Novatek Microelectronics Corp.

TWSE:3034 주식 리포트

시가총액: NT$295.4b

Novatek Microelectronics 경영진

경영진 기준 점검 3/4

Novatek Microelectronics CEO는 Steve Wang, Oct2001 에 임명되었습니다 의 임기는 24.58 년입니다. 는 NT$1.13B 가치에 해당하는 회사 주식의 0.38% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 6.8 년과 3.4 년입니다.

핵심 정보

Steve Wang

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간24.6yrs
CEO 지분 보유율0.4%
경영진 평균 재임 기간6.8yrs
이사회 평균 재임 기간3.4yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 14

3034: Higher Revenue Outlook And Margins Will Support Future Upside Potential

Analysts have revised their price target for Novatek Microelectronics to NT$604.53 from NT$516.15, reflecting updated assumptions on revenue growth, profit margins, discount rate, and future P/E levels. What's in the News Board meeting scheduled for May 05, 2026, to review and approve Q1 2026 consolidated financial statements and address other specified matters (Key Developments).
내러티브 업데이트 Apr 27

3034: 2026 Guidance And Higher P/E Multiple Will Support Upside Potential

Analysts have adjusted their price target for Novatek Microelectronics from NT$495.15 to NT$516.15. This reflects updated views on a slightly higher discount rate, more moderate revenue growth assumptions, slightly lower profit margin expectations, and a higher future P/E multiple.
내러티브 업데이트 Apr 13

3034: 2026 Revenue Guidance And Margins Will Support Upside Potential

Analysts have nudged their price target for Novatek Microelectronics slightly higher to NT$495.15, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News Board meeting scheduled for Mar 10, 2026, to review and consider the 2025 annual parent company only and consolidated financial statements (Key Developments).
내러티브 업데이트 Mar 30

3034: Unchanged Fair Value And 2026 Margin Band Will Limit Upside

Analysts have kept their NT$300.00 fair value estimate for Novatek Microelectronics broadly unchanged, citing slightly adjusted assumptions on discount rate, revenue growth, profit margin, and future P/E as the key drivers behind the refreshed price target rationale. What's in the News Upcoming board meeting on March 10, 2026 to review the 2025 annual parent company only and consolidated financial statements, which could provide a clearer picture of recent financial performance and capital allocation decisions (Key Developments).
내러티브 업데이트 Mar 16

3034: 2026 Revenue And Margin Outlook Will Support Long-Term Upside Potential

Analysts have trimmed their fair value estimate for Novatek Microelectronics from NT$517.65 to NT$494.73, reflecting slightly higher discount rate assumptions and modestly softer expectations for revenue growth, profit margins, and future P/E multiples. What's in the News Board meeting scheduled for March 10, 2026, with an agenda to consider the 2025 parent company only and consolidated financial statements (Key Developments).
내러티브 업데이트 Mar 02

3034: 2026 Revenue And Margin Guidance Will Likely Restrain Share Price Upside

Analysts have maintained their NT$300.0 price target for Novatek Microelectronics, citing only modest adjustments to long-term assumptions around discount rate, revenue contraction, profit margin, and future P/E that do not materially change their overall valuation view. What's in the News Novatek Microelectronics issued earnings guidance for 2026, indicating expected revenue in a range of TWD 22.2b to TWD 23.2b.
내러티브 업데이트 Feb 16

3034: Softer Revenue Outlook And Margin Guidance Will Likely Pressure Future Returns

Analysts kept their NT$ price target for Novatek Microelectronics steady, noting a slightly lower discount rate and modestly softer assumptions for revenue growth and profit margin, balanced by a higher future P/E multiple in their updated view. What's in the News Novatek Microelectronics issued earnings guidance for 2026, outlining expected revenue in a range of TWD 22.2b to TWD 23.2b.
내러티브 업데이트 Feb 02

3034: Revenue Will Soften While Fair Value And Margins Will Stay Steady

Analysts have trimmed their fair value estimate for Novatek Microelectronics from $422.38 to $406.13, reflecting slightly more cautious assumptions on revenue growth, profit margins and future P/E multiples. What's in the News Novatek Microelectronics issued earnings guidance for the fourth quarter of 2025, indicating that it expects a revenue decline for the period (Key Developments).
내러티브 업데이트 Jan 19

3034: Softer Q4 2025 Revenue Outlook Will Support Long-Term Upside Potential

Analysts have revised their fair value estimate for Novatek Microelectronics from NT$574.48 to NT$517.65, reflecting slightly lower assumptions for revenue growth and profit margins, as well as a higher discount rate, partly offset by a modestly higher future P/E multiple. What's in the News Novatek Microelectronics issued earnings guidance for the fourth quarter of 2025, giving investors an updated revenue range for the upcoming period (Key Developments).
내러티브 업데이트 Jan 05

3034: Softer Q4 Outlook Will Likely Weigh On Future Share Returns

Analysts have modestly lifted their price target on Novatek Microelectronics, now implying fair value of around $300.00 per share. This reflects slightly higher assumed future valuation multiples, despite trimming long term revenue growth and profit margin expectations and applying a marginally higher discount rate.
내러티브 업데이트 Dec 19

3034: Higher Required Returns And Lower Profitability Will Pressure Future Share Performance

Analysts have lowered their price target on Novatek Microelectronics from NT$400 to NT$300, citing higher required returns and more conservative profitability and valuation assumptions, despite improved revenue growth expectations. What's in the News Issued earnings guidance for the fourth quarter of 2025, projecting a decline in revenue compared with prior periods (company guidance) Forecast fourth quarter 2025 revenue in the range of TWD 22 billion to TWD 23 billion, based on an exchange rate of USD 1 to TWD 30.5 (company guidance) Valuation Changes The fair value estimate has fallen significantly, reduced from NT$400 to NT$300 per share.
내러티브 업데이트 Dec 05

3034: Revenue Will Ease While Margins And Outlook Will Remain Stable

Analysts have slightly raised their price target for Novatek Microelectronics by NT$0.00, reflecting marginally lower discount rate assumptions and a modest uptick in long term revenue growth expectations. What's in the News Issued fourth-quarter 2025 earnings guidance, forecasting revenue to decline to between TWD 22 billion and TWD 23 billion, based on an exchange rate of USD 1 to TWD 30.5 (company guidance) Valuation Changes Fair Value: Unchanged at NT$422.38 per share, indicating no revision to the intrinsic value estimate.
내러티브 업데이트 Nov 21

3034: Revenue Will Soften While Margins Are Set To Improve Modestly

Analysts have revised their price target for Novatek Microelectronics down from $452.44 to $422.38. This reflects slightly lower projected revenue growth, along with modestly improved profit margin expectations.
내러티브 업데이트 Nov 06

3034: AI Integration Will Drive Future Demand And Support Profit Margins

Narrative Update: Novatek Microelectronics Analyst Price Target Adjustment Analysts have lowered Novatek Microelectronics’ fair value estimate from $469.13 to $452.44. They cite shifts in revenue growth projections, profit margins, and discount rates as the primary factors influencing the updated target.
내러티브 업데이트 Aug 07

AI Integration In TVs And Gaming Systems Will Drive Future Demand And Margins

The consensus price target for Novatek Microelectronics was revised downward, primarily reflecting a material reduction in revenue growth forecasts, with fair value declining from NT$506.75 to NT$491.44. What's in the News Board meeting scheduled to approve Q2 2025 financial results.
User avatar
새로운 내러티브 Nov 25

OLED Innovations And AI Empowerment Promise A Bright Future In Consumer Electronics

Novatek's focus on innovation through OLED TDDI mass production and AI-related products aims to enhance revenue, market share, and gross margins.

CEO

Steve Wang

24.6yrs
재임 기간
NT$1,500,000
보수

Mr. Shouren Wang, also known as Steve, is Vice Chairman, CEO & President of Novatek Microelectronics Corp. Mr. Wang was Vice Chairman & President of Novatek Microelectronics Corp. from July 28, 2014. r. Ho...


리더십 팀

이름직위재임 기간보수지분
Shouren Wang
Vice Chairman24.6yrsNT$1.50m0.38%
NT$ 1.1b
Sheng-Cheng Chou
Chief Accounting Officer6.8yrs데이터 없음데이터 없음
David Chen
Chief Information Security Officer & Head of Investor Relations3.8yrs데이터 없음0.20%
NT$ 601.6m
Jimmy Su
Vice Presidentno data데이터 없음0.0056%
NT$ 16.5m
Jane Chen
Vice Presidentno data데이터 없음데이터 없음
6.8yrs
평균 재임 기간

경험이 풍부한 관리: 3034의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.8 년).


이사회 구성원

이름직위재임 기간보수지분
Shouren Wang
Vice Chairman22.9yrsNT$1.50m0.38%
NT$ 1.1b
Tai-Shung Ho
Chairman29yrsNT$1.50m1.4%
NT$ 4.1b
Yongsheng Liu
Independent Director4.8yrsNT$3.02m데이터 없음
TingTing Hwang
Independent Director4.8yrsNT$2.40m데이터 없음
Wan Ling Cheng
Director2yrs데이터 없음데이터 없음
Huey-Jen Su
Independent Director2yrs데이터 없음데이터 없음
Xiangru Liao
Independent Director2yrs데이터 없음데이터 없음
Jinlai Wang
Independent Director2yrs데이터 없음데이터 없음
3.4yrs
평균 재임 기간

경험이 풍부한 이사회: 3034의 이사회경험이 있음으로 간주됩니다(평균 재임 3.4 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 10:58
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

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분석가 소스

Novatek Microelectronics Corp.는 30명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Wanping YehBarclays
Andrew LuBarclays
Mark LiBernstein