View ValuationWiwynn 향후 성장Future 기준 점검 5/6Wiwynn (는) 각각 연간 21.3% 및 27.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 21% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 38.1% 로 예상됩니다.핵심 정보21.3%이익 성장률20.96%EPS 성장률Tech 이익 성장21.6%매출 성장률27.7%향후 자기자본이익률38.07%애널리스트 커버리지Good마지막 업데이트30 Apr 2026최근 향후 성장 업데이트Major Estimate Revision • Nov 17Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from NT$868.3b to NT$908.1b. EPS estimate increased from NT$239 to NT$266 per share. Net income forecast to grow 24% next year vs 29% growth forecast for Tech industry in Taiwan. Consensus price target up from NT$4,504 to NT$5,228. Share price was steady at NT$4,360 over the past week.Price Target Changed • Nov 10Price target increased by 7.2% to NT$4,828Up from NT$4,504, the current price target is an average from 16 analysts. New target price is 12% above last closing price of NT$4,295. Stock is up 106% over the past year. The company is forecast to post earnings per share of NT$266 for next year compared to NT$127 last year.Price Target Changed • Oct 27Price target increased by 7.2% to NT$4,504Up from NT$4,201, the current price target is an average from 16 analysts. New target price is 11% above last closing price of NT$4,055. Stock is up 106% over the past year. The company is forecast to post earnings per share of NT$239 for next year compared to NT$127 last year.Price Target Changed • Oct 24Price target increased by 8.6% to NT$4,459Up from NT$4,108, the current price target is an average from 16 analysts. New target price is 8.6% above last closing price of NT$4,105. Stock is up 107% over the past year. The company is forecast to post earnings per share of NT$237 for next year compared to NT$127 last year.Price Target Changed • Oct 21Price target increased by 7.7% to NT$4,295Up from NT$3,989, the current price target is an average from 16 analysts. New target price is 5.5% above last closing price of NT$4,070. Stock is up 101% over the past year. The company is forecast to post earnings per share of NT$234 for next year compared to NT$127 last year.Price Target Changed • Aug 12Price target increased by 13% to NT$3,704Up from NT$3,265, the current price target is an average from 16 analysts. New target price is 13% above last closing price of NT$3,280. Stock is up 68% over the past year. The company is forecast to post earnings per share of NT$226 for next year compared to NT$127 last year.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$4,350, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Tech industry in Taiwan. Total returns to shareholders of 319% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$2,092 per share.공지 • Mar 17Wiwynn Showcases NVIDIA Vera Rubin NVL72 AI Factory Infrastructure At NVIDIA GTC 2026Wiwynn is showcasing the latest NVIDIA-powered AI solutions, developed in collaboration with Wistron, at GTC 2026 (Booth #1121). From board-level innovation to rack-scale integration and validation, Wiwynn's end-to-end expertise in accelerated computing, storage, and liquid cooling delivers future-ready AI factories with breakthrough performance, exceptional energy efficiency, and faster time-to-value. Technology highlights NVIDIA Vera Rubin NVL72: Wiwynn and Wistron are among the first in line with readiness for the fully liquid-cooled, rack-scale platform unifying 72 NVIDIA Rubin GPUs and 36 NVIDIA Vera CPUs. Optimized for frontier AI model training, inference and reasoning, the platform delivers up to 10X higher performance per watt through extreme co-design —delivering breakthrough performance and efficiency for AI factories. NVIDIA HGX Rubin NVL8: A top-tier modular accelerated computing platform—a fanless, high-density 2U system with eight NVIDIA Rubin GPUs and 100% liquid cooling to achieve remarkable PUE. Scales from 8 to 16 systems per rack over NVIDIA Spectrum-X Ethernet or NVIDIA Quantum-X800 InfiniBand, adapting to evolving compute needs at scale. NVIDIA RTX PRO Server: A compact 2U Arm-based platform that pairs dual NVIDIA Vera CPUs with two NVIDIA RTX PRO 4500 Blackwell Server Edition GPUs (32GB GDDR7 each) to power neural rendering and AI-driven design. Storage-Next: Part of NVIDIA's Storage-Next initiative, the GPU-initiated storage architecture leverages NVIDIA SCADA to directly orchestrate I/O across a 96-drive NVMe array via the GPU, delivering ultra-high IOPS, sub-millisecond tail latencies and petabyte-class density for GNN, LLM inference, and RAG. Direct liquid cooling, integrated per-drive telemetry and multi-zone leak detection enable high efficiency and hot-serviceability. Session at GTC 2026 Topic: Build an AI-Ready Data Center: Practical Insights from YTL, Wiwynn, and NVIDIA March 19, 2026, 10:00–10:40 a.m. PT A deep dive into L11–L12 co-engineering—from rack delivery to cluster acceptance—accelerating deployments and optimizing thermals, power, and serviceability.공지 • Mar 02Wiwynn Corporation, Annual General Meeting, May 25, 2026Wiwynn Corporation, Annual General Meeting, May 25, 2026. Location: 2 floor building. c no,94, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city TaiwanReported Earnings • Feb 27Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: NT$275 (up from NT$127 in FY 2024). Revenue: NT$950.7b (up 164% from FY 2024). Net income: NT$51.1b (up 124% from FY 2024). Profit margin: 5.4% (down from 6.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 1.7%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Feb 25Now 22% overvaluedOver the last 90 days, the stock has fallen 8.9% to NT$4,055. The fair value is estimated to be NT$3,311, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 95% in 2 years. Earnings are forecast to grow by 57% in the next 2 years.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$3,910, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Tech industry in Taiwan. Total returns to shareholders of 445% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$3,420 per share.공지 • Nov 18Wiwynn Delivers Best MLPerf Training v5.1 (Closed) Llama 2 70B LoRA Results at YTL Malaysia Data CenterWiwynn announced best results in the MLPerf®? Training v5.1 Llama 2 70B LoRA benchmark (Closed division), earning best performance on both 1x and 8x NVIDIA GB200 NVL72 configurations. The submissions were executed on production systems already deployed by YTL AI Cloud, spanning a 1-rack NVIDIA GB200 NVL72 (with 72 NVIDIA BlackwellGPUs) and an 8-rack NVIDIA GB200NVL72 integrating 576 GPUs-- demonstrating leadership from single-rack to multi-rack scale. The verified MLPerf scores highlight Wiwynn's strengths in system design, manufacturing, liquid cooling, multi-rack integration, and hardware/software co-optimization, combined with YTL's excellence in AI infrastructure integration and operations. Together, the partners demonstrate how close collaboration between system manufacturers and data center operators can deliver production-grade, benchmark-verified AI training performance.Major Estimate Revision • Nov 17Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from NT$868.3b to NT$908.1b. EPS estimate increased from NT$239 to NT$266 per share. Net income forecast to grow 24% next year vs 29% growth forecast for Tech industry in Taiwan. Consensus price target up from NT$4,504 to NT$5,228. Share price was steady at NT$4,360 over the past week.Buy Or Sell Opportunity • Nov 14Now 21% undervaluedOver the last 90 days, the stock has risen 28% to NT$4,290. The fair value is estimated to be NT$5,428, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 76% in 2 years. Earnings are forecast to grow by 42% in the next 2 years.Price Target Changed • Nov 10Price target increased by 7.2% to NT$4,828Up from NT$4,504, the current price target is an average from 16 analysts. New target price is 12% above last closing price of NT$4,295. Stock is up 106% over the past year. The company is forecast to post earnings per share of NT$266 for next year compared to NT$127 last year.Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$82.92 (vs NT$34.36 in 3Q 2024)Third quarter 2025 results: EPS: NT$82.92 (up from NT$34.36 in 3Q 2024). Revenue: NT$266.8b (up 173% from 3Q 2024). Net income: NT$15.4b (up 144% from 3Q 2024). Profit margin: 5.8% (down from 6.5% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Tech industry in Taiwan. 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 71% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Oct 27Price target increased by 7.2% to NT$4,504Up from NT$4,201, the current price target is an average from 16 analysts. New target price is 11% above last closing price of NT$4,055. Stock is up 106% over the past year. The company is forecast to post earnings per share of NT$239 for next year compared to NT$127 last year.Price Target Changed • Oct 24Price target increased by 8.6% to NT$4,459Up from NT$4,108, the current price target is an average from 16 analysts. New target price is 8.6% above last closing price of NT$4,105. Stock is up 107% over the past year. The company is forecast to post earnings per share of NT$237 for next year compared to NT$127 last year.Price Target Changed • Oct 21Price target increased by 7.7% to NT$4,295Up from NT$3,989, the current price target is an average from 16 analysts. New target price is 5.5% above last closing price of NT$4,070. Stock is up 101% over the past year. The company is forecast to post earnings per share of NT$234 for next year compared to NT$127 last year.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$4,070, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Tech industry in Taiwan. Total returns to shareholders of 597% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$5,770 per share.공지 • Oct 14Wiwynn Debuts Double-Wide Rack Architecture for Next-Generation AI at OCP Global Summit 2025Wiwynn unveiled its double-wide rack architecture to address the industry shift toward larger, higher-power AI chips at the OCP Global Summit 2025 (Booth B13, San Jose Convention Center). The architecture brings together an HVDC power rack and busbar, advanced liquid cooling, and a signal-integ integrity-optimized compute/switch layout to tackle data transmission, power delivery, thermal, and mechanical challenges in high-density computing--propelling the future of AI and turning ideas into impact. Double-Wide Rack: Doubles the width of traditional rack to accommodate growing chip/module footprints as compute demand rises. The double-wide compute tray places four large AI accelerators side by side, supporting chips scaling to 9.5-reticle with 12x HBM and substrates up to 120 x 150 mm. The design reserves on-board high-speed interconnects and signal integrity while reducing cable routing and signal loss. It is co-designed with the switch tray configuration to ensure high-speed signal quality in scale-up scenarios. The compute and switch trays use an advanced mechanical design with a reinforced chassis to prevent sagging. The new architecture is engineered to accommodate next-generation accelerators such as AMD Instinct™? MI400 Series GPUs, enabling rack scale performance for frontier AI training and inference. HVDC power: To meet surging rack-level power density, the architecture adopts HVDC power delivery. A HVDC power rack converts AC to +-400/800 VDC and distributes it to IT racks next to it via vertical and horizontal busbars and connectors, significantly reducing distribution losses while boosting energy efficiency and scalability. With ecosystem partners, Wiwynn offers +-400/800 V DC and 50 VDC busbar options and the required power delivery boards (PDBs) to flexibly support data center needs. Liquid-cooled Busbar: Engineered for high-current busbars, integrating liquid cooling to control temperature and reliability, improving safety and stability. Supports Wiwynn's in-house design with flexible inlet/outlet configurations to fit diverse data center liquid-cooling loops, while also supporting multi-vendor solutions. Advanced Liquid Cooling Solutions: Targeting 4 kW class chip thermal capability, the portfolio includes high-efficiency cold plates, AALC, in-row CDUs, and liquid-cooling management. It balances reliability, serviceability, and scalability to deliver efficient, sustainable cooling for AI/HPC workloads.Buy Or Sell Opportunity • Sep 26Now 21% undervaluedOver the last 90 days, the stock has risen 21% to NT$3,050. The fair value is estimated to be NT$3,839, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 77% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$3,350, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Tech industry in Taiwan. Total returns to shareholders of 382% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$5,582 per share.Price Target Changed • Aug 12Price target increased by 13% to NT$3,704Up from NT$3,265, the current price target is an average from 16 analysts. New target price is 13% above last closing price of NT$3,280. Stock is up 68% over the past year. The company is forecast to post earnings per share of NT$226 for next year compared to NT$127 last year.Reported Earnings • Aug 09Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: NT$65.23 (up from NT$26.85 in 2Q 2024). Revenue: NT$220.7b (up 185% from 2Q 2024). Net income: NT$12.1b (up 158% from 2Q 2024). Profit margin: 5.5% (down from 6.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.4%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jun 17Upcoming dividend of NT$74.00 per shareEligible shareholders must have bought the stock before 24 June 2025. Payment date: 17 July 2025. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (3.7%).Declared Dividend • May 31Dividend increased to NT$74.00Dividend of NT$74.00 is 76% higher than last year. Ex-date: 24th June 2025 Payment date: 17th July 2025 Dividend yield will be 3.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 43% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공지 • May 30+ 1 more updateWiwynn Corporation Approves Cash Dividend, Payable on July 27, 2025Wiwynn Corporation approved cash dividend of TWD 74 per share, totally TWD 13,752,218,534 allocated for cash dividend, payable on Ex-rights (ex-dividend) trading date: June 24, 2025, Last date before book closure: June 25, 2025, Book closure starting date: June 26, 2025, Book closure ending date: June 30, 2025, Ex-rights (ex-dividend) record date: June 30, 2025, Payment date of common stock cash dividend distribution: July 27, 2025. Date of the resolution by the board of directors or shareholders meeting or decision by the Company: May 29, 2025.공지 • May 20+ 1 more updateFabric8labs to Showcase Ecam Enabled Cold Plate with Wiwynn At Computex 2025 for Best-In-Class Liquid Cooled Ai Data CentersFabric8Labs, Inc. announced a collaboration with Wiwynn, an innovative cloud IT infrastructure provider for data centers, to demonstrate advanced cold plates, utilizing ECAM technology, at Computex 2025, taking place May 20-23 at Taipei Nangang Exhibition Center, Hall 1, for next-generation AI data centers. This collaboration brings together Fabric8Labs' breakthrough additive manufacturing technology with Wiwynn's leadership in high-performance, energy-efficient server and rack solutions to address the escalating thermal challenges posed by high power density silicon and AI workloads.Leveraging Fabric8Labs' proprietary ECAM process, the companies are introducing highly customized cold plates engineered to match the power maps of advanced AI accelerators. These solutions feature parametrically optimized fin structures that direct coolant flow to thermal hot spots, delivering optimized thermal-hydraulic performance, uniform die temperature distribution, and thermal performance enhancements 48% better than traditional skived microchannel technologies.By integrating ECAM-enabled components, Wiwynn's systems are designed to meet the rising demands of AI infrastructure, offering best-in-class cooling, improved device reliability, and a lower total cost of ownership.Reported Earnings • May 09First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$52.70 (up from NT$26.92 in 1Q 2024). Revenue: NT$170.7b (up 145% from 1Q 2024). Net income: NT$9.79b (up 108% from 1Q 2024). Profit margin: 5.7% (down from 6.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.공지 • May 01Wiwynn Corporation to Report Q1, 2025 Results on May 08, 2025Wiwynn Corporation announced that they will report Q1, 2025 results on May 08, 2025Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$1,910, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Tech industry in Taiwan. Total returns to shareholders of 115% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$2,526 per share.New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.8% average weekly change). High level of non-cash earnings (114% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.공지 • Mar 19+ 3 more updatesWiwynn to Highlight Its AI Servers, Developed in Collaboration with Wistron, Powered by the Nvidia Blackwell Ultra Platform at GTCWiwynn, is showcasing its latest innovations at GTC 2025 (booth #1804). Wiwynn will highlight its AI servers, developed in collaboration with Wistron, powered by the NVIDIA Blackwell Ultra platform. Additionally, Wiwynn will have its advanced rack-level liquid cooling management system, UMS100L, on display demonstrating leadership in AI GPU servers to address the growing demand of computing and cooling capabilities in the era of GenAI. Key highlights include: NVIDIA GB300 NVL72: Wiwynn and Wistron are among the first in line with NVIDIA GB300 NVL72 readiness. Accelerated by NVIDIA Blackwell Ultra with increased AI FLOPS and over 20TB of HBM3e memory, GB300 NVL72 leads the new era of AI and the next wave of accelerated computing. Featuring the cutting-edge fully liquid cooling design, NVIDIA ConnectX®-8 SuperNIC and the networking platform integration of NVIDIA Quantum-X800 InfiniBand and NVIDIA Spectrum-X™ Ethernet, GB300 NVL72 achieve superior rack-level thermal efficiency and AI computing acceleration, unleashing the optimal performance to enable breakthrough performance for AI reasoning, agentic AI and video inference applications. NVIDIA HGX™ B300 NVL16: debut a brand-new 10U HGX system built with NVIDIA Blackwell Ultra based HGX™ B300 NVL16, leads the new era of AI with optimized compute and increased memory, delivering breakthrough performance. By supporting power delivery options of both power supply units (PSU) and busbars, Wiwynn and Wistron enable datacenters to deploy this cutting-edge solution rapidly within their existing infrastructure. NVIDIA Spectrum-4: Building on the extensive development of optimized Ethernet connectivity solutions with the NVIDIA Spectrum-4 MAC, the companies are showcasing the revolutionary NVIDIA Spectrum-X™ Ethernet for AI networking platform with integration of SONiC and NVIDIA® Cumulus®. The innovative network solution is designed to power multi-tenant, hyperscale AI clouds through advanced Ethernet connectivity and enable flexibility of usage scenarios for datacenters. UMS100L: the purpose-built rack-level liquid cooling management system is designed for DLC racks, immersion cooling tanks, and data center facilities, compatible with various in-row CDUs and sidecars. It features advanced leakage detection, real-time monitoring, and rapid containment capabilities, ensuring the safety of critical equipment and data-driven decisions for datacenters.공지 • Mar 14Wiwynn Corporation Announces the Resignation of Sunlai Chang as Natural-Person Director, Effective May 29, 2025Wiwynn Corporation received the resignation letter from natural-person director Sunlai Chang on March 11, 2025. The effective date of the resignation is May 29, 2025. Resume of the previous position holder: Director of Wiwynn Corporation. Original term from May 29, 2023 to May 28, 2026. Reason for the change: Personal circumstances. The election of the new independent director will be held at 2025 shareholders' meeting.Board Change • Mar 13Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Charles Kau was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공지 • Mar 03Wiwynn Corporation, Annual General Meeting, May 29, 2025Wiwynn Corporation, Annual General Meeting, May 29, 2025. Location: 2 floor building. c no,94, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city TaiwanReported Earnings • Mar 01Full year 2024 earnings released: EPS: NT$127 (vs NT$68.88 in FY 2023)Full year 2024 results: EPS: NT$127 (up from NT$68.88 in FY 2023). Revenue: NT$360.5b (up 49% from FY 2023). Net income: NT$22.8b (up 89% from FY 2023). Profit margin: 6.3% (up from 5.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.공지 • Feb 21Wiwynn Corporation Announces Resignation of Steven Lu as Natural-Person Director, Effective May 29, 2025Wiwynn Corporation announced resignation of the company's natural-person director. Title and name of the previous position holder: Director/Steven Lu; Resume of the previous position holder: Director of Wiwynn Corporation. Reason for the change: Personal circumstances. The effective date of the resignation is May 29, 2025.공지 • Feb 20Wiwynn Corporation to Report Fiscal Year 2024 Results on Feb 27, 2025Wiwynn Corporation announced that they will report fiscal year 2024 results on Feb 27, 2025New Risk • Feb 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.2% average weekly change). High level of non-cash earnings (58% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$2,325, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Tech industry in Taiwan. Total returns to shareholders of 135% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$4,440 per share.New Risk • Dec 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.0% average weekly change). High level of non-cash earnings (58% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (6.3% increase in shares outstanding).Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$2,320, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Tech industry in Taiwan. Total returns to shareholders of 135% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$3,398 per share.Reported Earnings • Nov 15Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: NT$34.36 (up from NT$14.96 in 3Q 2023). Revenue: NT$97.8b (up 85% from 3Q 2023). Net income: NT$6.33b (up 142% from 3Q 2023). Profit margin: 6.5% (up from 5.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) also surpassed analyst estimates by 6.8%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.공지 • Nov 06Wiwynn Corporation to Report Q3, 2024 Results on Nov 13, 2024Wiwynn Corporation announced that they will report Q3, 2024 results on Nov 13, 2024Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$1,990, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Tech industry in Taiwan. Total returns to shareholders of 178% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$3,628 per share.New Risk • Oct 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.3% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.8% average weekly change). Shareholders have been diluted in the past year (6.3% increase in shares outstanding).Reported Earnings • Aug 10Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: NT$26.85 (up from NT$14.96 in 2Q 2023). Revenue: NT$77.5b (up 38% from 2Q 2023). Net income: NT$4.69b (up 80% from 2Q 2023). Profit margin: 6.1% (up from 4.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.7%. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.공지 • Aug 02Wiwynn Corporation to Report Q2, 2024 Results on Aug 08, 2024Wiwynn Corporation announced that they will report Q2, 2024 results on Aug 08, 2024Declared Dividend • May 27Dividend reduced to NT$42.00Dividend of NT$42.00 is 16% lower than last year. Ex-date: 11th June 2024 Payment date: 10th July 2024 Dividend yield will be 1.5%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 57% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 109% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공지 • May 25Wiwynn Corporation Approves Cash Dividend, Payable on July 10, 2024Wiwynn Corporation announced at shareholders meeting held on May 24, 2024, approved cash dividend of TWD 42 per share, totally TWD 7,343,313,222 allocated for cash dividend. Ex-rights (ex-dividend) trading date: June 11, 2024. Ex-rights (ex-dividend) record date: June 17, 2024. Payment date of common stock cash dividend distribution: July 10, 2024.공지 • May 24+ 1 more updateWiwynn Corporation Announces the Resignation of Sunlai Chang as CEOWiwynn Corporation announced the resignation of Sunlai Chang as CEO. Resume of the previous position holder: President & CEO of Wiwynn. Reason for the change: Due to health reasons, President & CEO, Sunlai his position was reassigned. Date of the board of directors resolution or date of occurrence of the change: May 22, 2024.Reported Earnings • May 10First quarter 2024 earnings released: EPS: NT$26.92 (vs NT$18.86 in 1Q 2023)First quarter 2024 results: EPS: NT$26.92 (up from NT$18.86 in 1Q 2023). Revenue: NT$69.6b (down 6.2% from 1Q 2023). Net income: NT$4.71b (up 43% from 1Q 2023). Profit margin: 6.8% (up from 4.4% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.공지 • May 01Wiwynn Corporation to Report Q1, 2024 Results on May 07, 2024Wiwynn Corporation announced that they will report Q1, 2024 results on May 07, 2024Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$2,575, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 19x in the Tech industry in Taiwan. Total returns to shareholders of 254% over the past three years.Price Target Changed • Mar 02Price target increased by 7.2% to NT$2,603Up from NT$2,427, the current price target is an average from 17 analysts. New target price is approximately in line with last closing price of NT$2,500. Stock is up 173% over the past year. The company is forecast to post earnings per share of NT$108 for next year compared to NT$68.88 last year.New Risk • Mar 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.6% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Price Target Changed • Feb 29Price target increased by 7.4% to NT$2,606Up from NT$2,427, the current price target is an average from 16 analysts. New target price is 12% above last closing price of NT$2,330. Stock is up 149% over the past year. The company is forecast to post earnings per share of NT$103 for next year compared to NT$68.88 last year.Reported Earnings • Feb 28Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: NT$68.88 (down from NT$81.07 in FY 2022). Revenue: NT$241.9b (down 17% from FY 2022). Net income: NT$12.0b (down 15% from FY 2022). Profit margin: 5.0% (up from 4.8% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 2.0%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.공지 • Feb 27Wiwynn Corporation, Annual General Meeting, May 24, 2024Wiwynn Corporation, Annual General Meeting, May 24, 2024. Location: Conference Room on the 2nd Floor, Building C, Oriental Science Park (2F., No. 94, Sec. 1, Xintai 5th Rd., Xizhi Dist New Taipei City Taiwan Agenda: To Report the business of 2023; to consider Audit Committee's review report; to consider Report 2023 employees' profit sharing and directors' compensation; to consider Ratification of the Business Report and Financial Statements of 2023; to consider Ratification of the proposal for distribution of 2023 profits; and to discuss other matters.Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$2,185, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the Tech industry in Taiwan. Total returns to shareholders of 186% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$2,149 per share.Price Target Changed • Jan 20Price target increased by 7.3% to NT$2,301Up from NT$2,143, the current price target is an average from 16 analysts. New target price is 16% above last closing price of NT$1,990. Stock is up 154% over the past year. The company is forecast to post earnings per share of NT$67.15 for next year compared to NT$81.07 last year.Reported Earnings • Nov 08Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: NT$14.96 (down from NT$24.68 in 3Q 2022). Revenue: NT$52.8b (down 34% from 3Q 2022). Net income: NT$2.62b (down 39% from 3Q 2022). Profit margin: 5.0% (down from 5.4% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) also missed analyst estimates by 5.5%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$1,770, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Tech industry in Taiwan. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$802 per share.Price Target Changed • Aug 09Price target increased by 8.1% to NT$1,915Up from NT$1,770, the current price target is an average from 16 analysts. New target price is 13% above last closing price of NT$1,690. Stock is up 136% over the past year. The company is forecast to post earnings per share of NT$68.71 for next year compared to NT$81.07 last year.Reported Earnings • Aug 08Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: NT$14.96 (down from NT$20.38 in 2Q 2022). Revenue: NT$56.3b (down 25% from 2Q 2022). Net income: NT$2.62b (down 27% from 2Q 2022). Profit margin: 4.6% (down from 4.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 9.6%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$1,555, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Tech industry in Taiwan. Total returns to shareholders of 122% over the past three years.Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 29%After last week's 29% share price gain to NT$1,945, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 23x in the Tech industry in Taiwan. Total returns to shareholders of 188% over the past three years.Price Target Changed • Jul 12Price target increased by 8.9% to NT$1,445Up from NT$1,328, the current price target is an average from 15 analysts. New target price is 17% below last closing price of NT$1,735. Stock is up 157% over the past year. The company is forecast to post earnings per share of NT$77.07 for next year compared to NT$81.07 last year.Price Target Changed • Jul 01Price target increased by 8.6% to NT$1,328Up from NT$1,223, the current price target is an average from 15 analysts. New target price is 6.5% below last closing price of NT$1,420. Stock is up 114% over the past year. The company is forecast to post earnings per share of NT$77.56 for next year compared to NT$81.07 last year.New Risk • Jul 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$1,420, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Tech industry in Taiwan. Total returns to shareholders of 97% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$620 per share.공지 • Jun 17+ 1 more updateWiwynn Corporation Announces CEO ChangesWiwynn Corporation announced that name and resume of the previous position holder, CEO: Emily Hong/Chairperson & CEO of the Company with name and resume of the new position holder: CEO: Sunlai Chang/President of the Company. Reason for the change: The Company’s board of directors approve a resolution. Ms. Emily Hong, Chairperson & CEO,is exempt from serving as CEO,and is appointed to Chairperson & CSO. Mr. Sunlai Chang, President,is promoted to President & CEO. Effective date is June 15, 2023.공지 • Jun 16Wiwynn Corporation Announces Remuneration Committee ChangesWiwynn Corporation announced that name and resume of the previous position holder Cathy Han/Independent Director of Wiwynn Corporation; Charles Kau/Independent Director of Wiwynn Corporation; and Victor Cheng/Independent Director of Wiwynn Corporation with name and resume of the new position holder Simon Dzeng/Independent Director of Wiwynn Corporation; Charles Kau/Independent Director of Wiwynn Corporation; and Victor Cheng/Independent Director of Wiwynn Corporation. Effective date of the new member is June 15, 2023.Upcoming Dividend • Jun 07Upcoming dividend of NT$50.00 per share at 4.2% yieldEligible shareholders must have bought the stock before 14 June 2023. Payment date: 07 July 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (5.6%). In line with average of industry peers (4.4%).공지 • May 30+ 1 more updateWiwynn Corporation Announces Change of ChairpersonWiwynn Corporation announced appointment of Emily Hong as chairperson in place of Simon Lin. Effective date of the new appointment is May 29, 2023.이익 및 매출 성장 예측TWSE:6669 - 애널리스트 향후 추정치 및 과거 재무 데이터 (TWD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,343,969104,608N/A92,485412/31/20271,803,15579,45541,37544,5341312/31/20261,344,80563,42442,47860,8641712/31/2025950,66351,118-14,556-624N/A9/30/2025773,83644,374-16,485-6,378N/A6/30/2025604,83135,291-31,681-22,384N/A3/31/2025461,56827,862-43,144-37,154N/A12/31/2024360,54122,776-25,101-19,993N/A9/30/2024303,47719,244-9,266-4,403N/A6/30/2024258,47615,53114,52319,289N/A3/31/2024237,30313,45318,22523,534N/A12/31/2023241,90112,04418,06123,060N/A9/30/2023270,79112,479-2,5082,045N/A6/30/2023297,64714,18012,76516,479N/A3/31/2023316,39615,12719,46421,754N/A12/31/2022292,87614,17529,08930,678N/A9/30/2022262,31612,83834,42835,241N/A6/30/2022227,90510,5492,4353,165N/A3/31/2022204,0419,295-2,884-2,254N/A12/31/2021192,6268,648-14,799-14,212N/A9/30/2021188,2618,766-1,923-1,309N/A6/30/2021190,2038,985-2,697-2,146N/A3/31/2021191,0818,8461,6612,290N/A12/31/2020186,9288,61013,47514,092N/A9/30/2020183,9687,826-9,593-8,814N/A6/30/2020170,1096,9491,1822,107N/A3/31/2020160,3016,4382,1633,001N/A12/31/2019163,6006,1697,1417,905N/A9/30/2019160,6705,502N/A12,638N/A6/30/2019175,8455,644N/A2,286N/A3/31/2019179,9495,721N/A-1,723N/A12/31/2018181,0655,578N/A-10,162N/A9/30/2018165,6144,691N/A-3,056N/A6/30/2018139,9973,534N/A412N/A3/31/2018114,8432,150N/A-1,409N/A12/31/201785,6751,208N/A4,212N/A9/30/201764,021874N/A-4,097N/A6/30/201750,636581N/A-1,914N/A3/31/201735,774326N/A-1,459N/A12/31/201631,741311N/A-4,830N/A12/31/201510,803273N/A899N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 6669 의 연간 예상 수익 증가율(21.3%)이 saving rate(1.3%)보다 높습니다.수익 vs 시장: 6669 의 연간 수익(21.3%)이 TW 시장(25.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 6669 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 6669 의 수익(연간 27.7%)이 TW 시장(연간 18.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 6669 의 수익(연간 27.7%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 6669의 자본 수익률은 3년 후 38.1%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 21:04종가2026/05/07 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Wiwynn Corporation는 23명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Skye ChenAletheia Analyst Network LimitedShaotang LeeBNP ParibasRobert ChengBofA Global Research20명의 분석가 더 보기
Major Estimate Revision • Nov 17Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from NT$868.3b to NT$908.1b. EPS estimate increased from NT$239 to NT$266 per share. Net income forecast to grow 24% next year vs 29% growth forecast for Tech industry in Taiwan. Consensus price target up from NT$4,504 to NT$5,228. Share price was steady at NT$4,360 over the past week.
Price Target Changed • Nov 10Price target increased by 7.2% to NT$4,828Up from NT$4,504, the current price target is an average from 16 analysts. New target price is 12% above last closing price of NT$4,295. Stock is up 106% over the past year. The company is forecast to post earnings per share of NT$266 for next year compared to NT$127 last year.
Price Target Changed • Oct 27Price target increased by 7.2% to NT$4,504Up from NT$4,201, the current price target is an average from 16 analysts. New target price is 11% above last closing price of NT$4,055. Stock is up 106% over the past year. The company is forecast to post earnings per share of NT$239 for next year compared to NT$127 last year.
Price Target Changed • Oct 24Price target increased by 8.6% to NT$4,459Up from NT$4,108, the current price target is an average from 16 analysts. New target price is 8.6% above last closing price of NT$4,105. Stock is up 107% over the past year. The company is forecast to post earnings per share of NT$237 for next year compared to NT$127 last year.
Price Target Changed • Oct 21Price target increased by 7.7% to NT$4,295Up from NT$3,989, the current price target is an average from 16 analysts. New target price is 5.5% above last closing price of NT$4,070. Stock is up 101% over the past year. The company is forecast to post earnings per share of NT$234 for next year compared to NT$127 last year.
Price Target Changed • Aug 12Price target increased by 13% to NT$3,704Up from NT$3,265, the current price target is an average from 16 analysts. New target price is 13% above last closing price of NT$3,280. Stock is up 68% over the past year. The company is forecast to post earnings per share of NT$226 for next year compared to NT$127 last year.
Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$4,350, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Tech industry in Taiwan. Total returns to shareholders of 319% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$2,092 per share.
공지 • Mar 17Wiwynn Showcases NVIDIA Vera Rubin NVL72 AI Factory Infrastructure At NVIDIA GTC 2026Wiwynn is showcasing the latest NVIDIA-powered AI solutions, developed in collaboration with Wistron, at GTC 2026 (Booth #1121). From board-level innovation to rack-scale integration and validation, Wiwynn's end-to-end expertise in accelerated computing, storage, and liquid cooling delivers future-ready AI factories with breakthrough performance, exceptional energy efficiency, and faster time-to-value. Technology highlights NVIDIA Vera Rubin NVL72: Wiwynn and Wistron are among the first in line with readiness for the fully liquid-cooled, rack-scale platform unifying 72 NVIDIA Rubin GPUs and 36 NVIDIA Vera CPUs. Optimized for frontier AI model training, inference and reasoning, the platform delivers up to 10X higher performance per watt through extreme co-design —delivering breakthrough performance and efficiency for AI factories. NVIDIA HGX Rubin NVL8: A top-tier modular accelerated computing platform—a fanless, high-density 2U system with eight NVIDIA Rubin GPUs and 100% liquid cooling to achieve remarkable PUE. Scales from 8 to 16 systems per rack over NVIDIA Spectrum-X Ethernet or NVIDIA Quantum-X800 InfiniBand, adapting to evolving compute needs at scale. NVIDIA RTX PRO Server: A compact 2U Arm-based platform that pairs dual NVIDIA Vera CPUs with two NVIDIA RTX PRO 4500 Blackwell Server Edition GPUs (32GB GDDR7 each) to power neural rendering and AI-driven design. Storage-Next: Part of NVIDIA's Storage-Next initiative, the GPU-initiated storage architecture leverages NVIDIA SCADA to directly orchestrate I/O across a 96-drive NVMe array via the GPU, delivering ultra-high IOPS, sub-millisecond tail latencies and petabyte-class density for GNN, LLM inference, and RAG. Direct liquid cooling, integrated per-drive telemetry and multi-zone leak detection enable high efficiency and hot-serviceability. Session at GTC 2026 Topic: Build an AI-Ready Data Center: Practical Insights from YTL, Wiwynn, and NVIDIA March 19, 2026, 10:00–10:40 a.m. PT A deep dive into L11–L12 co-engineering—from rack delivery to cluster acceptance—accelerating deployments and optimizing thermals, power, and serviceability.
공지 • Mar 02Wiwynn Corporation, Annual General Meeting, May 25, 2026Wiwynn Corporation, Annual General Meeting, May 25, 2026. Location: 2 floor building. c no,94, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city Taiwan
Reported Earnings • Feb 27Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: NT$275 (up from NT$127 in FY 2024). Revenue: NT$950.7b (up 164% from FY 2024). Net income: NT$51.1b (up 124% from FY 2024). Profit margin: 5.4% (down from 6.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 1.7%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Feb 25Now 22% overvaluedOver the last 90 days, the stock has fallen 8.9% to NT$4,055. The fair value is estimated to be NT$3,311, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 95% in 2 years. Earnings are forecast to grow by 57% in the next 2 years.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$3,910, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Tech industry in Taiwan. Total returns to shareholders of 445% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$3,420 per share.
공지 • Nov 18Wiwynn Delivers Best MLPerf Training v5.1 (Closed) Llama 2 70B LoRA Results at YTL Malaysia Data CenterWiwynn announced best results in the MLPerf®? Training v5.1 Llama 2 70B LoRA benchmark (Closed division), earning best performance on both 1x and 8x NVIDIA GB200 NVL72 configurations. The submissions were executed on production systems already deployed by YTL AI Cloud, spanning a 1-rack NVIDIA GB200 NVL72 (with 72 NVIDIA BlackwellGPUs) and an 8-rack NVIDIA GB200NVL72 integrating 576 GPUs-- demonstrating leadership from single-rack to multi-rack scale. The verified MLPerf scores highlight Wiwynn's strengths in system design, manufacturing, liquid cooling, multi-rack integration, and hardware/software co-optimization, combined with YTL's excellence in AI infrastructure integration and operations. Together, the partners demonstrate how close collaboration between system manufacturers and data center operators can deliver production-grade, benchmark-verified AI training performance.
Major Estimate Revision • Nov 17Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from NT$868.3b to NT$908.1b. EPS estimate increased from NT$239 to NT$266 per share. Net income forecast to grow 24% next year vs 29% growth forecast for Tech industry in Taiwan. Consensus price target up from NT$4,504 to NT$5,228. Share price was steady at NT$4,360 over the past week.
Buy Or Sell Opportunity • Nov 14Now 21% undervaluedOver the last 90 days, the stock has risen 28% to NT$4,290. The fair value is estimated to be NT$5,428, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 76% in 2 years. Earnings are forecast to grow by 42% in the next 2 years.
Price Target Changed • Nov 10Price target increased by 7.2% to NT$4,828Up from NT$4,504, the current price target is an average from 16 analysts. New target price is 12% above last closing price of NT$4,295. Stock is up 106% over the past year. The company is forecast to post earnings per share of NT$266 for next year compared to NT$127 last year.
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$82.92 (vs NT$34.36 in 3Q 2024)Third quarter 2025 results: EPS: NT$82.92 (up from NT$34.36 in 3Q 2024). Revenue: NT$266.8b (up 173% from 3Q 2024). Net income: NT$15.4b (up 144% from 3Q 2024). Profit margin: 5.8% (down from 6.5% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Tech industry in Taiwan. 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 71% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Oct 27Price target increased by 7.2% to NT$4,504Up from NT$4,201, the current price target is an average from 16 analysts. New target price is 11% above last closing price of NT$4,055. Stock is up 106% over the past year. The company is forecast to post earnings per share of NT$239 for next year compared to NT$127 last year.
Price Target Changed • Oct 24Price target increased by 8.6% to NT$4,459Up from NT$4,108, the current price target is an average from 16 analysts. New target price is 8.6% above last closing price of NT$4,105. Stock is up 107% over the past year. The company is forecast to post earnings per share of NT$237 for next year compared to NT$127 last year.
Price Target Changed • Oct 21Price target increased by 7.7% to NT$4,295Up from NT$3,989, the current price target is an average from 16 analysts. New target price is 5.5% above last closing price of NT$4,070. Stock is up 101% over the past year. The company is forecast to post earnings per share of NT$234 for next year compared to NT$127 last year.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$4,070, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Tech industry in Taiwan. Total returns to shareholders of 597% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$5,770 per share.
공지 • Oct 14Wiwynn Debuts Double-Wide Rack Architecture for Next-Generation AI at OCP Global Summit 2025Wiwynn unveiled its double-wide rack architecture to address the industry shift toward larger, higher-power AI chips at the OCP Global Summit 2025 (Booth B13, San Jose Convention Center). The architecture brings together an HVDC power rack and busbar, advanced liquid cooling, and a signal-integ integrity-optimized compute/switch layout to tackle data transmission, power delivery, thermal, and mechanical challenges in high-density computing--propelling the future of AI and turning ideas into impact. Double-Wide Rack: Doubles the width of traditional rack to accommodate growing chip/module footprints as compute demand rises. The double-wide compute tray places four large AI accelerators side by side, supporting chips scaling to 9.5-reticle with 12x HBM and substrates up to 120 x 150 mm. The design reserves on-board high-speed interconnects and signal integrity while reducing cable routing and signal loss. It is co-designed with the switch tray configuration to ensure high-speed signal quality in scale-up scenarios. The compute and switch trays use an advanced mechanical design with a reinforced chassis to prevent sagging. The new architecture is engineered to accommodate next-generation accelerators such as AMD Instinct™? MI400 Series GPUs, enabling rack scale performance for frontier AI training and inference. HVDC power: To meet surging rack-level power density, the architecture adopts HVDC power delivery. A HVDC power rack converts AC to +-400/800 VDC and distributes it to IT racks next to it via vertical and horizontal busbars and connectors, significantly reducing distribution losses while boosting energy efficiency and scalability. With ecosystem partners, Wiwynn offers +-400/800 V DC and 50 VDC busbar options and the required power delivery boards (PDBs) to flexibly support data center needs. Liquid-cooled Busbar: Engineered for high-current busbars, integrating liquid cooling to control temperature and reliability, improving safety and stability. Supports Wiwynn's in-house design with flexible inlet/outlet configurations to fit diverse data center liquid-cooling loops, while also supporting multi-vendor solutions. Advanced Liquid Cooling Solutions: Targeting 4 kW class chip thermal capability, the portfolio includes high-efficiency cold plates, AALC, in-row CDUs, and liquid-cooling management. It balances reliability, serviceability, and scalability to deliver efficient, sustainable cooling for AI/HPC workloads.
Buy Or Sell Opportunity • Sep 26Now 21% undervaluedOver the last 90 days, the stock has risen 21% to NT$3,050. The fair value is estimated to be NT$3,839, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 77% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$3,350, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Tech industry in Taiwan. Total returns to shareholders of 382% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$5,582 per share.
Price Target Changed • Aug 12Price target increased by 13% to NT$3,704Up from NT$3,265, the current price target is an average from 16 analysts. New target price is 13% above last closing price of NT$3,280. Stock is up 68% over the past year. The company is forecast to post earnings per share of NT$226 for next year compared to NT$127 last year.
Reported Earnings • Aug 09Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: NT$65.23 (up from NT$26.85 in 2Q 2024). Revenue: NT$220.7b (up 185% from 2Q 2024). Net income: NT$12.1b (up 158% from 2Q 2024). Profit margin: 5.5% (down from 6.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.4%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jun 17Upcoming dividend of NT$74.00 per shareEligible shareholders must have bought the stock before 24 June 2025. Payment date: 17 July 2025. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (3.7%).
Declared Dividend • May 31Dividend increased to NT$74.00Dividend of NT$74.00 is 76% higher than last year. Ex-date: 24th June 2025 Payment date: 17th July 2025 Dividend yield will be 3.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 43% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공지 • May 30+ 1 more updateWiwynn Corporation Approves Cash Dividend, Payable on July 27, 2025Wiwynn Corporation approved cash dividend of TWD 74 per share, totally TWD 13,752,218,534 allocated for cash dividend, payable on Ex-rights (ex-dividend) trading date: June 24, 2025, Last date before book closure: June 25, 2025, Book closure starting date: June 26, 2025, Book closure ending date: June 30, 2025, Ex-rights (ex-dividend) record date: June 30, 2025, Payment date of common stock cash dividend distribution: July 27, 2025. Date of the resolution by the board of directors or shareholders meeting or decision by the Company: May 29, 2025.
공지 • May 20+ 1 more updateFabric8labs to Showcase Ecam Enabled Cold Plate with Wiwynn At Computex 2025 for Best-In-Class Liquid Cooled Ai Data CentersFabric8Labs, Inc. announced a collaboration with Wiwynn, an innovative cloud IT infrastructure provider for data centers, to demonstrate advanced cold plates, utilizing ECAM technology, at Computex 2025, taking place May 20-23 at Taipei Nangang Exhibition Center, Hall 1, for next-generation AI data centers. This collaboration brings together Fabric8Labs' breakthrough additive manufacturing technology with Wiwynn's leadership in high-performance, energy-efficient server and rack solutions to address the escalating thermal challenges posed by high power density silicon and AI workloads.Leveraging Fabric8Labs' proprietary ECAM process, the companies are introducing highly customized cold plates engineered to match the power maps of advanced AI accelerators. These solutions feature parametrically optimized fin structures that direct coolant flow to thermal hot spots, delivering optimized thermal-hydraulic performance, uniform die temperature distribution, and thermal performance enhancements 48% better than traditional skived microchannel technologies.By integrating ECAM-enabled components, Wiwynn's systems are designed to meet the rising demands of AI infrastructure, offering best-in-class cooling, improved device reliability, and a lower total cost of ownership.
Reported Earnings • May 09First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$52.70 (up from NT$26.92 in 1Q 2024). Revenue: NT$170.7b (up 145% from 1Q 2024). Net income: NT$9.79b (up 108% from 1Q 2024). Profit margin: 5.7% (down from 6.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
공지 • May 01Wiwynn Corporation to Report Q1, 2025 Results on May 08, 2025Wiwynn Corporation announced that they will report Q1, 2025 results on May 08, 2025
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$1,910, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Tech industry in Taiwan. Total returns to shareholders of 115% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$2,526 per share.
New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.8% average weekly change). High level of non-cash earnings (114% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
공지 • Mar 19+ 3 more updatesWiwynn to Highlight Its AI Servers, Developed in Collaboration with Wistron, Powered by the Nvidia Blackwell Ultra Platform at GTCWiwynn, is showcasing its latest innovations at GTC 2025 (booth #1804). Wiwynn will highlight its AI servers, developed in collaboration with Wistron, powered by the NVIDIA Blackwell Ultra platform. Additionally, Wiwynn will have its advanced rack-level liquid cooling management system, UMS100L, on display demonstrating leadership in AI GPU servers to address the growing demand of computing and cooling capabilities in the era of GenAI. Key highlights include: NVIDIA GB300 NVL72: Wiwynn and Wistron are among the first in line with NVIDIA GB300 NVL72 readiness. Accelerated by NVIDIA Blackwell Ultra with increased AI FLOPS and over 20TB of HBM3e memory, GB300 NVL72 leads the new era of AI and the next wave of accelerated computing. Featuring the cutting-edge fully liquid cooling design, NVIDIA ConnectX®-8 SuperNIC and the networking platform integration of NVIDIA Quantum-X800 InfiniBand and NVIDIA Spectrum-X™ Ethernet, GB300 NVL72 achieve superior rack-level thermal efficiency and AI computing acceleration, unleashing the optimal performance to enable breakthrough performance for AI reasoning, agentic AI and video inference applications. NVIDIA HGX™ B300 NVL16: debut a brand-new 10U HGX system built with NVIDIA Blackwell Ultra based HGX™ B300 NVL16, leads the new era of AI with optimized compute and increased memory, delivering breakthrough performance. By supporting power delivery options of both power supply units (PSU) and busbars, Wiwynn and Wistron enable datacenters to deploy this cutting-edge solution rapidly within their existing infrastructure. NVIDIA Spectrum-4: Building on the extensive development of optimized Ethernet connectivity solutions with the NVIDIA Spectrum-4 MAC, the companies are showcasing the revolutionary NVIDIA Spectrum-X™ Ethernet for AI networking platform with integration of SONiC and NVIDIA® Cumulus®. The innovative network solution is designed to power multi-tenant, hyperscale AI clouds through advanced Ethernet connectivity and enable flexibility of usage scenarios for datacenters. UMS100L: the purpose-built rack-level liquid cooling management system is designed for DLC racks, immersion cooling tanks, and data center facilities, compatible with various in-row CDUs and sidecars. It features advanced leakage detection, real-time monitoring, and rapid containment capabilities, ensuring the safety of critical equipment and data-driven decisions for datacenters.
공지 • Mar 14Wiwynn Corporation Announces the Resignation of Sunlai Chang as Natural-Person Director, Effective May 29, 2025Wiwynn Corporation received the resignation letter from natural-person director Sunlai Chang on March 11, 2025. The effective date of the resignation is May 29, 2025. Resume of the previous position holder: Director of Wiwynn Corporation. Original term from May 29, 2023 to May 28, 2026. Reason for the change: Personal circumstances. The election of the new independent director will be held at 2025 shareholders' meeting.
Board Change • Mar 13Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Charles Kau was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공지 • Mar 03Wiwynn Corporation, Annual General Meeting, May 29, 2025Wiwynn Corporation, Annual General Meeting, May 29, 2025. Location: 2 floor building. c no,94, sec.1 hsin t`ai 5th rd., sijhih district, new taipei city Taiwan
Reported Earnings • Mar 01Full year 2024 earnings released: EPS: NT$127 (vs NT$68.88 in FY 2023)Full year 2024 results: EPS: NT$127 (up from NT$68.88 in FY 2023). Revenue: NT$360.5b (up 49% from FY 2023). Net income: NT$22.8b (up 89% from FY 2023). Profit margin: 6.3% (up from 5.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Feb 21Wiwynn Corporation Announces Resignation of Steven Lu as Natural-Person Director, Effective May 29, 2025Wiwynn Corporation announced resignation of the company's natural-person director. Title and name of the previous position holder: Director/Steven Lu; Resume of the previous position holder: Director of Wiwynn Corporation. Reason for the change: Personal circumstances. The effective date of the resignation is May 29, 2025.
공지 • Feb 20Wiwynn Corporation to Report Fiscal Year 2024 Results on Feb 27, 2025Wiwynn Corporation announced that they will report fiscal year 2024 results on Feb 27, 2025
New Risk • Feb 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.2% average weekly change). High level of non-cash earnings (58% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$2,325, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Tech industry in Taiwan. Total returns to shareholders of 135% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$4,440 per share.
New Risk • Dec 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.0% average weekly change). High level of non-cash earnings (58% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (6.3% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$2,320, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Tech industry in Taiwan. Total returns to shareholders of 135% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$3,398 per share.
Reported Earnings • Nov 15Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: NT$34.36 (up from NT$14.96 in 3Q 2023). Revenue: NT$97.8b (up 85% from 3Q 2023). Net income: NT$6.33b (up 142% from 3Q 2023). Profit margin: 6.5% (up from 5.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) also surpassed analyst estimates by 6.8%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Nov 06Wiwynn Corporation to Report Q3, 2024 Results on Nov 13, 2024Wiwynn Corporation announced that they will report Q3, 2024 results on Nov 13, 2024
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$1,990, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Tech industry in Taiwan. Total returns to shareholders of 178% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$3,628 per share.
New Risk • Oct 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.3% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.8% average weekly change). Shareholders have been diluted in the past year (6.3% increase in shares outstanding).
Reported Earnings • Aug 10Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: NT$26.85 (up from NT$14.96 in 2Q 2023). Revenue: NT$77.5b (up 38% from 2Q 2023). Net income: NT$4.69b (up 80% from 2Q 2023). Profit margin: 6.1% (up from 4.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.7%. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Aug 02Wiwynn Corporation to Report Q2, 2024 Results on Aug 08, 2024Wiwynn Corporation announced that they will report Q2, 2024 results on Aug 08, 2024
Declared Dividend • May 27Dividend reduced to NT$42.00Dividend of NT$42.00 is 16% lower than last year. Ex-date: 11th June 2024 Payment date: 10th July 2024 Dividend yield will be 1.5%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 57% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 109% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공지 • May 25Wiwynn Corporation Approves Cash Dividend, Payable on July 10, 2024Wiwynn Corporation announced at shareholders meeting held on May 24, 2024, approved cash dividend of TWD 42 per share, totally TWD 7,343,313,222 allocated for cash dividend. Ex-rights (ex-dividend) trading date: June 11, 2024. Ex-rights (ex-dividend) record date: June 17, 2024. Payment date of common stock cash dividend distribution: July 10, 2024.
공지 • May 24+ 1 more updateWiwynn Corporation Announces the Resignation of Sunlai Chang as CEOWiwynn Corporation announced the resignation of Sunlai Chang as CEO. Resume of the previous position holder: President & CEO of Wiwynn. Reason for the change: Due to health reasons, President & CEO, Sunlai his position was reassigned. Date of the board of directors resolution or date of occurrence of the change: May 22, 2024.
Reported Earnings • May 10First quarter 2024 earnings released: EPS: NT$26.92 (vs NT$18.86 in 1Q 2023)First quarter 2024 results: EPS: NT$26.92 (up from NT$18.86 in 1Q 2023). Revenue: NT$69.6b (down 6.2% from 1Q 2023). Net income: NT$4.71b (up 43% from 1Q 2023). Profit margin: 6.8% (up from 4.4% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
공지 • May 01Wiwynn Corporation to Report Q1, 2024 Results on May 07, 2024Wiwynn Corporation announced that they will report Q1, 2024 results on May 07, 2024
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$2,575, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 19x in the Tech industry in Taiwan. Total returns to shareholders of 254% over the past three years.
Price Target Changed • Mar 02Price target increased by 7.2% to NT$2,603Up from NT$2,427, the current price target is an average from 17 analysts. New target price is approximately in line with last closing price of NT$2,500. Stock is up 173% over the past year. The company is forecast to post earnings per share of NT$108 for next year compared to NT$68.88 last year.
New Risk • Mar 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.6% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Price Target Changed • Feb 29Price target increased by 7.4% to NT$2,606Up from NT$2,427, the current price target is an average from 16 analysts. New target price is 12% above last closing price of NT$2,330. Stock is up 149% over the past year. The company is forecast to post earnings per share of NT$103 for next year compared to NT$68.88 last year.
Reported Earnings • Feb 28Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: NT$68.88 (down from NT$81.07 in FY 2022). Revenue: NT$241.9b (down 17% from FY 2022). Net income: NT$12.0b (down 15% from FY 2022). Profit margin: 5.0% (up from 4.8% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 2.0%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Feb 27Wiwynn Corporation, Annual General Meeting, May 24, 2024Wiwynn Corporation, Annual General Meeting, May 24, 2024. Location: Conference Room on the 2nd Floor, Building C, Oriental Science Park (2F., No. 94, Sec. 1, Xintai 5th Rd., Xizhi Dist New Taipei City Taiwan Agenda: To Report the business of 2023; to consider Audit Committee's review report; to consider Report 2023 employees' profit sharing and directors' compensation; to consider Ratification of the Business Report and Financial Statements of 2023; to consider Ratification of the proposal for distribution of 2023 profits; and to discuss other matters.
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$2,185, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the Tech industry in Taiwan. Total returns to shareholders of 186% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$2,149 per share.
Price Target Changed • Jan 20Price target increased by 7.3% to NT$2,301Up from NT$2,143, the current price target is an average from 16 analysts. New target price is 16% above last closing price of NT$1,990. Stock is up 154% over the past year. The company is forecast to post earnings per share of NT$67.15 for next year compared to NT$81.07 last year.
Reported Earnings • Nov 08Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: NT$14.96 (down from NT$24.68 in 3Q 2022). Revenue: NT$52.8b (down 34% from 3Q 2022). Net income: NT$2.62b (down 39% from 3Q 2022). Profit margin: 5.0% (down from 5.4% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) also missed analyst estimates by 5.5%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$1,770, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Tech industry in Taiwan. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$802 per share.
Price Target Changed • Aug 09Price target increased by 8.1% to NT$1,915Up from NT$1,770, the current price target is an average from 16 analysts. New target price is 13% above last closing price of NT$1,690. Stock is up 136% over the past year. The company is forecast to post earnings per share of NT$68.71 for next year compared to NT$81.07 last year.
Reported Earnings • Aug 08Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: NT$14.96 (down from NT$20.38 in 2Q 2022). Revenue: NT$56.3b (down 25% from 2Q 2022). Net income: NT$2.62b (down 27% from 2Q 2022). Profit margin: 4.6% (down from 4.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 9.6%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Tech industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$1,555, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Tech industry in Taiwan. Total returns to shareholders of 122% over the past three years.
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 29%After last week's 29% share price gain to NT$1,945, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 23x in the Tech industry in Taiwan. Total returns to shareholders of 188% over the past three years.
Price Target Changed • Jul 12Price target increased by 8.9% to NT$1,445Up from NT$1,328, the current price target is an average from 15 analysts. New target price is 17% below last closing price of NT$1,735. Stock is up 157% over the past year. The company is forecast to post earnings per share of NT$77.07 for next year compared to NT$81.07 last year.
Price Target Changed • Jul 01Price target increased by 8.6% to NT$1,328Up from NT$1,223, the current price target is an average from 15 analysts. New target price is 6.5% below last closing price of NT$1,420. Stock is up 114% over the past year. The company is forecast to post earnings per share of NT$77.56 for next year compared to NT$81.07 last year.
New Risk • Jul 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$1,420, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Tech industry in Taiwan. Total returns to shareholders of 97% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$620 per share.
공지 • Jun 17+ 1 more updateWiwynn Corporation Announces CEO ChangesWiwynn Corporation announced that name and resume of the previous position holder, CEO: Emily Hong/Chairperson & CEO of the Company with name and resume of the new position holder: CEO: Sunlai Chang/President of the Company. Reason for the change: The Company’s board of directors approve a resolution. Ms. Emily Hong, Chairperson & CEO,is exempt from serving as CEO,and is appointed to Chairperson & CSO. Mr. Sunlai Chang, President,is promoted to President & CEO. Effective date is June 15, 2023.
공지 • Jun 16Wiwynn Corporation Announces Remuneration Committee ChangesWiwynn Corporation announced that name and resume of the previous position holder Cathy Han/Independent Director of Wiwynn Corporation; Charles Kau/Independent Director of Wiwynn Corporation; and Victor Cheng/Independent Director of Wiwynn Corporation with name and resume of the new position holder Simon Dzeng/Independent Director of Wiwynn Corporation; Charles Kau/Independent Director of Wiwynn Corporation; and Victor Cheng/Independent Director of Wiwynn Corporation. Effective date of the new member is June 15, 2023.
Upcoming Dividend • Jun 07Upcoming dividend of NT$50.00 per share at 4.2% yieldEligible shareholders must have bought the stock before 14 June 2023. Payment date: 07 July 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (5.6%). In line with average of industry peers (4.4%).
공지 • May 30+ 1 more updateWiwynn Corporation Announces Change of ChairpersonWiwynn Corporation announced appointment of Emily Hong as chairperson in place of Simon Lin. Effective date of the new appointment is May 29, 2023.