Declared Dividend • Apr 25
Dividend of NT$3.20 announced Shareholders will receive a dividend of NT$3.20. Ex-date: 24th June 2026 Payment date: 17th July 2026 Dividend yield will be 2.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (80% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 11% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.1% EPS decline seen over the last 5 years. Reported Earnings • Apr 23
First quarter 2026 earnings released: EPS: NT$0.98 (vs NT$1.13 in 1Q 2025) First quarter 2026 results: EPS: NT$0.98 (down from NT$1.13 in 1Q 2025). Revenue: NT$242.0m (down 5.3% from 1Q 2025). Net income: NT$61.6m (down 14% from 1Q 2025). Profit margin: 25% (down from 28% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Apr 21
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to NT$106, the stock trades at a trailing P/E ratio of 28.8x. Average trailing P/E is 43x in the Semiconductor industry in Taiwan. Total loss to shareholders of 4.5% over the past three years. Annuncio • Feb 24
ASIX Electronics Corporation, Annual General Meeting, May 22, 2026 ASIX Electronics Corporation, Annual General Meeting, May 22, 2026. Location: 2 floor no,1, kung yeh tung 2nd rd., hsinchu science park, hsinchu city Taiwan Reported Earnings • Feb 24
Full year 2025 earnings released: EPS: NT$3.67 (vs NT$3.43 in FY 2024) Full year 2025 results: EPS: NT$3.67 (up from NT$3.43 in FY 2024). Revenue: NT$929.6m (up 9.0% from FY 2024). Net income: NT$231.5m (up 7.5% from FY 2024). Profit margin: 25% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 18% 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 • Oct 25
Third quarter 2025 earnings released: EPS: NT$0.98 (vs NT$0.66 in 3Q 2024) Third quarter 2025 results: EPS: NT$0.98 (up from NT$0.66 in 3Q 2024). Revenue: NT$227.3m (up 16% from 3Q 2024). Net income: NT$61.6m (up 49% from 3Q 2024). Profit margin: 27% (up from 21% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Aug 15
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to NT$99.60, the stock trades at a trailing P/E ratio of 29.1x. Average trailing P/E is 27x in the Semiconductor industry in Taiwan. Total loss to shareholders of 15% over the past three years. Reported Earnings • Jul 24
Second quarter 2025 earnings released: EPS: NT$0.68 (vs NT$1.01 in 2Q 2024) Second quarter 2025 results: EPS: NT$0.68 (down from NT$1.01 in 2Q 2024). Revenue: NT$230.0m (down 3.2% from 2Q 2024). Net income: NT$42.6m (down 33% from 2Q 2024). Profit margin: 19% (down from 27% in 2Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Jun 17
Upcoming dividend of NT$3.00 per share Eligible shareholders must have bought the stock before 24 June 2025. Payment date: 16 July 2025. Payout ratio is on the higher end at 80%, however this is supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (2.3%). Annuncio • May 24
ASIX Electronics Corporation Announces Election of New Directors and Independent Directors ASIX Electronics Corporation held a shareholders' meeting on May 23, 2025, where important resolutions were passed. The election for directors and supervisors resulted in the appointment of the following newly elected directors: Wang, Chun-Ci, Zhan, Yong-Da, Yao, De-Zhang, Airoha Technology Corp. Additionally, newly elected independent directors include Lin, Hsiu-Li, Wei, Jian-Ming, and Hsu, His-Yuan. Reported Earnings • May 08
First quarter 2025 earnings released: EPS: NT$1.13 (vs NT$0.79 in 1Q 2024) First quarter 2025 results: EPS: NT$1.13 (up from NT$0.79 in 1Q 2024). Revenue: NT$255.4m (up 27% from 1Q 2024). Net income: NT$71.4m (up 44% from 1Q 2024). Profit margin: 28% (up from 25% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings. Declared Dividend • Apr 25
Dividend reduced to NT$3.00 Dividend of NT$3.00 is 14% lower than last year. Ex-date: 24th June 2025 Payment date: 16th July 2025 Dividend yield will be 3.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is not adequately covered by earnings (100% earnings payout ratio). However, it is covered by cash flows (74% cash payout ratio). The dividend has increased by an average of 4.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 11% to bring the payout ratio under control, which is more than the 3.3% EPS growth achieved over the last 5 years. Valuation Update With 7 Day Price Move • Apr 16
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to NT$87.50, the stock trades at a trailing P/E ratio of 25.6x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 43% over the past three years. Annuncio • Apr 16
ASIX Electronics Corporation to Report Q1, 2025 Results on Apr 23, 2025 ASIX Electronics Corporation announced that they will report Q1, 2025 results on Apr 23, 2025 Valuation Update With 7 Day Price Move • Mar 31
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to NT$96.80, the stock trades at a trailing P/E ratio of 28.3x. Average trailing P/E is 26x in the Semiconductor industry in Taiwan. Total loss to shareholders of 50% over the past three years. Reported Earnings • Mar 05
Full year 2024 earnings released: EPS: NT$3.42 (vs NT$3.67 in FY 2023) Full year 2024 results: EPS: NT$3.42 (down from NT$3.67 in FY 2023). Revenue: NT$852.6m (down 3.9% from FY 2023). Net income: NT$215.4m (down 6.5% from FY 2023). Profit margin: 25% (in line with FY 2023). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings. Annuncio • Feb 20
ASIX Electronics Corporation, Annual General Meeting, May 23, 2025 ASIX Electronics Corporation, Annual General Meeting, May 23, 2025. Location: 2 floor no,1, kung yeh tung 2nd rd., hsinchu science park, hsinchu city Taiwan Annuncio • Feb 12
ASIX Electronics Corporation to Report Q4, 2024 Results on Feb 19, 2025 ASIX Electronics Corporation announced that they will report Q4, 2024 results on Feb 19, 2025 New Risk • Feb 01
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 6.1% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 100% Cash payout ratio: 91% Minor Risk Share price has been volatile over the past 3 months (6.1% average weekly change). New Risk • Dec 16
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Reported Earnings • Oct 30
Third quarter 2024 earnings released: EPS: NT$0.66 (vs NT$0.91 in 3Q 2023) Third quarter 2024 results: EPS: NT$0.66 (down from NT$0.91 in 3Q 2023). Revenue: NT$195.3m (down 9.5% from 3Q 2023). Net income: NT$41.2m (down 28% from 3Q 2023). Profit margin: 21% (down from 27% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 24% 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 • Aug 08
Second quarter 2024 earnings released: EPS: NT$1.01 (vs NT$0.95 in 2Q 2023) Second quarter 2024 results: EPS: NT$1.01 (up from NT$0.95 in 2Q 2023). Revenue: NT$237.5m (up 7.2% from 2Q 2023). Net income: NT$63.6m (up 6.3% from 2Q 2023). Profit margin: 27% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 12% per year. Annuncio • Jul 17
ASIX Electronics Corporation to Report Q2, 2024 Results on Jul 24, 2024 ASIX Electronics Corporation announced that they will report Q2, 2024 results on Jul 24, 2024 Upcoming Dividend • Jun 17
Upcoming dividend of NT$3.50 per share Eligible shareholders must have bought the stock before 24 June 2024. Payment date: 17 July 2024. Payout ratio is on the higher end at 94%, and the cash payout ratio is above 100%. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.1%). Reported Earnings • May 08
First quarter 2024 earnings released: EPS: NT$0.79 (vs NT$0.75 in 1Q 2023) First quarter 2024 results: EPS: NT$0.79 (up from NT$0.75 in 1Q 2023). Revenue: NT$200.4m (down 2.2% from 1Q 2023). Net income: NT$49.8m (up 5.8% from 1Q 2023). Profit margin: 25% (up from 23% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Declared Dividend • Apr 26
Dividend reduced to NT$3.50 Dividend of NT$3.50 is 36% lower than last year. Ex-date: 24th June 2024 Payment date: 17th July 2024 Dividend yield will be 3.1%, which is about the same as the industry average. Sustainability & Growth Dividend is not covered by earnings (136% earnings payout ratio) nor is it covered by cash flows (137% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 51% to bring the payout ratio under control, which is more than the 8.0% EPS growth achieved over the last 5 years. Annuncio • Apr 19
ASIX Electronics Corporation to Report Q1, 2024 Results on Apr 24, 2024 ASIX Electronics Corporation announced that they will report Q1, 2024 results on Apr 24, 2024 Annuncio • Feb 22
ASIX Electronics Corporation, Annual General Meeting, May 29, 2024 ASIX Electronics Corporation, Annual General Meeting, May 29, 2024, at 09:00 Taipei Standard Time. Location: 2F, No.1, Gongye E. 2nd, East Dist. Hsin Chu City Taiwan Agenda: To consider 2023 annual business operations; to consider audit Committee's review report; to consider status of 2023 employees' compensation and directors' compensation; to consider report 2023 earnings distribution; and to consider other matters. New Risk • Nov 27
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 7.2% 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 Risks Share price has been highly volatile over the past 3 months (7.2% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 136% Cash payout ratio: 93% Reported Earnings • Oct 27
Third quarter 2023 earnings released: EPS: NT$0.91 (vs NT$1.62 in 3Q 2022) Third quarter 2023 results: EPS: NT$0.91 (down from NT$1.62 in 3Q 2022). Revenue: NT$215.8m (down 31% from 3Q 2022). Net income: NT$57.2m (down 44% from 3Q 2022). Profit margin: 27% (down from 33% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Jul 27
Second quarter 2023 earnings released: EPS: NT$0.95 (vs NT$1.73 in 2Q 2022) Second quarter 2023 results: EPS: NT$0.95 (down from NT$1.73 in 2Q 2022). Revenue: NT$221.6m (down 38% from 2Q 2022). Net income: NT$59.8m (down 45% from 2Q 2022). Profit margin: 27% (down from 30% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jul 10
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to NT$108, the stock trades at a trailing P/E ratio of 19.5x. Average trailing P/E is 20x in the Semiconductor industry in Taiwan. Total returns to shareholders of 203% over the past three years. Upcoming Dividend • Jun 27
Upcoming dividend of NT$5.50 per share at 4.5% yield Eligible shareholders must have bought the stock before 04 July 2023. Payment date: 26 July 2023. Payout ratio and cash payout ratio are on the higher end at 99% and 82% respectively. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.2%). Reported Earnings • May 14
First quarter 2023 earnings released: EPS: NT$0.75 (vs NT$1.87 in 1Q 2022) First quarter 2023 results: EPS: NT$0.75 (down from NT$1.87 in 1Q 2022). Revenue: NT$205.0m (down 43% from 1Q 2022). Net income: NT$47.0m (down 60% from 1Q 2022). Profit margin: 23% (down from 32% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Apr 13
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to NT$144, the stock trades at a trailing P/E ratio of 21.6x. Average trailing P/E is 17x in the Semiconductor industry in Taiwan. Total returns to shareholders of 381% over the past three years. Reported Earnings • Mar 26
Full year 2022 earnings released: EPS: NT$6.66 (vs NT$6.34 in FY 2021) Full year 2022 results: EPS: NT$6.66 (up from NT$6.34 in FY 2021). Revenue: NT$1.34b (up 1.3% from FY 2021). Net income: NT$415.7m (up 8.2% from FY 2021). Profit margin: 31% (up from 29% in FY 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Oct 27
Third quarter 2022 earnings released: EPS: NT$1.62 (vs NT$1.97 in 3Q 2021) Third quarter 2022 results: EPS: NT$1.62 (down from NT$1.97 in 3Q 2021). Revenue: NT$311.8m (down 16% from 3Q 2021). Net income: NT$101.4m (down 17% from 3Q 2021). Profit margin: 33% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Oct 13
Investor sentiment deteriorated over the past week After last week's 17% share price decline to NT$81.10, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 10x in the Semiconductor industry in Taiwan. Total returns to shareholders of 131% over the past three years. Valuation Update With 7 Day Price Move • Sep 26
Investor sentiment deteriorated over the past week After last week's 16% share price decline to NT$91.10, the stock trades at a trailing P/E ratio of 12.1x. Average trailing P/E is 12x in the Semiconductor industry in Taiwan. Total returns to shareholders of 131% over the past three years. Buying Opportunity • Aug 18
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 23%. The fair value is estimated to be NT$168, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 39%. Upcoming Dividend • Aug 11
Upcoming dividend of NT$5.00 per share Eligible shareholders must have bought the stock before 18 August 2022. Payment date: 07 September 2022. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Taiwanese dividend payers (6.6%). Higher than average of industry peers (3.7%). Reported Earnings • Jul 30
Second quarter 2022 earnings released: EPS: NT$1.73 (vs NT$1.22 in 2Q 2021) Second quarter 2022 results: EPS: NT$1.73 (up from NT$1.22 in 2Q 2021). Revenue: NT$355.0m (up 23% from 2Q 2021). Net income: NT$107.9m (up 42% from 2Q 2021). Profit margin: 30% (up from 26% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 37% per year. Valuation Update With 7 Day Price Move • Jul 19
Investor sentiment improved over the past week After last week's 18% share price gain to NT$133, the stock trades at a trailing P/E ratio of 18.9x. Average trailing P/E is 12x in the Semiconductor industry in Taiwan. Total returns to shareholders of 186% over the past three years. Valuation Update With 7 Day Price Move • Jul 04
Investor sentiment deteriorated over the past week After last week's 16% share price decline to NT$116, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 12x in the Semiconductor industry in Taiwan. Total returns to shareholders of 170% over the past three years. Reported Earnings • May 06
First quarter 2022 earnings: EPS exceeds analyst expectations First quarter 2022 results: EPS: NT$1.87 (up from NT$1.12 in 1Q 2021). Revenue: NT$361.2m (up 52% from 1Q 2021). Net income: NT$116.5m (up 88% from 1Q 2021). Profit margin: 32% (up from 26% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 25%. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Apr 15
Investor sentiment deteriorated over the past week After last week's 16% share price decline to NT$168, the stock trades at a trailing P/E ratio of 27.2x. Average trailing P/E is 17x in the Semiconductor industry in Taiwan. Total returns to shareholders of 307% over the past three years. Valuation Update With 7 Day Price Move • Mar 22
Investor sentiment improved over the past week After last week's 17% share price gain to NT$218, the stock trades at a trailing P/E ratio of 35.3x. Average trailing P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 426% over the past three years. Reported Earnings • Mar 07
Full year 2021 earnings: EPS exceeds analyst expectations Full year 2021 results: EPS: NT$6.34 (up from NT$3.05 in FY 2020). Revenue: NT$1.32b (up 82% from FY 2020). Net income: NT$384.1m (up 141% from FY 2020). Profit margin: 29% (up from 22% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 25%. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 76% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Dec 06
Investor sentiment improved over the past week After last week's 15% share price gain to NT$290, the stock trades at a trailing P/E ratio of 56.5x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 934% over the past three years. Valuation Update With 7 Day Price Move • Nov 17
Investor sentiment improved over the past week After last week's 22% share price gain to NT$234, the stock trades at a trailing P/E ratio of 45.6x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 841% over the past three years. Reported Earnings • Nov 07
Third quarter 2021 earnings released: EPS NT$1.97 (vs NT$0.84 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$371.1m (up 100% from 3Q 2020). Net income: NT$122.6m (up 195% from 3Q 2020). Profit margin: 33% (up from 22% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 82% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Oct 20
Investor sentiment improved over the past week After last week's 26% share price gain to NT$157, the stock trades at a trailing P/E ratio of 41x. Average trailing P/E is 20x in the Semiconductor industry in Taiwan. Total returns to shareholders of 534% over the past three years. Valuation Update With 7 Day Price Move • Oct 04
Investor sentiment deteriorated over the past week After last week's 15% share price decline to NT$118, the stock trades at a trailing P/E ratio of 30.8x. Average trailing P/E is 19x in the Semiconductor industry in Taiwan. Total returns to shareholders of 370% over the past three years. Upcoming Dividend • Aug 19
Upcoming dividend of NT$2.50 per share Eligible shareholders must have bought the stock before 26 August 2021. Payment date: 16 September 2021. Trailing yield: 1.8%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (2.2%). Reported Earnings • Aug 13
Second quarter 2021 earnings released: EPS NT$1.22 (vs NT$0.75 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$288.7m (up 51% from 2Q 2020). Net income: NT$76.1m (up 105% from 2Q 2020). Profit margin: 26% (up from 19% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Aug 04
Investor sentiment improved over the past week After last week's 16% share price gain to NT$183, the stock trades at a trailing P/E ratio of 49.2x. Average trailing P/E is 28x in the Semiconductor industry in Taiwan. Total returns to shareholders of 647% over the past three years. Valuation Update With 7 Day Price Move • Jun 11
Investor sentiment improved over the past week After last week's 20% share price gain to NT$150, the stock trades at a trailing P/E ratio of 40.5x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 516% over the past three years. Valuation Update With 7 Day Price Move • May 23
Investor sentiment improved over the past week After last week's 15% share price gain to NT$117, the stock trades at a trailing P/E ratio of 31.6x. Average trailing P/E is 20x in the Semiconductor industry in Taiwan. Total returns to shareholders of 390% over the past three years. Valuation Update With 7 Day Price Move • May 06
Investor sentiment deteriorated over the past week After last week's 18% share price decline to NT$120, the stock trades at a trailing P/E ratio of 39.4x. Average trailing P/E is 26x in the Semiconductor industry in Taiwan. Total returns to shareholders of 416% over the past three years. Valuation Update With 7 Day Price Move • Apr 15
Investor sentiment deteriorated over the past week After last week's 18% share price decline to NT$162, the stock trades at a trailing P/E ratio of 53.1x. Average trailing P/E is 28x in the Semiconductor industry in Taiwan. Total returns to shareholders of 588% over the past three years. Valuation Update With 7 Day Price Move • Mar 23
Investor sentiment improved over the past week After last week's 23% share price gain to NT$171, the stock trades at a trailing P/E ratio of 56.1x. Average trailing P/E is 28x in the Semiconductor industry in Taiwan. Total returns to shareholders of 597% over the past three years. Annuncio • Mar 19
ASIX Electronics Corporation, Annual General Meeting, Jun 09, 2021 ASIX Electronics Corporation, Annual General Meeting, Jun 09, 2021. Reported Earnings • Mar 04
Full year 2020 earnings released: EPS NT$3.05 (vs NT$2.91 in FY 2019) The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: NT$725.4m (flat on FY 2019). Net income: NT$159.1m (up 12% from FY 2019). Profit margin: 22% (up from 20% in FY 2019). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth. Is New 90 Day High Low • Feb 24
New 90-day high: NT$103 The company is up 158% from its price of NT$40.00 on 26 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 33% over the same period. Valuation Update With 7 Day Price Move • Feb 20
Investor sentiment improved over the past week After last week's 21% share price gain to NT$89.20, the stock is trading at a trailing P/E ratio of 34.3x, up from the previous P/E ratio of 28.3x. This compares to an average P/E of 28x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 267%. Valuation Update With 7 Day Price Move • Jan 28
Investor sentiment improved over the past week After last week's 15% share price gain to NT$63.80, the stock is trading at a trailing P/E ratio of 24.5x, up from the previous P/E ratio of 21.2x. This compares to an average P/E of 26x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 139%. Is New 90 Day High Low • Jan 27
New 90-day high: NT$63.80 The company is up 77% from its price of NT$36.00 on 30 October 2020. The Taiwanese market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 38% over the same period. Is New 90 Day High Low • Dec 30
New 90-day high: NT$60.90 The company is up 72% from its price of NT$35.45 on 30 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 22% over the same period. Valuation Update With 7 Day Price Move • Dec 18
Investor sentiment improved over the past week After last week's 21% share price gain to NT$53.90, the stock is trading at a trailing P/E ratio of 20.7x, up from the previous P/E ratio of 17.1x. This compares to an average P/E of 25x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 102%. Is New 90 Day High Low • Dec 11
New 90-day high: NT$44.60 The company is up 23% from its price of NT$36.30 on 11 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 21% over the same period. Is New 90 Day High Low • Nov 24
New 90-day high: NT$40.20 The company is up 3.0% from its price of NT$39.10 on 26 August 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 16% over the same period. Reported Earnings • Nov 05
Third quarter 2020 earnings released: EPS NT$0.84 The company reported a decent third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: NT$185.3m (flat on 3Q 2019). Net income: NT$41.6m (up 16% from 3Q 2019). Profit margin: 22% (up from 19% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Is New 90 Day High Low • Sep 25
New 90-day low: NT$35.05 The company is down 17% from its price of NT$42.44 on 24 June 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 23% over the same period.