ABF substrate suppliers see clear order visibility through 2023

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Jay Liu, Taipei; Willis Ke, DIGITIMES

Friday 28 May 2021

Latest stock

Kinsus [3189] historical stock price (NT$)
Date	Volume (k)	Transactions	Value	Open	High	Low	Close	Change		Ask	Bid
25-May	20,868	14,199	3,349,739,452	160.50	166.00	156.00	164.50	+4.00	+2.49%	164.50	165.00
23-May	7,401	5,025	1,276,632,532	171.50	174.50	170.50	171.50	+2.50	+1.48%	171.50	172.00
20-May	7,098	13,565	1,215,879,782	173.50	174.50	169.00	169.00	-4.50	-2.59%	169.00	169.50
19-May	6,333	5,092	1,084,501,877	170.00	174.00	168.50	173.50	-1.50	-0.86%	173.50	174.00
18-May	12,298	9,675	2,165,561,828	177.50	179.00	174.00	175.00	+1.00	+0.57%	175.00	175.50
17-May	12,534	7,248	2,157,444,500	171.00	175.50	168.50	174.00	+4.50	+2.65%	174.00	174.50

Latest sales

Kinsus: Consolidated revenues, Apr 2021 - Apr 2022 (NT$m)
Month	Sales	M/M	Y/Y	YTD	Y/Y
Apr-22	3,748	0.1%	37.2%	13,762	38.2%
Mar-22	3,745	28.7%	39.7%	10,014	38.6%
Feb-22	2,910	(13.4%)	43.2%	6,269	37.9%
Jan-22	3,359	6%	33.7%	3,359	33.7%
Dec-21	3,171	(9.3%)	25.7%	35,673	31.6%
Nov-21	3,495	6.3%	36.3%	32,502	32.3%
Oct-21	3,289	(1.9%)	33.6%	29,008	31.8%
Sep-21	3,352	1.7%	47.2%	25,719	31.6%
Aug-21	3,298	5.8%	47.7%	22,367	29.5%
Jul-21	3,118	(0%)	32%	19,069	26.8%
Jun-21	3,119	8.5%	31.3%	15,951	25.8%
May-21	2,875	5.2%	22.3%	12,833	24.5%
Apr-21	2,732	1.9%	32.6%	9,958	25.2%

*Figures are consolidated
Source: TSE, compiled by Digitimes, May 2022

Kinsus: Consolidated revenues, 4Q20 - 4Q21 (NT$m)
Quarter	Sales	Q/Q	Y/Y	YTD	Y/Y
4Q-21	9,954	1.9%	31.9%	35,673	31.6%
3Q-21	9,768	12%	42.1%	25,719	31.6%
2Q-21	8,725	20.8%	28.6%	15,951	25.8%
1Q-21	7,226	(4.3%)	22.6%	7,226	22.6%
4Q-20	7,548	9.8%	21%	27,098	21.4%

*Figures are consolidated
Source: TSE, compiled by Digitimes, May 2022

Latest balance sheet and income statement

Kinsus: Consolidated balance sheet, 4Q20 - 4Q21 (NT$k)
Item	4Q-2021	3Q-2021	2Q-2021	1Q-2021	4Q-2020
Current assets	26,424,304	23,704,533	22,990,688	20,633,507	21,663,991
Intangible assets	33,218	36,075	37,390	30,880	32,105
Non-current assets	31,961,844	29,707,996	27,930,227	23,327,359	21,119,961
Assets	58,386,148	53,412,529	50,920,915	43,960,866	42,783,952
Current liabilities	13,982,699	14,431,068	13,445,700	10,895,859	10,730,750
Non-current liabilities	11,414,351	7,558,533	7,636,324	4,209,433	2,863,643
Liabilities	25,397,050	21,989,601	21,082,024	15,105,292	13,594,393
Stockholders' equity	32,989,098	31,422,928	29,838,891	28,855,574	29,189,559

*Figures are consolidated
Source: TSE, compiled by Digitimes, May 2022

Kinsus: Consolidated income statement, 4Q20 - 4Q21 (NT$k)
Item	4Q-2021		3Q-2021		2Q-2021		1Q-2021		4Q-2020
Item	NT$k	% of sales	NT$k	% of sales	NT$k	% of sales	NT$k	% of sales	NT$k	% of sales
Gross sales	0								0
Operating revenue	9,953,739		9,767,683		8,725,355		7,225,986		7,548,022
Gross profit (loss) from operations	3,341,276		3,221,739		2,364,625		1,598,205		1,814,825
Operating expenses	1,551,320		1,530,403		1,278,865		1,160,691		1,267,081
Operating income (loss)	1,789,956		1,691,336		1,085,760		437,514		547,744
Non-operating expenses and losses	-13,738		114,335		45,244		13,504		-146,122
Income from continuing operations before income tax	1,776,218		1,805,671		1,131,004		451,018		401,622
Net income (loss)	1,534,836		1,571,918		1,012,746		372,608		330,868
Diluted earnings per share (NT$)	3		3.1		1.9		0.6		0.4