Young Optics（3504）株式概要ヤングオプティクス株式会社は、台湾で光学部品、光学エンジン、光学モジュールの研究、設計、製造、販売を行っています。 詳細3504 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績0/6財務の健全性6/6配当金0/6リスク分析過去5年間で収益は年間10.3%減少しました。 すべてのリスクチェックを見る3504 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$83.30296.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-431m6b2016201920222025202620282031Revenue NT$1.3bEarnings NT$106.7mAdvancedSet Fair ValueView all narrativesYoung Optics Inc. 競合他社HannsTouch HoldingsSymbol: TWSE:3049Market cap: NT$9.6bNidec Chaun-Choung TechnologySymbol: TWSE:6230Market cap: NT$11.6bViking TechSymbol: TPEX:3624Market cap: NT$10.7bTaiwan Printed Circuit Board TechvestLtdSymbol: TWSE:8213Market cap: NT$10.2b価格と性能株価の高値、安値、推移の概要Young Optics過去の株価現在の株価NT$83.3052週高値NT$90.0052週安値NT$43.50ベータ1.211ヶ月の変化15.21%3ヶ月変化n/a1年変化69.31%3年間の変化5.98%5年間の変化11.66%IPOからの変化192.30%最新ニュースReported Earnings • Apr 26First quarter 2026 earnings released: EPS: NT$0.05 (vs NT$0.04 in 1Q 2025)First quarter 2026 results: EPS: NT$0.05 (up from NT$0.04 in 1Q 2025). Revenue: NT$685.0m (up 5.4% from 1Q 2025). Net income: NT$5.98m (up 30% from 1Q 2025). Profit margin: 0.9% (up from 0.7% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.New Risk • Apr 14New 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 8.5% 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 8.5% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.5% average weekly change).Buy Or Sell Opportunity • Apr 14Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to NT$60.80. The fair value is estimated to be NT$48.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Mar 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to NT$59.30. The fair value is estimated to be NT$49.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Feb 24Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to NT$60.70. The fair value is estimated to be NT$48.40, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Feb 09Young Optics Inc., Annual General Meeting, Jun 09, 2026Young Optics Inc., Annual General Meeting, Jun 09, 2026. Location: no,2, chan yeh 1st rd., hsinchu science park, hsinchu city Taiwan最新情報をもっと見るRecent updatesReported Earnings • Apr 26First quarter 2026 earnings released: EPS: NT$0.05 (vs NT$0.04 in 1Q 2025)First quarter 2026 results: EPS: NT$0.05 (up from NT$0.04 in 1Q 2025). Revenue: NT$685.0m (up 5.4% from 1Q 2025). Net income: NT$5.98m (up 30% from 1Q 2025). Profit margin: 0.9% (up from 0.7% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.New Risk • Apr 14New 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 8.5% 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 8.5% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.5% average weekly change).Buy Or Sell Opportunity • Apr 14Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to NT$60.80. The fair value is estimated to be NT$48.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Mar 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to NT$59.30. The fair value is estimated to be NT$49.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Feb 24Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to NT$60.70. The fair value is estimated to be NT$48.40, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Feb 09Young Optics Inc., Annual General Meeting, Jun 09, 2026Young Optics Inc., Annual General Meeting, Jun 09, 2026. Location: no,2, chan yeh 1st rd., hsinchu science park, hsinchu city TaiwanReported Earnings • Feb 07Full year 2025 earnings released: NT$0.08 loss per share (vs NT$2.17 loss in FY 2024)Full year 2025 results: NT$0.08 loss per share (improved from NT$2.17 loss in FY 2024). Revenue: NT$2.69b (up 4.5% from FY 2024). Net loss: NT$9.39m (loss narrowed 96% from FY 2024). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Reported Earnings • Oct 24Third quarter 2025 earnings released: NT$0.09 loss per share (vs NT$0.072 loss in 3Q 2024)Third quarter 2025 results: NT$0.09 loss per share (further deteriorated from NT$0.072 loss in 3Q 2024). Revenue: NT$647.2m (down 6.8% from 3Q 2024). Net loss: NT$10.1m (loss widened 23% from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 7% per year.New Risk • May 13New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 31% per year over the past 5 years. Minor Risk Latest financial reports are more than 6 months old (reported September 2024 fiscal period end).お知らせ • Apr 18Young Optics Inc. to Report Q1, 2025 Results on Apr 25, 2025Young Optics Inc. announced that they will report Q1, 2025 results on Apr 25, 2025分析記事 • Feb 18Young Optics Inc.'s (TWSE:3504) 25% Share Price Surge Not Quite Adding UpDespite an already strong run, Young Optics Inc. ( TWSE:3504 ) shares have been powering on, with a gain of 25% in the...お知らせ • Feb 17Young Optics Inc., Annual General Meeting, Jun 17, 2025Young Optics Inc., Annual General Meeting, Jun 17, 2025. Location: no,2, chan yeh 1st rd., hsinchu science park, hsinchu city Taiwan分析記事 • Feb 11Is Young Optics (TWSE:3504) Using Debt In A Risky Way?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Feb 07Young Optics Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025Young Optics Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025New Risk • Jan 06New 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 6.2% 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 31% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.2% average weekly change).分析記事 • Dec 25Getting In Cheap On Young Optics Inc. (TWSE:3504) Is UnlikelyWhen you see that almost half of the companies in the Electronic industry in Taiwan have price-to-sales ratios (or...Reported Earnings • Oct 29Third quarter 2024 earnings released: NT$0.07 loss per share (vs NT$0.59 loss in 3Q 2023)Third quarter 2024 results: NT$0.07 loss per share (improved from NT$0.59 loss in 3Q 2023). Revenue: NT$694.3m (down 7.0% from 3Q 2023). Net loss: NT$8.23m (loss narrowed 88% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.お知らせ • Oct 18Young Optics Inc. to Report Nine Months, 2024 Results on Oct 25, 2024Young Optics Inc. announced that they will report nine months, 2024 results on Oct 25, 2024Reported Earnings • Jul 27Second quarter 2024 earnings released: NT$0.51 loss per share (vs NT$0.59 loss in 2Q 2023)Second quarter 2024 results: NT$0.51 loss per share (improved from NT$0.59 loss in 2Q 2023). Revenue: NT$637.6m (down 22% from 2Q 2023). Net loss: NT$58.0m (loss narrowed 14% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.お知らせ • Jul 18Young Optics Inc. to Report Q2, 2024 Results on Jul 25, 2024Young Optics Inc. announced that they will report Q2, 2024 results on Jul 25, 2024分析記事 • Jun 26Is Young Optics (TWSE:3504) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Board Change • Jun 26Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Chin-Do Lai was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jun 20Young Optics Inc. Announces Election of Board of DirectorsYoung Optics Inc. announced of the election of board of directors in 2024 annual meeting of shareholders. .Title and name of the previous position holder: Director: Coretronic Corp. legal representative Sarah Lin; Director: Coretronic Corp. legal representative Sara Lin; Director: Coretronic Corp. legal representative Ken Wang; Director: Jyh-Horng Shyu; Independent Director: Hsiang-Hsun Wu; Independent Director: Wan-Ting Yuan; Independent Director: Chih-Hun Huang. Resume of the previous position holder: Director: Coretronic Corp. legal representative Sarah Lin, President,Coretronic Corporation; Director: Coretronic Corp. legal representative Sara Lin, Executive Vice president,Coretronic Corporation; Director: Coretronic Corp. legal representative Ken Wang, Vice president,Coretronic Corporation; Director: Jyh-Horng Shyu, President,Young Optics Inc. Independent; Director: Hsiang-Hsun Wu, Independent director of Young Optics Inc. Independent; Director: Wan-Ting Yuan, Chairman, Aces Electronics Co. Ltd. Independent; Director: Chih-Hun Huang, Chairman and Financial Manager,Habitz Medtech Co. Ltd. Title and name of the new position holder: Director: Coretronic Corp. legal representative Sarah Lin; Director: Coretronic Corp. legal representative Ken Wang; Director: Coretronic Corp. legal representative Miranda Wang; Director: Ker-Jev Huang Independent Director: Hsiang-Hsun Wu Independent; Director: Wan-Ting Yuan Independent; Director: Chin-Do Lai. Resume of the new position holder: Director: Coretronic Corp. legal representative Sarah Lin, President,Coretronic Corporation; Director: Coretronic Corp. legal representative Ken Wang, Vice president,Coretronic Corporation; Director: Coretronic Corp. legal representative Miranda Wang, Vice president,Coretronic Corporation; Director: Ker-Jev Huang, Team Leader of Materials and Electro-Optics, National Chung Shan Institute of Science and Technology Independent; Director: Hsiang-Hsun Wu, Independent director of Young Optics Inc. Independent; Director: Wan-Ting Yuan, Chairman,Aces Electronics Co. Ltd. Independent; Director: Chin-Do Lai, CEO, GranDen Corp. Effective date of the new appointment from June 19, 2024.お知らせ • Apr 20Young Optics Inc. to Report Q1, 2024 Results on Apr 25, 2024Young Optics Inc. announced that they will report Q1, 2024 results on Apr 25, 2024Reported Earnings • Feb 27Full year 2023 earnings released: NT$2.52 loss per share (vs NT$0.57 profit in FY 2022)Full year 2023 results: NT$2.52 loss per share (down from NT$0.57 profit in FY 2022). Revenue: NT$3.01b (down 36% from FY 2022). Net loss: NT$287.3m (down NT$352.0m from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Feb 24Young Optics Inc., Annual General Meeting, Jun 19, 2024Young Optics Inc., Annual General Meeting, Jun 19, 2024. Location: Room 202, No.2, Zhanye 1st Rd., East Dist., Hsinchu City 300, Taiwan, R.o.c. Taiwan Agenda: To consider 2023 Annual Business Report; to consider 2023 Audit Committee's Report; to consider ratification of 2023 Annual Business Report and financial statements; to consider ratification of the proposal for the 2023 loss off-setting; to consider Proposal to permit the newly-elected Directors with competition conducts; and to consider other matters.Reported Earnings • Nov 02Third quarter 2023 earnings released: NT$0.59 loss per share (vs NT$0.57 profit in 3Q 2022)Third quarter 2023 results: NT$0.59 loss per share (down from NT$0.57 profit in 3Q 2022). Revenue: NT$746.6m (down 44% from 3Q 2022). Net loss: NT$67.5m (down 204% from profit in 3Q 2022). 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 • Jul 30Young Optics Inc. (TWSE:3504) agreed to acquire remaining 7.5% stake in Rays Optics Inc.Young Optics Inc. (TWSE:3504) agreed to acquire remaining 7.5% stake in Rays Optics Inc. on July 28, 2023. The consideration is based on TWD 13.57 per share of Rays Optics and will be funded from existing cash reserves. The transaction is expected to close on September 8, 2023. Chen-Ye United Accounting Firm acted as accountant to Young Optics.Reported Earnings • Jul 29Second quarter 2023 earnings released: NT$0.59 loss per share (vs NT$0.43 profit in 2Q 2022)Second quarter 2023 results: NT$0.59 loss per share (down from NT$0.43 profit in 2Q 2022). Revenue: NT$817.1m (down 35% from 2Q 2022). Net loss: NT$67.2m (down 238% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 25First quarter 2023 earnings released: NT$0.75 loss per share (vs NT$0.19 profit in 1Q 2022)First quarter 2023 results: NT$0.75 loss per share (down from NT$0.19 profit in 1Q 2022). Revenue: NT$729.6m (down 39% from 1Q 2022). Net loss: NT$85.6m (down 494% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hsiang-Hsun Wu is the most experienced director on the board, commencing their role in 2015. Independent Director Chih-Hun Huang was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$83.60, the stock trades at a trailing P/E ratio of 64.8x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 7.9% over the past three years.お知らせ • Oct 29Young Optics Inc. Announces Appointment of Cynthia Chang as Corporate Governance OfficerYoung Optics Inc. announced appointment of Cynthia Chang as Corporate Governance Officer. Name, title, and resume of the new position holder: Cynthia Chang, CFO of Young Optics Inc. Reason for the change: New replacement. Effective date is October 28, 2022.Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: NT$0.57 (vs NT$0.30 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.57 (up from NT$0.30 in 3Q 2021). Revenue: NT$1.34b (up 17% from 3Q 2021). Net income: NT$65.1m (up 88% from 3Q 2021). Profit margin: 4.9% (up from 3.0% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$74.30, the stock trades at a trailing P/E ratio of 72.6x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total loss to shareholders of 9.1% over the past three years.Reported Earnings • Jul 26Second quarter 2022 earnings released: EPS: NT$0.43 (vs NT$0.11 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.43 (up from NT$0.11 in 2Q 2021). Revenue: NT$1.26b (up 15% from 2Q 2021). Net income: NT$48.8m (up 284% from 2Q 2021). Profit margin: 3.9% (up from 1.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 1% per year.お知らせ • Jul 13Young Optics Inc. to Report Q2, 2022 Results on Jul 25, 2022Young Optics Inc. announced that they will report Q2, 2022 results on Jul 25, 2022Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: NT$0.19 (vs NT$0.28 loss in 1Q 2021)First quarter 2022 results: EPS: NT$0.19 (up from NT$0.28 loss in 1Q 2021). Revenue: NT$1.20b (up 16% from 1Q 2021). Net income: NT$21.7m (up NT$54.2m from 1Q 2021). Profit margin: 1.8% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Board Change • Apr 27Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hsiang-Hsun Wu is the most experienced director on the board, commencing their role in 2015. Independent Director Chih-Hun Huang was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Feb 14Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: NT$0.23 (up from NT$2.07 loss in FY 2020). Revenue: NT$4.56b (up 17% from FY 2020). Net income: NT$26.4m (up NT$261.9m from FY 2020). Profit margin: 0.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 3.1%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.お知らせ • Feb 12Young Optics Inc., Annual General Meeting, Jun 17, 2022Young Optics Inc., Annual General Meeting, Jun 17, 2022. Location: Room 202, No.2, Zhanye 1st Rd., East Dist Hsin Chu City Taiwan Agenda: To consider ratification of 2021 Annual Business Report and financial statements; to consider ratification of the proposal for the distribution of 2021 earnings; to consider proposal of release the directors from participation in competitive business; to consider the amendments to the regulations governing the acquisition and disposal of assets.Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS NT$0.30 (vs NT$0.42 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.14b (up 3.9% from 3Q 2020). Net income: NT$34.6m (up NT$82.7m from 3Q 2020). Profit margin: 3.0% (up from net loss in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 127 percentage points per year, which is a significant difference in performance.Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS NT$0.11 (vs NT$0.32 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$1.10b (up 3.4% from 2Q 2020). Net income: NT$12.7m (up NT$48.6m from 2Q 2020). Profit margin: 1.2% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 25First quarter 2021 earnings released: NT$0.28 loss per share (vs NT$0.75 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: NT$1.03b (up 48% from 1Q 2020). Net loss: NT$32.5m (loss narrowed 62% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.分析記事 • Apr 12Is Young Optics (TPE:3504) Using Debt Sensibly?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Feb 20New 90-day high: NT$65.70The company is up 12% from its price of NT$58.80 on 20 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 24% over the same period.分析記事 • Feb 17Young Optics (TPE:3504) Shareholders Have Enjoyed A 58% Share Price GainWhen you buy and hold a stock for the long term, you definitely want it to provide a positive return. Better yet, you'd...お知らせ • Feb 10Young Optics Inc., Annual General Meeting, Jun 08, 2021Young Optics Inc., Annual General Meeting, Jun 08, 2021. Location: Room 202, No.2, Zhanye 1st Rd., East Dist Hsinchu City Taiwan Agenda: To discuss 2020 annual business report; to discuss 2020 audit committee's report; to consider ratification of 2020 annual business report and financial statements; to consider ratification of the proposal for the distribution of 2020 earnings; and to permit the newly-elected directors with competition conducts; to elect directors; and to discuss other matters, if any.Reported Earnings • Feb 09Full year 2020 earnings released: NT$2.07 loss per share (vs NT$0.04 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: NT$3.91b (down 19% from FY 2019). Net loss: NT$235.6m (down NT$240.1m from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.分析記事 • Dec 26Is Young Optics (TPE:3504) Weighed On By Its Debt Load?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Is New 90 Day High Low • Nov 02New 90-day low: NT$50.90The company is down 19% from its price of NT$63.10 on 04 August 2020. The Taiwanese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 4.0% over the same period.Reported Earnings • Oct 27Third quarter earnings releasedOver the last 12 months the company has reported total losses of NT$216.4m, with earnings decreasing by NT$274.2m from the prior year. Total revenue was NT$4.03b over the last 12 months, down 20% from the prior year.Is New 90 Day High Low • Oct 13New 90-day low: NT$54.30The company is down 18% from its price of NT$66.60 on 15 July 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 4.0% over the same period.Is New 90 Day High Low • Sep 26New 90-day low: NT$54.50The company is down 17% from its price of NT$65.90 on 24 June 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 5.0% over the same period.株主還元3504TW ElectronicTW 市場7D7.8%0.5%-1.2%1Y69.3%186.8%90.3%株主還元を見る業界別リターン: 3504過去 1 年間で186.8 % の収益を上げたTW Electronic業界を下回りました。リターン対市場: 3504は、過去 1 年間で90.3 % のリターンを上げたTW市場を下回りました。価格変動Is 3504's price volatile compared to industry and market?3504 volatility3504 Average Weekly Movement9.2%Electronic Industry Average Movement8.5%Market Average Movement6.2%10% most volatile stocks in TW Market12.3%10% least volatile stocks in TW Market2.5%安定した株価: 3504 、 TW市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 3504の 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2002n/aCynthia Changwww.youngoptics.comヤングオプティクス株式会社は台湾で光学部品、光学エンジン、光学モジュールの研究、設計、製造、販売を行っている。プラスチック射出成形金型および関連部品、金属バレル、スペーサー、リテーナー、カムリング、フランジ製品などの機械加工部品、プラスチックレンズ、ガラス成形レンズ、ガラス研磨レンズ、カラーホイール、ガラスライトトンネル、反射プリズム、カラーフィルター、Xプレート、ミラー、UVIRおよび導波路製品などの部品を提供；DLP評価モジュール、DLP LEDおよびUVエンジン、マシンビジョン、プロジェクション、ADAS、ライダー、内視鏡、固定焦点、可変焦点、マスクレスリソグラフィーUVレンズ、ロゴおよびスマートヘッドランプ、単眼HMD製品。また、デジタルプロジェクションテレビ及び関連モジュール、固体光源、デジタルプロジェクションゲーム機、精密オンライン測定器及び組立調整装置、各種画像光学部品及び製品の設計・開発・製造・販売、液晶テレビ、プラズマテレビ、光学式リアプロジェクションサブテレビ、テレビ、フラットパネル及び光学式ハイビジョンテレビの研究開発・製造・保守を行っている。また、光学部品の卸売、輸出入、貿易も行っている。同社は2002年に設立され、台湾の新竹市に本社を置いている。もっと見るYoung Optics Inc. 基礎のまとめYoung Optics の収益と売上を時価総額と比較するとどうか。3504 基礎統計学時価総額NT$9.79b収益（TTM）-NT$8.01m売上高(TTM)NT$2.72b3.5xP/Sレシオ-1,187xPER（株価収益率3504 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計3504 損益計算書（TTM）収益NT$2.72b売上原価NT$2.23b売上総利益NT$488.95mその他の費用NT$496.96m収益-NT$8.01m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-0.07グロス・マージン17.95%純利益率-0.29%有利子負債／自己資本比率9.2%3504 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 09:33終値2026/05/22 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Young Optics 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。1 アナリスト機関null Research DepartmentSinoPac Securities Investment Service
Reported Earnings • Apr 26First quarter 2026 earnings released: EPS: NT$0.05 (vs NT$0.04 in 1Q 2025)First quarter 2026 results: EPS: NT$0.05 (up from NT$0.04 in 1Q 2025). Revenue: NT$685.0m (up 5.4% from 1Q 2025). Net income: NT$5.98m (up 30% from 1Q 2025). Profit margin: 0.9% (up from 0.7% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
New Risk • Apr 14New 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 8.5% 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 8.5% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.5% average weekly change).
Buy Or Sell Opportunity • Apr 14Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to NT$60.80. The fair value is estimated to be NT$48.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Mar 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to NT$59.30. The fair value is estimated to be NT$49.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Feb 24Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to NT$60.70. The fair value is estimated to be NT$48.40, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Feb 09Young Optics Inc., Annual General Meeting, Jun 09, 2026Young Optics Inc., Annual General Meeting, Jun 09, 2026. Location: no,2, chan yeh 1st rd., hsinchu science park, hsinchu city Taiwan
Reported Earnings • Apr 26First quarter 2026 earnings released: EPS: NT$0.05 (vs NT$0.04 in 1Q 2025)First quarter 2026 results: EPS: NT$0.05 (up from NT$0.04 in 1Q 2025). Revenue: NT$685.0m (up 5.4% from 1Q 2025). Net income: NT$5.98m (up 30% from 1Q 2025). Profit margin: 0.9% (up from 0.7% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
New Risk • Apr 14New 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 8.5% 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 8.5% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.5% average weekly change).
Buy Or Sell Opportunity • Apr 14Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to NT$60.80. The fair value is estimated to be NT$48.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Mar 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to NT$59.30. The fair value is estimated to be NT$49.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Feb 24Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to NT$60.70. The fair value is estimated to be NT$48.40, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Feb 09Young Optics Inc., Annual General Meeting, Jun 09, 2026Young Optics Inc., Annual General Meeting, Jun 09, 2026. Location: no,2, chan yeh 1st rd., hsinchu science park, hsinchu city Taiwan
Reported Earnings • Feb 07Full year 2025 earnings released: NT$0.08 loss per share (vs NT$2.17 loss in FY 2024)Full year 2025 results: NT$0.08 loss per share (improved from NT$2.17 loss in FY 2024). Revenue: NT$2.69b (up 4.5% from FY 2024). Net loss: NT$9.39m (loss narrowed 96% from FY 2024). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Reported Earnings • Oct 24Third quarter 2025 earnings released: NT$0.09 loss per share (vs NT$0.072 loss in 3Q 2024)Third quarter 2025 results: NT$0.09 loss per share (further deteriorated from NT$0.072 loss in 3Q 2024). Revenue: NT$647.2m (down 6.8% from 3Q 2024). Net loss: NT$10.1m (loss widened 23% from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 7% per year.
New Risk • May 13New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 31% per year over the past 5 years. Minor Risk Latest financial reports are more than 6 months old (reported September 2024 fiscal period end).
お知らせ • Apr 18Young Optics Inc. to Report Q1, 2025 Results on Apr 25, 2025Young Optics Inc. announced that they will report Q1, 2025 results on Apr 25, 2025
分析記事 • Feb 18Young Optics Inc.'s (TWSE:3504) 25% Share Price Surge Not Quite Adding UpDespite an already strong run, Young Optics Inc. ( TWSE:3504 ) shares have been powering on, with a gain of 25% in the...
お知らせ • Feb 17Young Optics Inc., Annual General Meeting, Jun 17, 2025Young Optics Inc., Annual General Meeting, Jun 17, 2025. Location: no,2, chan yeh 1st rd., hsinchu science park, hsinchu city Taiwan
分析記事 • Feb 11Is Young Optics (TWSE:3504) Using Debt In A Risky Way?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Feb 07Young Optics Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025Young Optics Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025
New Risk • Jan 06New 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 6.2% 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 31% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.2% average weekly change).
分析記事 • Dec 25Getting In Cheap On Young Optics Inc. (TWSE:3504) Is UnlikelyWhen you see that almost half of the companies in the Electronic industry in Taiwan have price-to-sales ratios (or...
Reported Earnings • Oct 29Third quarter 2024 earnings released: NT$0.07 loss per share (vs NT$0.59 loss in 3Q 2023)Third quarter 2024 results: NT$0.07 loss per share (improved from NT$0.59 loss in 3Q 2023). Revenue: NT$694.3m (down 7.0% from 3Q 2023). Net loss: NT$8.23m (loss narrowed 88% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 18Young Optics Inc. to Report Nine Months, 2024 Results on Oct 25, 2024Young Optics Inc. announced that they will report nine months, 2024 results on Oct 25, 2024
Reported Earnings • Jul 27Second quarter 2024 earnings released: NT$0.51 loss per share (vs NT$0.59 loss in 2Q 2023)Second quarter 2024 results: NT$0.51 loss per share (improved from NT$0.59 loss in 2Q 2023). Revenue: NT$637.6m (down 22% from 2Q 2023). Net loss: NT$58.0m (loss narrowed 14% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 18Young Optics Inc. to Report Q2, 2024 Results on Jul 25, 2024Young Optics Inc. announced that they will report Q2, 2024 results on Jul 25, 2024
分析記事 • Jun 26Is Young Optics (TWSE:3504) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Board Change • Jun 26Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Chin-Do Lai was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 20Young Optics Inc. Announces Election of Board of DirectorsYoung Optics Inc. announced of the election of board of directors in 2024 annual meeting of shareholders. .Title and name of the previous position holder: Director: Coretronic Corp. legal representative Sarah Lin; Director: Coretronic Corp. legal representative Sara Lin; Director: Coretronic Corp. legal representative Ken Wang; Director: Jyh-Horng Shyu; Independent Director: Hsiang-Hsun Wu; Independent Director: Wan-Ting Yuan; Independent Director: Chih-Hun Huang. Resume of the previous position holder: Director: Coretronic Corp. legal representative Sarah Lin, President,Coretronic Corporation; Director: Coretronic Corp. legal representative Sara Lin, Executive Vice president,Coretronic Corporation; Director: Coretronic Corp. legal representative Ken Wang, Vice president,Coretronic Corporation; Director: Jyh-Horng Shyu, President,Young Optics Inc. Independent; Director: Hsiang-Hsun Wu, Independent director of Young Optics Inc. Independent; Director: Wan-Ting Yuan, Chairman, Aces Electronics Co. Ltd. Independent; Director: Chih-Hun Huang, Chairman and Financial Manager,Habitz Medtech Co. Ltd. Title and name of the new position holder: Director: Coretronic Corp. legal representative Sarah Lin; Director: Coretronic Corp. legal representative Ken Wang; Director: Coretronic Corp. legal representative Miranda Wang; Director: Ker-Jev Huang Independent Director: Hsiang-Hsun Wu Independent; Director: Wan-Ting Yuan Independent; Director: Chin-Do Lai. Resume of the new position holder: Director: Coretronic Corp. legal representative Sarah Lin, President,Coretronic Corporation; Director: Coretronic Corp. legal representative Ken Wang, Vice president,Coretronic Corporation; Director: Coretronic Corp. legal representative Miranda Wang, Vice president,Coretronic Corporation; Director: Ker-Jev Huang, Team Leader of Materials and Electro-Optics, National Chung Shan Institute of Science and Technology Independent; Director: Hsiang-Hsun Wu, Independent director of Young Optics Inc. Independent; Director: Wan-Ting Yuan, Chairman,Aces Electronics Co. Ltd. Independent; Director: Chin-Do Lai, CEO, GranDen Corp. Effective date of the new appointment from June 19, 2024.
お知らせ • Apr 20Young Optics Inc. to Report Q1, 2024 Results on Apr 25, 2024Young Optics Inc. announced that they will report Q1, 2024 results on Apr 25, 2024
Reported Earnings • Feb 27Full year 2023 earnings released: NT$2.52 loss per share (vs NT$0.57 profit in FY 2022)Full year 2023 results: NT$2.52 loss per share (down from NT$0.57 profit in FY 2022). Revenue: NT$3.01b (down 36% from FY 2022). Net loss: NT$287.3m (down NT$352.0m from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Feb 24Young Optics Inc., Annual General Meeting, Jun 19, 2024Young Optics Inc., Annual General Meeting, Jun 19, 2024. Location: Room 202, No.2, Zhanye 1st Rd., East Dist., Hsinchu City 300, Taiwan, R.o.c. Taiwan Agenda: To consider 2023 Annual Business Report; to consider 2023 Audit Committee's Report; to consider ratification of 2023 Annual Business Report and financial statements; to consider ratification of the proposal for the 2023 loss off-setting; to consider Proposal to permit the newly-elected Directors with competition conducts; and to consider other matters.
Reported Earnings • Nov 02Third quarter 2023 earnings released: NT$0.59 loss per share (vs NT$0.57 profit in 3Q 2022)Third quarter 2023 results: NT$0.59 loss per share (down from NT$0.57 profit in 3Q 2022). Revenue: NT$746.6m (down 44% from 3Q 2022). Net loss: NT$67.5m (down 204% from profit in 3Q 2022). 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 • Jul 30Young Optics Inc. (TWSE:3504) agreed to acquire remaining 7.5% stake in Rays Optics Inc.Young Optics Inc. (TWSE:3504) agreed to acquire remaining 7.5% stake in Rays Optics Inc. on July 28, 2023. The consideration is based on TWD 13.57 per share of Rays Optics and will be funded from existing cash reserves. The transaction is expected to close on September 8, 2023. Chen-Ye United Accounting Firm acted as accountant to Young Optics.
Reported Earnings • Jul 29Second quarter 2023 earnings released: NT$0.59 loss per share (vs NT$0.43 profit in 2Q 2022)Second quarter 2023 results: NT$0.59 loss per share (down from NT$0.43 profit in 2Q 2022). Revenue: NT$817.1m (down 35% from 2Q 2022). Net loss: NT$67.2m (down 238% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 25First quarter 2023 earnings released: NT$0.75 loss per share (vs NT$0.19 profit in 1Q 2022)First quarter 2023 results: NT$0.75 loss per share (down from NT$0.19 profit in 1Q 2022). Revenue: NT$729.6m (down 39% from 1Q 2022). Net loss: NT$85.6m (down 494% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hsiang-Hsun Wu is the most experienced director on the board, commencing their role in 2015. Independent Director Chih-Hun Huang was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$83.60, the stock trades at a trailing P/E ratio of 64.8x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 7.9% over the past three years.
お知らせ • Oct 29Young Optics Inc. Announces Appointment of Cynthia Chang as Corporate Governance OfficerYoung Optics Inc. announced appointment of Cynthia Chang as Corporate Governance Officer. Name, title, and resume of the new position holder: Cynthia Chang, CFO of Young Optics Inc. Reason for the change: New replacement. Effective date is October 28, 2022.
Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: NT$0.57 (vs NT$0.30 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.57 (up from NT$0.30 in 3Q 2021). Revenue: NT$1.34b (up 17% from 3Q 2021). Net income: NT$65.1m (up 88% from 3Q 2021). Profit margin: 4.9% (up from 3.0% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$74.30, the stock trades at a trailing P/E ratio of 72.6x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total loss to shareholders of 9.1% over the past three years.
Reported Earnings • Jul 26Second quarter 2022 earnings released: EPS: NT$0.43 (vs NT$0.11 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.43 (up from NT$0.11 in 2Q 2021). Revenue: NT$1.26b (up 15% from 2Q 2021). Net income: NT$48.8m (up 284% from 2Q 2021). Profit margin: 3.9% (up from 1.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 1% per year.
お知らせ • Jul 13Young Optics Inc. to Report Q2, 2022 Results on Jul 25, 2022Young Optics Inc. announced that they will report Q2, 2022 results on Jul 25, 2022
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: NT$0.19 (vs NT$0.28 loss in 1Q 2021)First quarter 2022 results: EPS: NT$0.19 (up from NT$0.28 loss in 1Q 2021). Revenue: NT$1.20b (up 16% from 1Q 2021). Net income: NT$21.7m (up NT$54.2m from 1Q 2021). Profit margin: 1.8% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hsiang-Hsun Wu is the most experienced director on the board, commencing their role in 2015. Independent Director Chih-Hun Huang was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Feb 14Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: NT$0.23 (up from NT$2.07 loss in FY 2020). Revenue: NT$4.56b (up 17% from FY 2020). Net income: NT$26.4m (up NT$261.9m from FY 2020). Profit margin: 0.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 3.1%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 12Young Optics Inc., Annual General Meeting, Jun 17, 2022Young Optics Inc., Annual General Meeting, Jun 17, 2022. Location: Room 202, No.2, Zhanye 1st Rd., East Dist Hsin Chu City Taiwan Agenda: To consider ratification of 2021 Annual Business Report and financial statements; to consider ratification of the proposal for the distribution of 2021 earnings; to consider proposal of release the directors from participation in competitive business; to consider the amendments to the regulations governing the acquisition and disposal of assets.
Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS NT$0.30 (vs NT$0.42 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.14b (up 3.9% from 3Q 2020). Net income: NT$34.6m (up NT$82.7m from 3Q 2020). Profit margin: 3.0% (up from net loss in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 127 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS NT$0.11 (vs NT$0.32 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$1.10b (up 3.4% from 2Q 2020). Net income: NT$12.7m (up NT$48.6m from 2Q 2020). Profit margin: 1.2% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 25First quarter 2021 earnings released: NT$0.28 loss per share (vs NT$0.75 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: NT$1.03b (up 48% from 1Q 2020). Net loss: NT$32.5m (loss narrowed 62% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.
分析記事 • Apr 12Is Young Optics (TPE:3504) Using Debt Sensibly?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Feb 20New 90-day high: NT$65.70The company is up 12% from its price of NT$58.80 on 20 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 24% over the same period.
分析記事 • Feb 17Young Optics (TPE:3504) Shareholders Have Enjoyed A 58% Share Price GainWhen you buy and hold a stock for the long term, you definitely want it to provide a positive return. Better yet, you'd...
お知らせ • Feb 10Young Optics Inc., Annual General Meeting, Jun 08, 2021Young Optics Inc., Annual General Meeting, Jun 08, 2021. Location: Room 202, No.2, Zhanye 1st Rd., East Dist Hsinchu City Taiwan Agenda: To discuss 2020 annual business report; to discuss 2020 audit committee's report; to consider ratification of 2020 annual business report and financial statements; to consider ratification of the proposal for the distribution of 2020 earnings; and to permit the newly-elected directors with competition conducts; to elect directors; and to discuss other matters, if any.
Reported Earnings • Feb 09Full year 2020 earnings released: NT$2.07 loss per share (vs NT$0.04 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: NT$3.91b (down 19% from FY 2019). Net loss: NT$235.6m (down NT$240.1m from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
分析記事 • Dec 26Is Young Optics (TPE:3504) Weighed On By Its Debt Load?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Is New 90 Day High Low • Nov 02New 90-day low: NT$50.90The company is down 19% from its price of NT$63.10 on 04 August 2020. The Taiwanese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 4.0% over the same period.
Reported Earnings • Oct 27Third quarter earnings releasedOver the last 12 months the company has reported total losses of NT$216.4m, with earnings decreasing by NT$274.2m from the prior year. Total revenue was NT$4.03b over the last 12 months, down 20% from the prior year.
Is New 90 Day High Low • Oct 13New 90-day low: NT$54.30The company is down 18% from its price of NT$66.60 on 15 July 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 4.0% over the same period.
Is New 90 Day High Low • Sep 26New 90-day low: NT$54.50The company is down 17% from its price of NT$65.90 on 24 June 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 5.0% over the same period.
