View ValuationVisEra Technologies 향후 성장Future 기준 점검 2/6VisEra Technologies (는) 각각 연간 21.5% 및 11.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 21.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.3% 로 예상됩니다.핵심 정보21.5%이익 성장률21.47%EPS 성장률Semiconductor 이익 성장26.2%매출 성장률11.6%향후 자기자본이익률11.34%애널리스트 커버리지Low마지막 업데이트07 May 2026최근 향후 성장 업데이트Price Target Changed • May 08Price target increased by 50% to NT$380Up from NT$254, the current price target is an average from 2 analysts. New target price is 37% below last closing price of NT$603. Stock is up 194% over the past year. The company is forecast to post earnings per share of NT$5.44 for next year compared to NT$4.01 last year.Price Target Changed • Aug 08Price target decreased by 9.6% to NT$244Down from NT$270, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of NT$234. Stock is down 17% over the past year. The company is forecast to post earnings per share of NT$3.52 for next year compared to NT$5.49 last year.Major Estimate Revision • Aug 08Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$10.2b to NT$9.06b. EPS estimate fell from NT$6.05 to NT$3.67 per share. Net income forecast to shrink 21% next year vs 14% growth forecast for Semiconductor industry in Taiwan . Consensus price target broadly unchanged at NT$268. Share price was steady at NT$234 over the past week.Price Target Changed • May 09Price target decreased by 11% to NT$270Down from NT$304, the current price target is an average from 3 analysts. New target price is 32% above last closing price of NT$205. Stock is down 21% over the past year. The company is forecast to post earnings per share of NT$5.52 for next year compared to NT$5.49 last year.Major Estimate Revision • Feb 21Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$10.8b to NT$10.0b. EPS estimate also fell from NT$7.20 per share to NT$6.16 per share. Net income forecast to grow 56% next year vs 29% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$320 to NT$304. Share price was steady at NT$309 over the past week.Price Target Changed • Feb 21Price target decreased by 7.7% to NT$296Down from NT$320, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of NT$310. Stock is down 5.5% over the past year. The company is forecast to post earnings per share of NT$5.46 for next year compared to NT$1.13 last year.모든 업데이트 보기Recent updatesReported Earnings • May 09First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: NT$1.50 (up from NT$0.85 in 1Q 2025). Revenue: NT$2.35b (up 8.0% from 1Q 2025). Net income: NT$475.9m (up 77% from 1Q 2025). Profit margin: 20% (up from 12% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 49%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • May 08Price target increased by 50% to NT$380Up from NT$254, the current price target is an average from 2 analysts. New target price is 37% below last closing price of NT$603. Stock is up 194% over the past year. The company is forecast to post earnings per share of NT$5.44 for next year compared to NT$4.01 last year.New Risk • Mar 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$312, the stock trades at a forward P/E ratio of 62x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 36% over the past three years.Reported Earnings • Feb 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: NT$4.01 (down from NT$5.49 in FY 2024). Revenue: NT$8.94b (down 11% from FY 2024). Net income: NT$1.27b (down 27% from FY 2024). Profit margin: 14% (down from 17% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.3%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공시 • Feb 13VisEra Technologies Company Ltd., Annual General Meeting, May 27, 2026VisEra Technologies Company Ltd., Annual General Meeting, May 27, 2026. Location: no,88, chuang ching 1st rd., jhubei city, hsinchu county TaiwanValuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$263, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 13% over the past three years.Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: NT$1.09 (vs NT$1.82 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.09 (down from NT$1.82 in 3Q 2024). Revenue: NT$2.26b (down 18% from 3Q 2024). Net income: NT$346.3m (down 40% from 3Q 2024). Profit margin: 15% (down from 21% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$321, the stock trades at a forward P/E ratio of 69x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 10% over the past three years.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$0.86 (vs NT$1.34 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.86 (down from NT$1.34 in 2Q 2024). Revenue: NT$2.22b (down 9.6% from 2Q 2024). Net income: NT$273.2m (down 36% from 2Q 2024). Profit margin: 12% (down from 17% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Price Target Changed • Aug 08Price target decreased by 9.6% to NT$244Down from NT$270, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of NT$234. Stock is down 17% over the past year. The company is forecast to post earnings per share of NT$3.52 for next year compared to NT$5.49 last year.Major Estimate Revision • Aug 08Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$10.2b to NT$9.06b. EPS estimate fell from NT$6.05 to NT$3.67 per share. Net income forecast to shrink 21% next year vs 14% growth forecast for Semiconductor industry in Taiwan . Consensus price target broadly unchanged at NT$268. Share price was steady at NT$234 over the past week.Upcoming Dividend • Jun 20Upcoming dividend of NT$3.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 25 July 2025. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (2.3%).Declared Dividend • May 31Dividend of NT$3.00 announcedShareholders will receive a dividend of NT$3.00. Ex-date: 27th June 2025 Payment date: 25th July 2025 Dividend yield will be 1.4%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 11% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • May 30VisEra Technologies Company Ltd. Announces Cash Dividend, Payable on July 25, 2025VisEra Technologies Company Ltd. announced cash dividend of TWD 952,023,357. Ex-rights (ex-dividend) trading date is June 27, 2025. Ex-rights (ex-dividend) record date is July 5, 2025. Payment date of common stock cash dividend distribution is July 25, 2025.Reported Earnings • May 09First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: NT$0.85 (up from NT$0.57 in 1Q 2024). Revenue: NT$2.17b (up 3.1% from 1Q 2024). Net income: NT$269.4m (up 48% from 1Q 2024). Profit margin: 12% (up from 8.6% in 1Q 2024). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.Price Target Changed • May 09Price target decreased by 11% to NT$270Down from NT$304, the current price target is an average from 3 analysts. New target price is 32% above last closing price of NT$205. Stock is down 21% over the past year. The company is forecast to post earnings per share of NT$5.52 for next year compared to NT$5.49 last year.공시 • May 01VisEra Technologies Company Ltd. to Report Q1, 2025 Results on May 08, 2025VisEra Technologies Company Ltd. announced that they will report Q1, 2025 results on May 08, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$185, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total loss to shareholders of 55% over the past three years.Reported Earnings • Feb 24Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: NT$5.49 (up from NT$1.13 in FY 2023). Revenue: NT$10.0b (up 38% from FY 2023). Net income: NT$1.74b (up 388% from FY 2023). Profit margin: 17% (up from 4.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 9.5% 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 fallen by 41% 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.공시 • Feb 21VisEra Technologies Company Ltd., Annual General Meeting, May 22, 2025VisEra Technologies Company Ltd., Annual General Meeting, May 22, 2025. Location: 2 floor no,1, kung yeh tung 2nd rd., hsinchu science park, hsinchu city TaiwanMajor Estimate Revision • Feb 21Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$10.8b to NT$10.0b. EPS estimate also fell from NT$7.20 per share to NT$6.16 per share. Net income forecast to grow 56% next year vs 29% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$320 to NT$304. Share price was steady at NT$309 over the past week.Price Target Changed • Feb 21Price target decreased by 7.7% to NT$296Down from NT$320, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of NT$310. Stock is down 5.5% over the past year. The company is forecast to post earnings per share of NT$5.46 for next year compared to NT$1.13 last year.공시 • Feb 21+ 1 more updateVisEra Technologies Company Ltd. Approves Dividend Distribution for the Year Ended December 31, 2024VisEra Technologies Company Ltd. approved dividend distribution for the year ended December 31, 2024. Appropriations of earnings in cash dividends to shareholders of TWD 3.0 per share. Total amount of cash distributed to shareholders: TWD 952,023,357. Date of the board of directors resolution: February 20, 2025.New Risk • Feb 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.공시 • Feb 13VisEra Technologies Company Ltd. to Report Q4, 2024 Results on Feb 20, 2025VisEra Technologies Company Ltd. announced that they will report Q4, 2024 results on Feb 20, 2025Reported Earnings • Nov 05Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: NT$1.82 (up from NT$0.21 in 3Q 2023). Revenue: NT$2.75b (up 50% from 3Q 2023). Net income: NT$576.3m (up NT$509.1m from 3Q 2023). Profit margin: 21% (up from 3.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.3%. Revenue is forecast to grow 10% 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 50% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.공시 • Oct 25VisEra Technologies Company Ltd. to Report Q3, 2024 Results on Nov 01, 2024VisEra Technologies Company Ltd. announced that they will report Q3, 2024 results on Nov 01, 2024Price Target Changed • Aug 03Price target decreased by 8.1% to NT$370Down from NT$403, the current price target is an average from 2 analysts. New target price is 22% above last closing price of NT$304. Stock is up 40% over the past year. The company is forecast to post earnings per share of NT$5.06 for next year compared to NT$1.13 last year.Reported Earnings • Aug 02Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: NT$1.34 (up from NT$0.57 in 2Q 2023). Revenue: NT$2.45b (up 27% from 2Q 2023). Net income: NT$423.6m (up 136% from 2Q 2023). Profit margin: 17% (up from 9.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 42%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.공시 • Jul 25VisEra Technologies Company Ltd. to Report Q2, 2024 Results on Aug 01, 2024VisEra Technologies Company Ltd. announced that they will report Q2, 2024 results on Aug 01, 2024Declared Dividend • Jun 05Dividend reduced to NT$1.00Dividend of NT$1.00 is 50% lower than last year. Ex-date: 2nd July 2024 Payment date: 26th July 2024 Dividend yield will be 0.3%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 69%. Cash payout ratio: 19%.Major Estimate Revision • May 21Consensus EPS estimates fall by 25%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from NT$10.0b to NT$10.2b. EPS estimate fell from NT$6.68 to NT$5.04 per share. Net income forecast to grow 323% next year vs 29% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$420 to NT$380. Share price was steady at NT$261 over the past week.Reported Earnings • May 11First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: EPS: NT$0.57 (up from NT$0.24 in 1Q 2023). Revenue: NT$2.11b (up 33% from 1Q 2023). Net income: NT$181.9m (up 136% from 1Q 2023). Profit margin: 8.6% (up from 4.8% in 1Q 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 32%. Revenue is forecast to grow 36% 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 fallen by 43% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.공시 • May 03VisEra Technologies Company Ltd. to Report Q1, 2024 Results on May 09, 2024VisEra Technologies Company Ltd. announced that they will report Q1, 2024 results on May 09, 2024Major Estimate Revision • Mar 21Consensus EPS estimates increase by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from NT$9.39b to NT$10.0b. EPS estimate increased from NT$5.11 to NT$6.68 per share. Net income forecast to grow 493% next year vs 24% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$390 to NT$420. Share price rose 5.8% to NT$300 over the past week.공시 • Feb 22+ 2 more updatesVisEra Technologies Company Ltd., Annual General Meeting, May 22, 2024VisEra Technologies Company Ltd., Annual General Meeting, May 22, 2024. Location: Darwin Hall, 2F. , No. 1, Gongye E. 2nd Rd. , HsinChu Science Park, Hsinchu City Taiwan Agenda: To report the business of 2023; to review the audit committee's report; to report 2023 employees' and directors' compensation; to accept 2023 business report and financial statements; to accept 2023 earning distribution; to elect directors; to release non-competition restriction on directors; and to consider any other matter.New Risk • Nov 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Profit margins are more than 30% lower than last year (7.7% net profit margin).Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: NT$0.21 (vs NT$1.21 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.21 (down from NT$1.21 in 3Q 2022). Revenue: NT$1.83b (down 17% from 3Q 2022). Net income: NT$67.2m (down 82% from 3Q 2022). Profit margin: 3.7% (down from 17% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan.공시 • Aug 11VisEra Technologies Company Ltd. Appoints Han-Fei Lin as A Member of Compensation CommitteeBoard of Directors of VisEra Technologies Company Ltd. approved appointment of Mr. Han-Fei Lin as a member of the Compensation Committee of the company. Resume of the new position holder: Easywell Biomedicals Inc. - Chairman and CEO. Effective date of the new member: August 10, 2023.Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$0.57 (vs NT$2.13 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.57 (down from NT$2.13 in 2Q 2022). Revenue: NT$1.94b (down 27% from 2Q 2022). Net income: NT$179.5m (down 71% from 2Q 2022). Profit margin: 9.3% (down from 24% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Semiconductor industry in Taiwan.Upcoming Dividend • Jun 22Upcoming dividend of NT$2.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 26 July 2023. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (3.2%).Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$277, the stock trades at a trailing P/E ratio of 66.3x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total loss to shareholders of 30% over the past year.공시 • May 25VisEra Technologies Company Ltd. Elects Han-Fei Lin as Independent DirectorVisEra Technologies Company Ltd. elected Han-Fei Lin as independent director, effective May 24, 2023. Resume of the new position holder: independent director Han-Fei Lin, Easywell Biomedicals Inc. - Chairman and CEO. Reason for the change: Annual General Shareholders' meeting elect one additional Independent Director.Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Director George Liu is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 13Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: NT$1.21 (down from NT$2.78 in 3Q 2021). Revenue: NT$2.21b (down 22% from 3Q 2021). Net income: NT$381.8m (down 53% from 3Q 2021). Profit margin: 17% (down from 28% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 21%. Earnings per share (EPS) also missed analyst estimates by 56%. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Semiconductor industry in Taiwan.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$198, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Semiconductor industry in Taiwan. Total loss to shareholders of 57% over the past year.Valuation Update With 7 Day Price Move • Oct 12Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to NT$192, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 10x in the Semiconductor industry in Taiwan. Total loss to shareholders of 55% over the past year.Reported Earnings • Aug 16Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: NT$2.12. Net income: NT$624.1m (up NT$624.1m from 2Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 32%, compared to a 20% growth forecast for the Semiconductor industry in Taiwan.공시 • Aug 11VisEra Technologies Company Ltd. Announces President ChangesVisEra Technologies Company Ltd. announced that Mr. SC Sin, the president, will retire on August 31, 2022, and then will be hired as the position of senior consultant. Since September 1, 2022, Mr. Robert Kuan, the chairman, will be appointed as the new president of VisEra.Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$340, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 10x 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$523 per share.Upcoming Dividend • Jul 07Upcoming dividend of NT$1.86 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 24% and the cash payout ratio is 82%. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (6.8%). Lower than average of industry peers (4.1%).Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$302, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 9x in the Semiconductor industry in Taiwan. Total loss to shareholders of 35% over the past year.Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Director George Liu is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Feb 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: NT$7.41 (up from NT$7.18 in FY 2020). Revenue: NT$9.03b (up 30% from FY 2020). Net income: NT$2.17b (up 3.6% from FY 2020). Profit margin: 24% (down from 30% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates.공시 • Feb 25VisEra Technologies Company Ltd., Annual General Meeting, May 24, 2022VisEra Technologies Company Ltd., Annual General Meeting, May 24, 2022. Location: Einstein Hall, 2F., No. 1 Gongye E. 2nd Rd., Hsinchu Science Park Hsinchu City Taiwan Agenda: To report the business of 2021; to consider audit committee's review report; to report 2021 employees' and directors' compensation; to accept 2021 Business Report and Financial Statements; to accept 2021 earnings distribution; to revise the Articles of Incorporation; to revise the Procedures for Acquisition or Disposal of Assets; and to consider other matters.공시 • Feb 24VisEra Technologies Company Ltd. Declares Cash Dividend for the Year Ended December 31, 2021VisEra Technologies Company Ltd. declared cash dividend of TWD 2.0 per share for the year ended December 31, 2021.Reported Earnings • Jan 02Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: NT$2.78 (up from NT$1.79 in 3Q 2020). Revenue: NT$2.86b (up 61% from 3Q 2020). Net income: NT$814.2m (up 56% from 3Q 2020). Profit margin: 28% (down from 30% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates.Reported Earnings • Aug 18First half 2021 earnings released: EPS NT$2.85 (vs NT$3.86 in 1H 2020)The company reported a soft first half result with weaker earnings and profit margins, although revenues improved. First half 2021 results: Revenue: NT$3.79b (up 11% from 1H 2020). Net income: NT$830.9m (down 26% from 1H 2020). Profit margin: 22% (down from 33% in 1H 2020). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • May 23Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$410, the stock trades at a trailing P/E ratio of 57x. Average trailing P/E is 20x in the Semiconductor industry in Taiwan.Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to NT$395, the stock trades at a trailing P/E ratio of 55x. Average trailing P/E is 27x in the Semiconductor industry in Taiwan.이익 및 매출 성장 예측TWSE:6789 - 애널리스트 향후 추정치 및 과거 재무 데이터 (TWD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202812,1152,6208704,370112/31/202711,7602,2806484,069212/31/20269,9921,7291953,69533/31/20269,1121,4812,0923,852N/A12/31/20258,9381,2741,8613,672N/A9/30/20259,3381,4461,9753,789N/A6/30/20259,8331,6762,7794,480N/A3/31/202510,0671,8263,6894,749N/A12/31/202410,0021,7393,5384,717N/A9/30/20249,1931,2143,0674,184N/A6/30/20248,2717052,0963,269N/A3/31/20247,7554611,6803,124N/A12/31/20237,2373564662,660N/A9/30/20237,2735611,2923,421N/A6/30/20237,6608754693,305N/A3/31/20238,3731,320-5603,792N/A12/31/20229,0771,7661284,289N/A9/30/20229,5432,04934,619N/A6/30/202210,1832,4815474,849N/A3/31/20229,6722,3197133,944N/A12/31/20219,0292,165-1883,795N/A9/30/20218,4102,090-2,1902,990N/A6/30/20217,3261,798-4,0692,910N/A3/31/20216,8931,898-3,6303,298N/A12/31/20206,9462,091-2,6713,371N/A9/30/20206,3151,935-1,7452,613N/A6/30/20205,6761,7032822,316N/A3/31/20204,5361,1592861,687N/A12/31/20193,396614N/A1,059N/A12/31/20182,748412N/A993N/A12/31/20172,519208N/A702N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 6789 의 연간 예상 수익 증가율(21.5%)이 saving rate(1.3%)보다 높습니다.수익 vs 시장: 6789 의 연간 수익(21.5%)이 TW 시장(26.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 6789 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 6789 의 수익(연간 11.6%)이 TW 시장(연간 19.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 6789 의 수익(연간 11.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 6789의 자본 수익률은 3년 후 11.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/27 01:00종가2026/05/27 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 소스VisEra Technologies Company Ltd.는 6명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullCLSA SinopacSam KaoCLSA SinopacAstoria ChenCLSA Sinopac3명의 분석가 더 보기
Price Target Changed • May 08Price target increased by 50% to NT$380Up from NT$254, the current price target is an average from 2 analysts. New target price is 37% below last closing price of NT$603. Stock is up 194% over the past year. The company is forecast to post earnings per share of NT$5.44 for next year compared to NT$4.01 last year.
Price Target Changed • Aug 08Price target decreased by 9.6% to NT$244Down from NT$270, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of NT$234. Stock is down 17% over the past year. The company is forecast to post earnings per share of NT$3.52 for next year compared to NT$5.49 last year.
Major Estimate Revision • Aug 08Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$10.2b to NT$9.06b. EPS estimate fell from NT$6.05 to NT$3.67 per share. Net income forecast to shrink 21% next year vs 14% growth forecast for Semiconductor industry in Taiwan . Consensus price target broadly unchanged at NT$268. Share price was steady at NT$234 over the past week.
Price Target Changed • May 09Price target decreased by 11% to NT$270Down from NT$304, the current price target is an average from 3 analysts. New target price is 32% above last closing price of NT$205. Stock is down 21% over the past year. The company is forecast to post earnings per share of NT$5.52 for next year compared to NT$5.49 last year.
Major Estimate Revision • Feb 21Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$10.8b to NT$10.0b. EPS estimate also fell from NT$7.20 per share to NT$6.16 per share. Net income forecast to grow 56% next year vs 29% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$320 to NT$304. Share price was steady at NT$309 over the past week.
Price Target Changed • Feb 21Price target decreased by 7.7% to NT$296Down from NT$320, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of NT$310. Stock is down 5.5% over the past year. The company is forecast to post earnings per share of NT$5.46 for next year compared to NT$1.13 last year.
Reported Earnings • May 09First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: NT$1.50 (up from NT$0.85 in 1Q 2025). Revenue: NT$2.35b (up 8.0% from 1Q 2025). Net income: NT$475.9m (up 77% from 1Q 2025). Profit margin: 20% (up from 12% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 49%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • May 08Price target increased by 50% to NT$380Up from NT$254, the current price target is an average from 2 analysts. New target price is 37% below last closing price of NT$603. Stock is up 194% over the past year. The company is forecast to post earnings per share of NT$5.44 for next year compared to NT$4.01 last year.
New Risk • Mar 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$312, the stock trades at a forward P/E ratio of 62x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 36% over the past three years.
Reported Earnings • Feb 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: NT$4.01 (down from NT$5.49 in FY 2024). Revenue: NT$8.94b (down 11% from FY 2024). Net income: NT$1.27b (down 27% from FY 2024). Profit margin: 14% (down from 17% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.3%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공시 • Feb 13VisEra Technologies Company Ltd., Annual General Meeting, May 27, 2026VisEra Technologies Company Ltd., Annual General Meeting, May 27, 2026. Location: no,88, chuang ching 1st rd., jhubei city, hsinchu county Taiwan
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$263, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 13% over the past three years.
Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: NT$1.09 (vs NT$1.82 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.09 (down from NT$1.82 in 3Q 2024). Revenue: NT$2.26b (down 18% from 3Q 2024). Net income: NT$346.3m (down 40% from 3Q 2024). Profit margin: 15% (down from 21% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$321, the stock trades at a forward P/E ratio of 69x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 10% over the past three years.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$0.86 (vs NT$1.34 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.86 (down from NT$1.34 in 2Q 2024). Revenue: NT$2.22b (down 9.6% from 2Q 2024). Net income: NT$273.2m (down 36% from 2Q 2024). Profit margin: 12% (down from 17% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Price Target Changed • Aug 08Price target decreased by 9.6% to NT$244Down from NT$270, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of NT$234. Stock is down 17% over the past year. The company is forecast to post earnings per share of NT$3.52 for next year compared to NT$5.49 last year.
Major Estimate Revision • Aug 08Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$10.2b to NT$9.06b. EPS estimate fell from NT$6.05 to NT$3.67 per share. Net income forecast to shrink 21% next year vs 14% growth forecast for Semiconductor industry in Taiwan . Consensus price target broadly unchanged at NT$268. Share price was steady at NT$234 over the past week.
Upcoming Dividend • Jun 20Upcoming dividend of NT$3.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 25 July 2025. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (2.3%).
Declared Dividend • May 31Dividend of NT$3.00 announcedShareholders will receive a dividend of NT$3.00. Ex-date: 27th June 2025 Payment date: 25th July 2025 Dividend yield will be 1.4%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 11% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 30VisEra Technologies Company Ltd. Announces Cash Dividend, Payable on July 25, 2025VisEra Technologies Company Ltd. announced cash dividend of TWD 952,023,357. Ex-rights (ex-dividend) trading date is June 27, 2025. Ex-rights (ex-dividend) record date is July 5, 2025. Payment date of common stock cash dividend distribution is July 25, 2025.
Reported Earnings • May 09First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: NT$0.85 (up from NT$0.57 in 1Q 2024). Revenue: NT$2.17b (up 3.1% from 1Q 2024). Net income: NT$269.4m (up 48% from 1Q 2024). Profit margin: 12% (up from 8.6% in 1Q 2024). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
Price Target Changed • May 09Price target decreased by 11% to NT$270Down from NT$304, the current price target is an average from 3 analysts. New target price is 32% above last closing price of NT$205. Stock is down 21% over the past year. The company is forecast to post earnings per share of NT$5.52 for next year compared to NT$5.49 last year.
공시 • May 01VisEra Technologies Company Ltd. to Report Q1, 2025 Results on May 08, 2025VisEra Technologies Company Ltd. announced that they will report Q1, 2025 results on May 08, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$185, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total loss to shareholders of 55% over the past three years.
Reported Earnings • Feb 24Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: NT$5.49 (up from NT$1.13 in FY 2023). Revenue: NT$10.0b (up 38% from FY 2023). Net income: NT$1.74b (up 388% from FY 2023). Profit margin: 17% (up from 4.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 9.5% 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 fallen by 41% 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.
공시 • Feb 21VisEra Technologies Company Ltd., Annual General Meeting, May 22, 2025VisEra Technologies Company Ltd., Annual General Meeting, May 22, 2025. Location: 2 floor no,1, kung yeh tung 2nd rd., hsinchu science park, hsinchu city Taiwan
Major Estimate Revision • Feb 21Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$10.8b to NT$10.0b. EPS estimate also fell from NT$7.20 per share to NT$6.16 per share. Net income forecast to grow 56% next year vs 29% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$320 to NT$304. Share price was steady at NT$309 over the past week.
Price Target Changed • Feb 21Price target decreased by 7.7% to NT$296Down from NT$320, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of NT$310. Stock is down 5.5% over the past year. The company is forecast to post earnings per share of NT$5.46 for next year compared to NT$1.13 last year.
공시 • Feb 21+ 1 more updateVisEra Technologies Company Ltd. Approves Dividend Distribution for the Year Ended December 31, 2024VisEra Technologies Company Ltd. approved dividend distribution for the year ended December 31, 2024. Appropriations of earnings in cash dividends to shareholders of TWD 3.0 per share. Total amount of cash distributed to shareholders: TWD 952,023,357. Date of the board of directors resolution: February 20, 2025.
New Risk • Feb 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
공시 • Feb 13VisEra Technologies Company Ltd. to Report Q4, 2024 Results on Feb 20, 2025VisEra Technologies Company Ltd. announced that they will report Q4, 2024 results on Feb 20, 2025
Reported Earnings • Nov 05Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: NT$1.82 (up from NT$0.21 in 3Q 2023). Revenue: NT$2.75b (up 50% from 3Q 2023). Net income: NT$576.3m (up NT$509.1m from 3Q 2023). Profit margin: 21% (up from 3.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.3%. Revenue is forecast to grow 10% 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 50% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
공시 • Oct 25VisEra Technologies Company Ltd. to Report Q3, 2024 Results on Nov 01, 2024VisEra Technologies Company Ltd. announced that they will report Q3, 2024 results on Nov 01, 2024
Price Target Changed • Aug 03Price target decreased by 8.1% to NT$370Down from NT$403, the current price target is an average from 2 analysts. New target price is 22% above last closing price of NT$304. Stock is up 40% over the past year. The company is forecast to post earnings per share of NT$5.06 for next year compared to NT$1.13 last year.
Reported Earnings • Aug 02Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: NT$1.34 (up from NT$0.57 in 2Q 2023). Revenue: NT$2.45b (up 27% from 2Q 2023). Net income: NT$423.6m (up 136% from 2Q 2023). Profit margin: 17% (up from 9.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 42%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
공시 • Jul 25VisEra Technologies Company Ltd. to Report Q2, 2024 Results on Aug 01, 2024VisEra Technologies Company Ltd. announced that they will report Q2, 2024 results on Aug 01, 2024
Declared Dividend • Jun 05Dividend reduced to NT$1.00Dividend of NT$1.00 is 50% lower than last year. Ex-date: 2nd July 2024 Payment date: 26th July 2024 Dividend yield will be 0.3%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 69%. Cash payout ratio: 19%.
Major Estimate Revision • May 21Consensus EPS estimates fall by 25%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from NT$10.0b to NT$10.2b. EPS estimate fell from NT$6.68 to NT$5.04 per share. Net income forecast to grow 323% next year vs 29% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$420 to NT$380. Share price was steady at NT$261 over the past week.
Reported Earnings • May 11First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: EPS: NT$0.57 (up from NT$0.24 in 1Q 2023). Revenue: NT$2.11b (up 33% from 1Q 2023). Net income: NT$181.9m (up 136% from 1Q 2023). Profit margin: 8.6% (up from 4.8% in 1Q 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 32%. Revenue is forecast to grow 36% 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 fallen by 43% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
공시 • May 03VisEra Technologies Company Ltd. to Report Q1, 2024 Results on May 09, 2024VisEra Technologies Company Ltd. announced that they will report Q1, 2024 results on May 09, 2024
Major Estimate Revision • Mar 21Consensus EPS estimates increase by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from NT$9.39b to NT$10.0b. EPS estimate increased from NT$5.11 to NT$6.68 per share. Net income forecast to grow 493% next year vs 24% growth forecast for Semiconductor industry in Taiwan. Consensus price target up from NT$390 to NT$420. Share price rose 5.8% to NT$300 over the past week.
공시 • Feb 22+ 2 more updatesVisEra Technologies Company Ltd., Annual General Meeting, May 22, 2024VisEra Technologies Company Ltd., Annual General Meeting, May 22, 2024. Location: Darwin Hall, 2F. , No. 1, Gongye E. 2nd Rd. , HsinChu Science Park, Hsinchu City Taiwan Agenda: To report the business of 2023; to review the audit committee's report; to report 2023 employees' and directors' compensation; to accept 2023 business report and financial statements; to accept 2023 earning distribution; to elect directors; to release non-competition restriction on directors; and to consider any other matter.
New Risk • Nov 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Profit margins are more than 30% lower than last year (7.7% net profit margin).
Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: NT$0.21 (vs NT$1.21 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.21 (down from NT$1.21 in 3Q 2022). Revenue: NT$1.83b (down 17% from 3Q 2022). Net income: NT$67.2m (down 82% from 3Q 2022). Profit margin: 3.7% (down from 17% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan.
공시 • Aug 11VisEra Technologies Company Ltd. Appoints Han-Fei Lin as A Member of Compensation CommitteeBoard of Directors of VisEra Technologies Company Ltd. approved appointment of Mr. Han-Fei Lin as a member of the Compensation Committee of the company. Resume of the new position holder: Easywell Biomedicals Inc. - Chairman and CEO. Effective date of the new member: August 10, 2023.
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$0.57 (vs NT$2.13 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.57 (down from NT$2.13 in 2Q 2022). Revenue: NT$1.94b (down 27% from 2Q 2022). Net income: NT$179.5m (down 71% from 2Q 2022). Profit margin: 9.3% (down from 24% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Semiconductor industry in Taiwan.
Upcoming Dividend • Jun 22Upcoming dividend of NT$2.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 26 July 2023. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (3.2%).
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$277, the stock trades at a trailing P/E ratio of 66.3x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total loss to shareholders of 30% over the past year.
공시 • May 25VisEra Technologies Company Ltd. Elects Han-Fei Lin as Independent DirectorVisEra Technologies Company Ltd. elected Han-Fei Lin as independent director, effective May 24, 2023. Resume of the new position holder: independent director Han-Fei Lin, Easywell Biomedicals Inc. - Chairman and CEO. Reason for the change: Annual General Shareholders' meeting elect one additional Independent Director.
Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Director George Liu is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 13Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: NT$1.21 (down from NT$2.78 in 3Q 2021). Revenue: NT$2.21b (down 22% from 3Q 2021). Net income: NT$381.8m (down 53% from 3Q 2021). Profit margin: 17% (down from 28% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 21%. Earnings per share (EPS) also missed analyst estimates by 56%. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Semiconductor industry in Taiwan.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$198, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Semiconductor industry in Taiwan. Total loss to shareholders of 57% over the past year.
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to NT$192, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 10x in the Semiconductor industry in Taiwan. Total loss to shareholders of 55% over the past year.
Reported Earnings • Aug 16Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: NT$2.12. Net income: NT$624.1m (up NT$624.1m from 2Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 32%, compared to a 20% growth forecast for the Semiconductor industry in Taiwan.
공시 • Aug 11VisEra Technologies Company Ltd. Announces President ChangesVisEra Technologies Company Ltd. announced that Mr. SC Sin, the president, will retire on August 31, 2022, and then will be hired as the position of senior consultant. Since September 1, 2022, Mr. Robert Kuan, the chairman, will be appointed as the new president of VisEra.
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$340, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 10x 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$523 per share.
Upcoming Dividend • Jul 07Upcoming dividend of NT$1.86 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 24% and the cash payout ratio is 82%. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (6.8%). Lower than average of industry peers (4.1%).
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$302, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 9x in the Semiconductor industry in Taiwan. Total loss to shareholders of 35% over the past year.
Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Director George Liu is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Feb 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: NT$7.41 (up from NT$7.18 in FY 2020). Revenue: NT$9.03b (up 30% from FY 2020). Net income: NT$2.17b (up 3.6% from FY 2020). Profit margin: 24% (down from 30% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates.
공시 • Feb 25VisEra Technologies Company Ltd., Annual General Meeting, May 24, 2022VisEra Technologies Company Ltd., Annual General Meeting, May 24, 2022. Location: Einstein Hall, 2F., No. 1 Gongye E. 2nd Rd., Hsinchu Science Park Hsinchu City Taiwan Agenda: To report the business of 2021; to consider audit committee's review report; to report 2021 employees' and directors' compensation; to accept 2021 Business Report and Financial Statements; to accept 2021 earnings distribution; to revise the Articles of Incorporation; to revise the Procedures for Acquisition or Disposal of Assets; and to consider other matters.
공시 • Feb 24VisEra Technologies Company Ltd. Declares Cash Dividend for the Year Ended December 31, 2021VisEra Technologies Company Ltd. declared cash dividend of TWD 2.0 per share for the year ended December 31, 2021.
Reported Earnings • Jan 02Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: NT$2.78 (up from NT$1.79 in 3Q 2020). Revenue: NT$2.86b (up 61% from 3Q 2020). Net income: NT$814.2m (up 56% from 3Q 2020). Profit margin: 28% (down from 30% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates.
Reported Earnings • Aug 18First half 2021 earnings released: EPS NT$2.85 (vs NT$3.86 in 1H 2020)The company reported a soft first half result with weaker earnings and profit margins, although revenues improved. First half 2021 results: Revenue: NT$3.79b (up 11% from 1H 2020). Net income: NT$830.9m (down 26% from 1H 2020). Profit margin: 22% (down from 33% in 1H 2020). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • May 23Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$410, the stock trades at a trailing P/E ratio of 57x. Average trailing P/E is 20x in the Semiconductor industry in Taiwan.
Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to NT$395, the stock trades at a trailing P/E ratio of 55x. Average trailing P/E is 27x in the Semiconductor industry in Taiwan.