GlobalWafers (6488) 주식 개요
는 자회사와 함께 대만 및 전 세계에서 반도체 잉곳과 웨이퍼를 연구, 설계, 개발 및 제조합니다. 자세히 보기
6488 Community Fair Values
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Analyst Price Targets
GlobalWafers Co., Ltd. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | NT$1,010.00 |
| 52주 최고가 | NT$1,600.00 |
| 52주 최저가 | NT$333.00 |
| 베타 | 2.08 |
| 1개월 변동 | -1.94% |
| 3개월 변동 | 16.63% |
| 1년 변동 | 174.08% |
| 3년 변동 | 117.20% |
| 5년 변동 | 15.69% |
| IPO 이후 변동 | 1,168.84% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Aug 13
6488: Higher Margins And Earnings Multiple Will Drive Stronger Share Upside
Analysts have raised their price target for GlobalWafers from NT$1,341 to NT$1,948, citing updated assumptions for revenue growth, profit margins, and a lower expected future P/E multiple. What’s in the News for GlobalWafers Analysts have updated their target price assumptions for GlobalWafers, reflecting revised views on revenue growth, profit margins, and future P/E levels.
내러티브 업데이트 • Jul 30
6488: Higher Margin Outlook And Lower P/E Will Support Future Upside
Analysts have lifted their fair value estimate for GlobalWafers from about NT$613 to around NT$1,033, citing updated assumptions for revenue growth, profit margins, and future P/E levels as key drivers of the higher target. What’s in the News for GlobalWafers No recent GlobalWafers specific news items were identified in the provided sources as of 28 Jul 2026.Recent updates
내러티브 업데이트 • Aug 13
6488: Higher Margins And Earnings Multiple Will Drive Stronger Share Upside
Analysts have raised their price target for GlobalWafers from NT$1,341 to NT$1,948, citing updated assumptions for revenue growth, profit margins, and a lower expected future P/E multiple. What’s in the News for GlobalWafers Analysts have updated their target price assumptions for GlobalWafers, reflecting revised views on revenue growth, profit margins, and future P/E levels.내러티브 업데이트 • Jul 30
6488: Higher Margin Outlook And Lower P/E Will Support Future Upside
Analysts have lifted their fair value estimate for GlobalWafers from about NT$613 to around NT$1,033, citing updated assumptions for revenue growth, profit margins, and future P/E levels as key drivers of the higher target. What’s in the News for GlobalWafers No recent GlobalWafers specific news items were identified in the provided sources as of 28 Jul 2026.
내러티브 업데이트 • Jul 16
6488: Higher Margin Assumptions Will Sustain Concern Over Future Overvaluation
Analysts have raised their price target for GlobalWafers from NT$400 to NT$470, citing updated assumptions that include a lower discount rate, a higher projected profit margin, and a softer expected future P/E multiple. What’s in the News for GlobalWafers No recent GlobalWafers specific news items were provided in the available sources.내러티브 업데이트 • Jul 02
6488: Higher Future P/E Will Support Stronger Share Upside
Analysts have reset their fair value estimate for GlobalWafers from roughly NT$901 to about NT$1,341, reflecting updated assumptions on the discount rate, revenue growth, profit margin, and the P/E multiple they apply to the stock. What's in the News No recent GlobalWafers specific news items or key developments were identified in the provided sources.내러티브 업데이트 • Jun 18
6488: Higher Margins And Slightly Lower P/E Will Limit Share Upside
Analysts have kept their NT$901 price target on GlobalWafers unchanged, citing only modest refinements to revenue growth, profit margin and forward P/E assumptions rather than a shift in overall valuation. What’s in the News for GlobalWafers No recent GlobalWafers specific news items were provided in the primary news feed.내러티브 업데이트 • Jun 04
6488: Higher Margins And Lower P/E Assumptions Will Shape Fair Value
Analysts now see GlobalWafers' fair value at NT$901.00, up from NT$672.75, reflecting updated assumptions for revenue growth, profit margins, discount rate, and a lower future P/E multiple. What's in the News No recent company specific news items, periodical coverage, or key developments were provided in the available sources for GlobalWafers.내러티브 업데이트 • May 13
6488: Richer Margin Assumptions And Board Dividend Timing Will Restrain Future Upside
Analysts now see GlobalWafers' fair value at NT$613.38, up from NT$512.08. This reflects updated assumptions for higher revenue growth, a stronger profit margin outlook, a slightly lower discount rate, and a higher future P/E input.내러티브 업데이트 • Apr 29
6488: Lower Discount Rate And Dividend Prospects Will Support Stronger Fair Value
Analysts have adjusted their price target on GlobalWafers to reflect updated fair value estimates of around NT$673. This incorporates slightly different assumptions for the discount rate, revenue growth, profit margin, and forward P/E, which now feed into the refreshed view.내러티브 업데이트 • Apr 15
6488: Board Dividend Decision And Margin Outlook Will Shape Future Upside
Analysts now set their fair value estimate for GlobalWafers at roughly NT$512 per share, up from about NT$507 previously. The revised figure reflects updated assumptions that combine a slightly higher discount rate with lower revenue growth expectations, an improved profit margin outlook, and a modestly higher future P/E.내러티브 업데이트 • Mar 31
6488: Higher Future P/E Assumptions Will Support Stronger Fair Value
Analysts have slightly increased their fair value estimate for GlobalWafers from NT$686.18 to NT$687.02, reflecting updated views on revenue growth, profit margins, and future P/E assumptions. What's in the News A board meeting is scheduled for March 3, 2026, to approve GlobalWafers Co., Ltd.'s 2025 financial results (Key Developments).내러티브 업데이트 • Mar 17
6488: Board Dividend Decision And Higher P/E Assumptions Will Support Upside
Analysts have trimmed their price target on GlobalWafers slightly from NT$509.25 to about NT$506.69. This reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions.내러티브 업데이트 • Mar 03
6488: Stronger Margins And P/E Outlook Will Support Higher Fair Value
Analysts have nudged their price target on GlobalWafers higher to NT$686 from NT$679, reflecting refreshed assumptions around slightly stronger revenue growth, profit margins and a marginally higher future P/E multiple. Valuation Changes Fair Value: NT$686.18, up slightly from NT$678.87, reflecting modest tweaks to key inputs.내러티브 업데이트 • Feb 17
6488: Higher Fair Value And Future P/E Will Support A More Optimistic Outlook
Analysts have raised their price target on GlobalWafers to NT$678.87 from NT$667.31, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair Value: NT$678.87, slightly higher than the prior NT$667.31, reflecting modestly updated assumptions.내러티브 업데이트 • Feb 03
6488: Higher Future P/E Assumptions Will Support A More Optimistic Outlook
Analysts have raised their price target on GlobalWafers from NT$488.00 to about NT$667.31. The change is largely tied to updated fair value analysis that reflects a higher assumed future P/E multiple, while projected revenue growth and profit margin inputs have been slightly adjusted.내러티브 업데이트 • Jan 19
6488: Modest Assumption Tweaks Will Sustain Cautious Overvaluation Concern
Analysts have kept their price target for GlobalWafers steady at $400.0, citing only modest adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that did not justify a change in headline valuation. What's in the News Board meeting scheduled for November 4, 2025, with an agenda to approve GlobalWafers Co., Ltd.'s financial statements for the third quarter ended September 30, 2025 (Key Developments).내러티브 업데이트 • Jan 05
6488: Higher Margins And Board Review Will Support Balanced Medium Term Outlook
Analysts have lifted their price target on GlobalWafers to $400 from about $295, pointing to updated assumptions for revenue growth, profit margins, and a slightly higher future P/E multiple as key drivers of their revised view. What's in the News GlobalWafers has scheduled a board meeting for November 4, 2025, to review and approve its financial statements for the third quarter ended September 30, 2025 (Key Developments).내러티브 업데이트 • Dec 17
6488: Stable Margins And Earnings Multiple Will Support Long-Term Upside
Analysts have modestly raised their price target on GlobalWafers, citing a slightly higher assumed discount rate while maintaining essentially unchanged views on long term growth, margins, and valuation multiples. What's in the News Board meeting scheduled for November 4, 2025 to approve financial statements for the third quarter ended September 30, 2025 (company filing) Valuation Changes The fair value estimate remains unchanged at NT$509.25, indicating no revision to the intrinsic value assessment.내러티브 업데이트 • Dec 03
6488: Lower Risk Profile Will Support Long-Term Upside Potential
Analysts have nudged their price target for GlobalWafers slightly higher to TWD 509.25, reflecting modestly lower perceived risk and a marginally reduced future valuation multiple, while keeping long term growth and profitability expectations effectively unchanged. What's in the News The board of directors is scheduled to meet on November 4, 2025, to approve financial statements for the third quarter ended September 30, 2025 (company board meeting agenda).내러티브 업데이트 • Nov 18
6488: Rising Margins and Revenue Will Support Upside Potential
Analysts have raised their price target for GlobalWafers from $495.46 to $509.25. They cite improved forecasts for revenue growth and profit margins, despite a higher discount rate.내러티브 업데이트 • Nov 03
6488: Ongoing Wafer Expansion Will Sustain Momentum With Balanced Prospects Ahead
Analysts have slightly increased their price target for GlobalWafers, raising it by $0.00 to reflect subtle adjustments in the discount rate and other forecast drivers. Valuation Changes Fair Value remained unchanged at NT$495.46.내러티브 업데이트 • Oct 20
12-Inch Wafer Expansion Will Fuel Global Semiconductor Momentum
Narrative Update on GlobalWafers: Analyst Price Target Change Analysts have maintained their fair value estimate for GlobalWafers at $495.46. They cite consistency in key financial metrics and market outlook, with only slight refinements in underlying assumptions.내러티브 업데이트 • Oct 06
12-Inch Wafer Expansion Will Fuel Global Semiconductor Momentum
Analysts have raised their price target for GlobalWafers from $452.11 to $495.46. They cited improvements in the company's long-term revenue growth outlook and profit margins.내러티브 업데이트 • Sep 21
12-Inch Wafer Expansion Will Fuel Global Semiconductor Momentum
The upward revision in GlobalWafers’ analyst price target is supported by higher future P/E and improved revenue growth forecasts, resulting in an increased fair value estimate from NT$405.81 to NT$452.11. Valuation Changes Summary of Valuation Changes for GlobalWafers The Consensus Analyst Price Target has significantly risen from NT$405.81 to NT$452.11.내러티브 업데이트 • Sep 06
12-Inch Wafer Expansion Will Fuel Global Semiconductor Momentum
As both the discount rate and future P/E ratio for GlobalWafers remained essentially flat, the consensus analyst price target was unchanged at NT$405.81. Valuation Changes Summary of Valuation Changes for GlobalWafers The Consensus Analyst Price Target remained effectively unchanged, at NT$405.81.
새로운 내러티브 • Dec 04
Global Expansion And AI Focus Position The Company For Growth Amid Semiconductor Market Recovery
Strategic expansions and government subsidies in key markets are expected to boost revenue, profitability, and improve cash flow.주주 수익률
| 6488 | TW Semiconductor | TW 시장 | |
|---|---|---|---|
| 7D | -1.0% | -1.0% | -1.4% |
| 1Y | 174.1% | 127.2% | 87.5% |
수익률 대 산업: 6488은 지난 1년 동안 127.2%의 수익을 기록한 TW Semiconductor 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: 6488은 지난 1년 동안 87.5%를 기록한 TW 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| 6488 volatility | |
|---|---|
| 6488 Average Weekly Movement | 15.5% |
| Semiconductor Industry Average Movement | 9.8% |
| Market Average Movement | 6.4% |
| 10% most volatile stocks in TW Market | 11.8% |
| 10% least volatile stocks in TW Market | 2.7% |
안정적인 주가: 6488의 주가는 지난 3개월 동안 TW 시장보다 변동성이 컸습니다.
시간에 따른 변동성: 6488의 주간 변동성(16%)은 지난 1년 동안 안정적이었지만 TW 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1981 | n/a | Doris Hsu | www.sas-globalwafers.com |
는 자회사와 함께 대만 및 전 세계에서 반도체 잉곳과 웨이퍼를 연구, 설계, 개발, 제조합니다. 실리콘 잉곳과 어닐링, 에피택셜, 확산, 컴파운드, 폴리싱, SOI 웨이퍼를 제공합니다. 이 회사는 1981년에 설립되었으며 대만 신주시에 본사를 두고 있습니다.
GlobalWafers Co., Ltd. 기초 지표 요약
| 6488 기초 통계 | |
|---|---|
| 시가총액 | NT$482.89b |
| 순이익 (TTM) | NT$9.85b |
| 매출 (TTM) | NT$58.19b |
49.0x
주가수익비율(P/E)8.3x
주가매출비율(P/S)6488는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| 6488 손익계산서 (TTM) | |
|---|---|
| 매출 | NT$58.19b |
| 매출원가 | NT$45.75b |
| 총이익 | NT$12.44b |
| 기타 비용 | NT$2.59b |
| 순이익 | NT$9.85b |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 20.60 |
| 총이익률 | 21.38% |
| 순이익률 | 16.92% |
| 부채/자본 비율 | 73.9% |
6488의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
0.8%
현재 배당 수익률28%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/24 19:45 |
| 종가 | 2026/08/24 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
GlobalWafers Co., Ltd.는 19명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Mike Yang | BofA Global Research |
| null null | Capital Securities Corporation |
| Liyen Chen | Capital Securities Corporation |