View Financial HealthLinkCom ManufacturingLTD 배당 및 자사주 매입배당 기준 점검 3/6LinkCom ManufacturingLTD 수익으로 충분히 충당되는 현재 수익률 1.47% 보유한 배당금 지급 회사입니다.핵심 정보1.5%배당 수익률1.4%자사주 매입 수익률총 주주 수익률2.9%미래 배당 수익률n/a배당 성장률3.3%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향67%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Apr 17Upcoming dividend of NT$1.13 per shareEligible shareholders must have bought the stock before 24 April 2026. Payment date: 18 May 2026. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Taiwanese dividend payers (5.1%). In line with average of industry peers (1.6%).Declared Dividend • Mar 06Dividend reduced to NT$0.99Dividend of NT$0.99 is 36% lower than last year. Ex-date: 20th March 2025 Payment date: 18th April 2025 Dividend yield will be 2.4%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (177% earnings payout ratio) nor is it covered by cash flows (273% cash payout ratio). The dividend has increased by an average of 12% per year over the past 4 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 96% to bring the payout ratio under control. However, EPS has declined by 7.7% over the last 5 years so the company would need to reverse this trend.Upcoming Dividend • Mar 14Upcoming dividend of NT$1.56 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 22 April 2024. Payout ratio and cash payout ratio are on the higher end at 93% and 99% respectively. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (4.8%). In line with average of industry peers (3.4%).Upcoming Dividend • Mar 31Upcoming dividend of NT$2.01 per share at 3.8% yieldEligible shareholders must have bought the stock before 07 April 2023. Payment date: 05 May 2023. Trailing yield: 3.8%. Lower than top quartile of Taiwanese dividend payers (5.9%). Lower than average of industry peers (4.5%).Upcoming Dividend • Jun 16Upcoming dividend of NT$1.10 per shareEligible shareholders must have bought the stock before 23 June 2022. Payment date: 15 July 2022. Payout ratio is on the higher end at 89% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Taiwanese dividend payers (6.0%). Lower than average of industry peers (4.3%).모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$57.30, the stock trades at a trailing P/E ratio of 50.9x. Average trailing P/E is 36x in the Electronic industry in Taiwan. Total returns to shareholders of 18% over the past three years.Buy Or Sell Opportunity • May 21Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to NT$57.20. The fair value is estimated to be NT$44.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has declined by 24%.Reported Earnings • May 15First quarter 2026 earnings released: EPS: NT$0.31 (vs NT$0.30 in 1Q 2025)First quarter 2026 results: EPS: NT$0.31 (up from NT$0.30 in 1Q 2025). Revenue: NT$122.1m (down 12% from 1Q 2025). Net income: NT$9.78m (up 3.5% from 1Q 2025). Profit margin: 8.0% (up from 6.8% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$54.00, the stock trades at a trailing P/E ratio of 48.4x. Average trailing P/E is 27x in the Electronic industry in Taiwan. Total returns to shareholders of 16% over the past three years.Upcoming Dividend • Apr 17Upcoming dividend of NT$1.13 per shareEligible shareholders must have bought the stock before 24 April 2026. Payment date: 18 May 2026. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Taiwanese dividend payers (5.1%). In line with average of industry peers (1.6%).Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 37%After last week's 37% share price gain to NT$71.00, the stock trades at a trailing P/E ratio of 63.7x. Average trailing P/E is 28x in the Electronic industry in Taiwan. Total returns to shareholders of 37% over the past three years.New Risk • Apr 01New 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 8.4% 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (NT$1.85b market cap, or US$57.9m).Buy Or Sell Opportunity • Mar 26Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to NT$50.90. The fair value is estimated to be NT$41.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 26%.Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$46.30, the stock trades at a trailing P/E ratio of 41.4x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Negligible returns to shareholders over past three years.Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$1.13 (vs NT$1.19 in FY 2024)Full year 2025 results: EPS: NT$1.13 (down from NT$1.19 in FY 2024). Revenue: NT$582.1m (up 2.8% from FY 2024). Net income: NT$35.1m (down 5.0% from FY 2024). Profit margin: 6.0% (down from 6.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% 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.공시 • Mar 13LinkCom Manufacturing Co.,LTD., Annual General Meeting, Jun 26, 2026LinkCom Manufacturing Co.,LTD., Annual General Meeting, Jun 26, 2026. Location: 5 floor no,127 ln.235, pao ch`iao rd., sindian district, new taipei city TaiwanBoard Change • Feb 26Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$0.57 (vs NT$0.21 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.57 (up from NT$0.21 in 3Q 2024). Revenue: NT$150.7m (down 7.1% from 3Q 2024). Net income: NT$17.8m (up 167% from 3Q 2024). Profit margin: 12% (up from 4.1% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: NT$0.08 (vs NT$0.28 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.08 (down from NT$0.28 in 2Q 2024). Revenue: NT$168.8m (up 33% from 2Q 2024). Net income: NT$2.47m (down 72% from 2Q 2024). Profit margin: 1.5% (down from 6.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$0.30 (vs NT$0.16 in 1Q 2024)First quarter 2025 results: EPS: NT$0.30 (up from NT$0.16 in 1Q 2024). Revenue: NT$138.1m (up 21% from 1Q 2024). Net income: NT$9.45m (up 89% from 1Q 2024). Profit margin: 6.8% (up from 4.4% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.New Risk • May 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 8.7% 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 (8.7% average weekly change). Market cap is less than US$100m (NT$1.60b market cap, or US$52.9m).Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$48.70, the stock trades at a trailing P/E ratio of 41.1x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.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$31.95, the stock trades at a trailing P/E ratio of 26.9x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 9.3% over the past three years.Reported Earnings • Mar 14Full year 2024 earnings released: EPS: NT$1.19 (vs NT$1.69 in FY 2023)Full year 2024 results: EPS: NT$1.19 (down from NT$1.69 in FY 2023). Revenue: NT$566.1m (up 2.1% from FY 2023). Net income: NT$36.9m (down 26% from FY 2023). Profit margin: 6.5% (down from 9.0% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Declared Dividend • Mar 06Dividend reduced to NT$0.99Dividend of NT$0.99 is 36% lower than last year. Ex-date: 20th March 2025 Payment date: 18th April 2025 Dividend yield will be 2.4%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (177% earnings payout ratio) nor is it covered by cash flows (273% cash payout ratio). The dividend has increased by an average of 12% per year over the past 4 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 96% to bring the payout ratio under control. However, EPS has declined by 7.7% over the last 5 years so the company would need to reverse this trend.공시 • Feb 27LinkCom Manufacturing Co.,LTD., Annual General Meeting, May 22, 2025LinkCom Manufacturing Co.,LTD., Annual General Meeting, May 22, 2025. Location: 5 floor no,127 ln.235, pao ch`iao rd., sindian district, new taipei city TaiwanReported Earnings • Nov 19Third quarter 2024 earnings released: EPS: NT$0.21 (vs NT$0.46 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.21 (down from NT$0.46 in 3Q 2023). Revenue: NT$162.3m (up 21% from 3Q 2023). Net income: NT$6.66m (down 53% from 3Q 2023). Profit margin: 4.1% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$47.00, the stock trades at a trailing P/E ratio of 41.6x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$55.00, the stock trades at a trailing P/E ratio of 48.7x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 104% over the past three years.Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$46.90, the stock trades at a trailing P/E ratio of 41.6x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$39.80, the stock trades at a trailing P/E ratio of 35.3x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 45% over the past three years.Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.28 (vs NT$0.54 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.28 (down from NT$0.54 in 2Q 2023). Revenue: NT$126.6m (down 7.3% from 2Q 2023). Net income: NT$8.72m (down 45% from 2Q 2023). Profit margin: 6.9% (down from 12% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.New Risk • Jun 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 43% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 113% Cash payout ratio: 112% Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (NT$1.18b market cap, or US$36.4m).Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.16 (vs NT$0.46 in 1Q 2023)First quarter 2024 results: EPS: NT$0.16 (down from NT$0.46 in 1Q 2023). Revenue: NT$114.5m (down 21% from 1Q 2023). Net income: NT$5.01m (down 61% from 1Q 2023). Profit margin: 4.4% (down from 8.9% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Taiwan. 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 11% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Apr 29Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to NT$41.65. The fair value is estimated to be NT$53.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 28%.Upcoming Dividend • Mar 14Upcoming dividend of NT$1.56 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 22 April 2024. Payout ratio and cash payout ratio are on the higher end at 93% and 99% respectively. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (4.8%). In line with average of industry peers (3.4%).공시 • Mar 05LinkCom Manufacturing Co.,LTD., Annual General Meeting, May 21, 2024LinkCom Manufacturing Co.,LTD., Annual General Meeting, May 21, 2024.Reported Earnings • Mar 05Full year 2023 earnings released: EPS: NT$1.69 (vs NT$2.24 in FY 2022)Full year 2023 results: EPS: NT$1.69 (down from NT$2.24 in FY 2022). Revenue: NT$554.4m (flat on FY 2022). Net income: NT$50.1m (down 20% from FY 2022). Profit margin: 9.0% (down from 11% in FY 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan.Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: NT$0.46 (vs NT$0.90 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.46 (down from NT$0.90 in 3Q 2022). Revenue: NT$134.1m (up 4.5% from 3Q 2022). Net income: NT$14.3m (down 43% from 3Q 2022). Profit margin: 11% (down from 20% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Electronic industry in Taiwan.Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: NT$0.54 (vs NT$0.52 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.54 (up from NT$0.52 in 2Q 2022). Revenue: NT$136.5m (up 8.9% from 2Q 2022). Net income: NT$16.0m (up 10% from 2Q 2022). Profit margin: 12% (in line with 2Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Electronic industry in Taiwan.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$48.50, the stock trades at a trailing P/E ratio of 23.6x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 65% over the past year.Buying Opportunity • May 30Now 23% undervaluedOver the last 90 days, the stock is up 7.5%. The fair value is estimated to be NT$63.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 17%.Buying Opportunity • May 09Now 22% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be NT$63.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 17%.Buying Opportunity • Apr 24Now 22% undervaluedOver the last 90 days, the stock is up 26%. The fair value is estimated to be NT$63.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 17%.Upcoming Dividend • Mar 31Upcoming dividend of NT$2.01 per share at 3.8% yieldEligible shareholders must have bought the stock before 07 April 2023. Payment date: 05 May 2023. Trailing yield: 3.8%. Lower than top quartile of Taiwanese dividend payers (5.9%). Lower than average of industry peers (4.5%).Reported Earnings • Mar 24Full year 2022 earnings released: EPS: NT$2.24 (vs NT$1.12 in FY 2021)Full year 2022 results: EPS: NT$2.24 (up from NT$1.12 in FY 2021). Revenue: NT$552.0m (up 12% from FY 2021). Net income: NT$62.7m (up 99% from FY 2021). Profit margin: 11% (up from 6.4% in FY 2021). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$55.00, the stock trades at a trailing P/E ratio of 28.1x. Average trailing P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 63% over the past year.Upcoming Dividend • Jun 16Upcoming dividend of NT$1.10 per shareEligible shareholders must have bought the stock before 23 June 2022. Payment date: 15 July 2022. Payout ratio is on the higher end at 89% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Taiwanese dividend payers (6.0%). Lower than average of industry peers (4.3%).Reported Earnings • May 02Full year 2021 earnings released: EPS: NT$1.12 (vs NT$0.96 in FY 2020)Full year 2021 results: EPS: NT$1.12 (up from NT$0.96 in FY 2020). Revenue: NT$492.3m (up 13% from FY 2020). Net income: NT$31.5m (up 17% from FY 2020). Profit margin: 6.4% (up from 6.2% in FY 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improved over the past weekAfter last week's 34% share price gain to NT$39.40, the stock trades at a trailing P/E ratio of 38.6x. Average trailing P/E is 18x in the Electronic industry in Taiwan.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 6821 10년 미만 동안 배당금을 지급해 왔으며 이 기간 동안 지급액은 휘발성이었습니다.배당금 증가: 6821 5 년 동안만 배당금을 지급해 왔으며 그 이후 지급액이 감소했습니다.배당 수익률 vs 시장LinkCom ManufacturingLTD 배당 수익률 vs 시장6821의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (6821)1.5%시장 하위 25% (TW)1.4%시장 상위 25% (TW)4.8%업계 평균 (Electronic)1.2%분석가 예측 (6821) (최대 3년)n/a주목할만한 배당금: 6821 의 배당금( 1.47% )은 TW 시장에서 배당금 지급자의 하위 25%( 1.38% )보다 높습니다.고배당: 6821 의 배당금( 1.47% )은 TW 시장에서 배당금 지급자의 상위 25%( 4.85% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적인 지급 비율 ( 67.1% )을 통해 6821 의 배당금 지급은 수익으로 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 42.7% )로 6821 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YTW 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/18 05:35종가2026/06/18 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스LinkCom Manufacturing 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.분석가기관Licheng ZhuangCapital Securities Corporation
Upcoming Dividend • Apr 17Upcoming dividend of NT$1.13 per shareEligible shareholders must have bought the stock before 24 April 2026. Payment date: 18 May 2026. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Taiwanese dividend payers (5.1%). In line with average of industry peers (1.6%).
Declared Dividend • Mar 06Dividend reduced to NT$0.99Dividend of NT$0.99 is 36% lower than last year. Ex-date: 20th March 2025 Payment date: 18th April 2025 Dividend yield will be 2.4%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (177% earnings payout ratio) nor is it covered by cash flows (273% cash payout ratio). The dividend has increased by an average of 12% per year over the past 4 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 96% to bring the payout ratio under control. However, EPS has declined by 7.7% over the last 5 years so the company would need to reverse this trend.
Upcoming Dividend • Mar 14Upcoming dividend of NT$1.56 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 22 April 2024. Payout ratio and cash payout ratio are on the higher end at 93% and 99% respectively. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (4.8%). In line with average of industry peers (3.4%).
Upcoming Dividend • Mar 31Upcoming dividend of NT$2.01 per share at 3.8% yieldEligible shareholders must have bought the stock before 07 April 2023. Payment date: 05 May 2023. Trailing yield: 3.8%. Lower than top quartile of Taiwanese dividend payers (5.9%). Lower than average of industry peers (4.5%).
Upcoming Dividend • Jun 16Upcoming dividend of NT$1.10 per shareEligible shareholders must have bought the stock before 23 June 2022. Payment date: 15 July 2022. Payout ratio is on the higher end at 89% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Taiwanese dividend payers (6.0%). Lower than average of industry peers (4.3%).
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$57.30, the stock trades at a trailing P/E ratio of 50.9x. Average trailing P/E is 36x in the Electronic industry in Taiwan. Total returns to shareholders of 18% over the past three years.
Buy Or Sell Opportunity • May 21Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to NT$57.20. The fair value is estimated to be NT$44.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has declined by 24%.
Reported Earnings • May 15First quarter 2026 earnings released: EPS: NT$0.31 (vs NT$0.30 in 1Q 2025)First quarter 2026 results: EPS: NT$0.31 (up from NT$0.30 in 1Q 2025). Revenue: NT$122.1m (down 12% from 1Q 2025). Net income: NT$9.78m (up 3.5% from 1Q 2025). Profit margin: 8.0% (up from 6.8% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$54.00, the stock trades at a trailing P/E ratio of 48.4x. Average trailing P/E is 27x in the Electronic industry in Taiwan. Total returns to shareholders of 16% over the past three years.
Upcoming Dividend • Apr 17Upcoming dividend of NT$1.13 per shareEligible shareholders must have bought the stock before 24 April 2026. Payment date: 18 May 2026. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Taiwanese dividend payers (5.1%). In line with average of industry peers (1.6%).
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 37%After last week's 37% share price gain to NT$71.00, the stock trades at a trailing P/E ratio of 63.7x. Average trailing P/E is 28x in the Electronic industry in Taiwan. Total returns to shareholders of 37% over the past three years.
New Risk • Apr 01New 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 8.4% 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (NT$1.85b market cap, or US$57.9m).
Buy Or Sell Opportunity • Mar 26Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to NT$50.90. The fair value is estimated to be NT$41.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 26%.
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$46.30, the stock trades at a trailing P/E ratio of 41.4x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Negligible returns to shareholders over past three years.
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$1.13 (vs NT$1.19 in FY 2024)Full year 2025 results: EPS: NT$1.13 (down from NT$1.19 in FY 2024). Revenue: NT$582.1m (up 2.8% from FY 2024). Net income: NT$35.1m (down 5.0% from FY 2024). Profit margin: 6.0% (down from 6.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% 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.
공시 • Mar 13LinkCom Manufacturing Co.,LTD., Annual General Meeting, Jun 26, 2026LinkCom Manufacturing Co.,LTD., Annual General Meeting, Jun 26, 2026. Location: 5 floor no,127 ln.235, pao ch`iao rd., sindian district, new taipei city Taiwan
Board Change • Feb 26Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$0.57 (vs NT$0.21 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.57 (up from NT$0.21 in 3Q 2024). Revenue: NT$150.7m (down 7.1% from 3Q 2024). Net income: NT$17.8m (up 167% from 3Q 2024). Profit margin: 12% (up from 4.1% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: NT$0.08 (vs NT$0.28 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.08 (down from NT$0.28 in 2Q 2024). Revenue: NT$168.8m (up 33% from 2Q 2024). Net income: NT$2.47m (down 72% from 2Q 2024). Profit margin: 1.5% (down from 6.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$0.30 (vs NT$0.16 in 1Q 2024)First quarter 2025 results: EPS: NT$0.30 (up from NT$0.16 in 1Q 2024). Revenue: NT$138.1m (up 21% from 1Q 2024). Net income: NT$9.45m (up 89% from 1Q 2024). Profit margin: 6.8% (up from 4.4% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
New Risk • May 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 8.7% 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 (8.7% average weekly change). Market cap is less than US$100m (NT$1.60b market cap, or US$52.9m).
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$48.70, the stock trades at a trailing P/E ratio of 41.1x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.
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$31.95, the stock trades at a trailing P/E ratio of 26.9x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 9.3% over the past three years.
Reported Earnings • Mar 14Full year 2024 earnings released: EPS: NT$1.19 (vs NT$1.69 in FY 2023)Full year 2024 results: EPS: NT$1.19 (down from NT$1.69 in FY 2023). Revenue: NT$566.1m (up 2.1% from FY 2023). Net income: NT$36.9m (down 26% from FY 2023). Profit margin: 6.5% (down from 9.0% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Declared Dividend • Mar 06Dividend reduced to NT$0.99Dividend of NT$0.99 is 36% lower than last year. Ex-date: 20th March 2025 Payment date: 18th April 2025 Dividend yield will be 2.4%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (177% earnings payout ratio) nor is it covered by cash flows (273% cash payout ratio). The dividend has increased by an average of 12% per year over the past 4 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 96% to bring the payout ratio under control. However, EPS has declined by 7.7% over the last 5 years so the company would need to reverse this trend.
공시 • Feb 27LinkCom Manufacturing Co.,LTD., Annual General Meeting, May 22, 2025LinkCom Manufacturing Co.,LTD., Annual General Meeting, May 22, 2025. Location: 5 floor no,127 ln.235, pao ch`iao rd., sindian district, new taipei city Taiwan
Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: NT$0.21 (vs NT$0.46 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.21 (down from NT$0.46 in 3Q 2023). Revenue: NT$162.3m (up 21% from 3Q 2023). Net income: NT$6.66m (down 53% from 3Q 2023). Profit margin: 4.1% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$47.00, the stock trades at a trailing P/E ratio of 41.6x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.
Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$55.00, the stock trades at a trailing P/E ratio of 48.7x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 104% over the past three years.
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$46.90, the stock trades at a trailing P/E ratio of 41.6x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.
Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$39.80, the stock trades at a trailing P/E ratio of 35.3x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 45% over the past three years.
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.28 (vs NT$0.54 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.28 (down from NT$0.54 in 2Q 2023). Revenue: NT$126.6m (down 7.3% from 2Q 2023). Net income: NT$8.72m (down 45% from 2Q 2023). Profit margin: 6.9% (down from 12% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
New Risk • Jun 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 43% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 113% Cash payout ratio: 112% Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (NT$1.18b market cap, or US$36.4m).
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.16 (vs NT$0.46 in 1Q 2023)First quarter 2024 results: EPS: NT$0.16 (down from NT$0.46 in 1Q 2023). Revenue: NT$114.5m (down 21% from 1Q 2023). Net income: NT$5.01m (down 61% from 1Q 2023). Profit margin: 4.4% (down from 8.9% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Taiwan. 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 11% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Apr 29Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to NT$41.65. The fair value is estimated to be NT$53.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 28%.
Upcoming Dividend • Mar 14Upcoming dividend of NT$1.56 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 22 April 2024. Payout ratio and cash payout ratio are on the higher end at 93% and 99% respectively. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (4.8%). In line with average of industry peers (3.4%).
공시 • Mar 05LinkCom Manufacturing Co.,LTD., Annual General Meeting, May 21, 2024LinkCom Manufacturing Co.,LTD., Annual General Meeting, May 21, 2024.
Reported Earnings • Mar 05Full year 2023 earnings released: EPS: NT$1.69 (vs NT$2.24 in FY 2022)Full year 2023 results: EPS: NT$1.69 (down from NT$2.24 in FY 2022). Revenue: NT$554.4m (flat on FY 2022). Net income: NT$50.1m (down 20% from FY 2022). Profit margin: 9.0% (down from 11% in FY 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan.
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: NT$0.46 (vs NT$0.90 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.46 (down from NT$0.90 in 3Q 2022). Revenue: NT$134.1m (up 4.5% from 3Q 2022). Net income: NT$14.3m (down 43% from 3Q 2022). Profit margin: 11% (down from 20% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Electronic industry in Taiwan.
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: NT$0.54 (vs NT$0.52 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.54 (up from NT$0.52 in 2Q 2022). Revenue: NT$136.5m (up 8.9% from 2Q 2022). Net income: NT$16.0m (up 10% from 2Q 2022). Profit margin: 12% (in line with 2Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Electronic industry in Taiwan.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$48.50, the stock trades at a trailing P/E ratio of 23.6x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 65% over the past year.
Buying Opportunity • May 30Now 23% undervaluedOver the last 90 days, the stock is up 7.5%. The fair value is estimated to be NT$63.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 17%.
Buying Opportunity • May 09Now 22% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be NT$63.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 17%.
Buying Opportunity • Apr 24Now 22% undervaluedOver the last 90 days, the stock is up 26%. The fair value is estimated to be NT$63.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 17%.
Upcoming Dividend • Mar 31Upcoming dividend of NT$2.01 per share at 3.8% yieldEligible shareholders must have bought the stock before 07 April 2023. Payment date: 05 May 2023. Trailing yield: 3.8%. Lower than top quartile of Taiwanese dividend payers (5.9%). Lower than average of industry peers (4.5%).
Reported Earnings • Mar 24Full year 2022 earnings released: EPS: NT$2.24 (vs NT$1.12 in FY 2021)Full year 2022 results: EPS: NT$2.24 (up from NT$1.12 in FY 2021). Revenue: NT$552.0m (up 12% from FY 2021). Net income: NT$62.7m (up 99% from FY 2021). Profit margin: 11% (up from 6.4% in FY 2021). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$55.00, the stock trades at a trailing P/E ratio of 28.1x. Average trailing P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 63% over the past year.
Upcoming Dividend • Jun 16Upcoming dividend of NT$1.10 per shareEligible shareholders must have bought the stock before 23 June 2022. Payment date: 15 July 2022. Payout ratio is on the higher end at 89% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Taiwanese dividend payers (6.0%). Lower than average of industry peers (4.3%).
Reported Earnings • May 02Full year 2021 earnings released: EPS: NT$1.12 (vs NT$0.96 in FY 2020)Full year 2021 results: EPS: NT$1.12 (up from NT$0.96 in FY 2020). Revenue: NT$492.3m (up 13% from FY 2020). Net income: NT$31.5m (up 17% from FY 2020). Profit margin: 6.4% (up from 6.2% in FY 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improved over the past weekAfter last week's 34% share price gain to NT$39.40, the stock trades at a trailing P/E ratio of 38.6x. Average trailing P/E is 18x in the Electronic industry in Taiwan.