공지 • Feb 03
Amigo Technology Inc., Annual General Meeting, Apr 30, 2026 Amigo Technology Inc., Annual General Meeting, Apr 30, 2026, at 09:00 Taipei Standard Time. Location: 2 floor no,31, kung yeh 2nd rd., an nan district, tainan city Taiwan Reported Earnings • Nov 18
Third quarter 2025 earnings released: EPS: NT$0.04 (vs NT$0.58 loss in 3Q 2024) Third quarter 2025 results: EPS: NT$0.04 (up from NT$0.58 loss in 3Q 2024). Revenue: NT$166.5m (down 2.2% from 3Q 2024). Net income: NT$2.16m (up NT$30.5m from 3Q 2024). Profit margin: 1.3% (up from net loss in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 17
Second quarter 2025 earnings released: NT$0.47 loss per share (vs NT$1.49 profit in 2Q 2024) Second quarter 2025 results: NT$0.47 loss per share (down from NT$1.49 profit in 2Q 2024). Revenue: NT$179.7m (up 13% from 2Q 2024). Net loss: NT$23.0m (down 132% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings. Reported Earnings • May 15
First quarter 2025 earnings released: EPS: NT$0.05 (vs NT$0.85 loss in 1Q 2024) First quarter 2025 results: EPS: NT$0.05 (up from NT$0.85 loss in 1Q 2024). Revenue: NT$195.1m (up 26% from 1Q 2024). Net income: NT$2.52m (up NT$43.8m from 1Q 2024). Profit margin: 1.3% (up from net loss in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings. Reported Earnings • Mar 14
Full year 2024 earnings released: NT$0.63 loss per share (vs NT$0.066 profit in FY 2023) Full year 2024 results: NT$0.63 loss per share (down from NT$0.066 profit in FY 2023). Revenue: NT$646.7m (flat on FY 2023). Net loss: NT$30.6m (down NT$33.7m from profit in FY 2023). Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. 공지 • Mar 05
Amigo Technology Inc., Annual General Meeting, May 29, 2025 Amigo Technology Inc., Annual General Meeting, May 29, 2025, at 09:00 Taipei Standard Time. Location: 2 floor no,31, kung yeh 2nd rd., an nan district, tainan city Taiwan Valuation Update With 7 Day Price Move • Jan 13
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to NT$13.55, the stock trades at a trailing P/E ratio of 12x. Average trailing P/E is 32x in the Communications industry in Taiwan. Total loss to shareholders of 37% over the past three years. New Risk • Nov 19
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 40% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.3% average weekly change). High level of non-cash earnings (40% accrual ratio). Minor Risk Market cap is less than US$100m (NT$786.5m market cap, or US$24.2m). Valuation Update With 7 Day Price Move • Oct 15
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to NT$20.90, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 25x in the Communications industry in Taiwan. Total loss to shareholders of 9.1% over the past three years. Valuation Update With 7 Day Price Move • Sep 25
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to NT$19.70, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 24x in the Communications industry in Taiwan. Total loss to shareholders of 23% over the past three years. Reported Earnings • Aug 18
Second quarter 2024 earnings released: EPS: NT$1.49 (vs NT$0.27 loss in 2Q 2023) Second quarter 2024 results: EPS: NT$1.49 (up from NT$0.27 loss in 2Q 2023). Revenue: NT$159.7m (down 14% from 2Q 2023). Net income: NT$72.8m (up NT$84.3m from 2Q 2023). Profit margin: 46% (up from net loss in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Reported Earnings • May 19
First quarter 2024 earnings released: NT$0.85 loss per share (vs NT$0.52 loss in 1Q 2023) First quarter 2024 results: NT$0.85 loss per share (further deteriorated from NT$0.52 loss in 1Q 2023). Revenue: NT$154.7m (down 6.0% from 1Q 2023). Net loss: NT$41.2m (loss widened 93% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Reported Earnings • Apr 03
Full year 2023 earnings released: EPS: NT$0.07 (vs NT$1.43 loss in FY 2022) Full year 2023 results: EPS: NT$0.07 (up from NT$1.43 loss in FY 2022). Revenue: NT$642.5m (down 39% from FY 2022). Net income: NT$3.02m (up NT$53.1m from FY 2022). Profit margin: 0.5% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings. 공지 • Mar 14
Amigo Technology Inc., Annual General Meeting, May 30, 2024 Amigo Technology Inc., Annual General Meeting, May 30, 2024. Reported Earnings • Nov 17
Third quarter 2023 earnings released: NT$0.33 loss per share (vs NT$0.58 loss in 3Q 2022) Third quarter 2023 results: NT$0.33 loss per share (improved from NT$0.58 loss in 3Q 2022). Revenue: NT$173.1m (down 40% from 3Q 2022). Net loss: NT$15.9m (loss narrowed 19% from 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings. Reported Earnings • Aug 18
Second quarter 2023 earnings released: NT$0.27 loss per share (vs NT$0.36 loss in 2Q 2022) Second quarter 2023 results: NT$0.27 loss per share (improved from NT$0.36 loss in 2Q 2022). Revenue: NT$184.5m (down 40% from 2Q 2022). Net loss: NT$11.5m (loss narrowed 6.2% from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. Reported Earnings • Nov 19
Third quarter 2022 earnings released: NT$0.58 loss per share (vs NT$1.08 loss in 3Q 2021) Third quarter 2022 results: NT$0.58 loss per share (improved from NT$1.08 loss in 3Q 2021). Revenue: NT$290.6m (up 336% from 3Q 2021). Net loss: NT$19.7m (loss narrowed 33% from 3Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 15
Second quarter 2022 earnings released: NT$0.36 loss per share (vs NT$1.14 loss in 2Q 2021) Second quarter 2022 results: NT$0.36 loss per share (up from NT$1.14 loss in 2Q 2021). Revenue: NT$309.0m (up NT$287.1m from 2Q 2021). Net loss: NT$12.2m (loss narrowed 55% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 113 percentage points per year, which is a significant difference in performance. Reported Earnings • May 16
First quarter 2022 earnings released: EPS: NT$0.02 (vs NT$0.47 loss in 1Q 2021) First quarter 2022 results: EPS: NT$0.02 (up from NT$0.47 loss in 1Q 2021). Revenue: NT$255.3m (up NT$223.7m from 1Q 2021). Net income: NT$591.0k (up NT$11.8m from 1Q 2021). Profit margin: 0.2% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 129 percentage points per year, which is a significant difference in performance. 공지 • Apr 07
Amigo Technology Inc., Annual General Meeting, Jun 21, 2022 Amigo Technology Inc., Annual General Meeting, Jun 21, 2022. Reported Earnings • Mar 31
Full year 2021 earnings released: NT$3.15 loss per share (vs NT$0.54 profit in FY 2020) Full year 2021 results: NT$3.15 loss per share (down from NT$0.54 profit in FY 2020). Revenue: NT$276.7m (up 2.7% from FY 2020). Net loss: NT$85.1m (down NT$97.9m from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 120 percentage points per year, which is a significant difference in performance. Reported Earnings • Nov 15
Third quarter 2021 earnings released: NT$1.08 loss per share (vs NT$0.19 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: NT$66.6m (down 9.1% from 3Q 2020). Net loss: NT$29.1m (down NT$33.5m from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings. Reported Earnings • Aug 18
Second quarter 2021 earnings released: NT$1.14 loss per share (vs NT$0.21 profit in 2Q 2020) The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: NT$21.9m (down 56% from 2Q 2020). Net loss: NT$27.1m (down NT$32.2m from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 16
First quarter 2021 earnings released: NT$0.47 loss per share (vs NT$0.064 profit in 1Q 2020) The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: NT$31.6m (down 60% from 1Q 2020). Net loss: NT$11.2m (down NT$12.7m from profit in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • May 14
Investor sentiment deteriorated over the past week After last week's 17% share price decline to NT$20.00, the stock trades at a trailing P/E ratio of 37x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 69% over the past three years. Reported Earnings • Mar 30
Full year 2020 earnings released: EPS NT$0.54 (vs NT$0.019 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$269.4m (up 28% from FY 2019). Net income: NT$12.8m (up NT$12.4m from FY 2019). Profit margin: 4.8% (up from 0.2% 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 106% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth. 공지 • Feb 25
Amigo Technology Inc., Annual General Meeting, May 13, 2021 Amigo Technology Inc., Annual General Meeting, May 13, 2021. Is New 90 Day High Low • Jan 14
New 90-day low: NT$25.00 The company is down 4.0% from its price of NT$26.00 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 22% over the same period. Is New 90 Day High Low • Dec 05
New 90-day high: NT$30.20 The company is up 71% from its price of NT$17.65 on 04 September 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 9.0% over the same period. Reported Earnings • Nov 14
Third quarter 2020 earnings released: EPS NT$0.19 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$73.3m (up 62% from 3Q 2019). Net income: NT$4.41m (up NT$9.12m from 3Q 2019). Profit margin: 6.0% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth. Is New 90 Day High Low • Oct 12
New 90-day high: NT$22.40 The company is up 19% from its price of NT$18.90 on 14 July 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 6.0% over the same period.