Taiflex Scientific(8039)株式概要投資持株会社であるTaiflex Scientific Co., Ltd.は、台湾、中国本土、および国際的な電子材料および電子部品の製造、卸売、小売に従事している。 詳細8039 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績4/6財務の健全性6/6配当金2/6報酬過去1年間で収益は14.9%増加しました リスク分析過去5年間で収益は年間12.7%減少しました。 TW市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る8039 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$162.0040.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture012b2016201920222025202620282031Revenue NT$12.3bEarnings NT$709.4mAdvancedSet Fair ValueView all narrativesTaiflex Scientific Co., Ltd. 競合他社HannStar BoardSymbol: TWSE:5469Market cap: NT$41.4bLelon ElectronicsSymbol: TWSE:2472Market cap: NT$61.1bAsia OpticalSymbol: TWSE:3019Market cap: NT$43.0bDynamic HoldingSymbol: TWSE:3715Market cap: NT$49.2b価格と性能株価の高値、安値、推移の概要Taiflex Scientific過去の株価現在の株価NT$162.0052週高値NT$170.5052週安値NT$43.90ベータ0.421ヶ月の変化18.68%3ヶ月変化67.01%1年変化245.78%3年間の変化301.06%5年間の変化255.24%IPOからの変化817.03%最新ニュースValuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$156, the stock trades at a trailing P/E ratio of 65.5x. Average trailing P/E is 38x in the Electronic industry in Taiwan. Total returns to shareholders of 335% over the past three years.Reported Earnings • May 01First quarter 2026 earnings released: EPS: NT$0.65 (vs NT$0.32 in 1Q 2025)First quarter 2026 results: EPS: NT$0.65 (up from NT$0.32 in 1Q 2025). Revenue: NT$2.42b (up 8.5% from 1Q 2025). Net income: NT$171.4m (up 108% from 1Q 2025). Profit margin: 7.1% (up from 3.7% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 50% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$161, the stock trades at a trailing P/E ratio of 79.1x. Average trailing P/E is 30x in the Electronic industry in Taiwan. Total returns to shareholders of 356% over the past three years.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$123, the stock trades at a trailing P/E ratio of 60.1x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 240% over the past three years.Reported Earnings • Mar 04Full year 2025 earnings released: EPS: NT$2.07 (vs NT$2.53 in FY 2024)Full year 2025 results: EPS: NT$2.07 (down from NT$2.53 in FY 2024). Revenue: NT$10.6b (up 6.8% from FY 2024). Net income: NT$535.1m (down 9.7% from FY 2024). Profit margin: 5.0% (down from 6.0% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$97.00, the stock trades at a trailing P/E ratio of 68.6x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 171% over the past three years.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$156, the stock trades at a trailing P/E ratio of 65.5x. Average trailing P/E is 38x in the Electronic industry in Taiwan. Total returns to shareholders of 335% over the past three years.Reported Earnings • May 01First quarter 2026 earnings released: EPS: NT$0.65 (vs NT$0.32 in 1Q 2025)First quarter 2026 results: EPS: NT$0.65 (up from NT$0.32 in 1Q 2025). Revenue: NT$2.42b (up 8.5% from 1Q 2025). Net income: NT$171.4m (up 108% from 1Q 2025). Profit margin: 7.1% (up from 3.7% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 50% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$161, the stock trades at a trailing P/E ratio of 79.1x. Average trailing P/E is 30x in the Electronic industry in Taiwan. Total returns to shareholders of 356% over the past three years.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$123, the stock trades at a trailing P/E ratio of 60.1x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 240% over the past three years.Reported Earnings • Mar 04Full year 2025 earnings released: EPS: NT$2.07 (vs NT$2.53 in FY 2024)Full year 2025 results: EPS: NT$2.07 (down from NT$2.53 in FY 2024). Revenue: NT$10.6b (up 6.8% from FY 2024). Net income: NT$535.1m (down 9.7% from FY 2024). Profit margin: 5.0% (down from 6.0% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$97.00, the stock trades at a trailing P/E ratio of 68.6x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 171% over the past three years.お知らせ • Jan 30Taiflex Scientific Co., Ltd., Annual General Meeting, May 27, 2026Taiflex Scientific Co., Ltd., Annual General Meeting, May 27, 2026. Location: no,1, huan ou 3rd rd., cianjhen district, kaohsiung city TaiwanValuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 33%After last week's 33% share price gain to NT$104, the stock trades at a trailing P/E ratio of 73.2x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 199% over the past three years.Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 29%After last week's 29% share price gain to NT$78.60, the stock trades at a trailing P/E ratio of 55.6x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 118% over the past three years.Reported Earnings • Nov 03Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: NT$0.88 (up from NT$0.66 in 3Q 2024). Revenue: NT$2.87b (flat on 3Q 2024). Net income: NT$226.3m (up 42% from 3Q 2024). Profit margin: 7.9% (up from 5.6% in 3Q 2024). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 34%. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.New Risk • Oct 31New 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 8.7% 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 (8.7% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 213% Paying a dividend despite having no free cash flows. Earnings have declined by 11% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (2.9% net profit margin).Valuation Update With 7 Day Price Move • Sep 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$61.50, the stock trades at a trailing P/E ratio of 53.3x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 77% over the past three years.New Risk • Sep 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.6% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 214% Paying a dividend despite having no free cash flows. Earnings have declined by 11% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (2.9% net profit margin). Shareholders have been diluted in the past year (17% increase in shares outstanding).Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$54.60, the stock trades at a trailing P/E ratio of 47.3x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 58% over the past three years.Buy Or Sell Opportunity • Aug 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.7% to NT$47.80. The fair value is estimated to be NT$39.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has declined by 16%.New Risk • Aug 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.9% Last year net profit margin: 7.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 214% Paying a dividend despite having no free cash flows. Earnings have declined by 11% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (2.9% net profit margin). Shareholders have been diluted in the past year (17% increase in shares outstanding).Price Target Changed • Jul 31Price target decreased by 22% to NT$45.00Down from NT$57.36, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of NT$45.35. Stock is down 18% over the past year. The company is forecast to post earnings per share of NT$3.65 for next year compared to NT$2.53 last year.Buy Or Sell Opportunity • Jul 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to NT$48.00. The fair value is estimated to be NT$39.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has declined by 12%.Upcoming Dividend • Jul 10Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 17 July 2025. Payment date: 07 August 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 5.5%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.1%).Buy Or Sell Opportunity • Jun 17Now 21% overvaluedOver the last 90 days, the stock has fallen 5.3% to NT$46.00. The fair value is estimated to be NT$38.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has declined by 12%.Declared Dividend • Jun 14Dividend of NT$2.50 announcedShareholders will receive a dividend of NT$2.50. Ex-date: 17th July 2025 Payment date: 7th August 2025 Dividend yield will be 5.5%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (112% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 25% to bring the payout ratio under control. However, EPS has declined by 8.5% over the last 5 years so the company would need to reverse this trend.お知らせ • Jun 13Taiflex Scientific Co., Ltd. Announces Cash Dividend, Payable on August 7, 2025Taiflex Scientific Co., Ltd. announced cash dividend of NTD 2.49523885 per share. Ex-rights (ex-dividend) trading date: July 17, 2025. Ex-rights (ex-dividend) record date: July 23, 2025. Payment date of common stock cash dividend distribution is August 7, 2025.Buy Or Sell Opportunity • May 14Now 20% overvaluedOver the last 90 days, the stock has fallen 6.7% to NT$46.20. The fair value is estimated to be NT$38.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has declined by 12%.Reported Earnings • May 01First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: NT$0.32 (down from NT$0.60 in 1Q 2024). Revenue: NT$2.23b (up 13% from 1Q 2024). Net income: NT$82.5m (down 38% from 1Q 2024). Profit margin: 3.7% (down from 6.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 18%. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Apr 23Taiflex Scientific Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Taiflex Scientific Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025New Risk • Apr 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.9% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (99% payout ratio). Shareholders have been diluted in the past year (17% increase in shares outstanding).Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$36.55, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total loss to shareholders of 1.8% over the past three years.Reported Earnings • Feb 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: NT$2.53 (up from NT$1.93 in FY 2023). Revenue: NT$9.94b (up 22% from FY 2023). Net income: NT$592.8m (up 40% from FY 2023). Profit margin: 6.0% (up from 5.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Feb 27Taiflex Scientific Co., Ltd., Annual General Meeting, May 27, 2025Taiflex Scientific Co., Ltd., Annual General Meeting, May 27, 2025. Location: no,1, huan ou 3rd rd., cianjhen district, kaohsiung city Taiwanお知らせ • Feb 19Taiflex Scientific Co., Ltd. to Report Q4, 2024 Results on Feb 26, 2025Taiflex Scientific Co., Ltd. announced that they will report Q4, 2024 results on Feb 26, 2025お知らせ • Jan 17Taiflex Scientific Co., Ltd. Appoints Lin Cheng as Member of Sustainable Development CommitteeTaiflex Scientific Co., Ltd. appointed Lin Cheng as member of Sustainable Development Committee. Effective date of the new member is January 16, 2025.New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (6.9% increase in shares outstanding).お知らせ • Nov 30Taiflex Scientific Co., Ltd. Announces Resignation of Fang-I Hsieh as Sustainable Development Committee Member, Effective on December 1, 2024Taiflex Scientific Co., Ltd. announced resignation of Fang-I Hsieh as Sustainable Development Committee member. Resume of the previous position holder: Chief of Staff of Chairman's Office of Taiflex Scientific. Reason for the change: Because of personal career planning, Mrs. Hsieh Fang-I resigned as Sustainable Development Committee member of the company on December 1, 2024.分析記事 • Nov 06Investors Shouldn't Be Too Comfortable With Taiflex Scientific's (TWSE:8039) EarningsDespite posting some strong earnings, the market for Taiflex Scientific Co., Ltd.'s ( TWSE:8039 ) stock hasn't moved...Reported Earnings • Nov 04Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: NT$0.65 (down from NT$1.26 in 3Q 2023). Revenue: NT$2.85b (up 15% from 3Q 2023). Net income: NT$159.3m (down 42% from 3Q 2023). Profit margin: 5.6% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 58%. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Oct 23Taiflex Scientific Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Taiflex Scientific Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024New Risk • Oct 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 5.8% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Shareholders have been diluted in the past year (6.9% increase in shares outstanding).New Risk • Sep 12New 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 7.4% 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 5.8% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.4% average weekly change).分析記事 • Aug 28What Taiflex Scientific Co., Ltd.'s (TWSE:8039) 33% Share Price Gain Is Not Telling YouDespite an already strong run, Taiflex Scientific Co., Ltd. ( TWSE:8039 ) shares have been powering on, with a gain of...Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$62.20, the stock trades at a trailing P/E ratio of 18.3x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 55% over the past three years.Reported Earnings • Aug 06Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: NT$1.27 (up from NT$0.63 in 2Q 2023). Revenue: NT$2.88b (up 39% from 2Q 2023). Net income: NT$279.7m (up 102% from 2Q 2023). Profit margin: 9.7% (up from 6.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 9.6%. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Jul 24Taiflex Scientific Co., Ltd. to Report Q2, 2024 Results on Jul 31, 2024Taiflex Scientific Co., Ltd. announced that they will report Q2, 2024 results on Jul 31, 2024Upcoming Dividend • Jul 16Upcoming dividend of NT$0.92 per shareEligible shareholders must have bought the stock before 23 July 2024. Payment date: 26 August 2024. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 1.6%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (2.5%).お知らせ • Jun 26Taiflex Scientific Co., Ltd. Announces Cash Dividend on Common Stock, Payable on August 26, 2024Taiflex Scientific Co., Ltd. announced Cash dividend on common stock of TWD 209,119,692. Ex-rights (ex-dividend) trading date: July 23, 2024. Ex-rights (ex-dividend) record date: July 29, 2024. Payment date of common stock cash dividend distribution: August 26, 2024. Date of the resolution by the board of directors or shareholders meeting or decision by the Company: June 25, 2024.お知らせ • Apr 26Taiflex Scientific Co., Ltd. Announces Executive Changes, Effective May 1, 2024Taiflex Scientific Co., Ltd. announced Executive Changes. Type of personnel changed: research and development officer. Date of occurrence of the change: April 24, 2024. Name, title, and resume of the previous position holder: Kuo-Hsiung Hsia,Senior Assistant Vice President of Research & Development Center,Taiflex Scientific Co.,Ltd. Name, title, and resume of the new position holder: Yu-Chih Kao,Senior Manager of Research & Development Center, Taiflex Scientific Co.,Ltd. Type of the change: position adjustment. Reason for the change: position adjustment. Effective date: May 1, 2024.Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: NT$0.63 (vs NT$0.22 loss in 1Q 2023)First quarter 2024 results: EPS: NT$0.63 (up from NT$0.22 loss in 1Q 2023). Revenue: NT$1.97b (up 41% from 1Q 2023). Net income: NT$132.3m (up NT$177.9m from 1Q 2023). Profit margin: 6.7% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Apr 19Taiflex Scientific Co., Ltd. to Report Q1, 2024 Results on Apr 24, 2024Taiflex Scientific Co., Ltd. announced that they will report Q1, 2024 results on Apr 24, 2024お知らせ • Feb 21Taiflex Scientific Co., Ltd., Annual General Meeting, May 24, 2024Taiflex Scientific Co., Ltd., Annual General Meeting, May 24, 2024. Location: No.1, Huanqu 3rd Rd., Qianzhen Dist. Kaohsiung City Taiwan Agenda: To consider report of distributing remuneration to directors and the bonus to employees for Year 2023; to consider business Report for Year 2023; to consider Audit Committee's Review Report on the Financial Statements for Year 2023; to consider report of earnings distribution of cash dividends for Year 2023; to consider amendments to the Rules of Procedure for the Board of Directors Meetings; and to consider other matters.Reported Earnings • Feb 21Full year 2023 earnings released: EPS: NT$2.02 (vs NT$3.35 in FY 2022)Full year 2023 results: EPS: NT$2.02 (down from NT$3.35 in FY 2022). Revenue: NT$8.15b (down 6.6% from FY 2022). Net income: NT$423.0m (down 40% from FY 2022). Profit margin: 5.2% (down from 8.0% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$50.80, the stock trades at a trailing P/E ratio of 28x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 11% over the past three years.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: NT$1.32 (vs NT$1.23 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.32 (up from NT$1.23 in 3Q 2022). Revenue: NT$2.49b (up 4.8% from 3Q 2022). Net income: NT$276.5m (up 7.6% from 3Q 2022). Profit margin: 11% (in line with 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 29Second quarter 2023 earnings released: EPS: NT$0.66 (vs NT$1.08 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.66 (down from NT$1.08 in 2Q 2022). Revenue: NT$2.08b (down 9.8% from 2Q 2022). Net income: NT$138.7m (down 38% from 2Q 2022). Profit margin: 6.7% (down from 9.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 7% per year.お知らせ • Jul 27Taiflex Scientific Co., Ltd. Announces Appointment of Zhao,Jian-Zhi as Chief Information Security Officer Effective August 1, 2023Taiflex Scientific Co., Ltd. announced appointment of Zhao,Jian-Zhi as Chief Information Security Officer. Name, title, and resume of the new position holder: Zhao,Jian-Zhi,Vice President of Information Security And Knowledge Management Division,Taiflex Scientific Co.,Ltd. Effective date: August 1, 2023.Upcoming Dividend • Jun 30Upcoming dividend of NT$2.50 per share at 5.7% yieldEligible shareholders must have bought the stock before 07 July 2023. Payment date: 03 August 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.7%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (4.2%).お知らせ • Jun 08Taiflex Scientific Co., Ltd. Approves Cash Dividend, Payable on August 3, 2023Taiflex Scientific Co., Ltd. approved Cash dividend is TWD 522,799,230 (TWD 2.5 per share). that is TWD 1.9 per share distributed from earning and TWD 0.6 per share distributed from capital surplus. Ex-rights (ex-dividend) record date is July 15, 2023. Payment date of cash dividend distribution is August 3, 2023. Ex-rights (ex-dividend) trading date is July 7, 2023.お知らせ • May 31Taiflex Scientific Co., Ltd. Approves Cash DividendTaiflex Scientific Co., Ltd. announced that at the Annual Shareholders' Meeting held on May 30, 2023 approved cash dividend per share is TWD 2.5 which is composed of the earning at TWD 1.9 per share and the capital surplus at TWD 0.6 per share.Reported Earnings • Apr 28First quarter 2023 earnings released: NT$0.22 loss per share (vs NT$1.00 profit in 1Q 2022)First quarter 2023 results: NT$0.22 loss per share (down from NT$1.00 profit in 1Q 2022). Revenue: NT$1.40b (down 36% from 1Q 2022). Net loss: NT$45.6m (down 122% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.Reported Earnings • Feb 23Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: NT$3.35 (down from NT$3.51 in FY 2021). Revenue: NT$8.72b (down 7.3% from FY 2021). Net income: NT$700.5m (down 4.7% from FY 2021). Profit margin: 8.0% (up from 7.8% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 9.7%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 6.5% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Jan 12Taiflex Scientific Co., Ltd., Annual General Meeting, May 30, 2023Taiflex Scientific Co., Ltd., Annual General Meeting, May 30, 2023. Location: No.1, Huanqu 3rd Rd. Qianzhen Dist., Kaohsiung City Kaohsiung City Taiwan Agenda: To consider report of distributing remuneration to directors and the bonus to employees for Year 2022; to consider business Report for Year 2022; to consider audit Committee's Review Report on the Financial Statements for Year 2022; to consider report of earnings distribution of cash dividends for Year 2022; and to consider other matters.Price Target Changed • Nov 16Price target decreased to NT$40.00Down from NT$53.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of NT$41.75. Stock is down 9.7% over the past year. The company is forecast to post earnings per share of NT$4.23 for next year compared to NT$3.51 last year.Board Change • Nov 16Less 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 an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Yung-Shun Chuang was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 28Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: NT$1.23 (up from NT$1.18 in 3Q 2021). Revenue: NT$2.37b (down 12% from 3Q 2021). Net income: NT$257.0m (up 4.1% from 3Q 2021). Profit margin: 11% (up from 9.2% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates by 4.2%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Oct 26Taiflex Scientific Co., Ltd. Announces Established Sustainable Development CommitteeTaiflex Scientific Co., Ltd. announced the established Sustainable Development Committee and appoint committee members approved by the board of directors. Name of the new position holder: Shi-Chern Yen; Wen-I Lo; Yung-Shun Chuang; Zong-Han Jiang; Fang-I Hsieh. Resume of the new position holder: Shi-Chern Yen: The company's Independent Director; Wen-I Lo: The company's Independent Director; Yung-Shun Chuang: The company's Independent Director; Zong-Han Jiang: The company's President; Fang-I Hsieh: The company's Chief Financial Officer. Reason for the change: First establishment of Sustainable Development Committee. Effective date of the new member: October 25, 2022.Buying Opportunity • Sep 28Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be NT$49.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 7.9%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 14% in the next 2 years.Price Target Changed • Aug 04Price target decreased to NT$48.00Down from NT$53.00, the current price target is provided by 1 analyst. New target price is 18% above last closing price of NT$40.75. Stock is down 25% over the past year. The company is forecast to post earnings per share of NT$4.23 for next year compared to NT$3.51 last year.Reported Earnings • Jul 29Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: NT$1.07 (up from NT$0.94 in 2Q 2021). Revenue: NT$2.31b (down 2.8% from 2Q 2021). Net income: NT$225.1m (up 15% from 2Q 2021). Profit margin: 9.8% (up from 8.3% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) exceeded analyst estimates by 12%. Over the next year, revenue is forecast to grow 13%, compared to a 9.6% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Buying Opportunity • Jul 20Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.6%. The fair value is estimated to be NT$51.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 11% in a year. Earnings is forecast to grow by 19% in the next year.Upcoming Dividend • Jul 13Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 20 July 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 68% but the company is not cash flow positive. Trailing yield: 6.0%. Lower than top quartile of Taiwanese dividend payers (6.9%). Higher than average of industry peers (5.0%).お知らせ • Jun 23Taiflex Scientific Co., Ltd. Announces Cash Dividend for the Year 2021, Payable on August 11, 2022Taiflex Scientific Co., Ltd. announced cash dividend of TWD 522,799,230 (TWD 2.5 per share). Ex-rights (ex-dividend) trading date is July 20, 2022. Ex-rights (ex-dividend) record date is July 26, 2022. The cash dividend payment date is August 11, 2022., at the AGM held on June 22, 2022.お知らせ • May 27Taiflex Scientific Co., Ltd. Approves Cash Dividend for Fiscal Year 2021Taiflex Scientific Co., Ltd. at the Annual Shareholders' Meeting held on May 26, 2022, approved distributing cash dividend of TWD 2.5 per share.Major Estimate Revision • May 13Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from NT$9.89b to NT$10.2b. EPS estimate increased from NT$3.80 to NT$4.30 per share. Net income forecast to grow 19% next year vs 11% growth forecast for Electronic industry in Taiwan. Consensus price target broadly unchanged at NT$53.00. Share price was steady at NT$45.10 over the past week.Reported Earnings • May 02First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: NT$1.00 (up from NT$0.83 in 1Q 2021). Revenue: NT$2.18b (flat on 1Q 2021). Net income: NT$208.5m (up 21% from 1Q 2021). Profit margin: 9.5% (up from 7.9% in 1Q 2021). Revenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 79%. Over the next year, revenue is forecast to grow 7.7%, compared to a 10% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less 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 an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Yung-Shun Chuang was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Major Estimate Revision • Mar 05Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from NT$10.1b to NT$9.89b. EPS estimate also fell from NT$4.29 per share to NT$3.80 per share. Net income forecast to grow 8.4% next year vs 18% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$57.00 to NT$54.00. Share price was steady at NT$46.25 over the past week.Reported Earnings • Feb 27Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$3.51 (down from NT$3.70 in FY 2020). Revenue: NT$9.41b (up 7.3% from FY 2020). Net income: NT$734.7m (down 4.9% from FY 2020). Profit margin: 7.8% (down from 8.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) also missed analyst estimates by 27%. Over the next year, revenue is forecast to grow 7.4%, compared to a 9.3% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.お知らせ • Feb 25Taiflex Scientific Co., Ltd., Annual General Meeting, May 26, 2022Taiflex Scientific Co., Ltd., Annual General Meeting, May 26, 2022. Location: No.1, Huanqu 3rd Rd Kaohsiung Export Processing Zone Kao Hsiung City Taiwan Agenda: To consider report of distributing remuneration to directors and the bonus to employees for Year 2021; to consider business Report for Year 2021; to amend the Articles of Incorporation; to amend the Rules of Procedure for Shareholders' Meeting; to amend the Procedures for Acquisition or Disposal of Assets.Price Target Changed • Nov 06Price target decreased to NT$58.00Down from NT$65.00, the current price target is provided by 1 analyst. New target price is 23% above last closing price of NT$47.20. Stock is down 13% over the past year. The company is forecast to post earnings per share of NT$4.09 for next year compared to NT$3.70 last year.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS NT$1.18 (vs NT$1.50 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: NT$2.69b (flat on 3Q 2020). Net income: NT$246.9m (down 21% from 3Q 2020). Profit margin: 9.2% (down from 12% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 14% per year.Upcoming Dividend • Aug 06Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 13 August 2021. Payment date: 03 September 2021. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).Director Overboarding • Aug 04Director Yung-Shun Chuang has joined 7th company boardIndependent Director Yung-Shun Chuang has been appointed to the board of Taiflex Scientific Co., Ltd. (TWSE:8039). Chuang now sits on a total of 7 company boards. With 7 board positions including the role of CEO at Onyx Healthcare Inc. (TPEX:6569), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Reported Earnings • Jul 31Second quarter 2021 earnings released: EPS NT$0.94 (vs NT$0.80 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$2.37b (up 15% from 2Q 2020). Net income: NT$196.1m (up 17% from 2Q 2020). Profit margin: 8.3% (up from 8.1% 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 9% per year whereas the company’s share price has increased by 7% per year.Reported Earnings • Apr 29First quarter 2021 earnings released: EPS NT$0.83 (vs NT$0.40 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.20b (up 37% from 1Q 2020). Net income: NT$173.0m (up 107% from 1Q 2020). Profit margin: 7.9% (up from 5.2% 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 5% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Apr 15Taiflex Scientific (TPE:8039) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Reported Earnings • Apr 01Full year 2020 earnings released: EPS NT$3.70 (vs NT$3.02 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$8.77b (up 16% from FY 2019). Net income: NT$772.9m (up 23% from FY 2019). Profit margin: 8.8% (up from 8.3% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Mar 20Taiflex Scientific Co., Ltd. Announces the Resignation of Zheng Dun-Ren as Independent Director and Audit & Compensation CommitteeTaiflex Scientific Co., Ltd. announced that Mr. Zheng Dun-Ren resigned as independent director and audit & compensation committee of the company on March 17, 2021.分析記事 • Mar 12Does Taiflex Scientific Co., Ltd. (TPE:8039) Have A Place In Your Dividend Stock Portfolio?Could Taiflex Scientific Co., Ltd. ( TPE:8039 ) be an attractive dividend share to own for the long haul? Investors are...Is New 90 Day High Low • Mar 09New 90-day low: NT$50.40The company is down 10.0% from its price of NT$56.00 on 09 December 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$29.41 per share.Analyst Estimate Surprise Post Earnings • Feb 26Revenue and earnings miss expectationsRevenue missed analyst estimates by 0.4%. Earnings per share (EPS) also missed analyst estimates by 8.6%. Over the next year, revenue is forecast to grow 12%, compared to a 16% growth forecast for the Electronic industry in Taiwan.お知らせ • Feb 25Taiflex Scientific Co., Ltd., Annual General Meeting, May 25, 2021Taiflex Scientific Co., Ltd., Annual General Meeting, May 25, 2021. Location: No.1, Huanqu 3rd Rd., Kaohsiung Export Processing Zone Kaohsiung City Taiwan Agenda: To report of distributing remuneration to directors and the bonus to employees for Year 2020; to consider Business Report for Year 2020; and to consider other matters.Reported Earnings • Feb 25Full year 2020 earnings released: EPS NT$3.70 (vs NT$3.02 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$8.77b (up 16% from FY 2019). Net income: NT$772.9m (up 23% from FY 2019). Profit margin: 8.8% (up from 8.3% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.分析記事 • Feb 16Is Taiflex Scientific Co., Ltd. (TPE:8039) Worth NT$51.8 Based On Its Intrinsic Value?Today we will run through one way of estimating the intrinsic value of Taiflex Scientific Co., Ltd. ( TPE:8039 ) by...分析記事 • Feb 03Taiflex Scientific (TPE:8039) Has Compensated Shareholders With A Respectable 89% Return On Their InvestmentIf you buy and hold a stock for many years, you'd hope to be making a profit. Better yet, you'd like to see the share...Is New 90 Day High Low • Feb 01New 90-day low: NT$51.00The company is down 3.0% from its price of NT$52.70 on 03 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$39.30 per share.分析記事 • Jan 14Should You Use Taiflex Scientific's (TPE:8039) Statutory Earnings To Analyse It?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...分析記事 • Dec 30Taiflex Scientific (TPE:8039) Could Easily Take On More DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Dec 15Taiflex Scientific Co., Ltd.'s (TPE:8039) Stock Has Shown A Decent Performance: Have Financials A Role To Play?Taiflex Scientific's (TPE:8039) stock is up by 5.8% over the past three months. As most would know, long-term...分析記事 • Nov 26Will Taiflex Scientific (TPE:8039) Multiply In Value Going Forward?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Is New 90 Day High Low • Nov 20New 90-day high: NT$56.50The company is up 9.0% from its price of NT$52.00 on 21 August 2020. The Taiwanese market is also up 9.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Electronic industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$27.56 per share.株主還元8039TW ElectronicTW 市場7D7.3%9.5%5.7%1Y245.8%224.2%108.5%株主還元を見る業界別リターン: 8039過去 1 年間で224.2 % の収益を上げたTW Electronic業界を上回りました。リターン対市場: 8039過去 1 年間で108.5 % の収益を上げたTW市場を上回りました。価格変動Is 8039's price volatile compared to industry and market?8039 volatility8039 Average Weekly Movement11.2%Electronic Industry Average Movement8.5%Market Average Movement6.2%10% most volatile stocks in TW Market12.3%10% least volatile stocks in TW Market2.5%安定した株価: 8039の株価は、 TW市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 8039の weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてTWの株式の 75% よりも高くなっています。会社概要設立従業員CEO(最高経営責任者ウェブサイト1997n/aDerek Jiangwww.taiflex.com.tw投資持株会社Taiflex Scientific Co., Ltd.は、台湾、中国本土、および国際的な電子材料および電子部品の製造、卸売、小売に従事している。フレキシブル銅張積層板とカバーレイヤー、自然エネルギーによる発電と売電、バッテリー、産業制御、自動車用途のFCCL、カバーレイ、ボンディングシート、スティフナー、複合フィルムなどのFPC材料、総合的な製品仕様、FPC回路保護、コンポーネントを提供している。また、アンテナや車載ミリ波レーダー用途に使用されるPTFE CCLや、組立材料も提供している。また、高分子フィルムや銅箔用の電子材料やコーティング材料の取引も行っている。Taiflex Scientific Co., Ltd.は1997年に設立され、台湾の高雄に本社を置いている。もっと見るTaiflex Scientific Co., Ltd. 基礎のまとめTaiflex Scientific の収益と売上を時価総額と比較するとどうか。8039 基礎統計学時価総額NT$42.56b収益(TTM)NT$623.95m売上高(TTM)NT$10.80b68.2xPER(株価収益率3.9xP/Sレシオ8039 は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計8039 損益計算書(TTM)収益NT$10.80b売上原価NT$8.64b売上総利益NT$2.16bその他の費用NT$1.53b収益NT$623.95m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)2.37グロス・マージン19.97%純利益率5.78%有利子負債/自己資本比率9.9%8039 の長期的なパフォーマンスは?過去の実績と比較を見る配当金1.2%現在の配当利回り97%配当性向View Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/30 22:16終値2026/05/29 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Taiflex Scientific Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Tse-yong YaoHSBCYouxi LinKGI Securities Co. Ltd.Junzhe HungMasterlink Securities Investment Advisory1 その他のアナリストを表示
Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$156, the stock trades at a trailing P/E ratio of 65.5x. Average trailing P/E is 38x in the Electronic industry in Taiwan. Total returns to shareholders of 335% over the past three years.
Reported Earnings • May 01First quarter 2026 earnings released: EPS: NT$0.65 (vs NT$0.32 in 1Q 2025)First quarter 2026 results: EPS: NT$0.65 (up from NT$0.32 in 1Q 2025). Revenue: NT$2.42b (up 8.5% from 1Q 2025). Net income: NT$171.4m (up 108% from 1Q 2025). Profit margin: 7.1% (up from 3.7% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 50% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$161, the stock trades at a trailing P/E ratio of 79.1x. Average trailing P/E is 30x in the Electronic industry in Taiwan. Total returns to shareholders of 356% over the past three years.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$123, the stock trades at a trailing P/E ratio of 60.1x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 240% over the past three years.
Reported Earnings • Mar 04Full year 2025 earnings released: EPS: NT$2.07 (vs NT$2.53 in FY 2024)Full year 2025 results: EPS: NT$2.07 (down from NT$2.53 in FY 2024). Revenue: NT$10.6b (up 6.8% from FY 2024). Net income: NT$535.1m (down 9.7% from FY 2024). Profit margin: 5.0% (down from 6.0% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$97.00, the stock trades at a trailing P/E ratio of 68.6x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 171% over the past three years.
Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$156, the stock trades at a trailing P/E ratio of 65.5x. Average trailing P/E is 38x in the Electronic industry in Taiwan. Total returns to shareholders of 335% over the past three years.
Reported Earnings • May 01First quarter 2026 earnings released: EPS: NT$0.65 (vs NT$0.32 in 1Q 2025)First quarter 2026 results: EPS: NT$0.65 (up from NT$0.32 in 1Q 2025). Revenue: NT$2.42b (up 8.5% from 1Q 2025). Net income: NT$171.4m (up 108% from 1Q 2025). Profit margin: 7.1% (up from 3.7% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 50% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$161, the stock trades at a trailing P/E ratio of 79.1x. Average trailing P/E is 30x in the Electronic industry in Taiwan. Total returns to shareholders of 356% over the past three years.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$123, the stock trades at a trailing P/E ratio of 60.1x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 240% over the past three years.
Reported Earnings • Mar 04Full year 2025 earnings released: EPS: NT$2.07 (vs NT$2.53 in FY 2024)Full year 2025 results: EPS: NT$2.07 (down from NT$2.53 in FY 2024). Revenue: NT$10.6b (up 6.8% from FY 2024). Net income: NT$535.1m (down 9.7% from FY 2024). Profit margin: 5.0% (down from 6.0% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$97.00, the stock trades at a trailing P/E ratio of 68.6x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 171% over the past three years.
お知らせ • Jan 30Taiflex Scientific Co., Ltd., Annual General Meeting, May 27, 2026Taiflex Scientific Co., Ltd., Annual General Meeting, May 27, 2026. Location: no,1, huan ou 3rd rd., cianjhen district, kaohsiung city Taiwan
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 33%After last week's 33% share price gain to NT$104, the stock trades at a trailing P/E ratio of 73.2x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 199% over the past three years.
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 29%After last week's 29% share price gain to NT$78.60, the stock trades at a trailing P/E ratio of 55.6x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 118% over the past three years.
Reported Earnings • Nov 03Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: NT$0.88 (up from NT$0.66 in 3Q 2024). Revenue: NT$2.87b (flat on 3Q 2024). Net income: NT$226.3m (up 42% from 3Q 2024). Profit margin: 7.9% (up from 5.6% in 3Q 2024). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 34%. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
New Risk • Oct 31New 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 8.7% 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 (8.7% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 213% Paying a dividend despite having no free cash flows. Earnings have declined by 11% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (2.9% net profit margin).
Valuation Update With 7 Day Price Move • Sep 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$61.50, the stock trades at a trailing P/E ratio of 53.3x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 77% over the past three years.
New Risk • Sep 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.6% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 214% Paying a dividend despite having no free cash flows. Earnings have declined by 11% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (2.9% net profit margin). Shareholders have been diluted in the past year (17% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$54.60, the stock trades at a trailing P/E ratio of 47.3x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 58% over the past three years.
Buy Or Sell Opportunity • Aug 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.7% to NT$47.80. The fair value is estimated to be NT$39.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has declined by 16%.
New Risk • Aug 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.9% Last year net profit margin: 7.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 214% Paying a dividend despite having no free cash flows. Earnings have declined by 11% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (2.9% net profit margin). Shareholders have been diluted in the past year (17% increase in shares outstanding).
Price Target Changed • Jul 31Price target decreased by 22% to NT$45.00Down from NT$57.36, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of NT$45.35. Stock is down 18% over the past year. The company is forecast to post earnings per share of NT$3.65 for next year compared to NT$2.53 last year.
Buy Or Sell Opportunity • Jul 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to NT$48.00. The fair value is estimated to be NT$39.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has declined by 12%.
Upcoming Dividend • Jul 10Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 17 July 2025. Payment date: 07 August 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 5.5%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.1%).
Buy Or Sell Opportunity • Jun 17Now 21% overvaluedOver the last 90 days, the stock has fallen 5.3% to NT$46.00. The fair value is estimated to be NT$38.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has declined by 12%.
Declared Dividend • Jun 14Dividend of NT$2.50 announcedShareholders will receive a dividend of NT$2.50. Ex-date: 17th July 2025 Payment date: 7th August 2025 Dividend yield will be 5.5%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (112% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 25% to bring the payout ratio under control. However, EPS has declined by 8.5% over the last 5 years so the company would need to reverse this trend.
お知らせ • Jun 13Taiflex Scientific Co., Ltd. Announces Cash Dividend, Payable on August 7, 2025Taiflex Scientific Co., Ltd. announced cash dividend of NTD 2.49523885 per share. Ex-rights (ex-dividend) trading date: July 17, 2025. Ex-rights (ex-dividend) record date: July 23, 2025. Payment date of common stock cash dividend distribution is August 7, 2025.
Buy Or Sell Opportunity • May 14Now 20% overvaluedOver the last 90 days, the stock has fallen 6.7% to NT$46.20. The fair value is estimated to be NT$38.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has declined by 12%.
Reported Earnings • May 01First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: NT$0.32 (down from NT$0.60 in 1Q 2024). Revenue: NT$2.23b (up 13% from 1Q 2024). Net income: NT$82.5m (down 38% from 1Q 2024). Profit margin: 3.7% (down from 6.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 18%. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Apr 23Taiflex Scientific Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Taiflex Scientific Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
New Risk • Apr 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.9% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (99% payout ratio). Shareholders have been diluted in the past year (17% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$36.55, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total loss to shareholders of 1.8% over the past three years.
Reported Earnings • Feb 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: NT$2.53 (up from NT$1.93 in FY 2023). Revenue: NT$9.94b (up 22% from FY 2023). Net income: NT$592.8m (up 40% from FY 2023). Profit margin: 6.0% (up from 5.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Feb 27Taiflex Scientific Co., Ltd., Annual General Meeting, May 27, 2025Taiflex Scientific Co., Ltd., Annual General Meeting, May 27, 2025. Location: no,1, huan ou 3rd rd., cianjhen district, kaohsiung city Taiwan
お知らせ • Feb 19Taiflex Scientific Co., Ltd. to Report Q4, 2024 Results on Feb 26, 2025Taiflex Scientific Co., Ltd. announced that they will report Q4, 2024 results on Feb 26, 2025
お知らせ • Jan 17Taiflex Scientific Co., Ltd. Appoints Lin Cheng as Member of Sustainable Development CommitteeTaiflex Scientific Co., Ltd. appointed Lin Cheng as member of Sustainable Development Committee. Effective date of the new member is January 16, 2025.
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (6.9% increase in shares outstanding).
お知らせ • Nov 30Taiflex Scientific Co., Ltd. Announces Resignation of Fang-I Hsieh as Sustainable Development Committee Member, Effective on December 1, 2024Taiflex Scientific Co., Ltd. announced resignation of Fang-I Hsieh as Sustainable Development Committee member. Resume of the previous position holder: Chief of Staff of Chairman's Office of Taiflex Scientific. Reason for the change: Because of personal career planning, Mrs. Hsieh Fang-I resigned as Sustainable Development Committee member of the company on December 1, 2024.
分析記事 • Nov 06Investors Shouldn't Be Too Comfortable With Taiflex Scientific's (TWSE:8039) EarningsDespite posting some strong earnings, the market for Taiflex Scientific Co., Ltd.'s ( TWSE:8039 ) stock hasn't moved...
Reported Earnings • Nov 04Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: NT$0.65 (down from NT$1.26 in 3Q 2023). Revenue: NT$2.85b (up 15% from 3Q 2023). Net income: NT$159.3m (down 42% from 3Q 2023). Profit margin: 5.6% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 58%. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Oct 23Taiflex Scientific Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Taiflex Scientific Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
New Risk • Oct 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 5.8% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Shareholders have been diluted in the past year (6.9% increase in shares outstanding).
New Risk • Sep 12New 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 7.4% 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 5.8% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.4% average weekly change).
分析記事 • Aug 28What Taiflex Scientific Co., Ltd.'s (TWSE:8039) 33% Share Price Gain Is Not Telling YouDespite an already strong run, Taiflex Scientific Co., Ltd. ( TWSE:8039 ) shares have been powering on, with a gain of...
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$62.20, the stock trades at a trailing P/E ratio of 18.3x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 55% over the past three years.
Reported Earnings • Aug 06Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: NT$1.27 (up from NT$0.63 in 2Q 2023). Revenue: NT$2.88b (up 39% from 2Q 2023). Net income: NT$279.7m (up 102% from 2Q 2023). Profit margin: 9.7% (up from 6.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 9.6%. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 24Taiflex Scientific Co., Ltd. to Report Q2, 2024 Results on Jul 31, 2024Taiflex Scientific Co., Ltd. announced that they will report Q2, 2024 results on Jul 31, 2024
Upcoming Dividend • Jul 16Upcoming dividend of NT$0.92 per shareEligible shareholders must have bought the stock before 23 July 2024. Payment date: 26 August 2024. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 1.6%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (2.5%).
お知らせ • Jun 26Taiflex Scientific Co., Ltd. Announces Cash Dividend on Common Stock, Payable on August 26, 2024Taiflex Scientific Co., Ltd. announced Cash dividend on common stock of TWD 209,119,692. Ex-rights (ex-dividend) trading date: July 23, 2024. Ex-rights (ex-dividend) record date: July 29, 2024. Payment date of common stock cash dividend distribution: August 26, 2024. Date of the resolution by the board of directors or shareholders meeting or decision by the Company: June 25, 2024.
お知らせ • Apr 26Taiflex Scientific Co., Ltd. Announces Executive Changes, Effective May 1, 2024Taiflex Scientific Co., Ltd. announced Executive Changes. Type of personnel changed: research and development officer. Date of occurrence of the change: April 24, 2024. Name, title, and resume of the previous position holder: Kuo-Hsiung Hsia,Senior Assistant Vice President of Research & Development Center,Taiflex Scientific Co.,Ltd. Name, title, and resume of the new position holder: Yu-Chih Kao,Senior Manager of Research & Development Center, Taiflex Scientific Co.,Ltd. Type of the change: position adjustment. Reason for the change: position adjustment. Effective date: May 1, 2024.
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: NT$0.63 (vs NT$0.22 loss in 1Q 2023)First quarter 2024 results: EPS: NT$0.63 (up from NT$0.22 loss in 1Q 2023). Revenue: NT$1.97b (up 41% from 1Q 2023). Net income: NT$132.3m (up NT$177.9m from 1Q 2023). Profit margin: 6.7% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 19Taiflex Scientific Co., Ltd. to Report Q1, 2024 Results on Apr 24, 2024Taiflex Scientific Co., Ltd. announced that they will report Q1, 2024 results on Apr 24, 2024
お知らせ • Feb 21Taiflex Scientific Co., Ltd., Annual General Meeting, May 24, 2024Taiflex Scientific Co., Ltd., Annual General Meeting, May 24, 2024. Location: No.1, Huanqu 3rd Rd., Qianzhen Dist. Kaohsiung City Taiwan Agenda: To consider report of distributing remuneration to directors and the bonus to employees for Year 2023; to consider business Report for Year 2023; to consider Audit Committee's Review Report on the Financial Statements for Year 2023; to consider report of earnings distribution of cash dividends for Year 2023; to consider amendments to the Rules of Procedure for the Board of Directors Meetings; and to consider other matters.
Reported Earnings • Feb 21Full year 2023 earnings released: EPS: NT$2.02 (vs NT$3.35 in FY 2022)Full year 2023 results: EPS: NT$2.02 (down from NT$3.35 in FY 2022). Revenue: NT$8.15b (down 6.6% from FY 2022). Net income: NT$423.0m (down 40% from FY 2022). Profit margin: 5.2% (down from 8.0% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$50.80, the stock trades at a trailing P/E ratio of 28x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 11% over the past three years.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: NT$1.32 (vs NT$1.23 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.32 (up from NT$1.23 in 3Q 2022). Revenue: NT$2.49b (up 4.8% from 3Q 2022). Net income: NT$276.5m (up 7.6% from 3Q 2022). Profit margin: 11% (in line with 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 29Second quarter 2023 earnings released: EPS: NT$0.66 (vs NT$1.08 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.66 (down from NT$1.08 in 2Q 2022). Revenue: NT$2.08b (down 9.8% from 2Q 2022). Net income: NT$138.7m (down 38% from 2Q 2022). Profit margin: 6.7% (down from 9.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 7% per year.
お知らせ • Jul 27Taiflex Scientific Co., Ltd. Announces Appointment of Zhao,Jian-Zhi as Chief Information Security Officer Effective August 1, 2023Taiflex Scientific Co., Ltd. announced appointment of Zhao,Jian-Zhi as Chief Information Security Officer. Name, title, and resume of the new position holder: Zhao,Jian-Zhi,Vice President of Information Security And Knowledge Management Division,Taiflex Scientific Co.,Ltd. Effective date: August 1, 2023.
Upcoming Dividend • Jun 30Upcoming dividend of NT$2.50 per share at 5.7% yieldEligible shareholders must have bought the stock before 07 July 2023. Payment date: 03 August 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.7%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (4.2%).
お知らせ • Jun 08Taiflex Scientific Co., Ltd. Approves Cash Dividend, Payable on August 3, 2023Taiflex Scientific Co., Ltd. approved Cash dividend is TWD 522,799,230 (TWD 2.5 per share). that is TWD 1.9 per share distributed from earning and TWD 0.6 per share distributed from capital surplus. Ex-rights (ex-dividend) record date is July 15, 2023. Payment date of cash dividend distribution is August 3, 2023. Ex-rights (ex-dividend) trading date is July 7, 2023.
お知らせ • May 31Taiflex Scientific Co., Ltd. Approves Cash DividendTaiflex Scientific Co., Ltd. announced that at the Annual Shareholders' Meeting held on May 30, 2023 approved cash dividend per share is TWD 2.5 which is composed of the earning at TWD 1.9 per share and the capital surplus at TWD 0.6 per share.
Reported Earnings • Apr 28First quarter 2023 earnings released: NT$0.22 loss per share (vs NT$1.00 profit in 1Q 2022)First quarter 2023 results: NT$0.22 loss per share (down from NT$1.00 profit in 1Q 2022). Revenue: NT$1.40b (down 36% from 1Q 2022). Net loss: NT$45.6m (down 122% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.
Reported Earnings • Feb 23Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: NT$3.35 (down from NT$3.51 in FY 2021). Revenue: NT$8.72b (down 7.3% from FY 2021). Net income: NT$700.5m (down 4.7% from FY 2021). Profit margin: 8.0% (up from 7.8% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 9.7%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 6.5% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Jan 12Taiflex Scientific Co., Ltd., Annual General Meeting, May 30, 2023Taiflex Scientific Co., Ltd., Annual General Meeting, May 30, 2023. Location: No.1, Huanqu 3rd Rd. Qianzhen Dist., Kaohsiung City Kaohsiung City Taiwan Agenda: To consider report of distributing remuneration to directors and the bonus to employees for Year 2022; to consider business Report for Year 2022; to consider audit Committee's Review Report on the Financial Statements for Year 2022; to consider report of earnings distribution of cash dividends for Year 2022; and to consider other matters.
Price Target Changed • Nov 16Price target decreased to NT$40.00Down from NT$53.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of NT$41.75. Stock is down 9.7% over the past year. The company is forecast to post earnings per share of NT$4.23 for next year compared to NT$3.51 last year.
Board Change • Nov 16Less 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 an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Yung-Shun Chuang was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 28Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: NT$1.23 (up from NT$1.18 in 3Q 2021). Revenue: NT$2.37b (down 12% from 3Q 2021). Net income: NT$257.0m (up 4.1% from 3Q 2021). Profit margin: 11% (up from 9.2% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates by 4.2%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Oct 26Taiflex Scientific Co., Ltd. Announces Established Sustainable Development CommitteeTaiflex Scientific Co., Ltd. announced the established Sustainable Development Committee and appoint committee members approved by the board of directors. Name of the new position holder: Shi-Chern Yen; Wen-I Lo; Yung-Shun Chuang; Zong-Han Jiang; Fang-I Hsieh. Resume of the new position holder: Shi-Chern Yen: The company's Independent Director; Wen-I Lo: The company's Independent Director; Yung-Shun Chuang: The company's Independent Director; Zong-Han Jiang: The company's President; Fang-I Hsieh: The company's Chief Financial Officer. Reason for the change: First establishment of Sustainable Development Committee. Effective date of the new member: October 25, 2022.
Buying Opportunity • Sep 28Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be NT$49.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 7.9%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 14% in the next 2 years.
Price Target Changed • Aug 04Price target decreased to NT$48.00Down from NT$53.00, the current price target is provided by 1 analyst. New target price is 18% above last closing price of NT$40.75. Stock is down 25% over the past year. The company is forecast to post earnings per share of NT$4.23 for next year compared to NT$3.51 last year.
Reported Earnings • Jul 29Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: NT$1.07 (up from NT$0.94 in 2Q 2021). Revenue: NT$2.31b (down 2.8% from 2Q 2021). Net income: NT$225.1m (up 15% from 2Q 2021). Profit margin: 9.8% (up from 8.3% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) exceeded analyst estimates by 12%. Over the next year, revenue is forecast to grow 13%, compared to a 9.6% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Buying Opportunity • Jul 20Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.6%. The fair value is estimated to be NT$51.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 11% in a year. Earnings is forecast to grow by 19% in the next year.
Upcoming Dividend • Jul 13Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 20 July 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 68% but the company is not cash flow positive. Trailing yield: 6.0%. Lower than top quartile of Taiwanese dividend payers (6.9%). Higher than average of industry peers (5.0%).
お知らせ • Jun 23Taiflex Scientific Co., Ltd. Announces Cash Dividend for the Year 2021, Payable on August 11, 2022Taiflex Scientific Co., Ltd. announced cash dividend of TWD 522,799,230 (TWD 2.5 per share). Ex-rights (ex-dividend) trading date is July 20, 2022. Ex-rights (ex-dividend) record date is July 26, 2022. The cash dividend payment date is August 11, 2022., at the AGM held on June 22, 2022.
お知らせ • May 27Taiflex Scientific Co., Ltd. Approves Cash Dividend for Fiscal Year 2021Taiflex Scientific Co., Ltd. at the Annual Shareholders' Meeting held on May 26, 2022, approved distributing cash dividend of TWD 2.5 per share.
Major Estimate Revision • May 13Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from NT$9.89b to NT$10.2b. EPS estimate increased from NT$3.80 to NT$4.30 per share. Net income forecast to grow 19% next year vs 11% growth forecast for Electronic industry in Taiwan. Consensus price target broadly unchanged at NT$53.00. Share price was steady at NT$45.10 over the past week.
Reported Earnings • May 02First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: NT$1.00 (up from NT$0.83 in 1Q 2021). Revenue: NT$2.18b (flat on 1Q 2021). Net income: NT$208.5m (up 21% from 1Q 2021). Profit margin: 9.5% (up from 7.9% in 1Q 2021). Revenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 79%. Over the next year, revenue is forecast to grow 7.7%, compared to a 10% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less 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 an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Yung-Shun Chuang was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Major Estimate Revision • Mar 05Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from NT$10.1b to NT$9.89b. EPS estimate also fell from NT$4.29 per share to NT$3.80 per share. Net income forecast to grow 8.4% next year vs 18% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$57.00 to NT$54.00. Share price was steady at NT$46.25 over the past week.
Reported Earnings • Feb 27Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$3.51 (down from NT$3.70 in FY 2020). Revenue: NT$9.41b (up 7.3% from FY 2020). Net income: NT$734.7m (down 4.9% from FY 2020). Profit margin: 7.8% (down from 8.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) also missed analyst estimates by 27%. Over the next year, revenue is forecast to grow 7.4%, compared to a 9.3% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Feb 25Taiflex Scientific Co., Ltd., Annual General Meeting, May 26, 2022Taiflex Scientific Co., Ltd., Annual General Meeting, May 26, 2022. Location: No.1, Huanqu 3rd Rd Kaohsiung Export Processing Zone Kao Hsiung City Taiwan Agenda: To consider report of distributing remuneration to directors and the bonus to employees for Year 2021; to consider business Report for Year 2021; to amend the Articles of Incorporation; to amend the Rules of Procedure for Shareholders' Meeting; to amend the Procedures for Acquisition or Disposal of Assets.
Price Target Changed • Nov 06Price target decreased to NT$58.00Down from NT$65.00, the current price target is provided by 1 analyst. New target price is 23% above last closing price of NT$47.20. Stock is down 13% over the past year. The company is forecast to post earnings per share of NT$4.09 for next year compared to NT$3.70 last year.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS NT$1.18 (vs NT$1.50 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: NT$2.69b (flat on 3Q 2020). Net income: NT$246.9m (down 21% from 3Q 2020). Profit margin: 9.2% (down from 12% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 14% per year.
Upcoming Dividend • Aug 06Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 13 August 2021. Payment date: 03 September 2021. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).
Director Overboarding • Aug 04Director Yung-Shun Chuang has joined 7th company boardIndependent Director Yung-Shun Chuang has been appointed to the board of Taiflex Scientific Co., Ltd. (TWSE:8039). Chuang now sits on a total of 7 company boards. With 7 board positions including the role of CEO at Onyx Healthcare Inc. (TPEX:6569), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Reported Earnings • Jul 31Second quarter 2021 earnings released: EPS NT$0.94 (vs NT$0.80 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$2.37b (up 15% from 2Q 2020). Net income: NT$196.1m (up 17% from 2Q 2020). Profit margin: 8.3% (up from 8.1% 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 9% per year whereas the company’s share price has increased by 7% per year.
Reported Earnings • Apr 29First quarter 2021 earnings released: EPS NT$0.83 (vs NT$0.40 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.20b (up 37% from 1Q 2020). Net income: NT$173.0m (up 107% from 1Q 2020). Profit margin: 7.9% (up from 5.2% 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 5% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Apr 15Taiflex Scientific (TPE:8039) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Reported Earnings • Apr 01Full year 2020 earnings released: EPS NT$3.70 (vs NT$3.02 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$8.77b (up 16% from FY 2019). Net income: NT$772.9m (up 23% from FY 2019). Profit margin: 8.8% (up from 8.3% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Mar 20Taiflex Scientific Co., Ltd. Announces the Resignation of Zheng Dun-Ren as Independent Director and Audit & Compensation CommitteeTaiflex Scientific Co., Ltd. announced that Mr. Zheng Dun-Ren resigned as independent director and audit & compensation committee of the company on March 17, 2021.
分析記事 • Mar 12Does Taiflex Scientific Co., Ltd. (TPE:8039) Have A Place In Your Dividend Stock Portfolio?Could Taiflex Scientific Co., Ltd. ( TPE:8039 ) be an attractive dividend share to own for the long haul? Investors are...
Is New 90 Day High Low • Mar 09New 90-day low: NT$50.40The company is down 10.0% from its price of NT$56.00 on 09 December 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$29.41 per share.
Analyst Estimate Surprise Post Earnings • Feb 26Revenue and earnings miss expectationsRevenue missed analyst estimates by 0.4%. Earnings per share (EPS) also missed analyst estimates by 8.6%. Over the next year, revenue is forecast to grow 12%, compared to a 16% growth forecast for the Electronic industry in Taiwan.
お知らせ • Feb 25Taiflex Scientific Co., Ltd., Annual General Meeting, May 25, 2021Taiflex Scientific Co., Ltd., Annual General Meeting, May 25, 2021. Location: No.1, Huanqu 3rd Rd., Kaohsiung Export Processing Zone Kaohsiung City Taiwan Agenda: To report of distributing remuneration to directors and the bonus to employees for Year 2020; to consider Business Report for Year 2020; and to consider other matters.
Reported Earnings • Feb 25Full year 2020 earnings released: EPS NT$3.70 (vs NT$3.02 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$8.77b (up 16% from FY 2019). Net income: NT$772.9m (up 23% from FY 2019). Profit margin: 8.8% (up from 8.3% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.
分析記事 • Feb 16Is Taiflex Scientific Co., Ltd. (TPE:8039) Worth NT$51.8 Based On Its Intrinsic Value?Today we will run through one way of estimating the intrinsic value of Taiflex Scientific Co., Ltd. ( TPE:8039 ) by...
分析記事 • Feb 03Taiflex Scientific (TPE:8039) Has Compensated Shareholders With A Respectable 89% Return On Their InvestmentIf you buy and hold a stock for many years, you'd hope to be making a profit. Better yet, you'd like to see the share...
Is New 90 Day High Low • Feb 01New 90-day low: NT$51.00The company is down 3.0% from its price of NT$52.70 on 03 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$39.30 per share.
分析記事 • Jan 14Should You Use Taiflex Scientific's (TPE:8039) Statutory Earnings To Analyse It?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...
分析記事 • Dec 30Taiflex Scientific (TPE:8039) Could Easily Take On More DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Dec 15Taiflex Scientific Co., Ltd.'s (TPE:8039) Stock Has Shown A Decent Performance: Have Financials A Role To Play?Taiflex Scientific's (TPE:8039) stock is up by 5.8% over the past three months. As most would know, long-term...
分析記事 • Nov 26Will Taiflex Scientific (TPE:8039) Multiply In Value Going Forward?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Is New 90 Day High Low • Nov 20New 90-day high: NT$56.50The company is up 9.0% from its price of NT$52.00 on 21 August 2020. The Taiwanese market is also up 9.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Electronic industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$27.56 per share.