View Future GrowthMicro Silicon Electronics 過去の業績過去 基準チェック /16Micro Silicon Electronicsの収益は年間平均-24.3%の割合で減少していますが、 Semiconductor業界の収益は年間 減少しています。収益は年間4.6% 12.1%割合で 増加しています。 Micro Silicon Electronicsの自己資本利益率は6.8%であり、純利益率は7.5%です。主要情報-24.33%収益成長率-29.03%EPS成長率Semiconductor 業界の成長19.89%収益成長率12.07%株主資本利益率6.84%ネット・マージン7.54%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 07First quarter 2026 earnings released: EPS: NT$0.12 (vs NT$0.30 in 1Q 2025)First quarter 2026 results: EPS: NT$0.12 (down from NT$0.30 in 1Q 2025). Revenue: NT$283.4m (down 4.9% from 1Q 2025). Net income: NT$8.00m (down 61% from 1Q 2025). Profit margin: 2.8% (down from 6.9% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$1.57 (vs NT$1.28 in FY 2024)Full year 2025 results: EPS: NT$1.57 (up from NT$1.28 in FY 2024). Revenue: NT$1.27b (up 20% from FY 2024). Net income: NT$107.5m (up 23% from FY 2024). Profit margin: 8.4% (up from 8.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$0.64 (vs NT$0.63 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.64 (up from NT$0.63 in 3Q 2024). Revenue: NT$349.0m (up 21% from 3Q 2024). Net income: NT$44.3m (up 1.8% from 3Q 2024). Profit margin: 13% (down from 15% in 3Q 2024). 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 8% per year, which means it is well ahead of earnings.Reported Earnings • Aug 08Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: NT$339.7m (up 43% from 2Q 2024). Net income: NT$40.1m (up NT$41.1m from 2Q 2024). Profit margin: 12% (up from net loss in 2Q 2024).Reported Earnings • May 09First quarter 2025 earnings released: EPS: NT$0.30 (vs NT$0.17 in 1Q 2024)First quarter 2025 results: EPS: NT$0.30 (up from NT$0.17 in 1Q 2024). Revenue: NT$297.9m (up 23% from 1Q 2024). Net income: NT$20.5m (up 84% from 1Q 2024). Profit margin: 6.9% (up from 4.6% in 1Q 2024).お知らせ • Apr 30Micro Silicon Electronics Co., Ltd. to Report Q1, 2025 Results on May 07, 2025Micro Silicon Electronics Co., Ltd. announced that they will report Q1, 2025 results on May 07, 2025すべての更新を表示Recent updatesDeclared Dividend • May 30Dividend increased to NT$1.50Dividend of NT$1.50 is 50% higher than last year. Ex-date: 17th June 2026 Payment date: 15th July 2026 Dividend yield will be 2.0%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (108% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 3 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 21% to bring the payout ratio under control. However, EPS has declined by 7.0% over the last 5 years so the company would need to reverse this trend.New Risk • May 25New 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 9.5% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 96% Paying a dividend despite having no free cash flows. Earnings have declined by 24% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.5% average weekly change).Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$66.80, the stock trades at a trailing P/E ratio of 48.3x. Average trailing P/E is 42x in the Semiconductor industry in Taiwan. Total returns to shareholders of 89% over the past three years.Reported Earnings • May 07First quarter 2026 earnings released: EPS: NT$0.12 (vs NT$0.30 in 1Q 2025)First quarter 2026 results: EPS: NT$0.12 (down from NT$0.30 in 1Q 2025). Revenue: NT$283.4m (down 4.9% from 1Q 2025). Net income: NT$8.00m (down 61% from 1Q 2025). Profit margin: 2.8% (down from 6.9% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$52.60, the stock trades at a trailing P/E ratio of 33.6x. Average trailing P/E is 44x in the Semiconductor industry in Taiwan. Total returns to shareholders of 48% over the past three years.New Risk • Mar 27New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 96% The company is paying a dividend despite having no free cash flows. Dividend yield: 3.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 96% Paying a dividend despite having no free cash flows. Earnings have declined by 21% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$2.69b market cap, or US$83.9m).お知らせ • Mar 12Micro Silicon Electronics Co., Ltd., Annual General Meeting, May 28, 2026Micro Silicon Electronics Co., Ltd., Annual General Meeting, May 28, 2026, at 10:30 Taipei Standard Time. Location: no,230, you yih rd., jhunan township, miaoli county TaiwanReported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$1.57 (vs NT$1.28 in FY 2024)Full year 2025 results: EPS: NT$1.57 (up from NT$1.28 in FY 2024). Revenue: NT$1.27b (up 20% from FY 2024). Net income: NT$107.5m (up 23% from FY 2024). Profit margin: 8.4% (up from 8.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$43.80, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 36x in the Semiconductor industry in Taiwan. Total returns to shareholders of 11% over the past three years.Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$0.64 (vs NT$0.63 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.64 (up from NT$0.63 in 3Q 2024). Revenue: NT$349.0m (up 21% from 3Q 2024). Net income: NT$44.3m (up 1.8% from 3Q 2024). Profit margin: 13% (down from 15% in 3Q 2024). 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 8% per year, which means it is well ahead of earnings.Board Change • Sep 26Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Wilson Wen was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$44.30, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 32x in the Semiconductor industry in Taiwan. Total returns to shareholders of 30% over the past year.Reported Earnings • Aug 08Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: NT$339.7m (up 43% from 2Q 2024). Net income: NT$40.1m (up NT$41.1m from 2Q 2024). Profit margin: 12% (up from net loss in 2Q 2024).Upcoming Dividend • Jun 11Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 18 June 2025. Payment date: 10 July 2025. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (2.3%).お知らせ • May 29Micro Silicon Electronics Co., Ltd. Approves Board ElectionsMicro Silicon Electronics Co., Ltd. announced at annual general meeting held on May 28, 2025, the shareholders approved election of 9 directors (including 4 independent directors) for the 15th Board of Directors, and the Elected Directors are as follows: Directors:Da Ri Yue Investment Co., Ltd. Representative:Chang, Bing-Tang; Chen Zhen Investment Co., Ltd. Representative:Chang, Chen; Peng, Ying-Kuang; Chang, Wei-Cheng and Yang,Shih-Lan. Independent Directors: Chang, Chu-Hsing, Wen,Wan-Shou, Tan,Chung-Min and Sha,Sheng-Chun.Reported Earnings • May 09First quarter 2025 earnings released: EPS: NT$0.30 (vs NT$0.17 in 1Q 2024)First quarter 2025 results: EPS: NT$0.30 (up from NT$0.17 in 1Q 2024). Revenue: NT$297.9m (up 23% from 1Q 2024). Net income: NT$20.5m (up 84% from 1Q 2024). Profit margin: 6.9% (up from 4.6% in 1Q 2024).お知らせ • Apr 30Micro Silicon Electronics Co., Ltd. to Report Q1, 2025 Results on May 07, 2025Micro Silicon Electronics Co., Ltd. announced that they will report Q1, 2025 results on May 07, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$31.15, the stock trades at a trailing P/E ratio of 24.6x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 23% over the past year.New Risk • Mar 11New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 48% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Market cap is less than US$100m (NT$2.74b market cap, or US$83.2m).分析記事 • Mar 06Investors Shouldn't Be Too Comfortable With Micro Silicon Electronics' (TWSE:8162) EarningsMicro Silicon Electronics Co., Ltd.'s ( TWSE:8162 ) robust earnings report didn't manage to move the market for its...Reported Earnings • Mar 04Full year 2024 earnings released: EPS: NT$1.28 (vs NT$0.41 loss in FY 2023)Full year 2024 results: EPS: NT$1.28 (up from NT$0.41 loss in FY 2023). Revenue: NT$1.06b (up 18% from FY 2023). Net income: NT$87.1m (up NT$113.4m from FY 2023). Profit margin: 8.2% (up from net loss in FY 2023). The move to profitability was driven by higher revenue.お知らせ • Feb 27Micro Silicon Electronics Co., Ltd., Annual General Meeting, May 28, 2025Micro Silicon Electronics Co., Ltd., Annual General Meeting, May 28, 2025. Location: no,230, you yih rd., jhunan township, miaoli county Taiwanお知らせ • Feb 19Micro Silicon Electronics Co., Ltd. to Report Fiscal Year 2024 Results on Feb 26, 2025Micro Silicon Electronics Co., Ltd. announced that they will report fiscal year 2024 results on Feb 26, 2025New Risk • Nov 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 51% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 55% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (6.3% increase in shares outstanding). Market cap is less than US$100m (NT$2.75b market cap, or US$84.6m).Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: NT$0.63 (vs NT$0.05 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.63 (up from NT$0.05 in 3Q 2023). Revenue: NT$289.7m (up 23% from 3Q 2023). Net income: NT$43.5m (up NT$40.2m from 3Q 2023). Profit margin: 15% (up from 1.4% in 3Q 2023). The increase in margin was driven by higher revenue.お知らせ • Oct 31Micro Silicon Electronics Co., Ltd. to Report Q3, 2024 Results on Nov 06, 2024Micro Silicon Electronics Co., Ltd. announced that they will report Q3, 2024 results on Nov 06, 2024分析記事 • Aug 15Micro Silicon Electronics' (TWSE:8162) Solid Profits Have Weak FundamentalsDespite posting some strong earnings, the market for Micro Silicon Electronics Co., Ltd.'s ( TWSE:8162 ) stock hasn't...Reported Earnings • Aug 10Second quarter 2024 earnings released: NT$0.01 loss per share (vs NT$0.18 loss in 2Q 2023)Second quarter 2024 results: NT$0.01 loss per share (improved from NT$0.18 loss in 2Q 2023). Revenue: NT$236.9m (up 18% from 2Q 2023). Net loss: NT$996.0k (loss narrowed 91% from 2Q 2023).お知らせ • Aug 02Micro Silicon Electronics Co., Ltd. to Report Q2, 2024 Results on Aug 08, 2024Micro Silicon Electronics Co., Ltd. announced that they will report Q2, 2024 results on Aug 08, 2024Declared Dividend • Jun 20Dividend of NT$0.50 announcedShareholders will receive a dividend of NT$0.50. Ex-date: 4th July 2024 Payment date: 31st July 2024 Dividend yield will be 1.2%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (56% 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 company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to decline by 38% to shift the payout ratio to a potentially unsustainable range, which is less than the 63% EPS decline seen over the last 3 years.お知らせ • Jun 20Micro Silicon Electronics Co., Ltd. Announces Cash Dividend, Payable on July 31, 2024Micro Silicon Electronics Co., Ltd. announces cash dividend of TWD 34,351,000. Ex-rights (ex-dividend) trading date: July 4, 2024. Ex-rights (ex-dividend) record date: July 12, 2024. Payment date of common stock cash dividend distribution: July 31, 2024.New Risk • Apr 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.3% 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 (10% average weekly change). Revenue has declined by 31% over the past year. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Short dividend paying track record (1 year of continuous dividend payments). Shareholders have been diluted in the past year (6.3% increase in shares outstanding). Market cap is less than US$100m (NT$2.86b market cap, or US$88.9m).お知らせ • Mar 29Micro Silicon Electronics Co., Ltd., Annual General Meeting, Jun 18, 2024Micro Silicon Electronics Co., Ltd., Annual General Meeting, Jun 18, 2024.New Risk • Mar 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 31% over the past year. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Paying a dividend despite having no free cash flows.New Risk • Feb 15New 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 5.4% 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 Revenue has declined by 31% over the past year. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.4% average weekly change). Market cap is less than US$100m (NT$3.04b market cap, or US$96.9m).New Risk • Feb 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.04b (US$96.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 31% over the past year. Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (NT$3.04b market cap, or US$96.9m).New Risk • Jun 19New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 5.1% over the past year. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (14% net profit margin). Market cap is less than US$100m (NT$2.49b market cap, or US$80.9m).New Risk • Jun 08New major risk - Revenue and earnings growthRevenue has declined by 5.1% over the past year. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 5.1% over the past year. Minor Risks Profit margins are more than 30% lower than last year (14% net profit margin). Market cap is less than US$100m (NT$2.49b market cap, or US$81.0m).Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$36.25, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 13x in the Semiconductor industry in Taiwan.Valuation Update With 7 Day Price Move • Oct 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$31.00, the stock trades at a trailing P/E ratio of 8.2x. Average trailing P/E is 11x in the Semiconductor industry in Taiwan.収支内訳Micro Silicon Electronics の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TWSE:8162 収益、費用、利益 ( )TWD Millions日付収益収益G+A経費研究開発費31 Mar 261,260951206931 Dec 251,2751081266930 Sep 251,2821381247030 Jun 251,2231381216831 Mar 251,120961136731 Dec 241,064871066830 Sep 241,053821006530 Jun 2499942966631 Mar 2496432966531 Dec 23905-26996530 Sep 23865-43966930 Jun 23924-141006731 Mar 231,066601156931 Dec 221,2271681297030 Sep 221,3082161427130 Jun 221,3382451467831 Mar 221,3152521427131 Dec 211,2922601376431 Dec 201,02211512744質の高い収益: 8162は 高品質の収益 を持っています。利益率の向上: 8162の現在の純利益率 (7.5%)は、昨年(8.6%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 8162の収益は過去 5 年間で年間24.3%減少しました。成長の加速: 8162は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 8162は過去 1 年間で収益成長率がマイナス ( -1.5% ) となったため、 Semiconductor業界平均 ( 3.4% ) と比較することが困難です。株主資本利益率高いROE: 8162の 自己資本利益率 ( 6.8% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSemiconductors 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/06/01 15:01終値2026/06/01 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Micro Silicon Electronics 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 • May 07First quarter 2026 earnings released: EPS: NT$0.12 (vs NT$0.30 in 1Q 2025)First quarter 2026 results: EPS: NT$0.12 (down from NT$0.30 in 1Q 2025). Revenue: NT$283.4m (down 4.9% from 1Q 2025). Net income: NT$8.00m (down 61% from 1Q 2025). Profit margin: 2.8% (down from 6.9% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$1.57 (vs NT$1.28 in FY 2024)Full year 2025 results: EPS: NT$1.57 (up from NT$1.28 in FY 2024). Revenue: NT$1.27b (up 20% from FY 2024). Net income: NT$107.5m (up 23% from FY 2024). Profit margin: 8.4% (up from 8.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$0.64 (vs NT$0.63 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.64 (up from NT$0.63 in 3Q 2024). Revenue: NT$349.0m (up 21% from 3Q 2024). Net income: NT$44.3m (up 1.8% from 3Q 2024). Profit margin: 13% (down from 15% in 3Q 2024). 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 8% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 08Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: NT$339.7m (up 43% from 2Q 2024). Net income: NT$40.1m (up NT$41.1m from 2Q 2024). Profit margin: 12% (up from net loss in 2Q 2024).
Reported Earnings • May 09First quarter 2025 earnings released: EPS: NT$0.30 (vs NT$0.17 in 1Q 2024)First quarter 2025 results: EPS: NT$0.30 (up from NT$0.17 in 1Q 2024). Revenue: NT$297.9m (up 23% from 1Q 2024). Net income: NT$20.5m (up 84% from 1Q 2024). Profit margin: 6.9% (up from 4.6% in 1Q 2024).
お知らせ • Apr 30Micro Silicon Electronics Co., Ltd. to Report Q1, 2025 Results on May 07, 2025Micro Silicon Electronics Co., Ltd. announced that they will report Q1, 2025 results on May 07, 2025
Declared Dividend • May 30Dividend increased to NT$1.50Dividend of NT$1.50 is 50% higher than last year. Ex-date: 17th June 2026 Payment date: 15th July 2026 Dividend yield will be 2.0%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (108% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 3 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 21% to bring the payout ratio under control. However, EPS has declined by 7.0% over the last 5 years so the company would need to reverse this trend.
New Risk • May 25New 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 9.5% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 96% Paying a dividend despite having no free cash flows. Earnings have declined by 24% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.5% average weekly change).
Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$66.80, the stock trades at a trailing P/E ratio of 48.3x. Average trailing P/E is 42x in the Semiconductor industry in Taiwan. Total returns to shareholders of 89% over the past three years.
Reported Earnings • May 07First quarter 2026 earnings released: EPS: NT$0.12 (vs NT$0.30 in 1Q 2025)First quarter 2026 results: EPS: NT$0.12 (down from NT$0.30 in 1Q 2025). Revenue: NT$283.4m (down 4.9% from 1Q 2025). Net income: NT$8.00m (down 61% from 1Q 2025). Profit margin: 2.8% (down from 6.9% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$52.60, the stock trades at a trailing P/E ratio of 33.6x. Average trailing P/E is 44x in the Semiconductor industry in Taiwan. Total returns to shareholders of 48% over the past three years.
New Risk • Mar 27New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 96% The company is paying a dividend despite having no free cash flows. Dividend yield: 3.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 96% Paying a dividend despite having no free cash flows. Earnings have declined by 21% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$2.69b market cap, or US$83.9m).
お知らせ • Mar 12Micro Silicon Electronics Co., Ltd., Annual General Meeting, May 28, 2026Micro Silicon Electronics Co., Ltd., Annual General Meeting, May 28, 2026, at 10:30 Taipei Standard Time. Location: no,230, you yih rd., jhunan township, miaoli county Taiwan
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$1.57 (vs NT$1.28 in FY 2024)Full year 2025 results: EPS: NT$1.57 (up from NT$1.28 in FY 2024). Revenue: NT$1.27b (up 20% from FY 2024). Net income: NT$107.5m (up 23% from FY 2024). Profit margin: 8.4% (up from 8.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$43.80, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 36x in the Semiconductor industry in Taiwan. Total returns to shareholders of 11% over the past three years.
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$0.64 (vs NT$0.63 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.64 (up from NT$0.63 in 3Q 2024). Revenue: NT$349.0m (up 21% from 3Q 2024). Net income: NT$44.3m (up 1.8% from 3Q 2024). Profit margin: 13% (down from 15% in 3Q 2024). 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 8% per year, which means it is well ahead of earnings.
Board Change • Sep 26Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Wilson Wen was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$44.30, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 32x in the Semiconductor industry in Taiwan. Total returns to shareholders of 30% over the past year.
Reported Earnings • Aug 08Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: NT$339.7m (up 43% from 2Q 2024). Net income: NT$40.1m (up NT$41.1m from 2Q 2024). Profit margin: 12% (up from net loss in 2Q 2024).
Upcoming Dividend • Jun 11Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 18 June 2025. Payment date: 10 July 2025. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (2.3%).
お知らせ • May 29Micro Silicon Electronics Co., Ltd. Approves Board ElectionsMicro Silicon Electronics Co., Ltd. announced at annual general meeting held on May 28, 2025, the shareholders approved election of 9 directors (including 4 independent directors) for the 15th Board of Directors, and the Elected Directors are as follows: Directors:Da Ri Yue Investment Co., Ltd. Representative:Chang, Bing-Tang; Chen Zhen Investment Co., Ltd. Representative:Chang, Chen; Peng, Ying-Kuang; Chang, Wei-Cheng and Yang,Shih-Lan. Independent Directors: Chang, Chu-Hsing, Wen,Wan-Shou, Tan,Chung-Min and Sha,Sheng-Chun.
Reported Earnings • May 09First quarter 2025 earnings released: EPS: NT$0.30 (vs NT$0.17 in 1Q 2024)First quarter 2025 results: EPS: NT$0.30 (up from NT$0.17 in 1Q 2024). Revenue: NT$297.9m (up 23% from 1Q 2024). Net income: NT$20.5m (up 84% from 1Q 2024). Profit margin: 6.9% (up from 4.6% in 1Q 2024).
お知らせ • Apr 30Micro Silicon Electronics Co., Ltd. to Report Q1, 2025 Results on May 07, 2025Micro Silicon Electronics Co., Ltd. announced that they will report Q1, 2025 results on May 07, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$31.15, the stock trades at a trailing P/E ratio of 24.6x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 23% over the past year.
New Risk • Mar 11New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 48% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Market cap is less than US$100m (NT$2.74b market cap, or US$83.2m).
分析記事 • Mar 06Investors Shouldn't Be Too Comfortable With Micro Silicon Electronics' (TWSE:8162) EarningsMicro Silicon Electronics Co., Ltd.'s ( TWSE:8162 ) robust earnings report didn't manage to move the market for its...
Reported Earnings • Mar 04Full year 2024 earnings released: EPS: NT$1.28 (vs NT$0.41 loss in FY 2023)Full year 2024 results: EPS: NT$1.28 (up from NT$0.41 loss in FY 2023). Revenue: NT$1.06b (up 18% from FY 2023). Net income: NT$87.1m (up NT$113.4m from FY 2023). Profit margin: 8.2% (up from net loss in FY 2023). The move to profitability was driven by higher revenue.
お知らせ • Feb 27Micro Silicon Electronics Co., Ltd., Annual General Meeting, May 28, 2025Micro Silicon Electronics Co., Ltd., Annual General Meeting, May 28, 2025. Location: no,230, you yih rd., jhunan township, miaoli county Taiwan
お知らせ • Feb 19Micro Silicon Electronics Co., Ltd. to Report Fiscal Year 2024 Results on Feb 26, 2025Micro Silicon Electronics Co., Ltd. announced that they will report fiscal year 2024 results on Feb 26, 2025
New Risk • Nov 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 51% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 55% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (6.3% increase in shares outstanding). Market cap is less than US$100m (NT$2.75b market cap, or US$84.6m).
Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: NT$0.63 (vs NT$0.05 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.63 (up from NT$0.05 in 3Q 2023). Revenue: NT$289.7m (up 23% from 3Q 2023). Net income: NT$43.5m (up NT$40.2m from 3Q 2023). Profit margin: 15% (up from 1.4% in 3Q 2023). The increase in margin was driven by higher revenue.
お知らせ • Oct 31Micro Silicon Electronics Co., Ltd. to Report Q3, 2024 Results on Nov 06, 2024Micro Silicon Electronics Co., Ltd. announced that they will report Q3, 2024 results on Nov 06, 2024
分析記事 • Aug 15Micro Silicon Electronics' (TWSE:8162) Solid Profits Have Weak FundamentalsDespite posting some strong earnings, the market for Micro Silicon Electronics Co., Ltd.'s ( TWSE:8162 ) stock hasn't...
Reported Earnings • Aug 10Second quarter 2024 earnings released: NT$0.01 loss per share (vs NT$0.18 loss in 2Q 2023)Second quarter 2024 results: NT$0.01 loss per share (improved from NT$0.18 loss in 2Q 2023). Revenue: NT$236.9m (up 18% from 2Q 2023). Net loss: NT$996.0k (loss narrowed 91% from 2Q 2023).
お知らせ • Aug 02Micro Silicon Electronics Co., Ltd. to Report Q2, 2024 Results on Aug 08, 2024Micro Silicon Electronics Co., Ltd. announced that they will report Q2, 2024 results on Aug 08, 2024
Declared Dividend • Jun 20Dividend of NT$0.50 announcedShareholders will receive a dividend of NT$0.50. Ex-date: 4th July 2024 Payment date: 31st July 2024 Dividend yield will be 1.2%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (56% 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 company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to decline by 38% to shift the payout ratio to a potentially unsustainable range, which is less than the 63% EPS decline seen over the last 3 years.
お知らせ • Jun 20Micro Silicon Electronics Co., Ltd. Announces Cash Dividend, Payable on July 31, 2024Micro Silicon Electronics Co., Ltd. announces cash dividend of TWD 34,351,000. Ex-rights (ex-dividend) trading date: July 4, 2024. Ex-rights (ex-dividend) record date: July 12, 2024. Payment date of common stock cash dividend distribution: July 31, 2024.
New Risk • Apr 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.3% 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 (10% average weekly change). Revenue has declined by 31% over the past year. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Short dividend paying track record (1 year of continuous dividend payments). Shareholders have been diluted in the past year (6.3% increase in shares outstanding). Market cap is less than US$100m (NT$2.86b market cap, or US$88.9m).
お知らせ • Mar 29Micro Silicon Electronics Co., Ltd., Annual General Meeting, Jun 18, 2024Micro Silicon Electronics Co., Ltd., Annual General Meeting, Jun 18, 2024.
New Risk • Mar 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 31% over the past year. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Paying a dividend despite having no free cash flows.
New Risk • Feb 15New 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 5.4% 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 Revenue has declined by 31% over the past year. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.4% average weekly change). Market cap is less than US$100m (NT$3.04b market cap, or US$96.9m).
New Risk • Feb 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.04b (US$96.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 31% over the past year. Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (NT$3.04b market cap, or US$96.9m).
New Risk • Jun 19New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 5.1% over the past year. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (14% net profit margin). Market cap is less than US$100m (NT$2.49b market cap, or US$80.9m).
New Risk • Jun 08New major risk - Revenue and earnings growthRevenue has declined by 5.1% over the past year. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 5.1% over the past year. Minor Risks Profit margins are more than 30% lower than last year (14% net profit margin). Market cap is less than US$100m (NT$2.49b market cap, or US$81.0m).
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$36.25, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 13x in the Semiconductor industry in Taiwan.
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$31.00, the stock trades at a trailing P/E ratio of 8.2x. Average trailing P/E is 11x in the Semiconductor industry in Taiwan.