View ValuationTranscend Information 향후 성장Future 기준 점검 4/6Transcend Information은 연간 수입과 매출이 각각 26.1%와 56% 증가할 것으로 예상되고 EPS는 연간 26%만큼 증가할 것으로 예상됩니다.핵심 정보26.1%이익 성장률26.00%EPS 성장률Tech 이익 성장21.5%매출 성장률56.0%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트11 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesReported Earnings • May 08First quarter 2026 earnings released: EPS: NT$18.00 (vs NT$0.87 in 1Q 2025)First quarter 2026 results: EPS: NT$18.00 (up from NT$0.87 in 1Q 2025). Revenue: NT$13.6b (up 357% from 1Q 2025). Net income: NT$8.12b (up NT$7.75b from 1Q 2025). Profit margin: 60% (up from 13% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year whereas the company’s share price has increased by 64% per year.Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$300, the stock trades at a trailing P/E ratio of 23.2x. Average trailing P/E is 24x in the Tech industry in Taiwan. Total returns to shareholders of 401% over the past three years.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$229, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 272% over the past three years.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$230, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total returns to shareholders of 282% over the past three years.Reported Earnings • Mar 05Full year 2025 earnings released: EPS: NT$12.98 (vs NT$5.39 in FY 2024)Full year 2025 results: EPS: NT$12.98 (up from NT$5.39 in FY 2024). Revenue: NT$17.1b (up 70% from FY 2024). Net income: NT$5.57b (up 141% from FY 2024). Profit margin: 33% (up from 23% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.공시 • Mar 05Transcend Information, Inc., Annual General Meeting, Jun 17, 2026Transcend Information, Inc., Annual General Meeting, Jun 17, 2026. Location: 1 floor no,70, hsing chung rd., neihu district, taipei city TaiwanValuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$219, the stock trades at a trailing P/E ratio of 34.3x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 278% over the past three years.Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$238, the stock trades at a trailing P/E ratio of 37.3x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 320% over the past three years.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 32%After last week's 32% share price gain to NT$196, the stock trades at a trailing P/E ratio of 30.7x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 254% over the past three years.Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$3.52 (vs NT$0.81 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.52 (up from NT$0.81 in 3Q 2024). Revenue: NT$4.11b (up 63% from 3Q 2024). Net income: NT$1.51b (up 334% from 3Q 2024). Profit margin: 37% (up from 14% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Nov 08New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 49% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 95% Paying a dividend despite having no free cash flows. High level of non-cash earnings (49% accrual ratio).Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$140, the stock trades at a trailing P/E ratio of 37.9x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 152% over the past three years.New Risk • Sep 30New 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 6.5% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 165% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Profit margins are more than 30% lower than last year (14% net profit margin).Buy Or Sell Opportunity • Aug 11Now 20% overvaluedOver the last 90 days, the stock has fallen 4.4% to NT$95.50. The fair value is estimated to be NT$79.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.6% over the last 3 years. Earnings per share has declined by 8.6%.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$0.98 (vs NT$1.67 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.98 (down from NT$1.67 in 2Q 2024). Revenue: NT$3.23b (up 39% from 2Q 2024). Net income: NT$420.8m (down 41% from 2Q 2024). Profit margin: 13% (down from 31% 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 9% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.New Risk • Jul 16New 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 6.3% 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. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Paying a dividend despite having no free cash flows. High level of non-cash earnings (27% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.3% average weekly change).Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$118, the stock trades at a trailing P/E ratio of 26.9x. Average trailing P/E is 20x in the Tech industry in Taiwan. Total returns to shareholders of 119% over the past three years.Buy Or Sell Opportunity • Jul 03Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.7% to NT$112. The fair value is estimated to be NT$92.87, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 7.3%.Declared Dividend • Jun 25Dividend increased to NT$6.09Dividend of NT$6.09 is 22% higher than last year. Ex-date: 8th July 2025 Payment date: 1st August 2025 Dividend yield will be 5.9%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (139% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 55% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates.공시 • Apr 30Transcend Information, Inc. to Report Q1, 2025 Results on May 08, 2025Transcend Information, Inc. announced that they will report Q1, 2025 results on May 08, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$86.60, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 18x in the Tech industry in Taiwan. Total returns to shareholders of 48% over the past three years.Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NT$5.39 (vs NT$4.63 in FY 2023)Full year 2024 results: EPS: NT$5.39 (up from NT$4.63 in FY 2023). Revenue: NT$10.1b (down 3.9% from FY 2023). Net income: NT$2.31b (up 17% from FY 2023). Profit margin: 23% (up from 19% in FY 2023). The increase in margin was driven by lower expenses. 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 10% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$104, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total returns to shareholders of 71% over the past three years.Buy Or Sell Opportunity • Mar 10Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.7% to NT$99.60. The fair value is estimated to be NT$82.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 5.5%.공시 • Mar 07+ 1 more updateTranscend Information, Inc., Annual General Meeting, Jun 20, 2025Transcend Information, Inc., Annual General Meeting, Jun 20, 2025. Location: 1 floor no,70, hsing chung rd., neihu district, taipei city Taiwan공시 • Feb 26Transcend Information, Inc. to Report Fiscal Year 2024 Results on Mar 06, 2025Transcend Information, Inc. announced that they will report fiscal year 2024 results on Mar 06, 2025New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.분석 기사 • Nov 19Solid Earnings May Not Tell The Whole Story For Transcend Information (TWSE:2451)Transcend Information, Inc.'s ( TWSE:2451 ) robust recent earnings didn't do much to move the stock. We think this is...Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: NT$0.81 (vs NT$1.93 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.81 (down from NT$1.93 in 3Q 2023). Revenue: NT$2.52b (down 7.7% from 3Q 2023). Net income: NT$347.9m (down 58% from 3Q 2023). Profit margin: 14% (down from 30% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. 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 13% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Oct 30Now 20% overvaluedOver the last 90 days, the stock has fallen 5.6% to NT$95.80. The fair value is estimated to be NT$79.55, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 3.2%.공시 • Oct 26Transcend Information, Inc. to Report Q3, 2024 Results on Nov 05, 2024Transcend Information, Inc. announced that they will report Q3, 2024 results on Nov 05, 2024분석 기사 • Oct 23Improved Earnings Required Before Transcend Information, Inc. (TWSE:2451) Shares Find Their FeetWith a price-to-earnings (or "P/E") ratio of 14.6x Transcend Information, Inc. ( TWSE:2451 ) may be sending bullish...Buy Or Sell Opportunity • Aug 13Now 21% overvaluedOver the last 90 days, the stock has fallen 7.0% to NT$95.80. The fair value is estimated to be NT$79.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 3.2%.Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: NT$1.67 (vs NT$0.93 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.67 (up from NT$0.93 in 2Q 2023). Revenue: NT$2.33b (down 5.6% from 2Q 2023). Net income: NT$715.6m (up 79% from 2Q 2023). Profit margin: 31% (up from 16% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.분석 기사 • Aug 08Transcend Information (TWSE:2451) Might Have The Makings Of A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...공시 • Jul 27Transcend Information, Inc. to Report Q2, 2024 Results on Aug 01, 2024Transcend Information, Inc. announced that they will report Q2, 2024 results on Aug 01, 2024분석 기사 • Jun 23Transcend Information (TWSE:2451) Has Announced That Its Dividend Will Be Reduced To NT$4.99Transcend Information, Inc. ( TWSE:2451 ) is reducing its dividend from last year's comparable payment to NT$4.99 on...Declared Dividend • Jun 22Dividend reduced to NT$4.99Dividend of NT$4.99 is 11% lower than last year. Ex-date: 8th July 2024 Payment date: 2nd August 2024 Dividend yield will be 3.8%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (84% earnings payout ratio) but not covered by cash flows (dividend approximately 5x free cash flows). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 5.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.분석 기사 • May 22Transcend Information, Inc. (TWSE:2451) Soars 28% But It's A Story Of Risk Vs RewardTranscend Information, Inc. ( TWSE:2451 ) shares have continued their recent momentum with a 28% gain in the last month...분석 기사 • May 21Transcend Information (TWSE:2451) Strong Profits May Be Masking Some Underlying IssuesTranscend Information, Inc.'s ( TWSE:2451 ) robust recent earnings didn't do much to move the stock. We believe that...Reported Earnings • May 11First quarter 2024 earnings released: EPS: NT$1.88 (vs NT$0.54 in 1Q 2023)First quarter 2024 results: EPS: NT$1.88 (up from NT$0.54 in 1Q 2023). Revenue: NT$2.73b (up 4.7% from 1Q 2023). Net income: NT$806.9m (up 247% from 1Q 2023). Profit margin: 30% (up from 8.9% in 1Q 2023). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.공시 • May 02Transcend Information, Inc. to Report Q1, 2024 Results on May 09, 2024Transcend Information, Inc. announced that they will report Q1, 2024 results on May 09, 2024분석 기사 • Apr 30Here's What To Make Of Transcend Information's (TWSE:2451) Decelerating Rates Of ReturnWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Reported Earnings • Mar 07Full year 2023 earnings released: EPS: NT$4.63 (vs NT$5.72 in FY 2022)Full year 2023 results: EPS: NT$4.63 (down from NT$5.72 in FY 2022). Revenue: NT$10.5b (down 13% from FY 2022). Net income: NT$1.98b (down 19% from FY 2022). Profit margin: 19% (down from 20% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Mar 05Some Shareholders Feeling Restless Over Transcend Information, Inc.'s (TWSE:2451) P/E RatioThere wouldn't be many who think Transcend Information, Inc.'s ( TWSE:2451 ) price-to-earnings (or "P/E") ratio of 24x...공시 • Mar 01+ 1 more updateTranscend Information, Inc., Annual General Meeting, Jun 21, 2024Transcend Information, Inc., Annual General Meeting, Jun 21, 2024. Location: No. 70, XingZhong Rd., NeiHu Dist., Taipei 114, Taiwan Taipei Taiwan Agenda: To discuss report the business of 2023; to discuss Audit Committee review report; to discuss report 2023 employees profit sharing bonus and directors compensation; to discuss the status of endorsements and guarantees provided by the Company; to discuss Cash distribution from 2023 Retained Earnings; and to discuss other matters.Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: NT$1.93 (vs NT$1.13 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.93 (up from NT$1.13 in 3Q 2022). Revenue: NT$2.73b (down 11% from 3Q 2022). Net income: NT$826.6m (up 71% from 3Q 2022). Profit margin: 30% (up from 16% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.New Risk • Aug 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 23% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (126% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (11% net profit margin).Reported Earnings • Aug 05Second quarter 2023 earnings released: EPS: NT$0.93 (vs NT$2.67 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.93 (down from NT$2.67 in 2Q 2022). Revenue: NT$2.47b (down 18% from 2Q 2022). Net income: NT$399.5m (down 65% from 2Q 2022). Profit margin: 16% (down from 38% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 29Upcoming dividend of NT$5.60 per share at 7.2% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 03 August 2023. Payout ratio is on the higher end at 98%, however this is supported by cash flows. Trailing yield: 7.2%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (4.0%).Reported Earnings • Mar 10Full year 2022 earnings released: EPS: NT$5.72 (vs NT$5.90 in FY 2021)Full year 2022 results: EPS: NT$5.72 (down from NT$5.90 in FY 2021). Revenue: NT$12.1b (down 15% from FY 2021). Net income: NT$2.45b (down 3.1% from FY 2021). Profit margin: 20% (up from 18% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Doris Wang was the last independent director to join the board, commencing their role in 2012. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$1.13 (vs NT$1.55 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.13 (down from NT$1.55 in 3Q 2021). Revenue: NT$3.07b (down 13% from 3Q 2021). Net income: NT$483.7m (down 27% from 3Q 2021). Profit margin: 16% (down from 19% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 08Second quarter 2022 earnings released: EPS: NT$2.67 (vs NT$1.91 in 2Q 2021)Second quarter 2022 results: EPS: NT$2.67 (up from NT$1.91 in 2Q 2021). Revenue: NT$3.01b (down 21% from 2Q 2021). Net income: NT$1.15b (up 40% from 2Q 2021). Profit margin: 38% (up from 22% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$59.50, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 12x in the Tech industry in Taiwan. Total loss to shareholders of 2.3% over the past three years.Upcoming Dividend • Jun 27Upcoming dividend of NT$6.00 per shareEligible shareholders must have bought the stock before 04 July 2022. Payment date: 29 July 2022. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 8.5%. Within top quartile of Taiwanese dividend payers (6.3%). Higher than average of industry peers (7.2%).공시 • Jun 19Transcend Information, Inc. Announces Cash Dividend, Payable on July 29, 2022Transcend Information, Inc. announced Cash dividend TWD 2,231,120,710(TWD 5.20 per share) and Cash distribution from capital surplus TWD 343,249,340(TWD 0.80 per share). Ex-rights (ex-dividend) trading date is July 4, 2022. Last date before book closure is July 5, 2022. Book closure starting date is July 6, 2022. Book closure ending date is July 10, 2022. Ex-rights (ex-dividend) record date is July 10, 2022. Payment date of cash dividend is July 29, 2022.Reported Earnings • May 08First quarter 2022 earnings released: EPS: NT$1.82 (vs NT$1.30 in 1Q 2021)First quarter 2022 results: EPS: NT$1.82 (up from NT$1.30 in 1Q 2021). Revenue: NT$3.45b (down 1.4% from 1Q 2021). Net income: NT$779.4m (up 39% from 1Q 2021). Profit margin: 23% (up from 16% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공시 • May 02Transcend Information, Inc. Announces Resignation of Wang, Jen-Ming as Sales Vice PresidentTranscend Information, Inc. announced the resignation of Wang, Jen-Ming as Sales Vice President. Effective date is April 29, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Doris Wang was the last independent director to join the board, commencing their role in 2012. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 06Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: NT$14.3b (up 25% from FY 2020). Net income: NT$2.53b (up 112% from FY 2020). Profit margin: 18% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공시 • Mar 06+ 1 more updateTranscend Information, Inc., Annual General Meeting, Jun 17, 2022Transcend Information, Inc., Annual General Meeting, Jun 17, 2022. Location: No. 70, XingZhong Rd., NeiHu Dist., Taipei 114, Taiwan Tai Pei Taiwan Agenda: To report the business of 2021;to consider Audit Committees review report ;To report 2021 employees profit sharing bonus and directors compensation; and other matters.Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$1.55 (vs NT$0.48 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$3.52b (up 27% from 3Q 2020). Net income: NT$665.7m (up 226% from 3Q 2020). Profit margin: 19% (up from 7.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Executive Departure • Aug 27R&D Vice GM and Director Tseng-Ho Li has left the companyOn the 26th of August, Tseng-Ho Li's tenure as R&D Vice GM and Director ended after 3.2 years in the role. We don't have any record of a personal shareholding under Tseng-Ho's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.00 years.Executive Departure • Aug 27Vice GM & Director Jen Ming Wang has left the companyOn the 26th of August, Jen Ming Wang's tenure as Vice GM & Director ended after 3.2 years in the role. We don't have any record of a personal shareholding under Jen Ming's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.00 years.Upcoming Dividend • Jun 29Upcoming dividend of NT$3.05 per shareEligible shareholders must have bought the stock before 05 July 2021. Payment date: 30 July 2021. Trailing yield: 3.9%. Lower than top quartile of Taiwanese dividend payers (4.9%). Lower than average of industry peers (5.0%).공시 • May 25Transcend Information, Inc. Announces Cash Dividend, Payable on July 30, 2021Transcend Information, Inc. announced a cash dividend of TWD 1,094,107,271 (TWD 2.55 per share). The ex-rights (ex-dividend) trading date is July 05, 2021, with ex-rights (ex-dividend) record date is July 11, 2021. Payment date of cash dividend is July 30, 2021.Reported Earnings • May 08First quarter 2021 earnings released: EPS NT$1.30 (vs NT$1.08 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$3.50b (up 8.6% from 1Q 2020). Net income: NT$559.4m (up 21% from 1Q 2020). Profit margin: 16% (up from 14% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% 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.Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$84.30, the stock trades at a trailing P/E ratio of 30.2x. Average trailing P/E is 18x in the Tech industry in Taiwan. Total returns to shareholders of 25% over the past three years.분석 기사 • Apr 04Transcend Information (TPE:2451) May Have Issues Allocating Its CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...분석 기사 • Mar 14Should You Buy Transcend Information, Inc. (TPE:2451) For Its Dividend?Could Transcend Information, Inc. ( TPE:2451 ) be an attractive dividend share to own for the long haul? Investors are...공시 • Mar 05Transcend Information, Inc., Annual General Meeting, Jun 17, 2021Transcend Information, Inc., Annual General Meeting, Jun 17, 2021. Location: No. 70, XingZhong Rd., NeiHu Dist., Taipei Taiwan Agenda: To report the business of 2020; to consider Audit Committee’s review report; to report 2020 employees profit sharing bonus and directors compensation; to consider the status of endorsements and guarantees provided by the Company; to consider the cash distribution from 2020 Retained Earnings; to consider the cash distribution from capital surplus; to consider the adoption of 2020 Business Report and Financial Statements; to consider the adoption of the proposal for distribution of 2020 earnings; and to consider other matters.Reported Earnings • Mar 05Full year 2020 earnings released: EPS NT$2.79 (vs NT$4.01 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$11.4b (down 15% from FY 2019). Net income: NT$1.20b (down 31% from FY 2019). Profit margin: 11% (down from 13% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% 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.분석 기사 • Feb 22If You Had Bought Transcend Information (TPE:2451) Shares Five Years Ago You'd Have A Total Return Of Negative 10.0%Ideally, your overall portfolio should beat the market average. But the main game is to find enough winners to more...분석 기사 • Feb 04Are Transcend Information's (TPE:2451) Statutory Earnings A Good Reflection Of Its Earnings Potential?Broadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...분석 기사 • Jan 18Is Transcend Information, Inc.'s (TPE:2451) Recent Performancer Underpinned By Weak Financials?It is hard to get excited after looking at Transcend Information's (TPE:2451) recent performance, when its stock has...분석 기사 • Dec 31Returns On Capital At Transcend Information (TPE:2451) Paint A Concerning PictureIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? A business...분석 기사 • Dec 13Does Transcend Information, Inc. (TPE:2451) Have A Place In Your Dividend Stock Portfolio?Today we'll take a closer look at Transcend Information, Inc. ( TPE:2451 ) from a dividend investor's perspective...분석 기사 • Nov 23What Are The Total Returns Earned By Shareholders Of Transcend Information (TPE:2451) On Their Investment?The main aim of stock picking is to find the market-beating stocks. But even the best stock picker will only win with...Is New 90 Day High Low • Nov 20New 90-day high: NT$66.00The company is up 2.0% from its price of NT$64.70 on 21 August 2020. The Taiwanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Tech industry, which is down 1.0% over the same period.Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS NT$0.48The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$2.76b (down 18% from 3Q 2019). Net income: NT$204.3m (down 62% from 3Q 2019). Profit margin: 7.4% (down from 16% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% 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.Is New 90 Day High Low • Oct 07New 90-day low: NT$62.10The company is down 9.0% from its price of NT$68.60 on 09 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is down 2.0% over the same period.Is New 90 Day High Low • Sep 18New 90-day low: NT$63.50The company is down 11% from its price of NT$71.60 on 19 June 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 4.0% over the same period.이익 및 매출 성장 예측TWSE:2451 - 애널리스트 향후 추정치 및 과거 재무 데이터 (TWD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202799,80929,139N/A40,820112/31/202685,24245,699N/A21,76213/31/202627,77113,3176,4326,454N/A12/31/202517,1255,568-2,245-2,226N/A9/30/202512,8242,749-2,834-2,824N/A6/30/202511,2331,586-138-122N/A3/31/202510,3341,881-441-377N/A12/31/202410,0842,314-1,064-988N/A9/30/202410,2722,397-1,006-923N/A6/30/202410,4822,876-242-162N/A3/31/202410,6202,559412444N/A12/31/202310,4961,9851,2901,314N/A9/30/202310,4051,5042,8132,839N/A6/30/202310,7451,1624,4884,527N/A3/31/202311,2821,9075,9595,997N/A12/31/202212,1222,4545,0725,110N/A9/30/202213,0212,8964,5954,625N/A6/30/202213,4783,0784,9714,985N/A3/31/202214,2662,7532,4262,442N/A12/31/202114,3152,5332,4302,445N/A9/30/202113,7922,3101,4161,436N/A6/30/202113,0331,849-1,379-1,357N/A3/31/202111,7251,293-1,561-1,538N/A12/31/202011,4471,198-278-248N/A9/30/202011,7571,329-714-668N/A6/30/202012,3581,660-503N/A3/31/202013,0371,8251,2311,290N/A12/31/201913,4961,729N/A1,041N/A9/30/201914,1831,724N/A4,055N/A6/30/201915,2491,677N/A4,745N/A3/31/201916,4961,971N/A5,237N/A12/31/201817,6162,082N/A4,382N/A9/30/201818,4602,287N/A3,270N/A6/30/201819,4902,509N/A2,323N/A3/31/201820,0752,560N/A2,132N/A12/31/201720,9652,656N/A3,040N/A9/30/201721,8473,081N/A3,099N/A6/30/201721,8112,845N/A3,194N/A3/31/201722,1472,833N/A2,832N/A12/31/201622,1052,883N/A2,774N/A9/30/201623,0742,671N/A3,060N/A6/30/201623,7373,282N/A4,619N/A3/31/201624,4303,009N/A4,714N/A12/31/201524,9133,222N/A3,302N/A9/30/201525,2213,441N/A3,234N/A6/30/201525,9253,321N/A2,844N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 2451 의 연간 예상 수익 증가율(26.1%)이 saving rate(1.3%)보다 높습니다.수익 vs 시장: 2451 의 연간 수익(26.1%)이 TW 시장(26.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 2451 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 2451 의 수익(연간 56%)이 TW 시장(연간 19%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 2451 의 수익(연간 56%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 2451의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/29 13:56종가2026/05/29 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 소스Transcend Information, Inc.는 11명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Sebastian HouBarclaysDong-je WooBofA Global ResearchLiyen ChenCapital Securities Corporation8명의 분석가 더 보기
Reported Earnings • May 08First quarter 2026 earnings released: EPS: NT$18.00 (vs NT$0.87 in 1Q 2025)First quarter 2026 results: EPS: NT$18.00 (up from NT$0.87 in 1Q 2025). Revenue: NT$13.6b (up 357% from 1Q 2025). Net income: NT$8.12b (up NT$7.75b from 1Q 2025). Profit margin: 60% (up from 13% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year whereas the company’s share price has increased by 64% per year.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$300, the stock trades at a trailing P/E ratio of 23.2x. Average trailing P/E is 24x in the Tech industry in Taiwan. Total returns to shareholders of 401% over the past three years.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$229, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 272% over the past three years.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$230, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total returns to shareholders of 282% over the past three years.
Reported Earnings • Mar 05Full year 2025 earnings released: EPS: NT$12.98 (vs NT$5.39 in FY 2024)Full year 2025 results: EPS: NT$12.98 (up from NT$5.39 in FY 2024). Revenue: NT$17.1b (up 70% from FY 2024). Net income: NT$5.57b (up 141% from FY 2024). Profit margin: 33% (up from 23% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Mar 05Transcend Information, Inc., Annual General Meeting, Jun 17, 2026Transcend Information, Inc., Annual General Meeting, Jun 17, 2026. Location: 1 floor no,70, hsing chung rd., neihu district, taipei city Taiwan
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$219, the stock trades at a trailing P/E ratio of 34.3x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 278% over the past three years.
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$238, the stock trades at a trailing P/E ratio of 37.3x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 320% over the past three years.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 32%After last week's 32% share price gain to NT$196, the stock trades at a trailing P/E ratio of 30.7x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 254% over the past three years.
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$3.52 (vs NT$0.81 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.52 (up from NT$0.81 in 3Q 2024). Revenue: NT$4.11b (up 63% from 3Q 2024). Net income: NT$1.51b (up 334% from 3Q 2024). Profit margin: 37% (up from 14% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Nov 08New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 49% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 95% Paying a dividend despite having no free cash flows. High level of non-cash earnings (49% accrual ratio).
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$140, the stock trades at a trailing P/E ratio of 37.9x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 152% over the past three years.
New Risk • Sep 30New 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 6.5% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 165% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Profit margins are more than 30% lower than last year (14% net profit margin).
Buy Or Sell Opportunity • Aug 11Now 20% overvaluedOver the last 90 days, the stock has fallen 4.4% to NT$95.50. The fair value is estimated to be NT$79.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.6% over the last 3 years. Earnings per share has declined by 8.6%.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$0.98 (vs NT$1.67 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.98 (down from NT$1.67 in 2Q 2024). Revenue: NT$3.23b (up 39% from 2Q 2024). Net income: NT$420.8m (down 41% from 2Q 2024). Profit margin: 13% (down from 31% 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 9% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
New Risk • Jul 16New 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 6.3% 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. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Paying a dividend despite having no free cash flows. High level of non-cash earnings (27% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.3% average weekly change).
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$118, the stock trades at a trailing P/E ratio of 26.9x. Average trailing P/E is 20x in the Tech industry in Taiwan. Total returns to shareholders of 119% over the past three years.
Buy Or Sell Opportunity • Jul 03Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.7% to NT$112. The fair value is estimated to be NT$92.87, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 7.3%.
Declared Dividend • Jun 25Dividend increased to NT$6.09Dividend of NT$6.09 is 22% higher than last year. Ex-date: 8th July 2025 Payment date: 1st August 2025 Dividend yield will be 5.9%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (139% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 55% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates.
공시 • Apr 30Transcend Information, Inc. to Report Q1, 2025 Results on May 08, 2025Transcend Information, Inc. announced that they will report Q1, 2025 results on May 08, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$86.60, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 18x in the Tech industry in Taiwan. Total returns to shareholders of 48% over the past three years.
Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NT$5.39 (vs NT$4.63 in FY 2023)Full year 2024 results: EPS: NT$5.39 (up from NT$4.63 in FY 2023). Revenue: NT$10.1b (down 3.9% from FY 2023). Net income: NT$2.31b (up 17% from FY 2023). Profit margin: 23% (up from 19% in FY 2023). The increase in margin was driven by lower expenses. 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 10% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$104, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total returns to shareholders of 71% over the past three years.
Buy Or Sell Opportunity • Mar 10Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.7% to NT$99.60. The fair value is estimated to be NT$82.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 5.5%.
공시 • Mar 07+ 1 more updateTranscend Information, Inc., Annual General Meeting, Jun 20, 2025Transcend Information, Inc., Annual General Meeting, Jun 20, 2025. Location: 1 floor no,70, hsing chung rd., neihu district, taipei city Taiwan
공시 • Feb 26Transcend Information, Inc. to Report Fiscal Year 2024 Results on Mar 06, 2025Transcend Information, Inc. announced that they will report fiscal year 2024 results on Mar 06, 2025
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
분석 기사 • Nov 19Solid Earnings May Not Tell The Whole Story For Transcend Information (TWSE:2451)Transcend Information, Inc.'s ( TWSE:2451 ) robust recent earnings didn't do much to move the stock. We think this is...
Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: NT$0.81 (vs NT$1.93 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.81 (down from NT$1.93 in 3Q 2023). Revenue: NT$2.52b (down 7.7% from 3Q 2023). Net income: NT$347.9m (down 58% from 3Q 2023). Profit margin: 14% (down from 30% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. 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 13% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Oct 30Now 20% overvaluedOver the last 90 days, the stock has fallen 5.6% to NT$95.80. The fair value is estimated to be NT$79.55, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 3.2%.
공시 • Oct 26Transcend Information, Inc. to Report Q3, 2024 Results on Nov 05, 2024Transcend Information, Inc. announced that they will report Q3, 2024 results on Nov 05, 2024
분석 기사 • Oct 23Improved Earnings Required Before Transcend Information, Inc. (TWSE:2451) Shares Find Their FeetWith a price-to-earnings (or "P/E") ratio of 14.6x Transcend Information, Inc. ( TWSE:2451 ) may be sending bullish...
Buy Or Sell Opportunity • Aug 13Now 21% overvaluedOver the last 90 days, the stock has fallen 7.0% to NT$95.80. The fair value is estimated to be NT$79.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 3.2%.
Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: NT$1.67 (vs NT$0.93 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.67 (up from NT$0.93 in 2Q 2023). Revenue: NT$2.33b (down 5.6% from 2Q 2023). Net income: NT$715.6m (up 79% from 2Q 2023). Profit margin: 31% (up from 16% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
분석 기사 • Aug 08Transcend Information (TWSE:2451) Might Have The Makings Of A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
공시 • Jul 27Transcend Information, Inc. to Report Q2, 2024 Results on Aug 01, 2024Transcend Information, Inc. announced that they will report Q2, 2024 results on Aug 01, 2024
분석 기사 • Jun 23Transcend Information (TWSE:2451) Has Announced That Its Dividend Will Be Reduced To NT$4.99Transcend Information, Inc. ( TWSE:2451 ) is reducing its dividend from last year's comparable payment to NT$4.99 on...
Declared Dividend • Jun 22Dividend reduced to NT$4.99Dividend of NT$4.99 is 11% lower than last year. Ex-date: 8th July 2024 Payment date: 2nd August 2024 Dividend yield will be 3.8%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (84% earnings payout ratio) but not covered by cash flows (dividend approximately 5x free cash flows). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 5.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
분석 기사 • May 22Transcend Information, Inc. (TWSE:2451) Soars 28% But It's A Story Of Risk Vs RewardTranscend Information, Inc. ( TWSE:2451 ) shares have continued their recent momentum with a 28% gain in the last month...
분석 기사 • May 21Transcend Information (TWSE:2451) Strong Profits May Be Masking Some Underlying IssuesTranscend Information, Inc.'s ( TWSE:2451 ) robust recent earnings didn't do much to move the stock. We believe that...
Reported Earnings • May 11First quarter 2024 earnings released: EPS: NT$1.88 (vs NT$0.54 in 1Q 2023)First quarter 2024 results: EPS: NT$1.88 (up from NT$0.54 in 1Q 2023). Revenue: NT$2.73b (up 4.7% from 1Q 2023). Net income: NT$806.9m (up 247% from 1Q 2023). Profit margin: 30% (up from 8.9% in 1Q 2023). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
공시 • May 02Transcend Information, Inc. to Report Q1, 2024 Results on May 09, 2024Transcend Information, Inc. announced that they will report Q1, 2024 results on May 09, 2024
분석 기사 • Apr 30Here's What To Make Of Transcend Information's (TWSE:2451) Decelerating Rates Of ReturnWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Reported Earnings • Mar 07Full year 2023 earnings released: EPS: NT$4.63 (vs NT$5.72 in FY 2022)Full year 2023 results: EPS: NT$4.63 (down from NT$5.72 in FY 2022). Revenue: NT$10.5b (down 13% from FY 2022). Net income: NT$1.98b (down 19% from FY 2022). Profit margin: 19% (down from 20% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Mar 05Some Shareholders Feeling Restless Over Transcend Information, Inc.'s (TWSE:2451) P/E RatioThere wouldn't be many who think Transcend Information, Inc.'s ( TWSE:2451 ) price-to-earnings (or "P/E") ratio of 24x...
공시 • Mar 01+ 1 more updateTranscend Information, Inc., Annual General Meeting, Jun 21, 2024Transcend Information, Inc., Annual General Meeting, Jun 21, 2024. Location: No. 70, XingZhong Rd., NeiHu Dist., Taipei 114, Taiwan Taipei Taiwan Agenda: To discuss report the business of 2023; to discuss Audit Committee review report; to discuss report 2023 employees profit sharing bonus and directors compensation; to discuss the status of endorsements and guarantees provided by the Company; to discuss Cash distribution from 2023 Retained Earnings; and to discuss other matters.
Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: NT$1.93 (vs NT$1.13 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.93 (up from NT$1.13 in 3Q 2022). Revenue: NT$2.73b (down 11% from 3Q 2022). Net income: NT$826.6m (up 71% from 3Q 2022). Profit margin: 30% (up from 16% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.
New Risk • Aug 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 23% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (126% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (11% net profit margin).
Reported Earnings • Aug 05Second quarter 2023 earnings released: EPS: NT$0.93 (vs NT$2.67 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.93 (down from NT$2.67 in 2Q 2022). Revenue: NT$2.47b (down 18% from 2Q 2022). Net income: NT$399.5m (down 65% from 2Q 2022). Profit margin: 16% (down from 38% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 29Upcoming dividend of NT$5.60 per share at 7.2% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 03 August 2023. Payout ratio is on the higher end at 98%, however this is supported by cash flows. Trailing yield: 7.2%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (4.0%).
Reported Earnings • Mar 10Full year 2022 earnings released: EPS: NT$5.72 (vs NT$5.90 in FY 2021)Full year 2022 results: EPS: NT$5.72 (down from NT$5.90 in FY 2021). Revenue: NT$12.1b (down 15% from FY 2021). Net income: NT$2.45b (down 3.1% from FY 2021). Profit margin: 20% (up from 18% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Doris Wang was the last independent director to join the board, commencing their role in 2012. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$1.13 (vs NT$1.55 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.13 (down from NT$1.55 in 3Q 2021). Revenue: NT$3.07b (down 13% from 3Q 2021). Net income: NT$483.7m (down 27% from 3Q 2021). Profit margin: 16% (down from 19% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 08Second quarter 2022 earnings released: EPS: NT$2.67 (vs NT$1.91 in 2Q 2021)Second quarter 2022 results: EPS: NT$2.67 (up from NT$1.91 in 2Q 2021). Revenue: NT$3.01b (down 21% from 2Q 2021). Net income: NT$1.15b (up 40% from 2Q 2021). Profit margin: 38% (up from 22% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$59.50, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 12x in the Tech industry in Taiwan. Total loss to shareholders of 2.3% over the past three years.
Upcoming Dividend • Jun 27Upcoming dividend of NT$6.00 per shareEligible shareholders must have bought the stock before 04 July 2022. Payment date: 29 July 2022. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 8.5%. Within top quartile of Taiwanese dividend payers (6.3%). Higher than average of industry peers (7.2%).
공시 • Jun 19Transcend Information, Inc. Announces Cash Dividend, Payable on July 29, 2022Transcend Information, Inc. announced Cash dividend TWD 2,231,120,710(TWD 5.20 per share) and Cash distribution from capital surplus TWD 343,249,340(TWD 0.80 per share). Ex-rights (ex-dividend) trading date is July 4, 2022. Last date before book closure is July 5, 2022. Book closure starting date is July 6, 2022. Book closure ending date is July 10, 2022. Ex-rights (ex-dividend) record date is July 10, 2022. Payment date of cash dividend is July 29, 2022.
Reported Earnings • May 08First quarter 2022 earnings released: EPS: NT$1.82 (vs NT$1.30 in 1Q 2021)First quarter 2022 results: EPS: NT$1.82 (up from NT$1.30 in 1Q 2021). Revenue: NT$3.45b (down 1.4% from 1Q 2021). Net income: NT$779.4m (up 39% from 1Q 2021). Profit margin: 23% (up from 16% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공시 • May 02Transcend Information, Inc. Announces Resignation of Wang, Jen-Ming as Sales Vice PresidentTranscend Information, Inc. announced the resignation of Wang, Jen-Ming as Sales Vice President. Effective date is April 29, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Doris Wang was the last independent director to join the board, commencing their role in 2012. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 06Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: NT$14.3b (up 25% from FY 2020). Net income: NT$2.53b (up 112% from FY 2020). Profit margin: 18% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공시 • Mar 06+ 1 more updateTranscend Information, Inc., Annual General Meeting, Jun 17, 2022Transcend Information, Inc., Annual General Meeting, Jun 17, 2022. Location: No. 70, XingZhong Rd., NeiHu Dist., Taipei 114, Taiwan Tai Pei Taiwan Agenda: To report the business of 2021;to consider Audit Committees review report ;To report 2021 employees profit sharing bonus and directors compensation; and other matters.
Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$1.55 (vs NT$0.48 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$3.52b (up 27% from 3Q 2020). Net income: NT$665.7m (up 226% from 3Q 2020). Profit margin: 19% (up from 7.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Executive Departure • Aug 27R&D Vice GM and Director Tseng-Ho Li has left the companyOn the 26th of August, Tseng-Ho Li's tenure as R&D Vice GM and Director ended after 3.2 years in the role. We don't have any record of a personal shareholding under Tseng-Ho's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.00 years.
Executive Departure • Aug 27Vice GM & Director Jen Ming Wang has left the companyOn the 26th of August, Jen Ming Wang's tenure as Vice GM & Director ended after 3.2 years in the role. We don't have any record of a personal shareholding under Jen Ming's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.00 years.
Upcoming Dividend • Jun 29Upcoming dividend of NT$3.05 per shareEligible shareholders must have bought the stock before 05 July 2021. Payment date: 30 July 2021. Trailing yield: 3.9%. Lower than top quartile of Taiwanese dividend payers (4.9%). Lower than average of industry peers (5.0%).
공시 • May 25Transcend Information, Inc. Announces Cash Dividend, Payable on July 30, 2021Transcend Information, Inc. announced a cash dividend of TWD 1,094,107,271 (TWD 2.55 per share). The ex-rights (ex-dividend) trading date is July 05, 2021, with ex-rights (ex-dividend) record date is July 11, 2021. Payment date of cash dividend is July 30, 2021.
Reported Earnings • May 08First quarter 2021 earnings released: EPS NT$1.30 (vs NT$1.08 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$3.50b (up 8.6% from 1Q 2020). Net income: NT$559.4m (up 21% from 1Q 2020). Profit margin: 16% (up from 14% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% 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.
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$84.30, the stock trades at a trailing P/E ratio of 30.2x. Average trailing P/E is 18x in the Tech industry in Taiwan. Total returns to shareholders of 25% over the past three years.
분석 기사 • Apr 04Transcend Information (TPE:2451) May Have Issues Allocating Its CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
분석 기사 • Mar 14Should You Buy Transcend Information, Inc. (TPE:2451) For Its Dividend?Could Transcend Information, Inc. ( TPE:2451 ) be an attractive dividend share to own for the long haul? Investors are...
공시 • Mar 05Transcend Information, Inc., Annual General Meeting, Jun 17, 2021Transcend Information, Inc., Annual General Meeting, Jun 17, 2021. Location: No. 70, XingZhong Rd., NeiHu Dist., Taipei Taiwan Agenda: To report the business of 2020; to consider Audit Committee’s review report; to report 2020 employees profit sharing bonus and directors compensation; to consider the status of endorsements and guarantees provided by the Company; to consider the cash distribution from 2020 Retained Earnings; to consider the cash distribution from capital surplus; to consider the adoption of 2020 Business Report and Financial Statements; to consider the adoption of the proposal for distribution of 2020 earnings; and to consider other matters.
Reported Earnings • Mar 05Full year 2020 earnings released: EPS NT$2.79 (vs NT$4.01 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$11.4b (down 15% from FY 2019). Net income: NT$1.20b (down 31% from FY 2019). Profit margin: 11% (down from 13% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% 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.
분석 기사 • Feb 22If You Had Bought Transcend Information (TPE:2451) Shares Five Years Ago You'd Have A Total Return Of Negative 10.0%Ideally, your overall portfolio should beat the market average. But the main game is to find enough winners to more...
분석 기사 • Feb 04Are Transcend Information's (TPE:2451) Statutory Earnings A Good Reflection Of Its Earnings Potential?Broadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...
분석 기사 • Jan 18Is Transcend Information, Inc.'s (TPE:2451) Recent Performancer Underpinned By Weak Financials?It is hard to get excited after looking at Transcend Information's (TPE:2451) recent performance, when its stock has...
분석 기사 • Dec 31Returns On Capital At Transcend Information (TPE:2451) Paint A Concerning PictureIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? A business...
분석 기사 • Dec 13Does Transcend Information, Inc. (TPE:2451) Have A Place In Your Dividend Stock Portfolio?Today we'll take a closer look at Transcend Information, Inc. ( TPE:2451 ) from a dividend investor's perspective...
분석 기사 • Nov 23What Are The Total Returns Earned By Shareholders Of Transcend Information (TPE:2451) On Their Investment?The main aim of stock picking is to find the market-beating stocks. But even the best stock picker will only win with...
Is New 90 Day High Low • Nov 20New 90-day high: NT$66.00The company is up 2.0% from its price of NT$64.70 on 21 August 2020. The Taiwanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Tech industry, which is down 1.0% over the same period.
Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS NT$0.48The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$2.76b (down 18% from 3Q 2019). Net income: NT$204.3m (down 62% from 3Q 2019). Profit margin: 7.4% (down from 16% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% 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.
Is New 90 Day High Low • Oct 07New 90-day low: NT$62.10The company is down 9.0% from its price of NT$68.60 on 09 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is down 2.0% over the same period.
Is New 90 Day High Low • Sep 18New 90-day low: NT$63.50The company is down 11% from its price of NT$71.60 on 19 June 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 4.0% over the same period.