ABC Taiwan Electronics（3236）株式概要ABC Taiwan Electronics Corp.は、米国、ドイツ、中国、台湾、および国際的な電子製品の製造および販売に従事している。 詳細3236 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績4/6財務の健全性4/6配当金1/6報酬過去1年間で収益は659.4%増加しました リスク分析過去5年間で収益は年間32.2%減少しました。 TW市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る3236 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$33.8597.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture03b2016201920222025202620282031Revenue NT$1.5bEarnings NT$25.0mAdvancedSet Fair ValueView all narrativesABC Taiwan Electronics Corp. 競合他社EISO EnterpriseSymbol: TPEX:5291Market cap: NT$2.5bM3 TechnologySymbol: TWSE:6799Market cap: NT$3.9bOptimax TechnologySymbol: TWSE:3051Market cap: NT$4.5bBrave C&H SupplyLtdSymbol: TPEX:6538Market cap: NT$3.2b価格と性能株価の高値、安値、推移の概要ABC Taiwan Electronics過去の株価現在の株価NT$33.8552週高値NT$38.7552週安値NT$15.20ベータ0.561ヶ月の変化9.02%3ヶ月変化22.87%1年変化102.09%3年間の変化33.98%5年間の変化53.00%IPOからの変化341.39%最新ニュースNew Risk • Apr 22New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 156% Cash payout ratio: 318% Dividend yield: 1.5% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 156% Cash payout ratio: 318% Earnings have declined by 32% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.6% average weekly change).Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$0.32 (vs NT$0.042 in FY 2024)Full year 2025 results: EPS: NT$0.32 (up from NT$0.042 in FY 2024). Revenue: NT$2.07b (up 11% from FY 2024). Net income: NT$33.8m (up NT$29.3m from FY 2024). Profit margin: 1.6% (up from 0.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.お知らせ • Mar 13ABC Taiwan Electronics Corp., Annual General Meeting, Jun 09, 2026ABC Taiwan Electronics Corp., Annual General Meeting, Jun 09, 2026. Location: 1 floor no,98 ln.298, huan tung rd., yangmei district, taoyuan city TaiwanReported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$0.31 (vs NT$0.059 loss in 3Q 2024)Third quarter 2025 results: EPS: NT$0.31 (up from NT$0.059 loss in 3Q 2024). Revenue: NT$551.2m (up 5.3% from 3Q 2024). Net income: NT$32.9m (up NT$39.2m from 3Q 2024). Profit margin: 6.0% (up from net loss in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 108 percentage points per year, which is a significant difference in performance.New Risk • Oct 17New 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 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 20% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Market cap is less than US$100m (NT$2.14b market cap, or US$69.8m).Reported Earnings • Aug 17Second quarter 2025 earnings released: NT$0.19 loss per share (vs NT$0.13 profit in 2Q 2024)Second quarter 2025 results: NT$0.19 loss per share (down from NT$0.13 profit in 2Q 2024). Revenue: NT$527.5m (up 16% from 2Q 2024). Net loss: NT$20.2m (down 249% from profit in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.最新情報をもっと見るRecent updatesNew Risk • Apr 22New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 156% Cash payout ratio: 318% Dividend yield: 1.5% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 156% Cash payout ratio: 318% Earnings have declined by 32% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.6% average weekly change).Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$0.32 (vs NT$0.042 in FY 2024)Full year 2025 results: EPS: NT$0.32 (up from NT$0.042 in FY 2024). Revenue: NT$2.07b (up 11% from FY 2024). Net income: NT$33.8m (up NT$29.3m from FY 2024). Profit margin: 1.6% (up from 0.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.お知らせ • Mar 13ABC Taiwan Electronics Corp., Annual General Meeting, Jun 09, 2026ABC Taiwan Electronics Corp., Annual General Meeting, Jun 09, 2026. Location: 1 floor no,98 ln.298, huan tung rd., yangmei district, taoyuan city TaiwanReported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$0.31 (vs NT$0.059 loss in 3Q 2024)Third quarter 2025 results: EPS: NT$0.31 (up from NT$0.059 loss in 3Q 2024). Revenue: NT$551.2m (up 5.3% from 3Q 2024). Net income: NT$32.9m (up NT$39.2m from 3Q 2024). Profit margin: 6.0% (up from net loss in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 108 percentage points per year, which is a significant difference in performance.New Risk • Oct 17New 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 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 20% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Market cap is less than US$100m (NT$2.14b market cap, or US$69.8m).Reported Earnings • Aug 17Second quarter 2025 earnings released: NT$0.19 loss per share (vs NT$0.13 profit in 2Q 2024)Second quarter 2025 results: NT$0.19 loss per share (down from NT$0.13 profit in 2Q 2024). Revenue: NT$527.5m (up 16% from 2Q 2024). Net loss: NT$20.2m (down 249% from profit in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.Declared Dividend • Aug 11Dividend increased to NT$0.35Dividend of NT$0.35 is 59% higher than last year. Ex-date: 26th August 2025 Payment date: 24th September 2025 Dividend yield will be 2.1%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (185% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 106% to bring the payout ratio under control, which is more than the 14% EPS growth achieved over the last 5 years.Reported Earnings • May 16First quarter 2025 earnings released: EPS: NT$0 (vs NT$0.15 loss in 1Q 2024)First quarter 2025 results: EPS: NT$0 (improved from NT$0.15 loss in 1Q 2024). Revenue: NT$450.0m (up 1.5% from 1Q 2024). Net loss: NT$18.0k (loss narrowed 100% from 1Q 2024). Profit margin: 0% (up from net loss in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.お知らせ • May 01ABC Taiwan Electronics Corp. to Report Q1, 2025 Results on May 09, 2025ABC Taiwan Electronics Corp. announced that they will report Q1, 2025 results on May 09, 2025New Risk • Apr 01New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Dividend per share is over 8x earnings per share. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Dividend per share is over 8x earnings per share. Paying a dividend despite having no free cash flows. Earnings have declined by 3.5% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin). Market cap is less than US$100m (NT$1.88b market cap, or US$56.5m).New Risk • Mar 19New major risk - Revenue and earnings growthEarnings have declined by 3.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.5% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (0.2% net profit margin). Market cap is less than US$100m (NT$2.03b market cap, or US$61.3m).Reported Earnings • Mar 19Full year 2024 earnings released: EPS: NT$0.04 (vs NT$0.36 in FY 2023)Full year 2024 results: EPS: NT$0.04 (down from NT$0.36 in FY 2023). Revenue: NT$1.86b (down 6.4% from FY 2023). Net income: NT$4.45m (down 88% from FY 2023). Profit margin: 0.2% (down from 1.9% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Mar 13ABC Taiwan Electronics Corp., Annual General Meeting, Jun 05, 2025ABC Taiwan Electronics Corp., Annual General Meeting, Jun 05, 2025, at 09:00 Taipei Standard Time. Location: 1 floor no,98 ln.298, huan tung rd., yangmei district, taoyuan city Taiwanお知らせ • Feb 20ABC Taiwan Electronics Corp. to Report Q4, 2024 Results on Mar 10, 2025ABC Taiwan Electronics Corp. announced that they will report Q4, 2024 results on Mar 10, 2025Reported Earnings • Nov 18Third quarter 2024 earnings released: NT$0.06 loss per share (vs NT$0.12 profit in 3Q 2023)Third quarter 2024 results: NT$0.06 loss per share (down from NT$0.12 profit in 3Q 2023). Revenue: NT$523.4m (up 9.0% from 3Q 2023). Net loss: NT$6.20m (down 148% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Nov 01ABC Taiwan Electronics Corp. to Report Q3, 2024 Results on Nov 08, 2024ABC Taiwan Electronics Corp. announced that they will report Q3, 2024 results on Nov 08, 2024Upcoming Dividend • Aug 20Upcoming dividend of NT$0.22 per shareEligible shareholders must have bought the stock before 27 August 2024. Payment date: 26 September 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Taiwanese dividend payers (4.4%). Lower than average of industry peers (2.8%).Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: NT$0.13 (vs NT$0.11 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.13 (up from NT$0.11 in 2Q 2023). Revenue: NT$456.6m (down 4.5% from 2Q 2023). Net income: NT$13.6m (up 19% from 2Q 2023). Profit margin: 3.0% (up from 2.4% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Aug 08ABC Taiwan Electronics Corp. to Report Q2, 2024 Results on Aug 09, 2024ABC Taiwan Electronics Corp. announced that they will report Q2, 2024 results on Aug 09, 2024Reported Earnings • May 19First quarter 2024 earnings released: NT$0.15 loss per share (vs NT$0.31 profit in 1Q 2023)First quarter 2024 results: NT$0.15 loss per share (down from NT$0.31 profit in 1Q 2023). Revenue: NT$443.3m (down 30% from 1Q 2023). Net loss: NT$15.4m (down 147% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.お知らせ • May 02ABC Taiwan Electronics Corp. to Report Q1, 2024 Results on May 09, 2024ABC Taiwan Electronics Corp. announced that they will report Q1, 2024 results on May 09, 2024Reported Earnings • Mar 14Full year 2023 earnings released: EPS: NT$0.36 (vs NT$1.98 in FY 2022)Full year 2023 results: EPS: NT$0.36 (down from NT$1.98 in FY 2022). Revenue: NT$1.99b (down 34% from FY 2022). Net income: NT$37.4m (down 82% from FY 2022). Profit margin: 1.9% (down from 6.9% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Mar 12ABC Taiwan Electronics Corp., Annual General Meeting, Jun 03, 2024ABC Taiwan Electronics Corp., Annual General Meeting, Jun 03, 2024. Location: No. 422,Sec. 1, Yanghu Rd., Yangmei Dist., Taoyuan City, Taiwan (R.O.C.) Taoyuan City Taiwan Agenda: To discuss 2023 Business Report; to discuss Audit Committee's review of the 2023 annual final accounting books and statements; to discuss Report on 2023 employees' and directors remuneration; and to discuss other matters.Upcoming Dividend • Sep 18Upcoming dividend of NT$0.24 per share at 0.9% yieldEligible shareholders must have bought the stock before 25 September 2023. Payment date: 26 October 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (4.1%).Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: NT$0.12 (vs NT$0.48 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.12 (down from NT$0.48 in 2Q 2022). Revenue: NT$478.1m (down 38% from 2Q 2022). Net income: NT$11.5m (down 74% from 2Q 2022). Profit margin: 2.4% (down from 5.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 11+ 1 more updateABC Taiwan Electronics Corp. Announces Resignation of Lan-Fen Wang as Independent DirectorABC Taiwan Electronics Corp. announced the resignation of Lan-Fen Wang as Independent Director due to personal career planning.Buying Opportunity • Jul 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.2%. The fair value is estimated to be NT$35.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 59%.Buying Opportunity • Jun 12Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 6.0%. The fair value is estimated to be NT$35.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 59%.Buying Opportunity • May 26Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be NT$35.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 59%.Reported Earnings • Mar 24Full year 2022 earnings releasedFull year 2022 results: Revenue: NT$3.03b (up 22% from FY 2021). Net income: NT$208.0m (up 120% from FY 2021). Profit margin: 6.9% (up from 3.8% in FY 2021). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$24.85, the stock trades at a trailing P/E ratio of 18.4x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 28% over the past three years.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$24.20, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 15% over the past three years.Upcoming Dividend • Aug 19Upcoming dividend of NT$0.60 per shareEligible shareholders must have bought the stock before 26 August 2022. Payment date: 28 September 2022. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Taiwanese dividend payers (6.5%). Lower than average of industry peers (4.4%).Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.48 (vs NT$0.28 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.48 (up from NT$0.28 in 2Q 2021). Revenue: NT$759.2m (up 23% from 2Q 2021). Net income: NT$44.8m (up 69% from 2Q 2021). Profit margin: 5.9% (up from 4.3% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$20.25, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 10.0% over the past three years.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.27 (vs NT$0.44 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$647.0m (up 5.4% from 3Q 2020). Net income: NT$25.3m (down 38% from 3Q 2020). Profit margin: 3.9% (down from 6.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$26.80, the stock trades at a trailing P/E ratio of 26.1x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 35% over the past three years.Upcoming Dividend • Aug 23Upcoming dividend of NT$0.65 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 30 September 2021. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.3%).Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS NT$0.28 (vs NT$0.35 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$618.5m (up 9.3% from 2Q 2020). Net income: NT$26.5m (down 19% from 2Q 2020). Profit margin: 4.3% (down from 5.8% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$30.80, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total loss to shareholders of 32% over the past three years.Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to NT$25.05, the stock trades at a trailing P/E ratio of 31.5x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total loss to shareholders of 32% over the past three years.分析記事 • Apr 26Zooming in on GTSM:3236's 1.9% Dividend YieldDividend paying stocks like ABC Taiwan Electronics Corp. ( GTSM:3236 ) tend to be popular with investors, and for good...Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$32.20, the stock trades at a trailing P/E ratio of 40.5x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total loss to shareholders of 20% over the past three years.Reported Earnings • Mar 28Full year 2020 earnings released: EPS NT$0.79 (vs NT$0.46 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$2.02b (up 11% from FY 2019). Net income: NT$73.9m (up 72% from FY 2019). Profit margin: 3.7% (up from 2.4% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.分析記事 • Mar 20Here's Why ABC Taiwan Electronics (GTSM:3236) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Mar 12ABC Taiwan Electronics Corp., Annual General Meeting, May 31, 2021ABC Taiwan Electronics Corp., Annual General Meeting, May 31, 2021.分析記事 • Mar 01Did You Miss ABC Taiwan Electronics' (GTSM:3236) Impressive 186% Share Price Gain?The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$27.40, the stock is trading at a trailing P/E ratio of 46.3x, up from the previous P/E ratio of 39.5x. This compares to an average P/E of 19x in the Electronic industry in Taiwan. Total return to shareholders over the past three years is a loss of 22%.分析記事 • Feb 11Will the Promising Trends At ABC Taiwan Electronics (GTSM:3236) Continue?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...分析記事 • Jan 24Is ABC Taiwan Electronics Corp. (GTSM:3236) At Risk Of Cutting Its Dividend?Dividend paying stocks like ABC Taiwan Electronics Corp. ( GTSM:3236 ) tend to be popular with investors, and for good...分析記事 • Jan 06ABC Taiwan Electronics Corp.'s (GTSM:3236) Stock Is Rallying But Financials Look Ambiguous: Will The Momentum Continue?Most readers would already be aware that ABC Taiwan Electronics' (GTSM:3236) stock increased significantly by 36% over...Is New 90 Day High Low • Dec 30New 90-day high: NT$27.45The company is up 31% from its price of NT$21.00 on 30 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 16% over the same period.分析記事 • Dec 19ABC Taiwan Electronics (GTSM:3236) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Dec 01Did You Miss ABC Taiwan Electronics' (GTSM:3236) Impressive 165% Share Price Gain?When you buy a stock there is always a possibility that it could drop 100%. But on the bright side, you can make far...Is New 90 Day High Low • Nov 24New 90-day high: NT$25.30The company is up 14% from its price of NT$22.15 on 26 August 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 4.0% over the same period.Valuation Update With 7 Day Price Move • Nov 24Market bids up stock over the past weekAfter last week's 20% share price gain to NT$25.30, the stock is trading at a trailing P/E ratio of 42.7x, up from the previous P/E ratio of 35.6x. This compares to an average P/E of 16x in the Electronic industry in Taiwan. Total return to shareholders over the past three years is a loss of 25%.Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$0.44The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$613.9m (up 42% from 3Q 2019). Net income: NT$40.8m (up NT$34.7m from 3Q 2019). Profit margin: 6.6% (up from 1.4% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.株主還元3236TW ElectronicTW 市場7D13.8%6.6%4.8%1Y102.1%196.6%99.7%株主還元を見る業界別リターン: 3236過去 1 年間で196.6 % の収益を上げたTW Electronic業界を下回りました。リターン対市場: 3236過去 1 年間で99.7 % の収益を上げたTW市場を上回りました。価格変動Is 3236's price volatile compared to industry and market?3236 volatility3236 Average Weekly Movement9.5%Electronic Industry Average Movement7.9%Market Average Movement6.0%10% most volatile stocks in TW Market12.2%10% least volatile stocks in TW Market2.5%安定した株価: 3236の株価は、 TW市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 3236の weekly volatility ( 10% ) は過去 1 年間安定していますが、依然としてTWの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1979n/aJoseph Xuwww.atec-group.comABC台湾電子有限公司は、米国、ドイツ、中国、台湾、および国際的な電子製品の製造および販売に従事しています。同社は、チップインダクタ、パワーインダクタ、フィルター誘導部品、トランス、マイクロ多孔質セラミックヒートシンク、各種精密金属プレス部品、LED照明器具、およびその他の関連製品を提供しています。同社の製品は、エレクトロニクス製品、通信用エレクトロニクス製品、コンピューターおよびコンピューター周辺機器、産業用エレクトロニクス機器、車載用エレクトロニクス機器のアプリケーション、およびその他の回路に使用されている。ABC台湾電子股份有限公司は1979年に設立され、台湾桃園市に本社を置く。もっと見るABC Taiwan Electronics Corp. 基礎のまとめABC Taiwan Electronics の収益と売上を時価総額と比較するとどうか。3236 基礎統計学時価総額NT$3.42b収益（TTM）NT$33.76m売上高(TTM)NT$2.07b105.3xPER（株価収益率1.7xP/Sレシオ3236 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3236 損益計算書（TTM）収益NT$2.07b売上原価NT$1.54b売上総利益NT$523.10mその他の費用NT$489.34m収益NT$33.76m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.32グロス・マージン25.30%純利益率1.63%有利子負債／自己資本比率65.4%3236 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1.5%現在の配当利回り156%配当性向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2026/05/08 09:27終値2026/05/08 00:00収益2025/12/31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ABC Taiwan Electronics Corp. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
New Risk • Apr 22New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 156% Cash payout ratio: 318% Dividend yield: 1.5% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 156% Cash payout ratio: 318% Earnings have declined by 32% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.6% average weekly change).
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$0.32 (vs NT$0.042 in FY 2024)Full year 2025 results: EPS: NT$0.32 (up from NT$0.042 in FY 2024). Revenue: NT$2.07b (up 11% from FY 2024). Net income: NT$33.8m (up NT$29.3m from FY 2024). Profit margin: 1.6% (up from 0.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 13ABC Taiwan Electronics Corp., Annual General Meeting, Jun 09, 2026ABC Taiwan Electronics Corp., Annual General Meeting, Jun 09, 2026. Location: 1 floor no,98 ln.298, huan tung rd., yangmei district, taoyuan city Taiwan
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$0.31 (vs NT$0.059 loss in 3Q 2024)Third quarter 2025 results: EPS: NT$0.31 (up from NT$0.059 loss in 3Q 2024). Revenue: NT$551.2m (up 5.3% from 3Q 2024). Net income: NT$32.9m (up NT$39.2m from 3Q 2024). Profit margin: 6.0% (up from net loss in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 108 percentage points per year, which is a significant difference in performance.
New Risk • Oct 17New 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 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 20% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Market cap is less than US$100m (NT$2.14b market cap, or US$69.8m).
Reported Earnings • Aug 17Second quarter 2025 earnings released: NT$0.19 loss per share (vs NT$0.13 profit in 2Q 2024)Second quarter 2025 results: NT$0.19 loss per share (down from NT$0.13 profit in 2Q 2024). Revenue: NT$527.5m (up 16% from 2Q 2024). Net loss: NT$20.2m (down 249% from profit in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
New Risk • Apr 22New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 156% Cash payout ratio: 318% Dividend yield: 1.5% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 156% Cash payout ratio: 318% Earnings have declined by 32% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.6% average weekly change).
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$0.32 (vs NT$0.042 in FY 2024)Full year 2025 results: EPS: NT$0.32 (up from NT$0.042 in FY 2024). Revenue: NT$2.07b (up 11% from FY 2024). Net income: NT$33.8m (up NT$29.3m from FY 2024). Profit margin: 1.6% (up from 0.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 13ABC Taiwan Electronics Corp., Annual General Meeting, Jun 09, 2026ABC Taiwan Electronics Corp., Annual General Meeting, Jun 09, 2026. Location: 1 floor no,98 ln.298, huan tung rd., yangmei district, taoyuan city Taiwan
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$0.31 (vs NT$0.059 loss in 3Q 2024)Third quarter 2025 results: EPS: NT$0.31 (up from NT$0.059 loss in 3Q 2024). Revenue: NT$551.2m (up 5.3% from 3Q 2024). Net income: NT$32.9m (up NT$39.2m from 3Q 2024). Profit margin: 6.0% (up from net loss in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 108 percentage points per year, which is a significant difference in performance.
New Risk • Oct 17New 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 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 20% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Market cap is less than US$100m (NT$2.14b market cap, or US$69.8m).
Reported Earnings • Aug 17Second quarter 2025 earnings released: NT$0.19 loss per share (vs NT$0.13 profit in 2Q 2024)Second quarter 2025 results: NT$0.19 loss per share (down from NT$0.13 profit in 2Q 2024). Revenue: NT$527.5m (up 16% from 2Q 2024). Net loss: NT$20.2m (down 249% from profit in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
Declared Dividend • Aug 11Dividend increased to NT$0.35Dividend of NT$0.35 is 59% higher than last year. Ex-date: 26th August 2025 Payment date: 24th September 2025 Dividend yield will be 2.1%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (185% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 106% to bring the payout ratio under control, which is more than the 14% EPS growth achieved over the last 5 years.
Reported Earnings • May 16First quarter 2025 earnings released: EPS: NT$0 (vs NT$0.15 loss in 1Q 2024)First quarter 2025 results: EPS: NT$0 (improved from NT$0.15 loss in 1Q 2024). Revenue: NT$450.0m (up 1.5% from 1Q 2024). Net loss: NT$18.0k (loss narrowed 100% from 1Q 2024). Profit margin: 0% (up from net loss in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
お知らせ • May 01ABC Taiwan Electronics Corp. to Report Q1, 2025 Results on May 09, 2025ABC Taiwan Electronics Corp. announced that they will report Q1, 2025 results on May 09, 2025
New Risk • Apr 01New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Dividend per share is over 8x earnings per share. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Dividend per share is over 8x earnings per share. Paying a dividend despite having no free cash flows. Earnings have declined by 3.5% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin). Market cap is less than US$100m (NT$1.88b market cap, or US$56.5m).
New Risk • Mar 19New major risk - Revenue and earnings growthEarnings have declined by 3.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.5% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (0.2% net profit margin). Market cap is less than US$100m (NT$2.03b market cap, or US$61.3m).
Reported Earnings • Mar 19Full year 2024 earnings released: EPS: NT$0.04 (vs NT$0.36 in FY 2023)Full year 2024 results: EPS: NT$0.04 (down from NT$0.36 in FY 2023). Revenue: NT$1.86b (down 6.4% from FY 2023). Net income: NT$4.45m (down 88% from FY 2023). Profit margin: 0.2% (down from 1.9% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 13ABC Taiwan Electronics Corp., Annual General Meeting, Jun 05, 2025ABC Taiwan Electronics Corp., Annual General Meeting, Jun 05, 2025, at 09:00 Taipei Standard Time. Location: 1 floor no,98 ln.298, huan tung rd., yangmei district, taoyuan city Taiwan
お知らせ • Feb 20ABC Taiwan Electronics Corp. to Report Q4, 2024 Results on Mar 10, 2025ABC Taiwan Electronics Corp. announced that they will report Q4, 2024 results on Mar 10, 2025
Reported Earnings • Nov 18Third quarter 2024 earnings released: NT$0.06 loss per share (vs NT$0.12 profit in 3Q 2023)Third quarter 2024 results: NT$0.06 loss per share (down from NT$0.12 profit in 3Q 2023). Revenue: NT$523.4m (up 9.0% from 3Q 2023). Net loss: NT$6.20m (down 148% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 01ABC Taiwan Electronics Corp. to Report Q3, 2024 Results on Nov 08, 2024ABC Taiwan Electronics Corp. announced that they will report Q3, 2024 results on Nov 08, 2024
Upcoming Dividend • Aug 20Upcoming dividend of NT$0.22 per shareEligible shareholders must have bought the stock before 27 August 2024. Payment date: 26 September 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Taiwanese dividend payers (4.4%). Lower than average of industry peers (2.8%).
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: NT$0.13 (vs NT$0.11 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.13 (up from NT$0.11 in 2Q 2023). Revenue: NT$456.6m (down 4.5% from 2Q 2023). Net income: NT$13.6m (up 19% from 2Q 2023). Profit margin: 3.0% (up from 2.4% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 08ABC Taiwan Electronics Corp. to Report Q2, 2024 Results on Aug 09, 2024ABC Taiwan Electronics Corp. announced that they will report Q2, 2024 results on Aug 09, 2024
Reported Earnings • May 19First quarter 2024 earnings released: NT$0.15 loss per share (vs NT$0.31 profit in 1Q 2023)First quarter 2024 results: NT$0.15 loss per share (down from NT$0.31 profit in 1Q 2023). Revenue: NT$443.3m (down 30% from 1Q 2023). Net loss: NT$15.4m (down 147% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.
お知らせ • May 02ABC Taiwan Electronics Corp. to Report Q1, 2024 Results on May 09, 2024ABC Taiwan Electronics Corp. announced that they will report Q1, 2024 results on May 09, 2024
Reported Earnings • Mar 14Full year 2023 earnings released: EPS: NT$0.36 (vs NT$1.98 in FY 2022)Full year 2023 results: EPS: NT$0.36 (down from NT$1.98 in FY 2022). Revenue: NT$1.99b (down 34% from FY 2022). Net income: NT$37.4m (down 82% from FY 2022). Profit margin: 1.9% (down from 6.9% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Mar 12ABC Taiwan Electronics Corp., Annual General Meeting, Jun 03, 2024ABC Taiwan Electronics Corp., Annual General Meeting, Jun 03, 2024. Location: No. 422,Sec. 1, Yanghu Rd., Yangmei Dist., Taoyuan City, Taiwan (R.O.C.) Taoyuan City Taiwan Agenda: To discuss 2023 Business Report; to discuss Audit Committee's review of the 2023 annual final accounting books and statements; to discuss Report on 2023 employees' and directors remuneration; and to discuss other matters.
Upcoming Dividend • Sep 18Upcoming dividend of NT$0.24 per share at 0.9% yieldEligible shareholders must have bought the stock before 25 September 2023. Payment date: 26 October 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (4.1%).
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: NT$0.12 (vs NT$0.48 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.12 (down from NT$0.48 in 2Q 2022). Revenue: NT$478.1m (down 38% from 2Q 2022). Net income: NT$11.5m (down 74% from 2Q 2022). Profit margin: 2.4% (down from 5.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 11+ 1 more updateABC Taiwan Electronics Corp. Announces Resignation of Lan-Fen Wang as Independent DirectorABC Taiwan Electronics Corp. announced the resignation of Lan-Fen Wang as Independent Director due to personal career planning.
Buying Opportunity • Jul 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.2%. The fair value is estimated to be NT$35.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 59%.
Buying Opportunity • Jun 12Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 6.0%. The fair value is estimated to be NT$35.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 59%.
Buying Opportunity • May 26Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be NT$35.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 59%.
Reported Earnings • Mar 24Full year 2022 earnings releasedFull year 2022 results: Revenue: NT$3.03b (up 22% from FY 2021). Net income: NT$208.0m (up 120% from FY 2021). Profit margin: 6.9% (up from 3.8% in FY 2021). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$24.85, the stock trades at a trailing P/E ratio of 18.4x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 28% over the past three years.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$24.20, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 15% over the past three years.
Upcoming Dividend • Aug 19Upcoming dividend of NT$0.60 per shareEligible shareholders must have bought the stock before 26 August 2022. Payment date: 28 September 2022. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Taiwanese dividend payers (6.5%). Lower than average of industry peers (4.4%).
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.48 (vs NT$0.28 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.48 (up from NT$0.28 in 2Q 2021). Revenue: NT$759.2m (up 23% from 2Q 2021). Net income: NT$44.8m (up 69% from 2Q 2021). Profit margin: 5.9% (up from 4.3% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$20.25, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 10.0% over the past three years.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.27 (vs NT$0.44 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$647.0m (up 5.4% from 3Q 2020). Net income: NT$25.3m (down 38% from 3Q 2020). Profit margin: 3.9% (down from 6.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$26.80, the stock trades at a trailing P/E ratio of 26.1x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 35% over the past three years.
Upcoming Dividend • Aug 23Upcoming dividend of NT$0.65 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 30 September 2021. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.3%).
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS NT$0.28 (vs NT$0.35 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$618.5m (up 9.3% from 2Q 2020). Net income: NT$26.5m (down 19% from 2Q 2020). Profit margin: 4.3% (down from 5.8% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$30.80, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total loss to shareholders of 32% over the past three years.
Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to NT$25.05, the stock trades at a trailing P/E ratio of 31.5x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total loss to shareholders of 32% over the past three years.
分析記事 • Apr 26Zooming in on GTSM:3236's 1.9% Dividend YieldDividend paying stocks like ABC Taiwan Electronics Corp. ( GTSM:3236 ) tend to be popular with investors, and for good...
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$32.20, the stock trades at a trailing P/E ratio of 40.5x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total loss to shareholders of 20% over the past three years.
Reported Earnings • Mar 28Full year 2020 earnings released: EPS NT$0.79 (vs NT$0.46 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$2.02b (up 11% from FY 2019). Net income: NT$73.9m (up 72% from FY 2019). Profit margin: 3.7% (up from 2.4% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 20Here's Why ABC Taiwan Electronics (GTSM:3236) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Mar 12ABC Taiwan Electronics Corp., Annual General Meeting, May 31, 2021ABC Taiwan Electronics Corp., Annual General Meeting, May 31, 2021.
分析記事 • Mar 01Did You Miss ABC Taiwan Electronics' (GTSM:3236) Impressive 186% Share Price Gain?The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$27.40, the stock is trading at a trailing P/E ratio of 46.3x, up from the previous P/E ratio of 39.5x. This compares to an average P/E of 19x in the Electronic industry in Taiwan. Total return to shareholders over the past three years is a loss of 22%.
分析記事 • Feb 11Will the Promising Trends At ABC Taiwan Electronics (GTSM:3236) Continue?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
分析記事 • Jan 24Is ABC Taiwan Electronics Corp. (GTSM:3236) At Risk Of Cutting Its Dividend?Dividend paying stocks like ABC Taiwan Electronics Corp. ( GTSM:3236 ) tend to be popular with investors, and for good...
分析記事 • Jan 06ABC Taiwan Electronics Corp.'s (GTSM:3236) Stock Is Rallying But Financials Look Ambiguous: Will The Momentum Continue?Most readers would already be aware that ABC Taiwan Electronics' (GTSM:3236) stock increased significantly by 36% over...
Is New 90 Day High Low • Dec 30New 90-day high: NT$27.45The company is up 31% from its price of NT$21.00 on 30 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 16% over the same period.
分析記事 • Dec 19ABC Taiwan Electronics (GTSM:3236) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Dec 01Did You Miss ABC Taiwan Electronics' (GTSM:3236) Impressive 165% Share Price Gain?When you buy a stock there is always a possibility that it could drop 100%. But on the bright side, you can make far...
Is New 90 Day High Low • Nov 24New 90-day high: NT$25.30The company is up 14% from its price of NT$22.15 on 26 August 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 4.0% over the same period.
Valuation Update With 7 Day Price Move • Nov 24Market bids up stock over the past weekAfter last week's 20% share price gain to NT$25.30, the stock is trading at a trailing P/E ratio of 42.7x, up from the previous P/E ratio of 35.6x. This compares to an average P/E of 16x in the Electronic industry in Taiwan. Total return to shareholders over the past three years is a loss of 25%.
Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$0.44The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$613.9m (up 42% from 3Q 2019). Net income: NT$40.8m (up NT$34.7m from 3Q 2019). Profit margin: 6.6% (up from 1.4% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
