View Past PerformanceICP Das バランスシートの健全性財務の健全性 基準チェック /66ICP Dasの総株主資本はNT$1.5B 、総負債はNT$20.0Mで、負債比率は1.3%となります。総資産と総負債はそれぞれNT$1.8BとNT$358.1Mです。 ICP Dasの EBIT はNT$240.3Mで、利息カバレッジ比率-521.2です。現金および短期投資はNT$247.7Mです。主要情報1.35%負債資本比率NT$20.00m負債インタレスト・カバレッジ・レシオ-521.2x現金NT$247.68mエクイティNT$1.48b負債合計NT$358.14m総資産NT$1.84b財務の健全性に関する最新情報分析記事 • Mar 01Is ICP Das (GTSM:3577) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Nov 28Is ICP Das (GTSM:3577) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$108, the stock trades at a trailing P/E ratio of 36.3x. Average trailing P/E is 33x in the Electronic industry in Taiwan. Total returns to shareholders of 64% over the past three years.Reported Earnings • May 11First quarter 2026 earnings released: EPS: NT$1.00 (vs NT$0.78 in 1Q 2025)First quarter 2026 results: EPS: NT$1.00 (up from NT$0.78 in 1Q 2025). Revenue: NT$387.4m (up 23% from 1Q 2025). Net income: NT$94.1m (up 90% from 1Q 2025). Profit margin: 24% (up from 16% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$73.40, the stock trades at a trailing P/E ratio of 31.9x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 6.4% over the past three years.お知らせ • Mar 13ICP Das Co., Ltd., Annual General Meeting, Jun 17, 2026ICP Das Co., Ltd., Annual General Meeting, Jun 17, 2026. Location: 1 floor no,111, kuang fu n. rd., hukou township, hsinchu county TaiwanReported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$2.37 (vs NT$1.62 in FY 2024)Full year 2025 results: EPS: NT$2.37 (up from NT$1.62 in FY 2024). Revenue: NT$1.17b (up 9.4% from FY 2024). Net income: NT$151.8m (up 46% from FY 2024). Profit margin: 13% (up from 9.7% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% 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.Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: NT$0.42 (vs NT$0.85 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.42 (down from NT$0.85 in 3Q 2024). Revenue: NT$258.7m (down 20% from 3Q 2024). Net income: NT$27.0m (down 51% from 3Q 2024). Profit margin: 11% (down from 17% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% 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.Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: NT$0.53 (vs NT$0.42 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.53 (up from NT$0.42 in 2Q 2024). Revenue: NT$293.1m (up 17% from 2Q 2024). Net income: NT$34.2m (up 27% from 2Q 2024). Profit margin: 12% (up from 11% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.New Risk • Jul 11New 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 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (156% payout ratio). Share price has been volatile over the past 3 months (6.7% average weekly change).Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$72.90, the stock trades at a trailing P/E ratio of 33.5x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 26% over the past three years.Declared Dividend • Jun 22Dividend increased to NT$1.50Dividend of NT$1.50 is 50% higher than last year. Ex-date: 10th July 2025 Payment date: 8th August 2025 Dividend yield will be 2.6%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (156% earnings payout ratio). However, it is covered by cash flows (67% cash payout ratio). The dividend has increased by an average of 11% 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 74% to bring the payout ratio under control, which is more than the 23% EPS growth achieved over the last 5 years.お知らせ • Jun 20+ 4 more updatesIcp Das Co., Ltd Announces Sustainability Committee Changes, Effective from June 19, 2025ICP Das Co., Ltd. announced Sustainability Committee Members. Name of the previous position holder: YEH,NAI-TI CHENG,SHU-FA FU,KUO-CHUN Resume of the previous position holder: YEH,NAI-TI, Chairperson, ICP DAS CO., Ltd. CHENG,SHU-FA, President, ICP DAS CO., Ltd. FU,KUO-CHUN, Director, Production Management Division, ICP DAS CO., Ltd. Name of the new position holder: CHEN,SHAO-CHI CHAO,YU HSUEH,SHOU-HUNG LIN,SHIH-YI. Resume of the new position holder: CHEN,SHAO-CHI,Chair, Life Member Affinity Group, IEEE Taipei Section CHAO,YU, Associate Professor, Department of Business Administration, Chung Hua University HSUEH,SHOU-HUNG, CPA, MacroView Accounting Firm. LIN, SHIH-YI, Independent Director of OK Biotech CO., Ltd. Effective date of the new member: June 19, 2025.Reported Earnings • May 04First quarter 2025 earnings released: EPS: NT$0.77 (vs NT$0.15 in 1Q 2024)First quarter 2025 results: EPS: NT$0.77 (up from NT$0.15 in 1Q 2024). Revenue: NT$315.7m (up 34% from 1Q 2024). Net income: NT$49.6m (up 412% from 1Q 2024). Profit margin: 16% (up from 4.1% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Apr 25ICP Das Co., Ltd. to Report Q1, 2025 Results on May 02, 2025ICP Das Co., Ltd. announced that they will report Q1, 2025 results on May 02, 2025New Risk • Apr 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.23b (US$97.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (156% payout ratio). Share price has been volatile over the past 3 months (7.9% average weekly change). Market cap is less than US$100m (NT$3.23b market cap, or US$97.8m).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$50.50, the stock trades at a trailing P/E ratio of 31.1x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total loss to shareholders of 22% over the past three years.New Risk • Mar 19New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 156% Dividend yield: 4.8% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings 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. However, this risk is mitigated by the fact the dividend is covered by cash flows. 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: Minor Risks Dividend is not well covered by earnings (156% payout ratio). Share price has been volatile over the past 3 months (6.6% average weekly change).Reported Earnings • Mar 14Full year 2024 earnings released: EPS: NT$1.62 (vs NT$1.28 in FY 2023)Full year 2024 results: EPS: NT$1.62 (up from NT$1.28 in FY 2023). Revenue: NT$1.07b (up 5.1% from FY 2023). Net income: NT$103.8m (up 27% from FY 2023). Profit margin: 9.7% (up from 8.1% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Mar 07ICP Das Co., Ltd., Annual General Meeting, Jun 19, 2025ICP Das Co., Ltd., Annual General Meeting, Jun 19, 2025. Location: 1 floor no,111, kuang fu n. rd., hukou township, hsinchu county Taiwanお知らせ • Mar 04ICP Das Co., Ltd. Announces Passing of Director, Huang Bin-FongICP Das Co., Ltd. announced the passing of Huang Bin-Fong, who served as a Director and Vice President of the company. Mr. Huang passed away on March 2, 2025. His original term as a director was from June 14, 2022, to June 13, 2025.New Risk • Feb 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Feb 27ICP Das Co., Ltd. to Report Fiscal Year 2024 Results on Mar 06, 2025ICP Das Co., Ltd. announced that they will report fiscal year 2024 results on Mar 06, 2025Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$81.40, the stock trades at a trailing P/E ratio of 50.9x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 45% over the past three years.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$66.90, the stock trades at a trailing P/E ratio of 41.9x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 22% over the past three years.Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$0.85 (vs NT$0.50 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.85 (up from NT$0.50 in 3Q 2023). Revenue: NT$323.3m (up 16% from 3Q 2023). Net income: NT$54.6m (up 71% from 3Q 2023). Profit margin: 17% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Nov 06ICP Das Co., Ltd. Announces Establishment of Sustainable Development CommitteeICP Das Co., Ltd. announced the Board of Directors approve to establish the Sustainable Development Committee. Name of the new position holder: Yeh, Nai-Ti, Cheng, Shu-Fa, Fu, Kuo-Chun. Resume of the new position holder: Yeh, Nai-Ti, Chairman, Cheng, Shu-Fa, President, Fu, Kuo-Chun, Director, Production Management Division. Effective date of the new member: November 05, 2024. Any other matters that need to be specified: The term of office shall be from the date of appointment until the end of the current board's term November 05, 2024 to June 13, 2025.お知らせ • Oct 29ICP Das Co., Ltd. to Report Q3, 2024 Results on Nov 05, 2024ICP Das Co., Ltd. announced that they will report Q3, 2024 results on Nov 05, 2024Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$75.30, the stock trades at a trailing P/E ratio of 60.6x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 98% over the past three years.New Risk • Sep 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 7.5% 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 Share price has been volatile over the past 3 months (7.5% average weekly change). Profit margins are more than 30% lower than last year (7.8% net profit margin).Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$61.70, the stock trades at a trailing P/E ratio of 49.6x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 48% over the past three years.Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.42 (vs NT$0.038 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.42 (up from NT$0.038 in 2Q 2023). Revenue: NT$251.7m (up 16% from 2Q 2023). Net income: NT$27.0m (up NT$24.6m from 2Q 2023). Profit margin: 11% (up from 1.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Jul 30ICP Das Co., Ltd. to Report Q2, 2024 Results on Aug 06, 2024ICP Das Co., Ltd. announced that they will report Q2, 2024 results on Aug 06, 2024Upcoming Dividend • Jul 04Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 11 July 2024. Payment date: 08 August 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 1.9%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (2.6%).Valuation Update With 7 Day Price Move • May 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$60.00, the stock trades at a trailing P/E ratio of 69.8x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 108% over the past three years.New Risk • May 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.18b (US$98.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (5.6% net profit margin). Market cap is less than US$100m (NT$3.18b market cap, or US$98.7m).Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.15 (vs NT$0.57 in 1Q 2023)First quarter 2024 results: EPS: NT$0.15 (down from NT$0.57 in 1Q 2023). Revenue: NT$234.9m (down 13% from 1Q 2023). Net income: NT$9.68m (down 74% from 1Q 2023). Profit margin: 4.1% (down from 14% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.お知らせ • May 01ICP Das Co., Ltd. to Report Q1, 2024 Results on May 09, 2024ICP Das Co., Ltd. announced that they will report Q1, 2024 results at 9:00 AM, Taipei Standard Time on May 09, 2024Reported Earnings • Mar 29Full year 2023 earnings released: EPS: NT$1.28 (vs NT$3.62 in FY 2022)Full year 2023 results: EPS: NT$1.28 (down from NT$3.62 in FY 2022). Revenue: NT$1.02b (down 17% from FY 2022). Net income: NT$82.1m (down 65% from FY 2022). Profit margin: 8.1% (down from 19% 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 20% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 05+ 1 more updateICP Das Co., Ltd. Proposes Cash Dividend for the Year 2023ICP Das Co., Ltd. proposed cash dividend for the year 2023 of TWD 63,965,653 (TWD 1 per share) to the AGM to be held on June 13, 2024. Date of occurrence of the event: March 4, 2024.New Risk • Nov 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 20% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: NT$0.50 (vs NT$1.36 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.50 (down from NT$1.36 in 3Q 2022). Revenue: NT$279.1m (down 24% from 3Q 2022). Net income: NT$31.9m (down 63% from 3Q 2022). Profit margin: 11% (down from 24% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 07ICP Das Co., Ltd. to Report Q3, 2023 Results on Nov 06, 2023ICP Das Co., Ltd. announced that they will report Q3, 2023 results on Nov 06, 2023Upcoming Dividend • Sep 14Upcoming dividend of NT$1.50 per share at 1.8% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 25 October 2023. Payout ratio is a comfortable 50% but the company is paying out more than the cash it is generating. Trailing yield: 1.8%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.2%).Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: NT$0.04 (vs NT$1.10 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.04 (down from NT$1.10 in 2Q 2022). Revenue: NT$216.7m (down 32% from 2Q 2022). Net income: NT$2.44m (down 96% from 2Q 2022). Profit margin: 1.1% (down from 20% 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 51% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 09Icp Das Co., Ltd. Announces Dividend, Payable on October 25, 2023ICP Das Co., Ltd. announced dividend of TWD 1.5 per share. Ex-rights (Ex-dividend) date is September 21, 2023. Ex-rights (Ex-dividend) record date is September 27, 2023. Payment date of cash dividend distribution is October 25, 2023.お知らせ • Jun 11ICP Das Co., Ltd. Announces Cash Dividend for the Year 2022ICP Das Co., Ltd. at the AGM, the shareholders announced cash dividend is TWD 87,225,895. (A dividend of TWD 1.5 per share).お知らせ • May 06ICP Das Co., Ltd. to Report Q1, 2023 Results on May 05, 2023ICP Das Co., Ltd. announced that they will report Q1, 2023 results on May 05, 2023Reported Earnings • Mar 29Full year 2022 earnings released: EPS: NT$3.98 (vs NT$2.93 in FY 2021)Full year 2022 results: EPS: NT$3.98 (up from NT$2.93 in FY 2021). Revenue: NT$1.22b (up 17% from FY 2021). Net income: NT$231.3m (up 36% from FY 2021). Profit margin: 19% (up from 16% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$88.00, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 195% over the past three years.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$1.50 (vs NT$0.59 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.50 (up from NT$0.59 in 3Q 2021). Revenue: NT$365.9m (up 53% from 3Q 2021). Net income: NT$87.1m (up 154% from 3Q 2021). Profit margin: 24% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 26Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 02 September 2022. Payment date: 07 October 2022. Payout ratio is a comfortable 41% but the company is paying out more than the cash it is generating. Trailing yield: 1.9%. Lower than top quartile of Taiwanese dividend payers (6.4%). Lower than average of industry peers (4.4%).Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: NT$1.21 (vs NT$0.98 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.21 (up from NT$0.98 in 2Q 2021). Revenue: NT$316.3m (up 11% from 2Q 2021). Net income: NT$64.2m (up 24% from 2Q 2021). Profit margin: 20% (up from 18% 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 59% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 15+ 1 more updateICP Das Co., Ltd. Appoints Remuneration Committee MembersICP Das Co., Ltd. at its board meeting held on June 14, 2022 approved the appointment of Remuneration Committee members. The resolution has approved to appoint the independent directors, SHEN,YANG-BIN, JIANG,YI-JYUN, CHEN,SHAO-CHI, and CHAO,YU to be the Remuneration Committee members.Reported Earnings • May 02First quarter 2022 earnings released: EPS: NT$0.63 (vs NT$0.44 in 1Q 2021)First quarter 2022 results: EPS: NT$0.63 (up from NT$0.44 in 1Q 2021). Revenue: NT$256.6m (up 16% from 1Q 2021). Net income: NT$33.3m (up 42% from 1Q 2021). Profit margin: 13% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: NT$3.23 (up from NT$0.76 in FY 2020). Revenue: NT$1.04b (up 38% from FY 2020). Net income: NT$170.6m (up 327% from FY 2020). Profit margin: 16% (up from 5.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.5%. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 30% per year.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$74.50, the stock trades at a trailing P/E ratio of 30.4x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 149% over the past three years.Buying Opportunity • Jan 25Now 21% undervaluedOver the last 90 days, the stock is up 36%. The fair value is estimated to be NT$83.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$67.30, the stock trades at a trailing P/E ratio of 27.4x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 136% over the past three years.Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$0.65 (vs NT$0.14 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$238.6m (up 31% from 3Q 2020). Net income: NT$34.4m (up 355% from 3Q 2020). Profit margin: 14% (up from 4.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 02Upcoming dividend of NT$0.70 per shareEligible shareholders must have bought the stock before 09 September 2021. Payment date: 07 October 2021. Trailing yield: 1.3%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (3.2%).Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$55.10, the stock trades at a trailing P/E ratio of 28.3x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 65% over the past three years.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$0.98 (vs NT$0.12 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$286.2m (up 59% from 2Q 2020). Net income: NT$51.8m (up NT$45.6m from 2Q 2020). Profit margin: 18% (up from 3.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$49.00, the stock trades at a trailing P/E ratio of 45.2x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 43% over the past three years.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$34.90, the stock trades at a trailing P/E ratio of 46.1x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total returns to shareholders of 17% over the past three years.分析記事 • Apr 09ICP Das (GTSM:3577) Will Be Hoping To Turn Its Returns On Capital AroundWhat financial metrics can indicate to us that a company is maturing or even in decline? A business that's potentially...お知らせ • Mar 20ICP Das Co., Ltd., Annual General Meeting, Jun 11, 2021ICP Das Co., Ltd., Annual General Meeting, Jun 11, 2021, at 09:00 Taipei Standard Time. Location: No. 111, Guangfu North Road, Hukou Township Hsinchu Taiwan Agenda: To consider 2020 annual business report; to consider 2020 annual supervisory inspection report; to consider report on the remuneration distribution of employees, directors and supervisors in 2020; to consider acknowledgement of 2020 business report and financial statements; to consider acknowledgement of the 2020; and to consider surplus earnings distribution proposal.Reported Earnings • Mar 20Full year 2020 earnings released: EPS NT$0.76 (vs NT$0.92 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$758.0m (down 3.0% from FY 2019). Net income: NT$40.0m (down 18% from FY 2019). Profit margin: 5.3% (down from 6.2% in FY 2019). The decrease in margin was driven by lower revenue. 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 1% per year, which means it has not declined as severely as earnings.分析記事 • Mar 01Is ICP Das (GTSM:3577) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Feb 08How Does ICP Das Co., Ltd. (GTSM:3577) Fare As A Dividend Stock?Is ICP Das Co., Ltd. ( GTSM:3577 ) a good dividend stock? How can we tell? Dividend paying companies with growing...分析記事 • Jan 21ICP Das'(GTSM:3577) Share Price Is Down 17% Over The Past Year.Passive investing in an index fund is a good way to ensure your own returns roughly match the overall market. But if...Is New 90 Day High Low • Jan 05New 90-day low: NT$28.90The company is down 7.0% from its price of NT$31.10 on 08 October 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 20% over the same period.分析記事 • Jan 03Here's What We Make Of ICP Das' (GTSM:3577) Returns On CapitalWhen researching a stock for investment, what can tell us that the company is in decline? Typically, we'll see the...分析記事 • Dec 16Weak Financial Prospects Seem To Be Dragging Down ICP Das Co., Ltd. (GTSM:3577) StockWith its stock down 4.0% over the past three months, it is easy to disregard ICP Das (GTSM:3577). To decide if this...Is New 90 Day High Low • Dec 15New 90-day low: NT$29.00The company is down 5.0% from its price of NT$30.55 on 17 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 11% over the same period.分析記事 • Nov 28Is ICP Das (GTSM:3577) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Nov 11New 90-day low: NT$29.95The company is down 2.0% from its price of NT$30.70 on 13 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electronic industry, which is down 3.0% over the same period.Reported Earnings • Nov 08Third quarter 2020 earnings released: EPS NT$0.14The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$182.7m (down 14% from 3Q 2019). Net income: NT$7.56m (down 61% from 3Q 2019). Profit margin: 4.1% (down from 9.2% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Is New 90 Day High Low • Oct 22New 90-day low: NT$30.00The company is down 8.0% from its price of NT$32.50 on 24 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 2.0% over the same period.財務状況分析短期負債: 3577の 短期資産 ( NT$1.0B ) が 短期負債 ( NT$337.5M ) を超えています。長期負債: 3577の短期資産 ( NT$1.0B ) が 長期負債 ( NT$20.6M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: 3577総負債よりも多くの現金を保有しています。負債の削減: 3577の負債対資本比率は、過去 5 年間で15.3%から1.3%に減少しました。債務返済能力: 3577の負債は 営業キャッシュフロー によって 十分にカバー されています ( 910.2% )。インタレストカバレッジ: 3577支払う利息よりも稼ぐ利息の方が多いので、利息支払い の補償は問題になりません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YTech 業界の健全な企業。View Dividend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2026/05/26 15:44終値2026/05/26 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ICP Das 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Yong Hui YangCapital Securities Corporation
分析記事 • Mar 01Is ICP Das (GTSM:3577) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Nov 28Is ICP Das (GTSM:3577) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$108, the stock trades at a trailing P/E ratio of 36.3x. Average trailing P/E is 33x in the Electronic industry in Taiwan. Total returns to shareholders of 64% over the past three years.
Reported Earnings • May 11First quarter 2026 earnings released: EPS: NT$1.00 (vs NT$0.78 in 1Q 2025)First quarter 2026 results: EPS: NT$1.00 (up from NT$0.78 in 1Q 2025). Revenue: NT$387.4m (up 23% from 1Q 2025). Net income: NT$94.1m (up 90% from 1Q 2025). Profit margin: 24% (up from 16% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$73.40, the stock trades at a trailing P/E ratio of 31.9x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 6.4% over the past three years.
お知らせ • Mar 13ICP Das Co., Ltd., Annual General Meeting, Jun 17, 2026ICP Das Co., Ltd., Annual General Meeting, Jun 17, 2026. Location: 1 floor no,111, kuang fu n. rd., hukou township, hsinchu county Taiwan
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$2.37 (vs NT$1.62 in FY 2024)Full year 2025 results: EPS: NT$2.37 (up from NT$1.62 in FY 2024). Revenue: NT$1.17b (up 9.4% from FY 2024). Net income: NT$151.8m (up 46% from FY 2024). Profit margin: 13% (up from 9.7% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% 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.
Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: NT$0.42 (vs NT$0.85 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.42 (down from NT$0.85 in 3Q 2024). Revenue: NT$258.7m (down 20% from 3Q 2024). Net income: NT$27.0m (down 51% from 3Q 2024). Profit margin: 11% (down from 17% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% 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.
Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: NT$0.53 (vs NT$0.42 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.53 (up from NT$0.42 in 2Q 2024). Revenue: NT$293.1m (up 17% from 2Q 2024). Net income: NT$34.2m (up 27% from 2Q 2024). Profit margin: 12% (up from 11% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
New Risk • Jul 11New 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 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (156% payout ratio). Share price has been volatile over the past 3 months (6.7% average weekly change).
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$72.90, the stock trades at a trailing P/E ratio of 33.5x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 26% over the past three years.
Declared Dividend • Jun 22Dividend increased to NT$1.50Dividend of NT$1.50 is 50% higher than last year. Ex-date: 10th July 2025 Payment date: 8th August 2025 Dividend yield will be 2.6%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (156% earnings payout ratio). However, it is covered by cash flows (67% cash payout ratio). The dividend has increased by an average of 11% 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 74% to bring the payout ratio under control, which is more than the 23% EPS growth achieved over the last 5 years.
お知らせ • Jun 20+ 4 more updatesIcp Das Co., Ltd Announces Sustainability Committee Changes, Effective from June 19, 2025ICP Das Co., Ltd. announced Sustainability Committee Members. Name of the previous position holder: YEH,NAI-TI CHENG,SHU-FA FU,KUO-CHUN Resume of the previous position holder: YEH,NAI-TI, Chairperson, ICP DAS CO., Ltd. CHENG,SHU-FA, President, ICP DAS CO., Ltd. FU,KUO-CHUN, Director, Production Management Division, ICP DAS CO., Ltd. Name of the new position holder: CHEN,SHAO-CHI CHAO,YU HSUEH,SHOU-HUNG LIN,SHIH-YI. Resume of the new position holder: CHEN,SHAO-CHI,Chair, Life Member Affinity Group, IEEE Taipei Section CHAO,YU, Associate Professor, Department of Business Administration, Chung Hua University HSUEH,SHOU-HUNG, CPA, MacroView Accounting Firm. LIN, SHIH-YI, Independent Director of OK Biotech CO., Ltd. Effective date of the new member: June 19, 2025.
Reported Earnings • May 04First quarter 2025 earnings released: EPS: NT$0.77 (vs NT$0.15 in 1Q 2024)First quarter 2025 results: EPS: NT$0.77 (up from NT$0.15 in 1Q 2024). Revenue: NT$315.7m (up 34% from 1Q 2024). Net income: NT$49.6m (up 412% from 1Q 2024). Profit margin: 16% (up from 4.1% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 25ICP Das Co., Ltd. to Report Q1, 2025 Results on May 02, 2025ICP Das Co., Ltd. announced that they will report Q1, 2025 results on May 02, 2025
New Risk • Apr 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.23b (US$97.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (156% payout ratio). Share price has been volatile over the past 3 months (7.9% average weekly change). Market cap is less than US$100m (NT$3.23b market cap, or US$97.8m).
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$50.50, the stock trades at a trailing P/E ratio of 31.1x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total loss to shareholders of 22% over the past three years.
New Risk • Mar 19New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 156% Dividend yield: 4.8% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings 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. However, this risk is mitigated by the fact the dividend is covered by cash flows. 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: Minor Risks Dividend is not well covered by earnings (156% payout ratio). Share price has been volatile over the past 3 months (6.6% average weekly change).
Reported Earnings • Mar 14Full year 2024 earnings released: EPS: NT$1.62 (vs NT$1.28 in FY 2023)Full year 2024 results: EPS: NT$1.62 (up from NT$1.28 in FY 2023). Revenue: NT$1.07b (up 5.1% from FY 2023). Net income: NT$103.8m (up 27% from FY 2023). Profit margin: 9.7% (up from 8.1% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Mar 07ICP Das Co., Ltd., Annual General Meeting, Jun 19, 2025ICP Das Co., Ltd., Annual General Meeting, Jun 19, 2025. Location: 1 floor no,111, kuang fu n. rd., hukou township, hsinchu county Taiwan
お知らせ • Mar 04ICP Das Co., Ltd. Announces Passing of Director, Huang Bin-FongICP Das Co., Ltd. announced the passing of Huang Bin-Fong, who served as a Director and Vice President of the company. Mr. Huang passed away on March 2, 2025. His original term as a director was from June 14, 2022, to June 13, 2025.
New Risk • Feb 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Feb 27ICP Das Co., Ltd. to Report Fiscal Year 2024 Results on Mar 06, 2025ICP Das Co., Ltd. announced that they will report fiscal year 2024 results on Mar 06, 2025
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$81.40, the stock trades at a trailing P/E ratio of 50.9x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 45% over the past three years.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$66.90, the stock trades at a trailing P/E ratio of 41.9x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 22% over the past three years.
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$0.85 (vs NT$0.50 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.85 (up from NT$0.50 in 3Q 2023). Revenue: NT$323.3m (up 16% from 3Q 2023). Net income: NT$54.6m (up 71% from 3Q 2023). Profit margin: 17% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Nov 06ICP Das Co., Ltd. Announces Establishment of Sustainable Development CommitteeICP Das Co., Ltd. announced the Board of Directors approve to establish the Sustainable Development Committee. Name of the new position holder: Yeh, Nai-Ti, Cheng, Shu-Fa, Fu, Kuo-Chun. Resume of the new position holder: Yeh, Nai-Ti, Chairman, Cheng, Shu-Fa, President, Fu, Kuo-Chun, Director, Production Management Division. Effective date of the new member: November 05, 2024. Any other matters that need to be specified: The term of office shall be from the date of appointment until the end of the current board's term November 05, 2024 to June 13, 2025.
お知らせ • Oct 29ICP Das Co., Ltd. to Report Q3, 2024 Results on Nov 05, 2024ICP Das Co., Ltd. announced that they will report Q3, 2024 results on Nov 05, 2024
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$75.30, the stock trades at a trailing P/E ratio of 60.6x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 98% over the past three years.
New Risk • Sep 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 7.5% 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 Share price has been volatile over the past 3 months (7.5% average weekly change). Profit margins are more than 30% lower than last year (7.8% net profit margin).
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$61.70, the stock trades at a trailing P/E ratio of 49.6x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 48% over the past three years.
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.42 (vs NT$0.038 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.42 (up from NT$0.038 in 2Q 2023). Revenue: NT$251.7m (up 16% from 2Q 2023). Net income: NT$27.0m (up NT$24.6m from 2Q 2023). Profit margin: 11% (up from 1.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Jul 30ICP Das Co., Ltd. to Report Q2, 2024 Results on Aug 06, 2024ICP Das Co., Ltd. announced that they will report Q2, 2024 results on Aug 06, 2024
Upcoming Dividend • Jul 04Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 11 July 2024. Payment date: 08 August 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 1.9%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (2.6%).
Valuation Update With 7 Day Price Move • May 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$60.00, the stock trades at a trailing P/E ratio of 69.8x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 108% over the past three years.
New Risk • May 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.18b (US$98.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (5.6% net profit margin). Market cap is less than US$100m (NT$3.18b market cap, or US$98.7m).
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.15 (vs NT$0.57 in 1Q 2023)First quarter 2024 results: EPS: NT$0.15 (down from NT$0.57 in 1Q 2023). Revenue: NT$234.9m (down 13% from 1Q 2023). Net income: NT$9.68m (down 74% from 1Q 2023). Profit margin: 4.1% (down from 14% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
お知らせ • May 01ICP Das Co., Ltd. to Report Q1, 2024 Results on May 09, 2024ICP Das Co., Ltd. announced that they will report Q1, 2024 results at 9:00 AM, Taipei Standard Time on May 09, 2024
Reported Earnings • Mar 29Full year 2023 earnings released: EPS: NT$1.28 (vs NT$3.62 in FY 2022)Full year 2023 results: EPS: NT$1.28 (down from NT$3.62 in FY 2022). Revenue: NT$1.02b (down 17% from FY 2022). Net income: NT$82.1m (down 65% from FY 2022). Profit margin: 8.1% (down from 19% 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 20% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 05+ 1 more updateICP Das Co., Ltd. Proposes Cash Dividend for the Year 2023ICP Das Co., Ltd. proposed cash dividend for the year 2023 of TWD 63,965,653 (TWD 1 per share) to the AGM to be held on June 13, 2024. Date of occurrence of the event: March 4, 2024.
New Risk • Nov 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 20% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: NT$0.50 (vs NT$1.36 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.50 (down from NT$1.36 in 3Q 2022). Revenue: NT$279.1m (down 24% from 3Q 2022). Net income: NT$31.9m (down 63% from 3Q 2022). Profit margin: 11% (down from 24% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 07ICP Das Co., Ltd. to Report Q3, 2023 Results on Nov 06, 2023ICP Das Co., Ltd. announced that they will report Q3, 2023 results on Nov 06, 2023
Upcoming Dividend • Sep 14Upcoming dividend of NT$1.50 per share at 1.8% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 25 October 2023. Payout ratio is a comfortable 50% but the company is paying out more than the cash it is generating. Trailing yield: 1.8%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.2%).
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: NT$0.04 (vs NT$1.10 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.04 (down from NT$1.10 in 2Q 2022). Revenue: NT$216.7m (down 32% from 2Q 2022). Net income: NT$2.44m (down 96% from 2Q 2022). Profit margin: 1.1% (down from 20% 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 51% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 09Icp Das Co., Ltd. Announces Dividend, Payable on October 25, 2023ICP Das Co., Ltd. announced dividend of TWD 1.5 per share. Ex-rights (Ex-dividend) date is September 21, 2023. Ex-rights (Ex-dividend) record date is September 27, 2023. Payment date of cash dividend distribution is October 25, 2023.
お知らせ • Jun 11ICP Das Co., Ltd. Announces Cash Dividend for the Year 2022ICP Das Co., Ltd. at the AGM, the shareholders announced cash dividend is TWD 87,225,895. (A dividend of TWD 1.5 per share).
お知らせ • May 06ICP Das Co., Ltd. to Report Q1, 2023 Results on May 05, 2023ICP Das Co., Ltd. announced that they will report Q1, 2023 results on May 05, 2023
Reported Earnings • Mar 29Full year 2022 earnings released: EPS: NT$3.98 (vs NT$2.93 in FY 2021)Full year 2022 results: EPS: NT$3.98 (up from NT$2.93 in FY 2021). Revenue: NT$1.22b (up 17% from FY 2021). Net income: NT$231.3m (up 36% from FY 2021). Profit margin: 19% (up from 16% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$88.00, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 195% over the past three years.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$1.50 (vs NT$0.59 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.50 (up from NT$0.59 in 3Q 2021). Revenue: NT$365.9m (up 53% from 3Q 2021). Net income: NT$87.1m (up 154% from 3Q 2021). Profit margin: 24% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 26Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 02 September 2022. Payment date: 07 October 2022. Payout ratio is a comfortable 41% but the company is paying out more than the cash it is generating. Trailing yield: 1.9%. Lower than top quartile of Taiwanese dividend payers (6.4%). Lower than average of industry peers (4.4%).
Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: NT$1.21 (vs NT$0.98 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.21 (up from NT$0.98 in 2Q 2021). Revenue: NT$316.3m (up 11% from 2Q 2021). Net income: NT$64.2m (up 24% from 2Q 2021). Profit margin: 20% (up from 18% 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 59% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 15+ 1 more updateICP Das Co., Ltd. Appoints Remuneration Committee MembersICP Das Co., Ltd. at its board meeting held on June 14, 2022 approved the appointment of Remuneration Committee members. The resolution has approved to appoint the independent directors, SHEN,YANG-BIN, JIANG,YI-JYUN, CHEN,SHAO-CHI, and CHAO,YU to be the Remuneration Committee members.
Reported Earnings • May 02First quarter 2022 earnings released: EPS: NT$0.63 (vs NT$0.44 in 1Q 2021)First quarter 2022 results: EPS: NT$0.63 (up from NT$0.44 in 1Q 2021). Revenue: NT$256.6m (up 16% from 1Q 2021). Net income: NT$33.3m (up 42% from 1Q 2021). Profit margin: 13% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: NT$3.23 (up from NT$0.76 in FY 2020). Revenue: NT$1.04b (up 38% from FY 2020). Net income: NT$170.6m (up 327% from FY 2020). Profit margin: 16% (up from 5.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.5%. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 30% per year.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$74.50, the stock trades at a trailing P/E ratio of 30.4x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 149% over the past three years.
Buying Opportunity • Jan 25Now 21% undervaluedOver the last 90 days, the stock is up 36%. The fair value is estimated to be NT$83.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$67.30, the stock trades at a trailing P/E ratio of 27.4x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 136% over the past three years.
Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$0.65 (vs NT$0.14 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$238.6m (up 31% from 3Q 2020). Net income: NT$34.4m (up 355% from 3Q 2020). Profit margin: 14% (up from 4.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 02Upcoming dividend of NT$0.70 per shareEligible shareholders must have bought the stock before 09 September 2021. Payment date: 07 October 2021. Trailing yield: 1.3%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (3.2%).
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$55.10, the stock trades at a trailing P/E ratio of 28.3x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 65% over the past three years.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$0.98 (vs NT$0.12 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$286.2m (up 59% from 2Q 2020). Net income: NT$51.8m (up NT$45.6m from 2Q 2020). Profit margin: 18% (up from 3.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$49.00, the stock trades at a trailing P/E ratio of 45.2x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 43% over the past three years.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$34.90, the stock trades at a trailing P/E ratio of 46.1x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total returns to shareholders of 17% over the past three years.
分析記事 • Apr 09ICP Das (GTSM:3577) Will Be Hoping To Turn Its Returns On Capital AroundWhat financial metrics can indicate to us that a company is maturing or even in decline? A business that's potentially...
お知らせ • Mar 20ICP Das Co., Ltd., Annual General Meeting, Jun 11, 2021ICP Das Co., Ltd., Annual General Meeting, Jun 11, 2021, at 09:00 Taipei Standard Time. Location: No. 111, Guangfu North Road, Hukou Township Hsinchu Taiwan Agenda: To consider 2020 annual business report; to consider 2020 annual supervisory inspection report; to consider report on the remuneration distribution of employees, directors and supervisors in 2020; to consider acknowledgement of 2020 business report and financial statements; to consider acknowledgement of the 2020; and to consider surplus earnings distribution proposal.
Reported Earnings • Mar 20Full year 2020 earnings released: EPS NT$0.76 (vs NT$0.92 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$758.0m (down 3.0% from FY 2019). Net income: NT$40.0m (down 18% from FY 2019). Profit margin: 5.3% (down from 6.2% in FY 2019). The decrease in margin was driven by lower revenue. 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 1% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 01Is ICP Das (GTSM:3577) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Feb 08How Does ICP Das Co., Ltd. (GTSM:3577) Fare As A Dividend Stock?Is ICP Das Co., Ltd. ( GTSM:3577 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
分析記事 • Jan 21ICP Das'(GTSM:3577) Share Price Is Down 17% Over The Past Year.Passive investing in an index fund is a good way to ensure your own returns roughly match the overall market. But if...
Is New 90 Day High Low • Jan 05New 90-day low: NT$28.90The company is down 7.0% from its price of NT$31.10 on 08 October 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 20% over the same period.
分析記事 • Jan 03Here's What We Make Of ICP Das' (GTSM:3577) Returns On CapitalWhen researching a stock for investment, what can tell us that the company is in decline? Typically, we'll see the...
分析記事 • Dec 16Weak Financial Prospects Seem To Be Dragging Down ICP Das Co., Ltd. (GTSM:3577) StockWith its stock down 4.0% over the past three months, it is easy to disregard ICP Das (GTSM:3577). To decide if this...
Is New 90 Day High Low • Dec 15New 90-day low: NT$29.00The company is down 5.0% from its price of NT$30.55 on 17 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 11% over the same period.
分析記事 • Nov 28Is ICP Das (GTSM:3577) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Nov 11New 90-day low: NT$29.95The company is down 2.0% from its price of NT$30.70 on 13 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electronic industry, which is down 3.0% over the same period.
Reported Earnings • Nov 08Third quarter 2020 earnings released: EPS NT$0.14The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$182.7m (down 14% from 3Q 2019). Net income: NT$7.56m (down 61% from 3Q 2019). Profit margin: 4.1% (down from 9.2% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Is New 90 Day High Low • Oct 22New 90-day low: NT$30.00The company is down 8.0% from its price of NT$32.50 on 24 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 2.0% over the same period.