LinkCom ManufacturingLTD（6821）株式概要LinkCom Manufacturing Co., Ltd.は、磁気部品、インテリジェント電源、インテリジェント照明制御ソリューションの設計、製造、販売を世界中で行っています。 詳細6821 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績2/6財務の健全性5/6配当金3/6リスク分析TW市場と比較して、過去 3 か月間の株価の変動が非常に大きい不安定な配当実績 意味のある時価総額がありません ( NT$2B )すべてのリスクチェックを見る6821 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$61.6020.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0702m2016201920222025202620282031Revenue NT$702.1mEarnings NT$43.9mAdvancedSet Fair ValueView all narrativesLinkCom Manufacturing Co.,LTD. 競合他社Arlitech ElectronicSymbol: TPEX:6432Market cap: NT$2.3bKoryo ElectronicsSymbol: TPEX:8032Market cap: NT$2.4bLitemax ElectronicsSymbol: TPEX:4995Market cap: NT$1.9bCoxon Precise IndustrialSymbol: TWSE:3607Market cap: NT$2.0b価格と性能株価の高値、安値、推移の概要LinkCom ManufacturingLTD過去の株価現在の株価NT$61.6052週高値NT$76.3052週安値NT$34.00ベータ-0.241ヶ月の変化21.02%3ヶ月変化67.16%1年変化48.61%3年間の変化30.23%5年間の変化120.00%IPOからの変化-11.37%最新ニュースValuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$57.30, the stock trades at a trailing P/E ratio of 50.9x. Average trailing P/E is 36x in the Electronic industry in Taiwan. Total returns to shareholders of 18% over the past three years.Buy Or Sell Opportunity • May 21Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to NT$57.20. The fair value is estimated to be NT$44.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has declined by 24%.Reported Earnings • May 15First quarter 2026 earnings released: EPS: NT$0.31 (vs NT$0.30 in 1Q 2025)First quarter 2026 results: EPS: NT$0.31 (up from NT$0.30 in 1Q 2025). Revenue: NT$122.1m (down 12% from 1Q 2025). Net income: NT$9.78m (up 3.5% from 1Q 2025). Profit margin: 8.0% (up from 6.8% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$54.00, the stock trades at a trailing P/E ratio of 48.4x. Average trailing P/E is 27x in the Electronic industry in Taiwan. Total returns to shareholders of 16% over the past three years.Upcoming Dividend • Apr 17Upcoming dividend of NT$1.13 per shareEligible shareholders must have bought the stock before 24 April 2026. Payment date: 18 May 2026. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Taiwanese dividend payers (5.1%). In line with average of industry peers (1.6%).Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 37%After last week's 37% share price gain to NT$71.00, the stock trades at a trailing P/E ratio of 63.7x. Average trailing P/E is 28x in the Electronic industry in Taiwan. Total returns to shareholders of 37% over the past three years.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$57.30, the stock trades at a trailing P/E ratio of 50.9x. Average trailing P/E is 36x in the Electronic industry in Taiwan. Total returns to shareholders of 18% over the past three years.Buy Or Sell Opportunity • May 21Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to NT$57.20. The fair value is estimated to be NT$44.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has declined by 24%.Reported Earnings • May 15First quarter 2026 earnings released: EPS: NT$0.31 (vs NT$0.30 in 1Q 2025)First quarter 2026 results: EPS: NT$0.31 (up from NT$0.30 in 1Q 2025). Revenue: NT$122.1m (down 12% from 1Q 2025). Net income: NT$9.78m (up 3.5% from 1Q 2025). Profit margin: 8.0% (up from 6.8% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$54.00, the stock trades at a trailing P/E ratio of 48.4x. Average trailing P/E is 27x in the Electronic industry in Taiwan. Total returns to shareholders of 16% over the past three years.Upcoming Dividend • Apr 17Upcoming dividend of NT$1.13 per shareEligible shareholders must have bought the stock before 24 April 2026. Payment date: 18 May 2026. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Taiwanese dividend payers (5.1%). In line with average of industry peers (1.6%).Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 37%After last week's 37% share price gain to NT$71.00, the stock trades at a trailing P/E ratio of 63.7x. Average trailing P/E is 28x in the Electronic industry in Taiwan. Total returns to shareholders of 37% over the past three years.New Risk • Apr 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 8.4% 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 (8.4% average weekly change). Market cap is less than US$100m (NT$1.85b market cap, or US$57.9m).Buy Or Sell Opportunity • Mar 26Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to NT$50.90. The fair value is estimated to be NT$41.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 26%.Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$46.30, the stock trades at a trailing P/E ratio of 41.4x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Negligible returns to shareholders over past three years.Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$1.13 (vs NT$1.19 in FY 2024)Full year 2025 results: EPS: NT$1.13 (down from NT$1.19 in FY 2024). Revenue: NT$582.1m (up 2.8% from FY 2024). Net income: NT$35.1m (down 5.0% from FY 2024). Profit margin: 6.0% (down from 6.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • Mar 13LinkCom Manufacturing Co.,LTD., Annual General Meeting, Jun 26, 2026LinkCom Manufacturing Co.,LTD., Annual General Meeting, Jun 26, 2026. Location: 5 floor no,127 ln.235, pao ch`iao rd., sindian district, new taipei city TaiwanBoard Change • Feb 26Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$0.57 (vs NT$0.21 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.57 (up from NT$0.21 in 3Q 2024). Revenue: NT$150.7m (down 7.1% from 3Q 2024). Net income: NT$17.8m (up 167% from 3Q 2024). Profit margin: 12% (up from 4.1% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: NT$0.08 (vs NT$0.28 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.08 (down from NT$0.28 in 2Q 2024). Revenue: NT$168.8m (up 33% from 2Q 2024). Net income: NT$2.47m (down 72% from 2Q 2024). Profit margin: 1.5% (down from 6.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$0.30 (vs NT$0.16 in 1Q 2024)First quarter 2025 results: EPS: NT$0.30 (up from NT$0.16 in 1Q 2024). Revenue: NT$138.1m (up 21% from 1Q 2024). Net income: NT$9.45m (up 89% from 1Q 2024). Profit margin: 6.8% (up from 4.4% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.New Risk • May 09New 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 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.7% average weekly change). Market cap is less than US$100m (NT$1.60b market cap, or US$52.9m).Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$48.70, the stock trades at a trailing P/E ratio of 41.1x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$31.95, the stock trades at a trailing P/E ratio of 26.9x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 9.3% over the past three years.Reported Earnings • Mar 14Full year 2024 earnings released: EPS: NT$1.19 (vs NT$1.69 in FY 2023)Full year 2024 results: EPS: NT$1.19 (down from NT$1.69 in FY 2023). Revenue: NT$566.1m (up 2.1% from FY 2023). Net income: NT$36.9m (down 26% from FY 2023). Profit margin: 6.5% (down from 9.0% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Declared Dividend • Mar 06Dividend reduced to NT$0.99Dividend of NT$0.99 is 36% lower than last year. Ex-date: 20th March 2025 Payment date: 18th April 2025 Dividend yield will be 2.4%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (177% earnings payout ratio) nor is it covered by cash flows (273% cash payout ratio). The dividend has increased by an average of 12% per year over the past 4 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 96% to bring the payout ratio under control. However, EPS has declined by 7.7% over the last 5 years so the company would need to reverse this trend.お知らせ • Feb 27LinkCom Manufacturing Co.,LTD., Annual General Meeting, May 22, 2025LinkCom Manufacturing Co.,LTD., Annual General Meeting, May 22, 2025. Location: 5 floor no,127 ln.235, pao ch`iao rd., sindian district, new taipei city TaiwanReported Earnings • Nov 19Third quarter 2024 earnings released: EPS: NT$0.21 (vs NT$0.46 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.21 (down from NT$0.46 in 3Q 2023). Revenue: NT$162.3m (up 21% from 3Q 2023). Net income: NT$6.66m (down 53% from 3Q 2023). Profit margin: 4.1% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$47.00, the stock trades at a trailing P/E ratio of 41.6x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$55.00, the stock trades at a trailing P/E ratio of 48.7x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 104% over the past three years.Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$46.90, the stock trades at a trailing P/E ratio of 41.6x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$39.80, the stock trades at a trailing P/E ratio of 35.3x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 45% over the past three years.Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.28 (vs NT$0.54 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.28 (down from NT$0.54 in 2Q 2023). Revenue: NT$126.6m (down 7.3% from 2Q 2023). Net income: NT$8.72m (down 45% from 2Q 2023). Profit margin: 6.9% (down from 12% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.New Risk • Jun 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 43% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 113% Cash payout ratio: 112% Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (NT$1.18b market cap, or US$36.4m).Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.16 (vs NT$0.46 in 1Q 2023)First quarter 2024 results: EPS: NT$0.16 (down from NT$0.46 in 1Q 2023). Revenue: NT$114.5m (down 21% from 1Q 2023). Net income: NT$5.01m (down 61% from 1Q 2023). Profit margin: 4.4% (down from 8.9% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Apr 29Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to NT$41.65. The fair value is estimated to be NT$53.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 28%.Upcoming Dividend • Mar 14Upcoming dividend of NT$1.56 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 22 April 2024. Payout ratio and cash payout ratio are on the higher end at 93% and 99% respectively. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (4.8%). In line with average of industry peers (3.4%).お知らせ • Mar 05LinkCom Manufacturing Co.,LTD., Annual General Meeting, May 21, 2024LinkCom Manufacturing Co.,LTD., Annual General Meeting, May 21, 2024.Reported Earnings • Mar 05Full year 2023 earnings released: EPS: NT$1.69 (vs NT$2.24 in FY 2022)Full year 2023 results: EPS: NT$1.69 (down from NT$2.24 in FY 2022). Revenue: NT$554.4m (flat on FY 2022). Net income: NT$50.1m (down 20% from FY 2022). Profit margin: 9.0% (down from 11% in FY 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan.Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: NT$0.46 (vs NT$0.90 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.46 (down from NT$0.90 in 3Q 2022). Revenue: NT$134.1m (up 4.5% from 3Q 2022). Net income: NT$14.3m (down 43% from 3Q 2022). Profit margin: 11% (down from 20% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Electronic industry in Taiwan.Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: NT$0.54 (vs NT$0.52 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.54 (up from NT$0.52 in 2Q 2022). Revenue: NT$136.5m (up 8.9% from 2Q 2022). Net income: NT$16.0m (up 10% from 2Q 2022). Profit margin: 12% (in line with 2Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Electronic industry in Taiwan.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$48.50, the stock trades at a trailing P/E ratio of 23.6x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 65% over the past year.Buying Opportunity • May 30Now 23% undervaluedOver the last 90 days, the stock is up 7.5%. The fair value is estimated to be NT$63.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 17%.Buying Opportunity • May 09Now 22% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be NT$63.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 17%.Buying Opportunity • Apr 24Now 22% undervaluedOver the last 90 days, the stock is up 26%. The fair value is estimated to be NT$63.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 17%.Upcoming Dividend • Mar 31Upcoming dividend of NT$2.01 per share at 3.8% yieldEligible shareholders must have bought the stock before 07 April 2023. Payment date: 05 May 2023. Trailing yield: 3.8%. Lower than top quartile of Taiwanese dividend payers (5.9%). Lower than average of industry peers (4.5%).Reported Earnings • Mar 24Full year 2022 earnings released: EPS: NT$2.24 (vs NT$1.12 in FY 2021)Full year 2022 results: EPS: NT$2.24 (up from NT$1.12 in FY 2021). Revenue: NT$552.0m (up 12% from FY 2021). Net income: NT$62.7m (up 99% from FY 2021). Profit margin: 11% (up from 6.4% in FY 2021). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$55.00, the stock trades at a trailing P/E ratio of 28.1x. Average trailing P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 63% over the past year.Upcoming Dividend • Jun 16Upcoming dividend of NT$1.10 per shareEligible shareholders must have bought the stock before 23 June 2022. Payment date: 15 July 2022. Payout ratio is on the higher end at 89% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Taiwanese dividend payers (6.0%). Lower than average of industry peers (4.3%).Reported Earnings • May 02Full year 2021 earnings released: EPS: NT$1.12 (vs NT$0.96 in FY 2020)Full year 2021 results: EPS: NT$1.12 (up from NT$0.96 in FY 2020). Revenue: NT$492.3m (up 13% from FY 2020). Net income: NT$31.5m (up 17% from FY 2020). Profit margin: 6.4% (up from 6.2% in FY 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improved over the past weekAfter last week's 34% share price gain to NT$39.40, the stock trades at a trailing P/E ratio of 38.6x. Average trailing P/E is 18x in the Electronic industry in Taiwan.株主還元6821TW ElectronicTW 市場7D-5.2%-0.9%2.3%1Y48.6%212.9%104.6%株主還元を見る業界別リターン: 6821過去 1 年間で212.9 % の収益を上げたTW Electronic業界を下回りました。リターン対市場: 6821は、過去 1 年間で104.6 % のリターンを上げたTW市場を下回りました。価格変動Is 6821's price volatile compared to industry and market?6821 volatility6821 Average Weekly Movement12.9%Electronic Industry Average Movement9.0%Market Average Movement6.3%10% most volatile stocks in TW Market12.1%10% least volatile stocks in TW Market2.5%安定した株価: 6821の株価は、 TW市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 6821の 週次ボラティリティ は、過去 1 年間で7%から13%に増加しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト1988n/aWilson Tanwww.linkcom.com.twLinkCom Manufacturing Co., Ltd.は、磁気部品、インテリジェント電源、インテリジェント照明制御ソリューションの設計、製造、販売を世界中で行っている。同社の製品は、5G、電気自動車、IoT、eヘルス、ネットワーク通信、産業用制御アプリケーションで使用されている。同社は1988年に設立され、台湾の新北市に本社を置いている。もっと見るLinkCom Manufacturing Co.,LTD. 基礎のまとめLinkCom ManufacturingLTD の収益と売上を時価総額と比較するとどうか。6821 基礎統計学時価総額NT$1.91b収益（TTM）NT$35.40m売上高(TTM)NT$566.08m54.7xPER（株価収益率3.4xP/Sレシオ6821 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計6821 損益計算書（TTM）収益NT$566.08m売上原価NT$357.12m売上総利益NT$208.95mその他の費用NT$173.55m収益NT$35.40m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.13グロス・マージン36.91%純利益率6.25%有利子負債／自己資本比率43.2%6821 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.6%現在の配当利回り67%配当性向View Valuation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2026/06/17 10:12終値2026/06/17 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LinkCom Manufacturing Co.,LTD. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Licheng ZhuangCapital Securities Corporation
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$57.30, the stock trades at a trailing P/E ratio of 50.9x. Average trailing P/E is 36x in the Electronic industry in Taiwan. Total returns to shareholders of 18% over the past three years.
Buy Or Sell Opportunity • May 21Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to NT$57.20. The fair value is estimated to be NT$44.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has declined by 24%.
Reported Earnings • May 15First quarter 2026 earnings released: EPS: NT$0.31 (vs NT$0.30 in 1Q 2025)First quarter 2026 results: EPS: NT$0.31 (up from NT$0.30 in 1Q 2025). Revenue: NT$122.1m (down 12% from 1Q 2025). Net income: NT$9.78m (up 3.5% from 1Q 2025). Profit margin: 8.0% (up from 6.8% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$54.00, the stock trades at a trailing P/E ratio of 48.4x. Average trailing P/E is 27x in the Electronic industry in Taiwan. Total returns to shareholders of 16% over the past three years.
Upcoming Dividend • Apr 17Upcoming dividend of NT$1.13 per shareEligible shareholders must have bought the stock before 24 April 2026. Payment date: 18 May 2026. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Taiwanese dividend payers (5.1%). In line with average of industry peers (1.6%).
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 37%After last week's 37% share price gain to NT$71.00, the stock trades at a trailing P/E ratio of 63.7x. Average trailing P/E is 28x in the Electronic industry in Taiwan. Total returns to shareholders of 37% over the past three years.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$57.30, the stock trades at a trailing P/E ratio of 50.9x. Average trailing P/E is 36x in the Electronic industry in Taiwan. Total returns to shareholders of 18% over the past three years.
Buy Or Sell Opportunity • May 21Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to NT$57.20. The fair value is estimated to be NT$44.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has declined by 24%.
Reported Earnings • May 15First quarter 2026 earnings released: EPS: NT$0.31 (vs NT$0.30 in 1Q 2025)First quarter 2026 results: EPS: NT$0.31 (up from NT$0.30 in 1Q 2025). Revenue: NT$122.1m (down 12% from 1Q 2025). Net income: NT$9.78m (up 3.5% from 1Q 2025). Profit margin: 8.0% (up from 6.8% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$54.00, the stock trades at a trailing P/E ratio of 48.4x. Average trailing P/E is 27x in the Electronic industry in Taiwan. Total returns to shareholders of 16% over the past three years.
Upcoming Dividend • Apr 17Upcoming dividend of NT$1.13 per shareEligible shareholders must have bought the stock before 24 April 2026. Payment date: 18 May 2026. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Taiwanese dividend payers (5.1%). In line with average of industry peers (1.6%).
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 37%After last week's 37% share price gain to NT$71.00, the stock trades at a trailing P/E ratio of 63.7x. Average trailing P/E is 28x in the Electronic industry in Taiwan. Total returns to shareholders of 37% over the past three years.
New Risk • Apr 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 8.4% 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 (8.4% average weekly change). Market cap is less than US$100m (NT$1.85b market cap, or US$57.9m).
Buy Or Sell Opportunity • Mar 26Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to NT$50.90. The fair value is estimated to be NT$41.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 26%.
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$46.30, the stock trades at a trailing P/E ratio of 41.4x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Negligible returns to shareholders over past three years.
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$1.13 (vs NT$1.19 in FY 2024)Full year 2025 results: EPS: NT$1.13 (down from NT$1.19 in FY 2024). Revenue: NT$582.1m (up 2.8% from FY 2024). Net income: NT$35.1m (down 5.0% from FY 2024). Profit margin: 6.0% (down from 6.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 13LinkCom Manufacturing Co.,LTD., Annual General Meeting, Jun 26, 2026LinkCom Manufacturing Co.,LTD., Annual General Meeting, Jun 26, 2026. Location: 5 floor no,127 ln.235, pao ch`iao rd., sindian district, new taipei city Taiwan
Board Change • Feb 26Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$0.57 (vs NT$0.21 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.57 (up from NT$0.21 in 3Q 2024). Revenue: NT$150.7m (down 7.1% from 3Q 2024). Net income: NT$17.8m (up 167% from 3Q 2024). Profit margin: 12% (up from 4.1% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: NT$0.08 (vs NT$0.28 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.08 (down from NT$0.28 in 2Q 2024). Revenue: NT$168.8m (up 33% from 2Q 2024). Net income: NT$2.47m (down 72% from 2Q 2024). Profit margin: 1.5% (down from 6.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$0.30 (vs NT$0.16 in 1Q 2024)First quarter 2025 results: EPS: NT$0.30 (up from NT$0.16 in 1Q 2024). Revenue: NT$138.1m (up 21% from 1Q 2024). Net income: NT$9.45m (up 89% from 1Q 2024). Profit margin: 6.8% (up from 4.4% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
New Risk • May 09New 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 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.7% average weekly change). Market cap is less than US$100m (NT$1.60b market cap, or US$52.9m).
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$48.70, the stock trades at a trailing P/E ratio of 41.1x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$31.95, the stock trades at a trailing P/E ratio of 26.9x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 9.3% over the past three years.
Reported Earnings • Mar 14Full year 2024 earnings released: EPS: NT$1.19 (vs NT$1.69 in FY 2023)Full year 2024 results: EPS: NT$1.19 (down from NT$1.69 in FY 2023). Revenue: NT$566.1m (up 2.1% from FY 2023). Net income: NT$36.9m (down 26% from FY 2023). Profit margin: 6.5% (down from 9.0% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Declared Dividend • Mar 06Dividend reduced to NT$0.99Dividend of NT$0.99 is 36% lower than last year. Ex-date: 20th March 2025 Payment date: 18th April 2025 Dividend yield will be 2.4%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (177% earnings payout ratio) nor is it covered by cash flows (273% cash payout ratio). The dividend has increased by an average of 12% per year over the past 4 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 96% to bring the payout ratio under control. However, EPS has declined by 7.7% over the last 5 years so the company would need to reverse this trend.
お知らせ • Feb 27LinkCom Manufacturing Co.,LTD., Annual General Meeting, May 22, 2025LinkCom Manufacturing Co.,LTD., Annual General Meeting, May 22, 2025. Location: 5 floor no,127 ln.235, pao ch`iao rd., sindian district, new taipei city Taiwan
Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: NT$0.21 (vs NT$0.46 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.21 (down from NT$0.46 in 3Q 2023). Revenue: NT$162.3m (up 21% from 3Q 2023). Net income: NT$6.66m (down 53% from 3Q 2023). Profit margin: 4.1% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$47.00, the stock trades at a trailing P/E ratio of 41.6x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.
Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$55.00, the stock trades at a trailing P/E ratio of 48.7x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 104% over the past three years.
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$46.90, the stock trades at a trailing P/E ratio of 41.6x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.
Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$39.80, the stock trades at a trailing P/E ratio of 35.3x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 45% over the past three years.
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.28 (vs NT$0.54 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.28 (down from NT$0.54 in 2Q 2023). Revenue: NT$126.6m (down 7.3% from 2Q 2023). Net income: NT$8.72m (down 45% from 2Q 2023). Profit margin: 6.9% (down from 12% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
New Risk • Jun 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 43% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 113% Cash payout ratio: 112% Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (NT$1.18b market cap, or US$36.4m).
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.16 (vs NT$0.46 in 1Q 2023)First quarter 2024 results: EPS: NT$0.16 (down from NT$0.46 in 1Q 2023). Revenue: NT$114.5m (down 21% from 1Q 2023). Net income: NT$5.01m (down 61% from 1Q 2023). Profit margin: 4.4% (down from 8.9% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Apr 29Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to NT$41.65. The fair value is estimated to be NT$53.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 28%.
Upcoming Dividend • Mar 14Upcoming dividend of NT$1.56 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 22 April 2024. Payout ratio and cash payout ratio are on the higher end at 93% and 99% respectively. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (4.8%). In line with average of industry peers (3.4%).
お知らせ • Mar 05LinkCom Manufacturing Co.,LTD., Annual General Meeting, May 21, 2024LinkCom Manufacturing Co.,LTD., Annual General Meeting, May 21, 2024.
Reported Earnings • Mar 05Full year 2023 earnings released: EPS: NT$1.69 (vs NT$2.24 in FY 2022)Full year 2023 results: EPS: NT$1.69 (down from NT$2.24 in FY 2022). Revenue: NT$554.4m (flat on FY 2022). Net income: NT$50.1m (down 20% from FY 2022). Profit margin: 9.0% (down from 11% in FY 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan.
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: NT$0.46 (vs NT$0.90 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.46 (down from NT$0.90 in 3Q 2022). Revenue: NT$134.1m (up 4.5% from 3Q 2022). Net income: NT$14.3m (down 43% from 3Q 2022). Profit margin: 11% (down from 20% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Electronic industry in Taiwan.
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: NT$0.54 (vs NT$0.52 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.54 (up from NT$0.52 in 2Q 2022). Revenue: NT$136.5m (up 8.9% from 2Q 2022). Net income: NT$16.0m (up 10% from 2Q 2022). Profit margin: 12% (in line with 2Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Electronic industry in Taiwan.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$48.50, the stock trades at a trailing P/E ratio of 23.6x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 65% over the past year.
Buying Opportunity • May 30Now 23% undervaluedOver the last 90 days, the stock is up 7.5%. The fair value is estimated to be NT$63.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 17%.
Buying Opportunity • May 09Now 22% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be NT$63.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 17%.
Buying Opportunity • Apr 24Now 22% undervaluedOver the last 90 days, the stock is up 26%. The fair value is estimated to be NT$63.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 17%.
Upcoming Dividend • Mar 31Upcoming dividend of NT$2.01 per share at 3.8% yieldEligible shareholders must have bought the stock before 07 April 2023. Payment date: 05 May 2023. Trailing yield: 3.8%. Lower than top quartile of Taiwanese dividend payers (5.9%). Lower than average of industry peers (4.5%).
Reported Earnings • Mar 24Full year 2022 earnings released: EPS: NT$2.24 (vs NT$1.12 in FY 2021)Full year 2022 results: EPS: NT$2.24 (up from NT$1.12 in FY 2021). Revenue: NT$552.0m (up 12% from FY 2021). Net income: NT$62.7m (up 99% from FY 2021). Profit margin: 11% (up from 6.4% in FY 2021). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$55.00, the stock trades at a trailing P/E ratio of 28.1x. Average trailing P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 63% over the past year.
Upcoming Dividend • Jun 16Upcoming dividend of NT$1.10 per shareEligible shareholders must have bought the stock before 23 June 2022. Payment date: 15 July 2022. Payout ratio is on the higher end at 89% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Taiwanese dividend payers (6.0%). Lower than average of industry peers (4.3%).
Reported Earnings • May 02Full year 2021 earnings released: EPS: NT$1.12 (vs NT$0.96 in FY 2020)Full year 2021 results: EPS: NT$1.12 (up from NT$0.96 in FY 2020). Revenue: NT$492.3m (up 13% from FY 2020). Net income: NT$31.5m (up 17% from FY 2020). Profit margin: 6.4% (up from 6.2% in FY 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improved over the past weekAfter last week's 34% share price gain to NT$39.40, the stock trades at a trailing P/E ratio of 38.6x. Average trailing P/E is 18x in the Electronic industry in Taiwan.
