Epoch Chemtronics（3633）株式概要エポック・ケムトロニクス社は、台湾でLEDバックライトモジュール、導光板、LED照明機器を製造・販売している。 詳細3633 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績5/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より61%で取引されている 過去1年間で収益は6%増加しました リスク分析TW市場と比較した過去 3 か月間の株価の変動不安定な配当実績 すべてのリスクチェックを見る3633 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW488,917 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG488,917 investors already sharing narrativesYour Fair ValueNT$Current PriceNT$126.0016.3% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture010b2016201920222025202620282031Revenue NT$10.4bEarnings NT$680.5mAdvancedSet Fair ValueView all narrativesEpoch Chemtronics Corp. 競合他社Leadtrend TechnologySymbol: TWSE:3588Market cap: NT$4.1bJtron TechnologySymbol: TPEX:7810Market cap: NT$4.1bMajor-Power TechnologySymbol: TPEX:6720Market cap: NT$4.2bAdvanced Analog TechnologySymbol: TPEX:3438Market cap: NT$3.2b価格と性能株価の高値、安値、推移の概要Epoch Chemtronics過去の株価現在の株価NT$126.0052週高値NT$153.0052週安値NT$75.40ベータ0.391ヶ月の変化1.61%3ヶ月変化31.94%1年変化40.31%3年間の変化71.90%5年間の変化215.00%IPOからの変化337.04%最新ニュースUpcoming Dividend • Jul 07Upcoming dividend of NT$8.00 per shareEligible shareholders must have bought the stock before 14 July 2026. Payment date: 14 August 2026. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 6.5%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (1.0%).Declared Dividend • Jun 13Dividend of NT$8.00 announcedDividend of NT$8.00 is the same as last year. Ex-date: 14th July 2026 Payment date: 14th August 2026 Dividend yield will be 6.6%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 5.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • May 05New 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 9.6% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.6% average weekly change).Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 29%After last week's 29% share price gain to NT$151, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 45x in the Semiconductor industry in Taiwan. Total returns to shareholders of 220% over the past three years.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$111, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 41x in the Semiconductor industry in Taiwan. Total returns to shareholders of 166% over the past three years.Buy Or Sell Opportunity • Apr 10Now 20% undervaluedOver the last 90 days, the stock has risen 17% to NT$95.30. The fair value is estimated to be NT$120, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 21%.最新情報をもっと見るRecent updatesUpcoming Dividend • Jul 07Upcoming dividend of NT$8.00 per shareEligible shareholders must have bought the stock before 14 July 2026. Payment date: 14 August 2026. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 6.5%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (1.0%).Declared Dividend • Jun 13Dividend of NT$8.00 announcedDividend of NT$8.00 is the same as last year. Ex-date: 14th July 2026 Payment date: 14th August 2026 Dividend yield will be 6.6%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 5.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • May 05New 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 9.6% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.6% average weekly change).Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 29%After last week's 29% share price gain to NT$151, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 45x in the Semiconductor industry in Taiwan. Total returns to shareholders of 220% over the past three years.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$111, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 41x in the Semiconductor industry in Taiwan. Total returns to shareholders of 166% over the past three years.Buy Or Sell Opportunity • Apr 10Now 20% undervaluedOver the last 90 days, the stock has risen 17% to NT$95.30. The fair value is estimated to be NT$120, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 21%.Buy Or Sell Opportunity • Mar 23Now 23% undervaluedOver the last 90 days, the stock has risen 15% to NT$92.20. The fair value is estimated to be NT$119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 21%.お知らせ • Mar 20Epoch Chemtronics Corp., Annual General Meeting, Jun 11, 2026Epoch Chemtronics Corp., Annual General Meeting, Jun 11, 2026. Location: 9 floor no,35, hsin t`ai rd., jhubei city, hsinchu county TaiwanNew Risk • Mar 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. 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 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (NT$3.10b market cap, or US$98.7m).Upcoming Dividend • Jul 08Upcoming dividend of NT$8.00 per shareEligible shareholders must have bought the stock before 15 July 2025. Payment date: 15 August 2025. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 9.1%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.2%).Declared Dividend • Jun 23Dividend increased to NT$8.00Dividend of NT$8.00 is 45% higher than last year. Ex-date: 15th July 2025 Payment date: 15th August 2025 Dividend yield will be 9.2%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 26Full year 2024 earnings released: EPS: NT$9.89 (vs NT$7.04 in FY 2023)Full year 2024 results: EPS: NT$9.89 (up from NT$7.04 in FY 2023). Revenue: NT$5.97b (down 1.5% from FY 2023). Net income: NT$336.4m (up 41% from FY 2023). Profit margin: 5.6% (up from 4.0% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 28% per year.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$79.50, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 128% over the past three years.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 7.0% 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). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (NT$2.69b market cap, or US$81.4m).お知らせ • Mar 28Epoch Chemtronics Corp., Annual General Meeting, Jun 17, 2025Epoch Chemtronics Corp., Annual General Meeting, Jun 17, 2025. Location: 9 floor no,35, hsin t`ai rd., jhubei city, hsinchu county 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). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (NT$2.87b market cap, or US$87.2m).Upcoming Dividend • Jul 04Upcoming dividend of NT$5.50 per shareEligible shareholders must have bought the stock before 11 July 2024. Payment date: 15 August 2024. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 6.8%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.1%).Buy Or Sell Opportunity • Jul 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.5% to NT$80.30. The fair value is estimated to be NT$66.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 28%.Buy Or Sell Opportunity • Jun 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.0% to NT$79.70. The fair value is estimated to be NT$66.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 28%.Reported Earnings • Apr 25Full year 2023 earnings released: EPS: NT$7.04 (vs NT$6.51 in FY 2022)Full year 2023 results: EPS: NT$7.04 (up from NT$6.51 in FY 2022). Revenue: NT$6.06b (up 40% from FY 2022). Net income: NT$239.4m (up 8.1% from FY 2022). Profit margin: 4.0% (down from 5.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 03Epoch Chemtronics Corp., Annual General Meeting, Jun 20, 2024Epoch Chemtronics Corp., Annual General Meeting, Jun 20, 2024.New Risk • Mar 01New 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: Major Risks Earnings have declined by 1.9% per year over the past 5 years. High level of non-cash earnings (31% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Dividend is not well covered by cash flows (287% cash payout ratio). Market cap is less than US$100m (NT$2.62b market cap, or US$82.7m).New Risk • Aug 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 29% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 1.9% per year over the past 5 years. High level of non-cash earnings (29% accrual ratio). Minor Risks Dividend is not well covered by cash flows (287% cash payout ratio). Market cap is less than US$100m (NT$2.43b market cap, or US$75.9m).New Risk • Aug 02New 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 6.2% 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 9.4% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (146% cash payout ratio). Share price has been volatile over the past 3 months (6.2% average weekly change). Market cap is less than US$100m (NT$2.69b market cap, or US$84.8m).Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$74.80, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 20x in the Semiconductor industry in Taiwan. Total returns to shareholders of 123% over the past three years.Upcoming Dividend • Jul 06Upcoming dividend of NT$4.00 per share at 6.2% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 15 August 2023. Payout ratio is a comfortable 61% but the company is paying out more than the cash it is generating. Trailing yield: 6.2%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.2%).Valuation Update With 7 Day Price Move • May 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$62.70, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 16x in the Semiconductor industry in Taiwan. Total returns to shareholders of 93% over the past three years.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. 7 experienced directors. No highly experienced directors. 2 independent directors (3 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.Upcoming Dividend • Jul 06Upcoming dividend of NT$3.00 per shareEligible shareholders must have bought the stock before 13 July 2022. Payment date: 15 August 2022. Payout ratio is on the higher end at 94% but the company is not cash flow positive. Trailing yield: 7.7%. Within top quartile of Taiwanese dividend payers (6.6%). Higher than average of industry peers (4.0%).Reported Earnings • May 04Full year 2021 earnings released: EPS: NT$3.18 (vs NT$3.50 in FY 2020)Full year 2021 results: EPS: NT$3.18 (down from NT$3.50 in FY 2020). Revenue: NT$3.80b (up 33% from FY 2020). Net income: NT$108.2m (down 9.0% from FY 2020). Profit margin: 2.9% (down from 4.2% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.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. 7 experienced directors. No highly experienced directors. 2 independent directors (3 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.お知らせ • Mar 29Epoch Chemtronics Corp., Annual General Meeting, Jun 16, 2022Epoch Chemtronics Corp., Annual General Meeting, Jun 16, 2022.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$45.90, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 56% over the past three years.Upcoming Dividend • Aug 02Upcoming dividend of NT$3.00 per shareEligible shareholders must have bought the stock before 09 August 2021. Payment date: 09 September 2021. Trailing yield: 7.2%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.2%).分析記事 • Apr 29Epoch Chemtronics (GTSM:3633) Might Be Having Difficulty Using Its Capital EffectivelyWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • Apr 29Full year 2020 earnings released: EPS NT$3.49 (vs NT$5.24 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$2.86b (down 28% from FY 2019). Net income: NT$118.9m (down 33% from FY 2019). Profit margin: 4.2% (down from 4.5% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.分析記事 • Mar 15A Look At The Fair Value Of Epoch Chemtronics Corp. (GTSM:3633)Today we will run through one way of estimating the intrinsic value of Epoch Chemtronics Corp. ( GTSM:3633 ) by...Is New 90 Day High Low • Mar 04New 90-day low: NT$39.15The company is down 2.0% from its price of NT$40.05 on 04 December 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 24% over the same period.分析記事 • Jan 21Our Take On The Returns On Capital At Epoch Chemtronics (GTSM:3633)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Is New 90 Day High Low • Jan 05New 90-day high: NT$43.85The company is up 27% from its price of NT$34.50 on 08 October 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 25% over the same period.分析記事 • Dec 29Epoch Chemtronics Corp.'s (GTSM:3633) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?Epoch Chemtronics (GTSM:3633) has had a great run on the share market with its stock up by a significant 26% over the...分析記事 • Dec 08Calculating The Intrinsic Value Of Epoch Chemtronics Corp. (GTSM:3633)Does the December share price for Epoch Chemtronics Corp. ( GTSM:3633 ) reflect what it's really worth? Today, we will...Is New 90 Day High Low • Dec 08New 90-day high: NT$40.25The company is up 18% from its price of NT$34.10 on 09 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 22% over the same period.Is New 90 Day High Low • Nov 19New 90-day high: NT$36.85The company is up 8.0% from its price of NT$34.05 on 21 August 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 20% over the same period.株主還元3633TW SemiconductorTW 市場7D2.0%-3.2%-3.0%1Y40.3%137.2%98.4%株主還元を見る業界別リターン: 3633過去 1 年間で137.2 % の収益を上げたTW Semiconductor業界を下回りました。リターン対市場: 3633は、過去 1 年間で98.4 % のリターンを上げたTW市場を下回りました。価格変動Is 3633's price volatile compared to industry and market?3633 volatility3633 Average Weekly Movement9.7%Semiconductor Industry Average Movement9.9%Market Average Movement6.5%10% most volatile stocks in TW Market12.0%10% least volatile stocks in TW Market2.6%安定した株価: 3633の株価は、 TW市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 3633の weekly volatility ( 10% ) は過去 1 年間安定していますが、依然としてTWの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1997n/aGu Liuwww.epoch-optic.comEpoch Chemtronics Corp.は台湾でLEDバックライトモジュール、導光板、LED照明機器を製造・販売している。EpoSmiley、EpoLoveWing、ダウンライト、EpoSlim、Mini EpoSlender、パネルライト、EpoXcube、EpoSlender、EpoFloriumライトなどのLED製品を提供。同社は1997年に設立され、台湾の竹北市に本社を置いている。もっと見るEpoch Chemtronics Corp. 基礎のまとめEpoch Chemtronics の収益と売上を時価総額と比較するとどうか。3633 基礎統計学時価総額NT$4.29b収益（TTM）NT$356.53m売上高(TTM)NT$5.43b12.0xPER（株価収益率0.8xP/Sレシオ3633 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3633 損益計算書（TTM）収益NT$5.43b売上原価NT$4.69b売上総利益NT$745.19mその他の費用NT$388.66m収益NT$356.53m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）10.48グロス・マージン13.72%純利益率6.56%有利子負債／自己資本比率0%3633 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6.3%現在の配当利回り76%配当性向3633 配当は確実ですか？3633 配当履歴とベンチマークを見る3633 、いつまでに購入すれば配当金を受け取れますか？Epoch Chemtronics 配当日配当落ち日Jul 14 2026配当支払日Aug 14 2026配当落ちまでの日数3 days配当支払日までの日数34 days3633 配当は確実ですか？3633 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2026/07/10 21:20終値2026/07/09 00:00収益2025/12/31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Epoch Chemtronics Corp. 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。0
Upcoming Dividend • Jul 07Upcoming dividend of NT$8.00 per shareEligible shareholders must have bought the stock before 14 July 2026. Payment date: 14 August 2026. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 6.5%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (1.0%).
Declared Dividend • Jun 13Dividend of NT$8.00 announcedDividend of NT$8.00 is the same as last year. Ex-date: 14th July 2026 Payment date: 14th August 2026 Dividend yield will be 6.6%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 5.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • May 05New 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 9.6% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.6% average weekly change).
Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 29%After last week's 29% share price gain to NT$151, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 45x in the Semiconductor industry in Taiwan. Total returns to shareholders of 220% over the past three years.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$111, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 41x in the Semiconductor industry in Taiwan. Total returns to shareholders of 166% over the past three years.
Buy Or Sell Opportunity • Apr 10Now 20% undervaluedOver the last 90 days, the stock has risen 17% to NT$95.30. The fair value is estimated to be NT$120, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 21%.
Upcoming Dividend • Jul 07Upcoming dividend of NT$8.00 per shareEligible shareholders must have bought the stock before 14 July 2026. Payment date: 14 August 2026. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 6.5%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (1.0%).
Declared Dividend • Jun 13Dividend of NT$8.00 announcedDividend of NT$8.00 is the same as last year. Ex-date: 14th July 2026 Payment date: 14th August 2026 Dividend yield will be 6.6%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 5.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • May 05New 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 9.6% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.6% average weekly change).
Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 29%After last week's 29% share price gain to NT$151, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 45x in the Semiconductor industry in Taiwan. Total returns to shareholders of 220% over the past three years.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$111, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 41x in the Semiconductor industry in Taiwan. Total returns to shareholders of 166% over the past three years.
Buy Or Sell Opportunity • Apr 10Now 20% undervaluedOver the last 90 days, the stock has risen 17% to NT$95.30. The fair value is estimated to be NT$120, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 21%.
Buy Or Sell Opportunity • Mar 23Now 23% undervaluedOver the last 90 days, the stock has risen 15% to NT$92.20. The fair value is estimated to be NT$119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 21%.
お知らせ • Mar 20Epoch Chemtronics Corp., Annual General Meeting, Jun 11, 2026Epoch Chemtronics Corp., Annual General Meeting, Jun 11, 2026. Location: 9 floor no,35, hsin t`ai rd., jhubei city, hsinchu county Taiwan
New Risk • Mar 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. 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 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (NT$3.10b market cap, or US$98.7m).
Upcoming Dividend • Jul 08Upcoming dividend of NT$8.00 per shareEligible shareholders must have bought the stock before 15 July 2025. Payment date: 15 August 2025. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 9.1%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.2%).
Declared Dividend • Jun 23Dividend increased to NT$8.00Dividend of NT$8.00 is 45% higher than last year. Ex-date: 15th July 2025 Payment date: 15th August 2025 Dividend yield will be 9.2%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 26Full year 2024 earnings released: EPS: NT$9.89 (vs NT$7.04 in FY 2023)Full year 2024 results: EPS: NT$9.89 (up from NT$7.04 in FY 2023). Revenue: NT$5.97b (down 1.5% from FY 2023). Net income: NT$336.4m (up 41% from FY 2023). Profit margin: 5.6% (up from 4.0% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 28% per year.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$79.50, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 128% over the past three years.
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 7.0% 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). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (NT$2.69b market cap, or US$81.4m).
お知らせ • Mar 28Epoch Chemtronics Corp., Annual General Meeting, Jun 17, 2025Epoch Chemtronics Corp., Annual General Meeting, Jun 17, 2025. Location: 9 floor no,35, hsin t`ai rd., jhubei city, hsinchu county 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). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (NT$2.87b market cap, or US$87.2m).
Upcoming Dividend • Jul 04Upcoming dividend of NT$5.50 per shareEligible shareholders must have bought the stock before 11 July 2024. Payment date: 15 August 2024. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 6.8%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.1%).
Buy Or Sell Opportunity • Jul 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.5% to NT$80.30. The fair value is estimated to be NT$66.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 28%.
Buy Or Sell Opportunity • Jun 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.0% to NT$79.70. The fair value is estimated to be NT$66.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 28%.
Reported Earnings • Apr 25Full year 2023 earnings released: EPS: NT$7.04 (vs NT$6.51 in FY 2022)Full year 2023 results: EPS: NT$7.04 (up from NT$6.51 in FY 2022). Revenue: NT$6.06b (up 40% from FY 2022). Net income: NT$239.4m (up 8.1% from FY 2022). Profit margin: 4.0% (down from 5.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 03Epoch Chemtronics Corp., Annual General Meeting, Jun 20, 2024Epoch Chemtronics Corp., Annual General Meeting, Jun 20, 2024.
New Risk • Mar 01New 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: Major Risks Earnings have declined by 1.9% per year over the past 5 years. High level of non-cash earnings (31% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Dividend is not well covered by cash flows (287% cash payout ratio). Market cap is less than US$100m (NT$2.62b market cap, or US$82.7m).
New Risk • Aug 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 29% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 1.9% per year over the past 5 years. High level of non-cash earnings (29% accrual ratio). Minor Risks Dividend is not well covered by cash flows (287% cash payout ratio). Market cap is less than US$100m (NT$2.43b market cap, or US$75.9m).
New Risk • Aug 02New 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 6.2% 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 9.4% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (146% cash payout ratio). Share price has been volatile over the past 3 months (6.2% average weekly change). Market cap is less than US$100m (NT$2.69b market cap, or US$84.8m).
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$74.80, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 20x in the Semiconductor industry in Taiwan. Total returns to shareholders of 123% over the past three years.
Upcoming Dividend • Jul 06Upcoming dividend of NT$4.00 per share at 6.2% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 15 August 2023. Payout ratio is a comfortable 61% but the company is paying out more than the cash it is generating. Trailing yield: 6.2%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.2%).
Valuation Update With 7 Day Price Move • May 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$62.70, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 16x in the Semiconductor industry in Taiwan. Total returns to shareholders of 93% over the past three years.
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. 7 experienced directors. No highly experienced directors. 2 independent directors (3 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.
Upcoming Dividend • Jul 06Upcoming dividend of NT$3.00 per shareEligible shareholders must have bought the stock before 13 July 2022. Payment date: 15 August 2022. Payout ratio is on the higher end at 94% but the company is not cash flow positive. Trailing yield: 7.7%. Within top quartile of Taiwanese dividend payers (6.6%). Higher than average of industry peers (4.0%).
Reported Earnings • May 04Full year 2021 earnings released: EPS: NT$3.18 (vs NT$3.50 in FY 2020)Full year 2021 results: EPS: NT$3.18 (down from NT$3.50 in FY 2020). Revenue: NT$3.80b (up 33% from FY 2020). Net income: NT$108.2m (down 9.0% from FY 2020). Profit margin: 2.9% (down from 4.2% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
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. 7 experienced directors. No highly experienced directors. 2 independent directors (3 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.
お知らせ • Mar 29Epoch Chemtronics Corp., Annual General Meeting, Jun 16, 2022Epoch Chemtronics Corp., Annual General Meeting, Jun 16, 2022.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$45.90, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 56% over the past three years.
Upcoming Dividend • Aug 02Upcoming dividend of NT$3.00 per shareEligible shareholders must have bought the stock before 09 August 2021. Payment date: 09 September 2021. Trailing yield: 7.2%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.2%).
分析記事 • Apr 29Epoch Chemtronics (GTSM:3633) Might Be Having Difficulty Using Its Capital EffectivelyWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • Apr 29Full year 2020 earnings released: EPS NT$3.49 (vs NT$5.24 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$2.86b (down 28% from FY 2019). Net income: NT$118.9m (down 33% from FY 2019). Profit margin: 4.2% (down from 4.5% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 15A Look At The Fair Value Of Epoch Chemtronics Corp. (GTSM:3633)Today we will run through one way of estimating the intrinsic value of Epoch Chemtronics Corp. ( GTSM:3633 ) by...
Is New 90 Day High Low • Mar 04New 90-day low: NT$39.15The company is down 2.0% from its price of NT$40.05 on 04 December 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 24% over the same period.
分析記事 • Jan 21Our Take On The Returns On Capital At Epoch Chemtronics (GTSM:3633)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Is New 90 Day High Low • Jan 05New 90-day high: NT$43.85The company is up 27% from its price of NT$34.50 on 08 October 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 25% over the same period.
分析記事 • Dec 29Epoch Chemtronics Corp.'s (GTSM:3633) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?Epoch Chemtronics (GTSM:3633) has had a great run on the share market with its stock up by a significant 26% over the...
分析記事 • Dec 08Calculating The Intrinsic Value Of Epoch Chemtronics Corp. (GTSM:3633)Does the December share price for Epoch Chemtronics Corp. ( GTSM:3633 ) reflect what it's really worth? Today, we will...
Is New 90 Day High Low • Dec 08New 90-day high: NT$40.25The company is up 18% from its price of NT$34.10 on 09 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 22% over the same period.
Is New 90 Day High Low • Nov 19New 90-day high: NT$36.85The company is up 8.0% from its price of NT$34.05 on 21 August 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 20% over the same period.
