View ValuationAdvanced Wireless Semiconductor 将来の成長Future 基準チェック /06Advanced Wireless Semiconductorの収益は年間2.1%で減少すると予測されていますが、年間収益は年間14%で増加すると予想されています。EPS は年間9.2%で増加すると予想されています。主要情報-2.1%収益成長率9.25%EPS成長率Semiconductor 収益成長25.3%収益成長率14.0%将来の株主資本利益率n/aアナリストカバレッジGood最終更新日08 May 2026今後の成長に関する最新情報Major Estimate Revision • Apr 24Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$4.61b to NT$4.89b. EPS estimate increased from NT$4.50 to NT$5.05 per share. Net income forecast to grow 67% next year vs 50% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$140 to NT$147. Share price fell 7.1% to NT$138 over the past week.Major Estimate Revision • Mar 12Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$4.77b to NT$4.82b. EPS estimate increased from NT$3.92 to NT$4.50 per share. Net income forecast to grow 17% next year vs 43% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$128 to NT$138. Share price rose 7.2% to NT$134 over the past week.Price Target Changed • Feb 15Price target increased by 7.6% to NT$128Up from NT$119, the current price target is an average from 6 analysts. New target price is 15% above last closing price of NT$111. Stock is up 14% over the past year. The company is forecast to post earnings per share of NT$3.09 for next year compared to NT$2.65 last year.Major Estimate Revision • Nov 10Consensus EPS estimates increase by 18%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from NT$4.07b to NT$3.99b. EPS estimate rose from NT$2.73 to NT$3.23. Net income forecast to grow 105% next year vs 31% growth forecast for Semiconductor industry in Taiwan. Consensus price target broadly unchanged at NT$117. Share price fell 4.6% to NT$113 over the past week.Price Target Changed • Sep 03Price target increased by 12% to NT$111Up from NT$98.67, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of NT$114. Stock is up 11% over the past year. The company is forecast to post earnings per share of NT$2.68 for next year compared to NT$2.65 last year.Major Estimate Revision • Aug 08Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from NT$3.94b to NT$4.01b. EPS estimate increased from NT$2.21 to NT$2.44 per share. Net income forecast to grow 11% next year vs 14% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$87.00 to NT$94.50. Share price rose 2.4% to NT$105 over the past week.すべての更新を表示Recent updatesNew Risk • May 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.1% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 2.1% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (9.2% average weekly change).Major Estimate Revision • Apr 24Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$4.61b to NT$4.89b. EPS estimate increased from NT$4.50 to NT$5.05 per share. Net income forecast to grow 67% next year vs 50% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$140 to NT$147. Share price fell 7.1% to NT$138 over the past week.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$138, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 50% over the past three years.Major Estimate Revision • Mar 12Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$4.77b to NT$4.82b. EPS estimate increased from NT$3.92 to NT$4.50 per share. Net income forecast to grow 17% next year vs 43% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$128 to NT$138. Share price rose 7.2% to NT$134 over the past week.お知らせ • Mar 06Advanced Wireless Semiconductor Company, Annual General Meeting, May 28, 2026Advanced Wireless Semiconductor Company, Annual General Meeting, May 28, 2026. Location: 2 floor no,26, nan k`o 3rd rd., sinshih district, tainan city TaiwanReported Earnings • Mar 06Full year 2025 earnings released: EPS: NT$3.36 (vs NT$2.65 in FY 2024)Full year 2025 results: EPS: NT$3.36 (up from NT$2.65 in FY 2024). Revenue: NT$4.12b (down 7.6% from FY 2024). Net income: NT$660.1m (up 27% from FY 2024). Profit margin: 16% (up from 12% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Price Target Changed • Feb 15Price target increased by 7.6% to NT$128Up from NT$119, the current price target is an average from 6 analysts. New target price is 15% above last closing price of NT$111. Stock is up 14% over the past year. The company is forecast to post earnings per share of NT$3.09 for next year compared to NT$2.65 last year.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$105, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 26x in the Semiconductor industry in Taiwan. Total returns to shareholders of 39% over the past three years.Major Estimate Revision • Nov 10Consensus EPS estimates increase by 18%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from NT$4.07b to NT$3.99b. EPS estimate rose from NT$2.73 to NT$3.23. Net income forecast to grow 105% next year vs 31% growth forecast for Semiconductor industry in Taiwan. Consensus price target broadly unchanged at NT$117. Share price fell 4.6% to NT$113 over the past week.Price Target Changed • Sep 03Price target increased by 12% to NT$111Up from NT$98.67, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of NT$114. Stock is up 11% over the past year. The company is forecast to post earnings per share of NT$2.68 for next year compared to NT$2.65 last year.Upcoming Dividend • Aug 23Upcoming dividend of NT$1.19 per shareEligible shareholders must have bought the stock before 27 August 2025. Payment date: 24 September 2025. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (2.2%).Reported Earnings • Aug 11Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: NT$0.50 (down from NT$1.06 in 2Q 2024). Revenue: NT$974.4m (down 26% from 2Q 2024). Net income: NT$99.0m (down 53% from 2Q 2024). Profit margin: 10% (down from 16% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) also surpassed analyst estimates by 56%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Declared Dividend • Aug 09Dividend increased to NT$1.19Dividend of NT$1.19 is 19% higher than last year. Ex-date: 27th August 2025 Payment date: 24th September 2025 Dividend yield will be 1.1%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • Aug 08Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from NT$3.94b to NT$4.01b. EPS estimate increased from NT$2.21 to NT$2.44 per share. Net income forecast to grow 11% next year vs 14% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$87.00 to NT$94.50. Share price rose 2.4% to NT$105 over the past week.Buy Or Sell Opportunity • Jul 22Now 24% undervaluedOver the last 90 days, the stock has risen 24% to NT$90.20. The fair value is estimated to be NT$118, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 3.5% in a year. Earnings are forecast to grow by 11% in the next year.Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$94.60, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$118 per share.Price Target Changed • Jul 14Price target decreased by 7.4% to NT$92.29Down from NT$99.71, the current price target is an average from 7 analysts. New target price is 23% above last closing price of NT$75.00. Stock is down 45% over the past year. The company is forecast to post earnings per share of NT$2.21 for next year compared to NT$2.65 last year.New Risk • Jun 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • May 29Advanced Wireless Semiconductor Company Approves Board ElectionsAdvanced Wireless Semiconductor Company at its 2025 general shareholders meeting held on May 28, 2025, approved the election of Directors as: Director: You-Min Chi, Director: Kuo-Chun Huang, Director: Sino-American Silicon Products Inc. Representative: Hsiu-Lan Hsu, Director: Sino-American Silicon Products Inc. Representative: Tang-Liang Yao and Director: Wen-Huei Tsai, Independent Director: Chung-Hsien Liu, Independent Director: Chung-Wen Lan, Independent Director: Ching-Wen Cheng and Independent Director: Tzu-Hsuan Tsai.Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$82.20, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 16x in the Semiconductor industry in Taiwan. Total loss to shareholders of 1.8% over the past three years.New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • May 09First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: NT$0.42 (down from NT$1.09 in 1Q 2024). Revenue: NT$771.8m (down 40% from 1Q 2024). Net income: NT$82.5m (down 61% from 1Q 2024). Profit margin: 11% (down from 17% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Apr 30Advanced Wireless Semiconductor Company to Report Q1, 2025 Results on May 08, 2025Advanced Wireless Semiconductor Company announced that they will report Q1, 2025 results on May 08, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$69.30, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total loss to shareholders of 25% over the past three years.Major Estimate Revision • Mar 08Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$4.72b to NT$4.06b. EPS estimate fell from NT$3.02 to NT$2.09 per share. Net income forecast to shrink 21% next year vs 19% growth forecast for Semiconductor industry in Taiwan . Consensus price target of NT$105 unchanged from last update. Share price fell 4.4% to NT$94.70 over the past week.Reported Earnings • Feb 22Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: NT$2.65 (up from NT$0.42 in FY 2023). Revenue: NT$4.46b (up 64% from FY 2023). Net income: NT$520.9m (up NT$438.2m from FY 2023). Profit margin: 12% (up from 3.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.1% 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 fallen by 4% per year whereas the company’s share price has remained flat.お知らせ • Feb 21+ 1 more updateAdvanced Wireless Semiconductor Company, Annual General Meeting, May 28, 2025Advanced Wireless Semiconductor Company, Annual General Meeting, May 28, 2025. Location: 2 floor no,26, nan k`o 3rd rd., sinshih district, tainan city TaiwanNew Risk • Feb 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.8% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 0.8% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (6.5% average weekly change).お知らせ • Feb 13Advanced Wireless Semiconductor Company to Report Fiscal Year 2024 Results on Feb 20, 2025Advanced Wireless Semiconductor Company announced that they will report fiscal year 2024 results on Feb 20, 2025Price Target Changed • Dec 12Price target decreased by 11% to NT$108Down from NT$121, the current price target is an average from 7 analysts. New target price is 7.2% above last closing price of NT$101. Stock is down 25% over the past year. The company is forecast to post earnings per share of NT$2.67 for next year compared to NT$0.42 last year.Major Estimate Revision • Nov 15Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from NT$3.35 to NT$2.64 per share. Revenue forecast steady at NT$4.74b. Net income forecast to grow 3.6% next year vs 30% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$127 to NT$121. Share price rose 2.2% to NT$95.00 over the past week.Reported Earnings • Nov 09Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: NT$0.42 (down from NT$0.63 in 3Q 2023). Revenue: NT$1.10b (up 41% from 3Q 2023). Net income: NT$81.7m (down 34% from 3Q 2023). Profit margin: 7.4% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 39%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Price Target Changed • Nov 01Price target decreased by 7.1% to NT$131Down from NT$141, the current price target is an average from 7 analysts. New target price is 41% above last closing price of NT$92.40. Stock is down 18% over the past year. The company is forecast to post earnings per share of NT$3.60 for next year compared to NT$0.42 last year.お知らせ • Oct 29Advanced Wireless Semiconductor Company to Report Q3, 2024 Results on Nov 07, 2024Advanced Wireless Semiconductor Company announced that they will report Q3, 2024 results on Nov 07, 2024Price Target Changed • Oct 25Price target decreased by 7.1% to NT$131Down from NT$141, the current price target is an average from 7 analysts. New target price is 34% above last closing price of NT$97.80. Stock is up 2.1% over the past year. The company is forecast to post earnings per share of NT$3.60 for next year compared to NT$0.42 last year.New Risk • Sep 04New 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 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Upcoming Dividend • Aug 20Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 27 August 2024. Payment date: 20 September 2024. Trailing yield: 0.4%. Lower than top quartile of Taiwanese dividend payers (4.4%). Lower than average of industry peers (2.1%).New Risk • Aug 12New major risk - Revenue and earnings growthEarnings have declined by 14% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 10Second quarter 2024 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2024 results: EPS: NT$1.06 (up from NT$0.01 in 2Q 2023). Revenue: NT$1.31b (up 148% from 2Q 2023). Net income: NT$209.0m (up NT$207.0m from 2Q 2023). Profit margin: 16% (up from 0.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Aug 10Advanced Wireless Semiconductor Company Announces Cash Dividend, Payable on September 20, 2024Advanced Wireless Semiconductor Company announced cash dividend from earnings of TWD 74,453,673 (TWD 0.3789 per share). Ex-rights (Ex-dividend) date: August 27, 2024. Ex-rights (Ex dividend) record date is September 02, 2024. Payment date of cash dividend distribution is September 20, 2024.Price Target Changed • Aug 09Price target decreased by 10% to NT$149Down from NT$166, the current price target is an average from 6 analysts. New target price is 52% above last closing price of NT$98.20. Stock is up 7.0% over the past year. The company is forecast to post earnings per share of NT$4.14 for next year compared to NT$0.42 last year.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$93.70, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$73.69 per share.お知らせ • Aug 01Advanced Wireless Semiconductor Company to Report Q2, 2024 Results on Aug 08, 2024Advanced Wireless Semiconductor Company announced that they will report Q2, 2024 results on Aug 08, 2024New Risk • Jun 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 481% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • May 12First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: NT$1.09 (up from NT$0.99 loss in 1Q 2023). Revenue: NT$1.29b (up 276% from 1Q 2023). Net income: NT$214.0m (up NT$409.6m from 1Q 2023). Profit margin: 17% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.9%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.お知らせ • May 01Advanced Wireless Semiconductor Company to Report Q1, 2024 Results on May 09, 2024Advanced Wireless Semiconductor Company announced that they will report Q1, 2024 results on May 09, 2024Buy Or Sell Opportunity • Mar 22Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to NT$152. The fair value is estimated to be NT$122, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Earnings per share has declined by 81%. Revenue is forecast to grow by 75% in 2 years. Earnings are forecast to grow by 749% in the next 2 years.Buy Or Sell Opportunity • Mar 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.4% to NT$149. The fair value is estimated to be NT$124, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Earnings per share has declined by 81%. Revenue is forecast to grow by 63% in 2 years. Earnings are forecast to grow by 653% in the next 2 years.Major Estimate Revision • Mar 01Consensus revenue estimates increase by 23%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from NT$3.91b to NT$4.81b. EPS estimate increased from NT$2.67 to NT$3.84 per share. Net income forecast to grow 523% next year vs 21% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$145 to NT$150. Share price was steady at NT$142 over the past week.Reported Earnings • Feb 22Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: NT$0.42 (up from NT$0.07 in FY 2022). Revenue: NT$2.72b (up 26% from FY 2022). Net income: NT$82.7m (up NT$69.0m from FY 2022). Profit margin: 3.0% (up from 0.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.お知らせ • Feb 21+ 1 more updateAdvanced Wireless Semiconductor Company Proposes Distribution of Dividends and Cash Distribution for Capital SurplusAdvanced Wireless Semiconductor Company proposed cash dividends of NTD 0.3789 per share to shareholders and Cash dividends distributed from legal reserve and capital reserve to shareholders is NTD 0.6211 per share.New Risk • Nov 27New 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 7.5% 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.Price Target Changed • Nov 14Price target increased by 11% to NT$137Up from NT$123, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of NT$131. Stock is up 91% over the past year. The company is forecast to post earnings per share of NT$0.35 for next year compared to NT$0.07 last year.Buying Opportunity • Oct 26Now 20% undervaluedOver the last 90 days, the stock is up 4.9%. The fair value is estimated to be NT$120, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company became loss making.Price Target Changed • Oct 05Price target increased by 13% to NT$133Up from NT$117, the current price target is an average from 4 analysts. New target price is 22% above last closing price of NT$109. Stock is up 68% over the past year. The company is forecast to post a net loss per share of NT$0.057 compared to earnings per share of NT$0.07 last year.New Risk • Aug 24New 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 6.2% 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.Reported Earnings • Aug 05Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: NT$0.01 (down from NT$0.14 in 2Q 2022). Revenue: NT$527.2m (down 10% from 2Q 2022). Net income: NT$1.96m (down 93% from 2Q 2022). Profit margin: 0.4% (down from 4.5% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Major Estimate Revision • Aug 04Consensus EPS estimates upgraded to NT$0.73 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -NT$0.91 to -NT$0.734 per share. Revenue forecast steady at NT$2.34b. Semiconductor industry in Taiwan expected to see average net income decline 11% next year. Consensus price target up from NT$78.00 to NT$90.67. Share price rose 8.6% to NT$99.50 over the past week.お知らせ • Jun 30Advanced Wireless Semiconductor Company Appoints Chien-Yung Ma as Independent Director and Member of the Audit CommitteeAdvanced Wireless Semiconductor Company appointed Chien-Yung Ma as independent director and member of the Audit Committee, effective from June 29, 2023. Resume of the new position holder: Director,Solar Applied Materials Technology Corp. Director,Highlight Tech Corp. Chairperson,FORCERA MATERIALS CO., LTD. Director,YU TAY VACUUM CO., LTD.Price Target Changed • Jun 28Price target increased by 7.3% to NT$78.00Up from NT$72.67, the current price target is an average from 3 analysts. New target price is 11% below last closing price of NT$88.00. Stock is up 4.0% over the past year. The company is forecast to post a net loss per share of NT$0.91 compared to earnings per share of NT$0.07 last year.Major Estimate Revision • Jun 13Consensus EPS estimates fall by 368%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -NT$0.194 to -NT$0.91 per share. Revenue forecast unchanged at NT$2.29b. Semiconductor industry in Taiwan expected to see average net income decline 13% next year. Consensus price target up from NT$72.67 to NT$76.33. Share price was steady at NT$90.70 over the past week.お知らせ • May 18Advanced Wireless Semiconductor Company Announces the Change of Representative of Juristic Person DirectorAdvanced Wireless Semiconductor Company appointed Cheng-Chien Chen, President, as juristic person director in place of Ming-Huei Chien, Chief Corporate Governance Officer, Sino-American Silicon Products Inc. The changes will be effective from May 17, 2023.Major Estimate Revision • May 06Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$2.44b to NT$2.27b. EPS estimate also fell from NT$0.329 per share to NT$0.24 per share. Net income forecast to grow 250% next year vs 21% decline forecast for Semiconductor industry in Taiwan. Consensus price target broadly unchanged at NT$72.67. Share price fell 3.3% to NT$80.10 over the past week.Price Target Changed • Mar 29Price target increased by 22% to NT$72.67Up from NT$59.33, the current price target is an average from 3 analysts. New target price is 15% below last closing price of NT$85.00. Stock is down 16% over the past year. The company is forecast to post earnings per share of NT$0.33 for next year compared to NT$0.07 last year.Reported Earnings • Mar 24Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: NT$0.07 (down from NT$4.29 in FY 2021). Revenue: NT$2.16b (down 54% from FY 2021). Net income: NT$13.7m (down 98% from FY 2021). Profit margin: 0.6% (down from 18% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 68%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 8.5% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Major Estimate Revision • Mar 16Consensus EPS estimates increase by 21%The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate increased from NT$0.307 to NT$0.37. Revenue forecast steady at NT$2.16b. Net income forecast to shrink 82% next year vs 20% decline forecast for Semiconductor industry in Taiwan. Consensus price target broadly unchanged at NT$59.33. Share price fell 4.9% to NT$74.00 over the past week.Price Target Changed • Jan 06Price target increased to NT$59.33Up from NT$52.33, the current price target is an average from 3 analysts. New target price is 19% below last closing price of NT$73.10. Stock is down 44% over the past year. The company is forecast to post earnings per share of NT$0.31 for next year compared to NT$4.29 last year.Major Estimate Revision • Dec 15Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from NT$2.20 to NT$1.08 per share. Revenue forecast steady at NT$2.18b. Net income forecast to grow 44% next year vs 14% decline forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$55.67 to NT$52.33. Share price was steady at NT$71.90 over the past week.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced 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: Insufficient board refreshment.Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: NT$0.07 (vs NT$1.31 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.07 (down from NT$1.31 in 3Q 2021). Revenue: NT$590.7m (down 54% from 3Q 2021). Net income: NT$13.7m (down 95% from 3Q 2021). Profit margin: 2.3% (down from 20% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Price Target Changed • Sep 30Price target decreased to NT$59.00Down from NT$64.00, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of NT$60.90. Stock is down 55% over the past year. The company is forecast to post earnings per share of NT$3.32 for next year compared to NT$4.29 last year.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$59.70, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 10x in the Semiconductor industry in Taiwan. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$26.78 per share.Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: NT$0.13 (vs NT$1.01 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.13 (down from NT$1.01 in 2Q 2021). Revenue: NT$587.9m (down 49% from 2Q 2021). Net income: NT$26.4m (down 87% from 2Q 2021). Profit margin: 4.5% (down from 17% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 9.0%, compared to a 21% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$72.00, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 9x in the Semiconductor industry in Taiwan. Total returns to shareholders of 12% over the past three years.Upcoming Dividend • Jun 29Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 06 July 2022. Payment date: 05 August 2022. Payout ratio is on the higher end at 77% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (6.3%). In line with average of industry peers (3.6%).Reported Earnings • May 06First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: NT$0.24 (down from NT$0.89 in 1Q 2021). Revenue: NT$611.0m (down 43% from 1Q 2021). Net income: NT$48.0m (down 73% from 1Q 2021). Profit margin: 7.9% (down from 17% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.3%. Over the next year, revenue is expected to shrink by 15% compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 27Price target decreased to NT$80.00Down from NT$118, the current price target is an average from 2 analysts. New target price is 11% below last closing price of NT$89.80. Stock is down 43% over the past year. The company is forecast to post earnings per share of NT$3.32 for next year compared to NT$4.29 last year.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced 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: Insufficient board refreshment.Price Target Changed • Mar 19Price target decreased to NT$98.33Down from NT$118, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of NT$103. Stock is down 29% over the past year. The company is forecast to post earnings per share of NT$3.32 for next year compared to NT$4.29 last year.Reported Earnings • Mar 18Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: NT$4.29 (up from NT$3.75 in FY 2020). Revenue: NT$4.72b (up 33% from FY 2020). Net income: NT$843.6m (up 35% from FY 2020). Profit margin: 18% (in line with FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.3%. Over the next year, revenue is expected to shrink by 1.3% compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 27% per year.Price Target Changed • Jan 07Price target decreased to NT$164Down from NT$179, the current price target is an average from 2 analysts. New target price is 21% above last closing price of NT$136. Stock is up 1.5% over the past year. The company is forecast to post earnings per share of NT$4.63 for next year compared to NT$3.75 last year.Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$1.30 (vs NT$0.89 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.28b (up 46% from 3Q 2020). Net income: NT$256.4m (up 67% from 3Q 2020). Profit margin: 20% (up from 18% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$170, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 211% over the past three years.Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$187, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 16x in the Semiconductor industry in Taiwan. Total returns to shareholders of 175% over the past three years.Upcoming Dividend • Jul 09Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 16 July 2021. Payment date: 13 August 2021. Trailing yield: 1.6%. Lower than top quartile of Taiwanese dividend payers (4.9%). Lower than average of industry peers (2.2%).Price Target Changed • Jun 17Price target decreased to NT$172Down from NT$190, the current price target is provided by 1 analyst. New target price is 14% above last closing price of NT$151. Stock is up 62% over the past year.Price Target Changed • Jun 09Price target decreased to NT$183Down from NT$197, the current price target is provided by 1 analyst. New target price is 30% above last closing price of NT$141. Stock is up 56% over the past year.Valuation Update With 7 Day Price Move • May 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$142, the stock trades at a trailing P/E ratio of 39.7x. Average forward P/E is 16x in the Semiconductor industry in Taiwan. Total returns to shareholders of 124% over the past three years.Reported Earnings • May 06First quarter 2021 earnings released: EPS NT$0.89 (vs NT$1.11 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: NT$1.07b (up 31% from 1Q 2020). Net income: NT$175.6m (up 11% from 1Q 2020). Profit margin: 17% (down from 20% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to NT$129, the stock trades at a trailing P/E ratio of 34.4x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 105% over the past three years.分析記事 • Apr 13Is It Time To Consider Buying Advanced Wireless Semiconductor Company (GTSM:8086)?Advanced Wireless Semiconductor Company ( GTSM:8086 ), is not the largest company out there, but it led the GTSM...Price Target Changed • Apr 08Price target increased to NT$194Up from NT$176, the current price target is provided by 1 analyst. New target price is 17% above last closing price of NT$166. Stock is up 91% over the past year.Reported Earnings • Apr 03Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$3.54b (up 61% from FY 2019). Net income: NT$622.9m (up 73% from FY 2019). Profit margin: 18% (up from 16% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 37% per year.お知らせ • Mar 19Advanced Wireless Semiconductor Company, Annual General Meeting, Jun 09, 2021Advanced Wireless Semiconductor Company, Annual General Meeting, Jun 09, 2021.Reported Earnings • Mar 18Full year 2020 earnings released: EPS NT$3.75 (vs NT$2.54 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$3.54b (up 61% from FY 2019). Net income: NT$622.9m (up 73% from FY 2019). Profit margin: 18% (up from 16% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 32% per year.業績と収益の成長予測TPEX:8086 - アナリストの将来予測と過去の財務データ ( )TWD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20287,883N/AN/AN/A112/31/20275,4138537201,417512/31/20264,8561,1037781,47563/31/20264,5678741,3011,618N/A12/31/20254,1176601,0591,308N/A9/30/20253,6234161,2171,577N/A6/30/20253,6082791,0661,548N/A3/31/20253,9413898611,424N/A12/31/20244,4565213711,249N/A9/30/20244,765657-156635N/A6/30/20244,448699-441273N/A3/31/20243,668492-488190N/A12/31/20232,72383-368137N/A9/30/20232,027-144-165384N/A6/30/20231,834-254-205477N/A3/31/20231,894-230-355503N/A12/31/20222,16414-581508N/A9/30/20223,009302-685798N/A6/30/20223,699544-956996N/A3/31/20224,261716-1,2921,033N/A12/31/20214,716844-9601,399N/A9/30/20214,507774-8381,348N/A6/30/20214,105671-5841,223N/A3/31/20213,795640-2571,144N/A12/31/20203,543623-360863N/A9/30/20203,314624-297698N/A6/30/20203,100599-598392N/A3/31/20202,711498-411346N/A12/31/20192,207359N/A371N/A9/30/20191,770248N/A266N/A6/30/20191,537165N/A415N/A3/31/20191,682240N/A559N/A12/31/20181,837297N/A587N/A9/30/20181,860295N/A521N/A6/30/20181,805296N/A564N/A3/31/20181,685238N/A467N/A12/31/20171,661221N/A478N/A9/30/20171,666242N/A624N/A6/30/20171,659221N/A418N/A3/31/20171,888257N/A324N/A12/31/20162,273389N/A525N/A9/30/20163,014607N/A711N/A6/30/20163,841897N/A1,100N/A3/31/20164,2331,043N/A1,490N/A12/31/20154,4241,088N/A1,454N/A9/30/20154,3471,048N/A1,382N/A6/30/20153,992853N/A1,181N/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: 8086の収益は今後 3 年間で減少すると予測されています (年間-2.1% )。収益対市場: 8086の収益は今後 3 年間で減少すると予測されています (年間-2.1% )。高成長収益: 8086の収益は今後 3 年間で減少すると予測されています。収益対市場: 8086の収益 ( 14% ) TW市場 ( 18.4% ) よりも低い成長が予測されています。高い収益成長: 8086の収益 ( 14% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 8086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2026/05/12 13:11終値2026/05/12 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Advanced Wireless Semiconductor Company 6 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。10 アナリスト機関Changrong ChenCapital Securities CorporationKuan-Chao WangGoldman SachsYu-Pin HsiaHSBC7 その他のアナリストを表示
Major Estimate Revision • Apr 24Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$4.61b to NT$4.89b. EPS estimate increased from NT$4.50 to NT$5.05 per share. Net income forecast to grow 67% next year vs 50% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$140 to NT$147. Share price fell 7.1% to NT$138 over the past week.
Major Estimate Revision • Mar 12Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$4.77b to NT$4.82b. EPS estimate increased from NT$3.92 to NT$4.50 per share. Net income forecast to grow 17% next year vs 43% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$128 to NT$138. Share price rose 7.2% to NT$134 over the past week.
Price Target Changed • Feb 15Price target increased by 7.6% to NT$128Up from NT$119, the current price target is an average from 6 analysts. New target price is 15% above last closing price of NT$111. Stock is up 14% over the past year. The company is forecast to post earnings per share of NT$3.09 for next year compared to NT$2.65 last year.
Major Estimate Revision • Nov 10Consensus EPS estimates increase by 18%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from NT$4.07b to NT$3.99b. EPS estimate rose from NT$2.73 to NT$3.23. Net income forecast to grow 105% next year vs 31% growth forecast for Semiconductor industry in Taiwan. Consensus price target broadly unchanged at NT$117. Share price fell 4.6% to NT$113 over the past week.
Price Target Changed • Sep 03Price target increased by 12% to NT$111Up from NT$98.67, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of NT$114. Stock is up 11% over the past year. The company is forecast to post earnings per share of NT$2.68 for next year compared to NT$2.65 last year.
Major Estimate Revision • Aug 08Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from NT$3.94b to NT$4.01b. EPS estimate increased from NT$2.21 to NT$2.44 per share. Net income forecast to grow 11% next year vs 14% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$87.00 to NT$94.50. Share price rose 2.4% to NT$105 over the past week.
New Risk • May 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.1% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 2.1% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (9.2% average weekly change).
Major Estimate Revision • Apr 24Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$4.61b to NT$4.89b. EPS estimate increased from NT$4.50 to NT$5.05 per share. Net income forecast to grow 67% next year vs 50% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$140 to NT$147. Share price fell 7.1% to NT$138 over the past week.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$138, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 50% over the past three years.
Major Estimate Revision • Mar 12Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$4.77b to NT$4.82b. EPS estimate increased from NT$3.92 to NT$4.50 per share. Net income forecast to grow 17% next year vs 43% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$128 to NT$138. Share price rose 7.2% to NT$134 over the past week.
お知らせ • Mar 06Advanced Wireless Semiconductor Company, Annual General Meeting, May 28, 2026Advanced Wireless Semiconductor Company, Annual General Meeting, May 28, 2026. Location: 2 floor no,26, nan k`o 3rd rd., sinshih district, tainan city Taiwan
Reported Earnings • Mar 06Full year 2025 earnings released: EPS: NT$3.36 (vs NT$2.65 in FY 2024)Full year 2025 results: EPS: NT$3.36 (up from NT$2.65 in FY 2024). Revenue: NT$4.12b (down 7.6% from FY 2024). Net income: NT$660.1m (up 27% from FY 2024). Profit margin: 16% (up from 12% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Feb 15Price target increased by 7.6% to NT$128Up from NT$119, the current price target is an average from 6 analysts. New target price is 15% above last closing price of NT$111. Stock is up 14% over the past year. The company is forecast to post earnings per share of NT$3.09 for next year compared to NT$2.65 last year.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$105, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 26x in the Semiconductor industry in Taiwan. Total returns to shareholders of 39% over the past three years.
Major Estimate Revision • Nov 10Consensus EPS estimates increase by 18%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from NT$4.07b to NT$3.99b. EPS estimate rose from NT$2.73 to NT$3.23. Net income forecast to grow 105% next year vs 31% growth forecast for Semiconductor industry in Taiwan. Consensus price target broadly unchanged at NT$117. Share price fell 4.6% to NT$113 over the past week.
Price Target Changed • Sep 03Price target increased by 12% to NT$111Up from NT$98.67, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of NT$114. Stock is up 11% over the past year. The company is forecast to post earnings per share of NT$2.68 for next year compared to NT$2.65 last year.
Upcoming Dividend • Aug 23Upcoming dividend of NT$1.19 per shareEligible shareholders must have bought the stock before 27 August 2025. Payment date: 24 September 2025. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (2.2%).
Reported Earnings • Aug 11Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: NT$0.50 (down from NT$1.06 in 2Q 2024). Revenue: NT$974.4m (down 26% from 2Q 2024). Net income: NT$99.0m (down 53% from 2Q 2024). Profit margin: 10% (down from 16% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) also surpassed analyst estimates by 56%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Aug 09Dividend increased to NT$1.19Dividend of NT$1.19 is 19% higher than last year. Ex-date: 27th August 2025 Payment date: 24th September 2025 Dividend yield will be 1.1%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • Aug 08Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from NT$3.94b to NT$4.01b. EPS estimate increased from NT$2.21 to NT$2.44 per share. Net income forecast to grow 11% next year vs 14% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$87.00 to NT$94.50. Share price rose 2.4% to NT$105 over the past week.
Buy Or Sell Opportunity • Jul 22Now 24% undervaluedOver the last 90 days, the stock has risen 24% to NT$90.20. The fair value is estimated to be NT$118, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 3.5% in a year. Earnings are forecast to grow by 11% in the next year.
Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$94.60, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$118 per share.
Price Target Changed • Jul 14Price target decreased by 7.4% to NT$92.29Down from NT$99.71, the current price target is an average from 7 analysts. New target price is 23% above last closing price of NT$75.00. Stock is down 45% over the past year. The company is forecast to post earnings per share of NT$2.21 for next year compared to NT$2.65 last year.
New Risk • Jun 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • May 29Advanced Wireless Semiconductor Company Approves Board ElectionsAdvanced Wireless Semiconductor Company at its 2025 general shareholders meeting held on May 28, 2025, approved the election of Directors as: Director: You-Min Chi, Director: Kuo-Chun Huang, Director: Sino-American Silicon Products Inc. Representative: Hsiu-Lan Hsu, Director: Sino-American Silicon Products Inc. Representative: Tang-Liang Yao and Director: Wen-Huei Tsai, Independent Director: Chung-Hsien Liu, Independent Director: Chung-Wen Lan, Independent Director: Ching-Wen Cheng and Independent Director: Tzu-Hsuan Tsai.
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$82.20, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 16x in the Semiconductor industry in Taiwan. Total loss to shareholders of 1.8% over the past three years.
New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • May 09First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: NT$0.42 (down from NT$1.09 in 1Q 2024). Revenue: NT$771.8m (down 40% from 1Q 2024). Net income: NT$82.5m (down 61% from 1Q 2024). Profit margin: 11% (down from 17% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Apr 30Advanced Wireless Semiconductor Company to Report Q1, 2025 Results on May 08, 2025Advanced Wireless Semiconductor Company announced that they will report Q1, 2025 results on May 08, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$69.30, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total loss to shareholders of 25% over the past three years.
Major Estimate Revision • Mar 08Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$4.72b to NT$4.06b. EPS estimate fell from NT$3.02 to NT$2.09 per share. Net income forecast to shrink 21% next year vs 19% growth forecast for Semiconductor industry in Taiwan . Consensus price target of NT$105 unchanged from last update. Share price fell 4.4% to NT$94.70 over the past week.
Reported Earnings • Feb 22Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: NT$2.65 (up from NT$0.42 in FY 2023). Revenue: NT$4.46b (up 64% from FY 2023). Net income: NT$520.9m (up NT$438.2m from FY 2023). Profit margin: 12% (up from 3.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.1% 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 fallen by 4% per year whereas the company’s share price has remained flat.
お知らせ • Feb 21+ 1 more updateAdvanced Wireless Semiconductor Company, Annual General Meeting, May 28, 2025Advanced Wireless Semiconductor Company, Annual General Meeting, May 28, 2025. Location: 2 floor no,26, nan k`o 3rd rd., sinshih district, tainan city Taiwan
New Risk • Feb 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.8% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 0.8% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (6.5% average weekly change).
お知らせ • Feb 13Advanced Wireless Semiconductor Company to Report Fiscal Year 2024 Results on Feb 20, 2025Advanced Wireless Semiconductor Company announced that they will report fiscal year 2024 results on Feb 20, 2025
Price Target Changed • Dec 12Price target decreased by 11% to NT$108Down from NT$121, the current price target is an average from 7 analysts. New target price is 7.2% above last closing price of NT$101. Stock is down 25% over the past year. The company is forecast to post earnings per share of NT$2.67 for next year compared to NT$0.42 last year.
Major Estimate Revision • Nov 15Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from NT$3.35 to NT$2.64 per share. Revenue forecast steady at NT$4.74b. Net income forecast to grow 3.6% next year vs 30% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$127 to NT$121. Share price rose 2.2% to NT$95.00 over the past week.
Reported Earnings • Nov 09Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: NT$0.42 (down from NT$0.63 in 3Q 2023). Revenue: NT$1.10b (up 41% from 3Q 2023). Net income: NT$81.7m (down 34% from 3Q 2023). Profit margin: 7.4% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 39%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Price Target Changed • Nov 01Price target decreased by 7.1% to NT$131Down from NT$141, the current price target is an average from 7 analysts. New target price is 41% above last closing price of NT$92.40. Stock is down 18% over the past year. The company is forecast to post earnings per share of NT$3.60 for next year compared to NT$0.42 last year.
お知らせ • Oct 29Advanced Wireless Semiconductor Company to Report Q3, 2024 Results on Nov 07, 2024Advanced Wireless Semiconductor Company announced that they will report Q3, 2024 results on Nov 07, 2024
Price Target Changed • Oct 25Price target decreased by 7.1% to NT$131Down from NT$141, the current price target is an average from 7 analysts. New target price is 34% above last closing price of NT$97.80. Stock is up 2.1% over the past year. The company is forecast to post earnings per share of NT$3.60 for next year compared to NT$0.42 last year.
New Risk • Sep 04New 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 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Aug 20Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 27 August 2024. Payment date: 20 September 2024. Trailing yield: 0.4%. Lower than top quartile of Taiwanese dividend payers (4.4%). Lower than average of industry peers (2.1%).
New Risk • Aug 12New major risk - Revenue and earnings growthEarnings have declined by 14% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 10Second quarter 2024 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2024 results: EPS: NT$1.06 (up from NT$0.01 in 2Q 2023). Revenue: NT$1.31b (up 148% from 2Q 2023). Net income: NT$209.0m (up NT$207.0m from 2Q 2023). Profit margin: 16% (up from 0.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 10Advanced Wireless Semiconductor Company Announces Cash Dividend, Payable on September 20, 2024Advanced Wireless Semiconductor Company announced cash dividend from earnings of TWD 74,453,673 (TWD 0.3789 per share). Ex-rights (Ex-dividend) date: August 27, 2024. Ex-rights (Ex dividend) record date is September 02, 2024. Payment date of cash dividend distribution is September 20, 2024.
Price Target Changed • Aug 09Price target decreased by 10% to NT$149Down from NT$166, the current price target is an average from 6 analysts. New target price is 52% above last closing price of NT$98.20. Stock is up 7.0% over the past year. The company is forecast to post earnings per share of NT$4.14 for next year compared to NT$0.42 last year.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$93.70, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$73.69 per share.
お知らせ • Aug 01Advanced Wireless Semiconductor Company to Report Q2, 2024 Results on Aug 08, 2024Advanced Wireless Semiconductor Company announced that they will report Q2, 2024 results on Aug 08, 2024
New Risk • Jun 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 481% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • May 12First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: NT$1.09 (up from NT$0.99 loss in 1Q 2023). Revenue: NT$1.29b (up 276% from 1Q 2023). Net income: NT$214.0m (up NT$409.6m from 1Q 2023). Profit margin: 17% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.9%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
お知らせ • May 01Advanced Wireless Semiconductor Company to Report Q1, 2024 Results on May 09, 2024Advanced Wireless Semiconductor Company announced that they will report Q1, 2024 results on May 09, 2024
Buy Or Sell Opportunity • Mar 22Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to NT$152. The fair value is estimated to be NT$122, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Earnings per share has declined by 81%. Revenue is forecast to grow by 75% in 2 years. Earnings are forecast to grow by 749% in the next 2 years.
Buy Or Sell Opportunity • Mar 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.4% to NT$149. The fair value is estimated to be NT$124, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Earnings per share has declined by 81%. Revenue is forecast to grow by 63% in 2 years. Earnings are forecast to grow by 653% in the next 2 years.
Major Estimate Revision • Mar 01Consensus revenue estimates increase by 23%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from NT$3.91b to NT$4.81b. EPS estimate increased from NT$2.67 to NT$3.84 per share. Net income forecast to grow 523% next year vs 21% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$145 to NT$150. Share price was steady at NT$142 over the past week.
Reported Earnings • Feb 22Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: NT$0.42 (up from NT$0.07 in FY 2022). Revenue: NT$2.72b (up 26% from FY 2022). Net income: NT$82.7m (up NT$69.0m from FY 2022). Profit margin: 3.0% (up from 0.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 21+ 1 more updateAdvanced Wireless Semiconductor Company Proposes Distribution of Dividends and Cash Distribution for Capital SurplusAdvanced Wireless Semiconductor Company proposed cash dividends of NTD 0.3789 per share to shareholders and Cash dividends distributed from legal reserve and capital reserve to shareholders is NTD 0.6211 per share.
New Risk • Nov 27New 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 7.5% 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.
Price Target Changed • Nov 14Price target increased by 11% to NT$137Up from NT$123, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of NT$131. Stock is up 91% over the past year. The company is forecast to post earnings per share of NT$0.35 for next year compared to NT$0.07 last year.
Buying Opportunity • Oct 26Now 20% undervaluedOver the last 90 days, the stock is up 4.9%. The fair value is estimated to be NT$120, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company became loss making.
Price Target Changed • Oct 05Price target increased by 13% to NT$133Up from NT$117, the current price target is an average from 4 analysts. New target price is 22% above last closing price of NT$109. Stock is up 68% over the past year. The company is forecast to post a net loss per share of NT$0.057 compared to earnings per share of NT$0.07 last year.
New Risk • Aug 24New 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 6.2% 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.
Reported Earnings • Aug 05Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: NT$0.01 (down from NT$0.14 in 2Q 2022). Revenue: NT$527.2m (down 10% from 2Q 2022). Net income: NT$1.96m (down 93% from 2Q 2022). Profit margin: 0.4% (down from 4.5% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Major Estimate Revision • Aug 04Consensus EPS estimates upgraded to NT$0.73 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -NT$0.91 to -NT$0.734 per share. Revenue forecast steady at NT$2.34b. Semiconductor industry in Taiwan expected to see average net income decline 11% next year. Consensus price target up from NT$78.00 to NT$90.67. Share price rose 8.6% to NT$99.50 over the past week.
お知らせ • Jun 30Advanced Wireless Semiconductor Company Appoints Chien-Yung Ma as Independent Director and Member of the Audit CommitteeAdvanced Wireless Semiconductor Company appointed Chien-Yung Ma as independent director and member of the Audit Committee, effective from June 29, 2023. Resume of the new position holder: Director,Solar Applied Materials Technology Corp. Director,Highlight Tech Corp. Chairperson,FORCERA MATERIALS CO., LTD. Director,YU TAY VACUUM CO., LTD.
Price Target Changed • Jun 28Price target increased by 7.3% to NT$78.00Up from NT$72.67, the current price target is an average from 3 analysts. New target price is 11% below last closing price of NT$88.00. Stock is up 4.0% over the past year. The company is forecast to post a net loss per share of NT$0.91 compared to earnings per share of NT$0.07 last year.
Major Estimate Revision • Jun 13Consensus EPS estimates fall by 368%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -NT$0.194 to -NT$0.91 per share. Revenue forecast unchanged at NT$2.29b. Semiconductor industry in Taiwan expected to see average net income decline 13% next year. Consensus price target up from NT$72.67 to NT$76.33. Share price was steady at NT$90.70 over the past week.
お知らせ • May 18Advanced Wireless Semiconductor Company Announces the Change of Representative of Juristic Person DirectorAdvanced Wireless Semiconductor Company appointed Cheng-Chien Chen, President, as juristic person director in place of Ming-Huei Chien, Chief Corporate Governance Officer, Sino-American Silicon Products Inc. The changes will be effective from May 17, 2023.
Major Estimate Revision • May 06Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$2.44b to NT$2.27b. EPS estimate also fell from NT$0.329 per share to NT$0.24 per share. Net income forecast to grow 250% next year vs 21% decline forecast for Semiconductor industry in Taiwan. Consensus price target broadly unchanged at NT$72.67. Share price fell 3.3% to NT$80.10 over the past week.
Price Target Changed • Mar 29Price target increased by 22% to NT$72.67Up from NT$59.33, the current price target is an average from 3 analysts. New target price is 15% below last closing price of NT$85.00. Stock is down 16% over the past year. The company is forecast to post earnings per share of NT$0.33 for next year compared to NT$0.07 last year.
Reported Earnings • Mar 24Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: NT$0.07 (down from NT$4.29 in FY 2021). Revenue: NT$2.16b (down 54% from FY 2021). Net income: NT$13.7m (down 98% from FY 2021). Profit margin: 0.6% (down from 18% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 68%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 8.5% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Major Estimate Revision • Mar 16Consensus EPS estimates increase by 21%The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate increased from NT$0.307 to NT$0.37. Revenue forecast steady at NT$2.16b. Net income forecast to shrink 82% next year vs 20% decline forecast for Semiconductor industry in Taiwan. Consensus price target broadly unchanged at NT$59.33. Share price fell 4.9% to NT$74.00 over the past week.
Price Target Changed • Jan 06Price target increased to NT$59.33Up from NT$52.33, the current price target is an average from 3 analysts. New target price is 19% below last closing price of NT$73.10. Stock is down 44% over the past year. The company is forecast to post earnings per share of NT$0.31 for next year compared to NT$4.29 last year.
Major Estimate Revision • Dec 15Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from NT$2.20 to NT$1.08 per share. Revenue forecast steady at NT$2.18b. Net income forecast to grow 44% next year vs 14% decline forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$55.67 to NT$52.33. Share price was steady at NT$71.90 over the past week.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced 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: Insufficient board refreshment.
Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: NT$0.07 (vs NT$1.31 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.07 (down from NT$1.31 in 3Q 2021). Revenue: NT$590.7m (down 54% from 3Q 2021). Net income: NT$13.7m (down 95% from 3Q 2021). Profit margin: 2.3% (down from 20% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Price Target Changed • Sep 30Price target decreased to NT$59.00Down from NT$64.00, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of NT$60.90. Stock is down 55% over the past year. The company is forecast to post earnings per share of NT$3.32 for next year compared to NT$4.29 last year.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$59.70, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 10x in the Semiconductor industry in Taiwan. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$26.78 per share.
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: NT$0.13 (vs NT$1.01 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.13 (down from NT$1.01 in 2Q 2021). Revenue: NT$587.9m (down 49% from 2Q 2021). Net income: NT$26.4m (down 87% from 2Q 2021). Profit margin: 4.5% (down from 17% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 9.0%, compared to a 21% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$72.00, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 9x in the Semiconductor industry in Taiwan. Total returns to shareholders of 12% over the past three years.
Upcoming Dividend • Jun 29Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 06 July 2022. Payment date: 05 August 2022. Payout ratio is on the higher end at 77% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (6.3%). In line with average of industry peers (3.6%).
Reported Earnings • May 06First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: NT$0.24 (down from NT$0.89 in 1Q 2021). Revenue: NT$611.0m (down 43% from 1Q 2021). Net income: NT$48.0m (down 73% from 1Q 2021). Profit margin: 7.9% (down from 17% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.3%. Over the next year, revenue is expected to shrink by 15% compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 27Price target decreased to NT$80.00Down from NT$118, the current price target is an average from 2 analysts. New target price is 11% below last closing price of NT$89.80. Stock is down 43% over the past year. The company is forecast to post earnings per share of NT$3.32 for next year compared to NT$4.29 last year.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced 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: Insufficient board refreshment.
Price Target Changed • Mar 19Price target decreased to NT$98.33Down from NT$118, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of NT$103. Stock is down 29% over the past year. The company is forecast to post earnings per share of NT$3.32 for next year compared to NT$4.29 last year.
Reported Earnings • Mar 18Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: NT$4.29 (up from NT$3.75 in FY 2020). Revenue: NT$4.72b (up 33% from FY 2020). Net income: NT$843.6m (up 35% from FY 2020). Profit margin: 18% (in line with FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.3%. Over the next year, revenue is expected to shrink by 1.3% compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 27% per year.
Price Target Changed • Jan 07Price target decreased to NT$164Down from NT$179, the current price target is an average from 2 analysts. New target price is 21% above last closing price of NT$136. Stock is up 1.5% over the past year. The company is forecast to post earnings per share of NT$4.63 for next year compared to NT$3.75 last year.
Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$1.30 (vs NT$0.89 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.28b (up 46% from 3Q 2020). Net income: NT$256.4m (up 67% from 3Q 2020). Profit margin: 20% (up from 18% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$170, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 211% over the past three years.
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$187, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 16x in the Semiconductor industry in Taiwan. Total returns to shareholders of 175% over the past three years.
Upcoming Dividend • Jul 09Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 16 July 2021. Payment date: 13 August 2021. Trailing yield: 1.6%. Lower than top quartile of Taiwanese dividend payers (4.9%). Lower than average of industry peers (2.2%).
Price Target Changed • Jun 17Price target decreased to NT$172Down from NT$190, the current price target is provided by 1 analyst. New target price is 14% above last closing price of NT$151. Stock is up 62% over the past year.
Price Target Changed • Jun 09Price target decreased to NT$183Down from NT$197, the current price target is provided by 1 analyst. New target price is 30% above last closing price of NT$141. Stock is up 56% over the past year.
Valuation Update With 7 Day Price Move • May 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$142, the stock trades at a trailing P/E ratio of 39.7x. Average forward P/E is 16x in the Semiconductor industry in Taiwan. Total returns to shareholders of 124% over the past three years.
Reported Earnings • May 06First quarter 2021 earnings released: EPS NT$0.89 (vs NT$1.11 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: NT$1.07b (up 31% from 1Q 2020). Net income: NT$175.6m (up 11% from 1Q 2020). Profit margin: 17% (down from 20% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to NT$129, the stock trades at a trailing P/E ratio of 34.4x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 105% over the past three years.
分析記事 • Apr 13Is It Time To Consider Buying Advanced Wireless Semiconductor Company (GTSM:8086)?Advanced Wireless Semiconductor Company ( GTSM:8086 ), is not the largest company out there, but it led the GTSM...
Price Target Changed • Apr 08Price target increased to NT$194Up from NT$176, the current price target is provided by 1 analyst. New target price is 17% above last closing price of NT$166. Stock is up 91% over the past year.
Reported Earnings • Apr 03Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$3.54b (up 61% from FY 2019). Net income: NT$622.9m (up 73% from FY 2019). Profit margin: 18% (up from 16% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 37% per year.
お知らせ • Mar 19Advanced Wireless Semiconductor Company, Annual General Meeting, Jun 09, 2021Advanced Wireless Semiconductor Company, Annual General Meeting, Jun 09, 2021.
Reported Earnings • Mar 18Full year 2020 earnings released: EPS NT$3.75 (vs NT$2.54 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$3.54b (up 61% from FY 2019). Net income: NT$622.9m (up 73% from FY 2019). Profit margin: 18% (up from 16% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 32% per year.