Innolux Beheer
Beheer criteriumcontroles 3/4
De CEO Innolux is Jim Hung, benoemd in Oct2018, heeft een ambtstermijn van 7.75 jaar. bezit rechtstreeks 0.026% van de aandelen van het bedrijf, ter waarde NT$ 146.32M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.4 jaar en 4.1 jaar.
Belangrijke informatie
Jim Hung
Algemeen directeur
n/a
Totale compensatie
| Percentage CEO-salaris | n/a |
| Dienstverband CEO | 7.8yrs |
| Eigendom CEO | 0.03% |
| Management gemiddelde ambtstermijn | 3.4yrs |
| Gemiddelde ambtstermijn bestuur | 4.1yrs |
Recente managementupdates
Recent updates
3481: Future Returns Will Rely On High P E Multiple Assumptions
Analysts now set their fair value price target for Innolux at around NT$85.3, compared with the prior NT$27.0. This reflects updated assumptions on discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News No recent company specific news items for Innolux were identified in the provided sources.
3481: Slight Assumption Tweaks Will Likely Maintain An Overstretched P/E
Analysts have maintained their NT$19.76 price target for Innolux, citing only very small shifts in assumptions for the discount rate, long term revenue growth, profit margins and future P/E as the basis for this stable view. What's in the News for Innolux No recent Innolux specific news items were identified in the provided sources.3481: Stable Dividend Assumptions Will Likely Sustain An Overvalued P/E
Analysts have kept Innolux's fair value estimate broadly steady at NT$19.76, with only small tweaks to underlying assumptions such as the discount rate and future P/E. These changes feed into the updated price target narrative.3481: Higher Margin Assumptions Will Likely Sustain An Overvalued P/E
Analysts have lifted their fair value estimate for Innolux from NT$16.37 to NT$19.76, citing updated assumptions for revenue growth, profit margins, the discount rate, and a lower future P/E multiple. Valuation Changes Fair Value: NT$16.37 to NT$19.76, indicating a higher assessed value per share based on the updated inputs.3481: Future Returns Will Rely On Margins And Stable P E Multiple
Analysts have kept their NT$ price target for Innolux unchanged, pointing to only minor tweaks in discount rate, revenue growth and profit margin assumptions, along with a steady future P/E outlook. Valuation Changes Fair Value: NT$27.0 is unchanged, so the headline valuation level remains the same.
3481: Higher Discount Rate And Lower Future P/E Will Limit Share Upside
Analysts have trimmed their price target on Innolux to NT$16.56 from NT$17.25 as small shifts in discount rate assumptions, revenue growth outlook and profit margin forecasts feed through to a slightly lower expected P/E multiple. Valuation Changes Fair Value: NT$12.4 is unchanged, with no adjustment to the underlying fair value estimate.3481: Fair Value Outlook Will Depend On Profit Margins And P E Multiple
Analysts now place Innolux's fair value at NT$27.0, compared with the prior NT$25.8. This reflects updated views on discount rates, profit margins and future P/E assumptions. Valuation Changes Fair Value: NT$27.0, up from NT$25.8, indicating a modest upward revision in the assessed value per share.3481: Lower Future P/E Assumptions Will Likely Restrain Share Upside
Analysts have reduced their price target for Innolux to NT$12.40 from NT$115.22, pointing to updated assumptions for discount rate, revenue growth, profit margin, and a much lower future P/E that together suggest a more cautious view on the stock’s upside potential. Valuation Changes Fair Value: NT$12.40 is unchanged, indicating no shift in the central value estimate used in the analysis.3481: Steady Fair Value Will Rely On Higher P/E And Margins
Narrative Update on Innolux Price Target The analyst price target for Innolux has been left unchanged at NT$25.8. Analysts point to a slightly lower discount rate, modestly adjusted revenue growth and profit margin assumptions, and a revised future P/E of about 195x as key inputs supporting their current valuation stance. Valuation Changes Fair Value: NT$25.8 remains unchanged, indicating no revision to the central valuation estimate.3481: Higher Revenue Outlook And Richer P/E Will Support Stronger Sentiment
Analysts have modestly lifted their NT$ price target for Innolux, pointing to updated assumptions that combine slightly higher revenue growth with a lower profit margin outlook and a higher future P/E multiple. Valuation Changes Fair Value: NT$25.8 remains unchanged in the latest update.3481: Higher Revenue Outlook And Richer P/E Will Support Stronger Sentiment
Analysts have increased their price target range for Innolux from $15.50 to $25.80, citing updated assumptions on revenue growth, profit margins, and a higher forward P/E profile in their revised models. Valuation Changes Fair Value: Raised from NT$15.50 to NT$25.80, indicating a higher assessed equity value per share in the updated model.3481: Higher Margin Assumptions And Rich P/E Will Likely Cap Future Returns
Analysts have lifted their fair value estimate for Innolux from $11.30 to $12.40, citing updated assumptions around revenue growth, profit margin, discount rate and future P/E that together point to a different balance of risk and reward in their models. Valuation Changes The Fair Value Estimate has risen slightly from NT$11.30 to NT$12.40, reflecting updated model inputs.3481: Future Profit Margin Assumptions Will Likely Prove Overly Optimistic
Analysts have raised their fair value estimate for Innolux from $13.79 to approximately $16.37, citing updated assumptions for revenue growth, profit margins and future P/E levels as key factors behind the higher price target. Valuation Changes Fair Value Estimate increased from NT$13.79 to about NT$16.37.3481: Stronger Profit Margins Will Drive A More Optimistic Outlook
Analysts have trimmed their price target on Innolux to approximately $15.50 from about $17.50, citing slightly higher discount rates, more modest revenue growth assumptions, and a lower future price to earnings multiple, despite improved profit margin expectations. Valuation Changes Fair Value: Reduced from NT$17.50 to NT$15.50, representing a modest downward revision in the intrinsic value estimate.
Embracing eLEAP And Fan-Out PLP Technologies Will Provide Future Advantages Amid Industry Cycles
Investing in premium, advanced panels and strategic technology collaborations could boost revenue growth and enhance net margins in high-value sectors.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | NT$917m |
| Dec 31 2025 | n/a | n/a | NT$250m |
| Sep 30 2025 | n/a | n/a | NT$9b |
| Jun 30 2025 | n/a | n/a | NT$10b |
| Mar 31 2025 | n/a | n/a | NT$12b |
| Dec 31 2024 | n/a | n/a | NT$6b |
| Sep 30 2024 | n/a | n/a | -NT$6b |
| Jun 30 2024 | n/a | n/a | -NT$8b |
| Mar 31 2024 | n/a | n/a | -NT$15b |
| Dec 31 2023 | NT$25m | NT$7m | -NT$19b |
| Sep 30 2023 | n/a | n/a | -NT$28b |
| Jun 30 2023 | n/a | n/a | -NT$39b |
| Mar 31 2023 | n/a | n/a | -NT$38b |
| Dec 31 2022 | n/a | n/a | -NT$28b |
| Sep 30 2022 | n/a | n/a | -NT$10b |
| Jun 30 2022 | n/a | n/a | NT$22b |
| Mar 31 2022 | n/a | n/a | NT$48b |
| Dec 31 2021 | n/a | n/a | NT$58b |
| Sep 30 2021 | n/a | n/a | NT$62b |
| Jun 30 2021 | n/a | n/a | NT$45b |
| Mar 31 2021 | n/a | n/a | NT$18b |
| Dec 31 2020 | n/a | n/a | NT$2b |
| Sep 30 2020 | n/a | n/a | -NT$15b |
| Jun 30 2020 | n/a | n/a | -NT$21b |
| Mar 31 2020 | n/a | n/a | -NT$19b |
| Dec 31 2019 | NT$17m | NT$7m | -NT$17b |
Compensatie versus markt: Er zijn onvoldoende gegevens om vast te stellen of de totale vergoeding van Jim redelijk is in vergelijking met bedrijven van vergelijkbare omvang in de TW markt.
Compensatie versus inkomsten: De vergoeding van Jim is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Jim Hung
Mr. Jin-Yang Hung, also known as Jim, has been the Chairman of Innolux Corp. since June 21, 2018 and Chief Executive Officer since October, 2018. He has been Special Assistant to Chairman of Innolux Corpor...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman & CEO | 7.8yrs | NT$25.16m | 0.026% NT$ 146.3m | |
| President | 1.2yrs | NT$18.16m | 0.014% NT$ 77.6m | |
| Vice President | no data | NT$13.27m | 0.0066% NT$ 36.5m | |
| Financial Officer | 3.4yrs | geen gegevens | geen gegevens | |
| Director of Finance & Investment Management Division | 7.1yrs | geen gegevens | geen gegevens | |
| Chief Accountant | 3.4yrs | geen gegevens | geen gegevens | |
| Investor Relations Department Manager | 5.9yrs | geen gegevens | geen gegevens | |
| Chief Legal Officer | no data | geen gegevens | geen gegevens | |
| Vice President | 2.4yrs | geen gegevens | geen gegevens | |
| Vice President | 1.1yrs | geen gegevens | geen gegevens | |
| Vice President | less than a year | geen gegevens | 0.000050% NT$ 276.3k | |
| VP, Corporate Governance Officer & Company Secretary | 5.9yrs | geen gegevens | geen gegevens |
Ervaren management: Het managementteam van 3481 wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.4 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman & CEO | 8.1yrs | NT$25.16m | 0.026% NT$ 146.3m | |
| President | 14.1yrs | NT$18.16m | 0.014% NT$ 77.6m | |
| Independent Director | 13.1yrs | NT$2.48m | geen gegevens | |
| Independent Director | 4.1yrs | NT$2.48m | geen gegevens | |
| Independent Director | 4.1yrs | NT$2.48m | geen gegevens | |
| Independent Director | 4.1yrs | NT$2.46m | geen gegevens | |
| Independent Director | 1.2yrs | geen gegevens | geen gegevens | |
| Independent Director | 1.2yrs | geen gegevens | geen gegevens |
Ervaren bestuur: De raad van bestuur van 3481 wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.1 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/06 22:57 |
| Aandelenkoers aan het einde van de dag | 2026/07/06 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Innolux Corporation wordt gevolgd door 26 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Wanping Yeh | Barclays |
| Alberto Moel | Bernstein |
| Brad Lin | BofA Global Research |