View ValuationYoung Fast Optoelectronics 将来の成長Future 基準チェック /06現在、 Young Fast Optoelectronicsの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Electronic 収益成長31.7%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報Major Estimate Revision • Sep 24Consensus EPS estimates increase by 19%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from NT$3.93 to NT$4.66. Revenue forecast steady at NT$1.64b. Net income forecast to shrink 0.5% next year vs 20% growth forecast for Electronic industry in Taiwan . Consensus price target of NT$71.00 unchanged from last update. Share price rose 26% to NT$73.10 over the past week.Major Estimate Revision • Jan 11Consensus EPS estimates increase by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from NT$1.53b to NT$1.64b. EPS estimate increased from NT$2.68 to NT$3.46 per share. Net income forecast to grow 21% next year vs 24% growth forecast for Electronic industry in Taiwan. Consensus price target up from NT$51.00 to NT$55.00. Share price rose 16% to NT$49.80 over the past week.すべての更新を表示Recent updatesReported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$6.09 (vs NT$4.76 in FY 2024)Full year 2025 results: EPS: NT$6.09 (up from NT$4.76 in FY 2024). Revenue: NT$1.73b (up 9.4% from FY 2024). Net income: NT$921.6m (up 28% from FY 2024). Profit margin: 53% (up from 46% in FY 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 28% per year.お知らせ • Mar 05Young Fast Optoelectronics Co., Ltd., Annual General Meeting, May 25, 2026Young Fast Optoelectronics Co., Ltd., Annual General Meeting, May 25, 2026. Location: no,32, ching chien 5th rd., guanyin district, taoyuan city TaiwanReported Earnings • Nov 12Third quarter 2025 earnings released: EPS: NT$2.80 (vs NT$2.03 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.80 (up from NT$2.03 in 3Q 2024). Revenue: NT$484.5m (flat on 3Q 2024). Net income: NT$424.1m (up 38% from 3Q 2024). Profit margin: 88% (up from 63% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$63.10, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 156% over the past three years.Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: NT$0.75 (vs NT$0.94 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.75 (down from NT$0.94 in 2Q 2024). Revenue: NT$436.2m (down 7.6% from 2Q 2024). Net income: NT$113.1m (down 21% from 2Q 2024). Profit margin: 26% (down from 30% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 25% per year.Declared Dividend • Aug 13Dividend of NT$3.00 announcedShareholders will receive a dividend of NT$3.00. Ex-date: 26th August 2025 Payment date: 19th September 2025 Dividend yield will be 5.3%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (60% earnings payout ratio) but not covered by cash flows (113% cash payout ratio). The dividend has increased by an average of 32% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 39% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 24Young Fast Optoelectronics Co., Ltd. Appoints Chihyung Chin as Independent DirectorYoung Fast Optoelectronics Co., Ltd. at the AGM held on May 23, 2025, the shareholders approved the appointment of Chihyung Chin as Independent director.Reported Earnings • May 14First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$1.34 (up from NT$1.07 in 1Q 2024). Revenue: NT$374.0m (up 11% from 1Q 2024). Net income: NT$202.9m (up 26% from 1Q 2024). Profit margin: 54% (up from 48% in 1Q 2024). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 37%. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • May 01Young Fast Optoelectronics Co., Ltd. to Report Q1, 2025 Results on May 09, 2025Young Fast Optoelectronics Co., Ltd. announced that they will report Q1, 2025 results on May 09, 2025お知らせ • Apr 09Young Fast Optoelectronics Co., Ltd. Appoints Chihyung Chin as Member of Remuneration Committee, Effective April 8, 2025Young Fast Optoelectronics Co., Ltd. appointed Chihyung Chin as member of remuneration committee, effective April 8, 2025. Resume of the new position holder: Director of Leading Change International CPA Firm.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$44.65, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 67% over the past three years.お知らせ • Mar 03Young Fast Optoelectronics Co., Ltd., Annual General Meeting, May 23, 2025Young Fast Optoelectronics Co., Ltd., Annual General Meeting, May 23, 2025, at 09:00 Taipei Standard Time. Location: no,32, ching chien 5th rd., guanyin district, taoyuan city Taiwanお知らせ • Feb 20Young Fast Optoelectronics Co., Ltd. to Report Fiscal Year 2024 Results on Feb 27, 2025Young Fast Optoelectronics Co., Ltd. announced that they will report fiscal year 2024 results on Feb 27, 2025お知らせ • Dec 26Young Fast Optoelectronics Co., Ltd. Announces Resignation of Fengyu Ho as member of Sustainable Development CommitteeYoung Fast Optoelectronics Co., Ltd. announced the resignation of Fengyu Ho as Sustainable Development Committee member. Date of occurrence of the change: December 25, 2024. Resume of the previous position holder: Director of the company and Vice President. Reason for the change: job assignment.New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (7.1% average weekly change).分析記事 • Dec 10Returns At Young Fast Optoelectronics (TWSE:3622) Are On The Way UpIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...分析記事 • Nov 18Investors Shouldn't Be Too Comfortable With Young Fast Optoelectronics' (TWSE:3622) EarningsDespite posting some strong earnings, the market for Young Fast Optoelectronics Co., Ltd.'s ( TWSE:3622 ) stock hasn't...Reported Earnings • Nov 09Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: NT$2.02 (up from NT$1.84 in 3Q 2023). Revenue: NT$486.0m (down 7.0% from 3Q 2023). Net income: NT$306.6m (up 9.8% from 3Q 2023). Profit margin: 63% (up from 53% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) exceeded analyst estimates by 5.8%. Revenue is forecast to stay flat during the next 2 years compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 30Young Fast Optoelectronics Co., Ltd. to Report Q3, 2024 Results on Nov 06, 2024Young Fast Optoelectronics Co., Ltd. announced that they will report Q3, 2024 results on Nov 06, 2024Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$73.10, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 185% over the past three years.Major Estimate Revision • Sep 24Consensus EPS estimates increase by 19%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from NT$3.93 to NT$4.66. Revenue forecast steady at NT$1.64b. Net income forecast to shrink 0.5% next year vs 20% growth forecast for Electronic industry in Taiwan . Consensus price target of NT$71.00 unchanged from last update. Share price rose 26% to NT$73.10 over the past week.Declared Dividend • Aug 14Dividend increased to NT$2.00Dividend of NT$2.00 is 33% higher than last year. Ex-date: 28th August 2024 Payment date: 20th September 2024 Dividend yield will be 3.4%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (41% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 48% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 13Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: NT$0.94 (up from NT$0.51 in 2Q 2023). Revenue: NT$472.2m (up 21% from 2Q 2023). Net income: NT$142.6m (up 84% from 2Q 2023). Profit margin: 30% (up from 20% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.8%. Earnings per share (EPS) also surpassed analyst estimates by 8.0%. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$53.00, the stock trades at a trailing P/E ratio of 12x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 100% over the past three years.分析記事 • Aug 06Young Fast Optoelectronics Co., Ltd. (TWSE:3622) Stock's 29% Dive Might Signal An Opportunity But It Requires Some ScrutinyYoung Fast Optoelectronics Co., Ltd. ( TWSE:3622 ) shareholders won't be pleased to see that the share price has had a...お知らせ • Aug 01Young Fast Optoelectronics Co., Ltd. to Report Q2, 2024 Results on Aug 08, 2024Young Fast Optoelectronics Co., Ltd. announced that they will report Q2, 2024 results at 9:00 AM, Taipei Standard Time on Aug 08, 2024Buy Or Sell Opportunity • Jul 01Now 28% undervaluedOver the last 90 days, the stock has risen 6.1% to NT$72.80. The fair value is estimated to be NT$101, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 38%.Buy Or Sell Opportunity • Jun 19Now 21% undervaluedOver the last 90 days, the stock has risen 32% to NT$79.30. The fair value is estimated to be NT$101, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 38%.New Risk • Jun 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.5% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$69.90, the stock trades at a trailing P/E ratio of 15.8x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 145% over the past three years.分析記事 • Jun 11It's A Story Of Risk Vs Reward With Young Fast Optoelectronics Co., Ltd. (TWSE:3622)With a price-to-earnings (or "P/E") ratio of 15.3x Young Fast Optoelectronics Co., Ltd. ( TWSE:3622 ) may be sending...New Risk • Jun 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change). Large one-off items impacting financial results.Reported Earnings • May 12First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: NT$1.07 (up from NT$0.40 in 1Q 2023). Revenue: NT$337.1m (up 12% from 1Q 2023). Net income: NT$161.2m (up 170% from 1Q 2023). Profit margin: 48% (up from 20% in 1Q 2023). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 66%. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • May 02Young Fast Optoelectronics Co., Ltd. to Report Q1, 2024 Results on May 08, 2024Young Fast Optoelectronics Co., Ltd. announced that they will report Q1, 2024 results on May 08, 2024Reported Earnings • Mar 05Full year 2023 earnings released: EPS: NT$3.75 (vs NT$2.75 in FY 2022)Full year 2023 results: EPS: NT$3.75 (up from NT$2.75 in FY 2022). Revenue: NT$1.64b (up 6.0% from FY 2022). Net income: NT$567.5m (up 36% from FY 2022). Profit margin: 35% (up from 27% in FY 2022). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 28Young Fast Optoelectronics Co., Ltd., Annual General Meeting, May 27, 2024Young Fast Optoelectronics Co., Ltd., Annual General Meeting, May 27, 2024. Location: No. 32, Jingjian 5th Rd.,Guanyin Dist., Taoyuan City Taoyuan City Taiwan Agenda: To approve the 2023 Business Report; To approve the 2023 Audit Committees Review Report; The employees profit share and directors compensation of 2023; The directors remuneration of the Company for 2023.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$66.50, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 143% over the past three years.New Risk • Jan 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.2% average weekly change). Minor Risk Dividend is not well covered by cash flows (111% cash payout ratio).Major Estimate Revision • Jan 11Consensus EPS estimates increase by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from NT$1.53b to NT$1.64b. EPS estimate increased from NT$2.68 to NT$3.46 per share. Net income forecast to grow 21% next year vs 24% growth forecast for Electronic industry in Taiwan. Consensus price target up from NT$51.00 to NT$55.00. Share price rose 16% to NT$49.80 over the past week.Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$47.75, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 58% over the past three years.New Risk • Oct 07New 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 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.9% average weekly change).Upcoming Dividend • Sep 01Upcoming dividend of NT$1.50 per share at 3.3% yieldEligible shareholders must have bought the stock before 08 September 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (4.2%).Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$39.90, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 101% over the past three years.Reported Earnings • Aug 13Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: NT$0.51 (down from NT$0.68 in 2Q 2022). Revenue: NT$391.1m (down 24% from 2Q 2022). Net income: NT$77.4m (down 24% from 2Q 2022). Profit margin: 20% (in line with 2Q 2022). Revenue exceeded analyst estimates by 6.9%. Earnings per share (EPS) missed analyst estimates by 14%. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 06Full year 2022 earnings released: EPS: NT$2.75 (vs NT$1.44 in FY 2021)Full year 2022 results: EPS: NT$2.75 (up from NT$1.44 in FY 2021). Revenue: NT$1.55b (up 6.6% from FY 2021). Net income: NT$416.1m (up 91% from FY 2021). Profit margin: 27% (up from 15% in FY 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Wenxiu Zhang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Aug 30Upcoming dividend of NT$1.20 per shareEligible shareholders must have bought the stock before 06 September 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 57% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of Taiwanese dividend payers (6.5%). Lower than average of industry peers (4.5%).Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.67 (vs NT$0.10 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.67 (up from NT$0.10 in 2Q 2021). Revenue: NT$513.8m (up 61% from 2Q 2021). Net income: NT$102.1m (up NT$86.6m from 2Q 2021). Profit margin: 20% (up from 4.9% 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 30% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to NT$27.45, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 75% over the past three years.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. No independent directors (9 non-independent directors). Director Chen Hui was the last director to join the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Mar 17Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: NT$1.44 (up from NT$1.26 in FY 2020). Revenue: NT$1.45b (up 56% from FY 2020). Net income: NT$217.5m (up 14% from FY 2020). Profit margin: 15% (down from 21% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 29%. Earnings per share (EPS) also surpassed analyst estimates. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$1.00 (vs NT$0.95 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: NT$422.8m (up 55% from 3Q 2020). Net income: NT$150.9m (up 4.4% from 3Q 2020). Profit margin: 36% (down from 53% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year and the company’s share price has also increased by 23% per year.Upcoming Dividend • Aug 26Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 29 September 2021. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (5.2%). In line with average of industry peers (3.2%).Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS NT$0.095 (vs NT$0.13 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$319.5m (up 34% from 2Q 2020). Net income: NT$15.5m (down 23% from 2Q 2020). Profit margin: 4.9% (down from 8.5% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 16First quarter 2021 earnings released: EPS NT$0.19 (vs NT$0.048 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$337.2m (up 189% from 1Q 2020). Net income: NT$28.2m (up NT$35.4m from 1Q 2020). Profit margin: 8.4% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$36.00, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 130% over the past three years.Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$43.20, the stock trades at a trailing P/E ratio of 34.2x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total returns to shareholders of 177% over the past three years.Reported Earnings • Mar 25Full year 2020 earnings released: EPS NT$1.26 (vs NT$0.93 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$926.5m (up 1.5% from FY 2019). Net income: NT$191.1m (up 36% from FY 2019). Profit margin: 21% (up from 15% in FY 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 18Are Young Fast Optoelectronics Co., Ltd.'s (TPE:3622) Fundamentals Good Enough to Warrant Buying Given The Stock's Recent Weakness?It is hard to get excited after looking at Young Fast Optoelectronics' (TPE:3622) recent performance, when its stock...分析記事 • Jan 31These 4 Measures Indicate That Young Fast Optoelectronics (TPE:3622) Is Using Debt SafelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Jan 12Young Fast Optoelectronics (TPE:3622) Has Gifted Shareholders With A Fantastic 253% Total Return On Their InvestmentWhen you buy a stock there is always a possibility that it could drop 100%. But on the bright side, if you buy shares...Is New 90 Day High Low • Jan 07New 90-day high: NT$38.50The company is up 75% from its price of NT$22.00 on 08 October 2020. The Taiwanese market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 20% over the same period.分析記事 • Dec 25Returns On Capital - An Important Metric For Young Fast Optoelectronics (TPE:3622)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$33.80, the stock is trading at a trailing P/E ratio of 27.8x, up from the previous P/E ratio of 23.7x. This compares to an average P/E of 17x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 108%.分析記事 • Dec 07Should You Rely On Young Fast Optoelectronics's (TPE:3622) Earnings Growth?Broadly speaking, profitable businesses are less risky than unprofitable ones. That said, the current statutory profit...分析記事 • Nov 19Young Fast Optoelectronics Co., Ltd.'s (TPE:3622) Stock Has Seen Strong Momentum: Does That Call For Deeper Study Of Its Financial Prospects?Most readers would already be aware that Young Fast Optoelectronics' (TPE:3622) stock increased significantly by 41...Is New 90 Day High Low • Nov 18New 90-day high: NT$26.95The company is up 22% from its price of NT$22.10 on 20 August 2020. The Taiwanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is flat over the same period.Valuation Update With 7 Day Price Move • Nov 17Market bids up stock over the past weekAfter last week's 15% share price gain to NT$24.50, the stock is trading at a trailing P/E ratio of 20.3x, up from the previous P/E ratio of 17.7x. This compares to an average P/E of 16x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 52%.Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$0.96The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$272.1m (up 4.5% from 3Q 2019). Net income: NT$144.5m (up 19% from 3Q 2019). Profit margin: 53% (up from 47% in 3Q 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Oct 30New 90-day low: NT$20.60The company is down 13% from its price of NT$23.60 on 31 July 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 3.0% over the same period.業績と収益の成長予測TWSE:3622 - アナリストの将来予測と過去の財務データ ( )TWD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20251,726922289313N/A9/30/20251,577850179230N/A6/30/20251,578733216270N/A3/31/20251,614762403462N/A12/31/20241,577720567638N/A9/30/20241,720762663732N/A6/30/20241,757734570660N/A3/31/20241,676669478566N/A12/31/20231,639568282360N/A9/30/20231,529455204262N/A6/30/20231,347409360400N/A3/31/20231,470434376410N/A12/31/20221,546416409444N/A9/30/20221,600400358423N/A6/30/20221,68231881146N/A3/31/20221,48823181156N/A12/31/20211,449217-2059N/A9/30/20211,380228-761N/A6/30/20211,22922273142N/A3/31/20211,1472274399N/A12/31/202092619192140N/A9/30/20209461844876N/A6/30/20209341613155N/A3/31/2020892146-34-3N/A12/31/2019913141-1116N/A9/30/2019697104N/A12N/A6/30/2019693104N/A15N/A3/31/2019724147N/A35N/A12/31/2018739127N/A-29N/A9/30/2018827151N/A-58N/A6/30/201875777N/A14N/A3/31/201881047N/A-26N/A12/31/2017894-1N/A9N/A9/30/20171,00214N/A42N/A6/30/20171,200-76N/A-139N/A3/31/20171,258-120N/A-23N/A12/31/20161,456-100N/A-76N/A9/30/20161,579-1,827N/A-165N/A6/30/20161,591-1,866N/A20N/A3/31/20161,801-2,120N/A-137N/A12/31/20152,217-2,267N/A-35N/A9/30/20152,846-1,466N/A-98N/A6/30/20153,521-1,857N/A-229N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 3622の予測収益成長が 貯蓄率 ( 1.3% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 3622の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 3622の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 3622の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 3622の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 3622の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 06:56終値2026/05/07 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Young Fast Optoelectronics Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関Yingchao YangBarclaysVictor WangCLSAJessica ChangDeutsche Bank7 その他のアナリストを表示
Major Estimate Revision • Sep 24Consensus EPS estimates increase by 19%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from NT$3.93 to NT$4.66. Revenue forecast steady at NT$1.64b. Net income forecast to shrink 0.5% next year vs 20% growth forecast for Electronic industry in Taiwan . Consensus price target of NT$71.00 unchanged from last update. Share price rose 26% to NT$73.10 over the past week.
Major Estimate Revision • Jan 11Consensus EPS estimates increase by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from NT$1.53b to NT$1.64b. EPS estimate increased from NT$2.68 to NT$3.46 per share. Net income forecast to grow 21% next year vs 24% growth forecast for Electronic industry in Taiwan. Consensus price target up from NT$51.00 to NT$55.00. Share price rose 16% to NT$49.80 over the past week.
Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$6.09 (vs NT$4.76 in FY 2024)Full year 2025 results: EPS: NT$6.09 (up from NT$4.76 in FY 2024). Revenue: NT$1.73b (up 9.4% from FY 2024). Net income: NT$921.6m (up 28% from FY 2024). Profit margin: 53% (up from 46% in FY 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 28% per year.
お知らせ • Mar 05Young Fast Optoelectronics Co., Ltd., Annual General Meeting, May 25, 2026Young Fast Optoelectronics Co., Ltd., Annual General Meeting, May 25, 2026. Location: no,32, ching chien 5th rd., guanyin district, taoyuan city Taiwan
Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: NT$2.80 (vs NT$2.03 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.80 (up from NT$2.03 in 3Q 2024). Revenue: NT$484.5m (flat on 3Q 2024). Net income: NT$424.1m (up 38% from 3Q 2024). Profit margin: 88% (up from 63% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$63.10, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 156% over the past three years.
Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: NT$0.75 (vs NT$0.94 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.75 (down from NT$0.94 in 2Q 2024). Revenue: NT$436.2m (down 7.6% from 2Q 2024). Net income: NT$113.1m (down 21% from 2Q 2024). Profit margin: 26% (down from 30% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 25% per year.
Declared Dividend • Aug 13Dividend of NT$3.00 announcedShareholders will receive a dividend of NT$3.00. Ex-date: 26th August 2025 Payment date: 19th September 2025 Dividend yield will be 5.3%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (60% earnings payout ratio) but not covered by cash flows (113% cash payout ratio). The dividend has increased by an average of 32% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 39% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 24Young Fast Optoelectronics Co., Ltd. Appoints Chihyung Chin as Independent DirectorYoung Fast Optoelectronics Co., Ltd. at the AGM held on May 23, 2025, the shareholders approved the appointment of Chihyung Chin as Independent director.
Reported Earnings • May 14First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$1.34 (up from NT$1.07 in 1Q 2024). Revenue: NT$374.0m (up 11% from 1Q 2024). Net income: NT$202.9m (up 26% from 1Q 2024). Profit margin: 54% (up from 48% in 1Q 2024). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 37%. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • May 01Young Fast Optoelectronics Co., Ltd. to Report Q1, 2025 Results on May 09, 2025Young Fast Optoelectronics Co., Ltd. announced that they will report Q1, 2025 results on May 09, 2025
お知らせ • Apr 09Young Fast Optoelectronics Co., Ltd. Appoints Chihyung Chin as Member of Remuneration Committee, Effective April 8, 2025Young Fast Optoelectronics Co., Ltd. appointed Chihyung Chin as member of remuneration committee, effective April 8, 2025. Resume of the new position holder: Director of Leading Change International CPA Firm.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$44.65, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 67% over the past three years.
お知らせ • Mar 03Young Fast Optoelectronics Co., Ltd., Annual General Meeting, May 23, 2025Young Fast Optoelectronics Co., Ltd., Annual General Meeting, May 23, 2025, at 09:00 Taipei Standard Time. Location: no,32, ching chien 5th rd., guanyin district, taoyuan city Taiwan
お知らせ • Feb 20Young Fast Optoelectronics Co., Ltd. to Report Fiscal Year 2024 Results on Feb 27, 2025Young Fast Optoelectronics Co., Ltd. announced that they will report fiscal year 2024 results on Feb 27, 2025
お知らせ • Dec 26Young Fast Optoelectronics Co., Ltd. Announces Resignation of Fengyu Ho as member of Sustainable Development CommitteeYoung Fast Optoelectronics Co., Ltd. announced the resignation of Fengyu Ho as Sustainable Development Committee member. Date of occurrence of the change: December 25, 2024. Resume of the previous position holder: Director of the company and Vice President. Reason for the change: job assignment.
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (7.1% average weekly change).
分析記事 • Dec 10Returns At Young Fast Optoelectronics (TWSE:3622) Are On The Way UpIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
分析記事 • Nov 18Investors Shouldn't Be Too Comfortable With Young Fast Optoelectronics' (TWSE:3622) EarningsDespite posting some strong earnings, the market for Young Fast Optoelectronics Co., Ltd.'s ( TWSE:3622 ) stock hasn't...
Reported Earnings • Nov 09Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: NT$2.02 (up from NT$1.84 in 3Q 2023). Revenue: NT$486.0m (down 7.0% from 3Q 2023). Net income: NT$306.6m (up 9.8% from 3Q 2023). Profit margin: 63% (up from 53% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) exceeded analyst estimates by 5.8%. Revenue is forecast to stay flat during the next 2 years compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 30Young Fast Optoelectronics Co., Ltd. to Report Q3, 2024 Results on Nov 06, 2024Young Fast Optoelectronics Co., Ltd. announced that they will report Q3, 2024 results on Nov 06, 2024
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$73.10, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 185% over the past three years.
Major Estimate Revision • Sep 24Consensus EPS estimates increase by 19%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from NT$3.93 to NT$4.66. Revenue forecast steady at NT$1.64b. Net income forecast to shrink 0.5% next year vs 20% growth forecast for Electronic industry in Taiwan . Consensus price target of NT$71.00 unchanged from last update. Share price rose 26% to NT$73.10 over the past week.
Declared Dividend • Aug 14Dividend increased to NT$2.00Dividend of NT$2.00 is 33% higher than last year. Ex-date: 28th August 2024 Payment date: 20th September 2024 Dividend yield will be 3.4%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (41% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 48% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 13Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: NT$0.94 (up from NT$0.51 in 2Q 2023). Revenue: NT$472.2m (up 21% from 2Q 2023). Net income: NT$142.6m (up 84% from 2Q 2023). Profit margin: 30% (up from 20% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.8%. Earnings per share (EPS) also surpassed analyst estimates by 8.0%. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$53.00, the stock trades at a trailing P/E ratio of 12x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 100% over the past three years.
分析記事 • Aug 06Young Fast Optoelectronics Co., Ltd. (TWSE:3622) Stock's 29% Dive Might Signal An Opportunity But It Requires Some ScrutinyYoung Fast Optoelectronics Co., Ltd. ( TWSE:3622 ) shareholders won't be pleased to see that the share price has had a...
お知らせ • Aug 01Young Fast Optoelectronics Co., Ltd. to Report Q2, 2024 Results on Aug 08, 2024Young Fast Optoelectronics Co., Ltd. announced that they will report Q2, 2024 results at 9:00 AM, Taipei Standard Time on Aug 08, 2024
Buy Or Sell Opportunity • Jul 01Now 28% undervaluedOver the last 90 days, the stock has risen 6.1% to NT$72.80. The fair value is estimated to be NT$101, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 38%.
Buy Or Sell Opportunity • Jun 19Now 21% undervaluedOver the last 90 days, the stock has risen 32% to NT$79.30. The fair value is estimated to be NT$101, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 38%.
New Risk • Jun 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.5% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$69.90, the stock trades at a trailing P/E ratio of 15.8x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 145% over the past three years.
分析記事 • Jun 11It's A Story Of Risk Vs Reward With Young Fast Optoelectronics Co., Ltd. (TWSE:3622)With a price-to-earnings (or "P/E") ratio of 15.3x Young Fast Optoelectronics Co., Ltd. ( TWSE:3622 ) may be sending...
New Risk • Jun 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change). Large one-off items impacting financial results.
Reported Earnings • May 12First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: NT$1.07 (up from NT$0.40 in 1Q 2023). Revenue: NT$337.1m (up 12% from 1Q 2023). Net income: NT$161.2m (up 170% from 1Q 2023). Profit margin: 48% (up from 20% in 1Q 2023). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 66%. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • May 02Young Fast Optoelectronics Co., Ltd. to Report Q1, 2024 Results on May 08, 2024Young Fast Optoelectronics Co., Ltd. announced that they will report Q1, 2024 results on May 08, 2024
Reported Earnings • Mar 05Full year 2023 earnings released: EPS: NT$3.75 (vs NT$2.75 in FY 2022)Full year 2023 results: EPS: NT$3.75 (up from NT$2.75 in FY 2022). Revenue: NT$1.64b (up 6.0% from FY 2022). Net income: NT$567.5m (up 36% from FY 2022). Profit margin: 35% (up from 27% in FY 2022). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 28Young Fast Optoelectronics Co., Ltd., Annual General Meeting, May 27, 2024Young Fast Optoelectronics Co., Ltd., Annual General Meeting, May 27, 2024. Location: No. 32, Jingjian 5th Rd.,Guanyin Dist., Taoyuan City Taoyuan City Taiwan Agenda: To approve the 2023 Business Report; To approve the 2023 Audit Committees Review Report; The employees profit share and directors compensation of 2023; The directors remuneration of the Company for 2023.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$66.50, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 143% over the past three years.
New Risk • Jan 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.2% average weekly change). Minor Risk Dividend is not well covered by cash flows (111% cash payout ratio).
Major Estimate Revision • Jan 11Consensus EPS estimates increase by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from NT$1.53b to NT$1.64b. EPS estimate increased from NT$2.68 to NT$3.46 per share. Net income forecast to grow 21% next year vs 24% growth forecast for Electronic industry in Taiwan. Consensus price target up from NT$51.00 to NT$55.00. Share price rose 16% to NT$49.80 over the past week.
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$47.75, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 58% over the past three years.
New Risk • Oct 07New 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 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.9% average weekly change).
Upcoming Dividend • Sep 01Upcoming dividend of NT$1.50 per share at 3.3% yieldEligible shareholders must have bought the stock before 08 September 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (4.2%).
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$39.90, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 101% over the past three years.
Reported Earnings • Aug 13Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: NT$0.51 (down from NT$0.68 in 2Q 2022). Revenue: NT$391.1m (down 24% from 2Q 2022). Net income: NT$77.4m (down 24% from 2Q 2022). Profit margin: 20% (in line with 2Q 2022). Revenue exceeded analyst estimates by 6.9%. Earnings per share (EPS) missed analyst estimates by 14%. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 06Full year 2022 earnings released: EPS: NT$2.75 (vs NT$1.44 in FY 2021)Full year 2022 results: EPS: NT$2.75 (up from NT$1.44 in FY 2021). Revenue: NT$1.55b (up 6.6% from FY 2021). Net income: NT$416.1m (up 91% from FY 2021). Profit margin: 27% (up from 15% in FY 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Wenxiu Zhang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Aug 30Upcoming dividend of NT$1.20 per shareEligible shareholders must have bought the stock before 06 September 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 57% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of Taiwanese dividend payers (6.5%). Lower than average of industry peers (4.5%).
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.67 (vs NT$0.10 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.67 (up from NT$0.10 in 2Q 2021). Revenue: NT$513.8m (up 61% from 2Q 2021). Net income: NT$102.1m (up NT$86.6m from 2Q 2021). Profit margin: 20% (up from 4.9% 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 30% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to NT$27.45, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 75% over the past three years.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. No independent directors (9 non-independent directors). Director Chen Hui was the last director to join the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 17Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: NT$1.44 (up from NT$1.26 in FY 2020). Revenue: NT$1.45b (up 56% from FY 2020). Net income: NT$217.5m (up 14% from FY 2020). Profit margin: 15% (down from 21% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 29%. Earnings per share (EPS) also surpassed analyst estimates. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$1.00 (vs NT$0.95 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: NT$422.8m (up 55% from 3Q 2020). Net income: NT$150.9m (up 4.4% from 3Q 2020). Profit margin: 36% (down from 53% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year and the company’s share price has also increased by 23% per year.
Upcoming Dividend • Aug 26Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 29 September 2021. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (5.2%). In line with average of industry peers (3.2%).
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS NT$0.095 (vs NT$0.13 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$319.5m (up 34% from 2Q 2020). Net income: NT$15.5m (down 23% from 2Q 2020). Profit margin: 4.9% (down from 8.5% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 16First quarter 2021 earnings released: EPS NT$0.19 (vs NT$0.048 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$337.2m (up 189% from 1Q 2020). Net income: NT$28.2m (up NT$35.4m from 1Q 2020). Profit margin: 8.4% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$36.00, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 130% over the past three years.
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$43.20, the stock trades at a trailing P/E ratio of 34.2x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total returns to shareholders of 177% over the past three years.
Reported Earnings • Mar 25Full year 2020 earnings released: EPS NT$1.26 (vs NT$0.93 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$926.5m (up 1.5% from FY 2019). Net income: NT$191.1m (up 36% from FY 2019). Profit margin: 21% (up from 15% in FY 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 18Are Young Fast Optoelectronics Co., Ltd.'s (TPE:3622) Fundamentals Good Enough to Warrant Buying Given The Stock's Recent Weakness?It is hard to get excited after looking at Young Fast Optoelectronics' (TPE:3622) recent performance, when its stock...
分析記事 • Jan 31These 4 Measures Indicate That Young Fast Optoelectronics (TPE:3622) Is Using Debt SafelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Jan 12Young Fast Optoelectronics (TPE:3622) Has Gifted Shareholders With A Fantastic 253% Total Return On Their InvestmentWhen you buy a stock there is always a possibility that it could drop 100%. But on the bright side, if you buy shares...
Is New 90 Day High Low • Jan 07New 90-day high: NT$38.50The company is up 75% from its price of NT$22.00 on 08 October 2020. The Taiwanese market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 20% over the same period.
分析記事 • Dec 25Returns On Capital - An Important Metric For Young Fast Optoelectronics (TPE:3622)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$33.80, the stock is trading at a trailing P/E ratio of 27.8x, up from the previous P/E ratio of 23.7x. This compares to an average P/E of 17x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 108%.
分析記事 • Dec 07Should You Rely On Young Fast Optoelectronics's (TPE:3622) Earnings Growth?Broadly speaking, profitable businesses are less risky than unprofitable ones. That said, the current statutory profit...
分析記事 • Nov 19Young Fast Optoelectronics Co., Ltd.'s (TPE:3622) Stock Has Seen Strong Momentum: Does That Call For Deeper Study Of Its Financial Prospects?Most readers would already be aware that Young Fast Optoelectronics' (TPE:3622) stock increased significantly by 41...
Is New 90 Day High Low • Nov 18New 90-day high: NT$26.95The company is up 22% from its price of NT$22.10 on 20 August 2020. The Taiwanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is flat over the same period.
Valuation Update With 7 Day Price Move • Nov 17Market bids up stock over the past weekAfter last week's 15% share price gain to NT$24.50, the stock is trading at a trailing P/E ratio of 20.3x, up from the previous P/E ratio of 17.7x. This compares to an average P/E of 16x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 52%.
Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$0.96The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$272.1m (up 4.5% from 3Q 2019). Net income: NT$144.5m (up 19% from 3Q 2019). Profit margin: 53% (up from 47% in 3Q 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Oct 30New 90-day low: NT$20.60The company is down 13% from its price of NT$23.60 on 31 July 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 3.0% over the same period.