View Future GrowthMospec Semiconductor 過去の業績過去 基準チェック /06Mospec Semiconductorの収益は年間平均-4.8%の割合で減少していますが、 Semiconductor業界の収益は年間 減少しています。収益は年間4.6% 26.4%割合で 減少しています。主要情報-4.77%収益成長率-8.75%EPS成長率Semiconductor 業界の成長19.89%収益成長率-26.40%株主資本利益率-3.81%ネット・マージン-38.64%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$0.02 (vs NT$0.14 in FY 2024)Full year 2025 results: EPS: NT$0.02 (down from NT$0.14 in FY 2024). Revenue: NT$45.6m (down 10% from FY 2024). Net income: NT$768.0k (down 85% from FY 2024). Profit margin: 1.7% (down from 10% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$0.47 (vs NT$0.12 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.47 (up from NT$0.12 in 3Q 2024). Net income: NT$17.3m (up 295% from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 13Second quarter 2025 earnings released: NT$0.52 loss per share (vs NT$0.67 loss in 2Q 2024)Second quarter 2025 results: NT$0.52 loss per share (improved from NT$0.67 loss in 2Q 2024). Net loss: NT$19.2m (loss narrowed 22% from 2Q 2024). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • May 09First quarter 2025 earnings released: EPS: NT$0.38 (vs NT$1.33 in 1Q 2024)First quarter 2025 results: EPS: NT$0.38 (down from NT$1.33 in 1Q 2024). Revenue: NT$10.2m (up 4.7% from 1Q 2024). Net income: NT$13.9m (down 72% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Apr 29Mospec Semiconductor Corp. to Report Q1, 2025 Results on May 06, 2025Mospec Semiconductor Corp. announced that they will report Q1, 2025 results on May 06, 2025Reported Earnings • Mar 15Full year 2024 earnings released: EPS: NT$0.14 (vs NT$0.98 loss in FY 2023)Full year 2024 results: EPS: NT$0.14 (up from NT$0.98 loss in FY 2023). Revenue: NT$50.7m (down 20% from FY 2023). Net income: NT$5.25m (up NT$41.6m from FY 2023). Profit margin: 10% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesNew Risk • May 19New major risk - Revenue and earnings growthEarnings have declined by 4.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.8% per year over the past 5 years. Minor Risks Revenue is less than US$5m (NT$46m revenue, or US$1.5m). Market cap is less than US$100m (NT$1.11b market cap, or US$35.2m).Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$0.02 (vs NT$0.14 in FY 2024)Full year 2025 results: EPS: NT$0.02 (down from NT$0.14 in FY 2024). Revenue: NT$45.6m (down 10% from FY 2024). Net income: NT$768.0k (down 85% from FY 2024). Profit margin: 1.7% (down from 10% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.New Risk • Mar 12New major risk - Revenue and earnings growthEarnings have declined by 8.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.3% per year over the past 5 years. Minor Risks Revenue is less than US$5m (NT$47m revenue, or US$1.5m). Market cap is less than US$100m (NT$1.10b market cap, or US$34.6m).お知らせ • Mar 09Mospec Semiconductor Corp., Annual General Meeting, May 27, 2026Mospec Semiconductor Corp., Annual General Meeting, May 27, 2026, at 09:00 Taipei Standard Time. Location: 1 floor no,76, chung shan rd., sinshih district, tainan city TaiwanReported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$0.47 (vs NT$0.12 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.47 (up from NT$0.12 in 3Q 2024). Net income: NT$17.3m (up 295% from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.New Risk • Aug 15New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: NT$1.06m (US$35.4k) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (NT$1.06m market cap, or US$35.4k). Minor Risk Revenue is less than US$5m (NT$49m revenue, or US$1.6m).Reported Earnings • Aug 13Second quarter 2025 earnings released: NT$0.52 loss per share (vs NT$0.67 loss in 2Q 2024)Second quarter 2025 results: NT$0.52 loss per share (improved from NT$0.67 loss in 2Q 2024). Net loss: NT$19.2m (loss narrowed 22% from 2Q 2024). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • May 09First quarter 2025 earnings released: EPS: NT$0.38 (vs NT$1.33 in 1Q 2024)First quarter 2025 results: EPS: NT$0.38 (down from NT$1.33 in 1Q 2024). Revenue: NT$10.2m (up 4.7% from 1Q 2024). Net income: NT$13.9m (down 72% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Apr 29Mospec Semiconductor Corp. to Report Q1, 2025 Results on May 06, 2025Mospec Semiconductor Corp. announced that they will report Q1, 2025 results on May 06, 2025New Risk • Mar 25New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 111% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Revenue is less than US$5m (NT$51m revenue, or US$1.5m). Market cap is less than US$100m (NT$1.10b market cap, or US$33.2m).Reported Earnings • Mar 15Full year 2024 earnings released: EPS: NT$0.14 (vs NT$0.98 loss in FY 2023)Full year 2024 results: EPS: NT$0.14 (up from NT$0.98 loss in FY 2023). Revenue: NT$50.7m (down 20% from FY 2023). Net income: NT$5.25m (up NT$41.6m from FY 2023). Profit margin: 10% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Mar 05Mospec Semiconductor Corp., Annual General Meeting, May 27, 2025Mospec Semiconductor Corp., Annual General Meeting, May 27, 2025, at 09:00 Taipei Standard Time. Location: 1 floor no,76, chung shan rd., sinshih district, tainan city Taiwanお知らせ • Feb 25Mospec Semiconductor Corp. to Report Fiscal Year 2024 Results on Mar 04, 2025Mospec Semiconductor Corp. announced that they will report fiscal year 2024 results on Mar 04, 2025Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: NT$0.11 (vs NT$0.30 loss in 3Q 2023)Third quarter 2024 results: EPS: NT$0.11 (up from NT$0.30 loss in 3Q 2023). Revenue: NT$13.2m (down 35% from 3Q 2023). Net income: NT$4.39m (up NT$15.3m from 3Q 2023). Profit margin: 33% (up from net loss in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Oct 23Mospec Semiconductor Corp. to Report Q3, 2024 Results on Oct 31, 2024Mospec Semiconductor Corp. announced that they will report Q3, 2024 results on Oct 31, 2024Reported Earnings • Aug 10Second quarter 2024 earnings released: NT$0.67 loss per share (vs NT$0.23 loss in 2Q 2023)Second quarter 2024 results: NT$0.67 loss per share (further deteriorated from NT$0.23 loss in 2Q 2023). Revenue: NT$14.8m (up 8.8% from 2Q 2023). Net loss: NT$24.7m (loss widened 190% from 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Jul 30Mospec Semiconductor Corp. to Report Q2, 2024 Results on Aug 06, 2024Mospec Semiconductor Corp. announced that they will report Q2, 2024 results at 9:00 AM, Taipei Standard Time on Aug 06, 2024Reported Earnings • May 08First quarter 2024 earnings released: EPS: NT$1.33 (vs NT$0.36 loss in 1Q 2023)First quarter 2024 results: EPS: NT$1.33 (up from NT$0.36 loss in 1Q 2023). Revenue: NT$9.79m (down 8.7% from 1Q 2023). Net income: NT$49.3m (up NT$62.7m from 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Apr 25Mospec Semiconductor Corp. to Report Q1, 2024 Results on May 02, 2024Mospec Semiconductor Corp. announced that they will report Q1, 2024 results on May 02, 2024Reported Earnings • Mar 12Full year 2023 earnings released: NT$0.98 loss per share (vs NT$0.94 loss in FY 2022)Full year 2023 results: NT$0.98 loss per share (further deteriorated from NT$0.94 loss in FY 2022). Revenue: NT$63.1m (down 31% from FY 2022). Net loss: NT$36.3m (loss widened 3.9% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.お知らせ • Mar 08Mospec Semiconductor Corp., Annual General Meeting, Jun 12, 2024Mospec Semiconductor Corp., Annual General Meeting, Jun 12, 2024, at 09:00 Taipei Standard Time. Location: No. 76, Zhongshan Road, Xinshi District, Tainan City The first floor of the company's welfare center Tainan City Taiwan Agenda: To discuss 2023 business report; to discuss Audit Committee's review of the 2023 annual final accounting books and statements; to discuss the Company's distribution of 2023 remuneration to directors; and to discuss other matters.Reported Earnings • Aug 11Second quarter 2023 earnings released: NT$0.23 loss per share (vs NT$0.48 loss in 2Q 2022)Second quarter 2023 results: NT$0.23 loss per share (improved from NT$0.48 loss in 2Q 2022). Revenue: NT$13.6m (down 49% from 2Q 2022). Net loss: NT$8.50m (loss narrowed 53% from 2Q 2022). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 14+ 1 more updateMospec Semiconductor Corp. Appoints Chen, Jia-Zhong to Audit CommitteeMospec Semiconductor Corp. appointed Chen, Jia-Zhong to Audit Committee of the Company, Effective June 13, 2023. Resume of the new position holder: Mega Financial Holdings Co. Ltd.Reported Earnings • Mar 15Full year 2022 earnings released: NT$0.94 loss per share (vs NT$0.54 loss in FY 2021)Full year 2022 results: NT$0.94 loss per share (further deteriorated from NT$0.54 loss in FY 2021). Revenue: NT$91.9m (down 32% from FY 2021). Net loss: NT$35.0m (loss widened 86% from FY 2021). Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: NT$0.62 (vs NT$0.32 loss in 3Q 2021)Third quarter 2022 results: EPS: NT$0.62 (up from NT$0.32 loss in 3Q 2021). Revenue: NT$23.2m (down 39% from 3Q 2021). Net income: NT$22.9m (up NT$34.5m from 3Q 2021). Profit margin: 99% (up from net loss in 3Q 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Aug 15Second quarter 2022 earnings released: NT$0.49 loss per share (vs NT$0.11 loss in 2Q 2021)Second quarter 2022 results: NT$0.49 loss per share (down from NT$0.11 loss in 2Q 2021). Revenue: NT$26.8m (down 34% from 2Q 2021). Net loss: NT$17.9m (loss widened 324% from 2Q 2021). Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 16First quarter 2022 earnings released: NT$0.30 loss per share (vs NT$0.038 profit in 1Q 2021)First quarter 2022 results: NT$0.30 loss per share (down from NT$0.038 profit in 1Q 2021). Revenue: NT$21.6m (down 36% from 1Q 2021). Net loss: NT$11.1m (down NT$12.2m from profit in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 14Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: NT$0.54 loss per share (down from NT$0.33 loss in FY 2020). Revenue: NT$135.4m (up 1.2% from FY 2020). Net loss: NT$18.8m (loss widened 201% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Nov 11Third quarter 2021 earnings released: NT$0.31 loss per share (vs NT$0.76 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: NT$37.9m (up 10% from 3Q 2020). Net loss: NT$11.6m (loss narrowed 9.6% from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 12Second quarter 2021 earnings released: NT$0.11 loss per share (vs NT$0.79 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: NT$40.6m (up 23% from 2Q 2020). Net loss: NT$4.23m (loss narrowed 69% from 2Q 2020). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$47.30, the stock trades at a trailing P/E ratio of 68.5x. Average trailing P/E is 24x in the Semiconductor industry in Taiwan. Total loss to shareholders of 22% over the past three years.Reported Earnings • May 05First quarter 2021 earnings released: EPS NT$0.04 (vs NT$1.20 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$33.6m (up 6.2% from 1Q 2020). Net income: NT$1.08m (up NT$21.4m from 1Q 2020). Profit margin: 3.2% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 17Full year 2020 earnings released: NT$0.33 loss per share (vs NT$14.09 loss in FY 2019)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: NT$133.7m (down 19% from FY 2019). Net loss: NT$6.27m (loss narrowed 97% from FY 2019). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.お知らせ • Mar 16Mospec Semiconductor Corp., Annual General Meeting, Jun 10, 2021Mospec Semiconductor Corp., Annual General Meeting, Jun 10, 2021.Is New 90 Day High Low • Feb 24New 90-day low: NT$26.30The company is down 2.0% from its price of NT$26.80 on 26 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 33% over the same period.Is New 90 Day High Low • Jan 20New 90-day high: NT$27.40The company is up 5.0% from its price of NT$26.10 on 22 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 37% over the same period.分析記事 • Dec 29Does Mospec Semiconductor (TPE:2434) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Nov 14Third quarter 2020 earnings released: NT$0.76 loss per shareThe company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: NT$34.4m (down 12% from 3Q 2019). Net loss: NT$12.9m (loss narrowed 81% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Sep 30Mospec Semiconductor Corp. announced that it has received TWD 4.02 million in fundingMospec Semiconductor Corp. (TSEC:2434) announced a private placement of 200,000 common shares at a price of TWD 20.10 per share for gross proceeds of TWD 4,020,000 on September 29, 2020. The transaction included participation from Horizon VentureCapital Co., Ltd.Is New 90 Day High Low • Sep 18New 90-day low: NT$24.50The company is down 2.0% from its price of NT$24.96 on 19 June 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 31% over the same period.収支内訳Mospec Semiconductor の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TWSE:2434 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 2646-1851531 Dec 2546148630 Sep 2547-1245730 Jun 2549-2544831 Mar 2551-3045831 Dec 2451546730 Sep 24562646730 Jun 24631047731 Mar 24622646731 Dec 2363-3647830 Sep 2365-6248830 Jun 2368-2851731 Mar 2381-3754631 Dec 2292-3555530 Sep 2295-1056430 Jun 22109-4553331 Mar 22123-3151331 Dec 21135-1948330 Sep 211472647430 Jun 211432455431 Mar 211361563531 Dec 20134-672730 Sep 20138-13571730 Jun 20143-18975731 Mar 20157-22770731 Dec 19165-23968630 Sep 19187-21672630 Jun 19218-19063631 Mar 19258-18665631 Dec 18305-18160630 Sep 18321-16733730 Jun 18316-13814731 Mar 18303-10613731 Dec 17262-12916630 Sep 17249-6540630 Jun 17242-9162731 Mar 17223-12486731 Dec 16228-12688730 Sep 16223-159104830 Jun 16221-298107831 Mar 16221-29788931 Dec 15217-28990930 Sep 15216-17933830 Jun 15219-64438質の高い収益: 2434は現在利益が出ていません。利益率の向上: 2434は現在利益が出ていません。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: 2434は利益が出ておらず、過去 5 年間で損失は年間4.8%の割合で増加しています。成長の加速: 2434の過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: 2434は利益が出ていないため、過去 1 年間の収益成長をSemiconductor業界 ( 3.4% ) と比較することは困難です。株主資本利益率高いROE: 2434は現在利益が出ていないため、自己資本利益率 ( -3.81% ) はマイナスです。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2026/05/27 12:13終値2026/05/27 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Mospec Semiconductor Corp. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$0.02 (vs NT$0.14 in FY 2024)Full year 2025 results: EPS: NT$0.02 (down from NT$0.14 in FY 2024). Revenue: NT$45.6m (down 10% from FY 2024). Net income: NT$768.0k (down 85% from FY 2024). Profit margin: 1.7% (down from 10% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$0.47 (vs NT$0.12 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.47 (up from NT$0.12 in 3Q 2024). Net income: NT$17.3m (up 295% from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 13Second quarter 2025 earnings released: NT$0.52 loss per share (vs NT$0.67 loss in 2Q 2024)Second quarter 2025 results: NT$0.52 loss per share (improved from NT$0.67 loss in 2Q 2024). Net loss: NT$19.2m (loss narrowed 22% from 2Q 2024). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • May 09First quarter 2025 earnings released: EPS: NT$0.38 (vs NT$1.33 in 1Q 2024)First quarter 2025 results: EPS: NT$0.38 (down from NT$1.33 in 1Q 2024). Revenue: NT$10.2m (up 4.7% from 1Q 2024). Net income: NT$13.9m (down 72% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Apr 29Mospec Semiconductor Corp. to Report Q1, 2025 Results on May 06, 2025Mospec Semiconductor Corp. announced that they will report Q1, 2025 results on May 06, 2025
Reported Earnings • Mar 15Full year 2024 earnings released: EPS: NT$0.14 (vs NT$0.98 loss in FY 2023)Full year 2024 results: EPS: NT$0.14 (up from NT$0.98 loss in FY 2023). Revenue: NT$50.7m (down 20% from FY 2023). Net income: NT$5.25m (up NT$41.6m from FY 2023). Profit margin: 10% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
New Risk • May 19New major risk - Revenue and earnings growthEarnings have declined by 4.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.8% per year over the past 5 years. Minor Risks Revenue is less than US$5m (NT$46m revenue, or US$1.5m). Market cap is less than US$100m (NT$1.11b market cap, or US$35.2m).
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$0.02 (vs NT$0.14 in FY 2024)Full year 2025 results: EPS: NT$0.02 (down from NT$0.14 in FY 2024). Revenue: NT$45.6m (down 10% from FY 2024). Net income: NT$768.0k (down 85% from FY 2024). Profit margin: 1.7% (down from 10% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
New Risk • Mar 12New major risk - Revenue and earnings growthEarnings have declined by 8.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.3% per year over the past 5 years. Minor Risks Revenue is less than US$5m (NT$47m revenue, or US$1.5m). Market cap is less than US$100m (NT$1.10b market cap, or US$34.6m).
お知らせ • Mar 09Mospec Semiconductor Corp., Annual General Meeting, May 27, 2026Mospec Semiconductor Corp., Annual General Meeting, May 27, 2026, at 09:00 Taipei Standard Time. Location: 1 floor no,76, chung shan rd., sinshih district, tainan city Taiwan
Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$0.47 (vs NT$0.12 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.47 (up from NT$0.12 in 3Q 2024). Net income: NT$17.3m (up 295% from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 15New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: NT$1.06m (US$35.4k) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (NT$1.06m market cap, or US$35.4k). Minor Risk Revenue is less than US$5m (NT$49m revenue, or US$1.6m).
Reported Earnings • Aug 13Second quarter 2025 earnings released: NT$0.52 loss per share (vs NT$0.67 loss in 2Q 2024)Second quarter 2025 results: NT$0.52 loss per share (improved from NT$0.67 loss in 2Q 2024). Net loss: NT$19.2m (loss narrowed 22% from 2Q 2024). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • May 09First quarter 2025 earnings released: EPS: NT$0.38 (vs NT$1.33 in 1Q 2024)First quarter 2025 results: EPS: NT$0.38 (down from NT$1.33 in 1Q 2024). Revenue: NT$10.2m (up 4.7% from 1Q 2024). Net income: NT$13.9m (down 72% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Apr 29Mospec Semiconductor Corp. to Report Q1, 2025 Results on May 06, 2025Mospec Semiconductor Corp. announced that they will report Q1, 2025 results on May 06, 2025
New Risk • Mar 25New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 111% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Revenue is less than US$5m (NT$51m revenue, or US$1.5m). Market cap is less than US$100m (NT$1.10b market cap, or US$33.2m).
Reported Earnings • Mar 15Full year 2024 earnings released: EPS: NT$0.14 (vs NT$0.98 loss in FY 2023)Full year 2024 results: EPS: NT$0.14 (up from NT$0.98 loss in FY 2023). Revenue: NT$50.7m (down 20% from FY 2023). Net income: NT$5.25m (up NT$41.6m from FY 2023). Profit margin: 10% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Mar 05Mospec Semiconductor Corp., Annual General Meeting, May 27, 2025Mospec Semiconductor Corp., Annual General Meeting, May 27, 2025, at 09:00 Taipei Standard Time. Location: 1 floor no,76, chung shan rd., sinshih district, tainan city Taiwan
お知らせ • Feb 25Mospec Semiconductor Corp. to Report Fiscal Year 2024 Results on Mar 04, 2025Mospec Semiconductor Corp. announced that they will report fiscal year 2024 results on Mar 04, 2025
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: NT$0.11 (vs NT$0.30 loss in 3Q 2023)Third quarter 2024 results: EPS: NT$0.11 (up from NT$0.30 loss in 3Q 2023). Revenue: NT$13.2m (down 35% from 3Q 2023). Net income: NT$4.39m (up NT$15.3m from 3Q 2023). Profit margin: 33% (up from net loss in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Oct 23Mospec Semiconductor Corp. to Report Q3, 2024 Results on Oct 31, 2024Mospec Semiconductor Corp. announced that they will report Q3, 2024 results on Oct 31, 2024
Reported Earnings • Aug 10Second quarter 2024 earnings released: NT$0.67 loss per share (vs NT$0.23 loss in 2Q 2023)Second quarter 2024 results: NT$0.67 loss per share (further deteriorated from NT$0.23 loss in 2Q 2023). Revenue: NT$14.8m (up 8.8% from 2Q 2023). Net loss: NT$24.7m (loss widened 190% from 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 30Mospec Semiconductor Corp. to Report Q2, 2024 Results on Aug 06, 2024Mospec Semiconductor Corp. announced that they will report Q2, 2024 results at 9:00 AM, Taipei Standard Time on Aug 06, 2024
Reported Earnings • May 08First quarter 2024 earnings released: EPS: NT$1.33 (vs NT$0.36 loss in 1Q 2023)First quarter 2024 results: EPS: NT$1.33 (up from NT$0.36 loss in 1Q 2023). Revenue: NT$9.79m (down 8.7% from 1Q 2023). Net income: NT$49.3m (up NT$62.7m from 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 25Mospec Semiconductor Corp. to Report Q1, 2024 Results on May 02, 2024Mospec Semiconductor Corp. announced that they will report Q1, 2024 results on May 02, 2024
Reported Earnings • Mar 12Full year 2023 earnings released: NT$0.98 loss per share (vs NT$0.94 loss in FY 2022)Full year 2023 results: NT$0.98 loss per share (further deteriorated from NT$0.94 loss in FY 2022). Revenue: NT$63.1m (down 31% from FY 2022). Net loss: NT$36.3m (loss widened 3.9% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 08Mospec Semiconductor Corp., Annual General Meeting, Jun 12, 2024Mospec Semiconductor Corp., Annual General Meeting, Jun 12, 2024, at 09:00 Taipei Standard Time. Location: No. 76, Zhongshan Road, Xinshi District, Tainan City The first floor of the company's welfare center Tainan City Taiwan Agenda: To discuss 2023 business report; to discuss Audit Committee's review of the 2023 annual final accounting books and statements; to discuss the Company's distribution of 2023 remuneration to directors; and to discuss other matters.
Reported Earnings • Aug 11Second quarter 2023 earnings released: NT$0.23 loss per share (vs NT$0.48 loss in 2Q 2022)Second quarter 2023 results: NT$0.23 loss per share (improved from NT$0.48 loss in 2Q 2022). Revenue: NT$13.6m (down 49% from 2Q 2022). Net loss: NT$8.50m (loss narrowed 53% from 2Q 2022). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 14+ 1 more updateMospec Semiconductor Corp. Appoints Chen, Jia-Zhong to Audit CommitteeMospec Semiconductor Corp. appointed Chen, Jia-Zhong to Audit Committee of the Company, Effective June 13, 2023. Resume of the new position holder: Mega Financial Holdings Co. Ltd.
Reported Earnings • Mar 15Full year 2022 earnings released: NT$0.94 loss per share (vs NT$0.54 loss in FY 2021)Full year 2022 results: NT$0.94 loss per share (further deteriorated from NT$0.54 loss in FY 2021). Revenue: NT$91.9m (down 32% from FY 2021). Net loss: NT$35.0m (loss widened 86% from FY 2021). Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: NT$0.62 (vs NT$0.32 loss in 3Q 2021)Third quarter 2022 results: EPS: NT$0.62 (up from NT$0.32 loss in 3Q 2021). Revenue: NT$23.2m (down 39% from 3Q 2021). Net income: NT$22.9m (up NT$34.5m from 3Q 2021). Profit margin: 99% (up from net loss in 3Q 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Aug 15Second quarter 2022 earnings released: NT$0.49 loss per share (vs NT$0.11 loss in 2Q 2021)Second quarter 2022 results: NT$0.49 loss per share (down from NT$0.11 loss in 2Q 2021). Revenue: NT$26.8m (down 34% from 2Q 2021). Net loss: NT$17.9m (loss widened 324% from 2Q 2021). Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 16First quarter 2022 earnings released: NT$0.30 loss per share (vs NT$0.038 profit in 1Q 2021)First quarter 2022 results: NT$0.30 loss per share (down from NT$0.038 profit in 1Q 2021). Revenue: NT$21.6m (down 36% from 1Q 2021). Net loss: NT$11.1m (down NT$12.2m from profit in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 14Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: NT$0.54 loss per share (down from NT$0.33 loss in FY 2020). Revenue: NT$135.4m (up 1.2% from FY 2020). Net loss: NT$18.8m (loss widened 201% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Nov 11Third quarter 2021 earnings released: NT$0.31 loss per share (vs NT$0.76 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: NT$37.9m (up 10% from 3Q 2020). Net loss: NT$11.6m (loss narrowed 9.6% from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 12Second quarter 2021 earnings released: NT$0.11 loss per share (vs NT$0.79 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: NT$40.6m (up 23% from 2Q 2020). Net loss: NT$4.23m (loss narrowed 69% from 2Q 2020). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$47.30, the stock trades at a trailing P/E ratio of 68.5x. Average trailing P/E is 24x in the Semiconductor industry in Taiwan. Total loss to shareholders of 22% over the past three years.
Reported Earnings • May 05First quarter 2021 earnings released: EPS NT$0.04 (vs NT$1.20 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$33.6m (up 6.2% from 1Q 2020). Net income: NT$1.08m (up NT$21.4m from 1Q 2020). Profit margin: 3.2% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 17Full year 2020 earnings released: NT$0.33 loss per share (vs NT$14.09 loss in FY 2019)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: NT$133.7m (down 19% from FY 2019). Net loss: NT$6.27m (loss narrowed 97% from FY 2019). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.
お知らせ • Mar 16Mospec Semiconductor Corp., Annual General Meeting, Jun 10, 2021Mospec Semiconductor Corp., Annual General Meeting, Jun 10, 2021.
Is New 90 Day High Low • Feb 24New 90-day low: NT$26.30The company is down 2.0% from its price of NT$26.80 on 26 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 33% over the same period.
Is New 90 Day High Low • Jan 20New 90-day high: NT$27.40The company is up 5.0% from its price of NT$26.10 on 22 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 37% over the same period.
分析記事 • Dec 29Does Mospec Semiconductor (TPE:2434) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Nov 14Third quarter 2020 earnings released: NT$0.76 loss per shareThe company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: NT$34.4m (down 12% from 3Q 2019). Net loss: NT$12.9m (loss narrowed 81% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 30Mospec Semiconductor Corp. announced that it has received TWD 4.02 million in fundingMospec Semiconductor Corp. (TSEC:2434) announced a private placement of 200,000 common shares at a price of TWD 20.10 per share for gross proceeds of TWD 4,020,000 on September 29, 2020. The transaction included participation from Horizon VentureCapital Co., Ltd.
Is New 90 Day High Low • Sep 18New 90-day low: NT$24.50The company is down 2.0% from its price of NT$24.96 on 19 June 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 31% over the same period.