View Future GrowthDarfon Electronics 過去の業績過去 基準チェック /16Darfon Electronicsの収益は年間平均-18.3%の割合で減少していますが、 Tech業界の収益は年間 増加しています。収益は年間4.2% 3.7%割合で 減少しています。主要情報-18.25%収益成長率-18.15%EPS成長率Tech 業界の成長14.00%収益成長率-3.72%株主資本利益率-0.97%ネット・マージン0.54%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 07First quarter 2026 earnings released: EPS: NT$0.21 (vs NT$0.21 in 1Q 2025)First quarter 2026 results: EPS: NT$0.21 (down from NT$0.21 in 1Q 2025). Revenue: NT$6.02b (up 9.9% from 1Q 2025). Net income: NT$56.9m (down 3.7% from 1Q 2025). Profit margin: 0.9% (down from 1.1% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 05Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: NT$0.51 (down from NT$2.22 in FY 2024). Revenue: NT$25.1b (up 16% from FY 2024). Net income: NT$141.8m (down 77% from FY 2024). Profit margin: 0.6% (down from 2.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 51%. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 09Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: NT$0.03 (down from NT$0.68 in 3Q 2024). Revenue: NT$6.50b (up 22% from 3Q 2024). Net income: NT$8.18m (down 96% from 3Q 2024). Profit margin: 0.1% (down from 3.5% in 3Q 2024). Revenue missed analyst estimates by 6.2%. Earnings per share (EPS) also missed analyst estimates by 96%. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • Aug 02Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: NT$0.22 (down from NT$0.62 in 2Q 2024). Revenue: NT$6.90b (up 33% from 2Q 2024). Net income: NT$61.2m (down 64% from 2Q 2024). Profit margin: 0.9% (down from 3.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 19%. 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 5% per year, which means it has not declined as severely as earnings.Reported Earnings • May 06First quarter 2025 earnings released: EPS: NT$0.21 (vs NT$0.52 in 1Q 2024)First quarter 2025 results: EPS: NT$0.21 (down from NT$0.52 in 1Q 2024). Revenue: NT$5.48b (up 7.3% from 1Q 2024). Net income: NT$59.1m (down 59% from 1Q 2024). Profit margin: 1.1% (down from 2.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 5% per year.お知らせ • Apr 27Darfon Electronics Corp. to Report Q1, 2025 Results on May 05, 2025Darfon Electronics Corp. announced that they will report Q1, 2025 results on May 05, 2025すべての更新を表示Recent updatesReported Earnings • May 07First quarter 2026 earnings released: EPS: NT$0.21 (vs NT$0.21 in 1Q 2025)First quarter 2026 results: EPS: NT$0.21 (down from NT$0.21 in 1Q 2025). Revenue: NT$6.02b (up 9.9% from 1Q 2025). Net income: NT$56.9m (down 3.7% from 1Q 2025). Profit margin: 0.9% (down from 1.1% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 05Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: NT$0.51 (down from NT$2.22 in FY 2024). Revenue: NT$25.1b (up 16% from FY 2024). Net income: NT$141.8m (down 77% from FY 2024). Profit margin: 0.6% (down from 2.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 51%. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • Mar 05Darfon Electronics Corp., Annual General Meeting, May 27, 2026Darfon Electronics Corp., Annual General Meeting, May 27, 2026, at 09:00 Taipei Standard Time. Location: no,398, t`ao ying rd., taoyuan district, taoyuan city TaiwanNew Risk • Mar 05New major risk - Revenue and earnings growthEarnings have declined by 8.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 231% Cash payout ratio: 92% Earnings have declined by 8.7% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin).Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$32.55, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Tech industry in Taiwan. Negligible returns to shareholders over past three years.Reported Earnings • Nov 09Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: NT$0.03 (down from NT$0.68 in 3Q 2024). Revenue: NT$6.50b (up 22% from 3Q 2024). Net income: NT$8.18m (down 96% from 3Q 2024). Profit margin: 0.1% (down from 3.5% in 3Q 2024). Revenue missed analyst estimates by 6.2%. Earnings per share (EPS) also missed analyst estimates by 96%. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • Aug 02Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: NT$0.22 (down from NT$0.62 in 2Q 2024). Revenue: NT$6.90b (up 33% from 2Q 2024). Net income: NT$61.2m (down 64% from 2Q 2024). Profit margin: 0.9% (down from 3.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 19%. 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 5% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jun 13Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 20 June 2025. Payment date: 18 July 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.3%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (3.7%).お知らせ • May 30Darfon Electronics Corp. Announces Cash Dividend, Payable on July 18, 2025Darfon Electronics Corp. announced that at the shareholders meeting held on May 29, 2025 approved Cash dividend of TWD 560,000,002. Ex-rights (ex-dividend) trading date is June 20, 2025. Ex-rights (ex-dividend) record date is June 28, 2025. Payment date of common stock cash dividend distribution is July 18, 2025.Reported Earnings • May 06First quarter 2025 earnings released: EPS: NT$0.21 (vs NT$0.52 in 1Q 2024)First quarter 2025 results: EPS: NT$0.21 (down from NT$0.52 in 1Q 2024). Revenue: NT$5.48b (up 7.3% from 1Q 2024). Net income: NT$59.1m (down 59% from 1Q 2024). Profit margin: 1.1% (down from 2.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 5% per year.お知らせ • Apr 27Darfon Electronics Corp. to Report Q1, 2025 Results on May 05, 2025Darfon Electronics Corp. announced that they will report Q1, 2025 results on May 05, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$33.95, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 18x in the Tech industry in Taiwan. Total loss to shareholders of 13% over the past three years.New Risk • Mar 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 61% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (157% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.9% net profit margin).Reported Earnings • Mar 08Full year 2024 earnings released: EPS: NT$2.22 (vs NT$5.91 in FY 2023)Full year 2024 results: EPS: NT$2.22 (down from NT$5.91 in FY 2023). Revenue: NT$21.7b (down 16% from FY 2023). Net income: NT$618.6m (down 63% from FY 2023). Profit margin: 2.9% (down from 6.4% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.お知らせ • Mar 05Darfon Electronics Corp., Annual General Meeting, May 29, 2025Darfon Electronics Corp., Annual General Meeting, May 29, 2025, at 09:00 Taipei Standard Time. Location: no,398, t`ao ying rd., taoyuan district, taoyuan city Taiwanお知らせ • Feb 22Darfon Electronics Corp. to Report Fiscal Year 2024 Results on Mar 03, 2025Darfon Electronics Corp. announced that they will report fiscal year 2024 results at 9:00 AM, Taipei Standard Time on Mar 03, 2025New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.分析記事 • Nov 11Why Darfon Electronics' (TWSE:8163) Shaky Earnings Are Just The Beginning Of Its ProblemsDarfon Electronics Corp.'s ( TWSE:8163 ) recent weak earnings report didn't cause a big stock movement. We think that...Reported Earnings • Nov 05Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: NT$0.68 (down from NT$3.86 in 3Q 2023). Revenue: NT$5.35b (down 22% from 3Q 2023). Net income: NT$189.4m (down 82% from 3Q 2023). Profit margin: 3.5% (down from 16% in 3Q 2023). Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 36%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 3% per year.お知らせ • Oct 24Darfon Electronics Corp. to Report Q3, 2024 Results on Nov 01, 2024Darfon Electronics Corp. announced that they will report Q3, 2024 results on Nov 01, 2024Buy Or Sell Opportunity • Aug 21Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to NT$52.60. The fair value is estimated to be NT$66.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.2% over the last 3 years. Earnings per share has grown by 16%.Reported Earnings • Aug 08Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: NT$0.62 (down from NT$0.82 in 2Q 2023). Revenue: NT$5.20b (down 25% from 2Q 2023). Net income: NT$172.0m (down 25% from 2Q 2023). Profit margin: 3.3% (in line with 2Q 2023). Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Aug 05Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 31% to NT$49.50. The fair value is estimated to be NT$66.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%.お知らせ • Jul 27Darfon Electronics Corp. to Report Q2, 2024 Results on Aug 05, 2024Darfon Electronics Corp. announced that they will report Q2, 2024 results on Aug 05, 2024Buy Or Sell Opportunity • Jul 03Now 19% overvalued after recent price riseOver the last 90 days, the stock has risen 9.3% to NT$69.50. The fair value is estimated to be NT$58.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%.Buy Or Sell Opportunity • Jul 02Now 18% overvalued after recent price riseOver the last 90 days, the stock has risen 8.6% to NT$69.10. The fair value is estimated to be NT$58.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%.Buy Or Sell Opportunity • Jul 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to NT$69.90. The fair value is estimated to be NT$58.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%.Buy Or Sell Opportunity • Jun 20Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.0% to NT$70.10. The fair value is estimated to be NT$58.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%.Declared Dividend • Jun 15Dividend increased to NT$4.00Dividend of NT$4.00 is 33% higher than last year. Ex-date: 4th July 2024 Payment date: 5th August 2024 Dividend yield will be 5.8%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 16% over the next year. However, it would need to fall by 25% to increase the payout ratio to a potentially unsustainable range.Buy Or Sell Opportunity • Jun 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to NT$69.20. The fair value is estimated to be NT$57.57, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%.Reported Earnings • May 07First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: NT$0.52 (up from NT$0.51 in 1Q 2023). Revenue: NT$5.11b (down 15% from 1Q 2023). Net income: NT$143.7m (flat on 1Q 2023). Profit margin: 2.8% (up from 2.4% in 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 93%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 15% per year and the company’s share price has also increased by 15% per year.Buy Or Sell Opportunity • May 07Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to NT$71.80. The fair value is estimated to be NT$57.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%.分析記事 • May 03Darfon Electronics Corp.'s (TWSE:8163) Share Price Is Matching Sentiment Around Its EarningsDarfon Electronics Corp.'s ( TWSE:8163 ) price-to-earnings (or "P/E") ratio of 11.4x might make it look like a strong...お知らせ • Apr 26Darfon Electronics Corp. to Report Q1, 2024 Results on May 03, 2024Darfon Electronics Corp. announced that they will report Q1, 2024 results on May 03, 2024分析記事 • Mar 13Darfon Electronics' (TWSE:8163) Shareholders May Want To Dig Deeper Than Statutory ProfitFollowing the solid earnings report from Darfon Electronics Corp. ( TWSE:8163 ), the market responded by bidding up the...Major Estimate Revision • Mar 13Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from NT$27.1b to NT$26.5b. EPS estimate also fell from NT$3.90 per share to NT$3.50 per share. Net income forecast to shrink 41% next year vs 27% growth forecast for Tech industry in Taiwan . Consensus price target up from NT$58.00 to NT$73.00. Share price was steady at NT$60.70 over the past week.New Risk • Mar 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 132% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Mar 06Full year 2023 earnings released: EPS: NT$5.91 (vs NT$4.15 in FY 2022)Full year 2023 results: EPS: NT$5.91 (up from NT$4.15 in FY 2022). Revenue: NT$25.8b (down 13% from FY 2022). Net income: NT$1.65b (up 42% from FY 2022). Profit margin: 6.4% (up from 3.9% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 05+ 1 more updateDarfon Electronics Corp. to Report Fiscal Year 2023 Results on Mar 04, 2024Darfon Electronics Corp. announced that they will report fiscal year 2023 results on Mar 04, 2024お知らせ • Dec 30Darfon Electronics Corp. Announces the Resignation of Philip, Nian as Chief Information Security OfficerDarfon Electronics Corp. announced the resignation of Philip, Nian as Chief Information Security Officer, effective December 29, 2023.New Risk • Nov 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 74% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 36% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.New Risk • Nov 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Nov 04Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: NT$3.86 (up from NT$1.21 in 3Q 2022). Revenue: NT$6.84b (down 9.6% from 3Q 2022). Net income: NT$1.07b (up 217% from 3Q 2022). Profit margin: 16% (up from 4.5% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 29Darfon Electronics Corp. Approves Distribution of Cash DividendDarfon Electronics Corp. approved Distribution of cash dividend RMB 288,027,783.07 at the shareholders' meeting held on September 28, 2023.New Risk • Aug 06New major risk - Revenue and earnings growthEarnings have declined by 2.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.2% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (136% cash payout ratio).Reported Earnings • Aug 05Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: NT$0.82 (down from NT$1.02 in 2Q 2022). Revenue: NT$6.89b (down 11% from 2Q 2022). Net income: NT$228.2m (down 20% from 2Q 2022). Profit margin: 3.3% (down from 3.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.5%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Tech industry in Taiwan. 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 4% per year.お知らせ • Aug 04Darfon Electronics Corp. Announces Changes in the Company's CFODarfon Electronics Corp. announced changes in the company's CFO. Name, title, and resume of the previous position holder: CFO: Lin, Hsien-Chang, Financial Vice President of the Company. Name, title, and resume of the new position holder: CFO: Lin, Feng-Cheng, Associate Vice President of the Company's Financial Department. Effective date: August 3, 2023.Upcoming Dividend • Jul 04Upcoming dividend of NT$3.00 per share at 6.3% yieldEligible shareholders must have bought the stock before 11 July 2023. Payment date: 10 August 2023. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 6.3%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.8%).お知らせ • May 23Darfon Electronics Corp. Announces Appointment of Philip, Nian as Chief Information Security OfficerDarfon Electronics Corp. announced the appointment of Philip, Nian as chief information security officer, effective May 22, 2023. Philip, Nian is senior director of the information technology service department of Darfon Electronics Corp.Reported Earnings • Mar 10Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: NT$4.15 (up from NT$4.10 in FY 2021). Revenue: NT$29.5b (up 5.3% from FY 2021). Net income: NT$1.16b (up 1.4% from FY 2021). Profit margin: 3.9% (down from 4.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 4.2%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 14% per year and the company’s share price has also increased by 14% per 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. 4 independent directors (5 non-independent directors). Independent Director Kelvin Lee 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 • Nov 05Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: NT$1.21 (up from NT$1.09 in 3Q 2021). Revenue: NT$7.57b (up 8.8% from 3Q 2021). Net income: NT$338.7m (up 12% from 3Q 2021). Profit margin: 4.5% (up from 4.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 7.7%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 06Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: EPS: NT$1.02 (down from NT$1.11 in 2Q 2021). Revenue: NT$7.75b (up 2.9% from 2Q 2021). Net income: NT$286.4m (down 7.7% from 2Q 2021). Profit margin: 3.7% (down from 4.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.5%. Over the next year, revenue is forecast to grow 7.2%, compared to a 4.0% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 1% per year.Price Target Changed • Jul 15Price target decreased to NT$51.00Down from NT$58.50, the current price target is an average from 3 analysts. New target price is 35% above last closing price of NT$37.80. Stock is down 21% over the past year. The company is forecast to post earnings per share of NT$4.68 for next year compared to NT$4.09 last year.Upcoming Dividend • Jun 30Upcoming dividend of NT$3.00 per shareEligible shareholders must have bought the stock before 07 July 2022. Payment date: 04 August 2022. Payout ratio is a comfortable 70% but the company is not cash flow positive. Trailing yield: 7.4%. Within top quartile of Taiwanese dividend payers (6.4%). In line with average of industry peers (7.2%).Board Change • Jun 06Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Kelvin Lee was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • May 06First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: NT$0.89 (up from NT$0.72 in 1Q 2021). Revenue: NT$7.42b (up 24% from 1Q 2021). Net income: NT$248.4m (up 23% from 1Q 2021). Profit margin: 3.3% (down from 3.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 9.6%, compared to a 8.2% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.Price Target Changed • Apr 27Price target increased to NT$61.50Up from NT$52.50, the current price target is an average from 2 analysts. New target price is 31% above last closing price of NT$46.95. Stock is down 10% over the past year. The company is forecast to post earnings per share of NT$4.92 for next year compared to NT$4.09 last year.Reported Earnings • Mar 11Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: NT$4.09 (up from NT$3.23 in FY 2020). Revenue: NT$28.0b (up 26% from FY 2020). Net income: NT$1.15b (up 27% from FY 2020). Profit margin: 4.1% (up from 4.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 13%, compared to a 8.3% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS NT$1.08 (vs NT$1.01 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: NT$6.96b (up 14% from 3Q 2020). Net income: NT$303.7m (up 7.8% from 3Q 2020). Profit margin: 4.4% (down from 4.6% in 3Q 2020). The decrease in margin was driven by higher expenses. 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 4% per year, which means it is well ahead of earnings.Board Change • Sep 12Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Nelson Lee was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Sep 10Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Nelson Lee was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Sep 09Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Nelson Lee was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Sep 07Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Nelson Lee was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Sep 06Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Nelson Lee was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Aug 16Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 23 August 2021. Payment date: 11 September 2021. Trailing yield: 5.7%. Within top quartile of Taiwanese dividend payers (5.2%). In line with average of industry peers (5.4%).Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$1.11 (vs NT$0.89 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: NT$7.54b (up 32% from 2Q 2020). Net income: NT$310.3m (up 25% from 2Q 2020). Profit margin: 4.1% (down from 4.3% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 13% 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.Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$0.72 (vs NT$0.36 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$6.00b (up 46% from 1Q 2020). Net income: NT$201.3m (up 100% from 1Q 2020). Profit margin: 3.4% (up from 2.4% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 4% per year.分析記事 • Mar 25Calculating The Fair Value Of Darfon Electronics Corp. (TPE:8163)Does the March share price for Darfon Electronics Corp. ( TPE:8163 ) reflect what it's really worth? Today, we will...お知らせ • Mar 17Darfon Electronics Corp., Annual General Meeting, Jun 23, 2021Darfon Electronics Corp., Annual General Meeting, Jun 23, 2021.Reported Earnings • Mar 16Full year 2020 earnings released: EPS NT$3.23 (vs NT$3.21 in FY 2019)The company reported a mediocre full year result with weaker profit margins, although earnings were flat and revenues improved. Full year 2020 results: Revenue: NT$22.3b (up 17% from FY 2019). Net income: NT$903.8m (flat on FY 2019). Profit margin: 4.0% (down from 4.7% in FY 2019). The decrease in margin was driven by higher expenses. 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 15% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Mar 10New 90-day high: NT$47.40The company is up 6.0% from its price of NT$44.70 on 10 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 Tech industry, which is up 7.0% over the same period.分析記事 • Feb 24We Like These Underlying Trends At Darfon Electronics (TPE:8163)What are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Feb 04Should You Or Shouldn't You: A Dividend Analysis on Darfon Electronics Corp. (TPE:8163)Today we'll take a closer look at Darfon Electronics Corp. ( TPE:8163 ) from a dividend investor's perspective. Owning...分析記事 • Jan 14Shareholders Of Darfon Electronics (TPE:8163) Must Be Happy With Their 270% Total ReturnThe worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...分析記事 • Dec 15Is Darfon Electronics (TPE:8163) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Is New 90 Day High Low • Nov 24New 90-day high: NT$43.40The company is up 12% from its price of NT$38.60 on 26 August 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Tech industry, which is down 2.0% over the same period.Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS NT$1.01The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2020 results: Revenue: NT$6.11b (up 23% from 3Q 2019). Net income: NT$281.8m (up 18% from 3Q 2019). Profit margin: 4.6% (down from 4.8% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS NT$1.01The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2020 results: Revenue: NT$6.11b (up 23% from 3Q 2019). Net income: NT$281.8m (up 18% from 3Q 2019). Profit margin: 4.6% (down from 4.8% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.収支内訳Darfon Electronics の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TWSE:8163 収益、費用、利益 ( )TWD Millions日付収益収益G+A経費研究開発費31 Mar 2625,6151403,13298131 Dec 2525,0741423,07897030 Sep 2524,9292423,0501,00230 Jun 2523,7774232,7971,00131 Mar 2522,0725342,5741,01631 Dec 2421,7006192,3971,01530 Sep 2421,7197112,15499130 Jun 2423,2111,5962,3151,03531 Mar 2424,9021,6522,3881,04431 Dec 2325,7921,6512,3891,04730 Sep 2326,5261,7352,3871,03730 Jun 2327,2559992,32498431 Mar 2328,1211,0572,34097831 Dec 2229,5351,1632,4011,00030 Sep 2230,2951,2052,3961,00830 Jun 2229,6851,1702,34999631 Mar 2229,4691,1942,32299431 Dec 2128,0491,1472,22994630 Sep 2126,8961,0892,18992330 Jun 2126,0441,0672,13390131 Mar 2124,2331,0042,03385331 Dec 2022,3509041,91680730 Sep 2021,0968621,88176830 Jun 2019,9448191,83273131 Mar 2019,2268031,78273531 Dec 1919,1379001,72675330 Sep 1919,1671,0101,64677730 Jun 1919,9821,4151,61483031 Mar 1920,1351,5771,58084031 Dec 1820,1141,5201,57884030 Sep 1819,6011,3511,54782730 Jun 1818,5028871,48779131 Mar 1817,8896361,44877231 Dec 1717,6645811,43276730 Sep 1717,7455781,42976330 Jun 1718,2225761,46977531 Mar 1718,3905081,48878231 Dec 1618,6824681,51379530 Sep 1618,7223701,51179630 Jun 1618,3686881,56383431 Mar 1618,5446341,54682931 Dec 1519,6616251,58784330 Sep 1520,7036301,62287030 Jun 1521,4582091,559838質の高い収益: 8163は 高品質の収益 を持っています。利益率の向上: 8163の現在の純利益率 (0.5%)は、昨年(2.4%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 8163の収益は過去 5 年間で年間18.3%減少しました。成長の加速: 8163は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 8163は過去 1 年間で収益成長率がマイナス ( -73.9% ) となったため、 Tech業界平均 ( -3.1% ) と比較することが困難です。株主資本利益率高いROE: 8163の 自己資本利益率 ( -1% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/08 13:10終値2026/05/08 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Darfon Electronics Corp. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Wayne DongBarclaysFelix HsuMasterlink Securities Investment AdvisorySi FuSinoPac Securities Investment Service1 その他のアナリストを表示
Reported Earnings • May 07First quarter 2026 earnings released: EPS: NT$0.21 (vs NT$0.21 in 1Q 2025)First quarter 2026 results: EPS: NT$0.21 (down from NT$0.21 in 1Q 2025). Revenue: NT$6.02b (up 9.9% from 1Q 2025). Net income: NT$56.9m (down 3.7% from 1Q 2025). Profit margin: 0.9% (down from 1.1% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 05Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: NT$0.51 (down from NT$2.22 in FY 2024). Revenue: NT$25.1b (up 16% from FY 2024). Net income: NT$141.8m (down 77% from FY 2024). Profit margin: 0.6% (down from 2.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 51%. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 09Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: NT$0.03 (down from NT$0.68 in 3Q 2024). Revenue: NT$6.50b (up 22% from 3Q 2024). Net income: NT$8.18m (down 96% from 3Q 2024). Profit margin: 0.1% (down from 3.5% in 3Q 2024). Revenue missed analyst estimates by 6.2%. Earnings per share (EPS) also missed analyst estimates by 96%. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 02Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: NT$0.22 (down from NT$0.62 in 2Q 2024). Revenue: NT$6.90b (up 33% from 2Q 2024). Net income: NT$61.2m (down 64% from 2Q 2024). Profit margin: 0.9% (down from 3.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 19%. 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 5% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 06First quarter 2025 earnings released: EPS: NT$0.21 (vs NT$0.52 in 1Q 2024)First quarter 2025 results: EPS: NT$0.21 (down from NT$0.52 in 1Q 2024). Revenue: NT$5.48b (up 7.3% from 1Q 2024). Net income: NT$59.1m (down 59% from 1Q 2024). Profit margin: 1.1% (down from 2.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 5% per year.
お知らせ • Apr 27Darfon Electronics Corp. to Report Q1, 2025 Results on May 05, 2025Darfon Electronics Corp. announced that they will report Q1, 2025 results on May 05, 2025
Reported Earnings • May 07First quarter 2026 earnings released: EPS: NT$0.21 (vs NT$0.21 in 1Q 2025)First quarter 2026 results: EPS: NT$0.21 (down from NT$0.21 in 1Q 2025). Revenue: NT$6.02b (up 9.9% from 1Q 2025). Net income: NT$56.9m (down 3.7% from 1Q 2025). Profit margin: 0.9% (down from 1.1% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 05Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: NT$0.51 (down from NT$2.22 in FY 2024). Revenue: NT$25.1b (up 16% from FY 2024). Net income: NT$141.8m (down 77% from FY 2024). Profit margin: 0.6% (down from 2.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 51%. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 05Darfon Electronics Corp., Annual General Meeting, May 27, 2026Darfon Electronics Corp., Annual General Meeting, May 27, 2026, at 09:00 Taipei Standard Time. Location: no,398, t`ao ying rd., taoyuan district, taoyuan city Taiwan
New Risk • Mar 05New major risk - Revenue and earnings growthEarnings have declined by 8.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 231% Cash payout ratio: 92% Earnings have declined by 8.7% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin).
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$32.55, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Tech industry in Taiwan. Negligible returns to shareholders over past three years.
Reported Earnings • Nov 09Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: NT$0.03 (down from NT$0.68 in 3Q 2024). Revenue: NT$6.50b (up 22% from 3Q 2024). Net income: NT$8.18m (down 96% from 3Q 2024). Profit margin: 0.1% (down from 3.5% in 3Q 2024). Revenue missed analyst estimates by 6.2%. Earnings per share (EPS) also missed analyst estimates by 96%. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 02Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: NT$0.22 (down from NT$0.62 in 2Q 2024). Revenue: NT$6.90b (up 33% from 2Q 2024). Net income: NT$61.2m (down 64% from 2Q 2024). Profit margin: 0.9% (down from 3.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 19%. 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 5% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jun 13Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 20 June 2025. Payment date: 18 July 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.3%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (3.7%).
お知らせ • May 30Darfon Electronics Corp. Announces Cash Dividend, Payable on July 18, 2025Darfon Electronics Corp. announced that at the shareholders meeting held on May 29, 2025 approved Cash dividend of TWD 560,000,002. Ex-rights (ex-dividend) trading date is June 20, 2025. Ex-rights (ex-dividend) record date is June 28, 2025. Payment date of common stock cash dividend distribution is July 18, 2025.
Reported Earnings • May 06First quarter 2025 earnings released: EPS: NT$0.21 (vs NT$0.52 in 1Q 2024)First quarter 2025 results: EPS: NT$0.21 (down from NT$0.52 in 1Q 2024). Revenue: NT$5.48b (up 7.3% from 1Q 2024). Net income: NT$59.1m (down 59% from 1Q 2024). Profit margin: 1.1% (down from 2.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 5% per year.
お知らせ • Apr 27Darfon Electronics Corp. to Report Q1, 2025 Results on May 05, 2025Darfon Electronics Corp. announced that they will report Q1, 2025 results on May 05, 2025
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$33.95, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 18x in the Tech industry in Taiwan. Total loss to shareholders of 13% over the past three years.
New Risk • Mar 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 61% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (157% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.9% net profit margin).
Reported Earnings • Mar 08Full year 2024 earnings released: EPS: NT$2.22 (vs NT$5.91 in FY 2023)Full year 2024 results: EPS: NT$2.22 (down from NT$5.91 in FY 2023). Revenue: NT$21.7b (down 16% from FY 2023). Net income: NT$618.6m (down 63% from FY 2023). Profit margin: 2.9% (down from 6.4% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.
お知らせ • Mar 05Darfon Electronics Corp., Annual General Meeting, May 29, 2025Darfon Electronics Corp., Annual General Meeting, May 29, 2025, at 09:00 Taipei Standard Time. Location: no,398, t`ao ying rd., taoyuan district, taoyuan city Taiwan
お知らせ • Feb 22Darfon Electronics Corp. to Report Fiscal Year 2024 Results on Mar 03, 2025Darfon Electronics Corp. announced that they will report fiscal year 2024 results at 9:00 AM, Taipei Standard Time on Mar 03, 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 Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
分析記事 • Nov 11Why Darfon Electronics' (TWSE:8163) Shaky Earnings Are Just The Beginning Of Its ProblemsDarfon Electronics Corp.'s ( TWSE:8163 ) recent weak earnings report didn't cause a big stock movement. We think that...
Reported Earnings • Nov 05Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: NT$0.68 (down from NT$3.86 in 3Q 2023). Revenue: NT$5.35b (down 22% from 3Q 2023). Net income: NT$189.4m (down 82% from 3Q 2023). Profit margin: 3.5% (down from 16% in 3Q 2023). Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 36%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Oct 24Darfon Electronics Corp. to Report Q3, 2024 Results on Nov 01, 2024Darfon Electronics Corp. announced that they will report Q3, 2024 results on Nov 01, 2024
Buy Or Sell Opportunity • Aug 21Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to NT$52.60. The fair value is estimated to be NT$66.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.2% over the last 3 years. Earnings per share has grown by 16%.
Reported Earnings • Aug 08Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: NT$0.62 (down from NT$0.82 in 2Q 2023). Revenue: NT$5.20b (down 25% from 2Q 2023). Net income: NT$172.0m (down 25% from 2Q 2023). Profit margin: 3.3% (in line with 2Q 2023). Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Aug 05Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 31% to NT$49.50. The fair value is estimated to be NT$66.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%.
お知らせ • Jul 27Darfon Electronics Corp. to Report Q2, 2024 Results on Aug 05, 2024Darfon Electronics Corp. announced that they will report Q2, 2024 results on Aug 05, 2024
Buy Or Sell Opportunity • Jul 03Now 19% overvalued after recent price riseOver the last 90 days, the stock has risen 9.3% to NT$69.50. The fair value is estimated to be NT$58.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%.
Buy Or Sell Opportunity • Jul 02Now 18% overvalued after recent price riseOver the last 90 days, the stock has risen 8.6% to NT$69.10. The fair value is estimated to be NT$58.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%.
Buy Or Sell Opportunity • Jul 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to NT$69.90. The fair value is estimated to be NT$58.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%.
Buy Or Sell Opportunity • Jun 20Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.0% to NT$70.10. The fair value is estimated to be NT$58.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%.
Declared Dividend • Jun 15Dividend increased to NT$4.00Dividend of NT$4.00 is 33% higher than last year. Ex-date: 4th July 2024 Payment date: 5th August 2024 Dividend yield will be 5.8%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 16% over the next year. However, it would need to fall by 25% to increase the payout ratio to a potentially unsustainable range.
Buy Or Sell Opportunity • Jun 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to NT$69.20. The fair value is estimated to be NT$57.57, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%.
Reported Earnings • May 07First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: NT$0.52 (up from NT$0.51 in 1Q 2023). Revenue: NT$5.11b (down 15% from 1Q 2023). Net income: NT$143.7m (flat on 1Q 2023). Profit margin: 2.8% (up from 2.4% in 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 93%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 15% per year and the company’s share price has also increased by 15% per year.
Buy Or Sell Opportunity • May 07Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to NT$71.80. The fair value is estimated to be NT$57.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%.
分析記事 • May 03Darfon Electronics Corp.'s (TWSE:8163) Share Price Is Matching Sentiment Around Its EarningsDarfon Electronics Corp.'s ( TWSE:8163 ) price-to-earnings (or "P/E") ratio of 11.4x might make it look like a strong...
お知らせ • Apr 26Darfon Electronics Corp. to Report Q1, 2024 Results on May 03, 2024Darfon Electronics Corp. announced that they will report Q1, 2024 results on May 03, 2024
分析記事 • Mar 13Darfon Electronics' (TWSE:8163) Shareholders May Want To Dig Deeper Than Statutory ProfitFollowing the solid earnings report from Darfon Electronics Corp. ( TWSE:8163 ), the market responded by bidding up the...
Major Estimate Revision • Mar 13Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from NT$27.1b to NT$26.5b. EPS estimate also fell from NT$3.90 per share to NT$3.50 per share. Net income forecast to shrink 41% next year vs 27% growth forecast for Tech industry in Taiwan . Consensus price target up from NT$58.00 to NT$73.00. Share price was steady at NT$60.70 over the past week.
New Risk • Mar 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 132% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Mar 06Full year 2023 earnings released: EPS: NT$5.91 (vs NT$4.15 in FY 2022)Full year 2023 results: EPS: NT$5.91 (up from NT$4.15 in FY 2022). Revenue: NT$25.8b (down 13% from FY 2022). Net income: NT$1.65b (up 42% from FY 2022). Profit margin: 6.4% (up from 3.9% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 05+ 1 more updateDarfon Electronics Corp. to Report Fiscal Year 2023 Results on Mar 04, 2024Darfon Electronics Corp. announced that they will report fiscal year 2023 results on Mar 04, 2024
お知らせ • Dec 30Darfon Electronics Corp. Announces the Resignation of Philip, Nian as Chief Information Security OfficerDarfon Electronics Corp. announced the resignation of Philip, Nian as Chief Information Security Officer, effective December 29, 2023.
New Risk • Nov 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 74% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 36% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
New Risk • Nov 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Nov 04Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: NT$3.86 (up from NT$1.21 in 3Q 2022). Revenue: NT$6.84b (down 9.6% from 3Q 2022). Net income: NT$1.07b (up 217% from 3Q 2022). Profit margin: 16% (up from 4.5% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 29Darfon Electronics Corp. Approves Distribution of Cash DividendDarfon Electronics Corp. approved Distribution of cash dividend RMB 288,027,783.07 at the shareholders' meeting held on September 28, 2023.
New Risk • Aug 06New major risk - Revenue and earnings growthEarnings have declined by 2.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.2% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (136% cash payout ratio).
Reported Earnings • Aug 05Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: NT$0.82 (down from NT$1.02 in 2Q 2022). Revenue: NT$6.89b (down 11% from 2Q 2022). Net income: NT$228.2m (down 20% from 2Q 2022). Profit margin: 3.3% (down from 3.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.5%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Tech industry in Taiwan. 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 4% per year.
お知らせ • Aug 04Darfon Electronics Corp. Announces Changes in the Company's CFODarfon Electronics Corp. announced changes in the company's CFO. Name, title, and resume of the previous position holder: CFO: Lin, Hsien-Chang, Financial Vice President of the Company. Name, title, and resume of the new position holder: CFO: Lin, Feng-Cheng, Associate Vice President of the Company's Financial Department. Effective date: August 3, 2023.
Upcoming Dividend • Jul 04Upcoming dividend of NT$3.00 per share at 6.3% yieldEligible shareholders must have bought the stock before 11 July 2023. Payment date: 10 August 2023. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 6.3%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.8%).
お知らせ • May 23Darfon Electronics Corp. Announces Appointment of Philip, Nian as Chief Information Security OfficerDarfon Electronics Corp. announced the appointment of Philip, Nian as chief information security officer, effective May 22, 2023. Philip, Nian is senior director of the information technology service department of Darfon Electronics Corp.
Reported Earnings • Mar 10Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: NT$4.15 (up from NT$4.10 in FY 2021). Revenue: NT$29.5b (up 5.3% from FY 2021). Net income: NT$1.16b (up 1.4% from FY 2021). Profit margin: 3.9% (down from 4.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 4.2%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 14% per year and the company’s share price has also increased by 14% per 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. 4 independent directors (5 non-independent directors). Independent Director Kelvin Lee 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 • Nov 05Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: NT$1.21 (up from NT$1.09 in 3Q 2021). Revenue: NT$7.57b (up 8.8% from 3Q 2021). Net income: NT$338.7m (up 12% from 3Q 2021). Profit margin: 4.5% (up from 4.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 7.7%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 06Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: EPS: NT$1.02 (down from NT$1.11 in 2Q 2021). Revenue: NT$7.75b (up 2.9% from 2Q 2021). Net income: NT$286.4m (down 7.7% from 2Q 2021). Profit margin: 3.7% (down from 4.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.5%. Over the next year, revenue is forecast to grow 7.2%, compared to a 4.0% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 1% per year.
Price Target Changed • Jul 15Price target decreased to NT$51.00Down from NT$58.50, the current price target is an average from 3 analysts. New target price is 35% above last closing price of NT$37.80. Stock is down 21% over the past year. The company is forecast to post earnings per share of NT$4.68 for next year compared to NT$4.09 last year.
Upcoming Dividend • Jun 30Upcoming dividend of NT$3.00 per shareEligible shareholders must have bought the stock before 07 July 2022. Payment date: 04 August 2022. Payout ratio is a comfortable 70% but the company is not cash flow positive. Trailing yield: 7.4%. Within top quartile of Taiwanese dividend payers (6.4%). In line with average of industry peers (7.2%).
Board Change • Jun 06Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Kelvin Lee was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 06First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: NT$0.89 (up from NT$0.72 in 1Q 2021). Revenue: NT$7.42b (up 24% from 1Q 2021). Net income: NT$248.4m (up 23% from 1Q 2021). Profit margin: 3.3% (down from 3.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 9.6%, compared to a 8.2% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.
Price Target Changed • Apr 27Price target increased to NT$61.50Up from NT$52.50, the current price target is an average from 2 analysts. New target price is 31% above last closing price of NT$46.95. Stock is down 10% over the past year. The company is forecast to post earnings per share of NT$4.92 for next year compared to NT$4.09 last year.
Reported Earnings • Mar 11Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: NT$4.09 (up from NT$3.23 in FY 2020). Revenue: NT$28.0b (up 26% from FY 2020). Net income: NT$1.15b (up 27% from FY 2020). Profit margin: 4.1% (up from 4.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 13%, compared to a 8.3% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS NT$1.08 (vs NT$1.01 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: NT$6.96b (up 14% from 3Q 2020). Net income: NT$303.7m (up 7.8% from 3Q 2020). Profit margin: 4.4% (down from 4.6% in 3Q 2020). The decrease in margin was driven by higher expenses. 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 4% per year, which means it is well ahead of earnings.
Board Change • Sep 12Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Nelson Lee was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Sep 10Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Nelson Lee was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Sep 09Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Nelson Lee was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Sep 07Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Nelson Lee was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Sep 06Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Nelson Lee was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Aug 16Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 23 August 2021. Payment date: 11 September 2021. Trailing yield: 5.7%. Within top quartile of Taiwanese dividend payers (5.2%). In line with average of industry peers (5.4%).
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$1.11 (vs NT$0.89 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: NT$7.54b (up 32% from 2Q 2020). Net income: NT$310.3m (up 25% from 2Q 2020). Profit margin: 4.1% (down from 4.3% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 13% 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.
Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$0.72 (vs NT$0.36 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$6.00b (up 46% from 1Q 2020). Net income: NT$201.3m (up 100% from 1Q 2020). Profit margin: 3.4% (up from 2.4% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 4% per year.
分析記事 • Mar 25Calculating The Fair Value Of Darfon Electronics Corp. (TPE:8163)Does the March share price for Darfon Electronics Corp. ( TPE:8163 ) reflect what it's really worth? Today, we will...
お知らせ • Mar 17Darfon Electronics Corp., Annual General Meeting, Jun 23, 2021Darfon Electronics Corp., Annual General Meeting, Jun 23, 2021.
Reported Earnings • Mar 16Full year 2020 earnings released: EPS NT$3.23 (vs NT$3.21 in FY 2019)The company reported a mediocre full year result with weaker profit margins, although earnings were flat and revenues improved. Full year 2020 results: Revenue: NT$22.3b (up 17% from FY 2019). Net income: NT$903.8m (flat on FY 2019). Profit margin: 4.0% (down from 4.7% in FY 2019). The decrease in margin was driven by higher expenses. 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 15% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Mar 10New 90-day high: NT$47.40The company is up 6.0% from its price of NT$44.70 on 10 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 Tech industry, which is up 7.0% over the same period.
分析記事 • Feb 24We Like These Underlying Trends At Darfon Electronics (TPE:8163)What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Feb 04Should You Or Shouldn't You: A Dividend Analysis on Darfon Electronics Corp. (TPE:8163)Today we'll take a closer look at Darfon Electronics Corp. ( TPE:8163 ) from a dividend investor's perspective. Owning...
分析記事 • Jan 14Shareholders Of Darfon Electronics (TPE:8163) Must Be Happy With Their 270% Total ReturnThe worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...
分析記事 • Dec 15Is Darfon Electronics (TPE:8163) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Is New 90 Day High Low • Nov 24New 90-day high: NT$43.40The company is up 12% from its price of NT$38.60 on 26 August 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Tech industry, which is down 2.0% over the same period.
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS NT$1.01The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2020 results: Revenue: NT$6.11b (up 23% from 3Q 2019). Net income: NT$281.8m (up 18% from 3Q 2019). Profit margin: 4.6% (down from 4.8% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS NT$1.01The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2020 results: Revenue: NT$6.11b (up 23% from 3Q 2019). Net income: NT$281.8m (up 18% from 3Q 2019). Profit margin: 4.6% (down from 4.8% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.