View Financial HealthTaiSol Electronics 배당 및 자사주 매입배당 기준 점검 2/6TaiSol Electronics 수익으로 충분히 충당되는 현재 수익률 1.66% 보유한 배당금 지급 회사입니다.핵심 정보1.7%배당 수익률0.5%자사주 매입 수익률총 주주 수익률2.2%미래 배당 수익률n/a배당 성장률2.3%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향73%최근 배당 및 자사주 매입 업데이트Declared Dividend • Jun 19Dividend of NT$2.01 announcedShareholders will receive a dividend of NT$2.01. Ex-date: 2nd July 2025 Payment date: 29th July 2025 Dividend yield will be 3.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (167% cash payout ratio). The dividend has increased by an average of 2.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 22% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.0% EPS decline seen over the last 5 years.Upcoming Dividend • Jun 13Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 20 June 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Taiwanese dividend payers (4.3%). Lower than average of industry peers (2.8%).Declared Dividend • May 27Dividend of NT$2.00 announcedDividend of NT$2.00 is the same as last year. Ex-date: 20th June 2024 Payment date: 25th July 2024 Dividend yield will be 2.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 2.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • May 25+ 4 more updatesTaiSol Electronics Co., Ltd. Announces Cash Dividend, Payable on July 25, 2024The board of directors of TaiSol Electronics Co., Ltd. announced common stock dividend distribution: cash dividend to common shareholders: TWD 174,916,282 (TWD 2 per share). Ex-rights (ex-dividend) trading date: June 20, 2024. Ex-rights (ex-dividend) record date: June 27, 2024. Payment date of common stock cash dividend distribution: July 25, 2024.Upcoming Dividend • Jun 20Upcoming dividend of NT$2.00 per share at 4.1% yieldEligible shareholders must have bought the stock before 27 June 2023. Payment date: 31 July 2023. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (4.2%).공시 • May 31TaiSol Electronics Co., Ltd. Approves Cash Dividend to Common Shareholders, Payable on July 31, 2023TaiSol Electronics Co., Ltd. approved cash dividend to common shareholders of TWD 174,916,282 (TWD 2 per share), payable on July 31, 2023 and Ex-rights (ex-dividend) record date of July 3, 2023.모든 업데이트 보기Recent updatesReported Earnings • May 09First quarter 2026 earnings released: EPS: NT$0.61 (vs NT$0.60 in 1Q 2025)First quarter 2026 results: EPS: NT$0.61 (up from NT$0.60 in 1Q 2025). Revenue: NT$937.6m (flat on 1Q 2025). Net income: NT$52.9m (flat on 1Q 2025). Profit margin: 5.6% (in line with 1Q 2025). 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 17% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$71.10, the stock trades at a trailing P/E ratio of 39.7x. Average trailing P/E is 31x in the Electronic industry in Taiwan. Total returns to shareholders of 82% over the past three years.Reported Earnings • Mar 08Full year 2025 earnings released: EPS: NT$1.80 (vs NT$3.00 in FY 2024)Full year 2025 results: EPS: NT$1.80 (down from NT$3.00 in FY 2024). Revenue: NT$3.62b (down 3.5% from FY 2024). Net income: NT$156.4m (down 41% from FY 2024). Profit margin: 4.3% (down from 7.0% in FY 2024). 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 17% per year, which means it is well ahead of earnings.공시 • Mar 05TaiSol Electronics Co., Ltd., Annual General Meeting, May 26, 2026TaiSol Electronics Co., Ltd., Annual General Meeting, May 26, 2026. Location: 1 floor no,335, jui kuang rd., neihu district, taipei city TaiwanValuation Update With 7 Day Price Move • Jan 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$59.50, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 105% over the past three years.Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: NT$0.35 (vs NT$0.47 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.35 (down from NT$0.47 in 3Q 2024). Revenue: NT$882.9m (down 5.0% from 3Q 2024). Net income: NT$30.5m (down 26% from 3Q 2024). Profit margin: 3.5% (down from 4.4% in 3Q 2024). The decrease in margin was driven by lower revenue. 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 17% per year, which means it is well ahead of earnings.Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: NT$0.49 (vs NT$0.85 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.49 (down from NT$0.85 in 2Q 2024). Revenue: NT$976.7m (down 3.6% from 2Q 2024). Net income: NT$42.4m (down 43% from 2Q 2024). Profit margin: 4.3% (down from 7.3% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$62.10, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total returns to shareholders of 69% over the past three years.Declared Dividend • Jun 19Dividend of NT$2.01 announcedShareholders will receive a dividend of NT$2.01. Ex-date: 2nd July 2025 Payment date: 29th July 2025 Dividend yield will be 3.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (167% cash payout ratio). The dividend has increased by an average of 2.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 22% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.0% EPS decline seen over the last 5 years.Reported Earnings • May 11First quarter 2025 earnings released: EPS: NT$0.61 (vs NT$0.77 in 1Q 2024)First quarter 2025 results: EPS: NT$0.61 (down from NT$0.77 in 1Q 2024). Revenue: NT$937.6m (up 9.1% from 1Q 2024). Net income: NT$52.9m (down 22% from 1Q 2024). Profit margin: 5.6% (down from 7.9% in 1Q 2024). The decrease in margin was driven by higher expenses. 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 7% per year, which means it is tracking significantly ahead of earnings growth.공시 • Apr 22TaiSol Electronics Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025TaiSol Electronics Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 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$44.05, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total loss to shareholders of 1.9% over the past three years.공시 • Mar 28TaiSol Electronics Co., Ltd. announced a financing transactionTaiSol Electronics Co., Ltd. announced a private placement that it will issue 6,000,000 common shares of the company to receive funding on March 27, 2025.공시 • Mar 18Taisol Electronics Co., Ltd. Announces Appointments to Sustainable Development CommitteeTaiSol Electronics Co., Ltd. announced resolution of the Board of Directors to establish the Sustainable Development Committee. Name of the new position holder: Chen, Li-Mei Peng, Peng-Huang Liu, Ko-Ping. Resume of the new position holder: Chen, Li-Mei/Independent Director of the Company Peng, Peng-Huang/Chairperson of the Company Liu, Ko-Ping/Chief Operating Officer and President of the Company. Effective date of the new member: March 5, 2025.Reported Earnings • Mar 13Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: NT$3.00 (up from NT$2.78 in FY 2023). Revenue: NT$3.75b (down 1.5% from FY 2023). Net income: NT$262.7m (up 8.0% from FY 2023). Profit margin: 7.0% (up from 6.4% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 16%. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.공시 • Mar 06TaiSol Electronics Co., Ltd., Annual General Meeting, May 22, 2025TaiSol Electronics Co., Ltd., Annual General Meeting, May 22, 2025, at 09:00 Taipei Standard Time. Location: 12 floor no,350, sung chiang rd., jhongshan district, taipei city Taiwan공시 • Feb 26TaiSol Electronics Co., Ltd. to Report Fiscal Year 2024 Results on Mar 05, 2025TaiSol Electronics Co., Ltd. announced that they will report fiscal year 2024 results at 1:30 PM, Taipei Standard Time on Mar 05, 2025Buy Or Sell Opportunity • Nov 26Now 20% overvaluedOver the last 90 days, the stock has fallen 3.2% to NT$73.60. The fair value is estimated to be NT$61.31, 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 grown by 9.4%. Revenue is forecast to grow by 51% in a year. Earnings are forecast to grow by 95% in the next year.Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$71.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Electronic industry in Taiwan. Total returns to shareholders of 40% over the past three years.분석 기사 • Nov 06TaiSol Electronics' (TWSE:3338) Strong Earnings Are Of Good QualityTaiSol Electronics Co., Ltd. ( TWSE:3338 ) just reported healthy earnings but the stock price didn't move much. Our...Reported Earnings • Nov 04Third quarter 2024 earnings: Revenues miss analyst expectationsThird quarter 2024 results: Revenue: NT$929.5m (down 11% from 3Q 2023). Net income: NT$40.9m (down 52% from 3Q 2023). Profit margin: 4.4% (down from 8.2% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 24%. Revenue is forecast to grow 38% 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 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 23TaiSol Electronics Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024TaiSol Electronics Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Reported Earnings • Aug 09Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: NT$0.85 (up from NT$0.74 in 2Q 2023). Revenue: NT$1.01b (up 19% from 2Q 2023). Net income: NT$74.3m (up 15% from 2Q 2023). Profit margin: 7.3% (down from 7.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 18% per year.New Risk • Aug 09New major risk - Revenue and earnings growthEarnings have declined by 2.1% 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 2.1% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change).Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$71.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 66% over the past three years.공시 • Jul 31TaiSol Electronics Co., Ltd. to Report Q2, 2024 Results on Aug 07, 2024TaiSol Electronics Co., Ltd. announced that they will report Q2, 2024 results on Aug 07, 2024Upcoming Dividend • Jun 13Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 20 June 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Taiwanese dividend payers (4.3%). Lower than average of industry peers (2.8%).Board Change • Jun 01Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 6 new directors. No experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Director Chun-Shan Hsieh is the most experienced director on the board, commencing their role in 2013. Independent Director Hwei-Min Wang was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Declared Dividend • May 27Dividend of NT$2.00 announcedDividend of NT$2.00 is the same as last year. Ex-date: 20th June 2024 Payment date: 25th July 2024 Dividend yield will be 2.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 2.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • May 25+ 4 more updatesTaiSol Electronics Co., Ltd. Announces Cash Dividend, Payable on July 25, 2024The board of directors of TaiSol Electronics Co., Ltd. announced common stock dividend distribution: cash dividend to common shareholders: TWD 174,916,282 (TWD 2 per share). Ex-rights (ex-dividend) trading date: June 20, 2024. Ex-rights (ex-dividend) record date: June 27, 2024. Payment date of common stock cash dividend distribution: July 25, 2024.Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$87.80, the stock trades at a trailing P/E ratio of 27x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 112% over the past three years.Reported Earnings • May 01First quarter 2024 earnings released: EPS: NT$0.77 (vs NT$0.30 in 1Q 2023)First quarter 2024 results: EPS: NT$0.77 (up from NT$0.30 in 1Q 2023). Revenue: NT$859.3m (up 3.5% from 1Q 2023). Net income: NT$67.7m (up 156% from 1Q 2023). Profit margin: 7.9% (up from 3.2% in 1Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.분석 기사 • Apr 29Earnings Not Telling The Story For TaiSol Electronics Co., Ltd. (TWSE:3338)With a price-to-earnings (or "P/E") ratio of 26.5x TaiSol Electronics Co., Ltd. ( TWSE:3338 ) may be sending bearish...Buy Or Sell Opportunity • Apr 16Now 22% undervaluedOver the last 90 days, the stock has risen 6.3% to NT$64.60. The fair value is estimated to be NT$82.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has grown by 11%.Buy Or Sell Opportunity • Mar 22Now 20% undervaluedOver the last 90 days, the stock has risen 8.1% to NT$65.70. The fair value is estimated to be NT$82.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has grown by 11%.New Risk • Mar 08New 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 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.2% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.0% average weekly change).Reported Earnings • Mar 05Full year 2023 earnings released: EPS: NT$2.78 (vs NT$3.05 in FY 2022)Full year 2023 results: EPS: NT$2.78 (down from NT$3.05 in FY 2022). Revenue: NT$3.81b (down 17% from FY 2022). Net income: NT$243.3m (down 9.0% from FY 2022). Profit margin: 6.4% (up from 5.9% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 01Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: NT$0.98 (up from NT$0.91 in 3Q 2022). Revenue: NT$1.04b (down 15% from 3Q 2022). Net income: NT$85.7m (up 7.2% from 3Q 2022). Profit margin: 8.2% (up from 6.5% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 21%. Earnings per share (EPS) exceeded analyst estimates by 32%. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Electronic industry in Taiwan. 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 1% per year, which means it is significantly lagging earnings.공시 • Sep 22TaiSol Electronics Co., Ltd. Provides Revenue Guidance for the Fourth Quarter of 2023 and Full Year of 2024TaiSol Electronics Co., Ltd. provided revenue guidance for the fourth quarter of 2023. Estimated revenue in the fourth quarter of 2023 will be better than the third quarter of 2023, and business performance in the second half of 2023 will also be better than the first half of 2023.For the year 2024, the company expects operating revenue to recover to nearly TWD 4.6 billion as of 2022.공시 • Sep 10+ 1 more updateTaiSol Electronics Co., Ltd. Appoints Chun-Hsin Liang as Chief Executive OfficerTaiSol Electronics Co., Ltd. appointed Chun-Hsin Liang, President of the Company as Chief Executive Officer, Effective date of September 8, 2023.Board Change • Sep 04Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Yen-Ling Fang was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Sep 02TaiSol Electronics Co., Ltd. Announces Retirement of Ching-Sung Yu as Chief Executive OfficerTaiSol Electronics Co., Ltd. announced the retirement of Ching-Sung Yu as Chief Executive Officer, Effective date is August 31, 2023. New Chief Executive Officer will be announced after the resolution by the Board of Directors is made.공시 • Aug 30Taisol Electronics Co., Ltd. Announces Change in Representative of Institutional DirectorTaiSol Electronics Co., Ltd. announced the change in representative of the Company's institutional director. Name of the previous position holder: Po-Hsin Yu. Resume of the previous position holder: Special assistant of the Chairman and chief of procurement of the Company. Name of the new position holder: Peng-Huang Peng 6.Resume of the new position holder: Vice Chairperson and President of Singatron Enterprise Co., Ltd. Reason for the change: Long-Thin Enterprise Co., Ltd. assigned a new representative to serve as institutional director. Effective date of the new appointment: August 28, 2023.공시 • Aug 26TaiSol Electronics Co., Ltd. Announces the Resignation of Ching-Sung Yu as Member of Nominating CommitteeTaiSol Electronics Co., Ltd. announced resignation of Ching-Sung Yu as member of Nominating Committee of the Company. Reason for the change: Chairman transferred more than half the number of shares held at director election during its term in office, and therefore has been discharged ipso facto. Date of the board of directors resolution or date of occurrence of the change is August 24, 2023.공시 • Aug 25TaiSol Electronics Co., Ltd. Announces Dismissal of Ching-Sung Yu as ChairmanTaiSol Electronics Co., Ltd. announced dismissal of Ching-Sung Yu as Chairman of the Company. Reason for the change: Chairman transferred more than half the number of shares held at director election during its term in office, and therefore has been discharged ipso facto. Date of the board of directors resolution or date of occurrence of the change is August 24, 2023.New Risk • Aug 20New 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 Risk Share price has been highly volatile over the past 3 months (8.2% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: NT$0.74 (vs NT$0.89 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.74 (down from NT$0.89 in 2Q 2022). Revenue: NT$854.6m (down 29% from 2Q 2022). Net income: NT$64.6m (down 18% from 2Q 2022). Profit margin: 7.6% (up from 6.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$55.10, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total loss to shareholders of 25% over the past three years.Upcoming Dividend • Jun 20Upcoming dividend of NT$2.00 per share at 4.1% yieldEligible shareholders must have bought the stock before 27 June 2023. Payment date: 31 July 2023. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (4.2%).공시 • May 31TaiSol Electronics Co., Ltd. Approves Cash Dividend to Common Shareholders, Payable on July 31, 2023TaiSol Electronics Co., Ltd. approved cash dividend to common shareholders of TWD 174,916,282 (TWD 2 per share), payable on July 31, 2023 and Ex-rights (ex-dividend) record date of July 3, 2023.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$41.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total loss to shareholders of 48% over the past three years.Reported Earnings • Mar 06Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: NT$3.05 (up from NT$2.13 in FY 2021). Revenue: NT$4.57b (down 8.2% from FY 2021). Net income: NT$267.5m (up 43% from FY 2021). Profit margin: 5.9% (up from 3.8% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.Price Target Changed • Dec 19Price target decreased to NT$46.00Down from NT$56.50, the current price target is provided by 1 analyst. New target price is 39% above last closing price of NT$33.10. Stock is down 36% over the past year. The company is forecast to post earnings per share of NT$2.86 for next year compared to NT$2.13 last year.공시 • Dec 16Taisol Electronics Co., Ltd. Announces Executive ChangesTaiSol Electronics Co., Ltd. appointed Po-Hsin Yu, Special Assistant to the Chairman as Chief Procurement Officer effective Dec. 15, 2022.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yen-Ling Fang was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 06Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: NT$0.91 (up from NT$0.64 in 3Q 2021). Revenue: NT$1.22b (down 4.4% from 3Q 2021). Net income: NT$80.0m (up 42% from 3Q 2021). Profit margin: 6.5% (up from 4.4% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.1%. Earnings per share (EPS) exceeded analyst estimates by 40%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 07Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: EPS: NT$0.89 (up from NT$0.54 in 2Q 2021). Revenue: NT$1.21b (down 3.0% from 2Q 2021). Net income: NT$78.5m (up 66% from 2Q 2021). Profit margin: 6.5% (up from 3.8% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 71%. Over the next year, revenue is forecast to grow 9.0%, compared to a 8.7% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 15% per year.Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$38.60, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 9x in the Electronic industry in Taiwan. Total loss to shareholders of 33% over the past three years.Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$37.20, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Electronic industry in Taiwan. Total loss to shareholders of 33% over the past three years.Upcoming Dividend • Jun 13Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 20 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 55% and the cash payout ratio is 87%. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (6.0%). Lower than average of industry peers (4.2%).공시 • May 21TaiSol Electronics Co., Ltd. Announces Cash Dividend, Payable on July 15, 2022TaiSol Electronics Co., Ltd. announced cash dividend of TWD 131,862,212 or TWD 1.5 per share to common shareholders. Cash dividend of common share will be distributed on July 15, 2022. Ex-rights (ex-dividend) trading date is June 20, 2022 and ex-rights (ex-dividend) record date is June 26, 2022.Reported Earnings • May 08First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$0.71 (up from NT$0.13 in 1Q 2021). Revenue: NT$1.22b (up 7.2% from 1Q 2021). Net income: NT$62.2m (up 451% from 1Q 2021). Profit margin: 5.1% (up from 1.0% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 48%. Over the next year, revenue is forecast to grow 10%, compared to a 10% growth forecast for the industry in Taiwan. 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 7% per year, which means it has not declined as severely as earnings.Price Target Changed • Apr 27Price target increased to NT$63.50Up from NT$57.00, the current price target is provided by 1 analyst. New target price is 45% above last closing price of NT$43.80. Stock is down 28% over the past year. The company is forecast to post earnings per share of NT$2.75 for next year compared to NT$2.13 last year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yen-Ling Fang was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Mar 06TaiSol Electronics Co., Ltd., Annual General Meeting, May 20, 2022TaiSol Electronics Co., Ltd., Annual General Meeting, May 20, 2022.Reported Earnings • Feb 28Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$2.13 (down from NT$2.58 in FY 2020). Revenue: NT$4.98b (down 5.3% from FY 2020). Net income: NT$187.4m (down 17% from FY 2020). Profit margin: 3.8% (down from 4.3% in FY 2020). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 7.7%, compared to a 9.1% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Nov 26Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$55.00, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 181% over the past three years.Price Target Changed • Nov 11Price target decreased to NT$37.00Down from NT$45.00, the current price target is provided by 1 analyst. New target price is 21% below last closing price of NT$46.60. Stock is down 29% over the past year. The company is forecast to post earnings per share of NT$1.95 for next year compared to NT$2.58 last year.Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$0.64 (vs NT$0.41 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: NT$1.28b (flat on 3Q 2020). Net income: NT$56.4m (up 57% from 3Q 2020). Profit margin: 4.4% (up from 2.8% in 3Q 2020). 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 25% per year, which means it is well ahead of earnings.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$0.54 (vs NT$0.99 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$1.24b (down 25% from 2Q 2020). Net income: NT$47.2m (down 46% from 2Q 2020). Profit margin: 3.8% (down from 5.2% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 26Upcoming dividend of NT$1.80 per shareEligible shareholders must have bought the stock before 02 August 2021. Payment date: 27 August 2021. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (4.9%). In line with average of industry peers (3.0%).Price Target Changed • May 25Price target decreased to NT$65.33Down from NT$72.67, the current price target is provided by 1 analyst. New target price is 40% above last closing price of NT$46.60. Stock is down 50% over the past year.Major Estimate Revision • May 25Consensus EPS estimates fall to NT$2.23The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from NT$5.86b to NT$5.38b. EPS estimate also fell from NT$3.96 to NT$2.23. Net income forecast to grow 18% next year vs 20% growth forecast for Electronic industry in Taiwan. Consensus price target of NT$76.67 unchanged from last update. Share price was steady at NT$45.80 over the past week.Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to NT$44.30, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 132% over the past three years.Reported Earnings • May 09First quarter 2021 earnings released: EPS NT$0.13 (vs NT$0.73 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: NT$1.14b (up 12% from 1Q 2020). Net income: NT$11.3m (down 82% from 1Q 2020). Profit margin: 1.0% (down from 6.2% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Apr 18Is TaiSol Electronics (TPE:3338) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Mar 12Returns On Capital - An Important Metric For TaiSol Electronics (TPE:3338)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Analyst Estimate Surprise Post Earnings • Feb 28Revenue and earnings miss expectationsRevenue missed analyst estimates by 0.09%. Earnings per share (EPS) also missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 11%, compared to a 16% growth forecast for the Electronic industry in Taiwan.Reported Earnings • Feb 27Full year 2020 earnings released: EPS NT$2.58 (vs NT$3.38 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: NT$5.26b (up 13% from FY 2019). Net income: NT$225.2m (down 23% from FY 2019). Profit margin: 4.3% (down from 6.3% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.분석 기사 • Feb 22The TaiSol Electronics (TPE:3338) Share Price Has Gained 143%, So Why Not Pay It Some Attention?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...분석 기사 • Feb 04Key Things To Consider Before Buying TaiSol Electronics Co., Ltd. (TPE:3338) For Its DividendIs TaiSol Electronics Co., Ltd. ( TPE:3338 ) a good dividend stock? How can we tell? Dividend paying companies with...Is New 90 Day High Low • Feb 01New 90-day low: NT$55.40The company is down 4.0% from its price of NT$57.80 on 03 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$31.74 per share.분석 기사 • Jan 18Is TaiSol Electronics (TPE:3338) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Dec 27Is TaiSol Electronics Co., Ltd.'s (TPE:3338) Latest Stock Performance Being Led By Its Strong Fundamentals?TaiSol Electronics' (TPE:3338) stock is up by 8.2% over the past three months. Since the market usually pay for a...분석 기사 • Dec 09Does TaiSol Electronics (TPE:3338) Have The DNA Of A Multi-Bagger?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...분석 기사 • Nov 21Did You Participate In Any Of TaiSol Electronics' (TPE:3338) Fantastic 272% Return ?The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...Major Estimate Revision • Nov 20Analysts lower EPS estimates to NT$2.88The 2020 consensus revenue estimate was lowered from NT$5.47b to NT$5.25b. Earning per share (EPS) estimate was also lowered from NT$3.68 to NT$2.88 for the same period. Net income is expected to grow by 22% next year compared to 30% growth forecast for the Electronic industry in Taiwan. The consensus price target was lowered from NT$75.33 to NT$72.67. Share price is up 6.0% to NT$68.40 over the past week.Is New 90 Day High Low • Nov 19New 90-day high: NT$69.10The company is up 3.0% from its price of NT$67.30 on 21 August 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$24.97 per share.공시 • Nov 07Taisol Electronics Co., Ltd. Establishes Nominating CommitteeTaiSol Electronics Co., Ltd. announced establishment of nominating committee comprises: Mr. Ching-Sung Yu, Chief Executive Officer of Taisol, Mr. Chun-Hsin Liang, General Manager of Taisol, Mr. Jaan-Lieh Lin, Chief Operating Officer of Taisol, Mr. Wen-Tien Chang, Independent Director of Taisol and Mr. Tien-Yun Tseng, Independent Director of Taisol. Effective November 6, 2020.Analyst Estimate Surprise Post Earnings • Nov 07Revenue and earnings miss expectationsRevenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 51%. Over the next year, revenue is forecast to grow 11%, compared to a 11% growth forecast for the Electronic industry in Taiwan.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS NT$0.41The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: NT$1.29b (flat on 3Q 2019). Net income: NT$35.9m (down 64% from 3Q 2019). Profit margin: 2.8% (down from 7.7% in 3Q 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Nov 02New 90-day low: NT$55.00The company is down 30% from its price of NT$78.30 on 04 August 2020. The Taiwanese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$28.97 per share.Is New 90 Day High Low • Sep 24New 90-day low: NT$60.10The company is down 32% from its price of NT$88.60 on 24 June 2020. The Taiwanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$420 per share.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 3338 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: 3338 의 배당금 지급액은 지난 10 년 동안 감소했습니다.배당 수익률 vs 시장TaiSol Electronics 배당 수익률 vs 시장3338의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (3338)1.7%시장 하위 25% (TW)1.5%시장 상위 25% (TW)5.0%업계 평균 (Electronic)1.4%분석가 예측 (3338) (최대 3년)n/a주목할만한 배당금: 3338 의 배당금( 1.66% )은 TW 시장에서 배당금 지급자의 하위 25%( 1.48% )보다 높습니다.고배당: 3338 의 배당금( 1.66% )은 TW 시장에서 배당금 지급자의 상위 25%( 5.03% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적인 지급 비율 ( 72.5% )을 통해 3338 의 배당금 지급은 수익으로 충당됩니다.주주 현금 배당현금 흐름 범위: 3338 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YTW 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/18 08:16종가2026/05/18 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 소스TaiSol Electronics Co., Ltd.는 4명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Meizhen WangCapital Securities CorporationShuchun HsiaoMasterlink Securities Investment AdvisoryZongying YuSinoPac Securities Investment Service1명의 분석가 더 보기
Declared Dividend • Jun 19Dividend of NT$2.01 announcedShareholders will receive a dividend of NT$2.01. Ex-date: 2nd July 2025 Payment date: 29th July 2025 Dividend yield will be 3.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (167% cash payout ratio). The dividend has increased by an average of 2.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 22% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.0% EPS decline seen over the last 5 years.
Upcoming Dividend • Jun 13Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 20 June 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Taiwanese dividend payers (4.3%). Lower than average of industry peers (2.8%).
Declared Dividend • May 27Dividend of NT$2.00 announcedDividend of NT$2.00 is the same as last year. Ex-date: 20th June 2024 Payment date: 25th July 2024 Dividend yield will be 2.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 2.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • May 25+ 4 more updatesTaiSol Electronics Co., Ltd. Announces Cash Dividend, Payable on July 25, 2024The board of directors of TaiSol Electronics Co., Ltd. announced common stock dividend distribution: cash dividend to common shareholders: TWD 174,916,282 (TWD 2 per share). Ex-rights (ex-dividend) trading date: June 20, 2024. Ex-rights (ex-dividend) record date: June 27, 2024. Payment date of common stock cash dividend distribution: July 25, 2024.
Upcoming Dividend • Jun 20Upcoming dividend of NT$2.00 per share at 4.1% yieldEligible shareholders must have bought the stock before 27 June 2023. Payment date: 31 July 2023. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (4.2%).
공시 • May 31TaiSol Electronics Co., Ltd. Approves Cash Dividend to Common Shareholders, Payable on July 31, 2023TaiSol Electronics Co., Ltd. approved cash dividend to common shareholders of TWD 174,916,282 (TWD 2 per share), payable on July 31, 2023 and Ex-rights (ex-dividend) record date of July 3, 2023.
Reported Earnings • May 09First quarter 2026 earnings released: EPS: NT$0.61 (vs NT$0.60 in 1Q 2025)First quarter 2026 results: EPS: NT$0.61 (up from NT$0.60 in 1Q 2025). Revenue: NT$937.6m (flat on 1Q 2025). Net income: NT$52.9m (flat on 1Q 2025). Profit margin: 5.6% (in line with 1Q 2025). 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 17% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$71.10, the stock trades at a trailing P/E ratio of 39.7x. Average trailing P/E is 31x in the Electronic industry in Taiwan. Total returns to shareholders of 82% over the past three years.
Reported Earnings • Mar 08Full year 2025 earnings released: EPS: NT$1.80 (vs NT$3.00 in FY 2024)Full year 2025 results: EPS: NT$1.80 (down from NT$3.00 in FY 2024). Revenue: NT$3.62b (down 3.5% from FY 2024). Net income: NT$156.4m (down 41% from FY 2024). Profit margin: 4.3% (down from 7.0% in FY 2024). 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 17% per year, which means it is well ahead of earnings.
공시 • Mar 05TaiSol Electronics Co., Ltd., Annual General Meeting, May 26, 2026TaiSol Electronics Co., Ltd., Annual General Meeting, May 26, 2026. Location: 1 floor no,335, jui kuang rd., neihu district, taipei city Taiwan
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$59.50, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 105% over the past three years.
Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: NT$0.35 (vs NT$0.47 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.35 (down from NT$0.47 in 3Q 2024). Revenue: NT$882.9m (down 5.0% from 3Q 2024). Net income: NT$30.5m (down 26% from 3Q 2024). Profit margin: 3.5% (down from 4.4% in 3Q 2024). The decrease in margin was driven by lower revenue. 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 17% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: NT$0.49 (vs NT$0.85 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.49 (down from NT$0.85 in 2Q 2024). Revenue: NT$976.7m (down 3.6% from 2Q 2024). Net income: NT$42.4m (down 43% from 2Q 2024). Profit margin: 4.3% (down from 7.3% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$62.10, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total returns to shareholders of 69% over the past three years.
Declared Dividend • Jun 19Dividend of NT$2.01 announcedShareholders will receive a dividend of NT$2.01. Ex-date: 2nd July 2025 Payment date: 29th July 2025 Dividend yield will be 3.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (167% cash payout ratio). The dividend has increased by an average of 2.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 22% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.0% EPS decline seen over the last 5 years.
Reported Earnings • May 11First quarter 2025 earnings released: EPS: NT$0.61 (vs NT$0.77 in 1Q 2024)First quarter 2025 results: EPS: NT$0.61 (down from NT$0.77 in 1Q 2024). Revenue: NT$937.6m (up 9.1% from 1Q 2024). Net income: NT$52.9m (down 22% from 1Q 2024). Profit margin: 5.6% (down from 7.9% in 1Q 2024). The decrease in margin was driven by higher expenses. 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 7% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Apr 22TaiSol Electronics Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025TaiSol Electronics Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 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$44.05, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total loss to shareholders of 1.9% over the past three years.
공시 • Mar 28TaiSol Electronics Co., Ltd. announced a financing transactionTaiSol Electronics Co., Ltd. announced a private placement that it will issue 6,000,000 common shares of the company to receive funding on March 27, 2025.
공시 • Mar 18Taisol Electronics Co., Ltd. Announces Appointments to Sustainable Development CommitteeTaiSol Electronics Co., Ltd. announced resolution of the Board of Directors to establish the Sustainable Development Committee. Name of the new position holder: Chen, Li-Mei Peng, Peng-Huang Liu, Ko-Ping. Resume of the new position holder: Chen, Li-Mei/Independent Director of the Company Peng, Peng-Huang/Chairperson of the Company Liu, Ko-Ping/Chief Operating Officer and President of the Company. Effective date of the new member: March 5, 2025.
Reported Earnings • Mar 13Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: NT$3.00 (up from NT$2.78 in FY 2023). Revenue: NT$3.75b (down 1.5% from FY 2023). Net income: NT$262.7m (up 8.0% from FY 2023). Profit margin: 7.0% (up from 6.4% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 16%. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.
공시 • Mar 06TaiSol Electronics Co., Ltd., Annual General Meeting, May 22, 2025TaiSol Electronics Co., Ltd., Annual General Meeting, May 22, 2025, at 09:00 Taipei Standard Time. Location: 12 floor no,350, sung chiang rd., jhongshan district, taipei city Taiwan
공시 • Feb 26TaiSol Electronics Co., Ltd. to Report Fiscal Year 2024 Results on Mar 05, 2025TaiSol Electronics Co., Ltd. announced that they will report fiscal year 2024 results at 1:30 PM, Taipei Standard Time on Mar 05, 2025
Buy Or Sell Opportunity • Nov 26Now 20% overvaluedOver the last 90 days, the stock has fallen 3.2% to NT$73.60. The fair value is estimated to be NT$61.31, 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 grown by 9.4%. Revenue is forecast to grow by 51% in a year. Earnings are forecast to grow by 95% in the next year.
Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$71.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Electronic industry in Taiwan. Total returns to shareholders of 40% over the past three years.
분석 기사 • Nov 06TaiSol Electronics' (TWSE:3338) Strong Earnings Are Of Good QualityTaiSol Electronics Co., Ltd. ( TWSE:3338 ) just reported healthy earnings but the stock price didn't move much. Our...
Reported Earnings • Nov 04Third quarter 2024 earnings: Revenues miss analyst expectationsThird quarter 2024 results: Revenue: NT$929.5m (down 11% from 3Q 2023). Net income: NT$40.9m (down 52% from 3Q 2023). Profit margin: 4.4% (down from 8.2% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 24%. Revenue is forecast to grow 38% 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 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 23TaiSol Electronics Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024TaiSol Electronics Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Reported Earnings • Aug 09Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: NT$0.85 (up from NT$0.74 in 2Q 2023). Revenue: NT$1.01b (up 19% from 2Q 2023). Net income: NT$74.3m (up 15% from 2Q 2023). Profit margin: 7.3% (down from 7.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 18% per year.
New Risk • Aug 09New major risk - Revenue and earnings growthEarnings have declined by 2.1% 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 2.1% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change).
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$71.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 66% over the past three years.
공시 • Jul 31TaiSol Electronics Co., Ltd. to Report Q2, 2024 Results on Aug 07, 2024TaiSol Electronics Co., Ltd. announced that they will report Q2, 2024 results on Aug 07, 2024
Upcoming Dividend • Jun 13Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 20 June 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Taiwanese dividend payers (4.3%). Lower than average of industry peers (2.8%).
Board Change • Jun 01Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 6 new directors. No experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Director Chun-Shan Hsieh is the most experienced director on the board, commencing their role in 2013. Independent Director Hwei-Min Wang was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Declared Dividend • May 27Dividend of NT$2.00 announcedDividend of NT$2.00 is the same as last year. Ex-date: 20th June 2024 Payment date: 25th July 2024 Dividend yield will be 2.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 2.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • May 25+ 4 more updatesTaiSol Electronics Co., Ltd. Announces Cash Dividend, Payable on July 25, 2024The board of directors of TaiSol Electronics Co., Ltd. announced common stock dividend distribution: cash dividend to common shareholders: TWD 174,916,282 (TWD 2 per share). Ex-rights (ex-dividend) trading date: June 20, 2024. Ex-rights (ex-dividend) record date: June 27, 2024. Payment date of common stock cash dividend distribution: July 25, 2024.
Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$87.80, the stock trades at a trailing P/E ratio of 27x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 112% over the past three years.
Reported Earnings • May 01First quarter 2024 earnings released: EPS: NT$0.77 (vs NT$0.30 in 1Q 2023)First quarter 2024 results: EPS: NT$0.77 (up from NT$0.30 in 1Q 2023). Revenue: NT$859.3m (up 3.5% from 1Q 2023). Net income: NT$67.7m (up 156% from 1Q 2023). Profit margin: 7.9% (up from 3.2% in 1Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.
분석 기사 • Apr 29Earnings Not Telling The Story For TaiSol Electronics Co., Ltd. (TWSE:3338)With a price-to-earnings (or "P/E") ratio of 26.5x TaiSol Electronics Co., Ltd. ( TWSE:3338 ) may be sending bearish...
Buy Or Sell Opportunity • Apr 16Now 22% undervaluedOver the last 90 days, the stock has risen 6.3% to NT$64.60. The fair value is estimated to be NT$82.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has grown by 11%.
Buy Or Sell Opportunity • Mar 22Now 20% undervaluedOver the last 90 days, the stock has risen 8.1% to NT$65.70. The fair value is estimated to be NT$82.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has grown by 11%.
New Risk • Mar 08New 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 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.2% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.0% average weekly change).
Reported Earnings • Mar 05Full year 2023 earnings released: EPS: NT$2.78 (vs NT$3.05 in FY 2022)Full year 2023 results: EPS: NT$2.78 (down from NT$3.05 in FY 2022). Revenue: NT$3.81b (down 17% from FY 2022). Net income: NT$243.3m (down 9.0% from FY 2022). Profit margin: 6.4% (up from 5.9% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 01Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: NT$0.98 (up from NT$0.91 in 3Q 2022). Revenue: NT$1.04b (down 15% from 3Q 2022). Net income: NT$85.7m (up 7.2% from 3Q 2022). Profit margin: 8.2% (up from 6.5% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 21%. Earnings per share (EPS) exceeded analyst estimates by 32%. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Electronic industry in Taiwan. 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 1% per year, which means it is significantly lagging earnings.
공시 • Sep 22TaiSol Electronics Co., Ltd. Provides Revenue Guidance for the Fourth Quarter of 2023 and Full Year of 2024TaiSol Electronics Co., Ltd. provided revenue guidance for the fourth quarter of 2023. Estimated revenue in the fourth quarter of 2023 will be better than the third quarter of 2023, and business performance in the second half of 2023 will also be better than the first half of 2023.For the year 2024, the company expects operating revenue to recover to nearly TWD 4.6 billion as of 2022.
공시 • Sep 10+ 1 more updateTaiSol Electronics Co., Ltd. Appoints Chun-Hsin Liang as Chief Executive OfficerTaiSol Electronics Co., Ltd. appointed Chun-Hsin Liang, President of the Company as Chief Executive Officer, Effective date of September 8, 2023.
Board Change • Sep 04Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Yen-Ling Fang was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Sep 02TaiSol Electronics Co., Ltd. Announces Retirement of Ching-Sung Yu as Chief Executive OfficerTaiSol Electronics Co., Ltd. announced the retirement of Ching-Sung Yu as Chief Executive Officer, Effective date is August 31, 2023. New Chief Executive Officer will be announced after the resolution by the Board of Directors is made.
공시 • Aug 30Taisol Electronics Co., Ltd. Announces Change in Representative of Institutional DirectorTaiSol Electronics Co., Ltd. announced the change in representative of the Company's institutional director. Name of the previous position holder: Po-Hsin Yu. Resume of the previous position holder: Special assistant of the Chairman and chief of procurement of the Company. Name of the new position holder: Peng-Huang Peng 6.Resume of the new position holder: Vice Chairperson and President of Singatron Enterprise Co., Ltd. Reason for the change: Long-Thin Enterprise Co., Ltd. assigned a new representative to serve as institutional director. Effective date of the new appointment: August 28, 2023.
공시 • Aug 26TaiSol Electronics Co., Ltd. Announces the Resignation of Ching-Sung Yu as Member of Nominating CommitteeTaiSol Electronics Co., Ltd. announced resignation of Ching-Sung Yu as member of Nominating Committee of the Company. Reason for the change: Chairman transferred more than half the number of shares held at director election during its term in office, and therefore has been discharged ipso facto. Date of the board of directors resolution or date of occurrence of the change is August 24, 2023.
공시 • Aug 25TaiSol Electronics Co., Ltd. Announces Dismissal of Ching-Sung Yu as ChairmanTaiSol Electronics Co., Ltd. announced dismissal of Ching-Sung Yu as Chairman of the Company. Reason for the change: Chairman transferred more than half the number of shares held at director election during its term in office, and therefore has been discharged ipso facto. Date of the board of directors resolution or date of occurrence of the change is August 24, 2023.
New Risk • Aug 20New 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 Risk Share price has been highly volatile over the past 3 months (8.2% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: NT$0.74 (vs NT$0.89 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.74 (down from NT$0.89 in 2Q 2022). Revenue: NT$854.6m (down 29% from 2Q 2022). Net income: NT$64.6m (down 18% from 2Q 2022). Profit margin: 7.6% (up from 6.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$55.10, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total loss to shareholders of 25% over the past three years.
Upcoming Dividend • Jun 20Upcoming dividend of NT$2.00 per share at 4.1% yieldEligible shareholders must have bought the stock before 27 June 2023. Payment date: 31 July 2023. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (4.2%).
공시 • May 31TaiSol Electronics Co., Ltd. Approves Cash Dividend to Common Shareholders, Payable on July 31, 2023TaiSol Electronics Co., Ltd. approved cash dividend to common shareholders of TWD 174,916,282 (TWD 2 per share), payable on July 31, 2023 and Ex-rights (ex-dividend) record date of July 3, 2023.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$41.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total loss to shareholders of 48% over the past three years.
Reported Earnings • Mar 06Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: NT$3.05 (up from NT$2.13 in FY 2021). Revenue: NT$4.57b (down 8.2% from FY 2021). Net income: NT$267.5m (up 43% from FY 2021). Profit margin: 5.9% (up from 3.8% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
Price Target Changed • Dec 19Price target decreased to NT$46.00Down from NT$56.50, the current price target is provided by 1 analyst. New target price is 39% above last closing price of NT$33.10. Stock is down 36% over the past year. The company is forecast to post earnings per share of NT$2.86 for next year compared to NT$2.13 last year.
공시 • Dec 16Taisol Electronics Co., Ltd. Announces Executive ChangesTaiSol Electronics Co., Ltd. appointed Po-Hsin Yu, Special Assistant to the Chairman as Chief Procurement Officer effective Dec. 15, 2022.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yen-Ling Fang was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 06Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: NT$0.91 (up from NT$0.64 in 3Q 2021). Revenue: NT$1.22b (down 4.4% from 3Q 2021). Net income: NT$80.0m (up 42% from 3Q 2021). Profit margin: 6.5% (up from 4.4% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.1%. Earnings per share (EPS) exceeded analyst estimates by 40%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 07Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: EPS: NT$0.89 (up from NT$0.54 in 2Q 2021). Revenue: NT$1.21b (down 3.0% from 2Q 2021). Net income: NT$78.5m (up 66% from 2Q 2021). Profit margin: 6.5% (up from 3.8% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 71%. Over the next year, revenue is forecast to grow 9.0%, compared to a 8.7% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 15% per year.
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$38.60, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 9x in the Electronic industry in Taiwan. Total loss to shareholders of 33% over the past three years.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$37.20, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Electronic industry in Taiwan. Total loss to shareholders of 33% over the past three years.
Upcoming Dividend • Jun 13Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 20 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 55% and the cash payout ratio is 87%. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (6.0%). Lower than average of industry peers (4.2%).
공시 • May 21TaiSol Electronics Co., Ltd. Announces Cash Dividend, Payable on July 15, 2022TaiSol Electronics Co., Ltd. announced cash dividend of TWD 131,862,212 or TWD 1.5 per share to common shareholders. Cash dividend of common share will be distributed on July 15, 2022. Ex-rights (ex-dividend) trading date is June 20, 2022 and ex-rights (ex-dividend) record date is June 26, 2022.
Reported Earnings • May 08First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$0.71 (up from NT$0.13 in 1Q 2021). Revenue: NT$1.22b (up 7.2% from 1Q 2021). Net income: NT$62.2m (up 451% from 1Q 2021). Profit margin: 5.1% (up from 1.0% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 48%. Over the next year, revenue is forecast to grow 10%, compared to a 10% growth forecast for the industry in Taiwan. 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 7% per year, which means it has not declined as severely as earnings.
Price Target Changed • Apr 27Price target increased to NT$63.50Up from NT$57.00, the current price target is provided by 1 analyst. New target price is 45% above last closing price of NT$43.80. Stock is down 28% over the past year. The company is forecast to post earnings per share of NT$2.75 for next year compared to NT$2.13 last year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yen-Ling Fang was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Mar 06TaiSol Electronics Co., Ltd., Annual General Meeting, May 20, 2022TaiSol Electronics Co., Ltd., Annual General Meeting, May 20, 2022.
Reported Earnings • Feb 28Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$2.13 (down from NT$2.58 in FY 2020). Revenue: NT$4.98b (down 5.3% from FY 2020). Net income: NT$187.4m (down 17% from FY 2020). Profit margin: 3.8% (down from 4.3% in FY 2020). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 7.7%, compared to a 9.1% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Nov 26Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$55.00, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 181% over the past three years.
Price Target Changed • Nov 11Price target decreased to NT$37.00Down from NT$45.00, the current price target is provided by 1 analyst. New target price is 21% below last closing price of NT$46.60. Stock is down 29% over the past year. The company is forecast to post earnings per share of NT$1.95 for next year compared to NT$2.58 last year.
Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$0.64 (vs NT$0.41 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: NT$1.28b (flat on 3Q 2020). Net income: NT$56.4m (up 57% from 3Q 2020). Profit margin: 4.4% (up from 2.8% in 3Q 2020). 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 25% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$0.54 (vs NT$0.99 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$1.24b (down 25% from 2Q 2020). Net income: NT$47.2m (down 46% from 2Q 2020). Profit margin: 3.8% (down from 5.2% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 26Upcoming dividend of NT$1.80 per shareEligible shareholders must have bought the stock before 02 August 2021. Payment date: 27 August 2021. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (4.9%). In line with average of industry peers (3.0%).
Price Target Changed • May 25Price target decreased to NT$65.33Down from NT$72.67, the current price target is provided by 1 analyst. New target price is 40% above last closing price of NT$46.60. Stock is down 50% over the past year.
Major Estimate Revision • May 25Consensus EPS estimates fall to NT$2.23The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from NT$5.86b to NT$5.38b. EPS estimate also fell from NT$3.96 to NT$2.23. Net income forecast to grow 18% next year vs 20% growth forecast for Electronic industry in Taiwan. Consensus price target of NT$76.67 unchanged from last update. Share price was steady at NT$45.80 over the past week.
Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to NT$44.30, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 132% over the past three years.
Reported Earnings • May 09First quarter 2021 earnings released: EPS NT$0.13 (vs NT$0.73 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: NT$1.14b (up 12% from 1Q 2020). Net income: NT$11.3m (down 82% from 1Q 2020). Profit margin: 1.0% (down from 6.2% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Apr 18Is TaiSol Electronics (TPE:3338) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Mar 12Returns On Capital - An Important Metric For TaiSol Electronics (TPE:3338)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Analyst Estimate Surprise Post Earnings • Feb 28Revenue and earnings miss expectationsRevenue missed analyst estimates by 0.09%. Earnings per share (EPS) also missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 11%, compared to a 16% growth forecast for the Electronic industry in Taiwan.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS NT$2.58 (vs NT$3.38 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: NT$5.26b (up 13% from FY 2019). Net income: NT$225.2m (down 23% from FY 2019). Profit margin: 4.3% (down from 6.3% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
분석 기사 • Feb 22The TaiSol Electronics (TPE:3338) Share Price Has Gained 143%, So Why Not Pay It Some Attention?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...
분석 기사 • Feb 04Key Things To Consider Before Buying TaiSol Electronics Co., Ltd. (TPE:3338) For Its DividendIs TaiSol Electronics Co., Ltd. ( TPE:3338 ) a good dividend stock? How can we tell? Dividend paying companies with...
Is New 90 Day High Low • Feb 01New 90-day low: NT$55.40The company is down 4.0% from its price of NT$57.80 on 03 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$31.74 per share.
분석 기사 • Jan 18Is TaiSol Electronics (TPE:3338) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Dec 27Is TaiSol Electronics Co., Ltd.'s (TPE:3338) Latest Stock Performance Being Led By Its Strong Fundamentals?TaiSol Electronics' (TPE:3338) stock is up by 8.2% over the past three months. Since the market usually pay for a...
분석 기사 • Dec 09Does TaiSol Electronics (TPE:3338) Have The DNA Of A Multi-Bagger?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 • Nov 21Did You Participate In Any Of TaiSol Electronics' (TPE:3338) Fantastic 272% Return ?The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...
Major Estimate Revision • Nov 20Analysts lower EPS estimates to NT$2.88The 2020 consensus revenue estimate was lowered from NT$5.47b to NT$5.25b. Earning per share (EPS) estimate was also lowered from NT$3.68 to NT$2.88 for the same period. Net income is expected to grow by 22% next year compared to 30% growth forecast for the Electronic industry in Taiwan. The consensus price target was lowered from NT$75.33 to NT$72.67. Share price is up 6.0% to NT$68.40 over the past week.
Is New 90 Day High Low • Nov 19New 90-day high: NT$69.10The company is up 3.0% from its price of NT$67.30 on 21 August 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$24.97 per share.
공시 • Nov 07Taisol Electronics Co., Ltd. Establishes Nominating CommitteeTaiSol Electronics Co., Ltd. announced establishment of nominating committee comprises: Mr. Ching-Sung Yu, Chief Executive Officer of Taisol, Mr. Chun-Hsin Liang, General Manager of Taisol, Mr. Jaan-Lieh Lin, Chief Operating Officer of Taisol, Mr. Wen-Tien Chang, Independent Director of Taisol and Mr. Tien-Yun Tseng, Independent Director of Taisol. Effective November 6, 2020.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue and earnings miss expectationsRevenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 51%. Over the next year, revenue is forecast to grow 11%, compared to a 11% growth forecast for the Electronic industry in Taiwan.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS NT$0.41The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: NT$1.29b (flat on 3Q 2019). Net income: NT$35.9m (down 64% from 3Q 2019). Profit margin: 2.8% (down from 7.7% in 3Q 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Nov 02New 90-day low: NT$55.00The company is down 30% from its price of NT$78.30 on 04 August 2020. The Taiwanese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$28.97 per share.
Is New 90 Day High Low • Sep 24New 90-day low: NT$60.10The company is down 32% from its price of NT$88.60 on 24 June 2020. The Taiwanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$420 per share.