View Past PerformanceABICO NetComLtd バランスシートの健全性財務の健全性 基準チェック /46ABICO NetComLtdの総株主資本はNT$1.0B 、総負債はNT$1.2Bで、負債比率は114.6%となります。総資産と総負債はそれぞれNT$2.8BとNT$1.8Bです。主要情報114.63%負債資本比率NT$1.18b負債インタレスト・カバレッジ・レシオn/a現金NT$771.71mエクイティNT$1.03b負債合計NT$1.78b総資産NT$2.80b財務の健全性に関する最新情報分析記事 • Feb 17Is ABICO NetComLtd (GTSM:8071) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...すべての更新を表示Recent updatesReported Earnings • May 18First quarter 2026 earnings released: NT$0.39 loss per share (vs NT$0.82 loss in 1Q 2025)First quarter 2026 results: NT$0.39 loss per share (improved from NT$0.82 loss in 1Q 2025). Revenue: NT$526.3m (up 7.7% from 1Q 2025). Net loss: NT$23.5m (loss narrowed 45% from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Reported Earnings • Mar 21Full year 2025 earnings released: NT$1.06 loss per share (vs NT$0.89 loss in FY 2024)Full year 2025 results: NT$1.06 loss per share (further deteriorated from NT$0.89 loss in FY 2024). Revenue: NT$1.98b (down 2.7% from FY 2024). Net loss: NT$61.9m (loss widened 35% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Mar 12ABICO NetCom Co.,Ltd., Annual General Meeting, Jun 23, 2026ABICO NetCom Co.,Ltd., Annual General Meeting, Jun 23, 2026. Location: 15 floor no,99, fu hsing n. rd., songshan district, taipei city TaiwanReported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$0.58 (vs NT$0.45 loss in 3Q 2024)Third quarter 2025 results: EPS: NT$0.58 (up from NT$0.45 loss in 3Q 2024). Revenue: NT$497.9m (down 1.6% from 3Q 2024). Net income: NT$34.6m (up NT$58.0m from 3Q 2024). Profit margin: 7.0% (up from net loss in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 17Second quarter 2025 earnings released: NT$0.49 loss per share (vs NT$0.28 loss in 2Q 2024)Second quarter 2025 results: NT$0.49 loss per share (further deteriorated from NT$0.28 loss in 2Q 2024). Revenue: NT$495.6m (down 6.3% from 2Q 2024). Net loss: NT$29.4m (loss widened 102% from 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.Reported Earnings • May 14First quarter 2025 earnings released: NT$0.82 loss per share (vs NT$0.35 loss in 1Q 2024)First quarter 2025 results: NT$0.82 loss per share (further deteriorated from NT$0.35 loss in 1Q 2024). Revenue: NT$488.8m (up 8.9% from 1Q 2024). Net loss: NT$42.6m (loss widened 132% from 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 105 percentage points per year, which is a significant difference in performance.New Risk • May 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 57% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (9.1% average weekly change). Shareholders have been diluted in the past year (16% increase in shares outstanding). Market cap is less than US$100m (NT$1.12b market cap, or US$36.3m).Reported Earnings • Mar 19Full year 2024 earnings released: NT$0.89 loss per share (vs NT$0.82 loss in FY 2023)Full year 2024 results: NT$0.89 loss per share (further deteriorated from NT$0.82 loss in FY 2023). Revenue: NT$2.03b (down 4.1% from FY 2023). Net loss: NT$46.0m (loss widened 7.8% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.お知らせ • Mar 12ABICO NetCom Co.,Ltd., Annual General Meeting, Jun 26, 2025ABICO NetCom Co.,Ltd., Annual General Meeting, Jun 26, 2025. Location: 6 floor no,99, fu hsing n. rd., songshan district, taipei city TaiwanNew Risk • Mar 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.9% average weekly change). Earnings have declined by 56% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$1.22b market cap, or US$37.1m).New Risk • Dec 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 56% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (NT$1.20b market cap, or US$36.6m).Reported Earnings • Aug 18Second quarter 2024 earnings released: NT$0.28 loss per share (vs NT$0.01 profit in 2Q 2023)Second quarter 2024 results: NT$0.28 loss per share (down from NT$0.01 profit in 2Q 2023). Revenue: NT$529.1m (up 2.8% from 2Q 2023). Net loss: NT$14.5m (down NT$15.1m from profit in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.New Risk • May 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 45% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Market cap is less than US$100m (NT$1.11b market cap, or US$34.4m).Reported Earnings • May 19First quarter 2024 earnings released: NT$0.35 loss per share (vs NT$0.36 loss in 1Q 2023)First quarter 2024 results: NT$0.35 loss per share (improved from NT$0.36 loss in 1Q 2023). Revenue: NT$448.7m (down 11% from 1Q 2023). Net loss: NT$18.3m (flat on 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.お知らせ • Apr 03ABICO NetCom Co.,Ltd., Annual General Meeting, Jun 26, 2024ABICO NetCom Co.,Ltd., Annual General Meeting, Jun 26, 2024.Reported Earnings • Mar 20Full year 2023 earnings released: NT$0.82 loss per share (vs NT$0.67 profit in FY 2022)Full year 2023 results: NT$0.82 loss per share (down from NT$0.67 profit in FY 2022). Revenue: NT$2.12b (down 17% from FY 2022). Net loss: NT$42.6m (down 223% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 18Upcoming dividend of NT$0.50 per share at 3.2% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 20 September 2023. Payout ratio is on the higher end at 98%, however this is supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (5.6%). In line with average of industry peers (3.1%).Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: NT$0.01 (vs NT$0.31 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.01 (down from NT$0.31 in 2Q 2022). Revenue: NT$514.5m (down 23% from 2Q 2022). Net income: NT$513.0k (down 97% from 2Q 2022). Profit margin: 0.1% (down from 2.4% in 2Q 2022). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.New Risk • Aug 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 13% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (98% payout ratio). Share price has been volatile over the past 3 months (6.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.6% net profit margin). Market cap is less than US$100m (NT$816.7m market cap, or US$25.6m).Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$17.80, the stock trades at a trailing P/E ratio of 62.3x. Average trailing P/E is 19x in the Tech industry in Taiwan. Total returns to shareholders of 45% over the past three years.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$0.40 (vs NT$0.037 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.40 (up from NT$0.037 in 3Q 2021). Revenue: NT$674.8m (down 2.4% from 3Q 2021). Net income: NT$20.6m (up NT$18.6m from 3Q 2021). Profit margin: 3.0% (up from 0.3% in 3Q 2021). 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 1% per year, which means it is well ahead of earnings.Board Change • Nov 16Less 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. 12 experienced directors. No highly experienced directors. 3 independent directors (6 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 13Third quarter 2022 earnings released: EPS: NT$0.40 (vs NT$0.037 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.40 (up from NT$0.037 in 3Q 2021). Revenue: NT$674.8m (down 2.4% from 3Q 2021). Net income: NT$20.6m (up NT$18.6m from 3Q 2021). Profit margin: 3.0% (up from 0.3% in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Buying Opportunity • Oct 13Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be NT$17.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 31% over the last 3 years. Earnings per share has declined by 27%.Buying Opportunity • Sep 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.5%. The fair value is estimated to be NT$20.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 31% over the last 3 years. Earnings per share has declined by 27%.Upcoming Dividend • Aug 23Upcoming dividend of NT$1.20 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 22 September 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 6.1%. Lower than top quartile of Taiwanese dividend payers (6.4%). Lower than average of industry peers (7.2%).Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.31 (vs NT$0.14 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.31 (up from NT$0.14 in 2Q 2021). Revenue: NT$669.7m (up 15% from 2Q 2021). Net income: NT$16.0m (up 123% from 2Q 2021). Profit margin: 2.4% (up from 1.2% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$18.00, the stock trades at a trailing P/E ratio of 25.8x. Average trailing P/E is 13x in the Tech industry in Taiwan. Total returns to shareholders of 30% over the past three years.Reported Earnings • May 16First quarter 2022 earnings released: EPS: NT$0.03 (vs NT$0.40 in 1Q 2021)First quarter 2022 results: EPS: NT$0.03 (down from NT$0.40 in 1Q 2021). Revenue: NT$642.0m (up 22% from 1Q 2021). Net income: NT$1.48m (down 93% from 1Q 2021). Profit margin: 0.2% (down from 3.9% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Board Change • Apr 27Less 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. 12 experienced directors. No highly experienced directors. 3 independent directors (6 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 • Apr 01Full year 2021 earnings released: EPS: NT$1.11 (vs NT$0.28 in FY 2020)Full year 2021 results: EPS: NT$1.11 (up from NT$0.28 in FY 2020). Revenue: NT$2.57b (down 33% from FY 2020). Net income: NT$57.6m (up 296% from FY 2020). Profit margin: 2.2% (up from 0.4% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$17.05, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 16x in the Tech industry in Taiwan. Total returns to shareholders of 59% over the past three years.Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$15.80, the stock trades at a trailing P/E ratio of 25.8x. Average trailing P/E is 16x in the Tech industry in Taiwan. Total returns to shareholders of 52% over the past three years.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.04 (vs NT$0.083 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$691.1m (down 31% from 3Q 2020). Net income: NT$1.94m (down 55% from 3Q 2020). Profit margin: 0.3% (down from 0.4% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 20Upcoming dividend of NT$0.20 per shareEligible shareholders must have bought the stock before 27 August 2021. Payment date: 22 September 2021. Trailing yield: 1.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (5.5%).Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS NT$0.13 (vs NT$0.16 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and revenues, although profit margins were improved. Second quarter 2021 results: Revenue: NT$583.5m (down 38% from 2Q 2020). Net income: NT$7.17m (down 15% from 2Q 2020). Profit margin: 1.2% (up from 0.9% in 2Q 2020). The increase in margin was driven by lower 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 6% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$15.20, the stock trades at a trailing P/E ratio of 54.2x. Average trailing P/E is 18x in the Tech industry in Taiwan. Negligible returns to shareholders over past three years.Reported Earnings • Mar 31Full year 2020 earnings released: EPS NT$0.28 (vs NT$1.35 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$3.87b (down 20% from FY 2019). Net income: NT$14.5m (down 79% from FY 2019). Profit margin: 0.4% (down from 1.4% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% 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.分析記事 • Feb 17Is ABICO NetComLtd (GTSM:8071) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Is New 90 Day High Low • Dec 28New 90-day high: NT$12.35The company is up 3.0% from its price of NT$11.95 on 30 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 6.0% over the same period.分析記事 • Dec 23What We Make Of ABICO NetComLtd's (GTSM:8071) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.09The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$1.00b (down 9.2% from 3Q 2019). Net income: NT$4.32m (down 78% from 3Q 2019). Profit margin: 0.4% (down from 1.8% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Oct 21New 90-day low: NT$11.70The company is down 9.0% from its price of NT$12.90 on 23 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is down 4.0% over the same period.Is New 90 Day High Low • Sep 25New 90-day low: NT$11.75The company is down 7.0% from its price of NT$12.70 on 24 June 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is down 1.0% over the same period.財務状況分析短期負債: 8071の 短期資産 ( NT$1.6B ) が 短期負債 ( NT$1.2B ) を超えています。長期負債: 8071の短期資産 ( NT$1.6B ) が 長期負債 ( NT$561.1M ) 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: 8071の 純負債対資本比率 ( 39.4% ) は 満足できる 水準であると考えられます。負債の削減: 8071の負債対資本比率は、過去 5 年間で124.7%から114.6%に減少しました。債務返済能力: 8071の 営業キャッシュフロー はマイナスであるため、負債は十分にカバーされていません。インタレストカバレッジ: 8071の負債に対する 利息支払い が EBIT によって 十分にカバーされている かどうかを判断するにはデータが不十分です。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2026/05/21 23:49終値2026/05/21 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ABICO NetCom 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。0
分析記事 • Feb 17Is ABICO NetComLtd (GTSM:8071) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • May 18First quarter 2026 earnings released: NT$0.39 loss per share (vs NT$0.82 loss in 1Q 2025)First quarter 2026 results: NT$0.39 loss per share (improved from NT$0.82 loss in 1Q 2025). Revenue: NT$526.3m (up 7.7% from 1Q 2025). Net loss: NT$23.5m (loss narrowed 45% from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 21Full year 2025 earnings released: NT$1.06 loss per share (vs NT$0.89 loss in FY 2024)Full year 2025 results: NT$1.06 loss per share (further deteriorated from NT$0.89 loss in FY 2024). Revenue: NT$1.98b (down 2.7% from FY 2024). Net loss: NT$61.9m (loss widened 35% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Mar 12ABICO NetCom Co.,Ltd., Annual General Meeting, Jun 23, 2026ABICO NetCom Co.,Ltd., Annual General Meeting, Jun 23, 2026. Location: 15 floor no,99, fu hsing n. rd., songshan district, taipei city Taiwan
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$0.58 (vs NT$0.45 loss in 3Q 2024)Third quarter 2025 results: EPS: NT$0.58 (up from NT$0.45 loss in 3Q 2024). Revenue: NT$497.9m (down 1.6% from 3Q 2024). Net income: NT$34.6m (up NT$58.0m from 3Q 2024). Profit margin: 7.0% (up from net loss in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 17Second quarter 2025 earnings released: NT$0.49 loss per share (vs NT$0.28 loss in 2Q 2024)Second quarter 2025 results: NT$0.49 loss per share (further deteriorated from NT$0.28 loss in 2Q 2024). Revenue: NT$495.6m (down 6.3% from 2Q 2024). Net loss: NT$29.4m (loss widened 102% from 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 14First quarter 2025 earnings released: NT$0.82 loss per share (vs NT$0.35 loss in 1Q 2024)First quarter 2025 results: NT$0.82 loss per share (further deteriorated from NT$0.35 loss in 1Q 2024). Revenue: NT$488.8m (up 8.9% from 1Q 2024). Net loss: NT$42.6m (loss widened 132% from 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 105 percentage points per year, which is a significant difference in performance.
New Risk • May 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 57% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (9.1% average weekly change). Shareholders have been diluted in the past year (16% increase in shares outstanding). Market cap is less than US$100m (NT$1.12b market cap, or US$36.3m).
Reported Earnings • Mar 19Full year 2024 earnings released: NT$0.89 loss per share (vs NT$0.82 loss in FY 2023)Full year 2024 results: NT$0.89 loss per share (further deteriorated from NT$0.82 loss in FY 2023). Revenue: NT$2.03b (down 4.1% from FY 2023). Net loss: NT$46.0m (loss widened 7.8% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 12ABICO NetCom Co.,Ltd., Annual General Meeting, Jun 26, 2025ABICO NetCom Co.,Ltd., Annual General Meeting, Jun 26, 2025. Location: 6 floor no,99, fu hsing n. rd., songshan district, taipei city Taiwan
New Risk • Mar 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.9% average weekly change). Earnings have declined by 56% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$1.22b market cap, or US$37.1m).
New Risk • Dec 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 56% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (NT$1.20b market cap, or US$36.6m).
Reported Earnings • Aug 18Second quarter 2024 earnings released: NT$0.28 loss per share (vs NT$0.01 profit in 2Q 2023)Second quarter 2024 results: NT$0.28 loss per share (down from NT$0.01 profit in 2Q 2023). Revenue: NT$529.1m (up 2.8% from 2Q 2023). Net loss: NT$14.5m (down NT$15.1m from profit in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.
New Risk • May 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 45% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Market cap is less than US$100m (NT$1.11b market cap, or US$34.4m).
Reported Earnings • May 19First quarter 2024 earnings released: NT$0.35 loss per share (vs NT$0.36 loss in 1Q 2023)First quarter 2024 results: NT$0.35 loss per share (improved from NT$0.36 loss in 1Q 2023). Revenue: NT$448.7m (down 11% from 1Q 2023). Net loss: NT$18.3m (flat on 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 03ABICO NetCom Co.,Ltd., Annual General Meeting, Jun 26, 2024ABICO NetCom Co.,Ltd., Annual General Meeting, Jun 26, 2024.
Reported Earnings • Mar 20Full year 2023 earnings released: NT$0.82 loss per share (vs NT$0.67 profit in FY 2022)Full year 2023 results: NT$0.82 loss per share (down from NT$0.67 profit in FY 2022). Revenue: NT$2.12b (down 17% from FY 2022). Net loss: NT$42.6m (down 223% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 18Upcoming dividend of NT$0.50 per share at 3.2% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 20 September 2023. Payout ratio is on the higher end at 98%, however this is supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (5.6%). In line with average of industry peers (3.1%).
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: NT$0.01 (vs NT$0.31 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.01 (down from NT$0.31 in 2Q 2022). Revenue: NT$514.5m (down 23% from 2Q 2022). Net income: NT$513.0k (down 97% from 2Q 2022). Profit margin: 0.1% (down from 2.4% in 2Q 2022). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
New Risk • Aug 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 13% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (98% payout ratio). Share price has been volatile over the past 3 months (6.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.6% net profit margin). Market cap is less than US$100m (NT$816.7m market cap, or US$25.6m).
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$17.80, the stock trades at a trailing P/E ratio of 62.3x. Average trailing P/E is 19x in the Tech industry in Taiwan. Total returns to shareholders of 45% over the past three years.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$0.40 (vs NT$0.037 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.40 (up from NT$0.037 in 3Q 2021). Revenue: NT$674.8m (down 2.4% from 3Q 2021). Net income: NT$20.6m (up NT$18.6m from 3Q 2021). Profit margin: 3.0% (up from 0.3% in 3Q 2021). 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 1% per year, which means it is well ahead of earnings.
Board Change • Nov 16Less 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. 12 experienced directors. No highly experienced directors. 3 independent directors (6 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 13Third quarter 2022 earnings released: EPS: NT$0.40 (vs NT$0.037 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.40 (up from NT$0.037 in 3Q 2021). Revenue: NT$674.8m (down 2.4% from 3Q 2021). Net income: NT$20.6m (up NT$18.6m from 3Q 2021). Profit margin: 3.0% (up from 0.3% in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Buying Opportunity • Oct 13Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be NT$17.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 31% over the last 3 years. Earnings per share has declined by 27%.
Buying Opportunity • Sep 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.5%. The fair value is estimated to be NT$20.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 31% over the last 3 years. Earnings per share has declined by 27%.
Upcoming Dividend • Aug 23Upcoming dividend of NT$1.20 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 22 September 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 6.1%. Lower than top quartile of Taiwanese dividend payers (6.4%). Lower than average of industry peers (7.2%).
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.31 (vs NT$0.14 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.31 (up from NT$0.14 in 2Q 2021). Revenue: NT$669.7m (up 15% from 2Q 2021). Net income: NT$16.0m (up 123% from 2Q 2021). Profit margin: 2.4% (up from 1.2% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$18.00, the stock trades at a trailing P/E ratio of 25.8x. Average trailing P/E is 13x in the Tech industry in Taiwan. Total returns to shareholders of 30% over the past three years.
Reported Earnings • May 16First quarter 2022 earnings released: EPS: NT$0.03 (vs NT$0.40 in 1Q 2021)First quarter 2022 results: EPS: NT$0.03 (down from NT$0.40 in 1Q 2021). Revenue: NT$642.0m (up 22% from 1Q 2021). Net income: NT$1.48m (down 93% from 1Q 2021). Profit margin: 0.2% (down from 3.9% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Board Change • Apr 27Less 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. 12 experienced directors. No highly experienced directors. 3 independent directors (6 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 • Apr 01Full year 2021 earnings released: EPS: NT$1.11 (vs NT$0.28 in FY 2020)Full year 2021 results: EPS: NT$1.11 (up from NT$0.28 in FY 2020). Revenue: NT$2.57b (down 33% from FY 2020). Net income: NT$57.6m (up 296% from FY 2020). Profit margin: 2.2% (up from 0.4% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$17.05, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 16x in the Tech industry in Taiwan. Total returns to shareholders of 59% over the past three years.
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$15.80, the stock trades at a trailing P/E ratio of 25.8x. Average trailing P/E is 16x in the Tech industry in Taiwan. Total returns to shareholders of 52% over the past three years.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.04 (vs NT$0.083 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$691.1m (down 31% from 3Q 2020). Net income: NT$1.94m (down 55% from 3Q 2020). Profit margin: 0.3% (down from 0.4% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 20Upcoming dividend of NT$0.20 per shareEligible shareholders must have bought the stock before 27 August 2021. Payment date: 22 September 2021. Trailing yield: 1.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (5.5%).
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS NT$0.13 (vs NT$0.16 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and revenues, although profit margins were improved. Second quarter 2021 results: Revenue: NT$583.5m (down 38% from 2Q 2020). Net income: NT$7.17m (down 15% from 2Q 2020). Profit margin: 1.2% (up from 0.9% in 2Q 2020). The increase in margin was driven by lower 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 6% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$15.20, the stock trades at a trailing P/E ratio of 54.2x. Average trailing P/E is 18x in the Tech industry in Taiwan. Negligible returns to shareholders over past three years.
Reported Earnings • Mar 31Full year 2020 earnings released: EPS NT$0.28 (vs NT$1.35 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$3.87b (down 20% from FY 2019). Net income: NT$14.5m (down 79% from FY 2019). Profit margin: 0.4% (down from 1.4% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% 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.
分析記事 • Feb 17Is ABICO NetComLtd (GTSM:8071) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Is New 90 Day High Low • Dec 28New 90-day high: NT$12.35The company is up 3.0% from its price of NT$11.95 on 30 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 6.0% over the same period.
分析記事 • Dec 23What We Make Of ABICO NetComLtd's (GTSM:8071) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.09The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$1.00b (down 9.2% from 3Q 2019). Net income: NT$4.32m (down 78% from 3Q 2019). Profit margin: 0.4% (down from 1.8% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Oct 21New 90-day low: NT$11.70The company is down 9.0% from its price of NT$12.90 on 23 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is down 4.0% over the same period.
Is New 90 Day High Low • Sep 25New 90-day low: NT$11.75The company is down 7.0% from its price of NT$12.70 on 24 June 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is down 1.0% over the same period.