Chief Telecom(6561)株式概要Chief Telecom Inc.は、ネットワークインテグレーション、インターネットデータセンター、コミュニケーションインテグレーション、クラウドアプリケーションサービスを台湾および海外で提供しています。 詳細6561 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績5/6財務の健全性3/6配当金2/6報酬当社が推定した公正価値より73.7%で取引されている 収益は年間19.8%増加すると予測されています 過去1年間で収益は11%増加しました アナリストらは、株価が50.9%上昇するだろうとほぼ一致している。 リスク分析4.41%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る6561 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$345.0098.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture07b2016201920222025202620282031Revenue NT$7.2bEarnings NT$2.2bAdvancedSet Fair ValueView all narrativesChief Telecom Inc. 競合他社HwaCom SystemsSymbol: TPEX:6163Market cap: NT$8.1bDa Da BroadbandSymbol: TPEX:7901Market cap: NT$4.5bWelldoneSymbol: TPEX:6170Market cap: NT$5.0bFullerton TechnologySymbol: TWSE:6136Market cap: NT$3.0b価格と性能株価の高値、安値、推移の概要Chief Telecom過去の株価現在の株価NT$345.0052週高値NT$457.5052週安値NT$311.00ベータ0.00371ヶ月の変化-4.83%3ヶ月変化8.49%1年変化-17.56%3年間の変化2.02%5年間の変化31.31%IPOからの変化85.13%最新ニュースReported Earnings • May 01First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: NT$3.00. Revenue: NT$982.2m (up 3.1% from 1Q 2025). Net income: NT$286.8m (up 2.9% from 1Q 2025). Profit margin: 29% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%.Reported Earnings • Mar 01Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: NT$15.75 (up from NT$13.83 in FY 2024). Revenue: NT$3.94b (up 4.0% from FY 2024). Net income: NT$1.23b (up 14% from FY 2024). Profit margin: 31% (up from 28% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Over the last 3 years on average, earnings per share has increased by 14% 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 • Feb 26Chief Telecom Inc., Annual General Meeting, May 27, 2026Chief Telecom Inc., Annual General Meeting, May 27, 2026. Location: no,28 ln.420, sec.5 ch`eng kung rd., neihu district, taipei city TaiwanUpcoming Dividend • Dec 24Upcoming dividend of NT$6.60 per shareEligible shareholders must have bought the stock before 31 December 2025. Payment date: 30 January 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (5.4%). In line with average of industry peers (3.8%).Price Target Changed • Nov 07Price target decreased by 8.2% to NT$513Down from NT$559, the current price target is an average from 4 analysts. New target price is 41% above last closing price of NT$363. Stock is down 31% over the past year. The company is forecast to post earnings per share of NT$15.40 for next year compared to NT$13.82 last year.New Risk • Nov 05New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 121% Cash payout ratio: 289% Dividend yield: 3.7% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 121% Cash payout ratio: 289% High level of non-cash earnings (31% accrual ratio).最新情報をもっと見るRecent updatesReported Earnings • May 01First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: NT$3.00. Revenue: NT$982.2m (up 3.1% from 1Q 2025). Net income: NT$286.8m (up 2.9% from 1Q 2025). Profit margin: 29% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%.Reported Earnings • Mar 01Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: NT$15.75 (up from NT$13.83 in FY 2024). Revenue: NT$3.94b (up 4.0% from FY 2024). Net income: NT$1.23b (up 14% from FY 2024). Profit margin: 31% (up from 28% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Over the last 3 years on average, earnings per share has increased by 14% 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 • Feb 26Chief Telecom Inc., Annual General Meeting, May 27, 2026Chief Telecom Inc., Annual General Meeting, May 27, 2026. Location: no,28 ln.420, sec.5 ch`eng kung rd., neihu district, taipei city TaiwanUpcoming Dividend • Dec 24Upcoming dividend of NT$6.60 per shareEligible shareholders must have bought the stock before 31 December 2025. Payment date: 30 January 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (5.4%). In line with average of industry peers (3.8%).Price Target Changed • Nov 07Price target decreased by 8.2% to NT$513Down from NT$559, the current price target is an average from 4 analysts. New target price is 41% above last closing price of NT$363. Stock is down 31% over the past year. The company is forecast to post earnings per share of NT$15.40 for next year compared to NT$13.82 last year.New Risk • Nov 05New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 121% Cash payout ratio: 289% Dividend yield: 3.7% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 121% Cash payout ratio: 289% High level of non-cash earnings (31% accrual ratio).Reported Earnings • Oct 29Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: NT$3.47 (up from NT$3.33 in 3Q 2024). Revenue: NT$937.1m (down 6.8% from 3Q 2024). Net income: NT$270.7m (up 4.5% from 3Q 2024). Profit margin: 29% (up from 26% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 6.2%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Telecom industry in Asia. 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.Reported Earnings • Jul 31Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: NT$4.66 (up from NT$3.30 in 2Q 2024). Revenue: NT$1.13b (up 26% from 2Q 2024). Net income: NT$363.4m (up 42% from 2Q 2024). Profit margin: 32% (up from 29% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 8.9%. Revenue is forecast to grow 9.3% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 19% per year.Upcoming Dividend • Jun 10Upcoming dividend of NT$12.50 per shareEligible shareholders must have bought the stock before 17 June 2025. Payment date: 10 July 2025. Payout ratio is on the higher end at 87%, and the cash payout ratio is above 100%. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (3.8%).お知らせ • May 23Chief Telecom Inc. Approves Cash Dividend for 2024Chief Telecom Inc. approved cash dividend of TWD 974,479,625 dollars, with TWD 12.5 dollars per share for 2024, at its 2025 Annual General Shareholders' Meeting held on May 22, 2025.Reported Earnings • May 08First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: NT$3.57 (up from NT$3.11 in 1Q 2024). Revenue: NT$953.0m (up 11% from 1Q 2024). Net income: NT$278.6m (up 15% from 1Q 2024). Profit margin: 29% (in line with 1Q 2024). Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) also missed analyst estimates by 5.7%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 17% per year.お知らせ • Apr 23Chief Telecom Inc. to Report Q1, 2025 Results on Apr 30, 2025Chief Telecom Inc. announced that they will report Q1, 2025 results on Apr 30, 2025Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$353, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Telecom industry in Asia. Total returns to shareholders of 55% over the past three years.New Risk • Feb 24New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 90% The company is paying a dividend despite having no free cash flows. Dividend yield: 2.7% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 90% Paying a dividend despite having no free cash flows. High level of non-cash earnings (57% accrual ratio).Reported Earnings • Feb 22Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: NT$13.82 (up from NT$11.84 in FY 2023). Revenue: NT$3.79b (up 17% from FY 2023). Net income: NT$1.08b (up 17% from FY 2023). Profit margin: 28% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 20Chief Telecom Inc., Annual General Meeting, May 22, 2025Chief Telecom Inc., Annual General Meeting, May 22, 2025. Location: 2 floor no,327, t`i ting ta tao, neihu district, taipei city Taiwanお知らせ • Feb 12Chief Telecom Inc. to Report Q4, 2024 Results on Feb 19, 2025Chief Telecom Inc. announced that they will report Q4, 2024 results on Feb 19, 2025Reported Earnings • Nov 05Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: NT$3.33 (up from NT$3.11 in 3Q 2023). Revenue: NT$1.00b (up 22% from 3Q 2023). Net income: NT$259.0m (up 13% from 3Q 2023). Profit margin: 26% (down from 28% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.2%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 23Chief Telecom Inc. to Report Q3, 2024 Results on Oct 30, 2024Chief Telecom Inc. announced that they will report Q3, 2024 results on Oct 30, 2024Price Target Changed • Aug 09Price target increased by 30% to NT$560Up from NT$432, the current price target is an average from 3 analysts. New target price is 15% above last closing price of NT$489. Stock is up 32% over the past year. The company is forecast to post earnings per share of NT$13.18 for next year compared to NT$11.84 last year.Reported Earnings • Aug 08Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: NT$3.30 (up from NT$2.78 in 2Q 2023). Revenue: NT$897.1m (up 13% from 2Q 2023). Net income: NT$256.8m (up 19% from 2Q 2023). Profit margin: 29% (up from 27% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 8.6%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Aug 05Now 21% undervaluedOver the last 90 days, the stock has risen 15% to NT$414. The fair value is estimated to be NT$525, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 10% in the next year.お知らせ • Jul 30Chief Telecom Inc. to Report Q2, 2024 Results on Aug 06, 2024Chief Telecom Inc. announced that they will report Q2, 2024 results on Aug 06, 2024Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$408, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Telecom industry in Asia. Total returns to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$462 per share.Upcoming Dividend • Jun 24Upcoming dividend of NT$10.60 per shareEligible shareholders must have bought the stock before 01 July 2024. Payment date: 19 July 2024. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (3.8%).Buy Or Sell Opportunity • May 10Now 22% undervaluedOver the last 90 days, the stock has risen 8.5% to NT$347. The fair value is estimated to be NT$443, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 10% in the next year.Reported Earnings • Apr 26First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: NT$3.11 (up from NT$2.88 in 1Q 2023). Revenue: NT$855.2m (up 6.4% from 1Q 2023). Net income: NT$242.0m (up 7.9% from 1Q 2023). Profit margin: 28% (in line with 1Q 2023). Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 11% per year.お知らせ • Apr 19Chief Telecom Inc. to Report Q1, 2024 Results on Apr 25, 2024Chief Telecom Inc. announced that they will report Q1, 2024 results on Apr 25, 2024お知らせ • Mar 01Chief Telecom Inc. Announces Resignation of Ai-Jun Pang as the Company's Independent Director, Effective May 28, 2024Chief Telecom Inc. announced resignation of Ai-Jun Pang as the Company's independent director. The effective date will be the date of 2024 Annual General Shareholders' Meeting to be held on May 28, 2024.Reported Earnings • Feb 22Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: NT$11.84 (up from NT$10.77 in FY 2022). Revenue: NT$3.24b (up 5.3% from FY 2022). Net income: NT$921.1m (up 10% from FY 2022). Profit margin: 28% (up from 27% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.0%. 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 8% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 17Chief Telecom Inc., Annual General Meeting, May 28, 2024Chief Telecom Inc., Annual General Meeting, May 28, 2024. Location: Second Floor, No. 327, Section 1, Tiding Avenue, Neihu District Taipei City Taiwan Agenda: To consider and approve the annual business report of the company; to consider and approve the cash dividend distribution report; to consider and approve the directors remuneration and employee remuneration distribution; and to consider any other matters.Price Target Changed • Jan 23Price target increased by 13% to NT$439Up from NT$387, the current price target is an average from 3 analysts. New target price is 37% above last closing price of NT$320. Stock is up 26% over the past year. The company is forecast to post earnings per share of NT$12.03 for next year compared to NT$10.77 last year.お知らせ • Nov 17+ 3 more updatesChief Telecom Inc. Announces Resignation of Yen-Hung Wu as CEOChief Telecom Inc. announced that the Chairperson of the Company is concurrently appointed as CSO (the former concurrently serving as CEO has resigned). Name, title, and resume of the previous position holder: Yen-Hung Wu/Chairperson of the Company concurrently serves as CEO. Name, title, and resume of the new position holder: Yen-Hung Wu/Chairperson of the Company concurrently serves as CSO. Type of change: new replacement. Effective date: November 16, 2023. Reason for the change: After the comprehensive re-election, the board of directors resolved.Major Estimate Revision • Nov 11Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from NT$11.11 to NT$12.63. Revenue forecast steady at NT$3.24b. Net income forecast to grow 7.4% next year vs 12% growth forecast for Telecom industry in Taiwan. Consensus price target broadly unchanged at NT$387. Share price was steady at NT$321 over the past week.Reported Earnings • Nov 08Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: EPS: NT$3.11 (up from NT$2.65 in 3Q 2022). Revenue: NT$822.2m (up 7.3% from 3Q 2022). Net income: NT$228.9m (up 11% from 3Q 2022). Profit margin: 28% (up from 27% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 16%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Aug 10Upcoming dividend of NT$9.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 17 August 2023. Payment date: 22 September 2023. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.0%).Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: NT$3.06 (vs NT$2.86 in 2Q 2022)Second quarter 2023 results: EPS: NT$3.06 (up from NT$2.86 in 2Q 2022). Revenue: NT$791.5m (up 3.4% from 2Q 2022). Net income: NT$216.6m (up 7.1% from 2Q 2022). Profit margin: 27% (up from 26% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Telecom industry in Asia. 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 7% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 30Chief Telecom Inc. Approves the Cash Dividend for the Year 2022Chief Telecom Inc. approved the total cash dividend of TWD 636,703,929 or TWD 9 per share for the year 2022, at the AGM held on June 29, 2023.Reported Earnings • Apr 14Full year 2022 earnings released: EPS: NT$11.85 (vs NT$9.75 in FY 2021)Full year 2022 results: EPS: NT$11.85 (up from NT$9.75 in FY 2021). Revenue: NT$3.08b (up 10.0% from FY 2021). Net income: NT$836.8m (up 22% from FY 2021). Profit margin: 27% (up from 25% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 12% per year.Price Target Changed • Apr 11Price target increased by 13% to NT$430Up from NT$381, the current price target is provided by 1 analyst. New target price is 10% above last closing price of NT$390. Stock is up 43% over the past year. The company posted earnings per share of NT$11.85 last year.Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$349, the stock trades at a trailing P/E ratio of 29.5x. Average forward P/E is 14x in the Telecom industry in Taiwan. Total returns to shareholders of 68% over the past three years.お知らせ • Jan 05Chief Telecom Inc. Announces Executive ChangesChief Telecom Inc. announced the change in representative of the company's institutional director. Name of the previous position holder: Ming Chung; Resume of the previous position holder:Vice President, Information Technology Business Group of Chunghwa Telecom Co., Ltd; Name of the new position holder: Chung-Shuo Lin; Resume of the new position holder: Vice President, Information Technology Business Group of Chunghwa Telecom Co., Ltd; Reason for the change: Chunghwa Telecom assigned a new representative to serve as institutional director. Effective date of the new appointment is January 04, 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. 4 non-independent directors. Independent Director Ai-Chun Pang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 01Third quarter 2022 earnings released: EPS: NT$2.91 (vs NT$2.49 in 3Q 2021)Third quarter 2022 results: EPS: NT$2.91 (up from NT$2.49 in 3Q 2021). Revenue: NT$766.2m (up 6.4% from 3Q 2021). Net income: NT$205.6m (up 17% from 3Q 2021). Profit margin: 27% (up from 24% in 3Q 2021). The increase in margin was driven by higher revenue. 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 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: NT$2.86 (vs NT$2.23 in 2Q 2021)Second quarter 2022 results: EPS: NT$2.86 (up from NT$2.23 in 2Q 2021). Revenue: NT$765.7m (up 12% from 2Q 2021). Net income: NT$202.2m (up 29% from 2Q 2021). Profit margin: 26% (up from 23% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year.Board Change • Jul 01Less 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 Ai-Chun Pang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jun 23Upcoming dividend of NT$9.30 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 18 July 2022. Payout ratio is on the higher end at 92%, and the cash payout ratio is above 100%. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (6.4%). Lower than average of industry peers (4.1%).お知らせ • Jun 08Chief Telecom Inc. Announces Cash Dividend for the Year 2022, Payable on July 18, 2022Chief Telecom Inc. announced a cash dividend of TWD 614,936,715 or TWD 8.7 per share for the year 2022. Ex-rights (Ex-dividend) date is June 30, 2022. Ex-rights (Ex-dividend) record date is July 6, 2022. Payment date of cash dividend distribution is July 18, 2022.Board Change • May 17Less 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 Ai-Chun Pang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: NT$2.79 (vs NT$2.38 in 1Q 2021)First quarter 2022 results: EPS: NT$2.79 (up from NT$2.38 in 1Q 2021). Revenue: NT$749.8m (up 8.7% from 1Q 2021). Net income: NT$196.5m (up 18% from 1Q 2021). Profit margin: 26% (up from 24% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.Reported Earnings • Feb 18Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: NT$9.75 (up from NT$8.67 in FY 2020). Revenue: NT$2.80b (up 9.2% from FY 2020). Net income: NT$686.6m (up 13% from FY 2020). Profit margin: 25% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.2%, 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 9% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS NT$2.49 (vs NT$2.15 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$720.1m (up 10% from 3Q 2020). Net income: NT$175.6m (up 16% from 3Q 2020). Profit margin: 24% (up from 23% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Aug 26Upcoming dividend of NT$8.80 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 17 September 2021. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (3.7%).Reported Earnings • Aug 01Second quarter 2021 earnings released: EPS NT$2.23 (vs NT$2.10 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: NT$681.3m (up 8.0% from 2Q 2020). Net income: NT$157.3m (up 6.7% from 2Q 2020). Profit margin: 23% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 01First quarter 2021 earnings released: EPS NT$2.38 (vs NT$2.11 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: NT$689.7m (up 12% from 1Q 2020). Net income: NT$167.1m (up 14% from 1Q 2020). Profit margin: 24% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.分析記事 • Apr 08Investors Could Be Concerned With Chief Telecom's (GTSM:6561) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Mar 18Should Chief Telecom (GTSM:6561) Be Disappointed With Their 54% Profit?Vanguard founder Jack Bogle helped spearhead the low-cost index fund, putting average returns within reach of every...分析記事 • Feb 23Estimating The Intrinsic Value Of Chief Telecom Inc. (GTSM:6561)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Chief Telecom Inc...Reported Earnings • Feb 21Full year 2020 earnings released: EPS NT$8.67 (vs NT$7.83 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$2.56b (up 6.9% from FY 2019). Net income: NT$607.8m (up 12% from FY 2019). Profit margin: 24% (up from 23% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 21Revenue beats expectationsRevenue exceeded analyst estimates by 1.0%.お知らせ • Feb 20Chief Telecom Inc., Annual General Meeting, Jun 11, 2021Chief Telecom Inc., Annual General Meeting, Jun 11, 2021. Location: Second Floor, No. 327, Section 1, Tiding Avenue, Neihu District Tai Pei Taiwan Agenda: To consider the 109th annual business report of the company; to consider the audit report of the 109th annual audit committee of the company; to consider the company's 109 year report on directors' remuneration and employee remuneration distribution; to consider revise the report of the company's Integrity Operation Procedures and Behavior Guidelines; and to consider the company plans to issue cash with capital reserve.分析記事 • Feb 03Chief Telecom's (GTSM:6561) Earnings Are Growing But Is There More To The Story?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...Is New 90 Day High Low • Jan 28New 90-day low: NT$301The company is down 18% from its price of NT$365 on 30 October 2020. The Taiwanese market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 1.0% over the same period.Is New 90 Day High Low • Jan 12New 90-day low: NT$338The company is down 5.0% from its price of NT$356 on 15 October 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 3.0% over the same period.分析記事 • Jan 11Are Chief Telecom Inc.'s (GTSM:6561) Fundamentals Good Enough to Warrant Buying Given The Stock's Recent Weakness?With its stock down 4.6% over the past month, it is easy to disregard Chief Telecom (GTSM:6561). However, the company's...分析記事 • Dec 22Here's How We Evaluate Chief Telecom Inc.'s (GTSM:6561) DividendIs Chief Telecom Inc. ( GTSM:6561 ) a good dividend stock? How can we tell? Dividend paying companies with growing...分析記事 • Dec 04Is Chief Telecom's (GTSM:6561) 124% Share Price Increase Well Justified?The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...Reported Earnings • Oct 27Third quarter earnings releasedOver the last 12 months the company has reported total profits of NT$587.7m, up 11% from the prior year. Total revenue was NT$2.51b over the last 12 months, up 6.0% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 27Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 0.7% at NT$653.9m.株主還元6561TW TelecomTW 市場7D1.3%0.4%6.7%1Y-17.6%4.0%98.2%株主還元を見る業界別リターン: 6561過去 1 年間で4 % の収益を上げたTW Telecom業界を下回りました。リターン対市場: 6561は、過去 1 年間で98.2 % のリターンを上げたTW市場を下回りました。価格変動Is 6561's price volatile compared to industry and market?6561 volatility6561 Average Weekly Movement4.5%Telecom Industry Average Movement4.5%Market Average Movement6.0%10% most volatile stocks in TW Market12.2%10% least volatile stocks in TW Market2.5%安定した株価: 6561 、 TW市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 6561の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト1991n/aJohnny Liuwww.chief.com.twチーフテレコムは、ネットワークインテグレーション、インターネットデータセンター、コミュニケーションインテグレーション、クラウドアプリケーションサービスを台湾および海外で提供している。スペース/ケージ、スイート、相互接続、キャビネット、カスタマイズ電源、マネージドサービスなどのインターネットデータセンター(IDC)サービス、マネージドCPE、セキュアソケットレイヤー仮想プライベートネットワーク(SSL VPN)リモートアクセス、データバックアップ、セキュリティサービス、機器レンタルサービスなどのIDC付加価値サービス、ケーブル、電源、ネットワークオペレーションセンター、セキュリティシステム、空調システム、火災報知器システム、ロビー、IDC施設、コールド/ホットアイル配置システムなどのオンラインIDCツアーサービスを提供している。また、マルチプロトコルラベルスイッチング仮想プライベートネットワーク、ADSL-VPN、トンネルVPN、SSL VPNアプリケーション、データ管理CPEからなる企業向けネットワークソリューション、専用線、国際専用線/国際イーサネット専用線(IEPL)、インターネットアクセスソリューションサービスも提供している。さらに、統合サービスルーター(ISR)による音声およびボイスオーバーIPの卸売りサービス、交換機、回線接続、コスト分析データからなる企業向け通信の小売音声サービスも提供している。さらに、クラウド・コンピューティング・プラットフォーム、APPクラウド、データ・ストレージ、セキュリティ、付加価値サービスなどのクラウド・サービスを提供し、チーフ・クラウド・エクスチェンジ、台北インターネット・エクスチェンジ、海底および音声エクスチェンジ・センターを運営している。さらに、キャリア、デジタルコンテンツ、eコマース、ハイブリッドクラウド、データストレージ統合、エンタープライズボイス、チェーンストア、通信ソリューション、旅行業界向けICT統合ソリューションを提供している。同社は1991年に設立され、本社は台湾の台北市にある。チーフテレコムは中華電信股份有限公司の子会社として運営されている。もっと見るChief Telecom Inc. 基礎のまとめChief Telecom の収益と売上を時価総額と比較するとどうか。6561 基礎統計学時価総額NT$26.90b収益(TTM)NT$1.24b売上高(TTM)NT$3.97b21.8xPER(株価収益率6.8xP/Sレシオ6561 は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計6561 損益計算書(TTM)収益NT$3.97b売上原価NT$1.94b売上総利益NT$2.03bその他の費用NT$798.45m収益NT$1.24b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)15.85グロス・マージン51.20%純利益率31.10%有利子負債/自己資本比率5.0%6561 の長期的なパフォーマンスは?過去の実績と比較を見る配当金4.4%現在の配当利回り89%配当性向6561 配当は確実ですか?6561 配当履歴とベンチマークを見る6561 、いつまでに購入すれば配当金を受け取れますか?Chief Telecom 配当日配当落ち日Jul 08 2026配当支払日Jul 30 2026配当落ちまでの日数59 days配当支払日までの日数81 days6561 配当は確実ですか?6561 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/09 21:42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Chief Telecom Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Fan-Jen TsengKGI Securities Co. Ltd.Jianzhang SuMasterlink Securities Investment AdvisoryChun-Yao FeiSinoPac Securities Investment Service
Reported Earnings • May 01First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: NT$3.00. Revenue: NT$982.2m (up 3.1% from 1Q 2025). Net income: NT$286.8m (up 2.9% from 1Q 2025). Profit margin: 29% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%.
Reported Earnings • Mar 01Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: NT$15.75 (up from NT$13.83 in FY 2024). Revenue: NT$3.94b (up 4.0% from FY 2024). Net income: NT$1.23b (up 14% from FY 2024). Profit margin: 31% (up from 28% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Over the last 3 years on average, earnings per share has increased by 14% 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 • Feb 26Chief Telecom Inc., Annual General Meeting, May 27, 2026Chief Telecom Inc., Annual General Meeting, May 27, 2026. Location: no,28 ln.420, sec.5 ch`eng kung rd., neihu district, taipei city Taiwan
Upcoming Dividend • Dec 24Upcoming dividend of NT$6.60 per shareEligible shareholders must have bought the stock before 31 December 2025. Payment date: 30 January 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (5.4%). In line with average of industry peers (3.8%).
Price Target Changed • Nov 07Price target decreased by 8.2% to NT$513Down from NT$559, the current price target is an average from 4 analysts. New target price is 41% above last closing price of NT$363. Stock is down 31% over the past year. The company is forecast to post earnings per share of NT$15.40 for next year compared to NT$13.82 last year.
New Risk • Nov 05New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 121% Cash payout ratio: 289% Dividend yield: 3.7% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 121% Cash payout ratio: 289% High level of non-cash earnings (31% accrual ratio).
Reported Earnings • May 01First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: NT$3.00. Revenue: NT$982.2m (up 3.1% from 1Q 2025). Net income: NT$286.8m (up 2.9% from 1Q 2025). Profit margin: 29% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%.
Reported Earnings • Mar 01Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: NT$15.75 (up from NT$13.83 in FY 2024). Revenue: NT$3.94b (up 4.0% from FY 2024). Net income: NT$1.23b (up 14% from FY 2024). Profit margin: 31% (up from 28% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Over the last 3 years on average, earnings per share has increased by 14% 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 • Feb 26Chief Telecom Inc., Annual General Meeting, May 27, 2026Chief Telecom Inc., Annual General Meeting, May 27, 2026. Location: no,28 ln.420, sec.5 ch`eng kung rd., neihu district, taipei city Taiwan
Upcoming Dividend • Dec 24Upcoming dividend of NT$6.60 per shareEligible shareholders must have bought the stock before 31 December 2025. Payment date: 30 January 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (5.4%). In line with average of industry peers (3.8%).
Price Target Changed • Nov 07Price target decreased by 8.2% to NT$513Down from NT$559, the current price target is an average from 4 analysts. New target price is 41% above last closing price of NT$363. Stock is down 31% over the past year. The company is forecast to post earnings per share of NT$15.40 for next year compared to NT$13.82 last year.
New Risk • Nov 05New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 121% Cash payout ratio: 289% Dividend yield: 3.7% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 121% Cash payout ratio: 289% High level of non-cash earnings (31% accrual ratio).
Reported Earnings • Oct 29Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: NT$3.47 (up from NT$3.33 in 3Q 2024). Revenue: NT$937.1m (down 6.8% from 3Q 2024). Net income: NT$270.7m (up 4.5% from 3Q 2024). Profit margin: 29% (up from 26% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 6.2%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Telecom industry in Asia. 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.
Reported Earnings • Jul 31Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: NT$4.66 (up from NT$3.30 in 2Q 2024). Revenue: NT$1.13b (up 26% from 2Q 2024). Net income: NT$363.4m (up 42% from 2Q 2024). Profit margin: 32% (up from 29% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 8.9%. Revenue is forecast to grow 9.3% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 19% per year.
Upcoming Dividend • Jun 10Upcoming dividend of NT$12.50 per shareEligible shareholders must have bought the stock before 17 June 2025. Payment date: 10 July 2025. Payout ratio is on the higher end at 87%, and the cash payout ratio is above 100%. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (3.8%).
お知らせ • May 23Chief Telecom Inc. Approves Cash Dividend for 2024Chief Telecom Inc. approved cash dividend of TWD 974,479,625 dollars, with TWD 12.5 dollars per share for 2024, at its 2025 Annual General Shareholders' Meeting held on May 22, 2025.
Reported Earnings • May 08First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: NT$3.57 (up from NT$3.11 in 1Q 2024). Revenue: NT$953.0m (up 11% from 1Q 2024). Net income: NT$278.6m (up 15% from 1Q 2024). Profit margin: 29% (in line with 1Q 2024). Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) also missed analyst estimates by 5.7%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 17% per year.
お知らせ • Apr 23Chief Telecom Inc. to Report Q1, 2025 Results on Apr 30, 2025Chief Telecom Inc. announced that they will report Q1, 2025 results on Apr 30, 2025
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$353, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Telecom industry in Asia. Total returns to shareholders of 55% over the past three years.
New Risk • Feb 24New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 90% The company is paying a dividend despite having no free cash flows. Dividend yield: 2.7% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 90% Paying a dividend despite having no free cash flows. High level of non-cash earnings (57% accrual ratio).
Reported Earnings • Feb 22Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: NT$13.82 (up from NT$11.84 in FY 2023). Revenue: NT$3.79b (up 17% from FY 2023). Net income: NT$1.08b (up 17% from FY 2023). Profit margin: 28% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 20Chief Telecom Inc., Annual General Meeting, May 22, 2025Chief Telecom Inc., Annual General Meeting, May 22, 2025. Location: 2 floor no,327, t`i ting ta tao, neihu district, taipei city Taiwan
お知らせ • Feb 12Chief Telecom Inc. to Report Q4, 2024 Results on Feb 19, 2025Chief Telecom Inc. announced that they will report Q4, 2024 results on Feb 19, 2025
Reported Earnings • Nov 05Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: NT$3.33 (up from NT$3.11 in 3Q 2023). Revenue: NT$1.00b (up 22% from 3Q 2023). Net income: NT$259.0m (up 13% from 3Q 2023). Profit margin: 26% (down from 28% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.2%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 23Chief Telecom Inc. to Report Q3, 2024 Results on Oct 30, 2024Chief Telecom Inc. announced that they will report Q3, 2024 results on Oct 30, 2024
Price Target Changed • Aug 09Price target increased by 30% to NT$560Up from NT$432, the current price target is an average from 3 analysts. New target price is 15% above last closing price of NT$489. Stock is up 32% over the past year. The company is forecast to post earnings per share of NT$13.18 for next year compared to NT$11.84 last year.
Reported Earnings • Aug 08Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: NT$3.30 (up from NT$2.78 in 2Q 2023). Revenue: NT$897.1m (up 13% from 2Q 2023). Net income: NT$256.8m (up 19% from 2Q 2023). Profit margin: 29% (up from 27% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 8.6%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Aug 05Now 21% undervaluedOver the last 90 days, the stock has risen 15% to NT$414. The fair value is estimated to be NT$525, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 10% in the next year.
お知らせ • Jul 30Chief Telecom Inc. to Report Q2, 2024 Results on Aug 06, 2024Chief Telecom Inc. announced that they will report Q2, 2024 results on Aug 06, 2024
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$408, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Telecom industry in Asia. Total returns to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$462 per share.
Upcoming Dividend • Jun 24Upcoming dividend of NT$10.60 per shareEligible shareholders must have bought the stock before 01 July 2024. Payment date: 19 July 2024. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (3.8%).
Buy Or Sell Opportunity • May 10Now 22% undervaluedOver the last 90 days, the stock has risen 8.5% to NT$347. The fair value is estimated to be NT$443, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 10% in the next year.
Reported Earnings • Apr 26First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: NT$3.11 (up from NT$2.88 in 1Q 2023). Revenue: NT$855.2m (up 6.4% from 1Q 2023). Net income: NT$242.0m (up 7.9% from 1Q 2023). Profit margin: 28% (in line with 1Q 2023). Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Apr 19Chief Telecom Inc. to Report Q1, 2024 Results on Apr 25, 2024Chief Telecom Inc. announced that they will report Q1, 2024 results on Apr 25, 2024
お知らせ • Mar 01Chief Telecom Inc. Announces Resignation of Ai-Jun Pang as the Company's Independent Director, Effective May 28, 2024Chief Telecom Inc. announced resignation of Ai-Jun Pang as the Company's independent director. The effective date will be the date of 2024 Annual General Shareholders' Meeting to be held on May 28, 2024.
Reported Earnings • Feb 22Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: NT$11.84 (up from NT$10.77 in FY 2022). Revenue: NT$3.24b (up 5.3% from FY 2022). Net income: NT$921.1m (up 10% from FY 2022). Profit margin: 28% (up from 27% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.0%. 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 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 17Chief Telecom Inc., Annual General Meeting, May 28, 2024Chief Telecom Inc., Annual General Meeting, May 28, 2024. Location: Second Floor, No. 327, Section 1, Tiding Avenue, Neihu District Taipei City Taiwan Agenda: To consider and approve the annual business report of the company; to consider and approve the cash dividend distribution report; to consider and approve the directors remuneration and employee remuneration distribution; and to consider any other matters.
Price Target Changed • Jan 23Price target increased by 13% to NT$439Up from NT$387, the current price target is an average from 3 analysts. New target price is 37% above last closing price of NT$320. Stock is up 26% over the past year. The company is forecast to post earnings per share of NT$12.03 for next year compared to NT$10.77 last year.
お知らせ • Nov 17+ 3 more updatesChief Telecom Inc. Announces Resignation of Yen-Hung Wu as CEOChief Telecom Inc. announced that the Chairperson of the Company is concurrently appointed as CSO (the former concurrently serving as CEO has resigned). Name, title, and resume of the previous position holder: Yen-Hung Wu/Chairperson of the Company concurrently serves as CEO. Name, title, and resume of the new position holder: Yen-Hung Wu/Chairperson of the Company concurrently serves as CSO. Type of change: new replacement. Effective date: November 16, 2023. Reason for the change: After the comprehensive re-election, the board of directors resolved.
Major Estimate Revision • Nov 11Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from NT$11.11 to NT$12.63. Revenue forecast steady at NT$3.24b. Net income forecast to grow 7.4% next year vs 12% growth forecast for Telecom industry in Taiwan. Consensus price target broadly unchanged at NT$387. Share price was steady at NT$321 over the past week.
Reported Earnings • Nov 08Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: EPS: NT$3.11 (up from NT$2.65 in 3Q 2022). Revenue: NT$822.2m (up 7.3% from 3Q 2022). Net income: NT$228.9m (up 11% from 3Q 2022). Profit margin: 28% (up from 27% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 16%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 10Upcoming dividend of NT$9.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 17 August 2023. Payment date: 22 September 2023. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.0%).
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: NT$3.06 (vs NT$2.86 in 2Q 2022)Second quarter 2023 results: EPS: NT$3.06 (up from NT$2.86 in 2Q 2022). Revenue: NT$791.5m (up 3.4% from 2Q 2022). Net income: NT$216.6m (up 7.1% from 2Q 2022). Profit margin: 27% (up from 26% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Telecom industry in Asia. 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 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 30Chief Telecom Inc. Approves the Cash Dividend for the Year 2022Chief Telecom Inc. approved the total cash dividend of TWD 636,703,929 or TWD 9 per share for the year 2022, at the AGM held on June 29, 2023.
Reported Earnings • Apr 14Full year 2022 earnings released: EPS: NT$11.85 (vs NT$9.75 in FY 2021)Full year 2022 results: EPS: NT$11.85 (up from NT$9.75 in FY 2021). Revenue: NT$3.08b (up 10.0% from FY 2021). Net income: NT$836.8m (up 22% from FY 2021). Profit margin: 27% (up from 25% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 12% per year.
Price Target Changed • Apr 11Price target increased by 13% to NT$430Up from NT$381, the current price target is provided by 1 analyst. New target price is 10% above last closing price of NT$390. Stock is up 43% over the past year. The company posted earnings per share of NT$11.85 last year.
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$349, the stock trades at a trailing P/E ratio of 29.5x. Average forward P/E is 14x in the Telecom industry in Taiwan. Total returns to shareholders of 68% over the past three years.
お知らせ • Jan 05Chief Telecom Inc. Announces Executive ChangesChief Telecom Inc. announced the change in representative of the company's institutional director. Name of the previous position holder: Ming Chung; Resume of the previous position holder:Vice President, Information Technology Business Group of Chunghwa Telecom Co., Ltd; Name of the new position holder: Chung-Shuo Lin; Resume of the new position holder: Vice President, Information Technology Business Group of Chunghwa Telecom Co., Ltd; Reason for the change: Chunghwa Telecom assigned a new representative to serve as institutional director. Effective date of the new appointment is January 04, 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. 4 non-independent directors. Independent Director Ai-Chun Pang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 01Third quarter 2022 earnings released: EPS: NT$2.91 (vs NT$2.49 in 3Q 2021)Third quarter 2022 results: EPS: NT$2.91 (up from NT$2.49 in 3Q 2021). Revenue: NT$766.2m (up 6.4% from 3Q 2021). Net income: NT$205.6m (up 17% from 3Q 2021). Profit margin: 27% (up from 24% in 3Q 2021). The increase in margin was driven by higher revenue. 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 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: NT$2.86 (vs NT$2.23 in 2Q 2021)Second quarter 2022 results: EPS: NT$2.86 (up from NT$2.23 in 2Q 2021). Revenue: NT$765.7m (up 12% from 2Q 2021). Net income: NT$202.2m (up 29% from 2Q 2021). Profit margin: 26% (up from 23% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year.
Board Change • Jul 01Less 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 Ai-Chun Pang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jun 23Upcoming dividend of NT$9.30 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 18 July 2022. Payout ratio is on the higher end at 92%, and the cash payout ratio is above 100%. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (6.4%). Lower than average of industry peers (4.1%).
お知らせ • Jun 08Chief Telecom Inc. Announces Cash Dividend for the Year 2022, Payable on July 18, 2022Chief Telecom Inc. announced a cash dividend of TWD 614,936,715 or TWD 8.7 per share for the year 2022. Ex-rights (Ex-dividend) date is June 30, 2022. Ex-rights (Ex-dividend) record date is July 6, 2022. Payment date of cash dividend distribution is July 18, 2022.
Board Change • May 17Less 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 Ai-Chun Pang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: NT$2.79 (vs NT$2.38 in 1Q 2021)First quarter 2022 results: EPS: NT$2.79 (up from NT$2.38 in 1Q 2021). Revenue: NT$749.8m (up 8.7% from 1Q 2021). Net income: NT$196.5m (up 18% from 1Q 2021). Profit margin: 26% (up from 24% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.
Reported Earnings • Feb 18Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: NT$9.75 (up from NT$8.67 in FY 2020). Revenue: NT$2.80b (up 9.2% from FY 2020). Net income: NT$686.6m (up 13% from FY 2020). Profit margin: 25% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.2%, 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 9% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS NT$2.49 (vs NT$2.15 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$720.1m (up 10% from 3Q 2020). Net income: NT$175.6m (up 16% from 3Q 2020). Profit margin: 24% (up from 23% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Aug 26Upcoming dividend of NT$8.80 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 17 September 2021. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (3.7%).
Reported Earnings • Aug 01Second quarter 2021 earnings released: EPS NT$2.23 (vs NT$2.10 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: NT$681.3m (up 8.0% from 2Q 2020). Net income: NT$157.3m (up 6.7% from 2Q 2020). Profit margin: 23% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 01First quarter 2021 earnings released: EPS NT$2.38 (vs NT$2.11 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: NT$689.7m (up 12% from 1Q 2020). Net income: NT$167.1m (up 14% from 1Q 2020). Profit margin: 24% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.
分析記事 • Apr 08Investors Could Be Concerned With Chief Telecom's (GTSM:6561) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Mar 18Should Chief Telecom (GTSM:6561) Be Disappointed With Their 54% Profit?Vanguard founder Jack Bogle helped spearhead the low-cost index fund, putting average returns within reach of every...
分析記事 • Feb 23Estimating The Intrinsic Value Of Chief Telecom Inc. (GTSM:6561)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Chief Telecom Inc...
Reported Earnings • Feb 21Full year 2020 earnings released: EPS NT$8.67 (vs NT$7.83 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$2.56b (up 6.9% from FY 2019). Net income: NT$607.8m (up 12% from FY 2019). Profit margin: 24% (up from 23% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 21Revenue beats expectationsRevenue exceeded analyst estimates by 1.0%.
お知らせ • Feb 20Chief Telecom Inc., Annual General Meeting, Jun 11, 2021Chief Telecom Inc., Annual General Meeting, Jun 11, 2021. Location: Second Floor, No. 327, Section 1, Tiding Avenue, Neihu District Tai Pei Taiwan Agenda: To consider the 109th annual business report of the company; to consider the audit report of the 109th annual audit committee of the company; to consider the company's 109 year report on directors' remuneration and employee remuneration distribution; to consider revise the report of the company's Integrity Operation Procedures and Behavior Guidelines; and to consider the company plans to issue cash with capital reserve.
分析記事 • Feb 03Chief Telecom's (GTSM:6561) Earnings Are Growing But Is There More To The Story?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...
Is New 90 Day High Low • Jan 28New 90-day low: NT$301The company is down 18% from its price of NT$365 on 30 October 2020. The Taiwanese market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 1.0% over the same period.
Is New 90 Day High Low • Jan 12New 90-day low: NT$338The company is down 5.0% from its price of NT$356 on 15 October 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 3.0% over the same period.
分析記事 • Jan 11Are Chief Telecom Inc.'s (GTSM:6561) Fundamentals Good Enough to Warrant Buying Given The Stock's Recent Weakness?With its stock down 4.6% over the past month, it is easy to disregard Chief Telecom (GTSM:6561). However, the company's...
分析記事 • Dec 22Here's How We Evaluate Chief Telecom Inc.'s (GTSM:6561) DividendIs Chief Telecom Inc. ( GTSM:6561 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
分析記事 • Dec 04Is Chief Telecom's (GTSM:6561) 124% Share Price Increase Well Justified?The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...
Reported Earnings • Oct 27Third quarter earnings releasedOver the last 12 months the company has reported total profits of NT$587.7m, up 11% from the prior year. Total revenue was NT$2.51b over the last 12 months, up 6.0% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 27Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 0.7% at NT$653.9m.