Nanya expects DRAM prices to continue rally

Related company info

Siu Han, Taipei; Jessie Shen, DIGITIMES

Monday 12 July 2021

Nanya Technology Corporation
Performance

The company's stock price closed at NT$63.5 on the TSE on Thursday, May 26, 2022.

The company has reported consolidated revenues of NT$6,598 million for April 2022, representing a 2.1% drop on month and 10.8% drop on year.

For the fourth quarter of 2021, the company totaled NT$21,399 million in consolidated revenues, down 10.2% sequentially and up 44.9% on year.

Brief

Full name: Nanya Technology Corporation
Chinese name: 南亞科技股份有限公司
Short name: Nanya
Arconym: NTC
Stock code: 2408
Tax ID: 89390656
Market: TSE
Established: 4 Mar 1995
Paid in capital: NT$29.64 billion
Listed on TSE: 17 Aug 2000
Public since: 1 Dec 1995
Website: www.nanya.com
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Latest stock

Nanya [2408] historical stock price (NT$)
Date	Volume (k)	Transactions	Value	Open	High	Low	Close	Change		Ask	Bid
27-May	8,518	4,445	543,544,478	64.30	64.60	63.40	63.90	+0.40	+0.63%	63.80	63.90
26-May	6,568	4,038	421,671,737	65.30	65.50	63.50	63.50	-1.20	-1.85%	63.50	63.60
25-May	6,876	4,165	443,398,726	64.90	65.00	64.00	64.70	+0.40	+0.62%	64.70	64.80
23-May	4,628	2,675	307,104,568	67.40	67.40	65.80	66.40	-0.40	-0.60%	66.30	66.40
20-May	3,774	3,157	252,432,416	67.40	67.40	66.40	66.80	-0.10	-0.15%	66.80	66.90
19-May	5,487	4,388	363,802,494	66.30	66.90	65.60	66.90	-0.30	-0.45%	66.80	66.90

Latest sales

Nanya: Consolidated revenues, Apr 2021 - Apr 2022 (NT$m)
Month	Sales	M/M	Y/Y	YTD	Y/Y
Apr-22	6,598	(2.1%)	(10.8%)	26,545	5.7%
Mar-22	6,741	4.8%	5.2%	19,946	12.5%
Feb-22	6,433	(5%)	11.1%	13,205	16.6%
Jan-22	6,772	(2.4%)	22.4%	6,772	22.4%
Dec-21	6,937	(4.4%)	36.6%	85,604	40.3%
Nov-21	7,257	0.7%	48.2%	78,668	40.7%
Oct-21	7,205	(6.1%)	50.2%	71,411	39.9%
Sep-21	7,677	(6.5%)	38.4%	64,205	38.9%
Aug-21	8,210	3.3%	68.6%	56,528	38.9%
Jul-21	7,950	4.1%	62%	48,319	34.9%
Jun-21	7,639	0.5%	43.6%	40,368	30.6%
May-21	7,604	2.8%	37%	32,729	27.9%
Apr-21	7,394	15.4%	31.6%	25,125	25.4%

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

Nanya: Consolidated revenues, 4Q20 - 4Q21 (NT$m)
Quarter	Sales	Q/Q	Y/Y	YTD	Y/Y
4Q-21	21,399	(10.2%)	44.9%	85,604	40.3%
3Q-21	23,837	5.3%	55.6%	64,205	38.9%
2Q-21	22,637	27.7%	37.3%	40,368	30.6%
1Q-21	17,731	20%	23%	17,731	23%
4Q-20	14,773	(3.6%)	12.6%	61,006	17.9%

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

Latest balance sheet and income statement

Nanya: Consolidated balance sheet, 4Q20 - 4Q21 (NT$k)
Item	4Q-2021	3Q-2021	2Q-2021	1Q-2021	4Q-2020
Current assets	106,459,698	98,291,636	92,987,404	83,052,615	76,744,601
Intangible assets	1,013,517	1,074,746	1,137,642	1,196,961	1,258,380
Non-current assets	84,961,165	88,012,564	84,773,425	86,748,475	88,887,379
Assets	191,420,863	186,304,200	177,760,829	169,801,090	165,631,980
Current liabilities	15,691,562	17,028,125	16,287,728	9,500,805	8,778,672
Non-current liabilities	2,751,233	2,763,362	2,825,818	2,980,675	3,041,281
Liabilities	18,442,795	19,791,487	19,113,546	12,481,480	11,819,953
Stockholders' equity	172,978,068	166,512,713	158,647,283	157,319,610	153,812,027

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

Nanya: 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
Operating revenue	21,398,949		23,837,128		22,637,468		17,730,613		14,773,420
Gross profit (loss) from operations	10,563,413	49.4%	11,735,197	49.2%	9,583,326	42.3%	5,162,012	29.1%	3,251,465	22%
Operating expenses	2,540,083	11.9%	2,662,257	11.2%	2,520,257	11.1%	2,135,028	12%	1,947,847	13.2%
Operating income (loss)	8,023,330	37.5%	9,072,940	38.1%	7,063,069	31.2%	3,026,984	17.1%	1,303,618	8.8%
Non-operating expenses and losses	101,255	0.5%	316,060	1.3%	-143,229	-0.6%	307,021	1.7%	-166,772	-1.1%
Income from continuing operations before income tax	8,124,585	38%	9,389,000	39.4%	6,919,840	30.6%	3,334,005	18.8%	1,136,846	7.7%
Net income (loss)	6,454,120	30.2%	7,527,195	31.6%	6,163,367	27.2%	2,704,333	15.3%	924,149	6.3%
Diluted earnings per share (NT$)	2.1		2.4		2		0.9		0.3