ASUSTeK Computer Inc.

Informe acción TWSE:2357

Capitalización de mercado: NT$474.6b

ASUSTeK Computer Dirección

Dirección controles de criterios 2/4

El CEO de ASUSTeK Computer es Samson Hu, nombrado en Jan 2019, tiene una permanencia de 7.33 años. posee directamente un 0.014% de las acciones de la empresa, con un valor de NT$64.26M. La antigüedad media del equipo directivo y de la junta directiva es de 8.7 años y 14.9 años, respectivamente.

Información clave

Samson Hu

Chief Executive Officer (CEO)

n/a

Compensación total

Porcentaje del salario del CEOn/a
Permanencia del CEO7.3yrs
Participación del CEO0.01%
Permanencia media de la dirección8.7yrs
Promedio de permanencia en la Junta Directiva14.9yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización del análisis Apr 22

2357: Edge AI And Copilot Plus PCs Will Drive Future Earnings Power

Analysts have maintained their price target for ASUSTeK Computer at NT$710, citing minor adjustments to discount rate, revenue growth, and profit margin assumptions, along with a slightly higher future P/E estimate that together support keeping their current valuation view. What's in the News ASUS expanded its Zenbook A16 presence with a new 2026 Snapdragon X2 Elite Extreme powered model now available in Canada at an MSRP of C$2,799.
Actualización del análisis Apr 08

2357: AI PC Rollout Will Face Ongoing P/E Compression Risk

Analysts have trimmed their price target on ASUSTeK Computer to NT$450.00. This reflects updated expectations for more moderate revenue growth, slightly stronger profit margins and a lower assumed future P/E multiple.
Actualización del análisis Mar 25

2357: Edge AI And Data Center Expansion Will Underpin Future Earnings Power

Analysts have revised their price target for ASUSTeK Computer to NT$710 from NT$856, reflecting updated assumptions for revenue growth, profit margin and future P/E that collectively suggest a more cautious outlook on the company’s earnings power. What's in the News ASUS is rolling out full compatibility between its industrial motherboards, embedded systems, and rugged edge AI computers and the new Intel Core 200S Series processors, targeting industrial and edge AI use cases with a product roadmap that extends availability to 2035 (Product related announcement).
Actualización del análisis Mar 10

2357: AI PC Expansion Will Face Ongoing Margin And P/E Compression Risks

Analysts have kept their NT$451.77 price target for ASUSTeK Computer broadly unchanged. This reflects only slight tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E that do not materially shift their overall view.
Actualización del análisis Feb 24

2357: AI Hardware Expansion Will Face Ongoing Margin And P/E Compression Risks

Analysts have nudged their price target on ASUSTeK Computer slightly higher to NT$451.77 from NT$451.16, reflecting updated views on revenue growth, profit margin assumptions and future P/E expectations. What's in the News ASUS Zenbook S16 and Zenbook 14, both described as AI powered Copilot+ laptops with AMD Ryzen AI 400 Series processors and up to 50 NPU TOPS, are now open for pre orders in Canada with shipments planned from February 3, 2026, and starting prices of CAD 1,599 for Zenbook 14 and CAD 2,299 for Zenbook S16 (Key Developments).
Actualización del análisis Feb 09

2357: Memory Supercycle Margin Pressure Will Restrain AI Hardware Upside

Narrative Update on ASUSTeK Computer The analyst price target for ASUSTeK Computer has been reduced from NT$625 to NT$500 as analysts factor in higher perceived margin pressure risks for hardware makers in a "tepid" demand backdrop tied to the intensifying "memory supercycle." Analyst Commentary Bearish analysts have taken a more cautious stance on ASUSTeK Computer, signaling that they see a tougher setup for hardware makers as the memory cycle intensifies while demand remains described as tepid. The recent shift in price target from NT$625 to NT$500 and the downgrade to an Underweight rating highlight a reassessment of risks that investors should be aware of.
Actualización del análisis Jan 26

2357: Future Hardware Margin Resilience Will Drive Positive Momentum Through Memory Supercycle

Narrative Update Overview Analysts have reduced their price targets for ASUSTeK Computer, with one reference price moving from NT$625 to NT$500. They are factoring in potential margin pressure for hardware makers in what they describe as a tepid demand backdrop and an intensifying memory supercycle.
Actualización del análisis Jan 12

2357: Memory Supercycle Margin Pressure Will Challenge AI Upside Yet Keep Shares Balanced

Analysts have reduced their price target for ASUSTeK Computer to NT$500 from NT$625, citing growing margin pressure risk for hardware companies as the memory supercycle coincides with what they describe as a tepid demand backdrop. Analyst Commentary Bearish analysts are signaling a more cautious stance on ASUSTeK Computer, pointing to what they see as rising risks that are not fully reflected in the current share price.
Actualización del análisis Dec 27

2357: Memory Supercycle Will Pressure Margins Yet AI Product Push Will Offset Risks

Analysts have lowered their price target on ASUSTeK Computer to NT$500 from NT$625, reflecting rising concern over margin pressure amid an intensifying memory cycle and subdued hardware demand, even as modest improvements in profit margin assumptions support a slightly higher intrinsic value estimate. Analyst Commentary Bearish analysts are signaling a more cautious stance on ASUSTeK Computer, with the latest downgrade accompanied by a cut in the 12 month price target to NT$500 from NT$625.
Actualización del análisis Dec 13

2357: Memory Supercycle And Tariff Risks Will Pressure Margins And Share Price

Analysts have trimmed their price target on ASUSTeK Computer to NT$500 from NT$625, reflecting expectations of heightened margin pressure in a tepid hardware demand environment, despite slightly lower discount rates and stronger projected revenue growth. Analyst Commentary Bearish analysts have underscored that the lower NT$500 price target better reflects rising execution risk in a challenging hardware cycle, with limited room for valuation multiple expansion given intensifying margin pressure.
Actualización del análisis Nov 13

2357: Profit Margin Improvements Will Drive Positive Momentum Despite Tariff Uncertainty

Analyst Price Target Update for ASUSTeK Computer Analysts have raised their fair value estimate for ASUSTeK Computer from NT$717.91 to NT$730.36, citing moderately improved profit margin expectations despite a slightly softer revenue growth outlook. What's in the News The Trump administration is considering tariffs on foreign electronic devices, including those from ASUSTeK, based on the value of chip content in each product.
Actualización del análisis Sep 05

Gaming And AI Trends Will Unlock Future Global Markets

With both the discount rate and future P/E showing only minor changes, ASUSTeK Computer’s consensus analyst price target remains essentially unchanged at NT$717.91. What's in the News ASUS Republic of Gamers (ROG) is leading Intel Gamer Days 2025 with widespread discounts on Intel-powered gaming devices, including those featuring the latest Intel Core Ultra 200 series, and offering a free Battlefield 6 game key with eligible purchases.
User avatar
Nuevo análisis Nov 11

ASUS Innovates In AI-Driven PCs And Gaming Amidst Market Volatility, Driving Growth Prospects

Strategic investments in AI and gaming segments aim to secure competitive advantages, enhance market share, and improve margins with premium pricing.

CEO

Samson Hu

7.3yrs
Permanencia

Mr. Shubin Hu, also known as Samson, has been Co-Chief Executive Officer of ASUSTeK Computer Inc. since January 1, 2019 and also serves as its General Manager. He served as Corporate Vice President of ASUS...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Chongtang Shi
Chairman & Chief Branding Officer33.3yrssin datos4.05%
NT$ 19.2b
Shubin Hu
Co-CEO, GM & Director7.3yrssin datos0.014%
NT$ 64.3m
Xianyue Hsu
Co-CEO, GM & Director7.3yrssin datos0.016%
NT$ 73.7m
Shi Chang Hsu
Vice Chairman & Chief Strategy Officer32.9yrssin datos1.25%
NT$ 5.9b
Nick Wu
Chief Financial Officer10.8yrssin datossin datos
Min-Chieh Hsieh
COO & Director7.3yrssin datos0.00078%
NT$ 3.7m
Chang-jung Wu
Accounting Supervisorno datasin datossin datos
Francy Jeng
Corporate Governance Officer5.5yrssin datossin datos
Yi-Chang Lee
Global Vice Presidentno datasin datos0.00020%
NT$ 949.2k
Wenting Liu
Comptroller10.8yrssin datossin datos
8.7yrs
Permanencia media

Equipo directivo experimentado: El equipo directivo de 2357 es experimentado (8.7 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Chongtang Shi
Chairman & Chief Branding Officer33.3yrssin datos4.05%
NT$ 19.2b
Shubin Hu
Co-CEO, GM & Director13.9yrssin datos0.014%
NT$ 64.3m
Xianyue Hsu
Co-CEO, GM & Director14.9yrssin datos0.016%
NT$ 73.7m
Shi Chang Hsu
Vice Chairman & Chief Strategy Officer32.9yrssin datos1.25%
NT$ 5.9b
Min-Chieh Hsieh
COO & Director14.9yrssin datos0.00078%
NT$ 3.7m
Tze-Kaing Yang
Director9.8yrssin datossin datos
Chiang-Sheng Tsang
Directorno datasin datos0.19%
NT$ 909.4m
Yen-Cheng Chen
Director17.9yrssin datos0.023%
NT$ 108.5m
Ruey-Shan Guo
Independent Directorno datasin datossin datos
Yu-Chia Hsu
Director9.8yrssin datos0.0028%
NT$ 13.4m
Hui-Chin Chou Tseng
Independent Directorno datasin datossin datos
Hsing-Chuan Wei
Directorno datasin datos0.21%
NT$ 1.0b
14.9yrs
Permanencia media

Junta con experiencia: Los miembros de la junta directiva de 2357 son experimentados ( 14.9 años antigüedad media).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 07:34
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2025/12/31
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

ASUSTeK Computer Inc. está cubierta por 28 analistas. 10 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
Yingchao YangBarclays
Alberto MoelBernstein
Robert ChengBofA Global Research