View ValuationWNC 将来の成長Future 基準チェック /36WNC利益と収益がそれぞれ年間32.8%と16.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.5% 27.2%なると予測されています。主要情報32.8%収益成長率27.23%EPS成長率Communications 収益成長36.4%収益成長率16.7%将来の株主資本利益率17.46%アナリストカバレッジGood最終更新日08 May 2026今後の成長に関する最新情報Major Estimate Revision • Mar 18Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$124.0b to NT$129.7b. EPS estimate increased from NT$8.01 to NT$9.92 per share. Net income forecast to grow 55% next year vs 82% growth forecast for Communications industry in Taiwan. Consensus price target up from NT$148 to NT$159. Share price rose 6.1% to NT$174 over the past week.Price Target Changed • Mar 13Price target increased by 11% to NT$159Up from NT$144, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of NT$168. Stock is up 17% over the past year. The company is forecast to post earnings per share of NT$9.92 for next year compared to NT$6.41 last year.Price Target Changed • Jan 05Price target decreased by 7.6% to NT$133Down from NT$144, the current price target is an average from 6 analysts. New target price is 21% above last closing price of NT$110. Stock is down 17% over the past year. The company is forecast to post earnings per share of NT$6.07 for next year compared to NT$7.26 last year.Major Estimate Revision • May 13Consensus EPS estimates fall by 13%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from NT$119.4b to NT$120.9b. EPS estimate fell from NT$8.93 to NT$7.80 per share. Net income forecast to grow 9.9% next year vs 27% growth forecast for Communications industry in Taiwan. Consensus price target broadly unchanged at NT$150. Share price was steady at NT$128 over the past week.Major Estimate Revision • Apr 12Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$127.5b to NT$119.4b. EPS estimate also fell from NT$10.00 per share to NT$8.87 per share. Net income forecast to grow 23% next year vs 31% growth forecast for Communications industry in Taiwan. Consensus price target down from NT$155 to NT$151. Share price fell 14% to NT$119 over the past week.Major Estimate Revision • Mar 12Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from NT$120.7b to NT$127.5b. EPS estimate increased from NT$8.74 to NT$10.00 per share. Net income forecast to grow 38% next year vs 45% growth forecast for Communications industry in Taiwan. Consensus price target of NT$155 unchanged from last update. Share price fell 2.4% to NT$143 over the past week.すべての更新を表示Recent updatesReported Earnings • May 07First quarter 2026 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2026 results: EPS: NT$2.00 (up from NT$1.92 in 1Q 2025). Revenue: NT$29.2b (up 2.8% from 1Q 2025). Net income: NT$1.13b (up 23% from 1Q 2025). Profit margin: 3.9% (up from 3.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 30% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 44% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 23Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$218, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Communications industry in Taiwan. Total returns to shareholders of 175% over the past three years.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$197, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Communications industry in Taiwan. Total returns to shareholders of 129% over the past three years.Major Estimate Revision • Mar 18Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$124.0b to NT$129.7b. EPS estimate increased from NT$8.01 to NT$9.92 per share. Net income forecast to grow 55% next year vs 82% growth forecast for Communications industry in Taiwan. Consensus price target up from NT$148 to NT$159. Share price rose 6.1% to NT$174 over the past week.Price Target Changed • Mar 13Price target increased by 11% to NT$159Up from NT$144, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of NT$168. Stock is up 17% over the past year. The company is forecast to post earnings per share of NT$9.92 for next year compared to NT$6.41 last year.Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$6.41 (vs NT$7.26 in FY 2024)Full year 2025 results: EPS: NT$6.41 (down from NT$7.26 in FY 2024). Revenue: NT$110.3b (flat on FY 2024). Net income: NT$3.06b (down 11% from FY 2024). Profit margin: 2.8% (down from 3.1% in FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 31% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.お知らせ • Mar 12WNC Corporation, Annual General Meeting, May 28, 2026WNC Corporation, Annual General Meeting, May 28, 2026, at 09:00 Taipei Standard Time. Location: no,2, chan yeh 1st rd., hsinchu science park, hsinchu city TaiwanValuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$160, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Communications industry in Taiwan. Total returns to shareholders of 106% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$73.56 per share.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$130, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Communications industry in Taiwan. Total returns to shareholders of 83% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$70.87 per share.New Risk • Jan 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change).Price Target Changed • Jan 05Price target decreased by 7.6% to NT$133Down from NT$144, the current price target is an average from 6 analysts. New target price is 21% above last closing price of NT$110. Stock is down 17% over the past year. The company is forecast to post earnings per share of NT$6.07 for next year compared to NT$7.26 last year.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$104, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Communications industry in Taiwan. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$89.44 per share.Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: NT$1.39 (up from NT$1.09 in 3Q 2024). Revenue: NT$27.4b (up 5.4% from 3Q 2024). Net income: NT$664.8m (up 28% from 3Q 2024). Profit margin: 2.4% (up from 2.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Reported Earnings • Aug 08Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: NT$1.03 (down from NT$2.45 in 2Q 2024). Revenue: NT$27.5b (down 11% from 2Q 2024). Net income: NT$493.2m (down 58% from 2Q 2024). Profit margin: 1.8% (down from 3.8% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 35%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jun 19Dividend reduced to NT$4.80Dividend of NT$4.80 is 20% lower than last year. Ex-date: 2nd July 2025 Payment date: 24th July 2025 Dividend yield will be 4.1%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 8.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 17Wistron NeWeb Corporation Ratifies Cash Dividend for the Year 2024Wistron NeWeb Corporation at its AGM held on 16 May 2025, ratified distribution of 2024 profits of TWD 4.8 cash dividend per share.Major Estimate Revision • May 13Consensus EPS estimates fall by 13%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from NT$119.4b to NT$120.9b. EPS estimate fell from NT$8.93 to NT$7.80 per share. Net income forecast to grow 9.9% next year vs 27% growth forecast for Communications industry in Taiwan. Consensus price target broadly unchanged at NT$150. Share price was steady at NT$128 over the past week.Reported Earnings • May 08First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$1.92 (up from NT$1.58 in 1Q 2024). Revenue: NT$28.4b (up 11% from 1Q 2024). Net income: NT$917.6m (up 22% from 1Q 2024). Profit margin: 3.2% (up from 2.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.5%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 30Wistron NeWeb Corporation to Report Q1, 2025 Results on May 07, 2025Wistron NeWeb Corporation announced that they will report Q1, 2025 results on May 07, 2025Major Estimate Revision • Apr 12Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$127.5b to NT$119.4b. EPS estimate also fell from NT$10.00 per share to NT$8.87 per share. Net income forecast to grow 23% next year vs 31% growth forecast for Communications industry in Taiwan. Consensus price target down from NT$155 to NT$151. Share price fell 14% to NT$119 over the past week.Buy Or Sell Opportunity • Apr 08Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to NT$113. The fair value is estimated to be NT$147, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.分析記事 • Mar 31Investor Optimism Abounds Wistron NeWeb Corporation (TWSE:6285) But Growth Is LackingIt's not a stretch to say that Wistron NeWeb Corporation's ( TWSE:6285 ) price-to-earnings (or "P/E") ratio of 19.6x...Major Estimate Revision • Mar 12Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from NT$120.7b to NT$127.5b. EPS estimate increased from NT$8.74 to NT$10.00 per share. Net income forecast to grow 38% next year vs 45% growth forecast for Communications industry in Taiwan. Consensus price target of NT$155 unchanged from last update. Share price fell 2.4% to NT$143 over the past week.Reported Earnings • Feb 28Full year 2024 earnings released: EPS: NT$7.26 (vs NT$8.98 in FY 2023)Full year 2024 results: EPS: NT$7.26 (down from NT$8.98 in FY 2023). Revenue: NT$110.2b (flat on FY 2023). Net income: NT$3.45b (down 9.2% from FY 2023). Profit margin: 3.1% (down from 3.4% in FY 2023). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 27% per year.お知らせ • Feb 27Wistron NeWeb Corporation, Annual General Meeting, May 16, 2025Wistron NeWeb Corporation, Annual General Meeting, May 16, 2025. Location: no,2, chan yeh 1st rd., hsinchu science park, hsinchu city Taiwanお知らせ • Feb 19Wistron NeWeb Corporation to Report Fiscal Year 2024 Results on Feb 26, 2025Wistron NeWeb Corporation announced that they will report fiscal year 2024 results on Feb 26, 2025Price Target Changed • Jan 21Price target increased by 11% to NT$151Up from NT$136, the current price target is an average from 6 analysts. New target price is 7.6% above last closing price of NT$141. Stock is down 5.4% over the past year. The company is forecast to post earnings per share of NT$6.45 for next year compared to NT$8.98 last year.New Risk • Jan 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.5% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.5% average weekly change).Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$144, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Communications industry in Taiwan. Total returns to shareholders of 134% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$202 per share.分析記事 • Jan 16These 4 Measures Indicate That Wistron NeWeb (TWSE:6285) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Price Target Changed • Dec 23Price target increased by 8.2% to NT$136Up from NT$126, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of NT$136. Stock is down 11% over the past year. The company is forecast to post earnings per share of NT$6.45 for next year compared to NT$8.98 last year.分析記事 • Dec 19Why Investors Shouldn't Be Surprised By Wistron NeWeb Corporation's (TWSE:6285) Low P/EWistron NeWeb Corporation's ( TWSE:6285 ) price-to-earnings (or "P/E") ratio of 18.7x might make it look like a buy...分析記事 • Nov 13Wistron NeWeb's (TWSE:6285) Shareholders Have More To Worry About Than Only Soft EarningsThe subdued market reaction suggests that Wistron NeWeb Corporation's ( TWSE:6285 ) recent earnings didn't contain any...Major Estimate Revision • Nov 13Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from NT$110.6b to NT$109.0b. EPS estimate also fell from NT$8.04 per share to NT$6.44 per share. Net income forecast to grow 9.6% next year vs 27% growth forecast for Communications industry in Taiwan. Consensus price target down from NT$135 to NT$126. Share price fell 2.0% to NT$122 over the past week.分析記事 • Nov 10Earnings Miss: Wistron NeWeb Corporation Missed EPS By 48% And Analysts Are Revising Their ForecastsThe analysts might have been a bit too bullish on Wistron NeWeb Corporation ( TWSE:6285 ), given that the company fell...Reported Earnings • Nov 08Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: NT$1.09 (down from NT$3.31 in 3Q 2023). Revenue: NT$26.0b (down 11% from 3Q 2023). Net income: NT$519.9m (down 63% from 3Q 2023). Profit margin: 2.0% (down from 4.8% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 48%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 30Wistron NeWeb Corporation to Report Q3, 2024 Results on Nov 06, 2024Wistron NeWeb Corporation announced that they will report Q3, 2024 results on Nov 06, 2024Buy Or Sell Opportunity • Oct 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to NT$124. The fair value is estimated to be NT$155, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.分析記事 • Sep 03Wistron NeWeb (TWSE:6285) Shareholders Will Want The ROCE Trajectory To ContinueTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...分析記事 • Aug 12Wistron NeWeb Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearIt's been a mediocre week for Wistron NeWeb Corporation ( TWSE:6285 ) shareholders, with the stock dropping 12% to...Reported Earnings • Aug 10Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: NT$2.45 (up from NT$2.28 in 2Q 2023). Revenue: NT$30.7b (up 15% from 2Q 2023). Net income: NT$1.16b (up 23% from 2Q 2023). Profit margin: 3.8% (up from 3.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.3%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 07Is Wistron NeWeb (TWSE:6285) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Buy Or Sell Opportunity • Aug 05Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to NT$125. The fair value is estimated to be NT$162, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 49% in the next 2 years.お知らせ • Jul 31Wistron NeWeb Corporation to Report Q2, 2024 Results on Aug 07, 2024Wistron NeWeb Corporation announced that they will report Q2, 2024 results on Aug 07, 2024分析記事 • Jul 22Market Still Lacking Some Conviction On Wistron NeWeb Corporation (TWSE:6285)When close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") above 24x, you may consider...Declared Dividend • Jun 17Dividend increased to NT$6.00Dividend of NT$6.00 is 24% higher than last year. Ex-date: 2nd July 2024 Payment date: 24th July 2024 Dividend yield will be 3.8%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (67% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jun 05Slowing Rates Of Return At Wistron NeWeb (TWSE:6285) Leave Little Room For ExcitementIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Jun 01Wistron NeWeb Corporation Ratifies Cash Dividend for the Year 2023Wistron NeWeb Corporation at its Annual General Shareholders' Meeting held on May 31, 2024, ratified the proposal for distribution of 2023 profits as TWD 6.0 cash dividend per share.Reported Earnings • May 15First quarter 2024 earnings released: EPS: NT$1.58 (vs NT$1.43 in 1Q 2023)First quarter 2024 results: EPS: NT$1.58 (up from NT$1.43 in 1Q 2023). Revenue: NT$25.6b (up 1.3% from 1Q 2023). Net income: NT$750.1m (up 30% from 1Q 2023). Profit margin: 2.9% (up from 2.3% in 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.分析記事 • May 03We Think Wistron NeWeb (TWSE:6285) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • May 02Wistron NeWeb Corporation to Report Q1, 2024 Results on May 08, 2024Wistron NeWeb Corporation announced that they will report Q1, 2024 results at 9:00 AM, Taipei Standard Time on May 08, 2024Price Target Changed • Apr 25Price target increased by 16% to NT$172Up from NT$148, the current price target is an average from 4 analysts. New target price is 16% above last closing price of NT$148. Stock is up 62% over the past year. The company is forecast to post earnings per share of NT$9.74 for next year compared to NT$8.98 last year.分析記事 • Apr 18Wistron NeWeb Corporation's (TWSE:6285) Shares Not Telling The Full StoryWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") above 23x, you may consider...分析記事 • Mar 18There May Be Underlying Issues With The Quality Of Wistron NeWeb's (TWSE:6285) EarningsUnsurprisingly, Wistron NeWeb Corporation's ( TWSE:6285 ) stock price was strong on the back of its healthy earnings...分析記事 • Mar 14Wistron NeWeb Corporation (TWSE:6285) Just Reported And Analysts Have Been Lifting Their Price TargetsIt's been a good week for Wistron NeWeb Corporation ( TWSE:6285 ) shareholders, because the company has just released...Reported Earnings • Mar 12Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: NT$8.98 (up from NT$7.93 in FY 2022). Revenue: NT$110.8b (up 16% from FY 2022). Net income: NT$3.80b (up 22% from FY 2022). Profit margin: 3.4% (up from 3.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 1.1%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 08Wistron NeWeb Corporation, Annual General Meeting, May 31, 2024Wistron NeWeb Corporation, Annual General Meeting, May 31, 2024. Location: No.2, Prosperity Road I, Hsinchu Science Park, Hsinchu (Meeting Room 101 of the Allied Association for Science Park Industries) Taiwan Agenda: To discuss 2023 Business Report; to discuss Audit Committee's Review Report; to discuss Report on the 2023 distribution results of profit-sharing bonuses for employees and directors; to discuss Ratification of the 2023 Business Report and Financial Statements; and to discuss Ratification of the proposal for distribution of 2023 profits.お知らせ • Jan 21Wistron Neweb Corporation Provides Revenue Guidance for the Year 2024Wistron NeWeb Corporation provided revenue guidance for the year 2024. The company expects revenue for 2024 will approach TWD 120 billion.お知らせ • Dec 21Wistron NeWeb Corporation Announces Accounting Officer Changes, Effective January 1, 2024Wistron NeWeb Corporation announced the Board of Directors' resolution to change the company's accounting officer. Name, title, and resume of the previous position holder: Jona Song, Chief Financial Officer, Wistron NeWeb Corporation. Name, title, and resume of the new position holder: Fion Guan, Chief Accounting Officer, Wistron NeWeb Corporation. Reason for the change: Position adjustment. Effective date: January 1, 2024. Jona Song, Chief Financial Officer of Wistron NeWeb Corporation, will no longer serve as acting accounting officer starting January 1, 2024. Date of occurrence of the change: December 20, 2023.Price Target Changed • Dec 12Price target increased by 10% to NT$146Up from NT$133, the current price target is an average from 5 analysts. New target price is 5.9% below last closing price of NT$156. Stock is up 83% over the past year. The company is forecast to post earnings per share of NT$9.09 for next year compared to NT$7.93 last year.お知らせ • Nov 11Wistron NeWeb Corporation announced that it expects to receive TWD 679.922478 million in funding from Wistron CorporationWistron NeWeb Corporation announced a private placement of 6,414,363 common shares at an issue price of TWD 106 per share for the gross proceeds of TWD 679,922,478 on November 9, 2023. The transaction will include participation from new investor Wistron Corporation. The transaction has been approved by the shareholders of the company.Major Estimate Revision • Nov 09Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from NT$108.1b to NT$109.7b. EPS estimate increased from NT$8.02 to NT$9.28 per share. Net income forecast to grow 11% next year vs 15% growth forecast for Communications industry in Taiwan. Consensus price target up from NT$133 to NT$137. Share price was steady at NT$137 over the past week.Reported Earnings • Nov 03Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: NT$3.31 (up from NT$3.13 in 3Q 2022). Revenue: NT$29.2b (up 10% from 3Q 2022). Net income: NT$1.41b (up 15% from 3Q 2022). Profit margin: 4.8% (up from 4.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) also surpassed analyst estimates by 58%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 02Wistron NeWeb Corporation Announces Establishment of Nominating CommitteeWistron NeWeb Corporation announced the Board of Directors' resolution to establish the Nominating Committee. Name of the new position holder: Haydn Hsieh; Frank F.C. Lin; T. Y. Lay; Karen Hsin and Lillian Chao. Resume of the new position holder: Haydn Hsieh: Chairman & CSO of the company; Frank F.C. Lin: Director of the company; T. Y. Lay: Independent Director of the company; Karen Hsin: Independent Director of the company; and Lillian Chao: Independent Director of the company. Reason for the change: The Company established the Nominating Committee. Effective date of the new member: November 1, 2023. Date of occurrence of the change: November 1, 2023.お知らせ • Oct 13Wistron NeWeb Corporation announced that it expects to receive TWD 4 billion in fundingWistron NeWeb Corporation announced a private placement of 40,000,000 common shares at an issue price of TWD 100 per share for the gross proceeds of TWD 4,000,000,000 on October 12, 2023. The transaction has been approved by the shareholders of the company. The transaction is expected to close between November 20, 2023 and November 24, 2023.Price Target Changed • Sep 01Price target increased by 17% to NT$133Up from NT$113, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of NT$130. Stock is up 55% over the past year. The company is forecast to post earnings per share of NT$8.05 for next year compared to NT$7.93 last year.New Risk • Aug 04New 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: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.2% average weekly change). Shareholders have been diluted in the past year (5.3% increase in shares outstanding).Reported Earnings • Aug 02Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: NT$2.28 (up from NT$1.43 in 2Q 2022). Revenue: NT$26.6b (up 32% from 2Q 2022). Net income: NT$946.4m (up 69% from 2Q 2022). Profit margin: 3.6% (up from 2.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jul 18Price target increased by 15% to NT$106Up from NT$92.20, the current price target is an average from 5 analysts. New target price is 9.2% below last closing price of NT$117. Stock is up 63% over the past year. The company is forecast to post earnings per share of NT$7.53 for next year compared to NT$7.93 last year.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$121, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Communications industry in Taiwan. Total returns to shareholders of 97% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$133 per share.Board Change • Jul 07Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Rosie Yu was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jul 05Upcoming dividend of NT$4.84 per share at 4.6% yieldEligible shareholders must have bought the stock before 12 July 2023. Payment date: 03 August 2023. Payout ratio is a comfortable 58% but the company is not cash flow positive. Trailing yield: 4.6%. Lower than top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.0%).Reported Earnings • Jul 03First quarter 2023 earnings: EPS misses analyst expectationsFirst quarter 2023 results: EPS: NT$1.43 (up from NT$0.77 in 1Q 2022). Revenue: NT$25.3b (up 30% from 1Q 2022). Net income: NT$575.3m (up 91% from 1Q 2022). Profit margin: 2.3% (up from 1.6% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.New Risk • Jun 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (34% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (5.3% increase in shares outstanding).お知らせ • Jun 08+ 2 more updatesWistron NeWeb Corporation Announces Executive ChangesWistron NeWeb Corporation at the Annual Shareholders Meeting held on June 07, 2023 approved election of WNC 11th Board of Directors the elected members are: Director: Haydn Hsieh; Director: Philip Peng; Independent Director: Lillian Chao; Independent Director: Rosie Yu.Major Estimate Revision • May 18Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from NT$8.37 to NT$7.42 per share. Revenue forecast steady at NT$105.8b. Net income forecast to shrink 4.7% next year vs 6.9% growth forecast for Communications industry in Taiwan . Consensus price target down from NT$110 to NT$97.40. Share price was steady at NT$84.30 over the past week.Price Target Changed • May 17Price target decreased by 10% to NT$98.80Down from NT$110, the current price target is an average from 5 analysts. New target price is 17% above last closing price of NT$84.10. Stock is up 32% over the past year. The company is forecast to post earnings per share of NT$8.06 for next year compared to NT$7.93 last year.Reported Earnings • May 12First quarter 2023 earnings: EPS misses analyst expectationsFirst quarter 2023 results: EPS: NT$1.43 (up from NT$0.77 in 1Q 2022). Revenue: NT$25.3b (up 30% from 1Q 2022). Net income: NT$575.3m (up 91% from 1Q 2022). Profit margin: 2.3% (up from 1.6% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$104, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Communications industry in Taiwan. Total returns to shareholders of 112% over the past three years.Reported Earnings • Mar 14Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: NT$7.93 (up from NT$3.15 in FY 2021). Revenue: NT$95.3b (up 42% from FY 2021). Net income: NT$3.12b (up 153% from FY 2021). Profit margin: 3.3% (up from 1.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 4.1%. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 19% per year.Price Target Changed • Nov 16Price target increased to NT$105Up from NT$97.70, the current price target is an average from 5 analysts. New target price is 30% above last closing price of NT$81.00. Stock is up 6.4% over the past year. The company is forecast to post earnings per share of NT$7.99 for next year compared to NT$3.15 last year.Major Estimate Revision • Nov 16Consensus EPS estimates increase by 29%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from NT$88.9b to NT$93.6b. EPS estimate increased from NT$6.20 to NT$7.99 per share. Net income forecast to grow 38% next year vs 11% growth forecast for Communications industry in Taiwan. Consensus price target of NT$103 unchanged from last update. Share price fell 4.3% to NT$81.00 over the past week.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Michael Tsai 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.Reported Earnings • Nov 05Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: NT$3.13 (up from NT$0.85 in 3Q 2021). Revenue: NT$26.5b (up 53% from 3Q 2021). Net income: NT$1.23b (up 268% from 3Q 2021). Profit margin: 4.6% (up from 1.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.4%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year.Major Estimate Revision • Nov 04Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from NT$88.9b to NT$91.0b. EPS estimate increased from NT$6.20 to NT$6.88 per share. Net income forecast to grow 94% next year vs 36% growth forecast for Communications industry in Taiwan. Consensus price target up from NT$97.70 to NT$103. Share price rose 2.7% to NT$83.70 over the past week.Price Target Changed • Oct 15Price target increased to NT$97.70Up from NT$88.70, the current price target is an average from 5 analysts. New target price is 12% above last closing price of NT$87.60. Stock is up 24% over the past year. The company is forecast to post earnings per share of NT$6.07 for next year compared to NT$3.15 last year.Major Estimate Revision • Aug 11Consensus EPS estimates increase by 25%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from NT$82.9b to NT$84.8b. EPS estimate increased from NT$4.49 to NT$5.60 per share. Net income forecast to grow 62% next year vs 43% growth forecast for Communications industry in Taiwan. Consensus price target up from NT$76.70 to NT$84.30. Share price rose 7.0% to NT$81.50 over the past week.Reported Earnings • Aug 05Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: NT$1.43 (up from NT$0.75 in 2Q 2021). Revenue: NT$20.2b (up 30% from 2Q 2021). Net income: NT$558.9m (up 92% from 2Q 2021). Profit margin: 2.8% (up from 1.9% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 48%. Over the next year, revenue is forecast to grow 19%, compared to a 20% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Price Target Changed • Aug 05Price target increased to NT$84.30Up from NT$76.70, the current price target is an average from 5 analysts. New target price is 6.7% above last closing price of NT$79.00. Stock is up 9.0% over the past year. The company is forecast to post earnings per share of NT$5.26 for next year compared to NT$3.15 last year.Upcoming Dividend • Jul 06Upcoming dividend of NT$2.10 per shareEligible shareholders must have bought the stock before 13 July 2022. Payment date: 04 August 2022. Payout ratio is a comfortable 65% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (6.6%). In line with average of industry peers (3.4%).お知らせ • May 21Wistron NeWeb Ordinary Shs to Be Deleted from Other OTCWistron NeWeb Corporation Ordinary Shs (Taiwan) will be deleted from Other OTC effective from May 23, 2022, due to Inactive Security.Price Target Changed • May 12Price target decreased to NT$77.70Down from NT$84.08, the current price target is an average from 5 analysts. New target price is 22% above last closing price of NT$63.80. The company is forecast to post earnings per share of NT$4.82 for next year compared to NT$3.15 last year.Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$62.80, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Communications industry in Taiwan. Total returns to shareholders of 2.2% over the past three years.Reported Earnings • May 08First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: NT$0.77 (up from NT$0.70 in 1Q 2021). Revenue: NT$19.5b (up 27% from 1Q 2021). Net income: NT$301.9m (up 10% from 1Q 2021). Profit margin: 1.6% (down from 1.8% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.0%. Earnings per share (EPS) missed analyst estimates by 6.7%. Over the next year, revenue is forecast to grow 17%, compared to a 17% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Michael Tsai 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.業績と収益の成長予測TWSE:6285 - 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12/31/2028177,3889,439N/AN/A212/31/2027149,1826,333N/A6,402312/31/2026126,2895,4402,7404,75663/31/2026111,0403,277-142,375N/A12/31/2025110,2513,0635,9238,518N/A9/30/2025111,1853,0926,58110,231N/A6/30/2025109,7742,9488,50412,085N/A3/31/2025112,9953,6195,6989,371N/A12/31/2024110,2133,4517,03810,334N/A9/30/2024111,9493,3044,1317,432N/A6/30/2024115,1924,1965,0368,958N/A3/31/2024111,1063,9786,1759,438N/A12/31/2023110,7883,8033,7777,144N/A9/30/2023110,1983,9644,4047,857N/A6/30/2023107,5203,783-5483,364N/A3/31/2023101,0683,395-5,786-1,933N/A12/31/202295,2573,122-7,165-3,415N/A9/30/202285,2162,424-7,385-4,029N/A6/30/202276,0151,527-7,440-4,945N/A3/31/202271,3421,260-5,889-3,389N/A12/31/202167,2301,232-6,119-3,566N/A9/30/202165,2711,241-1,671610N/A6/30/202165,0491,3802,4104,502N/A3/31/202164,6271,4891,5293,292N/A12/31/202062,6491,4672,2073,562N/A9/30/202061,6121,402-551,636N/A6/30/202062,2431,4864752,278N/A3/31/202061,9601,4623,0164,852N/A12/31/201962,2401,461N/A4,602N/A9/30/201962,1771,742N/A2,914N/A6/30/201959,4031,845N/A-412N/A3/31/201957,7081,903N/A-1,333N/A12/31/201856,0501,929N/A799N/A9/30/201855,1021,767N/A2,362N/A6/30/201854,7821,615N/A2,478N/A3/31/201856,0721,762N/A2,354N/A12/31/201756,8902,064N/A1,702N/A9/30/201754,7712,172N/A969N/A6/30/201754,1362,299N/A4,125N/A3/31/201752,2882,103N/A4,388N/A12/31/201652,7792,043N/A3,440N/A9/30/201654,2152,049N/A2,858N/A6/30/201653,9232,018N/A1,628N/A3/31/201653,9672,029N/A2,099N/A12/31/201552,1831,973N/A1,568N/A9/30/201549,0831,861N/A2,117N/A6/30/201546,2071,617N/A1,115N/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: 6285の予測収益成長率 (年間32.8% ) は 貯蓄率 ( 1.3% ) を上回っています。収益対市場: 6285の収益 ( 32.8% ) はTW市場 ( 25.2% ) よりも速いペースで成長すると予測されています。高成長収益: 6285の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 6285の収益 ( 16.7% ) TW市場 ( 18.2% ) よりも低い成長が予測されています。高い収益成長: 6285の収益 ( 16.7% ) 20%よりも低い成長が予測されています。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: 6285の 自己資本利益率 は、3年後には低くなると予測されています ( 17.5 %)。成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/08 07:31終値2026/05/08 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WNC Corporation 6 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Yiho LiuCapital Securities CorporationChristine WangDaiwa Securities Co. Ltd.James ChiuDeutsche Bank7 その他のアナリストを表示
Major Estimate Revision • Mar 18Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$124.0b to NT$129.7b. EPS estimate increased from NT$8.01 to NT$9.92 per share. Net income forecast to grow 55% next year vs 82% growth forecast for Communications industry in Taiwan. Consensus price target up from NT$148 to NT$159. Share price rose 6.1% to NT$174 over the past week.
Price Target Changed • Mar 13Price target increased by 11% to NT$159Up from NT$144, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of NT$168. Stock is up 17% over the past year. The company is forecast to post earnings per share of NT$9.92 for next year compared to NT$6.41 last year.
Price Target Changed • Jan 05Price target decreased by 7.6% to NT$133Down from NT$144, the current price target is an average from 6 analysts. New target price is 21% above last closing price of NT$110. Stock is down 17% over the past year. The company is forecast to post earnings per share of NT$6.07 for next year compared to NT$7.26 last year.
Major Estimate Revision • May 13Consensus EPS estimates fall by 13%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from NT$119.4b to NT$120.9b. EPS estimate fell from NT$8.93 to NT$7.80 per share. Net income forecast to grow 9.9% next year vs 27% growth forecast for Communications industry in Taiwan. Consensus price target broadly unchanged at NT$150. Share price was steady at NT$128 over the past week.
Major Estimate Revision • Apr 12Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$127.5b to NT$119.4b. EPS estimate also fell from NT$10.00 per share to NT$8.87 per share. Net income forecast to grow 23% next year vs 31% growth forecast for Communications industry in Taiwan. Consensus price target down from NT$155 to NT$151. Share price fell 14% to NT$119 over the past week.
Major Estimate Revision • Mar 12Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from NT$120.7b to NT$127.5b. EPS estimate increased from NT$8.74 to NT$10.00 per share. Net income forecast to grow 38% next year vs 45% growth forecast for Communications industry in Taiwan. Consensus price target of NT$155 unchanged from last update. Share price fell 2.4% to NT$143 over the past week.
Reported Earnings • May 07First quarter 2026 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2026 results: EPS: NT$2.00 (up from NT$1.92 in 1Q 2025). Revenue: NT$29.2b (up 2.8% from 1Q 2025). Net income: NT$1.13b (up 23% from 1Q 2025). Profit margin: 3.9% (up from 3.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 30% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 44% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$218, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Communications industry in Taiwan. Total returns to shareholders of 175% over the past three years.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$197, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Communications industry in Taiwan. Total returns to shareholders of 129% over the past three years.
Major Estimate Revision • Mar 18Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$124.0b to NT$129.7b. EPS estimate increased from NT$8.01 to NT$9.92 per share. Net income forecast to grow 55% next year vs 82% growth forecast for Communications industry in Taiwan. Consensus price target up from NT$148 to NT$159. Share price rose 6.1% to NT$174 over the past week.
Price Target Changed • Mar 13Price target increased by 11% to NT$159Up from NT$144, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of NT$168. Stock is up 17% over the past year. The company is forecast to post earnings per share of NT$9.92 for next year compared to NT$6.41 last year.
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$6.41 (vs NT$7.26 in FY 2024)Full year 2025 results: EPS: NT$6.41 (down from NT$7.26 in FY 2024). Revenue: NT$110.3b (flat on FY 2024). Net income: NT$3.06b (down 11% from FY 2024). Profit margin: 2.8% (down from 3.1% in FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 31% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
お知らせ • Mar 12WNC Corporation, Annual General Meeting, May 28, 2026WNC Corporation, Annual General Meeting, May 28, 2026, at 09:00 Taipei Standard Time. Location: no,2, chan yeh 1st rd., hsinchu science park, hsinchu city Taiwan
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$160, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Communications industry in Taiwan. Total returns to shareholders of 106% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$73.56 per share.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$130, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Communications industry in Taiwan. Total returns to shareholders of 83% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$70.87 per share.
New Risk • Jan 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change).
Price Target Changed • Jan 05Price target decreased by 7.6% to NT$133Down from NT$144, the current price target is an average from 6 analysts. New target price is 21% above last closing price of NT$110. Stock is down 17% over the past year. The company is forecast to post earnings per share of NT$6.07 for next year compared to NT$7.26 last year.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$104, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Communications industry in Taiwan. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$89.44 per share.
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: NT$1.39 (up from NT$1.09 in 3Q 2024). Revenue: NT$27.4b (up 5.4% from 3Q 2024). Net income: NT$664.8m (up 28% from 3Q 2024). Profit margin: 2.4% (up from 2.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 08Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: NT$1.03 (down from NT$2.45 in 2Q 2024). Revenue: NT$27.5b (down 11% from 2Q 2024). Net income: NT$493.2m (down 58% from 2Q 2024). Profit margin: 1.8% (down from 3.8% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 35%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jun 19Dividend reduced to NT$4.80Dividend of NT$4.80 is 20% lower than last year. Ex-date: 2nd July 2025 Payment date: 24th July 2025 Dividend yield will be 4.1%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 8.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 17Wistron NeWeb Corporation Ratifies Cash Dividend for the Year 2024Wistron NeWeb Corporation at its AGM held on 16 May 2025, ratified distribution of 2024 profits of TWD 4.8 cash dividend per share.
Major Estimate Revision • May 13Consensus EPS estimates fall by 13%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from NT$119.4b to NT$120.9b. EPS estimate fell from NT$8.93 to NT$7.80 per share. Net income forecast to grow 9.9% next year vs 27% growth forecast for Communications industry in Taiwan. Consensus price target broadly unchanged at NT$150. Share price was steady at NT$128 over the past week.
Reported Earnings • May 08First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$1.92 (up from NT$1.58 in 1Q 2024). Revenue: NT$28.4b (up 11% from 1Q 2024). Net income: NT$917.6m (up 22% from 1Q 2024). Profit margin: 3.2% (up from 2.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.5%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 30Wistron NeWeb Corporation to Report Q1, 2025 Results on May 07, 2025Wistron NeWeb Corporation announced that they will report Q1, 2025 results on May 07, 2025
Major Estimate Revision • Apr 12Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$127.5b to NT$119.4b. EPS estimate also fell from NT$10.00 per share to NT$8.87 per share. Net income forecast to grow 23% next year vs 31% growth forecast for Communications industry in Taiwan. Consensus price target down from NT$155 to NT$151. Share price fell 14% to NT$119 over the past week.
Buy Or Sell Opportunity • Apr 08Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to NT$113. The fair value is estimated to be NT$147, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
分析記事 • Mar 31Investor Optimism Abounds Wistron NeWeb Corporation (TWSE:6285) But Growth Is LackingIt's not a stretch to say that Wistron NeWeb Corporation's ( TWSE:6285 ) price-to-earnings (or "P/E") ratio of 19.6x...
Major Estimate Revision • Mar 12Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from NT$120.7b to NT$127.5b. EPS estimate increased from NT$8.74 to NT$10.00 per share. Net income forecast to grow 38% next year vs 45% growth forecast for Communications industry in Taiwan. Consensus price target of NT$155 unchanged from last update. Share price fell 2.4% to NT$143 over the past week.
Reported Earnings • Feb 28Full year 2024 earnings released: EPS: NT$7.26 (vs NT$8.98 in FY 2023)Full year 2024 results: EPS: NT$7.26 (down from NT$8.98 in FY 2023). Revenue: NT$110.2b (flat on FY 2023). Net income: NT$3.45b (down 9.2% from FY 2023). Profit margin: 3.1% (down from 3.4% in FY 2023). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 27% per year.
お知らせ • Feb 27Wistron NeWeb Corporation, Annual General Meeting, May 16, 2025Wistron NeWeb Corporation, Annual General Meeting, May 16, 2025. Location: no,2, chan yeh 1st rd., hsinchu science park, hsinchu city Taiwan
お知らせ • Feb 19Wistron NeWeb Corporation to Report Fiscal Year 2024 Results on Feb 26, 2025Wistron NeWeb Corporation announced that they will report fiscal year 2024 results on Feb 26, 2025
Price Target Changed • Jan 21Price target increased by 11% to NT$151Up from NT$136, the current price target is an average from 6 analysts. New target price is 7.6% above last closing price of NT$141. Stock is down 5.4% over the past year. The company is forecast to post earnings per share of NT$6.45 for next year compared to NT$8.98 last year.
New Risk • Jan 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.5% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.5% average weekly change).
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$144, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Communications industry in Taiwan. Total returns to shareholders of 134% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$202 per share.
分析記事 • Jan 16These 4 Measures Indicate That Wistron NeWeb (TWSE:6285) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Price Target Changed • Dec 23Price target increased by 8.2% to NT$136Up from NT$126, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of NT$136. Stock is down 11% over the past year. The company is forecast to post earnings per share of NT$6.45 for next year compared to NT$8.98 last year.
分析記事 • Dec 19Why Investors Shouldn't Be Surprised By Wistron NeWeb Corporation's (TWSE:6285) Low P/EWistron NeWeb Corporation's ( TWSE:6285 ) price-to-earnings (or "P/E") ratio of 18.7x might make it look like a buy...
分析記事 • Nov 13Wistron NeWeb's (TWSE:6285) Shareholders Have More To Worry About Than Only Soft EarningsThe subdued market reaction suggests that Wistron NeWeb Corporation's ( TWSE:6285 ) recent earnings didn't contain any...
Major Estimate Revision • Nov 13Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from NT$110.6b to NT$109.0b. EPS estimate also fell from NT$8.04 per share to NT$6.44 per share. Net income forecast to grow 9.6% next year vs 27% growth forecast for Communications industry in Taiwan. Consensus price target down from NT$135 to NT$126. Share price fell 2.0% to NT$122 over the past week.
分析記事 • Nov 10Earnings Miss: Wistron NeWeb Corporation Missed EPS By 48% And Analysts Are Revising Their ForecastsThe analysts might have been a bit too bullish on Wistron NeWeb Corporation ( TWSE:6285 ), given that the company fell...
Reported Earnings • Nov 08Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: NT$1.09 (down from NT$3.31 in 3Q 2023). Revenue: NT$26.0b (down 11% from 3Q 2023). Net income: NT$519.9m (down 63% from 3Q 2023). Profit margin: 2.0% (down from 4.8% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 48%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 30Wistron NeWeb Corporation to Report Q3, 2024 Results on Nov 06, 2024Wistron NeWeb Corporation announced that they will report Q3, 2024 results on Nov 06, 2024
Buy Or Sell Opportunity • Oct 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to NT$124. The fair value is estimated to be NT$155, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.
分析記事 • Sep 03Wistron NeWeb (TWSE:6285) Shareholders Will Want The ROCE Trajectory To ContinueTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
分析記事 • Aug 12Wistron NeWeb Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearIt's been a mediocre week for Wistron NeWeb Corporation ( TWSE:6285 ) shareholders, with the stock dropping 12% to...
Reported Earnings • Aug 10Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: NT$2.45 (up from NT$2.28 in 2Q 2023). Revenue: NT$30.7b (up 15% from 2Q 2023). Net income: NT$1.16b (up 23% from 2Q 2023). Profit margin: 3.8% (up from 3.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.3%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 07Is Wistron NeWeb (TWSE:6285) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Buy Or Sell Opportunity • Aug 05Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to NT$125. The fair value is estimated to be NT$162, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 49% in the next 2 years.
お知らせ • Jul 31Wistron NeWeb Corporation to Report Q2, 2024 Results on Aug 07, 2024Wistron NeWeb Corporation announced that they will report Q2, 2024 results on Aug 07, 2024
分析記事 • Jul 22Market Still Lacking Some Conviction On Wistron NeWeb Corporation (TWSE:6285)When close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") above 24x, you may consider...
Declared Dividend • Jun 17Dividend increased to NT$6.00Dividend of NT$6.00 is 24% higher than last year. Ex-date: 2nd July 2024 Payment date: 24th July 2024 Dividend yield will be 3.8%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (67% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jun 05Slowing Rates Of Return At Wistron NeWeb (TWSE:6285) Leave Little Room For ExcitementIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Jun 01Wistron NeWeb Corporation Ratifies Cash Dividend for the Year 2023Wistron NeWeb Corporation at its Annual General Shareholders' Meeting held on May 31, 2024, ratified the proposal for distribution of 2023 profits as TWD 6.0 cash dividend per share.
Reported Earnings • May 15First quarter 2024 earnings released: EPS: NT$1.58 (vs NT$1.43 in 1Q 2023)First quarter 2024 results: EPS: NT$1.58 (up from NT$1.43 in 1Q 2023). Revenue: NT$25.6b (up 1.3% from 1Q 2023). Net income: NT$750.1m (up 30% from 1Q 2023). Profit margin: 2.9% (up from 2.3% in 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
分析記事 • May 03We Think Wistron NeWeb (TWSE:6285) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • May 02Wistron NeWeb Corporation to Report Q1, 2024 Results on May 08, 2024Wistron NeWeb Corporation announced that they will report Q1, 2024 results at 9:00 AM, Taipei Standard Time on May 08, 2024
Price Target Changed • Apr 25Price target increased by 16% to NT$172Up from NT$148, the current price target is an average from 4 analysts. New target price is 16% above last closing price of NT$148. Stock is up 62% over the past year. The company is forecast to post earnings per share of NT$9.74 for next year compared to NT$8.98 last year.
分析記事 • Apr 18Wistron NeWeb Corporation's (TWSE:6285) Shares Not Telling The Full StoryWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") above 23x, you may consider...
分析記事 • Mar 18There May Be Underlying Issues With The Quality Of Wistron NeWeb's (TWSE:6285) EarningsUnsurprisingly, Wistron NeWeb Corporation's ( TWSE:6285 ) stock price was strong on the back of its healthy earnings...
分析記事 • Mar 14Wistron NeWeb Corporation (TWSE:6285) Just Reported And Analysts Have Been Lifting Their Price TargetsIt's been a good week for Wistron NeWeb Corporation ( TWSE:6285 ) shareholders, because the company has just released...
Reported Earnings • Mar 12Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: NT$8.98 (up from NT$7.93 in FY 2022). Revenue: NT$110.8b (up 16% from FY 2022). Net income: NT$3.80b (up 22% from FY 2022). Profit margin: 3.4% (up from 3.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 1.1%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 08Wistron NeWeb Corporation, Annual General Meeting, May 31, 2024Wistron NeWeb Corporation, Annual General Meeting, May 31, 2024. Location: No.2, Prosperity Road I, Hsinchu Science Park, Hsinchu (Meeting Room 101 of the Allied Association for Science Park Industries) Taiwan Agenda: To discuss 2023 Business Report; to discuss Audit Committee's Review Report; to discuss Report on the 2023 distribution results of profit-sharing bonuses for employees and directors; to discuss Ratification of the 2023 Business Report and Financial Statements; and to discuss Ratification of the proposal for distribution of 2023 profits.
お知らせ • Jan 21Wistron Neweb Corporation Provides Revenue Guidance for the Year 2024Wistron NeWeb Corporation provided revenue guidance for the year 2024. The company expects revenue for 2024 will approach TWD 120 billion.
お知らせ • Dec 21Wistron NeWeb Corporation Announces Accounting Officer Changes, Effective January 1, 2024Wistron NeWeb Corporation announced the Board of Directors' resolution to change the company's accounting officer. Name, title, and resume of the previous position holder: Jona Song, Chief Financial Officer, Wistron NeWeb Corporation. Name, title, and resume of the new position holder: Fion Guan, Chief Accounting Officer, Wistron NeWeb Corporation. Reason for the change: Position adjustment. Effective date: January 1, 2024. Jona Song, Chief Financial Officer of Wistron NeWeb Corporation, will no longer serve as acting accounting officer starting January 1, 2024. Date of occurrence of the change: December 20, 2023.
Price Target Changed • Dec 12Price target increased by 10% to NT$146Up from NT$133, the current price target is an average from 5 analysts. New target price is 5.9% below last closing price of NT$156. Stock is up 83% over the past year. The company is forecast to post earnings per share of NT$9.09 for next year compared to NT$7.93 last year.
お知らせ • Nov 11Wistron NeWeb Corporation announced that it expects to receive TWD 679.922478 million in funding from Wistron CorporationWistron NeWeb Corporation announced a private placement of 6,414,363 common shares at an issue price of TWD 106 per share for the gross proceeds of TWD 679,922,478 on November 9, 2023. The transaction will include participation from new investor Wistron Corporation. The transaction has been approved by the shareholders of the company.
Major Estimate Revision • Nov 09Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from NT$108.1b to NT$109.7b. EPS estimate increased from NT$8.02 to NT$9.28 per share. Net income forecast to grow 11% next year vs 15% growth forecast for Communications industry in Taiwan. Consensus price target up from NT$133 to NT$137. Share price was steady at NT$137 over the past week.
Reported Earnings • Nov 03Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: NT$3.31 (up from NT$3.13 in 3Q 2022). Revenue: NT$29.2b (up 10% from 3Q 2022). Net income: NT$1.41b (up 15% from 3Q 2022). Profit margin: 4.8% (up from 4.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) also surpassed analyst estimates by 58%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 02Wistron NeWeb Corporation Announces Establishment of Nominating CommitteeWistron NeWeb Corporation announced the Board of Directors' resolution to establish the Nominating Committee. Name of the new position holder: Haydn Hsieh; Frank F.C. Lin; T. Y. Lay; Karen Hsin and Lillian Chao. Resume of the new position holder: Haydn Hsieh: Chairman & CSO of the company; Frank F.C. Lin: Director of the company; T. Y. Lay: Independent Director of the company; Karen Hsin: Independent Director of the company; and Lillian Chao: Independent Director of the company. Reason for the change: The Company established the Nominating Committee. Effective date of the new member: November 1, 2023. Date of occurrence of the change: November 1, 2023.
お知らせ • Oct 13Wistron NeWeb Corporation announced that it expects to receive TWD 4 billion in fundingWistron NeWeb Corporation announced a private placement of 40,000,000 common shares at an issue price of TWD 100 per share for the gross proceeds of TWD 4,000,000,000 on October 12, 2023. The transaction has been approved by the shareholders of the company. The transaction is expected to close between November 20, 2023 and November 24, 2023.
Price Target Changed • Sep 01Price target increased by 17% to NT$133Up from NT$113, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of NT$130. Stock is up 55% over the past year. The company is forecast to post earnings per share of NT$8.05 for next year compared to NT$7.93 last year.
New Risk • Aug 04New 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: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.2% average weekly change). Shareholders have been diluted in the past year (5.3% increase in shares outstanding).
Reported Earnings • Aug 02Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: NT$2.28 (up from NT$1.43 in 2Q 2022). Revenue: NT$26.6b (up 32% from 2Q 2022). Net income: NT$946.4m (up 69% from 2Q 2022). Profit margin: 3.6% (up from 2.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jul 18Price target increased by 15% to NT$106Up from NT$92.20, the current price target is an average from 5 analysts. New target price is 9.2% below last closing price of NT$117. Stock is up 63% over the past year. The company is forecast to post earnings per share of NT$7.53 for next year compared to NT$7.93 last year.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$121, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Communications industry in Taiwan. Total returns to shareholders of 97% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$133 per share.
Board Change • Jul 07Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Rosie Yu was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jul 05Upcoming dividend of NT$4.84 per share at 4.6% yieldEligible shareholders must have bought the stock before 12 July 2023. Payment date: 03 August 2023. Payout ratio is a comfortable 58% but the company is not cash flow positive. Trailing yield: 4.6%. Lower than top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.0%).
Reported Earnings • Jul 03First quarter 2023 earnings: EPS misses analyst expectationsFirst quarter 2023 results: EPS: NT$1.43 (up from NT$0.77 in 1Q 2022). Revenue: NT$25.3b (up 30% from 1Q 2022). Net income: NT$575.3m (up 91% from 1Q 2022). Profit margin: 2.3% (up from 1.6% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
New Risk • Jun 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (34% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (5.3% increase in shares outstanding).
お知らせ • Jun 08+ 2 more updatesWistron NeWeb Corporation Announces Executive ChangesWistron NeWeb Corporation at the Annual Shareholders Meeting held on June 07, 2023 approved election of WNC 11th Board of Directors the elected members are: Director: Haydn Hsieh; Director: Philip Peng; Independent Director: Lillian Chao; Independent Director: Rosie Yu.
Major Estimate Revision • May 18Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from NT$8.37 to NT$7.42 per share. Revenue forecast steady at NT$105.8b. Net income forecast to shrink 4.7% next year vs 6.9% growth forecast for Communications industry in Taiwan . Consensus price target down from NT$110 to NT$97.40. Share price was steady at NT$84.30 over the past week.
Price Target Changed • May 17Price target decreased by 10% to NT$98.80Down from NT$110, the current price target is an average from 5 analysts. New target price is 17% above last closing price of NT$84.10. Stock is up 32% over the past year. The company is forecast to post earnings per share of NT$8.06 for next year compared to NT$7.93 last year.
Reported Earnings • May 12First quarter 2023 earnings: EPS misses analyst expectationsFirst quarter 2023 results: EPS: NT$1.43 (up from NT$0.77 in 1Q 2022). Revenue: NT$25.3b (up 30% from 1Q 2022). Net income: NT$575.3m (up 91% from 1Q 2022). Profit margin: 2.3% (up from 1.6% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$104, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Communications industry in Taiwan. Total returns to shareholders of 112% over the past three years.
Reported Earnings • Mar 14Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: NT$7.93 (up from NT$3.15 in FY 2021). Revenue: NT$95.3b (up 42% from FY 2021). Net income: NT$3.12b (up 153% from FY 2021). Profit margin: 3.3% (up from 1.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 4.1%. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 19% per year.
Price Target Changed • Nov 16Price target increased to NT$105Up from NT$97.70, the current price target is an average from 5 analysts. New target price is 30% above last closing price of NT$81.00. Stock is up 6.4% over the past year. The company is forecast to post earnings per share of NT$7.99 for next year compared to NT$3.15 last year.
Major Estimate Revision • Nov 16Consensus EPS estimates increase by 29%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from NT$88.9b to NT$93.6b. EPS estimate increased from NT$6.20 to NT$7.99 per share. Net income forecast to grow 38% next year vs 11% growth forecast for Communications industry in Taiwan. Consensus price target of NT$103 unchanged from last update. Share price fell 4.3% to NT$81.00 over the past week.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Michael Tsai 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.
Reported Earnings • Nov 05Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: NT$3.13 (up from NT$0.85 in 3Q 2021). Revenue: NT$26.5b (up 53% from 3Q 2021). Net income: NT$1.23b (up 268% from 3Q 2021). Profit margin: 4.6% (up from 1.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.4%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year.
Major Estimate Revision • Nov 04Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from NT$88.9b to NT$91.0b. EPS estimate increased from NT$6.20 to NT$6.88 per share. Net income forecast to grow 94% next year vs 36% growth forecast for Communications industry in Taiwan. Consensus price target up from NT$97.70 to NT$103. Share price rose 2.7% to NT$83.70 over the past week.
Price Target Changed • Oct 15Price target increased to NT$97.70Up from NT$88.70, the current price target is an average from 5 analysts. New target price is 12% above last closing price of NT$87.60. Stock is up 24% over the past year. The company is forecast to post earnings per share of NT$6.07 for next year compared to NT$3.15 last year.
Major Estimate Revision • Aug 11Consensus EPS estimates increase by 25%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from NT$82.9b to NT$84.8b. EPS estimate increased from NT$4.49 to NT$5.60 per share. Net income forecast to grow 62% next year vs 43% growth forecast for Communications industry in Taiwan. Consensus price target up from NT$76.70 to NT$84.30. Share price rose 7.0% to NT$81.50 over the past week.
Reported Earnings • Aug 05Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: NT$1.43 (up from NT$0.75 in 2Q 2021). Revenue: NT$20.2b (up 30% from 2Q 2021). Net income: NT$558.9m (up 92% from 2Q 2021). Profit margin: 2.8% (up from 1.9% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 48%. Over the next year, revenue is forecast to grow 19%, compared to a 20% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Price Target Changed • Aug 05Price target increased to NT$84.30Up from NT$76.70, the current price target is an average from 5 analysts. New target price is 6.7% above last closing price of NT$79.00. Stock is up 9.0% over the past year. The company is forecast to post earnings per share of NT$5.26 for next year compared to NT$3.15 last year.
Upcoming Dividend • Jul 06Upcoming dividend of NT$2.10 per shareEligible shareholders must have bought the stock before 13 July 2022. Payment date: 04 August 2022. Payout ratio is a comfortable 65% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (6.6%). In line with average of industry peers (3.4%).
お知らせ • May 21Wistron NeWeb Ordinary Shs to Be Deleted from Other OTCWistron NeWeb Corporation Ordinary Shs (Taiwan) will be deleted from Other OTC effective from May 23, 2022, due to Inactive Security.
Price Target Changed • May 12Price target decreased to NT$77.70Down from NT$84.08, the current price target is an average from 5 analysts. New target price is 22% above last closing price of NT$63.80. The company is forecast to post earnings per share of NT$4.82 for next year compared to NT$3.15 last year.
Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$62.80, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Communications industry in Taiwan. Total returns to shareholders of 2.2% over the past three years.
Reported Earnings • May 08First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: NT$0.77 (up from NT$0.70 in 1Q 2021). Revenue: NT$19.5b (up 27% from 1Q 2021). Net income: NT$301.9m (up 10% from 1Q 2021). Profit margin: 1.6% (down from 1.8% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.0%. Earnings per share (EPS) missed analyst estimates by 6.7%. Over the next year, revenue is forecast to grow 17%, compared to a 17% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Michael Tsai 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.