View ValuationK.S. Terminals 将来の成長Future 基準チェック /06現在、 K.S. Terminalsの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Electrical 収益成長35.0%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報Price Target Changed • Nov 16Price target decreased to NT$100.00Down from NT$110, the current price target is provided by 1 analyst. New target price is 39% above last closing price of NT$72.20. Stock is down 27% over the past year. The company is forecast to post earnings per share of NT$6.33 for next year compared to NT$4.98 last year.Price Target Changed • Jun 07Price target decreased to NT$100.00Down from NT$110, the current price target is provided by 1 analyst. New target price is 28% above last closing price of NT$78.20. Stock is up 4.8% over the past year. The company is forecast to post earnings per share of NT$6.30 for next year compared to NT$4.98 last year.Major Estimate Revision • Apr 16Consensus revenue estimates increase to NT$4.39bThe consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from NT$3.88b to NT$4.39b. EPS estimate increased from NT$3.75 to NT$4.84 per share. Net income forecast to grow 109% next year vs 38% growth forecast for Electrical industry in Taiwan. Consensus price target up from NT$66.00 to NT$90.00. Share price rose 9.6% to NT$74.40 over the past week.Price Target Changed • Jan 21Price target raised to NT$66.00Up from NT$51.00, the current price target is provided by 1 analyst. The new target price is 18% above the current share price of NT$56.10. As of last close, the stock is up 13% over the past year.すべての更新を表示Recent updatesReported Earnings • May 20First quarter 2026 earnings released: EPS: NT$0.47 (vs NT$0.45 in 1Q 2025)First quarter 2026 results: EPS: NT$0.47 (up from NT$0.45 in 1Q 2025). Revenue: NT$1.26b (up 26% from 1Q 2025). Net income: NT$73.8m (up 4.4% from 1Q 2025). Profit margin: 5.8% (down from 7.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.New Risk • Mar 20New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 138% Cash payout ratio: 163% Dividend yield: 3.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 138% Cash payout ratio: 163% Earnings have declined by 11% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (3.5% net profit margin).お知らせ • Mar 13K.S. Terminals Inc., Annual General Meeting, Jun 11, 2026K.S. Terminals Inc., Annual General Meeting, Jun 11, 2026. Location: no,13, chang pin tung 3rd rd., siansi township, changhua county TaiwanReported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$0.53 (vs NT$0.80 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.53 (down from NT$0.80 in 3Q 2024). Revenue: NT$1.04b (down 11% from 3Q 2024). Net income: NT$82.7m (down 34% from 3Q 2024). Profit margin: 8.0% (down from 11% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 17Second quarter 2025 earnings released: NT$0.49 loss per share (vs NT$1.19 profit in 2Q 2024)Second quarter 2025 results: NT$0.49 loss per share (down from NT$1.19 profit in 2Q 2024). Revenue: NT$1.18b (up 1.8% from 2Q 2024). Net loss: NT$76.2m (down 141% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.45 (vs NT$0.94 in 1Q 2024)First quarter 2025 results: EPS: NT$0.45 (down from NT$0.94 in 1Q 2024). Revenue: NT$1.01b (down 2.0% from 1Q 2024). Net income: NT$70.7m (down 52% from 1Q 2024). Profit margin: 7.0% (down from 14% in 1Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Apr 29K.S. Terminals Inc. to Report Q1, 2025 Results on May 08, 2025K.S. Terminals Inc. 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 18%After last week's 18% share price decline to NT$51.10, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 17x in the Electrical industry in Taiwan. Total loss to shareholders of 33% over the past three years.Upcoming Dividend • Apr 03Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 10 April 2025. Payment date: 07 May 2025. Payout ratio is a comfortable 51% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (4.9%). In line with average of industry peers (3.3%).Reported Earnings • Mar 16Full year 2024 earnings released: EPS: NT$3.88 (vs NT$3.49 in FY 2023)Full year 2024 results: EPS: NT$3.88 (up from NT$3.49 in FY 2023). Revenue: NT$4.54b (up 9.0% from FY 2023). Net income: NT$604.6m (up 11% from FY 2023). Profit margin: 13% (in line with FY 2023). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.分析記事 • Mar 16K.S. Terminals (TWSE:3003) Is Increasing Its Dividend To NT$2.00K.S. Terminals Inc. ( TWSE:3003 ) has announced that it will be increasing its periodic dividend on the 7th of May to...Declared Dividend • Mar 15Dividend increased to NT$2.00Dividend of NT$2.00 is 33% higher than last year. Ex-date: 10th April 2025 Payment date: 7th May 2025 Dividend yield will be 2.9%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (43% 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 4.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Mar 14+ 1 more updateK.S. Terminals Inc., Annual General Meeting, Jun 10, 2025K.S. Terminals Inc., Annual General Meeting, Jun 10, 2025. Location: no,13, chang pin tung 3rd rd., siansi township, changhua county Taiwanお知らせ • Mar 04K.S. Terminals Inc. to Report Fiscal Year 2024 Results on Mar 13, 2025K.S. Terminals Inc. announced that they will report fiscal year 2024 results on Mar 13, 2025分析記事 • Nov 21K.S. Terminals' (TWSE:3003) Solid Earnings May Rest On Weak FoundationsThe market for K.S. Terminals Inc.'s ( TWSE:3003 ) stock was strong after it released a healthy earnings report last...Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$0.80 (vs NT$0.99 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.80 (down from NT$0.99 in 3Q 2023). Revenue: NT$1.17b (up 19% from 3Q 2023). Net income: NT$124.3m (down 20% from 3Q 2023). Profit margin: 11% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Oct 29K.S. Terminals Inc. to Report Q3, 2024 Results on Nov 07, 2024K.S. Terminals Inc. announced that they will report Q3, 2024 results on Nov 07, 2024分析記事 • Sep 04K.S. Terminals Inc. (TWSE:3003) Stock Rockets 27% As Investors Are Less Pessimistic Than ExpectedK.S. Terminals Inc. ( TWSE:3003 ) shareholders would be excited to see that the share price has had a great month...Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: NT$1.19 (vs NT$1.05 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.19 (up from NT$1.05 in 2Q 2023). Revenue: NT$1.16b (up 3.5% from 2Q 2023). Net income: NT$185.4m (up 13% from 2Q 2023). Profit margin: 16% (up from 15% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year.お知らせ • Aug 01K.S. Terminals Inc. to Report Q2, 2024 Results on Aug 08, 2024K.S. Terminals Inc. announced that they will report Q2, 2024 results on Aug 08, 2024お知らせ • Jun 08+ 1 more updateK.S. Terminals Inc. Announces Board ChangesK.S. Terminals Inc. announced Company's list of newly elected directors (including independent directors). Name Resume of the previous position holder: Directors-Cheng Hsin Yen,Manager of K.S. TERMINALS INC., Directors-Liao Pen Lin,Chairman of EXCEL CELL ELECTRONIC, Independent directors-Lai Jui Hua,General Manager of KAWEI MANAGEMENT CONSULTANCY, Independent directors-Chen Liang Kung,Chairman, PROMACH LTD. Name and Resume of the new position holder: Directors-Cheng I-Tien,Project Manager of K.S. TERMINALS INC., Directors-Cheng Chieh-Yuan,General Manager of K.S. TERMINALS INC., Directors-Cheng Wen-Shuo,Overseas Sales Manager of K.S. TERMINALS INC., Independent directors-Hsu Ching-Tao, Independent Director of Excel Cell Electronic Co. Ltd., Independent directors-Chen Mau-Tong, Person in Charge of Bai Lin Business, Consulting Co. Ltd. Independent directors-Wu Mei-Yuan, Assistant Vice President of Investment Banking, KGI Securities. Effective date of the new appointment: June 6, 2024.Reported Earnings • May 19First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: NT$0.94 (up from NT$0.85 in 1Q 2023). Revenue: NT$1.03b (down 3.0% from 1Q 2023). Net income: NT$145.9m (up 9.8% from 1Q 2023). Profit margin: 14% (up from 13% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 9.6%. Earnings per share (EPS) exceeded analyst estimates by 1.1%. 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 7% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 03K.S. Terminals Inc. to Report Q1, 2024 Results on May 09, 2024K.S. Terminals Inc. announced that they will report Q1, 2024 results on May 09, 2024Upcoming Dividend • Mar 26Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 02 April 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Taiwanese dividend payers (4.7%). In line with average of industry peers (2.4%).Reported Earnings • Mar 16Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: NT$3.49 (down from NT$5.75 in FY 2022). Revenue: NT$4.17b (down 14% from FY 2022). Net income: NT$543.4m (down 39% from FY 2022). Profit margin: 13% (down from 19% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 3.9%. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 16K.S. Terminals Inc., Annual General Meeting, Jun 06, 2024K.S. Terminals Inc., Annual General Meeting, Jun 06, 2024.New Risk • Nov 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 13% Last year net profit margin: 20% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. 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. Profit margins are more than 30% lower than last year (13% net profit margin).New Risk • Oct 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.3% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Upcoming Dividend • Mar 31Upcoming dividend of NT$2.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 07 April 2023. Payment date: 04 May 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Taiwanese dividend payers (5.9%). Lower than average of industry peers (3.3%).Reported Earnings • Mar 29Full year 2022 earnings released: EPS: NT$5.75 (vs NT$4.98 in FY 2021)Full year 2022 results: EPS: NT$5.75 (up from NT$4.98 in FY 2021). Revenue: NT$4.85b (up 1.1% from FY 2021). Net income: NT$895.4m (up 16% from FY 2021). Profit margin: 19% (up from 16% in FY 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 33% per year.Reported Earnings • Nov 18Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: NT$1.72 (up from NT$1.27 in 3Q 2021). Revenue: NT$1.26b (up 4.4% from 3Q 2021). Net income: NT$267.1m (up 35% from 3Q 2021). Profit margin: 21% (up from 16% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Electrical industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Price Target Changed • Nov 16Price target decreased to NT$100.00Down from NT$110, the current price target is provided by 1 analyst. New target price is 39% above last closing price of NT$72.20. Stock is down 27% over the past year. The company is forecast to post earnings per share of NT$6.33 for next year compared to NT$4.98 last year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 17Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: EPS: NT$1.75 (up from NT$1.07 in 2Q 2021). Revenue: NT$1.29b (up 8.0% from 2Q 2021). Net income: NT$272.7m (up 64% from 2Q 2021). Profit margin: 21% (up from 14% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.1%. Over the next year, revenue is forecast to grow 14%, compared to a 20% growth forecast for the Electrical industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 27% per year.Price Target Changed • Jun 07Price target decreased to NT$100.00Down from NT$110, the current price target is provided by 1 analyst. New target price is 28% above last closing price of NT$78.20. Stock is up 4.8% over the past year. The company is forecast to post earnings per share of NT$6.30 for next year compared to NT$4.98 last year.Reported Earnings • May 16First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$1.59 (up from NT$1.20 in 1Q 2021). Revenue: NT$1.19b (up 12% from 1Q 2021). Net income: NT$247.4m (up 33% from 1Q 2021). Profit margin: 21% (up from 18% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) exceeded analyst estimates by 20%. Over the next year, revenue is forecast to grow 20%, compared to a 27% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Apr 01Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 08 April 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (3.4%).Reported Earnings • Mar 30Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: NT$4.98 (up from NT$2.32 in FY 2020). Revenue: NT$4.79b (up 42% from FY 2020). Net income: NT$775.0m (up 115% from FY 2020). Profit margin: 16% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 19%, compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 16Third quarter 2021 earnings released: EPS NT$1.27 (vs NT$0.47 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.21b (up 45% from 3Q 2020). Net income: NT$197.5m (up 167% from 3Q 2020). Profit margin: 16% (up from 8.8% in 3Q 2020). The increase in margin was driven by higher 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 35% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$87.30, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Electrical industry in Taiwan. Total returns to shareholders of 117% over the past three years.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$98.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Electrical industry in Taiwan. Total returns to shareholders of 119% over the past three years.Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$1.07 (vs NT$0.46 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$1.19b (up 41% from 2Q 2020). Net income: NT$166.4m (up 134% from 2Q 2020). Profit margin: 14% (up from 8.4% in 2Q 2020). The increase in margin was driven by higher revenue. 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 22% per year, which means it is well ahead of earnings.Reported Earnings • May 18First quarter 2021 earnings released: EPS NT$1.20 (vs NT$0.87 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: NT$1.06b (up 50% from 1Q 2020). Net income: NT$186.8m (up 38% from 1Q 2020). Profit margin: 18% (down from 19% 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 8% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$62.50, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Electrical industry in Taiwan. Total returns to shareholders of 32% over the past three years.分析記事 • May 01Is It Time To Consider Buying K.S. Terminals Inc. (TPE:3003)?K.S. Terminals Inc. ( TPE:3003 ), is not the largest company out there, but it saw a significant share price rise of...分析記事 • Apr 16Party Time: One Broker Just Made Major Increases To Their K.S. Terminals Inc. (TPE:3003) Earnings ForecastK.S. Terminals Inc. ( TPE:3003 ) shareholders will have a reason to smile today, with the covering analyst making...Major Estimate Revision • Apr 16Consensus revenue estimates increase to NT$4.39bThe consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from NT$3.88b to NT$4.39b. EPS estimate increased from NT$3.75 to NT$4.84 per share. Net income forecast to grow 109% next year vs 38% growth forecast for Electrical industry in Taiwan. Consensus price target up from NT$66.00 to NT$90.00. Share price rose 9.6% to NT$74.40 over the past week.Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$71.00, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Electrical industry in Taiwan. Total returns to shareholders of 41% over the past three years.Upcoming Dividend • Apr 01Upcoming dividend of NT$1.20 per shareEligible shareholders must have bought the stock before 08 April 2021. Payment date: 07 May 2021. Trailing yield: 1.7%. Lower than top quartile of Taiwanese dividend payers (4.8%). Lower than average of industry peers (3.6%).Reported Earnings • Apr 01Full year 2020 earnings released: EPS NT$2.32 (vs NT$2.71 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$3.38b (down 3.4% from FY 2019). Net income: NT$361.0m (down 14% from FY 2019). Profit margin: 11% (down from 12% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Mar 23K.S. Terminals (TPE:3003) Has Some Way To Go To Become A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...お知らせ • Mar 20K.S. Terminals Inc., Annual General Meeting, Jun 10, 2021K.S. Terminals Inc., Annual General Meeting, Jun 10, 2021.分析記事 • Mar 08Can Mixed Fundamentals Have A Negative Impact on K.S. Terminals Inc. (TPE:3003) Current Share Price Momentum?Most readers would already be aware that K.S. Terminals' (TPE:3003) stock increased significantly by 23% over the past...Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$58.80, the stock is trading at a trailing P/E ratio of 25.4x, up from the previous P/E ratio of 21.7x. This compares to an average P/E of 17x in the Electrical industry in Taiwan. Total returns to shareholders over the past three years are 17%.分析記事 • Feb 21Is K.S. Terminals (TPE:3003) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Feb 06Calculating The Intrinsic Value Of K.S. Terminals Inc. (TPE:3003)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of K.S. Terminals Inc...分析記事 • Jan 24At NT$57.40, Is K.S. Terminals Inc. (TPE:3003) Worth Looking At Closely?K.S. Terminals Inc. ( TPE:3003 ), might not be a large cap stock, but it saw a significant share price rise of over 20...Price Target Changed • Jan 21Price target raised to NT$66.00Up from NT$51.00, the current price target is provided by 1 analyst. The new target price is 18% above the current share price of NT$56.10. As of last close, the stock is up 13% over the past year.Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$57.20, the stock is trading at a trailing P/E ratio of 24.7x, up from the previous P/E ratio of 20.6x. This compares to an average P/E of 17x in the Electrical industry in Taiwan. Total returns to shareholders over the past three years are 1.7%.Is New 90 Day High Low • Jan 15New 90-day high: NT$52.00The company is up 34% from its price of NT$38.80 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 13% over the same period.分析記事 • Jan 09Did You Participate In Any Of K.S. Terminals' (TPE:3003) Respectable 67% Return?When you buy and hold a stock for the long term, you definitely want it to provide a positive return. Furthermore...Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$49.15, the stock is trading at a trailing P/E ratio of 21.2x, up from the previous P/E ratio of 18.4x. This compares to an average P/E of 17x in the Electrical industry in Taiwan. Total return to shareholders over the past three years is a loss of 17%.分析記事 • Dec 25Should K.S. Terminals Inc. (TPE:3003) Be Part Of Your Income Portfolio?Could K.S. Terminals Inc. ( TPE:3003 ) be an attractive dividend share to own for the long haul? Investors are often...Is New 90 Day High Low • Dec 25New 90-day high: NT$46.70The company is up 21% from its price of NT$38.60 on 25 September 2020. The Taiwanese market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 12% over the same period.分析記事 • Dec 10Should We Be Excited About The Trends Of Returns At K.S. Terminals (TPE:3003)?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Is New 90 Day High Low • Dec 08New 90-day high: NT$43.80The company is up 6.0% from its price of NT$41.40 on 09 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 7.0% over the same period.分析記事 • Nov 25K.S. Terminals Inc. (TPE:3003) Is Going Strong But Fundamentals Appear To Be Mixed : Is There A Clear Direction For The Stock?K.S. Terminals (TPE:3003) has had a great run on the share market with its stock up by a significant 11% over the last...Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.47The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$836.0m (down 5.3% from 3Q 2019). Net income: NT$73.9m (down 45% from 3Q 2019). Profit margin: 8.8% (down from 15% in 3Q 2019). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Oct 30New 90-day low: NT$37.60The company is down 10.0% from its price of NT$41.60 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. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、K.S. Terminals は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TWSE:3003 - 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3/31/20264,653157112191N/A12/31/20254,396154191292N/A9/30/20254,415226513607N/A6/30/20254,546268-108-23N/A3/31/20254,525529-2158N/A12/31/20244,54560553129N/A9/30/20244,368547-292-219N/A6/30/20244,17757873189N/A3/31/20244,138557160272N/A12/31/20234,170543480669N/A9/30/20234,2635608611,059N/A6/30/20234,5486721,1151,290N/A3/31/20234,7167811,3261,541N/A12/31/20224,8468951,2311,367N/A9/30/20225,0681,0119381,103N/A6/30/20225,015942527680N/A3/31/20224,919836122235N/A12/31/20214,792775-5058N/A9/30/20214,45963148121N/A6/30/20214,08450788184N/A3/31/20213,739412347478N/A12/31/20203,383361336459N/A9/30/20203,324360428551N/A6/30/20203,371420610717N/A3/31/20203,367461566665N/A12/31/20193,502422N/A781N/A9/30/20193,486475N/A378N/A6/30/20193,538465N/A481N/A3/31/20193,600506N/A313N/A12/31/20183,535479N/A257N/A9/30/20183,415461N/A498N/A6/30/20183,323482N/A357N/A3/31/20183,299473N/A563N/A12/31/20173,310498N/A700N/A9/30/20173,297519N/A672N/A6/30/20173,203454N/A594N/A3/31/20173,098404N/A716N/A12/31/20162,987388N/A613N/A9/30/20162,929326N/A813N/A6/30/20162,904383N/A561N/A3/31/20162,933373N/A540N/A12/31/20152,959378N/A654N/A9/30/20152,965397N/A381N/A6/30/20152,970353N/A605N/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: 3003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: 3003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: 3003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: 3003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。高い収益成長: 3003の収益が年間20%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。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: 3003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2026/05/24 12:27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K.S. Terminals Inc. 0 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。3 アナリスト機関Liangyu KoMasterlink Securities Investment AdvisoryYurou ChangSinoPac Securities Investment ServiceChin-Wun ChenYuanta Research
Price Target Changed • Nov 16Price target decreased to NT$100.00Down from NT$110, the current price target is provided by 1 analyst. New target price is 39% above last closing price of NT$72.20. Stock is down 27% over the past year. The company is forecast to post earnings per share of NT$6.33 for next year compared to NT$4.98 last year.
Price Target Changed • Jun 07Price target decreased to NT$100.00Down from NT$110, the current price target is provided by 1 analyst. New target price is 28% above last closing price of NT$78.20. Stock is up 4.8% over the past year. The company is forecast to post earnings per share of NT$6.30 for next year compared to NT$4.98 last year.
Major Estimate Revision • Apr 16Consensus revenue estimates increase to NT$4.39bThe consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from NT$3.88b to NT$4.39b. EPS estimate increased from NT$3.75 to NT$4.84 per share. Net income forecast to grow 109% next year vs 38% growth forecast for Electrical industry in Taiwan. Consensus price target up from NT$66.00 to NT$90.00. Share price rose 9.6% to NT$74.40 over the past week.
Price Target Changed • Jan 21Price target raised to NT$66.00Up from NT$51.00, the current price target is provided by 1 analyst. The new target price is 18% above the current share price of NT$56.10. As of last close, the stock is up 13% over the past year.
Reported Earnings • May 20First quarter 2026 earnings released: EPS: NT$0.47 (vs NT$0.45 in 1Q 2025)First quarter 2026 results: EPS: NT$0.47 (up from NT$0.45 in 1Q 2025). Revenue: NT$1.26b (up 26% from 1Q 2025). Net income: NT$73.8m (up 4.4% from 1Q 2025). Profit margin: 5.8% (down from 7.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
New Risk • Mar 20New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 138% Cash payout ratio: 163% Dividend yield: 3.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 138% Cash payout ratio: 163% Earnings have declined by 11% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (3.5% net profit margin).
お知らせ • Mar 13K.S. Terminals Inc., Annual General Meeting, Jun 11, 2026K.S. Terminals Inc., Annual General Meeting, Jun 11, 2026. Location: no,13, chang pin tung 3rd rd., siansi township, changhua county Taiwan
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$0.53 (vs NT$0.80 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.53 (down from NT$0.80 in 3Q 2024). Revenue: NT$1.04b (down 11% from 3Q 2024). Net income: NT$82.7m (down 34% from 3Q 2024). Profit margin: 8.0% (down from 11% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 17Second quarter 2025 earnings released: NT$0.49 loss per share (vs NT$1.19 profit in 2Q 2024)Second quarter 2025 results: NT$0.49 loss per share (down from NT$1.19 profit in 2Q 2024). Revenue: NT$1.18b (up 1.8% from 2Q 2024). Net loss: NT$76.2m (down 141% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.45 (vs NT$0.94 in 1Q 2024)First quarter 2025 results: EPS: NT$0.45 (down from NT$0.94 in 1Q 2024). Revenue: NT$1.01b (down 2.0% from 1Q 2024). Net income: NT$70.7m (down 52% from 1Q 2024). Profit margin: 7.0% (down from 14% in 1Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 29K.S. Terminals Inc. to Report Q1, 2025 Results on May 08, 2025K.S. Terminals Inc. 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 18%After last week's 18% share price decline to NT$51.10, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 17x in the Electrical industry in Taiwan. Total loss to shareholders of 33% over the past three years.
Upcoming Dividend • Apr 03Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 10 April 2025. Payment date: 07 May 2025. Payout ratio is a comfortable 51% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (4.9%). In line with average of industry peers (3.3%).
Reported Earnings • Mar 16Full year 2024 earnings released: EPS: NT$3.88 (vs NT$3.49 in FY 2023)Full year 2024 results: EPS: NT$3.88 (up from NT$3.49 in FY 2023). Revenue: NT$4.54b (up 9.0% from FY 2023). Net income: NT$604.6m (up 11% from FY 2023). Profit margin: 13% (in line with FY 2023). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 16K.S. Terminals (TWSE:3003) Is Increasing Its Dividend To NT$2.00K.S. Terminals Inc. ( TWSE:3003 ) has announced that it will be increasing its periodic dividend on the 7th of May to...
Declared Dividend • Mar 15Dividend increased to NT$2.00Dividend of NT$2.00 is 33% higher than last year. Ex-date: 10th April 2025 Payment date: 7th May 2025 Dividend yield will be 2.9%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (43% 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 4.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 14+ 1 more updateK.S. Terminals Inc., Annual General Meeting, Jun 10, 2025K.S. Terminals Inc., Annual General Meeting, Jun 10, 2025. Location: no,13, chang pin tung 3rd rd., siansi township, changhua county Taiwan
お知らせ • Mar 04K.S. Terminals Inc. to Report Fiscal Year 2024 Results on Mar 13, 2025K.S. Terminals Inc. announced that they will report fiscal year 2024 results on Mar 13, 2025
分析記事 • Nov 21K.S. Terminals' (TWSE:3003) Solid Earnings May Rest On Weak FoundationsThe market for K.S. Terminals Inc.'s ( TWSE:3003 ) stock was strong after it released a healthy earnings report last...
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$0.80 (vs NT$0.99 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.80 (down from NT$0.99 in 3Q 2023). Revenue: NT$1.17b (up 19% from 3Q 2023). Net income: NT$124.3m (down 20% from 3Q 2023). Profit margin: 11% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 29K.S. Terminals Inc. to Report Q3, 2024 Results on Nov 07, 2024K.S. Terminals Inc. announced that they will report Q3, 2024 results on Nov 07, 2024
分析記事 • Sep 04K.S. Terminals Inc. (TWSE:3003) Stock Rockets 27% As Investors Are Less Pessimistic Than ExpectedK.S. Terminals Inc. ( TWSE:3003 ) shareholders would be excited to see that the share price has had a great month...
Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: NT$1.19 (vs NT$1.05 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.19 (up from NT$1.05 in 2Q 2023). Revenue: NT$1.16b (up 3.5% from 2Q 2023). Net income: NT$185.4m (up 13% from 2Q 2023). Profit margin: 16% (up from 15% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year.
お知らせ • Aug 01K.S. Terminals Inc. to Report Q2, 2024 Results on Aug 08, 2024K.S. Terminals Inc. announced that they will report Q2, 2024 results on Aug 08, 2024
お知らせ • Jun 08+ 1 more updateK.S. Terminals Inc. Announces Board ChangesK.S. Terminals Inc. announced Company's list of newly elected directors (including independent directors). Name Resume of the previous position holder: Directors-Cheng Hsin Yen,Manager of K.S. TERMINALS INC., Directors-Liao Pen Lin,Chairman of EXCEL CELL ELECTRONIC, Independent directors-Lai Jui Hua,General Manager of KAWEI MANAGEMENT CONSULTANCY, Independent directors-Chen Liang Kung,Chairman, PROMACH LTD. Name and Resume of the new position holder: Directors-Cheng I-Tien,Project Manager of K.S. TERMINALS INC., Directors-Cheng Chieh-Yuan,General Manager of K.S. TERMINALS INC., Directors-Cheng Wen-Shuo,Overseas Sales Manager of K.S. TERMINALS INC., Independent directors-Hsu Ching-Tao, Independent Director of Excel Cell Electronic Co. Ltd., Independent directors-Chen Mau-Tong, Person in Charge of Bai Lin Business, Consulting Co. Ltd. Independent directors-Wu Mei-Yuan, Assistant Vice President of Investment Banking, KGI Securities. Effective date of the new appointment: June 6, 2024.
Reported Earnings • May 19First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: NT$0.94 (up from NT$0.85 in 1Q 2023). Revenue: NT$1.03b (down 3.0% from 1Q 2023). Net income: NT$145.9m (up 9.8% from 1Q 2023). Profit margin: 14% (up from 13% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 9.6%. Earnings per share (EPS) exceeded analyst estimates by 1.1%. 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 7% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 03K.S. Terminals Inc. to Report Q1, 2024 Results on May 09, 2024K.S. Terminals Inc. announced that they will report Q1, 2024 results on May 09, 2024
Upcoming Dividend • Mar 26Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 02 April 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Taiwanese dividend payers (4.7%). In line with average of industry peers (2.4%).
Reported Earnings • Mar 16Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: NT$3.49 (down from NT$5.75 in FY 2022). Revenue: NT$4.17b (down 14% from FY 2022). Net income: NT$543.4m (down 39% from FY 2022). Profit margin: 13% (down from 19% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 3.9%. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 16K.S. Terminals Inc., Annual General Meeting, Jun 06, 2024K.S. Terminals Inc., Annual General Meeting, Jun 06, 2024.
New Risk • Nov 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 13% Last year net profit margin: 20% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. 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. Profit margins are more than 30% lower than last year (13% net profit margin).
New Risk • Oct 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.3% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Upcoming Dividend • Mar 31Upcoming dividend of NT$2.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 07 April 2023. Payment date: 04 May 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Taiwanese dividend payers (5.9%). Lower than average of industry peers (3.3%).
Reported Earnings • Mar 29Full year 2022 earnings released: EPS: NT$5.75 (vs NT$4.98 in FY 2021)Full year 2022 results: EPS: NT$5.75 (up from NT$4.98 in FY 2021). Revenue: NT$4.85b (up 1.1% from FY 2021). Net income: NT$895.4m (up 16% from FY 2021). Profit margin: 19% (up from 16% in FY 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 33% per year.
Reported Earnings • Nov 18Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: NT$1.72 (up from NT$1.27 in 3Q 2021). Revenue: NT$1.26b (up 4.4% from 3Q 2021). Net income: NT$267.1m (up 35% from 3Q 2021). Profit margin: 21% (up from 16% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Electrical industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Nov 16Price target decreased to NT$100.00Down from NT$110, the current price target is provided by 1 analyst. New target price is 39% above last closing price of NT$72.20. Stock is down 27% over the past year. The company is forecast to post earnings per share of NT$6.33 for next year compared to NT$4.98 last year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 17Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: EPS: NT$1.75 (up from NT$1.07 in 2Q 2021). Revenue: NT$1.29b (up 8.0% from 2Q 2021). Net income: NT$272.7m (up 64% from 2Q 2021). Profit margin: 21% (up from 14% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.1%. Over the next year, revenue is forecast to grow 14%, compared to a 20% growth forecast for the Electrical industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 27% per year.
Price Target Changed • Jun 07Price target decreased to NT$100.00Down from NT$110, the current price target is provided by 1 analyst. New target price is 28% above last closing price of NT$78.20. Stock is up 4.8% over the past year. The company is forecast to post earnings per share of NT$6.30 for next year compared to NT$4.98 last year.
Reported Earnings • May 16First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$1.59 (up from NT$1.20 in 1Q 2021). Revenue: NT$1.19b (up 12% from 1Q 2021). Net income: NT$247.4m (up 33% from 1Q 2021). Profit margin: 21% (up from 18% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) exceeded analyst estimates by 20%. Over the next year, revenue is forecast to grow 20%, compared to a 27% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Apr 01Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 08 April 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (3.4%).
Reported Earnings • Mar 30Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: NT$4.98 (up from NT$2.32 in FY 2020). Revenue: NT$4.79b (up 42% from FY 2020). Net income: NT$775.0m (up 115% from FY 2020). Profit margin: 16% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 19%, compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 16Third quarter 2021 earnings released: EPS NT$1.27 (vs NT$0.47 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.21b (up 45% from 3Q 2020). Net income: NT$197.5m (up 167% from 3Q 2020). Profit margin: 16% (up from 8.8% in 3Q 2020). The increase in margin was driven by higher 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 35% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$87.30, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Electrical industry in Taiwan. Total returns to shareholders of 117% over the past three years.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$98.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Electrical industry in Taiwan. Total returns to shareholders of 119% over the past three years.
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$1.07 (vs NT$0.46 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$1.19b (up 41% from 2Q 2020). Net income: NT$166.4m (up 134% from 2Q 2020). Profit margin: 14% (up from 8.4% in 2Q 2020). The increase in margin was driven by higher revenue. 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 22% per year, which means it is well ahead of earnings.
Reported Earnings • May 18First quarter 2021 earnings released: EPS NT$1.20 (vs NT$0.87 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: NT$1.06b (up 50% from 1Q 2020). Net income: NT$186.8m (up 38% from 1Q 2020). Profit margin: 18% (down from 19% 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 8% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$62.50, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Electrical industry in Taiwan. Total returns to shareholders of 32% over the past three years.
分析記事 • May 01Is It Time To Consider Buying K.S. Terminals Inc. (TPE:3003)?K.S. Terminals Inc. ( TPE:3003 ), is not the largest company out there, but it saw a significant share price rise of...
分析記事 • Apr 16Party Time: One Broker Just Made Major Increases To Their K.S. Terminals Inc. (TPE:3003) Earnings ForecastK.S. Terminals Inc. ( TPE:3003 ) shareholders will have a reason to smile today, with the covering analyst making...
Major Estimate Revision • Apr 16Consensus revenue estimates increase to NT$4.39bThe consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from NT$3.88b to NT$4.39b. EPS estimate increased from NT$3.75 to NT$4.84 per share. Net income forecast to grow 109% next year vs 38% growth forecast for Electrical industry in Taiwan. Consensus price target up from NT$66.00 to NT$90.00. Share price rose 9.6% to NT$74.40 over the past week.
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$71.00, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Electrical industry in Taiwan. Total returns to shareholders of 41% over the past three years.
Upcoming Dividend • Apr 01Upcoming dividend of NT$1.20 per shareEligible shareholders must have bought the stock before 08 April 2021. Payment date: 07 May 2021. Trailing yield: 1.7%. Lower than top quartile of Taiwanese dividend payers (4.8%). Lower than average of industry peers (3.6%).
Reported Earnings • Apr 01Full year 2020 earnings released: EPS NT$2.32 (vs NT$2.71 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$3.38b (down 3.4% from FY 2019). Net income: NT$361.0m (down 14% from FY 2019). Profit margin: 11% (down from 12% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Mar 23K.S. Terminals (TPE:3003) Has Some Way To Go To Become A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
お知らせ • Mar 20K.S. Terminals Inc., Annual General Meeting, Jun 10, 2021K.S. Terminals Inc., Annual General Meeting, Jun 10, 2021.
分析記事 • Mar 08Can Mixed Fundamentals Have A Negative Impact on K.S. Terminals Inc. (TPE:3003) Current Share Price Momentum?Most readers would already be aware that K.S. Terminals' (TPE:3003) stock increased significantly by 23% over the past...
Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$58.80, the stock is trading at a trailing P/E ratio of 25.4x, up from the previous P/E ratio of 21.7x. This compares to an average P/E of 17x in the Electrical industry in Taiwan. Total returns to shareholders over the past three years are 17%.
分析記事 • Feb 21Is K.S. Terminals (TPE:3003) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Feb 06Calculating The Intrinsic Value Of K.S. Terminals Inc. (TPE:3003)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of K.S. Terminals Inc...
分析記事 • Jan 24At NT$57.40, Is K.S. Terminals Inc. (TPE:3003) Worth Looking At Closely?K.S. Terminals Inc. ( TPE:3003 ), might not be a large cap stock, but it saw a significant share price rise of over 20...
Price Target Changed • Jan 21Price target raised to NT$66.00Up from NT$51.00, the current price target is provided by 1 analyst. The new target price is 18% above the current share price of NT$56.10. As of last close, the stock is up 13% over the past year.
Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$57.20, the stock is trading at a trailing P/E ratio of 24.7x, up from the previous P/E ratio of 20.6x. This compares to an average P/E of 17x in the Electrical industry in Taiwan. Total returns to shareholders over the past three years are 1.7%.
Is New 90 Day High Low • Jan 15New 90-day high: NT$52.00The company is up 34% from its price of NT$38.80 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 13% over the same period.
分析記事 • Jan 09Did You Participate In Any Of K.S. Terminals' (TPE:3003) Respectable 67% Return?When you buy and hold a stock for the long term, you definitely want it to provide a positive return. Furthermore...
Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$49.15, the stock is trading at a trailing P/E ratio of 21.2x, up from the previous P/E ratio of 18.4x. This compares to an average P/E of 17x in the Electrical industry in Taiwan. Total return to shareholders over the past three years is a loss of 17%.
分析記事 • Dec 25Should K.S. Terminals Inc. (TPE:3003) Be Part Of Your Income Portfolio?Could K.S. Terminals Inc. ( TPE:3003 ) be an attractive dividend share to own for the long haul? Investors are often...
Is New 90 Day High Low • Dec 25New 90-day high: NT$46.70The company is up 21% from its price of NT$38.60 on 25 September 2020. The Taiwanese market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 12% over the same period.
分析記事 • Dec 10Should We Be Excited About The Trends Of Returns At K.S. Terminals (TPE:3003)?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Is New 90 Day High Low • Dec 08New 90-day high: NT$43.80The company is up 6.0% from its price of NT$41.40 on 09 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 7.0% over the same period.
分析記事 • Nov 25K.S. Terminals Inc. (TPE:3003) Is Going Strong But Fundamentals Appear To Be Mixed : Is There A Clear Direction For The Stock?K.S. Terminals (TPE:3003) has had a great run on the share market with its stock up by a significant 11% over the last...
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.47The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$836.0m (down 5.3% from 3Q 2019). Net income: NT$73.9m (down 45% from 3Q 2019). Profit margin: 8.8% (down from 15% in 3Q 2019). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Oct 30New 90-day low: NT$37.60The company is down 10.0% from its price of NT$41.60 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.