View Future GrowthTranscom 과거 순이익 실적과거 기준 점검 2/6Transcom은 연평균 7.1%의 비율로 수입이 증가해 온 반면, Semiconductor 산업은 수입이 5.2% 감소했습니다. 매출은 연평균 5.4%의 비율로 증가했습니다. Transcom의 자기자본이익률은 7.1%이고 순이익률은 19.7%입니다.핵심 정보7.05%순이익 성장률4.43%주당순이익(EPS) 성장률Semiconductor 산업 성장률19.89%매출 성장률5.38%자기자본이익률7.10%순이익률19.72%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 11First quarter 2026 earnings released: EPS: NT$0.22 (vs NT$0.83 in 1Q 2025)First quarter 2026 results: EPS: NT$0.22 (down from NT$0.83 in 1Q 2025). Revenue: NT$177.7m (down 33% from 1Q 2025). Net income: NT$20.2m (down 73% from 1Q 2025). Profit margin: 11% (down from 28% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 34% p.a. on average during the next 2 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 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$2.51 (vs NT$4.40 in FY 2024)Full year 2025 results: EPS: NT$2.51 (down from NT$4.40 in FY 2024). Revenue: NT$954.3m (down 27% from FY 2024). Net income: NT$225.0m (down 43% from FY 2024). Profit margin: 24% (down from 30% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 27% 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 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$0.69 (vs NT$1.34 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.69 (down from NT$1.34 in 3Q 2024). Revenue: NT$212.5m (down 36% from 3Q 2024). Net income: NT$62.2m (down 48% from 3Q 2024). Profit margin: 29% (down from 37% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 24% 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 increased by 8% per year whereas the company’s share price has increased by 11% per year.Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: NT$0.41 (vs NT$1.44 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.41 (down from NT$1.44 in 2Q 2024). Revenue: NT$212.5m (down 42% from 2Q 2024). Net income: NT$33.2m (down 72% from 2Q 2024). Profit margin: 16% (down from 32% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 07First quarter 2025 earnings released: EPS: NT$0.91 (vs NT$0.87 in 1Q 2024)First quarter 2025 results: EPS: NT$0.91 (up from NT$0.87 in 1Q 2024). Revenue: NT$266.4m (down 4.2% from 1Q 2024). Net income: NT$74.5m (up 4.8% from 1Q 2024). Profit margin: 28% (up from 26% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 12% 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 24% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • Apr 23Transcom, Inc. to Report Q1, 2025 Results on Apr 30, 2025Transcom, Inc. announced that they will report Q1, 2025 results on Apr 30, 2025모든 업데이트 보기Recent updatesReported Earnings • May 11First quarter 2026 earnings released: EPS: NT$0.22 (vs NT$0.83 in 1Q 2025)First quarter 2026 results: EPS: NT$0.22 (down from NT$0.83 in 1Q 2025). Revenue: NT$177.7m (down 33% from 1Q 2025). Net income: NT$20.2m (down 73% from 1Q 2025). Profit margin: 11% (down from 28% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 34% p.a. on average during the next 2 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 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$131, the stock trades at a trailing P/E ratio of 53x. Average forward P/E is 25x in the Semiconductor industry in Taiwan. Total loss to shareholders of 3.5% over the past three years.Declared Dividend • Mar 14Dividend of NT$2.50 announcedShareholders will receive a dividend of NT$2.50. Ex-date: 30th March 2026 Payment date: 27th April 2026 Dividend yield will be 1.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (127% earnings payout ratio) nor is it covered by cash flows (277% cash payout ratio). The dividend has increased by an average of 47% per year over the past 7 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 41% to bring the payout ratio under control, which is more than the 1.8% EPS growth achieved over the last 5 years.Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$2.51 (vs NT$4.40 in FY 2024)Full year 2025 results: EPS: NT$2.51 (down from NT$4.40 in FY 2024). Revenue: NT$954.3m (down 27% from FY 2024). Net income: NT$225.0m (down 43% from FY 2024). Profit margin: 24% (down from 30% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 27% 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 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.공시 • Mar 13Transcom, Inc. announces Annual dividend, payable on April 27, 2026Transcom, Inc. announced Annual dividend of TWD 1.6000 per share payable on April 27, 2026, ex-date on March 30, 2026 and record date on March 31, 2026.공시 • Mar 12Transcom, Inc., Annual General Meeting, Jun 18, 2026Transcom, Inc., Annual General Meeting, Jun 18, 2026, at 10:00 Taipei Standard Time. Location: 2 floor no,26, nan k`o 3rd rd., sinshih district, tainan city TaiwanReported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$0.69 (vs NT$1.34 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.69 (down from NT$1.34 in 3Q 2024). Revenue: NT$212.5m (down 36% from 3Q 2024). Net income: NT$62.2m (down 48% from 3Q 2024). Profit margin: 29% (down from 37% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 24% 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 increased by 8% per year whereas the company’s share price has increased by 11% per year.Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: NT$0.41 (vs NT$1.44 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.41 (down from NT$1.44 in 2Q 2024). Revenue: NT$212.5m (down 42% from 2Q 2024). Net income: NT$33.2m (down 72% from 2Q 2024). Profit margin: 16% (down from 32% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 07First quarter 2025 earnings released: EPS: NT$0.91 (vs NT$0.87 in 1Q 2024)First quarter 2025 results: EPS: NT$0.91 (up from NT$0.87 in 1Q 2024). Revenue: NT$266.4m (down 4.2% from 1Q 2024). Net income: NT$74.5m (up 4.8% from 1Q 2024). Profit margin: 28% (up from 26% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 12% 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 24% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • Apr 23Transcom, Inc. to Report Q1, 2025 Results on Apr 30, 2025Transcom, Inc. announced that they will report Q1, 2025 results on Apr 30, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$100.00, the stock trades at a trailing P/E ratio of 20.6x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total loss to shareholders of 12% over the past three years.공시 • Mar 11Transcom, Inc., Annual General Meeting, Jun 11, 2025Transcom, Inc., Annual General Meeting, Jun 11, 2025, at 10:00 Taipei Standard Time. Location: 2 floor no,26, nan k`o 3rd rd., sinshih district, tainan city TaiwanDeclared Dividend • Mar 10Dividend of NT$4.00 announcedShareholders will receive a dividend of NT$4.00. Ex-date: 24th March 2025 Payment date: 23rd April 2025 Dividend yield will be 3.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (67% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 54% per year over the past 6 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 09Full year 2024 earnings released: EPS: NT$4.84 (vs NT$5.35 in FY 2023)Full year 2024 results: EPS: NT$4.84 (down from NT$5.35 in FY 2023). Revenue: NT$1.30b (up 4.1% from FY 2023). Net income: NT$396.3m (down 9.2% from FY 2023). Profit margin: 30% (down from 35% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • Mar 01Transcom, Inc. to Report Fiscal Year 2024 Results on Mar 07, 2025Transcom, Inc. announced that they will report fiscal year 2024 results on Mar 07, 2025Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: NT$1.58 (vs NT$1.83 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.58 (down from NT$1.83 in 2Q 2023). Revenue: NT$363.3m (up 5.2% from 2Q 2023). Net income: NT$117.4m (down 14% from 2Q 2023). Profit margin: 32% (down from 39% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor 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 only increased by 9% per year, which means it is significantly lagging earnings growth.분석 기사 • Aug 07Some Shareholders Feeling Restless Over Transcom, Inc.'s (TWSE:5222) P/E RatioTranscom, Inc.'s ( TWSE:5222 ) price-to-earnings (or "P/E") ratio of 23x might make it look like a sell right now...공시 • Jul 30Transcom, Inc. to Report Q2, 2024 Results on Aug 06, 2024Transcom, Inc. announced that they will report Q2, 2024 results on Aug 06, 2024분석 기사 • May 21We Think That There Are Issues Underlying Transcom's (TWSE:5222) EarningsDespite posting some strong earnings, the market for Transcom, Inc.'s ( TWSE:5222 ) stock hasn't moved much. We did...Reported Earnings • May 12First quarter 2024 earnings released: EPS: NT$0.96 (vs NT$0.62 in 1Q 2023)First quarter 2024 results: EPS: NT$0.96 (up from NT$0.62 in 1Q 2023). Revenue: NT$278.1m (up 25% from 1Q 2023). Net income: NT$71.1m (up 55% from 1Q 2023). Profit margin: 26% (up from 21% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 16% per year.공시 • Apr 26Transcom, Inc. to Report Q1, 2024 Results on May 02, 2024Transcom, Inc. announced that they will report Q1, 2024 results on May 02, 2024Upcoming Dividend • Mar 20Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 27 March 2024. Payment date: 24 April 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Taiwanese dividend payers (4.8%). Lower than average of industry peers (2.4%).분석 기사 • Mar 14Transcom (TWSE:5222) Has Announced That It Will Be Increasing Its Dividend To NT$4.00Transcom, Inc. ( TWSE:5222 ) has announced that it will be increasing its dividend from last year's comparable payment...Declared Dividend • Mar 14Dividend of NT$4.00 announcedShareholders will receive a dividend of NT$4.00. Ex-date: 27th March 2024 Payment date: 24th April 2024 Dividend yield will be 2.4%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 56% per year over the past 5 years. However, payments have been volatile during that time. Earnings per share has grown by 47% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Mar 14+ 1 more updateTranscom, Inc., Annual General Meeting, Jun 12, 2024Transcom, Inc., Annual General Meeting, Jun 12, 2024. Location: Room 201, 2F., NO.26, Nanke 3rd Rd., Xinshi Dist Tainan City Taiwan Agenda: To consider 2023 Business Report; to consider 2023 Audit Committees Review Report; to consider 2023 Earnings Distribution of Cash Dividend; to approve 2023 Business Report and Financial Statements; to approve the proposal for 2023 Earnings Distribution; and to consider other matters.Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$182, the stock trades at a trailing P/E ratio of 37.7x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 166% over the past three years.Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: NT$2.01 (vs NT$0.20 in 2Q 2022)Second quarter 2023 results: EPS: NT$2.01 (up from NT$0.20 in 2Q 2022). Revenue: NT$345.2m (up 23% from 2Q 2022). Net income: NT$135.8m (up NT$122.0m from 2Q 2022). Profit margin: 39% (up from 4.9% in 2Q 2022). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jul 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Buying Opportunity • May 05Now 21% undervaluedOver the last 90 days, the stock is up 51%. The fair value is estimated to be NT$271, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 10%.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$179, the stock trades at a trailing P/E ratio of 48.7x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total returns to shareholders of 303% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of NT$3.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 April 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (6.0%). Lower than average of industry peers (3.3%).Reported Earnings • Mar 19Full year 2022 earnings released: EPS: NT$3.71 (vs NT$4.04 in FY 2021)Full year 2022 results: EPS: NT$3.71. Revenue: NT$1.03b (up 13% from FY 2021). Net income: NT$249.5m (up 1.2% from FY 2021). Profit margin: 24% (down from 27% in FY 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$153, the stock trades at a trailing P/E ratio of 47.4x. Average forward P/E is 13x in the Semiconductor industry in Taiwan. Total returns to shareholders of 207% over the past three years.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$1.02 (vs NT$0.66 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.02 (up from NT$0.66 in 3Q 2021). Revenue: NT$244.1m (up 14% from 3Q 2021). Net income: NT$68.4m (up 74% from 3Q 2021). Profit margin: 28% (up from 18% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$129, the stock trades at a trailing P/E ratio of 46x. Average forward P/E is 10x in the Semiconductor industry in Taiwan. Total returns to shareholders of 160% over the past three years.Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: NT$0.20 (vs NT$1.04 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.20 (down from NT$1.04 in 2Q 2021). Revenue: NT$281.2m (up 24% from 2Q 2021). Net income: NT$13.8m (down 78% from 2Q 2021). Profit margin: 4.9% (down from 27% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Jul 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be NT$160, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 36%.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$145, the stock trades at a trailing P/E ratio of 41.4x. Average trailing P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 326% over the past three years.Reported Earnings • May 06First quarter 2022 earnings released: EPS: NT$0.86 (vs NT$1.13 in 1Q 2021)First quarter 2022 results: EPS: NT$0.86 (down from NT$1.13 in 1Q 2021). Revenue: NT$188.5m (down 21% from 1Q 2021). Net income: NT$57.7m (down 14% from 1Q 2021). Profit margin: 31% (up from 28% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.66 (vs NT$1.05 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$214.6m (up 2.8% from 3Q 2020). Net income: NT$39.3m (down 32% from 3Q 2020). Profit margin: 18% (down from 28% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 77% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$166, the stock trades at a trailing P/E ratio of 41x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 394% over the past three years.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$1.04 (vs NT$0.27 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$227.3m (up 55% from 2Q 2020). Net income: NT$61.7m (up 328% from 2Q 2020). Profit margin: 27% (up from 9.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 50% per year.Reported Earnings • May 29First quarter 2021 earnings released: EPS NT$1.66 (vs NT$0.63 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$238.2m (up 68% from 1Q 2020). Net income: NT$67.0m (up 96% from 1Q 2020). Profit margin: 28% (up from 24% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year whereas the company’s share price has increased by 44% per year.Valuation Update With 7 Day Price Move • May 08Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$139, the stock trades at a trailing P/E ratio of 46x. Average trailing P/E is 27x in the Semiconductor industry in Taiwan. Total returns to shareholders of 291% over the past three years.Upcoming Dividend • Apr 30Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 07 May 2021. Payment date: 26 May 2021. Trailing yield: 0.3%. Lower than top quartile of Taiwanese dividend payers (4.7%). Lower than average of industry peers (1.8%).분석 기사 • Apr 04Calculating The Intrinsic Value Of Transcom, Inc. (GTSM:5222)In this article we are going to estimate the intrinsic value of Transcom, Inc. ( GTSM:5222 ) by taking the expected...Reported Earnings • Mar 25Full year 2020 earnings released: EPS NT$4.42 (vs NT$3.84 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: NT$706.0m (up 24% from FY 2019). Net income: NT$164.1m (up 17% from FY 2019). Profit margin: 23% (down from 25% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.분석 기사 • Mar 16Should Transcom, Inc. (GTSM:5222) Be Part Of Your Dividend Portfolio?Is Transcom, Inc. ( GTSM:5222 ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$135, the stock is trading at a trailing P/E ratio of 33x, up from the previous P/E ratio of 27.7x. This compares to an average P/E of 29x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 111%.Is New 90 Day High Low • Feb 20New 90-day high: NT$129The company is up 24% from its price of NT$104 on 20 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 34% over the same period.분석 기사 • Feb 08We Like Transcom's (GTSM:5222) Returns And Here's How They're TrendingThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$118, the stock is trading at a trailing P/E ratio of 28.8x, up from the previous P/E ratio of 24.6x. This compares to an average P/E of 26x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 94%.Is New 90 Day High Low • Feb 04New 90-day high: NT$114The company is up 14% from its price of NT$99.90 on 06 November 2020. The Taiwanese market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 38% over the same period.공시 • Jan 21Transcom, Inc., Annual General Meeting, Apr 15, 2021Transcom, Inc., Annual General Meeting, Apr 15, 2021.분석 기사 • Jan 17Transcom, Inc.'s (GTSM:5222) Stock Been Rising: Are Strong Financials Guiding The Market?Transcom's (GTSM:5222) stock is up by 5.5% over the past three months. Given that the market rewards strong financials...Is New 90 Day High Low • Jan 05New 90-day high: NT$108The company is up 3.0% from its price of NT$105 on 08 October 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 25% over the same period.분석 기사 • Dec 29Transcom (GTSM:5222) Is Growing Earnings But Are They A Good Guide?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...분석 기사 • Dec 14Introducing Transcom (GTSM:5222), The Stock That Zoomed 216% In The Last Five YearsWhen you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...분석 기사 • Nov 26Should You Or Shouldn't You: A Dividend Analysis on Transcom, Inc. (GTSM:5222)Dividend paying stocks like Transcom, Inc. (GTSM:5222) tend to be popular with investors, and for good reason - some...매출 및 비용 세부 내역Transcom가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TWSE:5222 매출, 비용 및 순이익 (TWD Millions)날짜매출순이익일반관리비연구개발비31 Mar 268661711797831 Dec 259542251777230 Sep 251,0212571776430 Jun 251,1393161796231 Mar 251,2904001816231 Dec 241,3023961776330 Sep 241,3464411746430 Jun 241,3254431736331 Mar 241,3074621696031 Dec 231,2514371725830 Sep 231,1984141865130 Jun 231,1323601734931 Mar 231,0682381654831 Dec 221,0352491544630 Sep 229502181384830 Jun 229211891344731 Mar 228672371374731 Dec 219172471364730 Sep 219232481344730 Jun 218832441364931 Mar 218031971194831 Dec 207061641285030 Sep 206451351184930 Jun 206511501154831 Mar 20626157974531 Dec 19570141894030 Sep 19478101793730 Jun 1938561703431 Mar 1935554693231 Dec 1836151683230 Sep 1838553643830 Jun 1840956604431 Mar 1840254584131 Dec 1739652573930 Sep 1741185533230 Jun 17427117502431 Mar 17382112462331 Dec 16337107422230 Sep 1625375402030 Jun 1616943391731 Mar 1615933381731 Dec 1514922381730 Jun 15114-293621양질의 수익: 5222는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 5222의 현재 순 이익률 (19.7%)은 지난해 (31%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 5222의 수익은 지난 5년 동안 연평균 7.1% 증가했습니다.성장 가속화: 5222은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: 5222은 지난 1년 동안 수익이 감소(-57.3%)하여 Semiconductor 업계 평균(2.9%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: 5222의 자본 수익률(7.1%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSemiconductors 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/03 09:11종가2026/06/03 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 소스Transcom, Inc.는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Changrong ChenCapital Securities CorporationShuchun HsiaoMasterlink Securities Investment Advisory
Reported Earnings • May 11First quarter 2026 earnings released: EPS: NT$0.22 (vs NT$0.83 in 1Q 2025)First quarter 2026 results: EPS: NT$0.22 (down from NT$0.83 in 1Q 2025). Revenue: NT$177.7m (down 33% from 1Q 2025). Net income: NT$20.2m (down 73% from 1Q 2025). Profit margin: 11% (down from 28% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 34% p.a. on average during the next 2 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 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$2.51 (vs NT$4.40 in FY 2024)Full year 2025 results: EPS: NT$2.51 (down from NT$4.40 in FY 2024). Revenue: NT$954.3m (down 27% from FY 2024). Net income: NT$225.0m (down 43% from FY 2024). Profit margin: 24% (down from 30% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 27% 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 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$0.69 (vs NT$1.34 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.69 (down from NT$1.34 in 3Q 2024). Revenue: NT$212.5m (down 36% from 3Q 2024). Net income: NT$62.2m (down 48% from 3Q 2024). Profit margin: 29% (down from 37% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 24% 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 increased by 8% per year whereas the company’s share price has increased by 11% per year.
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: NT$0.41 (vs NT$1.44 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.41 (down from NT$1.44 in 2Q 2024). Revenue: NT$212.5m (down 42% from 2Q 2024). Net income: NT$33.2m (down 72% from 2Q 2024). Profit margin: 16% (down from 32% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 07First quarter 2025 earnings released: EPS: NT$0.91 (vs NT$0.87 in 1Q 2024)First quarter 2025 results: EPS: NT$0.91 (up from NT$0.87 in 1Q 2024). Revenue: NT$266.4m (down 4.2% from 1Q 2024). Net income: NT$74.5m (up 4.8% from 1Q 2024). Profit margin: 28% (up from 26% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 12% 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 24% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • Apr 23Transcom, Inc. to Report Q1, 2025 Results on Apr 30, 2025Transcom, Inc. announced that they will report Q1, 2025 results on Apr 30, 2025
Reported Earnings • May 11First quarter 2026 earnings released: EPS: NT$0.22 (vs NT$0.83 in 1Q 2025)First quarter 2026 results: EPS: NT$0.22 (down from NT$0.83 in 1Q 2025). Revenue: NT$177.7m (down 33% from 1Q 2025). Net income: NT$20.2m (down 73% from 1Q 2025). Profit margin: 11% (down from 28% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 34% p.a. on average during the next 2 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 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$131, the stock trades at a trailing P/E ratio of 53x. Average forward P/E is 25x in the Semiconductor industry in Taiwan. Total loss to shareholders of 3.5% over the past three years.
Declared Dividend • Mar 14Dividend of NT$2.50 announcedShareholders will receive a dividend of NT$2.50. Ex-date: 30th March 2026 Payment date: 27th April 2026 Dividend yield will be 1.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (127% earnings payout ratio) nor is it covered by cash flows (277% cash payout ratio). The dividend has increased by an average of 47% per year over the past 7 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 41% to bring the payout ratio under control, which is more than the 1.8% EPS growth achieved over the last 5 years.
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$2.51 (vs NT$4.40 in FY 2024)Full year 2025 results: EPS: NT$2.51 (down from NT$4.40 in FY 2024). Revenue: NT$954.3m (down 27% from FY 2024). Net income: NT$225.0m (down 43% from FY 2024). Profit margin: 24% (down from 30% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 27% 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 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
공시 • Mar 13Transcom, Inc. announces Annual dividend, payable on April 27, 2026Transcom, Inc. announced Annual dividend of TWD 1.6000 per share payable on April 27, 2026, ex-date on March 30, 2026 and record date on March 31, 2026.
공시 • Mar 12Transcom, Inc., Annual General Meeting, Jun 18, 2026Transcom, Inc., Annual General Meeting, Jun 18, 2026, at 10:00 Taipei Standard Time. Location: 2 floor no,26, nan k`o 3rd rd., sinshih district, tainan city Taiwan
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$0.69 (vs NT$1.34 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.69 (down from NT$1.34 in 3Q 2024). Revenue: NT$212.5m (down 36% from 3Q 2024). Net income: NT$62.2m (down 48% from 3Q 2024). Profit margin: 29% (down from 37% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 24% 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 increased by 8% per year whereas the company’s share price has increased by 11% per year.
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: NT$0.41 (vs NT$1.44 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.41 (down from NT$1.44 in 2Q 2024). Revenue: NT$212.5m (down 42% from 2Q 2024). Net income: NT$33.2m (down 72% from 2Q 2024). Profit margin: 16% (down from 32% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 07First quarter 2025 earnings released: EPS: NT$0.91 (vs NT$0.87 in 1Q 2024)First quarter 2025 results: EPS: NT$0.91 (up from NT$0.87 in 1Q 2024). Revenue: NT$266.4m (down 4.2% from 1Q 2024). Net income: NT$74.5m (up 4.8% from 1Q 2024). Profit margin: 28% (up from 26% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 12% 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 24% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • Apr 23Transcom, Inc. to Report Q1, 2025 Results on Apr 30, 2025Transcom, Inc. announced that they will report Q1, 2025 results on Apr 30, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$100.00, the stock trades at a trailing P/E ratio of 20.6x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total loss to shareholders of 12% over the past three years.
공시 • Mar 11Transcom, Inc., Annual General Meeting, Jun 11, 2025Transcom, Inc., Annual General Meeting, Jun 11, 2025, at 10:00 Taipei Standard Time. Location: 2 floor no,26, nan k`o 3rd rd., sinshih district, tainan city Taiwan
Declared Dividend • Mar 10Dividend of NT$4.00 announcedShareholders will receive a dividend of NT$4.00. Ex-date: 24th March 2025 Payment date: 23rd April 2025 Dividend yield will be 3.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (67% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 54% per year over the past 6 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 09Full year 2024 earnings released: EPS: NT$4.84 (vs NT$5.35 in FY 2023)Full year 2024 results: EPS: NT$4.84 (down from NT$5.35 in FY 2023). Revenue: NT$1.30b (up 4.1% from FY 2023). Net income: NT$396.3m (down 9.2% from FY 2023). Profit margin: 30% (down from 35% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • Mar 01Transcom, Inc. to Report Fiscal Year 2024 Results on Mar 07, 2025Transcom, Inc. announced that they will report fiscal year 2024 results on Mar 07, 2025
Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: NT$1.58 (vs NT$1.83 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.58 (down from NT$1.83 in 2Q 2023). Revenue: NT$363.3m (up 5.2% from 2Q 2023). Net income: NT$117.4m (down 14% from 2Q 2023). Profit margin: 32% (down from 39% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor 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 only increased by 9% per year, which means it is significantly lagging earnings growth.
분석 기사 • Aug 07Some Shareholders Feeling Restless Over Transcom, Inc.'s (TWSE:5222) P/E RatioTranscom, Inc.'s ( TWSE:5222 ) price-to-earnings (or "P/E") ratio of 23x might make it look like a sell right now...
공시 • Jul 30Transcom, Inc. to Report Q2, 2024 Results on Aug 06, 2024Transcom, Inc. announced that they will report Q2, 2024 results on Aug 06, 2024
분석 기사 • May 21We Think That There Are Issues Underlying Transcom's (TWSE:5222) EarningsDespite posting some strong earnings, the market for Transcom, Inc.'s ( TWSE:5222 ) stock hasn't moved much. We did...
Reported Earnings • May 12First quarter 2024 earnings released: EPS: NT$0.96 (vs NT$0.62 in 1Q 2023)First quarter 2024 results: EPS: NT$0.96 (up from NT$0.62 in 1Q 2023). Revenue: NT$278.1m (up 25% from 1Q 2023). Net income: NT$71.1m (up 55% from 1Q 2023). Profit margin: 26% (up from 21% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 16% per year.
공시 • Apr 26Transcom, Inc. to Report Q1, 2024 Results on May 02, 2024Transcom, Inc. announced that they will report Q1, 2024 results on May 02, 2024
Upcoming Dividend • Mar 20Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 27 March 2024. Payment date: 24 April 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Taiwanese dividend payers (4.8%). Lower than average of industry peers (2.4%).
분석 기사 • Mar 14Transcom (TWSE:5222) Has Announced That It Will Be Increasing Its Dividend To NT$4.00Transcom, Inc. ( TWSE:5222 ) has announced that it will be increasing its dividend from last year's comparable payment...
Declared Dividend • Mar 14Dividend of NT$4.00 announcedShareholders will receive a dividend of NT$4.00. Ex-date: 27th March 2024 Payment date: 24th April 2024 Dividend yield will be 2.4%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 56% per year over the past 5 years. However, payments have been volatile during that time. Earnings per share has grown by 47% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Mar 14+ 1 more updateTranscom, Inc., Annual General Meeting, Jun 12, 2024Transcom, Inc., Annual General Meeting, Jun 12, 2024. Location: Room 201, 2F., NO.26, Nanke 3rd Rd., Xinshi Dist Tainan City Taiwan Agenda: To consider 2023 Business Report; to consider 2023 Audit Committees Review Report; to consider 2023 Earnings Distribution of Cash Dividend; to approve 2023 Business Report and Financial Statements; to approve the proposal for 2023 Earnings Distribution; and to consider other matters.
Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$182, the stock trades at a trailing P/E ratio of 37.7x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 166% over the past three years.
Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: NT$2.01 (vs NT$0.20 in 2Q 2022)Second quarter 2023 results: EPS: NT$2.01 (up from NT$0.20 in 2Q 2022). Revenue: NT$345.2m (up 23% from 2Q 2022). Net income: NT$135.8m (up NT$122.0m from 2Q 2022). Profit margin: 39% (up from 4.9% in 2Q 2022). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jul 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Buying Opportunity • May 05Now 21% undervaluedOver the last 90 days, the stock is up 51%. The fair value is estimated to be NT$271, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 10%.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$179, the stock trades at a trailing P/E ratio of 48.7x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total returns to shareholders of 303% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of NT$3.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 April 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (6.0%). Lower than average of industry peers (3.3%).
Reported Earnings • Mar 19Full year 2022 earnings released: EPS: NT$3.71 (vs NT$4.04 in FY 2021)Full year 2022 results: EPS: NT$3.71. Revenue: NT$1.03b (up 13% from FY 2021). Net income: NT$249.5m (up 1.2% from FY 2021). Profit margin: 24% (down from 27% in FY 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$153, the stock trades at a trailing P/E ratio of 47.4x. Average forward P/E is 13x in the Semiconductor industry in Taiwan. Total returns to shareholders of 207% over the past three years.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$1.02 (vs NT$0.66 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.02 (up from NT$0.66 in 3Q 2021). Revenue: NT$244.1m (up 14% from 3Q 2021). Net income: NT$68.4m (up 74% from 3Q 2021). Profit margin: 28% (up from 18% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$129, the stock trades at a trailing P/E ratio of 46x. Average forward P/E is 10x in the Semiconductor industry in Taiwan. Total returns to shareholders of 160% over the past three years.
Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: NT$0.20 (vs NT$1.04 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.20 (down from NT$1.04 in 2Q 2021). Revenue: NT$281.2m (up 24% from 2Q 2021). Net income: NT$13.8m (down 78% from 2Q 2021). Profit margin: 4.9% (down from 27% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Jul 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be NT$160, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 36%.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$145, the stock trades at a trailing P/E ratio of 41.4x. Average trailing P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 326% over the past three years.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: NT$0.86 (vs NT$1.13 in 1Q 2021)First quarter 2022 results: EPS: NT$0.86 (down from NT$1.13 in 1Q 2021). Revenue: NT$188.5m (down 21% from 1Q 2021). Net income: NT$57.7m (down 14% from 1Q 2021). Profit margin: 31% (up from 28% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.66 (vs NT$1.05 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$214.6m (up 2.8% from 3Q 2020). Net income: NT$39.3m (down 32% from 3Q 2020). Profit margin: 18% (down from 28% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 77% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$166, the stock trades at a trailing P/E ratio of 41x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 394% over the past three years.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$1.04 (vs NT$0.27 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$227.3m (up 55% from 2Q 2020). Net income: NT$61.7m (up 328% from 2Q 2020). Profit margin: 27% (up from 9.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 50% per year.
Reported Earnings • May 29First quarter 2021 earnings released: EPS NT$1.66 (vs NT$0.63 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$238.2m (up 68% from 1Q 2020). Net income: NT$67.0m (up 96% from 1Q 2020). Profit margin: 28% (up from 24% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year whereas the company’s share price has increased by 44% per year.
Valuation Update With 7 Day Price Move • May 08Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$139, the stock trades at a trailing P/E ratio of 46x. Average trailing P/E is 27x in the Semiconductor industry in Taiwan. Total returns to shareholders of 291% over the past three years.
Upcoming Dividend • Apr 30Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 07 May 2021. Payment date: 26 May 2021. Trailing yield: 0.3%. Lower than top quartile of Taiwanese dividend payers (4.7%). Lower than average of industry peers (1.8%).
분석 기사 • Apr 04Calculating The Intrinsic Value Of Transcom, Inc. (GTSM:5222)In this article we are going to estimate the intrinsic value of Transcom, Inc. ( GTSM:5222 ) by taking the expected...
Reported Earnings • Mar 25Full year 2020 earnings released: EPS NT$4.42 (vs NT$3.84 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: NT$706.0m (up 24% from FY 2019). Net income: NT$164.1m (up 17% from FY 2019). Profit margin: 23% (down from 25% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
분석 기사 • Mar 16Should Transcom, Inc. (GTSM:5222) Be Part Of Your Dividend Portfolio?Is Transcom, Inc. ( GTSM:5222 ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$135, the stock is trading at a trailing P/E ratio of 33x, up from the previous P/E ratio of 27.7x. This compares to an average P/E of 29x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 111%.
Is New 90 Day High Low • Feb 20New 90-day high: NT$129The company is up 24% from its price of NT$104 on 20 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 34% over the same period.
분석 기사 • Feb 08We Like Transcom's (GTSM:5222) Returns And Here's How They're TrendingThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$118, the stock is trading at a trailing P/E ratio of 28.8x, up from the previous P/E ratio of 24.6x. This compares to an average P/E of 26x in the Semiconductor industry in Taiwan. Total returns to shareholders over the past three years are 94%.
Is New 90 Day High Low • Feb 04New 90-day high: NT$114The company is up 14% from its price of NT$99.90 on 06 November 2020. The Taiwanese market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 38% over the same period.
공시 • Jan 21Transcom, Inc., Annual General Meeting, Apr 15, 2021Transcom, Inc., Annual General Meeting, Apr 15, 2021.
분석 기사 • Jan 17Transcom, Inc.'s (GTSM:5222) Stock Been Rising: Are Strong Financials Guiding The Market?Transcom's (GTSM:5222) stock is up by 5.5% over the past three months. Given that the market rewards strong financials...
Is New 90 Day High Low • Jan 05New 90-day high: NT$108The company is up 3.0% from its price of NT$105 on 08 October 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 25% over the same period.
분석 기사 • Dec 29Transcom (GTSM:5222) Is Growing Earnings But Are They A Good Guide?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
분석 기사 • Dec 14Introducing Transcom (GTSM:5222), The Stock That Zoomed 216% In The Last Five YearsWhen you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...
분석 기사 • Nov 26Should You Or Shouldn't You: A Dividend Analysis on Transcom, Inc. (GTSM:5222)Dividend paying stocks like Transcom, Inc. (GTSM:5222) tend to be popular with investors, and for good reason - some...