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2329.TW

HOLDFLAG

Orient Semiconductor Electronics, Limited · Technology · Taiwan · $1.3B · Avg Vol: $29M/d

58
StockRank
Q
51
V
51
M
45
P/E (TTM)
28.9x
ROE
12.9%
D/E
0.3x
Dividend %
1.9%
AI CONVICTION THESIS

Orient Semiconductor Electronics provides IC packaging and testing. It stands to benefit from the broader advanced packaging capacity crunch, but lacks the high-end CoWoS technology and deep competitive moat of tier-1 players like TSMC or ASE.

COMPANY DESCRIPTION

Orient Semiconductor Electronics, Limited (OSE) provides integrated semiconductor packaging and testing services (OSAT) alongside electronics manufacturing services (EMS). The company is highly regarded for its specialized expertise in NAND Flash memory packaging, serving major global memory chipmakers. Its dual-track business model allows it to offer turnkey solutions from IC packaging to complete system assembly, particularly for industrial computing and communications markets.

FINANCIAL SUMMARY

Year2022202320242025CAGR
Revenue495M532M519M627M8.2%
EPS0.060.080.050.086.6%
Shares555M555M555M560M+0.8%
Debt42M44M47M76M22.3%
Equity311M359M369M355M4.6%
Op CF88M84M104M53M-15.4%
Inv CF-27M-34M-63M-83M
Fin CF-21M-51M-25M-25M
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PRICE (1M)-10.3%
1.631.721.811.901.99May 5May 26Jun 15
SMA 50SMA 200
Close
$1.77
RSI (14)
46.5
52W High
$2.22
From 52W High
0.8%

SCORE BREAKDOWN

Quality
51
ROIC
13.1%72.4
ROE
12.9%68.7
GP/Assets
14.8%36.9
Op. Margin
5.6%46.5
FCF/Assets
-5.0%22.3
Piotroski
79.6
Int. Cover
50.0x87.6
D/E Ratio
0.27x45.7
Current Ratio
1.36x24.8
Value
51
P/E (TTM)
28.9x56.6
EV/EBITDA
13.7x52.6
P/FCF
N/A
P/B
3.2x49.4
P/S
1.8x65.9
Div Yield
1.9%64.9
Momentum
45
52W High %
80%59.6
RS 6M
-42%25.3
SMA 50/200
1.09x56.4
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
34.0
Q Growth
25%54.3

FUNDAMENTALS

Market Cap
$1.3B
P/E (Forward)
19.6x
Gross Margin
14.9%

SECTOR PEERS

Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 2329.TW are excluded.

TickerCompanyMkt CapStockRankSignal
2329.TWOrient Semiconductor Electronics, Limited(you)$1.3B58HOLD
3680.TWOGudeng Precision Industrial Co., Ltd.$1.7B58HOLD
8112.TWSupreme Electronics Co., Ltd.$1.5B67BUY
6719.TWuPI Semiconductor Corp.$830M63HOLD
4919.TWNuvoton Technology Corporation$2.6B57HOLD
IMOSChipMOS TECHNOLOGIES INC.$2.3B54HOLD
6548.TWOChang Wah Technology Co., Ltd.$2.0B66BUY
2401.TWSunplus Technology Company Limited$562M57HOLD
4979.TWOLuxNet Corporation$2.8B59HOLD
2388.TWVIA Technologies, Inc.$1.4B42HOLD

Peer medians: ROE 7.4% · P/E 34.5x · Gross margin 24.0%

Orient Semiconductor Electronics, Limited (2329.TW) — Stock Score Summary

Orient Semiconductor Electronics, Limited (2329.TW) has a MoatMap StockRank of 58/100 based on Quality (51/100), Value (51/100), and Momentum (45/100) factor scores. The current signal is HOLD. Orient Semiconductor Electronics provides IC packaging and testing. It stands to benefit from the broader advanced packaging capacity crunch, but lacks the high-end CoWoS technology and deep competitive moat of tier-1 players like TSMC or ASE.

Orient Semiconductor Electronics, Limited (OSE) provides integrated semiconductor packaging and testing services (OSAT) alongside electronics manufacturing services (EMS). The company is highly regarded for its specialized expertise in NAND Flash memory packaging, serving major global memory chipmakers. Its dual-track business model allows it to offer turnkey solutions from IC packaging to complete system assembly, particularly for industrial computing and communications markets.

Key Financial Metrics

Price$1.77
Market Cap$1.3B
P/E (TTM)28.86
P/E (Forward)19.61
Price/Book3.21
Return on Equity12.9%
Return on Invested Capital13.1%
Debt/Equity27.16
Gross Margin14.9%
Operating Margin5.6%
Revenue Growth19.2%
Dividend Yield1.9%
Free Cash Flow$-1M

Orient Semiconductor Electronics, Limited operates in the Semiconductors industry, part of the Technology sector (Taiwan).

Frequently Asked Questions

What is Orient Semiconductor Electronics, Limited’s (2329.TW) StockRank?
MoatMap’s StockRank for Orient Semiconductor Electronics, Limited (2329.TW) is 58/100, with a Hold signal. It is a composite of Quality (51), Value (51), and Momentum (45) factor ranks across MoatMap’s 19,000+ stock universe.
Does Orient Semiconductor Electronics, Limited have an economic moat?
Orient Semiconductor Electronics, Limited (2329.TW) has a Quality factor score of 51/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Orient Semiconductor Electronics, Limited a buy, hold, or sell?
MoatMap’s current signal for Orient Semiconductor Electronics, Limited (2329.TW) is Hold, based on a StockRank of 58/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Orient Semiconductor Electronics, Limited in?
Orient Semiconductor Electronics, Limited (2329.TW) operates in the Technology sector, specifically the Semiconductors industry (Taiwan).