View ValuationYeedex Electronic 将来の成長Future 基準チェック /06現在、 Yeedex Electronicの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Semiconductor 収益成長26.2%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 13First quarter 2026 earnings released: EPS: NT$2.00 (vs NT$1.95 in 1Q 2025)First quarter 2026 results: EPS: NT$2.00 (up from NT$1.95 in 1Q 2025). Revenue: NT$213.1m (up 11% from 1Q 2025). Net income: NT$68.9m (up 33% from 1Q 2025). Profit margin: 32% (up from 27% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • May 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$258, the stock trades at a trailing P/E ratio of 37x. Average trailing P/E is 44x in the Semiconductor industry in Taiwan. Total returns to shareholders of 219% over the past three years.New Risk • Apr 29New 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 9.0% 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 High level of non-cash earnings (29% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.0% average weekly change).Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$199, the stock trades at a trailing P/E ratio of 28.6x. Average trailing P/E is 40x in the Semiconductor industry in Taiwan. Total returns to shareholders of 140% over the past three years.Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$7.10 (vs NT$5.54 in FY 2024)Full year 2025 results: EPS: NT$7.10 (up from NT$5.54 in FY 2024). Revenue: NT$747.7m (up 19% from FY 2024). Net income: NT$189.9m (up 29% from FY 2024). Profit margin: 25% (up from 23% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 05Yeedex Electronic Corporation, Annual General Meeting, May 27, 2026Yeedex Electronic Corporation, Annual General Meeting, May 27, 2026. Location: no,68, chung shan rd., jhudong township, hsinchu county TaiwanBoard Change • Feb 24Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Limei Qiu was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$1.68 (vs NT$1.66 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.68 (up from NT$1.66 in 3Q 2024). Revenue: NT$171.9m (flat on 3Q 2024). Net income: NT$44.6m (up 1.5% from 3Q 2024). Profit margin: 26% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Sep 26New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (33% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.New Risk • Aug 15New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 33% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$1.92 (vs NT$1.35 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.92 (up from NT$1.35 in 2Q 2024). Revenue: NT$190.7m (up 24% from 2Q 2024). Net income: NT$50.8m (up 41% from 2Q 2024). Profit margin: 27% (up from 23% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jul 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.1% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.Upcoming Dividend • Jun 29Upcoming dividend of NT$3.20 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 08 August 2025. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 1.8%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (2.2%).Declared Dividend • Jun 14Dividend of NT$3.20 announcedShareholders will receive a dividend of NT$3.20. Ex-date: 3rd July 2025 Payment date: 8th August 2025 Dividend yield will be 2.0%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (48% earnings payout ratio) but not covered by cash flows (130% cash payout ratio). The dividend has increased by an average of 14% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 16% 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$2.05 (vs NT$1.13 in 1Q 2024)First quarter 2025 results: EPS: NT$2.05 (up from NT$1.13 in 1Q 2024). Revenue: NT$192.4m (up 38% from 1Q 2024). Net income: NT$51.7m (up 81% from 1Q 2024). Profit margin: 27% (up from 21% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$163, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 24x in the Semiconductor industry in Taiwan. Total returns to shareholders of 74% over the past three years.New Risk • Apr 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.01b (US$91.3m) 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: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 6x cash flows per share). Share price has been volatile over the past 3 months (7.9% average weekly change). Market cap is less than US$100m (NT$3.01b market cap, or US$91.3m).Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to NT$119, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 33% over the past three years.Reported Earnings • Mar 07Full year 2024 earnings released: EPS: NT$5.82 (vs NT$4.48 in FY 2023)Full year 2024 results: EPS: NT$5.82 (up from NT$4.48 in FY 2023). Revenue: NT$627.0m (up 21% from FY 2023). Net income: NT$146.9m (up 30% from FY 2023). Profit margin: 23% (up from 22% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 26Yeedex Electronic Corporation, Annual General Meeting, May 27, 2025Yeedex Electronic Corporation, Annual General Meeting, May 27, 2025. Location: no,68, chung shan rd., jhudong township, hsinchu county TaiwanNew Risk • Dec 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$148, the stock trades at a trailing P/E ratio of 28.1x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 50% over the past three years.New Risk • Nov 21New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.26b (US$100.0m) 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 Dividend is not well covered by cash flows (226% cash payout ratio). Market cap is less than US$100m (NT$3.26b market cap, or US$100.0m).Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: NT$1.74 (vs NT$1.02 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.74 (up from NT$1.02 in 3Q 2023). Revenue: NT$172.0m (up 34% from 3Q 2023). Net income: NT$44.0m (up 70% from 3Q 2023). Profit margin: 26% (up from 20% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 1.5% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in Taiwan are expected to grow by 17%. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.Reported Earnings • Aug 11Second quarter 2024 earnings released: EPS: NT$1.42 (vs NT$1.24 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.42 (up from NT$1.24 in 2Q 2023). Revenue: NT$153.5m (up 18% from 2Q 2023). Net income: NT$35.9m (up 15% from 2Q 2023). Profit margin: 23% (in line with 2Q 2023). Revenue is forecast to grow 2.3% 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 whereas the company’s share price has increased by 8% per year.Upcoming Dividend • Jul 01Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 08 July 2024. Payment date: 09 August 2024. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Taiwanese dividend payers (4.2%). In line with average of industry peers (2.0%).Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$1.19 (vs NT$1.33 in 1Q 2023)First quarter 2024 results: EPS: NT$1.19 (down from NT$1.33 in 1Q 2023). Revenue: NT$139.0m (up 5.9% from 1Q 2023). Net income: NT$28.6m (down 11% from 1Q 2023). Profit margin: 21% (down from 24% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.New Risk • May 16New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.19b (US$99.2m) 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: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (NT$3.19b market cap, or US$99.2m).New Risk • Mar 06New 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 5.6% 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 High level of non-cash earnings (28% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.6% average weekly change).Reported Earnings • Mar 05Full year 2023 earnings released: EPS: NT$4.71 (vs NT$5.42 in FY 2022)Full year 2023 results: EPS: NT$4.71 (down from NT$5.42 in FY 2022). Revenue: NT$516.5m (down 4.6% from FY 2022). Net income: NT$113.2m (down 13% from FY 2022). Profit margin: 22% (down from 24% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Mar 01Yeedex Electronic Corporation, Annual General Meeting, May 30, 2024Yeedex Electronic Corporation, Annual General Meeting, May 30, 2024.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$150, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 28x in the Semiconductor industry in Taiwan. Total returns to shareholders of 1.4% over the past three years.New Risk • Aug 11New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 31% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (31% accrual ratio). Minor Risks Dividend is not well covered by cash flows (282% cash payout ratio). Market cap is less than US$100m (NT$2.48b market cap, or US$77.9m).Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: NT$1.30 (vs NT$1.45 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.30 (down from NT$1.45 in 2Q 2022). Revenue: NT$129.6m (down 9.4% from 2Q 2022). Net income: NT$31.3m (down 10% from 2Q 2022). Profit margin: 24% (in line with 2Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jul 03Upcoming dividend of NT$3.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 10 July 2023. Payment date: 15 August 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.6%. 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 • Jun 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$125, the stock trades at a trailing P/E ratio of 22x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total returns to shareholders of 48% over the past three years.Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$121, the stock trades at a trailing P/E ratio of 21.3x. Average trailing P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 67% over the past three years.Reported Earnings • Feb 28Full year 2022 earnings released: EPS: NT$5.69 (vs NT$4.44 in FY 2021)Full year 2022 results: EPS: NT$5.69 (up from NT$4.44 in FY 2021). Revenue: NT$541.3m (up 14% from FY 2021). Net income: NT$130.4m (up 28% from FY 2021). Profit margin: 24% (up from 21% 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 19% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$1.60 (vs NT$1.22 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.60 (up from NT$1.22 in 3Q 2021). Revenue: NT$141.4m (up 9.8% from 3Q 2021). Net income: NT$36.7m (up 31% from 3Q 2021). Profit margin: 26% (up from 22% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year.Board Change • Nov 16Less 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.Reported Earnings • Aug 15Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: NT$143.1m (up 24% from 2Q 2021). Net income: NT$34.9m (up 48% from 2Q 2021). Profit margin: 24% (up from 20% in 2Q 2021). The increase in margin was driven by higher revenue.Upcoming Dividend • Jul 08Upcoming dividend of NT$2.40 per shareEligible shareholders must have bought the stock before 15 July 2022. Payment date: 15 August 2022. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Taiwanese dividend payers (6.8%). Lower than average of industry peers (3.8%).Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$1.31 (vs NT$0.94 in 1Q 2021)First quarter 2022 results: EPS: NT$1.31 (up from NT$0.94 in 1Q 2021). Revenue: NT$130.4m (up 24% from 1Q 2021). Net income: NT$28.8m (up 39% from 1Q 2021). Profit margin: 22% (up from 20% in 1Q 2021). The increase in margin was driven by higher revenue.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.Reported Earnings • Feb 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: NT$4.62 (up from NT$3.85 in FY 2020). Revenue: NT$475.3m (up 13% from FY 2020). Net income: NT$101.8m (up 33% from FY 2020). Profit margin: 21% (up from 18% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$1.27 (vs NT$0.81 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$128.8m (up 26% from 3Q 2020). Net income: NT$28.0m (up 79% from 3Q 2020). Profit margin: 22% (up from 15% in 3Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Oct 26Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$124, the stock trades at a trailing P/E ratio of 32.9x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total loss to shareholders of 4.5% over the past year.Upcoming Dividend • Aug 19Upcoming dividend of NT$2.10 per shareEligible shareholders must have bought the stock before 26 August 2021. Payment date: 27 September 2021. Trailing yield: 1.8%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (2.2%).Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$1.10 (vs NT$1.08 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$115.5m (up 6.8% from 2Q 2020). Net income: NT$23.5m (up 15% from 2Q 2020). Profit margin: 20% (up from 19% in 2Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$150, the stock trades at a trailing P/E ratio of 37.6x. Average trailing P/E is 25x in the Semiconductor industry in Taiwan. Total returns to shareholders of 22% over the past year.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$141, the stock trades at a trailing P/E ratio of 35.3x. Average trailing P/E is 23x in the Semiconductor industry in Taiwan. Total returns to shareholders of 28% over the past year.Reported Earnings • May 16First quarter 2021 earnings released: EPS NT$0.97 (vs NT$0.94 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$105.4m (up 8.1% from 1Q 2020). Net income: NT$20.7m (up 18% from 1Q 2020). Profit margin: 20% (up from 18% in 1Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$113, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 43% over the past year.分析記事 • Apr 13Yeedex Electronic (GTSM:7556) Has Some Way To Go To Become A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Reported Earnings • Mar 27Full year 2020 earnings released: EPS NT$3.96 (vs NT$3.74 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: NT$421.8m (up 10% from FY 2019). Net income: NT$76.5m (up 11% from FY 2019). Profit margin: 18% (in line with FY 2019).Is New 90 Day High Low • Feb 20New 90-day high: NT$162The company is up 34% from its price of NT$121 on 20 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 35% over the same period.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$162, the stock is trading at a trailing P/E ratio of 44.1x, up from the previous P/E ratio of 36.6x. This compares to an average P/E of 28x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past year are 73%.分析記事 • Feb 16Should Yeedex Electronic Corporation (GTSM:7556) Be Part Of Your Dividend Portfolio?Could Yeedex Electronic Corporation ( GTSM:7556 ) be an attractive dividend share to own for the long haul? Investors...Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 25% share price gain to NT$136, the stock is trading at a trailing P/E ratio of 37x, up from the previous P/E ratio of 29.6x. This compares to an average P/E of 26x in the Semiconductor industry in Taiwan.Is New 90 Day High Low • Jan 27New 90-day high: NT$136The company is up 28% from its price of NT$106 on 30 October 2020. The Taiwanese market is up 21% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 38% over the same period.分析記事 • Jan 13Did You Miss Yeedex Electronic's (GTSM:7556) 31% Share Price Gain?While Yeedex Electronic Corporation ( GTSM:7556 ) shareholders are probably generally happy, the stock hasn't had...分析記事 • Dec 14Could The Market Be Wrong About Yeedex Electronic Corporation (GTSM:7556) Given Its Attractive Financial Prospects?It is hard to get excited after looking at Yeedex Electronic's (GTSM:7556) recent performance, when its stock has...Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 25% share price gain to NT$126, the stock is trading at a trailing P/E ratio of 34.2x, up from the previous P/E ratio of 27.4x. This compares to an average P/E of 22x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past year are 76%.分析記事 • Nov 17Is Yeedex Electronic Corporation's (GTSM:7556) 1.5% Dividend Worth Your Time?Is Yeedex Electronic Corporation (GTSM:7556) a good dividend stock? How can we tell? Dividend paying companies with...Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$0.83The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$102.1m (down 1.1% from 3Q 2019). Net income: NT$15.7m (down 13% from 3Q 2019). Profit margin: 15% (down from 18% in 3Q 2019). The decrease in margin was primarily driven by higher expenses.Is New 90 Day High Low • Nov 02New 90-day low: NT$94.50The company is down 29% from its price of NT$132 on 04 August 2020. The Taiwanese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 2.0% over the same period.Valuation Update With 7 Day Price Move • Oct 30Market pulls back on stock over the past weekAfter last week's 26% share price decline to NT$106, the stock is trading at a trailing P/E ratio of 27x, down from the previous P/E ratio of 36.3x. This compares to an average P/E of 23x in the Semiconductor industry in Taiwan.Is New 90 Day High Low • Oct 05New 90-day high: NT$143The company is up 8.0% from its price of NT$132 on 07 July 2020. The Taiwanese market is up 2.0% 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. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Yeedex Electronic は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TPEX:7556 - 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3/31/2026768207-119131N/A12/31/2025748190-57138N/A9/30/2025718186-8169N/A6/30/2025718185-4899N/A3/31/202568017062137N/A12/31/20246271471395N/A9/30/202459213327109N/A6/30/20245481143791N/A3/31/2024524110-565N/A12/31/2023517113-363N/A9/30/2023515119574N/A6/30/20235291302485N/A3/31/202354213482106N/A12/31/2022541130102127N/A9/30/2022541130125143N/A6/30/2022528121134147N/A3/31/2022500110127138N/A12/31/2021475102144151N/A9/30/202146495105113N/A6/30/20214378393100N/A3/31/2021430808996N/A12/31/2020422766377N/A9/30/2020414698097N/A6/30/2020412744385N/A3/31/2020404712365N/A12/31/201938369N/A58N/A9/30/201936465N/A35N/A6/30/201935055N/A45N/A3/31/201933556N/A56N/A12/31/201834458N/A47N/A12/31/201729944N/A62N/A12/31/201623229N/A46N/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: 7556の予測収益成長が 貯蓄率 ( 1.3% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 7556の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 7556の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 7556の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 7556の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: 7556の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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2026/05/26 08:51終値2026/05/26 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Yeedex Electronic Corporation 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Licheng ZhuangCapital Securities Corporationnull nullSinoPac Securities Investment Service
Reported Earnings • May 13First quarter 2026 earnings released: EPS: NT$2.00 (vs NT$1.95 in 1Q 2025)First quarter 2026 results: EPS: NT$2.00 (up from NT$1.95 in 1Q 2025). Revenue: NT$213.1m (up 11% from 1Q 2025). Net income: NT$68.9m (up 33% from 1Q 2025). Profit margin: 32% (up from 27% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • May 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$258, the stock trades at a trailing P/E ratio of 37x. Average trailing P/E is 44x in the Semiconductor industry in Taiwan. Total returns to shareholders of 219% over the past three years.
New Risk • Apr 29New 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 9.0% 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 High level of non-cash earnings (29% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.0% average weekly change).
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$199, the stock trades at a trailing P/E ratio of 28.6x. Average trailing P/E is 40x in the Semiconductor industry in Taiwan. Total returns to shareholders of 140% over the past three years.
Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$7.10 (vs NT$5.54 in FY 2024)Full year 2025 results: EPS: NT$7.10 (up from NT$5.54 in FY 2024). Revenue: NT$747.7m (up 19% from FY 2024). Net income: NT$189.9m (up 29% from FY 2024). Profit margin: 25% (up from 23% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 05Yeedex Electronic Corporation, Annual General Meeting, May 27, 2026Yeedex Electronic Corporation, Annual General Meeting, May 27, 2026. Location: no,68, chung shan rd., jhudong township, hsinchu county Taiwan
Board Change • Feb 24Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Limei Qiu was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$1.68 (vs NT$1.66 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.68 (up from NT$1.66 in 3Q 2024). Revenue: NT$171.9m (flat on 3Q 2024). Net income: NT$44.6m (up 1.5% from 3Q 2024). Profit margin: 26% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Sep 26New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (33% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
New Risk • Aug 15New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 33% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$1.92 (vs NT$1.35 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.92 (up from NT$1.35 in 2Q 2024). Revenue: NT$190.7m (up 24% from 2Q 2024). Net income: NT$50.8m (up 41% from 2Q 2024). Profit margin: 27% (up from 23% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jul 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.1% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Jun 29Upcoming dividend of NT$3.20 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 08 August 2025. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 1.8%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (2.2%).
Declared Dividend • Jun 14Dividend of NT$3.20 announcedShareholders will receive a dividend of NT$3.20. Ex-date: 3rd July 2025 Payment date: 8th August 2025 Dividend yield will be 2.0%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (48% earnings payout ratio) but not covered by cash flows (130% cash payout ratio). The dividend has increased by an average of 14% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 16% 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$2.05 (vs NT$1.13 in 1Q 2024)First quarter 2025 results: EPS: NT$2.05 (up from NT$1.13 in 1Q 2024). Revenue: NT$192.4m (up 38% from 1Q 2024). Net income: NT$51.7m (up 81% from 1Q 2024). Profit margin: 27% (up from 21% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$163, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 24x in the Semiconductor industry in Taiwan. Total returns to shareholders of 74% over the past three years.
New Risk • Apr 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.01b (US$91.3m) 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: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 6x cash flows per share). Share price has been volatile over the past 3 months (7.9% average weekly change). Market cap is less than US$100m (NT$3.01b market cap, or US$91.3m).
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to NT$119, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 33% over the past three years.
Reported Earnings • Mar 07Full year 2024 earnings released: EPS: NT$5.82 (vs NT$4.48 in FY 2023)Full year 2024 results: EPS: NT$5.82 (up from NT$4.48 in FY 2023). Revenue: NT$627.0m (up 21% from FY 2023). Net income: NT$146.9m (up 30% from FY 2023). Profit margin: 23% (up from 22% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 26Yeedex Electronic Corporation, Annual General Meeting, May 27, 2025Yeedex Electronic Corporation, Annual General Meeting, May 27, 2025. Location: no,68, chung shan rd., jhudong township, hsinchu county Taiwan
New Risk • Dec 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$148, the stock trades at a trailing P/E ratio of 28.1x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 50% over the past three years.
New Risk • Nov 21New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.26b (US$100.0m) 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 Dividend is not well covered by cash flows (226% cash payout ratio). Market cap is less than US$100m (NT$3.26b market cap, or US$100.0m).
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: NT$1.74 (vs NT$1.02 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.74 (up from NT$1.02 in 3Q 2023). Revenue: NT$172.0m (up 34% from 3Q 2023). Net income: NT$44.0m (up 70% from 3Q 2023). Profit margin: 26% (up from 20% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 1.5% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in Taiwan are expected to grow by 17%. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.
Reported Earnings • Aug 11Second quarter 2024 earnings released: EPS: NT$1.42 (vs NT$1.24 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.42 (up from NT$1.24 in 2Q 2023). Revenue: NT$153.5m (up 18% from 2Q 2023). Net income: NT$35.9m (up 15% from 2Q 2023). Profit margin: 23% (in line with 2Q 2023). Revenue is forecast to grow 2.3% 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 whereas the company’s share price has increased by 8% per year.
Upcoming Dividend • Jul 01Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 08 July 2024. Payment date: 09 August 2024. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Taiwanese dividend payers (4.2%). In line with average of industry peers (2.0%).
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$1.19 (vs NT$1.33 in 1Q 2023)First quarter 2024 results: EPS: NT$1.19 (down from NT$1.33 in 1Q 2023). Revenue: NT$139.0m (up 5.9% from 1Q 2023). Net income: NT$28.6m (down 11% from 1Q 2023). Profit margin: 21% (down from 24% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.
New Risk • May 16New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.19b (US$99.2m) 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: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (NT$3.19b market cap, or US$99.2m).
New Risk • Mar 06New 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 5.6% 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 High level of non-cash earnings (28% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.6% average weekly change).
Reported Earnings • Mar 05Full year 2023 earnings released: EPS: NT$4.71 (vs NT$5.42 in FY 2022)Full year 2023 results: EPS: NT$4.71 (down from NT$5.42 in FY 2022). Revenue: NT$516.5m (down 4.6% from FY 2022). Net income: NT$113.2m (down 13% from FY 2022). Profit margin: 22% (down from 24% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Mar 01Yeedex Electronic Corporation, Annual General Meeting, May 30, 2024Yeedex Electronic Corporation, Annual General Meeting, May 30, 2024.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$150, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 28x in the Semiconductor industry in Taiwan. Total returns to shareholders of 1.4% over the past three years.
New Risk • Aug 11New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 31% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (31% accrual ratio). Minor Risks Dividend is not well covered by cash flows (282% cash payout ratio). Market cap is less than US$100m (NT$2.48b market cap, or US$77.9m).
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: NT$1.30 (vs NT$1.45 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.30 (down from NT$1.45 in 2Q 2022). Revenue: NT$129.6m (down 9.4% from 2Q 2022). Net income: NT$31.3m (down 10% from 2Q 2022). Profit margin: 24% (in line with 2Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jul 03Upcoming dividend of NT$3.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 10 July 2023. Payment date: 15 August 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.6%. 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 • Jun 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$125, the stock trades at a trailing P/E ratio of 22x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total returns to shareholders of 48% over the past three years.
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$121, the stock trades at a trailing P/E ratio of 21.3x. Average trailing P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 67% over the past three years.
Reported Earnings • Feb 28Full year 2022 earnings released: EPS: NT$5.69 (vs NT$4.44 in FY 2021)Full year 2022 results: EPS: NT$5.69 (up from NT$4.44 in FY 2021). Revenue: NT$541.3m (up 14% from FY 2021). Net income: NT$130.4m (up 28% from FY 2021). Profit margin: 24% (up from 21% 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 19% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$1.60 (vs NT$1.22 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.60 (up from NT$1.22 in 3Q 2021). Revenue: NT$141.4m (up 9.8% from 3Q 2021). Net income: NT$36.7m (up 31% from 3Q 2021). Profit margin: 26% (up from 22% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year.
Board Change • Nov 16Less 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.
Reported Earnings • Aug 15Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: NT$143.1m (up 24% from 2Q 2021). Net income: NT$34.9m (up 48% from 2Q 2021). Profit margin: 24% (up from 20% in 2Q 2021). The increase in margin was driven by higher revenue.
Upcoming Dividend • Jul 08Upcoming dividend of NT$2.40 per shareEligible shareholders must have bought the stock before 15 July 2022. Payment date: 15 August 2022. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Taiwanese dividend payers (6.8%). Lower than average of industry peers (3.8%).
Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$1.31 (vs NT$0.94 in 1Q 2021)First quarter 2022 results: EPS: NT$1.31 (up from NT$0.94 in 1Q 2021). Revenue: NT$130.4m (up 24% from 1Q 2021). Net income: NT$28.8m (up 39% from 1Q 2021). Profit margin: 22% (up from 20% in 1Q 2021). The increase in margin was driven by higher revenue.
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.
Reported Earnings • Feb 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: NT$4.62 (up from NT$3.85 in FY 2020). Revenue: NT$475.3m (up 13% from FY 2020). Net income: NT$101.8m (up 33% from FY 2020). Profit margin: 21% (up from 18% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$1.27 (vs NT$0.81 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$128.8m (up 26% from 3Q 2020). Net income: NT$28.0m (up 79% from 3Q 2020). Profit margin: 22% (up from 15% in 3Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$124, the stock trades at a trailing P/E ratio of 32.9x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total loss to shareholders of 4.5% over the past year.
Upcoming Dividend • Aug 19Upcoming dividend of NT$2.10 per shareEligible shareholders must have bought the stock before 26 August 2021. Payment date: 27 September 2021. Trailing yield: 1.8%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (2.2%).
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$1.10 (vs NT$1.08 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$115.5m (up 6.8% from 2Q 2020). Net income: NT$23.5m (up 15% from 2Q 2020). Profit margin: 20% (up from 19% in 2Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$150, the stock trades at a trailing P/E ratio of 37.6x. Average trailing P/E is 25x in the Semiconductor industry in Taiwan. Total returns to shareholders of 22% over the past year.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$141, the stock trades at a trailing P/E ratio of 35.3x. Average trailing P/E is 23x in the Semiconductor industry in Taiwan. Total returns to shareholders of 28% over the past year.
Reported Earnings • May 16First quarter 2021 earnings released: EPS NT$0.97 (vs NT$0.94 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$105.4m (up 8.1% from 1Q 2020). Net income: NT$20.7m (up 18% from 1Q 2020). Profit margin: 20% (up from 18% in 1Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$113, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 43% over the past year.
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Reported Earnings • Mar 27Full year 2020 earnings released: EPS NT$3.96 (vs NT$3.74 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: NT$421.8m (up 10% from FY 2019). Net income: NT$76.5m (up 11% from FY 2019). Profit margin: 18% (in line with FY 2019).
Is New 90 Day High Low • Feb 20New 90-day high: NT$162The company is up 34% from its price of NT$121 on 20 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 35% over the same period.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$162, the stock is trading at a trailing P/E ratio of 44.1x, up from the previous P/E ratio of 36.6x. This compares to an average P/E of 28x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past year are 73%.
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Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 25% share price gain to NT$136, the stock is trading at a trailing P/E ratio of 37x, up from the previous P/E ratio of 29.6x. This compares to an average P/E of 26x in the Semiconductor industry in Taiwan.
Is New 90 Day High Low • Jan 27New 90-day high: NT$136The company is up 28% from its price of NT$106 on 30 October 2020. The Taiwanese market is up 21% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 38% over the same period.
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Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 25% share price gain to NT$126, the stock is trading at a trailing P/E ratio of 34.2x, up from the previous P/E ratio of 27.4x. This compares to an average P/E of 22x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past year are 76%.
分析記事 • Nov 17Is Yeedex Electronic Corporation's (GTSM:7556) 1.5% Dividend Worth Your Time?Is Yeedex Electronic Corporation (GTSM:7556) a good dividend stock? How can we tell? Dividend paying companies with...
Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$0.83The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$102.1m (down 1.1% from 3Q 2019). Net income: NT$15.7m (down 13% from 3Q 2019). Profit margin: 15% (down from 18% in 3Q 2019). The decrease in margin was primarily driven by higher expenses.
Is New 90 Day High Low • Nov 02New 90-day low: NT$94.50The company is down 29% from its price of NT$132 on 04 August 2020. The Taiwanese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 2.0% over the same period.
Valuation Update With 7 Day Price Move • Oct 30Market pulls back on stock over the past weekAfter last week's 26% share price decline to NT$106, the stock is trading at a trailing P/E ratio of 27x, down from the previous P/E ratio of 36.3x. This compares to an average P/E of 23x in the Semiconductor industry in Taiwan.
Is New 90 Day High Low • Oct 05New 90-day high: NT$143The company is up 8.0% from its price of NT$132 on 07 July 2020. The Taiwanese market is up 2.0% 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.