View ValuationLelon Electronics 将来の成長Future 基準チェック /06現在、 Lelon Electronics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33.8%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 updatesValuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$222, the stock trades at a trailing P/E ratio of 25.4x. Average trailing P/E is 29x in the Electronic industry in Taiwan. Total returns to shareholders of 308% over the past three years.Buy Or Sell Opportunity • Apr 14Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 49% to NT$179. The fair value is estimated to be NT$137, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 6.7%.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$163, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 27x in the Electronic industry in Taiwan. Total returns to shareholders of 176% over the past three years.Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$8.73 (vs NT$7.01 in FY 2024)Full year 2025 results: EPS: NT$8.73 (up from NT$7.01 in FY 2024). Revenue: NT$11.3b (up 7.7% from FY 2024). Net income: NT$1.44b (up 24% from FY 2024). Profit margin: 13% (up from 11% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 16Lelon Electronics Corp., Annual General Meeting, Jun 24, 2026Lelon Electronics Corp., Annual General Meeting, Jun 24, 2026. Location: 1 floor no,147, sec.1 kuo kuang rd., dali district, taichung city TaiwanValuation Update With 7 Day Price Move • Mar 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$120, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 26x in the Electronic industry in Taiwan. Total returns to shareholders of 103% over the past three years.Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$127, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 127% over the past three years.New Risk • Nov 14New 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change).Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: NT$2.29 (vs NT$1.61 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.29 (up from NT$1.61 in 3Q 2024). Revenue: NT$2.80b (flat on 3Q 2024). Net income: NT$377.4m (up 43% from 3Q 2024). Profit margin: 14% (up from 9.5% in 3Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$103, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 144% over the past three years.Upcoming Dividend • Aug 15Upcoming dividend of NT$3.10 per shareEligible shareholders must have bought the stock before 21 August 2025. Payment date: 19 September 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.6%).Declared Dividend • Aug 01Dividend increased to NT$3.10Dividend of NT$3.10 is 11% higher than last year. Ex-date: 21st August 2025 Payment date: 19th September 2025 Dividend yield will be 4.0%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 2.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 8.5% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 14First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$1.67 (up from NT$1.47 in 1Q 2024). Revenue: NT$2.69b (up 23% from 1Q 2024). Net income: NT$275.7m (up 14% from 1Q 2024). Profit margin: 10% (in line with 1Q 2024). Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) also surpassed analyst estimates by 39%. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • May 06Lelon Electronics Corp. to Report Q1, 2025 Results on May 13, 2025Lelon Electronics Corp. announced that they will report Q1, 2025 results on May 13, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$68.10, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 28% over the past three years.New Risk • Apr 07New 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 8.3% 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 Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Buy Or Sell Opportunity • Apr 07Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.0% to NT$75.60. The fair value is estimated to be NT$99.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has declined by 3.0%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.お知らせ • Mar 26Lelon Electronics Corp. Announces Election of DirectorsLelon Electronics Corp. announced election of directors. Title and name of the previous position holder: Director The representative of ChiFa Enterprise Co. Ltd.: T.C. Wu. Director Jimmy Wu. Director Hsin-Sui Ko. Director Nian-Heng Liao. Resume of the previous position holder: Director Representative of ChiFa Enterprise Co. Ltd. T.C. Wu: Director of Lelon Electronics Corp. Director Jimmy Wu: Chairman and GM of Lelon Electronics Corp. Director Hsin-Sui Ko: Chairman of Sweeten Real Estate Development Co. Ltd. Director Nian-Heng Liao: Deputy Chairman of Sinon Corporation. Title and name of the new position holder: Director: The representative of ChiFa Enterprise Co. Ltd.: Jimmy Wu. Director: Xing-Shu Ke. Director: Lien-Heng Liao. Independent director: Yee-Ru Liu. Independent director: Wen-Hsin Huang. Resume of the new position holder: Director: The representative of ChiFa Enterprise Co. Ltd.: Jimmy Wu, Chairman and GM of Lelon Electronics Corp. Director: Xing-Shu Ke Chairman of Sweeten Real Estate Development Co. Ltd. Director: Lien-Heng Liao Deputy Chairman of Sinon Corporation. Independent director: Yee-Ru Liu, Managing Director of Bellwether. International Group, Hong Kong, Adjunct Professor, Department of Finance, National Taiwan University, Consultant, Taiwan Electrical and Electronic Manufacturers Association. Independent director: Wen-Hsin Huang. Assistant Professor, Department of Accounting and Information Science, National Taichung University of Science and Technology.Reported Earnings • Mar 15Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: NT$7.01 (up from NT$5.60 in FY 2023). Revenue: NT$10.5b (up 17% from FY 2023). Net income: NT$1.16b (up 25% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.4%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Mar 14+ 1 more updateLelon Electronics Corp., Annual General Meeting, Jun 25, 2025Lelon Electronics Corp., Annual General Meeting, Jun 25, 2025. Location: 1 floor no,147, sec.1 kuo kuang rd., dali district, taichung city Taiwanお知らせ • Mar 06Lelon Electronics Corp. to Report Fiscal Year 2024 Results on Mar 13, 2025Lelon Electronics Corp. announced that they will report fiscal year 2024 results at 9:00 AM, Taipei Standard Time on Mar 13, 2025お知らせ • Feb 21+ 1 more updateLelon Electronics Corp. Announces Death of the Company's Member of the Audit Committee and Remuneration Committee, Jimmy OuLelon Electronics Corp. announced the death of the company's member of the audit committee and remuneration committee, Jimmy Ou.分析記事 • Feb 11Lelon Electronics (TWSE:2472) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Buy Or Sell Opportunity • Feb 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to NT$98.60. The fair value is estimated to be NT$81.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.9% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 25% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$86.80, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 49% over the past three years.New Risk • Jan 21New 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 6.2% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.2% average weekly change).Buy Or Sell Opportunity • Jan 21Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 32% to NT$103. The fair value is estimated to be NT$81.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.9% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 25% in the next 2 years.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$95.10, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 70% over the past three years.分析記事 • Jan 17Lelon Electronics Corp.'s (TWSE:2472) Low P/E No Reason For ExcitementWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") above 21x, you may consider Lelon...Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$89.90, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 59% over the past three years.お知らせ • Nov 05Lelon Electronics Corp. to Report Q3, 2024 Results on Nov 12, 2024Lelon Electronics Corp. announced that they will report Q3, 2024 results on Nov 12, 2024Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: NT$1.87 (vs NT$1.35 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.87 (up from NT$1.35 in 2Q 2023). Revenue: NT$2.74b (up 20% from 2Q 2023). Net income: NT$308.5m (up 39% from 2Q 2023). Profit margin: 11% (up from 9.8% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 13Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 20 August 2024. Payment date: 16 September 2024. Payout ratio is a comfortable 46% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (4.5%). Higher than average of industry peers (2.9%).分析記事 • Aug 04Lelon Electronics (TWSE:2472) Will Pay A Smaller Dividend Than Last YearLelon Electronics Corp. ( TWSE:2472 ) is reducing its dividend from last year's comparable payment to NT$2.80 on the...お知らせ • Aug 02Lelon Electronics Corp. to Report Q2, 2024 Results on Aug 09, 2024Lelon Electronics Corp. announced that they will report Q2, 2024 results on Aug 09, 2024分析記事 • Jul 21Lelon Electronics (TWSE:2472) Has Announced That Its Dividend Will Be Reduced To NT$2.80Lelon Electronics Corp. ( TWSE:2472 ) has announced that on 16th of September, it will be paying a dividend ofNT$2.80...Declared Dividend • Jul 20Dividend reduced to NT$2.80Dividend of NT$2.80 is 20% lower than last year. Ex-date: 20th August 2024 Payment date: 16th September 2024 Dividend yield will be 3.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but not covered by cash flows (dividend approximately 7x free cash flows). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 6.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 18First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: NT$1.47 (up from NT$1.04 in 1Q 2023). Revenue: NT$2.19b (up 3.8% from 1Q 2023). Net income: NT$242.6m (up 42% from 1Q 2023). Profit margin: 11% (up from 8.1% in 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 56%. Revenue is forecast to grow 7.9% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 03Lelon Electronics Corp. to Report Q1, 2024 Results on May 10, 2024Lelon Electronics Corp. announced that they will report Q1, 2024 results on May 10, 2024Reported Earnings • Mar 19Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: NT$5.60 (down from NT$7.53 in FY 2022). Revenue: NT$9.00b (down 13% from FY 2022). Net income: NT$922.3m (down 25% from FY 2022). Profit margin: 10% (down from 12% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.6%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Mar 18Now 21% overvaluedOver the last 90 days, the stock has fallen 2.6% to NT$70.30. The fair value is estimated to be NT$57.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 8.6%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.お知らせ • Mar 15+ 1 more updateLelon Electronics Corp., Annual General Meeting, Jun 26, 2024Lelon Electronics Corp., Annual General Meeting, Jun 26, 2024. Location: 147, Sec. 1, Guoguang Rd., Dali Dist., Taichung Taiwan Agenda: To consider Business report of 2023; to consider Audit Committees review report on the 2023 financial statements; to consider Compensation distribution for employees and directors of 2023; to consider The status of domestic unsecured corporate bond; to consider The Status of Treasury Stocks; and to transact such other business matters.Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$70.00, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 39% over the past three years.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: NT$1.69 (vs NT$2.40 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.69 (down from NT$2.40 in 3Q 2022). Revenue: NT$2.24b (down 11% from 3Q 2022). Net income: NT$279.0m (down 29% from 3Q 2022). Profit margin: 12% (down from 16% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Aug 19+ 1 more updateLelon Electronics Corp. Announces Change of the Chairperson of the BoardLelon Electronics Corp. announced change of the Chairperson of the Board. Name of the previous position holder: T. C. Wu; Resume of the previous position holder: Chairperson of Lelon Electronics Corp. Name of the new position holder: Jimmy Wu; Resume of the new position holder: General manager and director of Lelon Electronics Corp. Effective date of the new appointment is August 18, 2023.Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: NT$1.35 (vs NT$2.27 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.35 (down from NT$2.27 in 2Q 2022). Revenue: NT$2.28b (down 20% from 2Q 2022). Net income: NT$222.1m (down 40% from 2Q 2022). Profit margin: 9.8% (down from 13% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 10Upcoming dividend of NT$3.49 per share at 6.0% yieldEligible shareholders must have bought the stock before 17 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (4.1%).お知らせ • Jul 27Lelon Electronics Corp. Announces Distribution of Cash Dividend, Payable on September 15, 2023Lelon Electronics Corp. announced distribution of cash dividend. Type of ex-rights or ex-dividend: Ex-dividend. Type and monetary amount of dividend distribution: Common stock cash dividend TWD 574,839,815. Ex-rights (ex-dividend) trading date: August 17, 2023. Ex-rights (ex-dividend) record date: August 25, 2023. Payment date of cash dividend distribution: September 15, 2023.Reported Earnings • Mar 28Full year 2022 earnings released: EPS: NT$7.53 (vs NT$6.12 in FY 2021)Full year 2022 results: EPS: NT$7.53 (up from NT$6.12 in FY 2021). Revenue: NT$10.3b (up 3.9% from FY 2021). Net income: NT$1.23b (up 25% from FY 2021). Profit margin: 12% (up from 9.9% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 4 independent directors (5 non-independent directors). President & Director Jimmy Wu is the most experienced director on the board, commencing their role in 2022. Independent Director Samuel Kuo was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$2.40 (vs NT$1.68 in 3Q 2021)Third quarter 2022 results: EPS: NT$2.40 (up from NT$1.68 in 3Q 2021). Revenue: NT$2.52b (down 6.3% from 3Q 2021). Net income: NT$392.7m (up 44% from 3Q 2021). Profit margin: 16% (up from 10% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 12Lelon Electronics Corp. announced that it expects to receive TWD 0.48075 million in fundingLelon Electronics Corp. announced that it will issue 48,075 common shares at an issue price of TWD 10 per share for gross proceeds of TWD 480,750 in a round of funding on November 10, 2022. The transaction has been approved by the board of directors of the company.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$50.90, the stock trades at a trailing P/E ratio of 7x. Average trailing P/E is 10x in the Electronic industry in Taiwan. Total returns to shareholders of 34% over the past three years.Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: NT$2.27 (vs NT$1.55 in 2Q 2021)Second quarter 2022 results: EPS: NT$2.27 (up from NT$1.55 in 2Q 2021). Revenue: NT$2.86b (up 17% from 2Q 2021). Net income: NT$371.4m (up 51% from 2Q 2021). Profit margin: 13% (up from 10% in 2Q 2021). The increase in margin was driven by higher revenue. 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 12% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 11+ 1 more updateLelon Electronics Corp. Resolves to Establish the Sustainable Development CommitteeLelon Electronics Corp. resolved to establish the Sustainable Development Committee with Samuel Kuo (Independent Director); Jimmy Wu (;Director & President); and David Wang (VP) as members, effective August 10, 2022.Upcoming Dividend • Jul 26Upcoming dividend of NT$3.20 per shareEligible shareholders must have bought the stock before 02 August 2022. Payment date: 29 August 2022. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 5.8%. Lower than top quartile of Taiwanese dividend payers (6.6%). Higher than average of industry peers (4.6%).お知らせ • Jul 05Lelon Electronics Corp. Announces Distribution of Cash Dividend, Payable on August 29, 2022Lelon Electronics Corp. announced distribution of cash dividend. Type and monetary amount of dividend distribution: Common stock cash dividend TWD 522,812,246. Ex-rights (Ex-dividend) date is August 2, 2022. Last date before book closure is August 3, 2022. Book closure starting date is August 4, 2022. Book closure ending date is August 28, 2022. Ex-rights (Ex-dividend) record date is August 8, 2022. Payment date of cash dividend distribution is August 29, 2022.お知らせ • Jun 30+ 1 more updateLelon Electronics Corp. Announces Appointment of the 1st Audit Committee MembersLelon Electronics Corp. announced appointment of the 1st Audit Committee members. Name of the previous position holder: N/A. Resume of the previous position holder: N/A. Name of the new position holder: Jimmy Ou Chi-Wei Lin C. Y. Wei Samuel Kuo. Resume of the new position holder: Jimmy Ou: Chairman of Universal Microelectronics Co. Ltd. Chi-Wei Lin: was a partner of EY Accounting firm C. Y. Wei: Chairman of Universal Global Scientific Industrial Co. Ltd. Samuel Kuo: Chairman of TY-OHM ELECTRONIC WORKS CO., LTD. Effective date of the new member is June 29, 2022.Reported Earnings • May 17First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$1.68 (up from NT$1.27 in 1Q 2021). Revenue: NT$2.57b (up 21% from 1Q 2021). Net income: NT$273.3m (up 37% from 1Q 2021). Profit margin: 11% (up from 9.4% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) exceeded analyst estimates by 17%. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS NT$1.68 (vs NT$1.66 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: NT$2.69b (up 30% from 3Q 2020). Net income: NT$272.2m (up 25% from 3Q 2020). Profit margin: 10% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.Upcoming Dividend • Aug 25Upcoming dividend of NT$2.94 per shareEligible shareholders must have bought the stock before 01 September 2021. Payment date: 24 September 2021. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (3.2%).Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS NT$1.55 (vs NT$1.62 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: NT$2.45b (up 20% from 2Q 2020). Net income: NT$246.3m (up 18% from 2Q 2020). Profit margin: 10% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$1.27 (vs NT$0.92 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.13b (up 36% from 1Q 2020). Net income: NT$199.3m (up 68% from 1Q 2020). Profit margin: 9.4% (up from 7.6% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.分析記事 • Mar 26Lelon Electronics' (TPE:2472) Returns On Capital Are Heading HigherFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Mar 25Full year 2020 earnings released: EPS NT$5.13 (vs NT$3.35 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$7.82b (up 11% from FY 2019). Net income: NT$678.2m (up 57% from FY 2019). Profit margin: 8.7% (up from 6.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Mar 09Read This Before Buying Lelon Electronics Corp. (TPE:2472) For Its DividendIs Lelon Electronics Corp. ( TPE:2472 ) a good dividend stock? How can we tell? Dividend paying companies with growing...Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$78.90, the stock is trading at a trailing P/E ratio of 15.8x, up from the previous P/E ratio of 13.7x. This compares to an average P/E of 19x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 62%.Is New 90 Day High Low • Feb 22New 90-day high: NT$78.90The company is up 34% from its price of NT$58.80 on 24 November 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 23% over the same period.分析記事 • Feb 19Shareholders Of Lelon Electronics (TPE:2472) Must Be Happy With Their 166% Total ReturnThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on a lighter note, a...分析記事 • Feb 04We Think Lelon Electronics (TPE:2472) Can Manage Its Debt With EaseHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jan 20Should You Rely On Lelon Electronics's (TPE:2472) Earnings Growth?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. However...Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$73.20, the stock is trading at a trailing P/E ratio of 14.7x, up from the previous P/E ratio of 12.7x. This compares to an average P/E of 18x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 35%.Is New 90 Day High Low • Jan 07New 90-day high: NT$66.00The company is up 25% from its price of NT$53.00 on 08 October 2020. The Taiwanese market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 20% over the same period.分析記事 • Jan 05Lelon Electronics Corp.'s (TPE:2472) Stock Has Seen Strong Momentum: Does That Call For Deeper Study Of Its Financial Prospects?Lelon Electronics (TPE:2472) has had a great run on the share market with its stock up by a significant 21% over the...分析記事 • Dec 21Will the Promising Trends At Lelon Electronics (TPE:2472) Continue?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Is New 90 Day High Low • Dec 08New 90-day high: NT$63.30The company is up 14% from its price of NT$55.50 on 09 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 12% over the same period.分析記事 • Dec 06Would Lelon Electronics Corp. (TPE:2472) Be Valuable To Income Investors?Is Lelon Electronics Corp. ( TPE:2472 ) a good dividend stock? How can we tell? Dividend paying companies with growing...分析記事 • Nov 20Lelon Electronics (TPE:2472) Has Gifted Shareholders With A Fantastic 158% Total Return On Their InvestmentThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a...Is New 90 Day High Low • Nov 20New 90-day high: NT$58.20The company is up 1.0% from its price of NT$57.40 on 21 August 2020. The Taiwanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period.Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$1.66The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$2.07b (up 18% from 3Q 2019). Net income: NT$217.9m (up 113% from 3Q 2019). Profit margin: 11% (up from 5.9% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year. 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、Lelon Electronics 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:2472 - 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12/31/202511,2931,4381,2292,203N/A9/30/202511,1761,1951,4372,332N/A6/30/202511,1661,0821,7662,607N/A3/31/202510,9911,1892,2952,972N/A12/31/202410,4871,1551,5932,176N/A9/30/202410,0881,0651,2131,818N/A6/30/20249,5401,0804941,068N/A3/31/20249,07999463601N/A12/31/20238,9989225851,261N/A9/30/20239,0218651,2041,863N/A6/30/20239,2999791,5862,374N/A3/31/20239,8831,1281,8952,863N/A12/31/202210,3471,2301,4712,564N/A9/30/202210,6481,3011,0382,223N/A6/30/202210,8161,1812641,627N/A3/31/202210,4051,056-556818N/A12/31/20219,957982-654659N/A9/30/20219,409850-847473N/A6/30/20218,785796-75987N/A3/31/20218,3807592661,262N/A12/31/20207,8226781,3332,161N/A9/30/20207,5306461,5312,226N/A6/30/20207,2095311,3892,133N/A3/31/20206,9654411,9762,593N/A12/31/20197,0384338531,531N/A9/30/20197,043437N/A1,511N/A6/30/20197,446502N/A1,436N/A3/31/20197,843568N/A903N/A12/31/20188,048571N/A1,065N/A9/30/20188,149588N/A555N/A6/30/20187,969613N/A-153N/A3/31/20187,493559N/A29N/A12/31/20177,180461N/A-136N/A9/30/20176,811464N/A118N/A6/30/20176,391354N/A611N/A3/31/20176,201296N/A591N/A12/31/20166,075430N/A507N/A9/30/20165,915382N/A669N/A6/30/20165,784468N/A727N/A3/31/20165,767468N/A744N/A12/31/20155,802409N/A1,128N/A9/30/20155,871475N/A1,015N/A6/30/20156,056470N/A1,009N/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: 2472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: 2472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: 2472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: 2472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: 2472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: 2472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2026/05/12 19:36終値2026/05/12 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表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Lelon Electronics Corp. 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。3 アナリスト機関Licheng ZhuangCapital Securities CorporationYijun TuCapital Securities CorporationSherman ShangSinoPac Securities Investment Service
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$222, the stock trades at a trailing P/E ratio of 25.4x. Average trailing P/E is 29x in the Electronic industry in Taiwan. Total returns to shareholders of 308% over the past three years.
Buy Or Sell Opportunity • Apr 14Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 49% to NT$179. The fair value is estimated to be NT$137, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 6.7%.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$163, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 27x in the Electronic industry in Taiwan. Total returns to shareholders of 176% over the past three years.
Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$8.73 (vs NT$7.01 in FY 2024)Full year 2025 results: EPS: NT$8.73 (up from NT$7.01 in FY 2024). Revenue: NT$11.3b (up 7.7% from FY 2024). Net income: NT$1.44b (up 24% from FY 2024). Profit margin: 13% (up from 11% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 16Lelon Electronics Corp., Annual General Meeting, Jun 24, 2026Lelon Electronics Corp., Annual General Meeting, Jun 24, 2026. Location: 1 floor no,147, sec.1 kuo kuang rd., dali district, taichung city Taiwan
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$120, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 26x in the Electronic industry in Taiwan. Total returns to shareholders of 103% over the past three years.
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$127, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 127% over the past three years.
New Risk • Nov 14New 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change).
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: NT$2.29 (vs NT$1.61 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.29 (up from NT$1.61 in 3Q 2024). Revenue: NT$2.80b (flat on 3Q 2024). Net income: NT$377.4m (up 43% from 3Q 2024). Profit margin: 14% (up from 9.5% in 3Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$103, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 144% over the past three years.
Upcoming Dividend • Aug 15Upcoming dividend of NT$3.10 per shareEligible shareholders must have bought the stock before 21 August 2025. Payment date: 19 September 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.6%).
Declared Dividend • Aug 01Dividend increased to NT$3.10Dividend of NT$3.10 is 11% higher than last year. Ex-date: 21st August 2025 Payment date: 19th September 2025 Dividend yield will be 4.0%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 2.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 8.5% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 14First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$1.67 (up from NT$1.47 in 1Q 2024). Revenue: NT$2.69b (up 23% from 1Q 2024). Net income: NT$275.7m (up 14% from 1Q 2024). Profit margin: 10% (in line with 1Q 2024). Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) also surpassed analyst estimates by 39%. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • May 06Lelon Electronics Corp. to Report Q1, 2025 Results on May 13, 2025Lelon Electronics Corp. announced that they will report Q1, 2025 results on May 13, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$68.10, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 28% over the past three years.
New Risk • Apr 07New 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 8.3% 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 Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Buy Or Sell Opportunity • Apr 07Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.0% to NT$75.60. The fair value is estimated to be NT$99.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has declined by 3.0%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.
お知らせ • Mar 26Lelon Electronics Corp. Announces Election of DirectorsLelon Electronics Corp. announced election of directors. Title and name of the previous position holder: Director The representative of ChiFa Enterprise Co. Ltd.: T.C. Wu. Director Jimmy Wu. Director Hsin-Sui Ko. Director Nian-Heng Liao. Resume of the previous position holder: Director Representative of ChiFa Enterprise Co. Ltd. T.C. Wu: Director of Lelon Electronics Corp. Director Jimmy Wu: Chairman and GM of Lelon Electronics Corp. Director Hsin-Sui Ko: Chairman of Sweeten Real Estate Development Co. Ltd. Director Nian-Heng Liao: Deputy Chairman of Sinon Corporation. Title and name of the new position holder: Director: The representative of ChiFa Enterprise Co. Ltd.: Jimmy Wu. Director: Xing-Shu Ke. Director: Lien-Heng Liao. Independent director: Yee-Ru Liu. Independent director: Wen-Hsin Huang. Resume of the new position holder: Director: The representative of ChiFa Enterprise Co. Ltd.: Jimmy Wu, Chairman and GM of Lelon Electronics Corp. Director: Xing-Shu Ke Chairman of Sweeten Real Estate Development Co. Ltd. Director: Lien-Heng Liao Deputy Chairman of Sinon Corporation. Independent director: Yee-Ru Liu, Managing Director of Bellwether. International Group, Hong Kong, Adjunct Professor, Department of Finance, National Taiwan University, Consultant, Taiwan Electrical and Electronic Manufacturers Association. Independent director: Wen-Hsin Huang. Assistant Professor, Department of Accounting and Information Science, National Taichung University of Science and Technology.
Reported Earnings • Mar 15Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: NT$7.01 (up from NT$5.60 in FY 2023). Revenue: NT$10.5b (up 17% from FY 2023). Net income: NT$1.16b (up 25% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.4%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Mar 14+ 1 more updateLelon Electronics Corp., Annual General Meeting, Jun 25, 2025Lelon Electronics Corp., Annual General Meeting, Jun 25, 2025. Location: 1 floor no,147, sec.1 kuo kuang rd., dali district, taichung city Taiwan
お知らせ • Mar 06Lelon Electronics Corp. to Report Fiscal Year 2024 Results on Mar 13, 2025Lelon Electronics Corp. announced that they will report fiscal year 2024 results at 9:00 AM, Taipei Standard Time on Mar 13, 2025
お知らせ • Feb 21+ 1 more updateLelon Electronics Corp. Announces Death of the Company's Member of the Audit Committee and Remuneration Committee, Jimmy OuLelon Electronics Corp. announced the death of the company's member of the audit committee and remuneration committee, Jimmy Ou.
分析記事 • Feb 11Lelon Electronics (TWSE:2472) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Buy Or Sell Opportunity • Feb 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to NT$98.60. The fair value is estimated to be NT$81.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.9% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 25% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$86.80, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 49% over the past three years.
New Risk • Jan 21New 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 6.2% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.2% average weekly change).
Buy Or Sell Opportunity • Jan 21Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 32% to NT$103. The fair value is estimated to be NT$81.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.9% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 25% in the next 2 years.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$95.10, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 70% over the past three years.
分析記事 • Jan 17Lelon Electronics Corp.'s (TWSE:2472) Low P/E No Reason For ExcitementWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") above 21x, you may consider Lelon...
Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$89.90, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 59% over the past three years.
お知らせ • Nov 05Lelon Electronics Corp. to Report Q3, 2024 Results on Nov 12, 2024Lelon Electronics Corp. announced that they will report Q3, 2024 results on Nov 12, 2024
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: NT$1.87 (vs NT$1.35 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.87 (up from NT$1.35 in 2Q 2023). Revenue: NT$2.74b (up 20% from 2Q 2023). Net income: NT$308.5m (up 39% from 2Q 2023). Profit margin: 11% (up from 9.8% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 13Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 20 August 2024. Payment date: 16 September 2024. Payout ratio is a comfortable 46% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (4.5%). Higher than average of industry peers (2.9%).
分析記事 • Aug 04Lelon Electronics (TWSE:2472) Will Pay A Smaller Dividend Than Last YearLelon Electronics Corp. ( TWSE:2472 ) is reducing its dividend from last year's comparable payment to NT$2.80 on the...
お知らせ • Aug 02Lelon Electronics Corp. to Report Q2, 2024 Results on Aug 09, 2024Lelon Electronics Corp. announced that they will report Q2, 2024 results on Aug 09, 2024
分析記事 • Jul 21Lelon Electronics (TWSE:2472) Has Announced That Its Dividend Will Be Reduced To NT$2.80Lelon Electronics Corp. ( TWSE:2472 ) has announced that on 16th of September, it will be paying a dividend ofNT$2.80...
Declared Dividend • Jul 20Dividend reduced to NT$2.80Dividend of NT$2.80 is 20% lower than last year. Ex-date: 20th August 2024 Payment date: 16th September 2024 Dividend yield will be 3.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but not covered by cash flows (dividend approximately 7x free cash flows). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 6.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 18First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: NT$1.47 (up from NT$1.04 in 1Q 2023). Revenue: NT$2.19b (up 3.8% from 1Q 2023). Net income: NT$242.6m (up 42% from 1Q 2023). Profit margin: 11% (up from 8.1% in 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 56%. Revenue is forecast to grow 7.9% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 03Lelon Electronics Corp. to Report Q1, 2024 Results on May 10, 2024Lelon Electronics Corp. announced that they will report Q1, 2024 results on May 10, 2024
Reported Earnings • Mar 19Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: NT$5.60 (down from NT$7.53 in FY 2022). Revenue: NT$9.00b (down 13% from FY 2022). Net income: NT$922.3m (down 25% from FY 2022). Profit margin: 10% (down from 12% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.6%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Mar 18Now 21% overvaluedOver the last 90 days, the stock has fallen 2.6% to NT$70.30. The fair value is estimated to be NT$57.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 8.6%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
お知らせ • Mar 15+ 1 more updateLelon Electronics Corp., Annual General Meeting, Jun 26, 2024Lelon Electronics Corp., Annual General Meeting, Jun 26, 2024. Location: 147, Sec. 1, Guoguang Rd., Dali Dist., Taichung Taiwan Agenda: To consider Business report of 2023; to consider Audit Committees review report on the 2023 financial statements; to consider Compensation distribution for employees and directors of 2023; to consider The status of domestic unsecured corporate bond; to consider The Status of Treasury Stocks; and to transact such other business matters.
Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$70.00, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 39% over the past three years.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: NT$1.69 (vs NT$2.40 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.69 (down from NT$2.40 in 3Q 2022). Revenue: NT$2.24b (down 11% from 3Q 2022). Net income: NT$279.0m (down 29% from 3Q 2022). Profit margin: 12% (down from 16% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Aug 19+ 1 more updateLelon Electronics Corp. Announces Change of the Chairperson of the BoardLelon Electronics Corp. announced change of the Chairperson of the Board. Name of the previous position holder: T. C. Wu; Resume of the previous position holder: Chairperson of Lelon Electronics Corp. Name of the new position holder: Jimmy Wu; Resume of the new position holder: General manager and director of Lelon Electronics Corp. Effective date of the new appointment is August 18, 2023.
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: NT$1.35 (vs NT$2.27 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.35 (down from NT$2.27 in 2Q 2022). Revenue: NT$2.28b (down 20% from 2Q 2022). Net income: NT$222.1m (down 40% from 2Q 2022). Profit margin: 9.8% (down from 13% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 10Upcoming dividend of NT$3.49 per share at 6.0% yieldEligible shareholders must have bought the stock before 17 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (4.1%).
お知らせ • Jul 27Lelon Electronics Corp. Announces Distribution of Cash Dividend, Payable on September 15, 2023Lelon Electronics Corp. announced distribution of cash dividend. Type of ex-rights or ex-dividend: Ex-dividend. Type and monetary amount of dividend distribution: Common stock cash dividend TWD 574,839,815. Ex-rights (ex-dividend) trading date: August 17, 2023. Ex-rights (ex-dividend) record date: August 25, 2023. Payment date of cash dividend distribution: September 15, 2023.
Reported Earnings • Mar 28Full year 2022 earnings released: EPS: NT$7.53 (vs NT$6.12 in FY 2021)Full year 2022 results: EPS: NT$7.53 (up from NT$6.12 in FY 2021). Revenue: NT$10.3b (up 3.9% from FY 2021). Net income: NT$1.23b (up 25% from FY 2021). Profit margin: 12% (up from 9.9% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 4 independent directors (5 non-independent directors). President & Director Jimmy Wu is the most experienced director on the board, commencing their role in 2022. Independent Director Samuel Kuo was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$2.40 (vs NT$1.68 in 3Q 2021)Third quarter 2022 results: EPS: NT$2.40 (up from NT$1.68 in 3Q 2021). Revenue: NT$2.52b (down 6.3% from 3Q 2021). Net income: NT$392.7m (up 44% from 3Q 2021). Profit margin: 16% (up from 10% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 12Lelon Electronics Corp. announced that it expects to receive TWD 0.48075 million in fundingLelon Electronics Corp. announced that it will issue 48,075 common shares at an issue price of TWD 10 per share for gross proceeds of TWD 480,750 in a round of funding on November 10, 2022. The transaction has been approved by the board of directors of the company.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$50.90, the stock trades at a trailing P/E ratio of 7x. Average trailing P/E is 10x in the Electronic industry in Taiwan. Total returns to shareholders of 34% over the past three years.
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: NT$2.27 (vs NT$1.55 in 2Q 2021)Second quarter 2022 results: EPS: NT$2.27 (up from NT$1.55 in 2Q 2021). Revenue: NT$2.86b (up 17% from 2Q 2021). Net income: NT$371.4m (up 51% from 2Q 2021). Profit margin: 13% (up from 10% in 2Q 2021). The increase in margin was driven by higher revenue. 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 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 11+ 1 more updateLelon Electronics Corp. Resolves to Establish the Sustainable Development CommitteeLelon Electronics Corp. resolved to establish the Sustainable Development Committee with Samuel Kuo (Independent Director); Jimmy Wu (;Director & President); and David Wang (VP) as members, effective August 10, 2022.
Upcoming Dividend • Jul 26Upcoming dividend of NT$3.20 per shareEligible shareholders must have bought the stock before 02 August 2022. Payment date: 29 August 2022. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 5.8%. Lower than top quartile of Taiwanese dividend payers (6.6%). Higher than average of industry peers (4.6%).
お知らせ • Jul 05Lelon Electronics Corp. Announces Distribution of Cash Dividend, Payable on August 29, 2022Lelon Electronics Corp. announced distribution of cash dividend. Type and monetary amount of dividend distribution: Common stock cash dividend TWD 522,812,246. Ex-rights (Ex-dividend) date is August 2, 2022. Last date before book closure is August 3, 2022. Book closure starting date is August 4, 2022. Book closure ending date is August 28, 2022. Ex-rights (Ex-dividend) record date is August 8, 2022. Payment date of cash dividend distribution is August 29, 2022.
お知らせ • Jun 30+ 1 more updateLelon Electronics Corp. Announces Appointment of the 1st Audit Committee MembersLelon Electronics Corp. announced appointment of the 1st Audit Committee members. Name of the previous position holder: N/A. Resume of the previous position holder: N/A. Name of the new position holder: Jimmy Ou Chi-Wei Lin C. Y. Wei Samuel Kuo. Resume of the new position holder: Jimmy Ou: Chairman of Universal Microelectronics Co. Ltd. Chi-Wei Lin: was a partner of EY Accounting firm C. Y. Wei: Chairman of Universal Global Scientific Industrial Co. Ltd. Samuel Kuo: Chairman of TY-OHM ELECTRONIC WORKS CO., LTD. Effective date of the new member is June 29, 2022.
Reported Earnings • May 17First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$1.68 (up from NT$1.27 in 1Q 2021). Revenue: NT$2.57b (up 21% from 1Q 2021). Net income: NT$273.3m (up 37% from 1Q 2021). Profit margin: 11% (up from 9.4% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) exceeded analyst estimates by 17%. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS NT$1.68 (vs NT$1.66 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: NT$2.69b (up 30% from 3Q 2020). Net income: NT$272.2m (up 25% from 3Q 2020). Profit margin: 10% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.
Upcoming Dividend • Aug 25Upcoming dividend of NT$2.94 per shareEligible shareholders must have bought the stock before 01 September 2021. Payment date: 24 September 2021. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (3.2%).
Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS NT$1.55 (vs NT$1.62 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: NT$2.45b (up 20% from 2Q 2020). Net income: NT$246.3m (up 18% from 2Q 2020). Profit margin: 10% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.
Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$1.27 (vs NT$0.92 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.13b (up 36% from 1Q 2020). Net income: NT$199.3m (up 68% from 1Q 2020). Profit margin: 9.4% (up from 7.6% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.
分析記事 • Mar 26Lelon Electronics' (TPE:2472) Returns On Capital Are Heading HigherFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Mar 25Full year 2020 earnings released: EPS NT$5.13 (vs NT$3.35 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$7.82b (up 11% from FY 2019). Net income: NT$678.2m (up 57% from FY 2019). Profit margin: 8.7% (up from 6.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Mar 09Read This Before Buying Lelon Electronics Corp. (TPE:2472) For Its DividendIs Lelon Electronics Corp. ( TPE:2472 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$78.90, the stock is trading at a trailing P/E ratio of 15.8x, up from the previous P/E ratio of 13.7x. This compares to an average P/E of 19x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 62%.
Is New 90 Day High Low • Feb 22New 90-day high: NT$78.90The company is up 34% from its price of NT$58.80 on 24 November 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 23% over the same period.
分析記事 • Feb 19Shareholders Of Lelon Electronics (TPE:2472) Must Be Happy With Their 166% Total ReturnThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on a lighter note, a...
分析記事 • Feb 04We Think Lelon Electronics (TPE:2472) Can Manage Its Debt With EaseHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Jan 20Should You Rely On Lelon Electronics's (TPE:2472) Earnings Growth?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. However...
Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$73.20, the stock is trading at a trailing P/E ratio of 14.7x, up from the previous P/E ratio of 12.7x. This compares to an average P/E of 18x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 35%.
Is New 90 Day High Low • Jan 07New 90-day high: NT$66.00The company is up 25% from its price of NT$53.00 on 08 October 2020. The Taiwanese market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 20% over the same period.
分析記事 • Jan 05Lelon Electronics Corp.'s (TPE:2472) Stock Has Seen Strong Momentum: Does That Call For Deeper Study Of Its Financial Prospects?Lelon Electronics (TPE:2472) has had a great run on the share market with its stock up by a significant 21% over the...
分析記事 • Dec 21Will the Promising Trends At Lelon Electronics (TPE:2472) Continue?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Is New 90 Day High Low • Dec 08New 90-day high: NT$63.30The company is up 14% from its price of NT$55.50 on 09 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 12% over the same period.
分析記事 • Dec 06Would Lelon Electronics Corp. (TPE:2472) Be Valuable To Income Investors?Is Lelon Electronics Corp. ( TPE:2472 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
分析記事 • Nov 20Lelon Electronics (TPE:2472) Has Gifted Shareholders With A Fantastic 158% Total Return On Their InvestmentThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a...
Is New 90 Day High Low • Nov 20New 90-day high: NT$58.20The company is up 1.0% from its price of NT$57.40 on 21 August 2020. The Taiwanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period.
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$1.66The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$2.07b (up 18% from 3Q 2019). Net income: NT$217.9m (up 113% from 3Q 2019). Profit margin: 11% (up from 5.9% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.