ASE Technology Holding Co., Ltd.

TWSE:3711 Stok Raporu

Piyasa değeri: NT$2.6t

ASE Technology Holding Gelecekteki Büyüme

Future kriter kontrolleri 6/6

ASE Technology Holding kazanç ve gelirin sırasıyla yıllık 37.5% ve 21.7% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 37.3% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 28.7% olacağı tahmin edilmektedir.

Anahtar bilgiler

37.5%

Kazanç büyüme oranı

37.28%

EPS büyüme oranı

Semiconductor kazanç büyümesi26.5%
Gelir büyüme oranı21.7%
Gelecekteki özkaynak getirisi28.66%
Analist kapsamı

Good

Son güncelleme05 Aug 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • Aug 07

3711: Future Panel-Level Packaging Ramp Will Likely Leave Shares Overstretched

Analysts have updated their price target for ASE Technology Holding to NT$455.77 from NT$384.47, citing revised assumptions for revenue growth, profit margin and future P/E as key drivers of the new valuation. What's in the News ASE Technology Holding issued consolidated earnings guidance for the third quarter of 2026, indicating that consolidated revenue in NT dollar terms is expected to grow by 21% to 22% quarter over quarter.
Anlatı Güncellemesi • Jul 24

3711: Future Panel-Level Packaging Expansion Will Likely Leave Shares Overstretched

ASE Technology Holding's updated analyst price target has shifted from around NT$169 to roughly NT$384. Analysts point to revised assumptions for revenue growth, profit margins and future P/E as the key drivers behind the new view.
Anlatı Güncellemesi • Jul 10

3711: Panel-Level Packaging Shift Will Support Future AI And HPC Upside

Analysts have revised their fair value estimate for ASE Technology Holding from NT$750.00 to NT$840.00, citing updated assumptions for revenue growth, profit margin and future P/E, which modestly adjust their long term outlook for the stock. What's in the News for ASE Technology Holding Advanced Semiconductor Engineering Inc., part of ASE Technology Holding, announced an automated 310 mm × 310 mm panel-level packaging production line designed to allow a shift from wafer-level to panel-level packaging while keeping design rules consistent across FOCoS and FOCoS-Bridge platforms.
Anlatı Güncellemesi • Jun 26

3711: Panel-Level Packaging Expansion Will Support Future AI And HPC Upside

ASE Technology Holding's analyst fair value estimate has shifted from NT$340.00 to NT$750.00. Analysts cite revised assumptions for revenue growth, profit margins, discount rate and future P/E as key drivers of the updated price target framework.
Anlatı Güncellemesi • Jun 09

3711: Future Returns Will Rely On Panel Packaging While P/E Stays Rich

Analysts have maintained their NT$536.53 price target for ASE Technology Holding, indicating consistent views on fair value, discount rate, revenue growth assumptions, and profit margin expectations. What's in the News Advanced Semiconductor Engineering Inc.
Anlatı Güncellemesi • May 25

3711: Future Returns Will Depend On Richer P/E Despite Margin Assumptions

Analysts have lifted their fair value estimate for ASE Technology Holding from about NT$365.92 to around NT$536.53, reflecting updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. What's in the News ASE Technology Holding reported unaudited consolidated net revenues of TWD 61,577 million for March 2026, compared with TWD 53,748 million for March 2025 (Key Developments).
Anlatı Güncellemesi • Apr 29

3711: Future Returns Will Rely On Elevated P/E Despite Stable Margins

Analysts have raised their fair value estimate for ASE Technology Holding from NT$352.53 to NT$365.92, citing adjustments to discount rate assumptions and a slightly higher future P/E multiple. What's in the News ASE Technology Holding reported unaudited consolidated net revenues of TWD 61,577 million for March 2026.
Anlatı Güncellemesi • Apr 09

3711: Future Returns Will Depend On Sustained High P/E Despite Margin Risks

Analysts have raised their NT$ price target for ASE Technology Holding to reflect updated fair value estimates of around NT$352.53, compared with about NT$346.42 previously. The revision is supported by updated assumptions regarding discount rates, revenue growth, profit margins, and forward P/E levels.
Anlatı Güncellemesi • Mar 26

3711: Future Returns Will Depend On Stable Margins And Sustained Elevated P/E

Analysts have nudged their price target on ASE Technology Holding slightly higher to NT$346.42 from NT$343.64, reflecting small adjustments to fair value assumptions, the discount rate, and the expected future P/E. Valuation Changes Fair Value: NT$343.64 to NT$346.42, a small upward adjustment based on refreshed inputs.
Anlatı Güncellemesi • Mar 11

3711: Future Returns Will Rely On Stable Margins Supporting Elevated P/E

Analysts have modestly adjusted their view on ASE Technology Holding, with the average price target moving from about NT$342 to about NT$344. This reflects updated assumptions around discount rate, fair value and expected future P/E levels.
Anlatı Güncellemesi • Feb 25

3711: Future Returns Will Depend On Sustained Margins Supporting Elevated P/E

Analysts have nudged their price target for ASE Technology Holding higher to NT$341.97, reflecting slightly lower assumed discount rates and steady expectations for revenue growth, profit margins, and future P/E. Valuation Changes Fair Value: NT$341.97 remains unchanged, indicating no adjustment to the central value estimate.
Anlatı Güncellemesi • Feb 11

3711: Fair Pricing Will Rely On Stronger Margins And Higher Future P/E

Analysts have lifted their fair value estimate for ASE Technology Holding from about $270 to roughly $342, citing updated assumptions for slightly faster revenue growth, improved profit margins, a lower discount rate, and a higher future P/E multiple. Valuation Changes Fair Value Estimate increased from NT$269.54 to NT$341.97, a sizable uplift in the implied long-term valuation anchor.
Anlatı Güncellemesi • Jan 27

3711: Modest Multiple Assumptions Will Sustain Overvaluation Despite Steady Margins

Analysts have nudged their price target for ASE Technology Holding higher, with fair value moving from US$266.76 to US$269.54. This reflects updated views on its discount rate, revenue growth, profit margin and expected future P/E.
Anlatı Güncellemesi • Jan 12

3711: Penang Manufacturing Deal Will Support Steady Margins With Measured Outlook

Analysts now see higher upside for ASE Technology Holding, lifting their price target by about US$14 per share, as small adjustments to fair value estimates, discount rates, revenue growth, profit margin and future P/E assumptions feed into a modestly richer outlook for the stock. What's in the News ASE Technology Holding and Analog Devices Inc.
Anlatı Güncellemesi • Dec 19

3711: Penang Facility Partnership Will Support Steady Margins With Balanced Outlook

Analysts have marginally raised their price target on ASE Technology Holding, reflecting an improved fair value estimate of approximately 252 dollars from about 250 dollars. This change is supported by slightly higher projected profit margins and a modestly richer future earnings multiple, despite largely unchanged growth expectations and a slightly higher discount rate.
Anlatı Güncellemesi • Dec 05

3711: Penang Facility Acquisition Will Support Steady Operations With Balanced Outlook

Analysts have modestly raised their price target on ASE Technology Holding to about $249.69, up roughly $3.53. This change reflects slightly lower perceived risk, steady growth expectations, and a marginally higher assumed future earnings multiple.
Anlatı Güncellemesi • Nov 21

3711: Penang Facility Acquisition And Long-Term Supply Deal Will Drive Upside

Analysts have increased their price target for ASE Technology Holding from $239.69 to $246.16. This reflects modestly improved outlooks for fair value and future price-to-earnings ratios in the latest assessment.
Anlatı Güncellemesi • Nov 06

3711: Global Expansion And Facility Acquisition Will Support Balanced Performance Ahead

Analysts have raised their price target for ASE Technology Holding from $176.29 to $239.69. They cite improved outlooks for revenue growth and profit margins as key drivers behind this more optimistic valuation.
Anlatı Güncellemesi • Oct 23

Analysts Lift ASE Technology Price Target Amid Acquisition News and Stronger Growth Forecasts

Narrative Update: ASE Technology Holding Analyst Price Target Revision Analysts have raised their price target for ASE Technology Holding from $172.76 to $176.29. They cite expectations of improved revenue growth and profit margins as reasons for the revision.
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Yeni Anlatı • Nov 07

Expanding Operations And Decisive Partnerships Propel Future Growth In Advanced Packaging

Shifts towards advanced packaging and testing services are expected to boost revenue and improve gross margins due to higher service complexity.

Kazanç ve Gelir Büyüme Tahminleri

TWSE:3711 - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (TWD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20281,232,058160,388-17,533279,65312
12/31/20271,039,061124,259-82,014223,45618
12/31/2026838,20782,778-152,779181,54816
6/30/2026711,21160,783-41,306168,832N/A
3/31/2026670,89747,252-15,836158,663N/A
12/31/2025645,38840,658-23,401142,249N/A
9/30/2025629,73635,257-53,154106,689N/A
6/30/2025621,27234,120-20,347114,126N/A
3/31/2025610,76034,376-11,43794,067N/A
12/31/2024595,41032,4829,70990,788N/A
9/30/2024593,72732,56242,044102,370N/A
6/30/2024587,78931,60646,541101,188N/A
3/31/2024583,82631,56948,472100,358N/A
12/31/2023581,91431,72559,878114,422N/A
9/30/2023598,75138,06454,913117,770N/A
6/30/2023633,20946,75349,649115,508N/A
3/31/2023657,37355,00043,464114,579N/A
12/31/2022670,87362,09037,983111,001N/A
9/30/2022666,39273,51824,24893,743N/A
6/30/2022628,43170,23017,33489,958N/A
3/31/2022594,91864,58018,55493,163N/A
12/31/2021569,99760,1509,76081,734N/A
9/30/2021545,93843,0365,33876,937N/A
6/30/2021518,46935,5729,16875,590N/A
3/31/2021499,09132,17113,53377,364N/A
12/31/2020476,97926,97112,00975,061N/A
9/30/2020444,12423,93214,51878,523N/A
6/30/2020438,48622,95310,47478,116N/A
3/31/2020421,67818,705N/A69,734N/A
12/31/2019413,18216,850N/A72,303N/A
9/30/2019411,18815,913N/A59,570N/A
6/30/2019401,22816,436N/A63,764N/A
3/31/2019394,98825,209N/A58,360N/A
12/31/2018371,09225,262N/A51,075N/A
9/30/2018341,05026,061N/A46,386N/A
6/30/2018307,33126,141N/A38,624N/A
3/31/2018288,85622,525N/A40,074N/A
12/31/2017290,44122,988N/A47,431N/A
9/30/2017283,58423,727N/A48,665N/A
6/30/2017282,48923,547N/A52,055N/A
3/31/2017279,06420,001N/A54,184N/A
12/31/2016274,88421,324N/A52,108N/A
9/30/2016273,30418,566N/A59,957N/A
6/30/2016273,39019,796N/A57,792N/A
3/31/2016281,01119,145N/A55,535N/A
12/31/2015283,30319,732N/A57,548N/A
9/30/2015284,39923,370N/A47,182N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: 3711 'nin tahmini kazanç büyümesi (yıllık 37.5% ) tasarruf oranının ( 1.3% ) üzerindedir.

Kazançlar ve Piyasa: 3711 şirketinin kazançlarının (yıllık 37.5% ) TW pazarından (yıllık 26% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: 3711 şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: 3711 şirketinin gelirinin (yıllık 21.7% ) TW pazarından (yıllık 21.2% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: 3711 şirketinin gelirinin (yıllık 21.7% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: 3711 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 28.7 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/08 20:37
Gün Sonu Hisse Fiyatı2026/08/07 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

ASE Technology Holding Co., Ltd. 37 Bu analistlerden 18, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Stefan ChangAletheia Analyst Network Limited
S. H. LinAletheia Analyst Network Limited
Andrew LuBarclays