Advanced Echem Materials（4749）株式概要アドバンスド・エケム・マテリアルズ社は、台湾で半導体およびディスプレイ用途の特殊化学材料を開発・製造している。 詳細4749 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長5/6過去の実績4/6財務の健全性6/6配当金1/6報酬収益は年間27.21%増加すると予測されています 過去1年間で収益は45.6%増加しました リスク分析高いレベルの非現金収入 すべてのリスクチェックを見る4749 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW483,745 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 NarrativeBLINRODA483,745 investors already sharing narrativesYour Fair ValueNT$Current PriceNT$759.0049.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture015b2016201920222025202620282031Revenue NT$14.7bEarnings NT$3.8bAdvancedSet Fair ValueView all narrativesAdvanced Echem Materials Company Limited 競合他社Elite Semiconductor Microelectronics TechnologySymbol: TWSE:3006Market cap: NT$69.8bElite Advanced LaserSymbol: TWSE:3450Market cap: NT$82.6bGCS HoldingsSymbol: TPEX:4991Market cap: NT$58.8bGreatek ElectronicsSymbol: TWSE:2441Market cap: NT$64.6b価格と性能株価の高値、安値、推移の概要Advanced Echem Materials過去の株価現在の株価NT$759.0052週高値NT$1,210.0052週安値NT$647.00ベータ-51ヶ月の変化-6.41%3ヶ月変化-30.37%1年変化14.65%3年間の変化184.80%5年間の変化n/aIPOからの変化2,667.24%最新ニュースValuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$658, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 24x in the Semiconductor industry in Taiwan. Total returns to shareholders of 153% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$479 per share.お知らせ • Jul 21Advanced Echem Materials Company Limited has filed a Follow-on Equity Offering.Advanced Echem Materials Company Limited has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 170,000Upcoming Dividend • Jun 04Upcoming dividend of NT$8.00 per shareEligible shareholders must have bought the stock before 11 June 2026. Payment date: 08 July 2026. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (4.8%). Lower than average of industry peers (1.0%).Reported Earnings • May 16First quarter 2026 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2026 results: EPS: NT$3.00 (up from NT$2.28 in 1Q 2025). Revenue: NT$1.25b (up 30% from 1Q 2025). Net income: NT$339.5m (up 63% from 1Q 2025). Profit margin: 27% (up from 22% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.New Risk • May 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.3% average weekly change).Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$11.33 (vs NT$8.50 in FY 2024)Full year 2025 results: EPS: NT$11.33 (up from NT$8.50 in FY 2024). Revenue: NT$4.26b (up 28% from FY 2024). Net income: NT$1.04b (up 50% from FY 2024). Profit margin: 25% (up from 21% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$658, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 24x in the Semiconductor industry in Taiwan. Total returns to shareholders of 153% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$479 per share.お知らせ • Jul 21Advanced Echem Materials Company Limited has filed a Follow-on Equity Offering.Advanced Echem Materials Company Limited has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 170,000Upcoming Dividend • Jun 04Upcoming dividend of NT$8.00 per shareEligible shareholders must have bought the stock before 11 June 2026. Payment date: 08 July 2026. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (4.8%). Lower than average of industry peers (1.0%).Reported Earnings • May 16First quarter 2026 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2026 results: EPS: NT$3.00 (up from NT$2.28 in 1Q 2025). Revenue: NT$1.25b (up 30% from 1Q 2025). Net income: NT$339.5m (up 63% from 1Q 2025). Profit margin: 27% (up from 22% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.New Risk • May 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.3% average weekly change).Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$11.33 (vs NT$8.50 in FY 2024)Full year 2025 results: EPS: NT$11.33 (up from NT$8.50 in FY 2024). Revenue: NT$4.26b (up 28% from FY 2024). Net income: NT$1.04b (up 50% from FY 2024). Profit margin: 25% (up from 21% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 12Advanced Echem Materials Company Limited, Annual General Meeting, Jun 11, 2026Advanced Echem Materials Company Limited, Annual General Meeting, Jun 11, 2026. Location: no,428, k`o wang rd., longtan district, taoyuan city TaiwanReported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$3.13 (vs NT$1.90 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.13 (up from NT$1.90 in 3Q 2024). Revenue: NT$1.07b (up 24% from 3Q 2024). Net income: NT$290.1m (up 86% from 3Q 2024). Profit margin: 27% (up from 18% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 33% 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 increased by 31% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$3.07 (vs NT$2.39 in 2Q 2024)Second quarter 2025 results: EPS: NT$3.07 (up from NT$2.39 in 2Q 2024). Revenue: NT$1.15b (up 34% from 2Q 2024). Net income: NT$284.6m (up 45% from 2Q 2024). Profit margin: 25% (up from 23% in 2Q 2024). 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 13% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 36% per year.Upcoming Dividend • Jul 10Upcoming dividend of NT$5.99 per shareEligible shareholders must have bought the stock before 17 July 2025. Payment date: 08 August 2025. Payout ratio is a comfortable 69% but the company is paying out more than the cash it is generating. Trailing yield: 1.0%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (2.2%).Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$559, the stock trades at a trailing P/E ratio of 70.7x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 271% over the past three years.Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$2.28 (vs NT$2.11 in 1Q 2024)First quarter 2025 results: EPS: NT$2.28 (up from NT$2.11 in 1Q 2024). Revenue: NT$959.3m (up 39% from 1Q 2024). Net income: NT$207.8m (up 20% from 1Q 2024). Profit margin: 22% (down from 25% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 30Advanced Echem Materials Company Limited to Report Q1, 2025 Results on May 07, 2025Advanced Echem Materials Company Limited announced that they will report Q1, 2025 results on May 07, 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$407, the stock trades at a trailing P/E ratio of 54x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 243% over the past three years.New Risk • Mar 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 7.7% 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 (7.7% average weekly change). High level of non-cash earnings (24% accrual ratio).お知らせ • Mar 17Advanced Echem Materials Company Limited, Annual General Meeting, Jun 18, 2025Advanced Echem Materials Company Limited, Annual General Meeting, Jun 18, 2025. Location: no,428, k`o wang rd., longtan district, taoyuan city TaiwanReported Earnings • Mar 16Full year 2024 earnings released: EPS: NT$8.50 (vs NT$3.91 in FY 2023)Full year 2024 results: EPS: NT$8.50 (up from NT$3.91 in FY 2023). Revenue: NT$3.32b (up 41% from FY 2023). Net income: NT$697.5m (up 119% from FY 2023). Profit margin: 21% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 28% 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 35% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 07Advanced Echem Materials Company Limited to Report Fiscal Year 2024 Results on Mar 14, 2025Advanced Echem Materials Company Limited announced that they will report fiscal year 2024 results on Mar 14, 2025お知らせ • Feb 04Advanced Echem Materials Company Limited has completed a Follow-on Equity Offering in the amount of TWD 4.93728 billion.Advanced Echem Materials Company Limited has completed a Follow-on Equity Offering in the amount of TWD 4.93728 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,286,000 Price\Range: TWD 480New Risk • Feb 03New 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 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.4% average weekly change).Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$1.90 (vs NT$0.77 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.90 (up from NT$0.77 in 3Q 2023). Revenue: NT$856.8m (up 48% from 3Q 2023). Net income: NT$155.7m (up 150% from 3Q 2023). Profit margin: 18% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue.Upcoming Dividend • Jul 31Upcoming dividend of NT$2.79 per shareEligible shareholders must have bought the stock before 07 August 2024. Payment date: 27 August 2024. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Taiwanese dividend payers (4.4%). Lower than average of industry peers (2.1%).Reported Earnings • May 03Full year 2023 earnings released: EPS: NT$3.91 (vs NT$5.01 in FY 2022)Full year 2023 results: EPS: NT$3.91 (down from NT$5.01 in FY 2022). Revenue: NT$2.36b (up 4.0% from FY 2022). Net income: NT$318.4m (down 21% from FY 2022). Profit margin: 14% (down from 18% in FY 2022). The decrease in margin was driven by higher expenses.お知らせ • Mar 30Advanced Echem Materials Company Limited, Annual General Meeting, Jun 21, 2024Advanced Echem Materials Company Limited, Annual General Meeting, Jun 21, 2024.New Risk • Mar 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Share price has been volatile over the past 3 months (7.4% average weekly change).お知らせ • Jan 30Cheng Mei Materials Technology Corporation (TWSE:4960) acquired an unknown stake in Opals Chemical Technology Ltd. from Advanced Echem Materials Company Limited (TPEX:4749) for approximately TWD 310 million.Cheng Mei Materials Technology Corporation (TWSE:4960) acquired an unknown stake in Opals Chemical Technology Ltd. from Advanced Echem Materials Company Limited (TPEX:4749) for approximately TWD 310 million on January 29, 2024. Cheng Mei Materials Technology Corporation (TWSE:4960) completed the acquisition of an unknown stake in Opals Chemical Technology Ltd. from Advanced Echem Materials Company Limited (TPEX:4749) on January 29, 2024.Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$395, the stock trades at a trailing P/E ratio of 74.5x. Average trailing P/E is 26x in the Semiconductor industry in Taiwan. Total returns to shareholders of 93% over the past year.Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$307, the stock trades at a trailing P/E ratio of 57.9x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 82% over the past year.New Risk • Aug 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 16First half 2023 earnings released: EPS: NT$2.38 (vs NT$2.18 in 1H 2022)First half 2023 results: EPS: NT$2.38 (up from NT$2.18 in 1H 2022). Revenue: NT$1.21b (up 25% from 1H 2022). Net income: NT$193.7m (up 10% from 1H 2022). Profit margin: 16% (down from 18% in 1H 2022). The decrease in margin was driven by higher expenses.Upcoming Dividend • Jul 12Upcoming dividend of NT$3.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 19 July 2023. Payment date: 08 August 2023. Trailing yield: 1.2%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (3.2%).Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$270, the stock trades at a trailing P/E ratio of 62.5x. Average trailing P/E is 17x in the Semiconductor industry in Taiwan. Total returns to shareholders of 122% over the past year.Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$207, the stock trades at a trailing P/E ratio of 47.5x. Average trailing P/E is 12x in the Semiconductor industry in Taiwan.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 27% share price decline to NT$165, the stock trades at a trailing P/E ratio of 30.2x. Average trailing P/E is 10x in the Semiconductor industry in Taiwan.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to NT$192, the stock trades at a trailing P/E ratio of 35.2x. Average trailing P/E is 11x in the Semiconductor industry in Taiwan.Upcoming Dividend • Jul 12Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 19 July 2022. Payment date: 08 August 2022. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (6.7%). Lower than average of industry peers (3.9%).Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$174, the stock trades at a trailing P/E ratio of 69x. Average trailing P/E is 12x in the Semiconductor industry in Taiwan.Reported Earnings • Apr 27Full year 2021 earnings released: EPS: NT$1.62 (vs NT$0.39 in FY 2020)Full year 2021 results: EPS: NT$1.62 (up from NT$0.39 in FY 2020). Revenue: NT$1.61b (up 40% from FY 2020). Net income: NT$122.0m (up 398% from FY 2020). Profit margin: 7.6% (up from 2.1% in FY 2020). The increase in margin was driven by higher revenue.株主還元4749TW SemiconductorTW 市場7D-6.2%-0.6%0.4%1Y14.7%117.9%83.7%株主還元を見る業界別リターン: 4749過去 1 年間で117.9 % 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: 4749は、過去 1 年間で83.7 % のリターンを上げたTW市場を下回りました。価格変動Is 4749's price volatile compared to industry and market?4749 volatility4749 Average Weekly Movement7.9%Semiconductor Industry Average Movement10.0%Market Average Movement6.4%10% most volatile stocks in TW Market12.0%10% least volatile stocks in TW Market2.7%安定した株価: 4749 、 TW市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 4749の 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2003456James Chanwww.aemc.com.twアドバンスト・エケム・マテリアルズ社は台湾で半導体およびディスプレイ用途の特殊化学材料を開発・製造している。同社は半導体、IC製造、先端パッケージング、クリーンケミカル、CMOSイメージセンサー、ディスプレイセンサー用指紋、チップオンフィルム材料などの半導体材料を提供している。また、TFT LCD、OLED、マイクロLED材料などのディスプレイ材料も提供している。アドバンスト・エケム・マテリアルズ社は2003年に設立され、本社は台湾の桃園市にある。もっと見るAdvanced Echem Materials Company Limited 基礎のまとめAdvanced Echem Materials の収益と売上を時価総額と比較するとどうか。4749 基礎統計学時価総額NT$71.90b収益（TTM）NT$1.20b売上高(TTM)NT$4.63b60.1xPER（株価収益率15.5xP/Sレシオ4749 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4749 損益計算書（TTM）収益NT$4.63b売上原価NT$2.59b売上総利益NT$2.04bその他の費用NT$846.68m収益NT$1.20b直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）12.62グロス・マージン44.13%純利益率25.83%有利子負債／自己資本比率21.0%4749 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.1%現在の配当利回り62%配当性向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2026/08/19 23:46終値2026/08/19 00:00収益2026/06/30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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Advanced Echem Materials Company Limited 5 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。6 アナリスト機関null nullCapital Securities CorporationJianzheng WuCapital Securities CorporationEden ChangKGI Securities Co. Ltd.3 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$658, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 24x in the Semiconductor industry in Taiwan. Total returns to shareholders of 153% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$479 per share.
お知らせ • Jul 21Advanced Echem Materials Company Limited has filed a Follow-on Equity Offering.Advanced Echem Materials Company Limited has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 170,000
Upcoming Dividend • Jun 04Upcoming dividend of NT$8.00 per shareEligible shareholders must have bought the stock before 11 June 2026. Payment date: 08 July 2026. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (4.8%). Lower than average of industry peers (1.0%).
Reported Earnings • May 16First quarter 2026 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2026 results: EPS: NT$3.00 (up from NT$2.28 in 1Q 2025). Revenue: NT$1.25b (up 30% from 1Q 2025). Net income: NT$339.5m (up 63% from 1Q 2025). Profit margin: 27% (up from 22% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • May 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.3% average weekly change).
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$11.33 (vs NT$8.50 in FY 2024)Full year 2025 results: EPS: NT$11.33 (up from NT$8.50 in FY 2024). Revenue: NT$4.26b (up 28% from FY 2024). Net income: NT$1.04b (up 50% from FY 2024). Profit margin: 25% (up from 21% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$658, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 24x in the Semiconductor industry in Taiwan. Total returns to shareholders of 153% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$479 per share.
お知らせ • Jul 21Advanced Echem Materials Company Limited has filed a Follow-on Equity Offering.Advanced Echem Materials Company Limited has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 170,000
Upcoming Dividend • Jun 04Upcoming dividend of NT$8.00 per shareEligible shareholders must have bought the stock before 11 June 2026. Payment date: 08 July 2026. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (4.8%). Lower than average of industry peers (1.0%).
Reported Earnings • May 16First quarter 2026 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2026 results: EPS: NT$3.00 (up from NT$2.28 in 1Q 2025). Revenue: NT$1.25b (up 30% from 1Q 2025). Net income: NT$339.5m (up 63% from 1Q 2025). Profit margin: 27% (up from 22% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • May 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.3% average weekly change).
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$11.33 (vs NT$8.50 in FY 2024)Full year 2025 results: EPS: NT$11.33 (up from NT$8.50 in FY 2024). Revenue: NT$4.26b (up 28% from FY 2024). Net income: NT$1.04b (up 50% from FY 2024). Profit margin: 25% (up from 21% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 12Advanced Echem Materials Company Limited, Annual General Meeting, Jun 11, 2026Advanced Echem Materials Company Limited, Annual General Meeting, Jun 11, 2026. Location: no,428, k`o wang rd., longtan district, taoyuan city Taiwan
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$3.13 (vs NT$1.90 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.13 (up from NT$1.90 in 3Q 2024). Revenue: NT$1.07b (up 24% from 3Q 2024). Net income: NT$290.1m (up 86% from 3Q 2024). Profit margin: 27% (up from 18% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 33% 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 increased by 31% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$3.07 (vs NT$2.39 in 2Q 2024)Second quarter 2025 results: EPS: NT$3.07 (up from NT$2.39 in 2Q 2024). Revenue: NT$1.15b (up 34% from 2Q 2024). Net income: NT$284.6m (up 45% from 2Q 2024). Profit margin: 25% (up from 23% in 2Q 2024). 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 13% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 36% per year.
Upcoming Dividend • Jul 10Upcoming dividend of NT$5.99 per shareEligible shareholders must have bought the stock before 17 July 2025. Payment date: 08 August 2025. Payout ratio is a comfortable 69% but the company is paying out more than the cash it is generating. Trailing yield: 1.0%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (2.2%).
Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$559, the stock trades at a trailing P/E ratio of 70.7x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 271% over the past three years.
Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$2.28 (vs NT$2.11 in 1Q 2024)First quarter 2025 results: EPS: NT$2.28 (up from NT$2.11 in 1Q 2024). Revenue: NT$959.3m (up 39% from 1Q 2024). Net income: NT$207.8m (up 20% from 1Q 2024). Profit margin: 22% (down from 25% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 30Advanced Echem Materials Company Limited to Report Q1, 2025 Results on May 07, 2025Advanced Echem Materials Company Limited announced that they will report Q1, 2025 results on May 07, 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$407, the stock trades at a trailing P/E ratio of 54x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 243% over the past three years.
New Risk • Mar 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 7.7% 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 (7.7% average weekly change). High level of non-cash earnings (24% accrual ratio).
お知らせ • Mar 17Advanced Echem Materials Company Limited, Annual General Meeting, Jun 18, 2025Advanced Echem Materials Company Limited, Annual General Meeting, Jun 18, 2025. Location: no,428, k`o wang rd., longtan district, taoyuan city Taiwan
Reported Earnings • Mar 16Full year 2024 earnings released: EPS: NT$8.50 (vs NT$3.91 in FY 2023)Full year 2024 results: EPS: NT$8.50 (up from NT$3.91 in FY 2023). Revenue: NT$3.32b (up 41% from FY 2023). Net income: NT$697.5m (up 119% from FY 2023). Profit margin: 21% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 28% 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 35% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 07Advanced Echem Materials Company Limited to Report Fiscal Year 2024 Results on Mar 14, 2025Advanced Echem Materials Company Limited announced that they will report fiscal year 2024 results on Mar 14, 2025
お知らせ • Feb 04Advanced Echem Materials Company Limited has completed a Follow-on Equity Offering in the amount of TWD 4.93728 billion.Advanced Echem Materials Company Limited has completed a Follow-on Equity Offering in the amount of TWD 4.93728 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,286,000 Price\Range: TWD 480
New Risk • Feb 03New 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 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.4% average weekly change).
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$1.90 (vs NT$0.77 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.90 (up from NT$0.77 in 3Q 2023). Revenue: NT$856.8m (up 48% from 3Q 2023). Net income: NT$155.7m (up 150% from 3Q 2023). Profit margin: 18% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue.
Upcoming Dividend • Jul 31Upcoming dividend of NT$2.79 per shareEligible shareholders must have bought the stock before 07 August 2024. Payment date: 27 August 2024. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Taiwanese dividend payers (4.4%). Lower than average of industry peers (2.1%).
Reported Earnings • May 03Full year 2023 earnings released: EPS: NT$3.91 (vs NT$5.01 in FY 2022)Full year 2023 results: EPS: NT$3.91 (down from NT$5.01 in FY 2022). Revenue: NT$2.36b (up 4.0% from FY 2022). Net income: NT$318.4m (down 21% from FY 2022). Profit margin: 14% (down from 18% in FY 2022). The decrease in margin was driven by higher expenses.
お知らせ • Mar 30Advanced Echem Materials Company Limited, Annual General Meeting, Jun 21, 2024Advanced Echem Materials Company Limited, Annual General Meeting, Jun 21, 2024.
New Risk • Mar 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Share price has been volatile over the past 3 months (7.4% average weekly change).
お知らせ • Jan 30Cheng Mei Materials Technology Corporation (TWSE:4960) acquired an unknown stake in Opals Chemical Technology Ltd. from Advanced Echem Materials Company Limited (TPEX:4749) for approximately TWD 310 million.Cheng Mei Materials Technology Corporation (TWSE:4960) acquired an unknown stake in Opals Chemical Technology Ltd. from Advanced Echem Materials Company Limited (TPEX:4749) for approximately TWD 310 million on January 29, 2024. Cheng Mei Materials Technology Corporation (TWSE:4960) completed the acquisition of an unknown stake in Opals Chemical Technology Ltd. from Advanced Echem Materials Company Limited (TPEX:4749) on January 29, 2024.
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$395, the stock trades at a trailing P/E ratio of 74.5x. Average trailing P/E is 26x in the Semiconductor industry in Taiwan. Total returns to shareholders of 93% over the past year.
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$307, the stock trades at a trailing P/E ratio of 57.9x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 82% over the past year.
New Risk • Aug 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 16First half 2023 earnings released: EPS: NT$2.38 (vs NT$2.18 in 1H 2022)First half 2023 results: EPS: NT$2.38 (up from NT$2.18 in 1H 2022). Revenue: NT$1.21b (up 25% from 1H 2022). Net income: NT$193.7m (up 10% from 1H 2022). Profit margin: 16% (down from 18% in 1H 2022). The decrease in margin was driven by higher expenses.
Upcoming Dividend • Jul 12Upcoming dividend of NT$3.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 19 July 2023. Payment date: 08 August 2023. Trailing yield: 1.2%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (3.2%).
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$270, the stock trades at a trailing P/E ratio of 62.5x. Average trailing P/E is 17x in the Semiconductor industry in Taiwan. Total returns to shareholders of 122% over the past year.
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$207, the stock trades at a trailing P/E ratio of 47.5x. Average trailing P/E is 12x in the Semiconductor industry in Taiwan.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 27% share price decline to NT$165, the stock trades at a trailing P/E ratio of 30.2x. Average trailing P/E is 10x in the Semiconductor industry in Taiwan.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to NT$192, the stock trades at a trailing P/E ratio of 35.2x. Average trailing P/E is 11x in the Semiconductor industry in Taiwan.
Upcoming Dividend • Jul 12Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 19 July 2022. Payment date: 08 August 2022. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (6.7%). Lower than average of industry peers (3.9%).
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$174, the stock trades at a trailing P/E ratio of 69x. Average trailing P/E is 12x in the Semiconductor industry in Taiwan.
Reported Earnings • Apr 27Full year 2021 earnings released: EPS: NT$1.62 (vs NT$0.39 in FY 2020)Full year 2021 results: EPS: NT$1.62 (up from NT$0.39 in FY 2020). Revenue: NT$1.61b (up 40% from FY 2020). Net income: NT$122.0m (up 398% from FY 2020). Profit margin: 7.6% (up from 2.1% in FY 2020). The increase in margin was driven by higher revenue.
