View Past PerformanceTaimide Tech バランスシートの健全性財務の健全性 基準チェック /66Taimide Techの総株主資本はNT$3.4B 、総負債はNT$1.1Bで、負債比率は31.7%となります。総資産と総負債はそれぞれNT$5.0BとNT$1.6Bです。 Taimide Techの EBIT はNT$321.1Mで、利息カバレッジ比率13.8です。現金および短期投資はNT$581.7Mです。主要情報31.71%負債資本比率NT$1.08b負債インタレスト・カバレッジ・レシオ13.8x現金NT$581.68mエクイティNT$3.41b負債合計NT$1.60b総資産NT$5.01b財務の健全性に関する最新情報分析記事 • Mar 06Is Taimide Tech (TWSE:3645) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Feb 07We Think Taimide Tech (TPE:3645) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...すべての更新を表示Recent updatesReported Earnings • May 12First quarter 2026 earnings released: EPS: NT$0.67 (vs NT$0.31 in 1Q 2025)First quarter 2026 results: EPS: NT$0.67 (up from NT$0.31 in 1Q 2025). Revenue: NT$564.1m (up 1.6% from 1Q 2025). Net income: NT$91.3m (up 119% from 1Q 2025). Profit margin: 16% (up from 7.5% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$90.40, the stock trades at a trailing P/E ratio of 59x. Average trailing P/E is 29x in the Chemicals industry in Taiwan. Total returns to shareholders of 164% over the past three years.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$80.90, the stock trades at a trailing P/E ratio of 52.8x. Average trailing P/E is 22x in the Chemicals industry in Taiwan. Total returns to shareholders of 152% over the past three years.お知らせ • Mar 09Taimide Tech. Inc., Annual General Meeting, Jun 26, 2026Taimide Tech. Inc., Annual General Meeting, Jun 26, 2026, at 09:00 Taipei Standard Time. Location: 2 floor no,127, sec.3 wen to rd., singpu township, hsinchu county TaiwanReported Earnings • Mar 09Full year 2025 earnings released: EPS: NT$1.54 (vs NT$1.79 in FY 2024)Full year 2025 results: EPS: NT$1.54 (down from NT$1.79 in FY 2024). Revenue: NT$2.37b (up 5.6% from FY 2024). Net income: NT$209.5m (down 11% from FY 2024). Profit margin: 8.8% (down from 11% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$64.30, the stock trades at a trailing P/E ratio of 58.2x. Average trailing P/E is 24x in the Chemicals industry in Taiwan. Total returns to shareholders of 98% over the past three years.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$60.10, the stock trades at a trailing P/E ratio of 54.4x. Average trailing P/E is 22x in the Chemicals industry in Taiwan. Total returns to shareholders of 86% over the past three years.New Risk • Jan 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.8% 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 Earnings have declined by 26% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (107% payout ratio). Share price has been volatile over the past 3 months (6.8% average weekly change).Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$60.00, the stock trades at a trailing P/E ratio of 54.3x. Average trailing P/E is 23x in the Chemicals industry in Taiwan. Total returns to shareholders of 97% over the past three years.Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$0.47 (vs NT$0.48 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.47 (down from NT$0.48 in 3Q 2024). Revenue: NT$617.5m (flat on 3Q 2024). Net income: NT$63.9m (flat on 3Q 2024). Profit margin: 10% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.16 (vs NT$0.91 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.16 (down from NT$0.91 in 2Q 2024). Revenue: NT$642.2m (up 8.9% from 2Q 2024). Net income: NT$22.2m (down 82% from 2Q 2024). Profit margin: 3.5% (down from 20% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$69.00, the stock trades at a trailing P/E ratio of 37.9x. Average trailing P/E is 20x in the Chemicals industry in Taiwan. Total returns to shareholders of 86% over the past three years.Declared Dividend • Jun 28Dividend increased to NT$1.19Dividend of NT$1.19 is 298% higher than last year. Ex-date: 14th July 2025 Payment date: 8th August 2025 Dividend yield will be 2.0%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$0.31 (vs NT$0.22 in 1Q 2024)First quarter 2025 results: EPS: NT$0.31 (up from NT$0.22 in 1Q 2024). Revenue: NT$555.0m (up 19% from 1Q 2024). Net income: NT$41.6m (up 43% from 1Q 2024). Profit margin: 7.5% (up from 6.3% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • May 01Taimide Tech. Inc. to Report Q1, 2025 Results on May 09, 2025Taimide Tech. Inc. announced that they will report Q1, 2025 results on May 09, 2025Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$52.50, the stock trades at a trailing P/E ratio of 29.4x. Average trailing P/E is 18x in the Chemicals industry in Taiwan. Total loss to shareholders of 4.4% over the past three years.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$47.20, the stock trades at a trailing P/E ratio of 26.4x. Average trailing P/E is 18x in the Chemicals industry in Taiwan. Total loss to shareholders of 10% over the past three years.分析記事 • Mar 31Some Taimide Tech. Inc. (TWSE:3645) Shareholders Look For Exit As Shares Take 25% PoundingTaimide Tech. Inc. ( TWSE:3645 ) shares have retraced a considerable 25% in the last month, reversing a fair amount of...New Risk • Mar 16New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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 Share price has been highly volatile over the past 3 months (9.2% average weekly change). Earnings have declined by 25% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NT$1.79 (vs NT$1.06 loss in FY 2023)Full year 2024 results: EPS: NT$1.79 (up from NT$1.06 loss in FY 2023). Revenue: NT$2.25b (up 41% from FY 2023). Net income: NT$236.4m (up NT$375.6m from FY 2023). Profit margin: 11% (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 fallen by 44% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Mar 11Taimide Tech. Inc., Annual General Meeting, Jun 26, 2025Taimide Tech. Inc., Annual General Meeting, Jun 26, 2025, at 09:00 Taipei Standard Time. Location: 2 floor no,127, sec.3 wen to rd., singpu township, hsinchu county Taiwanお知らせ • Mar 09Taimide Tech. Inc. Approves Cash Dividend for the Period from January 1, 2024 to December 31, 2024The board of directors of Taimide Tech. Inc. approved cash dividend for the period from January 1, 2024 to December 31, 2024. For the period, the company announced cash dividend of TWD 1.2 per share. Total amount of cash distributed to shareholders TWD 163,410,796.お知らせ • Mar 01Taimide Tech. Inc. to Report Fiscal Year 2024 Results on Mar 07, 2025Taimide Tech. Inc. announced that they will report fiscal year 2024 results on Mar 07, 2025Buy Or Sell Opportunity • Feb 26Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 89% to NT$78.80. The fair value is estimated to be NT$62.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Meanwhile, the company has become profitable.Buy Or Sell Opportunity • Feb 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 91% to NT$81.00. The fair value is estimated to be NT$67.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Meanwhile, the company has become profitable.分析記事 • Feb 06Estimating The Intrinsic Value Of Taimide Tech. Inc. (TWSE:3645)Key Insights Using the 2 Stage Free Cash Flow to Equity, Taimide Tech fair value estimate is NT$67.10 Current share...Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$77.90, the stock trades at a trailing P/E ratio of 78.8x. Average trailing P/E is 22x in the Chemicals industry in Taiwan. Total returns to shareholders of 86% over the past three years.New Risk • Jan 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.3% 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 Earnings have declined by 28% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.3% average weekly change).分析記事 • Jan 06What Taimide Tech. Inc.'s (TWSE:3645) 26% Share Price Gain Is Not Telling YouThe Taimide Tech. Inc. ( TWSE:3645 ) share price has done very well over the last month, posting an excellent gain of...Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$49.55, the stock trades at a trailing P/E ratio of 50.1x. Average trailing P/E is 22x in the Chemicals industry in Taiwan. Total returns to shareholders of 19% over the past three years.分析記事 • Dec 27Taimide Tech's (TWSE:3645) Returns On Capital Tell Us There Is Reason To Feel UneasyWhen researching a stock for investment, what can tell us that the company is in decline? Typically, we'll see the...New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: NT$0.49 (vs NT$0.50 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.49 (down from NT$0.50 in 3Q 2023). Revenue: NT$619.0m (up 22% from 3Q 2023). Net income: NT$64.1m (down 2.9% from 3Q 2023). Profit margin: 10% (down from 13% in 3Q 2023). The decrease in margin was driven by higher expenses. 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.New Risk • Sep 27New 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 9.4% 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 Share price has been highly volatile over the past 3 months (9.4% average weekly change). Earnings have declined by 28% per year over the past 5 years. Minor Risk High level of debt (40% net debt to equity).分析記事 • Sep 10Taimide Tech's (TWSE:3645) Returns On Capital Not Reflecting Well On The BusinessIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...Valuation Update With 7 Day Price Move • Sep 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$47.00, the stock trades at a trailing P/E ratio of 46.9x. Average trailing P/E is 22x in the Chemicals industry in Taiwan. Total returns to shareholders of 16% over the past three years.分析記事 • Aug 19Optimistic Investors Push Taimide Tech. Inc. (TWSE:3645) Shares Up 27% But Growth Is LackingDespite an already strong run, Taimide Tech. Inc. ( TWSE:3645 ) shares have been powering on, with a gain of 27% in the...New Risk • Aug 16New 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 7.8% 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 Earnings have declined by 28% per year over the past 5 years. Minor Risks High level of debt (40% net debt to equity). Share price has been volatile over the past 3 months (7.8% average weekly change).Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$49.60, the stock trades at a trailing P/E ratio of 49.5x. Average trailing P/E is 21x in the Chemicals industry in Taiwan. Total returns to shareholders of 31% over the past three years.Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: NT$0.91 (vs NT$0.15 loss in 2Q 2023)Second quarter 2024 results: EPS: NT$0.91 (up from NT$0.15 loss in 2Q 2023). Revenue: NT$589.8m (up 32% from 2Q 2023). Net income: NT$119.7m (up NT$139.6m from 2Q 2023). Profit margin: 20% (up from net loss in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.お知らせ • Aug 01Taimide Tech. Inc. to Report Q2, 2024 Results on Aug 08, 2024Taimide Tech. Inc. announced that they will report Q2, 2024 results on Aug 08, 2024Upcoming Dividend • Jul 19Upcoming dividend of NT$0.30 per shareEligible shareholders must have bought the stock before 24 July 2024. Payment date: 20 August 2024. The company is not currently making a profit and its cash payout ratio is 96%. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (2.2%).Declared Dividend • Jul 05Dividend reduced to NT$0.30Dividend of NT$0.30 is 50% lower than last year. Ex-date: 24th July 2024 Payment date: 20th August 2024 Dividend yield will be 0.7%, which is lower than the industry average of 4.0%.お知らせ • Jun 27Taimide Tech. Inc. Approves the Cash Dividend for the Year 2023, Payable on August 20, 2024Taimide Tech. Inc. announced that resolution by the board of directors or shareholders meeting or decision by the Company on June 26, 2024 approved the cash dividend of TWD 0.30 per share, total amount is TWD 39,661,588. Ex-rights (ex-dividend) trading date is July 24, 2024. Ex-rights (ex-dividend) record date is July 30, 2024. Payment date of cash dividend distribution is August 20, 2024.New Risk • May 13New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 17% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Earnings have declined by 30% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).Reported Earnings • May 13First quarter 2024 earnings released: EPS: NT$0.22 (vs NT$0.78 loss in 1Q 2023)First quarter 2024 results: EPS: NT$0.22 (up from NT$0.78 loss in 1Q 2023). Revenue: NT$465.0m (up 62% from 1Q 2023). Net income: NT$29.1m (up NT$132.3m from 1Q 2023). Profit margin: 6.3% (up from net loss in 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.お知らせ • May 03Taimide Tech. Inc. to Report Q1, 2024 Results on May 10, 2024Taimide Tech. Inc. announced that they will report Q1, 2024 results on May 10, 2024Reported Earnings • Mar 10Full year 2023 earnings released: NT$1.06 loss per share (vs NT$1.13 profit in FY 2022)Full year 2023 results: NT$1.06 loss per share (down from NT$1.13 profit in FY 2022). Revenue: NT$1.59b (down 16% from FY 2022). Net loss: NT$139.3m (down 194% from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.お知らせ • Mar 09Taimide Tech. Inc., Annual General Meeting, Jun 25, 2024Taimide Tech. Inc., Annual General Meeting, Jun 25, 2024. Location: No.127, Sec.3, Wender Rd. Shinpu Jen Hsinchu Taiwan Agenda: To consider report the business report of 2023; to consider report the Audit Committee's review report on the financial statements of 2023; to consider report the execution status of the first domestic unsecured convertible corporate bonds; and to transact such other business matters.分析記事 • Mar 06Is Taimide Tech (TWSE:3645) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Nov 18New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Earnings have declined by 23% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.8% average weekly change).New Risk • Aug 22New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 44% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 17% per year over the past 5 years. Minor Risk High level of debt (44% net debt to equity).Reported Earnings • Aug 12Second quarter 2023 earnings released: NT$0.15 loss per share (vs NT$0.95 profit in 2Q 2022)Second quarter 2023 results: NT$0.15 loss per share (down from NT$0.95 profit in 2Q 2022). Revenue: NT$446.7m (down 27% from 2Q 2022). Net loss: NT$19.8m (down 116% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 44% 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.お知らせ • Aug 11Taimide Tech. Inc. Announces Change of PresidentTaimide Tech. Inc. announced the change of President. Name of the previous position holder: Wu, Sheng Chang. Resume of the previous position holder: Chairperson and president of Taimide Tech. Inc. Name of the new position holder: Huang, Chen Ying. Resume of the new position holder: Vice President of Taimide Tech. Inc. Effective date of the new appointment is August 10, 2023. Mr. Wu, Sheng-Chang resigned from the post of President, but is still the Chairman of the Company.Upcoming Dividend • Jul 24Upcoming dividend of NT$0.60 per share at 1.2% yieldEligible shareholders must have bought the stock before 31 July 2023. Payment date: 29 August 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.2%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (3.7%).お知らせ • Jul 04Taimide Tech. Inc. Approves Cash Dividend, Payable on August 29, 2023Taimide Tech. Inc. announced that resolution by the board of directors or shareholders meeting or decision by the Company on July 3, 2023 approved the cash dividend of TWD 0.60 per share, total amount is TWD 79,079,396. Ex-rights (ex-dividend) trading date is July 31, 2023. Ex-rights (ex-dividend) record date is August 6, 2023. Payment date of cash dividend distribution is August 29, 2023.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: NT$0.95 (vs NT$0.58 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.95 (up from NT$0.58 in 2Q 2021). Revenue: NT$613.4m (up 4.6% from 2Q 2021). Net income: NT$125.2m (up 65% from 2Q 2021). Profit margin: 20% (up from 13% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jul 15Upcoming dividend of NT$1.19 per shareEligible shareholders must have bought the stock before 22 July 2022. Payment date: 23 August 2022. Payout ratio is a comfortable 47% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (6.8%). Lower than average of industry peers (8.3%).Valuation Update With 7 Day Price Move • Jun 30Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$45.90, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 14x in the Chemicals industry in Taiwan. Negligible returns to shareholders over past three years.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$59.00, the stock trades at a trailing P/E ratio of 23.2x. Average forward P/E is 13x in the Chemicals industry in Taiwan. Total returns to shareholders of 45% over the past three years.Reported Earnings • May 17First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: NT$0.92 (up from NT$0.69 in 1Q 2021). Revenue: NT$654.4m (up 9.5% from 1Q 2021). Net income: NT$121.0m (up 33% from 1Q 2021). Profit margin: 19% (up from 15% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.2%. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$47.45, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Chemicals industry in Taiwan. Total returns to shareholders of 4.8% over the past three years.Price Target Changed • Apr 27Price target increased to NT$54.00Up from NT$47.62, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of NT$53.10. Stock is down 6.8% over the past year. The company is forecast to post earnings per share of NT$3.02 for next year compared to NT$2.32 last year.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$52.90, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Chemicals industry in Taiwan. Negligible returns to shareholders over past three years.Reported Earnings • Mar 12Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: NT$2.32 (down from NT$2.76 in FY 2020). Revenue: NT$2.39b (up 19% from FY 2020). Net income: NT$303.3m (down 16% from FY 2020). Profit margin: 13% (down from 18% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.2%. Over the next year, revenue is forecast to grow 2.3% while the industry in Taiwan is not expected to grow. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.63 (vs NT$0.92 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$649.6m (up 12% from 3Q 2020). Net income: NT$82.9m (down 31% from 3Q 2020). Profit margin: 13% (down from 21% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.58 (vs NT$0.80 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$586.5m (up 27% from 2Q 2020). Net income: NT$76.0m (down 27% from 2Q 2020). Profit margin: 13% (down from 23% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Aug 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$42.65, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 15x in the Chemicals industry in Taiwan. Total loss to shareholders of 32% over the past three years.Upcoming Dividend • Aug 10Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 17 August 2021. Payment date: 13 September 2021. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (5.0%). In line with average of industry peers (2.8%).Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$43.00, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 16x in the Chemicals industry in Taiwan. Total loss to shareholders of 36% over the past three years.Reported Earnings • May 11First quarter 2021 earnings released: EPS NT$0.69 (vs NT$0.36 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$597.6m (up 61% from 1Q 2020). Net income: NT$90.8m (up 94% from 1Q 2020). Profit margin: 15% (up from 13% 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 8% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.分析記事 • Mar 26Key Things To Consider Before Buying Taimide Tech. Inc. (TPE:3645) For Its DividendToday we'll take a closer look at Taimide Tech. Inc. ( TPE:3645 ) from a dividend investor's perspective. Owning a...Is New 90 Day High Low • Mar 12New 90-day high: NT$59.00The company is up 10.0% from its price of NT$53.60 on 11 December 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 13% over the same period.Reported Earnings • Mar 11Full year 2020 earnings released: EPS NT$2.76 (vs NT$0.82 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$2.01b (up 14% from FY 2019). Net income: NT$359.0m (up 237% from FY 2019). Profit margin: 18% (up from 6.1% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 11% per year.分析記事 • Mar 08Taimide Tech (TPE:3645) Has Gifted Shareholders With A Fantastic 116% Total Return On Their InvestmentIf you want to compound wealth in the stock market, you can do so by buying an index fund. But in our experience...分析記事 • Feb 07We Think Taimide Tech (TPE:3645) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Jan 17Is Taimide Tech (TPE:3645) Likely To Turn Things Around?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Is New 90 Day High Low • Jan 15New 90-day low: NT$50.70The company is down 10.0% from its price of NT$56.40 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 20% over the same period.分析記事 • Dec 27Taimide Tech. Inc.'s (TPE:3645) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?It is hard to get excited after looking at Taimide Tech's (TPE:3645) recent performance, when its stock has declined...分析記事 • Dec 07Did You Participate In Any Of Taimide Tech's (TPE:3645) Fantastic 201% Return ?When you buy a stock there is always a possibility that it could drop 100%. But on the bright side, if you buy shares...Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS NT$0.92The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$582.4m (up 34% from 3Q 2019). Net income: NT$120.0m (up 284% from 3Q 2019). Profit margin: 21% (up from 7.2% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.財務状況分析短期負債: 3645の 短期資産 ( NT$1.6B ) が 短期負債 ( NT$846.1M ) を超えています。長期負債: 3645の短期資産 ( NT$1.6B ) が 長期負債 ( NT$754.2M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: 3645の 純負債対資本比率 ( 14.6% ) は 満足できる 水準であると考えられます。負債の削減: 3645の負債対資本比率は、過去 5 年間で53%から31.7%に減少しました。債務返済能力: 3645の負債は 営業キャッシュフロー によって 十分にカバー されています ( 81.4% )。インタレストカバレッジ: 3645の負債に対する 利息支払い は EBIT ( 13.8 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YMaterials 業界の健全な企業。View Dividend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 04:35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Taimide Tech. Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Haoche HungCapital Securities CorporationYouxi LinKGI Securities Co. Ltd.Junzhe HungMasterlink Securities Investment Advisory1 その他のアナリストを表示
分析記事 • Mar 06Is Taimide Tech (TWSE:3645) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Feb 07We Think Taimide Tech (TPE:3645) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • May 12First quarter 2026 earnings released: EPS: NT$0.67 (vs NT$0.31 in 1Q 2025)First quarter 2026 results: EPS: NT$0.67 (up from NT$0.31 in 1Q 2025). Revenue: NT$564.1m (up 1.6% from 1Q 2025). Net income: NT$91.3m (up 119% from 1Q 2025). Profit margin: 16% (up from 7.5% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$90.40, the stock trades at a trailing P/E ratio of 59x. Average trailing P/E is 29x in the Chemicals industry in Taiwan. Total returns to shareholders of 164% over the past three years.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$80.90, the stock trades at a trailing P/E ratio of 52.8x. Average trailing P/E is 22x in the Chemicals industry in Taiwan. Total returns to shareholders of 152% over the past three years.
お知らせ • Mar 09Taimide Tech. Inc., Annual General Meeting, Jun 26, 2026Taimide Tech. Inc., Annual General Meeting, Jun 26, 2026, at 09:00 Taipei Standard Time. Location: 2 floor no,127, sec.3 wen to rd., singpu township, hsinchu county Taiwan
Reported Earnings • Mar 09Full year 2025 earnings released: EPS: NT$1.54 (vs NT$1.79 in FY 2024)Full year 2025 results: EPS: NT$1.54 (down from NT$1.79 in FY 2024). Revenue: NT$2.37b (up 5.6% from FY 2024). Net income: NT$209.5m (down 11% from FY 2024). Profit margin: 8.8% (down from 11% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$64.30, the stock trades at a trailing P/E ratio of 58.2x. Average trailing P/E is 24x in the Chemicals industry in Taiwan. Total returns to shareholders of 98% over the past three years.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$60.10, the stock trades at a trailing P/E ratio of 54.4x. Average trailing P/E is 22x in the Chemicals industry in Taiwan. Total returns to shareholders of 86% over the past three years.
New Risk • Jan 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.8% 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 Earnings have declined by 26% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (107% payout ratio). Share price has been volatile over the past 3 months (6.8% average weekly change).
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$60.00, the stock trades at a trailing P/E ratio of 54.3x. Average trailing P/E is 23x in the Chemicals industry in Taiwan. Total returns to shareholders of 97% over the past three years.
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$0.47 (vs NT$0.48 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.47 (down from NT$0.48 in 3Q 2024). Revenue: NT$617.5m (flat on 3Q 2024). Net income: NT$63.9m (flat on 3Q 2024). Profit margin: 10% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.16 (vs NT$0.91 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.16 (down from NT$0.91 in 2Q 2024). Revenue: NT$642.2m (up 8.9% from 2Q 2024). Net income: NT$22.2m (down 82% from 2Q 2024). Profit margin: 3.5% (down from 20% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$69.00, the stock trades at a trailing P/E ratio of 37.9x. Average trailing P/E is 20x in the Chemicals industry in Taiwan. Total returns to shareholders of 86% over the past three years.
Declared Dividend • Jun 28Dividend increased to NT$1.19Dividend of NT$1.19 is 298% higher than last year. Ex-date: 14th July 2025 Payment date: 8th August 2025 Dividend yield will be 2.0%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$0.31 (vs NT$0.22 in 1Q 2024)First quarter 2025 results: EPS: NT$0.31 (up from NT$0.22 in 1Q 2024). Revenue: NT$555.0m (up 19% from 1Q 2024). Net income: NT$41.6m (up 43% from 1Q 2024). Profit margin: 7.5% (up from 6.3% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • May 01Taimide Tech. Inc. to Report Q1, 2025 Results on May 09, 2025Taimide Tech. Inc. announced that they will report Q1, 2025 results on May 09, 2025
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$52.50, the stock trades at a trailing P/E ratio of 29.4x. Average trailing P/E is 18x in the Chemicals industry in Taiwan. Total loss to shareholders of 4.4% over the past three years.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$47.20, the stock trades at a trailing P/E ratio of 26.4x. Average trailing P/E is 18x in the Chemicals industry in Taiwan. Total loss to shareholders of 10% over the past three years.
分析記事 • Mar 31Some Taimide Tech. Inc. (TWSE:3645) Shareholders Look For Exit As Shares Take 25% PoundingTaimide Tech. Inc. ( TWSE:3645 ) shares have retraced a considerable 25% in the last month, reversing a fair amount of...
New Risk • Mar 16New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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 Share price has been highly volatile over the past 3 months (9.2% average weekly change). Earnings have declined by 25% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NT$1.79 (vs NT$1.06 loss in FY 2023)Full year 2024 results: EPS: NT$1.79 (up from NT$1.06 loss in FY 2023). Revenue: NT$2.25b (up 41% from FY 2023). Net income: NT$236.4m (up NT$375.6m from FY 2023). Profit margin: 11% (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 fallen by 44% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Mar 11Taimide Tech. Inc., Annual General Meeting, Jun 26, 2025Taimide Tech. Inc., Annual General Meeting, Jun 26, 2025, at 09:00 Taipei Standard Time. Location: 2 floor no,127, sec.3 wen to rd., singpu township, hsinchu county Taiwan
お知らせ • Mar 09Taimide Tech. Inc. Approves Cash Dividend for the Period from January 1, 2024 to December 31, 2024The board of directors of Taimide Tech. Inc. approved cash dividend for the period from January 1, 2024 to December 31, 2024. For the period, the company announced cash dividend of TWD 1.2 per share. Total amount of cash distributed to shareholders TWD 163,410,796.
お知らせ • Mar 01Taimide Tech. Inc. to Report Fiscal Year 2024 Results on Mar 07, 2025Taimide Tech. Inc. announced that they will report fiscal year 2024 results on Mar 07, 2025
Buy Or Sell Opportunity • Feb 26Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 89% to NT$78.80. The fair value is estimated to be NT$62.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Meanwhile, the company has become profitable.
Buy Or Sell Opportunity • Feb 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 91% to NT$81.00. The fair value is estimated to be NT$67.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Meanwhile, the company has become profitable.
分析記事 • Feb 06Estimating The Intrinsic Value Of Taimide Tech. Inc. (TWSE:3645)Key Insights Using the 2 Stage Free Cash Flow to Equity, Taimide Tech fair value estimate is NT$67.10 Current share...
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$77.90, the stock trades at a trailing P/E ratio of 78.8x. Average trailing P/E is 22x in the Chemicals industry in Taiwan. Total returns to shareholders of 86% over the past three years.
New Risk • Jan 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.3% 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 Earnings have declined by 28% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.3% average weekly change).
分析記事 • Jan 06What Taimide Tech. Inc.'s (TWSE:3645) 26% Share Price Gain Is Not Telling YouThe Taimide Tech. Inc. ( TWSE:3645 ) share price has done very well over the last month, posting an excellent gain of...
Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$49.55, the stock trades at a trailing P/E ratio of 50.1x. Average trailing P/E is 22x in the Chemicals industry in Taiwan. Total returns to shareholders of 19% over the past three years.
分析記事 • Dec 27Taimide Tech's (TWSE:3645) Returns On Capital Tell Us There Is Reason To Feel UneasyWhen researching a stock for investment, what can tell us that the company is in decline? Typically, we'll see the...
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: NT$0.49 (vs NT$0.50 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.49 (down from NT$0.50 in 3Q 2023). Revenue: NT$619.0m (up 22% from 3Q 2023). Net income: NT$64.1m (down 2.9% from 3Q 2023). Profit margin: 10% (down from 13% in 3Q 2023). The decrease in margin was driven by higher expenses. 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.
New Risk • Sep 27New 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 9.4% 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 Share price has been highly volatile over the past 3 months (9.4% average weekly change). Earnings have declined by 28% per year over the past 5 years. Minor Risk High level of debt (40% net debt to equity).
分析記事 • Sep 10Taimide Tech's (TWSE:3645) Returns On Capital Not Reflecting Well On The BusinessIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$47.00, the stock trades at a trailing P/E ratio of 46.9x. Average trailing P/E is 22x in the Chemicals industry in Taiwan. Total returns to shareholders of 16% over the past three years.
分析記事 • Aug 19Optimistic Investors Push Taimide Tech. Inc. (TWSE:3645) Shares Up 27% But Growth Is LackingDespite an already strong run, Taimide Tech. Inc. ( TWSE:3645 ) shares have been powering on, with a gain of 27% in the...
New Risk • Aug 16New 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 7.8% 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 Earnings have declined by 28% per year over the past 5 years. Minor Risks High level of debt (40% net debt to equity). Share price has been volatile over the past 3 months (7.8% average weekly change).
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$49.60, the stock trades at a trailing P/E ratio of 49.5x. Average trailing P/E is 21x in the Chemicals industry in Taiwan. Total returns to shareholders of 31% over the past three years.
Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: NT$0.91 (vs NT$0.15 loss in 2Q 2023)Second quarter 2024 results: EPS: NT$0.91 (up from NT$0.15 loss in 2Q 2023). Revenue: NT$589.8m (up 32% from 2Q 2023). Net income: NT$119.7m (up NT$139.6m from 2Q 2023). Profit margin: 20% (up from net loss in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 01Taimide Tech. Inc. to Report Q2, 2024 Results on Aug 08, 2024Taimide Tech. Inc. announced that they will report Q2, 2024 results on Aug 08, 2024
Upcoming Dividend • Jul 19Upcoming dividend of NT$0.30 per shareEligible shareholders must have bought the stock before 24 July 2024. Payment date: 20 August 2024. The company is not currently making a profit and its cash payout ratio is 96%. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (2.2%).
Declared Dividend • Jul 05Dividend reduced to NT$0.30Dividend of NT$0.30 is 50% lower than last year. Ex-date: 24th July 2024 Payment date: 20th August 2024 Dividend yield will be 0.7%, which is lower than the industry average of 4.0%.
お知らせ • Jun 27Taimide Tech. Inc. Approves the Cash Dividend for the Year 2023, Payable on August 20, 2024Taimide Tech. Inc. announced that resolution by the board of directors or shareholders meeting or decision by the Company on June 26, 2024 approved the cash dividend of TWD 0.30 per share, total amount is TWD 39,661,588. Ex-rights (ex-dividend) trading date is July 24, 2024. Ex-rights (ex-dividend) record date is July 30, 2024. Payment date of cash dividend distribution is August 20, 2024.
New Risk • May 13New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 17% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Earnings have declined by 30% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).
Reported Earnings • May 13First quarter 2024 earnings released: EPS: NT$0.22 (vs NT$0.78 loss in 1Q 2023)First quarter 2024 results: EPS: NT$0.22 (up from NT$0.78 loss in 1Q 2023). Revenue: NT$465.0m (up 62% from 1Q 2023). Net income: NT$29.1m (up NT$132.3m from 1Q 2023). Profit margin: 6.3% (up from net loss in 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.
お知らせ • May 03Taimide Tech. Inc. to Report Q1, 2024 Results on May 10, 2024Taimide Tech. Inc. announced that they will report Q1, 2024 results on May 10, 2024
Reported Earnings • Mar 10Full year 2023 earnings released: NT$1.06 loss per share (vs NT$1.13 profit in FY 2022)Full year 2023 results: NT$1.06 loss per share (down from NT$1.13 profit in FY 2022). Revenue: NT$1.59b (down 16% from FY 2022). Net loss: NT$139.3m (down 194% from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 09Taimide Tech. Inc., Annual General Meeting, Jun 25, 2024Taimide Tech. Inc., Annual General Meeting, Jun 25, 2024. Location: No.127, Sec.3, Wender Rd. Shinpu Jen Hsinchu Taiwan Agenda: To consider report the business report of 2023; to consider report the Audit Committee's review report on the financial statements of 2023; to consider report the execution status of the first domestic unsecured convertible corporate bonds; and to transact such other business matters.
分析記事 • Mar 06Is Taimide Tech (TWSE:3645) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Nov 18New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Earnings have declined by 23% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.8% average weekly change).
New Risk • Aug 22New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 44% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 17% per year over the past 5 years. Minor Risk High level of debt (44% net debt to equity).
Reported Earnings • Aug 12Second quarter 2023 earnings released: NT$0.15 loss per share (vs NT$0.95 profit in 2Q 2022)Second quarter 2023 results: NT$0.15 loss per share (down from NT$0.95 profit in 2Q 2022). Revenue: NT$446.7m (down 27% from 2Q 2022). Net loss: NT$19.8m (down 116% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 44% 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.
お知らせ • Aug 11Taimide Tech. Inc. Announces Change of PresidentTaimide Tech. Inc. announced the change of President. Name of the previous position holder: Wu, Sheng Chang. Resume of the previous position holder: Chairperson and president of Taimide Tech. Inc. Name of the new position holder: Huang, Chen Ying. Resume of the new position holder: Vice President of Taimide Tech. Inc. Effective date of the new appointment is August 10, 2023. Mr. Wu, Sheng-Chang resigned from the post of President, but is still the Chairman of the Company.
Upcoming Dividend • Jul 24Upcoming dividend of NT$0.60 per share at 1.2% yieldEligible shareholders must have bought the stock before 31 July 2023. Payment date: 29 August 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.2%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (3.7%).
お知らせ • Jul 04Taimide Tech. Inc. Approves Cash Dividend, Payable on August 29, 2023Taimide Tech. Inc. announced that resolution by the board of directors or shareholders meeting or decision by the Company on July 3, 2023 approved the cash dividend of TWD 0.60 per share, total amount is TWD 79,079,396. Ex-rights (ex-dividend) trading date is July 31, 2023. Ex-rights (ex-dividend) record date is August 6, 2023. Payment date of cash dividend distribution is August 29, 2023.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: NT$0.95 (vs NT$0.58 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.95 (up from NT$0.58 in 2Q 2021). Revenue: NT$613.4m (up 4.6% from 2Q 2021). Net income: NT$125.2m (up 65% from 2Q 2021). Profit margin: 20% (up from 13% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jul 15Upcoming dividend of NT$1.19 per shareEligible shareholders must have bought the stock before 22 July 2022. Payment date: 23 August 2022. Payout ratio is a comfortable 47% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (6.8%). Lower than average of industry peers (8.3%).
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$45.90, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 14x in the Chemicals industry in Taiwan. Negligible returns to shareholders over past three years.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$59.00, the stock trades at a trailing P/E ratio of 23.2x. Average forward P/E is 13x in the Chemicals industry in Taiwan. Total returns to shareholders of 45% over the past three years.
Reported Earnings • May 17First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: NT$0.92 (up from NT$0.69 in 1Q 2021). Revenue: NT$654.4m (up 9.5% from 1Q 2021). Net income: NT$121.0m (up 33% from 1Q 2021). Profit margin: 19% (up from 15% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.2%. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$47.45, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Chemicals industry in Taiwan. Total returns to shareholders of 4.8% over the past three years.
Price Target Changed • Apr 27Price target increased to NT$54.00Up from NT$47.62, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of NT$53.10. Stock is down 6.8% over the past year. The company is forecast to post earnings per share of NT$3.02 for next year compared to NT$2.32 last year.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$52.90, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Chemicals industry in Taiwan. Negligible returns to shareholders over past three years.
Reported Earnings • Mar 12Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: NT$2.32 (down from NT$2.76 in FY 2020). Revenue: NT$2.39b (up 19% from FY 2020). Net income: NT$303.3m (down 16% from FY 2020). Profit margin: 13% (down from 18% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.2%. Over the next year, revenue is forecast to grow 2.3% while the industry in Taiwan is not expected to grow. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.63 (vs NT$0.92 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$649.6m (up 12% from 3Q 2020). Net income: NT$82.9m (down 31% from 3Q 2020). Profit margin: 13% (down from 21% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.58 (vs NT$0.80 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$586.5m (up 27% from 2Q 2020). Net income: NT$76.0m (down 27% from 2Q 2020). Profit margin: 13% (down from 23% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$42.65, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 15x in the Chemicals industry in Taiwan. Total loss to shareholders of 32% over the past three years.
Upcoming Dividend • Aug 10Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 17 August 2021. Payment date: 13 September 2021. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (5.0%). In line with average of industry peers (2.8%).
Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$43.00, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 16x in the Chemicals industry in Taiwan. Total loss to shareholders of 36% over the past three years.
Reported Earnings • May 11First quarter 2021 earnings released: EPS NT$0.69 (vs NT$0.36 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$597.6m (up 61% from 1Q 2020). Net income: NT$90.8m (up 94% from 1Q 2020). Profit margin: 15% (up from 13% 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 8% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
分析記事 • Mar 26Key Things To Consider Before Buying Taimide Tech. Inc. (TPE:3645) For Its DividendToday we'll take a closer look at Taimide Tech. Inc. ( TPE:3645 ) from a dividend investor's perspective. Owning a...
Is New 90 Day High Low • Mar 12New 90-day high: NT$59.00The company is up 10.0% from its price of NT$53.60 on 11 December 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 13% over the same period.
Reported Earnings • Mar 11Full year 2020 earnings released: EPS NT$2.76 (vs NT$0.82 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$2.01b (up 14% from FY 2019). Net income: NT$359.0m (up 237% from FY 2019). Profit margin: 18% (up from 6.1% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 11% per year.
分析記事 • Mar 08Taimide Tech (TPE:3645) Has Gifted Shareholders With A Fantastic 116% Total Return On Their InvestmentIf you want to compound wealth in the stock market, you can do so by buying an index fund. But in our experience...
分析記事 • Feb 07We Think Taimide Tech (TPE:3645) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Jan 17Is Taimide Tech (TPE:3645) Likely To Turn Things Around?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Is New 90 Day High Low • Jan 15New 90-day low: NT$50.70The company is down 10.0% from its price of NT$56.40 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 20% over the same period.
分析記事 • Dec 27Taimide Tech. Inc.'s (TPE:3645) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?It is hard to get excited after looking at Taimide Tech's (TPE:3645) recent performance, when its stock has declined...
分析記事 • Dec 07Did You Participate In Any Of Taimide Tech's (TPE:3645) Fantastic 201% Return ?When you buy a stock there is always a possibility that it could drop 100%. But on the bright side, if you buy shares...
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS NT$0.92The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$582.4m (up 34% from 3Q 2019). Net income: NT$120.0m (up 284% from 3Q 2019). Profit margin: 21% (up from 7.2% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.