View Future GrowthTranscom 過去の業績過去 基準チェック /26Transcomは、平均年間7.1%の収益成長を遂げていますが、 Semiconductor業界の収益は、年間 減少しています。収益は、平均年間4.6% 5.4%収益成長率で 成長しています。 Transcomの自己資本利益率は7.1%であり、純利益率は19.7%です。主要情報7.05%収益成長率4.43%EPS成長率Semiconductor 業界の成長19.89%収益成長率5.38%株主資本利益率7.10%ネット・マージン19.72%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 11First quarter 2026 earnings released: EPS: NT$0.22 (vs NT$0.83 in 1Q 2025)First quarter 2026 results: EPS: NT$0.22 (down from NT$0.83 in 1Q 2025). Revenue: NT$177.7m (down 33% from 1Q 2025). Net income: NT$20.2m (down 73% from 1Q 2025). Profit margin: 11% (down from 28% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 34% 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 fallen by 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$2.51 (vs NT$4.40 in FY 2024)Full year 2025 results: EPS: NT$2.51 (down from NT$4.40 in FY 2024). Revenue: NT$954.3m (down 27% from FY 2024). Net income: NT$225.0m (down 43% from FY 2024). Profit margin: 24% (down from 30% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$0.69 (vs NT$1.34 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.69 (down from NT$1.34 in 3Q 2024). Revenue: NT$212.5m (down 36% from 3Q 2024). Net income: NT$62.2m (down 48% from 3Q 2024). Profit margin: 29% (down from 37% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 11% per year.Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: NT$0.41 (vs NT$1.44 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.41 (down from NT$1.44 in 2Q 2024). Revenue: NT$212.5m (down 42% from 2Q 2024). Net income: NT$33.2m (down 72% from 2Q 2024). Profit margin: 16% (down from 32% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 07First quarter 2025 earnings released: EPS: NT$0.91 (vs NT$0.87 in 1Q 2024)First quarter 2025 results: EPS: NT$0.91 (up from NT$0.87 in 1Q 2024). Revenue: NT$266.4m (down 4.2% from 1Q 2024). Net income: NT$74.5m (up 4.8% from 1Q 2024). Profit margin: 28% (up from 26% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Apr 23Transcom, Inc. to Report Q1, 2025 Results on Apr 30, 2025Transcom, Inc. announced that they will report Q1, 2025 results on Apr 30, 2025すべての更新を表示Recent updatesReported Earnings • May 11First quarter 2026 earnings released: EPS: NT$0.22 (vs NT$0.83 in 1Q 2025)First quarter 2026 results: EPS: NT$0.22 (down from NT$0.83 in 1Q 2025). Revenue: NT$177.7m (down 33% from 1Q 2025). Net income: NT$20.2m (down 73% from 1Q 2025). Profit margin: 11% (down from 28% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 34% 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 fallen by 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$131, the stock trades at a trailing P/E ratio of 53x. Average forward P/E is 25x in the Semiconductor industry in Taiwan. Total loss to shareholders of 3.5% over the past three years.Declared Dividend • Mar 14Dividend of NT$2.50 announcedShareholders will receive a dividend of NT$2.50. Ex-date: 30th March 2026 Payment date: 27th April 2026 Dividend yield will be 1.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (127% earnings payout ratio) nor is it covered by cash flows (277% cash payout ratio). The dividend has increased by an average of 47% per year over the past 7 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 41% to bring the payout ratio under control, which is more than the 1.8% EPS growth achieved over the last 5 years.Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$2.51 (vs NT$4.40 in FY 2024)Full year 2025 results: EPS: NT$2.51 (down from NT$4.40 in FY 2024). Revenue: NT$954.3m (down 27% from FY 2024). Net income: NT$225.0m (down 43% from FY 2024). Profit margin: 24% (down from 30% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Mar 13Transcom, Inc. announces Annual dividend, payable on April 27, 2026Transcom, Inc. announced Annual dividend of TWD 1.6000 per share payable on April 27, 2026, ex-date on March 30, 2026 and record date on March 31, 2026.お知らせ • Mar 12Transcom, Inc., Annual General Meeting, Jun 18, 2026Transcom, Inc., Annual General Meeting, Jun 18, 2026, at 10:00 Taipei Standard Time. Location: 2 floor no,26, nan k`o 3rd rd., sinshih district, tainan city TaiwanReported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$0.69 (vs NT$1.34 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.69 (down from NT$1.34 in 3Q 2024). Revenue: NT$212.5m (down 36% from 3Q 2024). Net income: NT$62.2m (down 48% from 3Q 2024). Profit margin: 29% (down from 37% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 11% per year.Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: NT$0.41 (vs NT$1.44 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.41 (down from NT$1.44 in 2Q 2024). Revenue: NT$212.5m (down 42% from 2Q 2024). Net income: NT$33.2m (down 72% from 2Q 2024). Profit margin: 16% (down from 32% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 07First quarter 2025 earnings released: EPS: NT$0.91 (vs NT$0.87 in 1Q 2024)First quarter 2025 results: EPS: NT$0.91 (up from NT$0.87 in 1Q 2024). Revenue: NT$266.4m (down 4.2% from 1Q 2024). Net income: NT$74.5m (up 4.8% from 1Q 2024). Profit margin: 28% (up from 26% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Apr 23Transcom, Inc. to Report Q1, 2025 Results on Apr 30, 2025Transcom, Inc. announced that they will report Q1, 2025 results on Apr 30, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$100.00, the stock trades at a trailing P/E ratio of 20.6x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total loss to shareholders of 12% over the past three years.お知らせ • Mar 11Transcom, Inc., Annual General Meeting, Jun 11, 2025Transcom, Inc., Annual General Meeting, Jun 11, 2025, at 10:00 Taipei Standard Time. Location: 2 floor no,26, nan k`o 3rd rd., sinshih district, tainan city TaiwanDeclared Dividend • Mar 10Dividend of NT$4.00 announcedShareholders will receive a dividend of NT$4.00. Ex-date: 24th March 2025 Payment date: 23rd April 2025 Dividend yield will be 3.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (67% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 54% per year over the past 6 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 09Full year 2024 earnings released: EPS: NT$4.84 (vs NT$5.35 in FY 2023)Full year 2024 results: EPS: NT$4.84 (down from NT$5.35 in FY 2023). Revenue: NT$1.30b (up 4.1% from FY 2023). Net income: NT$396.3m (down 9.2% from FY 2023). Profit margin: 30% (down from 35% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Mar 01Transcom, Inc. to Report Fiscal Year 2024 Results on Mar 07, 2025Transcom, Inc. announced that they will report fiscal year 2024 results on Mar 07, 2025Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: NT$1.58 (vs NT$1.83 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.58 (down from NT$1.83 in 2Q 2023). Revenue: NT$363.3m (up 5.2% from 2Q 2023). Net income: NT$117.4m (down 14% from 2Q 2023). Profit margin: 32% (down from 39% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 07Some Shareholders Feeling Restless Over Transcom, Inc.'s (TWSE:5222) P/E RatioTranscom, Inc.'s ( TWSE:5222 ) price-to-earnings (or "P/E") ratio of 23x might make it look like a sell right now...お知らせ • Jul 30Transcom, Inc. to Report Q2, 2024 Results on Aug 06, 2024Transcom, Inc. announced that they will report Q2, 2024 results on Aug 06, 2024分析記事 • May 21We Think That There Are Issues Underlying Transcom's (TWSE:5222) EarningsDespite posting some strong earnings, the market for Transcom, Inc.'s ( TWSE:5222 ) stock hasn't moved much. We did...Reported Earnings • May 12First quarter 2024 earnings released: EPS: NT$0.96 (vs NT$0.62 in 1Q 2023)First quarter 2024 results: EPS: NT$0.96 (up from NT$0.62 in 1Q 2023). Revenue: NT$278.1m (up 25% from 1Q 2023). Net income: NT$71.1m (up 55% from 1Q 2023). Profit margin: 26% (up from 21% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 16% per year.お知らせ • Apr 26Transcom, Inc. to Report Q1, 2024 Results on May 02, 2024Transcom, Inc. announced that they will report Q1, 2024 results on May 02, 2024Upcoming Dividend • Mar 20Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 27 March 2024. Payment date: 24 April 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Taiwanese dividend payers (4.8%). Lower than average of industry peers (2.4%).分析記事 • Mar 14Transcom (TWSE:5222) Has Announced That It Will Be Increasing Its Dividend To NT$4.00Transcom, Inc. ( TWSE:5222 ) has announced that it will be increasing its dividend from last year's comparable payment...Declared Dividend • Mar 14Dividend of NT$4.00 announcedShareholders will receive a dividend of NT$4.00. Ex-date: 27th March 2024 Payment date: 24th April 2024 Dividend yield will be 2.4%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 56% per year over the past 5 years. However, payments have been volatile during that time. Earnings per share has grown by 47% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Mar 14+ 1 more updateTranscom, Inc., Annual General Meeting, Jun 12, 2024Transcom, Inc., Annual General Meeting, Jun 12, 2024. Location: Room 201, 2F., NO.26, Nanke 3rd Rd., Xinshi Dist Tainan City Taiwan Agenda: To consider 2023 Business Report; to consider 2023 Audit Committees Review Report; to consider 2023 Earnings Distribution of Cash Dividend; to approve 2023 Business Report and Financial Statements; to approve the proposal for 2023 Earnings Distribution; and to consider other matters.Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$182, the stock trades at a trailing P/E ratio of 37.7x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 166% over the past three years.Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: NT$2.01 (vs NT$0.20 in 2Q 2022)Second quarter 2023 results: EPS: NT$2.01 (up from NT$0.20 in 2Q 2022). Revenue: NT$345.2m (up 23% from 2Q 2022). Net income: NT$135.8m (up NT$122.0m from 2Q 2022). Profit margin: 39% (up from 4.9% in 2Q 2022). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jul 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Buying Opportunity • May 05Now 21% undervaluedOver the last 90 days, the stock is up 51%. The fair value is estimated to be NT$271, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 10%.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$179, the stock trades at a trailing P/E ratio of 48.7x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total returns to shareholders of 303% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of NT$3.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 April 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (6.0%). Lower than average of industry peers (3.3%).Reported Earnings • Mar 19Full year 2022 earnings released: EPS: NT$3.71 (vs NT$4.04 in FY 2021)Full year 2022 results: EPS: NT$3.71. Revenue: NT$1.03b (up 13% from FY 2021). Net income: NT$249.5m (up 1.2% from FY 2021). Profit margin: 24% (down from 27% in FY 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$153, the stock trades at a trailing P/E ratio of 47.4x. Average forward P/E is 13x in the Semiconductor industry in Taiwan. Total returns to shareholders of 207% over the past three years.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . 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 13Third quarter 2022 earnings released: EPS: NT$1.02 (vs NT$0.66 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.02 (up from NT$0.66 in 3Q 2021). Revenue: NT$244.1m (up 14% from 3Q 2021). Net income: NT$68.4m (up 74% from 3Q 2021). Profit margin: 28% (up from 18% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$129, the stock trades at a trailing P/E ratio of 46x. Average forward P/E is 10x in the Semiconductor industry in Taiwan. Total returns to shareholders of 160% over the past three years.Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: NT$0.20 (vs NT$1.04 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.20 (down from NT$1.04 in 2Q 2021). Revenue: NT$281.2m (up 24% from 2Q 2021). Net income: NT$13.8m (down 78% from 2Q 2021). Profit margin: 4.9% (down from 27% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Jul 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be NT$160, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 36%.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$145, the stock trades at a trailing P/E ratio of 41.4x. Average trailing P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 326% over the past three years.Reported Earnings • May 06First quarter 2022 earnings released: EPS: NT$0.86 (vs NT$1.13 in 1Q 2021)First quarter 2022 results: EPS: NT$0.86 (down from NT$1.13 in 1Q 2021). Revenue: NT$188.5m (down 21% from 1Q 2021). Net income: NT$57.7m (down 14% from 1Q 2021). Profit margin: 31% (up from 28% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27Less 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. 8 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . 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 15Third quarter 2021 earnings released: EPS NT$0.66 (vs NT$1.05 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$214.6m (up 2.8% from 3Q 2020). Net income: NT$39.3m (down 32% from 3Q 2020). Profit margin: 18% (down from 28% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 77% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$166, the stock trades at a trailing P/E ratio of 41x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 394% over the past three years.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$1.04 (vs NT$0.27 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$227.3m (up 55% from 2Q 2020). Net income: NT$61.7m (up 328% from 2Q 2020). Profit margin: 27% (up from 9.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 50% per year.Reported Earnings • May 29First quarter 2021 earnings released: EPS NT$1.66 (vs NT$0.63 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$238.2m (up 68% from 1Q 2020). Net income: NT$67.0m (up 96% from 1Q 2020). Profit margin: 28% (up from 24% 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 48% per year whereas the company’s share price has increased by 44% per year.Valuation Update With 7 Day Price Move • May 08Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$139, the stock trades at a trailing P/E ratio of 46x. Average trailing P/E is 27x in the Semiconductor industry in Taiwan. Total returns to shareholders of 291% over the past three years.Upcoming Dividend • Apr 30Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 07 May 2021. Payment date: 26 May 2021. Trailing yield: 0.3%. Lower than top quartile of Taiwanese dividend payers (4.7%). Lower than average of industry peers (1.8%).分析記事 • Apr 04Calculating The Intrinsic Value Of Transcom, Inc. (GTSM:5222)In this article we are going to estimate the intrinsic value of Transcom, Inc. ( GTSM:5222 ) by taking the expected...Reported Earnings • Mar 25Full year 2020 earnings released: EPS NT$4.42 (vs NT$3.84 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: NT$706.0m (up 24% from FY 2019). Net income: NT$164.1m (up 17% from FY 2019). Profit margin: 23% (down from 25% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 16Should Transcom, Inc. (GTSM:5222) Be Part Of Your Dividend Portfolio?Is Transcom, Inc. ( GTSM:5222 ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$135, the stock is trading at a trailing P/E ratio of 33x, up from the previous P/E ratio of 27.7x. This compares to an average P/E of 29x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 111%.Is New 90 Day High Low • Feb 20New 90-day high: NT$129The company is up 24% from its price of NT$104 on 20 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 34% over the same period.分析記事 • Feb 08We Like Transcom's (GTSM:5222) Returns And Here's How They're TrendingThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$118, the stock is trading at a trailing P/E ratio of 28.8x, up from the previous P/E ratio of 24.6x. This compares to an average P/E of 26x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 94%.Is New 90 Day High Low • Feb 04New 90-day high: NT$114The company is up 14% from its price of NT$99.90 on 06 November 2020. The Taiwanese market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 38% over the same period.お知らせ • Jan 21Transcom, Inc., Annual General Meeting, Apr 15, 2021Transcom, Inc., Annual General Meeting, Apr 15, 2021.分析記事 • Jan 17Transcom, Inc.'s (GTSM:5222) Stock Been Rising: Are Strong Financials Guiding The Market?Transcom's (GTSM:5222) stock is up by 5.5% over the past three months. Given that the market rewards strong financials...Is New 90 Day High Low • Jan 05New 90-day high: NT$108The company is up 3.0% from its price of NT$105 on 08 October 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 25% over the same period.分析記事 • Dec 29Transcom (GTSM:5222) Is Growing Earnings But Are They A Good Guide?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...分析記事 • Dec 14Introducing Transcom (GTSM:5222), The Stock That Zoomed 216% In The Last Five YearsWhen you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...分析記事 • Nov 26Should You Or Shouldn't You: A Dividend Analysis on Transcom, Inc. (GTSM:5222)Dividend paying stocks like Transcom, Inc. (GTSM:5222) tend to be popular with investors, and for good reason - some...収支内訳Transcom の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TWSE:5222 収益、費用、利益 ( )TWD Millions日付収益収益G+A経費研究開発費31 Mar 268661711797831 Dec 259542251777230 Sep 251,0212571776430 Jun 251,1393161796231 Mar 251,2904001816231 Dec 241,3023961776330 Sep 241,3464411746430 Jun 241,3254431736331 Mar 241,3074621696031 Dec 231,2514371725830 Sep 231,1984141865130 Jun 231,1323601734931 Mar 231,0682381654831 Dec 221,0352491544630 Sep 229502181384830 Jun 229211891344731 Mar 228672371374731 Dec 219172471364730 Sep 219232481344730 Jun 218832441364931 Mar 218031971194831 Dec 207061641285030 Sep 206451351184930 Jun 206511501154831 Mar 20626157974531 Dec 19570141894030 Sep 19478101793730 Jun 1938561703431 Mar 1935554693231 Dec 1836151683230 Sep 1838553643830 Jun 1840956604431 Mar 1840254584131 Dec 1739652573930 Sep 1741185533230 Jun 17427117502431 Mar 17382112462331 Dec 16337107422230 Sep 1625375402030 Jun 1616943391731 Mar 1615933381731 Dec 1514922381730 Jun 15114-293621質の高い収益: 5222は 高品質の収益 を持っています。利益率の向上: 5222の現在の純利益率 (19.7%)は、昨年(31%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 5222の収益は過去 5 年間で年間7.1%増加しました。成長の加速: 5222は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 5222は過去 1 年間で収益成長率がマイナス ( -57.3% ) となったため、 Semiconductor業界平均 ( 2.4% ) と比較することが困難です。株主資本利益率高いROE: 5222の 自己資本利益率 ( 7.1% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSemiconductors 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 19:20終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Transcom, 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Changrong ChenCapital Securities CorporationShuchun HsiaoMasterlink Securities Investment Advisory
Reported Earnings • May 11First quarter 2026 earnings released: EPS: NT$0.22 (vs NT$0.83 in 1Q 2025)First quarter 2026 results: EPS: NT$0.22 (down from NT$0.83 in 1Q 2025). Revenue: NT$177.7m (down 33% from 1Q 2025). Net income: NT$20.2m (down 73% from 1Q 2025). Profit margin: 11% (down from 28% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 34% 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 fallen by 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$2.51 (vs NT$4.40 in FY 2024)Full year 2025 results: EPS: NT$2.51 (down from NT$4.40 in FY 2024). Revenue: NT$954.3m (down 27% from FY 2024). Net income: NT$225.0m (down 43% from FY 2024). Profit margin: 24% (down from 30% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$0.69 (vs NT$1.34 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.69 (down from NT$1.34 in 3Q 2024). Revenue: NT$212.5m (down 36% from 3Q 2024). Net income: NT$62.2m (down 48% from 3Q 2024). Profit margin: 29% (down from 37% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 11% per year.
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: NT$0.41 (vs NT$1.44 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.41 (down from NT$1.44 in 2Q 2024). Revenue: NT$212.5m (down 42% from 2Q 2024). Net income: NT$33.2m (down 72% from 2Q 2024). Profit margin: 16% (down from 32% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 07First quarter 2025 earnings released: EPS: NT$0.91 (vs NT$0.87 in 1Q 2024)First quarter 2025 results: EPS: NT$0.91 (up from NT$0.87 in 1Q 2024). Revenue: NT$266.4m (down 4.2% from 1Q 2024). Net income: NT$74.5m (up 4.8% from 1Q 2024). Profit margin: 28% (up from 26% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Apr 23Transcom, Inc. to Report Q1, 2025 Results on Apr 30, 2025Transcom, Inc. announced that they will report Q1, 2025 results on Apr 30, 2025
Reported Earnings • May 11First quarter 2026 earnings released: EPS: NT$0.22 (vs NT$0.83 in 1Q 2025)First quarter 2026 results: EPS: NT$0.22 (down from NT$0.83 in 1Q 2025). Revenue: NT$177.7m (down 33% from 1Q 2025). Net income: NT$20.2m (down 73% from 1Q 2025). Profit margin: 11% (down from 28% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 34% 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 fallen by 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$131, the stock trades at a trailing P/E ratio of 53x. Average forward P/E is 25x in the Semiconductor industry in Taiwan. Total loss to shareholders of 3.5% over the past three years.
Declared Dividend • Mar 14Dividend of NT$2.50 announcedShareholders will receive a dividend of NT$2.50. Ex-date: 30th March 2026 Payment date: 27th April 2026 Dividend yield will be 1.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (127% earnings payout ratio) nor is it covered by cash flows (277% cash payout ratio). The dividend has increased by an average of 47% per year over the past 7 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 41% to bring the payout ratio under control, which is more than the 1.8% EPS growth achieved over the last 5 years.
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$2.51 (vs NT$4.40 in FY 2024)Full year 2025 results: EPS: NT$2.51 (down from NT$4.40 in FY 2024). Revenue: NT$954.3m (down 27% from FY 2024). Net income: NT$225.0m (down 43% from FY 2024). Profit margin: 24% (down from 30% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Mar 13Transcom, Inc. announces Annual dividend, payable on April 27, 2026Transcom, Inc. announced Annual dividend of TWD 1.6000 per share payable on April 27, 2026, ex-date on March 30, 2026 and record date on March 31, 2026.
お知らせ • Mar 12Transcom, Inc., Annual General Meeting, Jun 18, 2026Transcom, Inc., Annual General Meeting, Jun 18, 2026, at 10:00 Taipei Standard Time. Location: 2 floor no,26, nan k`o 3rd rd., sinshih district, tainan city Taiwan
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$0.69 (vs NT$1.34 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.69 (down from NT$1.34 in 3Q 2024). Revenue: NT$212.5m (down 36% from 3Q 2024). Net income: NT$62.2m (down 48% from 3Q 2024). Profit margin: 29% (down from 37% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 11% per year.
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: NT$0.41 (vs NT$1.44 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.41 (down from NT$1.44 in 2Q 2024). Revenue: NT$212.5m (down 42% from 2Q 2024). Net income: NT$33.2m (down 72% from 2Q 2024). Profit margin: 16% (down from 32% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 07First quarter 2025 earnings released: EPS: NT$0.91 (vs NT$0.87 in 1Q 2024)First quarter 2025 results: EPS: NT$0.91 (up from NT$0.87 in 1Q 2024). Revenue: NT$266.4m (down 4.2% from 1Q 2024). Net income: NT$74.5m (up 4.8% from 1Q 2024). Profit margin: 28% (up from 26% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Apr 23Transcom, Inc. to Report Q1, 2025 Results on Apr 30, 2025Transcom, Inc. announced that they will report Q1, 2025 results on Apr 30, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$100.00, the stock trades at a trailing P/E ratio of 20.6x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total loss to shareholders of 12% over the past three years.
お知らせ • Mar 11Transcom, Inc., Annual General Meeting, Jun 11, 2025Transcom, Inc., Annual General Meeting, Jun 11, 2025, at 10:00 Taipei Standard Time. Location: 2 floor no,26, nan k`o 3rd rd., sinshih district, tainan city Taiwan
Declared Dividend • Mar 10Dividend of NT$4.00 announcedShareholders will receive a dividend of NT$4.00. Ex-date: 24th March 2025 Payment date: 23rd April 2025 Dividend yield will be 3.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (67% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 54% per year over the past 6 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 09Full year 2024 earnings released: EPS: NT$4.84 (vs NT$5.35 in FY 2023)Full year 2024 results: EPS: NT$4.84 (down from NT$5.35 in FY 2023). Revenue: NT$1.30b (up 4.1% from FY 2023). Net income: NT$396.3m (down 9.2% from FY 2023). Profit margin: 30% (down from 35% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Mar 01Transcom, Inc. to Report Fiscal Year 2024 Results on Mar 07, 2025Transcom, Inc. announced that they will report fiscal year 2024 results on Mar 07, 2025
Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: NT$1.58 (vs NT$1.83 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.58 (down from NT$1.83 in 2Q 2023). Revenue: NT$363.3m (up 5.2% from 2Q 2023). Net income: NT$117.4m (down 14% from 2Q 2023). Profit margin: 32% (down from 39% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 07Some Shareholders Feeling Restless Over Transcom, Inc.'s (TWSE:5222) P/E RatioTranscom, Inc.'s ( TWSE:5222 ) price-to-earnings (or "P/E") ratio of 23x might make it look like a sell right now...
お知らせ • Jul 30Transcom, Inc. to Report Q2, 2024 Results on Aug 06, 2024Transcom, Inc. announced that they will report Q2, 2024 results on Aug 06, 2024
分析記事 • May 21We Think That There Are Issues Underlying Transcom's (TWSE:5222) EarningsDespite posting some strong earnings, the market for Transcom, Inc.'s ( TWSE:5222 ) stock hasn't moved much. We did...
Reported Earnings • May 12First quarter 2024 earnings released: EPS: NT$0.96 (vs NT$0.62 in 1Q 2023)First quarter 2024 results: EPS: NT$0.96 (up from NT$0.62 in 1Q 2023). Revenue: NT$278.1m (up 25% from 1Q 2023). Net income: NT$71.1m (up 55% from 1Q 2023). Profit margin: 26% (up from 21% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Apr 26Transcom, Inc. to Report Q1, 2024 Results on May 02, 2024Transcom, Inc. announced that they will report Q1, 2024 results on May 02, 2024
Upcoming Dividend • Mar 20Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 27 March 2024. Payment date: 24 April 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Taiwanese dividend payers (4.8%). Lower than average of industry peers (2.4%).
分析記事 • Mar 14Transcom (TWSE:5222) Has Announced That It Will Be Increasing Its Dividend To NT$4.00Transcom, Inc. ( TWSE:5222 ) has announced that it will be increasing its dividend from last year's comparable payment...
Declared Dividend • Mar 14Dividend of NT$4.00 announcedShareholders will receive a dividend of NT$4.00. Ex-date: 27th March 2024 Payment date: 24th April 2024 Dividend yield will be 2.4%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 56% per year over the past 5 years. However, payments have been volatile during that time. Earnings per share has grown by 47% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 14+ 1 more updateTranscom, Inc., Annual General Meeting, Jun 12, 2024Transcom, Inc., Annual General Meeting, Jun 12, 2024. Location: Room 201, 2F., NO.26, Nanke 3rd Rd., Xinshi Dist Tainan City Taiwan Agenda: To consider 2023 Business Report; to consider 2023 Audit Committees Review Report; to consider 2023 Earnings Distribution of Cash Dividend; to approve 2023 Business Report and Financial Statements; to approve the proposal for 2023 Earnings Distribution; and to consider other matters.
Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$182, the stock trades at a trailing P/E ratio of 37.7x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 166% over the past three years.
Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: NT$2.01 (vs NT$0.20 in 2Q 2022)Second quarter 2023 results: EPS: NT$2.01 (up from NT$0.20 in 2Q 2022). Revenue: NT$345.2m (up 23% from 2Q 2022). Net income: NT$135.8m (up NT$122.0m from 2Q 2022). Profit margin: 39% (up from 4.9% in 2Q 2022). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jul 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Buying Opportunity • May 05Now 21% undervaluedOver the last 90 days, the stock is up 51%. The fair value is estimated to be NT$271, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 10%.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$179, the stock trades at a trailing P/E ratio of 48.7x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total returns to shareholders of 303% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of NT$3.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 April 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (6.0%). Lower than average of industry peers (3.3%).
Reported Earnings • Mar 19Full year 2022 earnings released: EPS: NT$3.71 (vs NT$4.04 in FY 2021)Full year 2022 results: EPS: NT$3.71. Revenue: NT$1.03b (up 13% from FY 2021). Net income: NT$249.5m (up 1.2% from FY 2021). Profit margin: 24% (down from 27% in FY 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$153, the stock trades at a trailing P/E ratio of 47.4x. Average forward P/E is 13x in the Semiconductor industry in Taiwan. Total returns to shareholders of 207% over the past three years.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . 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 13Third quarter 2022 earnings released: EPS: NT$1.02 (vs NT$0.66 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.02 (up from NT$0.66 in 3Q 2021). Revenue: NT$244.1m (up 14% from 3Q 2021). Net income: NT$68.4m (up 74% from 3Q 2021). Profit margin: 28% (up from 18% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$129, the stock trades at a trailing P/E ratio of 46x. Average forward P/E is 10x in the Semiconductor industry in Taiwan. Total returns to shareholders of 160% over the past three years.
Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: NT$0.20 (vs NT$1.04 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.20 (down from NT$1.04 in 2Q 2021). Revenue: NT$281.2m (up 24% from 2Q 2021). Net income: NT$13.8m (down 78% from 2Q 2021). Profit margin: 4.9% (down from 27% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Jul 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be NT$160, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 36%.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$145, the stock trades at a trailing P/E ratio of 41.4x. Average trailing P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 326% over the past three years.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: NT$0.86 (vs NT$1.13 in 1Q 2021)First quarter 2022 results: EPS: NT$0.86 (down from NT$1.13 in 1Q 2021). Revenue: NT$188.5m (down 21% from 1Q 2021). Net income: NT$57.7m (down 14% from 1Q 2021). Profit margin: 31% (up from 28% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27Less 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. 8 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . 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 15Third quarter 2021 earnings released: EPS NT$0.66 (vs NT$1.05 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$214.6m (up 2.8% from 3Q 2020). Net income: NT$39.3m (down 32% from 3Q 2020). Profit margin: 18% (down from 28% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 77% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$166, the stock trades at a trailing P/E ratio of 41x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 394% over the past three years.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$1.04 (vs NT$0.27 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$227.3m (up 55% from 2Q 2020). Net income: NT$61.7m (up 328% from 2Q 2020). Profit margin: 27% (up from 9.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 50% per year.
Reported Earnings • May 29First quarter 2021 earnings released: EPS NT$1.66 (vs NT$0.63 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$238.2m (up 68% from 1Q 2020). Net income: NT$67.0m (up 96% from 1Q 2020). Profit margin: 28% (up from 24% 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 48% per year whereas the company’s share price has increased by 44% per year.
Valuation Update With 7 Day Price Move • May 08Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$139, the stock trades at a trailing P/E ratio of 46x. Average trailing P/E is 27x in the Semiconductor industry in Taiwan. Total returns to shareholders of 291% over the past three years.
Upcoming Dividend • Apr 30Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 07 May 2021. Payment date: 26 May 2021. Trailing yield: 0.3%. Lower than top quartile of Taiwanese dividend payers (4.7%). Lower than average of industry peers (1.8%).
分析記事 • Apr 04Calculating The Intrinsic Value Of Transcom, Inc. (GTSM:5222)In this article we are going to estimate the intrinsic value of Transcom, Inc. ( GTSM:5222 ) by taking the expected...
Reported Earnings • Mar 25Full year 2020 earnings released: EPS NT$4.42 (vs NT$3.84 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: NT$706.0m (up 24% from FY 2019). Net income: NT$164.1m (up 17% from FY 2019). Profit margin: 23% (down from 25% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 16Should Transcom, Inc. (GTSM:5222) Be Part Of Your Dividend Portfolio?Is Transcom, Inc. ( GTSM:5222 ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$135, the stock is trading at a trailing P/E ratio of 33x, up from the previous P/E ratio of 27.7x. This compares to an average P/E of 29x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 111%.
Is New 90 Day High Low • Feb 20New 90-day high: NT$129The company is up 24% from its price of NT$104 on 20 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 34% over the same period.
分析記事 • Feb 08We Like Transcom's (GTSM:5222) Returns And Here's How They're TrendingThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$118, the stock is trading at a trailing P/E ratio of 28.8x, up from the previous P/E ratio of 24.6x. This compares to an average P/E of 26x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 94%.
Is New 90 Day High Low • Feb 04New 90-day high: NT$114The company is up 14% from its price of NT$99.90 on 06 November 2020. The Taiwanese market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 38% over the same period.
お知らせ • Jan 21Transcom, Inc., Annual General Meeting, Apr 15, 2021Transcom, Inc., Annual General Meeting, Apr 15, 2021.
分析記事 • Jan 17Transcom, Inc.'s (GTSM:5222) Stock Been Rising: Are Strong Financials Guiding The Market?Transcom's (GTSM:5222) stock is up by 5.5% over the past three months. Given that the market rewards strong financials...
Is New 90 Day High Low • Jan 05New 90-day high: NT$108The company is up 3.0% from its price of NT$105 on 08 October 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 25% over the same period.
分析記事 • Dec 29Transcom (GTSM:5222) Is Growing Earnings But Are They A Good Guide?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
分析記事 • Dec 14Introducing Transcom (GTSM:5222), The Stock That Zoomed 216% In The Last Five YearsWhen you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...
分析記事 • Nov 26Should You Or Shouldn't You: A Dividend Analysis on Transcom, Inc. (GTSM:5222)Dividend paying stocks like Transcom, Inc. (GTSM:5222) tend to be popular with investors, and for good reason - some...