WIN Semiconductors Corp.

TPEX:3105 株式レポート

時価総額：NT$223.8b

WIN Semiconductors 将来の成長

Future 基準チェック /36

WIN Semiconductors利益と収益がそれぞれ年間27.9%と14.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.9% 28%なると予測されています。

主要情報

27.9%

収益成長率

27.96%

EPS成長率

Semiconductor 収益成長26.9%
収益成長率14.6%
将来の株主資本利益率12.94%
アナリストカバレッジ

Good

最終更新日04 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Jun 07

3105: Higher Discount Rate And Lower P/E Will Pressure Rich Dividend Outlook

Analysts have maintained their fair value estimate for WIN Semiconductors at NT$90.00, while adjusting key assumptions around discount rate, revenue growth, profit margin and future P/E to reflect an updated view of the company’s risk profile and earnings potential. What's in the News WIN Semiconductors announced an annual dividend of TWD 2.0000 per share.
ナラティブの更新 • May 24

3105: Higher Assumed Margins And P/E Will Sustain Overvaluation Risk

Analysts have updated their view on WIN Semiconductors, lifting the implied fair value in their price target framework from about NT$205 to around NT$387, citing revised assumptions for revenue growth, profit margins and future P/E multiples. Valuation Changes Fair Value: NT$204.64 in the earlier framework versus NT$387.08 in the updated workup, reflecting a higher implied valuation reference point.
ナラティブの更新 • May 05

3105: Higher Margins And Earnings Guide Will Support Rich P/E

Analysts now place WIN Semiconductors' fair value at NT$640.0 versus the prior NT$336.0, reflecting updated assumptions around higher revenue, profit margins, and a slightly different discount rate and future P/E. What's in the News WIN Semiconductors issued new consolidated earnings guidance for the first quarter of 2026, giving investors an updated reference point for near term expectations.
ナラティブの更新 • Apr 19

3105: High P/E Will Clash With Guided Revenue And Margin Weakness

Analysts have maintained their NT$336.00 price target for WIN Semiconductors. They cite small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that offset each other in their updated models.
ナラティブの更新 • Apr 04

3105: Elevated Future P/E Against Softer Near Term Outlook Will Pressure Shares

Analysts have adjusted their price target for WIN Semiconductors to NT$336.00, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and assumptions about future P/E ratios. What's in the News WIN Semiconductors issued consolidated earnings guidance for the first quarter of 2026, giving investors a fresh reference point for short term expectations (Key Developments).
ナラティブの更新 • Mar 20

3105: Earnings Guidance And Lower Discount Rate Will Signal Overvaluation Risk

Analysts have raised their fair value estimate for WIN Semiconductors from NT$75.00 to NT$90.00, citing updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News WIN Semiconductors issued consolidated earnings guidance for the first quarter of 2026, giving investors an early look at expected financial performance (Key Developments).
ナラティブの更新 • Mar 06

3105: Elevated Future P/E And Softer Q1 Guidance Will Sustain Overvaluation Risk

Analysts have revised their price target for WIN Semiconductors to NT$204.64 from NT$133.73. This mainly reflects an updated view on fair value and a higher assumed future P/E multiple, while core growth and margin assumptions are kept broadly consistent.
ナラティブの更新 • Feb 20

3105: Elevated Future P/E And Soft Guidance Will Likely Sustain Overvaluation Risk

Analysts have revised their fair value estimate for WIN Semiconductors from NT$105.27 to NT$133.73. This change reflects updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations.
ナラティブの更新 • Feb 06

3105: Lower Margin Outlook And Rich P/E Will Likely Pressure Shares

Analysts have raised their fair value estimate for WIN Semiconductors from $118.51 to $187.95, citing updated assumptions related to discount rates, revenue growth, profit margins, and future P/E levels. Valuation Changes Fair Value Estimate raised from NT$118.51 to NT$187.95, reflecting a higher assessed intrinsic value per share.
ナラティブの更新 • Jan 22

3105: Lower Discount Rate Will Signal Overvaluation Risk Despite Higher Margins

Analysts have lifted their fair value estimate for WIN Semiconductors from $69.0 to $75.0, reflecting updated assumptions for faster revenue growth, higher profit margins and a lower cost of equity alongside a revised future P/E multiple. Valuation Changes The Fair Value Estimate has risen from NT$69.0 to NT$75.0, indicating a higher assessed intrinsic value per share.
ナラティブの更新 • Jan 07

3105: Higher Future P/E Will Likely Sustain Overvaluation Risk

Analysts have raised their fair value estimate for WIN Semiconductors to $105.27 from $99.07, attributing the change to slightly lower discount rate assumptions and a higher future P/E multiple in their updated models. Valuation Changes Fair Value Estimate was revised from NT$99.07 to NT$105.27, indicating a modest upward adjustment in the model output.
ナラティブの更新 • Dec 17

3105: Slightly Lower Discount Rate Will Likely Sustain Overvaluation Risk

Analysts have raised their price target on WIN Semiconductors by approximately $3.00. This reflects slightly faster expected revenue growth, a marginally lower discount rate, and a modestly higher future earnings multiple that more than offset a small reduction in projected profit margins.
ナラティブの更新 • Dec 03

3105: Lower Discount Rate Will Likely Keep Overvaluation Risks Intact

Analysts have modestly revised their price target on WIN Semiconductors to TWD 96.07, reflecting slightly lower discount rate assumptions and marginally adjusted long term profitability and valuation multiples, while keeping the overall fair value essentially unchanged. Valuation Changes Fair Value: Remains effectively unchanged at approximately NT$96.07, indicating no material adjustment to the intrinsic valuation.
ナラティブの更新 • Nov 19

3105: Lower Discount Rate Will Likely Fail To Offset Overvaluation Risk

Analysts have raised their price target for WIN Semiconductors by $2.00, citing improved revenue growth and profit margin forecasts as key drivers of the upward revision. Valuation Changes Fair Value has risen slightly, increasing from NT$94.07 to NT$96.07.
ナラティブの更新 • Nov 01

3105: Profit Margin Declines Are Expected To Weigh On Future Returns

Analysts have raised their price target for WIN Semiconductors from $89.21 to $94.07, citing modestly improved revenue growth expectations and a lower discount rate as key drivers behind the updated valuation. Valuation Changes Consensus Analyst Price Target has risen slightly from NT$89.21 to NT$94.07.
User avatar
新しいナラティブ • Feb 15

Advancements In AI And Wi-Fi 7 Will Expand Future Opportunities For Compound Semiconductors

Strong growth in Infrastructure and Optics emphasizes potential revenue expansion, despite short-term declines in other areas.

業績と収益の成長予測

TPEX:3105 - 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
12/31/202829,8826,6506,6556,8467
12/31/202723,9294,5125,6676,19411
12/31/202620,9702,6984,7384,5749
3/31/202617,6532,2111,5064,060N/A
12/31/202516,6391,6943,1914,953N/A
9/30/202515,5503132,6714,202N/A
6/30/202515,410-5292,9673,983N/A
3/31/202516,5913773,6124,679N/A
12/31/202417,4587683,6244,900N/A
9/30/202418,6201,5054,4125,796N/A
6/30/202418,4371,3113,1365,993N/A
3/31/202417,4197292,9826,029N/A
12/31/202315,836-809714,270N/A
9/30/202314,500-5413154,271N/A
6/30/202314,243-223-1,2412,725N/A
3/31/202315,597518-2,8233,599N/A
12/31/202218,3341,802-1,2225,968N/A
9/30/202222,0203,650-1,6046,950N/A
6/30/202224,8734,8503798,327N/A
3/31/202225,7705,1861117,760N/A
12/31/202126,1825,455-3607,815N/A
9/30/202125,8264,979-6318,223N/A
6/30/202125,6315,406-1,0518,809N/A
3/31/202125,4856,089-6348,654N/A
12/31/202025,5466,529-408,755N/A
9/30/202025,5897,0951,3028,841N/A
6/30/202025,4266,7663,1269,476N/A
3/31/202023,8295,8913,3179,197N/A
12/31/201921,3784,474N/A8,084N/A
9/30/201918,6883,372N/A6,865N/A
6/30/201916,3502,440N/A5,031N/A
3/31/201916,4662,563N/A5,097N/A
12/31/201817,3113,124N/A5,480N/A
9/30/201818,6773,706N/A6,086N/A
6/30/201819,0154,170N/A6,217N/A
3/31/201818,2684,004N/A6,227N/A
12/31/201717,0863,764N/A5,894N/A
9/30/201714,7122,985N/A4,602N/A
6/30/201713,8612,809N/A4,652N/A
3/31/201713,6132,770N/A4,109N/A
12/31/201613,6233,113N/A3,787N/A
9/30/201613,6143,262N/A4,644N/A
6/30/201612,9743,062N/A4,518N/A
3/31/201612,5012,893N/A4,838N/A
12/31/201512,0162,672N/A4,893N/A
9/30/201511,5322,517N/A4,586N/A
6/30/201511,6882,465N/A4,602N/A

アナリストによる今後の成長予測

収入対貯蓄率: 3105の予測収益成長率 (年間27.9% ) は 貯蓄率 ( 1.3% ) を上回っています。

収益対市場: 3105の収益 ( 27.9% ) はTW市場 ( 26.3% ) よりも速いペースで成長すると予測されています。

高成長収益: 3105の収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: 3105の収益 ( 14.6% ) TW市場 ( 18.7% ) よりも低い成長が予測されています。

高い収益成長: 3105の収益 ( 14.6% ) 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: 3105の 自己資本利益率 は、3年後には低くなると予測されています ( 12.9 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/21 08:08
終値2026/06/18 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

WIN Semiconductors Corp. 11 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。24

アナリスト機関
Ping-Heng WuBarclays
Xin SunBernstein
Haas LiuBofA Global Research