View Future GrowthXAVi Technologies 過去の業績過去 基準チェック /06XAVi Technologiesの収益は年間平均-15.8%の割合で減少していますが、 Communications業界の収益は年間 増加しています。収益は年間9.9% 5.4%割合で 減少しています。 XAVi Technologiesの自己資本利益率は9%であり、純利益率は3%です。主要情報-15.78%収益成長率-18.10%EPS成長率Communications 業界の成長21.03%収益成長率-5.43%株主資本利益率9.02%ネット・マージン2.97%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 19First quarter 2026 earnings released: EPS: NT$0.17 (vs NT$0.34 in 1Q 2025)First quarter 2026 results: EPS: NT$0.17 (down from NT$0.34 in 1Q 2025). Revenue: NT$823.6m (up 8.9% from 1Q 2025). Net income: NT$13.4m (down 49% from 1Q 2025). Profit margin: 1.6% (down from 3.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 10% per year.Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$1.60 (vs NT$1.20 in FY 2024)Full year 2025 results: EPS: NT$1.60 (up from NT$1.20 in FY 2024). Revenue: NT$3.65b (up 43% from FY 2024). Net income: NT$123.5m (up 33% from FY 2024). Profit margin: 3.4% (down from 3.6% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$1.23 (vs NT$1.17 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.23 (up from NT$1.17 in 3Q 2024). Revenue: NT$1.19b (up 51% from 3Q 2024). Net income: NT$95.2m (up 5.4% from 3Q 2024). Profit margin: 8.0% (down from 11% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Reported Earnings • Aug 08Second quarter 2025 earnings released: NT$0.30 loss per share (vs NT$0.20 loss in 2Q 2024)Second quarter 2025 results: NT$0.30 loss per share (further deteriorated from NT$0.20 loss in 2Q 2024). Revenue: NT$716.0m (up 47% from 2Q 2024). Net loss: NT$22.9m (loss widened 47% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.34 (vs NT$0.35 loss in 1Q 2024)First quarter 2025 results: EPS: NT$0.34 (up from NT$0.35 loss in 1Q 2024). Revenue: NT$756.5m (up 81% from 1Q 2024). Net income: NT$26.3m (up NT$53.6m from 1Q 2024). Profit margin: 3.5% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.分析記事 • Mar 12XAVi Technologies' (TWSE:3447) Earnings Offer More Than Meets The EyeXAVi Technologies Corporation's ( TWSE:3447 ) robust recent earnings didn't do much to move the stock. We believe that...すべての更新を表示Recent updatesReported Earnings • May 19First quarter 2026 earnings released: EPS: NT$0.17 (vs NT$0.34 in 1Q 2025)First quarter 2026 results: EPS: NT$0.17 (down from NT$0.34 in 1Q 2025). Revenue: NT$823.6m (up 8.9% from 1Q 2025). Net income: NT$13.4m (down 49% from 1Q 2025). Profit margin: 1.6% (down from 3.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 10% per year.Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$1.60 (vs NT$1.20 in FY 2024)Full year 2025 results: EPS: NT$1.60 (up from NT$1.20 in FY 2024). Revenue: NT$3.65b (up 43% from FY 2024). Net income: NT$123.5m (up 33% from FY 2024). Profit margin: 3.4% (down from 3.6% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Declared Dividend • Mar 05Dividend increased to NT$1.10Dividend of NT$1.10 is 38% higher than last year. Ex-date: 22nd June 2026 Payment date: 17th July 2026 Dividend yield will be 2.7%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (43% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has decreased over the past 46 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 52% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.0% EPS decline seen over the last 5 years.お知らせ • Mar 05XAVi Technologies Corporation announces Annual dividend, payable on July 17, 2026XAVi Technologies Corporation announced Annual dividend of TWD 1.1000 per share payable on July 17, 2026, ex-date on June 22, 2026 and record date on June 23, 2026.お知らせ • Mar 04XAVi Technologies Corporation, Annual General Meeting, May 21, 2026XAVi Technologies Corporation, Annual General Meeting, May 21, 2026, at 09:00 Taipei Standard Time. Location: no,69, sec.2 kuang fu rd., sanchong district, new taipei city TaiwanNew Risk • Feb 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.15b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 19% 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. Market cap is less than US$100m (NT$3.15b market cap, or US$99.8m).New Risk • Jan 30New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 19% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$1.23 (vs NT$1.17 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.23 (up from NT$1.17 in 3Q 2024). Revenue: NT$1.19b (up 51% from 3Q 2024). Net income: NT$95.2m (up 5.4% from 3Q 2024). Profit margin: 8.0% (down from 11% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$65.30, the stock trades at a trailing P/E ratio of 36.3x. Average trailing P/E is 22x in the Communications industry in Taiwan. Total returns to shareholders of 88% over the past three years.Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$76.60, the stock trades at a trailing P/E ratio of 42.6x. Average trailing P/E is 23x in the Communications industry in Taiwan. Total returns to shareholders of 130% over the past three years.Reported Earnings • Aug 08Second quarter 2025 earnings released: NT$0.30 loss per share (vs NT$0.20 loss in 2Q 2024)Second quarter 2025 results: NT$0.30 loss per share (further deteriorated from NT$0.20 loss in 2Q 2024). Revenue: NT$716.0m (up 47% from 2Q 2024). Net loss: NT$22.9m (loss widened 47% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Aug 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to NT$67.10. The fair value is estimated to be NT$55.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 29% over the last 3 years. Meanwhile, the company has become profitable.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$57.40, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 96% over the past three years.Buy Or Sell Opportunity • Jun 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to NT$45.65. The fair value is estimated to be NT$57.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 29% over the last 3 years. Meanwhile, the company has become profitable.Upcoming Dividend • Jun 17Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 24 June 2025. Payment date: 18 July 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (2.4%).Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.34 (vs NT$0.35 loss in 1Q 2024)First quarter 2025 results: EPS: NT$0.34 (up from NT$0.35 loss in 1Q 2024). Revenue: NT$756.5m (up 81% from 1Q 2024). Net income: NT$26.3m (up NT$53.6m from 1Q 2024). Profit margin: 3.5% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$52.10, the stock trades at a trailing P/E ratio of 43.4x. Average trailing P/E is 25x in the Communications industry in Taiwan. Total returns to shareholders of 86% over the past three years.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$47.45, the stock trades at a trailing P/E ratio of 39.5x. Average trailing P/E is 22x in the Communications industry in Taiwan. Total returns to shareholders of 54% over the past three years.分析記事 • Mar 12XAVi Technologies' (TWSE:3447) Earnings Offer More Than Meets The EyeXAVi Technologies Corporation's ( TWSE:3447 ) robust recent earnings didn't do much to move the stock. We believe that...Reported Earnings • Mar 09Full year 2024 earnings released: EPS: NT$1.20 (vs NT$0.86 loss in FY 2023)Full year 2024 results: EPS: NT$1.20 (up from NT$0.86 loss in FY 2023). Revenue: NT$2.56b (down 11% from FY 2023). Net income: NT$92.8m (up NT$158.8m from FY 2023). Profit margin: 3.6% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.お知らせ • Mar 03XAVi Technologies Corporation, Annual General Meeting, May 27, 2025XAVi Technologies Corporation, Annual General Meeting, May 27, 2025, at 09:00 Taipei Standard Time. Location: no,69, sec.2 kuang fu rd., sanchong district, new taipei city Taiwan分析記事 • Feb 12Subdued Growth No Barrier To XAVi Technologies Corporation (TWSE:3447) With Shares Advancing 33%XAVi Technologies Corporation ( TWSE:3447 ) shareholders are no doubt pleased to see that the share price has bounced...分析記事 • Dec 08XAVi Technologies Corporation (TWSE:3447) Shares May Have Slumped 26% But Getting In Cheap Is Still UnlikelyXAVi Technologies Corporation ( TWSE:3447 ) shares have retraced a considerable 26% in the last month, reversing a fair...Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: NT$1.17 (vs NT$0.17 loss in 3Q 2023)Third quarter 2024 results: EPS: NT$1.17 (up from NT$0.17 loss in 3Q 2023). Revenue: NT$792.6m (up 55% from 3Q 2023). Net income: NT$90.4m (up NT$103.8m from 3Q 2023). Profit margin: 11% (up from net loss in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.お知らせ • Oct 25XAVi Technologies Corporation to Report Q3, 2024 Results on Nov 01, 2024XAVi Technologies Corporation announced that they will report Q3, 2024 results on Nov 01, 2024分析記事 • Oct 21What XAVi Technologies Corporation's (TWSE:3447) 29% Share Price Gain Is Not Telling YouXAVi Technologies Corporation ( TWSE:3447 ) shares have continued their recent momentum with a 29% gain in the last...分析記事 • Sep 04XAVi Technologies Corporation (TWSE:3447) Shares Fly 35% But Investors Aren't Buying For GrowthXAVi Technologies Corporation ( TWSE:3447 ) shareholders would be excited to see that the share price has had a great...Buy Or Sell Opportunity • Aug 29Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to NT$40.70. The fair value is estimated to be NT$33.04, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Meanwhile, the company became loss making.New Risk • Aug 20New 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 7.5% 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 11% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (NT$2.93b market cap, or US$91.8m).Reported Earnings • Aug 09Second quarter 2024 earnings released: NT$0.20 loss per share (vs NT$0.044 loss in 2Q 2023)Second quarter 2024 results: NT$0.20 loss per share (further deteriorated from NT$0.044 loss in 2Q 2023). Revenue: NT$488.5m (down 36% from 2Q 2023). Net loss: NT$15.6m (loss widened 358% from 2Q 2023).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 Risk Market cap is less than US$100m (NT$2.42b market cap, or US$74.8m).分析記事 • Aug 07Health Check: How Prudently Does XAVi Technologies (TWSE:3447) Use Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Jul 27XAVi Technologies Corporation to Report Q2, 2024 Results on Aug 05, 2024XAVi Technologies Corporation announced that they will report Q2, 2024 results on Aug 05, 2024お知らせ • May 30Xavi Technologies Corporation Elects Wang, Hui-Hsien as Independent DirectorsXAVi Technologies Corporation at its AGM, held on May 28, 2024, approved the election of Wang, Hui-Hsien Independent Directors.お知らせ • May 29+ 1 more updateXAVi Technologies Corporation Announces the Appointment of the Second Term Remuneration Committee MembersXAVi Technologies Corporation Announced the appointment of the 2nd term Remuneration Committee members. Resume of the previous position holder: Kuo,Tsung-Ming/Deputy Director of PwC Taiwan; Lin,Kun-Cheng/Director of Huarong Asset Management Co. Ltd.; Hsieh,Wen-Chuan/Independent director of Ten Ren Tea Co. Ltd. Resume of the new position holder: Wang, Hui-Hsien/CPA of Zhicheng Co-Accounting Firm; Lin,Kun-Cheng/Director of Huarong Asset Management Co. Ltd.; Hsieh,Wen-Chuan/Independent director of Ten Ren Tea Co. Ltd. Effective date of the new member is May 28, 2024.Reported Earnings • May 07First quarter 2024 earnings released: NT$0.35 loss per share (vs NT$0.72 profit in 1Q 2023)First quarter 2024 results: NT$0.35 loss per share (down from NT$0.72 profit in 1Q 2023). Revenue: NT$417.0m (down 64% from 1Q 2023). Net loss: NT$27.3m (down 149% from profit in 1Q 2023).お知らせ • Apr 24XAVi Technologies Corporation to Report Q1, 2024 Results on Apr 30, 2024XAVi Technologies Corporation announced that they will report Q1, 2024 results on Apr 30, 2024Reported Earnings • Mar 13Full year 2023 earnings released: NT$0.86 loss per share (vs NT$3.73 profit in FY 2022)Full year 2023 results: NT$0.86 loss per share (down from NT$3.73 profit in FY 2022). Revenue: NT$2.87b (down 52% from FY 2022). Net loss: NT$66.1m (down 125% from profit in FY 2022).お知らせ • Mar 12XAVi Technologies Corporation, Annual General Meeting, May 28, 2024XAVi Technologies Corporation, Annual General Meeting, May 28, 2024. Location: The conference room, No. 69, Sec. 2, Guangfu Rd., Sanchong Dist. New Taipei City Taiwan Agenda: To consider business Report of the Company for the 2023 fiscal year; to consider audit Report by the Audit Committee for the 2023 fiscal year; to consider discussion of proposal to amend the Company's Rules of Procedure for The Board of Directors Meetings; to consider Acknowledgement on the business report, financial statements and distribution of earnings and losses of the Company in the 2023 fiscal year; to elect the Company's 11th term of Director; and to consider other matters.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$37.80, the stock trades at a trailing P/E ratio of 21.9x. Average trailing P/E is 30x in the Communications industry in Taiwan. Total loss to shareholders of 7.7% over the past year.Reported Earnings • Nov 08Third quarter 2023 earnings released: NT$0.17 loss per share (vs NT$1.70 profit in 3Q 2022)Third quarter 2023 results: NT$0.17 loss per share (down from NT$1.70 profit in 3Q 2022). Revenue: NT$511.2m (down 72% from 3Q 2022). Net loss: NT$13.4m (down 111% from profit in 3Q 2022).New Risk • Aug 15New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.17b (US$99.4m) 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: Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (10% increase in shares outstanding). Market cap is less than US$100m (NT$3.17b market cap, or US$99.4m).Reported Earnings • Aug 08Second quarter 2023 earnings released: NT$0.04 loss per share (vs NT$0.27 profit in 2Q 2022)Second quarter 2023 results: NT$0.04 loss per share (down from NT$0.27 profit in 2Q 2022). Revenue: NT$761.5m (down 51% from 2Q 2022). Net loss: NT$3.41m (down 118% from profit in 2Q 2022).Buying Opportunity • Aug 01Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.3%. The fair value is estimated to be NT$57.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 8.4%.Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$48.60, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 21x in the Communications industry in Taiwan. Total returns to shareholders of 41% over the past year.Upcoming Dividend • Jul 24Upcoming dividend of NT$2.30 per share at 4.6% yieldEligible shareholders must have bought the stock before 31 July 2023. Payment date: 25 August 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 4.6%. Lower than top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (2.9%).Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$55.60, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 65% over the past year.Buying Opportunity • Jun 08Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be NT$57.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 8.4%.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$52.00, the stock trades at a trailing P/E ratio of 15.3x. Average forward P/E is 14x in the Communications industry in Taiwan. Total returns to shareholders of 64% over the past year.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improves as stock rises 34%After last week's 34% share price gain to NT$62.30, the stock trades at a trailing P/E ratio of 18.3x. Average forward P/E is 14x in the Communications industry in Taiwan. Total returns to shareholders of 96% over the past year.Reported Earnings • Mar 27Full year 2022 earnings released: EPS: NT$3.73 (vs NT$2.12 in FY 2021)Full year 2022 results: EPS: NT$3.73 (up from NT$2.12 in FY 2021). Revenue: NT$6.01b (up 70% from FY 2021). Net income: NT$260.8m (up 77% from FY 2021). Profit margin: 4.3% (in line with FY 2021).Valuation Update With 7 Day Price Move • Jan 31Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$49.35, the stock trades at a trailing P/E ratio of 17.2x. Average forward P/E is 11x in the Communications industry in Taiwan. Total returns to shareholders of 32% over the past year.Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$48.00, the stock trades at a trailing P/E ratio of 15.1x. Average forward P/E is 11x in the Communications industry in Taiwan. Total returns to shareholders of 15% over the past year.Reported Earnings • Nov 07Third quarter 2022 earnings released: EPS: NT$1.70 (vs NT$0.51 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.70 (up from NT$0.51 in 3Q 2021). Revenue: NT$1.80b (up 94% from 3Q 2021). Net income: NT$118.0m (up 230% from 3Q 2021). Profit margin: 6.5% (up from 3.9% in 3Q 2021). The increase in margin was driven by higher revenue.Upcoming Dividend • Sep 14Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 21 September 2022. Payment date: 14 October 2022. Payout ratio is on the higher end at 87% but the company is not cash flow positive. Trailing yield: 3.9%. Lower than top quartile of Taiwanese dividend payers (6.5%). Higher than average of industry peers (2.7%).Reported Earnings • Jul 28First quarter 2022 earnings released: EPS: NT$0.43 (vs NT$1.13 in 1Q 2021)First quarter 2022 results: EPS: NT$0.43 (down from NT$1.13 in 1Q 2021). Revenue: NT$985.6m (up 13% from 1Q 2021). Net income: NT$29.8m (down 62% from 1Q 2021). Profit margin: 3.0% (down from 9.0% in 1Q 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improved over the past weekAfter last week's 23% share price gain to NT$37.00, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 20x in the Communications industry in Taiwan.Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improved over the past weekAfter last week's 27% share price gain to NT$43.45, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 25x in the Communications industry in Taiwan.収支内訳XAVi Technologies の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TWSE:3447 収益、費用、利益 ( )TWD Millions日付収益収益G+A経費研究開発費31 Mar 263,72211116412231 Dec 253,65512316913330 Sep 253,52614416414130 Jun 253,12513915614431 Mar 252,89814614114831 Dec 242,5589312914630 Sep 242,144-5712214430 Jun 241,863-16113314031 Mar 242,136-14815814131 Dec 232,869-6617714330 Sep 234,08213323015330 Jun 235,37426426116131 Mar 236,17028626616531 Dec 226,00626125616530 Sep 225,36522122115630 Jun 224,39812018115431 Mar 223,6349916015331 Dec 213,52514817115130 Sep 213,23113716514930 Jun 213,11816317614331 Mar 213,01219719113631 Dec 202,82315018213230 Sep 202,72717616412930 Jun 202,63020214612631 Mar 202,47119113012531 Dec 192,31118011412530 Sep 192,4664512912630 Jun 192,620-8914412731 Mar 192,902-16022412631 Dec 183,184-23030312530 Sep 183,186-11430113030 Jun 183,188129913531 Mar 183,6565622513331 Dec 174,12411215113130 Sep 174,70411315812730 Jun 175,28311416512331 Mar 175,19114716912331 Dec 165,09918017212330 Sep 164,59716015911830 Jun 164,09613914711331 Mar 163,71215414211431 Dec 153,32817013711530 Sep 153,14018413912130 Jun 152,951199141127質の高い収益: 3447 非現金収入 のレベルが高いです。利益率の向上: 3447の現在の純利益率 (3%)は、昨年(5.1%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 3447の収益は過去 5 年間で年間15.8%減少しました。成長の加速: 3447は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 3447は過去 1 年間で収益成長率がマイナス ( -24.5% ) となったため、 Communications業界平均 ( -13.1% ) と比較することが困難です。株主資本利益率高いROE: 3447の 自己資本利益率 ( 9% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health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2026/05/21 09:04終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋XAVi Technologies Corporation 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Jackson ChiangKGI Securities Co. Ltd.
Reported Earnings • May 19First quarter 2026 earnings released: EPS: NT$0.17 (vs NT$0.34 in 1Q 2025)First quarter 2026 results: EPS: NT$0.17 (down from NT$0.34 in 1Q 2025). Revenue: NT$823.6m (up 8.9% from 1Q 2025). Net income: NT$13.4m (down 49% from 1Q 2025). Profit margin: 1.6% (down from 3.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 10% per year.
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$1.60 (vs NT$1.20 in FY 2024)Full year 2025 results: EPS: NT$1.60 (up from NT$1.20 in FY 2024). Revenue: NT$3.65b (up 43% from FY 2024). Net income: NT$123.5m (up 33% from FY 2024). Profit margin: 3.4% (down from 3.6% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$1.23 (vs NT$1.17 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.23 (up from NT$1.17 in 3Q 2024). Revenue: NT$1.19b (up 51% from 3Q 2024). Net income: NT$95.2m (up 5.4% from 3Q 2024). Profit margin: 8.0% (down from 11% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 08Second quarter 2025 earnings released: NT$0.30 loss per share (vs NT$0.20 loss in 2Q 2024)Second quarter 2025 results: NT$0.30 loss per share (further deteriorated from NT$0.20 loss in 2Q 2024). Revenue: NT$716.0m (up 47% from 2Q 2024). Net loss: NT$22.9m (loss widened 47% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.34 (vs NT$0.35 loss in 1Q 2024)First quarter 2025 results: EPS: NT$0.34 (up from NT$0.35 loss in 1Q 2024). Revenue: NT$756.5m (up 81% from 1Q 2024). Net income: NT$26.3m (up NT$53.6m from 1Q 2024). Profit margin: 3.5% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
分析記事 • Mar 12XAVi Technologies' (TWSE:3447) Earnings Offer More Than Meets The EyeXAVi Technologies Corporation's ( TWSE:3447 ) robust recent earnings didn't do much to move the stock. We believe that...
Reported Earnings • May 19First quarter 2026 earnings released: EPS: NT$0.17 (vs NT$0.34 in 1Q 2025)First quarter 2026 results: EPS: NT$0.17 (down from NT$0.34 in 1Q 2025). Revenue: NT$823.6m (up 8.9% from 1Q 2025). Net income: NT$13.4m (down 49% from 1Q 2025). Profit margin: 1.6% (down from 3.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 10% per year.
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$1.60 (vs NT$1.20 in FY 2024)Full year 2025 results: EPS: NT$1.60 (up from NT$1.20 in FY 2024). Revenue: NT$3.65b (up 43% from FY 2024). Net income: NT$123.5m (up 33% from FY 2024). Profit margin: 3.4% (down from 3.6% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Declared Dividend • Mar 05Dividend increased to NT$1.10Dividend of NT$1.10 is 38% higher than last year. Ex-date: 22nd June 2026 Payment date: 17th July 2026 Dividend yield will be 2.7%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (43% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has decreased over the past 46 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 52% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.0% EPS decline seen over the last 5 years.
お知らせ • Mar 05XAVi Technologies Corporation announces Annual dividend, payable on July 17, 2026XAVi Technologies Corporation announced Annual dividend of TWD 1.1000 per share payable on July 17, 2026, ex-date on June 22, 2026 and record date on June 23, 2026.
お知らせ • Mar 04XAVi Technologies Corporation, Annual General Meeting, May 21, 2026XAVi Technologies Corporation, Annual General Meeting, May 21, 2026, at 09:00 Taipei Standard Time. Location: no,69, sec.2 kuang fu rd., sanchong district, new taipei city Taiwan
New Risk • Feb 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.15b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 19% 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. Market cap is less than US$100m (NT$3.15b market cap, or US$99.8m).
New Risk • Jan 30New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 19% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$1.23 (vs NT$1.17 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.23 (up from NT$1.17 in 3Q 2024). Revenue: NT$1.19b (up 51% from 3Q 2024). Net income: NT$95.2m (up 5.4% from 3Q 2024). Profit margin: 8.0% (down from 11% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$65.30, the stock trades at a trailing P/E ratio of 36.3x. Average trailing P/E is 22x in the Communications industry in Taiwan. Total returns to shareholders of 88% over the past three years.
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$76.60, the stock trades at a trailing P/E ratio of 42.6x. Average trailing P/E is 23x in the Communications industry in Taiwan. Total returns to shareholders of 130% over the past three years.
Reported Earnings • Aug 08Second quarter 2025 earnings released: NT$0.30 loss per share (vs NT$0.20 loss in 2Q 2024)Second quarter 2025 results: NT$0.30 loss per share (further deteriorated from NT$0.20 loss in 2Q 2024). Revenue: NT$716.0m (up 47% from 2Q 2024). Net loss: NT$22.9m (loss widened 47% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Aug 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to NT$67.10. The fair value is estimated to be NT$55.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 29% over the last 3 years. Meanwhile, the company has become profitable.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$57.40, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 96% over the past three years.
Buy Or Sell Opportunity • Jun 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to NT$45.65. The fair value is estimated to be NT$57.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 29% over the last 3 years. Meanwhile, the company has become profitable.
Upcoming Dividend • Jun 17Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 24 June 2025. Payment date: 18 July 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (2.4%).
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.34 (vs NT$0.35 loss in 1Q 2024)First quarter 2025 results: EPS: NT$0.34 (up from NT$0.35 loss in 1Q 2024). Revenue: NT$756.5m (up 81% from 1Q 2024). Net income: NT$26.3m (up NT$53.6m from 1Q 2024). Profit margin: 3.5% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$52.10, the stock trades at a trailing P/E ratio of 43.4x. Average trailing P/E is 25x in the Communications industry in Taiwan. Total returns to shareholders of 86% over the past three years.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$47.45, the stock trades at a trailing P/E ratio of 39.5x. Average trailing P/E is 22x in the Communications industry in Taiwan. Total returns to shareholders of 54% over the past three years.
分析記事 • Mar 12XAVi Technologies' (TWSE:3447) Earnings Offer More Than Meets The EyeXAVi Technologies Corporation's ( TWSE:3447 ) robust recent earnings didn't do much to move the stock. We believe that...
Reported Earnings • Mar 09Full year 2024 earnings released: EPS: NT$1.20 (vs NT$0.86 loss in FY 2023)Full year 2024 results: EPS: NT$1.20 (up from NT$0.86 loss in FY 2023). Revenue: NT$2.56b (down 11% from FY 2023). Net income: NT$92.8m (up NT$158.8m from FY 2023). Profit margin: 3.6% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
お知らせ • Mar 03XAVi Technologies Corporation, Annual General Meeting, May 27, 2025XAVi Technologies Corporation, Annual General Meeting, May 27, 2025, at 09:00 Taipei Standard Time. Location: no,69, sec.2 kuang fu rd., sanchong district, new taipei city Taiwan
分析記事 • Feb 12Subdued Growth No Barrier To XAVi Technologies Corporation (TWSE:3447) With Shares Advancing 33%XAVi Technologies Corporation ( TWSE:3447 ) shareholders are no doubt pleased to see that the share price has bounced...
分析記事 • Dec 08XAVi Technologies Corporation (TWSE:3447) Shares May Have Slumped 26% But Getting In Cheap Is Still UnlikelyXAVi Technologies Corporation ( TWSE:3447 ) shares have retraced a considerable 26% in the last month, reversing a fair...
Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: NT$1.17 (vs NT$0.17 loss in 3Q 2023)Third quarter 2024 results: EPS: NT$1.17 (up from NT$0.17 loss in 3Q 2023). Revenue: NT$792.6m (up 55% from 3Q 2023). Net income: NT$90.4m (up NT$103.8m from 3Q 2023). Profit margin: 11% (up from net loss in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.
お知らせ • Oct 25XAVi Technologies Corporation to Report Q3, 2024 Results on Nov 01, 2024XAVi Technologies Corporation announced that they will report Q3, 2024 results on Nov 01, 2024
分析記事 • Oct 21What XAVi Technologies Corporation's (TWSE:3447) 29% Share Price Gain Is Not Telling YouXAVi Technologies Corporation ( TWSE:3447 ) shares have continued their recent momentum with a 29% gain in the last...
分析記事 • Sep 04XAVi Technologies Corporation (TWSE:3447) Shares Fly 35% But Investors Aren't Buying For GrowthXAVi Technologies Corporation ( TWSE:3447 ) shareholders would be excited to see that the share price has had a great...
Buy Or Sell Opportunity • Aug 29Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to NT$40.70. The fair value is estimated to be NT$33.04, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Meanwhile, the company became loss making.
New Risk • Aug 20New 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 7.5% 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 11% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (NT$2.93b market cap, or US$91.8m).
Reported Earnings • Aug 09Second quarter 2024 earnings released: NT$0.20 loss per share (vs NT$0.044 loss in 2Q 2023)Second quarter 2024 results: NT$0.20 loss per share (further deteriorated from NT$0.044 loss in 2Q 2023). Revenue: NT$488.5m (down 36% from 2Q 2023). Net loss: NT$15.6m (loss widened 358% from 2Q 2023).
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 Risk Market cap is less than US$100m (NT$2.42b market cap, or US$74.8m).
分析記事 • Aug 07Health Check: How Prudently Does XAVi Technologies (TWSE:3447) Use Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Jul 27XAVi Technologies Corporation to Report Q2, 2024 Results on Aug 05, 2024XAVi Technologies Corporation announced that they will report Q2, 2024 results on Aug 05, 2024
お知らせ • May 30Xavi Technologies Corporation Elects Wang, Hui-Hsien as Independent DirectorsXAVi Technologies Corporation at its AGM, held on May 28, 2024, approved the election of Wang, Hui-Hsien Independent Directors.
お知らせ • May 29+ 1 more updateXAVi Technologies Corporation Announces the Appointment of the Second Term Remuneration Committee MembersXAVi Technologies Corporation Announced the appointment of the 2nd term Remuneration Committee members. Resume of the previous position holder: Kuo,Tsung-Ming/Deputy Director of PwC Taiwan; Lin,Kun-Cheng/Director of Huarong Asset Management Co. Ltd.; Hsieh,Wen-Chuan/Independent director of Ten Ren Tea Co. Ltd. Resume of the new position holder: Wang, Hui-Hsien/CPA of Zhicheng Co-Accounting Firm; Lin,Kun-Cheng/Director of Huarong Asset Management Co. Ltd.; Hsieh,Wen-Chuan/Independent director of Ten Ren Tea Co. Ltd. Effective date of the new member is May 28, 2024.
Reported Earnings • May 07First quarter 2024 earnings released: NT$0.35 loss per share (vs NT$0.72 profit in 1Q 2023)First quarter 2024 results: NT$0.35 loss per share (down from NT$0.72 profit in 1Q 2023). Revenue: NT$417.0m (down 64% from 1Q 2023). Net loss: NT$27.3m (down 149% from profit in 1Q 2023).
お知らせ • Apr 24XAVi Technologies Corporation to Report Q1, 2024 Results on Apr 30, 2024XAVi Technologies Corporation announced that they will report Q1, 2024 results on Apr 30, 2024
Reported Earnings • Mar 13Full year 2023 earnings released: NT$0.86 loss per share (vs NT$3.73 profit in FY 2022)Full year 2023 results: NT$0.86 loss per share (down from NT$3.73 profit in FY 2022). Revenue: NT$2.87b (down 52% from FY 2022). Net loss: NT$66.1m (down 125% from profit in FY 2022).
お知らせ • Mar 12XAVi Technologies Corporation, Annual General Meeting, May 28, 2024XAVi Technologies Corporation, Annual General Meeting, May 28, 2024. Location: The conference room, No. 69, Sec. 2, Guangfu Rd., Sanchong Dist. New Taipei City Taiwan Agenda: To consider business Report of the Company for the 2023 fiscal year; to consider audit Report by the Audit Committee for the 2023 fiscal year; to consider discussion of proposal to amend the Company's Rules of Procedure for The Board of Directors Meetings; to consider Acknowledgement on the business report, financial statements and distribution of earnings and losses of the Company in the 2023 fiscal year; to elect the Company's 11th term of Director; and to consider other matters.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$37.80, the stock trades at a trailing P/E ratio of 21.9x. Average trailing P/E is 30x in the Communications industry in Taiwan. Total loss to shareholders of 7.7% over the past year.
Reported Earnings • Nov 08Third quarter 2023 earnings released: NT$0.17 loss per share (vs NT$1.70 profit in 3Q 2022)Third quarter 2023 results: NT$0.17 loss per share (down from NT$1.70 profit in 3Q 2022). Revenue: NT$511.2m (down 72% from 3Q 2022). Net loss: NT$13.4m (down 111% from profit in 3Q 2022).
New Risk • Aug 15New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.17b (US$99.4m) 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: Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (10% increase in shares outstanding). Market cap is less than US$100m (NT$3.17b market cap, or US$99.4m).
Reported Earnings • Aug 08Second quarter 2023 earnings released: NT$0.04 loss per share (vs NT$0.27 profit in 2Q 2022)Second quarter 2023 results: NT$0.04 loss per share (down from NT$0.27 profit in 2Q 2022). Revenue: NT$761.5m (down 51% from 2Q 2022). Net loss: NT$3.41m (down 118% from profit in 2Q 2022).
Buying Opportunity • Aug 01Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.3%. The fair value is estimated to be NT$57.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 8.4%.
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$48.60, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 21x in the Communications industry in Taiwan. Total returns to shareholders of 41% over the past year.
Upcoming Dividend • Jul 24Upcoming dividend of NT$2.30 per share at 4.6% yieldEligible shareholders must have bought the stock before 31 July 2023. Payment date: 25 August 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 4.6%. Lower than top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (2.9%).
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$55.60, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 65% over the past year.
Buying Opportunity • Jun 08Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be NT$57.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 8.4%.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$52.00, the stock trades at a trailing P/E ratio of 15.3x. Average forward P/E is 14x in the Communications industry in Taiwan. Total returns to shareholders of 64% over the past year.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improves as stock rises 34%After last week's 34% share price gain to NT$62.30, the stock trades at a trailing P/E ratio of 18.3x. Average forward P/E is 14x in the Communications industry in Taiwan. Total returns to shareholders of 96% over the past year.
Reported Earnings • Mar 27Full year 2022 earnings released: EPS: NT$3.73 (vs NT$2.12 in FY 2021)Full year 2022 results: EPS: NT$3.73 (up from NT$2.12 in FY 2021). Revenue: NT$6.01b (up 70% from FY 2021). Net income: NT$260.8m (up 77% from FY 2021). Profit margin: 4.3% (in line with FY 2021).
Valuation Update With 7 Day Price Move • Jan 31Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$49.35, the stock trades at a trailing P/E ratio of 17.2x. Average forward P/E is 11x in the Communications industry in Taiwan. Total returns to shareholders of 32% over the past year.
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$48.00, the stock trades at a trailing P/E ratio of 15.1x. Average forward P/E is 11x in the Communications industry in Taiwan. Total returns to shareholders of 15% over the past year.
Reported Earnings • Nov 07Third quarter 2022 earnings released: EPS: NT$1.70 (vs NT$0.51 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.70 (up from NT$0.51 in 3Q 2021). Revenue: NT$1.80b (up 94% from 3Q 2021). Net income: NT$118.0m (up 230% from 3Q 2021). Profit margin: 6.5% (up from 3.9% in 3Q 2021). The increase in margin was driven by higher revenue.
Upcoming Dividend • Sep 14Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 21 September 2022. Payment date: 14 October 2022. Payout ratio is on the higher end at 87% but the company is not cash flow positive. Trailing yield: 3.9%. Lower than top quartile of Taiwanese dividend payers (6.5%). Higher than average of industry peers (2.7%).
Reported Earnings • Jul 28First quarter 2022 earnings released: EPS: NT$0.43 (vs NT$1.13 in 1Q 2021)First quarter 2022 results: EPS: NT$0.43 (down from NT$1.13 in 1Q 2021). Revenue: NT$985.6m (up 13% from 1Q 2021). Net income: NT$29.8m (down 62% from 1Q 2021). Profit margin: 3.0% (down from 9.0% in 1Q 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improved over the past weekAfter last week's 23% share price gain to NT$37.00, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 20x in the Communications industry in Taiwan.
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improved over the past weekAfter last week's 27% share price gain to NT$43.45, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 25x in the Communications industry in Taiwan.