View ValuationAcon Optics Communications 将来の成長Future 基準チェック /06現在、 Acon Optics Communicationsの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Electronic 収益成長31.9%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • Mar 30Full year 2025 earnings released: EPS: NT$0.30 (vs NT$3.74 in FY 2024)Full year 2025 results: EPS: NT$0.30 (down from NT$3.74 in FY 2024). Revenue: NT$839.5m (up 10% from FY 2024). Net income: NT$6.51m (down 92% from FY 2024). Profit margin: 0.8% (down from 11% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 109% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$151, the stock trades at a trailing P/E ratio of 41.7x. Average trailing P/E is 26x in the Electronic industry in Taiwan. Total returns to shareholders of 525% over the past three years.お知らせ • Mar 11Acon Optics Communications Inc., Annual General Meeting, May 29, 2026Acon Optics Communications Inc., Annual General Meeting, May 29, 2026, at 09:00 Taipei Standard Time. Location: 2 floor no,223, sec.3 pei hsin rd., sindian district, taipei city TaiwanValuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 29%After last week's 29% share price gain to NT$95.00, the stock trades at a trailing P/E ratio of 26.3x. Average trailing P/E is 25x in the Electronic industry in Taiwan. Total returns to shareholders of 300% over the past three years.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 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (NT$1.80b market cap, or US$57.2m).Buy Or Sell Opportunity • Feb 24Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to NT$80.00. The fair value is estimated to be NT$62.07, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 27%.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$81.80, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 247% over the past three years.Buy Or Sell Opportunity • Jan 26Now 24% overvaluedThe stock has been flat over the last 90 days, currently trading at NT$75.20. The fair value is estimated to be NT$60.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 27%.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$65.60, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 187% over the past three years.Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$73.50, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 221% over the past three years.Buy Or Sell Opportunity • Dec 29Now 21% overvaluedOver the last 90 days, the stock has fallen 14% to NT$73.50. The fair value is estimated to be NT$60.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 27%.Buy Or Sell Opportunity • Nov 25Now 23% overvaluedOver the last 90 days, the stock has fallen 36% to NT$74.70. The fair value is estimated to be NT$60.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 27%.New Risk • Nov 24New 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 9.3% 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 Risk Share price has been highly volatile over the past 3 months (9.3% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (NT$1.31b market cap, or US$41.7m).Valuation Update With 7 Day Price Move • Nov 18Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$54.50, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 116% over the past three years.Valuation Update With 7 Day Price Move • Oct 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$78.70, the stock trades at a trailing P/E ratio of 21.8x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 221% over the past three years.Valuation Update With 7 Day Price Move • Sep 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$97.00, the stock trades at a trailing P/E ratio of 26.9x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 358% over the past three years.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$116, the stock trades at a trailing P/E ratio of 30.7x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 571% over the past three years.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$119, the stock trades at a trailing P/E ratio of 31.4x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 584% over the past three years.Declared Dividend • Jun 02Dividend increased to NT$2.00Dividend of NT$2.00 is 300% higher than last year. Ex-date: 3rd June 2025 Payment date: 25th June 2025 Dividend yield will be 2.0%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 41% per year over the past 4 years. However, payments have been volatile during that time. Earnings per share has grown by 43% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • May 27Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 03 June 2025. Payment date: 25 June 2025. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (5.1%). Lower than average of industry peers (3.4%).Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 42%After last week's 42% share price gain to NT$112, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 579% over the past three years.Buy Or Sell Opportunity • May 19Now 21% overvaluedOver the last 90 days, the stock has fallen 46% to NT$85.10. The fair value is estimated to be NT$70.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has grown by 16%.New Risk • Apr 11New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.6% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining 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 Risk Share price has been highly volatile over the past 3 months (25% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (NT$1.67b market cap, or US$51.7m).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$61.50, the stock trades at a trailing P/E ratio of 16.2x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 214% over the past three years.Buy Or Sell Opportunity • Apr 02Now 34% overvaluedOver the last 90 days, the stock has fallen 25% to NT$93.00. The fair value is estimated to be NT$69.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has grown by 16%.お知らせ • Mar 11Acon Optics Communications Inc., Annual General Meeting, May 29, 2025Acon Optics Communications Inc., Annual General Meeting, May 29, 2025, at 09:00 Taipei Standard Time. Location: 2 floor no,223, sec.3 pei hsin rd., sindian district, new taipei city TaiwanNew Risk • Feb 28New 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 Risk Share price has been highly volatile over the past 3 months (20% average weekly change). Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Profit margins are more than 30% lower than last year (2.1% net profit margin). Market cap is less than US$100m (NT$2.86b market cap, or US$87.0m).New Risk • Feb 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$2.82b (US$86.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (21% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (2.1% net profit margin). Market cap is less than US$100m (NT$2.82b market cap, or US$86.0m).Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$33.65, the stock trades at a trailing P/E ratio of 51.4x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 38% over the past three years.New Risk • Jul 19New 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 8.3% 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: Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Profit margins are more than 30% lower than last year (2.3% net profit margin). Market cap is less than US$100m (NT$1.04b market cap, or US$31.6m).Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$36.65, the stock trades at a trailing P/E ratio of 55.9x. Average trailing P/E is 26x in the Electronic industry in Taiwan. Total returns to shareholders of 42% over the past three years.Upcoming Dividend • May 30Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 03 July 2024. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Taiwanese dividend payers (4.3%). Lower than average of industry peers (2.8%).Reported Earnings • Apr 03Full year 2023 earnings released: EPS: NT$0.64 (vs NT$2.38 in FY 2022)Full year 2023 results: EPS: NT$0.64 (down from NT$2.38 in FY 2022). Revenue: NT$600.8m (down 21% from FY 2022). Net income: NT$14.1m (down 73% from FY 2022). Profit margin: 2.3% (down from 6.8% 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 15% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Mar 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to NT$25.50. The fair value is estimated to be NT$21.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 32%.お知らせ • Mar 09Acon Optics Communications Inc., Annual General Meeting, May 24, 2024Acon Optics Communications Inc., Annual General Meeting, May 24, 2024.New Risk • Feb 27New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (NT$570.3m market cap, or US$18.0m).Upcoming Dividend • Jun 02Upcoming dividend of NT$1.50 per share at 5.0% yieldEligible shareholders must have bought the stock before 09 June 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 5.0%. Lower than top quartile of Taiwanese dividend payers (5.6%). Higher than average of industry peers (4.4%).Reported Earnings • Apr 08Full year 2022 earnings released: EPS: NT$2.38 (vs NT$0.79 in FY 2021)Full year 2022 results: EPS: NT$2.38 (up from NT$0.79 in FY 2021). Revenue: NT$758.4m (flat on FY 2021). Net income: NT$51.9m (up 199% from FY 2021). Profit margin: 6.8% (up from 2.3% in FY 2021).Buying Opportunity • Mar 22Now 20% undervaluedOver the last 90 days, the stock is up 1.2%. The fair value is estimated to be NT$32.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last year. Earnings per share has grown by 43%.Buying Opportunity • Mar 03Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.0%. The fair value is estimated to be NT$32.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last year. Earnings per share has grown by 43%.Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 22% share price gain to NT$28.15, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 39% over the past year.Reported Earnings • Aug 15First half 2022 earnings released: EPS: NT$1.21 (vs NT$0.60 in 1H 2021)First half 2022 results: EPS: NT$1.21 (up from NT$0.60 in 1H 2021). Revenue: NT$400.5m (up 7.0% from 1H 2021). Net income: NT$26.5m (up 100% from 1H 2021). Profit margin: 6.6% (up from 3.5% in 1H 2021). The increase in margin was driven by higher revenue.Upcoming Dividend • Jun 21Upcoming dividend of NT$0.60 per shareEligible shareholders must have bought the stock before 28 June 2022. Payment date: 15 July 2022. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (6.3%). Lower than average of industry peers (4.6%). このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Acon Optics Communications は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TPEX:6820 - アナリストの将来予測と過去の財務データ ( )TWD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20258407-2268N/A9/30/20258684223112N/A6/30/20258967868157N/A3/31/20258298083147N/A12/31/20247628299137N/A9/30/2024670476799N/A6/30/2024578123562N/A3/31/2024589134171N/A12/31/2023601144780N/A9/30/20236402784117N/A6/30/202367940120155N/A3/31/202371946111151N/A12/31/202275852101146N/A9/30/20227704173127N/A6/30/20227823145107N/A3/31/20227682460117N/A12/31/20217551774127N/A9/30/2021727195498N/A6/30/2021699213570N/A3/31/2021707223572N/A12/31/2020715233575N/A9/30/2020765214389N/A6/30/20208151850104N/A3/31/20208291562116N/A12/31/20198441373128N/A12/31/201893219N/A103N/A12/31/201793852N/A22N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 6820の予測収益成長が 貯蓄率 ( 1.3% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 6820の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 6820の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 6820の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 6820の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 6820の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/08 06:08終値2026/05/08 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Acon Optics 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。0
Reported Earnings • Mar 30Full year 2025 earnings released: EPS: NT$0.30 (vs NT$3.74 in FY 2024)Full year 2025 results: EPS: NT$0.30 (down from NT$3.74 in FY 2024). Revenue: NT$839.5m (up 10% from FY 2024). Net income: NT$6.51m (down 92% from FY 2024). Profit margin: 0.8% (down from 11% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 109% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$151, the stock trades at a trailing P/E ratio of 41.7x. Average trailing P/E is 26x in the Electronic industry in Taiwan. Total returns to shareholders of 525% over the past three years.
お知らせ • Mar 11Acon Optics Communications Inc., Annual General Meeting, May 29, 2026Acon Optics Communications Inc., Annual General Meeting, May 29, 2026, at 09:00 Taipei Standard Time. Location: 2 floor no,223, sec.3 pei hsin rd., sindian district, taipei city Taiwan
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 29%After last week's 29% share price gain to NT$95.00, the stock trades at a trailing P/E ratio of 26.3x. Average trailing P/E is 25x in the Electronic industry in Taiwan. Total returns to shareholders of 300% over the past three years.
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 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (NT$1.80b market cap, or US$57.2m).
Buy Or Sell Opportunity • Feb 24Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to NT$80.00. The fair value is estimated to be NT$62.07, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 27%.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$81.80, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 247% over the past three years.
Buy Or Sell Opportunity • Jan 26Now 24% overvaluedThe stock has been flat over the last 90 days, currently trading at NT$75.20. The fair value is estimated to be NT$60.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 27%.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$65.60, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 187% over the past three years.
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$73.50, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 221% over the past three years.
Buy Or Sell Opportunity • Dec 29Now 21% overvaluedOver the last 90 days, the stock has fallen 14% to NT$73.50. The fair value is estimated to be NT$60.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 27%.
Buy Or Sell Opportunity • Nov 25Now 23% overvaluedOver the last 90 days, the stock has fallen 36% to NT$74.70. The fair value is estimated to be NT$60.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 27%.
New Risk • Nov 24New 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 9.3% 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 Risk Share price has been highly volatile over the past 3 months (9.3% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (NT$1.31b market cap, or US$41.7m).
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$54.50, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 116% over the past three years.
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$78.70, the stock trades at a trailing P/E ratio of 21.8x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 221% over the past three years.
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$97.00, the stock trades at a trailing P/E ratio of 26.9x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 358% over the past three years.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$116, the stock trades at a trailing P/E ratio of 30.7x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 571% over the past three years.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$119, the stock trades at a trailing P/E ratio of 31.4x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 584% over the past three years.
Declared Dividend • Jun 02Dividend increased to NT$2.00Dividend of NT$2.00 is 300% higher than last year. Ex-date: 3rd June 2025 Payment date: 25th June 2025 Dividend yield will be 2.0%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 41% per year over the past 4 years. However, payments have been volatile during that time. Earnings per share has grown by 43% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • May 27Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 03 June 2025. Payment date: 25 June 2025. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (5.1%). Lower than average of industry peers (3.4%).
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 42%After last week's 42% share price gain to NT$112, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 579% over the past three years.
Buy Or Sell Opportunity • May 19Now 21% overvaluedOver the last 90 days, the stock has fallen 46% to NT$85.10. The fair value is estimated to be NT$70.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has grown by 16%.
New Risk • Apr 11New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.6% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining 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 Risk Share price has been highly volatile over the past 3 months (25% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (NT$1.67b market cap, or US$51.7m).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$61.50, the stock trades at a trailing P/E ratio of 16.2x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 214% over the past three years.
Buy Or Sell Opportunity • Apr 02Now 34% overvaluedOver the last 90 days, the stock has fallen 25% to NT$93.00. The fair value is estimated to be NT$69.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has grown by 16%.
お知らせ • Mar 11Acon Optics Communications Inc., Annual General Meeting, May 29, 2025Acon Optics Communications Inc., Annual General Meeting, May 29, 2025, at 09:00 Taipei Standard Time. Location: 2 floor no,223, sec.3 pei hsin rd., sindian district, new taipei city Taiwan
New Risk • Feb 28New 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 Risk Share price has been highly volatile over the past 3 months (20% average weekly change). Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Profit margins are more than 30% lower than last year (2.1% net profit margin). Market cap is less than US$100m (NT$2.86b market cap, or US$87.0m).
New Risk • Feb 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$2.82b (US$86.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (21% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (2.1% net profit margin). Market cap is less than US$100m (NT$2.82b market cap, or US$86.0m).
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$33.65, the stock trades at a trailing P/E ratio of 51.4x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 38% over the past three years.
New Risk • Jul 19New 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 8.3% 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: Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Profit margins are more than 30% lower than last year (2.3% net profit margin). Market cap is less than US$100m (NT$1.04b market cap, or US$31.6m).
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$36.65, the stock trades at a trailing P/E ratio of 55.9x. Average trailing P/E is 26x in the Electronic industry in Taiwan. Total returns to shareholders of 42% over the past three years.
Upcoming Dividend • May 30Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 03 July 2024. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Taiwanese dividend payers (4.3%). Lower than average of industry peers (2.8%).
Reported Earnings • Apr 03Full year 2023 earnings released: EPS: NT$0.64 (vs NT$2.38 in FY 2022)Full year 2023 results: EPS: NT$0.64 (down from NT$2.38 in FY 2022). Revenue: NT$600.8m (down 21% from FY 2022). Net income: NT$14.1m (down 73% from FY 2022). Profit margin: 2.3% (down from 6.8% 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 15% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Mar 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to NT$25.50. The fair value is estimated to be NT$21.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 32%.
お知らせ • Mar 09Acon Optics Communications Inc., Annual General Meeting, May 24, 2024Acon Optics Communications Inc., Annual General Meeting, May 24, 2024.
New Risk • Feb 27New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (NT$570.3m market cap, or US$18.0m).
Upcoming Dividend • Jun 02Upcoming dividend of NT$1.50 per share at 5.0% yieldEligible shareholders must have bought the stock before 09 June 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 5.0%. Lower than top quartile of Taiwanese dividend payers (5.6%). Higher than average of industry peers (4.4%).
Reported Earnings • Apr 08Full year 2022 earnings released: EPS: NT$2.38 (vs NT$0.79 in FY 2021)Full year 2022 results: EPS: NT$2.38 (up from NT$0.79 in FY 2021). Revenue: NT$758.4m (flat on FY 2021). Net income: NT$51.9m (up 199% from FY 2021). Profit margin: 6.8% (up from 2.3% in FY 2021).
Buying Opportunity • Mar 22Now 20% undervaluedOver the last 90 days, the stock is up 1.2%. The fair value is estimated to be NT$32.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last year. Earnings per share has grown by 43%.
Buying Opportunity • Mar 03Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.0%. The fair value is estimated to be NT$32.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last year. Earnings per share has grown by 43%.
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 22% share price gain to NT$28.15, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 39% over the past year.
Reported Earnings • Aug 15First half 2022 earnings released: EPS: NT$1.21 (vs NT$0.60 in 1H 2021)First half 2022 results: EPS: NT$1.21 (up from NT$0.60 in 1H 2021). Revenue: NT$400.5m (up 7.0% from 1H 2021). Net income: NT$26.5m (up 100% from 1H 2021). Profit margin: 6.6% (up from 3.5% in 1H 2021). The increase in margin was driven by higher revenue.
Upcoming Dividend • Jun 21Upcoming dividend of NT$0.60 per shareEligible shareholders must have bought the stock before 28 June 2022. Payment date: 15 July 2022. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (6.3%). Lower than average of industry peers (4.6%).