View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsSFA Semicon Philippines 과거 순이익 실적과거 기준 점검 0/6SFA Semicon Philippines 의 수입은 연평균 -33.7%의 비율로 감소해 온 반면, Semiconductor 산업은 연평균 0.3%의 비율로 감소했습니다. 매출은 연평균 7.9%의 비율로 감소해 왔습니다.핵심 정보-33.75%순이익 성장률-34.00%주당순이익(EPS) 성장률Semiconductor 산업 성장률23.83%매출 성장률-7.85%자기자본이익률-7.46%순이익률-5.00%최근 순이익 업데이트30 Sep 2024최근 과거 실적 업데이트Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: US$0 (vs US$0.001 in 2Q 2023)Second quarter 2024 results: EPS: US$0 (down from US$0.001 in 2Q 2023). Revenue: US$47.8m (down 26% from 2Q 2023). Net loss: US$588.1k (down 125% from profit in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 13Full year 2023 earnings released: US$0.003 loss per share (vs US$0.006 profit in FY 2022)Full year 2023 results: US$0.003 loss per share (down from US$0.006 profit in FY 2022). Revenue: US$217.2m (down 38% from FY 2022). Net loss: US$5.26m (down 141% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Reported Earnings • Nov 15Third quarter 2023 earnings released: US$0.002 loss per share (vs US$0.001 profit in 3Q 2022)Third quarter 2023 results: US$0.002 loss per share (down from US$0.001 profit in 3Q 2022). Revenue: US$50.3m (down 42% from 3Q 2022). Net loss: US$3.48m (down 220% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: US$0.001 (vs US$0.001 in 2Q 2022)Second quarter 2023 results: EPS: US$0.001 (in line with 2Q 2022). Revenue: US$64.8m (down 29% from 2Q 2022). Net income: US$2.34m (up 10% from 2Q 2022). Profit margin: 3.6% (up from 2.3% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 9% per year.Reported Earnings • Mar 14Full year 2022 earnings releasedFull year 2022 results: Revenue: US$350.5m (up 1.0% from FY 2021). Net income: US$12.8m (flat on FY 2021). Profit margin: 3.7% (in line with FY 2021).Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: US$0.001 (vs US$0.002 in 3Q 2021)Third quarter 2022 results: EPS: US$0.001 (down from US$0.002 in 3Q 2021). Revenue: US$86.9m (flat on 3Q 2021). Net income: US$2.90m (down 26% from 3Q 2021). Profit margin: 3.3% (down from 4.5% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.모든 업데이트 보기Recent updates공시 • Dec 12SFA Semicon Philippines Corporation(PSE:SSP) dropped from PSE All Share IndexSFA Semicon Philippines Corporation has been dropped from the PSE All Share Index.공시 • Nov 26SFA Semicon Philippines Plans to Delist on December 12, 2024In relation to the Petition for Voluntary Delisting (the ‘Petition’) of SFA Semicon Philippines Corporation (the ‘Company’) submitted on October 11, 2024, and in addition to the various public disclosures already made by the Company through The Philippine Stock Exchange Inc. (‘PSE’) EDGE portal, this disclosure is to formally provide, in connection with the Petition, a notice of the successful completion of the tender offer (the ‘Tender Offer’) conducted by SFA Semicon Co. Ltd. (the ‘Bidder’), in support of the Company’s application for voluntary delisting. The Tender Offer commenced at 9:30 a.m. on October 14, 2024, and ended at 3:00 p.m. on November 12, 2024 (the ‘Tender Offer Period’). During the Tender Offer Period, a total of 192,772,951 common shares, which represent approximately 9.43% of the Company’s total issued and outstanding shares, were validly tendered to and accepted by the Bidder (‘Tendered Shares’). The Tendered Shares were crossed through the PSE on November 21, 2024, upon approval by the PSE of a special block sale of the Tendered Shares, with settlement occurring on November 22, 2024. The Tendered Shares were purchased by the Bidder at the Tender Offer Price of PHP 2.22, for a total consideration of PHP 427,955,951.22. Following the Tender Offer and the execution and settlement of the special block sale in respect of the Tendered Shares, the Bidder now beneficially owns 2,033,037,060 common shares (including the five common shares registered in the names of its nominee directors, which the Bidder beneficially owns). Thus, the Bidder’s shareholding has increased from 89.98% to approximately 99.41% of the total issued and outstanding capital stock of the Company as a result of the Tender Offer. Accordingly, the Bidder’s resulting shareholding has exceeded the threshold required to complete the voluntary delisting. The proposed date of delisting is December 12, 2024.공시 • Nov 22SFA Semicon Moves Closer to Delisting, Trading of Shares SuspendedThe Philippine Stock Exchange (PSE) has suspended trading of shares of SFA Semicon Philippines Corporation (SSP) as it moves closer to voluntary delisting after the completion of a tender offer by its parent company, SFA Semicon Co. Ltd. (SFA Korea), which resulted in ownership of 99.41% of SSP. During the tender offer, SFA Korea acquired 192.77 million SSP shares at PHP 2.22 per share, totaling PHP 428 million. This represents 9.43% of the company's shares and was executed through the PSE on November 21, 2024. This triggered the PSE's trading suspension of SSP shares due to non-compliance with the minimum public ownership requirement of at least 10%. The PSE stated, “Pursuant to the Amended Rule on Minimum Public Ownership of the Exchange, listed companies which become non-compliant with the minimum public ownership ‘shall be suspended from trading for a period of not more than six months and shall be automatically delisted if it remains non-compliant with the MPO after the lapse of the suspension period.’” SSP had previously disclosed SFA Korea's plan for voluntary delisting, initiating the tender offer to allow public shareholders an exit opportunity. With the completion of the tender offer, SSP has fulfilled the PSE's requirement for voluntary delisting: "[t]he person proposing the delisting must show to the Exchange that following the acquisition of the tendered shares, said person(s) have obtained a total of at least 95% of the issued and outstanding shares of the Listed Company". Shareholders approved the voluntary delisting plan in a special stockholders' meeting on Oct. 11, 2024, with no votes cast against it. SSP's Board of Directors, including its two independent directors, had also approved the application for voluntary delisting in a special meeting on August 21, 2024. Following the stockholders' meeting, SFA Korea notified SSP of its filing of a Tender Offer report with the Securities and Exchange Commission. Subsequently, SSP filed a petition for voluntary delisting with the PSE.공시 • Nov 08SFA Semicon Philippines Corporation Announces Board ChangesThe Board of Directors of SFA Semicon Philippines Corporation approved the nomination and election of Mr. Namyul Cho as director and Audit Committee Member, effective on November 8, 2024, in replacement of Mr. Jongmyoung Son who resigned from these posts effective on November 8, 2024. Mr. Cho will occupy these posts for the remainder of the unexpired term of Mr. Son and until Mr. Cho's successor shall have been duly elected and qualified. Mr. Namyul Cho is currently the Process Engineering Team Head of the Corporation, appointed on October 24, 2024. Before that, he was the Process Engineering Deputy Team Head of the Corporation for one (1) year. Previous to this, he was the Part Head of Process Engineering Team of the Corporation's parent company, SFA Semicon Co. Ltd., for three (3) years. In 2006, he graduated in Hanbat National University in South Korea, with a degree in Electronics Engineering.공시 • Aug 23SFA Semicon Co., Ltd. (KOSDAQ:A036540) signed a letter of intent to acquire remaining 10.02% stake in SFA Semicon Philippines Corporation (PSE:SSP) for Approximately PHP 450 million.SFA Semicon Co., Ltd. (KOSDAQ:A036540) signed a letter of intent to acquire remaining 10.02% stake in SFA Semicon Philippines Corporation (PSE:SSP) for Approximately PHP 450 million in a tender offer transaction on August 21, 2024. A cash consideration valued at PHP 2.22 per share will be paid by SFA Semicon Co., Ltd. Upon completion, SFA Semicon Co., Ltd. will own 100% stake in SFA Semicon Philippines Corporation. The transaction is already approved by SFA Semicon Philippines Corporation's board of director's and approval of offer by target shareholders.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: US$0 (vs US$0.001 in 2Q 2023)Second quarter 2024 results: EPS: US$0 (down from US$0.001 in 2Q 2023). Revenue: US$47.8m (down 26% from 2Q 2023). Net loss: US$588.1k (down 125% from profit in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Aug 06Now 37% overvaluedOver the last 90 days, the stock has fallen 3.5% to ₱1.65. The fair value is estimated to be ₱1.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.New Risk • May 16New major risk - Revenue and earnings growthEarnings have declined by 11% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₱3.48b market cap, or US$60.5m).Reported Earnings • Mar 13Full year 2023 earnings released: US$0.003 loss per share (vs US$0.006 profit in FY 2022)Full year 2023 results: US$0.003 loss per share (down from US$0.006 profit in FY 2022). Revenue: US$217.2m (down 38% from FY 2022). Net loss: US$5.26m (down 141% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₱2.09, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 32x in the Semiconductor industry in Asia. Total returns to shareholders of 80% over the past three years.Buy Or Sell Opportunity • Mar 06Now 20% undervaluedOver the last 90 days, the stock has risen 13% to ₱2.30. The fair value is estimated to be ₱2.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% over the last 3 years. Earnings per share has grown by 2.8%.공시 • Feb 12SFA Semicon Philippines Corporation, Annual General Meeting, Apr 26, 2024SFA Semicon Philippines Corporation, Annual General Meeting, Apr 26, 2024, at 10:00 Singapore Standard Time. Agenda: To approve presentation of Management's 2023 Annual Report and of the Audited Financial Statements as of the Year Ended December 31, 2023; to approve presentation of the Minutes of the Previous Annual Meeting of the Stockholders (held on April 28, 2023); to ratify the Corporate Acts of the Board of Directors and Management since the 2023 Annual Stockholders' Meeting; to approve election of Directors; to approve appointment of External Auditors; and to consider other matters.Reported Earnings • Nov 15Third quarter 2023 earnings released: US$0.002 loss per share (vs US$0.001 profit in 3Q 2022)Third quarter 2023 results: US$0.002 loss per share (down from US$0.001 profit in 3Q 2022). Revenue: US$50.3m (down 42% from 3Q 2022). Net loss: US$3.48m (down 220% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: US$0.001 (vs US$0.001 in 2Q 2022)Second quarter 2023 results: EPS: US$0.001 (in line with 2Q 2022). Revenue: US$64.8m (down 29% from 2Q 2022). Net income: US$2.34m (up 10% from 2Q 2022). Profit margin: 3.6% (up from 2.3% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 9% per year.Recent Insider Transactions • Jun 10IR Officer recently sold ₱254k worth of stockOn the 7th of June, Caroline Sicat sold around 145k shares on-market at roughly ₱1.75 per share. This transaction amounted to 97% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.공시 • May 04+ 1 more updateSFA Semicon Philippines Corporation Announces Board ChangesSFA Semicon Philippines Corporation announced Election of (a) Atty. Hazel P. Cruz as Independent Director and Risk Management Committee Chairman and Remuneration Committee Member, and (b) Atty. Efren Vincent M. Dizon as Nomination Committee Member. Ms. Mary Delia G. Tomacruz, who was an independent director of SFA Semicon Philippines Corporation ("SSP"), has already served the maximum cumulative term of nine (9) years for independent directors as mandated by current regulations. To fill-up the positions in SSP that Ms. Tomacruz vacated due to the expiry of her term, and upon the recommendation of the Nomination Committee, (a) the stockholders, at their annual meeting held on April 28, 2023, elected Atty. Hazel P. Cruz as Independent Director at the annual stockholders meeting, and (b) the Board of Directors, at its organizational board meeting held on April 28, 2023, elected Atty. Cruz as Risk Management Committee Chairman and Remuneration Committee Member. In the same organizational meeting, the Board, upon the recommendation of the Nomination Committee, also elected Atty. Efren Vincent M. Dizon as Nomination Committee Member to fill-up the said vacated post of Ms. Tomacruz due to the expiry of her term. Both Atty. Dizon and Atty. Cruz shall serve as such effective on April 28, 2023 and until their respective successors shall have been duly elected and qualified. Mary Delia G. Tomacruz resigned as Independent Director, Risk Management Committee Chairman, Remuneration Committee Member, and Nomination Committee Member effective April 28, 2023. Due to Expiry of term; reached the maximum cumulative term of 9 years as independent director. Atty. Hazel P. Cruz is a certified public accountant and is currently a private law practitioner and a partner of the Hipolito Tuazon Cruz and Chipeco Law Offices. She is also the Corporate Secretary of different companies. She obtained her Degree in Accountancy as well as in Financial Management at Holy Angel University and completed her Law Degree at Angeles University Foundation. Atty. Efren Vincent M. Dizon is a certified public accountant and is currently a private law practitioner, an entrepreneur, and counsel to different companies. He is also an author of several accounting and law books. He obtained his Degrees in Accountancy and Law at San Beda University.Reported Earnings • Mar 14Full year 2022 earnings releasedFull year 2022 results: Revenue: US$350.5m (up 1.0% from FY 2021). Net income: US$12.8m (flat on FY 2021). Profit margin: 3.7% (in line with FY 2021).공시 • Feb 20+ 2 more updatesSFA Semicon Philippines Corporation, Annual General Meeting, Apr 28, 2023SFA Semicon Philippines Corporation, Annual General Meeting, Apr 28, 2023, at 10:00 Singapore Standard Time. Agenda: To consider Call to Order; to consider Certification of Notice and Quorum; to discuss Presentation of Management's Annual Report for 2022 and of the Audited Financial statements as of the Year Ended December 31, 2022; to discuss Presentation of the Minutes of the Previous Annual Meeting of the Stockholders; to discuss Ratification of the Corporate Acts of the Board of Directors and Management since the 2022; to discuss Election of Directors; to discuss Appointment of External Auditors; and to discuss Other Matters as may properly come before the Meeting.Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: US$0.001 (vs US$0.002 in 3Q 2021)Third quarter 2022 results: EPS: US$0.001 (down from US$0.002 in 3Q 2021). Revenue: US$86.9m (flat on 3Q 2021). Net income: US$2.90m (down 26% from 3Q 2021). Profit margin: 3.3% (down from 4.5% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Efren Vincent Dizon 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.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₱1.30, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 16x in the Semiconductor industry in Asia. Total returns to shareholders of 35% over the past three years.Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: US$0.001 (vs US$0.002 in 2Q 2021)Second quarter 2022 results: EPS: US$0.001 (down from US$0.002 in 2Q 2021). Revenue: US$90.8m (up 5.4% from 2Q 2021). Net income: US$2.13m (down 41% from 2Q 2021). Profit margin: 2.3% (down from 4.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₱1.32, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 16x in the Semiconductor industry in Asia. Total returns to shareholders of 23% over the past three years.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 30% share price gain to ₱1.20, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 17x in the Semiconductor industry in Asia. Total returns to shareholders of 9.7% over the past three years.공시 • Jun 30SFA Semicon Philippines Corporation (PSE:SSP) announces an Equity Buyback for PHP 130 million worth of its shares.SFA Semicon Philippines Corporation (PSE:SSP) announces a share repurchase program. Under the program, the company will repurchase up to PHP 130 million worth of its shares. The purpose of the plan is to enhance shareholder's value. The repurchases will be funded out of unrestricted retained earnings using cash generated from revenues. Purchased shares will be held as treasury shares. As of June 29, 2022, the company had 2,165,024,111 in issue and 0 shares in treasury.공시 • May 18SFA Semicon Philippines Corporation Announces Board ChangesSFA Semicon Philippines Corporation Board of Directors elected Mr. Dong Hwan Im as Director, President, Chairman of the Board, and Chairman and member of the Nomination Committee, in replacement of Mr. Joon Sang Kang, as recommended by the Nomination Committee, to serve as such effective immediately and for the remainder of the unexpired term of Mr. Kang and until Mr. Im's successor shall have been duly elected and qualified.Reported Earnings • May 17First quarter 2022 earnings released: EPS: US$0.002 (vs US$0.002 in 1Q 2021)First quarter 2022 results: EPS: US$0.002 (vs US$0.002 in 1Q 2021). Revenue: US$89.9m (up 14% from 1Q 2021). Net income: US$3.19m (down 20% from 1Q 2021). Profit margin: 3.5% (down from 5.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Efren Vincent Dizon 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 • Mar 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$0.006 (up from US$0.003 in FY 2020). Revenue: US$347.0m (up 7.5% from FY 2020). Net income: US$12.7m (up 130% from FY 2020). Profit margin: 3.7% (up from 1.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.공시 • Feb 22SFA Semicon Philippines Corporation, Annual General Meeting, Apr 22, 2022SFA Semicon Philippines Corporation, Annual General Meeting, Apr 22, 2022, at 10:00 Singapore Standard Time. Agenda: To consider presentation of Management's 2021 Annual Report and of the Audited Financial Statements of the year ended December 31, 2021; to consider presentation of the Minutes of the previous Annual Meeting of the Stockholders; to consider election of Directors; to consider appointment of External Auditors; and to consider any other matter thereof.공시 • Feb 21+ 1 more updateSFA Semicon Philippines Corporation Approves the Declaration of Cash Dividend, Payable on April 8, 2022The Board of Directors SFA Semicon Philippines Corporation approved the declaration of cash dividend in the amount of USD 2,547,049 (or a dividend per share of USD 0.00118, out of the Corporation's unrestricted retained earnings based on the Corporation's financial statements as of December 31, 2021, in favor of all of the Corporation's stockholders of record as of the record date of March 18, 2022, in proportion to, and on the basis of, the outstanding shares of stock of the Corporation respectively held by them. The cash dividends shall be paid on April 8, 2022.Reported Earnings • Nov 21Third quarter 2021 earnings released: EPS US$0.002 (vs US$0.001 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$87.1m (up 10.0% from 3Q 2020). Net income: US$3.92m (up 139% from 3Q 2020). Profit margin: 4.5% (up from 2.1% 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 28% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS US$0.002 (vs US$0.002 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$86.1m (down 8.3% from 2Q 2020). Net income: US$3.62m (down 28% from 2Q 2020). Profit margin: 4.2% (down from 5.3% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Reported Earnings • May 18First quarter 2021 earnings released: EPS US$0.002 (vs US$0.001 in 1Q 2020)The company reported a solid first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: US$79.1m (flat on 1Q 2020). Net income: US$4.00m (up 121% from 1Q 2020). Profit margin: 5.1% (up from 2.3% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Mar 10New 90-day low: ₱1.38The company is down 15% from its price of ₱1.62 on 10 December 2020. The Filipino market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 6.0% over the same period.Reported Earnings • Feb 24Full year 2020 earnings released: EPS US$0.003 (vs US$0.003 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: US$322.7m (flat on FY 2019). Net income: US$5.54m (down 17% from FY 2019). Profit margin: 1.7% (down from 2.1% in FY 2019). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.공시 • Feb 08SFA Semicon Philippines Corporation, Annual General Meeting, Apr 16, 2021SFA Semicon Philippines Corporation, Annual General Meeting, Apr 16, 2021, at 10:00 Singapore Standard Time. Agenda: To consider the presentation of Management's Annual Report and of the Audited Financial Statements as of the Year Ended December 31, 2020; to consider the presentation of the Minutes of the Previous Annual Meeting of the Stockholders; to consider the ratification of the Corporate Acts of the Board of Directors and Management since the 2020 Annual Stockholders' Meeting; to consider the election of Directors; to consider the amendments to the Corporation's By-Laws; to consider the appointment of External Auditors; and to consider the other Matters as may properly come before the Meeting.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 21% share price gain to US$1.68, the stock is trading at a trailing P/E ratio of 6.2x, up from the previous P/E ratio of 5.1x. This compares to an average P/E of 32x in the Semiconductor industry in Asia. Total returns to shareholders over the past three years are 3.7%.Is New 90 Day High Low • Jan 21New 90-day low: ₱1.39The company is down 2.0% from its price of ₱1.42 on 23 October 2020. The Filipino market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 37% over the same period.Is New 90 Day High Low • Dec 19New 90-day high: ₱1.70The company is up 17% from its price of ₱1.45 on 18 September 2020. The Filipino market is up 23% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Semiconductor industry, which is also up 17% over the same period.Reported Earnings • Dec 11Third quarter 2020 earnings released: EPS US$0.001The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$79.2m (down 10% from 3Q 2019). Net income: US$1.64m (down 36% from 3Q 2019). Profit margin: 2.1% (down from 2.9% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.공시 • Dec 11+ 1 more updateSFA Semicon Philippines Corporation Announces Board ChangesUpon nomination duly made and seconded, and in accordance with the recommendation of the Nomination Committee, the Board of Directors of SFA Semicon Philippines Corporation unanimously elected Mr. Jaejin Lee as Director and Member of the Nomination Committee in replacement of Mr. Hyunggoo Oh, to serve as such effective on November 11, 2020 for the remainder of the unexpired term of Mr. Oh and until Mr. Lee's successor shall have been duly elected and qualified.Is New 90 Day High Low • Oct 29New 90-day high: ₱1.55The company is up 17% from its price of ₱1.33 on 30 July 2020. The Filipino market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is down 2.0% over the same period.매출 및 비용 세부 내역SFA Semicon Philippines가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이PSE:SSP 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비30 Sep 24196-103030 Jun 24204-122031 Mar 24220-92031 Dec 23217-52030 Sep 2325342030 Jun 23289112031 Mar 23315103031 Dec 22350133030 Sep 2236293030 Jun 22363103031 Mar 22358123031 Dec 21347133030 Sep 2132393030 Jun 2131562031 Mar 2132382031 Dec 2032362030 Sep 20342122030 Jun 20351132031 Mar 2034192031 Dec 1932272030 Sep 1930782030 Jun 1927152031 Mar 1923842031 Dec 1822952030 Sep 1821002030 Jun 1821022031 Mar 1820912031 Dec 1720822030 Sep 1720712030 Jun 1719832031 Mar 1718132031 Dec 1617262030 Sep 1615973030 Jun 1616673031 Mar 16192123031 Dec 15210133030 Sep 15232164030 Jun 15243184031 Mar 15242194031 Dec 14234174030 Sep 14227193030 Jun 14223193031 Mar 14213163031 Dec 132101430양질의 수익: SSP 은(는) 현재 수익성이 없습니다.이익 마진 증가: SSP는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: SSP은 수익성이 없으며 지난 5년 동안 손실이 연평균 33.7% 증가했습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 SSP의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: SSP은 수익성이 없어 지난 해 수익 성장률을 Semiconductor 업계(6%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: SSP는 현재 수익성이 없으므로 자본 수익률이 음수(-7.46%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSemiconductors 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/12/12 18:26종가2024/11/21 00:00수익2024/09/30연간 수익2023/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스SFA Semicon Philippines Corporation는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: US$0 (vs US$0.001 in 2Q 2023)Second quarter 2024 results: EPS: US$0 (down from US$0.001 in 2Q 2023). Revenue: US$47.8m (down 26% from 2Q 2023). Net loss: US$588.1k (down 125% from profit in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 13Full year 2023 earnings released: US$0.003 loss per share (vs US$0.006 profit in FY 2022)Full year 2023 results: US$0.003 loss per share (down from US$0.006 profit in FY 2022). Revenue: US$217.2m (down 38% from FY 2022). Net loss: US$5.26m (down 141% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 15Third quarter 2023 earnings released: US$0.002 loss per share (vs US$0.001 profit in 3Q 2022)Third quarter 2023 results: US$0.002 loss per share (down from US$0.001 profit in 3Q 2022). Revenue: US$50.3m (down 42% from 3Q 2022). Net loss: US$3.48m (down 220% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: US$0.001 (vs US$0.001 in 2Q 2022)Second quarter 2023 results: EPS: US$0.001 (in line with 2Q 2022). Revenue: US$64.8m (down 29% from 2Q 2022). Net income: US$2.34m (up 10% from 2Q 2022). Profit margin: 3.6% (up from 2.3% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 9% per year.
Reported Earnings • Mar 14Full year 2022 earnings releasedFull year 2022 results: Revenue: US$350.5m (up 1.0% from FY 2021). Net income: US$12.8m (flat on FY 2021). Profit margin: 3.7% (in line with FY 2021).
Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: US$0.001 (vs US$0.002 in 3Q 2021)Third quarter 2022 results: EPS: US$0.001 (down from US$0.002 in 3Q 2021). Revenue: US$86.9m (flat on 3Q 2021). Net income: US$2.90m (down 26% from 3Q 2021). Profit margin: 3.3% (down from 4.5% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.
공시 • Dec 12SFA Semicon Philippines Corporation(PSE:SSP) dropped from PSE All Share IndexSFA Semicon Philippines Corporation has been dropped from the PSE All Share Index.
공시 • Nov 26SFA Semicon Philippines Plans to Delist on December 12, 2024In relation to the Petition for Voluntary Delisting (the ‘Petition’) of SFA Semicon Philippines Corporation (the ‘Company’) submitted on October 11, 2024, and in addition to the various public disclosures already made by the Company through The Philippine Stock Exchange Inc. (‘PSE’) EDGE portal, this disclosure is to formally provide, in connection with the Petition, a notice of the successful completion of the tender offer (the ‘Tender Offer’) conducted by SFA Semicon Co. Ltd. (the ‘Bidder’), in support of the Company’s application for voluntary delisting. The Tender Offer commenced at 9:30 a.m. on October 14, 2024, and ended at 3:00 p.m. on November 12, 2024 (the ‘Tender Offer Period’). During the Tender Offer Period, a total of 192,772,951 common shares, which represent approximately 9.43% of the Company’s total issued and outstanding shares, were validly tendered to and accepted by the Bidder (‘Tendered Shares’). The Tendered Shares were crossed through the PSE on November 21, 2024, upon approval by the PSE of a special block sale of the Tendered Shares, with settlement occurring on November 22, 2024. The Tendered Shares were purchased by the Bidder at the Tender Offer Price of PHP 2.22, for a total consideration of PHP 427,955,951.22. Following the Tender Offer and the execution and settlement of the special block sale in respect of the Tendered Shares, the Bidder now beneficially owns 2,033,037,060 common shares (including the five common shares registered in the names of its nominee directors, which the Bidder beneficially owns). Thus, the Bidder’s shareholding has increased from 89.98% to approximately 99.41% of the total issued and outstanding capital stock of the Company as a result of the Tender Offer. Accordingly, the Bidder’s resulting shareholding has exceeded the threshold required to complete the voluntary delisting. The proposed date of delisting is December 12, 2024.
공시 • Nov 22SFA Semicon Moves Closer to Delisting, Trading of Shares SuspendedThe Philippine Stock Exchange (PSE) has suspended trading of shares of SFA Semicon Philippines Corporation (SSP) as it moves closer to voluntary delisting after the completion of a tender offer by its parent company, SFA Semicon Co. Ltd. (SFA Korea), which resulted in ownership of 99.41% of SSP. During the tender offer, SFA Korea acquired 192.77 million SSP shares at PHP 2.22 per share, totaling PHP 428 million. This represents 9.43% of the company's shares and was executed through the PSE on November 21, 2024. This triggered the PSE's trading suspension of SSP shares due to non-compliance with the minimum public ownership requirement of at least 10%. The PSE stated, “Pursuant to the Amended Rule on Minimum Public Ownership of the Exchange, listed companies which become non-compliant with the minimum public ownership ‘shall be suspended from trading for a period of not more than six months and shall be automatically delisted if it remains non-compliant with the MPO after the lapse of the suspension period.’” SSP had previously disclosed SFA Korea's plan for voluntary delisting, initiating the tender offer to allow public shareholders an exit opportunity. With the completion of the tender offer, SSP has fulfilled the PSE's requirement for voluntary delisting: "[t]he person proposing the delisting must show to the Exchange that following the acquisition of the tendered shares, said person(s) have obtained a total of at least 95% of the issued and outstanding shares of the Listed Company". Shareholders approved the voluntary delisting plan in a special stockholders' meeting on Oct. 11, 2024, with no votes cast against it. SSP's Board of Directors, including its two independent directors, had also approved the application for voluntary delisting in a special meeting on August 21, 2024. Following the stockholders' meeting, SFA Korea notified SSP of its filing of a Tender Offer report with the Securities and Exchange Commission. Subsequently, SSP filed a petition for voluntary delisting with the PSE.
공시 • Nov 08SFA Semicon Philippines Corporation Announces Board ChangesThe Board of Directors of SFA Semicon Philippines Corporation approved the nomination and election of Mr. Namyul Cho as director and Audit Committee Member, effective on November 8, 2024, in replacement of Mr. Jongmyoung Son who resigned from these posts effective on November 8, 2024. Mr. Cho will occupy these posts for the remainder of the unexpired term of Mr. Son and until Mr. Cho's successor shall have been duly elected and qualified. Mr. Namyul Cho is currently the Process Engineering Team Head of the Corporation, appointed on October 24, 2024. Before that, he was the Process Engineering Deputy Team Head of the Corporation for one (1) year. Previous to this, he was the Part Head of Process Engineering Team of the Corporation's parent company, SFA Semicon Co. Ltd., for three (3) years. In 2006, he graduated in Hanbat National University in South Korea, with a degree in Electronics Engineering.
공시 • Aug 23SFA Semicon Co., Ltd. (KOSDAQ:A036540) signed a letter of intent to acquire remaining 10.02% stake in SFA Semicon Philippines Corporation (PSE:SSP) for Approximately PHP 450 million.SFA Semicon Co., Ltd. (KOSDAQ:A036540) signed a letter of intent to acquire remaining 10.02% stake in SFA Semicon Philippines Corporation (PSE:SSP) for Approximately PHP 450 million in a tender offer transaction on August 21, 2024. A cash consideration valued at PHP 2.22 per share will be paid by SFA Semicon Co., Ltd. Upon completion, SFA Semicon Co., Ltd. will own 100% stake in SFA Semicon Philippines Corporation. The transaction is already approved by SFA Semicon Philippines Corporation's board of director's and approval of offer by target shareholders.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: US$0 (vs US$0.001 in 2Q 2023)Second quarter 2024 results: EPS: US$0 (down from US$0.001 in 2Q 2023). Revenue: US$47.8m (down 26% from 2Q 2023). Net loss: US$588.1k (down 125% from profit in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Aug 06Now 37% overvaluedOver the last 90 days, the stock has fallen 3.5% to ₱1.65. The fair value is estimated to be ₱1.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.
New Risk • May 16New major risk - Revenue and earnings growthEarnings have declined by 11% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₱3.48b market cap, or US$60.5m).
Reported Earnings • Mar 13Full year 2023 earnings released: US$0.003 loss per share (vs US$0.006 profit in FY 2022)Full year 2023 results: US$0.003 loss per share (down from US$0.006 profit in FY 2022). Revenue: US$217.2m (down 38% from FY 2022). Net loss: US$5.26m (down 141% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₱2.09, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 32x in the Semiconductor industry in Asia. Total returns to shareholders of 80% over the past three years.
Buy Or Sell Opportunity • Mar 06Now 20% undervaluedOver the last 90 days, the stock has risen 13% to ₱2.30. The fair value is estimated to be ₱2.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% over the last 3 years. Earnings per share has grown by 2.8%.
공시 • Feb 12SFA Semicon Philippines Corporation, Annual General Meeting, Apr 26, 2024SFA Semicon Philippines Corporation, Annual General Meeting, Apr 26, 2024, at 10:00 Singapore Standard Time. Agenda: To approve presentation of Management's 2023 Annual Report and of the Audited Financial Statements as of the Year Ended December 31, 2023; to approve presentation of the Minutes of the Previous Annual Meeting of the Stockholders (held on April 28, 2023); to ratify the Corporate Acts of the Board of Directors and Management since the 2023 Annual Stockholders' Meeting; to approve election of Directors; to approve appointment of External Auditors; and to consider other matters.
Reported Earnings • Nov 15Third quarter 2023 earnings released: US$0.002 loss per share (vs US$0.001 profit in 3Q 2022)Third quarter 2023 results: US$0.002 loss per share (down from US$0.001 profit in 3Q 2022). Revenue: US$50.3m (down 42% from 3Q 2022). Net loss: US$3.48m (down 220% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: US$0.001 (vs US$0.001 in 2Q 2022)Second quarter 2023 results: EPS: US$0.001 (in line with 2Q 2022). Revenue: US$64.8m (down 29% from 2Q 2022). Net income: US$2.34m (up 10% from 2Q 2022). Profit margin: 3.6% (up from 2.3% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 9% per year.
Recent Insider Transactions • Jun 10IR Officer recently sold ₱254k worth of stockOn the 7th of June, Caroline Sicat sold around 145k shares on-market at roughly ₱1.75 per share. This transaction amounted to 97% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
공시 • May 04+ 1 more updateSFA Semicon Philippines Corporation Announces Board ChangesSFA Semicon Philippines Corporation announced Election of (a) Atty. Hazel P. Cruz as Independent Director and Risk Management Committee Chairman and Remuneration Committee Member, and (b) Atty. Efren Vincent M. Dizon as Nomination Committee Member. Ms. Mary Delia G. Tomacruz, who was an independent director of SFA Semicon Philippines Corporation ("SSP"), has already served the maximum cumulative term of nine (9) years for independent directors as mandated by current regulations. To fill-up the positions in SSP that Ms. Tomacruz vacated due to the expiry of her term, and upon the recommendation of the Nomination Committee, (a) the stockholders, at their annual meeting held on April 28, 2023, elected Atty. Hazel P. Cruz as Independent Director at the annual stockholders meeting, and (b) the Board of Directors, at its organizational board meeting held on April 28, 2023, elected Atty. Cruz as Risk Management Committee Chairman and Remuneration Committee Member. In the same organizational meeting, the Board, upon the recommendation of the Nomination Committee, also elected Atty. Efren Vincent M. Dizon as Nomination Committee Member to fill-up the said vacated post of Ms. Tomacruz due to the expiry of her term. Both Atty. Dizon and Atty. Cruz shall serve as such effective on April 28, 2023 and until their respective successors shall have been duly elected and qualified. Mary Delia G. Tomacruz resigned as Independent Director, Risk Management Committee Chairman, Remuneration Committee Member, and Nomination Committee Member effective April 28, 2023. Due to Expiry of term; reached the maximum cumulative term of 9 years as independent director. Atty. Hazel P. Cruz is a certified public accountant and is currently a private law practitioner and a partner of the Hipolito Tuazon Cruz and Chipeco Law Offices. She is also the Corporate Secretary of different companies. She obtained her Degree in Accountancy as well as in Financial Management at Holy Angel University and completed her Law Degree at Angeles University Foundation. Atty. Efren Vincent M. Dizon is a certified public accountant and is currently a private law practitioner, an entrepreneur, and counsel to different companies. He is also an author of several accounting and law books. He obtained his Degrees in Accountancy and Law at San Beda University.
Reported Earnings • Mar 14Full year 2022 earnings releasedFull year 2022 results: Revenue: US$350.5m (up 1.0% from FY 2021). Net income: US$12.8m (flat on FY 2021). Profit margin: 3.7% (in line with FY 2021).
공시 • Feb 20+ 2 more updatesSFA Semicon Philippines Corporation, Annual General Meeting, Apr 28, 2023SFA Semicon Philippines Corporation, Annual General Meeting, Apr 28, 2023, at 10:00 Singapore Standard Time. Agenda: To consider Call to Order; to consider Certification of Notice and Quorum; to discuss Presentation of Management's Annual Report for 2022 and of the Audited Financial statements as of the Year Ended December 31, 2022; to discuss Presentation of the Minutes of the Previous Annual Meeting of the Stockholders; to discuss Ratification of the Corporate Acts of the Board of Directors and Management since the 2022; to discuss Election of Directors; to discuss Appointment of External Auditors; and to discuss Other Matters as may properly come before the Meeting.
Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: US$0.001 (vs US$0.002 in 3Q 2021)Third quarter 2022 results: EPS: US$0.001 (down from US$0.002 in 3Q 2021). Revenue: US$86.9m (flat on 3Q 2021). Net income: US$2.90m (down 26% from 3Q 2021). Profit margin: 3.3% (down from 4.5% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Efren Vincent Dizon 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.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₱1.30, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 16x in the Semiconductor industry in Asia. Total returns to shareholders of 35% over the past three years.
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: US$0.001 (vs US$0.002 in 2Q 2021)Second quarter 2022 results: EPS: US$0.001 (down from US$0.002 in 2Q 2021). Revenue: US$90.8m (up 5.4% from 2Q 2021). Net income: US$2.13m (down 41% from 2Q 2021). Profit margin: 2.3% (down from 4.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₱1.32, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 16x in the Semiconductor industry in Asia. Total returns to shareholders of 23% over the past three years.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 30% share price gain to ₱1.20, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 17x in the Semiconductor industry in Asia. Total returns to shareholders of 9.7% over the past three years.
공시 • Jun 30SFA Semicon Philippines Corporation (PSE:SSP) announces an Equity Buyback for PHP 130 million worth of its shares.SFA Semicon Philippines Corporation (PSE:SSP) announces a share repurchase program. Under the program, the company will repurchase up to PHP 130 million worth of its shares. The purpose of the plan is to enhance shareholder's value. The repurchases will be funded out of unrestricted retained earnings using cash generated from revenues. Purchased shares will be held as treasury shares. As of June 29, 2022, the company had 2,165,024,111 in issue and 0 shares in treasury.
공시 • May 18SFA Semicon Philippines Corporation Announces Board ChangesSFA Semicon Philippines Corporation Board of Directors elected Mr. Dong Hwan Im as Director, President, Chairman of the Board, and Chairman and member of the Nomination Committee, in replacement of Mr. Joon Sang Kang, as recommended by the Nomination Committee, to serve as such effective immediately and for the remainder of the unexpired term of Mr. Kang and until Mr. Im's successor shall have been duly elected and qualified.
Reported Earnings • May 17First quarter 2022 earnings released: EPS: US$0.002 (vs US$0.002 in 1Q 2021)First quarter 2022 results: EPS: US$0.002 (vs US$0.002 in 1Q 2021). Revenue: US$89.9m (up 14% from 1Q 2021). Net income: US$3.19m (down 20% from 1Q 2021). Profit margin: 3.5% (down from 5.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Efren Vincent Dizon 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 • Mar 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$0.006 (up from US$0.003 in FY 2020). Revenue: US$347.0m (up 7.5% from FY 2020). Net income: US$12.7m (up 130% from FY 2020). Profit margin: 3.7% (up from 1.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
공시 • Feb 22SFA Semicon Philippines Corporation, Annual General Meeting, Apr 22, 2022SFA Semicon Philippines Corporation, Annual General Meeting, Apr 22, 2022, at 10:00 Singapore Standard Time. Agenda: To consider presentation of Management's 2021 Annual Report and of the Audited Financial Statements of the year ended December 31, 2021; to consider presentation of the Minutes of the previous Annual Meeting of the Stockholders; to consider election of Directors; to consider appointment of External Auditors; and to consider any other matter thereof.
공시 • Feb 21+ 1 more updateSFA Semicon Philippines Corporation Approves the Declaration of Cash Dividend, Payable on April 8, 2022The Board of Directors SFA Semicon Philippines Corporation approved the declaration of cash dividend in the amount of USD 2,547,049 (or a dividend per share of USD 0.00118, out of the Corporation's unrestricted retained earnings based on the Corporation's financial statements as of December 31, 2021, in favor of all of the Corporation's stockholders of record as of the record date of March 18, 2022, in proportion to, and on the basis of, the outstanding shares of stock of the Corporation respectively held by them. The cash dividends shall be paid on April 8, 2022.
Reported Earnings • Nov 21Third quarter 2021 earnings released: EPS US$0.002 (vs US$0.001 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$87.1m (up 10.0% from 3Q 2020). Net income: US$3.92m (up 139% from 3Q 2020). Profit margin: 4.5% (up from 2.1% 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 28% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS US$0.002 (vs US$0.002 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$86.1m (down 8.3% from 2Q 2020). Net income: US$3.62m (down 28% from 2Q 2020). Profit margin: 4.2% (down from 5.3% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Reported Earnings • May 18First quarter 2021 earnings released: EPS US$0.002 (vs US$0.001 in 1Q 2020)The company reported a solid first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: US$79.1m (flat on 1Q 2020). Net income: US$4.00m (up 121% from 1Q 2020). Profit margin: 5.1% (up from 2.3% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Mar 10New 90-day low: ₱1.38The company is down 15% from its price of ₱1.62 on 10 December 2020. The Filipino market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 6.0% over the same period.
Reported Earnings • Feb 24Full year 2020 earnings released: EPS US$0.003 (vs US$0.003 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: US$322.7m (flat on FY 2019). Net income: US$5.54m (down 17% from FY 2019). Profit margin: 1.7% (down from 2.1% in FY 2019). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
공시 • Feb 08SFA Semicon Philippines Corporation, Annual General Meeting, Apr 16, 2021SFA Semicon Philippines Corporation, Annual General Meeting, Apr 16, 2021, at 10:00 Singapore Standard Time. Agenda: To consider the presentation of Management's Annual Report and of the Audited Financial Statements as of the Year Ended December 31, 2020; to consider the presentation of the Minutes of the Previous Annual Meeting of the Stockholders; to consider the ratification of the Corporate Acts of the Board of Directors and Management since the 2020 Annual Stockholders' Meeting; to consider the election of Directors; to consider the amendments to the Corporation's By-Laws; to consider the appointment of External Auditors; and to consider the other Matters as may properly come before the Meeting.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 21% share price gain to US$1.68, the stock is trading at a trailing P/E ratio of 6.2x, up from the previous P/E ratio of 5.1x. This compares to an average P/E of 32x in the Semiconductor industry in Asia. Total returns to shareholders over the past three years are 3.7%.
Is New 90 Day High Low • Jan 21New 90-day low: ₱1.39The company is down 2.0% from its price of ₱1.42 on 23 October 2020. The Filipino market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 37% over the same period.
Is New 90 Day High Low • Dec 19New 90-day high: ₱1.70The company is up 17% from its price of ₱1.45 on 18 September 2020. The Filipino market is up 23% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Semiconductor industry, which is also up 17% over the same period.
Reported Earnings • Dec 11Third quarter 2020 earnings released: EPS US$0.001The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$79.2m (down 10% from 3Q 2019). Net income: US$1.64m (down 36% from 3Q 2019). Profit margin: 2.1% (down from 2.9% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
공시 • Dec 11+ 1 more updateSFA Semicon Philippines Corporation Announces Board ChangesUpon nomination duly made and seconded, and in accordance with the recommendation of the Nomination Committee, the Board of Directors of SFA Semicon Philippines Corporation unanimously elected Mr. Jaejin Lee as Director and Member of the Nomination Committee in replacement of Mr. Hyunggoo Oh, to serve as such effective on November 11, 2020 for the remainder of the unexpired term of Mr. Oh and until Mr. Lee's successor shall have been duly elected and qualified.
Is New 90 Day High Low • Oct 29New 90-day high: ₱1.55The company is up 17% from its price of ₱1.33 on 30 July 2020. The Filipino market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is down 2.0% over the same period.