View ValuationSinopower Semiconductor 향후 성장Future 기준 점검 1/6Sinopower Semiconductor은 연간 수입과 매출이 각각 4.9%와 12.6% 증가할 것으로 예상되고 EPS는 연간 5.2%만큼 증가할 것으로 예상됩니다.핵심 정보4.9%이익 성장률5.18%EPS 성장률Semiconductor 이익 성장25.7%매출 성장률12.6%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트11 Feb 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$232, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 30x in the Semiconductor industry in Taiwan. Total returns to shareholders of 182% over the past three years.Reported Earnings • Apr 29First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: NT$3.00 (up from NT$2.37 in 1Q 2025). Revenue: NT$947.5m (up 4.0% from 1Q 2025). Net income: NT$137.4m (up 56% from 1Q 2025). Profit margin: 14% (up from 9.7% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 26% per year.Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$189, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 27x in the Semiconductor industry in Taiwan. Total returns to shareholders of 123% over the past three years.Buy Or Sell Opportunity • Mar 30Now 21% undervaluedOver the last 90 days, the stock has risen 39% to NT$151. The fair value is estimated to be NT$192, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$169, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 100% over the past three years.Buy Or Sell Opportunity • Mar 09Now 25% undervaluedOver the last 90 days, the stock has risen 19% to NT$143. The fair value is estimated to be NT$192, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.Reported Earnings • Feb 27Full year 2025 earnings released: EPS: NT$9.52 (vs NT$6.09 in FY 2024)Full year 2025 results: EPS: NT$9.52 (up from NT$6.09 in FY 2024). Revenue: NT$3.40b (up 25% from FY 2024). Net income: NT$354.4m (up 57% from FY 2024). Profit margin: 10% (up from 8.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.공시 • Feb 12Sinopower Semiconductor, Inc., Annual General Meeting, Jun 26, 2026Sinopower Semiconductor, Inc., Annual General Meeting, Jun 26, 2026. Location: no,6, tu hsing 1st rd., hsinchu science park, hsinchu city TaiwanNew Risk • Jan 20New 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 Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$139, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 33x in the Semiconductor industry in Taiwan. Total returns to shareholders of 70% over the past three years.New Risk • Dec 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 6.4% 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 Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.4% average weekly change).Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: NT$2.63 (vs NT$1.52 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.63 (up from NT$1.52 in 3Q 2024). Revenue: NT$821.0m (up 15% from 3Q 2024). Net income: NT$98.1m (up 74% from 3Q 2024). Profit margin: 12% (up from 7.9% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: NT$1.13 (vs NT$1.46 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.13 (down from NT$1.46 in 2Q 2024). Revenue: NT$799.1m (up 28% from 2Q 2024). Net income: NT$42.0m (down 22% from 2Q 2024). Profit margin: 5.3% (down from 8.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 39% 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.Declared Dividend • Jul 24Dividend increased to NT$4.30Dividend of NT$4.30 is 54% higher than last year. Ex-date: 7th August 2025 Payment date: 28th August 2025 Dividend yield will be 4.5%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$2.37 (vs NT$1.56 in 1Q 2024)First quarter 2025 results: EPS: NT$2.37 (up from NT$1.56 in 1Q 2024). Revenue: NT$911.5m (up 31% from 1Q 2024). Net income: NT$88.1m (up 52% from 1Q 2024). Profit margin: 9.7% (up from 8.3% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.New Risk • Apr 10New 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 8.0% 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 Earnings have declined by 2.0% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change). Market cap is less than US$100m (NT$3.25b market cap, or US$98.9m).Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$87.50, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 24% over the past three years.New Risk • Mar 02New major risk - Revenue and earnings growthEarnings have declined by 2.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.0% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.공시 • Feb 25Sinopower Semiconductor, Inc., Annual General Meeting, May 29, 2025Sinopower Semiconductor, Inc., Annual General Meeting, May 29, 2025, at 09:00 Taipei Standard Time. Location: no,6, tu hsing 1st rd., hsinchu science park, hsinchu city TaiwanValuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$112, the stock trades at a trailing P/E ratio of 21.2x. Average trailing P/E is 29x in the Semiconductor industry in Taiwan. Total loss to shareholders of 7.5% over the past three years.Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: NT$1.52 (vs NT$1.62 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.52 (down from NT$1.62 in 3Q 2023). Revenue: NT$711.6m (up 2.1% from 3Q 2023). Net income: NT$56.5m (down 6.0% from 3Q 2023). Profit margin: 7.9% (down from 8.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: NT$1.46 (vs NT$0.96 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.46 (up from NT$0.96 in 2Q 2023). Revenue: NT$623.7m (down 5.3% from 2Q 2023). Net income: NT$54.2m (up 51% from 2Q 2023). Profit margin: 8.7% (up from 5.4% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$85.50, the stock trades at a trailing P/E ratio of 17.4x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total loss to shareholders of 19% over the past three years.New Risk • Aug 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.23b (US$98.9m) 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.7% net profit margin). Market cap is less than US$100m (NT$3.23b market cap, or US$98.9m).Upcoming Dividend • Jul 25Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 01 August 2024. Payment date: 23 August 2024. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (4.3%). Higher than average of industry peers (2.0%).Buy Or Sell Opportunity • Jul 22Now 20% undervaluedOver the last 90 days, the stock has risen 9.6% to NT$103. The fair value is estimated to be NT$129, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.1% over the last 3 years. Earnings per share has declined by 24%.Valuation Update With 7 Day Price Move • May 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$117, the stock trades at a trailing P/E ratio of 23.8x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 28% over the past three years.Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$1.56 (vs NT$0.64 in 1Q 2023)First quarter 2024 results: EPS: NT$1.56 (up from NT$0.64 in 1Q 2023). Revenue: NT$694.7m (up 13% from 1Q 2023). Net income: NT$57.8m (up 147% from 1Q 2023). Profit margin: 8.3% (up from 3.8% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • Mar 05Full year 2023 earnings released: EPS: NT$4.03 (vs NT$12.40 in FY 2022)Full year 2023 results: EPS: NT$4.03 (down from NT$12.40 in FY 2022). Revenue: NT$2.66b (down 12% from FY 2022). Net income: NT$149.3m (down 67% from FY 2022). Profit margin: 5.6% (down from 15% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공시 • Mar 01Sinopower Semiconductor, Inc., Annual General Meeting, May 30, 2024Sinopower Semiconductor, Inc., Annual General Meeting, May 30, 2024.Valuation Update With 7 Day Price Move • Nov 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$119, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 26x in the Semiconductor industry in Taiwan. Total returns to shareholders of 23% over the past three years.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: NT$1.62 (vs NT$2.04 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.62 (down from NT$2.04 in 3Q 2022). Revenue: NT$696.8m (up 18% from 3Q 2022). Net income: NT$60.0m (down 20% from 3Q 2022). Profit margin: 8.6% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.Upcoming Dividend • Aug 21Upcoming dividend of NT$3.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 August 2023. Payment date: 21 September 2023. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (3.4%).Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$1.06 (vs NT$5.51 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.06 (down from NT$5.51 in 2Q 2022). Revenue: NT$658.4m (down 32% from 2Q 2022). Net income: NT$35.8m (down 81% from 2Q 2022). Profit margin: 5.4% (down from 19% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 25Full year 2022 earnings released: EPS: NT$13.64 (vs NT$13.09 in FY 2021)Full year 2022 results: EPS: NT$13.64 (up from NT$13.09 in FY 2021). Revenue: NT$3.00b (down 3.6% from FY 2021). Net income: NT$456.1m (up 4.3% from FY 2021). Profit margin: 15% (up from 14% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Kai-Charn Yang was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$2.24 (vs NT$4.25 in 3Q 2021)Third quarter 2022 results: EPS: NT$2.24 (down from NT$4.25 in 3Q 2021). Revenue: NT$589.8m (down 29% from 3Q 2021). Net income: NT$74.8m (down 47% from 3Q 2021). Profit margin: 13% (down from 17% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$5.51 (vs NT$2.91 in 2Q 2021)Second quarter 2022 results: EPS: NT$5.51 (up from NT$2.91 in 2Q 2021). Revenue: NT$970.8m (up 32% from 2Q 2021). Net income: NT$184.1m (up 89% from 2Q 2021). Profit margin: 19% (up from 13% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 18Upcoming dividend of NT$7.20 per shareEligible shareholders must have bought the stock before 25 July 2022. Payment date: 12 August 2022. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 6.3%. Lower than top quartile of Taiwanese dividend payers (6.8%). Higher than average of industry peers (3.7%).Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$118, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 13x in the Semiconductor industry in Taiwan. Total returns to shareholders of 12% over the past three years.Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$5.26 (vs NT$2.10 in 1Q 2021)First quarter 2022 results: EPS: NT$5.26 (up from NT$2.10 in 1Q 2021). Revenue: NT$969.3m (up 33% from 1Q 2021). Net income: NT$175.9m (up 152% from 1Q 2021). Profit margin: 18% (up from 9.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$154, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 34% over the past three years.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$160, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 91% over the past three years.Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS NT$4.25 (vs NT$2.34 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$827.5m (up 11% from 3Q 2020). Net income: NT$142.2m (up 83% from 3Q 2020). Profit margin: 17% (up from 11% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS NT$2.91 (vs NT$1.45 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$733.9m (up 23% from 2Q 2020). Net income: NT$97.4m (up 102% from 2Q 2020). Profit margin: 13% (up from 8.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 15Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 22 July 2021. Payment date: 13 August 2021. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.1%).Reported Earnings • May 13First quarter 2021 earnings released: EPS NT$2.10 (vs NT$1.26 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$726.9m (up 32% from 1Q 2020). Net income: NT$69.9m (up 68% from 1Q 2020). Profit margin: 9.6% (up from 7.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Mar 24Full year 2020 earnings released: EPS NT$7.02 (vs NT$6.16 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: NT$2.60b (up 21% from FY 2019). Net income: NT$233.5m (up 15% from FY 2019). Profit margin: 9.0% (down from 9.4% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.분석 기사 • Mar 17The Trend Of High Returns At Sinopower Semiconductor (GTSM:6435) Has Us Very InterestedIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Feb 18Is Sinopower Semiconductor (GTSM:6435) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Feb 03Is Sinopower Semiconductor, Inc. (GTSM:6435) The Right Choice For A Smart Dividend Investor?Could Sinopower Semiconductor, Inc. ( GTSM:6435 ) be an attractive dividend share to own for the long haul? Investors...분석 기사 • Jan 19Sinopower Semiconductor (GTSM:6435) Has Rewarded Shareholders With An Exceptional 448% Total Return On Their InvestmentFor many, the main point of investing in the stock market is to achieve spectacular returns. While the best companies...분석 기사 • Dec 31Is Sinopower Semiconductor, Inc.'s (GTSM:6435) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?Sinopower Semiconductor's (GTSM:6435) stock is up by a considerable 49% over the past three months. Since the market...Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$138, the stock is trading at a trailing P/E ratio of 22.7x, up from the previous P/E ratio of 19.6x. This compares to an average P/E of 26x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 39%.Is New 90 Day High Low • Dec 30New 90-day high: NT$138The company is up 51% from its price of NT$90.80 on 30 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 22% over the same period.분석 기사 • Dec 16Should You Be Excited About Sinopower Semiconductor's (GTSM:6435) Returns On Capital?There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Is New 90 Day High Low • Dec 14New 90-day high: NT$128The company is up 38% from its price of NT$92.50 on 16 September 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 20% over the same period.분석 기사 • Dec 01Here's Why Sinopower Semiconductor's (GTSM:6435) Statutory Earnings Are Arguably Too ConservativeStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...Is New 90 Day High Low • Nov 13New 90-day high: NT$116The company is up 27% from its price of NT$90.60 on 14 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 6.0% over the same period.Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS NT$2.34The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$744.2m (up 48% from 3Q 2019). Net income: NT$77.9m (up 106% from 3Q 2019). Profit margin: 11% (up from 7.6% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.Is New 90 Day High Low • Oct 07New 90-day high: NT$103The company is up 8.0% from its price of NT$95.20 on 09 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 18% over the same period.이익 및 매출 성장 예측TPEX:6435 - 애널리스트 향후 추정치 및 과거 재무 데이터 (TWD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20274,303435N/A361112/31/20263,912380N/A50613/31/20263,438404435489N/A12/31/20253,401354514577N/A9/30/20253,218286633700N/A6/30/20253,108244571631N/A3/31/20252,933256535587N/A12/31/20242,716226508541N/A9/30/20242,718198328353N/A6/30/20242,703202160190N/A3/31/20242,738184186214N/A12/31/20232,657149155182N/A9/30/20232,44414167102N/A6/30/20232,337155231264N/A3/31/20232,649304117152N/A12/31/20223,005456-293-256N/A9/30/20223,357563-100-73N/A6/30/20223,595630-59-38N/A3/31/20223,358543-29-1N/A12/31/20213,116437370403N/A9/30/20212,998375284450N/A6/30/20212,915311399571N/A3/31/20212,777262431598N/A12/31/20202,601233382544N/A9/30/20202,449201380404N/A6/30/20202,207161194215N/A3/31/20202,095162-45-28N/A12/31/20192,152202N/A0N/A9/30/20192,230247N/A-63N/A6/30/20192,432327N/A28N/A3/31/20192,537350N/A215N/A12/31/20182,513322N/A232N/A9/30/20182,399286N/A266N/A6/30/20182,261223N/A107N/A3/31/20182,091185N/A102N/A12/31/20171,919156N/A-30N/A9/30/20171,843156N/A36N/A6/30/20171,704131N/A127N/A3/31/20171,605115N/A141N/A12/31/20161,531118N/A135N/A9/30/20161,507115N/A185N/A6/30/20161,411110N/A188N/A3/31/20161,33398N/A140N/A12/31/20151,27788N/A123N/A9/30/20151,11967N/A58N/A6/30/20151,13973N/A82N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 6435 의 연간 예상 수익 증가율(4.9%)이 saving rate(1.3%)보다 높습니다.수익 vs 시장: 6435 의 연간 수익(4.9%)이 TW 시장(26.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 6435 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 6435 의 수익(연간 12.6%)이 TW 시장(연간 18.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 6435 의 수익(연간 12.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 6435의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 03:45종가2026/05/21 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 소스Sinopower Semiconductor, 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.분석가기관Licheng ZhuangCapital Securities Corporation
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$232, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 30x in the Semiconductor industry in Taiwan. Total returns to shareholders of 182% over the past three years.
Reported Earnings • Apr 29First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: NT$3.00 (up from NT$2.37 in 1Q 2025). Revenue: NT$947.5m (up 4.0% from 1Q 2025). Net income: NT$137.4m (up 56% from 1Q 2025). Profit margin: 14% (up from 9.7% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 26% per year.
Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$189, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 27x in the Semiconductor industry in Taiwan. Total returns to shareholders of 123% over the past three years.
Buy Or Sell Opportunity • Mar 30Now 21% undervaluedOver the last 90 days, the stock has risen 39% to NT$151. The fair value is estimated to be NT$192, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$169, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 100% over the past three years.
Buy Or Sell Opportunity • Mar 09Now 25% undervaluedOver the last 90 days, the stock has risen 19% to NT$143. The fair value is estimated to be NT$192, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
Reported Earnings • Feb 27Full year 2025 earnings released: EPS: NT$9.52 (vs NT$6.09 in FY 2024)Full year 2025 results: EPS: NT$9.52 (up from NT$6.09 in FY 2024). Revenue: NT$3.40b (up 25% from FY 2024). Net income: NT$354.4m (up 57% from FY 2024). Profit margin: 10% (up from 8.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Feb 12Sinopower Semiconductor, Inc., Annual General Meeting, Jun 26, 2026Sinopower Semiconductor, Inc., Annual General Meeting, Jun 26, 2026. Location: no,6, tu hsing 1st rd., hsinchu science park, hsinchu city Taiwan
New Risk • Jan 20New 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 Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$139, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 33x in the Semiconductor industry in Taiwan. Total returns to shareholders of 70% over the past three years.
New Risk • Dec 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 6.4% 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 Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.4% average weekly change).
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: NT$2.63 (vs NT$1.52 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.63 (up from NT$1.52 in 3Q 2024). Revenue: NT$821.0m (up 15% from 3Q 2024). Net income: NT$98.1m (up 74% from 3Q 2024). Profit margin: 12% (up from 7.9% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: NT$1.13 (vs NT$1.46 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.13 (down from NT$1.46 in 2Q 2024). Revenue: NT$799.1m (up 28% from 2Q 2024). Net income: NT$42.0m (down 22% from 2Q 2024). Profit margin: 5.3% (down from 8.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 39% 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.
Declared Dividend • Jul 24Dividend increased to NT$4.30Dividend of NT$4.30 is 54% higher than last year. Ex-date: 7th August 2025 Payment date: 28th August 2025 Dividend yield will be 4.5%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$2.37 (vs NT$1.56 in 1Q 2024)First quarter 2025 results: EPS: NT$2.37 (up from NT$1.56 in 1Q 2024). Revenue: NT$911.5m (up 31% from 1Q 2024). Net income: NT$88.1m (up 52% from 1Q 2024). Profit margin: 9.7% (up from 8.3% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
New Risk • Apr 10New 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 8.0% 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 Earnings have declined by 2.0% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change). Market cap is less than US$100m (NT$3.25b market cap, or US$98.9m).
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$87.50, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 24% over the past three years.
New Risk • Mar 02New major risk - Revenue and earnings growthEarnings have declined by 2.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.0% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
공시 • Feb 25Sinopower Semiconductor, Inc., Annual General Meeting, May 29, 2025Sinopower Semiconductor, Inc., Annual General Meeting, May 29, 2025, at 09:00 Taipei Standard Time. Location: no,6, tu hsing 1st rd., hsinchu science park, hsinchu city Taiwan
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$112, the stock trades at a trailing P/E ratio of 21.2x. Average trailing P/E is 29x in the Semiconductor industry in Taiwan. Total loss to shareholders of 7.5% over the past three years.
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: NT$1.52 (vs NT$1.62 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.52 (down from NT$1.62 in 3Q 2023). Revenue: NT$711.6m (up 2.1% from 3Q 2023). Net income: NT$56.5m (down 6.0% from 3Q 2023). Profit margin: 7.9% (down from 8.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: NT$1.46 (vs NT$0.96 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.46 (up from NT$0.96 in 2Q 2023). Revenue: NT$623.7m (down 5.3% from 2Q 2023). Net income: NT$54.2m (up 51% from 2Q 2023). Profit margin: 8.7% (up from 5.4% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$85.50, the stock trades at a trailing P/E ratio of 17.4x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total loss to shareholders of 19% over the past three years.
New Risk • Aug 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.23b (US$98.9m) 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.7% net profit margin). Market cap is less than US$100m (NT$3.23b market cap, or US$98.9m).
Upcoming Dividend • Jul 25Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 01 August 2024. Payment date: 23 August 2024. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (4.3%). Higher than average of industry peers (2.0%).
Buy Or Sell Opportunity • Jul 22Now 20% undervaluedOver the last 90 days, the stock has risen 9.6% to NT$103. The fair value is estimated to be NT$129, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.1% over the last 3 years. Earnings per share has declined by 24%.
Valuation Update With 7 Day Price Move • May 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$117, the stock trades at a trailing P/E ratio of 23.8x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 28% over the past three years.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$1.56 (vs NT$0.64 in 1Q 2023)First quarter 2024 results: EPS: NT$1.56 (up from NT$0.64 in 1Q 2023). Revenue: NT$694.7m (up 13% from 1Q 2023). Net income: NT$57.8m (up 147% from 1Q 2023). Profit margin: 8.3% (up from 3.8% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 05Full year 2023 earnings released: EPS: NT$4.03 (vs NT$12.40 in FY 2022)Full year 2023 results: EPS: NT$4.03 (down from NT$12.40 in FY 2022). Revenue: NT$2.66b (down 12% from FY 2022). Net income: NT$149.3m (down 67% from FY 2022). Profit margin: 5.6% (down from 15% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공시 • Mar 01Sinopower Semiconductor, Inc., Annual General Meeting, May 30, 2024Sinopower Semiconductor, Inc., Annual General Meeting, May 30, 2024.
Valuation Update With 7 Day Price Move • Nov 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$119, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 26x in the Semiconductor industry in Taiwan. Total returns to shareholders of 23% over the past three years.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: NT$1.62 (vs NT$2.04 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.62 (down from NT$2.04 in 3Q 2022). Revenue: NT$696.8m (up 18% from 3Q 2022). Net income: NT$60.0m (down 20% from 3Q 2022). Profit margin: 8.6% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.
Upcoming Dividend • Aug 21Upcoming dividend of NT$3.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 August 2023. Payment date: 21 September 2023. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (3.4%).
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$1.06 (vs NT$5.51 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.06 (down from NT$5.51 in 2Q 2022). Revenue: NT$658.4m (down 32% from 2Q 2022). Net income: NT$35.8m (down 81% from 2Q 2022). Profit margin: 5.4% (down from 19% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 25Full year 2022 earnings released: EPS: NT$13.64 (vs NT$13.09 in FY 2021)Full year 2022 results: EPS: NT$13.64 (up from NT$13.09 in FY 2021). Revenue: NT$3.00b (down 3.6% from FY 2021). Net income: NT$456.1m (up 4.3% from FY 2021). Profit margin: 15% (up from 14% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Kai-Charn Yang was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$2.24 (vs NT$4.25 in 3Q 2021)Third quarter 2022 results: EPS: NT$2.24 (down from NT$4.25 in 3Q 2021). Revenue: NT$589.8m (down 29% from 3Q 2021). Net income: NT$74.8m (down 47% from 3Q 2021). Profit margin: 13% (down from 17% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$5.51 (vs NT$2.91 in 2Q 2021)Second quarter 2022 results: EPS: NT$5.51 (up from NT$2.91 in 2Q 2021). Revenue: NT$970.8m (up 32% from 2Q 2021). Net income: NT$184.1m (up 89% from 2Q 2021). Profit margin: 19% (up from 13% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 18Upcoming dividend of NT$7.20 per shareEligible shareholders must have bought the stock before 25 July 2022. Payment date: 12 August 2022. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 6.3%. Lower than top quartile of Taiwanese dividend payers (6.8%). Higher than average of industry peers (3.7%).
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$118, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 13x in the Semiconductor industry in Taiwan. Total returns to shareholders of 12% over the past three years.
Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$5.26 (vs NT$2.10 in 1Q 2021)First quarter 2022 results: EPS: NT$5.26 (up from NT$2.10 in 1Q 2021). Revenue: NT$969.3m (up 33% from 1Q 2021). Net income: NT$175.9m (up 152% from 1Q 2021). Profit margin: 18% (up from 9.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$154, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 34% over the past three years.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$160, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 91% over the past three years.
Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS NT$4.25 (vs NT$2.34 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$827.5m (up 11% from 3Q 2020). Net income: NT$142.2m (up 83% from 3Q 2020). Profit margin: 17% (up from 11% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS NT$2.91 (vs NT$1.45 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$733.9m (up 23% from 2Q 2020). Net income: NT$97.4m (up 102% from 2Q 2020). Profit margin: 13% (up from 8.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 15Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 22 July 2021. Payment date: 13 August 2021. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.1%).
Reported Earnings • May 13First quarter 2021 earnings released: EPS NT$2.10 (vs NT$1.26 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$726.9m (up 32% from 1Q 2020). Net income: NT$69.9m (up 68% from 1Q 2020). Profit margin: 9.6% (up from 7.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 24Full year 2020 earnings released: EPS NT$7.02 (vs NT$6.16 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: NT$2.60b (up 21% from FY 2019). Net income: NT$233.5m (up 15% from FY 2019). Profit margin: 9.0% (down from 9.4% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
분석 기사 • Mar 17The Trend Of High Returns At Sinopower Semiconductor (GTSM:6435) Has Us Very InterestedIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 • Feb 18Is Sinopower Semiconductor (GTSM:6435) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Feb 03Is Sinopower Semiconductor, Inc. (GTSM:6435) The Right Choice For A Smart Dividend Investor?Could Sinopower Semiconductor, Inc. ( GTSM:6435 ) be an attractive dividend share to own for the long haul? Investors...
분석 기사 • Jan 19Sinopower Semiconductor (GTSM:6435) Has Rewarded Shareholders With An Exceptional 448% Total Return On Their InvestmentFor many, the main point of investing in the stock market is to achieve spectacular returns. While the best companies...
분석 기사 • Dec 31Is Sinopower Semiconductor, Inc.'s (GTSM:6435) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?Sinopower Semiconductor's (GTSM:6435) stock is up by a considerable 49% over the past three months. Since the market...
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$138, the stock is trading at a trailing P/E ratio of 22.7x, up from the previous P/E ratio of 19.6x. This compares to an average P/E of 26x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 39%.
Is New 90 Day High Low • Dec 30New 90-day high: NT$138The company is up 51% from its price of NT$90.80 on 30 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 22% over the same period.
분석 기사 • Dec 16Should You Be Excited About Sinopower Semiconductor's (GTSM:6435) Returns On Capital?There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Is New 90 Day High Low • Dec 14New 90-day high: NT$128The company is up 38% from its price of NT$92.50 on 16 September 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 20% over the same period.
분석 기사 • Dec 01Here's Why Sinopower Semiconductor's (GTSM:6435) Statutory Earnings Are Arguably Too ConservativeStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...
Is New 90 Day High Low • Nov 13New 90-day high: NT$116The company is up 27% from its price of NT$90.60 on 14 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 6.0% over the same period.
Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS NT$2.34The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$744.2m (up 48% from 3Q 2019). Net income: NT$77.9m (up 106% from 3Q 2019). Profit margin: 11% (up from 7.6% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.
Is New 90 Day High Low • Oct 07New 90-day high: NT$103The company is up 8.0% from its price of NT$95.20 on 09 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 18% over the same period.