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GlobalWafers Co Ltd 6488

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Company Report

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Taiwan Earthquake Poses Limited Short-Term Downside to Our Taiwan Tech Coverage

Phelix Lee

We retain our fair value estimates on Taiwanese technology companies in our coverage following a powerful earthquake and multiple strong aftershocks near the eastern city of Hualien on April 3, namely: Advantech at TWD 337; Delta Electronics at TWD 331; GlobalWafers at TWD 710; Largan at TWD 3,000; MediaTek at TWD 1,400; Sino-American Silicon at TWD 281; Taiwan Semiconductor Manufacturing Co at TWD 950 (USD 151 per ADR); United Microelectronics Corp at TWD 70; and Win Semiconductors at TWD 245 per share.

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Price vs Fair Value

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6488 is trading at a 26% discount.
Price
TWD 525.00
Fair Value
TWD 959.00
Uncertainty
High
1-Star Price
TWD 4,849.80
5-Star Price
TWD 859.00
Economic Moat
Dxrxs
Capital Allocation
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Bulls Say, Bears Say

Bulls

GlobalWafers’ diversified geographical presence gives it an edge in transportation costs.

Bears

Chinese entrants like National Silicon Industry Group will limit industry profitability once they scale up 300mm wafer production.

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Trading Information

Previous Close Price
—
Day Range
—–—
52-Week Range
—–—
Bid/Ask
— / —
Market Cap
—
Volume/Avg
— / —

Key Statistics

Price/Earnings (Normalized)
14.18
Price/Sales
3.49
Dividend Yield (Trailing)
3.42%
Dividend Yield (Forward)
3.42%
Total Yield
3.42%

Company Profile

GlobalWafers is 51.14%-owned by Sino-American Silicon Products Inc, after being spun off in 2011. The main source of the company’s revenue is selling silicon wafers to chipmakers like Taiwan Semiconductor and Texas Instruments. It also derives sales from nonsilicon wafers and green energy. GlobalWafers runs 17 production sites in nine countries across Asia, North America, and Europe. GlobalWafers is headquartered in Hsinchu, Taiwan, and employs over 7,000 people. GlobalWafers had nearly 18% market share in silicon wafers in 2023.
Sector
Technology
Industry
Semiconductors
Stock Style Box
Large Core
Total Number of Employees
657
Website
https://www.sas-globalwafers.com

Competitors

Valuation

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Metric
6488
688126
SOI
Price/Earnings (Normalized)
 14.18470.0614.78
Price/Book Value
 3.592.362.35
Price/Sales
 3.4911.183.40
Price/Cash Flow
 10.5651.2011.21
Price/Earnings
6488
688126
SOI

Financial Strength

Metric
6488
688126
SOI
Quick Ratio
 1.062.642.72
Current Ratio
 1.213.403.51
Interest Coverage
 36.58−2.7714.58
Quick Ratio
6488
688126
SOI

Profitability

Metric
6488
688126
SOI
Return on Assets (Normalized)
 9.87%−0.42%9.76%
Return on Equity (Normalized)
 28.87%−0.78%17.64%
Return on Invested Capital (Normalized)
 14.32%−0.65%12.11%
Return on Assets
6488
688126
SOI
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Semiconductors Industry Comparables

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TXN
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MU
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ADI
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