Wah Lee Industrial(3010)株式概要華李実業股份有限公司は、台湾で素材、エンジニアリング・プラスチック、機能性プラスチック、半導体プロセス材料、プリント回路基板の製造を行っている。 詳細3010 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績4/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より51.9%で取引されている 過去1年間で収益は4.7%増加しました 3.84%の安定した配当金を支払う リスク分析過去5年間で収益は年間3.5%減少しました。 すべてのリスクチェックを見る3010 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$138.0074.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture098b2016201920222025202620282031Revenue NT$98.3bEarnings NT$2.9bAdvancedSet Fair ValueView all narrativesWah Lee Industrial Corporation 競合他社Chang Wah ElectromaterialsSymbol: TWSE:8070Market cap: NT$31.6bNichidenboSymbol: TWSE:3090Market cap: NT$61.8bSupreme ElectronicsSymbol: TWSE:8112Market cap: NT$45.0bWeikeng IndustrialSymbol: TWSE:3033Market cap: NT$25.9b価格と性能株価の高値、安値、推移の概要Wah Lee Industrial過去の株価現在の株価NT$138.0052週高値NT$151.0052週安値NT$86.30ベータ0.451ヶ月の変化-0.36%3ヶ月変化n/a1年変化40.10%3年間の変化59.91%5年間の変化82.33%IPOからの変化64.42%最新ニュースReported Earnings • May 18First quarter 2026 earnings released: EPS: NT$2.00 (vs NT$1.94 in 1Q 2025)First quarter 2026 results: EPS: NT$2.00 (up from NT$1.94 in 1Q 2025). Revenue: NT$21.8b (up 17% from 1Q 2025). Net income: NT$642.0m (up 28% from 1Q 2025). Profit margin: 2.9% (up from 2.7% in 1Q 2025). 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 but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 27Full year 2025 earnings released: EPS: NT$8.84 (vs NT$8.90 in FY 2024)Full year 2025 results: EPS: NT$8.84. Revenue: NT$78.2b (down 2.3% from FY 2024). Net income: NT$2.29b (up 1.8% from FY 2024). Profit margin: 2.9% (up from 2.8% in FY 2024). The increase in margin was driven by lower expenses.お知らせ • Feb 06Wah Lee Industrial Corporation, Annual General Meeting, May 26, 2026Wah Lee Industrial Corporation, Annual General Meeting, May 26, 2026. Location: 5 floor no,211, chung cheng 4th rd., cianjin district, kaohsiung city Taiwanお知らせ • Jan 01Wah Lee Industrial Corporation (TWSE:3010) acquired 51% stake in Jing De Gases Co., Ltd. for approximately TWD 560 million.Wah Lee Industrial Corporation (TWSE:3010) acquired 51% stake in Jing De Gases Co., Ltd. for approximately TWD 560 million on December 30, 2025. Under the terms of the acquisition, TWD 80.8823 in cash per share or a total value of TWD 561 million ($17.94 million)will be paid by Wah Lee Industrial Corporation. The transaction will be financed through self funds of Wah Lee Industrial Corporation. Wah Lee Industrial Corporation (TWSE:3010) completed the acquisition of 51% stake in Jing De Gases Co., Ltd. on December 30, 2025.Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$2.69 (vs NT$2.75 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.69 (down from NT$2.75 in 3Q 2024). Revenue: NT$19.3b (down 9.7% from 3Q 2024). Net income: NT$698.8m (down 1.9% from 3Q 2024). Profit margin: 3.6% (up from 3.3% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: NT$1.65 (vs NT$2.29 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.65 (down from NT$2.29 in 2Q 2024). Revenue: NT$20.2b (down 4.4% from 2Q 2024). Net income: NT$426.9m (down 27% from 2Q 2024). Profit margin: 2.1% (down from 2.7% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.最新情報をもっと見るRecent updatesReported Earnings • May 18First quarter 2026 earnings released: EPS: NT$2.00 (vs NT$1.94 in 1Q 2025)First quarter 2026 results: EPS: NT$2.00 (up from NT$1.94 in 1Q 2025). Revenue: NT$21.8b (up 17% from 1Q 2025). Net income: NT$642.0m (up 28% from 1Q 2025). Profit margin: 2.9% (up from 2.7% in 1Q 2025). 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 but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 27Full year 2025 earnings released: EPS: NT$8.84 (vs NT$8.90 in FY 2024)Full year 2025 results: EPS: NT$8.84. Revenue: NT$78.2b (down 2.3% from FY 2024). Net income: NT$2.29b (up 1.8% from FY 2024). Profit margin: 2.9% (up from 2.8% in FY 2024). The increase in margin was driven by lower expenses.お知らせ • Feb 06Wah Lee Industrial Corporation, Annual General Meeting, May 26, 2026Wah Lee Industrial Corporation, Annual General Meeting, May 26, 2026. Location: 5 floor no,211, chung cheng 4th rd., cianjin district, kaohsiung city Taiwanお知らせ • Jan 01Wah Lee Industrial Corporation (TWSE:3010) acquired 51% stake in Jing De Gases Co., Ltd. for approximately TWD 560 million.Wah Lee Industrial Corporation (TWSE:3010) acquired 51% stake in Jing De Gases Co., Ltd. for approximately TWD 560 million on December 30, 2025. Under the terms of the acquisition, TWD 80.8823 in cash per share or a total value of TWD 561 million ($17.94 million)will be paid by Wah Lee Industrial Corporation. The transaction will be financed through self funds of Wah Lee Industrial Corporation. Wah Lee Industrial Corporation (TWSE:3010) completed the acquisition of 51% stake in Jing De Gases Co., Ltd. on December 30, 2025.Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$2.69 (vs NT$2.75 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.69 (down from NT$2.75 in 3Q 2024). Revenue: NT$19.3b (down 9.7% from 3Q 2024). Net income: NT$698.8m (down 1.9% from 3Q 2024). Profit margin: 3.6% (up from 3.3% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: NT$1.65 (vs NT$2.29 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.65 (down from NT$2.29 in 2Q 2024). Revenue: NT$20.2b (down 4.4% from 2Q 2024). Net income: NT$426.9m (down 27% from 2Q 2024). Profit margin: 2.1% (down from 2.7% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Upcoming Dividend • Jun 16Upcoming dividend of NT$5.30 per shareEligible shareholders must have bought the stock before 23 June 2025. Payment date: 18 July 2025. Payout ratio is a comfortable 56% and the cash payout ratio is 87%. Trailing yield: 5.0%. Lower than top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (3.3%).お知らせ • May 30Wah Lee Industrial Corporation Announces Dividend Distribution for 2024, Payable on July 18, 2025Wah Lee Industrial Corporation at board of directors or shareholders meeting held on May 27, 2025 approved Type and monetary amount of common stock dividend distribution: TWD 1,375,015,131. Ex-rights (ex-dividend) trading date: June 29, 2025; Ex-rights (ex-dividend) record date: June 29, 2025; Payment date of common stock cash dividend distribution: July 18, 2025.Reported Earnings • May 16First quarter 2025 earnings released: EPS: NT$1.94 (vs NT$1.80 in 1Q 2024)First quarter 2025 results: EPS: NT$1.94 (up from NT$1.80 in 1Q 2024). Revenue: NT$18.6b (up 7.8% from 1Q 2024). Net income: NT$503.5m (up 16% from 1Q 2024). Profit margin: 2.7% (up from 2.5% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • May 01Wah Lee Industrial Corporation to Report Q1, 2025 Results on May 08, 2025Wah Lee Industrial Corporation announced that they will report Q1, 2025 results on May 08, 2025Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to NT$79.50, the stock trades at a trailing P/E ratio of 9.2x. Average forward P/E is 12x in the Electronic industry in Taiwan. Total loss to shareholders of 11% over the past three years.分析記事 • Apr 01We Think That There Are Some Issues For Wah Lee Industrial (TWSE:3010) Beyond Its Promising EarningsWah Lee Industrial Corporation's ( TWSE:3010 ) healthy profit numbers didn't contain any surprises for investors. We...Reported Earnings • Mar 27Full year 2024 earnings released: EPS: NT$8.89 (vs NT$8.96 in FY 2023)Full year 2024 results: EPS: NT$8.89. Revenue: NT$80.0b (up 20% from FY 2023). Net income: NT$2.25b (up 6.6% from FY 2023). Profit margin: 2.8% (down from 3.2% in FY 2023). The decrease in margin was driven by higher expenses.お知らせ • Mar 13Wah Lee Industrial Corporation Proposes Dividend for the Year Ended December 31, 2024Wah Lee Industrial Corporation proposed appropriation of earnings in cash dividend for the year ended December 31, 2024. Total amount of cash distributed to shareholders is TWD 1,297,184,085. Appropriations of earnings in cash dividends to shareholders TWD 5 per share.お知らせ • Mar 05Wah Lee Industrial Corporation to Report Fiscal Year 2024 Results on Mar 12, 2025Wah Lee Industrial Corporation announced that they will report fiscal year 2024 results on Mar 12, 2025お知らせ • Feb 20Wah Lee Industrial Corporation, Annual General Meeting, May 27, 2025Wah Lee Industrial Corporation, Annual General Meeting, May 27, 2025. Location: 5 floor no,211, chung cheng 4th rd., cianjin district, kaohsiung city Taiwan分析記事 • Jan 13These 4 Measures Indicate That Wah Lee Industrial (TWSE:3010) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$2.75 (vs NT$3.02 in 3Q 2023)Third quarter 2024 results: EPS: NT$2.75. Revenue: NT$21.4b (up 13% from 3Q 2023). Net income: NT$712.4m (flat on 3Q 2023). Profit margin: 3.3% (down from 3.7% in 3Q 2023). The decrease in margin was driven by higher expenses.お知らせ • Nov 02Wah Lee Industrial Corporation to Report Q3, 2024 Results on Nov 08, 2024Wah Lee Industrial Corporation announced that they will report Q3, 2024 results on Nov 08, 2024分析記事 • Sep 25Wah Lee Industrial (TWSE:3010) Hasn't Managed To Accelerate Its ReturnsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...分析記事 • Aug 20Solid Earnings May Not Tell The Whole Story For Wah Lee Industrial (TWSE:3010)The stock price didn't jump after Wah Lee Industrial Corporation ( TWSE:3010 ) posted decent earnings last week. Our...Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: NT$2.29 (vs NT$2.92 in 2Q 2023)Second quarter 2024 results: EPS: NT$2.29 (down from NT$2.92 in 2Q 2023). Revenue: NT$21.2b (up 31% from 2Q 2023). Net income: NT$581.3m (down 16% from 2Q 2023). Profit margin: 2.7% (down from 4.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Aug 07Wah Lee Industrial Corporation Announces Appointment of Huang, Lu-Hui as Designated Representative of the Juristic Person DirectorWah Lee Industrial Corporation announced that the appointment of Huang, Lu-Hui as designated representative of the juristic person director. Resume of the new position holder: Special Assistant to Chairman,Wah Lee Industrial Corp. Reason for the change: Juristic person director appointed a representative. Effective date of the new appointment: August 6, 2024.お知らせ • Aug 02Wah Lee Industrial Corporation to Report Q2, 2024 Results on Aug 08, 2024Wah Lee Industrial Corporation announced that they will report Q2, 2024 results on Aug 08, 2024Upcoming Dividend • Jul 17Upcoming dividend of NT$4.95 per shareEligible shareholders must have bought the stock before 24 July 2024. Payment date: 15 August 2024. Payout ratio is a comfortable 52% and the cash payout ratio is 99%. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.5%).分析記事 • Jul 01Is Wah Lee Industrial (TWSE:3010) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...New Risk • Jun 12New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$1.80 (vs NT$1.22 in 1Q 2023)First quarter 2024 results: EPS: NT$1.80 (up from NT$1.22 in 1Q 2023). Revenue: NT$17.3b (up 20% from 1Q 2023). Net income: NT$432.7m (up 50% from 1Q 2023). Profit margin: 2.5% (up from 2.0% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.お知らせ • May 02Wah Lee Industrial Corporation to Report Q1, 2024 Results on May 09, 2024Wah Lee Industrial Corporation announced that they will report Q1, 2024 results on May 09, 2024Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$131, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 96% over the past three years.Reported Earnings • Mar 28Full year 2023 earnings released: EPS: NT$8.96 (vs NT$10.53 in FY 2022)Full year 2023 results: EPS: NT$8.96 (down from NT$10.53 in FY 2022). Revenue: NT$66.8b (down 9.2% from FY 2022). Net income: NT$2.11b (down 15% from FY 2022). Profit margin: 3.2% (down from 3.4% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% 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 • Feb 01+ 1 more updateWah Lee Industrial Corporation, Annual General Meeting, May 28, 2024Wah Lee Industrial Corporation, Annual General Meeting, May 28, 2024. Location: 5th F., No.211, Chung Cheng 4th Rd Kaoshiung Taiwan Agenda: To consider to discuss report the business of 2023; to consider 2023 Audit Committee's review report; to consider report the distribution of employees' and Directors' compensation of 2023; to consider report earnings distribution in cash dividends of 2023; to consider to report the Status of Endorsement and Guarantee of 2023; to consider to report the Status of Loaning of Company Funds of 2023; to consider to report the implementation of Investments in the PRC of 2023; and to consider other business matters.お知らせ • Sep 02Wah Lee Industrial Corporation Announces Resignation of Chen Chun-Yin as DirectorWah Lee Industrial Corporation announced the resignation of Chen Chun-Yin as director. Resume of the previous position holder: Director, Wah Lee Industrial Corp. Reason for the change: Personal career planning. Date of occurrence of the change is September 01, 2023.Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: NT$2.92 (vs NT$2.78 in 2Q 2022)Second quarter 2023 results: EPS: NT$2.92 (up from NT$2.78 in 2Q 2022). Revenue: NT$16.2b (down 12% from 2Q 2022). Net income: NT$689.5m (up 5.0% from 2Q 2022). Profit margin: 4.3% (up from 3.6% in 2Q 2022). The increase in margin was driven by lower expenses. 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 14% per year.Upcoming Dividend • Jun 22Upcoming dividend of NT$6.10 per share at 6.9% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 21 July 2023. Payout ratio is a comfortable 58% and the cash payout ratio is 85%. Trailing yield: 6.9%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (4.2%).お知らせ • Jun 01+ 1 more updateWah Lee Industrial Corporation Approves Board ChangesWah Lee Industrial Corporation appointed Chang Ji-Nan and Ku Yuan-Kuang in the place of Lin Chi-Hai, Lin Shu-Chen to the board of directors, effective date of the new appointment is May 30, 2023.お知らせ • May 31+ 1 more updateWah Lee Industrial Corporation Announces Board ChangesWah Lee Industrial Corporation announced the term of the Chen Chun-Yin as Vice Chairman has expired on May 30, 2023. The company appointed Chang Tsuen-Hsien as Chairman in the place of Chang Ray-Ching as Chairman, Effective date of the new appointment is May 30, 2023.Reported Earnings • Mar 30Full year 2022 earnings released: EPS: NT$10.53 (vs NT$12.05 in FY 2021)Full year 2022 results: EPS: NT$10.53 (down from NT$12.05 in FY 2021). Revenue: NT$73.6b (up 4.3% from FY 2021). Net income: NT$2.48b (down 13% from FY 2021). Profit margin: 3.4% (down from 4.0% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 23% per year.お知らせ • Jan 06Wah Lee Industrial Corporation, Annual General Meeting, May 30, 2023Wah Lee Industrial Corporation, Annual General Meeting, May 30, 2023. Location: 5F., No. 230, Chung Cheng 4th Rd., (Room. 501, TAIWAN ACADEMY of BANKING AND FINANCE SOUTHERN SERVICE CENTER) Kaohsiung Taiwan Agenda: To report the business of 2022; to consider 2022 Audit Committee's review report; to report the distribution of employees' and Directors' compensation of 2022; to report earnings distribution in cash dividends of 2022; to report the Status of Endorsement and Guarantee of 2022; to report the Status of Loaning of Company Funds of 2022; to report the implementation of Investments in the PRC of 2022; and to consider other matters if any.お知らせ • Nov 26+ 1 more updateWah Lee Industrial Corporation Announces Resignation of Chen Ru Zhong as Audit CommitteeWah Lee Industrial Corporation announced resignation of Chen Ru Zhong as Audit committee.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Ru Zhong Chen 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. Insufficient board refreshment.お知らせ • Nov 11Wah Lee Industrial Corporation Announces Establishment of Sustainable Development CommitteeWah Lee Industrial Corporation announced the establishment of Sustainable Development Committee and appointed committee members approved by the board of directors. Name of the new position holder: Chang Ray-Ching; BShyu So-De; BWang Yea-Kang. Resume of the new position holder: Chang Ray-Ching: The company's Chairman; Shyu So-De: The company's Independent Director; Wang Yea-Kang: The company's Independent Director. Effective date of the new members is November 9, 2022.Buying Opportunity • Oct 13Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.9%. The fair value is estimated to be NT$101, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 30%.Buying Opportunity • Sep 26Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 3.3%. The fair value is estimated to be NT$111, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 30%.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$2.78 (vs NT$2.71 in 2Q 2021)Second quarter 2022 results: EPS: NT$2.78 (up from NT$2.71 in 2Q 2021). Revenue: NT$18.3b (up 8.7% from 2Q 2021). Net income: NT$656.7m (up 2.5% from 2Q 2021). Profit margin: 3.6% (down from 3.8% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$80.20, the stock trades at a trailing P/E ratio of 6.3x. Average trailing P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 89% over the past three years.Buying Opportunity • Jun 28Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be NT$112, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 28%.Upcoming Dividend • Jun 20Upcoming dividend of NT$6.80 per shareEligible shareholders must have bought the stock before 27 June 2022. Payment date: 21 July 2022. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 7.0%. Within top quartile of Taiwanese dividend payers (6.2%). Higher than average of industry peers (4.5%).お知らせ • May 28Wah Lee Industrial Corporation Elects Chen Ru Zhong as Independent DirectorWah Lee Industrial Corporation elected Chen Ru Zhong as Independent director, effective May 27, 2022.Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$3.26 (vs NT$2.53 in 1Q 2021)First quarter 2022 results: EPS: NT$3.26 (up from NT$2.53 in 1Q 2021). Revenue: NT$19.5b (up 20% from 1Q 2021). Net income: NT$768.3m (up 29% from 1Q 2021). Profit margin: 3.9% (up from 3.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 24% per year.Buying Opportunity • May 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.9%. The fair value is estimated to be NT$125, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%.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. 2 experienced directors. 6 highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director So-De Shyu was the last independent director to join the board, commencing their role in 2017. 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 02Full year 2021 earnings released: EPS: NT$12.05 (vs NT$7.88 in FY 2020)Full year 2021 results: EPS: NT$12.05 (up from NT$7.88 in FY 2020). Revenue: NT$70.5b (up 19% from FY 2020). Net income: NT$2.84b (up 53% from FY 2020). Profit margin: 4.0% (up from 3.1% in FY 2020). 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 whereas the company’s share price has increased by 28% per year.お知らせ • Feb 22Wah Lee Industrial Corp., Annual General Meeting, May 27, 2022Wah Lee Industrial Corp., Annual General Meeting, May 27, 2022.Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$105, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 153% over the past three years.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$3.57 (vs NT$2.69 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$18.8b (up 16% from 3Q 2020). Net income: NT$842.0m (up 32% from 3Q 2020). Profit margin: 4.5% (up from 3.9% in 3Q 2020). The increase in margin was driven by higher revenue. 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 21% per year.Executive Departure • Sep 17Independent Director Hau-Min Chu has left the companyOn the 16th of September, Hau-Min Chu's tenure as Independent Director ended after 19.3 years in the role. We don't have any record of a personal shareholding under Hau-Min's name. Hau-Min is the only executive to leave the company over the last 12 months.Upcoming Dividend • Aug 26Upcoming dividend of NT$4.40 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 24 September 2021. Trailing yield: 5.0%. Lower than top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (3.2%).Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS NT$2.77 (vs NT$1.91 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$16.9b (up 14% from 2Q 2020). Net income: NT$640.5m (up 45% from 2Q 2020). Profit margin: 3.8% (up from 3.0% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 15% per year.Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$2.58 (vs NT$1.49 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$16.3b (up 32% from 1Q 2020). Net income: NT$597.2m (up 74% from 1Q 2020). Profit margin: 3.7% (up from 2.8% 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 13% per year whereas the company’s share price has increased by 10% per year.分析記事 • Apr 17Wah Lee Industrial's (TPE:3010) Returns Have Hit A WallWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • Apr 01Full year 2020 earnings released: EPS NT$8.03 (vs NT$6.12 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$59.1b (up 8.0% from FY 2019). Net income: NT$1.86b (up 31% from FY 2019). Profit margin: 3.1% (up from 2.6% 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 8% per year whereas the company’s share price has increased by 13% per year.分析記事 • Mar 17Here's How We Evaluate Wah Lee Industrial Corp.'s (TPE:3010) DividendDividend paying stocks like Wah Lee Industrial Corp. ( TPE:3010 ) tend to be popular with investors, and for good...分析記事 • Mar 02We Think Wah Lee Industrial (TPE:3010) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Feb 15With EPS Growth And More, Wah Lee Industrial (TPE:3010) Is InterestingIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...分析記事 • Jan 31Wah Lee Industrial (TPE:3010) Has Gifted Shareholders With A Fantastic 131% Total Return On Their InvestmentWhen you buy and hold a stock for the long term, you definitely want it to provide a positive return. But more than...お知らせ • Jan 27Wah Lee Industrial Corp., Annual General Meeting, May 28, 2021Wah Lee Industrial Corp., Annual General Meeting, May 28, 2021. Location: 279, Liu-Her 2nd Rd. Cianjin District Kaohsiung Taiwan Agenda: To report the business of 2020; to consider 2020 Audit Committee's review report; to report the distribution of employees' and Directors' compensation; to report the Status of Endorsement and Guarantee of 2020; to report the Status of Loaning of Company Funds of 2020; to report the implementation of Investments in the PRC of 2020; and to consider other matters.Is New 90 Day High Low • Jan 25New 90-day high: NT$83.00The company is up 29% from its price of NT$64.40 on 27 October 2020. The Taiwanese market is up 23% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 27% over the same period.分析記事 • Jan 16Our Take On The Returns On Capital At Wah Lee Industrial (TPE:3010)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...分析記事 • Dec 31Are Strong Financial Prospects The Force That Is Driving The Momentum In Wah Lee Industrial Corp.'s TPE:3010) Stock?Most readers would already be aware that Wah Lee Industrial's (TPE:3010) stock increased significantly by 36% over the...分析記事 • Dec 16Is Wah Lee Industrial Corp.'s (TPE:3010) 4.2% Dividend Worth Your Time?Could Wah Lee Industrial Corp. ( TPE:3010 ) be an attractive dividend share to own for the long haul? Investors are...Is New 90 Day High Low • Dec 09New 90-day high: NT$78.10The company is up 38% from its price of NT$56.80 on 10 September 2020. The Taiwanese market is up 13% 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 01Is Wah Lee Industrial (TPE:3010) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyst Estimate Surprise Post Earnings • Nov 22Revenue beats expectationsRevenue exceeded analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 5.2%, compared to a 12% growth forecast for the Electronic industry in Taiwan.Reported Earnings • Nov 22Third quarter 2020 earnings released: EPS NT$2.75The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$16.2b (up 11% from 3Q 2019). Net income: NT$635.9m (up 42% from 3Q 2019). Profit margin: 3.9% (up from 3.1% in 3Q 2019). 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 whereas the company’s share price has increased by 9% per year.Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 16% share price gain to NT$75.00, the stock is trading at a trailing P/E ratio of 10x, up from the previous P/E ratio of 8.7x. This compares to an average P/E of 16x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 59%.Reported Earnings • Nov 16Third quarter 2020 earnings released: EPS NT$2.75The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$16.2b (up 11% from 3Q 2019). Net income: NT$635.9m (up 42% from 3Q 2019). Profit margin: 3.9% (up from 3.1% in 3Q 2019). 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 whereas the company’s share price has increased by 8% per year.Analyst Estimate Surprise Post Earnings • Nov 16Revenue beats expectationsRevenue exceeded analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 5.2%, compared to a 11% growth forecast for the Electronic industry in Taiwan.Is New 90 Day High Low • Nov 13New 90-day high: NT$66.70The company is up 11% from its price of NT$60.10 on 14 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 2.0% over the same period.Is New 90 Day High Low • Oct 26New 90-day high: NT$64.50The company is up 18% from its price of NT$54.60 on 28 July 2020. The Taiwanese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is flat over the same period.株主還元3010TW ElectronicTW 市場7D7.4%0.5%-1.2%1Y40.1%186.8%90.3%株主還元を見る業界別リターン: 3010過去 1 年間で186.8 % の収益を上げたTW Electronic業界を下回りました。リターン対市場: 3010は、過去 1 年間で90.3 % のリターンを上げたTW市場を下回りました。価格変動Is 3010's price volatile compared to industry and market?3010 volatility3010 Average Weekly Movement6.4%Electronic Industry Average Movement8.5%Market Average Movement6.2%10% most volatile stocks in TW Market12.3%10% least volatile stocks in TW Market2.5%安定した株価: 3010 、 TW市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 3010の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト1968n/aTsuen-Hsien Changwww.wahlee.com華李実業股份有限公司は、台湾で素材、エンジニアリング・プラスチック、機能性プラスチック、半導体プロセス材料、プリント基板の製造を行っている。また、エンジニアリング機器、オプトエレクトロニクス製品、電子機械部品、工業材料など様々な製品の輸出入も行っている。さらに、プラスチック原料や高機能複合材料のエンジニアリング、合成樹脂、工業用プラスチック、金型機械設備、化学材料の製造、太陽光発電事業にも取り組んでいる。華李実業股份有限公司は1957年に設立され、台湾の高雄に本社を置く。もっと見るWah Lee Industrial Corporation 基礎のまとめWah Lee Industrial の収益と売上を時価総額と比較するとどうか。3010 基礎統計学時価総額NT$35.80b収益(TTM)NT$2.43b売上高(TTM)NT$81.43b14.7xPER(株価収益率0.4xP/Sレシオ3010 は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計3010 損益計算書(TTM)収益NT$81.43b売上原価NT$74.73b売上総利益NT$6.70bその他の費用NT$4.27b収益NT$2.43b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)9.38グロス・マージン8.23%純利益率2.99%有利子負債/自己資本比率51.2%3010 の長期的なパフォーマンスは?過去の実績と比較を見る配当金3.8%現在の配当利回り47%配当性向View Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/22 21:15終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Wah Lee Industrial Corporation 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。4 アナリスト機関Stefan ChangMacquarie ResearchJianzhang SuMasterlink Securities Investment AdvisoryAeiou ChenSinoPac Securities Investment Service1 その他のアナリストを表示
Reported Earnings • May 18First quarter 2026 earnings released: EPS: NT$2.00 (vs NT$1.94 in 1Q 2025)First quarter 2026 results: EPS: NT$2.00 (up from NT$1.94 in 1Q 2025). Revenue: NT$21.8b (up 17% from 1Q 2025). Net income: NT$642.0m (up 28% from 1Q 2025). Profit margin: 2.9% (up from 2.7% in 1Q 2025). 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 but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 27Full year 2025 earnings released: EPS: NT$8.84 (vs NT$8.90 in FY 2024)Full year 2025 results: EPS: NT$8.84. Revenue: NT$78.2b (down 2.3% from FY 2024). Net income: NT$2.29b (up 1.8% from FY 2024). Profit margin: 2.9% (up from 2.8% in FY 2024). The increase in margin was driven by lower expenses.
お知らせ • Feb 06Wah Lee Industrial Corporation, Annual General Meeting, May 26, 2026Wah Lee Industrial Corporation, Annual General Meeting, May 26, 2026. Location: 5 floor no,211, chung cheng 4th rd., cianjin district, kaohsiung city Taiwan
お知らせ • Jan 01Wah Lee Industrial Corporation (TWSE:3010) acquired 51% stake in Jing De Gases Co., Ltd. for approximately TWD 560 million.Wah Lee Industrial Corporation (TWSE:3010) acquired 51% stake in Jing De Gases Co., Ltd. for approximately TWD 560 million on December 30, 2025. Under the terms of the acquisition, TWD 80.8823 in cash per share or a total value of TWD 561 million ($17.94 million)will be paid by Wah Lee Industrial Corporation. The transaction will be financed through self funds of Wah Lee Industrial Corporation. Wah Lee Industrial Corporation (TWSE:3010) completed the acquisition of 51% stake in Jing De Gases Co., Ltd. on December 30, 2025.
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$2.69 (vs NT$2.75 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.69 (down from NT$2.75 in 3Q 2024). Revenue: NT$19.3b (down 9.7% from 3Q 2024). Net income: NT$698.8m (down 1.9% from 3Q 2024). Profit margin: 3.6% (up from 3.3% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: NT$1.65 (vs NT$2.29 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.65 (down from NT$2.29 in 2Q 2024). Revenue: NT$20.2b (down 4.4% from 2Q 2024). Net income: NT$426.9m (down 27% from 2Q 2024). Profit margin: 2.1% (down from 2.7% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • May 18First quarter 2026 earnings released: EPS: NT$2.00 (vs NT$1.94 in 1Q 2025)First quarter 2026 results: EPS: NT$2.00 (up from NT$1.94 in 1Q 2025). Revenue: NT$21.8b (up 17% from 1Q 2025). Net income: NT$642.0m (up 28% from 1Q 2025). Profit margin: 2.9% (up from 2.7% in 1Q 2025). 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 but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 27Full year 2025 earnings released: EPS: NT$8.84 (vs NT$8.90 in FY 2024)Full year 2025 results: EPS: NT$8.84. Revenue: NT$78.2b (down 2.3% from FY 2024). Net income: NT$2.29b (up 1.8% from FY 2024). Profit margin: 2.9% (up from 2.8% in FY 2024). The increase in margin was driven by lower expenses.
お知らせ • Feb 06Wah Lee Industrial Corporation, Annual General Meeting, May 26, 2026Wah Lee Industrial Corporation, Annual General Meeting, May 26, 2026. Location: 5 floor no,211, chung cheng 4th rd., cianjin district, kaohsiung city Taiwan
お知らせ • Jan 01Wah Lee Industrial Corporation (TWSE:3010) acquired 51% stake in Jing De Gases Co., Ltd. for approximately TWD 560 million.Wah Lee Industrial Corporation (TWSE:3010) acquired 51% stake in Jing De Gases Co., Ltd. for approximately TWD 560 million on December 30, 2025. Under the terms of the acquisition, TWD 80.8823 in cash per share or a total value of TWD 561 million ($17.94 million)will be paid by Wah Lee Industrial Corporation. The transaction will be financed through self funds of Wah Lee Industrial Corporation. Wah Lee Industrial Corporation (TWSE:3010) completed the acquisition of 51% stake in Jing De Gases Co., Ltd. on December 30, 2025.
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$2.69 (vs NT$2.75 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.69 (down from NT$2.75 in 3Q 2024). Revenue: NT$19.3b (down 9.7% from 3Q 2024). Net income: NT$698.8m (down 1.9% from 3Q 2024). Profit margin: 3.6% (up from 3.3% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: NT$1.65 (vs NT$2.29 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.65 (down from NT$2.29 in 2Q 2024). Revenue: NT$20.2b (down 4.4% from 2Q 2024). Net income: NT$426.9m (down 27% from 2Q 2024). Profit margin: 2.1% (down from 2.7% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jun 16Upcoming dividend of NT$5.30 per shareEligible shareholders must have bought the stock before 23 June 2025. Payment date: 18 July 2025. Payout ratio is a comfortable 56% and the cash payout ratio is 87%. Trailing yield: 5.0%. Lower than top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (3.3%).
お知らせ • May 30Wah Lee Industrial Corporation Announces Dividend Distribution for 2024, Payable on July 18, 2025Wah Lee Industrial Corporation at board of directors or shareholders meeting held on May 27, 2025 approved Type and monetary amount of common stock dividend distribution: TWD 1,375,015,131. Ex-rights (ex-dividend) trading date: June 29, 2025; Ex-rights (ex-dividend) record date: June 29, 2025; Payment date of common stock cash dividend distribution: July 18, 2025.
Reported Earnings • May 16First quarter 2025 earnings released: EPS: NT$1.94 (vs NT$1.80 in 1Q 2024)First quarter 2025 results: EPS: NT$1.94 (up from NT$1.80 in 1Q 2024). Revenue: NT$18.6b (up 7.8% from 1Q 2024). Net income: NT$503.5m (up 16% from 1Q 2024). Profit margin: 2.7% (up from 2.5% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • May 01Wah Lee Industrial Corporation to Report Q1, 2025 Results on May 08, 2025Wah Lee Industrial Corporation announced that they will report Q1, 2025 results on May 08, 2025
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to NT$79.50, the stock trades at a trailing P/E ratio of 9.2x. Average forward P/E is 12x in the Electronic industry in Taiwan. Total loss to shareholders of 11% over the past three years.
分析記事 • Apr 01We Think That There Are Some Issues For Wah Lee Industrial (TWSE:3010) Beyond Its Promising EarningsWah Lee Industrial Corporation's ( TWSE:3010 ) healthy profit numbers didn't contain any surprises for investors. We...
Reported Earnings • Mar 27Full year 2024 earnings released: EPS: NT$8.89 (vs NT$8.96 in FY 2023)Full year 2024 results: EPS: NT$8.89. Revenue: NT$80.0b (up 20% from FY 2023). Net income: NT$2.25b (up 6.6% from FY 2023). Profit margin: 2.8% (down from 3.2% in FY 2023). The decrease in margin was driven by higher expenses.
お知らせ • Mar 13Wah Lee Industrial Corporation Proposes Dividend for the Year Ended December 31, 2024Wah Lee Industrial Corporation proposed appropriation of earnings in cash dividend for the year ended December 31, 2024. Total amount of cash distributed to shareholders is TWD 1,297,184,085. Appropriations of earnings in cash dividends to shareholders TWD 5 per share.
お知らせ • Mar 05Wah Lee Industrial Corporation to Report Fiscal Year 2024 Results on Mar 12, 2025Wah Lee Industrial Corporation announced that they will report fiscal year 2024 results on Mar 12, 2025
お知らせ • Feb 20Wah Lee Industrial Corporation, Annual General Meeting, May 27, 2025Wah Lee Industrial Corporation, Annual General Meeting, May 27, 2025. Location: 5 floor no,211, chung cheng 4th rd., cianjin district, kaohsiung city Taiwan
分析記事 • Jan 13These 4 Measures Indicate That Wah Lee Industrial (TWSE:3010) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$2.75 (vs NT$3.02 in 3Q 2023)Third quarter 2024 results: EPS: NT$2.75. Revenue: NT$21.4b (up 13% from 3Q 2023). Net income: NT$712.4m (flat on 3Q 2023). Profit margin: 3.3% (down from 3.7% in 3Q 2023). The decrease in margin was driven by higher expenses.
お知らせ • Nov 02Wah Lee Industrial Corporation to Report Q3, 2024 Results on Nov 08, 2024Wah Lee Industrial Corporation announced that they will report Q3, 2024 results on Nov 08, 2024
分析記事 • Sep 25Wah Lee Industrial (TWSE:3010) Hasn't Managed To Accelerate Its ReturnsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
分析記事 • Aug 20Solid Earnings May Not Tell The Whole Story For Wah Lee Industrial (TWSE:3010)The stock price didn't jump after Wah Lee Industrial Corporation ( TWSE:3010 ) posted decent earnings last week. Our...
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: NT$2.29 (vs NT$2.92 in 2Q 2023)Second quarter 2024 results: EPS: NT$2.29 (down from NT$2.92 in 2Q 2023). Revenue: NT$21.2b (up 31% from 2Q 2023). Net income: NT$581.3m (down 16% from 2Q 2023). Profit margin: 2.7% (down from 4.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Aug 07Wah Lee Industrial Corporation Announces Appointment of Huang, Lu-Hui as Designated Representative of the Juristic Person DirectorWah Lee Industrial Corporation announced that the appointment of Huang, Lu-Hui as designated representative of the juristic person director. Resume of the new position holder: Special Assistant to Chairman,Wah Lee Industrial Corp. Reason for the change: Juristic person director appointed a representative. Effective date of the new appointment: August 6, 2024.
お知らせ • Aug 02Wah Lee Industrial Corporation to Report Q2, 2024 Results on Aug 08, 2024Wah Lee Industrial Corporation announced that they will report Q2, 2024 results on Aug 08, 2024
Upcoming Dividend • Jul 17Upcoming dividend of NT$4.95 per shareEligible shareholders must have bought the stock before 24 July 2024. Payment date: 15 August 2024. Payout ratio is a comfortable 52% and the cash payout ratio is 99%. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.5%).
分析記事 • Jul 01Is Wah Lee Industrial (TWSE:3010) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
New Risk • Jun 12New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$1.80 (vs NT$1.22 in 1Q 2023)First quarter 2024 results: EPS: NT$1.80 (up from NT$1.22 in 1Q 2023). Revenue: NT$17.3b (up 20% from 1Q 2023). Net income: NT$432.7m (up 50% from 1Q 2023). Profit margin: 2.5% (up from 2.0% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
お知らせ • May 02Wah Lee Industrial Corporation to Report Q1, 2024 Results on May 09, 2024Wah Lee Industrial Corporation announced that they will report Q1, 2024 results on May 09, 2024
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$131, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 96% over the past three years.
Reported Earnings • Mar 28Full year 2023 earnings released: EPS: NT$8.96 (vs NT$10.53 in FY 2022)Full year 2023 results: EPS: NT$8.96 (down from NT$10.53 in FY 2022). Revenue: NT$66.8b (down 9.2% from FY 2022). Net income: NT$2.11b (down 15% from FY 2022). Profit margin: 3.2% (down from 3.4% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% 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 • Feb 01+ 1 more updateWah Lee Industrial Corporation, Annual General Meeting, May 28, 2024Wah Lee Industrial Corporation, Annual General Meeting, May 28, 2024. Location: 5th F., No.211, Chung Cheng 4th Rd Kaoshiung Taiwan Agenda: To consider to discuss report the business of 2023; to consider 2023 Audit Committee's review report; to consider report the distribution of employees' and Directors' compensation of 2023; to consider report earnings distribution in cash dividends of 2023; to consider to report the Status of Endorsement and Guarantee of 2023; to consider to report the Status of Loaning of Company Funds of 2023; to consider to report the implementation of Investments in the PRC of 2023; and to consider other business matters.
お知らせ • Sep 02Wah Lee Industrial Corporation Announces Resignation of Chen Chun-Yin as DirectorWah Lee Industrial Corporation announced the resignation of Chen Chun-Yin as director. Resume of the previous position holder: Director, Wah Lee Industrial Corp. Reason for the change: Personal career planning. Date of occurrence of the change is September 01, 2023.
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: NT$2.92 (vs NT$2.78 in 2Q 2022)Second quarter 2023 results: EPS: NT$2.92 (up from NT$2.78 in 2Q 2022). Revenue: NT$16.2b (down 12% from 2Q 2022). Net income: NT$689.5m (up 5.0% from 2Q 2022). Profit margin: 4.3% (up from 3.6% in 2Q 2022). The increase in margin was driven by lower expenses. 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 14% per year.
Upcoming Dividend • Jun 22Upcoming dividend of NT$6.10 per share at 6.9% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 21 July 2023. Payout ratio is a comfortable 58% and the cash payout ratio is 85%. Trailing yield: 6.9%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (4.2%).
お知らせ • Jun 01+ 1 more updateWah Lee Industrial Corporation Approves Board ChangesWah Lee Industrial Corporation appointed Chang Ji-Nan and Ku Yuan-Kuang in the place of Lin Chi-Hai, Lin Shu-Chen to the board of directors, effective date of the new appointment is May 30, 2023.
お知らせ • May 31+ 1 more updateWah Lee Industrial Corporation Announces Board ChangesWah Lee Industrial Corporation announced the term of the Chen Chun-Yin as Vice Chairman has expired on May 30, 2023. The company appointed Chang Tsuen-Hsien as Chairman in the place of Chang Ray-Ching as Chairman, Effective date of the new appointment is May 30, 2023.
Reported Earnings • Mar 30Full year 2022 earnings released: EPS: NT$10.53 (vs NT$12.05 in FY 2021)Full year 2022 results: EPS: NT$10.53 (down from NT$12.05 in FY 2021). Revenue: NT$73.6b (up 4.3% from FY 2021). Net income: NT$2.48b (down 13% from FY 2021). Profit margin: 3.4% (down from 4.0% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 23% per year.
お知らせ • Jan 06Wah Lee Industrial Corporation, Annual General Meeting, May 30, 2023Wah Lee Industrial Corporation, Annual General Meeting, May 30, 2023. Location: 5F., No. 230, Chung Cheng 4th Rd., (Room. 501, TAIWAN ACADEMY of BANKING AND FINANCE SOUTHERN SERVICE CENTER) Kaohsiung Taiwan Agenda: To report the business of 2022; to consider 2022 Audit Committee's review report; to report the distribution of employees' and Directors' compensation of 2022; to report earnings distribution in cash dividends of 2022; to report the Status of Endorsement and Guarantee of 2022; to report the Status of Loaning of Company Funds of 2022; to report the implementation of Investments in the PRC of 2022; and to consider other matters if any.
お知らせ • Nov 26+ 1 more updateWah Lee Industrial Corporation Announces Resignation of Chen Ru Zhong as Audit CommitteeWah Lee Industrial Corporation announced resignation of Chen Ru Zhong as Audit committee.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Ru Zhong Chen 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. Insufficient board refreshment.
お知らせ • Nov 11Wah Lee Industrial Corporation Announces Establishment of Sustainable Development CommitteeWah Lee Industrial Corporation announced the establishment of Sustainable Development Committee and appointed committee members approved by the board of directors. Name of the new position holder: Chang Ray-Ching; BShyu So-De; BWang Yea-Kang. Resume of the new position holder: Chang Ray-Ching: The company's Chairman; Shyu So-De: The company's Independent Director; Wang Yea-Kang: The company's Independent Director. Effective date of the new members is November 9, 2022.
Buying Opportunity • Oct 13Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.9%. The fair value is estimated to be NT$101, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 30%.
Buying Opportunity • Sep 26Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 3.3%. The fair value is estimated to be NT$111, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 30%.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$2.78 (vs NT$2.71 in 2Q 2021)Second quarter 2022 results: EPS: NT$2.78 (up from NT$2.71 in 2Q 2021). Revenue: NT$18.3b (up 8.7% from 2Q 2021). Net income: NT$656.7m (up 2.5% from 2Q 2021). Profit margin: 3.6% (down from 3.8% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$80.20, the stock trades at a trailing P/E ratio of 6.3x. Average trailing P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 89% over the past three years.
Buying Opportunity • Jun 28Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be NT$112, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 28%.
Upcoming Dividend • Jun 20Upcoming dividend of NT$6.80 per shareEligible shareholders must have bought the stock before 27 June 2022. Payment date: 21 July 2022. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 7.0%. Within top quartile of Taiwanese dividend payers (6.2%). Higher than average of industry peers (4.5%).
お知らせ • May 28Wah Lee Industrial Corporation Elects Chen Ru Zhong as Independent DirectorWah Lee Industrial Corporation elected Chen Ru Zhong as Independent director, effective May 27, 2022.
Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$3.26 (vs NT$2.53 in 1Q 2021)First quarter 2022 results: EPS: NT$3.26 (up from NT$2.53 in 1Q 2021). Revenue: NT$19.5b (up 20% from 1Q 2021). Net income: NT$768.3m (up 29% from 1Q 2021). Profit margin: 3.9% (up from 3.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 24% per year.
Buying Opportunity • May 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.9%. The fair value is estimated to be NT$125, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%.
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. 2 experienced directors. 6 highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director So-De Shyu was the last independent director to join the board, commencing their role in 2017. 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 02Full year 2021 earnings released: EPS: NT$12.05 (vs NT$7.88 in FY 2020)Full year 2021 results: EPS: NT$12.05 (up from NT$7.88 in FY 2020). Revenue: NT$70.5b (up 19% from FY 2020). Net income: NT$2.84b (up 53% from FY 2020). Profit margin: 4.0% (up from 3.1% in FY 2020). 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 whereas the company’s share price has increased by 28% per year.
お知らせ • Feb 22Wah Lee Industrial Corp., Annual General Meeting, May 27, 2022Wah Lee Industrial Corp., Annual General Meeting, May 27, 2022.
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$105, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 153% over the past three years.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$3.57 (vs NT$2.69 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$18.8b (up 16% from 3Q 2020). Net income: NT$842.0m (up 32% from 3Q 2020). Profit margin: 4.5% (up from 3.9% in 3Q 2020). The increase in margin was driven by higher revenue. 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 21% per year.
Executive Departure • Sep 17Independent Director Hau-Min Chu has left the companyOn the 16th of September, Hau-Min Chu's tenure as Independent Director ended after 19.3 years in the role. We don't have any record of a personal shareholding under Hau-Min's name. Hau-Min is the only executive to leave the company over the last 12 months.
Upcoming Dividend • Aug 26Upcoming dividend of NT$4.40 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 24 September 2021. Trailing yield: 5.0%. Lower than top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (3.2%).
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS NT$2.77 (vs NT$1.91 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$16.9b (up 14% from 2Q 2020). Net income: NT$640.5m (up 45% from 2Q 2020). Profit margin: 3.8% (up from 3.0% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 15% per year.
Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$2.58 (vs NT$1.49 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$16.3b (up 32% from 1Q 2020). Net income: NT$597.2m (up 74% from 1Q 2020). Profit margin: 3.7% (up from 2.8% 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 13% per year whereas the company’s share price has increased by 10% per year.
分析記事 • Apr 17Wah Lee Industrial's (TPE:3010) Returns Have Hit A WallWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • Apr 01Full year 2020 earnings released: EPS NT$8.03 (vs NT$6.12 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$59.1b (up 8.0% from FY 2019). Net income: NT$1.86b (up 31% from FY 2019). Profit margin: 3.1% (up from 2.6% 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 8% per year whereas the company’s share price has increased by 13% per year.
分析記事 • Mar 17Here's How We Evaluate Wah Lee Industrial Corp.'s (TPE:3010) DividendDividend paying stocks like Wah Lee Industrial Corp. ( TPE:3010 ) tend to be popular with investors, and for good...
分析記事 • Mar 02We Think Wah Lee Industrial (TPE:3010) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Feb 15With EPS Growth And More, Wah Lee Industrial (TPE:3010) Is InterestingIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
分析記事 • Jan 31Wah Lee Industrial (TPE:3010) Has Gifted Shareholders With A Fantastic 131% Total Return On Their InvestmentWhen you buy and hold a stock for the long term, you definitely want it to provide a positive return. But more than...
お知らせ • Jan 27Wah Lee Industrial Corp., Annual General Meeting, May 28, 2021Wah Lee Industrial Corp., Annual General Meeting, May 28, 2021. Location: 279, Liu-Her 2nd Rd. Cianjin District Kaohsiung Taiwan Agenda: To report the business of 2020; to consider 2020 Audit Committee's review report; to report the distribution of employees' and Directors' compensation; to report the Status of Endorsement and Guarantee of 2020; to report the Status of Loaning of Company Funds of 2020; to report the implementation of Investments in the PRC of 2020; and to consider other matters.
Is New 90 Day High Low • Jan 25New 90-day high: NT$83.00The company is up 29% from its price of NT$64.40 on 27 October 2020. The Taiwanese market is up 23% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 27% over the same period.
分析記事 • Jan 16Our Take On The Returns On Capital At Wah Lee Industrial (TPE:3010)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
分析記事 • Dec 31Are Strong Financial Prospects The Force That Is Driving The Momentum In Wah Lee Industrial Corp.'s TPE:3010) Stock?Most readers would already be aware that Wah Lee Industrial's (TPE:3010) stock increased significantly by 36% over the...
分析記事 • Dec 16Is Wah Lee Industrial Corp.'s (TPE:3010) 4.2% Dividend Worth Your Time?Could Wah Lee Industrial Corp. ( TPE:3010 ) be an attractive dividend share to own for the long haul? Investors are...
Is New 90 Day High Low • Dec 09New 90-day high: NT$78.10The company is up 38% from its price of NT$56.80 on 10 September 2020. The Taiwanese market is up 13% 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 01Is Wah Lee Industrial (TPE:3010) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyst Estimate Surprise Post Earnings • Nov 22Revenue beats expectationsRevenue exceeded analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 5.2%, compared to a 12% growth forecast for the Electronic industry in Taiwan.
Reported Earnings • Nov 22Third quarter 2020 earnings released: EPS NT$2.75The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$16.2b (up 11% from 3Q 2019). Net income: NT$635.9m (up 42% from 3Q 2019). Profit margin: 3.9% (up from 3.1% in 3Q 2019). 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 whereas the company’s share price has increased by 9% per year.
Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 16% share price gain to NT$75.00, the stock is trading at a trailing P/E ratio of 10x, up from the previous P/E ratio of 8.7x. This compares to an average P/E of 16x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 59%.
Reported Earnings • Nov 16Third quarter 2020 earnings released: EPS NT$2.75The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$16.2b (up 11% from 3Q 2019). Net income: NT$635.9m (up 42% from 3Q 2019). Profit margin: 3.9% (up from 3.1% in 3Q 2019). 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 whereas the company’s share price has increased by 8% per year.
Analyst Estimate Surprise Post Earnings • Nov 16Revenue beats expectationsRevenue exceeded analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 5.2%, compared to a 11% growth forecast for the Electronic industry in Taiwan.
Is New 90 Day High Low • Nov 13New 90-day high: NT$66.70The company is up 11% from its price of NT$60.10 on 14 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 2.0% over the same period.
Is New 90 Day High Low • Oct 26New 90-day high: NT$64.50The company is up 18% from its price of NT$54.60 on 28 July 2020. The Taiwanese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is flat over the same period.