View ValuationWinstar Display 将来の成長Future 基準チェック /06現在、 Winstar Displayの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Semiconductor 収益成長26.4%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • Mar 31Full year 2025 earnings released: NT$1.44 loss per share (vs NT$0.47 profit in FY 2024)Full year 2025 results: NT$1.44 loss per share (down from NT$0.47 profit in FY 2024). Revenue: NT$2.03b (flat on FY 2024). Net loss: NT$97.5m (down 407% from profit in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.お知らせ • Mar 11Winstar Display Co., Ltd., Annual General Meeting, Jun 09, 2026Winstar Display Co., Ltd., Annual General Meeting, Jun 09, 2026, at 10:00 Taipei Standard Time. Location: no,19, k`o yuan rd., hsi tun district, taichung city TaiwanReported Earnings • Nov 15Third quarter 2025 earnings released: NT$0.05 loss per share (vs NT$0.17 profit in 3Q 2024)Third quarter 2025 results: NT$0.05 loss per share (down from NT$0.17 profit in 3Q 2024). Revenue: NT$503.9m (down 11% from 3Q 2024). Net loss: NT$3.61m (down 131% from profit in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 15Second quarter 2025 earnings released: NT$0.93 loss per share (vs NT$0.01 profit in 2Q 2024)Second quarter 2025 results: NT$0.93 loss per share (down from NT$0.01 profit in 2Q 2024). Revenue: NT$500.2m (down 1.6% from 2Q 2024). Net loss: NT$63.1m (down NT$63.7m from profit in 2Q 2024).Declared Dividend • Aug 14Dividend reduced to NT$0.28Dividend of NT$0.28 is 73% lower than last year. Ex-date: 28th August 2025 Payment date: 24th September 2025 Dividend yield will be 1.4%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 26 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 28% to shift the payout ratio to a potentially unsustainable range, which is more than the 20% EPS decline seen over the last 5 years.Reported Earnings • May 16First quarter 2025 earnings released: EPS: NT$0.01 (vs NT$0.048 in 1Q 2024)First quarter 2025 results: EPS: NT$0.01 (down from NT$0.048 in 1Q 2024). Revenue: NT$515.9m (up 10% from 1Q 2024). Net income: NT$860.0k (down 74% from 1Q 2024). Profit margin: 0.2% (down from 0.7% in 1Q 2024). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$25.30, the stock trades at a trailing P/E ratio of 53.9x. Average trailing P/E is 24x in the Semiconductor industry in Taiwan. Total returns to shareholders of 1.3% over the past year.お知らせ • May 01Winstar Display Co., Ltd. to Report Q1, 2025 Results on May 09, 2025Winstar Display Co., Ltd. announced that they will report Q1, 2025 results on May 09, 2025Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 39%After last week's 39% share price gain to NT$26.00, the stock trades at a trailing P/E ratio of 55.3x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 12% over the past year.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$17.75, the stock trades at a trailing P/E ratio of 37.8x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 31% over the past year.Reported Earnings • Apr 02Full year 2024 earnings released: EPS: NT$0.47 (vs NT$1.33 in FY 2023)Full year 2024 results: EPS: NT$0.47 (down from NT$1.33 in FY 2023). Revenue: NT$2.03b (down 8.8% from FY 2023). Net income: NT$31.7m (down 61% from FY 2023). Profit margin: 1.6% (down from 3.6% in FY 2023). The decrease in margin was driven by lower revenue.お知らせ • Mar 12+ 1 more updateWinstar Display Co., Ltd., Annual General Meeting, Jun 24, 2025Winstar Display Co., Ltd., Annual General Meeting, Jun 24, 2025. Location: no,19, k`o yuan rd., hsi tun district, taichung city TaiwanNew Risk • Mar 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Dividend per share is over 6x earnings per share. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (0.5% net profit margin). Market cap is less than US$100m (NT$2.07b market cap, or US$63.0m).お知らせ • Mar 04Winstar Display Co., Ltd. to Report Fiscal Year 2024 Results on Mar 11, 2025Winstar Display Co., Ltd. announced that they will report fiscal year 2024 results on Mar 11, 2025分析記事 • Feb 27Winstar Display Co., Ltd.'s (TWSE:6916) Business And Shares Still Trailing The IndustryYou may think that with a price-to-sales (or "P/S") ratio of 0.9x Winstar Display Co., Ltd. ( TWSE:6916 ) is definitely...Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$0.17 (vs NT$0.62 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.17 (down from NT$0.62 in 3Q 2023). Revenue: NT$567.3m (up 13% from 3Q 2023). Net income: NT$11.6m (down 69% from 3Q 2023). Profit margin: 2.0% (down from 7.4% in 3Q 2023). The decrease in margin was driven by higher expenses.お知らせ • Nov 05Winstar Display Co., Ltd. to Report Q3, 2024 Results on Nov 12, 2024Winstar Display Co., Ltd. announced that they will report Q3, 2024 results on Nov 12, 2024Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.01 (vs NT$0.35 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.01 (down from NT$0.35 in 2Q 2023). Revenue: NT$508.5m (down 8.4% from 2Q 2023). Net income: NT$650.0k (down 97% from 2Q 2023). Profit margin: 0.1% (down from 3.8% in 2Q 2023). The decrease in margin was driven by lower revenue.Upcoming Dividend • Aug 16Upcoming dividend of NT$1.05 per shareEligible shareholders must have bought the stock before 23 August 2024. Payment date: 16 September 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.3%. Lower than top quartile of Taiwanese dividend payers (4.4%). Higher than average of industry peers (2.1%).Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$22.70, the stock trades at a trailing P/E ratio of 26.8x. Average trailing P/E is 26x in the Semiconductor industry in Taiwan. Total loss to shareholders of 37% over the past year.お知らせ • Jul 31Winstar Display Co., Ltd. to Report Q2, 2024 Results on Aug 07, 2024Winstar Display Co., Ltd. announced that they will report Q2, 2024 results on Aug 07, 2024Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.05 (vs NT$0.45 in 1Q 2023)First quarter 2024 results: EPS: NT$0.05 (down from NT$0.45 in 1Q 2023). Revenue: NT$468.1m (down 33% from 1Q 2023). Net income: NT$3.25m (down 88% from 1Q 2023). Profit margin: 0.7% (down from 3.8% in 1Q 2023). The decrease in margin was driven by lower revenue.お知らせ • May 16Winstar Display Co., Ltd. announced that it expects to receive TWD 150 million in fundingWinstar Display Co., Ltd. announced a private placement to issue 15,000,000 common shares at an issue price of TWD 10 per share for the gross proceeds of TWD 150,000,000 on May 14, 2024. The transaction has been approved by shareholders of the company,お知らせ • May 08Winstar Display Co., Ltd. to Report Q1, 2024 Results on May 14, 2024Winstar Display Co., Ltd. announced that they will report Q1, 2024 results on May 14, 2024分析記事 • Mar 22Winstar Display's (TWSE:6916) Conservative Accounting Might Explain Soft EarningsShareholders appeared unconcerned with Winstar Display Co., Ltd.'s ( TWSE:6916 ) lackluster earnings report last week...Reported Earnings • Mar 20Full year 2023 earnings released: EPS: NT$1.33 (vs NT$5.02 in FY 2022)Full year 2023 results: EPS: NT$1.33 (down from NT$5.02 in FY 2022). Revenue: NT$2.23b (down 26% from FY 2022). Net income: NT$80.8m (down 72% from FY 2022). Profit margin: 3.6% (down from 9.7% in FY 2022). The decrease in margin was driven by lower revenue.お知らせ • Mar 14+ 1 more updateWinstar Display Co., Ltd., Annual General Meeting, May 31, 2024Winstar Display Co., Ltd., Annual General Meeting, May 31, 2024. Location: National Chung Hsing University Taiwan (R.O.C.)) Tajikistan Agenda: To consider The 2023 Business Report; to consider The 2023 Audit Committee Report; To accept the 2023 Business Report and Financial Statements ; and to consider other matters.New Risk • Dec 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 13% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Profit margins are more than 30% lower than last year (5.4% net profit margin). Shareholders have been diluted in the past year (13% increase in shares outstanding). Market cap is less than US$100m (NT$1.93b market cap, or US$62.1m).New Risk • Nov 23New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.4% Last year net profit margin: 8.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Profit margins are more than 30% lower than last year (5.4% net profit margin). Market cap is less than US$100m (NT$1.97b market cap, or US$62.3m).Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: NT$0.62 (vs NT$1.62 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.62 (down from NT$1.62 in 3Q 2022). Revenue: NT$501.6m (down 37% from 3Q 2022). Net income: NT$37.4m (down 61% from 3Q 2022). Profit margin: 7.4% (down from 12% in 3Q 2022). The decrease in margin was driven by lower revenue.Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: NT$0.51 (vs NT$0.88 in 1Q 2022)First quarter 2023 results: EPS: NT$0.51 (down from NT$0.88 in 1Q 2022). Revenue: NT$701.6m (flat on 1Q 2022). Net income: NT$26.9m (down 46% from 1Q 2022). Profit margin: 3.8% (down from 7.2% in 1Q 2022).Reported Earnings • Apr 27Full year 2022 earnings released: EPS: NT$5.73 (vs NT$1.54 in FY 2021)Full year 2022 results: EPS: NT$5.73 (up from NT$1.54 in FY 2021). Revenue: NT$3.00b (up 35% from FY 2021). Net income: NT$289.8m (up 369% from FY 2021). Profit margin: 9.7% (up from 2.8% in FY 2021). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$38.00, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 13x in the Semiconductor industry in Taiwan. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Winstar Display は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TWSE:6916 - アナリストの将来予測と過去の財務データ ( )TWD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20262,020-131-245-60N/A12/31/20252,030-97-327-60N/A9/30/20252,010-50-23556N/A6/30/20252,073-34-27569N/A3/31/20252,08229-176130N/A12/31/20242,03432-104133N/A9/30/20242,01511-13858N/A6/30/20241,9493758173N/A3/31/20241,99657125209N/A12/31/20232,22981232301N/A9/30/20232,432131389450N/A6/30/20232,866237601678N/A3/31/20233,086298536596N/A12/31/20222,999290457504N/A9/30/20222,927260295348N/A6/30/20222,5931321856N/A3/31/20222,33565138N/A12/31/20212,23862-431N/A12/31/20201,8343193208N/A12/31/20191,975-26N/A336N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 6916の予測収益成長が 貯蓄率 ( 1.3% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 6916の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 6916の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 6916の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 6916の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 6916の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/10 16:20終値2026/06/10 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Winstar Display Co., Ltd. 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。0
Reported Earnings • Mar 31Full year 2025 earnings released: NT$1.44 loss per share (vs NT$0.47 profit in FY 2024)Full year 2025 results: NT$1.44 loss per share (down from NT$0.47 profit in FY 2024). Revenue: NT$2.03b (flat on FY 2024). Net loss: NT$97.5m (down 407% from profit in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 11Winstar Display Co., Ltd., Annual General Meeting, Jun 09, 2026Winstar Display Co., Ltd., Annual General Meeting, Jun 09, 2026, at 10:00 Taipei Standard Time. Location: no,19, k`o yuan rd., hsi tun district, taichung city Taiwan
Reported Earnings • Nov 15Third quarter 2025 earnings released: NT$0.05 loss per share (vs NT$0.17 profit in 3Q 2024)Third quarter 2025 results: NT$0.05 loss per share (down from NT$0.17 profit in 3Q 2024). Revenue: NT$503.9m (down 11% from 3Q 2024). Net loss: NT$3.61m (down 131% from profit in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 15Second quarter 2025 earnings released: NT$0.93 loss per share (vs NT$0.01 profit in 2Q 2024)Second quarter 2025 results: NT$0.93 loss per share (down from NT$0.01 profit in 2Q 2024). Revenue: NT$500.2m (down 1.6% from 2Q 2024). Net loss: NT$63.1m (down NT$63.7m from profit in 2Q 2024).
Declared Dividend • Aug 14Dividend reduced to NT$0.28Dividend of NT$0.28 is 73% lower than last year. Ex-date: 28th August 2025 Payment date: 24th September 2025 Dividend yield will be 1.4%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 26 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 28% to shift the payout ratio to a potentially unsustainable range, which is more than the 20% EPS decline seen over the last 5 years.
Reported Earnings • May 16First quarter 2025 earnings released: EPS: NT$0.01 (vs NT$0.048 in 1Q 2024)First quarter 2025 results: EPS: NT$0.01 (down from NT$0.048 in 1Q 2024). Revenue: NT$515.9m (up 10% from 1Q 2024). Net income: NT$860.0k (down 74% from 1Q 2024). Profit margin: 0.2% (down from 0.7% in 1Q 2024). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$25.30, the stock trades at a trailing P/E ratio of 53.9x. Average trailing P/E is 24x in the Semiconductor industry in Taiwan. Total returns to shareholders of 1.3% over the past year.
お知らせ • May 01Winstar Display Co., Ltd. to Report Q1, 2025 Results on May 09, 2025Winstar Display Co., Ltd. announced that they will report Q1, 2025 results on May 09, 2025
Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 39%After last week's 39% share price gain to NT$26.00, the stock trades at a trailing P/E ratio of 55.3x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 12% over the past year.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$17.75, the stock trades at a trailing P/E ratio of 37.8x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 31% over the past year.
Reported Earnings • Apr 02Full year 2024 earnings released: EPS: NT$0.47 (vs NT$1.33 in FY 2023)Full year 2024 results: EPS: NT$0.47 (down from NT$1.33 in FY 2023). Revenue: NT$2.03b (down 8.8% from FY 2023). Net income: NT$31.7m (down 61% from FY 2023). Profit margin: 1.6% (down from 3.6% in FY 2023). The decrease in margin was driven by lower revenue.
お知らせ • Mar 12+ 1 more updateWinstar Display Co., Ltd., Annual General Meeting, Jun 24, 2025Winstar Display Co., Ltd., Annual General Meeting, Jun 24, 2025. Location: no,19, k`o yuan rd., hsi tun district, taichung city Taiwan
New Risk • Mar 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Dividend per share is over 6x earnings per share. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (0.5% net profit margin). Market cap is less than US$100m (NT$2.07b market cap, or US$63.0m).
お知らせ • Mar 04Winstar Display Co., Ltd. to Report Fiscal Year 2024 Results on Mar 11, 2025Winstar Display Co., Ltd. announced that they will report fiscal year 2024 results on Mar 11, 2025
分析記事 • Feb 27Winstar Display Co., Ltd.'s (TWSE:6916) Business And Shares Still Trailing The IndustryYou may think that with a price-to-sales (or "P/S") ratio of 0.9x Winstar Display Co., Ltd. ( TWSE:6916 ) is definitely...
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$0.17 (vs NT$0.62 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.17 (down from NT$0.62 in 3Q 2023). Revenue: NT$567.3m (up 13% from 3Q 2023). Net income: NT$11.6m (down 69% from 3Q 2023). Profit margin: 2.0% (down from 7.4% in 3Q 2023). The decrease in margin was driven by higher expenses.
お知らせ • Nov 05Winstar Display Co., Ltd. to Report Q3, 2024 Results on Nov 12, 2024Winstar Display Co., Ltd. announced that they will report Q3, 2024 results on Nov 12, 2024
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.01 (vs NT$0.35 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.01 (down from NT$0.35 in 2Q 2023). Revenue: NT$508.5m (down 8.4% from 2Q 2023). Net income: NT$650.0k (down 97% from 2Q 2023). Profit margin: 0.1% (down from 3.8% in 2Q 2023). The decrease in margin was driven by lower revenue.
Upcoming Dividend • Aug 16Upcoming dividend of NT$1.05 per shareEligible shareholders must have bought the stock before 23 August 2024. Payment date: 16 September 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.3%. Lower than top quartile of Taiwanese dividend payers (4.4%). Higher than average of industry peers (2.1%).
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$22.70, the stock trades at a trailing P/E ratio of 26.8x. Average trailing P/E is 26x in the Semiconductor industry in Taiwan. Total loss to shareholders of 37% over the past year.
お知らせ • Jul 31Winstar Display Co., Ltd. to Report Q2, 2024 Results on Aug 07, 2024Winstar Display Co., Ltd. announced that they will report Q2, 2024 results on Aug 07, 2024
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.05 (vs NT$0.45 in 1Q 2023)First quarter 2024 results: EPS: NT$0.05 (down from NT$0.45 in 1Q 2023). Revenue: NT$468.1m (down 33% from 1Q 2023). Net income: NT$3.25m (down 88% from 1Q 2023). Profit margin: 0.7% (down from 3.8% in 1Q 2023). The decrease in margin was driven by lower revenue.
お知らせ • May 16Winstar Display Co., Ltd. announced that it expects to receive TWD 150 million in fundingWinstar Display Co., Ltd. announced a private placement to issue 15,000,000 common shares at an issue price of TWD 10 per share for the gross proceeds of TWD 150,000,000 on May 14, 2024. The transaction has been approved by shareholders of the company,
お知らせ • May 08Winstar Display Co., Ltd. to Report Q1, 2024 Results on May 14, 2024Winstar Display Co., Ltd. announced that they will report Q1, 2024 results on May 14, 2024
分析記事 • Mar 22Winstar Display's (TWSE:6916) Conservative Accounting Might Explain Soft EarningsShareholders appeared unconcerned with Winstar Display Co., Ltd.'s ( TWSE:6916 ) lackluster earnings report last week...
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: NT$1.33 (vs NT$5.02 in FY 2022)Full year 2023 results: EPS: NT$1.33 (down from NT$5.02 in FY 2022). Revenue: NT$2.23b (down 26% from FY 2022). Net income: NT$80.8m (down 72% from FY 2022). Profit margin: 3.6% (down from 9.7% in FY 2022). The decrease in margin was driven by lower revenue.
お知らせ • Mar 14+ 1 more updateWinstar Display Co., Ltd., Annual General Meeting, May 31, 2024Winstar Display Co., Ltd., Annual General Meeting, May 31, 2024. Location: National Chung Hsing University Taiwan (R.O.C.)) Tajikistan Agenda: To consider The 2023 Business Report; to consider The 2023 Audit Committee Report; To accept the 2023 Business Report and Financial Statements ; and to consider other matters.
New Risk • Dec 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 13% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Profit margins are more than 30% lower than last year (5.4% net profit margin). Shareholders have been diluted in the past year (13% increase in shares outstanding). Market cap is less than US$100m (NT$1.93b market cap, or US$62.1m).
New Risk • Nov 23New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.4% Last year net profit margin: 8.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Profit margins are more than 30% lower than last year (5.4% net profit margin). Market cap is less than US$100m (NT$1.97b market cap, or US$62.3m).
Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: NT$0.62 (vs NT$1.62 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.62 (down from NT$1.62 in 3Q 2022). Revenue: NT$501.6m (down 37% from 3Q 2022). Net income: NT$37.4m (down 61% from 3Q 2022). Profit margin: 7.4% (down from 12% in 3Q 2022). The decrease in margin was driven by lower revenue.
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: NT$0.51 (vs NT$0.88 in 1Q 2022)First quarter 2023 results: EPS: NT$0.51 (down from NT$0.88 in 1Q 2022). Revenue: NT$701.6m (flat on 1Q 2022). Net income: NT$26.9m (down 46% from 1Q 2022). Profit margin: 3.8% (down from 7.2% in 1Q 2022).
Reported Earnings • Apr 27Full year 2022 earnings released: EPS: NT$5.73 (vs NT$1.54 in FY 2021)Full year 2022 results: EPS: NT$5.73 (up from NT$1.54 in FY 2021). Revenue: NT$3.00b (up 35% from FY 2021). Net income: NT$289.8m (up 369% from FY 2021). Profit margin: 9.7% (up from 2.8% in FY 2021). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$38.00, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 13x in the Semiconductor industry in Taiwan.