Acer Gaming (6908) 주식 개요는 대만에서 e-스포츠 커뮤니티 플랫폼을 운영하고 있습니다. 자세히 보기6908 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장1/6과거 실적5/6재무 건전성5/6배당2/6강점수익은 매년 10.95% 증가할 것으로 예상됩니다.지난 1년간 수익이 63.6% 증가했습니다.위험 분석3.26% 의 배당금은 잉여현금흐름으로 잘 충당되지 않습니다.의미 있는 시가총액이 없습니다(NT$1B)모든 위험 점검 보기6908 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$38.0012.3% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture09b2016201920222025202620282031Revenue NT$9.1bEarnings NT$100.9mAdvancedSet Fair ValueView all narrativesAcer Gaming Inc. 경쟁사Sunfar ComputerSymbol: TPEX:6154Market cap: NT$1.1bTsann Kuen EnterpriseLtdSymbol: TWSE:2430Market cap: NT$2.1bE-LifeSymbol: TWSE:6281Market cap: NT$5.0bSenao InternationalLtdSymbol: TWSE:2450Market cap: NT$7.6b가격 이력 및 성과Acer Gaming 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가NT$38.0052주 최고가NT$71.0052주 최저가NT$36.80베타0.521개월 변동-2.56%3개월 변동-35.15%1년 변동-27.62%3년 변동-63.98%5년 변동n/aIPO 이후 변동-70.77%최근 뉴스 및 업데이트Reported Earnings • May 06First quarter 2026 earnings released: EPS: NT$0.41 (vs NT$0.37 in 1Q 2025)First quarter 2026 results: EPS: NT$0.41 (up from NT$0.37 in 1Q 2025). Revenue: NT$1.15b (down 6.7% from 1Q 2025). Net income: NT$14.3m (up 12% from 1Q 2025). Profit margin: 1.2% (up from 1.0% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.Reported Earnings • Apr 05Full year 2025 earnings released: EPS: NT$1.44 (vs NT$1.36 in FY 2024)Full year 2025 results: EPS: NT$1.44 (up from NT$1.36 in FY 2024). Revenue: NT$5.52b (up 28% from FY 2024). Net income: NT$50.5m (up 6.3% from FY 2024). Profit margin: 0.9% (down from 1.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.공시 • Mar 26Acer Gaming Inc. has completed a Follow-on Equity Offering in the amount of TWD 87.2 million.Acer Gaming Inc. has completed a Follow-on Equity Offering in the amount of TWD 87.2 million. Security Name: Shares Security Type: Common Stock Securities Offered: 692,000 Price\Range: TWD 38.66 Security Name: Shares Security Type: Common Stock Securities Offered: 1,488,000 Price\Range: TWD 40.623172New Risk • Mar 25New 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 8.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (NT$1.68b market cap, or US$52.7m).Declared Dividend • Mar 11Dividend increased to NT$1.24Dividend of NT$1.24 is 3.3% higher than last year. Ex-date: 25th June 2026 Payment date: 23rd July 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 20% to shift the payout ratio to a potentially unsustainable range, which is more than the 11% EPS decline seen over the last 5 years.공시 • Mar 10+ 1 more updateAcer Gaming Inc., Annual General Meeting, May 25, 2026Acer Gaming Inc., Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 3 floor no,88, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city Taiwan더 많은 업데이트 보기Recent updatesReported Earnings • May 06First quarter 2026 earnings released: EPS: NT$0.41 (vs NT$0.37 in 1Q 2025)First quarter 2026 results: EPS: NT$0.41 (up from NT$0.37 in 1Q 2025). Revenue: NT$1.15b (down 6.7% from 1Q 2025). Net income: NT$14.3m (up 12% from 1Q 2025). Profit margin: 1.2% (up from 1.0% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.Reported Earnings • Apr 05Full year 2025 earnings released: EPS: NT$1.44 (vs NT$1.36 in FY 2024)Full year 2025 results: EPS: NT$1.44 (up from NT$1.36 in FY 2024). Revenue: NT$5.52b (up 28% from FY 2024). Net income: NT$50.5m (up 6.3% from FY 2024). Profit margin: 0.9% (down from 1.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.공시 • Mar 26Acer Gaming Inc. has completed a Follow-on Equity Offering in the amount of TWD 87.2 million.Acer Gaming Inc. has completed a Follow-on Equity Offering in the amount of TWD 87.2 million. Security Name: Shares Security Type: Common Stock Securities Offered: 692,000 Price\Range: TWD 38.66 Security Name: Shares Security Type: Common Stock Securities Offered: 1,488,000 Price\Range: TWD 40.623172New Risk • Mar 25New 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 8.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (NT$1.68b market cap, or US$52.7m).Declared Dividend • Mar 11Dividend increased to NT$1.24Dividend of NT$1.24 is 3.3% higher than last year. Ex-date: 25th June 2026 Payment date: 23rd July 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 20% to shift the payout ratio to a potentially unsustainable range, which is more than the 11% EPS decline seen over the last 5 years.공시 • Mar 10+ 1 more updateAcer Gaming Inc., Annual General Meeting, May 25, 2026Acer Gaming Inc., Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 3 floor no,88, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city TaiwanReported Earnings • Nov 19Third quarter 2025 earnings released: EPS: NT$0.32 (vs NT$0.32 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.32 (in line with 3Q 2024). Revenue: NT$1.25b (up 14% from 3Q 2024). Net income: NT$11.1m (down 1.3% from 3Q 2024). Profit margin: 0.9% (down from 1.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.New Risk • Oct 30New 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 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (NT$2.35b market cap, or US$76.3m).New Risk • Jul 11New 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 6.6% 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 High level of non-cash earnings (30% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.6% average weekly change). Market cap is less than US$100m (NT$2.01b market cap, or US$68.7m).Upcoming Dividend • Jun 26Upcoming dividend of NT$1.20 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 29 July 2025. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.7%).Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$59.90, the stock trades at a trailing P/E ratio of 44.1x. Average trailing P/E is 22x in the Specialty Retail industry in Taiwan. Total loss to shareholders of 17% over the past year.Reported Earnings • May 04Full year 2024 earnings released: EPS: NT$1.36 (vs NT$1.70 in FY 2023)Full year 2024 results: EPS: NT$1.36 (down from NT$1.70 in FY 2023). Revenue: NT$4.30b (down 8.9% from FY 2023). Net income: NT$47.5m (down 20% from FY 2023). Profit margin: 1.1% (down from 1.3% in FY 2023). The decrease in margin was driven by lower revenue.New Risk • Apr 07New 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 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (NT$1.99b market cap, or US$60.2m).Buy Or Sell Opportunity • Apr 07Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to NT$56.10. The fair value is estimated to be NT$76.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 36%.공시 • Mar 11Acer Gaming Inc., Annual General Meeting, Jun 04, 2025Acer Gaming Inc., Annual General Meeting, Jun 04, 2025. Location: 1 floor no,88, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city TaiwanNew Risk • Feb 28New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Dividend is not well covered by earnings (95% payout ratio). Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (NT$2.44b market cap, or US$74.1m).Buy Or Sell Opportunity • Nov 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.1% to NT$65.50. The fair value is estimated to be NT$82.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 36%.Buy Or Sell Opportunity • Oct 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to NT$65.00. The fair value is estimated to be NT$81.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 36%.Buy Or Sell Opportunity • Sep 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to NT$64.30. The fair value is estimated to be NT$81.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 36%.Buy Or Sell Opportunity • Sep 10Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to NT$63.30. The fair value is estimated to be NT$82.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 36%.New Risk • Jul 06New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Continuous dividend paying years: 1 Dividend yield: 1.6% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. 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: Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Market cap is less than US$100m (NT$2.56b market cap, or US$78.8m).Upcoming Dividend • Jun 27Upcoming dividend of NT$1.20 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 01 August 2024. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (3.4%).Reported Earnings • Apr 20Full year 2023 earnings released: EPS: NT$1.70 (vs NT$1.91 in FY 2022)Full year 2023 results: EPS: NT$1.70. Revenue: NT$4.72b (up 109% from FY 2022). Net income: NT$59.3m (up 49% from FY 2022). Profit margin: 1.3% (down from 1.8% in FY 2022). The decrease in margin was driven by higher expenses.공시 • Mar 17Acer Gaming Inc., Annual General Meeting, Jun 06, 2024Acer Gaming Inc., Annual General Meeting, Jun 06, 2024.New Risk • Feb 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Profit margins are more than 30% lower than last year (1.6% net profit margin). Market cap is less than US$100m (NT$2.95b market cap, or US$93.2m).Reported Earnings • Aug 16First half 2023 earnings released: EPS: NT$1.14 (vs NT$1.25 in 1H 2022)First half 2023 results: EPS: NT$1.14. Revenue: NT$2.51b (up 156% from 1H 2022). Net income: NT$40.1m (up 115% from 1H 2022). Profit margin: 1.6% (down from 1.9% in 1H 2022). The decrease in margin was driven by higher expenses.New Risk • Aug 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.00b (US$94.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (62% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Profit margins are more than 30% lower than last year (1.8% net profit margin). Market cap is less than US$100m (NT$3.00b market cap, or US$94.0m).Valuation Update With 7 Day Price Move • Aug 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$85.70, the stock trades at a trailing P/E ratio of 75.3x. Average trailing P/E is 19x in the Specialty Retail industry in Taiwan.Reported Earnings • Apr 26Full year 2022 earnings released: EPS: NT$1.91 (vs NT$9.69 in FY 2021)Full year 2022 results: EPS: NT$1.91. Revenue: NT$2.26b (up 77% from FY 2021). Net income: NT$39.8m (up 23% from FY 2021). Profit margin: 1.8% (down from 2.5% in FY 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$82.30, the stock trades at a trailing P/E ratio of 55x. Average trailing P/E is 20x in the Interactive Media and Services industry in Asia.주주 수익률6908TW Specialty RetailTW 시장7D-0.8%-1.5%5.4%1Y-27.6%-28.0%103.4%전체 주주 수익률 보기수익률 대 산업: 6908은 지난 1년 동안 -28%의 수익을 기록한 TW Specialty Retail 산업과 동일한 성과를 보였습니다.수익률 대 시장: 6908은 지난 1년 동안 103.4%를 기록한 TW 시장보다 저조한 성과를 냈습니다.주가 변동성Is 6908's price volatile compared to industry and market?6908 volatility6908 Average Weekly Movement8.8%Specialty Retail Industry Average Movement3.5%Market Average Movement6.2%10% most volatile stocks in TW Market12.3%10% least volatile stocks in TW Market2.5%안정적인 주가: 6908는 지난 3개월 동안 TW 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 6908의 주간 변동성(9%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트2020n/aTingyang Xuwww.acergaming.com는 대만에서 e-스포츠 커뮤니티 플랫폼을 운영합니다. 또한 게임 엔터테인먼트 채널 대행사 판매 및 기타 서비스를 제공합니다. 이 회사는 2020년에 설립되었으며 대만 타이베이시에 본사를 두고 있습니다.더 보기Acer Gaming Inc. 기초 지표 요약Acer Gaming의 순이익과 매출은 시가총액과 어떻게 비교됩니까?6908 기초 통계시가총액NT$1.39b순이익 (TTM)NT$61.97m매출 (TTM)NT$5.59b22.8x주가수익비율(P/E)0.3x주가매출비율(P/S)6908는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표6908 손익계산서 (TTM)매출NT$5.59b매출원가NT$4.90b총이익NT$694.46m기타 비용NT$632.49m순이익NT$61.97m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)1.67총이익률12.42%순이익률1.11%부채/자본 비율38.5%6908의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당3.3%현재 배당 수익률86%배당 성향6908는 안정적으로 배당을 지급합니까?6908 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 6908를 매수해야 하나요?Acer Gaming 배당 일정배당락일Jun 25 2026배당 지급일Jul 23 2026배당락일까지 남은 일수26 days배당 지급일까지 남은 일수54 days6908는 안정적으로 배당을 지급합니까?6908 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/29 10:50종가2026/05/29 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 소스Acer Gaming Inc.는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Chi-Yuan ChenCapital Securities Corporation
Reported Earnings • May 06First quarter 2026 earnings released: EPS: NT$0.41 (vs NT$0.37 in 1Q 2025)First quarter 2026 results: EPS: NT$0.41 (up from NT$0.37 in 1Q 2025). Revenue: NT$1.15b (down 6.7% from 1Q 2025). Net income: NT$14.3m (up 12% from 1Q 2025). Profit margin: 1.2% (up from 1.0% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Apr 05Full year 2025 earnings released: EPS: NT$1.44 (vs NT$1.36 in FY 2024)Full year 2025 results: EPS: NT$1.44 (up from NT$1.36 in FY 2024). Revenue: NT$5.52b (up 28% from FY 2024). Net income: NT$50.5m (up 6.3% from FY 2024). Profit margin: 0.9% (down from 1.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
공시 • Mar 26Acer Gaming Inc. has completed a Follow-on Equity Offering in the amount of TWD 87.2 million.Acer Gaming Inc. has completed a Follow-on Equity Offering in the amount of TWD 87.2 million. Security Name: Shares Security Type: Common Stock Securities Offered: 692,000 Price\Range: TWD 38.66 Security Name: Shares Security Type: Common Stock Securities Offered: 1,488,000 Price\Range: TWD 40.623172
New Risk • Mar 25New 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 8.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (NT$1.68b market cap, or US$52.7m).
Declared Dividend • Mar 11Dividend increased to NT$1.24Dividend of NT$1.24 is 3.3% higher than last year. Ex-date: 25th June 2026 Payment date: 23rd July 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 20% to shift the payout ratio to a potentially unsustainable range, which is more than the 11% EPS decline seen over the last 5 years.
공시 • Mar 10+ 1 more updateAcer Gaming Inc., Annual General Meeting, May 25, 2026Acer Gaming Inc., Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 3 floor no,88, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city Taiwan
Reported Earnings • May 06First quarter 2026 earnings released: EPS: NT$0.41 (vs NT$0.37 in 1Q 2025)First quarter 2026 results: EPS: NT$0.41 (up from NT$0.37 in 1Q 2025). Revenue: NT$1.15b (down 6.7% from 1Q 2025). Net income: NT$14.3m (up 12% from 1Q 2025). Profit margin: 1.2% (up from 1.0% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Apr 05Full year 2025 earnings released: EPS: NT$1.44 (vs NT$1.36 in FY 2024)Full year 2025 results: EPS: NT$1.44 (up from NT$1.36 in FY 2024). Revenue: NT$5.52b (up 28% from FY 2024). Net income: NT$50.5m (up 6.3% from FY 2024). Profit margin: 0.9% (down from 1.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Specialty Retail industry in Asia. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
공시 • Mar 26Acer Gaming Inc. has completed a Follow-on Equity Offering in the amount of TWD 87.2 million.Acer Gaming Inc. has completed a Follow-on Equity Offering in the amount of TWD 87.2 million. Security Name: Shares Security Type: Common Stock Securities Offered: 692,000 Price\Range: TWD 38.66 Security Name: Shares Security Type: Common Stock Securities Offered: 1,488,000 Price\Range: TWD 40.623172
New Risk • Mar 25New 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 8.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (NT$1.68b market cap, or US$52.7m).
Declared Dividend • Mar 11Dividend increased to NT$1.24Dividend of NT$1.24 is 3.3% higher than last year. Ex-date: 25th June 2026 Payment date: 23rd July 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 20% to shift the payout ratio to a potentially unsustainable range, which is more than the 11% EPS decline seen over the last 5 years.
공시 • Mar 10+ 1 more updateAcer Gaming Inc., Annual General Meeting, May 25, 2026Acer Gaming Inc., Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 3 floor no,88, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city Taiwan
Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: NT$0.32 (vs NT$0.32 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.32 (in line with 3Q 2024). Revenue: NT$1.25b (up 14% from 3Q 2024). Net income: NT$11.1m (down 1.3% from 3Q 2024). Profit margin: 0.9% (down from 1.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
New Risk • Oct 30New 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 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (NT$2.35b market cap, or US$76.3m).
New Risk • Jul 11New 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 6.6% 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 High level of non-cash earnings (30% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.6% average weekly change). Market cap is less than US$100m (NT$2.01b market cap, or US$68.7m).
Upcoming Dividend • Jun 26Upcoming dividend of NT$1.20 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 29 July 2025. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.7%).
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$59.90, the stock trades at a trailing P/E ratio of 44.1x. Average trailing P/E is 22x in the Specialty Retail industry in Taiwan. Total loss to shareholders of 17% over the past year.
Reported Earnings • May 04Full year 2024 earnings released: EPS: NT$1.36 (vs NT$1.70 in FY 2023)Full year 2024 results: EPS: NT$1.36 (down from NT$1.70 in FY 2023). Revenue: NT$4.30b (down 8.9% from FY 2023). Net income: NT$47.5m (down 20% from FY 2023). Profit margin: 1.1% (down from 1.3% in FY 2023). The decrease in margin was driven by lower revenue.
New Risk • Apr 07New 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 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (NT$1.99b market cap, or US$60.2m).
Buy Or Sell Opportunity • Apr 07Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to NT$56.10. The fair value is estimated to be NT$76.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 36%.
공시 • Mar 11Acer Gaming Inc., Annual General Meeting, Jun 04, 2025Acer Gaming Inc., Annual General Meeting, Jun 04, 2025. Location: 1 floor no,88, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city Taiwan
New Risk • Feb 28New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Dividend is not well covered by earnings (95% payout ratio). Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (NT$2.44b market cap, or US$74.1m).
Buy Or Sell Opportunity • Nov 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.1% to NT$65.50. The fair value is estimated to be NT$82.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 36%.
Buy Or Sell Opportunity • Oct 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to NT$65.00. The fair value is estimated to be NT$81.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 36%.
Buy Or Sell Opportunity • Sep 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to NT$64.30. The fair value is estimated to be NT$81.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 36%.
Buy Or Sell Opportunity • Sep 10Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to NT$63.30. The fair value is estimated to be NT$82.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 36%.
New Risk • Jul 06New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Continuous dividend paying years: 1 Dividend yield: 1.6% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. 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: Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Market cap is less than US$100m (NT$2.56b market cap, or US$78.8m).
Upcoming Dividend • Jun 27Upcoming dividend of NT$1.20 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 01 August 2024. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (3.4%).
Reported Earnings • Apr 20Full year 2023 earnings released: EPS: NT$1.70 (vs NT$1.91 in FY 2022)Full year 2023 results: EPS: NT$1.70. Revenue: NT$4.72b (up 109% from FY 2022). Net income: NT$59.3m (up 49% from FY 2022). Profit margin: 1.3% (down from 1.8% in FY 2022). The decrease in margin was driven by higher expenses.
공시 • Mar 17Acer Gaming Inc., Annual General Meeting, Jun 06, 2024Acer Gaming Inc., Annual General Meeting, Jun 06, 2024.
New Risk • Feb 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Profit margins are more than 30% lower than last year (1.6% net profit margin). Market cap is less than US$100m (NT$2.95b market cap, or US$93.2m).
Reported Earnings • Aug 16First half 2023 earnings released: EPS: NT$1.14 (vs NT$1.25 in 1H 2022)First half 2023 results: EPS: NT$1.14. Revenue: NT$2.51b (up 156% from 1H 2022). Net income: NT$40.1m (up 115% from 1H 2022). Profit margin: 1.6% (down from 1.9% in 1H 2022). The decrease in margin was driven by higher expenses.
New Risk • Aug 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.00b (US$94.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (62% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Profit margins are more than 30% lower than last year (1.8% net profit margin). Market cap is less than US$100m (NT$3.00b market cap, or US$94.0m).
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$85.70, the stock trades at a trailing P/E ratio of 75.3x. Average trailing P/E is 19x in the Specialty Retail industry in Taiwan.
Reported Earnings • Apr 26Full year 2022 earnings released: EPS: NT$1.91 (vs NT$9.69 in FY 2021)Full year 2022 results: EPS: NT$1.91. Revenue: NT$2.26b (up 77% from FY 2021). Net income: NT$39.8m (up 23% from FY 2021). Profit margin: 1.8% (down from 2.5% in FY 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$82.30, the stock trades at a trailing P/E ratio of 55x. Average trailing P/E is 20x in the Interactive Media and Services industry in Asia.
