Reported Earnings • Mar 11
Full year 2025 earnings released: NT$0.26 loss per share (vs NT$0.50 loss in FY 2024) Full year 2025 results: NT$0.26 loss per share (improved from NT$0.50 loss in FY 2024). Revenue: NT$1.80b (up 52% from FY 2024). Net loss: NT$84.5m (loss narrowed 49% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance. Announcement • Mar 05
Cameo Communications, Inc., Annual General Meeting, May 28, 2026 Cameo Communications, Inc., Annual General Meeting, May 28, 2026, at 09:00 Taipei Standard Time. Location: no,289, hsin hu 3rd rd., neihu district, taipei city Taiwan Reported Earnings • Nov 17
Third quarter 2025 earnings released: EPS: NT$0.07 (vs NT$0.23 loss in 3Q 2024) Third quarter 2025 results: EPS: NT$0.07 (up from NT$0.23 loss in 3Q 2024). Revenue: NT$502.9m (up 56% from 3Q 2024). Net income: NT$24.5m (up NT$99.2m from 3Q 2024). Profit margin: 4.9% (up from net loss in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 122 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 17
Second quarter 2025 earnings released: NT$0.19 loss per share (vs NT$0.046 profit in 2Q 2024) Second quarter 2025 results: NT$0.19 loss per share (down from NT$0.046 profit in 2Q 2024). Revenue: NT$505.5m (up 97% from 2Q 2024). Net loss: NT$63.8m (down NT$79.0m from profit in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 128 percentage points per year, which is a significant difference in performance. Reported Earnings • May 08
First quarter 2025 earnings released: NT$0.05 loss per share (vs NT$0.21 loss in 1Q 2024) First quarter 2025 results: NT$0.05 loss per share (improved from NT$0.21 loss in 1Q 2024). Revenue: NT$418.6m (up 78% from 1Q 2024). Net loss: NT$15.9m (loss narrowed 77% from 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance. Announcement • Apr 29
Cameo Communications, Inc. to Report Q1, 2025 Results on May 06, 2025 Cameo Communications, Inc. announced that they will report Q1, 2025 results on May 06, 2025 Announcement • Feb 27
Cameo Communications, Inc., Annual General Meeting, May 27, 2025 Cameo Communications, Inc., Annual General Meeting, May 27, 2025, at 14:00 Taipei Standard Time. Location: 1 floor no,196, hsin hu 3rd rd., neihu district, taipei city Taiwan Announcement • Feb 19
Cameo Communications, Inc. to Report Fiscal Year 2024 Results on Feb 25, 2025 Cameo Communications, Inc. announced that they will report fiscal year 2024 results on Feb 25, 2025 New Risk • Dec 19
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. Reported Earnings • Nov 18
Third quarter 2024 earnings released: NT$0.23 loss per share (vs NT$0.037 loss in 3Q 2023) Third quarter 2024 results: NT$0.23 loss per share (further deteriorated from NT$0.037 loss in 3Q 2023). Revenue: NT$321.2m (down 23% from 3Q 2023). Net loss: NT$74.7m (loss widened NT$62.6m from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Announcement • Nov 05
Cameo Communications, Inc. to Report Q3, 2024 Results on Nov 12, 2024 Cameo Communications, Inc. announced that they will report Q3, 2024 results on Nov 12, 2024 Reported Earnings • Aug 14
Second quarter 2024 earnings released: EPS: NT$0.05 (vs NT$0.03 loss in 2Q 2023) Second quarter 2024 results: EPS: NT$0.05 (up from NT$0.03 loss in 2Q 2023). Revenue: NT$257.2m (down 68% from 2Q 2023). Net income: NT$15.2m (up NT$25.2m from 2Q 2023). Profit margin: 5.9% (up from net loss in 2Q 2023). 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 5% per year, which means it is significantly lagging earnings. Announcement • Jul 27
Cameo Communications, Inc. to Report Q2, 2024 Results on Aug 06, 2024 Cameo Communications, Inc. announced that they will report Q2, 2024 results at 9:00 AM, Taipei Standard Time on Aug 06, 2024 Announcement • Feb 27
Cameo Communications, Inc., Annual General Meeting, May 27, 2024 Cameo Communications, Inc., Annual General Meeting, May 27, 2024. Location: 1F, No. 399, Ruiguang Rd., Neihu Dist. Taipei City Taiwan Agenda: To consider 2023 Business Report; to consider 2023 Audit Committees Review Report; to adopt 2023 business report and financial statements; to adopt 2023 Deficit Compensation Proposal; to revise the Articles of Incorporation; to release the director from non-competition restrictions; and to consider other matters. Announcement • Sep 12
Cameo Communications, Inc. Announces Board Changes Cameo Communications, Inc. announced the resignation of James Huang as Representative Juristic-Person Director, effective September 11, 2023. James Huang is GM of Kings Asset Management Co. Ltd. The company announced the appointment of Joanne Chen as Representative Juristic-Person Director, effective September 11, 2023. Joanne Chen is CFO of D-Link Corporation. Upcoming Dividend • Aug 16
Upcoming dividend of NT$0.22 per share at 2.1% yield Eligible shareholders must have bought the stock before 23 August 2023. Payment date: 15 September 2023. Trailing yield: 2.1%. Lower than top quartile of Taiwanese dividend payers (5.7%). Lower than average of industry peers (2.8%). New Risk • Aug 11
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: NT$3.12b (US$97.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.3% net profit margin). Market cap is less than US$100m (NT$3.12b market cap, or US$97.9m). Reported Earnings • Aug 10
Second quarter 2023 earnings released: NT$0.03 loss per share (vs NT$0.093 profit in 2Q 2022) Second quarter 2023 results: NT$0.03 loss per share (down from NT$0.093 profit in 2Q 2022). Revenue: NT$804.5m (up 32% from 2Q 2022). Net loss: NT$9.96m (down 132% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Announcement • Aug 09
Cameo Communications, Inc. Declares Cash Dividend, Payable on September 15, 2023 Cameo Communications, Inc. declared cash dividends totaling TWD 72,771,427 or TWD 0.22 per share. Ex-rights (ex-dividend) trading date is August 23, 2023. Ex-rights (ex-dividend) record date is August 29, 2023. Payment date of cash dividend distribution is September 15, 2023. Reported Earnings • Feb 24
Full year 2022 earnings released: EPS: NT$0.29 (vs NT$1.23 in FY 2021) Full year 2022 results: EPS: NT$0.29 (down from NT$1.23 in FY 2021). Revenue: NT$3.38b (up 36% from FY 2021). Net income: NT$95.0m (down 76% from FY 2021). Profit margin: 2.8% (down from 16% in FY 2021). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Board Change • Nov 16
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Yu-Chang Lin was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Reported Earnings • Nov 05
Third quarter 2022 earnings released: EPS: NT$0.24 (vs NT$0.64 loss in 3Q 2021) Third quarter 2022 results: EPS: NT$0.24 (up from NT$0.64 loss in 3Q 2021). Revenue: NT$1.07b (up 100% from 3Q 2021). Net income: NT$80.8m (up NT$292.8m from 3Q 2021). Profit margin: 7.6% (up from net loss in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 16
Investor sentiment improved over the past week After last week's 16% share price gain to NT$10.55, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 21x in the Communications industry in Taiwan. Total returns to shareholders of 7.3% over the past three years. Reported Earnings • Aug 04
Second quarter 2022 earnings released: EPS: NT$0.09 (vs NT$0.51 loss in 2Q 2021) Second quarter 2022 results: EPS: NT$0.09 (up from NT$0.51 loss in 2Q 2021). Revenue: NT$609.5m (down 2.4% from 2Q 2021). Net income: NT$30.7m (up NT$199.3m from 2Q 2021). Profit margin: 5.0% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Reported Earnings • May 04
First quarter 2022 earnings released: NT$0.20 loss per share (vs NT$0.45 loss in 1Q 2021) First quarter 2022 results: NT$0.20 loss per share (up from NT$0.45 loss in 1Q 2021). Revenue: NT$622.4m (down 11% from 1Q 2021). Net loss: NT$65.6m (loss narrowed 47% from 1Q 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 • Apr 27
Less than half of directors are independent Following 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 Yu-Chang Lin was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Mar 23
Investor sentiment improved over the past week After last week's 25% share price gain to NT$10.25, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 22x in the Communications industry in Taiwan. Total loss to shareholders of 5.1% over the past three years. Reported Earnings • Mar 18
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: NT$1.23 (up from NT$1.89 loss in FY 2020). Revenue: NT$2.49b (down 24% from FY 2020). Net income: NT$390.7m (up NT$825.6m from FY 2020). Profit margin: 16% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Announcement • Feb 22
Cameo Communications, Inc., Annual General Meeting, May 27, 2022 Cameo Communications, Inc., Annual General Meeting, May 27, 2022. Reported Earnings • Nov 05
Third quarter 2021 earnings released: NT$0.64 loss per share (vs NT$0.36 loss in 3Q 2020) The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: NT$535.1m (down 53% from 3Q 2020). Net loss: NT$212.0m (loss widened 155% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Reported Earnings • Aug 05
Second quarter 2021 earnings released: NT$0.51 loss per share (vs NT$0.37 loss in 2Q 2020) The company reported a poor second quarter result with increased losses, weaker revenues and weaker control over costs. Second quarter 2021 results: Revenue: NT$624.5m (down 9.9% from 2Q 2020). Net loss: NT$168.5m (loss widened 97% from 2Q 2020). 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 13% per year, which means it is well ahead of earnings. Reported Earnings • May 05
First quarter 2021 earnings released: NT$0.45 loss per share (vs NT$0.62 loss in 1Q 2020) The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: NT$701.7m (up 51% from 1Q 2020). Net loss: NT$124.0m (loss narrowed 13% from 1Q 2020). 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 17% per year, which means it is well ahead of earnings. Reported Earnings • Mar 25
Full year 2020 earnings released: NT$1.89 loss per share (vs NT$1.26 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$3.29b (down 3.0% from FY 2019). Net loss: NT$434.9m (loss widened 28% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings. Is New 90 Day High Low • Mar 11
New 90-day high: NT$11.00 The company is up 19% from its price of NT$9.22 on 11 December 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 2.0% over the same period. Is New 90 Day High Low • Feb 04
New 90-day high: NT$10.60 The company is up 43% from its price of NT$7.40 on 06 November 2020. The Taiwanese market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 19% over the same period. Is New 90 Day High Low • Dec 01
New 90-day high: NT$9.10 The company is up 5.0% from its price of NT$8.70 on 02 September 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Communications industry, which is also up 5.0% over the same period. Reported Earnings • Nov 07
Third quarter 2020 earnings released: NT$0.31 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$1.14b (up 10% from 3Q 2019). Net loss: NT$83.2m (loss widened 306% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Oct 28
New 90-day low: NT$7.99 The company is down 10.0% from its price of NT$8.90 on 30 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 1.0% over the same period. 