View Future GrowthAsia Optical 과거 순이익 실적과거 기준 점검 2/6Asia Optical은 연평균 13.9%의 비율로 수입이 증가해 온 반면, Electronic 산업은 수입이 0.4% 증가했습니다. 매출은 연평균 7%의 비율로 증가했습니다. Asia Optical의 자기자본이익률은 13.1%이고 순이익률은 7%입니다.핵심 정보13.88%순이익 성장률13.98%주당순이익(EPS) 성장률Electronic 산업 성장률14.81%매출 성장률7.05%자기자본이익률13.09%순이익률7.04%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 06First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: NT$1.05 (up from NT$0.79 in 1Q 2025). Revenue: NT$6.21b (up 15% from 1Q 2025). Net income: NT$294.2m (up 33% from 1Q 2025). Profit margin: 4.7% (up from 4.1% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 08Full year 2025 earnings released: EPS: NT$6.60 (vs NT$5.79 in FY 2024)Full year 2025 results: EPS: NT$6.60 (up from NT$5.79 in FY 2024). Revenue: NT$26.4b (up 15% from FY 2024). Net income: NT$1.84b (up 14% from FY 2024). Profit margin: 7.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$1.86 (vs NT$2.45 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.86 (down from NT$2.45 in 3Q 2024). Revenue: NT$7.15b (up 4.8% from 3Q 2024). Net income: NT$520.4m (down 24% from 3Q 2024). Profit margin: 7.3% (down from 10.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% 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 increased by 31% per year and the company’s share price has also increased by 31% per year.Reported Earnings • Aug 11Second quarter 2025 earnings released: EPS: NT$2.86 (vs NT$1.60 in 2Q 2024)Second quarter 2025 results: EPS: NT$2.86 (up from NT$1.60 in 2Q 2024). Revenue: NT$6.91b (up 23% from 2Q 2024). Net income: NT$798.9m (up 79% from 2Q 2024). Profit margin: 12% (up from 7.9% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% 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 increased by 25% per year whereas the company’s share price has increased by 30% per year.Reported Earnings • May 07First quarter 2025 earnings released: EPS: NT$0.79 (vs NT$0.40 in 1Q 2024)First quarter 2025 results: EPS: NT$0.79 (up from NT$0.40 in 1Q 2024). Revenue: NT$5.41b (up 26% from 1Q 2024). Net income: NT$220.6m (up 99% from 1Q 2024). Profit margin: 4.1% (up from 2.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.공시 • Apr 24Asia Optical Co., Inc. to Report Q1, 2025 Results on May 02, 2025Asia Optical Co., Inc. announced that they will report Q1, 2025 results on May 02, 2025모든 업데이트 보기Recent updatesReported Earnings • May 06First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: NT$1.05 (up from NT$0.79 in 1Q 2025). Revenue: NT$6.21b (up 15% from 1Q 2025). Net income: NT$294.2m (up 33% from 1Q 2025). Profit margin: 4.7% (up from 4.1% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.New Risk • May 06New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 29% 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 Risk High level of non-cash earnings (29% accrual ratio). Minor Risk Dividend is not well covered by cash flows (152% cash payout ratio).Price Target Changed • Mar 10Price target decreased by 7.0% to NT$165Down from NT$178, the current price target is provided by 1 analyst. New target price is 31% above last closing price of NT$126. Stock is down 18% over the past year. The company posted earnings per share of NT$6.60 last year.Reported Earnings • Mar 08Full year 2025 earnings released: EPS: NT$6.60 (vs NT$5.79 in FY 2024)Full year 2025 results: EPS: NT$6.60 (up from NT$5.79 in FY 2024). Revenue: NT$26.4b (up 15% from FY 2024). Net income: NT$1.84b (up 14% from FY 2024). Profit margin: 7.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.공시 • Mar 05Asia Optical Co., Inc., Annual General Meeting, May 27, 2026Asia Optical Co., Inc., Annual General Meeting, May 27, 2026. Location: 3 floor no,1, chien kuo rd., tanzih district, taichung city TaiwanBuy Or Sell Opportunity • Jan 30Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.5% to NT$164. The fair value is estimated to be NT$136, however this is not to be taken as a sell 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 31%.Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$1.86 (vs NT$2.45 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.86 (down from NT$2.45 in 3Q 2024). Revenue: NT$7.15b (up 4.8% from 3Q 2024). Net income: NT$520.4m (down 24% from 3Q 2024). Profit margin: 7.3% (down from 10.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% 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 increased by 31% per year and the company’s share price has also increased by 31% per year.Reported Earnings • Aug 11Second quarter 2025 earnings released: EPS: NT$2.86 (vs NT$1.60 in 2Q 2024)Second quarter 2025 results: EPS: NT$2.86 (up from NT$1.60 in 2Q 2024). Revenue: NT$6.91b (up 23% from 2Q 2024). Net income: NT$798.9m (up 79% from 2Q 2024). Profit margin: 12% (up from 7.9% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% 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 increased by 25% per year whereas the company’s share price has increased by 30% per year.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$154, the stock trades at a trailing P/E ratio of 24.8x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 169% over the past three years.Upcoming Dividend • Jun 17Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 24 June 2025. Payment date: 18 July 2025. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (3.3%).Declared Dividend • May 31Dividend increased to NT$4.00Dividend of NT$4.00 is 122% higher than last year. Ex-date: 24th June 2025 Payment date: 18th July 2025 Dividend yield will be 3.0%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 19% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • May 30Asia Optical Co., Inc. Announces Cash Dividend, Payable on July 18, 2025Asia Optical Co., Inc. at the board of directors or shareholders meeting or decision by the Company on May 29, 2025, Cash Dividend: TWD 1,116,975,604 (cash dividend of TWD 4 per share). Ex-rights (ex-dividend) trading date: June 24, 2025; Ex-rights (ex-dividend) record date: June 30, 2025; Payment date of common stock cash dividend distribution: July 18, 2025.Reported Earnings • May 07First quarter 2025 earnings released: EPS: NT$0.79 (vs NT$0.40 in 1Q 2024)First quarter 2025 results: EPS: NT$0.79 (up from NT$0.40 in 1Q 2024). Revenue: NT$5.41b (up 26% from 1Q 2024). Net income: NT$220.6m (up 99% from 1Q 2024). Profit margin: 4.1% (up from 2.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.공시 • Apr 24Asia Optical Co., Inc. to Report Q1, 2025 Results on May 02, 2025Asia Optical Co., Inc. announced that they will report Q1, 2025 results on May 02, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$121, the stock trades at a trailing P/E ratio of 20.9x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 83% over the past three years.분석 기사 • Mar 31Asia Optical Co., Inc. (TWSE:3019) Shares May Have Slumped 26% But Getting In Cheap Is Still UnlikelyAsia Optical Co., Inc. ( TWSE:3019 ) shareholders won't be pleased to see that the share price has had a very rough...New Risk • Mar 28New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.6% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Mar 19Full year 2024 earnings released: EPS: NT$5.79 (vs NT$2.78 in FY 2023)Full year 2024 results: EPS: NT$5.79 (up from NT$2.78 in FY 2023). Revenue: NT$23.0b (up 29% from FY 2023). Net income: NT$1.62b (up 108% from FY 2023). Profit margin: 7.0% (up from 4.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% 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 remained flat but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$155, the stock trades at a trailing P/E ratio of 28.4x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 132% over the past three years.공시 • Mar 05Asia Optical Co., Inc., Annual General Meeting, May 29, 2025Asia Optical Co., Inc., Annual General Meeting, May 29, 2025. Location: 3 floor no,1, chien kuo rd., tanzih district, taichung city Taiwan공시 • Feb 25Asia Optical Co., Inc. to Report Q4, 2024 Results on Mar 04, 2025Asia Optical Co., Inc. announced that they will report Q4, 2024 results on Mar 04, 2025분석 기사 • Feb 13There's Reason For Concern Over Asia Optical Co., Inc.'s (TWSE:3019) Massive 26% Price JumpAsia Optical Co., Inc. ( TWSE:3019 ) shares have continued their recent momentum with a 26% gain in the last month...Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$185, the stock trades at a trailing P/E ratio of 34x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 138% over the past three years.분석 기사 • Jan 09Asia Optical (TWSE:3019) Hasn't Managed To Accelerate Its ReturnsThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...분석 기사 • Dec 19Subdued Growth No Barrier To Asia Optical Co., Inc. (TWSE:3019) With Shares Advancing 49%Asia Optical Co., Inc. ( TWSE:3019 ) shareholders would be excited to see that the share price has had a great month...New Risk • Dec 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (8.2% average weekly change).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 Share price has been volatile over the past 3 months (7.4% average weekly change).Valuation Update With 7 Day Price Move • Dec 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$128, the stock trades at a trailing P/E ratio of 23.5x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 59% over the past three years.분석 기사 • Dec 05Why Asia Optical Co., Inc. (TWSE:3019) Could Be Worth WatchingAsia Optical Co., Inc. ( TWSE:3019 ), is not the largest company out there, but it saw a decent share price growth of...분석 기사 • Nov 14Shareholders Can Be Confident That Asia Optical's (TWSE:3019) Earnings Are High QualityEven though Asia Optical Co., Inc.'s ( TWSE:3019 ) recent earnings release was robust, the market didn't seem to...Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: NT$2.46 (vs NT$0.65 in 3Q 2023)Third quarter 2024 results: EPS: NT$2.46 (up from NT$0.65 in 3Q 2023). Revenue: NT$6.83b (up 45% from 3Q 2023). Net income: NT$684.7m (up 277% from 3Q 2023). Profit margin: 10.0% (up from 3.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% 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 9% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.공시 • Oct 24Asia Optical Co., Inc. to Report Q3, 2024 Results on Nov 01, 2024Asia Optical Co., Inc. announced that they will report Q3, 2024 results on Nov 01, 2024New Risk • Sep 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 9.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Sep 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$132, the stock trades at a trailing P/E ratio of 36.2x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 97% over the past three years.분석 기사 • Aug 26There's Reason For Concern Over Asia Optical Co., Inc.'s (TWSE:3019) Massive 42% Price JumpDespite an already strong run, Asia Optical Co., Inc. ( TWSE:3019 ) shares have been powering on, with a gain of 42% in...Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$118, the stock trades at a trailing P/E ratio of 32.3x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 69% over the past three years.New Risk • Aug 13New 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 7.5% 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. This is currently the only risk that has been identified for the company.분석 기사 • Aug 09Asia Optical (TWSE:3019) May Have Issues Allocating Its CapitalTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: NT$1.59 (vs NT$1.06 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.59 (up from NT$1.06 in 2Q 2023). Revenue: NT$5.61b (up 26% from 2Q 2023). Net income: NT$446.1m (up 50% from 2Q 2023). Profit margin: 7.9% (up from 6.7% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.공시 • Jul 24Asia Optical Co., Inc. to Report Q2, 2024 Results on Aug 01, 2024Asia Optical Co., Inc. announced that they will report Q2, 2024 results on Aug 01, 2024분석 기사 • Jul 11Earnings Not Telling The Story For Asia Optical Co., Inc. (TWSE:3019) After Shares Rise 32%The Asia Optical Co., Inc. ( TWSE:3019 ) share price has done very well over the last month, posting an excellent gain...Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$79.50, the stock trades at a trailing P/E ratio of 25.6x. Average forward P/E is 18x in the Electronic industry in Taiwan. Total loss to shareholders of 1.3% over the past three years.Declared Dividend • Jun 03Dividend reduced to NT$1.80Dividend of NT$1.80 is 5.3% lower than last year. Ex-date: 20th June 2024 Payment date: 19th July 2024 Dividend yield will be 2.7%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 7 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 36% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.5% EPS decline seen over the last 5 years.공시 • Jun 01Asia Optical Co., Inc. Declares Dividend, Payable on July 19, 2024Asia Optical Co., Inc. declares dividend of TWD 1.8 per share, payable on July 19, 2024. Ex-rights (ex-dividend) trading date is June 20, 2024. Ex-rights (ex-dividend) record date is June 28, 2024.Reported Earnings • May 11First quarter 2024 earnings released: EPS: NT$0.40 (vs NT$0.073 in 1Q 2023)First quarter 2024 results: EPS: NT$0.40 (up from NT$0.073 in 1Q 2023). Revenue: NT$4.29b (up 12% from 1Q 2023). Net income: NT$110.8m (up 446% from 1Q 2023). Profit margin: 2.6% (up from 0.5% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.분석 기사 • Mar 19Asia Optical's (TWSE:3019) Soft Earnings Don't Show The Whole PictureShareholders appeared unconcerned with Asia Optical Co., Inc.'s ( TWSE:3019 ) lackluster earnings report last week. We...New Risk • Mar 13New major risk - Revenue and earnings growthEarnings have declined by 1.1% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.1% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Mar 13Full year 2023 earnings released: EPS: NT$2.78 (vs NT$3.29 in FY 2022)Full year 2023 results: EPS: NT$2.78 (down from NT$3.29 in FY 2022). Revenue: NT$17.8b (down 6.5% from FY 2022). Net income: NT$777.0m (down 16% from FY 2022). Profit margin: 4.4% (down from 4.8% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.공시 • Mar 02Asia Optical Co., Inc., Annual General Meeting, Jun 18, 2024Asia Optical Co., Inc., Annual General Meeting, Jun 18, 2024. Location: 7th Floor, Conference Room, NO. 158, Fengli Road, Tanzi District, Taichung City Taichung City Taiwan Agenda: To consider 2023 Business Report ; to Supervisors' Review Report; to Report for 2023 compensation Distribution to Employees and Directors ; to 2023 Business Report and Financial Report ; to 2023 Profit Appropriation ; and to consider other matters if any.Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: NT$0.65 (vs NT$1.62 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.65 (down from NT$1.62 in 3Q 2022). Revenue: NT$4.72b (down 7.5% from 3Q 2022). Net income: NT$181.8m (down 60% from 3Q 2022). Profit margin: 3.9% (down from 8.9% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: NT$1.07 (vs NT$1.00 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.07 (up from NT$1.00 in 2Q 2022). Revenue: NT$4.45b (down 8.7% from 2Q 2022). Net income: NT$296.7m (up 5.5% from 2Q 2022). Profit margin: 6.7% (up from 5.8% in 2Q 2022). 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 fallen by 3% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 23Upcoming dividend of NT$1.90 per share at 2.8% yieldEligible shareholders must have bought the stock before 30 June 2023. Payment date: 25 July 2023. Payout ratio is a comfortable 62% and the cash payout ratio is 76%. Trailing yield: 2.8%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.2%).공시 • Jun 14Asia Optical Co., Inc. Declares Dividend, Payable on July 25, 2023Asia Optical Co., Inc. declares dividend of TWD 1.9 per share, payable on July 25, 2023. Ex-rights (ex-dividend) trading date is June 30, 2023. Ex-rights (ex-dividend) record date is July 8, 2023.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. 8 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Deng-Ke Zhong was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: NT$1.62 (vs NT$1.31 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.62 (up from NT$1.31 in 3Q 2021). Revenue: NT$5.10b (down 5.1% from 3Q 2021). Net income: NT$454.7m (up 24% from 3Q 2021). Profit margin: 8.9% (up from 6.8% in 3Q 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 fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: NT$1.00 (vs NT$1.36 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.00 (down from NT$1.36 in 2Q 2021). Revenue: NT$4.87b (down 6.8% from 2Q 2021). Net income: NT$281.1m (down 27% from 2Q 2021). Profit margin: 5.8% (down from 7.3% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 30Upcoming dividend of NT$3.70 per shareEligible shareholders must have bought the stock before 07 July 2022. Payment date: 29 July 2022. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 6.0%. Lower than top quartile of Taiwanese dividend payers (6.4%). Higher than average of industry peers (4.6%).Reported Earnings • May 08First quarter 2022 earnings released: EPS: NT$0.28 (vs NT$1.08 in 1Q 2021)First quarter 2022 results: EPS: NT$0.28 (down from NT$1.08 in 1Q 2021). Revenue: NT$4.49b (down 5.1% from 1Q 2021). Net income: NT$77.9m (down 74% from 1Q 2021). Profit margin: 1.7% (down from 6.4% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.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. 4 non-independent directors. Independent Director Deng-Ke Zhong was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 28Full year 2021 earnings released: EPS: NT$5.34 (vs NT$1.41 in FY 2020)Full year 2021 results: EPS: NT$5.34 (up from NT$1.41 in FY 2020). Revenue: NT$21.0b (up 33% from FY 2020). Net income: NT$1.50b (up 278% from FY 2020). Profit margin: 7.2% (up from 2.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 7% per year, which means it is performing significantly worse than earnings.공시 • Jan 26Asia Optical Co., Inc. Reaches Settlement Agreement with Samsung Electronics Japan Co., Ltd. Regarding Patent Infringement Lawsuit Related CasesAsia Optical Co., Inc. announced that the company has filed a patent infringement lawsuit against Samsung Electronics Japan Co., Ltd. at the Tokyo District Court on August 3rd, 2020, and now both parties have reached a settlement agreement with confidentiality clause. The Company will withdraw its relevant claims against Samsung Electronics Japan Co., Ltd. pursuant to the settlement agreement. Other contents of settlement shall keep confidential due to both parties' confidential information.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$1.31 (vs NT$0.66 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$5.37b (up 18% from 3Q 2020). Net income: NT$367.9m (up 97% from 3Q 2020). Profit margin: 6.8% (up from 4.1% 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 10% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$1.36 (vs NT$0.59 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$5.23b (up 35% from 2Q 2020). Net income: NT$382.9m (up 129% from 2Q 2020). Profit margin: 7.3% (up from 4.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 28Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 04 August 2021. Payment date: 31 August 2021. Trailing yield: 1.2%. Lower than top quartile of Taiwanese dividend payers (4.9%). Lower than average of industry peers (3.0%).Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$92.50, the stock trades at a trailing P/E ratio of 31.9x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 9.9% over the past three years.Reported Earnings • May 07First quarter 2021 earnings released: EPS NT$1.08 (vs NT$0.41 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$4.73b (up 62% from 1Q 2020). Net income: NT$304.0m (up NT$418.4m from 1Q 2020). Profit margin: 6.4% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$77.00, the stock trades at a trailing P/E ratio of 54.5x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total loss to shareholders of 8.3% over the past three years.분석 기사 • Apr 12Should Asia Optical Co., Inc. (TPE:3019) Be Part Of Your Dividend Portfolio?Dividend paying stocks like Asia Optical Co., Inc. ( TPE:3019 ) tend to be popular with investors, and for good reason...공시 • Mar 20Asia Optical Co., Inc., Annual General Meeting, Jun 25, 2021Asia Optical Co., Inc., Annual General Meeting, Jun 25, 2021. Location: 7th Floor, Conference Room, NO.158, Fengli Road, Tanzi Dist Taichung City Taiwan Agenda: To consider 2020 business report; to supervisors' review report; to the company's accumulated loss as of 2020 was amounted to one-half of the paid-up capital; to 2020 business report and financial reports; and to 2020 loss appropriation.Reported Earnings • Mar 20Full year 2020 earnings released: EPS NT$1.41 (vs NT$3.41 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$15.8b (down 13% from FY 2019). Net income: NT$396.9m (down 59% from FY 2019). Profit margin: 2.5% (down from 5.3% 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 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.분석 기사 • Mar 07Is There More Growth In Store For Asia Optical's (TPE:3019) Returns On Capital?What are the early trends we should look for to identify a stock that could multiply in value over the long term...Is New 90 Day High Low • Feb 18New 90-day high: NT$85.50The company is up 22% from its price of NT$70.00 on 20 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Electronic industry, which is also up 22% over the same period.분석 기사 • Feb 04Did You Participate In Any Of Asia Optical's (TPE:3019) Fantastic 178% Return ?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on the bright side, you...분석 기사 • Jan 20Asia Optical Co., Inc.'s (TPE:3019) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?Asia Optical's (TPE:3019) stock is up by a considerable 10% over the past three months. We wonder if and what role the...분석 기사 • Jan 05Asia Optical Co., Inc. (TPE:3019) Is Yielding 2.6% - But Is It A Buy?Dividend paying stocks like Asia Optical Co., Inc. ( TPE:3019 ) tend to be popular with investors, and for good reason...Is New 90 Day High Low • Dec 09New 90-day high: NT$78.80The company is up 22% from its price of NT$64.40 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 06Here’s What’s Happening With Returns At Asia Optical (TPE:3019)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Is New 90 Day High Low • Nov 17New 90-day high: NT$69.40The company is up 1.0% from its price of NT$68.50 on 19 August 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electronic industry, which is down 1.0% over the same period.Reported Earnings • Nov 06Third quarter 2020 earnings released: EPS NT$0.66The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$4.56b (down 8.3% from 3Q 2019). Net income: NT$186.7m (down 52% from 3Q 2019). Profit margin: 4.1% (down from 7.8% 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 2% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Sep 25New 90-day low: NT$62.20The company is down 11% from its price of NT$70.20 on 24 June 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 3.0% over the same period.매출 및 비용 세부 내역Asia Optical가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TWSE:3019 매출, 비용 및 순이익 (TWD Millions)날짜매출순이익일반관리비연구개발비31 Mar 2627,2461,9171,73194231 Dec 2526,4461,8431,76393930 Sep 2525,7861,9141,74592730 Jun 2525,4622,0781,73994831 Mar 2524,1681,7261,67791331 Dec 2423,0471,6161,61889930 Sep 2421,5581,5201,56890230 Jun 2419,4461,0171,48282431 Mar 2418,2838681,45482131 Dec 2317,8307771,45182030 Sep 2317,6176091,47380230 Jun 2318,0018821,54383831 Mar 2318,4248671,55983631 Dec 2219,0779241,57685030 Sep 2220,1101,2601,61885230 Jun 2220,3831,1731,55784031 Mar 2220,7371,2751,49785031 Dec 2120,9771,5011,46083130 Sep 2119,7231,2121,35380330 Jun 2118,9121,0311,37876731 Mar 2117,5658151,33774131 Dec 2015,7603971,30473530 Sep 2015,3343061,34074730 Jun 2015,7445081,35472631 Mar 2016,9337441,41974131 Dec 1918,1189591,45073930 Sep 1918,9611,1871,45375530 Jun 1919,1181,2121,44377431 Mar 1919,1171,1011,45176431 Dec 1819,0831,0931,44176130 Sep 1818,9208831,40174030 Jun 1818,8857781,39872531 Mar 1818,9976821,37874831 Dec 1718,6876201,44174130 Sep 1718,3955761,46471230 Jun 1718,5524261,42074431 Mar 1718,1653451,55568631 Dec 1617,9383371,53167930 Sep 1618,0272131,56469230 Jun 1617,9082351,72365231 Mar 1617,7971781,61564831 Dec 1518,2611041,61064030 Sep 1518,163111,67165030 Jun 1517,850-1691,588689양질의 수익: 3019의 비현금 수익 수준이 높습니다.이익 마진 증가: 3019의 현재 순 이익률 (7%)은 지난해 (7.1%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 3019의 수익은 지난 5년 동안 연평균 13.9% 증가했습니다.성장 가속화: 지난 1년간 3019 의 수익 증가율(11.1%)은 5년 평균(연간 13.9%)보다 낮습니다.수익 대 산업: 3019의 지난 1년 수익 증가율(11.1%)은 Electronic 업계의 -4%를 상회했습니다.자기자본이익률높은 ROE: 3019의 자본 수익률(13.1%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTech 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 10:07종가2026/05/22 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 소스Asia Optical Co., Inc.는 5명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yiho LiuCapital Securities CorporationKylie HuangMacquarie ResearchJunzhe HungMasterlink Securities Investment Advisory2명의 분석가 더 보기
Reported Earnings • May 06First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: NT$1.05 (up from NT$0.79 in 1Q 2025). Revenue: NT$6.21b (up 15% from 1Q 2025). Net income: NT$294.2m (up 33% from 1Q 2025). Profit margin: 4.7% (up from 4.1% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 08Full year 2025 earnings released: EPS: NT$6.60 (vs NT$5.79 in FY 2024)Full year 2025 results: EPS: NT$6.60 (up from NT$5.79 in FY 2024). Revenue: NT$26.4b (up 15% from FY 2024). Net income: NT$1.84b (up 14% from FY 2024). Profit margin: 7.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$1.86 (vs NT$2.45 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.86 (down from NT$2.45 in 3Q 2024). Revenue: NT$7.15b (up 4.8% from 3Q 2024). Net income: NT$520.4m (down 24% from 3Q 2024). Profit margin: 7.3% (down from 10.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% 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 increased by 31% per year and the company’s share price has also increased by 31% per year.
Reported Earnings • Aug 11Second quarter 2025 earnings released: EPS: NT$2.86 (vs NT$1.60 in 2Q 2024)Second quarter 2025 results: EPS: NT$2.86 (up from NT$1.60 in 2Q 2024). Revenue: NT$6.91b (up 23% from 2Q 2024). Net income: NT$798.9m (up 79% from 2Q 2024). Profit margin: 12% (up from 7.9% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% 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 increased by 25% per year whereas the company’s share price has increased by 30% per year.
Reported Earnings • May 07First quarter 2025 earnings released: EPS: NT$0.79 (vs NT$0.40 in 1Q 2024)First quarter 2025 results: EPS: NT$0.79 (up from NT$0.40 in 1Q 2024). Revenue: NT$5.41b (up 26% from 1Q 2024). Net income: NT$220.6m (up 99% from 1Q 2024). Profit margin: 4.1% (up from 2.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Apr 24Asia Optical Co., Inc. to Report Q1, 2025 Results on May 02, 2025Asia Optical Co., Inc. announced that they will report Q1, 2025 results on May 02, 2025
Reported Earnings • May 06First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: NT$1.05 (up from NT$0.79 in 1Q 2025). Revenue: NT$6.21b (up 15% from 1Q 2025). Net income: NT$294.2m (up 33% from 1Q 2025). Profit margin: 4.7% (up from 4.1% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
New Risk • May 06New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 29% 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 Risk High level of non-cash earnings (29% accrual ratio). Minor Risk Dividend is not well covered by cash flows (152% cash payout ratio).
Price Target Changed • Mar 10Price target decreased by 7.0% to NT$165Down from NT$178, the current price target is provided by 1 analyst. New target price is 31% above last closing price of NT$126. Stock is down 18% over the past year. The company posted earnings per share of NT$6.60 last year.
Reported Earnings • Mar 08Full year 2025 earnings released: EPS: NT$6.60 (vs NT$5.79 in FY 2024)Full year 2025 results: EPS: NT$6.60 (up from NT$5.79 in FY 2024). Revenue: NT$26.4b (up 15% from FY 2024). Net income: NT$1.84b (up 14% from FY 2024). Profit margin: 7.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
공시 • Mar 05Asia Optical Co., Inc., Annual General Meeting, May 27, 2026Asia Optical Co., Inc., Annual General Meeting, May 27, 2026. Location: 3 floor no,1, chien kuo rd., tanzih district, taichung city Taiwan
Buy Or Sell Opportunity • Jan 30Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.5% to NT$164. The fair value is estimated to be NT$136, however this is not to be taken as a sell 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 31%.
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$1.86 (vs NT$2.45 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.86 (down from NT$2.45 in 3Q 2024). Revenue: NT$7.15b (up 4.8% from 3Q 2024). Net income: NT$520.4m (down 24% from 3Q 2024). Profit margin: 7.3% (down from 10.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% 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 increased by 31% per year and the company’s share price has also increased by 31% per year.
Reported Earnings • Aug 11Second quarter 2025 earnings released: EPS: NT$2.86 (vs NT$1.60 in 2Q 2024)Second quarter 2025 results: EPS: NT$2.86 (up from NT$1.60 in 2Q 2024). Revenue: NT$6.91b (up 23% from 2Q 2024). Net income: NT$798.9m (up 79% from 2Q 2024). Profit margin: 12% (up from 7.9% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% 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 increased by 25% per year whereas the company’s share price has increased by 30% per year.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$154, the stock trades at a trailing P/E ratio of 24.8x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 169% over the past three years.
Upcoming Dividend • Jun 17Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 24 June 2025. Payment date: 18 July 2025. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (3.3%).
Declared Dividend • May 31Dividend increased to NT$4.00Dividend of NT$4.00 is 122% higher than last year. Ex-date: 24th June 2025 Payment date: 18th July 2025 Dividend yield will be 3.0%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 19% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • May 30Asia Optical Co., Inc. Announces Cash Dividend, Payable on July 18, 2025Asia Optical Co., Inc. at the board of directors or shareholders meeting or decision by the Company on May 29, 2025, Cash Dividend: TWD 1,116,975,604 (cash dividend of TWD 4 per share). Ex-rights (ex-dividend) trading date: June 24, 2025; Ex-rights (ex-dividend) record date: June 30, 2025; Payment date of common stock cash dividend distribution: July 18, 2025.
Reported Earnings • May 07First quarter 2025 earnings released: EPS: NT$0.79 (vs NT$0.40 in 1Q 2024)First quarter 2025 results: EPS: NT$0.79 (up from NT$0.40 in 1Q 2024). Revenue: NT$5.41b (up 26% from 1Q 2024). Net income: NT$220.6m (up 99% from 1Q 2024). Profit margin: 4.1% (up from 2.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Apr 24Asia Optical Co., Inc. to Report Q1, 2025 Results on May 02, 2025Asia Optical Co., Inc. announced that they will report Q1, 2025 results on May 02, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$121, the stock trades at a trailing P/E ratio of 20.9x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 83% over the past three years.
분석 기사 • Mar 31Asia Optical Co., Inc. (TWSE:3019) Shares May Have Slumped 26% But Getting In Cheap Is Still UnlikelyAsia Optical Co., Inc. ( TWSE:3019 ) shareholders won't be pleased to see that the share price has had a very rough...
New Risk • Mar 28New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.6% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Mar 19Full year 2024 earnings released: EPS: NT$5.79 (vs NT$2.78 in FY 2023)Full year 2024 results: EPS: NT$5.79 (up from NT$2.78 in FY 2023). Revenue: NT$23.0b (up 29% from FY 2023). Net income: NT$1.62b (up 108% from FY 2023). Profit margin: 7.0% (up from 4.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% 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 remained flat but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$155, the stock trades at a trailing P/E ratio of 28.4x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 132% over the past three years.
공시 • Mar 05Asia Optical Co., Inc., Annual General Meeting, May 29, 2025Asia Optical Co., Inc., Annual General Meeting, May 29, 2025. Location: 3 floor no,1, chien kuo rd., tanzih district, taichung city Taiwan
공시 • Feb 25Asia Optical Co., Inc. to Report Q4, 2024 Results on Mar 04, 2025Asia Optical Co., Inc. announced that they will report Q4, 2024 results on Mar 04, 2025
분석 기사 • Feb 13There's Reason For Concern Over Asia Optical Co., Inc.'s (TWSE:3019) Massive 26% Price JumpAsia Optical Co., Inc. ( TWSE:3019 ) shares have continued their recent momentum with a 26% gain in the last month...
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$185, the stock trades at a trailing P/E ratio of 34x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 138% over the past three years.
분석 기사 • Jan 09Asia Optical (TWSE:3019) Hasn't Managed To Accelerate Its ReturnsThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
분석 기사 • Dec 19Subdued Growth No Barrier To Asia Optical Co., Inc. (TWSE:3019) With Shares Advancing 49%Asia Optical Co., Inc. ( TWSE:3019 ) shareholders would be excited to see that the share price has had a great month...
New Risk • Dec 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (8.2% average weekly change).
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 Share price has been volatile over the past 3 months (7.4% average weekly change).
Valuation Update With 7 Day Price Move • Dec 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$128, the stock trades at a trailing P/E ratio of 23.5x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 59% over the past three years.
분석 기사 • Dec 05Why Asia Optical Co., Inc. (TWSE:3019) Could Be Worth WatchingAsia Optical Co., Inc. ( TWSE:3019 ), is not the largest company out there, but it saw a decent share price growth of...
분석 기사 • Nov 14Shareholders Can Be Confident That Asia Optical's (TWSE:3019) Earnings Are High QualityEven though Asia Optical Co., Inc.'s ( TWSE:3019 ) recent earnings release was robust, the market didn't seem to...
Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: NT$2.46 (vs NT$0.65 in 3Q 2023)Third quarter 2024 results: EPS: NT$2.46 (up from NT$0.65 in 3Q 2023). Revenue: NT$6.83b (up 45% from 3Q 2023). Net income: NT$684.7m (up 277% from 3Q 2023). Profit margin: 10.0% (up from 3.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% 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 9% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
공시 • Oct 24Asia Optical Co., Inc. to Report Q3, 2024 Results on Nov 01, 2024Asia Optical Co., Inc. announced that they will report Q3, 2024 results on Nov 01, 2024
New Risk • Sep 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 9.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Sep 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$132, the stock trades at a trailing P/E ratio of 36.2x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 97% over the past three years.
분석 기사 • Aug 26There's Reason For Concern Over Asia Optical Co., Inc.'s (TWSE:3019) Massive 42% Price JumpDespite an already strong run, Asia Optical Co., Inc. ( TWSE:3019 ) shares have been powering on, with a gain of 42% in...
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$118, the stock trades at a trailing P/E ratio of 32.3x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 69% over the past three years.
New Risk • Aug 13New 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 7.5% 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. This is currently the only risk that has been identified for the company.
분석 기사 • Aug 09Asia Optical (TWSE:3019) May Have Issues Allocating Its CapitalTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: NT$1.59 (vs NT$1.06 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.59 (up from NT$1.06 in 2Q 2023). Revenue: NT$5.61b (up 26% from 2Q 2023). Net income: NT$446.1m (up 50% from 2Q 2023). Profit margin: 7.9% (up from 6.7% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
공시 • Jul 24Asia Optical Co., Inc. to Report Q2, 2024 Results on Aug 01, 2024Asia Optical Co., Inc. announced that they will report Q2, 2024 results on Aug 01, 2024
분석 기사 • Jul 11Earnings Not Telling The Story For Asia Optical Co., Inc. (TWSE:3019) After Shares Rise 32%The Asia Optical Co., Inc. ( TWSE:3019 ) share price has done very well over the last month, posting an excellent gain...
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$79.50, the stock trades at a trailing P/E ratio of 25.6x. Average forward P/E is 18x in the Electronic industry in Taiwan. Total loss to shareholders of 1.3% over the past three years.
Declared Dividend • Jun 03Dividend reduced to NT$1.80Dividend of NT$1.80 is 5.3% lower than last year. Ex-date: 20th June 2024 Payment date: 19th July 2024 Dividend yield will be 2.7%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 7 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 36% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.5% EPS decline seen over the last 5 years.
공시 • Jun 01Asia Optical Co., Inc. Declares Dividend, Payable on July 19, 2024Asia Optical Co., Inc. declares dividend of TWD 1.8 per share, payable on July 19, 2024. Ex-rights (ex-dividend) trading date is June 20, 2024. Ex-rights (ex-dividend) record date is June 28, 2024.
Reported Earnings • May 11First quarter 2024 earnings released: EPS: NT$0.40 (vs NT$0.073 in 1Q 2023)First quarter 2024 results: EPS: NT$0.40 (up from NT$0.073 in 1Q 2023). Revenue: NT$4.29b (up 12% from 1Q 2023). Net income: NT$110.8m (up 446% from 1Q 2023). Profit margin: 2.6% (up from 0.5% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
분석 기사 • Mar 19Asia Optical's (TWSE:3019) Soft Earnings Don't Show The Whole PictureShareholders appeared unconcerned with Asia Optical Co., Inc.'s ( TWSE:3019 ) lackluster earnings report last week. We...
New Risk • Mar 13New major risk - Revenue and earnings growthEarnings have declined by 1.1% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.1% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Mar 13Full year 2023 earnings released: EPS: NT$2.78 (vs NT$3.29 in FY 2022)Full year 2023 results: EPS: NT$2.78 (down from NT$3.29 in FY 2022). Revenue: NT$17.8b (down 6.5% from FY 2022). Net income: NT$777.0m (down 16% from FY 2022). Profit margin: 4.4% (down from 4.8% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
공시 • Mar 02Asia Optical Co., Inc., Annual General Meeting, Jun 18, 2024Asia Optical Co., Inc., Annual General Meeting, Jun 18, 2024. Location: 7th Floor, Conference Room, NO. 158, Fengli Road, Tanzi District, Taichung City Taichung City Taiwan Agenda: To consider 2023 Business Report ; to Supervisors' Review Report; to Report for 2023 compensation Distribution to Employees and Directors ; to 2023 Business Report and Financial Report ; to 2023 Profit Appropriation ; and to consider other matters if any.
Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: NT$0.65 (vs NT$1.62 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.65 (down from NT$1.62 in 3Q 2022). Revenue: NT$4.72b (down 7.5% from 3Q 2022). Net income: NT$181.8m (down 60% from 3Q 2022). Profit margin: 3.9% (down from 8.9% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: NT$1.07 (vs NT$1.00 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.07 (up from NT$1.00 in 2Q 2022). Revenue: NT$4.45b (down 8.7% from 2Q 2022). Net income: NT$296.7m (up 5.5% from 2Q 2022). Profit margin: 6.7% (up from 5.8% in 2Q 2022). 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 fallen by 3% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 23Upcoming dividend of NT$1.90 per share at 2.8% yieldEligible shareholders must have bought the stock before 30 June 2023. Payment date: 25 July 2023. Payout ratio is a comfortable 62% and the cash payout ratio is 76%. Trailing yield: 2.8%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.2%).
공시 • Jun 14Asia Optical Co., Inc. Declares Dividend, Payable on July 25, 2023Asia Optical Co., Inc. declares dividend of TWD 1.9 per share, payable on July 25, 2023. Ex-rights (ex-dividend) trading date is June 30, 2023. Ex-rights (ex-dividend) record date is July 8, 2023.
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. 8 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Deng-Ke Zhong was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: NT$1.62 (vs NT$1.31 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.62 (up from NT$1.31 in 3Q 2021). Revenue: NT$5.10b (down 5.1% from 3Q 2021). Net income: NT$454.7m (up 24% from 3Q 2021). Profit margin: 8.9% (up from 6.8% in 3Q 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 fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: NT$1.00 (vs NT$1.36 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.00 (down from NT$1.36 in 2Q 2021). Revenue: NT$4.87b (down 6.8% from 2Q 2021). Net income: NT$281.1m (down 27% from 2Q 2021). Profit margin: 5.8% (down from 7.3% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 30Upcoming dividend of NT$3.70 per shareEligible shareholders must have bought the stock before 07 July 2022. Payment date: 29 July 2022. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 6.0%. Lower than top quartile of Taiwanese dividend payers (6.4%). Higher than average of industry peers (4.6%).
Reported Earnings • May 08First quarter 2022 earnings released: EPS: NT$0.28 (vs NT$1.08 in 1Q 2021)First quarter 2022 results: EPS: NT$0.28 (down from NT$1.08 in 1Q 2021). Revenue: NT$4.49b (down 5.1% from 1Q 2021). Net income: NT$77.9m (down 74% from 1Q 2021). Profit margin: 1.7% (down from 6.4% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
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. 4 non-independent directors. Independent Director Deng-Ke Zhong was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 28Full year 2021 earnings released: EPS: NT$5.34 (vs NT$1.41 in FY 2020)Full year 2021 results: EPS: NT$5.34 (up from NT$1.41 in FY 2020). Revenue: NT$21.0b (up 33% from FY 2020). Net income: NT$1.50b (up 278% from FY 2020). Profit margin: 7.2% (up from 2.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 7% per year, which means it is performing significantly worse than earnings.
공시 • Jan 26Asia Optical Co., Inc. Reaches Settlement Agreement with Samsung Electronics Japan Co., Ltd. Regarding Patent Infringement Lawsuit Related CasesAsia Optical Co., Inc. announced that the company has filed a patent infringement lawsuit against Samsung Electronics Japan Co., Ltd. at the Tokyo District Court on August 3rd, 2020, and now both parties have reached a settlement agreement with confidentiality clause. The Company will withdraw its relevant claims against Samsung Electronics Japan Co., Ltd. pursuant to the settlement agreement. Other contents of settlement shall keep confidential due to both parties' confidential information.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$1.31 (vs NT$0.66 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$5.37b (up 18% from 3Q 2020). Net income: NT$367.9m (up 97% from 3Q 2020). Profit margin: 6.8% (up from 4.1% 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 10% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$1.36 (vs NT$0.59 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$5.23b (up 35% from 2Q 2020). Net income: NT$382.9m (up 129% from 2Q 2020). Profit margin: 7.3% (up from 4.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 28Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 04 August 2021. Payment date: 31 August 2021. Trailing yield: 1.2%. Lower than top quartile of Taiwanese dividend payers (4.9%). Lower than average of industry peers (3.0%).
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$92.50, the stock trades at a trailing P/E ratio of 31.9x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 9.9% over the past three years.
Reported Earnings • May 07First quarter 2021 earnings released: EPS NT$1.08 (vs NT$0.41 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$4.73b (up 62% from 1Q 2020). Net income: NT$304.0m (up NT$418.4m from 1Q 2020). Profit margin: 6.4% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$77.00, the stock trades at a trailing P/E ratio of 54.5x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total loss to shareholders of 8.3% over the past three years.
분석 기사 • Apr 12Should Asia Optical Co., Inc. (TPE:3019) Be Part Of Your Dividend Portfolio?Dividend paying stocks like Asia Optical Co., Inc. ( TPE:3019 ) tend to be popular with investors, and for good reason...
공시 • Mar 20Asia Optical Co., Inc., Annual General Meeting, Jun 25, 2021Asia Optical Co., Inc., Annual General Meeting, Jun 25, 2021. Location: 7th Floor, Conference Room, NO.158, Fengli Road, Tanzi Dist Taichung City Taiwan Agenda: To consider 2020 business report; to supervisors' review report; to the company's accumulated loss as of 2020 was amounted to one-half of the paid-up capital; to 2020 business report and financial reports; and to 2020 loss appropriation.
Reported Earnings • Mar 20Full year 2020 earnings released: EPS NT$1.41 (vs NT$3.41 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$15.8b (down 13% from FY 2019). Net income: NT$396.9m (down 59% from FY 2019). Profit margin: 2.5% (down from 5.3% 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 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
분석 기사 • Mar 07Is There More Growth In Store For Asia Optical's (TPE:3019) Returns On Capital?What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Is New 90 Day High Low • Feb 18New 90-day high: NT$85.50The company is up 22% from its price of NT$70.00 on 20 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Electronic industry, which is also up 22% over the same period.
분석 기사 • Feb 04Did You Participate In Any Of Asia Optical's (TPE:3019) Fantastic 178% Return ?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on the bright side, you...
분석 기사 • Jan 20Asia Optical Co., Inc.'s (TPE:3019) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?Asia Optical's (TPE:3019) stock is up by a considerable 10% over the past three months. We wonder if and what role the...
분석 기사 • Jan 05Asia Optical Co., Inc. (TPE:3019) Is Yielding 2.6% - But Is It A Buy?Dividend paying stocks like Asia Optical Co., Inc. ( TPE:3019 ) tend to be popular with investors, and for good reason...
Is New 90 Day High Low • Dec 09New 90-day high: NT$78.80The company is up 22% from its price of NT$64.40 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 06Here’s What’s Happening With Returns At Asia Optical (TPE:3019)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Is New 90 Day High Low • Nov 17New 90-day high: NT$69.40The company is up 1.0% from its price of NT$68.50 on 19 August 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electronic industry, which is down 1.0% over the same period.
Reported Earnings • Nov 06Third quarter 2020 earnings released: EPS NT$0.66The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$4.56b (down 8.3% from 3Q 2019). Net income: NT$186.7m (down 52% from 3Q 2019). Profit margin: 4.1% (down from 7.8% 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 2% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Sep 25New 90-day low: NT$62.20The company is down 11% from its price of NT$70.20 on 24 June 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 3.0% over the same period.