GEM Services(6525)株式概要GEM Services, Inc.はパワーマネージメント半導体に関するサービスを提供している。 詳細6525 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績3/6財務の健全性6/6配当金4/6報酬株価収益率( 21.3 x) TW市場( 22.9 x)を下回っています。過去1年間で収益は13.3%増加しました リスク分析過去5年間で収益は年間5.5%減少しました。 不安定な配当実績 すべてのリスクチェックを見る6525 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$129.5035.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture06b2016201920222025202620282031Revenue NT$6.1bEarnings NT$878.9mAdvancedSet Fair ValueView all narrativesGEM Services, Inc. 競合他社Feedback TechnologySymbol: TPEX:8091Market cap: NT$13.8bYoungtek ElectronicsSymbol: TPEX:6261Market cap: NT$15.2bIntegrated Service TechnologySymbol: TPEX:3289Market cap: NT$14.7bAmpoc Far-EastSymbol: TWSE:2493Market cap: NT$20.0b価格と性能株価の高値、安値、推移の概要GEM Services過去の株価現在の株価NT$129.5052週高値NT$138.0052週安値NT$65.10ベータ0.411ヶ月の変化44.53%3ヶ月変化55.28%1年変化94.74%3年間の変化69.95%5年間の変化69.06%IPOからの変化159.00%最新ニュースValuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$134, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 43x in the Semiconductor industry in Taiwan. Total returns to shareholders of 112% over the past three years.Declared Dividend • May 23Dividend increased to NT$5.00Dividend of NT$5.00 is 19% higher than last year. Ex-date: 5th June 2026 Payment date: 30th June 2026 Dividend yield will be 4.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$109, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 44x in the Semiconductor industry in Taiwan. Total returns to shareholders of 82% over the past three years.Buy Or Sell Opportunity • Apr 22Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to NT$96.40. The fair value is estimated to be NT$79.19, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.3%.Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$5.88 (vs NT$5.15 in FY 2024)Full year 2025 results: EPS: NT$5.88 (up from NT$5.15 in FY 2024). Revenue: NT$5.33b (up 14% from FY 2024). Net income: NT$758.6m (up 14% from FY 2024). Profit margin: 14% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Mar 10GEM Services, Inc., Annual General Meeting, May 26, 2026GEM Services, Inc., Annual General Meeting, May 26, 2026, at 09:00 Taipei Standard Time. Location: 3 floor no,88, min ch`uan rd., banciao district, new taipei city Taiwan最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$134, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 43x in the Semiconductor industry in Taiwan. Total returns to shareholders of 112% over the past three years.Declared Dividend • May 23Dividend increased to NT$5.00Dividend of NT$5.00 is 19% higher than last year. Ex-date: 5th June 2026 Payment date: 30th June 2026 Dividend yield will be 4.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$109, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 44x in the Semiconductor industry in Taiwan. Total returns to shareholders of 82% over the past three years.Buy Or Sell Opportunity • Apr 22Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to NT$96.40. The fair value is estimated to be NT$79.19, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.3%.Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$5.88 (vs NT$5.15 in FY 2024)Full year 2025 results: EPS: NT$5.88 (up from NT$5.15 in FY 2024). Revenue: NT$5.33b (up 14% from FY 2024). Net income: NT$758.6m (up 14% from FY 2024). Profit margin: 14% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Mar 10GEM Services, Inc., Annual General Meeting, May 26, 2026GEM Services, Inc., Annual General Meeting, May 26, 2026, at 09:00 Taipei Standard Time. Location: 3 floor no,88, min ch`uan rd., banciao district, new taipei city TaiwanReported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$1.85 (vs NT$1.14 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.85 (up from NT$1.14 in 3Q 2024). Revenue: NT$1.39b (up 16% from 3Q 2024). Net income: NT$239.1m (up 63% from 3Q 2024). Profit margin: 17% (up from 12% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Reported Earnings • Aug 12Second quarter 2025 earnings released: EPS: NT$1.10 (vs NT$1.26 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.10 (down from NT$1.26 in 2Q 2024). Revenue: NT$1.39b (up 17% from 2Q 2024). Net income: NT$142.5m (down 12% from 2Q 2024). Profit margin: 10% (down from 14% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Upcoming Dividend • May 21Upcoming dividend of NT$4.20 per shareEligible shareholders must have bought the stock before 27 May 2025. Payment date: 12 June 2025. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 5.9%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (2.4%).Reported Earnings • May 07First quarter 2025 earnings released: EPS: NT$1.42 (vs NT$1.21 in 1Q 2024)First quarter 2025 results: EPS: NT$1.42 (up from NT$1.21 in 1Q 2024). Revenue: NT$1.21b (up 14% from 1Q 2024). Net income: NT$183.9m (up 18% from 1Q 2024). Profit margin: 15% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 19% 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.Declared Dividend • May 07Dividend increased to NT$4.20Dividend of NT$4.20 is 20% higher than last year. Ex-date: 27th May 2025 Payment date: 12th June 2025 Dividend yield will be 6.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (78% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.お知らせ • Apr 27GEM Services, Inc. to Report Q1, 2025 Results on May 05, 2025GEM Services, Inc. announced that they will report Q1, 2025 results on May 05, 2025Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$55.80, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total loss to shareholders of 20% over the past three years.Reported Earnings • Mar 14Full year 2024 earnings released: EPS: NT$5.15 (vs NT$4.39 in FY 2023)Full year 2024 results: EPS: NT$5.15 (up from NT$4.39 in FY 2023). Revenue: NT$4.67b (up 5.7% from FY 2023). Net income: NT$664.2m (up 17% from FY 2023). Profit margin: 14% (up from 13% 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 20% 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.お知らせ • Mar 12GEM Services, Inc., Annual General Meeting, May 26, 2025GEM Services, Inc., Annual General Meeting, May 26, 2025, at 09:00 Taipei Standard Time. Location: 3 floor no,88, min ch`uan rd., banciao district, new taipei city Taiwanお知らせ • Mar 01GEM Services, Inc. to Report Fiscal Year 2024 Results on Mar 10, 2025GEM Services, Inc. announced that they will report fiscal year 2024 results on Mar 10, 2025分析記事 • Nov 18Why GEM Services' (TWSE:6525) Earnings Are Better Than They SeemThe market seemed underwhelmed by last week's earnings announcement from GEM Services, Inc. ( TWSE:6525 ) despite the...Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: NT$1.14 (vs NT$1.05 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.14 (up from NT$1.05 in 3Q 2023). Revenue: NT$1.19b (up 7.1% from 3Q 2023). Net income: NT$146.9m (up 8.1% from 3Q 2023). Profit margin: 12% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 19% 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.お知らせ • Nov 02GEM Services, Inc. to Report Q3, 2024 Results on Nov 11, 2024GEM Services, Inc. announced that they will report Q3, 2024 results on Nov 11, 2024分析記事 • Oct 15GEM Services, Inc.'s (TWSE:6525) Business And Shares Still Trailing The MarketWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") above 22x, you may consider GEM...Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$75.50, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 30x in the Semiconductor industry in Taiwan. Total loss to shareholders of 5.2% over the past three years.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: NT$1.26 (vs NT$1.20 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.26 (up from NT$1.20 in 2Q 2023). Revenue: NT$1.19b (up 9.0% from 2Q 2023). Net income: NT$162.0m (up 4.3% from 2Q 2023). Profit margin: 14% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 15% per year and the company’s share price has also fallen by 15% per year.Buy Or Sell Opportunity • Aug 01Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at NT$68.20. The fair value is estimated to be NT$56.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 10%.お知らせ • Jul 31GEM Services, Inc. to Report Q2, 2024 Results on Aug 07, 2024GEM Services, Inc. announced that they will report Q2, 2024 results on Aug 07, 2024お知らせ • May 29Gem Services, Inc. Announces Fourth Compensation Committee ChangesGEM Services, Inc. announced the List of Members of the Company's Fourth Compensation Committee Name of the previous position holder: Independent Director: Shu, Yeh, Independent Director: Sen-Tai, Wen, Independent Director: Yueh-Li, Lee, Independent Director: Wen Chen, Huang. Resume of the previous position holder: Shu, Yeh Professor of Department of Accounting, National Taiwan University, Powerchip Semiconductor Manufacturing Corporation/Independent Director. Sen-Tai, Wen: Taiyi International Investment Co. Ltd./Director and CEO, E-PIN Optical Industry Co. Ltd./Director (Juristic person). Yueh-Li, Lee: Independent Director of the Company, Wen Chen, Huang: ALPHA Optical Co. Ltd./Director. Name of the new position holder: Independent Director: Shu, Yeh, Independent Director: Wen Chen, Huang, Independent Director: Chun-Chi, Yang, Independent Director: Chi-Yu, Yang. Resume of the new position holder: Shu, Yeh: Professor of Department of Business Administration, Fu Jen Catholic University Director of Center for Sustainable Development and Management, Fu Jen Catholic University, Wonderful Hi-Tech Co. Ltd. /Independent Director, Powertech Industrial Co. Ltd./Independent Director, Makalot Industrial Co. Ltd. /Independent Director. -Yu, Yang: LandMark Optoelectronics Corporation/Director & CFO, Elite Advanced Laser Corporation/Independent Director, The CID Group Inc./Partner. Circumstances of change: term expired. Effective date of the new member is May 27, 2024.Upcoming Dividend • May 23Upcoming dividend of NT$3.50 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 17 June 2024. Payout ratio is on the higher end at 80%, and the cash payout ratio is above 100%. Trailing yield: 4.9%. Within top quartile of Taiwanese dividend payers (4.3%). Higher than average of industry peers (2.3%).お知らせ • May 11GEM Services, Inc. Announces Cash Dividend, Payable on June 17, 2024GEM Services, Inc. announced cash dividends of TWD 451,665,844 (TWD 3.5 per share). Date of the resolution by the board of directors or shareholders meeting or decision by the Company is May 10, 2024. Ex-rights (ex-dividend) trading date is May 30, 2024. Ex-rights (ex-dividend) record date is June 5, 2024. Payment date of common stock cash dividend distribution June 17, 2024.Reported Earnings • May 10First quarter 2024 earnings released: EPS: NT$1.21 (vs NT$1.24 in 1Q 2023)First quarter 2024 results: EPS: NT$1.21 (down from NT$1.24 in 1Q 2023). Revenue: NT$1.06b (flat on 1Q 2023). Net income: NT$156.5m (down 2.2% from 1Q 2023). Profit margin: 15% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • May 03GEM Services, Inc. to Report Q1, 2024 Results on May 08, 2024GEM Services, Inc. announced that they will report Q1, 2024 results on May 08, 2024お知らせ • Mar 14GEM Services, Inc., Annual General Meeting, May 27, 2024GEM Services, Inc., Annual General Meeting, May 27, 2024. Location: 3F., No. 88, Minquan Rd., Banqiao Dist New Taipei City Taiwan Agenda: To report 2023 employees profit sharing and directors compensation; to report the business of 2023; to consider audit Committee's review report; to report 2023 earnings distribution; to consider amendment to the Rules of Procedure for Board of Directors Meetings; to accept 2023 Business Report and Financial Statements; to accept the Proposal for Distribution of 2023 Profits; to consider election of the Company's Directors; and to transact other matters.Reported Earnings • Nov 18Third quarter 2023 earnings released: EPS: NT$1.05 (vs NT$2.27 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.05 (down from NT$2.27 in 3Q 2022). Revenue: NT$1.11b (down 19% from 3Q 2022). Net income: NT$135.9m (down 54% from 3Q 2022). Profit margin: 12% (down from 21% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$1.20 (vs NT$2.08 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.20 (down from NT$2.08 in 2Q 2022). Revenue: NT$1.09b (down 21% from 2Q 2022). Net income: NT$155.3m (down 42% from 2Q 2022). Profit margin: 14% (down from 20% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.Upcoming Dividend • Jun 13Upcoming dividend of NT$5.50 per share at 6.9% yieldEligible shareholders must have bought the stock before 20 June 2023. Payment date: 05 July 2023. Payout ratio is on the higher end at 85%, and the cash payout ratio is above 100%. Trailing yield: 6.9%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.2%).Reported Earnings • May 24First quarter 2023 earnings released: EPS: NT$1.24 (vs NT$1.96 in 1Q 2022)First quarter 2023 results: EPS: NT$1.24 (down from NT$1.96 in 1Q 2022). Revenue: NT$1.07b (down 16% from 1Q 2022). Net income: NT$159.9m (down 37% from 1Q 2022). Profit margin: 15% (down from 20% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 24Full year 2022 earnings released: EPS: NT$7.21 (vs NT$6.65 in FY 2021)Full year 2022 results: EPS: NT$7.21 (up from NT$6.65 in FY 2021). Revenue: NT$5.22b (up 9.8% from FY 2021). Net income: NT$930.3m (up 8.4% from FY 2021). Profit margin: 18% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 17% per year.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. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Audit Supervisor Sen Xing Lai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Buying Opportunity • Oct 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be NT$75.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 12%.Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: NT$2.07 (vs NT$1.52 in 2Q 2021)Second quarter 2022 results: EPS: NT$2.07 (up from NT$1.52 in 2Q 2021). Revenue: NT$1.37b (up 19% from 2Q 2021). Net income: NT$267.9m (up 37% from 2Q 2021). Profit margin: 20% (up from 17% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 12Upcoming dividend of NT$5.50 per shareEligible shareholders must have bought the stock before 19 July 2022. Payment date: 03 August 2022. Payout ratio is on the higher end at 78% but the company is not cash flow positive. Trailing yield: 7.1%. Within top quartile of Taiwanese dividend payers (6.7%). Higher than average of industry peers (3.9%).Reported Earnings • May 14First quarter 2022 earnings released: EPS: NT$1.96 (vs NT$1.53 in 1Q 2021)First quarter 2022 results: EPS: NT$1.96 (up from NT$1.53 in 1Q 2021). Revenue: NT$1.27b (up 19% from 1Q 2021). Net income: NT$252.7m (up 28% from 1Q 2021). Profit margin: 20% (up from 19% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 9% per year.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. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Audit Supervisor Sen Xing Lai was the last director to join the board, commencing their role in 2015. 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 12Third quarter 2021 earnings released: EPS NT$2.02 (vs NT$1.37 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.25b (up 24% from 3Q 2020). Net income: NT$260.8m (up 48% from 3Q 2020). Profit margin: 21% (up from 18% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$110, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 158% over the past three years.Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS NT$1.52 (vs NT$1.54 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$1.16b (up 14% from 2Q 2020). Net income: NT$196.1m (down 1.2% from 2Q 2020). Profit margin: 17% (down from 20% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Aug 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$104, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 26x in the Semiconductor industry in Taiwan. Total returns to shareholders of 70% over the past three years.Upcoming Dividend • Aug 03Upcoming dividend of NT$4.50 per shareEligible shareholders must have bought the stock before 10 August 2021. Payment date: 25 August 2021. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.1%).Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$107, the stock trades at a trailing P/E ratio of 18.4x. Average trailing P/E is 27x in the Semiconductor industry in Taiwan. Total returns to shareholders of 57% over the past three years.Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$1.53 (vs NT$1.00 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: NT$1.06b (up 48% from 1Q 2020). Net income: NT$196.9m (up 52% from 1Q 2020). Profit margin: 19% (in line with 1Q 2020). 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 5% per year, which means it is well ahead of earnings.分析記事 • Apr 30Should You Buy GEM Services, Inc. (TPE:6525) For Its Dividend?Today we'll take a closer look at GEM Services, Inc. ( TPE:6525 ) from a dividend investor's perspective. Owning a...Reported Earnings • Mar 19Full year 2020 earnings released: EPS NT$5.31 (vs NT$5.15 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: NT$3.75b (up 8.3% from FY 2019). Net income: NT$684.7m (up 3.0% from FY 2019). Profit margin: 18% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.分析記事 • Mar 03GEM Services, Inc.'s (TPE:6525) Stock Is Going Strong: Have Financials A Role To Play?GEM Services (TPE:6525) has had a great run on the share market with its stock up by a significant 26% over the last...Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$79.00, the stock is trading at a trailing P/E ratio of 15.5x, up from the previous P/E ratio of 13.3x. This compares to an average P/E of 27x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 45%.Is New 90 Day High Low • Feb 18New 90-day high: NT$79.00The company is up 33% from its price of NT$59.20 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 35% over the same period.分析記事 • Feb 10Could GEM Services (TPE:6525) Multiply In Value?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Is New 90 Day High Low • Jan 25New 90-day high: NT$71.70The company is up 28% from its price of NT$55.90 on 27 October 2020. The Taiwanese market is up 23% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 43% over the same period.分析記事 • Jan 19Should GEM Services, Inc. (TPE:6525) Be Part Of Your Income Portfolio?Is GEM Services, Inc. ( TPE:6525 ) a good dividend stock? How can we tell? Dividend paying companies with growing...Is New 90 Day High Low • Dec 31New 90-day high: NT$68.20The company is up 22% from its price of NT$56.00 on 30 September 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 24% over the same period.分析記事 • Dec 24If You Had Bought GEM Services' (TPE:6525) Shares Three Years Ago You Would Be Down 11%While it may not be enough for some shareholders, we think it is good to see the GEM Services, Inc. ( TPE:6525 ) share...Is New 90 Day High Low • Dec 07New 90-day high: NT$62.20The company is up 10.0% from its price of NT$56.50 on 08 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 21% over the same period.Is New 90 Day High Low • Nov 20New 90-day high: NT$59.20The company is up 3.0% from its price of NT$57.20 on 21 August 2020. The Taiwanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 16% over the same period.Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$1.37The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$1.00b (up 7.8% from 3Q 2019). Net income: NT$176.2m (down 12% from 3Q 2019). Profit margin: 18% (down from 21% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.株主還元6525TW SemiconductorTW 市場7D14.1%7.9%8.4%1Y94.7%154.3%103.4%株主還元を見る業界別リターン: 6525過去 1 年間で154.3 % の収益を上げたTW Semiconductor業界を下回りました。リターン対市場: 6525は、過去 1 年間で103.4 % のリターンを上げたTW市場を下回りました。価格変動Is 6525's price volatile compared to industry and market?6525 volatility6525 Average Weekly Movement7.4%Semiconductor Industry Average Movement9.8%Market Average Movement6.2%10% most volatile stocks in TW Market12.3%10% least volatile stocks in TW Market2.5%安定した株価: 6525 、 TW市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 6525の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト1998n/aYen-Chiang Tangwww.gemservices.comGEM Services, Inc.はパワーマネージメント半導体のサービスを提供している。同社は、ウェハープローブ、組立、テストなどの組立サービス、パッケージング開発、ウェハープローブ、電気テスト、データログ、特性テストなどの電気テストサービスを提供している。また、信頼性試験や故障解析などの信頼性試験サービス、ドロップシッピングサービスや最終顧客への直接出荷などの物流サービスも提供している。さらに、同社は半導体パッケージングとテストファウンドリー、工場と工場のリース活動にも携わっている。さらに、電子部品の製造・販売も行っている。同社は1998年に法人化され、ケイマン諸島のグランドケイマンを拠点としている。GEM Services, Inc.はElite Advanced Laser Corporationの子会社である。もっと見るGEM Services, Inc. 基礎のまとめGEM Services の収益と売上を時価総額と比較するとどうか。6525 基礎統計学時価総額NT$16.71b収益(TTM)NT$783.48m売上高(TTM)NT$5.47b21.3xPER(株価収益率3.1xP/Sレシオ6525 は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計6525 損益計算書(TTM)収益NT$5.47b売上原価NT$3.99b売上総利益NT$1.48bその他の費用NT$692.42m収益NT$783.48m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)6.07グロス・マージン26.99%純利益率14.33%有利子負債/自己資本比率0%6525 の長期的なパフォーマンスは?過去の実績と比較を見る配当金3.9%現在の配当利回り85%配当性向6525 配当は確実ですか?6525 配当履歴とベンチマークを見る6525 、いつまでに購入すれば配当金を受け取れますか?GEM Services 配当日配当落ち日Jun 05 2026配当支払日Jun 30 2026配当落ちまでの日数8 days配当支払日までの日数33 days6525 配当は確実ですか?6525 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/27 01:38終値2026/05/27 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GEM Services, 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。2 アナリスト機関Liyen ChenCapital Securities CorporationTingting HsuMasterlink Securities Investment Advisory
Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$134, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 43x in the Semiconductor industry in Taiwan. Total returns to shareholders of 112% over the past three years.
Declared Dividend • May 23Dividend increased to NT$5.00Dividend of NT$5.00 is 19% higher than last year. Ex-date: 5th June 2026 Payment date: 30th June 2026 Dividend yield will be 4.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$109, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 44x in the Semiconductor industry in Taiwan. Total returns to shareholders of 82% over the past three years.
Buy Or Sell Opportunity • Apr 22Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to NT$96.40. The fair value is estimated to be NT$79.19, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.3%.
Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$5.88 (vs NT$5.15 in FY 2024)Full year 2025 results: EPS: NT$5.88 (up from NT$5.15 in FY 2024). Revenue: NT$5.33b (up 14% from FY 2024). Net income: NT$758.6m (up 14% from FY 2024). Profit margin: 14% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Mar 10GEM Services, Inc., Annual General Meeting, May 26, 2026GEM Services, Inc., Annual General Meeting, May 26, 2026, at 09:00 Taipei Standard Time. Location: 3 floor no,88, min ch`uan rd., banciao district, new taipei city Taiwan
Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$134, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 43x in the Semiconductor industry in Taiwan. Total returns to shareholders of 112% over the past three years.
Declared Dividend • May 23Dividend increased to NT$5.00Dividend of NT$5.00 is 19% higher than last year. Ex-date: 5th June 2026 Payment date: 30th June 2026 Dividend yield will be 4.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$109, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 44x in the Semiconductor industry in Taiwan. Total returns to shareholders of 82% over the past three years.
Buy Or Sell Opportunity • Apr 22Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to NT$96.40. The fair value is estimated to be NT$79.19, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.3%.
Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$5.88 (vs NT$5.15 in FY 2024)Full year 2025 results: EPS: NT$5.88 (up from NT$5.15 in FY 2024). Revenue: NT$5.33b (up 14% from FY 2024). Net income: NT$758.6m (up 14% from FY 2024). Profit margin: 14% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Mar 10GEM Services, Inc., Annual General Meeting, May 26, 2026GEM Services, Inc., Annual General Meeting, May 26, 2026, at 09:00 Taipei Standard Time. Location: 3 floor no,88, min ch`uan rd., banciao district, new taipei city Taiwan
Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$1.85 (vs NT$1.14 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.85 (up from NT$1.14 in 3Q 2024). Revenue: NT$1.39b (up 16% from 3Q 2024). Net income: NT$239.1m (up 63% from 3Q 2024). Profit margin: 17% (up from 12% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 12Second quarter 2025 earnings released: EPS: NT$1.10 (vs NT$1.26 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.10 (down from NT$1.26 in 2Q 2024). Revenue: NT$1.39b (up 17% from 2Q 2024). Net income: NT$142.5m (down 12% from 2Q 2024). Profit margin: 10% (down from 14% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • May 21Upcoming dividend of NT$4.20 per shareEligible shareholders must have bought the stock before 27 May 2025. Payment date: 12 June 2025. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 5.9%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (2.4%).
Reported Earnings • May 07First quarter 2025 earnings released: EPS: NT$1.42 (vs NT$1.21 in 1Q 2024)First quarter 2025 results: EPS: NT$1.42 (up from NT$1.21 in 1Q 2024). Revenue: NT$1.21b (up 14% from 1Q 2024). Net income: NT$183.9m (up 18% from 1Q 2024). Profit margin: 15% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 19% 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.
Declared Dividend • May 07Dividend increased to NT$4.20Dividend of NT$4.20 is 20% higher than last year. Ex-date: 27th May 2025 Payment date: 12th June 2025 Dividend yield will be 6.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (78% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
お知らせ • Apr 27GEM Services, Inc. to Report Q1, 2025 Results on May 05, 2025GEM Services, Inc. announced that they will report Q1, 2025 results on May 05, 2025
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$55.80, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total loss to shareholders of 20% over the past three years.
Reported Earnings • Mar 14Full year 2024 earnings released: EPS: NT$5.15 (vs NT$4.39 in FY 2023)Full year 2024 results: EPS: NT$5.15 (up from NT$4.39 in FY 2023). Revenue: NT$4.67b (up 5.7% from FY 2023). Net income: NT$664.2m (up 17% from FY 2023). Profit margin: 14% (up from 13% 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 20% 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.
お知らせ • Mar 12GEM Services, Inc., Annual General Meeting, May 26, 2025GEM Services, Inc., Annual General Meeting, May 26, 2025, at 09:00 Taipei Standard Time. Location: 3 floor no,88, min ch`uan rd., banciao district, new taipei city Taiwan
お知らせ • Mar 01GEM Services, Inc. to Report Fiscal Year 2024 Results on Mar 10, 2025GEM Services, Inc. announced that they will report fiscal year 2024 results on Mar 10, 2025
分析記事 • Nov 18Why GEM Services' (TWSE:6525) Earnings Are Better Than They SeemThe market seemed underwhelmed by last week's earnings announcement from GEM Services, Inc. ( TWSE:6525 ) despite the...
Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: NT$1.14 (vs NT$1.05 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.14 (up from NT$1.05 in 3Q 2023). Revenue: NT$1.19b (up 7.1% from 3Q 2023). Net income: NT$146.9m (up 8.1% from 3Q 2023). Profit margin: 12% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 19% 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.
お知らせ • Nov 02GEM Services, Inc. to Report Q3, 2024 Results on Nov 11, 2024GEM Services, Inc. announced that they will report Q3, 2024 results on Nov 11, 2024
分析記事 • Oct 15GEM Services, Inc.'s (TWSE:6525) Business And Shares Still Trailing The MarketWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") above 22x, you may consider GEM...
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$75.50, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 30x in the Semiconductor industry in Taiwan. Total loss to shareholders of 5.2% over the past three years.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: NT$1.26 (vs NT$1.20 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.26 (up from NT$1.20 in 2Q 2023). Revenue: NT$1.19b (up 9.0% from 2Q 2023). Net income: NT$162.0m (up 4.3% from 2Q 2023). Profit margin: 14% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 15% per year and the company’s share price has also fallen by 15% per year.
Buy Or Sell Opportunity • Aug 01Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at NT$68.20. The fair value is estimated to be NT$56.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 10%.
お知らせ • Jul 31GEM Services, Inc. to Report Q2, 2024 Results on Aug 07, 2024GEM Services, Inc. announced that they will report Q2, 2024 results on Aug 07, 2024
お知らせ • May 29Gem Services, Inc. Announces Fourth Compensation Committee ChangesGEM Services, Inc. announced the List of Members of the Company's Fourth Compensation Committee Name of the previous position holder: Independent Director: Shu, Yeh, Independent Director: Sen-Tai, Wen, Independent Director: Yueh-Li, Lee, Independent Director: Wen Chen, Huang. Resume of the previous position holder: Shu, Yeh Professor of Department of Accounting, National Taiwan University, Powerchip Semiconductor Manufacturing Corporation/Independent Director. Sen-Tai, Wen: Taiyi International Investment Co. Ltd./Director and CEO, E-PIN Optical Industry Co. Ltd./Director (Juristic person). Yueh-Li, Lee: Independent Director of the Company, Wen Chen, Huang: ALPHA Optical Co. Ltd./Director. Name of the new position holder: Independent Director: Shu, Yeh, Independent Director: Wen Chen, Huang, Independent Director: Chun-Chi, Yang, Independent Director: Chi-Yu, Yang. Resume of the new position holder: Shu, Yeh: Professor of Department of Business Administration, Fu Jen Catholic University Director of Center for Sustainable Development and Management, Fu Jen Catholic University, Wonderful Hi-Tech Co. Ltd. /Independent Director, Powertech Industrial Co. Ltd./Independent Director, Makalot Industrial Co. Ltd. /Independent Director. -Yu, Yang: LandMark Optoelectronics Corporation/Director & CFO, Elite Advanced Laser Corporation/Independent Director, The CID Group Inc./Partner. Circumstances of change: term expired. Effective date of the new member is May 27, 2024.
Upcoming Dividend • May 23Upcoming dividend of NT$3.50 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 17 June 2024. Payout ratio is on the higher end at 80%, and the cash payout ratio is above 100%. Trailing yield: 4.9%. Within top quartile of Taiwanese dividend payers (4.3%). Higher than average of industry peers (2.3%).
お知らせ • May 11GEM Services, Inc. Announces Cash Dividend, Payable on June 17, 2024GEM Services, Inc. announced cash dividends of TWD 451,665,844 (TWD 3.5 per share). Date of the resolution by the board of directors or shareholders meeting or decision by the Company is May 10, 2024. Ex-rights (ex-dividend) trading date is May 30, 2024. Ex-rights (ex-dividend) record date is June 5, 2024. Payment date of common stock cash dividend distribution June 17, 2024.
Reported Earnings • May 10First quarter 2024 earnings released: EPS: NT$1.21 (vs NT$1.24 in 1Q 2023)First quarter 2024 results: EPS: NT$1.21 (down from NT$1.24 in 1Q 2023). Revenue: NT$1.06b (flat on 1Q 2023). Net income: NT$156.5m (down 2.2% from 1Q 2023). Profit margin: 15% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • May 03GEM Services, Inc. to Report Q1, 2024 Results on May 08, 2024GEM Services, Inc. announced that they will report Q1, 2024 results on May 08, 2024
お知らせ • Mar 14GEM Services, Inc., Annual General Meeting, May 27, 2024GEM Services, Inc., Annual General Meeting, May 27, 2024. Location: 3F., No. 88, Minquan Rd., Banqiao Dist New Taipei City Taiwan Agenda: To report 2023 employees profit sharing and directors compensation; to report the business of 2023; to consider audit Committee's review report; to report 2023 earnings distribution; to consider amendment to the Rules of Procedure for Board of Directors Meetings; to accept 2023 Business Report and Financial Statements; to accept the Proposal for Distribution of 2023 Profits; to consider election of the Company's Directors; and to transact other matters.
Reported Earnings • Nov 18Third quarter 2023 earnings released: EPS: NT$1.05 (vs NT$2.27 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.05 (down from NT$2.27 in 3Q 2022). Revenue: NT$1.11b (down 19% from 3Q 2022). Net income: NT$135.9m (down 54% from 3Q 2022). Profit margin: 12% (down from 21% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$1.20 (vs NT$2.08 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.20 (down from NT$2.08 in 2Q 2022). Revenue: NT$1.09b (down 21% from 2Q 2022). Net income: NT$155.3m (down 42% from 2Q 2022). Profit margin: 14% (down from 20% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.
Upcoming Dividend • Jun 13Upcoming dividend of NT$5.50 per share at 6.9% yieldEligible shareholders must have bought the stock before 20 June 2023. Payment date: 05 July 2023. Payout ratio is on the higher end at 85%, and the cash payout ratio is above 100%. Trailing yield: 6.9%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.2%).
Reported Earnings • May 24First quarter 2023 earnings released: EPS: NT$1.24 (vs NT$1.96 in 1Q 2022)First quarter 2023 results: EPS: NT$1.24 (down from NT$1.96 in 1Q 2022). Revenue: NT$1.07b (down 16% from 1Q 2022). Net income: NT$159.9m (down 37% from 1Q 2022). Profit margin: 15% (down from 20% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 24Full year 2022 earnings released: EPS: NT$7.21 (vs NT$6.65 in FY 2021)Full year 2022 results: EPS: NT$7.21 (up from NT$6.65 in FY 2021). Revenue: NT$5.22b (up 9.8% from FY 2021). Net income: NT$930.3m (up 8.4% from FY 2021). Profit margin: 18% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 17% per year.
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. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Audit Supervisor Sen Xing Lai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Buying Opportunity • Oct 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be NT$75.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 12%.
Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: NT$2.07 (vs NT$1.52 in 2Q 2021)Second quarter 2022 results: EPS: NT$2.07 (up from NT$1.52 in 2Q 2021). Revenue: NT$1.37b (up 19% from 2Q 2021). Net income: NT$267.9m (up 37% from 2Q 2021). Profit margin: 20% (up from 17% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 12Upcoming dividend of NT$5.50 per shareEligible shareholders must have bought the stock before 19 July 2022. Payment date: 03 August 2022. Payout ratio is on the higher end at 78% but the company is not cash flow positive. Trailing yield: 7.1%. Within top quartile of Taiwanese dividend payers (6.7%). Higher than average of industry peers (3.9%).
Reported Earnings • May 14First quarter 2022 earnings released: EPS: NT$1.96 (vs NT$1.53 in 1Q 2021)First quarter 2022 results: EPS: NT$1.96 (up from NT$1.53 in 1Q 2021). Revenue: NT$1.27b (up 19% from 1Q 2021). Net income: NT$252.7m (up 28% from 1Q 2021). Profit margin: 20% (up from 19% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 9% per year.
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. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Audit Supervisor Sen Xing Lai was the last director to join the board, commencing their role in 2015. 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 12Third quarter 2021 earnings released: EPS NT$2.02 (vs NT$1.37 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.25b (up 24% from 3Q 2020). Net income: NT$260.8m (up 48% from 3Q 2020). Profit margin: 21% (up from 18% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$110, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 158% over the past three years.
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS NT$1.52 (vs NT$1.54 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$1.16b (up 14% from 2Q 2020). Net income: NT$196.1m (down 1.2% from 2Q 2020). Profit margin: 17% (down from 20% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Aug 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$104, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 26x in the Semiconductor industry in Taiwan. Total returns to shareholders of 70% over the past three years.
Upcoming Dividend • Aug 03Upcoming dividend of NT$4.50 per shareEligible shareholders must have bought the stock before 10 August 2021. Payment date: 25 August 2021. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.1%).
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$107, the stock trades at a trailing P/E ratio of 18.4x. Average trailing P/E is 27x in the Semiconductor industry in Taiwan. Total returns to shareholders of 57% over the past three years.
Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$1.53 (vs NT$1.00 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: NT$1.06b (up 48% from 1Q 2020). Net income: NT$196.9m (up 52% from 1Q 2020). Profit margin: 19% (in line with 1Q 2020). 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 5% per year, which means it is well ahead of earnings.
分析記事 • Apr 30Should You Buy GEM Services, Inc. (TPE:6525) For Its Dividend?Today we'll take a closer look at GEM Services, Inc. ( TPE:6525 ) from a dividend investor's perspective. Owning a...
Reported Earnings • Mar 19Full year 2020 earnings released: EPS NT$5.31 (vs NT$5.15 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: NT$3.75b (up 8.3% from FY 2019). Net income: NT$684.7m (up 3.0% from FY 2019). Profit margin: 18% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
分析記事 • Mar 03GEM Services, Inc.'s (TPE:6525) Stock Is Going Strong: Have Financials A Role To Play?GEM Services (TPE:6525) has had a great run on the share market with its stock up by a significant 26% over the last...
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$79.00, the stock is trading at a trailing P/E ratio of 15.5x, up from the previous P/E ratio of 13.3x. This compares to an average P/E of 27x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 45%.
Is New 90 Day High Low • Feb 18New 90-day high: NT$79.00The company is up 33% from its price of NT$59.20 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 35% over the same period.
分析記事 • Feb 10Could GEM Services (TPE:6525) Multiply In Value?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Is New 90 Day High Low • Jan 25New 90-day high: NT$71.70The company is up 28% from its price of NT$55.90 on 27 October 2020. The Taiwanese market is up 23% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 43% over the same period.
分析記事 • Jan 19Should GEM Services, Inc. (TPE:6525) Be Part Of Your Income Portfolio?Is GEM Services, Inc. ( TPE:6525 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Is New 90 Day High Low • Dec 31New 90-day high: NT$68.20The company is up 22% from its price of NT$56.00 on 30 September 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 24% over the same period.
分析記事 • Dec 24If You Had Bought GEM Services' (TPE:6525) Shares Three Years Ago You Would Be Down 11%While it may not be enough for some shareholders, we think it is good to see the GEM Services, Inc. ( TPE:6525 ) share...
Is New 90 Day High Low • Dec 07New 90-day high: NT$62.20The company is up 10.0% from its price of NT$56.50 on 08 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 21% over the same period.
Is New 90 Day High Low • Nov 20New 90-day high: NT$59.20The company is up 3.0% from its price of NT$57.20 on 21 August 2020. The Taiwanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 16% over the same period.
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$1.37The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$1.00b (up 7.8% from 3Q 2019). Net income: NT$176.2m (down 12% from 3Q 2019). Profit margin: 18% (down from 21% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.