View ValuationChipbond Technology 将来の成長Future 基準チェック /36Chipbond Technology利益と収益がそれぞれ年間30.4%と12.9%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10.4% 30.5%なると予測されています。主要情報30.4%収益成長率30.51%EPS成長率Semiconductor 収益成長25.9%収益成長率12.9%将来の株主資本利益率10.43%アナリストカバレッジGood最終更新日19 May 2026今後の成長に関する最新情報Price Target Changed • Mar 18Price target increased by 9.8% to NT$61.50Up from NT$56.00, the current price target is an average from 4 analysts. New target price is 14% below last closing price of NT$71.90. Stock is up 8.4% over the past year. The company is forecast to post earnings per share of NT$4.38 for next year compared to NT$3.74 last year.Price Target Changed • Jul 22Price target decreased by 9.2% to NT$56.00Down from NT$61.67, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of NT$55.20. Stock is down 14% over the past year. The company is forecast to post earnings per share of NT$4.29 for next year compared to NT$5.59 last year.Major Estimate Revision • Jul 09Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$22.2b to NT$21.7b. EPS estimate also fell from NT$5.40 per share to NT$4.84 per share. Net income forecast to grow 5.1% next year vs 17% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$58.25 unchanged from last update. Share price was steady at NT$55.20 over the past week.Major Estimate Revision • Aug 16Consensus EPS estimates increase by 16%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from NT$20.6b to NT$19.9b. EPS estimate rose from NT$4.81 to NT$5.58. Net income forecast to grow 4.0% next year vs 30% growth forecast for Semiconductor industry in Taiwan. Consensus price target broadly unchanged at NT$64.94. Share price was steady at NT$65.00 over the past week.Major Estimate Revision • May 03Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from NT$22.1b to NT$20.1b. EPS estimate also fell from NT$5.41 per share to NT$4.85 per share. Net income forecast to shrink 19% next year vs 30% growth forecast for Semiconductor industry in Taiwan . Consensus price target down from NT$66.71 to NT$62.84. Share price was steady at NT$77.30 over the past week.Price Target Changed • Feb 24Price target increased by 8.2% to NT$61.84Up from NT$57.18, the current price target is an average from 9 analysts. New target price is 8.1% below last closing price of NT$67.30. Stock is down 2.3% over the past year. The company is forecast to post earnings per share of NT$7.80 for next year compared to NT$9.00 last year.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$193, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 29x in the Semiconductor industry in Taiwan. Total returns to shareholders of 261% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$79.12 per share.Reported Earnings • May 05First quarter 2026 earnings released: EPS: NT$0.59 (vs NT$0.90 in 1Q 2025)First quarter 2026 results: EPS: NT$0.59 (down from NT$0.90 in 1Q 2025). Revenue: NT$5.76b (up 12% from 1Q 2025). Net income: NT$437.3m (down 35% from 1Q 2025). Profit margin: 7.6% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 40% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$114, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 24x in the Semiconductor industry in Taiwan. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$146 per share.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$76.80, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 23x in the Semiconductor industry in Taiwan. Total returns to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$145 per share.New Risk • Mar 26New 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 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.2% average weekly change). Profit margins are more than 30% lower than last year (13% net profit margin).Price Target Changed • Mar 18Price target increased by 9.8% to NT$61.50Up from NT$56.00, the current price target is an average from 4 analysts. New target price is 14% below last closing price of NT$71.90. Stock is up 8.4% over the past year. The company is forecast to post earnings per share of NT$4.38 for next year compared to NT$3.74 last year.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$61.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 7.7% over the past three years.お知らせ • Mar 02Chipbond Technology Corporation, Annual General Meeting, May 27, 2026Chipbond Technology Corporation, Annual General Meeting, May 27, 2026, at 09:00 Taipei Standard Time. Location: 8 floor no,10, chan yeh 1st rd., hsinchu science park, hsinchu city TaiwanReported Earnings • Feb 27Full year 2025 earnings released: EPS: NT$3.74 (vs NT$5.59 in FY 2024)Full year 2025 results: EPS: NT$3.74 (down from NT$5.59 in FY 2024). Revenue: NT$21.5b (up 5.5% from FY 2024). Net income: NT$2.78b (down 33% from FY 2024). Profit margin: 13% (down from 20% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat 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 fallen by 22% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: NT$1.16 (vs NT$1.32 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.16 (down from NT$1.32 in 3Q 2024). Revenue: NT$5.54b (flat on 3Q 2024). Net income: NT$865.6m (down 12% from 3Q 2024). Profit margin: 16% (down from 18% in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.New Risk • Nov 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 33% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 93% Cash payout ratio: 285% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (13% net profit margin).New Risk • Aug 01New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 93% Cash payout ratio: 264% Dividend yield: 6.8% 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: 93% Cash payout ratio: 264% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (14% net profit margin).Price Target Changed • Jul 22Price target decreased by 9.2% to NT$56.00Down from NT$61.67, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of NT$55.20. Stock is down 14% over the past year. The company is forecast to post earnings per share of NT$4.29 for next year compared to NT$5.59 last year.Buy Or Sell Opportunity • Jul 21Now 20% overvaluedOver the last 90 days, the stock has fallen 5.3% to NT$55.70. The fair value is estimated to be NT$46.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 24%. Revenue is forecast to grow by 2.9% in a year. Earnings are forecast to grow by 5.1% in the next year.Major Estimate Revision • Jul 09Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$22.2b to NT$21.7b. EPS estimate also fell from NT$5.40 per share to NT$4.84 per share. Net income forecast to grow 5.1% next year vs 17% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$58.25 unchanged from last update. Share price was steady at NT$55.20 over the past week.Upcoming Dividend • Jun 10Upcoming dividend of NT$3.75 per shareEligible shareholders must have bought the stock before 17 June 2025. Payment date: 15 July 2025. Payout ratio and cash payout ratio are on the higher end at 78% and 90% respectively. Trailing yield: 5.9%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (2.4%).Board Change • Jun 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Director Oliver Chang was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • May 29Chipbond Technology Corporation Announces Cash Dividend, Payable on July 15, 2025Chipbond Technology Corporation announced Cash dividend issued from earnings distribution: TWD 3.75021151 per share and total amount is TWD 2,792,533,271.Ex-rights (Ex-dividend) date: June 17, 2025. Ex-rights (Ex-dividend) record date: June 23, 2025. Payment date of cash dividend distribution: July 15, 2025.Reported Earnings • Apr 30First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: NT$0.90 (down from NT$1.66 in 1Q 2024). Revenue: NT$5.14b (up 20% from 1Q 2024). Net income: NT$668.4m (down 46% from 1Q 2024). Profit margin: 13% (down from 29% in 1Q 2024). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Apr 18Chipbond Technology Corporation to Report Q1, 2025 Results on Apr 25, 2025Chipbond Technology Corporation announced that they will report Q1, 2025 results on Apr 25, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$56.40, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 7.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$90.83 per share.New Risk • Mar 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Large one-off items impacting financial results.お知らせ • Mar 03Chipbond Technology Corporation, Annual General Meeting, May 28, 2025Chipbond Technology Corporation, Annual General Meeting, May 28, 2025, at 09:00 Taipei Standard Time. Location: 8 floor no,10, chan yeh 1st rd., hsinchu science park, hsinchu city Taiwanお知らせ • Feb 20Chipbond Technology Corporation to Report Fiscal Year 2024 Results on Feb 27, 2025Chipbond Technology Corporation announced that they will report fiscal year 2024 results at 12:00 PM, Taipei Standard Time on Feb 27, 2025New Risk • Nov 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 29% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Large one-off items impacting financial results.Reported Earnings • Nov 05Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: NT$1.32 (down from NT$1.56 in 3Q 2023). Revenue: NT$5.55b (up 7.1% from 3Q 2023). Net income: NT$978.9m (down 15% from 3Q 2023). Profit margin: 18% (down from 22% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Oct 24Chipbond Technology Corporation to Report Q3, 2024 Results on Oct 31, 2024Chipbond Technology Corporation announced that they will report Q3, 2024 results on Oct 31, 2024Major Estimate Revision • Aug 16Consensus EPS estimates increase by 16%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from NT$20.6b to NT$19.9b. EPS estimate rose from NT$4.81 to NT$5.58. Net income forecast to grow 4.0% next year vs 30% growth forecast for Semiconductor industry in Taiwan. Consensus price target broadly unchanged at NT$64.94. Share price was steady at NT$65.00 over the past week.New Risk • Aug 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 29% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Large one-off items impacting financial results.Reported Earnings • Jul 31Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: NT$1.36 (down from NT$1.93 in 2Q 2023). Revenue: NT$5.15b (down 5.8% from 2Q 2023). Net income: NT$1.00b (down 30% from 2Q 2023). Profit margin: 19% (down from 26% in 2Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 81%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Jul 19Chipbond Technology Corporation to Report Q2, 2024 Results on Jul 26, 2024Chipbond Technology Corporation announced that they will report Q2, 2024 results on Jul 26, 2024New Risk • May 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 25% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Large one-off items impacting financial results.Upcoming Dividend • May 16Upcoming dividend of NT$3.75 per shareEligible shareholders must have bought the stock before 23 May 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 61% and the cash payout ratio is 93%. Trailing yield: 4.8%. Within top quartile of Taiwanese dividend payers (4.4%). Higher than average of industry peers (2.2%).お知らせ • May 10+ 1 more updateChipbond Technology Corporation Announces President ChangesChipbond Technology Corporation announced change in the Company's President. Name of the previous position holder: Huoo-Wen Gau. Resume of the previous position holder: President of Chipbond Technology Corp. Name of the new position holder: Cheng-Hung Shih. Resume of the new position holder: Senior Vice President of Chipbond Technology Corp. Circumstances of change: job relocation. Reason for the change:. For operation purpose. Effective date of the new appointment: May 8, 2024.Major Estimate Revision • May 03Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from NT$22.1b to NT$20.1b. EPS estimate also fell from NT$5.41 per share to NT$4.85 per share. Net income forecast to shrink 19% next year vs 30% growth forecast for Semiconductor industry in Taiwan . Consensus price target down from NT$66.71 to NT$62.84. Share price was steady at NT$77.30 over the past week.Reported Earnings • Apr 30First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: NT$1.66 (up from NT$0.90 in 1Q 2023). Revenue: NT$4.28b (down 6.9% from 1Q 2023). Net income: NT$1.23b (up 84% from 1Q 2023). Profit margin: 29% (up from 14% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) exceeded analyst estimates by 136%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Feb 23Full year 2023 earnings released: EPS: NT$5.41 (vs NT$8.41 in FY 2022)Full year 2023 results: EPS: NT$5.41 (down from NT$8.41 in FY 2022). Revenue: NT$20.1b (down 17% from FY 2022). Net income: NT$3.99b (down 36% from FY 2022). Profit margin: 20% (down from 26% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% 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 fallen by 3% per year whereas the company’s share price has remained flat.お知らせ • Jan 05Chipbond Technology Corporation, Annual General Meeting, Apr 30, 2024Chipbond Technology Corporation, Annual General Meeting, Apr 30, 2024. Agenda: To report the business of FY 2023; to consider Audit Committee's review report on the FY 2023 audited financial statements; to report FY 2023 Directors' remuneration and Employees' compensation; to report the proposal for the cash distribution of FY 2023 profits; to accept FY 2023 Business Report and Financial Statements; to accept the proposal for the distribution of FY 2023 profits; to consider Re-election of the members of the Board of Directors; to release non-competition restriction on Directors and representatives.Board Change • Jan 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Director Oliver Chang was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 29Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: NT$1.56 (down from NT$2.14 in 3Q 2022). Revenue: NT$5.18b (down 1.4% from 3Q 2022). Net income: NT$1.15b (down 27% from 3Q 2022). Profit margin: 22% (down from 30% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 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 5% per year whereas the company’s share price has increased by 3% per year.Reported Earnings • Jul 28Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: NT$1.93 (down from NT$2.42 in 2Q 2022). Revenue: NT$5.47b (down 18% from 2Q 2022). Net income: NT$1.42b (down 20% from 2Q 2022). Profit margin: 26% (down from 27% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 42%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 09Upcoming dividend of NT$5.50 per share at 7.9% yieldEligible shareholders must have bought the stock before 16 June 2023. Payment date: 14 July 2023. Payout ratio and cash payout ratio are on the higher end at 79% and 94% respectively. Trailing yield: 7.9%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.3%).お知らせ • Jun 02Chipbond Technology Corporation Announces Cash Dividend, Payable on July 14, 2023Chipbond Technology Corporation announced cash dividend issued from earnings distribution of TWD 2.0 per share and total amount is TWD 1,477,351,078. Cash issued from capital reserve is TWD 3.5 per share and total amount is TWD 2,585,364,387. Payment date of cash dividend distribution is July 14, 2023. Ex-rights (Ex-dividend) date is June 16, 2023. Last date before book closure is June 19, 2023. Book closure starting date is June 20, 2023. Book closure ending date is June 24, 2023. Ex-rights (Ex-dividend) record date is June 24, 2023.Reported Earnings • Mar 01Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: NT$8.41. Revenue: NT$24.0b (down 11% from FY 2021). Net income: NT$6.21b (up 1.2% from FY 2021). Profit margin: 26% (up from 23% in FY 2021). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Taiwan.Price Target Changed • Feb 24Price target increased by 8.2% to NT$61.84Up from NT$57.18, the current price target is an average from 9 analysts. New target price is 8.1% below last closing price of NT$67.30. Stock is down 2.3% over the past year. The company is forecast to post earnings per share of NT$7.80 for next year compared to NT$9.00 last year.Reported Earnings • Oct 30Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: NT$2.14 (down from NT$2.66 in 3Q 2021). Revenue: NT$5.25b (down 26% from 3Q 2021). Net income: NT$1.58b (down 12% from 3Q 2021). Profit margin: 30% (up from 25% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 10%. Earnings per share (EPS) exceeded analyst estimates by 36%. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Price Target Changed • Sep 19Price target decreased to NT$62.91Down from NT$72.07, the current price target is an average from 9 analysts. New target price is 17% above last closing price of NT$53.90. Stock is down 25% over the past year. The company is forecast to post earnings per share of NT$8.04 for next year compared to NT$9.00 last year.Major Estimate Revision • Aug 06Consensus revenue estimates fall by 12%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$27.0b to NT$23.7b. EPS estimate fell from NT$8.17 to NT$7.17 per share. Net income forecast to shrink 21% next year vs 6.9% growth forecast for Semiconductor industry in Taiwan . Consensus price target down from NT$72.07 to NT$68.58. Share price was steady at NT$55.30 over the past week.Reported Earnings • Jul 31Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: NT$2.42 (up from NT$2.15 in 2Q 2021). Revenue: NT$6.63b (down 4.9% from 2Q 2021). Net income: NT$1.79b (up 24% from 2Q 2021). Profit margin: 27% (up from 21% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 18%. Over the next year, revenue is forecast to stay flat compared to a 21% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jul 13Upcoming dividend of NT$6.00 per shareEligible shareholders must have bought the stock before 20 July 2022. Payment date: 12 August 2022. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of Taiwanese dividend payers (6.9%). Higher than average of industry peers (4.0%).お知らせ • Jun 18Chipbond Technology Corporation Announces the Cash Dividend, Payable on August 12, 2022Chipbond Technology Corporation announced the cash dividend is TWD 0.5 per share. and the total amount is TWD 369,337,770. The Cash Distribution from the Capital Surplus is TWD 5.5 per share and the total amount is TWD 4,062,715,464. Ex-rights (Ex-dividend) date is July 20, 2022. Ex-rights (Ex-dividend) record date July 26, 2022. Payment date of cash dividend distribution is August 12, 2022. The Chairman was authorized to decide the Ex-dividend record date according to the resolutions of Board meeting on April 15, 2022.お知らせ • May 28Chipbond Technology Corporation Appoints Oliver Chang as Institutional DirectorChipbond Technology Corporation announced that the appointment of Oliver Chang, Senior Vice President of United Microelectronics Corporation, as institutional director. The effective date of appointment is May 27, 2022.Reported Earnings • May 02First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: NT$2.33 (up from NT$1.82 in 1Q 2021). Revenue: NT$6.74b (up 5.1% from 1Q 2021). Net income: NT$1.72b (up 42% from 1Q 2021). Profit margin: 26% (up from 19% in 1Q 2021). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 4.2%, compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 03Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: NT$9.00 (up from NT$5.61 in FY 2020). Revenue: NT$27.1b (up 22% from FY 2020). Net income: NT$6.14b (up 68% from FY 2020). Profit margin: 23% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 5.3%, compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 26Chipbond Technology Corporation, Annual General Meeting, May 27, 2022Chipbond Technology Corporation, Annual General Meeting, May 27, 2022.Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS NT$2.66 (vs NT$1.55 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$7.11b (up 23% from 3Q 2020). Net income: NT$1.79b (up 76% from 3Q 2020). Profit margin: 25% (up from 18% 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 16% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Aug 05Consensus EPS estimates increase to NT$8.57The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from NT$26.9b to NT$28.1b. EPS estimate increased from NT$7.64 to NT$8.57 per share. Net income forecast to grow 20% next year vs 35% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$83.18 to NT$85.30. Share price rose 9.1% to NT$79.30 over the past week.Reported Earnings • Jul 31Second quarter 2021 earnings released: EPS NT$2.15 (vs NT$1.07 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$6.97b (up 39% from 2Q 2020). Net income: NT$1.44b (up 107% from 2Q 2020). Profit margin: 21% (up from 14% 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 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 14Upcoming dividend of NT$3.80 per shareEligible shareholders must have bought the stock before 21 July 2021. Payment date: 13 August 2021. Trailing yield: 5.1%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.1%).Reported Earnings • May 06First quarter 2021 earnings released: EPS NT$1.81 (vs NT$1.43 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$6.42b (up 21% from 1Q 2020). Net income: NT$1.22b (up 31% from 1Q 2020). Profit margin: 19% (up from 18% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Mar 04Analysts increase revenue estimates to NT$25.9bThe 2021 consensus revenue estimate increased from NT$23.3b. Earning per share (EPS) estimate also increased from NT$6.52 to NT$7.33 for the same period. Net income is expected to grow by 33% next year compared to 36% growth forecast for the Semiconductor industry in Taiwan. The consensus price target increased from NT$77.10 to NT$80.09. Share price stayed mostly flat at NT$75.10 over the past week.お知らせ • Feb 27Chipbond Technology Corporation, Annual General Meeting, Jun 16, 2021Chipbond Technology Corporation, Annual General Meeting, Jun 16, 2021. Location: 8F, No. 10, Zhanye 1st Road, Hsinchu Science Park Hsinchu Taiwan Agenda: To consider 2020 Directors' remuneration and employees' compensation; to consider 2020 business report; to consider 2020 Audit Committee’s Review Report; to consider the proposal for cash distribution of 2020 profits; to adopt 2020 Business Report and Financial Statements; to adopt the proposal for distribution of 2020 profits; to discuss the proposal of cash distribution from capital surplus; to amend the Company's Articles of Incorporation; to amend the Company’s acquisition or Disposal of Assets Procedure; and to amend the company's rules governing shareholders meetings.Reported Earnings • Feb 27Full year 2020 earnings released: EPS NT$5.61 (vs NT$6.28 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: NT$22.3b (up 9.1% from FY 2019). Net income: NT$3.66b (down 11% from FY 2019). Profit margin: 16% (down from 20% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Feb 27Revenue beats expectationsRevenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 6.4%, compared to a 17% growth forecast for the Semiconductor industry in Taiwan.Is New 90 Day High Low • Jan 11New 90-day high: NT$69.30The company is up 13% from its price of NT$61.20 on 14 October 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 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$202 per share.お知らせ • Dec 13Chipbond Technology Corporation Announces Board ChangesChipbond Technology Corporation announced the board resolution to appoint the members of the fifth term of Compensation Committee, effective December 11, 2020. Name and resume of the previous position holder: Independent Director: Cha-Hua Hsu, Chairman of Chilin Optoelectronics Co. Ltd., Independent Director: William Wang, Chairman of Crystalvue Co. Ltd., Independent Director: Ting-Rong Huang, Executive Director of ASIAVEST CAPITAL Co. Ltd. Independent Director: Wen-Feng Cheng, Chairman of BoardTek Electronics Corp. Name and resume of the new position holder: Independent Director: Dang-Hsing Yiu, Director of Macronix International Co. Ltd. Independent Director: Philips Wei, Chairman of Fortune Information System Independent Director:Ting-Rong Huang, Executive Director of ASIAVEST CAPITAL Co. Ltd. Independent Director: Wen-Feng Cheng, Chairman of BoardTek Electronics Corp.お知らせ • Dec 04+ 1 more updateChipbond Technology Corporation Announces Management AppointmentsChipbond Technology Corporation at its special shareholder's Meeting held on December 3, 2020, approved election of GDang-Hsing Yiu, and GPhilips Wei, as Independent directors.Is New 90 Day High Low • Dec 04New 90-day high: NT$66.20The company is up 18% from its price of NT$56.30 on 04 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$168 per share.Analyst Estimate Surprise Post Earnings • Nov 18Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Over the next year, revenue is forecast to grow 6.5%, compared to a 13% growth forecast for the Semiconductor industry in Taiwan.Reported Earnings • Nov 18Third quarter 2020 earnings released: EPS NT$1.55The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$5.77b (up 6.0% from 3Q 2019). Net income: NT$1.02b (down 15% from 3Q 2019). Profit margin: 18% (down from 22% 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 27% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Nov 10New 90-day high: NT$64.90The company is up 13% from its price of NT$57.40 on 12 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$170 per share.Reported Earnings • Nov 06Third quarter 2020 earnings released: EPS NT$1.55The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$5.77b (up 6.0% from 3Q 2019). Net income: NT$1.02b (down 15% from 3Q 2019). Profit margin: 18% (down from 22% 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 27% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Nov 06Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 4.9%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Over the next year, revenue is forecast to grow 4.6%, compared to a 14% growth forecast for the Semiconductor industry in Taiwan.Price Target Changed • Sep 26Price target raised to NT$68.88Up from NT$62.50, the current price target is an average from 9 analysts. The new target price is 12% above the current share price of NT$61.70. As of last close, the stock is up 7.3% over the past year.Price Target Changed • Sep 22Price target raised to NT$66.75Up from NT$60.88, the current price target is an average from 9 analysts. The new target price is 5.8% above the current share price of NT$63.10. As of last close, the stock is up 7.3% over the past year.業績と収益の成長予測TPEX:6147 - 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12/31/202831,4716,2265,3207,700412/31/202728,3884,9914,3696,953512/31/202624,8423,7531,7724,25843/31/202622,0672,544-1,3172,675N/A12/31/202521,4542,775-1,5603,548N/A9/30/202521,4112,8709785,002N/A6/30/202521,4172,9831,0564,610N/A3/31/202521,1963,5753,1015,715N/A12/31/202420,3384,1354,3975,332N/A9/30/202419,7893,9613,5774,447N/A6/30/202419,4194,1364,8896,023N/A3/31/202419,7384,5574,3926,136N/A12/31/202320,0563,9954,3926,619N/A9/30/202320,6364,3593,8296,712N/A6/30/202320,7104,7853,1056,525N/A3/31/202321,8685,1514,7298,451N/A12/31/202224,0106,2096,71910,443N/A9/30/202225,2136,7837,24711,104N/A6/30/202227,0666,9886,90310,683N/A3/31/202227,4086,6435,0609,485N/A12/31/202127,0826,1373,0947,954N/A9/30/202126,6565,4644,4388,902N/A6/30/202125,3234,6933,3577,532N/A3/31/202123,3673,9482,8375,932N/A12/31/202022,2753,6613,5726,174N/A9/30/202021,3713,5552,5165,105N/A6/30/202021,0473,7403,2326,482N/A3/31/202021,0754,0463,1197,172N/A12/31/201920,4194,090N/A8,535N/A9/30/201920,4703,860N/A7,241N/A6/30/201920,3363,629N/A7,264N/A3/31/201919,5463,323N/A7,235N/A12/31/201818,7252,660N/A6,126N/A9/30/201817,7562,674N/A5,669N/A6/30/201816,7692,267N/A4,951N/A3/31/201816,2591,937N/A5,028N/A12/31/201716,0881,756N/A4,859N/A9/30/201716,6221,889N/A5,533N/A6/30/201716,9561,894N/A5,378N/A3/31/201717,2021,921N/A4,697N/A12/31/201617,2561,992N/A4,070N/A9/30/201616,3261,563N/A4,038N/A6/30/201615,9831,692N/A4,661N/A3/31/201616,2801,715N/A5,030N/A12/31/201516,8632,064N/A6,189N/A9/30/201517,4222,499N/A6,537N/A6/30/201517,7902,559N/A6,320N/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: 6147の予測収益成長率 (年間30.4% ) は 貯蓄率 ( 1.3% ) を上回っています。収益対市場: 6147の収益 ( 30.4% ) はTW市場 ( 26.3% ) 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: 6147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: 6147の収益 ( 12.9% ) TW市場 ( 18.8% ) よりも低い成長が予測されています。高い収益成長: 6147の収益 ( 12.9% ) 20%よりも低い成長が予測されています。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: 6147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 ( 10.4 %)。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2026/05/22 19:40終値2026/05/22 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Chipbond Technology Corporation 6 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。21 アナリスト機関Wanping YehBarclaysDaniel HeylerBofA Global ResearchLiyen ChenCapital Securities Corporation18 その他のアナリストを表示
Price Target Changed • Mar 18Price target increased by 9.8% to NT$61.50Up from NT$56.00, the current price target is an average from 4 analysts. New target price is 14% below last closing price of NT$71.90. Stock is up 8.4% over the past year. The company is forecast to post earnings per share of NT$4.38 for next year compared to NT$3.74 last year.
Price Target Changed • Jul 22Price target decreased by 9.2% to NT$56.00Down from NT$61.67, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of NT$55.20. Stock is down 14% over the past year. The company is forecast to post earnings per share of NT$4.29 for next year compared to NT$5.59 last year.
Major Estimate Revision • Jul 09Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$22.2b to NT$21.7b. EPS estimate also fell from NT$5.40 per share to NT$4.84 per share. Net income forecast to grow 5.1% next year vs 17% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$58.25 unchanged from last update. Share price was steady at NT$55.20 over the past week.
Major Estimate Revision • Aug 16Consensus EPS estimates increase by 16%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from NT$20.6b to NT$19.9b. EPS estimate rose from NT$4.81 to NT$5.58. Net income forecast to grow 4.0% next year vs 30% growth forecast for Semiconductor industry in Taiwan. Consensus price target broadly unchanged at NT$64.94. Share price was steady at NT$65.00 over the past week.
Major Estimate Revision • May 03Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from NT$22.1b to NT$20.1b. EPS estimate also fell from NT$5.41 per share to NT$4.85 per share. Net income forecast to shrink 19% next year vs 30% growth forecast for Semiconductor industry in Taiwan . Consensus price target down from NT$66.71 to NT$62.84. Share price was steady at NT$77.30 over the past week.
Price Target Changed • Feb 24Price target increased by 8.2% to NT$61.84Up from NT$57.18, the current price target is an average from 9 analysts. New target price is 8.1% below last closing price of NT$67.30. Stock is down 2.3% over the past year. The company is forecast to post earnings per share of NT$7.80 for next year compared to NT$9.00 last year.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$193, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 29x in the Semiconductor industry in Taiwan. Total returns to shareholders of 261% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$79.12 per share.
Reported Earnings • May 05First quarter 2026 earnings released: EPS: NT$0.59 (vs NT$0.90 in 1Q 2025)First quarter 2026 results: EPS: NT$0.59 (down from NT$0.90 in 1Q 2025). Revenue: NT$5.76b (up 12% from 1Q 2025). Net income: NT$437.3m (down 35% from 1Q 2025). Profit margin: 7.6% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 40% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$114, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 24x in the Semiconductor industry in Taiwan. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$146 per share.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$76.80, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 23x in the Semiconductor industry in Taiwan. Total returns to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$145 per share.
New Risk • Mar 26New 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 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.2% average weekly change). Profit margins are more than 30% lower than last year (13% net profit margin).
Price Target Changed • Mar 18Price target increased by 9.8% to NT$61.50Up from NT$56.00, the current price target is an average from 4 analysts. New target price is 14% below last closing price of NT$71.90. Stock is up 8.4% over the past year. The company is forecast to post earnings per share of NT$4.38 for next year compared to NT$3.74 last year.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$61.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 7.7% over the past three years.
お知らせ • Mar 02Chipbond Technology Corporation, Annual General Meeting, May 27, 2026Chipbond Technology Corporation, Annual General Meeting, May 27, 2026, at 09:00 Taipei Standard Time. Location: 8 floor no,10, chan yeh 1st rd., hsinchu science park, hsinchu city Taiwan
Reported Earnings • Feb 27Full year 2025 earnings released: EPS: NT$3.74 (vs NT$5.59 in FY 2024)Full year 2025 results: EPS: NT$3.74 (down from NT$5.59 in FY 2024). Revenue: NT$21.5b (up 5.5% from FY 2024). Net income: NT$2.78b (down 33% from FY 2024). Profit margin: 13% (down from 20% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat 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 fallen by 22% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: NT$1.16 (vs NT$1.32 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.16 (down from NT$1.32 in 3Q 2024). Revenue: NT$5.54b (flat on 3Q 2024). Net income: NT$865.6m (down 12% from 3Q 2024). Profit margin: 16% (down from 18% in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
New Risk • Nov 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 33% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 93% Cash payout ratio: 285% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (13% net profit margin).
New Risk • Aug 01New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 93% Cash payout ratio: 264% Dividend yield: 6.8% 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: 93% Cash payout ratio: 264% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (14% net profit margin).
Price Target Changed • Jul 22Price target decreased by 9.2% to NT$56.00Down from NT$61.67, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of NT$55.20. Stock is down 14% over the past year. The company is forecast to post earnings per share of NT$4.29 for next year compared to NT$5.59 last year.
Buy Or Sell Opportunity • Jul 21Now 20% overvaluedOver the last 90 days, the stock has fallen 5.3% to NT$55.70. The fair value is estimated to be NT$46.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 24%. Revenue is forecast to grow by 2.9% in a year. Earnings are forecast to grow by 5.1% in the next year.
Major Estimate Revision • Jul 09Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$22.2b to NT$21.7b. EPS estimate also fell from NT$5.40 per share to NT$4.84 per share. Net income forecast to grow 5.1% next year vs 17% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$58.25 unchanged from last update. Share price was steady at NT$55.20 over the past week.
Upcoming Dividend • Jun 10Upcoming dividend of NT$3.75 per shareEligible shareholders must have bought the stock before 17 June 2025. Payment date: 15 July 2025. Payout ratio and cash payout ratio are on the higher end at 78% and 90% respectively. Trailing yield: 5.9%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (2.4%).
Board Change • Jun 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Director Oliver Chang was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • May 29Chipbond Technology Corporation Announces Cash Dividend, Payable on July 15, 2025Chipbond Technology Corporation announced Cash dividend issued from earnings distribution: TWD 3.75021151 per share and total amount is TWD 2,792,533,271.Ex-rights (Ex-dividend) date: June 17, 2025. Ex-rights (Ex-dividend) record date: June 23, 2025. Payment date of cash dividend distribution: July 15, 2025.
Reported Earnings • Apr 30First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: NT$0.90 (down from NT$1.66 in 1Q 2024). Revenue: NT$5.14b (up 20% from 1Q 2024). Net income: NT$668.4m (down 46% from 1Q 2024). Profit margin: 13% (down from 29% in 1Q 2024). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 18Chipbond Technology Corporation to Report Q1, 2025 Results on Apr 25, 2025Chipbond Technology Corporation announced that they will report Q1, 2025 results on Apr 25, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$56.40, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 7.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$90.83 per share.
New Risk • Mar 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Large one-off items impacting financial results.
お知らせ • Mar 03Chipbond Technology Corporation, Annual General Meeting, May 28, 2025Chipbond Technology Corporation, Annual General Meeting, May 28, 2025, at 09:00 Taipei Standard Time. Location: 8 floor no,10, chan yeh 1st rd., hsinchu science park, hsinchu city Taiwan
お知らせ • Feb 20Chipbond Technology Corporation to Report Fiscal Year 2024 Results on Feb 27, 2025Chipbond Technology Corporation announced that they will report fiscal year 2024 results at 12:00 PM, Taipei Standard Time on Feb 27, 2025
New Risk • Nov 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 29% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Large one-off items impacting financial results.
Reported Earnings • Nov 05Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: NT$1.32 (down from NT$1.56 in 3Q 2023). Revenue: NT$5.55b (up 7.1% from 3Q 2023). Net income: NT$978.9m (down 15% from 3Q 2023). Profit margin: 18% (down from 22% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 24Chipbond Technology Corporation to Report Q3, 2024 Results on Oct 31, 2024Chipbond Technology Corporation announced that they will report Q3, 2024 results on Oct 31, 2024
Major Estimate Revision • Aug 16Consensus EPS estimates increase by 16%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from NT$20.6b to NT$19.9b. EPS estimate rose from NT$4.81 to NT$5.58. Net income forecast to grow 4.0% next year vs 30% growth forecast for Semiconductor industry in Taiwan. Consensus price target broadly unchanged at NT$64.94. Share price was steady at NT$65.00 over the past week.
New Risk • Aug 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 29% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Large one-off items impacting financial results.
Reported Earnings • Jul 31Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: NT$1.36 (down from NT$1.93 in 2Q 2023). Revenue: NT$5.15b (down 5.8% from 2Q 2023). Net income: NT$1.00b (down 30% from 2Q 2023). Profit margin: 19% (down from 26% in 2Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 81%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 19Chipbond Technology Corporation to Report Q2, 2024 Results on Jul 26, 2024Chipbond Technology Corporation announced that they will report Q2, 2024 results on Jul 26, 2024
New Risk • May 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 25% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Large one-off items impacting financial results.
Upcoming Dividend • May 16Upcoming dividend of NT$3.75 per shareEligible shareholders must have bought the stock before 23 May 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 61% and the cash payout ratio is 93%. Trailing yield: 4.8%. Within top quartile of Taiwanese dividend payers (4.4%). Higher than average of industry peers (2.2%).
お知らせ • May 10+ 1 more updateChipbond Technology Corporation Announces President ChangesChipbond Technology Corporation announced change in the Company's President. Name of the previous position holder: Huoo-Wen Gau. Resume of the previous position holder: President of Chipbond Technology Corp. Name of the new position holder: Cheng-Hung Shih. Resume of the new position holder: Senior Vice President of Chipbond Technology Corp. Circumstances of change: job relocation. Reason for the change:. For operation purpose. Effective date of the new appointment: May 8, 2024.
Major Estimate Revision • May 03Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from NT$22.1b to NT$20.1b. EPS estimate also fell from NT$5.41 per share to NT$4.85 per share. Net income forecast to shrink 19% next year vs 30% growth forecast for Semiconductor industry in Taiwan . Consensus price target down from NT$66.71 to NT$62.84. Share price was steady at NT$77.30 over the past week.
Reported Earnings • Apr 30First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: NT$1.66 (up from NT$0.90 in 1Q 2023). Revenue: NT$4.28b (down 6.9% from 1Q 2023). Net income: NT$1.23b (up 84% from 1Q 2023). Profit margin: 29% (up from 14% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) exceeded analyst estimates by 136%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 23Full year 2023 earnings released: EPS: NT$5.41 (vs NT$8.41 in FY 2022)Full year 2023 results: EPS: NT$5.41 (down from NT$8.41 in FY 2022). Revenue: NT$20.1b (down 17% from FY 2022). Net income: NT$3.99b (down 36% from FY 2022). Profit margin: 20% (down from 26% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% 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 fallen by 3% per year whereas the company’s share price has remained flat.
お知らせ • Jan 05Chipbond Technology Corporation, Annual General Meeting, Apr 30, 2024Chipbond Technology Corporation, Annual General Meeting, Apr 30, 2024. Agenda: To report the business of FY 2023; to consider Audit Committee's review report on the FY 2023 audited financial statements; to report FY 2023 Directors' remuneration and Employees' compensation; to report the proposal for the cash distribution of FY 2023 profits; to accept FY 2023 Business Report and Financial Statements; to accept the proposal for the distribution of FY 2023 profits; to consider Re-election of the members of the Board of Directors; to release non-competition restriction on Directors and representatives.
Board Change • Jan 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Director Oliver Chang was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 29Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: NT$1.56 (down from NT$2.14 in 3Q 2022). Revenue: NT$5.18b (down 1.4% from 3Q 2022). Net income: NT$1.15b (down 27% from 3Q 2022). Profit margin: 22% (down from 30% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 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 5% per year whereas the company’s share price has increased by 3% per year.
Reported Earnings • Jul 28Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: NT$1.93 (down from NT$2.42 in 2Q 2022). Revenue: NT$5.47b (down 18% from 2Q 2022). Net income: NT$1.42b (down 20% from 2Q 2022). Profit margin: 26% (down from 27% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 42%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 09Upcoming dividend of NT$5.50 per share at 7.9% yieldEligible shareholders must have bought the stock before 16 June 2023. Payment date: 14 July 2023. Payout ratio and cash payout ratio are on the higher end at 79% and 94% respectively. Trailing yield: 7.9%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.3%).
お知らせ • Jun 02Chipbond Technology Corporation Announces Cash Dividend, Payable on July 14, 2023Chipbond Technology Corporation announced cash dividend issued from earnings distribution of TWD 2.0 per share and total amount is TWD 1,477,351,078. Cash issued from capital reserve is TWD 3.5 per share and total amount is TWD 2,585,364,387. Payment date of cash dividend distribution is July 14, 2023. Ex-rights (Ex-dividend) date is June 16, 2023. Last date before book closure is June 19, 2023. Book closure starting date is June 20, 2023. Book closure ending date is June 24, 2023. Ex-rights (Ex-dividend) record date is June 24, 2023.
Reported Earnings • Mar 01Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: NT$8.41. Revenue: NT$24.0b (down 11% from FY 2021). Net income: NT$6.21b (up 1.2% from FY 2021). Profit margin: 26% (up from 23% in FY 2021). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Taiwan.
Price Target Changed • Feb 24Price target increased by 8.2% to NT$61.84Up from NT$57.18, the current price target is an average from 9 analysts. New target price is 8.1% below last closing price of NT$67.30. Stock is down 2.3% over the past year. The company is forecast to post earnings per share of NT$7.80 for next year compared to NT$9.00 last year.
Reported Earnings • Oct 30Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: NT$2.14 (down from NT$2.66 in 3Q 2021). Revenue: NT$5.25b (down 26% from 3Q 2021). Net income: NT$1.58b (down 12% from 3Q 2021). Profit margin: 30% (up from 25% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 10%. Earnings per share (EPS) exceeded analyst estimates by 36%. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Price Target Changed • Sep 19Price target decreased to NT$62.91Down from NT$72.07, the current price target is an average from 9 analysts. New target price is 17% above last closing price of NT$53.90. Stock is down 25% over the past year. The company is forecast to post earnings per share of NT$8.04 for next year compared to NT$9.00 last year.
Major Estimate Revision • Aug 06Consensus revenue estimates fall by 12%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$27.0b to NT$23.7b. EPS estimate fell from NT$8.17 to NT$7.17 per share. Net income forecast to shrink 21% next year vs 6.9% growth forecast for Semiconductor industry in Taiwan . Consensus price target down from NT$72.07 to NT$68.58. Share price was steady at NT$55.30 over the past week.
Reported Earnings • Jul 31Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: NT$2.42 (up from NT$2.15 in 2Q 2021). Revenue: NT$6.63b (down 4.9% from 2Q 2021). Net income: NT$1.79b (up 24% from 2Q 2021). Profit margin: 27% (up from 21% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 18%. Over the next year, revenue is forecast to stay flat compared to a 21% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jul 13Upcoming dividend of NT$6.00 per shareEligible shareholders must have bought the stock before 20 July 2022. Payment date: 12 August 2022. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of Taiwanese dividend payers (6.9%). Higher than average of industry peers (4.0%).
お知らせ • Jun 18Chipbond Technology Corporation Announces the Cash Dividend, Payable on August 12, 2022Chipbond Technology Corporation announced the cash dividend is TWD 0.5 per share. and the total amount is TWD 369,337,770. The Cash Distribution from the Capital Surplus is TWD 5.5 per share and the total amount is TWD 4,062,715,464. Ex-rights (Ex-dividend) date is July 20, 2022. Ex-rights (Ex-dividend) record date July 26, 2022. Payment date of cash dividend distribution is August 12, 2022. The Chairman was authorized to decide the Ex-dividend record date according to the resolutions of Board meeting on April 15, 2022.
お知らせ • May 28Chipbond Technology Corporation Appoints Oliver Chang as Institutional DirectorChipbond Technology Corporation announced that the appointment of Oliver Chang, Senior Vice President of United Microelectronics Corporation, as institutional director. The effective date of appointment is May 27, 2022.
Reported Earnings • May 02First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: NT$2.33 (up from NT$1.82 in 1Q 2021). Revenue: NT$6.74b (up 5.1% from 1Q 2021). Net income: NT$1.72b (up 42% from 1Q 2021). Profit margin: 26% (up from 19% in 1Q 2021). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 4.2%, compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 03Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: NT$9.00 (up from NT$5.61 in FY 2020). Revenue: NT$27.1b (up 22% from FY 2020). Net income: NT$6.14b (up 68% from FY 2020). Profit margin: 23% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 5.3%, compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 26Chipbond Technology Corporation, Annual General Meeting, May 27, 2022Chipbond Technology Corporation, Annual General Meeting, May 27, 2022.
Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS NT$2.66 (vs NT$1.55 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$7.11b (up 23% from 3Q 2020). Net income: NT$1.79b (up 76% from 3Q 2020). Profit margin: 25% (up from 18% 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 16% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Aug 05Consensus EPS estimates increase to NT$8.57The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from NT$26.9b to NT$28.1b. EPS estimate increased from NT$7.64 to NT$8.57 per share. Net income forecast to grow 20% next year vs 35% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$83.18 to NT$85.30. Share price rose 9.1% to NT$79.30 over the past week.
Reported Earnings • Jul 31Second quarter 2021 earnings released: EPS NT$2.15 (vs NT$1.07 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$6.97b (up 39% from 2Q 2020). Net income: NT$1.44b (up 107% from 2Q 2020). Profit margin: 21% (up from 14% 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 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 14Upcoming dividend of NT$3.80 per shareEligible shareholders must have bought the stock before 21 July 2021. Payment date: 13 August 2021. Trailing yield: 5.1%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.1%).
Reported Earnings • May 06First quarter 2021 earnings released: EPS NT$1.81 (vs NT$1.43 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$6.42b (up 21% from 1Q 2020). Net income: NT$1.22b (up 31% from 1Q 2020). Profit margin: 19% (up from 18% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Mar 04Analysts increase revenue estimates to NT$25.9bThe 2021 consensus revenue estimate increased from NT$23.3b. Earning per share (EPS) estimate also increased from NT$6.52 to NT$7.33 for the same period. Net income is expected to grow by 33% next year compared to 36% growth forecast for the Semiconductor industry in Taiwan. The consensus price target increased from NT$77.10 to NT$80.09. Share price stayed mostly flat at NT$75.10 over the past week.
お知らせ • Feb 27Chipbond Technology Corporation, Annual General Meeting, Jun 16, 2021Chipbond Technology Corporation, Annual General Meeting, Jun 16, 2021. Location: 8F, No. 10, Zhanye 1st Road, Hsinchu Science Park Hsinchu Taiwan Agenda: To consider 2020 Directors' remuneration and employees' compensation; to consider 2020 business report; to consider 2020 Audit Committee’s Review Report; to consider the proposal for cash distribution of 2020 profits; to adopt 2020 Business Report and Financial Statements; to adopt the proposal for distribution of 2020 profits; to discuss the proposal of cash distribution from capital surplus; to amend the Company's Articles of Incorporation; to amend the Company’s acquisition or Disposal of Assets Procedure; and to amend the company's rules governing shareholders meetings.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS NT$5.61 (vs NT$6.28 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: NT$22.3b (up 9.1% from FY 2019). Net income: NT$3.66b (down 11% from FY 2019). Profit margin: 16% (down from 20% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 27Revenue beats expectationsRevenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 6.4%, compared to a 17% growth forecast for the Semiconductor industry in Taiwan.
Is New 90 Day High Low • Jan 11New 90-day high: NT$69.30The company is up 13% from its price of NT$61.20 on 14 October 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 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$202 per share.
お知らせ • Dec 13Chipbond Technology Corporation Announces Board ChangesChipbond Technology Corporation announced the board resolution to appoint the members of the fifth term of Compensation Committee, effective December 11, 2020. Name and resume of the previous position holder: Independent Director: Cha-Hua Hsu, Chairman of Chilin Optoelectronics Co. Ltd., Independent Director: William Wang, Chairman of Crystalvue Co. Ltd., Independent Director: Ting-Rong Huang, Executive Director of ASIAVEST CAPITAL Co. Ltd. Independent Director: Wen-Feng Cheng, Chairman of BoardTek Electronics Corp. Name and resume of the new position holder: Independent Director: Dang-Hsing Yiu, Director of Macronix International Co. Ltd. Independent Director: Philips Wei, Chairman of Fortune Information System Independent Director:Ting-Rong Huang, Executive Director of ASIAVEST CAPITAL Co. Ltd. Independent Director: Wen-Feng Cheng, Chairman of BoardTek Electronics Corp.
お知らせ • Dec 04+ 1 more updateChipbond Technology Corporation Announces Management AppointmentsChipbond Technology Corporation at its special shareholder's Meeting held on December 3, 2020, approved election of GDang-Hsing Yiu, and GPhilips Wei, as Independent directors.
Is New 90 Day High Low • Dec 04New 90-day high: NT$66.20The company is up 18% from its price of NT$56.30 on 04 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$168 per share.
Analyst Estimate Surprise Post Earnings • Nov 18Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Over the next year, revenue is forecast to grow 6.5%, compared to a 13% growth forecast for the Semiconductor industry in Taiwan.
Reported Earnings • Nov 18Third quarter 2020 earnings released: EPS NT$1.55The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$5.77b (up 6.0% from 3Q 2019). Net income: NT$1.02b (down 15% from 3Q 2019). Profit margin: 18% (down from 22% 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 27% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Nov 10New 90-day high: NT$64.90The company is up 13% from its price of NT$57.40 on 12 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$170 per share.
Reported Earnings • Nov 06Third quarter 2020 earnings released: EPS NT$1.55The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$5.77b (up 6.0% from 3Q 2019). Net income: NT$1.02b (down 15% from 3Q 2019). Profit margin: 18% (down from 22% 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 27% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Nov 06Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 4.9%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Over the next year, revenue is forecast to grow 4.6%, compared to a 14% growth forecast for the Semiconductor industry in Taiwan.
Price Target Changed • Sep 26Price target raised to NT$68.88Up from NT$62.50, the current price target is an average from 9 analysts. The new target price is 12% above the current share price of NT$61.70. As of last close, the stock is up 7.3% over the past year.
Price Target Changed • Sep 22Price target raised to NT$66.75Up from NT$60.88, the current price target is an average from 9 analysts. The new target price is 5.8% above the current share price of NT$63.10. As of last close, the stock is up 7.3% over the past year.