View ValuationAMPACS 향후 성장Future 기준 점검 3/6AMPACS은 연간 수입과 매출이 각각 69%와 17.3% 증가할 것으로 예상되고 EPS는 연간 68.5%만큼 증가할 것으로 예상됩니다.핵심 정보69.0%이익 성장률68.46%EPS 성장률Consumer Durables 이익 성장17.7%매출 성장률17.3%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트29 Apr 2026최근 향후 성장 업데이트분석 기사 • Mar 28Results: AMPACS Corporation Delivered A Surprise Loss And Now Analysts Have New ForecastsShareholders of AMPACS Corporation ( TWSE:6743 ) will be pleased this week, given that the stock price is up 11% to...Price Target Changed • Aug 15Price target decreased by 41% to NT$50.00Down from NT$85.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of NT$49.25. Stock is up 19% over the past year. The company is forecast to post earnings per share of NT$1.04 for next year compared to NT$0.50 last year.Price Target Changed • Nov 16Price target decreased to NT$45.00Down from NT$80.00, the current price target is provided by 1 analyst. New target price is 45% above last closing price of NT$31.00. Stock is down 57% over the past year. The company is forecast to post earnings per share of NT$5.66 next year compared to a net loss per share of NT$0.33 last year.Price Target Changed • Apr 27Price target decreased to NT$80.00Down from NT$126, the current price target is an average from 2 analysts. New target price is 68% above last closing price of NT$47.70. Stock is down 58% over the past year. The company is forecast to post earnings per share of NT$5.84 next year compared to a net loss per share of NT$0.33 last year.Major Estimate Revision • Jun 04Consensus EPS estimates fall to NT$7.28The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from NT$9.87b to NT$9.01b. EPS estimate also fell from NT$12.13 to NT$7.28. Net income forecast to grow 94% next year vs 20% growth forecast for Consumer Durables industry in Taiwan. Consensus price target down from NT$168 to NT$155. Share price fell 3.6% to NT$121 over the past week.모든 업데이트 보기Recent updatesReported Earnings • May 20First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: NT$0.19 loss per share (improved from NT$0.30 loss in 1Q 2025). Revenue: NT$1.08b (down 6.7% from 1Q 2025). Net loss: NT$27.7m (loss narrowed 37% from 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Apr 27Now 26% overvaluedThe stock has been flat over the last 90 days, currently trading at NT$27.80. The fair value is estimated to be NT$22.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 56%.Declared Dividend • Apr 25Dividend of NT$3.00 announcedShareholders will receive a dividend of NT$3.00. Ex-date: 4th August 2026 Payment date: 31st August 2026 Dividend yield will be 12%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 6x earnings) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 28% per year over the past 6 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 599% to bring the payout ratio under control. However, EPS has declined by 28% over the last 5 years so the company would need to reverse this trend.공시 • Apr 24AMPACS Corporation announces Annual dividend, payable on August 31, 2026AMPACS Corporation announced Annual dividend of TWD 0.3000 per share payable on August 31, 2026, ex-date on August 04, 2026 and record date on August 05, 2026.Reported Earnings • Mar 27Full year 2025 earnings released: EPS: NT$0.71 (vs NT$2.10 in FY 2024)Full year 2025 results: EPS: NT$0.71 (down from NT$2.10 in FY 2024). Revenue: NT$5.54b (down 20% from FY 2024). Net income: NT$104.9m (down 66% from FY 2024). Profit margin: 1.9% (down from 4.5% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.공시 • Mar 13AMPACS Corporation, Annual General Meeting, Jun 24, 2026AMPACS Corporation, Annual General Meeting, Jun 24, 2026. Location: 3 floor building. a no,166, ching mao 2nd rd., nangang district, taipei city TaiwanNew Risk • Feb 02New major risk - Revenue and earnings growthEarnings have declined by 23% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 6x earnings per share. Cash payout ratio: 119% Earnings have declined by 23% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin).New Risk • Nov 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.6% Last year net profit margin: 5.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 6x earnings per share. Cash payout ratio: 119% Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin).Reported Earnings • Aug 15Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: NT$0.10 loss per share (down from NT$0.72 profit in 2Q 2024). Revenue: NT$1.24b (down 31% from 2Q 2024). Net loss: NT$15.2m (down 114% from profit in 2Q 2024). Revenue missed analyst estimates by 8.3%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jul 28Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 04 August 2025. Payment date: 29 August 2025. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (4.6%).New Risk • Jul 03New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 126% Dividend yield: 4.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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 Interest payments are not well covered by earnings (2.7x net interest cover). Earnings have declined by 21% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (126% cash payout ratio).Declared Dividend • May 16Dividend increased to NT$1.50Dividend of NT$1.50 is 200% higher than last year. Ex-date: 4th August 2025 Payment date: 29th August 2025 Dividend yield will be 4.8%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 5 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • May 15AMPACS Corporation announces Annual dividend, payable on August 29, 2025AMPACS Corporation announced Annual dividend of TWD 0.3000 per share payable on August 29, 2025, ex-date on August 04, 2025 and record date on August 05, 2025.공시 • May 07AMPACS Corporation to Report Q1, 2025 Results on May 14, 2025AMPACS Corporation announced that they will report Q1, 2025 results on May 14, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$31.05, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 14x in the Consumer Durables industry in Taiwan. Total loss to shareholders of 43% over the past three years.Reported Earnings • Apr 01Full year 2024 earnings released: EPS: NT$2.10 (vs NT$0.046 loss in FY 2023)Full year 2024 results: EPS: NT$2.10 (up from NT$0.046 loss in FY 2023). Revenue: NT$6.88b (up 78% from FY 2023). Net income: NT$309.7m (up NT$316.5m from FY 2023). Profit margin: 4.5% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.분석 기사 • Mar 31AMPACS Corporation (TWSE:6743) Looks Inexpensive But Perhaps Not Attractive EnoughAMPACS Corporation's ( TWSE:6743 ) price-to-sales (or "P/S") ratio of 0.9x may look like a pretty appealing investment...공시 • Mar 14AMPACS Corporation, Annual General Meeting, Jun 25, 2025AMPACS Corporation, Annual General Meeting, Jun 25, 2025, at 09:00 Taipei Standard Time. Location: 3 floor building. a no,166, ching mao 2nd rd., nangang district, taipei city TaiwanNew Risk • Mar 06New major risk - Revenue and earnings growthEarnings have declined by 33% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (3.0x net interest cover). Earnings have declined by 33% per year over the past 5 years.공시 • Mar 05AMPACS Corporation to Report Fiscal Year 2024 Results on Mar 12, 2025AMPACS Corporation announced that they will report fiscal year 2024 results on Mar 12, 2025분석 기사 • Feb 11Returns On Capital Are Showing Encouraging Signs At AMPACS (TWSE:6743)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Nov 17Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: NT$1.79 (up from NT$0.013 in 3Q 2023). Revenue: NT$2.45b (up 140% from 3Q 2023). Net income: NT$263.9m (up NT$261.9m from 3Q 2023). Profit margin: 11% (up from 0.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 25%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Consumer Durables industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.공시 • Nov 05AMPACS Corporation to Report Q3, 2024 Results on Nov 12, 2024AMPACS Corporation announced that they will report Q3, 2024 results on Nov 12, 2024공시 • Sep 13AMPACS Corporation's Subsidiary Ampacs International Co., Ltd. Announces Change of General ManagerAMPACS Corporation's Subsidiary Ampacs International Co. Ltd. announced change of General Manager. Name of the previous position holder: Huang Wei Wen. Resume of the previous position holder: GM of Ampacs International Co. Ltd. Name of the new position holder: Ho Yung Tang. Resume of the new position holder: VP of Dongguan Yixin Electronics Co. Effective date of the new appointment: September 12, 2024.분석 기사 • Sep 05AMPACS Corporation (TWSE:6743) Soars 30% But It's A Story Of Risk Vs RewardAMPACS Corporation ( TWSE:6743 ) shareholders would be excited to see that the share price has had a great month...Reported Earnings • Aug 16Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: NT$0.72 (up from NT$0.033 in 2Q 2023). Revenue: NT$1.81b (up 74% from 2Q 2023). Net income: NT$106.6m (up NT$101.8m from 2Q 2023). Profit margin: 5.9% (up from 0.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 36% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.New Risk • Aug 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.1x net interest cover). Minor Risk Share price has been volatile over the past 3 months (7.4% average weekly change).공시 • Aug 06AMPACS Corporation to Report Q2, 2024 Results on Aug 13, 2024AMPACS Corporation announced that they will report Q2, 2024 results on Aug 13, 2024Upcoming Dividend • Jul 29Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 05 August 2024. Payment date: 30 August 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Taiwanese dividend payers (4.3%). Lower than average of industry peers (3.3%).분석 기사 • Jul 19AMPACS (TWSE:6743) Has Affirmed Its Dividend Of NT$0.50The board of AMPACS Corporation ( TWSE:6743 ) has announced that it will pay a dividend of NT$0.50 per share on the...분석 기사 • Jun 17AMPACS (TWSE:6743) Is Paying Out A Dividend Of NT$0.50AMPACS Corporation's ( TWSE:6743 ) investors are due to receive a payment of NT$0.50 per share on 30th of August. This...분석 기사 • May 27AMPACS (TWSE:6743) Is Due To Pay A Dividend Of NT$0.50AMPACS Corporation ( TWSE:6743 ) has announced that it will pay a dividend of NT$0.50 per share on the 30th of August...Reported Earnings • May 19First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: NT$0.26 loss per share (further deteriorated from NT$0.15 loss in 1Q 2023). Revenue: NT$1.14b (up 31% from 1Q 2023). Net loss: NT$38.3m (loss widened 72% from 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 86%. Revenue is forecast to grow 41% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 105 percentage points per year, which is a significant difference in performance.공시 • May 08AMPACS Corporation to Report Q1, 2024 Results on May 14, 2024AMPACS Corporation announced that they will report Q1, 2024 results on May 14, 2024Declared Dividend • May 05Dividend of NT$0.50 announcedDividend of NT$0.50 is the same as last year. Ex-date: 5th August 2024 Payment date: 30th August 2024 Dividend yield will be 0.8%, which is lower than the industry average of 4.1%.분석 기사 • Apr 15AMPACS Corporation (TWSE:6743) Soars 25% But It's A Story Of Risk Vs RewardAMPACS Corporation ( TWSE:6743 ) shareholders would be excited to see that the share price has had a great month...분석 기사 • Mar 28Results: AMPACS Corporation Delivered A Surprise Loss And Now Analysts Have New ForecastsShareholders of AMPACS Corporation ( TWSE:6743 ) will be pleased this week, given that the stock price is up 11% to...Reported Earnings • Mar 27Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: NT$0.05 loss per share (down from NT$0.50 profit in FY 2022). Revenue: NT$3.86b (down 24% from FY 2022). Net loss: NT$6.82m (down 109% from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.분석 기사 • Mar 26Returns On Capital At AMPACS (TWSE:6743) Paint A Concerning PictureTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...공시 • Mar 15AMPACS Corporation, Annual General Meeting, Jun 21, 2024AMPACS Corporation, Annual General Meeting, Jun 21, 2024. Location: 3F, Building A,No. 166, Jingmao 2nd Rd., Nangang Dist Taipei City Taiwan Agenda: To consider 2023 Business Report; to consider the Audit Committee's Review Report on the Company's Financial Statement of 2023; to consider and ratify the business report and financial statements of 2023. 7.Cause for convening the meeting; and to transact such other business matters.Reported Earnings • Aug 17Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: NT$0.03 (down from NT$0.072 in 2Q 2022). Revenue: NT$1.04b (down 26% from 2Q 2022). Net income: NT$4.82m (down 54% from 2Q 2022). Profit margin: 0.5% (down from 0.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 62% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.Price Target Changed • Aug 15Price target decreased by 41% to NT$50.00Down from NT$85.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of NT$49.25. Stock is up 19% over the past year. The company is forecast to post earnings per share of NT$1.04 for next year compared to NT$0.50 last year.Upcoming Dividend • Jul 27Upcoming dividend of NT$0.50 per share at 0.9% yieldEligible shareholders must have bought the stock before 03 August 2023. Payment date: 30 August 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.9%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.1%).New Risk • Jun 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Share price has been highly volatile over the past 3 months (7.8% average weekly change). Earnings have declined by 31% per year over the past 5 years.Reported Earnings • Mar 30Full year 2022 earnings released: EPS: NT$0.50 (vs NT$0.33 loss in FY 2021)Full year 2022 results: EPS: NT$0.50 (up from NT$0.33 loss in FY 2021). Revenue: NT$5.05b (down 11% from FY 2021). Net income: NT$73.3m (up NT$122.6m from FY 2021). Profit margin: 1.5% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.Price Target Changed • Nov 16Price target decreased to NT$45.00Down from NT$80.00, the current price target is provided by 1 analyst. New target price is 45% above last closing price of NT$31.00. Stock is down 57% over the past year. The company is forecast to post earnings per share of NT$5.66 next year compared to a net loss per share of NT$0.33 last year.Reported Earnings • Aug 14Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: NT$0.07 (down from NT$0.27 in 2Q 2021). Revenue: NT$1.40b (down 12% from 2Q 2021). Net income: NT$10.6m (down 74% from 2Q 2021). Profit margin: 0.8% (down from 2.5% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.7%. Earnings per share (EPS) also missed analyst estimates by 86%. Over the next year, revenue is forecast to grow 55%, compared to a 13% growth forecast for the industry in Taiwan.Upcoming Dividend • Jul 27Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 03 August 2022. Payment date: 30 August 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Taiwanese dividend payers (6.7%). Lower than average of industry peers (4.9%).Reported Earnings • May 14First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: NT$0.23 (up from NT$0.11 in 1Q 2021). Revenue: NT$1.51b (up 30% from 1Q 2021). Net income: NT$34.4m (up 101% from 1Q 2021). Profit margin: 2.3% (up from 1.5% in 1Q 2021). Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 75%. Over the next year, revenue is forecast to grow 76%, compared to a 12% growth forecast for the industry in Taiwan.Price Target Changed • Apr 27Price target decreased to NT$80.00Down from NT$126, the current price target is an average from 2 analysts. New target price is 68% above last closing price of NT$47.70. Stock is down 58% over the past year. The company is forecast to post earnings per share of NT$5.84 next year compared to a net loss per share of NT$0.33 last year.Reported Earnings • Mar 31Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: NT$0.33 loss per share (down from NT$3.58 profit in FY 2020). Revenue: NT$5.68b (up 14% from FY 2020). Net loss: NT$49.2m (down 110% from profit in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 53%. Over the next year, revenue is forecast to grow 68%, compared to a 11% growth forecast for the industry in Taiwan.Reported Earnings • Nov 12Third quarter 2021 earnings released: NT$0.38 loss per share (vs NT$2.19 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: NT$1.29b (down 38% from 3Q 2020). Net loss: NT$56.7m (down 119% from profit in 3Q 2020).Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improved over the past weekAfter last week's 37% share price gain to NT$74.10, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Consumer Durables industry in Asia. Total returns to shareholders of 2.3% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$72.52 per share.Upcoming Dividend • Sep 08Upcoming dividend of NT$1.64 per shareEligible shareholders must have bought the stock before 15 September 2021. Payment date: 14 October 2021. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (4.0%).Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 24% share price gain to NT$89.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Consumer Durables industry in Asia. Total loss to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$78.35 per share.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to NT$87.60, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Consumer Durables industry in Asia. Total loss to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$81.78 per share.Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improved over the past weekAfter last week's 23% share price gain to NT$138, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Consumer Durables industry in Asia. Total returns to shareholders of 83% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$83.28 per share.Major Estimate Revision • Jun 04Consensus EPS estimates fall to NT$7.28The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from NT$9.87b to NT$9.01b. EPS estimate also fell from NT$12.13 to NT$7.28. Net income forecast to grow 94% next year vs 20% growth forecast for Consumer Durables industry in Taiwan. Consensus price target down from NT$168 to NT$155. Share price fell 3.6% to NT$121 over the past week.Valuation Update With 7 Day Price Move • May 27Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$125, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Consumer Durables industry in Asia. Total returns to shareholders of 88% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$167 per share.Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$0.14 (vs NT$0.35 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: NT$1.16b (up 73% from 1Q 2020). Net income: NT$17.1m (down 55% from 1Q 2020). Profit margin: 1.5% (down from 5.7% in 1Q 2020). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$109, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Consumer Durables industry in Asia. Total returns to shareholders of 127% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$166 per share.Valuation Update With 7 Day Price Move • Apr 25Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$139, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Consumer Durables industry in Asia. Total returns to shareholders of 305% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$145 per share.Reported Earnings • Apr 01Full year 2020 earnings released: EPS NT$4.40 (vs NT$0.99 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$5.00b (up 115% from FY 2019). Net income: NT$488.6m (up 365% from FY 2019). Profit margin: 9.8% (up from 4.5% in FY 2019). The increase in margin was driven by higher revenue.분석 기사 • Apr 01Estimating The Intrinsic Value Of AMPACS Corporation (TPE:6743)Does the April share price for AMPACS Corporation ( TPE:6743 ) reflect what it's really worth? Today, we will estimate...분석 기사 • Mar 04Is AMPACS Corporation's (TPE:6743) ROE Of 25% Impressive?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$160, the stock is trading at a trailing P/E ratio of 41.4x, up from the previous P/E ratio of 35.6x. This compares to an average P/E of 17x in the Consumer Durables industry in Taiwan. Total returns to shareholders over the past year are 353%.Is New 90 Day High Low • Feb 22New 90-day high: NT$157The company is up 21% from its price of NT$130 on 24 November 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 9.0% over the same period.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$140, the stock is trading at a trailing P/E ratio of 36.2x, up from the previous P/E ratio of 30.4x. This compares to an average P/E of 16x in the Consumer Durables industry in Taiwan. Total returns to shareholders over the past year are 283%.분석 기사 • Jan 26Is AMPACS' (TPE:6743) 213% Share Price Increase Well Justified?AMPACS Corporation ( TPE:6743 ) shareholders might be concerned after seeing the share price drop 19% in the last...분석 기사 • Dec 30AMPACS's (TPE:6743) 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. That said, the...Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 25% share price gain to NT$150, the stock is trading at a trailing P/E ratio of 38.7x, up from the previous P/E ratio of 31.1x. This compares to an average P/E of 16x in the Consumer Durables industry in Taiwan. Total returns to shareholders over the past year are 350%.Is New 90 Day High Low • Dec 09New 90-day high: NT$141The company is up 32% from its price of NT$107 on 11 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 6.0% over the same period.분석 기사 • Dec 02Here's What AMPACS' (GTSM:6743) Strong Returns On Capital MeansIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Is New 90 Day High Low • Nov 18New 90-day high: NT$135The company is up 28% from its price of NT$105 on 20 August 2020. The Taiwanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 2.0% over the same period.Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of NT$425.1m, up 177% from the prior year. Total revenue was NT$4.06b over the last 12 months, up 51% from the prior year.Is New 90 Day High Low • Oct 06New 90-day high: NT$117The company is up 44% from its price of NT$80.98 on 08 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 2.0% over the same period.이익 및 매출 성장 예측TWSE:6743 - 애널리스트 향후 추정치 및 과거 재무 데이터 (TWD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20277,509586N/A1,023112/31/20266,862423N/A92213/31/20265,46212162428N/A12/31/20255,540105-253125N/A9/30/20255,62035186509N/A6/30/20256,332182678928N/A3/31/20256,899304176562N/A12/31/20246,88131048392N/A9/30/20246,326341-488-146N/A6/30/20244,90179-625-259N/A3/31/20244,131-23-10976N/A12/31/20233,861-7-16133N/A9/30/20233,861-25103392N/A6/30/20234,05411422706N/A3/31/20234,41717381724N/A12/31/20225,052737721,136N/A9/30/20225,75733137351N/A6/30/20225,836-62-480-152N/A3/31/20226,031-32-1,981-506N/A12/31/20215,679-49-2,779-871N/A9/30/20215,631117-2,605-489N/A6/30/20216,416470-2,705-402N/A3/31/20215,871546-1,673-264N/A12/31/20204,998489-1,302-256N/A9/30/20204,063425-1,316-105N/A6/30/20202,881273-1,133-62N/A3/31/20202,221110-74080N/A12/31/20192,327105N/A49N/A9/30/20192,821200N/A173N/A6/30/20193,071203N/A484N/A3/31/20193,376262N/A581N/A12/31/20183,681320N/A679N/A12/31/20172,767220N/A157N/A12/31/20162,661262N/A630N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 6743 의 연간 예상 수익 증가율(69%)이 saving rate(1.3%)보다 높습니다.수익 vs 시장: 6743 의 연간 수익(69%)이 TW 시장(26.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 6743 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 6743 의 수익(연간 17.3%)이 TW 시장(연간 18.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 6743 의 수익(연간 17.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 6743의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-durables 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 12:16종가2026/05/21 00:00수익2026/03/31연간 수익2025/12/31데이터 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 소스AMPACS Corporation는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yiho LiuCapital Securities CorporationPo Yin ChenYuanta Research
분석 기사 • Mar 28Results: AMPACS Corporation Delivered A Surprise Loss And Now Analysts Have New ForecastsShareholders of AMPACS Corporation ( TWSE:6743 ) will be pleased this week, given that the stock price is up 11% to...
Price Target Changed • Aug 15Price target decreased by 41% to NT$50.00Down from NT$85.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of NT$49.25. Stock is up 19% over the past year. The company is forecast to post earnings per share of NT$1.04 for next year compared to NT$0.50 last year.
Price Target Changed • Nov 16Price target decreased to NT$45.00Down from NT$80.00, the current price target is provided by 1 analyst. New target price is 45% above last closing price of NT$31.00. Stock is down 57% over the past year. The company is forecast to post earnings per share of NT$5.66 next year compared to a net loss per share of NT$0.33 last year.
Price Target Changed • Apr 27Price target decreased to NT$80.00Down from NT$126, the current price target is an average from 2 analysts. New target price is 68% above last closing price of NT$47.70. Stock is down 58% over the past year. The company is forecast to post earnings per share of NT$5.84 next year compared to a net loss per share of NT$0.33 last year.
Major Estimate Revision • Jun 04Consensus EPS estimates fall to NT$7.28The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from NT$9.87b to NT$9.01b. EPS estimate also fell from NT$12.13 to NT$7.28. Net income forecast to grow 94% next year vs 20% growth forecast for Consumer Durables industry in Taiwan. Consensus price target down from NT$168 to NT$155. Share price fell 3.6% to NT$121 over the past week.
Reported Earnings • May 20First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: NT$0.19 loss per share (improved from NT$0.30 loss in 1Q 2025). Revenue: NT$1.08b (down 6.7% from 1Q 2025). Net loss: NT$27.7m (loss narrowed 37% from 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Apr 27Now 26% overvaluedThe stock has been flat over the last 90 days, currently trading at NT$27.80. The fair value is estimated to be NT$22.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 56%.
Declared Dividend • Apr 25Dividend of NT$3.00 announcedShareholders will receive a dividend of NT$3.00. Ex-date: 4th August 2026 Payment date: 31st August 2026 Dividend yield will be 12%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 6x earnings) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 28% per year over the past 6 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 599% to bring the payout ratio under control. However, EPS has declined by 28% over the last 5 years so the company would need to reverse this trend.
공시 • Apr 24AMPACS Corporation announces Annual dividend, payable on August 31, 2026AMPACS Corporation announced Annual dividend of TWD 0.3000 per share payable on August 31, 2026, ex-date on August 04, 2026 and record date on August 05, 2026.
Reported Earnings • Mar 27Full year 2025 earnings released: EPS: NT$0.71 (vs NT$2.10 in FY 2024)Full year 2025 results: EPS: NT$0.71 (down from NT$2.10 in FY 2024). Revenue: NT$5.54b (down 20% from FY 2024). Net income: NT$104.9m (down 66% from FY 2024). Profit margin: 1.9% (down from 4.5% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
공시 • Mar 13AMPACS Corporation, Annual General Meeting, Jun 24, 2026AMPACS Corporation, Annual General Meeting, Jun 24, 2026. Location: 3 floor building. a no,166, ching mao 2nd rd., nangang district, taipei city Taiwan
New Risk • Feb 02New major risk - Revenue and earnings growthEarnings have declined by 23% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 6x earnings per share. Cash payout ratio: 119% Earnings have declined by 23% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin).
New Risk • Nov 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.6% Last year net profit margin: 5.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 6x earnings per share. Cash payout ratio: 119% Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin).
Reported Earnings • Aug 15Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: NT$0.10 loss per share (down from NT$0.72 profit in 2Q 2024). Revenue: NT$1.24b (down 31% from 2Q 2024). Net loss: NT$15.2m (down 114% from profit in 2Q 2024). Revenue missed analyst estimates by 8.3%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jul 28Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 04 August 2025. Payment date: 29 August 2025. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (4.6%).
New Risk • Jul 03New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 126% Dividend yield: 4.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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 Interest payments are not well covered by earnings (2.7x net interest cover). Earnings have declined by 21% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (126% cash payout ratio).
Declared Dividend • May 16Dividend increased to NT$1.50Dividend of NT$1.50 is 200% higher than last year. Ex-date: 4th August 2025 Payment date: 29th August 2025 Dividend yield will be 4.8%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 5 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • May 15AMPACS Corporation announces Annual dividend, payable on August 29, 2025AMPACS Corporation announced Annual dividend of TWD 0.3000 per share payable on August 29, 2025, ex-date on August 04, 2025 and record date on August 05, 2025.
공시 • May 07AMPACS Corporation to Report Q1, 2025 Results on May 14, 2025AMPACS Corporation announced that they will report Q1, 2025 results on May 14, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$31.05, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 14x in the Consumer Durables industry in Taiwan. Total loss to shareholders of 43% over the past three years.
Reported Earnings • Apr 01Full year 2024 earnings released: EPS: NT$2.10 (vs NT$0.046 loss in FY 2023)Full year 2024 results: EPS: NT$2.10 (up from NT$0.046 loss in FY 2023). Revenue: NT$6.88b (up 78% from FY 2023). Net income: NT$309.7m (up NT$316.5m from FY 2023). Profit margin: 4.5% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
분석 기사 • Mar 31AMPACS Corporation (TWSE:6743) Looks Inexpensive But Perhaps Not Attractive EnoughAMPACS Corporation's ( TWSE:6743 ) price-to-sales (or "P/S") ratio of 0.9x may look like a pretty appealing investment...
공시 • Mar 14AMPACS Corporation, Annual General Meeting, Jun 25, 2025AMPACS Corporation, Annual General Meeting, Jun 25, 2025, at 09:00 Taipei Standard Time. Location: 3 floor building. a no,166, ching mao 2nd rd., nangang district, taipei city Taiwan
New Risk • Mar 06New major risk - Revenue and earnings growthEarnings have declined by 33% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (3.0x net interest cover). Earnings have declined by 33% per year over the past 5 years.
공시 • Mar 05AMPACS Corporation to Report Fiscal Year 2024 Results on Mar 12, 2025AMPACS Corporation announced that they will report fiscal year 2024 results on Mar 12, 2025
분석 기사 • Feb 11Returns On Capital Are Showing Encouraging Signs At AMPACS (TWSE:6743)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Nov 17Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: NT$1.79 (up from NT$0.013 in 3Q 2023). Revenue: NT$2.45b (up 140% from 3Q 2023). Net income: NT$263.9m (up NT$261.9m from 3Q 2023). Profit margin: 11% (up from 0.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 25%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Consumer Durables industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
공시 • Nov 05AMPACS Corporation to Report Q3, 2024 Results on Nov 12, 2024AMPACS Corporation announced that they will report Q3, 2024 results on Nov 12, 2024
공시 • Sep 13AMPACS Corporation's Subsidiary Ampacs International Co., Ltd. Announces Change of General ManagerAMPACS Corporation's Subsidiary Ampacs International Co. Ltd. announced change of General Manager. Name of the previous position holder: Huang Wei Wen. Resume of the previous position holder: GM of Ampacs International Co. Ltd. Name of the new position holder: Ho Yung Tang. Resume of the new position holder: VP of Dongguan Yixin Electronics Co. Effective date of the new appointment: September 12, 2024.
분석 기사 • Sep 05AMPACS Corporation (TWSE:6743) Soars 30% But It's A Story Of Risk Vs RewardAMPACS Corporation ( TWSE:6743 ) shareholders would be excited to see that the share price has had a great month...
Reported Earnings • Aug 16Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: NT$0.72 (up from NT$0.033 in 2Q 2023). Revenue: NT$1.81b (up 74% from 2Q 2023). Net income: NT$106.6m (up NT$101.8m from 2Q 2023). Profit margin: 5.9% (up from 0.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 36% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
New Risk • Aug 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.1x net interest cover). Minor Risk Share price has been volatile over the past 3 months (7.4% average weekly change).
공시 • Aug 06AMPACS Corporation to Report Q2, 2024 Results on Aug 13, 2024AMPACS Corporation announced that they will report Q2, 2024 results on Aug 13, 2024
Upcoming Dividend • Jul 29Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 05 August 2024. Payment date: 30 August 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Taiwanese dividend payers (4.3%). Lower than average of industry peers (3.3%).
분석 기사 • Jul 19AMPACS (TWSE:6743) Has Affirmed Its Dividend Of NT$0.50The board of AMPACS Corporation ( TWSE:6743 ) has announced that it will pay a dividend of NT$0.50 per share on the...
분석 기사 • Jun 17AMPACS (TWSE:6743) Is Paying Out A Dividend Of NT$0.50AMPACS Corporation's ( TWSE:6743 ) investors are due to receive a payment of NT$0.50 per share on 30th of August. This...
분석 기사 • May 27AMPACS (TWSE:6743) Is Due To Pay A Dividend Of NT$0.50AMPACS Corporation ( TWSE:6743 ) has announced that it will pay a dividend of NT$0.50 per share on the 30th of August...
Reported Earnings • May 19First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: NT$0.26 loss per share (further deteriorated from NT$0.15 loss in 1Q 2023). Revenue: NT$1.14b (up 31% from 1Q 2023). Net loss: NT$38.3m (loss widened 72% from 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 86%. Revenue is forecast to grow 41% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 105 percentage points per year, which is a significant difference in performance.
공시 • May 08AMPACS Corporation to Report Q1, 2024 Results on May 14, 2024AMPACS Corporation announced that they will report Q1, 2024 results on May 14, 2024
Declared Dividend • May 05Dividend of NT$0.50 announcedDividend of NT$0.50 is the same as last year. Ex-date: 5th August 2024 Payment date: 30th August 2024 Dividend yield will be 0.8%, which is lower than the industry average of 4.1%.
분석 기사 • Apr 15AMPACS Corporation (TWSE:6743) Soars 25% But It's A Story Of Risk Vs RewardAMPACS Corporation ( TWSE:6743 ) shareholders would be excited to see that the share price has had a great month...
분석 기사 • Mar 28Results: AMPACS Corporation Delivered A Surprise Loss And Now Analysts Have New ForecastsShareholders of AMPACS Corporation ( TWSE:6743 ) will be pleased this week, given that the stock price is up 11% to...
Reported Earnings • Mar 27Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: NT$0.05 loss per share (down from NT$0.50 profit in FY 2022). Revenue: NT$3.86b (down 24% from FY 2022). Net loss: NT$6.82m (down 109% from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
분석 기사 • Mar 26Returns On Capital At AMPACS (TWSE:6743) Paint A Concerning PictureTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
공시 • Mar 15AMPACS Corporation, Annual General Meeting, Jun 21, 2024AMPACS Corporation, Annual General Meeting, Jun 21, 2024. Location: 3F, Building A,No. 166, Jingmao 2nd Rd., Nangang Dist Taipei City Taiwan Agenda: To consider 2023 Business Report; to consider the Audit Committee's Review Report on the Company's Financial Statement of 2023; to consider and ratify the business report and financial statements of 2023. 7.Cause for convening the meeting; and to transact such other business matters.
Reported Earnings • Aug 17Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: NT$0.03 (down from NT$0.072 in 2Q 2022). Revenue: NT$1.04b (down 26% from 2Q 2022). Net income: NT$4.82m (down 54% from 2Q 2022). Profit margin: 0.5% (down from 0.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 62% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
Price Target Changed • Aug 15Price target decreased by 41% to NT$50.00Down from NT$85.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of NT$49.25. Stock is up 19% over the past year. The company is forecast to post earnings per share of NT$1.04 for next year compared to NT$0.50 last year.
Upcoming Dividend • Jul 27Upcoming dividend of NT$0.50 per share at 0.9% yieldEligible shareholders must have bought the stock before 03 August 2023. Payment date: 30 August 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.9%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.1%).
New Risk • Jun 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Share price has been highly volatile over the past 3 months (7.8% average weekly change). Earnings have declined by 31% per year over the past 5 years.
Reported Earnings • Mar 30Full year 2022 earnings released: EPS: NT$0.50 (vs NT$0.33 loss in FY 2021)Full year 2022 results: EPS: NT$0.50 (up from NT$0.33 loss in FY 2021). Revenue: NT$5.05b (down 11% from FY 2021). Net income: NT$73.3m (up NT$122.6m from FY 2021). Profit margin: 1.5% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.
Price Target Changed • Nov 16Price target decreased to NT$45.00Down from NT$80.00, the current price target is provided by 1 analyst. New target price is 45% above last closing price of NT$31.00. Stock is down 57% over the past year. The company is forecast to post earnings per share of NT$5.66 next year compared to a net loss per share of NT$0.33 last year.
Reported Earnings • Aug 14Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: NT$0.07 (down from NT$0.27 in 2Q 2021). Revenue: NT$1.40b (down 12% from 2Q 2021). Net income: NT$10.6m (down 74% from 2Q 2021). Profit margin: 0.8% (down from 2.5% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.7%. Earnings per share (EPS) also missed analyst estimates by 86%. Over the next year, revenue is forecast to grow 55%, compared to a 13% growth forecast for the industry in Taiwan.
Upcoming Dividend • Jul 27Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 03 August 2022. Payment date: 30 August 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Taiwanese dividend payers (6.7%). Lower than average of industry peers (4.9%).
Reported Earnings • May 14First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: NT$0.23 (up from NT$0.11 in 1Q 2021). Revenue: NT$1.51b (up 30% from 1Q 2021). Net income: NT$34.4m (up 101% from 1Q 2021). Profit margin: 2.3% (up from 1.5% in 1Q 2021). Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 75%. Over the next year, revenue is forecast to grow 76%, compared to a 12% growth forecast for the industry in Taiwan.
Price Target Changed • Apr 27Price target decreased to NT$80.00Down from NT$126, the current price target is an average from 2 analysts. New target price is 68% above last closing price of NT$47.70. Stock is down 58% over the past year. The company is forecast to post earnings per share of NT$5.84 next year compared to a net loss per share of NT$0.33 last year.
Reported Earnings • Mar 31Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: NT$0.33 loss per share (down from NT$3.58 profit in FY 2020). Revenue: NT$5.68b (up 14% from FY 2020). Net loss: NT$49.2m (down 110% from profit in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 53%. Over the next year, revenue is forecast to grow 68%, compared to a 11% growth forecast for the industry in Taiwan.
Reported Earnings • Nov 12Third quarter 2021 earnings released: NT$0.38 loss per share (vs NT$2.19 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: NT$1.29b (down 38% from 3Q 2020). Net loss: NT$56.7m (down 119% from profit in 3Q 2020).
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improved over the past weekAfter last week's 37% share price gain to NT$74.10, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Consumer Durables industry in Asia. Total returns to shareholders of 2.3% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$72.52 per share.
Upcoming Dividend • Sep 08Upcoming dividend of NT$1.64 per shareEligible shareholders must have bought the stock before 15 September 2021. Payment date: 14 October 2021. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (4.0%).
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 24% share price gain to NT$89.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Consumer Durables industry in Asia. Total loss to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$78.35 per share.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to NT$87.60, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Consumer Durables industry in Asia. Total loss to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$81.78 per share.
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improved over the past weekAfter last week's 23% share price gain to NT$138, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Consumer Durables industry in Asia. Total returns to shareholders of 83% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$83.28 per share.
Major Estimate Revision • Jun 04Consensus EPS estimates fall to NT$7.28The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from NT$9.87b to NT$9.01b. EPS estimate also fell from NT$12.13 to NT$7.28. Net income forecast to grow 94% next year vs 20% growth forecast for Consumer Durables industry in Taiwan. Consensus price target down from NT$168 to NT$155. Share price fell 3.6% to NT$121 over the past week.
Valuation Update With 7 Day Price Move • May 27Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$125, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Consumer Durables industry in Asia. Total returns to shareholders of 88% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$167 per share.
Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$0.14 (vs NT$0.35 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: NT$1.16b (up 73% from 1Q 2020). Net income: NT$17.1m (down 55% from 1Q 2020). Profit margin: 1.5% (down from 5.7% in 1Q 2020). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$109, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Consumer Durables industry in Asia. Total returns to shareholders of 127% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$166 per share.
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$139, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Consumer Durables industry in Asia. Total returns to shareholders of 305% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$145 per share.
Reported Earnings • Apr 01Full year 2020 earnings released: EPS NT$4.40 (vs NT$0.99 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$5.00b (up 115% from FY 2019). Net income: NT$488.6m (up 365% from FY 2019). Profit margin: 9.8% (up from 4.5% in FY 2019). The increase in margin was driven by higher revenue.
분석 기사 • Apr 01Estimating The Intrinsic Value Of AMPACS Corporation (TPE:6743)Does the April share price for AMPACS Corporation ( TPE:6743 ) reflect what it's really worth? Today, we will estimate...
분석 기사 • Mar 04Is AMPACS Corporation's (TPE:6743) ROE Of 25% Impressive?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$160, the stock is trading at a trailing P/E ratio of 41.4x, up from the previous P/E ratio of 35.6x. This compares to an average P/E of 17x in the Consumer Durables industry in Taiwan. Total returns to shareholders over the past year are 353%.
Is New 90 Day High Low • Feb 22New 90-day high: NT$157The company is up 21% from its price of NT$130 on 24 November 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 9.0% over the same period.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$140, the stock is trading at a trailing P/E ratio of 36.2x, up from the previous P/E ratio of 30.4x. This compares to an average P/E of 16x in the Consumer Durables industry in Taiwan. Total returns to shareholders over the past year are 283%.
분석 기사 • Jan 26Is AMPACS' (TPE:6743) 213% Share Price Increase Well Justified?AMPACS Corporation ( TPE:6743 ) shareholders might be concerned after seeing the share price drop 19% in the last...
분석 기사 • Dec 30AMPACS's (TPE:6743) 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. That said, the...
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 25% share price gain to NT$150, the stock is trading at a trailing P/E ratio of 38.7x, up from the previous P/E ratio of 31.1x. This compares to an average P/E of 16x in the Consumer Durables industry in Taiwan. Total returns to shareholders over the past year are 350%.
Is New 90 Day High Low • Dec 09New 90-day high: NT$141The company is up 32% from its price of NT$107 on 11 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 6.0% over the same period.
분석 기사 • Dec 02Here's What AMPACS' (GTSM:6743) Strong Returns On Capital MeansIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Is New 90 Day High Low • Nov 18New 90-day high: NT$135The company is up 28% from its price of NT$105 on 20 August 2020. The Taiwanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 2.0% over the same period.
Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of NT$425.1m, up 177% from the prior year. Total revenue was NT$4.06b over the last 12 months, up 51% from the prior year.
Is New 90 Day High Low • Oct 06New 90-day high: NT$117The company is up 44% from its price of NT$80.98 on 08 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 2.0% over the same period.