Ampire（8049）株式概要アンパイア株式会社は、オセアニア、台湾、アジア、アフリカ、米州、欧州で産業用液晶ディスプレイ（LCD）モジュールを製造・販売しています。 詳細8049 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績1/6財務の健全性6/6配当金5/6報酬株価収益率（ 15.3 x） TW市場（ 22.1 x）を下回っています。リスク分析過去5年間で収益は年間6.3%減少しました。 不安定な配当実績 意味のある時価総額がありません ( NT$3B )利益率(15.8%)は昨年より低い(22.7%) すべてのリスクチェックを見る8049 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$25.90170.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture03b2016201920222025202620282031Revenue NT$744.3mEarnings NT$117.6mAdvancedSet Fair ValueView all narrativesAmpire Co., Ltd. 競合他社Davicom SemiconductorSymbol: TWSE:3094Market cap: NT$2.8bSolomon Data InternationalSymbol: TPEX:5432Market cap: NT$2.9bData ImageSymbol: TWSE:3168Market cap: NT$3.4beGalax_eMPIA TechnologySymbol: TPEX:3556Market cap: NT$3.3b価格と性能株価の高値、安値、推移の概要Ampire過去の株価現在の株価NT$25.9052週高値NT$31.7052週安値NT$24.50ベータ0.171ヶ月の変化0.78%3ヶ月変化-2.26%1年変化-16.85%3年間の変化-29.52%5年間の変化12.36%IPOからの変化9.96%最新ニュースReported Earnings • May 01First quarter 2026 earnings released: EPS: NT$0.45 (vs NT$0.46 in 1Q 2025)First quarter 2026 results: EPS: NT$0.45 (down from NT$0.46 in 1Q 2025). Revenue: NT$284.8m (down 12% from 1Q 2025). Net income: NT$52.6m (down 3.9% from 1Q 2025). Profit margin: 19% (up from 17% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.New Risk • Mar 03New major risk - Revenue and earnings growthEarnings have declined by 2.8% 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 2.8% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (119% payout ratio). Profit margins are more than 30% lower than last year (15% net profit margin). Market cap is less than US$100m (NT$3.15b market cap, or US$99.5m).Reported Earnings • Mar 03Full year 2025 earnings released: EPS: NT$1.72 (vs NT$2.50 in FY 2024)Full year 2025 results: EPS: NT$1.72 (down from NT$2.50 in FY 2024). Revenue: NT$1.31b (flat on FY 2024). Net income: NT$203.0m (down 31% from FY 2024). Profit margin: 16% (down from 22% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Feb 26Ampire Co., Ltd., Annual General Meeting, May 28, 2026Ampire Co., Ltd., Annual General Meeting, May 28, 2026. Location: 27 floor no,90, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city TaiwanReported Earnings • Nov 04Third quarter 2025 earnings released: EPS: NT$0.49 (vs NT$0.42 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.49 (up from NT$0.42 in 3Q 2024). Revenue: NT$318.5m (down 9.9% from 3Q 2024). Net income: NT$58.5m (up 17% from 3Q 2024). Profit margin: 18% (up from 14% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.New Risk • Aug 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.00b (US$99.0m) 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 124% Cash payout ratio: 129% Minor Risks Profit margins are more than 30% lower than last year (14% net profit margin). Market cap is less than US$100m (NT$3.00b market cap, or US$99.0m).最新情報をもっと見るRecent updatesReported Earnings • May 01First quarter 2026 earnings released: EPS: NT$0.45 (vs NT$0.46 in 1Q 2025)First quarter 2026 results: EPS: NT$0.45 (down from NT$0.46 in 1Q 2025). Revenue: NT$284.8m (down 12% from 1Q 2025). Net income: NT$52.6m (down 3.9% from 1Q 2025). Profit margin: 19% (up from 17% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.New Risk • Mar 03New major risk - Revenue and earnings growthEarnings have declined by 2.8% 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 2.8% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (119% payout ratio). Profit margins are more than 30% lower than last year (15% net profit margin). Market cap is less than US$100m (NT$3.15b market cap, or US$99.5m).Reported Earnings • Mar 03Full year 2025 earnings released: EPS: NT$1.72 (vs NT$2.50 in FY 2024)Full year 2025 results: EPS: NT$1.72 (down from NT$2.50 in FY 2024). Revenue: NT$1.31b (flat on FY 2024). Net income: NT$203.0m (down 31% from FY 2024). Profit margin: 16% (down from 22% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Feb 26Ampire Co., Ltd., Annual General Meeting, May 28, 2026Ampire Co., Ltd., Annual General Meeting, May 28, 2026. Location: 27 floor no,90, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city TaiwanReported Earnings • Nov 04Third quarter 2025 earnings released: EPS: NT$0.49 (vs NT$0.42 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.49 (up from NT$0.42 in 3Q 2024). Revenue: NT$318.5m (down 9.9% from 3Q 2024). Net income: NT$58.5m (up 17% from 3Q 2024). Profit margin: 18% (up from 14% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.New Risk • Aug 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.00b (US$99.0m) 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 124% Cash payout ratio: 129% Minor Risks Profit margins are more than 30% lower than last year (14% net profit margin). Market cap is less than US$100m (NT$3.00b market cap, or US$99.0m).Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: NT$0.31 (vs NT$1.16 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.31 (down from NT$1.16 in 2Q 2024). Revenue: NT$321.5m (up 15% from 2Q 2024). Net income: NT$36.5m (down 74% from 2Q 2024). Profit margin: 11% (down from 49% 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 17% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Upcoming Dividend • Jun 16Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 23 June 2025. Payment date: 18 July 2025. Payout ratio is on the higher end at 81%, and the cash payout ratio is above 100%. Trailing yield: 6.7%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (2.3%).お知らせ • May 30Ampire Co., Ltd. Approves the Election of Liu, Xuen-Da and Liu, Ru-Fen as DirectorsAmpire Co., Ltd. approved the election of Liu, Xuen-Da and Liu, Ru-Fen as directors, at its AGM held on May 29, 2025.Reported Earnings • May 05First quarter 2025 earnings released: EPS: NT$0.46 (vs NT$0.50 in 1Q 2024)First quarter 2025 results: EPS: NT$0.46 (down from NT$0.50 in 1Q 2024). Revenue: NT$324.2m (down 10% from 1Q 2024). Net income: NT$54.7m (down 6.8% from 1Q 2024). Profit margin: 17% (in line with 1Q 2024). 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 7% per year, which means it is well ahead of earnings.お知らせ • Apr 17Ampire Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025Ampire Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025New Risk • Apr 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.21b (US$97.0m) 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 101% Cash payout ratio: 108% Minor Risk Market cap is less than US$100m (NT$3.21b market cap, or US$97.0m).Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$27.10, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 29% over the past three years.お知らせ • Feb 26Ampire Co., Ltd., Annual General Meeting, May 29, 2025Ampire Co., Ltd., Annual General Meeting, May 29, 2025, at 09:00 Taipei Standard Time. Location: 27 floor no,90, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city Taiwanお知らせ • Feb 18Ampire Co., Ltd. to Report Fiscal Year 2024 Results on Feb 25, 2025Ampire Co., Ltd. announced that they will report fiscal year 2024 results on Feb 25, 2025Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: NT$0.42 (vs NT$0.94 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.42 (down from NT$0.94 in 3Q 2023). Revenue: NT$353.3m (down 32% from 3Q 2023). Net income: NT$50.0m (down 55% from 3Q 2023). Profit margin: 14% (down from 21% in 3Q 2023). The decrease in margin was driven by lower revenue. 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 11% per year.お知らせ • Oct 22Ampire Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Ampire Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$1.16 (vs NT$1.08 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.16 (up from NT$1.08 in 2Q 2023). Revenue: NT$279.6m (down 49% from 2Q 2023). Net income: NT$137.3m (up 7.2% from 2Q 2023). Profit margin: 49% (up from 23% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 14% per year.Declared Dividend • Aug 03Dividend reduced to NT$2.70Dividend of NT$2.70 is 10.0% lower than last year. Ex-date: 15th August 2024 Payment date: 9th September 2024 Dividend yield will be 6.7%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (87% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 16% per year over the past 8 years and payments have been stable during that time. Earnings per share has grown by 3.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jul 19Ampire Co., Ltd. to Report Q2, 2024 Results on Jul 30, 2024Ampire Co., Ltd. announced that they will report Q2, 2024 results on Jul 30, 2024Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.50 (vs NT$0.78 in 1Q 2023)First quarter 2024 results: EPS: NT$0.50 (down from NT$0.78 in 1Q 2023). Revenue: NT$360.8m (down 40% from 1Q 2023). Net income: NT$58.7m (down 37% from 1Q 2023). Profit margin: 16% (in line with 1Q 2023). 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 20% per year.Reported Earnings • Mar 19Full year 2023 earnings released: EPS: NT$3.39 (vs NT$3.82 in FY 2022)Full year 2023 results: EPS: NT$3.39 (down from NT$3.82 in FY 2022). Revenue: NT$2.09b (down 14% from FY 2022). Net income: NT$401.2m (down 11% from FY 2022). Profit margin: 19% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 21% per year.お知らせ • Mar 01Ampire Co., Ltd., Annual General Meeting, May 29, 2024Ampire Co., Ltd., Annual General Meeting, May 29, 2024. Location: 27F., No.90, Sec. 1, Xintai 5th Rd Xizhi Dist New Taipei Taiwan Agenda: To consider Business Report 2023; to consider Audit Committee's review report on the annual final accounting books and statements; to consider Directors' and employees' remuneration for fiscal 2023; to consider Information on investment in mainland China; to consider Proposal for amending Rules of Board Meeting.Upcoming Dividend • Aug 09Upcoming dividend of NT$3.00 per share at 7.3% yieldEligible shareholders must have bought the stock before 16 August 2023. Payment date: 08 September 2023. Payout ratio is on the higher end at 75%, however this is supported by cash flows. Trailing yield: 7.3%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.3%).Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: NT$1.08 (vs NT$1.09 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.08 (down from NT$1.09 in 2Q 2022). Revenue: NT$549.4m (down 7.1% from 2Q 2022). Net income: NT$128.1m (flat on 2Q 2022). Profit margin: 23% (up from 22% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 20% per year.Reported Earnings • Jun 17First quarter 2023 earnings released: EPS: NT$0.78 (vs NT$0.61 in 1Q 2022)First quarter 2023 results: EPS: NT$0.78 (up from NT$0.61 in 1Q 2022). Revenue: NT$599.6m (up 24% from 1Q 2022). Net income: NT$92.6m (up 28% from 1Q 2022). Profit margin: 15% (in line with 1Q 2022). 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 21% per year.Reported Earnings • Mar 23Full year 2022 earnings released: EPS: NT$3.82 (vs NT$2.61 in FY 2021)Full year 2022 results: EPS: NT$3.82 (up from NT$2.61 in FY 2021). Revenue: NT$2.42b (up 20% from FY 2021). Net income: NT$451.7m (up 46% from FY 2021). Profit margin: 19% (up from 15% 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 increased by 32% per year, which means it is tracking significantly ahead of earnings growth.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. 9 experienced directors. No highly experienced directors. 2 independent directors (5 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 • Nov 13Third quarter 2022 earnings released: EPS: NT$1.10 (vs NT$0.67 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.10 (up from NT$0.67 in 3Q 2021). Revenue: NT$659.2m (up 22% from 3Q 2021). Net income: NT$130.3m (up 65% from 3Q 2021). Profit margin: 20% (up from 15% 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 13% per year whereas the company’s share price has increased by 9% per year.Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$30.50, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 13x in the Semiconductor industry in Taiwan. Total returns to shareholders of 73% over the past three years.Buying Opportunity • Aug 24Now 20% undervaluedOver the last 90 days, the stock is up 2.0%. The fair value is estimated to be NT$31.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.8%.Upcoming Dividend • Aug 10Upcoming dividend of NT$2.10 per shareEligible shareholders must have bought the stock before 17 August 2022. Payment date: 08 September 2022. Payout ratio is a comfortable 71% and the cash payout ratio is 98%. Trailing yield: 7.7%. Within top quartile of Taiwanese dividend payers (6.6%). Higher than average of industry peers (3.6%).Reported Earnings • Aug 06Second quarter 2022 earnings released: EPS: NT$1.09 (vs NT$0.68 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.09 (up from NT$0.68 in 2Q 2021). Revenue: NT$591.3m (up 15% from 2Q 2021). Net income: NT$128.9m (up 61% from 2Q 2021). Profit margin: 22% (up from 16% 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 6% per year whereas the company’s share price has increased by 2% per year.Reported Earnings • May 12First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: NT$0.61 (down from NT$0.66 in 1Q 2021). Revenue: NT$484.7m (up 11% from 1Q 2021). Net income: NT$72.1m (down 8.0% from 1Q 2021). Profit margin: 15% (down from 18% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 19%. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 1% per year.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. 10 experienced directors. No highly experienced directors. 2 independent directors (5 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 • Mar 04Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$2.61 (up from NT$2.06 in FY 2020). Revenue: NT$2.03b (up 14% from FY 2020). Net income: NT$309.1m (up 27% from FY 2020). Profit margin: 15% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 19%. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$0.67 (vs NT$0.46 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$540.0m (up 27% from 3Q 2020). Net income: NT$79.1m (up 46% from 3Q 2020). Profit margin: 15% (up from 13% 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 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 17Upcoming dividend of NT$1.65 per shareEligible shareholders must have bought the stock before 24 August 2021. Payment date: 16 September 2021. Trailing yield: 6.6%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (2.2%).Reported Earnings • Aug 10Second quarter 2021 earnings released: EPS NT$0.68 (vs NT$0.75 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: NT$516.0m (down 10% from 2Q 2020). Net income: NT$79.9m (down 9.9% from 2Q 2020). Profit margin: 16% (in line with 2Q 2020). 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 9% per year, which means it is well ahead of earnings.Reported Earnings • May 11First quarter 2021 earnings released: EPS NT$0.66 (vs NT$0.43 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$436.3m (up 13% from 1Q 2020). Net income: NT$78.3m (up 55% from 1Q 2020). Profit margin: 18% (up from 13% 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 1% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.分析記事 • Apr 14Read This Before Buying Ampire Co., Ltd. (GTSM:8049) For Its DividendIs Ampire Co., Ltd. ( GTSM:8049 ) a good dividend stock? How can we tell? Dividend paying companies with growing...Reported Earnings • Mar 24Full year 2020 earnings released: EPS NT$2.06 (vs NT$2.24 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: NT$1.78b (down 7.1% from FY 2019). Net income: NT$243.9m (down 8.1% from FY 2019). Profit margin: 14% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Mar 23Ampire (GTSM:8049) Is Looking To Continue Growing Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...お知らせ • Mar 09Ampire Co., Ltd., Annual General Meeting, May 28, 2021Ampire Co., Ltd., Annual General Meeting, May 28, 2021.Reported Earnings • Mar 04Full year 2020 earnings released: EPS NT$2.06 (vs NT$2.24 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: NT$1.78b (down 7.1% from FY 2019). Net income: NT$243.9m (down 8.1% from FY 2019). Profit margin: 14% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 24Ampire (GTSM:8049) Has Gifted Shareholders With A Fantastic 117% Total Return On Their InvestmentIf you buy and hold a stock for many years, you'd hope to be making a profit. But more than that, you probably want to...Is New 90 Day High Low • Feb 20New 90-day high: NT$22.30The company is up 12% from its price of NT$20.00 on 20 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 34% over the same period.分析記事 • Feb 03Ampire Co., Ltd.'s (GTSM:8049) Recent Stock Performance Looks Decent- Can Strong Fundamentals Be the Reason?Ampire's (GTSM:8049) stock up by 6.7% over the past three months. Since the market usually pay for a company’s...Is New 90 Day High Low • Jan 14New 90-day high: NT$21.20The company is up 12% from its price of NT$19.00 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 34% over the same period.分析記事 • Jan 13Three Things You Should Check Before Buying Ampire Co., Ltd. (GTSM:8049) For Its DividendIs Ampire Co., Ltd. ( GTSM:8049 ) a good dividend stock? How can we tell? Dividend paying companies with growing...分析記事 • Dec 16What Do The Returns At Ampire (GTSM:8049) Mean Going Forward?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Is New 90 Day High Low • Dec 01New 90-day high: NT$20.45The company is up 2.0% from its price of NT$20.00 on 02 September 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 14% over the same period.分析記事 • Nov 25Ampire (GTSM:8049) Has Gifted Shareholders With A Fantastic 160% Total Return On Their InvestmentWhen we invest, we're generally looking for stocks that outperform the market average. And the truth is, you can make...Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.46The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$424.3m (down 13% from 3Q 2019). Net income: NT$54.0m (down 18% from 3Q 2019). Profit margin: 13% (down from 14% in 3Q 2019). The decrease in margin was driven by lower revenue. 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 5% per year.Is New 90 Day High Low • Sep 24New 90-day low: NT$18.95The company is down 14% from its price of NT$22.10 on 24 June 2020. The Taiwanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 26% over the same period.株主還元8049TW SemiconductorTW 市場7D1.0%-0.6%-0.9%1Y-16.9%135.8%88.1%株主還元を見る業界別リターン: 8049過去 1 年間で135.8 % の収益を上げたTW Semiconductor業界を下回りました。リターン対市場: 8049は、過去 1 年間で88.1 % のリターンを上げたTW市場を下回りました。価格変動Is 8049's price volatile compared to industry and market?8049 volatility8049 Average Weekly Movement2.1%Semiconductor Industry Average Movement9.7%Market Average Movement6.2%10% most volatile stocks in TW Market12.2%10% least volatile stocks in TW Market2.5%安定した株価: 8049 、 TW市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 8049の 週次ボラティリティ ( 2% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1998n/aChi-Yong Chenwww.ampire.com.twアンパイア株式会社は、オセアニア、台湾、アジア、アフリカ、アメリカ、ヨーロッパで産業用液晶ディスプレイ（LCD）モジュールを製造・販売している。TFTモジュール、UARTモジュール、タッチパネルのほか、グラフィック、キャラクタ、オープンフレーム製品を提供。また、データ保存・処理装置、電子部品、その他の電気・電子機械器具の製造・販売や、LCDモニター、LCDモジュール、タッチスクリーンで構成される事務用機械器具、その他の機械器具の小売も行っている。Ltd.は1998年に設立され、台湾の新北市に本社を置いている。もっと見るAmpire Co., Ltd. 基礎のまとめAmpire の収益と売上を時価総額と比較するとどうか。8049 基礎統計学時価総額NT$3.06b収益（TTM）NT$200.85m売上高(TTM)NT$1.27b15.3xPER（株価収益率2.4xP/Sレシオ8049 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計8049 損益計算書（TTM）収益NT$1.27b売上原価NT$909.54m売上総利益NT$361.51mその他の費用NT$160.65m収益NT$200.85m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.70グロス・マージン28.44%純利益率15.80%有利子負債／自己資本比率0%8049 の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.4%現在の配当利回り82%配当性向View Valuation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2026/05/18 20:52終値2026/05/18 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Ampire Co., Ltd. 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。0
Reported Earnings • May 01First quarter 2026 earnings released: EPS: NT$0.45 (vs NT$0.46 in 1Q 2025)First quarter 2026 results: EPS: NT$0.45 (down from NT$0.46 in 1Q 2025). Revenue: NT$284.8m (down 12% from 1Q 2025). Net income: NT$52.6m (down 3.9% from 1Q 2025). Profit margin: 19% (up from 17% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
New Risk • Mar 03New major risk - Revenue and earnings growthEarnings have declined by 2.8% 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 2.8% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (119% payout ratio). Profit margins are more than 30% lower than last year (15% net profit margin). Market cap is less than US$100m (NT$3.15b market cap, or US$99.5m).
Reported Earnings • Mar 03Full year 2025 earnings released: EPS: NT$1.72 (vs NT$2.50 in FY 2024)Full year 2025 results: EPS: NT$1.72 (down from NT$2.50 in FY 2024). Revenue: NT$1.31b (flat on FY 2024). Net income: NT$203.0m (down 31% from FY 2024). Profit margin: 16% (down from 22% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 26Ampire Co., Ltd., Annual General Meeting, May 28, 2026Ampire Co., Ltd., Annual General Meeting, May 28, 2026. Location: 27 floor no,90, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city Taiwan
Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: NT$0.49 (vs NT$0.42 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.49 (up from NT$0.42 in 3Q 2024). Revenue: NT$318.5m (down 9.9% from 3Q 2024). Net income: NT$58.5m (up 17% from 3Q 2024). Profit margin: 18% (up from 14% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
New Risk • Aug 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.00b (US$99.0m) 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 124% Cash payout ratio: 129% Minor Risks Profit margins are more than 30% lower than last year (14% net profit margin). Market cap is less than US$100m (NT$3.00b market cap, or US$99.0m).
Reported Earnings • May 01First quarter 2026 earnings released: EPS: NT$0.45 (vs NT$0.46 in 1Q 2025)First quarter 2026 results: EPS: NT$0.45 (down from NT$0.46 in 1Q 2025). Revenue: NT$284.8m (down 12% from 1Q 2025). Net income: NT$52.6m (down 3.9% from 1Q 2025). Profit margin: 19% (up from 17% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
New Risk • Mar 03New major risk - Revenue and earnings growthEarnings have declined by 2.8% 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 2.8% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (119% payout ratio). Profit margins are more than 30% lower than last year (15% net profit margin). Market cap is less than US$100m (NT$3.15b market cap, or US$99.5m).
Reported Earnings • Mar 03Full year 2025 earnings released: EPS: NT$1.72 (vs NT$2.50 in FY 2024)Full year 2025 results: EPS: NT$1.72 (down from NT$2.50 in FY 2024). Revenue: NT$1.31b (flat on FY 2024). Net income: NT$203.0m (down 31% from FY 2024). Profit margin: 16% (down from 22% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 26Ampire Co., Ltd., Annual General Meeting, May 28, 2026Ampire Co., Ltd., Annual General Meeting, May 28, 2026. Location: 27 floor no,90, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city Taiwan
Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: NT$0.49 (vs NT$0.42 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.49 (up from NT$0.42 in 3Q 2024). Revenue: NT$318.5m (down 9.9% from 3Q 2024). Net income: NT$58.5m (up 17% from 3Q 2024). Profit margin: 18% (up from 14% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
New Risk • Aug 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.00b (US$99.0m) 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 124% Cash payout ratio: 129% Minor Risks Profit margins are more than 30% lower than last year (14% net profit margin). Market cap is less than US$100m (NT$3.00b market cap, or US$99.0m).
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: NT$0.31 (vs NT$1.16 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.31 (down from NT$1.16 in 2Q 2024). Revenue: NT$321.5m (up 15% from 2Q 2024). Net income: NT$36.5m (down 74% from 2Q 2024). Profit margin: 11% (down from 49% 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 17% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Upcoming Dividend • Jun 16Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 23 June 2025. Payment date: 18 July 2025. Payout ratio is on the higher end at 81%, and the cash payout ratio is above 100%. Trailing yield: 6.7%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (2.3%).
お知らせ • May 30Ampire Co., Ltd. Approves the Election of Liu, Xuen-Da and Liu, Ru-Fen as DirectorsAmpire Co., Ltd. approved the election of Liu, Xuen-Da and Liu, Ru-Fen as directors, at its AGM held on May 29, 2025.
Reported Earnings • May 05First quarter 2025 earnings released: EPS: NT$0.46 (vs NT$0.50 in 1Q 2024)First quarter 2025 results: EPS: NT$0.46 (down from NT$0.50 in 1Q 2024). Revenue: NT$324.2m (down 10% from 1Q 2024). Net income: NT$54.7m (down 6.8% from 1Q 2024). Profit margin: 17% (in line with 1Q 2024). 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 7% per year, which means it is well ahead of earnings.
お知らせ • Apr 17Ampire Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025Ampire Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025
New Risk • Apr 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.21b (US$97.0m) 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 101% Cash payout ratio: 108% Minor Risk Market cap is less than US$100m (NT$3.21b market cap, or US$97.0m).
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$27.10, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 29% over the past three years.
お知らせ • Feb 26Ampire Co., Ltd., Annual General Meeting, May 29, 2025Ampire Co., Ltd., Annual General Meeting, May 29, 2025, at 09:00 Taipei Standard Time. Location: 27 floor no,90, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city Taiwan
お知らせ • Feb 18Ampire Co., Ltd. to Report Fiscal Year 2024 Results on Feb 25, 2025Ampire Co., Ltd. announced that they will report fiscal year 2024 results on Feb 25, 2025
Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: NT$0.42 (vs NT$0.94 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.42 (down from NT$0.94 in 3Q 2023). Revenue: NT$353.3m (down 32% from 3Q 2023). Net income: NT$50.0m (down 55% from 3Q 2023). Profit margin: 14% (down from 21% in 3Q 2023). The decrease in margin was driven by lower revenue. 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 11% per year.
お知らせ • Oct 22Ampire Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Ampire Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$1.16 (vs NT$1.08 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.16 (up from NT$1.08 in 2Q 2023). Revenue: NT$279.6m (down 49% from 2Q 2023). Net income: NT$137.3m (up 7.2% from 2Q 2023). Profit margin: 49% (up from 23% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 14% per year.
Declared Dividend • Aug 03Dividend reduced to NT$2.70Dividend of NT$2.70 is 10.0% lower than last year. Ex-date: 15th August 2024 Payment date: 9th September 2024 Dividend yield will be 6.7%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (87% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 16% per year over the past 8 years and payments have been stable during that time. Earnings per share has grown by 3.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 19Ampire Co., Ltd. to Report Q2, 2024 Results on Jul 30, 2024Ampire Co., Ltd. announced that they will report Q2, 2024 results on Jul 30, 2024
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.50 (vs NT$0.78 in 1Q 2023)First quarter 2024 results: EPS: NT$0.50 (down from NT$0.78 in 1Q 2023). Revenue: NT$360.8m (down 40% from 1Q 2023). Net income: NT$58.7m (down 37% from 1Q 2023). Profit margin: 16% (in line with 1Q 2023). 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 20% per year.
Reported Earnings • Mar 19Full year 2023 earnings released: EPS: NT$3.39 (vs NT$3.82 in FY 2022)Full year 2023 results: EPS: NT$3.39 (down from NT$3.82 in FY 2022). Revenue: NT$2.09b (down 14% from FY 2022). Net income: NT$401.2m (down 11% from FY 2022). Profit margin: 19% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 21% per year.
お知らせ • Mar 01Ampire Co., Ltd., Annual General Meeting, May 29, 2024Ampire Co., Ltd., Annual General Meeting, May 29, 2024. Location: 27F., No.90, Sec. 1, Xintai 5th Rd Xizhi Dist New Taipei Taiwan Agenda: To consider Business Report 2023; to consider Audit Committee's review report on the annual final accounting books and statements; to consider Directors' and employees' remuneration for fiscal 2023; to consider Information on investment in mainland China; to consider Proposal for amending Rules of Board Meeting.
Upcoming Dividend • Aug 09Upcoming dividend of NT$3.00 per share at 7.3% yieldEligible shareholders must have bought the stock before 16 August 2023. Payment date: 08 September 2023. Payout ratio is on the higher end at 75%, however this is supported by cash flows. Trailing yield: 7.3%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.3%).
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: NT$1.08 (vs NT$1.09 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.08 (down from NT$1.09 in 2Q 2022). Revenue: NT$549.4m (down 7.1% from 2Q 2022). Net income: NT$128.1m (flat on 2Q 2022). Profit margin: 23% (up from 22% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 20% per year.
Reported Earnings • Jun 17First quarter 2023 earnings released: EPS: NT$0.78 (vs NT$0.61 in 1Q 2022)First quarter 2023 results: EPS: NT$0.78 (up from NT$0.61 in 1Q 2022). Revenue: NT$599.6m (up 24% from 1Q 2022). Net income: NT$92.6m (up 28% from 1Q 2022). Profit margin: 15% (in line with 1Q 2022). 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 21% per year.
Reported Earnings • Mar 23Full year 2022 earnings released: EPS: NT$3.82 (vs NT$2.61 in FY 2021)Full year 2022 results: EPS: NT$3.82 (up from NT$2.61 in FY 2021). Revenue: NT$2.42b (up 20% from FY 2021). Net income: NT$451.7m (up 46% from FY 2021). Profit margin: 19% (up from 15% 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 increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
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. 9 experienced directors. No highly experienced directors. 2 independent directors (5 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 • Nov 13Third quarter 2022 earnings released: EPS: NT$1.10 (vs NT$0.67 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.10 (up from NT$0.67 in 3Q 2021). Revenue: NT$659.2m (up 22% from 3Q 2021). Net income: NT$130.3m (up 65% from 3Q 2021). Profit margin: 20% (up from 15% 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 13% per year whereas the company’s share price has increased by 9% per year.
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$30.50, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 13x in the Semiconductor industry in Taiwan. Total returns to shareholders of 73% over the past three years.
Buying Opportunity • Aug 24Now 20% undervaluedOver the last 90 days, the stock is up 2.0%. The fair value is estimated to be NT$31.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.8%.
Upcoming Dividend • Aug 10Upcoming dividend of NT$2.10 per shareEligible shareholders must have bought the stock before 17 August 2022. Payment date: 08 September 2022. Payout ratio is a comfortable 71% and the cash payout ratio is 98%. Trailing yield: 7.7%. Within top quartile of Taiwanese dividend payers (6.6%). Higher than average of industry peers (3.6%).
Reported Earnings • Aug 06Second quarter 2022 earnings released: EPS: NT$1.09 (vs NT$0.68 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.09 (up from NT$0.68 in 2Q 2021). Revenue: NT$591.3m (up 15% from 2Q 2021). Net income: NT$128.9m (up 61% from 2Q 2021). Profit margin: 22% (up from 16% 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 6% per year whereas the company’s share price has increased by 2% per year.
Reported Earnings • May 12First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: NT$0.61 (down from NT$0.66 in 1Q 2021). Revenue: NT$484.7m (up 11% from 1Q 2021). Net income: NT$72.1m (down 8.0% from 1Q 2021). Profit margin: 15% (down from 18% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 19%. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 1% per year.
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. 10 experienced directors. No highly experienced directors. 2 independent directors (5 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 • Mar 04Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$2.61 (up from NT$2.06 in FY 2020). Revenue: NT$2.03b (up 14% from FY 2020). Net income: NT$309.1m (up 27% from FY 2020). Profit margin: 15% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 19%. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$0.67 (vs NT$0.46 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$540.0m (up 27% from 3Q 2020). Net income: NT$79.1m (up 46% from 3Q 2020). Profit margin: 15% (up from 13% 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 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 17Upcoming dividend of NT$1.65 per shareEligible shareholders must have bought the stock before 24 August 2021. Payment date: 16 September 2021. Trailing yield: 6.6%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (2.2%).
Reported Earnings • Aug 10Second quarter 2021 earnings released: EPS NT$0.68 (vs NT$0.75 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: NT$516.0m (down 10% from 2Q 2020). Net income: NT$79.9m (down 9.9% from 2Q 2020). Profit margin: 16% (in line with 2Q 2020). 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 9% per year, which means it is well ahead of earnings.
Reported Earnings • May 11First quarter 2021 earnings released: EPS NT$0.66 (vs NT$0.43 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$436.3m (up 13% from 1Q 2020). Net income: NT$78.3m (up 55% from 1Q 2020). Profit margin: 18% (up from 13% 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 1% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
分析記事 • Apr 14Read This Before Buying Ampire Co., Ltd. (GTSM:8049) For Its DividendIs Ampire Co., Ltd. ( GTSM:8049 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Reported Earnings • Mar 24Full year 2020 earnings released: EPS NT$2.06 (vs NT$2.24 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: NT$1.78b (down 7.1% from FY 2019). Net income: NT$243.9m (down 8.1% from FY 2019). Profit margin: 14% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Mar 23Ampire (GTSM:8049) Is Looking To Continue Growing Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
お知らせ • Mar 09Ampire Co., Ltd., Annual General Meeting, May 28, 2021Ampire Co., Ltd., Annual General Meeting, May 28, 2021.
Reported Earnings • Mar 04Full year 2020 earnings released: EPS NT$2.06 (vs NT$2.24 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: NT$1.78b (down 7.1% from FY 2019). Net income: NT$243.9m (down 8.1% from FY 2019). Profit margin: 14% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 24Ampire (GTSM:8049) Has Gifted Shareholders With A Fantastic 117% Total Return On Their InvestmentIf you buy and hold a stock for many years, you'd hope to be making a profit. But more than that, you probably want to...
Is New 90 Day High Low • Feb 20New 90-day high: NT$22.30The company is up 12% from its price of NT$20.00 on 20 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 34% over the same period.
分析記事 • Feb 03Ampire Co., Ltd.'s (GTSM:8049) Recent Stock Performance Looks Decent- Can Strong Fundamentals Be the Reason?Ampire's (GTSM:8049) stock up by 6.7% over the past three months. Since the market usually pay for a company’s...
Is New 90 Day High Low • Jan 14New 90-day high: NT$21.20The company is up 12% from its price of NT$19.00 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 34% over the same period.
分析記事 • Jan 13Three Things You Should Check Before Buying Ampire Co., Ltd. (GTSM:8049) For Its DividendIs Ampire Co., Ltd. ( GTSM:8049 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
分析記事 • Dec 16What Do The Returns At Ampire (GTSM:8049) Mean Going Forward?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Is New 90 Day High Low • Dec 01New 90-day high: NT$20.45The company is up 2.0% from its price of NT$20.00 on 02 September 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 14% over the same period.
分析記事 • Nov 25Ampire (GTSM:8049) Has Gifted Shareholders With A Fantastic 160% Total Return On Their InvestmentWhen we invest, we're generally looking for stocks that outperform the market average. And the truth is, you can make...
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.46The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$424.3m (down 13% from 3Q 2019). Net income: NT$54.0m (down 18% from 3Q 2019). Profit margin: 13% (down from 14% in 3Q 2019). The decrease in margin was driven by lower revenue. 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 5% per year.
Is New 90 Day High Low • Sep 24New 90-day low: NT$18.95The company is down 14% from its price of NT$22.10 on 24 June 2020. The Taiwanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 26% over the same period.
