Acer E-Enabling Service Business（6811）株式概要日本エイサー株式会社(本社：東京都新宿区、代表取締役社長：詹 國良(ボブ・セン))は、台湾を中心に情報通信技術・サービスを提供しています。 詳細6811 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績4/6財務の健全性5/6配当金3/6報酬当社が推定した公正価値より66.7%で取引されている 収益は年間8.58%増加すると予測されています 過去5年間の収益は年間16.1%増加しました。 アナリストらは、株価が31.4%上昇するだろうとほぼ一致している。 リスク分析リスクチェックの結果、6811 、リスクは検出されなかった。すべてのリスクチェックを見る6811 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$208.00148.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture014b2016201920222025202620282031Revenue NT$14.1bEarnings NT$879.8mAdvancedSet Fair ValueView all narrativesAcer E-Enabling Service Business Inc. 競合他社WITSSymbol: TPEX:4953Market cap: NT$8.6bDimerco Data SystemSymbol: TPEX:5403Market cap: NT$6.7bMetaageSymbol: TWSE:6112Market cap: NT$7.9bCHT SecuritySymbol: TWSE:7765Market cap: NT$9.9b価格と性能株価の高値、安値、推移の概要Acer E-Enabling Service Business過去の株価現在の株価NT$208.0052週高値NT$270.0052週安値NT$180.00ベータ0.671ヶ月の変化6.39%3ヶ月変化-0.48%1年変化-15.79%3年間の変化-18.75%5年間の変化36.84%IPOからの変化62.50%最新ニュースReported Earnings • May 07First quarter 2026 earnings released: EPS: NT$4.00 (vs NT$4.01 in 1Q 2025)First quarter 2026 results: EPS: NT$4.00. Revenue: NT$2.96b (up 17% from 1Q 2025). Net income: NT$198.8m (up 20% from 1Q 2025). Profit margin: 6.7% (up from 6.6% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the IT industry in Taiwan.Declared Dividend • Mar 12Dividend increased to NT$10.50Dividend of NT$10.50 is 11% higher than last year. Ex-date: 25th June 2026 Payment date: 23rd July 2026 Dividend yield will be 5.4%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 22% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 22% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 11+ 1 more updateAcer E-Enabling Service Business Inc., Annual General Meeting, May 28, 2026Acer E-Enabling Service Business Inc., Annual General Meeting, May 28, 2026, at 09:00 Taipei Standard Time. Location: 17 floor no,9, sec.3 nan kang rd., nangang district, taipei city TaiwanReported Earnings • Mar 11Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: NT$14.36 (up from NT$13.00 in FY 2024). Revenue: NT$9.66b (up 11% from FY 2024). Net income: NT$595.1m (up 10% from FY 2024). Profit margin: 6.2% (in line with FY 2024). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the IT industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Nov 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to NT$206. The fair value is estimated to be NT$258, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 6.8%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 26% in the next 2 years.Price Target Changed • Oct 25Price target decreased by 8.6% to NT$281Down from NT$308, the current price target is an average from 3 analysts. New target price is 20% above last closing price of NT$234. Stock is down 8.1% over the past year. The company is forecast to post earnings per share of NT$14.57 for next year compared to NT$13.00 last year.最新情報をもっと見るRecent updatesReported Earnings • May 07First quarter 2026 earnings released: EPS: NT$4.00 (vs NT$4.01 in 1Q 2025)First quarter 2026 results: EPS: NT$4.00. Revenue: NT$2.96b (up 17% from 1Q 2025). Net income: NT$198.8m (up 20% from 1Q 2025). Profit margin: 6.7% (up from 6.6% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the IT industry in Taiwan.Declared Dividend • Mar 12Dividend increased to NT$10.50Dividend of NT$10.50 is 11% higher than last year. Ex-date: 25th June 2026 Payment date: 23rd July 2026 Dividend yield will be 5.4%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 22% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 22% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 11+ 1 more updateAcer E-Enabling Service Business Inc., Annual General Meeting, May 28, 2026Acer E-Enabling Service Business Inc., Annual General Meeting, May 28, 2026, at 09:00 Taipei Standard Time. Location: 17 floor no,9, sec.3 nan kang rd., nangang district, taipei city TaiwanReported Earnings • Mar 11Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: NT$14.36 (up from NT$13.00 in FY 2024). Revenue: NT$9.66b (up 11% from FY 2024). Net income: NT$595.1m (up 10% from FY 2024). Profit margin: 6.2% (in line with FY 2024). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the IT industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Nov 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to NT$206. The fair value is estimated to be NT$258, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 6.8%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 26% in the next 2 years.Price Target Changed • Oct 25Price target decreased by 8.6% to NT$281Down from NT$308, the current price target is an average from 3 analysts. New target price is 20% above last closing price of NT$234. Stock is down 8.1% over the past year. The company is forecast to post earnings per share of NT$14.57 for next year compared to NT$13.00 last year.Reported Earnings • Aug 07Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: NT$3.70 (up from NT$3.68 in 2Q 2024). Revenue: NT$2.58b (up 9.4% from 2Q 2024). Net income: NT$153.2m (flat on 2Q 2024). Profit margin: 5.9% (down from 6.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 9.5% p.a. on average during the next 2 years, compared to a 15% growth forecast for the IT industry in Taiwan. 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 24% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jun 26Upcoming dividend of NT$9.50 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 29 July 2025. Payout ratio is a comfortable 70% but the company is not cash flow positive. Trailing yield: 3.8%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (3.9%).Reported Earnings • May 08First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$4.01 (up from NT$3.45 in 1Q 2024). Revenue: NT$2.53b (up 16% from 1Q 2024). Net income: NT$166.3m (up 16% from 1Q 2024). Profit margin: 6.6% (in line with 1Q 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.2%. Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 14% growth forecast for the IT industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 9% per year.お知らせ • Apr 29Acer E-Enabling Service Business Inc. to Report Q1, 2025 Results on May 06, 2025Acer E-Enabling Service Business Inc. 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 23%After last week's 23% share price gain to NT$245, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the IT industry in Asia. Total returns to shareholders of 32% 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$194, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the IT industry in Asia. Total returns to shareholders of 6.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$337 per share.Reported Earnings • Mar 13Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: NT$13.00 (up from NT$12.10 in FY 2023). Revenue: NT$8.69b (up 15% from FY 2023). Net income: NT$539.0m (up 7.5% from FY 2023). Profit margin: 6.2% (down from 6.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.2%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 11% growth forecast for the IT industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 12+ 1 more updateAcer E-Enabling Service Business Inc., Annual General Meeting, Jun 04, 2025Acer E-Enabling Service Business Inc., Annual General Meeting, Jun 04, 2025, at 09:00 Taipei Standard Time. Location: 17 floor no,9, sec.3 nan kang rd., nangang district, taipei city Taiwanお知らせ • Mar 04Acer E-Enabling Service Business Inc. to Report Q4, 2024 Results on Mar 11, 2025Acer E-Enabling Service Business Inc. announced that they will report Q4, 2024 results on Mar 11, 2025New Risk • Feb 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.1% average weekly change).Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$279, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 23x in the IT industry in Asia. Total returns to shareholders of 33% over the past three years.Reported Earnings • Nov 07Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: NT$3.38 (up from NT$3.29 in 3Q 2023). Revenue: NT$2.18b (up 22% from 3Q 2023). Net income: NT$140.1m (up 2.7% from 3Q 2023). Profit margin: 6.4% (down from 7.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.8%. Earnings per share (EPS) missed analyst estimates by 4.0%. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 18% growth forecast for the IT industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 06Acer E-Enabling Service Business Inc. Announces the Change of Corporate Governance OfficerAcer E-Enabling Service Business Inc. announced the change of Corporate Governance Officer. Name, title, and resume of the previous position holder: Lydia Wu/Corporate Governance Officer: Global Chief Legal Officer & Corporate Governance Officer of ACER INC. Name, title, and resume of the new position holder: Kevin Cheng/CFO & Corporate Governance Officer of ACER E-ENABLINGSERVICE BUSINESS INC./CFO of ACER E-ENABLING SERVICE BUSINESS INC. Effective date: November 5, 2024.お知らせ • Oct 29Acer E-Enabling Service Business Inc. to Report Q3, 2024 Results on Nov 05, 2024Acer E-Enabling Service Business Inc. announced that they will report Q3, 2024 results on Nov 05, 2024Reported Earnings • Aug 09Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: NT$3.68 (up from NT$3.33 in 2Q 2023). Revenue: NT$2.36b (up 5.6% from 2Q 2023). Net income: NT$152.7m (up 11% from 2Q 2023). Profit margin: 6.5% (up from 6.2% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.8%. Revenue is forecast to grow 9.5% p.a. on average during the next 2 years, compared to a 18% growth forecast for the IT industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$220, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the IT industry in Asia. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$152 per share.New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.1% average weekly change).お知らせ • Jul 30Acer E-Enabling Service Business Inc. to Report Q2, 2024 Results on Aug 06, 2024Acer E-Enabling Service Business Inc. announced that they will report Q2, 2024 results on Aug 06, 2024Price Target Changed • Jul 28Price target decreased by 7.3% to NT$342Down from NT$369, the current price target is an average from 2 analysts. New target price is 22% above last closing price of NT$281. Stock is down 25% over the past year. The company is forecast to post earnings per share of NT$13.02 for next year compared to NT$12.10 last year.Upcoming Dividend • Jun 27Upcoming dividend of NT$8.50 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 01 August 2024. Payout ratio is a comfortable 67% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (3.8%).Reported Earnings • May 18First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: NT$3.45 (up from NT$2.88 in 1Q 2023). Revenue: NT$2.17b (up 20% from 1Q 2023). Net income: NT$143.1m (up 20% from 1Q 2023). Profit margin: 6.6% (in line with 1Q 2023). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 9.2%. Revenue is forecast to grow 9.5% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 23% per year.お知らせ • May 01Acer E-Enabling Service Business Inc. to Report Q1, 2024 Results on May 07, 2024Acer E-Enabling Service Business Inc. announced that they will report Q1, 2024 results on May 07, 2024Reported Earnings • Mar 16Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: NT$12.10 (up from NT$11.35 in FY 2022). Revenue: NT$7.55b (up 5.0% from FY 2022). Net income: NT$501.3m (up 15% from FY 2022). Profit margin: 6.6% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 2.6%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 25% per year.お知らせ • Mar 14Acer E-Enabling Service Business Inc., Annual General Meeting, Jun 05, 2024Acer E-Enabling Service Business Inc., Annual General Meeting, Jun 05, 2024. Location: 1st Floor, Meeting Room of Acer Building in Oriental Science Park 1F, 88, Sec. 1, Xintai 5th Rd.,Xizhi Dist., New Taipei City Taiwan Agenda: To consider the Business Report for 2023; to consider Audit Committee's Review Report; to consider the report on the Execution of Profit Sharing Bonus to Employees and Compensation to the Board of Directors for the year 2023; to consider ratification Proposal of Business Report and Financial Statements for the year 2023; to consider ratification Proposal of Profit Appropriation for the year 2023; and to consider other matters.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$338, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 20x in the IT industry in Asia. Total returns to shareholders of 110% over the past three years.Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$309, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 21x in the IT industry in Asia. Total returns to shareholders of 133% over the past year.Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: NT$3.29 (vs NT$3.30 in 3Q 2022)Third quarter 2023 results: EPS: NT$3.29. Revenue: NT$1.79b (down 3.2% from 3Q 2022). Net income: NT$136.4m (up 4.6% from 3Q 2022). Profit margin: 7.6% (up from 7.0% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Asia.Valuation Update With 7 Day Price Move • Jul 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$300, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the IT industry in Asia. Total returns to shareholders of 62% over the past year.Upcoming Dividend • Jun 29Upcoming dividend of NT$7.50 per share at 3.2% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 11 August 2023. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (3.8%).Buying Opportunity • Jun 12Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be NT$283, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 34%.Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$276, the stock trades at a trailing P/E ratio of 26.1x. Average forward P/E is 20x in the IT industry in Taiwan. Total returns to shareholders of 40% over the past year.Reported Earnings • Mar 30Full year 2022 earnings released: EPS: NT$11.35 (vs NT$7.79 in FY 2021)Full year 2022 results: EPS: NT$11.35 (up from NT$7.79 in FY 2021). Revenue: NT$7.19b (up 16% from FY 2021). Net income: NT$436.8m (up 54% from FY 2021). Profit margin: 6.1% (up from 4.6% in FY 2021). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$229, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 19x in the IT industry in Taiwan. Total returns to shareholders of 14% over the past year.Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$185, the stock trades at a trailing P/E ratio of 17.3x. Average trailing P/E is 17x in the IT industry in Taiwan. Total loss to shareholders of 8.1% over the past year.Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: NT$3.30 (vs NT$2.35 in 3Q 2021)Third quarter 2022 results: EPS: NT$3.30 (up from NT$2.35 in 3Q 2021). Revenue: NT$1.85b (up 21% from 3Q 2021). Net income: NT$130.3m (up 52% from 3Q 2021). Profit margin: 7.0% (up from 5.6% in 3Q 2021). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$108, the stock trades at a trailing P/E ratio of 12x. Average forward P/E is 18x in the IT industry in Taiwan. Total loss to shareholders of 49% over the past year.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$136, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 15x in the IT industry in Taiwan. Total loss to shareholders of 30% over the past year.Valuation Update With 7 Day Price Move • Jul 27Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$160, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 18x in the IT industry in Taiwan. Total loss to shareholders of 19% over the past year.Upcoming Dividend • Jun 30Upcoming dividend of NT$5.50 per shareEligible shareholders must have bought the stock before 07 July 2022. Payment date: 12 August 2022. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (6.4%). Lower than average of industry peers (4.9%).お知らせ • Mar 31Acer E-Enabling Service Business Inc., Annual General Meeting, Jun 14, 2022Acer E-Enabling Service Business Inc., Annual General Meeting, Jun 14, 2022.Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$240, the stock trades at a trailing P/E ratio of 36.8x. Average trailing P/E is 18x in the IT industry in Taiwan.Valuation Update With 7 Day Price Move • Sep 06Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$235, the stock trades at a trailing P/E ratio of 36.1x. Average trailing P/E is 15x in the IT industry in Taiwan.Reported Earnings • Aug 02First half 2021 earnings released: EPS NT$3.08 (vs NT$2.30 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: NT$3.15b (up 24% from 1H 2020). Net income: NT$112.2m (up 34% from 1H 2020). Profit margin: 3.6% (up from 3.3% in 1H 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$180, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 13x in the IT industry in Taiwan.分析記事 • Apr 11Investors Interested In Acer e-Enabling Service Business Inc.'s (GTSM:6811) EarningsWith a price-to-earnings (or "P/E") ratio of 32.8x Acer e-Enabling Service Business Inc. ( GTSM:6811 ) may be sending...Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$175, the stock trades at a trailing P/E ratio of 30.4x. Average trailing P/E is 15x in the IT industry in Taiwan.Reported Earnings • Mar 19Full year 2020 earnings released: EPS NT$5.74 (vs NT$3.19 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$5.42b (up 14% from FY 2019). Net income: NT$209.2m (up 96% from FY 2019). Profit margin: 3.9% (up from 2.2% in FY 2019). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$172, the stock is trading at a trailing P/E ratio of 41.8x, up from the previous P/E ratio of 36.3x. This compares to an average P/E of 15x in the IT industry in Taiwan.Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$156, the stock is trading at a trailing P/E ratio of 38x, up from the previous P/E ratio of 32.9x. This compares to an average P/E of 15x in the IT industry in Taiwan.株主還元6811TW ITTW 市場7D0.2%-0.5%-3.5%1Y-15.8%-10.5%83.0%株主還元を見る業界別リターン: 6811過去 1 年間で-10.5 % の収益を上げたTW IT業界を下回りました。リターン対市場: 6811は、過去 1 年間で83 % のリターンを上げたTW市場を下回りました。価格変動Is 6811's price volatile compared to industry and market?6811 volatility6811 Average Weekly Movement3.9%IT Industry Average Movement4.5%Market Average Movement6.2%10% most volatile stocks in TW Market12.2%10% least volatile stocks in TW Market2.5%安定した株価: 6811 、 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: 6811の 週次ボラティリティ ( 4% ) 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2012n/aXingrong Zhouwww.aceraeb.com日本エイサー株式会社(本社：東京都新宿区、代表取締役社長：詹 國良(ボブ・セン))は、台湾を中心に情報通信技術・サービスを提供している企業です。同社は、電子出版サービスプラットフォーム、4GLシステムを変換するグラフィカル・インターフェース・リアリティ、クラウドベースの発券プラットフォーム、Microsoft Azureアカウントおよびパフォーマンス分析ダッシュボード、サプライチェーンのキャッシュフロープラットフォームeSupplier hub、リモートワークのチェックイン/アウト、会議のチェックイン、およびAEBクラウド管理プラットフォームを提供しています。ハイテク、公共部門、金融、伝統、通信、製造、ヘルスケアなど、さまざまな業界にサービスを提供している。同社は2012年に設立され、台湾の台北市に本社を置いている。もっと見るAcer E-Enabling Service Business Inc. 基礎のまとめAcer E-Enabling Service Business の収益と売上を時価総額と比較するとどうか。6811 基礎統計学時価総額NT$8.52b収益（TTM）NT$627.68m売上高(TTM)NT$10.04b13.7xPER（株価収益率0.9xP/Sレシオ6811 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6811 損益計算書（TTM）収益NT$10.04b売上原価NT$8.78b売上総利益NT$1.26bその他の費用NT$631.17m収益NT$627.68m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）15.14グロス・マージン12.54%純利益率6.25%有利子負債／自己資本比率9.4%6811 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5.0%現在の配当利回り73%配当性向6811 配当は確実ですか？6811 配当履歴とベンチマークを見る6811 、いつまでに購入すれば配当金を受け取れますか？Acer E-Enabling Service Business 配当日配当落ち日Jun 25 2026配当支払日Jul 23 2026配当落ちまでの日数35 days配当支払日までの日数63 days6811 配当は確実ですか？6811 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2026/05/21 10:35終値2026/05/21 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Acer E-Enabling Service Business Inc. 3 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Zhizhong ChenCapital Securities CorporationFan-Jen TsengKGI Securities Co. Ltd.Shawn YangMasterlink Securities Investment Advisory
Reported Earnings • May 07First quarter 2026 earnings released: EPS: NT$4.00 (vs NT$4.01 in 1Q 2025)First quarter 2026 results: EPS: NT$4.00. Revenue: NT$2.96b (up 17% from 1Q 2025). Net income: NT$198.8m (up 20% from 1Q 2025). Profit margin: 6.7% (up from 6.6% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the IT industry in Taiwan.
Declared Dividend • Mar 12Dividend increased to NT$10.50Dividend of NT$10.50 is 11% higher than last year. Ex-date: 25th June 2026 Payment date: 23rd July 2026 Dividend yield will be 5.4%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 22% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 22% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 11+ 1 more updateAcer E-Enabling Service Business Inc., Annual General Meeting, May 28, 2026Acer E-Enabling Service Business Inc., Annual General Meeting, May 28, 2026, at 09:00 Taipei Standard Time. Location: 17 floor no,9, sec.3 nan kang rd., nangang district, taipei city Taiwan
Reported Earnings • Mar 11Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: NT$14.36 (up from NT$13.00 in FY 2024). Revenue: NT$9.66b (up 11% from FY 2024). Net income: NT$595.1m (up 10% from FY 2024). Profit margin: 6.2% (in line with FY 2024). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the IT industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Nov 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to NT$206. The fair value is estimated to be NT$258, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 6.8%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 26% in the next 2 years.
Price Target Changed • Oct 25Price target decreased by 8.6% to NT$281Down from NT$308, the current price target is an average from 3 analysts. New target price is 20% above last closing price of NT$234. Stock is down 8.1% over the past year. The company is forecast to post earnings per share of NT$14.57 for next year compared to NT$13.00 last year.
Reported Earnings • May 07First quarter 2026 earnings released: EPS: NT$4.00 (vs NT$4.01 in 1Q 2025)First quarter 2026 results: EPS: NT$4.00. Revenue: NT$2.96b (up 17% from 1Q 2025). Net income: NT$198.8m (up 20% from 1Q 2025). Profit margin: 6.7% (up from 6.6% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the IT industry in Taiwan.
Declared Dividend • Mar 12Dividend increased to NT$10.50Dividend of NT$10.50 is 11% higher than last year. Ex-date: 25th June 2026 Payment date: 23rd July 2026 Dividend yield will be 5.4%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 22% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 22% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 11+ 1 more updateAcer E-Enabling Service Business Inc., Annual General Meeting, May 28, 2026Acer E-Enabling Service Business Inc., Annual General Meeting, May 28, 2026, at 09:00 Taipei Standard Time. Location: 17 floor no,9, sec.3 nan kang rd., nangang district, taipei city Taiwan
Reported Earnings • Mar 11Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: NT$14.36 (up from NT$13.00 in FY 2024). Revenue: NT$9.66b (up 11% from FY 2024). Net income: NT$595.1m (up 10% from FY 2024). Profit margin: 6.2% (in line with FY 2024). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the IT industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Nov 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to NT$206. The fair value is estimated to be NT$258, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 6.8%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 26% in the next 2 years.
Price Target Changed • Oct 25Price target decreased by 8.6% to NT$281Down from NT$308, the current price target is an average from 3 analysts. New target price is 20% above last closing price of NT$234. Stock is down 8.1% over the past year. The company is forecast to post earnings per share of NT$14.57 for next year compared to NT$13.00 last year.
Reported Earnings • Aug 07Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: NT$3.70 (up from NT$3.68 in 2Q 2024). Revenue: NT$2.58b (up 9.4% from 2Q 2024). Net income: NT$153.2m (flat on 2Q 2024). Profit margin: 5.9% (down from 6.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 9.5% p.a. on average during the next 2 years, compared to a 15% growth forecast for the IT industry in Taiwan. 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 24% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jun 26Upcoming dividend of NT$9.50 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 29 July 2025. Payout ratio is a comfortable 70% but the company is not cash flow positive. Trailing yield: 3.8%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (3.9%).
Reported Earnings • May 08First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$4.01 (up from NT$3.45 in 1Q 2024). Revenue: NT$2.53b (up 16% from 1Q 2024). Net income: NT$166.3m (up 16% from 1Q 2024). Profit margin: 6.6% (in line with 1Q 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.2%. Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 14% growth forecast for the IT industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 9% per year.
お知らせ • Apr 29Acer E-Enabling Service Business Inc. to Report Q1, 2025 Results on May 06, 2025Acer E-Enabling Service Business Inc. 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 23%After last week's 23% share price gain to NT$245, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the IT industry in Asia. Total returns to shareholders of 32% 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$194, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the IT industry in Asia. Total returns to shareholders of 6.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$337 per share.
Reported Earnings • Mar 13Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: NT$13.00 (up from NT$12.10 in FY 2023). Revenue: NT$8.69b (up 15% from FY 2023). Net income: NT$539.0m (up 7.5% from FY 2023). Profit margin: 6.2% (down from 6.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.2%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 11% growth forecast for the IT industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 12+ 1 more updateAcer E-Enabling Service Business Inc., Annual General Meeting, Jun 04, 2025Acer E-Enabling Service Business Inc., Annual General Meeting, Jun 04, 2025, at 09:00 Taipei Standard Time. Location: 17 floor no,9, sec.3 nan kang rd., nangang district, taipei city Taiwan
お知らせ • Mar 04Acer E-Enabling Service Business Inc. to Report Q4, 2024 Results on Mar 11, 2025Acer E-Enabling Service Business Inc. announced that they will report Q4, 2024 results on Mar 11, 2025
New Risk • Feb 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.1% average weekly change).
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$279, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 23x in the IT industry in Asia. Total returns to shareholders of 33% over the past three years.
Reported Earnings • Nov 07Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: NT$3.38 (up from NT$3.29 in 3Q 2023). Revenue: NT$2.18b (up 22% from 3Q 2023). Net income: NT$140.1m (up 2.7% from 3Q 2023). Profit margin: 6.4% (down from 7.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.8%. Earnings per share (EPS) missed analyst estimates by 4.0%. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 18% growth forecast for the IT industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 06Acer E-Enabling Service Business Inc. Announces the Change of Corporate Governance OfficerAcer E-Enabling Service Business Inc. announced the change of Corporate Governance Officer. Name, title, and resume of the previous position holder: Lydia Wu/Corporate Governance Officer: Global Chief Legal Officer & Corporate Governance Officer of ACER INC. Name, title, and resume of the new position holder: Kevin Cheng/CFO & Corporate Governance Officer of ACER E-ENABLINGSERVICE BUSINESS INC./CFO of ACER E-ENABLING SERVICE BUSINESS INC. Effective date: November 5, 2024.
お知らせ • Oct 29Acer E-Enabling Service Business Inc. to Report Q3, 2024 Results on Nov 05, 2024Acer E-Enabling Service Business Inc. announced that they will report Q3, 2024 results on Nov 05, 2024
Reported Earnings • Aug 09Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: NT$3.68 (up from NT$3.33 in 2Q 2023). Revenue: NT$2.36b (up 5.6% from 2Q 2023). Net income: NT$152.7m (up 11% from 2Q 2023). Profit margin: 6.5% (up from 6.2% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.8%. Revenue is forecast to grow 9.5% p.a. on average during the next 2 years, compared to a 18% growth forecast for the IT industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$220, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the IT industry in Asia. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$152 per share.
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.1% average weekly change).
お知らせ • Jul 30Acer E-Enabling Service Business Inc. to Report Q2, 2024 Results on Aug 06, 2024Acer E-Enabling Service Business Inc. announced that they will report Q2, 2024 results on Aug 06, 2024
Price Target Changed • Jul 28Price target decreased by 7.3% to NT$342Down from NT$369, the current price target is an average from 2 analysts. New target price is 22% above last closing price of NT$281. Stock is down 25% over the past year. The company is forecast to post earnings per share of NT$13.02 for next year compared to NT$12.10 last year.
Upcoming Dividend • Jun 27Upcoming dividend of NT$8.50 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 01 August 2024. Payout ratio is a comfortable 67% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (3.8%).
Reported Earnings • May 18First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: NT$3.45 (up from NT$2.88 in 1Q 2023). Revenue: NT$2.17b (up 20% from 1Q 2023). Net income: NT$143.1m (up 20% from 1Q 2023). Profit margin: 6.6% (in line with 1Q 2023). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 9.2%. Revenue is forecast to grow 9.5% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 23% per year.
お知らせ • May 01Acer E-Enabling Service Business Inc. to Report Q1, 2024 Results on May 07, 2024Acer E-Enabling Service Business Inc. announced that they will report Q1, 2024 results on May 07, 2024
Reported Earnings • Mar 16Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: NT$12.10 (up from NT$11.35 in FY 2022). Revenue: NT$7.55b (up 5.0% from FY 2022). Net income: NT$501.3m (up 15% from FY 2022). Profit margin: 6.6% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 2.6%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 25% per year.
お知らせ • Mar 14Acer E-Enabling Service Business Inc., Annual General Meeting, Jun 05, 2024Acer E-Enabling Service Business Inc., Annual General Meeting, Jun 05, 2024. Location: 1st Floor, Meeting Room of Acer Building in Oriental Science Park 1F, 88, Sec. 1, Xintai 5th Rd.,Xizhi Dist., New Taipei City Taiwan Agenda: To consider the Business Report for 2023; to consider Audit Committee's Review Report; to consider the report on the Execution of Profit Sharing Bonus to Employees and Compensation to the Board of Directors for the year 2023; to consider ratification Proposal of Business Report and Financial Statements for the year 2023; to consider ratification Proposal of Profit Appropriation for the year 2023; and to consider other matters.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$338, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 20x in the IT industry in Asia. Total returns to shareholders of 110% over the past three years.
Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$309, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 21x in the IT industry in Asia. Total returns to shareholders of 133% over the past year.
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: NT$3.29 (vs NT$3.30 in 3Q 2022)Third quarter 2023 results: EPS: NT$3.29. Revenue: NT$1.79b (down 3.2% from 3Q 2022). Net income: NT$136.4m (up 4.6% from 3Q 2022). Profit margin: 7.6% (up from 7.0% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Asia.
Valuation Update With 7 Day Price Move • Jul 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$300, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the IT industry in Asia. Total returns to shareholders of 62% over the past year.
Upcoming Dividend • Jun 29Upcoming dividend of NT$7.50 per share at 3.2% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 11 August 2023. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (3.8%).
Buying Opportunity • Jun 12Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be NT$283, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 34%.
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$276, the stock trades at a trailing P/E ratio of 26.1x. Average forward P/E is 20x in the IT industry in Taiwan. Total returns to shareholders of 40% over the past year.
Reported Earnings • Mar 30Full year 2022 earnings released: EPS: NT$11.35 (vs NT$7.79 in FY 2021)Full year 2022 results: EPS: NT$11.35 (up from NT$7.79 in FY 2021). Revenue: NT$7.19b (up 16% from FY 2021). Net income: NT$436.8m (up 54% from FY 2021). Profit margin: 6.1% (up from 4.6% in FY 2021). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$229, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 19x in the IT industry in Taiwan. Total returns to shareholders of 14% over the past year.
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$185, the stock trades at a trailing P/E ratio of 17.3x. Average trailing P/E is 17x in the IT industry in Taiwan. Total loss to shareholders of 8.1% over the past year.
Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: NT$3.30 (vs NT$2.35 in 3Q 2021)Third quarter 2022 results: EPS: NT$3.30 (up from NT$2.35 in 3Q 2021). Revenue: NT$1.85b (up 21% from 3Q 2021). Net income: NT$130.3m (up 52% from 3Q 2021). Profit margin: 7.0% (up from 5.6% in 3Q 2021). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$108, the stock trades at a trailing P/E ratio of 12x. Average forward P/E is 18x in the IT industry in Taiwan. Total loss to shareholders of 49% over the past year.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$136, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 15x in the IT industry in Taiwan. Total loss to shareholders of 30% over the past year.
Valuation Update With 7 Day Price Move • Jul 27Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$160, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 18x in the IT industry in Taiwan. Total loss to shareholders of 19% over the past year.
Upcoming Dividend • Jun 30Upcoming dividend of NT$5.50 per shareEligible shareholders must have bought the stock before 07 July 2022. Payment date: 12 August 2022. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (6.4%). Lower than average of industry peers (4.9%).
お知らせ • Mar 31Acer E-Enabling Service Business Inc., Annual General Meeting, Jun 14, 2022Acer E-Enabling Service Business Inc., Annual General Meeting, Jun 14, 2022.
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$240, the stock trades at a trailing P/E ratio of 36.8x. Average trailing P/E is 18x in the IT industry in Taiwan.
Valuation Update With 7 Day Price Move • Sep 06Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$235, the stock trades at a trailing P/E ratio of 36.1x. Average trailing P/E is 15x in the IT industry in Taiwan.
Reported Earnings • Aug 02First half 2021 earnings released: EPS NT$3.08 (vs NT$2.30 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: NT$3.15b (up 24% from 1H 2020). Net income: NT$112.2m (up 34% from 1H 2020). Profit margin: 3.6% (up from 3.3% in 1H 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$180, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 13x in the IT industry in Taiwan.
分析記事 • Apr 11Investors Interested In Acer e-Enabling Service Business Inc.'s (GTSM:6811) EarningsWith a price-to-earnings (or "P/E") ratio of 32.8x Acer e-Enabling Service Business Inc. ( GTSM:6811 ) may be sending...
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$175, the stock trades at a trailing P/E ratio of 30.4x. Average trailing P/E is 15x in the IT industry in Taiwan.
Reported Earnings • Mar 19Full year 2020 earnings released: EPS NT$5.74 (vs NT$3.19 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$5.42b (up 14% from FY 2019). Net income: NT$209.2m (up 96% from FY 2019). Profit margin: 3.9% (up from 2.2% in FY 2019). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$172, the stock is trading at a trailing P/E ratio of 41.8x, up from the previous P/E ratio of 36.3x. This compares to an average P/E of 15x in the IT industry in Taiwan.
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$156, the stock is trading at a trailing P/E ratio of 38x, up from the previous P/E ratio of 32.9x. This compares to an average P/E of 15x in the IT industry in Taiwan.
