ASUSTeK Computer Inc.

TWSE:2357 株式レポート

時価総額:NT$467.2b

ASUSTeK Computer マネジメント

マネジメント 基準チェック /24

ASUSTeK Computerの CEO はSamson Huで、 Jan2019年に任命され、 の在任期間は 7.33年です。 は、会社の株式の0.014%を直接所有しており、その価値はNT$ 63.26M 。経営陣と取締役会の平均在任期間はそれぞれ8.7年と14.9年です。

主要情報

Samson Hu

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間7.3yrs
CEOの所有権0.01%
経営陣の平均在職期間8.7yrs
取締役会の平均在任期間14.9yrs

経営陣の近況

Recent updates

ナラティブ更新 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.
User avatar
新しいナラティブ Nov 11

ASUS Innovates In AI-Driven PCs And Gaming Amidst Market Volatility, Driving Growth Prospects

Strategic investments in AI and gaming segments aim to secure competitive advantages, enhance market share, and improve margins with premium pricing.

CEO

Samson Hu

7.3yrs
在職期間

Mr. Shubin Hu, also known as Samson, has been Co-Chief Executive Officer of ASUSTeK Computer Inc. since January 1, 2019 and also serves as its General Manager. He served as Corporate Vice President of ASUS...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Chongtang Shi
Chairman & Chief Branding Officer33.3yrsデータなし4.05%
NT$ 18.9b
Shubin Hu
Co-CEO, GM & Director7.3yrsデータなし0.014%
NT$ 63.3m
Xianyue Hsu
Co-CEO, GM & Director7.3yrsデータなし0.016%
NT$ 72.5m
Shi Chang Hsu
Vice Chairman & Chief Strategy Officer32.9yrsデータなし1.25%
NT$ 5.8b
Nick Wu
Chief Financial Officer10.8yrsデータなしデータなし
Min-Chieh Hsieh
COO & Director7.3yrsデータなし0.00078%
NT$ 3.6m
Chang-jung Wu
Accounting Supervisorno dataデータなしデータなし
Francy Jeng
Corporate Governance Officer5.5yrsデータなしデータなし
Yi-Chang Lee
Global Vice Presidentno dataデータなし0.00020%
NT$ 934.4k
Wenting Liu
Comptroller10.8yrsデータなしデータなし
8.7yrs
平均在職期間

経験豊富な経営陣: 2357の経営陣は経験豊富で経験豊富です(平均在職期間は8.7年)。


取締役

名称ポジション在職期間報酬所有権
Chongtang Shi
Chairman & Chief Branding Officer33.3yrsデータなし4.05%
NT$ 18.9b
Shubin Hu
Co-CEO, GM & Director13.9yrsデータなし0.014%
NT$ 63.3m
Xianyue Hsu
Co-CEO, GM & Director14.9yrsデータなし0.016%
NT$ 72.5m
Shi Chang Hsu
Vice Chairman & Chief Strategy Officer32.9yrsデータなし1.25%
NT$ 5.8b
Min-Chieh Hsieh
COO & Director14.9yrsデータなし0.00078%
NT$ 3.6m
Tze-Kaing Yang
Director9.8yrsデータなしデータなし
Chiang-Sheng Tsang
Directorno dataデータなし0.19%
NT$ 895.1m
Yen-Cheng Chen
Director17.9yrsデータなし0.023%
NT$ 106.8m
Ruey-Shan Guo
Independent Directorno dataデータなしデータなし
Yu-Chia Hsu
Director9.8yrsデータなし0.0028%
NT$ 13.2m
Hui-Chin Chou Tseng
Independent Directorno dataデータなしデータなし
Hsing-Chuan Wei
Directorno dataデータなし0.21%
NT$ 991.6m
14.9yrs
平均在職期間

経験豊富なボード: 2357の 取締役会 は経験豊富で 経験豊富 です ( 14.9年の平均在任期間)。


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2026/05/07 10:59
終値2026/05/07 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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

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Youtubeのチュートリアルも掲載しています。

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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. 10 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。28

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