GlobalWafers (6488) Aperçu de l'action
GlobalWafers Co. et ses filiales se consacrent à la recherche, à la conception, au développement et à la fabrication de lingots et de plaquettes de semi-conducteurs à Taïwan et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 4/6 |
| Croissance future | 3/6 |
| Performances passées | 4/6 |
| Santé financière | 4/6 |
| Dividendes | 2/6 |
Récompenses
Analyse des risques
6488 Community Fair Values
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Analyst Price Targets
GlobalWafers Co., Ltd. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | NT$941.00 |
| Plus haut sur 52 semaines | NT$1,600.00 |
| Plus bas sur 52 semaines | NT$333.00 |
| Bêta | 2.08 |
| Variation sur 1 mois | -15.98% |
| Variation sur 3 mois | 31.24% |
| Variation sur 1 an | 158.16% |
| Variation sur 3 ans | 107.04% |
| Variation sur 5 ans | 10.84% |
| Évolution depuis l'introduction en bourse | 1,082.16% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Aug 13
6488: Higher Margins And Earnings Multiple Will Drive Stronger Share Upside
Analysts have raised their price target for GlobalWafers from NT$1,341 to NT$1,948, citing updated assumptions for revenue growth, profit margins, and a lower expected future P/E multiple. What’s in the News for GlobalWafers Analysts have updated their target price assumptions for GlobalWafers, reflecting revised views on revenue growth, profit margins, and future P/E levels.
Mise à jour du récit • Jul 30
6488: Higher Margin Outlook And Lower P/E Will Support Future Upside
Analysts have lifted their fair value estimate for GlobalWafers from about NT$613 to around NT$1,033, citing updated assumptions for revenue growth, profit margins, and future P/E levels as key drivers of the higher target. What’s in the News for GlobalWafers No recent GlobalWafers specific news items were identified in the provided sources as of 28 Jul 2026.Recent updates
Mise à jour du récit • Aug 13
6488: Higher Margins And Earnings Multiple Will Drive Stronger Share Upside
Analysts have raised their price target for GlobalWafers from NT$1,341 to NT$1,948, citing updated assumptions for revenue growth, profit margins, and a lower expected future P/E multiple. What’s in the News for GlobalWafers Analysts have updated their target price assumptions for GlobalWafers, reflecting revised views on revenue growth, profit margins, and future P/E levels.Mise à jour du récit • Jul 30
6488: Higher Margin Outlook And Lower P/E Will Support Future Upside
Analysts have lifted their fair value estimate for GlobalWafers from about NT$613 to around NT$1,033, citing updated assumptions for revenue growth, profit margins, and future P/E levels as key drivers of the higher target. What’s in the News for GlobalWafers No recent GlobalWafers specific news items were identified in the provided sources as of 28 Jul 2026.
Mise à jour du récit • Jul 16
6488: Higher Margin Assumptions Will Sustain Concern Over Future Overvaluation
Analysts have raised their price target for GlobalWafers from NT$400 to NT$470, citing updated assumptions that include a lower discount rate, a higher projected profit margin, and a softer expected future P/E multiple. What’s in the News for GlobalWafers No recent GlobalWafers specific news items were provided in the available sources.Mise à jour du récit • Jul 02
6488: Higher Future P/E Will Support Stronger Share Upside
Analysts have reset their fair value estimate for GlobalWafers from roughly NT$901 to about NT$1,341, reflecting updated assumptions on the discount rate, revenue growth, profit margin, and the P/E multiple they apply to the stock. What's in the News No recent GlobalWafers specific news items or key developments were identified in the provided sources.Mise à jour du récit • Jun 18
6488: Higher Margins And Slightly Lower P/E Will Limit Share Upside
Analysts have kept their NT$901 price target on GlobalWafers unchanged, citing only modest refinements to revenue growth, profit margin and forward P/E assumptions rather than a shift in overall valuation. What’s in the News for GlobalWafers No recent GlobalWafers specific news items were provided in the primary news feed.Mise à jour du récit • Jun 04
6488: Higher Margins And Lower P/E Assumptions Will Shape Fair Value
Analysts now see GlobalWafers' fair value at NT$901.00, up from NT$672.75, reflecting updated assumptions for revenue growth, profit margins, discount rate, and a lower future P/E multiple. What's in the News No recent company specific news items, periodical coverage, or key developments were provided in the available sources for GlobalWafers.Mise à jour du récit • May 13
6488: Richer Margin Assumptions And Board Dividend Timing Will Restrain Future Upside
Analysts now see GlobalWafers' fair value at NT$613.38, up from NT$512.08. This reflects updated assumptions for higher revenue growth, a stronger profit margin outlook, a slightly lower discount rate, and a higher future P/E input.Mise à jour du récit • Apr 29
6488: Lower Discount Rate And Dividend Prospects Will Support Stronger Fair Value
Analysts have adjusted their price target on GlobalWafers to reflect updated fair value estimates of around NT$673. This incorporates slightly different assumptions for the discount rate, revenue growth, profit margin, and forward P/E, which now feed into the refreshed view.Mise à jour du récit • Apr 15
6488: Board Dividend Decision And Margin Outlook Will Shape Future Upside
Analysts now set their fair value estimate for GlobalWafers at roughly NT$512 per share, up from about NT$507 previously. The revised figure reflects updated assumptions that combine a slightly higher discount rate with lower revenue growth expectations, an improved profit margin outlook, and a modestly higher future P/E.Mise à jour du récit • Mar 31
6488: Higher Future P/E Assumptions Will Support Stronger Fair Value
Analysts have slightly increased their fair value estimate for GlobalWafers from NT$686.18 to NT$687.02, reflecting updated views on revenue growth, profit margins, and future P/E assumptions. What's in the News A board meeting is scheduled for March 3, 2026, to approve GlobalWafers Co., Ltd.'s 2025 financial results (Key Developments).Mise à jour du récit • Mar 17
6488: Board Dividend Decision And Higher P/E Assumptions Will Support Upside
Analysts have trimmed their price target on GlobalWafers slightly from NT$509.25 to about NT$506.69. This reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions.Mise à jour du récit • Mar 03
6488: Stronger Margins And P/E Outlook Will Support Higher Fair Value
Analysts have nudged their price target on GlobalWafers higher to NT$686 from NT$679, reflecting refreshed assumptions around slightly stronger revenue growth, profit margins and a marginally higher future P/E multiple. Valuation Changes Fair Value: NT$686.18, up slightly from NT$678.87, reflecting modest tweaks to key inputs.Mise à jour du récit • Feb 17
6488: Higher Fair Value And Future P/E Will Support A More Optimistic Outlook
Analysts have raised their price target on GlobalWafers to NT$678.87 from NT$667.31, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair Value: NT$678.87, slightly higher than the prior NT$667.31, reflecting modestly updated assumptions.Mise à jour du récit • Feb 03
6488: Higher Future P/E Assumptions Will Support A More Optimistic Outlook
Analysts have raised their price target on GlobalWafers from NT$488.00 to about NT$667.31. The change is largely tied to updated fair value analysis that reflects a higher assumed future P/E multiple, while projected revenue growth and profit margin inputs have been slightly adjusted.Mise à jour du récit • Jan 19
6488: Modest Assumption Tweaks Will Sustain Cautious Overvaluation Concern
Analysts have kept their price target for GlobalWafers steady at $400.0, citing only modest adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that did not justify a change in headline valuation. What's in the News Board meeting scheduled for November 4, 2025, with an agenda to approve GlobalWafers Co., Ltd.'s financial statements for the third quarter ended September 30, 2025 (Key Developments).Mise à jour du récit • Jan 05
6488: Higher Margins And Board Review Will Support Balanced Medium Term Outlook
Analysts have lifted their price target on GlobalWafers to $400 from about $295, pointing to updated assumptions for revenue growth, profit margins, and a slightly higher future P/E multiple as key drivers of their revised view. What's in the News GlobalWafers has scheduled a board meeting for November 4, 2025, to review and approve its financial statements for the third quarter ended September 30, 2025 (Key Developments).Mise à jour du récit • Dec 17
6488: Stable Margins And Earnings Multiple Will Support Long-Term Upside
Analysts have modestly raised their price target on GlobalWafers, citing a slightly higher assumed discount rate while maintaining essentially unchanged views on long term growth, margins, and valuation multiples. What's in the News Board meeting scheduled for November 4, 2025 to approve financial statements for the third quarter ended September 30, 2025 (company filing) Valuation Changes The fair value estimate remains unchanged at NT$509.25, indicating no revision to the intrinsic value assessment.Mise à jour du récit • Dec 03
6488: Lower Risk Profile Will Support Long-Term Upside Potential
Analysts have nudged their price target for GlobalWafers slightly higher to TWD 509.25, reflecting modestly lower perceived risk and a marginally reduced future valuation multiple, while keeping long term growth and profitability expectations effectively unchanged. What's in the News The board of directors is scheduled to meet on November 4, 2025, to approve financial statements for the third quarter ended September 30, 2025 (company board meeting agenda).Mise à jour du récit • Nov 18
6488: Rising Margins and Revenue Will Support Upside Potential
Analysts have raised their price target for GlobalWafers from $495.46 to $509.25. They cite improved forecasts for revenue growth and profit margins, despite a higher discount rate.Mise à jour du récit • Nov 03
6488: Ongoing Wafer Expansion Will Sustain Momentum With Balanced Prospects Ahead
Analysts have slightly increased their price target for GlobalWafers, raising it by $0.00 to reflect subtle adjustments in the discount rate and other forecast drivers. Valuation Changes Fair Value remained unchanged at NT$495.46.Mise à jour du récit • Oct 20
12-Inch Wafer Expansion Will Fuel Global Semiconductor Momentum
Narrative Update on GlobalWafers: Analyst Price Target Change Analysts have maintained their fair value estimate for GlobalWafers at $495.46. They cite consistency in key financial metrics and market outlook, with only slight refinements in underlying assumptions.Mise à jour du récit • Oct 06
12-Inch Wafer Expansion Will Fuel Global Semiconductor Momentum
Analysts have raised their price target for GlobalWafers from $452.11 to $495.46. They cited improvements in the company's long-term revenue growth outlook and profit margins.Mise à jour du récit • Sep 21
12-Inch Wafer Expansion Will Fuel Global Semiconductor Momentum
The upward revision in GlobalWafers’ analyst price target is supported by higher future P/E and improved revenue growth forecasts, resulting in an increased fair value estimate from NT$405.81 to NT$452.11. Valuation Changes Summary of Valuation Changes for GlobalWafers The Consensus Analyst Price Target has significantly risen from NT$405.81 to NT$452.11.Mise à jour du récit • Sep 06
12-Inch Wafer Expansion Will Fuel Global Semiconductor Momentum
As both the discount rate and future P/E ratio for GlobalWafers remained essentially flat, the consensus analyst price target was unchanged at NT$405.81. Valuation Changes Summary of Valuation Changes for GlobalWafers The Consensus Analyst Price Target remained effectively unchanged, at NT$405.81.
Nouveau récit • Dec 04
Global Expansion And AI Focus Position The Company For Growth Amid Semiconductor Market Recovery
Strategic expansions and government subsidies in key markets are expected to boost revenue, profitability, and improve cash flow.Rendement pour les actionnaires
| 6488 | TW Semiconductor | TW Marché | |
|---|---|---|---|
| 7D | -6.8% | -1.0% | -1.4% |
| 1Y | 158.2% | 127.3% | 87.5% |
Rendement vs Industrie: 6488 a dépassé le secteur TW Semiconductor qui a rapporté 127.3 % au cours de l'année écoulée.
Rendement vs marché: 6488 a dépassé le marché TW qui a rapporté 87.5 % au cours de l'année écoulée.
Volatilité des prix
| 6488 volatility | |
|---|---|
| 6488 Average Weekly Movement | 15.5% |
| Semiconductor Industry Average Movement | 9.9% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in TW Market | 11.8% |
| 10% least volatile stocks in TW Market | 2.7% |
Cours de l'action stable: Le cours de l'action de 6488 a été volatil au cours des 3 derniers mois par rapport au marché TW.
Volatilité au fil du temps: La volatilité hebdomadaire de 6488 ( 16% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de TW.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1981 | n/a | Doris Hsu | www.sas-globalwafers.com |
GlobalWafers Co. et ses filiales se consacrent à la recherche, à la conception, au développement et à la fabrication de lingots et de plaquettes de semi-conducteurs à Taïwan et dans le monde entier. Elle propose des lingots de silicium et des plaquettes recuites, épitaxiées, à diffusion, composées, polies et SOI. L'entreprise a été fondée en 1981 et est basée à Hsinchu City, à Taïwan.
GlobalWafers Co., Ltd. Résumé des fondamentaux
| 6488 statistiques fondamentales | |
|---|---|
| Capitalisation boursière | NT$449.91b |
| Bénéfices(TTM) | NT$9.85b |
| Recettes(TTM) | NT$58.19b |
45.7x
Ratio P/E7.7x
Ratio P/SLe site 6488 est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| 6488 compte de résultat (TTM) | |
|---|---|
| Recettes | NT$58.19b |
| Coût des recettes | NT$45.75b |
| Marge brute | NT$12.44b |
| Autres dépenses | NT$2.59b |
| Les revenus | NT$9.85b |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 20.60 |
| Marge brute | 21.38% |
| Marge bénéficiaire nette | 16.92% |
| Ratio dettes/capitaux propres | 73.9% |
Quelles ont été les performances à long terme de 6488?
Voir les performances historiques et les comparaisonsDividendes
0.8%
Rendement actuel des dividendes28%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/22 22:51 |
| Cours de l'action en fin de journée | 2026/08/21 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
GlobalWafers Co., Ltd. est couverte par 19 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Mike Yang | BofA Global Research |
| null null | Capital Securities Corporation |
| Liyen Chen | Capital Securities Corporation |