View ValuationYield Microelectronics 将来の成長Future 基準チェック /36Yield Microelectronics利益と収益がそれぞれ年間54.8%と13%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15% 28.3%なると予測されています。主要情報54.8%収益成長率28.32%EPS成長率Semiconductor 収益成長25.2%収益成長率13.0%将来の株主資本利益率15.00%アナリストカバレッジLow最終更新日21 Jan 2026今後の成長に関する最新情報Price Target Changed • Jan 22Price target decreased by 27% to NT$110Down from NT$151, the current price target is provided by 1 analyst. New target price is 17% above last closing price of NT$94.40. Stock is down 1.3% over the past year. The company is forecast to post earnings per share of NT$1.88 for next year compared to NT$0.96 last year.すべての更新を表示Recent updatesUpcoming Dividend • Mar 22Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 26 March 2026. Payment date: 23 April 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.1%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (1.4%).Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$0.58 (vs NT$0.96 in FY 2024)Full year 2025 results: EPS: NT$0.58 (down from NT$0.96 in FY 2024). Revenue: NT$230.0m (up 2.3% from FY 2024). Net income: NT$17.1m (down 38% from FY 2024). Profit margin: 7.5% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Declared Dividend • Mar 08Dividend of NT$1.00 announcedShareholders will receive a dividend of NT$1.00. Ex-date: 26th March 2026 Payment date: 23rd April 2026 Dividend yield will be 1.1%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (142% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 46 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 57% to bring the payout ratio under control. EPS is expected to grow by 41% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Mar 06Yield Microelectronics Corp. announces Annual dividend, payable on April 23, 2026Yield Microelectronics Corp. announced Annual dividend of TWD 0.5300 per share payable on April 23, 2026, ex-date on March 26, 2026 and record date on March 27, 2026.お知らせ • Mar 05Yield Microelectronics Corp., Annual General Meeting, May 26, 2026Yield Microelectronics Corp., Annual General Meeting, May 26, 2026. Location: 2 floor no,26, t`ai yuan st., jhubei city, hsinchu county TaiwanPrice Target Changed • Jan 22Price target decreased by 27% to NT$110Down from NT$151, the current price target is provided by 1 analyst. New target price is 17% above last closing price of NT$94.40. Stock is down 1.3% over the past year. The company is forecast to post earnings per share of NT$1.88 for next year compared to NT$0.96 last year.Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$0.31 (vs NT$0.51 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.31 (down from NT$0.51 in 3Q 2024). Revenue: NT$67.5m (down 4.6% from 3Q 2024). Net income: NT$9.14m (down 41% from 3Q 2024). Profit margin: 14% (down from 22% in 3Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 09Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: NT$0.18 loss per share (further deteriorated from NT$0.14 loss in 2Q 2024). Revenue: NT$45.0m (flat on 2Q 2024). Net loss: NT$5.27m (loss widened 28% from 2Q 2024). Revenue missed analyst estimates by 44%. Earnings per share (EPS) were also behind analyst expectations. Over the last 3 years on average, earnings per share has fallen by 37% 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 • May 14Yield Microelectronics Corp. Approves Board AppointmentsYield Microelectronics Corp. held its 2025 Annual General Shareholders Meeting on May 13, 2025. During the meeting, important resolutions were passed, including the election of new directors and independent directors. The newly elected directors are Huang, Wen-Chien, Chen, Hung-Wen, Chen, Yung-Hua, Wei, Ya-An, and Cheng, Yueh-Shu. The newly elected independent directors are Pan, Yen-Min, Wu, Ching-Yi, Lin, Yueh-Hsia, and Li, Chan-Nan.New Risk • May 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 12% Last year net profit margin: 19% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (42% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (12% net profit margin). Market cap is less than US$100m (NT$2.22b market cap, or US$73.6m).Reported Earnings • May 09First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: NT$0.51. Revenue: NT$69.6m (up 16% from 1Q 2024). Net income: NT$15.0m (flat on 1Q 2024). Profit margin: 22% (down from 25% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 18%.お知らせ • May 01Yield Microelectronics Corp. to Report Q1, 2025 Results on May 07, 2025Yield Microelectronics Corp. announced that they will report Q1, 2025 results on May 07, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$72.40, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total loss to shareholders of 13% over the past three years.Reported Earnings • Mar 12Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: NT$0.98 (down from NT$1.19 in FY 2023). Revenue: NT$224.7m (up 20% from FY 2023). Net income: NT$27.8m (down 13% from FY 2023). Profit margin: 12% (down from 17% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates by 42%. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Declared Dividend • Feb 27Dividend reduced to NT$0.99Dividend of NT$0.99 is 1.0% lower than last year. Ex-date: 13th March 2025 Payment date: 15th April 2025 Dividend yield will be 1.0%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio) nor is it covered by cash flows (120% cash payout ratio). The dividend has remained flat since 3 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 5.8% to bring the payout ratio under control. EPS is expected to grow by 57% over the next year, which is sufficient to bring the dividend into a sustainable range.お知らせ • Feb 26+ 1 more updateYield Microelectronics Corp. announces Annual dividend, payable on April 15, 2025Yield Microelectronics Corp. announced Annual dividend of TWD 0.9900 per share payable on April 15, 2025, ex-date on March 13, 2025 and record date on March 14, 2025.お知らせ • Feb 18Yield Microelectronics Corp. to Report Fiscal Year 2024 Results on Feb 25, 2025Yield Microelectronics Corp. announced that they will report fiscal year 2024 results on Feb 25, 2025分析記事 • Jan 06Be Wary Of Yield Microelectronics (TWSE:6423) And Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Reported Earnings • Nov 10Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: NT$0.52 (down from NT$0.63 in 3Q 2023). Revenue: NT$70.7m (up 20% from 3Q 2023). Net income: NT$15.4m (down 8.5% from 3Q 2023). Profit margin: 22% (down from 28% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 49%. Revenue is forecast to grow 23% p.a. on average during the next 2 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 9% 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.Reported Earnings • Aug 14Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: NT$0.15 loss per share (down from NT$0.12 profit in 2Q 2023). Revenue: NT$45.0m (up 13% from 2Q 2023). Net loss: NT$4.12m (down 229% from profit in 2Q 2023). Revenue missed analyst estimates by 32%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 31Yield Microelectronics Corp. to Report Q2, 2024 Results on Aug 07, 2024Yield Microelectronics Corp. announced that they will report Q2, 2024 results on Aug 07, 2024Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.56 (vs NT$0.23 in 1Q 2023)First quarter 2024 results: EPS: NT$0.56 (up from NT$0.23 in 1Q 2023). Revenue: NT$59.9m (up 40% from 1Q 2023). Net income: NT$14.9m (up 145% from 1Q 2023). Profit margin: 25% (up from 14% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 18Full year 2023 earnings released: EPS: NT$1.19 (vs NT$2.72 in FY 2022)Full year 2023 results: EPS: NT$1.19 (down from NT$2.72 in FY 2022). Revenue: NT$187.4m (down 18% from FY 2022). Net income: NT$32.0m (down 56% from FY 2022). Profit margin: 17% (down from 32% in FY 2022). Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 32% per year.Upcoming Dividend • Mar 14Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 23 April 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 0.8%. Lower than top quartile of Taiwanese dividend payers (4.8%). Lower than average of industry peers (2.4%).お知らせ • Mar 06Yield Microelectronics Corp., Annual General Meeting, May 21, 2024Yield Microelectronics Corp., Annual General Meeting, May 21, 2024.New Risk • Nov 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 21% Last year net profit margin: 32% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Profit margins are more than 30% lower than last year (21% net profit margin).Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$123, the stock trades at a trailing P/E ratio of 58.3x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 169% over the past three years.New Risk • Nov 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 5.7% 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 Share price has been volatile over the past 3 months (5.7% average weekly change). Market cap is less than US$100m (NT$3.19b market cap, or US$98.6m).Reported Earnings • Aug 15First half 2023 earnings released: EPS: NT$0.46 (vs NT$1.07 in 1H 2022)First half 2023 results: EPS: NT$0.46 (down from NT$1.07 in 1H 2022). Revenue: NT$85.6m (down 14% from 1H 2022). Net income: NT$12.2m (down 57% from 1H 2022). Profit margin: 14% (down from 29% in 1H 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 23Upcoming dividend of NT$2.50 per share at 2.1% yieldEligible shareholders must have bought the stock before 30 June 2023. Payment date: 04 August 2023. Payout ratio is on the higher end at 92%, however this is supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (3.2%).Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$105, the stock trades at a trailing P/E ratio of 38.4x. Average trailing P/E is 17x in the Semiconductor industry in Taiwan. Total returns to shareholders of 170% over the past three years.Reported Earnings • Apr 15Full year 2022 earnings released: EPS: NT$2.72 (vs NT$1.44 in FY 2021)Full year 2022 results: EPS: NT$2.72 (up from NT$1.44 in FY 2021). Revenue: NT$229.4m (up 36% from FY 2021). Net income: NT$73.0m (up 89% from FY 2021). Profit margin: 32% (up from 23% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 50% per year whereas the company’s share price has increased by 52% per year.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$140, the stock trades at a trailing P/E ratio of 76.2x. Average trailing P/E is 14x in the Semiconductor industry in Taiwan. Total returns to shareholders of 213% over the past three years.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$106, the stock trades at a trailing P/E ratio of 57.4x. Average trailing P/E is 12x in the Semiconductor industry in Taiwan. Total returns to shareholders of 128% over the past three years.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$81.60, the stock trades at a trailing P/E ratio of 44.4x. Average trailing P/E is 11x in the Semiconductor industry in Taiwan. Total returns to shareholders of 56% over the past three years.Valuation Update With 7 Day Price Move • May 06Investor sentiment improved over the past weekAfter last week's 37% share price gain to NT$98.00, the stock trades at a trailing P/E ratio of 68.1x. Average trailing P/E is 16x in the Semiconductor industry in Taiwan. Total returns to shareholders of 42% over the past three years.Reported Earnings • Apr 27Full year 2021 earnings released: EPS: NT$1.44 (vs NT$0.59 in FY 2020)Full year 2021 results: EPS: NT$1.44 (up from NT$0.59 in FY 2020). Revenue: NT$168.2m (up 31% from FY 2020). Net income: NT$38.6m (up 145% from FY 2020). Profit margin: 23% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.お知らせ • Apr 02Yield Microelectronics Corp., Annual General Meeting, Jun 23, 2022Yield Microelectronics Corp., Annual General Meeting, Jun 23, 2022.Reported Earnings • Aug 18First half 2021 earnings released: EPS NT$0.67 (vs NT$0.61 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2021 results: Revenue: NT$81.1m (up 15% from 1H 2020). Net income: NT$17.9m (up 8.9% from 1H 2020). Profit margin: 22% (down from 23% in 1H 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 20Full year 2020 earnings released: EPS NT$0.59 (vs NT$0.74 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$128.4m (down 3.8% from FY 2019). Net income: NT$15.8m (down 21% from FY 2019). Profit margin: 12% (down from 15% in FY 2019). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improved over the past weekAfter last week's 25% share price gain to NT$56.70, the stock is trading at a trailing P/E ratio of 64x, up from the previous P/E ratio of 51.3x. This compares to an average P/E of 28x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 5.0%.Is New 90 Day High Low • Feb 17New 90-day low: NT$45.45The company is down 7.0% from its price of NT$48.80 on 19 November 2020. The Taiwanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 28% over the same period.分析記事 • Feb 02Yield Microelectronics Corp.'s (GTSM:6423) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Yield Microelectronics (GTSM:6423) has had a great run on the share market with its stock up by a significant 17% over...分析記事 • Dec 09If You Had Bought Yield Microelectronics (GTSM:6423) Shares Five Years Ago You'd Have Earned 10% ReturnsIf you buy and hold a stock for many years, you'd hope to be making a profit. Better yet, you'd like to see the share...Is New 90 Day High Low • Dec 09New 90-day high: NT$55.90The company is up 29% from its price of NT$43.50 on 10 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 25% over the same period.Is New 90 Day High Low • Nov 20New 90-day high: NT$50.60The company is up 4.0% from its price of NT$48.55 on 21 August 2020. The Taiwanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 16% over the same period.Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 21% share price gain to NT$48.80, the stock is trading at a trailing P/E ratio of 55.1x, up from the previous P/E ratio of 45.5x. This compares to an average P/E of 22x in the Semiconductor industry in Taiwan. Total return to shareholders over the past three years is a loss of 16%.Is New 90 Day High Low • Oct 12New 90-day low: NT$40.85The company is down 30% from its price of NT$58.00 on 14 July 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 19% over the same period.Is New 90 Day High Low • Sep 25New 90-day low: NT$41.35The company is down 38% from its price of NT$66.40 on 24 June 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 23% over the same period.業績と収益の成長予測TPEX:6423 - 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12/31/20273006977153212/31/20262765550119212/31/202523017-22570N/A9/30/202523120-6957N/A6/30/2025234272486N/A3/31/2025234281574N/A12/31/202422528973N/A9/30/2024218292483N/A6/30/2024207312667N/A3/31/2024202382559N/A12/31/2023187323358N/A9/30/2023206444562N/A6/30/2023215578189N/A3/31/2023225687993N/A12/31/20222297394109N/A9/30/2022212688393N/A6/30/2022187494968N/A3/31/2022177444562N/A12/31/2021168394256N/A9/30/2021154284152N/A6/30/2021139174049N/A3/31/2021134163343N/A12/31/2020128162537N/A9/30/2020131202134N/A6/30/2020134241732N/A3/31/2020134221435N/A12/31/2019133201238N/A9/30/201913323N/A41N/A6/30/201913327N/A45N/A3/31/201912525N/A36N/A12/31/201811823N/A27N/A9/30/20181128N/A20N/A6/30/2018106-8N/A14N/A3/31/201898-13N/A15N/A12/31/201790-19N/A17N/A9/30/201784-11N/A14N/A6/30/201778-3N/A12N/A3/31/2017780N/A15N/A12/31/2016783N/A19N/A9/30/2016753N/A12N/A6/30/2016723N/A6N/A3/31/201664-5N/A-4N/A12/31/201556-13N/A-13N/A9/30/201552-20N/A-16N/A6/30/201547-26N/A-18N/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: 6423の予測収益成長率 (年間54.8% ) は 貯蓄率 ( 1.3% ) を上回っています。収益対市場: 6423の収益 ( 54.8% ) はTW市場 ( 25.2% ) 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: 6423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: 6423の収益 ( 13% ) TW市場 ( 18.2% ) よりも低い成長が予測されています。高い収益成長: 6423の収益 ( 13% ) 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: 6423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 ( 15 %)。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2026/05/06 04:39終値2026/05/06 00:00収益2025/12/31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Yield Microelectronics Corp. 2 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。2 アナリスト機関Liyen ChenCapital Securities CorporationZhixuan HsuKGI Securities Co. Ltd.
Price Target Changed • Jan 22Price target decreased by 27% to NT$110Down from NT$151, the current price target is provided by 1 analyst. New target price is 17% above last closing price of NT$94.40. Stock is down 1.3% over the past year. The company is forecast to post earnings per share of NT$1.88 for next year compared to NT$0.96 last year.
Upcoming Dividend • Mar 22Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 26 March 2026. Payment date: 23 April 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.1%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (1.4%).
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$0.58 (vs NT$0.96 in FY 2024)Full year 2025 results: EPS: NT$0.58 (down from NT$0.96 in FY 2024). Revenue: NT$230.0m (up 2.3% from FY 2024). Net income: NT$17.1m (down 38% from FY 2024). Profit margin: 7.5% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Declared Dividend • Mar 08Dividend of NT$1.00 announcedShareholders will receive a dividend of NT$1.00. Ex-date: 26th March 2026 Payment date: 23rd April 2026 Dividend yield will be 1.1%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (142% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 46 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 57% to bring the payout ratio under control. EPS is expected to grow by 41% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Mar 06Yield Microelectronics Corp. announces Annual dividend, payable on April 23, 2026Yield Microelectronics Corp. announced Annual dividend of TWD 0.5300 per share payable on April 23, 2026, ex-date on March 26, 2026 and record date on March 27, 2026.
お知らせ • Mar 05Yield Microelectronics Corp., Annual General Meeting, May 26, 2026Yield Microelectronics Corp., Annual General Meeting, May 26, 2026. Location: 2 floor no,26, t`ai yuan st., jhubei city, hsinchu county Taiwan
Price Target Changed • Jan 22Price target decreased by 27% to NT$110Down from NT$151, the current price target is provided by 1 analyst. New target price is 17% above last closing price of NT$94.40. Stock is down 1.3% over the past year. The company is forecast to post earnings per share of NT$1.88 for next year compared to NT$0.96 last year.
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$0.31 (vs NT$0.51 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.31 (down from NT$0.51 in 3Q 2024). Revenue: NT$67.5m (down 4.6% from 3Q 2024). Net income: NT$9.14m (down 41% from 3Q 2024). Profit margin: 14% (down from 22% in 3Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 09Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: NT$0.18 loss per share (further deteriorated from NT$0.14 loss in 2Q 2024). Revenue: NT$45.0m (flat on 2Q 2024). Net loss: NT$5.27m (loss widened 28% from 2Q 2024). Revenue missed analyst estimates by 44%. Earnings per share (EPS) were also behind analyst expectations. Over the last 3 years on average, earnings per share has fallen by 37% 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 • May 14Yield Microelectronics Corp. Approves Board AppointmentsYield Microelectronics Corp. held its 2025 Annual General Shareholders Meeting on May 13, 2025. During the meeting, important resolutions were passed, including the election of new directors and independent directors. The newly elected directors are Huang, Wen-Chien, Chen, Hung-Wen, Chen, Yung-Hua, Wei, Ya-An, and Cheng, Yueh-Shu. The newly elected independent directors are Pan, Yen-Min, Wu, Ching-Yi, Lin, Yueh-Hsia, and Li, Chan-Nan.
New Risk • May 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 12% Last year net profit margin: 19% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (42% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (12% net profit margin). Market cap is less than US$100m (NT$2.22b market cap, or US$73.6m).
Reported Earnings • May 09First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: NT$0.51. Revenue: NT$69.6m (up 16% from 1Q 2024). Net income: NT$15.0m (flat on 1Q 2024). Profit margin: 22% (down from 25% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 18%.
お知らせ • May 01Yield Microelectronics Corp. to Report Q1, 2025 Results on May 07, 2025Yield Microelectronics Corp. announced that they will report Q1, 2025 results on May 07, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$72.40, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total loss to shareholders of 13% over the past three years.
Reported Earnings • Mar 12Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: NT$0.98 (down from NT$1.19 in FY 2023). Revenue: NT$224.7m (up 20% from FY 2023). Net income: NT$27.8m (down 13% from FY 2023). Profit margin: 12% (down from 17% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates by 42%. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Declared Dividend • Feb 27Dividend reduced to NT$0.99Dividend of NT$0.99 is 1.0% lower than last year. Ex-date: 13th March 2025 Payment date: 15th April 2025 Dividend yield will be 1.0%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio) nor is it covered by cash flows (120% cash payout ratio). The dividend has remained flat since 3 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 5.8% to bring the payout ratio under control. EPS is expected to grow by 57% over the next year, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Feb 26+ 1 more updateYield Microelectronics Corp. announces Annual dividend, payable on April 15, 2025Yield Microelectronics Corp. announced Annual dividend of TWD 0.9900 per share payable on April 15, 2025, ex-date on March 13, 2025 and record date on March 14, 2025.
お知らせ • Feb 18Yield Microelectronics Corp. to Report Fiscal Year 2024 Results on Feb 25, 2025Yield Microelectronics Corp. announced that they will report fiscal year 2024 results on Feb 25, 2025
分析記事 • Jan 06Be Wary Of Yield Microelectronics (TWSE:6423) And Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Reported Earnings • Nov 10Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: NT$0.52 (down from NT$0.63 in 3Q 2023). Revenue: NT$70.7m (up 20% from 3Q 2023). Net income: NT$15.4m (down 8.5% from 3Q 2023). Profit margin: 22% (down from 28% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 49%. Revenue is forecast to grow 23% p.a. on average during the next 2 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 9% 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.
Reported Earnings • Aug 14Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: NT$0.15 loss per share (down from NT$0.12 profit in 2Q 2023). Revenue: NT$45.0m (up 13% from 2Q 2023). Net loss: NT$4.12m (down 229% from profit in 2Q 2023). Revenue missed analyst estimates by 32%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 31Yield Microelectronics Corp. to Report Q2, 2024 Results on Aug 07, 2024Yield Microelectronics Corp. announced that they will report Q2, 2024 results on Aug 07, 2024
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.56 (vs NT$0.23 in 1Q 2023)First quarter 2024 results: EPS: NT$0.56 (up from NT$0.23 in 1Q 2023). Revenue: NT$59.9m (up 40% from 1Q 2023). Net income: NT$14.9m (up 145% from 1Q 2023). Profit margin: 25% (up from 14% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 18Full year 2023 earnings released: EPS: NT$1.19 (vs NT$2.72 in FY 2022)Full year 2023 results: EPS: NT$1.19 (down from NT$2.72 in FY 2022). Revenue: NT$187.4m (down 18% from FY 2022). Net income: NT$32.0m (down 56% from FY 2022). Profit margin: 17% (down from 32% in FY 2022). Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 32% per year.
Upcoming Dividend • Mar 14Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 23 April 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 0.8%. Lower than top quartile of Taiwanese dividend payers (4.8%). Lower than average of industry peers (2.4%).
お知らせ • Mar 06Yield Microelectronics Corp., Annual General Meeting, May 21, 2024Yield Microelectronics Corp., Annual General Meeting, May 21, 2024.
New Risk • Nov 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 21% Last year net profit margin: 32% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Profit margins are more than 30% lower than last year (21% net profit margin).
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$123, the stock trades at a trailing P/E ratio of 58.3x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 169% over the past three years.
New Risk • Nov 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 5.7% 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 Share price has been volatile over the past 3 months (5.7% average weekly change). Market cap is less than US$100m (NT$3.19b market cap, or US$98.6m).
Reported Earnings • Aug 15First half 2023 earnings released: EPS: NT$0.46 (vs NT$1.07 in 1H 2022)First half 2023 results: EPS: NT$0.46 (down from NT$1.07 in 1H 2022). Revenue: NT$85.6m (down 14% from 1H 2022). Net income: NT$12.2m (down 57% from 1H 2022). Profit margin: 14% (down from 29% in 1H 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 23Upcoming dividend of NT$2.50 per share at 2.1% yieldEligible shareholders must have bought the stock before 30 June 2023. Payment date: 04 August 2023. Payout ratio is on the higher end at 92%, however this is supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (3.2%).
Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$105, the stock trades at a trailing P/E ratio of 38.4x. Average trailing P/E is 17x in the Semiconductor industry in Taiwan. Total returns to shareholders of 170% over the past three years.
Reported Earnings • Apr 15Full year 2022 earnings released: EPS: NT$2.72 (vs NT$1.44 in FY 2021)Full year 2022 results: EPS: NT$2.72 (up from NT$1.44 in FY 2021). Revenue: NT$229.4m (up 36% from FY 2021). Net income: NT$73.0m (up 89% from FY 2021). Profit margin: 32% (up from 23% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 50% per year whereas the company’s share price has increased by 52% per year.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$140, the stock trades at a trailing P/E ratio of 76.2x. Average trailing P/E is 14x in the Semiconductor industry in Taiwan. Total returns to shareholders of 213% over the past three years.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$106, the stock trades at a trailing P/E ratio of 57.4x. Average trailing P/E is 12x in the Semiconductor industry in Taiwan. Total returns to shareholders of 128% over the past three years.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$81.60, the stock trades at a trailing P/E ratio of 44.4x. Average trailing P/E is 11x in the Semiconductor industry in Taiwan. Total returns to shareholders of 56% over the past three years.
Valuation Update With 7 Day Price Move • May 06Investor sentiment improved over the past weekAfter last week's 37% share price gain to NT$98.00, the stock trades at a trailing P/E ratio of 68.1x. Average trailing P/E is 16x in the Semiconductor industry in Taiwan. Total returns to shareholders of 42% over the past three years.
Reported Earnings • Apr 27Full year 2021 earnings released: EPS: NT$1.44 (vs NT$0.59 in FY 2020)Full year 2021 results: EPS: NT$1.44 (up from NT$0.59 in FY 2020). Revenue: NT$168.2m (up 31% from FY 2020). Net income: NT$38.6m (up 145% from FY 2020). Profit margin: 23% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.
お知らせ • Apr 02Yield Microelectronics Corp., Annual General Meeting, Jun 23, 2022Yield Microelectronics Corp., Annual General Meeting, Jun 23, 2022.
Reported Earnings • Aug 18First half 2021 earnings released: EPS NT$0.67 (vs NT$0.61 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2021 results: Revenue: NT$81.1m (up 15% from 1H 2020). Net income: NT$17.9m (up 8.9% from 1H 2020). Profit margin: 22% (down from 23% in 1H 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 20Full year 2020 earnings released: EPS NT$0.59 (vs NT$0.74 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$128.4m (down 3.8% from FY 2019). Net income: NT$15.8m (down 21% from FY 2019). Profit margin: 12% (down from 15% in FY 2019). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improved over the past weekAfter last week's 25% share price gain to NT$56.70, the stock is trading at a trailing P/E ratio of 64x, up from the previous P/E ratio of 51.3x. This compares to an average P/E of 28x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 5.0%.
Is New 90 Day High Low • Feb 17New 90-day low: NT$45.45The company is down 7.0% from its price of NT$48.80 on 19 November 2020. The Taiwanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 28% over the same period.
分析記事 • Feb 02Yield Microelectronics Corp.'s (GTSM:6423) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Yield Microelectronics (GTSM:6423) has had a great run on the share market with its stock up by a significant 17% over...
分析記事 • Dec 09If You Had Bought Yield Microelectronics (GTSM:6423) Shares Five Years Ago You'd Have Earned 10% ReturnsIf you buy and hold a stock for many years, you'd hope to be making a profit. Better yet, you'd like to see the share...
Is New 90 Day High Low • Dec 09New 90-day high: NT$55.90The company is up 29% from its price of NT$43.50 on 10 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 25% over the same period.
Is New 90 Day High Low • Nov 20New 90-day high: NT$50.60The company is up 4.0% from its price of NT$48.55 on 21 August 2020. The Taiwanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 16% over the same period.
Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 21% share price gain to NT$48.80, the stock is trading at a trailing P/E ratio of 55.1x, up from the previous P/E ratio of 45.5x. This compares to an average P/E of 22x in the Semiconductor industry in Taiwan. Total return to shareholders over the past three years is a loss of 16%.
Is New 90 Day High Low • Oct 12New 90-day low: NT$40.85The company is down 30% from its price of NT$58.00 on 14 July 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 19% over the same period.
Is New 90 Day High Low • Sep 25New 90-day low: NT$41.35The company is down 38% from its price of NT$66.40 on 24 June 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 23% over the same period.