View Financial HealthDynamic Holding 배당 및 자사주 매입배당 기준 점검 0/6Dynamic Holding 은(는) 현재 수익률이 0.6% 인 배당금 지급 회사입니다.핵심 정보0.6%배당 수익률-1.2%자사주 매입 수익률총 주주 수익률-0.6%미래 배당 수익률5.4%배당 성장률25.8%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향40%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • May 20Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 27 May 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (5.2%). In line with average of industry peers (3.4%).분석 기사 • Jul 04Dynamic Holding (TWSE:3715) Is Increasing Its Dividend To NT$1.50Dynamic Holding Co., Ltd.'s ( TWSE:3715 ) dividend will be increasing from last year's payment of the same period to...Upcoming Dividend • Jul 04Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 11 July 2024. Payment date: 08 August 2024. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Taiwanese dividend payers (4.2%). In line with average of industry peers (2.6%).분석 기사 • Jun 16Dynamic Holding (TWSE:3715) Is Paying Out A Larger Dividend Than Last YearDynamic Holding Co., Ltd.'s ( TWSE:3715 ) dividend will be increasing from last year's payment of the same period to...Declared Dividend • Jun 15Dividend increased to NT$1.50Dividend of NT$1.50 is 88% higher than last year. Ex-date: 11th July 2024 Payment date: 8th August 2024 Dividend yield will be 2.4%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 55% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 8.5% over the next year, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jul 06Upcoming dividend of NT$0.80 per share at 2.6% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 10 August 2023. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (4.2%).모든 업데이트 보기Recent updatesPrice Target Changed • May 08Price target increased by 13% to NT$260Up from NT$230, the current price target is provided by 1 analyst. New target price is 44% above last closing price of NT$181. Stock is up 311% over the past year. The company is forecast to post earnings per share of NT$4.26 for next year compared to NT$2.70 last year.Major Estimate Revision • May 08Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from NT$25.7b to NT$27.8b. EPS estimate fell from NT$4.78 to NT$4.26 per share. Net income forecast to grow 61% next year vs 41% growth forecast for Electronic industry in Taiwan. Consensus price target up from NT$230 to NT$260. Share price rose 3.7% to NT$181 over the past week.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$172, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 719% over the past three years.공지 • Apr 02Dynamic Holding Co., Ltd., Annual General Meeting, Jun 26, 2026Dynamic Holding Co., Ltd., Annual General Meeting, Jun 26, 2026. Location: b1 floor no,108, sec.1 nan k`an rd., lujhu district, taoyuan city TaiwanReported Earnings • Mar 14Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: NT$2.70 (down from NT$3.78 in FY 2024). Revenue: NT$19.5b (up 9.4% from FY 2024). Net income: NT$749.0m (down 29% from FY 2024). Profit margin: 3.9% (down from 5.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 34%. 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 110% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$156, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 900% over the past three years.Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$145, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 843% over the past three years.Reported Earnings • Nov 15Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: NT$0.51 (down from NT$0.93 in 3Q 2024). Revenue: NT$4.84b (up 1.9% from 3Q 2024). Net income: NT$141.6m (down 45% from 3Q 2024). Profit margin: 2.9% (down from 5.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 53%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 90% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$112, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 582% over the past three years.Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$111, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 500% over the past three years.Reported Earnings • Aug 07Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: NT$0.93 (down from NT$1.23 in 2Q 2024). Revenue: NT$4.63b (up 9.5% from 2Q 2024). Net income: NT$258.4m (down 24% from 2Q 2024). Profit margin: 5.6% (down from 8.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.1%. Earnings per share (EPS) also surpassed analyst estimates by 43%. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 31Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$79.00, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 348% over the past three years.Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$57.30, 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 225% over the past three years.Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$48.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 122% over the past three years.New Risk • Jun 24New 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 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (11% operating cash flow to total debt). High level of non-cash earnings (29% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.9% average weekly change).Upcoming Dividend • May 20Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 27 May 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (5.2%). In line with average of industry peers (3.4%).Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.96 (vs NT$1.02 in 1Q 2024)First quarter 2025 results: EPS: NT$0.96 (down from NT$1.02 in 1Q 2024). Revenue: NT$4.56b (up 9.2% from 1Q 2024). Net income: NT$265.8m (down 6.0% from 1Q 2024). Profit margin: 5.8% (down from 6.8% 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 28% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$44.90, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 128% over the past three years.공지 • Apr 19Dynamic Holding Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025Dynamic Holding Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$38.85, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.분석 기사 • Mar 31The Market Doesn't Like What It Sees From Dynamic Holding Co., Ltd.'s (TWSE:3715) Earnings Yet As Shares Tumble 25%The Dynamic Holding Co., Ltd. ( TWSE:3715 ) share price has fared very poorly over the last month, falling by a...분석 기사 • Mar 19Dynamic Holding's (TWSE:3715) Solid Earnings May Rest On Weak FoundationsDynamic Holding Co., Ltd.'s ( TWSE:3715 ) stock didn't jump after it announced some healthy earnings. We think that...Reported Earnings • Mar 15Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: NT$3.78 (up from NT$3.61 in FY 2023). Revenue: NT$17.8b (up 13% from FY 2023). Net income: NT$1.05b (up 4.7% from FY 2023). Profit margin: 5.9% (down from 6.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 14%. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 34% per year.New Risk • Mar 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 72% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Risks Earnings are forecast to decline by an average of 72% per year for the foreseeable future. High level of non-cash earnings (27% accrual ratio). Minor Risks High level of debt (100% net debt to equity). Paying a dividend despite having no free cash flows.공지 • Feb 27Dynamic Holding Co., Ltd., Annual General Meeting, May 22, 2025Dynamic Holding Co., Ltd., Annual General Meeting, May 22, 2025. Location: b1 floor no,108, sec.1 nan k`an rd., lujhu district, taoyuan city Taiwan공지 • Feb 19Dynamic Holding Co., Ltd. to Report Fiscal Year 2024 Results on Feb 26, 2025Dynamic Holding Co., Ltd. announced that they will report fiscal year 2024 results on Feb 26, 2025Reported Earnings • Nov 13Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: NT$0.93 (down from NT$1.51 in 3Q 2023). Revenue: NT$4.75b (up 13% from 3Q 2023). Net income: NT$257.4m (down 39% from 3Q 2023). Profit margin: 5.4% (down from 10.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 22%. Revenue is forecast to grow 9.5% 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 38% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.공지 • Oct 21Dynamic Holding Co., Ltd. to Report Q3, 2024 Results on Oct 27, 2024Dynamic Holding Co., Ltd. announced that they will report Q3, 2024 results on Oct 27, 2024분석 기사 • Sep 23Here's Why Dynamic Holding (TWSE:3715) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$76.30, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 268% over the past three years.분석 기사 • Sep 05Dynamic Holding Co., Ltd.'s (TWSE:3715) Shares Bounce 32% But Its Business Still Trails The MarketDynamic Holding Co., Ltd. ( TWSE:3715 ) shareholders would be excited to see that the share price has had a great...분석 기사 • Aug 07We Think That There Are Issues Underlying Dynamic Holding's (TWSE:3715) EarningsDynamic Holding Co., Ltd.'s ( TWSE:3715 ) robust earnings report didn't manage to move the market for its stock. We did...Reported Earnings • Aug 02Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: NT$1.23 (up from NT$0.85 in 2Q 2023). Revenue: NT$4.23b (up 16% from 2Q 2023). Net income: NT$340.2m (up 44% from 2Q 2023). Profit margin: 8.0% (up from 6.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) exceeded analyst estimates by 15%. Revenue is forecast to grow 8.7% 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 44% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.분석 기사 • Jul 22Dynamic Holding Co., Ltd.'s (TWSE:3715) Low P/E No Reason For ExcitementDynamic Holding Co., Ltd.'s ( TWSE:3715 ) price-to-earnings (or "P/E") ratio of 12.5x might make it look like a buy...분석 기사 • Jul 04Dynamic Holding (TWSE:3715) Is Increasing Its Dividend To NT$1.50Dynamic Holding Co., Ltd.'s ( TWSE:3715 ) dividend will be increasing from last year's payment of the same period to...Upcoming Dividend • Jul 04Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 11 July 2024. Payment date: 08 August 2024. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Taiwanese dividend payers (4.2%). In line with average of industry peers (2.6%).분석 기사 • Jun 16Dynamic Holding (TWSE:3715) Is Paying Out A Larger Dividend Than Last YearDynamic Holding Co., Ltd.'s ( TWSE:3715 ) dividend will be increasing from last year's payment of the same period to...Declared Dividend • Jun 15Dividend increased to NT$1.50Dividend of NT$1.50 is 88% higher than last year. Ex-date: 11th July 2024 Payment date: 8th August 2024 Dividend yield will be 2.4%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 55% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 8.5% over the next year, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • May 10Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from NT$5.43 to NT$4.31 per share. Revenue forecast steady at NT$17.8b. Net income forecast to grow 52% next year vs 33% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$81.00 to NT$70.00. Share price fell 2.7% to NT$62.10 over the past week.Reported Earnings • May 03First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: EPS: NT$0.34 (down from NT$0.34 in 1Q 2023). Revenue: NT$3.68b (flat on 1Q 2023). Net income: NT$95.5m (flat on 1Q 2023). Profit margin: 2.6% (in line with 1Q 2023). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$61.20, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 202% over the past three years.Board Change • Apr 18Less 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 Vincent Weng 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.New Risk • Apr 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (71% net debt to equity). Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change).Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$79.80, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 315% over the past three years.분석 기사 • Apr 02Cautious Investors Not Rewarding Dynamic Holding Co., Ltd.'s (TWSE:3715) Performance CompletelyIt's not a stretch to say that Dynamic Holding Co., Ltd.'s ( TWSE:3715 ) price-to-earnings (or "P/E") ratio of 21.5x...Reported Earnings • Mar 03Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: NT$3.61 (up from NT$1.97 in FY 2022). Revenue: NT$15.7b (up 2.7% from FY 2022). Net income: NT$1.00b (up 83% from FY 2022). Profit margin: 6.4% (up from 3.6% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.공지 • Feb 28Dynamic Holding Co., Ltd., Annual General Meeting, May 16, 2024Dynamic Holding Co., Ltd., Annual General Meeting, May 16, 2024. Location: B1, No. 108, Section 1, Nankan Road, Luzhu District, Taoyuan City China Agenda: To consider 2023 Business Report; to consider 2023 Audit Committee Audit Report; to consider 2023 Annual Cash Dividend Distribution Report; to consider The Distribution Report of Compensation of the Employees and Directors for the Year 2023; to consider Mainland investment situation report.Valuation Update With 7 Day Price Move • Dec 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$92.40, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 373% over the past three years.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$93.40, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 382% over the past three years.Reported Earnings • Nov 08Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: NT$1.51 (up from NT$0.44 in 3Q 2022). Revenue: NT$4.21b (up 9.4% from 3Q 2022). Net income: NT$419.3m (up 244% from 3Q 2022). Profit margin: 10.0% (up from 3.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.8%. Earnings per share (EPS) exceeded analyst estimates by 96%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.공지 • Nov 04Dynamic Holding Co., Ltd. Announces Change of Corporate Governance OfficerDynamic Holding Co., Ltd. announced the appointment of Cindy Hsieh, Accounting Manager of the Company as Corporate Governance Officer. Name, title, and resume of the previous position holder: Jean Liu, President and Spokesperson of the Company. Reason for the change: Position adjustment. Effective date: November 3, 2023.Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$99.70, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 457% over the past three years.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$77.30, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 331% over the past three years.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$68.80, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 262% over the past three years.Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improves as stock rises 31%After last week's 31% share price gain to NT$40.55, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 125% over the past three years.Reported Earnings • Aug 06Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: NT$0.85 (up from NT$0.63 in 2Q 2022). Revenue: NT$3.65b (up 1.8% from 2Q 2022). Net income: NT$236.5m (up 36% from 2Q 2022). Profit margin: 6.5% (up from 4.8% in 2Q 2022). Revenue missed analyst estimates by 14%. Earnings per share (EPS) exceeded analyst estimates by 57%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$32.55, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 80% over the past three years.Upcoming Dividend • Jul 06Upcoming dividend of NT$0.80 per share at 2.6% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 10 August 2023. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (4.2%).공지 • Jun 14Dynamic Holding Co., Ltd. Declares Cash Dividend, Payable on August 10, 2023Dynamic Holding Co., Ltd. declares cash dividend of TWD 0.8 per share, payable on August 10, 2023. Ex-rights (ex-dividend) trading date is July 13, 2023 and record date is July 20, 2023.공지 • May 19+ 1 more updateDynamic Holding Co., Ltd. Announces New Members of the Audit CommitteeDynamic Holding Co., Ltd. announced the New Members of the Audit Committee of the Company. Resume of the new position holder: Yi-Chia Chiu,Independent Director of Dynamic Electronics Co., Ltd. Vincent Lin, Independent Director of Dynamic Electronics Co., Ltd. Cheryl Chien, Independent Director of Dynamic Electronics Co., Ltd. and Vincent Weng, Independent Director of Dynamic Electronics Co., Ltd. Effective date of the new member is May 18, 2023.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$21.35, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 37% over the past three years.Reported Earnings • Mar 18Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: NT$1.97 (up from NT$1.70 in FY 2021). Revenue: NT$15.3b (down 2.9% from FY 2021). Net income: NT$547.2m (up 16% from FY 2021). Profit margin: 3.6% (up from 3.0% in FY 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.9%. Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Electronic industry in Taiwan. 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 8% per year, which means it is well ahead of earnings.Price Target Changed • Nov 16Price target decreased to NT$24.00Down from NT$30.00, the current price target is provided by 1 analyst. New target price is 37% above last closing price of NT$17.55. Stock is down 20% over the past year. The company is forecast to post earnings per share of NT$2.14 for next year compared to NT$1.70 last year.Reported Earnings • Nov 07Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: NT$0.44 (down from NT$0.56 in 3Q 2021). Revenue: NT$3.85b (down 6.6% from 3Q 2021). Net income: NT$122.0m (down 21% from 3Q 2021). Profit margin: 3.2% (down from 3.8% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 8.3%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 1% per year.공지 • Oct 22Dynamic Holding Co., Ltd. Announces Management ChangesDynamic Holding Co., Ltd. announced the appoints new members to remuneration committees. They are Mr. Vincent Weng, Independent Director of Dynamic Electronics Co., Ltd, Mr. Yi-Chia Chiu, Independent Director of Dynamic Electronics Co., Ltd, Mr. Vincent Lin, Independent Director of Dynamic Electronics Co., Ltd. and Ms. Cheryl Chien, Independent Director of Dynamic Electronics Co., Ltd. Effective date of the new member is October 20, 2022.공지 • Aug 26+ 3 more updatesDynamic Holding Co., Ltd. Obtains Registration from MOEADynamic Holding Co., Ltd. has been approved by the Ministry of Economic Affairs for company establishment registration on August 25, 2022. The relevant establishment registration information is as follows: Approval letter number: Letter No. 1101162990 dated August 25, 2022. Date of establishment and registration: August 25, 2022.Major Estimate Revision • Aug 20Consensus revenue estimates fall by 11%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$17.3b to NT$15.4b. EPS estimate fell from NT$2.57 to NT$2.14 per share. Net income forecast to grow 2.7% next year vs 4.6% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$30.00 to NT$24.00. Share price was steady at NT$20.30 over the past week.Reported Earnings • Aug 08Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: NT$0.63 (up from NT$0.55 in 2Q 2021). Revenue: NT$3.59b (down 8.4% from 2Q 2021). Net income: NT$173.7m (up 14% from 2Q 2021). Profit margin: 4.8% (up from 3.9% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) exceeded analyst estimates by 45%. Over the next year, revenue is forecast to grow 14%, compared to a 8.7% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 18% per year.Price Target Changed • Aug 05Price target increased to NT$30.00Up from NT$26.50, the current price target is provided by 1 analyst. New target price is 51% above last closing price of NT$19.90. Stock is down 14% over the past year. The company is forecast to post earnings per share of NT$2.57 for next year compared to NT$1.70 last year.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to NT$20.00, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Electronic industry in Taiwan. Total returns to shareholders of 101% over the past three years.Upcoming Dividend • Jul 05Upcoming dividend of NT$0.70 per shareEligible shareholders must have bought the stock before 12 July 2022. Payment date: 08 August 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (6.7%). Lower than average of industry peers (5.0%).공지 • Jun 26Dynamic Electronics Co., Ltd. Announces Dividend Distribution ChangesDynamic Electronics Co., Ltd. announced cash dividend of cash dividend of TWD 194,262,852, TWD 0.7 is distributed per share, after the change dividend of TWD 194,262,852, TWD 0.69994541 is distributed per share. Reason for the change: As the company issued the second domestic unsecured convertible bonds and its creditors applied for conversion of common shares, which affected the total number of outstanding shares. According to the resolution of the board of directors on 2022 02 23, the chairman was authorized to adjust the cash dividend payout ratio.Board Change • May 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Vincent Weng 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 • May 11First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: NT$0.60 (up from NT$0.062 in 1Q 2021). Revenue: NT$4.09b (up 15% from 1Q 2021). Net income: NT$165.3m (up NT$148.0m from 1Q 2021). Profit margin: 4.0% (up from 0.5% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Over the next year, revenue is forecast to grow 9.2%, compared to a 10.0% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 30% per year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Wenxin Weng 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.공지 • Feb 25+ 1 more updateDynamic Electronics Co., Ltd. Resolves Dividend Distribution for the Period from January 1, 2021, to December 31, 2021The board of directors of Dynamic Electronics Co., Ltd. resolved a dividend distribution of TWD 0.7 per share for the period from January 1, 2021, to December 31, 2021. Total amount of cash distributed to shareholders is TWD 194,262,852.Reported Earnings • Feb 24Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: NT$1.70 (down from NT$2.58 in FY 2020). Revenue: NT$15.8b (up 25% from FY 2020). Net income: NT$470.5m (down 31% from FY 2020). Profit margin: 3.0% (down from 5.4% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 5.3%. Over the next year, revenue is forecast to grow 9.9%, compared to a 8.7% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Board Change • Dec 15Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Wenxin Weng 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 04Third quarter 2021 earnings released: EPS NT$0.56 (vs NT$0.13 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$4.12b (up 23% from 3Q 2020). Net income: NT$154.7m (up 323% from 3Q 2020). Profit margin: 3.8% (up from 1.1% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$23.30, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 121% over the past three years.Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS NT$0.55 (vs NT$0.41 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$3.92b (up 44% from 2Q 2020). Net income: NT$152.2m (up 46% from 2Q 2020). Profit margin: 3.9% (up from 3.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 29Upcoming dividend of NT$0.40 per shareEligible shareholders must have bought the stock before 05 August 2021. Payment date: 10 September 2021. Trailing yield: 1.8%. Lower than top quartile of Taiwanese dividend payers (5.0%). Lower than average of industry peers (3.0%).Executive Departure • Jul 23Independent Director Heng-Yih Liu has left the companyOn the 20th of July, Heng-Yih Liu's tenure as Independent Director ended after 6.2 years in the role. We don't have any record of a personal shareholding under Heng-Yih's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 4.58 years.Executive Departure • Jul 22Independent Director Vivien Liu has left the companyOn the 20th of July, Vivien Liu's tenure as Independent Director ended after 3.1 years in the role. We don't have any record of a personal shareholding under Vivien's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 4.58 years.Reported Earnings • May 09First quarter 2021 earnings released: EPS NT$0.06 (vs NT$2.17 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$3.56b (up 17% from 1Q 2020). Net income: NT$17.3m (down 97% from 1Q 2020). Profit margin: 0.5% (down from 18% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$20.25, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 103% over the past three years.분석 기사 • Apr 05Dynamic Electronics Co., Ltd.'s (TPE:6251) 1.9% Dividend Yield Looks Pretty InterestingToday we'll take a closer look at Dynamic Electronics Co., Ltd. ( TPE:6251 ) from a dividend investor's perspective...분석 기사 • Mar 17What Do The Returns At Dynamic Electronics (TPE:6251) Mean Going Forward?There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Analyst Estimate Surprise Post Earnings • Mar 01Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.05%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Over the next year, revenue is forecast to grow 11%, compared to a 16% growth forecast for the Electronic industry in Taiwan.공지 • Feb 27Dynamic Electronics Co., Ltd., Annual General Meeting, May 28, 2021Dynamic Electronics Co., Ltd., Annual General Meeting, May 28, 2021. Location: Monarch Skyline Hotel, Purple Cloud Hall 1 B1, No.108. Sec 1, Nankan Rd, Luzhu Dist. Taoyuan City Taiwan Agenda: To consider the Business report of financial year 2020; to consider the audit Committee's review report of financial year 2020; to consider Cash dividends issuance of the surplus in year 2020; to consider Issuance of employee compensation and directors' compensation of year 2020; to consider Implementation of Investments in the PRC; to consider Amendments to some of the provisions of the ”Ethical Management Policy”; to consider Implementation results of the capital reduction and loss make-up case passed at the special shareholders meeting in 2020 and the Sound Business Plan; to consider Adoption of 2020 Business Report and Financial Statements; and to consider other matters.Reported Earnings • Feb 27Full year 2020 earnings released: EPS NT$2.58 (vs NT$0.62 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$12.6b (down 8.0% from FY 2019). Net income: NT$679.1m (up 337% from FY 2019). Profit margin: 5.4% (up from 1.1% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.분석 기사 • Feb 23Dynamic Electronics (TPE:6251) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Feb 02We're Not So Sure You Should Rely on Dynamic Electronics' (TPE:6251) Statutory EarningsStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 3715 TW 시장에서 주목할만한 배당금을 지급하지 않으므로 지급이 안정적인지 확인할 필요가 없습니다.배당금 증가: 3715 TW 시장에서 주목할만한 배당금을 지급하지 않으므로 지급액이 증가하는지 확인할 필요가 없습니다.배당 수익률 vs 시장Dynamic Holding 배당 수익률 vs 시장3715의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (3715)0.6%시장 하위 25% (TW)1.5%시장 상위 25% (TW)5.0%업계 평균 (Electronic)1.4%분석가 예측 (3715) (최대 3년)5.4%주목할만한 배당금: 3715 의 배당금( 0.6% )은 TW 시장에서 배당금 지급자의 하위 25%( 1.48% )와 비교해 주목할 만하지 않습니다.고배당: 3715 의 배당금( 0.6% )은 TW 시장에서 배당금 지급자의 상위 25%( 5% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 3715 TW 시장에서 주목할만한 배당금을 지급하지 않습니다.주주 현금 배당현금 흐름 범위: 3715 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 분석2026/05/09 22:02종가2026/05/08 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 소스Dynamic Holding Co., Ltd.는 3명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Mike YangBofA Global Researchnull nullKGI Securities Co. Ltd.Siliang LiuYuanta Research
Upcoming Dividend • May 20Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 27 May 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (5.2%). In line with average of industry peers (3.4%).
분석 기사 • Jul 04Dynamic Holding (TWSE:3715) Is Increasing Its Dividend To NT$1.50Dynamic Holding Co., Ltd.'s ( TWSE:3715 ) dividend will be increasing from last year's payment of the same period to...
Upcoming Dividend • Jul 04Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 11 July 2024. Payment date: 08 August 2024. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Taiwanese dividend payers (4.2%). In line with average of industry peers (2.6%).
분석 기사 • Jun 16Dynamic Holding (TWSE:3715) Is Paying Out A Larger Dividend Than Last YearDynamic Holding Co., Ltd.'s ( TWSE:3715 ) dividend will be increasing from last year's payment of the same period to...
Declared Dividend • Jun 15Dividend increased to NT$1.50Dividend of NT$1.50 is 88% higher than last year. Ex-date: 11th July 2024 Payment date: 8th August 2024 Dividend yield will be 2.4%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 55% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 8.5% over the next year, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jul 06Upcoming dividend of NT$0.80 per share at 2.6% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 10 August 2023. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (4.2%).
Price Target Changed • May 08Price target increased by 13% to NT$260Up from NT$230, the current price target is provided by 1 analyst. New target price is 44% above last closing price of NT$181. Stock is up 311% over the past year. The company is forecast to post earnings per share of NT$4.26 for next year compared to NT$2.70 last year.
Major Estimate Revision • May 08Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from NT$25.7b to NT$27.8b. EPS estimate fell from NT$4.78 to NT$4.26 per share. Net income forecast to grow 61% next year vs 41% growth forecast for Electronic industry in Taiwan. Consensus price target up from NT$230 to NT$260. Share price rose 3.7% to NT$181 over the past week.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$172, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 719% over the past three years.
공지 • Apr 02Dynamic Holding Co., Ltd., Annual General Meeting, Jun 26, 2026Dynamic Holding Co., Ltd., Annual General Meeting, Jun 26, 2026. Location: b1 floor no,108, sec.1 nan k`an rd., lujhu district, taoyuan city Taiwan
Reported Earnings • Mar 14Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: NT$2.70 (down from NT$3.78 in FY 2024). Revenue: NT$19.5b (up 9.4% from FY 2024). Net income: NT$749.0m (down 29% from FY 2024). Profit margin: 3.9% (down from 5.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 34%. 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 110% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$156, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 900% over the past three years.
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$145, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 843% over the past three years.
Reported Earnings • Nov 15Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: NT$0.51 (down from NT$0.93 in 3Q 2024). Revenue: NT$4.84b (up 1.9% from 3Q 2024). Net income: NT$141.6m (down 45% from 3Q 2024). Profit margin: 2.9% (down from 5.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 53%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 90% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 24%After last week's 24% share price gain to NT$112, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 582% over the past three years.
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$111, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 500% over the past three years.
Reported Earnings • Aug 07Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: NT$0.93 (down from NT$1.23 in 2Q 2024). Revenue: NT$4.63b (up 9.5% from 2Q 2024). Net income: NT$258.4m (down 24% from 2Q 2024). Profit margin: 5.6% (down from 8.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.1%. Earnings per share (EPS) also surpassed analyst estimates by 43%. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 31Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$79.00, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 348% over the past three years.
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$57.30, 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 225% over the past three years.
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$48.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 122% over the past three years.
New Risk • Jun 24New 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 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (11% operating cash flow to total debt). High level of non-cash earnings (29% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.9% average weekly change).
Upcoming Dividend • May 20Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 27 May 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (5.2%). In line with average of industry peers (3.4%).
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.96 (vs NT$1.02 in 1Q 2024)First quarter 2025 results: EPS: NT$0.96 (down from NT$1.02 in 1Q 2024). Revenue: NT$4.56b (up 9.2% from 1Q 2024). Net income: NT$265.8m (down 6.0% from 1Q 2024). Profit margin: 5.8% (down from 6.8% 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 28% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$44.90, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 128% over the past three years.
공지 • Apr 19Dynamic Holding Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025Dynamic Holding Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$38.85, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.
분석 기사 • Mar 31The Market Doesn't Like What It Sees From Dynamic Holding Co., Ltd.'s (TWSE:3715) Earnings Yet As Shares Tumble 25%The Dynamic Holding Co., Ltd. ( TWSE:3715 ) share price has fared very poorly over the last month, falling by a...
분석 기사 • Mar 19Dynamic Holding's (TWSE:3715) Solid Earnings May Rest On Weak FoundationsDynamic Holding Co., Ltd.'s ( TWSE:3715 ) stock didn't jump after it announced some healthy earnings. We think that...
Reported Earnings • Mar 15Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: NT$3.78 (up from NT$3.61 in FY 2023). Revenue: NT$17.8b (up 13% from FY 2023). Net income: NT$1.05b (up 4.7% from FY 2023). Profit margin: 5.9% (down from 6.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 14%. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 34% per year.
New Risk • Mar 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 72% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Risks Earnings are forecast to decline by an average of 72% per year for the foreseeable future. High level of non-cash earnings (27% accrual ratio). Minor Risks High level of debt (100% net debt to equity). Paying a dividend despite having no free cash flows.
공지 • Feb 27Dynamic Holding Co., Ltd., Annual General Meeting, May 22, 2025Dynamic Holding Co., Ltd., Annual General Meeting, May 22, 2025. Location: b1 floor no,108, sec.1 nan k`an rd., lujhu district, taoyuan city Taiwan
공지 • Feb 19Dynamic Holding Co., Ltd. to Report Fiscal Year 2024 Results on Feb 26, 2025Dynamic Holding Co., Ltd. announced that they will report fiscal year 2024 results on Feb 26, 2025
Reported Earnings • Nov 13Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: NT$0.93 (down from NT$1.51 in 3Q 2023). Revenue: NT$4.75b (up 13% from 3Q 2023). Net income: NT$257.4m (down 39% from 3Q 2023). Profit margin: 5.4% (down from 10.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 22%. Revenue is forecast to grow 9.5% 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 38% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Oct 21Dynamic Holding Co., Ltd. to Report Q3, 2024 Results on Oct 27, 2024Dynamic Holding Co., Ltd. announced that they will report Q3, 2024 results on Oct 27, 2024
분석 기사 • Sep 23Here's Why Dynamic Holding (TWSE:3715) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$76.30, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 268% over the past three years.
분석 기사 • Sep 05Dynamic Holding Co., Ltd.'s (TWSE:3715) Shares Bounce 32% But Its Business Still Trails The MarketDynamic Holding Co., Ltd. ( TWSE:3715 ) shareholders would be excited to see that the share price has had a great...
분석 기사 • Aug 07We Think That There Are Issues Underlying Dynamic Holding's (TWSE:3715) EarningsDynamic Holding Co., Ltd.'s ( TWSE:3715 ) robust earnings report didn't manage to move the market for its stock. We did...
Reported Earnings • Aug 02Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: NT$1.23 (up from NT$0.85 in 2Q 2023). Revenue: NT$4.23b (up 16% from 2Q 2023). Net income: NT$340.2m (up 44% from 2Q 2023). Profit margin: 8.0% (up from 6.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) exceeded analyst estimates by 15%. Revenue is forecast to grow 8.7% 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 44% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jul 22Dynamic Holding Co., Ltd.'s (TWSE:3715) Low P/E No Reason For ExcitementDynamic Holding Co., Ltd.'s ( TWSE:3715 ) price-to-earnings (or "P/E") ratio of 12.5x might make it look like a buy...
분석 기사 • Jul 04Dynamic Holding (TWSE:3715) Is Increasing Its Dividend To NT$1.50Dynamic Holding Co., Ltd.'s ( TWSE:3715 ) dividend will be increasing from last year's payment of the same period to...
Upcoming Dividend • Jul 04Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 11 July 2024. Payment date: 08 August 2024. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Taiwanese dividend payers (4.2%). In line with average of industry peers (2.6%).
분석 기사 • Jun 16Dynamic Holding (TWSE:3715) Is Paying Out A Larger Dividend Than Last YearDynamic Holding Co., Ltd.'s ( TWSE:3715 ) dividend will be increasing from last year's payment of the same period to...
Declared Dividend • Jun 15Dividend increased to NT$1.50Dividend of NT$1.50 is 88% higher than last year. Ex-date: 11th July 2024 Payment date: 8th August 2024 Dividend yield will be 2.4%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 55% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 8.5% over the next year, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • May 10Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from NT$5.43 to NT$4.31 per share. Revenue forecast steady at NT$17.8b. Net income forecast to grow 52% next year vs 33% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$81.00 to NT$70.00. Share price fell 2.7% to NT$62.10 over the past week.
Reported Earnings • May 03First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: EPS: NT$0.34 (down from NT$0.34 in 1Q 2023). Revenue: NT$3.68b (flat on 1Q 2023). Net income: NT$95.5m (flat on 1Q 2023). Profit margin: 2.6% (in line with 1Q 2023). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$61.20, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 202% over the past three years.
Board Change • Apr 18Less 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 Vincent Weng 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.
New Risk • Apr 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (71% net debt to equity). Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change).
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$79.80, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 315% over the past three years.
분석 기사 • Apr 02Cautious Investors Not Rewarding Dynamic Holding Co., Ltd.'s (TWSE:3715) Performance CompletelyIt's not a stretch to say that Dynamic Holding Co., Ltd.'s ( TWSE:3715 ) price-to-earnings (or "P/E") ratio of 21.5x...
Reported Earnings • Mar 03Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: NT$3.61 (up from NT$1.97 in FY 2022). Revenue: NT$15.7b (up 2.7% from FY 2022). Net income: NT$1.00b (up 83% from FY 2022). Profit margin: 6.4% (up from 3.6% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Feb 28Dynamic Holding Co., Ltd., Annual General Meeting, May 16, 2024Dynamic Holding Co., Ltd., Annual General Meeting, May 16, 2024. Location: B1, No. 108, Section 1, Nankan Road, Luzhu District, Taoyuan City China Agenda: To consider 2023 Business Report; to consider 2023 Audit Committee Audit Report; to consider 2023 Annual Cash Dividend Distribution Report; to consider The Distribution Report of Compensation of the Employees and Directors for the Year 2023; to consider Mainland investment situation report.
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$92.40, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 373% over the past three years.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$93.40, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 382% over the past three years.
Reported Earnings • Nov 08Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: NT$1.51 (up from NT$0.44 in 3Q 2022). Revenue: NT$4.21b (up 9.4% from 3Q 2022). Net income: NT$419.3m (up 244% from 3Q 2022). Profit margin: 10.0% (up from 3.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.8%. Earnings per share (EPS) exceeded analyst estimates by 96%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Nov 04Dynamic Holding Co., Ltd. Announces Change of Corporate Governance OfficerDynamic Holding Co., Ltd. announced the appointment of Cindy Hsieh, Accounting Manager of the Company as Corporate Governance Officer. Name, title, and resume of the previous position holder: Jean Liu, President and Spokesperson of the Company. Reason for the change: Position adjustment. Effective date: November 3, 2023.
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$99.70, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 457% over the past three years.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$77.30, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 331% over the past three years.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$68.80, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 262% over the past three years.
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improves as stock rises 31%After last week's 31% share price gain to NT$40.55, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 125% over the past three years.
Reported Earnings • Aug 06Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: NT$0.85 (up from NT$0.63 in 2Q 2022). Revenue: NT$3.65b (up 1.8% from 2Q 2022). Net income: NT$236.5m (up 36% from 2Q 2022). Profit margin: 6.5% (up from 4.8% in 2Q 2022). Revenue missed analyst estimates by 14%. Earnings per share (EPS) exceeded analyst estimates by 57%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$32.55, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 80% over the past three years.
Upcoming Dividend • Jul 06Upcoming dividend of NT$0.80 per share at 2.6% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 10 August 2023. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (4.2%).
공지 • Jun 14Dynamic Holding Co., Ltd. Declares Cash Dividend, Payable on August 10, 2023Dynamic Holding Co., Ltd. declares cash dividend of TWD 0.8 per share, payable on August 10, 2023. Ex-rights (ex-dividend) trading date is July 13, 2023 and record date is July 20, 2023.
공지 • May 19+ 1 more updateDynamic Holding Co., Ltd. Announces New Members of the Audit CommitteeDynamic Holding Co., Ltd. announced the New Members of the Audit Committee of the Company. Resume of the new position holder: Yi-Chia Chiu,Independent Director of Dynamic Electronics Co., Ltd. Vincent Lin, Independent Director of Dynamic Electronics Co., Ltd. Cheryl Chien, Independent Director of Dynamic Electronics Co., Ltd. and Vincent Weng, Independent Director of Dynamic Electronics Co., Ltd. Effective date of the new member is May 18, 2023.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$21.35, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 37% over the past three years.
Reported Earnings • Mar 18Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: NT$1.97 (up from NT$1.70 in FY 2021). Revenue: NT$15.3b (down 2.9% from FY 2021). Net income: NT$547.2m (up 16% from FY 2021). Profit margin: 3.6% (up from 3.0% in FY 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.9%. Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Electronic industry in Taiwan. 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 8% per year, which means it is well ahead of earnings.
Price Target Changed • Nov 16Price target decreased to NT$24.00Down from NT$30.00, the current price target is provided by 1 analyst. New target price is 37% above last closing price of NT$17.55. Stock is down 20% over the past year. The company is forecast to post earnings per share of NT$2.14 for next year compared to NT$1.70 last year.
Reported Earnings • Nov 07Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: NT$0.44 (down from NT$0.56 in 3Q 2021). Revenue: NT$3.85b (down 6.6% from 3Q 2021). Net income: NT$122.0m (down 21% from 3Q 2021). Profit margin: 3.2% (down from 3.8% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 8.3%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 1% per year.
공지 • Oct 22Dynamic Holding Co., Ltd. Announces Management ChangesDynamic Holding Co., Ltd. announced the appoints new members to remuneration committees. They are Mr. Vincent Weng, Independent Director of Dynamic Electronics Co., Ltd, Mr. Yi-Chia Chiu, Independent Director of Dynamic Electronics Co., Ltd, Mr. Vincent Lin, Independent Director of Dynamic Electronics Co., Ltd. and Ms. Cheryl Chien, Independent Director of Dynamic Electronics Co., Ltd. Effective date of the new member is October 20, 2022.
공지 • Aug 26+ 3 more updatesDynamic Holding Co., Ltd. Obtains Registration from MOEADynamic Holding Co., Ltd. has been approved by the Ministry of Economic Affairs for company establishment registration on August 25, 2022. The relevant establishment registration information is as follows: Approval letter number: Letter No. 1101162990 dated August 25, 2022. Date of establishment and registration: August 25, 2022.
Major Estimate Revision • Aug 20Consensus revenue estimates fall by 11%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$17.3b to NT$15.4b. EPS estimate fell from NT$2.57 to NT$2.14 per share. Net income forecast to grow 2.7% next year vs 4.6% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$30.00 to NT$24.00. Share price was steady at NT$20.30 over the past week.
Reported Earnings • Aug 08Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: NT$0.63 (up from NT$0.55 in 2Q 2021). Revenue: NT$3.59b (down 8.4% from 2Q 2021). Net income: NT$173.7m (up 14% from 2Q 2021). Profit margin: 4.8% (up from 3.9% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) exceeded analyst estimates by 45%. Over the next year, revenue is forecast to grow 14%, compared to a 8.7% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 18% per year.
Price Target Changed • Aug 05Price target increased to NT$30.00Up from NT$26.50, the current price target is provided by 1 analyst. New target price is 51% above last closing price of NT$19.90. Stock is down 14% over the past year. The company is forecast to post earnings per share of NT$2.57 for next year compared to NT$1.70 last year.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to NT$20.00, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Electronic industry in Taiwan. Total returns to shareholders of 101% over the past three years.
Upcoming Dividend • Jul 05Upcoming dividend of NT$0.70 per shareEligible shareholders must have bought the stock before 12 July 2022. Payment date: 08 August 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (6.7%). Lower than average of industry peers (5.0%).
공지 • Jun 26Dynamic Electronics Co., Ltd. Announces Dividend Distribution ChangesDynamic Electronics Co., Ltd. announced cash dividend of cash dividend of TWD 194,262,852, TWD 0.7 is distributed per share, after the change dividend of TWD 194,262,852, TWD 0.69994541 is distributed per share. Reason for the change: As the company issued the second domestic unsecured convertible bonds and its creditors applied for conversion of common shares, which affected the total number of outstanding shares. According to the resolution of the board of directors on 2022 02 23, the chairman was authorized to adjust the cash dividend payout ratio.
Board Change • May 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Vincent Weng 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 • May 11First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: NT$0.60 (up from NT$0.062 in 1Q 2021). Revenue: NT$4.09b (up 15% from 1Q 2021). Net income: NT$165.3m (up NT$148.0m from 1Q 2021). Profit margin: 4.0% (up from 0.5% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Over the next year, revenue is forecast to grow 9.2%, compared to a 10.0% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 30% per year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Wenxin Weng 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.
공지 • Feb 25+ 1 more updateDynamic Electronics Co., Ltd. Resolves Dividend Distribution for the Period from January 1, 2021, to December 31, 2021The board of directors of Dynamic Electronics Co., Ltd. resolved a dividend distribution of TWD 0.7 per share for the period from January 1, 2021, to December 31, 2021. Total amount of cash distributed to shareholders is TWD 194,262,852.
Reported Earnings • Feb 24Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: NT$1.70 (down from NT$2.58 in FY 2020). Revenue: NT$15.8b (up 25% from FY 2020). Net income: NT$470.5m (down 31% from FY 2020). Profit margin: 3.0% (down from 5.4% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 5.3%. Over the next year, revenue is forecast to grow 9.9%, compared to a 8.7% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Board Change • Dec 15Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Wenxin Weng 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 04Third quarter 2021 earnings released: EPS NT$0.56 (vs NT$0.13 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$4.12b (up 23% from 3Q 2020). Net income: NT$154.7m (up 323% from 3Q 2020). Profit margin: 3.8% (up from 1.1% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$23.30, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 121% over the past three years.
Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS NT$0.55 (vs NT$0.41 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$3.92b (up 44% from 2Q 2020). Net income: NT$152.2m (up 46% from 2Q 2020). Profit margin: 3.9% (up from 3.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 29Upcoming dividend of NT$0.40 per shareEligible shareholders must have bought the stock before 05 August 2021. Payment date: 10 September 2021. Trailing yield: 1.8%. Lower than top quartile of Taiwanese dividend payers (5.0%). Lower than average of industry peers (3.0%).
Executive Departure • Jul 23Independent Director Heng-Yih Liu has left the companyOn the 20th of July, Heng-Yih Liu's tenure as Independent Director ended after 6.2 years in the role. We don't have any record of a personal shareholding under Heng-Yih's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 4.58 years.
Executive Departure • Jul 22Independent Director Vivien Liu has left the companyOn the 20th of July, Vivien Liu's tenure as Independent Director ended after 3.1 years in the role. We don't have any record of a personal shareholding under Vivien's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 4.58 years.
Reported Earnings • May 09First quarter 2021 earnings released: EPS NT$0.06 (vs NT$2.17 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$3.56b (up 17% from 1Q 2020). Net income: NT$17.3m (down 97% from 1Q 2020). Profit margin: 0.5% (down from 18% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$20.25, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total returns to shareholders of 103% over the past three years.
분석 기사 • Apr 05Dynamic Electronics Co., Ltd.'s (TPE:6251) 1.9% Dividend Yield Looks Pretty InterestingToday we'll take a closer look at Dynamic Electronics Co., Ltd. ( TPE:6251 ) from a dividend investor's perspective...
분석 기사 • Mar 17What Do The Returns At Dynamic Electronics (TPE:6251) Mean Going Forward?There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Analyst Estimate Surprise Post Earnings • Mar 01Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.05%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Over the next year, revenue is forecast to grow 11%, compared to a 16% growth forecast for the Electronic industry in Taiwan.
공지 • Feb 27Dynamic Electronics Co., Ltd., Annual General Meeting, May 28, 2021Dynamic Electronics Co., Ltd., Annual General Meeting, May 28, 2021. Location: Monarch Skyline Hotel, Purple Cloud Hall 1 B1, No.108. Sec 1, Nankan Rd, Luzhu Dist. Taoyuan City Taiwan Agenda: To consider the Business report of financial year 2020; to consider the audit Committee's review report of financial year 2020; to consider Cash dividends issuance of the surplus in year 2020; to consider Issuance of employee compensation and directors' compensation of year 2020; to consider Implementation of Investments in the PRC; to consider Amendments to some of the provisions of the ”Ethical Management Policy”; to consider Implementation results of the capital reduction and loss make-up case passed at the special shareholders meeting in 2020 and the Sound Business Plan; to consider Adoption of 2020 Business Report and Financial Statements; and to consider other matters.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS NT$2.58 (vs NT$0.62 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$12.6b (down 8.0% from FY 2019). Net income: NT$679.1m (up 337% from FY 2019). Profit margin: 5.4% (up from 1.1% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
분석 기사 • Feb 23Dynamic Electronics (TPE:6251) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Feb 02We're Not So Sure You Should Rely on Dynamic Electronics' (TPE:6251) Statutory EarningsStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...