View Financial HealthInsyde Software 配当と自社株買い配当金 基準チェック /26Insyde Software配当を支払う会社であり、現在の利回りは2.09%です。主要情報2.1%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回り2.1%配当成長23.0%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98%最近の配当と自社株買いの更新Upcoming Dividend • Jul 15Upcoming dividend of NT$6.50 per shareEligible shareholders must have bought the stock before 22 July 2025. Payment date: 14 August 2025. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (3.0%).Declared Dividend • May 25Dividend of NT$6.50 announcedShareholders will receive a dividend of NT$6.50. Ex-date: 22nd July 2025 Payment date: 14th August 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (31% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 35% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jul 04Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 11 July 2024. Payment date: 08 August 2024. Payout ratio is a comfortable 42% but the company is paying out more than the cash it is generating. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (2.0%).Declared Dividend • Jun 19Dividend reduced to NT$2.50Dividend of NT$2.50 is 60% lower than last year. Ex-date: 11th July 2024 Payment date: 8th August 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (129% earnings payout ratio) nor is it covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 9.7% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 43% to bring the payout ratio under control, which is more than the 25% EPS growth achieved over the last 5 years.Upcoming Dividend • Jul 05Upcoming dividend of NT$6.30 per share at 5.3% yieldEligible shareholders must have bought the stock before 12 July 2023. Payment date: 04 August 2023. Payout ratio and cash payout ratio are on the higher end at 100% and 88% respectively. Trailing yield: 5.3%. Lower than top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (2.4%).Upcoming Dividend • Jul 05Upcoming dividend of NT$5.20 per shareEligible shareholders must have bought the stock before 12 July 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 7.5%. Within top quartile of Taiwanese dividend payers (6.7%). Higher than average of industry peers (3.1%).すべての更新を表示Recent updatesReported Earnings • 7hFirst quarter 2026 earnings released: EPS: NT$1.00 (vs NT$1.70 in 1Q 2025)First quarter 2026 results: EPS: NT$1.00 (down from NT$1.70 in 1Q 2025). Revenue: NT$438.8m (up 7.8% from 1Q 2025). Net income: NT$77.6m (flat on 1Q 2025). Profit margin: 18% (down from 19% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$317, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 25x in the Software industry in Asia. Total returns to shareholders of 237% over the past three years.New Risk • Apr 20New 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 8.7% 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: Minor Risks Dividend is not well covered by earnings (98% payout ratio). Share price has been volatile over the past 3 months (8.7% average weekly change).Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$241, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 23x in the Software industry in Asia. Total returns to shareholders of 114% over the past three years.お知らせ • Mar 06Insyde Software Corp., Annual General Meeting, May 27, 2026Insyde Software Corp., Annual General Meeting, May 27, 2026. Location: 1 floor no,350, sung chiang rd., taipei city TaiwanReported Earnings • Mar 06Full year 2025 earnings released: EPS: NT$6.66 (vs NT$7.37 in FY 2024)Full year 2025 results: EPS: NT$6.66 (down from NT$7.37 in FY 2024). Revenue: NT$1.69b (up 4.6% from FY 2024). Net income: NT$303.8m (down 9.7% from FY 2024). Profit margin: 18% (down from 21% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$1.04 (vs NT$1.84 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.04 (down from NT$1.84 in 2Q 2024). Revenue: NT$404.3m (flat on 2Q 2024). Net income: NT$47.6m (down 44% from 2Q 2024). Profit margin: 12% (down from 21% in 2Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 15Upcoming dividend of NT$6.50 per shareEligible shareholders must have bought the stock before 22 July 2025. Payment date: 14 August 2025. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (3.0%).Declared Dividend • May 25Dividend of NT$6.50 announcedShareholders will receive a dividend of NT$6.50. Ex-date: 22nd July 2025 Payment date: 14th August 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (31% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 35% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 24Insyde Software Corp. Approves Appointment of Independent DirectorsInsyde Software Corp. at the AGM held on May 23, 2025, the shareholders approved Chen Fu Wei, Shao Chien Hua, and Lu I Yen as Independent Directors.Reported Earnings • May 07First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$1.70 (up from NT$1.58 in 1Q 2024). Revenue: NT$407.0m (up 9.7% from 1Q 2024). Net income: NT$77.7m (up 7.9% from 1Q 2024). Profit margin: 19% (in line with 1Q 2024). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 8.3%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Software industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 29Insyde Software Corp. to Report Q1, 2025 Results on May 06, 2025Insyde Software Corp. announced that they will report Q1, 2025 results on May 06, 2025Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$273, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 28x in the Software industry in Asia. Total returns to shareholders of 298% over the past three years.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$237, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 27x in the Software industry in Asia. Total returns to shareholders of 197% over the past three years.New Risk • Mar 17New 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 7.8% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$331, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 33x in the Software industry in Asia. Total returns to shareholders of 313% over the past three years.お知らせ • Mar 04Insyde Software Corp., Annual General Meeting, May 23, 2025Insyde Software Corp., Annual General Meeting, May 23, 2025, at 09:00 Taipei Standard Time. Location: 1 floor no,350, sung chiang rd., taipei city TaiwanReported Earnings • Mar 03Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: NT$7.37 (up from NT$4.05 in FY 2023). Revenue: NT$1.61b (up 20% from FY 2023). Net income: NT$336.5m (up 82% from FY 2023). Profit margin: 21% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 28Insyde Software Corp. Announces Change of Internal Audit OfficeInsyde Software Corp. announced Change of internal audit officer. Name, title, and resume of the previous position holder: CHEN, YI-TSEN; Sr. Administrator. Name, title, and resume of the new position holder: YE FAN NING; Advanced Administrator. Reason for the change: position adjustment. Effective date: February 27, 2025.お知らせ • Feb 20Insyde Software Corp. to Report Fiscal Year 2024 Results on Feb 27, 2025Insyde Software Corp. announced that they will report fiscal year 2024 results on Feb 27, 2025New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. 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 (6.1% average weekly change).Reported Earnings • Nov 09Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: NT$1.94 (up from NT$1.50 in 3Q 2023). Revenue: NT$413.4m (up 16% from 3Q 2023). Net income: NT$88.5m (up 29% from 3Q 2023). Profit margin: 21% (up from 19% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 5.8%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 95% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 31Insyde Software Corp. to Report Q3, 2024 Results on Nov 06, 2024Insyde Software Corp. announced that they will report Q3, 2024 results on Nov 06, 2024Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$2.21 (vs NT$0.61 in 2Q 2023)Second quarter 2024 results: EPS: NT$2.21 (up from NT$0.61 in 2Q 2023). Revenue: NT$402.7m (up 28% from 2Q 2023). Net income: NT$84.2m (up 200% from 2Q 2023). Profit margin: 21% (up from 8.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 99% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$322, the stock trades at a trailing P/E ratio of 64.9x. Average trailing P/E is 22x in the Software industry in Taiwan. Total returns to shareholders of 415% over the past three years.お知らせ • Aug 02Insyde Software Corp. to Report Q2, 2024 Results on Aug 08, 2024Insyde Software Corp. announced that they will report Q2, 2024 results on Aug 08, 2024Upcoming Dividend • Jul 04Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 11 July 2024. Payment date: 08 August 2024. Payout ratio is a comfortable 42% but the company is paying out more than the cash it is generating. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (2.0%).Declared Dividend • Jun 19Dividend reduced to NT$2.50Dividend of NT$2.50 is 60% lower than last year. Ex-date: 11th July 2024 Payment date: 8th August 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (129% earnings payout ratio) nor is it covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 9.7% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 43% to bring the payout ratio under control, which is more than the 25% EPS growth achieved over the last 5 years.New Risk • Jun 13New 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 8.7% 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 • May 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$305, the stock trades at a trailing P/E ratio of 51.2x. Average trailing P/E is 26x in the Software industry in Taiwan. Total returns to shareholders of 371% over the past three years.Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$1.89 (vs NT$0.80 in 1Q 2023)First quarter 2024 results: EPS: NT$1.89 (up from NT$0.80 in 1Q 2023). Revenue: NT$370.9m (up 23% from 1Q 2023). Net income: NT$72.0m (up 136% from 1Q 2023). Profit margin: 19% (up from 10% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 02Insyde Software Corp. to Report Q1, 2024 Results on May 08, 2024Insyde Software Corp. announced that they will report Q1, 2024 results at 9:00 AM, Taipei Standard Time on May 08, 2024Reported Earnings • Mar 06Full year 2023 earnings released: EPS: NT$4.86 (vs NT$7.46 in FY 2022)Full year 2023 results: EPS: NT$4.86 (down from NT$7.46 in FY 2022). Revenue: NT$1.34b (down 4.6% from FY 2022). Net income: NT$184.9m (down 35% from FY 2022). Profit margin: 14% (down from 20% in FY 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 01Insyde Software Corp., Annual General Meeting, May 21, 2024Insyde Software Corp., Annual General Meeting, May 21, 2024. Location: Exporters Association Of Taipei 1F, 350,Sung Chiang Road, 129, Heping East Road Section 1 Taipei Taiwan Agenda: To consider 2023 Business report; to consider 2023 Audit Committee's review report; to consider 2023 Employee and Directors and Supervisors' remunerations Report; to consider report on the Distribution of Cash Dividend for the Year 2023; to consider 2023 financial statements and business report; to consider the proposal for distribution of 2023 profits; to consider Company's 2023 capitalization of profits to issue new stock shares; and to consider other matters.Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$312, the stock trades at a trailing P/E ratio of 63.7x. Average trailing P/E is 29x in the Software industry in Taiwan. Total returns to shareholders of 305% over the past three years.Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$257, the stock trades at a trailing P/E ratio of 52.4x. Average trailing P/E is 31x in the Software industry in Taiwan. Total returns to shareholders of 211% over the past three years.New Risk • Nov 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 14% Last year net profit margin: 22% 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: Major Risks Share price has been highly volatile over the past 3 months (7.8% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 129% Cash payout ratio: 113% Minor Risk Profit margins are more than 30% lower than last year (14% net profit margin).Valuation Update With 7 Day Price Move • Oct 31Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$150, the stock trades at a trailing P/E ratio of 28.9x. Average trailing P/E is 24x in the Software industry in Taiwan. Total returns to shareholders of 99% over the past three years.Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$158, the stock trades at a trailing P/E ratio of 30.4x. Average trailing P/E is 25x in the Software industry in Taiwan. Total returns to shareholders of 84% over the past three years.Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: NT$0.74 (vs NT$1.88 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.74 (down from NT$1.88 in 2Q 2022). Revenue: NT$314.0m (down 8.8% from 2Q 2022). Net income: NT$28.1m (down 61% from 2Q 2022). Profit margin: 8.9% (down from 21% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 11Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$127, the stock trades at a trailing P/E ratio of 20x. Average trailing P/E is 22x in the Software industry in Taiwan. Total returns to shareholders of 30% over the past three years.Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$131, the stock trades at a trailing P/E ratio of 20.6x. Average trailing P/E is 26x in the Software industry in Taiwan. Total returns to shareholders of 40% over the past three years.Upcoming Dividend • Jul 05Upcoming dividend of NT$6.30 per share at 5.3% yieldEligible shareholders must have bought the stock before 12 July 2023. Payment date: 04 August 2023. Payout ratio and cash payout ratio are on the higher end at 100% and 88% respectively. Trailing yield: 5.3%. Lower than top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (2.4%).Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$148, the stock trades at a trailing P/E ratio of 19.8x. Average trailing P/E is 19x in the Software industry in Taiwan. Total returns to shareholders of 292% over the past three years.Reported Earnings • Mar 08Full year 2022 earnings released: EPS: NT$7.46 (vs NT$5.94 in FY 2021)Full year 2022 results: EPS: NT$7.46 (up from NT$5.94 in FY 2021). Revenue: NT$1.41b (up 8.2% from FY 2021). Net income: NT$283.7m (up 26% from FY 2021). Profit margin: 20% (up from 17% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$122, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 18x in the Software industry in Taiwan. Total returns to shareholders of 142% over the past three years.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$108, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 14x in the Software industry in Taiwan. Total returns to shareholders of 99% over the past three years.Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$87.10, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 14x in the Software industry in Taiwan. Total returns to shareholders of 51% over the past three years.Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Ling Shu Su was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$1.88 (vs NT$1.03 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.88 (up from NT$1.03 in 2Q 2021). Revenue: NT$344.4m (up 13% from 2Q 2021). Net income: NT$71.6m (up 82% from 2Q 2021). Profit margin: 21% (up from 13% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 05Upcoming dividend of NT$5.20 per shareEligible shareholders must have bought the stock before 12 July 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 7.5%. Within top quartile of Taiwanese dividend payers (6.7%). Higher than average of industry peers (3.1%).Board Change • Jun 22Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Ling Shu Su was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Jun 15+ 4 more updatesInsyde Software Corp. Announces Dividend Distribution for the Year 2021, Payable on August 05, 2022Insyde Software Corp. announced that dividend distribution of TWD 5.20 per share in cash, total TWD 197,826,138 for the year 2021. Ex-rights (Ex-dividend) date is July 12, 2022. Last date before book closure is July 13, 2022. Payment date of cash dividend distribution is August 05, 2022. Ex-rights (Ex-dividend) record date is July 18, 2022.Reported Earnings • May 09First quarter 2022 earnings released: EPS: NT$1.93 (vs NT$0.74 in 1Q 2021)First quarter 2022 results: EPS: NT$1.93 (up from NT$0.74 in 1Q 2021). Revenue: NT$357.0m (up 33% from 1Q 2021). Net income: NT$73.5m (up 161% from 1Q 2021). Profit margin: 21% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$109, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 17x in the Software industry in Taiwan. Total returns to shareholders of 154% over the past three years.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$112, the stock trades at a trailing P/E ratio of 18.9x. Average trailing P/E is 18x in the Software industry in Taiwan. Total returns to shareholders of 188% over the past three years.お知らせ • Feb 22Insyde Software Corp., Annual General Meeting, Jun 14, 2022Insyde Software Corp., Annual General Meeting, Jun 14, 2022. Location: 1F, 350,Sung Chiang Road Taipei Taiwan Agenda: To discuss fiscal year 2021 business report; to discuss audit Committee's review report; to discuss 2021 Employee and Directors and Supervisors' remunerations Report; to discuss Domestic Private Placement of Covertibles Bonds Report; to discuss the proposal for distribution of 2021 profits; to discuss proposal to issue corporate bonds through a private placement; to discuss proposal to amendment to the Copmany Corporate Charter; to discuss proposal to amendment to the Rules of Procedure for Shareholders Meetings; and to discuss proposal to amendment to the Rules of the Operational Procedures for Acquisition and Disposal of Assets.Buying Opportunity • Jan 25Now 21% undervaluedOver the last 90 days, the stock is up 1.6%. The fair value is estimated to be NT$102, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% per annum over the last 3 years. Earnings per share has grown by 33% per annum over the last 3 years.Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$1.58 (vs NT$1.46 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: NT$343.7m (up 13% from 3Q 2020). Net income: NT$60.3m (up 8.4% from 3Q 2020). Profit margin: 18% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 36% per year.Valuation Update With 7 Day Price Move • Aug 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$71.50, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 18x in the Software industry in Taiwan. Total returns to shareholders of 101% over the past three years.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$1.03 (vs NT$1.59 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$306.2m (down 2.6% from 2Q 2020). Net income: NT$39.2m (down 35% from 2Q 2020). Profit margin: 13% (down from 19% in 2Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 33% per year.Upcoming Dividend • Aug 02Upcoming dividend of NT$3.50 per shareEligible shareholders must have bought the stock before 09 August 2021. Payment date: 26 August 2021. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (5.0%). In line with average of industry peers (3.4%).Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$68.00, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 16x in the Software industry in Taiwan. Total returns to shareholders of 85% over the past three years.Reported Earnings • May 09First quarter 2021 earnings released: EPS NT$0.74 (vs NT$0.44 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$268.3m (up 7.9% from 1Q 2020). Net income: NT$28.1m (up 70% from 1Q 2020). Profit margin: 11% (up from 6.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 29Returns on Capital Paint A Bright Future For Insyde Software (GTSM:6231)There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...分析記事 • Mar 17Did You Participate In Any Of Insyde Software's (GTSM:6231) Incredible 346% Return?Buying shares in the best businesses can build meaningful wealth for you and your family. And we've seen some truly...Reported Earnings • Feb 27Full year 2020 earnings released: EPS NT$4.05 (vs NT$2.32 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$1.13b (up 18% from FY 2019). Net income: NT$154.1m (up 75% from FY 2019). Profit margin: 14% (up from 9.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 26Insyde Software Corp., Annual General Meeting, May 28, 2021Insyde Software Corp., Annual General Meeting, May 28, 2021. Location: Exporters Association Of Taipei 1F, 350,Sung Chiang Road Taipei Taiwan Agenda: To discuss fiscal year 2020 business report; to review audit committee's report; to amend the rules of procedure for board of directors’ meetings report; to discuss fiscal year 2020 financial statements and business report; and to discuss other matters.分析記事 • Feb 16What To Know Before Buying Insyde Software Corp. (GTSM:6231) For Its DividendToday we'll take a closer look at Insyde Software Corp. ( GTSM:6231 ) from a dividend investor's perspective. Owning a...分析記事 • Jan 26Insyde Software (GTSM:6231) Is Very Good At Capital AllocationFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Jan 06Are Strong Financial Prospects The Force That Is Driving The Momentum In Insyde Software Corp.'s GTSM:6231) Stock?Most readers would already be aware that Insyde Software's (GTSM:6231) stock increased significantly by 27% over the...Valuation Update With 7 Day Price Move • Jan 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$110, the stock is trading at a trailing P/E ratio of 26.2x, up from the previous P/E ratio of 22.7x. This compares to an average P/E of 16x in the Software industry in Taiwan. Total returns to shareholders over the past three years are 142%.Is New 90 Day High Low • Dec 21New 90-day high: NT$102The company is up 7.0% from its price of NT$95.00 on 23 September 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 3.0% over the same period.お知らせ • Dec 19Insyde® Software Launches Predictive Memory Failure Software SolutionInsyde® Software announced a solution for data centers and CSPs (Cloud Service Providers) using Artificial Intelligence to predict memory failures on server platforms, then alerting IT administrators to act to reduce system downtime. By comparing immense amounts of error detection and correction data from multiple cloud service providers, Intel’s MFP technology uses AI to create a database of predictive patterns for system memory. This database is then leveraged by Supervyse Memory/FP to assign a health score to each memory DIMM and identify future failures in real-time. Supervyse Memory/FP is available as a value-added module to the company’s Supervyse BMC firmware. In addition, InsydeH2O UEFI firmware has been optimized to provide memory error logs necessary for the successful scoring and health ranking of DDR3 and DDR4 memory modules.Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$101, the stock is trading at a trailing P/E ratio of 24x, up from the previous P/E ratio of 19.8x. This compares to an average P/E of 15x in the Software industry in Taiwan. Total returns to shareholders over the past three years are 124%.分析記事 • Dec 14Shareholders of Insyde Software (GTSM:6231) Must Be Delighted With Their 302% Total ReturnThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on the bright side, you...Is New 90 Day High Low • Dec 05New 90-day low: NT$85.30The company is down 20% from its price of NT$107 on 04 September 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 3.0% over the same period.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS NT$1.46The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$305.2m (up 24% from 3Q 2019). Net income: NT$55.6m (up 115% from 3Q 2019). Profit margin: 18% (up from 11% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Sep 25New 90-day low: NT$87.20The company is down 6.0% from its price of NT$93.00 on 24 June 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Software industry, which is also down 6.0% over the same period.決済の安定と成長配当データの取得安定した配当: 6231の配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 6231の配当金は過去10年間にわたって増加しています。配当利回り対市場Insyde Software 配当利回り対市場6231 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 (6231)2.1%市場下位25% (TW)1.4%市場トップ25% (TW)5.0%業界平均 (Software)2.9%アナリスト予想 (6231) (最長3年)2.1%注目すべき配当: 6231の配当金 ( 2.09% ) はTW市場の配当金支払者の下位 25% ( 1.45% ) よりも高くなっています。高配当: 6231の配当金 ( 2.09% ) はTW市場の配当金支払者の上位 25% ( 4.96% ) 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: 6231は高い 配当性向 ( 98.4% ) のため、配当金の支払いは利益によって十分にカバーされていません。株主配当金キャッシュフローカバレッジ: 6231は高い 現金配当性向 ( 231% ) のため、配当金の支払いはキャッシュフローで十分にカバーされていません。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2026/05/12 14:25終値2026/05/12 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Insyde Software Corp. 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。3 アナリスト機関Helen ChienDaiwa Securities Co. Ltd.Rick HsuDaiwa Securities Co. Ltd.Matt MaJefferies LLC
Upcoming Dividend • Jul 15Upcoming dividend of NT$6.50 per shareEligible shareholders must have bought the stock before 22 July 2025. Payment date: 14 August 2025. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (3.0%).
Declared Dividend • May 25Dividend of NT$6.50 announcedShareholders will receive a dividend of NT$6.50. Ex-date: 22nd July 2025 Payment date: 14th August 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (31% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 35% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jul 04Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 11 July 2024. Payment date: 08 August 2024. Payout ratio is a comfortable 42% but the company is paying out more than the cash it is generating. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (2.0%).
Declared Dividend • Jun 19Dividend reduced to NT$2.50Dividend of NT$2.50 is 60% lower than last year. Ex-date: 11th July 2024 Payment date: 8th August 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (129% earnings payout ratio) nor is it covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 9.7% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 43% to bring the payout ratio under control, which is more than the 25% EPS growth achieved over the last 5 years.
Upcoming Dividend • Jul 05Upcoming dividend of NT$6.30 per share at 5.3% yieldEligible shareholders must have bought the stock before 12 July 2023. Payment date: 04 August 2023. Payout ratio and cash payout ratio are on the higher end at 100% and 88% respectively. Trailing yield: 5.3%. Lower than top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (2.4%).
Upcoming Dividend • Jul 05Upcoming dividend of NT$5.20 per shareEligible shareholders must have bought the stock before 12 July 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 7.5%. Within top quartile of Taiwanese dividend payers (6.7%). Higher than average of industry peers (3.1%).
Reported Earnings • 7hFirst quarter 2026 earnings released: EPS: NT$1.00 (vs NT$1.70 in 1Q 2025)First quarter 2026 results: EPS: NT$1.00 (down from NT$1.70 in 1Q 2025). Revenue: NT$438.8m (up 7.8% from 1Q 2025). Net income: NT$77.6m (flat on 1Q 2025). Profit margin: 18% (down from 19% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$317, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 25x in the Software industry in Asia. Total returns to shareholders of 237% over the past three years.
New Risk • Apr 20New 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 8.7% 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: Minor Risks Dividend is not well covered by earnings (98% payout ratio). Share price has been volatile over the past 3 months (8.7% average weekly change).
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$241, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 23x in the Software industry in Asia. Total returns to shareholders of 114% over the past three years.
お知らせ • Mar 06Insyde Software Corp., Annual General Meeting, May 27, 2026Insyde Software Corp., Annual General Meeting, May 27, 2026. Location: 1 floor no,350, sung chiang rd., taipei city Taiwan
Reported Earnings • Mar 06Full year 2025 earnings released: EPS: NT$6.66 (vs NT$7.37 in FY 2024)Full year 2025 results: EPS: NT$6.66 (down from NT$7.37 in FY 2024). Revenue: NT$1.69b (up 4.6% from FY 2024). Net income: NT$303.8m (down 9.7% from FY 2024). Profit margin: 18% (down from 21% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$1.04 (vs NT$1.84 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.04 (down from NT$1.84 in 2Q 2024). Revenue: NT$404.3m (flat on 2Q 2024). Net income: NT$47.6m (down 44% from 2Q 2024). Profit margin: 12% (down from 21% in 2Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 15Upcoming dividend of NT$6.50 per shareEligible shareholders must have bought the stock before 22 July 2025. Payment date: 14 August 2025. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (3.0%).
Declared Dividend • May 25Dividend of NT$6.50 announcedShareholders will receive a dividend of NT$6.50. Ex-date: 22nd July 2025 Payment date: 14th August 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (31% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 35% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 24Insyde Software Corp. Approves Appointment of Independent DirectorsInsyde Software Corp. at the AGM held on May 23, 2025, the shareholders approved Chen Fu Wei, Shao Chien Hua, and Lu I Yen as Independent Directors.
Reported Earnings • May 07First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$1.70 (up from NT$1.58 in 1Q 2024). Revenue: NT$407.0m (up 9.7% from 1Q 2024). Net income: NT$77.7m (up 7.9% from 1Q 2024). Profit margin: 19% (in line with 1Q 2024). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 8.3%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Software industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 29Insyde Software Corp. to Report Q1, 2025 Results on May 06, 2025Insyde Software Corp. announced that they will report Q1, 2025 results on May 06, 2025
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$273, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 28x in the Software industry in Asia. Total returns to shareholders of 298% over the past three years.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$237, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 27x in the Software industry in Asia. Total returns to shareholders of 197% over the past three years.
New Risk • Mar 17New 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 7.8% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$331, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 33x in the Software industry in Asia. Total returns to shareholders of 313% over the past three years.
お知らせ • Mar 04Insyde Software Corp., Annual General Meeting, May 23, 2025Insyde Software Corp., Annual General Meeting, May 23, 2025, at 09:00 Taipei Standard Time. Location: 1 floor no,350, sung chiang rd., taipei city Taiwan
Reported Earnings • Mar 03Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: NT$7.37 (up from NT$4.05 in FY 2023). Revenue: NT$1.61b (up 20% from FY 2023). Net income: NT$336.5m (up 82% from FY 2023). Profit margin: 21% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 28Insyde Software Corp. Announces Change of Internal Audit OfficeInsyde Software Corp. announced Change of internal audit officer. Name, title, and resume of the previous position holder: CHEN, YI-TSEN; Sr. Administrator. Name, title, and resume of the new position holder: YE FAN NING; Advanced Administrator. Reason for the change: position adjustment. Effective date: February 27, 2025.
お知らせ • Feb 20Insyde Software Corp. to Report Fiscal Year 2024 Results on Feb 27, 2025Insyde Software Corp. announced that they will report fiscal year 2024 results on Feb 27, 2025
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. 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 (6.1% average weekly change).
Reported Earnings • Nov 09Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: NT$1.94 (up from NT$1.50 in 3Q 2023). Revenue: NT$413.4m (up 16% from 3Q 2023). Net income: NT$88.5m (up 29% from 3Q 2023). Profit margin: 21% (up from 19% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 5.8%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 95% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 31Insyde Software Corp. to Report Q3, 2024 Results on Nov 06, 2024Insyde Software Corp. announced that they will report Q3, 2024 results on Nov 06, 2024
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$2.21 (vs NT$0.61 in 2Q 2023)Second quarter 2024 results: EPS: NT$2.21 (up from NT$0.61 in 2Q 2023). Revenue: NT$402.7m (up 28% from 2Q 2023). Net income: NT$84.2m (up 200% from 2Q 2023). Profit margin: 21% (up from 8.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 99% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$322, the stock trades at a trailing P/E ratio of 64.9x. Average trailing P/E is 22x in the Software industry in Taiwan. Total returns to shareholders of 415% over the past three years.
お知らせ • Aug 02Insyde Software Corp. to Report Q2, 2024 Results on Aug 08, 2024Insyde Software Corp. announced that they will report Q2, 2024 results on Aug 08, 2024
Upcoming Dividend • Jul 04Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 11 July 2024. Payment date: 08 August 2024. Payout ratio is a comfortable 42% but the company is paying out more than the cash it is generating. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (2.0%).
Declared Dividend • Jun 19Dividend reduced to NT$2.50Dividend of NT$2.50 is 60% lower than last year. Ex-date: 11th July 2024 Payment date: 8th August 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (129% earnings payout ratio) nor is it covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 9.7% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 43% to bring the payout ratio under control, which is more than the 25% EPS growth achieved over the last 5 years.
New Risk • Jun 13New 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 8.7% 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 • May 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$305, the stock trades at a trailing P/E ratio of 51.2x. Average trailing P/E is 26x in the Software industry in Taiwan. Total returns to shareholders of 371% over the past three years.
Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$1.89 (vs NT$0.80 in 1Q 2023)First quarter 2024 results: EPS: NT$1.89 (up from NT$0.80 in 1Q 2023). Revenue: NT$370.9m (up 23% from 1Q 2023). Net income: NT$72.0m (up 136% from 1Q 2023). Profit margin: 19% (up from 10% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 02Insyde Software Corp. to Report Q1, 2024 Results on May 08, 2024Insyde Software Corp. announced that they will report Q1, 2024 results at 9:00 AM, Taipei Standard Time on May 08, 2024
Reported Earnings • Mar 06Full year 2023 earnings released: EPS: NT$4.86 (vs NT$7.46 in FY 2022)Full year 2023 results: EPS: NT$4.86 (down from NT$7.46 in FY 2022). Revenue: NT$1.34b (down 4.6% from FY 2022). Net income: NT$184.9m (down 35% from FY 2022). Profit margin: 14% (down from 20% in FY 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 01Insyde Software Corp., Annual General Meeting, May 21, 2024Insyde Software Corp., Annual General Meeting, May 21, 2024. Location: Exporters Association Of Taipei 1F, 350,Sung Chiang Road, 129, Heping East Road Section 1 Taipei Taiwan Agenda: To consider 2023 Business report; to consider 2023 Audit Committee's review report; to consider 2023 Employee and Directors and Supervisors' remunerations Report; to consider report on the Distribution of Cash Dividend for the Year 2023; to consider 2023 financial statements and business report; to consider the proposal for distribution of 2023 profits; to consider Company's 2023 capitalization of profits to issue new stock shares; and to consider other matters.
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$312, the stock trades at a trailing P/E ratio of 63.7x. Average trailing P/E is 29x in the Software industry in Taiwan. Total returns to shareholders of 305% over the past three years.
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$257, the stock trades at a trailing P/E ratio of 52.4x. Average trailing P/E is 31x in the Software industry in Taiwan. Total returns to shareholders of 211% over the past three years.
New Risk • Nov 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 14% Last year net profit margin: 22% 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: Major Risks Share price has been highly volatile over the past 3 months (7.8% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 129% Cash payout ratio: 113% Minor Risk Profit margins are more than 30% lower than last year (14% net profit margin).
Valuation Update With 7 Day Price Move • Oct 31Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$150, the stock trades at a trailing P/E ratio of 28.9x. Average trailing P/E is 24x in the Software industry in Taiwan. Total returns to shareholders of 99% over the past three years.
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$158, the stock trades at a trailing P/E ratio of 30.4x. Average trailing P/E is 25x in the Software industry in Taiwan. Total returns to shareholders of 84% over the past three years.
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: NT$0.74 (vs NT$1.88 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.74 (down from NT$1.88 in 2Q 2022). Revenue: NT$314.0m (down 8.8% from 2Q 2022). Net income: NT$28.1m (down 61% from 2Q 2022). Profit margin: 8.9% (down from 21% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$127, the stock trades at a trailing P/E ratio of 20x. Average trailing P/E is 22x in the Software industry in Taiwan. Total returns to shareholders of 30% over the past three years.
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$131, the stock trades at a trailing P/E ratio of 20.6x. Average trailing P/E is 26x in the Software industry in Taiwan. Total returns to shareholders of 40% over the past three years.
Upcoming Dividend • Jul 05Upcoming dividend of NT$6.30 per share at 5.3% yieldEligible shareholders must have bought the stock before 12 July 2023. Payment date: 04 August 2023. Payout ratio and cash payout ratio are on the higher end at 100% and 88% respectively. Trailing yield: 5.3%. Lower than top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (2.4%).
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$148, the stock trades at a trailing P/E ratio of 19.8x. Average trailing P/E is 19x in the Software industry in Taiwan. Total returns to shareholders of 292% over the past three years.
Reported Earnings • Mar 08Full year 2022 earnings released: EPS: NT$7.46 (vs NT$5.94 in FY 2021)Full year 2022 results: EPS: NT$7.46 (up from NT$5.94 in FY 2021). Revenue: NT$1.41b (up 8.2% from FY 2021). Net income: NT$283.7m (up 26% from FY 2021). Profit margin: 20% (up from 17% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$122, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 18x in the Software industry in Taiwan. Total returns to shareholders of 142% over the past three years.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$108, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 14x in the Software industry in Taiwan. Total returns to shareholders of 99% over the past three years.
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$87.10, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 14x in the Software industry in Taiwan. Total returns to shareholders of 51% over the past three years.
Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Ling Shu Su was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$1.88 (vs NT$1.03 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.88 (up from NT$1.03 in 2Q 2021). Revenue: NT$344.4m (up 13% from 2Q 2021). Net income: NT$71.6m (up 82% from 2Q 2021). Profit margin: 21% (up from 13% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 05Upcoming dividend of NT$5.20 per shareEligible shareholders must have bought the stock before 12 July 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 7.5%. Within top quartile of Taiwanese dividend payers (6.7%). Higher than average of industry peers (3.1%).
Board Change • Jun 22Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Ling Shu Su was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Jun 15+ 4 more updatesInsyde Software Corp. Announces Dividend Distribution for the Year 2021, Payable on August 05, 2022Insyde Software Corp. announced that dividend distribution of TWD 5.20 per share in cash, total TWD 197,826,138 for the year 2021. Ex-rights (Ex-dividend) date is July 12, 2022. Last date before book closure is July 13, 2022. Payment date of cash dividend distribution is August 05, 2022. Ex-rights (Ex-dividend) record date is July 18, 2022.
Reported Earnings • May 09First quarter 2022 earnings released: EPS: NT$1.93 (vs NT$0.74 in 1Q 2021)First quarter 2022 results: EPS: NT$1.93 (up from NT$0.74 in 1Q 2021). Revenue: NT$357.0m (up 33% from 1Q 2021). Net income: NT$73.5m (up 161% from 1Q 2021). Profit margin: 21% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$109, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 17x in the Software industry in Taiwan. Total returns to shareholders of 154% over the past three years.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$112, the stock trades at a trailing P/E ratio of 18.9x. Average trailing P/E is 18x in the Software industry in Taiwan. Total returns to shareholders of 188% over the past three years.
お知らせ • Feb 22Insyde Software Corp., Annual General Meeting, Jun 14, 2022Insyde Software Corp., Annual General Meeting, Jun 14, 2022. Location: 1F, 350,Sung Chiang Road Taipei Taiwan Agenda: To discuss fiscal year 2021 business report; to discuss audit Committee's review report; to discuss 2021 Employee and Directors and Supervisors' remunerations Report; to discuss Domestic Private Placement of Covertibles Bonds Report; to discuss the proposal for distribution of 2021 profits; to discuss proposal to issue corporate bonds through a private placement; to discuss proposal to amendment to the Copmany Corporate Charter; to discuss proposal to amendment to the Rules of Procedure for Shareholders Meetings; and to discuss proposal to amendment to the Rules of the Operational Procedures for Acquisition and Disposal of Assets.
Buying Opportunity • Jan 25Now 21% undervaluedOver the last 90 days, the stock is up 1.6%. The fair value is estimated to be NT$102, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% per annum over the last 3 years. Earnings per share has grown by 33% per annum over the last 3 years.
Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$1.58 (vs NT$1.46 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: NT$343.7m (up 13% from 3Q 2020). Net income: NT$60.3m (up 8.4% from 3Q 2020). Profit margin: 18% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 36% per year.
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$71.50, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 18x in the Software industry in Taiwan. Total returns to shareholders of 101% over the past three years.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$1.03 (vs NT$1.59 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$306.2m (down 2.6% from 2Q 2020). Net income: NT$39.2m (down 35% from 2Q 2020). Profit margin: 13% (down from 19% in 2Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 33% per year.
Upcoming Dividend • Aug 02Upcoming dividend of NT$3.50 per shareEligible shareholders must have bought the stock before 09 August 2021. Payment date: 26 August 2021. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (5.0%). In line with average of industry peers (3.4%).
Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$68.00, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 16x in the Software industry in Taiwan. Total returns to shareholders of 85% over the past three years.
Reported Earnings • May 09First quarter 2021 earnings released: EPS NT$0.74 (vs NT$0.44 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$268.3m (up 7.9% from 1Q 2020). Net income: NT$28.1m (up 70% from 1Q 2020). Profit margin: 11% (up from 6.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 29Returns on Capital Paint A Bright Future For Insyde Software (GTSM:6231)There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
分析記事 • Mar 17Did You Participate In Any Of Insyde Software's (GTSM:6231) Incredible 346% Return?Buying shares in the best businesses can build meaningful wealth for you and your family. And we've seen some truly...
Reported Earnings • Feb 27Full year 2020 earnings released: EPS NT$4.05 (vs NT$2.32 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$1.13b (up 18% from FY 2019). Net income: NT$154.1m (up 75% from FY 2019). Profit margin: 14% (up from 9.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 26Insyde Software Corp., Annual General Meeting, May 28, 2021Insyde Software Corp., Annual General Meeting, May 28, 2021. Location: Exporters Association Of Taipei 1F, 350,Sung Chiang Road Taipei Taiwan Agenda: To discuss fiscal year 2020 business report; to review audit committee's report; to amend the rules of procedure for board of directors’ meetings report; to discuss fiscal year 2020 financial statements and business report; and to discuss other matters.
分析記事 • Feb 16What To Know Before Buying Insyde Software Corp. (GTSM:6231) For Its DividendToday we'll take a closer look at Insyde Software Corp. ( GTSM:6231 ) from a dividend investor's perspective. Owning a...
分析記事 • Jan 26Insyde Software (GTSM:6231) Is Very Good At Capital AllocationFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Jan 06Are Strong Financial Prospects The Force That Is Driving The Momentum In Insyde Software Corp.'s GTSM:6231) Stock?Most readers would already be aware that Insyde Software's (GTSM:6231) stock increased significantly by 27% over the...
Valuation Update With 7 Day Price Move • Jan 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$110, the stock is trading at a trailing P/E ratio of 26.2x, up from the previous P/E ratio of 22.7x. This compares to an average P/E of 16x in the Software industry in Taiwan. Total returns to shareholders over the past three years are 142%.
Is New 90 Day High Low • Dec 21New 90-day high: NT$102The company is up 7.0% from its price of NT$95.00 on 23 September 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 3.0% over the same period.
お知らせ • Dec 19Insyde® Software Launches Predictive Memory Failure Software SolutionInsyde® Software announced a solution for data centers and CSPs (Cloud Service Providers) using Artificial Intelligence to predict memory failures on server platforms, then alerting IT administrators to act to reduce system downtime. By comparing immense amounts of error detection and correction data from multiple cloud service providers, Intel’s MFP technology uses AI to create a database of predictive patterns for system memory. This database is then leveraged by Supervyse Memory/FP to assign a health score to each memory DIMM and identify future failures in real-time. Supervyse Memory/FP is available as a value-added module to the company’s Supervyse BMC firmware. In addition, InsydeH2O UEFI firmware has been optimized to provide memory error logs necessary for the successful scoring and health ranking of DDR3 and DDR4 memory modules.
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$101, the stock is trading at a trailing P/E ratio of 24x, up from the previous P/E ratio of 19.8x. This compares to an average P/E of 15x in the Software industry in Taiwan. Total returns to shareholders over the past three years are 124%.
分析記事 • Dec 14Shareholders of Insyde Software (GTSM:6231) Must Be Delighted With Their 302% Total ReturnThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on the bright side, you...
Is New 90 Day High Low • Dec 05New 90-day low: NT$85.30The company is down 20% from its price of NT$107 on 04 September 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 3.0% over the same period.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS NT$1.46The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$305.2m (up 24% from 3Q 2019). Net income: NT$55.6m (up 115% from 3Q 2019). Profit margin: 18% (up from 11% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Sep 25New 90-day low: NT$87.20The company is down 6.0% from its price of NT$93.00 on 24 June 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Software industry, which is also down 6.0% over the same period.