View Financial HealthAzureWave Technologies 배당 및 자사주 매입배당 기준 점검 3/6AzureWave Technologies 수익으로 충분히 충당되는 현재 수익률 3.83% 보유한 배당금 지급 회사입니다.핵심 정보3.8%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향57%최근 배당 및 자사주 매입 업데이트Declared Dividend • Jul 10Dividend increased to NT$1.48Dividend of NT$1.48 is 48% higher than last year. Ex-date: 23rd July 2025 Payment date: 19th August 2025 Dividend yield will be 2.5%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (21% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jul 29Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 05 August 2024. Payment date: 23 August 2024. Trailing yield: 2.3%. Lower than top quartile of Taiwanese dividend payers (4.3%). Lower than average of industry peers (2.7%).모든 업데이트 보기Recent updatesReported Earnings • Mar 15Full year 2025 earnings released: EPS: NT$4.03 (vs NT$2.75 in FY 2024)Full year 2025 results: EPS: NT$4.03 (up from NT$2.75 in FY 2024). Revenue: NT$11.4b (up 23% from FY 2024). Net income: NT$615.2m (up 48% from FY 2024). Profit margin: 5.4% (up from 4.5% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.공지 • Mar 11AzureWave Technologies, Inc., Annual General Meeting, Jun 16, 2026AzureWave Technologies, Inc., Annual General Meeting, Jun 16, 2026. Location: 2 floor no,213, sec.3 pei hsin rd., sindian district, new taipei city TaiwanNew Risk • Jan 26New 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 6.8% 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.Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$1.43 (vs NT$0.93 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.43 (up from NT$0.93 in 3Q 2024). Revenue: NT$3.39b (up 34% from 3Q 2024). Net income: NT$217.8m (up 55% from 3Q 2024). Profit margin: 6.4% (up from 5.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Sep 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$84.70, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 347% over the past three years.Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: NT$1.07 (vs NT$0.83 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.07 (up from NT$0.83 in 2Q 2024). Revenue: NT$3.08b (up 29% from 2Q 2024). Net income: NT$163.9m (up 30% from 2Q 2024). Profit margin: 5.3% (in line with 2Q 2024). 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 57% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$73.60, the stock trades at a trailing P/E ratio of 23.9x. Average trailing P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 243% over the past three years.Declared Dividend • Jul 10Dividend increased to NT$1.48Dividend of NT$1.48 is 48% higher than last year. Ex-date: 23rd July 2025 Payment date: 19th August 2025 Dividend yield will be 2.5%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (21% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 16First quarter 2025 earnings released: EPS: NT$0.77 (vs NT$0.37 in 1Q 2024)First quarter 2025 results: EPS: NT$0.77 (up from NT$0.37 in 1Q 2024). Revenue: NT$2.39b (up 16% from 1Q 2024). Net income: NT$117.0m (up 107% from 1Q 2024). Profit margin: 4.9% (up from 2.7% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.공지 • May 06AzureWave Technologies, Inc. to Report Q1, 2025 Results on May 13, 2025AzureWave Technologies, Inc. announced that they will report Q1, 2025 results on May 13, 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$41.90, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 112% over the past three years.Reported Earnings • Mar 15Full year 2024 earnings released: EPS: NT$2.75 (vs NT$2.18 in FY 2023)Full year 2024 results: EPS: NT$2.75 (up from NT$2.18 in FY 2023). Revenue: NT$9.25b (down 2.9% from FY 2023). Net income: NT$417.0m (up 25% from FY 2023). Profit margin: 4.5% (up from 3.5% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.공지 • Mar 13AzureWave Technologies, Inc., Annual General Meeting, Jun 20, 2025AzureWave Technologies, Inc., Annual General Meeting, Jun 20, 2025. Location: 2 floor no,213, sec.3 pei hsin rd., sindian district, new taipei city Taiwan분석 기사 • Feb 27Optimistic Investors Push AzureWave Technologies, Inc. (TWSE:3694) Shares Up 26% But Growth Is LackingAzureWave Technologies, Inc. ( TWSE:3694 ) shares have continued their recent momentum with a 26% gain in the last...Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$69.80, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 25x in the Electronic industry in Taiwan. Total returns to shareholders of 214% over the past three years.분석 기사 • Feb 07AzureWave Technologies' (TWSE:3694) Returns On Capital Are Heading HigherThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$53.70, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 97% over the past three years.Buy Or Sell Opportunity • Dec 13Now 22% undervaluedOver the last 90 days, the stock has risen 19% to NT$48.55. The fair value is estimated to be NT$62.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.4% over the last 3 years. Earnings per share has grown by 11%.New Risk • Dec 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.2% 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 • Dec 04Subdued Growth No Barrier To AzureWave Technologies, Inc. (TWSE:3694) With Shares Advancing 27%The AzureWave Technologies, Inc. ( TWSE:3694 ) share price has done very well over the last month, posting an excellent...Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$52.20, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 120% over the past three years.분석 기사 • Nov 21We Think AzureWave Technologies' (TWSE:3694) Healthy Earnings Might Be ConservativeAzureWave Technologies, Inc.'s ( TWSE:3694 ) solid earnings announcement recently didn't do much to the stock price...Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$0.93 (vs NT$0.88 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.93 (up from NT$0.88 in 3Q 2023). Revenue: NT$2.54b (down 4.5% from 3Q 2023). Net income: NT$140.6m (up 5.1% from 3Q 2023). Profit margin: 5.5% (up from 5.0% in 3Q 2023). 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 increased by 18% per year, which means it is tracking significantly ahead of earnings growth.공지 • Nov 05AzureWave Technologies, Inc. to Report Q3, 2024 Results on Nov 12, 2024AzureWave Technologies, Inc. announced that they will report Q3, 2024 results on Nov 12, 2024Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: NT$0.83 (vs NT$0.73 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.83 (up from NT$0.73 in 2Q 2023). Revenue: NT$2.39b (down 6.0% from 2Q 2023). Net income: NT$126.1m (up 13% from 2Q 2023). Profit margin: 5.3% (up from 4.4% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$35.20, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 54% over the past three years.분석 기사 • Aug 06AzureWave Technologies, Inc. (TWSE:3694) Looks Inexpensive After Falling 28% But Perhaps Not Attractive EnoughAzureWave Technologies, Inc. ( TWSE:3694 ) shareholders won't be pleased to see that the share price has had a very...공지 • Aug 02AzureWave Technologies, Inc. to Report Q2, 2024 Results on Aug 08, 2024AzureWave Technologies, Inc. announced that they will report Q2, 2024 results on Aug 08, 2024Upcoming Dividend • Jul 29Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 05 August 2024. Payment date: 23 August 2024. Trailing yield: 2.3%. Lower than top quartile of Taiwanese dividend payers (4.3%). Lower than average of industry peers (2.7%).분석 기사 • May 27AzureWave Technologies, Inc. (TWSE:3694) Stock Rockets 28% As Investors Are Less Pessimistic Than ExpectedAzureWave Technologies, Inc. ( TWSE:3694 ) shareholders would be excited to see that the share price has had a great...Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$51.40, the stock trades at a trailing P/E ratio of 21.8x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 130% over the past three years.Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$0.37 (vs NT$0.20 in 1Q 2023)First quarter 2024 results: EPS: NT$0.37 (up from NT$0.20 in 1Q 2023). Revenue: NT$2.06b (down 1.1% from 1Q 2023). Net income: NT$56.4m (up 86% from 1Q 2023). Profit margin: 2.7% (up from 1.5% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Apr 18There's Been No Shortage Of Growth Recently For AzureWave Technologies' (TWSE:3694) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Mar 22We Like AzureWave Technologies' (TWSE:3694) Earnings For More Than Just Statutory ProfitAzureWave Technologies, Inc.'s ( TWSE:3694 ) recent earnings report didn't offer any surprises, with the shares...Reported Earnings • Mar 19Full year 2023 earnings released: EPS: NT$2.18 (vs NT$1.93 in FY 2022)Full year 2023 results: EPS: NT$2.18 (up from NT$1.93 in FY 2022). Revenue: NT$9.53b (down 5.3% from FY 2022). Net income: NT$333.4m (up 13% from FY 2022). Profit margin: 3.5% (up from 2.9% 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 5% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.공지 • Mar 09AzureWave Technologies, Inc., Annual General Meeting, Jun 20, 2024AzureWave Technologies, Inc., Annual General Meeting, Jun 20, 2024. Location: 2F., No. 213, Sec. 3, Beixin Rd., Xindian Dist. Taipei Innovation City Convention Center, New Tapei City Taiwan Agenda: To consider 2023 Business Report; to consider audit Committee's Review Report on the 2023 Financial Statements; to consider report on 2023 Profit Sharing Bonus to Employees and Remuneration to Directors; to consider 2023 Business Report and Financial Statements; to consider proposal for Distribution of 2023 Earnings; and to consider other matters.분석 기사 • Mar 05AzureWave Technologies, Inc.'s (TWSE:3694) Shareholders Might Be Looking For ExitAzureWave Technologies, Inc.'s ( TWSE:3694 ) price-to-earnings (or "P/E") ratio of 24.8x might make it look like a sell...Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$53.20, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 85% over the past three years.New Risk • Dec 11New 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 7.5% 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 • Nov 21Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$39.90, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total returns to shareholders of 17% over the past three years.Buying Opportunity • Nov 06Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.0%. The fair value is estimated to be NT$40.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 14%.Valuation Update With 7 Day Price Move • Oct 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$31.75, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Negligible returns to shareholders over past three years.Buying Opportunity • Aug 14Now 20% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be NT$39.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 14%.New Risk • Jul 18New 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 6.2% 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.Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$32.25, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 29% over the past three years.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$23.65, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 94% over the past three years.Reported Earnings • Mar 19Full year 2022 earnings released: EPS: NT$1.93 (vs NT$2.05 in FY 2021)Full year 2022 results: EPS: NT$1.93 (down from NT$2.05 in FY 2021). Revenue: NT$10.1b (down 12% from FY 2021). Net income: NT$295.1m (down 4.5% from FY 2021). Profit margin: 2.9% (up from 2.7% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$1.28 (vs NT$0.81 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.28 (up from NT$0.81 in 3Q 2021). Revenue: NT$3.13b (up 3.3% from 3Q 2021). Net income: NT$196.3m (up 61% from 3Q 2021). Profit margin: 6.3% (up from 4.0% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. President, CEO & Director Gary Cheng was the last 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 13Third quarter 2022 earnings released: EPS: NT$1.28 (vs NT$0.81 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.28 (up from NT$0.81 in 3Q 2021). Revenue: NT$3.13b (up 3.3% from 3Q 2021). Net income: NT$196.3m (up 61% from 3Q 2021). Profit margin: 6.3% (up from 4.0% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: NT$0.08 (vs NT$0.37 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.08 (down from NT$0.37 in 2Q 2021). Revenue: NT$2.27b (down 21% from 2Q 2021). Net income: NT$11.8m (down 79% from 2Q 2021). Profit margin: 0.5% (down from 1.9% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$19.05, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 13x in the Electronic industry in Taiwan. Total loss to shareholders of 11% over the past three years.Reported Earnings • May 16First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: NT$0.03 (down from NT$0.039 in 1Q 2021). Revenue: NT$2.30b (down 5.8% from 1Q 2021). Net income: NT$4.93m (down 17% from 1Q 2021). Profit margin: 0.2% (in line with 1Q 2021). Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) also surpassed analyst estimates. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 1% 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. President, CEO & Director Gary Cheng was the last 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 • Mar 18Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: NT$2.05 (up from NT$2.02 in FY 2020). Revenue: NT$11.4b (up 19% from FY 2020). Net income: NT$308.9m (up 1.6% from FY 2020). Profit margin: 2.7% (down from 3.2% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) also surpassed analyst estimates. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.81 (vs NT$0.95 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$3.03b (up 7.4% from 3Q 2020). Net income: NT$121.8m (down 15% from 3Q 2020). Profit margin: 4.0% (down from 5.1% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$27.25, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total loss to shareholders of 3.4% over the past three years.Director Overboarding • Aug 05Director Tzu-Hsien Tung has joined 3rd company boardDirector Tzu-Hsien Tung has been appointed to the board of PChome Online Inc. (TPEX:8044). Tung now sits on a total of 3 company boards. With 3 board positions including the role of CEO at Pegatron Corporation (TWSE:4938), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$0.04 (vs NT$0.52 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$2.44b (up 75% from 1Q 2020). Net income: NT$5.91m (up NT$84.2m from 1Q 2020). Profit margin: 0.2% (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 increased by 84% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to NT$22.30, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 2.8% over the past three years.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improved over the past weekAfter last week's 22% share price gain to NT$34.50, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total returns to shareholders of 73% over the past three years.Reported Earnings • Mar 30Full year 2020 earnings released: EPS NT$2.02 (vs NT$0.76 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$9.59b (up 25% from FY 2019). Net income: NT$304.1m (up NT$418.5m from FY 2019). Profit margin: 3.2% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.분석 기사 • Mar 08Update: AzureWave Technologies (TPE:3694) Stock Gained 75% In The Last YearAzureWave Technologies, Inc. ( TPE:3694 ) shareholders might be concerned after seeing the share price drop 15% in the...분석 기사 • Feb 07Is AzureWave Technologies (TPE:3694) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Is New 90 Day High Low • Jan 29New 90-day low: NT$26.50The company is down 14% from its price of NT$30.85 on 30 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 30% over the same period.분석 기사 • Jan 10Can AzureWave Technologies (TPE:3694) Continue To Grow Its Returns On Capital?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Is New 90 Day High Low • Dec 15New 90-day low: NT$27.75The company is down 8.0% from its price of NT$30.30 on 16 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 11% over the same period.Valuation Update With 7 Day Price Move • Dec 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$27.75, the stock is trading at a trailing P/E ratio of 16x, down from the previous P/E ratio of 19.1x. This compares to an average P/E of 17x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 60%.분석 기사 • Dec 13AzureWave Technologies, Inc. (TPE:3694) Stock's Been Sliding But Fundamentals Look Decent: Will The Market Correct The Share Price In The Future?It is hard to get excited after looking at AzureWave Technologies' (TPE:3694) recent performance, when its stock has...Is New 90 Day High Low • Nov 16New 90-day high: NT$36.05The company is up 7.0% from its price of NT$33.70 on 18 August 2020. The Taiwanese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period.Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$0.95The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$2.82b (up 24% from 3Q 2019). Net income: NT$142.8m (up NT$132.8m from 3Q 2019). Profit margin: 5.1% (up from 0.4% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 배당금 지급이 안정적인 반면, 3694 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.배당금 증가: 3694 의 배당금 지급이 증가했지만 회사는 2 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장AzureWave Technologies 배당 수익률 vs 시장3694의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (3694)3.8%시장 하위 25% (TW)1.5%시장 상위 25% (TW)5.0%업계 평균 (Electronic)1.4%분석가 예측 (3694) (최대 3년)n/a주목할만한 배당금: 3694 의 배당금( 3.83% )은 TW 시장에서 배당금 지급자의 하위 25%( 1.48% )보다 높습니다.고배당: 3694 의 배당금( 3.83% )은 TW 시장에서 배당금 지급자의 상위 25%( 5% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적인 지급 비율 ( 57% )을 통해 3694 의 배당금 지급은 수익으로 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적인 현금 지급 비율 ( 66.4% )로 3694 의 배당금 지급은 현금 흐름으로 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YTW 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/08 14:14종가2026/05/08 00:00수익2025/12/31연간 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 소스AzureWave Technologies, Inc.는 3명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Vincent LiaoKGI Securities Co. Ltd.Jianzhang SuMasterlink Securities Investment AdvisoryAlison ChenYuanta Research
Declared Dividend • Jul 10Dividend increased to NT$1.48Dividend of NT$1.48 is 48% higher than last year. Ex-date: 23rd July 2025 Payment date: 19th August 2025 Dividend yield will be 2.5%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (21% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jul 29Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 05 August 2024. Payment date: 23 August 2024. Trailing yield: 2.3%. Lower than top quartile of Taiwanese dividend payers (4.3%). Lower than average of industry peers (2.7%).
Reported Earnings • Mar 15Full year 2025 earnings released: EPS: NT$4.03 (vs NT$2.75 in FY 2024)Full year 2025 results: EPS: NT$4.03 (up from NT$2.75 in FY 2024). Revenue: NT$11.4b (up 23% from FY 2024). Net income: NT$615.2m (up 48% from FY 2024). Profit margin: 5.4% (up from 4.5% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Mar 11AzureWave Technologies, Inc., Annual General Meeting, Jun 16, 2026AzureWave Technologies, Inc., Annual General Meeting, Jun 16, 2026. Location: 2 floor no,213, sec.3 pei hsin rd., sindian district, new taipei city Taiwan
New Risk • Jan 26New 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 6.8% 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.
Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$1.43 (vs NT$0.93 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.43 (up from NT$0.93 in 3Q 2024). Revenue: NT$3.39b (up 34% from 3Q 2024). Net income: NT$217.8m (up 55% from 3Q 2024). Profit margin: 6.4% (up from 5.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Sep 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$84.70, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 347% over the past three years.
Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: NT$1.07 (vs NT$0.83 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.07 (up from NT$0.83 in 2Q 2024). Revenue: NT$3.08b (up 29% from 2Q 2024). Net income: NT$163.9m (up 30% from 2Q 2024). Profit margin: 5.3% (in line with 2Q 2024). 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 57% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$73.60, the stock trades at a trailing P/E ratio of 23.9x. Average trailing P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 243% over the past three years.
Declared Dividend • Jul 10Dividend increased to NT$1.48Dividend of NT$1.48 is 48% higher than last year. Ex-date: 23rd July 2025 Payment date: 19th August 2025 Dividend yield will be 2.5%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (21% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 16First quarter 2025 earnings released: EPS: NT$0.77 (vs NT$0.37 in 1Q 2024)First quarter 2025 results: EPS: NT$0.77 (up from NT$0.37 in 1Q 2024). Revenue: NT$2.39b (up 16% from 1Q 2024). Net income: NT$117.0m (up 107% from 1Q 2024). Profit margin: 4.9% (up from 2.7% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
공지 • May 06AzureWave Technologies, Inc. to Report Q1, 2025 Results on May 13, 2025AzureWave Technologies, Inc. announced that they will report Q1, 2025 results on May 13, 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$41.90, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 112% over the past three years.
Reported Earnings • Mar 15Full year 2024 earnings released: EPS: NT$2.75 (vs NT$2.18 in FY 2023)Full year 2024 results: EPS: NT$2.75 (up from NT$2.18 in FY 2023). Revenue: NT$9.25b (down 2.9% from FY 2023). Net income: NT$417.0m (up 25% from FY 2023). Profit margin: 4.5% (up from 3.5% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Mar 13AzureWave Technologies, Inc., Annual General Meeting, Jun 20, 2025AzureWave Technologies, Inc., Annual General Meeting, Jun 20, 2025. Location: 2 floor no,213, sec.3 pei hsin rd., sindian district, new taipei city Taiwan
분석 기사 • Feb 27Optimistic Investors Push AzureWave Technologies, Inc. (TWSE:3694) Shares Up 26% But Growth Is LackingAzureWave Technologies, Inc. ( TWSE:3694 ) shares have continued their recent momentum with a 26% gain in the last...
Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$69.80, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 25x in the Electronic industry in Taiwan. Total returns to shareholders of 214% over the past three years.
분석 기사 • Feb 07AzureWave Technologies' (TWSE:3694) Returns On Capital Are Heading HigherThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$53.70, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 97% over the past three years.
Buy Or Sell Opportunity • Dec 13Now 22% undervaluedOver the last 90 days, the stock has risen 19% to NT$48.55. The fair value is estimated to be NT$62.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.4% over the last 3 years. Earnings per share has grown by 11%.
New Risk • Dec 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.2% 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 • Dec 04Subdued Growth No Barrier To AzureWave Technologies, Inc. (TWSE:3694) With Shares Advancing 27%The AzureWave Technologies, Inc. ( TWSE:3694 ) share price has done very well over the last month, posting an excellent...
Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$52.20, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 120% over the past three years.
분석 기사 • Nov 21We Think AzureWave Technologies' (TWSE:3694) Healthy Earnings Might Be ConservativeAzureWave Technologies, Inc.'s ( TWSE:3694 ) solid earnings announcement recently didn't do much to the stock price...
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$0.93 (vs NT$0.88 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.93 (up from NT$0.88 in 3Q 2023). Revenue: NT$2.54b (down 4.5% from 3Q 2023). Net income: NT$140.6m (up 5.1% from 3Q 2023). Profit margin: 5.5% (up from 5.0% in 3Q 2023). 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 increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Nov 05AzureWave Technologies, Inc. to Report Q3, 2024 Results on Nov 12, 2024AzureWave Technologies, Inc. announced that they will report Q3, 2024 results on Nov 12, 2024
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: NT$0.83 (vs NT$0.73 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.83 (up from NT$0.73 in 2Q 2023). Revenue: NT$2.39b (down 6.0% from 2Q 2023). Net income: NT$126.1m (up 13% from 2Q 2023). Profit margin: 5.3% (up from 4.4% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$35.20, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 54% over the past three years.
분석 기사 • Aug 06AzureWave Technologies, Inc. (TWSE:3694) Looks Inexpensive After Falling 28% But Perhaps Not Attractive EnoughAzureWave Technologies, Inc. ( TWSE:3694 ) shareholders won't be pleased to see that the share price has had a very...
공지 • Aug 02AzureWave Technologies, Inc. to Report Q2, 2024 Results on Aug 08, 2024AzureWave Technologies, Inc. announced that they will report Q2, 2024 results on Aug 08, 2024
Upcoming Dividend • Jul 29Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 05 August 2024. Payment date: 23 August 2024. Trailing yield: 2.3%. Lower than top quartile of Taiwanese dividend payers (4.3%). Lower than average of industry peers (2.7%).
분석 기사 • May 27AzureWave Technologies, Inc. (TWSE:3694) Stock Rockets 28% As Investors Are Less Pessimistic Than ExpectedAzureWave Technologies, Inc. ( TWSE:3694 ) shareholders would be excited to see that the share price has had a great...
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$51.40, the stock trades at a trailing P/E ratio of 21.8x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 130% over the past three years.
Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$0.37 (vs NT$0.20 in 1Q 2023)First quarter 2024 results: EPS: NT$0.37 (up from NT$0.20 in 1Q 2023). Revenue: NT$2.06b (down 1.1% from 1Q 2023). Net income: NT$56.4m (up 86% from 1Q 2023). Profit margin: 2.7% (up from 1.5% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Apr 18There's Been No Shortage Of Growth Recently For AzureWave Technologies' (TWSE:3694) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 • Mar 22We Like AzureWave Technologies' (TWSE:3694) Earnings For More Than Just Statutory ProfitAzureWave Technologies, Inc.'s ( TWSE:3694 ) recent earnings report didn't offer any surprises, with the shares...
Reported Earnings • Mar 19Full year 2023 earnings released: EPS: NT$2.18 (vs NT$1.93 in FY 2022)Full year 2023 results: EPS: NT$2.18 (up from NT$1.93 in FY 2022). Revenue: NT$9.53b (down 5.3% from FY 2022). Net income: NT$333.4m (up 13% from FY 2022). Profit margin: 3.5% (up from 2.9% 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 5% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Mar 09AzureWave Technologies, Inc., Annual General Meeting, Jun 20, 2024AzureWave Technologies, Inc., Annual General Meeting, Jun 20, 2024. Location: 2F., No. 213, Sec. 3, Beixin Rd., Xindian Dist. Taipei Innovation City Convention Center, New Tapei City Taiwan Agenda: To consider 2023 Business Report; to consider audit Committee's Review Report on the 2023 Financial Statements; to consider report on 2023 Profit Sharing Bonus to Employees and Remuneration to Directors; to consider 2023 Business Report and Financial Statements; to consider proposal for Distribution of 2023 Earnings; and to consider other matters.
분석 기사 • Mar 05AzureWave Technologies, Inc.'s (TWSE:3694) Shareholders Might Be Looking For ExitAzureWave Technologies, Inc.'s ( TWSE:3694 ) price-to-earnings (or "P/E") ratio of 24.8x might make it look like a sell...
Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$53.20, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 85% over the past three years.
New Risk • Dec 11New 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 7.5% 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 • Nov 21Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$39.90, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total returns to shareholders of 17% over the past three years.
Buying Opportunity • Nov 06Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.0%. The fair value is estimated to be NT$40.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 14%.
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$31.75, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Negligible returns to shareholders over past three years.
Buying Opportunity • Aug 14Now 20% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be NT$39.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 14%.
New Risk • Jul 18New 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 6.2% 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.
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$32.25, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 29% over the past three years.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$23.65, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 94% over the past three years.
Reported Earnings • Mar 19Full year 2022 earnings released: EPS: NT$1.93 (vs NT$2.05 in FY 2021)Full year 2022 results: EPS: NT$1.93 (down from NT$2.05 in FY 2021). Revenue: NT$10.1b (down 12% from FY 2021). Net income: NT$295.1m (down 4.5% from FY 2021). Profit margin: 2.9% (up from 2.7% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$1.28 (vs NT$0.81 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.28 (up from NT$0.81 in 3Q 2021). Revenue: NT$3.13b (up 3.3% from 3Q 2021). Net income: NT$196.3m (up 61% from 3Q 2021). Profit margin: 6.3% (up from 4.0% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. President, CEO & Director Gary Cheng was the last 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 13Third quarter 2022 earnings released: EPS: NT$1.28 (vs NT$0.81 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.28 (up from NT$0.81 in 3Q 2021). Revenue: NT$3.13b (up 3.3% from 3Q 2021). Net income: NT$196.3m (up 61% from 3Q 2021). Profit margin: 6.3% (up from 4.0% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: NT$0.08 (vs NT$0.37 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.08 (down from NT$0.37 in 2Q 2021). Revenue: NT$2.27b (down 21% from 2Q 2021). Net income: NT$11.8m (down 79% from 2Q 2021). Profit margin: 0.5% (down from 1.9% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$19.05, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 13x in the Electronic industry in Taiwan. Total loss to shareholders of 11% over the past three years.
Reported Earnings • May 16First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: NT$0.03 (down from NT$0.039 in 1Q 2021). Revenue: NT$2.30b (down 5.8% from 1Q 2021). Net income: NT$4.93m (down 17% from 1Q 2021). Profit margin: 0.2% (in line with 1Q 2021). Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) also surpassed analyst estimates. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 1% 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. President, CEO & Director Gary Cheng was the last 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 • Mar 18Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: NT$2.05 (up from NT$2.02 in FY 2020). Revenue: NT$11.4b (up 19% from FY 2020). Net income: NT$308.9m (up 1.6% from FY 2020). Profit margin: 2.7% (down from 3.2% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) also surpassed analyst estimates. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.81 (vs NT$0.95 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$3.03b (up 7.4% from 3Q 2020). Net income: NT$121.8m (down 15% from 3Q 2020). Profit margin: 4.0% (down from 5.1% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$27.25, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total loss to shareholders of 3.4% over the past three years.
Director Overboarding • Aug 05Director Tzu-Hsien Tung has joined 3rd company boardDirector Tzu-Hsien Tung has been appointed to the board of PChome Online Inc. (TPEX:8044). Tung now sits on a total of 3 company boards. With 3 board positions including the role of CEO at Pegatron Corporation (TWSE:4938), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$0.04 (vs NT$0.52 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$2.44b (up 75% from 1Q 2020). Net income: NT$5.91m (up NT$84.2m from 1Q 2020). Profit margin: 0.2% (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 increased by 84% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to NT$22.30, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 2.8% over the past three years.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improved over the past weekAfter last week's 22% share price gain to NT$34.50, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 20x in the Electronic industry in Taiwan. Total returns to shareholders of 73% over the past three years.
Reported Earnings • Mar 30Full year 2020 earnings released: EPS NT$2.02 (vs NT$0.76 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$9.59b (up 25% from FY 2019). Net income: NT$304.1m (up NT$418.5m from FY 2019). Profit margin: 3.2% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
분석 기사 • Mar 08Update: AzureWave Technologies (TPE:3694) Stock Gained 75% In The Last YearAzureWave Technologies, Inc. ( TPE:3694 ) shareholders might be concerned after seeing the share price drop 15% in the...
분석 기사 • Feb 07Is AzureWave Technologies (TPE:3694) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Is New 90 Day High Low • Jan 29New 90-day low: NT$26.50The company is down 14% from its price of NT$30.85 on 30 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 30% over the same period.
분석 기사 • Jan 10Can AzureWave Technologies (TPE:3694) Continue To Grow Its Returns On Capital?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Is New 90 Day High Low • Dec 15New 90-day low: NT$27.75The company is down 8.0% from its price of NT$30.30 on 16 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 11% over the same period.
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$27.75, the stock is trading at a trailing P/E ratio of 16x, down from the previous P/E ratio of 19.1x. This compares to an average P/E of 17x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 60%.
분석 기사 • Dec 13AzureWave Technologies, Inc. (TPE:3694) Stock's Been Sliding But Fundamentals Look Decent: Will The Market Correct The Share Price In The Future?It is hard to get excited after looking at AzureWave Technologies' (TPE:3694) recent performance, when its stock has...
Is New 90 Day High Low • Nov 16New 90-day high: NT$36.05The company is up 7.0% from its price of NT$33.70 on 18 August 2020. The Taiwanese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period.
Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$0.95The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$2.82b (up 24% from 3Q 2019). Net income: NT$142.8m (up NT$132.8m from 3Q 2019). Profit margin: 5.1% (up from 0.4% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.