Buy Or Sell Opportunity • Jul 30
Now 49% overvalued after recent price rise Over the last 90 days, the stock has risen 38% to NT$1,200. The fair value is estimated to be NT$806, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 152% over the last year. Earnings per share has grown by 260%. New Risk • Jul 29
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 12% 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 Risks Share price has been highly volatile over the past 3 months (12% average weekly change). High level of non-cash earnings (25% accrual ratio). Valuation Update With 7 Day Price Move • Jul 27
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to NT$1,200, the stock trades at a trailing P/E ratio of 47.2x. Average trailing P/E is 34x in the Electronic industry in Taiwan. Valuation Update With 7 Day Price Move • Jul 03
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to NT$1,230, the stock trades at a trailing P/E ratio of 48.4x. Average trailing P/E is 41x in the Electronic industry in Taiwan. New Risk • Jun 29
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 9.9% 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: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.9% average weekly change). Reported Earnings • May 27
First quarter 2026 earnings released: EPS: NT$10.78 (vs NT$2.81 in 1Q 2025) First quarter 2026 results: EPS: NT$10.78 (up from NT$2.81 in 1Q 2025). Revenue: NT$2.21b (up 144% from 1Q 2025). Net income: NT$696.7m (up 343% from 1Q 2025). Profit margin: 32% (up from 17% in 1Q 2025). The increase in margin was driven by higher revenue. New Risk • May 19
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • May 13
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to NT$1,115, the stock trades at a trailing P/E ratio of 66.5x. Average trailing P/E is 31x in the Electronic industry in Taiwan. 공고 • Mar 23
Bellwether Electronic Corp., Annual General Meeting, Jun 10, 2026 Bellwether Electronic Corp., Annual General Meeting, Jun 10, 2026, at 09:00 Taipei Standard Time. Location: 3 floor no,300, sec.1 chuang ching rd., taoyuan district, taoyuan city Taiwan Valuation Update With 7 Day Price Move • Feb 11
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to NT$582, the stock trades at a trailing P/E ratio of 72.7x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Valuation Update With 7 Day Price Move • Dec 17
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to NT$576, the stock trades at a trailing P/E ratio of 72x. Average trailing P/E is 22x in the Electronic industry in Taiwan.