Announcement • Sep 14
Lead Data Inc. Announces Election of Chen Qingfu as Chairman of Board of Directors Lead Data Inc. announced of the election of chairman of the board of directors of the company. Name of the previous position holder: Chen Qingfu . Resume of the previous position holder: Chairman of Changhong International (Co. Ltd.) Name of the new position holder:Chen Qingfu .Resume of the new position holder: Chairman of Changhong International (Co. Ltd.) .Circumstances of change):new appointment .Reason for the change: new appointment. Effective date of the new appointment: new appointment. Announcement • May 30
Lead Data Inc. Announces Changes in Corporate Director Representative Lead Data Inc. announced changes in corporate director representative. Name of the previous position holder: Cai Mengjie. Resume of the previous position holder: Chairman of Daan International Co. Ltd. Name of the new position holder: Chen Qingfu. Resume of the new position holder: Director of Changhong International Co. Ltd. Reason for the change: Dismissal. Effective date of the new appointment: May 29, 2024. Announcement • Apr 11
Lead Data Inc. Announces Director Changes Lead Data Inc. announced the resignation of Wu Lingyun as Director, effective April 10, 2024. Wu Lingyun is Director of Chunghong International Co. Ltd. The company announced the appointment of Chen Qingfu as Director, effective April 10, 2024. Chen Qingfu is Director of Wangjiang Construction Co. Ltd., Person in charge of Wanjiang International Co. Ltd. and General Manager of Hongji Development International Co. Ltd. Announcement • Apr 05
Lead Data Inc. Announces Resignation of Zhu Wuxian as Director Lead Data Inc. announced that the resignation of the company's independent directors. Title and name of the previous position holder: Zhu Wuxian. Resume of the previous position holder: Minister of Quanxu Department. Valuation Update With 7 Day Price Move • Apr 03
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to NT$3.57, the stock trades at a trailing P/E ratio of 3.1x. Average trailing P/E is 25x in the Tech industry in Taiwan. Total returns to shareholders of 81% over the past three years. Announcement • Feb 28
Lead Data Inc., Annual General Meeting, May 17, 2024 Lead Data Inc., Annual General Meeting, May 17, 2024. Location: :No. 99, Section 5, Citizen Avenue Taipei Taiwan Agenda: To consider Annual Business Report; to consider Audit Committee Audit Report 3.Report that the company's losses reached one-half of its paid-in capital; to consider Annual Business Report and Financial Statements; to consider Proposal for appropriation of losses. Valuation Update With 7 Day Price Move • Jan 24
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to NT$6.00, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 158% over the past three years. Valuation Update With 7 Day Price Move • Dec 27
Investor sentiment improves as stock rises 33% After last week's 33% share price gain to NT$4.56, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total returns to shareholders of 50% over the past three years. Valuation Update With 7 Day Price Move • Dec 12
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to NT$3.30, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total returns to shareholders of 10% over the past three years. Valuation Update With 7 Day Price Move • Nov 24
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to NT$2.96, the stock trades at a trailing P/E ratio of 2.6x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total loss to shareholders of 14% over the past three years. Valuation Update With 7 Day Price Move • Oct 30
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to NT$3.16, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 20x in the Tech industry in Taiwan. Total loss to shareholders of 30% over the past three years. New Risk • Oct 05
New minor risk - Share price stability The 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 High level of non-cash earnings (351% accrual ratio). Revenue is less than US$1m (NT$16m revenue, or US$493k). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (NT$407.9m market cap, or US$12.6m). Valuation Update With 7 Day Price Move • Oct 04
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to NT$3.38, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total loss to shareholders of 36% over the past three years. Board Change • Oct 03
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Liang Han Chen was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Aug 18
Second quarter 2023 earnings released: NT$0.04 loss per share (vs NT$0.30 loss in 2Q 2022) Second quarter 2023 results: NT$0.04 loss per share (improved from NT$0.30 loss in 2Q 2022). Net loss: NT$6.28m (loss narrowed 86% from 2Q 2022). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • May 05
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to NT$3.50, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 14x in the Tech industry in Taiwan. Total returns to shareholders of 23% over the past three years. Valuation Update With 7 Day Price Move • Apr 08
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to NT$3.88, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 14x in the Tech industry in Taiwan. Total returns to shareholders of 38% over the past three years. Reported Earnings • Nov 20
Third quarter 2022 earnings released: NT$0.06 loss per share (vs NT$0.088 loss in 3Q 2021) Third quarter 2022 results: NT$0.06 loss per share (improved from NT$0.088 loss in 3Q 2021). Net loss: NT$9.58m (loss narrowed 26% from 3Q 2021). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Liang Han Chen was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Aug 19
Second quarter 2022 earnings released: NT$0.30 loss per share (vs NT$0.25 loss in 2Q 2021) Second quarter 2022 results: NT$0.30 loss per share (down from NT$0.25 loss in 2Q 2021). Revenue: NT$6.45m (down 77% from 2Q 2021). Net loss: NT$44.0m (loss widened 23% from 2Q 2021). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 19
First quarter 2022 earnings released: NT$0.20 loss per share (vs NT$0.33 loss in 1Q 2021) First quarter 2022 results: NT$0.20 loss per share (up from NT$0.33 loss in 1Q 2021). Revenue: NT$5.65m (down 96% from 1Q 2021). Net loss: NT$29.8m (loss narrowed 37% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Liang Han Chen was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Apr 04
Full year 2021 earnings released: NT$0.73 loss per share (vs NT$3.09 loss in FY 2020) Full year 2021 results: NT$0.73 loss per share (up from NT$3.09 loss in FY 2020). Revenue: NT$210.3m (down 55% from FY 2020). Net loss: NT$105.9m (loss narrowed 76% from FY 2020). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Reported Earnings • Nov 17
Third quarter 2021 earnings released: NT$0.09 loss per share (vs NT$0.91 loss in 3Q 2020) The company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2021 results: Revenue: NT$14.1m (down 90% from 3Q 2020). Net loss: NT$12.9m (loss narrowed 90% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings. Reported Earnings • Aug 22
Second quarter 2021 earnings released: NT$0.24 loss per share (vs NT$0.55 loss in 2Q 2020) The company reported a soft second quarter result with weaker revenues and control over costs, although losses reduced. Second quarter 2021 results: Revenue: NT$27.5m (down 60% from 2Q 2020). Net loss: NT$35.8m (loss narrowed 56% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings. Reported Earnings • May 19
First quarter 2021 earnings released: NT$0.33 loss per share (vs NT$0.45 loss in 1Q 2020) The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2021 results: Revenue: NT$153.4m (down 8.0% from 1Q 2020). Net loss: NT$47.4m (loss narrowed 28% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings. Reported Earnings • Apr 01
Full year 2020 earnings released: NT$3.09 loss per share (vs NT$1.97 loss in FY 2019) The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: NT$469.7m (down 32% from FY 2019). Net loss: NT$449.6m (loss widened 57% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings. Announcement • Mar 02
Lead Data Inc., Annual General Meeting, Jun 07, 2021 Lead Data Inc., Annual General Meeting, Jun 07, 2021. Is New 90 Day High Low • Jan 18
New 90-day low: NT$2.75 The company is down 47% from its price of NT$5.16 on 20 October 2020. The Taiwanese market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 12% over the same period. Is New 90 Day High Low • Dec 21
New 90-day low: NT$2.90 The company is down 46% from its price of NT$5.39 on 22 September 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 4.0% over the same period. Is New 90 Day High Low • Dec 04
New 90-day low: NT$3.16 The company is down 22% from its price of NT$4.06 on 04 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is flat over the same period. Is New 90 Day High Low • Nov 18
New 90-day low: NT$3.77 The company is down 5.0% from its price of NT$3.98 on 20 August 2020. The Taiwanese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is down 4.0% over the same period. Reported Earnings • Nov 17
Third quarter 2020 earnings released: NT$0.91 loss per share The company reported a soft third quarter result with increased losses and weaker control over expenses, although revenues were improved. Third quarter 2020 results: Revenue: NT$139.6m (up 1.2% from 3Q 2019). Net loss: NT$132.3m (loss widened 117% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.