View Future GrowthFoxsemicon Integrated Technology 過去の業績過去 基準チェック /16Foxsemicon Integrated Technologyは、平均年間19.6%の収益成長を遂げていますが、 Semiconductor業界の収益は、年間 減少しています。収益は、平均年間5.2% 20.2%収益成長率で 成長しています。 Foxsemicon Integrated Technologyの自己資本利益率は12.7%であり、純利益率は9.7%です。主要情報19.58%収益成長率15.13%EPS成長率Semiconductor 業界の成長19.89%収益成長率20.18%株主資本利益率12.73%ネット・マージン9.68%前回の決算情報31 Mar 2026最近の業績更新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.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.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.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 • 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すべての更新を表示Recent updatesBuy Or Sell Opportunity • May 27Now 25% undervaluedThe stock has been flat over the last 90 days, currently trading at NT$315. The fair value is estimated to be NT$418, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 6.5%. Revenue is forecast to grow by 16% in a year. Earnings are forecast to grow by 28% in the next year.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, 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...収支内訳Foxsemicon Integrated Technology の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TWSE:3413 収益、費用、利益 ( )TWD Millions日付収益収益G+A経費研究開発費31 Mar 2621,5342,0851,51476331 Dec 2520,8422,3361,42670530 Sep 2536,8685,1612,3641,22730 Jun 2535,9385,0762,2591,18831 Mar 2518,0022,7911,13259431 Dec 2416,4542,6131,06156530 Sep 2428,0864,3191,8581,03630 Jun 2426,4514,2111,8021,01531 Mar 2426,0224,1241,7631,01831 Dec 2326,1033,9811,7511,01830 Sep 2313,8531,90290255030 Jun 2314,9312,22093856731 Mar 2314,8362,19895054531 Dec 2214,8432,32094554730 Sep 2214,0232,26385651630 Jun 2213,1501,90178148531 Mar 2212,9591,71472046831 Dec 2112,2461,48966843730 Sep 2111,4301,40665640130 Jun 2110,9031,31062237131 Mar 2110,5531,29660435031 Dec 209,9421,23459731630 Sep 209,6791,23055428730 Jun 208,7891,07152828631 Mar 207,79379950028831 Dec 197,30664949630630 Sep 196,94758654133930 Jun 197,60575857234931 Mar 198,6321,00961136131 Dec 189,3051,16361236830 Sep 189,7131,21360933830 Jun 189,2311,16262429931 Mar 188,6901,11759126031 Dec 178,1681,07353320530 Sep 177,9681,04951015830 Jun 177,99094543311931 Mar 177,2467624088131 Dec 167,8386424116030 Sep 167,5395753775430 Jun 166,9865493955531 Mar 166,7505133805231 Dec 155,4095153765430 Sep 154,6983633664830 Jun 154,25324237651質の高い収益: 3413 非現金収入 のレベルが高いです。利益率の向上: 3413の現在の純利益率 (9.7%)は、昨年(15.5%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 3413の収益は過去 5 年間で年間19.6%増加しました。成長の加速: 3413は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 3413は過去 1 年間で収益成長率がマイナス ( -25.3% ) となったため、 Semiconductor業界平均 ( 3.4% ) と比較することが困難です。株主資本利益率高いROE: 3413の 自己資本利益率 ( 12.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSemiconductors 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/18 20:20終値2026/06/18 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
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.
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.
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.
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 • 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
Buy Or Sell Opportunity • May 27Now 25% undervaluedThe stock has been flat over the last 90 days, currently trading at NT$315. The fair value is estimated to be NT$418, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 6.5%. Revenue is forecast to grow by 16% in a year. Earnings are forecast to grow by 28% in the next year.
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...