View ValuationuPI Semiconductor 향후 성장Future 기준 점검 1/6uPI Semiconductor은 연간 수입과 매출이 각각 13.9%와 7.7% 증가할 것으로 예상되고 EPS는 연간 13.9%만큼 증가할 것으로 예상됩니다.핵심 정보13.9%이익 성장률13.91%EPS 성장률Semiconductor 이익 성장26.1%매출 성장률7.7%향후 자기자본이익률n/a애널리스트 커버리지Good마지막 업데이트08 May 2026최근 향후 성장 업데이트Major Estimate Revision • Mar 05Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from NT$5.08b to NT$4.87b. EPS estimate also fell from NT$8.04 per share to NT$7.05 per share. Net income forecast to grow 7.2% next year vs 43% growth forecast for Semiconductor industry in Taiwan. Consensus price target broadly unchanged at NT$213. Share price fell 4.6% to NT$177 over the past week.Price Target Changed • May 13Price target decreased by 8.7% to NT$211Down from NT$231, the current price target is an average from 4 analysts. New target price is 8.9% above last closing price of NT$194. Stock is down 27% over the past year. The company is forecast to post earnings per share of NT$5.49 for next year compared to NT$2.42 last year.Major Estimate Revision • May 12Consensus EPS estimates fall by 18%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from NT$4.42b to NT$4.49b. EPS estimate fell from NT$6.59 to NT$5.38 per share. Net income forecast to grow 142% next year vs 17% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$231 to NT$220. Share price rose 6.6% to NT$195 over the past week.분석 기사 • Nov 06uPI Semiconductor Corp. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowuPI Semiconductor Corp. ( TWSE:6719 ) shareholders are probably feeling a little disappointed, since its shares fell...Major Estimate Revision • Nov 05Consensus EPS estimates fall by 40%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from NT$4.45 to NT$2.66 per share. Revenue forecast steady at NT$3.73b. Net income forecast to grow 113% next year vs 31% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$244 to NT$238. Share price fell 4.3% to NT$234 over the past week.Price Target Changed • Aug 07Price target decreased by 9.8% to NT$284Down from NT$315, the current price target is an average from 6 analysts. New target price is 28% above last closing price of NT$222. Stock is down 1.1% over the past year. The company is forecast to post earnings per share of NT$4.69 for next year compared to NT$0.63 last year.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$220, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 28x in the Semiconductor industry in Taiwan. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$259 per share.Reported Earnings • May 09First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: NT$2.10 (up from NT$1.49 in 1Q 2025). Revenue: NT$979.1m (flat on 1Q 2025). Net income: NT$221.0m (up 42% from 1Q 2025). Profit margin: 23% (up from 16% in 1Q 2025). Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates by 26%. Revenue is forecast to grow 7.7% 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 increased by 11% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.New Risk • Mar 19New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Major Estimate Revision • Mar 05Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from NT$5.08b to NT$4.87b. EPS estimate also fell from NT$8.04 per share to NT$7.05 per share. Net income forecast to grow 7.2% next year vs 43% growth forecast for Semiconductor industry in Taiwan. Consensus price target broadly unchanged at NT$213. Share price fell 4.6% to NT$177 over the past week.공시 • Mar 02uPI Semiconductor Corp., Annual General Meeting, May 20, 2026uPI Semiconductor Corp., Annual General Meeting, May 20, 2026, at 10:00 Taipei Standard Time. Location: 2 floor no,3, t`ai yuan 1st st., jhubei city, hsinchu county TaiwanReported Earnings • Feb 28Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: NT$6.58 (up from NT$2.42 in FY 2024). Revenue: NT$4.58b (up 24% from FY 2024). Net income: NT$692.7m (up 201% from FY 2024). Profit margin: 15% (up from 6.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 13% 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 37% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 06Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: NT$2.36 (up from NT$0.20 in 3Q 2024). Revenue: NT$1.19b (up 19% from 3Q 2024). Net income: NT$249.1m (up NT$228.6m from 3Q 2024). Profit margin: 21% (up from 2.1% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 39%. Revenue is forecast to grow 11% 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, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.New Risk • Nov 05New major risk - Revenue and earnings growthEarnings have declined by 26% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 26% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (5.2% net profit margin).Reported Earnings • Aug 07Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: NT$0.41 (down from NT$1.07 in 2Q 2024). Revenue: NT$1.23b (up 33% from 2Q 2024). Net income: NT$42.8m (down 56% from 2Q 2024). Profit margin: 3.5% (down from 11% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 66%. Revenue is forecast to grow 15% 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, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Jul 10Upcoming dividend of NT$1.70 per shareEligible shareholders must have bought the stock before 17 July 2025. Payment date: 20 August 2025. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (2.2%).Declared Dividend • Jun 23Dividend of NT$1.70 announcedShareholders will receive a dividend of NT$1.70. Ex-date: 17th July 2025 Payment date: 20th August 2025 Dividend yield will be 0.9%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 63%. Cash payout ratio: 14%.공시 • Jun 21uPI Semiconductor Corp. Announces Cash Dividends, Payable on August 20, 2025uPI Semiconductor Corp. announced cash dividends of TWD 178,962,041. Ex-rights (ex-dividend) trading date is July 17, 2025. Ex-rights (ex-dividend) record date is July 25, 2025. Payment date of common stock cash dividend distribution is August 20, 2025.Price Target Changed • May 13Price target decreased by 8.7% to NT$211Down from NT$231, the current price target is an average from 4 analysts. New target price is 8.9% above last closing price of NT$194. Stock is down 27% over the past year. The company is forecast to post earnings per share of NT$5.49 for next year compared to NT$2.42 last year.Major Estimate Revision • May 12Consensus EPS estimates fall by 18%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from NT$4.42b to NT$4.49b. EPS estimate fell from NT$6.59 to NT$5.38 per share. Net income forecast to grow 142% next year vs 17% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$231 to NT$220. Share price rose 6.6% to NT$195 over the past week.Reported Earnings • May 08First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$1.48 (up from NT$1.41 in 1Q 2024). Revenue: NT$979.0m (up 16% from 1Q 2024). Net income: NT$156.0m (up 35% from 1Q 2024). Profit margin: 16% (up from 14% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 24%. Revenue is forecast to grow 17% 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, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$158, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total loss to shareholders of 71% over the past three years.분석 기사 • Mar 31uPI Semiconductor Corp. (TWSE:6719) Investors Are Less Pessimistic Than ExpecteduPI Semiconductor Corp.'s ( TWSE:6719 ) price-to-sales (or "P/S") ratio of 5.1x may not look like an appealing...Reported Earnings • Feb 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: NT$2.42 (up from NT$0.63 in FY 2023). Revenue: NT$3.70b (up 22% from FY 2023). Net income: NT$230.0m (up 355% from FY 2023). Profit margin: 6.2% (up from 1.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 18% 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, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance.공시 • Feb 27uPI Semiconductor Corp., Annual General Meeting, May 26, 2025uPI Semiconductor Corp., Annual General Meeting, May 26, 2025, at 10:00 Taipei Standard Time. Location: 2 floor no,3, t`ai yuan 1st st., jhubei city, hsinchu county Taiwan공시 • Feb 18uPI Semiconductor Corp. to Report Fiscal Year 2024 Results on Feb 25, 2025uPI Semiconductor Corp. announced that they will report fiscal year 2024 results on Feb 25, 2025분석 기사 • Jan 10Here's What's Concerning About uPI Semiconductor's (TWSE:6719) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...분석 기사 • Dec 05uPI Semiconductor Corp.'s (TWSE:6719) Business Is Yet to Catch Up With Its Share PriceWhen close to half the companies in the Semiconductor industry in Taiwan have price-to-sales ratios (or "P/S") below...분석 기사 • Nov 06uPI Semiconductor Corp. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowuPI Semiconductor Corp. ( TWSE:6719 ) shareholders are probably feeling a little disappointed, since its shares fell...Major Estimate Revision • Nov 05Consensus EPS estimates fall by 40%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from NT$4.45 to NT$2.66 per share. Revenue forecast steady at NT$3.73b. Net income forecast to grow 113% next year vs 31% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$244 to NT$238. Share price fell 4.3% to NT$234 over the past week.공시 • Nov 02uPI Semiconductor Corp. Announces Executive ChangesuPI Semiconductor Corp. announced change of CTO and Head of R&D Center of the Company, name, title, and resume of the previous position holder: Jeff Wang/CTO and Head of R&D Center with Name, title, and resume of the new position holder: Henry Lin/Director of R&D Division. Type of the change is resignation. The previous CTO and Head of R&D Center resigned on November 1, 2024.,and acting the Head of R&D Center takes over on the same day.공시 • Oct 25uPI Semiconductor Corp. to Report Q3, 2024 Results on Nov 01, 2024uPI Semiconductor Corp. announced that they will report Q3, 2024 results on Nov 01, 2024분석 기사 • Oct 16Some May Be Optimistic About uPI Semiconductor's (TWSE:6719) EarningsThe market for uPI Semiconductor Corp.'s ( TWSE:6719 ) shares didn't move much after it posted weak earnings recently...Reported Earnings • Oct 12Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: NT$1.07 (up from NT$0.30 in 2Q 2023). Revenue: NT$921.8m (up 16% from 2Q 2023). Net income: NT$97.1m (up 299% from 2Q 2023). Profit margin: 11% (up from 3.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.5%. Earnings per share (EPS) also surpassed analyst estimates by 1.7%. Revenue is forecast to grow 19% 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 55% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.분석 기사 • Sep 26uPI Semiconductor's (TWSE:6719) Returns On Capital Not Reflecting Well On The BusinessIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...분석 기사 • Aug 26Getting In Cheap On uPI Semiconductor Corp. (TWSE:6719) Is UnlikelyWhen close to half the companies in the Semiconductor industry in Taiwan have price-to-sales ratios (or "P/S") below...Price Target Changed • Aug 07Price target decreased by 9.8% to NT$284Down from NT$315, the current price target is an average from 6 analysts. New target price is 28% above last closing price of NT$222. Stock is down 1.1% over the past year. The company is forecast to post earnings per share of NT$4.69 for next year compared to NT$0.63 last year.Major Estimate Revision • Aug 07Consensus EPS estimates fall by 17%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from NT$3.66b to NT$3.76b. EPS estimate fell from NT$5.17 to NT$4.30 per share. Net income forecast to grow 169% next year vs 34% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$295 to NT$266. Share price fell 14% to NT$222 over the past week.공시 • Jul 27uPI Semiconductor Corp. to Report Q2, 2024 Results on Aug 05, 2024uPI Semiconductor Corp. announced that they will report Q2, 2024 results on Aug 05, 2024공시 • Jul 20+ 1 more updateuPI Semiconductor Corp. Announces the Changes Members of the Remuneration CommitteeuPI Semiconductor Corp. Announced the changes of members of the Remuneration Committee. Name of the functional committees: Remuneration Committee; Name of the previous position holder: Independent Director: William W. Sheng; Independent Director: Jann-Hwa Shyu and Independent Director: Gordon Yu. Resume of the previous position holder: William W. Sheng: Full-time Professor, Department of Finance and Taxation, National Taichung University of Science and Technology; Jann-Hwa Shyu:Chairman, Episil Technologies Inc. and Gordon Yu: Co-Founder and Chairman, C-One Technology Corp. Name of the new position holder: Independent Director: Shiou-lian Lin; Independent Director: Wan-Wan Lin and Independent Director: Ta-Sheng Chiu. Resume of the new position holder: Shiou-lian Lin:Chairman, Human Management Consulting Co. Ltd. and Independent Director, AAEON Technology Inc., 1 Production Film Co. and Pleasant Hotels International Inc.; Wan-Wan Lin: Adjunct Professor Rank Specialist, Accountung, National Taiwan University and CPA, Chuan Zhi Accounting Firm; Ta-Sheng Chiu: President, Modafite International Co. Ltd. and Independent Director,Tong Hsing Electronic Ind. Ltd. and Taiwan Chinsan Electronic Industrial Co. Ltd. Effective date of the new member: 18 July 2024.공시 • Jul 19uPI Semiconductor Corp. Announces the Appointment of Tie-Min Chen as Deputy ChairpersonuPI Semiconductor Corp. announced the appointment of Tie-Min Chen as deputy chairperson, effective 18 July 2024. Tie-Min Chen is Founder and Chairman, YAGEO Group.Upcoming Dividend • Jul 11Upcoming dividend of NT$1.99 per shareEligible shareholders must have bought the stock before 18 July 2024. Payment date: 20 August 2024. Payout ratio is on the higher end at 86%, and the cash payout ratio is above 100%. Trailing yield: 0.2%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (1.9%).공시 • Jun 27uPI Semiconductor Corp. Announces Cash Dividends, Payable on August 20, 2024uPI Semiconductor Corp. announced cash dividends of TWD 41,393,644 and cash distribution from capital surplus of TWD 165,574,578. Ex-rights (ex-dividend) trading date is July 18, 2024. Ex-rights (ex-dividend) record date is July 24, 2024. Payment date of common stock cash dividend distribution is August 20, 2024.New Risk • Jun 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (5.9% net profit margin). Shareholders have been diluted in the past year (2.2% increase in shares outstanding).Major Estimate Revision • May 10Consensus 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$3.82b to NT$3.66b. EPS estimate also fell from NT$6.30 per share to NT$5.51 per share. Net income forecast to grow 176% next year vs 36% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$304 unchanged from last update. Share price fell 2.6% to NT$264 over the past week.Price Target Changed • May 04Price target decreased by 8.7% to NT$293Down from NT$321, the current price target is an average from 3 analysts. New target price is 8.2% above last closing price of NT$271. Stock is down 12% over the past year. The company is forecast to post earnings per share of NT$5.70 for next year compared to NT$0.63 last year.Reported Earnings • May 04First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: NT$1.41 (up from NT$0.28 loss in 1Q 2023). Revenue: NT$846.3m (up 19% from 1Q 2023). Net income: NT$115.8m (up NT$137.9m from 1Q 2023). Profit margin: 14% (up from net loss in 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.0%. Revenue is forecast to grow 20% 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 fallen by 40% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Major Estimate Revision • Mar 01Consensus EPS estimates increase by 36%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from NT$3.96b to NT$3.82b. EPS estimate rose from NT$4.63 to NT$6.30. Net income forecast to grow 909% next year vs 21% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$321 unchanged from last update. Share price rose 5.9% to NT$315 over the past week.Reported Earnings • Feb 26Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: NT$0.63 (down from NT$14.85 in FY 2022). Revenue: NT$3.04b (down 50% from FY 2022). Net income: NT$50.6m (down 96% from FY 2022). Profit margin: 1.7% (down from 19% 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 9.4%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan.Price Target Changed • Feb 25Price target increased by 8.5% to NT$320Up from NT$295, the current price target is an average from 3 analysts. New target price is 7.6% above last closing price of NT$297. Stock is up 1.5% over the past year. The company is forecast to post earnings per share of NT$0.69 for next year compared to NT$14.85 last year.공시 • Feb 23uPI Semiconductor Corp., Annual General Meeting, May 27, 2024uPI Semiconductor Corp., Annual General Meeting, May 27, 2024. Location: Multifunction Meeting Room, 2F., No. 3 Taiyuan 1st St., Zhubei City Hsinchu County Taiwan Agenda: To adopt 2023 Business Report and Financial Statements; to adopt the proposal for distribution of 2023 profits; and to consider other matters.Price Target Changed • Oct 13Price target decreased by 9.9% to NT$264Down from NT$293, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of NT$252. Stock is up 6.1% over the past year. The company is forecast to post earnings per share of NT$1.01 for next year compared to NT$14.85 last year.Reported Earnings • Aug 16Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: NT$0.30 (down from NT$5.74 in 2Q 2022). Revenue: NT$795.7m (down 57% from 2Q 2022). Net income: NT$24.3m (down 95% from 2Q 2022). Profit margin: 3.1% (down from 24% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Taiwan.Major Estimate Revision • Aug 12Consensus revenue estimates decrease by 12%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from NT$3.59b to NT$3.17b. EPS estimate unchanged from NT$2.23 per share at last update. Semiconductor industry in Taiwan expected to see average net income decline 0.2% next year. Consensus price target down from NT$293 to NT$273. Share price fell 7.3% to NT$222 over the past week.Price Target Changed • Jun 30Price target decreased by 7.9% to NT$293Down from NT$319, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of NT$294. Stock is down 29% over the past year. The company is forecast to post earnings per share of NT$2.23 for next year compared to NT$14.85 last year.Upcoming Dividend • Jun 27Upcoming dividend of NT$9.96 per share at 3.4% yieldEligible shareholders must have bought the stock before 04 July 2023. Payment date: 03 August 2023. The company is paying out more than 100% of its profits and is paying out 91% of its cash flow. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (3.2%).Reported Earnings • May 27First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: NT$0.28 loss per share (down from NT$5.19 profit in 1Q 2022). Revenue: NT$714.0m (down 58% from 1Q 2022). Net loss: NT$22.1m (down 106% from profit in 1Q 2022). Revenue missed analyst estimates by 16%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan.Major Estimate Revision • May 13Consensus revenue estimates decrease by 18%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from NT$4.63b to NT$3.79b. EPS estimate unchanged from NT$8.04 per share at last update. Semiconductor industry in Taiwan expected to see average net income decline 15% next year. Consensus price target of NT$307 unchanged from last update. Share price fell 2.4% to NT$301 over the past week.Price Target Changed • Apr 18Price target increased by 14% to NT$319Up from NT$280, the current price target is an average from 4 analysts. New target price is 13% below last closing price of NT$366. Stock is down 30% over the past year. The company is forecast to post earnings per share of NT$8.04 for next year compared to NT$14.85 last year.Buying Opportunity • Mar 07Now 20% undervaluedOver the last 90 days, the stock is up 8.6%. The fair value is estimated to be NT$386, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 64%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 40% in the next 2 years.Price Target Changed • Feb 20Price target increased by 11% to NT$298Up from NT$268, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of NT$300. Stock is down 63% over the past year. The company is forecast to post earnings per share of NT$13.08 for next year compared to NT$14.85 last year.Reported Earnings • Feb 19Full year 2022 earnings released: EPS: NT$14.85 (vs NT$15.75 in FY 2021)Full year 2022 results: EPS: NT$14.85. Revenue: NT$6.08b (up 2.3% from FY 2021). Net income: NT$1.16b (up 4.1% from FY 2021). Profit margin: 19% (in line with FY 2021). Revenue is forecast to grow 9.5% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Semiconductor industry in Taiwan.Price Target Changed • Nov 16Price target decreased to NT$268Down from NT$339, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of NT$277. Stock is down 66% over the past year. The company is forecast to post earnings per share of NT$16.05 for next year compared to NT$15.75 last year.Price Target Changed • Nov 07Price target decreased to NT$268Down from NT$339, the current price target is an average from 3 analysts. New target price is 6.8% above last closing price of NT$251. Stock is down 63% over the past year. The company is forecast to post earnings per share of NT$16.97 for next year compared to NT$15.75 last year.Reported Earnings • Nov 06Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: NT$3.76 (down from NT$5.16 in 3Q 2021). Revenue: NT$1.51b (down 9.5% from 3Q 2021). Net income: NT$294.3m (down 19% from 3Q 2021). Profit margin: 19% (down from 22% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) also missed analyst estimates by 7.2%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Semiconductor industry in Taiwan.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to NT$217, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Semiconductor industry in Taiwan. Total loss to shareholders of 62% over the past year.Upcoming Dividend • Aug 23Upcoming dividend of NT$7.49 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Taiwanese dividend payers (6.4%). Lower than average of industry peers (3.6%).Price Target Changed • Aug 12Price target decreased to NT$508Down from NT$595, the current price target is an average from 3 analysts. New target price is 75% above last closing price of NT$290. Stock is down 24% over the past year. The company is forecast to post earnings per share of NT$21.01 for next year compared to NT$15.75 last year.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$286, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Semiconductor industry in Taiwan. Total loss to shareholders of 27% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$207 per share.Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to NT$379, 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 27% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$216 per share.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$461, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 11x in the Semiconductor industry in Taiwan. Total returns to shareholders of 109% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$225 per share.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$584, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 12x in the Semiconductor industry in Taiwan. Total returns to shareholders of 181% over the past year.Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$521, the stock trades at a trailing P/E ratio of 30.4x. Average forward P/E is 11x in the Semiconductor industry in Taiwan. Total returns to shareholders of 201% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$541 per share.Reported Earnings • May 11First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: NT$1.71b (up 46% from 1Q 2021). Net income: NT$400.9m (up 135% from 1Q 2021). Profit margin: 24% (up from 15% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 17%, compared to a 24% growth forecast for the industry in Taiwan.Price Target Changed • May 03Price target decreased to NT$720Down from NT$970, the current price target is an average from 3 analysts. New target price is 56% above last closing price of NT$461. Stock is up 124% over the past year. The company is forecast to post earnings per share of NT$22.74 for next year compared to NT$15.75 last year.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to NT$610, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 13x in the Semiconductor industry in Taiwan. Simply Wall St's valuation model estimates the intrinsic value at NT$924 per share.Buying Opportunity • Mar 04Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be NT$922, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% per annum over the last 3 years. Earnings per share has grown by 52% per annum over the last 3 years.Reported Earnings • Feb 25Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: NT$15.75 (up from NT$6.27 in FY 2020). Revenue: NT$5.95b (up 42% from FY 2020). Net income: NT$1.11b (up 154% from FY 2020). Profit margin: 19% (up from 10% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.2%. Over the next year, revenue is forecast to grow 33%, compared to a 24% growth forecast for the industry in Taiwan.공시 • Feb 22uPI Semiconductor Corp., Annual General Meeting, May 27, 2022uPI Semiconductor Corp., Annual General Meeting, May 27, 2022.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 23% share price gain to NT$983, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Simply Wall St's valuation model estimates the intrinsic value at NT$1,356 per share.공시 • Jan 19uPI Semiconductor Corp. has completed a Follow-on Equity Offering in the amount of TWD 707.054 million.uPI Semiconductor Corp. has completed a Follow-on Equity Offering in the amount of TWD 707.054 million. Security Name: Shares Security Type: Common Stock Transaction Features: Rights OfferingValuation Update With 7 Day Price Move • Nov 13Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$802, the stock trades at a trailing P/E ratio of 61.8x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan.Reported Earnings • Nov 08Third quarter 2021 earnings released: EPS NT$5.16 (vs NT$2.89 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.67b (up 21% from 3Q 2020). Net income: NT$365.1m (up 82% from 3Q 2020). Profit margin: 22% (up from 14% in 3Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$584, the stock trades at a trailing P/E ratio of 54.8x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$585, the stock trades at a trailing P/E ratio of 54.9x. Average trailing P/E is 20x in the Semiconductor industry in Taiwan.Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 22% share price gain to NT$471, the stock trades at a trailing P/E ratio of 43.8x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$395, the stock trades at a trailing P/E ratio of 63x. Average trailing P/E is 27x in the Semiconductor industry in Taiwan.이익 및 매출 성장 예측TWSE:6719 - 애널리스트 향후 추정치 및 과거 재무 데이터 (TWD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20285,827N/AN/AN/A112/31/20275,1259602,0162,057312/31/20264,6568761,7531,79163/31/20264,581758644725N/A12/31/20254,581693893972N/A9/30/20254,3274459421,027N/A6/30/20254,1362169611,051N/A3/31/20253,8312701,2381,315N/A12/31/20243,6982301,1901,275N/A9/30/20243,5682429521,044N/A6/30/20243,296261743826N/A3/31/20243,170188463548N/A12/31/20233,037511593N/A9/30/20233,22356-159-90N/A6/30/20234,01531182161N/A3/31/20235,090736648738N/A12/31/20226,0851,1599751,070N/A9/30/20226,7641,4521,2681,351N/A6/30/20226,9231,5221,2781,369N/A3/31/20226,4901,343899983N/A12/31/20215,9511,113909995N/A9/30/20215,399918819907N/A6/30/20215,112754660733N/A3/31/20214,521546469541N/A12/31/20204,199438361421N/A9/30/20203,859354264325N/A6/30/20203,251180199268N/A3/31/20203,033126-84196N/A12/31/20192,81572N/A124N/A9/30/20192,908156N/A87N/A6/30/20193,001240N/A50N/A3/31/20193,285367N/A161N/A12/31/20183,569494N/A273N/A9/30/20183,434438N/A241N/A6/30/20183,298382N/A210N/A3/31/20182,980241N/A171N/A12/31/20172,662100N/A131N/A12/31/20163,060110N/A-34N/A12/31/20152,490-40N/A89N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 6719 의 연간 예상 수익 증가율(13.9%)이 saving rate(1.3%)보다 높습니다.수익 vs 시장: 6719 의 연간 수익(13.9%)이 TW 시장(26.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 6719 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 6719 의 수익(연간 7.7%)이 TW 시장(연간 18.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 6719 의 수익(연간 7.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 6719의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 08:56종가2026/05/22 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 소스uPI Semiconductor Corp.는 5명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Zheng LuGoldman SachsZhixuan HsuKGI Securities Co. Ltd.Chelsey SuMasterlink Securities Investment Advisory2명의 분석가 더 보기
Major Estimate Revision • Mar 05Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from NT$5.08b to NT$4.87b. EPS estimate also fell from NT$8.04 per share to NT$7.05 per share. Net income forecast to grow 7.2% next year vs 43% growth forecast for Semiconductor industry in Taiwan. Consensus price target broadly unchanged at NT$213. Share price fell 4.6% to NT$177 over the past week.
Price Target Changed • May 13Price target decreased by 8.7% to NT$211Down from NT$231, the current price target is an average from 4 analysts. New target price is 8.9% above last closing price of NT$194. Stock is down 27% over the past year. The company is forecast to post earnings per share of NT$5.49 for next year compared to NT$2.42 last year.
Major Estimate Revision • May 12Consensus EPS estimates fall by 18%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from NT$4.42b to NT$4.49b. EPS estimate fell from NT$6.59 to NT$5.38 per share. Net income forecast to grow 142% next year vs 17% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$231 to NT$220. Share price rose 6.6% to NT$195 over the past week.
분석 기사 • Nov 06uPI Semiconductor Corp. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowuPI Semiconductor Corp. ( TWSE:6719 ) shareholders are probably feeling a little disappointed, since its shares fell...
Major Estimate Revision • Nov 05Consensus EPS estimates fall by 40%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from NT$4.45 to NT$2.66 per share. Revenue forecast steady at NT$3.73b. Net income forecast to grow 113% next year vs 31% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$244 to NT$238. Share price fell 4.3% to NT$234 over the past week.
Price Target Changed • Aug 07Price target decreased by 9.8% to NT$284Down from NT$315, the current price target is an average from 6 analysts. New target price is 28% above last closing price of NT$222. Stock is down 1.1% over the past year. The company is forecast to post earnings per share of NT$4.69 for next year compared to NT$0.63 last year.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$220, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 28x in the Semiconductor industry in Taiwan. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$259 per share.
Reported Earnings • May 09First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: NT$2.10 (up from NT$1.49 in 1Q 2025). Revenue: NT$979.1m (flat on 1Q 2025). Net income: NT$221.0m (up 42% from 1Q 2025). Profit margin: 23% (up from 16% in 1Q 2025). Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates by 26%. Revenue is forecast to grow 7.7% 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 increased by 11% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
New Risk • Mar 19New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Major Estimate Revision • Mar 05Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from NT$5.08b to NT$4.87b. EPS estimate also fell from NT$8.04 per share to NT$7.05 per share. Net income forecast to grow 7.2% next year vs 43% growth forecast for Semiconductor industry in Taiwan. Consensus price target broadly unchanged at NT$213. Share price fell 4.6% to NT$177 over the past week.
공시 • Mar 02uPI Semiconductor Corp., Annual General Meeting, May 20, 2026uPI Semiconductor Corp., Annual General Meeting, May 20, 2026, at 10:00 Taipei Standard Time. Location: 2 floor no,3, t`ai yuan 1st st., jhubei city, hsinchu county Taiwan
Reported Earnings • Feb 28Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: NT$6.58 (up from NT$2.42 in FY 2024). Revenue: NT$4.58b (up 24% from FY 2024). Net income: NT$692.7m (up 201% from FY 2024). Profit margin: 15% (up from 6.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 13% 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 37% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: NT$2.36 (up from NT$0.20 in 3Q 2024). Revenue: NT$1.19b (up 19% from 3Q 2024). Net income: NT$249.1m (up NT$228.6m from 3Q 2024). Profit margin: 21% (up from 2.1% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 39%. Revenue is forecast to grow 11% 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, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
New Risk • Nov 05New major risk - Revenue and earnings growthEarnings have declined by 26% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 26% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (5.2% net profit margin).
Reported Earnings • Aug 07Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: NT$0.41 (down from NT$1.07 in 2Q 2024). Revenue: NT$1.23b (up 33% from 2Q 2024). Net income: NT$42.8m (down 56% from 2Q 2024). Profit margin: 3.5% (down from 11% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 66%. Revenue is forecast to grow 15% 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, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Jul 10Upcoming dividend of NT$1.70 per shareEligible shareholders must have bought the stock before 17 July 2025. Payment date: 20 August 2025. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (2.2%).
Declared Dividend • Jun 23Dividend of NT$1.70 announcedShareholders will receive a dividend of NT$1.70. Ex-date: 17th July 2025 Payment date: 20th August 2025 Dividend yield will be 0.9%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 63%. Cash payout ratio: 14%.
공시 • Jun 21uPI Semiconductor Corp. Announces Cash Dividends, Payable on August 20, 2025uPI Semiconductor Corp. announced cash dividends of TWD 178,962,041. Ex-rights (ex-dividend) trading date is July 17, 2025. Ex-rights (ex-dividend) record date is July 25, 2025. Payment date of common stock cash dividend distribution is August 20, 2025.
Price Target Changed • May 13Price target decreased by 8.7% to NT$211Down from NT$231, the current price target is an average from 4 analysts. New target price is 8.9% above last closing price of NT$194. Stock is down 27% over the past year. The company is forecast to post earnings per share of NT$5.49 for next year compared to NT$2.42 last year.
Major Estimate Revision • May 12Consensus EPS estimates fall by 18%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from NT$4.42b to NT$4.49b. EPS estimate fell from NT$6.59 to NT$5.38 per share. Net income forecast to grow 142% next year vs 17% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$231 to NT$220. Share price rose 6.6% to NT$195 over the past week.
Reported Earnings • May 08First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$1.48 (up from NT$1.41 in 1Q 2024). Revenue: NT$979.0m (up 16% from 1Q 2024). Net income: NT$156.0m (up 35% from 1Q 2024). Profit margin: 16% (up from 14% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 24%. Revenue is forecast to grow 17% 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, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$158, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total loss to shareholders of 71% over the past three years.
분석 기사 • Mar 31uPI Semiconductor Corp. (TWSE:6719) Investors Are Less Pessimistic Than ExpecteduPI Semiconductor Corp.'s ( TWSE:6719 ) price-to-sales (or "P/S") ratio of 5.1x may not look like an appealing...
Reported Earnings • Feb 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: NT$2.42 (up from NT$0.63 in FY 2023). Revenue: NT$3.70b (up 22% from FY 2023). Net income: NT$230.0m (up 355% from FY 2023). Profit margin: 6.2% (up from 1.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 18% 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, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance.
공시 • Feb 27uPI Semiconductor Corp., Annual General Meeting, May 26, 2025uPI Semiconductor Corp., Annual General Meeting, May 26, 2025, at 10:00 Taipei Standard Time. Location: 2 floor no,3, t`ai yuan 1st st., jhubei city, hsinchu county Taiwan
공시 • Feb 18uPI Semiconductor Corp. to Report Fiscal Year 2024 Results on Feb 25, 2025uPI Semiconductor Corp. announced that they will report fiscal year 2024 results on Feb 25, 2025
분석 기사 • Jan 10Here's What's Concerning About uPI Semiconductor's (TWSE:6719) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
분석 기사 • Dec 05uPI Semiconductor Corp.'s (TWSE:6719) Business Is Yet to Catch Up With Its Share PriceWhen close to half the companies in the Semiconductor industry in Taiwan have price-to-sales ratios (or "P/S") below...
분석 기사 • Nov 06uPI Semiconductor Corp. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowuPI Semiconductor Corp. ( TWSE:6719 ) shareholders are probably feeling a little disappointed, since its shares fell...
Major Estimate Revision • Nov 05Consensus EPS estimates fall by 40%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from NT$4.45 to NT$2.66 per share. Revenue forecast steady at NT$3.73b. Net income forecast to grow 113% next year vs 31% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$244 to NT$238. Share price fell 4.3% to NT$234 over the past week.
공시 • Nov 02uPI Semiconductor Corp. Announces Executive ChangesuPI Semiconductor Corp. announced change of CTO and Head of R&D Center of the Company, name, title, and resume of the previous position holder: Jeff Wang/CTO and Head of R&D Center with Name, title, and resume of the new position holder: Henry Lin/Director of R&D Division. Type of the change is resignation. The previous CTO and Head of R&D Center resigned on November 1, 2024.,and acting the Head of R&D Center takes over on the same day.
공시 • Oct 25uPI Semiconductor Corp. to Report Q3, 2024 Results on Nov 01, 2024uPI Semiconductor Corp. announced that they will report Q3, 2024 results on Nov 01, 2024
분석 기사 • Oct 16Some May Be Optimistic About uPI Semiconductor's (TWSE:6719) EarningsThe market for uPI Semiconductor Corp.'s ( TWSE:6719 ) shares didn't move much after it posted weak earnings recently...
Reported Earnings • Oct 12Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: NT$1.07 (up from NT$0.30 in 2Q 2023). Revenue: NT$921.8m (up 16% from 2Q 2023). Net income: NT$97.1m (up 299% from 2Q 2023). Profit margin: 11% (up from 3.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.5%. Earnings per share (EPS) also surpassed analyst estimates by 1.7%. Revenue is forecast to grow 19% 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 55% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
분석 기사 • Sep 26uPI Semiconductor's (TWSE:6719) Returns On Capital Not Reflecting Well On The BusinessIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
분석 기사 • Aug 26Getting In Cheap On uPI Semiconductor Corp. (TWSE:6719) Is UnlikelyWhen close to half the companies in the Semiconductor industry in Taiwan have price-to-sales ratios (or "P/S") below...
Price Target Changed • Aug 07Price target decreased by 9.8% to NT$284Down from NT$315, the current price target is an average from 6 analysts. New target price is 28% above last closing price of NT$222. Stock is down 1.1% over the past year. The company is forecast to post earnings per share of NT$4.69 for next year compared to NT$0.63 last year.
Major Estimate Revision • Aug 07Consensus EPS estimates fall by 17%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from NT$3.66b to NT$3.76b. EPS estimate fell from NT$5.17 to NT$4.30 per share. Net income forecast to grow 169% next year vs 34% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$295 to NT$266. Share price fell 14% to NT$222 over the past week.
공시 • Jul 27uPI Semiconductor Corp. to Report Q2, 2024 Results on Aug 05, 2024uPI Semiconductor Corp. announced that they will report Q2, 2024 results on Aug 05, 2024
공시 • Jul 20+ 1 more updateuPI Semiconductor Corp. Announces the Changes Members of the Remuneration CommitteeuPI Semiconductor Corp. Announced the changes of members of the Remuneration Committee. Name of the functional committees: Remuneration Committee; Name of the previous position holder: Independent Director: William W. Sheng; Independent Director: Jann-Hwa Shyu and Independent Director: Gordon Yu. Resume of the previous position holder: William W. Sheng: Full-time Professor, Department of Finance and Taxation, National Taichung University of Science and Technology; Jann-Hwa Shyu:Chairman, Episil Technologies Inc. and Gordon Yu: Co-Founder and Chairman, C-One Technology Corp. Name of the new position holder: Independent Director: Shiou-lian Lin; Independent Director: Wan-Wan Lin and Independent Director: Ta-Sheng Chiu. Resume of the new position holder: Shiou-lian Lin:Chairman, Human Management Consulting Co. Ltd. and Independent Director, AAEON Technology Inc., 1 Production Film Co. and Pleasant Hotels International Inc.; Wan-Wan Lin: Adjunct Professor Rank Specialist, Accountung, National Taiwan University and CPA, Chuan Zhi Accounting Firm; Ta-Sheng Chiu: President, Modafite International Co. Ltd. and Independent Director,Tong Hsing Electronic Ind. Ltd. and Taiwan Chinsan Electronic Industrial Co. Ltd. Effective date of the new member: 18 July 2024.
공시 • Jul 19uPI Semiconductor Corp. Announces the Appointment of Tie-Min Chen as Deputy ChairpersonuPI Semiconductor Corp. announced the appointment of Tie-Min Chen as deputy chairperson, effective 18 July 2024. Tie-Min Chen is Founder and Chairman, YAGEO Group.
Upcoming Dividend • Jul 11Upcoming dividend of NT$1.99 per shareEligible shareholders must have bought the stock before 18 July 2024. Payment date: 20 August 2024. Payout ratio is on the higher end at 86%, and the cash payout ratio is above 100%. Trailing yield: 0.2%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (1.9%).
공시 • Jun 27uPI Semiconductor Corp. Announces Cash Dividends, Payable on August 20, 2024uPI Semiconductor Corp. announced cash dividends of TWD 41,393,644 and cash distribution from capital surplus of TWD 165,574,578. Ex-rights (ex-dividend) trading date is July 18, 2024. Ex-rights (ex-dividend) record date is July 24, 2024. Payment date of common stock cash dividend distribution is August 20, 2024.
New Risk • Jun 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (5.9% net profit margin). Shareholders have been diluted in the past year (2.2% increase in shares outstanding).
Major Estimate Revision • May 10Consensus 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$3.82b to NT$3.66b. EPS estimate also fell from NT$6.30 per share to NT$5.51 per share. Net income forecast to grow 176% next year vs 36% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$304 unchanged from last update. Share price fell 2.6% to NT$264 over the past week.
Price Target Changed • May 04Price target decreased by 8.7% to NT$293Down from NT$321, the current price target is an average from 3 analysts. New target price is 8.2% above last closing price of NT$271. Stock is down 12% over the past year. The company is forecast to post earnings per share of NT$5.70 for next year compared to NT$0.63 last year.
Reported Earnings • May 04First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: NT$1.41 (up from NT$0.28 loss in 1Q 2023). Revenue: NT$846.3m (up 19% from 1Q 2023). Net income: NT$115.8m (up NT$137.9m from 1Q 2023). Profit margin: 14% (up from net loss in 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.0%. Revenue is forecast to grow 20% 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 fallen by 40% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Major Estimate Revision • Mar 01Consensus EPS estimates increase by 36%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from NT$3.96b to NT$3.82b. EPS estimate rose from NT$4.63 to NT$6.30. Net income forecast to grow 909% next year vs 21% growth forecast for Semiconductor industry in Taiwan. Consensus price target of NT$321 unchanged from last update. Share price rose 5.9% to NT$315 over the past week.
Reported Earnings • Feb 26Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: NT$0.63 (down from NT$14.85 in FY 2022). Revenue: NT$3.04b (down 50% from FY 2022). Net income: NT$50.6m (down 96% from FY 2022). Profit margin: 1.7% (down from 19% 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 9.4%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan.
Price Target Changed • Feb 25Price target increased by 8.5% to NT$320Up from NT$295, the current price target is an average from 3 analysts. New target price is 7.6% above last closing price of NT$297. Stock is up 1.5% over the past year. The company is forecast to post earnings per share of NT$0.69 for next year compared to NT$14.85 last year.
공시 • Feb 23uPI Semiconductor Corp., Annual General Meeting, May 27, 2024uPI Semiconductor Corp., Annual General Meeting, May 27, 2024. Location: Multifunction Meeting Room, 2F., No. 3 Taiyuan 1st St., Zhubei City Hsinchu County Taiwan Agenda: To adopt 2023 Business Report and Financial Statements; to adopt the proposal for distribution of 2023 profits; and to consider other matters.
Price Target Changed • Oct 13Price target decreased by 9.9% to NT$264Down from NT$293, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of NT$252. Stock is up 6.1% over the past year. The company is forecast to post earnings per share of NT$1.01 for next year compared to NT$14.85 last year.
Reported Earnings • Aug 16Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: NT$0.30 (down from NT$5.74 in 2Q 2022). Revenue: NT$795.7m (down 57% from 2Q 2022). Net income: NT$24.3m (down 95% from 2Q 2022). Profit margin: 3.1% (down from 24% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Taiwan.
Major Estimate Revision • Aug 12Consensus revenue estimates decrease by 12%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from NT$3.59b to NT$3.17b. EPS estimate unchanged from NT$2.23 per share at last update. Semiconductor industry in Taiwan expected to see average net income decline 0.2% next year. Consensus price target down from NT$293 to NT$273. Share price fell 7.3% to NT$222 over the past week.
Price Target Changed • Jun 30Price target decreased by 7.9% to NT$293Down from NT$319, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of NT$294. Stock is down 29% over the past year. The company is forecast to post earnings per share of NT$2.23 for next year compared to NT$14.85 last year.
Upcoming Dividend • Jun 27Upcoming dividend of NT$9.96 per share at 3.4% yieldEligible shareholders must have bought the stock before 04 July 2023. Payment date: 03 August 2023. The company is paying out more than 100% of its profits and is paying out 91% of its cash flow. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (3.2%).
Reported Earnings • May 27First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: NT$0.28 loss per share (down from NT$5.19 profit in 1Q 2022). Revenue: NT$714.0m (down 58% from 1Q 2022). Net loss: NT$22.1m (down 106% from profit in 1Q 2022). Revenue missed analyst estimates by 16%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan.
Major Estimate Revision • May 13Consensus revenue estimates decrease by 18%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from NT$4.63b to NT$3.79b. EPS estimate unchanged from NT$8.04 per share at last update. Semiconductor industry in Taiwan expected to see average net income decline 15% next year. Consensus price target of NT$307 unchanged from last update. Share price fell 2.4% to NT$301 over the past week.
Price Target Changed • Apr 18Price target increased by 14% to NT$319Up from NT$280, the current price target is an average from 4 analysts. New target price is 13% below last closing price of NT$366. Stock is down 30% over the past year. The company is forecast to post earnings per share of NT$8.04 for next year compared to NT$14.85 last year.
Buying Opportunity • Mar 07Now 20% undervaluedOver the last 90 days, the stock is up 8.6%. The fair value is estimated to be NT$386, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 64%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 40% in the next 2 years.
Price Target Changed • Feb 20Price target increased by 11% to NT$298Up from NT$268, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of NT$300. Stock is down 63% over the past year. The company is forecast to post earnings per share of NT$13.08 for next year compared to NT$14.85 last year.
Reported Earnings • Feb 19Full year 2022 earnings released: EPS: NT$14.85 (vs NT$15.75 in FY 2021)Full year 2022 results: EPS: NT$14.85. Revenue: NT$6.08b (up 2.3% from FY 2021). Net income: NT$1.16b (up 4.1% from FY 2021). Profit margin: 19% (in line with FY 2021). Revenue is forecast to grow 9.5% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Semiconductor industry in Taiwan.
Price Target Changed • Nov 16Price target decreased to NT$268Down from NT$339, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of NT$277. Stock is down 66% over the past year. The company is forecast to post earnings per share of NT$16.05 for next year compared to NT$15.75 last year.
Price Target Changed • Nov 07Price target decreased to NT$268Down from NT$339, the current price target is an average from 3 analysts. New target price is 6.8% above last closing price of NT$251. Stock is down 63% over the past year. The company is forecast to post earnings per share of NT$16.97 for next year compared to NT$15.75 last year.
Reported Earnings • Nov 06Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: NT$3.76 (down from NT$5.16 in 3Q 2021). Revenue: NT$1.51b (down 9.5% from 3Q 2021). Net income: NT$294.3m (down 19% from 3Q 2021). Profit margin: 19% (down from 22% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) also missed analyst estimates by 7.2%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Semiconductor industry in Taiwan.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to NT$217, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Semiconductor industry in Taiwan. Total loss to shareholders of 62% over the past year.
Upcoming Dividend • Aug 23Upcoming dividend of NT$7.49 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Taiwanese dividend payers (6.4%). Lower than average of industry peers (3.6%).
Price Target Changed • Aug 12Price target decreased to NT$508Down from NT$595, the current price target is an average from 3 analysts. New target price is 75% above last closing price of NT$290. Stock is down 24% over the past year. The company is forecast to post earnings per share of NT$21.01 for next year compared to NT$15.75 last year.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$286, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Semiconductor industry in Taiwan. Total loss to shareholders of 27% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$207 per share.
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to NT$379, 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 27% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$216 per share.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$461, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 11x in the Semiconductor industry in Taiwan. Total returns to shareholders of 109% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$225 per share.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$584, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 12x in the Semiconductor industry in Taiwan. Total returns to shareholders of 181% over the past year.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$521, the stock trades at a trailing P/E ratio of 30.4x. Average forward P/E is 11x in the Semiconductor industry in Taiwan. Total returns to shareholders of 201% over the past year. Simply Wall St's valuation model estimates the intrinsic value at NT$541 per share.
Reported Earnings • May 11First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: NT$1.71b (up 46% from 1Q 2021). Net income: NT$400.9m (up 135% from 1Q 2021). Profit margin: 24% (up from 15% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 17%, compared to a 24% growth forecast for the industry in Taiwan.
Price Target Changed • May 03Price target decreased to NT$720Down from NT$970, the current price target is an average from 3 analysts. New target price is 56% above last closing price of NT$461. Stock is up 124% over the past year. The company is forecast to post earnings per share of NT$22.74 for next year compared to NT$15.75 last year.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to NT$610, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 13x in the Semiconductor industry in Taiwan. Simply Wall St's valuation model estimates the intrinsic value at NT$924 per share.
Buying Opportunity • Mar 04Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be NT$922, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% per annum over the last 3 years. Earnings per share has grown by 52% per annum over the last 3 years.
Reported Earnings • Feb 25Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: NT$15.75 (up from NT$6.27 in FY 2020). Revenue: NT$5.95b (up 42% from FY 2020). Net income: NT$1.11b (up 154% from FY 2020). Profit margin: 19% (up from 10% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.2%. Over the next year, revenue is forecast to grow 33%, compared to a 24% growth forecast for the industry in Taiwan.
공시 • Feb 22uPI Semiconductor Corp., Annual General Meeting, May 27, 2022uPI Semiconductor Corp., Annual General Meeting, May 27, 2022.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 23% share price gain to NT$983, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Simply Wall St's valuation model estimates the intrinsic value at NT$1,356 per share.
공시 • Jan 19uPI Semiconductor Corp. has completed a Follow-on Equity Offering in the amount of TWD 707.054 million.uPI Semiconductor Corp. has completed a Follow-on Equity Offering in the amount of TWD 707.054 million. Security Name: Shares Security Type: Common Stock Transaction Features: Rights Offering
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$802, the stock trades at a trailing P/E ratio of 61.8x. Average trailing P/E is 22x in the Semiconductor industry in Taiwan.
Reported Earnings • Nov 08Third quarter 2021 earnings released: EPS NT$5.16 (vs NT$2.89 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.67b (up 21% from 3Q 2020). Net income: NT$365.1m (up 82% from 3Q 2020). Profit margin: 22% (up from 14% in 3Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$584, the stock trades at a trailing P/E ratio of 54.8x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$585, the stock trades at a trailing P/E ratio of 54.9x. Average trailing P/E is 20x in the Semiconductor industry in Taiwan.
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 22% share price gain to NT$471, the stock trades at a trailing P/E ratio of 43.8x. Average trailing P/E is 21x in the Semiconductor industry in Taiwan.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$395, the stock trades at a trailing P/E ratio of 63x. Average trailing P/E is 27x in the Semiconductor industry in Taiwan.