Longwell（6290）株式概要ロングウェル社は、台湾、中国、米国、日本、および海外で電源コード、ケーブルアセンブリ、充電器プラグを製造・販売している。 詳細6290 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績5/6財務の健全性5/6配当金3/6報酬収益は年間17.69%増加すると予測されています 過去1年間で収益は25.8%増加しました リスク分析2.66%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る6290 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW487,586 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA487,586 investors already sharing narrativesYour Fair ValueNT$Current PriceNT$233.0013.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture018b2016201920222025202620282031Revenue NT$18.2bEarnings NT$2.5bAdvancedSet Fair ValueView all narrativesLongwell Company 競合他社AcBel PolytechSymbol: TWSE:6282Market cap: NT$40.1bTa Ya Electric Wire & CableSymbol: TWSE:1609Market cap: NT$28.5bAllis ElectricLtdSymbol: TWSE:1514Market cap: NT$28.6bChicony Power TechnologySymbol: TWSE:6412Market cap: NT$32.9b価格と性能株価の高値、安値、推移の概要Longwell過去の株価現在の株価NT$233.0052週高値NT$375.0052週安値NT$96.20ベータ1.211ヶ月の変化-22.46%3ヶ月変化-18.39%1年変化122.97%3年間の変化278.25%5年間の変化266.93%IPOからの変化1,016.54%最新ニュースValuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to NT$232, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Electrical industry in Taiwan. Total returns to shareholders of 313% over the past three years.Upcoming Dividend • Jul 16Upcoming dividend of NT$6.19 per shareEligible shareholders must have bought the stock before 23 July 2026. Payment date: 19 August 2026. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Taiwanese dividend payers (5.0%). In line with average of industry peers (2.6%).Declared Dividend • Jun 27Dividend increased to NT$6.20Dividend of NT$6.20 is 24% higher than last year. Ex-date: 23rd July 2026 Payment date: 19th August 2026 Dividend yield will be 2.1%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (130% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.6% 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 • Jun 10Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$302, the stock trades at a trailing P/E ratio of 35x. Average trailing P/E is 25x in the Electrical industry in Taiwan. Total returns to shareholders of 478% over the past three years.Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$332, the stock trades at a trailing P/E ratio of 38.5x. Average trailing P/E is 24x in the Electrical industry in Taiwan. Total returns to shareholders of 560% over the past three years.Reported Earnings • May 09First quarter 2026 earnings released: EPS: NT$2.00 (vs NT$2.57 in 1Q 2025)First quarter 2026 results: EPS: NT$2.00. Revenue: NT$2.61b (up 12% from 1Q 2025). Net income: NT$453.2m (up 11% from 1Q 2025). Profit margin: 17% (in line with 1Q 2025).最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to NT$232, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Electrical industry in Taiwan. Total returns to shareholders of 313% over the past three years.Upcoming Dividend • Jul 16Upcoming dividend of NT$6.19 per shareEligible shareholders must have bought the stock before 23 July 2026. Payment date: 19 August 2026. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Taiwanese dividend payers (5.0%). In line with average of industry peers (2.6%).Declared Dividend • Jun 27Dividend increased to NT$6.20Dividend of NT$6.20 is 24% higher than last year. Ex-date: 23rd July 2026 Payment date: 19th August 2026 Dividend yield will be 2.1%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (130% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.6% 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 • Jun 10Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$302, the stock trades at a trailing P/E ratio of 35x. Average trailing P/E is 25x in the Electrical industry in Taiwan. Total returns to shareholders of 478% over the past three years.Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$332, the stock trades at a trailing P/E ratio of 38.5x. Average trailing P/E is 24x in the Electrical industry in Taiwan. Total returns to shareholders of 560% over the past three years.Reported Earnings • May 09First quarter 2026 earnings released: EPS: NT$2.00 (vs NT$2.57 in 1Q 2025)First quarter 2026 results: EPS: NT$2.00. Revenue: NT$2.61b (up 12% from 1Q 2025). Net income: NT$453.2m (up 11% from 1Q 2025). Profit margin: 17% (in line with 1Q 2025).Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 35%After last week's 35% share price gain to NT$317, the stock trades at a trailing P/E ratio of 38x. Average trailing P/E is 28x in the Electrical industry in Taiwan. Total returns to shareholders of 484% over the past three years.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$221, the stock trades at a trailing P/E ratio of 26.5x. Average trailing P/E is 27x in the Electrical industry in Taiwan. Total returns to shareholders of 253% over the past three years.Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$8.73 (vs NT$6.41 in FY 2024)Full year 2025 results: EPS: NT$8.73 (up from NT$6.41 in FY 2024). Revenue: NT$10.2b (up 26% from FY 2024). Net income: NT$1.41b (up 39% from FY 2024). Profit margin: 14% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. 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 47% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 10Longwell Company, Annual General Meeting, May 25, 2026Longwell Company, Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 5 floor no,2, sec.3 pa to rd., songshan district, taipei city TaiwanValuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$227, the stock trades at a trailing P/E ratio of 27.8x. Average trailing P/E is 25x in the Electrical industry in Taiwan. Total returns to shareholders of 249% over the past three years.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$187, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 24x in the Electrical industry in Taiwan. Total returns to shareholders of 230% over the past three years.Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$2.57 (vs NT$0.75 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.57 (up from NT$0.75 in 3Q 2024). Revenue: NT$2.53b (up 18% from 3Q 2024). Net income: NT$411.2m (up 247% from 3Q 2024). Profit margin: 16% (up from 5.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$179, the stock trades at a trailing P/E ratio of 27.7x. Average trailing P/E is 28x in the Electrical industry in Taiwan. Total returns to shareholders of 284% over the past three years.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$1.06 (vs NT$1.86 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.06 (down from NT$1.86 in 2Q 2024). Revenue: NT$2.61b (up 36% from 2Q 2024). Net income: NT$168.3m (down 43% from 2Q 2024). Profit margin: 6.4% (down from 15% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 17Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 24 July 2025. Payment date: 20 August 2025. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 4.8%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.7%).New Risk • Jul 11New 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 6.7% 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 (29% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.7% average weekly change).Declared Dividend • Jun 28Dividend of NT$5.00 announcedShareholders will receive a dividend of NT$5.00. Ex-date: 24th July 2025 Payment date: 20th August 2025 Dividend yield will be 5.3%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (69% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • May 12Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 5.8% to NT$93.20. The fair value is estimated to be NT$74.63, 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 21%.Reported Earnings • May 10First quarter 2025 earnings released: EPS: NT$2.56 (vs NT$1.70 in 1Q 2024)First quarter 2025 results: EPS: NT$2.56 (up from NT$1.70 in 1Q 2024). Revenue: NT$2.34b (up 35% from 1Q 2024). Net income: NT$407.6m (up 54% from 1Q 2024). Profit margin: 17% (up from 15% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 20% per year.お知らせ • May 01Longwell Company to Report Q1, 2025 Results on May 09, 2025Longwell Company announced that they will report Q1, 2025 results on May 09, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$68.10, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 17x in the Electrical industry in Taiwan. Total returns to shareholders of 53% over the past three years.Buy Or Sell Opportunity • Mar 26Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to NT$89.90. The fair value is estimated to be NT$73.78, 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 21%.お知らせ • Mar 14Longwell Company, Annual General Meeting, May 28, 2025Longwell Company, Annual General Meeting, May 28, 2025, at 09:00 Taipei Standard Time. Location: 5 floor no,2, sec.3 pa to rd., songshan district, taipei city TaiwanReported Earnings • Mar 14Full year 2024 earnings released: EPS: NT$6.41 (vs NT$4.17 in FY 2023)Full year 2024 results: EPS: NT$6.41 (up from NT$4.17 in FY 2023). Revenue: NT$8.04b (up 9.2% from FY 2023). Net income: NT$1.01b (up 59% from FY 2023). Profit margin: 13% (up from 8.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year.お知らせ • Mar 11Longwell Company announced that it expects to receive TWD 800 million in fundingLongwell Company announced a private placemen to issue Zero Coupon Series 10 Unsecured Convertible Bond for gross proceeds of TWD 800,000,000 on March 10, 2025. The transaction has been approved by shareholders of company. The bonds bears zero coupon rate, matures after 3 years.お知らせ • Mar 01Longwell Company to Report Q4, 2024 Results on Mar 10, 2025Longwell Company announced that they will report Q4, 2024 results on Mar 10, 2025Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: NT$0.75 (vs NT$2.64 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.75 (down from NT$2.64 in 3Q 2023). Revenue: NT$2.15b (up 7.3% from 3Q 2023). Net income: NT$118.6m (down 71% from 3Q 2023). Profit margin: 5.5% (down from 20% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.New Risk • Aug 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. 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. Shareholders have been diluted in the past year (2.9% increase in shares outstanding).Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$1.86 (vs NT$0.76 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.86 (up from NT$0.76 in 2Q 2023). Revenue: NT$1.92b (up 7.4% from 2Q 2023). Net income: NT$294.8m (up 152% from 2Q 2023). Profit margin: 15% (up from 6.6% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year.お知らせ • Aug 02Longwell Company to Report Q2, 2024 Results on Aug 09, 2024Longwell Company announced that they will report Q2, 2024 results on Aug 09, 2024Board Change • Aug 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Director Yu-Mi Huang was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Upcoming Dividend • Jul 17Upcoming dividend of NT$2.97 per shareEligible shareholders must have bought the stock before 24 July 2024. Payment date: 21 August 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.2%).Declared Dividend • Jun 28Dividend increased to NT$3.00Dividend of NT$3.00 is 42% higher than last year. Ex-date: 24th July 2024 Payment date: 21st August 2024 Dividend yield will be 3.4%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 7.0% 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.Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$1.70 (vs NT$0.49 in 1Q 2023)First quarter 2024 results: EPS: NT$1.70 (up from NT$0.49 in 1Q 2023). Revenue: NT$1.74b (up 9.4% from 1Q 2023). Net income: NT$264.3m (up 264% from 1Q 2023). Profit margin: 15% (up from 4.6% in 1Q 2023). The increase in margin was primarily 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 10% per year.お知らせ • Apr 28Longwell Company to Report Q1, 2024 Results on May 06, 2024Longwell Company announced that they will report Q1, 2024 results on May 06, 2024New Risk • Apr 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.4% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (5.8% increase in shares outstanding).Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$106, the stock trades at a trailing P/E ratio of 25.6x. Average trailing P/E is 25x in the Electrical industry in Taiwan. Total returns to shareholders of 66% over the past three years.Reported Earnings • Mar 18Full year 2023 earnings released: EPS: NT$4.17 (vs NT$5.50 in FY 2022)Full year 2023 results: EPS: NT$4.17 (down from NT$5.50 in FY 2022). Revenue: NT$7.36b (down 5.5% from FY 2022). Net income: NT$636.5m (down 22% from FY 2022). Profit margin: 8.6% (down from 10% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 12Longwell Company, Annual General Meeting, Jun 18, 2024Longwell Company, Annual General Meeting, Jun 18, 2024. Location: No. 2, Sec. 3, Bade Rd., Songshan Dist., TCA Convention Center Taipei City Taiwan Agenda: To consider 2023 Business Report; to consider Audit committee' review report for the year of 2023; to consider Report on 2023 Employees Compensation and Directors Remuneration; to consider adoption of 2023 Financial Statements; to consider adoption of the Proposal of 2023 Earnings Distribution; to consider discussions of the Amendments to the Company's Articles of Incorporation; and to consider other matters.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). Shareholders have been diluted in the past year (4.1% increase in shares outstanding).Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$78.90, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 20x in the Electrical industry in Taiwan. Total returns to shareholders of 63% over the past three years.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: NT$2.64 (vs NT$1.91 in 3Q 2022)Third quarter 2023 results: EPS: NT$2.64 (up from NT$1.91 in 3Q 2022). Revenue: NT$2.01b (down 2.3% from 3Q 2022). Net income: NT$405.7m (up 44% from 3Q 2022). Profit margin: 20% (up from 14% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.Reported Earnings • Aug 13Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: NT$0.76 (down from NT$1.18 in 2Q 2022). Revenue: NT$1.79b (down 13% from 2Q 2022). Net income: NT$117.1m (down 33% from 2Q 2022). Profit margin: 6.6% (down from 8.6% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates by 41%. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 17Upcoming dividend of NT$2.11 per share at 3.2% yieldEligible shareholders must have bought the stock before 24 July 2023. Payment date: 18 August 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (3.0%).New Risk • Jun 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. 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. Shareholders have been diluted in the past year (4.1% increase in shares outstanding).Reported Earnings • Mar 27Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: NT$5.50 (up from NT$3.05 in FY 2021). Revenue: NT$7.79b (down 3.1% from FY 2021). Net income: NT$812.9m (up 80% from FY 2021). Profit margin: 10% (up from 5.6% in FY 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$70.30, the stock trades at a trailing P/E ratio of 15.5x. Average trailing P/E is 13x in the Electrical industry in Taiwan. Total returns to shareholders of 34% over the past three years.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Ouyang Hong was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$1.18 (vs NT$1.03 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.18 (up from NT$1.03 in 2Q 2021). Revenue: NT$2.04b (up 2.0% from 2Q 2021). Net income: NT$174.9m (up 14% from 2Q 2021). Profit margin: 8.6% (up from 7.6% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Aug 13Longwell Company Appoints Sandy Ning as Chief Information Security OfficerLongwell Company appointed Sandy Ning /Chief Financial and Accounting Officer as Chief Information Security Officer. Effective date is August 12, 2022.Upcoming Dividend • Jul 21Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 26 August 2022. Payout ratio is a comfortable 73% but the company is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (6.7%). In line with average of industry peers (3.7%).Reported Earnings • May 16First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$1.00 (down from NT$1.31 in 1Q 2021). Revenue: NT$1.84b (up 2.6% from 1Q 2021). Net income: NT$148.4m (down 23% from 1Q 2021). Profit margin: 8.1% (down from 11% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 22%. Earnings per share (EPS) exceeded analyst estimates by 16%. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.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. 4 experienced directors. 7 highly experienced directors. Supervisor Ronnie Chang 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.Reported Earnings • Mar 31Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: NT$3.05 (down from NT$4.71 in FY 2020). Revenue: NT$8.04b (up 22% from FY 2020). Net income: NT$451.2m (down 34% from FY 2020). Profit margin: 5.6% (down from 10% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 22%. Earnings per share (EPS) exceeded analyst estimates by 16%. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.29 (vs NT$1.48 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$2.07b (up 12% from 3Q 2020). Net income: NT$42.9m (down 80% from 3Q 2020). Profit margin: 2.1% (down from 12% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year and the company’s share price has also increased by 28% per year.Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$1.03 (vs NT$1.50 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$2.00b (up 16% from 2Q 2020). Net income: NT$152.8m (down 29% from 2Q 2020). Profit margin: 7.6% (down from 13% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 28Upcoming dividend of NT$3.50 per shareEligible shareholders must have bought the stock before 04 August 2021. Payment date: 31 August 2021. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (3.3%).Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improved over the past weekAfter last week's 25% share price gain to NT$82.20, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 15x in the Electrical industry in Taiwan. Total returns to shareholders of 111% over the past three years.Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$1.31 (vs NT$0.34 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$1.79b (up 44% from 1Q 2020). Net income: NT$193.4m (up 301% from 1Q 2020). Profit margin: 11% (up from 3.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$63.60, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 19x in the Electrical industry in Taiwan. Total returns to shareholders of 88% over the past three years.分析記事 • Apr 30Key Things To Watch Out For If You Are After Longwell Company's (GTSM:6290) 4.7% DividendToday we'll take a closer look at Longwell Company ( GTSM:6290 ) from a dividend investor's perspective. Owning a...分析記事 • Apr 08Longwell's (GTSM:6290) Returns On Capital Are Heading HigherWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$72.70, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 17x in the Electrical industry in Taiwan. Total returns to shareholders of 76% over the past three years.Reported Earnings • Mar 27Full year 2020 earnings released: EPS NT$4.71 (vs NT$6.35 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$6.60b (down 5.9% from FY 2019). Net income: NT$685.7m (down 24% from FY 2019). Profit margin: 10% (down from 13% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 11Shareholders Of Longwell (GTSM:6290) Must Be Happy With Their 127% Total ReturnWhen you buy and hold a stock for the long term, you definitely want it to provide a positive return. Furthermore...分析記事 • Feb 24Longwell Company's (GTSM:6290) Stock Been Rising: Are Strong Financials Guiding The Market?Longwell's (GTSM:6290) stock is up by 3.2% over the past week. Since the market usually pay for a company’s long-term...Is New 90 Day High Low • Feb 23New 90-day high: NT$56.50The company is up 3.0% from its price of NT$54.70 on 25 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 14% over the same period.分析記事 • Feb 09Longwell (GTSM:6290) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Jan 26Should You Or Shouldn't You: A Dividend Analysis on Longwell Company (GTSM:6290)Is Longwell Company ( GTSM:6290 ) a good dividend stock? How can we tell? Dividend paying companies with growing...Is New 90 Day High Low • Jan 20New 90-day low: NT$50.80The company is down 3.0% from its price of NT$52.60 on 23 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 10.0% over the same period.分析記事 • Jan 08Is Longwell (GTSM:6290) A Future Multi-bagger?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...分析記事 • Dec 24Calculating The Fair Value Of Longwell Company (GTSM:6290)In this article we are going to estimate the intrinsic value of Longwell Company ( GTSM:6290 ) by taking the expected...分析記事 • Dec 09Shareholders Of Longwell (GTSM:6290) Must Be Happy With Their 124% Total ReturnThe main point of investing for the long term is to make money. But more than that, you probably want to see it rise...分析記事 • Nov 24Longwell Company's (GTSM:6290) Recent Stock Performance Looks Decent- Can Strong Fundamentals Be the Reason?Longwell's (GTSM:6290) stock up by 4.0% over the past month. Since the market usually pay for a company’s long-term...Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS NT$1.48The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$1.84b (up 4.5% from 3Q 2019). Net income: NT$217.1m (down 21% from 3Q 2019). Profit margin: 12% (down from 16% 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 50% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Oct 30New 90-day low: NT$51.20The company is down 6.0% from its price of NT$54.30 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 Electrical industry, which is up 14% over the same period.Is New 90 Day High Low • Sep 25New 90-day low: NT$52.00The company is down 8.0% from its price of NT$56.70 on 24 June 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 9.0% over the same period.株主還元6290TW ElectricalTW 市場7D-2.7%5.8%2.1%1Y123.0%26.8%84.8%株主還元を見る業界別リターン: 6290過去 1 年間で26.8 % の収益を上げたTW Electrical業界を上回りました。リターン対市場: 6290過去 1 年間で84.8 % の収益を上げたTW市場を上回りました。価格変動Is 6290's price volatile compared to industry and market?6290 volatility6290 Average Weekly Movement8.5%Electrical Industry Average Movement6.8%Market Average Movement6.3%10% most volatile stocks in TW Market11.9%10% least volatile stocks in TW Market2.7%安定した株価: 6290 、 TW市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 6290の 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1972n/an/awww.longwell.comロングウェルカンパニーは、台湾、中国、米国、日本、および海外で電源コード、ケーブルアセンブリ、充電器プラグを製造・販売している。生ケーブル、電源コード、充電カプラー、ハイアンプケーブル、ジャンパーコード、データケーブル、ダックヘッドケーブル、編組電源コード、ワイヤーハーネス、タイプC製品を提供している。また、通信アクセサリーの製造、サービス、販売、PVC製品、プラグインサート、プラスチック、ハードウェア製品の製造も行っている。電気自動車、データセンター、コンピュータ周辺機器、スマート家電、IoT家電、スマートフォンなど、様々なアプリケーションにサービスを提供している。1972年に設立され、本社は台湾の台北市にある。もっと見るLongwell Company 基礎のまとめLongwell の収益と売上を時価総額と比較するとどうか。6290 基礎統計学時価総額NT$39.49b収益（TTM）NT$1.45b売上高(TTM)NT$10.43b27.2xPER（株価収益率3.8xP/Sレシオ6290 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計6290 損益計算書（TTM）収益NT$10.43b売上原価NT$7.11b売上総利益NT$3.32bその他の費用NT$1.86b収益NT$1.45b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）8.57グロス・マージン31.80%純利益率13.92%有利子負債／自己資本比率16.3%6290 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.7%現在の配当利回り70%配当性向6290 配当は確実ですか？6290 配当履歴とベンチマークを見る6290 、いつまでに購入すれば配当金を受け取れますか？Longwell 配当日配当落ち日Jul 23 2026配当支払日Aug 19 2026配当落ちまでの日数5 days配当支払日までの日数22 days6290 配当は確実ですか？6290 配当履歴とベンチマークを見るView Valuation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2026/07/27 20:55終値2026/07/27 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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Longwell Company 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Meizhen WangCapital Securities CorporationMeifen ChenKGI Securities Co. Ltd.Alice SuMasterlink Securities Investment Advisory1 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to NT$232, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Electrical industry in Taiwan. Total returns to shareholders of 313% over the past three years.
Upcoming Dividend • Jul 16Upcoming dividend of NT$6.19 per shareEligible shareholders must have bought the stock before 23 July 2026. Payment date: 19 August 2026. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Taiwanese dividend payers (5.0%). In line with average of industry peers (2.6%).
Declared Dividend • Jun 27Dividend increased to NT$6.20Dividend of NT$6.20 is 24% higher than last year. Ex-date: 23rd July 2026 Payment date: 19th August 2026 Dividend yield will be 2.1%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (130% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.6% 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 • Jun 10Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$302, the stock trades at a trailing P/E ratio of 35x. Average trailing P/E is 25x in the Electrical industry in Taiwan. Total returns to shareholders of 478% over the past three years.
Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$332, the stock trades at a trailing P/E ratio of 38.5x. Average trailing P/E is 24x in the Electrical industry in Taiwan. Total returns to shareholders of 560% over the past three years.
Reported Earnings • May 09First quarter 2026 earnings released: EPS: NT$2.00 (vs NT$2.57 in 1Q 2025)First quarter 2026 results: EPS: NT$2.00. Revenue: NT$2.61b (up 12% from 1Q 2025). Net income: NT$453.2m (up 11% from 1Q 2025). Profit margin: 17% (in line with 1Q 2025).
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to NT$232, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Electrical industry in Taiwan. Total returns to shareholders of 313% over the past three years.
Upcoming Dividend • Jul 16Upcoming dividend of NT$6.19 per shareEligible shareholders must have bought the stock before 23 July 2026. Payment date: 19 August 2026. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Taiwanese dividend payers (5.0%). In line with average of industry peers (2.6%).
Declared Dividend • Jun 27Dividend increased to NT$6.20Dividend of NT$6.20 is 24% higher than last year. Ex-date: 23rd July 2026 Payment date: 19th August 2026 Dividend yield will be 2.1%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (130% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.6% 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 • Jun 10Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$302, the stock trades at a trailing P/E ratio of 35x. Average trailing P/E is 25x in the Electrical industry in Taiwan. Total returns to shareholders of 478% over the past three years.
Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$332, the stock trades at a trailing P/E ratio of 38.5x. Average trailing P/E is 24x in the Electrical industry in Taiwan. Total returns to shareholders of 560% over the past three years.
Reported Earnings • May 09First quarter 2026 earnings released: EPS: NT$2.00 (vs NT$2.57 in 1Q 2025)First quarter 2026 results: EPS: NT$2.00. Revenue: NT$2.61b (up 12% from 1Q 2025). Net income: NT$453.2m (up 11% from 1Q 2025). Profit margin: 17% (in line with 1Q 2025).
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 35%After last week's 35% share price gain to NT$317, the stock trades at a trailing P/E ratio of 38x. Average trailing P/E is 28x in the Electrical industry in Taiwan. Total returns to shareholders of 484% over the past three years.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$221, the stock trades at a trailing P/E ratio of 26.5x. Average trailing P/E is 27x in the Electrical industry in Taiwan. Total returns to shareholders of 253% over the past three years.
Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$8.73 (vs NT$6.41 in FY 2024)Full year 2025 results: EPS: NT$8.73 (up from NT$6.41 in FY 2024). Revenue: NT$10.2b (up 26% from FY 2024). Net income: NT$1.41b (up 39% from FY 2024). Profit margin: 14% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. 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 47% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 10Longwell Company, Annual General Meeting, May 25, 2026Longwell Company, Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 5 floor no,2, sec.3 pa to rd., songshan district, taipei city Taiwan
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$227, the stock trades at a trailing P/E ratio of 27.8x. Average trailing P/E is 25x in the Electrical industry in Taiwan. Total returns to shareholders of 249% over the past three years.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$187, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 24x in the Electrical industry in Taiwan. Total returns to shareholders of 230% over the past three years.
Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$2.57 (vs NT$0.75 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.57 (up from NT$0.75 in 3Q 2024). Revenue: NT$2.53b (up 18% from 3Q 2024). Net income: NT$411.2m (up 247% from 3Q 2024). Profit margin: 16% (up from 5.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$179, the stock trades at a trailing P/E ratio of 27.7x. Average trailing P/E is 28x in the Electrical industry in Taiwan. Total returns to shareholders of 284% over the past three years.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$1.06 (vs NT$1.86 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.06 (down from NT$1.86 in 2Q 2024). Revenue: NT$2.61b (up 36% from 2Q 2024). Net income: NT$168.3m (down 43% from 2Q 2024). Profit margin: 6.4% (down from 15% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 17Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 24 July 2025. Payment date: 20 August 2025. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 4.8%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.7%).
New Risk • Jul 11New 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 6.7% 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 (29% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.7% average weekly change).
Declared Dividend • Jun 28Dividend of NT$5.00 announcedShareholders will receive a dividend of NT$5.00. Ex-date: 24th July 2025 Payment date: 20th August 2025 Dividend yield will be 5.3%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (69% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • May 12Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 5.8% to NT$93.20. The fair value is estimated to be NT$74.63, 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 21%.
Reported Earnings • May 10First quarter 2025 earnings released: EPS: NT$2.56 (vs NT$1.70 in 1Q 2024)First quarter 2025 results: EPS: NT$2.56 (up from NT$1.70 in 1Q 2024). Revenue: NT$2.34b (up 35% from 1Q 2024). Net income: NT$407.6m (up 54% from 1Q 2024). Profit margin: 17% (up from 15% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 20% per year.
お知らせ • May 01Longwell Company to Report Q1, 2025 Results on May 09, 2025Longwell Company announced that they will report Q1, 2025 results on May 09, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$68.10, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 17x in the Electrical industry in Taiwan. Total returns to shareholders of 53% over the past three years.
Buy Or Sell Opportunity • Mar 26Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to NT$89.90. The fair value is estimated to be NT$73.78, 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 21%.
お知らせ • Mar 14Longwell Company, Annual General Meeting, May 28, 2025Longwell Company, Annual General Meeting, May 28, 2025, at 09:00 Taipei Standard Time. Location: 5 floor no,2, sec.3 pa to rd., songshan district, taipei city Taiwan
Reported Earnings • Mar 14Full year 2024 earnings released: EPS: NT$6.41 (vs NT$4.17 in FY 2023)Full year 2024 results: EPS: NT$6.41 (up from NT$4.17 in FY 2023). Revenue: NT$8.04b (up 9.2% from FY 2023). Net income: NT$1.01b (up 59% from FY 2023). Profit margin: 13% (up from 8.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Mar 11Longwell Company announced that it expects to receive TWD 800 million in fundingLongwell Company announced a private placemen to issue Zero Coupon Series 10 Unsecured Convertible Bond for gross proceeds of TWD 800,000,000 on March 10, 2025. The transaction has been approved by shareholders of company. The bonds bears zero coupon rate, matures after 3 years.
お知らせ • Mar 01Longwell Company to Report Q4, 2024 Results on Mar 10, 2025Longwell Company announced that they will report Q4, 2024 results on Mar 10, 2025
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: NT$0.75 (vs NT$2.64 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.75 (down from NT$2.64 in 3Q 2023). Revenue: NT$2.15b (up 7.3% from 3Q 2023). Net income: NT$118.6m (down 71% from 3Q 2023). Profit margin: 5.5% (down from 20% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. 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. Shareholders have been diluted in the past year (2.9% increase in shares outstanding).
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$1.86 (vs NT$0.76 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.86 (up from NT$0.76 in 2Q 2023). Revenue: NT$1.92b (up 7.4% from 2Q 2023). Net income: NT$294.8m (up 152% from 2Q 2023). Profit margin: 15% (up from 6.6% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year.
お知らせ • Aug 02Longwell Company to Report Q2, 2024 Results on Aug 09, 2024Longwell Company announced that they will report Q2, 2024 results on Aug 09, 2024
Board Change • Aug 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Director Yu-Mi Huang was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Upcoming Dividend • Jul 17Upcoming dividend of NT$2.97 per shareEligible shareholders must have bought the stock before 24 July 2024. Payment date: 21 August 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.2%).
Declared Dividend • Jun 28Dividend increased to NT$3.00Dividend of NT$3.00 is 42% higher than last year. Ex-date: 24th July 2024 Payment date: 21st August 2024 Dividend yield will be 3.4%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 7.0% 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.
Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$1.70 (vs NT$0.49 in 1Q 2023)First quarter 2024 results: EPS: NT$1.70 (up from NT$0.49 in 1Q 2023). Revenue: NT$1.74b (up 9.4% from 1Q 2023). Net income: NT$264.3m (up 264% from 1Q 2023). Profit margin: 15% (up from 4.6% in 1Q 2023). The increase in margin was primarily 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 10% per year.
お知らせ • Apr 28Longwell Company to Report Q1, 2024 Results on May 06, 2024Longwell Company announced that they will report Q1, 2024 results on May 06, 2024
New Risk • Apr 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.4% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (5.8% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$106, the stock trades at a trailing P/E ratio of 25.6x. Average trailing P/E is 25x in the Electrical industry in Taiwan. Total returns to shareholders of 66% over the past three years.
Reported Earnings • Mar 18Full year 2023 earnings released: EPS: NT$4.17 (vs NT$5.50 in FY 2022)Full year 2023 results: EPS: NT$4.17 (down from NT$5.50 in FY 2022). Revenue: NT$7.36b (down 5.5% from FY 2022). Net income: NT$636.5m (down 22% from FY 2022). Profit margin: 8.6% (down from 10% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 12Longwell Company, Annual General Meeting, Jun 18, 2024Longwell Company, Annual General Meeting, Jun 18, 2024. Location: No. 2, Sec. 3, Bade Rd., Songshan Dist., TCA Convention Center Taipei City Taiwan Agenda: To consider 2023 Business Report; to consider Audit committee' review report for the year of 2023; to consider Report on 2023 Employees Compensation and Directors Remuneration; to consider adoption of 2023 Financial Statements; to consider adoption of the Proposal of 2023 Earnings Distribution; to consider discussions of the Amendments to the Company's Articles of Incorporation; and to consider other matters.
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). Shareholders have been diluted in the past year (4.1% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$78.90, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 20x in the Electrical industry in Taiwan. Total returns to shareholders of 63% over the past three years.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: NT$2.64 (vs NT$1.91 in 3Q 2022)Third quarter 2023 results: EPS: NT$2.64 (up from NT$1.91 in 3Q 2022). Revenue: NT$2.01b (down 2.3% from 3Q 2022). Net income: NT$405.7m (up 44% from 3Q 2022). Profit margin: 20% (up from 14% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.
Reported Earnings • Aug 13Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: NT$0.76 (down from NT$1.18 in 2Q 2022). Revenue: NT$1.79b (down 13% from 2Q 2022). Net income: NT$117.1m (down 33% from 2Q 2022). Profit margin: 6.6% (down from 8.6% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates by 41%. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 17Upcoming dividend of NT$2.11 per share at 3.2% yieldEligible shareholders must have bought the stock before 24 July 2023. Payment date: 18 August 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (3.0%).
New Risk • Jun 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. 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. Shareholders have been diluted in the past year (4.1% increase in shares outstanding).
Reported Earnings • Mar 27Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: NT$5.50 (up from NT$3.05 in FY 2021). Revenue: NT$7.79b (down 3.1% from FY 2021). Net income: NT$812.9m (up 80% from FY 2021). Profit margin: 10% (up from 5.6% in FY 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$70.30, the stock trades at a trailing P/E ratio of 15.5x. Average trailing P/E is 13x in the Electrical industry in Taiwan. Total returns to shareholders of 34% over the past three years.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Ouyang Hong was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$1.18 (vs NT$1.03 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.18 (up from NT$1.03 in 2Q 2021). Revenue: NT$2.04b (up 2.0% from 2Q 2021). Net income: NT$174.9m (up 14% from 2Q 2021). Profit margin: 8.6% (up from 7.6% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 13Longwell Company Appoints Sandy Ning as Chief Information Security OfficerLongwell Company appointed Sandy Ning /Chief Financial and Accounting Officer as Chief Information Security Officer. Effective date is August 12, 2022.
Upcoming Dividend • Jul 21Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 26 August 2022. Payout ratio is a comfortable 73% but the company is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (6.7%). In line with average of industry peers (3.7%).
Reported Earnings • May 16First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$1.00 (down from NT$1.31 in 1Q 2021). Revenue: NT$1.84b (up 2.6% from 1Q 2021). Net income: NT$148.4m (down 23% from 1Q 2021). Profit margin: 8.1% (down from 11% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 22%. Earnings per share (EPS) exceeded analyst estimates by 16%. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
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. 4 experienced directors. 7 highly experienced directors. Supervisor Ronnie Chang 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.
Reported Earnings • Mar 31Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: NT$3.05 (down from NT$4.71 in FY 2020). Revenue: NT$8.04b (up 22% from FY 2020). Net income: NT$451.2m (down 34% from FY 2020). Profit margin: 5.6% (down from 10% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 22%. Earnings per share (EPS) exceeded analyst estimates by 16%. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.29 (vs NT$1.48 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$2.07b (up 12% from 3Q 2020). Net income: NT$42.9m (down 80% from 3Q 2020). Profit margin: 2.1% (down from 12% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year and the company’s share price has also increased by 28% per year.
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$1.03 (vs NT$1.50 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$2.00b (up 16% from 2Q 2020). Net income: NT$152.8m (down 29% from 2Q 2020). Profit margin: 7.6% (down from 13% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 28Upcoming dividend of NT$3.50 per shareEligible shareholders must have bought the stock before 04 August 2021. Payment date: 31 August 2021. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (3.3%).
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improved over the past weekAfter last week's 25% share price gain to NT$82.20, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 15x in the Electrical industry in Taiwan. Total returns to shareholders of 111% over the past three years.
Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$1.31 (vs NT$0.34 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$1.79b (up 44% from 1Q 2020). Net income: NT$193.4m (up 301% from 1Q 2020). Profit margin: 11% (up from 3.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$63.60, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 19x in the Electrical industry in Taiwan. Total returns to shareholders of 88% over the past three years.
分析記事 • Apr 30Key Things To Watch Out For If You Are After Longwell Company's (GTSM:6290) 4.7% DividendToday we'll take a closer look at Longwell Company ( GTSM:6290 ) from a dividend investor's perspective. Owning a...
分析記事 • Apr 08Longwell's (GTSM:6290) Returns On Capital Are Heading HigherWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$72.70, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 17x in the Electrical industry in Taiwan. Total returns to shareholders of 76% over the past three years.
Reported Earnings • Mar 27Full year 2020 earnings released: EPS NT$4.71 (vs NT$6.35 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$6.60b (down 5.9% from FY 2019). Net income: NT$685.7m (down 24% from FY 2019). Profit margin: 10% (down from 13% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 11Shareholders Of Longwell (GTSM:6290) Must Be Happy With Their 127% Total ReturnWhen you buy and hold a stock for the long term, you definitely want it to provide a positive return. Furthermore...
分析記事 • Feb 24Longwell Company's (GTSM:6290) Stock Been Rising: Are Strong Financials Guiding The Market?Longwell's (GTSM:6290) stock is up by 3.2% over the past week. Since the market usually pay for a company’s long-term...
Is New 90 Day High Low • Feb 23New 90-day high: NT$56.50The company is up 3.0% from its price of NT$54.70 on 25 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 14% over the same period.
分析記事 • Feb 09Longwell (GTSM:6290) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Jan 26Should You Or Shouldn't You: A Dividend Analysis on Longwell Company (GTSM:6290)Is Longwell Company ( GTSM:6290 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Is New 90 Day High Low • Jan 20New 90-day low: NT$50.80The company is down 3.0% from its price of NT$52.60 on 23 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 10.0% over the same period.
分析記事 • Jan 08Is Longwell (GTSM:6290) A Future Multi-bagger?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
分析記事 • Dec 24Calculating The Fair Value Of Longwell Company (GTSM:6290)In this article we are going to estimate the intrinsic value of Longwell Company ( GTSM:6290 ) by taking the expected...
分析記事 • Dec 09Shareholders Of Longwell (GTSM:6290) Must Be Happy With Their 124% Total ReturnThe main point of investing for the long term is to make money. But more than that, you probably want to see it rise...
分析記事 • Nov 24Longwell Company's (GTSM:6290) Recent Stock Performance Looks Decent- Can Strong Fundamentals Be the Reason?Longwell's (GTSM:6290) stock up by 4.0% over the past month. Since the market usually pay for a company’s long-term...
Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS NT$1.48The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$1.84b (up 4.5% from 3Q 2019). Net income: NT$217.1m (down 21% from 3Q 2019). Profit margin: 12% (down from 16% 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 50% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Oct 30New 90-day low: NT$51.20The company is down 6.0% from its price of NT$54.30 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 Electrical industry, which is up 14% over the same period.
Is New 90 Day High Low • Sep 25New 90-day low: NT$52.00The company is down 8.0% from its price of NT$56.70 on 24 June 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 9.0% over the same period.
