View Future GrowthTopoint Technology 過去の業績過去 基準チェック /36Topoint Technologyの収益は年間平均-10.7%の割合で減少していますが、 Electronic業界の収益は年間 増加しています。収益は年間0.4% 3.5%割合で 増加しています。 Topoint Technologyの自己資本利益率は9.8%であり、純利益率は10.4%です。主要情報-10.71%収益成長率-10.64%EPS成長率Electronic 業界の成長14.81%収益成長率3.52%株主資本利益率9.83%ネット・マージン10.41%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 20First quarter 2026 earnings released: EPS: NT$1.17 (vs NT$0.36 in 1Q 2025)First quarter 2026 results: EPS: NT$1.17 (up from NT$0.36 in 1Q 2025). Revenue: NT$1.34b (up 51% from 1Q 2025). Net income: NT$168.7m (up 225% from 1Q 2025). Profit margin: 13% (up from 5.8% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 129% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 09Full year 2025 earnings released: EPS: NT$2.75 (vs NT$1.45 in FY 2024)Full year 2025 results: EPS: NT$2.75 (up from NT$1.45 in FY 2024). Revenue: NT$4.41b (up 25% from FY 2024). Net income: NT$389.3m (up 89% from FY 2024). Profit margin: 8.8% (up from 5.8% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 100% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: NT$0.77 (vs NT$0.48 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.77 (up from NT$0.48 in 3Q 2024). Revenue: NT$1.17b (up 22% from 3Q 2024). Net income: NT$109.4m (up 60% from 3Q 2024). Profit margin: 9.4% (up from 7.1% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$0.55 (vs NT$0.48 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.55 (up from NT$0.48 in 2Q 2024). Revenue: NT$1.01b (up 14% from 2Q 2024). Net income: NT$78.4m (up 16% from 2Q 2024). Profit margin: 7.7% (up from 7.6% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.お知らせ • May 03Topoint Technology Co., Ltd. to Report Q1, 2025 Results on May 13, 2025Topoint Technology Co., Ltd. announced that they will report Q1, 2025 results on May 13, 2025お知らせ • Feb 19Topoint Technology Co., Ltd. to Report Q4, 2024 Results on Feb 26, 2025Topoint Technology Co., Ltd. announced that they will report Q4, 2024 results on Feb 26, 2025すべての更新を表示Recent updatesNew Risk • May 20New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 28% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 11% per year over the past 5 years. High level of non-cash earnings (28% accrual ratio).Reported Earnings • May 20First quarter 2026 earnings released: EPS: NT$1.17 (vs NT$0.36 in 1Q 2025)First quarter 2026 results: EPS: NT$1.17 (up from NT$0.36 in 1Q 2025). Revenue: NT$1.34b (up 51% from 1Q 2025). Net income: NT$168.7m (up 225% from 1Q 2025). Profit margin: 13% (up from 5.8% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 129% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 09Topoint Technology Co., Ltd., Annual General Meeting, May 26, 2026Topoint Technology Co., Ltd., Annual General Meeting, May 26, 2026, at 09:00 Taipei Standard Time. Location: no,203, sec.3 chia yuan rd., shulin district, new taipei city TaiwanReported Earnings • Mar 09Full year 2025 earnings released: EPS: NT$2.75 (vs NT$1.45 in FY 2024)Full year 2025 results: EPS: NT$2.75 (up from NT$1.45 in FY 2024). Revenue: NT$4.41b (up 25% from FY 2024). Net income: NT$389.3m (up 89% from FY 2024). Profit margin: 8.8% (up from 5.8% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 100% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 27Topoint Technology Co., Ltd. has filed a Follow-on Equity Offering.Topoint Technology Co., Ltd. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 750,000 Security Name: Common Stock Security Type: Common Stock Securities Offered: 2,250,000 Transaction Features: Reserved Share Offering; Rights OfferingValuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$163, the stock trades at a trailing P/E ratio of 79.7x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 508% over the past three years.Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: NT$0.77 (vs NT$0.48 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.77 (up from NT$0.48 in 3Q 2024). Revenue: NT$1.17b (up 22% from 3Q 2024). Net income: NT$109.4m (up 60% from 3Q 2024). Profit margin: 9.4% (up from 7.1% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$111, the stock trades at a trailing P/E ratio of 63.5x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 384% over the past three years.Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$99.20, the stock trades at a trailing P/E ratio of 56.7x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 294% over the past three years.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$0.55 (vs NT$0.48 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.55 (up from NT$0.48 in 2Q 2024). Revenue: NT$1.01b (up 14% from 2Q 2024). Net income: NT$78.4m (up 16% from 2Q 2024). Profit margin: 7.7% (up from 7.6% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 31Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$63.20, the stock trades at a trailing P/E ratio of 37.8x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 153% over the past three years.Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$54.10, the stock trades at a trailing P/E ratio of 32.3x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 127% over the past three years.Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Director Yin-Jung Chen was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$39.30, the stock trades at a trailing P/E ratio of 23.5x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 48% over the past three years.お知らせ • Jun 05Topoint Technology Co., Ltd. Announces Cash Dividend, Payable on July 29, 2025Topoint Technology Co., Ltd. announced Cash dividends, TWD 170,616,560. Ex-rights (ex-dividend) trading date: July 7, 2025. Ex-rights (ex-dividend) record date: July 9, 2025. Payment date of common stock cash dividend distribution: July 29, 2025.Declared Dividend • Jun 05Dividend increased to NT$1.20Dividend of NT$1.20 is 50% higher than last year. Ex-date: 3rd July 2025 Payment date: 29th July 2025 Dividend yield will be 4.2%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (72% 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 3.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • May 15New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 18% per year over the past 5 years. High level of non-cash earnings (22% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.お知らせ • May 03Topoint Technology Co., Ltd. to Report Q1, 2025 Results on May 13, 2025Topoint Technology Co., Ltd. announced that they will report Q1, 2025 results on May 13, 2025Buy Or Sell Opportunity • Apr 10Now 23% overvaluedOver the last 90 days, the stock has fallen 28% to NT$23.70. The fair value is estimated to be NT$19.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.5% over the last 3 years. Meanwhile, the company has become profitable.New Risk • Apr 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.06b (US$93.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 17% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (NT$3.06b market cap, or US$93.1m).Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$23.80, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total loss to shareholders of 17% over the past three years.お知らせ • Feb 27Topoint Technology Co., Ltd., Annual General Meeting, May 27, 2025Topoint Technology Co., Ltd., Annual General Meeting, May 27, 2025. Location: no,203, sec.3 chia yuan rd., shulin district, new taipei city Taiwanお知らせ • Feb 19Topoint Technology Co., Ltd. to Report Q4, 2024 Results on Feb 26, 2025Topoint Technology Co., Ltd. announced that they will report Q4, 2024 results on Feb 26, 2025Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: NT$0.48 (vs NT$0.24 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.48 (up from NT$0.24 in 3Q 2023). Revenue: NT$961.8m (up 31% from 3Q 2023). Net income: NT$68.3m (up 97% from 3Q 2023). Profit margin: 7.1% (up from 4.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.分析記事 • Sep 05Topoint Technology Co., Ltd.'s (TWSE:8021) 27% Jump Shows Its Popularity With InvestorsTopoint Technology Co., Ltd. ( TWSE:8021 ) shares have had a really impressive month, gaining 27% after a shaky period...New Risk • Aug 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 14% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.6% average weekly change).Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.48 (vs NT$0.87 loss in 2Q 2023)Second quarter 2024 results: EPS: NT$0.48 (up from NT$0.87 loss in 2Q 2023). Revenue: NT$890.1m (up 45% from 2Q 2023). Net income: NT$67.7m (up NT$191.0m from 2Q 2023). Profit margin: 7.6% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.お知らせ • Aug 03Topoint Technology Co., Ltd. to Report Q2, 2024 Results on Aug 13, 2024Topoint Technology Co., Ltd. announced that they will report Q2, 2024 results on Aug 13, 2024分析記事 • Jul 16Topoint Technology Co., Ltd.'s (TWSE:8021) Share Price Could Signal Some RiskIt's not a stretch to say that Topoint Technology Co., Ltd.'s ( TWSE:8021 ) price-to-sales (or "P/S") ratio of 1.8x...Upcoming Dividend • Jun 27Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 29 July 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (4.2%). In line with average of industry peers (2.6%).Reported Earnings • May 13First quarter 2024 earnings released: EPS: NT$0.15 (vs NT$0.11 in 1Q 2023)First quarter 2024 results: EPS: NT$0.15 (up from NT$0.11 in 1Q 2023). Revenue: NT$736.4m (up 19% from 1Q 2023). Net income: NT$21.3m (up 32% from 1Q 2023). Profit margin: 2.9% (up from 2.6% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.お知らせ • May 02Topoint Technology Co., Ltd. to Report Q1, 2024 Results on May 10, 2024Topoint Technology Co., Ltd. announced that they will report Q1, 2024 results on May 10, 2024New Risk • Feb 29New major risk - Revenue and earnings growthEarnings have declined by 5.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Dividend per share is over 6x cash flows per share. Earnings have declined by 5.2% per year over the past 5 years.お知らせ • Feb 28Topoint Technology Co., Ltd. Approves Cash Dividend for the Year 2023Topoint Technology Co., Ltd. approved cash dividend of TWD 0.8 per share for the year 2023.お知らせ • Jan 26Topoint Technology Co., Ltd., Annual General Meeting, May 27, 2024Topoint Technology Co., Ltd., Annual General Meeting, May 27, 2024. Agenda: To consider FY2023 business report; to consider the Audit Committee's Review Report on the 2023 Financial Statements; to consider FY2023 Earnings Distribution of cash dividends; to consider FY2023 remuneration of employees & directors report; to consider the status of guarantee provided by Topoint as of the end of 2023; to consider Acknowledgment of financial results for FY2023; to consider Acknowledgment of FY2023 profit distribution proposal.Reported Earnings • Nov 09Third quarter 2023 earnings released: EPS: NT$0.24 (vs NT$0.30 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.24 (down from NT$0.30 in 3Q 2022). Revenue: NT$736.8m (down 16% from 3Q 2022). Net income: NT$34.6m (down 20% from 3Q 2022). Profit margin: 4.7% (down from 5.0% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • Aug 05Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: NT$0.87 loss per share (down from NT$0.87 profit in 2Q 2022). Revenue: NT$612.6m (down 31% from 2Q 2022). Net loss: NT$123.3m (down 200% from profit in 2Q 2022). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 28Upcoming dividend of NT$2.00 per share at 5.9% yieldEligible shareholders must have bought the stock before 04 August 2023. Payment date: 30 August 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.9%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (4.1%).Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$34.80, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 75% over the past three years.New Risk • Jun 14New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 117% Cash payout ratio: 134% Dividend yield: 6.3% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 117% Cash payout ratio: 134% Minor Risk Profit margins are more than 30% lower than last year (7.7% net profit margin).Reported Earnings • Jun 14First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: EPS: NT$0.11 (down from NT$0.72 in 1Q 2022). Revenue: NT$616.6m (down 33% from 1Q 2022). Net income: NT$16.2m (down 84% from 1Q 2022). Profit margin: 2.6% (down from 11% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 9.7%. Earnings per share (EPS) also missed analyst estimates by 62%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 14% per year.Major Estimate Revision • May 06Consensus revenue estimates decrease by 16%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from NT$3.56b to NT$2.98b. EPS estimate unchanged from NT$1.26 per share at last update. Electronic industry in Taiwan expected to see average net income decline 9.2% next year. Consensus price target of NT$32.00 unchanged from last update. Share price rose 2.2% to NT$29.60 over the past week.Reported Earnings • Feb 26Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: NT$2.34 (down from NT$3.14 in FY 2021). Revenue: NT$3.51b (down 7.0% from FY 2021). Net income: NT$332.2m (down 26% from FY 2021). Profit margin: 9.5% (down from 12% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Electronic 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 only increased by 14% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Feb 24Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$3.76b to NT$3.56b. EPS estimate also fell from NT$3.06 per share to NT$2.34 per share. Net income forecast to shrink 8.6% next year vs 2.9% growth forecast for Electronic industry in Taiwan . Consensus price target of NT$32.00 unchanged from last update. Share price was steady at NT$29.40 over the past week.お知らせ • Jan 14Topoint Technology Co., Ltd. Announces the retirement of Tony Tseng as Chief Information Security OfficerTopoint Technology Co., Ltd. announced the retirement of Tony Tseng as Chief Information security Officer. Effective date is January 14, 2023.Price Target Changed • Nov 16Price target decreased to NT$32.00Down from NT$39.50, the current price target is provided by 1 analyst. New target price is 9.0% above last closing price of NT$29.35. Stock is down 31% over the past year. The company is forecast to post earnings per share of NT$2.57 for next year compared to NT$3.14 last year.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Andrew Hsu was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Nov 11Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from NT$3.63b to NT$3.54b. EPS estimate also fell from NT$3.24 per share to NT$2.57 per share. Net income forecast to grow 12% next year vs 9.3% growth forecast for Electronic industry in Taiwan. Consensus price target of NT$32.00 unchanged from last update. Share price was steady at NT$29.45 over the past week.Reported Earnings • Nov 07Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: NT$0.30 (down from NT$0.93 in 3Q 2021). Revenue: NT$872.8m (down 17% from 3Q 2021). Net income: NT$43.3m (down 67% from 3Q 2021). Profit margin: 5.0% (down from 13% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) also missed analyst estimates by 63%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 07Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: NT$0.87 (up from NT$0.84 in 2Q 2021). Revenue: NT$892.3m (down 4.4% from 2Q 2021). Net income: NT$123.5m (up 3.9% from 2Q 2021). Profit margin: 14% (up from 13% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Over the next year, revenue is expected to shrink by 4.2% compared to a 8.7% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 05Topoint Technology Co., Ltd. Establishes Corporate Sustainability CommitteeTopoint Technology Co., Ltd. established Corporate Sustainability Committee, which includes Karen Lin(Company Director), Andrew Hsu (Company Independent Director) and Jeff Chen(Company Independent Director) as members, effective date of the new member as August 4, 2022.Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Andrew Hsu was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jul 14Upcoming dividend of NT$2.30 per shareEligible shareholders must have bought the stock before 21 July 2022. Payment date: 23 August 2022. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 7.9%. Within top quartile of Taiwanese dividend payers (6.8%). Higher than average of industry peers (4.9%).お知らせ • Jul 09Topoint Technology Co., Ltd. Appoints Tony Tseng as Chief Information Security OfficerTopoint Technology Co., Ltd. announced that name, title, and resume of the new position holder: Tony Tseng, IT Director of Topoint Technology Co., Ltd. as Chief Information security officer. Type of the change (please enter: ¨resignation¡¨, ¨positionadjustment¡¨, ¡¨dismissal¡¨, ¡¨retirement¡¨, ¡¨death¡¨ or ¡¨new replacement¡¨): New replacement. Reason for the change: New replacement. Effective date is July 8, 2022.Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Andrew Hsu was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 10+ 1 more updateTopoint Technology Co., Ltd. Appoints Chao-Ching, Hsu to Audit CommitteeTopoint Technology Co., Ltd. announced changes to Audit Committee. Name of the new position holder: Chao-Ching, Hsu. Resume of the new position holder: Managing partner of LexPro Attorneys at Law. Circumstances of change: new appointment. Effective date of the new member is June 9, 2022.Reported Earnings • May 11First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$0.72 (up from NT$0.65 in 1Q 2021). Revenue: NT$917.9m (up 18% from 1Q 2021). Net income: NT$102.1m (up 10% from 1Q 2021). Profit margin: 11% (in line with 1Q 2021). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 6.7%, compared to a 10.0% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 27Price target decreased to NT$45.00Down from NT$50.00, the current price target is provided by 1 analyst. New target price is 36% above last closing price of NT$33.15. Stock is down 21% over the past year. The company is forecast to post earnings per share of NT$3.39 for next year compared to NT$3.14 last year.Board Change • Apr 27High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. President & Director Karen Lin was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 28Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: NT$3.14 (up from NT$1.98 in FY 2020). Revenue: NT$3.77b (up 27% from FY 2020). Net income: NT$446.5m (up 58% from FY 2020). Profit margin: 12% (up from 9.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 10.0%, compared to a 9.1% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 26Topoint Technology Co., Ltd., Annual General Meeting, Jun 09, 2022Topoint Technology Co., Ltd., Annual General Meeting, Jun 09, 2022. Location: No. 203, Sec. 3, Jiayuan Rd., Shulin District, New Taipei City 238 New Taipei City Taiwan Agenda: To consider FY2021 business report; to consider the Audit Committee's Review Report on the 2021 Financial Statements; to consider FY2021 Earnings Distribution of cash dividends; to consider FY2021 remuneration of employees & directors report; to consider the status of guarantee provided by Topoint as of the end of 2021; and to consider other matters.お知らせ • Feb 25+ 1 more updateTopoint Technology Co., Ltd. Approves Dividend for the Year 2021Topoint Technology Co., Ltd. approved dividend of TWD 2.3 per share for the year 2021.Price Target Changed • Feb 25Price target decreased to NT$45.00Down from NT$49.00, the current price target is provided by 1 analyst. New target price is 17% above last closing price of NT$38.60. Stock is up 30% over the past year. The company is forecast to post earnings per share of NT$2.99 for next year compared to NT$1.98 last year.Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$0.93 (vs NT$0.66 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: NT$1.05b (up 32% from 3Q 2020). Net income: NT$131.9m (up 40% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$0.84 (vs NT$0.44 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$933.7m (up 27% from 2Q 2020). Net income: NT$118.9m (up 91% from 2Q 2020). Profit margin: 13% (up from 8.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Aug 02Upcoming dividend of NT$1.58 per shareEligible shareholders must have bought the stock before 09 August 2021. Payment date: 02 September 2021. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).Reported Earnings • May 08First quarter 2021 earnings released: EPS NT$0.65 (vs NT$0.15 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$779.7m (up 30% from 1Q 2020). Net income: NT$92.6m (up 333% from 1Q 2020). Profit margin: 12% (up from 3.6% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Apr 15Estimating The Fair Value Of Topoint Technology Co., Ltd. (TPE:8021)Does the April share price for Topoint Technology Co., Ltd. ( TPE:8021 ) reflect what it's really worth? Today, we will...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$40.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Electronic 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$50.97 per share.お知らせ • Mar 20Topoint Technology Co., Ltd., Annual General Meeting, Jun 09, 2021Topoint Technology Co., Ltd., Annual General Meeting, Jun 09, 2021. Location: No. 203, Sec. 3, Jiayuan Rd. Shulin District New Taipei City Taiwan Agenda: To consider fiscal year 2020 business report; to consider fiscal year 2020 supervisors' audit report; to consider fiscal year 2020 remuneration of employees & directors report; to consider the status of guarantee provided by Topoint as of the end of 2020; to consider amendment to part of the code of ethics and professional conduct for directors, supervisors and officers; to consider acknowledgment of financial results for fiscal year 2020; to consider acknowledgment of fiscal year profit distribution proposal; to consider amendment to part of The Articles of Association of the Company; and to consider amendment to part of The Procedure of the Acquisition and Disposal of Assets, to part of The Endorsement & Guarantee Procedures, amendment to part of The Procedure of External Lending, amendment to part of The Policies and Procedures for Financial Derivatives Transactions, and amendment to part of The Regulations for the Election of Directors and Supervisors.分析記事 • Mar 12Topoint Technology Co., Ltd.'s (TPE:8021) On An Uptrend But Financial Prospects Look Pretty Weak: Is The Stock Overpriced?Most readers would already be aware that Topoint Technology's (TPE:8021) stock increased significantly by 22% over the...Analyst Estimate Surprise Post Earnings • Feb 28Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 7.7%, compared to a 16% growth forecast for the Electronic industry in Taiwan.Reported Earnings • Feb 27Full year 2020 earnings released: EPS NT$1.98 (vs NT$1.34 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$2.97b (down 1.1% from FY 2019). Net income: NT$282.0m (up 48% from FY 2019). Profit margin: 9.5% (up from 6.3% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 26New 90-day high: NT$29.60The company is up 11% from its price of NT$26.75 on 27 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$82.59 per share.分析記事 • Feb 18These 4 Measures Indicate That Topoint Technology (TPE:8021) Is Using Debt SafelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jan 14We Think Topoint Technology's (TPE:8021) Statutory Profit Might Understate Its Earnings PotentialIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...Is New 90 Day High Low • Jan 04New 90-day high: NT$29.30The company is up 29% from its price of NT$22.75 on 06 October 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$83.47 per share.分析記事 • Dec 30Is Topoint Technology Co., Ltd.'s (TPE:8021) 4.3% Dividend Worth Your Time?Could Topoint Technology Co., Ltd. ( TPE:8021 ) be an attractive dividend share to own for the long haul? Investors are...分析記事 • Dec 15Shareholders Of Topoint Technology (TPE:8021) Must Be Happy With Their 40% ReturnBuying a low-cost index fund will get you the average market return. But in any diversified portfolio of stocks, you'll...Is New 90 Day High Low • Dec 08New 90-day high: NT$27.90The company is up 20% from its price of NT$23.20 on 09 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$71.15 per share.分析記事 • Nov 30Does Topoint Technology Co., Ltd.'s (TPE:8021) Weak Fundamentals Mean That The Market Could Correct Its Share Price?Topoint Technology (TPE:8021) has had a great run on the share market with its stock up by a significant 23% over the...Valuation Update With 7 Day Price Move • Nov 17Market bids up stock over the past weekAfter last week's 16% share price gain to NT$25.95, the stock is trading at a trailing P/E ratio of 17.6x, up from the previous P/E ratio of 15.1x. This compares to an average P/E of 16x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 31%.Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS NT$0.66The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$799.8m (up 2.8% from 3Q 2019). Net income: NT$94.1m (up 35% from 3Q 2019). Profit margin: 12% (up from 9.0% in 3Q 2019). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Nov 12Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) missed analyst estimates by 13%. Over the next year, revenue is forecast to grow 5.4%, compared to a 11% growth forecast for the Electronic industry in Taiwan.Is New 90 Day High Low • Nov 11New 90-day high: NT$24.55The company is up 7.0% from its price of NT$22.95 on 13 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$105 per share.お知らせ • Oct 13Topoint Technology Co., Ltd. Announces the Demise of Jia-Hong, Wang as Director of the CompanyTopoint Technology Co., Ltd. announced the demise of Jia-hong, Wang as director of the company. Date of occurrence of the change was October 09, 2020.Is New 90 Day High Low • Sep 24New 90-day low: NT$21.60The company is down 2.0% from its price of NT$22.10 on 24 June 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$106 per share.収支内訳Topoint Technology の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TWSE:8021 収益、費用、利益 ( )TWD Millions日付収益収益G+A経費研究開発費31 Mar 264,86250660317231 Dec 254,41038955516330 Sep 254,02228853115330 Jun 253,81524751614831 Mar 253,69223751514531 Dec 243,54120650514130 Sep 243,37119447613930 Jun 243,14616045813731 Mar 242,868-3142913131 Dec 232,748-3641512630 Sep 232,793-941712730 Jun 232,929043012331 Mar 233,20924645512331 Dec 223,51033247712530 Sep 223,69137449312730 Jun 223,87146250312631 Mar 223,91245749912831 Dec 213,77444748812130 Sep 213,60744646911930 Jun 213,35440943011931 Mar 213,15535240811331 Dec 202,97328238511230 Sep 202,93821140210830 Jun 202,91618742811131 Mar 202,94918144511131 Dec 193,00619046811130 Sep 193,05422746511130 Jun 193,13923546811031 Mar 193,15722346411431 Dec 183,28225446911730 Sep 183,28924746511830 Jun 183,31223047311031 Mar 183,27223547410031 Dec 173,2832364839630 Sep 173,3572474959430 Jun 173,3472584899431 Mar 173,3532584949431 Dec 163,2832464869530 Sep 163,2602864689630 Jun 163,35732346610031 Mar 163,43034846010131 Dec 153,50637245110330 Sep 153,4793664419730 Jun 153,41836642691質の高い収益: 8021 非現金収入 のレベルが高いです。利益率の向上: 8021の現在の純利益率 (10.4%)は、昨年(6.4%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 8021の収益は過去 5 年間で年間10.7%減少しました。成長の加速: 8021の過去 1 年間の収益成長率 ( 113.9% ) は、5 年間の平均 ( 年間-10.7%を上回っています。収益対業界: 8021の過去 1 年間の収益成長率 ( 113.9% ) はElectronic業界-4%を上回りました。株主資本利益率高いROE: 8021の 自己資本利益率 ( 9.8% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/23 23:25終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Topoint Technology Co., Ltd. 1 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。3 アナリスト機関null nullKGI Securities Co. Ltd.Youxi LinKGI Securities Co. Ltd.Junzhe HungMasterlink Securities Investment Advisory
Reported Earnings • May 20First quarter 2026 earnings released: EPS: NT$1.17 (vs NT$0.36 in 1Q 2025)First quarter 2026 results: EPS: NT$1.17 (up from NT$0.36 in 1Q 2025). Revenue: NT$1.34b (up 51% from 1Q 2025). Net income: NT$168.7m (up 225% from 1Q 2025). Profit margin: 13% (up from 5.8% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 129% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 09Full year 2025 earnings released: EPS: NT$2.75 (vs NT$1.45 in FY 2024)Full year 2025 results: EPS: NT$2.75 (up from NT$1.45 in FY 2024). Revenue: NT$4.41b (up 25% from FY 2024). Net income: NT$389.3m (up 89% from FY 2024). Profit margin: 8.8% (up from 5.8% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 100% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: NT$0.77 (vs NT$0.48 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.77 (up from NT$0.48 in 3Q 2024). Revenue: NT$1.17b (up 22% from 3Q 2024). Net income: NT$109.4m (up 60% from 3Q 2024). Profit margin: 9.4% (up from 7.1% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$0.55 (vs NT$0.48 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.55 (up from NT$0.48 in 2Q 2024). Revenue: NT$1.01b (up 14% from 2Q 2024). Net income: NT$78.4m (up 16% from 2Q 2024). Profit margin: 7.7% (up from 7.6% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.
お知らせ • May 03Topoint Technology Co., Ltd. to Report Q1, 2025 Results on May 13, 2025Topoint Technology Co., Ltd. announced that they will report Q1, 2025 results on May 13, 2025
お知らせ • Feb 19Topoint Technology Co., Ltd. to Report Q4, 2024 Results on Feb 26, 2025Topoint Technology Co., Ltd. announced that they will report Q4, 2024 results on Feb 26, 2025
New Risk • May 20New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 28% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 11% per year over the past 5 years. High level of non-cash earnings (28% accrual ratio).
Reported Earnings • May 20First quarter 2026 earnings released: EPS: NT$1.17 (vs NT$0.36 in 1Q 2025)First quarter 2026 results: EPS: NT$1.17 (up from NT$0.36 in 1Q 2025). Revenue: NT$1.34b (up 51% from 1Q 2025). Net income: NT$168.7m (up 225% from 1Q 2025). Profit margin: 13% (up from 5.8% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 129% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 09Topoint Technology Co., Ltd., Annual General Meeting, May 26, 2026Topoint Technology Co., Ltd., Annual General Meeting, May 26, 2026, at 09:00 Taipei Standard Time. Location: no,203, sec.3 chia yuan rd., shulin district, new taipei city Taiwan
Reported Earnings • Mar 09Full year 2025 earnings released: EPS: NT$2.75 (vs NT$1.45 in FY 2024)Full year 2025 results: EPS: NT$2.75 (up from NT$1.45 in FY 2024). Revenue: NT$4.41b (up 25% from FY 2024). Net income: NT$389.3m (up 89% from FY 2024). Profit margin: 8.8% (up from 5.8% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 100% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 27Topoint Technology Co., Ltd. has filed a Follow-on Equity Offering.Topoint Technology Co., Ltd. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 750,000 Security Name: Common Stock Security Type: Common Stock Securities Offered: 2,250,000 Transaction Features: Reserved Share Offering; Rights Offering
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$163, the stock trades at a trailing P/E ratio of 79.7x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 508% over the past three years.
Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: NT$0.77 (vs NT$0.48 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.77 (up from NT$0.48 in 3Q 2024). Revenue: NT$1.17b (up 22% from 3Q 2024). Net income: NT$109.4m (up 60% from 3Q 2024). Profit margin: 9.4% (up from 7.1% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$111, the stock trades at a trailing P/E ratio of 63.5x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 384% over the past three years.
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$99.20, the stock trades at a trailing P/E ratio of 56.7x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 294% over the past three years.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$0.55 (vs NT$0.48 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.55 (up from NT$0.48 in 2Q 2024). Revenue: NT$1.01b (up 14% from 2Q 2024). Net income: NT$78.4m (up 16% from 2Q 2024). Profit margin: 7.7% (up from 7.6% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 31Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$63.20, the stock trades at a trailing P/E ratio of 37.8x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 153% over the past three years.
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$54.10, the stock trades at a trailing P/E ratio of 32.3x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 127% over the past three years.
Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Director Yin-Jung Chen was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$39.30, the stock trades at a trailing P/E ratio of 23.5x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 48% over the past three years.
お知らせ • Jun 05Topoint Technology Co., Ltd. Announces Cash Dividend, Payable on July 29, 2025Topoint Technology Co., Ltd. announced Cash dividends, TWD 170,616,560. Ex-rights (ex-dividend) trading date: July 7, 2025. Ex-rights (ex-dividend) record date: July 9, 2025. Payment date of common stock cash dividend distribution: July 29, 2025.
Declared Dividend • Jun 05Dividend increased to NT$1.20Dividend of NT$1.20 is 50% higher than last year. Ex-date: 3rd July 2025 Payment date: 29th July 2025 Dividend yield will be 4.2%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (72% 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 3.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • May 15New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 18% per year over the past 5 years. High level of non-cash earnings (22% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • May 03Topoint Technology Co., Ltd. to Report Q1, 2025 Results on May 13, 2025Topoint Technology Co., Ltd. announced that they will report Q1, 2025 results on May 13, 2025
Buy Or Sell Opportunity • Apr 10Now 23% overvaluedOver the last 90 days, the stock has fallen 28% to NT$23.70. The fair value is estimated to be NT$19.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.5% over the last 3 years. Meanwhile, the company has become profitable.
New Risk • Apr 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.06b (US$93.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 17% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (NT$3.06b market cap, or US$93.1m).
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$23.80, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total loss to shareholders of 17% over the past three years.
お知らせ • Feb 27Topoint Technology Co., Ltd., Annual General Meeting, May 27, 2025Topoint Technology Co., Ltd., Annual General Meeting, May 27, 2025. Location: no,203, sec.3 chia yuan rd., shulin district, new taipei city Taiwan
お知らせ • Feb 19Topoint Technology Co., Ltd. to Report Q4, 2024 Results on Feb 26, 2025Topoint Technology Co., Ltd. announced that they will report Q4, 2024 results on Feb 26, 2025
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: NT$0.48 (vs NT$0.24 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.48 (up from NT$0.24 in 3Q 2023). Revenue: NT$961.8m (up 31% from 3Q 2023). Net income: NT$68.3m (up 97% from 3Q 2023). Profit margin: 7.1% (up from 4.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
分析記事 • Sep 05Topoint Technology Co., Ltd.'s (TWSE:8021) 27% Jump Shows Its Popularity With InvestorsTopoint Technology Co., Ltd. ( TWSE:8021 ) shares have had a really impressive month, gaining 27% after a shaky period...
New Risk • Aug 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 14% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.6% average weekly change).
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.48 (vs NT$0.87 loss in 2Q 2023)Second quarter 2024 results: EPS: NT$0.48 (up from NT$0.87 loss in 2Q 2023). Revenue: NT$890.1m (up 45% from 2Q 2023). Net income: NT$67.7m (up NT$191.0m from 2Q 2023). Profit margin: 7.6% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 03Topoint Technology Co., Ltd. to Report Q2, 2024 Results on Aug 13, 2024Topoint Technology Co., Ltd. announced that they will report Q2, 2024 results on Aug 13, 2024
分析記事 • Jul 16Topoint Technology Co., Ltd.'s (TWSE:8021) Share Price Could Signal Some RiskIt's not a stretch to say that Topoint Technology Co., Ltd.'s ( TWSE:8021 ) price-to-sales (or "P/S") ratio of 1.8x...
Upcoming Dividend • Jun 27Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 29 July 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (4.2%). In line with average of industry peers (2.6%).
Reported Earnings • May 13First quarter 2024 earnings released: EPS: NT$0.15 (vs NT$0.11 in 1Q 2023)First quarter 2024 results: EPS: NT$0.15 (up from NT$0.11 in 1Q 2023). Revenue: NT$736.4m (up 19% from 1Q 2023). Net income: NT$21.3m (up 32% from 1Q 2023). Profit margin: 2.9% (up from 2.6% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
お知らせ • May 02Topoint Technology Co., Ltd. to Report Q1, 2024 Results on May 10, 2024Topoint Technology Co., Ltd. announced that they will report Q1, 2024 results on May 10, 2024
New Risk • Feb 29New major risk - Revenue and earnings growthEarnings have declined by 5.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Dividend per share is over 6x cash flows per share. Earnings have declined by 5.2% per year over the past 5 years.
お知らせ • Feb 28Topoint Technology Co., Ltd. Approves Cash Dividend for the Year 2023Topoint Technology Co., Ltd. approved cash dividend of TWD 0.8 per share for the year 2023.
お知らせ • Jan 26Topoint Technology Co., Ltd., Annual General Meeting, May 27, 2024Topoint Technology Co., Ltd., Annual General Meeting, May 27, 2024. Agenda: To consider FY2023 business report; to consider the Audit Committee's Review Report on the 2023 Financial Statements; to consider FY2023 Earnings Distribution of cash dividends; to consider FY2023 remuneration of employees & directors report; to consider the status of guarantee provided by Topoint as of the end of 2023; to consider Acknowledgment of financial results for FY2023; to consider Acknowledgment of FY2023 profit distribution proposal.
Reported Earnings • Nov 09Third quarter 2023 earnings released: EPS: NT$0.24 (vs NT$0.30 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.24 (down from NT$0.30 in 3Q 2022). Revenue: NT$736.8m (down 16% from 3Q 2022). Net income: NT$34.6m (down 20% from 3Q 2022). Profit margin: 4.7% (down from 5.0% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 05Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: NT$0.87 loss per share (down from NT$0.87 profit in 2Q 2022). Revenue: NT$612.6m (down 31% from 2Q 2022). Net loss: NT$123.3m (down 200% from profit in 2Q 2022). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 28Upcoming dividend of NT$2.00 per share at 5.9% yieldEligible shareholders must have bought the stock before 04 August 2023. Payment date: 30 August 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.9%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (4.1%).
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$34.80, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 75% over the past three years.
New Risk • Jun 14New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 117% Cash payout ratio: 134% Dividend yield: 6.3% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 117% Cash payout ratio: 134% Minor Risk Profit margins are more than 30% lower than last year (7.7% net profit margin).
Reported Earnings • Jun 14First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: EPS: NT$0.11 (down from NT$0.72 in 1Q 2022). Revenue: NT$616.6m (down 33% from 1Q 2022). Net income: NT$16.2m (down 84% from 1Q 2022). Profit margin: 2.6% (down from 11% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 9.7%. Earnings per share (EPS) also missed analyst estimates by 62%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 14% per year.
Major Estimate Revision • May 06Consensus revenue estimates decrease by 16%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from NT$3.56b to NT$2.98b. EPS estimate unchanged from NT$1.26 per share at last update. Electronic industry in Taiwan expected to see average net income decline 9.2% next year. Consensus price target of NT$32.00 unchanged from last update. Share price rose 2.2% to NT$29.60 over the past week.
Reported Earnings • Feb 26Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: NT$2.34 (down from NT$3.14 in FY 2021). Revenue: NT$3.51b (down 7.0% from FY 2021). Net income: NT$332.2m (down 26% from FY 2021). Profit margin: 9.5% (down from 12% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Electronic 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 only increased by 14% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Feb 24Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$3.76b to NT$3.56b. EPS estimate also fell from NT$3.06 per share to NT$2.34 per share. Net income forecast to shrink 8.6% next year vs 2.9% growth forecast for Electronic industry in Taiwan . Consensus price target of NT$32.00 unchanged from last update. Share price was steady at NT$29.40 over the past week.
お知らせ • Jan 14Topoint Technology Co., Ltd. Announces the retirement of Tony Tseng as Chief Information Security OfficerTopoint Technology Co., Ltd. announced the retirement of Tony Tseng as Chief Information security Officer. Effective date is January 14, 2023.
Price Target Changed • Nov 16Price target decreased to NT$32.00Down from NT$39.50, the current price target is provided by 1 analyst. New target price is 9.0% above last closing price of NT$29.35. Stock is down 31% over the past year. The company is forecast to post earnings per share of NT$2.57 for next year compared to NT$3.14 last year.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Andrew Hsu was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Nov 11Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from NT$3.63b to NT$3.54b. EPS estimate also fell from NT$3.24 per share to NT$2.57 per share. Net income forecast to grow 12% next year vs 9.3% growth forecast for Electronic industry in Taiwan. Consensus price target of NT$32.00 unchanged from last update. Share price was steady at NT$29.45 over the past week.
Reported Earnings • Nov 07Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: NT$0.30 (down from NT$0.93 in 3Q 2021). Revenue: NT$872.8m (down 17% from 3Q 2021). Net income: NT$43.3m (down 67% from 3Q 2021). Profit margin: 5.0% (down from 13% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) also missed analyst estimates by 63%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 07Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: NT$0.87 (up from NT$0.84 in 2Q 2021). Revenue: NT$892.3m (down 4.4% from 2Q 2021). Net income: NT$123.5m (up 3.9% from 2Q 2021). Profit margin: 14% (up from 13% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Over the next year, revenue is expected to shrink by 4.2% compared to a 8.7% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 05Topoint Technology Co., Ltd. Establishes Corporate Sustainability CommitteeTopoint Technology Co., Ltd. established Corporate Sustainability Committee, which includes Karen Lin(Company Director), Andrew Hsu (Company Independent Director) and Jeff Chen(Company Independent Director) as members, effective date of the new member as August 4, 2022.
Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Andrew Hsu was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jul 14Upcoming dividend of NT$2.30 per shareEligible shareholders must have bought the stock before 21 July 2022. Payment date: 23 August 2022. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 7.9%. Within top quartile of Taiwanese dividend payers (6.8%). Higher than average of industry peers (4.9%).
お知らせ • Jul 09Topoint Technology Co., Ltd. Appoints Tony Tseng as Chief Information Security OfficerTopoint Technology Co., Ltd. announced that name, title, and resume of the new position holder: Tony Tseng, IT Director of Topoint Technology Co., Ltd. as Chief Information security officer. Type of the change (please enter: ¨resignation¡¨, ¨positionadjustment¡¨, ¡¨dismissal¡¨, ¡¨retirement¡¨, ¡¨death¡¨ or ¡¨new replacement¡¨): New replacement. Reason for the change: New replacement. Effective date is July 8, 2022.
Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Andrew Hsu was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 10+ 1 more updateTopoint Technology Co., Ltd. Appoints Chao-Ching, Hsu to Audit CommitteeTopoint Technology Co., Ltd. announced changes to Audit Committee. Name of the new position holder: Chao-Ching, Hsu. Resume of the new position holder: Managing partner of LexPro Attorneys at Law. Circumstances of change: new appointment. Effective date of the new member is June 9, 2022.
Reported Earnings • May 11First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$0.72 (up from NT$0.65 in 1Q 2021). Revenue: NT$917.9m (up 18% from 1Q 2021). Net income: NT$102.1m (up 10% from 1Q 2021). Profit margin: 11% (in line with 1Q 2021). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 6.7%, compared to a 10.0% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 27Price target decreased to NT$45.00Down from NT$50.00, the current price target is provided by 1 analyst. New target price is 36% above last closing price of NT$33.15. Stock is down 21% over the past year. The company is forecast to post earnings per share of NT$3.39 for next year compared to NT$3.14 last year.
Board Change • Apr 27High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. President & Director Karen Lin was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 28Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: NT$3.14 (up from NT$1.98 in FY 2020). Revenue: NT$3.77b (up 27% from FY 2020). Net income: NT$446.5m (up 58% from FY 2020). Profit margin: 12% (up from 9.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 10.0%, compared to a 9.1% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 26Topoint Technology Co., Ltd., Annual General Meeting, Jun 09, 2022Topoint Technology Co., Ltd., Annual General Meeting, Jun 09, 2022. Location: No. 203, Sec. 3, Jiayuan Rd., Shulin District, New Taipei City 238 New Taipei City Taiwan Agenda: To consider FY2021 business report; to consider the Audit Committee's Review Report on the 2021 Financial Statements; to consider FY2021 Earnings Distribution of cash dividends; to consider FY2021 remuneration of employees & directors report; to consider the status of guarantee provided by Topoint as of the end of 2021; and to consider other matters.
お知らせ • Feb 25+ 1 more updateTopoint Technology Co., Ltd. Approves Dividend for the Year 2021Topoint Technology Co., Ltd. approved dividend of TWD 2.3 per share for the year 2021.
Price Target Changed • Feb 25Price target decreased to NT$45.00Down from NT$49.00, the current price target is provided by 1 analyst. New target price is 17% above last closing price of NT$38.60. Stock is up 30% over the past year. The company is forecast to post earnings per share of NT$2.99 for next year compared to NT$1.98 last year.
Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$0.93 (vs NT$0.66 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: NT$1.05b (up 32% from 3Q 2020). Net income: NT$131.9m (up 40% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$0.84 (vs NT$0.44 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$933.7m (up 27% from 2Q 2020). Net income: NT$118.9m (up 91% from 2Q 2020). Profit margin: 13% (up from 8.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Aug 02Upcoming dividend of NT$1.58 per shareEligible shareholders must have bought the stock before 09 August 2021. Payment date: 02 September 2021. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).
Reported Earnings • May 08First quarter 2021 earnings released: EPS NT$0.65 (vs NT$0.15 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$779.7m (up 30% from 1Q 2020). Net income: NT$92.6m (up 333% from 1Q 2020). Profit margin: 12% (up from 3.6% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Apr 15Estimating The Fair Value Of Topoint Technology Co., Ltd. (TPE:8021)Does the April share price for Topoint Technology Co., Ltd. ( TPE:8021 ) reflect what it's really worth? Today, we will...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$40.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Electronic 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$50.97 per share.
お知らせ • Mar 20Topoint Technology Co., Ltd., Annual General Meeting, Jun 09, 2021Topoint Technology Co., Ltd., Annual General Meeting, Jun 09, 2021. Location: No. 203, Sec. 3, Jiayuan Rd. Shulin District New Taipei City Taiwan Agenda: To consider fiscal year 2020 business report; to consider fiscal year 2020 supervisors' audit report; to consider fiscal year 2020 remuneration of employees & directors report; to consider the status of guarantee provided by Topoint as of the end of 2020; to consider amendment to part of the code of ethics and professional conduct for directors, supervisors and officers; to consider acknowledgment of financial results for fiscal year 2020; to consider acknowledgment of fiscal year profit distribution proposal; to consider amendment to part of The Articles of Association of the Company; and to consider amendment to part of The Procedure of the Acquisition and Disposal of Assets, to part of The Endorsement & Guarantee Procedures, amendment to part of The Procedure of External Lending, amendment to part of The Policies and Procedures for Financial Derivatives Transactions, and amendment to part of The Regulations for the Election of Directors and Supervisors.
分析記事 • Mar 12Topoint Technology Co., Ltd.'s (TPE:8021) On An Uptrend But Financial Prospects Look Pretty Weak: Is The Stock Overpriced?Most readers would already be aware that Topoint Technology's (TPE:8021) stock increased significantly by 22% over the...
Analyst Estimate Surprise Post Earnings • Feb 28Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 7.7%, compared to a 16% growth forecast for the Electronic industry in Taiwan.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS NT$1.98 (vs NT$1.34 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$2.97b (down 1.1% from FY 2019). Net income: NT$282.0m (up 48% from FY 2019). Profit margin: 9.5% (up from 6.3% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 26New 90-day high: NT$29.60The company is up 11% from its price of NT$26.75 on 27 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$82.59 per share.
分析記事 • Feb 18These 4 Measures Indicate That Topoint Technology (TPE:8021) Is Using Debt SafelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Jan 14We Think Topoint Technology's (TPE:8021) Statutory Profit Might Understate Its Earnings PotentialIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...
Is New 90 Day High Low • Jan 04New 90-day high: NT$29.30The company is up 29% from its price of NT$22.75 on 06 October 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$83.47 per share.
分析記事 • Dec 30Is Topoint Technology Co., Ltd.'s (TPE:8021) 4.3% Dividend Worth Your Time?Could Topoint Technology Co., Ltd. ( TPE:8021 ) be an attractive dividend share to own for the long haul? Investors are...
分析記事 • Dec 15Shareholders Of Topoint Technology (TPE:8021) Must Be Happy With Their 40% ReturnBuying a low-cost index fund will get you the average market return. But in any diversified portfolio of stocks, you'll...
Is New 90 Day High Low • Dec 08New 90-day high: NT$27.90The company is up 20% from its price of NT$23.20 on 09 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$71.15 per share.
分析記事 • Nov 30Does Topoint Technology Co., Ltd.'s (TPE:8021) Weak Fundamentals Mean That The Market Could Correct Its Share Price?Topoint Technology (TPE:8021) has had a great run on the share market with its stock up by a significant 23% over the...
Valuation Update With 7 Day Price Move • Nov 17Market bids up stock over the past weekAfter last week's 16% share price gain to NT$25.95, the stock is trading at a trailing P/E ratio of 17.6x, up from the previous P/E ratio of 15.1x. This compares to an average P/E of 16x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 31%.
Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS NT$0.66The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$799.8m (up 2.8% from 3Q 2019). Net income: NT$94.1m (up 35% from 3Q 2019). Profit margin: 12% (up from 9.0% in 3Q 2019). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Nov 12Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) missed analyst estimates by 13%. Over the next year, revenue is forecast to grow 5.4%, compared to a 11% growth forecast for the Electronic industry in Taiwan.
Is New 90 Day High Low • Nov 11New 90-day high: NT$24.55The company is up 7.0% from its price of NT$22.95 on 13 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$105 per share.
お知らせ • Oct 13Topoint Technology Co., Ltd. Announces the Demise of Jia-Hong, Wang as Director of the CompanyTopoint Technology Co., Ltd. announced the demise of Jia-hong, Wang as director of the company. Date of occurrence of the change was October 09, 2020.
Is New 90 Day High Low • Sep 24New 90-day low: NT$21.60The company is down 2.0% from its price of NT$22.10 on 24 June 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$106 per share.