Yageo Management
Management Kriterienprüfungen 3/4
Wir verfügen derzeit nicht über ausreichende Informationen über den CEO.
Wichtige Informationen
David Wang
Geschäftsführender
NT$146.9m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 98.56% |
| Amtszeit als Geschäftsführer | 3.7yrs |
| Eigentum des Geschäftsführers | n/a |
| Durchschnittliche Amtszeit des Managements | 4.8yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 7.9yrs |
Jüngste Management Updates
Recent updates
Narrativ-Update • May 05
2327: Future Pricing Will Reflect Steady Margins And Slightly Higher Required Returns
Analysts have kept their Yageo fair value target steady at NT$373.5, with a slightly higher discount rate and a broadly unchanged long term growth and P/E outlook, resulting in only a minimal change in the overall price target framework. Valuation Changes Fair Value: NT$373.5 is unchanged, keeping the core valuation anchor steady.Narrativ-Update • Apr 20
2327: Future Pricing Will Reflect Stronger Margins And Lower Required Returns
Analysts now set a higher price target for Yageo at NT$373.50, up from NT$331.42, citing updated assumptions for a lower discount rate, slightly different revenue growth expectations, stronger profit margin forecasts, and a reduced forward P/E multiple. Valuation Changes Fair Value: NT$373.50, up from NT$331.42, indicating a higher assessed valuation level.Narrativ-Update • Apr 06
2327: Future Pricing Will Reflect Steady Assumptions And Undervalued Earnings Quality
Analysts have kept their fair value view for Yageo steady at around NT$331.42 per share, with only minor tweaks to the discount rate, revenue growth, profit margin assumptions and future P/E inputs behind the unchanged price target. Valuation Changes Fair Value: NT$331.42 per share remains unchanged, indicating a steady overall valuation view.Narrativ-Update • Mar 22
2327: Future Pricing Will Reflect Improved Earnings Quality Under New Finance Leadership
Analysts have raised their price target on Yageo by NT$5 to reflect updated assumptions for revenue growth, profit margins and a lower discount rate, partly offset by a more conservative future P/E multiple. What's in the News Yageo Corporation plans a CFO transition effective January 1, 2026, with current CFO Eddie Chen moving out of the role and Deputy CFO Gavin Zhong stepping in as the new CFO (Key Developments).Narrativ-Update • Mar 07
2327: Future Pricing Will Reflect Higher Fair Value And Finance Leadership Continuity
Analysts now set their Yageo price target at NT$326.42, up from NT$283.12. This reflects updated assumptions that combine higher projected revenue growth with a slightly lower discount rate and a modestly higher future P/E, partly offset by a more conservative profit margin outlook.Narrativ-Update • Feb 20
2327: Future Pricing Will Reflect Stable Margins And Upcoming Finance Leadership Shift
The analyst price target for Yageo is reaffirmed at NT$283.12, with only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, as analysts fine-tune their models without a material change in their overall valuation view. What's in the News Yageo Corporation has appointed Gavin Zhong as Chief Financial Officer, effective January 1, 2026.Narrativ-Update • Feb 05
2327: Future Pricing Will Depend On Margins And Incoming Finance Leadership
Analysts have nudged their fair value estimate for Yageo higher from about $266.15 to $283.12 per share, citing slightly adjusted assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple to support the new price target. What's in the News Yageo Corporation appointed Gavin Zhong as Chief Financial Officer, effective January 1, 2026, shifting him from his prior role as Deputy CFO (Key Developments).Narrativ-Update • Jan 22
2327: Rich Pricing Will Hinge On Margins And New Finance Leadership
Analysts have nudged their fair value estimate for Yageo from $252.08 to $266.15, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Yageo Corporation appointed Gavin Zhong as CFO, effective January 1, 2026.Narrativ-Update • Jan 07
2327: Stable Outlook Will Rely On Margins And Finance Leadership Transition
Analysts have kept their Yageo fair value estimate broadly stable around $252.08 per share, with only slight adjustments to the discount rate, revenue growth outlook, profit margin assumptions and future P/E. This reflects a largely unchanged view on the stock's long term risk and earnings profile.Narrativ-Update • Dec 15
2327: Future Profit Margins And Market Conditions Will Shape Share Performance
Analysts have nudged their price target on Yageo slightly higher to approximately $252.08 per share, citing marginally lower discount rate assumptions and a nearly unchanged outlook for revenue growth, profit margins, and future valuation multiples. Valuation Changes The fair value estimate remains unchanged at NT$252.08 per share, indicating no material reassessment of intrinsic value.Narrativ-Update • Nov 30
2327: Future Profit Margins And Market Trends Will Influence Share Performance
Analysts have raised their price target for Yageo to $252.08, up from $248.04, citing modest adjustments in discount rate and future price-to-earnings assumptions to reflect improving market conditions. Valuation Changes Fair Value Estimate increased marginally from NT$248.04 to NT$252.08.Narrativ-Update • Nov 16
2327: Future Profitability And Risk Profile Will Shape Share Performance
Analysts have raised their price target for Yageo from $219.75 to $248.04. They cite updated valuations that reflect changes in forecasted growth and profit expectations.Narrativ-Update • Nov 01
2327: Future Earnings Multiple Expansion Will Likely Drive Overvaluation Risk
Analyst Price Target for Yageo Sees Significant Increase Analysts have raised their price target for Yageo from $151.23 to $219.75. They cite improved revenue growth forecasts and higher expected profit margins as key reasons for the upgrade.Narrativ-Update • Oct 17
Global Positioning In AI And EV Markets Will Strengthen Future Prospects
Analysts have maintained their price target for Yageo at $151.23. This reflects continued confidence in the company’s outlook based on stable projections for growth and profitability.Narrativ-Update • Oct 03
Global Positioning In AI And EV Markets Will Strengthen Future Prospects
Analysts have increased their price target for Yageo from $146.73 to $151.23, citing refined fair value estimates along with subtle improvements in discount rate assumptions. Valuation Changes The Fair Value Estimate has increased modestly from NT$146.73 to NT$151.23.Narrativ-Update • Aug 19
Global Positioning In AI And EV Markets Will Strengthen Future Prospects
Yageo’s consensus price target has been sharply revised downward, primarily reflecting a lower future P/E multiple rather than changes in revenue growth expectations, resulting in a new fair value of NT$146.73. What's in the News Shareholders approved amendments to the corporate charter.
Neues Narrativ • Nov 25
Tactical Expansion In AI And EV Markets To Propel Future Growth And Profitability
Yageo's strategic positioning in AI server components and the EV market could drive future revenue growth and diversification.Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | NT$26b |
| Dec 31 2025 | n/a | n/a | NT$24b |
| Sep 30 2025 | n/a | n/a | NT$21b |
| Jun 30 2025 | n/a | n/a | NT$20b |
| Mar 31 2025 | n/a | n/a | NT$20b |
| Dec 31 2024 | NT$147m | NT$145m | NT$19b |
| Sep 30 2024 | n/a | n/a | NT$20b |
| Jun 30 2024 | n/a | n/a | NT$20b |
| Mar 31 2024 | n/a | n/a | NT$18b |
| Dec 31 2023 | NT$142m | NT$140m | NT$17b |
| Sep 30 2023 | n/a | n/a | NT$17b |
| Jun 30 2023 | n/a | n/a | NT$18b |
| Mar 31 2023 | n/a | n/a | NT$21b |
| Dec 31 2022 | NT$62m | NT$59m | NT$23b |
| Sep 30 2022 | n/a | n/a | NT$23b |
| Jun 30 2022 | n/a | n/a | NT$24b |
| Mar 31 2022 | n/a | n/a | NT$24b |
| Dec 31 2021 | NT$52m | NT$48m | NT$23b |
| Sep 30 2021 | n/a | n/a | NT$22b |
| Jun 30 2021 | n/a | n/a | NT$18b |
| Mar 31 2021 | n/a | n/a | NT$15b |
| Dec 31 2020 | n/a | n/a | NT$12b |
| Sep 30 2020 | n/a | n/a | NT$9b |
| Jun 30 2020 | n/a | n/a | NT$9b |
| Mar 31 2020 | n/a | n/a | NT$7b |
| Dec 31 2019 | NT$16m | NT$12m | NT$7b |
Vergütung im Vergleich zum Markt: DavidDie Gesamtvergütung ($USD4.65M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt TW ($USD451.25K).
Entschädigung vs. Einkommen: DavidDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
David Wang
3.7yrs
Amtszeit
NT$146,852,000
Vergütung
Mr. Deng-Rue Wang, also known as David, has been Chief Executive Officer at Yageo Corporation since September 2022 and serves as its Director and was its General Manager since May 4, 2020 and served as its...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Founder & Chairman of the Board | 32.9yrs | NT$62.74m | 0.032% NT$ 344.3m | |
| CEO & Director | 3.7yrs | NT$146.85m | keine Daten | |
| Chief Financial Officer | less than a year | keine Daten | keine Daten | |
| Chief Operating Officer | less than a year | keine Daten | keine Daten | |
| Deputy Spokesperson | 4.8yrs | keine Daten | keine Daten | |
| VP & Chief Information Officer | no data | keine Daten | keine Daten | |
| Chief Quality & Compliance Officer | 5.3yrs | keine Daten | keine Daten | |
| Chief Legal Officer | 1.3yrs | keine Daten | keine Daten | |
| Chief Human Resources Officer | 5.6yrs | keine Daten | 0.00050% NT$ 5.3m | |
| Senior EVP & Head of Global Sales Business Group | no data | keine Daten | keine Daten | |
| Senior VP of Pulse & Head of Magnetics PBG | 5.3yrs | keine Daten | keine Daten | |
| Head of Capacitor PBG | 5.3yrs | keine Daten | keine Daten |
4.8yrs
Durchschnittliche Betriebszugehörigkeit
63yo
Durchschnittliches Alter
Erfahrenes Management: 2327Das Führungsteam des Unternehmens gilt als erfahren (4.8 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Founder & Chairman of the Board | 32.9yrs | NT$62.74m | 0.032% NT$ 344.3m | |
| CEO & Director | 6yrs | NT$146.85m | keine Daten | |
| Director | 19.9yrs | NT$2.30m | keine Daten | |
| Independent Director | 13.9yrs | NT$1.17m | keine Daten | |
| Independent Director | 13.9yrs | NT$3.20m | keine Daten | |
| Director | 13.9yrs | NT$2.30m | keine Daten | |
| Supervisor | no data | keine Daten | keine Daten | |
| Independent Director | 7.9yrs | NT$2.80m | keine Daten | |
| Director | 2yrs | keine Daten | 0.0038% NT$ 40.5m | |
| Director | 4.8yrs | NT$5.00m | keine Daten | |
| Director | 1yr | keine Daten | keine Daten | |
| Independent Director | 1yr | keine Daten | 0.00037% NT$ 4.0m |
7.9yrs
Durchschnittliche Betriebszugehörigkeit
Erfahrener Vorstand: 2327Die Vorstandsmitglieder gelten als erfahren (7.9 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/21 15:36 |
| 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 |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* 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
Yageo Corporation wird von 18 Analysten beobachtet. 11 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 |
|---|---|
| Aaron Wu | Barclays |
| Robert Cheng | BofA Global Research |
| Yijun Tu | Capital Securities Corporation |