View Past PerformanceAPAC Opto Electronics バランスシートの健全性財務の健全性 基準チェック /66APAC Opto Electronicsの総株主資本はNT$1.8B 、総負債はNT$0.0で、負債比率は0%となります。総資産と総負債はそれぞれNT$2.0BとNT$188.4Mです。 APAC Opto Electronicsの EBIT はNT$180.3Mで、利息カバレッジ比率-8.8です。現金および短期投資はNT$1.2Bです。主要情報0%負債資本比率NT$0負債インタレスト・カバレッジ・レシオ-8.8x現金NT$1.18bエクイティNT$1.78b負債合計NT$188.44m総資産NT$1.97b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 16First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: NT$265.4m (up 25% from 1Q 2025). Net income: NT$59.2m (flat on 1Q 2025). Profit margin: 22% (down from 28% in 1Q 2025). The decrease in margin was driven by higher expenses.New Risk • Apr 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$117, the stock trades at a trailing P/E ratio of 59x. Average trailing P/E is 26x in the Electronic industry in Taiwan. Total returns to shareholders of 276% over the past three years.Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$1.98 (vs NT$2.82 in FY 2024)Full year 2025 results: EPS: NT$1.98 (down from NT$2.82 in FY 2024). Revenue: NT$814.7m (down 13% from FY 2024). Net income: NT$154.5m (down 30% from FY 2024). Profit margin: 19% (down from 24% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 47% per year, which means it is well ahead of earnings.お知らせ • Mar 12APAC Opto Electronics Inc., Annual General Meeting, Jun 24, 2026APAC Opto Electronics Inc., Annual General Meeting, Jun 24, 2026. Location: no,3, tzu ch`iang rd., hukou township, hsinchu county TaiwanValuation Update With 7 Day Price Move • Mar 03Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$105, the stock trades at a trailing P/E ratio of 43.3x. Average trailing P/E is 25x in the Electronic industry in Taiwan. Total returns to shareholders of 256% over the past three years.New Risk • Mar 02New 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 7.0% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.0% average weekly change).Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$80.60, the stock trades at a trailing P/E ratio of 33.2x. Average trailing P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 168% over the past three years.Reported Earnings • Nov 16Third quarter 2025 earnings released: EPS: NT$0.49 (vs NT$0.35 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.49 (up from NT$0.35 in 3Q 2024). Revenue: NT$213.7m (up 15% from 3Q 2024). Net income: NT$38.5m (up 39% from 3Q 2024). Profit margin: 18% (up from 15% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 15Upcoming dividend of NT$1.75 per shareEligible shareholders must have bought the stock before 21 August 2025. Payment date: 19 September 2025. Payout ratio and cash payout ratio are on the higher end at 96% and 83% respectively. Trailing yield: 2.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (2.6%).Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.14 (vs NT$0.66 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.14 (down from NT$0.66 in 2Q 2024). Revenue: NT$205.8m (down 17% from 2Q 2024). Net income: NT$10.8m (down 79% from 2Q 2024). Profit margin: 5.2% (down from 21% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.New Risk • Aug 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (96% payout ratio). Share price has been volatile over the past 3 months (6.1% average weekly change).Declared Dividend • Aug 01Dividend reduced to NT$1.75Dividend of NT$1.75 is 27% lower than last year. Ex-date: 21st August 2025 Payment date: 19th September 2025 Dividend yield will be 1.9%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (61% cash payout ratio). The dividend has increased by an average of 2.9% 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 7.1% to bring the payout ratio under control, which is similar to the EPS growth achieved over the last 5 years.お知らせ • Jun 26APAC Opto Electronics Inc. Announces Election of Independent Directors, Effective June 25, 2025APAC Opto Electronics Inc. at its 2025 Annual Shareholders' Meeting approved the election of independent directors. The previous position holders were Yeh Chen-Yen, Chairman of KUON CHEN Hardware Co. Ltd.; Yeh Ming-Yen, Chairman of GEO YOUNG CONSTRUCTION; GEO YOUNG INVESTMENT CO., LTD., Director of APAC Opto Electronics Inc.; Yu Hsiu-Hsia, Senior Manager of APAC Opto Electronics Inc.; Guan Chaur-Yeong, President of Da An Law Firm; Lin Ming-Hong, President of Chin Shih Chia United CPAs; and Chang Chia-Hsin, CPA of KPMG Audit Firm. The new position holders are Yeh Chen-Yen, Chairman of KUON CHEN Hardware Co. Ltd.; Yeh Ming-Yen, Chairman of GEO YOUNG CONSTRUCTION; GEO YOUNG INVESTMENT CO., LTD., Director of APAC Opto Electronics Inc.; Yu Hsiu-Hsia, Senior Manager of APAC Opto Electronics Inc.; Guan Chaur-Yeong, President of Da An Law Firm; Chang Chia-Hsin, CPA of KPMG Audit Firm; and Lin Jieh-Min, Lawyer of Dazhan United Law Firm. The effective date of the new appointment is June 25, 2025.Reported Earnings • May 17First quarter 2025 earnings released: EPS: NT$0.75 (vs NT$0.76 in 1Q 2024)First quarter 2025 results: EPS: NT$0.75 (down from NT$0.76 in 1Q 2024). Revenue: NT$212.3m (down 6.8% from 1Q 2024). Net income: NT$59.0m (flat on 1Q 2024). Profit margin: 28% (up from 26% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.お知らせ • Apr 29APAC Opto Electronics Inc. to Report Q1, 2025 Results on May 07, 2025APAC Opto Electronics Inc. announced that they will report Q1, 2025 results on May 07, 2025Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$70.50, the stock trades at a trailing P/E ratio of 28.3x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 112% over the past three years.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$76.00, the stock trades at a trailing P/E ratio of 30.5x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total returns to shareholders of 153% over the past three years.Buy Or Sell Opportunity • Mar 31Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to NT$76.00. The fair value is estimated to be NT$98.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has grown by 7.3%.お知らせ • Mar 13APAC Opto Electronics Inc., Annual General Meeting, Jun 25, 2025APAC Opto Electronics Inc., Annual General Meeting, Jun 25, 2025. Location: no,3, tzu ch`iang rd., hukou township, hsinchu county Taiwanお知らせ • Mar 05APAC Opto Electronics Inc. to Report Fiscal Year 2024 Results on Mar 12, 2025APAC Opto Electronics Inc. announced that they will report fiscal year 2024 results on Mar 12, 2025Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$109, the stock trades at a trailing P/E ratio of 43.4x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 281% over the past three years.お知らせ • Oct 30APAC Opto Electronics Inc. to Report Q3, 2024 Results on Nov 06, 2024APAC Opto Electronics Inc. announced that they will report Q3, 2024 results on Nov 06, 2024New Risk • Sep 30New major risk - Revenue and earnings growthRevenue has declined by 9.4% over the past year. 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 revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue 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 Revenue has declined by 9.4% over the past year. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.6% average weekly change).Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$92.30, the stock trades at a trailing P/E ratio of 36.7x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 288% over the past three years.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$75.60, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 196% over the past three years.Declared Dividend • Aug 03Dividend reduced to NT$2.40Dividend of NT$2.40 is 20% lower than last year. Ex-date: 16th August 2024 Payment date: 12th September 2024 Dividend yield will be 2.9%, which is lower than the industry average of 4.0%. Sustainability & Growth The dividend has increased by an average of 1.8% 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 33% to bring the payout ratio under control, which is more than the 5.4% EPS growth achieved over the last 5 years.お知らせ • Jul 24APAC Opto Electronics Inc. to Report Q2, 2024 Results on Jul 31, 2024APAC Opto Electronics Inc. announced that they will report Q2, 2024 results on Jul 31, 2024New Risk • Jun 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 119% Cash payout ratio: 130% Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Share price has been volatile over the past 3 months (7.7% average weekly change).お知らせ • Apr 12APAC Opto Electronics Inc., Annual General Meeting, Jun 26, 2024APAC Opto Electronics Inc., Annual General Meeting, Jun 26, 2024.Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$103, the stock trades at a trailing P/E ratio of 41x. Average trailing P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 335% over the past three years.Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 35%After last week's 35% share price gain to NT$90.20, the stock trades at a trailing P/E ratio of 34.6x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 246% over the past three years.Buying Opportunity • Sep 28Now 20% undervaluedOver the last 90 days, the stock is up 66%. The fair value is estimated to be NT$87.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 31%.Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$70.50, the stock trades at a trailing P/E ratio of 27x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 148% over the past three years.Upcoming Dividend • Aug 18Upcoming dividend of NT$3.00 per share at 5.6% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 22 September 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.6%. Within top quartile of Taiwanese dividend payers (5.6%). Higher than average of industry peers (4.2%).Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: NT$0.67 (vs NT$0.88 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.67 (down from NT$0.88 in 2Q 2022). Revenue: NT$205.1m (down 8.8% from 2Q 2022). Net income: NT$52.6m (down 23% from 2Q 2022). Profit margin: 26% (down from 31% 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 31% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 03APAC Opto Electronics Inc. Approves Cash Dividend, Payable on September 22, 2023APAC Opto Electronics Inc. approved cash dividend of TWD 234,650,721 (TWD 3.0 per share). Ex-rights (Ex-dividend) date: August 25, 2023. Ex-rights (Ex-dividend) record date: September 2, 2023.Payment date of cash dividend distribution: September 22, 2023.Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$56.50, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 50% over the past three years.New Risk • Jul 15New 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 6.5% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.5% average weekly change).Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$46.60, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 14% over the past three years.Reported Earnings • Nov 20Third quarter 2022 earnings released: EPS: NT$0.91 (vs NT$0.61 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.91 (up from NT$0.61 in 3Q 2021). Revenue: NT$220.8m (up 1.3% from 3Q 2021). Net income: NT$71.0m (up 49% from 3Q 2021). Profit margin: 32% (up from 22% in 3Q 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$30.35, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 5.2% over the past three years.Reported Earnings • Aug 17Second quarter 2022 earnings released: EPS: NT$0.88 (vs NT$0.41 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.88 (up from NT$0.41 in 2Q 2021). Revenue: NT$224.9m (up 12% from 2Q 2021). Net income: NT$68.6m (up 115% from 2Q 2021). Profit margin: 31% (up from 16% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 15% per year.Upcoming Dividend • Aug 12Upcoming dividend of NT$1.80 per shareEligible shareholders must have bought the stock before 19 August 2022. Payment date: 16 September 2022. Payout ratio is a comfortable 67% and the cash payout ratio is 80%. Trailing yield: 4.8%. Lower than top quartile of Taiwanese dividend payers (6.6%). In line with average of industry peers (4.5%).お知らせ • Aug 04APAC Opto Electronics Inc. Announces Dividend, Payable on September 16, 2022APAC Opto Electronics Inc. announced cash dividend of TWD 140,790,433(TWD 1.8 per share), payable on September 16, 2022 with record date of August 27, 2022 and Ex-dividend of August 19, 2022.Board Change • Jul 31High number of new directorsIndependent Director Chia-Hsin Chang was the last director to join the board, commencing their role in 2022.Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$31.90, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 48% over the past three years.お知らせ • Jun 24APAC Opto Electronics Inc. Announces Appointment of New Audit CommitteeAPAC Opto Electronics Inc.'s board of directors resolved to found the Audit Committee, effective June 22, 2022. Names of the new position holders are Lin Ming-Hong, Guan Chaur-Yeong and Chang Chia-Hsin.お知らせ • Jun 23APAC Opto Electronics Inc. Appoints Chang Chia-Hsin as Independent DirectorAPAC Opto Electronics Inc. announced that the AGM held on June 22, 2022, approved the appointment of Chang Chia-Hsin as Independent Director.Reported Earnings • May 19First quarter 2022 earnings released: EPS: NT$0.95 (vs NT$0.10 in 1Q 2021)First quarter 2022 results: EPS: NT$0.95 (up from NT$0.10 in 1Q 2021). Revenue: NT$251.1m (up 66% from 1Q 2021). Net income: NT$74.3m (up NT$66.4m from 1Q 2021). Profit margin: 30% (up from 5.2% 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 5% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of 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. 2 experienced directors. 5 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Chaur-Yeong Guan was the last independent director to join the board, commencing their role in 2016. 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 • Apr 03Full year 2021 earnings released: EPS: NT$1.86 (vs NT$1.55 in FY 2020)Full year 2021 results: EPS: NT$1.86 (up from NT$1.55 in FY 2020). Revenue: NT$778.9m (up 5.2% from FY 2020). Net income: NT$145.2m (up 20% from FY 2020). Profit margin: 19% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Apr 02APAC Opto Electronics Inc., Annual General Meeting, Jun 22, 2022APAC Opto Electronics Inc., Annual General Meeting, Jun 22, 2022.Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS NT$0.61 (vs NT$0.36 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$218.0m (up 16% from 3Q 2020). Net income: NT$47.6m (up 69% from 3Q 2020). Profit margin: 22% (up from 15% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$31.50, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 103% over the past three years.Executive Departure • May 25Executive Vice President Chi-Wen Chang has left the companyOn the 17th of May, Chi-Wen Chang's tenure as Executive Vice President ended after 18.0 years in the role. We don't have any record of a personal shareholding under Chi-Wen's name. A total of 2 executives have left over the last 12 months.Reported Earnings • May 18First quarter 2021 earnings released: EPS NT$0.10 (vs NT$0.52 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$151.6m (down 19% from 1Q 2020). Net income: NT$7.91m (down 81% from 1Q 2020). Profit margin: 5.2% (down from 22% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% 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 • May 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$28.25, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 63% over the past three years.Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$36.65, the stock trades at a trailing P/E ratio of 23.6x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total returns to shareholders of 103% over the past three years.分析記事 • Apr 05Is APAC Opto Electronics Inc. (GTSM:4908) The Right Choice For A Smart Dividend Investor?Dividend paying stocks like APAC Opto Electronics Inc. ( GTSM:4908 ) tend to be popular with investors, and for good...Reported Earnings • Apr 01Full year 2020 earnings released: EPS NT$1.55 (vs NT$1.66 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: NT$740.8m (down 9.4% from FY 2019). Net income: NT$121.4m (down 6.4% from FY 2019). Profit margin: 16% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.分析記事 • Mar 16Here’s What’s Happening With Returns At APAC Opto Electronics (GTSM:4908)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Feb 15APAC Opto Electronics Inc.'s (GTSM:4908) Stock Has Shown Weakness Lately But Financial Prospects Look Decent: Is The Market Wrong?APAC Opto Electronics (GTSM:4908) has had a rough three months with its share price down 12%. However, the company's...お知らせ • Feb 04APAC Opto Electronics Inc. Appoints Tracy Wu as Chief Internal AuditorAPAC Opto Electronics Inc. appointed Tracy Wu as chief internal auditor on February 3, 2021.分析記事 • Jan 25Shareholders Of APAC Opto Electronics (GTSM:4908) Must Be Happy With Their 86% ReturnIt might be of some concern to shareholders to see the APAC Opto Electronics Inc. ( GTSM:4908 ) share price down 12% in...Is New 90 Day High Low • Jan 20New 90-day low: NT$27.50The company is down 9.0% from its price of NT$30.10 on 23 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 25% over the same period.分析記事 • Jan 04Are Dividend Investors Getting More Than They Bargained For With APAC Opto Electronics Inc.'s (GTSM:4908) Dividend?Today we'll take a closer look at APAC Opto Electronics Inc. ( GTSM:4908 ) from a dividend investor's perspective...お知らせ • Jan 02APAC Opto Electronics Inc. Announces Resignation of SP Huang, Chief Internal AuditorAPAC Opto Electronics Inc. announced the resignation of SP Huang, chief internal auditor.分析記事 • Dec 13Returns On Capital - An Important Metric For APAC Opto Electronics (GTSM:4908)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS NT$0.36The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$187.8m (down 2.1% from 3Q 2019). Net income: NT$28.2m (down 27% from 3Q 2019). Profit margin: 15% (down from 20% in 3Q 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Nov 03New 90-day low: NT$28.00The company is down 25% from its price of NT$37.35 on 05 August 2020. The Taiwanese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 6.0% over the same period.財務状況分析短期負債: 4908の 短期資産 ( NT$1.5B ) が 短期負債 ( NT$186.8M ) を超えています。長期負債: 4908の短期資産 ( NT$1.5B ) が 長期負債 ( NT$1.6M ) 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: 4908は負債がありません。負債の削減: 4908過去 5 年間負債を抱えていません。債務返済能力: 4908には負債がないため、営業キャッシュフロー でカバーする必要はありません。インタレストカバレッジ: 4908には負債がないため、利息支払い の負担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2026/06/19 04:54終値2026/06/18 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋APAC Opto Electronics Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Freda YuMasterlink Securities Investment Advisory
Reported Earnings • May 16First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: NT$265.4m (up 25% from 1Q 2025). Net income: NT$59.2m (flat on 1Q 2025). Profit margin: 22% (down from 28% in 1Q 2025). The decrease in margin was driven by higher expenses.
New Risk • Apr 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$117, the stock trades at a trailing P/E ratio of 59x. Average trailing P/E is 26x in the Electronic industry in Taiwan. Total returns to shareholders of 276% over the past three years.
Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$1.98 (vs NT$2.82 in FY 2024)Full year 2025 results: EPS: NT$1.98 (down from NT$2.82 in FY 2024). Revenue: NT$814.7m (down 13% from FY 2024). Net income: NT$154.5m (down 30% from FY 2024). Profit margin: 19% (down from 24% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 47% per year, which means it is well ahead of earnings.
お知らせ • Mar 12APAC Opto Electronics Inc., Annual General Meeting, Jun 24, 2026APAC Opto Electronics Inc., Annual General Meeting, Jun 24, 2026. Location: no,3, tzu ch`iang rd., hukou township, hsinchu county Taiwan
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$105, the stock trades at a trailing P/E ratio of 43.3x. Average trailing P/E is 25x in the Electronic industry in Taiwan. Total returns to shareholders of 256% over the past three years.
New Risk • Mar 02New 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 7.0% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.0% average weekly change).
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$80.60, the stock trades at a trailing P/E ratio of 33.2x. Average trailing P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 168% over the past three years.
Reported Earnings • Nov 16Third quarter 2025 earnings released: EPS: NT$0.49 (vs NT$0.35 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.49 (up from NT$0.35 in 3Q 2024). Revenue: NT$213.7m (up 15% from 3Q 2024). Net income: NT$38.5m (up 39% from 3Q 2024). Profit margin: 18% (up from 15% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 15Upcoming dividend of NT$1.75 per shareEligible shareholders must have bought the stock before 21 August 2025. Payment date: 19 September 2025. Payout ratio and cash payout ratio are on the higher end at 96% and 83% respectively. Trailing yield: 2.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (2.6%).
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.14 (vs NT$0.66 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.14 (down from NT$0.66 in 2Q 2024). Revenue: NT$205.8m (down 17% from 2Q 2024). Net income: NT$10.8m (down 79% from 2Q 2024). Profit margin: 5.2% (down from 21% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
New Risk • Aug 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (96% payout ratio). Share price has been volatile over the past 3 months (6.1% average weekly change).
Declared Dividend • Aug 01Dividend reduced to NT$1.75Dividend of NT$1.75 is 27% lower than last year. Ex-date: 21st August 2025 Payment date: 19th September 2025 Dividend yield will be 1.9%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (61% cash payout ratio). The dividend has increased by an average of 2.9% 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 7.1% to bring the payout ratio under control, which is similar to the EPS growth achieved over the last 5 years.
お知らせ • Jun 26APAC Opto Electronics Inc. Announces Election of Independent Directors, Effective June 25, 2025APAC Opto Electronics Inc. at its 2025 Annual Shareholders' Meeting approved the election of independent directors. The previous position holders were Yeh Chen-Yen, Chairman of KUON CHEN Hardware Co. Ltd.; Yeh Ming-Yen, Chairman of GEO YOUNG CONSTRUCTION; GEO YOUNG INVESTMENT CO., LTD., Director of APAC Opto Electronics Inc.; Yu Hsiu-Hsia, Senior Manager of APAC Opto Electronics Inc.; Guan Chaur-Yeong, President of Da An Law Firm; Lin Ming-Hong, President of Chin Shih Chia United CPAs; and Chang Chia-Hsin, CPA of KPMG Audit Firm. The new position holders are Yeh Chen-Yen, Chairman of KUON CHEN Hardware Co. Ltd.; Yeh Ming-Yen, Chairman of GEO YOUNG CONSTRUCTION; GEO YOUNG INVESTMENT CO., LTD., Director of APAC Opto Electronics Inc.; Yu Hsiu-Hsia, Senior Manager of APAC Opto Electronics Inc.; Guan Chaur-Yeong, President of Da An Law Firm; Chang Chia-Hsin, CPA of KPMG Audit Firm; and Lin Jieh-Min, Lawyer of Dazhan United Law Firm. The effective date of the new appointment is June 25, 2025.
Reported Earnings • May 17First quarter 2025 earnings released: EPS: NT$0.75 (vs NT$0.76 in 1Q 2024)First quarter 2025 results: EPS: NT$0.75 (down from NT$0.76 in 1Q 2024). Revenue: NT$212.3m (down 6.8% from 1Q 2024). Net income: NT$59.0m (flat on 1Q 2024). Profit margin: 28% (up from 26% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.
お知らせ • Apr 29APAC Opto Electronics Inc. to Report Q1, 2025 Results on May 07, 2025APAC Opto Electronics Inc. announced that they will report Q1, 2025 results on May 07, 2025
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$70.50, the stock trades at a trailing P/E ratio of 28.3x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 112% over the past three years.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$76.00, the stock trades at a trailing P/E ratio of 30.5x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total returns to shareholders of 153% over the past three years.
Buy Or Sell Opportunity • Mar 31Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to NT$76.00. The fair value is estimated to be NT$98.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has grown by 7.3%.
お知らせ • Mar 13APAC Opto Electronics Inc., Annual General Meeting, Jun 25, 2025APAC Opto Electronics Inc., Annual General Meeting, Jun 25, 2025. Location: no,3, tzu ch`iang rd., hukou township, hsinchu county Taiwan
お知らせ • Mar 05APAC Opto Electronics Inc. to Report Fiscal Year 2024 Results on Mar 12, 2025APAC Opto Electronics Inc. announced that they will report fiscal year 2024 results on Mar 12, 2025
Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$109, the stock trades at a trailing P/E ratio of 43.4x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 281% over the past three years.
お知らせ • Oct 30APAC Opto Electronics Inc. to Report Q3, 2024 Results on Nov 06, 2024APAC Opto Electronics Inc. announced that they will report Q3, 2024 results on Nov 06, 2024
New Risk • Sep 30New major risk - Revenue and earnings growthRevenue has declined by 9.4% over the past year. 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 revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue 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 Revenue has declined by 9.4% over the past year. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.6% average weekly change).
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$92.30, the stock trades at a trailing P/E ratio of 36.7x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 288% over the past three years.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$75.60, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 196% over the past three years.
Declared Dividend • Aug 03Dividend reduced to NT$2.40Dividend of NT$2.40 is 20% lower than last year. Ex-date: 16th August 2024 Payment date: 12th September 2024 Dividend yield will be 2.9%, which is lower than the industry average of 4.0%. Sustainability & Growth The dividend has increased by an average of 1.8% 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 33% to bring the payout ratio under control, which is more than the 5.4% EPS growth achieved over the last 5 years.
お知らせ • Jul 24APAC Opto Electronics Inc. to Report Q2, 2024 Results on Jul 31, 2024APAC Opto Electronics Inc. announced that they will report Q2, 2024 results on Jul 31, 2024
New Risk • Jun 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 119% Cash payout ratio: 130% Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Share price has been volatile over the past 3 months (7.7% average weekly change).
お知らせ • Apr 12APAC Opto Electronics Inc., Annual General Meeting, Jun 26, 2024APAC Opto Electronics Inc., Annual General Meeting, Jun 26, 2024.
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$103, the stock trades at a trailing P/E ratio of 41x. Average trailing P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 335% over the past three years.
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 35%After last week's 35% share price gain to NT$90.20, the stock trades at a trailing P/E ratio of 34.6x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 246% over the past three years.
Buying Opportunity • Sep 28Now 20% undervaluedOver the last 90 days, the stock is up 66%. The fair value is estimated to be NT$87.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 31%.
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$70.50, the stock trades at a trailing P/E ratio of 27x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 148% over the past three years.
Upcoming Dividend • Aug 18Upcoming dividend of NT$3.00 per share at 5.6% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 22 September 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.6%. Within top quartile of Taiwanese dividend payers (5.6%). Higher than average of industry peers (4.2%).
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: NT$0.67 (vs NT$0.88 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.67 (down from NT$0.88 in 2Q 2022). Revenue: NT$205.1m (down 8.8% from 2Q 2022). Net income: NT$52.6m (down 23% from 2Q 2022). Profit margin: 26% (down from 31% 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 31% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 03APAC Opto Electronics Inc. Approves Cash Dividend, Payable on September 22, 2023APAC Opto Electronics Inc. approved cash dividend of TWD 234,650,721 (TWD 3.0 per share). Ex-rights (Ex-dividend) date: August 25, 2023. Ex-rights (Ex-dividend) record date: September 2, 2023.Payment date of cash dividend distribution: September 22, 2023.
Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$56.50, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 50% over the past three years.
New Risk • Jul 15New 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 6.5% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.5% average weekly change).
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$46.60, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 14% over the past three years.
Reported Earnings • Nov 20Third quarter 2022 earnings released: EPS: NT$0.91 (vs NT$0.61 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.91 (up from NT$0.61 in 3Q 2021). Revenue: NT$220.8m (up 1.3% from 3Q 2021). Net income: NT$71.0m (up 49% from 3Q 2021). Profit margin: 32% (up from 22% in 3Q 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$30.35, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 5.2% over the past three years.
Reported Earnings • Aug 17Second quarter 2022 earnings released: EPS: NT$0.88 (vs NT$0.41 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.88 (up from NT$0.41 in 2Q 2021). Revenue: NT$224.9m (up 12% from 2Q 2021). Net income: NT$68.6m (up 115% from 2Q 2021). Profit margin: 31% (up from 16% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 15% per year.
Upcoming Dividend • Aug 12Upcoming dividend of NT$1.80 per shareEligible shareholders must have bought the stock before 19 August 2022. Payment date: 16 September 2022. Payout ratio is a comfortable 67% and the cash payout ratio is 80%. Trailing yield: 4.8%. Lower than top quartile of Taiwanese dividend payers (6.6%). In line with average of industry peers (4.5%).
お知らせ • Aug 04APAC Opto Electronics Inc. Announces Dividend, Payable on September 16, 2022APAC Opto Electronics Inc. announced cash dividend of TWD 140,790,433(TWD 1.8 per share), payable on September 16, 2022 with record date of August 27, 2022 and Ex-dividend of August 19, 2022.
Board Change • Jul 31High number of new directorsIndependent Director Chia-Hsin Chang was the last director to join the board, commencing their role in 2022.
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$31.90, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 48% over the past three years.
お知らせ • Jun 24APAC Opto Electronics Inc. Announces Appointment of New Audit CommitteeAPAC Opto Electronics Inc.'s board of directors resolved to found the Audit Committee, effective June 22, 2022. Names of the new position holders are Lin Ming-Hong, Guan Chaur-Yeong and Chang Chia-Hsin.
お知らせ • Jun 23APAC Opto Electronics Inc. Appoints Chang Chia-Hsin as Independent DirectorAPAC Opto Electronics Inc. announced that the AGM held on June 22, 2022, approved the appointment of Chang Chia-Hsin as Independent Director.
Reported Earnings • May 19First quarter 2022 earnings released: EPS: NT$0.95 (vs NT$0.10 in 1Q 2021)First quarter 2022 results: EPS: NT$0.95 (up from NT$0.10 in 1Q 2021). Revenue: NT$251.1m (up 66% from 1Q 2021). Net income: NT$74.3m (up NT$66.4m from 1Q 2021). Profit margin: 30% (up from 5.2% 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 5% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of 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. 2 experienced directors. 5 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Chaur-Yeong Guan was the last independent director to join the board, commencing their role in 2016. 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 • Apr 03Full year 2021 earnings released: EPS: NT$1.86 (vs NT$1.55 in FY 2020)Full year 2021 results: EPS: NT$1.86 (up from NT$1.55 in FY 2020). Revenue: NT$778.9m (up 5.2% from FY 2020). Net income: NT$145.2m (up 20% from FY 2020). Profit margin: 19% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Apr 02APAC Opto Electronics Inc., Annual General Meeting, Jun 22, 2022APAC Opto Electronics Inc., Annual General Meeting, Jun 22, 2022.
Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS NT$0.61 (vs NT$0.36 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$218.0m (up 16% from 3Q 2020). Net income: NT$47.6m (up 69% from 3Q 2020). Profit margin: 22% (up from 15% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$31.50, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 103% over the past three years.
Executive Departure • May 25Executive Vice President Chi-Wen Chang has left the companyOn the 17th of May, Chi-Wen Chang's tenure as Executive Vice President ended after 18.0 years in the role. We don't have any record of a personal shareholding under Chi-Wen's name. A total of 2 executives have left over the last 12 months.
Reported Earnings • May 18First quarter 2021 earnings released: EPS NT$0.10 (vs NT$0.52 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$151.6m (down 19% from 1Q 2020). Net income: NT$7.91m (down 81% from 1Q 2020). Profit margin: 5.2% (down from 22% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% 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 • May 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$28.25, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 63% over the past three years.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$36.65, the stock trades at a trailing P/E ratio of 23.6x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total returns to shareholders of 103% over the past three years.
分析記事 • Apr 05Is APAC Opto Electronics Inc. (GTSM:4908) The Right Choice For A Smart Dividend Investor?Dividend paying stocks like APAC Opto Electronics Inc. ( GTSM:4908 ) tend to be popular with investors, and for good...
Reported Earnings • Apr 01Full year 2020 earnings released: EPS NT$1.55 (vs NT$1.66 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: NT$740.8m (down 9.4% from FY 2019). Net income: NT$121.4m (down 6.4% from FY 2019). Profit margin: 16% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
分析記事 • Mar 16Here’s What’s Happening With Returns At APAC Opto Electronics (GTSM:4908)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Feb 15APAC Opto Electronics Inc.'s (GTSM:4908) Stock Has Shown Weakness Lately But Financial Prospects Look Decent: Is The Market Wrong?APAC Opto Electronics (GTSM:4908) has had a rough three months with its share price down 12%. However, the company's...
お知らせ • Feb 04APAC Opto Electronics Inc. Appoints Tracy Wu as Chief Internal AuditorAPAC Opto Electronics Inc. appointed Tracy Wu as chief internal auditor on February 3, 2021.
分析記事 • Jan 25Shareholders Of APAC Opto Electronics (GTSM:4908) Must Be Happy With Their 86% ReturnIt might be of some concern to shareholders to see the APAC Opto Electronics Inc. ( GTSM:4908 ) share price down 12% in...
Is New 90 Day High Low • Jan 20New 90-day low: NT$27.50The company is down 9.0% from its price of NT$30.10 on 23 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 25% over the same period.
分析記事 • Jan 04Are Dividend Investors Getting More Than They Bargained For With APAC Opto Electronics Inc.'s (GTSM:4908) Dividend?Today we'll take a closer look at APAC Opto Electronics Inc. ( GTSM:4908 ) from a dividend investor's perspective...
お知らせ • Jan 02APAC Opto Electronics Inc. Announces Resignation of SP Huang, Chief Internal AuditorAPAC Opto Electronics Inc. announced the resignation of SP Huang, chief internal auditor.
分析記事 • Dec 13Returns On Capital - An Important Metric For APAC Opto Electronics (GTSM:4908)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS NT$0.36The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$187.8m (down 2.1% from 3Q 2019). Net income: NT$28.2m (down 27% from 3Q 2019). Profit margin: 15% (down from 20% in 3Q 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Nov 03New 90-day low: NT$28.00The company is down 25% from its price of NT$37.35 on 05 August 2020. The Taiwanese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 6.0% over the same period.