View ValuationActer Group 将来の成長Future 基準チェック /06 Acter Groupは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Construction 収益成長13.5%収益成長率16.1%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日13 May 2026今後の成長に関する最新情報Price Target Changed • Aug 09Price target increased by 52% to NT$650Up from NT$427, the current price target is provided by 1 analyst. New target price is 11% above last closing price of NT$587. Stock is up 133% over the past year. The company posted earnings per share of NT$21.09 last year.Price Target Changed • May 04Price target increased by 17% to NT$500Up from NT$427, the current price target is provided by 1 analyst. New target price is 24% above last closing price of NT$404. Stock is up 96% over the past year. The company posted earnings per share of NT$21.09 last year.Price Target Changed • Mar 05Price target decreased by 26% to NT$427Down from NT$580, the current price target is provided by 1 analyst. New target price is 9.2% above last closing price of NT$391. Stock is up 101% over the past year. The company posted earnings per share of NT$15.03 last year.Price Target Changed • Apr 27Price target increased to NT$237Up from NT$212, the current price target is provided by 1 analyst. New target price is 18% above last closing price of NT$202. Stock is up 0.2% over the past year. The company posted earnings per share of NT$21.08 last year.Price Target Changed • Mar 29Price target increased to NT$237Up from NT$212, the current price target is provided by 1 analyst. New target price is 14% above last closing price of NT$207. Stock is up 3.0% over the past year. The company posted earnings per share of NT$21.08 last year.すべての更新を表示Recent updatesReported Earnings • May 18First quarter 2026 earnings released: EPS: NT$12.76 (vs NT$5.18 in 1Q 2025)First quarter 2026 results: EPS: NT$12.76 (up from NT$5.18 in 1Q 2025). Revenue: NT$11.6b (up 36% from 1Q 2025). Net income: NT$1.58b (up 146% from 1Q 2025). Profit margin: 14% (up from 7.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 32% growth forecast for the Construction industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 90% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • May 14Final dividend of NT$14.50 announcedShareholders will receive a dividend of NT$14.50. Ex-date: 6th July 2026 Payment date: 24th July 2026 Dividend yield will be 2.0%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 26% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • May 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$825, the stock trades at a trailing P/E ratio of 29x. Average forward P/E is 13x in the Construction industry in Taiwan. Total returns to shareholders of 596% over the past three years.Buy Or Sell Opportunity • Apr 28Now 20% undervaluedOver the last 90 days, the stock has risen 34% to NT$881. The fair value is estimated to be NT$1,105, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 18%.Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$820, the stock trades at a trailing P/E ratio of 28.8x. Average forward P/E is 13x in the Construction industry in Taiwan. Total returns to shareholders of 592% over the past three years.Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$801, the stock trades at a trailing P/E ratio of 28.2x. Average forward P/E is 13x in the Construction industry in Taiwan. Total returns to shareholders of 604% over the past three years.Reported Earnings • Mar 09Full year 2025 earnings released: EPS: NT$28.42 (vs NT$21.09 in FY 2024)Full year 2025 results: EPS: NT$28.42 (up from NT$21.09 in FY 2024). Revenue: NT$41.5b (up 37% from FY 2024). Net income: NT$3.53b (up 35% from FY 2024). Profit margin: 8.5% (down from 8.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 29% growth forecast for the Construction industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 05Acter Group Corporation Limited, Annual General Meeting, May 28, 2026Acter Group Corporation Limited, Annual General Meeting, May 28, 2026. Location: b2 floor no,201, sec.2 wen hsin rd., hsi tun district, taichung city TaiwanValuation Update With 7 Day Price Move • Jan 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$678, the stock trades at a trailing P/E ratio of 25.7x. Average forward P/E is 14x in the Construction industry in Taiwan. Total returns to shareholders of 658% over the past three years.Upcoming Dividend • Jan 08Upcoming dividend of NT$5.50 per shareEligible shareholders must have bought the stock before 15 January 2026. Payment date: 04 February 2026. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (3.2%).Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$803, the stock trades at a trailing P/E ratio of 30.5x. Average forward P/E is 13x in the Construction industry in Taiwan. Total returns to shareholders of 813% over the past three years.Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$8.22 (vs NT$5.06 in 3Q 2024)Third quarter 2025 results: EPS: NT$8.22 (up from NT$5.06 in 3Q 2024). Revenue: NT$11.0b (up 45% from 3Q 2024). Net income: NT$1.02b (up 63% from 3Q 2024). Profit margin: 9.2% (up from 8.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 88% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Nov 09First half dividend increased to NT$5.50Dividend of NT$5.50 is 10% higher than last year. Ex-date: 15th January 2026 Payment date: 4th February 2026 Dividend yield will be 2.1%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (43% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 33% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Oct 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$737, the stock trades at a trailing P/E ratio of 31.8x. Average forward P/E is 14x in the Construction industry in Taiwan. Total returns to shareholders of 829% over the past three years.Valuation Update With 7 Day Price Move • Sep 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$834, the stock trades at a trailing P/E ratio of 36x. Average forward P/E is 14x in the Construction industry in Taiwan. Total returns to shareholders of 849% over the past three years.Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$892, the stock trades at a trailing P/E ratio of 38.5x. Average forward P/E is 14x in the Construction industry in Taiwan. Total returns to shareholders of 886% over the past three years.Price Target Changed • Aug 09Price target increased by 52% to NT$650Up from NT$427, the current price target is provided by 1 analyst. New target price is 11% above last closing price of NT$587. Stock is up 133% over the past year. The company posted earnings per share of NT$21.09 last year.Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$587, the stock trades at a trailing P/E ratio of 25.7x. Average forward P/E is 13x in the Construction industry in Taiwan. Total returns to shareholders of 607% over the past three years.Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: NT$5.18 (vs NT$3.45 in 1Q 2024)First quarter 2025 results: EPS: NT$5.18 (up from NT$3.45 in 1Q 2024). Revenue: NT$8.56b (up 56% from 1Q 2024). Net income: NT$642.9m (up 50% from 1Q 2024). Profit margin: 7.5% (down from 7.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Construction industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 75% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jul 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risks Dividend is not well covered by cash flows (143% cash payout ratio). Share price has been volatile over the past 3 months (6.4% average weekly change).Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$467, the stock trades at a trailing P/E ratio of 20.4x. Average forward P/E is 13x in the Construction industry in Taiwan. Total returns to shareholders of 516% over the past three years.Upcoming Dividend • Jun 27Upcoming dividend of NT$10.00 per shareEligible shareholders must have bought the stock before 04 July 2025. Payment date: 25 July 2025. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Lower than top quartile of Taiwanese dividend payers (5.2%). In line with average of industry peers (4.0%).Declared Dividend • May 10Dividend increased to NT$10.00Dividend of NT$10.00 is 67% higher than last year. Ex-date: 4th July 2025 Payment date: 25th July 2025 Dividend yield will be 3.9%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (143% cash payout ratio). The dividend has increased by an average of 33% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 19% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Price Target Changed • May 04Price target increased by 17% to NT$500Up from NT$427, the current price target is provided by 1 analyst. New target price is 24% above last closing price of NT$404. Stock is up 96% over the past year. The company posted earnings per share of NT$21.09 last year.お知らせ • May 01Acter Group Corporation Limited to Report Q1, 2025 Results on May 08, 2025Acter Group Corporation Limited announced that they will report Q1, 2025 results on May 08, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$288, the stock trades at a trailing P/E ratio of 13.7x. Average forward P/E is 11x in the Construction industry in Taiwan. Total returns to shareholders of 258% over the past three years.Reported Earnings • Mar 08Full year 2024 earnings released: EPS: NT$21.09 (vs NT$15.03 in FY 2023)Full year 2024 results: EPS: NT$21.09 (up from NT$15.03 in FY 2023). Revenue: NT$30.3b (up 21% from FY 2023). Net income: NT$2.62b (up 42% from FY 2023). Profit margin: 8.7% (up from 7.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Construction industry in Asia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 05Acter Group Corporation Limited, Annual General Meeting, May 22, 2025Acter Group Corporation Limited, Annual General Meeting, May 22, 2025, at 09:00 Taipei Standard Time. Location: b2 floor no,201, sec.2 wen hsin rd., hsi tun district, taichung city TaiwanPrice Target Changed • Mar 05Price target decreased by 26% to NT$427Down from NT$580, the current price target is provided by 1 analyst. New target price is 9.2% above last closing price of NT$391. Stock is up 101% over the past year. The company posted earnings per share of NT$15.03 last year.New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change).お知らせ • Feb 28Acter Group Corporation Limited Announces Cash Dividend for the Second Half of 2024Acter Group Corporation Limited announced Cash dividends of TWD 10 per share for the second half of 2024. Total amount of cash dividends to shareholders: TWD 1,240,809,300. Period which dividends belong to: July 1, 2024 to December 31, 2024.お知らせ • Feb 20Acter Group Corporation Limited to Report Q4, 2024 Results on Feb 27, 2025Acter Group Corporation Limited announced that they will report Q4, 2024 results on Feb 27, 2025Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$452, the stock trades at a trailing P/E ratio of 25.3x. Average forward P/E is 12x in the Construction industry in Taiwan. Total returns to shareholders of 424% over the past three years.Upcoming Dividend • Dec 26Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 02 January 2025. Payment date: 17 January 2025. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (4.5%). Lower than average of industry peers (3.7%).New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$363, the stock trades at a trailing P/E ratio of 20.3x. Average forward P/E is 13x in the Construction industry in Taiwan. Total returns to shareholders of 352% over the past three years.Declared Dividend • Nov 13Dividend increased to NT$5.00Dividend of NT$5.00 is 11% higher than last year. Ex-date: 2nd January 2025 Payment date: 17th January 2025 Dividend yield will be 3.5%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: NT$5.06 (vs NT$4.11 in 3Q 2023)Third quarter 2024 results: EPS: NT$5.06 (up from NT$4.11 in 3Q 2023). Revenue: NT$7.62b (up 18% from 3Q 2023). Net income: NT$628.0m (up 24% from 3Q 2023). Profit margin: 8.2% (up from 7.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Construction industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 09Acter Group Corporation Limited Announces the Dividend Distribution for the First Half Ended June 30, 2024, Payable on January 17, 2025Acter Group Corporation Limited announced the dividend distribution of TWD 5 per share or TWD 620,404,650 for the first half ended June 30, 2024. Ex-rights (Ex-dividend) date is January 2, 2025. Ex-rights (Ex-dividend) record date is January 8, 2025. Payment date of cash dividend distribution is January 17, 2025.お知らせ • Nov 01Acter Group Corporation Limited to Report Q3, 2024 Results on Nov 08, 2024Acter Group Corporation Limited announced that they will report Q3, 2024 results on Nov 08, 2024Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: NT$6.58 (vs NT$4.42 in 2Q 2023)Second quarter 2024 results: EPS: NT$6.58 (up from NT$4.42 in 2Q 2023). Revenue: NT$7.66b (up 20% from 2Q 2023). Net income: NT$816.9m (up 51% from 2Q 2023). Profit margin: 11% (up from 8.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the Construction industry in Asia. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Aug 07Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to NT$233. The fair value is estimated to be NT$186, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 22%.お知らせ • Aug 01Acter Group Corporation Limited to Report Q2, 2024 Results on Aug 08, 2024Acter Group Corporation Limited announced that they will report Q2, 2024 results on Aug 08, 2024Upcoming Dividend • Jun 27Upcoming dividend of NT$6.00 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 26 July 2024. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (3.5%).Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Pi-Huei Wu was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 26Acter Group Corporation Limited Announces the Dismissal of the Nominating CommitteeActer Group Corporation Limited announced the dismissal of the Nominating Committee. Date of occurrence of the change: May 24, 2024. Name of the previous position holder: Liang, Chin-Li; Yang, Qian; Wang, Mao-Rong; Yeh, Hui-Hsin and Huang, Tzu-Pei. Liang, Chin-Li(Chairman, ACTER GROUP CORPORATION LIMITED); Yang, Qian (Honorary Professor, Institute of Business and Management, National Chiao Tung University); Wang, Mao-Rong (Representative, MJ Energy Master); Yeh, Hui-Hsin (Representative, Wei Chin CPAs & Co.) and Huang, Tzu-Pei (Lawyer, Meridian Attorneys-at-Law).お知らせ • May 25+ 2 more updatesActer Group Corporation Limited Announces Changes to Audit CommitteeActer Group Corporation Limited announced changes to audit committee. Name and resume of the previous position holder: Yang, Qian (Honorary Professor, Institute of Business and Management, National Chiao Tung University), Wang, Mao-Rong (Representative, MJ Energy Master), Yeh, Hui-Hsin (Representative, Wei Chin CPAs & Co.) and Huang, Tzu-Pei (Lawyer, Meridian Attorneys-at-Law). Name and resume of the new position holder: Huang, Tzu-Pei (Lawyer, Meridian Attorneys-at-Law), Chi, Chih-Yi (Professor, Department of Finance, National Chung Hsing University), Chiu, Hui-Yin (Director, Weiyu United Accounting Firm) and Liang, Lien-Wen (Professor of Finance, Chinese Culture University). Reason for the change is Tenure expired rehire. Original term is from July 23, 2021 to July 22, 2024. Effective date of the new member is May 24, 2024.Declared Dividend • May 22Dividend of NT$6.00 announcedShareholders will receive a dividend of NT$6.00. Ex-date: 4th July 2024 Payment date: 26th July 2024 Dividend yield will be 4.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 11First quarter 2024 earnings released: EPS: NT$3.45 (vs NT$3.75 in 1Q 2023)First quarter 2024 results: EPS: NT$3.45 (down from NT$3.75 in 1Q 2023). Revenue: NT$5.48b (down 1.8% from 1Q 2023). Net income: NT$427.8m (down 4.3% from 1Q 2023). Profit margin: 7.8% (down from 8.0% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the Construction industry in Asia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 02Acter Group Corporation Limited to Report Q1, 2024 Results on May 09, 2024Acter Group Corporation Limited announced that they will report Q1, 2024 results on May 09, 2024Reported Earnings • Feb 28Full year 2023 earnings released: EPS: NT$15.03 (vs NT$16.84 in FY 2022)Full year 2023 results: EPS: NT$15.03 (down from NT$16.84 in FY 2022). Revenue: NT$25.1b (down 11% from FY 2022). Net income: NT$1.84b (down 4.9% from FY 2022). Profit margin: 7.3% (up from 6.8% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 25% per year.お知らせ • Feb 27Acter Group Corporation Limited, Annual General Meeting, May 24, 2024Acter Group Corporation Limited, Annual General Meeting, May 24, 2024. Location: SWEETEN PLAZA’s international hall, B2F, No.201, Sec. 2, Wenxin Rd., Xitun Dist., Taichung City Taiwan Agenda: To report the distribution of 2023 employee and director compensation; to report 2023 Business Report; to consider Audit Committee’s Review Report of 2023 Financial Statements; to report the distribution of 2023 cash dividends; to report 2023 Corporate governance report; to report the 2023 annual operation of Audit Committee and its communication with the company's chief internal auditor; to report the connection and reasonableness between the compensation policy of the directors and managerial officers and performance assessment results in 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 matters.Upcoming Dividend • Jan 08Upcoming dividend of NT$4.50 per share at 7.1% yieldEligible shareholders must have bought the stock before 15 January 2024. Payment date: 02 February 2024. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 7.1%. Within top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (4.8%).Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: NT$4.11 (vs NT$5.57 in 3Q 2022)Third quarter 2023 results: EPS: NT$4.11 (down from NT$5.57 in 3Q 2022). Revenue: NT$6.46b (down 23% from 3Q 2022). Net income: NT$507.6m (down 21% from 3Q 2022). Profit margin: 7.9% (up from 7.7% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 6.6% p.a. on average during the next 2 years, while revenues in the Construction industry in Asia are expected to grow by 11%. 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 22% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 09Acter Group Corporation Limited Approves Dividend Payment for the First Half of 2023Acter Group Corporation Limited approved dividend of TWD 4.5 per share for the first half of 2023.Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: NT$4.42 (vs NT$3.21 in 2Q 2022)Second quarter 2023 results: EPS: NT$4.42 (up from NT$3.21 in 2Q 2022). Revenue: NT$6.40b (down 2.2% from 2Q 2022). Net income: NT$539.9m (up 47% from 2Q 2022). Profit margin: 8.4% (up from 5.6% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 29Upcoming dividend of NT$8.26 per share at 7.9% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 27 July 2023. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 7.9%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (5.6%).お知らせ • May 12Acter Group Corporation Limited Announces Dividend for the Second Half of 2022, Payable on July 27, 2023Acter Group Corporation Limited announced dividend of TWD 1,012,987,908 per share for the second half of 2022. Ex-rights (Ex-dividend) date is July 06, 2023, Ex-rights (Ex-dividend) record date is July 12, 2023 and Payment date of cash dividend distribution is July 27, 2023.Reported Earnings • Mar 04Full year 2022 earnings released: EPS: NT$16.84 (vs NT$10.54 in FY 2021)Full year 2022 results: EPS: NT$16.84 (up from NT$10.54 in FY 2021). Revenue: NT$28.3b (up 40% from FY 2021). Net income: NT$1.93b (up 61% from FY 2021). Profit margin: 6.8% (up from 6.0% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jan 31Upcoming dividend of NT$3.42 per share at 6.4% yieldEligible shareholders must have bought the stock before 07 February 2023. Payment date: 24 February 2023. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 6.4%. Lower than top quartile of Taiwanese dividend payers (6.6%). Higher than average of industry peers (5.3%).お知らせ • Dec 28Acter Group Corporation Limited Announces Distribution of Dividends for the First Half of 2022, Payable on February 24, 2023Acter Group Corporation Limited announced distribution of dividends of TWD 402,696,280 for the first half of 2022. Payment date of cash dividend distribution on February 24, 2023 and Ex-rights (Ex-dividend) date is February 7, 2023.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Tzu-Pei Huang was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 08Third quarter 2022 earnings released: EPS: NT$5.57 (vs NT$2.86 in 3Q 2021)Third quarter 2022 results: EPS: NT$5.57 (up from NT$2.86 in 3Q 2021). Revenue: NT$8.34b (up 66% from 3Q 2021). Net income: NT$638.5m (up 96% from 3Q 2021). Profit margin: 7.7% (up from 6.5% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 05Acter Group Corporation Limited Approves Cash Dividend for the Period from January 1, 2022 to June 30, 2022The board of directors of Acter Group Corporation Limited approved the cash dividend of TWD 3.5 per share for the period which dividends belong to January 1, 2022 to June 30, 2022. Total amount of cash dividends to shareholders of TWD 402,696,280.Buying Opportunity • Oct 12Now 20% undervaluedOver the last 90 days, the stock is up 5.9%. The fair value is estimated to be NT$120, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 10.0%.Buying Opportunity • Sep 26Now 23% undervaluedOver the last 90 days, the stock is up 5.6%. The fair value is estimated to be NT$129, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 10.0%.Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: NT$6.42 (vs NT$5.81 in 2Q 2021)Second quarter 2022 results: EPS: NT$6.42 (up from NT$5.81 in 2Q 2021). Revenue: NT$6.54b (up 20% from 2Q 2021). Net income: NT$367.7m (up 11% from 2Q 2021). Profit margin: 5.6% (down from 6.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 8% per year.Upcoming Dividend • Jun 23Upcoming dividend of NT$15.00 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 22 July 2022. Payout ratio is a comfortable 62% but the company is not cash flow positive. Trailing yield: 7.9%. Within top quartile of Taiwanese dividend payers (6.4%). Higher than average of industry peers (5.9%).Buying Opportunity • Jun 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.4%. The fair value is estimated to be NT$246, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 5.1%.Buying Opportunity • May 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be NT$246, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 5.1%.Reported Earnings • May 09First quarter 2022 earnings released: EPS: NT$6.16 (vs NT$3.13 in 1Q 2021)First quarter 2022 results: EPS: NT$6.16 (up from NT$3.13 in 1Q 2021). Revenue: NT$5.36b (up 50% from 1Q 2021). Net income: NT$352.8m (up 98% from 1Q 2021). Profit margin: 6.6% (up from 5.0% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.Price Target Changed • Apr 27Price target increased to NT$237Up from NT$212, the current price target is provided by 1 analyst. New target price is 18% above last closing price of NT$202. Stock is up 0.2% over the past year. The company posted earnings per share of NT$21.08 last year.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. Independent Director Qian Yang was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Price Target Changed • Mar 29Price target increased to NT$237Up from NT$212, the current price target is provided by 1 analyst. New target price is 14% above last closing price of NT$207. Stock is up 3.0% over the past year. The company posted earnings per share of NT$21.08 last year.Reported Earnings • Mar 02Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: NT$21.08 (up from NT$17.90 in FY 2020). Revenue: NT$20.2b (up 45% from FY 2020). Net income: NT$1.20b (up 24% from FY 2020). Profit margin: 6.0% (down from 6.9% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 8.2%, compared to a 14% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.お知らせ • Feb 26Acter Group Corporation Limited, Annual General Meeting, May 26, 2022Acter Group Corporation Limited, Annual General Meeting, May 26, 2022. Location: B2F, No.201, Sec. 2, Wenxin Rd., Xitun Dist Taichung City Taiwan Agenda: To report the distribution of 2021 employee and director compensation; to consider 2021 Business Report; to consider Audit Committees Review Report of 2021 Financial Statements; to consider the distribution of 2021 cash dividends; to consider 2021 Corporate governance report; to report the 2021 annual operation of Audit Committee and its communication with the company's chief internal auditor; to report the connection and reasonableness between the compensation policy of the directors and managerial officers and performance assessment results in 2021; and to transact other matters.お知らせ • Feb 25Acter Group Corporation Limited Approves Cash Dividend for the Period from January 1, 2021 to December 31, 2021The board of directors of Acter Group Corporation Limited approved the cash dividend of TWD 15 per share for the period which dividends belong to January 1, 2021 to December 31, 2021. Total amount of cash dividends to shareholders of TWD 859,029,270.Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS NT$5.71 (vs NT$3.48 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$5.03b (up 52% from 3Q 2020). Net income: NT$326.6m (up 73% from 3Q 2020). Profit margin: 6.5% (up from 5.7% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS NT$5.81 (vs NT$5.36 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: NT$5.44b (up 41% from 2Q 2020). Net income: NT$332.3m (up 14% from 2Q 2020). Profit margin: 6.1% (down from 7.5% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year and the company’s share price has also fallen by 5% per year.Upcoming Dividend • Jun 29Upcoming dividend of NT$12.00 per shareEligible shareholders must have bought the stock before 05 July 2021. Payment date: 23 July 2021. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (4.6%).Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$3.13 (vs NT$4.01 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: NT$3.58b (up 16% from 1Q 2020). Net income: NT$178.3m (down 18% from 1Q 2020). Profit margin: 5.0% (down from 7.1% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year and the company’s share price has also fallen by 2% per year.お知らせ • May 07Acter Group Corporation Limited Announces Cash Dividend, Payable on July 23, 2021Acter Group Corporation Limited announced cash dividend of NTD 686,240,904 for record date of July 11, 2021 and payable on July 23, 2021.分析記事 • Apr 12A Look At The Intrinsic Value Of Acter Group Corporation Limited (GTSM:5536)How far off is Acter Group Corporation Limited ( GTSM:5536 ) from its intrinsic value? Using the most recent financial...Reported Earnings • Mar 01Full year 2020 earnings released: EPS NT$17.90 (vs NT$19.16 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: NT$14.0b (up 10% from FY 2019). Net income: NT$970.1m (down 6.4% from FY 2019). Profit margin: 6.9% (down from 8.2% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year and the company’s share price has also increased by 1% per year.分析記事 • Mar 01Could Acter Group Corporation Limited (GTSM:5536) Have The Makings Of Another Dividend Aristocrat?Today we'll take a closer look at Acter Group Corporation Limited ( GTSM:5536 ) from a dividend investor's perspective...お知らせ • Feb 26Acter Group Corporation Limited, Annual General Meeting, May 28, 2021Acter Group Corporation Limited, Annual General Meeting, May 28, 2021. Location: B2F, No.201, Sec. 2, Wenxin Rd., Xitun Dist. SWEETEN PLAZA’s international hall) Taichung City Taiwan Agenda: To consider adoption of the 2020 business report and financial statements; to consider adoption of the proposal for distribution of 2020 profits; to amend “Rules of Procedure for Shareholder Meetings.”; to elect directors; and to consider other proposals.Is New 90 Day High Low • Feb 20New 90-day high: NT$199The company is up 3.0% from its price of NT$193 on 20 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Construction industry, which is up 1.0% over the same period.分析記事 • Jan 18Did You Participate In Any Of Acter Group's (GTSM:5536) Fantastic 287% Return ?When you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...お知らせ • Jan 05Acter Group Corporation Limited has completed a Follow-on Equity Offering in the amount of TWD 498 million.Acter Group Corporation Limited has completed a Follow-on Equity Offering in the amount of TWD 498 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 3,000,000 Price\Range: TWD 166 Transaction Features: Reserved Share Offering; Rights Offering分析記事 • Dec 23Should You Use Acter Group's (GTSM:5536) Statutory Earnings To Analyse It?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...分析記事 • Dec 08Is Weakness In Acter Group Corporation Limited (GTSM:5536) Stock A Sign That The Market Could be Wrong Given Its Strong Financial Prospects?It is hard to get excited after looking at Acter Group's (GTSM:5536) recent performance, when its stock has declined...分析記事 • Nov 23Is Acter Group (GTSM:5536) The Next Multi-Bagger?What are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS NT$3.48The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$3.32b (up 11% from 3Q 2019). Net income: NT$188.7m (down 24% from 3Q 2019). Profit margin: 5.7% (down from 8.3% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.Analyst Estimate Surprise Post Earnings • Nov 11Revenue misses expectationsRevenue missed analyst estimates by 8.4%.Is New 90 Day High Low • Oct 30New 90-day low: NT$188The company is down 3.0% from its price of NT$193 on 31 July 2020. The Taiwanese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 10.0% over the same period.業績と収益の成長予測TPEX:5536 - アナリストの将来予測と過去の財務データ ( )TWD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202759,775N/AN/A13,841112/31/202654,341N/AN/A9,05913/31/202644,5294,4677,2757,425N/A12/31/202541,4823,5275,6485,801N/A9/30/202540,0033,2702,9783,193N/A6/30/202536,5812,8773,4443,654N/A3/31/202533,3332,8321,3021,493N/A12/31/202430,2542,6172,0592,244N/A9/30/202427,3812,2163,4273,630N/A6/30/202426,2232,0963,3553,542N/A3/31/202424,9611,8194,0994,272N/A12/31/202325,0611,8384,1974,358N/A9/30/202326,4632,0692,9553,059N/A6/30/202328,3372,2003,7103,885N/A3/31/202328,4842,0272,7462,922N/A12/31/202228,2621,9331,5181,686N/A9/30/202226,4021,7261,2541,415N/A6/30/202223,0961,41438104N/A3/31/202221,9971,379-413-358N/A12/31/202120,2171,204-120-80N/A9/30/202117,7761,111542570N/A6/30/202116,059973-116-76N/A3/31/202114,473931648679N/A12/31/202013,977970625670N/A9/30/202013,4919571,1441,215N/A6/30/202013,1521,0161,4771,552N/A3/31/202012,9971,020747837N/A12/31/201912,6751,036N/A753N/A9/30/201912,184895N/A-924N/A6/30/201913,040948N/A63N/A3/31/201913,9491,084N/A35N/A12/31/201814,2211,049N/A1,487N/A9/30/201814,4941,136N/A2,490N/A6/30/201813,3691,020N/A1,871N/A3/31/201811,724834N/A1,591N/A12/31/201711,438842N/A1,070N/A9/30/201710,187748N/A631N/A6/30/201710,130700N/A465N/A3/31/20179,346567N/A1,419N/A12/31/20168,404436N/A1,302N/A9/30/20169,333440N/A1,282N/A6/30/20169,059396N/A1,328N/A3/31/20169,005438N/A886N/A12/31/20158,559416N/A300N/A9/30/20157,984370N/A-41N/A6/30/20157,553136N/A-120N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 5536の予測収益成長が 貯蓄率 ( 1.3% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 5536の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 5536の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 5536の収益 ( 16.1% ) TW市場 ( 18.8% ) よりも低い成長が予測されています。高い収益成長: 5536の収益 ( 16.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 5536の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 17:32終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Acter Group Corporation Limited 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関null nullCapital Securities CorporationLicheng ZhuangCapital Securities CorporationCrane NiKGI Securities Co. Ltd.1 その他のアナリストを表示
Price Target Changed • Aug 09Price target increased by 52% to NT$650Up from NT$427, the current price target is provided by 1 analyst. New target price is 11% above last closing price of NT$587. Stock is up 133% over the past year. The company posted earnings per share of NT$21.09 last year.
Price Target Changed • May 04Price target increased by 17% to NT$500Up from NT$427, the current price target is provided by 1 analyst. New target price is 24% above last closing price of NT$404. Stock is up 96% over the past year. The company posted earnings per share of NT$21.09 last year.
Price Target Changed • Mar 05Price target decreased by 26% to NT$427Down from NT$580, the current price target is provided by 1 analyst. New target price is 9.2% above last closing price of NT$391. Stock is up 101% over the past year. The company posted earnings per share of NT$15.03 last year.
Price Target Changed • Apr 27Price target increased to NT$237Up from NT$212, the current price target is provided by 1 analyst. New target price is 18% above last closing price of NT$202. Stock is up 0.2% over the past year. The company posted earnings per share of NT$21.08 last year.
Price Target Changed • Mar 29Price target increased to NT$237Up from NT$212, the current price target is provided by 1 analyst. New target price is 14% above last closing price of NT$207. Stock is up 3.0% over the past year. The company posted earnings per share of NT$21.08 last year.
Reported Earnings • May 18First quarter 2026 earnings released: EPS: NT$12.76 (vs NT$5.18 in 1Q 2025)First quarter 2026 results: EPS: NT$12.76 (up from NT$5.18 in 1Q 2025). Revenue: NT$11.6b (up 36% from 1Q 2025). Net income: NT$1.58b (up 146% from 1Q 2025). Profit margin: 14% (up from 7.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 32% growth forecast for the Construction industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 90% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • May 14Final dividend of NT$14.50 announcedShareholders will receive a dividend of NT$14.50. Ex-date: 6th July 2026 Payment date: 24th July 2026 Dividend yield will be 2.0%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 26% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • May 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$825, the stock trades at a trailing P/E ratio of 29x. Average forward P/E is 13x in the Construction industry in Taiwan. Total returns to shareholders of 596% over the past three years.
Buy Or Sell Opportunity • Apr 28Now 20% undervaluedOver the last 90 days, the stock has risen 34% to NT$881. The fair value is estimated to be NT$1,105, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 18%.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$820, the stock trades at a trailing P/E ratio of 28.8x. Average forward P/E is 13x in the Construction industry in Taiwan. Total returns to shareholders of 592% over the past three years.
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$801, the stock trades at a trailing P/E ratio of 28.2x. Average forward P/E is 13x in the Construction industry in Taiwan. Total returns to shareholders of 604% over the past three years.
Reported Earnings • Mar 09Full year 2025 earnings released: EPS: NT$28.42 (vs NT$21.09 in FY 2024)Full year 2025 results: EPS: NT$28.42 (up from NT$21.09 in FY 2024). Revenue: NT$41.5b (up 37% from FY 2024). Net income: NT$3.53b (up 35% from FY 2024). Profit margin: 8.5% (down from 8.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 29% growth forecast for the Construction industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 05Acter Group Corporation Limited, Annual General Meeting, May 28, 2026Acter Group Corporation Limited, Annual General Meeting, May 28, 2026. Location: b2 floor no,201, sec.2 wen hsin rd., hsi tun district, taichung city Taiwan
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$678, the stock trades at a trailing P/E ratio of 25.7x. Average forward P/E is 14x in the Construction industry in Taiwan. Total returns to shareholders of 658% over the past three years.
Upcoming Dividend • Jan 08Upcoming dividend of NT$5.50 per shareEligible shareholders must have bought the stock before 15 January 2026. Payment date: 04 February 2026. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (3.2%).
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$803, the stock trades at a trailing P/E ratio of 30.5x. Average forward P/E is 13x in the Construction industry in Taiwan. Total returns to shareholders of 813% over the past three years.
Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$8.22 (vs NT$5.06 in 3Q 2024)Third quarter 2025 results: EPS: NT$8.22 (up from NT$5.06 in 3Q 2024). Revenue: NT$11.0b (up 45% from 3Q 2024). Net income: NT$1.02b (up 63% from 3Q 2024). Profit margin: 9.2% (up from 8.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 88% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Nov 09First half dividend increased to NT$5.50Dividend of NT$5.50 is 10% higher than last year. Ex-date: 15th January 2026 Payment date: 4th February 2026 Dividend yield will be 2.1%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (43% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 33% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Oct 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$737, the stock trades at a trailing P/E ratio of 31.8x. Average forward P/E is 14x in the Construction industry in Taiwan. Total returns to shareholders of 829% over the past three years.
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$834, the stock trades at a trailing P/E ratio of 36x. Average forward P/E is 14x in the Construction industry in Taiwan. Total returns to shareholders of 849% over the past three years.
Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$892, the stock trades at a trailing P/E ratio of 38.5x. Average forward P/E is 14x in the Construction industry in Taiwan. Total returns to shareholders of 886% over the past three years.
Price Target Changed • Aug 09Price target increased by 52% to NT$650Up from NT$427, the current price target is provided by 1 analyst. New target price is 11% above last closing price of NT$587. Stock is up 133% over the past year. The company posted earnings per share of NT$21.09 last year.
Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$587, the stock trades at a trailing P/E ratio of 25.7x. Average forward P/E is 13x in the Construction industry in Taiwan. Total returns to shareholders of 607% over the past three years.
Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: NT$5.18 (vs NT$3.45 in 1Q 2024)First quarter 2025 results: EPS: NT$5.18 (up from NT$3.45 in 1Q 2024). Revenue: NT$8.56b (up 56% from 1Q 2024). Net income: NT$642.9m (up 50% from 1Q 2024). Profit margin: 7.5% (down from 7.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Construction industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 75% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jul 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risks Dividend is not well covered by cash flows (143% cash payout ratio). Share price has been volatile over the past 3 months (6.4% average weekly change).
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$467, the stock trades at a trailing P/E ratio of 20.4x. Average forward P/E is 13x in the Construction industry in Taiwan. Total returns to shareholders of 516% over the past three years.
Upcoming Dividend • Jun 27Upcoming dividend of NT$10.00 per shareEligible shareholders must have bought the stock before 04 July 2025. Payment date: 25 July 2025. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Lower than top quartile of Taiwanese dividend payers (5.2%). In line with average of industry peers (4.0%).
Declared Dividend • May 10Dividend increased to NT$10.00Dividend of NT$10.00 is 67% higher than last year. Ex-date: 4th July 2025 Payment date: 25th July 2025 Dividend yield will be 3.9%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (143% cash payout ratio). The dividend has increased by an average of 33% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 19% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Price Target Changed • May 04Price target increased by 17% to NT$500Up from NT$427, the current price target is provided by 1 analyst. New target price is 24% above last closing price of NT$404. Stock is up 96% over the past year. The company posted earnings per share of NT$21.09 last year.
お知らせ • May 01Acter Group Corporation Limited to Report Q1, 2025 Results on May 08, 2025Acter Group Corporation Limited announced that they will report Q1, 2025 results on May 08, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$288, the stock trades at a trailing P/E ratio of 13.7x. Average forward P/E is 11x in the Construction industry in Taiwan. Total returns to shareholders of 258% over the past three years.
Reported Earnings • Mar 08Full year 2024 earnings released: EPS: NT$21.09 (vs NT$15.03 in FY 2023)Full year 2024 results: EPS: NT$21.09 (up from NT$15.03 in FY 2023). Revenue: NT$30.3b (up 21% from FY 2023). Net income: NT$2.62b (up 42% from FY 2023). Profit margin: 8.7% (up from 7.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Construction industry in Asia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 05Acter Group Corporation Limited, Annual General Meeting, May 22, 2025Acter Group Corporation Limited, Annual General Meeting, May 22, 2025, at 09:00 Taipei Standard Time. Location: b2 floor no,201, sec.2 wen hsin rd., hsi tun district, taichung city Taiwan
Price Target Changed • Mar 05Price target decreased by 26% to NT$427Down from NT$580, the current price target is provided by 1 analyst. New target price is 9.2% above last closing price of NT$391. Stock is up 101% over the past year. The company posted earnings per share of NT$15.03 last year.
New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change).
お知らせ • Feb 28Acter Group Corporation Limited Announces Cash Dividend for the Second Half of 2024Acter Group Corporation Limited announced Cash dividends of TWD 10 per share for the second half of 2024. Total amount of cash dividends to shareholders: TWD 1,240,809,300. Period which dividends belong to: July 1, 2024 to December 31, 2024.
お知らせ • Feb 20Acter Group Corporation Limited to Report Q4, 2024 Results on Feb 27, 2025Acter Group Corporation Limited announced that they will report Q4, 2024 results on Feb 27, 2025
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$452, the stock trades at a trailing P/E ratio of 25.3x. Average forward P/E is 12x in the Construction industry in Taiwan. Total returns to shareholders of 424% over the past three years.
Upcoming Dividend • Dec 26Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 02 January 2025. Payment date: 17 January 2025. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (4.5%). Lower than average of industry peers (3.7%).
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$363, the stock trades at a trailing P/E ratio of 20.3x. Average forward P/E is 13x in the Construction industry in Taiwan. Total returns to shareholders of 352% over the past three years.
Declared Dividend • Nov 13Dividend increased to NT$5.00Dividend of NT$5.00 is 11% higher than last year. Ex-date: 2nd January 2025 Payment date: 17th January 2025 Dividend yield will be 3.5%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: NT$5.06 (vs NT$4.11 in 3Q 2023)Third quarter 2024 results: EPS: NT$5.06 (up from NT$4.11 in 3Q 2023). Revenue: NT$7.62b (up 18% from 3Q 2023). Net income: NT$628.0m (up 24% from 3Q 2023). Profit margin: 8.2% (up from 7.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Construction industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 09Acter Group Corporation Limited Announces the Dividend Distribution for the First Half Ended June 30, 2024, Payable on January 17, 2025Acter Group Corporation Limited announced the dividend distribution of TWD 5 per share or TWD 620,404,650 for the first half ended June 30, 2024. Ex-rights (Ex-dividend) date is January 2, 2025. Ex-rights (Ex-dividend) record date is January 8, 2025. Payment date of cash dividend distribution is January 17, 2025.
お知らせ • Nov 01Acter Group Corporation Limited to Report Q3, 2024 Results on Nov 08, 2024Acter Group Corporation Limited announced that they will report Q3, 2024 results on Nov 08, 2024
Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: NT$6.58 (vs NT$4.42 in 2Q 2023)Second quarter 2024 results: EPS: NT$6.58 (up from NT$4.42 in 2Q 2023). Revenue: NT$7.66b (up 20% from 2Q 2023). Net income: NT$816.9m (up 51% from 2Q 2023). Profit margin: 11% (up from 8.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the Construction industry in Asia. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Aug 07Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to NT$233. The fair value is estimated to be NT$186, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 22%.
お知らせ • Aug 01Acter Group Corporation Limited to Report Q2, 2024 Results on Aug 08, 2024Acter Group Corporation Limited announced that they will report Q2, 2024 results on Aug 08, 2024
Upcoming Dividend • Jun 27Upcoming dividend of NT$6.00 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 26 July 2024. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (3.5%).
Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Pi-Huei Wu was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 26Acter Group Corporation Limited Announces the Dismissal of the Nominating CommitteeActer Group Corporation Limited announced the dismissal of the Nominating Committee. Date of occurrence of the change: May 24, 2024. Name of the previous position holder: Liang, Chin-Li; Yang, Qian; Wang, Mao-Rong; Yeh, Hui-Hsin and Huang, Tzu-Pei. Liang, Chin-Li(Chairman, ACTER GROUP CORPORATION LIMITED); Yang, Qian (Honorary Professor, Institute of Business and Management, National Chiao Tung University); Wang, Mao-Rong (Representative, MJ Energy Master); Yeh, Hui-Hsin (Representative, Wei Chin CPAs & Co.) and Huang, Tzu-Pei (Lawyer, Meridian Attorneys-at-Law).
お知らせ • May 25+ 2 more updatesActer Group Corporation Limited Announces Changes to Audit CommitteeActer Group Corporation Limited announced changes to audit committee. Name and resume of the previous position holder: Yang, Qian (Honorary Professor, Institute of Business and Management, National Chiao Tung University), Wang, Mao-Rong (Representative, MJ Energy Master), Yeh, Hui-Hsin (Representative, Wei Chin CPAs & Co.) and Huang, Tzu-Pei (Lawyer, Meridian Attorneys-at-Law). Name and resume of the new position holder: Huang, Tzu-Pei (Lawyer, Meridian Attorneys-at-Law), Chi, Chih-Yi (Professor, Department of Finance, National Chung Hsing University), Chiu, Hui-Yin (Director, Weiyu United Accounting Firm) and Liang, Lien-Wen (Professor of Finance, Chinese Culture University). Reason for the change is Tenure expired rehire. Original term is from July 23, 2021 to July 22, 2024. Effective date of the new member is May 24, 2024.
Declared Dividend • May 22Dividend of NT$6.00 announcedShareholders will receive a dividend of NT$6.00. Ex-date: 4th July 2024 Payment date: 26th July 2024 Dividend yield will be 4.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 11First quarter 2024 earnings released: EPS: NT$3.45 (vs NT$3.75 in 1Q 2023)First quarter 2024 results: EPS: NT$3.45 (down from NT$3.75 in 1Q 2023). Revenue: NT$5.48b (down 1.8% from 1Q 2023). Net income: NT$427.8m (down 4.3% from 1Q 2023). Profit margin: 7.8% (down from 8.0% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the Construction industry in Asia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 02Acter Group Corporation Limited to Report Q1, 2024 Results on May 09, 2024Acter Group Corporation Limited announced that they will report Q1, 2024 results on May 09, 2024
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: NT$15.03 (vs NT$16.84 in FY 2022)Full year 2023 results: EPS: NT$15.03 (down from NT$16.84 in FY 2022). Revenue: NT$25.1b (down 11% from FY 2022). Net income: NT$1.84b (down 4.9% from FY 2022). Profit margin: 7.3% (up from 6.8% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 25% per year.
お知らせ • Feb 27Acter Group Corporation Limited, Annual General Meeting, May 24, 2024Acter Group Corporation Limited, Annual General Meeting, May 24, 2024. Location: SWEETEN PLAZA’s international hall, B2F, No.201, Sec. 2, Wenxin Rd., Xitun Dist., Taichung City Taiwan Agenda: To report the distribution of 2023 employee and director compensation; to report 2023 Business Report; to consider Audit Committee’s Review Report of 2023 Financial Statements; to report the distribution of 2023 cash dividends; to report 2023 Corporate governance report; to report the 2023 annual operation of Audit Committee and its communication with the company's chief internal auditor; to report the connection and reasonableness between the compensation policy of the directors and managerial officers and performance assessment results in 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 matters.
Upcoming Dividend • Jan 08Upcoming dividend of NT$4.50 per share at 7.1% yieldEligible shareholders must have bought the stock before 15 January 2024. Payment date: 02 February 2024. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 7.1%. Within top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (4.8%).
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: NT$4.11 (vs NT$5.57 in 3Q 2022)Third quarter 2023 results: EPS: NT$4.11 (down from NT$5.57 in 3Q 2022). Revenue: NT$6.46b (down 23% from 3Q 2022). Net income: NT$507.6m (down 21% from 3Q 2022). Profit margin: 7.9% (up from 7.7% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 6.6% p.a. on average during the next 2 years, while revenues in the Construction industry in Asia are expected to grow by 11%. 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 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 09Acter Group Corporation Limited Approves Dividend Payment for the First Half of 2023Acter Group Corporation Limited approved dividend of TWD 4.5 per share for the first half of 2023.
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: NT$4.42 (vs NT$3.21 in 2Q 2022)Second quarter 2023 results: EPS: NT$4.42 (up from NT$3.21 in 2Q 2022). Revenue: NT$6.40b (down 2.2% from 2Q 2022). Net income: NT$539.9m (up 47% from 2Q 2022). Profit margin: 8.4% (up from 5.6% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 29Upcoming dividend of NT$8.26 per share at 7.9% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 27 July 2023. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 7.9%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (5.6%).
お知らせ • May 12Acter Group Corporation Limited Announces Dividend for the Second Half of 2022, Payable on July 27, 2023Acter Group Corporation Limited announced dividend of TWD 1,012,987,908 per share for the second half of 2022. Ex-rights (Ex-dividend) date is July 06, 2023, Ex-rights (Ex-dividend) record date is July 12, 2023 and Payment date of cash dividend distribution is July 27, 2023.
Reported Earnings • Mar 04Full year 2022 earnings released: EPS: NT$16.84 (vs NT$10.54 in FY 2021)Full year 2022 results: EPS: NT$16.84 (up from NT$10.54 in FY 2021). Revenue: NT$28.3b (up 40% from FY 2021). Net income: NT$1.93b (up 61% from FY 2021). Profit margin: 6.8% (up from 6.0% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jan 31Upcoming dividend of NT$3.42 per share at 6.4% yieldEligible shareholders must have bought the stock before 07 February 2023. Payment date: 24 February 2023. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 6.4%. Lower than top quartile of Taiwanese dividend payers (6.6%). Higher than average of industry peers (5.3%).
お知らせ • Dec 28Acter Group Corporation Limited Announces Distribution of Dividends for the First Half of 2022, Payable on February 24, 2023Acter Group Corporation Limited announced distribution of dividends of TWD 402,696,280 for the first half of 2022. Payment date of cash dividend distribution on February 24, 2023 and Ex-rights (Ex-dividend) date is February 7, 2023.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Tzu-Pei Huang was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 08Third quarter 2022 earnings released: EPS: NT$5.57 (vs NT$2.86 in 3Q 2021)Third quarter 2022 results: EPS: NT$5.57 (up from NT$2.86 in 3Q 2021). Revenue: NT$8.34b (up 66% from 3Q 2021). Net income: NT$638.5m (up 96% from 3Q 2021). Profit margin: 7.7% (up from 6.5% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 05Acter Group Corporation Limited Approves Cash Dividend for the Period from January 1, 2022 to June 30, 2022The board of directors of Acter Group Corporation Limited approved the cash dividend of TWD 3.5 per share for the period which dividends belong to January 1, 2022 to June 30, 2022. Total amount of cash dividends to shareholders of TWD 402,696,280.
Buying Opportunity • Oct 12Now 20% undervaluedOver the last 90 days, the stock is up 5.9%. The fair value is estimated to be NT$120, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 10.0%.
Buying Opportunity • Sep 26Now 23% undervaluedOver the last 90 days, the stock is up 5.6%. The fair value is estimated to be NT$129, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 10.0%.
Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: NT$6.42 (vs NT$5.81 in 2Q 2021)Second quarter 2022 results: EPS: NT$6.42 (up from NT$5.81 in 2Q 2021). Revenue: NT$6.54b (up 20% from 2Q 2021). Net income: NT$367.7m (up 11% from 2Q 2021). Profit margin: 5.6% (down from 6.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 8% per year.
Upcoming Dividend • Jun 23Upcoming dividend of NT$15.00 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 22 July 2022. Payout ratio is a comfortable 62% but the company is not cash flow positive. Trailing yield: 7.9%. Within top quartile of Taiwanese dividend payers (6.4%). Higher than average of industry peers (5.9%).
Buying Opportunity • Jun 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.4%. The fair value is estimated to be NT$246, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 5.1%.
Buying Opportunity • May 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be NT$246, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 5.1%.
Reported Earnings • May 09First quarter 2022 earnings released: EPS: NT$6.16 (vs NT$3.13 in 1Q 2021)First quarter 2022 results: EPS: NT$6.16 (up from NT$3.13 in 1Q 2021). Revenue: NT$5.36b (up 50% from 1Q 2021). Net income: NT$352.8m (up 98% from 1Q 2021). Profit margin: 6.6% (up from 5.0% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.
Price Target Changed • Apr 27Price target increased to NT$237Up from NT$212, the current price target is provided by 1 analyst. New target price is 18% above last closing price of NT$202. Stock is up 0.2% over the past year. The company posted earnings per share of NT$21.08 last year.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. Independent Director Qian Yang was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Price Target Changed • Mar 29Price target increased to NT$237Up from NT$212, the current price target is provided by 1 analyst. New target price is 14% above last closing price of NT$207. Stock is up 3.0% over the past year. The company posted earnings per share of NT$21.08 last year.
Reported Earnings • Mar 02Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: NT$21.08 (up from NT$17.90 in FY 2020). Revenue: NT$20.2b (up 45% from FY 2020). Net income: NT$1.20b (up 24% from FY 2020). Profit margin: 6.0% (down from 6.9% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 8.2%, compared to a 14% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Feb 26Acter Group Corporation Limited, Annual General Meeting, May 26, 2022Acter Group Corporation Limited, Annual General Meeting, May 26, 2022. Location: B2F, No.201, Sec. 2, Wenxin Rd., Xitun Dist Taichung City Taiwan Agenda: To report the distribution of 2021 employee and director compensation; to consider 2021 Business Report; to consider Audit Committees Review Report of 2021 Financial Statements; to consider the distribution of 2021 cash dividends; to consider 2021 Corporate governance report; to report the 2021 annual operation of Audit Committee and its communication with the company's chief internal auditor; to report the connection and reasonableness between the compensation policy of the directors and managerial officers and performance assessment results in 2021; and to transact other matters.
お知らせ • Feb 25Acter Group Corporation Limited Approves Cash Dividend for the Period from January 1, 2021 to December 31, 2021The board of directors of Acter Group Corporation Limited approved the cash dividend of TWD 15 per share for the period which dividends belong to January 1, 2021 to December 31, 2021. Total amount of cash dividends to shareholders of TWD 859,029,270.
Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS NT$5.71 (vs NT$3.48 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$5.03b (up 52% from 3Q 2020). Net income: NT$326.6m (up 73% from 3Q 2020). Profit margin: 6.5% (up from 5.7% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS NT$5.81 (vs NT$5.36 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: NT$5.44b (up 41% from 2Q 2020). Net income: NT$332.3m (up 14% from 2Q 2020). Profit margin: 6.1% (down from 7.5% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year and the company’s share price has also fallen by 5% per year.
Upcoming Dividend • Jun 29Upcoming dividend of NT$12.00 per shareEligible shareholders must have bought the stock before 05 July 2021. Payment date: 23 July 2021. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (4.6%).
Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$3.13 (vs NT$4.01 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: NT$3.58b (up 16% from 1Q 2020). Net income: NT$178.3m (down 18% from 1Q 2020). Profit margin: 5.0% (down from 7.1% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year and the company’s share price has also fallen by 2% per year.
お知らせ • May 07Acter Group Corporation Limited Announces Cash Dividend, Payable on July 23, 2021Acter Group Corporation Limited announced cash dividend of NTD 686,240,904 for record date of July 11, 2021 and payable on July 23, 2021.
分析記事 • Apr 12A Look At The Intrinsic Value Of Acter Group Corporation Limited (GTSM:5536)How far off is Acter Group Corporation Limited ( GTSM:5536 ) from its intrinsic value? Using the most recent financial...
Reported Earnings • Mar 01Full year 2020 earnings released: EPS NT$17.90 (vs NT$19.16 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: NT$14.0b (up 10% from FY 2019). Net income: NT$970.1m (down 6.4% from FY 2019). Profit margin: 6.9% (down from 8.2% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year and the company’s share price has also increased by 1% per year.
分析記事 • Mar 01Could Acter Group Corporation Limited (GTSM:5536) Have The Makings Of Another Dividend Aristocrat?Today we'll take a closer look at Acter Group Corporation Limited ( GTSM:5536 ) from a dividend investor's perspective...
お知らせ • Feb 26Acter Group Corporation Limited, Annual General Meeting, May 28, 2021Acter Group Corporation Limited, Annual General Meeting, May 28, 2021. Location: B2F, No.201, Sec. 2, Wenxin Rd., Xitun Dist. SWEETEN PLAZA’s international hall) Taichung City Taiwan Agenda: To consider adoption of the 2020 business report and financial statements; to consider adoption of the proposal for distribution of 2020 profits; to amend “Rules of Procedure for Shareholder Meetings.”; to elect directors; and to consider other proposals.
Is New 90 Day High Low • Feb 20New 90-day high: NT$199The company is up 3.0% from its price of NT$193 on 20 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Construction industry, which is up 1.0% over the same period.
分析記事 • Jan 18Did You Participate In Any Of Acter Group's (GTSM:5536) Fantastic 287% Return ?When you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...
お知らせ • Jan 05Acter Group Corporation Limited has completed a Follow-on Equity Offering in the amount of TWD 498 million.Acter Group Corporation Limited has completed a Follow-on Equity Offering in the amount of TWD 498 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 3,000,000 Price\Range: TWD 166 Transaction Features: Reserved Share Offering; Rights Offering
分析記事 • Dec 23Should You Use Acter Group's (GTSM:5536) Statutory Earnings To Analyse It?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
分析記事 • Dec 08Is Weakness In Acter Group Corporation Limited (GTSM:5536) Stock A Sign That The Market Could be Wrong Given Its Strong Financial Prospects?It is hard to get excited after looking at Acter Group's (GTSM:5536) recent performance, when its stock has declined...
分析記事 • Nov 23Is Acter Group (GTSM:5536) The Next Multi-Bagger?What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS NT$3.48The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$3.32b (up 11% from 3Q 2019). Net income: NT$188.7m (down 24% from 3Q 2019). Profit margin: 5.7% (down from 8.3% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue misses expectationsRevenue missed analyst estimates by 8.4%.
Is New 90 Day High Low • Oct 30New 90-day low: NT$188The company is down 3.0% from its price of NT$193 on 31 July 2020. The Taiwanese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 10.0% over the same period.