View ValuationGeoVision 将来の成長Future 基準チェック /06現在、 GeoVision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31.9%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更新なしすべての更新を表示Recent updatesReported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$6.21 (vs NT$7.20 in FY 2024)Full year 2025 results: EPS: NT$6.21 (down from NT$7.20 in FY 2024). Revenue: NT$1.02b (down 15% from FY 2024). Net income: NT$496.3m (down 21% from FY 2024). Profit margin: 49% (down from 52% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 12GeoVision Inc., Annual General Meeting, May 29, 2026GeoVision Inc., Annual General Meeting, May 29, 2026, at 10:00 Taipei Standard Time. Location: r floor no,246, sec.1 nei hu rd., neihu district, taipei city TaiwanNew Risk • Nov 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 173% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (173% accrual ratio). Minor Risk Dividend is not well covered by cash flows (134% cash payout ratio).Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$3.27 (vs NT$0.15 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.27 (up from NT$0.15 in 3Q 2024). Revenue: NT$236.4m (down 11% from 3Q 2024). Net income: NT$261.2m (up NT$248.0m from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 26Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 03 October 2025. Payment date: 30 October 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 7.6%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.3%).Reported Earnings • Aug 11Second quarter 2025 earnings released: EPS: NT$1.61 (vs NT$2.57 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.61 (down from NT$2.57 in 2Q 2024). Revenue: NT$246.4m (down 14% from 2Q 2024). Net income: NT$128.9m (down 37% from 2Q 2024). Profit margin: 52% (down from 71% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Aug 01Now 21% overvaluedOver the last 90 days, the stock has fallen 17% to NT$49.40. The fair value is estimated to be NT$40.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.0% over the last 3 years. Earnings per share has grown by 46%.Buy Or Sell Opportunity • Jun 30Now 21% overvaluedOver the last 90 days, the stock has fallen 5.6% to NT$50.50. The fair value is estimated to be NT$41.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.0% over the last 3 years. Earnings per share has grown by 46%.Reported Earnings • May 14First quarter 2025 earnings released: NT$1.72 loss per share (vs NT$2.91 profit in 1Q 2024)First quarter 2025 results: NT$1.72 loss per share (down from NT$2.91 profit in 1Q 2024). Revenue: NT$260.3m (down 20% from 1Q 2024). Net loss: NT$137.6m (down 159% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • May 01GeoVision Inc. to Report Q1, 2025 Results on May 09, 2025GeoVision Inc. announced that they will report Q1, 2025 results on May 09, 2025New Risk • Apr 30New 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 8.8% 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 High level of non-cash earnings (57% accrual ratio). 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 (8.8% average weekly change).Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 35%After last week's 35% share price gain to NT$66.20, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 114% over the past three years.Buy Or Sell Opportunity • Apr 10Now 29% overvaluedOver the last 90 days, the stock has fallen 20% to NT$43.50. The fair value is estimated to be NT$33.76, however this is not to be taken as a sell 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 55%.New Risk • Apr 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.16b (US$96.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (57% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (NT$3.16b market cap, or US$96.0m).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$43.90, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 59% over the past three years.分析記事 • Mar 31Returns At GeoVision (TWSE:3356) Are On The Way UpWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • Mar 02Full year 2024 earnings released: EPS: NT$7.20 (vs NT$3.59 in FY 2023)Full year 2024 results: EPS: NT$7.20 (up from NT$3.59 in FY 2023). Revenue: NT$1.20b (down 5.2% from FY 2023). Net income: NT$625.2m (up 118% from FY 2023). Profit margin: 52% (up from 23% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 26GeoVision Inc., Annual General Meeting, May 29, 2025GeoVision Inc., Annual General Meeting, May 29, 2025. Location: r floor no,246, sec.1 nei hu rd., neihu district, taipei city Taiwanお知らせ • Feb 18GeoVision Inc. to Report Q4, 2024 Results on Feb 25, 2025GeoVision Inc. announced that they will report Q4, 2024 results on Feb 25, 2025分析記事 • Nov 19GeoVision's (TWSE:3356) Earnings Might Be Weaker Than You ThinkGeoVision Inc.'s ( TWSE:3356 ) solid earnings report last week was underwhelming to investors. Our analysis has found...Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$0.15 (vs NT$0.38 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.15 (down from NT$0.38 in 3Q 2023). Revenue: NT$265.0m (down 16% from 3Q 2023). Net income: NT$13.3m (down 56% from 3Q 2023). Profit margin: 5.0% (down from 9.6% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Oct 24Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 31 October 2024. Payment date: 22 November 2024. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Taiwanese dividend payers (4.3%). Higher than average of industry peers (2.6%).分析記事 • Oct 22GeoVision (TWSE:3356) Seems To Use Debt Rather SparinglyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Oct 04GeoVision Inc. Announces Cash Dividend, Payable on November 22, 2024GeoVision Inc. announced cash dividend for common shares of TWD 260,484,099. Ex-rights (ex-dividend) trading date is October 31, 2024. Ex-rights (ex-dividend) record date is November 8, 2024. Payment date of cash dividend distribution is November 22, 2024.Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: NT$2.28 (vs NT$1.05 in 2Q 2023)Second quarter 2024 results: EPS: NT$2.28 (up from NT$1.05 in 2Q 2023). Revenue: NT$287.8m (down 12% from 2Q 2023). Net income: NT$205.0m (up 117% from 2Q 2023). Profit margin: 71% (up from 29% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Aug 07Now 23% overvaluedOver the last 90 days, the stock has fallen 6.7% to NT$59.60. The fair value is estimated to be NT$48.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 26%.分析記事 • Aug 06Not Many Are Piling Into GeoVision Inc. (TWSE:3356) Stock Yet As It Plummets 26%GeoVision Inc. ( TWSE:3356 ) shares have had a horrible month, losing 26% after a relatively good period beforehand...お知らせ • Jul 31GeoVision Inc. to Report Q2, 2024 Results on Aug 07, 2024GeoVision Inc. announced that they will report Q2, 2024 results on Aug 07, 2024New Risk • Jun 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks 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 (6.7% average weekly change). Large one-off items impacting financial results.分析記事 • May 21GeoVision Inc. (TWSE:3356) Stock Rockets 26% But Many Are Still Ignoring The CompanyGeoVision Inc. ( TWSE:3356 ) shares have continued their recent momentum with a 26% gain in the last month alone. The...Reported Earnings • May 11First quarter 2024 earnings released: EPS: NT$2.59 (vs NT$1.00 in 1Q 2023)First quarter 2024 results: EPS: NT$2.59 (up from NT$1.00 in 1Q 2023). Revenue: NT$323.6m (up 14% from 1Q 2023). Net income: NT$232.5m (up 159% from 1Q 2023). Profit margin: 72% (up from 32% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$63.90, the stock trades at a trailing P/E ratio of 20x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 160% over the past three years.お知らせ • May 03GeoVision Inc. to Report Q1, 2024 Results on May 08, 2024GeoVision Inc. announced that they will report Q1, 2024 results on May 08, 2024お知らせ • Mar 14GeoVision Inc., Annual General Meeting, May 30, 2024GeoVision Inc., Annual General Meeting, May 30, 2024.分析記事 • Mar 14GeoVision Inc.'s (TWSE:3356) Shares Leap 25% Yet They're Still Not Telling The Full StoryGeoVision Inc. ( TWSE:3356 ) shareholders have had their patience rewarded with a 25% share price jump in the last...New Risk • Mar 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 76% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (91% payout ratio). Large one-off items impacting financial results.Reported Earnings • Mar 06Full year 2023 earnings released: EPS: NT$3.20 (vs NT$1.19 in FY 2022)Full year 2023 results: EPS: NT$3.20 (up from NT$1.19 in FY 2022). Revenue: NT$1.26b (down 4.1% from FY 2022). Net income: NT$287.2m (up 169% from FY 2022). Profit margin: 23% (up from 8.1% 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 13% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Mar 01Is GeoVision (TWSE:3356) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Sep 27Upcoming dividend of NT$1.40 per share at 3.0% yieldEligible shareholders must have bought the stock before 04 October 2023. Payment date: 31 October 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.2%).お知らせ • Sep 19+ 1 more updateGeoVision Inc. Announces Cash Dividend, Payable on October 31, 2023GeoVision Inc. announced cash dividend for common shares of TWD 125,750,944. Distribution of TWD 1.4 per share. Ex-rights (ex-dividend) trading date is October 4, 2023. Ex-rights (ex-dividend) record date is October 10, 2023. Payment date of cash dividend distribution is October 31, 2023.New Risk • Aug 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks 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 (6.9% average weekly change). Large one-off items impacting financial results.Reported Earnings • Aug 05Second quarter 2023 earnings released: EPS: NT$1.05 (vs NT$0.24 loss in 2Q 2022)Second quarter 2023 results: EPS: NT$1.05 (up from NT$0.24 loss in 2Q 2022). Revenue: NT$327.4m (down 4.2% from 2Q 2022). Net income: NT$94.3m (up NT$115.7m from 2Q 2022). Profit margin: 29% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Jul 26Now 21% undervaluedOver the last 90 days, the stock is up 39%. The fair value is estimated to be NT$64.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years. Earnings per share has grown by 23%.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$58.50, the stock trades at a trailing P/E ratio of 36.4x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 174% over the past three years.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$47.70, the stock trades at a trailing P/E ratio of 29.6x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 122% over the past three years.Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$45.95, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 90% over the past three years.Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$48.80, the stock trades at a trailing P/E ratio of 32.2x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 69% over the past three years.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$0.48 (vs NT$0.27 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.48 (up from NT$0.27 in 3Q 2021). Revenue: NT$345.1m (up 4.7% from 3Q 2021). Net income: NT$43.1m (up 81% from 3Q 2021). Profit margin: 13% (up from 7.2% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Chia-Chun Wen was the last independent director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$40.15, the stock trades at a trailing P/E ratio of 30.9x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 40% over the past three years.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$28.30, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total loss to shareholders of 10% over the past three years.Upcoming Dividend • Sep 27Upcoming dividend of NT$1.20 per shareEligible shareholders must have bought the stock before 04 October 2022. Payment date: 31 October 2022. Payout ratio is on the higher end at 92% but the company is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (7.0%). Lower than average of industry peers (4.8%).Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$32.50, the stock trades at a trailing P/E ratio of 25x. Average trailing P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 9.2% over the past three years.Reported Earnings • Aug 08Second quarter 2022 earnings released: NT$0.24 loss per share (vs NT$0.50 profit in 2Q 2021)Second quarter 2022 results: NT$0.24 loss per share (down from NT$0.50 profit in 2Q 2021). Revenue: NT$341.6m (up 6.5% from 2Q 2021). Net loss: NT$21.4m (down 148% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 22% share price gain to NT$36.15, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 3.5% over the past three years.Reported Earnings • May 09First quarter 2022 earnings released: EPS: NT$0.58 (vs NT$0.51 in 1Q 2021)First quarter 2022 results: EPS: NT$0.58 (up from NT$0.51 in 1Q 2021). Revenue: NT$275.5m (up 4.3% from 1Q 2021). Net income: NT$52.2m (up 15% from 1Q 2021). Profit margin: 19% (up from 17% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Chia-Chun Wen was the last independent director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 07Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: NT$1.97 (up from NT$1.78 in FY 2020). Revenue: NT$1.25b (up 7.7% from FY 2020). Net income: NT$176.5m (up 11% from FY 2020). Profit margin: 14% (in line with FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Mar 06GeoVision Inc., Annual General Meeting, May 26, 2022GeoVision Inc., Annual General Meeting, May 26, 2022.Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$0.27 (vs NT$0.48 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$329.7m (up 12% from 3Q 2020). Net income: NT$23.8m (down 45% from 3Q 2020). Profit margin: 7.2% (down from 15% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$0.50 (vs NT$0.12 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$320.8m (up 35% from 2Q 2020). Net income: NT$45.0m (up NT$55.3m from 2Q 2020). Profit margin: 14% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 20Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 27 July 2021. Payment date: 24 August 2021. Trailing yield: 2.4%. Lower than top quartile of Taiwanese dividend payers (4.9%). Lower than average of industry peers (2.9%).Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to NT$23.95, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 15x in the Electronic industry in Taiwan. Total loss to shareholders of 12% over the past three years.Reported Earnings • May 01First quarter 2021 earnings released: EPS NT$0.51 (vs NT$0.54 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and revenues, although profit margins were improved. First quarter 2021 results: Revenue: NT$264.1m (down 20% from 1Q 2020). Net income: NT$45.5m (down 5.0% from 1Q 2020). Profit margin: 17% (up from 15% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 24Full year 2020 earnings released: EPS NT$1.78 (vs NT$0.22 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$1.16b (down 16% from FY 2019). Net income: NT$159.0m (up NT$139.0m from FY 2019). Profit margin: 14% (up from 1.4% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.分析記事 • Mar 15What Type Of Returns Would GeoVision's(TPE:3356) Shareholders Have Earned If They Purchased Their SharesFive Years Ago?Generally speaking long term investing is the way to go. But along the way some stocks are going to perform badly. For...分析記事 • Feb 07Is This A Sign of Things To Come At GeoVision (TPE:3356)?To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...分析記事 • Jan 20GeoVision Inc. (TPE:3356) Is Going Strong But Fundamentals Appear To Be Mixed : Is There A Clear Direction For The Stock?Most readers would already be aware that GeoVision's (TPE:3356) stock increased significantly by 13% over the past...分析記事 • Jan 01GeoVision (TPE:3356) Has A Rock Solid Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Valuation Update With 7 Day Price Move • Dec 24Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$32.25, the stock is trading at a trailing P/E ratio of 70.7x, up from the previous P/E ratio of 60x. This compares to an average P/E of 17x in the Electronic industry in Taiwan. Total return to shareholders over the past three years is a loss of 17%.Is New 90 Day High Low • Dec 23New 90-day high: NT$29.35The company is up 23% from its price of NT$23.90 on 24 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 12% over the same period.分析記事 • Dec 14What Type Of Returns Would GeoVision's(TPE:3356) Shareholders Have Earned If They Purchased Their SharesFive Years Ago?We think intelligent long term investing is the way to go. But unfortunately, some companies simply don't succeed...Is New 90 Day High Low • Dec 01New 90-day high: NT$28.65The company is up 23% from its price of NT$23.25 on 02 September 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period.分析記事 • Nov 26We Wouldn't Rely On GeoVision's (TPE:3356) Statutory Earnings As A GuideMany investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...Reported Earnings • Nov 08Third quarter 2020 earnings released: EPS NT$0.48The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$295.0m (down 18% from 3Q 2019). Net income: NT$42.9m (up 326% from 3Q 2019). Profit margin: 15% (up from 2.8% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. 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、GeoVision 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:3356 - 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12/31/20251,0194964244N/A9/30/20251,065427236238N/A6/30/20251,093179169169N/A3/31/20251,135255220220N/A12/31/20241,198625323324N/A9/30/20241,212524305305N/A6/30/20241,264541472472N/A3/31/20241,304430520520N/A12/31/20231,264287475475N/A9/30/20231,285247485486N/A6/30/20231,313260470471N/A3/31/20231,327145271272N/A12/31/20221,3191077778N/A9/30/20221,294136-50-50N/A6/30/20221,278117-123-123N/A3/31/20221,258183-38-38N/A12/31/20211,2461778283N/A9/30/20211,2111935456N/A6/30/20211,177212159161N/A3/31/20211,093157182184N/A12/31/20201,1571593842N/A9/30/20201,18241105108N/A6/30/20201,2458-15-5N/A3/31/20201,351487383N/A12/31/20191,38120256264N/A9/30/20191,42861N/A414N/A6/30/20191,445108N/A450N/A3/31/20191,498143N/A314N/A12/31/20181,48068N/A116N/A9/30/20181,5016N/A-70N/A6/30/20181,537-57N/A-217N/A3/31/20181,530-135N/A-216N/A12/31/20171,588-175N/A-239N/A9/30/20171,642-84N/A-106N/A6/30/20171,698-68N/A-107N/A3/31/20171,808-3N/A-119N/A12/31/20161,905140N/A104N/A9/30/20161,991172N/A125N/A6/30/20162,066291N/A265N/A3/31/20162,079321N/A414N/A12/31/20152,115352N/A460N/A9/30/20152,145417N/A561N/A6/30/20152,155399N/A555N/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: 3356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: 3356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: 3356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: 3356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: 3356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: 3356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2026/05/08 16:06終値2026/05/08 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GeoVision Inc. 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。6 アナリスト機関null nullCLSALeonne ChenCLSA Sinopacnull nullKGI Securities Co. Ltd.3 その他のアナリストを表示
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$6.21 (vs NT$7.20 in FY 2024)Full year 2025 results: EPS: NT$6.21 (down from NT$7.20 in FY 2024). Revenue: NT$1.02b (down 15% from FY 2024). Net income: NT$496.3m (down 21% from FY 2024). Profit margin: 49% (down from 52% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 12GeoVision Inc., Annual General Meeting, May 29, 2026GeoVision Inc., Annual General Meeting, May 29, 2026, at 10:00 Taipei Standard Time. Location: r floor no,246, sec.1 nei hu rd., neihu district, taipei city Taiwan
New Risk • Nov 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 173% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (173% accrual ratio). Minor Risk Dividend is not well covered by cash flows (134% cash payout ratio).
Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$3.27 (vs NT$0.15 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.27 (up from NT$0.15 in 3Q 2024). Revenue: NT$236.4m (down 11% from 3Q 2024). Net income: NT$261.2m (up NT$248.0m from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 26Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 03 October 2025. Payment date: 30 October 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 7.6%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.3%).
Reported Earnings • Aug 11Second quarter 2025 earnings released: EPS: NT$1.61 (vs NT$2.57 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.61 (down from NT$2.57 in 2Q 2024). Revenue: NT$246.4m (down 14% from 2Q 2024). Net income: NT$128.9m (down 37% from 2Q 2024). Profit margin: 52% (down from 71% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Aug 01Now 21% overvaluedOver the last 90 days, the stock has fallen 17% to NT$49.40. The fair value is estimated to be NT$40.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.0% over the last 3 years. Earnings per share has grown by 46%.
Buy Or Sell Opportunity • Jun 30Now 21% overvaluedOver the last 90 days, the stock has fallen 5.6% to NT$50.50. The fair value is estimated to be NT$41.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.0% over the last 3 years. Earnings per share has grown by 46%.
Reported Earnings • May 14First quarter 2025 earnings released: NT$1.72 loss per share (vs NT$2.91 profit in 1Q 2024)First quarter 2025 results: NT$1.72 loss per share (down from NT$2.91 profit in 1Q 2024). Revenue: NT$260.3m (down 20% from 1Q 2024). Net loss: NT$137.6m (down 159% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • May 01GeoVision Inc. to Report Q1, 2025 Results on May 09, 2025GeoVision Inc. announced that they will report Q1, 2025 results on May 09, 2025
New Risk • Apr 30New 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 8.8% 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 High level of non-cash earnings (57% accrual ratio). 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 (8.8% average weekly change).
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 35%After last week's 35% share price gain to NT$66.20, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 114% over the past three years.
Buy Or Sell Opportunity • Apr 10Now 29% overvaluedOver the last 90 days, the stock has fallen 20% to NT$43.50. The fair value is estimated to be NT$33.76, however this is not to be taken as a sell 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 55%.
New Risk • Apr 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.16b (US$96.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (57% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (NT$3.16b market cap, or US$96.0m).
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$43.90, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 59% over the past three years.
分析記事 • Mar 31Returns At GeoVision (TWSE:3356) Are On The Way UpWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • Mar 02Full year 2024 earnings released: EPS: NT$7.20 (vs NT$3.59 in FY 2023)Full year 2024 results: EPS: NT$7.20 (up from NT$3.59 in FY 2023). Revenue: NT$1.20b (down 5.2% from FY 2023). Net income: NT$625.2m (up 118% from FY 2023). Profit margin: 52% (up from 23% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 26GeoVision Inc., Annual General Meeting, May 29, 2025GeoVision Inc., Annual General Meeting, May 29, 2025. Location: r floor no,246, sec.1 nei hu rd., neihu district, taipei city Taiwan
お知らせ • Feb 18GeoVision Inc. to Report Q4, 2024 Results on Feb 25, 2025GeoVision Inc. announced that they will report Q4, 2024 results on Feb 25, 2025
分析記事 • Nov 19GeoVision's (TWSE:3356) Earnings Might Be Weaker Than You ThinkGeoVision Inc.'s ( TWSE:3356 ) solid earnings report last week was underwhelming to investors. Our analysis has found...
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$0.15 (vs NT$0.38 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.15 (down from NT$0.38 in 3Q 2023). Revenue: NT$265.0m (down 16% from 3Q 2023). Net income: NT$13.3m (down 56% from 3Q 2023). Profit margin: 5.0% (down from 9.6% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Oct 24Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 31 October 2024. Payment date: 22 November 2024. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Taiwanese dividend payers (4.3%). Higher than average of industry peers (2.6%).
分析記事 • Oct 22GeoVision (TWSE:3356) Seems To Use Debt Rather SparinglyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Oct 04GeoVision Inc. Announces Cash Dividend, Payable on November 22, 2024GeoVision Inc. announced cash dividend for common shares of TWD 260,484,099. Ex-rights (ex-dividend) trading date is October 31, 2024. Ex-rights (ex-dividend) record date is November 8, 2024. Payment date of cash dividend distribution is November 22, 2024.
Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: NT$2.28 (vs NT$1.05 in 2Q 2023)Second quarter 2024 results: EPS: NT$2.28 (up from NT$1.05 in 2Q 2023). Revenue: NT$287.8m (down 12% from 2Q 2023). Net income: NT$205.0m (up 117% from 2Q 2023). Profit margin: 71% (up from 29% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Aug 07Now 23% overvaluedOver the last 90 days, the stock has fallen 6.7% to NT$59.60. The fair value is estimated to be NT$48.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 26%.
分析記事 • Aug 06Not Many Are Piling Into GeoVision Inc. (TWSE:3356) Stock Yet As It Plummets 26%GeoVision Inc. ( TWSE:3356 ) shares have had a horrible month, losing 26% after a relatively good period beforehand...
お知らせ • Jul 31GeoVision Inc. to Report Q2, 2024 Results on Aug 07, 2024GeoVision Inc. announced that they will report Q2, 2024 results on Aug 07, 2024
New Risk • Jun 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks 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 (6.7% average weekly change). Large one-off items impacting financial results.
分析記事 • May 21GeoVision Inc. (TWSE:3356) Stock Rockets 26% But Many Are Still Ignoring The CompanyGeoVision Inc. ( TWSE:3356 ) shares have continued their recent momentum with a 26% gain in the last month alone. The...
Reported Earnings • May 11First quarter 2024 earnings released: EPS: NT$2.59 (vs NT$1.00 in 1Q 2023)First quarter 2024 results: EPS: NT$2.59 (up from NT$1.00 in 1Q 2023). Revenue: NT$323.6m (up 14% from 1Q 2023). Net income: NT$232.5m (up 159% from 1Q 2023). Profit margin: 72% (up from 32% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$63.90, the stock trades at a trailing P/E ratio of 20x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 160% over the past three years.
お知らせ • May 03GeoVision Inc. to Report Q1, 2024 Results on May 08, 2024GeoVision Inc. announced that they will report Q1, 2024 results on May 08, 2024
お知らせ • Mar 14GeoVision Inc., Annual General Meeting, May 30, 2024GeoVision Inc., Annual General Meeting, May 30, 2024.
分析記事 • Mar 14GeoVision Inc.'s (TWSE:3356) Shares Leap 25% Yet They're Still Not Telling The Full StoryGeoVision Inc. ( TWSE:3356 ) shareholders have had their patience rewarded with a 25% share price jump in the last...
New Risk • Mar 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 76% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (91% payout ratio). Large one-off items impacting financial results.
Reported Earnings • Mar 06Full year 2023 earnings released: EPS: NT$3.20 (vs NT$1.19 in FY 2022)Full year 2023 results: EPS: NT$3.20 (up from NT$1.19 in FY 2022). Revenue: NT$1.26b (down 4.1% from FY 2022). Net income: NT$287.2m (up 169% from FY 2022). Profit margin: 23% (up from 8.1% 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 13% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Mar 01Is GeoVision (TWSE:3356) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Sep 27Upcoming dividend of NT$1.40 per share at 3.0% yieldEligible shareholders must have bought the stock before 04 October 2023. Payment date: 31 October 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.2%).
お知らせ • Sep 19+ 1 more updateGeoVision Inc. Announces Cash Dividend, Payable on October 31, 2023GeoVision Inc. announced cash dividend for common shares of TWD 125,750,944. Distribution of TWD 1.4 per share. Ex-rights (ex-dividend) trading date is October 4, 2023. Ex-rights (ex-dividend) record date is October 10, 2023. Payment date of cash dividend distribution is October 31, 2023.
New Risk • Aug 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks 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 (6.9% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Aug 05Second quarter 2023 earnings released: EPS: NT$1.05 (vs NT$0.24 loss in 2Q 2022)Second quarter 2023 results: EPS: NT$1.05 (up from NT$0.24 loss in 2Q 2022). Revenue: NT$327.4m (down 4.2% from 2Q 2022). Net income: NT$94.3m (up NT$115.7m from 2Q 2022). Profit margin: 29% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Jul 26Now 21% undervaluedOver the last 90 days, the stock is up 39%. The fair value is estimated to be NT$64.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years. Earnings per share has grown by 23%.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$58.50, the stock trades at a trailing P/E ratio of 36.4x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 174% over the past three years.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$47.70, the stock trades at a trailing P/E ratio of 29.6x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 122% over the past three years.
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$45.95, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 90% over the past three years.
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$48.80, the stock trades at a trailing P/E ratio of 32.2x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 69% over the past three years.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$0.48 (vs NT$0.27 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.48 (up from NT$0.27 in 3Q 2021). Revenue: NT$345.1m (up 4.7% from 3Q 2021). Net income: NT$43.1m (up 81% from 3Q 2021). Profit margin: 13% (up from 7.2% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Chia-Chun Wen was the last independent director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$40.15, the stock trades at a trailing P/E ratio of 30.9x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 40% over the past three years.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$28.30, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total loss to shareholders of 10% over the past three years.
Upcoming Dividend • Sep 27Upcoming dividend of NT$1.20 per shareEligible shareholders must have bought the stock before 04 October 2022. Payment date: 31 October 2022. Payout ratio is on the higher end at 92% but the company is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (7.0%). Lower than average of industry peers (4.8%).
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$32.50, the stock trades at a trailing P/E ratio of 25x. Average trailing P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 9.2% over the past three years.
Reported Earnings • Aug 08Second quarter 2022 earnings released: NT$0.24 loss per share (vs NT$0.50 profit in 2Q 2021)Second quarter 2022 results: NT$0.24 loss per share (down from NT$0.50 profit in 2Q 2021). Revenue: NT$341.6m (up 6.5% from 2Q 2021). Net loss: NT$21.4m (down 148% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 22% share price gain to NT$36.15, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 3.5% over the past three years.
Reported Earnings • May 09First quarter 2022 earnings released: EPS: NT$0.58 (vs NT$0.51 in 1Q 2021)First quarter 2022 results: EPS: NT$0.58 (up from NT$0.51 in 1Q 2021). Revenue: NT$275.5m (up 4.3% from 1Q 2021). Net income: NT$52.2m (up 15% from 1Q 2021). Profit margin: 19% (up from 17% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Chia-Chun Wen was the last independent director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 07Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: NT$1.97 (up from NT$1.78 in FY 2020). Revenue: NT$1.25b (up 7.7% from FY 2020). Net income: NT$176.5m (up 11% from FY 2020). Profit margin: 14% (in line with FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Mar 06GeoVision Inc., Annual General Meeting, May 26, 2022GeoVision Inc., Annual General Meeting, May 26, 2022.
Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$0.27 (vs NT$0.48 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$329.7m (up 12% from 3Q 2020). Net income: NT$23.8m (down 45% from 3Q 2020). Profit margin: 7.2% (down from 15% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$0.50 (vs NT$0.12 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$320.8m (up 35% from 2Q 2020). Net income: NT$45.0m (up NT$55.3m from 2Q 2020). Profit margin: 14% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 20Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 27 July 2021. Payment date: 24 August 2021. Trailing yield: 2.4%. Lower than top quartile of Taiwanese dividend payers (4.9%). Lower than average of industry peers (2.9%).
Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to NT$23.95, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 15x in the Electronic industry in Taiwan. Total loss to shareholders of 12% over the past three years.
Reported Earnings • May 01First quarter 2021 earnings released: EPS NT$0.51 (vs NT$0.54 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and revenues, although profit margins were improved. First quarter 2021 results: Revenue: NT$264.1m (down 20% from 1Q 2020). Net income: NT$45.5m (down 5.0% from 1Q 2020). Profit margin: 17% (up from 15% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 24Full year 2020 earnings released: EPS NT$1.78 (vs NT$0.22 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$1.16b (down 16% from FY 2019). Net income: NT$159.0m (up NT$139.0m from FY 2019). Profit margin: 14% (up from 1.4% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
分析記事 • Mar 15What Type Of Returns Would GeoVision's(TPE:3356) Shareholders Have Earned If They Purchased Their SharesFive Years Ago?Generally speaking long term investing is the way to go. But along the way some stocks are going to perform badly. For...
分析記事 • Feb 07Is This A Sign of Things To Come At GeoVision (TPE:3356)?To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
分析記事 • Jan 20GeoVision Inc. (TPE:3356) Is Going Strong But Fundamentals Appear To Be Mixed : Is There A Clear Direction For The Stock?Most readers would already be aware that GeoVision's (TPE:3356) stock increased significantly by 13% over the past...
分析記事 • Jan 01GeoVision (TPE:3356) Has A Rock Solid Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Valuation Update With 7 Day Price Move • Dec 24Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$32.25, the stock is trading at a trailing P/E ratio of 70.7x, up from the previous P/E ratio of 60x. This compares to an average P/E of 17x in the Electronic industry in Taiwan. Total return to shareholders over the past three years is a loss of 17%.
Is New 90 Day High Low • Dec 23New 90-day high: NT$29.35The company is up 23% from its price of NT$23.90 on 24 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 12% over the same period.
分析記事 • Dec 14What Type Of Returns Would GeoVision's(TPE:3356) Shareholders Have Earned If They Purchased Their SharesFive Years Ago?We think intelligent long term investing is the way to go. But unfortunately, some companies simply don't succeed...
Is New 90 Day High Low • Dec 01New 90-day high: NT$28.65The company is up 23% from its price of NT$23.25 on 02 September 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period.
分析記事 • Nov 26We Wouldn't Rely On GeoVision's (TPE:3356) Statutory Earnings As A GuideMany investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
Reported Earnings • Nov 08Third quarter 2020 earnings released: EPS NT$0.48The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$295.0m (down 18% from 3Q 2019). Net income: NT$42.9m (up 326% from 3Q 2019). Profit margin: 15% (up from 2.8% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.