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Quanta Computer Inc.TWSE:2382 Rapporto sulle azioni

Cap. di mercato NT$1.2t
Prezzo delle azioni
NT$316.50
NT$425
25.5% sottovalutato sconto intrinseco
1Y19.2%
7D5.5%
1D
Valore del portafoglio
Vista

Quanta Computer Inc.

Report azionario TWSE:2382

Capitalizzazione di mercato: NT$1.2t

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Concorrenti di Quanta Computer Inc.

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Quanta Computer
Prezzi storici delle azioni
Prezzo attuale dell'azioneNT$316.50
Massimo di 52 settimaneNT$352.50
Minimo di 52 settimaneNT$252.50
Beta0.67
Variazione di 1 mese-2.01%
Variazione a 3 mesi11.44%
Variazione di 1 anno19.21%
Variazione a 3 anni177.63%
Variazione a 5 anni252.84%
Variazione dall'IPO447.55%

Notizie e aggiornamenti recenti

Aggiornamento della narrazione May 06

2382: Higher Revenue Assumptions And Stable P/E Will Support Future Upside

Analysts have kept the Quanta Computer price target unchanged at NT$425, reflecting updated assumptions around a slightly higher discount rate, modestly adjusted revenue growth expectations, a marginally lower projected profit margin, and a stable future P/E. Valuation Changes Fair Value: NT$425.0 is unchanged, indicating no adjustment to the overall valuation output.
Aggiornamento della narrazione Apr 22

2382: German Nearshoring Facility Will Support European Expansion And Future Upside

Analysts have kept their NT$425.00 price target for Quanta Computer unchanged, citing a mix of updated assumptions that now reflect higher modeled revenue growth, a lower discount rate, and a slightly higher future P/E, partially offset by reduced profit margin expectations. What's in the News Quanta Computer has taken delivery of 24,000 sqm of high tech industrial space at CTPark Jülich in Germany's North Rhine Westphalia region under a 15 year lease with CTP, supported by EU focused nearshoring policies.
Aggiornamento della narrazione Apr 07

2382: German Nearshoring Expansion Will Support Margins And Future Upside

Analysts are keeping their NT$425.00 price target for Quanta Computer steady, reflecting only small model tweaks as they factor in slightly different assumptions for discount rate, revenue growth, profit margin, and future P/E. What's in the News Quanta Computer has taken delivery of 24,000 sqm of high tech industrial space at CTPark Jülich in Germany's North Rhine Westphalia region, under a 15 year lease with CTP.
Aggiornamento della narrazione Mar 24

2382: European Nearshoring Expansion And Refined Assumptions Will Shape Measured Outlook

Analysts have lifted their price target for Quanta Computer to NT$274.87 from NT$265.81, reflecting updated assumptions around fair value, discount rate, revenue growth and profit margins, along with a slightly adjusted future P/E outlook. What's in the News Quanta Computer has taken delivery of 24,000 sqm of high-tech industrial space at CTPark Jülich in Germany's North Rhine-Westphalia region under a 15-year lease with CTP, covering production, logistics, office, technical space and employee amenities (Key Developments).

Recent updates

Aggiornamento della narrazione May 06

2382: Higher Revenue Assumptions And Stable P/E Will Support Future Upside

Analysts have kept the Quanta Computer price target unchanged at NT$425, reflecting updated assumptions around a slightly higher discount rate, modestly adjusted revenue growth expectations, a marginally lower projected profit margin, and a stable future P/E. Valuation Changes Fair Value: NT$425.0 is unchanged, indicating no adjustment to the overall valuation output.
Aggiornamento della narrazione Apr 22

2382: German Nearshoring Facility Will Support European Expansion And Future Upside

Analysts have kept their NT$425.00 price target for Quanta Computer unchanged, citing a mix of updated assumptions that now reflect higher modeled revenue growth, a lower discount rate, and a slightly higher future P/E, partially offset by reduced profit margin expectations. What's in the News Quanta Computer has taken delivery of 24,000 sqm of high tech industrial space at CTPark Jülich in Germany's North Rhine Westphalia region under a 15 year lease with CTP, supported by EU focused nearshoring policies.
Aggiornamento della narrazione Apr 07

2382: German Nearshoring Expansion Will Support Margins And Future Upside

Analysts are keeping their NT$425.00 price target for Quanta Computer steady, reflecting only small model tweaks as they factor in slightly different assumptions for discount rate, revenue growth, profit margin, and future P/E. What's in the News Quanta Computer has taken delivery of 24,000 sqm of high tech industrial space at CTPark Jülich in Germany's North Rhine Westphalia region, under a 15 year lease with CTP.
Aggiornamento della narrazione Mar 24

2382: European Nearshoring Expansion And Refined Assumptions Will Shape Measured Outlook

Analysts have lifted their price target for Quanta Computer to NT$274.87 from NT$265.81, reflecting updated assumptions around fair value, discount rate, revenue growth and profit margins, along with a slightly adjusted future P/E outlook. What's in the News Quanta Computer has taken delivery of 24,000 sqm of high-tech industrial space at CTPark Jülich in Germany's North Rhine-Westphalia region under a 15-year lease with CTP, covering production, logistics, office, technical space and employee amenities (Key Developments).
Aggiornamento della narrazione Mar 10

2382: Nearshoring Expansion Into Germany Will Support Margin Outlook

Analysts have kept their 12 month price target for Quanta Computer steady at NT$425.0. This points to a view that moderation in forecast revenue growth to 17.80%, together with higher projected profit margins of 3.45% and a slightly higher future P/E of 17.01x, collectively supports maintaining rather than revising their valuation. What's in the News Quanta Computer has taken delivery of 24,000 sqm of high tech industrial space at CTPark Jülich in Germany's North Rhine Westphalia region, under a 15 year lease with CTP to develop and operate a new production site (Key Developments).
Aggiornamento della narrazione Feb 24

2382: New European Facility And Refined Assumptions Will Shape Balanced Outlook

Analysts have modestly adjusted their NT$ price target for Quanta Computer, reflecting small tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E. Taken together, these changes suggest a slightly different balance of risk and reward for investors.
Aggiornamento della narrazione Feb 08

2382: New European Capacity And Assumption Tweaks Will Support Balanced Outlook

Analysts have adjusted their price target on Quanta Computer to reflect updated assumptions for discount rate, revenue growth, profit margin, and future P/E. The new target is now about $266 per share, broadly in line with the prior estimate.
Aggiornamento della narrazione Jan 25

2382: Higher Revenue Assumptions And Stable Fair Value Will Support Bullish View

Analysts are holding their price target for Quanta Computer at US$425.00, reflecting slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E to align with updated views on the company’s risk and earnings profile. Valuation Changes Fair Value: Held steady at US$425.00, with no change in the stated fair value estimate.
Aggiornamento della narrazione Jan 11

2382: Modest Risk Adjustments Will Support A Fairly Balanced Outlook

Analysts have modestly raised their price target for Quanta Computer to reflect slightly lower perceived risk, a small adjustment to revenue growth expectations, and a marginally different future P/E assumption. They have kept fair value broadly in line at about $265.81.
Aggiornamento della narrazione Dec 26

2382: Modest Margin Gains Will Support Fairly Balanced Outlook

Analysts have modestly raised their price target on Quanta Computer to roughly $266 per share from about $257, reflecting slightly improved margin expectations and a lower assumed discount rate, even as they temper near term revenue growth assumptions and apply a more conservative future earnings multiple. Valuation Changes Fair Value: Raised slightly to around NT$266 per share from about NT$257, reflecting modest upside to the intrinsic valuation.
Aggiornamento della narrazione Dec 12

2382: Stronger Revenue Outlook And Lower Discount Rate Support Bullish Outlook

Analysts have raised their price target for Quanta Computer from $420 to $425, citing slightly stronger projected revenue growth and a lower discount rate that more than offset modestly reduced profit margin and future P/E assumptions. Valuation Changes The fair value estimate has risen slightly from NT$420 to NT$425, reflecting a modestly higher intrinsic valuation.
Aggiornamento della narrazione Nov 28

2382: Improved Profit Margins Will Likely Sustain Upside Momentum

Analysts have slightly raised their price target for Quanta Computer from $349.83 to $350.06, citing minor adjustments in projected profit margin and expected discount rate changes. Valuation Changes The Fair Value Estimate has risen slightly from NT$349.83 to NT$350.06.
Aggiornamento della narrazione Nov 13

2382: Future Revenue Acceleration Will Likely Drive Continued Upside Potential

Narrative Update on Quanta Computer: Analyst Price Target Revision Analysts have raised their price target for Quanta Computer from $342.05 to $349.83, citing slightly higher projected revenue growth, which offsets minor decreases in profit margin estimates. Valuation Changes Fair Value increased slightly from NT$342.05 to NT$349.83.
User avatar
Nuova narrazione May 18

Expanding AI Server Manufacturing And Global Facilities Will Improve Efficiency

Quanta's focus on AI server growth and strategic investments enhances manufacturing resilience, driving substantial revenue and net margin improvements.

Rendimenti per gli azionisti

2382TW TechTW Mercato
7D5.5%4.5%2.6%
1Y19.2%54.9%94.7%

Ritorno vs Industria: 2382 ha avuto una performance inferiore rispetto al TW Tech che ha registrato un rendimento 54.9 % nell'ultimo anno.

Rendimento vs Mercato: 2382 ha avuto una performance inferiore al mercato TW che ha registrato un rendimento 94.7 % nell'ultimo anno.

Volatilità dei prezzi

Is 2382's price volatile compared to industry and market?
2382 volatility
2382 Average Weekly Movement6.2%
Tech Industry Average Movement6.8%
Market Average Movement6.2%
10% most volatile stocks in TW Market12.3%
10% least volatile stocks in TW Market2.5%

Prezzo delle azioni stabile: 2382 non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato TW.

Volatilità nel tempo: La volatilità settimanale ( 6% ) di 2382 è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
1988n/aChee-Chun Leungwww.quantatw.com

Quanta Computer Inc. produce e vende computer portatili in Asia, America, Europa e a livello internazionale. L'azienda fornisce PC notebook; un portafoglio di server, dispositivi di archiviazione e switch di rete; telecamere, tra cui telecamere per autoveicoli, moduli per telecamere, dash-cam AI e soluzioni ADAS; e soluzioni sanitarie intelligenti. Offre soluzioni di mobile computing per la comunicazione wireless di PC notebook, periferiche di rete locale wireless, dispositivi multimediali wireless e apparecchiature informatiche wireless per la casa; soluzioni di cloud computing e di rete aziendale per soddisfare la domanda di cloud privati o ibridi da parte delle imprese, nonché soluzioni per l'intrattenimento domestico e la casa intelligente, tra cui home media center, sistemi di input touch intelligenti per computer portatili, desktop e terminali thin client, controller e sensori IoT intelligenti, altoparlanti intelligenti e server privati per la casa.

Quanta Computer Inc. Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Quanta Computer con la sua capitalizzazione di mercato?
2382 statistiche fondamentali
Capitalizzazione di mercatoNT$1.22t
Utili (TTM)NT$76.68b
Ricavi(TTM)NT$2.45t
15.9x
Rapporto P/E
0.5x
Rapporto P/S

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
2382 Conto economico (TTM)
RicaviNT$2.45t
Costo del fatturatoNT$2.30t
Profitto lordoNT$148.55b
Altre speseNT$71.87b
UtiliNT$76.68b

Ultimi utili riportati

Mar 31, 2026

Prossima data di guadagno

n/a

Utile per azione (EPS)19.89
Margine lordo6.07%
Margine di profitto netto3.13%
Rapporto debito/patrimonio netto219.6%

Come si è comportato 2382 nel lungo periodo?

Vedi performance storica e confronto

Dividendi

4.9%
Rendimento attuale del dividendo
78%
Rapporto di remunerazione

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/25 15:35
Prezzo dell'azione a fine giornata2026/05/25 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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

Quanta Computer Inc. è coperta da 34 analisti. 18 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.

AnalistaIstituzione
Skye ChenAletheia Analyst Network Limited
Warren LauAletheia Analyst Network Limited
Yingchao YangBarclays