Added to YB: 2026-04-03
Pitch date: 2026-03-31
4958.TW [neutral]
Zhen Ding Technology Holding Limited
-2.51%
current return
Author Info
No bio for this author
Company Info
Zhen Ding Technology Holding Limited, together with its subsidiaries, engages in the design, development, manufacture, and sale of printed circuit boards (PCB) products in the United States, Mainland China, Taiwan, Singapore, and internationally.
Market Cap
TWD 221.0B
Pitch Price
TWD 219.00
Price Target
N/A
Dividend
1.67%
EV/EBITDA
7.79
P/E
30.50
EV/Sales
1.37
Sector
Electronic Equipment, Instruments and Components
Category
growth
Zhen Ding's 4Q25 Earnings: From Mobile Supplier to Interconnect Utility
4958.TW (earnings): Q4 gross margin 22.6% (+220bp YoY) despite rev decline, FY25 rev NT$182.5B record but parent net income -26%, EPS NT$6.91. AI apps ~70% rev, IC substrate +31.3%. Mobile still 61.3% mix; server/optical/substrate 11.6% (vs 9.9% FY24). NT$50B capex into 10 facilities, D&A rising to NT$24B. Key: 3Q26 gross margin >24% confirms depreciation absorbed; mix crossing 25% triggers re-rating from mobile-PCB to interconnect utility. Bear: capex mistimed, T-glass supply constrained, FCF negative persists.
Read full article (8 min)