View Financial HealthChannel Well TechnologyLtd 배당 및 자사주 매입배당 기준 점검 5/6Channel Well TechnologyLtd 수익으로 충분히 충당되는 현재 수익률 7.66% 보유한 배당금 지급 회사입니다.핵심 정보7.3%배당 수익률0.002%자사주 매입 수익률총 주주 수익률7.3%미래 배당 수익률n/a배당 성장률10.0%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향81%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Aug 29Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 03 September 2025. Payment date: 03 October 2025. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.5%).Declared Dividend • Aug 15Dividend reduced to NT$4.00Dividend of NT$4.00 is 17% lower than last year. Ex-date: 3rd September 2025 Payment date: 3rd October 2025 Dividend yield will be 4.3%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Declared Dividend • Aug 14Dividend increased to NT$4.80Dividend of NT$4.80 is 104% higher than last year. Ex-date: 29th August 2024 Payment date: 26th September 2024 Dividend yield will be 7.1%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 30% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Aug 24Upcoming dividend of NT$2.35 per share at 2.9% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (4.2%).공시 • Aug 12Channel Well Technology Co.,Ltd. Announces Cash Dividend, Payable on September 28, 2023Channel Well Technology Co.,Ltd. announced cash dividend distribution for common shares is TWD 534,369,000 or TWD 2.35 per share will be distributed. Ex-rights (Ex-dividend) date is August 31, 2023. Ex-rights (Ex-dividend) record date is September 6, 2023. Payment date of cash dividend distribution is September 28, 2023.Upcoming Dividend • Aug 18Upcoming dividend of NT$3.25 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 21 September 2022. Payout ratio is on the higher end at 92%, and the cash payout ratio is above 100%. Trailing yield: 9.2%. Within top quartile of Taiwanese dividend payers (6.4%). Higher than average of industry peers (4.4%).모든 업데이트 보기Recent updatesReported Earnings • May 15First quarter 2026 earnings released: EPS: NT$0.72 (vs NT$1.85 in 1Q 2025)First quarter 2026 results: EPS: NT$0.72 (down from NT$1.85 in 1Q 2025). Revenue: NT$1.70b (down 40% from 1Q 2025). Net income: NT$163.4m (down 61% from 1Q 2025). Profit margin: 9.6% (down from 15% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year.Reported Earnings • Mar 15Full year 2025 earnings released: EPS: NT$6.07 (vs NT$5.62 in FY 2024)Full year 2025 results: EPS: NT$6.07 (up from NT$5.62 in FY 2024). Revenue: NT$10.0b (up 16% from FY 2024). Net income: NT$1.38b (up 7.9% from FY 2024). Profit margin: 14% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.공시 • Mar 13Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 24, 2026Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 24, 2026. Location: no,108, sec.1 nan k`an rd., lujhu district, taoyuan city TaiwanReported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$1.49 (vs NT$1.06 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.49 (up from NT$1.06 in 3Q 2024). Revenue: NT$2.31b (up 4.9% from 3Q 2024). Net income: NT$338.2m (up 40% from 3Q 2024). Profit margin: 15% (up from 11% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Aug 29Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 03 September 2025. Payment date: 03 October 2025. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.5%).Declared Dividend • Aug 15Dividend reduced to NT$4.00Dividend of NT$4.00 is 17% lower than last year. Ex-date: 3rd September 2025 Payment date: 3rd October 2025 Dividend yield will be 4.3%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Jun 26Channel Well Technology Co.,Ltd. Elects Wei-Hui Pan as DirectorChannel Well Technology Co.,Ltd. at the Annual General Shareholders' Meeting held on June 25, 2025 elected Director: Lin Da Investment Co. Ltd.(Designate representative: Ms. Wei-Hui Pan).Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$1.85 (vs NT$1.49 in 1Q 2024)First quarter 2025 results: EPS: NT$1.85 (up from NT$1.49 in 1Q 2024). Revenue: NT$2.84b (up 42% from 1Q 2024). Net income: NT$421.3m (up 24% from 1Q 2024). Profit margin: 15% (down from 17% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 03Channel Well Technology Co.,Ltd. to Report Q1, 2025 Results on May 12, 2025Channel Well Technology Co.,Ltd. announced that they will report Q1, 2025 results on May 12, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$69.60, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 136% over the past three years.Reported Earnings • Mar 21Full year 2024 earnings released: EPS: NT$5.62 (vs NT$6.79 in FY 2023)Full year 2024 results: EPS: NT$5.62 (down from NT$6.79 in FY 2023). Revenue: NT$8.62b (down 21% from FY 2023). Net income: NT$1.28b (down 17% from FY 2023). Profit margin: 15% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.공시 • Mar 13Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 25, 2025Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 25, 2025. Location: no,108, sec.1 nan k`an rd., lujhu district, taoyuan city Taiwan공시 • Mar 05Channel Well Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 12, 2025Channel Well Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 12, 2025New Risk • Feb 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.2% 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. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (96% payout ratio). Share price has been volatile over the past 3 months (6.2% average weekly change).공시 • Jan 14Channel Well Technology Co.,Ltd. Announces Demise of Zhu-Tao Wu, DirectorOn January 13, 2025, Channel Well Technology Co.,Ltd. announces demise of Zhu-Tao Wu, Director. Original term from June 19, 2024 ~ June 18, 2027.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$78.80, the stock trades at a trailing P/E ratio of 15.7x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 145% over the past three years.Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$1.06 (vs NT$2.53 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.06 (down from NT$2.53 in 3Q 2023). Revenue: NT$2.20b (down 30% from 3Q 2023). Net income: NT$241.1m (down 58% from 3Q 2023). Profit margin: 11% (down from 18% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 14% per year.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: NT$1.54 (vs NT$2.16 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.54 (down from NT$2.16 in 2Q 2023). Revenue: NT$2.14b (down 29% from 2Q 2023). Net income: NT$350.1m (down 29% from 2Q 2023). Profit margin: 16% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year.Declared Dividend • Aug 14Dividend increased to NT$4.80Dividend of NT$4.80 is 104% higher than last year. Ex-date: 29th August 2024 Payment date: 26th September 2024 Dividend yield will be 7.1%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 30% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Aug 13+ 1 more updateChannel Well Technology Co.,Ltd. Announces the Appointment of the 6Th Remuneration Committee MembersChannel Well Technology Co.,Ltd. announced the appointment of the 6th Remuneration Committee members resolved by the board of directors. Name of the new position holder: Mr. Dong-Rong Huang; Mr. Chung-Lung Chu; Mr. J. YT Chiou. Resume of the new position holder: Mr. Dong-Rong Huang: Independent Director,Channel Well Technology Co. Ltd. Mr. Chung-Lung Chu: Independent Director,Channel Well Technology Co. Ltd.; Mr. J. YT Chiou: Independent Director,Channel Well Technology Co. Ltd. Members of the Compensation Committee elected Mr. Dong-Rong Huang as the Convener and Chairman. Effective date of the new member of August 12, 2024.공시 • Aug 03Channel Well Technology Co.,Ltd. to Report Q2, 2024 Results on Aug 12, 2024Channel Well Technology Co.,Ltd. announced that they will report Q2, 2024 results on Aug 12, 2024Buy Or Sell Opportunity • Jul 22Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.8% to NT$68.50. The fair value is estimated to be NT$88.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 11%.공시 • Jun 20+ 1 more updateChannel Well Technology Co.,Ltd. Approves the Election of Chung-Lung Chu as Independent DirectorChannel Well Technology Co.,Ltd. approved the election of Mr. Chung-Lung Chu as Independent Director at its Annual General Shareholders' Meeting held on June 19, 2024.Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$1.49 (vs NT$1.18 in 1Q 2023)First quarter 2024 results: EPS: NT$1.49 (up from NT$1.18 in 1Q 2023). Revenue: NT$2.00b (down 11% from 1Q 2023). Net income: NT$339.4m (up 26% from 1Q 2023). Profit margin: 17% (up from 12% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 16% per year.공시 • May 03Channel Well Technology Co.,Ltd. to Report Q1, 2024 Results on May 08, 2024Channel Well Technology Co.,Ltd. announced that they will report Q1, 2024 results on May 08, 2024Buy Or Sell Opportunity • Apr 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.0% to NT$78.80. The fair value is estimated to be NT$65.54, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.4%.공시 • Mar 14Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 19, 2024Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 19, 2024. Location: Monarch Skyline Hotel at Purple Cloud Hall No. 108, Sec. 1, Nankan Rd., Luzhu Dist Taoyuan City Taiwan Agenda: To consider and report the business of 2023; to consider audit Committees review report on 2023 Financial Statements; to consider report on the 2023 employees compensation and directors remuneration; to consider report on the 2023 Distribution of Cash Dividends; and to transact such other business matters.Buy Or Sell Opportunity • Mar 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to NT$77.90. The fair value is estimated to be NT$98.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Upcoming Dividend • Aug 24Upcoming dividend of NT$2.35 per share at 2.9% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (4.2%).Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: NT$2.16 (vs NT$0.82 in 2Q 2022)Second quarter 2023 results: EPS: NT$2.16 (up from NT$0.82 in 2Q 2022). Revenue: NT$3.00b (up 78% from 2Q 2022). Net income: NT$490.5m (up 163% from 2Q 2022). Profit margin: 16% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.공시 • Aug 12Channel Well Technology Co.,Ltd. Announces Cash Dividend, Payable on September 28, 2023Channel Well Technology Co.,Ltd. announced cash dividend distribution for common shares is TWD 534,369,000 or TWD 2.35 per share will be distributed. Ex-rights (Ex-dividend) date is August 31, 2023. Ex-rights (Ex-dividend) record date is September 6, 2023. Payment date of cash dividend distribution is September 28, 2023.Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$87.60, the stock trades at a trailing P/E ratio of 24.9x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 253% over the past three years.공시 • Jun 28+ 1 more updateChannel Well Technology Co.,Ltd. Appoints Members of the Audit CommitteeChannel Well Technology Co.,Ltd. appointed J. YT CHIOU/Sheng Xi Accounting Firm, CPA, HSU. FU CHIEH/Ding Shuo Certified Public Accountants, Partner Accountant, as member of the Audit Committee, effective date of the new member is June 27, 2023. Circumstances of change: new appointment. Reason for the change: Supplementary election of two independent directors at 2023 shareholders' meeting.New Risk • Jun 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.7% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$68.10, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 196% over the past three years.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$49.35, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 14x in the Electronic industry in Taiwan. Total returns to shareholders of 164% over the past three years.Reported Earnings • Mar 26Full year 2022 earnings released: EPS: NT$3.13 (vs NT$4.30 in FY 2021)Full year 2022 results: EPS: NT$3.13 (down from NT$4.30 in FY 2021). Revenue: NT$6.49b (down 36% from FY 2021). Net income: NT$710.6m (down 27% from FY 2021). Profit margin: 11% (up from 9.7% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: NT$0.85 (vs NT$1.02 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.85 (down from NT$1.02 in 3Q 2021). Revenue: NT$1.39b (down 43% from 3Q 2021). Net income: NT$193.7m (down 16% from 3Q 2021). Profit margin: 14% (up from 9.5% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Aug 18Upcoming dividend of NT$3.25 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 21 September 2022. Payout ratio is on the higher end at 92%, and the cash payout ratio is above 100%. Trailing yield: 9.2%. Within top quartile of Taiwanese dividend payers (6.4%). Higher than average of industry peers (4.4%).Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.82 (vs NT$1.05 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.82 (down from NT$1.05 in 2Q 2021). Revenue: NT$1.69b (down 38% from 2Q 2021). Net income: NT$186.9m (down 22% from 2Q 2021). Profit margin: 11% (up from 8.8% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.공시 • Aug 10Channel Well Technology Co.,Ltd. Announces Cash Dividend, Payable on September 21, 2022Channel Well Technology Co.,Ltd. announced cash dividend distribution for common shares is TWD 739,020,958 or TWD 3.25 per share will be distributed. Ex-rights (Ex-dividend) date is August 25, 2022. Ex-rights (Ex-dividend) record date is August 31, 2022. Payment date of cash dividend distribution is September 21, 2022.Reported Earnings • May 15First quarter 2022 earnings released: EPS: NT$0.79 (vs NT$1.33 in 1Q 2021)First quarter 2022 results: EPS: NT$0.79 (down from NT$1.33 in 1Q 2021). Revenue: NT$1.66b (down 39% from 1Q 2021). Net income: NT$179.2m (down 41% from 1Q 2021). Profit margin: 11% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 01Full year 2021 earnings released: EPS: NT$4.30 (vs NT$4.55 in FY 2020)Full year 2021 results: EPS: NT$4.30 (down from NT$4.55 in FY 2020). Revenue: NT$10.1b (up 34% from FY 2020). Net income: NT$978.0m (down 5.4% from FY 2020). Profit margin: 9.7% (down from 14% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Mar 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 2.8%. The fair value is estimated to be NT$49.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% per annum over the last 3 years. Earnings per share has grown by 28% per annum over the last 3 years.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$1.01 (vs NT$1.47 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$2.43b (up 9.1% from 3Q 2020). Net income: NT$230.7m (down 31% from 3Q 2020). Profit margin: 9.5% (down from 15% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$39.80, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 60% over the past three years.Upcoming Dividend • Aug 23Upcoming dividend of NT$3.15 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 30 September 2021. Trailing yield: 7.0%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (3.3%).Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS NT$1.06 (vs NT$1.12 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$2.73b (up 50% from 2Q 2020). Net income: NT$239.8m (down 5.5% from 2Q 2020). Profit margin: 8.8% (down from 14% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$47.85, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.Reported Earnings • May 11First quarter 2021 earnings released: EPS NT$1.33 (vs NT$0.39 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.72b (up 196% from 1Q 2020). Net income: NT$303.2m (up 240% from 1Q 2020). Profit margin: 11% (up from 9.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 21% per year.Reported Earnings • Mar 25Full year 2020 earnings released: EPS NT$4.55 (vs NT$2.49 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$7.56b (up 44% from FY 2019). Net income: NT$1.03b (up 83% from FY 2019). Profit margin: 14% (up from 11% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Mar 08Does Channel Well TechnologyLtd (GTSM:3078) Have The DNA Of A Multi-Bagger?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$52.40, the stock is trading at a trailing P/E ratio of 14.5x, up from the previous P/E ratio of 12x. This compares to an average P/E of 19x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 89%.Is New 90 Day High Low • Feb 20New 90-day high: NT$47.70The company is up 9.0% from its price of NT$43.85 on 20 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 24% over the same period.분석 기사 • Feb 17We Think Channel Well TechnologyLtd (GTSM:3078) Can Manage Its Debt With EaseHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Feb 02Channel Well Technology Co.,Ltd. (GTSM:3078) Is Yielding 3.1% - But Is It A Buy?Is Channel Well Technology Co.,Ltd. ( GTSM:3078 ) a good dividend stock? How can we tell? Dividend paying companies...분석 기사 • Jan 03Is There More To The Story Than Channel Well TechnologyLtd's (GTSM:3078) Earnings Growth?As a general rule, we think profitable companies are less risky than companies that lose money. Having said that...Is New 90 Day High Low • Dec 28New 90-day high: NT$47.15The company is up 15% from its price of NT$41.00 on 30 September 2020. The Taiwanese market is also up 15% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Electronic industry, which is up 17% over the same period.분석 기사 • Dec 18Declining Stock and Decent Financials: Is The Market Wrong About Channel Well Technology Co.,Ltd. (GTSM:3078)?Channel Well TechnologyLtd (GTSM:3078) has had a rough three months with its share price down 2.8%. However, the...분석 기사 • Dec 03We Like Channel Well TechnologyLtd's (GTSM:3078) Returns And Here's How They're TrendingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...분석 기사 • Nov 18Channel Well TechnologyLtd (GTSM:3078) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS NT$1.46The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$2.22b (up 54% from 3Q 2019). Net income: NT$333.2m (up 67% from 3Q 2019). Profit margin: 15% (up from 14% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 3078 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: 3078 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Channel Well TechnologyLtd 배당 수익률 vs 시장3078의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (3078)7.3%시장 하위 25% (TW)1.5%시장 상위 25% (TW)5.1%업계 평균 (Electronic)1.5%분석가 예측 (3078) (최대 3년)n/a주목할만한 배당금: 3078 의 배당금( 7.66% )은 TW 시장에서 배당금 지급자의 하위 25%( 1.48% )보다 높습니다.고배당: 3078 의 배당금( 7.66% )은 TW 시장( 5.06% )주주 대상 이익 배당수익 보장: 현재 지불 비율 ( 81.1% )에서 3078 의 지불은 수입으로 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적인 현금 지급 비율 ( 71% )로 3078 의 배당금 지급은 현금 흐름으로 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YTW 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 08:47종가2026/05/21 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 소스Channel Well Technology Co.,Ltd.는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Chihhao ChangSinoPac Securities Investment Service
Upcoming Dividend • Aug 29Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 03 September 2025. Payment date: 03 October 2025. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.5%).
Declared Dividend • Aug 15Dividend reduced to NT$4.00Dividend of NT$4.00 is 17% lower than last year. Ex-date: 3rd September 2025 Payment date: 3rd October 2025 Dividend yield will be 4.3%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Declared Dividend • Aug 14Dividend increased to NT$4.80Dividend of NT$4.80 is 104% higher than last year. Ex-date: 29th August 2024 Payment date: 26th September 2024 Dividend yield will be 7.1%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 30% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Aug 24Upcoming dividend of NT$2.35 per share at 2.9% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (4.2%).
공시 • Aug 12Channel Well Technology Co.,Ltd. Announces Cash Dividend, Payable on September 28, 2023Channel Well Technology Co.,Ltd. announced cash dividend distribution for common shares is TWD 534,369,000 or TWD 2.35 per share will be distributed. Ex-rights (Ex-dividend) date is August 31, 2023. Ex-rights (Ex-dividend) record date is September 6, 2023. Payment date of cash dividend distribution is September 28, 2023.
Upcoming Dividend • Aug 18Upcoming dividend of NT$3.25 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 21 September 2022. Payout ratio is on the higher end at 92%, and the cash payout ratio is above 100%. Trailing yield: 9.2%. Within top quartile of Taiwanese dividend payers (6.4%). Higher than average of industry peers (4.4%).
Reported Earnings • May 15First quarter 2026 earnings released: EPS: NT$0.72 (vs NT$1.85 in 1Q 2025)First quarter 2026 results: EPS: NT$0.72 (down from NT$1.85 in 1Q 2025). Revenue: NT$1.70b (down 40% from 1Q 2025). Net income: NT$163.4m (down 61% from 1Q 2025). Profit margin: 9.6% (down from 15% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year.
Reported Earnings • Mar 15Full year 2025 earnings released: EPS: NT$6.07 (vs NT$5.62 in FY 2024)Full year 2025 results: EPS: NT$6.07 (up from NT$5.62 in FY 2024). Revenue: NT$10.0b (up 16% from FY 2024). Net income: NT$1.38b (up 7.9% from FY 2024). Profit margin: 14% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Mar 13Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 24, 2026Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 24, 2026. Location: no,108, sec.1 nan k`an rd., lujhu district, taoyuan city Taiwan
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$1.49 (vs NT$1.06 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.49 (up from NT$1.06 in 3Q 2024). Revenue: NT$2.31b (up 4.9% from 3Q 2024). Net income: NT$338.2m (up 40% from 3Q 2024). Profit margin: 15% (up from 11% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Aug 29Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 03 September 2025. Payment date: 03 October 2025. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.5%).
Declared Dividend • Aug 15Dividend reduced to NT$4.00Dividend of NT$4.00 is 17% lower than last year. Ex-date: 3rd September 2025 Payment date: 3rd October 2025 Dividend yield will be 4.3%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Jun 26Channel Well Technology Co.,Ltd. Elects Wei-Hui Pan as DirectorChannel Well Technology Co.,Ltd. at the Annual General Shareholders' Meeting held on June 25, 2025 elected Director: Lin Da Investment Co. Ltd.(Designate representative: Ms. Wei-Hui Pan).
Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$1.85 (vs NT$1.49 in 1Q 2024)First quarter 2025 results: EPS: NT$1.85 (up from NT$1.49 in 1Q 2024). Revenue: NT$2.84b (up 42% from 1Q 2024). Net income: NT$421.3m (up 24% from 1Q 2024). Profit margin: 15% (down from 17% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 03Channel Well Technology Co.,Ltd. to Report Q1, 2025 Results on May 12, 2025Channel Well Technology Co.,Ltd. announced that they will report Q1, 2025 results on May 12, 2025
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$69.60, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 136% over the past three years.
Reported Earnings • Mar 21Full year 2024 earnings released: EPS: NT$5.62 (vs NT$6.79 in FY 2023)Full year 2024 results: EPS: NT$5.62 (down from NT$6.79 in FY 2023). Revenue: NT$8.62b (down 21% from FY 2023). Net income: NT$1.28b (down 17% from FY 2023). Profit margin: 15% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Mar 13Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 25, 2025Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 25, 2025. Location: no,108, sec.1 nan k`an rd., lujhu district, taoyuan city Taiwan
공시 • Mar 05Channel Well Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 12, 2025Channel Well Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 12, 2025
New Risk • Feb 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.2% 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. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (96% payout ratio). Share price has been volatile over the past 3 months (6.2% average weekly change).
공시 • Jan 14Channel Well Technology Co.,Ltd. Announces Demise of Zhu-Tao Wu, DirectorOn January 13, 2025, Channel Well Technology Co.,Ltd. announces demise of Zhu-Tao Wu, Director. Original term from June 19, 2024 ~ June 18, 2027.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$78.80, the stock trades at a trailing P/E ratio of 15.7x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 145% over the past three years.
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$1.06 (vs NT$2.53 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.06 (down from NT$2.53 in 3Q 2023). Revenue: NT$2.20b (down 30% from 3Q 2023). Net income: NT$241.1m (down 58% from 3Q 2023). Profit margin: 11% (down from 18% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 14% per year.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: NT$1.54 (vs NT$2.16 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.54 (down from NT$2.16 in 2Q 2023). Revenue: NT$2.14b (down 29% from 2Q 2023). Net income: NT$350.1m (down 29% from 2Q 2023). Profit margin: 16% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year.
Declared Dividend • Aug 14Dividend increased to NT$4.80Dividend of NT$4.80 is 104% higher than last year. Ex-date: 29th August 2024 Payment date: 26th September 2024 Dividend yield will be 7.1%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 30% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Aug 13+ 1 more updateChannel Well Technology Co.,Ltd. Announces the Appointment of the 6Th Remuneration Committee MembersChannel Well Technology Co.,Ltd. announced the appointment of the 6th Remuneration Committee members resolved by the board of directors. Name of the new position holder: Mr. Dong-Rong Huang; Mr. Chung-Lung Chu; Mr. J. YT Chiou. Resume of the new position holder: Mr. Dong-Rong Huang: Independent Director,Channel Well Technology Co. Ltd. Mr. Chung-Lung Chu: Independent Director,Channel Well Technology Co. Ltd.; Mr. J. YT Chiou: Independent Director,Channel Well Technology Co. Ltd. Members of the Compensation Committee elected Mr. Dong-Rong Huang as the Convener and Chairman. Effective date of the new member of August 12, 2024.
공시 • Aug 03Channel Well Technology Co.,Ltd. to Report Q2, 2024 Results on Aug 12, 2024Channel Well Technology Co.,Ltd. announced that they will report Q2, 2024 results on Aug 12, 2024
Buy Or Sell Opportunity • Jul 22Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.8% to NT$68.50. The fair value is estimated to be NT$88.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 11%.
공시 • Jun 20+ 1 more updateChannel Well Technology Co.,Ltd. Approves the Election of Chung-Lung Chu as Independent DirectorChannel Well Technology Co.,Ltd. approved the election of Mr. Chung-Lung Chu as Independent Director at its Annual General Shareholders' Meeting held on June 19, 2024.
Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$1.49 (vs NT$1.18 in 1Q 2023)First quarter 2024 results: EPS: NT$1.49 (up from NT$1.18 in 1Q 2023). Revenue: NT$2.00b (down 11% from 1Q 2023). Net income: NT$339.4m (up 26% from 1Q 2023). Profit margin: 17% (up from 12% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 16% per year.
공시 • May 03Channel Well Technology Co.,Ltd. to Report Q1, 2024 Results on May 08, 2024Channel Well Technology Co.,Ltd. announced that they will report Q1, 2024 results on May 08, 2024
Buy Or Sell Opportunity • Apr 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.0% to NT$78.80. The fair value is estimated to be NT$65.54, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.4%.
공시 • Mar 14Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 19, 2024Channel Well Technology Co.,Ltd., Annual General Meeting, Jun 19, 2024. Location: Monarch Skyline Hotel at Purple Cloud Hall No. 108, Sec. 1, Nankan Rd., Luzhu Dist Taoyuan City Taiwan Agenda: To consider and report the business of 2023; to consider audit Committees review report on 2023 Financial Statements; to consider report on the 2023 employees compensation and directors remuneration; to consider report on the 2023 Distribution of Cash Dividends; and to transact such other business matters.
Buy Or Sell Opportunity • Mar 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to NT$77.90. The fair value is estimated to be NT$98.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
Upcoming Dividend • Aug 24Upcoming dividend of NT$2.35 per share at 2.9% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (4.2%).
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: NT$2.16 (vs NT$0.82 in 2Q 2022)Second quarter 2023 results: EPS: NT$2.16 (up from NT$0.82 in 2Q 2022). Revenue: NT$3.00b (up 78% from 2Q 2022). Net income: NT$490.5m (up 163% from 2Q 2022). Profit margin: 16% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
공시 • Aug 12Channel Well Technology Co.,Ltd. Announces Cash Dividend, Payable on September 28, 2023Channel Well Technology Co.,Ltd. announced cash dividend distribution for common shares is TWD 534,369,000 or TWD 2.35 per share will be distributed. Ex-rights (Ex-dividend) date is August 31, 2023. Ex-rights (Ex-dividend) record date is September 6, 2023. Payment date of cash dividend distribution is September 28, 2023.
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$87.60, the stock trades at a trailing P/E ratio of 24.9x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 253% over the past three years.
공시 • Jun 28+ 1 more updateChannel Well Technology Co.,Ltd. Appoints Members of the Audit CommitteeChannel Well Technology Co.,Ltd. appointed J. YT CHIOU/Sheng Xi Accounting Firm, CPA, HSU. FU CHIEH/Ding Shuo Certified Public Accountants, Partner Accountant, as member of the Audit Committee, effective date of the new member is June 27, 2023. Circumstances of change: new appointment. Reason for the change: Supplementary election of two independent directors at 2023 shareholders' meeting.
New Risk • Jun 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.7% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$68.10, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 196% over the past three years.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$49.35, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 14x in the Electronic industry in Taiwan. Total returns to shareholders of 164% over the past three years.
Reported Earnings • Mar 26Full year 2022 earnings released: EPS: NT$3.13 (vs NT$4.30 in FY 2021)Full year 2022 results: EPS: NT$3.13 (down from NT$4.30 in FY 2021). Revenue: NT$6.49b (down 36% from FY 2021). Net income: NT$710.6m (down 27% from FY 2021). Profit margin: 11% (up from 9.7% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: NT$0.85 (vs NT$1.02 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.85 (down from NT$1.02 in 3Q 2021). Revenue: NT$1.39b (down 43% from 3Q 2021). Net income: NT$193.7m (down 16% from 3Q 2021). Profit margin: 14% (up from 9.5% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 18Upcoming dividend of NT$3.25 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 21 September 2022. Payout ratio is on the higher end at 92%, and the cash payout ratio is above 100%. Trailing yield: 9.2%. Within top quartile of Taiwanese dividend payers (6.4%). Higher than average of industry peers (4.4%).
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.82 (vs NT$1.05 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.82 (down from NT$1.05 in 2Q 2021). Revenue: NT$1.69b (down 38% from 2Q 2021). Net income: NT$186.9m (down 22% from 2Q 2021). Profit margin: 11% (up from 8.8% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
공시 • Aug 10Channel Well Technology Co.,Ltd. Announces Cash Dividend, Payable on September 21, 2022Channel Well Technology Co.,Ltd. announced cash dividend distribution for common shares is TWD 739,020,958 or TWD 3.25 per share will be distributed. Ex-rights (Ex-dividend) date is August 25, 2022. Ex-rights (Ex-dividend) record date is August 31, 2022. Payment date of cash dividend distribution is September 21, 2022.
Reported Earnings • May 15First quarter 2022 earnings released: EPS: NT$0.79 (vs NT$1.33 in 1Q 2021)First quarter 2022 results: EPS: NT$0.79 (down from NT$1.33 in 1Q 2021). Revenue: NT$1.66b (down 39% from 1Q 2021). Net income: NT$179.2m (down 41% from 1Q 2021). Profit margin: 11% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 01Full year 2021 earnings released: EPS: NT$4.30 (vs NT$4.55 in FY 2020)Full year 2021 results: EPS: NT$4.30 (down from NT$4.55 in FY 2020). Revenue: NT$10.1b (up 34% from FY 2020). Net income: NT$978.0m (down 5.4% from FY 2020). Profit margin: 9.7% (down from 14% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Mar 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 2.8%. The fair value is estimated to be NT$49.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% per annum over the last 3 years. Earnings per share has grown by 28% per annum over the last 3 years.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$1.01 (vs NT$1.47 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$2.43b (up 9.1% from 3Q 2020). Net income: NT$230.7m (down 31% from 3Q 2020). Profit margin: 9.5% (down from 15% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$39.80, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 60% over the past three years.
Upcoming Dividend • Aug 23Upcoming dividend of NT$3.15 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 30 September 2021. Trailing yield: 7.0%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (3.3%).
Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS NT$1.06 (vs NT$1.12 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$2.73b (up 50% from 2Q 2020). Net income: NT$239.8m (down 5.5% from 2Q 2020). Profit margin: 8.8% (down from 14% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$47.85, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.
Reported Earnings • May 11First quarter 2021 earnings released: EPS NT$1.33 (vs NT$0.39 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.72b (up 196% from 1Q 2020). Net income: NT$303.2m (up 240% from 1Q 2020). Profit margin: 11% (up from 9.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 21% per year.
Reported Earnings • Mar 25Full year 2020 earnings released: EPS NT$4.55 (vs NT$2.49 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$7.56b (up 44% from FY 2019). Net income: NT$1.03b (up 83% from FY 2019). Profit margin: 14% (up from 11% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Mar 08Does Channel Well TechnologyLtd (GTSM:3078) Have The DNA Of A Multi-Bagger?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$52.40, the stock is trading at a trailing P/E ratio of 14.5x, up from the previous P/E ratio of 12x. This compares to an average P/E of 19x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 89%.
Is New 90 Day High Low • Feb 20New 90-day high: NT$47.70The company is up 9.0% from its price of NT$43.85 on 20 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 24% over the same period.
분석 기사 • Feb 17We Think Channel Well TechnologyLtd (GTSM:3078) Can Manage Its Debt With EaseHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Feb 02Channel Well Technology Co.,Ltd. (GTSM:3078) Is Yielding 3.1% - But Is It A Buy?Is Channel Well Technology Co.,Ltd. ( GTSM:3078 ) a good dividend stock? How can we tell? Dividend paying companies...
분석 기사 • Jan 03Is There More To The Story Than Channel Well TechnologyLtd's (GTSM:3078) Earnings Growth?As a general rule, we think profitable companies are less risky than companies that lose money. Having said that...
Is New 90 Day High Low • Dec 28New 90-day high: NT$47.15The company is up 15% from its price of NT$41.00 on 30 September 2020. The Taiwanese market is also up 15% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Electronic industry, which is up 17% over the same period.
분석 기사 • Dec 18Declining Stock and Decent Financials: Is The Market Wrong About Channel Well Technology Co.,Ltd. (GTSM:3078)?Channel Well TechnologyLtd (GTSM:3078) has had a rough three months with its share price down 2.8%. However, the...
분석 기사 • Dec 03We Like Channel Well TechnologyLtd's (GTSM:3078) Returns And Here's How They're TrendingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
분석 기사 • Nov 18Channel Well TechnologyLtd (GTSM:3078) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS NT$1.46The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$2.22b (up 54% from 3Q 2019). Net income: NT$333.2m (up 67% from 3Q 2019). Profit margin: 15% (up from 14% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.