This is research, not a buy or sell recommendation. Robo-advice in Taiwan requires an FSC licence; FEAF analyses, explains and monitors, and the investor makes the decision. Judgement thresholds are working rules pending review by the team's finance members.
Plain-language summary of valuation, growth, profitability, balance sheet, and recent MOPS filings.
Mixed picture: 3 strengths against 3 watch-outs. Weigh them against your own goals.
Points to watch for a moderate profile: see the items marked above.
In plain words
Stock 2383 exhibits strong profitability and growth, with revenue expanding 46.4% in 2025 and 142.1% year on year in Q3 2026, alongside a return on equity of 45.5%, a 20.1% net margin, and positive 2025 free cash flow of 2,478 NT$ million. However, the stock is priced richer than peers with a P/E of 45.15 compared to the Electronic components median of 24.93, and its price already implies a 10.3% perpetual growth rate above the 3.5% ceiling. Additionally, liabilities account for 62.1% of total assets in Q3 2026, while 3 filings are held or rejected awaiting human review. Overall, the document presents a mixed picture of 3 strengths against 3 watch-outs to weigh. Ultimately, the final decision rests entirely in the hands of the investor.
Written by gemini-3.6-flash from the facts above; every number was checked against them.
Strengths
+Revenue grew 46.4% in 2025; latest quarter Q3 2026: 142.1% year on year. source (Financials) →
+Return on equity 45.5% with a 20.1% net margin: highly profitable. source (Key Stats) →