Taitien Electronics(8289)株式概要台天電子股份有限公司は、台湾、米州、欧州、その他のアジア、および国際的に電子部品を製造・販売している。 詳細8289 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績3/6財務の健全性4/6配当金0/6報酬過去1年間で収益は59%増加しました リスク分析過去5年間で収益は年間39.3%減少しました。 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財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る8289 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$67.10116.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-20m2b2016201920222025202620282031Revenue NT$1.2bEarnings NT$11.4mAdvancedSet Fair ValueView all narrativesTaitien Electronics Co., Ltd. 競合他社Brave C&H SupplyLtdSymbol: TPEX:6538Market cap: NT$4.4bOptimax TechnologySymbol: TWSE:3051Market cap: NT$4.6bM3 TechnologySymbol: TWSE:6799Market cap: NT$4.3bMegaforceSymbol: TPEX:3294Market cap: NT$5.2b価格と性能株価の高値、安値、推移の概要Taitien Electronics過去の株価現在の株価NT$67.1052週高値NT$78.0052週安値NT$19.10ベータ1.131ヶ月の変化0.45%3ヶ月変化100.90%1年変化231.36%3年間の変化65.07%5年間の変化255.97%IPOからの変化238.24%最新ニュースUpcoming Dividend • Jun 09Upcoming dividend of NT$0.15 per shareEligible shareholders must have bought the stock before 16 June 2026. Payment date: 10 July 2026. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 0.2%. Lower than top quartile of Taiwanese dividend payers (4.9%). Lower than average of industry peers (1.3%).New Risk • May 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% 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 Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 39% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.Reported Earnings • May 12First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: NT$444.5m (up 2.3% from 1Q 2025). Net income: NT$19.0m (up 280% from 1Q 2025). Profit margin: 4.3% (up from 1.1% in 1Q 2025).Reported Earnings • Mar 24Full year 2025 earnings released: EPS: NT$0.04 (vs NT$0.40 in FY 2024)Full year 2025 results: EPS: NT$0.04 (down from NT$0.40 in FY 2024). Revenue: NT$1.74b (up 16% from FY 2024). Net income: NT$2.78m (down 90% from FY 2024). Profit margin: 0.2% (down from 1.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance.お知らせ • Mar 11Taitien Electronics Co., Ltd., Annual General Meeting, May 29, 2026Taitien Electronics Co., Ltd., Annual General Meeting, May 29, 2026. Location: no,5, shu t`an st., shulin district, new taipei city TaiwanNew Risk • Feb 04New 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 7.0% 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 18% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (NT$1.86b market cap, or US$58.9m).最新情報をもっと見るRecent updatesUpcoming Dividend • Jun 09Upcoming dividend of NT$0.15 per shareEligible shareholders must have bought the stock before 16 June 2026. Payment date: 10 July 2026. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 0.2%. Lower than top quartile of Taiwanese dividend payers (4.9%). Lower than average of industry peers (1.3%).New Risk • May 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% 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 Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 39% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.Reported Earnings • May 12First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: NT$444.5m (up 2.3% from 1Q 2025). Net income: NT$19.0m (up 280% from 1Q 2025). Profit margin: 4.3% (up from 1.1% in 1Q 2025).Reported Earnings • Mar 24Full year 2025 earnings released: EPS: NT$0.04 (vs NT$0.40 in FY 2024)Full year 2025 results: EPS: NT$0.04 (down from NT$0.40 in FY 2024). Revenue: NT$1.74b (up 16% from FY 2024). Net income: NT$2.78m (down 90% from FY 2024). Profit margin: 0.2% (down from 1.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance.お知らせ • Mar 11Taitien Electronics Co., Ltd., Annual General Meeting, May 29, 2026Taitien Electronics Co., Ltd., Annual General Meeting, May 29, 2026. Location: no,5, shu t`an st., shulin district, new taipei city TaiwanNew Risk • Feb 04New 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 7.0% 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 18% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (NT$1.86b market cap, or US$58.9m).Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: NT$0.15 (vs NT$0.26 loss in 3Q 2024)Third quarter 2025 results: EPS: NT$0.15 (up from NT$0.26 loss in 3Q 2024). Revenue: NT$390.7m (up 11% from 3Q 2024). Net income: NT$10.2m (up NT$27.7m from 3Q 2024). Profit margin: 2.6% (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 94 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 15Second quarter 2025 earnings released: NT$0.46 loss per share (vs NT$0.19 profit in 2Q 2024)Second quarter 2025 results: NT$0.46 loss per share (down from NT$0.19 profit in 2Q 2024). Revenue: NT$482.1m (up 26% from 2Q 2024). Net loss: NT$31.3m (down 347% from profit in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.Declared Dividend • Aug 09Dividend reduced to NT$0.30Dividend of NT$0.30 is 70% lower than last year. Ex-date: 26th August 2025 Payment date: 24th September 2025 Dividend yield will be 1.5%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (194% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 116% to bring the payout ratio under control, which is more than the 5.6% EPS growth achieved over the last 5 years.New Risk • May 14New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 27% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (27% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (NT$1.48b market cap, or US$48.7m).Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$18.40, the stock trades at a trailing P/E ratio of 45.9x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total loss to shareholders of 39% over the past three years.Reported Earnings • Mar 28Full year 2024 earnings released: EPS: NT$0.40 (vs NT$1.29 in FY 2023)Full year 2024 results: EPS: NT$0.40 (down from NT$1.29 in FY 2023). Revenue: NT$1.50b (down 4.9% from FY 2023). Net income: NT$27.4m (down 69% from FY 2023). Profit margin: 1.8% (down from 5.6% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • Mar 14Taitien Electronics Co., Ltd., Annual General Meeting, Jun 10, 2025Taitien Electronics Co., Ltd., Annual General Meeting, Jun 10, 2025. Location: no,5, shu t`an st., shulin district, new taipei city TaiwanReported Earnings • Nov 18Third quarter 2024 earnings released: NT$0.26 loss per share (vs NT$0.40 profit in 3Q 2023)Third quarter 2024 results: NT$0.26 loss per share (down from NT$0.40 profit in 3Q 2023). Revenue: NT$350.8m (up 6.6% from 3Q 2023). Net loss: NT$17.5m (down 164% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.New Risk • Nov 18New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% 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: Minor Risks Dividend is not well covered by earnings (dividend per share is over 45x earnings per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin). Market cap is less than US$100m (NT$1.63b market cap, or US$50.2m).Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.19 (vs NT$0.27 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.19 (down from NT$0.27 in 2Q 2023). Revenue: NT$384.1m (down 4.2% from 2Q 2023). Net income: NT$12.7m (down 31% from 2Q 2023). Profit margin: 3.3% (down from 4.6% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Declared Dividend • Aug 10Dividend reduced to NT$1.00Dividend of NT$1.00 is 71% lower than last year. Ex-date: 27th August 2024 Payment date: 25th September 2024 Dividend yield will be 3.8%, which is about the same as the industry average. Sustainability & Growth Dividend is not covered by earnings (132% earnings payout ratio). However, it is well covered by cash flows (34% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 47% to bring the payout ratio under control. However, EPS has declined by 19% over the last 5 years so the company would need to reverse this trend.お知らせ • Aug 10Taitien Electronics Co., Ltd. Announces Cash Dividend, Payable on September 25, 2024Taitien Electronics Co., Ltd. announced cash dividends to shareholders were TWD 58,083,700, with a distribution of TWD 0.85 per share. Cash distributed from capital of TWD 10,250,065, with a distribution of TWD 0.15 per share. Ex-rights (ex-dividend) trading date: August 27, 2024. Ex-rights (ex-dividend) record date: September 2, 2024. The common stock cash dividend distribution payment date is September 25, 2024.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$24.30, the stock trades at a trailing P/E ratio of 32.1x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 6.6% over the past three years.お知らせ • Aug 02Taitien Electronics Co., Ltd. to Report Q2, 2024 Results on Aug 08, 2024Taitien Electronics Co., Ltd. announced that they will report Q2, 2024 results on Aug 08, 2024Reported Earnings • May 12First quarter 2024 earnings released: EPS: NT$0.32 (vs NT$0.85 in 1Q 2023)First quarter 2024 results: EPS: NT$0.32 (down from NT$0.85 in 1Q 2023). Revenue: NT$392.5m (down 24% from 1Q 2023). Net income: NT$21.8m (down 63% from 1Q 2023). Profit margin: 5.6% (down from 11% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 28Taitien Electronics Co., Ltd. to Report Q1, 2024 Results on May 03, 2024Taitien Electronics Co., Ltd. announced that they will report Q1, 2024 results on May 03, 2024Reported Earnings • Mar 28Full year 2023 earnings released: EPS: NT$1.29 (vs NT$5.25 in FY 2022)Full year 2023 results: EPS: NT$1.29 (down from NT$5.25 in FY 2022). Revenue: NT$1.58b (down 33% from FY 2022). Net income: NT$88.2m (down 75% from FY 2022). Profit margin: 5.6% (down from 15% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$36.90, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 254% over the past three years.New Risk • Nov 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.9% Last year net profit margin: 16% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (171% payout ratio). Profit margins are more than 30% lower than last year (7.9% net profit margin). Market cap is less than US$100m (NT$2.33b market cap, or US$73.7m).Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$34.70, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total returns to shareholders of 257% over the past three years.New Risk • Nov 20New 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 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (104% payout ratio). Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (NT$2.28b market cap, or US$72.1m).Buying Opportunity • Aug 25Now 29% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be NT$46.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable.Upcoming Dividend • Aug 18Upcoming dividend of NT$3.50 per share at 9.7% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 22 September 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 9.7%. Within top quartile of Taiwanese dividend payers (5.6%). Higher than average of industry peers (4.2%).Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: NT$0.27 (vs NT$1.73 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.27 (down from NT$1.73 in 2Q 2022). Revenue: NT$401.1m (down 37% from 2Q 2022). Net income: NT$18.3m (down 85% from 2Q 2022). Profit margin: 4.6% (down from 19% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Aug 09Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.4%. The fair value is estimated to be NT$46.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Mar 31Full year 2022 earnings released: EPS: NT$5.25 (vs NT$3.12 in FY 2021)Full year 2022 results: EPS: NT$5.25 (up from NT$3.12 in FY 2021). Revenue: NT$2.37b (up 4.4% from FY 2021). Net income: NT$358.9m (up 68% from FY 2021). Profit margin: 15% (up from 9.4% in FY 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 69% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$51.00, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 444% over the past three years.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$48.05, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 346% over the past three years.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$1.72 (vs NT$1.07 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.72 (up from NT$1.07 in 3Q 2021). Revenue: NT$616.5m (down 2.9% from 3Q 2021). Net income: NT$117.4m (up 61% from 3Q 2021). Profit margin: 19% (up from 12% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$1.72 (vs NT$1.07 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.72 (up from NT$1.07 in 3Q 2021). Revenue: NT$616.5m (down 2.9% from 3Q 2021). Net income: NT$117.4m (up 61% from 3Q 2021). Profit margin: 19% (up from 12% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$28.50, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 137% over the past three years.Upcoming Dividend • Aug 19Upcoming dividend of NT$2.10 per shareEligible shareholders must have bought the stock before 26 August 2022. Payment date: 23 September 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 5.1%. Lower than top quartile of Taiwanese dividend payers (6.5%). Higher than average of industry peers (4.4%).Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$1.73 (vs NT$0.71 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.73 (up from NT$0.71 in 2Q 2021). Revenue: NT$634.7m (up 16% from 2Q 2021). Net income: NT$118.5m (up 143% from 2Q 2021). Profit margin: 19% (up from 8.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$40.60, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 241% over the past three years.Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$1.27 (vs NT$0.30 in 1Q 2021)First quarter 2022 results: EPS: NT$1.27 (up from NT$0.30 in 1Q 2021). Revenue: NT$595.0m (up 36% from 1Q 2021). Net income: NT$86.8m (up 323% from 1Q 2021). Profit margin: 15% (up from 4.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 28Full year 2021 earnings released: EPS: NT$3.12 (vs NT$0.065 in FY 2020)Full year 2021 results: EPS: NT$3.12 (up from NT$0.065 in FY 2020). Revenue: NT$2.27b (up 43% from FY 2020). Net income: NT$213.2m (up NT$208.8m from FY 2020). Profit margin: 9.4% (up from 0.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$38.65, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 222% over the past three years.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$1.07 (vs NT$0.13 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$634.6m (up 41% from 3Q 2020). Net income: NT$72.9m (up NT$81.5m from 3Q 2020). Profit margin: 12% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. 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 35% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$27.50, the stock trades at a trailing P/E ratio of 25.8x. Average trailing P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 145% over the past three years.Upcoming Dividend • Sep 07Upcoming dividend of NT$0.12 per shareEligible shareholders must have bought the stock before 14 September 2021. Payment date: 14 October 2021. Trailing yield: 0.4%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (3.2%).Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$31.00, the stock trades at a trailing P/E ratio of 29.1x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 135% over the past three years.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS NT$0.71 (vs NT$0.11 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$546.1m (up 31% from 2Q 2020). Net income: NT$48.7m (up NT$41.3m from 2Q 2020). Profit margin: 8.9% (up from 1.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$27.45, the stock trades at a trailing P/E ratio of 59.7x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 146% over the past three years.Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$24.20, the stock trades at a trailing P/E ratio of 52.7x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 122% over the past three years.Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 26% share price gain to NT$17.90, the stock trades at a trailing P/E ratio of 38.5x. Average trailing P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 76% over the past three years.Reported Earnings • May 16First quarter 2021 earnings released: EPS NT$0.30 (vs NT$0.095 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$437.1m (up 39% from 1Q 2020). Net income: NT$20.5m (up NT$27.0m from 1Q 2020). Profit margin: 4.7% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.分析記事 • Apr 05Some Investors May Be Worried About Taitien Electronics' (GTSM:8289) Returns On CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...Reported Earnings • Mar 30Full year 2020 earnings released: EPS NT$0.06 (vs NT$0.28 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$1.58b (up 3.4% from FY 2019). Net income: NT$4.41m (up NT$24.9m from FY 2019). Profit margin: 0.3% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Mar 13New 90-day high: NT$12.70The company is up 9.0% from its price of NT$11.70 on 11 December 2020. The Taiwanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 17% over the same period.分析記事 • Feb 11Health Check: How Prudently Does Taitien Electronics (GTSM:8289) Use Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Is New 90 Day High Low • Dec 30New 90-day high: NT$12.20The company is up 5.0% from its price of NT$11.65 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 Electronic industry, which is up 16% over the same period.Is New 90 Day High Low • Nov 24New 90-day low: NT$11.35The company is down 4.0% from its price of NT$11.85 on 26 August 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 4.0% over the same period.Reported Earnings • Nov 15Third quarter 2020 earnings released: NT$0.12 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: NT$449.5m (down 3.2% from 3Q 2019). Net loss: NT$8.63m (down 141% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Oct 29New 90-day low: NT$11.50The company is down 8.0% from its price of NT$12.55 on 31 July 2020. The Taiwanese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 2.0% over the same period.株主還元8289TW ElectronicTW 市場7D-1.3%7.2%5.3%1Y231.4%225.6%109.6%株主還元を見る業界別リターン: 8289過去 1 年間で225.6 % の収益を上げたTW Electronic業界を上回りました。リターン対市場: 8289過去 1 年間で109.6 % の収益を上げたTW市場を上回りました。価格変動Is 8289's price volatile compared to industry and market?8289 volatility8289 Average Weekly Movement12.5%Electronic Industry Average Movement9.1%Market Average Movement6.4%10% most volatile stocks in TW Market12.1%10% least volatile stocks in TW Market2.6%安定した株価: 8289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: 8289の weekly volatility ( 13% ) は過去 1 年間安定していますが、依然としてTWの株式の 75% よりも高くなっています。会社概要設立従業員CEO(最高経営責任者ウェブサイト1976n/aJustine Songwww.taitien.com台天電子股份有限公司は、台湾、米州、欧州、アジア、および国際的に電子部品を製造・販売しています。水晶振動子、水晶発振器、VCXO、VCTCXO、TCXO、OCXO、QCM、機器、ミニオーブン、タイミングモジュールなどの水晶周波数制御部品を製造販売している。また、水晶関連製品・機器、周波数制御部品、センサー部品、電子計測器、機械システム設計製品、データ記憶媒体ユニット、一般計器、その他電気工学・電子機械設備の製造・販売、電子材料の卸売・小売、貿易事業も行っている。自動車、家電、情報技術、通信業界を顧客とする。1976年に設立され、本社は台湾の新北市にある。もっと見るTaitien Electronics Co., Ltd. 基礎のまとめTaitien Electronics の収益と売上を時価総額と比較するとどうか。8289 基礎統計学時価総額NT$4.59b収益(TTM)NT$16.76m売上高(TTM)NT$1.75b273.5xPER(株価収益率2.6xP/Sレシオ8289 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8289 損益計算書(TTM)収益NT$1.75b売上原価NT$1.34b売上総利益NT$418.94mその他の費用NT$402.17m収益NT$16.76m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)0.25グロス・マージン23.88%純利益率0.96%有利子負債/自己資本比率27.5%8289 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0.2%現在の配当利回り61%配当性向8289 配当は確実ですか?8289 配当履歴とベンチマークを見る8289 、いつまでに購入すれば配当金を受け取れますか?Taitien Electronics 配当日配当落ち日Jun 16 2026配当支払日Jul 10 2026配当落ちまでの日数6 days配当支払日までの日数18 days8289 配当は確実ですか?8289 配当履歴とベンチマークを見る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2026/06/21 01:18終値2026/06/18 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Taitien Electronics 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Yong Hui YangCapital Securities Corporation
Upcoming Dividend • Jun 09Upcoming dividend of NT$0.15 per shareEligible shareholders must have bought the stock before 16 June 2026. Payment date: 10 July 2026. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 0.2%. Lower than top quartile of Taiwanese dividend payers (4.9%). Lower than average of industry peers (1.3%).
New Risk • May 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% 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 Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 39% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.
Reported Earnings • May 12First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: NT$444.5m (up 2.3% from 1Q 2025). Net income: NT$19.0m (up 280% from 1Q 2025). Profit margin: 4.3% (up from 1.1% in 1Q 2025).
Reported Earnings • Mar 24Full year 2025 earnings released: EPS: NT$0.04 (vs NT$0.40 in FY 2024)Full year 2025 results: EPS: NT$0.04 (down from NT$0.40 in FY 2024). Revenue: NT$1.74b (up 16% from FY 2024). Net income: NT$2.78m (down 90% from FY 2024). Profit margin: 0.2% (down from 1.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 11Taitien Electronics Co., Ltd., Annual General Meeting, May 29, 2026Taitien Electronics Co., Ltd., Annual General Meeting, May 29, 2026. Location: no,5, shu t`an st., shulin district, new taipei city Taiwan
New Risk • Feb 04New 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 7.0% 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 18% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (NT$1.86b market cap, or US$58.9m).
Upcoming Dividend • Jun 09Upcoming dividend of NT$0.15 per shareEligible shareholders must have bought the stock before 16 June 2026. Payment date: 10 July 2026. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 0.2%. Lower than top quartile of Taiwanese dividend payers (4.9%). Lower than average of industry peers (1.3%).
New Risk • May 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% 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 Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 39% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.
Reported Earnings • May 12First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: NT$444.5m (up 2.3% from 1Q 2025). Net income: NT$19.0m (up 280% from 1Q 2025). Profit margin: 4.3% (up from 1.1% in 1Q 2025).
Reported Earnings • Mar 24Full year 2025 earnings released: EPS: NT$0.04 (vs NT$0.40 in FY 2024)Full year 2025 results: EPS: NT$0.04 (down from NT$0.40 in FY 2024). Revenue: NT$1.74b (up 16% from FY 2024). Net income: NT$2.78m (down 90% from FY 2024). Profit margin: 0.2% (down from 1.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 11Taitien Electronics Co., Ltd., Annual General Meeting, May 29, 2026Taitien Electronics Co., Ltd., Annual General Meeting, May 29, 2026. Location: no,5, shu t`an st., shulin district, new taipei city Taiwan
New Risk • Feb 04New 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 7.0% 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 18% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (NT$1.86b market cap, or US$58.9m).
Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: NT$0.15 (vs NT$0.26 loss in 3Q 2024)Third quarter 2025 results: EPS: NT$0.15 (up from NT$0.26 loss in 3Q 2024). Revenue: NT$390.7m (up 11% from 3Q 2024). Net income: NT$10.2m (up NT$27.7m from 3Q 2024). Profit margin: 2.6% (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 94 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 15Second quarter 2025 earnings released: NT$0.46 loss per share (vs NT$0.19 profit in 2Q 2024)Second quarter 2025 results: NT$0.46 loss per share (down from NT$0.19 profit in 2Q 2024). Revenue: NT$482.1m (up 26% from 2Q 2024). Net loss: NT$31.3m (down 347% from profit in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
Declared Dividend • Aug 09Dividend reduced to NT$0.30Dividend of NT$0.30 is 70% lower than last year. Ex-date: 26th August 2025 Payment date: 24th September 2025 Dividend yield will be 1.5%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (194% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 116% to bring the payout ratio under control, which is more than the 5.6% EPS growth achieved over the last 5 years.
New Risk • May 14New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 27% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (27% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (NT$1.48b market cap, or US$48.7m).
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$18.40, the stock trades at a trailing P/E ratio of 45.9x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total loss to shareholders of 39% over the past three years.
Reported Earnings • Mar 28Full year 2024 earnings released: EPS: NT$0.40 (vs NT$1.29 in FY 2023)Full year 2024 results: EPS: NT$0.40 (down from NT$1.29 in FY 2023). Revenue: NT$1.50b (down 4.9% from FY 2023). Net income: NT$27.4m (down 69% from FY 2023). Profit margin: 1.8% (down from 5.6% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 14Taitien Electronics Co., Ltd., Annual General Meeting, Jun 10, 2025Taitien Electronics Co., Ltd., Annual General Meeting, Jun 10, 2025. Location: no,5, shu t`an st., shulin district, new taipei city Taiwan
Reported Earnings • Nov 18Third quarter 2024 earnings released: NT$0.26 loss per share (vs NT$0.40 profit in 3Q 2023)Third quarter 2024 results: NT$0.26 loss per share (down from NT$0.40 profit in 3Q 2023). Revenue: NT$350.8m (up 6.6% from 3Q 2023). Net loss: NT$17.5m (down 164% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
New Risk • Nov 18New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% 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: Minor Risks Dividend is not well covered by earnings (dividend per share is over 45x earnings per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin). Market cap is less than US$100m (NT$1.63b market cap, or US$50.2m).
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.19 (vs NT$0.27 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.19 (down from NT$0.27 in 2Q 2023). Revenue: NT$384.1m (down 4.2% from 2Q 2023). Net income: NT$12.7m (down 31% from 2Q 2023). Profit margin: 3.3% (down from 4.6% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Declared Dividend • Aug 10Dividend reduced to NT$1.00Dividend of NT$1.00 is 71% lower than last year. Ex-date: 27th August 2024 Payment date: 25th September 2024 Dividend yield will be 3.8%, which is about the same as the industry average. Sustainability & Growth Dividend is not covered by earnings (132% earnings payout ratio). However, it is well covered by cash flows (34% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 47% to bring the payout ratio under control. However, EPS has declined by 19% over the last 5 years so the company would need to reverse this trend.
お知らせ • Aug 10Taitien Electronics Co., Ltd. Announces Cash Dividend, Payable on September 25, 2024Taitien Electronics Co., Ltd. announced cash dividends to shareholders were TWD 58,083,700, with a distribution of TWD 0.85 per share. Cash distributed from capital of TWD 10,250,065, with a distribution of TWD 0.15 per share. Ex-rights (ex-dividend) trading date: August 27, 2024. Ex-rights (ex-dividend) record date: September 2, 2024. The common stock cash dividend distribution payment date is September 25, 2024.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$24.30, the stock trades at a trailing P/E ratio of 32.1x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 6.6% over the past three years.
お知らせ • Aug 02Taitien Electronics Co., Ltd. to Report Q2, 2024 Results on Aug 08, 2024Taitien Electronics Co., Ltd. announced that they will report Q2, 2024 results on Aug 08, 2024
Reported Earnings • May 12First quarter 2024 earnings released: EPS: NT$0.32 (vs NT$0.85 in 1Q 2023)First quarter 2024 results: EPS: NT$0.32 (down from NT$0.85 in 1Q 2023). Revenue: NT$392.5m (down 24% from 1Q 2023). Net income: NT$21.8m (down 63% from 1Q 2023). Profit margin: 5.6% (down from 11% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 28Taitien Electronics Co., Ltd. to Report Q1, 2024 Results on May 03, 2024Taitien Electronics Co., Ltd. announced that they will report Q1, 2024 results on May 03, 2024
Reported Earnings • Mar 28Full year 2023 earnings released: EPS: NT$1.29 (vs NT$5.25 in FY 2022)Full year 2023 results: EPS: NT$1.29 (down from NT$5.25 in FY 2022). Revenue: NT$1.58b (down 33% from FY 2022). Net income: NT$88.2m (down 75% from FY 2022). Profit margin: 5.6% (down from 15% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$36.90, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 254% over the past three years.
New Risk • Nov 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.9% Last year net profit margin: 16% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (171% payout ratio). Profit margins are more than 30% lower than last year (7.9% net profit margin). Market cap is less than US$100m (NT$2.33b market cap, or US$73.7m).
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$34.70, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total returns to shareholders of 257% over the past three years.
New Risk • Nov 20New 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 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (104% payout ratio). Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (NT$2.28b market cap, or US$72.1m).
Buying Opportunity • Aug 25Now 29% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be NT$46.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable.
Upcoming Dividend • Aug 18Upcoming dividend of NT$3.50 per share at 9.7% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 22 September 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 9.7%. Within top quartile of Taiwanese dividend payers (5.6%). Higher than average of industry peers (4.2%).
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: NT$0.27 (vs NT$1.73 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.27 (down from NT$1.73 in 2Q 2022). Revenue: NT$401.1m (down 37% from 2Q 2022). Net income: NT$18.3m (down 85% from 2Q 2022). Profit margin: 4.6% (down from 19% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Aug 09Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.4%. The fair value is estimated to be NT$46.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Mar 31Full year 2022 earnings released: EPS: NT$5.25 (vs NT$3.12 in FY 2021)Full year 2022 results: EPS: NT$5.25 (up from NT$3.12 in FY 2021). Revenue: NT$2.37b (up 4.4% from FY 2021). Net income: NT$358.9m (up 68% from FY 2021). Profit margin: 15% (up from 9.4% in FY 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 69% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$51.00, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 444% over the past three years.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$48.05, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 346% over the past three years.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$1.72 (vs NT$1.07 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.72 (up from NT$1.07 in 3Q 2021). Revenue: NT$616.5m (down 2.9% from 3Q 2021). Net income: NT$117.4m (up 61% from 3Q 2021). Profit margin: 19% (up from 12% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$1.72 (vs NT$1.07 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.72 (up from NT$1.07 in 3Q 2021). Revenue: NT$616.5m (down 2.9% from 3Q 2021). Net income: NT$117.4m (up 61% from 3Q 2021). Profit margin: 19% (up from 12% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$28.50, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 137% over the past three years.
Upcoming Dividend • Aug 19Upcoming dividend of NT$2.10 per shareEligible shareholders must have bought the stock before 26 August 2022. Payment date: 23 September 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 5.1%. Lower than top quartile of Taiwanese dividend payers (6.5%). Higher than average of industry peers (4.4%).
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$1.73 (vs NT$0.71 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.73 (up from NT$0.71 in 2Q 2021). Revenue: NT$634.7m (up 16% from 2Q 2021). Net income: NT$118.5m (up 143% from 2Q 2021). Profit margin: 19% (up from 8.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$40.60, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 241% over the past three years.
Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$1.27 (vs NT$0.30 in 1Q 2021)First quarter 2022 results: EPS: NT$1.27 (up from NT$0.30 in 1Q 2021). Revenue: NT$595.0m (up 36% from 1Q 2021). Net income: NT$86.8m (up 323% from 1Q 2021). Profit margin: 15% (up from 4.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 28Full year 2021 earnings released: EPS: NT$3.12 (vs NT$0.065 in FY 2020)Full year 2021 results: EPS: NT$3.12 (up from NT$0.065 in FY 2020). Revenue: NT$2.27b (up 43% from FY 2020). Net income: NT$213.2m (up NT$208.8m from FY 2020). Profit margin: 9.4% (up from 0.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$38.65, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 222% over the past three years.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$1.07 (vs NT$0.13 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$634.6m (up 41% from 3Q 2020). Net income: NT$72.9m (up NT$81.5m from 3Q 2020). Profit margin: 12% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. 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 35% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$27.50, the stock trades at a trailing P/E ratio of 25.8x. Average trailing P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 145% over the past three years.
Upcoming Dividend • Sep 07Upcoming dividend of NT$0.12 per shareEligible shareholders must have bought the stock before 14 September 2021. Payment date: 14 October 2021. Trailing yield: 0.4%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (3.2%).
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$31.00, the stock trades at a trailing P/E ratio of 29.1x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 135% over the past three years.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS NT$0.71 (vs NT$0.11 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$546.1m (up 31% from 2Q 2020). Net income: NT$48.7m (up NT$41.3m from 2Q 2020). Profit margin: 8.9% (up from 1.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$27.45, the stock trades at a trailing P/E ratio of 59.7x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 146% over the past three years.
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$24.20, the stock trades at a trailing P/E ratio of 52.7x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 122% over the past three years.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 26% share price gain to NT$17.90, the stock trades at a trailing P/E ratio of 38.5x. Average trailing P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 76% over the past three years.
Reported Earnings • May 16First quarter 2021 earnings released: EPS NT$0.30 (vs NT$0.095 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$437.1m (up 39% from 1Q 2020). Net income: NT$20.5m (up NT$27.0m from 1Q 2020). Profit margin: 4.7% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
分析記事 • Apr 05Some Investors May Be Worried About Taitien Electronics' (GTSM:8289) Returns On CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Reported Earnings • Mar 30Full year 2020 earnings released: EPS NT$0.06 (vs NT$0.28 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$1.58b (up 3.4% from FY 2019). Net income: NT$4.41m (up NT$24.9m from FY 2019). Profit margin: 0.3% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Mar 13New 90-day high: NT$12.70The company is up 9.0% from its price of NT$11.70 on 11 December 2020. The Taiwanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 17% over the same period.
分析記事 • Feb 11Health Check: How Prudently Does Taitien Electronics (GTSM:8289) Use Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Is New 90 Day High Low • Dec 30New 90-day high: NT$12.20The company is up 5.0% from its price of NT$11.65 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 Electronic industry, which is up 16% over the same period.
Is New 90 Day High Low • Nov 24New 90-day low: NT$11.35The company is down 4.0% from its price of NT$11.85 on 26 August 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 4.0% over the same period.
Reported Earnings • Nov 15Third quarter 2020 earnings released: NT$0.12 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: NT$449.5m (down 3.2% from 3Q 2019). Net loss: NT$8.63m (down 141% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Oct 29New 90-day low: NT$11.50The company is down 8.0% from its price of NT$12.55 on 31 July 2020. The Taiwanese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 2.0% over the same period.