View ValuationAdvanced Echem Materials 将来の成長Future 基準チェック /56Advanced Echem Materials利益と収益がそれぞれ年間26.4%と24.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に19.4% 27.1%なると予測されています。主要情報26.4%収益成長率27.08%EPS成長率Semiconductor 収益成長25.7%収益成長率24.6%将来の株主資本利益率19.39%アナリストカバレッジLow最終更新日20 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported 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.業績と収益の成長予測TPEX:4749 - アナリストの将来予測と過去の財務データ ( )TWD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20288,3912,2981,3771,977112/31/20277,5262,0646401,313512/31/20265,2231,3725071,98113/31/20264,5481,176-1021,044N/A12/31/20254,2621,044-311,117N/A9/30/20254,0939563481,165N/A6/30/20253,8848212341,291N/A3/31/20253,589732211,090N/A12/31/20243,322698-182944N/A9/30/20242,996607-237798N/A6/30/20242,708493-313530N/A3/31/20242,450389-536250N/A12/31/20232,364318-641-60N/A9/30/20232,466352-34186N/A6/30/20232,515431-85221N/A3/31/20232,398423-97250N/A12/31/20222,274404-13410N/A9/30/20222,012342-177209N/A6/30/20221,830255-49636N/A3/31/20221,720188-55512N/A12/31/20211,609122-615-13N/A9/30/20211,48572-63316N/A6/30/20211,35141-458130N/A3/31/20211,25233-404150N/A12/31/20201,15224-349170N/A12/31/20199195N/A9N/A12/31/20181,02548N/A148N/A6/30/20161,03992N/A176N/A3/31/20161,04598N/A176N/A12/31/20151,050104N/A177N/A9/30/20151,068107N/A181N/A6/30/20151,086110N/A185N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 4749の予測収益成長率 (年間26.4% ) は 貯蓄率 ( 1.3% ) を上回っています。収益対市場: 4749の収益 ( 26.4% ) はTW市場 ( 26.1% ) よりも速いペースで成長すると予測されています。高成長収益: 4749の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 4749の収益 ( 24.6% ) TW市場 ( 18.6% ) よりも速いペースで成長すると予測されています。高い収益成長: 4749の収益 ( 24.6% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 4749の 自己資本利益率 は、3年後には低くなると予測されています ( 19.4 %)。成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 12:21終値2026/05/21 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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
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.