View ValuationTaiSol Electronics 将来の成長Future 基準チェック /06現在、 TaiSol Electronicsの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Electronic 収益成長31.7%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報お知らせ • Sep 22TaiSol Electronics Co., Ltd. Provides Revenue Guidance for the Fourth Quarter of 2023 and Full Year of 2024TaiSol Electronics Co., Ltd. provided revenue guidance for the fourth quarter of 2023. Estimated revenue in the fourth quarter of 2023 will be better than the third quarter of 2023, and business performance in the second half of 2023 will also be better than the first half of 2023.For the year 2024, the company expects operating revenue to recover to nearly TWD 4.6 billion as of 2022.Price Target Changed • Dec 19Price target decreased to NT$46.00Down from NT$56.50, the current price target is provided by 1 analyst. New target price is 39% above last closing price of NT$33.10. Stock is down 36% over the past year. The company is forecast to post earnings per share of NT$2.86 for next year compared to NT$2.13 last year.Price Target Changed • Apr 27Price target increased to NT$63.50Up from NT$57.00, the current price target is provided by 1 analyst. New target price is 45% above last closing price of NT$43.80. Stock is down 28% over the past year. The company is forecast to post earnings per share of NT$2.75 for next year compared to NT$2.13 last year.Price Target Changed • Nov 11Price target decreased to NT$37.00Down from NT$45.00, the current price target is provided by 1 analyst. New target price is 21% below last closing price of NT$46.60. Stock is down 29% over the past year. The company is forecast to post earnings per share of NT$1.95 for next year compared to NT$2.58 last year.Price Target Changed • May 25Price target decreased to NT$65.33Down from NT$72.67, the current price target is provided by 1 analyst. New target price is 40% above last closing price of NT$46.60. Stock is down 50% over the past year.Major Estimate Revision • May 25Consensus EPS estimates fall to NT$2.23The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from NT$5.86b to NT$5.38b. EPS estimate also fell from NT$3.96 to NT$2.23. Net income forecast to grow 18% next year vs 20% growth forecast for Electronic industry in Taiwan. Consensus price target of NT$76.67 unchanged from last update. Share price was steady at NT$45.80 over the past week.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$71.10, the stock trades at a trailing P/E ratio of 39.7x. Average trailing P/E is 31x in the Electronic industry in Taiwan. Total returns to shareholders of 82% over the past three years.Reported Earnings • Mar 08Full year 2025 earnings released: EPS: NT$1.80 (vs NT$3.00 in FY 2024)Full year 2025 results: EPS: NT$1.80 (down from NT$3.00 in FY 2024). Revenue: NT$3.62b (down 3.5% from FY 2024). Net income: NT$156.4m (down 41% from FY 2024). Profit margin: 4.3% (down from 7.0% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 7% 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 05TaiSol Electronics Co., Ltd., Annual General Meeting, May 26, 2026TaiSol Electronics Co., Ltd., Annual General Meeting, May 26, 2026. Location: 1 floor no,335, jui kuang rd., neihu district, taipei city TaiwanValuation Update With 7 Day Price Move • Jan 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$59.50, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 105% over the past three years.Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: NT$0.35 (vs NT$0.47 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.35 (down from NT$0.47 in 3Q 2024). Revenue: NT$882.9m (down 5.0% from 3Q 2024). Net income: NT$30.5m (down 26% from 3Q 2024). Profit margin: 3.5% (down from 4.4% in 3Q 2024). The decrease in margin was driven by lower 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 17% per year, which means it is well ahead of earnings.Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: NT$0.49 (vs NT$0.85 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.49 (down from NT$0.85 in 2Q 2024). Revenue: NT$976.7m (down 3.6% from 2Q 2024). Net income: NT$42.4m (down 43% from 2Q 2024). Profit margin: 4.3% (down from 7.3% in 2Q 2024). 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 13% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$62.10, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total returns to shareholders of 69% over the past three years.Declared Dividend • Jun 19Dividend of NT$2.01 announcedShareholders will receive a dividend of NT$2.01. Ex-date: 2nd July 2025 Payment date: 29th July 2025 Dividend yield will be 3.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (167% cash payout ratio). The dividend has increased by an average of 2.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 22% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.0% EPS decline seen over the last 5 years.Reported Earnings • May 11First quarter 2025 earnings released: EPS: NT$0.61 (vs NT$0.77 in 1Q 2024)First quarter 2025 results: EPS: NT$0.61 (down from NT$0.77 in 1Q 2024). Revenue: NT$937.6m (up 9.1% from 1Q 2024). Net income: NT$52.9m (down 22% from 1Q 2024). Profit margin: 5.6% (down from 7.9% 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 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 22TaiSol Electronics Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025TaiSol Electronics Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$44.05, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total loss to shareholders of 1.9% over the past three years.お知らせ • Mar 28TaiSol Electronics Co., Ltd. announced a financing transactionTaiSol Electronics Co., Ltd. announced a private placement that it will issue 6,000,000 common shares of the company to receive funding on March 27, 2025.お知らせ • Mar 18Taisol Electronics Co., Ltd. Announces Appointments to Sustainable Development CommitteeTaiSol Electronics Co., Ltd. announced resolution of the Board of Directors to establish the Sustainable Development Committee. Name of the new position holder: Chen, Li-Mei Peng, Peng-Huang Liu, Ko-Ping. Resume of the new position holder: Chen, Li-Mei/Independent Director of the Company Peng, Peng-Huang/Chairperson of the Company Liu, Ko-Ping/Chief Operating Officer and President of the Company. Effective date of the new member: March 5, 2025.Reported Earnings • Mar 13Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: NT$3.00 (up from NT$2.78 in FY 2023). Revenue: NT$3.75b (down 1.5% from FY 2023). Net income: NT$262.7m (up 8.0% from FY 2023). Profit margin: 7.0% (up from 6.4% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 16%. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.お知らせ • Mar 06TaiSol Electronics Co., Ltd., Annual General Meeting, May 22, 2025TaiSol Electronics Co., Ltd., Annual General Meeting, May 22, 2025, at 09:00 Taipei Standard Time. Location: 12 floor no,350, sung chiang rd., jhongshan district, taipei city Taiwanお知らせ • Feb 26TaiSol Electronics Co., Ltd. to Report Fiscal Year 2024 Results on Mar 05, 2025TaiSol Electronics Co., Ltd. announced that they will report fiscal year 2024 results at 1:30 PM, Taipei Standard Time on Mar 05, 2025Buy Or Sell Opportunity • Nov 26Now 20% overvaluedOver the last 90 days, the stock has fallen 3.2% to NT$73.60. The fair value is estimated to be NT$61.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has grown by 9.4%. Revenue is forecast to grow by 51% in a year. Earnings are forecast to grow by 95% in the next year.Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$71.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Electronic industry in Taiwan. Total returns to shareholders of 40% over the past three years.分析記事 • Nov 06TaiSol Electronics' (TWSE:3338) Strong Earnings Are Of Good QualityTaiSol Electronics Co., Ltd. ( TWSE:3338 ) just reported healthy earnings but the stock price didn't move much. Our...Reported Earnings • Nov 04Third quarter 2024 earnings: Revenues miss analyst expectationsThird quarter 2024 results: Revenue: NT$929.5m (down 11% from 3Q 2023). Net income: NT$40.9m (down 52% from 3Q 2023). Profit margin: 4.4% (down from 8.2% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 24%. Revenue is forecast to grow 38% 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 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 23TaiSol Electronics Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024TaiSol Electronics Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Reported Earnings • Aug 09Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: NT$0.85 (up from NT$0.74 in 2Q 2023). Revenue: NT$1.01b (up 19% from 2Q 2023). Net income: NT$74.3m (up 15% from 2Q 2023). Profit margin: 7.3% (down from 7.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 18% per year.New Risk • Aug 09New major risk - Revenue and earnings growthEarnings have declined by 2.1% 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 Risk Earnings have declined by 2.1% per year over the past 5 years. 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 (7.7% average weekly change).Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$71.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 66% over the past three years.お知らせ • Jul 31TaiSol Electronics Co., Ltd. to Report Q2, 2024 Results on Aug 07, 2024TaiSol Electronics Co., Ltd. announced that they will report Q2, 2024 results on Aug 07, 2024Upcoming Dividend • Jun 13Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 20 June 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Taiwanese dividend payers (4.3%). Lower than average of industry peers (2.8%).Board Change • Jun 01Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 6 new directors. No experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Director Chun-Shan Hsieh is the most experienced director on the board, commencing their role in 2013. Independent Director Hwei-Min Wang was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Declared Dividend • May 27Dividend of NT$2.00 announcedDividend of NT$2.00 is the same as last year. Ex-date: 20th June 2024 Payment date: 25th July 2024 Dividend yield will be 2.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 2.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 25+ 4 more updatesTaiSol Electronics Co., Ltd. Announces Cash Dividend, Payable on July 25, 2024The board of directors of TaiSol Electronics Co., Ltd. announced common stock dividend distribution: cash dividend to common shareholders: TWD 174,916,282 (TWD 2 per share). Ex-rights (ex-dividend) trading date: June 20, 2024. Ex-rights (ex-dividend) record date: June 27, 2024. Payment date of common stock cash dividend distribution: July 25, 2024.Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$87.80, the stock trades at a trailing P/E ratio of 27x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 112% over the past three years.Reported Earnings • May 01First quarter 2024 earnings released: EPS: NT$0.77 (vs NT$0.30 in 1Q 2023)First quarter 2024 results: EPS: NT$0.77 (up from NT$0.30 in 1Q 2023). Revenue: NT$859.3m (up 3.5% from 1Q 2023). Net income: NT$67.7m (up 156% from 1Q 2023). Profit margin: 7.9% (up from 3.2% in 1Q 2023). The increase in margin was primarily driven by higher revenue. 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 10% per year.分析記事 • Apr 29Earnings Not Telling The Story For TaiSol Electronics Co., Ltd. (TWSE:3338)With a price-to-earnings (or "P/E") ratio of 26.5x TaiSol Electronics Co., Ltd. ( TWSE:3338 ) may be sending bearish...Buy Or Sell Opportunity • Apr 16Now 22% undervaluedOver the last 90 days, the stock has risen 6.3% to NT$64.60. The fair value is estimated to be NT$82.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has grown by 11%.Buy Or Sell Opportunity • Mar 22Now 20% undervaluedOver the last 90 days, the stock has risen 8.1% to NT$65.70. The fair value is estimated to be NT$82.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has grown by 11%.New Risk • Mar 08New 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 6.0% 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: Major Risk Earnings have declined by 0.2% per year over the past 5 years. 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 (6.0% average weekly change).Reported Earnings • Mar 05Full year 2023 earnings released: EPS: NT$2.78 (vs NT$3.05 in FY 2022)Full year 2023 results: EPS: NT$2.78 (down from NT$3.05 in FY 2022). Revenue: NT$3.81b (down 17% from FY 2022). Net income: NT$243.3m (down 9.0% from FY 2022). Profit margin: 6.4% (up from 5.9% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 01Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: NT$0.98 (up from NT$0.91 in 3Q 2022). Revenue: NT$1.04b (down 15% from 3Q 2022). Net income: NT$85.7m (up 7.2% from 3Q 2022). Profit margin: 8.2% (up from 6.5% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 21%. Earnings per share (EPS) exceeded analyst estimates by 32%. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Sep 22TaiSol Electronics Co., Ltd. Provides Revenue Guidance for the Fourth Quarter of 2023 and Full Year of 2024TaiSol Electronics Co., Ltd. provided revenue guidance for the fourth quarter of 2023. Estimated revenue in the fourth quarter of 2023 will be better than the third quarter of 2023, and business performance in the second half of 2023 will also be better than the first half of 2023.For the year 2024, the company expects operating revenue to recover to nearly TWD 4.6 billion as of 2022.お知らせ • Sep 10+ 1 more updateTaiSol Electronics Co., Ltd. Appoints Chun-Hsin Liang as Chief Executive OfficerTaiSol Electronics Co., Ltd. appointed Chun-Hsin Liang, President of the Company as Chief Executive Officer, Effective date of September 8, 2023.Board Change • Sep 04Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Yen-Ling Fang was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 02TaiSol Electronics Co., Ltd. Announces Retirement of Ching-Sung Yu as Chief Executive OfficerTaiSol Electronics Co., Ltd. announced the retirement of Ching-Sung Yu as Chief Executive Officer, Effective date is August 31, 2023. New Chief Executive Officer will be announced after the resolution by the Board of Directors is made.お知らせ • Aug 30Taisol Electronics Co., Ltd. Announces Change in Representative of Institutional DirectorTaiSol Electronics Co., Ltd. announced the change in representative of the Company's institutional director. Name of the previous position holder: Po-Hsin Yu. Resume of the previous position holder: Special assistant of the Chairman and chief of procurement of the Company. Name of the new position holder: Peng-Huang Peng 6.Resume of the new position holder: Vice Chairperson and President of Singatron Enterprise Co., Ltd. Reason for the change: Long-Thin Enterprise Co., Ltd. assigned a new representative to serve as institutional director. Effective date of the new appointment: August 28, 2023.お知らせ • Aug 26TaiSol Electronics Co., Ltd. Announces the Resignation of Ching-Sung Yu as Member of Nominating CommitteeTaiSol Electronics Co., Ltd. announced resignation of Ching-Sung Yu as member of Nominating Committee of the Company. Reason for the change: Chairman transferred more than half the number of shares held at director election during its term in office, and therefore has been discharged ipso facto. Date of the board of directors resolution or date of occurrence of the change is August 24, 2023.お知らせ • Aug 25TaiSol Electronics Co., Ltd. Announces Dismissal of Ching-Sung Yu as ChairmanTaiSol Electronics Co., Ltd. announced dismissal of Ching-Sung Yu as Chairman of the Company. Reason for the change: Chairman transferred more than half the number of shares held at director election during its term in office, and therefore has been discharged ipso facto. Date of the board of directors resolution or date of occurrence of the change is August 24, 2023.New Risk • Aug 20New 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 8.2% 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 (8.2% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: NT$0.74 (vs NT$0.89 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.74 (down from NT$0.89 in 2Q 2022). Revenue: NT$854.6m (down 29% from 2Q 2022). Net income: NT$64.6m (down 18% from 2Q 2022). Profit margin: 7.6% (up from 6.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$55.10, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total loss to shareholders of 25% over the past three years.Upcoming Dividend • Jun 20Upcoming dividend of NT$2.00 per share at 4.1% yieldEligible shareholders must have bought the stock before 27 June 2023. Payment date: 31 July 2023. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (4.2%).お知らせ • May 31TaiSol Electronics Co., Ltd. Approves Cash Dividend to Common Shareholders, Payable on July 31, 2023TaiSol Electronics Co., Ltd. approved cash dividend to common shareholders of TWD 174,916,282 (TWD 2 per share), payable on July 31, 2023 and Ex-rights (ex-dividend) record date of July 3, 2023.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$41.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total loss to shareholders of 48% over the past three years.Reported Earnings • Mar 06Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: NT$3.05 (up from NT$2.13 in FY 2021). Revenue: NT$4.57b (down 8.2% from FY 2021). Net income: NT$267.5m (up 43% from FY 2021). Profit margin: 5.9% (up from 3.8% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.Price Target Changed • Dec 19Price target decreased to NT$46.00Down from NT$56.50, the current price target is provided by 1 analyst. New target price is 39% above last closing price of NT$33.10. Stock is down 36% over the past year. The company is forecast to post earnings per share of NT$2.86 for next year compared to NT$2.13 last year.お知らせ • Dec 16Taisol Electronics Co., Ltd. Announces Executive ChangesTaiSol Electronics Co., Ltd. appointed Po-Hsin Yu, Special Assistant to the Chairman as Chief Procurement Officer effective Dec. 15, 2022.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yen-Ling Fang was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 06Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: NT$0.91 (up from NT$0.64 in 3Q 2021). Revenue: NT$1.22b (down 4.4% from 3Q 2021). Net income: NT$80.0m (up 42% from 3Q 2021). Profit margin: 6.5% (up from 4.4% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.1%. Earnings per share (EPS) exceeded analyst estimates by 40%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 07Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: EPS: NT$0.89 (up from NT$0.54 in 2Q 2021). Revenue: NT$1.21b (down 3.0% from 2Q 2021). Net income: NT$78.5m (up 66% from 2Q 2021). Profit margin: 6.5% (up from 3.8% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 71%. Over the next year, revenue is forecast to grow 9.0%, compared to a 8.7% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 15% per year.Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$38.60, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 9x in the Electronic industry in Taiwan. Total loss to shareholders of 33% over the past three years.Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$37.20, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Electronic industry in Taiwan. Total loss to shareholders of 33% over the past three years.Upcoming Dividend • Jun 13Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 20 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 55% and the cash payout ratio is 87%. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (6.0%). Lower than average of industry peers (4.2%).お知らせ • May 21TaiSol Electronics Co., Ltd. Announces Cash Dividend, Payable on July 15, 2022TaiSol Electronics Co., Ltd. announced cash dividend of TWD 131,862,212 or TWD 1.5 per share to common shareholders. Cash dividend of common share will be distributed on July 15, 2022. Ex-rights (ex-dividend) trading date is June 20, 2022 and ex-rights (ex-dividend) record date is June 26, 2022.Reported Earnings • May 08First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$0.71 (up from NT$0.13 in 1Q 2021). Revenue: NT$1.22b (up 7.2% from 1Q 2021). Net income: NT$62.2m (up 451% from 1Q 2021). Profit margin: 5.1% (up from 1.0% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 48%. Over the next year, revenue is forecast to grow 10%, compared to a 10% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Price Target Changed • Apr 27Price target increased to NT$63.50Up from NT$57.00, the current price target is provided by 1 analyst. New target price is 45% above last closing price of NT$43.80. Stock is down 28% over the past year. The company is forecast to post earnings per share of NT$2.75 for next year compared to NT$2.13 last year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yen-Ling Fang was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 06TaiSol Electronics Co., Ltd., Annual General Meeting, May 20, 2022TaiSol Electronics Co., Ltd., Annual General Meeting, May 20, 2022.Reported Earnings • Feb 28Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$2.13 (down from NT$2.58 in FY 2020). Revenue: NT$4.98b (down 5.3% from FY 2020). Net income: NT$187.4m (down 17% from FY 2020). Profit margin: 3.8% (down from 4.3% in FY 2020). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 7.7%, compared to a 9.1% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Nov 26Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$55.00, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 181% over the past three years.Price Target Changed • Nov 11Price target decreased to NT$37.00Down from NT$45.00, the current price target is provided by 1 analyst. New target price is 21% below last closing price of NT$46.60. Stock is down 29% over the past year. The company is forecast to post earnings per share of NT$1.95 for next year compared to NT$2.58 last year.Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$0.64 (vs NT$0.41 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: NT$1.28b (flat on 3Q 2020). Net income: NT$56.4m (up 57% from 3Q 2020). Profit margin: 4.4% (up from 2.8% in 3Q 2020). 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 25% per year, which means it is well ahead of earnings.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$0.54 (vs NT$0.99 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$1.24b (down 25% from 2Q 2020). Net income: NT$47.2m (down 46% from 2Q 2020). Profit margin: 3.8% (down from 5.2% in 2Q 2020). The decrease in margin was driven by lower revenue. 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 38% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 26Upcoming dividend of NT$1.80 per shareEligible shareholders must have bought the stock before 02 August 2021. Payment date: 27 August 2021. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (4.9%). In line with average of industry peers (3.0%).Price Target Changed • May 25Price target decreased to NT$65.33Down from NT$72.67, the current price target is provided by 1 analyst. New target price is 40% above last closing price of NT$46.60. Stock is down 50% over the past year.Major Estimate Revision • May 25Consensus EPS estimates fall to NT$2.23The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from NT$5.86b to NT$5.38b. EPS estimate also fell from NT$3.96 to NT$2.23. Net income forecast to grow 18% next year vs 20% growth forecast for Electronic industry in Taiwan. Consensus price target of NT$76.67 unchanged from last update. Share price was steady at NT$45.80 over the past week.Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to NT$44.30, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 132% over the past three years.Reported Earnings • May 09First quarter 2021 earnings released: EPS NT$0.13 (vs NT$0.73 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: NT$1.14b (up 12% from 1Q 2020). Net income: NT$11.3m (down 82% from 1Q 2020). Profit margin: 1.0% (down from 6.2% 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 36% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Apr 18Is TaiSol Electronics (TPE:3338) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Mar 12Returns On Capital - An Important Metric For TaiSol Electronics (TPE:3338)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Analyst Estimate Surprise Post Earnings • Feb 28Revenue and earnings miss expectationsRevenue missed analyst estimates by 0.09%. Earnings per share (EPS) also missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 11%, compared to a 16% growth forecast for the Electronic industry in Taiwan.Reported Earnings • Feb 27Full year 2020 earnings released: EPS NT$2.58 (vs NT$3.38 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: NT$5.26b (up 13% from FY 2019). Net income: NT$225.2m (down 23% from FY 2019). Profit margin: 4.3% (down from 6.3% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 22The TaiSol Electronics (TPE:3338) Share Price Has Gained 143%, So Why Not Pay It Some Attention?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...分析記事 • Feb 04Key Things To Consider Before Buying TaiSol Electronics Co., Ltd. (TPE:3338) For Its DividendIs TaiSol Electronics Co., Ltd. ( TPE:3338 ) a good dividend stock? How can we tell? Dividend paying companies with...Is New 90 Day High Low • Feb 01New 90-day low: NT$55.40The company is down 4.0% from its price of NT$57.80 on 03 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$31.74 per share.分析記事 • Jan 18Is TaiSol Electronics (TPE:3338) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Dec 27Is TaiSol Electronics Co., Ltd.'s (TPE:3338) Latest Stock Performance Being Led By Its Strong Fundamentals?TaiSol Electronics' (TPE:3338) stock is up by 8.2% over the past three months. Since the market usually pay for a...分析記事 • Dec 09Does TaiSol Electronics (TPE:3338) Have The DNA Of A Multi-Bagger?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Nov 21Did You Participate In Any Of TaiSol Electronics' (TPE:3338) Fantastic 272% Return ?The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...Major Estimate Revision • Nov 20Analysts lower EPS estimates to NT$2.88The 2020 consensus revenue estimate was lowered from NT$5.47b to NT$5.25b. Earning per share (EPS) estimate was also lowered from NT$3.68 to NT$2.88 for the same period. Net income is expected to grow by 22% next year compared to 30% growth forecast for the Electronic industry in Taiwan. The consensus price target was lowered from NT$75.33 to NT$72.67. Share price is up 6.0% to NT$68.40 over the past week.Is New 90 Day High Low • Nov 19New 90-day high: NT$69.10The company is up 3.0% from its price of NT$67.30 on 21 August 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$24.97 per share.お知らせ • Nov 07Taisol Electronics Co., Ltd. Establishes Nominating CommitteeTaiSol Electronics Co., Ltd. announced establishment of nominating committee comprises: Mr. Ching-Sung Yu, Chief Executive Officer of Taisol, Mr. Chun-Hsin Liang, General Manager of Taisol, Mr. Jaan-Lieh Lin, Chief Operating Officer of Taisol, Mr. Wen-Tien Chang, Independent Director of Taisol and Mr. Tien-Yun Tseng, Independent Director of Taisol. Effective November 6, 2020.Analyst Estimate Surprise Post Earnings • Nov 07Revenue and earnings miss expectationsRevenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 51%. Over the next year, revenue is forecast to grow 11%, compared to a 11% growth forecast for the Electronic industry in Taiwan.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS NT$0.41The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: NT$1.29b (flat on 3Q 2019). Net income: NT$35.9m (down 64% from 3Q 2019). Profit margin: 2.8% (down from 7.7% in 3Q 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Nov 02New 90-day low: NT$55.00The company is down 30% from its price of NT$78.30 on 04 August 2020. The Taiwanese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$28.97 per share.Is New 90 Day High Low • Sep 24New 90-day low: NT$60.10The company is down 32% from its price of NT$88.60 on 24 June 2020. The Taiwanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$420 per share. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、TaiSol Electronics は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TWSE:3338 - アナリストの将来予測と過去の財務データ ( )TWD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20253,621156-11373N/A9/30/20253,749206-25144N/A6/30/20253,796216-12017N/A3/31/20253,832248104131N/A12/31/20243,754263199245N/A9/30/20243,887249428474N/A6/30/20244,000294495541N/A3/31/20243,841285466526N/A12/31/20233,812243622670N/A9/30/20233,646224674720N/A6/30/20233,825218945993N/A3/31/20234,177232891929N/A12/31/20224,568267777811N/A9/30/20224,966293444479N/A6/30/20225,023270223260N/A3/31/20225,060238182222N/A12/31/20214,978187227299N/A9/30/20214,955154359441N/A6/30/20214,965134-1598N/A3/31/20215,374173215397N/A12/31/20205,257225192414N/A9/30/20205,360265131408N/A6/30/20205,371329340647N/A3/31/20204,762303165504N/A12/31/20194,66929330318N/A9/30/20194,256273N/A203N/A6/30/20193,971250N/A264N/A3/31/20193,665225N/A230N/A12/31/20183,460137N/A90N/A9/30/20183,33466N/A139N/A6/30/20183,18421N/A96N/A3/31/20183,14012N/A-57N/A12/31/20173,06335N/A58N/A9/30/20173,004123N/A72N/A6/30/20172,955152N/A102N/A3/31/20172,920157N/A262N/A12/31/20162,878187N/A223N/A9/30/20162,817168N/A81N/A6/30/20162,671155N/A131N/A3/31/20162,603132N/A67N/A12/31/20152,556132N/A231N/A9/30/20152,500122N/A331N/A6/30/20152,518115N/A278N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 3338の予測収益成長が 貯蓄率 ( 1.3% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 3338の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 3338の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 3338の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 3338の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 3338の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 06:38終値2026/05/07 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋TaiSol Electronics 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。4 アナリスト機関Meizhen WangCapital Securities CorporationShuchun HsiaoMasterlink Securities Investment AdvisoryZongying YuSinoPac Securities Investment Service1 その他のアナリストを表示
お知らせ • Sep 22TaiSol Electronics Co., Ltd. Provides Revenue Guidance for the Fourth Quarter of 2023 and Full Year of 2024TaiSol Electronics Co., Ltd. provided revenue guidance for the fourth quarter of 2023. Estimated revenue in the fourth quarter of 2023 will be better than the third quarter of 2023, and business performance in the second half of 2023 will also be better than the first half of 2023.For the year 2024, the company expects operating revenue to recover to nearly TWD 4.6 billion as of 2022.
Price Target Changed • Dec 19Price target decreased to NT$46.00Down from NT$56.50, the current price target is provided by 1 analyst. New target price is 39% above last closing price of NT$33.10. Stock is down 36% over the past year. The company is forecast to post earnings per share of NT$2.86 for next year compared to NT$2.13 last year.
Price Target Changed • Apr 27Price target increased to NT$63.50Up from NT$57.00, the current price target is provided by 1 analyst. New target price is 45% above last closing price of NT$43.80. Stock is down 28% over the past year. The company is forecast to post earnings per share of NT$2.75 for next year compared to NT$2.13 last year.
Price Target Changed • Nov 11Price target decreased to NT$37.00Down from NT$45.00, the current price target is provided by 1 analyst. New target price is 21% below last closing price of NT$46.60. Stock is down 29% over the past year. The company is forecast to post earnings per share of NT$1.95 for next year compared to NT$2.58 last year.
Price Target Changed • May 25Price target decreased to NT$65.33Down from NT$72.67, the current price target is provided by 1 analyst. New target price is 40% above last closing price of NT$46.60. Stock is down 50% over the past year.
Major Estimate Revision • May 25Consensus EPS estimates fall to NT$2.23The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from NT$5.86b to NT$5.38b. EPS estimate also fell from NT$3.96 to NT$2.23. Net income forecast to grow 18% next year vs 20% growth forecast for Electronic industry in Taiwan. Consensus price target of NT$76.67 unchanged from last update. Share price was steady at NT$45.80 over the past week.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$71.10, the stock trades at a trailing P/E ratio of 39.7x. Average trailing P/E is 31x in the Electronic industry in Taiwan. Total returns to shareholders of 82% over the past three years.
Reported Earnings • Mar 08Full year 2025 earnings released: EPS: NT$1.80 (vs NT$3.00 in FY 2024)Full year 2025 results: EPS: NT$1.80 (down from NT$3.00 in FY 2024). Revenue: NT$3.62b (down 3.5% from FY 2024). Net income: NT$156.4m (down 41% from FY 2024). Profit margin: 4.3% (down from 7.0% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 7% 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 05TaiSol Electronics Co., Ltd., Annual General Meeting, May 26, 2026TaiSol Electronics Co., Ltd., Annual General Meeting, May 26, 2026. Location: 1 floor no,335, jui kuang rd., neihu district, taipei city Taiwan
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$59.50, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 105% over the past three years.
Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: NT$0.35 (vs NT$0.47 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.35 (down from NT$0.47 in 3Q 2024). Revenue: NT$882.9m (down 5.0% from 3Q 2024). Net income: NT$30.5m (down 26% from 3Q 2024). Profit margin: 3.5% (down from 4.4% in 3Q 2024). The decrease in margin was driven by lower 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 17% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: NT$0.49 (vs NT$0.85 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.49 (down from NT$0.85 in 2Q 2024). Revenue: NT$976.7m (down 3.6% from 2Q 2024). Net income: NT$42.4m (down 43% from 2Q 2024). Profit margin: 4.3% (down from 7.3% in 2Q 2024). 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 13% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$62.10, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total returns to shareholders of 69% over the past three years.
Declared Dividend • Jun 19Dividend of NT$2.01 announcedShareholders will receive a dividend of NT$2.01. Ex-date: 2nd July 2025 Payment date: 29th July 2025 Dividend yield will be 3.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (167% cash payout ratio). The dividend has increased by an average of 2.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 22% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.0% EPS decline seen over the last 5 years.
Reported Earnings • May 11First quarter 2025 earnings released: EPS: NT$0.61 (vs NT$0.77 in 1Q 2024)First quarter 2025 results: EPS: NT$0.61 (down from NT$0.77 in 1Q 2024). Revenue: NT$937.6m (up 9.1% from 1Q 2024). Net income: NT$52.9m (down 22% from 1Q 2024). Profit margin: 5.6% (down from 7.9% 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 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 22TaiSol Electronics Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025TaiSol Electronics Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$44.05, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total loss to shareholders of 1.9% over the past three years.
お知らせ • Mar 28TaiSol Electronics Co., Ltd. announced a financing transactionTaiSol Electronics Co., Ltd. announced a private placement that it will issue 6,000,000 common shares of the company to receive funding on March 27, 2025.
お知らせ • Mar 18Taisol Electronics Co., Ltd. Announces Appointments to Sustainable Development CommitteeTaiSol Electronics Co., Ltd. announced resolution of the Board of Directors to establish the Sustainable Development Committee. Name of the new position holder: Chen, Li-Mei Peng, Peng-Huang Liu, Ko-Ping. Resume of the new position holder: Chen, Li-Mei/Independent Director of the Company Peng, Peng-Huang/Chairperson of the Company Liu, Ko-Ping/Chief Operating Officer and President of the Company. Effective date of the new member: March 5, 2025.
Reported Earnings • Mar 13Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: NT$3.00 (up from NT$2.78 in FY 2023). Revenue: NT$3.75b (down 1.5% from FY 2023). Net income: NT$262.7m (up 8.0% from FY 2023). Profit margin: 7.0% (up from 6.4% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 16%. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.
お知らせ • Mar 06TaiSol Electronics Co., Ltd., Annual General Meeting, May 22, 2025TaiSol Electronics Co., Ltd., Annual General Meeting, May 22, 2025, at 09:00 Taipei Standard Time. Location: 12 floor no,350, sung chiang rd., jhongshan district, taipei city Taiwan
お知らせ • Feb 26TaiSol Electronics Co., Ltd. to Report Fiscal Year 2024 Results on Mar 05, 2025TaiSol Electronics Co., Ltd. announced that they will report fiscal year 2024 results at 1:30 PM, Taipei Standard Time on Mar 05, 2025
Buy Or Sell Opportunity • Nov 26Now 20% overvaluedOver the last 90 days, the stock has fallen 3.2% to NT$73.60. The fair value is estimated to be NT$61.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has grown by 9.4%. Revenue is forecast to grow by 51% in a year. Earnings are forecast to grow by 95% in the next year.
Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$71.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Electronic industry in Taiwan. Total returns to shareholders of 40% over the past three years.
分析記事 • Nov 06TaiSol Electronics' (TWSE:3338) Strong Earnings Are Of Good QualityTaiSol Electronics Co., Ltd. ( TWSE:3338 ) just reported healthy earnings but the stock price didn't move much. Our...
Reported Earnings • Nov 04Third quarter 2024 earnings: Revenues miss analyst expectationsThird quarter 2024 results: Revenue: NT$929.5m (down 11% from 3Q 2023). Net income: NT$40.9m (down 52% from 3Q 2023). Profit margin: 4.4% (down from 8.2% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 24%. Revenue is forecast to grow 38% 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 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 23TaiSol Electronics Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024TaiSol Electronics Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Reported Earnings • Aug 09Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: NT$0.85 (up from NT$0.74 in 2Q 2023). Revenue: NT$1.01b (up 19% from 2Q 2023). Net income: NT$74.3m (up 15% from 2Q 2023). Profit margin: 7.3% (down from 7.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 18% per year.
New Risk • Aug 09New major risk - Revenue and earnings growthEarnings have declined by 2.1% 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 Risk Earnings have declined by 2.1% per year over the past 5 years. 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 (7.7% average weekly change).
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$71.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 66% over the past three years.
お知らせ • Jul 31TaiSol Electronics Co., Ltd. to Report Q2, 2024 Results on Aug 07, 2024TaiSol Electronics Co., Ltd. announced that they will report Q2, 2024 results on Aug 07, 2024
Upcoming Dividend • Jun 13Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 20 June 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Taiwanese dividend payers (4.3%). Lower than average of industry peers (2.8%).
Board Change • Jun 01Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 6 new directors. No experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Director Chun-Shan Hsieh is the most experienced director on the board, commencing their role in 2013. Independent Director Hwei-Min Wang was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Declared Dividend • May 27Dividend of NT$2.00 announcedDividend of NT$2.00 is the same as last year. Ex-date: 20th June 2024 Payment date: 25th July 2024 Dividend yield will be 2.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 2.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 25+ 4 more updatesTaiSol Electronics Co., Ltd. Announces Cash Dividend, Payable on July 25, 2024The board of directors of TaiSol Electronics Co., Ltd. announced common stock dividend distribution: cash dividend to common shareholders: TWD 174,916,282 (TWD 2 per share). Ex-rights (ex-dividend) trading date: June 20, 2024. Ex-rights (ex-dividend) record date: June 27, 2024. Payment date of common stock cash dividend distribution: July 25, 2024.
Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$87.80, the stock trades at a trailing P/E ratio of 27x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 112% over the past three years.
Reported Earnings • May 01First quarter 2024 earnings released: EPS: NT$0.77 (vs NT$0.30 in 1Q 2023)First quarter 2024 results: EPS: NT$0.77 (up from NT$0.30 in 1Q 2023). Revenue: NT$859.3m (up 3.5% from 1Q 2023). Net income: NT$67.7m (up 156% from 1Q 2023). Profit margin: 7.9% (up from 3.2% in 1Q 2023). The increase in margin was primarily driven by higher revenue. 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 10% per year.
分析記事 • Apr 29Earnings Not Telling The Story For TaiSol Electronics Co., Ltd. (TWSE:3338)With a price-to-earnings (or "P/E") ratio of 26.5x TaiSol Electronics Co., Ltd. ( TWSE:3338 ) may be sending bearish...
Buy Or Sell Opportunity • Apr 16Now 22% undervaluedOver the last 90 days, the stock has risen 6.3% to NT$64.60. The fair value is estimated to be NT$82.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has grown by 11%.
Buy Or Sell Opportunity • Mar 22Now 20% undervaluedOver the last 90 days, the stock has risen 8.1% to NT$65.70. The fair value is estimated to be NT$82.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has grown by 11%.
New Risk • Mar 08New 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 6.0% 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: Major Risk Earnings have declined by 0.2% per year over the past 5 years. 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 (6.0% average weekly change).
Reported Earnings • Mar 05Full year 2023 earnings released: EPS: NT$2.78 (vs NT$3.05 in FY 2022)Full year 2023 results: EPS: NT$2.78 (down from NT$3.05 in FY 2022). Revenue: NT$3.81b (down 17% from FY 2022). Net income: NT$243.3m (down 9.0% from FY 2022). Profit margin: 6.4% (up from 5.9% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 01Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: NT$0.98 (up from NT$0.91 in 3Q 2022). Revenue: NT$1.04b (down 15% from 3Q 2022). Net income: NT$85.7m (up 7.2% from 3Q 2022). Profit margin: 8.2% (up from 6.5% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 21%. Earnings per share (EPS) exceeded analyst estimates by 32%. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Sep 22TaiSol Electronics Co., Ltd. Provides Revenue Guidance for the Fourth Quarter of 2023 and Full Year of 2024TaiSol Electronics Co., Ltd. provided revenue guidance for the fourth quarter of 2023. Estimated revenue in the fourth quarter of 2023 will be better than the third quarter of 2023, and business performance in the second half of 2023 will also be better than the first half of 2023.For the year 2024, the company expects operating revenue to recover to nearly TWD 4.6 billion as of 2022.
お知らせ • Sep 10+ 1 more updateTaiSol Electronics Co., Ltd. Appoints Chun-Hsin Liang as Chief Executive OfficerTaiSol Electronics Co., Ltd. appointed Chun-Hsin Liang, President of the Company as Chief Executive Officer, Effective date of September 8, 2023.
Board Change • Sep 04Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Yen-Ling Fang was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 02TaiSol Electronics Co., Ltd. Announces Retirement of Ching-Sung Yu as Chief Executive OfficerTaiSol Electronics Co., Ltd. announced the retirement of Ching-Sung Yu as Chief Executive Officer, Effective date is August 31, 2023. New Chief Executive Officer will be announced after the resolution by the Board of Directors is made.
お知らせ • Aug 30Taisol Electronics Co., Ltd. Announces Change in Representative of Institutional DirectorTaiSol Electronics Co., Ltd. announced the change in representative of the Company's institutional director. Name of the previous position holder: Po-Hsin Yu. Resume of the previous position holder: Special assistant of the Chairman and chief of procurement of the Company. Name of the new position holder: Peng-Huang Peng 6.Resume of the new position holder: Vice Chairperson and President of Singatron Enterprise Co., Ltd. Reason for the change: Long-Thin Enterprise Co., Ltd. assigned a new representative to serve as institutional director. Effective date of the new appointment: August 28, 2023.
お知らせ • Aug 26TaiSol Electronics Co., Ltd. Announces the Resignation of Ching-Sung Yu as Member of Nominating CommitteeTaiSol Electronics Co., Ltd. announced resignation of Ching-Sung Yu as member of Nominating Committee of the Company. Reason for the change: Chairman transferred more than half the number of shares held at director election during its term in office, and therefore has been discharged ipso facto. Date of the board of directors resolution or date of occurrence of the change is August 24, 2023.
お知らせ • Aug 25TaiSol Electronics Co., Ltd. Announces Dismissal of Ching-Sung Yu as ChairmanTaiSol Electronics Co., Ltd. announced dismissal of Ching-Sung Yu as Chairman of the Company. Reason for the change: Chairman transferred more than half the number of shares held at director election during its term in office, and therefore has been discharged ipso facto. Date of the board of directors resolution or date of occurrence of the change is August 24, 2023.
New Risk • Aug 20New 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 8.2% 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 (8.2% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: NT$0.74 (vs NT$0.89 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.74 (down from NT$0.89 in 2Q 2022). Revenue: NT$854.6m (down 29% from 2Q 2022). Net income: NT$64.6m (down 18% from 2Q 2022). Profit margin: 7.6% (up from 6.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$55.10, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total loss to shareholders of 25% over the past three years.
Upcoming Dividend • Jun 20Upcoming dividend of NT$2.00 per share at 4.1% yieldEligible shareholders must have bought the stock before 27 June 2023. Payment date: 31 July 2023. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (4.2%).
お知らせ • May 31TaiSol Electronics Co., Ltd. Approves Cash Dividend to Common Shareholders, Payable on July 31, 2023TaiSol Electronics Co., Ltd. approved cash dividend to common shareholders of TWD 174,916,282 (TWD 2 per share), payable on July 31, 2023 and Ex-rights (ex-dividend) record date of July 3, 2023.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$41.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total loss to shareholders of 48% over the past three years.
Reported Earnings • Mar 06Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: NT$3.05 (up from NT$2.13 in FY 2021). Revenue: NT$4.57b (down 8.2% from FY 2021). Net income: NT$267.5m (up 43% from FY 2021). Profit margin: 5.9% (up from 3.8% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
Price Target Changed • Dec 19Price target decreased to NT$46.00Down from NT$56.50, the current price target is provided by 1 analyst. New target price is 39% above last closing price of NT$33.10. Stock is down 36% over the past year. The company is forecast to post earnings per share of NT$2.86 for next year compared to NT$2.13 last year.
お知らせ • Dec 16Taisol Electronics Co., Ltd. Announces Executive ChangesTaiSol Electronics Co., Ltd. appointed Po-Hsin Yu, Special Assistant to the Chairman as Chief Procurement Officer effective Dec. 15, 2022.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yen-Ling Fang was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 06Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: NT$0.91 (up from NT$0.64 in 3Q 2021). Revenue: NT$1.22b (down 4.4% from 3Q 2021). Net income: NT$80.0m (up 42% from 3Q 2021). Profit margin: 6.5% (up from 4.4% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.1%. Earnings per share (EPS) exceeded analyst estimates by 40%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 07Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: EPS: NT$0.89 (up from NT$0.54 in 2Q 2021). Revenue: NT$1.21b (down 3.0% from 2Q 2021). Net income: NT$78.5m (up 66% from 2Q 2021). Profit margin: 6.5% (up from 3.8% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 71%. Over the next year, revenue is forecast to grow 9.0%, compared to a 8.7% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 15% per year.
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$38.60, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 9x in the Electronic industry in Taiwan. Total loss to shareholders of 33% over the past three years.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$37.20, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Electronic industry in Taiwan. Total loss to shareholders of 33% over the past three years.
Upcoming Dividend • Jun 13Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 20 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 55% and the cash payout ratio is 87%. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (6.0%). Lower than average of industry peers (4.2%).
お知らせ • May 21TaiSol Electronics Co., Ltd. Announces Cash Dividend, Payable on July 15, 2022TaiSol Electronics Co., Ltd. announced cash dividend of TWD 131,862,212 or TWD 1.5 per share to common shareholders. Cash dividend of common share will be distributed on July 15, 2022. Ex-rights (ex-dividend) trading date is June 20, 2022 and ex-rights (ex-dividend) record date is June 26, 2022.
Reported Earnings • May 08First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$0.71 (up from NT$0.13 in 1Q 2021). Revenue: NT$1.22b (up 7.2% from 1Q 2021). Net income: NT$62.2m (up 451% from 1Q 2021). Profit margin: 5.1% (up from 1.0% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 48%. Over the next year, revenue is forecast to grow 10%, compared to a 10% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Price Target Changed • Apr 27Price target increased to NT$63.50Up from NT$57.00, the current price target is provided by 1 analyst. New target price is 45% above last closing price of NT$43.80. Stock is down 28% over the past year. The company is forecast to post earnings per share of NT$2.75 for next year compared to NT$2.13 last year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yen-Ling Fang was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 06TaiSol Electronics Co., Ltd., Annual General Meeting, May 20, 2022TaiSol Electronics Co., Ltd., Annual General Meeting, May 20, 2022.
Reported Earnings • Feb 28Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$2.13 (down from NT$2.58 in FY 2020). Revenue: NT$4.98b (down 5.3% from FY 2020). Net income: NT$187.4m (down 17% from FY 2020). Profit margin: 3.8% (down from 4.3% in FY 2020). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 7.7%, compared to a 9.1% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Nov 26Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$55.00, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 181% over the past three years.
Price Target Changed • Nov 11Price target decreased to NT$37.00Down from NT$45.00, the current price target is provided by 1 analyst. New target price is 21% below last closing price of NT$46.60. Stock is down 29% over the past year. The company is forecast to post earnings per share of NT$1.95 for next year compared to NT$2.58 last year.
Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$0.64 (vs NT$0.41 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: NT$1.28b (flat on 3Q 2020). Net income: NT$56.4m (up 57% from 3Q 2020). Profit margin: 4.4% (up from 2.8% in 3Q 2020). 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 25% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$0.54 (vs NT$0.99 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$1.24b (down 25% from 2Q 2020). Net income: NT$47.2m (down 46% from 2Q 2020). Profit margin: 3.8% (down from 5.2% in 2Q 2020). The decrease in margin was driven by lower revenue. 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 38% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 26Upcoming dividend of NT$1.80 per shareEligible shareholders must have bought the stock before 02 August 2021. Payment date: 27 August 2021. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (4.9%). In line with average of industry peers (3.0%).
Price Target Changed • May 25Price target decreased to NT$65.33Down from NT$72.67, the current price target is provided by 1 analyst. New target price is 40% above last closing price of NT$46.60. Stock is down 50% over the past year.
Major Estimate Revision • May 25Consensus EPS estimates fall to NT$2.23The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from NT$5.86b to NT$5.38b. EPS estimate also fell from NT$3.96 to NT$2.23. Net income forecast to grow 18% next year vs 20% growth forecast for Electronic industry in Taiwan. Consensus price target of NT$76.67 unchanged from last update. Share price was steady at NT$45.80 over the past week.
Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to NT$44.30, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 132% over the past three years.
Reported Earnings • May 09First quarter 2021 earnings released: EPS NT$0.13 (vs NT$0.73 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: NT$1.14b (up 12% from 1Q 2020). Net income: NT$11.3m (down 82% from 1Q 2020). Profit margin: 1.0% (down from 6.2% 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 36% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Apr 18Is TaiSol Electronics (TPE:3338) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Mar 12Returns On Capital - An Important Metric For TaiSol Electronics (TPE:3338)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Analyst Estimate Surprise Post Earnings • Feb 28Revenue and earnings miss expectationsRevenue missed analyst estimates by 0.09%. Earnings per share (EPS) also missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 11%, compared to a 16% growth forecast for the Electronic industry in Taiwan.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS NT$2.58 (vs NT$3.38 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: NT$5.26b (up 13% from FY 2019). Net income: NT$225.2m (down 23% from FY 2019). Profit margin: 4.3% (down from 6.3% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 22The TaiSol Electronics (TPE:3338) Share Price Has Gained 143%, So Why Not Pay It Some Attention?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...
分析記事 • Feb 04Key Things To Consider Before Buying TaiSol Electronics Co., Ltd. (TPE:3338) For Its DividendIs TaiSol Electronics Co., Ltd. ( TPE:3338 ) a good dividend stock? How can we tell? Dividend paying companies with...
Is New 90 Day High Low • Feb 01New 90-day low: NT$55.40The company is down 4.0% from its price of NT$57.80 on 03 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$31.74 per share.
分析記事 • Jan 18Is TaiSol Electronics (TPE:3338) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Dec 27Is TaiSol Electronics Co., Ltd.'s (TPE:3338) Latest Stock Performance Being Led By Its Strong Fundamentals?TaiSol Electronics' (TPE:3338) stock is up by 8.2% over the past three months. Since the market usually pay for a...
分析記事 • Dec 09Does TaiSol Electronics (TPE:3338) Have The DNA Of A Multi-Bagger?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Nov 21Did You Participate In Any Of TaiSol Electronics' (TPE:3338) Fantastic 272% Return ?The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...
Major Estimate Revision • Nov 20Analysts lower EPS estimates to NT$2.88The 2020 consensus revenue estimate was lowered from NT$5.47b to NT$5.25b. Earning per share (EPS) estimate was also lowered from NT$3.68 to NT$2.88 for the same period. Net income is expected to grow by 22% next year compared to 30% growth forecast for the Electronic industry in Taiwan. The consensus price target was lowered from NT$75.33 to NT$72.67. Share price is up 6.0% to NT$68.40 over the past week.
Is New 90 Day High Low • Nov 19New 90-day high: NT$69.10The company is up 3.0% from its price of NT$67.30 on 21 August 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$24.97 per share.
お知らせ • Nov 07Taisol Electronics Co., Ltd. Establishes Nominating CommitteeTaiSol Electronics Co., Ltd. announced establishment of nominating committee comprises: Mr. Ching-Sung Yu, Chief Executive Officer of Taisol, Mr. Chun-Hsin Liang, General Manager of Taisol, Mr. Jaan-Lieh Lin, Chief Operating Officer of Taisol, Mr. Wen-Tien Chang, Independent Director of Taisol and Mr. Tien-Yun Tseng, Independent Director of Taisol. Effective November 6, 2020.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue and earnings miss expectationsRevenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 51%. Over the next year, revenue is forecast to grow 11%, compared to a 11% growth forecast for the Electronic industry in Taiwan.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS NT$0.41The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: NT$1.29b (flat on 3Q 2019). Net income: NT$35.9m (down 64% from 3Q 2019). Profit margin: 2.8% (down from 7.7% in 3Q 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Nov 02New 90-day low: NT$55.00The company is down 30% from its price of NT$78.30 on 04 August 2020. The Taiwanese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$28.97 per share.
Is New 90 Day High Low • Sep 24New 90-day low: NT$60.10The company is down 32% from its price of NT$88.60 on 24 June 2020. The Taiwanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$420 per share.