LongDa Construction & Development（5519）株式概要LongDa建設開発株式会社は台湾と日本で建設・土木事業に従事している。 詳細5519 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績5/6財務の健全性4/6配当金5/6報酬当社が推定した公正価値より81.5%で取引されている 過去1年間で収益は53.8%増加しました リスク分析多額の負債を抱えている 不安定な配当実績 すべてのリスクチェックを見る5519 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$32.3018.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture08b2016201920222025202620282031Revenue NT$7.6bEarnings NT$1.5bAdvancedSet Fair ValueView all narrativesLongDa Construction & Development Corporation 競合他社Rayzher IndustrialSymbol: TPEX:7703Market cap: NT$7.5bChina EcotekSymbol: TWSE:1535Market cap: NT$6.0bTe Chang ConstructionSymbol: TPEX:5511Market cap: NT$8.0bGiant Heavy Machinery ServiceSymbol: TPEX:7783Market cap: NT$6.6b価格と性能株価の高値、安値、推移の概要LongDa Construction & Development過去の株価現在の株価NT$32.3052週高値NT$36.7552週安値NT$27.10ベータ-0.0841ヶ月の変化-2.12%3ヶ月変化1.57%1年変化-11.63%3年間の変化31.57%5年間の変化46.49%IPOからの変化1,195.27%最新ニュースReported Earnings • May 18First quarter 2026 earnings released: EPS: NT$0.58 (vs NT$0.56 in 1Q 2025)First quarter 2026 results: EPS: NT$0.58 (up from NT$0.56 in 1Q 2025). Revenue: NT$677.0m (down 9.5% from 1Q 2025). Net income: NT$127.9m (up 4.7% from 1Q 2025). Profit margin: 19% (up from 16% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$4.96 (vs NT$3.90 in FY 2024)Full year 2025 results: EPS: NT$4.96 (up from NT$3.90 in FY 2024). Revenue: NT$5.45b (down 13% from FY 2024). Net income: NT$1.09b (up 27% from FY 2024). Profit margin: 20% (up from 14% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 12LongDa Construction & Development Corporation, Annual General Meeting, May 28, 2026LongDa Construction & Development Corporation, Annual General Meeting, May 28, 2026, at 10:30 Taipei Standard Time. Location: 26- floor no,6, min ch`uan 2nd rd., cianjhen district, kaohsiung city TaiwanReported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$3.52 (vs NT$0.17 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.52 (up from NT$0.17 in 3Q 2024). Revenue: NT$3.31b (up NT$2.82b from 3Q 2024). Net income: NT$770.6m (up NT$732.2m from 3Q 2024). Profit margin: 23% (up from 7.8% 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 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.23 (vs NT$0.48 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.23 (down from NT$0.48 in 2Q 2024). Revenue: NT$401.0m (down 45% from 2Q 2024). Net income: NT$51.2m (down 51% from 2Q 2024). Profit margin: 13% (down from 14% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Declared Dividend • May 31Dividend increased to NT$3.00Dividend of NT$3.00 is 36% higher than last year. Ex-date: 17th June 2025 Payment date: 18th July 2025 Dividend yield will be 8.5%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio) and 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 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 2.7% to bring the payout ratio under control, which is less than the 8.8% EPS growth achieved over the last 5 years.最新情報をもっと見るRecent updatesReported Earnings • May 18First quarter 2026 earnings released: EPS: NT$0.58 (vs NT$0.56 in 1Q 2025)First quarter 2026 results: EPS: NT$0.58 (up from NT$0.56 in 1Q 2025). Revenue: NT$677.0m (down 9.5% from 1Q 2025). Net income: NT$127.9m (up 4.7% from 1Q 2025). Profit margin: 19% (up from 16% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$4.96 (vs NT$3.90 in FY 2024)Full year 2025 results: EPS: NT$4.96 (up from NT$3.90 in FY 2024). Revenue: NT$5.45b (down 13% from FY 2024). Net income: NT$1.09b (up 27% from FY 2024). Profit margin: 20% (up from 14% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 12LongDa Construction & Development Corporation, Annual General Meeting, May 28, 2026LongDa Construction & Development Corporation, Annual General Meeting, May 28, 2026, at 10:30 Taipei Standard Time. Location: 26- floor no,6, min ch`uan 2nd rd., cianjhen district, kaohsiung city TaiwanReported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$3.52 (vs NT$0.17 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.52 (up from NT$0.17 in 3Q 2024). Revenue: NT$3.31b (up NT$2.82b from 3Q 2024). Net income: NT$770.6m (up NT$732.2m from 3Q 2024). Profit margin: 23% (up from 7.8% 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 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.23 (vs NT$0.48 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.23 (down from NT$0.48 in 2Q 2024). Revenue: NT$401.0m (down 45% from 2Q 2024). Net income: NT$51.2m (down 51% from 2Q 2024). Profit margin: 13% (down from 14% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Declared Dividend • May 31Dividend increased to NT$3.00Dividend of NT$3.00 is 36% higher than last year. Ex-date: 17th June 2025 Payment date: 18th July 2025 Dividend yield will be 8.5%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio) and 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 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 2.7% to bring the payout ratio under control, which is less than the 8.8% EPS growth achieved over the last 5 years.お知らせ • May 30LongDa Construction & Development Corporation Announces Cash Dividends, Payable on July 18, 2025LongDa Construction & Development Corporation announced cash dividends on common shares of TWD 657,591,540, TWD 3 per share. Date of the resolution by the board of directors or shareholders meeting or decision by the Company: May 29, 2025 . Ex-rights (ex-dividend) trading date is June 17, 2025. Ex-rights (ex-dividend) record date is June 23, 2025. Payment date of common stock cash dividend distribution is July 18, 2025.Reported Earnings • May 09First quarter 2025 earnings released: EPS: NT$0.56 (vs NT$1.22 in 1Q 2024)First quarter 2025 results: EPS: NT$0.56 (down from NT$1.22 in 1Q 2024). Revenue: NT$747.9m (down 69% from 1Q 2024). Net income: NT$122.2m (down 54% from 1Q 2024). Profit margin: 16% (up from 11% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 01LongDa Construction & Development Corporation to Report Q1, 2025 Results on May 08, 2025LongDa Construction & Development Corporation 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 15%After last week's 15% share price decline to NT$30.65, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 16x in the Construction industry in Taiwan. Total returns to shareholders of 65% over the past three years.Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NT$3.90 (vs NT$3.69 in FY 2023)Full year 2024 results: EPS: NT$3.90 (up from NT$3.69 in FY 2023). Revenue: NT$6.25b (up 43% from FY 2023). Net income: NT$855.4m (up 5.8% from FY 2023). Profit margin: 14% (down from 19% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 16% per year.お知らせ • Mar 11LongDa Construction & Development Corporation, Annual General Meeting, May 29, 2025LongDa Construction & Development Corporation, Annual General Meeting, May 29, 2025, at 10:30 Taipei Standard Time. Location: 26- floor no,6, min ch`uan 2nd rd., cianjhen district, kaohsiung city Taiwanお知らせ • Mar 01LongDa Construction & Development Corporation to Report Fiscal Year 2024 Results on Mar 10, 2025LongDa Construction & Development Corporation announced that they will report fiscal year 2024 results on Mar 10, 2025Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$0.18 (vs NT$0.22 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.18 (down from NT$0.22 in 3Q 2023). Revenue: NT$490.3m (up 18% from 3Q 2023). Net income: NT$38.4m (down 22% from 3Q 2023). Profit margin: 7.8% (down from 12% 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 16% per year whereas the company’s share price has increased by 19% per year.お知らせ • Nov 05LongDa Construction & Development Corporation to Report Q3, 2024 Results on Nov 12, 2024LongDa Construction & Development Corporation announced that they will report Q3, 2024 results on Nov 12, 2024分析記事 • Sep 23LongDa Construction & Development Corporation's (TWSE:5519) Price Is Right But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 8.9x LongDa Construction & Development Corporation ( TWSE:5519 ) may be...Buy Or Sell Opportunity • Aug 30Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 9.2% to NT$47.65. The fair value is estimated to be NT$38.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 17%.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: NT$0.48 (vs NT$0.83 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.48 (down from NT$0.83 in 2Q 2023). Revenue: NT$724.5m (down 17% from 2Q 2023). Net income: NT$104.2m (down 43% from 2Q 2023). Profit margin: 14% (down from 21% in 2Q 2023). The decrease in margin was driven by lower 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 32% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$44.25, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 17x in the Construction industry in Taiwan. Total returns to shareholders of 172% over the past three years.お知らせ • Aug 03LongDa Construction & Development Corporation to Report Q2, 2024 Results on Aug 12, 2024LongDa Construction & Development Corporation announced that they will report Q2, 2024 results on Aug 12, 2024Upcoming Dividend • Jun 11Upcoming dividend of NT$2.20 per shareEligible shareholders must have bought the stock before 18 June 2024. Payment date: 18 July 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (3.6%).分析記事 • Jun 10Investors Still Aren't Entirely Convinced By LongDa Construction & Development Corporation's (TWSE:5519) Earnings Despite 25% Price JumpLongDa Construction & Development Corporation ( TWSE:5519 ) shares have continued their recent momentum with a 25% gain...New Risk • Jun 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (81% net debt to equity). 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 (8.2% average weekly change). Large one-off items impacting financial results.分析記事 • Jun 03LongDa Construction & Development (TWSE:5519) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$48.00, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 16x in the Construction industry in Taiwan. Total returns to shareholders of 182% over the past three years.お知らせ • Jun 01LongDa Construction & Development Corporation Announces Audit Committee ChangesLongDa Construction & Development Corporation announced the company's third audit committee. Name of the previous position holder: Lin, Xiangkai; Jiang, Yongzheng; Resume of the previous position holder: Lin, Xiangkai Independent Director of Longda Construction Co., Ltd; Jiang, Yongzheng Independent Director of Longda Construction Co. Ltd. Name of the new position holder: Lin, Xiangkai; Jiang, Yongzheng; Lai, Biying. Resume of the new position holder: Lin, Xiangkai Independent Director of Longda Construction Co. Ltd.; Jiang, Yongzheng Independent Director of Longda Construction Co. Ltd.; Lai, Biying Professor, Department of Real Estate Management, National Pingtung University. Effective date of the new member is May 31, 2024.Reported Earnings • May 13First quarter 2024 earnings released: EPS: NT$1.22 (vs NT$0.27 in 1Q 2023)First quarter 2024 results: EPS: NT$1.22 (up from NT$0.27 in 1Q 2023). Revenue: NT$2.42b (up 448% from 1Q 2023). Net income: NT$266.4m (up 352% from 1Q 2023). Profit margin: 11% (down from 13% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 03LongDa Construction & Development Corporation to Report Q1, 2024 Results on May 10, 2024LongDa Construction & Development Corporation announced that they will report Q1, 2024 results on May 10, 2024New Risk • May 02New 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 Debt is not well covered by operating cash flow (11% operating cash flow to total debt). 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 (6.7% average weekly change).Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$52.00, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 18x in the Construction industry in Taiwan. Total returns to shareholders of 197% over the past three years.分析記事 • Apr 24LongDa Construction & Development Corporation's (TWSE:5519) Low P/E No Reason For ExcitementWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") above 23x, you may consider...Buy Or Sell Opportunity • Apr 18Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 46% to NT$42.50. The fair value is estimated to be NT$33.87, 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 20%.Buy Or Sell Opportunity • Apr 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to NT$40.90. The fair value is estimated to be NT$34.01, 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 20%.お知らせ • Mar 12LongDa Construction & Development Corporation, Annual General Meeting, May 31, 2024LongDa Construction & Development Corporation, Annual General Meeting, May 31, 2024. Location: Room 2, F26, No. 6 Minquan Second Road Qianzhen District Kaohsiung City Taiwan Agenda: To consider 2023 Business Report; to consider the Audit Committee's review report on the Company's statements for 2023; to consider Distribution of employee remunerations and director remunerations in 2023; to consider 2023 earnings distribution proposaland Cash Dividend Status Report; to consider Amendments to the Procedures of the Board of Directors.Reported Earnings • Mar 12Full year 2023 earnings released: EPS: NT$3.69 (vs NT$4.13 in FY 2022)Full year 2023 results: EPS: NT$3.69 (down from NT$4.13 in FY 2022). Revenue: NT$4.37b (down 7.4% from FY 2022). Net income: NT$808.4m (down 11% from FY 2022). Profit margin: 19% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: NT$0.83 (vs NT$0.81 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.83 (up from NT$0.81 in 2Q 2022). Revenue: NT$872.9m (down 38% from 2Q 2022). Net income: NT$182.7m (up 2.8% from 2Q 2022). Profit margin: 21% (up from 13% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 06Upcoming dividend of NT$2.10 per share at 8.4% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 10 August 2023. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 8.4%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (5.5%).お知らせ • Jun 16LongDa Construction & Development Corporation Declares Common Stock Cash DividendLongDa Construction & Development Corporation declared a common stock cash dividend of TWD 460,314,078, allotment of TWD 2.1 per share. Ex-rights (ex-dividend) trading date is July 13, 2023. Ex-rights (ex-dividend) record date is July 19, 2023.お知らせ • May 10Longda Construction & Development Corporation Announces Executive ChangesLongDa Construction & Development Corporation announced position adjustment of Wu-Tsung Chen from the position of CEO to the position of Chief Strategy Officer. Effective date is May 10, 2023.Reported Earnings • Feb 25Full year 2022 earnings released: EPS: NT$4.13 (vs NT$2.73 in FY 2021)Full year 2022 results: EPS: NT$4.13 (up from NT$2.73 in FY 2021). Revenue: NT$4.71b (flat on FY 2021). Net income: NT$905.8m (up 51% from FY 2021). Profit margin: 19% (up from 13% in FY 2021). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Xiangkai Lin was the last independent director to join the board, commencing their role in 2018. 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 • Nov 10Third quarter 2022 earnings released: EPS: NT$2.06 (vs NT$0.30 in 3Q 2021)Third quarter 2022 results: EPS: NT$2.06 (up from NT$0.30 in 3Q 2021). Revenue: NT$1.89b (up 160% from 3Q 2021). Net income: NT$450.9m (up NT$385.8m from 3Q 2021). Profit margin: 24% (up from 9.0% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 12% per year.Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: NT$0.81 (vs NT$0.84 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.81 (down from NT$0.84 in 2Q 2021). Revenue: NT$1.41b (up 5.9% from 2Q 2021). Net income: NT$177.8m (down 3.5% from 2Q 2021). Profit margin: 13% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 01Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 08 August 2022. Payment date: 06 September 2022. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 8.9%. Within top quartile of Taiwanese dividend payers (6.6%). Higher than average of industry peers (6.3%).お知らせ • Jul 24Longda Construction & Development Corporation Declares DividendLongDa Construction & Development Corporation declared a common stock cash dividend of TWD 438,394,360, allotment of TWD 2 per share. Ex-rights (ex-dividend) trading date is August 8, 2022. Ex-rights (ex-dividend) record date is August 14, 2022.Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$0.24 (vs NT$0.19 in 1Q 2021)First quarter 2022 results: EPS: NT$0.24 (up from NT$0.19 in 1Q 2021). Revenue: NT$420.7m (down 28% from 1Q 2021). Net income: NT$51.5m (up 22% from 1Q 2021). Profit margin: 12% (up from 7.3% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Buying Opportunity • Apr 11Now 20% undervaluedOver the last 90 days, the stock is up 3.3%. The fair value is estimated to be NT$29.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has declined by 9.3%.Buying Opportunity • Feb 14Now 21% undervaluedOver the last 90 days, the stock is up 8.2%. The fair value is estimated to be NT$29.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has declined by 6.3% per annum over the last 3 years.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$0.30 (vs NT$0.72 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$726.7m (down 42% from 3Q 2020). Net income: NT$65.1m (down 59% from 3Q 2020). Profit margin: 9.0% (down from 13% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 23Upcoming dividend of NT$1.80 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 30 September 2021. Trailing yield: 8.2%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (5.1%).Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.84 (vs NT$0.16 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$1.33b (up 136% from 2Q 2020). Net income: NT$184.3m (up 430% from 2Q 2020). Profit margin: 14% (up from 6.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% 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 • May 14First quarter 2021 earnings released: EPS NT$0.19 (vs NT$0.27 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: NT$580.4m (up 42% from 1Q 2020). Net income: NT$42.4m (down 27% from 1Q 2020). Profit margin: 7.3% (down from 14% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$23.75, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 16x in the Construction industry in Taiwan. Total returns to shareholders of 133% over the past three years.分析記事 • Apr 07Calculating The Intrinsic Value Of LongDa Construction & Development Corporation (TPE:5519)How far off is LongDa Construction & Development Corporation ( TPE:5519 ) from its intrinsic value? Using the most...分析記事 • Mar 23Is LongDa Construction & Development Corporation (TPE:5519) The Right Choice For A Smart Dividend Investor?Is LongDa Construction & Development Corporation ( TPE:5519 ) a good dividend stock? How can we tell? Dividend paying...Reported Earnings • Mar 12Full year 2020 earnings released: EPS NT$2.07 (vs NT$2.43 in FY 2019)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2020 results: Revenue: NT$3.41b (down 22% from FY 2019). Net income: NT$453.1m (down 7.4% from FY 2019). Profit margin: 13% (up from 11% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 19% per year.お知らせ • Mar 11LongDa Construction & Development Corporation, Annual General Meeting, May 25, 2021LongDa Construction & Development Corporation, Annual General Meeting, May 25, 2021.分析記事 • Mar 09LongDa Construction & Development Corporation's (TPE:5519) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?LongDa Construction & Development's (TPE:5519) stock is up by a considerable 24% over the past month. As most would...Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$18.00, the stock is trading at a trailing P/E ratio of 11.4x, up from the previous P/E ratio of 9.6x. This compares to an average P/E of 17x in the Construction industry in Taiwan. Total returns to shareholders over the past three years are 104%.Is New 90 Day High Low • Feb 24New 90-day high: NT$17.00The company is up 9.0% from its price of NT$15.60 on 26 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Construction industry, which is up 2.0% over the same period.分析記事 • Feb 15These 4 Measures Indicate That LongDa Construction & Development (TPE:5519) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Jan 26Is LongDa Construction & Development (TPE:5519) Likely To Turn Things Around?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Is New 90 Day High Low • Jan 15New 90-day low: NT$14.75The company is down 2.0% from its price of NT$15.05 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 2.0% over the same period.分析記事 • Jan 08Did You Participate In Any Of LongDa Construction & Development's (TPE:5519) Respectable 73% Return?Thanks in no small measure to Vanguard founder Jack Bogle, it's easy buy a low cost index fund, which should provide...分析記事 • Dec 21Key Things To Consider Before Buying LongDa Construction & Development Corporation (TPE:5519) For Its DividendToday we'll take a closer look at LongDa Construction & Development Corporation ( TPE:5519 ) from a dividend investor's...分析記事 • Nov 24Does LongDa Construction & Development's (TPE:5519) Statutory Profit Adequately Reflect Its Underlying Profit?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said...Reported Earnings • Nov 10Third quarter 2020 earnings released: EPS NT$0.72The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2020 results: Revenue: NT$1.25b (up 123% from 3Q 2019). Net income: NT$158.0m (up 81% from 3Q 2019). Profit margin: 13% (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 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Sep 22New 90-day low: NT$14.90The company is down 5.0% from its price of NT$15.65 on 24 June 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 9.0% over the same period.株主還元5519TW ConstructionTW 市場7D0.6%2.9%2.6%1Y-11.6%29.2%94.7%株主還元を見る業界別リターン: 5519過去 1 年間で29.2 % の収益を上げたTW Construction業界を下回りました。リターン対市場: 5519は、過去 1 年間で94.7 % のリターンを上げたTW市場を下回りました。価格変動Is 5519's price volatile compared to industry and market?5519 volatility5519 Average Weekly Movement3.7%Construction Industry Average Movement5.6%Market Average Movement6.2%10% most volatile stocks in TW Market12.3%10% least volatile stocks in TW Market2.5%安定した株価: 5519 、 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: 5519の 週次ボラティリティ ( 4% ) 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1971n/aMaoyuan Hungwww.longda.com.tw龍大建設開発股份有限公司は台湾と日本で建設・土木事業に従事している。住宅・ビルの開発、賃貸、販売、ホテル事業を手掛ける。龍大建設開発股份有限公司は1971年に設立され、台湾の高雄に拠点を置く。もっと見るLongDa Construction & Development Corporation 基礎のまとめLongDa Construction & Development の収益と売上を時価総額と比較するとどうか。5519 基礎統計学時価総額NT$7.08b収益（TTM）NT$1.09b売上高(TTM)NT$5.38b6.5xPER（株価収益率1.3xP/Sレシオ5519 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5519 損益計算書（TTM）収益NT$5.38b売上原価NT$3.56b売上総利益NT$1.82bその他の費用NT$730.60m収益NT$1.09b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）4.99グロス・マージン33.90%純利益率20.32%有利子負債／自己資本比率114.6%5519 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10.2%現在の配当利回り66%配当性向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2026/05/25 23:53終値2026/05/25 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LongDa Construction & Development Corporation 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。0
Reported Earnings • May 18First quarter 2026 earnings released: EPS: NT$0.58 (vs NT$0.56 in 1Q 2025)First quarter 2026 results: EPS: NT$0.58 (up from NT$0.56 in 1Q 2025). Revenue: NT$677.0m (down 9.5% from 1Q 2025). Net income: NT$127.9m (up 4.7% from 1Q 2025). Profit margin: 19% (up from 16% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$4.96 (vs NT$3.90 in FY 2024)Full year 2025 results: EPS: NT$4.96 (up from NT$3.90 in FY 2024). Revenue: NT$5.45b (down 13% from FY 2024). Net income: NT$1.09b (up 27% from FY 2024). Profit margin: 20% (up from 14% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 12LongDa Construction & Development Corporation, Annual General Meeting, May 28, 2026LongDa Construction & Development Corporation, Annual General Meeting, May 28, 2026, at 10:30 Taipei Standard Time. Location: 26- floor no,6, min ch`uan 2nd rd., cianjhen district, kaohsiung city Taiwan
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$3.52 (vs NT$0.17 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.52 (up from NT$0.17 in 3Q 2024). Revenue: NT$3.31b (up NT$2.82b from 3Q 2024). Net income: NT$770.6m (up NT$732.2m from 3Q 2024). Profit margin: 23% (up from 7.8% 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 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.23 (vs NT$0.48 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.23 (down from NT$0.48 in 2Q 2024). Revenue: NT$401.0m (down 45% from 2Q 2024). Net income: NT$51.2m (down 51% from 2Q 2024). Profit margin: 13% (down from 14% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Declared Dividend • May 31Dividend increased to NT$3.00Dividend of NT$3.00 is 36% higher than last year. Ex-date: 17th June 2025 Payment date: 18th July 2025 Dividend yield will be 8.5%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio) and 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 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 2.7% to bring the payout ratio under control, which is less than the 8.8% EPS growth achieved over the last 5 years.
Reported Earnings • May 18First quarter 2026 earnings released: EPS: NT$0.58 (vs NT$0.56 in 1Q 2025)First quarter 2026 results: EPS: NT$0.58 (up from NT$0.56 in 1Q 2025). Revenue: NT$677.0m (down 9.5% from 1Q 2025). Net income: NT$127.9m (up 4.7% from 1Q 2025). Profit margin: 19% (up from 16% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$4.96 (vs NT$3.90 in FY 2024)Full year 2025 results: EPS: NT$4.96 (up from NT$3.90 in FY 2024). Revenue: NT$5.45b (down 13% from FY 2024). Net income: NT$1.09b (up 27% from FY 2024). Profit margin: 20% (up from 14% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 12LongDa Construction & Development Corporation, Annual General Meeting, May 28, 2026LongDa Construction & Development Corporation, Annual General Meeting, May 28, 2026, at 10:30 Taipei Standard Time. Location: 26- floor no,6, min ch`uan 2nd rd., cianjhen district, kaohsiung city Taiwan
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$3.52 (vs NT$0.17 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.52 (up from NT$0.17 in 3Q 2024). Revenue: NT$3.31b (up NT$2.82b from 3Q 2024). Net income: NT$770.6m (up NT$732.2m from 3Q 2024). Profit margin: 23% (up from 7.8% 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 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.23 (vs NT$0.48 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.23 (down from NT$0.48 in 2Q 2024). Revenue: NT$401.0m (down 45% from 2Q 2024). Net income: NT$51.2m (down 51% from 2Q 2024). Profit margin: 13% (down from 14% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Declared Dividend • May 31Dividend increased to NT$3.00Dividend of NT$3.00 is 36% higher than last year. Ex-date: 17th June 2025 Payment date: 18th July 2025 Dividend yield will be 8.5%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio) and 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 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 2.7% to bring the payout ratio under control, which is less than the 8.8% EPS growth achieved over the last 5 years.
お知らせ • May 30LongDa Construction & Development Corporation Announces Cash Dividends, Payable on July 18, 2025LongDa Construction & Development Corporation announced cash dividends on common shares of TWD 657,591,540, TWD 3 per share. Date of the resolution by the board of directors or shareholders meeting or decision by the Company: May 29, 2025 . Ex-rights (ex-dividend) trading date is June 17, 2025. Ex-rights (ex-dividend) record date is June 23, 2025. Payment date of common stock cash dividend distribution is July 18, 2025.
Reported Earnings • May 09First quarter 2025 earnings released: EPS: NT$0.56 (vs NT$1.22 in 1Q 2024)First quarter 2025 results: EPS: NT$0.56 (down from NT$1.22 in 1Q 2024). Revenue: NT$747.9m (down 69% from 1Q 2024). Net income: NT$122.2m (down 54% from 1Q 2024). Profit margin: 16% (up from 11% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 01LongDa Construction & Development Corporation to Report Q1, 2025 Results on May 08, 2025LongDa Construction & Development Corporation 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 15%After last week's 15% share price decline to NT$30.65, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 16x in the Construction industry in Taiwan. Total returns to shareholders of 65% over the past three years.
Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NT$3.90 (vs NT$3.69 in FY 2023)Full year 2024 results: EPS: NT$3.90 (up from NT$3.69 in FY 2023). Revenue: NT$6.25b (up 43% from FY 2023). Net income: NT$855.4m (up 5.8% from FY 2023). Profit margin: 14% (down from 19% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Mar 11LongDa Construction & Development Corporation, Annual General Meeting, May 29, 2025LongDa Construction & Development Corporation, Annual General Meeting, May 29, 2025, at 10:30 Taipei Standard Time. Location: 26- floor no,6, min ch`uan 2nd rd., cianjhen district, kaohsiung city Taiwan
お知らせ • Mar 01LongDa Construction & Development Corporation to Report Fiscal Year 2024 Results on Mar 10, 2025LongDa Construction & Development Corporation announced that they will report fiscal year 2024 results on Mar 10, 2025
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$0.18 (vs NT$0.22 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.18 (down from NT$0.22 in 3Q 2023). Revenue: NT$490.3m (up 18% from 3Q 2023). Net income: NT$38.4m (down 22% from 3Q 2023). Profit margin: 7.8% (down from 12% 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 16% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Nov 05LongDa Construction & Development Corporation to Report Q3, 2024 Results on Nov 12, 2024LongDa Construction & Development Corporation announced that they will report Q3, 2024 results on Nov 12, 2024
分析記事 • Sep 23LongDa Construction & Development Corporation's (TWSE:5519) Price Is Right But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 8.9x LongDa Construction & Development Corporation ( TWSE:5519 ) may be...
Buy Or Sell Opportunity • Aug 30Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 9.2% to NT$47.65. The fair value is estimated to be NT$38.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 17%.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: NT$0.48 (vs NT$0.83 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.48 (down from NT$0.83 in 2Q 2023). Revenue: NT$724.5m (down 17% from 2Q 2023). Net income: NT$104.2m (down 43% from 2Q 2023). Profit margin: 14% (down from 21% in 2Q 2023). The decrease in margin was driven by lower 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 32% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$44.25, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 17x in the Construction industry in Taiwan. Total returns to shareholders of 172% over the past three years.
お知らせ • Aug 03LongDa Construction & Development Corporation to Report Q2, 2024 Results on Aug 12, 2024LongDa Construction & Development Corporation announced that they will report Q2, 2024 results on Aug 12, 2024
Upcoming Dividend • Jun 11Upcoming dividend of NT$2.20 per shareEligible shareholders must have bought the stock before 18 June 2024. Payment date: 18 July 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (3.6%).
分析記事 • Jun 10Investors Still Aren't Entirely Convinced By LongDa Construction & Development Corporation's (TWSE:5519) Earnings Despite 25% Price JumpLongDa Construction & Development Corporation ( TWSE:5519 ) shares have continued their recent momentum with a 25% gain...
New Risk • Jun 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (81% net debt to equity). 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 (8.2% average weekly change). Large one-off items impacting financial results.
分析記事 • Jun 03LongDa Construction & Development (TWSE:5519) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$48.00, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 16x in the Construction industry in Taiwan. Total returns to shareholders of 182% over the past three years.
お知らせ • Jun 01LongDa Construction & Development Corporation Announces Audit Committee ChangesLongDa Construction & Development Corporation announced the company's third audit committee. Name of the previous position holder: Lin, Xiangkai; Jiang, Yongzheng; Resume of the previous position holder: Lin, Xiangkai Independent Director of Longda Construction Co., Ltd; Jiang, Yongzheng Independent Director of Longda Construction Co. Ltd. Name of the new position holder: Lin, Xiangkai; Jiang, Yongzheng; Lai, Biying. Resume of the new position holder: Lin, Xiangkai Independent Director of Longda Construction Co. Ltd.; Jiang, Yongzheng Independent Director of Longda Construction Co. Ltd.; Lai, Biying Professor, Department of Real Estate Management, National Pingtung University. Effective date of the new member is May 31, 2024.
Reported Earnings • May 13First quarter 2024 earnings released: EPS: NT$1.22 (vs NT$0.27 in 1Q 2023)First quarter 2024 results: EPS: NT$1.22 (up from NT$0.27 in 1Q 2023). Revenue: NT$2.42b (up 448% from 1Q 2023). Net income: NT$266.4m (up 352% from 1Q 2023). Profit margin: 11% (down from 13% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 03LongDa Construction & Development Corporation to Report Q1, 2024 Results on May 10, 2024LongDa Construction & Development Corporation announced that they will report Q1, 2024 results on May 10, 2024
New Risk • May 02New 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 Debt is not well covered by operating cash flow (11% operating cash flow to total debt). 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 (6.7% average weekly change).
Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$52.00, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 18x in the Construction industry in Taiwan. Total returns to shareholders of 197% over the past three years.
分析記事 • Apr 24LongDa Construction & Development Corporation's (TWSE:5519) Low P/E No Reason For ExcitementWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") above 23x, you may consider...
Buy Or Sell Opportunity • Apr 18Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 46% to NT$42.50. The fair value is estimated to be NT$33.87, 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 20%.
Buy Or Sell Opportunity • Apr 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to NT$40.90. The fair value is estimated to be NT$34.01, 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 20%.
お知らせ • Mar 12LongDa Construction & Development Corporation, Annual General Meeting, May 31, 2024LongDa Construction & Development Corporation, Annual General Meeting, May 31, 2024. Location: Room 2, F26, No. 6 Minquan Second Road Qianzhen District Kaohsiung City Taiwan Agenda: To consider 2023 Business Report; to consider the Audit Committee's review report on the Company's statements for 2023; to consider Distribution of employee remunerations and director remunerations in 2023; to consider 2023 earnings distribution proposaland Cash Dividend Status Report; to consider Amendments to the Procedures of the Board of Directors.
Reported Earnings • Mar 12Full year 2023 earnings released: EPS: NT$3.69 (vs NT$4.13 in FY 2022)Full year 2023 results: EPS: NT$3.69 (down from NT$4.13 in FY 2022). Revenue: NT$4.37b (down 7.4% from FY 2022). Net income: NT$808.4m (down 11% from FY 2022). Profit margin: 19% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: NT$0.83 (vs NT$0.81 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.83 (up from NT$0.81 in 2Q 2022). Revenue: NT$872.9m (down 38% from 2Q 2022). Net income: NT$182.7m (up 2.8% from 2Q 2022). Profit margin: 21% (up from 13% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 06Upcoming dividend of NT$2.10 per share at 8.4% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 10 August 2023. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 8.4%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (5.5%).
お知らせ • Jun 16LongDa Construction & Development Corporation Declares Common Stock Cash DividendLongDa Construction & Development Corporation declared a common stock cash dividend of TWD 460,314,078, allotment of TWD 2.1 per share. Ex-rights (ex-dividend) trading date is July 13, 2023. Ex-rights (ex-dividend) record date is July 19, 2023.
お知らせ • May 10Longda Construction & Development Corporation Announces Executive ChangesLongDa Construction & Development Corporation announced position adjustment of Wu-Tsung Chen from the position of CEO to the position of Chief Strategy Officer. Effective date is May 10, 2023.
Reported Earnings • Feb 25Full year 2022 earnings released: EPS: NT$4.13 (vs NT$2.73 in FY 2021)Full year 2022 results: EPS: NT$4.13 (up from NT$2.73 in FY 2021). Revenue: NT$4.71b (flat on FY 2021). Net income: NT$905.8m (up 51% from FY 2021). Profit margin: 19% (up from 13% in FY 2021). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Xiangkai Lin was the last independent director to join the board, commencing their role in 2018. 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 • Nov 10Third quarter 2022 earnings released: EPS: NT$2.06 (vs NT$0.30 in 3Q 2021)Third quarter 2022 results: EPS: NT$2.06 (up from NT$0.30 in 3Q 2021). Revenue: NT$1.89b (up 160% from 3Q 2021). Net income: NT$450.9m (up NT$385.8m from 3Q 2021). Profit margin: 24% (up from 9.0% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 12% per year.
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: NT$0.81 (vs NT$0.84 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.81 (down from NT$0.84 in 2Q 2021). Revenue: NT$1.41b (up 5.9% from 2Q 2021). Net income: NT$177.8m (down 3.5% from 2Q 2021). Profit margin: 13% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 01Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 08 August 2022. Payment date: 06 September 2022. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 8.9%. Within top quartile of Taiwanese dividend payers (6.6%). Higher than average of industry peers (6.3%).
お知らせ • Jul 24Longda Construction & Development Corporation Declares DividendLongDa Construction & Development Corporation declared a common stock cash dividend of TWD 438,394,360, allotment of TWD 2 per share. Ex-rights (ex-dividend) trading date is August 8, 2022. Ex-rights (ex-dividend) record date is August 14, 2022.
Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$0.24 (vs NT$0.19 in 1Q 2021)First quarter 2022 results: EPS: NT$0.24 (up from NT$0.19 in 1Q 2021). Revenue: NT$420.7m (down 28% from 1Q 2021). Net income: NT$51.5m (up 22% from 1Q 2021). Profit margin: 12% (up from 7.3% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Buying Opportunity • Apr 11Now 20% undervaluedOver the last 90 days, the stock is up 3.3%. The fair value is estimated to be NT$29.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has declined by 9.3%.
Buying Opportunity • Feb 14Now 21% undervaluedOver the last 90 days, the stock is up 8.2%. The fair value is estimated to be NT$29.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has declined by 6.3% per annum over the last 3 years.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$0.30 (vs NT$0.72 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$726.7m (down 42% from 3Q 2020). Net income: NT$65.1m (down 59% from 3Q 2020). Profit margin: 9.0% (down from 13% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 23Upcoming dividend of NT$1.80 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 30 September 2021. Trailing yield: 8.2%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (5.1%).
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.84 (vs NT$0.16 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$1.33b (up 136% from 2Q 2020). Net income: NT$184.3m (up 430% from 2Q 2020). Profit margin: 14% (up from 6.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% 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 • May 14First quarter 2021 earnings released: EPS NT$0.19 (vs NT$0.27 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: NT$580.4m (up 42% from 1Q 2020). Net income: NT$42.4m (down 27% from 1Q 2020). Profit margin: 7.3% (down from 14% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$23.75, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 16x in the Construction industry in Taiwan. Total returns to shareholders of 133% over the past three years.
分析記事 • Apr 07Calculating The Intrinsic Value Of LongDa Construction & Development Corporation (TPE:5519)How far off is LongDa Construction & Development Corporation ( TPE:5519 ) from its intrinsic value? Using the most...
分析記事 • Mar 23Is LongDa Construction & Development Corporation (TPE:5519) The Right Choice For A Smart Dividend Investor?Is LongDa Construction & Development Corporation ( TPE:5519 ) a good dividend stock? How can we tell? Dividend paying...
Reported Earnings • Mar 12Full year 2020 earnings released: EPS NT$2.07 (vs NT$2.43 in FY 2019)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2020 results: Revenue: NT$3.41b (down 22% from FY 2019). Net income: NT$453.1m (down 7.4% from FY 2019). Profit margin: 13% (up from 11% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Mar 11LongDa Construction & Development Corporation, Annual General Meeting, May 25, 2021LongDa Construction & Development Corporation, Annual General Meeting, May 25, 2021.
分析記事 • Mar 09LongDa Construction & Development Corporation's (TPE:5519) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?LongDa Construction & Development's (TPE:5519) stock is up by a considerable 24% over the past month. As most would...
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$18.00, the stock is trading at a trailing P/E ratio of 11.4x, up from the previous P/E ratio of 9.6x. This compares to an average P/E of 17x in the Construction industry in Taiwan. Total returns to shareholders over the past three years are 104%.
Is New 90 Day High Low • Feb 24New 90-day high: NT$17.00The company is up 9.0% from its price of NT$15.60 on 26 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Construction industry, which is up 2.0% over the same period.
分析記事 • Feb 15These 4 Measures Indicate That LongDa Construction & Development (TPE:5519) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Jan 26Is LongDa Construction & Development (TPE:5519) Likely To Turn Things Around?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Is New 90 Day High Low • Jan 15New 90-day low: NT$14.75The company is down 2.0% from its price of NT$15.05 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 2.0% over the same period.
分析記事 • Jan 08Did You Participate In Any Of LongDa Construction & Development's (TPE:5519) Respectable 73% Return?Thanks in no small measure to Vanguard founder Jack Bogle, it's easy buy a low cost index fund, which should provide...
分析記事 • Dec 21Key Things To Consider Before Buying LongDa Construction & Development Corporation (TPE:5519) For Its DividendToday we'll take a closer look at LongDa Construction & Development Corporation ( TPE:5519 ) from a dividend investor's...
分析記事 • Nov 24Does LongDa Construction & Development's (TPE:5519) Statutory Profit Adequately Reflect Its Underlying Profit?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said...
Reported Earnings • Nov 10Third quarter 2020 earnings released: EPS NT$0.72The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2020 results: Revenue: NT$1.25b (up 123% from 3Q 2019). Net income: NT$158.0m (up 81% from 3Q 2019). Profit margin: 13% (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 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Sep 22New 90-day low: NT$14.90The company is down 5.0% from its price of NT$15.65 on 24 June 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 9.0% over the same period.
