Gudeng Equipment (6953) 주식 개요구덩 장비 유한회사는 포토마스크 이송 자동화 기술 솔루션을 제조 및 판매합니다. 자세히 보기6953 펀더멘털 분석스노우플레이크 점수가치 평가4/6미래 성장0/6과거 실적4/6재무 건전성5/6배당3/6강점공정 가치 추정치보다 낮은 47.2% 에서 거래지난 5년 동안 수입이 매년 2.6% 증가했습니다.위험 분석우리의 위험 점검에서 6953에 대한 위험이 감지되지 않았습니다.모든 위험 점검 보기6953 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW468,992 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA468,992 investors already sharing narrativesYour Fair ValueNT$Current PriceNT$228.0060.3% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01b2016201920222025202620282031Revenue NT$1.4bEarnings NT$292.0mAdvancedSet Fair ValueView all narrativesGudeng Equipment Co., LTD. 경쟁사Tian Zheng International Precision MachinerySymbol: TPEX:6654Market cap: NT$6.8bCertain Micro Application TechnologySymbol: TPEX:7899Market cap: NT$7.0bJih Lin TechnologySymbol: TWSE:5285Market cap: NT$7.7bNano Electronics and Micro System TechnologiesSymbol: TWSE:7730Market cap: NT$6.1b가격 이력 및 성과Gudeng Equipment 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가NT$228.0052주 최고가NT$299.0052주 최저가NT$173.00베타1.191개월 변동3.87%3개월 변동-13.14%1년 변동16.33%3년 변동-2.56%5년 변동n/aIPO 이후 변동-21.65%최근 뉴스 및 업데이트Reported Earnings • Aug 15Second quarter 2026 earnings released: EPS: NT$3.66 (vs NT$1.64 in 2Q 2025)Second quarter 2026 results: EPS: NT$3.66 (up from NT$1.64 in 2Q 2025). Revenue: NT$369.3m (up 7.0% from 2Q 2025). Net income: NT$109.8m (up 123% from 2Q 2025). Profit margin: 30% (up from 14% in 2Q 2025). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 5% per year.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$194, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 39x in the Semiconductor industry in Taiwan. Total loss to shareholders of 29% over the past three years.Reported Earnings • May 16First quarter 2026 earnings released: EPS: NT$1.00 (vs NT$1.53 in 1Q 2025)First quarter 2026 results: EPS: NT$1.00 (down from NT$1.53 in 1Q 2025). Revenue: NT$265.3m (up 7.5% from 1Q 2025). Net income: NT$37.8m (down 18% from 1Q 2025). Profit margin: 14% (down from 19% in 1Q 2025). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$240, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 42x in the Semiconductor industry in Taiwan. Total returns to shareholders of 50% over the past year.Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$7.99 (vs NT$8.25 in FY 2024)Full year 2025 results: EPS: NT$7.99 (down from NT$8.25 in FY 2024). Revenue: NT$1.32b (up 1.7% from FY 2024). Net income: NT$239.7m (flat on FY 2024). Profit margin: 18% (in line with FY 2024).Declared Dividend • Mar 14Dividend of NT$6.00 announcedDividend of NT$6.00 is the same as last year. Ex-date: 26th March 2026 Payment date: 30th April 2026 Dividend yield will be 2.7%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (78% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 44% per year over the past 3 years and payments have been stable during that time. Earnings per share has grown by 6.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.더 많은 업데이트 보기Recent updatesReported Earnings • Aug 15Second quarter 2026 earnings released: EPS: NT$3.66 (vs NT$1.64 in 2Q 2025)Second quarter 2026 results: EPS: NT$3.66 (up from NT$1.64 in 2Q 2025). Revenue: NT$369.3m (up 7.0% from 2Q 2025). Net income: NT$109.8m (up 123% from 2Q 2025). Profit margin: 30% (up from 14% in 2Q 2025). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 5% per year.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$194, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 39x in the Semiconductor industry in Taiwan. Total loss to shareholders of 29% over the past three years.Reported Earnings • May 16First quarter 2026 earnings released: EPS: NT$1.00 (vs NT$1.53 in 1Q 2025)First quarter 2026 results: EPS: NT$1.00 (down from NT$1.53 in 1Q 2025). Revenue: NT$265.3m (up 7.5% from 1Q 2025). Net income: NT$37.8m (down 18% from 1Q 2025). Profit margin: 14% (down from 19% in 1Q 2025). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$240, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 42x in the Semiconductor industry in Taiwan. Total returns to shareholders of 50% over the past year.Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$7.99 (vs NT$8.25 in FY 2024)Full year 2025 results: EPS: NT$7.99 (down from NT$8.25 in FY 2024). Revenue: NT$1.32b (up 1.7% from FY 2024). Net income: NT$239.7m (flat on FY 2024). Profit margin: 18% (in line with FY 2024).Declared Dividend • Mar 14Dividend of NT$6.00 announcedDividend of NT$6.00 is the same as last year. Ex-date: 26th March 2026 Payment date: 30th April 2026 Dividend yield will be 2.7%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (78% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 44% per year over the past 3 years and payments have been stable during that time. Earnings per share has grown by 6.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공고 • Mar 11Gudeng Equipment Co., LTD., Annual General Meeting, May 26, 2026Gudeng Equipment Co., LTD., Annual General Meeting, May 26, 2026, at 09:00 Taipei Standard Time. Location: 14 floor no,168, sec.2 fu hsing 3rd rd., jhubei city, hsinchu county TaiwanBoard Change • Mar 02Less 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. 9 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Director Jui-Ching Hu was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.New Risk • Jan 12New 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: 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).Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$260, the stock trades at a trailing P/E ratio of 33.7x. Average trailing P/E is 31x in the Semiconductor industry in Taiwan. Total returns to shareholders of 24% over the past year.New Risk • Nov 14New 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.7% average weekly change).Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$2.35 (vs NT$2.30 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.35 (up from NT$2.30 in 3Q 2024). Revenue: NT$337.3m (up 9.9% from 3Q 2024). Net income: NT$70.5m (up 2.3% from 3Q 2024). Profit margin: 21% (down from 23% in 3Q 2024). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$217, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 32x in the Semiconductor industry in Taiwan. Total loss to shareholders of 13% over the past year.Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: NT$1.64 (vs NT$1.86 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.64 (down from NT$1.86 in 2Q 2024). Revenue: NT$345.2m (down 4.6% from 2Q 2024). Net income: NT$49.3m (down 8.4% from 2Q 2024). Profit margin: 14% (in line with 2Q 2024).Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$1.53 (vs NT$1.87 in 1Q 2024)First quarter 2025 results: EPS: NT$1.53 (down from NT$1.87 in 1Q 2024). Revenue: NT$246.8m (down 26% from 1Q 2024). Net income: NT$46.0m (down 10.0% from 1Q 2024). Profit margin: 19% (up from 15% in 1Q 2024). The increase in margin was driven by lower expenses.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$161, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 46% over the past year.Reported Earnings • Mar 21Full year 2024 earnings released: EPS: NT$8.25 (vs NT$8.36 in FY 2023)Full year 2024 results: EPS: NT$8.25. Revenue: NT$1.30b (up 7.9% from FY 2023). Net income: NT$239.7m (up 5.0% from FY 2023). Profit margin: 18% (in line with FY 2023).Declared Dividend • Mar 07Dividend increased to NT$6.00Dividend of NT$6.00 is 33% higher than last year. Ex-date: 20th March 2025 Payment date: 28th May 2025 Dividend yield will be 2.8%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (88% cash payout ratio). The dividend has increased by an average of 50% per year over the past 2 years and payments have been stable during that time. Earnings per share has grown by 1.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공고 • Mar 06+ 1 more updateGudeng Equipment Co., LTD., Annual General Meeting, May 22, 2025Gudeng Equipment Co., LTD., Annual General Meeting, May 22, 2025, at 09:00 Taipei Standard Time. Location: 14 floor no,168, sec.2 fu hsing 3rd rd., jhubei city, hsinchu county TaiwanReported Earnings • Nov 17Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: NT$2.30 (down from NT$3.06 in 3Q 2023). Revenue: NT$307.0m (down 17% from 3Q 2023). Net income: NT$69.0m (down 17% from 3Q 2023). Profit margin: 23% (in line with 3Q 2023). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 26%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in Taiwan.Reported Earnings • Aug 08Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: NT$1.86 (down from NT$2.95 in 2Q 2023). Revenue: NT$361.8m (up 3.1% from 2Q 2023). Net income: NT$53.8m (down 33% from 2Q 2023). Profit margin: 15% (down from 23% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 77%. Earnings per share (EPS) also missed analyst estimates by 79%. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$224, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 18% over the past year.Buy Or Sell Opportunity • Jul 18Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.7% to NT$289. The fair value is estimated to be NT$386, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last year. Earnings per share has declined by 15%. Revenue is forecast to grow by 374% in a year. Earnings are forecast to grow by 377% in the next year.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$317, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 24x in the Semiconductor industry in Taiwan. Total returns to shareholders of 1.7% over the past year.Reported Earnings • May 11First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: NT$1.87 (down from NT$1.90 in 1Q 2023). Revenue: NT$331.4m (up 13% from 1Q 2023). Net income: NT$51.1m (down 1.4% from 1Q 2023). Profit margin: 15% (down from 18% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 78%. Earnings per share (EPS) also missed analyst estimates by 75%. Revenue is forecast to grow 58% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan.공고 • Mar 30Gudeng Equipment Co., LTD. has filed a Follow-on Equity Offering in the amount of TWD 27.17 million.Gudeng Equipment Co., LTD. has filed a Follow-on Equity Offering in the amount of TWD 27.17 million. Security Name: Shares Security Type: Common Stock Securities Offered: 126,372 Price\Range: TWD 215 Transaction Features: Subsequent Direct ListingReported Earnings • Mar 17Full year 2023 earnings released: EPS: NT$8.36 (vs NT$9.84 in FY 2022)Full year 2023 results: EPS: NT$8.36. Revenue: NT$1.21b (up 15% from FY 2022). Net income: NT$228.2m (up 12% from FY 2022). Profit margin: 19% (in line with FY 2022).공고 • Mar 07Gudeng Equipment Co., LTD., Annual General Meeting, May 22, 2024Gudeng Equipment Co., LTD., Annual General Meeting, May 22, 2024.Reported Earnings • Dec 28Third quarter 2023 earnings releasedThird quarter 2023 results: EPS: NT$3.06. Net income: NT$83.5m (up NT$83.5m from 3Q 2022).Buying Opportunity • Dec 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.0%. The fair value is estimated to be NT$291, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last year. Earnings per share has grown by 42%.New Risk • Nov 09New 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 5.6% 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. This is currently the only risk that has been identified for the company.Buying Opportunity • Sep 26Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be NT$289, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last year. Earnings per share has grown by 42%.Valuation Update With 7 Day Price Move • Aug 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$228, the stock trades at a trailing P/E ratio of 23.6x. Average trailing P/E is 17x in the Machinery industry in Taiwan.주주 수익률6953TW SemiconductorTW 시장7D0.9%-1.0%-1.4%1Y16.3%127.2%87.5%전체 주주 수익률 보기수익률 대 산업: 6953은 지난 1년 동안 127.2%의 수익을 기록한 TW Semiconductor 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 6953은 지난 1년 동안 87.5%를 기록한 TW 시장보다 저조한 성과를 냈습니다.주가 변동성Is 6953's price volatile compared to industry and market?6953 volatility6953 Average Weekly Movement6.5%Semiconductor Industry Average Movement9.8%Market Average Movement6.4%10% most volatile stocks in TW Market11.8%10% least volatile stocks in TW Market2.7%안정적인 주가: 6953는 지난 3개월 동안 TW 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 6953의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트2016n/aYin-Feng Chanwww.gdauto.com.tw구덩 장비는 포토마스크 이송 자동화 기술 솔루션을 제조 및 판매하는 회사입니다. 이 회사는 EUV 마스크 클리너, 하이엔드 포토마스크 이송, PVD 장비 기술 솔루션을 제공합니다. 이 회사는 2016년에 설립되었으며 대만 주베이에 본사를 두고 있습니다.더 보기Gudeng Equipment Co., LTD. 기초 지표 요약Gudeng Equipment의 순이익과 매출은 시가총액과 어떻게 비교됩니까?6953 기초 통계시가총액NT$6.84b순이익 (TTM)NT$291.99m매출 (TTM)NT$1.37b23.4x주가수익비율(P/E)5.0x주가매출비율(P/S)6953는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표6953 손익계산서 (TTM)매출NT$1.37b매출원가NT$700.78m총이익NT$666.15m기타 비용NT$374.17m순이익NT$291.99m최근 보고된 실적Jun 30, 2026다음 실적 발표일해당 없음주당순이익(EPS)9.73총이익률48.73%순이익률21.36%부채/자본 비율13.8%6953의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당2.6%현재 배당 수익률78%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/24 14:05종가2026/08/21 00:00수익2026/06/30연간 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 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 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Gudeng Equipment Co., LTD.는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Licheng ZhuangCapital Securities Corporation
Reported Earnings • Aug 15Second quarter 2026 earnings released: EPS: NT$3.66 (vs NT$1.64 in 2Q 2025)Second quarter 2026 results: EPS: NT$3.66 (up from NT$1.64 in 2Q 2025). Revenue: NT$369.3m (up 7.0% from 2Q 2025). Net income: NT$109.8m (up 123% from 2Q 2025). Profit margin: 30% (up from 14% in 2Q 2025). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 5% per year.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$194, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 39x in the Semiconductor industry in Taiwan. Total loss to shareholders of 29% over the past three years.
Reported Earnings • May 16First quarter 2026 earnings released: EPS: NT$1.00 (vs NT$1.53 in 1Q 2025)First quarter 2026 results: EPS: NT$1.00 (down from NT$1.53 in 1Q 2025). Revenue: NT$265.3m (up 7.5% from 1Q 2025). Net income: NT$37.8m (down 18% from 1Q 2025). Profit margin: 14% (down from 19% in 1Q 2025). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$240, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 42x in the Semiconductor industry in Taiwan. Total returns to shareholders of 50% over the past year.
Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$7.99 (vs NT$8.25 in FY 2024)Full year 2025 results: EPS: NT$7.99 (down from NT$8.25 in FY 2024). Revenue: NT$1.32b (up 1.7% from FY 2024). Net income: NT$239.7m (flat on FY 2024). Profit margin: 18% (in line with FY 2024).
Declared Dividend • Mar 14Dividend of NT$6.00 announcedDividend of NT$6.00 is the same as last year. Ex-date: 26th March 2026 Payment date: 30th April 2026 Dividend yield will be 2.7%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (78% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 44% per year over the past 3 years and payments have been stable during that time. Earnings per share has grown by 6.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 15Second quarter 2026 earnings released: EPS: NT$3.66 (vs NT$1.64 in 2Q 2025)Second quarter 2026 results: EPS: NT$3.66 (up from NT$1.64 in 2Q 2025). Revenue: NT$369.3m (up 7.0% from 2Q 2025). Net income: NT$109.8m (up 123% from 2Q 2025). Profit margin: 30% (up from 14% in 2Q 2025). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 5% per year.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$194, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 39x in the Semiconductor industry in Taiwan. Total loss to shareholders of 29% over the past three years.
Reported Earnings • May 16First quarter 2026 earnings released: EPS: NT$1.00 (vs NT$1.53 in 1Q 2025)First quarter 2026 results: EPS: NT$1.00 (down from NT$1.53 in 1Q 2025). Revenue: NT$265.3m (up 7.5% from 1Q 2025). Net income: NT$37.8m (down 18% from 1Q 2025). Profit margin: 14% (down from 19% in 1Q 2025). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$240, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 42x in the Semiconductor industry in Taiwan. Total returns to shareholders of 50% over the past year.
Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$7.99 (vs NT$8.25 in FY 2024)Full year 2025 results: EPS: NT$7.99 (down from NT$8.25 in FY 2024). Revenue: NT$1.32b (up 1.7% from FY 2024). Net income: NT$239.7m (flat on FY 2024). Profit margin: 18% (in line with FY 2024).
Declared Dividend • Mar 14Dividend of NT$6.00 announcedDividend of NT$6.00 is the same as last year. Ex-date: 26th March 2026 Payment date: 30th April 2026 Dividend yield will be 2.7%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (78% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 44% per year over the past 3 years and payments have been stable during that time. Earnings per share has grown by 6.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공고 • Mar 11Gudeng Equipment Co., LTD., Annual General Meeting, May 26, 2026Gudeng Equipment Co., LTD., Annual General Meeting, May 26, 2026, at 09:00 Taipei Standard Time. Location: 14 floor no,168, sec.2 fu hsing 3rd rd., jhubei city, hsinchu county Taiwan
Board Change • Mar 02Less 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. 9 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Director Jui-Ching Hu was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
New Risk • Jan 12New 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: 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).
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$260, the stock trades at a trailing P/E ratio of 33.7x. Average trailing P/E is 31x in the Semiconductor industry in Taiwan. Total returns to shareholders of 24% over the past year.
New Risk • Nov 14New 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.7% average weekly change).
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$2.35 (vs NT$2.30 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.35 (up from NT$2.30 in 3Q 2024). Revenue: NT$337.3m (up 9.9% from 3Q 2024). Net income: NT$70.5m (up 2.3% from 3Q 2024). Profit margin: 21% (down from 23% in 3Q 2024). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$217, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 32x in the Semiconductor industry in Taiwan. Total loss to shareholders of 13% over the past year.
Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: NT$1.64 (vs NT$1.86 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.64 (down from NT$1.86 in 2Q 2024). Revenue: NT$345.2m (down 4.6% from 2Q 2024). Net income: NT$49.3m (down 8.4% from 2Q 2024). Profit margin: 14% (in line with 2Q 2024).
Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$1.53 (vs NT$1.87 in 1Q 2024)First quarter 2025 results: EPS: NT$1.53 (down from NT$1.87 in 1Q 2024). Revenue: NT$246.8m (down 26% from 1Q 2024). Net income: NT$46.0m (down 10.0% from 1Q 2024). Profit margin: 19% (up from 15% in 1Q 2024). The increase in margin was driven by lower expenses.
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$161, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 46% over the past year.
Reported Earnings • Mar 21Full year 2024 earnings released: EPS: NT$8.25 (vs NT$8.36 in FY 2023)Full year 2024 results: EPS: NT$8.25. Revenue: NT$1.30b (up 7.9% from FY 2023). Net income: NT$239.7m (up 5.0% from FY 2023). Profit margin: 18% (in line with FY 2023).
Declared Dividend • Mar 07Dividend increased to NT$6.00Dividend of NT$6.00 is 33% higher than last year. Ex-date: 20th March 2025 Payment date: 28th May 2025 Dividend yield will be 2.8%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (88% cash payout ratio). The dividend has increased by an average of 50% per year over the past 2 years and payments have been stable during that time. Earnings per share has grown by 1.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공고 • Mar 06+ 1 more updateGudeng Equipment Co., LTD., Annual General Meeting, May 22, 2025Gudeng Equipment Co., LTD., Annual General Meeting, May 22, 2025, at 09:00 Taipei Standard Time. Location: 14 floor no,168, sec.2 fu hsing 3rd rd., jhubei city, hsinchu county Taiwan
Reported Earnings • Nov 17Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: NT$2.30 (down from NT$3.06 in 3Q 2023). Revenue: NT$307.0m (down 17% from 3Q 2023). Net income: NT$69.0m (down 17% from 3Q 2023). Profit margin: 23% (in line with 3Q 2023). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 26%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in Taiwan.
Reported Earnings • Aug 08Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: NT$1.86 (down from NT$2.95 in 2Q 2023). Revenue: NT$361.8m (up 3.1% from 2Q 2023). Net income: NT$53.8m (down 33% from 2Q 2023). Profit margin: 15% (down from 23% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 77%. Earnings per share (EPS) also missed analyst estimates by 79%. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$224, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total loss to shareholders of 18% over the past year.
Buy Or Sell Opportunity • Jul 18Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.7% to NT$289. The fair value is estimated to be NT$386, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last year. Earnings per share has declined by 15%. Revenue is forecast to grow by 374% in a year. Earnings are forecast to grow by 377% in the next year.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$317, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 24x in the Semiconductor industry in Taiwan. Total returns to shareholders of 1.7% over the past year.
Reported Earnings • May 11First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: NT$1.87 (down from NT$1.90 in 1Q 2023). Revenue: NT$331.4m (up 13% from 1Q 2023). Net income: NT$51.1m (down 1.4% from 1Q 2023). Profit margin: 15% (down from 18% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 78%. Earnings per share (EPS) also missed analyst estimates by 75%. Revenue is forecast to grow 58% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan.
공고 • Mar 30Gudeng Equipment Co., LTD. has filed a Follow-on Equity Offering in the amount of TWD 27.17 million.Gudeng Equipment Co., LTD. has filed a Follow-on Equity Offering in the amount of TWD 27.17 million. Security Name: Shares Security Type: Common Stock Securities Offered: 126,372 Price\Range: TWD 215 Transaction Features: Subsequent Direct Listing
Reported Earnings • Mar 17Full year 2023 earnings released: EPS: NT$8.36 (vs NT$9.84 in FY 2022)Full year 2023 results: EPS: NT$8.36. Revenue: NT$1.21b (up 15% from FY 2022). Net income: NT$228.2m (up 12% from FY 2022). Profit margin: 19% (in line with FY 2022).
공고 • Mar 07Gudeng Equipment Co., LTD., Annual General Meeting, May 22, 2024Gudeng Equipment Co., LTD., Annual General Meeting, May 22, 2024.
Reported Earnings • Dec 28Third quarter 2023 earnings releasedThird quarter 2023 results: EPS: NT$3.06. Net income: NT$83.5m (up NT$83.5m from 3Q 2022).
Buying Opportunity • Dec 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.0%. The fair value is estimated to be NT$291, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last year. Earnings per share has grown by 42%.
New Risk • Nov 09New 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 5.6% 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. This is currently the only risk that has been identified for the company.
Buying Opportunity • Sep 26Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be NT$289, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last year. Earnings per share has grown by 42%.
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$228, the stock trades at a trailing P/E ratio of 23.6x. Average trailing P/E is 17x in the Machinery industry in Taiwan.
