View Financial HealthSkytech 配当と自社株買い配当金 基準チェック /16Skytech配当を支払う会社であり、現在の利回りは0.74%で、収益によって十分にカバーされています。主要情報0.7%配当利回り0.2%バイバック利回り総株主利回り0.9%将来の配当利回りn/a配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向51%最近の配当と自社株買いの更新Declared Dividend • Jun 26Dividend increased to NT$2.10Dividend of NT$2.10 is 5.1% higher than last year. Ex-date: 9th July 2025 Payment date: 8th August 2025 Dividend yield will be 0.9%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 38%. Cash payout ratio: 124%.Upcoming Dividend • Jul 09Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 16 July 2024. Payment date: 15 August 2024. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (1.9%).お知らせ • Feb 24Skytech Inc. Announces Cash Dividends for the Year 2023Skytech Inc. announced cash dividends to shareholders of TWD 2.0 per share for the year 2023. Total amount of cash distributed to shareholders was TWD 134,954,526.すべての更新を表示Recent updatesReported Earnings • May 11First quarter 2026 earnings released: EPS: NT$0.96 (vs NT$0.73 in 1Q 2025)First quarter 2026 results: EPS: NT$0.96 (up from NT$0.73 in 1Q 2025). Revenue: NT$582.4m (up 26% from 1Q 2025). Net income: NT$64.8m (up 32% from 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Apr 13Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to NT$313. The fair value is estimated to be NT$242, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 10%.お知らせ • Mar 09Skytech Inc., Annual General Meeting, May 29, 2026Skytech Inc., Annual General Meeting, May 29, 2026, at 09:30 Taipei Standard Time. Location: 3 floor no,265, tung i kuang ming 6th rd., jhubei city, hsinchu county TaiwanReported Earnings • Mar 09Full year 2025 earnings released: EPS: NT$3.01 (vs NT$6.03 in FY 2024)Full year 2025 results: EPS: NT$3.01 (down from NT$6.03 in FY 2024). Revenue: NT$2.24b (down 13% from FY 2024). Net income: NT$202.8m (down 50% from FY 2024). Profit margin: 9.0% (down from 16% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Profit margins are more than 30% lower than last year (11% net profit margin).Buy Or Sell Opportunity • Feb 10Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.5% to NT$223. The fair value is estimated to be NT$286, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years, while earnings per share has been flat.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$255, the stock trades at a trailing P/E ratio of 62.4x. Average trailing P/E is 30x in the Semiconductor industry in Taiwan. Total returns to shareholders of 115% over the past three years.Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: NT$0.91 (vs NT$1.23 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.91 (down from NT$1.23 in 3Q 2024). Revenue: NT$549.5m (down 2.5% from 3Q 2024). Net income: NT$61.6m (down 26% from 3Q 2024). Profit margin: 11% (down from 15% in 3Q 2024). The decrease in margin was primarily driven by lower revenue.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$250, the stock trades at a trailing P/E ratio of 56.8x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 9.5% over the past year.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$0.28 (vs NT$1.39 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.28 (down from NT$1.39 in 2Q 2024). Revenue: NT$512.3m (up 3.4% from 2Q 2024). Net income: NT$19.1m (down 80% from 2Q 2024). Profit margin: 3.7% (down from 19% in 2Q 2024). The decrease in margin was driven by higher expenses.New Risk • Jul 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$227, the stock trades at a trailing P/E ratio of 41.2x. Average forward P/E is 17x in the Semiconductor industry in Taiwan. Total returns to shareholders of 6.5% over the past year.Declared Dividend • Jun 26Dividend increased to NT$2.10Dividend of NT$2.10 is 5.1% higher than last year. Ex-date: 9th July 2025 Payment date: 8th August 2025 Dividend yield will be 0.9%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 38%. Cash payout ratio: 124%.お知らせ • Jun 12Smoltek Nanotech Holding AB Announces A Major Technological Milestone in CNF-MIM Capacitor Development through A collaboration with SkyTechSmoltek Nanotech Holding AB (publ) announced a major technological milestone in CNF-MIM capacitor development, having successfully engineered an advanced dielectric stack composed of zirconium oxide (ZrO2) and aluminium oxide (Al2O3). This breakthrough was achieved through a close collaboration with SkyTech, a Taiwanese leader in Atomic Layer Deposition (ALD) equipment for the semiconductor industry. The joint development effort, which began at the start of the year, focused on the optimization and evaluation of ALD films deposited by SkyTech on Smoltek's proprietary CNF-MIM (Carbon Nanofiber-Metal-Insulator-Metal) test capacitor structures. The result is a capacitance density in excess of 1 µF/mm² using an active layer thickness of only 6 µm--corresponding to a volumetric capacitance density exceeding 160 nF/mm²-µm, which is among the highest reported volumetric capacitance density for ultra-thin capacitors in the industry.Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.73 (vs NT$1.25 in 1Q 2024)First quarter 2025 results: EPS: NT$0.73 (down from NT$1.25 in 1Q 2024). Revenue: NT$461.2m (down 9.5% from 1Q 2024). Net income: NT$49.0m (down 42% from 1Q 2024). Profit margin: 11% (down from 17% in 1Q 2024). The decrease in margin was driven by lower revenue.お知らせ • May 06Skytech Inc. to Report Q1, 2025 Results on May 13, 2025Skytech Inc. announced that they will report Q1, 2025 results on May 13, 2025Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$202, the stock trades at a trailing P/E ratio of 33.5x. Average forward P/E is 17x in the Semiconductor industry in Taiwan. Total loss to shareholders of 4.8% over the past year.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$180, the stock trades at a trailing P/E ratio of 29.8x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total loss to shareholders of 18% over the past year.分析記事 • Mar 31Some Skytech Inc. (TWSE:6937) Shareholders Look For Exit As Shares Take 26% PoundingTo the annoyance of some shareholders, Skytech Inc. ( TWSE:6937 ) shares are down a considerable 26% in the last month...Reported Earnings • Mar 03Full year 2024 earnings released: EPS: NT$6.03 (vs NT$5.02 in FY 2023)Full year 2024 results: EPS: NT$6.03 (up from NT$5.02 in FY 2023). Revenue: NT$2.59b (up 30% from FY 2023). Net income: NT$406.8m (up 33% from FY 2023). Profit margin: 16% (in line with FY 2023).お知らせ • Feb 26+ 1 more updateSkytech Inc., Annual General Meeting, May 29, 2025Skytech Inc., Annual General Meeting, May 29, 2025. Location: 4 floor no,265, tung i kuang ming 6th rd., jhubei city, hsinchu county Taiwanお知らせ • Feb 18Skytech Inc. to Report Q4, 2024 Results on Feb 25, 2025Skytech Inc. announced that they will report Q4, 2024 results at 9:00 AM, Taipei Standard Time on Feb 25, 2025分析記事 • Jan 01Skytech Inc.'s (TWSE:6937) 26% Price Boost Is Out Of Tune With EarningsSkytech Inc. ( TWSE:6937 ) shares have continued their recent momentum with a 26% gain in the last month alone. Looking...Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$377, the stock trades at a trailing P/E ratio of 62.2x. Average trailing P/E is 31x in the Semiconductor industry in Taiwan. Total returns to shareholders of 75% over the past year.分析記事 • Nov 19We Think That There Are Issues Underlying Skytech's (TWSE:6937) EarningsInvestors were disappointed with Skytech Inc.'s ( TWSE:6937 ) earnings, despite the strong profit numbers. We did some...Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$1.23 (vs NT$1.47 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.23 (down from NT$1.47 in 3Q 2023). Revenue: NT$563.6m (up 4.8% from 3Q 2023). Net income: NT$82.9m (down 7.3% from 3Q 2023). Profit margin: 15% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses.分析記事 • Nov 07Is Skytech (TWSE:6937) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Nov 05Skytech Inc. to Report Q3, 2024 Results on Nov 12, 2024Skytech Inc. announced that they will report Q3, 2024 results on Nov 12, 2024分析記事 • Oct 09Here's Why We Think Skytech (TWSE:6937) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$313, the stock trades at a trailing P/E ratio of 50.8x. Average trailing P/E is 32x in the Semiconductor industry in Taiwan. Total returns to shareholders of 51% over the past year.Reported Earnings • Aug 12Second quarter 2024 earnings released: EPS: NT$1.39 (vs NT$0.51 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.39 (up from NT$0.51 in 2Q 2023). Revenue: NT$495.6m (up 27% from 2Q 2023). Net income: NT$94.0m (up 203% from 2Q 2023). Profit margin: 19% (up from 7.9% in 2Q 2023). The increase in margin was driven by higher revenue.New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.8% average weekly change). High level of non-cash earnings (33% accrual ratio). Minor Risk Shareholders have been diluted in the past year (11% increase in shares outstanding).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$230, the stock trades at a trailing P/E ratio of 44x. Average trailing P/E is 29x in the Semiconductor industry in Taiwan. Total returns to shareholders of 5.5% over the past year.分析記事 • Aug 04We Think Skytech (TWSE:6937) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Aug 03Skytech Inc. to Report Q2, 2024 Results on Aug 09, 2024Skytech Inc. announced that they will report Q2, 2024 results on Aug 09, 2024Upcoming Dividend • Jul 09Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 16 July 2024. Payment date: 15 August 2024. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (1.9%).Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$256, the stock trades at a trailing P/E ratio of 49x. Average trailing P/E is 32x in the Semiconductor industry in Taiwan. Total returns to shareholders of 39% over the past year.New Risk • Jul 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (33% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Shareholders have been diluted in the past year (11% increase in shares outstanding).分析記事 • Jun 27Skytech's (TWSE:6937) Returns On Capital Are Heading HigherIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Reported Earnings • May 12First quarter 2024 earnings released: EPS: NT$1.25 (vs NT$0.64 in 1Q 2023)First quarter 2024 results: EPS: NT$1.25 (up from NT$0.64 in 1Q 2023). Revenue: NT$509.8m (up 25% from 1Q 2023). Net income: NT$84.3m (up 118% from 1Q 2023). Profit margin: 17% (up from 9.5% in 1Q 2023). The increase in margin was driven by higher revenue.お知らせ • May 03Skytech Inc. to Report Q1, 2024 Results on May 10, 2024Skytech Inc. announced that they will report Q1, 2024 results on May 10, 2024Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$239, the stock trades at a trailing P/E ratio of 52.5x. Average trailing P/E is 32x in the Semiconductor industry in Taiwan. Total returns to shareholders of 27% over the past year.New Risk • Feb 29New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 11% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.7% average weekly change). High level of non-cash earnings (37% accrual ratio). Minor Risk Shareholders have been diluted in the past year (11% increase in shares outstanding).Reported Earnings • Feb 27Full year 2023 earnings released: EPS: NT$5.02 (vs NT$5.66 in FY 2022)Full year 2023 results: EPS: NT$5.02 (down from NT$5.66 in FY 2022). Revenue: NT$1.99b (up 9.8% from FY 2022). Net income: NT$306.7m (down 3.2% from FY 2022). Profit margin: 15% (down from 18% in FY 2022). The decrease in margin was driven by higher expenses.お知らせ • Feb 24Skytech Inc. Announces Cash Dividends for the Year 2023Skytech Inc. announced cash dividends to shareholders of TWD 2.0 per share for the year 2023. Total amount of cash distributed to shareholders was TWD 134,954,526.New Risk • Dec 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 5.5% 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 No financial data reported. Minor Risk Share price has been volatile over the past 3 months (5.5% average weekly change).New Risk • Oct 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 5.8% 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 No financial data reported. Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change).決済の安定と成長配当データの取得安定した配当: 配当金の支払いは安定していますが、 6937が配当金を支払っている期間は 10 年未満です。増加する配当: 6937の配当金は増加していますが、同社は2年間しか配当金を支払っていません。配当利回り対市場Skytech 配当利回り対市場6937 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (6937)0.7%市場下位25% (TW)1.4%市場トップ25% (TW)4.9%業界平均 (Semiconductor)1.0%アナリスト予想 (6937) (最長3年)n/a注目すべき配当: 6937の配当金 ( 0.74% ) はTW市場の配当金支払者の下位 25% ( 1.4% ) と比べると目立ったものではありません。高配当: 6937の配当金 ( 0.74% ) はTW市場の配当金支払者の上位 25% ( 4.88% ) と比較すると低いです。株主への利益配当収益カバレッジ: 6937の配当金は、合理的な 配当性向 ( 51.5% ) により、利益によって賄われています。株主配当金キャッシュフローカバレッジ: 6937は配当金を支払っていますが、同社にはフリーキャッシュフローがありません。高配当企業の発掘7D1Y7D1Y7D1YTW 市場の強力な配当支払い企業。View Management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2026/06/09 07:55終値2026/06/09 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Skytech 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。1 アナリスト機関Alice SuMasterlink Securities Investment Advisory
Declared Dividend • Jun 26Dividend increased to NT$2.10Dividend of NT$2.10 is 5.1% higher than last year. Ex-date: 9th July 2025 Payment date: 8th August 2025 Dividend yield will be 0.9%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 38%. Cash payout ratio: 124%.
Upcoming Dividend • Jul 09Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 16 July 2024. Payment date: 15 August 2024. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (1.9%).
お知らせ • Feb 24Skytech Inc. Announces Cash Dividends for the Year 2023Skytech Inc. announced cash dividends to shareholders of TWD 2.0 per share for the year 2023. Total amount of cash distributed to shareholders was TWD 134,954,526.
Reported Earnings • May 11First quarter 2026 earnings released: EPS: NT$0.96 (vs NT$0.73 in 1Q 2025)First quarter 2026 results: EPS: NT$0.96 (up from NT$0.73 in 1Q 2025). Revenue: NT$582.4m (up 26% from 1Q 2025). Net income: NT$64.8m (up 32% from 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Apr 13Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to NT$313. The fair value is estimated to be NT$242, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 10%.
お知らせ • Mar 09Skytech Inc., Annual General Meeting, May 29, 2026Skytech Inc., Annual General Meeting, May 29, 2026, at 09:30 Taipei Standard Time. Location: 3 floor no,265, tung i kuang ming 6th rd., jhubei city, hsinchu county Taiwan
Reported Earnings • Mar 09Full year 2025 earnings released: EPS: NT$3.01 (vs NT$6.03 in FY 2024)Full year 2025 results: EPS: NT$3.01 (down from NT$6.03 in FY 2024). Revenue: NT$2.24b (down 13% from FY 2024). Net income: NT$202.8m (down 50% from FY 2024). Profit margin: 9.0% (down from 16% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Profit margins are more than 30% lower than last year (11% net profit margin).
Buy Or Sell Opportunity • Feb 10Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.5% to NT$223. The fair value is estimated to be NT$286, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years, while earnings per share has been flat.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$255, the stock trades at a trailing P/E ratio of 62.4x. Average trailing P/E is 30x in the Semiconductor industry in Taiwan. Total returns to shareholders of 115% over the past three years.
Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: NT$0.91 (vs NT$1.23 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.91 (down from NT$1.23 in 3Q 2024). Revenue: NT$549.5m (down 2.5% from 3Q 2024). Net income: NT$61.6m (down 26% from 3Q 2024). Profit margin: 11% (down from 15% in 3Q 2024). The decrease in margin was primarily driven by lower revenue.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$250, the stock trades at a trailing P/E ratio of 56.8x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 9.5% over the past year.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$0.28 (vs NT$1.39 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.28 (down from NT$1.39 in 2Q 2024). Revenue: NT$512.3m (up 3.4% from 2Q 2024). Net income: NT$19.1m (down 80% from 2Q 2024). Profit margin: 3.7% (down from 19% in 2Q 2024). The decrease in margin was driven by higher expenses.
New Risk • Jul 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$227, the stock trades at a trailing P/E ratio of 41.2x. Average forward P/E is 17x in the Semiconductor industry in Taiwan. Total returns to shareholders of 6.5% over the past year.
Declared Dividend • Jun 26Dividend increased to NT$2.10Dividend of NT$2.10 is 5.1% higher than last year. Ex-date: 9th July 2025 Payment date: 8th August 2025 Dividend yield will be 0.9%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 38%. Cash payout ratio: 124%.
お知らせ • Jun 12Smoltek Nanotech Holding AB Announces A Major Technological Milestone in CNF-MIM Capacitor Development through A collaboration with SkyTechSmoltek Nanotech Holding AB (publ) announced a major technological milestone in CNF-MIM capacitor development, having successfully engineered an advanced dielectric stack composed of zirconium oxide (ZrO2) and aluminium oxide (Al2O3). This breakthrough was achieved through a close collaboration with SkyTech, a Taiwanese leader in Atomic Layer Deposition (ALD) equipment for the semiconductor industry. The joint development effort, which began at the start of the year, focused on the optimization and evaluation of ALD films deposited by SkyTech on Smoltek's proprietary CNF-MIM (Carbon Nanofiber-Metal-Insulator-Metal) test capacitor structures. The result is a capacitance density in excess of 1 µF/mm² using an active layer thickness of only 6 µm--corresponding to a volumetric capacitance density exceeding 160 nF/mm²-µm, which is among the highest reported volumetric capacitance density for ultra-thin capacitors in the industry.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.73 (vs NT$1.25 in 1Q 2024)First quarter 2025 results: EPS: NT$0.73 (down from NT$1.25 in 1Q 2024). Revenue: NT$461.2m (down 9.5% from 1Q 2024). Net income: NT$49.0m (down 42% from 1Q 2024). Profit margin: 11% (down from 17% in 1Q 2024). The decrease in margin was driven by lower revenue.
お知らせ • May 06Skytech Inc. to Report Q1, 2025 Results on May 13, 2025Skytech Inc. announced that they will report Q1, 2025 results on May 13, 2025
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$202, the stock trades at a trailing P/E ratio of 33.5x. Average forward P/E is 17x in the Semiconductor industry in Taiwan. Total loss to shareholders of 4.8% over the past year.
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$180, the stock trades at a trailing P/E ratio of 29.8x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total loss to shareholders of 18% over the past year.
分析記事 • Mar 31Some Skytech Inc. (TWSE:6937) Shareholders Look For Exit As Shares Take 26% PoundingTo the annoyance of some shareholders, Skytech Inc. ( TWSE:6937 ) shares are down a considerable 26% in the last month...
Reported Earnings • Mar 03Full year 2024 earnings released: EPS: NT$6.03 (vs NT$5.02 in FY 2023)Full year 2024 results: EPS: NT$6.03 (up from NT$5.02 in FY 2023). Revenue: NT$2.59b (up 30% from FY 2023). Net income: NT$406.8m (up 33% from FY 2023). Profit margin: 16% (in line with FY 2023).
お知らせ • Feb 26+ 1 more updateSkytech Inc., Annual General Meeting, May 29, 2025Skytech Inc., Annual General Meeting, May 29, 2025. Location: 4 floor no,265, tung i kuang ming 6th rd., jhubei city, hsinchu county Taiwan
お知らせ • Feb 18Skytech Inc. to Report Q4, 2024 Results on Feb 25, 2025Skytech Inc. announced that they will report Q4, 2024 results at 9:00 AM, Taipei Standard Time on Feb 25, 2025
分析記事 • Jan 01Skytech Inc.'s (TWSE:6937) 26% Price Boost Is Out Of Tune With EarningsSkytech Inc. ( TWSE:6937 ) shares have continued their recent momentum with a 26% gain in the last month alone. Looking...
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$377, the stock trades at a trailing P/E ratio of 62.2x. Average trailing P/E is 31x in the Semiconductor industry in Taiwan. Total returns to shareholders of 75% over the past year.
分析記事 • Nov 19We Think That There Are Issues Underlying Skytech's (TWSE:6937) EarningsInvestors were disappointed with Skytech Inc.'s ( TWSE:6937 ) earnings, despite the strong profit numbers. We did some...
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$1.23 (vs NT$1.47 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.23 (down from NT$1.47 in 3Q 2023). Revenue: NT$563.6m (up 4.8% from 3Q 2023). Net income: NT$82.9m (down 7.3% from 3Q 2023). Profit margin: 15% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses.
分析記事 • Nov 07Is Skytech (TWSE:6937) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Nov 05Skytech Inc. to Report Q3, 2024 Results on Nov 12, 2024Skytech Inc. announced that they will report Q3, 2024 results on Nov 12, 2024
分析記事 • Oct 09Here's Why We Think Skytech (TWSE:6937) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$313, the stock trades at a trailing P/E ratio of 50.8x. Average trailing P/E is 32x in the Semiconductor industry in Taiwan. Total returns to shareholders of 51% over the past year.
Reported Earnings • Aug 12Second quarter 2024 earnings released: EPS: NT$1.39 (vs NT$0.51 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.39 (up from NT$0.51 in 2Q 2023). Revenue: NT$495.6m (up 27% from 2Q 2023). Net income: NT$94.0m (up 203% from 2Q 2023). Profit margin: 19% (up from 7.9% in 2Q 2023). The increase in margin was driven by higher revenue.
New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.8% average weekly change). High level of non-cash earnings (33% accrual ratio). Minor Risk Shareholders have been diluted in the past year (11% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$230, the stock trades at a trailing P/E ratio of 44x. Average trailing P/E is 29x in the Semiconductor industry in Taiwan. Total returns to shareholders of 5.5% over the past year.
分析記事 • Aug 04We Think Skytech (TWSE:6937) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Aug 03Skytech Inc. to Report Q2, 2024 Results on Aug 09, 2024Skytech Inc. announced that they will report Q2, 2024 results on Aug 09, 2024
Upcoming Dividend • Jul 09Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 16 July 2024. Payment date: 15 August 2024. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (1.9%).
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$256, the stock trades at a trailing P/E ratio of 49x. Average trailing P/E is 32x in the Semiconductor industry in Taiwan. Total returns to shareholders of 39% over the past year.
New Risk • Jul 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (33% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Shareholders have been diluted in the past year (11% increase in shares outstanding).
分析記事 • Jun 27Skytech's (TWSE:6937) Returns On Capital Are Heading HigherIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Reported Earnings • May 12First quarter 2024 earnings released: EPS: NT$1.25 (vs NT$0.64 in 1Q 2023)First quarter 2024 results: EPS: NT$1.25 (up from NT$0.64 in 1Q 2023). Revenue: NT$509.8m (up 25% from 1Q 2023). Net income: NT$84.3m (up 118% from 1Q 2023). Profit margin: 17% (up from 9.5% in 1Q 2023). The increase in margin was driven by higher revenue.
お知らせ • May 03Skytech Inc. to Report Q1, 2024 Results on May 10, 2024Skytech Inc. announced that they will report Q1, 2024 results on May 10, 2024
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$239, the stock trades at a trailing P/E ratio of 52.5x. Average trailing P/E is 32x in the Semiconductor industry in Taiwan. Total returns to shareholders of 27% over the past year.
New Risk • Feb 29New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 11% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.7% average weekly change). High level of non-cash earnings (37% accrual ratio). Minor Risk Shareholders have been diluted in the past year (11% increase in shares outstanding).
Reported Earnings • Feb 27Full year 2023 earnings released: EPS: NT$5.02 (vs NT$5.66 in FY 2022)Full year 2023 results: EPS: NT$5.02 (down from NT$5.66 in FY 2022). Revenue: NT$1.99b (up 9.8% from FY 2022). Net income: NT$306.7m (down 3.2% from FY 2022). Profit margin: 15% (down from 18% in FY 2022). The decrease in margin was driven by higher expenses.
お知らせ • Feb 24Skytech Inc. Announces Cash Dividends for the Year 2023Skytech Inc. announced cash dividends to shareholders of TWD 2.0 per share for the year 2023. Total amount of cash distributed to shareholders was TWD 134,954,526.
New Risk • Dec 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 5.5% 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 No financial data reported. Minor Risk Share price has been volatile over the past 3 months (5.5% average weekly change).
New Risk • Oct 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 5.8% 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 No financial data reported. Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change).