Valuation Update With 7 Day Price Move • Jun 26
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to NT$26.40, the stock trades at a trailing P/E ratio of 48.8x. Average trailing P/E is 41x in the Electronic industry in Taiwan. Total returns to shareholders of 19% over the past three years. New Risk • Jun 10
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 12% 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Market cap is less than US$100m (NT$779.3m market cap, or US$24.6m). Valuation Update With 7 Day Price Move • Jun 06
Investor sentiment deteriorates as stock falls 28% After last week's 28% share price decline to NT$33.35, the stock trades at a trailing P/E ratio of 61.7x. Average trailing P/E is 41x in the Electronic industry in Taiwan. Total returns to shareholders of 57% over the past three years. Valuation Update With 7 Day Price Move • May 22
Investor sentiment improves as stock rises 28% After last week's 28% share price gain to NT$42.00, the stock trades at a trailing P/E ratio of 77.7x. Average trailing P/E is 36x in the Electronic industry in Taiwan. Total returns to shareholders of 94% over the past three years. Reported Earnings • May 16
First quarter 2026 earnings released: EPS: NT$0.19 (vs NT$0.33 loss in 1Q 2025) First quarter 2026 results: EPS: NT$0.19 (up from NT$0.33 loss in 1Q 2025). Revenue: NT$314.9m (up 14% from 1Q 2025). Net income: NT$4.78m (up NT$13.0m from 1Q 2025). Profit margin: 1.5% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. New Risk • May 05
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 9.2% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.2% average weekly change). Market cap is less than US$100m (NT$612.8m market cap, or US$19.4m). Reported Earnings • Apr 02
Full year 2025 earnings released: EPS: NT$0.02 (vs NT$0.74 loss in FY 2024) Full year 2025 results: EPS: NT$0.02 (up from NT$0.74 loss in FY 2024). Revenue: NT$1.16b (down 6.4% from FY 2024). Net income: NT$622.0k (up NT$19.3m from FY 2024). Profit margin: 0.1% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance. Duyuru • Mar 11
Daito Me Holdings Co., Ltd, Annual General Meeting, Jun 12, 2026 Daito Me Holdings Co., Ltd, Annual General Meeting, Jun 12, 2026. Location: no,208, sec.2 pin hai rd., dayuan dist., taoyuan city Taiwan Buy Or Sell Opportunity • Jan 08
Now 25% overvalued Over the last 90 days, the stock has fallen 8.3% to NT$23.85. The fair value is estimated to be NT$19.07, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.1% over the last 3 years. Meanwhile, the company became loss making. Buy Or Sell Opportunity • Dec 09
Now 21% overvalued The stock has been flat over the last 90 days, currently trading at NT$23.50. The fair value is estimated to be NT$19.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.1% over the last 3 years. Meanwhile, the company became loss making. Reported Earnings • Nov 15
Third quarter 2025 earnings released: EPS: NT$0.05 (vs NT$0.18 loss in 3Q 2024) Third quarter 2025 results: EPS: NT$0.05 (up from NT$0.18 loss in 3Q 2024). Revenue: NT$288.9m (down 6.5% from 3Q 2024). Net income: NT$1.34m (up NT$5.88m from 3Q 2024). Profit margin: 0.5% (up from net loss in 3Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 31
Second quarter 2025 earnings released: EPS: NT$0.29 (vs NT$0.31 loss in 2Q 2024) Second quarter 2025 results: EPS: NT$0.29 (up from NT$0.31 loss in 2Q 2024). Revenue: NT$313.9m (up 12% from 2Q 2024). Net income: NT$7.32m (up NT$15.2m from 2Q 2024). Profit margin: 2.3% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 130 percentage points per year, which is a significant difference in performance. New Risk • Aug 21
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 48% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Market cap is less than US$100m (NT$655.7m market cap, or US$21.5m). Reported Earnings • May 16
First quarter 2025 earnings released: NT$0.33 loss per share (vs NT$0.031 profit in 1Q 2024) First quarter 2025 results: NT$0.33 loss per share (down from NT$0.031 profit in 1Q 2024). Revenue: NT$276.3m (down 22% from 1Q 2024). Net loss: NT$8.23m (down NT$9.01m from profit in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 125 percentage points per year, which is a significant difference in performance. Duyuru • May 03
Daito Me Holdings Co., Ltd to Report Q1, 2025 Results on May 12, 2025 Daito Me Holdings Co., Ltd announced that they will report Q1, 2025 results on May 12, 2025 Reported Earnings • Apr 06
Full year 2024 earnings released: NT$0.74 loss per share (vs NT$0.063 loss in FY 2023) Full year 2024 results: NT$0.74 loss per share (further deteriorated from NT$0.063 loss in FY 2023). Revenue: NT$1.24b (down 16% from FY 2023). Net loss: NT$18.6m (loss widened NT$17.0m from FY 2023). 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. Duyuru • Mar 15
Daito Me Holdings Co., Ltd Announces Change to the Principal Accounting Officer and Spokesperson Daito Me Holdings Co. Ltd. announced Change to the principal accounting officer and spokesperson of the company. Date of occurrence of the change: March 13, 2025. Name, title, and resume of the previous position holder:
Michiya Takeda, Director and principal financial officer. Name, title, and resume of the new position holder: Fumiteru Osaki,Special Assistant to the General Manager. Duyuru • Mar 14
Daito Me Holdings Co., Ltd, Annual General Meeting, Jun 18, 2025 Daito Me Holdings Co., Ltd, Annual General Meeting, Jun 18, 2025. Location: no,208, sec.2 pin hai rd., dayuan dist., taoyuan city Taiwan Reported Earnings • Nov 18
Third quarter 2024 earnings released: NT$0.18 loss per share (vs NT$0.15 loss in 3Q 2023) Third quarter 2024 results: NT$0.18 loss per share (further deteriorated from NT$0.15 loss in 3Q 2023). Revenue: NT$308.9m (down 16% from 3Q 2023). Net loss: NT$4.54m (loss widened 21% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 121 percentage points per year, which is a significant difference in performance. Reported Earnings • Sep 03
Second quarter 2024 earnings released: NT$0.31 loss per share (vs NT$0.084 profit in 2Q 2023) Second quarter 2024 results: NT$0.31 loss per share (down from NT$0.084 profit in 2Q 2023). Revenue: NT$281.4m (down 27% from 2Q 2023). Net loss: NT$7.88m (down 471% from profit in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance. Buy Or Sell Opportunity • Sep 02
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 15% to NT$37.50. The fair value is estimated to be NT$46.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Meanwhile, the company became loss making. Buy Or Sell Opportunity • Aug 05
Now 23% undervalued Over the last 90 days, the stock has risen 43% to NT$36.10. The fair value is estimated to be NT$46.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Meanwhile, the company became loss making. Duyuru • Aug 02
Daito Me Holdings Co., Ltd to Report Q2, 2024 Results on Aug 08, 2024 Daito Me Holdings Co., Ltd announced that they will report Q2, 2024 results on Aug 08, 2024 Buy Or Sell Opportunity • Jul 11
Now 20% undervalued Over the last 90 days, the stock has risen 47% to NT$31.15. The fair value is estimated to be NT$39.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Meanwhile, the company became loss making. Duyuru • Jun 21
Daito Me Holdings Co., Ltd Announces Changes to Audit Committee Daito Me Holdings Co. Ltd. announced changes to Audit Committee. Name of the previous position holder: Hsin Yuan Yeh, Teruaki Miyashita, Ichiro Kato. Resume of the previous position holder: Teruaki Miyashita Independent director of Daito Me Holdings Co. Ltd. Ichiro Kato Independent director of Daito Me Holdings Co. Ltd. Name of the new position holder: Hsin Yuan Yeh, Chen Te Chuan, Huang Tsui Ling. Resume of the new position holder: Hsin Yuan Yeh Independent director of Daito Me Holdings Co. Ltd. Chen Te Chuan Tai Energy Co. Ltd. Huang Tsui Ling Cathay securitles Corporation. Reason for the change: Term expired. Effective date of the new appointment: June 19, 2024. Original term is from August 27, 2021 to August 26, 2024. Reported Earnings • May 18
First quarter 2024 earnings released: EPS: NT$0.03 (vs NT$0.13 in 1Q 2023) First quarter 2024 results: EPS: NT$0.03 (down from NT$0.13 in 1Q 2023). Revenue: NT$355.3m (down 9.8% from 1Q 2023). Net income: NT$779.0k (down 77% from 1Q 2023). Profit margin: 0.2% (down from 0.8% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Reported Earnings • Apr 03
Full year 2023 earnings released: NT$0.06 loss per share (vs NT$0.42 profit in FY 2022) Full year 2023 results: NT$0.06 loss per share (down from NT$0.42 profit in FY 2022). Revenue: NT$1.47b (up 1.3% from FY 2022). Net loss: NT$1.59m (down 115% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Duyuru • Mar 26
Daito Me Holdings Co., Ltd, Annual General Meeting, Jun 19, 2024 Daito Me Holdings Co., Ltd, Annual General Meeting, Jun 19, 2024. New Risk • Dec 01
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 48% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Market cap is less than US$100m (NT$527.1m market cap, or US$16.8m). Upcoming Dividend • Nov 20
Upcoming dividend of NT$0.12 per share at 0.6% yield Eligible shareholders must have bought the stock before 27 November 2023. Payment date: 25 December 2023. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (4.2%). Reported Earnings • Nov 15
Third quarter 2023 earnings released: NT$0.15 loss per share (vs NT$0.003 profit in 3Q 2022) Third quarter 2023 results: NT$0.15 loss per share (down from NT$0.003 profit in 3Q 2022). Revenue: NT$369.5m (up 4.8% from 3Q 2022). Net loss: NT$3.76m (down NT$3.83m from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Duyuru • Nov 09
Daito Me Holdings Co., Ltd Declares Cash Dividend, Payable on December 25, 2023 Daito Me Holdings Co. Ltd. declares cash dividend of TWD 0.11676939 per share, payable on December 25, 2023. Ex-dividend date is Nov. 27, 2023 and record date is December 03, 2023. Reported Earnings • Aug 31
Second quarter 2023 earnings released: EPS: NT$0.09 (vs NT$0.14 in 2Q 2022) Second quarter 2023 results: EPS: NT$0.09 (down from NT$0.14 in 2Q 2022). Revenue: NT$383.1m (up 21% from 2Q 2022). Net income: NT$2.12m (down 38% from 2Q 2022). Profit margin: 0.6% (down from 1.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 19
Third quarter 2022 earnings released: EPS: NT$0.003 (vs NT$0.39 in 3Q 2021) Third quarter 2022 results: EPS: NT$0.003 (down from NT$0.39 in 3Q 2021). Revenue: NT$352.6m (flat on 3Q 2021). Net income: NT$73.0k (down 99% from 3Q 2021). Profit margin: 0% (down from 2.8% in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings. Board Change • Nov 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Director Ichiro Kato was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Oct 12
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Director Ichiro Kato was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Sep 01
Second quarter 2022 earnings released: EPS: NT$0.14 (vs NT$0.18 in 2Q 2021) Second quarter 2022 results: EPS: NT$0.14 (down from NT$0.18 in 2Q 2021). Revenue: NT$317.2m (up 2.2% from 2Q 2021). Net income: NT$3.42m (down 24% from 2Q 2021). Profit margin: 1.1% (down from 1.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings. Board Change • Aug 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Director Ichiro Kato was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Jul 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Director Ichiro Kato was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Jun 15
Investor sentiment deteriorated over the past week After last week's 19% share price decline to NT$22.90, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 14x in the Electronic industry in Taiwan. Total loss to shareholders of 29% over the past three years. Reported Earnings • May 16
First quarter 2022 earnings released: EPS: NT$0.49 (vs NT$0.069 in 1Q 2021) First quarter 2022 results: EPS: NT$0.49 (up from NT$0.069 in 1Q 2021). Revenue: NT$418.5m (up 32% from 1Q 2021). Net income: NT$12.4m (up NT$10.7m from 1Q 2021). Profit margin: 3.0% (up from 0.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance. Reported Earnings • Apr 01
Full year 2021 earnings released: EPS: NT$1.00 (vs NT$0.059 loss in FY 2020) Full year 2021 results: EPS: NT$1.00 (up from NT$0.059 loss in FY 2020). Revenue: NT$1.36b (down 2.0% from FY 2020). Net income: NT$25.1m (up NT$26.6m from FY 2020). Profit margin: 1.8% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. 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. Valuation Update With 7 Day Price Move • Dec 08
Investor sentiment improved over the past week After last week's 15% share price gain to NT$22.20, the stock trades at a trailing P/E ratio of 46.2x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total loss to shareholders of 6.2% over the past three years. Reported Earnings • Nov 17
Third quarter 2021 earnings released: EPS NT$0.39 (vs NT$0.12 loss in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$350.4m (up 21% from 3Q 2020). Net income: NT$9.86m (up NT$12.8m from 3Q 2020). Profit margin: 2.8% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance. Reported Earnings • Sep 01
Second quarter 2021 earnings released: EPS NT$0.18 (vs NT$0.075 in 2Q 2020) The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: NT$310.4m (down 13% from 2Q 2020). Net income: NT$4.49m (up 136% from 2Q 2020). Profit margin: 1.4% (up from 0.5% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance. Executive Departure • Aug 07
Accounting Manager Kenji Okumura has left the company On the 6th of August, Kenji Okumura's tenure as Accounting Manager ended after 7.5 years in the role. We don't have any record of a personal shareholding under Kenji's name. A total of 2 executives have left over the last 12 months. Reported Earnings • May 16
First quarter 2021 earnings released: EPS NT$0.07 (vs NT$0.14 in 1Q 2020) The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$317.2m (down 30% from 1Q 2020). Net income: NT$1.75m (down 51% from 1Q 2020). Profit margin: 0.6% (down from 0.8% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings. Reported Earnings • Mar 31
Full year 2020 earnings released: NT$0.06 loss per share (vs NT$2.56 profit in FY 2019) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: NT$1.39b (down 48% from FY 2019). Net loss: NT$1.49m (down 102% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Jan 20
New 90-day low: NT$18.45 The company is down 8.0% from its price of NT$19.95 on 23 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 25% over the same period. Is New 90 Day High Low • Dec 24
New 90-day high: NT$21.60 The company is up 14% from its price of NT$18.90 on 25 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 16% over the same period. Reported Earnings • Nov 15
Third quarter 2020 earnings released: NT$0.12 loss per share The company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: NT$289.1m (down 46% from 3Q 2019). Net loss: NT$2.95m (down 137% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 26% 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 • Sep 24
New 90-day low: NT$18.95 The company is down 9.0% from its price of NT$20.75 on 24 June 2020. The Taiwanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period.