Nanya Technology (2408) Panoramica del titolo
Nanya Technology Corporation ricerca, sviluppa, produce e vende prodotti a semiconduttore a Taiwan, Giappone, Malesia, Cina, Stati Uniti, Tailandia, Germania, Singapore, Polonia e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 6/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
2408 Community Fair Values
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Analyst Price Targets
Concorrenti di Nanya Technology Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | NT$363.00 |
| Massimo di 52 settimane | NT$430.50 |
| Minimo di 52 settimane | NT$40.20 |
| Beta | 1.93 |
| Variazione di 1 mese | 32.48% |
| Variazione a 3 mesi | 42.91% |
| Variazione di 1 anno | 568.51% |
| Variazione a 3 anni | 385.29% |
| Variazione a 5 anni | 361.25% |
| Variazione dall'IPO | -79.01% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • Jun 05
2408: Private Placement Dilution Will Sustain Pressure On Future Profit Margins
Analysts now set a lower 12 month price target for Nanya Technology at about NT$150, down from around NT$160, reflecting updated views on fair value, revenue growth assumptions, profit margins, and a slightly lower future P/E multiple. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share for expected gross proceeds of about TWD 15,673,000,000.
Aggiornamento della narrazione • May 14
2408: Private Placements And Higher Margins Will Support Stronger Future Earnings Potential
Analysts have raised their price target for Nanya Technology from NT$400.00 to NT$440.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E multiple. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share for expected gross proceeds of TWD 15,673,000,000.Recent updates
Aggiornamento della narrazione • Jun 05
2408: Private Placement Dilution Will Sustain Pressure On Future Profit Margins
Analysts now set a lower 12 month price target for Nanya Technology at about NT$150, down from around NT$160, reflecting updated views on fair value, revenue growth assumptions, profit margins, and a slightly lower future P/E multiple. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share for expected gross proceeds of about TWD 15,673,000,000.Aggiornamento della narrazione • May 14
2408: Private Placements And Higher Margins Will Support Stronger Future Earnings Potential
Analysts have raised their price target for Nanya Technology from NT$400.00 to NT$440.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E multiple. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share for expected gross proceeds of TWD 15,673,000,000.Aggiornamento della narrazione • Apr 28
2408: Private Placement And Higher Margins Will Support Stronger Future Earnings Potential
Analysts have trimmed their 12 month price target for Nanya Technology to NT$400, citing updated assumptions that combine a lower discount rate and future P/E with more moderate revenue growth and higher projected profit margins. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share for expected gross proceeds of TWD 15,673,000,000, with the transaction approved by the board of directors.Aggiornamento della narrazione • Apr 13
2408: Future Profit Margin Pressure From Large Private Placement Will Persist
Analysts have trimmed their price target on Nanya Technology to NT$160.39 from NT$161.71, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E that modestly adjust their valuation outlook. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share for gross proceeds of TWD 15,673,000,000.Aggiornamento della narrazione • Mar 30
2408: Future Profit Margin Assumptions Will Likely Prove Excessively Optimistic
Analysts have revised their fair value estimate for Nanya Technology from NT$150 to about NT$161.71, reflecting updated views on revenue growth, profit margins, and an adjusted future P/E outlook. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share, targeting gross proceeds of TWD 15,673,000,000 (Key Developments).Aggiornamento della narrazione • Mar 16
2408: Future Revenue Assumptions Will Likely Prove Unrealistically Optimistic
Analysts have raised their price target on Nanya Technology from NT$44.45 to NT$150.00, citing revised expectations for revenue growth, profit margins and future P/E assumptions. Valuation Changes Fair Value: revised from NT$44.45 to NT$150.00, taking the reference estimate to a little over 3x the earlier figure.Aggiornamento della narrazione • Mar 02
2408: Higher Revenue And Margin Assumptions Will Support Stronger Future Earnings Potential
Analysts have kept their fair value estimate for Nanya Technology steady at NT$400.00. They point to slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E to support the unchanged price target.Aggiornamento della narrazione • Feb 16
2408: Higher Revenue And Margin Assumptions Will Drive Stronger Future Earnings Potential
Analysts have raised their fair value estimate for Nanya Technology from NT$75.00 to NT$400.00, citing updated assumptions for revenue growth, profit margins, discount rate, and a lower future P/E multiple. Valuation Changes Fair Value: updated from NT$75.00 to NT$400.00, representing a very large upward revision in the valuation output.
Aggiornamento della narrazione • Feb 02
2408: Higher Growth Assumptions Will Likely Expose Compressed Margin And P/E Risk
Analysts have raised their price target for Nanya Technology to $285.00 from $170.45, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E that they believe better reflect current expectations for the business. Valuation Changes Fair Value Estimate: Adjusted from NT$170.45 to NT$285.00, representing a large upward reset in the analysts' assessed value per share.Aggiornamento della narrazione • Jan 19
2408: Future Margin Assumptions Will Likely Prove Overly Optimistic
Analysts have lifted their price target on Nanya Technology to the equivalent of about $44.45 from roughly $30.20, citing updated assumptions around a lower discount rate, slightly higher projected revenue growth, a very large implied improvement in profit margins, and a much lower future P/E multiple in their valuation models. Valuation Changes Fair Value: The price target fair value moved from about NT$30.20 to roughly NT$44.45 per share, indicating a higher implied valuation level in the updated model.Aggiornamento della narrazione • Jan 04
2408: Future Margin Upswing Likely To Expose Current Earnings Multiple Vulnerability
Analysts have raised their price target on Nanya Technology to approximately $170 from about $145. This reflects increased confidence in stronger revenue growth, significantly higher profit margins, and a more attractive future earnings multiple.Aggiornamento della narrazione • Dec 14
2408: Richer Earnings Multiple Will Likely Prove Unsustainable Amid Margin Pressure
Analysts have raised their price target on Nanya Technology, citing a modest improvement in fair value estimates to about NT$145 from roughly NT$138. This change is driven by stronger expected revenue growth that more than offsets a slightly higher discount rate and a lower projected profit margin, alongside a richer future earnings multiple.Aggiornamento della narrazione • Nov 30
2408: Modest Revenue Improvement Will Offset Lower Margins and Slightly Lower Risk
Analysts have raised their fair value target for Nanya Technology from $124.91 to $138.27, driven by modest improvements in projected revenue growth. This increase offsets slightly lower profit margin expectations and a decrease in the discount rate.Aggiornamento della narrazione • Nov 16
2408: Rising Discount Rate Will Likely Limit Upside Potential
Analysts have raised their price target for Nanya Technology from $110.82 to $124.91. They cite improved revenue growth projections and higher expected profit margins.Aggiornamento della narrazione • Nov 01
2408: Profit Margin Weakness And Rising P/E Ratio Will Pressure Shares
Analysts have raised their price target for Nanya Technology from $105.36 to $110.82, citing modest improvements in projected revenue growth, a lower discount rate, and updated profit margin forecasts. Valuation Changes Consensus Analyst Price Target has risen from NT$105.36 to NT$110.82.Aggiornamento della narrazione • Oct 17
Self-developed Semiconductor And DDR5 Migration Will Improve Efficiency
Analysts have raised their price target for Nanya Technology from $65.84 to $105.36. They cite expectations of higher revenue growth and improved profit margins supporting the upgrade.Aggiornamento della narrazione • Oct 03
Self-developed Semiconductor And DDR5 Migration Will Improve Efficiency
Analysts have raised their price target for Nanya Technology from $54.84 to $65.84, citing improved revenue growth forecasts, even though profit margins are expected to be slightly lower. Valuation Changes The Fair Value Estimate has increased from NT$54.84 to NT$65.84.Aggiornamento della narrazione • Sep 15
Self-developed Semiconductor And DDR5 Migration Will Improve Efficiency
The consensus analyst price target for Nanya Technology has increased to NT$54.84, with the upward revision driven by growth in net profit margin and a lower discount rate. Valuation Changes Summary of Valuation Changes for Nanya Technology The Consensus Analyst Price Target has risen slightly from NT$53.15 to NT$54.84.
Nuova narrazione • Jan 19
Transitioning To DDR5 And Edge AI Products Will Strengthen Future Market Position
Strategic DDR5 transition and DDR3/DDR4 capacity shift are set to boost revenue growth and gross margins through higher bit shipments and premium pricing.Rendimenti per gli azionisti
| 2408 | TW Semiconductor | TW Mercato | |
|---|---|---|---|
| 7D | -13.5% | -5.1% | -4.3% |
| 1Y | 568.5% | 142.1% | 98.2% |
Ritorno vs Industria: 2408 ha superato il TW Semiconductor che ha restituito 142.1 % nell'ultimo anno.
Rendimento vs Mercato: 2408 ha superato il mercato TW che ha restituito 98.2 % nell'ultimo anno.
Volatilità dei prezzi
| 2408 volatility | |
|---|---|
| 2408 Average Weekly Movement | 13.7% |
| Semiconductor Industry Average Movement | 9.7% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in TW Market | 12.3% |
| 10% least volatile stocks in TW Market | 2.6% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di 2408 è stato volatile rispetto al mercato TW.
Volatilità nel tempo: La volatilità settimanale ( 14% ) di 2408 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 |
|---|---|---|---|
| 1995 | n/a | Pei-Ing Lee | www.nanya.com |
Nanya Technology Corporation ricerca, sviluppa, produce e vende prodotti a semiconduttore a Taiwan, Giappone, Malesia, Cina, Stati Uniti, Tailandia, Germania, Singapore, Polonia e a livello internazionale. Offre memorie dinamiche ad accesso casuale (DRAM) standard, DRAM a basso consumo, MCP ed eMCP, prodotti KGD e moduli, nonché altri prodotti di memoria e marchi Elixir. L'azienda si occupa di importazione ed esportazione di macchinari, attrezzature e materie prime.
Nanya Technology Corporation Riepilogo dei fondamenti
| 2408 statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | NT$1.05t |
| Utili (TTM) | NT$34.61b |
| Ricavi(TTM) | NT$108.49b |
32.5x
Rapporto P/E10.4x
Rapporto P/S2408 è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| 2408 Conto economico (TTM) | |
|---|---|
| Ricavi | NT$108.49b |
| Costo del fatturato | NT$59.10b |
| Profitto lordo | NT$49.39b |
| Altre spese | NT$14.77b |
| Utili | NT$34.61b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Jul 10, 2026
| Utile per azione (EPS) | 11.17 |
| Margine lordo | 45.52% |
| Margine di profitto netto | 31.91% |
| Rapporto debito/patrimonio netto | 9.2% |
Come si è comportato 2408 nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.4%
Rendimento attuale del dividendo13%
Rapporto di remunerazione2408 paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di 2408| Nanya Technology date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Jul 07 2026 |
| Data di pagamento dei dividendi | Aug 06 2026 |
| Giorni fino al dividendo Ex | 27 days |
| Giorni prima della data di pagamento dei dividendi | 57 days |
2408 paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di 2408Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/09 16:08 |
| Prezzo dell'azione a fine giornata | 2026/06/09 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 |
| |
| 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 guide su come utilizzare i nostri report e 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
Nanya Technology Corporation è coperta da 22 analisti. 11 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 |
|---|---|
| Nam Hyung Kim | Arete Research Services LLP |
| Naiwen Kerr | Barclays |
| Mark Newman | Bernstein |