View Financial HealthU-MEDIA Communications 配当と自社株買い配当金 基準チェック /46U-MEDIA Communications配当を支払う会社であり、現在の利回りは5.05%で、収益によって十分にカバーされています。主要情報5.1%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長-1.5%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82%最近の配当と自社株買いの更新Declared Dividend • Jun 22Dividend reduced to NT$2.50Dividend of NT$2.50 is 11% lower than last year. Ex-date: 3rd July 2025 Payment date: 28th July 2025 Dividend yield will be 4.9%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by earnings (55% earnings payout ratio) but not covered by cash flows (207% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 12% over the next year, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jun 27Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 22 July 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.5%).Upcoming Dividend • Apr 13Upcoming dividend of NT$4.00 per share at 7.0% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 12 May 2023. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 7.0%. Within top quartile of Taiwanese dividend payers (5.7%). Higher than average of industry peers (3.0%).Upcoming Dividend • Jun 02Upcoming dividend of NT$2.69 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 01 July 2022. Payout ratio is a comfortable 70% but the company is not cash flow positive. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (6.0%). Higher than average of industry peers (3.2%).Upcoming Dividend • Jun 04Upcoming dividend of NT$3.50 per shareEligible shareholders must have bought the stock before 11 June 2021. Payment date: 01 July 2021. Trailing yield: 6.7%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).すべての更新を表示Recent updatesReported Earnings • May 15First quarter 2026 earnings released: EPS: NT$0.83 (vs NT$1.65 in 1Q 2025)First quarter 2026 results: EPS: NT$0.83 (down from NT$1.65 in 1Q 2025). Revenue: NT$268.6m (down 52% from 1Q 2025). Net income: NT$31.6m (down 49% from 1Q 2025). Profit margin: 12% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$3.87 (vs NT$3.60 in FY 2024)Full year 2025 results: EPS: NT$3.87 (up from NT$3.60 in FY 2024). Revenue: NT$1.95b (flat on FY 2024). Net income: NT$145.8m (up 7.5% from FY 2024). Profit margin: 7.5% (up from 6.9% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Mar 06U-MEDIA Communications, Inc., Annual General Meeting, Jun 26, 2026U-MEDIA Communications, Inc., Annual General Meeting, Jun 26, 2026. Location: 1 floor no,1, chin shan 8th st., hsinchu city TaiwanBuy Or Sell Opportunity • Feb 27Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to NT$53.70. The fair value is estimated to be NT$44.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.8% over the last 3 years. Earnings per share has declined by 30%.Buy Or Sell Opportunity • Jan 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to NT$53.70. The fair value is estimated to be NT$44.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.8% over the last 3 years. Earnings per share has declined by 30%. Revenue is forecast to decline by 7.9% in a year. Earnings are forecast to decline by 45% in the next year.Valuation Update With 7 Day Price Move • Jan 23Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$53.70, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the Communications industry in Taiwan. Total returns to shareholders of 16% over the past three years.お知らせ • Jan 22Lite-On Technology Corporation (TWSE:2301) proposed to acquire U-MEDIA Communications, Inc. (TPEX:6470) for TWD 2 billion.Lite-On Technology Corporation (TWSE:2301) proposed to acquire U-MEDIA Communications, Inc. (TPEX:6470) for TWD 2 billion on January 21, 2026. A cash consideration of TWD 2.04 billion valued at TWD 54 per share will be paid by Lite-On Technology Corporation. As part of consideration, TWD 2.04 billion is paid towards common equity of U-MEDIA Communications, Inc. The transaction will be financed through self-owned funds. The transaction is subject to approval of offer by acquirer board and minimum tender of 20% of the total issued shares. The deal has been approved by the board of Lite-On Technology Corporation. The tender offer period will commence on January 23rd, 2026, and close on March 12th, 2026. Chang, Shu-Chen of BDO Taiwan CPA Firm acted as accountant for Lite-On Technology Corporation.Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$2.14 (vs NT$0.30 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.14 (up from NT$0.30 in 3Q 2024). Revenue: NT$495.3m (down 17% from 3Q 2024). Net income: NT$80.8m (up NT$69.6m from 3Q 2024). Profit margin: 16% (up from 1.9% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is expected to decline by 9.4% p.a. on average during the next 2 years, while revenues in the Communications industry in Taiwan are expected to grow by 24%. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 09Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: NT$1.52 loss per share (down from NT$0.79 profit in 2Q 2024). Revenue: NT$530.0m (up 15% from 2Q 2024). Net loss: NT$57.2m (down 292% from profit in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is expected to decline by 10% p.a. on average during the next 2 years, while revenues in the Communications industry in Taiwan are expected to grow by 24%. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.New Risk • Jun 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 46% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 46% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (207% cash payout ratio). Market cap is less than US$100m (NT$1.95b market cap, or US$66.3m).Declared Dividend • Jun 22Dividend reduced to NT$2.50Dividend of NT$2.50 is 11% lower than last year. Ex-date: 3rd July 2025 Payment date: 28th July 2025 Dividend yield will be 4.9%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by earnings (55% earnings payout ratio) but not covered by cash flows (207% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 12% over the next year, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$55.00, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Communications industry in Taiwan. Negligible returns to shareholders over past three years.Reported Earnings • May 10First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$1.65 (up from NT$0.91 in 1Q 2024). Revenue: NT$554.4m (up 61% from 1Q 2024). Net income: NT$62.1m (up 82% from 1Q 2024). Profit margin: 11% (up from 9.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 83%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$43.70, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Communications industry in Taiwan. Total returns to shareholders of 5.8% over the past three years.Reported Earnings • Mar 19Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: NT$3.60 (down from NT$4.18 in FY 2023). Revenue: NT$1.97b (down 17% from FY 2023). Net income: NT$135.7m (down 12% from FY 2023). Profit margin: 6.9% (up from 6.5% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 15% 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 • Mar 07U-MEDIA Communications, Inc., Annual General Meeting, Jun 19, 2025U-MEDIA Communications, Inc., Annual General Meeting, Jun 19, 2025. Location: 1 floor no,1, chin shan 8th st., hsinchu city TaiwanNew Risk • Jan 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (166% payout ratio). Share price has been volatile over the past 3 months (6.2% average weekly change). Profit margins are more than 30% lower than last year (3.3% net profit margin). Shareholders have been diluted in the past year (15% increase in shares outstanding). Market cap is less than US$100m (NT$1.87b market cap, or US$56.7m).Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$58.40, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the Communications industry in Taiwan. Total returns to shareholders of 58% over the past three years.Reported Earnings • Nov 13Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: NT$0.30 (down from NT$1.92 in 3Q 2023). Revenue: NT$595.5m (down 8.3% from 3Q 2023). Net income: NT$11.2m (down 85% from 3Q 2023). Profit margin: 1.9% (down from 11% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 72%. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Communications industry in Taiwan. 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 3% per year, which means it is well ahead of earnings.New Risk • Nov 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.3% Last year net profit margin: 7.0% 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 (166% payout ratio). Profit margins are more than 30% lower than last year (3.3% net profit margin). Shareholders have been diluted in the past year (15% increase in shares outstanding). Market cap is less than US$100m (NT$1.85b market cap, or US$57.2m).Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$45.05, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Communications industry in Taiwan. Total returns to shareholders of 26% over the past three years.Buy Or Sell Opportunity • Aug 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to NT$47.00. The fair value is estimated to be NT$60.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 5.4%. Revenue is forecast to grow by 11% in a year. Earnings are forecast to grow by 24% in the next year.Upcoming Dividend • Jun 27Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 22 July 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.5%).Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.91 (vs NT$0.90 in 1Q 2023)First quarter 2024 results: EPS: NT$0.91 (up from NT$0.90 in 1Q 2023). Revenue: NT$343.6m (down 41% from 1Q 2023). Net income: NT$34.2m (up 12% from 1Q 2023). Profit margin: 9.9% (up from 5.3% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.お知らせ • Mar 30U-MEDIA Communications, Inc., Annual General Meeting, Jun 19, 2024U-MEDIA Communications, Inc., Annual General Meeting, Jun 19, 2024.New Risk • Mar 20New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 15% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. 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. Shareholders have been diluted in the past year (15% increase in shares outstanding). Market cap is less than US$100m (NT$2.11b market cap, or US$66.3m).Reported Earnings • Mar 17Full year 2023 earnings released: EPS: NT$4.18 (vs NT$6.17 in FY 2022)Full year 2023 results: EPS: NT$4.18 (down from NT$6.17 in FY 2022). Revenue: NT$2.37b (down 8.0% from FY 2022). Net income: NT$153.8m (down 24% from FY 2022). Profit margin: 6.5% (down from 7.8% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Buying Opportunity • Dec 19Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be NT$79.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 10.0%.Reported Earnings • Aug 05Second quarter 2023 earnings released: EPS: NT$1.66 (vs NT$2.02 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.66 (down from NT$2.02 in 2Q 2022). Revenue: NT$633.7m (down 16% from 2Q 2022). Net income: NT$62.5m (down 5.2% from 2Q 2022). Profit margin: 9.9% (up from 8.7% in 2Q 2022). 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 17% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$80.30, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 116% over the past three years.Valuation Update With 7 Day Price Move • Apr 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$61.20, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 19x in the Communications industry in Taiwan. Total returns to shareholders of 95% over the past three years.Upcoming Dividend • Apr 13Upcoming dividend of NT$4.00 per share at 7.0% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 12 May 2023. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 7.0%. Within top quartile of Taiwanese dividend payers (5.7%). Higher than average of industry peers (3.0%).Reported Earnings • Mar 31Full year 2022 earnings released: EPS: NT$6.17 (vs NT$3.42 in FY 2021)Full year 2022 results: EPS: NT$6.17 (up from NT$3.42 in FY 2021). Revenue: NT$2.58b (up 50% from FY 2021). Net income: NT$201.3m (up 80% from FY 2021). Profit margin: 7.8% (up from 6.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$66.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Communications industry in Taiwan. Total returns to shareholders of 64% over the past three years.Price Target Changed • Nov 16Price target increased to NT$85.00Up from NT$61.00, the current price target is provided by 1 analyst. New target price is 49% above last closing price of NT$57.20. Stock is up 26% over the past year. The company is forecast to post earnings per share of NT$6.26 for next year compared to NT$3.42 last year.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: NT$2.59 (up from NT$0.73 in 3Q 2021). Revenue: NT$707.8m (up 70% from 3Q 2021). Net income: NT$84.7m (up 256% from 3Q 2021). Profit margin: 12% (up from 5.7% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 10%. Earnings per share (EPS) exceeded analyst estimates by 51%. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$58.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Communications industry in Taiwan. Total returns to shareholders of 61% over the past three years.Upcoming Dividend • Jun 02Upcoming dividend of NT$2.69 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 01 July 2022. Payout ratio is a comfortable 70% but the company is not cash flow positive. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (6.0%). Higher than average of industry peers (3.2%).Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$53.60, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Communications industry in Taiwan. Total returns to shareholders of 50% over the past three years.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Mar 13Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: NT$3.42 (down from NT$4.80 in FY 2020). Revenue: NT$1.72b (down 22% from FY 2020). Net income: NT$111.7m (down 29% from FY 2020). Profit margin: 6.5% (down from 7.1% in FY 2020). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Over the next year, revenue is forecast to grow 37%, compared to a 13% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$0.65 (vs NT$1.04 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$384.5m (down 24% from 2Q 2020). Net income: NT$21.3m (down 37% from 2Q 2020). Profit margin: 5.5% (down from 6.7% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 04Upcoming dividend of NT$3.50 per shareEligible shareholders must have bought the stock before 11 June 2021. Payment date: 01 July 2021. Trailing yield: 6.7%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).Price Target Changed • May 20Price target decreased to NT$61.00Down from NT$66.00, the current price target is an average from 2 analysts. New target price is 27% above last closing price of NT$48.05. Stock is up 17% over the past year.Reported Earnings • May 09First quarter 2021 earnings released: EPS NT$0.79 (vs NT$0.69 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$386.1m (up 2.7% from 1Q 2020). Net income: NT$25.8m (up 14% from 1Q 2020). Profit margin: 6.7% (up from 6.0% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 31Key Things To Watch Out For If You Are After U-MEDIA Communications, Inc.'s (GTSM:6470) 4.3% DividendCould U-MEDIA Communications, Inc. ( GTSM:6470 ) be an attractive dividend share to own for the long haul? Investors...Major Estimate Revision • Mar 20Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from NT$6.72 to NT$5.96 per share. Revenue forecast steady at NT$2.57b. Net income forecast to grow 24% next year vs 27% growth forecast for Communications industry in Taiwan. Consensus price target of NT$66.00 unchanged from last update. Share price rose 2.7% to NT$57.60 over the past week.分析記事 • Mar 10We Think U-MEDIA Communications (GTSM:6470) Can Manage Its Debt With EaseDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Mar 10U-MEDIA Communications, Inc., Annual General Meeting, May 25, 2021U-MEDIA Communications, Inc., Annual General Meeting, May 25, 2021.Analyst Estimate Surprise Post Earnings • Feb 28Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.003%. Earnings per share (EPS) missed analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 16%, compared to a 15% growth forecast for the Communications industry in Taiwan.Reported Earnings • Feb 27Full year 2020 earnings released: EPS NT$4.80 (vs NT$3.38 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$2.20b (up 6.3% from FY 2019). Net income: NT$157.0m (up 42% from FY 2019). Profit margin: 7.1% (up from 5.3% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 16Did You Participate In Any Of U-MEDIA Communications' (GTSM:6470) Respectable 79% Return?Thanks in no small measure to Vanguard founder Jack Bogle, it's easy buy a low cost index fund, which should provide...分析記事 • Jan 28Does U-MEDIA Communications (GTSM:6470) Have The DNA Of A Multi-Bagger?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Valuation Update With 7 Day Price Move • Jan 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$50.70, the stock is trading at a trailing P/E ratio of 10.5x, down from the previous P/E ratio of 12.4x. This compares to an average P/E of 22x in the Communications industry in Taiwan. Total returns to shareholders over the past three years are 66%.分析記事 • Jan 13Are U-MEDIA Communications, Inc.'s (GTSM:6470) Fundamentals Good Enough to Warrant Buying Given The Stock's Recent Weakness?With its stock down 15% over the past month, it is easy to disregard U-MEDIA Communications (GTSM:6470). But if you pay...分析記事 • Dec 29Does U-MEDIA Communications, Inc. (GTSM:6470) Have A Place In Your Dividend Portfolio?Dividend paying stocks like U-MEDIA Communications, Inc. ( GTSM:6470 ) tend to be popular with investors, and for good...分析記事 • Dec 10Is U-MEDIA Communications (GTSM:6470) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Is New 90 Day High Low • Dec 09New 90-day high: NT$61.60The company is up 33% from its price of NT$46.25 on 10 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 13% over the same period.Valuation Update With 7 Day Price Move • Nov 28Market bids up stock over the past weekAfter last week's 15% share price gain to NT$59.20, the stock is trading at a trailing P/E ratio of 12.3x, up from the previous P/E ratio of 10.7x. This compares to an average P/E of 24x in the Communications industry in Taiwan. Total returns to shareholders over the past three years are 88%.Major Estimate Revision • Nov 26Analysts update estimatesThe 2020 consensus revenue estimate was lowered from NT$2.29b to NT$2.22b. Earnings per share (EPS) increased from NT$4.80 to NT$5.46 for the same period. Net income is expected to grow by 46% next year compared to 25% growth forecast for the Communications industry in Taiwan. The consensus price target of NT$60.00 was unchanged from the last update. Share price is up 14% to NT$58.00 over the past week.分析記事 • Nov 25U-MEDIA Communications's (GTSM:6470) Earnings Are Growing But Is There More To The Story?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...Reported Earnings • Nov 10Third quarter 2020 earnings released: EPS NT$1.95The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$722.7m (up 19% from 3Q 2019). Net income: NT$63.8m (up 59% from 3Q 2019). Profit margin: 8.8% (up from 6.6% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Nov 04New 90-day high: NT$51.20The company is up 13% from its price of NT$45.40 on 06 August 2020. The Taiwanese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 5.0% over the same period.Is New 90 Day High Low • Sep 25New 90-day low: NT$41.70The company is down 7.0% from its price of NT$45.05 on 24 June 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is flat 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: 6470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: 6470の配当金支払額は過去10年間減少しています。配当利回り対市場U-MEDIA Communications 配当利回り対市場6470 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 (6470)5.1%市場下位25% (TW)1.4%市場トップ25% (TW)4.9%業界平均 (Communications)0.9%アナリスト予想 (6470) (最長3年)n/a注目すべき配当: 6470の配当金 ( 5.05% ) はTW市場の配当金支払者の下位 25% ( 1.4% ) よりも高くなっています。高配当: 6470の配当金 ( 5.05% ) はTW市場 ( 4.88% ) の配当支払者の中で上位 25% に入っています。株主への利益配当収益カバレッジ: 現在の配当性向（ 82.3% ）では、 6470の支払いは利益によってカバーされています。株主配当金キャッシュフローカバレッジ: 6470は合理的な 現金配当性向 ( 63.7% ) を備えているため、配当金の支払いはキャッシュフローによって賄われます。高配当企業の発掘7D1Y7D1Y7D1YTW 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/09 06:03終値2026/06/09 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U-MEDIA Communications, 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。3 アナリスト機関Yiho LiuCapital Securities CorporationJianzhang SuMasterlink Securities Investment AdvisoryJack HsuSinoPac Securities Investment Service
Declared Dividend • Jun 22Dividend reduced to NT$2.50Dividend of NT$2.50 is 11% lower than last year. Ex-date: 3rd July 2025 Payment date: 28th July 2025 Dividend yield will be 4.9%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by earnings (55% earnings payout ratio) but not covered by cash flows (207% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 12% over the next year, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jun 27Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 22 July 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.5%).
Upcoming Dividend • Apr 13Upcoming dividend of NT$4.00 per share at 7.0% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 12 May 2023. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 7.0%. Within top quartile of Taiwanese dividend payers (5.7%). Higher than average of industry peers (3.0%).
Upcoming Dividend • Jun 02Upcoming dividend of NT$2.69 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 01 July 2022. Payout ratio is a comfortable 70% but the company is not cash flow positive. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (6.0%). Higher than average of industry peers (3.2%).
Upcoming Dividend • Jun 04Upcoming dividend of NT$3.50 per shareEligible shareholders must have bought the stock before 11 June 2021. Payment date: 01 July 2021. Trailing yield: 6.7%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).
Reported Earnings • May 15First quarter 2026 earnings released: EPS: NT$0.83 (vs NT$1.65 in 1Q 2025)First quarter 2026 results: EPS: NT$0.83 (down from NT$1.65 in 1Q 2025). Revenue: NT$268.6m (down 52% from 1Q 2025). Net income: NT$31.6m (down 49% from 1Q 2025). Profit margin: 12% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$3.87 (vs NT$3.60 in FY 2024)Full year 2025 results: EPS: NT$3.87 (up from NT$3.60 in FY 2024). Revenue: NT$1.95b (flat on FY 2024). Net income: NT$145.8m (up 7.5% from FY 2024). Profit margin: 7.5% (up from 6.9% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 06U-MEDIA Communications, Inc., Annual General Meeting, Jun 26, 2026U-MEDIA Communications, Inc., Annual General Meeting, Jun 26, 2026. Location: 1 floor no,1, chin shan 8th st., hsinchu city Taiwan
Buy Or Sell Opportunity • Feb 27Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to NT$53.70. The fair value is estimated to be NT$44.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.8% over the last 3 years. Earnings per share has declined by 30%.
Buy Or Sell Opportunity • Jan 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to NT$53.70. The fair value is estimated to be NT$44.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.8% over the last 3 years. Earnings per share has declined by 30%. Revenue is forecast to decline by 7.9% in a year. Earnings are forecast to decline by 45% in the next year.
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$53.70, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the Communications industry in Taiwan. Total returns to shareholders of 16% over the past three years.
お知らせ • Jan 22Lite-On Technology Corporation (TWSE:2301) proposed to acquire U-MEDIA Communications, Inc. (TPEX:6470) for TWD 2 billion.Lite-On Technology Corporation (TWSE:2301) proposed to acquire U-MEDIA Communications, Inc. (TPEX:6470) for TWD 2 billion on January 21, 2026. A cash consideration of TWD 2.04 billion valued at TWD 54 per share will be paid by Lite-On Technology Corporation. As part of consideration, TWD 2.04 billion is paid towards common equity of U-MEDIA Communications, Inc. The transaction will be financed through self-owned funds. The transaction is subject to approval of offer by acquirer board and minimum tender of 20% of the total issued shares. The deal has been approved by the board of Lite-On Technology Corporation. The tender offer period will commence on January 23rd, 2026, and close on March 12th, 2026. Chang, Shu-Chen of BDO Taiwan CPA Firm acted as accountant for Lite-On Technology Corporation.
Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$2.14 (vs NT$0.30 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.14 (up from NT$0.30 in 3Q 2024). Revenue: NT$495.3m (down 17% from 3Q 2024). Net income: NT$80.8m (up NT$69.6m from 3Q 2024). Profit margin: 16% (up from 1.9% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is expected to decline by 9.4% p.a. on average during the next 2 years, while revenues in the Communications industry in Taiwan are expected to grow by 24%. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 09Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: NT$1.52 loss per share (down from NT$0.79 profit in 2Q 2024). Revenue: NT$530.0m (up 15% from 2Q 2024). Net loss: NT$57.2m (down 292% from profit in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is expected to decline by 10% p.a. on average during the next 2 years, while revenues in the Communications industry in Taiwan are expected to grow by 24%. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
New Risk • Jun 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 46% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 46% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (207% cash payout ratio). Market cap is less than US$100m (NT$1.95b market cap, or US$66.3m).
Declared Dividend • Jun 22Dividend reduced to NT$2.50Dividend of NT$2.50 is 11% lower than last year. Ex-date: 3rd July 2025 Payment date: 28th July 2025 Dividend yield will be 4.9%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by earnings (55% earnings payout ratio) but not covered by cash flows (207% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 12% over the next year, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$55.00, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Communications industry in Taiwan. Negligible returns to shareholders over past three years.
Reported Earnings • May 10First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$1.65 (up from NT$0.91 in 1Q 2024). Revenue: NT$554.4m (up 61% from 1Q 2024). Net income: NT$62.1m (up 82% from 1Q 2024). Profit margin: 11% (up from 9.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 83%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$43.70, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Communications industry in Taiwan. Total returns to shareholders of 5.8% over the past three years.
Reported Earnings • Mar 19Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: NT$3.60 (down from NT$4.18 in FY 2023). Revenue: NT$1.97b (down 17% from FY 2023). Net income: NT$135.7m (down 12% from FY 2023). Profit margin: 6.9% (up from 6.5% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 15% 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 • Mar 07U-MEDIA Communications, Inc., Annual General Meeting, Jun 19, 2025U-MEDIA Communications, Inc., Annual General Meeting, Jun 19, 2025. Location: 1 floor no,1, chin shan 8th st., hsinchu city Taiwan
New Risk • Jan 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (166% payout ratio). Share price has been volatile over the past 3 months (6.2% average weekly change). Profit margins are more than 30% lower than last year (3.3% net profit margin). Shareholders have been diluted in the past year (15% increase in shares outstanding). Market cap is less than US$100m (NT$1.87b market cap, or US$56.7m).
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$58.40, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the Communications industry in Taiwan. Total returns to shareholders of 58% over the past three years.
Reported Earnings • Nov 13Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: NT$0.30 (down from NT$1.92 in 3Q 2023). Revenue: NT$595.5m (down 8.3% from 3Q 2023). Net income: NT$11.2m (down 85% from 3Q 2023). Profit margin: 1.9% (down from 11% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 72%. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Communications industry in Taiwan. 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 3% per year, which means it is well ahead of earnings.
New Risk • Nov 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.3% Last year net profit margin: 7.0% 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 (166% payout ratio). Profit margins are more than 30% lower than last year (3.3% net profit margin). Shareholders have been diluted in the past year (15% increase in shares outstanding). Market cap is less than US$100m (NT$1.85b market cap, or US$57.2m).
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$45.05, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Communications industry in Taiwan. Total returns to shareholders of 26% over the past three years.
Buy Or Sell Opportunity • Aug 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to NT$47.00. The fair value is estimated to be NT$60.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 5.4%. Revenue is forecast to grow by 11% in a year. Earnings are forecast to grow by 24% in the next year.
Upcoming Dividend • Jun 27Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 22 July 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.5%).
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.91 (vs NT$0.90 in 1Q 2023)First quarter 2024 results: EPS: NT$0.91 (up from NT$0.90 in 1Q 2023). Revenue: NT$343.6m (down 41% from 1Q 2023). Net income: NT$34.2m (up 12% from 1Q 2023). Profit margin: 9.9% (up from 5.3% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.
お知らせ • Mar 30U-MEDIA Communications, Inc., Annual General Meeting, Jun 19, 2024U-MEDIA Communications, Inc., Annual General Meeting, Jun 19, 2024.
New Risk • Mar 20New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 15% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. 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. Shareholders have been diluted in the past year (15% increase in shares outstanding). Market cap is less than US$100m (NT$2.11b market cap, or US$66.3m).
Reported Earnings • Mar 17Full year 2023 earnings released: EPS: NT$4.18 (vs NT$6.17 in FY 2022)Full year 2023 results: EPS: NT$4.18 (down from NT$6.17 in FY 2022). Revenue: NT$2.37b (down 8.0% from FY 2022). Net income: NT$153.8m (down 24% from FY 2022). Profit margin: 6.5% (down from 7.8% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Buying Opportunity • Dec 19Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be NT$79.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 10.0%.
Reported Earnings • Aug 05Second quarter 2023 earnings released: EPS: NT$1.66 (vs NT$2.02 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.66 (down from NT$2.02 in 2Q 2022). Revenue: NT$633.7m (down 16% from 2Q 2022). Net income: NT$62.5m (down 5.2% from 2Q 2022). Profit margin: 9.9% (up from 8.7% in 2Q 2022). 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 17% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$80.30, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 116% over the past three years.
Valuation Update With 7 Day Price Move • Apr 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$61.20, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 19x in the Communications industry in Taiwan. Total returns to shareholders of 95% over the past three years.
Upcoming Dividend • Apr 13Upcoming dividend of NT$4.00 per share at 7.0% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 12 May 2023. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 7.0%. Within top quartile of Taiwanese dividend payers (5.7%). Higher than average of industry peers (3.0%).
Reported Earnings • Mar 31Full year 2022 earnings released: EPS: NT$6.17 (vs NT$3.42 in FY 2021)Full year 2022 results: EPS: NT$6.17 (up from NT$3.42 in FY 2021). Revenue: NT$2.58b (up 50% from FY 2021). Net income: NT$201.3m (up 80% from FY 2021). Profit margin: 7.8% (up from 6.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$66.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Communications industry in Taiwan. Total returns to shareholders of 64% over the past three years.
Price Target Changed • Nov 16Price target increased to NT$85.00Up from NT$61.00, the current price target is provided by 1 analyst. New target price is 49% above last closing price of NT$57.20. Stock is up 26% over the past year. The company is forecast to post earnings per share of NT$6.26 for next year compared to NT$3.42 last year.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: NT$2.59 (up from NT$0.73 in 3Q 2021). Revenue: NT$707.8m (up 70% from 3Q 2021). Net income: NT$84.7m (up 256% from 3Q 2021). Profit margin: 12% (up from 5.7% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 10%. Earnings per share (EPS) exceeded analyst estimates by 51%. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$58.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Communications industry in Taiwan. Total returns to shareholders of 61% over the past three years.
Upcoming Dividend • Jun 02Upcoming dividend of NT$2.69 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 01 July 2022. Payout ratio is a comfortable 70% but the company is not cash flow positive. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (6.0%). Higher than average of industry peers (3.2%).
Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$53.60, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Communications industry in Taiwan. Total returns to shareholders of 50% over the past three years.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 13Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: NT$3.42 (down from NT$4.80 in FY 2020). Revenue: NT$1.72b (down 22% from FY 2020). Net income: NT$111.7m (down 29% from FY 2020). Profit margin: 6.5% (down from 7.1% in FY 2020). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Over the next year, revenue is forecast to grow 37%, compared to a 13% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$0.65 (vs NT$1.04 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$384.5m (down 24% from 2Q 2020). Net income: NT$21.3m (down 37% from 2Q 2020). Profit margin: 5.5% (down from 6.7% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 04Upcoming dividend of NT$3.50 per shareEligible shareholders must have bought the stock before 11 June 2021. Payment date: 01 July 2021. Trailing yield: 6.7%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).
Price Target Changed • May 20Price target decreased to NT$61.00Down from NT$66.00, the current price target is an average from 2 analysts. New target price is 27% above last closing price of NT$48.05. Stock is up 17% over the past year.
Reported Earnings • May 09First quarter 2021 earnings released: EPS NT$0.79 (vs NT$0.69 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$386.1m (up 2.7% from 1Q 2020). Net income: NT$25.8m (up 14% from 1Q 2020). Profit margin: 6.7% (up from 6.0% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 31Key Things To Watch Out For If You Are After U-MEDIA Communications, Inc.'s (GTSM:6470) 4.3% DividendCould U-MEDIA Communications, Inc. ( GTSM:6470 ) be an attractive dividend share to own for the long haul? Investors...
Major Estimate Revision • Mar 20Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from NT$6.72 to NT$5.96 per share. Revenue forecast steady at NT$2.57b. Net income forecast to grow 24% next year vs 27% growth forecast for Communications industry in Taiwan. Consensus price target of NT$66.00 unchanged from last update. Share price rose 2.7% to NT$57.60 over the past week.
分析記事 • Mar 10We Think U-MEDIA Communications (GTSM:6470) Can Manage Its Debt With EaseDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Mar 10U-MEDIA Communications, Inc., Annual General Meeting, May 25, 2021U-MEDIA Communications, Inc., Annual General Meeting, May 25, 2021.
Analyst Estimate Surprise Post Earnings • Feb 28Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.003%. Earnings per share (EPS) missed analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 16%, compared to a 15% growth forecast for the Communications industry in Taiwan.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS NT$4.80 (vs NT$3.38 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$2.20b (up 6.3% from FY 2019). Net income: NT$157.0m (up 42% from FY 2019). Profit margin: 7.1% (up from 5.3% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 16Did You Participate In Any Of U-MEDIA Communications' (GTSM:6470) Respectable 79% Return?Thanks in no small measure to Vanguard founder Jack Bogle, it's easy buy a low cost index fund, which should provide...
分析記事 • Jan 28Does U-MEDIA Communications (GTSM:6470) Have The DNA Of A Multi-Bagger?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$50.70, the stock is trading at a trailing P/E ratio of 10.5x, down from the previous P/E ratio of 12.4x. This compares to an average P/E of 22x in the Communications industry in Taiwan. Total returns to shareholders over the past three years are 66%.
分析記事 • Jan 13Are U-MEDIA Communications, Inc.'s (GTSM:6470) Fundamentals Good Enough to Warrant Buying Given The Stock's Recent Weakness?With its stock down 15% over the past month, it is easy to disregard U-MEDIA Communications (GTSM:6470). But if you pay...
分析記事 • Dec 29Does U-MEDIA Communications, Inc. (GTSM:6470) Have A Place In Your Dividend Portfolio?Dividend paying stocks like U-MEDIA Communications, Inc. ( GTSM:6470 ) tend to be popular with investors, and for good...
分析記事 • Dec 10Is U-MEDIA Communications (GTSM:6470) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Is New 90 Day High Low • Dec 09New 90-day high: NT$61.60The company is up 33% from its price of NT$46.25 on 10 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 13% over the same period.
Valuation Update With 7 Day Price Move • Nov 28Market bids up stock over the past weekAfter last week's 15% share price gain to NT$59.20, the stock is trading at a trailing P/E ratio of 12.3x, up from the previous P/E ratio of 10.7x. This compares to an average P/E of 24x in the Communications industry in Taiwan. Total returns to shareholders over the past three years are 88%.
Major Estimate Revision • Nov 26Analysts update estimatesThe 2020 consensus revenue estimate was lowered from NT$2.29b to NT$2.22b. Earnings per share (EPS) increased from NT$4.80 to NT$5.46 for the same period. Net income is expected to grow by 46% next year compared to 25% growth forecast for the Communications industry in Taiwan. The consensus price target of NT$60.00 was unchanged from the last update. Share price is up 14% to NT$58.00 over the past week.
分析記事 • Nov 25U-MEDIA Communications's (GTSM:6470) Earnings Are Growing But Is There More To The Story?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...
Reported Earnings • Nov 10Third quarter 2020 earnings released: EPS NT$1.95The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$722.7m (up 19% from 3Q 2019). Net income: NT$63.8m (up 59% from 3Q 2019). Profit margin: 8.8% (up from 6.6% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Nov 04New 90-day high: NT$51.20The company is up 13% from its price of NT$45.40 on 06 August 2020. The Taiwanese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 5.0% over the same period.
Is New 90 Day High Low • Sep 25New 90-day low: NT$41.70The company is down 7.0% from its price of NT$45.05 on 24 June 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is flat over the same period.