View Financial HealthBillion Electric 配当と自社株買い配当金 基準チェック /06Billion Electric現在配当金を支払っていません。主要情報0%配当利回り-0.03%バイバック利回り総株主利回り-0.03%将来の配当利回りn/a配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向0%最近の配当と自社株買いの更新分析記事 • Aug 11Billion Electric (TWSE:3027) Is Paying Out A Larger Dividend Than Last YearBillion Electric Co., Ltd. ( TWSE:3027 ) has announced that it will be increasing its dividend from last year's...Declared Dividend • Aug 10Dividend of NT$0.37 announcedShareholders will receive a dividend of NT$0.37. Ex-date: 26th August 2024 Payment date: 23rd September 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 60% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Aug 14Upcoming dividend of NT$0.26 per share at 0.7% yieldEligible shareholders must have bought the stock before 21 August 2023. Payment date: 15 September 2023. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (2.9%).お知らせ • Aug 04Billion Electric Co., Ltd. Announces Cash Dividend, Payable on September 15, 2023Billion Electric Co., Ltd. announced the cash dividend of TWD 29,387,343 (TWD 0.2582 per share). The dividend is payable on September 15, 2023 with Ex-rights (ex-dividend) trading date of August 21, 2023 and Ex-rights (ex-dividend) record date of August 27, 2023.すべての更新を表示Recent updatesReported Earnings • Mar 14Full year 2025 earnings released: NT$1.06 loss per share (vs NT$0.22 loss in FY 2024)Full year 2025 results: NT$1.06 loss per share (further deteriorated from NT$0.22 loss in FY 2024). Revenue: NT$2.11b (up 4.2% from FY 2024). Net loss: NT$121.4m (loss widened 390% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.お知らせ • Jan 23Billion Electric Co., Ltd., Annual General Meeting, May 21, 2026Billion Electric Co., Ltd., Annual General Meeting, May 21, 2026. Location: 8 floor no,192, sec.2 chung hsing rd., sindian district, new taipei city TaiwanValuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$28.25, the stock trades at a trailing P/E ratio of 64.5x. Average trailing P/E is 23x in the Communications industry in Taiwan. Total loss to shareholders of 21% over the past three years.お知らせ • Jan 02Billion Electric Co., Ltd. Announces Resignation of Directors and Supervisor At Billion Watts Technologies Co., Ltd., Effective December 31, 2025Billion Electric Co., Ltd. announced the resignation of directors and supervisor on behalf of its major subsidiary, Billion Watts Technologies Co., Ltd. The directors who resigned are Xiao Qi-Ren, Director, General Administration Office, Billion Electric Co., Ltd.; Qiu She-Li, Director, PEM Business Division, Billion Electric Co., Ltd.; Cai Qiong-Ru, Manager, Legal Department, Billion Electric Co., Ltd.; Lin Jun-Hong, Manager, Accounting Department, Billion Electric Co., Ltd. The supervisor who resigned is Hu Zhe-Yi, Deputy Manager, Accounting Department, Billion Electric Co., Ltd. The change was due to an amendment of the Articles of Association regarding the number of directors and supervisors. The original term was from December 31, 2025 to December 30, 2028. The date of occurrence of the change was December 31, 2025.Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: NT$0.44 (vs NT$0.48 loss in 3Q 2024)Third quarter 2025 results: EPS: NT$0.44 (up from NT$0.48 loss in 3Q 2024). Revenue: NT$395.9m (down 26% from 3Q 2024). Net income: NT$51.0m (up NT$105.4m from 3Q 2024). Profit margin: 13% (up from net loss in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.New Risk • Sep 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.02b (US$98.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 15% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$3.02b market cap, or US$98.2m).Reported Earnings • Aug 13Second quarter 2025 earnings released: NT$0.45 loss per share (vs NT$0.18 loss in 2Q 2024)Second quarter 2025 results: NT$0.45 loss per share (further deteriorated from NT$0.18 loss in 2Q 2024). Revenue: NT$731.1m (up 68% from 2Q 2024). Net loss: NT$52.2m (loss widened 155% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.New Risk • Aug 13New major risk - Revenue and earnings growthEarnings have declined by 5.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • May 10First quarter 2025 earnings released: EPS: NT$0.32 (vs NT$0.30 in 1Q 2024)First quarter 2025 results: EPS: NT$0.32 (up from NT$0.30 in 1Q 2024). Revenue: NT$645.4m (up 22% from 1Q 2024). Net income: NT$36.2m (up 4.0% from 1Q 2024). Profit margin: 5.6% (down from 6.6% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.お知らせ • May 02Billion Electric Co., Ltd. to Report Q1, 2025 Results on May 08, 2025Billion Electric Co., Ltd. announced that they will report Q1, 2025 results on May 08, 2025New Risk • Apr 07New 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 Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (NT$3.18b market cap, or US$96.2m).お知らせ • Mar 14Billion Electric Co., Ltd. Announces Board ChangesBillion Electric Co., Ltd. announced appointment of Sino-American Silicon Products Inc.Legal representative CHEN, ZHENQIAN as Chairperson, effective date is March 13, 2025. Resume of the new position holder: Sino-American Sino-American Silicon Products Inc./general manager. Name of the previous position holder: Tim Chen. Resume of the previous position holder: Billion Electric Co., Ltd. /chairperson. Reason for the change: new appointment.お知らせ • Mar 06Billion Electric Co., Ltd. Announces Retirement of Tim Chen as Chairman/Director, Effective March 13, 2025Billion Electric Co., Ltd. announced the retirement of Tim Chen as Chairman of the company. Mr. Tim Chen resigned as Chairman/Director on March 13, 2025.お知らせ • Mar 03Billion Electric Co., Ltd., Annual General Meeting, May 22, 2025Billion Electric Co., Ltd., Annual General Meeting, May 22, 2025. Location: 16 floor no,192, sec.2 chung hsing rd., sindian district, new taipei city Taiwanお知らせ • Feb 20Billion Electric Co., Ltd. to Report Fiscal Year 2024 Results on Feb 27, 2025Billion Electric Co., Ltd. announced that they will report fiscal year 2024 results on Feb 27, 2025お知らせ • Feb 19Billion Electric Co., Ltd. Announces the Resignation of Ke,Yi-Shan as DirectorBillion Electric Co., Ltd. announced the resignation of Ke,Yi-Shan as Director, resigned from the position of director due to personal reasons. The company received the resignation letter on 2025/02/18, and the effective date of resignation is 2025/02/18.New Risk • Jan 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.29b (US$100.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.分析記事 • Dec 23Positive Sentiment Still Eludes Billion Electric Co., Ltd. (TWSE:3027) Following 28% Share Price SlumpBillion Electric Co., Ltd. ( TWSE:3027 ) shares have had a horrible month, losing 28% after a relatively good period...Reported Earnings • Nov 18Third quarter 2024 earnings released: NT$0.48 loss per share (vs NT$0.92 profit in 3Q 2023)Third quarter 2024 results: NT$0.48 loss per share (down from NT$0.92 profit in 3Q 2023). Revenue: NT$537.8m (up 15% from 3Q 2023). Net loss: NT$54.5m (down 152% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Sep 10Billion Electric Co., Ltd.'s (TWSE:3027) Popularity With Investors Is Under Threat From OverpricingWith a price-to-earnings (or "P/E") ratio of 53.7x Billion Electric Co., Ltd. ( TWSE:3027 ) may be sending very bearish...Reported Earnings • Aug 13Second quarter 2024 earnings released: NT$0.18 loss per share (vs NT$0.28 profit in 2Q 2023)Second quarter 2024 results: NT$0.18 loss per share (down from NT$0.28 profit in 2Q 2023). Revenue: NT$436.6m (down 27% from 2Q 2023). Net loss: NT$20.5m (down 165% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 11Billion Electric (TWSE:3027) Is Paying Out A Larger Dividend Than Last YearBillion Electric Co., Ltd. ( TWSE:3027 ) has announced that it will be increasing its dividend from last year's...Declared Dividend • Aug 10Dividend of NT$0.37 announcedShareholders will receive a dividend of NT$0.37. Ex-date: 26th August 2024 Payment date: 23rd September 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 60% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$32.00, the stock trades at a trailing P/E ratio of 29.5x. Average trailing P/E is 25x in the Communications industry in Taiwan. Total returns to shareholders of 41% over the past three years.お知らせ • Aug 02Billion Electric Co., Ltd. to Report Q2, 2024 Results on Aug 08, 2024Billion Electric Co., Ltd. announced that they will report Q2, 2024 results on Aug 08, 2024お知らせ • May 31+ 2 more updatesBillion Electric Co., Ltd. Announces Change of Remuneration CommitteeBillion Electric Co., Ltd. announced change of Remuneration Committee. Name and Resume of the previous position holder: Lee, Chun-Yao: Professor, Department of Electrical Engineering, National Taiwan University of Science and Technology; Lin Chang Hua: Professor, Department of Electrical Engineering, National Taiwan University of Science and Technology; Kuo-Hui Ning, Independent Director, Long Bon International Co., Ltd. Name and Resume of the new position holder: Cheng-Yuan Cheng Distinguished Professor, Department of Mechanical engineering, National Taiwan University of Science and Technology; Chan Sai Kit Kevin: Consultant, Chinese Arbitration Association; and other member of committee: Chen, Yung-Yen: Assistant Professor, Department of International Trade, Chinese Culture University Effective date of the new member is May 29, 2024.お知らせ • May 30Billion Electric Co., Ltd. Announces Board ChangesBillion Electric Co., Ltd. announced board changes at Annual General Meeting on May 29, 2024. Title and name of the previous position holder: Director/Hong-Cheng Chen, Billion Electric Co., Ltd. Director; Director/Shih-Che Chien, Billion Electric Co., Ltd. Director; Director/Tsai, Kun-Chin, Billion Electric Co., Ltd. Director; Independent Director/Chun-Yao Li, Billion Electric Co., Ltd. Independent Director; Independent Director/Lin Chang Hua, Billion Electric Co., Ltd. Independent Director; Independent Director/Kuo-Hui Ning, Billion Electric Co., Ltd. Independent Director. Title and name of the new position holder: Director/Shu-Mei Chang, Billion Electric Co., Ltd. CFO; Director/Weng, Sheng-Hsien, Presiding lawyer of Hongqi Legal Firm; Director/Ke, Yi-Shan, Presiding lawyer of Li Kai Law Firm; Director/Yu-Chang Hung, Mao Hong power Chairman; Independent Director/Zheng Zhengyuan, Distinguished Professor, Department of Mechanical Engineering, engineering, National Taiwan University of Science and Technologyl Independent Director/Chan Sai Kit Kevin, Consultant, Chinese Arbitration Association Effective date of the new appointment is May 29, 2024.Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.30 (vs NT$0.18 loss in 1Q 2023)First quarter 2024 results: EPS: NT$0.30 (up from NT$0.18 loss in 1Q 2023). Revenue: NT$528.9m (up 77% from 1Q 2023). Net income: NT$34.8m (up NT$52.7m from 1Q 2023). Profit margin: 6.6% (up from net loss in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 22We Think That There Are Issues Underlying Billion Electric's (TWSE:3027) EarningsBillion Electric Co., Ltd. ( TWSE:3027 ) announced strong profits, but the stock was stagnant. Our analysis suggests...Reported Earnings • Mar 17Full year 2023 earnings released: EPS: NT$0.64 (vs NT$0.41 in FY 2022)Full year 2023 results: EPS: NT$0.64 (up from NT$0.41 in FY 2022). Revenue: NT$1.83b (up 51% from FY 2022). Net income: NT$71.1m (up 78% from FY 2022). Profit margin: 3.9% (up from 3.3% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 12Billion Electric Co., Ltd., Annual General Meeting, May 29, 2024Billion Electric Co., Ltd., Annual General Meeting, May 29, 2024. Location: Meeting Room,16th Floor, No. 192, Section 2, Zhongxing Road, Xindian District, New Taipei City New Taipei City Taiwan Agenda: To consider the 2023 Business Report; to consider the Audit Committee's Review Report on the 2023 Financial Statements; to consider the Report on the implementation of the repurchase of treasury shares; to consider the Distribution of remuneration to employees and directors for 2023; to consider the Remuneration Report to Directors for 2023; to consider the 2023 Business Report and Financial Statements; to consider the 2023 Earnings Distribution.Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$45.85, the stock trades at a trailing P/E ratio of 45.5x. Average trailing P/E is 29x in the Communications industry in Taiwan. Total returns to shareholders of 113% over the past three years.New Risk • Dec 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 158% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (16% increase in shares outstanding).Board Change • Oct 05Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Chang-Huang Lin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Upcoming Dividend • Aug 14Upcoming dividend of NT$0.26 per share at 0.7% yieldEligible shareholders must have bought the stock before 21 August 2023. Payment date: 15 September 2023. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (2.9%).Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$0.28 (vs NT$0.057 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.28 (up from NT$0.057 in 2Q 2022). Revenue: NT$598.0m (up 140% from 2Q 2022). Net income: NT$31.6m (up 467% from 2Q 2022). Profit margin: 5.3% (up from 2.2% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 04Billion Electric Co., Ltd. Announces Cash Dividend, Payable on September 15, 2023Billion Electric Co., Ltd. announced the cash dividend of TWD 29,387,343 (TWD 0.2582 per share). The dividend is payable on September 15, 2023 with Ex-rights (ex-dividend) trading date of August 21, 2023 and Ex-rights (ex-dividend) record date of August 27, 2023.Reported Earnings • Mar 29Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: NT$0.41 (up from NT$0.28 in FY 2021). Revenue: NT$1.21b (up 16% from FY 2021). Net income: NT$39.9m (up 48% from FY 2021). Profit margin: 3.3% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) also missed analyst estimates by 54%. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has increased by 99% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$29.25, the stock trades at a trailing P/E ratio of 69.7x. Average trailing P/E is 14x in the Communications industry in Taiwan. Total returns to shareholders of 285% over the past three years.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$0.17 (vs NT$0.15 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.17 (up from NT$0.15 in 3Q 2021). Revenue: NT$330.5m (up 5.0% from 3Q 2021). Net income: NT$17.0m (up 19% from 3Q 2021). Profit margin: 5.1% (up from 4.5% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$0.17 (vs NT$0.15 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.17 (up from NT$0.15 in 3Q 2021). Revenue: NT$330.5m (up 5.0% from 3Q 2021). Net income: NT$17.0m (up 19% from 3Q 2021). Profit margin: 5.1% (up from 4.5% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 23% share price gain to NT$26.65, the stock trades at a trailing P/E ratio of 68.1x. Average trailing P/E is 18x in the Communications industry in Taiwan. Total returns to shareholders of 251% over the past three years.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$25.30, the stock trades at a trailing P/E ratio of 64.6x. Average trailing P/E is 19x in the Communications industry in Taiwan. Total returns to shareholders of 226% over the past three years.Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 29% share price gain to NT$27.95, the stock trades at a trailing P/E ratio of 71.4x. Average trailing P/E is 19x in the Communications industry in Taiwan. Total returns to shareholders of 275% over the past three years.Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$21.95, the stock trades at a trailing P/E ratio of 56.1x. Average trailing P/E is 21x in the Communications industry in Taiwan. Total returns to shareholders of 192% over the past three years.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.06 (vs NT$0.10 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.06 (down from NT$0.10 in 2Q 2021). Revenue: NT$249.2m (flat on 2Q 2021). Net income: NT$5.58m (down 45% from 2Q 2021). Profit margin: 2.2% (down from 4.1% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$20.40, the stock trades at a trailing P/E ratio of 46.5x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 161% over the past three years.Reported Earnings • May 16First quarter 2022 earnings released: EPS: NT$0.21 (vs NT$0.045 in 1Q 2021)First quarter 2022 results: EPS: NT$0.21 (up from NT$0.045 in 1Q 2021). Revenue: NT$252.7m (up 26% from 1Q 2021). Net income: NT$20.4m (up 358% from 1Q 2021). Profit margin: 8.1% (up from 2.2% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Chang-Huang Lin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Mar 30Full year 2021 earnings released: EPS: NT$0.28 (vs NT$0.32 in FY 2020)Full year 2021 results: EPS: NT$0.28 (down from NT$0.32 in FY 2020). Revenue: NT$1.05b (up 23% from FY 2020). Net income: NT$27.0m (down 14% from FY 2020). Profit margin: 2.6% (down from 3.7% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 23Billion Electric Co., Ltd., Annual General Meeting, Jun 09, 2022Billion Electric Co., Ltd., Annual General Meeting, Jun 09, 2022.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$0.15 (vs NT$0.29 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$314.6m (up 29% from 3Q 2020). Net income: NT$14.3m (down 50% from 3Q 2020). Profit margin: 4.5% (down from 12% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$24.50, the stock trades at a trailing P/E ratio of 76.6x. Average trailing P/E is 22x in the Communications industry in Taiwan. Total returns to shareholders of 206% over the past three years.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.10 (vs NT$0.081 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$249.6m (up 19% from 2Q 2020). Net income: NT$10.2m (up 27% from 2Q 2020). Profit margin: 4.1% (up from 3.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 16First quarter 2021 earnings released: EPS NT$0.05 (vs NT$0.068 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: NT$200.7m (up 17% from 1Q 2020). Net income: NT$4.45m (down 34% from 1Q 2020). Profit margin: 2.2% (down from 3.9% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to NT$21.45, the stock trades at a trailing P/E ratio of 67.9x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 124% over the past three years.分析記事 • May 01Billion Electric (TPE:3027) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Mar 31Full year 2020 earnings released: EPS NT$0.32 (vs NT$0.20 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$849.8m (up 36% from FY 2019). Net income: NT$31.2m (up NT$51.5m from FY 2019). Profit margin: 3.7% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 08Billion Electric Co., Ltd.'s (TPE:3027) Stock Is Rallying But Financials Look Ambiguous: Will The Momentum Continue?Most readers would already be aware that Billion Electric's (TPE:3027) stock increased significantly by 22% over the...Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improved over the past weekAfter last week's 22% share price gain to NT$22.00, the stock is trading at a trailing P/E ratio of 50.3x, up from the previous P/E ratio of 41.2x. This compares to an average P/E of 23x in the Communications industry in Taiwan. Total returns to shareholders over the past three years are 115%.分析記事 • Feb 07What Do The Returns At Billion Electric (TPE:3027) Mean Going Forward?What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Is New 90 Day High Low • Feb 01New 90-day low: NT$17.05The company is down 19% from its price of NT$21.15 on 03 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 19% over the same period.分析記事 • Jan 17We Think Billion Electric (TPE:3027) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Is New 90 Day High Low • Jan 15New 90-day low: NT$18.95The company is down 17% from its price of NT$22.90 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 22% over the same period.分析記事 • Dec 27Did You Miss Billion Electric's (TPE:3027) Impressive 149% Share Price Gain?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But if you pick the right...分析記事 • Dec 06Are Billion Electric Co., Ltd.'s (TPE:3027) Mixed Financials The Reason For Its Gloomy Performance on The Stock Market?It is hard to get excited after looking at Billion Electric's (TPE:3027) recent performance, when its stock has...Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$0.29The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$243.4m (up 64% from 3Q 2019). Net income: NT$28.7m (up NT$45.3m from 3Q 2019). Profit margin: 12% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Oct 14New 90-day high: NT$23.75The company is up 88% from its price of NT$12.65 on 16 July 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 4.0% over the same period.Is New 90 Day High Low • Sep 24New 90-day high: NT$22.20The company is up 156% from its price of NT$8.68 on 24 June 2020. The Taiwanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 2.0% over the same period.決済の安定と成長配当データの取得安定した配当: 3027の 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: 3027の配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Billion Electric 配当利回り対市場3027 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (3027)0%市場下位25% (TW)1.4%市場トップ25% (TW)5.0%業界平均 (Communications)0.9%アナリスト予想 (3027) (最長3年)n/a注目すべき配当: 3027は最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: 3027は最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: 3027 TW市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: 3027が配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YTW 市場の強力な配当支払い企業。View Management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 13:44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Billion Electric Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Chu-Yang YehMasterlink Securities Investment Advisory
分析記事 • Aug 11Billion Electric (TWSE:3027) Is Paying Out A Larger Dividend Than Last YearBillion Electric Co., Ltd. ( TWSE:3027 ) has announced that it will be increasing its dividend from last year's...
Declared Dividend • Aug 10Dividend of NT$0.37 announcedShareholders will receive a dividend of NT$0.37. Ex-date: 26th August 2024 Payment date: 23rd September 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 60% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Aug 14Upcoming dividend of NT$0.26 per share at 0.7% yieldEligible shareholders must have bought the stock before 21 August 2023. Payment date: 15 September 2023. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (2.9%).
お知らせ • Aug 04Billion Electric Co., Ltd. Announces Cash Dividend, Payable on September 15, 2023Billion Electric Co., Ltd. announced the cash dividend of TWD 29,387,343 (TWD 0.2582 per share). The dividend is payable on September 15, 2023 with Ex-rights (ex-dividend) trading date of August 21, 2023 and Ex-rights (ex-dividend) record date of August 27, 2023.
Reported Earnings • Mar 14Full year 2025 earnings released: NT$1.06 loss per share (vs NT$0.22 loss in FY 2024)Full year 2025 results: NT$1.06 loss per share (further deteriorated from NT$0.22 loss in FY 2024). Revenue: NT$2.11b (up 4.2% from FY 2024). Net loss: NT$121.4m (loss widened 390% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 23Billion Electric Co., Ltd., Annual General Meeting, May 21, 2026Billion Electric Co., Ltd., Annual General Meeting, May 21, 2026. Location: 8 floor no,192, sec.2 chung hsing rd., sindian district, new taipei city Taiwan
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$28.25, the stock trades at a trailing P/E ratio of 64.5x. Average trailing P/E is 23x in the Communications industry in Taiwan. Total loss to shareholders of 21% over the past three years.
お知らせ • Jan 02Billion Electric Co., Ltd. Announces Resignation of Directors and Supervisor At Billion Watts Technologies Co., Ltd., Effective December 31, 2025Billion Electric Co., Ltd. announced the resignation of directors and supervisor on behalf of its major subsidiary, Billion Watts Technologies Co., Ltd. The directors who resigned are Xiao Qi-Ren, Director, General Administration Office, Billion Electric Co., Ltd.; Qiu She-Li, Director, PEM Business Division, Billion Electric Co., Ltd.; Cai Qiong-Ru, Manager, Legal Department, Billion Electric Co., Ltd.; Lin Jun-Hong, Manager, Accounting Department, Billion Electric Co., Ltd. The supervisor who resigned is Hu Zhe-Yi, Deputy Manager, Accounting Department, Billion Electric Co., Ltd. The change was due to an amendment of the Articles of Association regarding the number of directors and supervisors. The original term was from December 31, 2025 to December 30, 2028. The date of occurrence of the change was December 31, 2025.
Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: NT$0.44 (vs NT$0.48 loss in 3Q 2024)Third quarter 2025 results: EPS: NT$0.44 (up from NT$0.48 loss in 3Q 2024). Revenue: NT$395.9m (down 26% from 3Q 2024). Net income: NT$51.0m (up NT$105.4m from 3Q 2024). Profit margin: 13% (up from net loss in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
New Risk • Sep 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.02b (US$98.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 15% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$3.02b market cap, or US$98.2m).
Reported Earnings • Aug 13Second quarter 2025 earnings released: NT$0.45 loss per share (vs NT$0.18 loss in 2Q 2024)Second quarter 2025 results: NT$0.45 loss per share (further deteriorated from NT$0.18 loss in 2Q 2024). Revenue: NT$731.1m (up 68% from 2Q 2024). Net loss: NT$52.2m (loss widened 155% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
New Risk • Aug 13New major risk - Revenue and earnings growthEarnings have declined by 5.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • May 10First quarter 2025 earnings released: EPS: NT$0.32 (vs NT$0.30 in 1Q 2024)First quarter 2025 results: EPS: NT$0.32 (up from NT$0.30 in 1Q 2024). Revenue: NT$645.4m (up 22% from 1Q 2024). Net income: NT$36.2m (up 4.0% from 1Q 2024). Profit margin: 5.6% (down from 6.6% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
お知らせ • May 02Billion Electric Co., Ltd. to Report Q1, 2025 Results on May 08, 2025Billion Electric Co., Ltd. announced that they will report Q1, 2025 results on May 08, 2025
New Risk • Apr 07New 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 Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (NT$3.18b market cap, or US$96.2m).
お知らせ • Mar 14Billion Electric Co., Ltd. Announces Board ChangesBillion Electric Co., Ltd. announced appointment of Sino-American Silicon Products Inc.Legal representative CHEN, ZHENQIAN as Chairperson, effective date is March 13, 2025. Resume of the new position holder: Sino-American Sino-American Silicon Products Inc./general manager. Name of the previous position holder: Tim Chen. Resume of the previous position holder: Billion Electric Co., Ltd. /chairperson. Reason for the change: new appointment.
お知らせ • Mar 06Billion Electric Co., Ltd. Announces Retirement of Tim Chen as Chairman/Director, Effective March 13, 2025Billion Electric Co., Ltd. announced the retirement of Tim Chen as Chairman of the company. Mr. Tim Chen resigned as Chairman/Director on March 13, 2025.
お知らせ • Mar 03Billion Electric Co., Ltd., Annual General Meeting, May 22, 2025Billion Electric Co., Ltd., Annual General Meeting, May 22, 2025. Location: 16 floor no,192, sec.2 chung hsing rd., sindian district, new taipei city Taiwan
お知らせ • Feb 20Billion Electric Co., Ltd. to Report Fiscal Year 2024 Results on Feb 27, 2025Billion Electric Co., Ltd. announced that they will report fiscal year 2024 results on Feb 27, 2025
お知らせ • Feb 19Billion Electric Co., Ltd. Announces the Resignation of Ke,Yi-Shan as DirectorBillion Electric Co., Ltd. announced the resignation of Ke,Yi-Shan as Director, resigned from the position of director due to personal reasons. The company received the resignation letter on 2025/02/18, and the effective date of resignation is 2025/02/18.
New Risk • Jan 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.29b (US$100.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
分析記事 • Dec 23Positive Sentiment Still Eludes Billion Electric Co., Ltd. (TWSE:3027) Following 28% Share Price SlumpBillion Electric Co., Ltd. ( TWSE:3027 ) shares have had a horrible month, losing 28% after a relatively good period...
Reported Earnings • Nov 18Third quarter 2024 earnings released: NT$0.48 loss per share (vs NT$0.92 profit in 3Q 2023)Third quarter 2024 results: NT$0.48 loss per share (down from NT$0.92 profit in 3Q 2023). Revenue: NT$537.8m (up 15% from 3Q 2023). Net loss: NT$54.5m (down 152% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Sep 10Billion Electric Co., Ltd.'s (TWSE:3027) Popularity With Investors Is Under Threat From OverpricingWith a price-to-earnings (or "P/E") ratio of 53.7x Billion Electric Co., Ltd. ( TWSE:3027 ) may be sending very bearish...
Reported Earnings • Aug 13Second quarter 2024 earnings released: NT$0.18 loss per share (vs NT$0.28 profit in 2Q 2023)Second quarter 2024 results: NT$0.18 loss per share (down from NT$0.28 profit in 2Q 2023). Revenue: NT$436.6m (down 27% from 2Q 2023). Net loss: NT$20.5m (down 165% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 11Billion Electric (TWSE:3027) Is Paying Out A Larger Dividend Than Last YearBillion Electric Co., Ltd. ( TWSE:3027 ) has announced that it will be increasing its dividend from last year's...
Declared Dividend • Aug 10Dividend of NT$0.37 announcedShareholders will receive a dividend of NT$0.37. Ex-date: 26th August 2024 Payment date: 23rd September 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 60% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$32.00, the stock trades at a trailing P/E ratio of 29.5x. Average trailing P/E is 25x in the Communications industry in Taiwan. Total returns to shareholders of 41% over the past three years.
お知らせ • Aug 02Billion Electric Co., Ltd. to Report Q2, 2024 Results on Aug 08, 2024Billion Electric Co., Ltd. announced that they will report Q2, 2024 results on Aug 08, 2024
お知らせ • May 31+ 2 more updatesBillion Electric Co., Ltd. Announces Change of Remuneration CommitteeBillion Electric Co., Ltd. announced change of Remuneration Committee. Name and Resume of the previous position holder: Lee, Chun-Yao: Professor, Department of Electrical Engineering, National Taiwan University of Science and Technology; Lin Chang Hua: Professor, Department of Electrical Engineering, National Taiwan University of Science and Technology; Kuo-Hui Ning, Independent Director, Long Bon International Co., Ltd. Name and Resume of the new position holder: Cheng-Yuan Cheng Distinguished Professor, Department of Mechanical engineering, National Taiwan University of Science and Technology; Chan Sai Kit Kevin: Consultant, Chinese Arbitration Association; and other member of committee: Chen, Yung-Yen: Assistant Professor, Department of International Trade, Chinese Culture University Effective date of the new member is May 29, 2024.
お知らせ • May 30Billion Electric Co., Ltd. Announces Board ChangesBillion Electric Co., Ltd. announced board changes at Annual General Meeting on May 29, 2024. Title and name of the previous position holder: Director/Hong-Cheng Chen, Billion Electric Co., Ltd. Director; Director/Shih-Che Chien, Billion Electric Co., Ltd. Director; Director/Tsai, Kun-Chin, Billion Electric Co., Ltd. Director; Independent Director/Chun-Yao Li, Billion Electric Co., Ltd. Independent Director; Independent Director/Lin Chang Hua, Billion Electric Co., Ltd. Independent Director; Independent Director/Kuo-Hui Ning, Billion Electric Co., Ltd. Independent Director. Title and name of the new position holder: Director/Shu-Mei Chang, Billion Electric Co., Ltd. CFO; Director/Weng, Sheng-Hsien, Presiding lawyer of Hongqi Legal Firm; Director/Ke, Yi-Shan, Presiding lawyer of Li Kai Law Firm; Director/Yu-Chang Hung, Mao Hong power Chairman; Independent Director/Zheng Zhengyuan, Distinguished Professor, Department of Mechanical Engineering, engineering, National Taiwan University of Science and Technologyl Independent Director/Chan Sai Kit Kevin, Consultant, Chinese Arbitration Association Effective date of the new appointment is May 29, 2024.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.30 (vs NT$0.18 loss in 1Q 2023)First quarter 2024 results: EPS: NT$0.30 (up from NT$0.18 loss in 1Q 2023). Revenue: NT$528.9m (up 77% from 1Q 2023). Net income: NT$34.8m (up NT$52.7m from 1Q 2023). Profit margin: 6.6% (up from net loss in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 22We Think That There Are Issues Underlying Billion Electric's (TWSE:3027) EarningsBillion Electric Co., Ltd. ( TWSE:3027 ) announced strong profits, but the stock was stagnant. Our analysis suggests...
Reported Earnings • Mar 17Full year 2023 earnings released: EPS: NT$0.64 (vs NT$0.41 in FY 2022)Full year 2023 results: EPS: NT$0.64 (up from NT$0.41 in FY 2022). Revenue: NT$1.83b (up 51% from FY 2022). Net income: NT$71.1m (up 78% from FY 2022). Profit margin: 3.9% (up from 3.3% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 12Billion Electric Co., Ltd., Annual General Meeting, May 29, 2024Billion Electric Co., Ltd., Annual General Meeting, May 29, 2024. Location: Meeting Room,16th Floor, No. 192, Section 2, Zhongxing Road, Xindian District, New Taipei City New Taipei City Taiwan Agenda: To consider the 2023 Business Report; to consider the Audit Committee's Review Report on the 2023 Financial Statements; to consider the Report on the implementation of the repurchase of treasury shares; to consider the Distribution of remuneration to employees and directors for 2023; to consider the Remuneration Report to Directors for 2023; to consider the 2023 Business Report and Financial Statements; to consider the 2023 Earnings Distribution.
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$45.85, the stock trades at a trailing P/E ratio of 45.5x. Average trailing P/E is 29x in the Communications industry in Taiwan. Total returns to shareholders of 113% over the past three years.
New Risk • Dec 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 158% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (16% increase in shares outstanding).
Board Change • Oct 05Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Chang-Huang Lin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Upcoming Dividend • Aug 14Upcoming dividend of NT$0.26 per share at 0.7% yieldEligible shareholders must have bought the stock before 21 August 2023. Payment date: 15 September 2023. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (2.9%).
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$0.28 (vs NT$0.057 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.28 (up from NT$0.057 in 2Q 2022). Revenue: NT$598.0m (up 140% from 2Q 2022). Net income: NT$31.6m (up 467% from 2Q 2022). Profit margin: 5.3% (up from 2.2% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 04Billion Electric Co., Ltd. Announces Cash Dividend, Payable on September 15, 2023Billion Electric Co., Ltd. announced the cash dividend of TWD 29,387,343 (TWD 0.2582 per share). The dividend is payable on September 15, 2023 with Ex-rights (ex-dividend) trading date of August 21, 2023 and Ex-rights (ex-dividend) record date of August 27, 2023.
Reported Earnings • Mar 29Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: NT$0.41 (up from NT$0.28 in FY 2021). Revenue: NT$1.21b (up 16% from FY 2021). Net income: NT$39.9m (up 48% from FY 2021). Profit margin: 3.3% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) also missed analyst estimates by 54%. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has increased by 99% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$29.25, the stock trades at a trailing P/E ratio of 69.7x. Average trailing P/E is 14x in the Communications industry in Taiwan. Total returns to shareholders of 285% over the past three years.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$0.17 (vs NT$0.15 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.17 (up from NT$0.15 in 3Q 2021). Revenue: NT$330.5m (up 5.0% from 3Q 2021). Net income: NT$17.0m (up 19% from 3Q 2021). Profit margin: 5.1% (up from 4.5% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$0.17 (vs NT$0.15 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.17 (up from NT$0.15 in 3Q 2021). Revenue: NT$330.5m (up 5.0% from 3Q 2021). Net income: NT$17.0m (up 19% from 3Q 2021). Profit margin: 5.1% (up from 4.5% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 23% share price gain to NT$26.65, the stock trades at a trailing P/E ratio of 68.1x. Average trailing P/E is 18x in the Communications industry in Taiwan. Total returns to shareholders of 251% over the past three years.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$25.30, the stock trades at a trailing P/E ratio of 64.6x. Average trailing P/E is 19x in the Communications industry in Taiwan. Total returns to shareholders of 226% over the past three years.
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 29% share price gain to NT$27.95, the stock trades at a trailing P/E ratio of 71.4x. Average trailing P/E is 19x in the Communications industry in Taiwan. Total returns to shareholders of 275% over the past three years.
Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$21.95, the stock trades at a trailing P/E ratio of 56.1x. Average trailing P/E is 21x in the Communications industry in Taiwan. Total returns to shareholders of 192% over the past three years.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.06 (vs NT$0.10 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.06 (down from NT$0.10 in 2Q 2021). Revenue: NT$249.2m (flat on 2Q 2021). Net income: NT$5.58m (down 45% from 2Q 2021). Profit margin: 2.2% (down from 4.1% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$20.40, the stock trades at a trailing P/E ratio of 46.5x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 161% over the past three years.
Reported Earnings • May 16First quarter 2022 earnings released: EPS: NT$0.21 (vs NT$0.045 in 1Q 2021)First quarter 2022 results: EPS: NT$0.21 (up from NT$0.045 in 1Q 2021). Revenue: NT$252.7m (up 26% from 1Q 2021). Net income: NT$20.4m (up 358% from 1Q 2021). Profit margin: 8.1% (up from 2.2% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Chang-Huang Lin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Mar 30Full year 2021 earnings released: EPS: NT$0.28 (vs NT$0.32 in FY 2020)Full year 2021 results: EPS: NT$0.28 (down from NT$0.32 in FY 2020). Revenue: NT$1.05b (up 23% from FY 2020). Net income: NT$27.0m (down 14% from FY 2020). Profit margin: 2.6% (down from 3.7% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 23Billion Electric Co., Ltd., Annual General Meeting, Jun 09, 2022Billion Electric Co., Ltd., Annual General Meeting, Jun 09, 2022.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$0.15 (vs NT$0.29 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$314.6m (up 29% from 3Q 2020). Net income: NT$14.3m (down 50% from 3Q 2020). Profit margin: 4.5% (down from 12% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$24.50, the stock trades at a trailing P/E ratio of 76.6x. Average trailing P/E is 22x in the Communications industry in Taiwan. Total returns to shareholders of 206% over the past three years.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.10 (vs NT$0.081 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$249.6m (up 19% from 2Q 2020). Net income: NT$10.2m (up 27% from 2Q 2020). Profit margin: 4.1% (up from 3.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 16First quarter 2021 earnings released: EPS NT$0.05 (vs NT$0.068 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: NT$200.7m (up 17% from 1Q 2020). Net income: NT$4.45m (down 34% from 1Q 2020). Profit margin: 2.2% (down from 3.9% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to NT$21.45, the stock trades at a trailing P/E ratio of 67.9x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 124% over the past three years.
分析記事 • May 01Billion Electric (TPE:3027) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Mar 31Full year 2020 earnings released: EPS NT$0.32 (vs NT$0.20 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$849.8m (up 36% from FY 2019). Net income: NT$31.2m (up NT$51.5m from FY 2019). Profit margin: 3.7% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 08Billion Electric Co., Ltd.'s (TPE:3027) Stock Is Rallying But Financials Look Ambiguous: Will The Momentum Continue?Most readers would already be aware that Billion Electric's (TPE:3027) stock increased significantly by 22% over the...
Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improved over the past weekAfter last week's 22% share price gain to NT$22.00, the stock is trading at a trailing P/E ratio of 50.3x, up from the previous P/E ratio of 41.2x. This compares to an average P/E of 23x in the Communications industry in Taiwan. Total returns to shareholders over the past three years are 115%.
分析記事 • Feb 07What Do The Returns At Billion Electric (TPE:3027) Mean Going Forward?What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Is New 90 Day High Low • Feb 01New 90-day low: NT$17.05The company is down 19% from its price of NT$21.15 on 03 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 19% over the same period.
分析記事 • Jan 17We Think Billion Electric (TPE:3027) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Is New 90 Day High Low • Jan 15New 90-day low: NT$18.95The company is down 17% from its price of NT$22.90 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 22% over the same period.
分析記事 • Dec 27Did You Miss Billion Electric's (TPE:3027) Impressive 149% Share Price Gain?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But if you pick the right...
分析記事 • Dec 06Are Billion Electric Co., Ltd.'s (TPE:3027) Mixed Financials The Reason For Its Gloomy Performance on The Stock Market?It is hard to get excited after looking at Billion Electric's (TPE:3027) recent performance, when its stock has...
Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$0.29The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$243.4m (up 64% from 3Q 2019). Net income: NT$28.7m (up NT$45.3m from 3Q 2019). Profit margin: 12% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Oct 14New 90-day high: NT$23.75The company is up 88% from its price of NT$12.65 on 16 July 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 4.0% over the same period.
Is New 90 Day High Low • Sep 24New 90-day high: NT$22.20The company is up 156% from its price of NT$8.68 on 24 June 2020. The Taiwanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 2.0% over the same period.