Lotes Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of 3533?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders525,9740.467%
Private Companies28,704,66225.5%
General Public31,200,77127.7%
Institutions52,103,28446.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 61.26% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.74%
Jinling Investment Co. Ltd
10,956,237NT$20.5b0%no data
8.71%
Jiaming Investment Co., Ltd.
9,797,037NT$18.3b0%no data
4.44%
Dun Lin Investment Co. Ltd
5,000,000NT$9.3b0%no data
3.24%
Swedbank Robur Fonder AB
3,640,856NT$6.8b0%0.14%
3.16%
Cathay Securities Investment Trust Co., LTD
3,553,995NT$6.6b0%1.34%
3.01%
New Labor Pension Scheme
3,386,102NT$6.3b0%0.67%
2.92%
Capital Research and Management Company
3,285,000NT$6.1b13%0.01%
2.64%
Norges Bank Investment Management
2,973,321NT$5.6b0%0.01%
2.62%
De Chuang Investment Co. Ltd
2,951,388NT$5.5b0%no data
2.55%
The Vanguard Group, Inc.
2,872,271NT$5.4b0.24%no data
2.22%
BlackRock, Inc.
2,502,907NT$4.7b0.18%no data
2.19%
Vontobel Asset Management AG
2,461,000NT$4.6b0%0.77%
2.03%
Fubon Life Insurance Co., Ltd., Asset Management Arm
2,281,376NT$4.3b0%0.77%
1.8%
Taiwan Bureau of Labor Funds
2,029,882NT$3.8b0%3.58%
1.78%
Allianz Asset Management GmbH
2,004,091NT$3.7b0%0.05%
1.17%
Nomura Asset Management Taiwan Ltd.
1,319,189NT$2.5b0%2.63%
0.93%
Uni-President Assets Management Corp.
1,042,825NT$2.0b0%1.22%
0.83%
Fidelity International Ltd
938,224NT$1.8b0%0.02%
0.83%
Polar Capital Holdings Plc
934,000NT$1.7b0%0.2%
0.82%
Hermes Investment Management Limited
924,000NT$1.7b0%0.33%
0.8%
PineBridge Investments LLC
896,000NT$1.7b0%0.28%
0.77%
Schroder Investment Management Limited
868,000NT$1.6b0%0.03%
0.75%
Fuh Hwa Securities Investment Trust Co., Ltd.
844,176NT$1.6b0%0.48%
0.72%
Dimensional Fund Advisors LP
806,325NT$1.5b0%0.01%
0.6%
Geode Capital Management, LLC
673,080NT$1.3b0.15%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/21 05:00
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Lotes Co., Ltd is covered by 24 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Skye ChenAletheia Analyst Network Limited
Lin-Ya KaoBofA Global Research
Meizhen WangCapital Securities Corporation