GlobalWafers (6488) Panoramica del titolo
GlobalWafers Co., Ltd., insieme alle sue filiali, ricerca, progetta, sviluppa e produce lingotti e wafer per semiconduttori a Taiwan e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 2/6 |
6488 Community Fair Values
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Analyst Price Targets
Concorrenti di GlobalWafers Co., Ltd.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | NT$1,030.00 |
| Massimo di 52 settimane | NT$1,600.00 |
| Minimo di 52 settimane | NT$333.00 |
| Beta | 2.03 |
| Variazione di 1 mese | 6.74% |
| Variazione a 3 mesi | 76.98% |
| Variazione di 1 anno | 196.40% |
| Variazione a 3 anni | 98.46% |
| Variazione a 5 anni | 21.61% |
| Variazione dall'IPO | 1,193.97% |
Notizie e aggiornamenti recenti
Recent updates
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Nuova narrativa • 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.Rendimenti per gli azionisti
| 6488 | TW Semiconductor | TW Mercato | |
|---|---|---|---|
| 7D | -16.9% | 2.3% | 2.1% |
| 1Y | 196.4% | 118.0% | 84.8% |
Ritorno vs Industria: 6488 ha superato il TW Semiconductor che ha restituito 118 % nell'ultimo anno.
Rendimento vs Mercato: 6488 ha superato il mercato TW che ha restituito 84.8 % nell'ultimo anno.
Volatilità dei prezzi
| 6488 volatility | |
|---|---|
| 6488 Average Weekly Movement | 15.4% |
| Semiconductor Industry Average Movement | 9.9% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in TW Market | 11.9% |
| 10% least volatile stocks in TW Market | 2.7% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di 6488 è stato volatile rispetto al mercato TW.
Volatilità nel tempo: La volatilità settimanale ( 15% ) di 6488 è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni TW.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1981 | n/a | Doris Hsu | www.sas-globalwafers.com |
GlobalWafers Co., Ltd., insieme alle sue controllate, ricerca, progetta, sviluppa e produce lingotti e wafer per semiconduttori a Taiwan e a livello internazionale. Offre lingotti di silicio e wafer ricotti, epitassiali, di diffusione, composti, lucidati e SOI. L'azienda è stata fondata nel 1981 e ha sede a Hsinchu City, Taiwan.
GlobalWafers Co., Ltd. Riepilogo dei fondamenti
| 6488 statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | NT$492.46b |
| Utili (TTM) | NT$7.75b |
| Ricavi(TTM) | NT$58.99b |
63.5x
Rapporto P/E8.3x
Rapporto P/S6488 è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| 6488 Conto economico (TTM) | |
|---|---|
| Ricavi | NT$58.99b |
| Costo del fatturato | NT$45.56b |
| Profitto lordo | NT$13.43b |
| Altre spese | NT$5.67b |
| Utili | NT$7.75b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Aug 04, 2026
| Utile per azione (EPS) | 16.21 |
| Margine lordo | 22.76% |
| Margine di profitto netto | 13.14% |
| Rapporto debito/patrimonio netto | 71.4% |
Come si è comportato 6488 nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.7%
Rendimento attuale del dividendo47%
Rapporto di remunerazione6488 paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di 6488| GlobalWafers date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Jul 16 2026 |
| Data di pagamento dei dividendi | Aug 14 2026 |
| Giorni fino al dividendo Ex | 10 days |
| Giorni prima della data di pagamento dei dividendi | 19 days |
6488 paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di 6488Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/24 16:47 |
| Prezzo dell'azione a fine giornata | 2026/07/24 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
GlobalWafers Co., Ltd. è coperta da 18 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Mike Yang | BofA Global Research |
| Liyen Chen | Capital Securities Corporation |
| Jack Chen | Citigroup Inc |