Valuation Update With 7 Day Price Move • Jun 08
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €1.18, the stock trades at a trailing P/E ratio of 24.2x. Average trailing P/E is 25x in the Electronic industry in Germany. Total loss to shareholders of 65% over the past three years. Annuncio • Jun 01
UMC Electronics Co., Ltd. to Report Q1, 2027 Results on Aug 06, 2026 UMC Electronics Co., Ltd. announced that they will report Q1, 2027 results at 9:00 AM, Tokyo Standard Time on Aug 06, 2026 Valuation Update With 7 Day Price Move • May 22
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to €1.21, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 29x in the Electronic industry in Germany. Total loss to shareholders of 58% over the past three years. Reported Earnings • May 20
Full year 2026 earnings released: EPS: JP¥10.06 (vs JP¥90.46 loss in FY 2025) Full year 2026 results: EPS: JP¥10.06 (up from JP¥90.46 loss in FY 2025). Revenue: JP¥112.7b (down 15% from FY 2025). Net income: JP¥283.0m (up JP¥2.84b from FY 2025). Profit margin: 0.3% (up from net loss in FY 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance. Annuncio • May 15
UMC Electronics Co., Ltd., Annual General Meeting, Jun 26, 2026 UMC Electronics Co., Ltd., Annual General Meeting, Jun 26, 2026. Annuncio • May 10
UMC Electronics Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026 UMC Electronics Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026 Annuncio • Dec 02
UMC Electronics Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026 UMC Electronics Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026 Annuncio • Sep 01
UMC Electronics Co., Ltd. to Report Q2, 2026 Results on Nov 12, 2025 UMC Electronics Co., Ltd. announced that they will report Q2, 2026 results on Nov 12, 2025 Annuncio • May 31
UMC Electronics Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025 UMC Electronics Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025 Annuncio • May 15
UMC Electronics Co., Ltd., Annual General Meeting, Jun 27, 2025 UMC Electronics Co., Ltd., Annual General Meeting, Jun 27, 2025. Annuncio • Apr 25
Notice Regarding the Filing of Lawsuit Against UMC Electronics Mexico, SA De CV UMC Electronics Co., Ltd. announced that in the "Notice regarding decision from Mexican tax authorities regarding appeal" dated April 15, 2025, UMC Electronics Mexico, SA de CV ("UMC Mexico"), a consolidated subsidiary of UMC, received a ruling ("This Ruling") ordering it to pay MXN 463 million (approximately JPY 3.3 billion) on the same day (Japan time). This Ruling rejects UMC Mexico's claims and is completely unacceptable to the Company. Therefore, in order to reassert the legitimacy of UMC Mexico's claims, the Company resolved at its Board of Directors meeting held on April 24, 2025 file a lawsuit in the Tax Court. On the other hand, in order to avoid additional burdens such as interest, they will provisionally pay MXN 448 million (approximately JPY 3.2 billion), a partial reduction of the award amount, in accordance with Mexican laws and regulations. Annuncio • Mar 01
UMC Electronics Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025 UMC Electronics Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025 Annuncio • Nov 30
UMC Electronics Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025 UMC Electronics Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025 Annuncio • Aug 27
UMC Electronics Co., Ltd. to Report Q2, 2025 Results on Nov 14, 2024 UMC Electronics Co., Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024 Reported Earnings • Aug 15
First quarter 2025 earnings released: EPS: JP¥20.76 (vs JP¥9.41 loss in 1Q 2024) First quarter 2025 results: EPS: JP¥20.76 (up from JP¥9.41 loss in 1Q 2024). Revenue: JP¥33.0b (flat on 1Q 2024). Net income: JP¥587.0m (up JP¥853.0m from 1Q 2024). Profit margin: 1.8% (up from net loss in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings. Valuation Update With 7 Day Price Move • Aug 06
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €2.00, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 18x in the Electronic industry in Germany. Total loss to shareholders of 68% over the past three years. New Risk • Aug 06
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 German stocks, typically moving 6.9% 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 Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (€52.3m market cap, or US$57.4m). Annuncio • Jun 02
UMC Electronics Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024 UMC Electronics Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024 Reported Earnings • May 20
Full year 2024 earnings released: EPS: JP¥36.11 (vs JP¥22.53 in FY 2023) Full year 2024 results: EPS: JP¥36.11 (up from JP¥22.53 in FY 2023). Revenue: JP¥131.3b (down 19% from FY 2023). Net income: JP¥1.02b (up 60% from FY 2023). Profit margin: 0.8% (up from 0.4% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings. Annuncio • May 17
UMC Electronics Co., Ltd., Annual General Meeting, Jun 27, 2024 UMC Electronics Co., Ltd., Annual General Meeting, Jun 27, 2024. Annuncio • Mar 02
UMC Electronics Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024 UMC Electronics Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024 Reported Earnings • Feb 16
Third quarter 2024 earnings released: JP¥7.75 loss per share (vs JP¥2.23 profit in 3Q 2023) Third quarter 2024 results: JP¥7.75 loss per share (down from JP¥2.23 profit in 3Q 2023). Revenue: JP¥34.2b (down 24% from 3Q 2023). Net loss: JP¥219.0m (down 448% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings. Annuncio • Nov 27
UMC Electronics Co., Ltd. to Report Q3, 2024 Results on Feb 14, 2024 UMC Electronics Co., Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024 Reported Earnings • Nov 19
Second quarter 2024 earnings released: JP¥2.72 loss per share (vs JP¥9.02 profit in 2Q 2023) Second quarter 2024 results: JP¥2.72 loss per share (down from JP¥9.02 profit in 2Q 2023). Revenue: JP¥34.0b (down 22% from 2Q 2023). Net loss: JP¥77.0m (down 130% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Annuncio • Aug 30
UMC Electronics Co., Ltd. to Report Q2, 2024 Results on Nov 14, 2023 UMC Electronics Co., Ltd. announced that they will report Q2, 2024 results on Nov 14, 2023 New Risk • Aug 14
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: €86.4m (US$94.4m) 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 Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risks Profit margins are more than 30% lower than last year (0.2% net profit margin). Market cap is less than US$100m (€86.4m market cap, or US$94.4m). Reported Earnings • Aug 13
First quarter 2024 earnings released: JP¥9.41 loss per share (vs JP¥0.88 profit in 1Q 2023) First quarter 2024 results: JP¥9.41 loss per share (down from JP¥0.88 profit in 1Q 2023). Revenue: JP¥32.8b (down 13% from 1Q 2023). Net loss: JP¥266.0m (down JP¥291.0m from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 130% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jun 15
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €4.00, the stock trades at a trailing P/E ratio of 27.3x. Average trailing P/E is 22x in the Electronic industry in Germany. Total returns to shareholders of 40% over the past three years. Annuncio • Jun 01
UMC Electronics Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023 UMC Electronics Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023 Reported Earnings • May 18
Full year 2023 earnings released: EPS: JP¥22.53 (vs JP¥55.52 in FY 2022) Full year 2023 results: EPS: JP¥22.53 (down from JP¥55.52 in FY 2022). Revenue: JP¥161.7b (up 20% from FY 2022). Net income: JP¥637.0m (down 59% from FY 2022). Profit margin: 0.4% (down from 1.2% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Reported Earnings • Feb 18
Third quarter 2023 earnings released: EPS: JP¥2.23 (vs JP¥16.55 in 3Q 2022) Third quarter 2023 results: EPS: JP¥2.23 (down from JP¥16.55 in 3Q 2022). Revenue: JP¥45.0b (up 30% from 3Q 2022). Net income: JP¥63.0m (down 87% from 3Q 2022). Profit margin: 0.1% (down from 1.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Annuncio • Dec 07
UMC Electronics Co., Ltd. to Report Q3, 2023 Results on Feb 14, 2023 UMC Electronics Co., Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023 Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥9.02 (vs JP¥2.44 loss in 2Q 2022) Second quarter 2023 results: EPS: JP¥9.02 (up from JP¥2.44 loss in 2Q 2022). Revenue: JP¥43.3b (up 38% from 2Q 2022). Net income: JP¥255.0m (up JP¥324.0m from 2Q 2022). Profit margin: 0.6% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Annuncio • Aug 28
UMC Electronics Co., Ltd. to Report Q2, 2023 Results on Nov 14, 2022 UMC Electronics Co., Ltd. announced that they will report Q2, 2023 results on Nov 14, 2022 Reported Earnings • Aug 17
First quarter 2023 earnings released: EPS: JP¥0.88 (vs JP¥11.81 in 1Q 2022) First quarter 2023 results: EPS: JP¥0.88 (down from JP¥11.81 in 1Q 2022). Revenue: JP¥37.9b (up 8.6% from 1Q 2022). Net income: JP¥25.0m (down 93% from 1Q 2022). Profit margin: 0.1% (down from 1.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings. Annuncio • Jun 04
UMC Electronics Co., Ltd. to Report Q1, 2023 Results on Aug 15, 2022 UMC Electronics Co., Ltd. announced that they will report Q1, 2023 results on Aug 15, 2022 Reported Earnings • May 20
Full year 2022 earnings released: EPS: JP¥55.52 (vs JP¥5.01 loss in FY 2021) Full year 2022 results: EPS: JP¥55.52 (up from JP¥5.01 loss in FY 2021). Revenue: JP¥134.6b (down 1.2% from FY 2021). Net income: JP¥1.57b (up JP¥1.67b from FY 2021). Profit margin: 1.2% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings. Annuncio • May 18
UMC Electronics Co., Ltd., Annual General Meeting, Jun 29, 2022 UMC Electronics Co., Ltd., Annual General Meeting, Jun 29, 2022. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Annuncio • Apr 08
UMC Electronics Co., Ltd. to Report Fiscal Year 2022 Results on May 16, 2022 UMC Electronics Co., Ltd. announced that they will report fiscal year 2022 results on May 16, 2022 Reported Earnings • Feb 17
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥16.55 (down from JP¥20.06 in 3Q 2021). Revenue: JP¥34.5b (down 12% from 3Q 2021). Net income: JP¥468.0m (up 21% from 3Q 2021). Profit margin: 1.4% (up from 1.0% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings. Board Change • Nov 14
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Annuncio • Apr 01
UMC Electronics Co., Ltd. announced that it has received ¥11.50000064 billion in funding from Toyota Tsusho Corporation, NEXTY Electronics Corporation, Aisin Seiki Co., Ltd. On March 30, 2021, UMC Electronics Co., Ltd. (TSE:6615) closed the transaction. The transaction included participation from Toyota Tsusho Corporation (TSE:8015) for 8,823,530 common shares, NEXTY Electronics Corporation for 2,205,883 common shares, Aisin Seiki Co., Ltd. (TSE:7259) for 2,205,883 common shares. Annuncio • Mar 11
UMC Electronics Co., Ltd. to Report Fiscal Year 2021 Results on May 17, 2021 UMC Electronics Co., Ltd. announced that they will report fiscal year 2021 results on May 17, 2021 Annuncio • Sep 21
UMC Electronics Co., Ltd.(TSE:6615) dropped from S&P Global BMI Index UMC Electronics Co., Ltd.(TSE:6615) dropped from S&P Global BMI Index 