View Past PerformanceLinkCom ManufacturingLTD バランスシートの健全性財務の健全性 基準チェック /56LinkCom ManufacturingLTDの総株主資本はNT$637.7M 、総負債はNT$281.5Mで、負債比率は44.1%となります。総資産と総負債はそれぞれNT$1.2BとNT$523.1Mです。 LinkCom ManufacturingLTDの EBIT はNT$42.6Mで、利息カバレッジ比率-23.5です。現金および短期投資はNT$614.1Mです。主要情報44.14%負債資本比率NT$281.49m負債インタレスト・カバレッジ・レシオ-23.5x現金NT$614.09mエクイティNT$637.71m負債合計NT$523.10m総資産NT$1.16b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesValuation 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.財務状況分析短期負債: 6821の 短期資産 ( NT$839.9M ) が 短期負債 ( NT$174.4M ) を超えています。長期負債: 6821の短期資産 ( NT$839.9M ) が 長期負債 ( NT$348.7M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: 6821総負債よりも多くの現金を保有しています。負債の削減: 6821の負債対資本比率は、過去 5 年間で2.7%から44.1%に増加しました。債務返済能力: 6821の負債は 営業キャッシュフロー によって 十分にカバー されています ( 35.6% )。インタレストカバレッジ: 6821支払う利息よりも稼ぐ利息の方が多いので、利息支払い の補償は問題になりません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YTech 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/09 10:58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 • 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.