ASUSTeK Computer Inc.

TWSE:2357 株式レポート

時価総額:NT$586.0b

ASUSTeK Computer 配当と自社株買い

配当金 基準チェック /46

ASUSTeK Computerは配当を支払う会社で、現在の利回りは5.32%ですが、利益によって十分にカバーされています。次の支払い日は 22nd July, 2026で、権利落ち日は1st July, 2026 。

主要情報

5.3%

配当利回り

n/a

バイバック利回り

総株主利回りn/a
将来の配当利回り5.9%
配当成長8.2%
次回配当支払日22 Jul 26
配当落ち日01 Jul 26
一株当たり配当金n/a
配当性向75%

最近の配当と自社株買いの更新

Recent updates

ナラティブの更新 Jun 16

2357: AI Creator And Infrastructure Expansion Will Support Balanced Hardware Margin Resilience

Analysts now cite updated assumptions for ASUSTeK Computer on growth, profitability and discount rate in revising their fair value estimate from NT$684.27 to NT$785.70. What's in the News ASUS ProArt GoPro Edition PX13 and related creator laptops are highlighted for AI accelerated content workflows, rugged convertible designs, and tight integration with GoPro Cloud and StoryCube, positioning ASUSTeK Computer in high end creator hardware and software ecosystems.
ナラティブの更新 Jun 02

2357: AI PC And Dual Screen Push Will Face Further P/E Compression Risk

Analysts have kept their NT$525.0 price target for ASUSTeK Computer unchanged, citing only minor adjustments to assumptions such as discount rate, revenue growth, profit margin, and future P/E that, in their view, do not materially shift the stock’s valuation outlook. What's in the News ASUS expanded its Chromebook lineup at Walmart with updated Chromebook CX15 and Chromebook Plus CX34 models, featuring new Intel processors, military grade durability and starting prices of US$199 and US$449 respectively.
ナラティブの更新 May 15

2357: AI Hardware Push Will Face Ongoing P/E Compression Risk

Analysts have increased their fair value estimate for ASUSTeK Computer from NT$450.00 to NT$525.00, reflecting updated assumptions about revenue growth, profit margins and a higher future P/E multiple. What's in the News ASUS and Republic of Gamers plan extensive AI focused enterprise, consumer, and gaming hardware showcases at Computex 2026, including an ROG 20th anniversary exhibit and special edition flagship products.
ナラティブの更新 Apr 22

2357: Edge AI And Copilot Plus PCs Will Drive Future Earnings Power

Analysts have maintained their price target for ASUSTeK Computer at NT$710, citing minor adjustments to discount rate, revenue growth, and profit margin assumptions, along with a slightly higher future P/E estimate that together support keeping their current valuation view. What's in the News ASUS expanded its Zenbook A16 presence with a new 2026 Snapdragon X2 Elite Extreme powered model now available in Canada at an MSRP of C$2,799.
ナラティブの更新 Apr 08

2357: AI PC Rollout Will Face Ongoing P/E Compression Risk

Analysts have trimmed their price target on ASUSTeK Computer to NT$450.00. This reflects updated expectations for more moderate revenue growth, slightly stronger profit margins and a lower assumed future P/E multiple.
ナラティブの更新 Mar 25

2357: Edge AI And Data Center Expansion Will Underpin Future Earnings Power

Analysts have revised their price target for ASUSTeK Computer to NT$710 from NT$856, reflecting updated assumptions for revenue growth, profit margin and future P/E that collectively suggest a more cautious outlook on the company’s earnings power. What's in the News ASUS is rolling out full compatibility between its industrial motherboards, embedded systems, and rugged edge AI computers and the new Intel Core 200S Series processors, targeting industrial and edge AI use cases with a product roadmap that extends availability to 2035 (Product related announcement).
ナラティブの更新 Mar 10

2357: AI PC Expansion Will Face Ongoing Margin And P/E Compression Risks

Analysts have kept their NT$451.77 price target for ASUSTeK Computer broadly unchanged. This reflects only slight tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E that do not materially shift their overall view.
ナラティブの更新 Feb 24

2357: AI Hardware Expansion Will Face Ongoing Margin And P/E Compression Risks

Analysts have nudged their price target on ASUSTeK Computer slightly higher to NT$451.77 from NT$451.16, reflecting updated views on revenue growth, profit margin assumptions and future P/E expectations. What's in the News ASUS Zenbook S16 and Zenbook 14, both described as AI powered Copilot+ laptops with AMD Ryzen AI 400 Series processors and up to 50 NPU TOPS, are now open for pre orders in Canada with shipments planned from February 3, 2026, and starting prices of CAD 1,599 for Zenbook 14 and CAD 2,299 for Zenbook S16 (Key Developments).
ナラティブの更新 Feb 09

2357: Memory Supercycle Margin Pressure Will Restrain AI Hardware Upside

Narrative Update on ASUSTeK Computer The analyst price target for ASUSTeK Computer has been reduced from NT$625 to NT$500 as analysts factor in higher perceived margin pressure risks for hardware makers in a "tepid" demand backdrop tied to the intensifying "memory supercycle." Analyst Commentary Bearish analysts have taken a more cautious stance on ASUSTeK Computer, signaling that they see a tougher setup for hardware makers as the memory cycle intensifies while demand remains described as tepid. The recent shift in price target from NT$625 to NT$500 and the downgrade to an Underweight rating highlight a reassessment of risks that investors should be aware of.
ナラティブの更新 Jan 26

2357: Future Hardware Margin Resilience Will Drive Positive Momentum Through Memory Supercycle

Narrative Update Overview Analysts have reduced their price targets for ASUSTeK Computer, with one reference price moving from NT$625 to NT$500. They are factoring in potential margin pressure for hardware makers in what they describe as a tepid demand backdrop and an intensifying memory supercycle.
ナラティブの更新 Jan 12

2357: Memory Supercycle Margin Pressure Will Challenge AI Upside Yet Keep Shares Balanced

Analysts have reduced their price target for ASUSTeK Computer to NT$500 from NT$625, citing growing margin pressure risk for hardware companies as the memory supercycle coincides with what they describe as a tepid demand backdrop. Analyst Commentary Bearish analysts are signaling a more cautious stance on ASUSTeK Computer, pointing to what they see as rising risks that are not fully reflected in the current share price.
ナラティブの更新 Dec 27

2357: Memory Supercycle Will Pressure Margins Yet AI Product Push Will Offset Risks

Analysts have lowered their price target on ASUSTeK Computer to NT$500 from NT$625, reflecting rising concern over margin pressure amid an intensifying memory cycle and subdued hardware demand, even as modest improvements in profit margin assumptions support a slightly higher intrinsic value estimate. Analyst Commentary Bearish analysts are signaling a more cautious stance on ASUSTeK Computer, with the latest downgrade accompanied by a cut in the 12 month price target to NT$500 from NT$625.
ナラティブの更新 Dec 13

2357: Memory Supercycle And Tariff Risks Will Pressure Margins And Share Price

Analysts have trimmed their price target on ASUSTeK Computer to NT$500 from NT$625, reflecting expectations of heightened margin pressure in a tepid hardware demand environment, despite slightly lower discount rates and stronger projected revenue growth. Analyst Commentary Bearish analysts have underscored that the lower NT$500 price target better reflects rising execution risk in a challenging hardware cycle, with limited room for valuation multiple expansion given intensifying margin pressure.
ナラティブの更新 Nov 13

2357: Profit Margin Improvements Will Drive Positive Momentum Despite Tariff Uncertainty

Analyst Price Target Update for ASUSTeK Computer Analysts have raised their fair value estimate for ASUSTeK Computer from NT$717.91 to NT$730.36, citing moderately improved profit margin expectations despite a slightly softer revenue growth outlook. What's in the News The Trump administration is considering tariffs on foreign electronic devices, including those from ASUSTeK, based on the value of chip content in each product.
ナラティブの更新 Sep 05

Gaming And AI Trends Will Unlock Future Global Markets

With both the discount rate and future P/E showing only minor changes, ASUSTeK Computer’s consensus analyst price target remains essentially unchanged at NT$717.91. What's in the News ASUS Republic of Gamers (ROG) is leading Intel Gamer Days 2025 with widespread discounts on Intel-powered gaming devices, including those featuring the latest Intel Core Ultra 200 series, and offering a free Battlefield 6 game key with eligible purchases.

配当金の支払いについて

今日Jun 21 2026配当落ち日Jul 01 2026配当支払日Jul 22 202621 days 配当落ちから次の9 days 、次の配当を受け取るために購入する。

決済の安定と成長

配当データの取得

安定した配当: 2357の配当金支払いは、過去10年間 変動性 が高かった。

増加する配当: 2357の配当金は過去10年間にわたって増加しています。


配当利回り対市場

ASUSTeK Computer 配当利回り対市場
2357 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (2357)5.3%
市場下位25% (TW)1.4%
市場トップ25% (TW)4.9%
業界平均 (Tech)2.7%
アナリスト予想 (2357) (最長3年)5.9%

注目すべき配当: 2357の配当金 ( 5.32% ) はTW市場の配当金支払者の下位 25% ( 1.38% ) よりも高くなっています。

高配当: 2357の配当金 ( 5.32% ) はTW市場 ( 4.85% ) の配当支払者の中で上位 25% に入っています。


株主への利益配当

収益カバレッジ: 現在の配当性向( 75.1% )では、 2357の支払いは利益によってカバーされています。


株主配当金

キャッシュフローカバレッジ: 2357は配当金を支払っていますが、同社にはフリーキャッシュフローがありません。


高配当企業の発掘

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2026/06/20 18:36
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

ASUSTeK Computer Inc. 9 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。27

アナリスト機関
Yingchao YangBarclays
Alberto MoelBernstein
Robert ChengBofA Global Research