View ValuationMobiletron ElectronicsLtd 将来の成長Future 基準チェック /06現在、 Mobiletron ElectronicsLtd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24.2%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更新なしすべての更新を表示Recent updatesReported Earnings • May 19First quarter 2026 earnings released: EPS: NT$0.84 (vs NT$0.21 loss in 1Q 2025)First quarter 2026 results: EPS: NT$0.84 (up from NT$0.21 loss in 1Q 2025). Revenue: NT$1.29b (up 63% from 1Q 2025). Net income: NT$82.3m (up NT$102.6m from 1Q 2025). Profit margin: 6.4% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$0.58 (vs NT$1.11 loss in FY 2024)Full year 2025 results: EPS: NT$0.58 (up from NT$1.11 loss in FY 2024). Revenue: NT$4.00b (up 20% from FY 2024). Net income: NT$57.6m (up NT$167.2m from FY 2024). Profit margin: 1.4% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.お知らせ • Mar 11Mobiletron Electronics Co.,Ltd., Annual General Meeting, Jun 23, 2026Mobiletron Electronics Co.,Ltd., Annual General Meeting, Jun 23, 2026. Location: no,85, sec.4 chung ch`ing rd., daya district, taichung city TaiwanNew Risk • Jan 08New 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 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (9.4% operating cash flow to total debt). Earnings have declined by 51% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (NT$3.15b market cap, or US$99.9m).New Risk • Nov 28New 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 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings have declined by 51% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Market cap is less than US$100m (NT$3.07b market cap, or US$98.2m).Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: NT$0.46 (vs NT$0.60 loss in 3Q 2024)Third quarter 2025 results: EPS: NT$0.46 (up from NT$0.60 loss in 3Q 2024). Revenue: NT$1.07b (up 86% from 3Q 2024). Net income: NT$45.8m (up NT$104.5m from 3Q 2024). Profit margin: 4.3% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.New Risk • Oct 22New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.07b (US$99.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Earnings have declined by 58% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$3.07b market cap, or US$99.9m).Reported Earnings • Aug 15Second quarter 2025 earnings released: NT$0.40 loss per share (vs NT$0.52 loss in 2Q 2024)Second quarter 2025 results: NT$0.40 loss per share (improved from NT$0.52 loss in 2Q 2024). Revenue: NT$938.1m (up 43% from 2Q 2024). Net loss: NT$39.6m (loss narrowed 23% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 62% 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.Reported Earnings • May 10First quarter 2025 earnings released: NT$0.21 loss per share (vs NT$0.72 loss in 1Q 2024)First quarter 2025 results: NT$0.21 loss per share (improved from NT$0.72 loss in 1Q 2024). Revenue: NT$791.1m (up 8.3% from 1Q 2024). Net loss: NT$20.3m (loss narrowed 71% from 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • May 05Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to NT$30.55. The fair value is estimated to be NT$39.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Apr 27Mobiletron Electronics Co.,Ltd. to Report Q1, 2025 Results on May 06, 2025Mobiletron Electronics Co.,Ltd. announced that they will report Q1, 2025 results on May 06, 2025New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.11b (US$94.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (5.8% operating cash flow to total debt). Earnings have declined by 64% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$3.11b market cap, or US$94.1m).Buy Or Sell Opportunity • Apr 07Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to NT$31.55. The fair value is estimated to be NT$41.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Mar 14Full year 2024 earnings released: NT$1.11 loss per share (vs NT$1.31 loss in FY 2023)Full year 2024 results: NT$1.11 loss per share (improved from NT$1.31 loss in FY 2023). Revenue: NT$3.35b (down 16% from FY 2023). Net loss: NT$109.6m (loss narrowed 15% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.お知らせ • Mar 12Mobiletron Electronics Co.,Ltd., Annual General Meeting, Jun 17, 2025Mobiletron Electronics Co.,Ltd., Annual General Meeting, Jun 17, 2025. Location: no,85, sec.4 chung ch`ing rd., daya district, taichung city TaiwanReported Earnings • Nov 18Third quarter 2024 earnings released: NT$0.60 loss per share (vs NT$0.048 profit in 3Q 2023)Third quarter 2024 results: NT$0.60 loss per share (down from NT$0.048 profit in 3Q 2023). Revenue: NT$577.4m (down 45% from 3Q 2023). Net loss: NT$58.7m (down NT$63.4m from profit in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.お知らせ • Nov 05Mobiletron Electronics Co.,Ltd. to Report Q3, 2024 Results on Nov 12, 2024Mobiletron Electronics Co.,Ltd. announced that they will report Q3, 2024 results on Nov 12, 2024Reported Earnings • Aug 10Second quarter 2024 earnings released: NT$0.52 loss per share (vs NT$0.43 loss in 2Q 2023)Second quarter 2024 results: NT$0.52 loss per share (further deteriorated from NT$0.43 loss in 2Q 2023). Revenue: NT$657.2m (down 40% from 2Q 2023). Net loss: NT$51.7m (loss widened 21% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.Reported Earnings • May 10First quarter 2024 earnings released: NT$0.72 loss per share (vs NT$0.48 loss in 1Q 2023)First quarter 2024 results: NT$0.72 loss per share (further deteriorated from NT$0.48 loss in 1Q 2023). Revenue: NT$730.6m (down 21% from 1Q 2023). Net loss: NT$70.7m (loss widened 50% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.お知らせ • Mar 14Mobiletron Electronics Co.,Ltd., Annual General Meeting, Jun 18, 2024Mobiletron Electronics Co.,Ltd., Annual General Meeting, Jun 18, 2024. Location: 3.Shareholders meeting location:85,Sec.4, Chung-Ching Road, Ta-Ya District, Taichung City 42880 Taichung City Taiwan Agenda: To consider 2023 Business Report and 2024 Business Plan; to consider Audit committee report for 2023 consolidated financial report; to consider the company and its subsidiaries endorsement to ensure its necessity and rationality shall be reported; to Obtain right-of-use asset reports from related parties; to Obtain RAC Electric Vehicles Inc. Securities Report to adopt amendments to Procedures for Acquisition and Disposal of assets; to adopt the revision of Procedures for Loaning of Funds.Reported Earnings • Mar 14Full year 2023 earnings released: NT$1.31 loss per share (vs NT$0.40 profit in FY 2022)Full year 2023 results: NT$1.31 loss per share (down from NT$0.40 profit in FY 2022). Revenue: NT$4.00b (up 19% from FY 2022). Net loss: NT$129.4m (down 431% from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.お知らせ • Mar 13Mobiletron Electronics Co.,Ltd. Announces the Addition of Two Directors on Behalf of Mobiletron Limited, an Important SubsidiaryMobiletron Electronics Co.,Ltd. announced the addition of two directors on behalf of Mobiletron Limited, an important subsidiary. Elected or changed position: Institutional director. Title and name of the new position holder: YU-CHENG TSAI, representative of Stonewall Venture Inc. CHEN-KU WEI, representative of Stonewall Venture Inc. Resume of the new position holder: YU-CHENG TSAI: Legal person director of Mobiletron Ningbo, CHEN-KU WEI: Legal person director of Mobiletron Ningbo. Reason for the change: new appointment. Effective date of the new appointment: March 12, 2024.Reported Earnings • Aug 14Second quarter 2023 earnings released: NT$0.43 loss per share (vs NT$0.30 profit in 2Q 2022)Second quarter 2023 results: NT$0.43 loss per share (down from NT$0.30 profit in 2Q 2022). Revenue: NT$1.10b (up 41% from 2Q 2022). Net loss: NT$42.7m (down 244% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.お知らせ • Jun 15Mobiletron Electronics Co.,Ltd. Appoints Wu-Hua Su as Member of Audit CommitteeMobiletron Electronics Co.,Ltd. appointed WU-HUA SU as member of Audit Committee. Resume of the new position holder is WU-HUA SU:Independent Director, Member of the Audit Committee of the company. Effective date of the new member is June 13, 2023.お知らせ • Jun 14Mobiletron Electronics Co.,Ltd. Announces Board ChangesMobiletron Electronics Co.,Ltd. at its annual general meeting held on June 13, 2023, approved the appointment of WU-HUA SU as Independent Director in place of CHIH-HUI TSAI, Director. WU-HUA SU, Independent Director, Member of the Audit Committee of the company. The changes are effective from June 13, 2023.Reported Earnings • Mar 26Full year 2022 earnings released: EPS: NT$0.40 (vs NT$0.88 in FY 2021)Full year 2022 results: EPS: NT$0.40 (down from NT$0.88 in FY 2021). Revenue: NT$3.37b (up 15% from FY 2021). Net income: NT$39.2m (down 55% from FY 2021). Profit margin: 1.2% (down from 3.0% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$0.22 (vs NT$0.46 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.22 (down from NT$0.46 in 3Q 2021). Revenue: NT$897.3m (up 23% from 3Q 2021). Net income: NT$21.3m (down 53% from 3Q 2021). Profit margin: 2.4% (down from 6.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. 3 independent directors (8 non-independent directors). Director Wei-Lan Tseng is the most experienced director on the board, commencing their role in 2020. Independent Director Ri-Xin She was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$0.22 (vs NT$0.46 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.22 (down from NT$0.46 in 3Q 2021). Revenue: NT$897.3m (up 23% from 3Q 2021). Net income: NT$21.3m (down 53% from 3Q 2021). Profit margin: 2.4% (down from 6.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Nov 01Mobiletron Electronics Co.,Ltd. Announces Executive ChangesMobiletron Electronics Co.,Ltd. announced the retirement of Chen-Ku Wei as research and development officer and appointed Sheng-Shiung Lin as research and development officer of the company, with effect from October 31, 2022.お知らせ • Sep 14Mobiletron Electronics Co.,Ltd. Announces Change of SpokespersonMobiletron Electronics Co.,Ltd. announced Change of Spokesperson. Name, title, and resume of the previous position holder: Aggie Tsai,spokesperson. Name, title, and resume of the new position holder: Nancy Tsai, chief financial officer. Reason for the change: retirement. Effective date: September 12, 2022.お知らせ • Sep 13Mobiletron Electronics Co.,Ltd. Announces Change of Accounting Officer and Corporate Governance OfficerMobiletron Electronics Co.,Ltd. announced Change of Accounting Officer And Corporate Governance Officer. Name, title, and resume of the previous position holder is Aggie Tsai, accounting officer and corporate governance officer. Name, title, and resume of the new position holder is Zhiwei Zhan, senior specialist of central staff office for Sunko Ink Co. Ltd. Effective date is September 12, 2022.Upcoming Dividend • Aug 29Upcoming dividend of NT$0.30 per shareEligible shareholders must have bought the stock before 05 September 2022. Payment date: 21 September 2022. Trailing yield: 0.5%. Lower than top quartile of Taiwanese dividend payers (6.4%). Lower than average of industry peers (2.6%).Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.30 (vs NT$0.28 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.30 (up from NT$0.28 in 2Q 2021). Revenue: NT$782.0m (up 11% from 2Q 2021). Net income: NT$29.6m (up 6.3% from 2Q 2021). Profit margin: 3.8% (down from 4.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Reported Earnings • May 16First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: NT$0.19 (up from NT$0.083 in 1Q 2021). Revenue: NT$753.8m (up 32% from 1Q 2021). Net income: NT$19.0m (up 132% from 1Q 2021). Profit margin: 2.5% (up from 1.4% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 23%. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Board Change • Apr 27Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. 3 independent directors (8 non-independent directors). Director Wei-Lan Tseng is the most experienced director on the board, commencing their role in 2020. Independent Director Ri-Xin She was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Mar 28Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$0.88 (up from NT$0.86 in FY 2020). Revenue: NT$2.93b (up 2.3% from FY 2020). Net income: NT$86.6m (up 1.7% from FY 2020). Profit margin: 3.0% (in line with FY 2020). Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 23%. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$70.00, the stock trades at a trailing P/E ratio of 48.4x. Average trailing P/E is 19x in the Auto Components industry in Taiwan. Total returns to shareholders of 104% over the past three years.Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS NT$0.46 (vs NT$0.23 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$731.3m (up 5.7% from 3Q 2020). Net income: NT$45.5m (up 97% from 3Q 2020). Profit margin: 6.2% (up from 3.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$51.30, the stock trades at a trailing P/E ratio of 42.1x. Average forward P/E is 14x in the Auto Components industry in Taiwan. Total returns to shareholders of 69% over the past three years.Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$41.00, the stock trades at a trailing P/E ratio of 33.6x. Average forward P/E is 14x in the Auto Components industry in Taiwan. Total returns to shareholders of 18% over the past three years.Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS NT$0.28 (vs NT$0.095 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$704.7m (up 38% from 2Q 2020). Net income: NT$27.9m (up NT$37.2m from 2Q 2020). Profit margin: 4.0% (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 fallen by 37% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$63.10, the stock trades at a trailing P/E ratio of 75x. Average forward P/E is 17x in the Auto Components industry in Taiwan. Total returns to shareholders of 80% over the past three years.Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$53.50, the stock trades at a trailing P/E ratio of 64.8x. Average forward P/E is 14x in the Auto Components industry in Taiwan. Total returns to shareholders of 44% over the past three years.Reported Earnings • May 13First quarter 2021 earnings released: EPS NT$0.08 (vs NT$0.11 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$572.8m (down 2.7% from 1Q 2020). Net income: NT$8.19m (down 22% from 1Q 2020). Profit margin: 1.4% (down from 1.8% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.分析記事 • Apr 05Estimating The Fair Value Of Mobiletron Electronics Co.,Ltd. (TPE:1533)How far off is Mobiletron Electronics Co.,Ltd. ( TPE:1533 ) from its intrinsic value? Using the most recent financial...Reported Earnings • Mar 24Full year 2020 earnings released: EPS NT$0.86 (vs NT$2.05 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: NT$2.87b (up 2.2% from FY 2019). Net income: NT$85.2m (down 58% from FY 2019). Profit margin: 3.0% (down from 7.2% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.分析記事 • Mar 15Is Mobiletron ElectronicsLtd (TPE:1533) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Feb 08We're Watching These Trends At Mobiletron ElectronicsLtd (TPE:1533)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Is New 90 Day High Low • Feb 05New 90-day high: NT$74.80The company is up 136% from its price of NT$31.70 on 06 November 2020. The Taiwanese market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 10.0% over the same period.Is New 90 Day High Low • Jan 14New 90-day high: NT$58.00The company is up 95% from its price of NT$29.70 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 18% over the same period.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$45.80, the stock is trading at a trailing P/E ratio of 78x, up from the previous P/E ratio of 64.7x. This compares to an average P/E of 30x in the Auto Components industry in Taiwan. Total returns to shareholders over the past three years are 20%.分析記事 • Jan 04Should Mobiletron ElectronicsLtd (TPE:1533) Be Disappointed With Their 12% Profit?If you buy and hold a stock for many years, you'd hope to be making a profit. But more than that, you probably want to...Is New 90 Day High Low • Dec 29New 90-day high: NT$38.50The company is up 35% from its price of NT$28.60 on 30 September 2020. The Taiwanese market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 16% over the same period.Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$38.50, the stock is trading at a trailing P/E ratio of 65.6x, up from the previous P/E ratio of 56.2x. This compares to an average P/E of 29x in the Auto Components industry in Taiwan. Total return to shareholders over the past three years is a loss of 1.4%.分析記事 • Dec 09Mobiletron ElectronicsLtd (TPE:1533) Takes On Some Risk With Its Use Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Is New 90 Day High Low • Nov 26New 90-day high: NT$33.85The company is up 14% from its price of NT$29.65 on 28 August 2020. The Taiwanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 9.0% over the same period.Reported Earnings • Nov 18Third quarter 2020 earnings released: EPS NT$0.23The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$691.6m (up 1.0% from 3Q 2019). Net income: NT$23.1m (down 34% from 3Q 2019). Profit margin: 3.3% (down from 5.1% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 6% per year.Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS NT$0.23The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$691.6m (up 1.0% from 3Q 2019). Net income: NT$23.1m (down 34% from 3Q 2019). Profit margin: 3.3% (down from 5.1% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 6% per year.Is New 90 Day High Low • Oct 19New 90-day high: NT$32.65The company is up 3.0% from its price of NT$31.65 on 21 July 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Auto Components industry, which is up 2.0% 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、Mobiletron ElectronicsLtd 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TWSE:1533 - 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3/31/20264,501160-253-194N/A12/31/20254,00458-159-88N/A9/30/20254,18057299374N/A6/30/20253,687-47181256N/A3/31/20253,406-59526623N/A12/31/20243,345-110161260N/A9/30/20242,895-225-6662N/A6/30/20243,364-162-11216N/A3/31/20243,810-153-998-848N/A12/31/20234,004-129-669-496N/A9/30/20234,006-112-729-547N/A6/30/20233,857-96-727-518N/A3/31/20233,536-24-409-182N/A12/31/20223,36541-634-390N/A9/30/20223,35773-844-525N/A6/30/20223,19198-881-479N/A3/31/20223,11497-928-433N/A12/31/20212,93387-847-244N/A9/30/20213,082143-56645N/A6/30/20213,043120-53583N/A3/31/20212,85183-386262N/A12/31/20202,86685-378413N/A9/30/20202,45958-348331N/A6/30/20202,45270-75486N/A3/31/20202,73517266475N/A12/31/20192,805202N/A340N/A9/30/20193,025248N/A199N/A6/30/20192,997262N/A68N/A3/31/20192,834219N/A-46N/A12/31/20182,888267N/A30N/A9/30/20182,693213N/A187N/A6/30/20182,689219N/A295N/A3/31/20182,673225N/A324N/A12/31/20172,488113N/A365N/A9/30/20172,359112N/A293N/A6/30/20172,29978N/A269N/A3/31/20172,27233N/A272N/A12/31/20162,32584N/A335N/A9/30/20162,36999N/A520N/A6/30/20162,419154N/A657N/A3/31/20162,467169N/A531N/A12/31/20152,459163N/A339N/A9/30/20152,507181N/A191N/A6/30/20152,554144N/A18N/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: 1533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: 1533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: 1533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: 1533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: 1533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: 1533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2026/05/21 05:05終値2026/05/21 00:00収益2026/03/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Mobiletron Electronics 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。2 アナリスト機関Jiaxin LiuSinoPac Securities Investment ServiceSzuLiang LiuYuanta Research
Reported Earnings • May 19First quarter 2026 earnings released: EPS: NT$0.84 (vs NT$0.21 loss in 1Q 2025)First quarter 2026 results: EPS: NT$0.84 (up from NT$0.21 loss in 1Q 2025). Revenue: NT$1.29b (up 63% from 1Q 2025). Net income: NT$82.3m (up NT$102.6m from 1Q 2025). Profit margin: 6.4% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$0.58 (vs NT$1.11 loss in FY 2024)Full year 2025 results: EPS: NT$0.58 (up from NT$1.11 loss in FY 2024). Revenue: NT$4.00b (up 20% from FY 2024). Net income: NT$57.6m (up NT$167.2m from FY 2024). Profit margin: 1.4% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • Mar 11Mobiletron Electronics Co.,Ltd., Annual General Meeting, Jun 23, 2026Mobiletron Electronics Co.,Ltd., Annual General Meeting, Jun 23, 2026. Location: no,85, sec.4 chung ch`ing rd., daya district, taichung city Taiwan
New Risk • Jan 08New 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 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (9.4% operating cash flow to total debt). Earnings have declined by 51% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (NT$3.15b market cap, or US$99.9m).
New Risk • Nov 28New 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 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings have declined by 51% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Market cap is less than US$100m (NT$3.07b market cap, or US$98.2m).
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: NT$0.46 (vs NT$0.60 loss in 3Q 2024)Third quarter 2025 results: EPS: NT$0.46 (up from NT$0.60 loss in 3Q 2024). Revenue: NT$1.07b (up 86% from 3Q 2024). Net income: NT$45.8m (up NT$104.5m from 3Q 2024). Profit margin: 4.3% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
New Risk • Oct 22New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.07b (US$99.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Earnings have declined by 58% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$3.07b market cap, or US$99.9m).
Reported Earnings • Aug 15Second quarter 2025 earnings released: NT$0.40 loss per share (vs NT$0.52 loss in 2Q 2024)Second quarter 2025 results: NT$0.40 loss per share (improved from NT$0.52 loss in 2Q 2024). Revenue: NT$938.1m (up 43% from 2Q 2024). Net loss: NT$39.6m (loss narrowed 23% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 62% 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.
Reported Earnings • May 10First quarter 2025 earnings released: NT$0.21 loss per share (vs NT$0.72 loss in 1Q 2024)First quarter 2025 results: NT$0.21 loss per share (improved from NT$0.72 loss in 1Q 2024). Revenue: NT$791.1m (up 8.3% from 1Q 2024). Net loss: NT$20.3m (loss narrowed 71% from 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • May 05Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to NT$30.55. The fair value is estimated to be NT$39.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Apr 27Mobiletron Electronics Co.,Ltd. to Report Q1, 2025 Results on May 06, 2025Mobiletron Electronics Co.,Ltd. announced that they will report Q1, 2025 results on May 06, 2025
New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.11b (US$94.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (5.8% operating cash flow to total debt). Earnings have declined by 64% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$3.11b market cap, or US$94.1m).
Buy Or Sell Opportunity • Apr 07Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to NT$31.55. The fair value is estimated to be NT$41.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Mar 14Full year 2024 earnings released: NT$1.11 loss per share (vs NT$1.31 loss in FY 2023)Full year 2024 results: NT$1.11 loss per share (improved from NT$1.31 loss in FY 2023). Revenue: NT$3.35b (down 16% from FY 2023). Net loss: NT$109.6m (loss narrowed 15% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 12Mobiletron Electronics Co.,Ltd., Annual General Meeting, Jun 17, 2025Mobiletron Electronics Co.,Ltd., Annual General Meeting, Jun 17, 2025. Location: no,85, sec.4 chung ch`ing rd., daya district, taichung city Taiwan
Reported Earnings • Nov 18Third quarter 2024 earnings released: NT$0.60 loss per share (vs NT$0.048 profit in 3Q 2023)Third quarter 2024 results: NT$0.60 loss per share (down from NT$0.048 profit in 3Q 2023). Revenue: NT$577.4m (down 45% from 3Q 2023). Net loss: NT$58.7m (down NT$63.4m from profit in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 05Mobiletron Electronics Co.,Ltd. to Report Q3, 2024 Results on Nov 12, 2024Mobiletron Electronics Co.,Ltd. announced that they will report Q3, 2024 results on Nov 12, 2024
Reported Earnings • Aug 10Second quarter 2024 earnings released: NT$0.52 loss per share (vs NT$0.43 loss in 2Q 2023)Second quarter 2024 results: NT$0.52 loss per share (further deteriorated from NT$0.43 loss in 2Q 2023). Revenue: NT$657.2m (down 40% from 2Q 2023). Net loss: NT$51.7m (loss widened 21% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 10First quarter 2024 earnings released: NT$0.72 loss per share (vs NT$0.48 loss in 1Q 2023)First quarter 2024 results: NT$0.72 loss per share (further deteriorated from NT$0.48 loss in 1Q 2023). Revenue: NT$730.6m (down 21% from 1Q 2023). Net loss: NT$70.7m (loss widened 50% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 14Mobiletron Electronics Co.,Ltd., Annual General Meeting, Jun 18, 2024Mobiletron Electronics Co.,Ltd., Annual General Meeting, Jun 18, 2024. Location: 3.Shareholders meeting location:85,Sec.4, Chung-Ching Road, Ta-Ya District, Taichung City 42880 Taichung City Taiwan Agenda: To consider 2023 Business Report and 2024 Business Plan; to consider Audit committee report for 2023 consolidated financial report; to consider the company and its subsidiaries endorsement to ensure its necessity and rationality shall be reported; to Obtain right-of-use asset reports from related parties; to Obtain RAC Electric Vehicles Inc. Securities Report to adopt amendments to Procedures for Acquisition and Disposal of assets; to adopt the revision of Procedures for Loaning of Funds.
Reported Earnings • Mar 14Full year 2023 earnings released: NT$1.31 loss per share (vs NT$0.40 profit in FY 2022)Full year 2023 results: NT$1.31 loss per share (down from NT$0.40 profit in FY 2022). Revenue: NT$4.00b (up 19% from FY 2022). Net loss: NT$129.4m (down 431% from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 13Mobiletron Electronics Co.,Ltd. Announces the Addition of Two Directors on Behalf of Mobiletron Limited, an Important SubsidiaryMobiletron Electronics Co.,Ltd. announced the addition of two directors on behalf of Mobiletron Limited, an important subsidiary. Elected or changed position: Institutional director. Title and name of the new position holder: YU-CHENG TSAI, representative of Stonewall Venture Inc. CHEN-KU WEI, representative of Stonewall Venture Inc. Resume of the new position holder: YU-CHENG TSAI: Legal person director of Mobiletron Ningbo, CHEN-KU WEI: Legal person director of Mobiletron Ningbo. Reason for the change: new appointment. Effective date of the new appointment: March 12, 2024.
Reported Earnings • Aug 14Second quarter 2023 earnings released: NT$0.43 loss per share (vs NT$0.30 profit in 2Q 2022)Second quarter 2023 results: NT$0.43 loss per share (down from NT$0.30 profit in 2Q 2022). Revenue: NT$1.10b (up 41% from 2Q 2022). Net loss: NT$42.7m (down 244% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
お知らせ • Jun 15Mobiletron Electronics Co.,Ltd. Appoints Wu-Hua Su as Member of Audit CommitteeMobiletron Electronics Co.,Ltd. appointed WU-HUA SU as member of Audit Committee. Resume of the new position holder is WU-HUA SU:Independent Director, Member of the Audit Committee of the company. Effective date of the new member is June 13, 2023.
お知らせ • Jun 14Mobiletron Electronics Co.,Ltd. Announces Board ChangesMobiletron Electronics Co.,Ltd. at its annual general meeting held on June 13, 2023, approved the appointment of WU-HUA SU as Independent Director in place of CHIH-HUI TSAI, Director. WU-HUA SU, Independent Director, Member of the Audit Committee of the company. The changes are effective from June 13, 2023.
Reported Earnings • Mar 26Full year 2022 earnings released: EPS: NT$0.40 (vs NT$0.88 in FY 2021)Full year 2022 results: EPS: NT$0.40 (down from NT$0.88 in FY 2021). Revenue: NT$3.37b (up 15% from FY 2021). Net income: NT$39.2m (down 55% from FY 2021). Profit margin: 1.2% (down from 3.0% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$0.22 (vs NT$0.46 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.22 (down from NT$0.46 in 3Q 2021). Revenue: NT$897.3m (up 23% from 3Q 2021). Net income: NT$21.3m (down 53% from 3Q 2021). Profit margin: 2.4% (down from 6.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. 3 independent directors (8 non-independent directors). Director Wei-Lan Tseng is the most experienced director on the board, commencing their role in 2020. Independent Director Ri-Xin She was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$0.22 (vs NT$0.46 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.22 (down from NT$0.46 in 3Q 2021). Revenue: NT$897.3m (up 23% from 3Q 2021). Net income: NT$21.3m (down 53% from 3Q 2021). Profit margin: 2.4% (down from 6.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Nov 01Mobiletron Electronics Co.,Ltd. Announces Executive ChangesMobiletron Electronics Co.,Ltd. announced the retirement of Chen-Ku Wei as research and development officer and appointed Sheng-Shiung Lin as research and development officer of the company, with effect from October 31, 2022.
お知らせ • Sep 14Mobiletron Electronics Co.,Ltd. Announces Change of SpokespersonMobiletron Electronics Co.,Ltd. announced Change of Spokesperson. Name, title, and resume of the previous position holder: Aggie Tsai,spokesperson. Name, title, and resume of the new position holder: Nancy Tsai, chief financial officer. Reason for the change: retirement. Effective date: September 12, 2022.
お知らせ • Sep 13Mobiletron Electronics Co.,Ltd. Announces Change of Accounting Officer and Corporate Governance OfficerMobiletron Electronics Co.,Ltd. announced Change of Accounting Officer And Corporate Governance Officer. Name, title, and resume of the previous position holder is Aggie Tsai, accounting officer and corporate governance officer. Name, title, and resume of the new position holder is Zhiwei Zhan, senior specialist of central staff office for Sunko Ink Co. Ltd. Effective date is September 12, 2022.
Upcoming Dividend • Aug 29Upcoming dividend of NT$0.30 per shareEligible shareholders must have bought the stock before 05 September 2022. Payment date: 21 September 2022. Trailing yield: 0.5%. Lower than top quartile of Taiwanese dividend payers (6.4%). Lower than average of industry peers (2.6%).
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.30 (vs NT$0.28 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.30 (up from NT$0.28 in 2Q 2021). Revenue: NT$782.0m (up 11% from 2Q 2021). Net income: NT$29.6m (up 6.3% from 2Q 2021). Profit margin: 3.8% (down from 4.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Reported Earnings • May 16First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: NT$0.19 (up from NT$0.083 in 1Q 2021). Revenue: NT$753.8m (up 32% from 1Q 2021). Net income: NT$19.0m (up 132% from 1Q 2021). Profit margin: 2.5% (up from 1.4% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 23%. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Board Change • Apr 27Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. 3 independent directors (8 non-independent directors). Director Wei-Lan Tseng is the most experienced director on the board, commencing their role in 2020. Independent Director Ri-Xin She was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Mar 28Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$0.88 (up from NT$0.86 in FY 2020). Revenue: NT$2.93b (up 2.3% from FY 2020). Net income: NT$86.6m (up 1.7% from FY 2020). Profit margin: 3.0% (in line with FY 2020). Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 23%. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$70.00, the stock trades at a trailing P/E ratio of 48.4x. Average trailing P/E is 19x in the Auto Components industry in Taiwan. Total returns to shareholders of 104% over the past three years.
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS NT$0.46 (vs NT$0.23 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$731.3m (up 5.7% from 3Q 2020). Net income: NT$45.5m (up 97% from 3Q 2020). Profit margin: 6.2% (up from 3.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$51.30, the stock trades at a trailing P/E ratio of 42.1x. Average forward P/E is 14x in the Auto Components industry in Taiwan. Total returns to shareholders of 69% over the past three years.
Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$41.00, the stock trades at a trailing P/E ratio of 33.6x. Average forward P/E is 14x in the Auto Components industry in Taiwan. Total returns to shareholders of 18% over the past three years.
Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS NT$0.28 (vs NT$0.095 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$704.7m (up 38% from 2Q 2020). Net income: NT$27.9m (up NT$37.2m from 2Q 2020). Profit margin: 4.0% (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 fallen by 37% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$63.10, the stock trades at a trailing P/E ratio of 75x. Average forward P/E is 17x in the Auto Components industry in Taiwan. Total returns to shareholders of 80% over the past three years.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$53.50, the stock trades at a trailing P/E ratio of 64.8x. Average forward P/E is 14x in the Auto Components industry in Taiwan. Total returns to shareholders of 44% over the past three years.
Reported Earnings • May 13First quarter 2021 earnings released: EPS NT$0.08 (vs NT$0.11 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$572.8m (down 2.7% from 1Q 2020). Net income: NT$8.19m (down 22% from 1Q 2020). Profit margin: 1.4% (down from 1.8% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
分析記事 • Apr 05Estimating The Fair Value Of Mobiletron Electronics Co.,Ltd. (TPE:1533)How far off is Mobiletron Electronics Co.,Ltd. ( TPE:1533 ) from its intrinsic value? Using the most recent financial...
Reported Earnings • Mar 24Full year 2020 earnings released: EPS NT$0.86 (vs NT$2.05 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: NT$2.87b (up 2.2% from FY 2019). Net income: NT$85.2m (down 58% from FY 2019). Profit margin: 3.0% (down from 7.2% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
分析記事 • Mar 15Is Mobiletron ElectronicsLtd (TPE:1533) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Feb 08We're Watching These Trends At Mobiletron ElectronicsLtd (TPE:1533)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Is New 90 Day High Low • Feb 05New 90-day high: NT$74.80The company is up 136% from its price of NT$31.70 on 06 November 2020. The Taiwanese market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 10.0% over the same period.
Is New 90 Day High Low • Jan 14New 90-day high: NT$58.00The company is up 95% from its price of NT$29.70 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 18% over the same period.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$45.80, the stock is trading at a trailing P/E ratio of 78x, up from the previous P/E ratio of 64.7x. This compares to an average P/E of 30x in the Auto Components industry in Taiwan. Total returns to shareholders over the past three years are 20%.
分析記事 • Jan 04Should Mobiletron ElectronicsLtd (TPE:1533) Be Disappointed With Their 12% Profit?If you buy and hold a stock for many years, you'd hope to be making a profit. But more than that, you probably want to...
Is New 90 Day High Low • Dec 29New 90-day high: NT$38.50The company is up 35% from its price of NT$28.60 on 30 September 2020. The Taiwanese market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 16% over the same period.
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$38.50, the stock is trading at a trailing P/E ratio of 65.6x, up from the previous P/E ratio of 56.2x. This compares to an average P/E of 29x in the Auto Components industry in Taiwan. Total return to shareholders over the past three years is a loss of 1.4%.
分析記事 • Dec 09Mobiletron ElectronicsLtd (TPE:1533) Takes On Some Risk With Its Use Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Is New 90 Day High Low • Nov 26New 90-day high: NT$33.85The company is up 14% from its price of NT$29.65 on 28 August 2020. The Taiwanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 9.0% over the same period.
Reported Earnings • Nov 18Third quarter 2020 earnings released: EPS NT$0.23The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$691.6m (up 1.0% from 3Q 2019). Net income: NT$23.1m (down 34% from 3Q 2019). Profit margin: 3.3% (down from 5.1% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 6% per year.
Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS NT$0.23The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$691.6m (up 1.0% from 3Q 2019). Net income: NT$23.1m (down 34% from 3Q 2019). Profit margin: 3.3% (down from 5.1% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 6% per year.
Is New 90 Day High Low • Oct 19New 90-day high: NT$32.65The company is up 3.0% from its price of NT$31.65 on 21 July 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Auto Components industry, which is up 2.0% over the same period.