ThinTech Materials Technology（3663）株式概要ThinTech Materials Technology Co., Ltd.は、台湾内外で合金およびオプトエレクトロニクス材料の設計、製造、販売を行っている。 詳細3663 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績1/6財務の健全性4/6配当金0/6リスク分析過去5年間で収益は年間17.3%減少しました。 TW市場と比較した過去 3 か月間の株価の変動利益率(0.2%)は昨年より低い(1%) すべてのリスクチェックを見る3663 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW495,270 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 NarrativeBLINROAG495,270 investors already sharing narrativesYour Fair ValueNT$Current PriceNT$88.4032.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-150m17b2016201920222025202620282031Revenue NT$16.7bEarnings NT$25.4mAdvancedSet Fair ValueView all narrativesThinTech Materials Technology Co., Ltd. 競合他社Enli TechnologyLtdSymbol: TPEX:7728Market cap: NT$9.3bYeedex ElectronicSymbol: TPEX:7556Market cap: NT$8.0bWholetech System HitechSymbol: TPEX:3402Market cap: NT$11.3bShih Her TechnologiesSymbol: TPEX:3551Market cap: NT$12.7b価格と性能株価の高値、安値、推移の概要ThinTech Materials Technology過去の株価現在の株価NT$88.4052週高値NT$93.8052週安値NT$38.90ベータ0.481ヶ月の変化12.61%3ヶ月変化33.53%1年変化34.96%3年間の変化188.42%5年間の変化277.78%IPOからの変化28.74%最新ニュースReported Earnings • Mar 02Full year 2025 earnings released: NT$0.08 loss per share (vs NT$0.66 profit in FY 2024)Full year 2025 results: NT$0.08 loss per share (down from NT$0.66 profit in FY 2024). Revenue: NT$5.71b (up 8.5% from FY 2024). Net loss: NT$8.21m (down 112% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.お知らせ • Feb 25ThinTech Materials Technology Co., Ltd., Annual General Meeting, Jun 17, 2026ThinTech Materials Technology Co., Ltd., Annual General Meeting, Jun 17, 2026. Location: no,1, lu k`o 8th rd., lujhu district, kaohsiung city TaiwanNew Risk • Feb 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 9.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.0% average weekly change). Earnings have declined by 2.4% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin).New Risk • Dec 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.6% 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 Earnings have declined by 2.4% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin).Reported Earnings • Nov 05Third quarter 2025 earnings released: NT$0.05 loss per share (vs NT$0.03 profit in 3Q 2024)Third quarter 2025 results: NT$0.05 loss per share (down from NT$0.03 profit in 3Q 2024). Revenue: NT$1.34b (down 6.8% from 3Q 2024). Net loss: NT$5.41m (down 265% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Reported Earnings • Aug 12Second quarter 2025 earnings released: NT$0.11 loss per share (vs NT$0.17 profit in 2Q 2024)Second quarter 2025 results: NT$0.11 loss per share (down from NT$0.17 profit in 2Q 2024). Revenue: NT$1.60b (up 13% from 2Q 2024). Net loss: NT$11.6m (down 166% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.最新情報をもっと見るRecent updatesReported Earnings • Mar 02Full year 2025 earnings released: NT$0.08 loss per share (vs NT$0.66 profit in FY 2024)Full year 2025 results: NT$0.08 loss per share (down from NT$0.66 profit in FY 2024). Revenue: NT$5.71b (up 8.5% from FY 2024). Net loss: NT$8.21m (down 112% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.お知らせ • Feb 25ThinTech Materials Technology Co., Ltd., Annual General Meeting, Jun 17, 2026ThinTech Materials Technology Co., Ltd., Annual General Meeting, Jun 17, 2026. Location: no,1, lu k`o 8th rd., lujhu district, kaohsiung city TaiwanNew Risk • Feb 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 9.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.0% average weekly change). Earnings have declined by 2.4% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin).New Risk • Dec 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.6% 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 Earnings have declined by 2.4% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin).Reported Earnings • Nov 05Third quarter 2025 earnings released: NT$0.05 loss per share (vs NT$0.03 profit in 3Q 2024)Third quarter 2025 results: NT$0.05 loss per share (down from NT$0.03 profit in 3Q 2024). Revenue: NT$1.34b (down 6.8% from 3Q 2024). Net loss: NT$5.41m (down 265% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Reported Earnings • Aug 12Second quarter 2025 earnings released: NT$0.11 loss per share (vs NT$0.17 profit in 2Q 2024)Second quarter 2025 results: NT$0.11 loss per share (down from NT$0.17 profit in 2Q 2024). Revenue: NT$1.60b (up 13% from 2Q 2024). Net loss: NT$11.6m (down 166% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 31Upcoming dividend of NT$0.40 per shareEligible shareholders must have bought the stock before 07 August 2025. Payment date: 04 September 2025. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (2.1%).New Risk • May 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.0% Last year net profit margin: 1.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Shareholders have been substantially diluted in the past year (48% increase in shares outstanding). Minor Risk Profit margins are more than 30% lower than last year (1.0% net profit margin).Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$0.09 (vs NT$0.26 in 1Q 2024)First quarter 2025 results: EPS: NT$0.09 (down from NT$0.26 in 1Q 2024). Revenue: NT$1.15b (flat on 1Q 2024). Net income: NT$9.24m (down 64% from 1Q 2024). Profit margin: 0.8% (down from 2.2% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.New Risk • May 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 5.4% per year over the past 5 years. Shareholders have been substantially diluted in the past year (48% increase in shares outstanding).お知らせ • Apr 25ThinTech Materials Technology Co., Ltd. to Report Q1, 2025 Results on May 02, 2025ThinTech Materials Technology Co., Ltd. announced that they will report Q1, 2025 results on May 02, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$45.20, the stock trades at a trailing P/E ratio of 70.3x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 59% over the past three years.Reported Earnings • Mar 11Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: NT$0.66 (down from NT$0.87 in FY 2023). Revenue: NT$5.27b (down 11% from FY 2023). Net income: NT$69.3m (down 21% from FY 2023). Profit margin: 1.3% (down from 1.5% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 46%. Earnings per share (EPS) missed analyst estimates by 23%. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.お知らせ • Feb 27ThinTech Materials Technology Co., Ltd., Annual General Meeting, Jun 19, 2025ThinTech Materials Technology Co., Ltd., Annual General Meeting, Jun 19, 2025. Location: no,1, lu k`o 8th rd., lujhu district, kaohsiung city Taiwanお知らせ • Feb 19ThinTech Materials Technology Co., Ltd. to Report Q4, 2024 Results on Feb 26, 2025ThinTech Materials Technology Co., Ltd. announced that they will report Q4, 2024 results on Feb 26, 2025New Risk • Jan 16New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 47% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (47% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).Board Change • Jan 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. Director Lay-Lay Pan was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Dec 28ThinTech Materials Technology Co., Ltd. Appoints Feng, Fu-An as President, Effective December 31, 2024ThinTech Materials Technology Co., Ltd. announced the appointment of Feng, Fu-An as President, Effective December 31, 2024. Resume of the new position holder: Chairman of Changzhou China Steel Precision Material Co., Ltd. Reason for the change: Pan, Yeong-Tsuen, the Former President,will retire upon the age limit on December 31, 2024 and the Board of Directors resolved to appoint Feng, Fu-An as the new president. Date of the board of directors resolution or date of occurrence of the change: December 27, 2024.お知らせ • Dec 19+ 2 more updatesPan, Yeong-Tsuen to Retire as President of Thintech Materials Technology Co., Ltd. on December 31, 2024ThinTech Materials Technology Co., Ltd. announced that Pan, Yeong-Tsuen, president will retire upon reaching the age limit on December 31, 2024. The new President will be announced after the election by the board of directors in the near future.New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Shareholders have been diluted in the past year (47% increase in shares outstanding).Reported Earnings • Nov 02Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: NT$0.03 (down from NT$0.29 in 3Q 2023). Revenue: NT$1.43b (up 114% from 3Q 2023). Net income: NT$3.28m (down 85% from 3Q 2023). Profit margin: 0.2% (down from 3.2% in 3Q 2023). Revenue exceeded analyst estimates by 45%. Earnings per share (EPS) missed analyst estimates by 88%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.お知らせ • Oct 23ThinTech Materials Technology Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024ThinTech Materials Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Reported Earnings • Aug 08Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: NT$0.17 (up from NT$0.13 in 2Q 2023). Revenue: NT$1.42b (up 143% from 2Q 2023). Net income: NT$13.2m (up 34% from 2Q 2023). Profit margin: 0.9% (down from 1.7% in 2Q 2023). Revenue exceeded analyst estimates by 19%. Earnings per share (EPS) missed analyst estimates by 48%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.New Risk • Jul 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.6% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (1.7% net profit margin). Shareholders have been diluted in the past year (37% increase in shares outstanding).お知らせ • Jul 24ThinTech Materials Technology Co., Ltd. to Report Q2, 2024 Results on Jul 31, 2024ThinTech Materials Technology Co., Ltd. announced that they will report Q2, 2024 results on Jul 31, 2024New Risk • Jul 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 37% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Profit margins are more than 30% lower than last year (1.7% net profit margin). Shareholders have been diluted in the past year (37% increase in shares outstanding).New Risk • Jun 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 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Profit margins are more than 30% lower than last year (1.7% net profit margin).Reported Earnings • May 15First quarter 2024 earnings released: EPS: NT$0.14 (vs NT$0.11 in 1Q 2023)First quarter 2024 results: EPS: NT$0.14 (up from NT$0.11 in 1Q 2023). Revenue: NT$547.9m (flat on 1Q 2023). Net income: NT$10.6m (up 27% from 1Q 2023). Profit margin: 1.9% (up from 1.5% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.お知らせ • May 01ThinTech Materials Technology Co., Ltd. to Report Q1, 2024 Results on May 07, 2024ThinTech Materials Technology Co., Ltd. announced that they will report Q1, 2024 results on May 07, 2024Upcoming Dividend • May 01Upcoming dividend of NT$0.59 per shareEligible shareholders must have bought the stock before 08 May 2024. Payment date: 12 June 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.3%. Lower than top quartile of Taiwanese dividend payers (4.5%). Lower than average of industry peers (2.4%).New Risk • Apr 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.20b (US$98.2m) 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 Earnings have declined by 6.9% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Profit margins are more than 30% lower than last year (1.6% net profit margin). Market cap is less than US$100m (NT$3.20b market cap, or US$98.2m).お知らせ • Apr 11Thintech Materials Technology Co., Ltd. Announces Cash Dividend, Payable on June 12, 2024ThinTech Materials Technology Co., Ltd. announced cash dividends of TWD 0.6 per share. Ex-rights (Ex-dividend) date is May 8, 2024. Ex-rights (Ex-dividend) record date is May 14, 2024. Payment date of cash dividend distribution is June 12, 2024. Date of the resolution by the board of directors or shareholders meeting, or of the decision by the company is April 10, 2024.New Risk • Mar 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 5.7% 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: Major Risk Earnings have declined by 6.9% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Profit margins are more than 30% lower than last year (1.6% net profit margin).Reported Earnings • Mar 03Full year 2023 earnings released: EPS: NT$0.54 (vs NT$1.12 in FY 2022)Full year 2023 results: EPS: NT$0.54 (down from NT$1.12 in FY 2022). Revenue: NT$2.41b (down 4.8% from FY 2022). Net income: NT$39.6m (down 52% from FY 2022). Profit margin: 1.6% (down from 3.2% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$44.05, the stock trades at a trailing P/E ratio of 66.3x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 118% over the past three years.お知らせ • Jan 17ThinTech Materials Technology Co., Ltd., Annual General Meeting, Apr 10, 2024ThinTech Materials Technology Co., Ltd., Annual General Meeting, Apr 10, 2024. Location: No.1, Luke 8th Rd., Lujhu District Kaohsiung City Taiwan Agenda: To consider Report on the operations of 2023; to consider report on compensation for employees and remuneration for directors of 2023; to consider report on audit committee's review report of 2023; to consider status report of loaning of funds and endorsement/guarantee of 2023; to consider report on the issue of the Third Domestic Secured Convertible Corporate Bond; to approve 2023 operation report and financial statements; and to approve the proposal for distribution of 2023 profits.Reported Earnings • Nov 05Third quarter 2023 earnings released: EPS: NT$0.29 (vs NT$0.15 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.29 (up from NT$0.15 in 3Q 2022). Revenue: NT$669.7m (up 23% from 3Q 2022). Net income: NT$21.5m (up 89% from 3Q 2022). Profit margin: 3.2% (up from 2.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 04Thintech Materials Technology Co., Ltd. Appoints Lee,Chao-Hsiang as ChairmanThinTech Materials Technology Co., Ltd. announced the election of LEE,CHAO-HSIANG as the new chairman. Resume of the new position holder: PRESIDENT OF DRAGON STEEL CORPORATION. Date of the board of directors resolution or date of occurrence of the change: November 02, 2023. Effective date of the new appointment: November 02, 2023.お知らせ • Nov 01+ 1 more updateThinTech Materials Technology Co., Ltd. Announces Change of Representative of Legal Person DirectorThinTech Materials Technology Co., Ltd. announced change of representative of legal person director. Date of occurrence of the change: 2023/10/31, Name of legal person: GAINS INVESTMENT CORPORATION, Name of the previous position holder:HUANG,CHUNG-CHIA, Resume of the previous position holder: CHAIRMAN OF THINTECH MATERIALS TECHNOLOGY CO.,LTD. Name of the new position holder: LEE, CHAO-HSIANG, Resume of the new position holder: PRESIDENT OF DRAGON STEEL CORPORATION. Reason for the change: Reassignment of representative of legal person director Original term: 2023/06/16~2026/06/15. Effective date of the new appointment:2023/11/01.Upcoming Dividend • Aug 16Upcoming dividend of NT$1.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 23 August 2023. Payment date: 08 September 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (5.7%). Lower than average of industry peers (3.4%).New Risk • Aug 11New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 189% The company is paying a dividend despite having no free cash flows. Dividend yield: 2.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 189% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.6% 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$2.51b market cap, or US$78.7m).Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$0.13 (vs NT$0.44 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.13 (down from NT$0.44 in 2Q 2022). Revenue: NT$582.9m (down 28% from 2Q 2022). Net income: NT$9.81m (down 70% from 2Q 2022). Profit margin: 1.7% (down from 4.0% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.お知らせ • Aug 09Thintech Materials Technology Co., Ltd. Announces Dividend Rate AdjustmentThinTech Materials Technology Co., Ltd. announced dividend rate adjustment. Type and monetary amount of original dividend distribution: Cash dividend of TWD 73,498,057 has been announced, with a distribution of TWD 1 per share. Type and monetary amount of dividend distribution after the change: Cash dividend of TWD 73,498,057 has been announced, with a distribution of TWD 0.99995597 per share. The issuance of the 3rd domestic secured convertible bonds by the company has resulted in bondholders exercising their right to convert into common shares. As a result, the total number of outstanding shares has changed to 73,501,293 shares. According to the company's regular meeting of shareholders on June 16, 2023 resolution to chairman has authorized to adjusted the dividend rate.Valuation Update With 7 Day Price Move • Aug 09Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$35.30, the stock trades at a trailing P/E ratio of 42.2x. Average forward P/E is 20x in the Semiconductor industry in Taiwan. Total returns to shareholders of 99% over the past three years.お知らせ • Aug 03+ 1 more updateThinTech Materials Technology Co., Ltd. Appoints Members of Remuneration CommitteeThinTech Materials Technology Co., Ltd. announced the appointment of the fifth term members of remuneration committee. Name of the new position holder: Liang, Su-Mei, Tsai, Mi-Ching and Fang, Cheng-Hwa. Resume of the new position holder: independent director,Liang, Su-Mei,Accountant, Integrity Cpas Co.; Independent director,Tsai, Mi-Ching,Chair professor, National Cheng Kung University; Independent Director,Fang, Cheng-Hwa,Senior Consultant,Cowealth medical holding co., ltd. Taiwan branch(Cayman). Effective date of the new member is August 2, 2023. The term of the committee is from August 2, 2023 to June 15, 2026, the same as the term of the Board of Directors.Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$31.85, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 17x in the Semiconductor industry in Taiwan. Total returns to shareholders of 90% over the past three years.お知らせ • May 06ThinTech Materials Technology Co., Ltd. agreed to acquire 35% stake in Changzhou China Steel Precision Materials Corporation from China Steel Asia Pacific Holdings Pte. Ltd for $23.2 million.ThinTech Materials Technology Co., Ltd. agreed to acquire 35% stake in Changzhou China Steel Precision Materials Corporation from China Steel Asia Pacific Holdings Pte. Ltd for $23.2 million on May 5, 2023. This transaction will take effect only after obtaining the approval of competent authority.Reported Earnings • Feb 26Full year 2022 earnings released: EPS: NT$1.12 (vs NT$0.96 in FY 2021)Full year 2022 results: EPS: NT$1.12 (up from NT$0.96 in FY 2021). Revenue: NT$2.53b (down 16% from FY 2021). Net income: NT$82.0m (up 17% from FY 2021). Profit margin: 3.2% (up from 2.3% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Lay-Lay Pan was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Aug 15Upcoming dividend of NT$0.90 per shareEligible shareholders must have bought the stock before 22 August 2022. Payment date: 06 September 2022. Payout ratio is on the higher end at 77% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Taiwanese dividend payers (6.5%). Lower than average of industry peers (3.5%).Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$27.35, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 12x in the Semiconductor industry in Taiwan. Total returns to shareholders of 68% over the past three years.Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$33.00, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 104% over the past three years.Reported Earnings • May 16First quarter 2022 earnings released: EPS: NT$0.39 (vs NT$0.18 in 1Q 2021)First quarter 2022 results: EPS: NT$0.39 (up from NT$0.18 in 1Q 2021). Revenue: NT$662.8m (down 13% from 1Q 2021). Net income: NT$28.8m (up 120% from 1Q 2021). Profit margin: 4.3% (up from 1.7% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Lay-Lay Pan was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 15Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: NT$0.96 (up from NT$0.64 in FY 2020). Revenue: NT$3.00b (up 25% from FY 2020). Net income: NT$70.3m (up 49% from FY 2020). Profit margin: 2.3% (up from 2.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.お知らせ • Feb 19ThinTech Materials Technology Co., Ltd. Proposes Cash Dividends for the Year 2021ThinTech Materials Technology Co., Ltd. proposed cash dividends of TWD 0.9 per share for the year 2021. The total amount of cash dividends to shareholders of TWD 66,148,251.Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS NT$0.22 (vs NT$0.17 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$792.5m (up 18% from 3Q 2020). Net income: NT$16.5m (up 30% from 3Q 2020). Profit margin: 2.1% (up from 1.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Lay-Lay Pan was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Executive Departure • Oct 01Director Ja-Cheng Hsu has left the companyOn the 30th of September, Ja-Cheng Hsu's tenure as Director ended after 1.3 years in the role. We don't have any record of a personal shareholding under Ja-Cheng's name. A total of 2 executives have left over the last 12 months.Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$49.90, the stock trades at a trailing P/E ratio of 66.1x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 179% over the past three years.Upcoming Dividend • Sep 02Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 09 September 2021. Payment date: 27 September 2021. Trailing yield: 1.8%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (2.1%).Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$42.85, the stock trades at a trailing P/E ratio of 56.7x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 117% over the past three years.Valuation Update With 7 Day Price Move • Aug 13Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to NT$41.55, the stock trades at a trailing P/E ratio of 55x. Average trailing P/E is 24x in the Semiconductor industry in Taiwan. Total returns to shareholders of 148% over the past three years.Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS NT$0.21 (vs NT$0.13 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: NT$758.9m (up 64% from 2Q 2020). Net income: NT$15.5m (up 58% from 2Q 2020). Profit margin: 2.0% (down from 2.1% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 27% share price gain to NT$31.60, the stock trades at a trailing P/E ratio of 46.6x. Average trailing P/E is 27x in the Semiconductor industry in Taiwan. Total returns to shareholders of 86% over the past three years.Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$20.65, the stock trades at a trailing P/E ratio of 30.4x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 10.0% over the past three years.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$26.90, the stock trades at a trailing P/E ratio of 41.8x. Average trailing P/E is 28x in the Semiconductor industry in Taiwan. Total returns to shareholders of 42% over the past three years.分析記事 • Apr 18The Return Trends At ThinTech Materials Technology (GTSM:3663) Look PromisingThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...分析記事 • Mar 30Could ThinTech Materials Technology Co., Ltd. (GTSM:3663) Have The Makings Of Another Dividend Aristocrat?Today we'll take a closer look at ThinTech Materials Technology Co., Ltd. ( GTSM:3663 ) from a dividend investor's...分析記事 • Mar 09Did ThinTech Materials Technology's (GTSM:3663) Share Price Deserve to Gain 32%?The main point of investing for the long term is to make money. Better yet, you'd like to see the share price move up...Executive Departure • Mar 03VP and Financial Officer & Accounting Officer has left the companyOn the 1st of March, Chang-Ming Lin's tenure as VP and Financial Officer & Accounting Officer ended after less than a year in the role. We don't have any record of a personal shareholding under Chang-Ming's name. A total of 2 executives have left over the last 12 months.Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$21.85, the stock is trading at a trailing P/E ratio of 44.2x, up from the previous P/E ratio of 37.1x. This compares to an average P/E of 29x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 22%.お知らせ • Feb 20Thintech Materials Technology Co., Ltd. Announces Executive ChangesThinTech Materials Technology Co., Ltd. announced resignation of Lin Chang-Ming,vice president and financial officer, accounting officer, Effective April 1, 2021 and replacement with Chang,Chia-Wen accounting manager of the company, Effective date is March 1, 2021.分析記事 • Feb 19Is ThinTech Materials Technology (GTSM:3663) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Feb 04ThinTech Materials Technology Co., Ltd.'s (GTSM:3663) Stock Has Shown Weakness Lately But Financial Prospects Look Decent: Is The Market Wrong?ThinTech Materials Technology (GTSM:3663) has had a rough month with its share price down 16%. But if you pay close...Is New 90 Day High Low • Feb 04New 90-day low: NT$18.15The company is down 2.0% from its price of NT$18.60 on 06 November 2020. The Taiwanese market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 38% over the same period.分析記事 • Jan 17What Can The Trends At ThinTech Materials Technology (GTSM:3663) Tell Us About Their Returns?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...分析記事 • Jan 02We're Not So Sure You Should Rely on ThinTech Materials Technology's (GTSM:3663) Statutory EarningsStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...分析記事 • Dec 18How Does ThinTech Materials Technology Co., Ltd. (GTSM:3663) Fare As A Dividend Stock?Today we'll take a closer look at ThinTech Materials Technology Co., Ltd. ( GTSM:3663 ) from a dividend investor's...Is New 90 Day High Low • Dec 17New 90-day high: NT$21.40The company is up 12% from its price of NT$19.10 on 18 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 17% over the same period.分析記事 • Dec 03ThinTech Materials Technology (GTSM:3663) Shareholders Have Enjoyed A 25% Share Price GainIf you buy and hold a stock for many years, you'd hope to be making a profit. Furthermore, you'd generally like to see...Is New 90 Day High Low • Dec 02New 90-day high: NT$19.55The company is up 5.0% from its price of NT$18.60 on 03 September 2020. The Taiwanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 16% over the same period.分析記事 • Nov 18ThinTech Materials Technology (GTSM:3663) Has A Rock Solid Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Nov 08Third quarter 2020 earnings released: EPS NT$0.17The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$669.4m (up 22% from 3Q 2019). Net income: NT$12.8m (down 34% from 3Q 2019). Profit margin: 1.9% (down from 3.5% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Sep 25New 90-day low: NT$18.15The company is down 5.0% from its price of NT$19.15 on 24 June 2020. The Taiwanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 26% over the same period.お知らせ • Jul 31ThinTech Materials Technology Co., Ltd. Announces Resignation of Tung, Huan Chien as President Effective July 29, 2020ThinTech Materials Technology Co., Ltd. announced resignation of Tung, Huan Chien as President effective July 29, 2020.株主還元3663TW SemiconductorTW 市場7D22.1%4.9%5.1%1Y35.0%146.2%106.1%株主還元を見る業界別リターン: 3663過去 1 年間で146.2 % 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: 3663は、過去 1 年間で106.1 % のリターンを上げたTW市場を下回りました。価格変動Is 3663's price volatile compared to industry and market?3663 volatility3663 Average Weekly Movement10.8%Semiconductor Industry Average Movement9.8%Market Average Movement6.4%10% most volatile stocks in TW Market12.1%10% least volatile stocks in TW Market2.6%安定した株価: 3663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: 3663の weekly volatility ( 11% ) 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1989n/aChang-sheng Yehwww.e-ttmc.com.twThinTech Materials Technology Co., Ltd.は、台湾および海外で合金およびオプトエレクトロニクス材料の設計、製造、販売を行っている。フラットパネルディスプレイ平面、光データストレージ、装飾・機能コーティング、受動部品、光学素子、半導電性、フラットパネルディスプレイ回転用スパッタリングターゲット、コイルワイヤー酸洗用ニッケル合金Cフック、太陽電池用薄膜ターゲットを提供。また、スパッタリングターゲット接合サービス、金属精錬・販売サービス、分析サービス、3Dプリンティング用金属粉末、耐酸・耐アルカリ合金、調理・食器用チタンなども提供している。さらに、チタン鍋、ボウルセット、カップ、箸、弁当箱、スプーン、フォークなどの汎用製品も提供している。同社は1989年に設立され、台湾の高雄に本社を置いている。もっと見るThinTech Materials Technology Co., Ltd. 基礎のまとめThinTech Materials Technology の収益と売上を時価総額と比較するとどうか。3663 基礎統計学時価総額NT$9.59b収益（TTM）NT$10.68m売上高(TTM)NT$7.01b898.3xPER（株価収益率1.4xP/Sレシオ3663 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3663 損益計算書（TTM）収益NT$7.01b売上原価NT$6.74b売上総利益NT$275.91mその他の費用NT$265.23m収益NT$10.68m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.098グロス・マージン3.93%純利益率0.15%有利子負債／自己資本比率21.3%3663 の長期的なパフォーマンスは？過去の実績と比較を見る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2026/07/05 10:12終値2026/07/03 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ThinTech Materials Technology Co., Ltd. 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。1 アナリスト機関Licheng ZhuangCapital Securities Corporation
Reported Earnings • Mar 02Full year 2025 earnings released: NT$0.08 loss per share (vs NT$0.66 profit in FY 2024)Full year 2025 results: NT$0.08 loss per share (down from NT$0.66 profit in FY 2024). Revenue: NT$5.71b (up 8.5% from FY 2024). Net loss: NT$8.21m (down 112% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
お知らせ • Feb 25ThinTech Materials Technology Co., Ltd., Annual General Meeting, Jun 17, 2026ThinTech Materials Technology Co., Ltd., Annual General Meeting, Jun 17, 2026. Location: no,1, lu k`o 8th rd., lujhu district, kaohsiung city Taiwan
New Risk • Feb 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 9.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.0% average weekly change). Earnings have declined by 2.4% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin).
New Risk • Dec 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.6% 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 Earnings have declined by 2.4% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin).
Reported Earnings • Nov 05Third quarter 2025 earnings released: NT$0.05 loss per share (vs NT$0.03 profit in 3Q 2024)Third quarter 2025 results: NT$0.05 loss per share (down from NT$0.03 profit in 3Q 2024). Revenue: NT$1.34b (down 6.8% from 3Q 2024). Net loss: NT$5.41m (down 265% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 12Second quarter 2025 earnings released: NT$0.11 loss per share (vs NT$0.17 profit in 2Q 2024)Second quarter 2025 results: NT$0.11 loss per share (down from NT$0.17 profit in 2Q 2024). Revenue: NT$1.60b (up 13% from 2Q 2024). Net loss: NT$11.6m (down 166% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 02Full year 2025 earnings released: NT$0.08 loss per share (vs NT$0.66 profit in FY 2024)Full year 2025 results: NT$0.08 loss per share (down from NT$0.66 profit in FY 2024). Revenue: NT$5.71b (up 8.5% from FY 2024). Net loss: NT$8.21m (down 112% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
お知らせ • Feb 25ThinTech Materials Technology Co., Ltd., Annual General Meeting, Jun 17, 2026ThinTech Materials Technology Co., Ltd., Annual General Meeting, Jun 17, 2026. Location: no,1, lu k`o 8th rd., lujhu district, kaohsiung city Taiwan
New Risk • Feb 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 9.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.0% average weekly change). Earnings have declined by 2.4% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin).
New Risk • Dec 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.6% 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 Earnings have declined by 2.4% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin).
Reported Earnings • Nov 05Third quarter 2025 earnings released: NT$0.05 loss per share (vs NT$0.03 profit in 3Q 2024)Third quarter 2025 results: NT$0.05 loss per share (down from NT$0.03 profit in 3Q 2024). Revenue: NT$1.34b (down 6.8% from 3Q 2024). Net loss: NT$5.41m (down 265% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 12Second quarter 2025 earnings released: NT$0.11 loss per share (vs NT$0.17 profit in 2Q 2024)Second quarter 2025 results: NT$0.11 loss per share (down from NT$0.17 profit in 2Q 2024). Revenue: NT$1.60b (up 13% from 2Q 2024). Net loss: NT$11.6m (down 166% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 31Upcoming dividend of NT$0.40 per shareEligible shareholders must have bought the stock before 07 August 2025. Payment date: 04 September 2025. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (2.1%).
New Risk • May 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.0% Last year net profit margin: 1.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Shareholders have been substantially diluted in the past year (48% increase in shares outstanding). Minor Risk Profit margins are more than 30% lower than last year (1.0% net profit margin).
Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$0.09 (vs NT$0.26 in 1Q 2024)First quarter 2025 results: EPS: NT$0.09 (down from NT$0.26 in 1Q 2024). Revenue: NT$1.15b (flat on 1Q 2024). Net income: NT$9.24m (down 64% from 1Q 2024). Profit margin: 0.8% (down from 2.2% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
New Risk • May 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 5.4% per year over the past 5 years. Shareholders have been substantially diluted in the past year (48% increase in shares outstanding).
お知らせ • Apr 25ThinTech Materials Technology Co., Ltd. to Report Q1, 2025 Results on May 02, 2025ThinTech Materials Technology Co., Ltd. announced that they will report Q1, 2025 results on May 02, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$45.20, the stock trades at a trailing P/E ratio of 70.3x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 59% over the past three years.
Reported Earnings • Mar 11Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: NT$0.66 (down from NT$0.87 in FY 2023). Revenue: NT$5.27b (down 11% from FY 2023). Net income: NT$69.3m (down 21% from FY 2023). Profit margin: 1.3% (down from 1.5% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 46%. Earnings per share (EPS) missed analyst estimates by 23%. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
お知らせ • Feb 27ThinTech Materials Technology Co., Ltd., Annual General Meeting, Jun 19, 2025ThinTech Materials Technology Co., Ltd., Annual General Meeting, Jun 19, 2025. Location: no,1, lu k`o 8th rd., lujhu district, kaohsiung city Taiwan
お知らせ • Feb 19ThinTech Materials Technology Co., Ltd. to Report Q4, 2024 Results on Feb 26, 2025ThinTech Materials Technology Co., Ltd. announced that they will report Q4, 2024 results on Feb 26, 2025
New Risk • Jan 16New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 47% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (47% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).
Board Change • Jan 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. Director Lay-Lay Pan was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Dec 28ThinTech Materials Technology Co., Ltd. Appoints Feng, Fu-An as President, Effective December 31, 2024ThinTech Materials Technology Co., Ltd. announced the appointment of Feng, Fu-An as President, Effective December 31, 2024. Resume of the new position holder: Chairman of Changzhou China Steel Precision Material Co., Ltd. Reason for the change: Pan, Yeong-Tsuen, the Former President,will retire upon the age limit on December 31, 2024 and the Board of Directors resolved to appoint Feng, Fu-An as the new president. Date of the board of directors resolution or date of occurrence of the change: December 27, 2024.
お知らせ • Dec 19+ 2 more updatesPan, Yeong-Tsuen to Retire as President of Thintech Materials Technology Co., Ltd. on December 31, 2024ThinTech Materials Technology Co., Ltd. announced that Pan, Yeong-Tsuen, president will retire upon reaching the age limit on December 31, 2024. The new President will be announced after the election by the board of directors in the near future.
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Shareholders have been diluted in the past year (47% increase in shares outstanding).
Reported Earnings • Nov 02Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: NT$0.03 (down from NT$0.29 in 3Q 2023). Revenue: NT$1.43b (up 114% from 3Q 2023). Net income: NT$3.28m (down 85% from 3Q 2023). Profit margin: 0.2% (down from 3.2% in 3Q 2023). Revenue exceeded analyst estimates by 45%. Earnings per share (EPS) missed analyst estimates by 88%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.
お知らせ • Oct 23ThinTech Materials Technology Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024ThinTech Materials Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Reported Earnings • Aug 08Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: NT$0.17 (up from NT$0.13 in 2Q 2023). Revenue: NT$1.42b (up 143% from 2Q 2023). Net income: NT$13.2m (up 34% from 2Q 2023). Profit margin: 0.9% (down from 1.7% in 2Q 2023). Revenue exceeded analyst estimates by 19%. Earnings per share (EPS) missed analyst estimates by 48%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
New Risk • Jul 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.6% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (1.7% net profit margin). Shareholders have been diluted in the past year (37% increase in shares outstanding).
お知らせ • Jul 24ThinTech Materials Technology Co., Ltd. to Report Q2, 2024 Results on Jul 31, 2024ThinTech Materials Technology Co., Ltd. announced that they will report Q2, 2024 results on Jul 31, 2024
New Risk • Jul 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 37% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Profit margins are more than 30% lower than last year (1.7% net profit margin). Shareholders have been diluted in the past year (37% increase in shares outstanding).
New Risk • Jun 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 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Profit margins are more than 30% lower than last year (1.7% net profit margin).
Reported Earnings • May 15First quarter 2024 earnings released: EPS: NT$0.14 (vs NT$0.11 in 1Q 2023)First quarter 2024 results: EPS: NT$0.14 (up from NT$0.11 in 1Q 2023). Revenue: NT$547.9m (flat on 1Q 2023). Net income: NT$10.6m (up 27% from 1Q 2023). Profit margin: 1.9% (up from 1.5% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
お知らせ • May 01ThinTech Materials Technology Co., Ltd. to Report Q1, 2024 Results on May 07, 2024ThinTech Materials Technology Co., Ltd. announced that they will report Q1, 2024 results on May 07, 2024
Upcoming Dividend • May 01Upcoming dividend of NT$0.59 per shareEligible shareholders must have bought the stock before 08 May 2024. Payment date: 12 June 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.3%. Lower than top quartile of Taiwanese dividend payers (4.5%). Lower than average of industry peers (2.4%).
New Risk • Apr 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.20b (US$98.2m) 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 Earnings have declined by 6.9% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Profit margins are more than 30% lower than last year (1.6% net profit margin). Market cap is less than US$100m (NT$3.20b market cap, or US$98.2m).
お知らせ • Apr 11Thintech Materials Technology Co., Ltd. Announces Cash Dividend, Payable on June 12, 2024ThinTech Materials Technology Co., Ltd. announced cash dividends of TWD 0.6 per share. Ex-rights (Ex-dividend) date is May 8, 2024. Ex-rights (Ex-dividend) record date is May 14, 2024. Payment date of cash dividend distribution is June 12, 2024. Date of the resolution by the board of directors or shareholders meeting, or of the decision by the company is April 10, 2024.
New Risk • Mar 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 5.7% 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: Major Risk Earnings have declined by 6.9% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Profit margins are more than 30% lower than last year (1.6% net profit margin).
Reported Earnings • Mar 03Full year 2023 earnings released: EPS: NT$0.54 (vs NT$1.12 in FY 2022)Full year 2023 results: EPS: NT$0.54 (down from NT$1.12 in FY 2022). Revenue: NT$2.41b (down 4.8% from FY 2022). Net income: NT$39.6m (down 52% from FY 2022). Profit margin: 1.6% (down from 3.2% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$44.05, the stock trades at a trailing P/E ratio of 66.3x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 118% over the past three years.
お知らせ • Jan 17ThinTech Materials Technology Co., Ltd., Annual General Meeting, Apr 10, 2024ThinTech Materials Technology Co., Ltd., Annual General Meeting, Apr 10, 2024. Location: No.1, Luke 8th Rd., Lujhu District Kaohsiung City Taiwan Agenda: To consider Report on the operations of 2023; to consider report on compensation for employees and remuneration for directors of 2023; to consider report on audit committee's review report of 2023; to consider status report of loaning of funds and endorsement/guarantee of 2023; to consider report on the issue of the Third Domestic Secured Convertible Corporate Bond; to approve 2023 operation report and financial statements; and to approve the proposal for distribution of 2023 profits.
Reported Earnings • Nov 05Third quarter 2023 earnings released: EPS: NT$0.29 (vs NT$0.15 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.29 (up from NT$0.15 in 3Q 2022). Revenue: NT$669.7m (up 23% from 3Q 2022). Net income: NT$21.5m (up 89% from 3Q 2022). Profit margin: 3.2% (up from 2.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 04Thintech Materials Technology Co., Ltd. Appoints Lee,Chao-Hsiang as ChairmanThinTech Materials Technology Co., Ltd. announced the election of LEE,CHAO-HSIANG as the new chairman. Resume of the new position holder: PRESIDENT OF DRAGON STEEL CORPORATION. Date of the board of directors resolution or date of occurrence of the change: November 02, 2023. Effective date of the new appointment: November 02, 2023.
お知らせ • Nov 01+ 1 more updateThinTech Materials Technology Co., Ltd. Announces Change of Representative of Legal Person DirectorThinTech Materials Technology Co., Ltd. announced change of representative of legal person director. Date of occurrence of the change: 2023/10/31, Name of legal person: GAINS INVESTMENT CORPORATION, Name of the previous position holder:HUANG,CHUNG-CHIA, Resume of the previous position holder: CHAIRMAN OF THINTECH MATERIALS TECHNOLOGY CO.,LTD. Name of the new position holder: LEE, CHAO-HSIANG, Resume of the new position holder: PRESIDENT OF DRAGON STEEL CORPORATION. Reason for the change: Reassignment of representative of legal person director Original term: 2023/06/16~2026/06/15. Effective date of the new appointment:2023/11/01.
Upcoming Dividend • Aug 16Upcoming dividend of NT$1.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 23 August 2023. Payment date: 08 September 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (5.7%). Lower than average of industry peers (3.4%).
New Risk • Aug 11New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 189% The company is paying a dividend despite having no free cash flows. Dividend yield: 2.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 189% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.6% 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$2.51b market cap, or US$78.7m).
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$0.13 (vs NT$0.44 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.13 (down from NT$0.44 in 2Q 2022). Revenue: NT$582.9m (down 28% from 2Q 2022). Net income: NT$9.81m (down 70% from 2Q 2022). Profit margin: 1.7% (down from 4.0% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.
お知らせ • Aug 09Thintech Materials Technology Co., Ltd. Announces Dividend Rate AdjustmentThinTech Materials Technology Co., Ltd. announced dividend rate adjustment. Type and monetary amount of original dividend distribution: Cash dividend of TWD 73,498,057 has been announced, with a distribution of TWD 1 per share. Type and monetary amount of dividend distribution after the change: Cash dividend of TWD 73,498,057 has been announced, with a distribution of TWD 0.99995597 per share. The issuance of the 3rd domestic secured convertible bonds by the company has resulted in bondholders exercising their right to convert into common shares. As a result, the total number of outstanding shares has changed to 73,501,293 shares. According to the company's regular meeting of shareholders on June 16, 2023 resolution to chairman has authorized to adjusted the dividend rate.
Valuation Update With 7 Day Price Move • Aug 09Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$35.30, the stock trades at a trailing P/E ratio of 42.2x. Average forward P/E is 20x in the Semiconductor industry in Taiwan. Total returns to shareholders of 99% over the past three years.
お知らせ • Aug 03+ 1 more updateThinTech Materials Technology Co., Ltd. Appoints Members of Remuneration CommitteeThinTech Materials Technology Co., Ltd. announced the appointment of the fifth term members of remuneration committee. Name of the new position holder: Liang, Su-Mei, Tsai, Mi-Ching and Fang, Cheng-Hwa. Resume of the new position holder: independent director,Liang, Su-Mei,Accountant, Integrity Cpas Co.; Independent director,Tsai, Mi-Ching,Chair professor, National Cheng Kung University; Independent Director,Fang, Cheng-Hwa,Senior Consultant,Cowealth medical holding co., ltd. Taiwan branch(Cayman). Effective date of the new member is August 2, 2023. The term of the committee is from August 2, 2023 to June 15, 2026, the same as the term of the Board of Directors.
Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$31.85, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 17x in the Semiconductor industry in Taiwan. Total returns to shareholders of 90% over the past three years.
お知らせ • May 06ThinTech Materials Technology Co., Ltd. agreed to acquire 35% stake in Changzhou China Steel Precision Materials Corporation from China Steel Asia Pacific Holdings Pte. Ltd for $23.2 million.ThinTech Materials Technology Co., Ltd. agreed to acquire 35% stake in Changzhou China Steel Precision Materials Corporation from China Steel Asia Pacific Holdings Pte. Ltd for $23.2 million on May 5, 2023. This transaction will take effect only after obtaining the approval of competent authority.
Reported Earnings • Feb 26Full year 2022 earnings released: EPS: NT$1.12 (vs NT$0.96 in FY 2021)Full year 2022 results: EPS: NT$1.12 (up from NT$0.96 in FY 2021). Revenue: NT$2.53b (down 16% from FY 2021). Net income: NT$82.0m (up 17% from FY 2021). Profit margin: 3.2% (up from 2.3% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Lay-Lay Pan was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Aug 15Upcoming dividend of NT$0.90 per shareEligible shareholders must have bought the stock before 22 August 2022. Payment date: 06 September 2022. Payout ratio is on the higher end at 77% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Taiwanese dividend payers (6.5%). Lower than average of industry peers (3.5%).
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$27.35, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 12x in the Semiconductor industry in Taiwan. Total returns to shareholders of 68% over the past three years.
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$33.00, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 104% over the past three years.
Reported Earnings • May 16First quarter 2022 earnings released: EPS: NT$0.39 (vs NT$0.18 in 1Q 2021)First quarter 2022 results: EPS: NT$0.39 (up from NT$0.18 in 1Q 2021). Revenue: NT$662.8m (down 13% from 1Q 2021). Net income: NT$28.8m (up 120% from 1Q 2021). Profit margin: 4.3% (up from 1.7% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Lay-Lay Pan was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 15Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: NT$0.96 (up from NT$0.64 in FY 2020). Revenue: NT$3.00b (up 25% from FY 2020). Net income: NT$70.3m (up 49% from FY 2020). Profit margin: 2.3% (up from 2.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
お知らせ • Feb 19ThinTech Materials Technology Co., Ltd. Proposes Cash Dividends for the Year 2021ThinTech Materials Technology Co., Ltd. proposed cash dividends of TWD 0.9 per share for the year 2021. The total amount of cash dividends to shareholders of TWD 66,148,251.
Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS NT$0.22 (vs NT$0.17 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$792.5m (up 18% from 3Q 2020). Net income: NT$16.5m (up 30% from 3Q 2020). Profit margin: 2.1% (up from 1.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.
Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Lay-Lay Pan was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Executive Departure • Oct 01Director Ja-Cheng Hsu has left the companyOn the 30th of September, Ja-Cheng Hsu's tenure as Director ended after 1.3 years in the role. We don't have any record of a personal shareholding under Ja-Cheng's name. A total of 2 executives have left over the last 12 months.
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$49.90, the stock trades at a trailing P/E ratio of 66.1x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 179% over the past three years.
Upcoming Dividend • Sep 02Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 09 September 2021. Payment date: 27 September 2021. Trailing yield: 1.8%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (2.1%).
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$42.85, the stock trades at a trailing P/E ratio of 56.7x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 117% over the past three years.
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to NT$41.55, the stock trades at a trailing P/E ratio of 55x. Average trailing P/E is 24x in the Semiconductor industry in Taiwan. Total returns to shareholders of 148% over the past three years.
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS NT$0.21 (vs NT$0.13 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: NT$758.9m (up 64% from 2Q 2020). Net income: NT$15.5m (up 58% from 2Q 2020). Profit margin: 2.0% (down from 2.1% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 27% share price gain to NT$31.60, the stock trades at a trailing P/E ratio of 46.6x. Average trailing P/E is 27x in the Semiconductor industry in Taiwan. Total returns to shareholders of 86% over the past three years.
Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$20.65, the stock trades at a trailing P/E ratio of 30.4x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 10.0% over the past three years.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$26.90, the stock trades at a trailing P/E ratio of 41.8x. Average trailing P/E is 28x in the Semiconductor industry in Taiwan. Total returns to shareholders of 42% over the past three years.
分析記事 • Apr 18The Return Trends At ThinTech Materials Technology (GTSM:3663) Look PromisingThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
分析記事 • Mar 30Could ThinTech Materials Technology Co., Ltd. (GTSM:3663) Have The Makings Of Another Dividend Aristocrat?Today we'll take a closer look at ThinTech Materials Technology Co., Ltd. ( GTSM:3663 ) from a dividend investor's...
分析記事 • Mar 09Did ThinTech Materials Technology's (GTSM:3663) Share Price Deserve to Gain 32%?The main point of investing for the long term is to make money. Better yet, you'd like to see the share price move up...
Executive Departure • Mar 03VP and Financial Officer & Accounting Officer has left the companyOn the 1st of March, Chang-Ming Lin's tenure as VP and Financial Officer & Accounting Officer ended after less than a year in the role. We don't have any record of a personal shareholding under Chang-Ming's name. A total of 2 executives have left over the last 12 months.
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$21.85, the stock is trading at a trailing P/E ratio of 44.2x, up from the previous P/E ratio of 37.1x. This compares to an average P/E of 29x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 22%.
お知らせ • Feb 20Thintech Materials Technology Co., Ltd. Announces Executive ChangesThinTech Materials Technology Co., Ltd. announced resignation of Lin Chang-Ming,vice president and financial officer, accounting officer, Effective April 1, 2021 and replacement with Chang,Chia-Wen accounting manager of the company, Effective date is March 1, 2021.
分析記事 • Feb 19Is ThinTech Materials Technology (GTSM:3663) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Feb 04ThinTech Materials Technology Co., Ltd.'s (GTSM:3663) Stock Has Shown Weakness Lately But Financial Prospects Look Decent: Is The Market Wrong?ThinTech Materials Technology (GTSM:3663) has had a rough month with its share price down 16%. But if you pay close...
Is New 90 Day High Low • Feb 04New 90-day low: NT$18.15The company is down 2.0% from its price of NT$18.60 on 06 November 2020. The Taiwanese market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 38% over the same period.
分析記事 • Jan 17What Can The Trends At ThinTech Materials Technology (GTSM:3663) Tell Us About Their Returns?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
分析記事 • Jan 02We're Not So Sure You Should Rely on ThinTech Materials Technology's (GTSM:3663) Statutory EarningsStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...
分析記事 • Dec 18How Does ThinTech Materials Technology Co., Ltd. (GTSM:3663) Fare As A Dividend Stock?Today we'll take a closer look at ThinTech Materials Technology Co., Ltd. ( GTSM:3663 ) from a dividend investor's...
Is New 90 Day High Low • Dec 17New 90-day high: NT$21.40The company is up 12% from its price of NT$19.10 on 18 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 17% over the same period.
分析記事 • Dec 03ThinTech Materials Technology (GTSM:3663) Shareholders Have Enjoyed A 25% Share Price GainIf you buy and hold a stock for many years, you'd hope to be making a profit. Furthermore, you'd generally like to see...
Is New 90 Day High Low • Dec 02New 90-day high: NT$19.55The company is up 5.0% from its price of NT$18.60 on 03 September 2020. The Taiwanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 16% over the same period.
分析記事 • Nov 18ThinTech Materials Technology (GTSM:3663) Has A Rock Solid Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Nov 08Third quarter 2020 earnings released: EPS NT$0.17The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$669.4m (up 22% from 3Q 2019). Net income: NT$12.8m (down 34% from 3Q 2019). Profit margin: 1.9% (down from 3.5% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Sep 25New 90-day low: NT$18.15The company is down 5.0% from its price of NT$19.15 on 24 June 2020. The Taiwanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 26% over the same period.
お知らせ • Jul 31ThinTech Materials Technology Co., Ltd. Announces Resignation of Tung, Huan Chien as President Effective July 29, 2020ThinTech Materials Technology Co., Ltd. announced resignation of Tung, Huan Chien as President effective July 29, 2020.
