View ValuationTransart Graphics 将来の成長Future 基準チェック /06現在、 Transart Graphics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Commercial Services 収益成長11.9%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更新なしすべての更新を表示Recent updatesUpcoming Dividend • Jul 13Upcoming dividend of NT$2.75 per shareEligible shareholders must have bought the stock before 20 July 2026. Payment date: 10 August 2026. Payout ratio and cash payout ratio are on the higher end at 90% and 78% respectively. Trailing yield: 6.5%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.5%).Declared Dividend • Jun 15Dividend increased to NT$2.75Dividend of NT$2.75 is 7.8% higher than last year. Ex-date: 20th July 2026 Payment date: 10th August 2026 Dividend yield will be 6.5%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is not adequately covered by earnings (90.2% earnings payout ratio). However, it is covered by cash flows (78% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share declined by 25% over the last 5 years, which if continued should see the payout ratio increase to a potentially unsustainable range.Reported Earnings • May 11First quarter 2026 earnings released: EPS: NT$0.77 (vs NT$0.96 in 1Q 2025)First quarter 2026 results: EPS: NT$0.77 (down from NT$0.96 in 1Q 2025). Revenue: NT$280.0m (down 8.4% from 1Q 2025). Net income: NT$51.0m (down 21% from 1Q 2025). Profit margin: 18% (down from 21% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Mar 09Transart Graphics Co., Ltd., Annual General Meeting, Jun 12, 2026Transart Graphics Co., Ltd., Annual General Meeting, Jun 12, 2026. Location: no,6, kung yeh ou rd., hsi tun district, taichung city TaiwanReported Earnings • Mar 09Full year 2025 earnings released: EPS: NT$3.25 (vs NT$3.01 in FY 2024)Full year 2025 results: EPS: NT$3.25 (up from NT$3.01 in FY 2024). Revenue: NT$1.18b (up 4.9% from FY 2024). Net income: NT$216.3m (up 7.8% from FY 2024). Profit margin: 18% (in line with FY 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: NT$0.98 (vs NT$0.82 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.98 (up from NT$0.82 in 3Q 2024). Revenue: NT$305.6m (up 3.5% from 3Q 2024). Net income: NT$65.2m (up 20% from 3Q 2024). Profit margin: 21% (up from 18% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 10% per year.Reported Earnings • Aug 10Second quarter 2025 earnings released: EPS: NT$0.48 (vs NT$0.78 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.48 (down from NT$0.78 in 2Q 2024). Revenue: NT$276.0m (flat on 2Q 2024). Net income: NT$31.7m (down 39% from 2Q 2024). Profit margin: 12% (down from 19% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Jul 31Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to NT$44.30. The fair value is estimated to be NT$55.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Earnings per share has declined by 33%.Buy Or Sell Opportunity • Jul 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.0% to NT$43.30. The fair value is estimated to be NT$55.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Earnings per share has declined by 33%.Declared Dividend • Jun 25Dividend increased to NT$2.55Dividend of NT$2.55 is 27% higher than last year. Ex-date: 7th July 2025 Payment date: 8th August 2025 Dividend yield will be 5.6%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.New Risk • Jun 23New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$2.97b (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 30% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (NT$2.97b market cap, or US$99.5m).お知らせ • Jun 21Transart Graphics Co., Ltd. Announces Cash Dividend, Payable on August 8, 2025Transart Graphics Co., Ltd. announced Total cash dividends of TWD 169,834,758 (TWD 2.55 per share). Ex-rights (ex-dividend) trading date:2025/07/07. Ex-rights (ex-dividend) record date:2025/07/13. Payment date of common stock cash dividend distribution:2025/08/08.Reported Earnings • May 10First quarter 2025 earnings released: EPS: NT$0.97 (vs NT$0.57 in 1Q 2024)First quarter 2025 results: EPS: NT$0.97 (up from NT$0.57 in 1Q 2024). Revenue: NT$305.6m (up 25% from 1Q 2024). Net income: NT$64.3m (up 70% from 1Q 2024). Profit margin: 21% (up from 16% in 1Q 2024). The increase in margin was driven by higher revenue. 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 11% per year, which means it has not declined as severely as earnings.お知らせ • May 01Transart Graphics Co., Ltd. to Report Q1, 2025 Results on May 09, 2025Transart Graphics Co., Ltd. announced that they will report Q1, 2025 results on May 09, 2025Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$40.55, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 17x in the Commercial Services industry in Taiwan. Total loss to shareholders of 27% over the past three years.New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.04b (US$92.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 26% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (104% cash payout ratio). Market cap is less than US$100m (NT$3.04b market cap, or US$92.0m).Reported Earnings • Mar 12Full year 2024 earnings released: EPS: NT$3.01 (vs NT$1.88 in FY 2023)Full year 2024 results: EPS: NT$3.01 (up from NT$1.88 in FY 2023). Revenue: NT$1.12b (up 13% from FY 2023). Net income: NT$200.7m (up 61% from FY 2023). Profit margin: 18% (up from 13% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 41% 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 • Mar 10Transart Graphics Co., Ltd., Annual General Meeting, Jun 20, 2025Transart Graphics Co., Ltd., Annual General Meeting, Jun 20, 2025. Location: no,6, kung yeh ou rd., hsi tun district, taichung city Taiwanお知らせ • Mar 01Transart Graphics Co., Ltd. to Report Fiscal Year 2024 Results on Mar 07, 2025Transart Graphics Co., Ltd. announced that they will report fiscal year 2024 results on Mar 07, 2025Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: NT$0.82 (vs NT$0.58 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.82 (up from NT$0.58 in 3Q 2023). Revenue: NT$295.1m (up 22% from 3Q 2023). Net income: NT$54.3m (up 41% from 3Q 2023). Profit margin: 18% (up from 16% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 47% 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.Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: NT$0.78 (vs NT$0.46 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.78 (up from NT$0.46 in 2Q 2023). Revenue: NT$275.7m (up 17% from 2Q 2023). Net income: NT$52.0m (up 68% from 2Q 2023). Profit margin: 19% (up from 13% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance.お知らせ • Aug 10+ 1 more updateTransart Graphics Co., Ltd. Approves to Establish Sustainable Development CommitteeTransart Graphics Co., Ltd. announced approval by the Board of Directors to establish the Sustainable Development Committee. Name and Resume of the new position holder: @Chen, Cheng-Hsiung: Independent Director, Transart Graphics Co., Ltd.; @Chen, Pin-Chia: Independent Director, Transart Graphics Co., Ltd.; @Chen, Chien-Chou: Independent Director, Transart Graphics Co., Ltd.; @Hung, Wen-Le:Vice Chairman of Transart Graphics Co., Ltd. and @Li, Yu-Pei: Director & General Manager, Transart Graphics Co., Ltd. Effective date of the new member is August 9, 2024.New Risk • Aug 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.18b (US$97.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 10% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (115% payout ratio). Profit margins are more than 30% lower than last year (12% net profit margin). Market cap is less than US$100m (NT$3.18b market cap, or US$97.3m).お知らせ • Aug 02Transart Graphics Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024Transart Graphics Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024Declared Dividend • Jun 22Dividend of NT$2.00 announcedShareholders will receive a dividend of NT$2.00. Ex-date: 1st July 2024 Payment date: 24th July 2024 Dividend yield will be 3.7%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (115% earnings payout ratio). However, it is covered by cash flows (85% cash payout ratio). The dividend has decreased over the past 86 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 27% to bring the payout ratio under control. However, EPS has declined by 13% over the last 5 years so the company would need to reverse this trend.Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.57 (vs NT$0.70 in 1Q 2023)First quarter 2024 results: EPS: NT$0.57 (down from NT$0.70 in 1Q 2023). Revenue: NT$243.6m (down 10.0% from 1Q 2023). Net income: NT$37.9m (down 19% from 1Q 2023). Profit margin: 16% (down from 17% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.お知らせ • May 03Transart Graphics Co., Ltd. to Report Q1, 2024 Results on May 10, 2024Transart Graphics Co., Ltd. announced that they will report Q1, 2024 results on May 10, 2024お知らせ • Mar 14Transart Graphics Co., Ltd., Annual General Meeting, Jun 14, 2024Transart Graphics Co., Ltd., Annual General Meeting, Jun 14, 2024. Location: No.6, The 12th Road, Taichung Ind.Park, Taichung 407 , Taiwan Taichung Taiwan Agenda: To consider the report of the business of 2023; to consider the Audit Committee' s review report of the financial statements for 2023; to consider the Report on the distribution of cash dividends to shareholders from the profits for the fiscal year 2023; to accept 2023 Business Report ad Financial Statements; and to consider other matters.Reported Earnings • Mar 14Full year 2023 earnings released: EPS: NT$1.88 (vs NT$4.43 in FY 2022)Full year 2023 results: EPS: NT$1.88 (down from NT$4.43 in FY 2022). Revenue: NT$993.7m (down 32% from FY 2022). Net income: NT$124.9m (down 58% from FY 2022). Profit margin: 13% (down from 20% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: NT$0.46 (vs NT$1.42 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.46 (down from NT$1.42 in 2Q 2022). Revenue: NT$235.3m (down 37% from 2Q 2022). Net income: NT$30.9m (down 67% from 2Q 2022). Profit margin: 13% (down from 25% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jun 28Upcoming dividend of NT$3.80 per share at 6.5% yieldEligible shareholders must have bought the stock before 05 July 2023. Payment date: 24 July 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.5%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (4.2%).Reported Earnings • Mar 28Full year 2022 earnings released: EPS: NT$4.43 (vs NT$6.10 in FY 2021)Full year 2022 results: EPS: NT$4.43 (down from NT$6.10 in FY 2021). Revenue: NT$1.46b (down 6.9% from FY 2021). Net income: NT$295.0m (down 27% from FY 2021). Profit margin: 20% (down from 26% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.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. 11 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Vice Chairman and President Le Wen was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 06Third quarter 2022 earnings released: EPS: NT$1.21 (vs NT$1.12 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.21 (up from NT$1.12 in 3Q 2021). Revenue: NT$397.4m (down 1.8% from 3Q 2021). Net income: NT$80.9m (up 8.5% from 3Q 2021). Profit margin: 20% (up from 18% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Buying Opportunity • Oct 13Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 6.2%. The fair value is estimated to be NT$70.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 21%.Buying Opportunity • Aug 31Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be NT$76.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 21%.Reported Earnings • Aug 07Second quarter 2022 earnings released: EPS: NT$1.42 (vs NT$2.50 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.42 (down from NT$2.50 in 2Q 2021). Revenue: NT$374.2m (down 3.4% from 2Q 2021). Net income: NT$94.4m (down 43% from 2Q 2021). Profit margin: 25% (down from 43% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 27Upcoming dividend of NT$6.50 per shareEligible shareholders must have bought the stock before 04 July 2022. Payment date: 22 July 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 9.6%. Within top quartile of Taiwanese dividend payers (6.3%). Higher than average of industry peers (4.9%).Reported Earnings • May 09First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: NT$1.47 (up from NT$1.41 in 1Q 2021). Revenue: NT$369.4m (down 4.2% from 1Q 2021). Net income: NT$97.9m (up 4.6% from 1Q 2021). Profit margin: 27% (up from 24% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.8%. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.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. 11 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Vice Chairman and President Le Wen was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 28Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: NT$6.10 (down from NT$12.51 in FY 2020). Revenue: NT$1.57b (up 14% from FY 2020). Net income: NT$406.5m (down 51% from FY 2020). Profit margin: 26% (down from 61% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.8%. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$1.12 (vs NT$9.20 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$404.6m (down 2.6% from 3Q 2020). Net income: NT$74.6m (down 88% from 3Q 2020). Profit margin: 18% (down from 147% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$2.50 (vs NT$0.52 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$387.5m (up 51% from 2Q 2020). Net income: NT$166.5m (up 384% from 2Q 2020). Profit margin: 43% (up from 13% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 29Upcoming dividend of NT$7.00 per shareEligible shareholders must have bought the stock before 05 July 2021. Payment date: 23 July 2021. Trailing yield: 7.8%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (4.8%).Reported Earnings • May 09First quarter 2021 earnings released: EPS NT$1.41 (vs NT$0.90 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$385.5m (up 36% from 1Q 2020). Net income: NT$93.6m (up 56% from 1Q 2020). Profit margin: 24% (up from 21% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 21Here's How We Evaluate Transart Graphics Co., Ltd.'s (TPE:8481) DividendIs Transart Graphics Co., Ltd. ( TPE:8481 ) a good dividend stock? How can we tell? Dividend paying companies with...分析記事 • Apr 02Transart Graphics (TPE:8481) Will Be Hoping To Turn Its Returns On Capital AroundIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Mar 30Full year 2020 earnings released: EPS NT$12.51 (vs NT$3.42 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$1.38b (up 12% from FY 2019). Net income: NT$832.9m (up 265% from FY 2019). Profit margin: 61% (up from 19% in FY 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 24% share price gain to NT$90.50, the stock is trading at a trailing P/E ratio of 7.8x, up from the previous P/E ratio of 6.3x. This compares to an average P/E of 22x in the Commercial Services industry in Taiwan. Total returns to shareholders over the past three years are 143%.Is New 90 Day High Low • Mar 02New 90-day high: NT$74.90The company is up 3.0% from its price of NT$72.80 on 02 December 2020. The Taiwanese market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Commercial Services industry, which is down 1.0% over the same period.分析記事 • Feb 25Transart Graphics (TPE:8481) Has Compensated Shareholders With A Respectable 94% Return On Their InvestmentBy buying an index fund, you can roughly match the market return with ease. But if you choose individual stocks with...分析記事 • Jan 21Transart Graphics Co., Ltd.'s (TPE:8481) Stock Has Been Sliding But Fundamentals Look Strong: Is The Market Wrong?With its stock down 1.1% over the past week, it is easy to disregard Transart Graphics (TPE:8481). However, a closer...分析記事 • Dec 16Transart Graphics (TPE:8481) Is Growing Earnings But Are They A Good Guide?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...分析記事 • Nov 18Transart Graphics (TPE:8481) Has Compensated Shareholders With A Respectable 82% Return On Their InvestmentBy buying an index fund, investors can approximate the average market return. But if you pick the right individual...Reported Earnings • Nov 08Third quarter 2020 earnings released: EPS NT$9.20Third quarter 2020 results: Revenue: NT$415.5m (up 27% from 3Q 2019). Net income: NT$612.4m (up NT$547.6m from 3Q 2019). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Nov 05New 90-day high: NT$72.00The company is up 17% from its price of NT$61.70 on 07 August 2020. The Taiwanese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 3.0% over the same period.Is New 90 Day High Low • Oct 06New 90-day high: NT$70.70The company is up 13% from its price of NT$62.40 on 08 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 5.0% 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、Transart Graphics 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:8481 - 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3/31/20261,154203235279N/A12/31/20251,179216267314N/A9/30/20251,197218240276N/A6/30/20251,186207210246N/A3/31/20251,186227200237N/A12/31/20241,124201163188N/A9/30/20241,059153149176N/A6/30/20241,007137180208N/A3/31/2024967116156188N/A12/31/2023994125129168N/A9/30/20231,066138235276N/A6/30/20231,220180249293N/A3/31/20231,359244248287N/A12/31/20221,458295264308N/A9/30/20221,529345207256N/A6/30/20221,536339228279N/A3/31/20221,549411307362N/A12/31/20211,565406304361N/A9/30/20211,598461344405N/A6/30/20211,609999277254N/A3/31/20211,477867120189N/A12/31/20201,376833103197N/A9/30/20201,301771-10129N/A6/30/20201,214224-71215N/A3/31/20201,236235-20230N/A12/31/20191,235228N/A264N/A9/30/20191,214233N/A266N/A6/30/20191,174225N/A280N/A3/31/20191,159234N/A311N/A12/31/20181,139223N/A269N/A9/30/20181,131220N/A278N/A6/30/20181,157232N/A252N/A3/31/20181,162228N/A176N/A12/31/20171,149222N/A214N/A9/30/20171,127216N/A208N/A6/30/20171,064189N/A217N/A3/31/20171,075180N/A224N/A12/31/20161,084176N/A208N/A9/30/20161,112176N/A226N/A6/30/20161,175210N/A264N/A3/31/20161,213225N/A294N/A12/31/20151,269250N/A306N/A9/30/20151,281259N/A280N/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: 8481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: 8481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: 8481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: 8481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: 8481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: 8481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7D1Y7D1Y7D1YCommercial-services 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2026/07/26 05:52終値2026/07/24 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Transart Graphics Co., Ltd. 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。2 アナリスト機関Xiu Lian WuCapital Securities CorporationIris LinSinoPac Securities Investment Service
Upcoming Dividend • Jul 13Upcoming dividend of NT$2.75 per shareEligible shareholders must have bought the stock before 20 July 2026. Payment date: 10 August 2026. Payout ratio and cash payout ratio are on the higher end at 90% and 78% respectively. Trailing yield: 6.5%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.5%).
Declared Dividend • Jun 15Dividend increased to NT$2.75Dividend of NT$2.75 is 7.8% higher than last year. Ex-date: 20th July 2026 Payment date: 10th August 2026 Dividend yield will be 6.5%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is not adequately covered by earnings (90.2% earnings payout ratio). However, it is covered by cash flows (78% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share declined by 25% over the last 5 years, which if continued should see the payout ratio increase to a potentially unsustainable range.
Reported Earnings • May 11First quarter 2026 earnings released: EPS: NT$0.77 (vs NT$0.96 in 1Q 2025)First quarter 2026 results: EPS: NT$0.77 (down from NT$0.96 in 1Q 2025). Revenue: NT$280.0m (down 8.4% from 1Q 2025). Net income: NT$51.0m (down 21% from 1Q 2025). Profit margin: 18% (down from 21% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Mar 09Transart Graphics Co., Ltd., Annual General Meeting, Jun 12, 2026Transart Graphics Co., Ltd., Annual General Meeting, Jun 12, 2026. Location: no,6, kung yeh ou rd., hsi tun district, taichung city Taiwan
Reported Earnings • Mar 09Full year 2025 earnings released: EPS: NT$3.25 (vs NT$3.01 in FY 2024)Full year 2025 results: EPS: NT$3.25 (up from NT$3.01 in FY 2024). Revenue: NT$1.18b (up 4.9% from FY 2024). Net income: NT$216.3m (up 7.8% from FY 2024). Profit margin: 18% (in line with FY 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: NT$0.98 (vs NT$0.82 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.98 (up from NT$0.82 in 3Q 2024). Revenue: NT$305.6m (up 3.5% from 3Q 2024). Net income: NT$65.2m (up 20% from 3Q 2024). Profit margin: 21% (up from 18% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 10% per year.
Reported Earnings • Aug 10Second quarter 2025 earnings released: EPS: NT$0.48 (vs NT$0.78 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.48 (down from NT$0.78 in 2Q 2024). Revenue: NT$276.0m (flat on 2Q 2024). Net income: NT$31.7m (down 39% from 2Q 2024). Profit margin: 12% (down from 19% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Jul 31Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to NT$44.30. The fair value is estimated to be NT$55.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Earnings per share has declined by 33%.
Buy Or Sell Opportunity • Jul 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.0% to NT$43.30. The fair value is estimated to be NT$55.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Earnings per share has declined by 33%.
Declared Dividend • Jun 25Dividend increased to NT$2.55Dividend of NT$2.55 is 27% higher than last year. Ex-date: 7th July 2025 Payment date: 8th August 2025 Dividend yield will be 5.6%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
New Risk • Jun 23New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$2.97b (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 30% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (NT$2.97b market cap, or US$99.5m).
お知らせ • Jun 21Transart Graphics Co., Ltd. Announces Cash Dividend, Payable on August 8, 2025Transart Graphics Co., Ltd. announced Total cash dividends of TWD 169,834,758 (TWD 2.55 per share). Ex-rights (ex-dividend) trading date:2025/07/07. Ex-rights (ex-dividend) record date:2025/07/13. Payment date of common stock cash dividend distribution:2025/08/08.
Reported Earnings • May 10First quarter 2025 earnings released: EPS: NT$0.97 (vs NT$0.57 in 1Q 2024)First quarter 2025 results: EPS: NT$0.97 (up from NT$0.57 in 1Q 2024). Revenue: NT$305.6m (up 25% from 1Q 2024). Net income: NT$64.3m (up 70% from 1Q 2024). Profit margin: 21% (up from 16% in 1Q 2024). The increase in margin was driven by higher revenue. 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 11% per year, which means it has not declined as severely as earnings.
お知らせ • May 01Transart Graphics Co., Ltd. to Report Q1, 2025 Results on May 09, 2025Transart Graphics Co., Ltd. announced that they will report Q1, 2025 results on May 09, 2025
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$40.55, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 17x in the Commercial Services industry in Taiwan. Total loss to shareholders of 27% over the past three years.
New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.04b (US$92.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 26% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (104% cash payout ratio). Market cap is less than US$100m (NT$3.04b market cap, or US$92.0m).
Reported Earnings • Mar 12Full year 2024 earnings released: EPS: NT$3.01 (vs NT$1.88 in FY 2023)Full year 2024 results: EPS: NT$3.01 (up from NT$1.88 in FY 2023). Revenue: NT$1.12b (up 13% from FY 2023). Net income: NT$200.7m (up 61% from FY 2023). Profit margin: 18% (up from 13% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 41% 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 • Mar 10Transart Graphics Co., Ltd., Annual General Meeting, Jun 20, 2025Transart Graphics Co., Ltd., Annual General Meeting, Jun 20, 2025. Location: no,6, kung yeh ou rd., hsi tun district, taichung city Taiwan
お知らせ • Mar 01Transart Graphics Co., Ltd. to Report Fiscal Year 2024 Results on Mar 07, 2025Transart Graphics Co., Ltd. announced that they will report fiscal year 2024 results on Mar 07, 2025
Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: NT$0.82 (vs NT$0.58 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.82 (up from NT$0.58 in 3Q 2023). Revenue: NT$295.1m (up 22% from 3Q 2023). Net income: NT$54.3m (up 41% from 3Q 2023). Profit margin: 18% (up from 16% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 47% 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.
Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: NT$0.78 (vs NT$0.46 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.78 (up from NT$0.46 in 2Q 2023). Revenue: NT$275.7m (up 17% from 2Q 2023). Net income: NT$52.0m (up 68% from 2Q 2023). Profit margin: 19% (up from 13% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 10+ 1 more updateTransart Graphics Co., Ltd. Approves to Establish Sustainable Development CommitteeTransart Graphics Co., Ltd. announced approval by the Board of Directors to establish the Sustainable Development Committee. Name and Resume of the new position holder: @Chen, Cheng-Hsiung: Independent Director, Transart Graphics Co., Ltd.; @Chen, Pin-Chia: Independent Director, Transart Graphics Co., Ltd.; @Chen, Chien-Chou: Independent Director, Transart Graphics Co., Ltd.; @Hung, Wen-Le:Vice Chairman of Transart Graphics Co., Ltd. and @Li, Yu-Pei: Director & General Manager, Transart Graphics Co., Ltd. Effective date of the new member is August 9, 2024.
New Risk • Aug 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.18b (US$97.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 10% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (115% payout ratio). Profit margins are more than 30% lower than last year (12% net profit margin). Market cap is less than US$100m (NT$3.18b market cap, or US$97.3m).
お知らせ • Aug 02Transart Graphics Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024Transart Graphics Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024
Declared Dividend • Jun 22Dividend of NT$2.00 announcedShareholders will receive a dividend of NT$2.00. Ex-date: 1st July 2024 Payment date: 24th July 2024 Dividend yield will be 3.7%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (115% earnings payout ratio). However, it is covered by cash flows (85% cash payout ratio). The dividend has decreased over the past 86 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 27% to bring the payout ratio under control. However, EPS has declined by 13% over the last 5 years so the company would need to reverse this trend.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.57 (vs NT$0.70 in 1Q 2023)First quarter 2024 results: EPS: NT$0.57 (down from NT$0.70 in 1Q 2023). Revenue: NT$243.6m (down 10.0% from 1Q 2023). Net income: NT$37.9m (down 19% from 1Q 2023). Profit margin: 16% (down from 17% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
お知らせ • May 03Transart Graphics Co., Ltd. to Report Q1, 2024 Results on May 10, 2024Transart Graphics Co., Ltd. announced that they will report Q1, 2024 results on May 10, 2024
お知らせ • Mar 14Transart Graphics Co., Ltd., Annual General Meeting, Jun 14, 2024Transart Graphics Co., Ltd., Annual General Meeting, Jun 14, 2024. Location: No.6, The 12th Road, Taichung Ind.Park, Taichung 407 , Taiwan Taichung Taiwan Agenda: To consider the report of the business of 2023; to consider the Audit Committee' s review report of the financial statements for 2023; to consider the Report on the distribution of cash dividends to shareholders from the profits for the fiscal year 2023; to accept 2023 Business Report ad Financial Statements; and to consider other matters.
Reported Earnings • Mar 14Full year 2023 earnings released: EPS: NT$1.88 (vs NT$4.43 in FY 2022)Full year 2023 results: EPS: NT$1.88 (down from NT$4.43 in FY 2022). Revenue: NT$993.7m (down 32% from FY 2022). Net income: NT$124.9m (down 58% from FY 2022). Profit margin: 13% (down from 20% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: NT$0.46 (vs NT$1.42 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.46 (down from NT$1.42 in 2Q 2022). Revenue: NT$235.3m (down 37% from 2Q 2022). Net income: NT$30.9m (down 67% from 2Q 2022). Profit margin: 13% (down from 25% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jun 28Upcoming dividend of NT$3.80 per share at 6.5% yieldEligible shareholders must have bought the stock before 05 July 2023. Payment date: 24 July 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.5%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (4.2%).
Reported Earnings • Mar 28Full year 2022 earnings released: EPS: NT$4.43 (vs NT$6.10 in FY 2021)Full year 2022 results: EPS: NT$4.43 (down from NT$6.10 in FY 2021). Revenue: NT$1.46b (down 6.9% from FY 2021). Net income: NT$295.0m (down 27% from FY 2021). Profit margin: 20% (down from 26% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
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. 11 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Vice Chairman and President Le Wen was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 06Third quarter 2022 earnings released: EPS: NT$1.21 (vs NT$1.12 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.21 (up from NT$1.12 in 3Q 2021). Revenue: NT$397.4m (down 1.8% from 3Q 2021). Net income: NT$80.9m (up 8.5% from 3Q 2021). Profit margin: 20% (up from 18% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Buying Opportunity • Oct 13Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 6.2%. The fair value is estimated to be NT$70.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 21%.
Buying Opportunity • Aug 31Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be NT$76.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 21%.
Reported Earnings • Aug 07Second quarter 2022 earnings released: EPS: NT$1.42 (vs NT$2.50 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.42 (down from NT$2.50 in 2Q 2021). Revenue: NT$374.2m (down 3.4% from 2Q 2021). Net income: NT$94.4m (down 43% from 2Q 2021). Profit margin: 25% (down from 43% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 27Upcoming dividend of NT$6.50 per shareEligible shareholders must have bought the stock before 04 July 2022. Payment date: 22 July 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 9.6%. Within top quartile of Taiwanese dividend payers (6.3%). Higher than average of industry peers (4.9%).
Reported Earnings • May 09First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: NT$1.47 (up from NT$1.41 in 1Q 2021). Revenue: NT$369.4m (down 4.2% from 1Q 2021). Net income: NT$97.9m (up 4.6% from 1Q 2021). Profit margin: 27% (up from 24% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.8%. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
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. 11 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Vice Chairman and President Le Wen was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 28Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: NT$6.10 (down from NT$12.51 in FY 2020). Revenue: NT$1.57b (up 14% from FY 2020). Net income: NT$406.5m (down 51% from FY 2020). Profit margin: 26% (down from 61% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.8%. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$1.12 (vs NT$9.20 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$404.6m (down 2.6% from 3Q 2020). Net income: NT$74.6m (down 88% from 3Q 2020). Profit margin: 18% (down from 147% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$2.50 (vs NT$0.52 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$387.5m (up 51% from 2Q 2020). Net income: NT$166.5m (up 384% from 2Q 2020). Profit margin: 43% (up from 13% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 29Upcoming dividend of NT$7.00 per shareEligible shareholders must have bought the stock before 05 July 2021. Payment date: 23 July 2021. Trailing yield: 7.8%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (4.8%).
Reported Earnings • May 09First quarter 2021 earnings released: EPS NT$1.41 (vs NT$0.90 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$385.5m (up 36% from 1Q 2020). Net income: NT$93.6m (up 56% from 1Q 2020). Profit margin: 24% (up from 21% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 21Here's How We Evaluate Transart Graphics Co., Ltd.'s (TPE:8481) DividendIs Transart Graphics Co., Ltd. ( TPE:8481 ) a good dividend stock? How can we tell? Dividend paying companies with...
分析記事 • Apr 02Transart Graphics (TPE:8481) Will Be Hoping To Turn Its Returns On Capital AroundIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Mar 30Full year 2020 earnings released: EPS NT$12.51 (vs NT$3.42 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$1.38b (up 12% from FY 2019). Net income: NT$832.9m (up 265% from FY 2019). Profit margin: 61% (up from 19% in FY 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 24% share price gain to NT$90.50, the stock is trading at a trailing P/E ratio of 7.8x, up from the previous P/E ratio of 6.3x. This compares to an average P/E of 22x in the Commercial Services industry in Taiwan. Total returns to shareholders over the past three years are 143%.
Is New 90 Day High Low • Mar 02New 90-day high: NT$74.90The company is up 3.0% from its price of NT$72.80 on 02 December 2020. The Taiwanese market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Commercial Services industry, which is down 1.0% over the same period.
分析記事 • Feb 25Transart Graphics (TPE:8481) Has Compensated Shareholders With A Respectable 94% Return On Their InvestmentBy buying an index fund, you can roughly match the market return with ease. But if you choose individual stocks with...
分析記事 • Jan 21Transart Graphics Co., Ltd.'s (TPE:8481) Stock Has Been Sliding But Fundamentals Look Strong: Is The Market Wrong?With its stock down 1.1% over the past week, it is easy to disregard Transart Graphics (TPE:8481). However, a closer...
分析記事 • Dec 16Transart Graphics (TPE:8481) Is Growing Earnings But Are They A Good Guide?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
分析記事 • Nov 18Transart Graphics (TPE:8481) Has Compensated Shareholders With A Respectable 82% Return On Their InvestmentBy buying an index fund, investors can approximate the average market return. But if you pick the right individual...
Reported Earnings • Nov 08Third quarter 2020 earnings released: EPS NT$9.20Third quarter 2020 results: Revenue: NT$415.5m (up 27% from 3Q 2019). Net income: NT$612.4m (up NT$547.6m from 3Q 2019). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Nov 05New 90-day high: NT$72.00The company is up 17% from its price of NT$61.70 on 07 August 2020. The Taiwanese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 3.0% over the same period.
Is New 90 Day High Low • Oct 06New 90-day high: NT$70.70The company is up 13% from its price of NT$62.40 on 08 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 5.0% over the same period.