Tripod Technology（3044）株式概要三脚科技股份有限公司は、台湾、中国、ベトナム、タイ、韓国、マレーシア、および国際的にプリント基板および関連部品の加工、製造、販売を行っている。 詳細3044 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長5/6過去の実績4/6財務の健全性6/6配当金4/6報酬株価収益率（ 23.2 x）は、 Electronic業界平均（ 31.3 x）を下回っています。収益は年間26.76%増加すると予測されています 過去1年間で収益は21.5%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析高いレベルの非現金収入 2.66%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る3044 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$477.5016.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0184b2016201920222025202620282031Revenue NT$183.6bEarnings NT$25.7bAdvancedSet Fair ValueView all narrativesTripod Technology Corporation 競合他社E Ink HoldingsSymbol: TPEX:8069Market cap: NT$242.0bLotesSymbol: TWSE:3533Market cap: NT$261.5bCompeq ManufacturingSymbol: TWSE:2313Market cap: NT$280.7bAUOSymbol: TWSE:2409Market cap: NT$143.8b価格と性能株価の高値、安値、推移の概要Tripod Technology過去の株価現在の株価NT$477.5052週高値NT$542.0052週安値NT$197.50ベータ1.051ヶ月の変化16.04%3ヶ月変化23.07%1年変化138.75%3年間の変化291.39%5年間の変化275.98%IPOからの変化4,761.77%最新ニュースMajor Estimate Revision • May 15Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$87.5b to NT$98.8b. EPS estimate increased from NT$25.95 to NT$28.62 per share. Net income forecast to grow 46% next year vs 43% growth forecast for Electronic industry in Taiwan. Consensus price target up from NT$463 to NT$556. Share price was steady at NT$478 over the past week.Buy Or Sell Opportunity • May 13Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to NT$529. The fair value is estimated to be NT$424, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.Reported Earnings • May 09First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: NT$5.00 (up from NT$4.48 in 1Q 2025). Revenue: NT$21.0b (up 22% from 1Q 2025). Net income: NT$2.95b (up 25% from 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Electronic industry in Taiwan. 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 64% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • May 07Price target increased by 13% to NT$509Up from NT$452, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of NT$500. Stock is up 160% over the past year. The company is forecast to post earnings per share of NT$25.65 for next year compared to NT$19.45 last year.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$444, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 350% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$478 per share.お知らせ • Mar 11Tripod Technology Corporation, Annual General Meeting, May 29, 2026Tripod Technology Corporation, Annual General Meeting, May 29, 2026, at 09:00 Taipei Standard Time. Location: 2 floor no,12, kung yeh rd., pingjhen district, taoyuan city Taiwan最新情報をもっと見るRecent updatesMajor Estimate Revision • May 15Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$87.5b to NT$98.8b. EPS estimate increased from NT$25.95 to NT$28.62 per share. Net income forecast to grow 46% next year vs 43% growth forecast for Electronic industry in Taiwan. Consensus price target up from NT$463 to NT$556. Share price was steady at NT$478 over the past week.Buy Or Sell Opportunity • May 13Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to NT$529. The fair value is estimated to be NT$424, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.Reported Earnings • May 09First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: NT$5.00 (up from NT$4.48 in 1Q 2025). Revenue: NT$21.0b (up 22% from 1Q 2025). Net income: NT$2.95b (up 25% from 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Electronic industry in Taiwan. 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 64% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • May 07Price target increased by 13% to NT$509Up from NT$452, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of NT$500. Stock is up 160% over the past year. The company is forecast to post earnings per share of NT$25.65 for next year compared to NT$19.45 last year.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$444, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 350% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$478 per share.お知らせ • Mar 11Tripod Technology Corporation, Annual General Meeting, May 29, 2026Tripod Technology Corporation, Annual General Meeting, May 29, 2026, at 09:00 Taipei Standard Time. Location: 2 floor no,12, kung yeh rd., pingjhen district, taoyuan city TaiwanReported Earnings • Mar 11Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: NT$19.45 (up from NT$15.95 in FY 2024). Revenue: NT$73.4b (up 12% from FY 2024). Net income: NT$10.2b (up 22% from FY 2024). Profit margin: 14% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jan 31Price target increased by 15% to NT$413Up from NT$358, the current price target is an average from 6 analysts. New target price is 10% above last closing price of NT$375. Stock is up 91% over the past year. The company is forecast to post earnings per share of NT$19.95 for next year compared to NT$15.95 last year.Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$373, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 333% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$493 per share.Reported Earnings • Nov 08Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: NT$5.62 (up from NT$4.43 in 3Q 2024). Revenue: NT$19.4b (up 9.7% from 3Q 2024). Net income: NT$2.95b (up 27% from 3Q 2024). Profit margin: 15% (up from 13% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 3.2%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Oct 17Now 20% undervaluedOver the last 90 days, the stock has risen 28% to NT$317. The fair value is estimated to be NT$398, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.Price Target Changed • Oct 16Price target increased by 8.6% to NT$349Up from NT$321, the current price target is an average from 6 analysts. New target price is 8.4% above last closing price of NT$322. Stock is up 67% over the past year. The company is forecast to post earnings per share of NT$19.71 for next year compared to NT$15.95 last year.Buy Or Sell Opportunity • Sep 01Now 21% undervaluedOver the last 90 days, the stock has risen 48% to NT$306. The fair value is estimated to be NT$387, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$330, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 272% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$350 per share.Reported Earnings • Aug 08Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: NT$4.65 (up from NT$3.78 in 2Q 2024). Revenue: NT$17.9b (up 13% from 2Q 2024). Net income: NT$2.44b (up 23% from 2Q 2024). Profit margin: 14% (up from 13% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 1.6%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 03Upcoming dividend of NT$10.30 per shareEligible shareholders must have bought the stock before 10 July 2025. Payment date: 14 August 2025. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (3.2%).Declared Dividend • Jun 04Dividend of NT$10.30 announcedShareholders will receive a dividend of NT$10.30. Ex-date: 10th July 2025 Payment date: 14th August 2025 Dividend yield will be 4.8%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 30Tripod Technology Corporation Approves Cash Dividend, Payable on August 14, 2025Tripod Technology Corporation at shareholders meeting on May 29, 2025 approved monetary amount of cash dividend distribution for common shares is TWD 5,413,740,749. Ex-rights (ex-dividend) trading date is July 10, 2025; Ex-rights (ex-dividend) record date is July 18, 2025; Payment date of common stock cash dividend distribution is August 14, 2025.Reported Earnings • May 12First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$4.48 (up from NT$3.50 in 1Q 2024). Revenue: NT$17.1b (up 12% from 1Q 2024). Net income: NT$2.36b (up 28% from 1Q 2024). Profit margin: 14% (up from 12% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 8.7%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 18% per year.お知らせ • May 01Tripod Technology Corporation to Report Q1, 2025 Results on May 08, 2025Tripod Technology Corporation announced that they will report Q1, 2025 results on May 08, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$164, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 54% over the past three years.Reported Earnings • Mar 08Full year 2024 earnings released: EPS: NT$15.95 (vs NT$11.53 in FY 2023)Full year 2024 results: EPS: NT$15.95 (up from NT$11.53 in FY 2023). Revenue: NT$65.8b (up 12% from FY 2023). Net income: NT$8.38b (up 38% from FY 2023). Profit margin: 13% (up from 10% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 03Tripod Technology Corporation, Annual General Meeting, May 29, 2025Tripod Technology Corporation, Annual General Meeting, May 29, 2025. Location: no,6-1, kung yeh 5th rd., pingjhen district, taoyuan city TaiwanBuy Or Sell Opportunity • Feb 04Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at NT$194. The fair value is estimated to be NT$244, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 8.0%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 34% in the next 2 years.Buy Or Sell Opportunity • Jan 13Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at NT$195. The fair value is estimated to be NT$246, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 8.0%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 34% in the next 2 years.Buy Or Sell Opportunity • Dec 19Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.0% to NT$195. The fair value is estimated to be NT$246, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 8.0%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 34% in the next 2 years.Buy Or Sell Opportunity • Nov 10Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at NT$193. The fair value is estimated to be NT$245, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 8.0%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 42% in the next 2 years.Reported Earnings • Nov 08Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: NT$4.42 (up from NT$4.07 in 3Q 2023). Revenue: NT$17.7b (up 8.8% from 3Q 2023). Net income: NT$2.33b (up 8.7% from 3Q 2023). Profit margin: 13% (in line with 3Q 2023). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 3.4%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 10Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: NT$3.78 (up from NT$1.82 in 2Q 2023). Revenue: NT$15.8b (up 18% from 2Q 2023). Net income: NT$1.99b (up 107% from 2Q 2023). Profit margin: 13% (up from 7.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 1.4%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 09Tripod Technology Corporation Announces Changes to Compensation CommitteeTripod Technology Corporation announces changes to Compensation Committee. Name of the previous position holder: Yeong-Cheng Wu, Hsing-Cheng Tai,Wei-Ping Tang. Resume of the previous position holder: Yeong-Cheng Wu, Vice president, VIA Embedded, VIA Technologies Independent director of Tripod Technology Corporation. Name of the new position holder: Hsing-Cheng Tai,Wei-Ping Tang, Hong-Cherng Wu. Resume of the new position holder: Hsing-Cheng Tai, CPA/Senior consultant, Ernst & Young Taiwan Independent director of Tripod Technology Corporation, Wei-Ping Tang, CPA, KSP Certified Public Accountants Limited Independent director of Tripod Technology Corporation, Hong-Cherng Wu, Attorney of Iustitia Law Firm Independent director of Tripod Technology Corporation. Circumstances of change: new appointment. Effective date of the new member is August 8, 2024. Original term is from August 8, 2024 to June 17, 2027.お知らせ • Aug 02Tripod Technology Corporation to Report Q2, 2024 Results on Aug 08, 2024Tripod Technology Corporation announced that they will report Q2, 2024 results on Aug 08, 2024Buy Or Sell Opportunity • Jul 30Now 20% undervaluedOver the last 90 days, the stock has risen 1.3% to NT$200. The fair value is estimated to be NT$251, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 54% in the next 2 years.Upcoming Dividend • Jul 05Upcoming dividend of NT$7.50 per shareEligible shareholders must have bought the stock before 10 July 2024. Payment date: 14 August 2024. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.6%).Declared Dividend • Jun 20Dividend increased to NT$7.50Dividend of NT$7.50 is 0.7% higher than last year. Ex-date: 10th July 2024 Payment date: 14th August 2024 Dividend yield will be 3.4%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 73% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 09First quarter 2024 earnings released: EPS: NT$3.50 (vs NT$2.18 in 1Q 2023)First quarter 2024 results: EPS: NT$3.50 (up from NT$2.18 in 1Q 2023). Revenue: NT$15.3b (up 7.4% from 1Q 2023). Net income: NT$1.84b (up 61% from 1Q 2023). Profit margin: 12% (up from 8.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Taiwan. 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 24% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$237, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 132% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$318 per share.Buy Or Sell Opportunity • Apr 09Now 20% undervaluedOver the last 90 days, the stock has risen 9.5% to NT$208. The fair value is estimated to be NT$260, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.0%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 57% in the next 2 years.Buy Or Sell Opportunity • Mar 26Now 21% undervaluedOver the last 90 days, the stock has risen 7.6% to NT$206. The fair value is estimated to be NT$261, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.0%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 57% in the next 2 years.Buy Or Sell Opportunity • Mar 11Now 21% undervaluedOver the last 90 days, the stock has risen 4.5% to NT$207. The fair value is estimated to be NT$261, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.0%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 57% in the next 2 years.Reported Earnings • Mar 05Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: NT$11.53 (down from NT$11.80 in FY 2022). Revenue: NT$58.9b (down 11% from FY 2022). Net income: NT$6.06b (down 2.2% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.お知らせ • Mar 01Tripod Technology Corporation, Annual General Meeting, Jun 18, 2024Tripod Technology Corporation, Annual General Meeting, Jun 18, 2024. Location: No.261, Nan Fung Rd., Tao Yuan City Taiwan Agenda: To consider 2023 Business Report; to consider Audit Committee's Review Report on the 2023 Financial Statements; to consider External Endorsement/Guarantee and Loan of Funds; and to consider other matters.Buy Or Sell Opportunity • Feb 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to NT$220. The fair value is estimated to be NT$183, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has declined by 2.8%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.Reported Earnings • Nov 14Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: EPS: NT$4.07 (up from NT$3.09 in 3Q 2022). Revenue: NT$16.2b (down 5.5% from 3Q 2022). Net income: NT$2.14b (up 32% from 3Q 2022). Profit margin: 13% (up from 9.5% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Major Estimate Revision • Nov 10Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from NT$9.77 to NT$11.28. Revenue forecast steady at NT$59.5b. Net income forecast to grow 30% next year vs 8.0% growth forecast for Electronic industry in Taiwan. Consensus price target up from NT$254 to NT$270. Share price rose 10% to NT$196 over the past week.New Risk • Oct 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Price Target Changed • Sep 19Price target increased by 11% to NT$239Up from NT$214, the current price target is an average from 4 analysts. New target price is 13% above last closing price of NT$212. Stock is up 113% over the past year. The company is forecast to post earnings per share of NT$10.05 for next year compared to NT$11.80 last year.Reported Earnings • Aug 09Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: NT$1.84 (down from NT$2.79 in 2Q 2022). Revenue: NT$13.4b (down 19% from 2Q 2022). Net income: NT$969.0m (down 34% from 2Q 2022). Profit margin: 7.2% (down from 8.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 13%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Price Target Changed • Aug 09Price target increased by 12% to NT$132Up from NT$118, the current price target is an average from 5 analysts. New target price is 26% below last closing price of NT$179. Stock is up 74% over the past year. The company is forecast to post earnings per share of NT$9.49 for next year compared to NT$11.80 last year.New Risk • Jul 25New 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 6.1% 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 (6.1% average weekly change).Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$144, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$70.24 per share.Upcoming Dividend • Jul 06Upcoming dividend of NT$7.45 per share at 6.0% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 16 August 2023. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (4.2%).Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$126, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Electronic industry in Taiwan. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$70.04 per share.Major Estimate Revision • May 10Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$64.7b to NT$60.8b. EPS estimate also fell from NT$10.94 per share to NT$9.43 per share. Net income forecast to shrink 20% next year vs 11% decline forecast for Electronic industry in Taiwan. Consensus price target reaffirmed at NT$116. Share price fell 5.6% to NT$110 over the past week.Reported Earnings • Mar 01Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: NT$11.80 (up from NT$11.15 in FY 2021). Revenue: NT$65.8b (up 4.4% from FY 2021). Net income: NT$6.20b (up 5.8% from FY 2021). Profit margin: 9.4% (up from 9.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) exceeded analyst estimates by 2.2%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.Reported Earnings • Nov 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: NT$3.09 (up from NT$3.04 in 3Q 2021). Revenue: NT$17.2b (up 6.3% from 3Q 2021). Net income: NT$1.63b (up 1.9% from 3Q 2021). Profit margin: 9.5% (in line with 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Daniel Wu was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: NT$3.09 (up from NT$3.04 in 3Q 2021). Revenue: NT$17.2b (up 6.3% from 3Q 2021). Net income: NT$1.63b (up 1.9% from 3Q 2021). Profit margin: 9.5% (in line with 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Nov 11Tripod Technology Corporation Announces Executive ChangesTripod Technology Corporation announced change of the Research and Development Officer. Name, title, and resume of the previous position holder: Cheng-Ming Lu, Deputy General Manager of Tripod Technology Corporation. Name, title, and resume of the new position holder: Le-Jen Huang, General Manager of Tripod Technology Corporation. Reason for the change: Position adjustment. Effective date is November 10, 2022.Reported Earnings • Aug 13Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: NT$2.79 (up from NT$2.53 in 2Q 2021). Revenue: NT$16.6b (up 10% from 2Q 2021). Net income: NT$1.47b (up 10% from 2Q 2021). Profit margin: 8.9% (up from 8.8% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 16%. Over the next year, revenue is forecast to grow 5.4%, compared to a 8.6% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.Upcoming Dividend • Jul 07Upcoming dividend of NT$7.00 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 17 August 2022. Payout ratio is a comfortable 62% but the company is not cash flow positive. Trailing yield: 6.9%. Within top quartile of Taiwanese dividend payers (6.8%). Higher than average of industry peers (5.1%).Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Daniel Wu was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 27Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: NT$11.15 (down from NT$11.65 in FY 2020). Revenue: NT$63.0b (up 13% from FY 2020). Net income: NT$5.86b (down 4.4% from FY 2020). Profit margin: 9.3% (down from 11% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 11%, compared to a 9.3% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 11% per year.お知らせ • Feb 26Tripod Technology Corporation, Annual General Meeting, Jun 21, 2022Tripod Technology Corporation, Annual General Meeting, Jun 21, 2022. Location: Pingzhen Industrial Park Management Center No.261, Nan Fung Rd., Pingzhen Dist., Taoyuan City 324 Tao-Yuan City Taiwan Agenda: To discuss and approve 2021 Business Report; to consider Audit Committee's Review Report on the 2021 Financial Statements; to consider External Endorsement/Guarantee and Loan of Funds; to report the distribution of 2021 employees' and directors' compensation; to consider 2021 Financial Statements; to consider on proposal for distribution of 2021 earnings; to discuss Amendments to Some Provisions of the Company's Operating Procedures for Acquisition or Disposal of Assets; and to discuss any other matters that need to be specified.Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS NT$3.04 (vs NT$3.81 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$16.2b (up 2.9% from 3Q 2020). Net income: NT$1.60b (down 20% from 3Q 2020). Profit margin: 9.9% (down from 13% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.Reported Earnings • Aug 10Second quarter 2021 earnings released: EPS NT$2.53 (vs NT$2.50 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: NT$15.0b (up 16% from 2Q 2020). Net income: NT$1.33b (up 1.2% from 2Q 2020). Profit margin: 8.8% (down from 10% 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 12% per year whereas the company’s share price has increased by 8% per year.Executive Departure • Jul 15Independent Director Hong-Cherng Wu has left the companyOn the 9th of July, Hong-Cherng Wu's tenure as Independent Director ended after 9.1 years in the role. We don't have any record of a personal shareholding under Hong-Cherng's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is 5.50 years.Executive Departure • Jul 15Director Zheng Ding Wang has left the companyOn the 9th of July, Zheng Ding Wang's tenure as Director ended after 9.1 years in the role. We don't have any record of a personal shareholding under Zheng Ding's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is 5.50 years.Executive Departure • Jul 15Director Chao Gui Xu has left the companyOn the 9th of July, Chao Gui Xu's tenure as Director ended after 9.1 years in the role. We don't have any record of a personal shareholding under Chao Gui's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is 5.50 years.Upcoming Dividend • Jul 06Upcoming dividend of NT$7.35 per shareEligible shareholders must have bought the stock before 13 July 2021. Payment date: 11 August 2021. Trailing yield: 5.3%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (2.9%).Executive Departure • May 15Chief Internal Auditor has left the companyOn the 15th of May, Li Yang Liao's tenure as Chief Internal Auditor ended after 9.2 years in the role. We don't have any record of a personal shareholding under Li Yang's name. Li Yang is the only executive to leave the company over the last 12 months.Reported Earnings • May 07First quarter 2021 earnings released: EPS NT$2.68 (vs NT$1.86 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$15.1b (up 29% from 1Q 2020). Net income: NT$1.41b (up 44% from 1Q 2020). Profit margin: 9.3% (up from 8.3% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.Analyst Estimate Surprise Post Earnings • Feb 27Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 5.0%. Over the next year, revenue is forecast to grow 11%, compared to a 16% growth forecast for the Electronic industry in Taiwan.お知らせ • Feb 26Tripod Technology Corporation, Annual General Meeting, Jun 16, 2021Tripod Technology Corporation, Annual General Meeting, Jun 16, 2021. Location: Pingzhen Industrial Park Management Center, No.261, Nan Fung Rd., Pingzhen Dist. Taoyuan City Taiwan Agenda: To discuss and approve 2020 Business Report; Audit Committee's Review Report on the 2020 Financial Statements; External Endorsement/Guarantee and Loan of Funds; The 2020 Employee Remuneration and Remuneration to Directors Report; Amendments to Rules and Procedures for Board of Directors Meetings; 2020 Financial Statements; Proposal for distribution of 2020 earnings; Discuss the revision of Rules of Procedure for Shareholders' Meetings; Discuss the amendment to Articles of Incorporation; Election of the Board of Directors; Discuss to release the Directors from non-competition restrictions.Reported Earnings • Feb 26Full year 2020 earnings released: EPS NT$11.65 (vs NT$11.49 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: NT$55.5b (up 2.0% from FY 2019). Net income: NT$6.13b (up 1.5% from FY 2019). Profit margin: 11% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.Is New 90 Day High Low • Feb 22New 90-day high: NT$136The company is up 11% from its price of NT$123 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 Electronic industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$112 per share.株主還元3044TW ElectronicTW 市場7D-0.7%-0.4%-0.9%1Y138.8%174.6%88.1%株主還元を見る業界別リターン: 3044過去 1 年間で174.6 % の収益を上げたTW Electronic業界を下回りました。リターン対市場: 3044過去 1 年間で88.1 % の収益を上げたTW市場を上回りました。価格変動Is 3044's price volatile compared to industry and market?3044 volatility3044 Average Weekly Movement7.9%Electronic Industry Average Movement8.4%Market Average Movement6.2%10% most volatile stocks in TW Market12.2%10% least volatile stocks in TW Market2.5%安定した株価: 3044 、 TW市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 3044の 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1991n/aLe-Jen Huangwww.tripod-tech.comトライポッドテクノロジー株式会社は、台湾、中国、ベトナム、タイ、韓国、マレーシア、および国際的にプリント回路基板およびその他の関連部品の加工、製造、販売を行っている。同社は、任意の層、両面、HDI、ヘビー銅、多層、高層数、セミフレックス、組み込みフェライト、ハイブリッドラミネーション構造からなるプリント回路基板を提供している。また、電子部品や化学材料の製造・卸売、プリント基板や電子部品原材料の取引、電子レジスターの製造、投資活動も行っている。同社は、メモリーモジュール、薄膜トランジスタ液晶ディスプレイ（TFT LCD）、ハードディスクドライブ、サーバー／ワークステーション、自動車、ノートパソコン、携帯電話などの用途にプリント回路基板を提供している。同社は1991年に設立され、台湾桃園市に本社を置いている。もっと見るTripod Technology Corporation 基礎のまとめTripod Technology の収益と売上を時価総額と比較するとどうか。3044 基礎統計学時価総額NT$250.98b収益（TTM）NT$10.82b売上高(TTM)NT$77.24b23.2xPER（株価収益率3.2xP/Sレシオ3044 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計3044 損益計算書（TTM）収益NT$77.24b売上原価NT$56.96b売上総利益NT$20.27bその他の費用NT$9.46b収益NT$10.82b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）20.58グロス・マージン26.25%純利益率14.00%有利子負債／自己資本比率9.4%3044 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.7%現在の配当利回り62%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/17 00:38終値2026/05/15 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Tripod Technology Corporation 5 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。22 アナリスト機関Hsin-Shan GaiBarclaysYingchao YangBarclaysJill SuBofA Global Research19 その他のアナリストを表示
Major Estimate Revision • May 15Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$87.5b to NT$98.8b. EPS estimate increased from NT$25.95 to NT$28.62 per share. Net income forecast to grow 46% next year vs 43% growth forecast for Electronic industry in Taiwan. Consensus price target up from NT$463 to NT$556. Share price was steady at NT$478 over the past week.
Buy Or Sell Opportunity • May 13Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to NT$529. The fair value is estimated to be NT$424, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.
Reported Earnings • May 09First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: NT$5.00 (up from NT$4.48 in 1Q 2025). Revenue: NT$21.0b (up 22% from 1Q 2025). Net income: NT$2.95b (up 25% from 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Electronic industry in Taiwan. 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 64% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • May 07Price target increased by 13% to NT$509Up from NT$452, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of NT$500. Stock is up 160% over the past year. The company is forecast to post earnings per share of NT$25.65 for next year compared to NT$19.45 last year.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$444, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 350% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$478 per share.
お知らせ • Mar 11Tripod Technology Corporation, Annual General Meeting, May 29, 2026Tripod Technology Corporation, Annual General Meeting, May 29, 2026, at 09:00 Taipei Standard Time. Location: 2 floor no,12, kung yeh rd., pingjhen district, taoyuan city Taiwan
Major Estimate Revision • May 15Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$87.5b to NT$98.8b. EPS estimate increased from NT$25.95 to NT$28.62 per share. Net income forecast to grow 46% next year vs 43% growth forecast for Electronic industry in Taiwan. Consensus price target up from NT$463 to NT$556. Share price was steady at NT$478 over the past week.
Buy Or Sell Opportunity • May 13Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to NT$529. The fair value is estimated to be NT$424, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.
Reported Earnings • May 09First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: NT$5.00 (up from NT$4.48 in 1Q 2025). Revenue: NT$21.0b (up 22% from 1Q 2025). Net income: NT$2.95b (up 25% from 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Electronic industry in Taiwan. 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 64% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • May 07Price target increased by 13% to NT$509Up from NT$452, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of NT$500. Stock is up 160% over the past year. The company is forecast to post earnings per share of NT$25.65 for next year compared to NT$19.45 last year.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$444, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 350% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$478 per share.
お知らせ • Mar 11Tripod Technology Corporation, Annual General Meeting, May 29, 2026Tripod Technology Corporation, Annual General Meeting, May 29, 2026, at 09:00 Taipei Standard Time. Location: 2 floor no,12, kung yeh rd., pingjhen district, taoyuan city Taiwan
Reported Earnings • Mar 11Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: NT$19.45 (up from NT$15.95 in FY 2024). Revenue: NT$73.4b (up 12% from FY 2024). Net income: NT$10.2b (up 22% from FY 2024). Profit margin: 14% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jan 31Price target increased by 15% to NT$413Up from NT$358, the current price target is an average from 6 analysts. New target price is 10% above last closing price of NT$375. Stock is up 91% over the past year. The company is forecast to post earnings per share of NT$19.95 for next year compared to NT$15.95 last year.
Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$373, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 333% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$493 per share.
Reported Earnings • Nov 08Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: NT$5.62 (up from NT$4.43 in 3Q 2024). Revenue: NT$19.4b (up 9.7% from 3Q 2024). Net income: NT$2.95b (up 27% from 3Q 2024). Profit margin: 15% (up from 13% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 3.2%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Oct 17Now 20% undervaluedOver the last 90 days, the stock has risen 28% to NT$317. The fair value is estimated to be NT$398, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.
Price Target Changed • Oct 16Price target increased by 8.6% to NT$349Up from NT$321, the current price target is an average from 6 analysts. New target price is 8.4% above last closing price of NT$322. Stock is up 67% over the past year. The company is forecast to post earnings per share of NT$19.71 for next year compared to NT$15.95 last year.
Buy Or Sell Opportunity • Sep 01Now 21% undervaluedOver the last 90 days, the stock has risen 48% to NT$306. The fair value is estimated to be NT$387, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$330, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 272% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$350 per share.
Reported Earnings • Aug 08Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: NT$4.65 (up from NT$3.78 in 2Q 2024). Revenue: NT$17.9b (up 13% from 2Q 2024). Net income: NT$2.44b (up 23% from 2Q 2024). Profit margin: 14% (up from 13% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 1.6%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 03Upcoming dividend of NT$10.30 per shareEligible shareholders must have bought the stock before 10 July 2025. Payment date: 14 August 2025. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (3.2%).
Declared Dividend • Jun 04Dividend of NT$10.30 announcedShareholders will receive a dividend of NT$10.30. Ex-date: 10th July 2025 Payment date: 14th August 2025 Dividend yield will be 4.8%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 30Tripod Technology Corporation Approves Cash Dividend, Payable on August 14, 2025Tripod Technology Corporation at shareholders meeting on May 29, 2025 approved monetary amount of cash dividend distribution for common shares is TWD 5,413,740,749. Ex-rights (ex-dividend) trading date is July 10, 2025; Ex-rights (ex-dividend) record date is July 18, 2025; Payment date of common stock cash dividend distribution is August 14, 2025.
Reported Earnings • May 12First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$4.48 (up from NT$3.50 in 1Q 2024). Revenue: NT$17.1b (up 12% from 1Q 2024). Net income: NT$2.36b (up 28% from 1Q 2024). Profit margin: 14% (up from 12% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 8.7%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 18% per year.
お知らせ • May 01Tripod Technology Corporation to Report Q1, 2025 Results on May 08, 2025Tripod Technology Corporation announced that they will report Q1, 2025 results on May 08, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$164, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 54% over the past three years.
Reported Earnings • Mar 08Full year 2024 earnings released: EPS: NT$15.95 (vs NT$11.53 in FY 2023)Full year 2024 results: EPS: NT$15.95 (up from NT$11.53 in FY 2023). Revenue: NT$65.8b (up 12% from FY 2023). Net income: NT$8.38b (up 38% from FY 2023). Profit margin: 13% (up from 10% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 03Tripod Technology Corporation, Annual General Meeting, May 29, 2025Tripod Technology Corporation, Annual General Meeting, May 29, 2025. Location: no,6-1, kung yeh 5th rd., pingjhen district, taoyuan city Taiwan
Buy Or Sell Opportunity • Feb 04Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at NT$194. The fair value is estimated to be NT$244, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 8.0%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 34% in the next 2 years.
Buy Or Sell Opportunity • Jan 13Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at NT$195. The fair value is estimated to be NT$246, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 8.0%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 34% in the next 2 years.
Buy Or Sell Opportunity • Dec 19Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.0% to NT$195. The fair value is estimated to be NT$246, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 8.0%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 34% in the next 2 years.
Buy Or Sell Opportunity • Nov 10Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at NT$193. The fair value is estimated to be NT$245, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 8.0%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 42% in the next 2 years.
Reported Earnings • Nov 08Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: NT$4.42 (up from NT$4.07 in 3Q 2023). Revenue: NT$17.7b (up 8.8% from 3Q 2023). Net income: NT$2.33b (up 8.7% from 3Q 2023). Profit margin: 13% (in line with 3Q 2023). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 3.4%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 10Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: NT$3.78 (up from NT$1.82 in 2Q 2023). Revenue: NT$15.8b (up 18% from 2Q 2023). Net income: NT$1.99b (up 107% from 2Q 2023). Profit margin: 13% (up from 7.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 1.4%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 09Tripod Technology Corporation Announces Changes to Compensation CommitteeTripod Technology Corporation announces changes to Compensation Committee. Name of the previous position holder: Yeong-Cheng Wu, Hsing-Cheng Tai,Wei-Ping Tang. Resume of the previous position holder: Yeong-Cheng Wu, Vice president, VIA Embedded, VIA Technologies Independent director of Tripod Technology Corporation. Name of the new position holder: Hsing-Cheng Tai,Wei-Ping Tang, Hong-Cherng Wu. Resume of the new position holder: Hsing-Cheng Tai, CPA/Senior consultant, Ernst & Young Taiwan Independent director of Tripod Technology Corporation, Wei-Ping Tang, CPA, KSP Certified Public Accountants Limited Independent director of Tripod Technology Corporation, Hong-Cherng Wu, Attorney of Iustitia Law Firm Independent director of Tripod Technology Corporation. Circumstances of change: new appointment. Effective date of the new member is August 8, 2024. Original term is from August 8, 2024 to June 17, 2027.
お知らせ • Aug 02Tripod Technology Corporation to Report Q2, 2024 Results on Aug 08, 2024Tripod Technology Corporation announced that they will report Q2, 2024 results on Aug 08, 2024
Buy Or Sell Opportunity • Jul 30Now 20% undervaluedOver the last 90 days, the stock has risen 1.3% to NT$200. The fair value is estimated to be NT$251, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 54% in the next 2 years.
Upcoming Dividend • Jul 05Upcoming dividend of NT$7.50 per shareEligible shareholders must have bought the stock before 10 July 2024. Payment date: 14 August 2024. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.6%).
Declared Dividend • Jun 20Dividend increased to NT$7.50Dividend of NT$7.50 is 0.7% higher than last year. Ex-date: 10th July 2024 Payment date: 14th August 2024 Dividend yield will be 3.4%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 73% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 09First quarter 2024 earnings released: EPS: NT$3.50 (vs NT$2.18 in 1Q 2023)First quarter 2024 results: EPS: NT$3.50 (up from NT$2.18 in 1Q 2023). Revenue: NT$15.3b (up 7.4% from 1Q 2023). Net income: NT$1.84b (up 61% from 1Q 2023). Profit margin: 12% (up from 8.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Taiwan. 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 24% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$237, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 132% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$318 per share.
Buy Or Sell Opportunity • Apr 09Now 20% undervaluedOver the last 90 days, the stock has risen 9.5% to NT$208. The fair value is estimated to be NT$260, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.0%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 57% in the next 2 years.
Buy Or Sell Opportunity • Mar 26Now 21% undervaluedOver the last 90 days, the stock has risen 7.6% to NT$206. The fair value is estimated to be NT$261, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.0%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 57% in the next 2 years.
Buy Or Sell Opportunity • Mar 11Now 21% undervaluedOver the last 90 days, the stock has risen 4.5% to NT$207. The fair value is estimated to be NT$261, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.0%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 57% in the next 2 years.
Reported Earnings • Mar 05Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: NT$11.53 (down from NT$11.80 in FY 2022). Revenue: NT$58.9b (down 11% from FY 2022). Net income: NT$6.06b (down 2.2% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
お知らせ • Mar 01Tripod Technology Corporation, Annual General Meeting, Jun 18, 2024Tripod Technology Corporation, Annual General Meeting, Jun 18, 2024. Location: No.261, Nan Fung Rd., Tao Yuan City Taiwan Agenda: To consider 2023 Business Report; to consider Audit Committee's Review Report on the 2023 Financial Statements; to consider External Endorsement/Guarantee and Loan of Funds; and to consider other matters.
Buy Or Sell Opportunity • Feb 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to NT$220. The fair value is estimated to be NT$183, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has declined by 2.8%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.
Reported Earnings • Nov 14Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: EPS: NT$4.07 (up from NT$3.09 in 3Q 2022). Revenue: NT$16.2b (down 5.5% from 3Q 2022). Net income: NT$2.14b (up 32% from 3Q 2022). Profit margin: 13% (up from 9.5% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Major Estimate Revision • Nov 10Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from NT$9.77 to NT$11.28. Revenue forecast steady at NT$59.5b. Net income forecast to grow 30% next year vs 8.0% growth forecast for Electronic industry in Taiwan. Consensus price target up from NT$254 to NT$270. Share price rose 10% to NT$196 over the past week.
New Risk • Oct 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Price Target Changed • Sep 19Price target increased by 11% to NT$239Up from NT$214, the current price target is an average from 4 analysts. New target price is 13% above last closing price of NT$212. Stock is up 113% over the past year. The company is forecast to post earnings per share of NT$10.05 for next year compared to NT$11.80 last year.
Reported Earnings • Aug 09Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: NT$1.84 (down from NT$2.79 in 2Q 2022). Revenue: NT$13.4b (down 19% from 2Q 2022). Net income: NT$969.0m (down 34% from 2Q 2022). Profit margin: 7.2% (down from 8.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 13%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Price Target Changed • Aug 09Price target increased by 12% to NT$132Up from NT$118, the current price target is an average from 5 analysts. New target price is 26% below last closing price of NT$179. Stock is up 74% over the past year. The company is forecast to post earnings per share of NT$9.49 for next year compared to NT$11.80 last year.
New Risk • Jul 25New 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 6.1% 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 (6.1% average weekly change).
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$144, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$70.24 per share.
Upcoming Dividend • Jul 06Upcoming dividend of NT$7.45 per share at 6.0% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 16 August 2023. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (4.2%).
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$126, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Electronic industry in Taiwan. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$70.04 per share.
Major Estimate Revision • May 10Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$64.7b to NT$60.8b. EPS estimate also fell from NT$10.94 per share to NT$9.43 per share. Net income forecast to shrink 20% next year vs 11% decline forecast for Electronic industry in Taiwan. Consensus price target reaffirmed at NT$116. Share price fell 5.6% to NT$110 over the past week.
Reported Earnings • Mar 01Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: NT$11.80 (up from NT$11.15 in FY 2021). Revenue: NT$65.8b (up 4.4% from FY 2021). Net income: NT$6.20b (up 5.8% from FY 2021). Profit margin: 9.4% (up from 9.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) exceeded analyst estimates by 2.2%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.
Reported Earnings • Nov 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: NT$3.09 (up from NT$3.04 in 3Q 2021). Revenue: NT$17.2b (up 6.3% from 3Q 2021). Net income: NT$1.63b (up 1.9% from 3Q 2021). Profit margin: 9.5% (in line with 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Daniel Wu was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: NT$3.09 (up from NT$3.04 in 3Q 2021). Revenue: NT$17.2b (up 6.3% from 3Q 2021). Net income: NT$1.63b (up 1.9% from 3Q 2021). Profit margin: 9.5% (in line with 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Nov 11Tripod Technology Corporation Announces Executive ChangesTripod Technology Corporation announced change of the Research and Development Officer. Name, title, and resume of the previous position holder: Cheng-Ming Lu, Deputy General Manager of Tripod Technology Corporation. Name, title, and resume of the new position holder: Le-Jen Huang, General Manager of Tripod Technology Corporation. Reason for the change: Position adjustment. Effective date is November 10, 2022.
Reported Earnings • Aug 13Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: NT$2.79 (up from NT$2.53 in 2Q 2021). Revenue: NT$16.6b (up 10% from 2Q 2021). Net income: NT$1.47b (up 10% from 2Q 2021). Profit margin: 8.9% (up from 8.8% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 16%. Over the next year, revenue is forecast to grow 5.4%, compared to a 8.6% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.
Upcoming Dividend • Jul 07Upcoming dividend of NT$7.00 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 17 August 2022. Payout ratio is a comfortable 62% but the company is not cash flow positive. Trailing yield: 6.9%. Within top quartile of Taiwanese dividend payers (6.8%). Higher than average of industry peers (5.1%).
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Daniel Wu was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 27Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: NT$11.15 (down from NT$11.65 in FY 2020). Revenue: NT$63.0b (up 13% from FY 2020). Net income: NT$5.86b (down 4.4% from FY 2020). Profit margin: 9.3% (down from 11% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 11%, compared to a 9.3% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Feb 26Tripod Technology Corporation, Annual General Meeting, Jun 21, 2022Tripod Technology Corporation, Annual General Meeting, Jun 21, 2022. Location: Pingzhen Industrial Park Management Center No.261, Nan Fung Rd., Pingzhen Dist., Taoyuan City 324 Tao-Yuan City Taiwan Agenda: To discuss and approve 2021 Business Report; to consider Audit Committee's Review Report on the 2021 Financial Statements; to consider External Endorsement/Guarantee and Loan of Funds; to report the distribution of 2021 employees' and directors' compensation; to consider 2021 Financial Statements; to consider on proposal for distribution of 2021 earnings; to discuss Amendments to Some Provisions of the Company's Operating Procedures for Acquisition or Disposal of Assets; and to discuss any other matters that need to be specified.
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS NT$3.04 (vs NT$3.81 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$16.2b (up 2.9% from 3Q 2020). Net income: NT$1.60b (down 20% from 3Q 2020). Profit margin: 9.9% (down from 13% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.
Reported Earnings • Aug 10Second quarter 2021 earnings released: EPS NT$2.53 (vs NT$2.50 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: NT$15.0b (up 16% from 2Q 2020). Net income: NT$1.33b (up 1.2% from 2Q 2020). Profit margin: 8.8% (down from 10% 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 12% per year whereas the company’s share price has increased by 8% per year.
Executive Departure • Jul 15Independent Director Hong-Cherng Wu has left the companyOn the 9th of July, Hong-Cherng Wu's tenure as Independent Director ended after 9.1 years in the role. We don't have any record of a personal shareholding under Hong-Cherng's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is 5.50 years.
Executive Departure • Jul 15Director Zheng Ding Wang has left the companyOn the 9th of July, Zheng Ding Wang's tenure as Director ended after 9.1 years in the role. We don't have any record of a personal shareholding under Zheng Ding's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is 5.50 years.
Executive Departure • Jul 15Director Chao Gui Xu has left the companyOn the 9th of July, Chao Gui Xu's tenure as Director ended after 9.1 years in the role. We don't have any record of a personal shareholding under Chao Gui's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is 5.50 years.
Upcoming Dividend • Jul 06Upcoming dividend of NT$7.35 per shareEligible shareholders must have bought the stock before 13 July 2021. Payment date: 11 August 2021. Trailing yield: 5.3%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (2.9%).
Executive Departure • May 15Chief Internal Auditor has left the companyOn the 15th of May, Li Yang Liao's tenure as Chief Internal Auditor ended after 9.2 years in the role. We don't have any record of a personal shareholding under Li Yang's name. Li Yang is the only executive to leave the company over the last 12 months.
Reported Earnings • May 07First quarter 2021 earnings released: EPS NT$2.68 (vs NT$1.86 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$15.1b (up 29% from 1Q 2020). Net income: NT$1.41b (up 44% from 1Q 2020). Profit margin: 9.3% (up from 8.3% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.
Analyst Estimate Surprise Post Earnings • Feb 27Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 5.0%. Over the next year, revenue is forecast to grow 11%, compared to a 16% growth forecast for the Electronic industry in Taiwan.
お知らせ • Feb 26Tripod Technology Corporation, Annual General Meeting, Jun 16, 2021Tripod Technology Corporation, Annual General Meeting, Jun 16, 2021. Location: Pingzhen Industrial Park Management Center, No.261, Nan Fung Rd., Pingzhen Dist. Taoyuan City Taiwan Agenda: To discuss and approve 2020 Business Report; Audit Committee's Review Report on the 2020 Financial Statements; External Endorsement/Guarantee and Loan of Funds; The 2020 Employee Remuneration and Remuneration to Directors Report; Amendments to Rules and Procedures for Board of Directors Meetings; 2020 Financial Statements; Proposal for distribution of 2020 earnings; Discuss the revision of Rules of Procedure for Shareholders' Meetings; Discuss the amendment to Articles of Incorporation; Election of the Board of Directors; Discuss to release the Directors from non-competition restrictions.
Reported Earnings • Feb 26Full year 2020 earnings released: EPS NT$11.65 (vs NT$11.49 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: NT$55.5b (up 2.0% from FY 2019). Net income: NT$6.13b (up 1.5% from FY 2019). Profit margin: 11% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.
Is New 90 Day High Low • Feb 22New 90-day high: NT$136The company is up 11% from its price of NT$123 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 Electronic industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$112 per share.
