Acer Gaming（6908）株式概要日本エイサー株式会社(本社：東京都新宿区、代表取締役社長：詹 國良(ボブ・セン))は、台湾でeスポーツコミュニティ・プラットフォームを運営しています。 詳細6908 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長1/6過去の実績5/6財務の健全性5/6配当金2/6報酬収益は年間10.95%増加すると予測されています 過去1年間で収益は63.6%増加しました リスク分析3.21%の配当はフリーキャッシュフローで十分にカバーされていない 意味のある時価総額がありません ( NT$1B )すべてのリスクチェックを見る6908 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$38.6512.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture09b2016201920222025202620282031Revenue NT$9.1bEarnings NT$100.9mAdvancedSet Fair ValueView all narrativesAcer Gaming Inc. 競合他社Sunfar ComputerSymbol: TPEX:6154Market cap: NT$1.1bTsann Kuen EnterpriseLtdSymbol: TWSE:2430Market cap: NT$2.1bE-LifeSymbol: TWSE:6281Market cap: NT$5.0bSenao InternationalLtdSymbol: TWSE:2450Market cap: NT$7.5b価格と性能株価の高値、安値、推移の概要Acer Gaming過去の株価現在の株価NT$38.6552週高値NT$71.0052週安値NT$37.05ベータ0.521ヶ月の変化-0.90%3ヶ月変化-35.90%1年変化-26.38%3年間の変化-62.66%5年間の変化n/aIPOからの変化-70.27%最新ニュースReported Earnings • May 06First quarter 2026 earnings released: EPS: NT$0.41 (vs NT$0.37 in 1Q 2025)First quarter 2026 results: EPS: NT$0.41 (up from NT$0.37 in 1Q 2025). Revenue: NT$1.15b (down 6.7% from 1Q 2025). Net income: NT$14.3m (up 12% from 1Q 2025). Profit margin: 1.2% (up from 1.0% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Specialty Retail industry in Asia. 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 28% per year, which means it is performing significantly worse than earnings.Reported Earnings • Apr 05Full year 2025 earnings released: EPS: NT$1.44 (vs NT$1.36 in FY 2024)Full year 2025 results: EPS: NT$1.44 (up from NT$1.36 in FY 2024). Revenue: NT$5.52b (up 28% from FY 2024). Net income: NT$50.5m (up 6.3% from FY 2024). Profit margin: 0.9% (down from 1.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 26Acer Gaming Inc. has completed a Follow-on Equity Offering in the amount of TWD 87.2 million.Acer Gaming Inc. has completed a Follow-on Equity Offering in the amount of TWD 87.2 million. Security Name: Shares Security Type: Common Stock Securities Offered: 692,000 Price\Range: TWD 38.66 Security Name: Shares Security Type: Common Stock Securities Offered: 1,488,000 Price\Range: TWD 40.623172New Risk • Mar 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 8.8% 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: Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (NT$1.68b market cap, or US$52.7m).Declared Dividend • Mar 11Dividend increased to NT$1.24Dividend of NT$1.24 is 3.3% higher than last year. Ex-date: 25th June 2026 Payment date: 23rd July 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 20% to shift the payout ratio to a potentially unsustainable range, which is more than the 11% EPS decline seen over the last 5 years.お知らせ • Mar 10+ 1 more updateAcer Gaming Inc., Annual General Meeting, May 25, 2026Acer Gaming Inc., Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 3 floor no,88, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city Taiwan最新情報をもっと見るRecent updatesReported Earnings • May 06First quarter 2026 earnings released: EPS: NT$0.41 (vs NT$0.37 in 1Q 2025)First quarter 2026 results: EPS: NT$0.41 (up from NT$0.37 in 1Q 2025). Revenue: NT$1.15b (down 6.7% from 1Q 2025). Net income: NT$14.3m (up 12% from 1Q 2025). Profit margin: 1.2% (up from 1.0% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Specialty Retail industry in Asia. 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 28% per year, which means it is performing significantly worse than earnings.Reported Earnings • Apr 05Full year 2025 earnings released: EPS: NT$1.44 (vs NT$1.36 in FY 2024)Full year 2025 results: EPS: NT$1.44 (up from NT$1.36 in FY 2024). Revenue: NT$5.52b (up 28% from FY 2024). Net income: NT$50.5m (up 6.3% from FY 2024). Profit margin: 0.9% (down from 1.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 26Acer Gaming Inc. has completed a Follow-on Equity Offering in the amount of TWD 87.2 million.Acer Gaming Inc. has completed a Follow-on Equity Offering in the amount of TWD 87.2 million. Security Name: Shares Security Type: Common Stock Securities Offered: 692,000 Price\Range: TWD 38.66 Security Name: Shares Security Type: Common Stock Securities Offered: 1,488,000 Price\Range: TWD 40.623172New Risk • Mar 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 8.8% 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: Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (NT$1.68b market cap, or US$52.7m).Declared Dividend • Mar 11Dividend increased to NT$1.24Dividend of NT$1.24 is 3.3% higher than last year. Ex-date: 25th June 2026 Payment date: 23rd July 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 20% to shift the payout ratio to a potentially unsustainable range, which is more than the 11% EPS decline seen over the last 5 years.お知らせ • Mar 10+ 1 more updateAcer Gaming Inc., Annual General Meeting, May 25, 2026Acer Gaming Inc., Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 3 floor no,88, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city TaiwanReported Earnings • Nov 19Third quarter 2025 earnings released: EPS: NT$0.32 (vs NT$0.32 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.32 (in line with 3Q 2024). Revenue: NT$1.25b (up 14% from 3Q 2024). Net income: NT$11.1m (down 1.3% from 3Q 2024). Profit margin: 0.9% (down from 1.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.New Risk • Oct 30New 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 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (NT$2.35b market cap, or US$76.3m).New Risk • Jul 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.6% average weekly change). Market cap is less than US$100m (NT$2.01b market cap, or US$68.7m).Upcoming Dividend • Jun 26Upcoming dividend of NT$1.20 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 29 July 2025. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.7%).Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$59.90, the stock trades at a trailing P/E ratio of 44.1x. Average trailing P/E is 22x in the Specialty Retail industry in Taiwan. Total loss to shareholders of 17% over the past year.Reported Earnings • May 04Full year 2024 earnings released: EPS: NT$1.36 (vs NT$1.70 in FY 2023)Full year 2024 results: EPS: NT$1.36 (down from NT$1.70 in FY 2023). Revenue: NT$4.30b (down 8.9% from FY 2023). Net income: NT$47.5m (down 20% from FY 2023). Profit margin: 1.1% (down from 1.3% in FY 2023). The decrease in margin was driven by lower revenue.New Risk • Apr 07New 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: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (NT$1.99b market cap, or US$60.2m).Buy Or Sell Opportunity • Apr 07Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to NT$56.10. The fair value is estimated to be NT$76.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 36%.お知らせ • Mar 11Acer Gaming Inc., Annual General Meeting, Jun 04, 2025Acer Gaming Inc., Annual General Meeting, Jun 04, 2025. Location: 1 floor no,88, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city TaiwanNew Risk • Feb 28New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Dividend is not well covered by earnings (95% payout ratio). Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (NT$2.44b market cap, or US$74.1m).Buy Or Sell Opportunity • Nov 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.1% to NT$65.50. The fair value is estimated to be NT$82.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 36%.Buy Or Sell Opportunity • Oct 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to NT$65.00. The fair value is estimated to be NT$81.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 36%.Buy Or Sell Opportunity • Sep 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to NT$64.30. The fair value is estimated to be NT$81.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 36%.Buy Or Sell Opportunity • Sep 10Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to NT$63.30. The fair value is estimated to be NT$82.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 36%.New Risk • Jul 06New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Continuous dividend paying years: 1 Dividend yield: 1.6% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. 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: Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Market cap is less than US$100m (NT$2.56b market cap, or US$78.8m).Upcoming Dividend • Jun 27Upcoming dividend of NT$1.20 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 01 August 2024. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (3.4%).Reported Earnings • Apr 20Full year 2023 earnings released: EPS: NT$1.70 (vs NT$1.91 in FY 2022)Full year 2023 results: EPS: NT$1.70. Revenue: NT$4.72b (up 109% from FY 2022). Net income: NT$59.3m (up 49% from FY 2022). Profit margin: 1.3% (down from 1.8% in FY 2022). The decrease in margin was driven by higher expenses.お知らせ • Mar 17Acer Gaming Inc., Annual General Meeting, Jun 06, 2024Acer Gaming Inc., Annual General Meeting, Jun 06, 2024.New Risk • Feb 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Profit margins are more than 30% lower than last year (1.6% net profit margin). Market cap is less than US$100m (NT$2.95b market cap, or US$93.2m).Reported Earnings • Aug 16First half 2023 earnings released: EPS: NT$1.14 (vs NT$1.25 in 1H 2022)First half 2023 results: EPS: NT$1.14. Revenue: NT$2.51b (up 156% from 1H 2022). Net income: NT$40.1m (up 115% from 1H 2022). Profit margin: 1.6% (down from 1.9% in 1H 2022). The decrease in margin was driven by higher expenses.New Risk • Aug 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.00b (US$94.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (62% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Profit margins are more than 30% lower than last year (1.8% net profit margin). Market cap is less than US$100m (NT$3.00b market cap, or US$94.0m).Valuation Update With 7 Day Price Move • Aug 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$85.70, the stock trades at a trailing P/E ratio of 75.3x. Average trailing P/E is 19x in the Specialty Retail industry in Taiwan.Reported Earnings • Apr 26Full year 2022 earnings released: EPS: NT$1.91 (vs NT$9.69 in FY 2021)Full year 2022 results: EPS: NT$1.91. Revenue: NT$2.26b (up 77% from FY 2021). Net income: NT$39.8m (up 23% from FY 2021). Profit margin: 1.8% (down from 2.5% in FY 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$82.30, the stock trades at a trailing P/E ratio of 55x. Average trailing P/E is 20x in the Interactive Media and Services industry in Asia.株主還元6908TW Specialty RetailTW 市場7D1.3%-0.7%2.6%1Y-26.4%-26.5%94.7%株主還元を見る業界別リターン: 6908過去 1 年間で-26.5 % のリターンをもたらしたTW Specialty Retail業界と一致しました。リターン対市場: 6908は、過去 1 年間で94.7 % のリターンを上げたTW市場を下回りました。価格変動Is 6908's price volatile compared to industry and market?6908 volatility6908 Average Weekly Movement9.0%Specialty Retail Industry Average Movement3.4%Market Average Movement6.2%10% most volatile stocks in TW Market12.3%10% least volatile stocks in TW Market2.5%安定した株価: 6908 、 TW市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 6908の 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2020n/aTingyang Xuwww.acergaming.com日本エイサー株式会社(本社：東京都新宿区、代表取締役社長：詹 國良(ボブ・セン))は、台湾でeスポーツコミュニティプラットフォームを運営しています。また、ゲームエンタテインメントチャンネルの代理店販売なども行っている。同社は2020年に設立され、台湾の台北市に拠点を置いている。もっと見るAcer Gaming Inc. 基礎のまとめAcer Gaming の収益と売上を時価総額と比較するとどうか。6908 基礎統計学時価総額NT$1.42b収益（TTM）NT$61.97m売上高(TTM)NT$5.59b23.2xPER（株価収益率0.3xP/Sレシオ6908 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計6908 損益計算書（TTM）収益NT$5.59b売上原価NT$4.90b売上総利益NT$694.46mその他の費用NT$632.49m収益NT$61.97m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.67グロス・マージン12.42%純利益率1.11%有利子負債／自己資本比率38.5%6908 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.2%現在の配当利回り86%配当性向6908 配当は確実ですか？6908 配当履歴とベンチマークを見る6908 、いつまでに購入すれば配当金を受け取れますか？Acer Gaming 配当日配当落ち日Jun 25 2026配当支払日Jul 23 2026配当落ちまでの日数30 days配当支払日までの日数58 days6908 配当は確実ですか？6908 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 15:01終値2026/05/25 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Acer Gaming Inc. 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。1 アナリスト機関Chi-Yuan ChenCapital Securities Corporation
Reported Earnings • May 06First quarter 2026 earnings released: EPS: NT$0.41 (vs NT$0.37 in 1Q 2025)First quarter 2026 results: EPS: NT$0.41 (up from NT$0.37 in 1Q 2025). Revenue: NT$1.15b (down 6.7% from 1Q 2025). Net income: NT$14.3m (up 12% from 1Q 2025). Profit margin: 1.2% (up from 1.0% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Specialty Retail industry in Asia. 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 28% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Apr 05Full year 2025 earnings released: EPS: NT$1.44 (vs NT$1.36 in FY 2024)Full year 2025 results: EPS: NT$1.44 (up from NT$1.36 in FY 2024). Revenue: NT$5.52b (up 28% from FY 2024). Net income: NT$50.5m (up 6.3% from FY 2024). Profit margin: 0.9% (down from 1.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 26Acer Gaming Inc. has completed a Follow-on Equity Offering in the amount of TWD 87.2 million.Acer Gaming Inc. has completed a Follow-on Equity Offering in the amount of TWD 87.2 million. Security Name: Shares Security Type: Common Stock Securities Offered: 692,000 Price\Range: TWD 38.66 Security Name: Shares Security Type: Common Stock Securities Offered: 1,488,000 Price\Range: TWD 40.623172
New Risk • Mar 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 8.8% 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: Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (NT$1.68b market cap, or US$52.7m).
Declared Dividend • Mar 11Dividend increased to NT$1.24Dividend of NT$1.24 is 3.3% higher than last year. Ex-date: 25th June 2026 Payment date: 23rd July 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 20% to shift the payout ratio to a potentially unsustainable range, which is more than the 11% EPS decline seen over the last 5 years.
お知らせ • Mar 10+ 1 more updateAcer Gaming Inc., Annual General Meeting, May 25, 2026Acer Gaming Inc., Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 3 floor no,88, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city Taiwan
Reported Earnings • May 06First quarter 2026 earnings released: EPS: NT$0.41 (vs NT$0.37 in 1Q 2025)First quarter 2026 results: EPS: NT$0.41 (up from NT$0.37 in 1Q 2025). Revenue: NT$1.15b (down 6.7% from 1Q 2025). Net income: NT$14.3m (up 12% from 1Q 2025). Profit margin: 1.2% (up from 1.0% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Specialty Retail industry in Asia. 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 28% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Apr 05Full year 2025 earnings released: EPS: NT$1.44 (vs NT$1.36 in FY 2024)Full year 2025 results: EPS: NT$1.44 (up from NT$1.36 in FY 2024). Revenue: NT$5.52b (up 28% from FY 2024). Net income: NT$50.5m (up 6.3% from FY 2024). Profit margin: 0.9% (down from 1.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 26Acer Gaming Inc. has completed a Follow-on Equity Offering in the amount of TWD 87.2 million.Acer Gaming Inc. has completed a Follow-on Equity Offering in the amount of TWD 87.2 million. Security Name: Shares Security Type: Common Stock Securities Offered: 692,000 Price\Range: TWD 38.66 Security Name: Shares Security Type: Common Stock Securities Offered: 1,488,000 Price\Range: TWD 40.623172
New Risk • Mar 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 8.8% 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: Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (NT$1.68b market cap, or US$52.7m).
Declared Dividend • Mar 11Dividend increased to NT$1.24Dividend of NT$1.24 is 3.3% higher than last year. Ex-date: 25th June 2026 Payment date: 23rd July 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 20% to shift the payout ratio to a potentially unsustainable range, which is more than the 11% EPS decline seen over the last 5 years.
お知らせ • Mar 10+ 1 more updateAcer Gaming Inc., Annual General Meeting, May 25, 2026Acer Gaming Inc., Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 3 floor no,88, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city Taiwan
Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: NT$0.32 (vs NT$0.32 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.32 (in line with 3Q 2024). Revenue: NT$1.25b (up 14% from 3Q 2024). Net income: NT$11.1m (down 1.3% from 3Q 2024). Profit margin: 0.9% (down from 1.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
New Risk • Oct 30New 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 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (NT$2.35b market cap, or US$76.3m).
New Risk • Jul 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.6% average weekly change). Market cap is less than US$100m (NT$2.01b market cap, or US$68.7m).
Upcoming Dividend • Jun 26Upcoming dividend of NT$1.20 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 29 July 2025. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.7%).
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$59.90, the stock trades at a trailing P/E ratio of 44.1x. Average trailing P/E is 22x in the Specialty Retail industry in Taiwan. Total loss to shareholders of 17% over the past year.
Reported Earnings • May 04Full year 2024 earnings released: EPS: NT$1.36 (vs NT$1.70 in FY 2023)Full year 2024 results: EPS: NT$1.36 (down from NT$1.70 in FY 2023). Revenue: NT$4.30b (down 8.9% from FY 2023). Net income: NT$47.5m (down 20% from FY 2023). Profit margin: 1.1% (down from 1.3% in FY 2023). The decrease in margin was driven by lower revenue.
New Risk • Apr 07New 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: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (NT$1.99b market cap, or US$60.2m).
Buy Or Sell Opportunity • Apr 07Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to NT$56.10. The fair value is estimated to be NT$76.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 36%.
お知らせ • Mar 11Acer Gaming Inc., Annual General Meeting, Jun 04, 2025Acer Gaming Inc., Annual General Meeting, Jun 04, 2025. Location: 1 floor no,88, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city Taiwan
New Risk • Feb 28New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Dividend is not well covered by earnings (95% payout ratio). Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (NT$2.44b market cap, or US$74.1m).
Buy Or Sell Opportunity • Nov 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.1% to NT$65.50. The fair value is estimated to be NT$82.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 36%.
Buy Or Sell Opportunity • Oct 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to NT$65.00. The fair value is estimated to be NT$81.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 36%.
Buy Or Sell Opportunity • Sep 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to NT$64.30. The fair value is estimated to be NT$81.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 36%.
Buy Or Sell Opportunity • Sep 10Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to NT$63.30. The fair value is estimated to be NT$82.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 36%.
New Risk • Jul 06New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Continuous dividend paying years: 1 Dividend yield: 1.6% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. 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: Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Market cap is less than US$100m (NT$2.56b market cap, or US$78.8m).
Upcoming Dividend • Jun 27Upcoming dividend of NT$1.20 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 01 August 2024. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (3.4%).
Reported Earnings • Apr 20Full year 2023 earnings released: EPS: NT$1.70 (vs NT$1.91 in FY 2022)Full year 2023 results: EPS: NT$1.70. Revenue: NT$4.72b (up 109% from FY 2022). Net income: NT$59.3m (up 49% from FY 2022). Profit margin: 1.3% (down from 1.8% in FY 2022). The decrease in margin was driven by higher expenses.
お知らせ • Mar 17Acer Gaming Inc., Annual General Meeting, Jun 06, 2024Acer Gaming Inc., Annual General Meeting, Jun 06, 2024.
New Risk • Feb 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Profit margins are more than 30% lower than last year (1.6% net profit margin). Market cap is less than US$100m (NT$2.95b market cap, or US$93.2m).
Reported Earnings • Aug 16First half 2023 earnings released: EPS: NT$1.14 (vs NT$1.25 in 1H 2022)First half 2023 results: EPS: NT$1.14. Revenue: NT$2.51b (up 156% from 1H 2022). Net income: NT$40.1m (up 115% from 1H 2022). Profit margin: 1.6% (down from 1.9% in 1H 2022). The decrease in margin was driven by higher expenses.
New Risk • Aug 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.00b (US$94.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (62% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Profit margins are more than 30% lower than last year (1.8% net profit margin). Market cap is less than US$100m (NT$3.00b market cap, or US$94.0m).
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$85.70, the stock trades at a trailing P/E ratio of 75.3x. Average trailing P/E is 19x in the Specialty Retail industry in Taiwan.
Reported Earnings • Apr 26Full year 2022 earnings released: EPS: NT$1.91 (vs NT$9.69 in FY 2021)Full year 2022 results: EPS: NT$1.91. Revenue: NT$2.26b (up 77% from FY 2021). Net income: NT$39.8m (up 23% from FY 2021). Profit margin: 1.8% (down from 2.5% in FY 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$82.30, the stock trades at a trailing P/E ratio of 55x. Average trailing P/E is 20x in the Interactive Media and Services industry in Asia.
