J&B International（4442）株式概要J&B International Inc.は、台湾内外で機能性生地の製造・販売を行っている。 詳細4442 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3/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より34.8%で取引されている 過去1年間で収益は29%増加しました リスク分析高いレベルの非現金収入 6.38%の配当はフリーキャッシュフローで十分にカバーされていない 意味のある時価総額がありません ( NT$2B )すべてのリスクチェックを見る4442 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$54.90420.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue NT$1.7bEarnings NT$144.6mAdvancedSet Fair ValueView all narrativesJ&B International Inc. 競合他社Toung Loong Textile Mfg.Co.LtdSymbol: TPEX:4401Market cap: NT$1.7bKwang Ming Silk MillSymbol: TPEX:4420Market cap: NT$1.5bBig Sun ShineSymbol: TWSE:1475Market cap: NT$1.8bevertex fabrinologySymbol: TWSE:1470Market cap: NT$2.0b価格と性能株価の高値、安値、推移の概要J&B International過去の株価現在の株価NT$54.9052週高値NT$78.6052週安値NT$41.05ベータ-0.681ヶ月の変化7.65%3ヶ月変化-11.59%1年変化28.27%3年間の変化n/a5年間の変化n/aIPOからの変化79.12%最新ニュースUpcoming Dividend • 14hUpcoming dividend of NT$3.40 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 17 July 2026. Payout ratio is a comfortable 67% but the company is paying out more than the cash it is generating. Trailing yield: 6.4%. Within top quartile of Taiwanese dividend payers (4.8%). Higher than average of industry peers (4.5%).Reported Earnings • May 16First quarter 2026 earnings released: EPS: NT$1.00 (vs NT$1.59 in 1Q 2025)First quarter 2026 results: EPS: NT$1.00 (down from NT$1.59 in 1Q 2025). Revenue: NT$437.1m (up 6.5% from 1Q 2025). Net income: NT$37.2m (down 16% from 1Q 2025). Profit margin: 8.5% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses.New Risk • Mar 24New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 78% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (78% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (NT$1.88b market cap, or US$58.9m).Reported Earnings • Mar 15Full year 2025 earnings released: EPS: NT$5.23 (vs NT$3.19 in FY 2024)Full year 2025 results: EPS: NT$5.23 (up from NT$3.19 in FY 2024). Revenue: NT$1.67b (up 30% from FY 2024). Net income: NT$151.7m (up 73% from FY 2024). Profit margin: 9.1% (up from 6.8% in FY 2024). The increase in margin was driven by higher revenue.お知らせ • Mar 11+ 1 more updateJ&B International Inc., Annual General Meeting, May 25, 2026J&B International Inc., Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 4 floor no,101, wan pan rd., banciao district, new taipei city TaiwanBoard Change • Mar 02Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Director Cing-Yi Chen was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.最新情報をもっと見るRecent updatesUpcoming Dividend • 14hUpcoming dividend of NT$3.40 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 17 July 2026. Payout ratio is a comfortable 67% but the company is paying out more than the cash it is generating. Trailing yield: 6.4%. Within top quartile of Taiwanese dividend payers (4.8%). Higher than average of industry peers (4.5%).Reported Earnings • May 16First quarter 2026 earnings released: EPS: NT$1.00 (vs NT$1.59 in 1Q 2025)First quarter 2026 results: EPS: NT$1.00 (down from NT$1.59 in 1Q 2025). Revenue: NT$437.1m (up 6.5% from 1Q 2025). Net income: NT$37.2m (down 16% from 1Q 2025). Profit margin: 8.5% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses.New Risk • Mar 24New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 78% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (78% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (NT$1.88b market cap, or US$58.9m).Reported Earnings • Mar 15Full year 2025 earnings released: EPS: NT$5.23 (vs NT$3.19 in FY 2024)Full year 2025 results: EPS: NT$5.23 (up from NT$3.19 in FY 2024). Revenue: NT$1.67b (up 30% from FY 2024). Net income: NT$151.7m (up 73% from FY 2024). Profit margin: 9.1% (up from 6.8% in FY 2024). The increase in margin was driven by higher revenue.お知らせ • Mar 11+ 1 more updateJ&B International Inc., Annual General Meeting, May 25, 2026J&B International Inc., Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 4 floor no,101, wan pan rd., banciao district, new taipei city TaiwanBoard Change • Mar 02Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Director Cing-Yi Chen was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$64.40, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 19x in the Luxury industry in Taiwan. Total returns to shareholders of 72% over the past year.Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$1.00 (vs NT$0.45 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.00 (up from NT$0.45 in 3Q 2024). Revenue: NT$359.8m (up 40% from 3Q 2024). Net income: NT$29.4m (up 138% from 3Q 2024). Profit margin: 8.2% (up from 4.8% in 3Q 2024). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$49.30, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 20x in the Luxury industry in Taiwan. Total returns to shareholders of 62% over the past year.Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: NT$1.41 (vs NT$0.88 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.41 (up from NT$0.88 in 2Q 2024). Revenue: NT$450.9m (up 48% from 2Q 2024). Net income: NT$39.3m (up 63% from 2Q 2024). Profit margin: 8.7% (up from 7.9% in 2Q 2024). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$57.40, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 18x in the Luxury industry in Taiwan. Total returns to shareholders of 130% over the past year.Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$53.00, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 16x in the Luxury industry in Taiwan. Total returns to shareholders of 128% over the past year.New Risk • Jul 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.3% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (NT$1.32b market cap, or US$45.3m).Buy Or Sell Opportunity • Jun 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to NT$44.00. The fair value is estimated to be NT$55.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has grown by 128%.Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$1.59 (vs NT$0.72 in 1Q 2024)First quarter 2025 results: EPS: NT$1.59 (up from NT$0.72 in 1Q 2024). Revenue: NT$410.5m (up 30% from 1Q 2024). Net income: NT$44.2m (up 122% from 1Q 2024). Profit margin: 11% (up from 6.3% in 1Q 2024). The increase in margin was driven by higher revenue.お知らせ • May 01J&B International Inc. to Report Q1, 2025 Results on May 09, 2025J&B International Inc. announced that they will report Q1, 2025 results on May 09, 2025Upcoming Dividend • Apr 16Upcoming dividend of NT$2.47 per shareEligible shareholders must have bought the stock before 23 April 2025. Payment date: 26 May 2025. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 5.3%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (4.3%).Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to NT$42.50, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 17x in the Luxury industry in Taiwan. Total returns to shareholders of 92% over the past year.Reported Earnings • Mar 27Full year 2024 earnings released: EPS: NT$3.19 (vs NT$1.30 in FY 2023)Full year 2024 results: EPS: NT$3.19 (up from NT$1.30 in FY 2023). Revenue: NT$1.29b (up 14% from FY 2023). Net income: NT$87.8m (up 174% from FY 2023). Profit margin: 6.8% (up from 2.8% in FY 2023). The increase in margin was driven by higher revenue.お知らせ • Mar 15J&B International Inc. Announces Cash Dividend, Payable on May 26, 2025J&B International Inc. announced cash dividend of TWD 69,141,895. Ex-rights (Ex-dividend) date: April 23, 2025. Ex-rights (Ex-dividend) record date: April 29, 2025. Payment date of cash dividend distribution: May 26, 2025. Date of the resolution by the board of directors or shareholders’ meeting, or of the decision by the company: March 13, 2025.お知らせ • Mar 14J&B International Inc., Annual General Meeting, Jun 23, 2025J&B International Inc., Annual General Meeting, Jun 23, 2025. Location: b2 floor building. l no,716, chung cheng rd., jhonghe district, new taipei city Taiwanお知らせ • Mar 06J&B International Inc. to Report Q4, 2024 Results on Mar 13, 2025J&B International Inc. announced that they will report Q4, 2024 results on Mar 13, 2025Board Change • Feb 12Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Cing-Yi Chen was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$47.80, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 23x in the Luxury industry in Taiwan. Total returns to shareholders of 95% over the past year.Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: NT$0.45 (vs NT$0.019 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.45 (up from NT$0.019 in 3Q 2023). Revenue: NT$257.0m (up 17% from 3Q 2023). Net income: NT$12.3m (up NT$11.9m from 3Q 2023). Profit margin: 4.8% (up from 0.2% in 3Q 2023). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$42.00, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 23x in the Luxury industry in Taiwan.お知らせ • Nov 01J&B International Inc. to Report Q3, 2024 Results on Nov 08, 2024J&B International Inc. announced that they will report Q3, 2024 results on Nov 08, 2024Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$33.65, the stock trades at a trailing P/E ratio of 16.3x. Average trailing P/E is 21x in the Luxury industry in Taiwan.Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: NT$0.88 (vs NT$0.53 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.88 (up from NT$0.53 in 2Q 2023). Revenue: NT$304.1m (up 27% from 2Q 2023). Net income: NT$24.1m (up 86% from 2Q 2023). Profit margin: 7.9% (up from 5.4% in 2Q 2023). The increase in margin was driven by higher revenue.お知らせ • Aug 16J&B International Inc. to Report Q2, 2024 Results on Aug 23, 2024J&B International Inc. announced that they will report Q2, 2024 results on Aug 23, 2024New Risk • Jun 26New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 2.8% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 8.6% over the past year. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Short dividend paying track record (less than a year of continuous dividend payments). Market cap is less than US$100m (NT$798.3m market cap, or US$24.5m).New Risk • Jun 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 8.6% over the past year. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Market cap is less than US$100m (NT$766.7m market cap, or US$23.6m).お知らせ • May 02J&B International Inc. to Report Q1, 2024 Results on May 07, 2024J&B International Inc. announced that they will report Q1, 2024 results on May 07, 2024お知らせ • Mar 14J&B International Inc., Annual General Meeting, Jun 17, 2024J&B International Inc., Annual General Meeting, Jun 17, 2024. Location: B2,No.716,Zhongzheng Rd.,Zhonghe Dist., New Taipei City,Taiwan(R.O.C.)(management committee meeting room, Zhonghe Taiwan Agenda: To consider the 2023 business report; to consider the Audit Committee's review of the 2023 annual final accounting books and statements ; to consider the Report on 2023 employees' and directors' remuneration ; to consider the Report on Director Remuneration for the year 2023; to consider the Related party transaction report case in 2023.お知らせ • Dec 29J&B International Inc. Announces Appointment of Information Security SupervisorJ&B International Inc. announced establishment of Information Security Supervisor. Name, title, and resume of the new position holder: Chang,Chiang-Kuo/Assistant Manager of Information Department. Type of change: new replacement. Effective date: 27 December 2023.株主還元4442TW LuxuryTW 市場7D6.6%0.6%4.3%1Y28.3%-14.0%104.2%株主還元を見る業界別リターン: 4442過去 1 年間で-14 % の収益を上げたTW Luxury業界を上回りました。リターン対市場: 4442は、過去 1 年間で104.2 % のリターンを上げたTW市場を下回りました。価格変動Is 4442's price volatile compared to industry and market?4442 volatility4442 Average Weekly Movement4.2%Luxury Industry Average Movement4.2%Market Average Movement6.3%10% most volatile stocks in TW Market12.2%10% least volatile stocks in TW Market2.5%安定した株価: 4442 、 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: 4442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1999n/aZhiwei Xiaowww.jb-group.com.twJ&B International Inc.は台湾および海外で機能性生地の製造・販売を行っている。同社はスポーツ、ヨガ、アウトドア、スノーボード、サーフィン、アスレジャー、ワークウェア、PPE生地を提供している。J&Bインターナショナルは1999年に設立され、本社は台湾の新北市にある。もっと見るJ&B International Inc. 基礎のまとめJ&B International の収益と売上を時価総額と比較するとどうか。4442 基礎統計学時価総額NT$1.72b収益（TTM）NT$144.64m売上高(TTM)NT$1.70b11.9xPER（株価収益率1.0xP/Sレシオ4442 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4442 損益計算書（TTM）収益NT$1.70b売上原価NT$1.23b売上総利益NT$466.92mその他の費用NT$322.28m収益NT$144.64m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）4.60グロス・マージン27.51%純利益率8.52%有利子負債／自己資本比率7.9%4442 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6.4%現在の配当利回り67%配当性向4442 配当は確実ですか？4442 配当履歴とベンチマークを見る4442 、いつまでに購入すれば配当金を受け取れますか？J&B International 配当日配当落ち日Jun 23 2026配当支払日Jul 17 2026配当落ちまでの日数6 days配当支払日までの日数30 days4442 配当は確実ですか？4442 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/16 22:29終値2026/06/16 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J&B International Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Upcoming Dividend • 14hUpcoming dividend of NT$3.40 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 17 July 2026. Payout ratio is a comfortable 67% but the company is paying out more than the cash it is generating. Trailing yield: 6.4%. Within top quartile of Taiwanese dividend payers (4.8%). Higher than average of industry peers (4.5%).
Reported Earnings • May 16First quarter 2026 earnings released: EPS: NT$1.00 (vs NT$1.59 in 1Q 2025)First quarter 2026 results: EPS: NT$1.00 (down from NT$1.59 in 1Q 2025). Revenue: NT$437.1m (up 6.5% from 1Q 2025). Net income: NT$37.2m (down 16% from 1Q 2025). Profit margin: 8.5% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses.
New Risk • Mar 24New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 78% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (78% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (NT$1.88b market cap, or US$58.9m).
Reported Earnings • Mar 15Full year 2025 earnings released: EPS: NT$5.23 (vs NT$3.19 in FY 2024)Full year 2025 results: EPS: NT$5.23 (up from NT$3.19 in FY 2024). Revenue: NT$1.67b (up 30% from FY 2024). Net income: NT$151.7m (up 73% from FY 2024). Profit margin: 9.1% (up from 6.8% in FY 2024). The increase in margin was driven by higher revenue.
お知らせ • Mar 11+ 1 more updateJ&B International Inc., Annual General Meeting, May 25, 2026J&B International Inc., Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 4 floor no,101, wan pan rd., banciao district, new taipei city Taiwan
Board Change • Mar 02Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Director Cing-Yi Chen was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • 14hUpcoming dividend of NT$3.40 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 17 July 2026. Payout ratio is a comfortable 67% but the company is paying out more than the cash it is generating. Trailing yield: 6.4%. Within top quartile of Taiwanese dividend payers (4.8%). Higher than average of industry peers (4.5%).
Reported Earnings • May 16First quarter 2026 earnings released: EPS: NT$1.00 (vs NT$1.59 in 1Q 2025)First quarter 2026 results: EPS: NT$1.00 (down from NT$1.59 in 1Q 2025). Revenue: NT$437.1m (up 6.5% from 1Q 2025). Net income: NT$37.2m (down 16% from 1Q 2025). Profit margin: 8.5% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses.
New Risk • Mar 24New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 78% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (78% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (NT$1.88b market cap, or US$58.9m).
Reported Earnings • Mar 15Full year 2025 earnings released: EPS: NT$5.23 (vs NT$3.19 in FY 2024)Full year 2025 results: EPS: NT$5.23 (up from NT$3.19 in FY 2024). Revenue: NT$1.67b (up 30% from FY 2024). Net income: NT$151.7m (up 73% from FY 2024). Profit margin: 9.1% (up from 6.8% in FY 2024). The increase in margin was driven by higher revenue.
お知らせ • Mar 11+ 1 more updateJ&B International Inc., Annual General Meeting, May 25, 2026J&B International Inc., Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 4 floor no,101, wan pan rd., banciao district, new taipei city Taiwan
Board Change • Mar 02Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Director Cing-Yi Chen was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$64.40, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 19x in the Luxury industry in Taiwan. Total returns to shareholders of 72% over the past year.
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$1.00 (vs NT$0.45 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.00 (up from NT$0.45 in 3Q 2024). Revenue: NT$359.8m (up 40% from 3Q 2024). Net income: NT$29.4m (up 138% from 3Q 2024). Profit margin: 8.2% (up from 4.8% in 3Q 2024). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$49.30, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 20x in the Luxury industry in Taiwan. Total returns to shareholders of 62% over the past year.
Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: NT$1.41 (vs NT$0.88 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.41 (up from NT$0.88 in 2Q 2024). Revenue: NT$450.9m (up 48% from 2Q 2024). Net income: NT$39.3m (up 63% from 2Q 2024). Profit margin: 8.7% (up from 7.9% in 2Q 2024). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$57.40, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 18x in the Luxury industry in Taiwan. Total returns to shareholders of 130% over the past year.
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$53.00, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 16x in the Luxury industry in Taiwan. Total returns to shareholders of 128% over the past year.
New Risk • Jul 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.3% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (NT$1.32b market cap, or US$45.3m).
Buy Or Sell Opportunity • Jun 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to NT$44.00. The fair value is estimated to be NT$55.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has grown by 128%.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$1.59 (vs NT$0.72 in 1Q 2024)First quarter 2025 results: EPS: NT$1.59 (up from NT$0.72 in 1Q 2024). Revenue: NT$410.5m (up 30% from 1Q 2024). Net income: NT$44.2m (up 122% from 1Q 2024). Profit margin: 11% (up from 6.3% in 1Q 2024). The increase in margin was driven by higher revenue.
お知らせ • May 01J&B International Inc. to Report Q1, 2025 Results on May 09, 2025J&B International Inc. announced that they will report Q1, 2025 results on May 09, 2025
Upcoming Dividend • Apr 16Upcoming dividend of NT$2.47 per shareEligible shareholders must have bought the stock before 23 April 2025. Payment date: 26 May 2025. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 5.3%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (4.3%).
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to NT$42.50, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 17x in the Luxury industry in Taiwan. Total returns to shareholders of 92% over the past year.
Reported Earnings • Mar 27Full year 2024 earnings released: EPS: NT$3.19 (vs NT$1.30 in FY 2023)Full year 2024 results: EPS: NT$3.19 (up from NT$1.30 in FY 2023). Revenue: NT$1.29b (up 14% from FY 2023). Net income: NT$87.8m (up 174% from FY 2023). Profit margin: 6.8% (up from 2.8% in FY 2023). The increase in margin was driven by higher revenue.
お知らせ • Mar 15J&B International Inc. Announces Cash Dividend, Payable on May 26, 2025J&B International Inc. announced cash dividend of TWD 69,141,895. Ex-rights (Ex-dividend) date: April 23, 2025. Ex-rights (Ex-dividend) record date: April 29, 2025. Payment date of cash dividend distribution: May 26, 2025. Date of the resolution by the board of directors or shareholders’ meeting, or of the decision by the company: March 13, 2025.
お知らせ • Mar 14J&B International Inc., Annual General Meeting, Jun 23, 2025J&B International Inc., Annual General Meeting, Jun 23, 2025. Location: b2 floor building. l no,716, chung cheng rd., jhonghe district, new taipei city Taiwan
お知らせ • Mar 06J&B International Inc. to Report Q4, 2024 Results on Mar 13, 2025J&B International Inc. announced that they will report Q4, 2024 results on Mar 13, 2025
Board Change • Feb 12Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Cing-Yi Chen was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$47.80, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 23x in the Luxury industry in Taiwan. Total returns to shareholders of 95% over the past year.
Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: NT$0.45 (vs NT$0.019 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.45 (up from NT$0.019 in 3Q 2023). Revenue: NT$257.0m (up 17% from 3Q 2023). Net income: NT$12.3m (up NT$11.9m from 3Q 2023). Profit margin: 4.8% (up from 0.2% in 3Q 2023). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$42.00, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 23x in the Luxury industry in Taiwan.
お知らせ • Nov 01J&B International Inc. to Report Q3, 2024 Results on Nov 08, 2024J&B International Inc. announced that they will report Q3, 2024 results on Nov 08, 2024
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$33.65, the stock trades at a trailing P/E ratio of 16.3x. Average trailing P/E is 21x in the Luxury industry in Taiwan.
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: NT$0.88 (vs NT$0.53 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.88 (up from NT$0.53 in 2Q 2023). Revenue: NT$304.1m (up 27% from 2Q 2023). Net income: NT$24.1m (up 86% from 2Q 2023). Profit margin: 7.9% (up from 5.4% in 2Q 2023). The increase in margin was driven by higher revenue.
お知らせ • Aug 16J&B International Inc. to Report Q2, 2024 Results on Aug 23, 2024J&B International Inc. announced that they will report Q2, 2024 results on Aug 23, 2024
New Risk • Jun 26New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 2.8% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 8.6% over the past year. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Short dividend paying track record (less than a year of continuous dividend payments). Market cap is less than US$100m (NT$798.3m market cap, or US$24.5m).
New Risk • Jun 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 8.6% over the past year. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Market cap is less than US$100m (NT$766.7m market cap, or US$23.6m).
お知らせ • May 02J&B International Inc. to Report Q1, 2024 Results on May 07, 2024J&B International Inc. announced that they will report Q1, 2024 results on May 07, 2024
お知らせ • Mar 14J&B International Inc., Annual General Meeting, Jun 17, 2024J&B International Inc., Annual General Meeting, Jun 17, 2024. Location: B2,No.716,Zhongzheng Rd.,Zhonghe Dist., New Taipei City,Taiwan(R.O.C.)(management committee meeting room, Zhonghe Taiwan Agenda: To consider the 2023 business report; to consider the Audit Committee's review of the 2023 annual final accounting books and statements ; to consider the Report on 2023 employees' and directors' remuneration ; to consider the Report on Director Remuneration for the year 2023; to consider the Related party transaction report case in 2023.
お知らせ • Dec 29J&B International Inc. Announces Appointment of Information Security SupervisorJ&B International Inc. announced establishment of Information Security Supervisor. Name, title, and resume of the new position holder: Chang,Chiang-Kuo/Assistant Manager of Information Department. Type of change: new replacement. Effective date: 27 December 2023.
