View ValuationSDI 향후 성장Future 기준 점검 3/6SDI (는) 각각 연간 45.3% 및 16.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 43.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.1% 로 예상됩니다.핵심 정보45.3%이익 성장률43.22%EPS 성장률Semiconductor 이익 성장26.4%매출 성장률16.6%향후 자기자본이익률16.15%애널리스트 커버리지Low마지막 업데이트09 Jun 2026최근 향후 성장 업데이트Major Estimate Revision • May 08Consensus EPS estimates increase by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$11.8b to NT$12.2b. EPS estimate increased from NT$4.31 to NT$5.50 per share. Net income forecast to grow 230% next year vs 55% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$106 to NT$126. Share price rose 19% to NT$183 over the past week.Major Estimate Revision • Apr 07Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from NT$12.3b to NT$11.8b. EPS estimate also fell from NT$5.08 per share to NT$4.31 per share. Net income forecast to grow 159% next year vs 47% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$106 unchanged from last update. Share price rose 15% to NT$109 over the past week.Price Target Changed • Jan 28Price target increased by 12% to NT$90.75Up from NT$80.75, the current price target is an average from 4 analysts. New target price is 5.8% below last closing price of NT$96.30. Stock is up 4.3% over the past year. The company is forecast to post earnings per share of NT$1.52 for next year compared to NT$3.71 last year.Major Estimate Revision • Oct 28Consensus EPS estimates increase by 15%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from NT$11.2b to NT$10.9b. EPS estimate rose from NT$2.79 to NT$3.20. Net income forecast to grow 99% next year vs 27% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$80.75 unchanged from last update. Share price rose 12% to NT$94.80 over the past week.Major Estimate Revision • Aug 15Consensus EPS estimates fall by 53%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from NT$2.53 to NT$1.18 per share. Revenue forecast steady at NT$10.7b. Net income forecast to shrink 42% next year vs 20% growth forecast for Semiconductor industry in Taiwan . Consensus price target of NT$81.00 unchanged from last update. Share price fell 4.2% to NT$77.50 over the past week.Major Estimate Revision • Aug 06Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from NT$3.20 to NT$2.53 per share. Revenue forecast steady at NT$10.6b. Net income forecast to shrink 8.6% next year vs 18% growth forecast for Semiconductor industry in Taiwan . Consensus price target broadly unchanged at NT$81.00. Share price fell 3.7% to NT$75.90 over the past week.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$175, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 28x in the Semiconductor industry in Taiwan. Total returns to shareholders of 52% over the past three years.Declared Dividend • May 23Dividend reduced to NT$1.10Dividend of NT$1.10 is 56% lower than last year. Ex-date: 4th August 2026 Payment date: 31st August 2026 Dividend yield will be 0.6%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 49%. Cash payout ratio: 62%.Reported Earnings • May 19First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: NT$1.22 (up from NT$0.62 in 1Q 2025). Revenue: NT$2.81b (up 11% from 1Q 2025). Net income: NT$221.7m (up 97% from 1Q 2025). Profit margin: 7.9% (up from 4.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Major Estimate Revision • May 08Consensus EPS estimates increase by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$11.8b to NT$12.2b. EPS estimate increased from NT$4.31 to NT$5.50 per share. Net income forecast to grow 230% next year vs 55% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$106 to NT$126. Share price rose 19% to NT$183 over the past week.New Risk • Apr 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 8.4% 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: Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Profit margins are more than 30% lower than last year (3.0% net profit margin).Major Estimate Revision • Apr 07Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from NT$12.3b to NT$11.8b. EPS estimate also fell from NT$5.08 per share to NT$4.31 per share. Net income forecast to grow 159% next year vs 47% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$106 unchanged from last update. Share price rose 15% to NT$109 over the past week.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$110, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total loss to shareholders of 10.0% over the past three years.Reported Earnings • Mar 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: NT$1.66 (down from NT$3.71 in FY 2024). Revenue: NT$10.2b (down 5.2% from FY 2024). Net income: NT$303.2m (down 55% from FY 2024). Profit margin: 3.0% (down from 6.2% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.4%. 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 fallen by 32% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.공시 • Mar 04SDI Corporation, Annual General Meeting, May 21, 2026SDI Corporation, Annual General Meeting, May 21, 2026, at 09:30 Taipei Standard Time. Location: no,260, sec.2 chang nan rd., changhua city TaiwanPrice Target Changed • Jan 28Price target increased by 12% to NT$90.75Up from NT$80.75, the current price target is an average from 4 analysts. New target price is 5.8% below last closing price of NT$96.30. Stock is up 4.3% over the past year. The company is forecast to post earnings per share of NT$1.52 for next year compared to NT$3.71 last year.Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$89.00, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 25x in the Semiconductor industry in Taiwan. Negligible returns to shareholders over past three years.Reported Earnings • Nov 13Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: NT$0.48 (down from NT$0.86 in 3Q 2024). Revenue: NT$2.54b (down 13% from 3Q 2024). Net income: NT$87.4m (down 44% from 3Q 2024). Profit margin: 3.4% (down from 5.4% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 52%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Oct 28Consensus EPS estimates increase by 15%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from NT$11.2b to NT$10.9b. EPS estimate rose from NT$2.79 to NT$3.20. Net income forecast to grow 99% next year vs 27% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$80.75 unchanged from last update. Share price rose 12% to NT$94.80 over the past week.New Risk • Oct 17New 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 126% Cash payout ratio: 311% Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (3.4% net profit margin).New Risk • Sep 04New 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 6.5% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 126% Cash payout ratio: 311% Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Profit margins are more than 30% lower than last year (3.4% net profit margin).Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$87.80, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$51.02 per share.Reported Earnings • Aug 17Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: NT$0.23 loss per share (down from NT$1.20 profit in 2Q 2024). Revenue: NT$2.59b (down 6.8% from 2Q 2024). Net loss: NT$42.4m (down 119% from profit in 2Q 2024). Revenue missed analyst estimates by 7.0%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Aug 15Consensus EPS estimates fall by 53%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from NT$2.53 to NT$1.18 per share. Revenue forecast steady at NT$10.7b. Net income forecast to shrink 42% next year vs 20% growth forecast for Semiconductor industry in Taiwan . Consensus price target of NT$81.00 unchanged from last update. Share price fell 4.2% to NT$77.50 over the past week.Major Estimate Revision • Aug 06Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from NT$3.20 to NT$2.53 per share. Revenue forecast steady at NT$10.6b. Net income forecast to shrink 8.6% next year vs 18% growth forecast for Semiconductor industry in Taiwan . Consensus price target broadly unchanged at NT$81.00. Share price fell 3.7% to NT$75.90 over the past week.Upcoming Dividend • Jul 24Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 31 July 2025. Payment date: 29 August 2025. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.1%).New Risk • Jun 17New 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 9.0% 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: Minor Risks Dividend is not well covered by cash flows (135% cash payout ratio). Share price has been volatile over the past 3 months (9.0% average weekly change).Price Target Changed • Jun 06Price target decreased by 15% to NT$80.75Down from NT$94.60, the current price target is an average from 4 analysts. New target price is 14% above last closing price of NT$70.70. Stock is down 53% over the past year. The company is forecast to post earnings per share of NT$3.72 for next year compared to NT$3.71 last year.Declared Dividend • May 31Dividend reduced to NT$2.50Dividend of NT$2.50 is 3.8% lower than last year. Ex-date: 31st July 2025 Payment date: 29th August 2025 Dividend yield will be 3.5%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (73% earnings payout ratio) but not covered by cash flows (135% cash payout ratio). The dividend has increased by an average of 1.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • May 30SDI Corporation Approves Cash Dividend for the Year 2024, Payable on August 29, 2025SDI Corporation at its shareholders meeting held on May 29, 2025, approved cash dividend of TWD 2.5 per shares, totally TWD 455,350,623 allocated for cash dividend for the year 2024. Ex-rights (ex-dividend) trading date: July 31, 2025, Ex-rights (ex-dividend) record date: August 8, 2025, Payment date of common stock cash dividend distribution: August 29, 2025.Reported Earnings • May 15First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: NT$0.62 (down from NT$0.90 in 1Q 2024). Revenue: NT$2.53b (up 5.8% from 1Q 2024). Net income: NT$112.5m (down 31% from 1Q 2024). Profit margin: 4.5% (down from 6.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 20% per year.Price Target Changed • May 13Price target decreased by 11% to NT$94.60Down from NT$107, the current price target is an average from 5 analysts. New target price is 27% above last closing price of NT$74.50. Stock is down 32% over the past year. The company is forecast to post earnings per share of NT$3.89 for next year compared to NT$3.71 last year.공시 • May 08SDI Corporation (TWSE:2351) agreed to acquire remaining 15.38% stake in Chao Shin Metal Industrial Corp. for TWD 47.5 million.SDI Corporation (TWSE:2351) agreed to acquire remaining 15.38% stake in Chao Shin Metal Industrial Corp. for TWD 47.5 million on May 7, 2025. Upon completion, SDI Corporation will own 100% stake in Chao Shin Metal Industrial Corp. SDI Corporation will use its own funds for the transaction. The transaction is subject to approval of offer by acquirer board. The expected completion of the transaction is by June 30, 2025. H.Y. CPA Firm acted as accountant for SDI Corporation.공시 • Apr 30SDI Corporation to Report Q1, 2025 Results on May 07, 2025SDI Corporation announced that they will report Q1, 2025 results on May 07, 2025New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.7% 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 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 (6.7% average weekly change).Valuation Update With 7 Day Price Move • Apr 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$83.10, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$36.70 per share.Reported Earnings • Mar 13Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: NT$3.71 (down from NT$4.08 in FY 2023). Revenue: NT$10.8b (flat on FY 2023). Net income: NT$675.1m (down 9.1% from FY 2023). Profit margin: 6.2% (down from 6.8% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 12% per year.공시 • Feb 27SDI Corporation, Annual General Meeting, May 29, 2025SDI Corporation, Annual General Meeting, May 29, 2025. Location: no,260, sec.2 chang nan rd., changhua city Taiwan공시 • Feb 19SDI Corporation to Report Q4, 2024 Results on Feb 26, 2025SDI Corporation announced that they will report Q4, 2024 results on Feb 26, 2025Buy Or Sell Opportunity • Jan 13Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 34% to NT$86.10. The fair value is estimated to be NT$108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 9.8%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 69% in the next 2 years.Major Estimate Revision • Dec 09Consensus EPS estimates increase by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from NT$10.8b to NT$11.4b. EPS estimate increased from NT$3.86 to NT$4.92 per share. Net income forecast to grow 41% next year vs 31% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$132 unchanged from last update. Share price was steady at NT$99.70 over the past week.Reported Earnings • Nov 13Third quarter 2024 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2024 results: EPS: NT$0.86 (down from NT$1.14 in 3Q 2023). Revenue: NT$2.91b (up 5.7% from 3Q 2023). Net income: NT$156.7m (down 25% from 3Q 2023). Profit margin: 5.4% (down from 7.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.Major Estimate Revision • Nov 07Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from NT$11.3b to NT$10.9b. EPS estimate also fell from NT$4.82 per share to NT$4.11 per share. Net income forecast to grow 30% next year vs 30% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$164 to NT$150. Share price fell 15% to NT$103 over the past week.New Risk • Nov 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.분석 기사 • Nov 06What You Can Learn From SDI Corporation's (TWSE:2351) P/E After Its 29% Share Price CrashSDI Corporation ( TWSE:2351 ) shares have had a horrible month, losing 29% after a relatively good period beforehand...Valuation Update With 7 Day Price Move • Nov 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$102, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total loss to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$108 per share.Price Target Changed • Nov 05Price target decreased by 8.9% to NT$150Down from NT$164, the current price target is an average from 6 analysts. New target price is 37% above last closing price of NT$109. Stock is up 0.9% over the past year. The company is forecast to post earnings per share of NT$4.34 for next year compared to NT$4.08 last year.공시 • Oct 25SDI Corporation to Report Q3, 2024 Results on Nov 01, 2024SDI Corporation announced that they will report Q3, 2024 results on Nov 01, 2024분석 기사 • Oct 15Here's What To Make Of SDI's (TWSE:2351) Decelerating Rates Of ReturnThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$152, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$150 per share.Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Independent Director Lan Ying Huang was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$140, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 23x in the Semiconductor industry in Taiwan. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$130 per share.Reported Earnings • Aug 11Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: NT$1.20 (up from NT$1.11 in 2Q 2023). Revenue: NT$2.78b (down 1.4% from 2Q 2023). Net income: NT$218.8m (up 8.0% from 2Q 2023). Profit margin: 7.9% (up from 7.2% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 5% per year.Buy Or Sell Opportunity • Jul 30Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to NT$122. The fair value is estimated to be NT$98.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 4.3%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 88% in the next 2 years.Upcoming Dividend • Jul 25Upcoming dividend of NT$2.60 per shareEligible shareholders must have bought the stock before 01 August 2024. Payment date: 30 August 2024. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (4.3%). In line with average of industry peers (2.0%).공시 • Jul 25SDI Corporation to Report Q2, 2024 Results on Aug 02, 2024SDI Corporation announced that they will report Q2, 2024 results on Aug 02, 2024분석 기사 • Jul 22SDI (TWSE:2351) Is Paying Out Less In Dividends Than Last YearSDI Corporation's ( TWSE:2351 ) dividend is being reduced from last year's payment covering the same period to NT$2.60...분석 기사 • Jul 18Is Now The Time To Look At Buying SDI Corporation (TWSE:2351)?SDI Corporation ( TWSE:2351 ), might not be a large cap stock, but it led the TWSE gainers with a relatively large...Price Target Changed • Jun 28Price target increased by 9.8% to NT$141Up from NT$128, the current price target is an average from 4 analysts. New target price is 9.8% above last closing price of NT$128. Stock is down 1.5% over the past year. The company is forecast to post earnings per share of NT$5.01 for next year compared to NT$4.08 last year.분석 기사 • Jun 19SDI (TWSE:2351) Is Paying Out Less In Dividends Than Last YearSDI Corporation ( TWSE:2351 ) is reducing its dividend from last year's comparable payment to NT$2.60 on the 30th of...Valuation Update With 7 Day Price Move • Jun 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$138, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 23x in the Semiconductor industry in Taiwan. Total returns to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$68.82 per share.Board Change • Jun 08Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Lan Ying Huang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$144, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$75.40 per share.분석 기사 • Jun 02SDI's (TWSE:2351) Shareholders Will Receive A Smaller Dividend Than Last YearSDI Corporation ( TWSE:2351 ) has announced that on 30th of August, it will be paying a dividend ofNT$2.60, which a...공시 • Jun 01+ 2 more updatesSDI Corporation Announces Cash Dividends for the Year 2023, Payable on August 30, 2024SDI Corporation announced cash dividends for 2023 earnings distribution plan: Type and monetary amount of common stock dividend distribution of TWD 2.6 of cash dividend per shares; totally TWD 473,564,647 allocated for cash dividend. Ex-rights (ex-dividend) trading date is August 1, 2024. Ex-rights (ex-dividend) record date is August 9, 2024. The payment date of common stock cash dividend distribution is August 30, 2024.공시 • May 31SDI Corporation Announces Remuneration Committee ChangesSDI Corporation announced board resolution to appoint members of the sixth term of remuneration committee: Name of the previous position holder: Independent Director: Wen-i Chiang; Independent Director: Kuo-tsao Tseng; Independent Director: Tsung-ting Chung. Resume of the previous position holder: Independent Director: Wen-i Chiang(CPA); Independent Director: Kuo-tsao Tseng(CPA); Independent Director: Tsung-ting Chung(PhD in International Relations from Denver University, USA Professor in Business Management Department, National Yunlin Technology University). Name of the new position holder: Independent Director: Tsung-ting Chung; Independent Director: Kuo-tsao Tseng; Independent Director: Lan-ying Huang. Resume of the new position holder: Independent Director: Tsung-ting Chung(PhD in International Relations from Denver University, USA Professor in Business Management Department, National Yunlin Technology University); Independent Director: Kuo-tsao Tseng (CPA); Independent Director: Lan-ying Huang (Professor in Department of Business Administration, National Changhua University of Education). Effective date of the new member is May 30, 2024.분석 기사 • May 22SDI Corporation's (TWSE:2351) 26% Jump Shows Its Popularity With InvestorsSDI Corporation ( TWSE:2351 ) shareholders would be excited to see that the share price has had a great month, posting...Reported Earnings • May 15First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: NT$0.90 (down from NT$1.21 in 1Q 2023). Revenue: NT$2.39b (down 11% from 1Q 2023). Net income: NT$164.0m (down 26% from 1Q 2023). Profit margin: 6.9% (down from 8.2% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 16%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.공시 • Apr 28SDI Corporation to Report Q1, 2024 Results on May 03, 2024SDI Corporation announced that they will report Q1, 2024 results on May 03, 2024Major Estimate Revision • Mar 22Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from NT$11.7b to NT$11.1b. EPS estimate also fell from NT$4.82 per share to NT$4.21 per share. Net income forecast to grow 3.3% next year vs 24% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$122 to NT$117. Share price was steady at NT$98.60 over the past week.Reported Earnings • Mar 08Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: NT$4.08 (down from NT$5.16 in FY 2022). Revenue: NT$10.9b (down 7.4% from FY 2022). Net income: NT$742.8m (down 21% from FY 2022). Profit margin: 6.8% (down from 8.0% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.3%. Revenue is forecast to grow 8.4% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공시 • Feb 24SDI Corporation, Annual General Meeting, May 30, 2024SDI Corporation, Annual General Meeting, May 30, 2024. Location: Conference Room of SDI Building (3F,No.260, Sec. 2 Chang Nan Road) Chang Hua Taiwan Agenda: To consider the 2023 operation results; to consider the audit committee review opinions on 2023 annual final accounting books and statements; to consider the distribution of Remuneration to Employees and Directors of 2023; to consider Collection of 2023 remuneration to the directors; to consider the adoption of the 2023 annual Business Report and Financial Statements; to consider the adoption of the 2023 Earnings Distribution; to approve the amendments to the articles of Incorporation; to approve the amendments to rules of Procedure for Shareholders Meetings; to consider the election of Directors including Independent Directors; and to consider the release the prohibition on directors from participation in competition businesses.Price Target Changed • Nov 23Price target increased by 7.5% to NT$119Up from NT$110, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of NT$118. Stock is up 20% over the past year. The company is forecast to post earnings per share of NT$4.43 for next year compared to NT$5.16 last year.Price Target Changed • Nov 22Price target increased by 13% to NT$117Up from NT$104, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of NT$118. Stock is up 22% over the past year. The company is forecast to post earnings per share of NT$4.50 for next year compared to NT$5.16 last year.Reported Earnings • Nov 11Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: EPS: NT$1.14 (down from NT$1.41 in 3Q 2022). Revenue: NT$2.75b (down 8.3% from 3Q 2022). Net income: NT$208.0m (down 19% from 3Q 2022). Profit margin: 7.6% (down from 8.5% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.5%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 15Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: NT$1.11 (down from NT$1.54 in 2Q 2022). Revenue: NT$2.82b (down 8.5% from 2Q 2022). Net income: NT$202.6m (down 28% from 2Q 2022). Profit margin: 7.2% (down from 9.1% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 35%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 27Upcoming dividend of NT$3.20 per share at 3.0% yieldEligible shareholders must have bought the stock before 03 August 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (3.2%).Valuation Update With 7 Day Price Move • Jul 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$107, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 20x in the Semiconductor industry in Taiwan. Total returns to shareholders of 132% over the past three years.Major Estimate Revision • Jul 19Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$11.9b to NT$11.1b. EPS estimate also fell from NT$5.53 per share to NT$4.31 per share. Net income forecast to shrink 10% next year vs 14% decline forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$142 to NT$115. Share price fell 14% to NT$112 over the past week.Reported Earnings • Jul 13First quarter 2023 earnings: EPS exceeds analyst expectationsFirst quarter 2023 results: EPS: NT$1.21 (down from NT$1.38 in 1Q 2022). Revenue: NT$2.69b (down 3.8% from 1Q 2022). Net income: NT$221.0m (down 12% from 1Q 2022). Profit margin: 8.2% (down from 9.0% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.6%. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 40% per year whereas the company’s share price has increased by 38% per year.공시 • May 31Sdi Corporation Announces Cash Dividend for the Year 2022, Payable on August 31, 2023SDI Corporation announced Company's ex-dividend record date of cash dividends for 2022 earnings distribution plan. Date of the resolution by the board of directors or shareholders meeting or decision by the Company: May 30, 2023. Type and monetary amount of dividend distribution: TWD 3.2 of cash dividend per shares; totally TWD 582,848,797 allocated for cash dividend. Ex-rights (ex-dividend) trading date: August 3, 2023. Ex-rights (ex-dividend) record date: August 10, 2023. Payment date of cash dividend distribution: August 31, 2023.Price Target Changed • Mar 24Price target increased by 9.2% to NT$149Up from NT$137, the current price target is an average from 4 analysts. New target price is 12% above last closing price of NT$134. Stock is down 6.3% over the past year. The company is forecast to post earnings per share of NT$6.57 for next year compared to NT$5.16 last year.Valuation Update With 7 Day Price Move • Jan 31Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$114, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 14x in the Semiconductor industry in Taiwan. Total returns to shareholders of 99% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$48.23 per share.Price Target Changed • Nov 16Price target decreased to NT$130Down from NT$142, the current price target is an average from 4 analysts. New target price is 27% above last closing price of NT$103. Stock is down 41% over the past year. The company is forecast to post earnings per share of NT$5.40 for next year compared to NT$4.68 last year.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Kuo-Tsao Tseng was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: NT$1.41 (up from NT$1.30 in 3Q 2021). Revenue: NT$3.00b (up 3.4% from 3Q 2021). Net income: NT$256.0m (up 8.0% from 3Q 2021). Profit margin: 8.5% (up from 8.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.9%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Price Target Changed • Nov 11Price target decreased to NT$130Down from NT$142, the current price target is an average from 4 analysts. New target price is 38% above last closing price of NT$94.00. Stock is down 41% over the past year. The company is forecast to post earnings per share of NT$5.40 for next year compared to NT$4.68 last year.Buying Opportunity • Oct 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be NT$121, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 28% in 2 years. Earnings is forecast to grow by 48% in the next 2 years.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$114, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Semiconductor industry in Taiwan. Total returns to shareholders of 98% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$137 per share.Buying Opportunity • Sep 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be NT$137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 28% in 2 years. Earnings is forecast to grow by 50% in the next 2 years.Reported Earnings • Aug 13Second quarter 2022 earnings: EPS in line with expectations, revenues disappointSecond quarter 2022 results: EPS: NT$1.54 (up from NT$1.23 in 2Q 2021). Revenue: NT$3.09b (up 12% from 2Q 2021). Net income: NT$280.2m (up 25% from 2Q 2021). Profit margin: 9.1% (up from 8.1% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 14%, compared to a 20% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 27Upcoming dividend of NT$3.00 per shareEligible shareholders must have bought the stock before 03 August 2022. Payment date: 30 August 2022. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (6.7%). Lower than average of industry peers (3.7%).Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$110, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 9x in the Semiconductor industry in Taiwan. Total returns to shareholders of 88% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$176 per share.Price Target Changed • Jul 08Price target decreased to NT$138Down from NT$161, the current price target is an average from 4 analysts. New target price is 42% above last closing price of NT$97.10. Stock is down 35% over the past year. The company is forecast to post earnings per share of NT$6.14 for next year compared to NT$4.68 last year.Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to NT$106, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 9x in the Semiconductor industry in Taiwan. Total returns to shareholders of 75% over the past three years.Buying Opportunity • Jun 14Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be NT$182, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has grown by 8.8%. Revenue is forecast to grow by 37% in 2 years. Earnings is forecast to grow by 84% in the next 2 years.공시 • May 28SDI Corporation Announces Cash Dividend for the Year 2021SDI Corporation announced Company's ex-dividend record date of cash dividends for 2021 earnings distribution plan. Date of the resolution by the board of directors or shareholders meeting or decision by the Company: May 27, 2022. Type and monetary amount of dividend distribution: TWD 3 of cash dividend per shares; totally TWD 546,420,747 allocated for cash dividend. Ex-rights (ex-dividend) trading date: August 3, 2022. Ex-rights (ex-dividend) record date: August 9, 2022.Board Change • May 11Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Kuo-Tsao Tseng was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • May 11First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$1.38 (up from NT$1.02 in 1Q 2021). Revenue: NT$2.79b (up 14% from 1Q 2021). Net income: NT$251.5m (up 36% from 1Q 2021). Profit margin: 9.0% (up from 7.5% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 12%. Over the next year, revenue is forecast to grow 15%, compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.이익 및 매출 성장 예측TWSE:2351 - 애널리스트 향후 추정치 및 과거 재무 데이터 (TWD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202817,6941,8067261,626112/31/202713,9551,2934891,405412/31/202612,264871-92837243/31/202610,5264123221,301N/A12/31/202510,2473033161,284N/A9/30/202510,4002933431,128N/A6/30/202510,762363147924N/A3/31/202510,9526243381,010N/A12/31/202410,8156755831,190N/A9/30/202410,6776514901,069N/A6/30/202410,5207027411,224N/A3/31/202410,5606869361,554N/A12/31/202310,8577431,0211,726N/A9/30/202311,1067841,5142,250N/A6/30/202311,3558321,7742,585N/A3/31/202311,6179101,5192,304N/A12/31/202211,7249411,1691,996N/A9/30/202211,9119941481,238N/A6/30/202211,814975-709542N/A3/31/202211,492919-1,069204N/A12/31/202111,153852-680521N/A9/30/202110,448784-85816N/A6/30/20219,679640213941N/A3/31/20218,9634865231,098N/A12/31/20208,4513495661,067N/A9/30/20208,2742666061,131N/A6/30/20208,2722997601,177N/A3/31/20208,5123866731,140N/A12/31/20198,839492N/A1,028N/A9/30/20199,251641N/A1,018N/A6/30/20199,867742N/A1,313N/A3/31/201910,269828N/A1,713N/A12/31/201810,416829N/A1,635N/A9/30/201810,270794N/A1,512N/A6/30/20189,992780N/A1,259N/A3/31/20189,705716N/A1,014N/A12/31/20179,581716N/A771N/A9/30/20179,406750N/A1,004N/A6/30/20179,245728N/A1,048N/A3/31/20179,036728N/A1,245N/A12/31/20168,806728N/A1,507N/A9/30/20168,627631N/A1,773N/A6/30/20168,477638N/A1,835N/A3/31/20168,636581N/A1,794N/A12/31/20158,793575N/A1,647N/A9/30/20159,138670N/A1,284N/A6/30/20159,635697N/A1,180N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 2351 의 연간 예상 수익 증가율(45.3%)이 saving rate(1.3%)보다 높습니다.수익 vs 시장: 2351 의 연간 수익(45.3%)이 TW 시장(25.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 2351 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 2351 의 수익(연간 16.6%)이 TW 시장(연간 18.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 2351 의 수익(연간 16.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 2351의 자본 수익률은 3년 후 16.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/12 15:10종가2026/06/12 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 소스SDI Corporation는 10명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Sam KaoCLSA SinopacHelen ChienDaiwa Securities Co. Ltd.null nullKGI Securities Co. Ltd.7명의 분석가 더 보기
Major Estimate Revision • May 08Consensus EPS estimates increase by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$11.8b to NT$12.2b. EPS estimate increased from NT$4.31 to NT$5.50 per share. Net income forecast to grow 230% next year vs 55% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$106 to NT$126. Share price rose 19% to NT$183 over the past week.
Major Estimate Revision • Apr 07Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from NT$12.3b to NT$11.8b. EPS estimate also fell from NT$5.08 per share to NT$4.31 per share. Net income forecast to grow 159% next year vs 47% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$106 unchanged from last update. Share price rose 15% to NT$109 over the past week.
Price Target Changed • Jan 28Price target increased by 12% to NT$90.75Up from NT$80.75, the current price target is an average from 4 analysts. New target price is 5.8% below last closing price of NT$96.30. Stock is up 4.3% over the past year. The company is forecast to post earnings per share of NT$1.52 for next year compared to NT$3.71 last year.
Major Estimate Revision • Oct 28Consensus EPS estimates increase by 15%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from NT$11.2b to NT$10.9b. EPS estimate rose from NT$2.79 to NT$3.20. Net income forecast to grow 99% next year vs 27% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$80.75 unchanged from last update. Share price rose 12% to NT$94.80 over the past week.
Major Estimate Revision • Aug 15Consensus EPS estimates fall by 53%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from NT$2.53 to NT$1.18 per share. Revenue forecast steady at NT$10.7b. Net income forecast to shrink 42% next year vs 20% growth forecast for Semiconductor industry in Taiwan . Consensus price target of NT$81.00 unchanged from last update. Share price fell 4.2% to NT$77.50 over the past week.
Major Estimate Revision • Aug 06Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from NT$3.20 to NT$2.53 per share. Revenue forecast steady at NT$10.6b. Net income forecast to shrink 8.6% next year vs 18% growth forecast for Semiconductor industry in Taiwan . Consensus price target broadly unchanged at NT$81.00. Share price fell 3.7% to NT$75.90 over the past week.
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$175, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 28x in the Semiconductor industry in Taiwan. Total returns to shareholders of 52% over the past three years.
Declared Dividend • May 23Dividend reduced to NT$1.10Dividend of NT$1.10 is 56% lower than last year. Ex-date: 4th August 2026 Payment date: 31st August 2026 Dividend yield will be 0.6%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 49%. Cash payout ratio: 62%.
Reported Earnings • May 19First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: NT$1.22 (up from NT$0.62 in 1Q 2025). Revenue: NT$2.81b (up 11% from 1Q 2025). Net income: NT$221.7m (up 97% from 1Q 2025). Profit margin: 7.9% (up from 4.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Major Estimate Revision • May 08Consensus EPS estimates increase by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from NT$11.8b to NT$12.2b. EPS estimate increased from NT$4.31 to NT$5.50 per share. Net income forecast to grow 230% next year vs 55% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$106 to NT$126. Share price rose 19% to NT$183 over the past week.
New Risk • Apr 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 8.4% 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: Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Profit margins are more than 30% lower than last year (3.0% net profit margin).
Major Estimate Revision • Apr 07Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from NT$12.3b to NT$11.8b. EPS estimate also fell from NT$5.08 per share to NT$4.31 per share. Net income forecast to grow 159% next year vs 47% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$106 unchanged from last update. Share price rose 15% to NT$109 over the past week.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$110, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total loss to shareholders of 10.0% over the past three years.
Reported Earnings • Mar 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: NT$1.66 (down from NT$3.71 in FY 2024). Revenue: NT$10.2b (down 5.2% from FY 2024). Net income: NT$303.2m (down 55% from FY 2024). Profit margin: 3.0% (down from 6.2% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.4%. 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 fallen by 32% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
공시 • Mar 04SDI Corporation, Annual General Meeting, May 21, 2026SDI Corporation, Annual General Meeting, May 21, 2026, at 09:30 Taipei Standard Time. Location: no,260, sec.2 chang nan rd., changhua city Taiwan
Price Target Changed • Jan 28Price target increased by 12% to NT$90.75Up from NT$80.75, the current price target is an average from 4 analysts. New target price is 5.8% below last closing price of NT$96.30. Stock is up 4.3% over the past year. The company is forecast to post earnings per share of NT$1.52 for next year compared to NT$3.71 last year.
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$89.00, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 25x in the Semiconductor industry in Taiwan. Negligible returns to shareholders over past three years.
Reported Earnings • Nov 13Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: NT$0.48 (down from NT$0.86 in 3Q 2024). Revenue: NT$2.54b (down 13% from 3Q 2024). Net income: NT$87.4m (down 44% from 3Q 2024). Profit margin: 3.4% (down from 5.4% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 52%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Oct 28Consensus EPS estimates increase by 15%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from NT$11.2b to NT$10.9b. EPS estimate rose from NT$2.79 to NT$3.20. Net income forecast to grow 99% next year vs 27% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$80.75 unchanged from last update. Share price rose 12% to NT$94.80 over the past week.
New Risk • Oct 17New 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 126% Cash payout ratio: 311% Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (3.4% net profit margin).
New Risk • Sep 04New 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 6.5% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 126% Cash payout ratio: 311% Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Profit margins are more than 30% lower than last year (3.4% net profit margin).
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$87.80, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$51.02 per share.
Reported Earnings • Aug 17Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: NT$0.23 loss per share (down from NT$1.20 profit in 2Q 2024). Revenue: NT$2.59b (down 6.8% from 2Q 2024). Net loss: NT$42.4m (down 119% from profit in 2Q 2024). Revenue missed analyst estimates by 7.0%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Aug 15Consensus EPS estimates fall by 53%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from NT$2.53 to NT$1.18 per share. Revenue forecast steady at NT$10.7b. Net income forecast to shrink 42% next year vs 20% growth forecast for Semiconductor industry in Taiwan . Consensus price target of NT$81.00 unchanged from last update. Share price fell 4.2% to NT$77.50 over the past week.
Major Estimate Revision • Aug 06Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from NT$3.20 to NT$2.53 per share. Revenue forecast steady at NT$10.6b. Net income forecast to shrink 8.6% next year vs 18% growth forecast for Semiconductor industry in Taiwan . Consensus price target broadly unchanged at NT$81.00. Share price fell 3.7% to NT$75.90 over the past week.
Upcoming Dividend • Jul 24Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 31 July 2025. Payment date: 29 August 2025. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.1%).
New Risk • Jun 17New 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 9.0% 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: Minor Risks Dividend is not well covered by cash flows (135% cash payout ratio). Share price has been volatile over the past 3 months (9.0% average weekly change).
Price Target Changed • Jun 06Price target decreased by 15% to NT$80.75Down from NT$94.60, the current price target is an average from 4 analysts. New target price is 14% above last closing price of NT$70.70. Stock is down 53% over the past year. The company is forecast to post earnings per share of NT$3.72 for next year compared to NT$3.71 last year.
Declared Dividend • May 31Dividend reduced to NT$2.50Dividend of NT$2.50 is 3.8% lower than last year. Ex-date: 31st July 2025 Payment date: 29th August 2025 Dividend yield will be 3.5%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (73% earnings payout ratio) but not covered by cash flows (135% cash payout ratio). The dividend has increased by an average of 1.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 30SDI Corporation Approves Cash Dividend for the Year 2024, Payable on August 29, 2025SDI Corporation at its shareholders meeting held on May 29, 2025, approved cash dividend of TWD 2.5 per shares, totally TWD 455,350,623 allocated for cash dividend for the year 2024. Ex-rights (ex-dividend) trading date: July 31, 2025, Ex-rights (ex-dividend) record date: August 8, 2025, Payment date of common stock cash dividend distribution: August 29, 2025.
Reported Earnings • May 15First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: NT$0.62 (down from NT$0.90 in 1Q 2024). Revenue: NT$2.53b (up 5.8% from 1Q 2024). Net income: NT$112.5m (down 31% from 1Q 2024). Profit margin: 4.5% (down from 6.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 20% per year.
Price Target Changed • May 13Price target decreased by 11% to NT$94.60Down from NT$107, the current price target is an average from 5 analysts. New target price is 27% above last closing price of NT$74.50. Stock is down 32% over the past year. The company is forecast to post earnings per share of NT$3.89 for next year compared to NT$3.71 last year.
공시 • May 08SDI Corporation (TWSE:2351) agreed to acquire remaining 15.38% stake in Chao Shin Metal Industrial Corp. for TWD 47.5 million.SDI Corporation (TWSE:2351) agreed to acquire remaining 15.38% stake in Chao Shin Metal Industrial Corp. for TWD 47.5 million on May 7, 2025. Upon completion, SDI Corporation will own 100% stake in Chao Shin Metal Industrial Corp. SDI Corporation will use its own funds for the transaction. The transaction is subject to approval of offer by acquirer board. The expected completion of the transaction is by June 30, 2025. H.Y. CPA Firm acted as accountant for SDI Corporation.
공시 • Apr 30SDI Corporation to Report Q1, 2025 Results on May 07, 2025SDI Corporation announced that they will report Q1, 2025 results on May 07, 2025
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.7% 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 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 (6.7% average weekly change).
Valuation Update With 7 Day Price Move • Apr 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$83.10, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$36.70 per share.
Reported Earnings • Mar 13Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: NT$3.71 (down from NT$4.08 in FY 2023). Revenue: NT$10.8b (flat on FY 2023). Net income: NT$675.1m (down 9.1% from FY 2023). Profit margin: 6.2% (down from 6.8% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 12% per year.
공시 • Feb 27SDI Corporation, Annual General Meeting, May 29, 2025SDI Corporation, Annual General Meeting, May 29, 2025. Location: no,260, sec.2 chang nan rd., changhua city Taiwan
공시 • Feb 19SDI Corporation to Report Q4, 2024 Results on Feb 26, 2025SDI Corporation announced that they will report Q4, 2024 results on Feb 26, 2025
Buy Or Sell Opportunity • Jan 13Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 34% to NT$86.10. The fair value is estimated to be NT$108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 9.8%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 69% in the next 2 years.
Major Estimate Revision • Dec 09Consensus EPS estimates increase by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from NT$10.8b to NT$11.4b. EPS estimate increased from NT$3.86 to NT$4.92 per share. Net income forecast to grow 41% next year vs 31% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$132 unchanged from last update. Share price was steady at NT$99.70 over the past week.
Reported Earnings • Nov 13Third quarter 2024 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2024 results: EPS: NT$0.86 (down from NT$1.14 in 3Q 2023). Revenue: NT$2.91b (up 5.7% from 3Q 2023). Net income: NT$156.7m (down 25% from 3Q 2023). Profit margin: 5.4% (down from 7.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
Major Estimate Revision • Nov 07Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from NT$11.3b to NT$10.9b. EPS estimate also fell from NT$4.82 per share to NT$4.11 per share. Net income forecast to grow 30% next year vs 30% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$164 to NT$150. Share price fell 15% to NT$103 over the past week.
New Risk • Nov 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
분석 기사 • Nov 06What You Can Learn From SDI Corporation's (TWSE:2351) P/E After Its 29% Share Price CrashSDI Corporation ( TWSE:2351 ) shares have had a horrible month, losing 29% after a relatively good period beforehand...
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$102, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total loss to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$108 per share.
Price Target Changed • Nov 05Price target decreased by 8.9% to NT$150Down from NT$164, the current price target is an average from 6 analysts. New target price is 37% above last closing price of NT$109. Stock is up 0.9% over the past year. The company is forecast to post earnings per share of NT$4.34 for next year compared to NT$4.08 last year.
공시 • Oct 25SDI Corporation to Report Q3, 2024 Results on Nov 01, 2024SDI Corporation announced that they will report Q3, 2024 results on Nov 01, 2024
분석 기사 • Oct 15Here's What To Make Of SDI's (TWSE:2351) Decelerating Rates Of ReturnThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$152, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$150 per share.
Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Independent Director Lan Ying Huang was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$140, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 23x in the Semiconductor industry in Taiwan. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$130 per share.
Reported Earnings • Aug 11Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: NT$1.20 (up from NT$1.11 in 2Q 2023). Revenue: NT$2.78b (down 1.4% from 2Q 2023). Net income: NT$218.8m (up 8.0% from 2Q 2023). Profit margin: 7.9% (up from 7.2% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 5% per year.
Buy Or Sell Opportunity • Jul 30Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to NT$122. The fair value is estimated to be NT$98.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 4.3%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 88% in the next 2 years.
Upcoming Dividend • Jul 25Upcoming dividend of NT$2.60 per shareEligible shareholders must have bought the stock before 01 August 2024. Payment date: 30 August 2024. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (4.3%). In line with average of industry peers (2.0%).
공시 • Jul 25SDI Corporation to Report Q2, 2024 Results on Aug 02, 2024SDI Corporation announced that they will report Q2, 2024 results on Aug 02, 2024
분석 기사 • Jul 22SDI (TWSE:2351) Is Paying Out Less In Dividends Than Last YearSDI Corporation's ( TWSE:2351 ) dividend is being reduced from last year's payment covering the same period to NT$2.60...
분석 기사 • Jul 18Is Now The Time To Look At Buying SDI Corporation (TWSE:2351)?SDI Corporation ( TWSE:2351 ), might not be a large cap stock, but it led the TWSE gainers with a relatively large...
Price Target Changed • Jun 28Price target increased by 9.8% to NT$141Up from NT$128, the current price target is an average from 4 analysts. New target price is 9.8% above last closing price of NT$128. Stock is down 1.5% over the past year. The company is forecast to post earnings per share of NT$5.01 for next year compared to NT$4.08 last year.
분석 기사 • Jun 19SDI (TWSE:2351) Is Paying Out Less In Dividends Than Last YearSDI Corporation ( TWSE:2351 ) is reducing its dividend from last year's comparable payment to NT$2.60 on the 30th of...
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$138, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 23x in the Semiconductor industry in Taiwan. Total returns to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$68.82 per share.
Board Change • Jun 08Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Lan Ying Huang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$144, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$75.40 per share.
분석 기사 • Jun 02SDI's (TWSE:2351) Shareholders Will Receive A Smaller Dividend Than Last YearSDI Corporation ( TWSE:2351 ) has announced that on 30th of August, it will be paying a dividend ofNT$2.60, which a...
공시 • Jun 01+ 2 more updatesSDI Corporation Announces Cash Dividends for the Year 2023, Payable on August 30, 2024SDI Corporation announced cash dividends for 2023 earnings distribution plan: Type and monetary amount of common stock dividend distribution of TWD 2.6 of cash dividend per shares; totally TWD 473,564,647 allocated for cash dividend. Ex-rights (ex-dividend) trading date is August 1, 2024. Ex-rights (ex-dividend) record date is August 9, 2024. The payment date of common stock cash dividend distribution is August 30, 2024.
공시 • May 31SDI Corporation Announces Remuneration Committee ChangesSDI Corporation announced board resolution to appoint members of the sixth term of remuneration committee: Name of the previous position holder: Independent Director: Wen-i Chiang; Independent Director: Kuo-tsao Tseng; Independent Director: Tsung-ting Chung. Resume of the previous position holder: Independent Director: Wen-i Chiang(CPA); Independent Director: Kuo-tsao Tseng(CPA); Independent Director: Tsung-ting Chung(PhD in International Relations from Denver University, USA Professor in Business Management Department, National Yunlin Technology University). Name of the new position holder: Independent Director: Tsung-ting Chung; Independent Director: Kuo-tsao Tseng; Independent Director: Lan-ying Huang. Resume of the new position holder: Independent Director: Tsung-ting Chung(PhD in International Relations from Denver University, USA Professor in Business Management Department, National Yunlin Technology University); Independent Director: Kuo-tsao Tseng (CPA); Independent Director: Lan-ying Huang (Professor in Department of Business Administration, National Changhua University of Education). Effective date of the new member is May 30, 2024.
분석 기사 • May 22SDI Corporation's (TWSE:2351) 26% Jump Shows Its Popularity With InvestorsSDI Corporation ( TWSE:2351 ) shareholders would be excited to see that the share price has had a great month, posting...
Reported Earnings • May 15First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: NT$0.90 (down from NT$1.21 in 1Q 2023). Revenue: NT$2.39b (down 11% from 1Q 2023). Net income: NT$164.0m (down 26% from 1Q 2023). Profit margin: 6.9% (down from 8.2% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 16%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Apr 28SDI Corporation to Report Q1, 2024 Results on May 03, 2024SDI Corporation announced that they will report Q1, 2024 results on May 03, 2024
Major Estimate Revision • Mar 22Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from NT$11.7b to NT$11.1b. EPS estimate also fell from NT$4.82 per share to NT$4.21 per share. Net income forecast to grow 3.3% next year vs 24% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$122 to NT$117. Share price was steady at NT$98.60 over the past week.
Reported Earnings • Mar 08Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: NT$4.08 (down from NT$5.16 in FY 2022). Revenue: NT$10.9b (down 7.4% from FY 2022). Net income: NT$742.8m (down 21% from FY 2022). Profit margin: 6.8% (down from 8.0% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.3%. Revenue is forecast to grow 8.4% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공시 • Feb 24SDI Corporation, Annual General Meeting, May 30, 2024SDI Corporation, Annual General Meeting, May 30, 2024. Location: Conference Room of SDI Building (3F,No.260, Sec. 2 Chang Nan Road) Chang Hua Taiwan Agenda: To consider the 2023 operation results; to consider the audit committee review opinions on 2023 annual final accounting books and statements; to consider the distribution of Remuneration to Employees and Directors of 2023; to consider Collection of 2023 remuneration to the directors; to consider the adoption of the 2023 annual Business Report and Financial Statements; to consider the adoption of the 2023 Earnings Distribution; to approve the amendments to the articles of Incorporation; to approve the amendments to rules of Procedure for Shareholders Meetings; to consider the election of Directors including Independent Directors; and to consider the release the prohibition on directors from participation in competition businesses.
Price Target Changed • Nov 23Price target increased by 7.5% to NT$119Up from NT$110, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of NT$118. Stock is up 20% over the past year. The company is forecast to post earnings per share of NT$4.43 for next year compared to NT$5.16 last year.
Price Target Changed • Nov 22Price target increased by 13% to NT$117Up from NT$104, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of NT$118. Stock is up 22% over the past year. The company is forecast to post earnings per share of NT$4.50 for next year compared to NT$5.16 last year.
Reported Earnings • Nov 11Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: EPS: NT$1.14 (down from NT$1.41 in 3Q 2022). Revenue: NT$2.75b (down 8.3% from 3Q 2022). Net income: NT$208.0m (down 19% from 3Q 2022). Profit margin: 7.6% (down from 8.5% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.5%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 15Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: NT$1.11 (down from NT$1.54 in 2Q 2022). Revenue: NT$2.82b (down 8.5% from 2Q 2022). Net income: NT$202.6m (down 28% from 2Q 2022). Profit margin: 7.2% (down from 9.1% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 35%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 27Upcoming dividend of NT$3.20 per share at 3.0% yieldEligible shareholders must have bought the stock before 03 August 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (3.2%).
Valuation Update With 7 Day Price Move • Jul 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$107, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 20x in the Semiconductor industry in Taiwan. Total returns to shareholders of 132% over the past three years.
Major Estimate Revision • Jul 19Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$11.9b to NT$11.1b. EPS estimate also fell from NT$5.53 per share to NT$4.31 per share. Net income forecast to shrink 10% next year vs 14% decline forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$142 to NT$115. Share price fell 14% to NT$112 over the past week.
Reported Earnings • Jul 13First quarter 2023 earnings: EPS exceeds analyst expectationsFirst quarter 2023 results: EPS: NT$1.21 (down from NT$1.38 in 1Q 2022). Revenue: NT$2.69b (down 3.8% from 1Q 2022). Net income: NT$221.0m (down 12% from 1Q 2022). Profit margin: 8.2% (down from 9.0% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.6%. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 40% per year whereas the company’s share price has increased by 38% per year.
공시 • May 31Sdi Corporation Announces Cash Dividend for the Year 2022, Payable on August 31, 2023SDI Corporation announced Company's ex-dividend record date of cash dividends for 2022 earnings distribution plan. Date of the resolution by the board of directors or shareholders meeting or decision by the Company: May 30, 2023. Type and monetary amount of dividend distribution: TWD 3.2 of cash dividend per shares; totally TWD 582,848,797 allocated for cash dividend. Ex-rights (ex-dividend) trading date: August 3, 2023. Ex-rights (ex-dividend) record date: August 10, 2023. Payment date of cash dividend distribution: August 31, 2023.
Price Target Changed • Mar 24Price target increased by 9.2% to NT$149Up from NT$137, the current price target is an average from 4 analysts. New target price is 12% above last closing price of NT$134. Stock is down 6.3% over the past year. The company is forecast to post earnings per share of NT$6.57 for next year compared to NT$5.16 last year.
Valuation Update With 7 Day Price Move • Jan 31Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$114, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 14x in the Semiconductor industry in Taiwan. Total returns to shareholders of 99% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$48.23 per share.
Price Target Changed • Nov 16Price target decreased to NT$130Down from NT$142, the current price target is an average from 4 analysts. New target price is 27% above last closing price of NT$103. Stock is down 41% over the past year. The company is forecast to post earnings per share of NT$5.40 for next year compared to NT$4.68 last year.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Kuo-Tsao Tseng was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: NT$1.41 (up from NT$1.30 in 3Q 2021). Revenue: NT$3.00b (up 3.4% from 3Q 2021). Net income: NT$256.0m (up 8.0% from 3Q 2021). Profit margin: 8.5% (up from 8.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.9%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Nov 11Price target decreased to NT$130Down from NT$142, the current price target is an average from 4 analysts. New target price is 38% above last closing price of NT$94.00. Stock is down 41% over the past year. The company is forecast to post earnings per share of NT$5.40 for next year compared to NT$4.68 last year.
Buying Opportunity • Oct 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be NT$121, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 28% in 2 years. Earnings is forecast to grow by 48% in the next 2 years.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$114, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Semiconductor industry in Taiwan. Total returns to shareholders of 98% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$137 per share.
Buying Opportunity • Sep 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be NT$137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 28% in 2 years. Earnings is forecast to grow by 50% in the next 2 years.
Reported Earnings • Aug 13Second quarter 2022 earnings: EPS in line with expectations, revenues disappointSecond quarter 2022 results: EPS: NT$1.54 (up from NT$1.23 in 2Q 2021). Revenue: NT$3.09b (up 12% from 2Q 2021). Net income: NT$280.2m (up 25% from 2Q 2021). Profit margin: 9.1% (up from 8.1% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 14%, compared to a 20% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 27Upcoming dividend of NT$3.00 per shareEligible shareholders must have bought the stock before 03 August 2022. Payment date: 30 August 2022. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (6.7%). Lower than average of industry peers (3.7%).
Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$110, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 9x in the Semiconductor industry in Taiwan. Total returns to shareholders of 88% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$176 per share.
Price Target Changed • Jul 08Price target decreased to NT$138Down from NT$161, the current price target is an average from 4 analysts. New target price is 42% above last closing price of NT$97.10. Stock is down 35% over the past year. The company is forecast to post earnings per share of NT$6.14 for next year compared to NT$4.68 last year.
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to NT$106, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 9x in the Semiconductor industry in Taiwan. Total returns to shareholders of 75% over the past three years.
Buying Opportunity • Jun 14Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be NT$182, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has grown by 8.8%. Revenue is forecast to grow by 37% in 2 years. Earnings is forecast to grow by 84% in the next 2 years.
공시 • May 28SDI Corporation Announces Cash Dividend for the Year 2021SDI Corporation announced Company's ex-dividend record date of cash dividends for 2021 earnings distribution plan. Date of the resolution by the board of directors or shareholders meeting or decision by the Company: May 27, 2022. Type and monetary amount of dividend distribution: TWD 3 of cash dividend per shares; totally TWD 546,420,747 allocated for cash dividend. Ex-rights (ex-dividend) trading date: August 3, 2022. Ex-rights (ex-dividend) record date: August 9, 2022.
Board Change • May 11Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Kuo-Tsao Tseng was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 11First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$1.38 (up from NT$1.02 in 1Q 2021). Revenue: NT$2.79b (up 14% from 1Q 2021). Net income: NT$251.5m (up 36% from 1Q 2021). Profit margin: 9.0% (up from 7.5% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 12%. Over the next year, revenue is forecast to grow 15%, compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.