Lead Data（2443）株式概要リード・データ社は、光ディスクおよびマルチメディア製品を世界中で製造・販売している。 詳細2443 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績3/6財務の健全性6/6配当金0/6報酬株価収益率（ 3.1 x） TW市場（ 22.8 x）を下回っています。今年は黒字化を達成 リスク分析高いレベルの非現金収入 収益が 100 万ドル未満 ( NT$12M )株式の流動性は非常に低い 意味のある時価総額がありません ( NT$520M )+1 さらなるリスクすべてのリスクチェックを見る2443 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$3.576.8k% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b1b2016201920222025202620282031Revenue NT$242.8kEarnings NT$3.5mAdvancedSet Fair ValueView all narrativesLead Data Inc. 競合他社HTM International HoldingSymbol: TPEX:4924Market cap: NT$442.3mHigh-Tek Harness EnterpriseSymbol: TPEX:3202Market cap: NT$512.2mTSG DevelopmentSymbol: TPEX:3521Market cap: NT$1.8bAvisionSymbol: TWSE:2380Market cap: NT$1.2b価格と性能株価の高値、安値、推移の概要Lead Data過去の株価現在の株価NT$3.5752週高値NT$6.4852週安値NT$2.27ベータ0.291ヶ月の変化0%3ヶ月変化-18.86%1年変化2.29%3年間の変化19.80%5年間の変化12.26%IPOからの変化-86.00%最新ニュースお知らせ • Sep 14Lead Data Inc. Announces Election of Chen Qingfu as Chairman of Board of DirectorsLead Data Inc. announced of the election of chairman of the board of directors of the company. Name of the previous position holder: Chen Qingfu . Resume of the previous position holder: Chairman of Changhong International (Co. Ltd.) Name of the new position holder:Chen Qingfu .Resume of the new position holder: Chairman of Changhong International (Co. Ltd.) .Circumstances of change):new appointment .Reason for the change: new appointment. Effective date of the new appointment: new appointment.お知らせ • May 31+ 1 more updateLead Data Inc. announced that it expects to receive TWD 756 million in fundingLead Data Inc. announced a private placement to issue 200,000,000 common shares at an issue price of TWD 3.78 per share for the gross proceeds of TWD 756,000,000 on May 29, 2024. The transaction has been approved by shareholders of the company.お知らせ • May 30Lead Data Inc. Announces Changes in Corporate Director RepresentativeLead Data Inc. announced changes in corporate director representative. Name of the previous position holder: Cai Mengjie. Resume of the previous position holder: Chairman of Daan International Co. Ltd. Name of the new position holder: Chen Qingfu. Resume of the new position holder: Director of Changhong International Co. Ltd. Reason for the change: Dismissal. Effective date of the new appointment: May 29, 2024.お知らせ • Apr 11Lead Data Inc. Announces Director ChangesLead Data Inc. announced the resignation of Wu Lingyun as Director, effective April 10, 2024. Wu Lingyun is Director of Chunghong International Co. Ltd. The company announced the appointment of Chen Qingfu as Director, effective April 10, 2024. Chen Qingfu is Director of Wangjiang Construction Co. Ltd., Person in charge of Wanjiang International Co. Ltd. and General Manager of Hongji Development International Co. Ltd.お知らせ • Apr 05Lead Data Inc. Announces Resignation of Zhu Wuxian as DirectorLead Data Inc. announced that the resignation of the company's independent directors. Title and name of the previous position holder: Zhu Wuxian. Resume of the previous position holder: Minister of Quanxu Department.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$3.57, the stock trades at a trailing P/E ratio of 3.1x. Average trailing P/E is 25x in the Tech industry in Taiwan. Total returns to shareholders of 81% over the past three years.最新情報をもっと見るRecent updatesお知らせ • Sep 14Lead Data Inc. Announces Election of Chen Qingfu as Chairman of Board of DirectorsLead Data Inc. announced of the election of chairman of the board of directors of the company. Name of the previous position holder: Chen Qingfu . Resume of the previous position holder: Chairman of Changhong International (Co. Ltd.) Name of the new position holder:Chen Qingfu .Resume of the new position holder: Chairman of Changhong International (Co. Ltd.) .Circumstances of change):new appointment .Reason for the change: new appointment. Effective date of the new appointment: new appointment.お知らせ • May 31+ 1 more updateLead Data Inc. announced that it expects to receive TWD 756 million in fundingLead Data Inc. announced a private placement to issue 200,000,000 common shares at an issue price of TWD 3.78 per share for the gross proceeds of TWD 756,000,000 on May 29, 2024. The transaction has been approved by shareholders of the company.お知らせ • May 30Lead Data Inc. Announces Changes in Corporate Director RepresentativeLead Data Inc. announced changes in corporate director representative. Name of the previous position holder: Cai Mengjie. Resume of the previous position holder: Chairman of Daan International Co. Ltd. Name of the new position holder: Chen Qingfu. Resume of the new position holder: Director of Changhong International Co. Ltd. Reason for the change: Dismissal. Effective date of the new appointment: May 29, 2024.お知らせ • Apr 11Lead Data Inc. Announces Director ChangesLead Data Inc. announced the resignation of Wu Lingyun as Director, effective April 10, 2024. Wu Lingyun is Director of Chunghong International Co. Ltd. The company announced the appointment of Chen Qingfu as Director, effective April 10, 2024. Chen Qingfu is Director of Wangjiang Construction Co. Ltd., Person in charge of Wanjiang International Co. Ltd. and General Manager of Hongji Development International Co. Ltd.お知らせ • Apr 05Lead Data Inc. Announces Resignation of Zhu Wuxian as DirectorLead Data Inc. announced that the resignation of the company's independent directors. Title and name of the previous position holder: Zhu Wuxian. Resume of the previous position holder: Minister of Quanxu Department.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$3.57, the stock trades at a trailing P/E ratio of 3.1x. Average trailing P/E is 25x in the Tech industry in Taiwan. Total returns to shareholders of 81% over the past three years.お知らせ • Feb 28Lead Data Inc., Annual General Meeting, May 17, 2024Lead Data Inc., Annual General Meeting, May 17, 2024. Location: :No. 99, Section 5, Citizen Avenue Taipei Taiwan Agenda: To consider Annual Business Report; to consider Audit Committee Audit Report 3.Report that the company's losses reached one-half of its paid-in capital; to consider Annual Business Report and Financial Statements; to consider Proposal for appropriation of losses.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$6.00, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 158% over the past three years.Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 33%After last week's 33% share price gain to NT$4.56, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total returns to shareholders of 50% over the past three years.Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$3.30, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total returns to shareholders of 10% over the past three years.Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$2.96, the stock trades at a trailing P/E ratio of 2.6x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total loss to shareholders of 14% over the past three years.Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$3.16, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 20x in the Tech industry in Taiwan. Total loss to shareholders of 30% over the past three years.New Risk • Oct 05New 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 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (351% accrual ratio). Revenue is less than US$1m (NT$16m revenue, or US$493k). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (NT$407.9m market cap, or US$12.6m).Valuation Update With 7 Day Price Move • Oct 04Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$3.38, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total loss to shareholders of 36% over the past three years.Board Change • Oct 03Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Liang Han Chen was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 18Second quarter 2023 earnings released: NT$0.04 loss per share (vs NT$0.30 loss in 2Q 2022)Second quarter 2023 results: NT$0.04 loss per share (improved from NT$0.30 loss in 2Q 2022). Net loss: NT$6.28m (loss narrowed 86% from 2Q 2022). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$3.50, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 14x in the Tech industry in Taiwan. Total returns to shareholders of 23% over the past three years.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$3.88, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 14x in the Tech industry in Taiwan. Total returns to shareholders of 38% over the past three years.Reported Earnings • Nov 20Third quarter 2022 earnings released: NT$0.06 loss per share (vs NT$0.088 loss in 3Q 2021)Third quarter 2022 results: NT$0.06 loss per share (improved from NT$0.088 loss in 3Q 2021). Net loss: NT$9.58m (loss narrowed 26% from 3Q 2021). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Liang Han Chen was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 19Second quarter 2022 earnings released: NT$0.30 loss per share (vs NT$0.25 loss in 2Q 2021)Second quarter 2022 results: NT$0.30 loss per share (down from NT$0.25 loss in 2Q 2021). Revenue: NT$6.45m (down 77% from 2Q 2021). Net loss: NT$44.0m (loss widened 23% from 2Q 2021). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 19First quarter 2022 earnings released: NT$0.20 loss per share (vs NT$0.33 loss in 1Q 2021)First quarter 2022 results: NT$0.20 loss per share (up from NT$0.33 loss in 1Q 2021). Revenue: NT$5.65m (down 96% from 1Q 2021). Net loss: NT$29.8m (loss narrowed 37% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 19% 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 independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Liang Han Chen was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Apr 04Full year 2021 earnings released: NT$0.73 loss per share (vs NT$3.09 loss in FY 2020)Full year 2021 results: NT$0.73 loss per share (up from NT$3.09 loss in FY 2020). Revenue: NT$210.3m (down 55% from FY 2020). Net loss: NT$105.9m (loss narrowed 76% from FY 2020). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 17Third quarter 2021 earnings released: NT$0.09 loss per share (vs NT$0.91 loss in 3Q 2020)The company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2021 results: Revenue: NT$14.1m (down 90% from 3Q 2020). Net loss: NT$12.9m (loss narrowed 90% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 22Second quarter 2021 earnings released: NT$0.24 loss per share (vs NT$0.55 loss in 2Q 2020)The company reported a soft second quarter result with weaker revenues and control over costs, although losses reduced. Second quarter 2021 results: Revenue: NT$27.5m (down 60% from 2Q 2020). Net loss: NT$35.8m (loss narrowed 56% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 19First quarter 2021 earnings released: NT$0.33 loss per share (vs NT$0.45 loss in 1Q 2020)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2021 results: Revenue: NT$153.4m (down 8.0% from 1Q 2020). Net loss: NT$47.4m (loss narrowed 28% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.Reported Earnings • Apr 01Full year 2020 earnings released: NT$3.09 loss per share (vs NT$1.97 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: NT$469.7m (down 32% from FY 2019). Net loss: NT$449.6m (loss widened 57% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 02Lead Data Inc., Annual General Meeting, Jun 07, 2021Lead Data Inc., Annual General Meeting, Jun 07, 2021.Is New 90 Day High Low • Jan 18New 90-day low: NT$2.75The company is down 47% from its price of NT$5.16 on 20 October 2020. The Taiwanese market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 12% over the same period.分析記事 • Dec 25Health Check: How Prudently Does Lead Data (TPE:2443) Use Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Is New 90 Day High Low • Dec 21New 90-day low: NT$2.90The company is down 46% from its price of NT$5.39 on 22 September 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 4.0% over the same period.Is New 90 Day High Low • Dec 04New 90-day low: NT$3.16The company is down 22% from its price of NT$4.06 on 04 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is flat over the same period.Is New 90 Day High Low • Nov 18New 90-day low: NT$3.77The company is down 5.0% from its price of NT$3.98 on 20 August 2020. The Taiwanese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is down 4.0% over the same period.Reported Earnings • Nov 17Third quarter 2020 earnings released: NT$0.91 loss per shareThe company reported a soft third quarter result with increased losses and weaker control over expenses, although revenues were improved. Third quarter 2020 results: Revenue: NT$139.6m (up 1.2% from 3Q 2019). Net loss: NT$132.3m (loss widened 117% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.株主還元2443TW TechTW 市場7D0%6.2%5.7%1Y2.3%62.2%108.6%株主還元を見る業界別リターン: 2443過去 1 年間で62.2 % の収益を上げたTW Tech業界を下回りました。リターン対市場: 2443は、過去 1 年間で108.6 % のリターンを上げたTW市場を下回りました。価格変動Is 2443's price volatile compared to industry and market?2443 volatility2443 Average Weekly Movementn/aTech Industry Average Movement7.1%Market Average Movement6.2%10% most volatile stocks in TW Market12.3%10% least volatile stocks in TW Market2.5%安定した株価: 2443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: 過去 1 年間の2443のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト1985n/an/awww.leaddata.com.twリード・データ社は光ディスクとマルチメディア製品を世界中で製造・販売している。また、医療補助機器や全自動荷降ろし・出荷サービスも提供している。リード・データ社は1985年に設立され、台湾の台北を拠点としている。もっと見るLead Data Inc. 基礎のまとめLead Data の収益と売上を時価総額と比較するとどうか。2443 基礎統計学時価総額NT$520.10m収益（TTM）NT$167.84m売上高(TTM)NT$11.76m3.1xPER（株価収益率44.2xP/Sレシオ2443 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2443 損益計算書（TTM）収益NT$11.76m売上原価NT$15.53m売上総利益-NT$3.77mその他の費用-NT$171.61m収益NT$167.84m直近の収益報告Sep 30, 2023次回決算日該当なし一株当たり利益（EPS）1.15グロス・マージン-32.08%純利益率1,427.45%有利子負債／自己資本比率0%2443 の長期的なパフォーマンスは？過去の実績と比較を見る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2024/06/30 10:27終値2024/04/03 00:00収益2023/09/30年間収益2022/12/31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Lead Data Inc. 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
お知らせ • Sep 14Lead Data Inc. Announces Election of Chen Qingfu as Chairman of Board of DirectorsLead Data Inc. announced of the election of chairman of the board of directors of the company. Name of the previous position holder: Chen Qingfu . Resume of the previous position holder: Chairman of Changhong International (Co. Ltd.) Name of the new position holder:Chen Qingfu .Resume of the new position holder: Chairman of Changhong International (Co. Ltd.) .Circumstances of change):new appointment .Reason for the change: new appointment. Effective date of the new appointment: new appointment.
お知らせ • May 31+ 1 more updateLead Data Inc. announced that it expects to receive TWD 756 million in fundingLead Data Inc. announced a private placement to issue 200,000,000 common shares at an issue price of TWD 3.78 per share for the gross proceeds of TWD 756,000,000 on May 29, 2024. The transaction has been approved by shareholders of the company.
お知らせ • May 30Lead Data Inc. Announces Changes in Corporate Director RepresentativeLead Data Inc. announced changes in corporate director representative. Name of the previous position holder: Cai Mengjie. Resume of the previous position holder: Chairman of Daan International Co. Ltd. Name of the new position holder: Chen Qingfu. Resume of the new position holder: Director of Changhong International Co. Ltd. Reason for the change: Dismissal. Effective date of the new appointment: May 29, 2024.
お知らせ • Apr 11Lead Data Inc. Announces Director ChangesLead Data Inc. announced the resignation of Wu Lingyun as Director, effective April 10, 2024. Wu Lingyun is Director of Chunghong International Co. Ltd. The company announced the appointment of Chen Qingfu as Director, effective April 10, 2024. Chen Qingfu is Director of Wangjiang Construction Co. Ltd., Person in charge of Wanjiang International Co. Ltd. and General Manager of Hongji Development International Co. Ltd.
お知らせ • Apr 05Lead Data Inc. Announces Resignation of Zhu Wuxian as DirectorLead Data Inc. announced that the resignation of the company's independent directors. Title and name of the previous position holder: Zhu Wuxian. Resume of the previous position holder: Minister of Quanxu Department.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$3.57, the stock trades at a trailing P/E ratio of 3.1x. Average trailing P/E is 25x in the Tech industry in Taiwan. Total returns to shareholders of 81% over the past three years.
お知らせ • Sep 14Lead Data Inc. Announces Election of Chen Qingfu as Chairman of Board of DirectorsLead Data Inc. announced of the election of chairman of the board of directors of the company. Name of the previous position holder: Chen Qingfu . Resume of the previous position holder: Chairman of Changhong International (Co. Ltd.) Name of the new position holder:Chen Qingfu .Resume of the new position holder: Chairman of Changhong International (Co. Ltd.) .Circumstances of change):new appointment .Reason for the change: new appointment. Effective date of the new appointment: new appointment.
お知らせ • May 31+ 1 more updateLead Data Inc. announced that it expects to receive TWD 756 million in fundingLead Data Inc. announced a private placement to issue 200,000,000 common shares at an issue price of TWD 3.78 per share for the gross proceeds of TWD 756,000,000 on May 29, 2024. The transaction has been approved by shareholders of the company.
お知らせ • May 30Lead Data Inc. Announces Changes in Corporate Director RepresentativeLead Data Inc. announced changes in corporate director representative. Name of the previous position holder: Cai Mengjie. Resume of the previous position holder: Chairman of Daan International Co. Ltd. Name of the new position holder: Chen Qingfu. Resume of the new position holder: Director of Changhong International Co. Ltd. Reason for the change: Dismissal. Effective date of the new appointment: May 29, 2024.
お知らせ • Apr 11Lead Data Inc. Announces Director ChangesLead Data Inc. announced the resignation of Wu Lingyun as Director, effective April 10, 2024. Wu Lingyun is Director of Chunghong International Co. Ltd. The company announced the appointment of Chen Qingfu as Director, effective April 10, 2024. Chen Qingfu is Director of Wangjiang Construction Co. Ltd., Person in charge of Wanjiang International Co. Ltd. and General Manager of Hongji Development International Co. Ltd.
お知らせ • Apr 05Lead Data Inc. Announces Resignation of Zhu Wuxian as DirectorLead Data Inc. announced that the resignation of the company's independent directors. Title and name of the previous position holder: Zhu Wuxian. Resume of the previous position holder: Minister of Quanxu Department.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$3.57, the stock trades at a trailing P/E ratio of 3.1x. Average trailing P/E is 25x in the Tech industry in Taiwan. Total returns to shareholders of 81% over the past three years.
お知らせ • Feb 28Lead Data Inc., Annual General Meeting, May 17, 2024Lead Data Inc., Annual General Meeting, May 17, 2024. Location: :No. 99, Section 5, Citizen Avenue Taipei Taiwan Agenda: To consider Annual Business Report; to consider Audit Committee Audit Report 3.Report that the company's losses reached one-half of its paid-in capital; to consider Annual Business Report and Financial Statements; to consider Proposal for appropriation of losses.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$6.00, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 158% over the past three years.
Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 33%After last week's 33% share price gain to NT$4.56, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total returns to shareholders of 50% over the past three years.
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$3.30, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total returns to shareholders of 10% over the past three years.
Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$2.96, the stock trades at a trailing P/E ratio of 2.6x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total loss to shareholders of 14% over the past three years.
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$3.16, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 20x in the Tech industry in Taiwan. Total loss to shareholders of 30% over the past three years.
New Risk • Oct 05New 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 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (351% accrual ratio). Revenue is less than US$1m (NT$16m revenue, or US$493k). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (NT$407.9m market cap, or US$12.6m).
Valuation Update With 7 Day Price Move • Oct 04Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$3.38, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total loss to shareholders of 36% over the past three years.
Board Change • Oct 03Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Liang Han Chen was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 18Second quarter 2023 earnings released: NT$0.04 loss per share (vs NT$0.30 loss in 2Q 2022)Second quarter 2023 results: NT$0.04 loss per share (improved from NT$0.30 loss in 2Q 2022). Net loss: NT$6.28m (loss narrowed 86% from 2Q 2022). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$3.50, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 14x in the Tech industry in Taiwan. Total returns to shareholders of 23% over the past three years.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$3.88, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 14x in the Tech industry in Taiwan. Total returns to shareholders of 38% over the past three years.
Reported Earnings • Nov 20Third quarter 2022 earnings released: NT$0.06 loss per share (vs NT$0.088 loss in 3Q 2021)Third quarter 2022 results: NT$0.06 loss per share (improved from NT$0.088 loss in 3Q 2021). Net loss: NT$9.58m (loss narrowed 26% from 3Q 2021). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Liang Han Chen was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 19Second quarter 2022 earnings released: NT$0.30 loss per share (vs NT$0.25 loss in 2Q 2021)Second quarter 2022 results: NT$0.30 loss per share (down from NT$0.25 loss in 2Q 2021). Revenue: NT$6.45m (down 77% from 2Q 2021). Net loss: NT$44.0m (loss widened 23% from 2Q 2021). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 19First quarter 2022 earnings released: NT$0.20 loss per share (vs NT$0.33 loss in 1Q 2021)First quarter 2022 results: NT$0.20 loss per share (up from NT$0.33 loss in 1Q 2021). Revenue: NT$5.65m (down 96% from 1Q 2021). Net loss: NT$29.8m (loss narrowed 37% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 19% 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 independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Liang Han Chen was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 04Full year 2021 earnings released: NT$0.73 loss per share (vs NT$3.09 loss in FY 2020)Full year 2021 results: NT$0.73 loss per share (up from NT$3.09 loss in FY 2020). Revenue: NT$210.3m (down 55% from FY 2020). Net loss: NT$105.9m (loss narrowed 76% from FY 2020). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 17Third quarter 2021 earnings released: NT$0.09 loss per share (vs NT$0.91 loss in 3Q 2020)The company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2021 results: Revenue: NT$14.1m (down 90% from 3Q 2020). Net loss: NT$12.9m (loss narrowed 90% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 22Second quarter 2021 earnings released: NT$0.24 loss per share (vs NT$0.55 loss in 2Q 2020)The company reported a soft second quarter result with weaker revenues and control over costs, although losses reduced. Second quarter 2021 results: Revenue: NT$27.5m (down 60% from 2Q 2020). Net loss: NT$35.8m (loss narrowed 56% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 19First quarter 2021 earnings released: NT$0.33 loss per share (vs NT$0.45 loss in 1Q 2020)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2021 results: Revenue: NT$153.4m (down 8.0% from 1Q 2020). Net loss: NT$47.4m (loss narrowed 28% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Apr 01Full year 2020 earnings released: NT$3.09 loss per share (vs NT$1.97 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: NT$469.7m (down 32% from FY 2019). Net loss: NT$449.6m (loss widened 57% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 02Lead Data Inc., Annual General Meeting, Jun 07, 2021Lead Data Inc., Annual General Meeting, Jun 07, 2021.
Is New 90 Day High Low • Jan 18New 90-day low: NT$2.75The company is down 47% from its price of NT$5.16 on 20 October 2020. The Taiwanese market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 12% over the same period.
分析記事 • Dec 25Health Check: How Prudently Does Lead Data (TPE:2443) Use Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Is New 90 Day High Low • Dec 21New 90-day low: NT$2.90The company is down 46% from its price of NT$5.39 on 22 September 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 4.0% over the same period.
Is New 90 Day High Low • Dec 04New 90-day low: NT$3.16The company is down 22% from its price of NT$4.06 on 04 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is flat over the same period.
Is New 90 Day High Low • Nov 18New 90-day low: NT$3.77The company is down 5.0% from its price of NT$3.98 on 20 August 2020. The Taiwanese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is down 4.0% over the same period.
Reported Earnings • Nov 17Third quarter 2020 earnings released: NT$0.91 loss per shareThe company reported a soft third quarter result with increased losses and weaker control over expenses, although revenues were improved. Third quarter 2020 results: Revenue: NT$139.6m (up 1.2% from 3Q 2019). Net loss: NT$132.3m (loss widened 117% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
