Yageo Corporation

TWSE:2327 주식 리포트

시가총액: NT$1.2t

Yageo 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

David Wang

최고경영자

NT$146.9m

총 보수

CEO 급여 비율98.56%
CEO 재임 기간3.7yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간4.8yrs
이사회 평균 재임 기간7.9yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 05

2327: Future Pricing Will Reflect Steady Margins And Slightly Higher Required Returns

Analysts have kept their Yageo fair value target steady at NT$373.5, with a slightly higher discount rate and a broadly unchanged long term growth and P/E outlook, resulting in only a minimal change in the overall price target framework. Valuation Changes Fair Value: NT$373.5 is unchanged, keeping the core valuation anchor steady.
내러티브 업데이트 Apr 20

2327: Future Pricing Will Reflect Stronger Margins And Lower Required Returns

Analysts now set a higher price target for Yageo at NT$373.50, up from NT$331.42, citing updated assumptions for a lower discount rate, slightly different revenue growth expectations, stronger profit margin forecasts, and a reduced forward P/E multiple. Valuation Changes Fair Value: NT$373.50, up from NT$331.42, indicating a higher assessed valuation level.
내러티브 업데이트 Apr 06

2327: Future Pricing Will Reflect Steady Assumptions And Undervalued Earnings Quality

Analysts have kept their fair value view for Yageo steady at around NT$331.42 per share, with only minor tweaks to the discount rate, revenue growth, profit margin assumptions and future P/E inputs behind the unchanged price target. Valuation Changes Fair Value: NT$331.42 per share remains unchanged, indicating a steady overall valuation view.
내러티브 업데이트 Mar 22

2327: Future Pricing Will Reflect Improved Earnings Quality Under New Finance Leadership

Analysts have raised their price target on Yageo by NT$5 to reflect updated assumptions for revenue growth, profit margins and a lower discount rate, partly offset by a more conservative future P/E multiple. What's in the News Yageo Corporation plans a CFO transition effective January 1, 2026, with current CFO Eddie Chen moving out of the role and Deputy CFO Gavin Zhong stepping in as the new CFO (Key Developments).
내러티브 업데이트 Mar 07

2327: Future Pricing Will Reflect Higher Fair Value And Finance Leadership Continuity

Analysts now set their Yageo price target at NT$326.42, up from NT$283.12. This reflects updated assumptions that combine higher projected revenue growth with a slightly lower discount rate and a modestly higher future P/E, partly offset by a more conservative profit margin outlook.
내러티브 업데이트 Feb 20

2327: Future Pricing Will Reflect Stable Margins And Upcoming Finance Leadership Shift

The analyst price target for Yageo is reaffirmed at NT$283.12, with only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, as analysts fine-tune their models without a material change in their overall valuation view. What's in the News Yageo Corporation has appointed Gavin Zhong as Chief Financial Officer, effective January 1, 2026.
내러티브 업데이트 Feb 05

2327: Future Pricing Will Depend On Margins And Incoming Finance Leadership

Analysts have nudged their fair value estimate for Yageo higher from about $266.15 to $283.12 per share, citing slightly adjusted assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple to support the new price target. What's in the News Yageo Corporation appointed Gavin Zhong as Chief Financial Officer, effective January 1, 2026, shifting him from his prior role as Deputy CFO (Key Developments).
내러티브 업데이트 Jan 22

2327: Rich Pricing Will Hinge On Margins And New Finance Leadership

Analysts have nudged their fair value estimate for Yageo from $252.08 to $266.15, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Yageo Corporation appointed Gavin Zhong as CFO, effective January 1, 2026.
내러티브 업데이트 Jan 07

2327: Stable Outlook Will Rely On Margins And Finance Leadership Transition

Analysts have kept their Yageo fair value estimate broadly stable around $252.08 per share, with only slight adjustments to the discount rate, revenue growth outlook, profit margin assumptions and future P/E. This reflects a largely unchanged view on the stock's long term risk and earnings profile.
내러티브 업데이트 Dec 15

2327: Future Profit Margins And Market Conditions Will Shape Share Performance

Analysts have nudged their price target on Yageo slightly higher to approximately $252.08 per share, citing marginally lower discount rate assumptions and a nearly unchanged outlook for revenue growth, profit margins, and future valuation multiples. Valuation Changes The fair value estimate remains unchanged at NT$252.08 per share, indicating no material reassessment of intrinsic value.
내러티브 업데이트 Nov 30

2327: Future Profit Margins And Market Trends Will Influence Share Performance

Analysts have raised their price target for Yageo to $252.08, up from $248.04, citing modest adjustments in discount rate and future price-to-earnings assumptions to reflect improving market conditions. Valuation Changes Fair Value Estimate increased marginally from NT$248.04 to NT$252.08.
내러티브 업데이트 Nov 16

2327: Future Profitability And Risk Profile Will Shape Share Performance

Analysts have raised their price target for Yageo from $219.75 to $248.04. They cite updated valuations that reflect changes in forecasted growth and profit expectations.
내러티브 업데이트 Nov 01

2327: Future Earnings Multiple Expansion Will Likely Drive Overvaluation Risk

Analyst Price Target for Yageo Sees Significant Increase Analysts have raised their price target for Yageo from $151.23 to $219.75. They cite improved revenue growth forecasts and higher expected profit margins as key reasons for the upgrade.
내러티브 업데이트 Oct 17

Global Positioning In AI And EV Markets Will Strengthen Future Prospects

Analysts have maintained their price target for Yageo at $151.23. This reflects continued confidence in the company’s outlook based on stable projections for growth and profitability.
내러티브 업데이트 Oct 03

Global Positioning In AI And EV Markets Will Strengthen Future Prospects

Analysts have increased their price target for Yageo from $146.73 to $151.23, citing refined fair value estimates along with subtle improvements in discount rate assumptions. Valuation Changes The Fair Value Estimate has increased modestly from NT$146.73 to NT$151.23.
내러티브 업데이트 Aug 19

Global Positioning In AI And EV Markets Will Strengthen Future Prospects

Yageo’s consensus price target has been sharply revised downward, primarily reflecting a lower future P/E multiple rather than changes in revenue growth expectations, resulting in a new fair value of NT$146.73. What's in the News Shareholders approved amendments to the corporate charter.
User avatar
새로운 내러티브 Nov 25

Tactical Expansion In AI And EV Markets To Propel Future Growth And Profitability

Yageo's strategic positioning in AI server components and the EV market could drive future revenue growth and diversification.

CEO 보수 분석

David Wang의 보수는 Yageo의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

NT$26b

Dec 31 2025n/an/a

NT$24b

Sep 30 2025n/an/a

NT$21b

Jun 30 2025n/an/a

NT$20b

Mar 31 2025n/an/a

NT$20b

Dec 31 2024NT$147mNT$145m

NT$19b

Sep 30 2024n/an/a

NT$20b

Jun 30 2024n/an/a

NT$20b

Mar 31 2024n/an/a

NT$18b

Dec 31 2023NT$142mNT$140m

NT$17b

Sep 30 2023n/an/a

NT$17b

Jun 30 2023n/an/a

NT$18b

Mar 31 2023n/an/a

NT$21b

Dec 31 2022NT$62mNT$59m

NT$23b

Sep 30 2022n/an/a

NT$23b

Jun 30 2022n/an/a

NT$24b

Mar 31 2022n/an/a

NT$24b

Dec 31 2021NT$52mNT$48m

NT$23b

Sep 30 2021n/an/a

NT$22b

Jun 30 2021n/an/a

NT$18b

Mar 31 2021n/an/a

NT$15b

Dec 31 2020n/an/a

NT$12b

Sep 30 2020n/an/a

NT$9b

Jun 30 2020n/an/a

NT$9b

Mar 31 2020n/an/a

NT$7b

Dec 31 2019NT$16mNT$12m

NT$7b

보상 대 시장: David의 총 보수(USD4.65M)는 TW 시장에서 비슷한 규모 기업의 평균(USD451.25K)보다 높습니다.

보상과 수익: David의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

David Wang

3.7yrs
재임 기간
NT$146,852,000
보수

Mr. Deng-Rue Wang, also known as David, has been Chief Executive Officer at Yageo Corporation since September 2022 and serves as its Director and was its General Manager since May 4, 2020 and served as its...


리더십 팀

이름직위재임 기간보수지분
Tie-Min Chen
Founder & Chairman of the Board32.9yrsNT$62.74m0.032%
NT$ 378.8m
Deng-Rue Wang
CEO & Director3.7yrsNT$146.85m데이터 없음
Gavin Zhong
Chief Financial Officerless than a year데이터 없음데이터 없음
Eddie Y.S. Chen
Chief Operating Officerless than a year데이터 없음데이터 없음
Wenxiang Yang
Deputy Spokesperson4.8yrs데이터 없음데이터 없음
Chris Y.C. Yang
VP & Chief Information Officerno data데이터 없음데이터 없음
Susan B. Barkal
Chief Quality & Compliance Officer5.3yrs데이터 없음데이터 없음
Benjamin Kao
Chief Legal Officer1.3yrs데이터 없음데이터 없음
Alison H.Y. Tung
Chief Human Resources Officer5.6yrs데이터 없음0.00050%
NT$ 5.9m
Claudio Lollini
Senior EVP & Head of Global Sales Business Groupno data데이터 없음데이터 없음
William Malherbe
Senior VP of Pulse & Head of Magnetics PBG5.3yrs데이터 없음데이터 없음
Robert S. Willoughby
Head of Capacitor PBG5.3yrs데이터 없음데이터 없음
4.8yrs
평균 재임 기간
63yo
평균 나이

경험이 풍부한 관리: 2327의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.8 년).


이사회 구성원

이름직위재임 기간보수지분
Tie-Min Chen
Founder & Chairman of the Board32.9yrsNT$62.74m0.032%
NT$ 378.8m
Deng-Rue Wang
CEO & Director6yrsNT$146.85m데이터 없음
Shih-Chien Yang
Director19.9yrsNT$2.30m데이터 없음
Lai-Fu Lin
Independent Director13.9yrsNT$1.17m데이터 없음
Cheng-Ling Lee
Independent Director13.9yrsNT$3.20m데이터 없음
Chin-San Wang
Director13.9yrsNT$2.30m데이터 없음
Yuan Lai
Supervisorno data데이터 없음데이터 없음
Hsu Tun-Son Lin
Independent Director7.9yrsNT$2.80m데이터 없음
Shu-Chen Tsai
Director2yrs데이터 없음0.0038%
NT$ 44.6m
Ching-Chang Yen
Director4.8yrsNT$5.00m데이터 없음
Shao Chiao Chen
Director1yr데이터 없음데이터 없음
Chen-I Hsu
Independent Director1yr데이터 없음0.00037%
NT$ 4.4m
7.9yrs
평균 재임 기간

경험이 풍부한 이사회: 2327의 이사회경험이 있음으로 간주됩니다(평균 재임 7.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 20:48
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Yageo Corporation는 18명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Aaron WuBarclays
Robert ChengBofA Global Research
Yijun TuCapital Securities Corporation