Global PMX（4551）株式概要株式会社グローバルPMXは、主に米国、中国、ドイツ、フランス、イタリア、日本において、自動車製品、ハードディスクドライブ、医療機器、各種工業製品向け精密金属部品の製造、加工、販売を行っている。 詳細4551 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長2/6過去の実績1/6財務の健全性6/6配当金4/6報酬収益は年間25.07%増加すると予測されています リスク分析不安定な配当実績 すべてのリスクチェックを見る4551 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$155.50177.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture015b2016201920222025202620282031Revenue NT$15.1bEarnings NT$1.4bAdvancedSet Fair ValueView all narrativesGlobal PMX Co., Ltd. 競合他社Depo Auto Parts IndustrialSymbol: TWSE:6605Market cap: NT$21.6bHu Lane AssociateSymbol: TPEX:6279Market cap: NT$14.3bSuperAlloy IndustrialSymbol: TWSE:1563Market cap: NT$10.2bEurocharm HoldingsSymbol: TWSE:5288Market cap: NT$10.5b価格と性能株価の高値、安値、推移の概要Global PMX過去の株価現在の株価NT$155.5052週高値NT$178.0052週安値NT$89.20ベータ0.551ヶ月の変化11.87%3ヶ月変化n/a1年変化59.82%3年間の変化20.08%5年間の変化-9.86%IPOからの変化110.45%最新ニュースMajor Estimate Revision • May 15Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$9.18b to NT$9.36b. EPS estimate increased from NT$9.64 to NT$10.82 per share. Net income forecast to grow 68% next year vs 24% growth forecast for Auto Components industry in Taiwan. Consensus price target up from NT$158 to NT$173. Share price rose 14% to NT$155 over the past week.Reported Earnings • May 09First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: NT$2.00. Revenue: NT$2.27b (up 13% from 1Q 2025). Net income: NT$310.5m (up 30% from 1Q 2025). Profit margin: 14% (up from 12% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Taiwan.Major Estimate Revision • Mar 12Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from NT$9.08b to NT$8.75b. EPS estimate also fell from NT$9.49 per share to NT$8.08 per share. Net income forecast to grow 59% next year vs 20% growth forecast for Auto Components industry in Taiwan. Consensus price target broadly unchanged at NT$155. Share price was steady at NT$122 over the past week.お知らせ • Mar 06Global PMX Co., Ltd., Annual General Meeting, May 22, 2026Global PMX Co., Ltd., Annual General Meeting, May 22, 2026, at 09:00 Taipei Standard Time. Location: 23 floor no,120, sec.1 chung yang w. rd., jhongli district, taoyuan city TaiwanReported Earnings • Mar 06Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: NT$6.04 (down from NT$8.29 in FY 2024). Revenue: NT$7.82b (up 1.7% from FY 2024). Net income: NT$696.4m (down 27% from FY 2024). Profit margin: 8.9% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Price Target Changed • Mar 02Price target increased by 7.9% to NT$157Up from NT$145, the current price target is an average from 4 analysts. New target price is 25% above last closing price of NT$125. Stock is up 14% over the past year. The company is forecast to post earnings per share of NT$5.80 for next year compared to NT$8.29 last year.最新情報をもっと見るRecent updatesMajor Estimate Revision • May 15Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$9.18b to NT$9.36b. EPS estimate increased from NT$9.64 to NT$10.82 per share. Net income forecast to grow 68% next year vs 24% growth forecast for Auto Components industry in Taiwan. Consensus price target up from NT$158 to NT$173. Share price rose 14% to NT$155 over the past week.Reported Earnings • May 09First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: NT$2.00. Revenue: NT$2.27b (up 13% from 1Q 2025). Net income: NT$310.5m (up 30% from 1Q 2025). Profit margin: 14% (up from 12% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Taiwan.Major Estimate Revision • Mar 12Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from NT$9.08b to NT$8.75b. EPS estimate also fell from NT$9.49 per share to NT$8.08 per share. Net income forecast to grow 59% next year vs 20% growth forecast for Auto Components industry in Taiwan. Consensus price target broadly unchanged at NT$155. Share price was steady at NT$122 over the past week.お知らせ • Mar 06Global PMX Co., Ltd., Annual General Meeting, May 22, 2026Global PMX Co., Ltd., Annual General Meeting, May 22, 2026, at 09:00 Taipei Standard Time. Location: 23 floor no,120, sec.1 chung yang w. rd., jhongli district, taoyuan city TaiwanReported Earnings • Mar 06Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: NT$6.04 (down from NT$8.29 in FY 2024). Revenue: NT$7.82b (up 1.7% from FY 2024). Net income: NT$696.4m (down 27% from FY 2024). Profit margin: 8.9% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Price Target Changed • Mar 02Price target increased by 7.9% to NT$157Up from NT$145, the current price target is an average from 4 analysts. New target price is 25% above last closing price of NT$125. Stock is up 14% over the past year. The company is forecast to post earnings per share of NT$5.80 for next year compared to NT$8.29 last year.Price Target Changed • Nov 22Price target decreased by 8.2% to NT$153Down from NT$167, the current price target is an average from 6 analysts. New target price is 37% above last closing price of NT$112. Stock is down 9.7% over the past year. The company is forecast to post earnings per share of NT$5.62 for next year compared to NT$8.29 last year.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$116, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Auto Components industry in Taiwan. Total loss to shareholders of 19% over the past three years.Reported Earnings • Nov 12Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: NT$2.35 (up from NT$1.76 in 3Q 2024). Revenue: NT$1.94b (down 13% from 3Q 2024). Net income: NT$271.0m (up 34% from 3Q 2024). Profit margin: 14% (up from 9.1% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.3%. Earnings per share (EPS) also missed analyst estimates by 6.7%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Oct 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$156, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Auto Components industry in Taiwan. Total returns to shareholders of 23% over the past three years.Major Estimate Revision • Aug 14Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$8.52b to NT$8.30b. EPS estimate also fell from NT$8.22 per share to NT$6.87 per share. Net income forecast to grow 30% next year vs 14% growth forecast for Auto Components industry in Taiwan. Consensus price target up from NT$112 to NT$153. Share price rose 3.2% to NT$162 over the past week.Reported Earnings • Aug 09Second quarter 2025 earnings released: NT$0.78 loss per share (vs NT$1.48 profit in 2Q 2024)Second quarter 2025 results: NT$0.78 loss per share (down from NT$1.48 profit in 2Q 2024). Revenue: NT$1.83b (down 1.6% from 2Q 2024). Net loss: NT$90.4m (down 153% from profit in 2Q 2024). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$141, 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 1.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$67.57 per share.Upcoming Dividend • Jul 17Upcoming dividend of NT$4.20 per shareEligible shareholders must have bought the stock before 23 July 2025. Payment date: 22 August 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (4.8%).Declared Dividend • Jul 03Dividend increased to NT$4.20Dividend of NT$4.20 is 68% higher than last year. Ex-date: 23rd July 2025 Payment date: 22nd August 2025 Dividend yield will be 3.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Jun 23New 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 8.9% 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 (8.9% average weekly change).Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 29%After last week's 29% share price gain to NT$118, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Auto Components industry in Taiwan. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$70.53 per share.Price Target Changed • Jun 04Price target decreased by 8.9% to NT$112Down from NT$123, the current price target is an average from 6 analysts. New target price is 19% above last closing price of NT$94.20. Stock is down 14% over the past year. The company is forecast to post earnings per share of NT$8.22 for next year compared to NT$8.29 last year.Reported Earnings • May 13First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: NT$2.07 (up from NT$1.50 in 1Q 2024). Revenue: NT$2.01b (up 23% from 1Q 2024). Net income: NT$238.9m (up 39% from 1Q 2024). Profit margin: 12% (up from 11% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • May 03Global PMX Co., Ltd. to Report Q1, 2025 Results on May 12, 2025Global PMX Co., Ltd. announced that they will report Q1, 2025 results on May 12, 2025Price Target Changed • Apr 11Price target decreased by 8.6% to NT$125Down from NT$137, the current price target is an average from 6 analysts. New target price is 43% above last closing price of NT$87.70. Stock is down 15% over the past year. The company is forecast to post earnings per share of NT$8.22 for next year compared to NT$8.29 last year.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$85.40, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Auto Components industry in Taiwan. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$97.81 per share.分析記事 • Mar 31Global PMX Co., Ltd.'s (TWSE:4551) Business And Shares Still Trailing The MarketWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") above 20x, you may consider...Buy Or Sell Opportunity • Mar 20Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.6% to NT$114. The fair value is estimated to be NT$94.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.4% over the last 3 years. Earnings per share has declined by 27%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.お知らせ • Mar 11+ 1 more updateGlobal PMX Co., Ltd., Annual General Meeting, Jun 18, 2025Global PMX Co., Ltd., Annual General Meeting, Jun 18, 2025. Location: 3 floor no,398, min ch`uan rd., jhongli district, taoyuan city Taiwanお知らせ • Mar 03Global PMX Co., Ltd. to Report Q4, 2024 Results on Mar 10, 2025Global PMX Co., Ltd. announced that they will report Q4, 2024 results on Mar 10, 2025分析記事 • Nov 15Global PMX Co., Ltd. (TWSE:4551) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next YearShareholders might have noticed that Global PMX Co., Ltd. ( TWSE:4551 ) filed its quarterly result this time last week...Reported Earnings • Nov 13Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: NT$1.76 (up from NT$1.52 in 3Q 2023). Revenue: NT$2.22b (up 23% from 3Q 2023). Net income: NT$202.3m (up 16% from 3Q 2023). Profit margin: 9.1% (in line with 3Q 2023). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.New Risk • Nov 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.1% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (8.2% net profit margin).お知らせ • Nov 02Global PMX Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024Global PMX Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024Price Target Changed • Oct 09Price target increased by 7.4% to NT$128Up from NT$119, the current price target is an average from 8 analysts. New target price is 10% below last closing price of NT$143. Stock is up 3.3% over the past year. The company is forecast to post earnings per share of NT$6.95 for next year compared to NT$4.47 last year.分析記事 • Sep 11Are Investors Undervaluing Global PMX Co., Ltd. (TWSE:4551) By 48%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Global PMX fair value estimate is NT$260 Global PMX is...Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$135, 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 loss to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$260 per share.分析記事 • Aug 21Global PMX Co., Ltd.'s (TWSE:4551) P/E Is Still On The Mark Following 27% Share Price BounceGlobal PMX Co., Ltd. ( TWSE:4551 ) shareholders would be excited to see that the share price has had a great month...Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$122, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Auto Components industry in Taiwan. Total loss to shareholders of 12% over the past three years.Reported Earnings • Aug 14Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: NT$1.48 (up from NT$1.15 in 2Q 2023). Revenue: NT$1.86b (flat on 2Q 2023). Net income: NT$170.1m (up 29% from 2Q 2023). Profit margin: 9.2% (up from 7.2% in 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 38%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Aug 13Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from NT$7.04 to NT$6.34 per share. Revenue forecast steady at NT$7.84b. Net income forecast to grow 48% next year vs 16% growth forecast for Auto Components industry in Taiwan. Consensus price target of NT$116 unchanged from last update. Share price rose 17% to NT$111 over the past week.分析記事 • Aug 13Is There Now An Opportunity In Global PMX Co., Ltd. (TWSE:4551)?Global PMX Co., Ltd. ( TWSE:4551 ), might not be a large cap stock, but it saw a double-digit share price rise of over...お知らせ • Aug 03Global PMX Co., Ltd. to Report Q2, 2024 Results on Aug 12, 2024Global PMX Co., Ltd. announced that they will report Q2, 2024 results on Aug 12, 2024分析記事 • Jul 23Global PMX (TWSE:4551) Is Paying Out Less In Dividends Than Last YearGlobal PMX Co., Ltd. ( TWSE:4551 ) is reducing its dividend from last year's comparable payment to NT$2.50 on the 28th...Upcoming Dividend • Jul 19Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 26 July 2024. Payment date: 28 August 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (3.2%).分析記事 • Jun 24Global PMX's (TWSE:4551) Shareholders Will Receive A Smaller Dividend Than Last YearGlobal PMX Co., Ltd.'s ( TWSE:4551 ) dividend is being reduced from last year's payment covering the same period to...Declared Dividend • Jun 24Dividend reduced to NT$2.50Dividend of NT$2.50 is 58% lower than last year. Ex-date: 26th July 2024 Payment date: 28th August 2024 Dividend yield will be 2.2%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 31% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 24Global PMX Co., Ltd. Announces Cash Dividend, Payable on August 28, 2024Global PMX Co., Ltd. announced cash dividends of TWD 288,056,245 or TWD 2.5 per share of common stock. Payment date of cash dividend distribution is August 28, 2024. Ex-rights (ex-dividend) trading date is July 26, 2024. Ex-rights (ex-dividend) record date is August 3, 2024. Date of the resolution by the board of directors or shareholders meeting or decision by the Company: June 21, 2024.Price Target Changed • Jun 21Price target decreased by 11% to NT$114Down from NT$127, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of NT$114. Stock is down 25% over the past year. The company is forecast to post earnings per share of NT$7.04 for next year compared to NT$4.47 last year.Major Estimate Revision • May 20Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from NT$8.11b to NT$7.71b. EPS estimate also fell from NT$8.09 per share to NT$5.87 per share. Net income forecast to grow 49% next year vs 30% growth forecast for Auto Components industry in Taiwan. Consensus price target of NT$123 unchanged from last update. Share price rose 3.5% to NT$104 over the past week.Reported Earnings • May 15First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: NT$1.50 (up from NT$1.38 in 1Q 2023). Revenue: NT$1.64b (down 12% from 1Q 2023). Net income: NT$172.4m (up 8.5% from 1Q 2023). Profit margin: 11% (up from 8.5% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 9.8%. Earnings per share (EPS) exceeded analyst estimates by 48%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 14% per year.お知らせ • May 03Global PMX Co., Ltd. to Report Q1, 2024 Results on May 10, 2024Global PMX Co., Ltd. announced that they will report Q1, 2024 results on May 10, 2024Major Estimate Revision • Apr 23Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from NT$7.92 to NT$6.58 per share. Revenue forecast steady at NT$8.11b. Net income forecast to grow 47% next year vs 40% growth forecast for Auto Components industry in Taiwan. Consensus price target down from NT$127 to NT$124. Share price fell 3.9% to NT$96.10 over the past week.Reported Earnings • Mar 18Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: NT$4.47 (down from NT$12.20 in FY 2022). Revenue: NT$7.12b (down 23% from FY 2022). Net income: NT$515.5m (down 63% from FY 2022). Profit margin: 7.2% (down from 15% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 13% 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 fallen by 8% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 12Global PMX Co., Ltd., Annual General Meeting, Jun 14, 2024Global PMX Co., Ltd., Annual General Meeting, Jun 14, 2024. Location: 3F, No.398, Minquan Rd. Zhongli Dist. Taoyuan City Taiwan Agenda: To consider Business Report of 2023; to consider Audit Committee's review of the 2023 annual final accounting books and statements; to consider Distribution of 2023 Earnings of cash dividend Report; to consider Compensation distribution for employees and directors of 2023; to consider Business Report and Financial Statements of 2023; to consider Distribution of 2023 earnings; and to consider other matters.Price Target Changed • Nov 14Price target decreased by 7.5% to NT$135Down from NT$146, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of NT$132. Stock is down 17% over the past year. The company is forecast to post earnings per share of NT$5.55 for next year compared to NT$12.20 last year.New Risk • Nov 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.9% Last year net profit margin: 15% 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 90% Cash payout ratio: 92% Minor Risk Profit margins are more than 30% lower than last year (9.9% net profit margin).Reported Earnings • Aug 08Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: NT$1.15 (down from NT$3.11 in 2Q 2022). Revenue: NT$1.84b (down 20% from 2Q 2022). Net income: NT$132.3m (down 63% from 2Q 2022). Profit margin: 7.2% (down from 16% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates by 40%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Auto Components industry in Taiwan. 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 8% per year, which means it is significantly lagging earnings.Major Estimate Revision • Aug 08Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$9.03b to NT$8.60b. EPS estimate also fell from NT$9.46 per share to NT$8.28 per share. Net income forecast to shrink 14% next year vs 5.5% growth forecast for Auto Components industry in Taiwan . Consensus price target broadly unchanged at NT$154. Share price fell 2.9% to NT$133 over the past week.お知らせ • Jul 29+ 1 more updateGlobal PMX Co., Ltd. Announces Executive ChangesName of the previous position holder: Lin, En-Dao. Resume of the previous position holder: Chairperson and president of Global PMX Co., Ltd. Name of the new position holder: Chairperson: GLegal Person Director, Sixxon Tech Co., Ltd. President: GLin, Ci-Qing. Resume of the new position holder: Legal Person Director, Sixxon Tech Co., Ltd. GLegal Person Director of Global PMX Co., Ltd. Lin, Ci-Qing¡GDirector and Group Executive Vice President of Global PMX Co., Ltd. Effective date of the new appointment: July 28, 2023.お知らせ • Jul 28Global Pmx Co., Ltd. Announces Demise of Lin, En-Dao, Chairperson and President of the Company and the Executive Director of SubsidiariesGlobal PMX Co., Ltd. announced chairperson and president of the company and the Executive Director of Subsidiaries passed away. Name of the previous position holder: Lin, En-Dao. Resume of the previous position holder: Chairperson and president of Global PMX Co., Ltd. and the executive director of subsidiaries, Global PMX Co., Ltd.(Zhejiang) and Global PMX Co., Ltd.(Jiaxing). The date of change is July 27, 2023.Upcoming Dividend • Jul 07Upcoming dividend of NT$6.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 14 July 2023. Payment date: 15 August 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.1%).お知らせ • Jun 22Global PMX Co., Ltd. Announces Board ChangesGlobal PMX Co., Ltd. appointed Lin, Ci-Qing/Group Executive Vice President of Global PMX Co., Ltd, Chung, I-Teng/Director of Sixxon Precision Machinery Co., Ltd. as Director. Huang, Fung-Ting/Country Manager of NEXT Biometrics Taiwan, Chen, Chun-Yuan/General Manager of Ai Wei Hsiang Food Corporation, Lin, Pai-wen/Chairman of Protect-eco Technology & Consultants Co.,Ltd. The company announced the resignation of Lin, Zheng-Sheng and Lin, Liang-Xiong as Director and Yang, Xiang-Yu, Ku, Ching-Te as Independent Directors.お知らせ • Jun 21+ 3 more updatesGlobal PMX Co., Ltd. Announces Change in Representative of the Company's Legal Person DirectorGlobal PMX Co., Ltd. announced change in representative of the Company's legal person director. Name of legal person: Sixxon Tech Co., Ltd. Name of the previous position holder: Yan, Rui-Quan. Resume of the previous position holder: Assistant vice president of Global PMX Co., Ltd. Name of the new position holder: Chang, Wen-Ming. Resume of the new position holder: Consultant to the General Manager of Global PMX Co., Ltd. Effective date of the new appointment: June 20, 2023.Price Target Changed • May 11Price target decreased by 13% to NT$157Down from NT$181, the current price target is an average from 8 analysts. New target price is 22% above last closing price of NT$130. Stock is up 4.9% over the past year. The company is forecast to post earnings per share of NT$9.82 for next year compared to NT$12.20 last year.Major Estimate Revision • May 10Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$9.71b to NT$8.80b. EPS estimate also fell from NT$11.76 per share to NT$10.17 per share. Net income forecast to shrink 17% next year vs 3.6% growth forecast for Auto Components industry in Taiwan . Consensus price target down from NT$181 to NT$174. Share price fell 4.0% to NT$134 over the past week.Price Target Changed • May 09Price target decreased by 9.4% to NT$175Down from NT$194, the current price target is an average from 8 analysts. New target price is 26% above last closing price of NT$140. Stock is up 9.0% over the past year. The company is forecast to post earnings per share of NT$11.76 for next year compared to NT$12.20 last year.Reported Earnings • Mar 28Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: NT$12.20 (up from NT$10.47 in FY 2021). Revenue: NT$9.24b (up 4.8% from FY 2021). Net income: NT$1.41b (up 17% from FY 2021). Profit margin: 15% (up from 14% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 2.6%. Revenue is forecast to grow 14% 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 31% per year but the company’s share price has only increased by 10% 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. No experienced directors. 8 highly experienced directors. 3 independent directors (5 non-independent directors). Independent director Jia-Yu Cai was the last independent director to join the board, commencing their role in 2014. 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 • Nov 09Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: NT$3.68 (up from NT$2.56 in 3Q 2021). Revenue: NT$2.38b (up 12% from 3Q 2021). Net income: NT$423.3m (up 44% from 3Q 2021). Profit margin: 18% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 20%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Oct 12Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$147, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Auto Components industry in Taiwan. Total loss to shareholders of 12% over the past three years.Reported Earnings • Aug 10Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: EPS: NT$3.11 (up from NT$2.53 in 2Q 2021). Revenue: NT$2.29b (up 2.1% from 2Q 2021). Net income: NT$358.7m (up 23% from 2Q 2021). Profit margin: 16% (up from 13% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 22%. Over the next year, revenue is forecast to grow 15%, compared to a 16% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 28% 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 • Jul 21Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 26 August 2022. Payout ratio is a comfortable 49% but the company is paying out more than the cash it is generating. Trailing yield: 3.1%. Lower than top quartile of Taiwanese dividend payers (6.7%). Higher than average of industry peers (2.8%).お知らせ • Jul 15Global PMX Co., Ltd. Announces Cash Dividend, Payable August 26, 2022The board of directors or shareholders meeting or decision by the Global PMX Co., Ltd. 13, July 2022 announced Cash dividends TWD 5.00 per share of common stock. Ex-rights (ex-dividend) trading date July 28, 2022. Ex-rights (ex-dividend) record date August 4, 2022. The designated distribution date for the cash dividends will be on August 26, 2022.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$168, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Auto Components industry in Taiwan. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$157 per share.Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$147, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Auto Components industry in Taiwan. Total returns to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$125 per share.Price Target Changed • May 12Price target decreased to NT$180Down from NT$202, the current price target is an average from 8 analysts. New target price is 46% above last closing price of NT$124. Stock is down 22% over the past year. The company is forecast to post earnings per share of NT$11.54 for next year compared to NT$10.47 last year.Reported Earnings • May 11First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: NT$2.82 (down from NT$3.00 in 1Q 2021). Revenue: NT$2.34b (up 3.3% from 1Q 2021). Net income: NT$325.0m (down 4.8% from 1Q 2021). Profit margin: 14% (down from 15% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 12%, compared to a 6.5% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 27Price target decreased to NT$202Down from NT$230, the current price target is an average from 8 analysts. New target price is 62% above last closing price of NT$125. Stock is down 30% over the past year. The company is forecast to post earnings per share of NT$11.91 for next year compared to NT$10.47 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. No experienced directors. 8 highly experienced directors. 3 independent directors (5 non-independent directors). Independent director Jia-Yu Cai was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 02Global PMX Co., Ltd., Annual General Meeting, Jun 27, 2022Global PMX Co., Ltd., Annual General Meeting, Jun 27, 2022.Price Target Changed • Mar 23Price target decreased to NT$214Down from NT$230, the current price target is an average from 6 analysts. New target price is 45% above last closing price of NT$148. Stock is down 22% over the past year. The company is forecast to post earnings per share of NT$11.79 for next year compared to NT$10.47 last year.Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS NT$2.55 (vs NT$2.44 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$2.12b (up 1.4% from 3Q 2020). Net income: NT$294.5m (up 13% from 3Q 2020). Profit margin: 14% (up from 13% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 10Second quarter 2021 earnings released: EPS NT$2.52 (vs NT$0.21 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$2.24b (up 53% from 2Q 2020). Net income: NT$291.1m (up NT$306.3m from 2Q 2020). Profit margin: 13% (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 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 21Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 28 July 2021. Payment date: 25 August 2021. Trailing yield: 2.2%. Lower than top quartile of Taiwanese dividend payers (5.0%). In line with average of industry peers (2.3%).Reported Earnings • May 11First quarter 2021 earnings released: EPS NT$3.00 (vs NT$1.37 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.26b (up 45% from 1Q 2020). Net income: NT$341.4m (up 135% from 1Q 2020). Profit margin: 15% (up from 9.3% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.分析記事 • Apr 27We Think Global PMX (TPE:4551) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Mar 29Would Global PMX Co., Ltd. (TPE:4551) Be Valuable To Income Investors?Today we'll take a closer look at Global PMX Co., Ltd. ( TPE:4551 ) from a dividend investor's perspective. Owning a...Reported Earnings • Mar 23Full year 2020 earnings released: EPS NT$7.19 (vs NT$7.60 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: NT$7.16b (up 43% from FY 2019). Net income: NT$671.9m (up 8.0% from FY 2019). Profit margin: 9.4% (down from 12% 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 5% per year whereas the company’s share price has remained flat.分析記事 • Mar 15When Should You Buy Global PMX Co., Ltd. (TPE:4551)?Global PMX Co., Ltd. ( TPE:4551 ), is not the largest company out there, but it saw significant share price movement...分析記事 • Mar 02Did You Participate In Any Of Global PMX's (TPE:4551) Fantastic 159% Return ?When you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...Is New 90 Day High Low • Feb 25New 90-day high: NT$195The company is up 2.0% from its price of NT$192 on 27 November 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$197 per share.お知らせ • Feb 23Global PMX Co., Ltd. Announces Resignation of Lu Jing-Wei as DirectorGlobal PMX Co., Ltd. announced resignation of Lu Jing-Wei as director position due to personal factors, the date of occurrence of the change is February 22, 2021.Executive Departure • Feb 23Director has left the companyOn the 22nd of February, Jing-Wei Lu's tenure as Director ended after 10.1 years in the role. We don't have any record of a personal shareholding under Jing-Wei's name. Jing-Wei is the only executive to leave the company over the last 12 months.分析記事 • Feb 18Are Strong Financial Prospects The Force That Is Driving The Momentum In Global PMX Co., Ltd.'s TPE:4551) Stock?Most readers would already be aware that Global PMX's (TPE:4551) stock increased significantly by 8.3% over the past...分析記事 • Feb 08Calculating The Intrinsic Value Of Global PMX Co., Ltd. (TPE:4551)In this article we are going to estimate the intrinsic value of Global PMX Co., Ltd. ( TPE:4551 ) by taking the...分析記事 • Jan 27The Returns At Global PMX (TPE:4551) Provide Us With Signs Of What's To ComeDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...株主還元4551TW Auto ComponentsTW 市場7D3.0%0.8%-1.2%1Y59.8%-22.4%90.3%株主還元を見る業界別リターン: 4551過去 1 年間で-22.4 % の収益を上げたTW Auto Components業界を上回りました。リターン対市場: 4551は、過去 1 年間で90.3 % のリターンを上げたTW市場を下回りました。価格変動Is 4551's price volatile compared to industry and market?4551 volatility4551 Average Weekly Movement6.9%Auto Components Industry Average Movement5.5%Market Average Movement6.2%10% most volatile stocks in TW Market12.3%10% least volatile stocks in TW Market2.5%安定した株価: 4551 、 TW市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 4551の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1976n/aMaggie Linwww.global.com.tw株式会社グローバルPMXは、米国、中国、ドイツ、フランス、イタリア、日本を中心に、自動車製品、ハードディスクドライブ、医療機器、各種工業製品向け精密金属部品の製造、加工、販売を行っています。ABSコントロールバルブ、半導体装置部品、トラックトレーラー油圧バルブ、建設機械油圧部品、自動車用インダクション部品、自動車用ディーゼルノズルボディ、自動車用ディーゼルノズルバルブコア部品、自動車用ディーゼルポンプ部品、自動車用ガソリン高圧ポンプ、ディスクドライブ部品、リニアスライドおよび部品を提供している。コンピュータ用ハードディスク部品、産業用制御部品、ファンパンチ金型、金型標準部品、金物、建築、配管設備および金物、金属部品、金物ハンドツール、電子部品、自動車用キー部品、アンチロックブレーキシステム、光学、ディスクドライブおよび部品、半導体部品を生産・販売している。また、デジタルカメラ、精密オンライン測定器、医療用精密部品、自動車用精密部品、一般部品、コンピュータのハードウェアとソフトウェア、電子部品技術の研究開発を提供している。さらに、コンピュータのハードウェアとソフトウェア製品、工業用プラスチック製品製造、その他の非金属製品製造、鉄鋼鋳造、鉄鋼鍛造、鉄鋼とアルミニウムの二次加工などを提供している。Global PMX Co., Ltd.は1987年に設立され、台湾の新北市に本社を置く。もっと見るGlobal PMX Co., Ltd. 基礎のまとめGlobal PMX の収益と売上を時価総額と比較するとどうか。4551 基礎統計学時価総額NT$17.92b収益（TTM）NT$768.06m売上高(TTM)NT$8.09b23.3xPER（株価収益率2.2xP/Sレシオ4551 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計4551 損益計算書（TTM）収益NT$8.09b売上原価NT$6.22b売上総利益NT$1.87bその他の費用NT$1.10b収益NT$768.06m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）6.67グロス・マージン23.12%純利益率9.50%有利子負債／自己資本比率23.6%4551 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.7%現在の配当利回り68%配当性向View Valuation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2026/05/22 21:14終値2026/05/22 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Global PMX Co., Ltd. 6 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。13 アナリスト機関Zhizhong ChenCapital Securities CorporationKuan-Yu ChiCitigroup IncHelen ChienDaiwa Securities Co. Ltd.10 その他のアナリストを表示
Major Estimate Revision • May 15Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$9.18b to NT$9.36b. EPS estimate increased from NT$9.64 to NT$10.82 per share. Net income forecast to grow 68% next year vs 24% growth forecast for Auto Components industry in Taiwan. Consensus price target up from NT$158 to NT$173. Share price rose 14% to NT$155 over the past week.
Reported Earnings • May 09First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: NT$2.00. Revenue: NT$2.27b (up 13% from 1Q 2025). Net income: NT$310.5m (up 30% from 1Q 2025). Profit margin: 14% (up from 12% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Taiwan.
Major Estimate Revision • Mar 12Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from NT$9.08b to NT$8.75b. EPS estimate also fell from NT$9.49 per share to NT$8.08 per share. Net income forecast to grow 59% next year vs 20% growth forecast for Auto Components industry in Taiwan. Consensus price target broadly unchanged at NT$155. Share price was steady at NT$122 over the past week.
お知らせ • Mar 06Global PMX Co., Ltd., Annual General Meeting, May 22, 2026Global PMX Co., Ltd., Annual General Meeting, May 22, 2026, at 09:00 Taipei Standard Time. Location: 23 floor no,120, sec.1 chung yang w. rd., jhongli district, taoyuan city Taiwan
Reported Earnings • Mar 06Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: NT$6.04 (down from NT$8.29 in FY 2024). Revenue: NT$7.82b (up 1.7% from FY 2024). Net income: NT$696.4m (down 27% from FY 2024). Profit margin: 8.9% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Price Target Changed • Mar 02Price target increased by 7.9% to NT$157Up from NT$145, the current price target is an average from 4 analysts. New target price is 25% above last closing price of NT$125. Stock is up 14% over the past year. The company is forecast to post earnings per share of NT$5.80 for next year compared to NT$8.29 last year.
Major Estimate Revision • May 15Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$9.18b to NT$9.36b. EPS estimate increased from NT$9.64 to NT$10.82 per share. Net income forecast to grow 68% next year vs 24% growth forecast for Auto Components industry in Taiwan. Consensus price target up from NT$158 to NT$173. Share price rose 14% to NT$155 over the past week.
Reported Earnings • May 09First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: NT$2.00. Revenue: NT$2.27b (up 13% from 1Q 2025). Net income: NT$310.5m (up 30% from 1Q 2025). Profit margin: 14% (up from 12% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Taiwan.
Major Estimate Revision • Mar 12Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from NT$9.08b to NT$8.75b. EPS estimate also fell from NT$9.49 per share to NT$8.08 per share. Net income forecast to grow 59% next year vs 20% growth forecast for Auto Components industry in Taiwan. Consensus price target broadly unchanged at NT$155. Share price was steady at NT$122 over the past week.
お知らせ • Mar 06Global PMX Co., Ltd., Annual General Meeting, May 22, 2026Global PMX Co., Ltd., Annual General Meeting, May 22, 2026, at 09:00 Taipei Standard Time. Location: 23 floor no,120, sec.1 chung yang w. rd., jhongli district, taoyuan city Taiwan
Reported Earnings • Mar 06Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: NT$6.04 (down from NT$8.29 in FY 2024). Revenue: NT$7.82b (up 1.7% from FY 2024). Net income: NT$696.4m (down 27% from FY 2024). Profit margin: 8.9% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Price Target Changed • Mar 02Price target increased by 7.9% to NT$157Up from NT$145, the current price target is an average from 4 analysts. New target price is 25% above last closing price of NT$125. Stock is up 14% over the past year. The company is forecast to post earnings per share of NT$5.80 for next year compared to NT$8.29 last year.
Price Target Changed • Nov 22Price target decreased by 8.2% to NT$153Down from NT$167, the current price target is an average from 6 analysts. New target price is 37% above last closing price of NT$112. Stock is down 9.7% over the past year. The company is forecast to post earnings per share of NT$5.62 for next year compared to NT$8.29 last year.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$116, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Auto Components industry in Taiwan. Total loss to shareholders of 19% over the past three years.
Reported Earnings • Nov 12Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: NT$2.35 (up from NT$1.76 in 3Q 2024). Revenue: NT$1.94b (down 13% from 3Q 2024). Net income: NT$271.0m (up 34% from 3Q 2024). Profit margin: 14% (up from 9.1% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.3%. Earnings per share (EPS) also missed analyst estimates by 6.7%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Oct 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$156, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Auto Components industry in Taiwan. Total returns to shareholders of 23% over the past three years.
Major Estimate Revision • Aug 14Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$8.52b to NT$8.30b. EPS estimate also fell from NT$8.22 per share to NT$6.87 per share. Net income forecast to grow 30% next year vs 14% growth forecast for Auto Components industry in Taiwan. Consensus price target up from NT$112 to NT$153. Share price rose 3.2% to NT$162 over the past week.
Reported Earnings • Aug 09Second quarter 2025 earnings released: NT$0.78 loss per share (vs NT$1.48 profit in 2Q 2024)Second quarter 2025 results: NT$0.78 loss per share (down from NT$1.48 profit in 2Q 2024). Revenue: NT$1.83b (down 1.6% from 2Q 2024). Net loss: NT$90.4m (down 153% from profit in 2Q 2024). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$141, 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 1.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$67.57 per share.
Upcoming Dividend • Jul 17Upcoming dividend of NT$4.20 per shareEligible shareholders must have bought the stock before 23 July 2025. Payment date: 22 August 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (4.8%).
Declared Dividend • Jul 03Dividend increased to NT$4.20Dividend of NT$4.20 is 68% higher than last year. Ex-date: 23rd July 2025 Payment date: 22nd August 2025 Dividend yield will be 3.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Jun 23New 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 8.9% 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 (8.9% average weekly change).
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 29%After last week's 29% share price gain to NT$118, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Auto Components industry in Taiwan. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$70.53 per share.
Price Target Changed • Jun 04Price target decreased by 8.9% to NT$112Down from NT$123, the current price target is an average from 6 analysts. New target price is 19% above last closing price of NT$94.20. Stock is down 14% over the past year. The company is forecast to post earnings per share of NT$8.22 for next year compared to NT$8.29 last year.
Reported Earnings • May 13First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: NT$2.07 (up from NT$1.50 in 1Q 2024). Revenue: NT$2.01b (up 23% from 1Q 2024). Net income: NT$238.9m (up 39% from 1Q 2024). Profit margin: 12% (up from 11% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • May 03Global PMX Co., Ltd. to Report Q1, 2025 Results on May 12, 2025Global PMX Co., Ltd. announced that they will report Q1, 2025 results on May 12, 2025
Price Target Changed • Apr 11Price target decreased by 8.6% to NT$125Down from NT$137, the current price target is an average from 6 analysts. New target price is 43% above last closing price of NT$87.70. Stock is down 15% over the past year. The company is forecast to post earnings per share of NT$8.22 for next year compared to NT$8.29 last year.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$85.40, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Auto Components industry in Taiwan. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$97.81 per share.
分析記事 • Mar 31Global PMX Co., Ltd.'s (TWSE:4551) Business And Shares Still Trailing The MarketWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") above 20x, you may consider...
Buy Or Sell Opportunity • Mar 20Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.6% to NT$114. The fair value is estimated to be NT$94.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.4% over the last 3 years. Earnings per share has declined by 27%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.
お知らせ • Mar 11+ 1 more updateGlobal PMX Co., Ltd., Annual General Meeting, Jun 18, 2025Global PMX Co., Ltd., Annual General Meeting, Jun 18, 2025. Location: 3 floor no,398, min ch`uan rd., jhongli district, taoyuan city Taiwan
お知らせ • Mar 03Global PMX Co., Ltd. to Report Q4, 2024 Results on Mar 10, 2025Global PMX Co., Ltd. announced that they will report Q4, 2024 results on Mar 10, 2025
分析記事 • Nov 15Global PMX Co., Ltd. (TWSE:4551) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next YearShareholders might have noticed that Global PMX Co., Ltd. ( TWSE:4551 ) filed its quarterly result this time last week...
Reported Earnings • Nov 13Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: NT$1.76 (up from NT$1.52 in 3Q 2023). Revenue: NT$2.22b (up 23% from 3Q 2023). Net income: NT$202.3m (up 16% from 3Q 2023). Profit margin: 9.1% (in line with 3Q 2023). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
New Risk • Nov 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.1% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (8.2% net profit margin).
お知らせ • Nov 02Global PMX Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024Global PMX Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024
Price Target Changed • Oct 09Price target increased by 7.4% to NT$128Up from NT$119, the current price target is an average from 8 analysts. New target price is 10% below last closing price of NT$143. Stock is up 3.3% over the past year. The company is forecast to post earnings per share of NT$6.95 for next year compared to NT$4.47 last year.
分析記事 • Sep 11Are Investors Undervaluing Global PMX Co., Ltd. (TWSE:4551) By 48%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Global PMX fair value estimate is NT$260 Global PMX is...
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$135, 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 loss to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$260 per share.
分析記事 • Aug 21Global PMX Co., Ltd.'s (TWSE:4551) P/E Is Still On The Mark Following 27% Share Price BounceGlobal PMX Co., Ltd. ( TWSE:4551 ) shareholders would be excited to see that the share price has had a great month...
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$122, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Auto Components industry in Taiwan. Total loss to shareholders of 12% over the past three years.
Reported Earnings • Aug 14Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: NT$1.48 (up from NT$1.15 in 2Q 2023). Revenue: NT$1.86b (flat on 2Q 2023). Net income: NT$170.1m (up 29% from 2Q 2023). Profit margin: 9.2% (up from 7.2% in 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 38%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Aug 13Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from NT$7.04 to NT$6.34 per share. Revenue forecast steady at NT$7.84b. Net income forecast to grow 48% next year vs 16% growth forecast for Auto Components industry in Taiwan. Consensus price target of NT$116 unchanged from last update. Share price rose 17% to NT$111 over the past week.
分析記事 • Aug 13Is There Now An Opportunity In Global PMX Co., Ltd. (TWSE:4551)?Global PMX Co., Ltd. ( TWSE:4551 ), might not be a large cap stock, but it saw a double-digit share price rise of over...
お知らせ • Aug 03Global PMX Co., Ltd. to Report Q2, 2024 Results on Aug 12, 2024Global PMX Co., Ltd. announced that they will report Q2, 2024 results on Aug 12, 2024
分析記事 • Jul 23Global PMX (TWSE:4551) Is Paying Out Less In Dividends Than Last YearGlobal PMX Co., Ltd. ( TWSE:4551 ) is reducing its dividend from last year's comparable payment to NT$2.50 on the 28th...
Upcoming Dividend • Jul 19Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 26 July 2024. Payment date: 28 August 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (3.2%).
分析記事 • Jun 24Global PMX's (TWSE:4551) Shareholders Will Receive A Smaller Dividend Than Last YearGlobal PMX Co., Ltd.'s ( TWSE:4551 ) dividend is being reduced from last year's payment covering the same period to...
Declared Dividend • Jun 24Dividend reduced to NT$2.50Dividend of NT$2.50 is 58% lower than last year. Ex-date: 26th July 2024 Payment date: 28th August 2024 Dividend yield will be 2.2%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 31% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 24Global PMX Co., Ltd. Announces Cash Dividend, Payable on August 28, 2024Global PMX Co., Ltd. announced cash dividends of TWD 288,056,245 or TWD 2.5 per share of common stock. Payment date of cash dividend distribution is August 28, 2024. Ex-rights (ex-dividend) trading date is July 26, 2024. Ex-rights (ex-dividend) record date is August 3, 2024. Date of the resolution by the board of directors or shareholders meeting or decision by the Company: June 21, 2024.
Price Target Changed • Jun 21Price target decreased by 11% to NT$114Down from NT$127, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of NT$114. Stock is down 25% over the past year. The company is forecast to post earnings per share of NT$7.04 for next year compared to NT$4.47 last year.
Major Estimate Revision • May 20Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from NT$8.11b to NT$7.71b. EPS estimate also fell from NT$8.09 per share to NT$5.87 per share. Net income forecast to grow 49% next year vs 30% growth forecast for Auto Components industry in Taiwan. Consensus price target of NT$123 unchanged from last update. Share price rose 3.5% to NT$104 over the past week.
Reported Earnings • May 15First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: NT$1.50 (up from NT$1.38 in 1Q 2023). Revenue: NT$1.64b (down 12% from 1Q 2023). Net income: NT$172.4m (up 8.5% from 1Q 2023). Profit margin: 11% (up from 8.5% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 9.8%. Earnings per share (EPS) exceeded analyst estimates by 48%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 14% per year.
お知らせ • May 03Global PMX Co., Ltd. to Report Q1, 2024 Results on May 10, 2024Global PMX Co., Ltd. announced that they will report Q1, 2024 results on May 10, 2024
Major Estimate Revision • Apr 23Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from NT$7.92 to NT$6.58 per share. Revenue forecast steady at NT$8.11b. Net income forecast to grow 47% next year vs 40% growth forecast for Auto Components industry in Taiwan. Consensus price target down from NT$127 to NT$124. Share price fell 3.9% to NT$96.10 over the past week.
Reported Earnings • Mar 18Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: NT$4.47 (down from NT$12.20 in FY 2022). Revenue: NT$7.12b (down 23% from FY 2022). Net income: NT$515.5m (down 63% from FY 2022). Profit margin: 7.2% (down from 15% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 13% 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 fallen by 8% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 12Global PMX Co., Ltd., Annual General Meeting, Jun 14, 2024Global PMX Co., Ltd., Annual General Meeting, Jun 14, 2024. Location: 3F, No.398, Minquan Rd. Zhongli Dist. Taoyuan City Taiwan Agenda: To consider Business Report of 2023; to consider Audit Committee's review of the 2023 annual final accounting books and statements; to consider Distribution of 2023 Earnings of cash dividend Report; to consider Compensation distribution for employees and directors of 2023; to consider Business Report and Financial Statements of 2023; to consider Distribution of 2023 earnings; and to consider other matters.
Price Target Changed • Nov 14Price target decreased by 7.5% to NT$135Down from NT$146, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of NT$132. Stock is down 17% over the past year. The company is forecast to post earnings per share of NT$5.55 for next year compared to NT$12.20 last year.
New Risk • Nov 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.9% Last year net profit margin: 15% 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 90% Cash payout ratio: 92% Minor Risk Profit margins are more than 30% lower than last year (9.9% net profit margin).
Reported Earnings • Aug 08Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: NT$1.15 (down from NT$3.11 in 2Q 2022). Revenue: NT$1.84b (down 20% from 2Q 2022). Net income: NT$132.3m (down 63% from 2Q 2022). Profit margin: 7.2% (down from 16% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates by 40%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Auto Components industry in Taiwan. 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 8% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Aug 08Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$9.03b to NT$8.60b. EPS estimate also fell from NT$9.46 per share to NT$8.28 per share. Net income forecast to shrink 14% next year vs 5.5% growth forecast for Auto Components industry in Taiwan . Consensus price target broadly unchanged at NT$154. Share price fell 2.9% to NT$133 over the past week.
お知らせ • Jul 29+ 1 more updateGlobal PMX Co., Ltd. Announces Executive ChangesName of the previous position holder: Lin, En-Dao. Resume of the previous position holder: Chairperson and president of Global PMX Co., Ltd. Name of the new position holder: Chairperson: GLegal Person Director, Sixxon Tech Co., Ltd. President: GLin, Ci-Qing. Resume of the new position holder: Legal Person Director, Sixxon Tech Co., Ltd. GLegal Person Director of Global PMX Co., Ltd. Lin, Ci-Qing¡GDirector and Group Executive Vice President of Global PMX Co., Ltd. Effective date of the new appointment: July 28, 2023.
お知らせ • Jul 28Global Pmx Co., Ltd. Announces Demise of Lin, En-Dao, Chairperson and President of the Company and the Executive Director of SubsidiariesGlobal PMX Co., Ltd. announced chairperson and president of the company and the Executive Director of Subsidiaries passed away. Name of the previous position holder: Lin, En-Dao. Resume of the previous position holder: Chairperson and president of Global PMX Co., Ltd. and the executive director of subsidiaries, Global PMX Co., Ltd.(Zhejiang) and Global PMX Co., Ltd.(Jiaxing). The date of change is July 27, 2023.
Upcoming Dividend • Jul 07Upcoming dividend of NT$6.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 14 July 2023. Payment date: 15 August 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.1%).
お知らせ • Jun 22Global PMX Co., Ltd. Announces Board ChangesGlobal PMX Co., Ltd. appointed Lin, Ci-Qing/Group Executive Vice President of Global PMX Co., Ltd, Chung, I-Teng/Director of Sixxon Precision Machinery Co., Ltd. as Director. Huang, Fung-Ting/Country Manager of NEXT Biometrics Taiwan, Chen, Chun-Yuan/General Manager of Ai Wei Hsiang Food Corporation, Lin, Pai-wen/Chairman of Protect-eco Technology & Consultants Co.,Ltd. The company announced the resignation of Lin, Zheng-Sheng and Lin, Liang-Xiong as Director and Yang, Xiang-Yu, Ku, Ching-Te as Independent Directors.
お知らせ • Jun 21+ 3 more updatesGlobal PMX Co., Ltd. Announces Change in Representative of the Company's Legal Person DirectorGlobal PMX Co., Ltd. announced change in representative of the Company's legal person director. Name of legal person: Sixxon Tech Co., Ltd. Name of the previous position holder: Yan, Rui-Quan. Resume of the previous position holder: Assistant vice president of Global PMX Co., Ltd. Name of the new position holder: Chang, Wen-Ming. Resume of the new position holder: Consultant to the General Manager of Global PMX Co., Ltd. Effective date of the new appointment: June 20, 2023.
Price Target Changed • May 11Price target decreased by 13% to NT$157Down from NT$181, the current price target is an average from 8 analysts. New target price is 22% above last closing price of NT$130. Stock is up 4.9% over the past year. The company is forecast to post earnings per share of NT$9.82 for next year compared to NT$12.20 last year.
Major Estimate Revision • May 10Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$9.71b to NT$8.80b. EPS estimate also fell from NT$11.76 per share to NT$10.17 per share. Net income forecast to shrink 17% next year vs 3.6% growth forecast for Auto Components industry in Taiwan . Consensus price target down from NT$181 to NT$174. Share price fell 4.0% to NT$134 over the past week.
Price Target Changed • May 09Price target decreased by 9.4% to NT$175Down from NT$194, the current price target is an average from 8 analysts. New target price is 26% above last closing price of NT$140. Stock is up 9.0% over the past year. The company is forecast to post earnings per share of NT$11.76 for next year compared to NT$12.20 last year.
Reported Earnings • Mar 28Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: NT$12.20 (up from NT$10.47 in FY 2021). Revenue: NT$9.24b (up 4.8% from FY 2021). Net income: NT$1.41b (up 17% from FY 2021). Profit margin: 15% (up from 14% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 2.6%. Revenue is forecast to grow 14% 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 31% per year but the company’s share price has only increased by 10% 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. No experienced directors. 8 highly experienced directors. 3 independent directors (5 non-independent directors). Independent director Jia-Yu Cai was the last independent director to join the board, commencing their role in 2014. 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 • Nov 09Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: NT$3.68 (up from NT$2.56 in 3Q 2021). Revenue: NT$2.38b (up 12% from 3Q 2021). Net income: NT$423.3m (up 44% from 3Q 2021). Profit margin: 18% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 20%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Auto Components industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$147, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Auto Components industry in Taiwan. Total loss to shareholders of 12% over the past three years.
Reported Earnings • Aug 10Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: EPS: NT$3.11 (up from NT$2.53 in 2Q 2021). Revenue: NT$2.29b (up 2.1% from 2Q 2021). Net income: NT$358.7m (up 23% from 2Q 2021). Profit margin: 16% (up from 13% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 22%. Over the next year, revenue is forecast to grow 15%, compared to a 16% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 28% 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 • Jul 21Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 26 August 2022. Payout ratio is a comfortable 49% but the company is paying out more than the cash it is generating. Trailing yield: 3.1%. Lower than top quartile of Taiwanese dividend payers (6.7%). Higher than average of industry peers (2.8%).
お知らせ • Jul 15Global PMX Co., Ltd. Announces Cash Dividend, Payable August 26, 2022The board of directors or shareholders meeting or decision by the Global PMX Co., Ltd. 13, July 2022 announced Cash dividends TWD 5.00 per share of common stock. Ex-rights (ex-dividend) trading date July 28, 2022. Ex-rights (ex-dividend) record date August 4, 2022. The designated distribution date for the cash dividends will be on August 26, 2022.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$168, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Auto Components industry in Taiwan. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$157 per share.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$147, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Auto Components industry in Taiwan. Total returns to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$125 per share.
Price Target Changed • May 12Price target decreased to NT$180Down from NT$202, the current price target is an average from 8 analysts. New target price is 46% above last closing price of NT$124. Stock is down 22% over the past year. The company is forecast to post earnings per share of NT$11.54 for next year compared to NT$10.47 last year.
Reported Earnings • May 11First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: NT$2.82 (down from NT$3.00 in 1Q 2021). Revenue: NT$2.34b (up 3.3% from 1Q 2021). Net income: NT$325.0m (down 4.8% from 1Q 2021). Profit margin: 14% (down from 15% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 12%, compared to a 6.5% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 27Price target decreased to NT$202Down from NT$230, the current price target is an average from 8 analysts. New target price is 62% above last closing price of NT$125. Stock is down 30% over the past year. The company is forecast to post earnings per share of NT$11.91 for next year compared to NT$10.47 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. No experienced directors. 8 highly experienced directors. 3 independent directors (5 non-independent directors). Independent director Jia-Yu Cai was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 02Global PMX Co., Ltd., Annual General Meeting, Jun 27, 2022Global PMX Co., Ltd., Annual General Meeting, Jun 27, 2022.
Price Target Changed • Mar 23Price target decreased to NT$214Down from NT$230, the current price target is an average from 6 analysts. New target price is 45% above last closing price of NT$148. Stock is down 22% over the past year. The company is forecast to post earnings per share of NT$11.79 for next year compared to NT$10.47 last year.
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS NT$2.55 (vs NT$2.44 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$2.12b (up 1.4% from 3Q 2020). Net income: NT$294.5m (up 13% from 3Q 2020). Profit margin: 14% (up from 13% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 10Second quarter 2021 earnings released: EPS NT$2.52 (vs NT$0.21 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$2.24b (up 53% from 2Q 2020). Net income: NT$291.1m (up NT$306.3m from 2Q 2020). Profit margin: 13% (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 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 21Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 28 July 2021. Payment date: 25 August 2021. Trailing yield: 2.2%. Lower than top quartile of Taiwanese dividend payers (5.0%). In line with average of industry peers (2.3%).
Reported Earnings • May 11First quarter 2021 earnings released: EPS NT$3.00 (vs NT$1.37 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.26b (up 45% from 1Q 2020). Net income: NT$341.4m (up 135% from 1Q 2020). Profit margin: 15% (up from 9.3% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.
分析記事 • Apr 27We Think Global PMX (TPE:4551) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Mar 29Would Global PMX Co., Ltd. (TPE:4551) Be Valuable To Income Investors?Today we'll take a closer look at Global PMX Co., Ltd. ( TPE:4551 ) from a dividend investor's perspective. Owning a...
Reported Earnings • Mar 23Full year 2020 earnings released: EPS NT$7.19 (vs NT$7.60 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: NT$7.16b (up 43% from FY 2019). Net income: NT$671.9m (up 8.0% from FY 2019). Profit margin: 9.4% (down from 12% 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 5% per year whereas the company’s share price has remained flat.
分析記事 • Mar 15When Should You Buy Global PMX Co., Ltd. (TPE:4551)?Global PMX Co., Ltd. ( TPE:4551 ), is not the largest company out there, but it saw significant share price movement...
分析記事 • Mar 02Did You Participate In Any Of Global PMX's (TPE:4551) Fantastic 159% Return ?When you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...
Is New 90 Day High Low • Feb 25New 90-day high: NT$195The company is up 2.0% from its price of NT$192 on 27 November 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$197 per share.
お知らせ • Feb 23Global PMX Co., Ltd. Announces Resignation of Lu Jing-Wei as DirectorGlobal PMX Co., Ltd. announced resignation of Lu Jing-Wei as director position due to personal factors, the date of occurrence of the change is February 22, 2021.
Executive Departure • Feb 23Director has left the companyOn the 22nd of February, Jing-Wei Lu's tenure as Director ended after 10.1 years in the role. We don't have any record of a personal shareholding under Jing-Wei's name. Jing-Wei is the only executive to leave the company over the last 12 months.
分析記事 • Feb 18Are Strong Financial Prospects The Force That Is Driving The Momentum In Global PMX Co., Ltd.'s TPE:4551) Stock?Most readers would already be aware that Global PMX's (TPE:4551) stock increased significantly by 8.3% over the past...
分析記事 • Feb 08Calculating The Intrinsic Value Of Global PMX Co., Ltd. (TPE:4551)In this article we are going to estimate the intrinsic value of Global PMX Co., Ltd. ( TPE:4551 ) by taking the...
分析記事 • Jan 27The Returns At Global PMX (TPE:4551) Provide Us With Signs Of What's To ComeDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
