Reported Earnings • May 13
First quarter 2026 earnings released: EPS: NT$0.17 (vs NT$0.33 in 1Q 2025) First quarter 2026 results: EPS: NT$0.17 (down from NT$0.33 in 1Q 2025). Revenue: NT$980.7m (down 19% from 1Q 2025). Net income: NT$68.9m (down 48% from 1Q 2025). Profit margin: 7.0% (down from 11% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Reported Earnings • Mar 31
Full year 2025 earnings released: EPS: NT$2.18 (vs NT$1.22 in FY 2024) Full year 2025 results: EPS: NT$2.18 (up from NT$1.22 in FY 2024). Revenue: NT$4.45b (down 8.6% from FY 2024). Net income: NT$880.7m (up 78% from FY 2024). Profit margin: 20% (up from 10% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Annuncio • Mar 17
Lucky Cement Co., Annual General Meeting, Jun 29, 2026 Lucky Cement Co., Annual General Meeting, Jun 29, 2026. Location: 5 floor no,56, sec.1 huan shan rd., neihu district, taipei city Taiwan New Risk • Nov 19
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 41% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (41% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Reported Earnings • Nov 15
Third quarter 2025 earnings released: EPS: NT$0.30 (vs NT$0.27 in 3Q 2024) Third quarter 2025 results: EPS: NT$0.30 (up from NT$0.27 in 3Q 2024). Revenue: NT$1.05b (down 8.1% from 3Q 2024). Net income: NT$121.1m (up 12% from 3Q 2024). Profit margin: 12% (up from 9.4% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 12% per year. Reported Earnings • Aug 17
Second quarter 2025 earnings released: EPS: NT$1.39 (vs NT$0.33 in 2Q 2024) Second quarter 2025 results: EPS: NT$1.39 (up from NT$0.33 in 2Q 2024). Revenue: NT$1.16b (down 4.6% from 2Q 2024). Net income: NT$563.5m (up 325% from 2Q 2024). Profit margin: 49% (up from 11% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year. Upcoming Dividend • Jul 17
Upcoming dividend of NT$0.75 per share Eligible shareholders must have bought the stock before 24 July 2025. Payment date: 15 August 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 6.7%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (5.1%). New Risk • Jun 14
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 53% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (53% net debt to equity). Dividend is not well covered by cash flows (285% cash payout ratio). Buy Or Sell Opportunity • May 26
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 1.7% to NT$15.30. The fair value is estimated to be NT$12.72, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 8.0%. New Risk • May 19
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 96% Cash payout ratio: 380% Minor Risk High level of debt (42% net debt to equity). Reported Earnings • May 13
First quarter 2025 earnings released: EPS: NT$0.32 (vs NT$0.30 in 1Q 2024) First quarter 2025 results: EPS: NT$0.32 (up from NT$0.30 in 1Q 2024). Revenue: NT$1.21b (up 1.7% from 1Q 2024). Net income: NT$131.4m (up 7.6% from 1Q 2024). Profit margin: 11% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 11% per year. Annuncio • May 01
Lucky Cement Co. to Report Q1, 2025 Results on May 09, 2025 Lucky Cement Co. announced that they will report Q1, 2025 results on May 09, 2025 Annuncio • Mar 18
Lucky Cement Co., Annual General Meeting, Jun 27, 2025 Lucky Cement Co., Annual General Meeting, Jun 27, 2025. Location: 1 floor no,56, sec.1 huan shan rd., neihu district, taipei city Taiwan Annuncio • Mar 09
Lucky Cement Co. to Report Q4, 2024 Results on Mar 17, 2025 Lucky Cement Co. announced that they will report Q4, 2024 results on Mar 17, 2025 Reported Earnings • Nov 17
Third quarter 2024 earnings released: EPS: NT$0.27 (vs NT$0.47 in 3Q 2023) Third quarter 2024 results: EPS: NT$0.27 (down from NT$0.47 in 3Q 2023). Revenue: NT$1.14b (down 10% from 3Q 2023). Net income: NT$107.9m (down 43% from 3Q 2023). Profit margin: 9.4% (down from 15% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Annuncio • Nov 05
Lucky Cement Co. to Report Q3, 2024 Results on Nov 12, 2024 Lucky Cement Co. announced that they will report Q3, 2024 results on Nov 12, 2024 Annuncio • Oct 18
Lucky Cement Co. Announces Change in Representative of its Institutional Director Lucky Cement Co. announced change in representative of the company’s institutional director. Name of legal person is Shi-yi Cement Co. Ltd. Name and Resume of the previous position holder: Chen, Liang-Chuan, Chairman. Name and Resume of the new position holder: Xiao,Yu-Xiang, Executive Assistant to Chairman. Reason for the change is Death. Effective date of the new appointment is October 17, 2024. Annuncio • Oct 10
Lucky Cement Co. Appoints Chen, Yun-Ju as Chairman Lucky Cement Co. announced the appointment of Chen, Yun-Ju as chairman. Effective date of the new appointment is October 9, 2024. Annuncio • Oct 09
Lucky Cement Co. Announces the Demise of Chen, Liang-Chuan, Chairman Lucky Cement Co. announced the demise of Chen, Liang-Chuan, Chairman. Reported Earnings • Aug 17
Second quarter 2024 earnings released: EPS: NT$0.33 (vs NT$0.38 in 2Q 2023) Second quarter 2024 results: EPS: NT$0.33 (down from NT$0.38 in 2Q 2023). Revenue: NT$1.22b (down 7.9% from 2Q 2023). Net income: NT$132.6m (down 13% from 2Q 2023). Profit margin: 11% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Declared Dividend • Aug 14
Dividend increased to NT$1.00 Dividend of NT$1.00 is 25% higher than last year. Ex-date: 28th August 2024 Payment date: 19th September 2024 Dividend yield will be 6.3%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is covered by both earnings (78% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 42% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Annuncio • Aug 03
Lucky Cement Co. to Report Q2, 2024 Results on Aug 12, 2024 Lucky Cement Co. announced that they will report Q2, 2024 results on Aug 12, 2024 Annuncio • Jun 19
Lucky Cement Co. Announces the 2023 Earnings Distribution Lucky Cement Co. at its AGM held on June 18, 2024 Acknowledged the 2023 earnings distribution, common stock cash dividend amount is TWD 404,738,049 (TWD 1.0 per share). Reported Earnings • May 15
First quarter 2024 earnings released: EPS: NT$0.30 (vs NT$0.31 in 1Q 2023) First quarter 2024 results: EPS: NT$0.30 (down from NT$0.31 in 1Q 2023). Revenue: NT$1.19b (up 9.2% from 1Q 2023). Net income: NT$122.1m (down 4.0% from 1Q 2023). Profit margin: 10% (down from 12% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Reported Earnings • Mar 30
Full year 2023 earnings released: EPS: NT$1.30 (vs NT$1.44 in FY 2022) Full year 2023 results: EPS: NT$1.30 (down from NT$1.44 in FY 2022). Revenue: NT$5.09b (up 23% from FY 2022). Net income: NT$527.1m (down 9.3% from FY 2022). Profit margin: 10% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Annuncio • Mar 16
Lucky Cement Co., Annual General Meeting, Jun 18, 2024 Lucky Cement Co., Annual General Meeting, Jun 18, 2024. Location: Takming University of Science and Technology Taipei City Taiwan Agenda: To consider 2023 business report and financial report; to consider Audit Committee's review report of 2023 annual final accounting books and statements; to consider Report on the distribution of remuneration for employees and directors of 2023; to consider adoption of the 2023 business report and financial Statements; to consider adoption of the proposal for distribution of 2023 profits; and to consider other report items. Buy Or Sell Opportunity • Mar 11
Now 20% overvalued The stock has been flat over the last 90 days, currently trading at NT$15.80. The fair value is estimated to be NT$13.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 32%. Annuncio • Dec 29
Lucky Cement Co. Announces the Change of President Lucky Cement Co. announced the change of president. Name of the previous position holder: Chen, Liang-Chuan, Resume of the previous position holder: Chairman and President, Name of the new position holder: Chen, Ming-Shien. The effective date is December 29, 2023. New Risk • Nov 21
New major risk - Financial position The company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Dividend is not well covered by cash flows (175% cash payout ratio). Upcoming Dividend • Aug 21
Upcoming dividend of NT$0.80 per share at 5.0% yield Eligible shareholders must have bought the stock before 28 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 5.0%. Lower than top quartile of Taiwanese dividend payers (5.6%). Higher than average of industry peers (3.4%). Reported Earnings • Aug 17
Second quarter 2023 earnings released: EPS: NT$0.37 (vs NT$0.29 in 2Q 2022) Second quarter 2023 results: EPS: NT$0.37 (up from NT$0.29 in 2Q 2022). Revenue: NT$1.32b (up 32% from 2Q 2022). Net income: NT$151.6m (up 30% from 2Q 2022). Profit margin: 12% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Annuncio • Aug 12
Lucky Cement Co. Announces Cash Dividend, Payable on September 15, 2023 Lucky Cement Co. announced Cash dividend of TWD 323,790,439, payable on September 15, 2023. Ex-rights (ex-dividend) trading date: August 28, 2023. Ex-rights (ex-dividend) record date: September 3, 2023. Annuncio • Jul 01
Lucky Cement Co. Approves the Cash Dividend for the Year 2022 Lucky Cement Co. approved the cash dividend of TWD 323,790,439 or TWD 0.8 per share for the year 2022, at the AGM held on June 30, 2023. Valuation Update With 7 Day Price Move • Feb 22
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to NT$13.20, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 13x in the Basic Materials industry in Taiwan. Total returns to shareholders of 93% over the past three years. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Yang-Wei Shao was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Buying Opportunity • Oct 13
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 5.3%. The fair value is estimated to be NT$12.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Buying Opportunity • Sep 01
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 3.6%. The fair value is estimated to be NT$13.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Upcoming Dividend • Aug 19
Upcoming dividend of NT$0.60 per share Eligible shareholders must have bought the stock before 26 August 2022. Payment date: 15 September 2022. Payout ratio is on the higher end at 81% but the company is not cash flow positive. Trailing yield: 5.2%. Lower than top quartile of Taiwanese dividend payers (6.5%). Higher than average of industry peers (4.5%). Reported Earnings • Aug 16
Second quarter 2022 earnings released: EPS: NT$0.29 (vs NT$0.20 in 2Q 2021) Second quarter 2022 results: EPS: NT$0.29 (up from NT$0.20 in 2Q 2021). Revenue: NT$1.00b (down 2.6% from 2Q 2021). Net income: NT$116.9m (up 47% from 2Q 2021). Profit margin: 12% (up from 7.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Annuncio • Jul 02
Lucky Cement Corporation Announces Board Changes Lucky Cement Corporation Announced Company's newly-elected directors for2022 Annual General Shareholders' Meeting. Date of occurrence of the change:2022/06/30 2.Elected or changed position: Institutional director, independent director and natural-person director. Title and name of the previous position holder: (A)Director: Mr. Liang-Chuan Chen (Representative of Shi-yi Cement Co. Ltd.) Ms. Yun-Ju Chen (Representative of Shi-yi Cement Co. Ltd.) Mr. Hsiang-Lin Chang Mr. Shang-Kai Cheng (B)Independent Director: Ms. Yan Chen Mr. Chih-Cheng Wang Mr. Yang-Wei Shao. Resume of the previous position holder: (A)Director: Mr. Liang-Chuan Chen/Chiarman of Lucky Cement Co. Ms. Yun-Ju Chen/Executive Vice President of Lucky Cement Co. Mr. Hsiang-Lin Chang/Vice Chiarman of Hong Ching Construction Co. Ltd. Mr. Shang-Kai Cheng/Manager of Haihua Investment Co. Ltd. (B)Independent Director: Ms. Yan Chen/Financial consultant of Eorex Corporation. Mr. Chih-Cheng Wang/Vice President of Chinese Culture University. Mr. Yang-Wei Shao/General Manager of Jabes Construction Co. Ltd. Title and name of the new position holder: (A)Director: Mr. Liang-Chuan Chen (Representative of Shiyi Cement Co. Ltd.) Ms. Yun-Ju Chen (Representative of Shiyi Cement Co. Ltd.) Mr. Hsiang-Lin Chang Mr. Shang-Kai Cheng (B)Independent Director: Ms. Yan Chen Mr. Chih-Cheng Wang Mr. Yang-Wei Shao. Resume of the new position holder: (A)Director: Mr. Liang-Chuan Chen/Chiarman of Lucky Cement Co. Ms. Yun-Ju Chen/Executive Vice President of Lucky Cement Co. Mr. Hsiang-Lin Chang/Vice Chiarman of Hong Ching Construction Co. Ltd. Mr. Shang-Kai Cheng/Manager of Haihua Investment Co. Ltd. (B)Independent Director: Ms. Yan Chen/Financial consultant of Eorex Corporation. Mr. Chih-Cheng Wang/Vice President of Chinese Culture University. Mr. Yang-Wei Shao/General Manager of Jabes Construction Co. Ltd. Circumstances of change: Term expired. Reason for the change: Tenure expired. Effective date of the new appointment: 2022/06/30. Annuncio • Jul 01
Lucky Cement Corporation Approves Common Stock Cash Dividend for 2021 Lucky Cement Corporation at its AGM held on June 30, 2022, approved common stock cash dividend amount is TWD 242,842,829 for 2021. Reported Earnings • May 16
First quarter 2022 earnings released: EPS: NT$0.14 (vs NT$0.13 in 1Q 2021) First quarter 2022 results: EPS: NT$0.14 (up from NT$0.13 in 1Q 2021). Revenue: NT$880.9m (down 16% from 1Q 2021). Net income: NT$54.9m (flat on 1Q 2021). Profit margin: 6.2% (up from 5.2% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Yang-Wei Shao was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Apr 03
Full year 2021 earnings released: EPS: NT$0.65 (vs NT$0.97 in FY 2020) Full year 2021 results: EPS: NT$0.65 (down from NT$0.97 in FY 2020). Revenue: NT$3.77b (down 17% from FY 2020). Net income: NT$262.2m (down 33% from FY 2020). Profit margin: 7.0% (down from 8.7% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Annuncio • Apr 02
Lucky Cement Corporation, Annual General Meeting, Jun 30, 2022 Lucky Cement Corporation, Annual General Meeting, Jun 30, 2022. Reported Earnings • Nov 16
Third quarter 2021 earnings released: EPS NT$0.09 (vs NT$0.24 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$830.8m (down 27% from 3Q 2020). Net income: NT$35.0m (down 65% from 3Q 2020). Profit margin: 4.2% (down from 8.7% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Aug 19
Upcoming dividend of NT$0.70 per share Eligible shareholders must have bought the stock before 26 August 2021. Payment date: 15 September 2021. Trailing yield: 5.8%. Within top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (7.2%). Reported Earnings • Aug 16
Second quarter 2021 earnings released: EPS NT$0.20 (vs NT$0.33 in 2Q 2020) The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$1.03b (down 8.4% from 2Q 2020). Net income: NT$79.6m (down 41% from 2Q 2020). Profit margin: 7.7% (down from 12% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 15
First quarter 2021 earnings released: EPS NT$0.13 (vs NT$0.23 in 1Q 2020) The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$1.05b (down 5.3% from 1Q 2020). Net income: NT$54.4m (down 42% from 1Q 2020). Profit margin: 5.2% (down from 8.5% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • May 13
Investor sentiment deteriorated over the past week After last week's 26% share price decline to NT$13.95, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 11x in the Basic Materials industry in Taiwan. Total returns to shareholders of 79% over the past three years. Valuation Update With 7 Day Price Move • Apr 17
Investor sentiment improved over the past week After last week's 21% share price gain to NT$16.15, the stock trades at a trailing P/E ratio of 16.7x. Average trailing P/E is 12x in the Basic Materials industry in Taiwan. Total returns to shareholders of 117% over the past three years. Reported Earnings • Mar 31
Full year 2020 earnings released: EPS NT$0.97 (vs NT$0.11 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$4.53b (up 21% from FY 2019). Net income: NT$392.3m (up NT$346.4m from FY 2019). Profit margin: 8.7% (up from 1.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Is New 90 Day High Low • Feb 26
New 90-day high: NT$13.20 The company is up 15% from its price of NT$11.50 on 27 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Basic Materials industry, which is down 2.0% over the same period. Is New 90 Day High Low • Jan 18
New 90-day low: NT$11.00 The company is down 4.0% from its price of NT$11.50 on 20 October 2020. The Taiwanese market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 3.0% over the same period. Is New 90 Day High Low • Dec 23
New 90-day high: NT$12.05 The company is up 10.0% from its price of NT$11.00 on 24 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Basic Materials industry, which is up 4.0% over the same period. Reported Earnings • Nov 15
Third quarter 2020 earnings released: EPS NT$0.24 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$1.13b (up 22% from 3Q 2019). Net income: NT$98.6m (up NT$83.9m from 3Q 2019). Profit margin: 8.7% (up from 1.6% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Is New 90 Day High Low • Sep 22
New 90-day high: NT$12.45 The company is up 25% from its price of NT$9.95 on 24 June 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 4.0% over the same period.