View ValuationLien Chang Electronic Enterprise 将来の成長Future 基準チェック /06現在、 Lien Chang Electronic Enterpriseの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Electronic 収益成長33.3%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • Mar 11Full year 2025 earnings released: NT$2.10 loss per share (vs NT$0.63 loss in FY 2024)Full year 2025 results: NT$2.10 loss per share (further deteriorated from NT$0.63 loss in FY 2024). Revenue: NT$375.2m (down 7.0% from FY 2024). Net loss: NT$232.5m (loss widened 232% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.New Risk • Mar 04New 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 9.4% 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 (9.4% average weekly change). Earnings have declined by 60% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$1.50b market cap, or US$47.3m).お知らせ • Mar 03Lien Chang Electronic Enterprise Co., Ltd, Annual General Meeting, May 20, 2026Lien Chang Electronic Enterprise Co., Ltd, Annual General Meeting, May 20, 2026, at 09:00 Taipei Standard Time. Location: 3 floor no,397, hsing shan rd., neihu district, taipei city TaiwanNew Risk • Jan 29New 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 7.1% 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 60% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Market cap is less than US$100m (NT$1.70b market cap, or US$54.0m).お知らせ • Dec 20Lien Chang Electronic Enterprise Co., Ltd Appoints Douglas Sun as Chief Operating Officer, Effective December 19, 2025LIEN CHANG ELECTRONIC ENTERPRISE CO., LTD announced the appointment of Douglas Sun as Chief Operating Officer. Douglas Sun was previously the Financial Officer of TECOM CO., LTD. The type of the change is new replacement. The reason for the change is new replacement. The effective date is December 19, 2025.New Risk • Dec 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.5% 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 60% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (NT$1.27b market cap, or US$40.4m).Reported Earnings • Nov 17Third quarter 2025 earnings released: NT$0.20 loss per share (vs NT$0.15 loss in 3Q 2024)Third quarter 2025 results: NT$0.20 loss per share (further deteriorated from NT$0.15 loss in 3Q 2024). Revenue: NT$85.1m (down 24% from 3Q 2024). Net loss: NT$22.1m (loss widened 32% from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.New Risk • Sep 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 6.5% 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 60% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (NT$1.61b market cap, or US$53.1m).Reported Earnings • Aug 13Second quarter 2025 earnings released: NT$0.20 loss per share (vs NT$0.14 loss in 2Q 2024)Second quarter 2025 results: NT$0.20 loss per share (further deteriorated from NT$0.14 loss in 2Q 2024). Revenue: NT$105.8m (up 22% from 2Q 2024). Net loss: NT$22.0m (loss widened 40% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Jul 30Now 22% overvaluedOver the last 90 days, the stock has fallen 4.7% to NT$11.05. The fair value is estimated to be NT$9.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 43% over the last 3 years. Earnings per share has declined by 35%.Buy Or Sell Opportunity • Jun 24Now 20% overvaluedOver the last 90 days, the stock has fallen 31% to NT$11.20. The fair value is estimated to be NT$9.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 43% over the last 3 years. Earnings per share has declined by 35%.お知らせ • May 29Lien Chang Electronic Enterprise Co., Ltd. Elects Tsao, An-Pang and Huang, Tung-Jung as Independent DirectorsLien Chang Electronic Enterprise Co. Ltd. elected Mr. Tsao, An-Pang and Mr. Huang, Tung-Jung as Independent Directors, at its shareholders meeting held on May 28, 2025.Reported Earnings • May 15First quarter 2025 earnings released: NT$0.11 loss per share (vs NT$0.19 loss in 1Q 2024)First quarter 2025 results: NT$0.11 loss per share (improved from NT$0.19 loss in 1Q 2024). Revenue: NT$115.9m (up 15% from 1Q 2024). Net loss: NT$12.0m (loss narrowed 42% from 1Q 2024). 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 4% per year, which means it is well ahead of earnings.お知らせ • May 01Lien Chang Electronic Enterprise Co., Ltd to Report Q1, 2025 Results on May 09, 2025Lien Chang Electronic Enterprise Co., Ltd announced that they will report Q1, 2025 results on May 09, 2025Buy Or Sell Opportunity • Apr 23Now 21% overvaluedOver the last 90 days, the stock has fallen 24% to NT$10.80. The fair value is estimated to be NT$8.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 45% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Mar 19Full year 2024 earnings released: NT$0.63 loss per share (vs NT$0.85 loss in FY 2023)Full year 2024 results: NT$0.63 loss per share (improved from NT$0.85 loss in FY 2023). Revenue: NT$403.6m (down 32% from FY 2023). Net loss: NT$70.1m (loss narrowed 26% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.お知らせ • Mar 14Lien Chang Electronic Enterprise Co., Ltd Announces Changes to Its BoardLien Chang Electronic Enterprise Co. Ltd. announced Change in representative of juristic person director. Name of the previous position holder: Lin,Chiu Chen-BHsiao, Hai-Jhou. Resume of the previous position holder: Lin,Chiu-Chen/Director of Lien Chang Hsiao,Hai-Jhou/Director of Lien Chang. Name of the new position holder: Chen,Heng-Wei-B Lin,Chia-Sheng. Resume of the new position holder: Chen,Heng-Wei/Vice President of TECO Electric & Machinery Co. Ltd. Lin,Jia-Sheng/Director of Finance Department of TECO Electric & Machinery Co. Ltd. Effective date of the new appointment: March 13, 2025.お知らせ • Mar 13Lien Chang Electronic Enterprise Co., Ltd, Annual General Meeting, May 28, 2025Lien Chang Electronic Enterprise Co., Ltd, Annual General Meeting, May 28, 2025, at 09:00 Taipei Standard Time. Location: 3 floor no,397, hsing shan rd., neihu district, taipei city TaiwanReported Earnings • Nov 18Third quarter 2024 earnings released: NT$0.15 loss per share (vs NT$0.14 loss in 3Q 2023)Third quarter 2024 results: NT$0.15 loss per share (further deteriorated from NT$0.14 loss in 3Q 2023). Revenue: NT$112.2m (down 33% from 3Q 2023). Net loss: NT$16.8m (loss widened 4.5% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.お知らせ • Nov 14Lien Chang Electronic Enterprise Co., Ltd Appoints Huang, Ke-Lan to the Remuneration Committee, Effective November 13, 2024Lien Chang Electronic Enterprise Co. Ltd. appointed Huang, Ke-Lan to the Remuneration Committee, effective November 13, 2024. Resume of the new position holder: Remuneration committee member of Lien Chang. Reason for the change: Resignation of the former Compensation Committee member. Original term is from June 15, 2023 to June 13, 2026.お知らせ • Nov 01Lien Chang Electronic Enterprise Co., Ltd to Report Q3, 2024 Results on Nov 13, 2024Lien Chang Electronic Enterprise Co., Ltd announced that they will report Q3, 2024 results on Nov 13, 2024分析記事 • Oct 25There's Reason For Concern Over Lien Chang Electronic Enterprise Co., Ltd's (TWSE:2431) Massive 33% Price JumpLien Chang Electronic Enterprise Co., Ltd ( TWSE:2431 ) shareholders have had their patience rewarded with a 33% share...Reported Earnings • Aug 10Second quarter 2024 earnings released: NT$0.14 loss per share (vs NT$0.15 loss in 2Q 2023)Second quarter 2024 results: NT$0.14 loss per share (improved from NT$0.15 loss in 2Q 2023). Revenue: NT$86.6m (down 36% from 2Q 2023). Net loss: NT$15.7m (loss narrowed 4.6% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.分析記事 • Aug 08Here's Why We're Not Too Worried About Lien Chang Electronic Enterprise's (TWSE:2431) Cash Burn SituationEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...お知らせ • Aug 03Lien Chang Electronic Enterprise Co. Ltd. Appoints Huang Dong-Rong as Member of Remuneration CommitteeLien Chang Electronic Enterprise Co. Ltd. announced the appointment of Huang Dong-Rong as the member of Remuneration committee. Resume of the position holder: Huang Dong-Rong /Director, YHC & CO.,CPAs. Circumstances of change: new appointment. Reason for the change: Resignation of the former Compensation Committee member. Original term from June 15, 2023 to June 13, 2026. Effective date of the new member: August 2, 2024.お知らせ • Jul 26Lien Chang Electronic Enterprise Co., Ltd to Report Q2, 2024 Results on Jul 25, 2024Lien Chang Electronic Enterprise Co., Ltd announced that they will report Q2, 2024 results on Jul 25, 2024New Risk • May 09New major risk - Revenue and earnings growthEarnings have declined by 2.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.3% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$1.38b market cap, or US$42.6m).Reported Earnings • May 09First quarter 2024 earnings released: NT$0.19 loss per share (vs NT$0.17 loss in 1Q 2023)First quarter 2024 results: NT$0.19 loss per share (further deteriorated from NT$0.17 loss in 1Q 2023). Revenue: NT$100.6m (down 36% from 1Q 2023). Net loss: NT$20.8m (loss widened 9.0% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 113 percentage points per year, which is a significant difference in performance.お知らせ • Apr 28Lien Chang Electronic Enterprise Co., Ltd to Report Q1, 2024 Results on May 03, 2024Lien Chang Electronic Enterprise Co., Ltd announced that they will report Q1, 2024 results on May 03, 2024Reported Earnings • Mar 20Full year 2023 earnings released: NT$0.85 loss per share (vs NT$0.094 profit in FY 2022)Full year 2023 results: NT$0.85 loss per share (down from NT$0.094 profit in FY 2022). Revenue: NT$589.5m (down 41% from FY 2022). Net loss: NT$94.1m (down NT$104.5m from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.分析記事 • Mar 14Lien Chang Electronic Enterprise Co., Ltd's (TWSE:2431) Shareholders Might Be Looking For ExitWhen you see that almost half of the companies in the Electronic industry in Taiwan have price-to-sales ratios (or...お知らせ • Mar 12Lien Chang Electronic Enterprise Co., Ltd, Annual General Meeting, May 30, 2024Lien Chang Electronic Enterprise Co., Ltd, Annual General Meeting, May 30, 2024. Location: 3F, No. 397 Xingshan Road, Neihu District Taipei City Taiwan Agenda: To consider 2023 Business Report; to consider Audit Committee's review report of 2023; to consider 2023 Employee Remuneration and Director Remuneration Distribution Report; to consider 2023 business report and financial statements; to consider 2023 deficit compensation; and to consider Release of Competition Restriction on Directors.Reported Earnings • Aug 13Second quarter 2023 earnings released: NT$0.15 loss per share (vs NT$0.06 profit in 2Q 2022)Second quarter 2023 results: NT$0.15 loss per share (down from NT$0.06 profit in 2Q 2022). Revenue: NT$135.5m (down 50% from 2Q 2022). Net loss: NT$16.5m (down 347% from profit in 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Jul 24Upcoming dividend of NT$0.10 per share at 0.8% yieldEligible shareholders must have bought the stock before 31 July 2023. Payment date: 25 August 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 0.8%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.2%).Reported Earnings • Mar 28Full year 2022 earnings released: EPS: NT$0.09 (vs NT$1.03 in FY 2021)Full year 2022 results: EPS: NT$0.09 (down from NT$1.03 in FY 2021). Revenue: NT$1.00b (down 36% from FY 2021). Net income: NT$10.4m (down 91% from FY 2021). Profit margin: 1.0% (down from 7.3% in FY 2021). 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 17% per year, which means it is well ahead of earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Chairman Jau-Tsu Lien was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: NT$0.06 (vs NT$0.23 loss in 2Q 2021)Second quarter 2022 results: EPS: NT$0.06 (up from NT$0.23 loss in 2Q 2021). Revenue: NT$271.3m (down 30% from 2Q 2021). Net income: NT$6.67m (up NT$31.7m from 2Q 2021). Profit margin: 2.5% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 21Upcoming dividend of NT$0.45 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 26 August 2022. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 4.3%. Lower than top quartile of Taiwanese dividend payers (6.7%). In line with average of industry peers (4.7%).Reported Earnings • May 17First quarter 2022 earnings released: NT$0.11 loss per share (vs NT$1.62 profit in 1Q 2021)First quarter 2022 results: NT$0.11 loss per share (down from NT$1.62 profit in 1Q 2021). Revenue: NT$249.3m (down 48% from 1Q 2021). Net loss: NT$12.7m (down 107% from profit in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Chairman Jau-Tsu Lien was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 07Lien Chang Electronic Enterprise Co., Ltd, Annual General Meeting, Jun 24, 2022Lien Chang Electronic Enterprise Co., Ltd, Annual General Meeting, Jun 24, 2022.Reported Earnings • Mar 28Full year 2021 earnings released: EPS: NT$1.03 (vs NT$0.42 in FY 2020)Full year 2021 results: EPS: NT$1.03 (up from NT$0.42 in FY 2020). Revenue: NT$1.57b (down 32% from FY 2020). Net income: NT$114.7m (up 145% from FY 2020). Profit margin: 7.3% (up from 2.0% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 15Third quarter 2021 earnings released: NT$0.18 loss per share (vs NT$0.33 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: NT$321.9m (down 53% from 3Q 2020). Net loss: NT$20.5m (down 156% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 15Second quarter 2021 earnings released: NT$0.22 loss per share (vs NT$0.083 loss in 2Q 2020)The company reported a poor second quarter result with increased losses, weaker revenues and weaker control over costs. Second quarter 2021 results: Revenue: NT$385.3m (down 11% from 2Q 2020). Net loss: NT$25.0m (loss widened 173% from 2Q 2020). Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$13.50, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 15x in the Electronic industry in Taiwan. Total loss to shareholders of 5.9% over the past three years.Reported Earnings • May 16First quarter 2021 earnings released: EPS NT$1.62 (vs NT$0.15 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: NT$482.5m (down 22% from 1Q 2020). Net income: NT$179.9m (up NT$163.4m from 1Q 2020). Profit margin: 37% (up from 2.7% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$13.20, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Negligible returns to shareholders over past three years.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$16.10, the stock trades at a trailing P/E ratio of 38.2x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total returns to shareholders of 27% over the past three years.分析記事 • Apr 12There's Reason For Concern Over Lien Chang Electronic Enterprise Co., Ltd's (TPE:2431) Massive 26% Price JumpLien Chang Electronic Enterprise Co., Ltd ( TPE:2431 ) shares have had a really impressive month, gaining 26% after a...Reported Earnings • Mar 31Full year 2020 earnings released: EPS NT$0.42 (vs NT$0.08 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$2.30b (down 23% from FY 2019). Net income: NT$46.8m (up 427% from FY 2019). Profit margin: 2.0% (up from 0.3% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.分析記事 • Feb 17Will the Promising Trends At Lien Chang Electronic Enterprise (TPE:2431) Continue?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Is New 90 Day High Low • Jan 29New 90-day low: NT$10.40The company is down 1.0% from its price of NT$10.55 on 30 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 30% over the same period.分析記事 • Jan 04Here's Why Lien Chang Electronic Enterprise's (TPE:2431) Statutory Earnings Are Arguably Too ConservativeStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...分析記事 • Nov 30Lien Chang Electronic Enterprise Co., Ltd's (TPE:2431) Stock's Been Going Strong: Could Weak Financials Mean The Market Will Coorect Its Share Price?Lien Chang Electronic Enterprise's (TPE:2431) stock is up by a considerable 21% over the past three months. However...Is New 90 Day High Low • Nov 23New 90-day high: NT$11.65The company is up 21% from its price of NT$9.64 on 25 August 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 4.0% over the same period.Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.33The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2020 results: Revenue: NT$677.2m (down 20% from 3Q 2019). Net income: NT$36.8m (down 12% from 3Q 2019). Profit margin: 5.4% (up from 4.9% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Oct 19Market bids up stock over the past weekAfter last week's 15% share price gain to NT$11.40, the stock is trading at a trailing P/E ratio of 22.1x, up from the previous P/E ratio of 19.2x. This compares to an average P/E of 17x in the Electronic industry in Taiwan. Total return to shareholders over the past three years is a loss of 33%. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Lien Chang Electronic Enterprise は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TWSE:2431 - アナリストの将来予測と過去の財務データ ( )TWD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2026322-243-64-62N/A12/31/2025375-233-32-30N/A9/30/2025411-73-20-12N/A6/30/2025438-68-1410N/A3/31/2025419-61124N/A12/31/2024404-701438N/A9/30/2024428-963958N/A6/30/2024484-95-8-5N/A3/31/2024533-96-15-10N/A12/31/2023590-94-70-61N/A9/30/2023642-37-120-108N/A6/30/2023773-19-243N/A3/31/20239094-54-20N/A12/31/20221,00110-427N/A9/30/20221,197-246997N/A6/30/20221,220-46-317N/A3/31/20221,334-78418N/A12/31/20211,567115-98-85N/A9/30/20211,760137-43-30N/A6/30/20212,1151944046N/A3/31/20212,1622106170N/A12/31/20202,29847244251N/A9/30/20202,43552315326N/A6/30/20202,60657280292N/A3/31/20202,8755999111N/A12/31/20192,9679N/A-50N/A9/30/20192,878-98N/A-200N/A6/30/20192,696-140N/A-272N/A3/31/20192,616-170N/A-197N/A12/31/20182,428-190N/A-252N/A9/30/20182,215-144N/A-265N/A6/30/20182,101-141N/A-51N/A3/31/20182,115-97N/A-144N/A12/31/20172,303-38N/A-74N/A9/30/20172,64055N/A150N/A6/30/20172,88876N/A-17N/A3/31/20172,92492N/A170N/A12/31/20163,03697N/A243N/A9/30/20163,07138N/A344N/A6/30/20163,07732N/A568N/A3/31/20163,24912N/A516N/A12/31/20153,63635N/A618N/A9/30/20154,05662N/A526N/A6/30/20154,514127N/A106N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 2431の予測収益成長が 貯蓄率 ( 1.3% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 2431の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 2431の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 2431の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 2431の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 2431の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance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 03:05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Lien Chang Electronic Enterprise 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
Reported Earnings • Mar 11Full year 2025 earnings released: NT$2.10 loss per share (vs NT$0.63 loss in FY 2024)Full year 2025 results: NT$2.10 loss per share (further deteriorated from NT$0.63 loss in FY 2024). Revenue: NT$375.2m (down 7.0% from FY 2024). Net loss: NT$232.5m (loss widened 232% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
New Risk • Mar 04New 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 9.4% 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 (9.4% average weekly change). Earnings have declined by 60% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$1.50b market cap, or US$47.3m).
お知らせ • Mar 03Lien Chang Electronic Enterprise Co., Ltd, Annual General Meeting, May 20, 2026Lien Chang Electronic Enterprise Co., Ltd, Annual General Meeting, May 20, 2026, at 09:00 Taipei Standard Time. Location: 3 floor no,397, hsing shan rd., neihu district, taipei city Taiwan
New Risk • Jan 29New 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 7.1% 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 60% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Market cap is less than US$100m (NT$1.70b market cap, or US$54.0m).
お知らせ • Dec 20Lien Chang Electronic Enterprise Co., Ltd Appoints Douglas Sun as Chief Operating Officer, Effective December 19, 2025LIEN CHANG ELECTRONIC ENTERPRISE CO., LTD announced the appointment of Douglas Sun as Chief Operating Officer. Douglas Sun was previously the Financial Officer of TECOM CO., LTD. The type of the change is new replacement. The reason for the change is new replacement. The effective date is December 19, 2025.
New Risk • Dec 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.5% 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 60% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (NT$1.27b market cap, or US$40.4m).
Reported Earnings • Nov 17Third quarter 2025 earnings released: NT$0.20 loss per share (vs NT$0.15 loss in 3Q 2024)Third quarter 2025 results: NT$0.20 loss per share (further deteriorated from NT$0.15 loss in 3Q 2024). Revenue: NT$85.1m (down 24% from 3Q 2024). Net loss: NT$22.1m (loss widened 32% from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
New Risk • Sep 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 6.5% 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 60% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (NT$1.61b market cap, or US$53.1m).
Reported Earnings • Aug 13Second quarter 2025 earnings released: NT$0.20 loss per share (vs NT$0.14 loss in 2Q 2024)Second quarter 2025 results: NT$0.20 loss per share (further deteriorated from NT$0.14 loss in 2Q 2024). Revenue: NT$105.8m (up 22% from 2Q 2024). Net loss: NT$22.0m (loss widened 40% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Jul 30Now 22% overvaluedOver the last 90 days, the stock has fallen 4.7% to NT$11.05. The fair value is estimated to be NT$9.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 43% over the last 3 years. Earnings per share has declined by 35%.
Buy Or Sell Opportunity • Jun 24Now 20% overvaluedOver the last 90 days, the stock has fallen 31% to NT$11.20. The fair value is estimated to be NT$9.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 43% over the last 3 years. Earnings per share has declined by 35%.
お知らせ • May 29Lien Chang Electronic Enterprise Co., Ltd. Elects Tsao, An-Pang and Huang, Tung-Jung as Independent DirectorsLien Chang Electronic Enterprise Co. Ltd. elected Mr. Tsao, An-Pang and Mr. Huang, Tung-Jung as Independent Directors, at its shareholders meeting held on May 28, 2025.
Reported Earnings • May 15First quarter 2025 earnings released: NT$0.11 loss per share (vs NT$0.19 loss in 1Q 2024)First quarter 2025 results: NT$0.11 loss per share (improved from NT$0.19 loss in 1Q 2024). Revenue: NT$115.9m (up 15% from 1Q 2024). Net loss: NT$12.0m (loss narrowed 42% from 1Q 2024). 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 4% per year, which means it is well ahead of earnings.
お知らせ • May 01Lien Chang Electronic Enterprise Co., Ltd to Report Q1, 2025 Results on May 09, 2025Lien Chang Electronic Enterprise Co., Ltd announced that they will report Q1, 2025 results on May 09, 2025
Buy Or Sell Opportunity • Apr 23Now 21% overvaluedOver the last 90 days, the stock has fallen 24% to NT$10.80. The fair value is estimated to be NT$8.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 45% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Mar 19Full year 2024 earnings released: NT$0.63 loss per share (vs NT$0.85 loss in FY 2023)Full year 2024 results: NT$0.63 loss per share (improved from NT$0.85 loss in FY 2023). Revenue: NT$403.6m (down 32% from FY 2023). Net loss: NT$70.1m (loss narrowed 26% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 14Lien Chang Electronic Enterprise Co., Ltd Announces Changes to Its BoardLien Chang Electronic Enterprise Co. Ltd. announced Change in representative of juristic person director. Name of the previous position holder: Lin,Chiu Chen-BHsiao, Hai-Jhou. Resume of the previous position holder: Lin,Chiu-Chen/Director of Lien Chang Hsiao,Hai-Jhou/Director of Lien Chang. Name of the new position holder: Chen,Heng-Wei-B Lin,Chia-Sheng. Resume of the new position holder: Chen,Heng-Wei/Vice President of TECO Electric & Machinery Co. Ltd. Lin,Jia-Sheng/Director of Finance Department of TECO Electric & Machinery Co. Ltd. Effective date of the new appointment: March 13, 2025.
お知らせ • Mar 13Lien Chang Electronic Enterprise Co., Ltd, Annual General Meeting, May 28, 2025Lien Chang Electronic Enterprise Co., Ltd, Annual General Meeting, May 28, 2025, at 09:00 Taipei Standard Time. Location: 3 floor no,397, hsing shan rd., neihu district, taipei city Taiwan
Reported Earnings • Nov 18Third quarter 2024 earnings released: NT$0.15 loss per share (vs NT$0.14 loss in 3Q 2023)Third quarter 2024 results: NT$0.15 loss per share (further deteriorated from NT$0.14 loss in 3Q 2023). Revenue: NT$112.2m (down 33% from 3Q 2023). Net loss: NT$16.8m (loss widened 4.5% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 14Lien Chang Electronic Enterprise Co., Ltd Appoints Huang, Ke-Lan to the Remuneration Committee, Effective November 13, 2024Lien Chang Electronic Enterprise Co. Ltd. appointed Huang, Ke-Lan to the Remuneration Committee, effective November 13, 2024. Resume of the new position holder: Remuneration committee member of Lien Chang. Reason for the change: Resignation of the former Compensation Committee member. Original term is from June 15, 2023 to June 13, 2026.
お知らせ • Nov 01Lien Chang Electronic Enterprise Co., Ltd to Report Q3, 2024 Results on Nov 13, 2024Lien Chang Electronic Enterprise Co., Ltd announced that they will report Q3, 2024 results on Nov 13, 2024
分析記事 • Oct 25There's Reason For Concern Over Lien Chang Electronic Enterprise Co., Ltd's (TWSE:2431) Massive 33% Price JumpLien Chang Electronic Enterprise Co., Ltd ( TWSE:2431 ) shareholders have had their patience rewarded with a 33% share...
Reported Earnings • Aug 10Second quarter 2024 earnings released: NT$0.14 loss per share (vs NT$0.15 loss in 2Q 2023)Second quarter 2024 results: NT$0.14 loss per share (improved from NT$0.15 loss in 2Q 2023). Revenue: NT$86.6m (down 36% from 2Q 2023). Net loss: NT$15.7m (loss narrowed 4.6% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
分析記事 • Aug 08Here's Why We're Not Too Worried About Lien Chang Electronic Enterprise's (TWSE:2431) Cash Burn SituationEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
お知らせ • Aug 03Lien Chang Electronic Enterprise Co. Ltd. Appoints Huang Dong-Rong as Member of Remuneration CommitteeLien Chang Electronic Enterprise Co. Ltd. announced the appointment of Huang Dong-Rong as the member of Remuneration committee. Resume of the position holder: Huang Dong-Rong /Director, YHC & CO.,CPAs. Circumstances of change: new appointment. Reason for the change: Resignation of the former Compensation Committee member. Original term from June 15, 2023 to June 13, 2026. Effective date of the new member: August 2, 2024.
お知らせ • Jul 26Lien Chang Electronic Enterprise Co., Ltd to Report Q2, 2024 Results on Jul 25, 2024Lien Chang Electronic Enterprise Co., Ltd announced that they will report Q2, 2024 results on Jul 25, 2024
New Risk • May 09New major risk - Revenue and earnings growthEarnings have declined by 2.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.3% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$1.38b market cap, or US$42.6m).
Reported Earnings • May 09First quarter 2024 earnings released: NT$0.19 loss per share (vs NT$0.17 loss in 1Q 2023)First quarter 2024 results: NT$0.19 loss per share (further deteriorated from NT$0.17 loss in 1Q 2023). Revenue: NT$100.6m (down 36% from 1Q 2023). Net loss: NT$20.8m (loss widened 9.0% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 113 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 28Lien Chang Electronic Enterprise Co., Ltd to Report Q1, 2024 Results on May 03, 2024Lien Chang Electronic Enterprise Co., Ltd announced that they will report Q1, 2024 results on May 03, 2024
Reported Earnings • Mar 20Full year 2023 earnings released: NT$0.85 loss per share (vs NT$0.094 profit in FY 2022)Full year 2023 results: NT$0.85 loss per share (down from NT$0.094 profit in FY 2022). Revenue: NT$589.5m (down 41% from FY 2022). Net loss: NT$94.1m (down NT$104.5m from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 14Lien Chang Electronic Enterprise Co., Ltd's (TWSE:2431) Shareholders Might Be Looking For ExitWhen you see that almost half of the companies in the Electronic industry in Taiwan have price-to-sales ratios (or...
お知らせ • Mar 12Lien Chang Electronic Enterprise Co., Ltd, Annual General Meeting, May 30, 2024Lien Chang Electronic Enterprise Co., Ltd, Annual General Meeting, May 30, 2024. Location: 3F, No. 397 Xingshan Road, Neihu District Taipei City Taiwan Agenda: To consider 2023 Business Report; to consider Audit Committee's review report of 2023; to consider 2023 Employee Remuneration and Director Remuneration Distribution Report; to consider 2023 business report and financial statements; to consider 2023 deficit compensation; and to consider Release of Competition Restriction on Directors.
Reported Earnings • Aug 13Second quarter 2023 earnings released: NT$0.15 loss per share (vs NT$0.06 profit in 2Q 2022)Second quarter 2023 results: NT$0.15 loss per share (down from NT$0.06 profit in 2Q 2022). Revenue: NT$135.5m (down 50% from 2Q 2022). Net loss: NT$16.5m (down 347% from profit in 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Jul 24Upcoming dividend of NT$0.10 per share at 0.8% yieldEligible shareholders must have bought the stock before 31 July 2023. Payment date: 25 August 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 0.8%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.2%).
Reported Earnings • Mar 28Full year 2022 earnings released: EPS: NT$0.09 (vs NT$1.03 in FY 2021)Full year 2022 results: EPS: NT$0.09 (down from NT$1.03 in FY 2021). Revenue: NT$1.00b (down 36% from FY 2021). Net income: NT$10.4m (down 91% from FY 2021). Profit margin: 1.0% (down from 7.3% in FY 2021). 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 17% per year, which means it is well ahead of earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Chairman Jau-Tsu Lien was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: NT$0.06 (vs NT$0.23 loss in 2Q 2021)Second quarter 2022 results: EPS: NT$0.06 (up from NT$0.23 loss in 2Q 2021). Revenue: NT$271.3m (down 30% from 2Q 2021). Net income: NT$6.67m (up NT$31.7m from 2Q 2021). Profit margin: 2.5% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 21Upcoming dividend of NT$0.45 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 26 August 2022. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 4.3%. Lower than top quartile of Taiwanese dividend payers (6.7%). In line with average of industry peers (4.7%).
Reported Earnings • May 17First quarter 2022 earnings released: NT$0.11 loss per share (vs NT$1.62 profit in 1Q 2021)First quarter 2022 results: NT$0.11 loss per share (down from NT$1.62 profit in 1Q 2021). Revenue: NT$249.3m (down 48% from 1Q 2021). Net loss: NT$12.7m (down 107% from profit in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Chairman Jau-Tsu Lien was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 07Lien Chang Electronic Enterprise Co., Ltd, Annual General Meeting, Jun 24, 2022Lien Chang Electronic Enterprise Co., Ltd, Annual General Meeting, Jun 24, 2022.
Reported Earnings • Mar 28Full year 2021 earnings released: EPS: NT$1.03 (vs NT$0.42 in FY 2020)Full year 2021 results: EPS: NT$1.03 (up from NT$0.42 in FY 2020). Revenue: NT$1.57b (down 32% from FY 2020). Net income: NT$114.7m (up 145% from FY 2020). Profit margin: 7.3% (up from 2.0% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 15Third quarter 2021 earnings released: NT$0.18 loss per share (vs NT$0.33 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: NT$321.9m (down 53% from 3Q 2020). Net loss: NT$20.5m (down 156% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 15Second quarter 2021 earnings released: NT$0.22 loss per share (vs NT$0.083 loss in 2Q 2020)The company reported a poor second quarter result with increased losses, weaker revenues and weaker control over costs. Second quarter 2021 results: Revenue: NT$385.3m (down 11% from 2Q 2020). Net loss: NT$25.0m (loss widened 173% from 2Q 2020). Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$13.50, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 15x in the Electronic industry in Taiwan. Total loss to shareholders of 5.9% over the past three years.
Reported Earnings • May 16First quarter 2021 earnings released: EPS NT$1.62 (vs NT$0.15 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: NT$482.5m (down 22% from 1Q 2020). Net income: NT$179.9m (up NT$163.4m from 1Q 2020). Profit margin: 37% (up from 2.7% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$13.20, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Negligible returns to shareholders over past three years.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$16.10, the stock trades at a trailing P/E ratio of 38.2x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total returns to shareholders of 27% over the past three years.
分析記事 • Apr 12There's Reason For Concern Over Lien Chang Electronic Enterprise Co., Ltd's (TPE:2431) Massive 26% Price JumpLien Chang Electronic Enterprise Co., Ltd ( TPE:2431 ) shares have had a really impressive month, gaining 26% after a...
Reported Earnings • Mar 31Full year 2020 earnings released: EPS NT$0.42 (vs NT$0.08 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$2.30b (down 23% from FY 2019). Net income: NT$46.8m (up 427% from FY 2019). Profit margin: 2.0% (up from 0.3% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
分析記事 • Feb 17Will the Promising Trends At Lien Chang Electronic Enterprise (TPE:2431) Continue?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Is New 90 Day High Low • Jan 29New 90-day low: NT$10.40The company is down 1.0% from its price of NT$10.55 on 30 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 30% over the same period.
分析記事 • Jan 04Here's Why Lien Chang Electronic Enterprise's (TPE:2431) Statutory Earnings Are Arguably Too ConservativeStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...
分析記事 • Nov 30Lien Chang Electronic Enterprise Co., Ltd's (TPE:2431) Stock's Been Going Strong: Could Weak Financials Mean The Market Will Coorect Its Share Price?Lien Chang Electronic Enterprise's (TPE:2431) stock is up by a considerable 21% over the past three months. However...
Is New 90 Day High Low • Nov 23New 90-day high: NT$11.65The company is up 21% from its price of NT$9.64 on 25 August 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 4.0% over the same period.
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.33The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2020 results: Revenue: NT$677.2m (down 20% from 3Q 2019). Net income: NT$36.8m (down 12% from 3Q 2019). Profit margin: 5.4% (up from 4.9% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Oct 19Market bids up stock over the past weekAfter last week's 15% share price gain to NT$11.40, the stock is trading at a trailing P/E ratio of 22.1x, up from the previous P/E ratio of 19.2x. This compares to an average P/E of 17x in the Electronic industry in Taiwan. Total return to shareholders over the past three years is a loss of 33%.