Machvision（3563）株式概要Machvision Inc.は、台湾で半導体およびプリント基板（PCB）業界向けのマシンビジョンシステムを開発・販売している。 詳細3563 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績5/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より28.7%で取引されている 収益は年間38.77%増加すると予測されています 過去1年間で収益は68.2%増加しました リスク分析1.87%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る3563 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$742.0069.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture017b2016201920222025202620282031Revenue NT$16.8bEarnings NT$5.2bAdvancedSet Fair ValueView all narrativesMachvision Inc. 競合他社Gudeng Precision IndustrialSymbol: TPEX:3680Market cap: NT$49.8bTaiwan PuriticSymbol: TPEX:6826Market cap: NT$48.1bFoxsemicon Integrated TechnologySymbol: TWSE:3413Market cap: NT$34.3bAblePrint TechnologySymbol: TPEX:7734Market cap: NT$88.4b価格と性能株価の高値、安値、推移の概要Machvision過去の株価現在の株価NT$692.0052週高値NT$997.0052週安値NT$405.91ベータ0.501ヶ月の変化-14.25%3ヶ月変化7.79%1年変化30.34%3年間の変化238.31%5年間の変化201.47%IPOからの変化2,251.67%最新ニュースBuy Or Sell Opportunity • Jun 08Now 24% undervaluedOver the last 90 days, the stock has risen 27% to NT$734. The fair value is estimated to be NT$969, 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 20%.Declared Dividend • May 27Dividend of NT$12.00 announcedShareholders will receive a dividend of NT$12.00. Ex-date: 29th June 2026 Payment date: 24th July 2026 Dividend yield will be 1.5%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 05First quarter 2026 earnings released: EPS: NT$4.00 (vs NT$4.75 in 1Q 2025)First quarter 2026 results: EPS: NT$4.00 (down from NT$4.75 in 1Q 2025). Revenue: NT$863.4m (up 9.0% from 1Q 2025). Net income: NT$294.8m (down 2.9% from 1Q 2025). Profit margin: 34% (down from 38% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 39% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$916, the stock trades at a trailing P/E ratio of 58x. Average forward P/E is 23x in the Semiconductor industry in Taiwan. Total returns to shareholders of 480% over the past three years.Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$700, the stock trades at a trailing P/E ratio of 44.3x. Average trailing P/E is 37x in the Semiconductor industry in Taiwan. Total returns to shareholders of 346% over the past three years.New Risk • Mar 06New 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 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.7% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (103% cash payout ratio). Share price has been volatile over the past 3 months (7.4% average weekly change).最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • Jun 08Now 24% undervaluedOver the last 90 days, the stock has risen 27% to NT$734. The fair value is estimated to be NT$969, 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 20%.Declared Dividend • May 27Dividend of NT$12.00 announcedShareholders will receive a dividend of NT$12.00. Ex-date: 29th June 2026 Payment date: 24th July 2026 Dividend yield will be 1.5%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 05First quarter 2026 earnings released: EPS: NT$4.00 (vs NT$4.75 in 1Q 2025)First quarter 2026 results: EPS: NT$4.00 (down from NT$4.75 in 1Q 2025). Revenue: NT$863.4m (up 9.0% from 1Q 2025). Net income: NT$294.8m (down 2.9% from 1Q 2025). Profit margin: 34% (down from 38% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 39% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$916, the stock trades at a trailing P/E ratio of 58x. Average forward P/E is 23x in the Semiconductor industry in Taiwan. Total returns to shareholders of 480% over the past three years.Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$700, the stock trades at a trailing P/E ratio of 44.3x. Average trailing P/E is 37x in the Semiconductor industry in Taiwan. Total returns to shareholders of 346% over the past three years.New Risk • Mar 06New 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 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.7% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (103% cash payout ratio). Share price has been volatile over the past 3 months (7.4% average weekly change).Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$570, the stock trades at a trailing P/E ratio of 36.1x. Average trailing P/E is 36x in the Semiconductor industry in Taiwan. Total returns to shareholders of 278% over the past three years.New Risk • Feb 13New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 95% Dividend yield: 2.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.7% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (95% cash payout ratio).お知らせ • Feb 11Machvision Inc., Annual General Meeting, May 25, 2026Machvision Inc., Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 2 floor no,1, kung yeh tung 2nd rd., hsinchu science park, hsinchu city TaiwanReported Earnings • Feb 11Full year 2025 earnings released: EPS: NT$15.80 (vs NT$5.02 in FY 2024)Full year 2025 results: EPS: NT$15.80 (up from NT$5.02 in FY 2024). Revenue: NT$3.19b (up 108% from FY 2024). Net income: NT$1.01b (up 215% from FY 2024). Profit margin: 32% (up from 21% in FY 2024). The increase in margin was driven by higher revenue. 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 53% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$516, the stock trades at a trailing P/E ratio of 35.1x. Average trailing P/E is 29x in the Semiconductor industry in Taiwan. Total returns to shareholders of 325% over the past three years.Reported Earnings • Nov 03Third quarter 2025 earnings released: EPS: NT$3.86 (vs NT$0.59 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.86 (up from NT$0.59 in 3Q 2024). Revenue: NT$767.2m (up 121% from 3Q 2024). Net income: NT$224.6m (up NT$190.0m from 3Q 2024). Profit margin: 29% (up from 10.0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 63% per year, which means it is well ahead of earnings.Upcoming Dividend • Oct 28Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 04 November 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (1.5%).Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$566, the stock trades at a trailing P/E ratio of 43.8x. Average trailing P/E is 30x in the Semiconductor industry in Taiwan. Total returns to shareholders of 301% over the past three years.Reported Earnings • Jul 30Second quarter 2025 earnings released: EPS: NT$4.19 (vs NT$1.52 in 2Q 2024)Second quarter 2025 results: EPS: NT$4.19 (up from NT$1.52 in 2Q 2024). Revenue: NT$968.7m (up 211% from 2Q 2024). Net income: NT$243.9m (up 177% from 2Q 2024). Profit margin: 25% (down from 28% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 53% per year, which means it is well ahead of earnings.Declared Dividend • May 31Dividend of NT$5.00 announcedShareholders will receive a dividend of NT$5.00. Ex-date: 16th June 2025 Payment date: 15th July 2025 Dividend yield will be 1.1%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 59%. Cash payout ratio: 73%.お知らせ • May 30Machvision Inc. Announces Distribution of Cash Dividends, Payable on July 15, 2025Machvision Inc. announced distribution of Cash Dividends of total amount TWD 290,731,170, TWD 5 (Per Share). Ex-rights (ex-dividend) trading date: June 16, 2025. Ex-rights (ex-dividend) record date: June 22, 2025. Payment date of common stock cash dividend distribution: July 15, 2025.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$480, the stock trades at a trailing P/E ratio of 46.9x. Average trailing P/E is 24x in the Semiconductor industry in Taiwan. Total returns to shareholders of 205% over the past three years.Reported Earnings • Apr 30Full year 2024 earnings released: EPS: NT$5.52 (vs NT$8.21 in FY 2023)Full year 2024 results: EPS: NT$5.52 (down from NT$8.21 in FY 2023). Revenue: NT$1.53b (down 13% from FY 2023). Net income: NT$320.8m (down 25% from FY 2023). Profit margin: 21% (down from 24% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.お知らせ • Apr 22Machvision Inc. to Report Q1, 2025 Results on Apr 29, 2025Machvision Inc. announced that they will report Q1, 2025 results on Apr 29, 2025New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.3% average weekly change). Earnings have declined by 19% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (11% net profit margin).分析記事 • Mar 05Machvision Inc.'s (TWSE:3563) 41% Share Price Surge Not Quite Adding UpMachvision Inc. ( TWSE:3563 ) shareholders would be excited to see that the share price has had a great month, posting...お知らせ • Feb 13Machvision Inc., Annual General Meeting, May 29, 2025Machvision Inc., Annual General Meeting, May 29, 2025, at 09:00 Taipei Standard Time. Location: 2 floor no,1, kung yeh tung 2nd rd., hsinchu science park, hsinchu city Taiwanお知らせ • Feb 04Machvision Inc. to Report Fiscal Year 2024 Results on Feb 11, 2025Machvision Inc. announced that they will report fiscal year 2024 results on Feb 11, 2025New Risk • Jan 29New 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 6.2% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 315% Cash payout ratio: 116% Earnings have declined by 19% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Profit margins are more than 30% lower than last year (11% net profit margin).分析記事 • Jan 08There's Reason For Concern Over Machvision Inc.'s (TWSE:3563) PriceWhen you see that almost half of the companies in the Semiconductor industry in Taiwan have price-to-sales ratios (or...New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.分析記事 • Nov 07There May Be Reason For Hope In Machvision's (TWSE:3563) Disappointing EarningsShareholders appeared unconcerned with Machvision Inc.'s ( TWSE:3563 ) lackluster earnings report last week. Our...Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: NT$0.59 (vs NT$2.14 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.59 (down from NT$2.14 in 3Q 2023). Revenue: NT$346.7m (down 17% from 3Q 2023). Net income: NT$34.5m (down 72% from 3Q 2023). Profit margin: 10.0% (down from 30% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Oct 22Machvision Inc. to Report Q3, 2024 Results on Oct 29, 2024Machvision Inc. announced that they will report Q3, 2024 results on Oct 29, 2024Upcoming Dividend • Aug 13Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 20 August 2024. Payment date: 16 September 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.2%. Lower than top quartile of Taiwanese dividend payers (4.5%). In line with average of industry peers (2.2%).Reported Earnings • Aug 05Second quarter 2024 earnings released: EPS: NT$1.52 (vs NT$3.62 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.52 (down from NT$3.62 in 2Q 2023). Revenue: NT$311.6m (down 46% from 2Q 2023). Net income: NT$88.1m (down 47% from 2Q 2023). Profit margin: 28% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Jul 23Machvision Inc. to Report Q2, 2024 Results on Jul 30, 2024Machvision Inc. announced that they will report Q2, 2024 results on Jul 30, 2024分析記事 • Jul 18Machvision Inc.'s (TWSE:3563) Business Is Trailing The Market But Its Shares Aren'tWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") below 23x, you may consider...分析記事 • Jun 16Machvision (TWSE:3563) Has Announced A Dividend Of NT$6.00The board of Machvision Inc. ( TWSE:3563 ) has announced that it will pay a dividend of NT$6.00 per share on the 12th...分析記事 • Jun 02Machvision (TWSE:3563) Will Pay A Dividend Of NT$6.00Machvision Inc.'s ( TWSE:3563 ) investors are due to receive a payment of NT$6.00 per share on 12th of July. This means...Declared Dividend • Jun 01Dividend reduced to NT$6.00Dividend of NT$6.00 is 25% lower than last year. Ex-date: 17th June 2024 Payment date: 12th July 2024 Dividend yield will be 1.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (130% earnings payout ratio) nor is it covered by cash flows (119% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 44% to bring the payout ratio under control. However, EPS has declined by 31% over the last 5 years so the company would need to reverse this trend.分析記事 • May 09Earnings Troubles May Signal Larger Issues for Machvision (TWSE:3563) ShareholdersLast week's earnings announcement from Machvision Inc. ( TWSE:3563 ) was disappointing to investors, with a sluggish...Reported Earnings • May 03First quarter 2024 earnings released: EPS: NT$0.50 (vs NT$3.50 in 1Q 2023)First quarter 2024 results: EPS: NT$0.50 (down from NT$3.50 in 1Q 2023). Revenue: NT$267.6m (down 50% from 1Q 2023). Net income: NT$28.9m (down 82% from 1Q 2023). Profit margin: 11% (down from 30% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Apr 24Machvision Inc. to Report Q1, 2024 Results on Apr 30, 2024Machvision Inc. announced that they will report Q1, 2024 results on Apr 30, 2024New Risk • Apr 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.6% average weekly change). Earnings have declined by 18% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (30% increase in shares outstanding).分析記事 • Mar 29There's Reason For Concern Over Machvision Inc.'s (TWSE:3563) Massive 30% Price JumpMachvision Inc. ( TWSE:3563 ) shares have continued their recent momentum with a 30% gain in the last month alone. The...Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$375, the stock trades at a trailing P/E ratio of 51.1x. Average trailing P/E is 30x in the Semiconductor industry in Taiwan. Total returns to shareholders of 52% over the past three years.お知らせ • Mar 08+ 1 more updateMachvision Inc., Annual General Meeting, May 30, 2024Machvision Inc., Annual General Meeting, May 30, 2024. Location: NINI Life Square(No.2-1, Xin' an Rd Hsinchu Science Park, Hsinchu City, 300, Taiwan) Hsinchu City Taiwan Agenda: TO consider 2023 business report; TO consider Audit Committee's report of 2023 audited financial report; TO consider2023 distributable compensation for employees and directors; TO consider 2023 earning distribution and capital surplus cash dividend; TO consider The Implementation of the Company 2023 private placement and issuance of new shares; TO consider Cause for convening the meeting.Reported Earnings • Feb 08Full year 2023 earnings released: EPS: NT$8.21 (vs NT$13.36 in FY 2022)Full year 2023 results: EPS: NT$8.21 (down from NT$13.36 in FY 2022). Revenue: NT$1.76b (down 16% from FY 2022). Net income: NT$425.9m (down 29% from FY 2022). Profit margin: 24% (down from 28% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.New Risk • Jan 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 17% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (115% cash payout ratio). Share price has been volatile over the past 3 months (5.7% average weekly change). Shareholders have been diluted in the past year (30% increase in shares outstanding).Valuation Update With 7 Day Price Move • Jan 25Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$268, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 27x in the Semiconductor industry in Taiwan. Total returns to shareholders of 19% over the past three years.Upcoming Dividend • Nov 13Upcoming dividend of NT$1.00 per share at 5.4% yieldEligible shareholders must have bought the stock before 20 November 2023. Payment date: 14 December 2023. Payout ratio is a comfortable 69% and the cash payout ratio is 98%. Trailing yield: 5.4%. Lower than top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.2%).Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: NT$2.14 (vs NT$3.09 in 3Q 2022)Third quarter 2023 results: EPS: NT$2.14 (down from NT$3.09 in 3Q 2022). Revenue: NT$415.3m (down 6.5% from 3Q 2022). Net income: NT$124.6m (down 9.9% from 3Q 2022). Profit margin: 30% (down from 31% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 02Machvision Inc. Announces Cash Dividend, Payable on December 14, 2023Machvision Inc. announced that cash dividend, Total Amount TWD 58,146,234. TWD 1(Per Share). Ex-rights (ex-dividend) trading date is November 20, 2023. Ex-rights (ex-dividend) record date is November 26, 2023. Payment date of cash dividend distribution is December 14, 2023.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: NT$3.61 (vs NT$3.73 in 2Q 2022)Second quarter 2023 results: EPS: NT$3.61 (down from NT$3.73 in 2Q 2022). Revenue: NT$578.6m (up 5.3% from 2Q 2022). Net income: NT$167.0m (flat on 2Q 2022). Profit margin: 29% (down from 30% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.New Risk • Jul 12New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 30% 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: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (30% increase in shares outstanding).お知らせ • Jun 09Machvision Inc. announced that it has received TWD 2.2 billion in funding from ASE Technology Holding Co., Ltd.Machvision Inc. announced a private placement for the gross proceeds of TWD 2,200 million on June 7, 2023. The transaction included participation from new investor ASE Technology Holding Co., Ltd.お知らせ • Jun 08Machvision Inc. Appoints Fu, Hsin-Pin as Member of Remuneration CommitteeMachvision Inc. appointed Fu, Hsin-Pin as member of Remuneration Committee. Effective date of the new member is June 7, 2023.Upcoming Dividend • May 31Upcoming dividend of NT$8.00 per share at 4.8% yieldEligible shareholders must have bought the stock before 07 June 2023. Payment date: 05 July 2023. Payout ratio and cash payout ratio are on the higher end at 78% and 76% respectively. Trailing yield: 4.8%. Lower than top quartile of Taiwanese dividend payers (5.6%). Higher than average of industry peers (3.2%).お知らせ • May 23Machvision Inc. Approves Cash Dividend, Payable on July 5, 2023Machvision Inc. announced cash dividend of TWD 6 per share of TWD 268,369,404 and Capital Surplus Cash Dividend of TWD 2 per share or TWD 89,456,468. Ex-rights (ex-dividend) trading date is June 7, 2023, Ex-rights (ex-dividend) record date is June 13, 2023, Ex-rights (ex-dividend) record date June 13, 2023. Payment date of cash dividend distribution is July 5, 2023.Reported Earnings • May 04First quarter 2023 earnings released: EPS: NT$3.50 (vs NT$4.07 in 1Q 2022)First quarter 2023 results: EPS: NT$3.50 (down from NT$4.07 in 1Q 2022). Revenue: NT$531.1m (down 13% from 1Q 2022). Net income: NT$156.7m (down 14% from 1Q 2022). Profit margin: 30% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.Reported Earnings • Feb 18Full year 2022 earnings releasedFull year 2022 results: Revenue: NT$2.10b (down 24% from FY 2021). Net income: NT$597.3m (down 28% from FY 2021). Profit margin: 28% (down from 30% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Nov 16Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 22 November 2022. Payment date: 16 December 2022. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 8.9%. Within top quartile of Taiwanese dividend payers (7.0%). Higher than average of industry peers (3.7%).Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Ming-Han Du was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 06Third quarter 2022 earnings released: EPS: NT$3.09 (vs NT$5.71 in 3Q 2021)Third quarter 2022 results: EPS: NT$3.09 (down from NT$5.71 in 3Q 2021). Revenue: NT$444.2m (down 38% from 3Q 2021). Net income: NT$138.4m (down 46% from 3Q 2021). Profit margin: 31% (down from 36% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 05Machvision Inc. Approves Semi Annual Dividend for the Period from January 1, 2022 to June 30, 2022The Board of Directors of Machvision Inc. approved semi annual dividend for the period from January 1, 2022 to June 30, 2022. Date of the board of directors resolution: November 3, 2022. Total amount of cash distributed to shareholders is TWD 2.00 per share.Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: NT$3.73 (vs NT$4.22 in 2Q 2021)Second quarter 2022 results: EPS: NT$3.73 (down from NT$4.22 in 2Q 2021). Revenue: NT$549.5m (down 23% from 2Q 2021). Net income: NT$167.0m (down 12% from 2Q 2021). Profit margin: 30% (up from 26% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to NT$150, the stock trades at a trailing P/E ratio of 8.4x. Average forward P/E is 10x in the Semiconductor industry in Taiwan. Total loss to shareholders of 55% over the past three years.Upcoming Dividend • Jun 07Upcoming dividend of NT$10.00 per shareEligible shareholders must have bought the stock before 14 June 2022. Payment date: 12 July 2022. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 6.2%. Within top quartile of Taiwanese dividend payers (6.0%). Higher than average of industry peers (3.0%).お知らせ • May 27+ 1 more updateMachvision Inc. Announces CCO ChangesMachvision Inc. announced the new of Chief of Operation of the Company. Type of personnel changed: CCO; Date of occurrence of the change is May 26, 2022; Name, title, and resume of the new position holder: CHEN CHIA NAN/Taiwan Union Technology Corporation/President; Type of the change; new replacement; Reason for the change: Cooperate with the company's business plan. Effective date: 2022/06/01.Reported Earnings • May 06First quarter 2022 earnings released: EPS: NT$4.07 (vs NT$4.81 in 1Q 2021)First quarter 2022 results: EPS: NT$4.07 (down from NT$4.81 in 1Q 2021). Revenue: NT$611.4m (down 11% from 1Q 2021). Net income: NT$181.9m (down 15% from 1Q 2021). Profit margin: 30% (down from 31% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 22% per year.Price Target Changed • Apr 27Price target decreased to NT$255Down from NT$388, the current price target is provided by 1 analyst. New target price is 40% above last closing price of NT$182. Stock is down 35% over the past year. The company posted earnings per share of NT$18.51 last year.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Ming-Han Du was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: NT$18.51 (up from NT$15.02 in FY 2020). Revenue: NT$2.75b (up 15% from FY 2020). Net income: NT$827.7m (up 25% from FY 2020). Profit margin: 30% (up from 28% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.お知らせ • Feb 10+ 1 more updateMachvision Inc. Announces Semi-Annual Cash Dividend for the Period July 1, 2021, to December 31, 2021Machvision Inc. announced a semi-annual cash dividend of TWD 9.00 per share for the period July 1, 2021, to December 31, 2021. Total amount of cash distributed to shareholders of TWD 447,282,340.Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$279, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 11% over the past three years.Upcoming Dividend • Dec 13Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 20 December 2021. Payment date: 14 January 2022. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (2.0%).Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS NT$5.71 (vs NT$2.01 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$712.3m (up 49% from 3Q 2020). Net income: NT$255.5m (up 184% from 3Q 2020). Profit margin: 36% (up from 19% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS NT$4.22 (vs NT$4.71 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$715.4m (up 5.6% from 2Q 2020). Net income: NT$188.9m (down 8.3% from 2Q 2020). Profit margin: 26% (down from 30% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Director Overboarding • Aug 04Director Yung-Shun Chuang has joined 7th company boardDirector Yung-Shun Chuang has been appointed to the board of Taiflex Scientific Co., Ltd. (TWSE:8039). Chuang now sits on a total of 7 company boards. With 7 board positions including the role of CEO at Onyx Healthcare Inc. (TPEX:6569), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Upcoming Dividend • Jul 13Upcoming dividend of NT$9.00 per shareEligible shareholders must have bought the stock before 20 July 2021. Payment date: 13 August 2021. Trailing yield: 6.9%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.2%).Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to NT$211, the stock trades at a trailing P/E ratio of 14.4x. Average forward P/E is 14x in the Semiconductor industry in Taiwan. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$364 per share.Reported Earnings • May 05First quarter 2021 earnings released: EPS NT$4.81 (vs NT$5.30 in 1Q 2020)The company reported a poor first quarter result with weaker earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: NT$688.6m (flat on 1Q 2020). Net income: NT$215.0m (down 4.8% from 1Q 2020). Profit margin: 31% (down from 33% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 13% per year.分析記事 • Apr 26At NT$276, Is Machvision Inc. (TPE:3563) Worth Looking At Closely?While Machvision Inc. ( TPE:3563 ) might not be the most widely known stock at the moment, it saw significant share...分析記事 • Apr 12Three Things You Should Check Before Buying Machvision Inc. (TPE:3563) For Its DividendIs Machvision Inc. ( TPE:3563 ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...分析記事 • Mar 29Estimating The Fair Value Of Machvision Inc. (TPE:3563)How far off is Machvision Inc. ( TPE:3563 ) from its intrinsic value? Using the most recent financial data, we'll take...分析記事 • Mar 15Machvision Inc.'s (TPE:3563) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?It is hard to get excited after looking at Machvision's (TPE:3563) recent performance, when its stock has declined 6.3...分析記事 • Mar 01Machvision (TPE:3563) Has Rewarded Shareholders With An Exceptional 672% Total Return On Their InvestmentWe think all investors should try to buy and hold high quality multi-year winners. While not every stock performs well...Price Target Changed • Feb 27Price target lowered to NT$349Down from NT$405, the current price target is provided by 1 analyst. The new target price is 21% above the current share price of NT$290. As of last close, the stock is down 20% over the past year.分析記事 • Feb 15Under The Bonnet, Machvision's (TPE:3563) Returns Look ImpressiveDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...お知らせ • Feb 04Machvision Inc., Annual General Meeting, May 28, 2021Machvision Inc., Annual General Meeting, May 28, 2021. Location: NINI Life Square(No.2-1, Xin' an Rd., Hsinchu Science Park, Hsinchu City Taiwan Agenda: To consider 2020 business report; to consider audit committee's report of 2020 audited financial report; to consider 2020 distributable compensation for employees and directors; to consider 2020 earning distribution and capital surplus cash dividend; to consider to revise the procedures for lending funds to other parties; to consider election of directors and independent directors; and to consider other matters.Reported Earnings • Feb 04Full year 2020 earnings released: EPS NT$15.02 (vs NT$20.01 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$2.40b (down 5.7% from FY 2019). Net income: NT$660.0m (down 23% from FY 2019). Profit margin: 28% (down from 34% in FY 2019). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has increased by 1% per year.分析記事 • Jan 29Is Machvision (TPE:3563) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Jan 18New 90-day low: NT$277The company is down 6.0% from its price of NT$293 on 20 October 2020. The Taiwanese market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 32% over the same period.分析記事 • Jan 13Is Now The Time To Look At Buying Machvision Inc. (TPE:3563)?Machvision Inc. ( TPE:3563 ), is not the largest company out there, but it maintained its current share price over the...分析記事 • Dec 29Should You Buy Machvision Inc. (TPE:3563) For Its Dividend?Could Machvision Inc. ( TPE:3563 ) be an attractive dividend share to own for the long haul? Investors are often drawn...分析記事 • Dec 14Machvision Inc.'s (TPE:3563) Stock Has Been Sliding But Fundamentals Look Strong: Is The Market Wrong?It is hard to get excited after looking at Machvision's (TPE:3563) recent performance, when its stock has declined 4.7...分析記事 • Nov 26Shareholders of Machvision (TPE:3563) Must Be Delighted With Their 708% Total ReturnBuying shares in the best businesses can build meaningful wealth for you and your family. And we've seen some truly...お知らせ • Nov 05Machvision Inc. Announces the Appointment of Wen, Pei-Chun as Corporate Governance OfficerMachvision Inc. announced the appointment of Wen, Pei-Chun as corporate governance officer, effective November 3, 2020.株主還元3563TW SemiconductorTW 市場7D-15.6%-3.8%-2.0%1Y30.3%138.2%99.7%株主還元を見る業界別リターン: 3563過去 1 年間で138.2 % の収益を上げたTW Semiconductor業界を下回りました。リターン対市場: 3563は、過去 1 年間で99.7 % のリターンを上げたTW市場を下回りました。価格変動Is 3563's price volatile compared to industry and market?3563 volatility3563 Average Weekly Movement8.8%Semiconductor Industry Average Movement9.6%Market Average Movement6.3%10% most volatile stocks in TW Market12.1%10% least volatile stocks in TW Market2.6%安定した株価: 3563 、 TW市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 3563の 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1998n/aFu Sheng Chenwww.machvision.com.twMachvision Inc.は台湾で半導体およびプリント基板（PCB）業界向けのマシンビジョンシステムを開発・販売している。ドリル穴の位置、直径、粗さを測定するHole-AOIシステム、自動で正確な寸法測定システムを実行するように設計されたEZ3Dシステムなどの穴あけ・配線測定シリーズ製品を提供しています。また、3D AOIシステム、固体測定ビューア、LaserVia AOIM検査システム、AFI、FPCB AVI、Wafer AVI検査システム、AOI+AVIアルゴリズムと高速キャプチャ・マルチイルミネーション光学システムを統合したCSPAFIなど、IC基板、HDI、FPCBの検査・測定シリーズ製品も提供している。さらに、PCB/FPC、ベリファイ、リペア用の回路AOIシステム、ArtWork AOI製品、光学測定およびQCレポートアプリケーション用のLineGaugeシステム、RTR AOI、高解像度AOI 4.0などの配線検査シリーズも提供している。Machvision Inc.は1998年に設立され、台湾新竹市に本社を置いています。もっと見るMachvision Inc. 基礎のまとめMachvision の収益と売上を時価総額と比較するとどうか。3563 基礎統計学時価総額NT$47.46b収益（TTM）NT$1.00b売上高(TTM)NT$3.26b44.2xPER（株価収益率13.6xP/Sレシオ3563 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計3563 損益計算書（TTM）収益NT$3.26b売上原価NT$1.29b売上総利益NT$1.97bその他の費用NT$966.99m収益NT$1.00b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）15.66グロス・マージン60.34%純利益率30.71%有利子負債／自己資本比率0%3563 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.9%現在の配当利回り82%配当性向3563 配当は確実ですか？3563 配当履歴とベンチマークを見る3563 、いつまでに購入すれば配当金を受け取れますか？Machvision 配当日配当落ち日Jun 29 2026配当支払日Jul 24 2026配当落ちまでの日数19 days配当支払日までの日数44 days3563 配当は確実ですか？3563 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/10 08:42終値2026/06/10 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Machvision Inc. 1 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。2 アナリスト機関Yanlun LinCapital Securities CorporationAlice SuMasterlink Securities Investment Advisory
Buy Or Sell Opportunity • Jun 08Now 24% undervaluedOver the last 90 days, the stock has risen 27% to NT$734. The fair value is estimated to be NT$969, 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 20%.
Declared Dividend • May 27Dividend of NT$12.00 announcedShareholders will receive a dividend of NT$12.00. Ex-date: 29th June 2026 Payment date: 24th July 2026 Dividend yield will be 1.5%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 05First quarter 2026 earnings released: EPS: NT$4.00 (vs NT$4.75 in 1Q 2025)First quarter 2026 results: EPS: NT$4.00 (down from NT$4.75 in 1Q 2025). Revenue: NT$863.4m (up 9.0% from 1Q 2025). Net income: NT$294.8m (down 2.9% from 1Q 2025). Profit margin: 34% (down from 38% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 39% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$916, the stock trades at a trailing P/E ratio of 58x. Average forward P/E is 23x in the Semiconductor industry in Taiwan. Total returns to shareholders of 480% over the past three years.
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$700, the stock trades at a trailing P/E ratio of 44.3x. Average trailing P/E is 37x in the Semiconductor industry in Taiwan. Total returns to shareholders of 346% over the past three years.
New Risk • Mar 06New 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 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.7% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (103% cash payout ratio). Share price has been volatile over the past 3 months (7.4% average weekly change).
Buy Or Sell Opportunity • Jun 08Now 24% undervaluedOver the last 90 days, the stock has risen 27% to NT$734. The fair value is estimated to be NT$969, 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 20%.
Declared Dividend • May 27Dividend of NT$12.00 announcedShareholders will receive a dividend of NT$12.00. Ex-date: 29th June 2026 Payment date: 24th July 2026 Dividend yield will be 1.5%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 05First quarter 2026 earnings released: EPS: NT$4.00 (vs NT$4.75 in 1Q 2025)First quarter 2026 results: EPS: NT$4.00 (down from NT$4.75 in 1Q 2025). Revenue: NT$863.4m (up 9.0% from 1Q 2025). Net income: NT$294.8m (down 2.9% from 1Q 2025). Profit margin: 34% (down from 38% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 39% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$916, the stock trades at a trailing P/E ratio of 58x. Average forward P/E is 23x in the Semiconductor industry in Taiwan. Total returns to shareholders of 480% over the past three years.
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$700, the stock trades at a trailing P/E ratio of 44.3x. Average trailing P/E is 37x in the Semiconductor industry in Taiwan. Total returns to shareholders of 346% over the past three years.
New Risk • Mar 06New 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 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.7% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (103% cash payout ratio). Share price has been volatile over the past 3 months (7.4% average weekly change).
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$570, the stock trades at a trailing P/E ratio of 36.1x. Average trailing P/E is 36x in the Semiconductor industry in Taiwan. Total returns to shareholders of 278% over the past three years.
New Risk • Feb 13New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 95% Dividend yield: 2.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.7% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (95% cash payout ratio).
お知らせ • Feb 11Machvision Inc., Annual General Meeting, May 25, 2026Machvision Inc., Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 2 floor no,1, kung yeh tung 2nd rd., hsinchu science park, hsinchu city Taiwan
Reported Earnings • Feb 11Full year 2025 earnings released: EPS: NT$15.80 (vs NT$5.02 in FY 2024)Full year 2025 results: EPS: NT$15.80 (up from NT$5.02 in FY 2024). Revenue: NT$3.19b (up 108% from FY 2024). Net income: NT$1.01b (up 215% from FY 2024). Profit margin: 32% (up from 21% in FY 2024). The increase in margin was driven by higher revenue. 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 53% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$516, the stock trades at a trailing P/E ratio of 35.1x. Average trailing P/E is 29x in the Semiconductor industry in Taiwan. Total returns to shareholders of 325% over the past three years.
Reported Earnings • Nov 03Third quarter 2025 earnings released: EPS: NT$3.86 (vs NT$0.59 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.86 (up from NT$0.59 in 3Q 2024). Revenue: NT$767.2m (up 121% from 3Q 2024). Net income: NT$224.6m (up NT$190.0m from 3Q 2024). Profit margin: 29% (up from 10.0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 63% per year, which means it is well ahead of earnings.
Upcoming Dividend • Oct 28Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 04 November 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (1.5%).
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$566, the stock trades at a trailing P/E ratio of 43.8x. Average trailing P/E is 30x in the Semiconductor industry in Taiwan. Total returns to shareholders of 301% over the past three years.
Reported Earnings • Jul 30Second quarter 2025 earnings released: EPS: NT$4.19 (vs NT$1.52 in 2Q 2024)Second quarter 2025 results: EPS: NT$4.19 (up from NT$1.52 in 2Q 2024). Revenue: NT$968.7m (up 211% from 2Q 2024). Net income: NT$243.9m (up 177% from 2Q 2024). Profit margin: 25% (down from 28% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 53% per year, which means it is well ahead of earnings.
Declared Dividend • May 31Dividend of NT$5.00 announcedShareholders will receive a dividend of NT$5.00. Ex-date: 16th June 2025 Payment date: 15th July 2025 Dividend yield will be 1.1%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 59%. Cash payout ratio: 73%.
お知らせ • May 30Machvision Inc. Announces Distribution of Cash Dividends, Payable on July 15, 2025Machvision Inc. announced distribution of Cash Dividends of total amount TWD 290,731,170, TWD 5 (Per Share). Ex-rights (ex-dividend) trading date: June 16, 2025. Ex-rights (ex-dividend) record date: June 22, 2025. Payment date of common stock cash dividend distribution: July 15, 2025.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$480, the stock trades at a trailing P/E ratio of 46.9x. Average trailing P/E is 24x in the Semiconductor industry in Taiwan. Total returns to shareholders of 205% over the past three years.
Reported Earnings • Apr 30Full year 2024 earnings released: EPS: NT$5.52 (vs NT$8.21 in FY 2023)Full year 2024 results: EPS: NT$5.52 (down from NT$8.21 in FY 2023). Revenue: NT$1.53b (down 13% from FY 2023). Net income: NT$320.8m (down 25% from FY 2023). Profit margin: 21% (down from 24% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
お知らせ • Apr 22Machvision Inc. to Report Q1, 2025 Results on Apr 29, 2025Machvision Inc. announced that they will report Q1, 2025 results on Apr 29, 2025
New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.3% average weekly change). Earnings have declined by 19% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (11% net profit margin).
分析記事 • Mar 05Machvision Inc.'s (TWSE:3563) 41% Share Price Surge Not Quite Adding UpMachvision Inc. ( TWSE:3563 ) shareholders would be excited to see that the share price has had a great month, posting...
お知らせ • Feb 13Machvision Inc., Annual General Meeting, May 29, 2025Machvision Inc., Annual General Meeting, May 29, 2025, at 09:00 Taipei Standard Time. Location: 2 floor no,1, kung yeh tung 2nd rd., hsinchu science park, hsinchu city Taiwan
お知らせ • Feb 04Machvision Inc. to Report Fiscal Year 2024 Results on Feb 11, 2025Machvision Inc. announced that they will report fiscal year 2024 results on Feb 11, 2025
New Risk • Jan 29New 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 6.2% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 315% Cash payout ratio: 116% Earnings have declined by 19% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Profit margins are more than 30% lower than last year (11% net profit margin).
分析記事 • Jan 08There's Reason For Concern Over Machvision Inc.'s (TWSE:3563) PriceWhen you see that almost half of the companies in the Semiconductor industry in Taiwan have price-to-sales ratios (or...
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.
分析記事 • Nov 07There May Be Reason For Hope In Machvision's (TWSE:3563) Disappointing EarningsShareholders appeared unconcerned with Machvision Inc.'s ( TWSE:3563 ) lackluster earnings report last week. Our...
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: NT$0.59 (vs NT$2.14 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.59 (down from NT$2.14 in 3Q 2023). Revenue: NT$346.7m (down 17% from 3Q 2023). Net income: NT$34.5m (down 72% from 3Q 2023). Profit margin: 10.0% (down from 30% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Oct 22Machvision Inc. to Report Q3, 2024 Results on Oct 29, 2024Machvision Inc. announced that they will report Q3, 2024 results on Oct 29, 2024
Upcoming Dividend • Aug 13Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 20 August 2024. Payment date: 16 September 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.2%. Lower than top quartile of Taiwanese dividend payers (4.5%). In line with average of industry peers (2.2%).
Reported Earnings • Aug 05Second quarter 2024 earnings released: EPS: NT$1.52 (vs NT$3.62 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.52 (down from NT$3.62 in 2Q 2023). Revenue: NT$311.6m (down 46% from 2Q 2023). Net income: NT$88.1m (down 47% from 2Q 2023). Profit margin: 28% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Jul 23Machvision Inc. to Report Q2, 2024 Results on Jul 30, 2024Machvision Inc. announced that they will report Q2, 2024 results on Jul 30, 2024
分析記事 • Jul 18Machvision Inc.'s (TWSE:3563) Business Is Trailing The Market But Its Shares Aren'tWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") below 23x, you may consider...
分析記事 • Jun 16Machvision (TWSE:3563) Has Announced A Dividend Of NT$6.00The board of Machvision Inc. ( TWSE:3563 ) has announced that it will pay a dividend of NT$6.00 per share on the 12th...
分析記事 • Jun 02Machvision (TWSE:3563) Will Pay A Dividend Of NT$6.00Machvision Inc.'s ( TWSE:3563 ) investors are due to receive a payment of NT$6.00 per share on 12th of July. This means...
Declared Dividend • Jun 01Dividend reduced to NT$6.00Dividend of NT$6.00 is 25% lower than last year. Ex-date: 17th June 2024 Payment date: 12th July 2024 Dividend yield will be 1.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (130% earnings payout ratio) nor is it covered by cash flows (119% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 44% to bring the payout ratio under control. However, EPS has declined by 31% over the last 5 years so the company would need to reverse this trend.
分析記事 • May 09Earnings Troubles May Signal Larger Issues for Machvision (TWSE:3563) ShareholdersLast week's earnings announcement from Machvision Inc. ( TWSE:3563 ) was disappointing to investors, with a sluggish...
Reported Earnings • May 03First quarter 2024 earnings released: EPS: NT$0.50 (vs NT$3.50 in 1Q 2023)First quarter 2024 results: EPS: NT$0.50 (down from NT$3.50 in 1Q 2023). Revenue: NT$267.6m (down 50% from 1Q 2023). Net income: NT$28.9m (down 82% from 1Q 2023). Profit margin: 11% (down from 30% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Apr 24Machvision Inc. to Report Q1, 2024 Results on Apr 30, 2024Machvision Inc. announced that they will report Q1, 2024 results on Apr 30, 2024
New Risk • Apr 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.6% average weekly change). Earnings have declined by 18% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (30% increase in shares outstanding).
分析記事 • Mar 29There's Reason For Concern Over Machvision Inc.'s (TWSE:3563) Massive 30% Price JumpMachvision Inc. ( TWSE:3563 ) shares have continued their recent momentum with a 30% gain in the last month alone. The...
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$375, the stock trades at a trailing P/E ratio of 51.1x. Average trailing P/E is 30x in the Semiconductor industry in Taiwan. Total returns to shareholders of 52% over the past three years.
お知らせ • Mar 08+ 1 more updateMachvision Inc., Annual General Meeting, May 30, 2024Machvision Inc., Annual General Meeting, May 30, 2024. Location: NINI Life Square(No.2-1, Xin' an Rd Hsinchu Science Park, Hsinchu City, 300, Taiwan) Hsinchu City Taiwan Agenda: TO consider 2023 business report; TO consider Audit Committee's report of 2023 audited financial report; TO consider2023 distributable compensation for employees and directors; TO consider 2023 earning distribution and capital surplus cash dividend; TO consider The Implementation of the Company 2023 private placement and issuance of new shares; TO consider Cause for convening the meeting.
Reported Earnings • Feb 08Full year 2023 earnings released: EPS: NT$8.21 (vs NT$13.36 in FY 2022)Full year 2023 results: EPS: NT$8.21 (down from NT$13.36 in FY 2022). Revenue: NT$1.76b (down 16% from FY 2022). Net income: NT$425.9m (down 29% from FY 2022). Profit margin: 24% (down from 28% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
New Risk • Jan 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 17% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (115% cash payout ratio). Share price has been volatile over the past 3 months (5.7% average weekly change). Shareholders have been diluted in the past year (30% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$268, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 27x in the Semiconductor industry in Taiwan. Total returns to shareholders of 19% over the past three years.
Upcoming Dividend • Nov 13Upcoming dividend of NT$1.00 per share at 5.4% yieldEligible shareholders must have bought the stock before 20 November 2023. Payment date: 14 December 2023. Payout ratio is a comfortable 69% and the cash payout ratio is 98%. Trailing yield: 5.4%. Lower than top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.2%).
Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: NT$2.14 (vs NT$3.09 in 3Q 2022)Third quarter 2023 results: EPS: NT$2.14 (down from NT$3.09 in 3Q 2022). Revenue: NT$415.3m (down 6.5% from 3Q 2022). Net income: NT$124.6m (down 9.9% from 3Q 2022). Profit margin: 30% (down from 31% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 02Machvision Inc. Announces Cash Dividend, Payable on December 14, 2023Machvision Inc. announced that cash dividend, Total Amount TWD 58,146,234. TWD 1(Per Share). Ex-rights (ex-dividend) trading date is November 20, 2023. Ex-rights (ex-dividend) record date is November 26, 2023. Payment date of cash dividend distribution is December 14, 2023.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: NT$3.61 (vs NT$3.73 in 2Q 2022)Second quarter 2023 results: EPS: NT$3.61 (down from NT$3.73 in 2Q 2022). Revenue: NT$578.6m (up 5.3% from 2Q 2022). Net income: NT$167.0m (flat on 2Q 2022). Profit margin: 29% (down from 30% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
New Risk • Jul 12New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 30% 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: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (30% increase in shares outstanding).
お知らせ • Jun 09Machvision Inc. announced that it has received TWD 2.2 billion in funding from ASE Technology Holding Co., Ltd.Machvision Inc. announced a private placement for the gross proceeds of TWD 2,200 million on June 7, 2023. The transaction included participation from new investor ASE Technology Holding Co., Ltd.
お知らせ • Jun 08Machvision Inc. Appoints Fu, Hsin-Pin as Member of Remuneration CommitteeMachvision Inc. appointed Fu, Hsin-Pin as member of Remuneration Committee. Effective date of the new member is June 7, 2023.
Upcoming Dividend • May 31Upcoming dividend of NT$8.00 per share at 4.8% yieldEligible shareholders must have bought the stock before 07 June 2023. Payment date: 05 July 2023. Payout ratio and cash payout ratio are on the higher end at 78% and 76% respectively. Trailing yield: 4.8%. Lower than top quartile of Taiwanese dividend payers (5.6%). Higher than average of industry peers (3.2%).
お知らせ • May 23Machvision Inc. Approves Cash Dividend, Payable on July 5, 2023Machvision Inc. announced cash dividend of TWD 6 per share of TWD 268,369,404 and Capital Surplus Cash Dividend of TWD 2 per share or TWD 89,456,468. Ex-rights (ex-dividend) trading date is June 7, 2023, Ex-rights (ex-dividend) record date is June 13, 2023, Ex-rights (ex-dividend) record date June 13, 2023. Payment date of cash dividend distribution is July 5, 2023.
Reported Earnings • May 04First quarter 2023 earnings released: EPS: NT$3.50 (vs NT$4.07 in 1Q 2022)First quarter 2023 results: EPS: NT$3.50 (down from NT$4.07 in 1Q 2022). Revenue: NT$531.1m (down 13% from 1Q 2022). Net income: NT$156.7m (down 14% from 1Q 2022). Profit margin: 30% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Feb 18Full year 2022 earnings releasedFull year 2022 results: Revenue: NT$2.10b (down 24% from FY 2021). Net income: NT$597.3m (down 28% from FY 2021). Profit margin: 28% (down from 30% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Nov 16Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 22 November 2022. Payment date: 16 December 2022. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 8.9%. Within top quartile of Taiwanese dividend payers (7.0%). Higher than average of industry peers (3.7%).
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Ming-Han Du was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 06Third quarter 2022 earnings released: EPS: NT$3.09 (vs NT$5.71 in 3Q 2021)Third quarter 2022 results: EPS: NT$3.09 (down from NT$5.71 in 3Q 2021). Revenue: NT$444.2m (down 38% from 3Q 2021). Net income: NT$138.4m (down 46% from 3Q 2021). Profit margin: 31% (down from 36% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 05Machvision Inc. Approves Semi Annual Dividend for the Period from January 1, 2022 to June 30, 2022The Board of Directors of Machvision Inc. approved semi annual dividend for the period from January 1, 2022 to June 30, 2022. Date of the board of directors resolution: November 3, 2022. Total amount of cash distributed to shareholders is TWD 2.00 per share.
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: NT$3.73 (vs NT$4.22 in 2Q 2021)Second quarter 2022 results: EPS: NT$3.73 (down from NT$4.22 in 2Q 2021). Revenue: NT$549.5m (down 23% from 2Q 2021). Net income: NT$167.0m (down 12% from 2Q 2021). Profit margin: 30% (up from 26% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to NT$150, the stock trades at a trailing P/E ratio of 8.4x. Average forward P/E is 10x in the Semiconductor industry in Taiwan. Total loss to shareholders of 55% over the past three years.
Upcoming Dividend • Jun 07Upcoming dividend of NT$10.00 per shareEligible shareholders must have bought the stock before 14 June 2022. Payment date: 12 July 2022. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 6.2%. Within top quartile of Taiwanese dividend payers (6.0%). Higher than average of industry peers (3.0%).
お知らせ • May 27+ 1 more updateMachvision Inc. Announces CCO ChangesMachvision Inc. announced the new of Chief of Operation of the Company. Type of personnel changed: CCO; Date of occurrence of the change is May 26, 2022; Name, title, and resume of the new position holder: CHEN CHIA NAN/Taiwan Union Technology Corporation/President; Type of the change; new replacement; Reason for the change: Cooperate with the company's business plan. Effective date: 2022/06/01.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: NT$4.07 (vs NT$4.81 in 1Q 2021)First quarter 2022 results: EPS: NT$4.07 (down from NT$4.81 in 1Q 2021). Revenue: NT$611.4m (down 11% from 1Q 2021). Net income: NT$181.9m (down 15% from 1Q 2021). Profit margin: 30% (down from 31% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 22% per year.
Price Target Changed • Apr 27Price target decreased to NT$255Down from NT$388, the current price target is provided by 1 analyst. New target price is 40% above last closing price of NT$182. Stock is down 35% over the past year. The company posted earnings per share of NT$18.51 last year.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Ming-Han Du was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: NT$18.51 (up from NT$15.02 in FY 2020). Revenue: NT$2.75b (up 15% from FY 2020). Net income: NT$827.7m (up 25% from FY 2020). Profit margin: 30% (up from 28% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 10+ 1 more updateMachvision Inc. Announces Semi-Annual Cash Dividend for the Period July 1, 2021, to December 31, 2021Machvision Inc. announced a semi-annual cash dividend of TWD 9.00 per share for the period July 1, 2021, to December 31, 2021. Total amount of cash distributed to shareholders of TWD 447,282,340.
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$279, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 11% over the past three years.
Upcoming Dividend • Dec 13Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 20 December 2021. Payment date: 14 January 2022. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (2.0%).
Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS NT$5.71 (vs NT$2.01 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$712.3m (up 49% from 3Q 2020). Net income: NT$255.5m (up 184% from 3Q 2020). Profit margin: 36% (up from 19% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS NT$4.22 (vs NT$4.71 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$715.4m (up 5.6% from 2Q 2020). Net income: NT$188.9m (down 8.3% from 2Q 2020). Profit margin: 26% (down from 30% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Director Overboarding • Aug 04Director Yung-Shun Chuang has joined 7th company boardDirector Yung-Shun Chuang has been appointed to the board of Taiflex Scientific Co., Ltd. (TWSE:8039). Chuang now sits on a total of 7 company boards. With 7 board positions including the role of CEO at Onyx Healthcare Inc. (TPEX:6569), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Upcoming Dividend • Jul 13Upcoming dividend of NT$9.00 per shareEligible shareholders must have bought the stock before 20 July 2021. Payment date: 13 August 2021. Trailing yield: 6.9%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.2%).
Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to NT$211, the stock trades at a trailing P/E ratio of 14.4x. Average forward P/E is 14x in the Semiconductor industry in Taiwan. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$364 per share.
Reported Earnings • May 05First quarter 2021 earnings released: EPS NT$4.81 (vs NT$5.30 in 1Q 2020)The company reported a poor first quarter result with weaker earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: NT$688.6m (flat on 1Q 2020). Net income: NT$215.0m (down 4.8% from 1Q 2020). Profit margin: 31% (down from 33% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 13% per year.
分析記事 • Apr 26At NT$276, Is Machvision Inc. (TPE:3563) Worth Looking At Closely?While Machvision Inc. ( TPE:3563 ) might not be the most widely known stock at the moment, it saw significant share...
分析記事 • Apr 12Three Things You Should Check Before Buying Machvision Inc. (TPE:3563) For Its DividendIs Machvision Inc. ( TPE:3563 ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...
分析記事 • Mar 29Estimating The Fair Value Of Machvision Inc. (TPE:3563)How far off is Machvision Inc. ( TPE:3563 ) from its intrinsic value? Using the most recent financial data, we'll take...
分析記事 • Mar 15Machvision Inc.'s (TPE:3563) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?It is hard to get excited after looking at Machvision's (TPE:3563) recent performance, when its stock has declined 6.3...
分析記事 • Mar 01Machvision (TPE:3563) Has Rewarded Shareholders With An Exceptional 672% Total Return On Their InvestmentWe think all investors should try to buy and hold high quality multi-year winners. While not every stock performs well...
Price Target Changed • Feb 27Price target lowered to NT$349Down from NT$405, the current price target is provided by 1 analyst. The new target price is 21% above the current share price of NT$290. As of last close, the stock is down 20% over the past year.
分析記事 • Feb 15Under The Bonnet, Machvision's (TPE:3563) Returns Look ImpressiveDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
お知らせ • Feb 04Machvision Inc., Annual General Meeting, May 28, 2021Machvision Inc., Annual General Meeting, May 28, 2021. Location: NINI Life Square(No.2-1, Xin' an Rd., Hsinchu Science Park, Hsinchu City Taiwan Agenda: To consider 2020 business report; to consider audit committee's report of 2020 audited financial report; to consider 2020 distributable compensation for employees and directors; to consider 2020 earning distribution and capital surplus cash dividend; to consider to revise the procedures for lending funds to other parties; to consider election of directors and independent directors; and to consider other matters.
Reported Earnings • Feb 04Full year 2020 earnings released: EPS NT$15.02 (vs NT$20.01 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$2.40b (down 5.7% from FY 2019). Net income: NT$660.0m (down 23% from FY 2019). Profit margin: 28% (down from 34% in FY 2019). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has increased by 1% per year.
分析記事 • Jan 29Is Machvision (TPE:3563) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Jan 18New 90-day low: NT$277The company is down 6.0% from its price of NT$293 on 20 October 2020. The Taiwanese market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 32% over the same period.
分析記事 • Jan 13Is Now The Time To Look At Buying Machvision Inc. (TPE:3563)?Machvision Inc. ( TPE:3563 ), is not the largest company out there, but it maintained its current share price over the...
分析記事 • Dec 29Should You Buy Machvision Inc. (TPE:3563) For Its Dividend?Could Machvision Inc. ( TPE:3563 ) be an attractive dividend share to own for the long haul? Investors are often drawn...
分析記事 • Dec 14Machvision Inc.'s (TPE:3563) Stock Has Been Sliding But Fundamentals Look Strong: Is The Market Wrong?It is hard to get excited after looking at Machvision's (TPE:3563) recent performance, when its stock has declined 4.7...
分析記事 • Nov 26Shareholders of Machvision (TPE:3563) Must Be Delighted With Their 708% Total ReturnBuying shares in the best businesses can build meaningful wealth for you and your family. And we've seen some truly...
お知らせ • Nov 05Machvision Inc. Announces the Appointment of Wen, Pei-Chun as Corporate Governance OfficerMachvision Inc. announced the appointment of Wen, Pei-Chun as corporate governance officer, effective November 3, 2020.
