View DividendSupreme Electronics 경영진경영진 기준 점검 1/4현재 CEO에 대한 정보가 충분하지 않습니다.핵심 정보Jun Ge최고경영자n/a총 보수CEO 급여 비율n/aCEO 재임 기간no dataCEO 지분 보유율n/a경영진 평균 재임 기간데이터 없음이사회 평균 재임 기간6.9yrs최근 경영진 업데이트공시 • Mar 10Supreme Electronics Co., Ltd., Annual General Meeting, May 26, 2026Supreme Electronics Co., Ltd., Annual General Meeting, May 26, 2026, at 09:00 Taipei Standard Time. Location: 2 floor no,335, jui kuang rd., neihu district, taipei city Taiwan공시 • Mar 12Supreme Electronics Co., Ltd., Annual General Meeting, May 27, 2025Supreme Electronics Co., Ltd., Annual General Meeting, May 27, 2025, at 09:00 Taipei Standard Time. Location: 2 floor no,335, jui kuang rd., neihu district, taipei city Taiwan공시 • Mar 11+ 1 more updateSupreme Electronics Co., Ltd. Announces Change of CFO, Effective April 1, 2025Supreme Electronics Co., Ltd. announced change of CFO. Name, title, and resume of the previous position holder: Name: M.D. Chen/CFO. Resume: The company CFO. Name, title, and resume of the new position holder: Name: William Chen/Accounting Assistant Vice President, Resume: The company Accounting Assistant Vice President temporary agent. Reason for the change: Company operation planning. Effective date: April 1, 2025. Any other matters that need to be specified: The position of CFO will be temporarily assumed by Accounting Assistant Vice President William Chen.Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Independent Director Sonny Wang was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Nov 09Supreme Electronics Co., Ltd. Appoints Rosalind Lin as Member of Sustainability CommitteeSupreme Electronics Co., Ltd. board has approved the addition of Rosalind Lin a member to the Sustainability Committee. Resume of the new position holder: Independent director of Supreme Electronics Co., Ltd. Vice President of the Business and Sales Department at Eastern Broadcasting Co., Ltd. Effective date of the new member is November 08, 2023. The tenure is the same as current Board of Directors (November 08, 2023 to June 16, 2025).Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Rosalind Lin was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.모든 업데이트 보기Recent updatesReported Earnings • May 12First quarter 2026 earnings released: EPS: NT$3.00 (vs NT$0.27 in 1Q 2025)First quarter 2026 results: EPS: NT$3.00 (up from NT$0.27 in 1Q 2025). Revenue: NT$110.2b (up 138% from 1Q 2025). Net income: NT$2.10b (up NT$1.96b from 1Q 2025). Profit margin: 1.9% (up from 0.3% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$86.20, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 26x in the Electronic industry in Taiwan. Total returns to shareholders of 156% over the past three years.Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$5.02 (vs NT$3.49 in FY 2024)Full year 2025 results: EPS: NT$5.02 (up from NT$3.49 in FY 2024). Revenue: NT$226.5b (down 4.4% from FY 2024). Net income: NT$2.68b (up 48% from FY 2024). Profit margin: 1.2% (up from 0.8% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.공시 • Mar 10Supreme Electronics Co., Ltd., Annual General Meeting, May 26, 2026Supreme Electronics Co., Ltd., Annual General Meeting, May 26, 2026, at 09:00 Taipei Standard Time. Location: 2 floor no,335, jui kuang rd., neihu district, taipei city TaiwanValuation Update With 7 Day Price Move • Feb 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$69.10, the stock trades at a trailing P/E ratio of 40.8x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 135% over the past three years.New Risk • Nov 28New 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 8.6% 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 Risks Interest payments are not well covered by earnings (2.1x net interest cover). Share price has been highly volatile over the past 3 months (8.6% average weekly change). Earnings have declined by 7.7% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (198% payout ratio). Profit margins are more than 30% lower than last year (0.4% net profit margin).Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$1.01 (vs NT$1.01 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.01 (up from NT$1.01 in 3Q 2024). Revenue: NT$53.5b (down 12% from 3Q 2024). Net income: NT$525.3m (flat on 3Q 2024). Profit margin: 1.0% (up from 0.9% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.New Risk • Oct 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Earnings have declined by 2.7% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (198% payout ratio). Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (0.4% net profit margin).Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$54.30, the stock trades at a trailing P/E ratio of 32.1x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 109% over the past three years.Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$48.65, the stock trades at a trailing P/E ratio of 28.8x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.New Risk • Aug 13New major risk - Revenue and earnings growthEarnings have declined by 2.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Earnings have declined by 2.7% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (0.4% net profit margin).Upcoming Dividend • Jun 18Upcoming dividend of NT$3.35 per shareEligible shareholders must have bought the stock before 25 June 2025. Payment date: 25 July 2025. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 8.0%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (3.3%).공시 • May 30Supreme Electronics Co., Ltd. Approves Cash Dividend, Payable on July 25, 2025Supreme Electronics Co., Ltd. at its shareholders meeting held on May 27, 2025, approved cash dividend of TWD 1,750,000,000, each common share is entitled to receive TWD 3.35061806. Ex-rights (ex-dividend) trading date is on June 25, 2025 with Ex-rights (ex-dividend) record date on July 01, 2025. Payment date of common stock cash dividend distribution is on July 25, 2025.Declared Dividend • May 29Dividend of NT$3.35 announcedShareholders will receive a dividend of NT$3.35. Ex-date: 25th June 2025 Payment date: 25th July 2025 Dividend yield will be 6.7%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (82% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to decline by 9.1% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.5% EPS decline seen over the last 5 years.Reported Earnings • May 13First quarter 2025 earnings released: EPS: NT$0.27 (vs NT$0.92 in 1Q 2024)First quarter 2025 results: EPS: NT$0.27 (down from NT$0.92 in 1Q 2024). Revenue: NT$46.3b (down 17% from 1Q 2024). Net income: NT$201.3m (down 57% from 1Q 2024). Profit margin: 0.4% (down from 0.8% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공시 • May 01Supreme Electronics Co., Ltd. to Report Q1, 2025 Results on May 12, 2025Supreme Electronics Co., Ltd. announced that they will report Q1, 2025 results on May 12, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$46.10, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 27% over the past three years.Buy Or Sell Opportunity • Apr 07Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to NT$50.50. The fair value is estimated to be NT$65.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has declined by 19%.분석 기사 • Apr 01The Returns At Supreme Electronics (TWSE:8112) Aren't GrowingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...New Risk • Mar 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.8% Last year net profit margin: 1.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (0.8% net profit margin).Reported Earnings • Mar 14Full year 2024 earnings released: EPS: NT$3.49 (vs NT$4.70 in FY 2023)Full year 2024 results: EPS: NT$3.49 (down from NT$4.70 in FY 2023). Revenue: NT$237.0b (up 56% from FY 2023). Net income: NT$1.87b (down 11% from FY 2023). Profit margin: 0.8% (down from 1.4% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.공시 • Mar 12Supreme Electronics Co., Ltd., Annual General Meeting, May 27, 2025Supreme Electronics Co., Ltd., Annual General Meeting, May 27, 2025, at 09:00 Taipei Standard Time. Location: 2 floor no,335, jui kuang rd., neihu district, taipei city Taiwan공시 • Mar 11+ 1 more updateSupreme Electronics Co., Ltd. Announces Change of CFO, Effective April 1, 2025Supreme Electronics Co., Ltd. announced change of CFO. Name, title, and resume of the previous position holder: Name: M.D. Chen/CFO. Resume: The company CFO. Name, title, and resume of the new position holder: Name: William Chen/Accounting Assistant Vice President, Resume: The company Accounting Assistant Vice President temporary agent. Reason for the change: Company operation planning. Effective date: April 1, 2025. Any other matters that need to be specified: The position of CFO will be temporarily assumed by Accounting Assistant Vice President William Chen.공시 • Feb 28Supreme Electronics Co., Ltd. to Report Fiscal Year 2024 Results on Mar 10, 2025Supreme Electronics Co., Ltd. announced that they will report fiscal year 2024 results on Mar 10, 2025Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Independent Director Sonny Wang was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.분석 기사 • Dec 12Does Supreme Electronics (TWSE:8112) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Nov 13Supreme Electronics' (TWSE:8112) Solid Earnings May Rest On Weak FoundationsSupreme Electronics Co., Ltd.'s ( TWSE:8112 ) healthy profit numbers didn't contain any surprises for investors...Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: NT$1.00 (vs NT$1.53 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.00 (down from NT$1.53 in 3Q 2023). Revenue: NT$60.5b (up 49% from 3Q 2023). Net income: NT$523.8m (down 24% from 3Q 2023). Profit margin: 0.9% (down from 1.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.공시 • Oct 30Supreme Electronics Co., Ltd. to Report Q3, 2024 Results on Nov 06, 2024Supreme Electronics Co., Ltd. announced that they will report Q3, 2024 results on Nov 06, 2024분석 기사 • Sep 05Estimating The Fair Value Of Supreme Electronics Co., Ltd. (TWSE:8112)Key Insights Supreme Electronics' estimated fair value is NT$68.38 based on Dividend Discount Model Supreme...Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: NT$1.50 (vs NT$1.16 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.50 (up from NT$1.16 in 2Q 2023). Revenue: NT$70.1b (up 86% from 2Q 2023). Net income: NT$777.8m (up 57% from 2Q 2023). Profit margin: 1.1% (down from 1.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.공시 • Jul 31Supreme Electronics Co., Ltd. to Report Q2, 2024 Results on Aug 07, 2024Supreme Electronics Co., Ltd. announced that they will report Q2, 2024 results on Aug 07, 2024Declared Dividend • Jun 01Dividend reduced to NT$4.07Dividend of NT$4.07 is 7.4% lower than last year. Ex-date: 28th June 2024 Payment date: 26th July 2024 Dividend yield will be 5.0%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (127% earnings payout ratio) and 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 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 41% to bring the payout ratio under control, which is more than the 4.5% EPS growth achieved over the last 5 years.공시 • May 31Supreme Electronics Co., Ltd. Approves Cash Dividend, Payable on July 26, 2024Supreme Electronics Co., Ltd. approved Common Stock Cash Dividends - Total amount of TWD 2,100,000,000 (TWD 4.07315084 per share) Ex-rights (ex-dividend) trading date is June 28, 2024. Last date before book closure is July 1, 2024. Ex-rights (ex-dividend) record date is July 6, 2024. Date of the resolution by the board of directors or shareholders meeting or decision by the Company is May 30, 2024. the dividend is paid by remittance: The remittance will be made to each shareholder's designated bank on July 26, 2024.Reported Earnings • May 10First quarter 2024 earnings released: EPS: NT$0.91 (vs NT$0.35 in 1Q 2023)First quarter 2024 results: EPS: NT$0.91 (up from NT$0.35 in 1Q 2023). Revenue: NT$55.8b (up 126% from 1Q 2023). Net income: NT$530.6m (up 255% from 1Q 2023). Profit margin: 1.0% (up from 0.6% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.공시 • May 02Supreme Electronics Co., Ltd. to Report Q1, 2024 Results on May 08, 2024Supreme Electronics Co., Ltd. announced that they will report Q1, 2024 results on May 08, 2024분석 기사 • Apr 12What Supreme Electronics Co., Ltd.'s (TWSE:8112) 27% Share Price Gain Is Not Telling YouDespite an already strong run, Supreme Electronics Co., Ltd. ( TWSE:8112 ) shares have been powering on, with a gain of...Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$86.50, the stock trades at a trailing P/E ratio of 22.2x. Average trailing P/E is 25x in the Electronic industry in Taiwan. Total returns to shareholders of 151% over the past three years.Buy Or Sell Opportunity • Mar 21Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to NT$77.10. The fair value is estimated to be NT$62.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.4% over the last 3 years. Earnings per share has declined by 14%.분석 기사 • Mar 19Supreme Electronics' (TWSE:8112) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsA lackluster earnings announcement from Supreme Electronics Co., Ltd. ( TWSE:8112 ) last week didn't sink the stock...Reported Earnings • Mar 13Full year 2023 earnings released: EPS: NT$4.70 (vs NT$5.16 in FY 2022)Full year 2023 results: EPS: NT$4.70 (down from NT$5.16 in FY 2022). Revenue: NT$152.1b (down 13% from FY 2022). Net income: NT$2.16b (down 2.0% from FY 2022). Profit margin: 1.4% (up from 1.3% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.공시 • Mar 12+ 1 more updateSupreme Electronics Co., Ltd. Proposes Dividend for the Year Ended December 31, 2023Supreme Electronics Co., Ltd. proposed cash dividend of TWD 4.07315084 per share. The dividend allotment is calculated based on the 515,571,380 shares that have been issued to participate in the rights distribution at the time of the resolution of the board of directors on March 11, 2024.분석 기사 • Mar 06The Returns On Capital At Supreme Electronics (TWSE:8112) Don't Inspire ConfidenceThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$68.30, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 172% over the past three years.공시 • Nov 09Supreme Electronics Co., Ltd. Appoints Rosalind Lin as Member of Sustainability CommitteeSupreme Electronics Co., Ltd. board has approved the addition of Rosalind Lin a member to the Sustainability Committee. Resume of the new position holder: Independent director of Supreme Electronics Co., Ltd. Vice President of the Business and Sales Department at Eastern Broadcasting Co., Ltd. Effective date of the new member is November 08, 2023. The tenure is the same as current Board of Directors (November 08, 2023 to June 16, 2025).Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: NT$1.16 (vs NT$1.65 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.16 (down from NT$1.65 in 2Q 2022). Revenue: NT$37.6b (down 16% from 2Q 2022). Net income: NT$493.7m (down 30% from 2Q 2022). Profit margin: 1.3% (down from 1.6% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jul 29New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risks Dividend is not well covered by earnings (129% payout ratio). Profit margins are more than 30% lower than last year (1.0% net profit margin). Shareholders have been diluted in the past year (16% increase in shares outstanding).New Risk • Jul 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.0% Last year net profit margin: 1.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risks Dividend is not well covered by earnings (129% payout ratio). Profit margins are more than 30% lower than last year (1.0% net profit margin).Upcoming Dividend • Jun 29Upcoming dividend of NT$4.40 per share at 9.0% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 04 August 2023. Payout ratio is on the higher end at 85%, however this is supported by cash flows. Trailing yield: 9.0%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (4.3%).Reported Earnings • Mar 12Full year 2022 earnings released: EPS: NT$5.16 (vs NT$7.02 in FY 2021)Full year 2022 results: EPS: NT$5.16 (down from NT$7.02 in FY 2021). Revenue: NT$174.1b (down 17% from FY 2021). Net income: NT$2.21b (down 23% from FY 2021). Profit margin: 1.3% (down from 1.4% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jan 11Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be NT$46.27, 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 30%.Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: NT$1.02 (vs NT$1.80 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.02 (down from NT$1.80 in 3Q 2021). Revenue: NT$37.8b (down 30% from 3Q 2021). Net income: NT$434.5m (down 44% from 3Q 2021). Profit margin: 1.1% (down from 1.4% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: NT$1.65 (vs NT$2.00 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.65 (down from NT$2.00 in 2Q 2021). Revenue: NT$44.9b (down 14% from 2Q 2021). Net income: NT$706.7m (down 13% from 2Q 2021). Profit margin: 1.6% (up from 1.5% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 15Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$34.05, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 57% over the past three years.Upcoming Dividend • Jul 07Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 12 August 2022. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 10.0%. Within top quartile of Taiwanese dividend payers (6.8%). Higher than average of industry peers (5.1%).Reported Earnings • May 09First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: NT$55.7b (up 11% from 1Q 2021). Net income: NT$896.3m (up 46% from 1Q 2021). Profit margin: 1.6% (up from 1.2% in 1Q 2021). The increase in margin was driven by higher revenue.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Rosalind Lin was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$1.80 (vs NT$1.20 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$53.9b (up 52% from 3Q 2020). Net income: NT$771.6m (up 69% from 3Q 2020). Profit margin: 1.4% (up from 1.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 15% per year.Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS NT$2.00 (vs NT$0.88 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$52.4b (up 78% from 2Q 2020). Net income: NT$811.3m (up 146% from 2Q 2020). Profit margin: 1.5% (up from 1.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 12% per year.Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$1.62 (vs NT$0.77 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$50.4b (up 56% from 1Q 2020). Net income: NT$613.2m (up 111% from 1Q 2020). Profit margin: 1.2% (up from 0.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.Upcoming Dividend • Apr 15Upcoming dividend of NT$3.00 per shareEligible shareholders must have bought the stock before 22 April 2021. Payment date: 09 July 2021. Trailing yield: 5.9%. Within top quartile of Taiwanese dividend payers (4.8%). Higher than average of industry peers (2.9%).분석 기사 • Mar 24Is Supreme Electronics Co., Ltd. (TPE:8112) The Right Choice For A Smart Dividend Investor?Could Supreme Electronics Co., Ltd. ( TPE:8112 ) be an attractive dividend share to own for the long haul? Investors...공시 • Mar 10Supreme Electronics Co., Ltd., Annual General Meeting, Jun 22, 2021Supreme Electronics Co., Ltd., Annual General Meeting, Jun 22, 2021. Location: Hotel June, 2nd Floor, No.1, Alley 34 Lane123, Sec.6, Minquan E Rd., Neihu Dist. Taipei City Taiwan Agenda: To discuss 2020 business report; to discuss audit Committees review report of 2020; to discuss distribution of 2020 director's and employee's remuneration; to discuss cash dividend in 2020 of distribution report; to discuss partial amendments to codes of Ethical Conduct; and to discuss partial amendments to business integrity procedures and Behavioral Guidelines.Reported Earnings • Mar 09Full year 2020 earnings released: EPS NT$4.22 (vs NT$3.41 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$137.5b (up 22% from FY 2019). Net income: NT$1.60b (up 24% from FY 2019). Profit margin: 1.2% (up from 1.1% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Executive Departure • Mar 01Chief Operating Officer has left the companyOn the 28th of February, Hongyao Dai's tenure as Chief Operating Officer ended after 1.7 years in the role. We don't have any record of a personal shareholding under Hongyao's name. Hongyao is the only executive to leave the company over the last 12 months.공시 • Feb 27Supreme Electronics Co., Ltd. Announces the Retirement of Bird Dai, COO, Effective February 28, 2021Supreme Electronics Co., Ltd. announced the retirement of Bird Dai, COO, Effective February 28, 2021.Is New 90 Day High Low • Feb 18New 90-day high: NT$37.10The company is up 19% from its price of NT$31.10 on 20 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 22% over the same period.분석 기사 • Feb 17A Closer Look At Supreme Electronics Co., Ltd.'s (TPE:8112) Impressive ROEWhile some investors are already well versed in financial metrics (hat tip), this article is for those who would like...분석 기사 • Jan 29Is Supreme Electronics (TPE:8112) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Jan 14What Can The Trends At Supreme Electronics (TPE:8112) Tell Us About Their Returns?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Is New 90 Day High Low • Jan 11New 90-day high: NT$35.20The company is up 18% from its price of NT$29.90 on 13 October 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 24% over the same period.분석 기사 • Dec 23Calculating The Fair Value Of Supreme Electronics Co., Ltd. (TPE:8112)Does the December share price for Supreme Electronics Co., Ltd. ( TPE:8112 ) reflect what it's really worth? Today, we...분석 기사 • Dec 04Here's What You Should Know About Supreme Electronics Co., Ltd.'s (TPE:8112) 8.1% Dividend YieldCould Supreme Electronics Co., Ltd. ( TPE:8112 ) be an attractive dividend share to own for the long haul? Investors...Is New 90 Day High Low • Dec 04New 90-day high: NT$33.40The company is up 11% from its price of NT$30.00 on 04 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period.분석 기사 • Nov 19Supreme Electronics (TPE:8112) Has Gifted Shareholders With A Fantastic 246% Total Return On Their InvestmentThe worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS NT$1.20The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$35.4b (up 1.9% from 3Q 2019). Net income: NT$455.6m (up 9.5% from 3Q 2019). Profit margin: 1.3% (up from 1.2% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.Is New 90 Day High Low • Nov 12New 90-day high: NT$30.55The company is up 1.0% from its price of NT$30.30 on 14 August 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electronic industry, which is down 1.0% over the same period.CEOJun Ge no data재임 기간Jun Ge is Chairman & CEO of Supreme Electronics Co. Ltd.이사회 구성원이름직위재임 기간보수지분Jun GeChairman & CEOno data데이터 없음데이터 없음Eric HsingVice Chairman & VP29.3yrs데이터 없음1.59% NT$ 735.0mChang WayneSVP & Director1yr데이터 없음데이터 없음Henry SieDirector25.1yrs데이터 없음0.54% NT$ 248.6mSonny WangIndependent Director4.3yrs데이터 없음데이터 없음Rosalind LinIndependent Director6.9yrs데이터 없음0.00096% NT$ 444.2kRichard YangIndependent Director6.9yrs데이터 없음데이터 없음Ron HuangIndependent Director4.3yrs데이터 없음데이터 없음더 보기6.9yrs평균 재임 기간경험이 풍부한 이사회: 8112의 이사회는 경험이 있음으로 간주됩니다(평균 재임 6.9 년).View Ownership기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/31 10:01종가2026/05/29 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Supreme Electronics Co., Ltd.는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullCapital Securities CorporationZhisheng TsaiMasterlink Securities Investment Advisory
공시 • Mar 10Supreme Electronics Co., Ltd., Annual General Meeting, May 26, 2026Supreme Electronics Co., Ltd., Annual General Meeting, May 26, 2026, at 09:00 Taipei Standard Time. Location: 2 floor no,335, jui kuang rd., neihu district, taipei city Taiwan
공시 • Mar 12Supreme Electronics Co., Ltd., Annual General Meeting, May 27, 2025Supreme Electronics Co., Ltd., Annual General Meeting, May 27, 2025, at 09:00 Taipei Standard Time. Location: 2 floor no,335, jui kuang rd., neihu district, taipei city Taiwan
공시 • Mar 11+ 1 more updateSupreme Electronics Co., Ltd. Announces Change of CFO, Effective April 1, 2025Supreme Electronics Co., Ltd. announced change of CFO. Name, title, and resume of the previous position holder: Name: M.D. Chen/CFO. Resume: The company CFO. Name, title, and resume of the new position holder: Name: William Chen/Accounting Assistant Vice President, Resume: The company Accounting Assistant Vice President temporary agent. Reason for the change: Company operation planning. Effective date: April 1, 2025. Any other matters that need to be specified: The position of CFO will be temporarily assumed by Accounting Assistant Vice President William Chen.
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Independent Director Sonny Wang was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Nov 09Supreme Electronics Co., Ltd. Appoints Rosalind Lin as Member of Sustainability CommitteeSupreme Electronics Co., Ltd. board has approved the addition of Rosalind Lin a member to the Sustainability Committee. Resume of the new position holder: Independent director of Supreme Electronics Co., Ltd. Vice President of the Business and Sales Department at Eastern Broadcasting Co., Ltd. Effective date of the new member is November 08, 2023. The tenure is the same as current Board of Directors (November 08, 2023 to June 16, 2025).
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Rosalind Lin was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 12First quarter 2026 earnings released: EPS: NT$3.00 (vs NT$0.27 in 1Q 2025)First quarter 2026 results: EPS: NT$3.00 (up from NT$0.27 in 1Q 2025). Revenue: NT$110.2b (up 138% from 1Q 2025). Net income: NT$2.10b (up NT$1.96b from 1Q 2025). Profit margin: 1.9% (up from 0.3% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$86.20, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 26x in the Electronic industry in Taiwan. Total returns to shareholders of 156% over the past three years.
Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$5.02 (vs NT$3.49 in FY 2024)Full year 2025 results: EPS: NT$5.02 (up from NT$3.49 in FY 2024). Revenue: NT$226.5b (down 4.4% from FY 2024). Net income: NT$2.68b (up 48% from FY 2024). Profit margin: 1.2% (up from 0.8% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
공시 • Mar 10Supreme Electronics Co., Ltd., Annual General Meeting, May 26, 2026Supreme Electronics Co., Ltd., Annual General Meeting, May 26, 2026, at 09:00 Taipei Standard Time. Location: 2 floor no,335, jui kuang rd., neihu district, taipei city Taiwan
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$69.10, the stock trades at a trailing P/E ratio of 40.8x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 135% over the past three years.
New Risk • Nov 28New 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 8.6% 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 Risks Interest payments are not well covered by earnings (2.1x net interest cover). Share price has been highly volatile over the past 3 months (8.6% average weekly change). Earnings have declined by 7.7% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (198% payout ratio). Profit margins are more than 30% lower than last year (0.4% net profit margin).
Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$1.01 (vs NT$1.01 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.01 (up from NT$1.01 in 3Q 2024). Revenue: NT$53.5b (down 12% from 3Q 2024). Net income: NT$525.3m (flat on 3Q 2024). Profit margin: 1.0% (up from 0.9% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.
New Risk • Oct 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Earnings have declined by 2.7% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (198% payout ratio). Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (0.4% net profit margin).
Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$54.30, the stock trades at a trailing P/E ratio of 32.1x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 109% over the past three years.
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$48.65, the stock trades at a trailing P/E ratio of 28.8x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.
New Risk • Aug 13New major risk - Revenue and earnings growthEarnings have declined by 2.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Earnings have declined by 2.7% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (0.4% net profit margin).
Upcoming Dividend • Jun 18Upcoming dividend of NT$3.35 per shareEligible shareholders must have bought the stock before 25 June 2025. Payment date: 25 July 2025. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 8.0%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (3.3%).
공시 • May 30Supreme Electronics Co., Ltd. Approves Cash Dividend, Payable on July 25, 2025Supreme Electronics Co., Ltd. at its shareholders meeting held on May 27, 2025, approved cash dividend of TWD 1,750,000,000, each common share is entitled to receive TWD 3.35061806. Ex-rights (ex-dividend) trading date is on June 25, 2025 with Ex-rights (ex-dividend) record date on July 01, 2025. Payment date of common stock cash dividend distribution is on July 25, 2025.
Declared Dividend • May 29Dividend of NT$3.35 announcedShareholders will receive a dividend of NT$3.35. Ex-date: 25th June 2025 Payment date: 25th July 2025 Dividend yield will be 6.7%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (82% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to decline by 9.1% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.5% EPS decline seen over the last 5 years.
Reported Earnings • May 13First quarter 2025 earnings released: EPS: NT$0.27 (vs NT$0.92 in 1Q 2024)First quarter 2025 results: EPS: NT$0.27 (down from NT$0.92 in 1Q 2024). Revenue: NT$46.3b (down 17% from 1Q 2024). Net income: NT$201.3m (down 57% from 1Q 2024). Profit margin: 0.4% (down from 0.8% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공시 • May 01Supreme Electronics Co., Ltd. to Report Q1, 2025 Results on May 12, 2025Supreme Electronics Co., Ltd. announced that they will report Q1, 2025 results on May 12, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$46.10, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 27% over the past three years.
Buy Or Sell Opportunity • Apr 07Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to NT$50.50. The fair value is estimated to be NT$65.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has declined by 19%.
분석 기사 • Apr 01The Returns At Supreme Electronics (TWSE:8112) Aren't GrowingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
New Risk • Mar 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.8% Last year net profit margin: 1.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (0.8% net profit margin).
Reported Earnings • Mar 14Full year 2024 earnings released: EPS: NT$3.49 (vs NT$4.70 in FY 2023)Full year 2024 results: EPS: NT$3.49 (down from NT$4.70 in FY 2023). Revenue: NT$237.0b (up 56% from FY 2023). Net income: NT$1.87b (down 11% from FY 2023). Profit margin: 0.8% (down from 1.4% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
공시 • Mar 12Supreme Electronics Co., Ltd., Annual General Meeting, May 27, 2025Supreme Electronics Co., Ltd., Annual General Meeting, May 27, 2025, at 09:00 Taipei Standard Time. Location: 2 floor no,335, jui kuang rd., neihu district, taipei city Taiwan
공시 • Mar 11+ 1 more updateSupreme Electronics Co., Ltd. Announces Change of CFO, Effective April 1, 2025Supreme Electronics Co., Ltd. announced change of CFO. Name, title, and resume of the previous position holder: Name: M.D. Chen/CFO. Resume: The company CFO. Name, title, and resume of the new position holder: Name: William Chen/Accounting Assistant Vice President, Resume: The company Accounting Assistant Vice President temporary agent. Reason for the change: Company operation planning. Effective date: April 1, 2025. Any other matters that need to be specified: The position of CFO will be temporarily assumed by Accounting Assistant Vice President William Chen.
공시 • Feb 28Supreme Electronics Co., Ltd. to Report Fiscal Year 2024 Results on Mar 10, 2025Supreme Electronics Co., Ltd. announced that they will report fiscal year 2024 results on Mar 10, 2025
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Independent Director Sonny Wang was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.
분석 기사 • Dec 12Does Supreme Electronics (TWSE:8112) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Nov 13Supreme Electronics' (TWSE:8112) Solid Earnings May Rest On Weak FoundationsSupreme Electronics Co., Ltd.'s ( TWSE:8112 ) healthy profit numbers didn't contain any surprises for investors...
Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: NT$1.00 (vs NT$1.53 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.00 (down from NT$1.53 in 3Q 2023). Revenue: NT$60.5b (up 49% from 3Q 2023). Net income: NT$523.8m (down 24% from 3Q 2023). Profit margin: 0.9% (down from 1.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
공시 • Oct 30Supreme Electronics Co., Ltd. to Report Q3, 2024 Results on Nov 06, 2024Supreme Electronics Co., Ltd. announced that they will report Q3, 2024 results on Nov 06, 2024
분석 기사 • Sep 05Estimating The Fair Value Of Supreme Electronics Co., Ltd. (TWSE:8112)Key Insights Supreme Electronics' estimated fair value is NT$68.38 based on Dividend Discount Model Supreme...
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: NT$1.50 (vs NT$1.16 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.50 (up from NT$1.16 in 2Q 2023). Revenue: NT$70.1b (up 86% from 2Q 2023). Net income: NT$777.8m (up 57% from 2Q 2023). Profit margin: 1.1% (down from 1.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
공시 • Jul 31Supreme Electronics Co., Ltd. to Report Q2, 2024 Results on Aug 07, 2024Supreme Electronics Co., Ltd. announced that they will report Q2, 2024 results on Aug 07, 2024
Declared Dividend • Jun 01Dividend reduced to NT$4.07Dividend of NT$4.07 is 7.4% lower than last year. Ex-date: 28th June 2024 Payment date: 26th July 2024 Dividend yield will be 5.0%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (127% earnings payout ratio) and 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 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 41% to bring the payout ratio under control, which is more than the 4.5% EPS growth achieved over the last 5 years.
공시 • May 31Supreme Electronics Co., Ltd. Approves Cash Dividend, Payable on July 26, 2024Supreme Electronics Co., Ltd. approved Common Stock Cash Dividends - Total amount of TWD 2,100,000,000 (TWD 4.07315084 per share) Ex-rights (ex-dividend) trading date is June 28, 2024. Last date before book closure is July 1, 2024. Ex-rights (ex-dividend) record date is July 6, 2024. Date of the resolution by the board of directors or shareholders meeting or decision by the Company is May 30, 2024. the dividend is paid by remittance: The remittance will be made to each shareholder's designated bank on July 26, 2024.
Reported Earnings • May 10First quarter 2024 earnings released: EPS: NT$0.91 (vs NT$0.35 in 1Q 2023)First quarter 2024 results: EPS: NT$0.91 (up from NT$0.35 in 1Q 2023). Revenue: NT$55.8b (up 126% from 1Q 2023). Net income: NT$530.6m (up 255% from 1Q 2023). Profit margin: 1.0% (up from 0.6% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
공시 • May 02Supreme Electronics Co., Ltd. to Report Q1, 2024 Results on May 08, 2024Supreme Electronics Co., Ltd. announced that they will report Q1, 2024 results on May 08, 2024
분석 기사 • Apr 12What Supreme Electronics Co., Ltd.'s (TWSE:8112) 27% Share Price Gain Is Not Telling YouDespite an already strong run, Supreme Electronics Co., Ltd. ( TWSE:8112 ) shares have been powering on, with a gain of...
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$86.50, the stock trades at a trailing P/E ratio of 22.2x. Average trailing P/E is 25x in the Electronic industry in Taiwan. Total returns to shareholders of 151% over the past three years.
Buy Or Sell Opportunity • Mar 21Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to NT$77.10. The fair value is estimated to be NT$62.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.4% over the last 3 years. Earnings per share has declined by 14%.
분석 기사 • Mar 19Supreme Electronics' (TWSE:8112) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsA lackluster earnings announcement from Supreme Electronics Co., Ltd. ( TWSE:8112 ) last week didn't sink the stock...
Reported Earnings • Mar 13Full year 2023 earnings released: EPS: NT$4.70 (vs NT$5.16 in FY 2022)Full year 2023 results: EPS: NT$4.70 (down from NT$5.16 in FY 2022). Revenue: NT$152.1b (down 13% from FY 2022). Net income: NT$2.16b (down 2.0% from FY 2022). Profit margin: 1.4% (up from 1.3% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
공시 • Mar 12+ 1 more updateSupreme Electronics Co., Ltd. Proposes Dividend for the Year Ended December 31, 2023Supreme Electronics Co., Ltd. proposed cash dividend of TWD 4.07315084 per share. The dividend allotment is calculated based on the 515,571,380 shares that have been issued to participate in the rights distribution at the time of the resolution of the board of directors on March 11, 2024.
분석 기사 • Mar 06The Returns On Capital At Supreme Electronics (TWSE:8112) Don't Inspire ConfidenceThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$68.30, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 172% over the past three years.
공시 • Nov 09Supreme Electronics Co., Ltd. Appoints Rosalind Lin as Member of Sustainability CommitteeSupreme Electronics Co., Ltd. board has approved the addition of Rosalind Lin a member to the Sustainability Committee. Resume of the new position holder: Independent director of Supreme Electronics Co., Ltd. Vice President of the Business and Sales Department at Eastern Broadcasting Co., Ltd. Effective date of the new member is November 08, 2023. The tenure is the same as current Board of Directors (November 08, 2023 to June 16, 2025).
Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: NT$1.16 (vs NT$1.65 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.16 (down from NT$1.65 in 2Q 2022). Revenue: NT$37.6b (down 16% from 2Q 2022). Net income: NT$493.7m (down 30% from 2Q 2022). Profit margin: 1.3% (down from 1.6% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jul 29New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risks Dividend is not well covered by earnings (129% payout ratio). Profit margins are more than 30% lower than last year (1.0% net profit margin). Shareholders have been diluted in the past year (16% increase in shares outstanding).
New Risk • Jul 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.0% Last year net profit margin: 1.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risks Dividend is not well covered by earnings (129% payout ratio). Profit margins are more than 30% lower than last year (1.0% net profit margin).
Upcoming Dividend • Jun 29Upcoming dividend of NT$4.40 per share at 9.0% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 04 August 2023. Payout ratio is on the higher end at 85%, however this is supported by cash flows. Trailing yield: 9.0%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (4.3%).
Reported Earnings • Mar 12Full year 2022 earnings released: EPS: NT$5.16 (vs NT$7.02 in FY 2021)Full year 2022 results: EPS: NT$5.16 (down from NT$7.02 in FY 2021). Revenue: NT$174.1b (down 17% from FY 2021). Net income: NT$2.21b (down 23% from FY 2021). Profit margin: 1.3% (down from 1.4% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jan 11Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be NT$46.27, 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 30%.
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: NT$1.02 (vs NT$1.80 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.02 (down from NT$1.80 in 3Q 2021). Revenue: NT$37.8b (down 30% from 3Q 2021). Net income: NT$434.5m (down 44% from 3Q 2021). Profit margin: 1.1% (down from 1.4% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: NT$1.65 (vs NT$2.00 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.65 (down from NT$2.00 in 2Q 2021). Revenue: NT$44.9b (down 14% from 2Q 2021). Net income: NT$706.7m (down 13% from 2Q 2021). Profit margin: 1.6% (up from 1.5% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$34.05, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 57% over the past three years.
Upcoming Dividend • Jul 07Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 12 August 2022. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 10.0%. Within top quartile of Taiwanese dividend payers (6.8%). Higher than average of industry peers (5.1%).
Reported Earnings • May 09First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: NT$55.7b (up 11% from 1Q 2021). Net income: NT$896.3m (up 46% from 1Q 2021). Profit margin: 1.6% (up from 1.2% in 1Q 2021). The increase in margin was driven by higher revenue.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Rosalind Lin was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$1.80 (vs NT$1.20 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$53.9b (up 52% from 3Q 2020). Net income: NT$771.6m (up 69% from 3Q 2020). Profit margin: 1.4% (up from 1.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 15% per year.
Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS NT$2.00 (vs NT$0.88 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$52.4b (up 78% from 2Q 2020). Net income: NT$811.3m (up 146% from 2Q 2020). Profit margin: 1.5% (up from 1.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 12% per year.
Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$1.62 (vs NT$0.77 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$50.4b (up 56% from 1Q 2020). Net income: NT$613.2m (up 111% from 1Q 2020). Profit margin: 1.2% (up from 0.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.
Upcoming Dividend • Apr 15Upcoming dividend of NT$3.00 per shareEligible shareholders must have bought the stock before 22 April 2021. Payment date: 09 July 2021. Trailing yield: 5.9%. Within top quartile of Taiwanese dividend payers (4.8%). Higher than average of industry peers (2.9%).
분석 기사 • Mar 24Is Supreme Electronics Co., Ltd. (TPE:8112) The Right Choice For A Smart Dividend Investor?Could Supreme Electronics Co., Ltd. ( TPE:8112 ) be an attractive dividend share to own for the long haul? Investors...
공시 • Mar 10Supreme Electronics Co., Ltd., Annual General Meeting, Jun 22, 2021Supreme Electronics Co., Ltd., Annual General Meeting, Jun 22, 2021. Location: Hotel June, 2nd Floor, No.1, Alley 34 Lane123, Sec.6, Minquan E Rd., Neihu Dist. Taipei City Taiwan Agenda: To discuss 2020 business report; to discuss audit Committees review report of 2020; to discuss distribution of 2020 director's and employee's remuneration; to discuss cash dividend in 2020 of distribution report; to discuss partial amendments to codes of Ethical Conduct; and to discuss partial amendments to business integrity procedures and Behavioral Guidelines.
Reported Earnings • Mar 09Full year 2020 earnings released: EPS NT$4.22 (vs NT$3.41 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$137.5b (up 22% from FY 2019). Net income: NT$1.60b (up 24% from FY 2019). Profit margin: 1.2% (up from 1.1% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Executive Departure • Mar 01Chief Operating Officer has left the companyOn the 28th of February, Hongyao Dai's tenure as Chief Operating Officer ended after 1.7 years in the role. We don't have any record of a personal shareholding under Hongyao's name. Hongyao is the only executive to leave the company over the last 12 months.
공시 • Feb 27Supreme Electronics Co., Ltd. Announces the Retirement of Bird Dai, COO, Effective February 28, 2021Supreme Electronics Co., Ltd. announced the retirement of Bird Dai, COO, Effective February 28, 2021.
Is New 90 Day High Low • Feb 18New 90-day high: NT$37.10The company is up 19% from its price of NT$31.10 on 20 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 22% over the same period.
분석 기사 • Feb 17A Closer Look At Supreme Electronics Co., Ltd.'s (TPE:8112) Impressive ROEWhile some investors are already well versed in financial metrics (hat tip), this article is for those who would like...
분석 기사 • Jan 29Is Supreme Electronics (TPE:8112) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Jan 14What Can The Trends At Supreme Electronics (TPE:8112) Tell Us About Their Returns?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Is New 90 Day High Low • Jan 11New 90-day high: NT$35.20The company is up 18% from its price of NT$29.90 on 13 October 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 24% over the same period.
분석 기사 • Dec 23Calculating The Fair Value Of Supreme Electronics Co., Ltd. (TPE:8112)Does the December share price for Supreme Electronics Co., Ltd. ( TPE:8112 ) reflect what it's really worth? Today, we...
분석 기사 • Dec 04Here's What You Should Know About Supreme Electronics Co., Ltd.'s (TPE:8112) 8.1% Dividend YieldCould Supreme Electronics Co., Ltd. ( TPE:8112 ) be an attractive dividend share to own for the long haul? Investors...
Is New 90 Day High Low • Dec 04New 90-day high: NT$33.40The company is up 11% from its price of NT$30.00 on 04 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period.
분석 기사 • Nov 19Supreme Electronics (TPE:8112) Has Gifted Shareholders With A Fantastic 246% Total Return On Their InvestmentThe worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS NT$1.20The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$35.4b (up 1.9% from 3Q 2019). Net income: NT$455.6m (up 9.5% from 3Q 2019). Profit margin: 1.3% (up from 1.2% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.
Is New 90 Day High Low • Nov 12New 90-day high: NT$30.55The company is up 1.0% from its price of NT$30.30 on 14 August 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electronic industry, which is down 1.0% over the same period.