View Future GrowthEZconn 과거 순이익 실적과거 기준 점검 6/6EZconn은 연평균 60%의 비율로 수입이 증가해 온 반면, Communications 산업은 수입이 9.9% 증가했습니다. 매출은 연평균 34.4%의 비율로 증가했습니다. EZconn의 자기자본이익률은 29.3%이고 순이익률은 18.6%입니다.핵심 정보60.04%순이익 성장률57.41%주당순이익(EPS) 성장률Communications 산업 성장률21.03%매출 성장률34.42%자기자본이익률29.26%순이익률18.55%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 16First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: NT$7.00 (up from NT$4.26 in 1Q 2025). Revenue: NT$2.71b (up 29% from 1Q 2025). Net income: NT$606.8m (up 89% from 1Q 2025). Profit margin: 22% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 6.7%. Revenue is forecast to grow 67% p.a. on average during the next 2 years, compared to a 32% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has increased by 226% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$23.46 (vs NT$14.30 in FY 2024)Full year 2025 results: EPS: NT$23.46 (up from NT$14.30 in FY 2024). Revenue: NT$10.5b (up 64% from FY 2024). Net income: NT$1.78b (up 68% from FY 2024). Profit margin: 17% (in line with FY 2024). Revenue is forecast to grow 55% p.a. on average during the next 2 years, compared to a 31% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has increased by 225% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: NT$7.03 (vs NT$3.43 in 3Q 2024)Third quarter 2025 results: EPS: NT$7.03 (up from NT$3.43 in 3Q 2024). Revenue: NT$2.51b (up 53% from 3Q 2024). Net income: NT$529.8m (up 104% from 3Q 2024). Profit margin: 21% (up from 16% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has increased by 178% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: NT$2.60 (vs NT$3.27 in 2Q 2024)Second quarter 2025 results: EPS: NT$2.60 (down from NT$3.27 in 2Q 2024). Revenue: NT$2.91b (up 102% from 2Q 2024). Net income: NT$195.8m (down 21% from 2Q 2024). Profit margin: 6.7% (down from 17% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 127% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$4.26 (vs NT$1.72 in 1Q 2024)First quarter 2025 results: EPS: NT$4.26 (up from NT$1.72 in 1Q 2024). Revenue: NT$2.10b (up 155% from 1Q 2024). Net income: NT$321.7m (up 171% from 1Q 2024). Profit margin: 15% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has increased by 126% per year, which means it is tracking significantly ahead of earnings growth.공시 • Apr 29EZconn Corporation to Report Q1, 2025 Results on May 07, 2025EZconn Corporation announced that they will report Q1, 2025 results on May 07, 2025모든 업데이트 보기Recent updatesReported Earnings • May 16First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: NT$7.00 (up from NT$4.26 in 1Q 2025). Revenue: NT$2.71b (up 29% from 1Q 2025). Net income: NT$606.8m (up 89% from 1Q 2025). Profit margin: 22% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 6.7%. Revenue is forecast to grow 67% p.a. on average during the next 2 years, compared to a 32% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has increased by 226% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • May 13Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.9% to NT$1,815. The fair value is estimated to be NT$2,282, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last 3 years. Earnings per share has grown by 70%. Revenue is forecast to grow by 254% in 2 years. Earnings are forecast to grow by 478% in the next 2 years.Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to NT$1,760, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Communications industry in Taiwan. Total returns to shareholders of 3,638% over the past three years.Buy Or Sell Opportunity • Apr 24Now 20% undervaluedOver the last 90 days, the stock has risen 39% to NT$1,880. The fair value is estimated to be NT$2,351, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last 3 years. Earnings per share has grown by 70%. Revenue is forecast to grow by 222% in 2 years. Earnings are forecast to grow by 420% in the next 2 years.Buy Or Sell Opportunity • Mar 23Now 21% undervaluedOver the last 90 days, the stock has risen 56% to NT$1,880. The fair value is estimated to be NT$2,385, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last 3 years. Earnings per share has grown by 70%. Revenue is forecast to grow by 222% in 2 years. Earnings are forecast to grow by 420% in the next 2 years.Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$23.46 (vs NT$14.30 in FY 2024)Full year 2025 results: EPS: NT$23.46 (up from NT$14.30 in FY 2024). Revenue: NT$10.5b (up 64% from FY 2024). Net income: NT$1.78b (up 68% from FY 2024). Profit margin: 17% (in line with FY 2024). Revenue is forecast to grow 55% p.a. on average during the next 2 years, compared to a 31% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has increased by 225% per year, which means it is tracking significantly ahead of earnings growth.공시 • Mar 09EZconn Corporation, Annual General Meeting, May 26, 2026EZconn Corporation, Annual General Meeting, May 26, 2026. Location: no,16, sec.4 chung shan n. rd., shihlin district, taipei city TaiwanBuy Or Sell Opportunity • Mar 06Now 23% undervaluedOver the last 90 days, the stock has risen 61% to NT$1,905. The fair value is estimated to be NT$2,462, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Earnings per share has grown by 64%. Revenue is forecast to grow by 200% in 2 years. Earnings are forecast to grow by 446% in the next 2 years.Buy Or Sell Opportunity • Feb 11Now 20% undervaluedOver the last 90 days, the stock has risen 88% to NT$1,955. The fair value is estimated to be NT$2,454, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Earnings per share has grown by 64%. Revenue is forecast to grow by 200% in 2 years. Earnings are forecast to grow by 446% in the next 2 years.Buy Or Sell Opportunity • Jan 26Now 20% undervaluedOver the last 90 days, the stock has risen 38% to NT$1,305. The fair value is estimated to be NT$1,635, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Earnings per share has grown by 64%.Buy Or Sell Opportunity • Jan 06Now 20% undervaluedOver the last 90 days, the stock has risen 43% to NT$1,300. The fair value is estimated to be NT$1,635, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Earnings per share has grown by 64%.Buy Or Sell Opportunity • Dec 17Now 26% undervaluedOver the last 90 days, the stock has risen 50% to NT$1,220. The fair value is estimated to be NT$1,650, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Earnings per share has grown by 64%.Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$1,410, the stock trades at a trailing P/E ratio of 72.2x. Average trailing P/E is 23x in the Communications industry in Taiwan. Total returns to shareholders of 2,907% over the past three years.Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 27%After last week's 27% share price gain to NT$1,310, the stock trades at a trailing P/E ratio of 67.1x. Average trailing P/E is 23x in the Communications industry in Taiwan. Total returns to shareholders of 2,650% over the past three years.Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: NT$7.03 (vs NT$3.43 in 3Q 2024)Third quarter 2025 results: EPS: NT$7.03 (up from NT$3.43 in 3Q 2024). Revenue: NT$2.51b (up 53% from 3Q 2024). Net income: NT$529.8m (up 104% from 3Q 2024). Profit margin: 21% (up from 16% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has increased by 178% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$981, the stock trades at a trailing P/E ratio of 61.7x. Average trailing P/E is 22x in the Communications industry in Taiwan. Total returns to shareholders of 2,469% over the past three years.Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$817, the stock trades at a trailing P/E ratio of 51.4x. Average trailing P/E is 26x in the Communications industry in Taiwan. Total returns to shareholders of 1,350% over the past three years.Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: NT$2.60 (vs NT$3.27 in 2Q 2024)Second quarter 2025 results: EPS: NT$2.60 (down from NT$3.27 in 2Q 2024). Revenue: NT$2.91b (up 102% from 2Q 2024). Net income: NT$195.8m (down 21% from 2Q 2024). Profit margin: 6.7% (down from 17% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 127% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 10Upcoming dividend of NT$8.62 per shareEligible shareholders must have bought the stock before 17 July 2025. Payment date: 15 August 2025. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (2.3%).Declared Dividend • Jun 11Dividend increased to NT$8.60Dividend of NT$8.60 is 310% higher than last year. Ex-date: 17th July 2025 Payment date: 15th August 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 63% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$500, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 1,255% over the past three years.공시 • May 29EZconn Corporation Approves Cash Dividend for 2024EZconn Corporation at its 2025 Annual General Shareholders' Meeting held on May 28, 2025, approved the ratification of 2024 earnings distribution: cash dividends to share holders: TWD 8.6 per share.Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$4.26 (vs NT$1.72 in 1Q 2024)First quarter 2025 results: EPS: NT$4.26 (up from NT$1.72 in 1Q 2024). Revenue: NT$2.10b (up 155% from 1Q 2024). Net income: NT$321.7m (up 171% from 1Q 2024). Profit margin: 15% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has increased by 126% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 29%After last week's 29% share price gain to NT$435, the stock trades at a trailing P/E ratio of 31.2x. Average trailing P/E is 24x in the Communications industry in Taiwan. Total returns to shareholders of 1,193% over the past three years.공시 • Apr 29EZconn Corporation to Report Q1, 2025 Results on May 07, 2025EZconn Corporation announced that they will report Q1, 2025 results on May 07, 2025Valuation Update With 7 Day Price Move • Apr 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$407, the stock trades at a trailing P/E ratio of 29.2x. Average trailing P/E is 26x in the Communications industry in Taiwan. Total returns to shareholders of 1,117% over the past three years.New Risk • Mar 26New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.0% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Mar 19Full year 2024 earnings releasedFull year 2024 results: Revenue: NT$6.41b (up 145% from FY 2023). Net income: NT$1.06b (up NT$887.4m from FY 2023). Profit margin: 17% (up from 6.4% in FY 2023). The increase in margin was driven by higher revenue.공시 • Mar 10EZconn Corporation, Annual General Meeting, May 28, 2025EZconn Corporation, Annual General Meeting, May 28, 2025. Location: no,16, sec.4 chung shan n. rd., shihlin district, taipei city Taiwan분석 기사 • Mar 04We Think EZconn (TWSE:6442) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공시 • Mar 01EZconn Corporation to Report Q4, 2024 Results on Mar 07, 2025EZconn Corporation announced that they will report Q4, 2024 results at 9:00 AM, Taipei Standard Time on Mar 07, 2025Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$514, the stock trades at a trailing P/E ratio of 60x. Average trailing P/E is 31x in the Communications industry in Taiwan. Total returns to shareholders of 1,458% over the past three years.분석 기사 • Feb 03Does EZconn (TWSE:6442) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Dec 26Why We're Not Concerned About EZconn Corporation's (TWSE:6442) Share PriceEZconn Corporation's ( TWSE:6442 ) price-to-earnings (or "P/E") ratio of 74.1x might make it look like a strong sell...Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$602, the stock trades at a trailing P/E ratio of 70.2x. Average trailing P/E is 32x in the Communications industry in Taiwan. Total returns to shareholders of 1,710% over the past three years.Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: NT$3.43 (vs NT$1.02 in 3Q 2023)Third quarter 2024 results: EPS: NT$3.43 (up from NT$1.02 in 3Q 2023). Revenue: NT$1.64b (up 146% from 3Q 2023). Net income: NT$259.2m (up 283% from 3Q 2023). Profit margin: 16% (up from 10% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 147% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$423, the stock trades at a trailing P/E ratio of 69.4x. Average trailing P/E is 25x in the Communications industry in Taiwan. Total returns to shareholders of 1,222% over the past three years.Valuation Update With 7 Day Price Move • Sep 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$369, the stock trades at a trailing P/E ratio of 60.6x. Average trailing P/E is 21x in the Communications industry in Taiwan. Total returns to shareholders of 1,006% over the past three years.분석 기사 • Sep 03Does EZconn (TWSE:6442) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$399, the stock trades at a trailing P/E ratio of 65.5x. Average trailing P/E is 26x in the Communications industry in Taiwan. Total returns to shareholders of 1,186% over the past three years.New Risk • Aug 12New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 44% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). High level of non-cash earnings (44% accrual ratio). Minor Risk Shareholders have been diluted in the past year (14% increase in shares outstanding).Reported Earnings • Aug 12Second quarter 2024 earnings released: EPS: NT$3.27 (vs NT$1.07 in 2Q 2023)Second quarter 2024 results: EPS: NT$3.27 (up from NT$1.07 in 2Q 2023). Revenue: NT$1.44b (up 106% from 2Q 2023). Net income: NT$247.5m (up 249% from 2Q 2023). Profit margin: 17% (up from 10% in 2Q 2023). The increase in margin was driven by higher revenue. 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 123% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Aug 11EZconn Corporation's (TWSE:6442) 28% Share Price Plunge Could Signal Some RiskThe EZconn Corporation ( TWSE:6442 ) share price has softened a substantial 28% over the previous 30 days, handing back...Buy Or Sell Opportunity • Jul 31Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 193% to NT$468. The fair value is estimated to be NT$390, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 40%.공시 • Jul 30EZconn Corporation to Report Q2, 2024 Results on Aug 06, 2024EZconn Corporation announced that they will report Q2, 2024 results on Aug 06, 2024분석 기사 • Jul 26Calculating The Fair Value Of EZconn Corporation (TWSE:6442)Key Insights Using the 2 Stage Free Cash Flow to Equity, EZconn fair value estimate is NT$389 With NT$434 share price...Declared Dividend • Jul 11Dividend of NT$2.10 announcedDividend of NT$2.10 is the same as last year. Ex-date: 25th July 2024 Payment date: 21st August 2024 Dividend yield will be 0.4%, which is lower than the industry average of 2.3%. Payout Ratios Payout ratio: 50%. Cash payout ratio: 251%.Buy Or Sell Opportunity • Jul 11Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 232% to NT$475. The fair value is estimated to be NT$387, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 40%.분석 기사 • Jul 05EZconn's (TWSE:6442) Solid Earnings May Rest On Weak FoundationsEZconn Corporation ( TWSE:6442 ) just released a solid earnings report, and the stock displayed some strength. However...Buy Or Sell Opportunity • Jul 01Now 6.2% undervaluedOver the last 90 days, the stock has risen 154% to NT$365. The fair value is estimated to be NT$389, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 40%.Reported Earnings • Jun 29First quarter 2024 earnings released: EPS: NT$1.72 (vs NT$0.053 in 1Q 2023)First quarter 2024 results: EPS: NT$1.72 (up from NT$0.053 in 1Q 2023). Revenue: NT$826.3m (up 31% from 1Q 2023). Net income: NT$118.9m (up NT$115.4m from 1Q 2023). Profit margin: 14% (up from 0.6% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 115% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jun 20EZconn Corporation's (TWSE:6442) 63% Share Price Surge Not Quite Adding UpDespite an already strong run, EZconn Corporation ( TWSE:6442 ) shares have been powering on, with a gain of 63% in the...Buy Or Sell Opportunity • Jun 19Now 23% undervaluedOver the last 90 days, the stock has risen 117% to NT$268. The fair value is estimated to be NT$348, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable.공시 • Jun 19EZconn Corporation Approves the Cash Dividend for the Year 2023EZconn Corporation announced that at its Annual General Shareholders Meeting approved the Cash dividends to share holders of TWD 2.1 per share for the year 2023.분석 기사 • May 06EZconn Corporation's (TWSE:6442) Shares Climb 26% But Its Business Is Yet to Catch UpEZconn Corporation ( TWSE:6442 ) shares have continued their recent momentum with a 26% gain in the last month alone...공시 • May 03EZconn Corporation to Report Q1, 2024 Results on May 08, 2024EZconn Corporation announced that they will report Q1, 2024 results on May 08, 2024Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$160, the stock trades at a trailing P/E ratio of 71.8x. Average trailing P/E is 28x in the Communications industry in Taiwan. Total returns to shareholders of 380% over the past three years.New Risk • Apr 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 14% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (6.4% net profit margin). Shareholders have been diluted in the past year (14% increase in shares outstanding).Reported Earnings • Mar 17Full year 2023 earnings released: EPS: NT$2.53 (vs NT$4.85 in FY 2022)Full year 2023 results: EPS: NT$2.53 (down from NT$4.85 in FY 2022). Revenue: NT$2.62b (down 11% from FY 2022). Net income: NT$168.0m (down 48% from FY 2022). Profit margin: 6.4% (down from 11% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 53% per year whereas the company’s share price has increased by 55% per year.공시 • Mar 14EZconn Corporation, Annual General Meeting, Jun 18, 2024EZconn Corporation, Annual General Meeting, Jun 18, 2024. Location: Chientan Youth Activity Center No. 16, Sec. 4, Zhongshan N. Rd., Shilin district Taipei City Taiwan Agenda: To consider and approve the 2023 business report; to consider and approve the 2023 audit committee report; to consider and approve the earning distribution report; to consider and approve the employee and director remuneration; to consider and approve the Financial Statement and Consolidated Financial Statement; and to consider any other matters.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$120, the stock trades at a trailing P/E ratio of 52.8x. Average trailing P/E is 29x in the Communications industry in Taiwan. Total returns to shareholders of 313% over the past three years.분석 기사 • Feb 27EZconn Corporation (TWSE:6442) Stock Rockets 96% As Investors Are Less Pessimistic Than ExpectedThe EZconn Corporation ( TWSE:6442 ) share price has done very well over the last month, posting an excellent gain of...Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$112, the stock trades at a trailing P/E ratio of 49.2x. Average trailing P/E is 29x in the Communications industry in Taiwan. Total returns to shareholders of 298% over the past three years.Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$82.00, the stock trades at a trailing P/E ratio of 41.1x. Average trailing P/E is 29x in the Communications industry in Taiwan. Total returns to shareholders of 207% over the past three years.New Risk • Jan 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 14% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.5% average weekly change). Share price has been highly volatile over the past 3 months (7.5% average weekly change). Minor Risks Dividend is not well covered by earnings (92% payout ratio). Dividend is not well covered by earnings (92% payout ratio). Profit margins are more than 30% lower than last year (5.8% net profit margin). Profit margins are more than 30% lower than last year (5.8% net profit margin). Shareholders have been diluted in the past year (14% increase in shares outstanding).공시 • Dec 27EZconn Corporation has filed a Follow-on Equity Offering.EZconn Corporation has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 6,975,000 Security Name: Shares Security Type: Common Stock Securities Offered: 2,325,000 Transaction Features: Reserved Share Offering; Rights Offering공시 • Nov 23EZconn Corporation has filed a Follow-on Equity Offering.EZconn Corporation has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 7,500,000 Security Name: Shares Security Type: Common Stock Securities Offered: 2,500,000 Transaction Features: Reserved Share Offering; Rights OfferingNew Risk • Nov 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.8% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.5% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (5.8% net profit margin).Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$67.80, the stock trades at a trailing P/E ratio of 18.9x. Average trailing P/E is 23x in the Communications industry in Taiwan. Total returns to shareholders of 132% over the past three years.Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: NT$1.07 (vs NT$1.25 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.07 (down from NT$1.25 in 2Q 2022). Revenue: NT$698.6m (down 9.3% from 2Q 2022). Net income: NT$70.9m (down 14% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$64.40, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 92% over the past three years.Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$64.20, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 86% over the past three years.Upcoming Dividend • Jul 12Upcoming dividend of NT$2.10 per share at 4.0% yieldEligible shareholders must have bought the stock before 19 July 2023. Payment date: 15 August 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (2.9%).공시 • Jun 07Ezconn Corporation Approves Cash Dividend for the Year 2022EZconn Corporation announced that at its Annual General Shareholders' Meeting held on June 6, 2023, approved cash dividend of TWD 2.1 per share for the year 2022.Reported Earnings • Mar 24Full year 2022 earnings released: EPS: NT$4.85 (vs NT$1.56 in FY 2021)Full year 2022 results: EPS: NT$4.85 (up from NT$1.56 in FY 2021). Revenue: NT$2.94b (up 4.5% from FY 2021). Net income: NT$321.7m (up 211% from FY 2021). Profit margin: 11% (up from 3.7% in FY 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$53.80, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 17x in the Communications industry in Taiwan. Total returns to shareholders of 89% over the past three years.Valuation Update With 7 Day Price Move • Nov 30Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$51.90, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Communications industry in Taiwan. Total returns to shareholders of 54% over the past three years.Reported Earnings • Nov 16Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: NT$2.34 (up from NT$0.34 in 3Q 2021). Revenue: NT$879.5m (up 14% from 3Q 2021). Net income: NT$155.3m (up NT$132.4m from 3Q 2021). Profit margin: 18% (up from 3.0% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 153%. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Hui-Wen Huang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: NT$2.34 (up from NT$0.34 in 3Q 2021). Revenue: NT$879.5m (up 14% from 3Q 2021). Net income: NT$155.3m (up NT$132.4m from 3Q 2021). Profit margin: 18% (up from 3.0% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 153%. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$1.25 (vs NT$0.53 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.25 (up from NT$0.53 in 2Q 2021). Revenue: NT$770.1m (up 5.9% from 2Q 2021). Net income: NT$82.8m (up 138% from 2Q 2021). Profit margin: 11% (up from 4.8% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$49.85, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 19x in the Communications industry in Taiwan. Total returns to shareholders of 49% over the past three years.Upcoming Dividend • Jul 20Upcoming dividend of NT$1.20 per shareEligible shareholders must have bought the stock before 27 July 2022. Payment date: 23 August 2022. Payout ratio is a comfortable 48% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (6.8%). Lower than average of industry peers (3.0%).공시 • Jul 12Ezconn Corporation Announces Cash Dividend, Payable on August 23, 2022EZconn Corporation announced Cash dividend of TWD 79,560,000 (TWD 1.2 per share), payable on August 23, 2022 with record date of August 2, 2022 and ex-dividend date of July 27, 2022.공시 • Jun 29Ezconn Corporation Approves Ratification of 2021 Earnings DistributionEZconn Corporation at its Annual General Shareholders held on June 27, 2022 approved the ratification of 2021 earnings distribution: Cash dividends to share holders: TWD 1.2 per share.Reported Earnings • May 14First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: NT$1.13 (up from NT$0.21 in 1Q 2021). Revenue: NT$706.5m (up 2.4% from 1Q 2021). Net income: NT$74.9m (up 429% from 1Q 2021). Profit margin: 11% (up from 2.1% in 1Q 2021). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 118%. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has remained flat.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Hui-Wen Huang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$41.70, the stock trades at a trailing P/E ratio of 26.7x. Average trailing P/E is 23x in the Communications industry in Taiwan. Total returns to shareholders of 18% over the past three years.Reported Earnings • Mar 28Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$1.56 (up from NT$0.57 loss in FY 2020). Revenue: NT$2.81b (up 17% from FY 2020). Net income: NT$103.4m (up NT$141.5m from FY 2020). Profit margin: 3.7% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 118%. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.34 (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$768.6m (up 18% from 3Q 2020). Net income: NT$22.9m (up 173% from 3Q 2020). Profit margin: 3.0% (up from 1.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$0.53 (vs NT$0.11 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$727.6m (up 25% from 2Q 2020). Net income: NT$34.8m (up 383% from 2Q 2020). Profit margin: 4.8% (up from 1.2% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Aug 12Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 19 August 2021. Payment date: 17 September 2021. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.1%). In line with average of industry peers (3.0%).Executive Departure • Aug 05Chief Operating Officer Chung-Chiang Hsiao has left the companyOn the 1st of August, Chung-Chiang Hsiao's tenure as Chief Operating Officer ended after 3.0 years in the role. We don't have any record of a personal shareholding under Chung-Chiang's name. Chung-Chiang is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.42 years.Reported Earnings • May 16First quarter 2021 earnings released: EPS NT$0.21 (vs NT$0.54 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$689.8m (up 25% from 1Q 2020). Net income: NT$14.2m (up NT$50.7m from 1Q 2020). Profit margin: 2.1% (up from net loss in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 26Full year 2020 earnings released: NT$0.57 loss per share (vs NT$0.28 loss in FY 2019)The company reported a poor full year result with increased losses and weaker control over costs, although revenues were flat. Full year 2020 results: Revenue: NT$2.41b (flat on FY 2019). Net loss: NT$38.1m (loss widened 97% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.공시 • Mar 19EZconn Corporation, Annual General Meeting, Jun 29, 2021EZconn Corporation, Annual General Meeting, Jun 29, 2021. Location: Chientan Youth Activity Center, No. 16, Sec. 4, Zhongshan N. Rd Shilin Dist. Tai Pei Taiwan Agenda: To consider 2020 business report; to consider 2020 audit committee's audit report; to consider 2020 earnings distribution in cash dividends report; to consider 2020 business report, stand-alone financial statement and consolidated financial statement; to consider 2020 earnings distribution; to consider amendments to the Articles of Association; to consider amendments to the rules of procedure for shareholders meetings; and to consider private placement of common shares to increase cash capital.분석 기사 • Feb 23Factors Income Investors Should Consider Before Adding EZconn Corporation (TPE:6442) To Their PortfolioDividend paying stocks like EZconn Corporation ( TPE:6442 ) tend to be popular with investors, and for good reason...분석 기사 • Jan 19How Much Did EZconn's(TPE:6442) Shareholders Earn From Share Price Movements Over The Last Five Years?For many, the main point of investing is to generate higher returns than the overall market. But even the best stock...매출 및 비용 세부 내역EZconn가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TWSE:6442 매출, 비용 및 순이익 (TWD Millions)날짜매출순이익일반관리비연구개발비31 Mar 2611,1282,0643,5749531 Dec 2510,5271,7793,4469430 Sep 2510,0291,4793,40711530 Jun 259,1561,2093,08610831 Mar 257,6891,2602,54010431 Dec 246,4101,0582,16810230 Sep 244,5296511,4699930 Jun 243,5554601,01110131 Mar 242,81128374310331 Dec 232,61716860010430 Sep 232,58115151610630 Jun 232,79423854910531 Mar 232,86625054810631 Dec 222,94032253810730 Sep 222,98334551610630 Jun 222,87221241610331 Mar 222,83016434110031 Dec 212,8131033219930 Sep 212,811553229930 Jun 212,6954029910531 Mar 212,5491328210831 Dec 202,414-3826711330 Sep 202,300-7925311530 Jun 202,310-7325612131 Mar 202,350-5925612731 Dec 192,424-1924112630 Sep 192,6889225312630 Jun 192,79314625312631 Mar 192,85519226012231 Dec 182,80515429212230 Sep 182,67110929912430 Jun 182,5805130812131 Mar 182,689-831512531 Dec 172,9004731312430 Sep 173,20111134112630 Jun 173,72015835312131 Mar 174,02724837311231 Dec 164,35129038110730 Sep 164,57130538610530 Jun 164,40336739110431 Mar 164,37430838510531 Dec 154,31331837710230 Sep 154,2203273899530 Jun 154,21329037692양질의 수익: 6442는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 6442의 현재 순 이익률 (18.6%)은 지난해 (16.4%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 6442의 수익은 지난 5년 동안 연평균 60%로 크게 증가했습니다.성장 가속화: 지난 1년간 6442 의 수익 증가율(63.8%)은 연간 평균(60%)을 초과합니다.수익 대 산업: 6442의 지난 1년 수익 증가율(63.8%)은 Communications 업계의 -13.1%를 상회했습니다.자기자본이익률높은 ROE: 6442의 자본 수익률(29.3%)은 높음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTech 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 15:14종가2026/05/21 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 소스EZconn Corporation는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Skye ChenAletheia Analyst Network LimitedJack HsuSinoPac Securities Investment Service
Reported Earnings • May 16First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: NT$7.00 (up from NT$4.26 in 1Q 2025). Revenue: NT$2.71b (up 29% from 1Q 2025). Net income: NT$606.8m (up 89% from 1Q 2025). Profit margin: 22% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 6.7%. Revenue is forecast to grow 67% p.a. on average during the next 2 years, compared to a 32% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has increased by 226% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$23.46 (vs NT$14.30 in FY 2024)Full year 2025 results: EPS: NT$23.46 (up from NT$14.30 in FY 2024). Revenue: NT$10.5b (up 64% from FY 2024). Net income: NT$1.78b (up 68% from FY 2024). Profit margin: 17% (in line with FY 2024). Revenue is forecast to grow 55% p.a. on average during the next 2 years, compared to a 31% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has increased by 225% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: NT$7.03 (vs NT$3.43 in 3Q 2024)Third quarter 2025 results: EPS: NT$7.03 (up from NT$3.43 in 3Q 2024). Revenue: NT$2.51b (up 53% from 3Q 2024). Net income: NT$529.8m (up 104% from 3Q 2024). Profit margin: 21% (up from 16% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has increased by 178% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: NT$2.60 (vs NT$3.27 in 2Q 2024)Second quarter 2025 results: EPS: NT$2.60 (down from NT$3.27 in 2Q 2024). Revenue: NT$2.91b (up 102% from 2Q 2024). Net income: NT$195.8m (down 21% from 2Q 2024). Profit margin: 6.7% (down from 17% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 127% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$4.26 (vs NT$1.72 in 1Q 2024)First quarter 2025 results: EPS: NT$4.26 (up from NT$1.72 in 1Q 2024). Revenue: NT$2.10b (up 155% from 1Q 2024). Net income: NT$321.7m (up 171% from 1Q 2024). Profit margin: 15% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has increased by 126% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Apr 29EZconn Corporation to Report Q1, 2025 Results on May 07, 2025EZconn Corporation announced that they will report Q1, 2025 results on May 07, 2025
Reported Earnings • May 16First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: NT$7.00 (up from NT$4.26 in 1Q 2025). Revenue: NT$2.71b (up 29% from 1Q 2025). Net income: NT$606.8m (up 89% from 1Q 2025). Profit margin: 22% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 6.7%. Revenue is forecast to grow 67% p.a. on average during the next 2 years, compared to a 32% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has increased by 226% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • May 13Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.9% to NT$1,815. The fair value is estimated to be NT$2,282, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last 3 years. Earnings per share has grown by 70%. Revenue is forecast to grow by 254% in 2 years. Earnings are forecast to grow by 478% in the next 2 years.
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to NT$1,760, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Communications industry in Taiwan. Total returns to shareholders of 3,638% over the past three years.
Buy Or Sell Opportunity • Apr 24Now 20% undervaluedOver the last 90 days, the stock has risen 39% to NT$1,880. The fair value is estimated to be NT$2,351, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last 3 years. Earnings per share has grown by 70%. Revenue is forecast to grow by 222% in 2 years. Earnings are forecast to grow by 420% in the next 2 years.
Buy Or Sell Opportunity • Mar 23Now 21% undervaluedOver the last 90 days, the stock has risen 56% to NT$1,880. The fair value is estimated to be NT$2,385, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last 3 years. Earnings per share has grown by 70%. Revenue is forecast to grow by 222% in 2 years. Earnings are forecast to grow by 420% in the next 2 years.
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$23.46 (vs NT$14.30 in FY 2024)Full year 2025 results: EPS: NT$23.46 (up from NT$14.30 in FY 2024). Revenue: NT$10.5b (up 64% from FY 2024). Net income: NT$1.78b (up 68% from FY 2024). Profit margin: 17% (in line with FY 2024). Revenue is forecast to grow 55% p.a. on average during the next 2 years, compared to a 31% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has increased by 225% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Mar 09EZconn Corporation, Annual General Meeting, May 26, 2026EZconn Corporation, Annual General Meeting, May 26, 2026. Location: no,16, sec.4 chung shan n. rd., shihlin district, taipei city Taiwan
Buy Or Sell Opportunity • Mar 06Now 23% undervaluedOver the last 90 days, the stock has risen 61% to NT$1,905. The fair value is estimated to be NT$2,462, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Earnings per share has grown by 64%. Revenue is forecast to grow by 200% in 2 years. Earnings are forecast to grow by 446% in the next 2 years.
Buy Or Sell Opportunity • Feb 11Now 20% undervaluedOver the last 90 days, the stock has risen 88% to NT$1,955. The fair value is estimated to be NT$2,454, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Earnings per share has grown by 64%. Revenue is forecast to grow by 200% in 2 years. Earnings are forecast to grow by 446% in the next 2 years.
Buy Or Sell Opportunity • Jan 26Now 20% undervaluedOver the last 90 days, the stock has risen 38% to NT$1,305. The fair value is estimated to be NT$1,635, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Earnings per share has grown by 64%.
Buy Or Sell Opportunity • Jan 06Now 20% undervaluedOver the last 90 days, the stock has risen 43% to NT$1,300. The fair value is estimated to be NT$1,635, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Earnings per share has grown by 64%.
Buy Or Sell Opportunity • Dec 17Now 26% undervaluedOver the last 90 days, the stock has risen 50% to NT$1,220. The fair value is estimated to be NT$1,650, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Earnings per share has grown by 64%.
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$1,410, the stock trades at a trailing P/E ratio of 72.2x. Average trailing P/E is 23x in the Communications industry in Taiwan. Total returns to shareholders of 2,907% over the past three years.
Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 27%After last week's 27% share price gain to NT$1,310, the stock trades at a trailing P/E ratio of 67.1x. Average trailing P/E is 23x in the Communications industry in Taiwan. Total returns to shareholders of 2,650% over the past three years.
Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: NT$7.03 (vs NT$3.43 in 3Q 2024)Third quarter 2025 results: EPS: NT$7.03 (up from NT$3.43 in 3Q 2024). Revenue: NT$2.51b (up 53% from 3Q 2024). Net income: NT$529.8m (up 104% from 3Q 2024). Profit margin: 21% (up from 16% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has increased by 178% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$981, the stock trades at a trailing P/E ratio of 61.7x. Average trailing P/E is 22x in the Communications industry in Taiwan. Total returns to shareholders of 2,469% over the past three years.
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$817, the stock trades at a trailing P/E ratio of 51.4x. Average trailing P/E is 26x in the Communications industry in Taiwan. Total returns to shareholders of 1,350% over the past three years.
Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: NT$2.60 (vs NT$3.27 in 2Q 2024)Second quarter 2025 results: EPS: NT$2.60 (down from NT$3.27 in 2Q 2024). Revenue: NT$2.91b (up 102% from 2Q 2024). Net income: NT$195.8m (down 21% from 2Q 2024). Profit margin: 6.7% (down from 17% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 127% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 10Upcoming dividend of NT$8.62 per shareEligible shareholders must have bought the stock before 17 July 2025. Payment date: 15 August 2025. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (2.3%).
Declared Dividend • Jun 11Dividend increased to NT$8.60Dividend of NT$8.60 is 310% higher than last year. Ex-date: 17th July 2025 Payment date: 15th August 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 63% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$500, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 1,255% over the past three years.
공시 • May 29EZconn Corporation Approves Cash Dividend for 2024EZconn Corporation at its 2025 Annual General Shareholders' Meeting held on May 28, 2025, approved the ratification of 2024 earnings distribution: cash dividends to share holders: TWD 8.6 per share.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$4.26 (vs NT$1.72 in 1Q 2024)First quarter 2025 results: EPS: NT$4.26 (up from NT$1.72 in 1Q 2024). Revenue: NT$2.10b (up 155% from 1Q 2024). Net income: NT$321.7m (up 171% from 1Q 2024). Profit margin: 15% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has increased by 126% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 29%After last week's 29% share price gain to NT$435, the stock trades at a trailing P/E ratio of 31.2x. Average trailing P/E is 24x in the Communications industry in Taiwan. Total returns to shareholders of 1,193% over the past three years.
공시 • Apr 29EZconn Corporation to Report Q1, 2025 Results on May 07, 2025EZconn Corporation announced that they will report Q1, 2025 results on May 07, 2025
Valuation Update With 7 Day Price Move • Apr 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$407, the stock trades at a trailing P/E ratio of 29.2x. Average trailing P/E is 26x in the Communications industry in Taiwan. Total returns to shareholders of 1,117% over the past three years.
New Risk • Mar 26New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.0% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Mar 19Full year 2024 earnings releasedFull year 2024 results: Revenue: NT$6.41b (up 145% from FY 2023). Net income: NT$1.06b (up NT$887.4m from FY 2023). Profit margin: 17% (up from 6.4% in FY 2023). The increase in margin was driven by higher revenue.
공시 • Mar 10EZconn Corporation, Annual General Meeting, May 28, 2025EZconn Corporation, Annual General Meeting, May 28, 2025. Location: no,16, sec.4 chung shan n. rd., shihlin district, taipei city Taiwan
분석 기사 • Mar 04We Think EZconn (TWSE:6442) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공시 • Mar 01EZconn Corporation to Report Q4, 2024 Results on Mar 07, 2025EZconn Corporation announced that they will report Q4, 2024 results at 9:00 AM, Taipei Standard Time on Mar 07, 2025
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$514, the stock trades at a trailing P/E ratio of 60x. Average trailing P/E is 31x in the Communications industry in Taiwan. Total returns to shareholders of 1,458% over the past three years.
분석 기사 • Feb 03Does EZconn (TWSE:6442) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Dec 26Why We're Not Concerned About EZconn Corporation's (TWSE:6442) Share PriceEZconn Corporation's ( TWSE:6442 ) price-to-earnings (or "P/E") ratio of 74.1x might make it look like a strong sell...
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$602, the stock trades at a trailing P/E ratio of 70.2x. Average trailing P/E is 32x in the Communications industry in Taiwan. Total returns to shareholders of 1,710% over the past three years.
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: NT$3.43 (vs NT$1.02 in 3Q 2023)Third quarter 2024 results: EPS: NT$3.43 (up from NT$1.02 in 3Q 2023). Revenue: NT$1.64b (up 146% from 3Q 2023). Net income: NT$259.2m (up 283% from 3Q 2023). Profit margin: 16% (up from 10% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 147% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$423, the stock trades at a trailing P/E ratio of 69.4x. Average trailing P/E is 25x in the Communications industry in Taiwan. Total returns to shareholders of 1,222% over the past three years.
Valuation Update With 7 Day Price Move • Sep 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$369, the stock trades at a trailing P/E ratio of 60.6x. Average trailing P/E is 21x in the Communications industry in Taiwan. Total returns to shareholders of 1,006% over the past three years.
분석 기사 • Sep 03Does EZconn (TWSE:6442) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$399, the stock trades at a trailing P/E ratio of 65.5x. Average trailing P/E is 26x in the Communications industry in Taiwan. Total returns to shareholders of 1,186% over the past three years.
New Risk • Aug 12New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 44% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). High level of non-cash earnings (44% accrual ratio). Minor Risk Shareholders have been diluted in the past year (14% increase in shares outstanding).
Reported Earnings • Aug 12Second quarter 2024 earnings released: EPS: NT$3.27 (vs NT$1.07 in 2Q 2023)Second quarter 2024 results: EPS: NT$3.27 (up from NT$1.07 in 2Q 2023). Revenue: NT$1.44b (up 106% from 2Q 2023). Net income: NT$247.5m (up 249% from 2Q 2023). Profit margin: 17% (up from 10% in 2Q 2023). The increase in margin was driven by higher revenue. 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 123% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Aug 11EZconn Corporation's (TWSE:6442) 28% Share Price Plunge Could Signal Some RiskThe EZconn Corporation ( TWSE:6442 ) share price has softened a substantial 28% over the previous 30 days, handing back...
Buy Or Sell Opportunity • Jul 31Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 193% to NT$468. The fair value is estimated to be NT$390, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 40%.
공시 • Jul 30EZconn Corporation to Report Q2, 2024 Results on Aug 06, 2024EZconn Corporation announced that they will report Q2, 2024 results on Aug 06, 2024
분석 기사 • Jul 26Calculating The Fair Value Of EZconn Corporation (TWSE:6442)Key Insights Using the 2 Stage Free Cash Flow to Equity, EZconn fair value estimate is NT$389 With NT$434 share price...
Declared Dividend • Jul 11Dividend of NT$2.10 announcedDividend of NT$2.10 is the same as last year. Ex-date: 25th July 2024 Payment date: 21st August 2024 Dividend yield will be 0.4%, which is lower than the industry average of 2.3%. Payout Ratios Payout ratio: 50%. Cash payout ratio: 251%.
Buy Or Sell Opportunity • Jul 11Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 232% to NT$475. The fair value is estimated to be NT$387, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 40%.
분석 기사 • Jul 05EZconn's (TWSE:6442) Solid Earnings May Rest On Weak FoundationsEZconn Corporation ( TWSE:6442 ) just released a solid earnings report, and the stock displayed some strength. However...
Buy Or Sell Opportunity • Jul 01Now 6.2% undervaluedOver the last 90 days, the stock has risen 154% to NT$365. The fair value is estimated to be NT$389, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 40%.
Reported Earnings • Jun 29First quarter 2024 earnings released: EPS: NT$1.72 (vs NT$0.053 in 1Q 2023)First quarter 2024 results: EPS: NT$1.72 (up from NT$0.053 in 1Q 2023). Revenue: NT$826.3m (up 31% from 1Q 2023). Net income: NT$118.9m (up NT$115.4m from 1Q 2023). Profit margin: 14% (up from 0.6% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 115% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jun 20EZconn Corporation's (TWSE:6442) 63% Share Price Surge Not Quite Adding UpDespite an already strong run, EZconn Corporation ( TWSE:6442 ) shares have been powering on, with a gain of 63% in the...
Buy Or Sell Opportunity • Jun 19Now 23% undervaluedOver the last 90 days, the stock has risen 117% to NT$268. The fair value is estimated to be NT$348, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable.
공시 • Jun 19EZconn Corporation Approves the Cash Dividend for the Year 2023EZconn Corporation announced that at its Annual General Shareholders Meeting approved the Cash dividends to share holders of TWD 2.1 per share for the year 2023.
분석 기사 • May 06EZconn Corporation's (TWSE:6442) Shares Climb 26% But Its Business Is Yet to Catch UpEZconn Corporation ( TWSE:6442 ) shares have continued their recent momentum with a 26% gain in the last month alone...
공시 • May 03EZconn Corporation to Report Q1, 2024 Results on May 08, 2024EZconn Corporation announced that they will report Q1, 2024 results on May 08, 2024
Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$160, the stock trades at a trailing P/E ratio of 71.8x. Average trailing P/E is 28x in the Communications industry in Taiwan. Total returns to shareholders of 380% over the past three years.
New Risk • Apr 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 14% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (6.4% net profit margin). Shareholders have been diluted in the past year (14% increase in shares outstanding).
Reported Earnings • Mar 17Full year 2023 earnings released: EPS: NT$2.53 (vs NT$4.85 in FY 2022)Full year 2023 results: EPS: NT$2.53 (down from NT$4.85 in FY 2022). Revenue: NT$2.62b (down 11% from FY 2022). Net income: NT$168.0m (down 48% from FY 2022). Profit margin: 6.4% (down from 11% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 53% per year whereas the company’s share price has increased by 55% per year.
공시 • Mar 14EZconn Corporation, Annual General Meeting, Jun 18, 2024EZconn Corporation, Annual General Meeting, Jun 18, 2024. Location: Chientan Youth Activity Center No. 16, Sec. 4, Zhongshan N. Rd., Shilin district Taipei City Taiwan Agenda: To consider and approve the 2023 business report; to consider and approve the 2023 audit committee report; to consider and approve the earning distribution report; to consider and approve the employee and director remuneration; to consider and approve the Financial Statement and Consolidated Financial Statement; and to consider any other matters.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$120, the stock trades at a trailing P/E ratio of 52.8x. Average trailing P/E is 29x in the Communications industry in Taiwan. Total returns to shareholders of 313% over the past three years.
분석 기사 • Feb 27EZconn Corporation (TWSE:6442) Stock Rockets 96% As Investors Are Less Pessimistic Than ExpectedThe EZconn Corporation ( TWSE:6442 ) share price has done very well over the last month, posting an excellent gain of...
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$112, the stock trades at a trailing P/E ratio of 49.2x. Average trailing P/E is 29x in the Communications industry in Taiwan. Total returns to shareholders of 298% over the past three years.
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$82.00, the stock trades at a trailing P/E ratio of 41.1x. Average trailing P/E is 29x in the Communications industry in Taiwan. Total returns to shareholders of 207% over the past three years.
New Risk • Jan 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 14% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.5% average weekly change). Share price has been highly volatile over the past 3 months (7.5% average weekly change). Minor Risks Dividend is not well covered by earnings (92% payout ratio). Dividend is not well covered by earnings (92% payout ratio). Profit margins are more than 30% lower than last year (5.8% net profit margin). Profit margins are more than 30% lower than last year (5.8% net profit margin). Shareholders have been diluted in the past year (14% increase in shares outstanding).
공시 • Dec 27EZconn Corporation has filed a Follow-on Equity Offering.EZconn Corporation has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 6,975,000 Security Name: Shares Security Type: Common Stock Securities Offered: 2,325,000 Transaction Features: Reserved Share Offering; Rights Offering
공시 • Nov 23EZconn Corporation has filed a Follow-on Equity Offering.EZconn Corporation has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 7,500,000 Security Name: Shares Security Type: Common Stock Securities Offered: 2,500,000 Transaction Features: Reserved Share Offering; Rights Offering
New Risk • Nov 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.8% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.5% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (5.8% net profit margin).
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$67.80, the stock trades at a trailing P/E ratio of 18.9x. Average trailing P/E is 23x in the Communications industry in Taiwan. Total returns to shareholders of 132% over the past three years.
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: NT$1.07 (vs NT$1.25 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.07 (down from NT$1.25 in 2Q 2022). Revenue: NT$698.6m (down 9.3% from 2Q 2022). Net income: NT$70.9m (down 14% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$64.40, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 92% over the past three years.
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$64.20, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 86% over the past three years.
Upcoming Dividend • Jul 12Upcoming dividend of NT$2.10 per share at 4.0% yieldEligible shareholders must have bought the stock before 19 July 2023. Payment date: 15 August 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (2.9%).
공시 • Jun 07Ezconn Corporation Approves Cash Dividend for the Year 2022EZconn Corporation announced that at its Annual General Shareholders' Meeting held on June 6, 2023, approved cash dividend of TWD 2.1 per share for the year 2022.
Reported Earnings • Mar 24Full year 2022 earnings released: EPS: NT$4.85 (vs NT$1.56 in FY 2021)Full year 2022 results: EPS: NT$4.85 (up from NT$1.56 in FY 2021). Revenue: NT$2.94b (up 4.5% from FY 2021). Net income: NT$321.7m (up 211% from FY 2021). Profit margin: 11% (up from 3.7% in FY 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$53.80, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 17x in the Communications industry in Taiwan. Total returns to shareholders of 89% over the past three years.
Valuation Update With 7 Day Price Move • Nov 30Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$51.90, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Communications industry in Taiwan. Total returns to shareholders of 54% over the past three years.
Reported Earnings • Nov 16Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: NT$2.34 (up from NT$0.34 in 3Q 2021). Revenue: NT$879.5m (up 14% from 3Q 2021). Net income: NT$155.3m (up NT$132.4m from 3Q 2021). Profit margin: 18% (up from 3.0% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 153%. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Hui-Wen Huang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: NT$2.34 (up from NT$0.34 in 3Q 2021). Revenue: NT$879.5m (up 14% from 3Q 2021). Net income: NT$155.3m (up NT$132.4m from 3Q 2021). Profit margin: 18% (up from 3.0% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 153%. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Communications industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$1.25 (vs NT$0.53 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.25 (up from NT$0.53 in 2Q 2021). Revenue: NT$770.1m (up 5.9% from 2Q 2021). Net income: NT$82.8m (up 138% from 2Q 2021). Profit margin: 11% (up from 4.8% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$49.85, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 19x in the Communications industry in Taiwan. Total returns to shareholders of 49% over the past three years.
Upcoming Dividend • Jul 20Upcoming dividend of NT$1.20 per shareEligible shareholders must have bought the stock before 27 July 2022. Payment date: 23 August 2022. Payout ratio is a comfortable 48% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (6.8%). Lower than average of industry peers (3.0%).
공시 • Jul 12Ezconn Corporation Announces Cash Dividend, Payable on August 23, 2022EZconn Corporation announced Cash dividend of TWD 79,560,000 (TWD 1.2 per share), payable on August 23, 2022 with record date of August 2, 2022 and ex-dividend date of July 27, 2022.
공시 • Jun 29Ezconn Corporation Approves Ratification of 2021 Earnings DistributionEZconn Corporation at its Annual General Shareholders held on June 27, 2022 approved the ratification of 2021 earnings distribution: Cash dividends to share holders: TWD 1.2 per share.
Reported Earnings • May 14First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: NT$1.13 (up from NT$0.21 in 1Q 2021). Revenue: NT$706.5m (up 2.4% from 1Q 2021). Net income: NT$74.9m (up 429% from 1Q 2021). Profit margin: 11% (up from 2.1% in 1Q 2021). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 118%. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has remained flat.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Hui-Wen Huang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$41.70, the stock trades at a trailing P/E ratio of 26.7x. Average trailing P/E is 23x in the Communications industry in Taiwan. Total returns to shareholders of 18% over the past three years.
Reported Earnings • Mar 28Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$1.56 (up from NT$0.57 loss in FY 2020). Revenue: NT$2.81b (up 17% from FY 2020). Net income: NT$103.4m (up NT$141.5m from FY 2020). Profit margin: 3.7% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 118%. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.34 (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$768.6m (up 18% from 3Q 2020). Net income: NT$22.9m (up 173% from 3Q 2020). Profit margin: 3.0% (up from 1.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$0.53 (vs NT$0.11 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$727.6m (up 25% from 2Q 2020). Net income: NT$34.8m (up 383% from 2Q 2020). Profit margin: 4.8% (up from 1.2% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Aug 12Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 19 August 2021. Payment date: 17 September 2021. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.1%). In line with average of industry peers (3.0%).
Executive Departure • Aug 05Chief Operating Officer Chung-Chiang Hsiao has left the companyOn the 1st of August, Chung-Chiang Hsiao's tenure as Chief Operating Officer ended after 3.0 years in the role. We don't have any record of a personal shareholding under Chung-Chiang's name. Chung-Chiang is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.42 years.
Reported Earnings • May 16First quarter 2021 earnings released: EPS NT$0.21 (vs NT$0.54 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$689.8m (up 25% from 1Q 2020). Net income: NT$14.2m (up NT$50.7m from 1Q 2020). Profit margin: 2.1% (up from net loss in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 26Full year 2020 earnings released: NT$0.57 loss per share (vs NT$0.28 loss in FY 2019)The company reported a poor full year result with increased losses and weaker control over costs, although revenues were flat. Full year 2020 results: Revenue: NT$2.41b (flat on FY 2019). Net loss: NT$38.1m (loss widened 97% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공시 • Mar 19EZconn Corporation, Annual General Meeting, Jun 29, 2021EZconn Corporation, Annual General Meeting, Jun 29, 2021. Location: Chientan Youth Activity Center, No. 16, Sec. 4, Zhongshan N. Rd Shilin Dist. Tai Pei Taiwan Agenda: To consider 2020 business report; to consider 2020 audit committee's audit report; to consider 2020 earnings distribution in cash dividends report; to consider 2020 business report, stand-alone financial statement and consolidated financial statement; to consider 2020 earnings distribution; to consider amendments to the Articles of Association; to consider amendments to the rules of procedure for shareholders meetings; and to consider private placement of common shares to increase cash capital.
분석 기사 • Feb 23Factors Income Investors Should Consider Before Adding EZconn Corporation (TPE:6442) To Their PortfolioDividend paying stocks like EZconn Corporation ( TPE:6442 ) tend to be popular with investors, and for good reason...
분석 기사 • Jan 19How Much Did EZconn's(TPE:6442) Shareholders Earn From Share Price Movements Over The Last Five Years?For many, the main point of investing is to generate higher returns than the overall market. But even the best stock...