View Future GrowthEverlight Electronics 過去の業績過去 基準チェック /26Everlight Electronicsは、平均年間7.4%の収益成長を遂げていますが、 Semiconductor業界の収益は、年間 減少しています。収益は、平均年間5.2% 4.5%収益成長率で 減少しています。 Everlight Electronicsの自己資本利益率は8.9%であり、純利益率は9.4%です。主要情報7.38%収益成長率7.38%EPS成長率Semiconductor 業界の成長19.89%収益成長率-4.50%株主資本利益率8.93%ネット・マージン9.45%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 15First quarter 2026 earnings released: EPS: NT$0.91 (vs NT$1.32 in 1Q 2025)First quarter 2026 results: EPS: NT$0.91 (down from NT$1.32 in 1Q 2025). Revenue: NT$5.04b (flat on 1Q 2025). Net income: NT$403.0m (down 31% from 1Q 2025). Profit margin: 8.0% (down from 12% in 1Q 2025). Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 14Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: NT$4.60 (down from NT$6.64 in FY 2024). Revenue: NT$19.6b (down 6.4% from FY 2024). Net income: NT$2.04b (down 31% from FY 2024). Profit margin: 10% (down from 14% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 2.4%. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 17Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: NT$1.29 (up from NT$1.25 in 3Q 2024). Revenue: NT$4.92b (down 12% from 3Q 2024). Net income: NT$571.3m (up 3.0% from 3Q 2024). Profit margin: 12% (up from 10.0% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.8%. Revenue is forecast to grow 3.6% 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 increased by 28% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 15Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: NT$0.73 (down from NT$1.85 in 2Q 2024). Revenue: NT$5.07b (down 8.7% from 2Q 2024). Net income: NT$323.3m (down 61% from 2Q 2024). Profit margin: 6.4% (down from 15% in 2Q 2024). Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) also missed analyst estimates by 7.0%. Revenue is forecast to grow 6.5% p.a. on average during the next 2 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 26% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 16First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: NT$1.32 (down from NT$1.67 in 1Q 2024). Revenue: NT$5.03b (up 2.5% from 1Q 2024). Net income: NT$584.2m (down 21% from 1Q 2024). Profit margin: 12% (down from 15% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 4.4% 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, earnings per share has increased by 22% per year and the company’s share price has also increased by 22% per year.お知らせ • May 06Everlight Electronics Co., Ltd. to Report Q1, 2025 Results on May 13, 2025Everlight Electronics Co., Ltd. announced that they will report Q1, 2025 results on May 13, 2025すべての更新を表示Recent updatesMajor Estimate Revision • 22hConsensus EPS estimates fall by 21%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from NT$21.1b to NT$21.4b. EPS estimate fell from NT$5.42 to NT$4.27 per share. Net income forecast to grow 6.0% next year vs 58% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$75.00 to NT$67.00. Share price was steady at NT$64.60 over the past week.Reported Earnings • May 15First quarter 2026 earnings released: EPS: NT$0.91 (vs NT$1.32 in 1Q 2025)First quarter 2026 results: EPS: NT$0.91 (down from NT$1.32 in 1Q 2025). Revenue: NT$5.04b (flat on 1Q 2025). Net income: NT$403.0m (down 31% from 1Q 2025). Profit margin: 8.0% (down from 12% in 1Q 2025). Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Apr 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to NT$67.90. The fair value is estimated to be NT$56.53, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 9.8% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.Buy Or Sell Opportunity • Mar 16Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to NT$66.40. The fair value is estimated to be NT$54.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 7.8% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.Reported Earnings • Mar 14Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: NT$4.60 (down from NT$6.64 in FY 2024). Revenue: NT$19.6b (down 6.4% from FY 2024). Net income: NT$2.04b (down 31% from FY 2024). Profit margin: 10% (down from 14% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 2.4%. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 12Everlight Electronics Co., Ltd., Annual General Meeting, Jun 09, 2026Everlight Electronics Co., Ltd., Annual General Meeting, Jun 09, 2026. Location: 3 floor no,469, chung yang rd., sinjhuang district, new taipei city TaiwanReported Earnings • Nov 17Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: NT$1.29 (up from NT$1.25 in 3Q 2024). Revenue: NT$4.92b (down 12% from 3Q 2024). Net income: NT$571.3m (up 3.0% from 3Q 2024). Profit margin: 12% (up from 10.0% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.8%. Revenue is forecast to grow 3.6% 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 increased by 28% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Price Target Changed • Sep 20Price target decreased by 12% to NT$82.67Down from NT$93.50, the current price target is an average from 3 analysts. New target price is 32% above last closing price of NT$62.40. Stock is down 21% over the past year. The company is forecast to post earnings per share of NT$4.72 for next year compared to NT$6.64 last year.Buy Or Sell Opportunity • Sep 05Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to NT$63.40. The fair value is estimated to be NT$83.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 0.4% in a year. Earnings are forecast to grow by 1.1% in the next year.Price Target Changed • Sep 01Price target decreased by 7.8% to NT$88.50Down from NT$96.00, the current price target is an average from 2 analysts. New target price is 31% above last closing price of NT$67.50. Stock is down 19% over the past year. The company is forecast to post earnings per share of NT$4.73 for next year compared to NT$6.64 last year.お知らせ • Aug 27Everlight Electronics Co., Ltd. Convicts for Stealing World-First TechnologyThe Supreme Court of Korea has recently upheld a lower court ruling convicting Taiwan-based Everlight Electronics Co., Ltd. of violating the Act on Prevention and Protection of Industrial Technology for misappropriating Seoul Semiconductor Co., Ltd.'s patented LED technology. Everlight was indicted for bribing three former employees of Seoul Semiconductor to misappropriate core technologies developed over decades of R&D, including the world’s first No-wire second-generation LED technology and advanced UV LED technologies. The former employees who leaked the technologies were also sentenced to prison terms. Although Everlight initially appealed its first-trial conviction for trade secret infringement, the appellate court determined that Seoul Semiconductor’s technologies went beyond ordinary trade secrets and qualified as advanced national industrial technologies under Korea’s Industrial Technology Protection Act, adding further charges. Last week, the Supreme Court upheld the lower court’s ruling, making the conviction final. Industry experts view the Supreme Court’s ruling as a meaningful precedent that will foster research and development while advancing the quality of human life. The decision confirms that Korea’s criminal jurisdiction can be effectively applied to foreign companies, and that under the principle of dual liability, both individuals and corporations can be held accountable. This ruling serves as a strong warning to both domestic and overseas companies attempting to steal technology, either directly or indirectly. At the same time, it is expected to encourage fair competition and creative innovation. In addition to the technology theft litigation, Seoul Semiconductor has vigorously pursued Everlight’s patent infringements. Over the past seven years, the company has won all 16 patent lawsuits across five countries, securing court orders prohibiting sales and mandating the recall of infringing products. Seoul Semiconductor is closely tracking the enforcement of the rulings and making sure companies aren’t disregarding them to save costs. For the past 30 years, Seoul Semiconductor has dedicated itself to the research and development of optical semiconductors, amassing more than 18,000 patents—an unparalleled portfolio in the LED industry. These are not merely numbers; they include core technologies that define the second generation of the LED industry, such as the world’s first No-wire technology (essential for MicroLED display manufacturing) and the world’s first RGB 1-chip technology. Today, Seoul Semiconductor stands as the world’s No. 1 in LED backlight technology, No. 1 in UV LEDs, and No. 3 in the global LED industry overall, solidifying its position as a leading optical semiconductor company.Reported Earnings • Aug 15Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: NT$0.73 (down from NT$1.85 in 2Q 2024). Revenue: NT$5.07b (down 8.7% from 2Q 2024). Net income: NT$323.3m (down 61% from 2Q 2024). Profit margin: 6.4% (down from 15% in 2Q 2024). Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) also missed analyst estimates by 7.0%. Revenue is forecast to grow 6.5% p.a. on average during the next 2 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 26% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 12+ 1 more updateEverlight Electronics Co., Ltd. Approves Dividend for Year 2024Everlight Electronics Co., Ltd. at its AGM held on June 11, 2025 approved total distribution of TWD 2,354,417,287 i.e. TWD 5.31 per share for year 2024.Major Estimate Revision • May 28Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$21.9b to NT$21.5b. EPS estimate also fell from NT$5.43 per share to NT$4.78 per share. Net income forecast to shrink 19% next year vs 16% growth forecast for Semiconductor industry in Taiwan . Consensus price target down from NT$96.00 to NT$93.50. Share price fell 3.9% to NT$80.60 over the past week.Buy Or Sell Opportunity • May 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.5% to NT$81.30. The fair value is estimated to be NT$102, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 4.2% in a year. Earnings are forecast to decline by 17% in the next year.Reported Earnings • May 16First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: NT$1.32 (down from NT$1.67 in 1Q 2024). Revenue: NT$5.03b (up 2.5% from 1Q 2024). Net income: NT$584.2m (down 21% from 1Q 2024). Profit margin: 12% (down from 15% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 4.4% 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, earnings per share has increased by 22% per year and the company’s share price has also increased by 22% per year.お知らせ • May 06Everlight Electronics Co., Ltd. to Report Q1, 2025 Results on May 13, 2025Everlight Electronics Co., Ltd. announced that they will report Q1, 2025 results on May 13, 2025Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$68.20, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Semiconductor industry in Taiwan. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$97.37 per share.Buy Or Sell Opportunity • Apr 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.1% to NT$76.50. The fair value is estimated to be NT$97.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 8.5% in 2 years. Earnings are forecast to decline by 9.5% in the next 2 years.Reported Earnings • Mar 23Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: NT$6.64 (up from NT$3.32 in FY 2023). Revenue: NT$21.0b (up 18% from FY 2023). Net income: NT$2.94b (up 100% from FY 2023). Profit margin: 14% (up from 8.2% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.9%. Revenue is forecast to grow 4.1% 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 increased by 13% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Mar 19Now 20% undervaluedOver the last 90 days, the stock has risen 5.6% to NT$82.90. The fair value is estimated to be NT$104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.お知らせ • Mar 14Everlight Electronics Co., Ltd., Annual General Meeting, Jun 11, 2025Everlight Electronics Co., Ltd., Annual General Meeting, Jun 11, 2025. Location: 3 floor no,469, chung yang rd., sinjhuang district, new taipei city Taiwan分析記事 • Mar 10Little Excitement Around Everlight Electronics Co., Ltd.'s (TWSE:2393) EarningsWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") above 22x, you may consider...お知らせ • Mar 06Everlight Electronics Co., Ltd. to Report Fiscal Year 2024 Results on Mar 13, 2025Everlight Electronics Co., Ltd. announced that they will report fiscal year 2024 results on Mar 13, 2025Buy Or Sell Opportunity • Feb 12Now 21% undervaluedOver the last 90 days, the stock has risen 11% to NT$86.00. The fair value is estimated to be NT$108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.分析記事 • Jan 15Is Now The Time To Put Everlight Electronics (TWSE:2393) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • Dec 26Jin-Da-Yi Opto (SuZhou) agreed to acquire an unknown stake in VBest Electronics (Kunshan) Ltd from Everlight Electronics Co., Ltd. (TWSE:2393) for CNY 270 million.Jin-Da-Yi Opto (SuZhou) agreed to acquire an unknown stake in VBest Electronics (Kunshan) Ltd from Everlight Electronics Co., Ltd. (TWSE:2393) for CNY 270 million on May 13, 2024. The transaction is subject to approval of merger agreement by target board. The deal has been approved by the board.分析記事 • Dec 22Everlight Electronics (TWSE:2393) Might Have The Makings Of A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...分析記事 • Nov 21Investors Shouldn't Be Too Comfortable With Everlight Electronics' (TWSE:2393) EarningsDespite announcing strong earnings, Everlight Electronics Co., Ltd.'s ( TWSE:2393 ) stock was sluggish. We did some...Reported Earnings • Nov 17Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: NT$1.25 (up from NT$0.91 in 3Q 2023). Revenue: NT$5.56b (up 23% from 3Q 2023). Net income: NT$554.7m (up 37% from 3Q 2023). Profit margin: 10.0% (up from 9.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 05Everlight Electronics Co., Ltd. to Report Q3, 2024 Results on Nov 12, 2024Everlight Electronics Co., Ltd. announced that they will report Q3, 2024 results on Nov 12, 2024分析記事 • Oct 22We Think Everlight Electronics (TWSE:2393) Can Manage Its Debt With EaseDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Sep 22Everlight Electronics (TWSE:2393) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...分析記事 • Sep 04There's No Escaping Everlight Electronics Co., Ltd.'s (TWSE:2393) Muted Earnings Despite A 26% Share Price RiseEverlight Electronics Co., Ltd. ( TWSE:2393 ) shareholders would be excited to see that the share price has had a great...Major Estimate Revision • Sep 04Consensus EPS estimates increase by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from NT$20.8b to NT$21.3b. EPS estimate increased from NT$4.90 to NT$5.87 per share. Net income forecast to grow 19% next year vs 31% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$80.00 to NT$97.00. Share price rose 4.9% to NT$81.70 over the past week.Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$1.85 (vs NT$1.05 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.85 (up from NT$1.05 in 2Q 2023). Revenue: NT$5.56b (up 26% from 2Q 2023). Net income: NT$819.6m (up 77% from 2Q 2023). Profit margin: 15% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Aug 06Everlight Electronics Co., Ltd. to Report Q2, 2024 Results on Aug 13, 2024Everlight Electronics Co., Ltd. announced that they will report Q2, 2024 results on Aug 13, 2024Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$65.00, the stock trades at a trailing P/E ratio of 16.4x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 29% over the past three years.分析記事 • Jul 18Everlight Electronics (TWSE:2393) Is Increasing Its Dividend To NT$3.20Everlight Electronics Co., Ltd. ( TWSE:2393 ) will increase its dividend from last year's comparable payment on the...Declared Dividend • Jul 18Dividend increased to NT$3.20Dividend of NT$3.20 is 28% higher than last year. Ex-date: 1st August 2024 Payment date: 30th August 2024 Dividend yield will be 4.0%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 6.8% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 17Everlight Electronics Co., Ltd. Approves the Cash Dividend, Payable on August 30, 2024Everlight Electronics Co., Ltd. approved the cash dividend of TWD 1,152,822,024, TWD 2.6 per share. Ex-rights (ex-dividend) record date of August 9, 2024. Payment date of common stock cash dividend distribution on August 30, 2024.分析記事 • Jul 02Everlight Electronics (TWSE:2393) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...お知らせ • Jun 14+ 3 more updatesEverlight Electronics Co., Ltd. Approves Board ChangesEverlight Electronics Co., Ltd. approved the board changes. Title and name of the previous position holder: Independent Director: Chen-En Ko, Independent Director of Everlight Electronics and Independent Director: Johnsee Lee, Independent Director of Everlight Electronics. Title and name of the new position holder: Chin-Der Ou, Independent Director of Elite Advanced Laser Corporation and Kuo-Chung Chi, Chair Professor of the Department of National Chiao Tung University. Effective date of the new appointment is June 12, 2024.Major Estimate Revision • May 21Consensus EPS estimates increase by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from NT$19.3b to NT$20.8b. EPS estimate increased from NT$4.09 to NT$4.90 per share. Net income forecast to grow 22% next year vs 29% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$63.50 to NT$68.00. Share price was steady at NT$69.90 over the past week.Reported Earnings • May 18First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: NT$1.67 (up from NT$1.04 in 1Q 2023). Revenue: NT$4.91b (up 9.4% from 1Q 2023). Net income: NT$741.4m (up 61% from 1Q 2023). Profit margin: 15% (up from 10% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 30%. Revenue is forecast to grow 8.2% 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 11% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • May 06Everlight Electronics Co., Ltd. to Report Q1, 2024 Results on May 13, 2024Everlight Electronics Co., Ltd. announced that they will report Q1, 2024 results on May 13, 2024分析記事 • Apr 29Everlight Electronics (TWSE:2393) Might Have The Makings Of A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Buy Or Sell Opportunity • Apr 10Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to NT$61.50. The fair value is estimated to be NT$49.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 9.4%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.分析記事 • Apr 09Lacklustre Performance Is Driving Everlight Electronics Co., Ltd.'s (TWSE:2393) Low P/EWith a price-to-earnings (or "P/E") ratio of 17.5x Everlight Electronics Co., Ltd. ( TWSE:2393 ) may be sending bullish...分析記事 • Mar 21Everlight Electronics' (TWSE:2393) Earnings Offer More Than Meets The EyeEverlight Electronics Co., Ltd.'s ( TWSE:2393 ) solid earnings announcement recently didn't do much to the stock price...Reported Earnings • Mar 18Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: NT$3.32 (up from NT$2.78 in FY 2022). Revenue: NT$17.8b (down 10% from FY 2022). Net income: NT$1.47b (up 20% from FY 2022). Profit margin: 8.2% (up from 6.2% in FY 2022). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 8.2% 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, earnings per share has fallen by 9% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Mar 17Everlight Electronics Co., Ltd., Annual General Meeting, Jun 12, 2024Everlight Electronics Co., Ltd., Annual General Meeting, Jun 12, 2024.お知らせ • Mar 14Everlight Electronics Co., Ltd. Announces the Appointment of Lo-Yen Chu as Internal Audit OfficerEverlight Electronics Co., Ltd. announced the appointment of Lo-Yen Chu as Internal audit officer. Name, title, and resume of the new position holder: Lo-Yen Chu, Director of the Audit Center Resume-Asus Computer Inc., Internal audit supervisor, Product manager. Effective date: March 13, 2024. BOD of the Company has approved the new internal audit officer.Board Change • Jan 19Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. No experienced directors. 7 highly experienced directors. Independent Director Liang-Gee Chen was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Aug 19Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$19.0b to NT$17.5b. EPS estimate also fell from NT$4.18 per share to NT$3.73 per share. Net income forecast to grow 40% next year vs 6.2% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$54.33 unchanged from last update. Share price was steady at NT$48.40 over the past week.Reported Earnings • Aug 15Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: NT$1.05 (up from NT$0.89 in 2Q 2022). Revenue: NT$4.40b (down 14% from 2Q 2022). Net income: NT$464.3m (up 18% from 2Q 2022). Profit margin: 11% (up from 7.7% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 20%. Revenue is forecast to grow 8.2% 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 increased by 3% per year whereas the company’s share price has increased by 8% per year.Upcoming Dividend • Jul 26Upcoming dividend of NT$2.50 per share at 4.8% yieldEligible shareholders must have bought the stock before 02 August 2023. Payment date: 31 August 2023. Payout ratio is on the higher end at 90%, however this is supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.2%).お知らせ • Jul 18Everlight Electronics Co., Ltd. Declares Cash Dividend, Payable on August 31, 2023Everlight Electronics Co., Ltd. total Distribution of TWD 1,108,482,715, TWD 2.5 per share for the year 2022, at the meeting held on July 17, 2023. Ex-rights (ex-dividend) trading date is August 02, 2023; Ex-rights (ex-dividend) record date is August 08, 2023; Payment date of cash dividend distribution is August 31, 2023.お知らせ • Jul 17Everlight Electronics Co., Ltd. Announces the Resignation of Wu-Liu Tsai as DirectorEverlight Electronics Co., Ltd. announced the resignation of Wu-Liu Tsai as Director. Date of occurrence of the change is July 15, 2023.Price Target Changed • Jun 29Price target increased by 9.8% to NT$54.33Up from NT$49.50, the current price target is an average from 3 analysts. New target price is 6.1% above last closing price of NT$51.20. Stock is up 24% over the past year. The company is forecast to post earnings per share of NT$4.18 for next year compared to NT$2.78 last year.Reported Earnings • May 17First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: NT$1.04 (down from NT$1.05 in 1Q 2022). Revenue: NT$4.48b (down 19% from 1Q 2022). Net income: NT$461.2m (flat on 1Q 2022). Profit margin: 10% (up from 8.4% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) also surpassed analyst estimates by 177%. Revenue is forecast to grow 9.6% 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, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year.Reported Earnings • Mar 16Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: NT$2.78 (down from NT$4.38 in FY 2021). Revenue: NT$19.9b (down 21% from FY 2021). Net income: NT$1.23b (down 37% from FY 2021). Profit margin: 6.2% (down from 7.8% 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 15%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 22% per year.お知らせ • Dec 23Everlight Electronics Co., Ltd. Appoints Chun-Yu Lu as Corporate Governance OfficerEverlight Electronics Co., Ltd. announced the appointment of Chun-Yu Lu, Associate Director of Financial and Accounting Center, as Corporate governance officer of the company, with effect from December 21, 2022. BOD of the Company has approved the new corporate governance officer.Buying Opportunity • Dec 12Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be NT$47.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to grow by 5.0% in 2 years. Earnings is forecast to grow by 2.8% in the next 2 years.お知らせ • Nov 25Everlight Electronics Co., Ltd. Announces Resignation of Chun-Yi Tsou as Corporate Governance OfficerEverlight Electronics Co., Ltd. announced resignation of Chun-Yi Tsou as corporate governance officer. Name, title, and resume of the previous position holder: Chun-Yi Tsou, Manager of Finance Division; Reason for the change: Resignation; Effective date is November 23, 2022; Any other matters that need to be specified: Chun-Yu Lu will be the acting corporate governance officer. A further announcement will be made after the board of directors of the Company appoints the new corporate governance officer.Reported Earnings • Nov 19Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: NT$0.96 (down from NT$1.38 in 3Q 2021). Revenue: NT$4.78b (down 28% from 3Q 2021). Net income: NT$424.2m (down 30% from 3Q 2021). Profit margin: 8.9% (down from 9.2% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) exceeded analyst estimates by 22%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Price Target Changed • Nov 16Price target decreased to NT$44.00Down from NT$49.50, the current price target is an average from 2 analysts. New target price is 18% above last closing price of NT$37.30. Stock is down 27% over the past year. The company is forecast to post earnings per share of NT$3.52 for next year compared to NT$4.37 last year.Reported Earnings • Aug 15Second quarter 2022 earnings: EPS misses analyst expectationsSecond quarter 2022 results: EPS: NT$0.89 (down from NT$1.37 in 2Q 2021). Revenue: NT$5.14b (down 24% from 2Q 2021). Net income: NT$394.6m (down 35% from 2Q 2021). Profit margin: 7.7% (down from 9.0% in 2Q 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 3.3%. Over the next year, revenue is forecast to stay flat compared to a 20% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 27Upcoming dividend of NT$3.50 per shareEligible shareholders must have bought the stock before 03 August 2022. Payment date: 31 August 2022. Payout ratio is on the higher end at 80%, however this is supported by cash flows. Trailing yield: 8.5%. Within top quartile of Taiwanese dividend payers (6.7%). Higher than average of industry peers (3.7%).Major Estimate Revision • Jul 23Consensus revenue estimates fall by 17%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$25.5b to NT$21.2b. EPS estimate fell from NT$4.38 to NT$3.62 per share. Net income forecast to shrink 12% next year vs 12% growth forecast for Semiconductor industry in Taiwan . Consensus price target down from NT$53.50 to NT$49.50. Share price was steady at NT$42.00 over the past week.お知らせ • Jun 18Everlight Electronics Co., Ltd. Announces Distribution for the Year 2021Everlight Electronics Co., Ltd. total Distribution of TWD 1,551,875,801, TWD 3.5 per share for the year 2021, at the AGM held on June 17, 2022.お知らせ • Jun 11Everlight Electronics Co., Ltd. Announces Executive ChangesEverlight Electronics Co., Ltd. announced resignation of Yu-Keng Shih, Director of Financial and Accounting Center of the Company effective June 10, 2022. Chun-Yu Lu will be the acting financial officer and Man-Ning Li will be the acting corporate governance officer. A further announcement will be made after the audit committee and the board of directors of the Company appoints the new financial officer and the new corporate governance officer.お知らせ • Jun 02Everlight Electronics Co., Ltd. Announces Change of the SpokespersonEverlight Electronics Co., Ltd. announced the change of Spokesperson. Date of occurrence of the change: June 1, 2022. Name, title, and resume of the previous position holder: Yu-Keng Shih, Director of Financial and Accounting Center of the Company. Name, title, and resume of the new position holder: Wu-Liu Tsai, Executive Vice President of the Company. Type of the change: Position adjustment. Effective date June 1, 2022.Reported Earnings • May 15First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: NT$1.05 (up from NT$1.03 in 1Q 2021). Revenue: NT$5.52b (down 6.3% from 1Q 2021). Net income: NT$463.5m (up 1.2% from 1Q 2021). Profit margin: 8.4% (up from 7.8% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 66%. Over the next year, revenue is forecast to grow 5.9%, compared to a 23% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 27Price target decreased to NT$53.50Down from NT$66.33, the current price target is an average from 2 analysts. New target price is 24% above last closing price of NT$43.05. Stock is down 7.8% over the past year. The company is forecast to post earnings per share of NT$4.38 for next year compared to NT$4.37 last year.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Senior VP & Director Wu-Yan Yeh was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Senior VP & Director Wu-Yan Yeh was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Apr 01Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from NT$26.7b to NT$25.5b. EPS estimate also fell from NT$5.27 per share to NT$4.38 per share. Net income forecast to grow 0.1% next year vs 26% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$66.33 to NT$56.33. Share price fell 3.8% to NT$48.40 over the past week.Price Target Changed • Mar 29Price target decreased to NT$58.00Down from NT$67.75, the current price target is an average from 3 analysts. New target price is 18% above last closing price of NT$49.00. Stock is up 6.3% over the past year. The company is forecast to post earnings per share of NT$4.34 for next year compared to NT$4.37 last year.Reported Earnings • Mar 28Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: NT$4.37 (up from NT$2.79 in FY 2020). Revenue: NT$25.0b (up 16% from FY 2020). Net income: NT$1.94b (up 57% from FY 2020). Profit margin: 7.8% (up from 5.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.6%. Over the next year, revenue is forecast to grow 6.6%, compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$1.38 (vs NT$1.04 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$6.62b (up 13% from 3Q 2020). Net income: NT$609.7m (up 32% from 3Q 2020). Profit margin: 9.2% (up from 7.9% 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 35% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Price Target Changed • Aug 26Price target increased to NT$68.10Up from NT$63.10, the current price target is an average from 3 analysts. New target price is 23% above last closing price of NT$55.30. Stock is up 57% over the past year.Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$1.37 (vs NT$0.88 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$6.76b (up 20% from 2Q 2020). Net income: NT$608.3m (up 55% from 2Q 2020). Profit margin: 9.0% (up from 6.9% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 12Upcoming dividend of NT$2.25 per shareEligible shareholders must have bought the stock before 19 August 2021. Payment date: 16 September 2021. Trailing yield: 3.9%. Lower than top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (2.2%).Valuation Update With 7 Day Price Move • Aug 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$56.70, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Semiconductor industry in Taiwan. Total returns to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$59.52 per share.Executive Departure • Aug 05Non-Independent Director Zheng-Li Yang has left the companyOn the 29th of July, Zheng-Li Yang's tenure as Non-Independent Director ended after 21.3 years in the role. We don't have any record of a personal shareholding under Zheng-Li's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 11.00 years.Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Director & Executive VP Wu-Liu Tsai was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Jul 21Consensus EPS estimates increase to NT$4.73The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from NT$24.6b to NT$25.2b. EPS estimate increased from NT$4.23 to NT$4.73 per share. Net income forecast to grow 30% next year vs 35% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$52.02 to NT$55.68. Share price was steady at NT$55.90 over the past week.Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$44.95, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Semiconductor industry in Taiwan. Total returns to shareholders of 32% over the past three years.Major Estimate Revision • May 20Consensus EPS estimates increase to NT$3.92The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from NT$23.4b to NT$24.3b. EPS estimate increased from NT$3.32 to NT$3.92 per share. Net income forecast to grow 10% next year vs 35% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$47.75 unchanged from last update. Share price rose 5.2% to NT$41.50 over the past week.Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$1.03 (vs NT$0.14 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$5.89b (up 30% from 1Q 2020). Net income: NT$458.1m (up NT$397.1m from 1Q 2020). Profit margin: 7.8% (up from 1.3% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 23Here's What To Make Of Everlight Electronics' (TPE:2393) Decelerating Rates Of ReturnThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...分析記事 • Apr 11Everlight Electronics Co., Ltd. (TPE:2393) Shares Could Be 28% Below Their Intrinsic Value EstimateHow far off is Everlight Electronics Co., Ltd. ( TPE:2393 ) from its intrinsic value? Using the most recent financial...分析記事 • Mar 30Here's Why I Think Everlight Electronics (TPE:2393) Might Deserve Your Attention TodayIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...収支内訳Everlight Electronics の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TWSE:2393 収益、費用、利益 ( )TWD Millions日付収益収益G+A経費研究開発費31 Mar 2619,6531,8572,77484031 Dec 2519,6402,0382,79384930 Sep 2519,9692,3082,81083030 Jun 2520,6082,2912,87981531 Mar 2521,0942,7872,99784731 Dec 2420,9732,9443,03585830 Sep 2420,4612,2572,93284730 Jun 2419,4202,1082,81183931 Mar 2418,2681,7522,69280931 Dec 2317,8451,4722,60978730 Sep 2317,8601,2792,79176030 Jun 2318,1211,2982,99273531 Mar 2318,8551,2283,21072731 Dec 2219,8881,2313,41871330 Sep 2221,1891,5463,50769930 Jun 2223,0321,7313,56672331 Mar 2224,6521,9453,58872831 Dec 2125,0221,9403,56172230 Sep 2124,8761,9973,49473130 Jun 2124,1071,8503,41771731 Mar 2122,9911,6333,37971131 Dec 2021,6371,2363,35770830 Sep 2021,4731,1393,50273930 Jun 2020,7939693,54574831 Mar 2020,3707963,52575431 Dec 1920,9678223,54375130 Sep 1921,1177403,55272830 Jun 1922,2277533,61975131 Mar 1922,9387713,78880131 Dec 1824,0897933,91784930 Sep 1825,1908874,01290530 Jun 1825,8118624,02789931 Mar 1826,8731,0003,92486231 Dec 1727,3111,2043,82083430 Sep 1728,2851,4283,88380930 Jun 1728,9651,6033,95276431 Mar 1729,1141,6734,08575831 Dec 1629,3471,8064,27177330 Sep 1629,1791,8954,21877630 Jun 1628,6691,8554,24679631 Mar 1628,5831,7244,15979531 Dec 1528,8661,8404,06277330 Sep 1529,5041,8404,08977430 Jun 1530,9582,1354,142755質の高い収益: 2393は 高品質の収益 を持っています。利益率の向上: 2393の現在の純利益率 (9.4%)は、昨年(13.2%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 2393の収益は過去 5 年間で年間7.4%増加しました。成長の加速: 2393は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 2393は過去 1 年間で収益成長率がマイナス ( -33.4% ) となったため、 Semiconductor業界平均 ( 2.4% ) と比較することが困難です。株主資本利益率高いROE: 2393の 自己資本利益率 ( 8.9% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSemiconductors 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 04:56終値2026/05/21 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Everlight Electronics Co., Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関Hong Ji YangBarclaysJasmine WeiBofA Global ResearchMin-Min LaiCLSA13 その他のアナリストを表示
Reported Earnings • May 15First quarter 2026 earnings released: EPS: NT$0.91 (vs NT$1.32 in 1Q 2025)First quarter 2026 results: EPS: NT$0.91 (down from NT$1.32 in 1Q 2025). Revenue: NT$5.04b (flat on 1Q 2025). Net income: NT$403.0m (down 31% from 1Q 2025). Profit margin: 8.0% (down from 12% in 1Q 2025). Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 14Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: NT$4.60 (down from NT$6.64 in FY 2024). Revenue: NT$19.6b (down 6.4% from FY 2024). Net income: NT$2.04b (down 31% from FY 2024). Profit margin: 10% (down from 14% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 2.4%. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 17Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: NT$1.29 (up from NT$1.25 in 3Q 2024). Revenue: NT$4.92b (down 12% from 3Q 2024). Net income: NT$571.3m (up 3.0% from 3Q 2024). Profit margin: 12% (up from 10.0% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.8%. Revenue is forecast to grow 3.6% 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 increased by 28% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 15Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: NT$0.73 (down from NT$1.85 in 2Q 2024). Revenue: NT$5.07b (down 8.7% from 2Q 2024). Net income: NT$323.3m (down 61% from 2Q 2024). Profit margin: 6.4% (down from 15% in 2Q 2024). Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) also missed analyst estimates by 7.0%. Revenue is forecast to grow 6.5% p.a. on average during the next 2 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 26% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 16First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: NT$1.32 (down from NT$1.67 in 1Q 2024). Revenue: NT$5.03b (up 2.5% from 1Q 2024). Net income: NT$584.2m (down 21% from 1Q 2024). Profit margin: 12% (down from 15% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 4.4% 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, earnings per share has increased by 22% per year and the company’s share price has also increased by 22% per year.
お知らせ • May 06Everlight Electronics Co., Ltd. to Report Q1, 2025 Results on May 13, 2025Everlight Electronics Co., Ltd. announced that they will report Q1, 2025 results on May 13, 2025
Major Estimate Revision • 22hConsensus EPS estimates fall by 21%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from NT$21.1b to NT$21.4b. EPS estimate fell from NT$5.42 to NT$4.27 per share. Net income forecast to grow 6.0% next year vs 58% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$75.00 to NT$67.00. Share price was steady at NT$64.60 over the past week.
Reported Earnings • May 15First quarter 2026 earnings released: EPS: NT$0.91 (vs NT$1.32 in 1Q 2025)First quarter 2026 results: EPS: NT$0.91 (down from NT$1.32 in 1Q 2025). Revenue: NT$5.04b (flat on 1Q 2025). Net income: NT$403.0m (down 31% from 1Q 2025). Profit margin: 8.0% (down from 12% in 1Q 2025). Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Apr 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to NT$67.90. The fair value is estimated to be NT$56.53, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 9.8% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.
Buy Or Sell Opportunity • Mar 16Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to NT$66.40. The fair value is estimated to be NT$54.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 7.8% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.
Reported Earnings • Mar 14Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: NT$4.60 (down from NT$6.64 in FY 2024). Revenue: NT$19.6b (down 6.4% from FY 2024). Net income: NT$2.04b (down 31% from FY 2024). Profit margin: 10% (down from 14% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 2.4%. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 12Everlight Electronics Co., Ltd., Annual General Meeting, Jun 09, 2026Everlight Electronics Co., Ltd., Annual General Meeting, Jun 09, 2026. Location: 3 floor no,469, chung yang rd., sinjhuang district, new taipei city Taiwan
Reported Earnings • Nov 17Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: NT$1.29 (up from NT$1.25 in 3Q 2024). Revenue: NT$4.92b (down 12% from 3Q 2024). Net income: NT$571.3m (up 3.0% from 3Q 2024). Profit margin: 12% (up from 10.0% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.8%. Revenue is forecast to grow 3.6% 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 increased by 28% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Sep 20Price target decreased by 12% to NT$82.67Down from NT$93.50, the current price target is an average from 3 analysts. New target price is 32% above last closing price of NT$62.40. Stock is down 21% over the past year. The company is forecast to post earnings per share of NT$4.72 for next year compared to NT$6.64 last year.
Buy Or Sell Opportunity • Sep 05Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to NT$63.40. The fair value is estimated to be NT$83.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 0.4% in a year. Earnings are forecast to grow by 1.1% in the next year.
Price Target Changed • Sep 01Price target decreased by 7.8% to NT$88.50Down from NT$96.00, the current price target is an average from 2 analysts. New target price is 31% above last closing price of NT$67.50. Stock is down 19% over the past year. The company is forecast to post earnings per share of NT$4.73 for next year compared to NT$6.64 last year.
お知らせ • Aug 27Everlight Electronics Co., Ltd. Convicts for Stealing World-First TechnologyThe Supreme Court of Korea has recently upheld a lower court ruling convicting Taiwan-based Everlight Electronics Co., Ltd. of violating the Act on Prevention and Protection of Industrial Technology for misappropriating Seoul Semiconductor Co., Ltd.'s patented LED technology. Everlight was indicted for bribing three former employees of Seoul Semiconductor to misappropriate core technologies developed over decades of R&D, including the world’s first No-wire second-generation LED technology and advanced UV LED technologies. The former employees who leaked the technologies were also sentenced to prison terms. Although Everlight initially appealed its first-trial conviction for trade secret infringement, the appellate court determined that Seoul Semiconductor’s technologies went beyond ordinary trade secrets and qualified as advanced national industrial technologies under Korea’s Industrial Technology Protection Act, adding further charges. Last week, the Supreme Court upheld the lower court’s ruling, making the conviction final. Industry experts view the Supreme Court’s ruling as a meaningful precedent that will foster research and development while advancing the quality of human life. The decision confirms that Korea’s criminal jurisdiction can be effectively applied to foreign companies, and that under the principle of dual liability, both individuals and corporations can be held accountable. This ruling serves as a strong warning to both domestic and overseas companies attempting to steal technology, either directly or indirectly. At the same time, it is expected to encourage fair competition and creative innovation. In addition to the technology theft litigation, Seoul Semiconductor has vigorously pursued Everlight’s patent infringements. Over the past seven years, the company has won all 16 patent lawsuits across five countries, securing court orders prohibiting sales and mandating the recall of infringing products. Seoul Semiconductor is closely tracking the enforcement of the rulings and making sure companies aren’t disregarding them to save costs. For the past 30 years, Seoul Semiconductor has dedicated itself to the research and development of optical semiconductors, amassing more than 18,000 patents—an unparalleled portfolio in the LED industry. These are not merely numbers; they include core technologies that define the second generation of the LED industry, such as the world’s first No-wire technology (essential for MicroLED display manufacturing) and the world’s first RGB 1-chip technology. Today, Seoul Semiconductor stands as the world’s No. 1 in LED backlight technology, No. 1 in UV LEDs, and No. 3 in the global LED industry overall, solidifying its position as a leading optical semiconductor company.
Reported Earnings • Aug 15Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: NT$0.73 (down from NT$1.85 in 2Q 2024). Revenue: NT$5.07b (down 8.7% from 2Q 2024). Net income: NT$323.3m (down 61% from 2Q 2024). Profit margin: 6.4% (down from 15% in 2Q 2024). Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) also missed analyst estimates by 7.0%. Revenue is forecast to grow 6.5% p.a. on average during the next 2 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 26% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 12+ 1 more updateEverlight Electronics Co., Ltd. Approves Dividend for Year 2024Everlight Electronics Co., Ltd. at its AGM held on June 11, 2025 approved total distribution of TWD 2,354,417,287 i.e. TWD 5.31 per share for year 2024.
Major Estimate Revision • May 28Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$21.9b to NT$21.5b. EPS estimate also fell from NT$5.43 per share to NT$4.78 per share. Net income forecast to shrink 19% next year vs 16% growth forecast for Semiconductor industry in Taiwan . Consensus price target down from NT$96.00 to NT$93.50. Share price fell 3.9% to NT$80.60 over the past week.
Buy Or Sell Opportunity • May 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.5% to NT$81.30. The fair value is estimated to be NT$102, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 4.2% in a year. Earnings are forecast to decline by 17% in the next year.
Reported Earnings • May 16First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: NT$1.32 (down from NT$1.67 in 1Q 2024). Revenue: NT$5.03b (up 2.5% from 1Q 2024). Net income: NT$584.2m (down 21% from 1Q 2024). Profit margin: 12% (down from 15% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 4.4% 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, earnings per share has increased by 22% per year and the company’s share price has also increased by 22% per year.
お知らせ • May 06Everlight Electronics Co., Ltd. to Report Q1, 2025 Results on May 13, 2025Everlight Electronics Co., Ltd. announced that they will report Q1, 2025 results on May 13, 2025
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$68.20, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Semiconductor industry in Taiwan. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$97.37 per share.
Buy Or Sell Opportunity • Apr 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.1% to NT$76.50. The fair value is estimated to be NT$97.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 8.5% in 2 years. Earnings are forecast to decline by 9.5% in the next 2 years.
Reported Earnings • Mar 23Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: NT$6.64 (up from NT$3.32 in FY 2023). Revenue: NT$21.0b (up 18% from FY 2023). Net income: NT$2.94b (up 100% from FY 2023). Profit margin: 14% (up from 8.2% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.9%. Revenue is forecast to grow 4.1% 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 increased by 13% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Mar 19Now 20% undervaluedOver the last 90 days, the stock has risen 5.6% to NT$82.90. The fair value is estimated to be NT$104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.
お知らせ • Mar 14Everlight Electronics Co., Ltd., Annual General Meeting, Jun 11, 2025Everlight Electronics Co., Ltd., Annual General Meeting, Jun 11, 2025. Location: 3 floor no,469, chung yang rd., sinjhuang district, new taipei city Taiwan
分析記事 • Mar 10Little Excitement Around Everlight Electronics Co., Ltd.'s (TWSE:2393) EarningsWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") above 22x, you may consider...
お知らせ • Mar 06Everlight Electronics Co., Ltd. to Report Fiscal Year 2024 Results on Mar 13, 2025Everlight Electronics Co., Ltd. announced that they will report fiscal year 2024 results on Mar 13, 2025
Buy Or Sell Opportunity • Feb 12Now 21% undervaluedOver the last 90 days, the stock has risen 11% to NT$86.00. The fair value is estimated to be NT$108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.
分析記事 • Jan 15Is Now The Time To Put Everlight Electronics (TWSE:2393) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • Dec 26Jin-Da-Yi Opto (SuZhou) agreed to acquire an unknown stake in VBest Electronics (Kunshan) Ltd from Everlight Electronics Co., Ltd. (TWSE:2393) for CNY 270 million.Jin-Da-Yi Opto (SuZhou) agreed to acquire an unknown stake in VBest Electronics (Kunshan) Ltd from Everlight Electronics Co., Ltd. (TWSE:2393) for CNY 270 million on May 13, 2024. The transaction is subject to approval of merger agreement by target board. The deal has been approved by the board.
分析記事 • Dec 22Everlight Electronics (TWSE:2393) Might Have The Makings Of A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
分析記事 • Nov 21Investors Shouldn't Be Too Comfortable With Everlight Electronics' (TWSE:2393) EarningsDespite announcing strong earnings, Everlight Electronics Co., Ltd.'s ( TWSE:2393 ) stock was sluggish. We did some...
Reported Earnings • Nov 17Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: NT$1.25 (up from NT$0.91 in 3Q 2023). Revenue: NT$5.56b (up 23% from 3Q 2023). Net income: NT$554.7m (up 37% from 3Q 2023). Profit margin: 10.0% (up from 9.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 05Everlight Electronics Co., Ltd. to Report Q3, 2024 Results on Nov 12, 2024Everlight Electronics Co., Ltd. announced that they will report Q3, 2024 results on Nov 12, 2024
分析記事 • Oct 22We Think Everlight Electronics (TWSE:2393) Can Manage Its Debt With EaseDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Sep 22Everlight Electronics (TWSE:2393) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
分析記事 • Sep 04There's No Escaping Everlight Electronics Co., Ltd.'s (TWSE:2393) Muted Earnings Despite A 26% Share Price RiseEverlight Electronics Co., Ltd. ( TWSE:2393 ) shareholders would be excited to see that the share price has had a great...
Major Estimate Revision • Sep 04Consensus EPS estimates increase by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from NT$20.8b to NT$21.3b. EPS estimate increased from NT$4.90 to NT$5.87 per share. Net income forecast to grow 19% next year vs 31% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$80.00 to NT$97.00. Share price rose 4.9% to NT$81.70 over the past week.
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$1.85 (vs NT$1.05 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.85 (up from NT$1.05 in 2Q 2023). Revenue: NT$5.56b (up 26% from 2Q 2023). Net income: NT$819.6m (up 77% from 2Q 2023). Profit margin: 15% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Aug 06Everlight Electronics Co., Ltd. to Report Q2, 2024 Results on Aug 13, 2024Everlight Electronics Co., Ltd. announced that they will report Q2, 2024 results on Aug 13, 2024
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$65.00, the stock trades at a trailing P/E ratio of 16.4x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 29% over the past three years.
分析記事 • Jul 18Everlight Electronics (TWSE:2393) Is Increasing Its Dividend To NT$3.20Everlight Electronics Co., Ltd. ( TWSE:2393 ) will increase its dividend from last year's comparable payment on the...
Declared Dividend • Jul 18Dividend increased to NT$3.20Dividend of NT$3.20 is 28% higher than last year. Ex-date: 1st August 2024 Payment date: 30th August 2024 Dividend yield will be 4.0%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 6.8% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 17Everlight Electronics Co., Ltd. Approves the Cash Dividend, Payable on August 30, 2024Everlight Electronics Co., Ltd. approved the cash dividend of TWD 1,152,822,024, TWD 2.6 per share. Ex-rights (ex-dividend) record date of August 9, 2024. Payment date of common stock cash dividend distribution on August 30, 2024.
分析記事 • Jul 02Everlight Electronics (TWSE:2393) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
お知らせ • Jun 14+ 3 more updatesEverlight Electronics Co., Ltd. Approves Board ChangesEverlight Electronics Co., Ltd. approved the board changes. Title and name of the previous position holder: Independent Director: Chen-En Ko, Independent Director of Everlight Electronics and Independent Director: Johnsee Lee, Independent Director of Everlight Electronics. Title and name of the new position holder: Chin-Der Ou, Independent Director of Elite Advanced Laser Corporation and Kuo-Chung Chi, Chair Professor of the Department of National Chiao Tung University. Effective date of the new appointment is June 12, 2024.
Major Estimate Revision • May 21Consensus EPS estimates increase by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from NT$19.3b to NT$20.8b. EPS estimate increased from NT$4.09 to NT$4.90 per share. Net income forecast to grow 22% next year vs 29% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$63.50 to NT$68.00. Share price was steady at NT$69.90 over the past week.
Reported Earnings • May 18First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: NT$1.67 (up from NT$1.04 in 1Q 2023). Revenue: NT$4.91b (up 9.4% from 1Q 2023). Net income: NT$741.4m (up 61% from 1Q 2023). Profit margin: 15% (up from 10% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 30%. Revenue is forecast to grow 8.2% 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 11% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • May 06Everlight Electronics Co., Ltd. to Report Q1, 2024 Results on May 13, 2024Everlight Electronics Co., Ltd. announced that they will report Q1, 2024 results on May 13, 2024
分析記事 • Apr 29Everlight Electronics (TWSE:2393) Might Have The Makings Of A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Buy Or Sell Opportunity • Apr 10Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to NT$61.50. The fair value is estimated to be NT$49.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 9.4%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
分析記事 • Apr 09Lacklustre Performance Is Driving Everlight Electronics Co., Ltd.'s (TWSE:2393) Low P/EWith a price-to-earnings (or "P/E") ratio of 17.5x Everlight Electronics Co., Ltd. ( TWSE:2393 ) may be sending bullish...
分析記事 • Mar 21Everlight Electronics' (TWSE:2393) Earnings Offer More Than Meets The EyeEverlight Electronics Co., Ltd.'s ( TWSE:2393 ) solid earnings announcement recently didn't do much to the stock price...
Reported Earnings • Mar 18Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: NT$3.32 (up from NT$2.78 in FY 2022). Revenue: NT$17.8b (down 10% from FY 2022). Net income: NT$1.47b (up 20% from FY 2022). Profit margin: 8.2% (up from 6.2% in FY 2022). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 8.2% 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, earnings per share has fallen by 9% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Mar 17Everlight Electronics Co., Ltd., Annual General Meeting, Jun 12, 2024Everlight Electronics Co., Ltd., Annual General Meeting, Jun 12, 2024.
お知らせ • Mar 14Everlight Electronics Co., Ltd. Announces the Appointment of Lo-Yen Chu as Internal Audit OfficerEverlight Electronics Co., Ltd. announced the appointment of Lo-Yen Chu as Internal audit officer. Name, title, and resume of the new position holder: Lo-Yen Chu, Director of the Audit Center Resume-Asus Computer Inc., Internal audit supervisor, Product manager. Effective date: March 13, 2024. BOD of the Company has approved the new internal audit officer.
Board Change • Jan 19Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. No experienced directors. 7 highly experienced directors. Independent Director Liang-Gee Chen was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Aug 19Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$19.0b to NT$17.5b. EPS estimate also fell from NT$4.18 per share to NT$3.73 per share. Net income forecast to grow 40% next year vs 6.2% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$54.33 unchanged from last update. Share price was steady at NT$48.40 over the past week.
Reported Earnings • Aug 15Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: NT$1.05 (up from NT$0.89 in 2Q 2022). Revenue: NT$4.40b (down 14% from 2Q 2022). Net income: NT$464.3m (up 18% from 2Q 2022). Profit margin: 11% (up from 7.7% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 20%. Revenue is forecast to grow 8.2% 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 increased by 3% per year whereas the company’s share price has increased by 8% per year.
Upcoming Dividend • Jul 26Upcoming dividend of NT$2.50 per share at 4.8% yieldEligible shareholders must have bought the stock before 02 August 2023. Payment date: 31 August 2023. Payout ratio is on the higher end at 90%, however this is supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.2%).
お知らせ • Jul 18Everlight Electronics Co., Ltd. Declares Cash Dividend, Payable on August 31, 2023Everlight Electronics Co., Ltd. total Distribution of TWD 1,108,482,715, TWD 2.5 per share for the year 2022, at the meeting held on July 17, 2023. Ex-rights (ex-dividend) trading date is August 02, 2023; Ex-rights (ex-dividend) record date is August 08, 2023; Payment date of cash dividend distribution is August 31, 2023.
お知らせ • Jul 17Everlight Electronics Co., Ltd. Announces the Resignation of Wu-Liu Tsai as DirectorEverlight Electronics Co., Ltd. announced the resignation of Wu-Liu Tsai as Director. Date of occurrence of the change is July 15, 2023.
Price Target Changed • Jun 29Price target increased by 9.8% to NT$54.33Up from NT$49.50, the current price target is an average from 3 analysts. New target price is 6.1% above last closing price of NT$51.20. Stock is up 24% over the past year. The company is forecast to post earnings per share of NT$4.18 for next year compared to NT$2.78 last year.
Reported Earnings • May 17First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: NT$1.04 (down from NT$1.05 in 1Q 2022). Revenue: NT$4.48b (down 19% from 1Q 2022). Net income: NT$461.2m (flat on 1Q 2022). Profit margin: 10% (up from 8.4% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) also surpassed analyst estimates by 177%. Revenue is forecast to grow 9.6% 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, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year.
Reported Earnings • Mar 16Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: NT$2.78 (down from NT$4.38 in FY 2021). Revenue: NT$19.9b (down 21% from FY 2021). Net income: NT$1.23b (down 37% from FY 2021). Profit margin: 6.2% (down from 7.8% 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 15%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 22% per year.
お知らせ • Dec 23Everlight Electronics Co., Ltd. Appoints Chun-Yu Lu as Corporate Governance OfficerEverlight Electronics Co., Ltd. announced the appointment of Chun-Yu Lu, Associate Director of Financial and Accounting Center, as Corporate governance officer of the company, with effect from December 21, 2022. BOD of the Company has approved the new corporate governance officer.
Buying Opportunity • Dec 12Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be NT$47.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to grow by 5.0% in 2 years. Earnings is forecast to grow by 2.8% in the next 2 years.
お知らせ • Nov 25Everlight Electronics Co., Ltd. Announces Resignation of Chun-Yi Tsou as Corporate Governance OfficerEverlight Electronics Co., Ltd. announced resignation of Chun-Yi Tsou as corporate governance officer. Name, title, and resume of the previous position holder: Chun-Yi Tsou, Manager of Finance Division; Reason for the change: Resignation; Effective date is November 23, 2022; Any other matters that need to be specified: Chun-Yu Lu will be the acting corporate governance officer. A further announcement will be made after the board of directors of the Company appoints the new corporate governance officer.
Reported Earnings • Nov 19Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: NT$0.96 (down from NT$1.38 in 3Q 2021). Revenue: NT$4.78b (down 28% from 3Q 2021). Net income: NT$424.2m (down 30% from 3Q 2021). Profit margin: 8.9% (down from 9.2% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) exceeded analyst estimates by 22%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Nov 16Price target decreased to NT$44.00Down from NT$49.50, the current price target is an average from 2 analysts. New target price is 18% above last closing price of NT$37.30. Stock is down 27% over the past year. The company is forecast to post earnings per share of NT$3.52 for next year compared to NT$4.37 last year.
Reported Earnings • Aug 15Second quarter 2022 earnings: EPS misses analyst expectationsSecond quarter 2022 results: EPS: NT$0.89 (down from NT$1.37 in 2Q 2021). Revenue: NT$5.14b (down 24% from 2Q 2021). Net income: NT$394.6m (down 35% from 2Q 2021). Profit margin: 7.7% (down from 9.0% in 2Q 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 3.3%. Over the next year, revenue is forecast to stay flat compared to a 20% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 27Upcoming dividend of NT$3.50 per shareEligible shareholders must have bought the stock before 03 August 2022. Payment date: 31 August 2022. Payout ratio is on the higher end at 80%, however this is supported by cash flows. Trailing yield: 8.5%. Within top quartile of Taiwanese dividend payers (6.7%). Higher than average of industry peers (3.7%).
Major Estimate Revision • Jul 23Consensus revenue estimates fall by 17%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$25.5b to NT$21.2b. EPS estimate fell from NT$4.38 to NT$3.62 per share. Net income forecast to shrink 12% next year vs 12% growth forecast for Semiconductor industry in Taiwan . Consensus price target down from NT$53.50 to NT$49.50. Share price was steady at NT$42.00 over the past week.
お知らせ • Jun 18Everlight Electronics Co., Ltd. Announces Distribution for the Year 2021Everlight Electronics Co., Ltd. total Distribution of TWD 1,551,875,801, TWD 3.5 per share for the year 2021, at the AGM held on June 17, 2022.
お知らせ • Jun 11Everlight Electronics Co., Ltd. Announces Executive ChangesEverlight Electronics Co., Ltd. announced resignation of Yu-Keng Shih, Director of Financial and Accounting Center of the Company effective June 10, 2022. Chun-Yu Lu will be the acting financial officer and Man-Ning Li will be the acting corporate governance officer. A further announcement will be made after the audit committee and the board of directors of the Company appoints the new financial officer and the new corporate governance officer.
お知らせ • Jun 02Everlight Electronics Co., Ltd. Announces Change of the SpokespersonEverlight Electronics Co., Ltd. announced the change of Spokesperson. Date of occurrence of the change: June 1, 2022. Name, title, and resume of the previous position holder: Yu-Keng Shih, Director of Financial and Accounting Center of the Company. Name, title, and resume of the new position holder: Wu-Liu Tsai, Executive Vice President of the Company. Type of the change: Position adjustment. Effective date June 1, 2022.
Reported Earnings • May 15First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: NT$1.05 (up from NT$1.03 in 1Q 2021). Revenue: NT$5.52b (down 6.3% from 1Q 2021). Net income: NT$463.5m (up 1.2% from 1Q 2021). Profit margin: 8.4% (up from 7.8% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 66%. Over the next year, revenue is forecast to grow 5.9%, compared to a 23% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 27Price target decreased to NT$53.50Down from NT$66.33, the current price target is an average from 2 analysts. New target price is 24% above last closing price of NT$43.05. Stock is down 7.8% over the past year. The company is forecast to post earnings per share of NT$4.38 for next year compared to NT$4.37 last year.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Senior VP & Director Wu-Yan Yeh was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Senior VP & Director Wu-Yan Yeh was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Apr 01Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from NT$26.7b to NT$25.5b. EPS estimate also fell from NT$5.27 per share to NT$4.38 per share. Net income forecast to grow 0.1% next year vs 26% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$66.33 to NT$56.33. Share price fell 3.8% to NT$48.40 over the past week.
Price Target Changed • Mar 29Price target decreased to NT$58.00Down from NT$67.75, the current price target is an average from 3 analysts. New target price is 18% above last closing price of NT$49.00. Stock is up 6.3% over the past year. The company is forecast to post earnings per share of NT$4.34 for next year compared to NT$4.37 last year.
Reported Earnings • Mar 28Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: NT$4.37 (up from NT$2.79 in FY 2020). Revenue: NT$25.0b (up 16% from FY 2020). Net income: NT$1.94b (up 57% from FY 2020). Profit margin: 7.8% (up from 5.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.6%. Over the next year, revenue is forecast to grow 6.6%, compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$1.38 (vs NT$1.04 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$6.62b (up 13% from 3Q 2020). Net income: NT$609.7m (up 32% from 3Q 2020). Profit margin: 9.2% (up from 7.9% 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 35% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Aug 26Price target increased to NT$68.10Up from NT$63.10, the current price target is an average from 3 analysts. New target price is 23% above last closing price of NT$55.30. Stock is up 57% over the past year.
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$1.37 (vs NT$0.88 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$6.76b (up 20% from 2Q 2020). Net income: NT$608.3m (up 55% from 2Q 2020). Profit margin: 9.0% (up from 6.9% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 12Upcoming dividend of NT$2.25 per shareEligible shareholders must have bought the stock before 19 August 2021. Payment date: 16 September 2021. Trailing yield: 3.9%. Lower than top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (2.2%).
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$56.70, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Semiconductor industry in Taiwan. Total returns to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$59.52 per share.
Executive Departure • Aug 05Non-Independent Director Zheng-Li Yang has left the companyOn the 29th of July, Zheng-Li Yang's tenure as Non-Independent Director ended after 21.3 years in the role. We don't have any record of a personal shareholding under Zheng-Li's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 11.00 years.
Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Director & Executive VP Wu-Liu Tsai was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Jul 21Consensus EPS estimates increase to NT$4.73The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from NT$24.6b to NT$25.2b. EPS estimate increased from NT$4.23 to NT$4.73 per share. Net income forecast to grow 30% next year vs 35% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$52.02 to NT$55.68. Share price was steady at NT$55.90 over the past week.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$44.95, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Semiconductor industry in Taiwan. Total returns to shareholders of 32% over the past three years.
Major Estimate Revision • May 20Consensus EPS estimates increase to NT$3.92The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from NT$23.4b to NT$24.3b. EPS estimate increased from NT$3.32 to NT$3.92 per share. Net income forecast to grow 10% next year vs 35% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$47.75 unchanged from last update. Share price rose 5.2% to NT$41.50 over the past week.
Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$1.03 (vs NT$0.14 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$5.89b (up 30% from 1Q 2020). Net income: NT$458.1m (up NT$397.1m from 1Q 2020). Profit margin: 7.8% (up from 1.3% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
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