View Financial HealthNew Era Electronics 配当と自社株買い配当金 基準チェック /36New Era Electronics配当を支払う会社であり、現在の利回りは11.09%です。主要情報11.1%配当利回り-0.004%バイバック利回り総株主利回り11.1%将来の配当利回りn/a配当成長17.7%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向2,553%最近の配当と自社株買いの更新Upcoming Dividend • Jul 14Upcoming dividend of NT$6.00 per shareEligible shareholders must have bought the stock before 21 July 2025. Payment date: 15 August 2025. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 8.2%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (3.1%).Upcoming Dividend • Aug 19Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 26 August 2024. Payment date: 25 September 2024. Trailing yield: 0.4%. Lower than top quartile of Taiwanese dividend payers (4.4%). Lower than average of industry peers (2.8%).お知らせ • Aug 10New Era Electronics Co., Ltd Announces Annual Dividend, Payable on September 25, 2024New Era Electronics Co. Ltd. announced Annual dividend of TWD 0.4200 per share payable on September 25, 2024, ex-date on August 26, 2024 and record date on September 1, 2024.Upcoming Dividend • Aug 23Upcoming dividend of NT$0.30 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 29 September 2021. Trailing yield: 1.4%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.3%).すべての更新を表示Recent updatesReported Earnings • May 11First quarter 2026 earnings released: EPS: NT$0.046 (vs NT$0.04 in 1Q 2025)First quarter 2026 results: EPS: NT$0.046 (up from NT$0.04 in 1Q 2025). Revenue: NT$51.7m (down 56% from 1Q 2025). Net income: NT$4.31m (up 15% from 1Q 2025). Profit margin: 8.3% (up from 3.2% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 16New Era Electronics Co., Ltd, Annual General Meeting, Jun 23, 2026New Era Electronics Co., Ltd, Annual General Meeting, Jun 23, 2026, at 09:00 Taipei Standard Time. Location: no,45, 15chien, sinwu district, taoyuan city TaiwanReported Earnings • Mar 14Full year 2025 earnings released: NT$1.25 loss per share (vs NT$10.57 profit in FY 2024)Full year 2025 results: NT$1.25 loss per share (down from NT$10.57 profit in FY 2024). Revenue: NT$296.6m (down 89% from FY 2024). Net loss: NT$116.7m (down 112% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Mar 14New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Dividend per share is over 25x earnings per share. Cash payout ratio: 104% Dividend yield: 9.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Dividend is not well covered by earnings and cash flows. Dividend per share is over 25x earnings per share. Cash payout ratio: 104%New Risk • Dec 16New 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 6.8% 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 (dividend per share is over 25x earnings per share). Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.7% net profit margin).Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$0.62 (vs NT$3.35 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.62 (down from NT$3.35 in 3Q 2024). Revenue: NT$71.2m (down 91% from 3Q 2024). Net income: NT$57.5m (down 82% from 3Q 2024). Profit margin: 81% (up from 38% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.New Risk • Nov 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.7% Last year net profit margin: 33% 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. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (130% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.7% net profit margin).Reported Earnings • Aug 14Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: NT$51.5m (down 92% from 2Q 2024). Net loss: NT$197.7m (down 207% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 131% per year but the company’s share price has only increased by 52% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$60.40, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 291% over the past three years.Upcoming Dividend • Jul 14Upcoming dividend of NT$6.00 per shareEligible shareholders must have bought the stock before 21 July 2025. Payment date: 15 August 2025. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 8.2%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (3.1%).Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$0.04 (vs NT$1.90 in 1Q 2024)First quarter 2025 results: EPS: NT$0.04 (down from NT$1.90 in 1Q 2024). Revenue: NT$118.7m (down 77% from 1Q 2024). Net income: NT$3.74m (down 98% from 1Q 2024). Profit margin: 3.2% (down from 34% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has only increased by 62% per year, which means it is significantly lagging earnings growth.お知らせ • May 01New Era Electronics Co., Ltd to Report Q1, 2025 Results on May 09, 2025New Era Electronics Co., Ltd announced that they will report Q1, 2025 results on May 09, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$75.60, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 302% over the past three years.New Risk • Mar 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 401% Dividend yield: 6.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.3% average weekly change). High level of non-cash earnings (102% accrual ratio). Minor Risk Dividend is not well covered by cash flows (401% cash payout ratio).Reported Earnings • Mar 19Full year 2024 earnings released: EPS: NT$10.58 (vs NT$0.42 in FY 2023)Full year 2024 results: EPS: NT$10.58 (up from NT$0.42 in FY 2023). Revenue: NT$2.78b (up 286% from FY 2023). Net income: NT$987.1m (up NT$948.2m from FY 2023). Profit margin: 36% (up from 5.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 139% per year but the company’s share price has only increased by 82% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 14New Era Electronics Co., Ltd, Annual General Meeting, Jun 25, 2025New Era Electronics Co., Ltd, Annual General Meeting, Jun 25, 2025. Location: no,45, sinwu district, taoyuan city TaiwanNew Risk • Mar 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. 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 Risks Share price has been highly volatile over the past 3 months (8.2% average weekly change). High level of non-cash earnings (48% accrual ratio). Minor Risk Latest financial reports are more than 6 months old (reported June 2024 fiscal period end).New Risk • Feb 26New 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 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.2% average weekly change). High level of non-cash earnings (48% accrual ratio).Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$103, the stock trades at a trailing P/E ratio of 26x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 444% over the past three years.Valuation Update With 7 Day Price Move • Nov 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$114, the stock trades at a trailing P/E ratio of 28.7x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 391% over the past three years.お知らせ • Oct 31New Era Electronics Co., Ltd to Report Q3, 2024 Results on Nov 07, 2024New Era Electronics Co., Ltd announced that they will report Q3, 2024 results on Nov 07, 2024Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$148, the stock trades at a trailing P/E ratio of 37.2x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 597% over the past three years.Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$136, the stock trades at a trailing P/E ratio of 34.3x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 549% over the past three years.Upcoming Dividend • Aug 19Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 26 August 2024. Payment date: 25 September 2024. Trailing yield: 0.4%. Lower than top quartile of Taiwanese dividend payers (4.4%). Lower than average of industry peers (2.8%).Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$1.98 (vs NT$0.095 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.98 (up from NT$0.095 in 2Q 2023). Revenue: NT$605.3m (up 400% from 2Q 2023). Net income: NT$184.5m (up NT$175.6m from 2Q 2023). Profit margin: 31% (up from 7.4% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 78% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 10New Era Electronics Co., Ltd Announces Annual Dividend, Payable on September 25, 2024New Era Electronics Co. Ltd. announced Annual dividend of TWD 0.4200 per share payable on September 25, 2024, ex-date on August 26, 2024 and record date on September 1, 2024.お知らせ • Jul 30New Era Electronics Co., Ltd to Report Q2, 2024 Results on Aug 08, 2024New Era Electronics Co., Ltd announced that they will report Q2, 2024 results on Aug 08, 2024Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$123, the stock trades at a trailing P/E ratio of 55.6x. Average trailing P/E is 26x in the Electronic industry in Taiwan. Total returns to shareholders of 368% over the past three years.Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$109, the stock trades at a trailing P/E ratio of 49.3x. Average trailing P/E is 25x in the Electronic industry in Taiwan. Total returns to shareholders of 338% over the past three years.Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$1.76 (vs NT$0.038 loss in 1Q 2023)First quarter 2024 results: EPS: NT$1.76 (up from NT$0.038 loss in 1Q 2023). Revenue: NT$546.7m (up 240% from 1Q 2023). Net income: NT$164.1m (up NT$167.6m from 1Q 2023). Profit margin: 30% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 24New Era Electronics Co., Ltd to Report Q1, 2024 Results on May 09, 2024New Era Electronics Co., Ltd announced that they will report Q1, 2024 results on May 09, 2024お知らせ • Mar 23New Era Electronics Co., Ltd, Annual General Meeting, Jun 25, 2024New Era Electronics Co., Ltd, Annual General Meeting, Jun 25, 2024.New Risk • Oct 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.6% average weekly change). Revenue has declined by 36% over the past year. Minor Risk Market cap is less than US$100m (NT$2.13b market cap, or US$65.7m).New Risk • Aug 20New 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 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 72% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (NT$2.10b market cap, or US$65.8m).Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: NT$0.10 (vs NT$0.12 loss in 2Q 2022)Second quarter 2023 results: EPS: NT$0.10 (up from NT$0.12 loss in 2Q 2022). Revenue: NT$121.2m (up 4.5% from 2Q 2022). Net income: NT$8.91m (up NT$19.6m from 2Q 2022). Profit margin: 7.4% (up from net loss in 2Q 2022). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Reported Earnings • Aug 16Second quarter 2022 earnings released: NT$0.11 loss per share (vs NT$0.42 loss in 2Q 2021)Second quarter 2022 results: NT$0.11 loss per share (up from NT$0.42 loss in 2Q 2021). Revenue: NT$115.9m (down 33% from 2Q 2021). Net loss: NT$10.7m (loss narrowed 73% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 108 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 15Third quarter 2021 earnings released: NT$0.22 loss per share (vs NT$0.018 loss in 3Q 2020)The company reported a soft third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: NT$178.6m (up 3.3% from 3Q 2020). Net loss: NT$20.6m (loss widened NT$19.0m from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 128 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Aug 23Upcoming dividend of NT$0.30 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 29 September 2021. Trailing yield: 1.4%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.3%).Reported Earnings • Mar 30Full year 2020 earnings released: EPS NT$0.16 (vs NT$0.033 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$681.3m (down 13% from FY 2019). Net income: NT$14.9m (up 384% from FY 2019). Profit margin: 2.2% (up from 0.4% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.分析記事 • Feb 22Does New Era Electronics (GTSM:4909) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Dec 31If You Had Bought New Era Electronics (GTSM:4909) Shares A Year Ago You'd Have Earned 10% ReturnsThere's no doubt that investing in the stock market is a truly brilliant way to build wealth. But if when you choose to...Is New 90 Day High Low • Dec 28New 90-day high: NT$19.80The company is up 25% from its price of NT$15.90 on 30 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 17% over the same period.Is New 90 Day High Low • Dec 04New 90-day high: NT$19.50The company is up 9.0% from its price of NT$17.85 on 04 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electronic industry, which is up 8.0% over the same period.Reported Earnings • Nov 14Third quarter 2020 earnings released: NT$0.02 loss per shareThe company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: NT$172.9m (down 3.9% from 3Q 2019). Net loss: NT$1.64m (loss narrowed 73% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Nov 12New 90-day high: NT$18.20The company is up 8.0% from its price of NT$16.80 on 14 August 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 1.0% over the same period.Is New 90 Day High Low • Oct 19New 90-day high: NT$18.05The company is up 7.0% from its price of NT$16.85 on 21 July 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 4.0% over the same period.Is New 90 Day High Low • Sep 25New 90-day low: NT$15.55The company is down 2.0% from its price of NT$15.80 on 24 June 2020. The Taiwanese market is up 5.0% 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.決済の安定と成長配当データの取得安定した配当: 4909の配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 4909の配当金は過去10年間にわたって増加しています。配当利回り対市場New Era Electronics 配当利回り対市場4909 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (4909)11.1%市場下位25% (TW)1.4%市場トップ25% (TW)5.0%業界平均 (Electronic)1.4%アナリスト予想 (4909) (最長3年)n/a注目すべき配当: 4909の配当金 ( 11.09% ) はTW市場の配当金支払者の下位 25% ( 1.45% ) よりも高くなっています。高配当: 4909の配当金 ( 11.09% ) はTW市場 ( 4.96% ) の配当支払者の中で上位 25% に入っています。株主への利益配当収益カバレッジ: 4909は高い 配当性向 ( 2553% ) のため、配当金の支払いは利益によって十分にカバーされていません。株主配当金キャッシュフローカバレッジ: 4909は配当金を支払っていますが、同社にはフリーキャッシュフローがありません。高配当企業の発掘7D1Y7D1Y7D1YTW 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/12 10:03終値2026/05/12 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New Era Electronics 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。2 アナリスト機関Yiho LiuCapital Securities CorporationJunlin LiuSinoPac Securities Investment Service
Upcoming Dividend • Jul 14Upcoming dividend of NT$6.00 per shareEligible shareholders must have bought the stock before 21 July 2025. Payment date: 15 August 2025. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 8.2%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (3.1%).
Upcoming Dividend • Aug 19Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 26 August 2024. Payment date: 25 September 2024. Trailing yield: 0.4%. Lower than top quartile of Taiwanese dividend payers (4.4%). Lower than average of industry peers (2.8%).
お知らせ • Aug 10New Era Electronics Co., Ltd Announces Annual Dividend, Payable on September 25, 2024New Era Electronics Co. Ltd. announced Annual dividend of TWD 0.4200 per share payable on September 25, 2024, ex-date on August 26, 2024 and record date on September 1, 2024.
Upcoming Dividend • Aug 23Upcoming dividend of NT$0.30 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 29 September 2021. Trailing yield: 1.4%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.3%).
Reported Earnings • May 11First quarter 2026 earnings released: EPS: NT$0.046 (vs NT$0.04 in 1Q 2025)First quarter 2026 results: EPS: NT$0.046 (up from NT$0.04 in 1Q 2025). Revenue: NT$51.7m (down 56% from 1Q 2025). Net income: NT$4.31m (up 15% from 1Q 2025). Profit margin: 8.3% (up from 3.2% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 16New Era Electronics Co., Ltd, Annual General Meeting, Jun 23, 2026New Era Electronics Co., Ltd, Annual General Meeting, Jun 23, 2026, at 09:00 Taipei Standard Time. Location: no,45, 15chien, sinwu district, taoyuan city Taiwan
Reported Earnings • Mar 14Full year 2025 earnings released: NT$1.25 loss per share (vs NT$10.57 profit in FY 2024)Full year 2025 results: NT$1.25 loss per share (down from NT$10.57 profit in FY 2024). Revenue: NT$296.6m (down 89% from FY 2024). Net loss: NT$116.7m (down 112% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Mar 14New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Dividend per share is over 25x earnings per share. Cash payout ratio: 104% Dividend yield: 9.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Dividend is not well covered by earnings and cash flows. Dividend per share is over 25x earnings per share. Cash payout ratio: 104%
New Risk • Dec 16New 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 6.8% 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 (dividend per share is over 25x earnings per share). Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.7% net profit margin).
Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$0.62 (vs NT$3.35 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.62 (down from NT$3.35 in 3Q 2024). Revenue: NT$71.2m (down 91% from 3Q 2024). Net income: NT$57.5m (down 82% from 3Q 2024). Profit margin: 81% (up from 38% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
New Risk • Nov 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.7% Last year net profit margin: 33% 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. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (130% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.7% net profit margin).
Reported Earnings • Aug 14Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: NT$51.5m (down 92% from 2Q 2024). Net loss: NT$197.7m (down 207% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 131% per year but the company’s share price has only increased by 52% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$60.40, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 291% over the past three years.
Upcoming Dividend • Jul 14Upcoming dividend of NT$6.00 per shareEligible shareholders must have bought the stock before 21 July 2025. Payment date: 15 August 2025. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 8.2%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (3.1%).
Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$0.04 (vs NT$1.90 in 1Q 2024)First quarter 2025 results: EPS: NT$0.04 (down from NT$1.90 in 1Q 2024). Revenue: NT$118.7m (down 77% from 1Q 2024). Net income: NT$3.74m (down 98% from 1Q 2024). Profit margin: 3.2% (down from 34% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has only increased by 62% per year, which means it is significantly lagging earnings growth.
お知らせ • May 01New Era Electronics Co., Ltd to Report Q1, 2025 Results on May 09, 2025New Era Electronics Co., Ltd announced that they will report Q1, 2025 results on May 09, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$75.60, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 302% over the past three years.
New Risk • Mar 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 401% Dividend yield: 6.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.3% average weekly change). High level of non-cash earnings (102% accrual ratio). Minor Risk Dividend is not well covered by cash flows (401% cash payout ratio).
Reported Earnings • Mar 19Full year 2024 earnings released: EPS: NT$10.58 (vs NT$0.42 in FY 2023)Full year 2024 results: EPS: NT$10.58 (up from NT$0.42 in FY 2023). Revenue: NT$2.78b (up 286% from FY 2023). Net income: NT$987.1m (up NT$948.2m from FY 2023). Profit margin: 36% (up from 5.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 139% per year but the company’s share price has only increased by 82% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 14New Era Electronics Co., Ltd, Annual General Meeting, Jun 25, 2025New Era Electronics Co., Ltd, Annual General Meeting, Jun 25, 2025. Location: no,45, sinwu district, taoyuan city Taiwan
New Risk • Mar 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. 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 Risks Share price has been highly volatile over the past 3 months (8.2% average weekly change). High level of non-cash earnings (48% accrual ratio). Minor Risk Latest financial reports are more than 6 months old (reported June 2024 fiscal period end).
New Risk • Feb 26New 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 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.2% average weekly change). High level of non-cash earnings (48% accrual ratio).
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$103, the stock trades at a trailing P/E ratio of 26x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 444% over the past three years.
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$114, the stock trades at a trailing P/E ratio of 28.7x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 391% over the past three years.
お知らせ • Oct 31New Era Electronics Co., Ltd to Report Q3, 2024 Results on Nov 07, 2024New Era Electronics Co., Ltd announced that they will report Q3, 2024 results on Nov 07, 2024
Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$148, the stock trades at a trailing P/E ratio of 37.2x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 597% over the past three years.
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$136, the stock trades at a trailing P/E ratio of 34.3x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 549% over the past three years.
Upcoming Dividend • Aug 19Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 26 August 2024. Payment date: 25 September 2024. Trailing yield: 0.4%. Lower than top quartile of Taiwanese dividend payers (4.4%). Lower than average of industry peers (2.8%).
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$1.98 (vs NT$0.095 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.98 (up from NT$0.095 in 2Q 2023). Revenue: NT$605.3m (up 400% from 2Q 2023). Net income: NT$184.5m (up NT$175.6m from 2Q 2023). Profit margin: 31% (up from 7.4% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 78% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 10New Era Electronics Co., Ltd Announces Annual Dividend, Payable on September 25, 2024New Era Electronics Co. Ltd. announced Annual dividend of TWD 0.4200 per share payable on September 25, 2024, ex-date on August 26, 2024 and record date on September 1, 2024.
お知らせ • Jul 30New Era Electronics Co., Ltd to Report Q2, 2024 Results on Aug 08, 2024New Era Electronics Co., Ltd announced that they will report Q2, 2024 results on Aug 08, 2024
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$123, the stock trades at a trailing P/E ratio of 55.6x. Average trailing P/E is 26x in the Electronic industry in Taiwan. Total returns to shareholders of 368% over the past three years.
Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$109, the stock trades at a trailing P/E ratio of 49.3x. Average trailing P/E is 25x in the Electronic industry in Taiwan. Total returns to shareholders of 338% over the past three years.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$1.76 (vs NT$0.038 loss in 1Q 2023)First quarter 2024 results: EPS: NT$1.76 (up from NT$0.038 loss in 1Q 2023). Revenue: NT$546.7m (up 240% from 1Q 2023). Net income: NT$164.1m (up NT$167.6m from 1Q 2023). Profit margin: 30% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 24New Era Electronics Co., Ltd to Report Q1, 2024 Results on May 09, 2024New Era Electronics Co., Ltd announced that they will report Q1, 2024 results on May 09, 2024
お知らせ • Mar 23New Era Electronics Co., Ltd, Annual General Meeting, Jun 25, 2024New Era Electronics Co., Ltd, Annual General Meeting, Jun 25, 2024.
New Risk • Oct 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.6% average weekly change). Revenue has declined by 36% over the past year. Minor Risk Market cap is less than US$100m (NT$2.13b market cap, or US$65.7m).
New Risk • Aug 20New 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 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 72% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (NT$2.10b market cap, or US$65.8m).
Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: NT$0.10 (vs NT$0.12 loss in 2Q 2022)Second quarter 2023 results: EPS: NT$0.10 (up from NT$0.12 loss in 2Q 2022). Revenue: NT$121.2m (up 4.5% from 2Q 2022). Net income: NT$8.91m (up NT$19.6m from 2Q 2022). Profit margin: 7.4% (up from net loss in 2Q 2022). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 16Second quarter 2022 earnings released: NT$0.11 loss per share (vs NT$0.42 loss in 2Q 2021)Second quarter 2022 results: NT$0.11 loss per share (up from NT$0.42 loss in 2Q 2021). Revenue: NT$115.9m (down 33% from 2Q 2021). Net loss: NT$10.7m (loss narrowed 73% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 108 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 15Third quarter 2021 earnings released: NT$0.22 loss per share (vs NT$0.018 loss in 3Q 2020)The company reported a soft third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: NT$178.6m (up 3.3% from 3Q 2020). Net loss: NT$20.6m (loss widened NT$19.0m from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 128 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Aug 23Upcoming dividend of NT$0.30 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 29 September 2021. Trailing yield: 1.4%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.3%).
Reported Earnings • Mar 30Full year 2020 earnings released: EPS NT$0.16 (vs NT$0.033 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$681.3m (down 13% from FY 2019). Net income: NT$14.9m (up 384% from FY 2019). Profit margin: 2.2% (up from 0.4% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
分析記事 • Feb 22Does New Era Electronics (GTSM:4909) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Dec 31If You Had Bought New Era Electronics (GTSM:4909) Shares A Year Ago You'd Have Earned 10% ReturnsThere's no doubt that investing in the stock market is a truly brilliant way to build wealth. But if when you choose to...
Is New 90 Day High Low • Dec 28New 90-day high: NT$19.80The company is up 25% from its price of NT$15.90 on 30 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 17% over the same period.
Is New 90 Day High Low • Dec 04New 90-day high: NT$19.50The company is up 9.0% from its price of NT$17.85 on 04 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electronic industry, which is up 8.0% over the same period.
Reported Earnings • Nov 14Third quarter 2020 earnings released: NT$0.02 loss per shareThe company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: NT$172.9m (down 3.9% from 3Q 2019). Net loss: NT$1.64m (loss narrowed 73% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Nov 12New 90-day high: NT$18.20The company is up 8.0% from its price of NT$16.80 on 14 August 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 1.0% over the same period.
Is New 90 Day High Low • Oct 19New 90-day high: NT$18.05The company is up 7.0% from its price of NT$16.85 on 21 July 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 4.0% over the same period.
Is New 90 Day High Low • Sep 25New 90-day low: NT$15.55The company is down 2.0% from its price of NT$15.80 on 24 June 2020. The Taiwanese market is up 5.0% 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.