LinkCom (6821) primarily engages in the manufacturing of magnetic components, such as transformers and inductors, with 36 years of experience in the industry. It has been producing wireless charging modules for 15 years and is one of the few leading manufacturers that can simultaneously supply magnetic components for both telecom and power products. Currently, LinkCom serves more than 50 end customers globally, with its sales areas covering Europe, the United States, Australia, Taiwan, China, Southeast Asia, and more.
Yesterday (5th), LinkCom announced its latest revenue for October, reaching NT$59.66 million, showing a monthly decrease of 8.42% but an annual increase of 45.49%, marking growth for three consecutive months. From January to October of this year, cumulative revenue reached NT$460 million, a 1.50% year-over-year increase. The latest EPS stands at NT$0.28, a quarterly increase of 75.0%, with an EPS of NT$1.12 over the past four quarters.
LinkCom attributed the growth to increased demand from European, American, and Japanese clients driven by the end-of-year sales peak for consumer electronics, which has boosted orders for Qi 2.0 wireless charging products. Consequently, LinkCom's wireless charging business has grown for five consecutive months, with October revenue contributions surpassing 30%. Additionally, steady growth in demand from telecom customers has led to a nearly 30% increase in orders for magnetic components, pushing October's revenue to a new high for the same period in previous years.
As wireless charging technology advances, the Wireless Power Consortium (WPC) has introduced the "Ki" standard for kitchen appliances, supporting power up to 2200W, opening new market opportunities for wireless charging in kitchen applications.
Furthermore, LinkCom showcased its Qi and Qi 2 new products in Hong Kong, featuring efficient, safe, and multi-device charging capabilities. It also launched high-performance planar transformers and magnetic components that comply with the 10G LAN standard, maintaining its market competitiveness.
Looking forward to the fourth quarter, LinkCom holds a cautiously optimistic view of future operations. With increased investments in network infrastructure across Europe, the U.S., and India, as well as Wi-Fi 7 upgrades, it expects enhanced momentum in its magnetic components business. Meanwhile, the company is actively expanding its OEM and ODM wireless charging business, enhancing automated production and material management to improve operational performance.
Benefiting from the revenue announcement, LinkCom opened at NT$54.0 in early trading today (6th). The stock is currently priced at NT$59.2, hitting the limit-up with a 9.83% increase, and as of 9:53 a.m., the trading volume reached 2,347 units.
Source: Money Weekly / Reporter Huang Shuzhen
https://www.moneyweekly.com.tw/ArticleData/Info/Article/157308