View Financial HealthChannel Well TechnologyLtd 配当と自社株買い配当金 基準チェック /56Channel Well TechnologyLtd配当を支払う会社であり、現在の利回りは7.43%で、収益によって十分にカバーされています。主要情報7.4%配当利回り0.002%バイバック利回り総株主利回り7.4%将来の配当利回りn/a配当成長10.0%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向81%最近の配当と自社株買いの更新Upcoming Dividend • Aug 29Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 03 September 2025. Payment date: 03 October 2025. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.5%).Declared Dividend • Aug 15Dividend reduced to NT$4.00Dividend of NT$4.00 is 17% lower than last year. Ex-date: 3rd September 2025 Payment date: 3rd October 2025 Dividend yield will be 4.3%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Declared Dividend • Aug 14Dividend increased to NT$4.80Dividend of NT$4.80 is 104% higher than last year. Ex-date: 29th August 2024 Payment date: 26th September 2024 Dividend yield will be 7.1%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 30% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Aug 24Upcoming dividend of NT$2.35 per share at 2.9% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (4.2%).お知らせ • Aug 12Channel Well Technology Co.,Ltd. Announces Cash Dividend, Payable on September 28, 2023Channel Well Technology Co.,Ltd. announced cash dividend distribution for common shares is TWD 534,369,000 or TWD 2.35 per share will be distributed. Ex-rights (Ex-dividend) date is August 31, 2023. Ex-rights (Ex-dividend) record date is September 6, 2023. Payment date of cash dividend distribution is September 28, 2023.Upcoming Dividend • Aug 18Upcoming dividend of NT$3.25 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 21 September 2022. Payout ratio is on the higher end at 92%, and the cash payout ratio is above 100%. Trailing yield: 9.2%. Within top quartile of Taiwanese dividend payers (6.4%). Higher than average of industry peers (4.4%).すべての更新を表示Recent updatesReported Earnings • May 15First quarter 2026 earnings released: EPS: NT$0.72 (vs NT$1.85 in 1Q 2025)First quarter 2026 results: EPS: NT$0.72 (down from NT$1.85 in 1Q 2025). Revenue: NT$1.70b (down 40% from 1Q 2025). Net income: NT$163.4m (down 61% from 1Q 2025). Profit margin: 9.6% (down from 15% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year.Reported Earnings • Mar 15Full year 2025 earnings released: EPS: NT$6.07 (vs NT$5.62 in FY 2024)Full year 2025 results: EPS: NT$6.07 (up from NT$5.62 in FY 2024). Revenue: NT$10.0b (up 16% from FY 2024). Net income: NT$1.38b (up 7.9% from FY 2024). Profit margin: 14% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 13Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 24, 2026Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 24, 2026. Location: no,108, sec.1 nan k`an rd., lujhu district, taoyuan city TaiwanReported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$1.49 (vs NT$1.06 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.49 (up from NT$1.06 in 3Q 2024). Revenue: NT$2.31b (up 4.9% from 3Q 2024). Net income: NT$338.2m (up 40% from 3Q 2024). Profit margin: 15% (up from 11% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Aug 29Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 03 September 2025. Payment date: 03 October 2025. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.5%).Declared Dividend • Aug 15Dividend reduced to NT$4.00Dividend of NT$4.00 is 17% lower than last year. Ex-date: 3rd September 2025 Payment date: 3rd October 2025 Dividend yield will be 4.3%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jun 26Channel Well Technology Co.,Ltd. Elects Wei-Hui Pan as DirectorChannel Well Technology Co.,Ltd. at the Annual General Shareholders' Meeting held on June 25, 2025 elected Director: Lin Da Investment Co. Ltd.(Designate representative: Ms. Wei-Hui Pan).Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$1.85 (vs NT$1.49 in 1Q 2024)First quarter 2025 results: EPS: NT$1.85 (up from NT$1.49 in 1Q 2024). Revenue: NT$2.84b (up 42% from 1Q 2024). Net income: NT$421.3m (up 24% from 1Q 2024). Profit margin: 15% (down from 17% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 03Channel Well Technology Co.,Ltd. to Report Q1, 2025 Results on May 12, 2025Channel Well Technology Co.,Ltd. announced that they will report Q1, 2025 results on May 12, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$69.60, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 136% over the past three years.Reported Earnings • Mar 21Full year 2024 earnings released: EPS: NT$5.62 (vs NT$6.79 in FY 2023)Full year 2024 results: EPS: NT$5.62 (down from NT$6.79 in FY 2023). Revenue: NT$8.62b (down 21% from FY 2023). Net income: NT$1.28b (down 17% from FY 2023). Profit margin: 15% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 13Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 25, 2025Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 25, 2025. Location: no,108, sec.1 nan k`an rd., lujhu district, taoyuan city Taiwanお知らせ • Mar 05Channel Well Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 12, 2025Channel Well Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 12, 2025New Risk • Feb 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (96% payout ratio). Share price has been volatile over the past 3 months (6.2% average weekly change).お知らせ • Jan 14Channel Well Technology Co.,Ltd. Announces Demise of Zhu-Tao Wu, DirectorOn January 13, 2025, Channel Well Technology Co.,Ltd. announces demise of Zhu-Tao Wu, Director. Original term from June 19, 2024 ~ June 18, 2027.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$78.80, the stock trades at a trailing P/E ratio of 15.7x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 145% over the past three years.Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$1.06 (vs NT$2.53 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.06 (down from NT$2.53 in 3Q 2023). Revenue: NT$2.20b (down 30% from 3Q 2023). Net income: NT$241.1m (down 58% from 3Q 2023). Profit margin: 11% (down from 18% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 14% per year.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: NT$1.54 (vs NT$2.16 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.54 (down from NT$2.16 in 2Q 2023). Revenue: NT$2.14b (down 29% from 2Q 2023). Net income: NT$350.1m (down 29% from 2Q 2023). Profit margin: 16% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year.Declared Dividend • Aug 14Dividend increased to NT$4.80Dividend of NT$4.80 is 104% higher than last year. Ex-date: 29th August 2024 Payment date: 26th September 2024 Dividend yield will be 7.1%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 30% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Aug 13+ 1 more updateChannel Well Technology Co.,Ltd. Announces the Appointment of the 6Th Remuneration Committee MembersChannel Well Technology Co.,Ltd. announced the appointment of the 6th Remuneration Committee members resolved by the board of directors. Name of the new position holder: Mr. Dong-Rong Huang; Mr. Chung-Lung Chu; Mr. J. YT Chiou. Resume of the new position holder: Mr. Dong-Rong Huang: Independent Director,Channel Well Technology Co. Ltd. Mr. Chung-Lung Chu: Independent Director,Channel Well Technology Co. Ltd.; Mr. J. YT Chiou: Independent Director,Channel Well Technology Co. Ltd. Members of the Compensation Committee elected Mr. Dong-Rong Huang as the Convener and Chairman. Effective date of the new member of August 12, 2024.お知らせ • Aug 03Channel Well Technology Co.,Ltd. to Report Q2, 2024 Results on Aug 12, 2024Channel Well Technology Co.,Ltd. announced that they will report Q2, 2024 results on Aug 12, 2024Buy Or Sell Opportunity • Jul 22Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.8% to NT$68.50. The fair value is estimated to be NT$88.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 11%.お知らせ • Jun 20+ 1 more updateChannel Well Technology Co.,Ltd. Approves the Election of Chung-Lung Chu as Independent DirectorChannel Well Technology Co.,Ltd. approved the election of Mr. Chung-Lung Chu as Independent Director at its Annual General Shareholders' Meeting held on June 19, 2024.Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$1.49 (vs NT$1.18 in 1Q 2023)First quarter 2024 results: EPS: NT$1.49 (up from NT$1.18 in 1Q 2023). Revenue: NT$2.00b (down 11% from 1Q 2023). Net income: NT$339.4m (up 26% from 1Q 2023). Profit margin: 17% (up from 12% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 16% per year.お知らせ • May 03Channel Well Technology Co.,Ltd. to Report Q1, 2024 Results on May 08, 2024Channel Well Technology Co.,Ltd. announced that they will report Q1, 2024 results on May 08, 2024Buy Or Sell Opportunity • Apr 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.0% to NT$78.80. The fair value is estimated to be NT$65.54, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.4%.お知らせ • Mar 14Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 19, 2024Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 19, 2024. Location: Monarch Skyline Hotel at Purple Cloud Hall No. 108, Sec. 1, Nankan Rd., Luzhu Dist Taoyuan City Taiwan Agenda: To consider and report the business of 2023; to consider audit Committees review report on 2023 Financial Statements; to consider report on the 2023 employees compensation and directors remuneration; to consider report on the 2023 Distribution of Cash Dividends; and to transact such other business matters.Buy Or Sell Opportunity • Mar 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to NT$77.90. The fair value is estimated to be NT$98.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Upcoming Dividend • Aug 24Upcoming dividend of NT$2.35 per share at 2.9% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (4.2%).Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: NT$2.16 (vs NT$0.82 in 2Q 2022)Second quarter 2023 results: EPS: NT$2.16 (up from NT$0.82 in 2Q 2022). Revenue: NT$3.00b (up 78% from 2Q 2022). Net income: NT$490.5m (up 163% from 2Q 2022). Profit margin: 16% (up from 11% in 2Q 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 but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.お知らせ • Aug 12Channel Well Technology Co.,Ltd. Announces Cash Dividend, Payable on September 28, 2023Channel Well Technology Co.,Ltd. announced cash dividend distribution for common shares is TWD 534,369,000 or TWD 2.35 per share will be distributed. Ex-rights (Ex-dividend) date is August 31, 2023. Ex-rights (Ex-dividend) record date is September 6, 2023. Payment date of cash dividend distribution is September 28, 2023.Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$87.60, the stock trades at a trailing P/E ratio of 24.9x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 253% over the past three years.お知らせ • Jun 28+ 1 more updateChannel Well Technology Co.,Ltd. Appoints Members of the Audit CommitteeChannel Well Technology Co.,Ltd. appointed J. YT CHIOU/Sheng Xi Accounting Firm, CPA, HSU. FU CHIEH/Ding Shuo Certified Public Accountants, Partner Accountant, as member of the Audit Committee, effective date of the new member is June 27, 2023. Circumstances of change: new appointment. Reason for the change: Supplementary election of two independent directors at 2023 shareholders' meeting.New Risk • Jun 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.7% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$68.10, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 196% over the past three years.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$49.35, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 14x in the Electronic industry in Taiwan. Total returns to shareholders of 164% over the past three years.Reported Earnings • Mar 26Full year 2022 earnings released: EPS: NT$3.13 (vs NT$4.30 in FY 2021)Full year 2022 results: EPS: NT$3.13 (down from NT$4.30 in FY 2021). Revenue: NT$6.49b (down 36% from FY 2021). Net income: NT$710.6m (down 27% from FY 2021). Profit margin: 11% (up from 9.7% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: NT$0.85 (vs NT$1.02 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.85 (down from NT$1.02 in 3Q 2021). Revenue: NT$1.39b (down 43% from 3Q 2021). Net income: NT$193.7m (down 16% from 3Q 2021). Profit margin: 14% (up from 9.5% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Aug 18Upcoming dividend of NT$3.25 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 21 September 2022. Payout ratio is on the higher end at 92%, and the cash payout ratio is above 100%. Trailing yield: 9.2%. Within top quartile of Taiwanese dividend payers (6.4%). Higher than average of industry peers (4.4%).Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.82 (vs NT$1.05 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.82 (down from NT$1.05 in 2Q 2021). Revenue: NT$1.69b (down 38% from 2Q 2021). Net income: NT$186.9m (down 22% from 2Q 2021). Profit margin: 11% (up from 8.8% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 10Channel Well Technology Co.,Ltd. Announces Cash Dividend, Payable on September 21, 2022Channel Well Technology Co.,Ltd. announced cash dividend distribution for common shares is TWD 739,020,958 or TWD 3.25 per share will be distributed. Ex-rights (Ex-dividend) date is August 25, 2022. Ex-rights (Ex-dividend) record date is August 31, 2022. Payment date of cash dividend distribution is September 21, 2022.Reported Earnings • May 15First quarter 2022 earnings released: EPS: NT$0.79 (vs NT$1.33 in 1Q 2021)First quarter 2022 results: EPS: NT$0.79 (down from NT$1.33 in 1Q 2021). Revenue: NT$1.66b (down 39% from 1Q 2021). Net income: NT$179.2m (down 41% from 1Q 2021). Profit margin: 11% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 01Full year 2021 earnings released: EPS: NT$4.30 (vs NT$4.55 in FY 2020)Full year 2021 results: EPS: NT$4.30 (down from NT$4.55 in FY 2020). Revenue: NT$10.1b (up 34% from FY 2020). Net income: NT$978.0m (down 5.4% from FY 2020). Profit margin: 9.7% (down from 14% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Mar 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 2.8%. The fair value is estimated to be NT$49.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% per annum over the last 3 years. Earnings per share has grown by 28% per annum over the last 3 years.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$1.01 (vs NT$1.47 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$2.43b (up 9.1% from 3Q 2020). Net income: NT$230.7m (down 31% from 3Q 2020). Profit margin: 9.5% (down from 15% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$39.80, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 60% over the past three years.Upcoming Dividend • Aug 23Upcoming dividend of NT$3.15 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 30 September 2021. Trailing yield: 7.0%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (3.3%).Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS NT$1.06 (vs NT$1.12 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$2.73b (up 50% from 2Q 2020). Net income: NT$239.8m (down 5.5% from 2Q 2020). Profit margin: 8.8% (down from 14% 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 24% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$47.85, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.Reported Earnings • May 11First quarter 2021 earnings released: EPS NT$1.33 (vs NT$0.39 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.72b (up 196% from 1Q 2020). Net income: NT$303.2m (up 240% from 1Q 2020). Profit margin: 11% (up from 9.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 21% per year.Reported Earnings • Mar 25Full year 2020 earnings released: EPS NT$4.55 (vs NT$2.49 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$7.56b (up 44% from FY 2019). Net income: NT$1.03b (up 83% from FY 2019). Profit margin: 14% (up from 11% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Mar 08Does Channel Well TechnologyLtd (GTSM:3078) Have The DNA Of A Multi-Bagger?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$52.40, the stock is trading at a trailing P/E ratio of 14.5x, up from the previous P/E ratio of 12x. This compares to an average P/E of 19x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 89%.Is New 90 Day High Low • Feb 20New 90-day high: NT$47.70The company is up 9.0% from its price of NT$43.85 on 20 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 24% over the same period.分析記事 • Feb 17We Think Channel Well TechnologyLtd (GTSM:3078) Can Manage Its Debt With EaseHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Feb 02Channel Well Technology Co.,Ltd. (GTSM:3078) Is Yielding 3.1% - But Is It A Buy?Is Channel Well Technology Co.,Ltd. ( GTSM:3078 ) a good dividend stock? How can we tell? Dividend paying companies...分析記事 • Jan 03Is There More To The Story Than Channel Well TechnologyLtd's (GTSM:3078) Earnings Growth?As a general rule, we think profitable companies are less risky than companies that lose money. Having said that...Is New 90 Day High Low • Dec 28New 90-day high: NT$47.15The company is up 15% from its price of NT$41.00 on 30 September 2020. The Taiwanese market is also up 15% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Electronic industry, which is up 17% over the same period.分析記事 • Dec 18Declining Stock and Decent Financials: Is The Market Wrong About Channel Well Technology Co.,Ltd. (GTSM:3078)?Channel Well TechnologyLtd (GTSM:3078) has had a rough three months with its share price down 2.8%. However, the...分析記事 • Dec 03We Like Channel Well TechnologyLtd's (GTSM:3078) Returns And Here's How They're TrendingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...分析記事 • Nov 18Channel Well TechnologyLtd (GTSM:3078) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS NT$1.46The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$2.22b (up 54% from 3Q 2019). Net income: NT$333.2m (up 67% from 3Q 2019). Profit margin: 15% (up from 14% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.決済の安定と成長配当データの取得安定した配当: 3078の配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 3078の配当金は過去10年間にわたって増加しています。配当利回り対市場Channel Well TechnologyLtd 配当利回り対市場3078 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (3078)7.4%市場下位25% (TW)1.4%市場トップ25% (TW)4.9%業界平均 (Electronic)1.3%アナリスト予想 (3078) (最長3年)n/a注目すべき配当: 3078の配当金 ( 7.43% ) はTW市場の配当金支払者の下位 25% ( 1.44% ) よりも高くなっています。高配当: 3078の配当金 ( 7.43% ) はTW市場 ( 4.89% ) の配当支払者の中で上位 25% に入っています。株主への利益配当収益カバレッジ: 現在の配当性向（ 81.1% ）では、 3078の支払いは利益によってカバーされています。株主配当金キャッシュフローカバレッジ: 3078は合理的な 現金配当性向 ( 71% ) を備えているため、配当金の支払いはキャッシュフローによって賄われます。高配当企業の発掘7D1Y7D1Y7D1YTW 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/11 08:39終値2026/06/11 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Channel Well Technology Co.,Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Chihhao ChangSinoPac Securities Investment Service
Upcoming Dividend • Aug 29Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 03 September 2025. Payment date: 03 October 2025. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.5%).
Declared Dividend • Aug 15Dividend reduced to NT$4.00Dividend of NT$4.00 is 17% lower than last year. Ex-date: 3rd September 2025 Payment date: 3rd October 2025 Dividend yield will be 4.3%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Declared Dividend • Aug 14Dividend increased to NT$4.80Dividend of NT$4.80 is 104% higher than last year. Ex-date: 29th August 2024 Payment date: 26th September 2024 Dividend yield will be 7.1%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 30% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Aug 24Upcoming dividend of NT$2.35 per share at 2.9% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (4.2%).
お知らせ • Aug 12Channel Well Technology Co.,Ltd. Announces Cash Dividend, Payable on September 28, 2023Channel Well Technology Co.,Ltd. announced cash dividend distribution for common shares is TWD 534,369,000 or TWD 2.35 per share will be distributed. Ex-rights (Ex-dividend) date is August 31, 2023. Ex-rights (Ex-dividend) record date is September 6, 2023. Payment date of cash dividend distribution is September 28, 2023.
Upcoming Dividend • Aug 18Upcoming dividend of NT$3.25 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 21 September 2022. Payout ratio is on the higher end at 92%, and the cash payout ratio is above 100%. Trailing yield: 9.2%. Within top quartile of Taiwanese dividend payers (6.4%). Higher than average of industry peers (4.4%).
Reported Earnings • May 15First quarter 2026 earnings released: EPS: NT$0.72 (vs NT$1.85 in 1Q 2025)First quarter 2026 results: EPS: NT$0.72 (down from NT$1.85 in 1Q 2025). Revenue: NT$1.70b (down 40% from 1Q 2025). Net income: NT$163.4m (down 61% from 1Q 2025). Profit margin: 9.6% (down from 15% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year.
Reported Earnings • Mar 15Full year 2025 earnings released: EPS: NT$6.07 (vs NT$5.62 in FY 2024)Full year 2025 results: EPS: NT$6.07 (up from NT$5.62 in FY 2024). Revenue: NT$10.0b (up 16% from FY 2024). Net income: NT$1.38b (up 7.9% from FY 2024). Profit margin: 14% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 13Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 24, 2026Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 24, 2026. Location: no,108, sec.1 nan k`an rd., lujhu district, taoyuan city Taiwan
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$1.49 (vs NT$1.06 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.49 (up from NT$1.06 in 3Q 2024). Revenue: NT$2.31b (up 4.9% from 3Q 2024). Net income: NT$338.2m (up 40% from 3Q 2024). Profit margin: 15% (up from 11% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Aug 29Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 03 September 2025. Payment date: 03 October 2025. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.5%).
Declared Dividend • Aug 15Dividend reduced to NT$4.00Dividend of NT$4.00 is 17% lower than last year. Ex-date: 3rd September 2025 Payment date: 3rd October 2025 Dividend yield will be 4.3%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 26Channel Well Technology Co.,Ltd. Elects Wei-Hui Pan as DirectorChannel Well Technology Co.,Ltd. at the Annual General Shareholders' Meeting held on June 25, 2025 elected Director: Lin Da Investment Co. Ltd.(Designate representative: Ms. Wei-Hui Pan).
Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$1.85 (vs NT$1.49 in 1Q 2024)First quarter 2025 results: EPS: NT$1.85 (up from NT$1.49 in 1Q 2024). Revenue: NT$2.84b (up 42% from 1Q 2024). Net income: NT$421.3m (up 24% from 1Q 2024). Profit margin: 15% (down from 17% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 03Channel Well Technology Co.,Ltd. to Report Q1, 2025 Results on May 12, 2025Channel Well Technology Co.,Ltd. announced that they will report Q1, 2025 results on May 12, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$69.60, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 136% over the past three years.
Reported Earnings • Mar 21Full year 2024 earnings released: EPS: NT$5.62 (vs NT$6.79 in FY 2023)Full year 2024 results: EPS: NT$5.62 (down from NT$6.79 in FY 2023). Revenue: NT$8.62b (down 21% from FY 2023). Net income: NT$1.28b (down 17% from FY 2023). Profit margin: 15% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 13Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 25, 2025Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 25, 2025. Location: no,108, sec.1 nan k`an rd., lujhu district, taoyuan city Taiwan
お知らせ • Mar 05Channel Well Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 12, 2025Channel Well Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 12, 2025
New Risk • Feb 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (96% payout ratio). Share price has been volatile over the past 3 months (6.2% average weekly change).
お知らせ • Jan 14Channel Well Technology Co.,Ltd. Announces Demise of Zhu-Tao Wu, DirectorOn January 13, 2025, Channel Well Technology Co.,Ltd. announces demise of Zhu-Tao Wu, Director. Original term from June 19, 2024 ~ June 18, 2027.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$78.80, the stock trades at a trailing P/E ratio of 15.7x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 145% over the past three years.
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$1.06 (vs NT$2.53 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.06 (down from NT$2.53 in 3Q 2023). Revenue: NT$2.20b (down 30% from 3Q 2023). Net income: NT$241.1m (down 58% from 3Q 2023). Profit margin: 11% (down from 18% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 14% per year.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: NT$1.54 (vs NT$2.16 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.54 (down from NT$2.16 in 2Q 2023). Revenue: NT$2.14b (down 29% from 2Q 2023). Net income: NT$350.1m (down 29% from 2Q 2023). Profit margin: 16% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year.
Declared Dividend • Aug 14Dividend increased to NT$4.80Dividend of NT$4.80 is 104% higher than last year. Ex-date: 29th August 2024 Payment date: 26th September 2024 Dividend yield will be 7.1%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 30% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 13+ 1 more updateChannel Well Technology Co.,Ltd. Announces the Appointment of the 6Th Remuneration Committee MembersChannel Well Technology Co.,Ltd. announced the appointment of the 6th Remuneration Committee members resolved by the board of directors. Name of the new position holder: Mr. Dong-Rong Huang; Mr. Chung-Lung Chu; Mr. J. YT Chiou. Resume of the new position holder: Mr. Dong-Rong Huang: Independent Director,Channel Well Technology Co. Ltd. Mr. Chung-Lung Chu: Independent Director,Channel Well Technology Co. Ltd.; Mr. J. YT Chiou: Independent Director,Channel Well Technology Co. Ltd. Members of the Compensation Committee elected Mr. Dong-Rong Huang as the Convener and Chairman. Effective date of the new member of August 12, 2024.
お知らせ • Aug 03Channel Well Technology Co.,Ltd. to Report Q2, 2024 Results on Aug 12, 2024Channel Well Technology Co.,Ltd. announced that they will report Q2, 2024 results on Aug 12, 2024
Buy Or Sell Opportunity • Jul 22Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.8% to NT$68.50. The fair value is estimated to be NT$88.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 11%.
お知らせ • Jun 20+ 1 more updateChannel Well Technology Co.,Ltd. Approves the Election of Chung-Lung Chu as Independent DirectorChannel Well Technology Co.,Ltd. approved the election of Mr. Chung-Lung Chu as Independent Director at its Annual General Shareholders' Meeting held on June 19, 2024.
Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$1.49 (vs NT$1.18 in 1Q 2023)First quarter 2024 results: EPS: NT$1.49 (up from NT$1.18 in 1Q 2023). Revenue: NT$2.00b (down 11% from 1Q 2023). Net income: NT$339.4m (up 26% from 1Q 2023). Profit margin: 17% (up from 12% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 16% per year.
お知らせ • May 03Channel Well Technology Co.,Ltd. to Report Q1, 2024 Results on May 08, 2024Channel Well Technology Co.,Ltd. announced that they will report Q1, 2024 results on May 08, 2024
Buy Or Sell Opportunity • Apr 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.0% to NT$78.80. The fair value is estimated to be NT$65.54, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.4%.
お知らせ • Mar 14Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 19, 2024Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 19, 2024. Location: Monarch Skyline Hotel at Purple Cloud Hall No. 108, Sec. 1, Nankan Rd., Luzhu Dist Taoyuan City Taiwan Agenda: To consider and report the business of 2023; to consider audit Committees review report on 2023 Financial Statements; to consider report on the 2023 employees compensation and directors remuneration; to consider report on the 2023 Distribution of Cash Dividends; and to transact such other business matters.
Buy Or Sell Opportunity • Mar 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to NT$77.90. The fair value is estimated to be NT$98.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
Upcoming Dividend • Aug 24Upcoming dividend of NT$2.35 per share at 2.9% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (4.2%).
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: NT$2.16 (vs NT$0.82 in 2Q 2022)Second quarter 2023 results: EPS: NT$2.16 (up from NT$0.82 in 2Q 2022). Revenue: NT$3.00b (up 78% from 2Q 2022). Net income: NT$490.5m (up 163% from 2Q 2022). Profit margin: 16% (up from 11% in 2Q 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 but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
お知らせ • Aug 12Channel Well Technology Co.,Ltd. Announces Cash Dividend, Payable on September 28, 2023Channel Well Technology Co.,Ltd. announced cash dividend distribution for common shares is TWD 534,369,000 or TWD 2.35 per share will be distributed. Ex-rights (Ex-dividend) date is August 31, 2023. Ex-rights (Ex-dividend) record date is September 6, 2023. Payment date of cash dividend distribution is September 28, 2023.
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$87.60, the stock trades at a trailing P/E ratio of 24.9x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 253% over the past three years.
お知らせ • Jun 28+ 1 more updateChannel Well Technology Co.,Ltd. Appoints Members of the Audit CommitteeChannel Well Technology Co.,Ltd. appointed J. YT CHIOU/Sheng Xi Accounting Firm, CPA, HSU. FU CHIEH/Ding Shuo Certified Public Accountants, Partner Accountant, as member of the Audit Committee, effective date of the new member is June 27, 2023. Circumstances of change: new appointment. Reason for the change: Supplementary election of two independent directors at 2023 shareholders' meeting.
New Risk • Jun 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.7% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$68.10, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 196% over the past three years.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$49.35, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 14x in the Electronic industry in Taiwan. Total returns to shareholders of 164% over the past three years.
Reported Earnings • Mar 26Full year 2022 earnings released: EPS: NT$3.13 (vs NT$4.30 in FY 2021)Full year 2022 results: EPS: NT$3.13 (down from NT$4.30 in FY 2021). Revenue: NT$6.49b (down 36% from FY 2021). Net income: NT$710.6m (down 27% from FY 2021). Profit margin: 11% (up from 9.7% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: NT$0.85 (vs NT$1.02 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.85 (down from NT$1.02 in 3Q 2021). Revenue: NT$1.39b (down 43% from 3Q 2021). Net income: NT$193.7m (down 16% from 3Q 2021). Profit margin: 14% (up from 9.5% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 18Upcoming dividend of NT$3.25 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 21 September 2022. Payout ratio is on the higher end at 92%, and the cash payout ratio is above 100%. Trailing yield: 9.2%. Within top quartile of Taiwanese dividend payers (6.4%). Higher than average of industry peers (4.4%).
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.82 (vs NT$1.05 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.82 (down from NT$1.05 in 2Q 2021). Revenue: NT$1.69b (down 38% from 2Q 2021). Net income: NT$186.9m (down 22% from 2Q 2021). Profit margin: 11% (up from 8.8% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 10Channel Well Technology Co.,Ltd. Announces Cash Dividend, Payable on September 21, 2022Channel Well Technology Co.,Ltd. announced cash dividend distribution for common shares is TWD 739,020,958 or TWD 3.25 per share will be distributed. Ex-rights (Ex-dividend) date is August 25, 2022. Ex-rights (Ex-dividend) record date is August 31, 2022. Payment date of cash dividend distribution is September 21, 2022.
Reported Earnings • May 15First quarter 2022 earnings released: EPS: NT$0.79 (vs NT$1.33 in 1Q 2021)First quarter 2022 results: EPS: NT$0.79 (down from NT$1.33 in 1Q 2021). Revenue: NT$1.66b (down 39% from 1Q 2021). Net income: NT$179.2m (down 41% from 1Q 2021). Profit margin: 11% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 01Full year 2021 earnings released: EPS: NT$4.30 (vs NT$4.55 in FY 2020)Full year 2021 results: EPS: NT$4.30 (down from NT$4.55 in FY 2020). Revenue: NT$10.1b (up 34% from FY 2020). Net income: NT$978.0m (down 5.4% from FY 2020). Profit margin: 9.7% (down from 14% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Mar 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 2.8%. The fair value is estimated to be NT$49.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% per annum over the last 3 years. Earnings per share has grown by 28% per annum over the last 3 years.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$1.01 (vs NT$1.47 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$2.43b (up 9.1% from 3Q 2020). Net income: NT$230.7m (down 31% from 3Q 2020). Profit margin: 9.5% (down from 15% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$39.80, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 60% over the past three years.
Upcoming Dividend • Aug 23Upcoming dividend of NT$3.15 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 30 September 2021. Trailing yield: 7.0%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (3.3%).
Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS NT$1.06 (vs NT$1.12 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$2.73b (up 50% from 2Q 2020). Net income: NT$239.8m (down 5.5% from 2Q 2020). Profit margin: 8.8% (down from 14% 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 24% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$47.85, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.
Reported Earnings • May 11First quarter 2021 earnings released: EPS NT$1.33 (vs NT$0.39 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.72b (up 196% from 1Q 2020). Net income: NT$303.2m (up 240% from 1Q 2020). Profit margin: 11% (up from 9.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 21% per year.
Reported Earnings • Mar 25Full year 2020 earnings released: EPS NT$4.55 (vs NT$2.49 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$7.56b (up 44% from FY 2019). Net income: NT$1.03b (up 83% from FY 2019). Profit margin: 14% (up from 11% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Mar 08Does Channel Well TechnologyLtd (GTSM:3078) Have The DNA Of A Multi-Bagger?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$52.40, the stock is trading at a trailing P/E ratio of 14.5x, up from the previous P/E ratio of 12x. This compares to an average P/E of 19x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 89%.
Is New 90 Day High Low • Feb 20New 90-day high: NT$47.70The company is up 9.0% from its price of NT$43.85 on 20 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 24% over the same period.
分析記事 • Feb 17We Think Channel Well TechnologyLtd (GTSM:3078) Can Manage Its Debt With EaseHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Feb 02Channel Well Technology Co.,Ltd. (GTSM:3078) Is Yielding 3.1% - But Is It A Buy?Is Channel Well Technology Co.,Ltd. ( GTSM:3078 ) a good dividend stock? How can we tell? Dividend paying companies...
分析記事 • Jan 03Is There More To The Story Than Channel Well TechnologyLtd's (GTSM:3078) Earnings Growth?As a general rule, we think profitable companies are less risky than companies that lose money. Having said that...
Is New 90 Day High Low • Dec 28New 90-day high: NT$47.15The company is up 15% from its price of NT$41.00 on 30 September 2020. The Taiwanese market is also up 15% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Electronic industry, which is up 17% over the same period.
分析記事 • Dec 18Declining Stock and Decent Financials: Is The Market Wrong About Channel Well Technology Co.,Ltd. (GTSM:3078)?Channel Well TechnologyLtd (GTSM:3078) has had a rough three months with its share price down 2.8%. However, the...
分析記事 • Dec 03We Like Channel Well TechnologyLtd's (GTSM:3078) Returns And Here's How They're TrendingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
分析記事 • Nov 18Channel Well TechnologyLtd (GTSM:3078) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS NT$1.46The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$2.22b (up 54% from 3Q 2019). Net income: NT$333.2m (up 67% from 3Q 2019). Profit margin: 15% (up from 14% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.