View ValuationGlobal Lighting Technologies 将来の成長Future 基準チェック /06現在、 Global Lighting Technologiesの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Semiconductor 収益成長26.3%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報Price Target Changed • Nov 17Price target lowered to NT$142Down from NT$164, the current price target is provided by 1 analyst. The new target price is 20% above the current share price of NT$119. As of last close, the stock is up 24% over the past year.すべての更新を表示Recent updatesDeclared Dividend • Jun 10Dividend reduced to NT$1.00Dividend of NT$1.00 is 55% lower than last year. Ex-date: 25th June 2026 Payment date: 24th July 2026 Dividend yield will be 2.7%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (79% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 17% to shift the payout ratio to a potentially unsustainable range, which is less than the 35% EPS decline seen over the last 5 years.Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$42.35, the stock trades at a trailing P/E ratio of 31x. Average trailing P/E is 46x in the Semiconductor industry in Taiwan. Total loss to shareholders of 15% over the past three years.Reported Earnings • May 09First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: NT$1.05b (down 25% from 1Q 2025). Net income: NT$51.2m (up 7.8% from 1Q 2025). Profit margin: 4.9% (up from 3.4% in 1Q 2025). The increase in margin was driven by lower expenses.Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$1.34 (vs NT$4.11 in FY 2024)Full year 2025 results: EPS: NT$1.34 (down from NT$4.11 in FY 2024). Revenue: NT$5.35b (down 23% from FY 2024). Net income: NT$172.3m (down 67% from FY 2024). Profit margin: 3.2% (down from 7.6% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.New Risk • Mar 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.2% Last year net profit margin: 7.6% 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 Earnings have declined by 34% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (105% payout ratio). Profit margins are more than 30% lower than last year (3.2% net profit margin).お知らせ • Mar 06Global Lighting Technologies Inc., Annual General Meeting, May 26, 2026Global Lighting Technologies Inc., Annual General Meeting, May 26, 2026. Location: no,99, sec.1 ling hang n. rd., jhongli district, taoyuan city TaiwanReported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$0.62 (vs NT$0.77 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.62 (down from NT$0.77 in 3Q 2024). Revenue: NT$1.41b (down 28% from 3Q 2024). Net income: NT$79.4m (down 20% from 3Q 2024). Profit margin: 5.6% (up from 5.0% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Sep 10Now 20% undervaluedOver the last 90 days, the stock has risen 14% to NT$47.90. The fair value is estimated to be NT$60.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 38%.Valuation Update With 7 Day Price Move • Sep 04Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$49.00, the stock trades at a trailing P/E ratio of 21.8x. Average trailing P/E is 31x in the Semiconductor industry in Taiwan. Total loss to shareholders of 5.5% over the past three years.Reported Earnings • Sep 01Second quarter 2025 earnings released: EPS: NT$0.04 (vs NT$1.27 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.04 (down from NT$1.27 in 2Q 2024). Revenue: NT$1.44b (down 20% from 2Q 2024). Net income: NT$5.96m (down 96% from 2Q 2024). Profit margin: 0.4% (down from 9.0% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Aug 08Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to NT$40.45. The fair value is estimated to be NT$50.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has declined by 37%.Buy Or Sell Opportunity • Jun 16Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to NT$39.90. The fair value is estimated to be NT$52.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has declined by 37%.Upcoming Dividend • Jun 09Upcoming dividend of NT$2.20 per shareEligible shareholders must have bought the stock before 16 June 2025. Payment date: 11 July 2025. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (2.4%).お知らせ • May 30Global Lighting Technologies Inc. Announces Cash Dividend Distribution for Common Shares, Payable on July 11, 2025Global Lighting Technologies Inc. announced cash dividend distribution for common shares is TWD 283,501,000, TWD 2.2 per share will be distributed. Ex-rights (ex-dividend) trading date is June 16, 2025. Ex-rights (ex-dividend) record date of June 22, 2025. Payment date of common stock cash dividend distribution on July 11, 2025. Date of the resolution by the board of directors or shareholders meeting or decision by the Company is May 29, 2025.お知らせ • May 29Global Lighting Technologies Inc. Approves the Election of DirectorsGlobal Lighting Technologies Inc. approved the election of Director: Wistron Corproation Representative: Jiann-Shiun Lin; Director: Mark Richard Pratt; Independent Director: Ya-Hui Chuang, at the 2025 Annual General Shareholders' Meeting held on May 28, 2025.Buy Or Sell Opportunity • May 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to NT$41.50. The fair value is estimated to be NT$52.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has declined by 37%.Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.37 (vs NT$1.00 in 1Q 2024)First quarter 2025 results: EPS: NT$0.37 (down from NT$1.00 in 1Q 2024). Revenue: NT$1.39b (down 1.1% from 1Q 2024). Net income: NT$47.5m (down 63% from 1Q 2024). Profit margin: 3.4% (down from 9.2% in 1Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • May 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to NT$44.05. The fair value is estimated to be NT$56.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has declined by 38%.お知らせ • May 01Global Lighting Technologies Inc. to Report Q1, 2025 Results on May 08, 2025Global Lighting Technologies Inc. announced that they will report Q1, 2025 results on May 08, 2025Buy Or Sell Opportunity • Apr 08Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to NT$42.55. The fair value is estimated to be NT$56.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has declined by 38%.Reported Earnings • Mar 08Full year 2024 earnings released: EPS: NT$4.10 (vs NT$2.57 in FY 2023)Full year 2024 results: EPS: NT$4.10 (up from NT$2.57 in FY 2023). Revenue: NT$6.95b (up 17% from FY 2023). Net income: NT$528.9m (up 60% from FY 2023). Profit margin: 7.6% (up from 5.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Mar 03Global Lighting Technologies Inc., Annual General Meeting, May 28, 2025Global Lighting Technologies Inc., Annual General Meeting, May 28, 2025. Location: no,99, sec.1 ling hang n. rd., jhongli district, taoyuan city Taiwanお知らせ • Feb 20Global Lighting Technologies Inc. to Report Fiscal Year 2024 Results on Feb 27, 2025Global Lighting Technologies Inc. announced that they will report fiscal year 2024 results on Feb 27, 2025分析記事 • Nov 18Global Lighting Technologies' (TWSE:4935) Soft Earnings Are Actually Better Than They AppearThe most recent earnings report from Global Lighting Technologies Inc. ( TWSE:4935 ) was disappointing for...New Risk • Nov 09New major risk - Revenue and earnings growthEarnings have declined by 6.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.1% 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. Share price has been volatile over the past 3 months (6.8% average weekly change).Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: NT$0.77 (vs NT$1.23 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.77 (down from NT$1.23 in 3Q 2023). Revenue: NT$1.97b (up 28% from 3Q 2023). Net income: NT$99.2m (down 38% from 3Q 2023). Profit margin: 5.0% (down from 10% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% 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 fallen by 40% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.分析記事 • Nov 08Calculating The Intrinsic Value Of Global Lighting Technologies Inc. (TWSE:4935)Key Insights Using the 2 Stage Free Cash Flow to Equity, Global Lighting Technologies fair value estimate is NT$73.16...New Risk • Nov 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 6.7% 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: 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 (6.7% average weekly change).お知らせ • Oct 30Global Lighting Technologies Inc. to Report Q3, 2024 Results on Nov 05, 2024Global Lighting Technologies Inc. announced that they will report Q3, 2024 results on Nov 05, 2024Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$69.90, the stock trades at a trailing P/E ratio of 18.5x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 8.9% over the past three years.Buy Or Sell Opportunity • Aug 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.9% to NT$58.00. The fair value is estimated to be NT$72.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 24% over the last 3 years. Earnings per share has declined by 39%.Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$1.27 (vs NT$1.82 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.27 (down from NT$1.82 in 2Q 2023). Revenue: NT$1.81b (up 2.9% from 2Q 2023). Net income: NT$163.2m (down 30% from 2Q 2023). Profit margin: 9.0% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% 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 fallen by 39% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.分析記事 • Aug 13There's No Escaping Global Lighting Technologies Inc.'s (TWSE:4935) Muted EarningsWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") above 23x, you may consider...お知らせ • Aug 06Global Lighting Technologies Inc. to Report Q2, 2024 Results on Aug 13, 2024Global Lighting Technologies Inc. announced that they will report Q2, 2024 results on Aug 13, 2024Upcoming Dividend • Jul 12Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 19 July 2024. Payment date: 16 August 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (1.9%).Reported Earnings • Jun 20First quarter 2024 earnings released: EPS: NT$1.00 (vs NT$0.77 loss in 1Q 2023)First quarter 2024 results: EPS: NT$1.00 (up from NT$0.77 loss in 1Q 2023). Revenue: NT$1.41b (up 30% from 1Q 2023). Net income: NT$129.0m (up NT$227.9m from 1Q 2023). Profit margin: 9.2% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% 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.分析記事 • Jun 11Global Lighting Technologies (TWSE:4935) Is Paying Out Less In Dividends Than Last YearGlobal Lighting Technologies Inc. ( TWSE:4935 ) has announced that on 16th of August, it will be paying a dividend...Declared Dividend • Jun 11Dividend reduced to NT$1.50Dividend of NT$1.50 is 63% lower than last year. Ex-date: 19th July 2024 Payment date: 16th August 2024 Dividend yield will be 2.5%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • May 09Now 21% undervaluedOver the last 90 days, the stock has risen 34% to NT$65.80. The fair value is estimated to be NT$83.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 20% over the last 3 years. Earnings per share has declined by 34%.分析記事 • May 06Global Lighting Technologies Inc.'s (TWSE:4935) 25% Share Price Surge Not Quite Adding UpGlobal Lighting Technologies Inc. ( TWSE:4935 ) shares have continued their recent momentum with a 25% gain in the last...お知らせ • May 01Global Lighting Technologies Inc. to Report Q1, 2024 Results on May 07, 2024Global Lighting Technologies Inc. announced that they will report Q1, 2024 results on May 07, 2024Reported Earnings • Mar 03Full year 2023 earnings released: EPS: NT$2.57 (vs NT$8.05 in FY 2022)Full year 2023 results: EPS: NT$2.57 (down from NT$8.05 in FY 2022). Revenue: NT$5.94b (down 39% from FY 2022). Net income: NT$331.4m (down 68% from FY 2022). Profit margin: 5.6% (down from 11% 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 34% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Feb 27Global Lighting Technologies Inc., Annual General Meeting, May 28, 2024Global Lighting Technologies Inc., Annual General Meeting, May 28, 2024. Location: No.168, Sec.1, Yanping Rd., Pingzhen Dist., Taiwan, R.o.c. Taiwan Agenda: To consider report of the business of 2023; to consider audit committee's review report; to consider report of the compensation for the employees and director's of 2023; to consider report of the amendments to the Code of Ethics and Conduct; to consider Report the amendments to the Ethics Corporate Management Best Practice Principles; to consider Adoption of the Business Report and Financial Statements of 2023; to consider adoption of the proposal for distribution of 2023 profits; and to consider other matters.お知らせ • Nov 03Global Lighting Technologies Inc. Announces Management ChangesGlobal Lighting Technologies Inc. announced the new replacement of the Company's Chief Plant Manager. Name, title, and resume of the previous position holder: Fleming Lin, Chief Plant Manager of Global Lighting Technologies Inc. Name, title, and resume of the new position holder: Joe Song, Chungli Plant Manager of Global Lighting Technologies Inc. (Taiwan). Effective date is November 2, 2023.Reported Earnings • Aug 23Second quarter 2023 earnings released: EPS: NT$1.82 (vs NT$0.43 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.82 (up from NT$0.43 in 2Q 2022). Revenue: NT$1.76b (down 4.5% from 2Q 2022). Net income: NT$234.6m (up 320% from 2Q 2022). Profit margin: 13% (up from 3.0% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Jul 10Upcoming dividend of NT$4.00 per share at 6.9% yieldEligible shareholders must have bought the stock before 17 July 2023. Payment date: 11 August 2023. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 6.9%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.2%).お知らせ • Jun 29Global Lighting Technologies Inc. Announces Cash Dividend Distribution, Payable on August 11, 2023Global Lighting Technologies Inc. announced cash dividend distribution for common shares is TWD 515,456,364, TWD 4 per share will be distributed. Payment date of cash dividend distribution on August 11, 2023. Ex-rights (ex-dividend) record date of July 23, 2023.Buying Opportunity • May 10Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be NT$71.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 18%.Buying Opportunity • Apr 21Now 21% undervaluedOver the last 90 days, the stock is up 4.3%. The fair value is estimated to be NT$71.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 18%.Buying Opportunity • Dec 29Now 20% undervaluedOver the last 90 days, the stock is up 2.0%. The fair value is estimated to be NT$68.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 30%.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Representative Director Jiann-Shiun Lin was the last director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 06Third quarter 2022 earnings released: EPS: NT$3.83 (vs NT$2.88 in 3Q 2021)Third quarter 2022 results: EPS: NT$3.83 (up from NT$2.88 in 3Q 2021). Revenue: NT$3.18b (up 14% from 3Q 2021). Net income: NT$494.4m (up 31% from 3Q 2021). Profit margin: 16% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$57.50, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 11x in the Semiconductor industry in Taiwan. Total loss to shareholders of 26% over the past three years.Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: NT$0.43 (vs NT$2.06 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.43 (down from NT$2.06 in 2Q 2021). Revenue: NT$1.84b (down 33% from 2Q 2021). Net income: NT$55.8m (down 79% from 2Q 2021). Profit margin: 3.0% (down from 9.9% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Buying Opportunity • Aug 16Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.3%. The fair value is estimated to be NT$75.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 54%.Upcoming Dividend • Jul 19Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 26 July 2022. Payment date: 22 August 2022. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 8.2%. Within top quartile of Taiwanese dividend payers (6.8%). Higher than average of industry peers (3.7%).Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Executive Chairman Mang-Shiang Lee was the last director to join the board, commencing their role in 2000. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • May 27+ 1 more updateGlobal Lighting Technologies Inc. Announces Management AppointmentsGlobal Lighting Technologies Inc. announced that at its AGM held on 26 May 2022, the company has Election of the Directors and Independent Directors, the elected members are: Mang-Shiang Lee, Wistron Corproation Representative: Jiann-Shiun Lin, Tzu-Hsin Chang and Ching-Ling Wang. Independent Director Su-Lee Wen Tsai, Independent Director Ho-Hsiang Hsu, Independent Director Ching-Yi Chang.Reported Earnings • May 15First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: NT$1.94 (down from NT$2.49 in 1Q 2021). Revenue: NT$2.44b (down 8.6% from 1Q 2021). Net income: NT$249.4m (down 23% from 1Q 2021). Profit margin: 10% (down from 12% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 26%. Earnings per share (EPS) also missed analyst estimates by 28%. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.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. 2 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director K. Tsai was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 16Global Lighting Technologies Inc. Announces the Retirement of Ching-Lin Wang as Group CTOGlobal Lighting Technologies Inc. announced the retirement of Ching-Lin Wang as Group CTO of the company. Effective date is April 15, 2022.Buying Opportunity • Mar 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.8%. The fair value is estimated to be NT$91.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% per annum over the last 3 years. Earnings per share has grown by 65% per annum over the last 3 years.Reported Earnings • Mar 01Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$9.74 (down from NT$10.35 in FY 2020). Revenue: NT$10.9b (down 2.9% from FY 2020). Net income: NT$1.28b (down 5.9% from FY 2020). Profit margin: 12% (in line with FY 2020). Revenue missed analyst estimates by 26%. Earnings per share (EPS) also missed analyst estimates by 28%. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 25Global Lighting Technologies Inc. Announces the Adjustment of the Company's CEOGlobal Lighting Technologies Inc. announced the adjustment of the company's CEO. Type of personnel changed (please enter: spokesperson, acting spokesperson, important personnel (CEO, COO, CMO, CSO, etc.),financial officer, accounting officer, corporate governance officer,research and development officer, chief internal auditor, or designated and non-designated representatives): CEO. Date of occurrence of the change: February 24, 2022. Name, title, and resume of the previous position holder: Mang-Shiang Lee/Chairman and Group CEO of the Company. Reason for the change: position adjustment. Effective date: February 24, 2022.Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$2.88 (vs NT$3.55 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: NT$2.79b (down 19% from 3Q 2020). Net income: NT$376.4m (down 19% from 3Q 2020). Profit margin: 14% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 08Upcoming dividend of NT$5.50 per shareEligible shareholders must have bought the stock before 15 September 2021. Payment date: 08 October 2021. Trailing yield: 6.8%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (2.1%).Reported Earnings • Aug 19Second quarter 2021 earnings released: EPS NT$2.06 (vs NT$2.82 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$2.73b (down 6.0% from 2Q 2020). Net income: NT$270.2m (down 27% from 2Q 2020). Profit margin: 9.9% (down from 13% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$106, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Semiconductor industry in Taiwan. Total returns to shareholders of 197% over the past three years.Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to NT$83.70, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 148% over the past three years.Reported Earnings • Apr 30First quarter 2021 earnings released: EPS NT$2.49 (vs NT$0.76 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.67b (up 94% from 1Q 2020). Net income: NT$325.5m (up 227% from 1Q 2020). Profit margin: 12% (up from 7.2% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 29Does Global Lighting Technologies (TPE:4935) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Mar 11What We Make Of Global Lighting Technologies' (TPE:4935) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • Mar 09Full year 2020 earnings released: EPS NT$10.35 (vs NT$2.63 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$11.2b (up 112% from FY 2019). Net income: NT$1.36b (up 293% from FY 2019). Profit margin: 12% (up from 6.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Mar 09Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 10%, compared to a 17% growth forecast for the Semiconductor industry in Taiwan.お知らせ • Mar 06+ 1 more updateGlobal Lighting Technologies Inc. Announces Executive ChangesGlobal Lighting Technologies Inc. announced appointment of Johnny Tsai who is replacing CL Wang as President. Effective date of the new appointment is March 5, 2021.分析記事 • Feb 24If You Had Bought Global Lighting Technologies (TPE:4935) Stock Three Years Ago, You Could Pocket A 149% Gain TodayThe 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 • Feb 09Is Global Lighting Technologies Inc. (TPE:4935) A Smart Pick For Income Investors?Today we'll take a closer look at Global Lighting Technologies Inc. ( TPE:4935 ) from a dividend investor's...Is New 90 Day High Low • Feb 01New 90-day low: NT$101The company is down 3.0% from its price of NT$104 on 03 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 35% over the same period.分析記事 • Jan 25Global Lighting Technologies Inc. (TPE:4935) Stock's Been Sliding But Fundamentals Look Decent: Will The Market Correct The Share Price In The Future?Global Lighting Technologies (TPE:4935) has had a rough month with its share price down 6.3%. However, the company's...分析記事 • Jan 11What Type Of Shareholders Make Up Global Lighting Technologies Inc.'s (TPE:4935) Share Registry?The big shareholder groups in Global Lighting Technologies Inc. ( TPE:4935 ) have power over the company. Institutions...分析記事 • Dec 28Global Lighting Technologies (TPE:4935) Could Easily Take On More DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Dec 13Is Now The Time To Put Global Lighting Technologies (TPE:4935) On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...分析記事 • Nov 30What Do The Returns On Capital At Global Lighting Technologies (TPE:4935) Tell Us?What are the early trends we should look for to identify a stock that could multiply in value over the long term...Price Target Changed • Nov 17Price target lowered to NT$142Down from NT$164, the current price target is provided by 1 analyst. The new target price is 20% above the current share price of NT$119. As of last close, the stock is up 24% over the past year.Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$3.55The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$3.43b (up 137% from 3Q 2019). Net income: NT$465.2m (up 221% from 3Q 2019). Profit margin: 14% (up from 10.0% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Nov 14Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates by 6.6%. Over the next year, revenue is forecast to grow 17%, compared to a 13% growth forecast for the Semiconductor industry in Taiwan.Is New 90 Day High Low • Sep 24New 90-day low: NT$105The company is down 21% from its price of NT$132 on 24 June 2020. The Taiwanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 26% over the same period. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Global Lighting Technologies は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TWSE:4935 - アナリストの将来予測と過去の財務データ ( )TWD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20265,004176164533N/A12/31/20255,351172440814N/A9/30/20256,003270553848N/A6/30/20256,562290538901N/A3/31/20256,931447662934N/A12/31/20246,946529645886N/A9/30/20246,740428564775N/A6/30/20246,3114889561,079N/A3/31/20246,2605591,1031,189N/A12/31/20235,9403319241,010N/A9/30/20236,6395321,4981,600N/A6/30/20238,2868689291,034N/A3/31/20238,3696891,1841,289N/A12/31/20229,7241,0371,4191,511N/A9/30/202210,1591,1039121,016N/A6/30/20229,7649851,5061,612N/A3/31/202210,6551,1999971,122N/A12/31/202110,8831,2759761,202N/A9/30/202111,6861,3941,7311,946N/A6/30/202112,3241,4821,6081,901N/A3/31/202112,4981,5811,8512,244N/A12/31/202011,2061,3551,6472,041N/A9/30/20209,3241,0569321,405N/A6/30/20207,3407396731,162N/A3/31/20205,576420364828N/A12/31/20195,286345N/A860N/A9/30/20195,117255N/A809N/A6/30/20195,529237N/A631N/A3/31/20195,474219N/A582N/A12/31/20185,424169N/A737N/A9/30/20185,491170N/A558N/A6/30/20185,306118N/A582N/A3/31/20185,670171N/A566N/A12/31/20175,872271N/A347N/A9/30/20175,819351N/A482N/A6/30/20175,781522N/A744N/A3/31/20175,991692N/A927N/A12/31/20166,065790N/A1,235N/A9/30/20166,397921N/A1,301N/A6/30/20166,739992N/A1,538N/A3/31/20166,824894N/A1,509N/A12/31/20157,062864N/A1,157N/A9/30/20157,065779N/A1,069N/A6/30/20156,769637N/A727N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 4935の予測収益成長が 貯蓄率 ( 1.3% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 4935の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 4935の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 4935の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 4935の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 4935の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/12 18:11終値2026/06/12 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Global Lighting Technologies Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Youxi LinKGI Securities Co. Ltd.Zhilong YenMasterlink Securities Investment AdvisorySherman ShangSinoPac Securities Investment Service1 その他のアナリストを表示
Price Target Changed • Nov 17Price target lowered to NT$142Down from NT$164, the current price target is provided by 1 analyst. The new target price is 20% above the current share price of NT$119. As of last close, the stock is up 24% over the past year.
Declared Dividend • Jun 10Dividend reduced to NT$1.00Dividend of NT$1.00 is 55% lower than last year. Ex-date: 25th June 2026 Payment date: 24th July 2026 Dividend yield will be 2.7%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (79% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 17% to shift the payout ratio to a potentially unsustainable range, which is less than the 35% EPS decline seen over the last 5 years.
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$42.35, the stock trades at a trailing P/E ratio of 31x. Average trailing P/E is 46x in the Semiconductor industry in Taiwan. Total loss to shareholders of 15% over the past three years.
Reported Earnings • May 09First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: NT$1.05b (down 25% from 1Q 2025). Net income: NT$51.2m (up 7.8% from 1Q 2025). Profit margin: 4.9% (up from 3.4% in 1Q 2025). The increase in margin was driven by lower expenses.
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$1.34 (vs NT$4.11 in FY 2024)Full year 2025 results: EPS: NT$1.34 (down from NT$4.11 in FY 2024). Revenue: NT$5.35b (down 23% from FY 2024). Net income: NT$172.3m (down 67% from FY 2024). Profit margin: 3.2% (down from 7.6% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
New Risk • Mar 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.2% Last year net profit margin: 7.6% 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 Earnings have declined by 34% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (105% payout ratio). Profit margins are more than 30% lower than last year (3.2% net profit margin).
お知らせ • Mar 06Global Lighting Technologies Inc., Annual General Meeting, May 26, 2026Global Lighting Technologies Inc., Annual General Meeting, May 26, 2026. Location: no,99, sec.1 ling hang n. rd., jhongli district, taoyuan city Taiwan
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$0.62 (vs NT$0.77 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.62 (down from NT$0.77 in 3Q 2024). Revenue: NT$1.41b (down 28% from 3Q 2024). Net income: NT$79.4m (down 20% from 3Q 2024). Profit margin: 5.6% (up from 5.0% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Sep 10Now 20% undervaluedOver the last 90 days, the stock has risen 14% to NT$47.90. The fair value is estimated to be NT$60.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 38%.
Valuation Update With 7 Day Price Move • Sep 04Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$49.00, the stock trades at a trailing P/E ratio of 21.8x. Average trailing P/E is 31x in the Semiconductor industry in Taiwan. Total loss to shareholders of 5.5% over the past three years.
Reported Earnings • Sep 01Second quarter 2025 earnings released: EPS: NT$0.04 (vs NT$1.27 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.04 (down from NT$1.27 in 2Q 2024). Revenue: NT$1.44b (down 20% from 2Q 2024). Net income: NT$5.96m (down 96% from 2Q 2024). Profit margin: 0.4% (down from 9.0% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Aug 08Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to NT$40.45. The fair value is estimated to be NT$50.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has declined by 37%.
Buy Or Sell Opportunity • Jun 16Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to NT$39.90. The fair value is estimated to be NT$52.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has declined by 37%.
Upcoming Dividend • Jun 09Upcoming dividend of NT$2.20 per shareEligible shareholders must have bought the stock before 16 June 2025. Payment date: 11 July 2025. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (2.4%).
お知らせ • May 30Global Lighting Technologies Inc. Announces Cash Dividend Distribution for Common Shares, Payable on July 11, 2025Global Lighting Technologies Inc. announced cash dividend distribution for common shares is TWD 283,501,000, TWD 2.2 per share will be distributed. Ex-rights (ex-dividend) trading date is June 16, 2025. Ex-rights (ex-dividend) record date of June 22, 2025. Payment date of common stock cash dividend distribution on July 11, 2025. Date of the resolution by the board of directors or shareholders meeting or decision by the Company is May 29, 2025.
お知らせ • May 29Global Lighting Technologies Inc. Approves the Election of DirectorsGlobal Lighting Technologies Inc. approved the election of Director: Wistron Corproation Representative: Jiann-Shiun Lin; Director: Mark Richard Pratt; Independent Director: Ya-Hui Chuang, at the 2025 Annual General Shareholders' Meeting held on May 28, 2025.
Buy Or Sell Opportunity • May 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to NT$41.50. The fair value is estimated to be NT$52.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has declined by 37%.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.37 (vs NT$1.00 in 1Q 2024)First quarter 2025 results: EPS: NT$0.37 (down from NT$1.00 in 1Q 2024). Revenue: NT$1.39b (down 1.1% from 1Q 2024). Net income: NT$47.5m (down 63% from 1Q 2024). Profit margin: 3.4% (down from 9.2% in 1Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • May 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to NT$44.05. The fair value is estimated to be NT$56.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has declined by 38%.
お知らせ • May 01Global Lighting Technologies Inc. to Report Q1, 2025 Results on May 08, 2025Global Lighting Technologies Inc. announced that they will report Q1, 2025 results on May 08, 2025
Buy Or Sell Opportunity • Apr 08Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to NT$42.55. The fair value is estimated to be NT$56.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has declined by 38%.
Reported Earnings • Mar 08Full year 2024 earnings released: EPS: NT$4.10 (vs NT$2.57 in FY 2023)Full year 2024 results: EPS: NT$4.10 (up from NT$2.57 in FY 2023). Revenue: NT$6.95b (up 17% from FY 2023). Net income: NT$528.9m (up 60% from FY 2023). Profit margin: 7.6% (up from 5.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 03Global Lighting Technologies Inc., Annual General Meeting, May 28, 2025Global Lighting Technologies Inc., Annual General Meeting, May 28, 2025. Location: no,99, sec.1 ling hang n. rd., jhongli district, taoyuan city Taiwan
お知らせ • Feb 20Global Lighting Technologies Inc. to Report Fiscal Year 2024 Results on Feb 27, 2025Global Lighting Technologies Inc. announced that they will report fiscal year 2024 results on Feb 27, 2025
分析記事 • Nov 18Global Lighting Technologies' (TWSE:4935) Soft Earnings Are Actually Better Than They AppearThe most recent earnings report from Global Lighting Technologies Inc. ( TWSE:4935 ) was disappointing for...
New Risk • Nov 09New major risk - Revenue and earnings growthEarnings have declined by 6.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.1% 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. Share price has been volatile over the past 3 months (6.8% average weekly change).
Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: NT$0.77 (vs NT$1.23 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.77 (down from NT$1.23 in 3Q 2023). Revenue: NT$1.97b (up 28% from 3Q 2023). Net income: NT$99.2m (down 38% from 3Q 2023). Profit margin: 5.0% (down from 10% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% 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 fallen by 40% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
分析記事 • Nov 08Calculating The Intrinsic Value Of Global Lighting Technologies Inc. (TWSE:4935)Key Insights Using the 2 Stage Free Cash Flow to Equity, Global Lighting Technologies fair value estimate is NT$73.16...
New Risk • Nov 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 6.7% 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: 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 (6.7% average weekly change).
お知らせ • Oct 30Global Lighting Technologies Inc. to Report Q3, 2024 Results on Nov 05, 2024Global Lighting Technologies Inc. announced that they will report Q3, 2024 results on Nov 05, 2024
Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$69.90, the stock trades at a trailing P/E ratio of 18.5x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 8.9% over the past three years.
Buy Or Sell Opportunity • Aug 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.9% to NT$58.00. The fair value is estimated to be NT$72.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 24% over the last 3 years. Earnings per share has declined by 39%.
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$1.27 (vs NT$1.82 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.27 (down from NT$1.82 in 2Q 2023). Revenue: NT$1.81b (up 2.9% from 2Q 2023). Net income: NT$163.2m (down 30% from 2Q 2023). Profit margin: 9.0% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% 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 fallen by 39% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 13There's No Escaping Global Lighting Technologies Inc.'s (TWSE:4935) Muted EarningsWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") above 23x, you may consider...
お知らせ • Aug 06Global Lighting Technologies Inc. to Report Q2, 2024 Results on Aug 13, 2024Global Lighting Technologies Inc. announced that they will report Q2, 2024 results on Aug 13, 2024
Upcoming Dividend • Jul 12Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 19 July 2024. Payment date: 16 August 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (1.9%).
Reported Earnings • Jun 20First quarter 2024 earnings released: EPS: NT$1.00 (vs NT$0.77 loss in 1Q 2023)First quarter 2024 results: EPS: NT$1.00 (up from NT$0.77 loss in 1Q 2023). Revenue: NT$1.41b (up 30% from 1Q 2023). Net income: NT$129.0m (up NT$227.9m from 1Q 2023). Profit margin: 9.2% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% 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.
分析記事 • Jun 11Global Lighting Technologies (TWSE:4935) Is Paying Out Less In Dividends Than Last YearGlobal Lighting Technologies Inc. ( TWSE:4935 ) has announced that on 16th of August, it will be paying a dividend...
Declared Dividend • Jun 11Dividend reduced to NT$1.50Dividend of NT$1.50 is 63% lower than last year. Ex-date: 19th July 2024 Payment date: 16th August 2024 Dividend yield will be 2.5%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • May 09Now 21% undervaluedOver the last 90 days, the stock has risen 34% to NT$65.80. The fair value is estimated to be NT$83.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 20% over the last 3 years. Earnings per share has declined by 34%.
分析記事 • May 06Global Lighting Technologies Inc.'s (TWSE:4935) 25% Share Price Surge Not Quite Adding UpGlobal Lighting Technologies Inc. ( TWSE:4935 ) shares have continued their recent momentum with a 25% gain in the last...
お知らせ • May 01Global Lighting Technologies Inc. to Report Q1, 2024 Results on May 07, 2024Global Lighting Technologies Inc. announced that they will report Q1, 2024 results on May 07, 2024
Reported Earnings • Mar 03Full year 2023 earnings released: EPS: NT$2.57 (vs NT$8.05 in FY 2022)Full year 2023 results: EPS: NT$2.57 (down from NT$8.05 in FY 2022). Revenue: NT$5.94b (down 39% from FY 2022). Net income: NT$331.4m (down 68% from FY 2022). Profit margin: 5.6% (down from 11% 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 34% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 27Global Lighting Technologies Inc., Annual General Meeting, May 28, 2024Global Lighting Technologies Inc., Annual General Meeting, May 28, 2024. Location: No.168, Sec.1, Yanping Rd., Pingzhen Dist., Taiwan, R.o.c. Taiwan Agenda: To consider report of the business of 2023; to consider audit committee's review report; to consider report of the compensation for the employees and director's of 2023; to consider report of the amendments to the Code of Ethics and Conduct; to consider Report the amendments to the Ethics Corporate Management Best Practice Principles; to consider Adoption of the Business Report and Financial Statements of 2023; to consider adoption of the proposal for distribution of 2023 profits; and to consider other matters.
お知らせ • Nov 03Global Lighting Technologies Inc. Announces Management ChangesGlobal Lighting Technologies Inc. announced the new replacement of the Company's Chief Plant Manager. Name, title, and resume of the previous position holder: Fleming Lin, Chief Plant Manager of Global Lighting Technologies Inc. Name, title, and resume of the new position holder: Joe Song, Chungli Plant Manager of Global Lighting Technologies Inc. (Taiwan). Effective date is November 2, 2023.
Reported Earnings • Aug 23Second quarter 2023 earnings released: EPS: NT$1.82 (vs NT$0.43 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.82 (up from NT$0.43 in 2Q 2022). Revenue: NT$1.76b (down 4.5% from 2Q 2022). Net income: NT$234.6m (up 320% from 2Q 2022). Profit margin: 13% (up from 3.0% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Jul 10Upcoming dividend of NT$4.00 per share at 6.9% yieldEligible shareholders must have bought the stock before 17 July 2023. Payment date: 11 August 2023. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 6.9%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.2%).
お知らせ • Jun 29Global Lighting Technologies Inc. Announces Cash Dividend Distribution, Payable on August 11, 2023Global Lighting Technologies Inc. announced cash dividend distribution for common shares is TWD 515,456,364, TWD 4 per share will be distributed. Payment date of cash dividend distribution on August 11, 2023. Ex-rights (ex-dividend) record date of July 23, 2023.
Buying Opportunity • May 10Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be NT$71.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 18%.
Buying Opportunity • Apr 21Now 21% undervaluedOver the last 90 days, the stock is up 4.3%. The fair value is estimated to be NT$71.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 18%.
Buying Opportunity • Dec 29Now 20% undervaluedOver the last 90 days, the stock is up 2.0%. The fair value is estimated to be NT$68.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 30%.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Representative Director Jiann-Shiun Lin was the last director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 06Third quarter 2022 earnings released: EPS: NT$3.83 (vs NT$2.88 in 3Q 2021)Third quarter 2022 results: EPS: NT$3.83 (up from NT$2.88 in 3Q 2021). Revenue: NT$3.18b (up 14% from 3Q 2021). Net income: NT$494.4m (up 31% from 3Q 2021). Profit margin: 16% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$57.50, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 11x in the Semiconductor industry in Taiwan. Total loss to shareholders of 26% over the past three years.
Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: NT$0.43 (vs NT$2.06 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.43 (down from NT$2.06 in 2Q 2021). Revenue: NT$1.84b (down 33% from 2Q 2021). Net income: NT$55.8m (down 79% from 2Q 2021). Profit margin: 3.0% (down from 9.9% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Buying Opportunity • Aug 16Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.3%. The fair value is estimated to be NT$75.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 54%.
Upcoming Dividend • Jul 19Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 26 July 2022. Payment date: 22 August 2022. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 8.2%. Within top quartile of Taiwanese dividend payers (6.8%). Higher than average of industry peers (3.7%).
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Executive Chairman Mang-Shiang Lee was the last director to join the board, commencing their role in 2000. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • May 27+ 1 more updateGlobal Lighting Technologies Inc. Announces Management AppointmentsGlobal Lighting Technologies Inc. announced that at its AGM held on 26 May 2022, the company has Election of the Directors and Independent Directors, the elected members are: Mang-Shiang Lee, Wistron Corproation Representative: Jiann-Shiun Lin, Tzu-Hsin Chang and Ching-Ling Wang. Independent Director Su-Lee Wen Tsai, Independent Director Ho-Hsiang Hsu, Independent Director Ching-Yi Chang.
Reported Earnings • May 15First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: NT$1.94 (down from NT$2.49 in 1Q 2021). Revenue: NT$2.44b (down 8.6% from 1Q 2021). Net income: NT$249.4m (down 23% from 1Q 2021). Profit margin: 10% (down from 12% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 26%. Earnings per share (EPS) also missed analyst estimates by 28%. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
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. 2 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director K. Tsai was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 16Global Lighting Technologies Inc. Announces the Retirement of Ching-Lin Wang as Group CTOGlobal Lighting Technologies Inc. announced the retirement of Ching-Lin Wang as Group CTO of the company. Effective date is April 15, 2022.
Buying Opportunity • Mar 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.8%. The fair value is estimated to be NT$91.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% per annum over the last 3 years. Earnings per share has grown by 65% per annum over the last 3 years.
Reported Earnings • Mar 01Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$9.74 (down from NT$10.35 in FY 2020). Revenue: NT$10.9b (down 2.9% from FY 2020). Net income: NT$1.28b (down 5.9% from FY 2020). Profit margin: 12% (in line with FY 2020). Revenue missed analyst estimates by 26%. Earnings per share (EPS) also missed analyst estimates by 28%. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 25Global Lighting Technologies Inc. Announces the Adjustment of the Company's CEOGlobal Lighting Technologies Inc. announced the adjustment of the company's CEO. Type of personnel changed (please enter: spokesperson, acting spokesperson, important personnel (CEO, COO, CMO, CSO, etc.),financial officer, accounting officer, corporate governance officer,research and development officer, chief internal auditor, or designated and non-designated representatives): CEO. Date of occurrence of the change: February 24, 2022. Name, title, and resume of the previous position holder: Mang-Shiang Lee/Chairman and Group CEO of the Company. Reason for the change: position adjustment. Effective date: February 24, 2022.
Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$2.88 (vs NT$3.55 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: NT$2.79b (down 19% from 3Q 2020). Net income: NT$376.4m (down 19% from 3Q 2020). Profit margin: 14% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 08Upcoming dividend of NT$5.50 per shareEligible shareholders must have bought the stock before 15 September 2021. Payment date: 08 October 2021. Trailing yield: 6.8%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (2.1%).
Reported Earnings • Aug 19Second quarter 2021 earnings released: EPS NT$2.06 (vs NT$2.82 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$2.73b (down 6.0% from 2Q 2020). Net income: NT$270.2m (down 27% from 2Q 2020). Profit margin: 9.9% (down from 13% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$106, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Semiconductor industry in Taiwan. Total returns to shareholders of 197% over the past three years.
Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to NT$83.70, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 148% over the past three years.
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS NT$2.49 (vs NT$0.76 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.67b (up 94% from 1Q 2020). Net income: NT$325.5m (up 227% from 1Q 2020). Profit margin: 12% (up from 7.2% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 29Does Global Lighting Technologies (TPE:4935) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Mar 11What We Make Of Global Lighting Technologies' (TPE:4935) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • Mar 09Full year 2020 earnings released: EPS NT$10.35 (vs NT$2.63 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$11.2b (up 112% from FY 2019). Net income: NT$1.36b (up 293% from FY 2019). Profit margin: 12% (up from 6.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Mar 09Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 10%, compared to a 17% growth forecast for the Semiconductor industry in Taiwan.
お知らせ • Mar 06+ 1 more updateGlobal Lighting Technologies Inc. Announces Executive ChangesGlobal Lighting Technologies Inc. announced appointment of Johnny Tsai who is replacing CL Wang as President. Effective date of the new appointment is March 5, 2021.
分析記事 • Feb 24If You Had Bought Global Lighting Technologies (TPE:4935) Stock Three Years Ago, You Could Pocket A 149% Gain TodayThe 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 • Feb 09Is Global Lighting Technologies Inc. (TPE:4935) A Smart Pick For Income Investors?Today we'll take a closer look at Global Lighting Technologies Inc. ( TPE:4935 ) from a dividend investor's...
Is New 90 Day High Low • Feb 01New 90-day low: NT$101The company is down 3.0% from its price of NT$104 on 03 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 35% over the same period.
分析記事 • Jan 25Global Lighting Technologies Inc. (TPE:4935) Stock's Been Sliding But Fundamentals Look Decent: Will The Market Correct The Share Price In The Future?Global Lighting Technologies (TPE:4935) has had a rough month with its share price down 6.3%. However, the company's...
分析記事 • Jan 11What Type Of Shareholders Make Up Global Lighting Technologies Inc.'s (TPE:4935) Share Registry?The big shareholder groups in Global Lighting Technologies Inc. ( TPE:4935 ) have power over the company. Institutions...
分析記事 • Dec 28Global Lighting Technologies (TPE:4935) Could Easily Take On More DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Dec 13Is Now The Time To Put Global Lighting Technologies (TPE:4935) On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
分析記事 • Nov 30What Do The Returns On Capital At Global Lighting Technologies (TPE:4935) Tell Us?What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Price Target Changed • Nov 17Price target lowered to NT$142Down from NT$164, the current price target is provided by 1 analyst. The new target price is 20% above the current share price of NT$119. As of last close, the stock is up 24% over the past year.
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$3.55The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$3.43b (up 137% from 3Q 2019). Net income: NT$465.2m (up 221% from 3Q 2019). Profit margin: 14% (up from 10.0% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Nov 14Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates by 6.6%. Over the next year, revenue is forecast to grow 17%, compared to a 13% growth forecast for the Semiconductor industry in Taiwan.
Is New 90 Day High Low • Sep 24New 90-day low: NT$105The company is down 21% from its price of NT$132 on 24 June 2020. The Taiwanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 26% over the same period.