View Financial HealthThinking Electronic Industrial 배당 및 자사주 매입배당 기준 점검 5/6Thinking Electronic Industrial 수익으로 충분히 충당되는 현재 수익률 2.57% 보유한 배당금 지급 회사입니다.핵심 정보2.6%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률8.0%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향49%최근 배당 및 자사주 매입 업데이트분석 기사 • Aug 25Thinking Electronic Industrial (TWSE:2428) Is Paying Out Less In Dividends Than Last YearThinking Electronic Industrial Co., Ltd. ( TWSE:2428 ) has announced that on 20th of September, it will be paying a...분석 기사 • Aug 11Thinking Electronic Industrial (TWSE:2428) Has Announced That Its Dividend Will Be Reduced To NT$5.20Thinking Electronic Industrial Co., Ltd. ( TWSE:2428 ) is reducing its dividend from last year's comparable payment to...Declared Dividend • Aug 10Dividend reduced to NT$5.20Dividend of NT$5.20 is 3.7% lower than last year. Ex-date: 26th August 2024 Payment date: 20th September 2024 Dividend yield will be 3.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.7% over the next year, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Aug 17Upcoming dividend of NT$5.40 per share at 3.4% yieldEligible shareholders must have bought the stock before 24 August 2023. Payment date: 22 September 2023. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (5.7%). Lower than average of industry peers (4.2%).Upcoming Dividend • Aug 17Upcoming dividend of NT$6.30 per shareEligible shareholders must have bought the stock before 24 August 2022. Payment date: 16 September 2022. Payout ratio is a comfortable 52% and the cash payout ratio is 97%. Trailing yield: 4.4%. Lower than top quartile of Taiwanese dividend payers (6.5%). In line with average of industry peers (4.4%).Upcoming Dividend • Aug 19Upcoming dividend of NT$5.50 per shareEligible shareholders must have bought the stock before 26 August 2021. Payment date: 17 September 2021. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.2%). In line with average of industry peers (3.2%).모든 업데이트 보기Recent updatesReported Earnings • May 08First quarter 2026 earnings released: EPS: NT$2.00 (vs NT$2.97 in 1Q 2025)First quarter 2026 results: EPS: NT$2.00 (down from NT$2.97 in 1Q 2025). Revenue: NT$2.05b (up 8.3% from 1Q 2025). Net income: NT$283.0m (down 26% from 1Q 2025). Profit margin: 14% (down from 20% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 8% per year.Buy Or Sell Opportunity • May 05Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 8.5% to NT$186. The fair value is estimated to be NT$153, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Earnings per share has grown by 7.9%.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$177, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 27x in the Electronic industry in Taiwan. Total returns to shareholders of 21% over the past three years.Reported Earnings • Mar 08Full year 2025 earnings released: EPS: NT$11.76 (vs NT$12.10 in FY 2024)Full year 2025 results: EPS: NT$11.76 (down from NT$12.10 in FY 2024). Revenue: NT$8.03b (up 6.8% from FY 2024). Net income: NT$1.51b (down 2.9% from FY 2024). Profit margin: 19% (down from 21% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 7% per year.공시 • Mar 06Thinking Electronic Industrial Co., Ltd., Annual General Meeting, May 26, 2026Thinking Electronic Industrial Co., Ltd., Annual General Meeting, May 26, 2026, at 09:00 Taipei Standard Time. Location: no,600-7, chia ch`ang rd., nanzih district, kaohsiung city TaiwanBuy Or Sell Opportunity • Mar 05Now 21% overvaluedOver the last 90 days, the stock has fallen 4.1% to NT$175. The fair value is estimated to be NT$144, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 5.1%.Buy Or Sell Opportunity • Feb 03Now 21% overvaluedOver the last 90 days, the stock has fallen 8.1% to NT$170. The fair value is estimated to be NT$140, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 5.1%.New Risk • Dec 05New 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 6.4% 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: Major Risk Earnings have declined by 0.7% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.4% average weekly change).New Risk • Nov 07New major risk - Revenue and earnings growthEarnings have declined by 0.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$205, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 99% over the past three years.Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$177, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 71% over the past three years.Buy Or Sell Opportunity • Sep 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to NT$158. The fair value is estimated to be NT$131, 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 2.9%.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$2.26 (vs NT$3.42 in 2Q 2024)Second quarter 2025 results: EPS: NT$2.26 (down from NT$3.42 in 2Q 2024). Revenue: NT$2.06b (up 5.4% from 2Q 2024). Net income: NT$289.8m (down 34% from 2Q 2024). Profit margin: 14% (down from 22% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.Buy Or Sell Opportunity • May 08Now 23% overvaluedOver the last 90 days, the stock has fallen 20% to NT$130. The fair value is estimated to be NT$106, however this is not to be taken as a sell recommendation but rather should be used as a guide only.공시 • Apr 30Thinking Electronic Industrial Co., Ltd. to Report Q1, 2025 Results on May 07, 2025Thinking Electronic Industrial Co., Ltd. announced that they will report Q1, 2025 results on May 07, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$121, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Negligible returns to shareholders over past three years.공시 • Feb 21Thinking Electronic Industrial Co., Ltd., Annual General Meeting, Jun 17, 2025Thinking Electronic Industrial Co., Ltd., Annual General Meeting, Jun 17, 2025, at 09:00 Taipei Standard Time. Location: no,600-7, chia ch`ang rd., nanzih district, kaohsiung city Taiwan공시 • Feb 13Thinking Electronic Industrial Co., Ltd. to Report Fiscal Year 2024 Results on Feb 20, 2025Thinking Electronic Industrial Co., Ltd. announced that they will report fiscal year 2024 results on Feb 20, 2025Reported Earnings • Nov 15Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: NT$2.96 (up from NT$2.60 in 3Q 2023). Revenue: NT$1.98b (up 12% from 3Q 2023). Net income: NT$378.6m (up 14% from 3Q 2023). Profit margin: 19% (in line with 3Q 2023). Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 8.4%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 5% per year.공시 • Nov 02Thinking Electronic Industrial Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024Thinking Electronic Industrial Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024분석 기사 • Aug 25Thinking Electronic Industrial (TWSE:2428) Is Paying Out Less In Dividends Than Last YearThinking Electronic Industrial Co., Ltd. ( TWSE:2428 ) has announced that on 20th of September, it will be paying a...분석 기사 • Aug 11Thinking Electronic Industrial (TWSE:2428) Has Announced That Its Dividend Will Be Reduced To NT$5.20Thinking Electronic Industrial Co., Ltd. ( TWSE:2428 ) is reducing its dividend from last year's comparable payment to...Reported Earnings • Aug 10Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: NT$3.42 (up from NT$2.43 in 2Q 2023). Revenue: NT$1.95b (up 7.3% from 2Q 2023). Net income: NT$437.6m (up 41% from 2Q 2023). Profit margin: 22% (up from 17% in 2Q 2023). Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) also surpassed analyst estimates by 32%. 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 fallen by 10% per year whereas the company’s share price has fallen by 8% per year.Declared Dividend • Aug 10Dividend reduced to NT$5.20Dividend of NT$5.20 is 3.7% lower than last year. Ex-date: 26th August 2024 Payment date: 20th September 2024 Dividend yield will be 3.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.7% over the next year, which should provide support to the dividend and adequate earnings cover.분석 기사 • Aug 09There Is A Reason Thinking Electronic Industrial Co., Ltd.'s (TWSE:2428) Price Is UndemandingThinking Electronic Industrial Co., Ltd.'s ( TWSE:2428 ) price-to-earnings (or "P/E") ratio of 14.6x might make it look...Buy Or Sell Opportunity • Aug 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to NT$147. The fair value is estimated to be NT$184, 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 declined by 11%. Revenue is forecast to grow by 11% in a year. Earnings are forecast to grow by 4.8% in the next year.공시 • Aug 01Thinking Electronic Industrial Co., Ltd. to Report Q2, 2024 Results on Aug 08, 2024Thinking Electronic Industrial Co., Ltd. announced that they will report Q2, 2024 results on Aug 08, 2024분석 기사 • Jul 23There Are Reasons To Feel Uneasy About Thinking Electronic Industrial's (TWSE:2428) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Reported Earnings • May 09First quarter 2024 earnings released: EPS: NT$2.60 (vs NT$2.34 in 1Q 2023)First quarter 2024 results: EPS: NT$2.60 (up from NT$2.34 in 1Q 2023). Revenue: NT$1.56b (down 9.2% from 1Q 2023). Net income: NT$329.7m (up 10.0% from 1Q 2023). Profit margin: 21% (up from 17% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.분석 기사 • May 08Thinking Electronic Industrial (TWSE:2428) Could Easily Take On More DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...공시 • May 01Thinking Electronic Industrial Co., Ltd. to Report Q1, 2024 Results on May 07, 2024Thinking Electronic Industrial Co., Ltd. announced that they will report Q1, 2024 results on May 07, 2024Reported Earnings • Mar 03Full year 2023 earnings released: EPS: NT$10.21 (vs NT$10.72 in FY 2022)Full year 2023 results: EPS: NT$10.21 (down from NT$10.72 in FY 2022). Revenue: NT$7.08b (down 5.2% from FY 2022). Net income: NT$1.31b (down 4.8% from FY 2022). Profit margin: 19% (in line with FY 2022). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.공시 • Feb 27Thinking Electronic Industrial Co., Ltd., Annual General Meeting, Jun 18, 2024Thinking Electronic Industrial Co., Ltd., Annual General Meeting, Jun 18, 2024. Agenda: To consider 2023 business report; to consider Audit Committee's review of the 2023 annual final accounting books and statements; to consider Report on 2023 employees' and directors' remuneration; to consider acknowledgment of the 2023 business report and financial statements; and to consider acknowledgment of the 2023 Earnings Distribution.Reported Earnings • Nov 09Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: NT$2.60 (down from NT$3.13 in 3Q 2022). Revenue: NT$1.76b (down 6.6% from 3Q 2022). Net income: NT$333.0m (down 17% from 3Q 2022). Profit margin: 19% (down from 21% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 21%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공시 • Nov 09Thinking Electronic Industrial Co., Ltd. Announces Change of PresidentThinking Electronic Industrial Co., Ltd. announced the Change to the president of the company. Name of the previous position holder: Chung, Shih-Ying; Resume of the previous position holder: president of the company. Name of the new position holder: Ho, Yi-Sheng; Resume of the new position holder: president of the company. Effective date of the new appointment: November 08, 2023.Upcoming Dividend • Aug 17Upcoming dividend of NT$5.40 per share at 3.4% yieldEligible shareholders must have bought the stock before 24 August 2023. Payment date: 22 September 2023. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (5.7%). Lower than average of industry peers (4.2%).Reported Earnings • Aug 10Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: NT$2.43 (down from NT$3.18 in 2Q 2022). Revenue: NT$1.82b (down 4.4% from 2Q 2022). Net income: NT$311.5m (down 24% from 2Q 2022). Profit margin: 17% (down from 21% in 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.2%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.공시 • Jun 14+ 2 more updatesThinking Electronic Industrial Co., Ltd. Approves the Election of Chou Pao-Heng as Independent DirectorThinking Electronic Industrial Co., Ltd. announced that at its regular shareholders meeting held on June 13, 2023 approved the election of Chou Pao-Heng as independent director.Reported Earnings • Mar 26Full year 2022 earnings released: EPS: NT$10.72 (vs NT$12.31 in FY 2021)Full year 2022 results: EPS: NT$10.72 (down from NT$12.31 in FY 2021). Revenue: NT$7.46b (flat on FY 2021). Net income: NT$1.37b (down 13% from FY 2021). Profit margin: 18% (down from 21% in FY 2021). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Nov 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be NT$149, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 15%.Board Change • Nov 16Less 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. 5 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Cheng-Nan Huang was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$101, the stock trades at a trailing P/E ratio of 8.4x. Average forward P/E is 9x in the Electronic industry in Taiwan. Total returns to shareholders of 37% over the past three years.Upcoming Dividend • Aug 17Upcoming dividend of NT$6.30 per shareEligible shareholders must have bought the stock before 24 August 2022. Payment date: 16 September 2022. Payout ratio is a comfortable 52% and the cash payout ratio is 97%. Trailing yield: 4.4%. Lower than top quartile of Taiwanese dividend payers (6.5%). In line with average of industry peers (4.4%).Reported Earnings • Aug 13Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: NT$3.18 (down from NT$3.39 in 2Q 2021). Revenue: NT$1.90b (down 3.1% from 2Q 2021). Net income: NT$407.5m (down 6.3% from 2Q 2021). Profit margin: 21% (in line with 2Q 2021). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 8.6%. 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 22% per year.Reported Earnings • May 13First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$3.10 (down from NT$3.18 in 1Q 2021). Revenue: NT$1.80b (up 2.3% from 1Q 2021). Net income: NT$397.0m (down 2.5% from 1Q 2021). Profit margin: 22% (down from 23% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 5.1%. 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 18% per year.Board Change • Apr 27Less 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. 5 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Cheng-Nan Huang was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Mar 23Thinking Electronic Industrial Co., Ltd., Annual General Meeting, Jun 16, 2022Thinking Electronic Industrial Co., Ltd., Annual General Meeting, Jun 16, 2022.Valuation Update With 7 Day Price Move • Nov 26Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to NT$154, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 109% over the past three years.Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS NT$2.94 (vs NT$3.27 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$1.92b (up 18% from 3Q 2020). Net income: NT$377.0m (down 10% from 3Q 2020). Profit margin: 20% (down from 26% 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 19% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Oct 05Price target decreased to NT$180Down from NT$221, the current price target is an average from 2 analysts. New target price is 13% above last closing price of NT$160. Stock is up 56% over the past year.Upcoming Dividend • Aug 19Upcoming dividend of NT$5.50 per shareEligible shareholders must have bought the stock before 26 August 2021. Payment date: 17 September 2021. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.2%). In line with average of industry peers (3.2%).Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$3.39 (vs NT$2.64 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: NT$1.96b (up 31% from 2Q 2020). Net income: NT$434.8m (up 29% from 2Q 2020). Profit margin: 22% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$219, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Electronic industry in Taiwan. Total returns to shareholders of 180% over the past three years.Reported Earnings • May 13First quarter 2021 earnings released: EPS NT$3.18 (vs NT$1.56 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$1.76b (up 61% from 1Q 2020). Net income: NT$407.1m (up 104% from 1Q 2020). Profit margin: 23% (up from 18% 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 14% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Apr 16Thinking Electronic Industrial (TPE:2428) Is Achieving High Returns On Its CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Reported Earnings • Mar 23Full year 2020 earnings released: EPS NT$10.81 (vs NT$8.71 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$5.92b (up 1.8% from FY 2019). Net income: NT$1.39b (up 24% from FY 2019). Profit margin: 23% (up from 19% in FY 2019). The increase in margin was primarily driven by lower expenses. 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 32% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Mar 21Is Now An Opportune Moment To Examine Thinking Electronic Industrial Co., Ltd. (TPE:2428)?Thinking Electronic Industrial Co., Ltd. ( TPE:2428 ), is not the largest company out there, but it saw a significant...분석 기사 • Mar 07Thinking Electronic Industrial Co., Ltd.'s (TPE:2428) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Thinking Electronic Industrial's (TPE:2428) stock is up by a considerable 34% over the past three months. Since the...분석 기사 • Feb 19Is Thinking Electronic Industrial Co., Ltd. (TPE:2428) A Smart Pick For Income Investors?Is Thinking Electronic Industrial Co., Ltd. ( TPE:2428 ) a good dividend stock? How can we tell? Dividend paying...Is New 90 Day High Low • Feb 17New 90-day high: NT$202The company is up 44% from its price of NT$140 on 19 November 2020. The Taiwanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 20% over the same period.분석 기사 • Feb 04Thinking Electronic Industrial (TPE:2428) Has Rewarded Shareholders With An Exceptional 346% Total Return On Their InvestmentWhen you buy a stock there is always a possibility that it could drop 100%. But on the bright side, you can make far...분석 기사 • Jan 20Thinking Electronic Industrial (TPE:2428) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$193, the stock is trading at a trailing P/E ratio of 19.8x, up from the previous P/E ratio of 17x. This compares to an average P/E of 18x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 155%.분석 기사 • Jan 05Thinking Electronic Industrial (TPE:2428) Is Very Good At Capital AllocationIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Is New 90 Day High Low • Dec 29New 90-day high: NT$161The company is up 62% from its price of NT$99.10 on 30 September 2020. The Taiwanese market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 18% over the same period.분석 기사 • Dec 21What You Need To Know About Thinking Electronic Industrial Co., Ltd.'s (TPE:2428) Investor CompositionEvery investor in Thinking Electronic Industrial Co., Ltd. ( TPE:2428 ) should be aware of the most powerful...Is New 90 Day High Low • Dec 09New 90-day high: NT$160The company is up 53% from its price of NT$104 on 10 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 12% over the same period.분석 기사 • Dec 06Is Thinking Electronic Industrial Co., Ltd.'s (TPE:2428) Latest Stock Performance A Reflection Of Its Financial Health?Thinking Electronic Industrial (TPE:2428) has had a great run on the share market with its stock up by a significant...분석 기사 • Nov 20Thinking Electronic Industrial Co., Ltd. (TPE:2428) Vies For A Place In Your Dividend Portfolio: Here's WhyIs Thinking Electronic Industrial Co., Ltd. (TPE:2428) a good dividend stock? How can we tell? Dividend paying...Valuation Update With 7 Day Price Move • Nov 16Market bids up stock over the past weekAfter last week's 20% share price gain to NT$141, 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 16x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 74%.Is New 90 Day High Low • Nov 11New 90-day high: NT$130The company is up 27% from its price of NT$102 on 13 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period.Reported Earnings • Nov 10Third quarter 2020 earnings released: EPS NT$3.27The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$1.62b (up 11% from 3Q 2019). Net income: NT$419.1m (up 28% from 3Q 2019). Profit margin: 26% (up from 22% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 10% per year.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 2428 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.배당금 증가: 2428 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Thinking Electronic Industrial 배당 수익률 vs 시장2428의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (2428)2.6%시장 하위 25% (TW)1.5%시장 상위 25% (TW)5.1%업계 평균 (Electronic)1.5%분석가 예측 (2428) (최대 3년)n/a주목할만한 배당금: 2428 의 배당금( 2.57% )은 TW 시장에서 배당금 지급자의 하위 25%( 1.48% )보다 높습니다.고배당: 2428 의 배당금( 2.57% )은 TW 시장에서 배당금 지급자의 상위 25%( 5.06% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 48.6% )로 2428 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적인 현금 지급 비율 ( 59.1% )로 2428 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 10:39종가2026/05/21 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 소스Thinking Electronic Industrial Co., Ltd.는 4명의 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 CorporationAlice SuMasterlink Securities Investment AdvisoryJazz LinSinoPac Securities Investment Service1명의 분석가 더 보기
분석 기사 • Aug 25Thinking Electronic Industrial (TWSE:2428) Is Paying Out Less In Dividends Than Last YearThinking Electronic Industrial Co., Ltd. ( TWSE:2428 ) has announced that on 20th of September, it will be paying a...
분석 기사 • Aug 11Thinking Electronic Industrial (TWSE:2428) Has Announced That Its Dividend Will Be Reduced To NT$5.20Thinking Electronic Industrial Co., Ltd. ( TWSE:2428 ) is reducing its dividend from last year's comparable payment to...
Declared Dividend • Aug 10Dividend reduced to NT$5.20Dividend of NT$5.20 is 3.7% lower than last year. Ex-date: 26th August 2024 Payment date: 20th September 2024 Dividend yield will be 3.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.7% over the next year, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Aug 17Upcoming dividend of NT$5.40 per share at 3.4% yieldEligible shareholders must have bought the stock before 24 August 2023. Payment date: 22 September 2023. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (5.7%). Lower than average of industry peers (4.2%).
Upcoming Dividend • Aug 17Upcoming dividend of NT$6.30 per shareEligible shareholders must have bought the stock before 24 August 2022. Payment date: 16 September 2022. Payout ratio is a comfortable 52% and the cash payout ratio is 97%. Trailing yield: 4.4%. Lower than top quartile of Taiwanese dividend payers (6.5%). In line with average of industry peers (4.4%).
Upcoming Dividend • Aug 19Upcoming dividend of NT$5.50 per shareEligible shareholders must have bought the stock before 26 August 2021. Payment date: 17 September 2021. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.2%). In line with average of industry peers (3.2%).
Reported Earnings • May 08First quarter 2026 earnings released: EPS: NT$2.00 (vs NT$2.97 in 1Q 2025)First quarter 2026 results: EPS: NT$2.00 (down from NT$2.97 in 1Q 2025). Revenue: NT$2.05b (up 8.3% from 1Q 2025). Net income: NT$283.0m (down 26% from 1Q 2025). Profit margin: 14% (down from 20% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 8% per year.
Buy Or Sell Opportunity • May 05Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 8.5% to NT$186. The fair value is estimated to be NT$153, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Earnings per share has grown by 7.9%.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$177, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 27x in the Electronic industry in Taiwan. Total returns to shareholders of 21% over the past three years.
Reported Earnings • Mar 08Full year 2025 earnings released: EPS: NT$11.76 (vs NT$12.10 in FY 2024)Full year 2025 results: EPS: NT$11.76 (down from NT$12.10 in FY 2024). Revenue: NT$8.03b (up 6.8% from FY 2024). Net income: NT$1.51b (down 2.9% from FY 2024). Profit margin: 19% (down from 21% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 7% per year.
공시 • Mar 06Thinking Electronic Industrial Co., Ltd., Annual General Meeting, May 26, 2026Thinking Electronic Industrial Co., Ltd., Annual General Meeting, May 26, 2026, at 09:00 Taipei Standard Time. Location: no,600-7, chia ch`ang rd., nanzih district, kaohsiung city Taiwan
Buy Or Sell Opportunity • Mar 05Now 21% overvaluedOver the last 90 days, the stock has fallen 4.1% to NT$175. The fair value is estimated to be NT$144, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 5.1%.
Buy Or Sell Opportunity • Feb 03Now 21% overvaluedOver the last 90 days, the stock has fallen 8.1% to NT$170. The fair value is estimated to be NT$140, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 5.1%.
New Risk • Dec 05New 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 6.4% 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: Major Risk Earnings have declined by 0.7% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.4% average weekly change).
New Risk • Nov 07New major risk - Revenue and earnings growthEarnings have declined by 0.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$205, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 99% over the past three years.
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$177, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 71% over the past three years.
Buy Or Sell Opportunity • Sep 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to NT$158. The fair value is estimated to be NT$131, 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 2.9%.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$2.26 (vs NT$3.42 in 2Q 2024)Second quarter 2025 results: EPS: NT$2.26 (down from NT$3.42 in 2Q 2024). Revenue: NT$2.06b (up 5.4% from 2Q 2024). Net income: NT$289.8m (down 34% from 2Q 2024). Profit margin: 14% (down from 22% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.
Buy Or Sell Opportunity • May 08Now 23% overvaluedOver the last 90 days, the stock has fallen 20% to NT$130. The fair value is estimated to be NT$106, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
공시 • Apr 30Thinking Electronic Industrial Co., Ltd. to Report Q1, 2025 Results on May 07, 2025Thinking Electronic Industrial Co., Ltd. announced that they will report Q1, 2025 results on May 07, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$121, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Negligible returns to shareholders over past three years.
공시 • Feb 21Thinking Electronic Industrial Co., Ltd., Annual General Meeting, Jun 17, 2025Thinking Electronic Industrial Co., Ltd., Annual General Meeting, Jun 17, 2025, at 09:00 Taipei Standard Time. Location: no,600-7, chia ch`ang rd., nanzih district, kaohsiung city Taiwan
공시 • Feb 13Thinking Electronic Industrial Co., Ltd. to Report Fiscal Year 2024 Results on Feb 20, 2025Thinking Electronic Industrial Co., Ltd. announced that they will report fiscal year 2024 results on Feb 20, 2025
Reported Earnings • Nov 15Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: NT$2.96 (up from NT$2.60 in 3Q 2023). Revenue: NT$1.98b (up 12% from 3Q 2023). Net income: NT$378.6m (up 14% from 3Q 2023). Profit margin: 19% (in line with 3Q 2023). Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 8.4%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 5% per year.
공시 • Nov 02Thinking Electronic Industrial Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024Thinking Electronic Industrial Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024
분석 기사 • Aug 25Thinking Electronic Industrial (TWSE:2428) Is Paying Out Less In Dividends Than Last YearThinking Electronic Industrial Co., Ltd. ( TWSE:2428 ) has announced that on 20th of September, it will be paying a...
분석 기사 • Aug 11Thinking Electronic Industrial (TWSE:2428) Has Announced That Its Dividend Will Be Reduced To NT$5.20Thinking Electronic Industrial Co., Ltd. ( TWSE:2428 ) is reducing its dividend from last year's comparable payment to...
Reported Earnings • Aug 10Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: NT$3.42 (up from NT$2.43 in 2Q 2023). Revenue: NT$1.95b (up 7.3% from 2Q 2023). Net income: NT$437.6m (up 41% from 2Q 2023). Profit margin: 22% (up from 17% in 2Q 2023). Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) also surpassed analyst estimates by 32%. 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 fallen by 10% per year whereas the company’s share price has fallen by 8% per year.
Declared Dividend • Aug 10Dividend reduced to NT$5.20Dividend of NT$5.20 is 3.7% lower than last year. Ex-date: 26th August 2024 Payment date: 20th September 2024 Dividend yield will be 3.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.7% over the next year, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Aug 09There Is A Reason Thinking Electronic Industrial Co., Ltd.'s (TWSE:2428) Price Is UndemandingThinking Electronic Industrial Co., Ltd.'s ( TWSE:2428 ) price-to-earnings (or "P/E") ratio of 14.6x might make it look...
Buy Or Sell Opportunity • Aug 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to NT$147. The fair value is estimated to be NT$184, 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 declined by 11%. Revenue is forecast to grow by 11% in a year. Earnings are forecast to grow by 4.8% in the next year.
공시 • Aug 01Thinking Electronic Industrial Co., Ltd. to Report Q2, 2024 Results on Aug 08, 2024Thinking Electronic Industrial Co., Ltd. announced that they will report Q2, 2024 results on Aug 08, 2024
분석 기사 • Jul 23There Are Reasons To Feel Uneasy About Thinking Electronic Industrial's (TWSE:2428) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Reported Earnings • May 09First quarter 2024 earnings released: EPS: NT$2.60 (vs NT$2.34 in 1Q 2023)First quarter 2024 results: EPS: NT$2.60 (up from NT$2.34 in 1Q 2023). Revenue: NT$1.56b (down 9.2% from 1Q 2023). Net income: NT$329.7m (up 10.0% from 1Q 2023). Profit margin: 21% (up from 17% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
분석 기사 • May 08Thinking Electronic Industrial (TWSE:2428) Could Easily Take On More DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
공시 • May 01Thinking Electronic Industrial Co., Ltd. to Report Q1, 2024 Results on May 07, 2024Thinking Electronic Industrial Co., Ltd. announced that they will report Q1, 2024 results on May 07, 2024
Reported Earnings • Mar 03Full year 2023 earnings released: EPS: NT$10.21 (vs NT$10.72 in FY 2022)Full year 2023 results: EPS: NT$10.21 (down from NT$10.72 in FY 2022). Revenue: NT$7.08b (down 5.2% from FY 2022). Net income: NT$1.31b (down 4.8% from FY 2022). Profit margin: 19% (in line with FY 2022). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
공시 • Feb 27Thinking Electronic Industrial Co., Ltd., Annual General Meeting, Jun 18, 2024Thinking Electronic Industrial Co., Ltd., Annual General Meeting, Jun 18, 2024. Agenda: To consider 2023 business report; to consider Audit Committee's review of the 2023 annual final accounting books and statements; to consider Report on 2023 employees' and directors' remuneration; to consider acknowledgment of the 2023 business report and financial statements; and to consider acknowledgment of the 2023 Earnings Distribution.
Reported Earnings • Nov 09Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: NT$2.60 (down from NT$3.13 in 3Q 2022). Revenue: NT$1.76b (down 6.6% from 3Q 2022). Net income: NT$333.0m (down 17% from 3Q 2022). Profit margin: 19% (down from 21% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 21%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공시 • Nov 09Thinking Electronic Industrial Co., Ltd. Announces Change of PresidentThinking Electronic Industrial Co., Ltd. announced the Change to the president of the company. Name of the previous position holder: Chung, Shih-Ying; Resume of the previous position holder: president of the company. Name of the new position holder: Ho, Yi-Sheng; Resume of the new position holder: president of the company. Effective date of the new appointment: November 08, 2023.
Upcoming Dividend • Aug 17Upcoming dividend of NT$5.40 per share at 3.4% yieldEligible shareholders must have bought the stock before 24 August 2023. Payment date: 22 September 2023. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (5.7%). Lower than average of industry peers (4.2%).
Reported Earnings • Aug 10Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: NT$2.43 (down from NT$3.18 in 2Q 2022). Revenue: NT$1.82b (down 4.4% from 2Q 2022). Net income: NT$311.5m (down 24% from 2Q 2022). Profit margin: 17% (down from 21% in 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.2%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
공시 • Jun 14+ 2 more updatesThinking Electronic Industrial Co., Ltd. Approves the Election of Chou Pao-Heng as Independent DirectorThinking Electronic Industrial Co., Ltd. announced that at its regular shareholders meeting held on June 13, 2023 approved the election of Chou Pao-Heng as independent director.
Reported Earnings • Mar 26Full year 2022 earnings released: EPS: NT$10.72 (vs NT$12.31 in FY 2021)Full year 2022 results: EPS: NT$10.72 (down from NT$12.31 in FY 2021). Revenue: NT$7.46b (flat on FY 2021). Net income: NT$1.37b (down 13% from FY 2021). Profit margin: 18% (down from 21% in FY 2021). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Nov 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be NT$149, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 15%.
Board Change • Nov 16Less 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. 5 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Cheng-Nan Huang was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$101, the stock trades at a trailing P/E ratio of 8.4x. Average forward P/E is 9x in the Electronic industry in Taiwan. Total returns to shareholders of 37% over the past three years.
Upcoming Dividend • Aug 17Upcoming dividend of NT$6.30 per shareEligible shareholders must have bought the stock before 24 August 2022. Payment date: 16 September 2022. Payout ratio is a comfortable 52% and the cash payout ratio is 97%. Trailing yield: 4.4%. Lower than top quartile of Taiwanese dividend payers (6.5%). In line with average of industry peers (4.4%).
Reported Earnings • Aug 13Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: NT$3.18 (down from NT$3.39 in 2Q 2021). Revenue: NT$1.90b (down 3.1% from 2Q 2021). Net income: NT$407.5m (down 6.3% from 2Q 2021). Profit margin: 21% (in line with 2Q 2021). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 8.6%. 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 22% per year.
Reported Earnings • May 13First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$3.10 (down from NT$3.18 in 1Q 2021). Revenue: NT$1.80b (up 2.3% from 1Q 2021). Net income: NT$397.0m (down 2.5% from 1Q 2021). Profit margin: 22% (down from 23% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 5.1%. 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 18% per year.
Board Change • Apr 27Less 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. 5 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Cheng-Nan Huang was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Mar 23Thinking Electronic Industrial Co., Ltd., Annual General Meeting, Jun 16, 2022Thinking Electronic Industrial Co., Ltd., Annual General Meeting, Jun 16, 2022.
Valuation Update With 7 Day Price Move • Nov 26Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to NT$154, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 109% over the past three years.
Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS NT$2.94 (vs NT$3.27 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$1.92b (up 18% from 3Q 2020). Net income: NT$377.0m (down 10% from 3Q 2020). Profit margin: 20% (down from 26% 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 19% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Oct 05Price target decreased to NT$180Down from NT$221, the current price target is an average from 2 analysts. New target price is 13% above last closing price of NT$160. Stock is up 56% over the past year.
Upcoming Dividend • Aug 19Upcoming dividend of NT$5.50 per shareEligible shareholders must have bought the stock before 26 August 2021. Payment date: 17 September 2021. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.2%). In line with average of industry peers (3.2%).
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$3.39 (vs NT$2.64 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: NT$1.96b (up 31% from 2Q 2020). Net income: NT$434.8m (up 29% from 2Q 2020). Profit margin: 22% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$219, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Electronic industry in Taiwan. Total returns to shareholders of 180% over the past three years.
Reported Earnings • May 13First quarter 2021 earnings released: EPS NT$3.18 (vs NT$1.56 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$1.76b (up 61% from 1Q 2020). Net income: NT$407.1m (up 104% from 1Q 2020). Profit margin: 23% (up from 18% 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 14% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Apr 16Thinking Electronic Industrial (TPE:2428) Is Achieving High Returns On Its CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Reported Earnings • Mar 23Full year 2020 earnings released: EPS NT$10.81 (vs NT$8.71 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$5.92b (up 1.8% from FY 2019). Net income: NT$1.39b (up 24% from FY 2019). Profit margin: 23% (up from 19% in FY 2019). The increase in margin was primarily driven by lower expenses. 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 32% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Mar 21Is Now An Opportune Moment To Examine Thinking Electronic Industrial Co., Ltd. (TPE:2428)?Thinking Electronic Industrial Co., Ltd. ( TPE:2428 ), is not the largest company out there, but it saw a significant...
분석 기사 • Mar 07Thinking Electronic Industrial Co., Ltd.'s (TPE:2428) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Thinking Electronic Industrial's (TPE:2428) stock is up by a considerable 34% over the past three months. Since the...
분석 기사 • Feb 19Is Thinking Electronic Industrial Co., Ltd. (TPE:2428) A Smart Pick For Income Investors?Is Thinking Electronic Industrial Co., Ltd. ( TPE:2428 ) a good dividend stock? How can we tell? Dividend paying...
Is New 90 Day High Low • Feb 17New 90-day high: NT$202The company is up 44% from its price of NT$140 on 19 November 2020. The Taiwanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 20% over the same period.
분석 기사 • Feb 04Thinking Electronic Industrial (TPE:2428) Has Rewarded Shareholders With An Exceptional 346% Total Return On Their InvestmentWhen you buy a stock there is always a possibility that it could drop 100%. But on the bright side, you can make far...
분석 기사 • Jan 20Thinking Electronic Industrial (TPE:2428) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$193, the stock is trading at a trailing P/E ratio of 19.8x, up from the previous P/E ratio of 17x. This compares to an average P/E of 18x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 155%.
분석 기사 • Jan 05Thinking Electronic Industrial (TPE:2428) Is Very Good At Capital AllocationIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Is New 90 Day High Low • Dec 29New 90-day high: NT$161The company is up 62% from its price of NT$99.10 on 30 September 2020. The Taiwanese market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 18% over the same period.
분석 기사 • Dec 21What You Need To Know About Thinking Electronic Industrial Co., Ltd.'s (TPE:2428) Investor CompositionEvery investor in Thinking Electronic Industrial Co., Ltd. ( TPE:2428 ) should be aware of the most powerful...
Is New 90 Day High Low • Dec 09New 90-day high: NT$160The company is up 53% from its price of NT$104 on 10 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 12% over the same period.
분석 기사 • Dec 06Is Thinking Electronic Industrial Co., Ltd.'s (TPE:2428) Latest Stock Performance A Reflection Of Its Financial Health?Thinking Electronic Industrial (TPE:2428) has had a great run on the share market with its stock up by a significant...
분석 기사 • Nov 20Thinking Electronic Industrial Co., Ltd. (TPE:2428) Vies For A Place In Your Dividend Portfolio: Here's WhyIs Thinking Electronic Industrial Co., Ltd. (TPE:2428) a good dividend stock? How can we tell? Dividend paying...
Valuation Update With 7 Day Price Move • Nov 16Market bids up stock over the past weekAfter last week's 20% share price gain to NT$141, 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 16x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 74%.
Is New 90 Day High Low • Nov 11New 90-day high: NT$130The company is up 27% from its price of NT$102 on 13 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period.
Reported Earnings • Nov 10Third quarter 2020 earnings released: EPS NT$3.27The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$1.62b (up 11% from 3Q 2019). Net income: NT$419.1m (up 28% from 3Q 2019). Profit margin: 26% (up from 22% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 10% per year.