View Future GrowthSinopower Semiconductor 過去の業績過去 基準チェック /56Sinopower Semiconductorの収益は年間平均-10.6%の割合で減少していますが、 Semiconductor業界の収益は年間 減少しています。収益は年間5.2% 0.5%割合で 増加しています。 Sinopower Semiconductorの自己資本利益率は21.2%であり、純利益率は11.7%です。主要情報-10.56%収益成長率-10.92%EPS成長率Semiconductor 業界の成長19.89%収益成長率0.49%株主資本利益率21.20%ネット・マージン11.74%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • Apr 29First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: NT$3.00 (up from NT$2.37 in 1Q 2025). Revenue: NT$947.5m (up 4.0% from 1Q 2025). Net income: NT$137.4m (up 56% from 1Q 2025). Profit margin: 14% (up from 9.7% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 26% per year.Reported Earnings • Feb 27Full year 2025 earnings released: EPS: NT$9.52 (vs NT$6.09 in FY 2024)Full year 2025 results: EPS: NT$9.52 (up from NT$6.09 in FY 2024). Revenue: NT$3.40b (up 25% from FY 2024). Net income: NT$354.4m (up 57% from FY 2024). Profit margin: 10% (up from 8.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: NT$2.63 (vs NT$1.52 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.63 (up from NT$1.52 in 3Q 2024). Revenue: NT$821.0m (up 15% from 3Q 2024). Net income: NT$98.1m (up 74% from 3Q 2024). Profit margin: 12% (up from 7.9% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: NT$1.13 (vs NT$1.46 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.13 (down from NT$1.46 in 2Q 2024). Revenue: NT$799.1m (up 28% from 2Q 2024). Net income: NT$42.0m (down 22% from 2Q 2024). Profit margin: 5.3% (down from 8.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$2.37 (vs NT$1.56 in 1Q 2024)First quarter 2025 results: EPS: NT$2.37 (up from NT$1.56 in 1Q 2024). Revenue: NT$911.5m (up 31% from 1Q 2024). Net income: NT$88.1m (up 52% from 1Q 2024). Profit margin: 9.7% (up from 8.3% in 1Q 2024). The increase in margin was driven by higher revenue. 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 9% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: NT$1.52 (vs NT$1.62 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.52 (down from NT$1.62 in 3Q 2023). Revenue: NT$711.6m (up 2.1% from 3Q 2023). Net income: NT$56.5m (down 6.0% from 3Q 2023). Profit margin: 7.9% (down from 8.6% 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 42% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$318, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 30x in the Semiconductor industry in Taiwan. Total returns to shareholders of 280% over the past three years.Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 27%After last week's 27% share price gain to NT$279, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 30x in the Semiconductor industry in Taiwan. Total returns to shareholders of 230% over the past three years.Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$232, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 30x in the Semiconductor industry in Taiwan. Total returns to shareholders of 182% over the past three years.Reported Earnings • Apr 29First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: NT$3.00 (up from NT$2.37 in 1Q 2025). Revenue: NT$947.5m (up 4.0% from 1Q 2025). Net income: NT$137.4m (up 56% from 1Q 2025). Profit margin: 14% (up from 9.7% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 26% per year.Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$189, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 27x in the Semiconductor industry in Taiwan. Total returns to shareholders of 123% over the past three years.Buy Or Sell Opportunity • Mar 30Now 21% undervaluedOver the last 90 days, the stock has risen 39% to NT$151. The fair value is estimated to be NT$192, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$169, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 100% over the past three years.Buy Or Sell Opportunity • Mar 09Now 25% undervaluedOver the last 90 days, the stock has risen 19% to NT$143. The fair value is estimated to be NT$192, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.Reported Earnings • Feb 27Full year 2025 earnings released: EPS: NT$9.52 (vs NT$6.09 in FY 2024)Full year 2025 results: EPS: NT$9.52 (up from NT$6.09 in FY 2024). Revenue: NT$3.40b (up 25% from FY 2024). Net income: NT$354.4m (up 57% from FY 2024). Profit margin: 10% (up from 8.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 12Sinopower Semiconductor, Inc., Annual General Meeting, Jun 26, 2026Sinopower Semiconductor, Inc., Annual General Meeting, Jun 26, 2026. Location: no,6, tu hsing 1st rd., hsinchu science park, hsinchu city TaiwanNew Risk • Jan 20New 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 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$139, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 33x in the Semiconductor industry in Taiwan. Total returns to shareholders of 70% over the past three years.New Risk • Dec 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.4% average weekly change).Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: NT$2.63 (vs NT$1.52 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.63 (up from NT$1.52 in 3Q 2024). Revenue: NT$821.0m (up 15% from 3Q 2024). Net income: NT$98.1m (up 74% from 3Q 2024). Profit margin: 12% (up from 7.9% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: NT$1.13 (vs NT$1.46 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.13 (down from NT$1.46 in 2Q 2024). Revenue: NT$799.1m (up 28% from 2Q 2024). Net income: NT$42.0m (down 22% from 2Q 2024). Profit margin: 5.3% (down from 8.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Declared Dividend • Jul 24Dividend increased to NT$4.30Dividend of NT$4.30 is 54% higher than last year. Ex-date: 7th August 2025 Payment date: 28th August 2025 Dividend yield will be 4.5%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$2.37 (vs NT$1.56 in 1Q 2024)First quarter 2025 results: EPS: NT$2.37 (up from NT$1.56 in 1Q 2024). Revenue: NT$911.5m (up 31% from 1Q 2024). Net income: NT$88.1m (up 52% from 1Q 2024). Profit margin: 9.7% (up from 8.3% in 1Q 2024). The increase in margin was driven by higher revenue. 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 9% per year, which means it has not declined as severely as earnings.New Risk • Apr 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 8.0% 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 2.0% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change). Market cap is less than US$100m (NT$3.25b market cap, or US$98.9m).Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$87.50, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 24% over the past three years.New Risk • Mar 02New major risk - Revenue and earnings growthEarnings have declined by 2.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.0% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Feb 25Sinopower Semiconductor, Inc., Annual General Meeting, May 29, 2025Sinopower Semiconductor, Inc., Annual General Meeting, May 29, 2025, at 09:00 Taipei Standard Time. Location: no,6, tu hsing 1st rd., hsinchu science park, hsinchu city TaiwanValuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$112, the stock trades at a trailing P/E ratio of 21.2x. Average trailing P/E is 29x in the Semiconductor industry in Taiwan. Total loss to shareholders of 7.5% over the past three years.Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: NT$1.52 (vs NT$1.62 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.52 (down from NT$1.62 in 3Q 2023). Revenue: NT$711.6m (up 2.1% from 3Q 2023). Net income: NT$56.5m (down 6.0% from 3Q 2023). Profit margin: 7.9% (down from 8.6% 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 42% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: NT$1.46 (vs NT$0.96 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.46 (up from NT$0.96 in 2Q 2023). Revenue: NT$623.7m (down 5.3% from 2Q 2023). Net income: NT$54.2m (up 51% from 2Q 2023). Profit margin: 8.7% (up from 5.4% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 34% 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 • Aug 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 17.4x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total loss to shareholders of 19% over the past three years.New Risk • Aug 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.23b (US$98.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.7% net profit margin). Market cap is less than US$100m (NT$3.23b market cap, or US$98.9m).Upcoming Dividend • Jul 25Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 01 August 2024. Payment date: 23 August 2024. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (4.3%). Higher than average of industry peers (2.0%).Buy Or Sell Opportunity • Jul 22Now 20% undervaluedOver the last 90 days, the stock has risen 9.6% to NT$103. The fair value is estimated to be NT$129, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.1% over the last 3 years. Earnings per share has declined by 24%.Valuation Update With 7 Day Price Move • May 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$117, the stock trades at a trailing P/E ratio of 23.8x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 28% over the past three years.Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$1.56 (vs NT$0.64 in 1Q 2023)First quarter 2024 results: EPS: NT$1.56 (up from NT$0.64 in 1Q 2023). Revenue: NT$694.7m (up 13% from 1Q 2023). Net income: NT$57.8m (up 147% from 1Q 2023). Profit margin: 8.3% (up from 3.8% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • Mar 05Full year 2023 earnings released: EPS: NT$4.03 (vs NT$12.40 in FY 2022)Full year 2023 results: EPS: NT$4.03 (down from NT$12.40 in FY 2022). Revenue: NT$2.66b (down 12% from FY 2022). Net income: NT$149.3m (down 67% from FY 2022). Profit margin: 5.6% (down from 15% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Mar 01Sinopower Semiconductor, Inc., Annual General Meeting, May 30, 2024Sinopower Semiconductor, Inc., Annual General Meeting, May 30, 2024.Valuation Update With 7 Day Price Move • Nov 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$119, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 26x in the Semiconductor industry in Taiwan. Total returns to shareholders of 23% over the past three years.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: NT$1.62 (vs NT$2.04 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.62 (down from NT$2.04 in 3Q 2022). Revenue: NT$696.8m (up 18% from 3Q 2022). Net income: NT$60.0m (down 20% from 3Q 2022). Profit margin: 8.6% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.Upcoming Dividend • Aug 21Upcoming dividend of NT$3.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 August 2023. Payment date: 21 September 2023. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (3.4%).Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$1.06 (vs NT$5.51 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.06 (down from NT$5.51 in 2Q 2022). Revenue: NT$658.4m (down 32% from 2Q 2022). Net income: NT$35.8m (down 81% from 2Q 2022). Profit margin: 5.4% (down from 19% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 25Full year 2022 earnings released: EPS: NT$13.64 (vs NT$13.09 in FY 2021)Full year 2022 results: EPS: NT$13.64 (up from NT$13.09 in FY 2021). Revenue: NT$3.00b (down 3.6% from FY 2021). Net income: NT$456.1m (up 4.3% from FY 2021). Profit margin: 15% (up from 14% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Kai-Charn Yang was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$2.24 (vs NT$4.25 in 3Q 2021)Third quarter 2022 results: EPS: NT$2.24 (down from NT$4.25 in 3Q 2021). Revenue: NT$589.8m (down 29% from 3Q 2021). Net income: NT$74.8m (down 47% from 3Q 2021). Profit margin: 13% (down from 17% 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 44% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$5.51 (vs NT$2.91 in 2Q 2021)Second quarter 2022 results: EPS: NT$5.51 (up from NT$2.91 in 2Q 2021). Revenue: NT$970.8m (up 32% from 2Q 2021). Net income: NT$184.1m (up 89% from 2Q 2021). Profit margin: 19% (up from 13% 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 36% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 18Upcoming dividend of NT$7.20 per shareEligible shareholders must have bought the stock before 25 July 2022. Payment date: 12 August 2022. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 6.3%. Lower than top quartile of Taiwanese dividend payers (6.8%). Higher than average of industry peers (3.7%).Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$118, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 13x in the Semiconductor industry in Taiwan. Total returns to shareholders of 12% over the past three years.Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$5.26 (vs NT$2.10 in 1Q 2021)First quarter 2022 results: EPS: NT$5.26 (up from NT$2.10 in 1Q 2021). Revenue: NT$969.3m (up 33% from 1Q 2021). Net income: NT$175.9m (up 152% from 1Q 2021). Profit margin: 18% (up from 9.6% in 1Q 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 only increased by 9% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$154, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 34% over the past three years.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$160, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 91% over the past three years.Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS NT$4.25 (vs NT$2.34 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$827.5m (up 11% from 3Q 2020). Net income: NT$142.2m (up 83% from 3Q 2020). Profit margin: 17% (up from 11% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS NT$2.91 (vs NT$1.45 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$733.9m (up 23% from 2Q 2020). Net income: NT$97.4m (up 102% from 2Q 2020). Profit margin: 13% (up from 8.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 15Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 22 July 2021. Payment date: 13 August 2021. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.1%).Reported Earnings • May 13First quarter 2021 earnings released: EPS NT$2.10 (vs NT$1.26 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$726.9m (up 32% from 1Q 2020). Net income: NT$69.9m (up 68% from 1Q 2020). Profit margin: 9.6% (up from 7.5% 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 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Mar 24Full year 2020 earnings released: EPS NT$7.02 (vs NT$6.16 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$2.60b (up 21% from FY 2019). Net income: NT$233.5m (up 15% from FY 2019). Profit margin: 9.0% (down from 9.4% 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 4% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.分析記事 • Mar 17The Trend Of High Returns At Sinopower Semiconductor (GTSM:6435) Has Us Very InterestedIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Feb 18Is Sinopower Semiconductor (GTSM:6435) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Feb 03Is Sinopower Semiconductor, Inc. (GTSM:6435) The Right Choice For A Smart Dividend Investor?Could Sinopower Semiconductor, Inc. ( GTSM:6435 ) be an attractive dividend share to own for the long haul? Investors...分析記事 • Jan 19Sinopower Semiconductor (GTSM:6435) Has Rewarded Shareholders With An Exceptional 448% Total Return On Their InvestmentFor many, the main point of investing in the stock market is to achieve spectacular returns. While the best companies...分析記事 • Dec 31Is Sinopower Semiconductor, Inc.'s (GTSM:6435) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?Sinopower Semiconductor's (GTSM:6435) stock is up by a considerable 49% over the past three months. Since the market...Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$138, the stock is trading at a trailing P/E ratio of 22.7x, up from the previous P/E ratio of 19.6x. This compares to an average P/E of 26x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 39%.Is New 90 Day High Low • Dec 30New 90-day high: NT$138The company is up 51% from its price of NT$90.80 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 16Should You Be Excited About Sinopower Semiconductor's (GTSM:6435) Returns On Capital?There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Is New 90 Day High Low • Dec 14New 90-day high: NT$128The company is up 38% from its price of NT$92.50 on 16 September 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 20% over the same period.分析記事 • Dec 01Here's Why Sinopower Semiconductor's (GTSM:6435) Statutory Earnings Are Arguably Too ConservativeStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...Is New 90 Day High Low • Nov 13New 90-day high: NT$116The company is up 27% from its price of NT$90.60 on 14 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 6.0% over the same period.Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS NT$2.34The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$744.2m (up 48% from 3Q 2019). Net income: NT$77.9m (up 106% from 3Q 2019). Profit margin: 11% (up from 7.6% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.Is New 90 Day High Low • Oct 07New 90-day high: NT$103The company is up 8.0% from its price of NT$95.20 on 09 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 18% over the same period.収支内訳Sinopower Semiconductor の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TPEX:6435 収益、費用、利益 ( )TWD Millions日付収益収益G+A経費研究開発費31 Mar 263,43840420519131 Dec 253,40135419819230 Sep 253,21828618718130 Jun 253,10824418217631 Mar 252,93325618116931 Dec 242,71622617816030 Sep 242,71819817114930 Jun 242,70320216414631 Mar 242,73818416214531 Dec 232,65714915214230 Sep 232,44414114814730 Jun 232,33715514814931 Mar 232,64930416615731 Dec 223,00545618516430 Sep 223,35756319616730 Jun 223,59563020216531 Mar 223,35854318314931 Dec 213,11643716213130 Sep 212,99837515211030 Jun 212,91531114110131 Mar 212,77726213310031 Dec 202,60123312810130 Sep 202,44920112210330 Jun 202,2071611199431 Mar 202,0951621188431 Dec 192,1522021227430 Sep 192,2302471357130 Jun 192,4323271486931 Mar 192,5373501527031 Dec 182,5133221506930 Sep 182,3992861376730 Jun 182,2612231246631 Mar 182,0911851166431 Dec 171,9191561076330 Sep 171,8431561066430 Jun 171,7041311016331 Mar 171,605115996331 Dec 161,5311181016230 Sep 161,5071151035930 Jun 161,4111101036131 Mar 161,333981015931 Dec 151,27788995830 Sep 151,11967925730 Jun 151,139739455質の高い収益: 6435は 高品質の収益 を持っています。利益率の向上: 6435の現在の純利益率 (11.7%)は、昨年(8.7%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 6435の収益は過去 5 年間で年間10.6%減少しました。成長の加速: 6435の過去 1 年間の収益成長率 ( 57.6% ) は、5 年間の平均 ( 年間-10.6%を上回っています。収益対業界: 6435の過去 1 年間の収益成長率 ( 57.6% ) はSemiconductor業界3.4%を上回りました。株主資本利益率高いROE: 6435の 自己資本利益率 ( 21.2% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSemiconductors 、過去の業績が好調な企業。View Financial Health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2026/06/22 22:25終値2026/06/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Sinopower Semiconductor, Inc. 1 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Licheng ZhuangCapital Securities Corporation
Reported Earnings • Apr 29First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: NT$3.00 (up from NT$2.37 in 1Q 2025). Revenue: NT$947.5m (up 4.0% from 1Q 2025). Net income: NT$137.4m (up 56% from 1Q 2025). Profit margin: 14% (up from 9.7% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 26% per year.
Reported Earnings • Feb 27Full year 2025 earnings released: EPS: NT$9.52 (vs NT$6.09 in FY 2024)Full year 2025 results: EPS: NT$9.52 (up from NT$6.09 in FY 2024). Revenue: NT$3.40b (up 25% from FY 2024). Net income: NT$354.4m (up 57% from FY 2024). Profit margin: 10% (up from 8.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: NT$2.63 (vs NT$1.52 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.63 (up from NT$1.52 in 3Q 2024). Revenue: NT$821.0m (up 15% from 3Q 2024). Net income: NT$98.1m (up 74% from 3Q 2024). Profit margin: 12% (up from 7.9% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: NT$1.13 (vs NT$1.46 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.13 (down from NT$1.46 in 2Q 2024). Revenue: NT$799.1m (up 28% from 2Q 2024). Net income: NT$42.0m (down 22% from 2Q 2024). Profit margin: 5.3% (down from 8.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$2.37 (vs NT$1.56 in 1Q 2024)First quarter 2025 results: EPS: NT$2.37 (up from NT$1.56 in 1Q 2024). Revenue: NT$911.5m (up 31% from 1Q 2024). Net income: NT$88.1m (up 52% from 1Q 2024). Profit margin: 9.7% (up from 8.3% in 1Q 2024). The increase in margin was driven by higher revenue. 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 9% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: NT$1.52 (vs NT$1.62 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.52 (down from NT$1.62 in 3Q 2023). Revenue: NT$711.6m (up 2.1% from 3Q 2023). Net income: NT$56.5m (down 6.0% from 3Q 2023). Profit margin: 7.9% (down from 8.6% 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 42% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$318, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 30x in the Semiconductor industry in Taiwan. Total returns to shareholders of 280% over the past three years.
Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 27%After last week's 27% share price gain to NT$279, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 30x in the Semiconductor industry in Taiwan. Total returns to shareholders of 230% over the past three years.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$232, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 30x in the Semiconductor industry in Taiwan. Total returns to shareholders of 182% over the past three years.
Reported Earnings • Apr 29First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: NT$3.00 (up from NT$2.37 in 1Q 2025). Revenue: NT$947.5m (up 4.0% from 1Q 2025). Net income: NT$137.4m (up 56% from 1Q 2025). Profit margin: 14% (up from 9.7% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 26% per year.
Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$189, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 27x in the Semiconductor industry in Taiwan. Total returns to shareholders of 123% over the past three years.
Buy Or Sell Opportunity • Mar 30Now 21% undervaluedOver the last 90 days, the stock has risen 39% to NT$151. The fair value is estimated to be NT$192, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$169, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 100% over the past three years.
Buy Or Sell Opportunity • Mar 09Now 25% undervaluedOver the last 90 days, the stock has risen 19% to NT$143. The fair value is estimated to be NT$192, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
Reported Earnings • Feb 27Full year 2025 earnings released: EPS: NT$9.52 (vs NT$6.09 in FY 2024)Full year 2025 results: EPS: NT$9.52 (up from NT$6.09 in FY 2024). Revenue: NT$3.40b (up 25% from FY 2024). Net income: NT$354.4m (up 57% from FY 2024). Profit margin: 10% (up from 8.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 12Sinopower Semiconductor, Inc., Annual General Meeting, Jun 26, 2026Sinopower Semiconductor, Inc., Annual General Meeting, Jun 26, 2026. Location: no,6, tu hsing 1st rd., hsinchu science park, hsinchu city Taiwan
New Risk • Jan 20New 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 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$139, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 33x in the Semiconductor industry in Taiwan. Total returns to shareholders of 70% over the past three years.
New Risk • Dec 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.4% average weekly change).
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: NT$2.63 (vs NT$1.52 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.63 (up from NT$1.52 in 3Q 2024). Revenue: NT$821.0m (up 15% from 3Q 2024). Net income: NT$98.1m (up 74% from 3Q 2024). Profit margin: 12% (up from 7.9% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: NT$1.13 (vs NT$1.46 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.13 (down from NT$1.46 in 2Q 2024). Revenue: NT$799.1m (up 28% from 2Q 2024). Net income: NT$42.0m (down 22% from 2Q 2024). Profit margin: 5.3% (down from 8.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Declared Dividend • Jul 24Dividend increased to NT$4.30Dividend of NT$4.30 is 54% higher than last year. Ex-date: 7th August 2025 Payment date: 28th August 2025 Dividend yield will be 4.5%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$2.37 (vs NT$1.56 in 1Q 2024)First quarter 2025 results: EPS: NT$2.37 (up from NT$1.56 in 1Q 2024). Revenue: NT$911.5m (up 31% from 1Q 2024). Net income: NT$88.1m (up 52% from 1Q 2024). Profit margin: 9.7% (up from 8.3% in 1Q 2024). The increase in margin was driven by higher revenue. 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 9% per year, which means it has not declined as severely as earnings.
New Risk • Apr 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 8.0% 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 2.0% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change). Market cap is less than US$100m (NT$3.25b market cap, or US$98.9m).
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$87.50, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 24% over the past three years.
New Risk • Mar 02New major risk - Revenue and earnings growthEarnings have declined by 2.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.0% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Feb 25Sinopower Semiconductor, Inc., Annual General Meeting, May 29, 2025Sinopower Semiconductor, Inc., Annual General Meeting, May 29, 2025, at 09:00 Taipei Standard Time. Location: no,6, tu hsing 1st rd., hsinchu science park, hsinchu city Taiwan
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$112, the stock trades at a trailing P/E ratio of 21.2x. Average trailing P/E is 29x in the Semiconductor industry in Taiwan. Total loss to shareholders of 7.5% over the past three years.
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: NT$1.52 (vs NT$1.62 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.52 (down from NT$1.62 in 3Q 2023). Revenue: NT$711.6m (up 2.1% from 3Q 2023). Net income: NT$56.5m (down 6.0% from 3Q 2023). Profit margin: 7.9% (down from 8.6% 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 42% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: NT$1.46 (vs NT$0.96 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.46 (up from NT$0.96 in 2Q 2023). Revenue: NT$623.7m (down 5.3% from 2Q 2023). Net income: NT$54.2m (up 51% from 2Q 2023). Profit margin: 8.7% (up from 5.4% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 34% 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 • Aug 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 17.4x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total loss to shareholders of 19% over the past three years.
New Risk • Aug 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.23b (US$98.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.7% net profit margin). Market cap is less than US$100m (NT$3.23b market cap, or US$98.9m).
Upcoming Dividend • Jul 25Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 01 August 2024. Payment date: 23 August 2024. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (4.3%). Higher than average of industry peers (2.0%).
Buy Or Sell Opportunity • Jul 22Now 20% undervaluedOver the last 90 days, the stock has risen 9.6% to NT$103. The fair value is estimated to be NT$129, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.1% over the last 3 years. Earnings per share has declined by 24%.
Valuation Update With 7 Day Price Move • May 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$117, the stock trades at a trailing P/E ratio of 23.8x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 28% over the past three years.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$1.56 (vs NT$0.64 in 1Q 2023)First quarter 2024 results: EPS: NT$1.56 (up from NT$0.64 in 1Q 2023). Revenue: NT$694.7m (up 13% from 1Q 2023). Net income: NT$57.8m (up 147% from 1Q 2023). Profit margin: 8.3% (up from 3.8% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 05Full year 2023 earnings released: EPS: NT$4.03 (vs NT$12.40 in FY 2022)Full year 2023 results: EPS: NT$4.03 (down from NT$12.40 in FY 2022). Revenue: NT$2.66b (down 12% from FY 2022). Net income: NT$149.3m (down 67% from FY 2022). Profit margin: 5.6% (down from 15% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Mar 01Sinopower Semiconductor, Inc., Annual General Meeting, May 30, 2024Sinopower Semiconductor, Inc., Annual General Meeting, May 30, 2024.
Valuation Update With 7 Day Price Move • Nov 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$119, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 26x in the Semiconductor industry in Taiwan. Total returns to shareholders of 23% over the past three years.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: NT$1.62 (vs NT$2.04 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.62 (down from NT$2.04 in 3Q 2022). Revenue: NT$696.8m (up 18% from 3Q 2022). Net income: NT$60.0m (down 20% from 3Q 2022). Profit margin: 8.6% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.
Upcoming Dividend • Aug 21Upcoming dividend of NT$3.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 August 2023. Payment date: 21 September 2023. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (3.4%).
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$1.06 (vs NT$5.51 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.06 (down from NT$5.51 in 2Q 2022). Revenue: NT$658.4m (down 32% from 2Q 2022). Net income: NT$35.8m (down 81% from 2Q 2022). Profit margin: 5.4% (down from 19% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 25Full year 2022 earnings released: EPS: NT$13.64 (vs NT$13.09 in FY 2021)Full year 2022 results: EPS: NT$13.64 (up from NT$13.09 in FY 2021). Revenue: NT$3.00b (down 3.6% from FY 2021). Net income: NT$456.1m (up 4.3% from FY 2021). Profit margin: 15% (up from 14% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Kai-Charn Yang was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$2.24 (vs NT$4.25 in 3Q 2021)Third quarter 2022 results: EPS: NT$2.24 (down from NT$4.25 in 3Q 2021). Revenue: NT$589.8m (down 29% from 3Q 2021). Net income: NT$74.8m (down 47% from 3Q 2021). Profit margin: 13% (down from 17% 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 44% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$5.51 (vs NT$2.91 in 2Q 2021)Second quarter 2022 results: EPS: NT$5.51 (up from NT$2.91 in 2Q 2021). Revenue: NT$970.8m (up 32% from 2Q 2021). Net income: NT$184.1m (up 89% from 2Q 2021). Profit margin: 19% (up from 13% 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 36% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 18Upcoming dividend of NT$7.20 per shareEligible shareholders must have bought the stock before 25 July 2022. Payment date: 12 August 2022. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 6.3%. Lower than top quartile of Taiwanese dividend payers (6.8%). Higher than average of industry peers (3.7%).
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$118, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 13x in the Semiconductor industry in Taiwan. Total returns to shareholders of 12% over the past three years.
Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$5.26 (vs NT$2.10 in 1Q 2021)First quarter 2022 results: EPS: NT$5.26 (up from NT$2.10 in 1Q 2021). Revenue: NT$969.3m (up 33% from 1Q 2021). Net income: NT$175.9m (up 152% from 1Q 2021). Profit margin: 18% (up from 9.6% in 1Q 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 only increased by 9% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$154, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 34% over the past three years.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$160, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 91% over the past three years.
Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS NT$4.25 (vs NT$2.34 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$827.5m (up 11% from 3Q 2020). Net income: NT$142.2m (up 83% from 3Q 2020). Profit margin: 17% (up from 11% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS NT$2.91 (vs NT$1.45 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$733.9m (up 23% from 2Q 2020). Net income: NT$97.4m (up 102% from 2Q 2020). Profit margin: 13% (up from 8.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 15Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 22 July 2021. Payment date: 13 August 2021. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.1%).
Reported Earnings • May 13First quarter 2021 earnings released: EPS NT$2.10 (vs NT$1.26 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$726.9m (up 32% from 1Q 2020). Net income: NT$69.9m (up 68% from 1Q 2020). Profit margin: 9.6% (up from 7.5% 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 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 24Full year 2020 earnings released: EPS NT$7.02 (vs NT$6.16 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$2.60b (up 21% from FY 2019). Net income: NT$233.5m (up 15% from FY 2019). Profit margin: 9.0% (down from 9.4% 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 4% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
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Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$138, the stock is trading at a trailing P/E ratio of 22.7x, up from the previous P/E ratio of 19.6x. This compares to an average P/E of 26x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 39%.
Is New 90 Day High Low • Dec 30New 90-day high: NT$138The company is up 51% from its price of NT$90.80 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 16Should You Be Excited About Sinopower Semiconductor's (GTSM:6435) Returns On Capital?There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Is New 90 Day High Low • Dec 14New 90-day high: NT$128The company is up 38% from its price of NT$92.50 on 16 September 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 20% over the same period.
分析記事 • Dec 01Here's Why Sinopower Semiconductor's (GTSM:6435) Statutory Earnings Are Arguably Too ConservativeStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...
Is New 90 Day High Low • Nov 13New 90-day high: NT$116The company is up 27% from its price of NT$90.60 on 14 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 6.0% over the same period.
Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS NT$2.34The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$744.2m (up 48% from 3Q 2019). Net income: NT$77.9m (up 106% from 3Q 2019). Profit margin: 11% (up from 7.6% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.
Is New 90 Day High Low • Oct 07New 90-day high: NT$103The company is up 8.0% from its price of NT$95.20 on 09 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 18% over the same period.