Yageo Corporation

TWSE:2327 Aktierapport

Börsvärde: NT$651.9b

Yageo Förvaltning

Förvaltning kriterier kontrolleras 3/4

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Viktig information

David Wang

Verkställande direktör

NT$146.9m

Total ersättning

VD-lön i procent98.56%
Anställning som VD3.7yrs
Ägande av VDn/a
Ledningens genomsnittliga anställningstid4.8yrs
Styrelsens genomsnittliga mandatperiod7.9yrs

Senaste uppdateringar av ledningen

Recent updates

2327: Future Pricing Will Reflect Stronger Margins And Lower Required Returns

Analysts now set a higher price target for Yageo at NT$373.50, up from NT$331.42, citing updated assumptions for a lower discount rate, slightly different revenue growth expectations, stronger profit margin forecasts, and a reduced forward P/E multiple. Valuation Changes Fair Value: NT$373.50, up from NT$331.42, indicating a higher assessed valuation level.

2327: Future Pricing Will Reflect Steady Assumptions And Undervalued Earnings Quality

Analysts have kept their fair value view for Yageo steady at around NT$331.42 per share, with only minor tweaks to the discount rate, revenue growth, profit margin assumptions and future P/E inputs behind the unchanged price target. Valuation Changes Fair Value: NT$331.42 per share remains unchanged, indicating a steady overall valuation view.

2327: Future Pricing Will Reflect Improved Earnings Quality Under New Finance Leadership

Analysts have raised their price target on Yageo by NT$5 to reflect updated assumptions for revenue growth, profit margins and a lower discount rate, partly offset by a more conservative future P/E multiple. What's in the News Yageo Corporation plans a CFO transition effective January 1, 2026, with current CFO Eddie Chen moving out of the role and Deputy CFO Gavin Zhong stepping in as the new CFO (Key Developments).

2327: Future Pricing Will Reflect Higher Fair Value And Finance Leadership Continuity

Analysts now set their Yageo price target at NT$326.42, up from NT$283.12. This reflects updated assumptions that combine higher projected revenue growth with a slightly lower discount rate and a modestly higher future P/E, partly offset by a more conservative profit margin outlook.

2327: Future Pricing Will Reflect Stable Margins And Upcoming Finance Leadership Shift

The analyst price target for Yageo is reaffirmed at NT$283.12, with only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, as analysts fine-tune their models without a material change in their overall valuation view. What's in the News Yageo Corporation has appointed Gavin Zhong as Chief Financial Officer, effective January 1, 2026.

2327: Future Pricing Will Depend On Margins And Incoming Finance Leadership

Analysts have nudged their fair value estimate for Yageo higher from about $266.15 to $283.12 per share, citing slightly adjusted assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple to support the new price target. What's in the News Yageo Corporation appointed Gavin Zhong as Chief Financial Officer, effective January 1, 2026, shifting him from his prior role as Deputy CFO (Key Developments).

2327: Rich Pricing Will Hinge On Margins And New Finance Leadership

Analysts have nudged their fair value estimate for Yageo from $252.08 to $266.15, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Yageo Corporation appointed Gavin Zhong as CFO, effective January 1, 2026.

2327: Stable Outlook Will Rely On Margins And Finance Leadership Transition

Analysts have kept their Yageo fair value estimate broadly stable around $252.08 per share, with only slight adjustments to the discount rate, revenue growth outlook, profit margin assumptions and future P/E. This reflects a largely unchanged view on the stock's long term risk and earnings profile.

2327: Future Profit Margins And Market Conditions Will Shape Share Performance

Analysts have nudged their price target on Yageo slightly higher to approximately $252.08 per share, citing marginally lower discount rate assumptions and a nearly unchanged outlook for revenue growth, profit margins, and future valuation multiples. Valuation Changes The fair value estimate remains unchanged at NT$252.08 per share, indicating no material reassessment of intrinsic value.

2327: Future Profit Margins And Market Trends Will Influence Share Performance

Analysts have raised their price target for Yageo to $252.08, up from $248.04, citing modest adjustments in discount rate and future price-to-earnings assumptions to reflect improving market conditions. Valuation Changes Fair Value Estimate increased marginally from NT$248.04 to NT$252.08.

2327: Future Profitability And Risk Profile Will Shape Share Performance

Analysts have raised their price target for Yageo from $219.75 to $248.04. They cite updated valuations that reflect changes in forecasted growth and profit expectations.

2327: Future Earnings Multiple Expansion Will Likely Drive Overvaluation Risk

Analyst Price Target for Yageo Sees Significant Increase Analysts have raised their price target for Yageo from $151.23 to $219.75. They cite improved revenue growth forecasts and higher expected profit margins as key reasons for the upgrade.

Global Positioning In AI And EV Markets Will Strengthen Future Prospects

Analysts have maintained their price target for Yageo at $151.23. This reflects continued confidence in the company’s outlook based on stable projections for growth and profitability.

Global Positioning In AI And EV Markets Will Strengthen Future Prospects

Analysts have increased their price target for Yageo from $146.73 to $151.23, citing refined fair value estimates along with subtle improvements in discount rate assumptions. Valuation Changes The Fair Value Estimate has increased modestly from NT$146.73 to NT$151.23.

Global Positioning In AI And EV Markets Will Strengthen Future Prospects

Yageo’s consensus price target has been sharply revised downward, primarily reflecting a lower future P/E multiple rather than changes in revenue growth expectations, resulting in a new fair value of NT$146.73. What's in the News Shareholders approved amendments to the corporate charter.
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Tactical Expansion In AI And EV Markets To Propel Future Growth And Profitability

Yageo's strategic positioning in AI server components and the EV market could drive future revenue growth and diversification.

Analys av ersättningar till VD

Hur har David Wang:s ersättning förändrats jämfört med Yageo:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

NT$26b

Dec 31 2025n/an/a

NT$24b

Sep 30 2025n/an/a

NT$21b

Jun 30 2025n/an/a

NT$20b

Mar 31 2025n/an/a

NT$20b

Dec 31 2024NT$147mNT$145m

NT$19b

Sep 30 2024n/an/a

NT$20b

Jun 30 2024n/an/a

NT$20b

Mar 31 2024n/an/a

NT$18b

Dec 31 2023NT$142mNT$140m

NT$17b

Sep 30 2023n/an/a

NT$17b

Jun 30 2023n/an/a

NT$18b

Mar 31 2023n/an/a

NT$21b

Dec 31 2022NT$62mNT$59m

NT$23b

Sep 30 2022n/an/a

NT$23b

Jun 30 2022n/an/a

NT$24b

Mar 31 2022n/an/a

NT$24b

Dec 31 2021NT$52mNT$48m

NT$23b

Sep 30 2021n/an/a

NT$22b

Jun 30 2021n/an/a

NT$18b

Mar 31 2021n/an/a

NT$15b

Dec 31 2020n/an/a

NT$12b

Sep 30 2020n/an/a

NT$9b

Jun 30 2020n/an/a

NT$9b

Mar 31 2020n/an/a

NT$7b

Dec 31 2019NT$16mNT$12m

NT$7b

Ersättning vs marknad: David s total kompensation ($USD 4.65M ) är över genomsnittet för företag av liknande storlek på TW marknaden ($USD 471.38K ).

Ersättning vs inkomst: Ersättningen från David har varit i linje med företagets resultat under det senaste året.

VD OCH KONCERNCHEF

David Wang

3.7yrs
Anställning
NT$146,852,000
Kompensation

Mr. Deng-Rue Wang, also known as David, has been Chief Executive Officer at Yageo Corporation since September 2022 and serves as its Director and was its General Manager since May 4, 2020 and served as its...

Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Tie-Min Chen
Founder & Chairman of the Board32.9yrsNT$62.74m0.032%
NT$ 209.9m
Deng-Rue Wang
CEO & Director3.7yrsNT$146.85minga uppgifter
Gavin Zhong
Chief Financial Officerless than a yearinga uppgifteringa uppgifter
Eddie Y.S. Chen
Chief Operating Officerless than a yearinga uppgifteringa uppgifter
Wenxiang Yang
Deputy Spokesperson4.8yrsinga uppgifteringa uppgifter
Chris Y.C. Yang
VP & Chief Information Officerno datainga uppgifteringa uppgifter
Susan B. Barkal
Chief Quality & Compliance Officer5.3yrsinga uppgifteringa uppgifter
Benjamin Kao
Chief Legal Officer1.3yrsinga uppgifteringa uppgifter
Alison H.Y. Tung
Chief Human Resources Officer5.6yrsinga uppgifter0.00050%
NT$ 3.3m
Claudio Lollini
Senior EVP & Head of Global Sales Business Groupno datainga uppgifteringa uppgifter
William Malherbe
Senior VP of Pulse & Head of Magnetics PBG5.3yrsinga uppgifteringa uppgifter
Robert S. Willoughby
Head of Capacitor PBG5.3yrsinga uppgifteringa uppgifter
4.8yrs
Genomsnittlig anställningstid
63yo
Genomsnittlig ålder

Erfaren ledning: 2327 s ledningsgrupp anses vara erfaren ( 4.8 års genomsnittlig anställningstid).

Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Tie-Min Chen
Founder & Chairman of the Board32.9yrsNT$62.74m0.032%
NT$ 209.9m
Deng-Rue Wang
CEO & Director6yrsNT$146.85minga uppgifter
Shih-Chien Yang
Director19.9yrsNT$2.30minga uppgifter
Lai-Fu Lin
Independent Director13.9yrsNT$1.17minga uppgifter
Cheng-Ling Lee
Independent Director13.9yrsNT$3.20minga uppgifter
Chin-San Wang
Director13.9yrsNT$2.30minga uppgifter
Yuan Lai
Supervisorno datainga uppgifteringa uppgifter
Hsu Tun-Son Lin
Independent Director7.9yrsNT$2.80minga uppgifter
Shu-Chen Tsai
Director2yrsinga uppgifter0.0038%
NT$ 24.7m
Ching-Chang Yen
Director4.8yrsNT$5.00minga uppgifter
Shao Chiao Chen
Director1yringa uppgifteringa uppgifter
Chen-I Hsu
Independent Director1yringa uppgifter0.00037%
NT$ 2.4m
7.9yrs
Genomsnittlig anställningstid

Erfaren styrelse: 2327 s styrelse anses vara erfaren ( 7.9 års genomsnittlig mandatperiod).

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/01 12:40
Aktiekurs vid dagens slut2026/04/30 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Yageo Corporation bevakas av 18 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Aaron WuBarclays
Robert ChengBofA Global Research
Yijun TuCapital Securities Corporation