Interactive Digital Technologies(6486)株式概要Interactive Digital Technologies Inc.は、台湾で電気通信、メディア、情報技術(IT)、クラウド、地理情報システム関連の専門的なコンサルティングと導入サービスを提供している。 詳細6486 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績1/6財務の健全性6/6配当金4/6報酬株価収益率( 14.8 x) TW市場( 21.4 x)を下回っています。リスク分析7.63%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 高いレベルの非現金収入 すべてのリスクチェックを見る6486 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW486,260 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA486,260 investors already sharing narrativesYour Fair ValueNT$Current PriceNT$78.601.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture04b2016201920222025202620282031Revenue NT$4.1bEarnings NT$405.2mAdvancedSet Fair ValueView all narrativesInteractive Digital Technologies Inc. 競合他社Syscom Computer EngineeringSymbol: TWSE:2453Market cap: NT$5.2bInternational Integrated SystemsSymbol: TWSE:6614Market cap: NT$3.1bCTCI Advanced SystemsSymbol: TPEX:5209Market cap: NT$4.3bUniforce TechnologySymbol: TPEX:7714Market cap: NT$3.7b価格と性能株価の高値、安値、推移の概要Interactive Digital Technologies過去の株価現在の株価NT$78.6052週高値NT$90.8052週安値NT$70.00ベータ0.161ヶ月の変化-2.96%3ヶ月変化-8.82%1年変化8.26%3年間の変化6.36%5年間の変化-0.63%IPOからの変化-2.06%最新ニュースUpcoming Dividend • Jul 10Upcoming dividend of NT$6.00 per shareEligible shareholders must have bought the stock before 15 July 2026. Payment date: 07 August 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 7.2%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (4.3%).Declared Dividend • Jun 26Dividend increased to NT$6.00Dividend of NT$6.00 is 2.2% higher than last year. Ex-date: 15th July 2026 Payment date: 7th August 2026 Dividend yield will be 7.4%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is not covered by earnings (113% 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 increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 25% to bring the payout ratio under control. However, EPS has declined by 3.4% over the last 5 years so the company would need to reverse this trend.Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: NT$0.59 (vs NT$1.05 in 1Q 2025)First quarter 2026 results: EPS: NT$0.59 (down from NT$1.05 in 1Q 2025). Revenue: NT$464.6m (up 12% from 1Q 2025). Net income: NT$30.1m (down 43% from 1Q 2025). Profit margin: 6.5% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Apr 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 6.3% to NT$88.90. The fair value is estimated to be NT$73.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years, while earnings per share has been flat.Buy Or Sell Opportunity • Mar 27Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 2.0% to NT$86.90. The fair value is estimated to be NT$70.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years, while earnings per share has been flat.Reported Earnings • Mar 03Full year 2025 earnings released: EPS: NT$5.78 (vs NT$5.87 in FY 2024)Full year 2025 results: EPS: NT$5.78. Revenue: NT$2.69b (up 6.1% from FY 2024). Net income: NT$294.1m (up 2.6% from FY 2024). Profit margin: 11% (in line with FY 2024).最新情報をもっと見るRecent updatesUpcoming Dividend • Jul 10Upcoming dividend of NT$6.00 per shareEligible shareholders must have bought the stock before 15 July 2026. Payment date: 07 August 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 7.2%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (4.3%).Declared Dividend • Jun 26Dividend increased to NT$6.00Dividend of NT$6.00 is 2.2% higher than last year. Ex-date: 15th July 2026 Payment date: 7th August 2026 Dividend yield will be 7.4%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is not covered by earnings (113% 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 increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 25% to bring the payout ratio under control. However, EPS has declined by 3.4% over the last 5 years so the company would need to reverse this trend.Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: NT$0.59 (vs NT$1.05 in 1Q 2025)First quarter 2026 results: EPS: NT$0.59 (down from NT$1.05 in 1Q 2025). Revenue: NT$464.6m (up 12% from 1Q 2025). Net income: NT$30.1m (down 43% from 1Q 2025). Profit margin: 6.5% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Apr 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 6.3% to NT$88.90. The fair value is estimated to be NT$73.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years, while earnings per share has been flat.Buy Or Sell Opportunity • Mar 27Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 2.0% to NT$86.90. The fair value is estimated to be NT$70.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years, while earnings per share has been flat.Reported Earnings • Mar 03Full year 2025 earnings released: EPS: NT$5.78 (vs NT$5.87 in FY 2024)Full year 2025 results: EPS: NT$5.78. Revenue: NT$2.69b (up 6.1% from FY 2024). Net income: NT$294.1m (up 2.6% from FY 2024). Profit margin: 11% (in line with FY 2024).お知らせ • Feb 24Interactive Digital Technologies Inc., Annual General Meeting, May 21, 2026Interactive Digital Technologies Inc., Annual General Meeting, May 21, 2026. Location: 1 floor no,38-1, wu kung 5th rd., wugu district, new taipei city TaiwanReported Earnings • Oct 29Third quarter 2025 earnings released: EPS: NT$0.81 (vs NT$0.91 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.81 (down from NT$0.91 in 3Q 2024). Revenue: NT$593.3m (up 2.8% from 3Q 2024). Net income: NT$41.5m (down 8.3% from 3Q 2024). Profit margin: 7.0% (down from 7.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Reported Earnings • Jul 25Second quarter 2025 earnings released: EPS: NT$0.98 (vs NT$1.35 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.98 (down from NT$1.35 in 2Q 2024). Revenue: NT$486.6m (down 24% from 2Q 2024). Net income: NT$49.8m (down 23% from 2Q 2024). Profit margin: 10% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.Upcoming Dividend • Jul 08Upcoming dividend of NT$5.87 per shareEligible shareholders must have bought the stock before 15 July 2025. Payment date: 08 August 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.4%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (3.9%).お知らせ • Jun 20Interactive Digital Technologies Inc. Announces Cash Dividend, Payable on August 8, 2025Interactive Digital Technologies Inc. announced cash dividend of TWD 258,028,960. Ex-rights (Ex-dividend) date is July 15, 2025. Ex-rights (Ex-dividend) record date is July 15, 2025. Payment date of cash dividend distribution is August 8, 2025.Declared Dividend • Jun 20Dividend of NT$5.87 announcedShareholders will receive a dividend of NT$5.87. Ex-date: 15th July 2025 Payment date: 8th August 2025 Dividend yield will be 7.4%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio). However, it is covered by cash flows (55% cash payout ratio). The dividend has increased 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 1.7% to bring the payout ratio under control. However, EPS has declined by 1.6% over the last 5 years so the company would need to reverse this trend.Reported Earnings • May 10First quarter 2025 earnings released: EPS: NT$1.04 (vs NT$1.36 in 1Q 2024)First quarter 2025 results: EPS: NT$1.04 (down from NT$1.36 in 1Q 2024). Revenue: NT$413.9m (down 4.4% from 1Q 2024). Net income: NT$53.3m (down 16% from 1Q 2024). Profit margin: 13% (down from 15% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.お知らせ • Apr 17Interactive Digital Technologies Inc. to Report Q1, 2025 Results on Apr 24, 2025Interactive Digital Technologies Inc. announced that they will report Q1, 2025 results on Apr 24, 2025Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$71.00, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 18x in the IT industry in Taiwan. Total returns to shareholders of 14% over the past three years.Reported Earnings • Mar 19Full year 2024 earnings released: EPS: NT$5.87 (vs NT$6.26 in FY 2023)Full year 2024 results: EPS: NT$5.87. Revenue: NT$2.53b (up 13% from FY 2023). Net income: NT$286.8m (up 9.6% from FY 2023). Profit margin: 11% (in line with FY 2023).お知らせ • Feb 26Interactive Digital Technologies Inc., Annual General Meeting, May 23, 2025Interactive Digital Technologies Inc., Annual General Meeting, May 23, 2025. Location: 1 floor no,38-1, wu kung 5th rd., wugu district, new taipei city Taiwanお知らせ • Feb 18Interactive Digital Technologies Inc. to Report Fiscal Year 2024 Results on Feb 25, 2025Interactive Digital Technologies Inc. announced that they will report fiscal year 2024 results on Feb 25, 2025Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$0.91 (vs NT$0.62 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.91 (up from NT$0.62 in 3Q 2023). Revenue: NT$577.0m (up 56% from 3Q 2023). Net income: NT$45.2m (up 76% from 3Q 2023). Profit margin: 7.8% (up from 6.9% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Oct 16Interactive Digital Technologies Inc. to Report Q3, 2024 Results on Oct 23, 2024Interactive Digital Technologies Inc. announced that they will report Q3, 2024 results on Oct 23, 2024Buy Or Sell Opportunity • Sep 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to NT$82.30. The fair value is estimated to be NT$104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years, while earnings per share has been flat.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: NT$1.35 (vs NT$1.77 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.35 (down from NT$1.77 in 2Q 2023). Revenue: NT$641.0m (up 36% from 2Q 2023). Net income: NT$64.8m (down 9.7% from 2Q 2023). Profit margin: 10% (down from 15% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.お知らせ • Jul 17Interactive Digital Technologies Inc. to Report Q2, 2024 Results on Jul 24, 2024Interactive Digital Technologies Inc. announced that they will report Q2, 2024 results on Jul 24, 2024Upcoming Dividend • Jul 10Upcoming dividend of NT$5.69 per shareEligible shareholders must have bought the stock before 17 July 2024. Payment date: 07 August 2024. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 6.1%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (3.7%).Declared Dividend • Jun 19Dividend of NT$6.00 announcedShareholders will receive a dividend of NT$6.00. Ex-date: 17th July 2024 Payment date: 7th August 2024 Dividend yield will be 6.2%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (88% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 5.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 10First quarter 2024 earnings released: EPS: NT$1.36 (vs NT$0.73 in 1Q 2023)First quarter 2024 results: EPS: NT$1.36 (up from NT$0.73 in 1Q 2023). Revenue: NT$432.9m (up 30% from 1Q 2023). Net income: NT$63.5m (up 116% from 1Q 2023). Profit margin: 15% (up from 8.8% in 1Q 2023). The increase in margin was driven by higher revenue. 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 7% per year, which means it is well ahead of earnings.お知らせ • Apr 12Interactive Digital Technologies Inc. to Report Q1, 2024 Results on Apr 19, 2024Interactive Digital Technologies Inc. announced that they will report Q1, 2024 results on Apr 19, 2024Reported Earnings • Mar 22Full year 2023 earnings released: EPS: NT$6.26 (vs NT$5.43 in FY 2022)Full year 2023 results: EPS: NT$6.26 (up from NT$5.43 in FY 2022). Revenue: NT$2.24b (up 9.5% from FY 2022). Net income: NT$261.8m (up 22% from FY 2022). Profit margin: 12% (up from 11% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has remained flat.お知らせ • Feb 24Interactive Digital Technologies Inc., Annual General Meeting, May 28, 2024Interactive Digital Technologies Inc., Annual General Meeting, May 28, 2024. Location: No.38-1, Wugong 5th Rd., Wugu District, (meeting room on the F1) New Taipei City Taiwan Agenda: To report the business of 2023; Audit Committee's review report; To report the distribution of employees' and directors' remuneration of 2023; To report the cash dividends distribution of 2023 earnings; To report the cash distribution from Capital Surplus; To report the issuance of Domestic Convertible Corporate Bonds; and to discuss other matters.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: NT$0.62 (vs NT$0.75 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.62 (down from NT$0.75 in 3Q 2022). Revenue: NT$369.8m (down 4.3% from 3Q 2022). Net income: NT$25.7m (down 13% from 3Q 2022). Profit margin: 6.9% (down from 7.6% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year and the company’s share price has also fallen by 1% per year.Reported Earnings • Jul 27Second quarter 2023 earnings released: EPS: NT$1.77 (vs NT$1.32 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.77 (up from NT$1.32 in 2Q 2022). Revenue: NT$472.8m (up 8.8% from 2Q 2022). Net income: NT$71.7m (up 39% from 2Q 2022). Profit margin: 15% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 2% per year.Upcoming Dividend • Jul 10Upcoming dividend of NT$5.13 per share at 6.8% yieldEligible shareholders must have bought the stock before 17 July 2023. Payment date: 04 August 2023. Payout ratio is on the higher end at 98% but the company is not cash flow positive. Trailing yield: 6.8%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.7%).Board Change • Jun 28Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Chao Fu Shi was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Jun 19New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 98% The company is paying a dividend despite having no free cash flows. Dividend yield: 6.9% 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: 98% Paying a dividend despite having no free cash flows. High level of non-cash earnings (66% accrual ratio). Minor Risk Shareholders have been diluted in the past year (2.2% increase in shares outstanding).Buying Opportunity • Jan 14Now 20% undervaluedOver the last 90 days, the stock is up 7.1%. The fair value is estimated to be NT$81.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Board Change • Nov 16No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 4 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). Director Xu Zhen Zhuang is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: NT$0.75 (vs NT$1.54 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.75 (down from NT$1.54 in 3Q 2021). Revenue: NT$386.3m (up 2.1% from 3Q 2021). Net income: NT$29.5m (down 51% from 3Q 2021). Profit margin: 7.6% (down from 16% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: NT$1.32 (vs NT$1.35 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.32 (down from NT$1.35 in 2Q 2021). Revenue: NT$434.7m (up 8.7% from 2Q 2021). Net income: NT$51.5m (down 1.6% from 2Q 2021). Profit margin: 12% (down from 13% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$59.20, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 17x in the IT industry in Taiwan. Total returns to shareholders of 9.5% over the past three years.Upcoming Dividend • Jun 21Upcoming dividend of NT$6.37 per shareEligible shareholders must have bought the stock before 28 June 2022. Payment date: 15 July 2022. Payout ratio is on the higher end at 92%, and the cash payout ratio is above 100%. Trailing yield: 8.5%. Within top quartile of Taiwanese dividend payers (6.3%). Higher than average of industry peers (4.9%).Board Change • Apr 27No independent directorsThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. No independent directors (6 non-independent directors). Director Xu Zhen Zhuang is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Mar 03Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: NT$6.73 (up from NT$6.33 in FY 2020). Revenue: NT$1.87b (flat on FY 2020). Net income: NT$260.7m (up 11% from FY 2020). Profit margin: 14% (up from 13% in FY 2020). Revenue missed analyst estimates by 13%. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$1.54 (vs NT$0.35 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$378.4m (up 32% from 3Q 2020). Net income: NT$59.8m (up 364% from 3Q 2020). Profit margin: 16% (up from 4.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Aug 17Upcoming dividend of NT$6.00 per shareEligible shareholders must have bought the stock before 24 August 2021. Payment date: 10 September 2021. Trailing yield: 7.8%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (3.6%).Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS NT$1.35 (vs NT$1.91 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$399.8m (up 1.9% from 2Q 2020). Net income: NT$52.3m (down 26% from 2Q 2020). Profit margin: 13% (down from 18% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 01First quarter 2021 earnings released: EPS NT$0.86 (vs NT$0.80 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$356.9m (up 2.3% from 1Q 2020). Net income: NT$33.2m (up 12% from 1Q 2020). Profit margin: 9.3% (up from 8.5% 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 8% per year whereas the company’s share price has increased by 12% per year.分析記事 • Mar 31Many Would Be Envious Of Interactive Digital Technologies' (GTSM:6486) Excellent Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Reported Earnings • Mar 28Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: NT$1.86b (down 5.1% from FY 2019). Net income: NT$234.2m (down 2.6% from FY 2019). Profit margin: 13% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.お知らせ • Mar 21Interactive Digital Technologies Inc., Annual General Meeting, Jun 10, 2021Interactive Digital Technologies Inc., Annual General Meeting, Jun 10, 2021.Reported Earnings • Mar 12Full year 2020 earnings released: EPS NT$6.33 (vs NT$6.51 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: NT$1.86b (down 5.1% from FY 2019). Net income: NT$234.2m (down 2.6% from FY 2019). Profit margin: 13% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 11% per year.分析記事 • Mar 04Declining Stock and Solid Fundamentals: Is The Market Wrong About Interactive Digital Technologies Inc. (GTSM:6486)?With its stock down 7.0% over the past three months, it is easy to disregard Interactive Digital Technologies...分析記事 • Feb 03These 4 Measures Indicate That Interactive Digital Technologies (GTSM:6486) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jan 11Shareholders Of Interactive Digital Technologies (GTSM:6486) Must Be Happy With Their 135% Total ReturnIt's been a soft week for Interactive Digital Technologies Inc. ( GTSM:6486 ) shares, which are down 14%. But at least...Is New 90 Day High Low • Dec 28New 90-day high: NT$92.20The company is up 30% from its price of NT$70.80 on 30 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 7.0% over the same period.分析記事 • Dec 22Has Interactive Digital Technologies (GTSM:6486) Got What It Takes To Become A Multi-Bagger?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...分析記事 • Dec 04Are Strong Financial Prospects The Force That Is Driving The Momentum In Interactive Digital Technologies Inc.'s GTSM:6486) Stock?Interactive Digital Technologies' (GTSM:6486) stock is up by a considerable 29% over the past three months. Given the...Is New 90 Day High Low • Dec 01New 90-day high: NT$78.50The company is up 14% from its price of NT$69.00 on 02 September 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 1.0% over the same period.Is New 90 Day High Low • Nov 04New 90-day high: NT$73.50The company is up 1.0% from its price of NT$73.00 on 06 August 2020. The Taiwanese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the IT industry, which is also up 1.0% over the same period.Reported Earnings • Nov 04Third quarter 2020 earnings released: EPS NT$0.35The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$286.6m (down 34% from 3Q 2019). Net income: NT$12.9m (down 78% from 3Q 2019). Profit margin: 4.5% (down from 13% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.株主還元6486TW ITTW 市場7D2.1%0.6%2.1%1Y8.3%-2.1%84.8%株主還元を見る業界別リターン: 6486過去 1 年間で-2.1 % の収益を上げたTW IT業界を上回りました。リターン対市場: 6486は、過去 1 年間で84.8 % のリターンを上げたTW市場を下回りました。価格変動Is 6486's price volatile compared to industry and market?6486 volatility6486 Average Weekly Movement2.9%IT Industry Average Movement4.9%Market Average Movement6.3%10% most volatile stocks in TW Market11.9%10% least volatile stocks in TW Market2.7%安定した株価: 6486 、 TW市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 6486の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト2003n/aMei-Lan Liuwww.idtech.com.twインタラクティブ・デジタル・テクノロジー社は、台湾で電気通信、メディア、情報技術(IT)、クラウド、地理情報システム関連の専門コンサルティングと導入サービスを提供している。同社は、ケーブルテレビネットワーク、ブロードバンドアクセスネットワーク、伝送ネットワーク、IP次世代ネットワーク、オーディオ・マルチメディアネットワーク、2G/3Gワイヤレスネットワーク、IMS、4G LTEネットワーク、サービス管理システム、固定ネットワーク、ワイヤレス統合ネットワークなどのテレコミュニケーションを提供している、デジタルメディアには、ニュース制作とシステム統合、マスターコントロールと制作コントロール自動化システム、バーチャルスタジオ/オンエアグラフィックシステム、メディアポストプロダクションシステム、ニュースルームシステム、デジタルTVヘッドエンドシステム、ビデオサービスプラットフォーム、制作/放送/伝送ソリューション、IP制作と放送環境、リモートアクセス、モバイルオフィス、ソフトウェア配信、安全管理のための仮想化、グリーンデータセンター設置、サーバーホスト、ストレージシステム、ネットワーク機器、仮想化プラットフォーム、周辺クラウドサービス関連アプリケーション、統合サービスなどが含まれる;IT・クラウドサービス革新、企業ネットワーク計画・構築、情報セキュリティシステム計画・構築、情報システム機器仮想化、マルチメディアビデオ会議。また、カスタマイズされたSIサービス、アプリケーションシステム開発、教育訓練、コンサルティングを含む地理情報システムも提供している。 インタラクティブ・デジタル・テクノロジー社は2003年に設立され、台湾の新北市に本社を置いている。もっと見るInteractive Digital Technologies Inc. 基礎のまとめInteractive Digital Technologies の収益と売上を時価総額と比較するとどうか。6486 基礎統計学時価総額NT$4.00b収益(TTM)NT$271.16m売上高(TTM)NT$2.74b14.8xPER(株価収益率1.5xP/Sレシオ6486 は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計6486 損益計算書(TTM)収益NT$2.74b売上原価NT$1.90b売上総利益NT$839.24mその他の費用NT$568.07m収益NT$271.16m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)5.33グロス・マージン30.67%純利益率9.91%有利子負債/自己資本比率0%6486 の長期的なパフォーマンスは?過去の実績と比較を見る配当金7.6%現在の配当利回り113%配当性向6486 配当は確実ですか?6486 配当履歴とベンチマークを見る6486 、いつまでに購入すれば配当金を受け取れますか?Interactive Digital Technologies 配当日配当落ち日Jul 15 2026配当支払日Aug 07 2026配当落ちまでの日数12 days配当支払日までの日数11 days6486 配当は確実ですか?6486 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/07/26 05:56終値2026/07/24 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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Interactive Digital Technologies Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Yiho LiuCapital Securities Corporation
Upcoming Dividend • Jul 10Upcoming dividend of NT$6.00 per shareEligible shareholders must have bought the stock before 15 July 2026. Payment date: 07 August 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 7.2%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (4.3%).
Declared Dividend • Jun 26Dividend increased to NT$6.00Dividend of NT$6.00 is 2.2% higher than last year. Ex-date: 15th July 2026 Payment date: 7th August 2026 Dividend yield will be 7.4%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is not covered by earnings (113% 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 increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 25% to bring the payout ratio under control. However, EPS has declined by 3.4% over the last 5 years so the company would need to reverse this trend.
Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: NT$0.59 (vs NT$1.05 in 1Q 2025)First quarter 2026 results: EPS: NT$0.59 (down from NT$1.05 in 1Q 2025). Revenue: NT$464.6m (up 12% from 1Q 2025). Net income: NT$30.1m (down 43% from 1Q 2025). Profit margin: 6.5% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Apr 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 6.3% to NT$88.90. The fair value is estimated to be NT$73.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years, while earnings per share has been flat.
Buy Or Sell Opportunity • Mar 27Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 2.0% to NT$86.90. The fair value is estimated to be NT$70.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years, while earnings per share has been flat.
Reported Earnings • Mar 03Full year 2025 earnings released: EPS: NT$5.78 (vs NT$5.87 in FY 2024)Full year 2025 results: EPS: NT$5.78. Revenue: NT$2.69b (up 6.1% from FY 2024). Net income: NT$294.1m (up 2.6% from FY 2024). Profit margin: 11% (in line with FY 2024).
Upcoming Dividend • Jul 10Upcoming dividend of NT$6.00 per shareEligible shareholders must have bought the stock before 15 July 2026. Payment date: 07 August 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 7.2%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (4.3%).
Declared Dividend • Jun 26Dividend increased to NT$6.00Dividend of NT$6.00 is 2.2% higher than last year. Ex-date: 15th July 2026 Payment date: 7th August 2026 Dividend yield will be 7.4%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is not covered by earnings (113% 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 increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 25% to bring the payout ratio under control. However, EPS has declined by 3.4% over the last 5 years so the company would need to reverse this trend.
Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: NT$0.59 (vs NT$1.05 in 1Q 2025)First quarter 2026 results: EPS: NT$0.59 (down from NT$1.05 in 1Q 2025). Revenue: NT$464.6m (up 12% from 1Q 2025). Net income: NT$30.1m (down 43% from 1Q 2025). Profit margin: 6.5% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Apr 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 6.3% to NT$88.90. The fair value is estimated to be NT$73.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years, while earnings per share has been flat.
Buy Or Sell Opportunity • Mar 27Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 2.0% to NT$86.90. The fair value is estimated to be NT$70.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years, while earnings per share has been flat.
Reported Earnings • Mar 03Full year 2025 earnings released: EPS: NT$5.78 (vs NT$5.87 in FY 2024)Full year 2025 results: EPS: NT$5.78. Revenue: NT$2.69b (up 6.1% from FY 2024). Net income: NT$294.1m (up 2.6% from FY 2024). Profit margin: 11% (in line with FY 2024).
お知らせ • Feb 24Interactive Digital Technologies Inc., Annual General Meeting, May 21, 2026Interactive Digital Technologies Inc., Annual General Meeting, May 21, 2026. Location: 1 floor no,38-1, wu kung 5th rd., wugu district, new taipei city Taiwan
Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: NT$0.81 (vs NT$0.91 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.81 (down from NT$0.91 in 3Q 2024). Revenue: NT$593.3m (up 2.8% from 3Q 2024). Net income: NT$41.5m (down 8.3% from 3Q 2024). Profit margin: 7.0% (down from 7.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Reported Earnings • Jul 25Second quarter 2025 earnings released: EPS: NT$0.98 (vs NT$1.35 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.98 (down from NT$1.35 in 2Q 2024). Revenue: NT$486.6m (down 24% from 2Q 2024). Net income: NT$49.8m (down 23% from 2Q 2024). Profit margin: 10% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.
Upcoming Dividend • Jul 08Upcoming dividend of NT$5.87 per shareEligible shareholders must have bought the stock before 15 July 2025. Payment date: 08 August 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.4%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (3.9%).
お知らせ • Jun 20Interactive Digital Technologies Inc. Announces Cash Dividend, Payable on August 8, 2025Interactive Digital Technologies Inc. announced cash dividend of TWD 258,028,960. Ex-rights (Ex-dividend) date is July 15, 2025. Ex-rights (Ex-dividend) record date is July 15, 2025. Payment date of cash dividend distribution is August 8, 2025.
Declared Dividend • Jun 20Dividend of NT$5.87 announcedShareholders will receive a dividend of NT$5.87. Ex-date: 15th July 2025 Payment date: 8th August 2025 Dividend yield will be 7.4%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio). However, it is covered by cash flows (55% cash payout ratio). The dividend has increased 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 1.7% to bring the payout ratio under control. However, EPS has declined by 1.6% over the last 5 years so the company would need to reverse this trend.
Reported Earnings • May 10First quarter 2025 earnings released: EPS: NT$1.04 (vs NT$1.36 in 1Q 2024)First quarter 2025 results: EPS: NT$1.04 (down from NT$1.36 in 1Q 2024). Revenue: NT$413.9m (down 4.4% from 1Q 2024). Net income: NT$53.3m (down 16% from 1Q 2024). Profit margin: 13% (down from 15% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.
お知らせ • Apr 17Interactive Digital Technologies Inc. to Report Q1, 2025 Results on Apr 24, 2025Interactive Digital Technologies Inc. announced that they will report Q1, 2025 results on Apr 24, 2025
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$71.00, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 18x in the IT industry in Taiwan. Total returns to shareholders of 14% over the past three years.
Reported Earnings • Mar 19Full year 2024 earnings released: EPS: NT$5.87 (vs NT$6.26 in FY 2023)Full year 2024 results: EPS: NT$5.87. Revenue: NT$2.53b (up 13% from FY 2023). Net income: NT$286.8m (up 9.6% from FY 2023). Profit margin: 11% (in line with FY 2023).
お知らせ • Feb 26Interactive Digital Technologies Inc., Annual General Meeting, May 23, 2025Interactive Digital Technologies Inc., Annual General Meeting, May 23, 2025. Location: 1 floor no,38-1, wu kung 5th rd., wugu district, new taipei city Taiwan
お知らせ • Feb 18Interactive Digital Technologies Inc. to Report Fiscal Year 2024 Results on Feb 25, 2025Interactive Digital Technologies Inc. announced that they will report fiscal year 2024 results on Feb 25, 2025
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$0.91 (vs NT$0.62 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.91 (up from NT$0.62 in 3Q 2023). Revenue: NT$577.0m (up 56% from 3Q 2023). Net income: NT$45.2m (up 76% from 3Q 2023). Profit margin: 7.8% (up from 6.9% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Oct 16Interactive Digital Technologies Inc. to Report Q3, 2024 Results on Oct 23, 2024Interactive Digital Technologies Inc. announced that they will report Q3, 2024 results on Oct 23, 2024
Buy Or Sell Opportunity • Sep 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to NT$82.30. The fair value is estimated to be NT$104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years, while earnings per share has been flat.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: NT$1.35 (vs NT$1.77 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.35 (down from NT$1.77 in 2Q 2023). Revenue: NT$641.0m (up 36% from 2Q 2023). Net income: NT$64.8m (down 9.7% from 2Q 2023). Profit margin: 10% (down from 15% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Jul 17Interactive Digital Technologies Inc. to Report Q2, 2024 Results on Jul 24, 2024Interactive Digital Technologies Inc. announced that they will report Q2, 2024 results on Jul 24, 2024
Upcoming Dividend • Jul 10Upcoming dividend of NT$5.69 per shareEligible shareholders must have bought the stock before 17 July 2024. Payment date: 07 August 2024. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 6.1%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (3.7%).
Declared Dividend • Jun 19Dividend of NT$6.00 announcedShareholders will receive a dividend of NT$6.00. Ex-date: 17th July 2024 Payment date: 7th August 2024 Dividend yield will be 6.2%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (88% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 5.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 10First quarter 2024 earnings released: EPS: NT$1.36 (vs NT$0.73 in 1Q 2023)First quarter 2024 results: EPS: NT$1.36 (up from NT$0.73 in 1Q 2023). Revenue: NT$432.9m (up 30% from 1Q 2023). Net income: NT$63.5m (up 116% from 1Q 2023). Profit margin: 15% (up from 8.8% in 1Q 2023). The increase in margin was driven by higher revenue. 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 7% per year, which means it is well ahead of earnings.
お知らせ • Apr 12Interactive Digital Technologies Inc. to Report Q1, 2024 Results on Apr 19, 2024Interactive Digital Technologies Inc. announced that they will report Q1, 2024 results on Apr 19, 2024
Reported Earnings • Mar 22Full year 2023 earnings released: EPS: NT$6.26 (vs NT$5.43 in FY 2022)Full year 2023 results: EPS: NT$6.26 (up from NT$5.43 in FY 2022). Revenue: NT$2.24b (up 9.5% from FY 2022). Net income: NT$261.8m (up 22% from FY 2022). Profit margin: 12% (up from 11% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has remained flat.
お知らせ • Feb 24Interactive Digital Technologies Inc., Annual General Meeting, May 28, 2024Interactive Digital Technologies Inc., Annual General Meeting, May 28, 2024. Location: No.38-1, Wugong 5th Rd., Wugu District, (meeting room on the F1) New Taipei City Taiwan Agenda: To report the business of 2023; Audit Committee's review report; To report the distribution of employees' and directors' remuneration of 2023; To report the cash dividends distribution of 2023 earnings; To report the cash distribution from Capital Surplus; To report the issuance of Domestic Convertible Corporate Bonds; and to discuss other matters.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: NT$0.62 (vs NT$0.75 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.62 (down from NT$0.75 in 3Q 2022). Revenue: NT$369.8m (down 4.3% from 3Q 2022). Net income: NT$25.7m (down 13% from 3Q 2022). Profit margin: 6.9% (down from 7.6% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year and the company’s share price has also fallen by 1% per year.
Reported Earnings • Jul 27Second quarter 2023 earnings released: EPS: NT$1.77 (vs NT$1.32 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.77 (up from NT$1.32 in 2Q 2022). Revenue: NT$472.8m (up 8.8% from 2Q 2022). Net income: NT$71.7m (up 39% from 2Q 2022). Profit margin: 15% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 2% per year.
Upcoming Dividend • Jul 10Upcoming dividend of NT$5.13 per share at 6.8% yieldEligible shareholders must have bought the stock before 17 July 2023. Payment date: 04 August 2023. Payout ratio is on the higher end at 98% but the company is not cash flow positive. Trailing yield: 6.8%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.7%).
Board Change • Jun 28Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Chao Fu Shi was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Jun 19New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 98% The company is paying a dividend despite having no free cash flows. Dividend yield: 6.9% 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: 98% Paying a dividend despite having no free cash flows. High level of non-cash earnings (66% accrual ratio). Minor Risk Shareholders have been diluted in the past year (2.2% increase in shares outstanding).
Buying Opportunity • Jan 14Now 20% undervaluedOver the last 90 days, the stock is up 7.1%. The fair value is estimated to be NT$81.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
Board Change • Nov 16No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 4 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). Director Xu Zhen Zhuang is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: NT$0.75 (vs NT$1.54 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.75 (down from NT$1.54 in 3Q 2021). Revenue: NT$386.3m (up 2.1% from 3Q 2021). Net income: NT$29.5m (down 51% from 3Q 2021). Profit margin: 7.6% (down from 16% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: NT$1.32 (vs NT$1.35 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.32 (down from NT$1.35 in 2Q 2021). Revenue: NT$434.7m (up 8.7% from 2Q 2021). Net income: NT$51.5m (down 1.6% from 2Q 2021). Profit margin: 12% (down from 13% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$59.20, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 17x in the IT industry in Taiwan. Total returns to shareholders of 9.5% over the past three years.
Upcoming Dividend • Jun 21Upcoming dividend of NT$6.37 per shareEligible shareholders must have bought the stock before 28 June 2022. Payment date: 15 July 2022. Payout ratio is on the higher end at 92%, and the cash payout ratio is above 100%. Trailing yield: 8.5%. Within top quartile of Taiwanese dividend payers (6.3%). Higher than average of industry peers (4.9%).
Board Change • Apr 27No independent directorsThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. No independent directors (6 non-independent directors). Director Xu Zhen Zhuang is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Mar 03Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: NT$6.73 (up from NT$6.33 in FY 2020). Revenue: NT$1.87b (flat on FY 2020). Net income: NT$260.7m (up 11% from FY 2020). Profit margin: 14% (up from 13% in FY 2020). Revenue missed analyst estimates by 13%. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$1.54 (vs NT$0.35 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$378.4m (up 32% from 3Q 2020). Net income: NT$59.8m (up 364% from 3Q 2020). Profit margin: 16% (up from 4.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Aug 17Upcoming dividend of NT$6.00 per shareEligible shareholders must have bought the stock before 24 August 2021. Payment date: 10 September 2021. Trailing yield: 7.8%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (3.6%).
Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS NT$1.35 (vs NT$1.91 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$399.8m (up 1.9% from 2Q 2020). Net income: NT$52.3m (down 26% from 2Q 2020). Profit margin: 13% (down from 18% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 01First quarter 2021 earnings released: EPS NT$0.86 (vs NT$0.80 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$356.9m (up 2.3% from 1Q 2020). Net income: NT$33.2m (up 12% from 1Q 2020). Profit margin: 9.3% (up from 8.5% 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 8% per year whereas the company’s share price has increased by 12% per year.
分析記事 • Mar 31Many Would Be Envious Of Interactive Digital Technologies' (GTSM:6486) Excellent Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Reported Earnings • Mar 28Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: NT$1.86b (down 5.1% from FY 2019). Net income: NT$234.2m (down 2.6% from FY 2019). Profit margin: 13% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.
お知らせ • Mar 21Interactive Digital Technologies Inc., Annual General Meeting, Jun 10, 2021Interactive Digital Technologies Inc., Annual General Meeting, Jun 10, 2021.
Reported Earnings • Mar 12Full year 2020 earnings released: EPS NT$6.33 (vs NT$6.51 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: NT$1.86b (down 5.1% from FY 2019). Net income: NT$234.2m (down 2.6% from FY 2019). Profit margin: 13% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 11% per year.
分析記事 • Mar 04Declining Stock and Solid Fundamentals: Is The Market Wrong About Interactive Digital Technologies Inc. (GTSM:6486)?With its stock down 7.0% over the past three months, it is easy to disregard Interactive Digital Technologies...
分析記事 • Feb 03These 4 Measures Indicate That Interactive Digital Technologies (GTSM:6486) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Jan 11Shareholders Of Interactive Digital Technologies (GTSM:6486) Must Be Happy With Their 135% Total ReturnIt's been a soft week for Interactive Digital Technologies Inc. ( GTSM:6486 ) shares, which are down 14%. But at least...
Is New 90 Day High Low • Dec 28New 90-day high: NT$92.20The company is up 30% from its price of NT$70.80 on 30 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 7.0% over the same period.
分析記事 • Dec 22Has Interactive Digital Technologies (GTSM:6486) Got What It Takes To Become A Multi-Bagger?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
分析記事 • Dec 04Are Strong Financial Prospects The Force That Is Driving The Momentum In Interactive Digital Technologies Inc.'s GTSM:6486) Stock?Interactive Digital Technologies' (GTSM:6486) stock is up by a considerable 29% over the past three months. Given the...
Is New 90 Day High Low • Dec 01New 90-day high: NT$78.50The company is up 14% from its price of NT$69.00 on 02 September 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 1.0% over the same period.
Is New 90 Day High Low • Nov 04New 90-day high: NT$73.50The company is up 1.0% from its price of NT$73.00 on 06 August 2020. The Taiwanese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the IT industry, which is also up 1.0% over the same period.
Reported Earnings • Nov 04Third quarter 2020 earnings released: EPS NT$0.35The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$286.6m (down 34% from 3Q 2019). Net income: NT$12.9m (down 78% from 3Q 2019). Profit margin: 4.5% (down from 13% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.