Anpec Electronics（6138）株式概要アンペック・エレクトロニクス・コーポレーションは、ミックスドシグナル・パワーチップとセンサーの設計、テスト、製造、マーケティングを台湾および海外で行っています。 詳細6138 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5/6財務の健全性6/6配当金4/6報酬株価収益率（ 25.1 x）は、 Semiconductor業界平均（ 42 x）を下回っています。過去1年間で収益は39.3%増加しました リスク分析過去5年間で収益は年間0.3%減少しました。 不安定な配当実績 すべてのリスクチェックを見る6138 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$350.00299.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture08b2016201920222025202620282031Revenue NT$8.3bEarnings NT$1.1bAdvancedSet Fair ValueView all narrativesAnpec Electronics Corporation 競合他社Etron TechnologySymbol: TPEX:5351Market cap: NT$26.7bITE TechSymbol: TWSE:3014Market cap: NT$24.7bWinstek SemiconductorSymbol: TPEX:3265Market cap: NT$25.8bGlobal Mixed-Mode TechnologySymbol: TWSE:8081Market cap: NT$24.7b価格と性能株価の高値、安値、推移の概要Anpec Electronics過去の株価現在の株価NT$350.0052週高値NT$350.0052週安値NT$155.50ベータ1.241ヶ月の変化38.07%3ヶ月変化45.83%1年変化121.52%3年間の変化112.12%5年間の変化146.48%IPOからの変化789.87%最新ニュースBuy Or Sell Opportunity • May 14Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 31% to NT$308. The fair value is estimated to be NT$242, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 22%.Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$286, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 43x in the Semiconductor industry in Taiwan. Total returns to shareholders of 129% over the past three years.Reported Earnings • Apr 28First quarter 2026 earnings released: EPS: NT$3.00 (vs NT$2.60 in 1Q 2025)First quarter 2026 results: EPS: NT$3.00 (up from NT$2.60 in 1Q 2025). Revenue: NT$1.98b (up 11% from 1Q 2025). Net income: NT$269.4m (up 42% from 1Q 2025). Profit margin: 14% (up from 11% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Mar 23Now 21% undervaluedOver the last 90 days, the stock has risen 2.3% to NT$223. The fair value is estimated to be NT$283, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 9.4%.Buy Or Sell Opportunity • Mar 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.6% to NT$226. The fair value is estimated to be NT$285, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 9.4%.Reported Earnings • Feb 24Full year 2025 earnings released: EPS: NT$13.04 (vs NT$9.89 in FY 2024)Full year 2025 results: EPS: NT$13.04 (up from NT$9.89 in FY 2024). Revenue: NT$7.48b (up 23% from FY 2024). Net income: NT$951.2m (up 32% from FY 2024). Profit margin: 13% (in line with FY 2024). 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 18% per year, which means it is tracking significantly ahead of earnings growth.最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • May 14Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 31% to NT$308. The fair value is estimated to be NT$242, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 22%.Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$286, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 43x in the Semiconductor industry in Taiwan. Total returns to shareholders of 129% over the past three years.Reported Earnings • Apr 28First quarter 2026 earnings released: EPS: NT$3.00 (vs NT$2.60 in 1Q 2025)First quarter 2026 results: EPS: NT$3.00 (up from NT$2.60 in 1Q 2025). Revenue: NT$1.98b (up 11% from 1Q 2025). Net income: NT$269.4m (up 42% from 1Q 2025). Profit margin: 14% (up from 11% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Mar 23Now 21% undervaluedOver the last 90 days, the stock has risen 2.3% to NT$223. The fair value is estimated to be NT$283, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 9.4%.Buy Or Sell Opportunity • Mar 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.6% to NT$226. The fair value is estimated to be NT$285, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 9.4%.Reported Earnings • Feb 24Full year 2025 earnings released: EPS: NT$13.04 (vs NT$9.89 in FY 2024)Full year 2025 results: EPS: NT$13.04 (up from NT$9.89 in FY 2024). Revenue: NT$7.48b (up 23% from FY 2024). Net income: NT$951.2m (up 32% from FY 2024). Profit margin: 13% (in line with FY 2024). 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 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 12Anpec Electronics Corporation, Annual General Meeting, Jun 26, 2026Anpec Electronics Corporation, Annual General Meeting, Jun 26, 2026. Location: no,6, tu hsing 1st rd., hsinchu science park, hsinchu city TaiwanValuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$263, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 34x in the Semiconductor industry in Taiwan. Total returns to shareholders of 122% over the past three years.Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$3.97 (vs NT$2.70 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.97 (up from NT$2.70 in 3Q 2024). Revenue: NT$1.96b (up 22% from 3Q 2024). Net income: NT$289.3m (up 47% from 3Q 2024). Profit margin: 15% (up from 12% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Oct 03Now 22% undervaluedOver the last 90 days, the stock has risen 25% to NT$222. The fair value is estimated to be NT$286, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 17%.お知らせ • Oct 02Yageo Corporation (TWSE:2327) completed the acquisition of 21.43% stake in Anpec Electronics Corporation (TPEX:6138) for TWD 3.7 billion.Yageo Corporation (TWSE:2327) proposed to acquire 28.5% stake in Anpec Electronics Corporation (TPEX:6138) for TWD 4.9 billion on September 11, 2025. A cash consideration valued at TWD 229.8 per share will be paid by Yageo Corporation. The tender offer will be filed with the Financial Supervisory Commission, and the tender offer period is expected to start from September 12, 2025 to October 1, 2025. The intended acquired share is up to 21,277,245 (about 28.5% of Anpec’s outstanding shares), and the minimum acquired shares is 3,733,000 (about 5% of Anpec’s outstanding shares). The tender offer will be deemed successful once the tendered shares meet the minimum acquired shares. The expected completion of the transaction is October 1, 2025. Yageo Corporation (TWSE:2327) completed the acquisition of 21.43% stake in Anpec Electronics Corporation (TPEX:6138) for TWD 3.7 billion on September 11, 2025.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$2.70 (vs NT$2.47 in 2Q 2024)Second quarter 2025 results: EPS: NT$2.70 (up from NT$2.47 in 2Q 2024). Revenue: NT$1.82b (up 25% from 2Q 2024). Net income: NT$196.6m (up 9.3% from 2Q 2024). Profit margin: 11% (down from 12% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Declared Dividend • Jul 17Dividend increased to NT$8.60Dividend of NT$8.60 is 44% higher than last year. Ex-date: 31st July 2025 Payment date: 28th August 2025 Dividend yield will be 4.6%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 10First quarter 2025 earnings released: EPS: NT$2.60 (vs NT$2.34 in 1Q 2024)First quarter 2025 results: EPS: NT$2.60 (up from NT$2.34 in 1Q 2024). Revenue: NT$1.78b (up 17% from 1Q 2024). Net income: NT$190.0m (up 12% from 1Q 2024). Profit margin: 11% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • May 01Anpec Electronics Corporation to Report Q1, 2025 Results on May 09, 2025Anpec Electronics Corporation announced that they will report Q1, 2025 results on May 09, 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$140, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 28% over the past three years.お知らせ • Feb 26Anpec Electronics Corporation, Annual General Meeting, Jun 23, 2025Anpec Electronics Corporation, Annual General Meeting, Jun 23, 2025, at 09:00 Taipei Standard Time. Location: no,6, tu hsing 1st rd., hsinchu science park, hsinchu city Taiwanお知らせ • Feb 22Anpec Electronics Corporation Announces Cash Dividend for the Year Ended December 31, 2024Anpec Electronics Corporation announced cash dividends to shareholders of TWD 8.0 per share for the year ended December 31, 2024. Cash dividends distributed from legal reserve and capital reserve to shareholders of TWD 0.6 per share. Total amount of cash dividends to shareholders: TWD 642,106,100. Total cash distribution is TWD 8.60 per share. Per value of common stock: TWD 10. Date of the board of directors resolution: February 21, 2025.お知らせ • Feb 14+ 1 more updateAnpec Electronics Corporation announces Resignation of Chen, Shan-Nan as Natural-Person Director, Effective June 23, 2025Anpec Electronics Corporation announced the resignation of CHEN, SHAN-NAN as natural-person director. Resume of the previous position holder: Chairman, Grenergy, INC. ANPEC received a resignation letter from a director on February 13, 2025. The director will resign from the position on June 23, 2025.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 Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).New Risk • Nov 16New 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 6.3% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change).Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: NT$2.70 (vs NT$2.20 in 3Q 2023)Third quarter 2024 results: EPS: NT$2.70 (up from NT$2.20 in 3Q 2023). Revenue: NT$1.61b (up 8.7% from 3Q 2023). Net income: NT$196.4m (up 22% from 3Q 2023). Profit margin: 12% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Nov 12Now 20% undervaluedOver the last 90 days, the stock has risen 1.2% to NT$172. The fair value is estimated to be NT$216, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Earnings per share has declined by 18%.お知らせ • Nov 02Anpec Electronics Corporation to Report Q3, 2024 Results on Nov 11, 2024Anpec Electronics Corporation announced that they will report Q3, 2024 results on Nov 11, 2024Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$197, the stock trades at a trailing P/E ratio of 21.6x. Average trailing P/E is 30x in the Semiconductor industry in Taiwan. Total returns to shareholders of 47% over the past three years.Buy Or Sell Opportunity • Aug 21Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to NT$170. The fair value is estimated to be NT$214, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Earnings per share has declined by 18%.Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: NT$2.47 (vs NT$1.68 in 2Q 2023)Second quarter 2024 results: EPS: NT$2.47 (up from NT$1.68 in 2Q 2023). Revenue: NT$1.46b (up 11% from 2Q 2023). Net income: NT$179.8m (up 47% from 2Q 2023). Profit margin: 12% (up from 9.3% in 2Q 2023). The increase in margin was driven by higher revenue. 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 4% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Aug 05Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to NT$152. The fair value is estimated to be NT$203, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has declined by 12%.お知らせ • Aug 02Anpec Electronics Corporation to Report Q2, 2024 Results on Aug 09, 2024Anpec Electronics Corporation announced that they will report Q2, 2024 results on Aug 09, 2024Declared Dividend • Jul 17Dividend reduced to NT$5.97Dividend of NT$5.97 is 34% lower than last year. Ex-date: 1st August 2024 Payment date: 28th August 2024 Dividend yield will be 3.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jul 16Anpec Electronics Corporation Announces Cash Dividend, Payable on 28 August 2024Anpec Electronics Corporation announced cash dividend of TWD 444,939,000 for common shares. Ex-rights (Ex-dividend) date: 1 August 2024. Ex-rights (Ex-dividend) record date: August 8, 2024. Payment date of cash dividend distribution: 28 August 2024.Buy Or Sell Opportunity • Jun 13Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to NT$219. The fair value is estimated to be NT$179, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has declined by 12%.Buy Or Sell Opportunity • May 22Now 25% overvaluedOver the last 90 days, the stock has fallen 1.8% to NT$220. The fair value is estimated to be NT$177, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has declined by 12%.Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$2.34 (vs NT$1.00 in 1Q 2023)First quarter 2024 results: EPS: NT$2.34 (up from NT$1.00 in 1Q 2023). Revenue: NT$1.51b (up 37% from 1Q 2023). Net income: NT$170.2m (up 135% from 1Q 2023). Profit margin: 11% (up from 6.5% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.お知らせ • May 03Anpec Electronics Corporation to Report Q1, 2024 Results on May 10, 2024Anpec Electronics Corporation announced that they will report Q1, 2024 results on May 10, 2024Reported Earnings • Feb 29Full year 2023 earnings released: EPS: NT$7.00 (vs NT$13.30 in FY 2022)Full year 2023 results: EPS: NT$7.00 (down from NT$13.30 in FY 2022). Revenue: NT$5.42b (down 15% from FY 2022). Net income: NT$510.8m (down 47% from FY 2022). Profit margin: 9.4% (down from 15% 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 33% per year, which means it is well ahead of earnings.お知らせ • Feb 27Anpec Electronics Corporation, Annual General Meeting, Jun 21, 2024Anpec Electronics Corporation, Annual General Meeting, Jun 21, 2024, at 09:00 Taipei Standard Time. Location: No. 6, Duxing 1st Road, Hsinchu City, Hsinchu Science Park Taiwan Agenda: To consider 2023 Business Report and financial statements; to consider 2023 Audit Committee's Review Report; to consider Report on the distribution of directors' remuneration and employees' compensation for 2023; to consider Report on the distribution of cash dividends from earnings for 2023; to consider Distribution of 2023 Retained Earnings; to elect one additional Director; to consider Release the Prohibition on Directors from Participation in Competitive Business; and to consider other issues.New Risk • Nov 21New 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 5.5% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 135% Cash payout ratio: 169% Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Profit margins are more than 30% lower than last year (8.7% net profit margin).Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$199, the stock trades at a trailing P/E ratio of 34.1x. Average trailing P/E is 25x in the Semiconductor industry in Taiwan. Total returns to shareholders of 171% over the past three years.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: NT$2.20 (vs NT$3.00 in 3Q 2022)Third quarter 2023 results: EPS: NT$2.20 (down from NT$3.00 in 3Q 2022). Revenue: NT$1.48b (up 7.7% from 3Q 2022). Net income: NT$160.6m (down 26% from 3Q 2022). Profit margin: 11% (down from 16% in 3Q 2022). The decrease in margin was driven by higher 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 29% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Aug 11New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 135% Cash payout ratio: 148% Dividend yield: 6.9% 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: 135% Cash payout ratio: 148% Minor Risk Profit margins are more than 30% lower than last year (10% net profit margin).Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: NT$1.68 (vs NT$5.03 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.68 (down from NT$5.03 in 2Q 2022). Revenue: NT$1.32b (down 36% from 2Q 2022). Net income: NT$122.8m (down 66% from 2Q 2022). Profit margin: 9.3% (down from 18% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 17% per year.Upcoming Dividend • Jul 21Upcoming dividend of NT$9.00 per share at 5.9% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 25 August 2023. Payout ratio is on the higher end at 90%, and the cash payout ratio is above 100%. Trailing yield: 5.9%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.2%).Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$144, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 17x in the Semiconductor industry in Taiwan. Total returns to shareholders of 138% over the past three years.Reported Earnings • Mar 02Full year 2022 earnings released: EPS: NT$13.30 (vs NT$12.90 in FY 2021)Full year 2022 results: EPS: NT$13.30 (up from NT$12.90 in FY 2021). Revenue: NT$6.38b (down 5.6% from FY 2021). Net income: NT$963.6m (up 3.7% from FY 2021). Profit margin: 15% (up from 14% 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 43% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$148, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 13x in the Semiconductor industry in Taiwan. Total returns to shareholders of 145% over the past three years.Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$147, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 12x in the Semiconductor industry in Taiwan. Total returns to shareholders of 117% over the past three years.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$3.00 (vs NT$3.89 in 3Q 2021)Third quarter 2022 results: EPS: NT$3.00 (down from NT$3.89 in 3Q 2021). Revenue: NT$1.37b (down 25% from 3Q 2021). Net income: NT$217.7m (down 22% from 3Q 2021). Profit margin: 16% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$3.00 (vs NT$3.89 in 3Q 2021)Third quarter 2022 results: EPS: NT$3.00 (down from NT$3.89 in 3Q 2021). Revenue: NT$1.37b (down 25% from 3Q 2021). Net income: NT$217.7m (down 22% from 3Q 2021). Profit margin: 16% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$103, the stock trades at a trailing P/E ratio of 6.1x. Average forward P/E is 9x in the Semiconductor industry in Taiwan. Total returns to shareholders of 91% over the past three years.Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$140, the stock trades at a trailing P/E ratio of 8.3x. Average forward P/E is 12x in the Semiconductor industry in Taiwan. Total returns to shareholders of 183% over the past three years.Reported Earnings • Aug 12Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: NT$5.03 (up from NT$2.82 in 2Q 2021). Revenue: NT$2.05b (up 27% from 2Q 2021). Net income: NT$364.4m (up 80% from 2Q 2021). Profit margin: 18% (up from 13% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$124, the stock trades at a trailing P/E ratio of 8.5x. Average forward P/E is 11x in the Semiconductor industry in Taiwan. Total returns to shareholders of 153% over the past three years.Upcoming Dividend • Jul 21Upcoming dividend of NT$9.02 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 19 August 2022. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 6.4%. Lower than top quartile of Taiwanese dividend payers (6.7%). Higher than average of industry peers (3.7%).Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$137, the stock trades at a trailing P/E ratio of 9.3x. Average forward P/E is 9x in the Semiconductor industry in Taiwan. Total returns to shareholders of 169% over the past three years.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$168, the stock trades at a trailing P/E ratio of 11.5x. Average forward P/E is 11x in the Semiconductor industry in Taiwan. Total returns to shareholders of 249% over the past three years.Buying Opportunity • Jun 17Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be NT$226, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 45%.Reported Earnings • May 13First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: NT$4.27 (up from NT$2.29 in 1Q 2021). Revenue: NT$1.94b (up 28% from 1Q 2021). Net income: NT$308.4m (up 87% from 1Q 2021). Profit margin: 16% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.5%. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 50% per year.Price Target Changed • Apr 27Price target increased to NT$300Up from NT$100, the current price target is provided by 1 analyst. New target price is 53% above last closing price of NT$196. Stock is up 35% over the past year. The company is forecast to post earnings per share of NT$16.15 for next year compared to NT$12.90 last year.Board Change • Apr 27No independent 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. No independent directors (8 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$222, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Semiconductor industry in Taiwan. Total returns to shareholders of 307% over the past three years.お知らせ • Mar 29Anpec Electronics Corporation, Annual General Meeting, Jun 23, 2022Anpec Electronics Corporation, Annual General Meeting, Jun 23, 2022.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$228, the stock trades at a trailing P/E ratio of 21.1x. Average trailing P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 303% over the past three years.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$215, the stock trades at a trailing P/E ratio of 19.8x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 304% over the past three years.Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS NT$3.89 (vs NT$1.74 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.83b (up 25% from 3Q 2020). Net income: NT$280.7m (up 127% from 3Q 2020). Profit margin: 15% (up from 8.4% in 3Q 2020). The increase in margin was driven by higher revenue. 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 46% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS NT$3.89 (vs NT$1.74 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.83b (up 25% from 3Q 2020). Net income: NT$280.7m (up 127% from 3Q 2020). Profit margin: 15% (up from 8.4% in 3Q 2020). The increase in margin was driven by higher revenue. 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 46% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$169, the stock trades at a trailing P/E ratio of 19.4x. Average forward P/E is 14x in the Semiconductor industry in Taiwan. Total returns to shareholders of 247% over the past three years.Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$182, the stock trades at a trailing P/E ratio of 20.5x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 186% over the past three years.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$2.81 (vs NT$1.49 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$1.61b (up 25% from 2Q 2020). Net income: NT$202.4m (up 93% from 2Q 2020). Profit margin: 13% (up from 8.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 26% per year.Upcoming Dividend • Jul 26Upcoming dividend of NT$5.20 per shareEligible shareholders must have bought the stock before 02 August 2021. Payment date: 20 August 2021. Trailing yield: 2.8%. Lower than top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (2.2%).Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$171, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Semiconductor industry in Taiwan. Total returns to shareholders of 156% over the past three years.Valuation Update With 7 Day Price Move • May 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$142, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 132% over the past three years.分析記事 • Mar 31Is Anpec Electronics Corporation (GTSM:6138) Potentially Undervalued?While Anpec Electronics Corporation ( GTSM:6138 ) might not be the most widely known stock at the moment, it led the...Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$143, the stock trades at a trailing P/E ratio of 22.2x. Average trailing P/E is 27x in the Semiconductor industry in Taiwan. Total returns to shareholders of 162% over the past three years.Reported Earnings • Mar 24Full year 2020 earnings released: EPS NT$6.43 (vs NT$4.90 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$5.39b (up 19% from FY 2019). Net income: NT$456.5m (up 32% from FY 2019). Profit margin: 8.5% (up from 7.6% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$113, the stock is trading at a trailing P/E ratio of 19.5x, up from the previous P/E ratio of 16.6x. This compares to an average P/E of 26x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 111%.分析記事 • Mar 09Will Anpec Electronics (GTSM:6138) Become A Multi-Bagger?What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$101, the stock is trading at a trailing P/E ratio of 17.4x, up from the previous P/E ratio of 14.9x. 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 101%.Is New 90 Day High Low • Feb 24New 90-day high: NT$92.20The company is up 7.0% from its price of NT$86.50 on 26 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 33% over the same period.分析記事 • Feb 16Anpec Electronics (GTSM:6138) Seems To Use Debt Rather SparinglyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Feb 02Declining Stock and Solid Fundamentals: Is The Market Wrong About Anpec Electronics Corporation (GTSM:6138)?It is hard to get excited after looking at Anpec Electronics' (GTSM:6138) recent performance, when its stock has...Is New 90 Day High Low • Feb 01New 90-day low: NT$79.30The company is down 1.0% from its price of NT$79.70 on 04 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 35% over the same period.分析記事 • Jan 18Did You Participate In Any Of Anpec Electronics' (GTSM:6138) Incredible 322% Return?When you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...分析記事 • Dec 31Should Anpec Electronics Corporation (GTSM:6138) Be Part Of Your Dividend Portfolio?Is Anpec Electronics Corporation ( GTSM:6138 ) a good dividend stock? How can we tell? Dividend paying companies with...分析記事 • Dec 16Is There More To The Story Than Anpec Electronics's (GTSM:6138) Earnings Growth?As a general rule, we think profitable companies are less risky than companies that lose money. However, sometimes...Is New 90 Day High Low • Dec 08New 90-day high: NT$90.80The company is up 18% from its price of NT$77.10 on 09 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 22% over the same period.分析記事 • Dec 01We Like Anpec Electronics' (GTSM:6138) Returns And Here's How They're TrendingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS NT$1.74The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2020 results: Revenue: NT$1.46b (up 25% from 3Q 2019). Net income: NT$123.6m (up 17% from 3Q 2019). Profit margin: 8.4% (down from 9.0% 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 12% per year whereas the company’s share price has increased by 9% per year.Is New 90 Day High Low • Nov 10New 90-day high: NT$84.50The company is up 2.0% from its price of NT$82.60 on 12 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 6.0% over the same period.Is New 90 Day High Low • Sep 25New 90-day low: NT$75.20The company is down 11% from its price of NT$84.10 on 24 June 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 23% over the same period.株主還元6138TW SemiconductorTW 市場7D18.2%1.6%2.6%1Y121.5%143.1%94.7%株主還元を見る業界別リターン: 6138過去 1 年間で143.1 % 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: 6138過去 1 年間で94.7 % の収益を上げたTW市場を上回りました。価格変動Is 6138's price volatile compared to industry and market?6138 volatility6138 Average Weekly Movement7.8%Semiconductor Industry Average Movement9.8%Market Average Movement6.2%10% most volatile stocks in TW Market12.3%10% least volatile stocks in TW Market2.5%安定した株価: 6138 、 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: 6138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1997n/aKenny Wangwww.anpec.com.twアンペック・エレクトロニクス・コーポレーションは、ミックスドシグナル・パワーチップおよびセンサーの設計、テスト、製造、マーケティングを台湾および海外で行っている。同社は、電源管理、バッテリー管理、PMIC、単出力LDO、DDR終端、大出力LDOレギュレータなどのリニアレギュレータ、LDOレギュレータコントローラ、ブーストコンバータ、降圧コントローラおよびコンバータ、DrMOS、パワーモジュールなどのスイッチングレギュレータを提供しています。また、モータドライバ、ホールインワンドライバ、ホール効果センサラッチ、プリドライバ、センサレスドライバ、電源スイッチ、USB充電器ID、配電コントローラ、アナログスイッチなどのスイッチ、スピーカー、ヘッドフォン、デジタル入力オーディオアンプなどのオーディオ製品、白色LEDやIR LEDドライバなどの照明・ディスプレイ製品、アナログ・デジタルコンバータなども提供している。同社の製品は、ファン、監視、VGAカード、ノートパソコン、メモリ、光学、マザーボード、SPS、ストレージ、LCD、通信、自動車など、さまざまな用途で使用されている。Anpec Electronics Corporationは1997年に設立され、台湾の新竹市に本社を置いている。もっと見るAnpec Electronics Corporation 基礎のまとめAnpec Electronics の収益と売上を時価総額と比較するとどうか。6138 基礎統計学時価総額NT$25.90b収益（TTM）NT$1.03b売上高(TTM)NT$7.69b25.1xPER（株価収益率3.4xP/Sレシオ6138 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6138 損益計算書（TTM）収益NT$7.69b売上原価NT$4.84b売上総利益NT$2.85bその他の費用NT$1.82b収益NT$1.03b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）13.93グロス・マージン37.07%純利益率13.41%有利子負債／自己資本比率0%6138 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3.1%現在の配当利回り76%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2026/05/25 02:47終値2026/05/25 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Anpec Electronics Corporation 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Yi-Pang LinSinoPac Securities Investment Service
Buy Or Sell Opportunity • May 14Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 31% to NT$308. The fair value is estimated to be NT$242, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 22%.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$286, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 43x in the Semiconductor industry in Taiwan. Total returns to shareholders of 129% over the past three years.
Reported Earnings • Apr 28First quarter 2026 earnings released: EPS: NT$3.00 (vs NT$2.60 in 1Q 2025)First quarter 2026 results: EPS: NT$3.00 (up from NT$2.60 in 1Q 2025). Revenue: NT$1.98b (up 11% from 1Q 2025). Net income: NT$269.4m (up 42% from 1Q 2025). Profit margin: 14% (up from 11% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Mar 23Now 21% undervaluedOver the last 90 days, the stock has risen 2.3% to NT$223. The fair value is estimated to be NT$283, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 9.4%.
Buy Or Sell Opportunity • Mar 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.6% to NT$226. The fair value is estimated to be NT$285, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 9.4%.
Reported Earnings • Feb 24Full year 2025 earnings released: EPS: NT$13.04 (vs NT$9.89 in FY 2024)Full year 2025 results: EPS: NT$13.04 (up from NT$9.89 in FY 2024). Revenue: NT$7.48b (up 23% from FY 2024). Net income: NT$951.2m (up 32% from FY 2024). Profit margin: 13% (in line with FY 2024). 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 18% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • May 14Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 31% to NT$308. The fair value is estimated to be NT$242, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 22%.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$286, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 43x in the Semiconductor industry in Taiwan. Total returns to shareholders of 129% over the past three years.
Reported Earnings • Apr 28First quarter 2026 earnings released: EPS: NT$3.00 (vs NT$2.60 in 1Q 2025)First quarter 2026 results: EPS: NT$3.00 (up from NT$2.60 in 1Q 2025). Revenue: NT$1.98b (up 11% from 1Q 2025). Net income: NT$269.4m (up 42% from 1Q 2025). Profit margin: 14% (up from 11% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Mar 23Now 21% undervaluedOver the last 90 days, the stock has risen 2.3% to NT$223. The fair value is estimated to be NT$283, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 9.4%.
Buy Or Sell Opportunity • Mar 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.6% to NT$226. The fair value is estimated to be NT$285, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 9.4%.
Reported Earnings • Feb 24Full year 2025 earnings released: EPS: NT$13.04 (vs NT$9.89 in FY 2024)Full year 2025 results: EPS: NT$13.04 (up from NT$9.89 in FY 2024). Revenue: NT$7.48b (up 23% from FY 2024). Net income: NT$951.2m (up 32% from FY 2024). Profit margin: 13% (in line with FY 2024). 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 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 12Anpec Electronics Corporation, Annual General Meeting, Jun 26, 2026Anpec Electronics Corporation, Annual General Meeting, Jun 26, 2026. Location: no,6, tu hsing 1st rd., hsinchu science park, hsinchu city Taiwan
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$263, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 34x in the Semiconductor industry in Taiwan. Total returns to shareholders of 122% over the past three years.
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$3.97 (vs NT$2.70 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.97 (up from NT$2.70 in 3Q 2024). Revenue: NT$1.96b (up 22% from 3Q 2024). Net income: NT$289.3m (up 47% from 3Q 2024). Profit margin: 15% (up from 12% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Oct 03Now 22% undervaluedOver the last 90 days, the stock has risen 25% to NT$222. The fair value is estimated to be NT$286, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 17%.
お知らせ • Oct 02Yageo Corporation (TWSE:2327) completed the acquisition of 21.43% stake in Anpec Electronics Corporation (TPEX:6138) for TWD 3.7 billion.Yageo Corporation (TWSE:2327) proposed to acquire 28.5% stake in Anpec Electronics Corporation (TPEX:6138) for TWD 4.9 billion on September 11, 2025. A cash consideration valued at TWD 229.8 per share will be paid by Yageo Corporation. The tender offer will be filed with the Financial Supervisory Commission, and the tender offer period is expected to start from September 12, 2025 to October 1, 2025. The intended acquired share is up to 21,277,245 (about 28.5% of Anpec’s outstanding shares), and the minimum acquired shares is 3,733,000 (about 5% of Anpec’s outstanding shares). The tender offer will be deemed successful once the tendered shares meet the minimum acquired shares. The expected completion of the transaction is October 1, 2025. Yageo Corporation (TWSE:2327) completed the acquisition of 21.43% stake in Anpec Electronics Corporation (TPEX:6138) for TWD 3.7 billion on September 11, 2025.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$2.70 (vs NT$2.47 in 2Q 2024)Second quarter 2025 results: EPS: NT$2.70 (up from NT$2.47 in 2Q 2024). Revenue: NT$1.82b (up 25% from 2Q 2024). Net income: NT$196.6m (up 9.3% from 2Q 2024). Profit margin: 11% (down from 12% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Declared Dividend • Jul 17Dividend increased to NT$8.60Dividend of NT$8.60 is 44% higher than last year. Ex-date: 31st July 2025 Payment date: 28th August 2025 Dividend yield will be 4.6%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 10First quarter 2025 earnings released: EPS: NT$2.60 (vs NT$2.34 in 1Q 2024)First quarter 2025 results: EPS: NT$2.60 (up from NT$2.34 in 1Q 2024). Revenue: NT$1.78b (up 17% from 1Q 2024). Net income: NT$190.0m (up 12% from 1Q 2024). Profit margin: 11% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • May 01Anpec Electronics Corporation to Report Q1, 2025 Results on May 09, 2025Anpec Electronics Corporation announced that they will report Q1, 2025 results on May 09, 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$140, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 28% over the past three years.
お知らせ • Feb 26Anpec Electronics Corporation, Annual General Meeting, Jun 23, 2025Anpec Electronics Corporation, Annual General Meeting, Jun 23, 2025, at 09:00 Taipei Standard Time. Location: no,6, tu hsing 1st rd., hsinchu science park, hsinchu city Taiwan
お知らせ • Feb 22Anpec Electronics Corporation Announces Cash Dividend for the Year Ended December 31, 2024Anpec Electronics Corporation announced cash dividends to shareholders of TWD 8.0 per share for the year ended December 31, 2024. Cash dividends distributed from legal reserve and capital reserve to shareholders of TWD 0.6 per share. Total amount of cash dividends to shareholders: TWD 642,106,100. Total cash distribution is TWD 8.60 per share. Per value of common stock: TWD 10. Date of the board of directors resolution: February 21, 2025.
お知らせ • Feb 14+ 1 more updateAnpec Electronics Corporation announces Resignation of Chen, Shan-Nan as Natural-Person Director, Effective June 23, 2025Anpec Electronics Corporation announced the resignation of CHEN, SHAN-NAN as natural-person director. Resume of the previous position holder: Chairman, Grenergy, INC. ANPEC received a resignation letter from a director on February 13, 2025. The director will resign from the position on June 23, 2025.
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 Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).
New Risk • Nov 16New 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 6.3% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change).
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: NT$2.70 (vs NT$2.20 in 3Q 2023)Third quarter 2024 results: EPS: NT$2.70 (up from NT$2.20 in 3Q 2023). Revenue: NT$1.61b (up 8.7% from 3Q 2023). Net income: NT$196.4m (up 22% from 3Q 2023). Profit margin: 12% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Nov 12Now 20% undervaluedOver the last 90 days, the stock has risen 1.2% to NT$172. The fair value is estimated to be NT$216, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Earnings per share has declined by 18%.
お知らせ • Nov 02Anpec Electronics Corporation to Report Q3, 2024 Results on Nov 11, 2024Anpec Electronics Corporation announced that they will report Q3, 2024 results on Nov 11, 2024
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$197, the stock trades at a trailing P/E ratio of 21.6x. Average trailing P/E is 30x in the Semiconductor industry in Taiwan. Total returns to shareholders of 47% over the past three years.
Buy Or Sell Opportunity • Aug 21Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to NT$170. The fair value is estimated to be NT$214, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Earnings per share has declined by 18%.
Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: NT$2.47 (vs NT$1.68 in 2Q 2023)Second quarter 2024 results: EPS: NT$2.47 (up from NT$1.68 in 2Q 2023). Revenue: NT$1.46b (up 11% from 2Q 2023). Net income: NT$179.8m (up 47% from 2Q 2023). Profit margin: 12% (up from 9.3% in 2Q 2023). The increase in margin was driven by higher revenue. 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 4% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Aug 05Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to NT$152. The fair value is estimated to be NT$203, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has declined by 12%.
お知らせ • Aug 02Anpec Electronics Corporation to Report Q2, 2024 Results on Aug 09, 2024Anpec Electronics Corporation announced that they will report Q2, 2024 results on Aug 09, 2024
Declared Dividend • Jul 17Dividend reduced to NT$5.97Dividend of NT$5.97 is 34% lower than last year. Ex-date: 1st August 2024 Payment date: 28th August 2024 Dividend yield will be 3.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 16Anpec Electronics Corporation Announces Cash Dividend, Payable on 28 August 2024Anpec Electronics Corporation announced cash dividend of TWD 444,939,000 for common shares. Ex-rights (Ex-dividend) date: 1 August 2024. Ex-rights (Ex-dividend) record date: August 8, 2024. Payment date of cash dividend distribution: 28 August 2024.
Buy Or Sell Opportunity • Jun 13Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to NT$219. The fair value is estimated to be NT$179, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has declined by 12%.
Buy Or Sell Opportunity • May 22Now 25% overvaluedOver the last 90 days, the stock has fallen 1.8% to NT$220. The fair value is estimated to be NT$177, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has declined by 12%.
Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$2.34 (vs NT$1.00 in 1Q 2023)First quarter 2024 results: EPS: NT$2.34 (up from NT$1.00 in 1Q 2023). Revenue: NT$1.51b (up 37% from 1Q 2023). Net income: NT$170.2m (up 135% from 1Q 2023). Profit margin: 11% (up from 6.5% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
お知らせ • May 03Anpec Electronics Corporation to Report Q1, 2024 Results on May 10, 2024Anpec Electronics Corporation announced that they will report Q1, 2024 results on May 10, 2024
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: NT$7.00 (vs NT$13.30 in FY 2022)Full year 2023 results: EPS: NT$7.00 (down from NT$13.30 in FY 2022). Revenue: NT$5.42b (down 15% from FY 2022). Net income: NT$510.8m (down 47% from FY 2022). Profit margin: 9.4% (down from 15% 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 33% per year, which means it is well ahead of earnings.
お知らせ • Feb 27Anpec Electronics Corporation, Annual General Meeting, Jun 21, 2024Anpec Electronics Corporation, Annual General Meeting, Jun 21, 2024, at 09:00 Taipei Standard Time. Location: No. 6, Duxing 1st Road, Hsinchu City, Hsinchu Science Park Taiwan Agenda: To consider 2023 Business Report and financial statements; to consider 2023 Audit Committee's Review Report; to consider Report on the distribution of directors' remuneration and employees' compensation for 2023; to consider Report on the distribution of cash dividends from earnings for 2023; to consider Distribution of 2023 Retained Earnings; to elect one additional Director; to consider Release the Prohibition on Directors from Participation in Competitive Business; and to consider other issues.
New Risk • Nov 21New 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 5.5% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 135% Cash payout ratio: 169% Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Profit margins are more than 30% lower than last year (8.7% net profit margin).
Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$199, the stock trades at a trailing P/E ratio of 34.1x. Average trailing P/E is 25x in the Semiconductor industry in Taiwan. Total returns to shareholders of 171% over the past three years.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: NT$2.20 (vs NT$3.00 in 3Q 2022)Third quarter 2023 results: EPS: NT$2.20 (down from NT$3.00 in 3Q 2022). Revenue: NT$1.48b (up 7.7% from 3Q 2022). Net income: NT$160.6m (down 26% from 3Q 2022). Profit margin: 11% (down from 16% in 3Q 2022). The decrease in margin was driven by higher 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 29% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Aug 11New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 135% Cash payout ratio: 148% Dividend yield: 6.9% 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: 135% Cash payout ratio: 148% Minor Risk Profit margins are more than 30% lower than last year (10% net profit margin).
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: NT$1.68 (vs NT$5.03 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.68 (down from NT$5.03 in 2Q 2022). Revenue: NT$1.32b (down 36% from 2Q 2022). Net income: NT$122.8m (down 66% from 2Q 2022). Profit margin: 9.3% (down from 18% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 17% per year.
Upcoming Dividend • Jul 21Upcoming dividend of NT$9.00 per share at 5.9% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 25 August 2023. Payout ratio is on the higher end at 90%, and the cash payout ratio is above 100%. Trailing yield: 5.9%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.2%).
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$144, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 17x in the Semiconductor industry in Taiwan. Total returns to shareholders of 138% over the past three years.
Reported Earnings • Mar 02Full year 2022 earnings released: EPS: NT$13.30 (vs NT$12.90 in FY 2021)Full year 2022 results: EPS: NT$13.30 (up from NT$12.90 in FY 2021). Revenue: NT$6.38b (down 5.6% from FY 2021). Net income: NT$963.6m (up 3.7% from FY 2021). Profit margin: 15% (up from 14% 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 43% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$148, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 13x in the Semiconductor industry in Taiwan. Total returns to shareholders of 145% over the past three years.
Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$147, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 12x in the Semiconductor industry in Taiwan. Total returns to shareholders of 117% over the past three years.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$3.00 (vs NT$3.89 in 3Q 2021)Third quarter 2022 results: EPS: NT$3.00 (down from NT$3.89 in 3Q 2021). Revenue: NT$1.37b (down 25% from 3Q 2021). Net income: NT$217.7m (down 22% from 3Q 2021). Profit margin: 16% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$3.00 (vs NT$3.89 in 3Q 2021)Third quarter 2022 results: EPS: NT$3.00 (down from NT$3.89 in 3Q 2021). Revenue: NT$1.37b (down 25% from 3Q 2021). Net income: NT$217.7m (down 22% from 3Q 2021). Profit margin: 16% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$103, the stock trades at a trailing P/E ratio of 6.1x. Average forward P/E is 9x in the Semiconductor industry in Taiwan. Total returns to shareholders of 91% over the past three years.
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$140, the stock trades at a trailing P/E ratio of 8.3x. Average forward P/E is 12x in the Semiconductor industry in Taiwan. Total returns to shareholders of 183% over the past three years.
Reported Earnings • Aug 12Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: NT$5.03 (up from NT$2.82 in 2Q 2021). Revenue: NT$2.05b (up 27% from 2Q 2021). Net income: NT$364.4m (up 80% from 2Q 2021). Profit margin: 18% (up from 13% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$124, the stock trades at a trailing P/E ratio of 8.5x. Average forward P/E is 11x in the Semiconductor industry in Taiwan. Total returns to shareholders of 153% over the past three years.
Upcoming Dividend • Jul 21Upcoming dividend of NT$9.02 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 19 August 2022. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 6.4%. Lower than top quartile of Taiwanese dividend payers (6.7%). Higher than average of industry peers (3.7%).
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$137, the stock trades at a trailing P/E ratio of 9.3x. Average forward P/E is 9x in the Semiconductor industry in Taiwan. Total returns to shareholders of 169% over the past three years.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$168, the stock trades at a trailing P/E ratio of 11.5x. Average forward P/E is 11x in the Semiconductor industry in Taiwan. Total returns to shareholders of 249% over the past three years.
Buying Opportunity • Jun 17Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be NT$226, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 45%.
Reported Earnings • May 13First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: NT$4.27 (up from NT$2.29 in 1Q 2021). Revenue: NT$1.94b (up 28% from 1Q 2021). Net income: NT$308.4m (up 87% from 1Q 2021). Profit margin: 16% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.5%. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 50% per year.
Price Target Changed • Apr 27Price target increased to NT$300Up from NT$100, the current price target is provided by 1 analyst. New target price is 53% above last closing price of NT$196. Stock is up 35% over the past year. The company is forecast to post earnings per share of NT$16.15 for next year compared to NT$12.90 last year.
Board Change • Apr 27No independent 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. No independent directors (8 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$222, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Semiconductor industry in Taiwan. Total returns to shareholders of 307% over the past three years.
お知らせ • Mar 29Anpec Electronics Corporation, Annual General Meeting, Jun 23, 2022Anpec Electronics Corporation, Annual General Meeting, Jun 23, 2022.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$228, the stock trades at a trailing P/E ratio of 21.1x. Average trailing P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 303% over the past three years.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$215, the stock trades at a trailing P/E ratio of 19.8x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 304% over the past three years.
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS NT$3.89 (vs NT$1.74 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.83b (up 25% from 3Q 2020). Net income: NT$280.7m (up 127% from 3Q 2020). Profit margin: 15% (up from 8.4% in 3Q 2020). The increase in margin was driven by higher revenue. 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 46% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS NT$3.89 (vs NT$1.74 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.83b (up 25% from 3Q 2020). Net income: NT$280.7m (up 127% from 3Q 2020). Profit margin: 15% (up from 8.4% in 3Q 2020). The increase in margin was driven by higher revenue. 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 46% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$169, the stock trades at a trailing P/E ratio of 19.4x. Average forward P/E is 14x in the Semiconductor industry in Taiwan. Total returns to shareholders of 247% over the past three years.
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$182, the stock trades at a trailing P/E ratio of 20.5x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 186% over the past three years.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$2.81 (vs NT$1.49 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$1.61b (up 25% from 2Q 2020). Net income: NT$202.4m (up 93% from 2Q 2020). Profit margin: 13% (up from 8.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 26% per year.
Upcoming Dividend • Jul 26Upcoming dividend of NT$5.20 per shareEligible shareholders must have bought the stock before 02 August 2021. Payment date: 20 August 2021. Trailing yield: 2.8%. Lower than top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (2.2%).
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$171, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Semiconductor industry in Taiwan. Total returns to shareholders of 156% over the past three years.
Valuation Update With 7 Day Price Move • May 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$142, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 132% over the past three years.
分析記事 • Mar 31Is Anpec Electronics Corporation (GTSM:6138) Potentially Undervalued?While Anpec Electronics Corporation ( GTSM:6138 ) might not be the most widely known stock at the moment, it led the...
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$143, the stock trades at a trailing P/E ratio of 22.2x. Average trailing P/E is 27x in the Semiconductor industry in Taiwan. Total returns to shareholders of 162% over the past three years.
Reported Earnings • Mar 24Full year 2020 earnings released: EPS NT$6.43 (vs NT$4.90 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$5.39b (up 19% from FY 2019). Net income: NT$456.5m (up 32% from FY 2019). Profit margin: 8.5% (up from 7.6% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$113, the stock is trading at a trailing P/E ratio of 19.5x, up from the previous P/E ratio of 16.6x. This compares to an average P/E of 26x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 111%.
分析記事 • Mar 09Will Anpec Electronics (GTSM:6138) Become A Multi-Bagger?What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$101, the stock is trading at a trailing P/E ratio of 17.4x, up from the previous P/E ratio of 14.9x. 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 101%.
Is New 90 Day High Low • Feb 24New 90-day high: NT$92.20The company is up 7.0% from its price of NT$86.50 on 26 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 33% over the same period.
分析記事 • Feb 16Anpec Electronics (GTSM:6138) Seems To Use Debt Rather SparinglyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Feb 02Declining Stock and Solid Fundamentals: Is The Market Wrong About Anpec Electronics Corporation (GTSM:6138)?It is hard to get excited after looking at Anpec Electronics' (GTSM:6138) recent performance, when its stock has...
Is New 90 Day High Low • Feb 01New 90-day low: NT$79.30The company is down 1.0% from its price of NT$79.70 on 04 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 35% over the same period.
分析記事 • Jan 18Did You Participate In Any Of Anpec Electronics' (GTSM:6138) Incredible 322% Return?When you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...
分析記事 • Dec 31Should Anpec Electronics Corporation (GTSM:6138) Be Part Of Your Dividend Portfolio?Is Anpec Electronics Corporation ( GTSM:6138 ) a good dividend stock? How can we tell? Dividend paying companies with...
分析記事 • Dec 16Is There More To The Story Than Anpec Electronics's (GTSM:6138) Earnings Growth?As a general rule, we think profitable companies are less risky than companies that lose money. However, sometimes...
Is New 90 Day High Low • Dec 08New 90-day high: NT$90.80The company is up 18% from its price of NT$77.10 on 09 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 22% over the same period.
分析記事 • Dec 01We Like Anpec Electronics' (GTSM:6138) Returns And Here's How They're TrendingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS NT$1.74The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2020 results: Revenue: NT$1.46b (up 25% from 3Q 2019). Net income: NT$123.6m (up 17% from 3Q 2019). Profit margin: 8.4% (down from 9.0% 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 12% per year whereas the company’s share price has increased by 9% per year.
Is New 90 Day High Low • Nov 10New 90-day high: NT$84.50The company is up 2.0% from its price of NT$82.60 on 12 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 6.0% over the same period.
Is New 90 Day High Low • Sep 25New 90-day low: NT$75.20The company is down 11% from its price of NT$84.10 on 24 June 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 23% over the same period.
