View ValuationTung Thih Electronic 将来の成長Future 基準チェック /06現在、 Tung Thih Electronicの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Auto Components 収益成長20.1%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報Price Target Changed • Apr 27Price target decreased to NT$170Down from NT$328, the current price target is provided by 1 analyst. New target price is 13% above last closing price of NT$150. Stock is down 27% over the past year. The company is forecast to post earnings per share of NT$8.09 for next year compared to NT$5.44 last year.Major Estimate Revision • Aug 13Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from NT$10.06 to NT$9.04 per share. Revenue forecast steady at NT$9.13b. Net income forecast to grow 41% next year vs 31% growth forecast for Auto Components industry in Taiwan. Consensus price target down from NT$365 to NT$328. Share price fell 7.5% to NT$205 over the past week.Major Estimate Revision • Apr 11Consensus revenue estimates fall to NT$9.98bThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from NT$11.6b to NT$9.98b. EPS estimate fell from NT$14.37 to NT$10.06 per share. Net income forecast to grow 209% next year vs 83% growth forecast for Auto Components industry in Taiwan. Consensus price target down from NT$432 to NT$365. Share price was steady at NT$309 over the past week.すべての更新を表示Recent updatesReported Earnings • Aug 15Second quarter 2026 earnings released: NT$1.54 loss per share (vs NT$0.088 profit in 2Q 2025)Second quarter 2026 results: NT$1.54 loss per share (down from NT$0.088 profit in 2Q 2025). Revenue: NT$2.16b (up 9.0% from 2Q 2025). Net loss: NT$150.9m (down NT$159.5m from profit in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.Declared Dividend • Jul 11Dividend of NT$0.50 announcedShareholders will receive a dividend of NT$0.50. Ex-date: 27th July 2026 Payment date: 21st August 2026 Dividend yield will be 1.1%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (84% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 6.9% to shift the payout ratio to a potentially unsustainable range, which is less than the 36% EPS decline seen over the last 5 years.New Risk • Jun 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 37% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 34% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.Reported Earnings • May 18First quarter 2026 earnings released: EPS: NT$0.01 (vs NT$0.086 in 1Q 2025)First quarter 2026 results: EPS: NT$0.01 (down from NT$0.086 in 1Q 2025). Revenue: NT$1.73b (down 15% from 1Q 2025). Net income: NT$942.0k (down 89% from 1Q 2025). Profit margin: 0.1% (down from 0.4% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$0.67 (vs NT$1.48 in FY 2024)Full year 2025 results: EPS: NT$0.67 (down from NT$1.48 in FY 2024). Revenue: NT$8.46b (flat on FY 2024). Net income: NT$65.9m (down 55% from FY 2024). Profit margin: 0.8% (down from 1.7% in FY 2024). 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.お知らせ • Mar 12Tung Thih Electronic Co., Ltd., Annual General Meeting, Jun 24, 2026Tung Thih Electronic Co., Ltd., Annual General Meeting, Jun 24, 2026. Location: no,800, chung cheng n. rd., lujhu district, taoyuan city TaiwanReported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$0.21 (vs NT$0.19 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.21 (up from NT$0.19 in 3Q 2024). Revenue: NT$2.09b (up 1.1% from 3Q 2024). Net income: NT$20.1m (up 6.7% from 3Q 2024). Profit margin: 1.0% (up from 0.9% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: NT$0.09 (vs NT$0.32 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.09 (down from NT$0.32 in 2Q 2024). Revenue: NT$1.98b (down 4.0% from 2Q 2024). Net income: NT$8.66m (down 71% from 2Q 2024). Profit margin: 0.4% (down from 1.4% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.0% 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: Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (0.9% net profit margin).Upcoming Dividend • Jul 14Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 21 July 2025. Payment date: 15 August 2025. Payout ratio is on the higher end at 96%, however this is supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (4.8%).Declared Dividend • Jun 30Dividend of NT$0.80 announcedShareholders will receive a dividend of NT$0.80. Ex-date: 21st July 2025 Payment date: 15th August 2025 Dividend yield will be 1.4%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is well covered by cash flows (6% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 6.9% to bring the payout ratio under control, which is more than the 5.0% EPS growth achieved over the last 5 years.Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.09 (vs NT$0.80 in 1Q 2024)First quarter 2025 results: EPS: NT$0.09 (down from NT$0.80 in 1Q 2024). Revenue: NT$2.05b (down 1.7% from 1Q 2024). Net income: NT$8.45m (down 89% from 1Q 2024). Profit margin: 0.4% (down from 3.6% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.お知らせ • May 01Tung Thih Electronic Co., Ltd. to Report Q1, 2025 Results on May 08, 2025Tung Thih Electronic Co., Ltd. announced that they will report Q1, 2025 results on May 08, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$59.90, the stock trades at a trailing P/E ratio of 38.9x. Average trailing P/E is 15x in the Auto Components industry in Taiwan. Total loss to shareholders of 57% over the past three years.Reported Earnings • Mar 26Full year 2024 earnings released: EPS: NT$1.54 (vs NT$4.10 in FY 2023)Full year 2024 results: EPS: NT$1.54 (down from NT$4.10 in FY 2023). Revenue: NT$8.53b (down 14% from FY 2023). Net income: NT$144.9m (down 62% from FY 2023). Profit margin: 1.7% (down from 3.9% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.お知らせ • Mar 13+ 1 more updateTung Thih Electronic Co., Ltd., Annual General Meeting, Jun 27, 2025Tung Thih Electronic Co., Ltd., Annual General Meeting, Jun 27, 2025. Location: no,800, chung cheng n. rd., lujhu district, taoyuan city TaiwanNew Risk • Dec 16New major risk - Financial data availabilityThe 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 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 (7.5% average weekly change).New Risk • Nov 16New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.5% Last year net profit margin: 4.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: 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 (6.6% average weekly change). Profit margins are more than 30% lower than last year (2.5% net profit margin).Reported Earnings • Nov 16Third quarter 2024 earnings released: EPS: NT$0.20 (vs NT$1.76 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.20 (down from NT$1.76 in 3Q 2023). Revenue: NT$2.06b (down 23% from 3Q 2023). Net income: NT$18.8m (down 89% from 3Q 2023). Profit margin: 0.9% (down from 6.2% 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 18% per year whereas the company’s share price has fallen by 17% per year.New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 7.0% 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: 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 (7.0% average weekly change).Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$99.20, the stock trades at a trailing P/E ratio of 25.1x. Average forward P/E is 16x in the Auto Components industry in Taiwan. Total loss to shareholders of 44% over the past three years.Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.34 (vs NT$0.56 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.34 (down from NT$0.56 in 2Q 2023). Revenue: NT$2.06b (down 12% from 2Q 2023). Net income: NT$29.7m (down 38% from 2Q 2023). Profit margin: 1.4% (down from 2.0% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.お知らせ • Jul 25Tung Thih Electronic Co., Ltd. to Report Q2, 2024 Results on Aug 02, 2024Tung Thih Electronic Co., Ltd. announced that they will report Q2, 2024 results on Aug 02, 2024Upcoming Dividend • Jul 18Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 25 July 2024. Payment date: 22 August 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (3.2%).お知らせ • Jul 10Tung Thih Electronic Co., Ltd. Announces Cash Dividends, Payable on August 22, 2024Tung Thih Electronic Co., Ltd. announced TWD 2.0 in cash dividends per share amounted to TWD 171,185,898. Payment date of cash dividend distribution on August 22, 2024. Ex-rights (Ex-dividend) record date on August 1, 2024. Ex-rights (Ex-dividend) date on July 25, 2024.Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$0.88 (vs NT$0.82 in 1Q 2023)First quarter 2024 results: EPS: NT$0.88 (up from NT$0.82 in 1Q 2023). Revenue: NT$2.08b (up 7.4% from 1Q 2023). Net income: NT$75.1m (up 6.7% from 1Q 2023). Profit margin: 3.6% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 15% per year.Reported Earnings • Mar 29Full year 2023 earnings: EPS in line with analyst expectations despite revenue beatFull year 2023 results: EPS: NT$4.51 (down from NT$7.22 in FY 2022). Revenue: NT$9.92b (up 4.4% from FY 2022). Net income: NT$385.9m (down 38% from FY 2022). Profit margin: 3.9% (down from 6.5% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 14+ 1 more updateTung Thih Electronic Co., Ltd., Annual General Meeting, Jun 20, 2024Tung Thih Electronic Co., Ltd., Annual General Meeting, Jun 20, 2024. Location: Green Garden Restaurant, No. 800, Zhongzheng N. Rd., Luzhu Dist., Taoyuan City Taiwan Agenda: To consider Business Report for 2023; to consider Audit Committee’s Audit Report for 2023; to consider Compensation Plan for Employees and Directors for 2023; to consider Compensation Plan for Directors for 2023; to consider Report On the Distribution of Cash Dividends of the Company In 2023; to consider Report on the Revision of ”Rules of Procedure for the Board of Directors' Meetings"; to Acknowledge the Company's Business Report and Financial Statements for 2023; to Acknowledge the Company's Earnings Distribution Plan for the Year 2023; to consider 2023 issue of new shares through capitalization of earnings; and to consider other matters.Reported Earnings • Nov 15Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: NT$1.94 (down from NT$2.19 in 3Q 2022). Revenue: NT$2.67b (up 3.3% from 3Q 2022). Net income: NT$166.0m (down 12% from 3Q 2022). Profit margin: 6.2% (down from 7.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 23%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 9.4% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 11Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: NT$0.56 (down from NT$0.80 in 2Q 2022). Revenue: NT$2.35b (up 13% from 2Q 2022). Net income: NT$47.6m (down 30% from 2Q 2022). Profit margin: 2.0% (down from 3.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 03Upcoming dividend of NT$3.50 per share at 2.6% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (3.3%).Reported Earnings • Mar 29Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: NT$7.22 (up from NT$5.44 in FY 2021). Revenue: NT$9.50b (up 13% from FY 2021). Net income: NT$617.8m (up 33% from FY 2021). Profit margin: 6.5% (up from 5.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 68% per year whereas the company’s share price has increased by 72% per year.Reported Earnings • Nov 18Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: NT$2.19 (up from NT$0.097 in 3Q 2021). Revenue: NT$2.58b (up 39% from 3Q 2021). Net income: NT$187.5m (up NT$179.2m from 3Q 2021). Profit margin: 7.3% (up from 0.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 9.3%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. 3 independent directors (6 non-independent directors). Supervisor Yuwen Wu was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 13Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: NT$0.80 (down from NT$1.17 in 2Q 2021). Revenue: NT$2.08b (up 9.1% from 2Q 2021). Net income: NT$68.4m (down 32% from 2Q 2021). Profit margin: 3.3% (down from 5.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 8.0%, compared to a 16% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 09Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 16 August 2022. Payment date: 08 September 2022. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 1.7%. Lower than top quartile of Taiwanese dividend payers (6.6%). Lower than average of industry peers (2.7%).Valuation Update With 7 Day Price Move • Jul 06Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to NT$133, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Auto Components industry in Taiwan. Total returns to shareholders of 96% over the past three years.Reported Earnings • May 17First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: NT$2.49 (up from NT$2.08 in 1Q 2021). Revenue: NT$2.34b (up 8.6% from 1Q 2021). Net income: NT$212.9m (up 20% from 1Q 2021). Profit margin: 9.1% (up from 8.3% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.5%. Over the next year, revenue is forecast to grow 7.0%, compared to a 10% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 27Price target decreased to NT$170Down from NT$328, the current price target is provided by 1 analyst. New target price is 13% above last closing price of NT$150. Stock is down 27% over the past year. The company is forecast to post earnings per share of NT$8.09 for next year compared to NT$5.44 last year.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. 3 independent directors (6 non-independent directors). Supervisor Yuwen Wu was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$177, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Auto Components industry in Taiwan. Total returns to shareholders of 121% over the past three years.Reported Earnings • Apr 03Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$5.44 (up from NT$3.26 in FY 2020). Revenue: NT$8.39b (up 18% from FY 2020). Net income: NT$465.6m (up 67% from FY 2020). Profit margin: 5.6% (up from 3.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.5%. Earnings per share (EPS) also missed analyst estimates by 36%. Over the next year, revenue is forecast to grow 22%, compared to a 9.9% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 31Tung Thih Electronic Co., Ltd., Annual General Meeting, Jun 30, 2022Tung Thih Electronic Co., Ltd., Annual General Meeting, Jun 30, 2022.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$152, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Auto Components industry in Taiwan. Total returns to shareholders of 145% over the past three years.Reported Earnings • Nov 16Third quarter 2021 earnings released: EPS NT$0.10 (vs NT$1.59 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.86b (down 4.1% from 3Q 2020). Net income: NT$8.27m (down 94% from 3Q 2020). Profit margin: 0.4% (down from 7.0% in 3Q 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$184, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Auto Components industry in Taiwan. Total returns to shareholders of 122% over the past three years.Major Estimate Revision • Aug 13Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from NT$10.06 to NT$9.04 per share. Revenue forecast steady at NT$9.13b. Net income forecast to grow 41% next year vs 31% growth forecast for Auto Components industry in Taiwan. Consensus price target down from NT$365 to NT$328. Share price fell 7.5% to NT$205 over the past week.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$1.17 (vs NT$0.20 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$1.91b (up 36% from 2Q 2020). Net income: NT$100.0m (up NT$117.5m from 2Q 2020). Profit margin: 5.2% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$244, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Auto Components industry in Taiwan. Total returns to shareholders of 159% over the past three years.Valuation Update With 7 Day Price Move • May 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$180, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Auto Components industry in Taiwan. Total returns to shareholders of 76% over the past three years.Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$2.08 (vs NT$1.16 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.15b (up 103% from 1Q 2020). Net income: NT$177.9m (up NT$277.1m from 1Q 2020). Profit margin: 8.3% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.Valuation Update With 7 Day Price Move • May 04Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to NT$185, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Auto Components industry in Taiwan. Total returns to shareholders of 78% over the past three years.Valuation Update With 7 Day Price Move • Apr 15Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to NT$251, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the Auto Components industry in Taiwan. Total returns to shareholders of 101% over the past three years.分析記事 • Apr 11This Broker Just Slashed Their Tung Thih Electronic Co., Ltd. (GTSM:3552) Earnings ForecastsOne thing we could say about the covering analyst on Tung Thih Electronic Co., Ltd. ( GTSM:3552 ) - they aren't...Major Estimate Revision • Apr 11Consensus revenue estimates fall to NT$9.98bThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from NT$11.6b to NT$9.98b. EPS estimate fell from NT$14.37 to NT$10.06 per share. Net income forecast to grow 209% next year vs 83% growth forecast for Auto Components industry in Taiwan. Consensus price target down from NT$432 to NT$365. Share price was steady at NT$309 over the past week.Reported Earnings • Apr 01Full year 2020 earnings released: EPS NT$3.26 (vs NT$2.23 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$7.09b (down 2.3% from FY 2019). Net income: NT$279.0m (up NT$470.2m from FY 2019). Profit margin: 3.9% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.分析記事 • Mar 17Tung Thih Electronic Co., Ltd.'s (GTSM:3552) Has Been On A Rise But Financial Prospects Look Weak: Is The Stock Overpriced?Tung Thih Electronic's (GTSM:3552) stock is up by a considerable 65% over the past three months. However, we decided to...Is New 90 Day High Low • Feb 19New 90-day high: NT$348The company is up 130% from its price of NT$151 on 20 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 7.0% over the same period.分析記事 • Feb 18The Tung Thih Electronic (GTSM:3552) Share Price Has Soared 438%, Delighting Many ShareholdersActive investing isn't easy, but for those that do it, the aim is to find the best companies to buy, and to profit...分析記事 • Jan 26Calculating The Fair Value Of Tung Thih Electronic Co., Ltd. (GTSM:3552)In this article we are going to estimate the intrinsic value of Tung Thih Electronic Co., Ltd. ( GTSM:3552 ) by...Is New 90 Day High Low • Jan 22New 90-day high: NT$283The company is up 110% from its price of NT$135 on 23 October 2020. The Taiwanese market is up 23% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 11% over the same period.分析記事 • Jan 05Can Tung Thih Electronic (GTSM:3552) Turn Things Around?If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...Is New 90 Day High Low • Dec 24New 90-day high: NT$184The company is up 112% from its price of NT$86.70 on 25 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 15% over the same period.分析記事 • Dec 09Tung Thih Electronic Co., Ltd.'s (GTSM:3552) Stock Going Strong But Fundamentals Look Weak: What Implications Could This Have On The Stock?Most readers would already be aware that Tung Thih Electronic's (GTSM:3552) stock increased significantly by 106% over...Is New 90 Day High Low • Dec 08New 90-day high: NT$182The company is up 101% from its price of NT$90.40 on 09 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 11% over the same period.Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$1.59The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$1.94b (up 18% from 3Q 2019). Net income: NT$136.1m (up NT$304.5m from 3Q 2019). Profit margin: 7.0% (up from net loss in 3Q 2019). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 72% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Is New 90 Day High Low • Nov 06New 90-day high: NT$148The company is up 50% from its price of NT$98.40 on 07 August 2020. The Taiwanese market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 6.0% over the same period.Is New 90 Day High Low • Oct 14New 90-day high: NT$115The company is up 57% from its price of NT$72.80 on 16 July 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 1.0% over the same period. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Tung Thih Electronic は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TPEX:3552 - アナリストの将来予測と過去の財務データ ( )TWD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/20268,329-1012468N/A3/31/20268,15058190448N/A12/31/20258,4616629272N/A9/30/20258,44059181366N/A6/30/20258,41657563636N/A3/31/20258,498781,3271,583N/A12/31/20248,5341451,3021,667N/A9/30/20249,1722261,1421,524N/A6/30/20249,7753736441,022N/A3/31/202410,0633917841,050N/A12/31/20239,9193861,5911,806N/A9/30/20239,4584331,6661,894N/A6/30/20239,3724542,0162,256N/A3/31/20239,1034759041,099N/A12/31/20229,503618421605N/A9/30/20229,464648132325N/A6/30/20228,747469-8855N/A3/31/20228,57350183283N/A12/31/20218,38946652260N/A9/30/20218,609546-16427N/A6/30/20218,68867410248N/A3/31/20218,186556114301N/A12/31/20207,092279278447N/A9/30/20206,639184468663N/A6/30/20206,338-120297458N/A3/31/20206,572-249N/A564N/A12/31/20197,260-191N/A293N/A9/30/20197,103-477N/A71N/A6/30/20197,046-523N/A-69N/A3/31/20197,178-377N/A13N/A12/31/20187,438-261N/A516N/A9/30/20187,78026N/A1,116N/A6/30/20187,850304N/A1,535N/A3/31/20187,765420N/A1,487N/A12/31/20177,808430N/A1,118N/A9/30/20177,909537N/A677N/A6/30/20178,392712N/A386N/A3/31/20178,990863N/A362N/A12/31/20169,8631,204N/A118N/A9/30/20169,6801,210N/A383N/A6/30/20169,2211,195N/A404N/A3/31/20168,5311,095N/A105N/A12/31/20157,039790N/A84N/A9/30/20156,137655N/A-191N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 3552の予測収益成長が 貯蓄率 ( 1.3% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 3552の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 3552の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 3552の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 3552の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 3552の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YAutomobiles 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/24 00:03終値2026/08/24 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Tung Thih Electronic Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関Junhong PanCGS InternationalC. ChenHSBCChih-Hung ChangJ.P. Morgan7 その他のアナリストを表示
Price Target Changed • Apr 27Price target decreased to NT$170Down from NT$328, the current price target is provided by 1 analyst. New target price is 13% above last closing price of NT$150. Stock is down 27% over the past year. The company is forecast to post earnings per share of NT$8.09 for next year compared to NT$5.44 last year.
Major Estimate Revision • Aug 13Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from NT$10.06 to NT$9.04 per share. Revenue forecast steady at NT$9.13b. Net income forecast to grow 41% next year vs 31% growth forecast for Auto Components industry in Taiwan. Consensus price target down from NT$365 to NT$328. Share price fell 7.5% to NT$205 over the past week.
Major Estimate Revision • Apr 11Consensus revenue estimates fall to NT$9.98bThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from NT$11.6b to NT$9.98b. EPS estimate fell from NT$14.37 to NT$10.06 per share. Net income forecast to grow 209% next year vs 83% growth forecast for Auto Components industry in Taiwan. Consensus price target down from NT$432 to NT$365. Share price was steady at NT$309 over the past week.
Reported Earnings • Aug 15Second quarter 2026 earnings released: NT$1.54 loss per share (vs NT$0.088 profit in 2Q 2025)Second quarter 2026 results: NT$1.54 loss per share (down from NT$0.088 profit in 2Q 2025). Revenue: NT$2.16b (up 9.0% from 2Q 2025). Net loss: NT$150.9m (down NT$159.5m from profit in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
Declared Dividend • Jul 11Dividend of NT$0.50 announcedShareholders will receive a dividend of NT$0.50. Ex-date: 27th July 2026 Payment date: 21st August 2026 Dividend yield will be 1.1%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (84% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 6.9% to shift the payout ratio to a potentially unsustainable range, which is less than the 36% EPS decline seen over the last 5 years.
New Risk • Jun 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 37% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 34% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.
Reported Earnings • May 18First quarter 2026 earnings released: EPS: NT$0.01 (vs NT$0.086 in 1Q 2025)First quarter 2026 results: EPS: NT$0.01 (down from NT$0.086 in 1Q 2025). Revenue: NT$1.73b (down 15% from 1Q 2025). Net income: NT$942.0k (down 89% from 1Q 2025). Profit margin: 0.1% (down from 0.4% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$0.67 (vs NT$1.48 in FY 2024)Full year 2025 results: EPS: NT$0.67 (down from NT$1.48 in FY 2024). Revenue: NT$8.46b (flat on FY 2024). Net income: NT$65.9m (down 55% from FY 2024). Profit margin: 0.8% (down from 1.7% in FY 2024). 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.
お知らせ • Mar 12Tung Thih Electronic Co., Ltd., Annual General Meeting, Jun 24, 2026Tung Thih Electronic Co., Ltd., Annual General Meeting, Jun 24, 2026. Location: no,800, chung cheng n. rd., lujhu district, taoyuan city Taiwan
Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$0.21 (vs NT$0.19 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.21 (up from NT$0.19 in 3Q 2024). Revenue: NT$2.09b (up 1.1% from 3Q 2024). Net income: NT$20.1m (up 6.7% from 3Q 2024). Profit margin: 1.0% (up from 0.9% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: NT$0.09 (vs NT$0.32 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.09 (down from NT$0.32 in 2Q 2024). Revenue: NT$1.98b (down 4.0% from 2Q 2024). Net income: NT$8.66m (down 71% from 2Q 2024). Profit margin: 0.4% (down from 1.4% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.0% 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: Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (0.9% net profit margin).
Upcoming Dividend • Jul 14Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 21 July 2025. Payment date: 15 August 2025. Payout ratio is on the higher end at 96%, however this is supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (4.8%).
Declared Dividend • Jun 30Dividend of NT$0.80 announcedShareholders will receive a dividend of NT$0.80. Ex-date: 21st July 2025 Payment date: 15th August 2025 Dividend yield will be 1.4%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is well covered by cash flows (6% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 6.9% to bring the payout ratio under control, which is more than the 5.0% EPS growth achieved over the last 5 years.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.09 (vs NT$0.80 in 1Q 2024)First quarter 2025 results: EPS: NT$0.09 (down from NT$0.80 in 1Q 2024). Revenue: NT$2.05b (down 1.7% from 1Q 2024). Net income: NT$8.45m (down 89% from 1Q 2024). Profit margin: 0.4% (down from 3.6% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
お知らせ • May 01Tung Thih Electronic Co., Ltd. to Report Q1, 2025 Results on May 08, 2025Tung Thih Electronic Co., Ltd. announced that they will report Q1, 2025 results on May 08, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$59.90, the stock trades at a trailing P/E ratio of 38.9x. Average trailing P/E is 15x in the Auto Components industry in Taiwan. Total loss to shareholders of 57% over the past three years.
Reported Earnings • Mar 26Full year 2024 earnings released: EPS: NT$1.54 (vs NT$4.10 in FY 2023)Full year 2024 results: EPS: NT$1.54 (down from NT$4.10 in FY 2023). Revenue: NT$8.53b (down 14% from FY 2023). Net income: NT$144.9m (down 62% from FY 2023). Profit margin: 1.7% (down from 3.9% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 13+ 1 more updateTung Thih Electronic Co., Ltd., Annual General Meeting, Jun 27, 2025Tung Thih Electronic Co., Ltd., Annual General Meeting, Jun 27, 2025. Location: no,800, chung cheng n. rd., lujhu district, taoyuan city Taiwan
New Risk • Dec 16New major risk - Financial data availabilityThe 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 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 (7.5% average weekly change).
New Risk • Nov 16New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.5% Last year net profit margin: 4.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: 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 (6.6% average weekly change). Profit margins are more than 30% lower than last year (2.5% net profit margin).
Reported Earnings • Nov 16Third quarter 2024 earnings released: EPS: NT$0.20 (vs NT$1.76 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.20 (down from NT$1.76 in 3Q 2023). Revenue: NT$2.06b (down 23% from 3Q 2023). Net income: NT$18.8m (down 89% from 3Q 2023). Profit margin: 0.9% (down from 6.2% 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 18% per year whereas the company’s share price has fallen by 17% per year.
New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 7.0% 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: 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 (7.0% average weekly change).
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$99.20, the stock trades at a trailing P/E ratio of 25.1x. Average forward P/E is 16x in the Auto Components industry in Taiwan. Total loss to shareholders of 44% over the past three years.
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.34 (vs NT$0.56 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.34 (down from NT$0.56 in 2Q 2023). Revenue: NT$2.06b (down 12% from 2Q 2023). Net income: NT$29.7m (down 38% from 2Q 2023). Profit margin: 1.4% (down from 2.0% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
お知らせ • Jul 25Tung Thih Electronic Co., Ltd. to Report Q2, 2024 Results on Aug 02, 2024Tung Thih Electronic Co., Ltd. announced that they will report Q2, 2024 results on Aug 02, 2024
Upcoming Dividend • Jul 18Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 25 July 2024. Payment date: 22 August 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (3.2%).
お知らせ • Jul 10Tung Thih Electronic Co., Ltd. Announces Cash Dividends, Payable on August 22, 2024Tung Thih Electronic Co., Ltd. announced TWD 2.0 in cash dividends per share amounted to TWD 171,185,898. Payment date of cash dividend distribution on August 22, 2024. Ex-rights (Ex-dividend) record date on August 1, 2024. Ex-rights (Ex-dividend) date on July 25, 2024.
Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$0.88 (vs NT$0.82 in 1Q 2023)First quarter 2024 results: EPS: NT$0.88 (up from NT$0.82 in 1Q 2023). Revenue: NT$2.08b (up 7.4% from 1Q 2023). Net income: NT$75.1m (up 6.7% from 1Q 2023). Profit margin: 3.6% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 15% per year.
Reported Earnings • Mar 29Full year 2023 earnings: EPS in line with analyst expectations despite revenue beatFull year 2023 results: EPS: NT$4.51 (down from NT$7.22 in FY 2022). Revenue: NT$9.92b (up 4.4% from FY 2022). Net income: NT$385.9m (down 38% from FY 2022). Profit margin: 3.9% (down from 6.5% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 14+ 1 more updateTung Thih Electronic Co., Ltd., Annual General Meeting, Jun 20, 2024Tung Thih Electronic Co., Ltd., Annual General Meeting, Jun 20, 2024. Location: Green Garden Restaurant, No. 800, Zhongzheng N. Rd., Luzhu Dist., Taoyuan City Taiwan Agenda: To consider Business Report for 2023; to consider Audit Committee’s Audit Report for 2023; to consider Compensation Plan for Employees and Directors for 2023; to consider Compensation Plan for Directors for 2023; to consider Report On the Distribution of Cash Dividends of the Company In 2023; to consider Report on the Revision of ”Rules of Procedure for the Board of Directors' Meetings"; to Acknowledge the Company's Business Report and Financial Statements for 2023; to Acknowledge the Company's Earnings Distribution Plan for the Year 2023; to consider 2023 issue of new shares through capitalization of earnings; and to consider other matters.
Reported Earnings • Nov 15Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: NT$1.94 (down from NT$2.19 in 3Q 2022). Revenue: NT$2.67b (up 3.3% from 3Q 2022). Net income: NT$166.0m (down 12% from 3Q 2022). Profit margin: 6.2% (down from 7.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 23%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 9.4% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 11Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: NT$0.56 (down from NT$0.80 in 2Q 2022). Revenue: NT$2.35b (up 13% from 2Q 2022). Net income: NT$47.6m (down 30% from 2Q 2022). Profit margin: 2.0% (down from 3.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 03Upcoming dividend of NT$3.50 per share at 2.6% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (3.3%).
Reported Earnings • Mar 29Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: NT$7.22 (up from NT$5.44 in FY 2021). Revenue: NT$9.50b (up 13% from FY 2021). Net income: NT$617.8m (up 33% from FY 2021). Profit margin: 6.5% (up from 5.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 68% per year whereas the company’s share price has increased by 72% per year.
Reported Earnings • Nov 18Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: NT$2.19 (up from NT$0.097 in 3Q 2021). Revenue: NT$2.58b (up 39% from 3Q 2021). Net income: NT$187.5m (up NT$179.2m from 3Q 2021). Profit margin: 7.3% (up from 0.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 9.3%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. 3 independent directors (6 non-independent directors). Supervisor Yuwen Wu was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 13Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: NT$0.80 (down from NT$1.17 in 2Q 2021). Revenue: NT$2.08b (up 9.1% from 2Q 2021). Net income: NT$68.4m (down 32% from 2Q 2021). Profit margin: 3.3% (down from 5.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 8.0%, compared to a 16% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 09Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 16 August 2022. Payment date: 08 September 2022. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 1.7%. Lower than top quartile of Taiwanese dividend payers (6.6%). Lower than average of industry peers (2.7%).
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to NT$133, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Auto Components industry in Taiwan. Total returns to shareholders of 96% over the past three years.
Reported Earnings • May 17First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: NT$2.49 (up from NT$2.08 in 1Q 2021). Revenue: NT$2.34b (up 8.6% from 1Q 2021). Net income: NT$212.9m (up 20% from 1Q 2021). Profit margin: 9.1% (up from 8.3% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.5%. Over the next year, revenue is forecast to grow 7.0%, compared to a 10% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 27Price target decreased to NT$170Down from NT$328, the current price target is provided by 1 analyst. New target price is 13% above last closing price of NT$150. Stock is down 27% over the past year. The company is forecast to post earnings per share of NT$8.09 for next year compared to NT$5.44 last year.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. 3 independent directors (6 non-independent directors). Supervisor Yuwen Wu was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$177, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Auto Components industry in Taiwan. Total returns to shareholders of 121% over the past three years.
Reported Earnings • Apr 03Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$5.44 (up from NT$3.26 in FY 2020). Revenue: NT$8.39b (up 18% from FY 2020). Net income: NT$465.6m (up 67% from FY 2020). Profit margin: 5.6% (up from 3.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.5%. Earnings per share (EPS) also missed analyst estimates by 36%. Over the next year, revenue is forecast to grow 22%, compared to a 9.9% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 31Tung Thih Electronic Co., Ltd., Annual General Meeting, Jun 30, 2022Tung Thih Electronic Co., Ltd., Annual General Meeting, Jun 30, 2022.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$152, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Auto Components industry in Taiwan. Total returns to shareholders of 145% over the past three years.
Reported Earnings • Nov 16Third quarter 2021 earnings released: EPS NT$0.10 (vs NT$1.59 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.86b (down 4.1% from 3Q 2020). Net income: NT$8.27m (down 94% from 3Q 2020). Profit margin: 0.4% (down from 7.0% in 3Q 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$184, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Auto Components industry in Taiwan. Total returns to shareholders of 122% over the past three years.
Major Estimate Revision • Aug 13Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from NT$10.06 to NT$9.04 per share. Revenue forecast steady at NT$9.13b. Net income forecast to grow 41% next year vs 31% growth forecast for Auto Components industry in Taiwan. Consensus price target down from NT$365 to NT$328. Share price fell 7.5% to NT$205 over the past week.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$1.17 (vs NT$0.20 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$1.91b (up 36% from 2Q 2020). Net income: NT$100.0m (up NT$117.5m from 2Q 2020). Profit margin: 5.2% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$244, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Auto Components industry in Taiwan. Total returns to shareholders of 159% over the past three years.
Valuation Update With 7 Day Price Move • May 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$180, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Auto Components industry in Taiwan. Total returns to shareholders of 76% over the past three years.
Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$2.08 (vs NT$1.16 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.15b (up 103% from 1Q 2020). Net income: NT$177.9m (up NT$277.1m from 1Q 2020). Profit margin: 8.3% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.
Valuation Update With 7 Day Price Move • May 04Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to NT$185, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Auto Components industry in Taiwan. Total returns to shareholders of 78% over the past three years.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to NT$251, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the Auto Components industry in Taiwan. Total returns to shareholders of 101% over the past three years.
分析記事 • Apr 11This Broker Just Slashed Their Tung Thih Electronic Co., Ltd. (GTSM:3552) Earnings ForecastsOne thing we could say about the covering analyst on Tung Thih Electronic Co., Ltd. ( GTSM:3552 ) - they aren't...
Major Estimate Revision • Apr 11Consensus revenue estimates fall to NT$9.98bThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from NT$11.6b to NT$9.98b. EPS estimate fell from NT$14.37 to NT$10.06 per share. Net income forecast to grow 209% next year vs 83% growth forecast for Auto Components industry in Taiwan. Consensus price target down from NT$432 to NT$365. Share price was steady at NT$309 over the past week.
Reported Earnings • Apr 01Full year 2020 earnings released: EPS NT$3.26 (vs NT$2.23 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$7.09b (down 2.3% from FY 2019). Net income: NT$279.0m (up NT$470.2m from FY 2019). Profit margin: 3.9% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.
分析記事 • Mar 17Tung Thih Electronic Co., Ltd.'s (GTSM:3552) Has Been On A Rise But Financial Prospects Look Weak: Is The Stock Overpriced?Tung Thih Electronic's (GTSM:3552) stock is up by a considerable 65% over the past three months. However, we decided to...
Is New 90 Day High Low • Feb 19New 90-day high: NT$348The company is up 130% from its price of NT$151 on 20 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 7.0% over the same period.
分析記事 • Feb 18The Tung Thih Electronic (GTSM:3552) Share Price Has Soared 438%, Delighting Many ShareholdersActive investing isn't easy, but for those that do it, the aim is to find the best companies to buy, and to profit...
分析記事 • Jan 26Calculating The Fair Value Of Tung Thih Electronic Co., Ltd. (GTSM:3552)In this article we are going to estimate the intrinsic value of Tung Thih Electronic Co., Ltd. ( GTSM:3552 ) by...
Is New 90 Day High Low • Jan 22New 90-day high: NT$283The company is up 110% from its price of NT$135 on 23 October 2020. The Taiwanese market is up 23% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 11% over the same period.
分析記事 • Jan 05Can Tung Thih Electronic (GTSM:3552) Turn Things Around?If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
Is New 90 Day High Low • Dec 24New 90-day high: NT$184The company is up 112% from its price of NT$86.70 on 25 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 15% over the same period.
分析記事 • Dec 09Tung Thih Electronic Co., Ltd.'s (GTSM:3552) Stock Going Strong But Fundamentals Look Weak: What Implications Could This Have On The Stock?Most readers would already be aware that Tung Thih Electronic's (GTSM:3552) stock increased significantly by 106% over...
Is New 90 Day High Low • Dec 08New 90-day high: NT$182The company is up 101% from its price of NT$90.40 on 09 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 11% over the same period.
Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$1.59The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$1.94b (up 18% from 3Q 2019). Net income: NT$136.1m (up NT$304.5m from 3Q 2019). Profit margin: 7.0% (up from net loss in 3Q 2019). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 72% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Is New 90 Day High Low • Nov 06New 90-day high: NT$148The company is up 50% from its price of NT$98.40 on 07 August 2020. The Taiwanese market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 6.0% over the same period.
Is New 90 Day High Low • Oct 14New 90-day high: NT$115The company is up 57% from its price of NT$72.80 on 16 July 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 1.0% over the same period.