View ValuationDavicom Semiconductor 将来の成長Future 基準チェック /06現在、 Davicom Semiconductorの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Semiconductor 収益成長25.9%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 11First quarter 2026 earnings released: EPS: NT$0.069 (vs NT$0.056 in 1Q 2025)First quarter 2026 results: EPS: NT$0.069 (up from NT$0.056 in 1Q 2025). Revenue: NT$47.2m (down 8.5% from 1Q 2025). Net income: NT$5.76m (up 25% from 1Q 2025). Profit margin: 12% (up from 9.0% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Mar 09Davicom Semiconductor, Inc., Annual General Meeting, May 28, 2026Davicom Semiconductor, Inc., Annual General Meeting, May 28, 2026, at 09:00 Taipei Standard Time. Location: 3 floor no,6, li hsing 6th rd., east district hsinchu science park, hsinchu city TaiwanReported Earnings • Mar 09Full year 2025 earnings released: EPS: NT$0.25 (vs NT$0.17 in FY 2024)Full year 2025 results: EPS: NT$0.25 (up from NT$0.17 in FY 2024). Revenue: NT$187.8m (up 13% from FY 2024). Net income: NT$20.4m (up 42% from FY 2024). Profit margin: 11% (up from 8.7% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: NT$0.15 (vs NT$0.006 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.15 (up from NT$0.006 in 3Q 2024). Revenue: NT$46.9m (up 7.3% from 3Q 2024). Net income: NT$12.4m (up NT$11.9m from 3Q 2024). Profit margin: 27% (up from 1.2% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.New Risk • Aug 22New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 29% 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: Major Risk Earnings have declined by 15% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.6% net profit margin). Market cap is less than US$100m (NT$2.09b market cap, or US$68.6m).Reported Earnings • Aug 09Second quarter 2025 earnings released: NT$0.04 loss per share (vs NT$0.041 profit in 2Q 2024)Second quarter 2025 results: NT$0.04 loss per share (down from NT$0.041 profit in 2Q 2024). Revenue: NT$47.0m (up 12% from 2Q 2024). Net loss: NT$3.49m (down 203% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 60% 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.Board Change • Jul 04Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yung-Chia Chang was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Jun 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.2% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.7% average weekly change). Profit margins are more than 30% lower than last year (9.5% net profit margin). Market cap is less than US$100m (NT$2.13b market cap, or US$72.1m).Declared Dividend • Jun 06Dividend reduced to NT$0.17Dividend of NT$0.17 is 72% lower than last year. Ex-date: 19th June 2025 Payment date: 14th July 2025 Dividend yield will be 0.7%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 82%. Cash payout ratio: 96%.Reported Earnings • May 13First quarter 2025 earnings released: EPS: NT$0.06 (vs NT$0.022 in 1Q 2024)First quarter 2025 results: EPS: NT$0.06 (up from NT$0.022 in 1Q 2024). Revenue: NT$51.6m (up 40% from 1Q 2024). Net income: NT$4.62m (up 158% from 1Q 2024). Profit margin: 9.0% (up from 4.9% in 1Q 2024). The increase in margin was driven by higher revenue. 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 7% per year, which means it has not declined as severely as earnings.お知らせ • May 01Davicom Semiconductor, Inc. to Report Q1, 2025 Results on May 09, 2025Davicom Semiconductor, Inc. announced that they will report Q1, 2025 results on May 09, 2025お知らせ • Apr 15Davicom Semiconductor, Inc. Proposes Cash Dividend for the Year 2024On April 14, 2025, the board of directors of Davicom Semiconductor, Inc. proposed cash dividend of TWD 0.17 per share for the year 2024. Period which dividends belong to: January 1, 2024 to December 31, 2024. Total amount of cash distributed to shareholders: TWD 14,129,905.New Risk • Mar 30New minor risk - Revenue sizeThe company makes less than US$5m in revenue. Total revenue: NT$166m (US$5.0m) This is considered a minor risk. Companies with a small amount of revenue 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 443% Cash payout ratio: 280% Earnings have declined by 4.7% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (8.7% net profit margin). Revenue is less than US$5m (NT$166m revenue, or US$5.0m). Market cap is less than US$100m (NT$2.32b market cap, or US$69.7m).New Risk • Mar 11New major risk - Revenue and earnings growthEarnings have declined by 4.7% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 443% Cash payout ratio: 280% Earnings have declined by 4.7% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (8.7% net profit margin). Market cap is less than US$100m (NT$2.43b market cap, or US$73.8m).お知らせ • Mar 03Davicom Semiconductor, Inc., Annual General Meeting, May 28, 2025Davicom Semiconductor, Inc., Annual General Meeting, May 28, 2025, at 09:00 Taipei Standard Time. Location: 3 floor no,6, li hsing 6th rd., east district hsinchu science park, hsinchu city Taiwanお知らせ • Feb 18Davicom Semiconductor, Inc. to Report Fiscal Year 2024 Results on Feb 27, 2025Davicom Semiconductor, Inc. announced that they will report fiscal year 2024 results on Feb 27, 2025Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: NT$0.01 (vs NT$0.12 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.01 (down from NT$0.12 in 3Q 2023). Revenue: NT$43.7m (down 7.1% from 3Q 2023). Net income: NT$507.0k (down 95% from 3Q 2023). Profit margin: 1.2% (down from 22% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Nov 09Davicom Semiconductor, Inc. Appoints Yeou Liang Lin as President, Effective November 11, 2024Davicom Semiconductor, Inc. announced newly appointed president of company. Name of the new position holder:Yeou Liang Lin. Resume of the new position holder:Vice president, COO,senior consultant of DAVICOM SEMICONDUCTOR,INC. Effective date of the new appointment is November 11, 2024.お知らせ • Nov 02Davicom Semiconductor, Inc. Announces Retirement of Nien Tai Chen as President, Effective November 8, 2024Davicom Semiconductor, Inc. announced the change of president of the company. Name of the previous position holder: Nien Tai Chen. Resume of the previous position holder: President of DAVICOM SEMICONDUCTORINC. President Nien Tai Chen's effective retirement date is November 8, 2024. Reason for the change: President Nien Tai Chen applies for retirement due to personal career planning.お知らせ • Oct 30Davicom Semiconductor, Inc. to Report Q3, 2024 Results on Nov 08, 2024Davicom Semiconductor, Inc. announced that they will report Q3, 2024 results on Nov 08, 2024Reported Earnings • Aug 12Second quarter 2024 earnings released: EPS: NT$0.04 (vs NT$0.25 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.04 (down from NT$0.25 in 2Q 2023). Revenue: NT$41.9m (down 40% from 2Q 2023). Net income: NT$3.39m (down 83% from 2Q 2023). Profit margin: 8.1% (down from 29% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 16% 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 • Aug 01Davicom Semiconductor, Inc. to Report Q2, 2024 Results on Aug 09, 2024Davicom Semiconductor, Inc. announced that they will report Q2, 2024 results on Aug 09, 2024Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$36.40, the stock trades at a trailing P/E ratio of 79.1x. Average trailing P/E is 33x in the Semiconductor industry in Taiwan. Total returns to shareholders of 11% over the past three years.分析記事 • Jun 17Davicom Semiconductor (TWSE:3094) Is Reducing Its Dividend To NT$0.61Davicom Semiconductor, Inc. ( TWSE:3094 ) has announced it will be reducing its dividend payable on the 11th of July to...Upcoming Dividend • Jun 15Upcoming dividend of NT$0.61 per shareEligible shareholders must have bought the stock before 19 June 2024. Payment date: 11 July 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.1%).分析記事 • May 31Davicom Semiconductor (TWSE:3094) Is Paying Out Less In Dividends Than Last YearThe board of Davicom Semiconductor, Inc. ( TWSE:3094 ) has announced it will be reducing its dividend by 39% from last...Declared Dividend • May 31Dividend reduced to NT$0.61Dividend of NT$0.61 is 39% lower than last year. Ex-date: 19th June 2024 Payment date: 11th July 2024 Dividend yield will be 1.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (145% earnings payout ratio) nor is it covered by cash flows (281% cash payout ratio). The dividend has increased by an average of 2.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 62% to bring the payout ratio under control. However, EPS has declined by 2.1% over the last 5 years so the company would need to reverse this trend.お知らせ • May 30Davicom Semiconductor, Inc. Announces Cash Dividend, Payable on July 11, 2024Davicom Semiconductor, Inc. announced cash dividend of cash dividend of TWD 50,389,104, with 512,000 shares transferred from treasury stocks to employees. The eligible shares for dividend participation amount to 82,605,089 shares, with a distribution of TWD 0.61 per share. Ex-rights (ex-dividend) trading date is June 19, 2024. Ex-rights (ex-dividend) record date is June 25, 2024. Payment date of cash dividend distribution is July 11, 2024.Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.02 (vs NT$0.18 in 1Q 2023)First quarter 2024 results: EPS: NT$0.02 (down from NT$0.18 in 1Q 2023). Revenue: NT$36.9m (down 45% from 1Q 2023). Net income: NT$1.79m (down 88% from 1Q 2023). Profit margin: 4.9% (down from 22% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has increased by 1% per year.お知らせ • May 02Davicom Semiconductor, Inc. to Report Q1, 2024 Results on May 10, 2024Davicom Semiconductor, Inc. announced that they will report Q1, 2024 results on May 10, 2024分析記事 • Mar 12Davicom Semiconductor's (TWSE:3094) Weak Earnings May Only Reveal A Part Of The Whole PictureA lackluster earnings announcement from Davicom Semiconductor, Inc. ( TWSE:3094 ) last week didn't sink the stock...Reported Earnings • Mar 05Full year 2023 earnings released: EPS: NT$0.61 (vs NT$0.84 in FY 2022)Full year 2023 results: EPS: NT$0.61 (down from NT$0.84 in FY 2022). Revenue: NT$242.6m (down 21% from FY 2022). Net income: NT$50.7m (down 27% from FY 2022). Profit margin: 21% (down from 23% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 7% per year.お知らせ • Mar 01+ 1 more updateDavicom Semiconductor, Inc., Annual General Meeting, May 29, 2024Davicom Semiconductor, Inc., Annual General Meeting, May 29, 2024. Location: 3F., No.6, Li-Hsin Rd.6, Science Park, Hsinchu, Taiwan (Auditorium) Hsinchu Taiwan Agenda: To discuss report the business of 2023 and the operation plan for 2024; to discuss Audit Committee's review report of 2023; to report the 2023 directors' and employees' compensation distribution; to discuss report the directors' remuneration measures, and the 2023 directors remuneration distribution; to discuss report the Implementation Status of the 2020 Company's Share Buyback; and to discuss other matters.New Risk • Oct 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.5% average weekly change). Minor Risks Dividend is not well covered by earnings (126% payout ratio). Market cap is less than US$100m (NT$3.03b market cap, or US$93.4m).New Risk • Aug 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (126% payout ratio). Dividend is not well covered by earnings (126% payout ratio). Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (NT$3.00b market cap, or US$94.2m).Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$36.30, the stock trades at a trailing P/E ratio of 45.7x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 94% over the past three years.New Risk • Aug 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% 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 Dividend is not well covered by earnings (126% payout ratio). Dividend is not well covered by earnings (126% payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (NT$2.34b market cap, or US$73.6m).Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$0.25 (vs NT$0.22 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.25 (up from NT$0.22 in 2Q 2022). Revenue: NT$69.5m (down 15% from 2Q 2022). Net income: NT$20.3m (up 13% from 2Q 2022). Profit margin: 29% (up from 22% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 12Upcoming dividend of NT$1.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 19 June 2023. Payment date: 11 July 2023. The company is paying out more than 100% of its profits and is paying out 79% of its cash flow. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (3.2%).Reported Earnings • Mar 10Full year 2022 earnings released: EPS: NT$0.84 (vs NT$0.85 in FY 2021)Full year 2022 results: EPS: NT$0.84 (down from NT$0.85 in FY 2021). Revenue: NT$307.1m (up 8.3% from FY 2021). Net income: NT$69.0m (flat on FY 2021). Profit margin: 23% (down from 25% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 24% per year.Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$32.90, the stock trades at a trailing P/E ratio of 36.4x. Average trailing P/E is 13x in the Semiconductor industry in Taiwan. Total returns to shareholders of 92% over the past three years.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Niang-Shou Wei was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Nov 12Davicom Semiconductor, Inc. Announces Executive ChangesDavicom Semiconductor, Inc. announced appointment of President by the Board of Directors. Date of the board of directors resolution or date of occurrence of the change: November 11, 2022. Position (Please enter chairperson or president/general manager): President. Name of the previous position holder: Hao, Ting. Resume of the previous position holder: DAVICOM Semiconductor, Inc. Chairman. ame of the new position holder: Chen, Nien-Tai. Resume of the new position holder:DAVICOM Semiconductor, Inc. senior consultant. Effective date of the new appointment: November 11, 2022.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.22 (vs NT$0.17 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.22 (up from NT$0.17 in 2Q 2021). Revenue: NT$81.3m (up 11% from 2Q 2021). Net income: NT$18.1m (up 31% from 2Q 2021). Profit margin: 22% (up from 19% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 20Upcoming dividend of NT$0.99 per shareEligible shareholders must have bought the stock before 27 July 2022. Payment date: 17 August 2022. The company is paying out more than 100% of its profits and is paying out 88% of its cash flow. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (6.8%). In line with average of industry peers (3.7%).Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$22.85, the stock trades at a trailing P/E ratio of 25.6x. Average trailing P/E is 12x in the Semiconductor industry in Taiwan. Total returns to shareholders of 39% over the past three years.お知らせ • Jun 30Davicom Semiconductor, Inc. Announces Changes in Audit CommitteeDavicom Semiconductor, Inc. announced that name of the functional committees: Audit Committee. Name and resume of the previous position holder: Ueng, Chang-Yue: CFO of Sonavox Electronnic Co. Ltd. Hwang, Jen-Jyh: Adjunct Assosiate Professor of National Sun-Yatsen University Wei, Niang-Shou: Director of Production and Operation Center of ShangHai Fanfeng Vacuum Machinery Co. Ltd. Name and resume of the new position holder: Ueng, Chang-Yue: Financial Manager of Kwo Ger Metal Technology Inc. Hwang, Jen-Jyh:Adjunct Assosiate Professor of National Sun-Yatsen University, and Independent Director of JG Environmental Technology Co. Ltd. Wei, Niang-Shou: Independent Director of Davicom Semiconductor Inc. Reason for the change: Re-election due to the director's term expired. Effective date of the new member is June 29, 2022.Reported Earnings • May 12First quarter 2022 earnings released: EPS: NT$0.25 (vs NT$0.21 in 1Q 2021)First quarter 2022 results: EPS: NT$0.25 (up from NT$0.21 in 1Q 2021). Revenue: NT$75.8m (up 12% from 1Q 2021). Net income: NT$20.2m (up 20% from 1Q 2021). Profit margin: 27% (up from 25% in 1Q 2021). The increase in margin was driven by higher revenue. 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 16% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Niang-Shou Wei was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 13Davicom Semiconductor, Inc., Annual General Meeting, Jun 29, 2022Davicom Semiconductor, Inc., Annual General Meeting, Jun 29, 2022. Location: 3F., No.6, Li-Hsin Rd.6 Hsinchu Taiwan Agenda: To report the business of 2021 and the operation plan for 2022; to consider Audit Committee's review report of 2021; to report the director's remuneration policy, and the 2021 directors' and employees' compensation distribution; to report of Implementation Status of the 2020 Company's Share Buyback; to approve 2021 Business Report and Financial Statement; to approve the proposal for distribution of 2021 earnings; and to transact other matters.お知らせ • Apr 12Davicom Semiconductor, Inc. Proposes Cash Dividend Distribution for the Year Ended December 31, 2021The board of directors of Davicom Semiconductor, Inc. proposed cash dividend of TWD 1 per share for the year ended December 31, 2021. The appropriations of earnings in cash dividends to shareholders is TWD 0.487 per share and cash distributed from legal reserve and capital surplus to shareholders is TWD 0.513 per share. The total amount of cash distributed to shareholders is TWD 81,717,089.Reported Earnings • Mar 01Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: NT$0.85 (up from NT$0.41 in FY 2020). Revenue: NT$283.5m (up 21% from FY 2020). Net income: NT$69.7m (up 108% from FY 2020). Profit margin: 25% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. 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 23% per year.お知らせ • Feb 26Davicom Semiconductor, Inc. Appoints Ting Hao as Chief Executive OfficerDavicom Semiconductor, Inc. announced appointment of Ting Hao as Chief Executive Officer. Ting Hao is president of the company. Effective date is February 24, 2022.Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$41.15, the stock trades at a trailing P/E ratio of 56x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 149% over the past three years.Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS NT$0.26 (vs NT$0.069 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$77.0m (up 35% from 3Q 2020). Net income: NT$20.9m (up 271% from 3Q 2020). Profit margin: 27% (up from 9.9% 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 13% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 22Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 19 August 2021. Trailing yield: 1.9%. Lower than top quartile of Taiwanese dividend payers (4.9%). Lower than average of industry peers (2.2%).Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$32.30, the stock trades at a trailing P/E ratio of 53x. Average trailing P/E is 20x in the Semiconductor industry in Taiwan. Total returns to shareholders of 60% over the past three years.Valuation Update With 7 Day Price Move • May 04Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$35.45, the stock trades at a trailing P/E ratio of 64.4x. Average trailing P/E is 29x in the Semiconductor industry in Taiwan. Total returns to shareholders of 80% over the past three years.お知らせ • Apr 27Davicom Semiconductor, Inc. Proposes Cash Dividend for the Year Ended December 31, 2020The Board of Directors of Davicom Semiconductor, Inc. proposed cash dividend distribution to shareholders with TWD 0.8 per share for the year ended December 31, 2020. Appropriations of earnings in cash dividends to shareholders (TWD 0.36 per share). Total amount of cash distributed to shareholders (TWD): 65,373,671.Reported Earnings • Apr 27First quarter 2021 earnings released: EPS NT$0.21 (vs NT$0.006 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$67.5m (up 37% from 1Q 2020). Net income: NT$16.8m (up NT$16.4m from 1Q 2020). Profit margin: 25% (up from 0.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.分析記事 • Mar 24Davicom Semiconductor (TPE:3094) Has Some Difficulty Using Its Capital EffectivelyIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? When we...Is New 90 Day High Low • Mar 08New 90-day high: NT$30.80The company is up 31% from its price of NT$23.60 on 08 December 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 16% over the same period.お知らせ • Feb 27Davicom Semiconductor, Inc., Annual General Meeting, Jun 07, 2021Davicom Semiconductor, Inc., Annual General Meeting, Jun 07, 2021. Location: (Auditorium)3F., No.6, Li-Hsin Rd. 6, Science Park Hsinchu Taiwan Agenda: To report the business of 2020 and the operation plan for 2021; to consider the audit committee's review report of 2020; to consider the report the amount of 2020 directors' and employees' compensation; to consider the report the implementation status of the company's Share back of 2018 and 2020; to approve the 2020 business report and financial statement; to approve the proposal for distribution of 2020 earnings; to proposal for cash distribution of 2020 additional paid in capital; to proposal for revise part of the regulation of rules and procedures of shareholders meeting; and to consider the other matters.分析記事 • Feb 25Davicom Semiconductor, Inc.'s (TPE:3094) Stock's Been Going Strong: Could Weak Financials Mean The Market Will Correct Its Share Price?Davicom Semiconductor (TPE:3094) has had a great run on the share market with its stock up by a significant 17% over...Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$28.35, the stock is trading at a trailing P/E ratio of 56.8x, up from the previous P/E ratio of 49.3x. This compares to an average P/E of 29x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 39%.分析記事 • Feb 05Is Davicom Semiconductor, Inc. (TPE:3094) At Risk Of Cutting Its Dividend?Could Davicom Semiconductor, Inc. ( TPE:3094 ) be an attractive dividend share to own for the long haul? Investors are...Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$27.50, the stock is trading at a trailing P/E ratio of 55.1x, up from the previous P/E ratio of 46.2x. This compares to an average P/E of 26x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 24%.分析記事 • Jan 18We're Not Counting On Davicom Semiconductor (TPE:3094) To Sustain Its Statutory ProfitabilityIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. That...Is New 90 Day High Low • Jan 18New 90-day high: NT$25.00The company is up 17% from its price of NT$21.45 on 20 October 2020. The Taiwanese market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 32% over the same period.分析記事 • Dec 31Does Davicom Semiconductor's (TPE:3094) Share Price Gain of 24% Match Its Business Performance?Diversification is a key tool for dealing with stock price volatility. Of course, the aim of the game is to pick stocks...分析記事 • Dec 13Are Investors Concerned With What's Going On At Davicom Semiconductor (TPE:3094)?To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...分析記事 • Nov 24Davicom Semiconductor, Inc.'s (TPE:3094) Stock Going Strong But Fundamentals Look Weak: What Implications Could This Have On The Stock?Davicom Semiconductor's (TPE:3094) stock is up by a considerable 21% over the past three months. We, however wanted to...Is New 90 Day High Low • Nov 23New 90-day high: NT$24.00The company is up 21% from its price of NT$19.90 on 25 August 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 15% over the same period.Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.07The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$57.1m (down 12% from 3Q 2019). Net income: NT$5.63m (down 39% from 3Q 2019). Profit margin: 9.9% (down from 14% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Davicom Semiconductor は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TWSE:3094 - アナリストの将来予測と過去の財務データ ( )TWD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2026183225960N/A12/31/2025188202728N/A9/30/2025189222424N/A6/30/2025186101515N/A3/31/2025181171516N/A12/31/2024166141819N/A9/30/2024181111313N/A6/30/2024185211819N/A3/31/2024212382930N/A12/31/2023243515252N/A9/30/2023253577778N/A6/30/2023287669596N/A3/31/202329863103104N/A12/31/202230769109109N/A9/30/2022303759596N/A6/30/2022300778689N/A3/31/2022292737578N/A12/31/2021283707276N/A9/30/2021281607079N/A6/30/2021261456981N/A3/31/20212525090101N/A12/31/2020234332839N/A9/30/202024141410N/A6/30/2020249451919N/A3/31/2020244332929N/A12/31/201924341N/A62N/A9/30/201923331N/A111N/A6/30/201923533N/A102N/A3/31/201924743N/A66N/A12/31/201826138N/A56N/A9/30/201827240N/A30N/A6/30/201828547N/A32N/A3/31/201829750N/A28N/A12/31/201730752N/A45N/A9/30/201731467N/A71N/A6/30/201731062N/A50N/A3/31/201730359N/A75N/A12/31/201631371N/A84N/A9/30/201632569N/A79N/A6/30/201632884N/A115N/A3/31/201633894N/A90N/A12/31/201532984N/A93N/A9/30/201531685N/A92N/A6/30/201531977N/A78N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 3094の予測収益成長が 貯蓄率 ( 1.3% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 3094の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 3094の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 3094の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 3094の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 3094の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 21:13終値2026/05/22 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Davicom Semiconductor, Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Reported Earnings • May 11First quarter 2026 earnings released: EPS: NT$0.069 (vs NT$0.056 in 1Q 2025)First quarter 2026 results: EPS: NT$0.069 (up from NT$0.056 in 1Q 2025). Revenue: NT$47.2m (down 8.5% from 1Q 2025). Net income: NT$5.76m (up 25% from 1Q 2025). Profit margin: 12% (up from 9.0% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 09Davicom Semiconductor, Inc., Annual General Meeting, May 28, 2026Davicom Semiconductor, Inc., Annual General Meeting, May 28, 2026, at 09:00 Taipei Standard Time. Location: 3 floor no,6, li hsing 6th rd., east district hsinchu science park, hsinchu city Taiwan
Reported Earnings • Mar 09Full year 2025 earnings released: EPS: NT$0.25 (vs NT$0.17 in FY 2024)Full year 2025 results: EPS: NT$0.25 (up from NT$0.17 in FY 2024). Revenue: NT$187.8m (up 13% from FY 2024). Net income: NT$20.4m (up 42% from FY 2024). Profit margin: 11% (up from 8.7% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: NT$0.15 (vs NT$0.006 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.15 (up from NT$0.006 in 3Q 2024). Revenue: NT$46.9m (up 7.3% from 3Q 2024). Net income: NT$12.4m (up NT$11.9m from 3Q 2024). Profit margin: 27% (up from 1.2% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
New Risk • Aug 22New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 29% 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: Major Risk Earnings have declined by 15% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.6% net profit margin). Market cap is less than US$100m (NT$2.09b market cap, or US$68.6m).
Reported Earnings • Aug 09Second quarter 2025 earnings released: NT$0.04 loss per share (vs NT$0.041 profit in 2Q 2024)Second quarter 2025 results: NT$0.04 loss per share (down from NT$0.041 profit in 2Q 2024). Revenue: NT$47.0m (up 12% from 2Q 2024). Net loss: NT$3.49m (down 203% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 60% 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.
Board Change • Jul 04Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yung-Chia Chang was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Jun 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.2% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.7% average weekly change). Profit margins are more than 30% lower than last year (9.5% net profit margin). Market cap is less than US$100m (NT$2.13b market cap, or US$72.1m).
Declared Dividend • Jun 06Dividend reduced to NT$0.17Dividend of NT$0.17 is 72% lower than last year. Ex-date: 19th June 2025 Payment date: 14th July 2025 Dividend yield will be 0.7%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 82%. Cash payout ratio: 96%.
Reported Earnings • May 13First quarter 2025 earnings released: EPS: NT$0.06 (vs NT$0.022 in 1Q 2024)First quarter 2025 results: EPS: NT$0.06 (up from NT$0.022 in 1Q 2024). Revenue: NT$51.6m (up 40% from 1Q 2024). Net income: NT$4.62m (up 158% from 1Q 2024). Profit margin: 9.0% (up from 4.9% in 1Q 2024). The increase in margin was driven by higher revenue. 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 7% per year, which means it has not declined as severely as earnings.
お知らせ • May 01Davicom Semiconductor, Inc. to Report Q1, 2025 Results on May 09, 2025Davicom Semiconductor, Inc. announced that they will report Q1, 2025 results on May 09, 2025
お知らせ • Apr 15Davicom Semiconductor, Inc. Proposes Cash Dividend for the Year 2024On April 14, 2025, the board of directors of Davicom Semiconductor, Inc. proposed cash dividend of TWD 0.17 per share for the year 2024. Period which dividends belong to: January 1, 2024 to December 31, 2024. Total amount of cash distributed to shareholders: TWD 14,129,905.
New Risk • Mar 30New minor risk - Revenue sizeThe company makes less than US$5m in revenue. Total revenue: NT$166m (US$5.0m) This is considered a minor risk. Companies with a small amount of revenue 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 443% Cash payout ratio: 280% Earnings have declined by 4.7% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (8.7% net profit margin). Revenue is less than US$5m (NT$166m revenue, or US$5.0m). Market cap is less than US$100m (NT$2.32b market cap, or US$69.7m).
New Risk • Mar 11New major risk - Revenue and earnings growthEarnings have declined by 4.7% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 443% Cash payout ratio: 280% Earnings have declined by 4.7% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (8.7% net profit margin). Market cap is less than US$100m (NT$2.43b market cap, or US$73.8m).
お知らせ • Mar 03Davicom Semiconductor, Inc., Annual General Meeting, May 28, 2025Davicom Semiconductor, Inc., Annual General Meeting, May 28, 2025, at 09:00 Taipei Standard Time. Location: 3 floor no,6, li hsing 6th rd., east district hsinchu science park, hsinchu city Taiwan
お知らせ • Feb 18Davicom Semiconductor, Inc. to Report Fiscal Year 2024 Results on Feb 27, 2025Davicom Semiconductor, Inc. announced that they will report fiscal year 2024 results on Feb 27, 2025
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: NT$0.01 (vs NT$0.12 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.01 (down from NT$0.12 in 3Q 2023). Revenue: NT$43.7m (down 7.1% from 3Q 2023). Net income: NT$507.0k (down 95% from 3Q 2023). Profit margin: 1.2% (down from 22% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 09Davicom Semiconductor, Inc. Appoints Yeou Liang Lin as President, Effective November 11, 2024Davicom Semiconductor, Inc. announced newly appointed president of company. Name of the new position holder:Yeou Liang Lin. Resume of the new position holder:Vice president, COO,senior consultant of DAVICOM SEMICONDUCTOR,INC. Effective date of the new appointment is November 11, 2024.
お知らせ • Nov 02Davicom Semiconductor, Inc. Announces Retirement of Nien Tai Chen as President, Effective November 8, 2024Davicom Semiconductor, Inc. announced the change of president of the company. Name of the previous position holder: Nien Tai Chen. Resume of the previous position holder: President of DAVICOM SEMICONDUCTORINC. President Nien Tai Chen's effective retirement date is November 8, 2024. Reason for the change: President Nien Tai Chen applies for retirement due to personal career planning.
お知らせ • Oct 30Davicom Semiconductor, Inc. to Report Q3, 2024 Results on Nov 08, 2024Davicom Semiconductor, Inc. announced that they will report Q3, 2024 results on Nov 08, 2024
Reported Earnings • Aug 12Second quarter 2024 earnings released: EPS: NT$0.04 (vs NT$0.25 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.04 (down from NT$0.25 in 2Q 2023). Revenue: NT$41.9m (down 40% from 2Q 2023). Net income: NT$3.39m (down 83% from 2Q 2023). Profit margin: 8.1% (down from 29% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 16% 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 • Aug 01Davicom Semiconductor, Inc. to Report Q2, 2024 Results on Aug 09, 2024Davicom Semiconductor, Inc. announced that they will report Q2, 2024 results on Aug 09, 2024
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$36.40, the stock trades at a trailing P/E ratio of 79.1x. Average trailing P/E is 33x in the Semiconductor industry in Taiwan. Total returns to shareholders of 11% over the past three years.
分析記事 • Jun 17Davicom Semiconductor (TWSE:3094) Is Reducing Its Dividend To NT$0.61Davicom Semiconductor, Inc. ( TWSE:3094 ) has announced it will be reducing its dividend payable on the 11th of July to...
Upcoming Dividend • Jun 15Upcoming dividend of NT$0.61 per shareEligible shareholders must have bought the stock before 19 June 2024. Payment date: 11 July 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.1%).
分析記事 • May 31Davicom Semiconductor (TWSE:3094) Is Paying Out Less In Dividends Than Last YearThe board of Davicom Semiconductor, Inc. ( TWSE:3094 ) has announced it will be reducing its dividend by 39% from last...
Declared Dividend • May 31Dividend reduced to NT$0.61Dividend of NT$0.61 is 39% lower than last year. Ex-date: 19th June 2024 Payment date: 11th July 2024 Dividend yield will be 1.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (145% earnings payout ratio) nor is it covered by cash flows (281% cash payout ratio). The dividend has increased by an average of 2.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 62% to bring the payout ratio under control. However, EPS has declined by 2.1% over the last 5 years so the company would need to reverse this trend.
お知らせ • May 30Davicom Semiconductor, Inc. Announces Cash Dividend, Payable on July 11, 2024Davicom Semiconductor, Inc. announced cash dividend of cash dividend of TWD 50,389,104, with 512,000 shares transferred from treasury stocks to employees. The eligible shares for dividend participation amount to 82,605,089 shares, with a distribution of TWD 0.61 per share. Ex-rights (ex-dividend) trading date is June 19, 2024. Ex-rights (ex-dividend) record date is June 25, 2024. Payment date of cash dividend distribution is July 11, 2024.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.02 (vs NT$0.18 in 1Q 2023)First quarter 2024 results: EPS: NT$0.02 (down from NT$0.18 in 1Q 2023). Revenue: NT$36.9m (down 45% from 1Q 2023). Net income: NT$1.79m (down 88% from 1Q 2023). Profit margin: 4.9% (down from 22% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has increased by 1% per year.
お知らせ • May 02Davicom Semiconductor, Inc. to Report Q1, 2024 Results on May 10, 2024Davicom Semiconductor, Inc. announced that they will report Q1, 2024 results on May 10, 2024
分析記事 • Mar 12Davicom Semiconductor's (TWSE:3094) Weak Earnings May Only Reveal A Part Of The Whole PictureA lackluster earnings announcement from Davicom Semiconductor, Inc. ( TWSE:3094 ) last week didn't sink the stock...
Reported Earnings • Mar 05Full year 2023 earnings released: EPS: NT$0.61 (vs NT$0.84 in FY 2022)Full year 2023 results: EPS: NT$0.61 (down from NT$0.84 in FY 2022). Revenue: NT$242.6m (down 21% from FY 2022). Net income: NT$50.7m (down 27% from FY 2022). Profit margin: 21% (down from 23% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Mar 01+ 1 more updateDavicom Semiconductor, Inc., Annual General Meeting, May 29, 2024Davicom Semiconductor, Inc., Annual General Meeting, May 29, 2024. Location: 3F., No.6, Li-Hsin Rd.6, Science Park, Hsinchu, Taiwan (Auditorium) Hsinchu Taiwan Agenda: To discuss report the business of 2023 and the operation plan for 2024; to discuss Audit Committee's review report of 2023; to report the 2023 directors' and employees' compensation distribution; to discuss report the directors' remuneration measures, and the 2023 directors remuneration distribution; to discuss report the Implementation Status of the 2020 Company's Share Buyback; and to discuss other matters.
New Risk • Oct 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.5% average weekly change). Minor Risks Dividend is not well covered by earnings (126% payout ratio). Market cap is less than US$100m (NT$3.03b market cap, or US$93.4m).
New Risk • Aug 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (126% payout ratio). Dividend is not well covered by earnings (126% payout ratio). Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (NT$3.00b market cap, or US$94.2m).
Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$36.30, the stock trades at a trailing P/E ratio of 45.7x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 94% over the past three years.
New Risk • Aug 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% 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 Dividend is not well covered by earnings (126% payout ratio). Dividend is not well covered by earnings (126% payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (NT$2.34b market cap, or US$73.6m).
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$0.25 (vs NT$0.22 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.25 (up from NT$0.22 in 2Q 2022). Revenue: NT$69.5m (down 15% from 2Q 2022). Net income: NT$20.3m (up 13% from 2Q 2022). Profit margin: 29% (up from 22% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 12Upcoming dividend of NT$1.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 19 June 2023. Payment date: 11 July 2023. The company is paying out more than 100% of its profits and is paying out 79% of its cash flow. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (3.2%).
Reported Earnings • Mar 10Full year 2022 earnings released: EPS: NT$0.84 (vs NT$0.85 in FY 2021)Full year 2022 results: EPS: NT$0.84 (down from NT$0.85 in FY 2021). Revenue: NT$307.1m (up 8.3% from FY 2021). Net income: NT$69.0m (flat on FY 2021). Profit margin: 23% (down from 25% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 24% per year.
Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$32.90, the stock trades at a trailing P/E ratio of 36.4x. Average trailing P/E is 13x in the Semiconductor industry in Taiwan. Total returns to shareholders of 92% over the past three years.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Niang-Shou Wei was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Nov 12Davicom Semiconductor, Inc. Announces Executive ChangesDavicom Semiconductor, Inc. announced appointment of President by the Board of Directors. Date of the board of directors resolution or date of occurrence of the change: November 11, 2022. Position (Please enter chairperson or president/general manager): President. Name of the previous position holder: Hao, Ting. Resume of the previous position holder: DAVICOM Semiconductor, Inc. Chairman. ame of the new position holder: Chen, Nien-Tai. Resume of the new position holder:DAVICOM Semiconductor, Inc. senior consultant. Effective date of the new appointment: November 11, 2022.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.22 (vs NT$0.17 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.22 (up from NT$0.17 in 2Q 2021). Revenue: NT$81.3m (up 11% from 2Q 2021). Net income: NT$18.1m (up 31% from 2Q 2021). Profit margin: 22% (up from 19% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 20Upcoming dividend of NT$0.99 per shareEligible shareholders must have bought the stock before 27 July 2022. Payment date: 17 August 2022. The company is paying out more than 100% of its profits and is paying out 88% of its cash flow. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (6.8%). In line with average of industry peers (3.7%).
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$22.85, the stock trades at a trailing P/E ratio of 25.6x. Average trailing P/E is 12x in the Semiconductor industry in Taiwan. Total returns to shareholders of 39% over the past three years.
お知らせ • Jun 30Davicom Semiconductor, Inc. Announces Changes in Audit CommitteeDavicom Semiconductor, Inc. announced that name of the functional committees: Audit Committee. Name and resume of the previous position holder: Ueng, Chang-Yue: CFO of Sonavox Electronnic Co. Ltd. Hwang, Jen-Jyh: Adjunct Assosiate Professor of National Sun-Yatsen University Wei, Niang-Shou: Director of Production and Operation Center of ShangHai Fanfeng Vacuum Machinery Co. Ltd. Name and resume of the new position holder: Ueng, Chang-Yue: Financial Manager of Kwo Ger Metal Technology Inc. Hwang, Jen-Jyh:Adjunct Assosiate Professor of National Sun-Yatsen University, and Independent Director of JG Environmental Technology Co. Ltd. Wei, Niang-Shou: Independent Director of Davicom Semiconductor Inc. Reason for the change: Re-election due to the director's term expired. Effective date of the new member is June 29, 2022.
Reported Earnings • May 12First quarter 2022 earnings released: EPS: NT$0.25 (vs NT$0.21 in 1Q 2021)First quarter 2022 results: EPS: NT$0.25 (up from NT$0.21 in 1Q 2021). Revenue: NT$75.8m (up 12% from 1Q 2021). Net income: NT$20.2m (up 20% from 1Q 2021). Profit margin: 27% (up from 25% in 1Q 2021). The increase in margin was driven by higher revenue. 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 16% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Niang-Shou Wei was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 13Davicom Semiconductor, Inc., Annual General Meeting, Jun 29, 2022Davicom Semiconductor, Inc., Annual General Meeting, Jun 29, 2022. Location: 3F., No.6, Li-Hsin Rd.6 Hsinchu Taiwan Agenda: To report the business of 2021 and the operation plan for 2022; to consider Audit Committee's review report of 2021; to report the director's remuneration policy, and the 2021 directors' and employees' compensation distribution; to report of Implementation Status of the 2020 Company's Share Buyback; to approve 2021 Business Report and Financial Statement; to approve the proposal for distribution of 2021 earnings; and to transact other matters.
お知らせ • Apr 12Davicom Semiconductor, Inc. Proposes Cash Dividend Distribution for the Year Ended December 31, 2021The board of directors of Davicom Semiconductor, Inc. proposed cash dividend of TWD 1 per share for the year ended December 31, 2021. The appropriations of earnings in cash dividends to shareholders is TWD 0.487 per share and cash distributed from legal reserve and capital surplus to shareholders is TWD 0.513 per share. The total amount of cash distributed to shareholders is TWD 81,717,089.
Reported Earnings • Mar 01Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: NT$0.85 (up from NT$0.41 in FY 2020). Revenue: NT$283.5m (up 21% from FY 2020). Net income: NT$69.7m (up 108% from FY 2020). Profit margin: 25% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. 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 23% per year.
お知らせ • Feb 26Davicom Semiconductor, Inc. Appoints Ting Hao as Chief Executive OfficerDavicom Semiconductor, Inc. announced appointment of Ting Hao as Chief Executive Officer. Ting Hao is president of the company. Effective date is February 24, 2022.
Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$41.15, the stock trades at a trailing P/E ratio of 56x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 149% over the past three years.
Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS NT$0.26 (vs NT$0.069 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$77.0m (up 35% from 3Q 2020). Net income: NT$20.9m (up 271% from 3Q 2020). Profit margin: 27% (up from 9.9% 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 13% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 22Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 19 August 2021. Trailing yield: 1.9%. Lower than top quartile of Taiwanese dividend payers (4.9%). Lower than average of industry peers (2.2%).
Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$32.30, the stock trades at a trailing P/E ratio of 53x. Average trailing P/E is 20x in the Semiconductor industry in Taiwan. Total returns to shareholders of 60% over the past three years.
Valuation Update With 7 Day Price Move • May 04Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$35.45, the stock trades at a trailing P/E ratio of 64.4x. Average trailing P/E is 29x in the Semiconductor industry in Taiwan. Total returns to shareholders of 80% over the past three years.
お知らせ • Apr 27Davicom Semiconductor, Inc. Proposes Cash Dividend for the Year Ended December 31, 2020The Board of Directors of Davicom Semiconductor, Inc. proposed cash dividend distribution to shareholders with TWD 0.8 per share for the year ended December 31, 2020. Appropriations of earnings in cash dividends to shareholders (TWD 0.36 per share). Total amount of cash distributed to shareholders (TWD): 65,373,671.
Reported Earnings • Apr 27First quarter 2021 earnings released: EPS NT$0.21 (vs NT$0.006 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$67.5m (up 37% from 1Q 2020). Net income: NT$16.8m (up NT$16.4m from 1Q 2020). Profit margin: 25% (up from 0.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
分析記事 • Mar 24Davicom Semiconductor (TPE:3094) Has Some Difficulty Using Its Capital EffectivelyIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? When we...
Is New 90 Day High Low • Mar 08New 90-day high: NT$30.80The company is up 31% from its price of NT$23.60 on 08 December 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 16% over the same period.
お知らせ • Feb 27Davicom Semiconductor, Inc., Annual General Meeting, Jun 07, 2021Davicom Semiconductor, Inc., Annual General Meeting, Jun 07, 2021. Location: (Auditorium)3F., No.6, Li-Hsin Rd. 6, Science Park Hsinchu Taiwan Agenda: To report the business of 2020 and the operation plan for 2021; to consider the audit committee's review report of 2020; to consider the report the amount of 2020 directors' and employees' compensation; to consider the report the implementation status of the company's Share back of 2018 and 2020; to approve the 2020 business report and financial statement; to approve the proposal for distribution of 2020 earnings; to proposal for cash distribution of 2020 additional paid in capital; to proposal for revise part of the regulation of rules and procedures of shareholders meeting; and to consider the other matters.
分析記事 • Feb 25Davicom Semiconductor, Inc.'s (TPE:3094) Stock's Been Going Strong: Could Weak Financials Mean The Market Will Correct Its Share Price?Davicom Semiconductor (TPE:3094) has had a great run on the share market with its stock up by a significant 17% over...
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$28.35, the stock is trading at a trailing P/E ratio of 56.8x, up from the previous P/E ratio of 49.3x. This compares to an average P/E of 29x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 39%.
分析記事 • Feb 05Is Davicom Semiconductor, Inc. (TPE:3094) At Risk Of Cutting Its Dividend?Could Davicom Semiconductor, Inc. ( TPE:3094 ) be an attractive dividend share to own for the long haul? Investors are...
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$27.50, the stock is trading at a trailing P/E ratio of 55.1x, up from the previous P/E ratio of 46.2x. This compares to an average P/E of 26x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 24%.
分析記事 • Jan 18We're Not Counting On Davicom Semiconductor (TPE:3094) To Sustain Its Statutory ProfitabilityIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. That...
Is New 90 Day High Low • Jan 18New 90-day high: NT$25.00The company is up 17% from its price of NT$21.45 on 20 October 2020. The Taiwanese market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 32% over the same period.
分析記事 • Dec 31Does Davicom Semiconductor's (TPE:3094) Share Price Gain of 24% Match Its Business Performance?Diversification is a key tool for dealing with stock price volatility. Of course, the aim of the game is to pick stocks...
分析記事 • Dec 13Are Investors Concerned With What's Going On At Davicom Semiconductor (TPE:3094)?To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
分析記事 • Nov 24Davicom Semiconductor, Inc.'s (TPE:3094) Stock Going Strong But Fundamentals Look Weak: What Implications Could This Have On The Stock?Davicom Semiconductor's (TPE:3094) stock is up by a considerable 21% over the past three months. We, however wanted to...
Is New 90 Day High Low • Nov 23New 90-day high: NT$24.00The company is up 21% from its price of NT$19.90 on 25 August 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 15% over the same period.
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.07The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$57.1m (down 12% from 3Q 2019). Net income: NT$5.63m (down 39% from 3Q 2019). Profit margin: 9.9% (down from 14% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.