Yageo Corporation

Informe acción TWSE:2327

Capitalización de mercado: NT$1.5t

Yageo Dirección

Dirección controles de criterios 3/4

Actualmente no disponemos de información suficiente sobre el CEO.

Información clave

David Wang

Chief Executive Officer (CEO)

NT$146.9m

Compensación total

Porcentaje del salario del CEO98.56%
Permanencia del CEO3.7yrs
Participación del CEOn/a
Permanencia media de la dirección4.8yrs
Promedio de permanencia en la Junta Directiva7.9yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 26

2327: Future Pricing Will Depend On Richer P E And Softer Margins

Analysts have lifted their price target on Yageo from NT$373.50 to NT$437.25, citing updated assumptions that include revised discount rates, revenue growth expectations, profit margins, and a higher future P/E estimate. Valuation Changes Fair Value: Updated from NT$373.50 to NT$437.25, reflecting a higher assessed value per share.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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).
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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).
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
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Nueva narrativa 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.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de David Wang en comparación con los beneficios de Yageo?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

NT$26b

Dec 31 2025n/an/a

NT$24b

Sep 30 2025n/an/a

NT$21b

Jun 30 2025n/an/a

NT$20b

Mar 31 2025n/an/a

NT$20b

Dec 31 2024NT$147mNT$145m

NT$19b

Sep 30 2024n/an/a

NT$20b

Jun 30 2024n/an/a

NT$20b

Mar 31 2024n/an/a

NT$18b

Dec 31 2023NT$142mNT$140m

NT$17b

Sep 30 2023n/an/a

NT$17b

Jun 30 2023n/an/a

NT$18b

Mar 31 2023n/an/a

NT$21b

Dec 31 2022NT$62mNT$59m

NT$23b

Sep 30 2022n/an/a

NT$23b

Jun 30 2022n/an/a

NT$24b

Mar 31 2022n/an/a

NT$24b

Dec 31 2021NT$52mNT$48m

NT$23b

Sep 30 2021n/an/a

NT$22b

Jun 30 2021n/an/a

NT$18b

Mar 31 2021n/an/a

NT$15b

Dec 31 2020n/an/a

NT$12b

Sep 30 2020n/an/a

NT$9b

Jun 30 2020n/an/a

NT$9b

Mar 31 2020n/an/a

NT$7b

Dec 31 2019NT$16mNT$12m

NT$7b

Compensación vs. Mercado: La compensación total de David($USD4.67M) está por encima de la media de empresas de tamaño similar en el mercado TW ($USD506.27K).

Compensación vs. Ingresos: La compensación de David ha sido consistente con los resultados de la empresa en el último año.


CEO

David Wang

3.7yrs
Permanencia
NT$146,852,000
Compensación

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...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Tie-Min Chen
Founder & Chairman of the Board32.9yrsNT$62.74m0.032%
NT$ 488.7m
Deng-Rue Wang
CEO & Director3.7yrsNT$146.85msin datos
Gavin Zhong
Chief Financial Officerless than a yearsin datossin datos
Eddie Y.S. Chen
Chief Operating Officerless than a yearsin datossin datos
Wenxiang Yang
Deputy Spokesperson4.8yrssin datos0.000060%
NT$ 910.6k
Chris Y.C. Yang
VP & Chief Information Officerno datasin datossin datos
Susan B. Barkal
Chief Quality & Compliance Officer5.3yrssin datossin datos
Benjamin Kao
Chief Legal Officer1.3yrssin datossin datos
Alison H.Y. Tung
Chief Human Resources Officer5.6yrssin datos0.00050%
NT$ 7.6m
Claudio Lollini
Senior EVP & Head of Global Sales Business Groupno datasin datossin datos
William Malherbe
Senior VP of Pulse & Head of Magnetics PBG5.3yrssin datossin datos
Robert S. Willoughby
Head of Capacitor PBG5.3yrssin datossin datos
4.8yrs
Permanencia media
63yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de 2327 se considera experimentado (4.8 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Tie-Min Chen
Founder & Chairman of the Board32.9yrsNT$62.74m0.032%
NT$ 488.7m
Deng-Rue Wang
CEO & Director6yrsNT$146.85msin datos
Shih-Chien Yang
Director19.9yrsNT$2.30msin datos
Lai-Fu Lin
Independent Director13.9yrsNT$1.17msin datos
Cheng-Ling Lee
Independent Director13.9yrsNT$3.20msin datos
Chin-San Wang
Director13.9yrsNT$2.30msin datos
Yuan Lai
Supervisorno datasin datossin datos
Hsu Tun-Son Lin
Independent Director7.9yrsNT$2.80msin datos
Shu-Chen Tsai
Director2yrssin datos0.0038%
NT$ 57.5m
Ching-Chang Yen
Director4.8yrsNT$5.00msin datos
Shao Chiao Chen
Director1yrsin datossin datos
Chen-I Hsu
Independent Director1yrsin datos0.00037%
NT$ 5.6m
7.9yrs
Permanencia media

Junta con experiencia: La junta directiva de 2327 se considera experimentada (7.9 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/31 00:41
Precio de las acciones al final del día2026/05/29 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Yageo Corporation está cubierta por 18 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Aaron WuBarclays
Robert ChengBofA Global Research
Yijun TuCapital Securities Corporation