ChipMOS TECHNOLOGIES Gelecekteki Büyüme
Future kriter kontrolleri 3/6
ChipMOS TECHNOLOGIES kazanç ve gelirin sırasıyla yıllık 44.8% ve 11.1% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 44.6% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 13.4% olacağı tahmin edilmektedir.
Anahtar bilgiler
44.8%
Kazanç büyüme oranı
44.64%
EPS büyüme oranı
| Semiconductor kazanç büyümesi | 25.7% |
| Gelir büyüme oranı | 11.1% |
| Gelecekteki özkaynak getirisi | 13.39% |
| Analist kapsamı | Low |
| Son güncelleme | 18 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Anlatı Güncellemesi • May 11
8150: Future Returns Will Depend On Unchanged Fair Value And Elevated Risk Premium
Analysts have kept their fair value estimate for ChipMOS TECHNOLOGIES steady at NT$77.67, noting that small tweaks in assumptions, such as a slightly higher discount rate and a modestly higher future P/E multiple, are the key drivers behind the unchanged price target. What's in the News Board meeting scheduled for May 12, 2026, with the agenda to approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for the first quarter of 2026 (Key Developments).Anlatı Güncellemesi • Apr 27
8150: Future Returns Will Rely On Stable Margins And Consistent Earnings Multiple Potential
Analysts have kept their NT$77.67 price target for ChipMOS TECHNOLOGIES broadly steady, with only slight tweaks to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions shaping this updated view. What's in the News A board meeting is scheduled for Feb 24, 2026, to review and approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for 2025, along with other agenda items (Key Developments).Anlatı Güncellemesi • Apr 09
8150: Future Returns Will Rely On Stable Margins And Earnings Multiple Expansion Potential
Analysts kept their NT$77.67 price target for ChipMOS TECHNOLOGIES unchanged, citing stable assumptions around the discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their current valuation view. What's in the News A board meeting is scheduled for Feb 24, 2026, to consider and approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for 2025, along with other unspecified matters (Key Developments).Anlatı Güncellemesi • Mar 26
8150: Future Returns Will Rely On Stable Margins And P/E Re-Rating Potential
Analysts have maintained their NT$77.67 price target on ChipMOS TECHNOLOGIES, supported by steady assumptions for revenue growth, profit margin, discount rate, and future P/E, which together indicate a consistent view of the company’s valuation inputs. What's in the News Board meeting scheduled for Feb 24, 2026, to review and approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for 2025 (Key Developments).Anlatı Güncellemesi • Mar 10
8150: Future Returns Will Rely On Higher P/E Expectations Overhang
Analysts have raised their price target on ChipMOS TECHNOLOGIES from about NT$49 to roughly NT$78, citing updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E levels. What's in the News Upcoming board meeting on February 24, 2026 to review and approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for 2025 and address other matters, which may include items relevant to shareholders such as dividend decisions or capital plans (Company board filing).Anlatı Güncellemesi • Feb 23
8150: Future Returns Will Rely On Buybacks And Managing Wastewater Compliance Risks
Analysts are maintaining their fair value estimate for ChipMOS TECHNOLOGIES at NT$49.0, with only a slight adjustment to key inputs such as the discount rate and future P/E assumptions to better reflect their current view of the stock's risk and earnings profile. What's in the News Board meeting scheduled for February 24, 2026, with plans to review and approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for 2025 and address other matters on the agenda (company announcement).Anlatı Güncellemesi • Feb 09
8150: Future Returns Will Rely On Buybacks After Wastewater Compliance Setback
Narrative Update Overview Analysts have maintained their fair value estimate for ChipMOS TECHNOLOGIES at $49.0, with only slight model tweaks to the discount rate and future P/E assumptions. This reflects a largely unchanged view of the company’s risk profile and earnings potential.Anlatı Güncellemesi • Jan 25
8150: Future Earnings Will Rely On Buybacks After Environmental Compliance Risk
Analysts kept their fair value estimate for ChipMOS TECHNOLOGIES steady at US$49.00, citing only minor model tweaks to the discount rate, long term revenue growth, profit margin assumptions and future P/E that were not large enough to shift their target price. What's in the News Regulators fined ChipMOS TECHNOLOGIES TWD 2,058,000 after effluent testing at the Zhubei fab on June 19, 2025 found boron levels above the discharge standard, and required 2 hours of environmental education for the company (Regulatory filing).Anlatı Güncellemesi • Jan 10
8150: Future Earnings Will Depend On Buybacks After Environmental Penalty
Analysts kept their fair value estimate for ChipMOS TECHNOLOGIES steady at US$49.00, with updated assumptions around discount rate, revenue growth, profit margin and future P/E helping to support this unchanged target. What's in the News Regulators in HsinChu County fined ChipMOS TECHNOLOGIES TWD 2,058,000 after boron levels in effluent from the Zhubei fab on June 19, 2025 exceeded discharge standards under the Water Pollution Control Act, and the company is also required to attend 2 hours of environmental education (regulatory filing).Anlatı Güncellemesi • Dec 25
8150: Future Earnings Stability Will Rely On Buybacks Amid Environmental Fine
Analysts have modestly reiterated their conviction in ChipMOS TECHNOLOGIES by maintaining the price target at 49.00. This reflects continued confidence in the companys stable fair value, discount rate, revenue growth outlook, profit margin expectations, and attractive future P E multiple.Anlatı Güncellemesi • Dec 10
8150: Share Buyback And Capital Reduction Will Support Earnings Stability
Analysts have modestly revised their price target on ChipMOS TECHNOLOGIES to $49.00, reflecting continued confidence in its stable fair value outlook, supported by steady revenue growth expectations, resilient profit margins, and an undemanding future P/E multiple. What's in the News Board meeting scheduled for November 11, 2025, to approve ChipMOS TECHNOLOGIES' consolidated financial statements for the third quarter of 2025.Anlatı Güncellemesi • Nov 26
8150: Share Repurchase Will Drive Earnings As Margins Remain Strong
Analysts have maintained their price target on ChipMOS TECHNOLOGIES at $49.00. This reflects unchanged expectations as key forecast metrics remain stable.Anlatı Güncellemesi • Nov 12
8150: Share Buyback Completion And Margin Surge Will Drive Earnings Higher
Analysts have significantly raised their price target for ChipMOS TECHNOLOGIES from $36.00 to $49.00. They cite stronger profit margins and a marked acceleration in expected revenue growth as key reasons for the valuation upgrade.Anlatı Güncellemesi • Sep 06
Rising Memory Demand Will Shape Semiconductor Packaging Markets
With both revenue growth and future P/E estimates remaining steady, analysts see limited change in ChipMOS TECHNOLOGIES’ outlook, leaving the consensus price target unchanged at NT$36.00. What's in the News Board of Directors authorized a new share buyback plan.
Yeni Anlatı • Mar 02
Rebounding NAND Flash And DRAM Demand Will Improve Future Market Position
Strategic focus on improving utilization rates and conservative CapEx aligns investments with demand, potentially boosting margins and earnings.Analiz Makalesi • Nov 12
ChipMOS TECHNOLOGIES' (TWSE:8150) Solid Earnings May Rest On Weak Foundations
The stock price didn't jump after ChipMOS TECHNOLOGIES INC. ( TWSE:8150 ) posted decent earnings last week. We did some...Analiz Makalesi • Sep 10
ChipMOS TECHNOLOGIES' (TWSE:8150) Returns On Capital Not Reflecting Well On The Business
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Analiz Makalesi • Aug 15
Earnings Miss: ChipMOS TECHNOLOGIES INC. Missed EPS By 22% And Analysts Are Revising Their Forecasts
Last week saw the newest quarterly earnings release from ChipMOS TECHNOLOGIES INC. ( TWSE:8150 ), an important...Analiz Makalesi • Jul 22
ChipMOS TECHNOLOGIES INC.'s (TWSE:8150) Shares Not Telling The Full Story
With a price-to-earnings (or "P/E") ratio of 13.8x ChipMOS TECHNOLOGIES INC. ( TWSE:8150 ) may be sending bullish...Analiz Makalesi • Jun 13
ChipMOS TECHNOLOGIES' (TWSE:8150) Dividend Is Being Reduced To NT$1.80
ChipMOS TECHNOLOGIES INC. ( TWSE:8150 ) has announced that on 19th of July, it will be paying a dividend ofNT$1.80...Analiz Makalesi • Apr 19
Capital Allocation Trends At ChipMOS TECHNOLOGIES (TWSE:8150) Aren't Ideal
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 34,457 | 4,398 | N/A | N/A | 1 |
| 12/31/2027 | 33,319 | 4,263 | N/A | N/A | 2 |
| 12/31/2026 | 30,687 | 3,014 | -600 | 5,900 | 2 |
| 3/31/2026 | 25,336 | 824 | -252 | 3,275 | N/A |
| 12/31/2025 | 23,933 | 495 | 145 | 3,996 | N/A |
| 9/30/2025 | 22,811 | 228 | -85 | 4,198 | N/A |
| 6/30/2025 | 22,736 | 175 | -727 | 4,553 | N/A |
| 3/31/2025 | 22,810 | 1,159 | -192 | 5,355 | N/A |
| 12/31/2024 | 22,696 | 1,420 | 859 | 5,941 | N/A |
| 9/30/2024 | 23,022 | 1,670 | 1,609 | 6,064 | N/A |
| 6/30/2024 | 22,535 | 1,951 | 2,165 | 5,645 | N/A |
| 3/31/2024 | 22,170 | 2,129 | 3,266 | 6,470 | N/A |
| 12/31/2023 | 21,356 | 1,893 | 3,534 | 6,607 | N/A |
| 9/30/2023 | 20,317 | 1,566 | 2,441 | 5,788 | N/A |
| 6/30/2023 | 19,989 | 1,658 | 3,387 | 6,449 | N/A |
| 3/31/2023 | 21,397 | 2,350 | 3,302 | 7,148 | N/A |
| 12/31/2022 | 23,517 | 3,372 | 3,917 | 8,616 | N/A |
| 9/30/2022 | 25,622 | 4,513 | 3,837 | 9,197 | N/A |
| 6/30/2022 | 27,529 | 5,240 | 3,015 | 9,055 | N/A |
| 3/31/2022 | 27,660 | 5,203 | 2,181 | 8,538 | N/A |
| 12/31/2021 | 27,400 | 4,937 | 1,438 | 7,320 | N/A |
| 9/30/2021 | 26,919 | 4,328 | 1,983 | 7,231 | N/A |
| 6/30/2021 | 25,444 | 3,353 | 2,072 | 6,881 | N/A |
| 3/31/2021 | 23,890 | 2,614 | 3,324 | 7,230 | N/A |
| 12/31/2020 | 23,011 | 2,379 | 1,979 | 5,940 | N/A |
| 9/30/2020 | 22,273 | 2,211 | 1,542 | 6,200 | N/A |
| 6/30/2020 | 21,985 | 2,374 | 1,098 | 6,330 | N/A |
| 3/31/2020 | 21,463 | 3,103 | -499 | 5,021 | N/A |
| 12/31/2019 | 20,338 | 2,584 | N/A | 5,993 | N/A |
| 9/30/2019 | 19,739 | 2,794 | N/A | 5,259 | N/A |
| 6/30/2019 | 19,345 | 2,647 | N/A | 5,086 | N/A |
| 3/31/2019 | 18,931 | 1,497 | N/A | 5,074 | N/A |
| 12/31/2018 | 18,480 | 1,326 | N/A | 4,129 | N/A |
| 9/30/2018 | 17,916 | 519 | N/A | 3,384 | N/A |
| 6/30/2018 | 17,342 | 307 | N/A | 2,567 | N/A |
| 3/31/2018 | 17,392 | 504 | N/A | 3,056 | N/A |
| 12/31/2017 | 17,941 | 982 | N/A | 4,157 | N/A |
| 9/30/2017 | 18,200 | 1,859 | N/A | 4,750 | N/A |
| 6/30/2017 | 18,538 | 1,975 | N/A | 4,876 | N/A |
| 3/31/2017 | 18,500 | 1,996 | N/A | 4,293 | N/A |
| 12/31/2016 | 18,388 | 1,829 | N/A | 3,688 | N/A |
| 9/30/2016 | 17,443 | 1,391 | N/A | 3,749 | N/A |
| 6/30/2016 | 17,501 | 1,632 | N/A | 4,323 | N/A |
| 3/31/2016 | 18,066 | 1,792 | N/A | 4,545 | N/A |
| 12/31/2015 | 18,837 | 2,165 | N/A | 5,396 | N/A |
| 9/30/2015 | 20,911 | 2,702 | N/A | 6,034 | N/A |
| 6/30/2015 | 21,890 | 3,184 | N/A | 6,268 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: 8150 'nin tahmini kazanç büyümesi (yıllık 44.8% ) tasarruf oranının ( 1.3% ) üzerindedir.
Kazançlar ve Piyasa: 8150 şirketinin kazançlarının (yıllık 44.8% ) TW pazarından (yıllık 26.1% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: 8150 şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: 8150 şirketinin gelirinin (yıllık 11.1% ) TW pazarından (yıllık 18.6% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: 8150 şirketinin gelirinin (yıllık 11.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: 8150 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 13.4 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/21 12:48 |
| Gün Sonu Hisse Fiyatı | 2026/05/21 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* 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 kullanacağınızı anlatan 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
ChipMOS TECHNOLOGIES INC. 11 Bu analistlerden 2, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| null null | Capital Securities Corporation |
| Richard Shannon | Craig-Hallum Capital Group LLC |
| Zhixuan Hsu | KGI Securities Co. Ltd. |