View Financial HealthAmazing Microelectronic 配当と自社株買い配当金 基準チェック /36Amazing Microelectronicは配当を支払う会社で、現在の利回りは2.7%ですが、利益によって十分にカバーされています。次の支払い日は 25th August, 2026で、権利落ち日は29th July, 2026 。主要情報2.7%配当利回り1.4%バイバック利回り総株主利回り4.1%将来の配当利回りn/a配当成長4.6%次回配当支払日25 Aug 26配当落ち日29 Jul 26一株当たり配当金n/a配当性向71%最近の配当と自社株買いの更新Declared Dividend • Jul 11Dividend reduced to NT$2.22Dividend of NT$2.22 is 30% lower than last year. Ex-date: 29th July 2026 Payment date: 25th August 2026 Dividend yield will be 2.3%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 21% to shift the payout ratio to a potentially unsustainable range, which is more than the 16% EPS decline seen over the last 5 years.Upcoming Dividend • Jul 25Upcoming dividend of NT$3.18 per shareEligible shareholders must have bought the stock before 29 July 2025. Payment date: 25 August 2025. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.1%).Declared Dividend • Jul 11Dividend increased to NT$3.18Dividend of NT$3.18 is 30% higher than last year. Ex-date: 29th July 2025 Payment date: 25th 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 (76% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 16% to shift the payout ratio to a potentially unsustainable range, which is more than the 9.1% EPS decline seen over the last 5 years.Upcoming Dividend • Jul 19Upcoming dividend of NT$2.46 per shareEligible shareholders must have bought the stock before 23 July 2024. Payment date: 23 August 2024. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.0%).Declared Dividend • Jul 05Dividend reduced to NT$2.46Dividend of NT$2.46 is 25% lower than last year. Ex-date: 23rd July 2024 Payment date: 23rd August 2024 Dividend yield will be 2.5%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 35% to shift the payout ratio to a potentially unsustainable range, which is more than the 11% EPS decline seen over the last 5 years.Upcoming Dividend • Jul 18Upcoming dividend of NT$3.27 per share at 2.8% yieldEligible shareholders must have bought the stock before 25 July 2023. Payment date: 25 August 2023. Payout ratio is on the higher end at 87% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Taiwanese dividend payers (5.4%). In line with average of industry peers (3.1%).すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • 12hInvestor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$82.20, the stock trades at a trailing P/E ratio of 26.5x. Average trailing P/E is 47x in the Semiconductor industry in Taiwan. Total loss to shareholders of 22% over the past three years.Declared Dividend • Jul 11Dividend reduced to NT$2.22Dividend of NT$2.22 is 30% lower than last year. Ex-date: 29th July 2026 Payment date: 25th August 2026 Dividend yield will be 2.3%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 21% to shift the payout ratio to a potentially unsustainable range, which is more than the 16% EPS decline seen over the last 5 years.Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$115, the stock trades at a trailing P/E ratio of 37.1x. Average trailing P/E is 48x in the Semiconductor industry in Taiwan. Total returns to shareholders of 14% over the past three years.Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$96.00, the stock trades at a trailing P/E ratio of 31x. Average trailing P/E is 42x in the Semiconductor industry in Taiwan. Total loss to shareholders of 3.8% over the past three years.Reported Earnings • May 16First quarter 2026 earnings released: EPS: NT$0.53 (vs NT$0.61 in 1Q 2025)First quarter 2026 results: EPS: NT$0.53 (down from NT$0.61 in 1Q 2025). Revenue: NT$656.9m (up 13% from 1Q 2025). Net income: NT$52.2m (down 12% from 1Q 2025). Profit margin: 7.9% (down from 10% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$3.18 (vs NT$4.53 in FY 2024)Full year 2025 results: EPS: NT$3.18 (down from NT$4.53 in FY 2024). Revenue: NT$2.46b (down 11% from FY 2024). Net income: NT$310.3m (down 30% from FY 2024). Profit margin: 13% (down from 16% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 09Amazing Microelectronic Corp., Annual General Meeting, Jun 09, 2026Amazing Microelectronic Corp., Annual General Meeting, Jun 09, 2026. Location: b2 floor no,726, chung cheng rd., jhonghe district, new taipei city TaiwanReported Earnings • Nov 16Third quarter 2025 earnings released: EPS: NT$1.26 (vs NT$1.08 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.26 (up from NT$1.08 in 3Q 2024). Revenue: NT$654.6m (down 17% from 3Q 2024). Net income: NT$123.4m (up 16% from 3Q 2024). Profit margin: 19% (up from 14% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$85.50, the stock trades at a trailing P/E ratio of 24.2x. Average trailing P/E is 31x in the Semiconductor industry in Taiwan. Total returns to shareholders of 3.4% over the past three years.New Risk • Oct 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 13% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (90% payout ratio). Share price has been volatile over the past 3 months (6.6% average weekly change).Buy Or Sell Opportunity • Oct 27Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 50% to NT$98.00. The fair value is estimated to be NT$77.40, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Earnings per share has declined by 32%.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$84.10, the stock trades at a trailing P/E ratio of 23.8x. Average trailing P/E is 33x in the Semiconductor industry in Taiwan. Total returns to shareholders of 15% over the past three years.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.59 (vs NT$1.20 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.59 (down from NT$1.20 in 2Q 2024). Revenue: NT$612.1m (down 12% from 2Q 2024). Net income: NT$57.8m (down 51% from 2Q 2024). Profit margin: 9.4% (down from 17% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jul 25Upcoming dividend of NT$3.18 per shareEligible shareholders must have bought the stock before 29 July 2025. Payment date: 25 August 2025. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.1%).Declared Dividend • Jul 11Dividend increased to NT$3.18Dividend of NT$3.18 is 30% higher than last year. Ex-date: 29th July 2025 Payment date: 25th 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 (76% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 16% to shift the payout ratio to a potentially unsustainable range, which is more than the 9.1% EPS decline seen over the last 5 years.お知らせ • Jun 11Amazing Microelectronic Corp. Announces Election of Huang, Jui-Hsiang as Independent Director, Effective June 10, 2025Amazing Microelectronic Corp. announced the election of Huang, Jui-Hsiang as Independent Director, effective June 10, 2025.Reported Earnings • May 17First quarter 2025 earnings released: EPS: NT$0.61 (vs NT$1.00 in 1Q 2024)First quarter 2025 results: EPS: NT$0.61 (down from NT$1.00 in 1Q 2024). Revenue: NT$582.2m (up 2.0% from 1Q 2024). Net income: NT$59.6m (down 39% from 1Q 2024). Profit margin: 10% (down from 17% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.お知らせ • May 01Amazing Microelectronic Corp. to Report Q1, 2025 Results on May 09, 2025Amazing Microelectronic Corp. 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 18%After last week's 18% share price decline to NT$64.50, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 52% over the past three years.Reported Earnings • Mar 19Full year 2024 earnings released: EPS: NT$4.53 (vs NT$4.20 in FY 2023)Full year 2024 results: EPS: NT$4.53 (up from NT$4.20 in FY 2023). Revenue: NT$2.74b (up 4.1% from FY 2023). Net income: NT$444.7m (up 9.7% from FY 2023). Profit margin: 16% (in line with FY 2023). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.お知らせ • Mar 12+ 1 more updateAmazing Microelectronic Corp., Annual General Meeting, Jun 10, 2025Amazing Microelectronic Corp., Annual General Meeting, Jun 10, 2025. Location: b2 floor no,726, chung cheng rd., jhonghe district, new taipei city Taiwanお知らせ • Mar 04Amazing Microelectronic Corp. to Report Fiscal Year 2024 Final Results on Mar 11, 2025Amazing Microelectronic Corp. announced that they will report fiscal year 2024 final results on Mar 11, 2025Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$1.08 (vs NT$1.19 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.08 (down from NT$1.19 in 3Q 2023). Revenue: NT$784.9m (up 17% from 3Q 2023). Net income: NT$106.2m (down 8.4% from 3Q 2023). Profit margin: 14% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.お知らせ • Oct 30Amazing Microelectronic Corp. Announces Demise of Chen Ying-Te, Member of the Audit Committee and Remuneration CommitteeAmazing Microelectronic Corp. announced the unfortunate death of Mr. Chen Ying-Te, a member of the Audit Committee and Remuneration Committee, on October 29, 2024.お知らせ • Oct 29Amazing Microelectronic Corp. to Report Q3, 2024 Results on Nov 05, 2024Amazing Microelectronic Corp. announced that they will report Q3, 2024 results on Nov 05, 2024Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$1.20 (vs NT$1.66 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.20 (down from NT$1.66 in 2Q 2023). Revenue: NT$697.5m (down 7.7% from 2Q 2023). Net income: NT$118.1m (down 27% from 2Q 2023). Profit margin: 17% (down from 22% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Jul 27Amazing Microelectronic Corp. to Report Q2, 2024 Results on Aug 05, 2024Amazing Microelectronic Corp. announced that they will report Q2, 2024 results on Aug 05, 2024Upcoming Dividend • Jul 19Upcoming dividend of NT$2.46 per shareEligible shareholders must have bought the stock before 23 July 2024. Payment date: 23 August 2024. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.0%).Declared Dividend • Jul 05Dividend reduced to NT$2.46Dividend of NT$2.46 is 25% lower than last year. Ex-date: 23rd July 2024 Payment date: 23rd August 2024 Dividend yield will be 2.5%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 35% to shift the payout ratio to a potentially unsustainable range, which is more than the 11% EPS decline seen over the last 5 years.Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$1.00 (vs NT$1.00 in 1Q 2023)First quarter 2024 results: EPS: NT$1.00. Revenue: NT$570.5m (down 5.6% from 1Q 2023). Net income: NT$98.0m (up 2.8% from 1Q 2023). Profit margin: 17% (up from 16% in 1Q 2023). The increase in margin was driven by lower expenses.お知らせ • Mar 14+ 1 more updateAmazing Microelectronic Corp., Annual General Meeting, Jun 11, 2024Amazing Microelectronic Corp., Annual General Meeting, Jun 11, 2024. Location: B2, No.726, Zhongzheng Rd., Zhonghe Dist New Taipei City 235, Taiwan Taipei Taiwan Agenda: To reports the business of 2023; to 2023 Audit Committee's review report; to report the compensations of employees and Directors of 2023; to report the cash dividends from 2023 Earnings; to The execution result of the Private Placement of Common Shares of 2023; to report the amendments to the “Procedures for Ethical Management and Guidelines for Conduct”; to ratify the 2023 Business Report and Audited Financial Statements; to ratify the proposal for distribution of 2023 profits; to approve the proposal for the issuance of Restricted Stock Awards; and to consider other matters if any.New Risk • Aug 17New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 105% Cash payout ratio: 335% Dividend yield: 3.1% 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: 105% Cash payout ratio: 335% Minor Risks Profit margins are more than 30% lower than last year (13% net profit margin). Shareholders have been diluted in the past year (6.5% increase in shares outstanding).Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: NT$1.66 (vs NT$2.36 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.66 (down from NT$2.36 in 2Q 2022). Revenue: NT$755.4m (down 24% from 2Q 2022). Net income: NT$162.7m (down 25% from 2Q 2022). Profit margin: 22% (in line with 2Q 2022). 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 6% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 18Upcoming dividend of NT$3.27 per share at 2.8% yieldEligible shareholders must have bought the stock before 25 July 2023. Payment date: 25 August 2023. Payout ratio is on the higher end at 87% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Taiwanese dividend payers (5.4%). In line with average of industry peers (3.1%).Valuation Update With 7 Day Price Move • Apr 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$103, the stock trades at a trailing P/E ratio of 22x. Average trailing P/E is 16x in the Semiconductor industry in Taiwan. Total returns to shareholders of 45% over the past three years.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$132, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 13x in the Semiconductor industry in Taiwan. Total returns to shareholders of 67% over the past three years.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$103, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 13x in the Semiconductor industry in Taiwan. Total returns to shareholders of 33% over the past three years.Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: NT$1.10 (vs NT$2.75 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.10 (down from NT$2.75 in 3Q 2021). Revenue: NT$537.2m (down 49% from 3Q 2021). Net income: NT$102.2m (down 59% from 3Q 2021). Profit margin: 19% (down from 24% in 3Q 2021). 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 but the company’s share price has only increased by 2% 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 16% share price decline to NT$87.30, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 11x in the Semiconductor industry in Taiwan. Total returns to shareholders of 4.2% over the past three years.Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: NT$2.36 (vs NT$1.69 in 2Q 2021)Second quarter 2022 results: EPS: NT$2.36 (up from NT$1.69 in 2Q 2021). Revenue: NT$999.7m (up 11% from 2Q 2021). Net income: NT$217.4m (up 41% from 2Q 2021). Profit margin: 22% (up from 17% in 2Q 2021). The increase in margin was driven by higher revenue. 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 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Aug 08Upcoming dividend of NT$7.16 per shareEligible shareholders must have bought the stock before 15 August 2022. Payment date: 16 September 2022. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 6.6%. Within top quartile of Taiwanese dividend payers (6.6%). Higher than average of industry peers (3.6%).Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$2.23 (vs NT$2.25 in 1Q 2021)First quarter 2022 results: EPS: NT$2.23. Revenue: NT$887.8m (down 12% from 1Q 2021). Net income: NT$204.3m (flat on 1Q 2021). Profit margin: 23% (up from 20% in 1Q 2021). The increase in margin was driven by lower expenses.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$155, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 142% over the past three years.Buying Opportunity • Apr 06Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be NT$221, 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, while earnings per share has been flat.Buying Opportunity • Mar 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 36%. The fair value is estimated to be NT$221, 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% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Reported Earnings • Nov 16Third quarter 2021 earnings released: EPS NT$2.74 (vs NT$1.78 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.05b (up 21% from 3Q 2020). Net income: NT$251.2m (up 77% from 3Q 2020). Profit margin: 24% (up from 16% 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 2% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$220, the stock trades at a trailing P/E ratio of 29.8x. Average trailing P/E is 20x in the Semiconductor industry in Taiwan. Total returns to shareholders of 272% over the past three years.Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to NT$180, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 19x in the Semiconductor industry in Taiwan. Total returns to shareholders of 173% over the past three years.Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$188, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 20x in the Semiconductor industry in Taiwan. Total returns to shareholders of 150% over the past three years.Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$157, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 86% over the past three years.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS NT$1.69 (vs NT$1.31 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$901.9m (up 23% from 2Q 2020). Net income: NT$153.9m (up 47% from 2Q 2020). Profit margin: 17% (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 fallen by 2% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$174, the stock trades at a trailing P/E ratio of 23.6x. Average trailing P/E is 27x in the Semiconductor industry in Taiwan. Total returns to shareholders of 101% over the past three years.Upcoming Dividend • Jul 26Upcoming dividend of NT$5.03 per shareEligible shareholders must have bought the stock before 02 August 2021. Payment date: 02 September 2021. Trailing yield: 3.0%. 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 19Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$152, the stock trades at a trailing P/E ratio of 20.6x. Average trailing P/E is 23x in the Semiconductor industry in Taiwan. Total returns to shareholders of 93% over the past three years.Reported Earnings • May 18First quarter 2021 earnings released: EPS NT$2.25 (vs NT$1.38 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$1.00b (up 52% from 1Q 2020). Net income: NT$203.4m (up 85% from 1Q 2020). Profit margin: 20% (up from 17% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to NT$132, the stock trades at a trailing P/E ratio of 20.3x. Average trailing P/E is 26x in the Semiconductor industry in Taiwan. Total returns to shareholders of 79% over the past three years.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$167, the stock trades at a trailing P/E ratio of 25.8x. Average trailing P/E is 30x in the Semiconductor industry in Taiwan. Total returns to shareholders of 123% over the past three years.Reported Earnings • Apr 01Full year 2020 earnings released: EPS NT$6.46 (vs NT$6.37 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: NT$3.19b (up 15% from FY 2019). Net income: NT$531.3m (up 5.6% from FY 2019). Profit margin: 17% (down from 18% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$125, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 26x in the Semiconductor industry in Taiwan. Total returns to shareholders of 70% over the past three years.分析記事 • Mar 10Will the Promising Trends At Amazing Microelectronic (GTSM:6411) Continue?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Is New 90 Day High Low • Feb 23New 90-day high: NT$112The company is up 24% from its price of NT$90.20 on 25 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 32% over the same period.分析記事 • Feb 09Does Amazing Microelectronic Corp. (GTSM:6411) Have A Place In Your Dividend Portfolio?Could Amazing Microelectronic Corp. ( GTSM:6411 ) be an attractive dividend share to own for the long haul? Investors...分析記事 • Jan 19Are Strong Financial Prospects The Force That Is Driving The Momentum In Amazing Microelectronic Corp.'s GTSM:6411) Stock?Amazing Microelectronic (GTSM:6411) has had a great run on the share market with its stock up by a significant 24% over...Is New 90 Day High Low • Dec 30New 90-day high: NT$111The company is up 39% from its price of NT$79.60 on 30 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 22% over the same period.分析記事 • Dec 28Shareholders of Amazing Microelectronic (GTSM:6411) Must Be Delighted With Their 392% Total ReturnLong term investing can be life changing when you buy and hold the truly great businesses. While not every stock...Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$106, the stock is trading at a trailing P/E ratio of 17.7x, up from the previous P/E ratio of 15.1x. This compares to an average P/E of 25x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 55%.Is New 90 Day High Low • Dec 09New 90-day high: NT$97.60The company is up 20% from its price of NT$81.00 on 10 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 25% over the same period.分析記事 • Dec 09What Do The Returns At Amazing Microelectronic (GTSM:6411) Mean Going Forward?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...分析記事 • Nov 17We're Not Counting On Amazing Microelectronic (GTSM:6411) To Sustain Its Statutory ProfitabilityAs a general rule, we think profitable companies are less risky than companies that lose money. However, sometimes...Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS NT$1.77The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: NT$870.2m (up 31% from 3Q 2019). Net income: NT$142.3m (up 36% from 3Q 2019). Profit margin: 16% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.配当金の支払いについて今日Jul 17 2026配当落ち日Jul 29 2026配当支払日Aug 25 202627 days 配当落ちから次の11 days 、次の配当を受け取るために購入する。決済の安定と成長配当データの取得安定した配当: 6411の配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 6411の配当金は過去10年間にわたって増加しています。配当利回り対市場Amazing Microelectronic 配当利回り対市場6411 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (6411)2.7%市場下位25% (TW)1.5%市場トップ25% (TW)5.0%業界平均 (Semiconductor)1.0%アナリスト予想 (6411) (最長3年)n/a注目すべき配当: 6411の配当金 ( 2.7% ) はTW市場の配当金支払者の下位 25% ( 1.45% ) よりも高くなっています。高配当: 6411の配当金 ( 2.7% ) はTW市場の配当金支払者の上位 25% ( 4.96% ) と比較すると低いです。株主への利益配当収益カバレッジ: 6411の配当金は、合理的な 配当性向 ( 71.4% ) により、利益によって賄われています。株主配当金キャッシュフローカバレッジ: 6411は高い 現金配当性向 ( 94.6% ) のため、配当金の支払いはキャッシュフローで十分にカバーされていません。高配当企業の発掘7D1Y7D1Y7D1YTW 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/17 20:28終値2026/07/17 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Amazing Microelectronic Corp. 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Peishan LiCapital Securities Corporation
Declared Dividend • Jul 11Dividend reduced to NT$2.22Dividend of NT$2.22 is 30% lower than last year. Ex-date: 29th July 2026 Payment date: 25th August 2026 Dividend yield will be 2.3%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 21% to shift the payout ratio to a potentially unsustainable range, which is more than the 16% EPS decline seen over the last 5 years.
Upcoming Dividend • Jul 25Upcoming dividend of NT$3.18 per shareEligible shareholders must have bought the stock before 29 July 2025. Payment date: 25 August 2025. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.1%).
Declared Dividend • Jul 11Dividend increased to NT$3.18Dividend of NT$3.18 is 30% higher than last year. Ex-date: 29th July 2025 Payment date: 25th 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 (76% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 16% to shift the payout ratio to a potentially unsustainable range, which is more than the 9.1% EPS decline seen over the last 5 years.
Upcoming Dividend • Jul 19Upcoming dividend of NT$2.46 per shareEligible shareholders must have bought the stock before 23 July 2024. Payment date: 23 August 2024. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.0%).
Declared Dividend • Jul 05Dividend reduced to NT$2.46Dividend of NT$2.46 is 25% lower than last year. Ex-date: 23rd July 2024 Payment date: 23rd August 2024 Dividend yield will be 2.5%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 35% to shift the payout ratio to a potentially unsustainable range, which is more than the 11% EPS decline seen over the last 5 years.
Upcoming Dividend • Jul 18Upcoming dividend of NT$3.27 per share at 2.8% yieldEligible shareholders must have bought the stock before 25 July 2023. Payment date: 25 August 2023. Payout ratio is on the higher end at 87% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Taiwanese dividend payers (5.4%). In line with average of industry peers (3.1%).
Valuation Update With 7 Day Price Move • 12hInvestor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$82.20, the stock trades at a trailing P/E ratio of 26.5x. Average trailing P/E is 47x in the Semiconductor industry in Taiwan. Total loss to shareholders of 22% over the past three years.
Declared Dividend • Jul 11Dividend reduced to NT$2.22Dividend of NT$2.22 is 30% lower than last year. Ex-date: 29th July 2026 Payment date: 25th August 2026 Dividend yield will be 2.3%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 21% to shift the payout ratio to a potentially unsustainable range, which is more than the 16% EPS decline seen over the last 5 years.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$115, the stock trades at a trailing P/E ratio of 37.1x. Average trailing P/E is 48x in the Semiconductor industry in Taiwan. Total returns to shareholders of 14% over the past three years.
Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$96.00, the stock trades at a trailing P/E ratio of 31x. Average trailing P/E is 42x in the Semiconductor industry in Taiwan. Total loss to shareholders of 3.8% over the past three years.
Reported Earnings • May 16First quarter 2026 earnings released: EPS: NT$0.53 (vs NT$0.61 in 1Q 2025)First quarter 2026 results: EPS: NT$0.53 (down from NT$0.61 in 1Q 2025). Revenue: NT$656.9m (up 13% from 1Q 2025). Net income: NT$52.2m (down 12% from 1Q 2025). Profit margin: 7.9% (down from 10% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$3.18 (vs NT$4.53 in FY 2024)Full year 2025 results: EPS: NT$3.18 (down from NT$4.53 in FY 2024). Revenue: NT$2.46b (down 11% from FY 2024). Net income: NT$310.3m (down 30% from FY 2024). Profit margin: 13% (down from 16% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 09Amazing Microelectronic Corp., Annual General Meeting, Jun 09, 2026Amazing Microelectronic Corp., Annual General Meeting, Jun 09, 2026. Location: b2 floor no,726, chung cheng rd., jhonghe district, new taipei city Taiwan
Reported Earnings • Nov 16Third quarter 2025 earnings released: EPS: NT$1.26 (vs NT$1.08 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.26 (up from NT$1.08 in 3Q 2024). Revenue: NT$654.6m (down 17% from 3Q 2024). Net income: NT$123.4m (up 16% from 3Q 2024). Profit margin: 19% (up from 14% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$85.50, the stock trades at a trailing P/E ratio of 24.2x. Average trailing P/E is 31x in the Semiconductor industry in Taiwan. Total returns to shareholders of 3.4% over the past three years.
New Risk • Oct 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 13% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (90% payout ratio). Share price has been volatile over the past 3 months (6.6% average weekly change).
Buy Or Sell Opportunity • Oct 27Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 50% to NT$98.00. The fair value is estimated to be NT$77.40, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Earnings per share has declined by 32%.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$84.10, the stock trades at a trailing P/E ratio of 23.8x. Average trailing P/E is 33x in the Semiconductor industry in Taiwan. Total returns to shareholders of 15% over the past three years.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.59 (vs NT$1.20 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.59 (down from NT$1.20 in 2Q 2024). Revenue: NT$612.1m (down 12% from 2Q 2024). Net income: NT$57.8m (down 51% from 2Q 2024). Profit margin: 9.4% (down from 17% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jul 25Upcoming dividend of NT$3.18 per shareEligible shareholders must have bought the stock before 29 July 2025. Payment date: 25 August 2025. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.1%).
Declared Dividend • Jul 11Dividend increased to NT$3.18Dividend of NT$3.18 is 30% higher than last year. Ex-date: 29th July 2025 Payment date: 25th 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 (76% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 16% to shift the payout ratio to a potentially unsustainable range, which is more than the 9.1% EPS decline seen over the last 5 years.
お知らせ • Jun 11Amazing Microelectronic Corp. Announces Election of Huang, Jui-Hsiang as Independent Director, Effective June 10, 2025Amazing Microelectronic Corp. announced the election of Huang, Jui-Hsiang as Independent Director, effective June 10, 2025.
Reported Earnings • May 17First quarter 2025 earnings released: EPS: NT$0.61 (vs NT$1.00 in 1Q 2024)First quarter 2025 results: EPS: NT$0.61 (down from NT$1.00 in 1Q 2024). Revenue: NT$582.2m (up 2.0% from 1Q 2024). Net income: NT$59.6m (down 39% from 1Q 2024). Profit margin: 10% (down from 17% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
お知らせ • May 01Amazing Microelectronic Corp. to Report Q1, 2025 Results on May 09, 2025Amazing Microelectronic Corp. 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 18%After last week's 18% share price decline to NT$64.50, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 52% over the past three years.
Reported Earnings • Mar 19Full year 2024 earnings released: EPS: NT$4.53 (vs NT$4.20 in FY 2023)Full year 2024 results: EPS: NT$4.53 (up from NT$4.20 in FY 2023). Revenue: NT$2.74b (up 4.1% from FY 2023). Net income: NT$444.7m (up 9.7% from FY 2023). Profit margin: 16% (in line with FY 2023). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 12+ 1 more updateAmazing Microelectronic Corp., Annual General Meeting, Jun 10, 2025Amazing Microelectronic Corp., Annual General Meeting, Jun 10, 2025. Location: b2 floor no,726, chung cheng rd., jhonghe district, new taipei city Taiwan
お知らせ • Mar 04Amazing Microelectronic Corp. to Report Fiscal Year 2024 Final Results on Mar 11, 2025Amazing Microelectronic Corp. announced that they will report fiscal year 2024 final results on Mar 11, 2025
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$1.08 (vs NT$1.19 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.08 (down from NT$1.19 in 3Q 2023). Revenue: NT$784.9m (up 17% from 3Q 2023). Net income: NT$106.2m (down 8.4% from 3Q 2023). Profit margin: 14% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 30Amazing Microelectronic Corp. Announces Demise of Chen Ying-Te, Member of the Audit Committee and Remuneration CommitteeAmazing Microelectronic Corp. announced the unfortunate death of Mr. Chen Ying-Te, a member of the Audit Committee and Remuneration Committee, on October 29, 2024.
お知らせ • Oct 29Amazing Microelectronic Corp. to Report Q3, 2024 Results on Nov 05, 2024Amazing Microelectronic Corp. announced that they will report Q3, 2024 results on Nov 05, 2024
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$1.20 (vs NT$1.66 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.20 (down from NT$1.66 in 2Q 2023). Revenue: NT$697.5m (down 7.7% from 2Q 2023). Net income: NT$118.1m (down 27% from 2Q 2023). Profit margin: 17% (down from 22% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 27Amazing Microelectronic Corp. to Report Q2, 2024 Results on Aug 05, 2024Amazing Microelectronic Corp. announced that they will report Q2, 2024 results on Aug 05, 2024
Upcoming Dividend • Jul 19Upcoming dividend of NT$2.46 per shareEligible shareholders must have bought the stock before 23 July 2024. Payment date: 23 August 2024. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.0%).
Declared Dividend • Jul 05Dividend reduced to NT$2.46Dividend of NT$2.46 is 25% lower than last year. Ex-date: 23rd July 2024 Payment date: 23rd August 2024 Dividend yield will be 2.5%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 35% to shift the payout ratio to a potentially unsustainable range, which is more than the 11% EPS decline seen over the last 5 years.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$1.00 (vs NT$1.00 in 1Q 2023)First quarter 2024 results: EPS: NT$1.00. Revenue: NT$570.5m (down 5.6% from 1Q 2023). Net income: NT$98.0m (up 2.8% from 1Q 2023). Profit margin: 17% (up from 16% in 1Q 2023). The increase in margin was driven by lower expenses.
お知らせ • Mar 14+ 1 more updateAmazing Microelectronic Corp., Annual General Meeting, Jun 11, 2024Amazing Microelectronic Corp., Annual General Meeting, Jun 11, 2024. Location: B2, No.726, Zhongzheng Rd., Zhonghe Dist New Taipei City 235, Taiwan Taipei Taiwan Agenda: To reports the business of 2023; to 2023 Audit Committee's review report; to report the compensations of employees and Directors of 2023; to report the cash dividends from 2023 Earnings; to The execution result of the Private Placement of Common Shares of 2023; to report the amendments to the “Procedures for Ethical Management and Guidelines for Conduct”; to ratify the 2023 Business Report and Audited Financial Statements; to ratify the proposal for distribution of 2023 profits; to approve the proposal for the issuance of Restricted Stock Awards; and to consider other matters if any.
New Risk • Aug 17New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 105% Cash payout ratio: 335% Dividend yield: 3.1% 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: 105% Cash payout ratio: 335% Minor Risks Profit margins are more than 30% lower than last year (13% net profit margin). Shareholders have been diluted in the past year (6.5% increase in shares outstanding).
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: NT$1.66 (vs NT$2.36 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.66 (down from NT$2.36 in 2Q 2022). Revenue: NT$755.4m (down 24% from 2Q 2022). Net income: NT$162.7m (down 25% from 2Q 2022). Profit margin: 22% (in line with 2Q 2022). 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 6% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 18Upcoming dividend of NT$3.27 per share at 2.8% yieldEligible shareholders must have bought the stock before 25 July 2023. Payment date: 25 August 2023. Payout ratio is on the higher end at 87% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Taiwanese dividend payers (5.4%). In line with average of industry peers (3.1%).
Valuation Update With 7 Day Price Move • Apr 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$103, the stock trades at a trailing P/E ratio of 22x. Average trailing P/E is 16x in the Semiconductor industry in Taiwan. Total returns to shareholders of 45% over the past three years.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$132, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 13x in the Semiconductor industry in Taiwan. Total returns to shareholders of 67% over the past three years.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$103, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 13x in the Semiconductor industry in Taiwan. Total returns to shareholders of 33% over the past three years.
Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: NT$1.10 (vs NT$2.75 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.10 (down from NT$2.75 in 3Q 2021). Revenue: NT$537.2m (down 49% from 3Q 2021). Net income: NT$102.2m (down 59% from 3Q 2021). Profit margin: 19% (down from 24% in 3Q 2021). 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 but the company’s share price has only increased by 2% 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 16% share price decline to NT$87.30, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 11x in the Semiconductor industry in Taiwan. Total returns to shareholders of 4.2% over the past three years.
Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: NT$2.36 (vs NT$1.69 in 2Q 2021)Second quarter 2022 results: EPS: NT$2.36 (up from NT$1.69 in 2Q 2021). Revenue: NT$999.7m (up 11% from 2Q 2021). Net income: NT$217.4m (up 41% from 2Q 2021). Profit margin: 22% (up from 17% in 2Q 2021). The increase in margin was driven by higher revenue. 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 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 08Upcoming dividend of NT$7.16 per shareEligible shareholders must have bought the stock before 15 August 2022. Payment date: 16 September 2022. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 6.6%. Within top quartile of Taiwanese dividend payers (6.6%). Higher than average of industry peers (3.6%).
Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$2.23 (vs NT$2.25 in 1Q 2021)First quarter 2022 results: EPS: NT$2.23. Revenue: NT$887.8m (down 12% from 1Q 2021). Net income: NT$204.3m (flat on 1Q 2021). Profit margin: 23% (up from 20% in 1Q 2021). The increase in margin was driven by lower expenses.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$155, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 142% over the past three years.
Buying Opportunity • Apr 06Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be NT$221, 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, while earnings per share has been flat.
Buying Opportunity • Mar 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 36%. The fair value is estimated to be NT$221, 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% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Reported Earnings • Nov 16Third quarter 2021 earnings released: EPS NT$2.74 (vs NT$1.78 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.05b (up 21% from 3Q 2020). Net income: NT$251.2m (up 77% from 3Q 2020). Profit margin: 24% (up from 16% 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 2% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$220, the stock trades at a trailing P/E ratio of 29.8x. Average trailing P/E is 20x in the Semiconductor industry in Taiwan. Total returns to shareholders of 272% over the past three years.
Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to NT$180, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 19x in the Semiconductor industry in Taiwan. Total returns to shareholders of 173% over the past three years.
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$188, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 20x in the Semiconductor industry in Taiwan. Total returns to shareholders of 150% over the past three years.
Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$157, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 86% over the past three years.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS NT$1.69 (vs NT$1.31 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$901.9m (up 23% from 2Q 2020). Net income: NT$153.9m (up 47% from 2Q 2020). Profit margin: 17% (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 fallen by 2% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$174, the stock trades at a trailing P/E ratio of 23.6x. Average trailing P/E is 27x in the Semiconductor industry in Taiwan. Total returns to shareholders of 101% over the past three years.
Upcoming Dividend • Jul 26Upcoming dividend of NT$5.03 per shareEligible shareholders must have bought the stock before 02 August 2021. Payment date: 02 September 2021. Trailing yield: 3.0%. 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 19Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$152, the stock trades at a trailing P/E ratio of 20.6x. Average trailing P/E is 23x in the Semiconductor industry in Taiwan. Total returns to shareholders of 93% over the past three years.
Reported Earnings • May 18First quarter 2021 earnings released: EPS NT$2.25 (vs NT$1.38 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$1.00b (up 52% from 1Q 2020). Net income: NT$203.4m (up 85% from 1Q 2020). Profit margin: 20% (up from 17% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to NT$132, the stock trades at a trailing P/E ratio of 20.3x. Average trailing P/E is 26x in the Semiconductor industry in Taiwan. Total returns to shareholders of 79% over the past three years.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$167, the stock trades at a trailing P/E ratio of 25.8x. Average trailing P/E is 30x in the Semiconductor industry in Taiwan. Total returns to shareholders of 123% over the past three years.
Reported Earnings • Apr 01Full year 2020 earnings released: EPS NT$6.46 (vs NT$6.37 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: NT$3.19b (up 15% from FY 2019). Net income: NT$531.3m (up 5.6% from FY 2019). Profit margin: 17% (down from 18% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$125, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 26x in the Semiconductor industry in Taiwan. Total returns to shareholders of 70% over the past three years.
分析記事 • Mar 10Will the Promising Trends At Amazing Microelectronic (GTSM:6411) Continue?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Is New 90 Day High Low • Feb 23New 90-day high: NT$112The company is up 24% from its price of NT$90.20 on 25 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 32% over the same period.
分析記事 • Feb 09Does Amazing Microelectronic Corp. (GTSM:6411) Have A Place In Your Dividend Portfolio?Could Amazing Microelectronic Corp. ( GTSM:6411 ) be an attractive dividend share to own for the long haul? Investors...
分析記事 • Jan 19Are Strong Financial Prospects The Force That Is Driving The Momentum In Amazing Microelectronic Corp.'s GTSM:6411) Stock?Amazing Microelectronic (GTSM:6411) has had a great run on the share market with its stock up by a significant 24% over...
Is New 90 Day High Low • Dec 30New 90-day high: NT$111The company is up 39% from its price of NT$79.60 on 30 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 22% over the same period.
分析記事 • Dec 28Shareholders of Amazing Microelectronic (GTSM:6411) Must Be Delighted With Their 392% Total ReturnLong term investing can be life changing when you buy and hold the truly great businesses. While not every stock...
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$106, the stock is trading at a trailing P/E ratio of 17.7x, up from the previous P/E ratio of 15.1x. This compares to an average P/E of 25x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 55%.
Is New 90 Day High Low • Dec 09New 90-day high: NT$97.60The company is up 20% from its price of NT$81.00 on 10 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 25% over the same period.
分析記事 • Dec 09What Do The Returns At Amazing Microelectronic (GTSM:6411) Mean Going Forward?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
分析記事 • Nov 17We're Not Counting On Amazing Microelectronic (GTSM:6411) To Sustain Its Statutory ProfitabilityAs a general rule, we think profitable companies are less risky than companies that lose money. However, sometimes...
Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS NT$1.77The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: NT$870.2m (up 31% from 3Q 2019). Net income: NT$142.3m (up 36% from 3Q 2019). Profit margin: 16% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.