View Future GrowthCheng Mei Materials Technology 과거 순이익 실적과거 기준 점검 0/6Cheng Mei Materials Technology 의 수입은 연평균 -70.4%의 비율로 감소해 온 반면, Electronic 산업은 연평균 0.4%의 비율로 증가했습니다. 매출은 연평균 5.6%의 비율로 감소해 왔습니다.핵심 정보-70.42%순이익 성장률-70.65%주당순이익(EPS) 성장률Electronic 산업 성장률14.81%매출 성장률-5.57%자기자본이익률-19.13%순이익률-16.59%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 16First quarter 2026 earnings released: NT$0.27 loss per share (vs NT$0.41 loss in 1Q 2025)First quarter 2026 results: NT$0.27 loss per share (improved from NT$0.41 loss in 1Q 2025). Revenue: NT$1.82b (down 14% from 1Q 2025). Net loss: NT$155.1m (loss narrowed 33% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 118 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 06Full year 2025 earnings released: NT$2.58 loss per share (vs NT$0.47 loss in FY 2024)Full year 2025 results: NT$2.58 loss per share (further deteriorated from NT$0.47 loss in FY 2024). Revenue: NT$8.64b (down 3.2% from FY 2024). Net loss: NT$1.46b (loss widened 448% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 11Third quarter 2025 earnings released: NT$0.39 loss per share (vs NT$0.41 loss in 3Q 2024)Third quarter 2025 results: NT$0.39 loss per share (improved from NT$0.41 loss in 3Q 2024). Revenue: NT$2.16b (down 7.3% from 3Q 2024). Net loss: NT$219.3m (loss narrowed 5.7% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 07Second quarter 2025 earnings released: NT$1.32 loss per share (vs NT$0.012 loss in 2Q 2024)Second quarter 2025 results: NT$1.32 loss per share (further deteriorated from NT$0.012 loss in 2Q 2024). Revenue: NT$2.11b (down 16% from 2Q 2024). Net loss: NT$748.8m (loss widened NT$741.7m from 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.Reported Earnings • May 08First quarter 2025 earnings released: NT$0.41 loss per share (vs NT$0.006 profit in 1Q 2024)First quarter 2025 results: NT$0.41 loss per share (down from NT$0.006 profit in 1Q 2024). Revenue: NT$2.12b (up 11% from 1Q 2024). Net loss: NT$232.4m (down NT$235.8m from profit in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.공시 • Apr 27Cheng Mei Materials Technology Corporation to Report Q1, 2025 Results on May 05, 2025Cheng Mei Materials Technology Corporation announced that they will report Q1, 2025 results on May 05, 2025모든 업데이트 보기Recent updatesReported Earnings • May 16First quarter 2026 earnings released: NT$0.27 loss per share (vs NT$0.41 loss in 1Q 2025)First quarter 2026 results: NT$0.27 loss per share (improved from NT$0.41 loss in 1Q 2025). Revenue: NT$1.82b (down 14% from 1Q 2025). Net loss: NT$155.1m (loss narrowed 33% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 118 percentage points per year, which is a significant difference in performance.공시 • Apr 16Cheng Mei Materials Technology Corporation, Annual General Meeting, Jun 30, 2026Cheng Mei Materials Technology Corporation, Annual General Meeting, Jun 30, 2026, at 09:00 Taipei Standard Time. Location: no,112, min sheng rd., hsin huo li, sinshih district, tainan city TaiwanNew Risk • Apr 13New 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 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 67% per year over the past 5 years.New Risk • Mar 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 67% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).Reported Earnings • Mar 06Full year 2025 earnings released: NT$2.58 loss per share (vs NT$0.47 loss in FY 2024)Full year 2025 results: NT$2.58 loss per share (further deteriorated from NT$0.47 loss in FY 2024). Revenue: NT$8.64b (down 3.2% from FY 2024). Net loss: NT$1.46b (loss widened 448% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 11Third quarter 2025 earnings released: NT$0.39 loss per share (vs NT$0.41 loss in 3Q 2024)Third quarter 2025 results: NT$0.39 loss per share (improved from NT$0.41 loss in 3Q 2024). Revenue: NT$2.16b (down 7.3% from 3Q 2024). Net loss: NT$219.3m (loss narrowed 5.7% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 07Second quarter 2025 earnings released: NT$1.32 loss per share (vs NT$0.012 loss in 2Q 2024)Second quarter 2025 results: NT$1.32 loss per share (further deteriorated from NT$0.012 loss in 2Q 2024). Revenue: NT$2.11b (down 16% from 2Q 2024). Net loss: NT$748.8m (loss widened NT$741.7m from 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.Reported Earnings • May 08First quarter 2025 earnings released: NT$0.41 loss per share (vs NT$0.006 profit in 1Q 2024)First quarter 2025 results: NT$0.41 loss per share (down from NT$0.006 profit in 1Q 2024). Revenue: NT$2.12b (up 11% from 1Q 2024). Net loss: NT$232.4m (down NT$235.8m from profit in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.공시 • Apr 27Cheng Mei Materials Technology Corporation to Report Q1, 2025 Results on May 05, 2025Cheng Mei Materials Technology Corporation announced that they will report Q1, 2025 results on May 05, 2025공시 • Apr 16Cheng Mei Materials Technology Corporation announced a financing transactionCheng Mei Materials Technology Corporation announced a private placement to issue Convertible Bonds on April 14, 2025. The transaction has been approved by shareholders of company.Reported Earnings • Mar 19Full year 2024 earnings released: NT$0.47 loss per share (vs NT$0.99 loss in FY 2023)Full year 2024 results: NT$0.47 loss per share (improved from NT$0.99 loss in FY 2023). Revenue: NT$8.93b (down 3.4% from FY 2023). Net loss: NT$266.9m (loss narrowed 54% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.공시 • Mar 05Cheng Mei Materials Technology Corporation to Report Q4, 2024 Results on Mar 12, 2025Cheng Mei Materials Technology Corporation announced that they will report Q4, 2024 results on Mar 12, 2025공시 • Feb 10Cheng Mei Materials Technology Corporation Announces the Resignation of Wei-Chung Lian as PresidentCheng Mei Materials Technology Corporation announced the resignation of Wei-Chung Lian as President. Date of the board of directors resolution or date of occurrence of the change: February 9, 2025. Reason for president's resignation: Wei-Chung Lian has recently been subjected to malicious slander and baseless accusations by individuals claiming to represent foreign investment institutions, falsely alleging poor creditworthiness and other defamatory claims. Despite having taken all necessary measures to clarify the facts and defend my rights, the judicial process requires time to reach a conclusion. To prevent these malicious actors from abusing the judicial system and exploiting the legal proceedings to spread falsehoods, thereby causing undue harm to the Company and its investors, Wei-Chung Lian hereby tender resignation as President of the Company, effective immediately.공시 • Jan 25Cheng Mei Materials Technology Corporation Announces Resignation of Wei-Zhou Chen as Member of Sustainable Development CommitteeCheng Mei Materials Technology Corporation announced resignation of Wei-Zhou Chen as Sustainable Development Committee member.공시 • Jan 24+ 1 more updateCheng Mei Materials Technology Corporation, Annual General Meeting, May 27, 2025Cheng Mei Materials Technology Corporation, Annual General Meeting, May 27, 2025, at 09:00 Taipei Standard Time. Location: no,12, chung hsin e. rd., sinshih district, tainan city TaiwanNew Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Board Change • Dec 07Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 9 non-independent directors. Independent Director Heng-Zhen Ho was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공시 • Oct 26Cheng Mei Materials Technology Corporation to Report Q3, 2024 Results on Nov 04, 2024Cheng Mei Materials Technology Corporation announced that they will report Q3, 2024 results on Nov 04, 2024공시 • Jul 29Cheng Mei Materials Technology Corporation to Report Q2, 2024 Results on Aug 05, 2024Cheng Mei Materials Technology Corporation announced that they will report Q2, 2024 results on Aug 05, 2024공시 • Jun 26+ 2 more updatesCheng Mei Materials Technology Corporation Announces Financial Officer ChangesCheng Mei Materials Technology Corporation announced the change of financial officer. Name, title, and resume of the previous position holder: Pei-Ming Huang/Director of Finance Dep.of CMMT. Name, title, and resume of the new position holder: Financial officer: Wei-Chung Lian/President of CMMT Accounting officer: Shih-Hua Chang/manager of accounting dep. of CMMT. Reason for the change: position adjustment. Effective date: June 25, 2024.공시 • Apr 30Cheng Mei Materials Technology Corporation to Report Q1, 2024 Results on May 06, 2024Cheng Mei Materials Technology Corporation announced that they will report Q1, 2024 results at 9:00 AM, Taipei Standard Time on May 06, 2024공시 • Mar 06Cheng Mei Materials Technology Corporation Appoints Grace Sung as Chief Operating OfficerCheng Mei Materials Technology Corporation approved the appointment of Grace Sung as Chief Operating Officer, effective March 5, 2024.공시 • Feb 27Cheng Mei Materials Technology Corporation, Annual General Meeting, Jun 07, 2024Cheng Mei Materials Technology Corporation, Annual General Meeting, Jun 07, 2024. Location: Audio Visual Conference Hall No.12, Zhongxin E. Rd., Xinshi Dist Tainan City Taiwan Agenda: To consider 2023 Business Report; to consider 2023 Audit Committee's Review Report. to consider Report on Acquisition of securities from related party of the Company; to consider Report on Remuneration to directors; to consider Amendment to the Company’s Articles of Incorporation; to consider Removal of the non-compete clause for directors.공시 • Jan 30Cheng Mei Materials Technology Corporation (TWSE:4960) acquired an unknown stake in Opals Chemical Technology Ltd. from Advanced Echem Materials Company Limited (TPEX:4749) for approximately TWD 310 million.Cheng Mei Materials Technology Corporation (TWSE:4960) acquired an unknown stake in Opals Chemical Technology Ltd. from Advanced Echem Materials Company Limited (TPEX:4749) for approximately TWD 310 million on January 29, 2024. Cheng Mei Materials Technology Corporation (TWSE:4960) completed the acquisition of an unknown stake in Opals Chemical Technology Ltd. from Advanced Echem Materials Company Limited (TPEX:4749) on January 29, 2024.공시 • Jun 30Cheng Mei Materials Technology Corporation Announces Dividend Changes, Payable on August 11, 2023Cheng Mei Materials Technology Corporation announced cash dividend changes from TWD 0.25493723 share to TWD 0.30026680 per share total cash dividend of TWD 171,864,534. With ex-dividend date of July 17, 2023, record date July 23, 2023 and distribution date is on August 11, 2023.Reported Earnings • May 16First quarter 2023 earnings released: NT$0.30 loss per share (vs NT$0.21 profit in 1Q 2022)First quarter 2023 results: NT$0.30 loss per share (down from NT$0.21 profit in 1Q 2022). Revenue: NT$1.86b (down 33% from 1Q 2022). Net loss: NT$192.9m (down 259% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.공시 • May 09Cheng Mei Materials Technology Corporation Announces CFO ChangesCheng Mei Materials Technology Corporation announced name, title, and resume of the new position holder: acting spokesperson: Pei-Ming Huang, CFO of the Company. Name, title, and resume of the new position holder: spokesperson: Pei-Ming Huang, CFO of the Company. acting spokesperson: Lucius Ma, corporate governance officer of the Company. Effective date is May 8, 2023.Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to NT$11.55, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 14x in the Electronic industry in Taiwan. Total returns to shareholders of 65% over the past three years.Upcoming Dividend • Apr 07Upcoming dividend of NT$1.50 per share at 2.0% yieldEligible shareholders must have bought the stock before 14 April 2023. Payment date: 28 April 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (5.8%). Lower than average of industry peers (4.5%).Reported Earnings • Feb 17Full year 2022 earnings released: EPS: NT$0.69 (vs NT$1.15 in FY 2021)Full year 2022 results: EPS: NT$0.69 (down from NT$1.15 in FY 2021). Revenue: NT$9.50b (down 15% from FY 2021). Net income: NT$462.1m (down 39% from FY 2021). Profit margin: 4.9% (down from 6.9% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.공시 • Dec 31Cheng Mei Materials Technology Corporation Establishes the Sustainable Development Committee and Appoint Members of Sustainable Development CommitteeCheng Mei Materials Technology Corporation appointed Jau-Yang Ho/Chairman of Cheng Mei Materials Tech Corp. Wei-Ting Liu/Independent director of Cheng Mei Materials Tech Corp. Juu-En Chang/Independent director of Cheng Mei Materials Tech Corp. Yi-Zhang Lin/Independent director of Cheng Mei Materials Tech Corp. Wei-Chung Lian/Acting President of Cheng Mei Materials Tech Corp., effective December 30, 2022.Board Change • Nov 16Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Yi-Zhang Lin was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: NT$0.36 (vs NT$0.37 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.36 (down from NT$0.37 in 3Q 2021). Revenue: NT$1.90b (down 33% from 3Q 2021). Net income: NT$239.7m (down 2.3% from 3Q 2021). Profit margin: 13% (up from 8.7% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: NT$0.32 (vs NT$0.34 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.32 (down from NT$0.34 in 2Q 2021). Revenue: NT$2.94b (up 6.9% from 2Q 2021). Net income: NT$215.8m (down 4.7% from 2Q 2021). Profit margin: 7.3% (down from 8.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공시 • Aug 06+ 1 more updateCheng Mei Materials Technology Corporation Announces Management ChangesCheng Mei Materials Technology Corporation announced Lucius Ma, Manager of Legal & Compliance office of CMMT as corporate governance officer in place of W C, Lian, Acting President of CMMT, effective date is August 4, 2022.Upcoming Dividend • Jul 08Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 15 July 2022. Payment date: 15 August 2022. Trailing yield: 5.1%. Lower than top quartile of Taiwanese dividend payers (6.8%). In line with average of industry peers (4.9%).공시 • Jun 30Cheng Mei Materials Technology Corporation Announces Cash Dividend Changes, Payable on August 15, 2022Cheng Mei Materials Technology Corporation announced cash dividend changes from TWD 0.5 share to TWD 0.50033227 per share total cash dividend of TWD 337,766,750. With ex-dividend date of July 15, 2022, record date July 23, 2022 and distribution date is on August 15, 2022.공시 • Jun 29+ 1 more updateCheng Mei Materials Technology Corporation Elects Lin, Yi-Zhang as Independent DirectorCheng Mei Materials Technology Corporation announced the by-election for one independent director, Title and name of the new position holder: Lin, Yi-Zhang. Resume of the new position holder: INED, Ton Yi Industrial Corp., INED, Lasertek Taiwan Co. Ltd. Effective date of the new appointment is June 27, 2022.공시 • Jun 24Cheng Mei Materials Technology Corporation Appoints Wei-Chung Lien as Executive Vice PresidentCheng Mei Materials Technology Corporation appointed Wei-Chung Lien as Executive Vice President. Effective date of the new appointment is June 22, 2022.공시 • Jun 15+ 1 more updateCheng Mei Materials Technology Corporation Announces the Resignation of Lai-Hwang Lo as DirectorCheng Mei Materials Technology Corporation announced the resignation of Mr. Lai-Hwang Lo as Director of the Company. Date of occurrence of the change: June 13, 2022.Reported Earnings • May 08First quarter 2022 earnings released: EPS: NT$0.18 (vs NT$0.37 in 1Q 2021)First quarter 2022 results: EPS: NT$0.18 (down from NT$0.37 in 1Q 2021). Revenue: NT$2.78b (up 1.4% from 1Q 2021). Net income: NT$121.3m (down 51% from 1Q 2021). Profit margin: 4.4% (down from 9.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공시 • May 04Cheng Mei Materials Technology Corporation Announces Executive ChangesCheng Mei Materials Technology Corporation announced Research and Development officer change of the company. Name, title, and resume of the previous position holder: LH, Lo, President of the Company, acting temporary Research and Development officer. Name, title, and resume of the new position holder: ZH, Guo, Delta Electronics Inc., Senior manager of R&D headquarters TPK Holding Co. Ltd., director of Nanosilver BU. Effective date is May 3, 2022. Research and Development officer new appointment will be submitted to the Board of Directors meeting for ratification.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Director Wei-Ting Liu was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 12Cheng Mei Materials Technology Corporation Change of Representative of Juristic Person DirectorCheng Mei Materials Technology Corporation announced the change of representative of juristic person director. Name of the previous position holder: Wei-Lun Lu. Resume of the previous position holder: Representative of juristic person director of CMMT. Name of the new position holder: Ting-Chen Hsu. Resume of the new position holder: Member of the Board of Sharp Corp. Reason for the change: Ever Fortunes International Investment Co. Ltd. assigned a new representative of juristic person director. Effective date of the new appointment is April 11, 2022.공시 • Apr 01Cheng Mei Materials Technology Corporation Announces the Resignation of Steve Go, Independent Director, Member of Audit Committee and Remuneration CommitteeCheng Mei Materials Technology Corporation announced the resignation of Steve Go, independent director of the Company. Mr. Go resigns from the role as an independent director of the Company. Therefore he is relieved from the position along with the member of audit committee and remuneration committee on March 31, 2022.Reported Earnings • Mar 19Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: NT$1.15 (up from NT$0.13 loss in FY 2020). Revenue: NT$11.1b (up 18% from FY 2020). Net income: NT$763.2m (up NT$848.7m from FY 2020). Profit margin: 6.9% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 10%. 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 1% per year, which means it is significantly lagging earnings.공시 • Feb 18Cheng Mei Materials Technology Corporation Appoints Steve Go as Member of Remuneration CommitteeCheng Mei Materials Technology Corporation announced the appointment of Steve Go as member of Remuneration Committee of the company, with effect from February 17, 2022.공시 • Dec 14An unknown buyer agreed to acquire Chi Mei Materials Technology Investment Co., Ltd. from Cheng Mei Materials Technology Corporation (TWSE:4960) for approximately $180 million.An unknown buyer agreed to acquire Chi Mei Materials Technology Investment Co., Ltd. from Cheng Mei Materials Technology Corporation (TWSE:4960) for approximately $180 million on December 13, 2021. The transaction is expected to complete by the end of first-quarter 2022. The capital gain from the disposal will use the fund to step into development and production of separators of car-use battery cells and to replace old polarizer equipment.Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$0.37 (vs NT$0.005 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$2.82b (up 18% from 3Q 2020). Net income: NT$245.4m (up NT$242.0m from 3Q 2020). Profit margin: 8.7% (up from 0.1% in 3Q 2020). The increase in margin was driven by higher revenue. 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 17% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS NT$0.34 (vs NT$0.01 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$2.75b (up 17% from 2Q 2020). Net income: NT$226.4m (up NT$233.2m from 2Q 2020). Profit margin: 8.2% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Executive Departure • Jun 02Independent Director has left the companyOn the 24th of May, Kuo-Shih Huang's tenure as Independent Director ended after 2.1 years in the role. We don't have any record of a personal shareholding under Kuo-Shih's name. A total of 3 executives have left over the last 12 months.Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$11.65, the stock trades at a trailing P/E ratio of 21x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 15% over the past three years.Reported Earnings • May 11First quarter 2021 earnings released: EPS NT$0.37 (vs NT$0.31 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$2.75b (up 41% from 1Q 2020). Net income: NT$249.2m (up NT$455.7m from 1Q 2020). Profit margin: 9.1% (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 58% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.분석 기사 • Apr 12Is Cheng Mei Materials Technology (TPE:4960) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Mar 27Full year 2020 earnings released: NT$0.13 loss per share (vs NT$1.03 loss in FY 2019)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: NT$9.46b (down 37% from FY 2019). Net loss: NT$85.6m (loss narrowed 88% from FY 2019). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • Mar 13Cheng Mei Materials Technology Corporation Replaces JZ, Wang with LH, Lo as Research and Development Officer, with Effect from March 12, 2021Cheng Mei Materials Technology Corporation replaced JZ, Wang with LH, Lo as Research and Development Officer, with effect from March 12, 2021.공시 • Mar 05Cheng Mei Materials Technology Corporation Announces Resignation of Tai Chein, Remuneration Committee MemberCheng Mei Materials Technology Corporation announced resignation of Tai Chein, Remuneration committee member. Reason for the change: Personal career planning.분석 기사 • Feb 18The Cheng Mei Materials Technology (TPE:4960) Share Price Is Up 61% And Shareholders Are Holding OnThese days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But one can do...공시 • Jan 30Cheng Mei Materials Technology Corporation, Annual General Meeting, Apr 30, 2021Cheng Mei Materials Technology Corporation, Annual General Meeting, Apr 30, 2021. Location: No.12, Zhongxin E. Rd., Xinshi Dist., Audio Visual Conference Hall Tainan City Taiwan Agenda: To consider 2020 Business Report; to consider 2020 Audit Committee’s Review Report; to consider status report of the resolution of the shareholders meeting of the Company in 2020 of conducting the issuance of common shares through private placement, the issuance of new common shares through Global depositary receipt, the issuance of overseas, or domestic convertible bonds; to consider report of inspecting the liability conflict interest of former INED Yen-Sung, Chen and former CFO Ken Chen of the company; and to consider other matters.Is New 90 Day High Low • Nov 30New 90-day high: NT$10.25The company is up 12% from its price of NT$9.15 on 01 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period.Reported Earnings • Nov 10Third quarter 2020 earnings released: EPS NT$0.01The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$2.39b (down 31% from 3Q 2019). Net income: NT$3.36m (up NT$251.0m from 3Q 2019). Profit margin: 0.1% (up from net loss in 3Q 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.공시 • Nov 07Cheng Mei Materials Technology Corporation Announces Change of PresidentCheng Mei Materials Technology Corporation announced that name and resume of the previous position holder: JY Ho, chairman and president of the company. Name and resume of the new position holder: LH Lo, Acting president of Cheng Mei Materials Technology Corp. Effective date of the new appointment November 6, 2020. Mr. JY Ho continues to serve as Chairman on 6, November 2020.Is New 90 Day High Low • Oct 19New 90-day high: NT$9.90The company is up 27% from its price of NT$7.78 on 21 July 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 4.0% over the same period.매출 및 비용 세부 내역Cheng Mei Materials Technology가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TWSE:4960 매출, 비용 및 순이익 (TWD Millions)날짜매출순이익일반관리비연구개발비31 Mar 268,350-1,38555538631 Dec 258,643-1,46355239530 Sep 258,567-1,34259640030 Jun 258,738-1,35763440331 Mar 259,135-61764540131 Dec 248,927-26762039330 Sep 249,004-37556740630 Jun 249,273-10453139231 Mar 249,289-27050438931 Dec 239,238-58150839030 Sep 238,858-44646534530 Jun 238,164-24345131931 Mar 238,57214847128931 Dec 229,50046250126030 Sep 2210,44561955527730 Jun 2211,36362557026131 Mar 2211,17363554223731 Dec 2111,13476348922230 Sep 2111,07784546619130 Jun 2110,64560342418931 Mar 2110,25437038719731 Dec 209,457-8638619230 Sep 2010,412-25531727230 Jun 2011,467-50639234531 Mar 2012,821-75755739431 Dec 1914,896-68956045930 Sep 1915,137-78769042730 Jun 1915,244-49469542531 Mar 1914,292-45458944431 Dec 1812,767-65562445030 Sep 1811,498-72057649330 Jun 1810,431-1,08652946231 Mar 189,643-1,11751245131 Dec 179,878-1,22648144130 Sep 179,886-1,20447340830 Jun 1710,102-1,32845640231 Mar 1710,762-1,57143837031 Dec 1610,374-1,48443733930 Sep 1610,852-1,20342529030 Jun 1611,164-44143126031 Mar 1611,73326842725731 Dec 1512,7471,04942927730 Sep 1513,4231,64242431530 Jun 1514,3791,894428346양질의 수익: 4960 은(는) 현재 수익성이 없습니다.이익 마진 증가: 4960는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 4960은 수익성이 없으며 지난 5년 동안 손실이 연평균 70.4% 증가했습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 4960의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: 4960은 수익성이 없어 지난 해 수익 성장률을 Electronic 업계(-4%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: 4960는 현재 수익성이 없으므로 자본 수익률이 음수(-19.13%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTech 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 16:10종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Cheng Mei Materials Technology Corporation는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Xi Hao BauCapital Securities CorporationZhilong YenMasterlink Securities Investment Advisory
Reported Earnings • May 16First quarter 2026 earnings released: NT$0.27 loss per share (vs NT$0.41 loss in 1Q 2025)First quarter 2026 results: NT$0.27 loss per share (improved from NT$0.41 loss in 1Q 2025). Revenue: NT$1.82b (down 14% from 1Q 2025). Net loss: NT$155.1m (loss narrowed 33% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 118 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 06Full year 2025 earnings released: NT$2.58 loss per share (vs NT$0.47 loss in FY 2024)Full year 2025 results: NT$2.58 loss per share (further deteriorated from NT$0.47 loss in FY 2024). Revenue: NT$8.64b (down 3.2% from FY 2024). Net loss: NT$1.46b (loss widened 448% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 11Third quarter 2025 earnings released: NT$0.39 loss per share (vs NT$0.41 loss in 3Q 2024)Third quarter 2025 results: NT$0.39 loss per share (improved from NT$0.41 loss in 3Q 2024). Revenue: NT$2.16b (down 7.3% from 3Q 2024). Net loss: NT$219.3m (loss narrowed 5.7% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 07Second quarter 2025 earnings released: NT$1.32 loss per share (vs NT$0.012 loss in 2Q 2024)Second quarter 2025 results: NT$1.32 loss per share (further deteriorated from NT$0.012 loss in 2Q 2024). Revenue: NT$2.11b (down 16% from 2Q 2024). Net loss: NT$748.8m (loss widened NT$741.7m from 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 08First quarter 2025 earnings released: NT$0.41 loss per share (vs NT$0.006 profit in 1Q 2024)First quarter 2025 results: NT$0.41 loss per share (down from NT$0.006 profit in 1Q 2024). Revenue: NT$2.12b (up 11% from 1Q 2024). Net loss: NT$232.4m (down NT$235.8m from profit in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
공시 • Apr 27Cheng Mei Materials Technology Corporation to Report Q1, 2025 Results on May 05, 2025Cheng Mei Materials Technology Corporation announced that they will report Q1, 2025 results on May 05, 2025
Reported Earnings • May 16First quarter 2026 earnings released: NT$0.27 loss per share (vs NT$0.41 loss in 1Q 2025)First quarter 2026 results: NT$0.27 loss per share (improved from NT$0.41 loss in 1Q 2025). Revenue: NT$1.82b (down 14% from 1Q 2025). Net loss: NT$155.1m (loss narrowed 33% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 118 percentage points per year, which is a significant difference in performance.
공시 • Apr 16Cheng Mei Materials Technology Corporation, Annual General Meeting, Jun 30, 2026Cheng Mei Materials Technology Corporation, Annual General Meeting, Jun 30, 2026, at 09:00 Taipei Standard Time. Location: no,112, min sheng rd., hsin huo li, sinshih district, tainan city Taiwan
New Risk • Apr 13New 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 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 67% per year over the past 5 years.
New Risk • Mar 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 67% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).
Reported Earnings • Mar 06Full year 2025 earnings released: NT$2.58 loss per share (vs NT$0.47 loss in FY 2024)Full year 2025 results: NT$2.58 loss per share (further deteriorated from NT$0.47 loss in FY 2024). Revenue: NT$8.64b (down 3.2% from FY 2024). Net loss: NT$1.46b (loss widened 448% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 11Third quarter 2025 earnings released: NT$0.39 loss per share (vs NT$0.41 loss in 3Q 2024)Third quarter 2025 results: NT$0.39 loss per share (improved from NT$0.41 loss in 3Q 2024). Revenue: NT$2.16b (down 7.3% from 3Q 2024). Net loss: NT$219.3m (loss narrowed 5.7% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 07Second quarter 2025 earnings released: NT$1.32 loss per share (vs NT$0.012 loss in 2Q 2024)Second quarter 2025 results: NT$1.32 loss per share (further deteriorated from NT$0.012 loss in 2Q 2024). Revenue: NT$2.11b (down 16% from 2Q 2024). Net loss: NT$748.8m (loss widened NT$741.7m from 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 08First quarter 2025 earnings released: NT$0.41 loss per share (vs NT$0.006 profit in 1Q 2024)First quarter 2025 results: NT$0.41 loss per share (down from NT$0.006 profit in 1Q 2024). Revenue: NT$2.12b (up 11% from 1Q 2024). Net loss: NT$232.4m (down NT$235.8m from profit in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
공시 • Apr 27Cheng Mei Materials Technology Corporation to Report Q1, 2025 Results on May 05, 2025Cheng Mei Materials Technology Corporation announced that they will report Q1, 2025 results on May 05, 2025
공시 • Apr 16Cheng Mei Materials Technology Corporation announced a financing transactionCheng Mei Materials Technology Corporation announced a private placement to issue Convertible Bonds on April 14, 2025. The transaction has been approved by shareholders of company.
Reported Earnings • Mar 19Full year 2024 earnings released: NT$0.47 loss per share (vs NT$0.99 loss in FY 2023)Full year 2024 results: NT$0.47 loss per share (improved from NT$0.99 loss in FY 2023). Revenue: NT$8.93b (down 3.4% from FY 2023). Net loss: NT$266.9m (loss narrowed 54% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.
공시 • Mar 05Cheng Mei Materials Technology Corporation to Report Q4, 2024 Results on Mar 12, 2025Cheng Mei Materials Technology Corporation announced that they will report Q4, 2024 results on Mar 12, 2025
공시 • Feb 10Cheng Mei Materials Technology Corporation Announces the Resignation of Wei-Chung Lian as PresidentCheng Mei Materials Technology Corporation announced the resignation of Wei-Chung Lian as President. Date of the board of directors resolution or date of occurrence of the change: February 9, 2025. Reason for president's resignation: Wei-Chung Lian has recently been subjected to malicious slander and baseless accusations by individuals claiming to represent foreign investment institutions, falsely alleging poor creditworthiness and other defamatory claims. Despite having taken all necessary measures to clarify the facts and defend my rights, the judicial process requires time to reach a conclusion. To prevent these malicious actors from abusing the judicial system and exploiting the legal proceedings to spread falsehoods, thereby causing undue harm to the Company and its investors, Wei-Chung Lian hereby tender resignation as President of the Company, effective immediately.
공시 • Jan 25Cheng Mei Materials Technology Corporation Announces Resignation of Wei-Zhou Chen as Member of Sustainable Development CommitteeCheng Mei Materials Technology Corporation announced resignation of Wei-Zhou Chen as Sustainable Development Committee member.
공시 • Jan 24+ 1 more updateCheng Mei Materials Technology Corporation, Annual General Meeting, May 27, 2025Cheng Mei Materials Technology Corporation, Annual General Meeting, May 27, 2025, at 09:00 Taipei Standard Time. Location: no,12, chung hsin e. rd., sinshih district, tainan city Taiwan
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Board Change • Dec 07Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 9 non-independent directors. Independent Director Heng-Zhen Ho was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공시 • Oct 26Cheng Mei Materials Technology Corporation to Report Q3, 2024 Results on Nov 04, 2024Cheng Mei Materials Technology Corporation announced that they will report Q3, 2024 results on Nov 04, 2024
공시 • Jul 29Cheng Mei Materials Technology Corporation to Report Q2, 2024 Results on Aug 05, 2024Cheng Mei Materials Technology Corporation announced that they will report Q2, 2024 results on Aug 05, 2024
공시 • Jun 26+ 2 more updatesCheng Mei Materials Technology Corporation Announces Financial Officer ChangesCheng Mei Materials Technology Corporation announced the change of financial officer. Name, title, and resume of the previous position holder: Pei-Ming Huang/Director of Finance Dep.of CMMT. Name, title, and resume of the new position holder: Financial officer: Wei-Chung Lian/President of CMMT Accounting officer: Shih-Hua Chang/manager of accounting dep. of CMMT. Reason for the change: position adjustment. Effective date: June 25, 2024.
공시 • Apr 30Cheng Mei Materials Technology Corporation to Report Q1, 2024 Results on May 06, 2024Cheng Mei Materials Technology Corporation announced that they will report Q1, 2024 results at 9:00 AM, Taipei Standard Time on May 06, 2024
공시 • Mar 06Cheng Mei Materials Technology Corporation Appoints Grace Sung as Chief Operating OfficerCheng Mei Materials Technology Corporation approved the appointment of Grace Sung as Chief Operating Officer, effective March 5, 2024.
공시 • Feb 27Cheng Mei Materials Technology Corporation, Annual General Meeting, Jun 07, 2024Cheng Mei Materials Technology Corporation, Annual General Meeting, Jun 07, 2024. Location: Audio Visual Conference Hall No.12, Zhongxin E. Rd., Xinshi Dist Tainan City Taiwan Agenda: To consider 2023 Business Report; to consider 2023 Audit Committee's Review Report. to consider Report on Acquisition of securities from related party of the Company; to consider Report on Remuneration to directors; to consider Amendment to the Company’s Articles of Incorporation; to consider Removal of the non-compete clause for directors.
공시 • Jan 30Cheng Mei Materials Technology Corporation (TWSE:4960) acquired an unknown stake in Opals Chemical Technology Ltd. from Advanced Echem Materials Company Limited (TPEX:4749) for approximately TWD 310 million.Cheng Mei Materials Technology Corporation (TWSE:4960) acquired an unknown stake in Opals Chemical Technology Ltd. from Advanced Echem Materials Company Limited (TPEX:4749) for approximately TWD 310 million on January 29, 2024. Cheng Mei Materials Technology Corporation (TWSE:4960) completed the acquisition of an unknown stake in Opals Chemical Technology Ltd. from Advanced Echem Materials Company Limited (TPEX:4749) on January 29, 2024.
공시 • Jun 30Cheng Mei Materials Technology Corporation Announces Dividend Changes, Payable on August 11, 2023Cheng Mei Materials Technology Corporation announced cash dividend changes from TWD 0.25493723 share to TWD 0.30026680 per share total cash dividend of TWD 171,864,534. With ex-dividend date of July 17, 2023, record date July 23, 2023 and distribution date is on August 11, 2023.
Reported Earnings • May 16First quarter 2023 earnings released: NT$0.30 loss per share (vs NT$0.21 profit in 1Q 2022)First quarter 2023 results: NT$0.30 loss per share (down from NT$0.21 profit in 1Q 2022). Revenue: NT$1.86b (down 33% from 1Q 2022). Net loss: NT$192.9m (down 259% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
공시 • May 09Cheng Mei Materials Technology Corporation Announces CFO ChangesCheng Mei Materials Technology Corporation announced name, title, and resume of the new position holder: acting spokesperson: Pei-Ming Huang, CFO of the Company. Name, title, and resume of the new position holder: spokesperson: Pei-Ming Huang, CFO of the Company. acting spokesperson: Lucius Ma, corporate governance officer of the Company. Effective date is May 8, 2023.
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to NT$11.55, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 14x in the Electronic industry in Taiwan. Total returns to shareholders of 65% over the past three years.
Upcoming Dividend • Apr 07Upcoming dividend of NT$1.50 per share at 2.0% yieldEligible shareholders must have bought the stock before 14 April 2023. Payment date: 28 April 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (5.8%). Lower than average of industry peers (4.5%).
Reported Earnings • Feb 17Full year 2022 earnings released: EPS: NT$0.69 (vs NT$1.15 in FY 2021)Full year 2022 results: EPS: NT$0.69 (down from NT$1.15 in FY 2021). Revenue: NT$9.50b (down 15% from FY 2021). Net income: NT$462.1m (down 39% from FY 2021). Profit margin: 4.9% (down from 6.9% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
공시 • Dec 31Cheng Mei Materials Technology Corporation Establishes the Sustainable Development Committee and Appoint Members of Sustainable Development CommitteeCheng Mei Materials Technology Corporation appointed Jau-Yang Ho/Chairman of Cheng Mei Materials Tech Corp. Wei-Ting Liu/Independent director of Cheng Mei Materials Tech Corp. Juu-En Chang/Independent director of Cheng Mei Materials Tech Corp. Yi-Zhang Lin/Independent director of Cheng Mei Materials Tech Corp. Wei-Chung Lian/Acting President of Cheng Mei Materials Tech Corp., effective December 30, 2022.
Board Change • Nov 16Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Yi-Zhang Lin was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: NT$0.36 (vs NT$0.37 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.36 (down from NT$0.37 in 3Q 2021). Revenue: NT$1.90b (down 33% from 3Q 2021). Net income: NT$239.7m (down 2.3% from 3Q 2021). Profit margin: 13% (up from 8.7% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: NT$0.32 (vs NT$0.34 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.32 (down from NT$0.34 in 2Q 2021). Revenue: NT$2.94b (up 6.9% from 2Q 2021). Net income: NT$215.8m (down 4.7% from 2Q 2021). Profit margin: 7.3% (down from 8.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공시 • Aug 06+ 1 more updateCheng Mei Materials Technology Corporation Announces Management ChangesCheng Mei Materials Technology Corporation announced Lucius Ma, Manager of Legal & Compliance office of CMMT as corporate governance officer in place of W C, Lian, Acting President of CMMT, effective date is August 4, 2022.
Upcoming Dividend • Jul 08Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 15 July 2022. Payment date: 15 August 2022. Trailing yield: 5.1%. Lower than top quartile of Taiwanese dividend payers (6.8%). In line with average of industry peers (4.9%).
공시 • Jun 30Cheng Mei Materials Technology Corporation Announces Cash Dividend Changes, Payable on August 15, 2022Cheng Mei Materials Technology Corporation announced cash dividend changes from TWD 0.5 share to TWD 0.50033227 per share total cash dividend of TWD 337,766,750. With ex-dividend date of July 15, 2022, record date July 23, 2022 and distribution date is on August 15, 2022.
공시 • Jun 29+ 1 more updateCheng Mei Materials Technology Corporation Elects Lin, Yi-Zhang as Independent DirectorCheng Mei Materials Technology Corporation announced the by-election for one independent director, Title and name of the new position holder: Lin, Yi-Zhang. Resume of the new position holder: INED, Ton Yi Industrial Corp., INED, Lasertek Taiwan Co. Ltd. Effective date of the new appointment is June 27, 2022.
공시 • Jun 24Cheng Mei Materials Technology Corporation Appoints Wei-Chung Lien as Executive Vice PresidentCheng Mei Materials Technology Corporation appointed Wei-Chung Lien as Executive Vice President. Effective date of the new appointment is June 22, 2022.
공시 • Jun 15+ 1 more updateCheng Mei Materials Technology Corporation Announces the Resignation of Lai-Hwang Lo as DirectorCheng Mei Materials Technology Corporation announced the resignation of Mr. Lai-Hwang Lo as Director of the Company. Date of occurrence of the change: June 13, 2022.
Reported Earnings • May 08First quarter 2022 earnings released: EPS: NT$0.18 (vs NT$0.37 in 1Q 2021)First quarter 2022 results: EPS: NT$0.18 (down from NT$0.37 in 1Q 2021). Revenue: NT$2.78b (up 1.4% from 1Q 2021). Net income: NT$121.3m (down 51% from 1Q 2021). Profit margin: 4.4% (down from 9.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공시 • May 04Cheng Mei Materials Technology Corporation Announces Executive ChangesCheng Mei Materials Technology Corporation announced Research and Development officer change of the company. Name, title, and resume of the previous position holder: LH, Lo, President of the Company, acting temporary Research and Development officer. Name, title, and resume of the new position holder: ZH, Guo, Delta Electronics Inc., Senior manager of R&D headquarters TPK Holding Co. Ltd., director of Nanosilver BU. Effective date is May 3, 2022. Research and Development officer new appointment will be submitted to the Board of Directors meeting for ratification.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Director Wei-Ting Liu was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 12Cheng Mei Materials Technology Corporation Change of Representative of Juristic Person DirectorCheng Mei Materials Technology Corporation announced the change of representative of juristic person director. Name of the previous position holder: Wei-Lun Lu. Resume of the previous position holder: Representative of juristic person director of CMMT. Name of the new position holder: Ting-Chen Hsu. Resume of the new position holder: Member of the Board of Sharp Corp. Reason for the change: Ever Fortunes International Investment Co. Ltd. assigned a new representative of juristic person director. Effective date of the new appointment is April 11, 2022.
공시 • Apr 01Cheng Mei Materials Technology Corporation Announces the Resignation of Steve Go, Independent Director, Member of Audit Committee and Remuneration CommitteeCheng Mei Materials Technology Corporation announced the resignation of Steve Go, independent director of the Company. Mr. Go resigns from the role as an independent director of the Company. Therefore he is relieved from the position along with the member of audit committee and remuneration committee on March 31, 2022.
Reported Earnings • Mar 19Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: NT$1.15 (up from NT$0.13 loss in FY 2020). Revenue: NT$11.1b (up 18% from FY 2020). Net income: NT$763.2m (up NT$848.7m from FY 2020). Profit margin: 6.9% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 10%. 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 1% per year, which means it is significantly lagging earnings.
공시 • Feb 18Cheng Mei Materials Technology Corporation Appoints Steve Go as Member of Remuneration CommitteeCheng Mei Materials Technology Corporation announced the appointment of Steve Go as member of Remuneration Committee of the company, with effect from February 17, 2022.
공시 • Dec 14An unknown buyer agreed to acquire Chi Mei Materials Technology Investment Co., Ltd. from Cheng Mei Materials Technology Corporation (TWSE:4960) for approximately $180 million.An unknown buyer agreed to acquire Chi Mei Materials Technology Investment Co., Ltd. from Cheng Mei Materials Technology Corporation (TWSE:4960) for approximately $180 million on December 13, 2021. The transaction is expected to complete by the end of first-quarter 2022. The capital gain from the disposal will use the fund to step into development and production of separators of car-use battery cells and to replace old polarizer equipment.
Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$0.37 (vs NT$0.005 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$2.82b (up 18% from 3Q 2020). Net income: NT$245.4m (up NT$242.0m from 3Q 2020). Profit margin: 8.7% (up from 0.1% in 3Q 2020). The increase in margin was driven by higher revenue. 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 17% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS NT$0.34 (vs NT$0.01 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$2.75b (up 17% from 2Q 2020). Net income: NT$226.4m (up NT$233.2m from 2Q 2020). Profit margin: 8.2% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Executive Departure • Jun 02Independent Director has left the companyOn the 24th of May, Kuo-Shih Huang's tenure as Independent Director ended after 2.1 years in the role. We don't have any record of a personal shareholding under Kuo-Shih's name. A total of 3 executives have left over the last 12 months.
Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$11.65, the stock trades at a trailing P/E ratio of 21x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 15% over the past three years.
Reported Earnings • May 11First quarter 2021 earnings released: EPS NT$0.37 (vs NT$0.31 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$2.75b (up 41% from 1Q 2020). Net income: NT$249.2m (up NT$455.7m from 1Q 2020). Profit margin: 9.1% (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 58% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
분석 기사 • Apr 12Is Cheng Mei Materials Technology (TPE:4960) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Mar 27Full year 2020 earnings released: NT$0.13 loss per share (vs NT$1.03 loss in FY 2019)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: NT$9.46b (down 37% from FY 2019). Net loss: NT$85.6m (loss narrowed 88% from FY 2019). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • Mar 13Cheng Mei Materials Technology Corporation Replaces JZ, Wang with LH, Lo as Research and Development Officer, with Effect from March 12, 2021Cheng Mei Materials Technology Corporation replaced JZ, Wang with LH, Lo as Research and Development Officer, with effect from March 12, 2021.
공시 • Mar 05Cheng Mei Materials Technology Corporation Announces Resignation of Tai Chein, Remuneration Committee MemberCheng Mei Materials Technology Corporation announced resignation of Tai Chein, Remuneration committee member. Reason for the change: Personal career planning.
분석 기사 • Feb 18The Cheng Mei Materials Technology (TPE:4960) Share Price Is Up 61% And Shareholders Are Holding OnThese days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But one can do...
공시 • Jan 30Cheng Mei Materials Technology Corporation, Annual General Meeting, Apr 30, 2021Cheng Mei Materials Technology Corporation, Annual General Meeting, Apr 30, 2021. Location: No.12, Zhongxin E. Rd., Xinshi Dist., Audio Visual Conference Hall Tainan City Taiwan Agenda: To consider 2020 Business Report; to consider 2020 Audit Committee’s Review Report; to consider status report of the resolution of the shareholders meeting of the Company in 2020 of conducting the issuance of common shares through private placement, the issuance of new common shares through Global depositary receipt, the issuance of overseas, or domestic convertible bonds; to consider report of inspecting the liability conflict interest of former INED Yen-Sung, Chen and former CFO Ken Chen of the company; and to consider other matters.
Is New 90 Day High Low • Nov 30New 90-day high: NT$10.25The company is up 12% from its price of NT$9.15 on 01 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period.
Reported Earnings • Nov 10Third quarter 2020 earnings released: EPS NT$0.01The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$2.39b (down 31% from 3Q 2019). Net income: NT$3.36m (up NT$251.0m from 3Q 2019). Profit margin: 0.1% (up from net loss in 3Q 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
공시 • Nov 07Cheng Mei Materials Technology Corporation Announces Change of PresidentCheng Mei Materials Technology Corporation announced that name and resume of the previous position holder: JY Ho, chairman and president of the company. Name and resume of the new position holder: LH Lo, Acting president of Cheng Mei Materials Technology Corp. Effective date of the new appointment November 6, 2020. Mr. JY Ho continues to serve as Chairman on 6, November 2020.
Is New 90 Day High Low • Oct 19New 90-day high: NT$9.90The company is up 27% from its price of NT$7.78 on 21 July 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 4.0% over the same period.