View Past PerformanceCompucase Enterprise バランスシートの健全性財務の健全性 基準チェック /36Compucase Enterpriseの総株主資本はNT$3.8B 、総負債はNT$9.1Bで、負債比率は241.7%となります。総資産と総負債はそれぞれNT$18.3BとNT$14.5Bです。 Compucase Enterpriseの EBIT はNT$1.1Bで、利息カバレッジ比率4.7です。現金および短期投資はNT$3.6Bです。主要情報241.71%負債資本比率NT$9.10b負債インタレスト・カバレッジ・レシオ4.7x現金NT$3.56bエクイティNT$3.77b負債合計NT$14.50b総資産NT$18.27b財務の健全性に関する最新情報分析記事 • Feb 22These 4 Measures Indicate That Compucase Enterprise (TPE:3032) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Nov 24Is Compucase Enterprise (TPE:3032) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...すべての更新を表示Recent updatesReported Earnings • May 20First quarter 2026 earnings released: EPS: NT$0.85 (vs NT$1.42 in 1Q 2025)First quarter 2026 results: EPS: NT$0.85 (down from NT$1.42 in 1Q 2025). Revenue: NT$2.72b (up 16% from 1Q 2025). Net income: NT$96.6m (down 40% from 1Q 2025). Profit margin: 3.6% (down from 6.8% in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 20Full year 2025 earnings released: NT$7.93 loss per share (vs NT$4.61 profit in FY 2024)Full year 2025 results: NT$7.93 loss per share (down from NT$4.61 profit in FY 2024). Revenue: NT$11.2b (up 51% from FY 2024). Net loss: NT$894.3m (down 273% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.お知らせ • Mar 13Compucase Enterprise Co., Ltd., Annual General Meeting, Jun 24, 2026Compucase Enterprise Co., Ltd., Annual General Meeting, Jun 24, 2026. Location: no,225 ln.54, sec.2 an huo rd., tainan city TaiwanReported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$0.76 (vs NT$0.62 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.76 (up from NT$0.62 in 3Q 2024). Revenue: NT$3.30b (up 102% from 3Q 2024). Net income: NT$86.3m (up 23% from 3Q 2024). Profit margin: 2.6% (down from 4.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 47% per year, which means it is well ahead of earnings.Reported Earnings • Aug 15Second quarter 2025 earnings released: NT$4.36 loss per share (vs NT$1.92 profit in 2Q 2024)Second quarter 2025 results: NT$4.36 loss per share (down from NT$1.92 profit in 2Q 2024). Revenue: NT$2.50b (up 40% from 2Q 2024). Net loss: NT$490.4m (down 327% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 51% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 05Upcoming dividend of NT$2.73 per shareEligible shareholders must have bought the stock before 12 August 2025. Payment date: 03 September 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.6%).New Risk • Jun 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$86.90, the stock trades at a trailing P/E ratio of 18.7x. Average trailing P/E is 20x in the Tech industry in Taiwan. Total returns to shareholders of 257% over the past three years.お知らせ • Jun 21+ 3 more updatesCompucase Enterprise Co., Ltd. Approves Board ChangesCompucase Enterprise Co., Ltd. announced at shareholders general meeting held on June 20, 2025, approved election of directors. Director: Wang Jun Dong, representative of Wei Xun Investment Co. Director: Wang Wei Ji, representative of Wei Xun Investment Co. Director: Huang Xiu Ling, representative of Shenda Computer Co. Director: Li Li Sheng. Director: Ke Ji Yuan, representative of Cheng Li Investment Co. Director: Zhong Ding Jun, representative of Cheng Li Investment Co. Independent Director: Chen Rong Chao. Independent Director: Wang Yu Ling. Independent Director: Chen Jin Long. Title and name of the previous position holder: Chengli Investment Co., Ltd.: LI,SSU-CHIA, HUA CHIH CHIANG and CHIA TE ETHAN HSU. Resume of the previous position holder: HUA CHIH CHIANG: National Yunlin University of Science and Technology professor. WANG,YU-LING: Heng-Li Law lawyer.Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$1.42 (vs NT$1.40 in 1Q 2024)First quarter 2025 results: EPS: NT$1.42 (up from NT$1.40 in 1Q 2024). Revenue: NT$2.34b (up 15% from 1Q 2024). Net income: NT$159.6m (up 1.9% from 1Q 2024). Profit margin: 6.8% (down from 7.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 01Compucase Enterprise Co., Ltd. to Report Q1, 2025 Results on May 08, 2025Compucase Enterprise Co., Ltd. announced that they will report Q1, 2025 results on May 08, 2025Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$67.20, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 18x in the Tech industry in Taiwan. Total returns to shareholders of 168% over the past three years.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$59.20, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 16x in the Tech industry in Taiwan. Total returns to shareholders of 126% over the past three years.Reported Earnings • Mar 28Full year 2024 earnings released: EPS: NT$4.61 (vs NT$5.41 in FY 2023)Full year 2024 results: EPS: NT$4.61 (down from NT$5.41 in FY 2023). Revenue: NT$7.40b (down 9.0% from FY 2023). Net income: NT$517.9m (down 14% from FY 2023). Profit margin: 7.0% (down from 7.4% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 27Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$83.40, the stock trades at a trailing P/E ratio of 16.3x. Average trailing P/E is 20x in the Tech industry in Taiwan. Total returns to shareholders of 216% over the past three years.New Risk • Mar 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.7% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Mar 21Compucase Enterprise Co., Ltd. (TWSE:3032) agreed to acquire Amber Investment Partners Limited for $43 million.Compucase Enterprise Co., Ltd. (TWSE:3032) agreed to acquire Amber Investment Partners Limited for $43 million on March 20, 2025. Board of Compucase Enterprise resolved the transaction.お知らせ • Mar 14Compucase Enterprise Co., Ltd., Annual General Meeting, Jun 20, 2025Compucase Enterprise Co., Ltd., Annual General Meeting, Jun 20, 2025. Location: no,225 ln.54, sec.2 an huo rd., tainan city Taiwanお知らせ • Mar 06Compucase Enterprise Co., Ltd. to Report Fiscal Year 2024 Results on Mar 13, 2025Compucase Enterprise Co., Ltd. announced that they will report fiscal year 2024 results on Mar 13, 2025分析記事 • Mar 05Market Might Still Lack Some Conviction On Compucase Enterprise Co., Ltd. (TWSE:3032) Even After 27% Share Price BoostCompucase Enterprise Co., Ltd. ( TWSE:3032 ) shares have had a really impressive month, gaining 27% after a shaky...New Risk • Feb 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.8% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.New Risk • Dec 26New 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 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.4% average weekly change).分析記事 • Nov 23Compucase Enterprise Co., Ltd. (TWSE:3032) Shares Fly 27% But Investors Aren't Buying For GrowthCompucase Enterprise Co., Ltd. ( TWSE:3032 ) shares have had a really impressive month, gaining 27% after a shaky...分析記事 • Nov 21Compucase Enterprise's (TWSE:3032) Earnings Seem To Be PromisingThe market seemed underwhelmed by last week's earnings announcement from Compucase Enterprise Co., Ltd. ( TWSE:3032...Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$78.50, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total returns to shareholders of 189% over the past three years.Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$0.62 (vs NT$1.62 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.62 (down from NT$1.62 in 3Q 2023). Revenue: NT$1.63b (down 21% from 3Q 2023). Net income: NT$69.9m (down 62% from 3Q 2023). Profit margin: 4.3% (down from 8.8% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 28% per year.お知らせ • Nov 05Compucase Enterprise Co., Ltd. to Report Q2, 2024 Results on Nov 12, 2024Compucase Enterprise Co., Ltd. announced that they will report Q2, 2024 results on Nov 12, 2024分析記事 • Sep 05Compucase Enterprise Co., Ltd. (TWSE:3032) Held Back By Insufficient Growth Even After Shares Climb 29%Compucase Enterprise Co., Ltd. ( TWSE:3032 ) shareholders are no doubt pleased to see that the share price has bounced...Buy Or Sell Opportunity • Aug 20Now 22% overvaluedOver the last 90 days, the stock has fallen 8.9% to NT$70.60. The fair value is estimated to be NT$57.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.7% over the last 3 years. Earnings per share has grown by 28%.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: NT$1.92 (vs NT$1.75 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.92 (up from NT$1.75 in 2Q 2023). Revenue: NT$1.78b (down 19% from 2Q 2023). Net income: NT$215.7m (up 10% from 2Q 2023). Profit margin: 12% (up from 8.9% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 29% per year.お知らせ • Aug 10+ 1 more updateCompucase Enterprise Co., Ltd. Announces Executive ChangesCompucase Enterprise Co., Ltd. announced the change of financial officer. Name, title, and resume of the previous position holder: financial officer: Stacey Chen /Accounting Department. Manager; Name, title, and resume of the new position holder: financial officer: Eric Lin /Finance Department. Director. Effective date: July 17, 2024.Buy Or Sell Opportunity • Aug 05Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to NT$58.70. The fair value is estimated to be NT$80.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.6% over the last 3 years. Earnings per share has grown by 20%.お知らせ • Aug 02Compucase Enterprise Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024Compucase Enterprise Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024分析記事 • Jul 22Compucase Enterprise (TWSE:3032) Is Increasing Its Dividend To NT$3.50The board of Compucase Enterprise Co., Ltd. ( TWSE:3032 ) has announced that it will be paying its dividend of NT$3.50...Upcoming Dividend • Jul 16Upcoming dividend of NT$3.50 per shareEligible shareholders must have bought the stock before 23 July 2024. Payment date: 21 August 2024. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.8%).分析記事 • Jul 01Compucase Enterprise (TWSE:3032) Is Paying Out A Larger Dividend Than Last YearCompucase Enterprise Co., Ltd. ( TWSE:3032 ) has announced that it will be increasing its dividend from last year's...Declared Dividend • Jun 22Dividend of NT$3.50 announcedShareholders will receive a dividend of NT$3.50. Ex-date: 23rd July 2024 Payment date: 21st August 2024 Dividend yield will be 4.8%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$1.40 (vs NT$0.86 in 1Q 2023)First quarter 2024 results: EPS: NT$1.40 (up from NT$0.86 in 1Q 2023). Revenue: NT$2.03b (up 9.2% from 1Q 2023). Net income: NT$156.7m (up 64% from 1Q 2023). Profit margin: 7.7% (up from 5.1% in 1Q 2023). 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 23% per year.お知らせ • May 03Compucase Enterprise Co., Ltd. to Report Q1, 2024 Results on May 10, 2024Compucase Enterprise Co., Ltd. announced that they will report Q1, 2024 results at 9:00 AM, Taipei Standard Time on May 10, 2024分析記事 • Apr 16Investors Shouldn't Overlook Compucase Enterprise's (TWSE:3032) Impressive Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...お知らせ • Mar 27Compucase Enterprise Co., Ltd., Annual General Meeting, Jun 20, 2024Compucase Enterprise Co., Ltd., Annual General Meeting, Jun 20, 2024.分析記事 • Mar 22Compucase Enterprise's (TWSE:3032) Earnings May Just Be The Starting PointCompucase Enterprise Co., Ltd. ( TWSE:3032 ) just reported healthy earnings but the stock price didn't move much. Our...Reported Earnings • Mar 19Full year 2023 earnings released: EPS: NT$5.41 (vs NT$3.28 in FY 2022)Full year 2023 results: EPS: NT$5.41 (up from NT$3.28 in FY 2022). Revenue: NT$8.13b (up 28% from FY 2022). Net income: NT$605.9m (up 64% from FY 2022). Profit margin: 7.4% (up from 5.8% 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 10% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$80.60, the stock trades at a trailing P/E ratio of 18.9x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total returns to shareholders of 120% over the past three years.New Risk • Aug 12New major risk - Revenue and earnings growthEarnings have declined by 0.5% 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 0.5% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$1.75 (vs NT$0.94 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.75 (up from NT$0.94 in 2Q 2022). Revenue: NT$2.20b (up 34% from 2Q 2022). Net income: NT$195.4m (up 83% from 2Q 2022). Profit margin: 8.9% (up from 6.5% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Aug 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$71.40, the stock trades at a trailing P/E ratio of 20.3x. Average trailing P/E is 23x in the Tech industry in Taiwan. Total returns to shareholders of 136% over the past three years.Upcoming Dividend • Jul 07Upcoming dividend of NT$2.02 per share at 3.3% yieldEligible shareholders must have bought the stock before 14 July 2023. Payment date: 16 August 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (3.7%).Valuation Update With 7 Day Price Move • Jun 28Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$56.10, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 19x in the Tech industry in Taiwan. Total returns to shareholders of 128% over the past three years.お知らせ • Jun 17+ 3 more updatesCompucase Enterprise Co., Ltd. Appoints Wang Yu-Ling as Independent DirectorCompucase Enterprise Co., Ltd. announced Election of one additional independent director. The newly appointed independent director is as follows:Term: From June 15, 2023, to June 22, 2025. Independent Director: Wang Yu-Ling.お知らせ • Jun 16Compucase Enterprise Co., Ltd. Announces Amount of Dividend Distribution for 2022 , Payable August 16 2023The board of directors or shareholders meeting or decision by the Compucase Enterprise Co., Ltd: 2023/06/15 announced amount of dividend distribution: Cash dividends of TWD 226,571,252. Approval of the Distribution of the earnings of 2022: dividends of TWD 2 per share will be distributed for ordinary shares. Ex-rights (ex-dividend) trading date: July 14 2023. Last date before book closure: July 17 2023. Book closure starting date: July 18 2023. Book closure ending date: July 22 2023. Ex-rights (ex-dividend) record date: July 22 2023. Payment date of cash dividend distribution: August 16 2023.Reported Earnings • Jun 02First quarter 2023 earnings released: EPS: NT$0.86 (vs NT$0.65 in 1Q 2022)First quarter 2023 results: EPS: NT$0.86 (up from NT$0.65 in 1Q 2022). Revenue: NT$1.86b (up 18% from 1Q 2022). Net income: NT$95.3m (up 30% from 1Q 2022). Profit margin: 5.1% (up from 4.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$54.30, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 15x in the Tech industry in Taiwan. Total returns to shareholders of 133% over the past three years.Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$45.85, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 14x in the Tech industry in Taiwan. Total returns to shareholders of 130% over the past three years.Reported Earnings • Mar 30Full year 2022 earnings released: EPS: NT$3.28 (vs NT$2.63 in FY 2021)Full year 2022 results: EPS: NT$3.28 (up from NT$2.63 in FY 2021). Revenue: NT$6.38b (down 23% from FY 2021). Net income: NT$368.8m (up 24% from FY 2021). Profit margin: 5.8% (up from 3.6% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$0.89 (vs NT$0.68 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.89 (up from NT$0.68 in 3Q 2021). Revenue: NT$1.53b (down 19% from 3Q 2021). Net income: NT$100.0m (up 30% from 3Q 2021). Profit margin: 6.6% (up from 4.1% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 1% per year.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$0.89 (vs NT$0.68 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.89 (up from NT$0.68 in 3Q 2021). Revenue: NT$1.53b (down 19% from 3Q 2021). Net income: NT$100.0m (up 30% from 3Q 2021). Profit margin: 6.6% (up from 4.1% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 1% per year.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.94 (vs NT$0.85 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.94 (up from NT$0.85 in 2Q 2021). Revenue: NT$1.64b (down 23% from 2Q 2021). Net income: NT$106.6m (up 11% from 2Q 2021). Profit margin: 6.5% (up from 4.5% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.Upcoming Dividend • Jul 07Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 19 August 2022. Payout ratio is on the higher end at 76% but the company is not cash flow positive. Trailing yield: 7.1%. Within top quartile of Taiwanese dividend payers (6.8%). Lower than average of industry peers (7.9%).Buying Opportunity • Jul 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be NT$34.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years, while earnings per share has been flat.Reported Earnings • May 16First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: NT$0.65 (up from NT$0.64 in 1Q 2021). Revenue: NT$1.57b (down 37% from 1Q 2021). Net income: NT$73.2m (up 1.9% from 1Q 2021). Profit margin: 4.7% (up from 2.9% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) missed analyst estimates by 23%. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year.Reported Earnings • Apr 01Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: NT$2.63 (down from NT$4.21 in FY 2020). Revenue: NT$8.29b (down 10% from FY 2020). Net income: NT$296.8m (down 36% from FY 2020). Profit margin: 3.6% (down from 5.0% in FY 2020). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) missed analyst estimates by 23%. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.68 (vs NT$1.51 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.88b (down 32% from 3Q 2020). Net income: NT$76.8m (down 54% from 3Q 2020). Profit margin: 4.1% (down from 6.0% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 6% per year.Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$0.85 (vs NT$1.19 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$2.14b (up 4.9% from 2Q 2020). Net income: NT$96.2m (down 27% from 2Q 2020). Profit margin: 4.5% (down from 6.5% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year.Valuation Update With 7 Day Price Move • Aug 13Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$35.20, the stock trades at a trailing P/E ratio of 8.4x. Average trailing P/E is 15x in the Tech industry in Taiwan. Total returns to shareholders of 37% over the past three years.Upcoming Dividend • Aug 04Upcoming dividend of NT$3.10 per shareEligible shareholders must have bought the stock before 11 August 2021. Payment date: 31 August 2021. Trailing yield: 7.3%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (5.2%).Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$0.64 (vs NT$0.67 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: NT$2.49b (up 45% from 1Q 2020). Net income: NT$71.8m (down 5.0% from 1Q 2020). Profit margin: 2.9% (down from 4.4% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 16A Look At The Intrinsic Value Of Compucase Enterprise Co., Ltd. (TPE:3032)Today we will run through one way of estimating the intrinsic value of Compucase Enterprise Co., Ltd. ( TPE:3032 ) by...分析記事 • Apr 01Returns At Compucase Enterprise (TPE:3032) Are On The Way UpIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Reported Earnings • Mar 31Full year 2020 earnings released: EPS NT$4.21 (vs NT$2.50 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$9.23b (up 20% from FY 2019). Net income: NT$466.2m (up 66% from FY 2019). Profit margin: 5.0% (up from 3.7% 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 12% per year whereas the company’s share price has increased by 13% per year.分析記事 • Mar 15Compucase Enterprise Co., Ltd.'s (TPE:3032) Stock Is Going Strong: Have Financials A Role To Play?Most readers would already be aware that Compucase Enterprise's (TPE:3032) stock increased significantly by 19% over...分析記事 • Feb 22These 4 Measures Indicate That Compucase Enterprise (TPE:3032) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Is New 90 Day High Low • Feb 22New 90-day high: NT$47.00The company is up 3.0% from its price of NT$45.55 on 24 November 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 10.0% over the same period.Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$47.00, the stock is trading at a trailing P/E ratio of 11.9x, up from the previous P/E ratio of 9.8x. This compares to an average P/E of 15x in the Tech industry in Taiwan. Total returns to shareholders over the past three years are 74%.分析記事 • Feb 05Should Compucase Enterprise Co., Ltd. (TPE:3032) Be Part Of Your Dividend Portfolio?Today we'll take a closer look at Compucase Enterprise Co., Ltd. ( TPE:3032 ) from a dividend investor's perspective...Is New 90 Day High Low • Jan 29New 90-day low: NT$39.35The company is down 19% from its price of NT$48.35 on 30 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 15% over the same period.分析記事 • Jan 18Shareholders Of Compucase Enterprise (TPE:3032) Must Be Happy With Their 140% Total ReturnCompucase Enterprise Co., Ltd. ( TPE:3032 ) shareholders might be concerned after seeing the share price drop 17% in...Is New 90 Day High Low • Jan 13New 90-day low: NT$41.90The company is down 17% from its price of NT$50.70 on 15 October 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 9.0% over the same period.分析記事 • Dec 31Will Compucase Enterprise's (TPE:3032) Growth In ROCE Persist?To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...分析記事 • Dec 13Compucase Enterprise Co., Ltd. (TPE:3032) On An Uptrend: Could Fundamentals Be Driving The Stock?Most readers would already know that Compucase Enterprise's (TPE:3032) stock increased by 2.2% over the past three...分析記事 • Nov 24Is Compucase Enterprise (TPE:3032) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$1.51The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$2.77b (up 38% from 3Q 2019). Net income: NT$166.4m (up 93% from 3Q 2019). Profit margin: 6.0% (up from 4.3% 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 5% per year.Is New 90 Day High Low • Oct 29New 90-day high: NT$51.10The company is up 67% from its price of NT$30.55 on 31 July 2020. The Taiwanese market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Tech industry, which is down 2.0% over the same period.Is New 90 Day High Low • Oct 07New 90-day high: NT$47.50The company is up 51% from its price of NT$31.40 on 09 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Tech industry, which is down 2.0% over the same period.財務状況分析短期負債: 3032の 短期資産 ( NT$9.6B ) が 短期負債 ( NT$5.9B ) を超えています。長期負債: 3032の短期資産 ( NT$9.6B ) が 長期負債 ( NT$8.6B ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: 3032の 純負債対資本比率 ( 147.2% ) は 高い と見なされます。負債の削減: 3032の負債対資本比率は、過去 5 年間で42.2%から241.7%に増加しました。債務返済能力: 3032の負債は 営業キャッシュフロー によって 十分にカバーされていません ( 12.7% )。インタレストカバレッジ: 3032の負債に対する 利息支払い は EBIT ( 4.7 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YTech 業界の健全な企業。View Dividend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2026/06/26 12:03終値2026/06/26 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このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Compucase Enterprise 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Shuchun HsiaoMasterlink Securities Investment Advisory
分析記事 • Feb 22These 4 Measures Indicate That Compucase Enterprise (TPE:3032) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Nov 24Is Compucase Enterprise (TPE:3032) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • May 20First quarter 2026 earnings released: EPS: NT$0.85 (vs NT$1.42 in 1Q 2025)First quarter 2026 results: EPS: NT$0.85 (down from NT$1.42 in 1Q 2025). Revenue: NT$2.72b (up 16% from 1Q 2025). Net income: NT$96.6m (down 40% from 1Q 2025). Profit margin: 3.6% (down from 6.8% in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 20Full year 2025 earnings released: NT$7.93 loss per share (vs NT$4.61 profit in FY 2024)Full year 2025 results: NT$7.93 loss per share (down from NT$4.61 profit in FY 2024). Revenue: NT$11.2b (up 51% from FY 2024). Net loss: NT$894.3m (down 273% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
お知らせ • Mar 13Compucase Enterprise Co., Ltd., Annual General Meeting, Jun 24, 2026Compucase Enterprise Co., Ltd., Annual General Meeting, Jun 24, 2026. Location: no,225 ln.54, sec.2 an huo rd., tainan city Taiwan
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$0.76 (vs NT$0.62 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.76 (up from NT$0.62 in 3Q 2024). Revenue: NT$3.30b (up 102% from 3Q 2024). Net income: NT$86.3m (up 23% from 3Q 2024). Profit margin: 2.6% (down from 4.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 47% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 15Second quarter 2025 earnings released: NT$4.36 loss per share (vs NT$1.92 profit in 2Q 2024)Second quarter 2025 results: NT$4.36 loss per share (down from NT$1.92 profit in 2Q 2024). Revenue: NT$2.50b (up 40% from 2Q 2024). Net loss: NT$490.4m (down 327% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 51% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 05Upcoming dividend of NT$2.73 per shareEligible shareholders must have bought the stock before 12 August 2025. Payment date: 03 September 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.6%).
New Risk • Jun 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$86.90, the stock trades at a trailing P/E ratio of 18.7x. Average trailing P/E is 20x in the Tech industry in Taiwan. Total returns to shareholders of 257% over the past three years.
お知らせ • Jun 21+ 3 more updatesCompucase Enterprise Co., Ltd. Approves Board ChangesCompucase Enterprise Co., Ltd. announced at shareholders general meeting held on June 20, 2025, approved election of directors. Director: Wang Jun Dong, representative of Wei Xun Investment Co. Director: Wang Wei Ji, representative of Wei Xun Investment Co. Director: Huang Xiu Ling, representative of Shenda Computer Co. Director: Li Li Sheng. Director: Ke Ji Yuan, representative of Cheng Li Investment Co. Director: Zhong Ding Jun, representative of Cheng Li Investment Co. Independent Director: Chen Rong Chao. Independent Director: Wang Yu Ling. Independent Director: Chen Jin Long. Title and name of the previous position holder: Chengli Investment Co., Ltd.: LI,SSU-CHIA, HUA CHIH CHIANG and CHIA TE ETHAN HSU. Resume of the previous position holder: HUA CHIH CHIANG: National Yunlin University of Science and Technology professor. WANG,YU-LING: Heng-Li Law lawyer.
Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$1.42 (vs NT$1.40 in 1Q 2024)First quarter 2025 results: EPS: NT$1.42 (up from NT$1.40 in 1Q 2024). Revenue: NT$2.34b (up 15% from 1Q 2024). Net income: NT$159.6m (up 1.9% from 1Q 2024). Profit margin: 6.8% (down from 7.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 01Compucase Enterprise Co., Ltd. to Report Q1, 2025 Results on May 08, 2025Compucase Enterprise Co., Ltd. announced that they will report Q1, 2025 results on May 08, 2025
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$67.20, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 18x in the Tech industry in Taiwan. Total returns to shareholders of 168% over the past three years.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$59.20, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 16x in the Tech industry in Taiwan. Total returns to shareholders of 126% over the past three years.
Reported Earnings • Mar 28Full year 2024 earnings released: EPS: NT$4.61 (vs NT$5.41 in FY 2023)Full year 2024 results: EPS: NT$4.61 (down from NT$5.41 in FY 2023). Revenue: NT$7.40b (down 9.0% from FY 2023). Net income: NT$517.9m (down 14% from FY 2023). Profit margin: 7.0% (down from 7.4% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$83.40, the stock trades at a trailing P/E ratio of 16.3x. Average trailing P/E is 20x in the Tech industry in Taiwan. Total returns to shareholders of 216% over the past three years.
New Risk • Mar 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.7% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Mar 21Compucase Enterprise Co., Ltd. (TWSE:3032) agreed to acquire Amber Investment Partners Limited for $43 million.Compucase Enterprise Co., Ltd. (TWSE:3032) agreed to acquire Amber Investment Partners Limited for $43 million on March 20, 2025. Board of Compucase Enterprise resolved the transaction.
お知らせ • Mar 14Compucase Enterprise Co., Ltd., Annual General Meeting, Jun 20, 2025Compucase Enterprise Co., Ltd., Annual General Meeting, Jun 20, 2025. Location: no,225 ln.54, sec.2 an huo rd., tainan city Taiwan
お知らせ • Mar 06Compucase Enterprise Co., Ltd. to Report Fiscal Year 2024 Results on Mar 13, 2025Compucase Enterprise Co., Ltd. announced that they will report fiscal year 2024 results on Mar 13, 2025
分析記事 • Mar 05Market Might Still Lack Some Conviction On Compucase Enterprise Co., Ltd. (TWSE:3032) Even After 27% Share Price BoostCompucase Enterprise Co., Ltd. ( TWSE:3032 ) shares have had a really impressive month, gaining 27% after a shaky...
New Risk • Feb 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.8% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
New Risk • Dec 26New 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 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.4% average weekly change).
分析記事 • Nov 23Compucase Enterprise Co., Ltd. (TWSE:3032) Shares Fly 27% But Investors Aren't Buying For GrowthCompucase Enterprise Co., Ltd. ( TWSE:3032 ) shares have had a really impressive month, gaining 27% after a shaky...
分析記事 • Nov 21Compucase Enterprise's (TWSE:3032) Earnings Seem To Be PromisingThe market seemed underwhelmed by last week's earnings announcement from Compucase Enterprise Co., Ltd. ( TWSE:3032...
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$78.50, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total returns to shareholders of 189% over the past three years.
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$0.62 (vs NT$1.62 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.62 (down from NT$1.62 in 3Q 2023). Revenue: NT$1.63b (down 21% from 3Q 2023). Net income: NT$69.9m (down 62% from 3Q 2023). Profit margin: 4.3% (down from 8.8% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 28% per year.
お知らせ • Nov 05Compucase Enterprise Co., Ltd. to Report Q2, 2024 Results on Nov 12, 2024Compucase Enterprise Co., Ltd. announced that they will report Q2, 2024 results on Nov 12, 2024
分析記事 • Sep 05Compucase Enterprise Co., Ltd. (TWSE:3032) Held Back By Insufficient Growth Even After Shares Climb 29%Compucase Enterprise Co., Ltd. ( TWSE:3032 ) shareholders are no doubt pleased to see that the share price has bounced...
Buy Or Sell Opportunity • Aug 20Now 22% overvaluedOver the last 90 days, the stock has fallen 8.9% to NT$70.60. The fair value is estimated to be NT$57.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.7% over the last 3 years. Earnings per share has grown by 28%.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: NT$1.92 (vs NT$1.75 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.92 (up from NT$1.75 in 2Q 2023). Revenue: NT$1.78b (down 19% from 2Q 2023). Net income: NT$215.7m (up 10% from 2Q 2023). Profit margin: 12% (up from 8.9% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 29% per year.
お知らせ • Aug 10+ 1 more updateCompucase Enterprise Co., Ltd. Announces Executive ChangesCompucase Enterprise Co., Ltd. announced the change of financial officer. Name, title, and resume of the previous position holder: financial officer: Stacey Chen /Accounting Department. Manager; Name, title, and resume of the new position holder: financial officer: Eric Lin /Finance Department. Director. Effective date: July 17, 2024.
Buy Or Sell Opportunity • Aug 05Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to NT$58.70. The fair value is estimated to be NT$80.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.6% over the last 3 years. Earnings per share has grown by 20%.
お知らせ • Aug 02Compucase Enterprise Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024Compucase Enterprise Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024
分析記事 • Jul 22Compucase Enterprise (TWSE:3032) Is Increasing Its Dividend To NT$3.50The board of Compucase Enterprise Co., Ltd. ( TWSE:3032 ) has announced that it will be paying its dividend of NT$3.50...
Upcoming Dividend • Jul 16Upcoming dividend of NT$3.50 per shareEligible shareholders must have bought the stock before 23 July 2024. Payment date: 21 August 2024. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.8%).
分析記事 • Jul 01Compucase Enterprise (TWSE:3032) Is Paying Out A Larger Dividend Than Last YearCompucase Enterprise Co., Ltd. ( TWSE:3032 ) has announced that it will be increasing its dividend from last year's...
Declared Dividend • Jun 22Dividend of NT$3.50 announcedShareholders will receive a dividend of NT$3.50. Ex-date: 23rd July 2024 Payment date: 21st August 2024 Dividend yield will be 4.8%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$1.40 (vs NT$0.86 in 1Q 2023)First quarter 2024 results: EPS: NT$1.40 (up from NT$0.86 in 1Q 2023). Revenue: NT$2.03b (up 9.2% from 1Q 2023). Net income: NT$156.7m (up 64% from 1Q 2023). Profit margin: 7.7% (up from 5.1% in 1Q 2023). 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 23% per year.
お知らせ • May 03Compucase Enterprise Co., Ltd. to Report Q1, 2024 Results on May 10, 2024Compucase Enterprise Co., Ltd. announced that they will report Q1, 2024 results at 9:00 AM, Taipei Standard Time on May 10, 2024
分析記事 • Apr 16Investors Shouldn't Overlook Compucase Enterprise's (TWSE:3032) Impressive Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
お知らせ • Mar 27Compucase Enterprise Co., Ltd., Annual General Meeting, Jun 20, 2024Compucase Enterprise Co., Ltd., Annual General Meeting, Jun 20, 2024.
分析記事 • Mar 22Compucase Enterprise's (TWSE:3032) Earnings May Just Be The Starting PointCompucase Enterprise Co., Ltd. ( TWSE:3032 ) just reported healthy earnings but the stock price didn't move much. Our...
Reported Earnings • Mar 19Full year 2023 earnings released: EPS: NT$5.41 (vs NT$3.28 in FY 2022)Full year 2023 results: EPS: NT$5.41 (up from NT$3.28 in FY 2022). Revenue: NT$8.13b (up 28% from FY 2022). Net income: NT$605.9m (up 64% from FY 2022). Profit margin: 7.4% (up from 5.8% 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 10% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$80.60, the stock trades at a trailing P/E ratio of 18.9x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total returns to shareholders of 120% over the past three years.
New Risk • Aug 12New major risk - Revenue and earnings growthEarnings have declined by 0.5% 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 0.5% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$1.75 (vs NT$0.94 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.75 (up from NT$0.94 in 2Q 2022). Revenue: NT$2.20b (up 34% from 2Q 2022). Net income: NT$195.4m (up 83% from 2Q 2022). Profit margin: 8.9% (up from 6.5% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Aug 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$71.40, the stock trades at a trailing P/E ratio of 20.3x. Average trailing P/E is 23x in the Tech industry in Taiwan. Total returns to shareholders of 136% over the past three years.
Upcoming Dividend • Jul 07Upcoming dividend of NT$2.02 per share at 3.3% yieldEligible shareholders must have bought the stock before 14 July 2023. Payment date: 16 August 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (3.7%).
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$56.10, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 19x in the Tech industry in Taiwan. Total returns to shareholders of 128% over the past three years.
お知らせ • Jun 17+ 3 more updatesCompucase Enterprise Co., Ltd. Appoints Wang Yu-Ling as Independent DirectorCompucase Enterprise Co., Ltd. announced Election of one additional independent director. The newly appointed independent director is as follows:Term: From June 15, 2023, to June 22, 2025. Independent Director: Wang Yu-Ling.
お知らせ • Jun 16Compucase Enterprise Co., Ltd. Announces Amount of Dividend Distribution for 2022 , Payable August 16 2023The board of directors or shareholders meeting or decision by the Compucase Enterprise Co., Ltd: 2023/06/15 announced amount of dividend distribution: Cash dividends of TWD 226,571,252. Approval of the Distribution of the earnings of 2022: dividends of TWD 2 per share will be distributed for ordinary shares. Ex-rights (ex-dividend) trading date: July 14 2023. Last date before book closure: July 17 2023. Book closure starting date: July 18 2023. Book closure ending date: July 22 2023. Ex-rights (ex-dividend) record date: July 22 2023. Payment date of cash dividend distribution: August 16 2023.
Reported Earnings • Jun 02First quarter 2023 earnings released: EPS: NT$0.86 (vs NT$0.65 in 1Q 2022)First quarter 2023 results: EPS: NT$0.86 (up from NT$0.65 in 1Q 2022). Revenue: NT$1.86b (up 18% from 1Q 2022). Net income: NT$95.3m (up 30% from 1Q 2022). Profit margin: 5.1% (up from 4.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$54.30, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 15x in the Tech industry in Taiwan. Total returns to shareholders of 133% over the past three years.
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$45.85, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 14x in the Tech industry in Taiwan. Total returns to shareholders of 130% over the past three years.
Reported Earnings • Mar 30Full year 2022 earnings released: EPS: NT$3.28 (vs NT$2.63 in FY 2021)Full year 2022 results: EPS: NT$3.28 (up from NT$2.63 in FY 2021). Revenue: NT$6.38b (down 23% from FY 2021). Net income: NT$368.8m (up 24% from FY 2021). Profit margin: 5.8% (up from 3.6% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$0.89 (vs NT$0.68 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.89 (up from NT$0.68 in 3Q 2021). Revenue: NT$1.53b (down 19% from 3Q 2021). Net income: NT$100.0m (up 30% from 3Q 2021). Profit margin: 6.6% (up from 4.1% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 1% per year.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$0.89 (vs NT$0.68 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.89 (up from NT$0.68 in 3Q 2021). Revenue: NT$1.53b (down 19% from 3Q 2021). Net income: NT$100.0m (up 30% from 3Q 2021). Profit margin: 6.6% (up from 4.1% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 1% per year.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.94 (vs NT$0.85 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.94 (up from NT$0.85 in 2Q 2021). Revenue: NT$1.64b (down 23% from 2Q 2021). Net income: NT$106.6m (up 11% from 2Q 2021). Profit margin: 6.5% (up from 4.5% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.
Upcoming Dividend • Jul 07Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 19 August 2022. Payout ratio is on the higher end at 76% but the company is not cash flow positive. Trailing yield: 7.1%. Within top quartile of Taiwanese dividend payers (6.8%). Lower than average of industry peers (7.9%).
Buying Opportunity • Jul 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be NT$34.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years, while earnings per share has been flat.
Reported Earnings • May 16First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: NT$0.65 (up from NT$0.64 in 1Q 2021). Revenue: NT$1.57b (down 37% from 1Q 2021). Net income: NT$73.2m (up 1.9% from 1Q 2021). Profit margin: 4.7% (up from 2.9% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) missed analyst estimates by 23%. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year.
Reported Earnings • Apr 01Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: NT$2.63 (down from NT$4.21 in FY 2020). Revenue: NT$8.29b (down 10% from FY 2020). Net income: NT$296.8m (down 36% from FY 2020). Profit margin: 3.6% (down from 5.0% in FY 2020). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) missed analyst estimates by 23%. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.68 (vs NT$1.51 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.88b (down 32% from 3Q 2020). Net income: NT$76.8m (down 54% from 3Q 2020). Profit margin: 4.1% (down from 6.0% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 6% per year.
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$0.85 (vs NT$1.19 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$2.14b (up 4.9% from 2Q 2020). Net income: NT$96.2m (down 27% from 2Q 2020). Profit margin: 4.5% (down from 6.5% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year.
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$35.20, the stock trades at a trailing P/E ratio of 8.4x. Average trailing P/E is 15x in the Tech industry in Taiwan. Total returns to shareholders of 37% over the past three years.
Upcoming Dividend • Aug 04Upcoming dividend of NT$3.10 per shareEligible shareholders must have bought the stock before 11 August 2021. Payment date: 31 August 2021. Trailing yield: 7.3%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (5.2%).
Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$0.64 (vs NT$0.67 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: NT$2.49b (up 45% from 1Q 2020). Net income: NT$71.8m (down 5.0% from 1Q 2020). Profit margin: 2.9% (down from 4.4% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 16A Look At The Intrinsic Value Of Compucase Enterprise Co., Ltd. (TPE:3032)Today we will run through one way of estimating the intrinsic value of Compucase Enterprise Co., Ltd. ( TPE:3032 ) by...
分析記事 • Apr 01Returns At Compucase Enterprise (TPE:3032) Are On The Way UpIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Reported Earnings • Mar 31Full year 2020 earnings released: EPS NT$4.21 (vs NT$2.50 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$9.23b (up 20% from FY 2019). Net income: NT$466.2m (up 66% from FY 2019). Profit margin: 5.0% (up from 3.7% 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 12% per year whereas the company’s share price has increased by 13% per year.
分析記事 • Mar 15Compucase Enterprise Co., Ltd.'s (TPE:3032) Stock Is Going Strong: Have Financials A Role To Play?Most readers would already be aware that Compucase Enterprise's (TPE:3032) stock increased significantly by 19% over...
分析記事 • Feb 22These 4 Measures Indicate That Compucase Enterprise (TPE:3032) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Is New 90 Day High Low • Feb 22New 90-day high: NT$47.00The company is up 3.0% from its price of NT$45.55 on 24 November 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 10.0% over the same period.
Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$47.00, the stock is trading at a trailing P/E ratio of 11.9x, up from the previous P/E ratio of 9.8x. This compares to an average P/E of 15x in the Tech industry in Taiwan. Total returns to shareholders over the past three years are 74%.
分析記事 • Feb 05Should Compucase Enterprise Co., Ltd. (TPE:3032) Be Part Of Your Dividend Portfolio?Today we'll take a closer look at Compucase Enterprise Co., Ltd. ( TPE:3032 ) from a dividend investor's perspective...
Is New 90 Day High Low • Jan 29New 90-day low: NT$39.35The company is down 19% from its price of NT$48.35 on 30 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 15% over the same period.
分析記事 • Jan 18Shareholders Of Compucase Enterprise (TPE:3032) Must Be Happy With Their 140% Total ReturnCompucase Enterprise Co., Ltd. ( TPE:3032 ) shareholders might be concerned after seeing the share price drop 17% in...
Is New 90 Day High Low • Jan 13New 90-day low: NT$41.90The company is down 17% from its price of NT$50.70 on 15 October 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 9.0% over the same period.
分析記事 • Dec 31Will Compucase Enterprise's (TPE:3032) Growth In ROCE Persist?To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
分析記事 • Dec 13Compucase Enterprise Co., Ltd. (TPE:3032) On An Uptrend: Could Fundamentals Be Driving The Stock?Most readers would already know that Compucase Enterprise's (TPE:3032) stock increased by 2.2% over the past three...
分析記事 • Nov 24Is Compucase Enterprise (TPE:3032) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$1.51The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$2.77b (up 38% from 3Q 2019). Net income: NT$166.4m (up 93% from 3Q 2019). Profit margin: 6.0% (up from 4.3% 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 5% per year.
Is New 90 Day High Low • Oct 29New 90-day high: NT$51.10The company is up 67% from its price of NT$30.55 on 31 July 2020. The Taiwanese market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Tech industry, which is down 2.0% over the same period.
Is New 90 Day High Low • Oct 07New 90-day high: NT$47.50The company is up 51% from its price of NT$31.40 on 09 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Tech industry, which is down 2.0% over the same period.