View Future GrowthLead Data 過去の業績過去 基準チェック /36Lead Dataは、平均年間42.6%の収益成長を遂げていますが、 Tech業界の収益は、年間 成長しています。収益は、平均年間4.9% 54%収益成長率で 減少しています。 Lead Dataの自己資本利益率は32.4%であり、純利益率は1427.4%です。主要情報42.58%収益成長率42.58%EPS成長率Tech 業界の成長14.00%収益成長率-53.97%株主資本利益率32.43%ネット・マージン1,427.45%前回の決算情報30 Sep 2023最近の業績更新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.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.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.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.すべての更新を表示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.収支内訳Lead Data の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TWSE:2443 収益、費用、利益 ( )TWD Millions日付収益収益G+A経費研究開発費30 Sep 231216857030 Jun 231617041031 Mar 232015168031 Dec 22237064030 Sep 2234-7553030 Jun 2242-7965031 Mar 2263-8867031 Dec 21210-106107030 Sep 21289-267163030 Jun 21414-387192031 Mar 21475-425194031 Dec 20489-443181030 Sep 20588-341161030 Jun 20587-270172031 Mar 20705-253179131 Dec 19690-287202130 Sep 19767-316239330 Jun 191,010-388275431 Mar 191,070-412305631 Dec 181,187-343303930 Sep 181,037-3002671230 Jun 18851-2472281531 Mar 18778-2292021831 Dec 17662-2571832030 Sep 17746-2521852330 Jun 17698-2321782531 Mar 17639-2331702731 Dec 16614-2221682630 Sep 16554-2201362230 Jun 16570-2321541931 Mar 16542-2091671631 Dec 15478-2401861430 Sep 15422-2072211330 Jun 15333-1622161331 Mar 15316-1921991531 Dec 14347-1251761430 Sep 143775751971930 Jun 144476081882531 Mar 144986721942831 Dec 135166422033430 Sep 13541-1,02421543質の高い収益: 2443 非現金収入 のレベルが高いです。利益率の向上: 2443過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 2443過去 5 年間で収益を上げており、収益は年間42.6%増加しています。成長の加速: 2443は昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: 2443昨年収益を上げたため、昨年の収益成長をTech業界 ( 9.6% ) と比較することは困難です。株主資本利益率高いROE: 2443の 自己資本利益率 ( 32.4% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health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 11:41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このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋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
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.
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.
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.
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.
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.