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ASE Technology Holding (3711 TT)
11 atoms · 跨 1 天 · 首见 2026-04-30 · 最近 2026-04-30
三色: 🟦 fact 8 · 🟥 take 3 · stance ▲4/▼0/◆0
来源: X 11
时态: fresh:11
标签: 好数字:11 · 好信源:8 · 好思考:2 · 好观点:1
预测 (forecast) (3)
- 2026-04-30 · 2026E/2027E LEAP revenue forecasts raised
raise our 2026E/2027E LEAP revenue forecasts from US$3.4bn/US$5.5bn to US$3.5bn/US$5.8bn
tags: 好数字·好思考 · → daily
value: qty=US$3.5bn (2026E) / US$5.8bn (2027E) · date=2026/2027
- 2026-04-30 · 2026/2027 EPS forecasts raised
raise our 2026/2027 EPS forecasts by 9%/9%
tags: 好数字·好思考 · → daily
value: qty=9%/9% · date=2026/2027
- 2026-04-30 · target price raised
We raise our target price from NT$506 to NT$553, still based on 25x 2027E P/E
tags: 好数字·好观点 · → daily
value: qty=NT$553 · date=2027
事实 (fact) (8)
- 2026-04-30 ⭐ · 1Q26 revenue
1Q26 revenue was NT$173.7bn, down 2% QoQ and up 17% YoY
tags: 好数字·好信源 · → daily
value: qty=NT$173.7bn · date=1Q26
- 2026-04-30 ⭐ · 1Q26 gross margin
Gross margin improved by 0.5 percentage points QoQ to 20.1%
tags: 好数字·好信源 · → daily
value: qty=20.1% · direction=up · date=1Q26
- 2026-04-30 ⭐ · 1Q26 EPS
EPS was NT$3.24, down 4% QoQ and up 86% YoY
tags: 好数字·好信源 · → daily
value: qty=NT$3.24 · direction=up · date=1Q26
- 2026-04-30 ⭐ · 2Q26 revenue guidance
For 2Q26, management guided for revenue growth of 7–9% QoQ
tags: 好数字·好信源 · → daily
value: qty=7–9% QoQ · date=2Q26
- 2026-04-30 ⭐ · 2Q26 gross margin guidance
For 2Q26, management guided for gross margin improvement of 20–100 bps
tags: 好数字·好信源 · → daily
value: qty=20–100 bps improvement · date=2Q26
- 2026-04-30 ⭐ · 2026 LEAP revenue guidance raise
the company raised its LEAP business revenue guidance by US$3.0bn to US$3.5bn
tags: 好数字·好信源 · → daily
value: qty=US$3.0bn to US$3.5bn · date=2026
- 2026-04-30 ⭐ · capex addition for LEAP
added US$900mn of capex to support LEAP expansion
tags: 好数字·好信源 · → daily
value: qty=US$900mn · date=2026
- 2026-04-30 ⭐ · LEAP business 2027 YoY growth forecast
LEAP business expected to grow more than 60% YoY in 2027: Management said on the earnings call that, under the base-case scenario, the LEAP business will generate US$1.9–2.0bn of incremental revenue in 2027, implying 54–57% YoY growth
tags: 好数字·好信源 · → daily
value: qty=54–57% YoY · date=2027
时间轴 (近 20)
- 2026-04-30 ·
fact · 1Q26 revenue · → daily
- 2026-04-30 ·
fact · 1Q26 gross margin · → daily
- 2026-04-30 ·
fact · 1Q26 EPS · → daily
- 2026-04-30 ·
fact · 2Q26 revenue guidance · → daily
- 2026-04-30 ·
fact · 2Q26 gross margin guidance · → daily
- 2026-04-30 ·
fact · 2026 LEAP revenue guidance raise · → daily
- 2026-04-30 ·
fact · capex addition for LEAP · → daily
- 2026-04-30 ·
fact · LEAP business 2027 YoY growth forecast · → daily
- 2026-04-30 ·
forecast · 2026E/2027E LEAP revenue forecasts raised · → daily
- 2026-04-30 ·
forecast · target price raised · → daily
- 2026-04-30 ·
forecast · 2026/2027 EPS forecasts raised · → daily
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