View Past PerformanceCreative Sensor バランスシートの健全性財務の健全性 基準チェック /56Creative Sensorの総株主資本はNT$7.6B 、総負債はNT$1.3Bで、負債比率は17.1%となります。総資産と総負債はそれぞれNT$10.4BとNT$2.7Bです。 Creative Sensorの EBIT はNT$353.7Mで、利息カバレッジ比率-2.4です。現金および短期投資はNT$3.3Bです。主要情報17.07%負債資本比率NT$1.30b負債インタレスト・カバレッジ・レシオ-2.4x現金NT$3.31bエクイティNT$7.62b負債合計NT$2.74b総資産NT$10.35b財務の健全性に関する最新情報分析記事 • Feb 04These 4 Measures Indicate That Creative Sensor (TPE:8249) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...すべての更新を表示Recent updatesNew Risk • Mar 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% 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 cash flows (186% cash payout ratio). Large one-off items impacting financial results.Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$4.03 (vs NT$3.28 in FY 2024)Full year 2025 results: EPS: NT$4.03 (up from NT$3.28 in FY 2024). Revenue: NT$3.72b (down 11% from FY 2024). Net income: NT$429.6m (up 19% from FY 2024). Profit margin: 12% (up from 8.6% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 10Creative Sensor Inc., Annual General Meeting, May 25, 2026Creative Sensor Inc., Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 3 floor no,397, hsing shan rd., neihu district, taipei city TaiwanNew Risk • Sep 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change). Shareholders have been diluted in the past year (16% increase in shares outstanding).New Risk • Aug 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Upcoming Dividend • Jul 18Upcoming dividend of NT$2.02 per shareEligible shareholders must have bought the stock before 25 July 2025. Payment date: 20 August 2025. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (3.0%).Buy Or Sell Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to NT$50.10. The fair value is estimated to be NT$63.52, 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 5.5%.Buy Or Sell Opportunity • May 26Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to NT$51.30. The fair value is estimated to be NT$64.66, 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 5.5%.Reported Earnings • May 16First quarter 2025 earnings released: EPS: NT$1.04 (vs NT$0.23 in 1Q 2024)First quarter 2025 results: EPS: NT$1.04 (up from NT$0.23 in 1Q 2024). Revenue: NT$1.08b (up 59% from 1Q 2024). Net income: NT$108.1m (up 353% from 1Q 2024). Profit margin: 10.0% (up from 3.5% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 01Creative Sensor Inc. to Report Q1, 2025 Results on May 08, 2025Creative Sensor Inc. announced that they will report Q1, 2025 results on May 08, 2025Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$46.50, the stock trades at a trailing P/E ratio of 16.7x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 138% over the past three years.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$41.85, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 106% over the past three years.お知らせ • Mar 04Creative Sensor Inc., Annual General Meeting, May 20, 2025Creative Sensor Inc., Annual General Meeting, May 20, 2025, at 09:00 Taipei Standard Time. Location: 3 floor no,397, hsing shan rd., neihu district, taipei city Taiwanお知らせ • Feb 28Creative Sensor Inc. Announces the Appointment of Ling, Yu-Chi as Member of Compensation CommitteeCreative Sensor Inc. announced the appointment of Ling, Yu-Chi as member of Compensation Committee. Resume of the new position holder: Independent Director, FUBON LIFE INSURANCE CO.,LTD. and Executive Director, WEST GARDEN HOSPITAL. Effective date of the new member: February 27, 2025. Date of occurrence of the change: February 27, 2025.お知らせ • Feb 19Creative Sensor Inc. to Report Fiscal Year 2024 Results on Feb 27, 2025Creative Sensor Inc. announced that they will report fiscal year 2024 results on Feb 27, 2025Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$58.80, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 172% over the past three years.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$48.50, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 119% over the past three years.分析記事 • Jan 05Creative Sensor (TWSE:8249) Shareholders Will Want The ROCE Trajectory To ContinueTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Valuation Update With 7 Day Price Move • Dec 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$67.50, the stock trades at a trailing P/E ratio of 34.1x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 189% over the past three years.Board Change • Dec 11Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Chi-Tung Ku was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Nov 27New major risk - Revenue and earnings growthRevenue has declined by 5.5% over the past year. 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 revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue 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 Share price has been highly volatile over the past 3 months (12% average weekly change). Revenue has declined by 5.5% over the past year. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.分析記事 • Nov 13Subdued Growth No Barrier To Creative Sensor Inc. (TWSE:8249) With Shares Advancing 27%Despite an already strong run, Creative Sensor Inc. ( TWSE:8249 ) shares have been powering on, with a gain of 27% in...Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: NT$2.01 (vs NT$1.41 in 3Q 2023)Third quarter 2024 results: EPS: NT$2.01 (up from NT$1.41 in 3Q 2023). Revenue: NT$1.30b (up 77% from 3Q 2023). Net income: NT$219.2m (up 52% from 3Q 2023). Profit margin: 17% (down from 20% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 30Creative Sensor Inc. Approves Establish the Sustainable Development CommitteeCreative Sensor Inc. announced the board of directors approved to establish the sustainable development committee. Name of the new position holder: Yun-Hsiang Hsiao; Shih-Ying Huang; Hsiu-Ming Wang; Chi-Tung Ku; Chien-Chung Hung. Resume of the new position holder: Yun-Hsiang Hsiao(Chairman of Taoyuan City Autism Association); Shih-Ying Huang (Independent Director of Alliance Material Co. Ltd.); Hsiu-Ming Wang (Chairman of Ming Shing Creativity Management Consultant Co. Ltd.); Chi-Tung Ku(Lawyer of BN Law Firm); Chien-Chung Hung (Senior Manager of Creative Sensor Inc.). Effective date of the new member is October 29, 2024.Valuation Update With 7 Day Price Move • Oct 26Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$67.60, the stock trades at a trailing P/E ratio of 30.6x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 168% over the past three years.お知らせ • Oct 22Creative Sensor Inc. to Report Q3, 2024 Results on Oct 29, 2024Creative Sensor Inc. announced that they will report Q3, 2024 results on Oct 29, 2024Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$50.80, the stock trades at a trailing P/E ratio of 25.7x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 126% over the past three years.Upcoming Dividend • Oct 02Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 09 October 2024. Payment date: 21 October 2024. Trailing yield: 1.9%. Lower than top quartile of Taiwanese dividend payers (4.3%). Lower than average of industry peers (2.8%).New Risk • Sep 30New major risk - Revenue and earnings growthRevenue has declined by 5.5% over the past year. 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 revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue 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 Revenue has declined by 5.5% over the past year. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.0% average weekly change).New Risk • Sep 13New 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 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change).Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$38.25, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 52% over the past three years.分析記事 • Sep 05Creative Sensor Inc. (TWSE:8249) Stock Catapults 28% Though Its Price And Business Still Lag The MarketCreative Sensor Inc. ( TWSE:8249 ) shareholders would be excited to see that the share price has had a great month...Reported Earnings • Aug 08Second quarter 2024 earnings released: EPS: NT$0.50 (vs NT$0.48 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.50 (up from NT$0.48 in 2Q 2023). Revenue: NT$1.03b (up 13% from 2Q 2023). Net income: NT$56.8m (up 5.4% from 2Q 2023). Profit margin: 5.5% (down from 6.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.分析記事 • Aug 07Creative Sensor (TWSE:8249) Is Experiencing Growth In Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Jul 29Creative Sensor Inc. to Report Q2, 2024 Results on Aug 05, 2024Creative Sensor Inc. announced that they will report Q2, 2024 results on Aug 05, 2024Upcoming Dividend • Jun 28Upcoming dividend of NT$1.09 per shareEligible shareholders must have bought the stock before 05 July 2024. Payment date: 31 July 2024. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (4.3%). Higher than average of industry peers (2.6%).お知らせ • Jun 19Creative Sensor Inc. Announces Cash Dividend, Payable on July 31, 2024Creative Sensor Inc. announced original cash dividend of TWD 157,270,300 (TWD 1.10 per share) and an adjusted cash dividend of TWD 157,270,300 (TWD 1.09198045 per share). Ex-rights (ex-dividend) trading date: July 5, 2024. Ex-rights (ex-dividend) record date: July 13, 2024. Payment date of common stock cash dividend distribution: July 31, 2024.Board Change • Jun 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Chien-Lung Chen was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Jun 03Now 21% overvaluedOver the last 90 days, the stock has fallen 4.0% to NT$29.80. The fair value is estimated to be NT$24.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.0% over the last 3 years. Earnings per share has grown by 17%.お知らせ • Jun 02+ 1 more updateCreative Sensor Inc. Announces Term Expiration of Members of Compensation CommitteeCreative Sensor Inc. announced term expired of the members of Compensation Committee. Name and resume of the previous position holder: Shih-Ying Huang (Independent Director of Alliance Material Co. Ltd.); Hsiu-Ming Wang(Chairman of Ming Shing Creativity Management Consultant Co. Ltd.) and Yun-Hsiang Hsiao(Chairman of Taoyuan City Autism Association).お知らせ • Jun 01Creative Sensor Inc. Announces Change to Members of Audit CommitteeCreative Sensor Inc. announced change to the members of Audit Committee. Name and resume of the previous position holder: Shih-Ying Huang(Independent Director of Alliance Material Co. Ltd.); Hsiu-Ming Wang(Chairman of Ming Shing Creativity Management Consultant Co. Ltd.) and Yun-Hsiang Hsiao(Chairman of Taoyuan City Autism Association). Name and resume of the new position holder: Shih-Ying Huang(Independent Director of Alliance Material Co. Ltd.); Hsiu-Ming Wang(Chairman of Ming Shing Creativity Management Consultant Co. Ltd.); Yun-Hsiang Hsiao(Chairman of Taoyuan City Autism Association) and Chi-Tung Ku(Independent Director of OCEANIC BEVERAGES CO., INC.). Effective date of the new member is May 31, 2024.Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.21 (vs NT$0.42 in 1Q 2023)First quarter 2024 results: EPS: NT$0.21 (down from NT$0.42 in 1Q 2023). Revenue: NT$678.4m (down 25% from 1Q 2023). Net income: NT$23.9m (down 50% from 1Q 2023). Profit margin: 3.5% (down from 5.3% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • May 19Now 20% overvaluedOver the last 90 days, the stock has fallen 1.2% to NT$29.70. The fair value is estimated to be NT$24.73, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.0% over the last 3 years. Earnings per share has grown by 17%.お知らせ • May 02Creative Sensor Inc. to Report Q1, 2024 Results on May 09, 2024Creative Sensor Inc. announced that they will report Q1, 2024 results on May 09, 2024Reported Earnings • Mar 15Full year 2023 earnings released: EPS: NT$2.18 (vs NT$3.22 in FY 2022)Full year 2023 results: EPS: NT$2.18 (down from NT$3.22 in FY 2022). Revenue: NT$3.06b (down 28% from FY 2022). Net income: NT$246.8m (down 31% from FY 2022). Profit margin: 8.1% (down from 8.4% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 01Creative Sensor Inc., Annual General Meeting, May 31, 2024Creative Sensor Inc., Annual General Meeting, May 31, 2024. Location: 3F., No. 397, Xingshan Rd., Neihu Dist., Taipei City Taiwan Agenda: To consider Business Report for 2023; to consider Inspection Report of Audit Committee for 2023; to consider Remuneration distribution to employees and directors for 2023; to consider Distribution of cash dividends from profits in 2023; and to consider other matters.Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: NT$0.48 (vs NT$0.59 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.48 (down from NT$0.59 in 2Q 2022). Revenue: NT$905.6m (down 16% from 2Q 2022). Net income: NT$53.9m (down 18% from 2Q 2022). Profit margin: 6.0% (down from 6.1% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$28.80, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 96% over the past three years.Upcoming Dividend • May 24Upcoming dividend of NT$1.88 per share at 6.1% yieldEligible shareholders must have bought the stock before 31 May 2023. Payment date: 21 June 2023. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 6.1%. Within top quartile of Taiwanese dividend payers (5.6%). Higher than average of industry peers (4.4%).お知らせ • May 13Creative Sensor Inc. Declares a Cash dividend, Payable on June 21, 2023Creative Sensor Inc. declared a cash dividend of (original) TWD 268,492,800, TWD 1.9 per share; cash dividend (Adjusted) of TWD 268,492,800, TWD 1.87792660 per share. The dividend is payable on June 21, 2023 with Ex-rights (ex-dividend) trading date of May 31, 2023 and Ex-rights (ex-dividend) record date of June 6, 2023.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director En-Hsin Hsiao 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 • Nov 13Third quarter 2022 earnings released: EPS: NT$2.30 (vs NT$1.38 in 3Q 2021)Third quarter 2022 results: EPS: NT$2.30 (up from NT$1.38 in 3Q 2021). Revenue: NT$1.17b (up 5.6% from 3Q 2021). Net income: NT$258.5m (up 75% from 3Q 2021). Profit margin: 22% (up from 13% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 23% share price gain to NT$26.20, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 47% over the past three years.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.59 (vs NT$0.099 loss in 2Q 2021)Second quarter 2022 results: EPS: NT$0.59 (up from NT$0.099 loss in 2Q 2021). Revenue: NT$1.08b (down 7.8% from 2Q 2021). Net income: NT$66.0m (up NT$78.6m from 2Q 2021). Profit margin: 6.1% (up from net loss in 2Q 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.Upcoming Dividend • Jul 07Upcoming dividend of NT$1.29 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 4.6%. Lower than top quartile of Taiwanese dividend payers (6.8%). In line with average of industry peers (5.1%).Reported Earnings • May 14First quarter 2022 earnings released: EPS: NT$0.22 (vs NT$0.31 in 1Q 2021)First quarter 2022 results: EPS: NT$0.22 (down from NT$0.31 in 1Q 2021). Revenue: NT$887.6m (down 5.3% from 1Q 2021). Net income: NT$24.6m (down 38% from 1Q 2021). Profit margin: 2.8% (down from 4.3% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Director Xiu-Ming Wang was the last independent director to join the board, commencing their role in 2009. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 28Full year 2021 earnings released: EPS: NT$1.50 (vs NT$1.50 in FY 2020)Full year 2021 results: EPS: NT$1.50. Revenue: NT$3.95b (up 16% from FY 2020). Net income: NT$176.7m (down 7.1% from FY 2020). Profit margin: 4.5% (down from 5.6% in FY 2020). The decrease in margin was driven by higher expenses.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$1.38 (vs NT$0.72 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.11b (up 17% from 3Q 2020). Net income: NT$147.9m (up 61% from 3Q 2020). Profit margin: 13% (up from 9.7% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Reported Earnings • Aug 15Second quarter 2021 earnings released: NT$0.09 loss per share (vs NT$0.54 profit in 2Q 2020)The company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: NT$1.17b (up 21% from 2Q 2020). Net loss: NT$12.6m (down 118% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 29Upcoming dividend of NT$1.30 per shareEligible shareholders must have bought the stock before 05 August 2021. Payment date: 25 August 2021. Trailing yield: 4.6%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$28.45, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 42% over the past three years.Executive Departure • Jun 11Director En-Kuo Wang has left the companyOn the 4th of June, En-Kuo Wang's tenure as Director ended after less than a year in the role. We don't have any record of a personal shareholding under En-Kuo's name. A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 1.50 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jun 03Independent Director Wei Wang has left the companyOn the 25th of May, Wei Wang's tenure as Independent Director ended after 15.0 years in the role. We don't have any record of a personal shareholding under Wei's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 1.50 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • May 19Supervisor has left the companyOn the 7th of May, Hui-Mei Wu's tenure as Supervisor ended after 8.5 years in the role. We don't have any record of a personal shareholding under Hui-Mei's name. A total of 3 executives have left over the last 12 months.Executive Departure • May 19Director has left the companyOn the 10th of May, Chiang Hsu's tenure as Director ended after 1.6 years in the role. We don't have any record of a personal shareholding under Chiang's name. A total of 3 executives have left over the last 12 months.Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$19.90, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 2.1% over the past three years.Reported Earnings • May 11First quarter 2021 earnings released: EPS NT$0.31 (vs NT$0.085 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$937.2m (up 64% from 1Q 2020). Net income: NT$39.9m (up NT$50.7m from 1Q 2020). Profit margin: 4.3% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat and the company’s share price has also remained flat.Reported Earnings • Apr 02Full year 2020 earnings released: EPS NT$1.50 (vs NT$1.45 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$3.40b (down 19% from FY 2019). Net income: NT$190.3m (up 3.6% from FY 2019). Profit margin: 5.6% (up from 4.4% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 4% per year.分析記事 • Mar 25Calculating The Intrinsic Value Of Creative Sensor Inc. (TPE:8249)Does the March share price for Creative Sensor Inc. ( TPE:8249 ) reflect what it's really worth? Today, we will...Is New 90 Day High Low • Mar 03New 90-day high: NT$20.20The company is up 4.0% from its price of NT$19.45 on 03 December 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 19% over the same period.分析記事 • Feb 24Is Creative Sensor Inc. (TPE:8249) At Risk Of Cutting Its Dividend?Today we'll take a closer look at Creative Sensor Inc. ( TPE:8249 ) from a dividend investor's perspective. Owning a...お知らせ • Feb 18Creative Sensor Inc., Annual General Meeting, Jun 25, 2021Creative Sensor Inc., Annual General Meeting, Jun 25, 2021. Location: 3st Floor - YC Group Headquarters, 3F., No. 397, Xingshan Rd., Neihu Dist., Taipei City Taiwan Agenda: To consider the 2020 business report, 2020 supervisor’s audit report, execution of the 2020 board of directors, and supervisors and employees compensation plan; to consider the ratification of the 2020 business report and financial statements, ratification of the proposal for distribution of 2020 earnings; to consider lifting the prohibition on competition for new directors; and to consider the election of the company's 9th directors.分析記事 • Feb 04These 4 Measures Indicate That Creative Sensor (TPE:8249) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jan 14Creative Sensor's (TPE:8249) Shareholders Are Down 23% On Their SharesCreative Sensor Inc. ( TPE:8249 ) shareholders should be happy to see the share price up 14% in the last quarter. But...お知らせ • Dec 31Creative Sensor Inc. Announces Financial Officer ChangesCreative Sensor Inc. announced financial officer changes. Date of occurrence of the change: December 30, 2020. Name, title, and resume of the previous position holder: OU SHENG CHIH /CSI Assistant Vice President. Name, title, and resume of the new position holder: WANG HSUEH LING /LC Vice Director. Reason for the change: retirement.分析記事 • Dec 23Here's Why Creative Sensor's (TPE:8249) Statutory Earnings Are Arguably Too ConservativeIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. That...Is New 90 Day High Low • Dec 04New 90-day high: NT$19.65The company is up 12% from its price of NT$17.50 on 04 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period.分析記事 • Dec 02A Look At The Intrinsic Value Of Creative Sensor Inc. (TPE:8249)In this article we are going to estimate the intrinsic value of Creative Sensor Inc. ( TPE:8249 ) by estimating the...分析記事 • Nov 18Do Investors Have Good Reason To Be Wary Of Creative Sensor Inc.'s (TPE:8249) 6.6% Dividend Yield?Today we'll take a closer look at Creative Sensor Inc. (TPE:8249) from a dividend investor's perspective. Owning a...Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.72The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$949.6m (down 13% from 3Q 2019). Net income: NT$91.7m (up 5.8% from 3Q 2019). Profit margin: 9.7% (up from 7.9% in 3Q 2019). The increase in margin was driven by lower 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 9% per year.お知らせ • Nov 12Creative Sensor Inc. Announces General Manager Officer ChangesCreative Sensor Inc. announced the appointment of YANG,CHI-CHANG/Creative Sensor Inc. vice Chairman as general manager officer, effective November 11, 2020. YANG,CHI-CHANG replaced TSAI,YUAN-HAO.Is New 90 Day High Low • Nov 11New 90-day high: NT$17.75The company is up 4.0% from its price of NT$17.10 on 13 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period.お知らせ • Oct 01Creative Sensor Inc. Announces Executive ChangesCreative Sensor Inc. announced the appointment of Wang-En-Kuo, Chairman of KROM ELECTRONICS CO., LTD as Juristic Person director representative., effective September 29, 2020. Wang-En-Kuo replaced Hsieh-Ying-Sheng.財務状況分析短期負債: 8249の 短期資産 ( NT$4.3B ) が 短期負債 ( NT$2.6B ) を超えています。長期負債: 8249の短期資産 ( NT$4.3B ) が 長期負債 ( NT$161.1M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: 8249総負債よりも多くの現金を保有しています。負債の削減: 8249の負債対資本比率は、過去 5 年間で22.4%から17.1%に減少しました。債務返済能力: 8249の負債は 営業キャッシュフロー によって 十分にカバーされていません ( 20% )。インタレストカバレッジ: 8249支払う利息よりも稼ぐ利息の方が多いので、利息支払い の補償は問題になりません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YTech 業界の健全な企業。View Dividend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 15:56終値2026/05/08 00:00収益2025/12/31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Creative Sensor Inc. 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。0
分析記事 • Feb 04These 4 Measures Indicate That Creative Sensor (TPE:8249) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
New Risk • Mar 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% 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 cash flows (186% cash payout ratio). Large one-off items impacting financial results.
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$4.03 (vs NT$3.28 in FY 2024)Full year 2025 results: EPS: NT$4.03 (up from NT$3.28 in FY 2024). Revenue: NT$3.72b (down 11% from FY 2024). Net income: NT$429.6m (up 19% from FY 2024). Profit margin: 12% (up from 8.6% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 10Creative Sensor Inc., Annual General Meeting, May 25, 2026Creative Sensor Inc., Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 3 floor no,397, hsing shan rd., neihu district, taipei city Taiwan
New Risk • Sep 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change). Shareholders have been diluted in the past year (16% increase in shares outstanding).
New Risk • Aug 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Upcoming Dividend • Jul 18Upcoming dividend of NT$2.02 per shareEligible shareholders must have bought the stock before 25 July 2025. Payment date: 20 August 2025. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (3.0%).
Buy Or Sell Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to NT$50.10. The fair value is estimated to be NT$63.52, 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 5.5%.
Buy Or Sell Opportunity • May 26Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to NT$51.30. The fair value is estimated to be NT$64.66, 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 5.5%.
Reported Earnings • May 16First quarter 2025 earnings released: EPS: NT$1.04 (vs NT$0.23 in 1Q 2024)First quarter 2025 results: EPS: NT$1.04 (up from NT$0.23 in 1Q 2024). Revenue: NT$1.08b (up 59% from 1Q 2024). Net income: NT$108.1m (up 353% from 1Q 2024). Profit margin: 10.0% (up from 3.5% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 01Creative Sensor Inc. to Report Q1, 2025 Results on May 08, 2025Creative Sensor Inc. announced that they will report Q1, 2025 results on May 08, 2025
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$46.50, the stock trades at a trailing P/E ratio of 16.7x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 138% over the past three years.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$41.85, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 106% over the past three years.
お知らせ • Mar 04Creative Sensor Inc., Annual General Meeting, May 20, 2025Creative Sensor Inc., Annual General Meeting, May 20, 2025, at 09:00 Taipei Standard Time. Location: 3 floor no,397, hsing shan rd., neihu district, taipei city Taiwan
お知らせ • Feb 28Creative Sensor Inc. Announces the Appointment of Ling, Yu-Chi as Member of Compensation CommitteeCreative Sensor Inc. announced the appointment of Ling, Yu-Chi as member of Compensation Committee. Resume of the new position holder: Independent Director, FUBON LIFE INSURANCE CO.,LTD. and Executive Director, WEST GARDEN HOSPITAL. Effective date of the new member: February 27, 2025. Date of occurrence of the change: February 27, 2025.
お知らせ • Feb 19Creative Sensor Inc. to Report Fiscal Year 2024 Results on Feb 27, 2025Creative Sensor Inc. announced that they will report fiscal year 2024 results on Feb 27, 2025
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$58.80, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 172% over the past three years.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$48.50, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 119% over the past three years.
分析記事 • Jan 05Creative Sensor (TWSE:8249) Shareholders Will Want The ROCE Trajectory To ContinueTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Valuation Update With 7 Day Price Move • Dec 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$67.50, the stock trades at a trailing P/E ratio of 34.1x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 189% over the past three years.
Board Change • Dec 11Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Chi-Tung Ku was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Nov 27New major risk - Revenue and earnings growthRevenue has declined by 5.5% over the past year. 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 revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue 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 Share price has been highly volatile over the past 3 months (12% average weekly change). Revenue has declined by 5.5% over the past year. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
分析記事 • Nov 13Subdued Growth No Barrier To Creative Sensor Inc. (TWSE:8249) With Shares Advancing 27%Despite an already strong run, Creative Sensor Inc. ( TWSE:8249 ) shares have been powering on, with a gain of 27% in...
Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: NT$2.01 (vs NT$1.41 in 3Q 2023)Third quarter 2024 results: EPS: NT$2.01 (up from NT$1.41 in 3Q 2023). Revenue: NT$1.30b (up 77% from 3Q 2023). Net income: NT$219.2m (up 52% from 3Q 2023). Profit margin: 17% (down from 20% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 30Creative Sensor Inc. Approves Establish the Sustainable Development CommitteeCreative Sensor Inc. announced the board of directors approved to establish the sustainable development committee. Name of the new position holder: Yun-Hsiang Hsiao; Shih-Ying Huang; Hsiu-Ming Wang; Chi-Tung Ku; Chien-Chung Hung. Resume of the new position holder: Yun-Hsiang Hsiao(Chairman of Taoyuan City Autism Association); Shih-Ying Huang (Independent Director of Alliance Material Co. Ltd.); Hsiu-Ming Wang (Chairman of Ming Shing Creativity Management Consultant Co. Ltd.); Chi-Tung Ku(Lawyer of BN Law Firm); Chien-Chung Hung (Senior Manager of Creative Sensor Inc.). Effective date of the new member is October 29, 2024.
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$67.60, the stock trades at a trailing P/E ratio of 30.6x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 168% over the past three years.
お知らせ • Oct 22Creative Sensor Inc. to Report Q3, 2024 Results on Oct 29, 2024Creative Sensor Inc. announced that they will report Q3, 2024 results on Oct 29, 2024
Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$50.80, the stock trades at a trailing P/E ratio of 25.7x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 126% over the past three years.
Upcoming Dividend • Oct 02Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 09 October 2024. Payment date: 21 October 2024. Trailing yield: 1.9%. Lower than top quartile of Taiwanese dividend payers (4.3%). Lower than average of industry peers (2.8%).
New Risk • Sep 30New major risk - Revenue and earnings growthRevenue has declined by 5.5% over the past year. 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 revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue 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 Revenue has declined by 5.5% over the past year. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.0% average weekly change).
New Risk • Sep 13New 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 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change).
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$38.25, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 52% over the past three years.
分析記事 • Sep 05Creative Sensor Inc. (TWSE:8249) Stock Catapults 28% Though Its Price And Business Still Lag The MarketCreative Sensor Inc. ( TWSE:8249 ) shareholders would be excited to see that the share price has had a great month...
Reported Earnings • Aug 08Second quarter 2024 earnings released: EPS: NT$0.50 (vs NT$0.48 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.50 (up from NT$0.48 in 2Q 2023). Revenue: NT$1.03b (up 13% from 2Q 2023). Net income: NT$56.8m (up 5.4% from 2Q 2023). Profit margin: 5.5% (down from 6.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
分析記事 • Aug 07Creative Sensor (TWSE:8249) Is Experiencing Growth In Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Jul 29Creative Sensor Inc. to Report Q2, 2024 Results on Aug 05, 2024Creative Sensor Inc. announced that they will report Q2, 2024 results on Aug 05, 2024
Upcoming Dividend • Jun 28Upcoming dividend of NT$1.09 per shareEligible shareholders must have bought the stock before 05 July 2024. Payment date: 31 July 2024. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (4.3%). Higher than average of industry peers (2.6%).
お知らせ • Jun 19Creative Sensor Inc. Announces Cash Dividend, Payable on July 31, 2024Creative Sensor Inc. announced original cash dividend of TWD 157,270,300 (TWD 1.10 per share) and an adjusted cash dividend of TWD 157,270,300 (TWD 1.09198045 per share). Ex-rights (ex-dividend) trading date: July 5, 2024. Ex-rights (ex-dividend) record date: July 13, 2024. Payment date of common stock cash dividend distribution: July 31, 2024.
Board Change • Jun 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Chien-Lung Chen was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Jun 03Now 21% overvaluedOver the last 90 days, the stock has fallen 4.0% to NT$29.80. The fair value is estimated to be NT$24.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.0% over the last 3 years. Earnings per share has grown by 17%.
お知らせ • Jun 02+ 1 more updateCreative Sensor Inc. Announces Term Expiration of Members of Compensation CommitteeCreative Sensor Inc. announced term expired of the members of Compensation Committee. Name and resume of the previous position holder: Shih-Ying Huang (Independent Director of Alliance Material Co. Ltd.); Hsiu-Ming Wang(Chairman of Ming Shing Creativity Management Consultant Co. Ltd.) and Yun-Hsiang Hsiao(Chairman of Taoyuan City Autism Association).
お知らせ • Jun 01Creative Sensor Inc. Announces Change to Members of Audit CommitteeCreative Sensor Inc. announced change to the members of Audit Committee. Name and resume of the previous position holder: Shih-Ying Huang(Independent Director of Alliance Material Co. Ltd.); Hsiu-Ming Wang(Chairman of Ming Shing Creativity Management Consultant Co. Ltd.) and Yun-Hsiang Hsiao(Chairman of Taoyuan City Autism Association). Name and resume of the new position holder: Shih-Ying Huang(Independent Director of Alliance Material Co. Ltd.); Hsiu-Ming Wang(Chairman of Ming Shing Creativity Management Consultant Co. Ltd.); Yun-Hsiang Hsiao(Chairman of Taoyuan City Autism Association) and Chi-Tung Ku(Independent Director of OCEANIC BEVERAGES CO., INC.). Effective date of the new member is May 31, 2024.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.21 (vs NT$0.42 in 1Q 2023)First quarter 2024 results: EPS: NT$0.21 (down from NT$0.42 in 1Q 2023). Revenue: NT$678.4m (down 25% from 1Q 2023). Net income: NT$23.9m (down 50% from 1Q 2023). Profit margin: 3.5% (down from 5.3% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • May 19Now 20% overvaluedOver the last 90 days, the stock has fallen 1.2% to NT$29.70. The fair value is estimated to be NT$24.73, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.0% over the last 3 years. Earnings per share has grown by 17%.
お知らせ • May 02Creative Sensor Inc. to Report Q1, 2024 Results on May 09, 2024Creative Sensor Inc. announced that they will report Q1, 2024 results on May 09, 2024
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: NT$2.18 (vs NT$3.22 in FY 2022)Full year 2023 results: EPS: NT$2.18 (down from NT$3.22 in FY 2022). Revenue: NT$3.06b (down 28% from FY 2022). Net income: NT$246.8m (down 31% from FY 2022). Profit margin: 8.1% (down from 8.4% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 01Creative Sensor Inc., Annual General Meeting, May 31, 2024Creative Sensor Inc., Annual General Meeting, May 31, 2024. Location: 3F., No. 397, Xingshan Rd., Neihu Dist., Taipei City Taiwan Agenda: To consider Business Report for 2023; to consider Inspection Report of Audit Committee for 2023; to consider Remuneration distribution to employees and directors for 2023; to consider Distribution of cash dividends from profits in 2023; and to consider other matters.
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: NT$0.48 (vs NT$0.59 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.48 (down from NT$0.59 in 2Q 2022). Revenue: NT$905.6m (down 16% from 2Q 2022). Net income: NT$53.9m (down 18% from 2Q 2022). Profit margin: 6.0% (down from 6.1% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$28.80, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 96% over the past three years.
Upcoming Dividend • May 24Upcoming dividend of NT$1.88 per share at 6.1% yieldEligible shareholders must have bought the stock before 31 May 2023. Payment date: 21 June 2023. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 6.1%. Within top quartile of Taiwanese dividend payers (5.6%). Higher than average of industry peers (4.4%).
お知らせ • May 13Creative Sensor Inc. Declares a Cash dividend, Payable on June 21, 2023Creative Sensor Inc. declared a cash dividend of (original) TWD 268,492,800, TWD 1.9 per share; cash dividend (Adjusted) of TWD 268,492,800, TWD 1.87792660 per share. The dividend is payable on June 21, 2023 with Ex-rights (ex-dividend) trading date of May 31, 2023 and Ex-rights (ex-dividend) record date of June 6, 2023.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director En-Hsin Hsiao 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 • Nov 13Third quarter 2022 earnings released: EPS: NT$2.30 (vs NT$1.38 in 3Q 2021)Third quarter 2022 results: EPS: NT$2.30 (up from NT$1.38 in 3Q 2021). Revenue: NT$1.17b (up 5.6% from 3Q 2021). Net income: NT$258.5m (up 75% from 3Q 2021). Profit margin: 22% (up from 13% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 23% share price gain to NT$26.20, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 47% over the past three years.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.59 (vs NT$0.099 loss in 2Q 2021)Second quarter 2022 results: EPS: NT$0.59 (up from NT$0.099 loss in 2Q 2021). Revenue: NT$1.08b (down 7.8% from 2Q 2021). Net income: NT$66.0m (up NT$78.6m from 2Q 2021). Profit margin: 6.1% (up from net loss in 2Q 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.
Upcoming Dividend • Jul 07Upcoming dividend of NT$1.29 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 4.6%. Lower than top quartile of Taiwanese dividend payers (6.8%). In line with average of industry peers (5.1%).
Reported Earnings • May 14First quarter 2022 earnings released: EPS: NT$0.22 (vs NT$0.31 in 1Q 2021)First quarter 2022 results: EPS: NT$0.22 (down from NT$0.31 in 1Q 2021). Revenue: NT$887.6m (down 5.3% from 1Q 2021). Net income: NT$24.6m (down 38% from 1Q 2021). Profit margin: 2.8% (down from 4.3% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Director Xiu-Ming Wang was the last independent director to join the board, commencing their role in 2009. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 28Full year 2021 earnings released: EPS: NT$1.50 (vs NT$1.50 in FY 2020)Full year 2021 results: EPS: NT$1.50. Revenue: NT$3.95b (up 16% from FY 2020). Net income: NT$176.7m (down 7.1% from FY 2020). Profit margin: 4.5% (down from 5.6% in FY 2020). The decrease in margin was driven by higher expenses.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$1.38 (vs NT$0.72 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.11b (up 17% from 3Q 2020). Net income: NT$147.9m (up 61% from 3Q 2020). Profit margin: 13% (up from 9.7% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 15Second quarter 2021 earnings released: NT$0.09 loss per share (vs NT$0.54 profit in 2Q 2020)The company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: NT$1.17b (up 21% from 2Q 2020). Net loss: NT$12.6m (down 118% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 29Upcoming dividend of NT$1.30 per shareEligible shareholders must have bought the stock before 05 August 2021. Payment date: 25 August 2021. Trailing yield: 4.6%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$28.45, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 42% over the past three years.
Executive Departure • Jun 11Director En-Kuo Wang has left the companyOn the 4th of June, En-Kuo Wang's tenure as Director ended after less than a year in the role. We don't have any record of a personal shareholding under En-Kuo's name. A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 1.50 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jun 03Independent Director Wei Wang has left the companyOn the 25th of May, Wei Wang's tenure as Independent Director ended after 15.0 years in the role. We don't have any record of a personal shareholding under Wei's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 1.50 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • May 19Supervisor has left the companyOn the 7th of May, Hui-Mei Wu's tenure as Supervisor ended after 8.5 years in the role. We don't have any record of a personal shareholding under Hui-Mei's name. A total of 3 executives have left over the last 12 months.
Executive Departure • May 19Director has left the companyOn the 10th of May, Chiang Hsu's tenure as Director ended after 1.6 years in the role. We don't have any record of a personal shareholding under Chiang's name. A total of 3 executives have left over the last 12 months.
Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$19.90, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 2.1% over the past three years.
Reported Earnings • May 11First quarter 2021 earnings released: EPS NT$0.31 (vs NT$0.085 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$937.2m (up 64% from 1Q 2020). Net income: NT$39.9m (up NT$50.7m from 1Q 2020). Profit margin: 4.3% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat and the company’s share price has also remained flat.
Reported Earnings • Apr 02Full year 2020 earnings released: EPS NT$1.50 (vs NT$1.45 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$3.40b (down 19% from FY 2019). Net income: NT$190.3m (up 3.6% from FY 2019). Profit margin: 5.6% (up from 4.4% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 4% per year.
分析記事 • Mar 25Calculating The Intrinsic Value Of Creative Sensor Inc. (TPE:8249)Does the March share price for Creative Sensor Inc. ( TPE:8249 ) reflect what it's really worth? Today, we will...
Is New 90 Day High Low • Mar 03New 90-day high: NT$20.20The company is up 4.0% from its price of NT$19.45 on 03 December 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 19% over the same period.
分析記事 • Feb 24Is Creative Sensor Inc. (TPE:8249) At Risk Of Cutting Its Dividend?Today we'll take a closer look at Creative Sensor Inc. ( TPE:8249 ) from a dividend investor's perspective. Owning a...
お知らせ • Feb 18Creative Sensor Inc., Annual General Meeting, Jun 25, 2021Creative Sensor Inc., Annual General Meeting, Jun 25, 2021. Location: 3st Floor - YC Group Headquarters, 3F., No. 397, Xingshan Rd., Neihu Dist., Taipei City Taiwan Agenda: To consider the 2020 business report, 2020 supervisor’s audit report, execution of the 2020 board of directors, and supervisors and employees compensation plan; to consider the ratification of the 2020 business report and financial statements, ratification of the proposal for distribution of 2020 earnings; to consider lifting the prohibition on competition for new directors; and to consider the election of the company's 9th directors.
分析記事 • Feb 04These 4 Measures Indicate That Creative Sensor (TPE:8249) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Jan 14Creative Sensor's (TPE:8249) Shareholders Are Down 23% On Their SharesCreative Sensor Inc. ( TPE:8249 ) shareholders should be happy to see the share price up 14% in the last quarter. But...
お知らせ • Dec 31Creative Sensor Inc. Announces Financial Officer ChangesCreative Sensor Inc. announced financial officer changes. Date of occurrence of the change: December 30, 2020. Name, title, and resume of the previous position holder: OU SHENG CHIH /CSI Assistant Vice President. Name, title, and resume of the new position holder: WANG HSUEH LING /LC Vice Director. Reason for the change: retirement.
分析記事 • Dec 23Here's Why Creative Sensor's (TPE:8249) Statutory Earnings Are Arguably Too ConservativeIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. That...
Is New 90 Day High Low • Dec 04New 90-day high: NT$19.65The company is up 12% from its price of NT$17.50 on 04 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period.
分析記事 • Dec 02A Look At The Intrinsic Value Of Creative Sensor Inc. (TPE:8249)In this article we are going to estimate the intrinsic value of Creative Sensor Inc. ( TPE:8249 ) by estimating the...
分析記事 • Nov 18Do Investors Have Good Reason To Be Wary Of Creative Sensor Inc.'s (TPE:8249) 6.6% Dividend Yield?Today we'll take a closer look at Creative Sensor Inc. (TPE:8249) from a dividend investor's perspective. Owning a...
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.72The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$949.6m (down 13% from 3Q 2019). Net income: NT$91.7m (up 5.8% from 3Q 2019). Profit margin: 9.7% (up from 7.9% in 3Q 2019). The increase in margin was driven by lower 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 9% per year.
お知らせ • Nov 12Creative Sensor Inc. Announces General Manager Officer ChangesCreative Sensor Inc. announced the appointment of YANG,CHI-CHANG/Creative Sensor Inc. vice Chairman as general manager officer, effective November 11, 2020. YANG,CHI-CHANG replaced TSAI,YUAN-HAO.
Is New 90 Day High Low • Nov 11New 90-day high: NT$17.75The company is up 4.0% from its price of NT$17.10 on 13 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period.
お知らせ • Oct 01Creative Sensor Inc. Announces Executive ChangesCreative Sensor Inc. announced the appointment of Wang-En-Kuo, Chairman of KROM ELECTRONICS CO., LTD as Juristic Person director representative., effective September 29, 2020. Wang-En-Kuo replaced Hsieh-Ying-Sheng.