View Future GrowthAMPACS 過去の業績過去 基準チェック /16AMPACSの収益は年間平均-5.7%の割合で減少していますが、 Consumer Durables業界の収益は年間 増加しています。収益は年間3.2% 0.4%割合で 増加しています。 AMPACSの自己資本利益率は4.5%であり、純利益率は2.2%です。主要情報-5.71%収益成長率-7.09%EPS成長率Consumer Durables 業界の成長6.66%収益成長率0.38%株主資本利益率4.50%ネット・マージン2.22%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 20First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: NT$0.19 loss per share (improved from NT$0.30 loss in 1Q 2025). Revenue: NT$1.08b (down 6.7% from 1Q 2025). Net loss: NT$27.7m (loss narrowed 37% from 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 27Full year 2025 earnings released: EPS: NT$0.71 (vs NT$2.10 in FY 2024)Full year 2025 results: EPS: NT$0.71 (down from NT$2.10 in FY 2024). Revenue: NT$5.54b (down 20% from FY 2024). Net income: NT$104.9m (down 66% from FY 2024). Profit margin: 1.9% (down from 4.5% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 15Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: NT$0.10 loss per share (down from NT$0.72 profit in 2Q 2024). Revenue: NT$1.24b (down 31% from 2Q 2024). Net loss: NT$15.2m (down 114% from profit in 2Q 2024). Revenue missed analyst estimates by 8.3%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • May 07AMPACS Corporation to Report Q1, 2025 Results on May 14, 2025AMPACS Corporation announced that they will report Q1, 2025 results on May 14, 2025Reported Earnings • Apr 01Full year 2024 earnings released: EPS: NT$2.10 (vs NT$0.046 loss in FY 2023)Full year 2024 results: EPS: NT$2.10 (up from NT$0.046 loss in FY 2023). Revenue: NT$6.88b (up 78% from FY 2023). Net income: NT$309.7m (up NT$316.5m from FY 2023). Profit margin: 4.5% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Mar 05AMPACS Corporation to Report Fiscal Year 2024 Results on Mar 12, 2025AMPACS Corporation announced that they will report fiscal year 2024 results on Mar 12, 2025すべての更新を表示Recent updatesReported Earnings • May 20First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: NT$0.19 loss per share (improved from NT$0.30 loss in 1Q 2025). Revenue: NT$1.08b (down 6.7% from 1Q 2025). Net loss: NT$27.7m (loss narrowed 37% from 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Apr 27Now 26% overvaluedThe stock has been flat over the last 90 days, currently trading at NT$27.80. The fair value is estimated to be NT$22.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 56%.Declared Dividend • Apr 25Dividend of NT$3.00 announcedShareholders will receive a dividend of NT$3.00. Ex-date: 4th August 2026 Payment date: 31st August 2026 Dividend yield will be 12%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 6x earnings) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 28% per year over the past 6 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 599% to bring the payout ratio under control. However, EPS has declined by 28% over the last 5 years so the company would need to reverse this trend.お知らせ • Apr 24AMPACS Corporation announces Annual dividend, payable on August 31, 2026AMPACS Corporation announced Annual dividend of TWD 0.3000 per share payable on August 31, 2026, ex-date on August 04, 2026 and record date on August 05, 2026.Reported Earnings • Mar 27Full year 2025 earnings released: EPS: NT$0.71 (vs NT$2.10 in FY 2024)Full year 2025 results: EPS: NT$0.71 (down from NT$2.10 in FY 2024). Revenue: NT$5.54b (down 20% from FY 2024). Net income: NT$104.9m (down 66% from FY 2024). Profit margin: 1.9% (down from 4.5% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.お知らせ • Mar 13AMPACS Corporation, Annual General Meeting, Jun 24, 2026AMPACS Corporation, Annual General Meeting, Jun 24, 2026. Location: 3 floor building. a no,166, ching mao 2nd rd., nangang district, taipei city TaiwanNew Risk • Feb 02New major risk - Revenue and earnings growthEarnings have declined by 23% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 6x earnings per share. Cash payout ratio: 119% Earnings have declined by 23% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin).New Risk • Nov 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.6% Last year net profit margin: 5.4% 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 Risks Interest payments are not well covered by earnings (2.3x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 6x earnings per share. Cash payout ratio: 119% Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin).Reported Earnings • Aug 15Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: NT$0.10 loss per share (down from NT$0.72 profit in 2Q 2024). Revenue: NT$1.24b (down 31% from 2Q 2024). Net loss: NT$15.2m (down 114% from profit in 2Q 2024). Revenue missed analyst estimates by 8.3%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jul 28Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 04 August 2025. Payment date: 29 August 2025. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (4.6%).New Risk • Jul 03New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 126% Dividend yield: 4.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.7x net interest cover). Earnings have declined by 21% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (126% cash payout ratio).Declared Dividend • May 16Dividend increased to NT$1.50Dividend of NT$1.50 is 200% higher than last year. Ex-date: 4th August 2025 Payment date: 29th August 2025 Dividend yield will be 4.8%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 5 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 15AMPACS Corporation announces Annual dividend, payable on August 29, 2025AMPACS Corporation announced Annual dividend of TWD 0.3000 per share payable on August 29, 2025, ex-date on August 04, 2025 and record date on August 05, 2025.お知らせ • May 07AMPACS Corporation to Report Q1, 2025 Results on May 14, 2025AMPACS Corporation announced that they will report Q1, 2025 results on May 14, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$31.05, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 14x in the Consumer Durables industry in Taiwan. Total loss to shareholders of 43% over the past three years.Reported Earnings • Apr 01Full year 2024 earnings released: EPS: NT$2.10 (vs NT$0.046 loss in FY 2023)Full year 2024 results: EPS: NT$2.10 (up from NT$0.046 loss in FY 2023). Revenue: NT$6.88b (up 78% from FY 2023). Net income: NT$309.7m (up NT$316.5m from FY 2023). Profit margin: 4.5% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.分析記事 • Mar 31AMPACS Corporation (TWSE:6743) Looks Inexpensive But Perhaps Not Attractive EnoughAMPACS Corporation's ( TWSE:6743 ) price-to-sales (or "P/S") ratio of 0.9x may look like a pretty appealing investment...お知らせ • Mar 14AMPACS Corporation, Annual General Meeting, Jun 25, 2025AMPACS Corporation, Annual General Meeting, Jun 25, 2025, at 09:00 Taipei Standard Time. Location: 3 floor building. a no,166, ching mao 2nd rd., nangang district, taipei city TaiwanNew Risk • Mar 06New major risk - Revenue and earnings growthEarnings have declined by 33% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (3.0x net interest cover). Earnings have declined by 33% per year over the past 5 years.お知らせ • Mar 05AMPACS Corporation to Report Fiscal Year 2024 Results on Mar 12, 2025AMPACS Corporation announced that they will report fiscal year 2024 results on Mar 12, 2025分析記事 • Feb 11Returns On Capital Are Showing Encouraging Signs At AMPACS (TWSE:6743)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Nov 17Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: NT$1.79 (up from NT$0.013 in 3Q 2023). Revenue: NT$2.45b (up 140% from 3Q 2023). Net income: NT$263.9m (up NT$261.9m from 3Q 2023). Profit margin: 11% (up from 0.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 25%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Consumer Durables industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.お知らせ • Nov 05AMPACS Corporation to Report Q3, 2024 Results on Nov 12, 2024AMPACS Corporation announced that they will report Q3, 2024 results on Nov 12, 2024お知らせ • Sep 13AMPACS Corporation's Subsidiary Ampacs International Co., Ltd. Announces Change of General ManagerAMPACS Corporation's Subsidiary Ampacs International Co. Ltd. announced change of General Manager. Name of the previous position holder: Huang Wei Wen. Resume of the previous position holder: GM of Ampacs International Co. Ltd. Name of the new position holder: Ho Yung Tang. Resume of the new position holder: VP of Dongguan Yixin Electronics Co. Effective date of the new appointment: September 12, 2024.分析記事 • Sep 05AMPACS Corporation (TWSE:6743) Soars 30% But It's A Story Of Risk Vs RewardAMPACS Corporation ( TWSE:6743 ) shareholders would be excited to see that the share price has had a great month...Reported Earnings • Aug 16Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: NT$0.72 (up from NT$0.033 in 2Q 2023). Revenue: NT$1.81b (up 74% from 2Q 2023). Net income: NT$106.6m (up NT$101.8m from 2Q 2023). Profit margin: 5.9% (up from 0.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 36% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.New Risk • Aug 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.1x net interest cover). Minor Risk Share price has been volatile over the past 3 months (7.4% average weekly change).お知らせ • Aug 06AMPACS Corporation to Report Q2, 2024 Results on Aug 13, 2024AMPACS Corporation announced that they will report Q2, 2024 results on Aug 13, 2024Upcoming Dividend • Jul 29Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 05 August 2024. Payment date: 30 August 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Taiwanese dividend payers (4.3%). Lower than average of industry peers (3.3%).分析記事 • Jul 19AMPACS (TWSE:6743) Has Affirmed Its Dividend Of NT$0.50The board of AMPACS Corporation ( TWSE:6743 ) has announced that it will pay a dividend of NT$0.50 per share on the...分析記事 • Jun 17AMPACS (TWSE:6743) Is Paying Out A Dividend Of NT$0.50AMPACS Corporation's ( TWSE:6743 ) investors are due to receive a payment of NT$0.50 per share on 30th of August. This...分析記事 • May 27AMPACS (TWSE:6743) Is Due To Pay A Dividend Of NT$0.50AMPACS Corporation ( TWSE:6743 ) has announced that it will pay a dividend of NT$0.50 per share on the 30th of August...Reported Earnings • May 19First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: NT$0.26 loss per share (further deteriorated from NT$0.15 loss in 1Q 2023). Revenue: NT$1.14b (up 31% from 1Q 2023). Net loss: NT$38.3m (loss widened 72% from 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 86%. Revenue is forecast to grow 41% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 105 percentage points per year, which is a significant difference in performance.お知らせ • May 08AMPACS Corporation to Report Q1, 2024 Results on May 14, 2024AMPACS Corporation announced that they will report Q1, 2024 results on May 14, 2024Declared Dividend • May 05Dividend of NT$0.50 announcedDividend of NT$0.50 is the same as last year. Ex-date: 5th August 2024 Payment date: 30th August 2024 Dividend yield will be 0.8%, which is lower than the industry average of 4.1%.分析記事 • Apr 15AMPACS Corporation (TWSE:6743) Soars 25% But It's A Story Of Risk Vs RewardAMPACS Corporation ( TWSE:6743 ) shareholders would be excited to see that the share price has had a great month...分析記事 • Mar 28Results: AMPACS Corporation Delivered A Surprise Loss And Now Analysts Have New ForecastsShareholders of AMPACS Corporation ( TWSE:6743 ) will be pleased this week, given that the stock price is up 11% to...Reported Earnings • Mar 27Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: NT$0.05 loss per share (down from NT$0.50 profit in FY 2022). Revenue: NT$3.86b (down 24% from FY 2022). Net loss: NT$6.82m (down 109% from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.分析記事 • Mar 26Returns On Capital At AMPACS (TWSE:6743) Paint A Concerning PictureTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...お知らせ • Mar 15AMPACS Corporation, Annual General Meeting, Jun 21, 2024AMPACS Corporation, Annual General Meeting, Jun 21, 2024. Location: 3F, Building A,No. 166, Jingmao 2nd Rd., Nangang Dist Taipei City Taiwan Agenda: To consider 2023 Business Report; to consider the Audit Committee's Review Report on the Company's Financial Statement of 2023; to consider and ratify the business report and financial statements of 2023. 7.Cause for convening the meeting; and to transact such other business matters.Reported Earnings • Aug 17Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: NT$0.03 (down from NT$0.072 in 2Q 2022). Revenue: NT$1.04b (down 26% from 2Q 2022). Net income: NT$4.82m (down 54% from 2Q 2022). Profit margin: 0.5% (down from 0.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 62% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.Price Target Changed • Aug 15Price target decreased by 41% to NT$50.00Down from NT$85.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of NT$49.25. Stock is up 19% over the past year. The company is forecast to post earnings per share of NT$1.04 for next year compared to NT$0.50 last year.Upcoming Dividend • Jul 27Upcoming dividend of NT$0.50 per share at 0.9% yieldEligible shareholders must have bought the stock before 03 August 2023. Payment date: 30 August 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.9%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.1%).New Risk • Jun 24New 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 7.8% 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 Risks Interest payments are not well covered by earnings (1.0x net interest cover). Share price has been highly volatile over the past 3 months (7.8% average weekly change). Earnings have declined by 31% per year over the past 5 years.Reported Earnings • Mar 30Full year 2022 earnings released: EPS: NT$0.50 (vs NT$0.33 loss in FY 2021)Full year 2022 results: EPS: NT$0.50 (up from NT$0.33 loss in FY 2021). Revenue: NT$5.05b (down 11% from FY 2021). Net income: NT$73.3m (up NT$122.6m from FY 2021). Profit margin: 1.5% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.Price Target Changed • Nov 16Price target decreased to NT$45.00Down from NT$80.00, the current price target is provided by 1 analyst. New target price is 45% above last closing price of NT$31.00. Stock is down 57% over the past year. The company is forecast to post earnings per share of NT$5.66 next year compared to a net loss per share of NT$0.33 last year.Reported Earnings • Aug 14Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: NT$0.07 (down from NT$0.27 in 2Q 2021). Revenue: NT$1.40b (down 12% from 2Q 2021). Net income: NT$10.6m (down 74% from 2Q 2021). Profit margin: 0.8% (down from 2.5% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.7%. Earnings per share (EPS) also missed analyst estimates by 86%. Over the next year, revenue is forecast to grow 55%, compared to a 13% growth forecast for the industry in Taiwan.Upcoming Dividend • Jul 27Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 03 August 2022. Payment date: 30 August 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Taiwanese dividend payers (6.7%). Lower than average of industry peers (4.9%).Reported Earnings • May 14First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: NT$0.23 (up from NT$0.11 in 1Q 2021). Revenue: NT$1.51b (up 30% from 1Q 2021). Net income: NT$34.4m (up 101% from 1Q 2021). Profit margin: 2.3% (up from 1.5% in 1Q 2021). Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 75%. Over the next year, revenue is forecast to grow 76%, compared to a 12% growth forecast for the industry in Taiwan.Price Target Changed • Apr 27Price target decreased to NT$80.00Down from NT$126, the current price target is an average from 2 analysts. New target price is 68% above last closing price of NT$47.70. Stock is down 58% over the past year. The company is forecast to post earnings per share of NT$5.84 next year compared to a net loss per share of NT$0.33 last year.Reported Earnings • Mar 31Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: NT$0.33 loss per share (down from NT$3.58 profit in FY 2020). Revenue: NT$5.68b (up 14% from FY 2020). Net loss: NT$49.2m (down 110% from profit in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 53%. Over the next year, revenue is forecast to grow 68%, compared to a 11% growth forecast for the industry in Taiwan.Reported Earnings • Nov 12Third quarter 2021 earnings released: NT$0.38 loss per share (vs NT$2.19 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: NT$1.29b (down 38% from 3Q 2020). Net loss: NT$56.7m (down 119% from profit in 3Q 2020).Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improved over the past weekAfter last week's 37% share price gain to NT$74.10, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Consumer Durables industry in Asia. Total returns to shareholders of 2.3% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$72.52 per share.Upcoming Dividend • Sep 08Upcoming dividend of NT$1.64 per shareEligible shareholders must have bought the stock before 15 September 2021. Payment date: 14 October 2021. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (4.0%).Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 24% share price gain to NT$89.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Consumer Durables industry in Asia. Total loss to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$78.35 per share.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to NT$87.60, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Consumer Durables industry in Asia. Total loss to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$81.78 per share.Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improved over the past weekAfter last week's 23% share price gain to NT$138, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Consumer Durables industry in Asia. Total returns to shareholders of 83% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$83.28 per share.Major Estimate Revision • Jun 04Consensus EPS estimates fall to NT$7.28The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from NT$9.87b to NT$9.01b. EPS estimate also fell from NT$12.13 to NT$7.28. Net income forecast to grow 94% next year vs 20% growth forecast for Consumer Durables industry in Taiwan. Consensus price target down from NT$168 to NT$155. Share price fell 3.6% to NT$121 over the past week.Valuation Update With 7 Day Price Move • May 27Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$125, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Consumer Durables industry in Asia. Total returns to shareholders of 88% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$167 per share.Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$0.14 (vs NT$0.35 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: NT$1.16b (up 73% from 1Q 2020). Net income: NT$17.1m (down 55% from 1Q 2020). Profit margin: 1.5% (down from 5.7% in 1Q 2020). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$109, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Consumer Durables industry in Asia. Total returns to shareholders of 127% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$166 per share.Valuation Update With 7 Day Price Move • Apr 25Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$139, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Consumer Durables industry in Asia. Total returns to shareholders of 305% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$145 per share.Reported Earnings • Apr 01Full year 2020 earnings released: EPS NT$4.40 (vs NT$0.99 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$5.00b (up 115% from FY 2019). Net income: NT$488.6m (up 365% from FY 2019). Profit margin: 9.8% (up from 4.5% in FY 2019). The increase in margin was driven by higher revenue.分析記事 • Apr 01Estimating The Intrinsic Value Of AMPACS Corporation (TPE:6743)Does the April share price for AMPACS Corporation ( TPE:6743 ) reflect what it's really worth? Today, we will estimate...分析記事 • Mar 04Is AMPACS Corporation's (TPE:6743) ROE Of 25% Impressive?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$160, the stock is trading at a trailing P/E ratio of 41.4x, up from the previous P/E ratio of 35.6x. This compares to an average P/E of 17x in the Consumer Durables industry in Taiwan. Total returns to shareholders over the past year are 353%.Is New 90 Day High Low • Feb 22New 90-day high: NT$157The company is up 21% from its price of NT$130 on 24 November 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 9.0% over the same period.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$140, the stock is trading at a trailing P/E ratio of 36.2x, up from the previous P/E ratio of 30.4x. This compares to an average P/E of 16x in the Consumer Durables industry in Taiwan. Total returns to shareholders over the past year are 283%.分析記事 • Jan 26Is AMPACS' (TPE:6743) 213% Share Price Increase Well Justified?AMPACS Corporation ( TPE:6743 ) shareholders might be concerned after seeing the share price drop 19% in the last...分析記事 • Dec 30AMPACS's (TPE:6743) Earnings Are Growing But Is There More To The Story?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. That said, the...Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 25% share price gain to NT$150, the stock is trading at a trailing P/E ratio of 38.7x, up from the previous P/E ratio of 31.1x. This compares to an average P/E of 16x in the Consumer Durables industry in Taiwan. Total returns to shareholders over the past year are 350%.Is New 90 Day High Low • Dec 09New 90-day high: NT$141The company is up 32% from its price of NT$107 on 11 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 6.0% over the same period.分析記事 • Dec 02Here's What AMPACS' (GTSM:6743) Strong Returns On Capital MeansIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Is New 90 Day High Low • Nov 18New 90-day high: NT$135The company is up 28% from its price of NT$105 on 20 August 2020. The Taiwanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 2.0% over the same period.Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of NT$425.1m, up 177% from the prior year. Total revenue was NT$4.06b over the last 12 months, up 51% from the prior year.Is New 90 Day High Low • Oct 06New 90-day high: NT$117The company is up 44% from its price of NT$80.98 on 08 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 2.0% over the same period.収支内訳AMPACS の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TWSE:6743 収益、費用、利益 ( )TWD Millions日付収益収益G+A経費研究開発費31 Mar 265,46212143919831 Dec 255,54010542618830 Sep 255,6203542618530 Jun 256,33218245217531 Mar 256,89930451516931 Dec 246,88131050017330 Sep 246,32634147916430 Jun 244,9017944016631 Mar 244,131-2339416731 Dec 233,861-737917530 Sep 233,861-2537119030 Jun 234,0541137620231 Mar 234,4171737620931 Dec 225,0527337421730 Sep 225,7573343022330 Jun 225,836-6242522831 Mar 226,031-3245522831 Dec 215,679-4946922130 Sep 215,63111741023430 Jun 216,41647043321831 Mar 215,87154639521231 Dec 204,99848936820430 Sep 204,06342534917030 Jun 202,88127331415231 Mar 202,22111029914931 Dec 192,32710529415530 Sep 192,82120030615530 Jun 193,07120330916431 Mar 193,37626230114331 Dec 183,68132029312231 Dec 172,7672202599931 Dec 162,66126227661質の高い収益: 6743は 高品質の収益 を持っています。利益率の向上: 6743の現在の純利益率 (2.2%)は、昨年(4.4%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 6743の収益は過去 5 年間で年間5.7%減少しました。成長の加速: 6743は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 6743は過去 1 年間で収益成長率がマイナス ( -60.2% ) となったため、 Consumer Durables業界平均 ( -24.3% ) と比較することが困難です。株主資本利益率高いROE: 6743の 自己資本利益率 ( 4.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-durables 、過去の業績が好調な企業。View Financial Health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2026/05/23 06:24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AMPACS Corporation 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Yiho LiuCapital Securities CorporationPo Yin ChenYuanta Research
Reported Earnings • May 20First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: NT$0.19 loss per share (improved from NT$0.30 loss in 1Q 2025). Revenue: NT$1.08b (down 6.7% from 1Q 2025). Net loss: NT$27.7m (loss narrowed 37% from 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 27Full year 2025 earnings released: EPS: NT$0.71 (vs NT$2.10 in FY 2024)Full year 2025 results: EPS: NT$0.71 (down from NT$2.10 in FY 2024). Revenue: NT$5.54b (down 20% from FY 2024). Net income: NT$104.9m (down 66% from FY 2024). Profit margin: 1.9% (down from 4.5% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 15Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: NT$0.10 loss per share (down from NT$0.72 profit in 2Q 2024). Revenue: NT$1.24b (down 31% from 2Q 2024). Net loss: NT$15.2m (down 114% from profit in 2Q 2024). Revenue missed analyst estimates by 8.3%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • May 07AMPACS Corporation to Report Q1, 2025 Results on May 14, 2025AMPACS Corporation announced that they will report Q1, 2025 results on May 14, 2025
Reported Earnings • Apr 01Full year 2024 earnings released: EPS: NT$2.10 (vs NT$0.046 loss in FY 2023)Full year 2024 results: EPS: NT$2.10 (up from NT$0.046 loss in FY 2023). Revenue: NT$6.88b (up 78% from FY 2023). Net income: NT$309.7m (up NT$316.5m from FY 2023). Profit margin: 4.5% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Mar 05AMPACS Corporation to Report Fiscal Year 2024 Results on Mar 12, 2025AMPACS Corporation announced that they will report fiscal year 2024 results on Mar 12, 2025
Reported Earnings • May 20First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: NT$0.19 loss per share (improved from NT$0.30 loss in 1Q 2025). Revenue: NT$1.08b (down 6.7% from 1Q 2025). Net loss: NT$27.7m (loss narrowed 37% from 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Apr 27Now 26% overvaluedThe stock has been flat over the last 90 days, currently trading at NT$27.80. The fair value is estimated to be NT$22.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 56%.
Declared Dividend • Apr 25Dividend of NT$3.00 announcedShareholders will receive a dividend of NT$3.00. Ex-date: 4th August 2026 Payment date: 31st August 2026 Dividend yield will be 12%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 6x earnings) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 28% per year over the past 6 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 599% to bring the payout ratio under control. However, EPS has declined by 28% over the last 5 years so the company would need to reverse this trend.
お知らせ • Apr 24AMPACS Corporation announces Annual dividend, payable on August 31, 2026AMPACS Corporation announced Annual dividend of TWD 0.3000 per share payable on August 31, 2026, ex-date on August 04, 2026 and record date on August 05, 2026.
Reported Earnings • Mar 27Full year 2025 earnings released: EPS: NT$0.71 (vs NT$2.10 in FY 2024)Full year 2025 results: EPS: NT$0.71 (down from NT$2.10 in FY 2024). Revenue: NT$5.54b (down 20% from FY 2024). Net income: NT$104.9m (down 66% from FY 2024). Profit margin: 1.9% (down from 4.5% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
お知らせ • Mar 13AMPACS Corporation, Annual General Meeting, Jun 24, 2026AMPACS Corporation, Annual General Meeting, Jun 24, 2026. Location: 3 floor building. a no,166, ching mao 2nd rd., nangang district, taipei city Taiwan
New Risk • Feb 02New major risk - Revenue and earnings growthEarnings have declined by 23% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 6x earnings per share. Cash payout ratio: 119% Earnings have declined by 23% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin).
New Risk • Nov 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.6% Last year net profit margin: 5.4% 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 Risks Interest payments are not well covered by earnings (2.3x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 6x earnings per share. Cash payout ratio: 119% Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin).
Reported Earnings • Aug 15Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: NT$0.10 loss per share (down from NT$0.72 profit in 2Q 2024). Revenue: NT$1.24b (down 31% from 2Q 2024). Net loss: NT$15.2m (down 114% from profit in 2Q 2024). Revenue missed analyst estimates by 8.3%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jul 28Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 04 August 2025. Payment date: 29 August 2025. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (4.6%).
New Risk • Jul 03New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 126% Dividend yield: 4.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.7x net interest cover). Earnings have declined by 21% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (126% cash payout ratio).
Declared Dividend • May 16Dividend increased to NT$1.50Dividend of NT$1.50 is 200% higher than last year. Ex-date: 4th August 2025 Payment date: 29th August 2025 Dividend yield will be 4.8%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 5 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 15AMPACS Corporation announces Annual dividend, payable on August 29, 2025AMPACS Corporation announced Annual dividend of TWD 0.3000 per share payable on August 29, 2025, ex-date on August 04, 2025 and record date on August 05, 2025.
お知らせ • May 07AMPACS Corporation to Report Q1, 2025 Results on May 14, 2025AMPACS Corporation announced that they will report Q1, 2025 results on May 14, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$31.05, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 14x in the Consumer Durables industry in Taiwan. Total loss to shareholders of 43% over the past three years.
Reported Earnings • Apr 01Full year 2024 earnings released: EPS: NT$2.10 (vs NT$0.046 loss in FY 2023)Full year 2024 results: EPS: NT$2.10 (up from NT$0.046 loss in FY 2023). Revenue: NT$6.88b (up 78% from FY 2023). Net income: NT$309.7m (up NT$316.5m from FY 2023). Profit margin: 4.5% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
分析記事 • Mar 31AMPACS Corporation (TWSE:6743) Looks Inexpensive But Perhaps Not Attractive EnoughAMPACS Corporation's ( TWSE:6743 ) price-to-sales (or "P/S") ratio of 0.9x may look like a pretty appealing investment...
お知らせ • Mar 14AMPACS Corporation, Annual General Meeting, Jun 25, 2025AMPACS Corporation, Annual General Meeting, Jun 25, 2025, at 09:00 Taipei Standard Time. Location: 3 floor building. a no,166, ching mao 2nd rd., nangang district, taipei city Taiwan
New Risk • Mar 06New major risk - Revenue and earnings growthEarnings have declined by 33% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (3.0x net interest cover). Earnings have declined by 33% per year over the past 5 years.
お知らせ • Mar 05AMPACS Corporation to Report Fiscal Year 2024 Results on Mar 12, 2025AMPACS Corporation announced that they will report fiscal year 2024 results on Mar 12, 2025
分析記事 • Feb 11Returns On Capital Are Showing Encouraging Signs At AMPACS (TWSE:6743)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Nov 17Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: NT$1.79 (up from NT$0.013 in 3Q 2023). Revenue: NT$2.45b (up 140% from 3Q 2023). Net income: NT$263.9m (up NT$261.9m from 3Q 2023). Profit margin: 11% (up from 0.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 25%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Consumer Durables industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • Nov 05AMPACS Corporation to Report Q3, 2024 Results on Nov 12, 2024AMPACS Corporation announced that they will report Q3, 2024 results on Nov 12, 2024
お知らせ • Sep 13AMPACS Corporation's Subsidiary Ampacs International Co., Ltd. Announces Change of General ManagerAMPACS Corporation's Subsidiary Ampacs International Co. Ltd. announced change of General Manager. Name of the previous position holder: Huang Wei Wen. Resume of the previous position holder: GM of Ampacs International Co. Ltd. Name of the new position holder: Ho Yung Tang. Resume of the new position holder: VP of Dongguan Yixin Electronics Co. Effective date of the new appointment: September 12, 2024.
分析記事 • Sep 05AMPACS Corporation (TWSE:6743) Soars 30% But It's A Story Of Risk Vs RewardAMPACS Corporation ( TWSE:6743 ) shareholders would be excited to see that the share price has had a great month...
Reported Earnings • Aug 16Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: NT$0.72 (up from NT$0.033 in 2Q 2023). Revenue: NT$1.81b (up 74% from 2Q 2023). Net income: NT$106.6m (up NT$101.8m from 2Q 2023). Profit margin: 5.9% (up from 0.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 36% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
New Risk • Aug 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.1x net interest cover). Minor Risk Share price has been volatile over the past 3 months (7.4% average weekly change).
お知らせ • Aug 06AMPACS Corporation to Report Q2, 2024 Results on Aug 13, 2024AMPACS Corporation announced that they will report Q2, 2024 results on Aug 13, 2024
Upcoming Dividend • Jul 29Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 05 August 2024. Payment date: 30 August 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Taiwanese dividend payers (4.3%). Lower than average of industry peers (3.3%).
分析記事 • Jul 19AMPACS (TWSE:6743) Has Affirmed Its Dividend Of NT$0.50The board of AMPACS Corporation ( TWSE:6743 ) has announced that it will pay a dividend of NT$0.50 per share on the...
分析記事 • Jun 17AMPACS (TWSE:6743) Is Paying Out A Dividend Of NT$0.50AMPACS Corporation's ( TWSE:6743 ) investors are due to receive a payment of NT$0.50 per share on 30th of August. This...
分析記事 • May 27AMPACS (TWSE:6743) Is Due To Pay A Dividend Of NT$0.50AMPACS Corporation ( TWSE:6743 ) has announced that it will pay a dividend of NT$0.50 per share on the 30th of August...
Reported Earnings • May 19First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: NT$0.26 loss per share (further deteriorated from NT$0.15 loss in 1Q 2023). Revenue: NT$1.14b (up 31% from 1Q 2023). Net loss: NT$38.3m (loss widened 72% from 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 86%. Revenue is forecast to grow 41% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 105 percentage points per year, which is a significant difference in performance.
お知らせ • May 08AMPACS Corporation to Report Q1, 2024 Results on May 14, 2024AMPACS Corporation announced that they will report Q1, 2024 results on May 14, 2024
Declared Dividend • May 05Dividend of NT$0.50 announcedDividend of NT$0.50 is the same as last year. Ex-date: 5th August 2024 Payment date: 30th August 2024 Dividend yield will be 0.8%, which is lower than the industry average of 4.1%.
分析記事 • Apr 15AMPACS Corporation (TWSE:6743) Soars 25% But It's A Story Of Risk Vs RewardAMPACS Corporation ( TWSE:6743 ) shareholders would be excited to see that the share price has had a great month...
分析記事 • Mar 28Results: AMPACS Corporation Delivered A Surprise Loss And Now Analysts Have New ForecastsShareholders of AMPACS Corporation ( TWSE:6743 ) will be pleased this week, given that the stock price is up 11% to...
Reported Earnings • Mar 27Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: NT$0.05 loss per share (down from NT$0.50 profit in FY 2022). Revenue: NT$3.86b (down 24% from FY 2022). Net loss: NT$6.82m (down 109% from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 26Returns On Capital At AMPACS (TWSE:6743) Paint A Concerning PictureTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
お知らせ • Mar 15AMPACS Corporation, Annual General Meeting, Jun 21, 2024AMPACS Corporation, Annual General Meeting, Jun 21, 2024. Location: 3F, Building A,No. 166, Jingmao 2nd Rd., Nangang Dist Taipei City Taiwan Agenda: To consider 2023 Business Report; to consider the Audit Committee's Review Report on the Company's Financial Statement of 2023; to consider and ratify the business report and financial statements of 2023. 7.Cause for convening the meeting; and to transact such other business matters.
Reported Earnings • Aug 17Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: NT$0.03 (down from NT$0.072 in 2Q 2022). Revenue: NT$1.04b (down 26% from 2Q 2022). Net income: NT$4.82m (down 54% from 2Q 2022). Profit margin: 0.5% (down from 0.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 62% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
Price Target Changed • Aug 15Price target decreased by 41% to NT$50.00Down from NT$85.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of NT$49.25. Stock is up 19% over the past year. The company is forecast to post earnings per share of NT$1.04 for next year compared to NT$0.50 last year.
Upcoming Dividend • Jul 27Upcoming dividend of NT$0.50 per share at 0.9% yieldEligible shareholders must have bought the stock before 03 August 2023. Payment date: 30 August 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.9%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.1%).
New Risk • Jun 24New 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 7.8% 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 Risks Interest payments are not well covered by earnings (1.0x net interest cover). Share price has been highly volatile over the past 3 months (7.8% average weekly change). Earnings have declined by 31% per year over the past 5 years.
Reported Earnings • Mar 30Full year 2022 earnings released: EPS: NT$0.50 (vs NT$0.33 loss in FY 2021)Full year 2022 results: EPS: NT$0.50 (up from NT$0.33 loss in FY 2021). Revenue: NT$5.05b (down 11% from FY 2021). Net income: NT$73.3m (up NT$122.6m from FY 2021). Profit margin: 1.5% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.
Price Target Changed • Nov 16Price target decreased to NT$45.00Down from NT$80.00, the current price target is provided by 1 analyst. New target price is 45% above last closing price of NT$31.00. Stock is down 57% over the past year. The company is forecast to post earnings per share of NT$5.66 next year compared to a net loss per share of NT$0.33 last year.
Reported Earnings • Aug 14Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: NT$0.07 (down from NT$0.27 in 2Q 2021). Revenue: NT$1.40b (down 12% from 2Q 2021). Net income: NT$10.6m (down 74% from 2Q 2021). Profit margin: 0.8% (down from 2.5% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.7%. Earnings per share (EPS) also missed analyst estimates by 86%. Over the next year, revenue is forecast to grow 55%, compared to a 13% growth forecast for the industry in Taiwan.
Upcoming Dividend • Jul 27Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 03 August 2022. Payment date: 30 August 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Taiwanese dividend payers (6.7%). Lower than average of industry peers (4.9%).
Reported Earnings • May 14First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: NT$0.23 (up from NT$0.11 in 1Q 2021). Revenue: NT$1.51b (up 30% from 1Q 2021). Net income: NT$34.4m (up 101% from 1Q 2021). Profit margin: 2.3% (up from 1.5% in 1Q 2021). Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 75%. Over the next year, revenue is forecast to grow 76%, compared to a 12% growth forecast for the industry in Taiwan.
Price Target Changed • Apr 27Price target decreased to NT$80.00Down from NT$126, the current price target is an average from 2 analysts. New target price is 68% above last closing price of NT$47.70. Stock is down 58% over the past year. The company is forecast to post earnings per share of NT$5.84 next year compared to a net loss per share of NT$0.33 last year.
Reported Earnings • Mar 31Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: NT$0.33 loss per share (down from NT$3.58 profit in FY 2020). Revenue: NT$5.68b (up 14% from FY 2020). Net loss: NT$49.2m (down 110% from profit in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 53%. Over the next year, revenue is forecast to grow 68%, compared to a 11% growth forecast for the industry in Taiwan.
Reported Earnings • Nov 12Third quarter 2021 earnings released: NT$0.38 loss per share (vs NT$2.19 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: NT$1.29b (down 38% from 3Q 2020). Net loss: NT$56.7m (down 119% from profit in 3Q 2020).
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improved over the past weekAfter last week's 37% share price gain to NT$74.10, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Consumer Durables industry in Asia. Total returns to shareholders of 2.3% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$72.52 per share.
Upcoming Dividend • Sep 08Upcoming dividend of NT$1.64 per shareEligible shareholders must have bought the stock before 15 September 2021. Payment date: 14 October 2021. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (4.0%).
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 24% share price gain to NT$89.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Consumer Durables industry in Asia. Total loss to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$78.35 per share.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to NT$87.60, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Consumer Durables industry in Asia. Total loss to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$81.78 per share.
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improved over the past weekAfter last week's 23% share price gain to NT$138, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Consumer Durables industry in Asia. Total returns to shareholders of 83% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$83.28 per share.
Major Estimate Revision • Jun 04Consensus EPS estimates fall to NT$7.28The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from NT$9.87b to NT$9.01b. EPS estimate also fell from NT$12.13 to NT$7.28. Net income forecast to grow 94% next year vs 20% growth forecast for Consumer Durables industry in Taiwan. Consensus price target down from NT$168 to NT$155. Share price fell 3.6% to NT$121 over the past week.
Valuation Update With 7 Day Price Move • May 27Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$125, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Consumer Durables industry in Asia. Total returns to shareholders of 88% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$167 per share.
Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$0.14 (vs NT$0.35 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: NT$1.16b (up 73% from 1Q 2020). Net income: NT$17.1m (down 55% from 1Q 2020). Profit margin: 1.5% (down from 5.7% in 1Q 2020). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$109, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Consumer Durables industry in Asia. Total returns to shareholders of 127% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$166 per share.
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$139, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Consumer Durables industry in Asia. Total returns to shareholders of 305% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$145 per share.
Reported Earnings • Apr 01Full year 2020 earnings released: EPS NT$4.40 (vs NT$0.99 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$5.00b (up 115% from FY 2019). Net income: NT$488.6m (up 365% from FY 2019). Profit margin: 9.8% (up from 4.5% in FY 2019). The increase in margin was driven by higher revenue.
分析記事 • Apr 01Estimating The Intrinsic Value Of AMPACS Corporation (TPE:6743)Does the April share price for AMPACS Corporation ( TPE:6743 ) reflect what it's really worth? Today, we will estimate...
分析記事 • Mar 04Is AMPACS Corporation's (TPE:6743) ROE Of 25% Impressive?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$160, the stock is trading at a trailing P/E ratio of 41.4x, up from the previous P/E ratio of 35.6x. This compares to an average P/E of 17x in the Consumer Durables industry in Taiwan. Total returns to shareholders over the past year are 353%.
Is New 90 Day High Low • Feb 22New 90-day high: NT$157The company is up 21% from its price of NT$130 on 24 November 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 9.0% over the same period.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$140, the stock is trading at a trailing P/E ratio of 36.2x, up from the previous P/E ratio of 30.4x. This compares to an average P/E of 16x in the Consumer Durables industry in Taiwan. Total returns to shareholders over the past year are 283%.
分析記事 • Jan 26Is AMPACS' (TPE:6743) 213% Share Price Increase Well Justified?AMPACS Corporation ( TPE:6743 ) shareholders might be concerned after seeing the share price drop 19% in the last...
分析記事 • Dec 30AMPACS's (TPE:6743) Earnings Are Growing But Is There More To The Story?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. That said, the...
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 25% share price gain to NT$150, the stock is trading at a trailing P/E ratio of 38.7x, up from the previous P/E ratio of 31.1x. This compares to an average P/E of 16x in the Consumer Durables industry in Taiwan. Total returns to shareholders over the past year are 350%.
Is New 90 Day High Low • Dec 09New 90-day high: NT$141The company is up 32% from its price of NT$107 on 11 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 6.0% over the same period.
分析記事 • Dec 02Here's What AMPACS' (GTSM:6743) Strong Returns On Capital MeansIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Is New 90 Day High Low • Nov 18New 90-day high: NT$135The company is up 28% from its price of NT$105 on 20 August 2020. The Taiwanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 2.0% over the same period.
Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of NT$425.1m, up 177% from the prior year. Total revenue was NT$4.06b over the last 12 months, up 51% from the prior year.
Is New 90 Day High Low • Oct 06New 90-day high: NT$117The company is up 44% from its price of NT$80.98 on 08 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 2.0% over the same period.