View ValuationWiwynn 将来の成長Future 基準チェック /56Wiwynn利益と収益がそれぞれ年間21.7%と28.9%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43% 21.5%なると予測されています。主要情報21.7%収益成長率21.48%EPS成長率Tech 収益成長21.6%収益成長率28.9%将来の株主資本利益率43.02%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 • Nov 17Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from NT$868.3b to NT$908.1b. EPS estimate increased from NT$239 to NT$266 per share. Net income forecast to grow 24% next year vs 29% growth forecast for Tech industry in Taiwan. Consensus price target up from NT$4,504 to NT$5,228. Share price was steady at NT$4,360 over the past week.Price Target Changed • Nov 10Price target increased by 7.2% to NT$4,828Up from NT$4,504, the current price target is an average from 16 analysts. New target price is 12% above last closing price of NT$4,295. Stock is up 106% over the past year. The company is forecast to post earnings per share of NT$266 for next year compared to NT$127 last year.Price Target Changed • Oct 27Price target increased by 7.2% to NT$4,504Up from NT$4,201, the current price target is an average from 16 analysts. New target price is 11% above last closing price of NT$4,055. Stock is up 106% over the past year. The company is forecast to post earnings per share of NT$239 for next year compared to NT$127 last year.Price Target Changed • Oct 24Price target increased by 8.6% to NT$4,459Up from NT$4,108, the current price target is an average from 16 analysts. New target price is 8.6% above last closing price of NT$4,105. Stock is up 107% over the past year. The company is forecast to post earnings per share of NT$237 for next year compared to NT$127 last year.Price Target Changed • Oct 21Price target increased by 7.7% to NT$4,295Up from NT$3,989, the current price target is an average from 16 analysts. New target price is 5.5% above last closing price of NT$4,070. Stock is up 101% over the past year. The company is forecast to post earnings per share of NT$234 for next year compared to NT$127 last year.Price Target Changed • Aug 12Price target increased by 13% to NT$3,704Up from NT$3,265, the current price target is an average from 16 analysts. New target price is 13% above last closing price of NT$3,280. Stock is up 68% over the past year. The company is forecast to post earnings per share of NT$226 for next year compared to NT$127 last year.すべての更新を表示Recent updatesReported Earnings • 4hFirst quarter 2026 earnings released: EPS: NT$75.00 (vs NT$52.70 in 1Q 2025)First quarter 2026 results: EPS: NT$75.00 (up from NT$52.70 in 1Q 2025). Revenue: NT$276.5b (up 62% from 1Q 2025). Net income: NT$14.1b (up 44% from 1Q 2025). Profit margin: 5.1% (down from 5.7% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$4,350, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Tech industry in Taiwan. Total returns to shareholders of 319% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$2,092 per share.お知らせ • Mar 17Wiwynn Showcases NVIDIA Vera Rubin NVL72 AI Factory Infrastructure At NVIDIA GTC 2026Wiwynn is showcasing the latest NVIDIA-powered AI solutions, developed in collaboration with Wistron, at GTC 2026 (Booth #1121). From board-level innovation to rack-scale integration and validation, Wiwynn's end-to-end expertise in accelerated computing, storage, and liquid cooling delivers future-ready AI factories with breakthrough performance, exceptional energy efficiency, and faster time-to-value. Technology highlights NVIDIA Vera Rubin NVL72: Wiwynn and Wistron are among the first in line with readiness for the fully liquid-cooled, rack-scale platform unifying 72 NVIDIA Rubin GPUs and 36 NVIDIA Vera CPUs. Optimized for frontier AI model training, inference and reasoning, the platform delivers up to 10X higher performance per watt through extreme co-design —delivering breakthrough performance and efficiency for AI factories. NVIDIA HGX Rubin NVL8: A top-tier modular accelerated computing platform—a fanless, high-density 2U system with eight NVIDIA Rubin GPUs and 100% liquid cooling to achieve remarkable PUE. Scales from 8 to 16 systems per rack over NVIDIA Spectrum-X Ethernet or NVIDIA Quantum-X800 InfiniBand, adapting to evolving compute needs at scale. NVIDIA RTX PRO Server: A compact 2U Arm-based platform that pairs dual NVIDIA Vera CPUs with two NVIDIA RTX PRO 4500 Blackwell Server Edition GPUs (32GB GDDR7 each) to power neural rendering and AI-driven design. Storage-Next: Part of NVIDIA's Storage-Next initiative, the GPU-initiated storage architecture leverages NVIDIA SCADA to directly orchestrate I/O across a 96-drive NVMe array via the GPU, delivering ultra-high IOPS, sub-millisecond tail latencies and petabyte-class density for GNN, LLM inference, and RAG. Direct liquid cooling, integrated per-drive telemetry and multi-zone leak detection enable high efficiency and hot-serviceability. Session at GTC 2026 Topic: Build an AI-Ready Data Center: Practical Insights from YTL, Wiwynn, and NVIDIA March 19, 2026, 10:00–10:40 a.m. PT A deep dive into L11–L12 co-engineering—from rack delivery to cluster acceptance—accelerating deployments and optimizing thermals, power, and serviceability.お知らせ • Mar 02Wiwynn Corporation, Annual General Meeting, May 25, 2026Wiwynn Corporation, Annual General Meeting, May 25, 2026. Location: 2 floor building. c no,94, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city TaiwanReported Earnings • Feb 27Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: NT$275 (up from NT$127 in FY 2024). Revenue: NT$950.7b (up 164% from FY 2024). Net income: NT$51.1b (up 124% from FY 2024). Profit margin: 5.4% (down from 6.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 1.7%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Feb 25Now 22% overvaluedOver the last 90 days, the stock has fallen 8.9% to NT$4,055. The fair value is estimated to be NT$3,311, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 95% in 2 years. Earnings are forecast to grow by 57% in the next 2 years.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$3,910, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Tech industry in Taiwan. Total returns to shareholders of 445% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$3,420 per share.お知らせ • Nov 18Wiwynn Delivers Best MLPerf Training v5.1 (Closed) Llama 2 70B LoRA Results at YTL Malaysia Data CenterWiwynn announced best results in the MLPerf®? Training v5.1 Llama 2 70B LoRA benchmark (Closed division), earning best performance on both 1x and 8x NVIDIA GB200 NVL72 configurations. The submissions were executed on production systems already deployed by YTL AI Cloud, spanning a 1-rack NVIDIA GB200 NVL72 (with 72 NVIDIA BlackwellGPUs) and an 8-rack NVIDIA GB200NVL72 integrating 576 GPUs-- demonstrating leadership from single-rack to multi-rack scale. The verified MLPerf scores highlight Wiwynn's strengths in system design, manufacturing, liquid cooling, multi-rack integration, and hardware/software co-optimization, combined with YTL's excellence in AI infrastructure integration and operations. Together, the partners demonstrate how close collaboration between system manufacturers and data center operators can deliver production-grade, benchmark-verified AI training performance.Major Estimate Revision • Nov 17Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from NT$868.3b to NT$908.1b. EPS estimate increased from NT$239 to NT$266 per share. Net income forecast to grow 24% next year vs 29% growth forecast for Tech industry in Taiwan. Consensus price target up from NT$4,504 to NT$5,228. Share price was steady at NT$4,360 over the past week.Buy Or Sell Opportunity • Nov 14Now 21% undervaluedOver the last 90 days, the stock has risen 28% to NT$4,290. The fair value is estimated to be NT$5,428, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 76% in 2 years. Earnings are forecast to grow by 42% in the next 2 years.Price Target Changed • Nov 10Price target increased by 7.2% to NT$4,828Up from NT$4,504, the current price target is an average from 16 analysts. New target price is 12% above last closing price of NT$4,295. Stock is up 106% over the past year. The company is forecast to post earnings per share of NT$266 for next year compared to NT$127 last year.Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$82.92 (vs NT$34.36 in 3Q 2024)Third quarter 2025 results: EPS: NT$82.92 (up from NT$34.36 in 3Q 2024). Revenue: NT$266.8b (up 173% from 3Q 2024). Net income: NT$15.4b (up 144% from 3Q 2024). Profit margin: 5.8% (down from 6.5% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Tech 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 increased by 71% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Oct 27Price target increased by 7.2% to NT$4,504Up from NT$4,201, the current price target is an average from 16 analysts. New target price is 11% above last closing price of NT$4,055. Stock is up 106% over the past year. The company is forecast to post earnings per share of NT$239 for next year compared to NT$127 last year.Price Target Changed • Oct 24Price target increased by 8.6% to NT$4,459Up from NT$4,108, the current price target is an average from 16 analysts. New target price is 8.6% above last closing price of NT$4,105. Stock is up 107% over the past year. The company is forecast to post earnings per share of NT$237 for next year compared to NT$127 last year.Price Target Changed • Oct 21Price target increased by 7.7% to NT$4,295Up from NT$3,989, the current price target is an average from 16 analysts. New target price is 5.5% above last closing price of NT$4,070. Stock is up 101% over the past year. The company is forecast to post earnings per share of NT$234 for next year compared to NT$127 last year.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$4,070, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Tech industry in Taiwan. Total returns to shareholders of 597% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$5,770 per share.お知らせ • Oct 14Wiwynn Debuts Double-Wide Rack Architecture for Next-Generation AI at OCP Global Summit 2025Wiwynn unveiled its double-wide rack architecture to address the industry shift toward larger, higher-power AI chips at the OCP Global Summit 2025 (Booth B13, San Jose Convention Center). The architecture brings together an HVDC power rack and busbar, advanced liquid cooling, and a signal-integ integrity-optimized compute/switch layout to tackle data transmission, power delivery, thermal, and mechanical challenges in high-density computing--propelling the future of AI and turning ideas into impact. Double-Wide Rack: Doubles the width of traditional rack to accommodate growing chip/module footprints as compute demand rises. The double-wide compute tray places four large AI accelerators side by side, supporting chips scaling to 9.5-reticle with 12x HBM and substrates up to 120 x 150 mm. The design reserves on-board high-speed interconnects and signal integrity while reducing cable routing and signal loss. It is co-designed with the switch tray configuration to ensure high-speed signal quality in scale-up scenarios. The compute and switch trays use an advanced mechanical design with a reinforced chassis to prevent sagging. The new architecture is engineered to accommodate next-generation accelerators such as AMD Instinct™? MI400 Series GPUs, enabling rack scale performance for frontier AI training and inference. HVDC power: To meet surging rack-level power density, the architecture adopts HVDC power delivery. A HVDC power rack converts AC to +-400/800 VDC and distributes it to IT racks next to it via vertical and horizontal busbars and connectors, significantly reducing distribution losses while boosting energy efficiency and scalability. With ecosystem partners, Wiwynn offers +-400/800 V DC and 50 VDC busbar options and the required power delivery boards (PDBs) to flexibly support data center needs. Liquid-cooled Busbar: Engineered for high-current busbars, integrating liquid cooling to control temperature and reliability, improving safety and stability. Supports Wiwynn's in-house design with flexible inlet/outlet configurations to fit diverse data center liquid-cooling loops, while also supporting multi-vendor solutions. Advanced Liquid Cooling Solutions: Targeting 4 kW class chip thermal capability, the portfolio includes high-efficiency cold plates, AALC, in-row CDUs, and liquid-cooling management. It balances reliability, serviceability, and scalability to deliver efficient, sustainable cooling for AI/HPC workloads.Buy Or Sell Opportunity • Sep 26Now 21% undervaluedOver the last 90 days, the stock has risen 21% to NT$3,050. The fair value is estimated to be NT$3,839, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 77% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$3,350, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Tech industry in Taiwan. Total returns to shareholders of 382% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$5,582 per share.Price Target Changed • Aug 12Price target increased by 13% to NT$3,704Up from NT$3,265, the current price target is an average from 16 analysts. New target price is 13% above last closing price of NT$3,280. Stock is up 68% over the past year. The company is forecast to post earnings per share of NT$226 for next year compared to NT$127 last year.Reported Earnings • Aug 09Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: NT$65.23 (up from NT$26.85 in 2Q 2024). Revenue: NT$220.7b (up 185% from 2Q 2024). Net income: NT$12.1b (up 158% from 2Q 2024). Profit margin: 5.5% (down from 6.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.4%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jun 17Upcoming dividend of NT$74.00 per shareEligible shareholders must have bought the stock before 24 June 2025. Payment date: 17 July 2025. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (3.7%).Declared Dividend • May 31Dividend increased to NT$74.00Dividend of NT$74.00 is 76% higher than last year. Ex-date: 24th June 2025 Payment date: 17th July 2025 Dividend yield will be 3.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 43% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 30+ 1 more updateWiwynn Corporation Approves Cash Dividend, Payable on July 27, 2025Wiwynn Corporation approved cash dividend of TWD 74 per share, totally TWD 13,752,218,534 allocated for cash dividend, payable on Ex-rights (ex-dividend) trading date: June 24, 2025, Last date before book closure: June 25, 2025, Book closure starting date: June 26, 2025, Book closure ending date: June 30, 2025, Ex-rights (ex-dividend) record date: June 30, 2025, Payment date of common stock cash dividend distribution: July 27, 2025. Date of the resolution by the board of directors or shareholders meeting or decision by the Company: May 29, 2025.お知らせ • May 20+ 1 more updateFabric8labs to Showcase Ecam Enabled Cold Plate with Wiwynn At Computex 2025 for Best-In-Class Liquid Cooled Ai Data CentersFabric8Labs, Inc. announced a collaboration with Wiwynn, an innovative cloud IT infrastructure provider for data centers, to demonstrate advanced cold plates, utilizing ECAM technology, at Computex 2025, taking place May 20-23 at Taipei Nangang Exhibition Center, Hall 1, for next-generation AI data centers. This collaboration brings together Fabric8Labs' breakthrough additive manufacturing technology with Wiwynn's leadership in high-performance, energy-efficient server and rack solutions to address the escalating thermal challenges posed by high power density silicon and AI workloads.Leveraging Fabric8Labs' proprietary ECAM process, the companies are introducing highly customized cold plates engineered to match the power maps of advanced AI accelerators. These solutions feature parametrically optimized fin structures that direct coolant flow to thermal hot spots, delivering optimized thermal-hydraulic performance, uniform die temperature distribution, and thermal performance enhancements 48% better than traditional skived microchannel technologies.By integrating ECAM-enabled components, Wiwynn's systems are designed to meet the rising demands of AI infrastructure, offering best-in-class cooling, improved device reliability, and a lower total cost of ownership.Reported Earnings • May 09First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$52.70 (up from NT$26.92 in 1Q 2024). Revenue: NT$170.7b (up 145% from 1Q 2024). Net income: NT$9.79b (up 108% from 1Q 2024). Profit margin: 5.7% (down from 6.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 01Wiwynn Corporation to Report Q1, 2025 Results on May 08, 2025Wiwynn Corporation announced that they will report Q1, 2025 results on May 08, 2025Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$1,910, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Tech industry in Taiwan. Total returns to shareholders of 115% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$2,526 per share.New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.8% average weekly change). High level of non-cash earnings (114% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Mar 19+ 3 more updatesWiwynn to Highlight Its AI Servers, Developed in Collaboration with Wistron, Powered by the Nvidia Blackwell Ultra Platform at GTCWiwynn, is showcasing its latest innovations at GTC 2025 (booth #1804). Wiwynn will highlight its AI servers, developed in collaboration with Wistron, powered by the NVIDIA Blackwell Ultra platform. Additionally, Wiwynn will have its advanced rack-level liquid cooling management system, UMS100L, on display demonstrating leadership in AI GPU servers to address the growing demand of computing and cooling capabilities in the era of GenAI. Key highlights include: NVIDIA GB300 NVL72: Wiwynn and Wistron are among the first in line with NVIDIA GB300 NVL72 readiness. Accelerated by NVIDIA Blackwell Ultra with increased AI FLOPS and over 20TB of HBM3e memory, GB300 NVL72 leads the new era of AI and the next wave of accelerated computing. Featuring the cutting-edge fully liquid cooling design, NVIDIA ConnectX®-8 SuperNIC and the networking platform integration of NVIDIA Quantum-X800 InfiniBand and NVIDIA Spectrum-X™ Ethernet, GB300 NVL72 achieve superior rack-level thermal efficiency and AI computing acceleration, unleashing the optimal performance to enable breakthrough performance for AI reasoning, agentic AI and video inference applications. NVIDIA HGX™ B300 NVL16: debut a brand-new 10U HGX system built with NVIDIA Blackwell Ultra based HGX™ B300 NVL16, leads the new era of AI with optimized compute and increased memory, delivering breakthrough performance. By supporting power delivery options of both power supply units (PSU) and busbars, Wiwynn and Wistron enable datacenters to deploy this cutting-edge solution rapidly within their existing infrastructure. NVIDIA Spectrum-4: Building on the extensive development of optimized Ethernet connectivity solutions with the NVIDIA Spectrum-4 MAC, the companies are showcasing the revolutionary NVIDIA Spectrum-X™ Ethernet for AI networking platform with integration of SONiC and NVIDIA® Cumulus®. The innovative network solution is designed to power multi-tenant, hyperscale AI clouds through advanced Ethernet connectivity and enable flexibility of usage scenarios for datacenters. UMS100L: the purpose-built rack-level liquid cooling management system is designed for DLC racks, immersion cooling tanks, and data center facilities, compatible with various in-row CDUs and sidecars. It features advanced leakage detection, real-time monitoring, and rapid containment capabilities, ensuring the safety of critical equipment and data-driven decisions for datacenters.お知らせ • Mar 14Wiwynn Corporation Announces the Resignation of Sunlai Chang as Natural-Person Director, Effective May 29, 2025Wiwynn Corporation received the resignation letter from natural-person director Sunlai Chang on March 11, 2025. The effective date of the resignation is May 29, 2025. Resume of the previous position holder: Director of Wiwynn Corporation. Original term from May 29, 2023 to May 28, 2026. Reason for the change: Personal circumstances. The election of the new independent director will be held at 2025 shareholders' meeting.Board Change • Mar 13Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Charles Kau was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Mar 03Wiwynn Corporation, Annual General Meeting, May 29, 2025Wiwynn Corporation, Annual General Meeting, May 29, 2025. Location: 2 floor building. c no,94, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city TaiwanReported Earnings • Mar 01Full year 2024 earnings released: EPS: NT$127 (vs NT$68.88 in FY 2023)Full year 2024 results: EPS: NT$127 (up from NT$68.88 in FY 2023). Revenue: NT$360.5b (up 49% from FY 2023). Net income: NT$22.8b (up 89% from FY 2023). Profit margin: 6.3% (up from 5.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 21Wiwynn Corporation Announces Resignation of Steven Lu as Natural-Person Director, Effective May 29, 2025Wiwynn Corporation announced resignation of the company's natural-person director. Title and name of the previous position holder: Director/Steven Lu; Resume of the previous position holder: Director of Wiwynn Corporation. Reason for the change: Personal circumstances. The effective date of the resignation is May 29, 2025.お知らせ • Feb 20Wiwynn Corporation to Report Fiscal Year 2024 Results on Feb 27, 2025Wiwynn Corporation announced that they will report fiscal year 2024 results on Feb 27, 2025New Risk • Feb 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.2% average weekly change). High level of non-cash earnings (58% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$2,325, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Tech industry in Taiwan. Total returns to shareholders of 135% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$4,440 per share.New Risk • Dec 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.0% average weekly change). High level of non-cash earnings (58% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (6.3% increase in shares outstanding).Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$2,320, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Tech industry in Taiwan. Total returns to shareholders of 135% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$3,398 per share.Reported Earnings • Nov 15Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: NT$34.36 (up from NT$14.96 in 3Q 2023). Revenue: NT$97.8b (up 85% from 3Q 2023). Net income: NT$6.33b (up 142% from 3Q 2023). Profit margin: 6.5% (up from 5.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) also surpassed analyst estimates by 6.8%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 06Wiwynn Corporation to Report Q3, 2024 Results on Nov 13, 2024Wiwynn Corporation announced that they will report Q3, 2024 results on Nov 13, 2024Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$1,990, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Tech industry in Taiwan. Total returns to shareholders of 178% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$3,628 per share.New Risk • Oct 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.3% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.8% average weekly change). Shareholders have been diluted in the past year (6.3% increase in shares outstanding).Reported Earnings • Aug 10Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: NT$26.85 (up from NT$14.96 in 2Q 2023). Revenue: NT$77.5b (up 38% from 2Q 2023). Net income: NT$4.69b (up 80% from 2Q 2023). Profit margin: 6.1% (up from 4.6% 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 1.7%. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 02Wiwynn Corporation to Report Q2, 2024 Results on Aug 08, 2024Wiwynn Corporation announced that they will report Q2, 2024 results on Aug 08, 2024Declared Dividend • May 27Dividend reduced to NT$42.00Dividend of NT$42.00 is 16% lower than last year. Ex-date: 11th June 2024 Payment date: 10th July 2024 Dividend yield will be 1.5%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 57% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 109% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 25Wiwynn Corporation Approves Cash Dividend, Payable on July 10, 2024Wiwynn Corporation announced at shareholders meeting held on May 24, 2024, approved cash dividend of TWD 42 per share, totally TWD 7,343,313,222 allocated for cash dividend. Ex-rights (ex-dividend) trading date: June 11, 2024. Ex-rights (ex-dividend) record date: June 17, 2024. Payment date of common stock cash dividend distribution: July 10, 2024.お知らせ • May 24+ 1 more updateWiwynn Corporation Announces the Resignation of Sunlai Chang as CEOWiwynn Corporation announced the resignation of Sunlai Chang as CEO. Resume of the previous position holder: President & CEO of Wiwynn. Reason for the change: Due to health reasons, President & CEO, Sunlai his position was reassigned. Date of the board of directors resolution or date of occurrence of the change: May 22, 2024.Reported Earnings • May 10First quarter 2024 earnings released: EPS: NT$26.92 (vs NT$18.86 in 1Q 2023)First quarter 2024 results: EPS: NT$26.92 (up from NT$18.86 in 1Q 2023). Revenue: NT$69.6b (down 6.2% from 1Q 2023). Net income: NT$4.71b (up 43% from 1Q 2023). Profit margin: 6.8% (up from 4.4% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 01Wiwynn Corporation to Report Q1, 2024 Results on May 07, 2024Wiwynn Corporation announced that they will report Q1, 2024 results on May 07, 2024Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$2,575, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 19x in the Tech industry in Taiwan. Total returns to shareholders of 254% over the past three years.Price Target Changed • Mar 02Price target increased by 7.2% to NT$2,603Up from NT$2,427, the current price target is an average from 17 analysts. New target price is approximately in line with last closing price of NT$2,500. Stock is up 173% over the past year. The company is forecast to post earnings per share of NT$108 for next year compared to NT$68.88 last year.New Risk • Mar 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.6% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Price Target Changed • Feb 29Price target increased by 7.4% to NT$2,606Up from NT$2,427, the current price target is an average from 16 analysts. New target price is 12% above last closing price of NT$2,330. Stock is up 149% over the past year. The company is forecast to post earnings per share of NT$103 for next year compared to NT$68.88 last year.Reported Earnings • Feb 28Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: NT$68.88 (down from NT$81.07 in FY 2022). Revenue: NT$241.9b (down 17% from FY 2022). Net income: NT$12.0b (down 15% from FY 2022). Profit margin: 5.0% (up from 4.8% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 2.0%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 27Wiwynn Corporation, Annual General Meeting, May 24, 2024Wiwynn Corporation, Annual General Meeting, May 24, 2024. Location: Conference Room on the 2nd Floor, Building C, Oriental Science Park (2F., No. 94, Sec. 1, Xintai 5th Rd., Xizhi Dist New Taipei City Taiwan Agenda: To Report the business of 2023; to consider Audit Committee's review report; to consider Report 2023 employees' profit sharing and directors' compensation; to consider Ratification of the Business Report and Financial Statements of 2023; to consider Ratification of the proposal for distribution of 2023 profits; and to discuss other matters.Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$2,185, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the Tech industry in Taiwan. Total returns to shareholders of 186% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$2,149 per share.Price Target Changed • Jan 20Price target increased by 7.3% to NT$2,301Up from NT$2,143, the current price target is an average from 16 analysts. New target price is 16% above last closing price of NT$1,990. Stock is up 154% over the past year. The company is forecast to post earnings per share of NT$67.15 for next year compared to NT$81.07 last year.Reported Earnings • Nov 08Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: NT$14.96 (down from NT$24.68 in 3Q 2022). Revenue: NT$52.8b (down 34% from 3Q 2022). Net income: NT$2.62b (down 39% from 3Q 2022). Profit margin: 5.0% (down from 5.4% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) also missed analyst estimates by 5.5%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$1,770, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Tech industry in Taiwan. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$802 per share.Price Target Changed • Aug 09Price target increased by 8.1% to NT$1,915Up from NT$1,770, the current price target is an average from 16 analysts. New target price is 13% above last closing price of NT$1,690. Stock is up 136% over the past year. The company is forecast to post earnings per share of NT$68.71 for next year compared to NT$81.07 last year.Reported Earnings • Aug 08Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: NT$14.96 (down from NT$20.38 in 2Q 2022). Revenue: NT$56.3b (down 25% from 2Q 2022). Net income: NT$2.62b (down 27% from 2Q 2022). Profit margin: 4.6% (down from 4.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 9.6%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$1,555, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Tech industry in Taiwan. Total returns to shareholders of 122% over the past three years.Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 29%After last week's 29% share price gain to NT$1,945, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 23x in the Tech industry in Taiwan. Total returns to shareholders of 188% over the past three years.Price Target Changed • Jul 12Price target increased by 8.9% to NT$1,445Up from NT$1,328, the current price target is an average from 15 analysts. New target price is 17% below last closing price of NT$1,735. Stock is up 157% over the past year. The company is forecast to post earnings per share of NT$77.07 for next year compared to NT$81.07 last year.Price Target Changed • Jul 01Price target increased by 8.6% to NT$1,328Up from NT$1,223, the current price target is an average from 15 analysts. New target price is 6.5% below last closing price of NT$1,420. Stock is up 114% over the past year. The company is forecast to post earnings per share of NT$77.56 for next year compared to NT$81.07 last year.New Risk • Jul 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$1,420, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Tech 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$620 per share.お知らせ • Jun 17+ 1 more updateWiwynn Corporation Announces CEO ChangesWiwynn Corporation announced that name and resume of the previous position holder, CEO: Emily Hong/Chairperson & CEO of the Company with name and resume of the new position holder: CEO: Sunlai Chang/President of the Company. Reason for the change: The Company’s board of directors approve a resolution. Ms. Emily Hong, Chairperson & CEO,is exempt from serving as CEO,and is appointed to Chairperson & CSO. Mr. Sunlai Chang, President,is promoted to President & CEO. Effective date is June 15, 2023.お知らせ • Jun 16Wiwynn Corporation Announces Remuneration Committee ChangesWiwynn Corporation announced that name and resume of the previous position holder Cathy Han/Independent Director of Wiwynn Corporation; Charles Kau/Independent Director of Wiwynn Corporation; and Victor Cheng/Independent Director of Wiwynn Corporation with name and resume of the new position holder Simon Dzeng/Independent Director of Wiwynn Corporation; Charles Kau/Independent Director of Wiwynn Corporation; and Victor Cheng/Independent Director of Wiwynn Corporation. Effective date of the new member is June 15, 2023.Upcoming Dividend • Jun 07Upcoming dividend of NT$50.00 per share at 4.2% yieldEligible shareholders must have bought the stock before 14 June 2023. Payment date: 07 July 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (5.6%). In line with average of industry peers (4.4%).お知らせ • May 30Wiwynn Corporation Announces Change of ChairpersonWiwynn Corporation announced appointment of Emily Hong as chairperson in place of Simon Lin. Effective date of the new appointment is May 29, 2023.業績と収益の成長予測TWSE:6669 - 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12/31/20282,326,460100,18383,77792,485912/31/20271,873,20383,66641,37540,8441312/31/20261,293,86864,45143,83359,316183/31/20261,056,51655,439-8,3409,082N/A12/31/2025950,66351,118-14,556-624N/A9/30/2025773,83644,374-16,485-6,378N/A6/30/2025604,83135,291-31,681-22,384N/A3/31/2025461,56827,862-43,144-37,154N/A12/31/2024360,54122,776-25,101-19,993N/A9/30/2024303,47719,244-9,266-4,403N/A6/30/2024258,47615,53114,52319,289N/A3/31/2024237,30313,45318,22523,534N/A12/31/2023241,90112,04418,06123,060N/A9/30/2023270,79112,479-2,5082,045N/A6/30/2023297,64714,18012,76516,479N/A3/31/2023316,39615,12719,46421,754N/A12/31/2022292,87614,17529,08930,678N/A9/30/2022262,31612,83834,42835,241N/A6/30/2022227,90510,5492,4353,165N/A3/31/2022204,0419,295-2,884-2,254N/A12/31/2021192,6268,648-14,799-14,212N/A9/30/2021188,2618,766-1,923-1,309N/A6/30/2021190,2038,985-2,697-2,146N/A3/31/2021191,0818,8461,6612,290N/A12/31/2020186,9288,61013,47514,092N/A9/30/2020183,9687,826-9,593-8,814N/A6/30/2020170,1096,9491,1822,107N/A3/31/2020160,3016,4382,1633,001N/A12/31/2019163,6006,169N/A7,905N/A9/30/2019160,6705,502N/A12,638N/A6/30/2019175,8455,644N/A2,286N/A3/31/2019179,9495,721N/A-1,723N/A12/31/2018181,0655,578N/A-10,162N/A9/30/2018165,6144,691N/A-3,056N/A6/30/2018139,9973,534N/A412N/A3/31/2018114,8432,150N/A-1,409N/A12/31/201785,6751,208N/A4,212N/A9/30/201764,021874N/A-4,097N/A6/30/201750,636581N/A-1,914N/A3/31/201735,774326N/A-1,459N/A12/31/201631,741311N/A-4,830N/A12/31/201510,803273N/A899N/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: 6669の予測収益成長率 (年間21.7% ) は 貯蓄率 ( 1.3% ) を上回っています。収益対市場: 6669の収益 ( 21.7% ) TW市場 ( 25.2% ) よりも低い成長が予測されています。高成長収益: 6669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: 6669の収益 ( 28.9% ) TW市場 ( 18.2% ) よりも速いペースで成長すると予測されています。高い収益成長: 6669の収益 ( 28.9% ) 20%よりも速いペースで成長すると予測されています。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: 6669の 自己資本利益率 は、3年後には非常に高くなると予測されています ( 43 %)。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 21:54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Wiwynn Corporation 18 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。23 アナリスト機関Skye ChenAletheia Analyst Network LimitedShaotang LeeBNP ParibasRobert ChengBofA Global Research20 その他のアナリストを表示
Major Estimate Revision • Nov 17Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from NT$868.3b to NT$908.1b. EPS estimate increased from NT$239 to NT$266 per share. Net income forecast to grow 24% next year vs 29% growth forecast for Tech industry in Taiwan. Consensus price target up from NT$4,504 to NT$5,228. Share price was steady at NT$4,360 over the past week.
Price Target Changed • Nov 10Price target increased by 7.2% to NT$4,828Up from NT$4,504, the current price target is an average from 16 analysts. New target price is 12% above last closing price of NT$4,295. Stock is up 106% over the past year. The company is forecast to post earnings per share of NT$266 for next year compared to NT$127 last year.
Price Target Changed • Oct 27Price target increased by 7.2% to NT$4,504Up from NT$4,201, the current price target is an average from 16 analysts. New target price is 11% above last closing price of NT$4,055. Stock is up 106% over the past year. The company is forecast to post earnings per share of NT$239 for next year compared to NT$127 last year.
Price Target Changed • Oct 24Price target increased by 8.6% to NT$4,459Up from NT$4,108, the current price target is an average from 16 analysts. New target price is 8.6% above last closing price of NT$4,105. Stock is up 107% over the past year. The company is forecast to post earnings per share of NT$237 for next year compared to NT$127 last year.
Price Target Changed • Oct 21Price target increased by 7.7% to NT$4,295Up from NT$3,989, the current price target is an average from 16 analysts. New target price is 5.5% above last closing price of NT$4,070. Stock is up 101% over the past year. The company is forecast to post earnings per share of NT$234 for next year compared to NT$127 last year.
Price Target Changed • Aug 12Price target increased by 13% to NT$3,704Up from NT$3,265, the current price target is an average from 16 analysts. New target price is 13% above last closing price of NT$3,280. Stock is up 68% over the past year. The company is forecast to post earnings per share of NT$226 for next year compared to NT$127 last year.
Reported Earnings • 4hFirst quarter 2026 earnings released: EPS: NT$75.00 (vs NT$52.70 in 1Q 2025)First quarter 2026 results: EPS: NT$75.00 (up from NT$52.70 in 1Q 2025). Revenue: NT$276.5b (up 62% from 1Q 2025). Net income: NT$14.1b (up 44% from 1Q 2025). Profit margin: 5.1% (down from 5.7% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$4,350, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Tech industry in Taiwan. Total returns to shareholders of 319% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$2,092 per share.
お知らせ • Mar 17Wiwynn Showcases NVIDIA Vera Rubin NVL72 AI Factory Infrastructure At NVIDIA GTC 2026Wiwynn is showcasing the latest NVIDIA-powered AI solutions, developed in collaboration with Wistron, at GTC 2026 (Booth #1121). From board-level innovation to rack-scale integration and validation, Wiwynn's end-to-end expertise in accelerated computing, storage, and liquid cooling delivers future-ready AI factories with breakthrough performance, exceptional energy efficiency, and faster time-to-value. Technology highlights NVIDIA Vera Rubin NVL72: Wiwynn and Wistron are among the first in line with readiness for the fully liquid-cooled, rack-scale platform unifying 72 NVIDIA Rubin GPUs and 36 NVIDIA Vera CPUs. Optimized for frontier AI model training, inference and reasoning, the platform delivers up to 10X higher performance per watt through extreme co-design —delivering breakthrough performance and efficiency for AI factories. NVIDIA HGX Rubin NVL8: A top-tier modular accelerated computing platform—a fanless, high-density 2U system with eight NVIDIA Rubin GPUs and 100% liquid cooling to achieve remarkable PUE. Scales from 8 to 16 systems per rack over NVIDIA Spectrum-X Ethernet or NVIDIA Quantum-X800 InfiniBand, adapting to evolving compute needs at scale. NVIDIA RTX PRO Server: A compact 2U Arm-based platform that pairs dual NVIDIA Vera CPUs with two NVIDIA RTX PRO 4500 Blackwell Server Edition GPUs (32GB GDDR7 each) to power neural rendering and AI-driven design. Storage-Next: Part of NVIDIA's Storage-Next initiative, the GPU-initiated storage architecture leverages NVIDIA SCADA to directly orchestrate I/O across a 96-drive NVMe array via the GPU, delivering ultra-high IOPS, sub-millisecond tail latencies and petabyte-class density for GNN, LLM inference, and RAG. Direct liquid cooling, integrated per-drive telemetry and multi-zone leak detection enable high efficiency and hot-serviceability. Session at GTC 2026 Topic: Build an AI-Ready Data Center: Practical Insights from YTL, Wiwynn, and NVIDIA March 19, 2026, 10:00–10:40 a.m. PT A deep dive into L11–L12 co-engineering—from rack delivery to cluster acceptance—accelerating deployments and optimizing thermals, power, and serviceability.
お知らせ • Mar 02Wiwynn Corporation, Annual General Meeting, May 25, 2026Wiwynn Corporation, Annual General Meeting, May 25, 2026. Location: 2 floor building. c no,94, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city Taiwan
Reported Earnings • Feb 27Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: NT$275 (up from NT$127 in FY 2024). Revenue: NT$950.7b (up 164% from FY 2024). Net income: NT$51.1b (up 124% from FY 2024). Profit margin: 5.4% (down from 6.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 1.7%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Feb 25Now 22% overvaluedOver the last 90 days, the stock has fallen 8.9% to NT$4,055. The fair value is estimated to be NT$3,311, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 95% in 2 years. Earnings are forecast to grow by 57% in the next 2 years.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$3,910, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Tech industry in Taiwan. Total returns to shareholders of 445% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$3,420 per share.
お知らせ • Nov 18Wiwynn Delivers Best MLPerf Training v5.1 (Closed) Llama 2 70B LoRA Results at YTL Malaysia Data CenterWiwynn announced best results in the MLPerf®? Training v5.1 Llama 2 70B LoRA benchmark (Closed division), earning best performance on both 1x and 8x NVIDIA GB200 NVL72 configurations. The submissions were executed on production systems already deployed by YTL AI Cloud, spanning a 1-rack NVIDIA GB200 NVL72 (with 72 NVIDIA BlackwellGPUs) and an 8-rack NVIDIA GB200NVL72 integrating 576 GPUs-- demonstrating leadership from single-rack to multi-rack scale. The verified MLPerf scores highlight Wiwynn's strengths in system design, manufacturing, liquid cooling, multi-rack integration, and hardware/software co-optimization, combined with YTL's excellence in AI infrastructure integration and operations. Together, the partners demonstrate how close collaboration between system manufacturers and data center operators can deliver production-grade, benchmark-verified AI training performance.
Major Estimate Revision • Nov 17Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from NT$868.3b to NT$908.1b. EPS estimate increased from NT$239 to NT$266 per share. Net income forecast to grow 24% next year vs 29% growth forecast for Tech industry in Taiwan. Consensus price target up from NT$4,504 to NT$5,228. Share price was steady at NT$4,360 over the past week.
Buy Or Sell Opportunity • Nov 14Now 21% undervaluedOver the last 90 days, the stock has risen 28% to NT$4,290. The fair value is estimated to be NT$5,428, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 76% in 2 years. Earnings are forecast to grow by 42% in the next 2 years.
Price Target Changed • Nov 10Price target increased by 7.2% to NT$4,828Up from NT$4,504, the current price target is an average from 16 analysts. New target price is 12% above last closing price of NT$4,295. Stock is up 106% over the past year. The company is forecast to post earnings per share of NT$266 for next year compared to NT$127 last year.
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$82.92 (vs NT$34.36 in 3Q 2024)Third quarter 2025 results: EPS: NT$82.92 (up from NT$34.36 in 3Q 2024). Revenue: NT$266.8b (up 173% from 3Q 2024). Net income: NT$15.4b (up 144% from 3Q 2024). Profit margin: 5.8% (down from 6.5% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Tech 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 increased by 71% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Oct 27Price target increased by 7.2% to NT$4,504Up from NT$4,201, the current price target is an average from 16 analysts. New target price is 11% above last closing price of NT$4,055. Stock is up 106% over the past year. The company is forecast to post earnings per share of NT$239 for next year compared to NT$127 last year.
Price Target Changed • Oct 24Price target increased by 8.6% to NT$4,459Up from NT$4,108, the current price target is an average from 16 analysts. New target price is 8.6% above last closing price of NT$4,105. Stock is up 107% over the past year. The company is forecast to post earnings per share of NT$237 for next year compared to NT$127 last year.
Price Target Changed • Oct 21Price target increased by 7.7% to NT$4,295Up from NT$3,989, the current price target is an average from 16 analysts. New target price is 5.5% above last closing price of NT$4,070. Stock is up 101% over the past year. The company is forecast to post earnings per share of NT$234 for next year compared to NT$127 last year.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$4,070, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Tech industry in Taiwan. Total returns to shareholders of 597% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$5,770 per share.
お知らせ • Oct 14Wiwynn Debuts Double-Wide Rack Architecture for Next-Generation AI at OCP Global Summit 2025Wiwynn unveiled its double-wide rack architecture to address the industry shift toward larger, higher-power AI chips at the OCP Global Summit 2025 (Booth B13, San Jose Convention Center). The architecture brings together an HVDC power rack and busbar, advanced liquid cooling, and a signal-integ integrity-optimized compute/switch layout to tackle data transmission, power delivery, thermal, and mechanical challenges in high-density computing--propelling the future of AI and turning ideas into impact. Double-Wide Rack: Doubles the width of traditional rack to accommodate growing chip/module footprints as compute demand rises. The double-wide compute tray places four large AI accelerators side by side, supporting chips scaling to 9.5-reticle with 12x HBM and substrates up to 120 x 150 mm. The design reserves on-board high-speed interconnects and signal integrity while reducing cable routing and signal loss. It is co-designed with the switch tray configuration to ensure high-speed signal quality in scale-up scenarios. The compute and switch trays use an advanced mechanical design with a reinforced chassis to prevent sagging. The new architecture is engineered to accommodate next-generation accelerators such as AMD Instinct™? MI400 Series GPUs, enabling rack scale performance for frontier AI training and inference. HVDC power: To meet surging rack-level power density, the architecture adopts HVDC power delivery. A HVDC power rack converts AC to +-400/800 VDC and distributes it to IT racks next to it via vertical and horizontal busbars and connectors, significantly reducing distribution losses while boosting energy efficiency and scalability. With ecosystem partners, Wiwynn offers +-400/800 V DC and 50 VDC busbar options and the required power delivery boards (PDBs) to flexibly support data center needs. Liquid-cooled Busbar: Engineered for high-current busbars, integrating liquid cooling to control temperature and reliability, improving safety and stability. Supports Wiwynn's in-house design with flexible inlet/outlet configurations to fit diverse data center liquid-cooling loops, while also supporting multi-vendor solutions. Advanced Liquid Cooling Solutions: Targeting 4 kW class chip thermal capability, the portfolio includes high-efficiency cold plates, AALC, in-row CDUs, and liquid-cooling management. It balances reliability, serviceability, and scalability to deliver efficient, sustainable cooling for AI/HPC workloads.
Buy Or Sell Opportunity • Sep 26Now 21% undervaluedOver the last 90 days, the stock has risen 21% to NT$3,050. The fair value is estimated to be NT$3,839, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 77% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$3,350, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Tech industry in Taiwan. Total returns to shareholders of 382% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$5,582 per share.
Price Target Changed • Aug 12Price target increased by 13% to NT$3,704Up from NT$3,265, the current price target is an average from 16 analysts. New target price is 13% above last closing price of NT$3,280. Stock is up 68% over the past year. The company is forecast to post earnings per share of NT$226 for next year compared to NT$127 last year.
Reported Earnings • Aug 09Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: NT$65.23 (up from NT$26.85 in 2Q 2024). Revenue: NT$220.7b (up 185% from 2Q 2024). Net income: NT$12.1b (up 158% from 2Q 2024). Profit margin: 5.5% (down from 6.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.4%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jun 17Upcoming dividend of NT$74.00 per shareEligible shareholders must have bought the stock before 24 June 2025. Payment date: 17 July 2025. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (3.7%).
Declared Dividend • May 31Dividend increased to NT$74.00Dividend of NT$74.00 is 76% higher than last year. Ex-date: 24th June 2025 Payment date: 17th July 2025 Dividend yield will be 3.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 43% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 30+ 1 more updateWiwynn Corporation Approves Cash Dividend, Payable on July 27, 2025Wiwynn Corporation approved cash dividend of TWD 74 per share, totally TWD 13,752,218,534 allocated for cash dividend, payable on Ex-rights (ex-dividend) trading date: June 24, 2025, Last date before book closure: June 25, 2025, Book closure starting date: June 26, 2025, Book closure ending date: June 30, 2025, Ex-rights (ex-dividend) record date: June 30, 2025, Payment date of common stock cash dividend distribution: July 27, 2025. Date of the resolution by the board of directors or shareholders meeting or decision by the Company: May 29, 2025.
お知らせ • May 20+ 1 more updateFabric8labs to Showcase Ecam Enabled Cold Plate with Wiwynn At Computex 2025 for Best-In-Class Liquid Cooled Ai Data CentersFabric8Labs, Inc. announced a collaboration with Wiwynn, an innovative cloud IT infrastructure provider for data centers, to demonstrate advanced cold plates, utilizing ECAM technology, at Computex 2025, taking place May 20-23 at Taipei Nangang Exhibition Center, Hall 1, for next-generation AI data centers. This collaboration brings together Fabric8Labs' breakthrough additive manufacturing technology with Wiwynn's leadership in high-performance, energy-efficient server and rack solutions to address the escalating thermal challenges posed by high power density silicon and AI workloads.Leveraging Fabric8Labs' proprietary ECAM process, the companies are introducing highly customized cold plates engineered to match the power maps of advanced AI accelerators. These solutions feature parametrically optimized fin structures that direct coolant flow to thermal hot spots, delivering optimized thermal-hydraulic performance, uniform die temperature distribution, and thermal performance enhancements 48% better than traditional skived microchannel technologies.By integrating ECAM-enabled components, Wiwynn's systems are designed to meet the rising demands of AI infrastructure, offering best-in-class cooling, improved device reliability, and a lower total cost of ownership.
Reported Earnings • May 09First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$52.70 (up from NT$26.92 in 1Q 2024). Revenue: NT$170.7b (up 145% from 1Q 2024). Net income: NT$9.79b (up 108% from 1Q 2024). Profit margin: 5.7% (down from 6.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 01Wiwynn Corporation to Report Q1, 2025 Results on May 08, 2025Wiwynn Corporation announced that they will report Q1, 2025 results on May 08, 2025
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$1,910, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Tech industry in Taiwan. Total returns to shareholders of 115% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$2,526 per share.
New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.8% average weekly change). High level of non-cash earnings (114% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Mar 19+ 3 more updatesWiwynn to Highlight Its AI Servers, Developed in Collaboration with Wistron, Powered by the Nvidia Blackwell Ultra Platform at GTCWiwynn, is showcasing its latest innovations at GTC 2025 (booth #1804). Wiwynn will highlight its AI servers, developed in collaboration with Wistron, powered by the NVIDIA Blackwell Ultra platform. Additionally, Wiwynn will have its advanced rack-level liquid cooling management system, UMS100L, on display demonstrating leadership in AI GPU servers to address the growing demand of computing and cooling capabilities in the era of GenAI. Key highlights include: NVIDIA GB300 NVL72: Wiwynn and Wistron are among the first in line with NVIDIA GB300 NVL72 readiness. Accelerated by NVIDIA Blackwell Ultra with increased AI FLOPS and over 20TB of HBM3e memory, GB300 NVL72 leads the new era of AI and the next wave of accelerated computing. Featuring the cutting-edge fully liquid cooling design, NVIDIA ConnectX®-8 SuperNIC and the networking platform integration of NVIDIA Quantum-X800 InfiniBand and NVIDIA Spectrum-X™ Ethernet, GB300 NVL72 achieve superior rack-level thermal efficiency and AI computing acceleration, unleashing the optimal performance to enable breakthrough performance for AI reasoning, agentic AI and video inference applications. NVIDIA HGX™ B300 NVL16: debut a brand-new 10U HGX system built with NVIDIA Blackwell Ultra based HGX™ B300 NVL16, leads the new era of AI with optimized compute and increased memory, delivering breakthrough performance. By supporting power delivery options of both power supply units (PSU) and busbars, Wiwynn and Wistron enable datacenters to deploy this cutting-edge solution rapidly within their existing infrastructure. NVIDIA Spectrum-4: Building on the extensive development of optimized Ethernet connectivity solutions with the NVIDIA Spectrum-4 MAC, the companies are showcasing the revolutionary NVIDIA Spectrum-X™ Ethernet for AI networking platform with integration of SONiC and NVIDIA® Cumulus®. The innovative network solution is designed to power multi-tenant, hyperscale AI clouds through advanced Ethernet connectivity and enable flexibility of usage scenarios for datacenters. UMS100L: the purpose-built rack-level liquid cooling management system is designed for DLC racks, immersion cooling tanks, and data center facilities, compatible with various in-row CDUs and sidecars. It features advanced leakage detection, real-time monitoring, and rapid containment capabilities, ensuring the safety of critical equipment and data-driven decisions for datacenters.
お知らせ • Mar 14Wiwynn Corporation Announces the Resignation of Sunlai Chang as Natural-Person Director, Effective May 29, 2025Wiwynn Corporation received the resignation letter from natural-person director Sunlai Chang on March 11, 2025. The effective date of the resignation is May 29, 2025. Resume of the previous position holder: Director of Wiwynn Corporation. Original term from May 29, 2023 to May 28, 2026. Reason for the change: Personal circumstances. The election of the new independent director will be held at 2025 shareholders' meeting.
Board Change • Mar 13Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Charles Kau was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Mar 03Wiwynn Corporation, Annual General Meeting, May 29, 2025Wiwynn Corporation, Annual General Meeting, May 29, 2025. Location: 2 floor building. c no,94, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city Taiwan
Reported Earnings • Mar 01Full year 2024 earnings released: EPS: NT$127 (vs NT$68.88 in FY 2023)Full year 2024 results: EPS: NT$127 (up from NT$68.88 in FY 2023). Revenue: NT$360.5b (up 49% from FY 2023). Net income: NT$22.8b (up 89% from FY 2023). Profit margin: 6.3% (up from 5.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 21Wiwynn Corporation Announces Resignation of Steven Lu as Natural-Person Director, Effective May 29, 2025Wiwynn Corporation announced resignation of the company's natural-person director. Title and name of the previous position holder: Director/Steven Lu; Resume of the previous position holder: Director of Wiwynn Corporation. Reason for the change: Personal circumstances. The effective date of the resignation is May 29, 2025.
お知らせ • Feb 20Wiwynn Corporation to Report Fiscal Year 2024 Results on Feb 27, 2025Wiwynn Corporation announced that they will report fiscal year 2024 results on Feb 27, 2025
New Risk • Feb 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.2% average weekly change). High level of non-cash earnings (58% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$2,325, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Tech industry in Taiwan. Total returns to shareholders of 135% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$4,440 per share.
New Risk • Dec 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.0% average weekly change). High level of non-cash earnings (58% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (6.3% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$2,320, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Tech industry in Taiwan. Total returns to shareholders of 135% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$3,398 per share.
Reported Earnings • Nov 15Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: NT$34.36 (up from NT$14.96 in 3Q 2023). Revenue: NT$97.8b (up 85% from 3Q 2023). Net income: NT$6.33b (up 142% from 3Q 2023). Profit margin: 6.5% (up from 5.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) also surpassed analyst estimates by 6.8%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 06Wiwynn Corporation to Report Q3, 2024 Results on Nov 13, 2024Wiwynn Corporation announced that they will report Q3, 2024 results on Nov 13, 2024
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$1,990, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Tech industry in Taiwan. Total returns to shareholders of 178% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$3,628 per share.
New Risk • Oct 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.3% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.8% average weekly change). Shareholders have been diluted in the past year (6.3% increase in shares outstanding).
Reported Earnings • Aug 10Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: NT$26.85 (up from NT$14.96 in 2Q 2023). Revenue: NT$77.5b (up 38% from 2Q 2023). Net income: NT$4.69b (up 80% from 2Q 2023). Profit margin: 6.1% (up from 4.6% 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 1.7%. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 02Wiwynn Corporation to Report Q2, 2024 Results on Aug 08, 2024Wiwynn Corporation announced that they will report Q2, 2024 results on Aug 08, 2024
Declared Dividend • May 27Dividend reduced to NT$42.00Dividend of NT$42.00 is 16% lower than last year. Ex-date: 11th June 2024 Payment date: 10th July 2024 Dividend yield will be 1.5%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 57% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 109% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 25Wiwynn Corporation Approves Cash Dividend, Payable on July 10, 2024Wiwynn Corporation announced at shareholders meeting held on May 24, 2024, approved cash dividend of TWD 42 per share, totally TWD 7,343,313,222 allocated for cash dividend. Ex-rights (ex-dividend) trading date: June 11, 2024. Ex-rights (ex-dividend) record date: June 17, 2024. Payment date of common stock cash dividend distribution: July 10, 2024.
お知らせ • May 24+ 1 more updateWiwynn Corporation Announces the Resignation of Sunlai Chang as CEOWiwynn Corporation announced the resignation of Sunlai Chang as CEO. Resume of the previous position holder: President & CEO of Wiwynn. Reason for the change: Due to health reasons, President & CEO, Sunlai his position was reassigned. Date of the board of directors resolution or date of occurrence of the change: May 22, 2024.
Reported Earnings • May 10First quarter 2024 earnings released: EPS: NT$26.92 (vs NT$18.86 in 1Q 2023)First quarter 2024 results: EPS: NT$26.92 (up from NT$18.86 in 1Q 2023). Revenue: NT$69.6b (down 6.2% from 1Q 2023). Net income: NT$4.71b (up 43% from 1Q 2023). Profit margin: 6.8% (up from 4.4% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 01Wiwynn Corporation to Report Q1, 2024 Results on May 07, 2024Wiwynn Corporation announced that they will report Q1, 2024 results on May 07, 2024
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$2,575, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 19x in the Tech industry in Taiwan. Total returns to shareholders of 254% over the past three years.
Price Target Changed • Mar 02Price target increased by 7.2% to NT$2,603Up from NT$2,427, the current price target is an average from 17 analysts. New target price is approximately in line with last closing price of NT$2,500. Stock is up 173% over the past year. The company is forecast to post earnings per share of NT$108 for next year compared to NT$68.88 last year.
New Risk • Mar 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.6% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Price Target Changed • Feb 29Price target increased by 7.4% to NT$2,606Up from NT$2,427, the current price target is an average from 16 analysts. New target price is 12% above last closing price of NT$2,330. Stock is up 149% over the past year. The company is forecast to post earnings per share of NT$103 for next year compared to NT$68.88 last year.
Reported Earnings • Feb 28Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: NT$68.88 (down from NT$81.07 in FY 2022). Revenue: NT$241.9b (down 17% from FY 2022). Net income: NT$12.0b (down 15% from FY 2022). Profit margin: 5.0% (up from 4.8% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 2.0%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 27Wiwynn Corporation, Annual General Meeting, May 24, 2024Wiwynn Corporation, Annual General Meeting, May 24, 2024. Location: Conference Room on the 2nd Floor, Building C, Oriental Science Park (2F., No. 94, Sec. 1, Xintai 5th Rd., Xizhi Dist New Taipei City Taiwan Agenda: To Report the business of 2023; to consider Audit Committee's review report; to consider Report 2023 employees' profit sharing and directors' compensation; to consider Ratification of the Business Report and Financial Statements of 2023; to consider Ratification of the proposal for distribution of 2023 profits; and to discuss other matters.
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$2,185, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the Tech industry in Taiwan. Total returns to shareholders of 186% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$2,149 per share.
Price Target Changed • Jan 20Price target increased by 7.3% to NT$2,301Up from NT$2,143, the current price target is an average from 16 analysts. New target price is 16% above last closing price of NT$1,990. Stock is up 154% over the past year. The company is forecast to post earnings per share of NT$67.15 for next year compared to NT$81.07 last year.
Reported Earnings • Nov 08Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: NT$14.96 (down from NT$24.68 in 3Q 2022). Revenue: NT$52.8b (down 34% from 3Q 2022). Net income: NT$2.62b (down 39% from 3Q 2022). Profit margin: 5.0% (down from 5.4% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) also missed analyst estimates by 5.5%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$1,770, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Tech industry in Taiwan. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$802 per share.
Price Target Changed • Aug 09Price target increased by 8.1% to NT$1,915Up from NT$1,770, the current price target is an average from 16 analysts. New target price is 13% above last closing price of NT$1,690. Stock is up 136% over the past year. The company is forecast to post earnings per share of NT$68.71 for next year compared to NT$81.07 last year.
Reported Earnings • Aug 08Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: NT$14.96 (down from NT$20.38 in 2Q 2022). Revenue: NT$56.3b (down 25% from 2Q 2022). Net income: NT$2.62b (down 27% from 2Q 2022). Profit margin: 4.6% (down from 4.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 9.6%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$1,555, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Tech industry in Taiwan. Total returns to shareholders of 122% over the past three years.
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 29%After last week's 29% share price gain to NT$1,945, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 23x in the Tech industry in Taiwan. Total returns to shareholders of 188% over the past three years.
Price Target Changed • Jul 12Price target increased by 8.9% to NT$1,445Up from NT$1,328, the current price target is an average from 15 analysts. New target price is 17% below last closing price of NT$1,735. Stock is up 157% over the past year. The company is forecast to post earnings per share of NT$77.07 for next year compared to NT$81.07 last year.
Price Target Changed • Jul 01Price target increased by 8.6% to NT$1,328Up from NT$1,223, the current price target is an average from 15 analysts. New target price is 6.5% below last closing price of NT$1,420. Stock is up 114% over the past year. The company is forecast to post earnings per share of NT$77.56 for next year compared to NT$81.07 last year.
New Risk • Jul 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$1,420, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Tech 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$620 per share.
お知らせ • Jun 17+ 1 more updateWiwynn Corporation Announces CEO ChangesWiwynn Corporation announced that name and resume of the previous position holder, CEO: Emily Hong/Chairperson & CEO of the Company with name and resume of the new position holder: CEO: Sunlai Chang/President of the Company. Reason for the change: The Company’s board of directors approve a resolution. Ms. Emily Hong, Chairperson & CEO,is exempt from serving as CEO,and is appointed to Chairperson & CSO. Mr. Sunlai Chang, President,is promoted to President & CEO. Effective date is June 15, 2023.
お知らせ • Jun 16Wiwynn Corporation Announces Remuneration Committee ChangesWiwynn Corporation announced that name and resume of the previous position holder Cathy Han/Independent Director of Wiwynn Corporation; Charles Kau/Independent Director of Wiwynn Corporation; and Victor Cheng/Independent Director of Wiwynn Corporation with name and resume of the new position holder Simon Dzeng/Independent Director of Wiwynn Corporation; Charles Kau/Independent Director of Wiwynn Corporation; and Victor Cheng/Independent Director of Wiwynn Corporation. Effective date of the new member is June 15, 2023.
Upcoming Dividend • Jun 07Upcoming dividend of NT$50.00 per share at 4.2% yieldEligible shareholders must have bought the stock before 14 June 2023. Payment date: 07 July 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (5.6%). In line with average of industry peers (4.4%).
お知らせ • May 30Wiwynn Corporation Announces Change of ChairpersonWiwynn Corporation announced appointment of Emily Hong as chairperson in place of Simon Lin. Effective date of the new appointment is May 29, 2023.