Anuncio • Mar 09
Comtrend Corporation, Annual General Meeting, Jun 17, 2026 Comtrend Corporation, Annual General Meeting, Jun 17, 2026. Location: 1 floor no,278, hsin hu 1st rd., neihu district, taipei city Taiwan Reported Earnings • Mar 09
Full year 2025 earnings released: NT$3.09 loss per share (vs NT$7.37 profit in FY 2024) Full year 2025 results: NT$3.09 loss per share (down from NT$7.37 profit in FY 2024). Revenue: NT$819.0m (down 79% from FY 2024). Net loss: NT$204.1m (down 142% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. New Risk • Dec 19
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (NT$1.88b market cap, or US$59.7m). Reported Earnings • Nov 08
Third quarter 2025 earnings released: NT$0.32 loss per share (vs NT$4.59 profit in 3Q 2024) Third quarter 2025 results: NT$0.32 loss per share (down from NT$4.59 profit in 3Q 2024). Revenue: NT$123.5m (down 92% from 3Q 2024). Net loss: NT$21.1m (down 107% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Oct 30
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to NT$37.35, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 23x in the Communications industry in Taiwan. Total returns to shareholders of 73% over the past three years. Upcoming Dividend • Aug 18
Upcoming dividend of NT$1.25 per share Eligible shareholders must have bought the stock before 25 August 2025. Payment date: 25 September 2025. The company last paid an ordinary dividend in April 2019. The average dividend yield among industry peers is 1.8%. Valuation Update With 7 Day Price Move • Aug 15
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to NT$48.60, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 27x in the Communications industry in Taiwan. Total returns to shareholders of 100% over the past three years. Anuncio • Jun 13
Comtrend Showcases G.hn Coax DPU Solution at Broadband Communities Summit Comtrend will showcase its latest G.hn-based DPU solution at the Broadband Communities Summit, June 23-24, 2025, in Houston, TX. The solution delivers gigabit broadband over existing coax infrastructure, enabling faster installs, lower costs, and higher margins--making it an ideal choice for service providers, VARs, and system integrators looking to expand into MDU markets with minimal complexity and maximum return. Many MDUs--especially brownfield properties-- have been overlooked due to the high cost and complexity of service upgrades. Comtrend's DPU solution flips the model, delivering gigabit speeds over existing coax--no trenching, no rewiring, no delays, and limited occupant disruption. Whether serving a single building or larger-scale deployments, this solution brings flexibility, speed, and profitability to MDU broadband deployments. Built for Real-World Scen scenarios: Outgrowing DSL: When outdated technology can't keep up, Comtrend's DPU offers a better path forward. Bring fiber to the building, then use existing coax to deliver high-speed broadband--without the cost and disruption of rewiring every unit. Underperforming Head-End Solutions: Tired of quality issues? This DPU solution now offers a reliable, cost-effective upgrade that's easy to deploy--and built to perform. Comtrend turns previously hard-to-serve MDUs into high-margin opportunities. The DPU solution is easy to deploy and designed to deliver strong ROI. By leveraging coax that's already in the wiring, partners can turn around installs in days--not weeks. Key benefits: Faster time-to-market; No need to rewire; Minimal technical overhead; Immediate revenue from properties once considered too costly to upgrade. Reported Earnings • May 09
First quarter 2025 earnings released: NT$0.12 loss per share (vs NT$2.32 loss in 1Q 2024) First quarter 2025 results: NT$0.12 loss per share (improved from NT$2.32 loss in 1Q 2024). Revenue: NT$383.0m (up 35% from 1Q 2024). Net loss: NT$7.30m (loss narrowed 95% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Apr 29
Investor sentiment improves as stock rises 30% After last week's 30% share price gain to NT$67.40, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 25x in the Communications industry in Taiwan. Total returns to shareholders of 210% over the past three years. Valuation Update With 7 Day Price Move • Apr 15
Investor sentiment improves as stock rises 33% After last week's 33% share price gain to NT$59.80, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 23x in the Communications industry in Taiwan. Total returns to shareholders of 157% over the past three years. New Risk • Mar 31
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: NT$3.24b (US$97.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 25% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (NT$3.24b market cap, or US$97.4m). Anuncio • Mar 21
Comtrend Corporation, Annual General Meeting, Jun 20, 2025 Comtrend Corporation, Annual General Meeting, Jun 20, 2025, at 09:00 Taipei Standard Time. Location: 1 floor no,278, hsin hu 1st rd., neihu district, taipei city Taiwan Reported Earnings • Mar 14
Full year 2024 earnings released: EPS: NT$16.58 (vs NT$5.90 loss in FY 2023) Full year 2024 results: EPS: NT$16.58 (up from NT$5.90 loss in FY 2023). Revenue: NT$7.89b (up NT$7.00b from FY 2023). Net income: NT$972.3m (up NT$1.32b from FY 2023). Profit margin: 12% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Dec 11
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to NT$82.20, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 32x in the Communications industry in Taiwan. Total returns to shareholders of 186% over the past three years. Reported Earnings • Nov 18
Third quarter 2024 earnings released: EPS: NT$5.17 (vs NT$0.64 loss in 3Q 2023) Third quarter 2024 results: EPS: NT$5.17 (up from NT$0.64 loss in 3Q 2023). Revenue: NT$1.45b (up 418% from 3Q 2023). Net income: NT$303.0m (up NT$340.5m from 3Q 2023). Profit margin: 21% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 60% per year, which means it is well ahead of earnings. Reported Earnings • Aug 17
Second quarter 2024 earnings released: EPS: NT$4.67 (vs NT$1.53 loss in 2Q 2023) Second quarter 2024 results: EPS: NT$4.67 (up from NT$1.53 loss in 2Q 2023). Revenue: NT$1.38b (up 476% from 2Q 2023). Net income: NT$274.0m (up NT$363.7m from 2Q 2023). Profit margin: 20% (up from net loss in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 168 percentage points per year, which is a significant difference in performance. Reported Earnings • May 13
First quarter 2024 earnings released: NT$2.32 loss per share (vs NT$1.82 loss in 1Q 2023) First quarter 2024 results: NT$2.32 loss per share (further deteriorated from NT$1.82 loss in 1Q 2023). Revenue: NT$283.3m (up 45% from 1Q 2023). Net loss: NT$136.1m (loss widened 27% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 173 percentage points per year, which is a significant difference in performance. Reported Earnings • Mar 22
Full year 2023 earnings released: NT$5.90 loss per share (vs NT$0.16 profit in FY 2022) Full year 2023 results: NT$5.90 loss per share (down from NT$0.16 profit in FY 2022). Revenue: NT$888.7m (down 54% from FY 2022). Net loss: NT$345.8m (down NT$355.1m from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 147 percentage points per year, which is a significant difference in performance. Anuncio • Mar 14
Comtrend Corporation, Annual General Meeting, Jun 12, 2024 Comtrend Corporation, Annual General Meeting, Jun 12, 2024. New Risk • Nov 22
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 63% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (5.6% average weekly change). Market cap is less than US$100m (NT$1.72b market cap, or US$54.8m). Reported Earnings • Aug 10
Second quarter 2023 earnings released: NT$1.53 loss per share (vs NT$0.28 loss in 2Q 2022) Second quarter 2023 results: NT$1.53 loss per share (further deteriorated from NT$0.28 loss in 2Q 2022). Revenue: NT$240.3m (down 42% from 2Q 2022). Net loss: NT$89.7m (loss widened 448% from 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance. Upcoming Dividend • Jun 28
Upcoming dividend of NT$0.70 per share at 3.3% yield Eligible shareholders must have bought the stock before 05 July 2023. Payment date: 04 August 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (3.4%). Reported Earnings • Mar 15
Full year 2022 earnings released: EPS: NT$0.16 (vs NT$0.46 loss in FY 2021) Full year 2022 results: EPS: NT$0.16 (up from NT$0.46 loss in FY 2021). Revenue: NT$1.92b (up 16% from FY 2021). Net income: NT$9.27m (up NT$35.4m from FY 2021). Profit margin: 0.5% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 10
Second quarter 2022 earnings released: NT$0.28 loss per share (vs NT$0.012 profit in 2Q 2021) Second quarter 2022 results: NT$0.28 loss per share (down from NT$0.012 profit in 2Q 2021). Revenue: NT$410.8m (flat on 2Q 2021). Net loss: NT$16.4m (down NT$17.0m from profit in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance. Upcoming Dividend • Jul 07
Upcoming dividend of NT$0.99 per share Eligible shareholders must have bought the stock before 14 July 2022. Payment date: 19 August 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.6%. Lower than top quartile of Taiwanese dividend payers (6.8%). Higher than average of industry peers (3.5%). Reported Earnings • May 10
First quarter 2022 earnings released: EPS: NT$0.09 (vs NT$0.18 loss in 1Q 2021) First quarter 2022 results: EPS: NT$0.09 (up from NT$0.18 loss in 1Q 2021). Revenue: NT$474.4m (up 37% from 1Q 2021). Net income: NT$5.13m (up NT$15.3m from 1Q 2021). Profit margin: 1.1% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Reported Earnings • Mar 13
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: NT$0.46 loss per share (down from NT$3.96 profit in FY 2020). Revenue: NT$1.66b (down 36% from FY 2020). Net loss: NT$26.1m (down 113% from profit in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings. Reported Earnings • Nov 10
Third quarter 2021 earnings released: EPS NT$0.06 (vs NT$1.36 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$394.6m (down 48% from 3Q 2020). Net income: NT$3.36m (down 95% from 3Q 2020). Profit margin: 0.9% (down from 9.0% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Oct 26
Investor sentiment improved over the past week After last week's 22% share price gain to NT$29.25, the stock trades at a trailing P/E ratio of 20.2x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total loss to shareholders of 18% over the past three years. Reported Earnings • Aug 13
Second quarter 2021 earnings released: EPS NT$0.01 (vs NT$1.27 in 2Q 2020) The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$412.1m (down 43% from 2Q 2020). Net income: NT$666.0k (down 99% from 2Q 2020). Profit margin: 0.2% (down from 8.7% in 2Q 2020). The decrease in margin was driven by lower revenue. Upcoming Dividend • Aug 09
Upcoming dividend of NT$1.99 per share Eligible shareholders must have bought the stock before 16 August 2021. Payment date: 17 September 2021. Trailing yield: 6.6%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.9%). Reported Earnings • May 13
First quarter 2021 earnings released: NT$0.18 loss per share (vs NT$0.99 profit in 1Q 2020) The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: NT$347.6m (down 45% from 1Q 2020). Net loss: NT$10.2m (down 121% from profit in 1Q 2020). Reported Earnings • Mar 24
Full year 2020 earnings released: EPS NT$4.08 (vs NT$3.29 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$2.62b (up 6.8% from FY 2019). Net income: NT$203.5m (up 27% from FY 2019). Profit margin: 7.8% (up from 6.5% in FY 2019). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Mar 17
Investor sentiment improved over the past week After last week's 23% share price gain to NT$47.80, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 23x in the Communications industry in Taiwan. Total returns to shareholders of 157% over the past year. Anuncio • Mar 14
Comtrend Corporation, Annual General Meeting, Jun 10, 2021 Comtrend Corporation, Annual General Meeting, Jun 10, 2021. Is New 90 Day High Low • Jan 29
New 90-day low: NT$39.10 The company is down 23% from its price of NT$50.60 on 30 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 21% over the same period. Is New 90 Day High Low • Jan 06
New 90-day low: NT$46.05 The company is down 22% from its price of NT$59.30 on 08 October 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 25% over the same period. Is New 90 Day High Low • Dec 22
New 90-day low: NT$50.10 The company is down 28% from its price of NT$70.00 on 24 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 19% over the same period. Valuation Update With 7 Day Price Move • Nov 27
Market bids up stock over the past week After last week's 15% share price gain to NT$61.40, the stock is trading at a trailing P/E ratio of 12x, up from the previous P/E ratio of 10.4x. This compares to an average P/E of 23x in the Communications industry in Taiwan. Total returns to shareholders over the past year are 109%. Reported Earnings • Nov 15
Third quarter 2020 earnings released: EPS NT$1.36 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$758.2m (up 31% from 3Q 2019). Net income: NT$68.4m (up 56% from 3Q 2019). Profit margin: 9.0% (up from 7.5% in 3Q 2019). The increase in margin was driven by higher revenue. Is New 90 Day High Low • Oct 19
New 90-day low: NT$50.50 The company is down 3.0% from its price of NT$52.00 on 21 July 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 1.0% over the same period. Anuncio • Sep 19
Comtrend Corporation has completed a Follow-on Equity Offering in the amount of TWD 322.4565 million. Comtrend Corporation has completed a Follow-on Equity Offering in the amount of TWD 322.4565 million.
Security Name: Shares
Security Type: Common Stock
Securities Offered: 4,425,000
Price\Range: TWD 54.98
Security Name: Shares
Security Type: Common Stock
Securities Offered: 1,750,000
Price\Range: TWD 45.24