Added to YB: 2026-05-05
Pitch date: 2026-05-01
IMOS [bullish]
ChipMOS TECHNOLOGIES INC.
+7.44%
current return
Author Info
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Company Info
ChipMOS TECHNOLOGIES INC. engages in the research and development, manufacture, and sale of integrated circuits, and related assembly and testing services in Taiwan, Japan, the People’s Republic of China, and internationally.
Market Cap
TWD 46.9B
Pitch Price
TWD 71.20
Price Target
N/A
Dividend
1.84%
EV/EBITDA
7.91
P/E
97.10
EV/Sales
2.02
Sector
Semiconductors and Semiconductor Equipment
Category
value
ChipMOS ($IMOS): undervalued v peers
IMOS: OSAT undervalued vs peers despite strong Q4: rev NTD6.5B (+21% YoY), gross margin 14.3% (+190bps QoQ), op margin 9.7%, net profit NTD500M (+42% QoQ). Memory ~50% rev (+55% YoY), auto/industrial 27% (+27% YoY). FY25 rev NTD23.9B (+5.5% YoY), FCF NTD1.6B. Low PEG, ADR/no coverage may explain discount
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