View ValuationAcer Gaming 将来の成長Future 基準チェック /16Acer Gamingは、11%と10.2%でそれぞれ年率11%で利益と収益が成長すると予測される一方、EPSはgrowで10.3%年率。主要情報11.0%収益成長率10.32%EPS成長率Specialty Retail 収益成長13.7%収益成長率10.2%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日12 Mar 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesUpcoming Dividend • Jun 18Upcoming dividend of NT$1.24 per shareEligible shareholders must have bought the stock before 25 June 2026. Payment date: 23 July 2026. Payout ratio is on the higher end at 86% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (4.9%). Lower than average of industry peers (4.4%).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 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.業績と収益の成長予測TWSE:6908 - アナリストの将来予測と過去の財務データ ( )TWD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20276,70674N/AN/A112/31/20266,16461N/AN/A13/31/20265,59362-55-26N/A12/31/20255,52351228252N/A9/30/20255,13058227254N/A6/30/20254,67848109135N/A3/31/20254,33838-57-34N/A12/31/20244,30348-281-257N/A9/30/20244,00136-204-186N/A6/30/20244,30644100115N/A3/31/20244,51552131149N/A12/31/20234,72459162183N/A9/30/20234,25960-94-79N/A6/30/20233,79361-351-341N/A3/31/20233,02851-289-283N/A12/31/20222,26340-226-226N/A9/30/20221,89039-86-86N/A6/30/20221,517375353N/A3/31/20221,396356767N/A12/31/20211,276328181N/A12/31/20205283-132-130N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 6908の予測収益成長率 (年間11% ) は 貯蓄率 ( 1.3% ) を上回っています。収益対市場: 6908の収益 ( 11% ) TW市場 ( 27% ) よりも低い成長が予測されています。高成長収益: 6908の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 6908の収益 ( 10.2% ) TW市場 ( 19.5% ) よりも低い成長が予測されています。高い収益成長: 6908の収益 ( 10.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 6908の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/08 12:09終値2026/07/08 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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
Upcoming Dividend • Jun 18Upcoming dividend of NT$1.24 per shareEligible shareholders must have bought the stock before 25 June 2026. Payment date: 23 July 2026. Payout ratio is on the higher end at 86% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (4.9%). Lower than average of industry peers (4.4%).
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.