Novatek Microelectronics Corp.

TWSE:3034 株式レポート

時価総額：NT$290.3b

Novatek Microelectronics マネジメント

マネジメント 基準チェック /34

Novatek Microelectronicsの CEO はSteve Wangで、 Oct2001年に任命され、 の在任期間は 24.58年です。 は、会社の株式の0.38%を直接所有しており、その価値はNT$ 1.11B 。経営陣と取締役会の平均在任期間はそれぞれ6.8年と3.4年です。

主要情報

Steve Wang

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間24.6yrs
CEOの所有権0.4%
経営陣の平均在職期間6.8yrs
取締役会の平均在任期間3.4yrs

経営陣の近況

Recent updates

ナラティブの更新 • May 14

3034: Higher Revenue Outlook And Margins Will Support Future Upside Potential

Analysts have revised their price target for Novatek Microelectronics to NT$604.53 from NT$516.15, reflecting updated assumptions on revenue growth, profit margins, discount rate, and future P/E levels. What's in the News Board meeting scheduled for May 05, 2026, to review and approve Q1 2026 consolidated financial statements and address other specified matters (Key Developments).
ナラティブの更新 • Apr 27

3034: 2026 Guidance And Higher P/E Multiple Will Support Upside Potential

Analysts have adjusted their price target for Novatek Microelectronics from NT$495.15 to NT$516.15. This reflects updated views on a slightly higher discount rate, more moderate revenue growth assumptions, slightly lower profit margin expectations, and a higher future P/E multiple.
ナラティブの更新 • Apr 13

3034: 2026 Revenue Guidance And Margins Will Support Upside Potential

Analysts have nudged their price target for Novatek Microelectronics slightly higher to NT$495.15, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News Board meeting scheduled for Mar 10, 2026, to review and consider the 2025 annual parent company only and consolidated financial statements (Key Developments).
ナラティブの更新 • Mar 30

3034: Unchanged Fair Value And 2026 Margin Band Will Limit Upside

Analysts have kept their NT$300.00 fair value estimate for Novatek Microelectronics broadly unchanged, citing slightly adjusted assumptions on discount rate, revenue growth, profit margin, and future P/E as the key drivers behind the refreshed price target rationale. What's in the News Upcoming board meeting on March 10, 2026 to review the 2025 annual parent company only and consolidated financial statements, which could provide a clearer picture of recent financial performance and capital allocation decisions (Key Developments).
ナラティブの更新 • Mar 16

3034: 2026 Revenue And Margin Outlook Will Support Long-Term Upside Potential

Analysts have trimmed their fair value estimate for Novatek Microelectronics from NT$517.65 to NT$494.73, reflecting slightly higher discount rate assumptions and modestly softer expectations for revenue growth, profit margins, and future P/E multiples. What's in the News Board meeting scheduled for March 10, 2026, with an agenda to consider the 2025 parent company only and consolidated financial statements (Key Developments).
ナラティブの更新 • Mar 02

3034: 2026 Revenue And Margin Guidance Will Likely Restrain Share Price Upside

Analysts have maintained their NT$300.0 price target for Novatek Microelectronics, citing only modest adjustments to long-term assumptions around discount rate, revenue contraction, profit margin, and future P/E that do not materially change their overall valuation view. What's in the News Novatek Microelectronics issued earnings guidance for 2026, indicating expected revenue in a range of TWD 22.2b to TWD 23.2b.
ナラティブの更新 • Feb 16

3034: Softer Revenue Outlook And Margin Guidance Will Likely Pressure Future Returns

Analysts kept their NT$ price target for Novatek Microelectronics steady, noting a slightly lower discount rate and modestly softer assumptions for revenue growth and profit margin, balanced by a higher future P/E multiple in their updated view. What's in the News Novatek Microelectronics issued earnings guidance for 2026, outlining expected revenue in a range of TWD 22.2b to TWD 23.2b.
ナラティブの更新 • Feb 02

3034: Revenue Will Soften While Fair Value And Margins Will Stay Steady

Analysts have trimmed their fair value estimate for Novatek Microelectronics from $422.38 to $406.13, reflecting slightly more cautious assumptions on revenue growth, profit margins and future P/E multiples. What's in the News Novatek Microelectronics issued earnings guidance for the fourth quarter of 2025, indicating that it expects a revenue decline for the period (Key Developments).
ナラティブの更新 • Jan 19

3034: Softer Q4 2025 Revenue Outlook Will Support Long-Term Upside Potential

Analysts have revised their fair value estimate for Novatek Microelectronics from NT$574.48 to NT$517.65, reflecting slightly lower assumptions for revenue growth and profit margins, as well as a higher discount rate, partly offset by a modestly higher future P/E multiple. What's in the News Novatek Microelectronics issued earnings guidance for the fourth quarter of 2025, giving investors an updated revenue range for the upcoming period (Key Developments).
ナラティブの更新 • Jan 05

3034: Softer Q4 Outlook Will Likely Weigh On Future Share Returns

Analysts have modestly lifted their price target on Novatek Microelectronics, now implying fair value of around $300.00 per share. This reflects slightly higher assumed future valuation multiples, despite trimming long term revenue growth and profit margin expectations and applying a marginally higher discount rate.
ナラティブの更新 • Dec 19

3034: Higher Required Returns And Lower Profitability Will Pressure Future Share Performance

Analysts have lowered their price target on Novatek Microelectronics from NT$400 to NT$300, citing higher required returns and more conservative profitability and valuation assumptions, despite improved revenue growth expectations. What's in the News Issued earnings guidance for the fourth quarter of 2025, projecting a decline in revenue compared with prior periods (company guidance) Forecast fourth quarter 2025 revenue in the range of TWD 22 billion to TWD 23 billion, based on an exchange rate of USD 1 to TWD 30.5 (company guidance) Valuation Changes The fair value estimate has fallen significantly, reduced from NT$400 to NT$300 per share.
ナラティブの更新 • Dec 05

3034: Revenue Will Ease While Margins And Outlook Will Remain Stable

Analysts have slightly raised their price target for Novatek Microelectronics by NT$0.00, reflecting marginally lower discount rate assumptions and a modest uptick in long term revenue growth expectations. What's in the News Issued fourth-quarter 2025 earnings guidance, forecasting revenue to decline to between TWD 22 billion and TWD 23 billion, based on an exchange rate of USD 1 to TWD 30.5 (company guidance) Valuation Changes Fair Value: Unchanged at NT$422.38 per share, indicating no revision to the intrinsic value estimate.
ナラティブの更新 • Nov 21

3034: Revenue Will Soften While Margins Are Set To Improve Modestly

Analysts have revised their price target for Novatek Microelectronics down from $452.44 to $422.38. This reflects slightly lower projected revenue growth, along with modestly improved profit margin expectations.
ナラティブの更新 • Nov 06

3034: AI Integration Will Drive Future Demand And Support Profit Margins

Narrative Update: Novatek Microelectronics Analyst Price Target Adjustment Analysts have lowered Novatek Microelectronics’ fair value estimate from $469.13 to $452.44. They cite shifts in revenue growth projections, profit margins, and discount rates as the primary factors influencing the updated target.
ナラティブの更新 • Aug 07

AI Integration In TVs And Gaming Systems Will Drive Future Demand And Margins

The consensus price target for Novatek Microelectronics was revised downward, primarily reflecting a material reduction in revenue growth forecasts, with fair value declining from NT$506.75 to NT$491.44. What's in the News Board meeting scheduled to approve Q2 2025 financial results.
User avatar
新しいナラティブ • Nov 25

OLED Innovations And AI Empowerment Promise A Bright Future In Consumer Electronics

Novatek's focus on innovation through OLED TDDI mass production and AI-related products aims to enhance revenue, market share, and gross margins.

CEO

Steve Wang

24.6yrs
在職期間
NT$1,500,000
報酬

Mr. Shouren Wang, also known as Steve, is Vice Chairman, CEO & President of Novatek Microelectronics Corp. Mr. Wang was Vice Chairman & President of Novatek Microelectronics Corp. from July 28, 2014. r. Ho...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Shouren Wang
Vice Chairman24.6yrsNT$1.50m0.38%
NT$ 1.1b
Sheng-Cheng Chou
Chief Accounting Officer6.8yrsデータなしデータなし
David Chen
Chief Information Security Officer & Head of Investor Relations3.8yrsデータなし0.20%
NT$ 591.0m
Jimmy Su
Vice Presidentno dataデータなし0.0056%
NT$ 16.2m
Jane Chen
Vice Presidentno dataデータなしデータなし
6.8yrs
平均在職期間

経験豊富な経営陣: 3034の経営陣は経験豊富で経験豊富です（平均在職期間は6.8年）。

取締役

名称ポジション在職期間報酬所有権
Shouren Wang
Vice Chairman22.9yrsNT$1.50m0.38%
NT$ 1.1b
Tai-Shung Ho
Chairman29yrsNT$1.50m1.4%
NT$ 4.1b
Yongsheng Liu
Independent Director4.8yrsNT$3.02mデータなし
TingTing Hwang
Independent Director4.8yrsNT$2.40mデータなし
Wan Ling Cheng
Director2yrsデータなしデータなし
Huey-Jen Su
Independent Director2yrsデータなしデータなし
Xiangru Liao
Independent Director2yrsデータなしデータなし
Jinlai Wang
Independent Director2yrsデータなしデータなし
3.4yrs
平均在職期間

経験豊富なボード: 3034の 取締役会 は 経験豊富 であると考えられます ( 3.4年の平均在任期間)。

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2026/05/31 23:15
終値2026/05/29 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Novatek Microelectronics Corp. 17 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。30

アナリスト機関
Wanping YehBarclays
Andrew LuBarclays
Mark LiBernstein