Foxsemicon Integrated Technology（3413）株式概要フォックスセミコン・インテグレーテッド・テクノロジー社は、台湾、米国、中国、および海外で、半導体装置のサブシステムおよびシステム・インテグレーションに関する研究、開発、設計、製造、販売を行っている。 詳細3413 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績1/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より21.7%で取引されている 収益は年間19.47%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析高いレベルの非現金収入 3.38%の配当はフリーキャッシュフローで十分にカバーされていない 利益率(9.7%)は昨年より低い(15.7%) すべてのリスクチェックを見る3413 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$326.504.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture041b2016201920222025202620282031Revenue NT$41.3bEarnings NT$4.0bAdvancedSet Fair ValueView all narrativesFoxsemicon Integrated Technology Inc. 競合他社Gallant Micro. MachiningSymbol: TPEX:6640Market cap: NT$38.9bMachvisionSymbol: TWSE:3563Market cap: NT$59.7bGudeng Precision IndustrialSymbol: TPEX:3680Market cap: NT$52.2bTaiwan PuriticSymbol: TPEX:6826Market cap: NT$48.7b価格と性能株価の高値、安値、推移の概要Foxsemicon Integrated Technology過去の株価現在の株価NT$325.0052週高値NT$377.5052週安値NT$272.50ベータ0.781ヶ月の変化-1.52%3ヶ月変化n/a1年変化7.79%3年間の変化70.60%5年間の変化41.92%IPOからの変化400.94%最新ニュースNew Risk • May 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.7% Last year net profit margin: 16% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (36% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (9.7% net profit margin).Upcoming Dividend • May 20Upcoming dividend of NT$10.98 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 22 June 2026. Payout ratio is a comfortable 58% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (1.1%).Buy Or Sell Opportunity • Mar 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.0% to NT$307. The fair value is estimated to be NT$255, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 10% in a year. Earnings are forecast to grow by 7.4% in the next year.Reported Earnings • Mar 08Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: NT$21.44 (down from NT$25.22 in FY 2024). Revenue: NT$20.8b (up 27% from FY 2024). Net income: NT$2.34b (down 11% from FY 2024). Profit margin: 11% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 02Foxsemicon Integrated Technology Inc., Annual General Meeting, May 27, 2026Foxsemicon Integrated Technology Inc., Annual General Meeting, May 27, 2026. Location: 2 floor no,16, k`o chung rd., jhunan township hsinchu science park, miaoli county Taiwanお知らせ • Feb 27Foxsemicon Integrated Technology Inc. announces Annual dividend, payable on June 22, 2026Foxsemicon Integrated Technology Inc. announced Annual dividend of TWD 11.0000 per share payable on June 22, 2026, ex-date on May 27, 2026 and record date on May 28, 2026.最新情報をもっと見るRecent updatesNew Risk • May 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.7% Last year net profit margin: 16% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (36% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (9.7% net profit margin).Upcoming Dividend • May 20Upcoming dividend of NT$10.98 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 22 June 2026. Payout ratio is a comfortable 58% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (1.1%).Buy Or Sell Opportunity • Mar 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.0% to NT$307. The fair value is estimated to be NT$255, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 10% in a year. Earnings are forecast to grow by 7.4% in the next year.Reported Earnings • Mar 08Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: NT$21.44 (down from NT$25.22 in FY 2024). Revenue: NT$20.8b (up 27% from FY 2024). Net income: NT$2.34b (down 11% from FY 2024). Profit margin: 11% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 02Foxsemicon Integrated Technology Inc., Annual General Meeting, May 27, 2026Foxsemicon Integrated Technology Inc., Annual General Meeting, May 27, 2026. Location: 2 floor no,16, k`o chung rd., jhunan township hsinchu science park, miaoli county Taiwanお知らせ • Feb 27Foxsemicon Integrated Technology Inc. announces Annual dividend, payable on June 22, 2026Foxsemicon Integrated Technology Inc. announced Annual dividend of TWD 11.0000 per share payable on June 22, 2026, ex-date on May 27, 2026 and record date on May 28, 2026.Buy Or Sell Opportunity • Feb 26Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.8% to NT$318. The fair value is estimated to be NT$264, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 10% in a year. Earnings are forecast to decline by 3.3% in the next year.New Risk • Jan 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. High level of non-cash earnings (35% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Price Target Changed • Dec 24Price target decreased by 9.2% to NT$331Down from NT$365, the current price target is an average from 2 analysts. New target price is 16% above last closing price of NT$286. Stock is down 8.3% over the past year. The company is forecast to post earnings per share of NT$21.51 for next year compared to NT$25.22 last year.New Risk • Dec 02New 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 6.5% 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 High level of non-cash earnings (35% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change).Reported Earnings • Nov 12Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: NT$6.10 (up from NT$5.52 in 3Q 2024). Revenue: NT$5.54b (up 20% from 3Q 2024). Net income: NT$667.0m (up 15% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 12Second quarter 2025 earnings released: EPS: NT$3.41 (vs NT$6.75 in 2Q 2024)Second quarter 2025 results: EPS: NT$3.41 (down from NT$6.75 in 2Q 2024). Revenue: NT$5.20b (up 40% from 2Q 2024). Net income: NT$368.6m (down 47% from 2Q 2024). Profit margin: 7.1% (down from 19% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jun 13Upcoming dividend of NT$14.42 per shareEligible shareholders must have bought the stock before 20 June 2025. Payment date: 18 July 2025. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 4.8%. Lower than top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (2.3%).お知らせ • Jun 05Foxsemicon Integrated Technology Inc. Approves Cash DividendFoxsemicon Integrated Technology Inc. approved cash dividend. Type and monetary amount of original dividend distribution: Total cash dividend TWD 1,564,135,097, TWD 14.5 per share. Type and monetary amount of dividend distribution after the change: Total cash dividend TWD 1,564,135,097, TWD 14.42492117 per share. Reason for the change: Due to the execution of employee stockoptions and the convertible bonds be transferred to common stocks. The total amount of outstanding shares of common stock has changed. Therefore, the company adjusts the payout ratio of cash dividend. Date of the resolution of the board of directors or shareholders meeting: June 4, 2025.Reported Earnings • May 14First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: NT$6.71 (up from NT$5.52 in 1Q 2024). Revenue: NT$4.87b (up 47% from 1Q 2024). Net income: NT$724.0m (up 33% from 1Q 2024). Profit margin: 15% (down from 16% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 9.9%. Revenue is forecast to grow 9.2% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • May 08Now 22% overvaluedOver the last 90 days, the stock has fallen 5.9% to NT$296. The fair value is estimated to be NT$243, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 5.2%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.お知らせ • May 03Foxsemicon Integrated Technology Inc. to Report Q1, 2025 Results on May 09, 2025Foxsemicon Integrated Technology Inc. announced that they will report Q1, 2025 results on May 09, 2025お知らせ • Apr 24Foxsemicon Integrated Technology Inc. (TWSE:3413) agreed to acquire 51% stake in Fairtech Corporation for TWD 2.0 billion.Foxsemicon Integrated Technology Inc. (TWSE:3413) agreed to acquire 51% stake in Fairtech Corporation for TWD 2.0 billion on April 23, 2025. A cash consideration of TWD 2.01 billion valued at TWD 138 per share will be paid by Foxsemicon Integrated Technology Inc. As part of consideration, TWD 2.01 billion is paid towards common equity of Fairtech Corporation. The transaction has been approved by the board of Foxsemicon Integrated Technology Inc. The transaction will be financed through equity investment of TWD 2.01 billion.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$226, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$251 per share.分析記事 • Mar 17Foxsemicon Integrated Technology (TWSE:3413) Has Announced That It Will Be Increasing Its Dividend To NT$14.50Foxsemicon Integrated Technology Inc. ( TWSE:3413 ) has announced that it will be increasing its dividend from last...分析記事 • Mar 02Foxsemicon Integrated Technology (TWSE:3413) Is Paying Out A Larger Dividend Than Last YearFoxsemicon Integrated Technology Inc. ( TWSE:3413 ) has announced that it will be increasing its periodic dividend on...Declared Dividend • Feb 28Dividend increased to NT$14.50Dividend of NT$14.50 is 28% higher than last year. Ex-date: 20th June 2025 Payment date: 18th July 2025 Dividend yield will be 4.5%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (466% cash payout ratio). The dividend has increased by an average of 29% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 27+ 1 more updateFoxsemicon Integrated Technology Inc., Annual General Meeting, May 28, 2025Foxsemicon Integrated Technology Inc., Annual General Meeting, May 28, 2025. Location: 2 floor no,16, k`o chung rd., jhunan township hsinchu science park, miaoli county Taiwanお知らせ • Feb 19Foxsemicon Integrated Technology Inc. to Report Q4, 2024 Results on Feb 26, 2025Foxsemicon Integrated Technology Inc. announced that they will report Q4, 2024 results at 9:00 AM, Taipei Standard Time on Feb 26, 2025分析記事 • Feb 03These 4 Measures Indicate That Foxsemicon Integrated Technology (TWSE:3413) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Board Change • Jan 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. President, GM & Director Yao-Quan Qiu was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Dec 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to NT$306. The fair value is estimated to be NT$386, however this is not to be taken as a buy recommendation but rather should be used as a guide only.分析記事 • Nov 13We Think Shareholders Should Be Aware Of Some Factors Beyond Foxsemicon Integrated Technology's (TWSE:3413) ProfitThe latest earnings release from Foxsemicon Integrated Technology Inc. ( TWSE:3413 ) disappointed investors. Our...Reported Earnings • Nov 08Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: NT$5.52 (up from NT$4.87 in 3Q 2023). Revenue: NT$4.61b (up 55% from 3Q 2023). Net income: NT$581.9m (up 23% from 3Q 2023). Profit margin: 13% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 31Foxsemicon Integrated Technology Inc. to Report Q3, 2024 Results on Nov 06, 2024Foxsemicon Integrated Technology Inc. announced that they will report Q3, 2024 results on Nov 06, 2024分析記事 • Oct 18Is Now An Opportune Moment To Examine Foxsemicon Integrated Technology Inc. (TWSE:3413)?While Foxsemicon Integrated Technology Inc. ( TWSE:3413 ) might not have the largest market cap around , it received a...分析記事 • Sep 13Foxsemicon Integrated Technology (TWSE:3413) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$365, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$255 per share.Major Estimate Revision • Sep 07Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from NT$15.0b to NT$15.8b. EPS estimate increased from NT$21.05 to NT$24.48 per share. Net income forecast to grow 13% next year vs 31% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$365 to NT$390. Share price was steady at NT$345 over the past week.分析記事 • Aug 29Foxsemicon Integrated Technology (TWSE:3413) Could Be Struggling To Allocate CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...New Risk • Aug 20New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.4% average weekly change). Shareholders have been diluted in the past year (5.7% increase in shares outstanding).Reported Earnings • Aug 13Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: NT$6.75 (up from NT$6.24 in 2Q 2023). Revenue: NT$3.72b (up 13% from 2Q 2023). Net income: NT$696.3m (up 15% from 2Q 2023). Profit margin: 19% (in line with 2Q 2023). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 02Foxsemicon Integrated Technology Inc. to Report Q2, 2024 Results on Aug 09, 2024Foxsemicon Integrated Technology Inc. announced that they will report Q2, 2024 results on Aug 09, 2024New Risk • Jul 26New 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 6.5% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.5% average weekly change).Price Target Changed • Jul 24Price target decreased by 15% to NT$349Down from NT$410, the current price target is an average from 3 analysts. New target price is 7.4% above last closing price of NT$325. Stock is up 79% over the past year. The company is forecast to post earnings per share of NT$21.04 for next year compared to NT$20.48 last year.Price Target Changed • Jul 08Price target increased by 16% to NT$410Up from NT$353, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of NT$397. Stock is up 119% over the past year. The company is forecast to post earnings per share of NT$21.04 for next year compared to NT$20.48 last year.分析記事 • Jul 05Foxsemicon Integrated Technology Inc.'s (TWSE:3413) Shares Bounce 27% But Its Business Still Trails The MarketFoxsemicon Integrated Technology Inc. ( TWSE:3413 ) shareholders have had their patience rewarded with a 27% share...Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$364, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 80% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$159 per share.Upcoming Dividend • Jun 18Upcoming dividend of NT$11.30 per shareEligible shareholders must have bought the stock before 25 June 2024. Payment date: 15 July 2024. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.1%).Reported Earnings • May 18First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: NT$5.52 (up from NT$4.15 in 1Q 2023). Revenue: NT$3.32b (down 2.4% from 1Q 2023). Net income: NT$545.5m (up 35% from 1Q 2023). Profit margin: 16% (up from 12% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 12% per year.お知らせ • May 05Foxsemicon Integrated Technology Inc. to Report Q1, 2024 Results on May 10, 2024Foxsemicon Integrated Technology Inc. announced that they will report Q1, 2024 results on May 10, 2024分析記事 • Apr 09Foxsemicon Integrated Technology (TWSE:3413) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Mar 19Weak Statutory Earnings May Not Tell The Whole Story For Foxsemicon Integrated Technology (TWSE:3413)Despite Foxsemicon Integrated Technology Inc.'s ( TWSE:3413 ) recent earnings report having lackluster headline...Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$291, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$155 per share.Major Estimate Revision • Mar 19Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from NT$13.7b to NT$14.7b. EPS estimate increased from NT$17.41 to NT$20.77 per share. Net income forecast to grow 1.5% next year vs 24% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$212 to NT$251. Share price rose 17% to NT$291 over the past week.分析記事 • Mar 17Foxsemicon Integrated Technology Inc. Just Beat EPS By 7.9%: Here's What Analysts Think Will Happen NextIt's been a good week for Foxsemicon Integrated Technology Inc. ( TWSE:3413 ) shareholders, because the company has...分析記事 • Mar 15There's No Escaping Foxsemicon Integrated Technology Inc.'s (TWSE:3413) Muted Earnings Despite A 27% Share Price RiseFoxsemicon Integrated Technology Inc. ( TWSE:3413 ) shares have continued their recent momentum with a 27% gain in the...Price Target Changed • Mar 14Price target increased by 13% to NT$234Up from NT$207, the current price target is an average from 4 analysts. New target price is 11% below last closing price of NT$263. Stock is up 37% over the past year. The company is forecast to post earnings per share of NT$20.80 for next year compared to NT$20.48 last year.Reported Earnings • Mar 10Full year 2023 earnings released: EPS: NT$20.48 (vs NT$24.64 in FY 2022)Full year 2023 results: EPS: NT$20.48 (down from NT$24.64 in FY 2022). Revenue: NT$13.1b (down 12% from FY 2022). Net income: NT$1.99b (down 14% from FY 2022). Profit margin: 15% (in line with FY 2022). Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Declared Dividend • Mar 02Dividend reduced to NT$12.00Dividend of NT$12.00 is 13% lower than last year. Ex-date: 25th June 2024 Payment date: 15th July 2024 Dividend yield will be 4.8%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 35% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to remain steady over the next 2 years, which should provide adequate earnings cover for the dividend.お知らせ • Mar 01+ 1 more updateFoxsemicon Integrated Technology Inc., Annual General Meeting, May 27, 2024Foxsemicon Integrated Technology Inc., Annual General Meeting, May 27, 2024. Location: 2F, No.16, Kejung Rd., Hsinchu Science Park,Chunan Township, Miaoli County, Taiwan R.O.C. Hsinchu Taiwan Agenda: To discuss Business report of 2023; to discuss Audit Committee's Review Report of 2023; to discuss 2023 employee profit sharing bonuses and director remuneration allocation; to discuss Distribution of cash dividends from profits in 2023; and to discuss other matters.Reported Earnings • Nov 14Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: NT$4.87 (down from NT$8.14 in 3Q 2022). Revenue: NT$2.98b (down 27% from 3Q 2022). Net income: NT$473.4m (down 40% from 3Q 2022). Profit margin: 16% (down from 19% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 24%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 26Upcoming dividend of NT$13.79 per share at 6.7% yieldEligible shareholders must have bought the stock before 03 July 2023. Payment date: 31 July 2023. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 6.7%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.2%).Major Estimate Revision • Jun 09Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$12.9b to NT$12.7b. EPS estimate also fell from NT$18.72 per share to NT$16.53 per share. Net income forecast to shrink 22% next year vs 13% decline forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$217 to NT$207. Share price was steady at NT$196 over the past week.お知らせ • Jun 06Foxsemicon Integrated Technology Inc. Announces Dividend, Payable on July 31, 2023Foxsemicon Integrated Technology Inc. announces dividend of TWD 13.8 per share. Ex-rights (ex-dividend) trading date is July 4, 2023. Ex-rights (ex-dividend) record date is July 9, 2023Payment date of cash dividend distribution is July 31, 2023.お知らせ • May 31Foxsemicon Integrated Technology Inc. Announces Executive ChangesFoxsemicon Integrated Technology Inc. appointed Young-Way Liu, Kevin Chiu and Jong-Khing Huang as directors; Hsi-Chih Chen, Kang-Chih Li and Ya-Hui Huang as independent directors at its shareholders meeting held on May 30, 2023.Reported Earnings • Apr 22Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: NT$24.64 (up from NT$17.01 in FY 2021). Revenue: NT$14.8b (up 21% from FY 2021). Net income: NT$2.32b (up 56% from FY 2021). Profit margin: 16% (up from 12% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Mar 09Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$15.2b to NT$12.9b. EPS estimate fell from NT$22.24 to NT$17.22 per share. Net income forecast to shrink 16% next year vs 18% decline forecast for Semiconductor industry in Taiwan. Consensus price target of NT$217 unchanged from last update. Share price fell 4.1% to NT$197 over the past week.Buying Opportunity • Feb 10Now 20% undervaluedOver the last 90 days, the stock is up 8.7%. The fair value is estimated to be NT$250, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 3.1% in the next 2 years.Reported Earnings • Nov 16Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: NT$8.14 (up from NT$4.88 in 3Q 2021). Revenue: NT$4.06b (up 28% from 3Q 2021). Net income: NT$787.2m (up 84% from 3Q 2021). Profit margin: 19% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Price Target Changed • Nov 16Price target decreased to NT$216Down from NT$261, the current price target is an average from 2 analysts. New target price is 14% above last closing price of NT$189. Stock is down 16% over the past year. The company is forecast to post earnings per share of NT$25.88 for next year compared to NT$17.01 last year.Reported Earnings • Nov 13Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: NT$8.14 (up from NT$4.88 in 3Q 2021). Revenue: NT$4.06b (up 28% from 3Q 2021). Net income: NT$787.2m (up 84% from 3Q 2021). Profit margin: 19% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Price Target Changed • Oct 21Price target decreased to NT$216Down from NT$269, the current price target is an average from 2 analysts. New target price is 26% above last closing price of NT$171. Stock is down 15% over the past year. The company is forecast to post earnings per share of NT$25.88 for next year compared to NT$17.01 last year.Major Estimate Revision • Sep 13Consensus EPS estimates increase by 20%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from NT$13.9b to NT$14.7b. EPS estimate increased from NT$21.07 to NT$25.22 per share. Net income forecast to grow 27% next year vs 3.6% decline forecast for Semiconductor industry in Taiwan. Consensus price target of NT$269 unchanged from last update. Share price rose 12% to NT$219 over the past week.Reported Earnings • Aug 11Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: NT$6.26 (up from NT$4.57 in 2Q 2021). Revenue: NT$3.20b (up 6.3% from 2Q 2021). Net income: NT$591.3m (up 47% from 2Q 2021). Profit margin: 19% (up from 13% in 2Q 2021). Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Over the next year, revenue is forecast to grow 15%, compared to a 20% growth forecast for the industry in Taiwan. 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 22% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 21Upcoming dividend of NT$8.69 per shareEligible shareholders must have bought the stock before 28 June 2022. Payment date: 29 July 2022. Payout ratio is a comfortable 45% but the company is paying out more than the cash it is generating. Trailing yield: 4.4%. Lower than top quartile of Taiwanese dividend payers (6.3%). Higher than average of industry peers (3.4%).Reported Earnings • May 13First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: NT$5.93 (up from NT$3.45 in 1Q 2021). Revenue: NT$3.41b (up 26% from 1Q 2021). Net income: NT$524.3m (up 75% from 1Q 2021). Profit margin: 15% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Over the next year, revenue is forecast to grow 15%, compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 24% per year.Reported Earnings • Mar 05Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: NT$17.01 (up from NT$14.91 in FY 2020). Revenue: NT$12.2b (up 23% from FY 2020). Net income: NT$1.49b (up 21% from FY 2020). Profit margin: 12% (in line with FY 2020). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 18%. Over the next year, revenue is forecast to grow 13%, compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 17% per year.Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$224, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 77% over the past three years.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$4.88 (vs NT$4.03 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$3.18b (up 20% from 3Q 2020). Net income: NT$428.6m (up 29% from 3Q 2020). Profit margin: 14% (up from 13% 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 12% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Aug 18Upcoming dividend of NT$6.98 per shareEligible shareholders must have bought the stock before 25 August 2021. Payment date: 23 September 2021. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.2%).Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$4.57 (vs NT$4.68 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: NT$3.01b (up 13% from 2Q 2020). Net income: NT$401.0m (up 3.6% from 2Q 2020). Profit margin: 13% (down from 15% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 10% per year.Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$3.45 (vs NT$2.86 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: NT$2.70b (up 29% from 1Q 2020). Net income: NT$299.1m (up 27% from 1Q 2020). Profit margin: 11% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 1% per year and the company’s share price has also increased by 1% per year.分析記事 • Apr 26Foxsemicon Integrated Technology (TPE:3413) Looks To Prolong Its Impressive ReturnsIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$273, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total returns to shareholders of 36% over the past three years.お知らせ • Mar 09Foxsemicon Integrated Technology Inc., Annual General Meeting, May 25, 2021Foxsemicon Integrated Technology Inc., Annual General Meeting, May 25, 2021.分析記事 • Mar 08Why Foxsemicon Integrated Technology Inc. (TPE:3413) Is A Top Dividend StockDividend paying stocks like Foxsemicon Integrated Technology Inc. ( TPE:3413 ) tend to be popular with investors, and...Analyst Estimate Surprise Post Earnings • Feb 28Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.0006%. Earnings per share (EPS) missed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 15%, compared to a 17% growth forecast for the Semiconductor industry in Taiwan.Reported Earnings • Feb 27Full year 2020 earnings released: EPS NT$14.91 (vs NT$7.85 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$9.94b (up 36% from FY 2019). Net income: NT$1.23b (up 90% from FY 2019). Profit margin: 12% (up from 8.9% in FY 2019). 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 whereas the company’s share price has increased by 2% per year.Is New 90 Day High Low • Feb 24New 90-day high: NT$259The company is up 26% from its price of NT$205 on 26 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 33% over the same period.分析記事 • Feb 18When Should You Buy Foxsemicon Integrated Technology Inc. (TPE:3413)?Foxsemicon Integrated Technology Inc. ( TPE:3413 ), might not be a large cap stock, but it received a lot of attention...お知らせ • Feb 10SmartBreast Announces Molecular Breast Imaging Partnership with Foxsemicon Integrated Technology IncSmartBreast Corporation announced that it has formed a partnership with FoxSemicon Integrated Technologies Inc. (FITI) to manufacture Molecular Breast Imaging (MBI) systems. FITI has invested substantially in SmartBreast and will be the contract manufacturer for two MBI systems recently acquired by SmartBreast: the GE Healthcare Discovery NM 750b and the Dilon Technologies D6800. SmartBreast will rebrand the two systems as "EVE CLEAR SCAN™" e750 and e680, respectively. Together, SmartBreast and FITI will co-develop and manufacture innovative, cost-effective, next-generation MBI systems to further increase the efficacy of detecting cancer in the earlier stage. The company will integrate stereotactic MBI-guided biopsy and 3D-MBI technology to further enhance functionality.分析記事 • Feb 05Foxsemicon Integrated Technology (TPE:3413) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Jan 19Should You Invest In Foxsemicon Integrated Technology (TPE:3413)?What are the early trends we should look for to identify a stock that could multiply in value over the long term...Is New 90 Day High Low • Jan 14New 90-day high: NT$232The company is up 29% from its price of NT$179 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 34% over the same period.分析記事 • Jan 04Are Robust Financials Driving The Recent Rally In Foxsemicon Integrated Technology Inc.'s (TPE:3413) Stock?Foxsemicon Integrated Technology (TPE:3413) has had a great run on the share market with its stock up by a significant...分析記事 • Dec 20Foxsemicon Integrated Technology (TPE:3413) Has Gifted Shareholders With A Fantastic 241% Total Return On Their InvestmentThe worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...分析記事 • Dec 07Why Foxsemicon Integrated Technology Inc. (TPE:3413) Is A Dividend RockstarDividend paying stocks like Foxsemicon Integrated Technology Inc. ( TPE:3413 ) tend to be popular with investors, and...分析記事 • Nov 23Estimating The Intrinsic Value Of Foxsemicon Integrated Technology Inc. (TPE:3413)In this article we are going to estimate the intrinsic value of Foxsemicon Integrated Technology Inc. (TPE:3413) by...Is New 90 Day High Low • Nov 20New 90-day high: NT$207The company is up 12% from its price of NT$185 on 21 August 2020. The Taiwanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$248 per share.株主還元3413TW SemiconductorTW 市場7D-0.2%-1.9%-1.2%1Y7.8%137.4%90.3%株主還元を見る業界別リターン: 3413過去 1 年間で137.4 % の収益を上げたTW Semiconductor業界を下回りました。リターン対市場: 3413は、過去 1 年間で90.3 % のリターンを上げたTW市場を下回りました。価格変動Is 3413's price volatile compared to industry and market?3413 volatility3413 Average Weekly Movement6.2%Semiconductor Industry Average Movement9.7%Market Average Movement6.2%10% most volatile stocks in TW Market12.3%10% least volatile stocks in TW Market2.5%安定した株価: 3413 、 TW市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 3413の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2001n/aKevin Chiuwww.foxsemicon.com.twフォックスセミコン・インテグレーテッド・テクノロジー社は、台湾、米国、中国、および国際的な半導体装置のサブシステムおよびシステム統合の研究、開発、設計、製造、販売に従事している。また、TFT-LCD、ナノ機器、LED照明、LEDディスプレイ製品およびその他の応用製品、光電、通信ウェハ材料、医療機器の製造・販売にも携わっている。同社は2001年に設立され、台湾の中南市を拠点としている。もっと見るFoxsemicon Integrated Technology Inc. 基礎のまとめFoxsemicon Integrated Technology の収益と売上を時価総額と比較するとどうか。3413 基礎統計学時価総額NT$35.86b収益（TTM）NT$2.09b売上高(TTM)NT$21.53b17.1xPER（株価収益率1.7xP/Sレシオ3413 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計3413 損益計算書（TTM）収益NT$21.53b売上原価NT$16.30b売上総利益NT$5.24bその他の費用NT$3.15b収益NT$2.09b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）18.99グロス・マージン24.32%純利益率9.68%有利子負債／自己資本比率29.5%3413 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.4%現在の配当利回り58%配当性向3413 配当は確実ですか？3413 配当履歴とベンチマークを見る3413 、いつまでに購入すれば配当金を受け取れますか？Foxsemicon Integrated Technology 配当日配当落ち日May 27 2026配当支払日Jun 22 2026配当落ちまでの日数5 days配当支払日までの日数31 days3413 配当は確実ですか？3413 配当履歴とベンチマークを見るView Valuation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 08:17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Foxsemicon Integrated Technology Inc. 3 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。3 アナリスト機関Licheng ZhuangCapital Securities CorporationYen Chun WangSinoPac Securities Investment ServiceChuanchuan ChenYuanta Research
New Risk • May 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.7% Last year net profit margin: 16% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (36% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (9.7% net profit margin).
Upcoming Dividend • May 20Upcoming dividend of NT$10.98 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 22 June 2026. Payout ratio is a comfortable 58% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (1.1%).
Buy Or Sell Opportunity • Mar 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.0% to NT$307. The fair value is estimated to be NT$255, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 10% in a year. Earnings are forecast to grow by 7.4% in the next year.
Reported Earnings • Mar 08Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: NT$21.44 (down from NT$25.22 in FY 2024). Revenue: NT$20.8b (up 27% from FY 2024). Net income: NT$2.34b (down 11% from FY 2024). Profit margin: 11% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 02Foxsemicon Integrated Technology Inc., Annual General Meeting, May 27, 2026Foxsemicon Integrated Technology Inc., Annual General Meeting, May 27, 2026. Location: 2 floor no,16, k`o chung rd., jhunan township hsinchu science park, miaoli county Taiwan
お知らせ • Feb 27Foxsemicon Integrated Technology Inc. announces Annual dividend, payable on June 22, 2026Foxsemicon Integrated Technology Inc. announced Annual dividend of TWD 11.0000 per share payable on June 22, 2026, ex-date on May 27, 2026 and record date on May 28, 2026.
New Risk • May 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.7% Last year net profit margin: 16% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (36% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (9.7% net profit margin).
Upcoming Dividend • May 20Upcoming dividend of NT$10.98 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 22 June 2026. Payout ratio is a comfortable 58% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (1.1%).
Buy Or Sell Opportunity • Mar 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.0% to NT$307. The fair value is estimated to be NT$255, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 10% in a year. Earnings are forecast to grow by 7.4% in the next year.
Reported Earnings • Mar 08Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: NT$21.44 (down from NT$25.22 in FY 2024). Revenue: NT$20.8b (up 27% from FY 2024). Net income: NT$2.34b (down 11% from FY 2024). Profit margin: 11% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 02Foxsemicon Integrated Technology Inc., Annual General Meeting, May 27, 2026Foxsemicon Integrated Technology Inc., Annual General Meeting, May 27, 2026. Location: 2 floor no,16, k`o chung rd., jhunan township hsinchu science park, miaoli county Taiwan
お知らせ • Feb 27Foxsemicon Integrated Technology Inc. announces Annual dividend, payable on June 22, 2026Foxsemicon Integrated Technology Inc. announced Annual dividend of TWD 11.0000 per share payable on June 22, 2026, ex-date on May 27, 2026 and record date on May 28, 2026.
Buy Or Sell Opportunity • Feb 26Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.8% to NT$318. The fair value is estimated to be NT$264, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 10% in a year. Earnings are forecast to decline by 3.3% in the next year.
New Risk • Jan 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. High level of non-cash earnings (35% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Price Target Changed • Dec 24Price target decreased by 9.2% to NT$331Down from NT$365, the current price target is an average from 2 analysts. New target price is 16% above last closing price of NT$286. Stock is down 8.3% over the past year. The company is forecast to post earnings per share of NT$21.51 for next year compared to NT$25.22 last year.
New Risk • Dec 02New 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 6.5% 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 High level of non-cash earnings (35% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change).
Reported Earnings • Nov 12Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: NT$6.10 (up from NT$5.52 in 3Q 2024). Revenue: NT$5.54b (up 20% from 3Q 2024). Net income: NT$667.0m (up 15% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 12Second quarter 2025 earnings released: EPS: NT$3.41 (vs NT$6.75 in 2Q 2024)Second quarter 2025 results: EPS: NT$3.41 (down from NT$6.75 in 2Q 2024). Revenue: NT$5.20b (up 40% from 2Q 2024). Net income: NT$368.6m (down 47% from 2Q 2024). Profit margin: 7.1% (down from 19% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jun 13Upcoming dividend of NT$14.42 per shareEligible shareholders must have bought the stock before 20 June 2025. Payment date: 18 July 2025. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 4.8%. Lower than top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (2.3%).
お知らせ • Jun 05Foxsemicon Integrated Technology Inc. Approves Cash DividendFoxsemicon Integrated Technology Inc. approved cash dividend. Type and monetary amount of original dividend distribution: Total cash dividend TWD 1,564,135,097, TWD 14.5 per share. Type and monetary amount of dividend distribution after the change: Total cash dividend TWD 1,564,135,097, TWD 14.42492117 per share. Reason for the change: Due to the execution of employee stockoptions and the convertible bonds be transferred to common stocks. The total amount of outstanding shares of common stock has changed. Therefore, the company adjusts the payout ratio of cash dividend. Date of the resolution of the board of directors or shareholders meeting: June 4, 2025.
Reported Earnings • May 14First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: NT$6.71 (up from NT$5.52 in 1Q 2024). Revenue: NT$4.87b (up 47% from 1Q 2024). Net income: NT$724.0m (up 33% from 1Q 2024). Profit margin: 15% (down from 16% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 9.9%. Revenue is forecast to grow 9.2% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • May 08Now 22% overvaluedOver the last 90 days, the stock has fallen 5.9% to NT$296. The fair value is estimated to be NT$243, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 5.2%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.
お知らせ • May 03Foxsemicon Integrated Technology Inc. to Report Q1, 2025 Results on May 09, 2025Foxsemicon Integrated Technology Inc. announced that they will report Q1, 2025 results on May 09, 2025
お知らせ • Apr 24Foxsemicon Integrated Technology Inc. (TWSE:3413) agreed to acquire 51% stake in Fairtech Corporation for TWD 2.0 billion.Foxsemicon Integrated Technology Inc. (TWSE:3413) agreed to acquire 51% stake in Fairtech Corporation for TWD 2.0 billion on April 23, 2025. A cash consideration of TWD 2.01 billion valued at TWD 138 per share will be paid by Foxsemicon Integrated Technology Inc. As part of consideration, TWD 2.01 billion is paid towards common equity of Fairtech Corporation. The transaction has been approved by the board of Foxsemicon Integrated Technology Inc. The transaction will be financed through equity investment of TWD 2.01 billion.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$226, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$251 per share.
分析記事 • Mar 17Foxsemicon Integrated Technology (TWSE:3413) Has Announced That It Will Be Increasing Its Dividend To NT$14.50Foxsemicon Integrated Technology Inc. ( TWSE:3413 ) has announced that it will be increasing its dividend from last...
分析記事 • Mar 02Foxsemicon Integrated Technology (TWSE:3413) Is Paying Out A Larger Dividend Than Last YearFoxsemicon Integrated Technology Inc. ( TWSE:3413 ) has announced that it will be increasing its periodic dividend on...
Declared Dividend • Feb 28Dividend increased to NT$14.50Dividend of NT$14.50 is 28% higher than last year. Ex-date: 20th June 2025 Payment date: 18th July 2025 Dividend yield will be 4.5%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (466% cash payout ratio). The dividend has increased by an average of 29% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 27+ 1 more updateFoxsemicon Integrated Technology Inc., Annual General Meeting, May 28, 2025Foxsemicon Integrated Technology Inc., Annual General Meeting, May 28, 2025. Location: 2 floor no,16, k`o chung rd., jhunan township hsinchu science park, miaoli county Taiwan
お知らせ • Feb 19Foxsemicon Integrated Technology Inc. to Report Q4, 2024 Results on Feb 26, 2025Foxsemicon Integrated Technology Inc. announced that they will report Q4, 2024 results at 9:00 AM, Taipei Standard Time on Feb 26, 2025
分析記事 • Feb 03These 4 Measures Indicate That Foxsemicon Integrated Technology (TWSE:3413) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Board Change • Jan 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. President, GM & Director Yao-Quan Qiu was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Dec 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to NT$306. The fair value is estimated to be NT$386, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
分析記事 • Nov 13We Think Shareholders Should Be Aware Of Some Factors Beyond Foxsemicon Integrated Technology's (TWSE:3413) ProfitThe latest earnings release from Foxsemicon Integrated Technology Inc. ( TWSE:3413 ) disappointed investors. Our...
Reported Earnings • Nov 08Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: NT$5.52 (up from NT$4.87 in 3Q 2023). Revenue: NT$4.61b (up 55% from 3Q 2023). Net income: NT$581.9m (up 23% from 3Q 2023). Profit margin: 13% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 31Foxsemicon Integrated Technology Inc. to Report Q3, 2024 Results on Nov 06, 2024Foxsemicon Integrated Technology Inc. announced that they will report Q3, 2024 results on Nov 06, 2024
分析記事 • Oct 18Is Now An Opportune Moment To Examine Foxsemicon Integrated Technology Inc. (TWSE:3413)?While Foxsemicon Integrated Technology Inc. ( TWSE:3413 ) might not have the largest market cap around , it received a...
分析記事 • Sep 13Foxsemicon Integrated Technology (TWSE:3413) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$365, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$255 per share.
Major Estimate Revision • Sep 07Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from NT$15.0b to NT$15.8b. EPS estimate increased from NT$21.05 to NT$24.48 per share. Net income forecast to grow 13% next year vs 31% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$365 to NT$390. Share price was steady at NT$345 over the past week.
分析記事 • Aug 29Foxsemicon Integrated Technology (TWSE:3413) Could Be Struggling To Allocate CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
New Risk • Aug 20New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.4% average weekly change). Shareholders have been diluted in the past year (5.7% increase in shares outstanding).
Reported Earnings • Aug 13Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: NT$6.75 (up from NT$6.24 in 2Q 2023). Revenue: NT$3.72b (up 13% from 2Q 2023). Net income: NT$696.3m (up 15% from 2Q 2023). Profit margin: 19% (in line with 2Q 2023). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 02Foxsemicon Integrated Technology Inc. to Report Q2, 2024 Results on Aug 09, 2024Foxsemicon Integrated Technology Inc. announced that they will report Q2, 2024 results on Aug 09, 2024
New Risk • Jul 26New 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 6.5% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.5% average weekly change).
Price Target Changed • Jul 24Price target decreased by 15% to NT$349Down from NT$410, the current price target is an average from 3 analysts. New target price is 7.4% above last closing price of NT$325. Stock is up 79% over the past year. The company is forecast to post earnings per share of NT$21.04 for next year compared to NT$20.48 last year.
Price Target Changed • Jul 08Price target increased by 16% to NT$410Up from NT$353, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of NT$397. Stock is up 119% over the past year. The company is forecast to post earnings per share of NT$21.04 for next year compared to NT$20.48 last year.
分析記事 • Jul 05Foxsemicon Integrated Technology Inc.'s (TWSE:3413) Shares Bounce 27% But Its Business Still Trails The MarketFoxsemicon Integrated Technology Inc. ( TWSE:3413 ) shareholders have had their patience rewarded with a 27% share...
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$364, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 80% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$159 per share.
Upcoming Dividend • Jun 18Upcoming dividend of NT$11.30 per shareEligible shareholders must have bought the stock before 25 June 2024. Payment date: 15 July 2024. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.1%).
Reported Earnings • May 18First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: NT$5.52 (up from NT$4.15 in 1Q 2023). Revenue: NT$3.32b (down 2.4% from 1Q 2023). Net income: NT$545.5m (up 35% from 1Q 2023). Profit margin: 16% (up from 12% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 12% per year.
お知らせ • May 05Foxsemicon Integrated Technology Inc. to Report Q1, 2024 Results on May 10, 2024Foxsemicon Integrated Technology Inc. announced that they will report Q1, 2024 results on May 10, 2024
分析記事 • Apr 09Foxsemicon Integrated Technology (TWSE:3413) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Mar 19Weak Statutory Earnings May Not Tell The Whole Story For Foxsemicon Integrated Technology (TWSE:3413)Despite Foxsemicon Integrated Technology Inc.'s ( TWSE:3413 ) recent earnings report having lackluster headline...
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$291, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$155 per share.
Major Estimate Revision • Mar 19Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from NT$13.7b to NT$14.7b. EPS estimate increased from NT$17.41 to NT$20.77 per share. Net income forecast to grow 1.5% next year vs 24% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$212 to NT$251. Share price rose 17% to NT$291 over the past week.
分析記事 • Mar 17Foxsemicon Integrated Technology Inc. Just Beat EPS By 7.9%: Here's What Analysts Think Will Happen NextIt's been a good week for Foxsemicon Integrated Technology Inc. ( TWSE:3413 ) shareholders, because the company has...
分析記事 • Mar 15There's No Escaping Foxsemicon Integrated Technology Inc.'s (TWSE:3413) Muted Earnings Despite A 27% Share Price RiseFoxsemicon Integrated Technology Inc. ( TWSE:3413 ) shares have continued their recent momentum with a 27% gain in the...
Price Target Changed • Mar 14Price target increased by 13% to NT$234Up from NT$207, the current price target is an average from 4 analysts. New target price is 11% below last closing price of NT$263. Stock is up 37% over the past year. The company is forecast to post earnings per share of NT$20.80 for next year compared to NT$20.48 last year.
Reported Earnings • Mar 10Full year 2023 earnings released: EPS: NT$20.48 (vs NT$24.64 in FY 2022)Full year 2023 results: EPS: NT$20.48 (down from NT$24.64 in FY 2022). Revenue: NT$13.1b (down 12% from FY 2022). Net income: NT$1.99b (down 14% from FY 2022). Profit margin: 15% (in line with FY 2022). Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Mar 02Dividend reduced to NT$12.00Dividend of NT$12.00 is 13% lower than last year. Ex-date: 25th June 2024 Payment date: 15th July 2024 Dividend yield will be 4.8%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 35% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to remain steady over the next 2 years, which should provide adequate earnings cover for the dividend.
お知らせ • Mar 01+ 1 more updateFoxsemicon Integrated Technology Inc., Annual General Meeting, May 27, 2024Foxsemicon Integrated Technology Inc., Annual General Meeting, May 27, 2024. Location: 2F, No.16, Kejung Rd., Hsinchu Science Park,Chunan Township, Miaoli County, Taiwan R.O.C. Hsinchu Taiwan Agenda: To discuss Business report of 2023; to discuss Audit Committee's Review Report of 2023; to discuss 2023 employee profit sharing bonuses and director remuneration allocation; to discuss Distribution of cash dividends from profits in 2023; and to discuss other matters.
Reported Earnings • Nov 14Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: NT$4.87 (down from NT$8.14 in 3Q 2022). Revenue: NT$2.98b (down 27% from 3Q 2022). Net income: NT$473.4m (down 40% from 3Q 2022). Profit margin: 16% (down from 19% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 24%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 26Upcoming dividend of NT$13.79 per share at 6.7% yieldEligible shareholders must have bought the stock before 03 July 2023. Payment date: 31 July 2023. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 6.7%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.2%).
Major Estimate Revision • Jun 09Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$12.9b to NT$12.7b. EPS estimate also fell from NT$18.72 per share to NT$16.53 per share. Net income forecast to shrink 22% next year vs 13% decline forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$217 to NT$207. Share price was steady at NT$196 over the past week.
お知らせ • Jun 06Foxsemicon Integrated Technology Inc. Announces Dividend, Payable on July 31, 2023Foxsemicon Integrated Technology Inc. announces dividend of TWD 13.8 per share. Ex-rights (ex-dividend) trading date is July 4, 2023. Ex-rights (ex-dividend) record date is July 9, 2023Payment date of cash dividend distribution is July 31, 2023.
お知らせ • May 31Foxsemicon Integrated Technology Inc. Announces Executive ChangesFoxsemicon Integrated Technology Inc. appointed Young-Way Liu, Kevin Chiu and Jong-Khing Huang as directors; Hsi-Chih Chen, Kang-Chih Li and Ya-Hui Huang as independent directors at its shareholders meeting held on May 30, 2023.
Reported Earnings • Apr 22Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: NT$24.64 (up from NT$17.01 in FY 2021). Revenue: NT$14.8b (up 21% from FY 2021). Net income: NT$2.32b (up 56% from FY 2021). Profit margin: 16% (up from 12% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Mar 09Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$15.2b to NT$12.9b. EPS estimate fell from NT$22.24 to NT$17.22 per share. Net income forecast to shrink 16% next year vs 18% decline forecast for Semiconductor industry in Taiwan. Consensus price target of NT$217 unchanged from last update. Share price fell 4.1% to NT$197 over the past week.
Buying Opportunity • Feb 10Now 20% undervaluedOver the last 90 days, the stock is up 8.7%. The fair value is estimated to be NT$250, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 3.1% in the next 2 years.
Reported Earnings • Nov 16Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: NT$8.14 (up from NT$4.88 in 3Q 2021). Revenue: NT$4.06b (up 28% from 3Q 2021). Net income: NT$787.2m (up 84% from 3Q 2021). Profit margin: 19% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Nov 16Price target decreased to NT$216Down from NT$261, the current price target is an average from 2 analysts. New target price is 14% above last closing price of NT$189. Stock is down 16% over the past year. The company is forecast to post earnings per share of NT$25.88 for next year compared to NT$17.01 last year.
Reported Earnings • Nov 13Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: NT$8.14 (up from NT$4.88 in 3Q 2021). Revenue: NT$4.06b (up 28% from 3Q 2021). Net income: NT$787.2m (up 84% from 3Q 2021). Profit margin: 19% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Oct 21Price target decreased to NT$216Down from NT$269, the current price target is an average from 2 analysts. New target price is 26% above last closing price of NT$171. Stock is down 15% over the past year. The company is forecast to post earnings per share of NT$25.88 for next year compared to NT$17.01 last year.
Major Estimate Revision • Sep 13Consensus EPS estimates increase by 20%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from NT$13.9b to NT$14.7b. EPS estimate increased from NT$21.07 to NT$25.22 per share. Net income forecast to grow 27% next year vs 3.6% decline forecast for Semiconductor industry in Taiwan. Consensus price target of NT$269 unchanged from last update. Share price rose 12% to NT$219 over the past week.
Reported Earnings • Aug 11Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: NT$6.26 (up from NT$4.57 in 2Q 2021). Revenue: NT$3.20b (up 6.3% from 2Q 2021). Net income: NT$591.3m (up 47% from 2Q 2021). Profit margin: 19% (up from 13% in 2Q 2021). Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Over the next year, revenue is forecast to grow 15%, compared to a 20% growth forecast for the industry in Taiwan. 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 22% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 21Upcoming dividend of NT$8.69 per shareEligible shareholders must have bought the stock before 28 June 2022. Payment date: 29 July 2022. Payout ratio is a comfortable 45% but the company is paying out more than the cash it is generating. Trailing yield: 4.4%. Lower than top quartile of Taiwanese dividend payers (6.3%). Higher than average of industry peers (3.4%).
Reported Earnings • May 13First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: NT$5.93 (up from NT$3.45 in 1Q 2021). Revenue: NT$3.41b (up 26% from 1Q 2021). Net income: NT$524.3m (up 75% from 1Q 2021). Profit margin: 15% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Over the next year, revenue is forecast to grow 15%, compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 24% per year.
Reported Earnings • Mar 05Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: NT$17.01 (up from NT$14.91 in FY 2020). Revenue: NT$12.2b (up 23% from FY 2020). Net income: NT$1.49b (up 21% from FY 2020). Profit margin: 12% (in line with FY 2020). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 18%. Over the next year, revenue is forecast to grow 13%, compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 17% per year.
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$224, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 77% over the past three years.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$4.88 (vs NT$4.03 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$3.18b (up 20% from 3Q 2020). Net income: NT$428.6m (up 29% from 3Q 2020). Profit margin: 14% (up from 13% 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 12% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Aug 18Upcoming dividend of NT$6.98 per shareEligible shareholders must have bought the stock before 25 August 2021. Payment date: 23 September 2021. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.2%).
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$4.57 (vs NT$4.68 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: NT$3.01b (up 13% from 2Q 2020). Net income: NT$401.0m (up 3.6% from 2Q 2020). Profit margin: 13% (down from 15% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 10% per year.
Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$3.45 (vs NT$2.86 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: NT$2.70b (up 29% from 1Q 2020). Net income: NT$299.1m (up 27% from 1Q 2020). Profit margin: 11% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 1% per year and the company’s share price has also increased by 1% per year.
分析記事 • Apr 26Foxsemicon Integrated Technology (TPE:3413) Looks To Prolong Its Impressive ReturnsIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$273, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total returns to shareholders of 36% over the past three years.
お知らせ • Mar 09Foxsemicon Integrated Technology Inc., Annual General Meeting, May 25, 2021Foxsemicon Integrated Technology Inc., Annual General Meeting, May 25, 2021.
分析記事 • Mar 08Why Foxsemicon Integrated Technology Inc. (TPE:3413) Is A Top Dividend StockDividend paying stocks like Foxsemicon Integrated Technology Inc. ( TPE:3413 ) tend to be popular with investors, and...
Analyst Estimate Surprise Post Earnings • Feb 28Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.0006%. Earnings per share (EPS) missed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 15%, compared to a 17% growth forecast for the Semiconductor industry in Taiwan.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS NT$14.91 (vs NT$7.85 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$9.94b (up 36% from FY 2019). Net income: NT$1.23b (up 90% from FY 2019). Profit margin: 12% (up from 8.9% in FY 2019). 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 whereas the company’s share price has increased by 2% per year.
Is New 90 Day High Low • Feb 24New 90-day high: NT$259The company is up 26% from its price of NT$205 on 26 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 33% over the same period.
分析記事 • Feb 18When Should You Buy Foxsemicon Integrated Technology Inc. (TPE:3413)?Foxsemicon Integrated Technology Inc. ( TPE:3413 ), might not be a large cap stock, but it received a lot of attention...
お知らせ • Feb 10SmartBreast Announces Molecular Breast Imaging Partnership with Foxsemicon Integrated Technology IncSmartBreast Corporation announced that it has formed a partnership with FoxSemicon Integrated Technologies Inc. (FITI) to manufacture Molecular Breast Imaging (MBI) systems. FITI has invested substantially in SmartBreast and will be the contract manufacturer for two MBI systems recently acquired by SmartBreast: the GE Healthcare Discovery NM 750b and the Dilon Technologies D6800. SmartBreast will rebrand the two systems as "EVE CLEAR SCAN™" e750 and e680, respectively. Together, SmartBreast and FITI will co-develop and manufacture innovative, cost-effective, next-generation MBI systems to further increase the efficacy of detecting cancer in the earlier stage. The company will integrate stereotactic MBI-guided biopsy and 3D-MBI technology to further enhance functionality.
分析記事 • Feb 05Foxsemicon Integrated Technology (TPE:3413) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Jan 19Should You Invest In Foxsemicon Integrated Technology (TPE:3413)?What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Is New 90 Day High Low • Jan 14New 90-day high: NT$232The company is up 29% from its price of NT$179 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 34% over the same period.
分析記事 • Jan 04Are Robust Financials Driving The Recent Rally In Foxsemicon Integrated Technology Inc.'s (TPE:3413) Stock?Foxsemicon Integrated Technology (TPE:3413) has had a great run on the share market with its stock up by a significant...
分析記事 • Dec 20Foxsemicon Integrated Technology (TPE:3413) Has Gifted Shareholders With A Fantastic 241% Total Return On Their InvestmentThe worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...
分析記事 • Dec 07Why Foxsemicon Integrated Technology Inc. (TPE:3413) Is A Dividend RockstarDividend paying stocks like Foxsemicon Integrated Technology Inc. ( TPE:3413 ) tend to be popular with investors, and...
分析記事 • Nov 23Estimating The Intrinsic Value Of Foxsemicon Integrated Technology Inc. (TPE:3413)In this article we are going to estimate the intrinsic value of Foxsemicon Integrated Technology Inc. (TPE:3413) by...
Is New 90 Day High Low • Nov 20New 90-day high: NT$207The company is up 12% from its price of NT$185 on 21 August 2020. The Taiwanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$248 per share.
