly NT$78, citing updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E levels. What's in the News Upcoming board meeting on February 24, 2026 to review and approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for 2025 and address other matters, which may include items relevant to shareholders such as dividend decisions or capital plans (Company board filing).Narrativ-Update • Feb 23
8150: Future Returns Will Rely On Buybacks And Managing Wastewater Compliance Risks
Analysts are maintaining their fair value estimate for ChipMOS TECHNOLOGIES at NT$49.0, with only a slight adjustment to key inputs such as the discount rate and future P/E assumptions to better reflect their current view of the stock's risk and earnings profile. What's in the News Board meeting scheduled for February 24, 2026, with plans to review and approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for 2025 and address other matters on the agenda (company announcement).Narrativ-Update • Feb 09
8150: Future Returns Will Rely On Buybacks After Wastewater Compliance Setback
Narrative Update Overview Analysts have maintained their fair value estimate for ChipMOS TECHNOLOGIES at $49.0, with only slight model tweaks to the discount rate and future P/E assumptions. This reflects a largely unchanged view of the company’s risk profile and earnings potential.Narrativ-Update • Jan 25
8150: Future Earnings Will Rely On Buybacks After Environmental Compliance Risk
Analysts kept their fair value estimate for ChipMOS TECHNOLOGIES steady at US$49.00, citing only minor model tweaks to the discount rate, long term revenue growth, profit margin assumptions and future P/E that were not large enough to shift their target price. What's in the News Regulators fined ChipMOS TECHNOLOGIES TWD 2,058,000 after effluent testing at the Zhubei fab on June 19, 2025 found boron levels above the discharge standard, and required 2 hours of environmental education for the company (Regulatory filing).Narrativ-Update • Jan 10
8150: Future Earnings Will Depend On Buybacks After Environmental Penalty
Analysts kept their fair value estimate for ChipMOS TECHNOLOGIES steady at US$49.00, with updated assumptions around discount rate, revenue growth, profit margin and future P/E helping to support this unchanged target. What's in the News Regulators in HsinChu County fined ChipMOS TECHNOLOGIES TWD 2,058,000 after boron levels in effluent from the Zhubei fab on June 19, 2025 exceeded discharge standards under the Water Pollution Control Act, and the company is also required to attend 2 hours of environmental education (regulatory filing).Narrativ-Update • Dec 25
8150: Future Earnings Stability Will Rely On Buybacks Amid Environmental Fine
Analysts have modestly reiterated their conviction in ChipMOS TECHNOLOGIES by maintaining the price target at 49.00. This reflects continued confidence in the companys stable fair value, discount rate, revenue growth outlook, profit margin expectations, and attractive future P E multiple.Narrativ-Update • Dec 10
8150: Share Buyback And Capital Reduction Will Support Earnings Stability
Analysts have modestly revised their price target on ChipMOS TECHNOLOGIES to $49.00, reflecting continued confidence in its stable fair value outlook, supported by steady revenue growth expectations, resilient profit margins, and an undemanding future P/E multiple. What's in the News Board meeting scheduled for November 11, 2025, to approve ChipMOS TECHNOLOGIES' consolidated financial statements for the third quarter of 2025.Narrativ-Update • Nov 26
8150: Share Repurchase Will Drive Earnings As Margins Remain Strong
Analysts have maintained their price target on ChipMOS TECHNOLOGIES at $49.00. This reflects unchanged expectations as key forecast metrics remain stable.Narrativ-Update • Nov 12
8150: Share Buyback Completion And Margin Surge Will Drive Earnings Higher
Analysts have significantly raised their price target for ChipMOS TECHNOLOGIES from $36.00 to $49.00. They cite stronger profit margins and a marked acceleration in expected revenue growth as key reasons for the valuation upgrade.Narrativ-Update • Sep 06
Rising Memory Demand Will Shape Semiconductor Packaging Markets
With both revenue growth and future P/E estimates remaining steady, analysts see limited change in ChipMOS TECHNOLOGIES’ outlook, leaving the consensus price target unchanged at NT$36.00. What's in the News Board of Directors authorized a new share buyback plan.
Neues Narrativ • Mar 02
Rebounding NAND Flash And DRAM Demand Will Improve Future Market Position
Strategic focus on improving utilization rates and conservative CapEx aligns investments with demand, potentially boosting margins and earnings.Analyseartikel • Nov 12
ChipMOS TECHNOLOGIES' (TWSE:8150) Solid Earnings May Rest On Weak Foundations
The stock price didn't jump after ChipMOS TECHNOLOGIES INC. ( TWSE:8150 ) posted decent earnings last week. We did some...Analyseartikel • Sep 10
ChipMOS TECHNOLOGIES' (TWSE:8150) Returns On Capital Not Reflecting Well On The Business
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Analyseartikel • Aug 15
Earnings Miss: ChipMOS TECHNOLOGIES INC. Missed EPS By 22% And Analysts Are Revising Their Forecasts
Last week saw the newest quarterly earnings release from ChipMOS TECHNOLOGIES INC. ( TWSE:8150 ), an important...Analyseartikel • Jul 22
ChipMOS TECHNOLOGIES INC.'s (TWSE:8150) Shares Not Telling The Full Story
With a price-to-earnings (or "P/E") ratio of 13.8x ChipMOS TECHNOLOGIES INC. ( TWSE:8150 ) may be sending bullish...Analyseartikel • Jun 13
ChipMOS TECHNOLOGIES' (TWSE:8150) Dividend Is Being Reduced To NT$1.80
ChipMOS TECHNOLOGIES INC. ( TWSE:8150 ) has announced that on 19th of July, it will be paying a dividend ofNT$1.80...Analyseartikel • Apr 19
Capital Allocation Trends At ChipMOS TECHNOLOGIES (TWSE:8150) Aren't Ideal
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 34,457 | 4,398 | N/A | N/A | 1 |
| 12/31/2027 | 33,319 | 4,263 | N/A | N/A | 2 |
| 12/31/2026 | 30,687 | 3,014 | -600 | 5,900 | 2 |
| 3/31/2026 | 25,336 | 824 | -252 | 3,275 | N/A |
| 12/31/2025 | 23,933 | 495 | 145 | 3,996 | N/A |
| 9/30/2025 | 22,811 | 228 | -85 | 4,198 | N/A |
| 6/30/2025 | 22,736 | 175 | -727 | 4,553 | N/A |
| 3/31/2025 | 22,810 | 1,159 | -192 | 5,355 | N/A |
| 12/31/2024 | 22,696 | 1,420 | 859 | 5,941 | N/A |
| 9/30/2024 | 23,022 | 1,670 | 1,609 | 6,064 | N/A |
| 6/30/2024 | 22,535 | 1,951 | 2,165 | 5,645 | N/A |
| 3/31/2024 | 22,170 | 2,129 | 3,266 | 6,470 | N/A |
| 12/31/2023 | 21,356 | 1,893 | 3,534 | 6,607 | N/A |
| 9/30/2023 | 20,317 | 1,566 | 2,441 | 5,788 | N/A |
| 6/30/2023 | 19,989 | 1,658 | 3,387 | 6,449 | N/A |
| 3/31/2023 | 21,397 | 2,350 | 3,302 | 7,148 | N/A |
| 12/31/2022 | 23,517 | 3,372 | 3,917 | 8,616 | N/A |
| 9/30/2022 | 25,622 | 4,513 | 3,837 | 9,197 | N/A |
| 6/30/2022 | 27,529 | 5,240 | 3,015 | 9,055 | N/A |
| 3/31/2022 | 27,660 | 5,203 | 2,181 | 8,538 | N/A |
| 12/31/2021 | 27,400 | 4,937 | 1,438 | 7,320 | N/A |
| 9/30/2021 | 26,919 | 4,328 | 1,983 | 7,231 | N/A |
| 6/30/2021 | 25,444 | 3,353 | 2,072 | 6,881 | N/A |
| 3/31/2021 | 23,890 | 2,614 | 3,324 | 7,230 | N/A |
| 12/31/2020 | 23,011 | 2,379 | 1,979 | 5,940 | N/A |
| 9/30/2020 | 22,273 | 2,211 | 1,542 | 6,200 | N/A |
| 6/30/2020 | 21,985 | 2,374 | 1,098 | 6,330 | N/A |
| 3/31/2020 | 21,463 | 3,103 | -499 | 5,021 | N/A |
| 12/31/2019 | 20,338 | 2,584 | N/A | 5,993 | N/A |
| 9/30/2019 | 19,739 | 2,794 | N/A | 5,259 | N/A |
| 6/30/2019 | 19,345 | 2,647 | N/A | 5,086 | N/A |
| 3/31/2019 | 18,931 | 1,497 | N/A | 5,074 | N/A |
| 12/31/2018 | 18,480 | 1,326 | N/A | 4,129 | N/A |
| 9/30/2018 | 17,916 | 519 | N/A | 3,384 | N/A |
| 6/30/2018 | 17,342 | 307 | N/A | 2,567 | N/A |
| 3/31/2018 | 17,392 | 504 | N/A | 3,056 | N/A |
| 12/31/2017 | 17,941 | 982 | N/A | 4,157 | N/A |
| 9/30/2017 | 18,200 | 1,859 | N/A | 4,750 | N/A |
| 6/30/2017 | 18,538 | 1,975 | N/A | 4,876 | N/A |
| 3/31/2017 | 18,500 | 1,996 | N/A | 4,293 | N/A |
| 12/31/2016 | 18,388 | 1,829 | N/A | 3,688 | N/A |
| 9/30/2016 | 17,443 | 1,391 | N/A | 3,749 | N/A |
| 6/30/2016 | 17,501 | 1,632 | N/A | 4,323 | N/A |
| 3/31/2016 | 18,066 | 1,792 | N/A | 4,545 | N/A |
| 12/31/2015 | 18,837 | 2,165 | N/A | 5,396 | N/A |
| 9/30/2015 | 20,911 | 2,702 | N/A | 6,034 | N/A |
| 6/30/2015 | 21,890 | 3,184 | N/A | 6,268 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: 8150Das prognostizierte Gewinnwachstum (44.8% pro Jahr) liegt über der Sparquote (1.3%).
Ertrag vs. Markt: 8150Die Erträge des Unternehmens (44.8% pro Jahr) werden voraussichtlich schneller wachsen als der Markt TW (26.1% pro Jahr).
Hohe Wachstumserträge: 8150Es wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.
Einnahmen vs. Markt: 8150Die Einnahmen des Unternehmens (11.1% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt TW (18.6% pro Jahr).
Hohe Wachstumseinnahmen: 8150Die Einnahmen des Unternehmens (11.1% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: 8150Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (13.4%).
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/21 09:35 |
| Aktienkurs zum Tagesende | 2026/05/21 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
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| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
ChipMOS TECHNOLOGIES INC. wird von 11 Analysten beobachtet. 2 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| null null | Capital Securities Corporation |
| Richard Shannon | Craig-Hallum Capital Group LLC |
| Zhixuan Hsu | KGI Securities Co. Ltd. |