View ValuationMinson Integration 将来の成長Future 基準チェック /06 Minson Integrationは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Leisure 収益成長18.6%収益成長率5.4%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日10 Mar 2026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 updatesReported Earnings • May 20First quarter 2026 earnings released: EPS: NT$1.09 (vs NT$3.74 in 1Q 2025)First quarter 2026 results: EPS: NT$1.09 (down from NT$3.74 in 1Q 2025). Revenue: NT$669.5m (down 18% from 1Q 2025). Net income: NT$33.4m (down 71% from 1Q 2025). Profit margin: 5.0% (down from 14% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Leisure industry in Taiwan.Reported Earnings • Mar 24Full year 2025 earnings released: EPS: NT$8.10 (vs NT$8.60 in FY 2024)Full year 2025 results: EPS: NT$8.10 (down from NT$8.60 in FY 2024). Revenue: NT$3.08b (up 18% from FY 2024). Net income: NT$246.1m (down 4.6% from FY 2024). Profit margin: 8.0% (down from 9.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the Leisure industry in Asia.New Risk • Mar 23New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.17b (US$99.3m) 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 2.7% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$3.17b market cap, or US$99.3m).お知らせ • Mar 11Minson Integration, Inc., Annual General Meeting, Jun 24, 2026Minson Integration, Inc., Annual General Meeting, Jun 24, 2026. Location: 2 floor building. b no,335, jui kuang rd., neihu district, taipei city TaiwanBoard Change • Feb 25No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Chairman Ting-I Hsu was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Dec 31Minson Integration, Inc. has filed a Follow-on Equity Offering in the amount of TWD 315 million.Minson Integration, Inc. has filed a Follow-on Equity Offering in the amount of TWD 315 million. Security Name: Shares Security Type: Common Stock Securities Offered: 3,000,000 Price\Range: TWD 105Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$1.97 (vs NT$0.38 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.97 (up from NT$0.38 in 3Q 2024). Revenue: NT$684.7m (down 5.8% from 3Q 2024). Net income: NT$59.7m (up 431% from 3Q 2024). Profit margin: 8.7% (up from 1.5% in 3Q 2024). The increase in margin was driven by lower expenses.New Risk • Sep 11New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 91% Cash payout ratio: 95% Dividend yield: 4.5% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 91% Cash payout ratio: 95% Earnings have declined by 3.1% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (6.7% net profit margin).Buy Or Sell Opportunity • Sep 03Now 21% overvaluedOver the last 90 days, the stock has fallen 1.8% to NT$135. The fair value is estimated to be NT$111, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Earnings per share has declined by 8.4%.New Risk • May 05New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Dividend per share is over 10x cash flows per share. Dividend yield: 4.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$120, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 14x in the Leisure industry in Taiwan.お知らせ • Mar 18Minson Integration, Inc., Annual General Meeting, Jun 24, 2025Minson Integration, Inc., Annual General Meeting, Jun 24, 2025. Location: 2 floor no,12, chou tzu st., neihu district, taipei city Taiwan業績と収益の成長予測TPEX:7811 - 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12/31/20273,226N/AN/AN/A112/31/20263,135N/AN/AN/A13/31/20262,92616671156N/A12/31/20253,075246168288N/A9/30/20252,938248227321N/A6/30/20252,980200191317N/A3/31/20252,792229104268N/A12/31/20242,6052757220N/A9/30/20242,41722353309N/A6/30/20242,239260118401N/A3/31/20242,27521276426N/A12/31/20232,31117134451N/A12/31/20223,310446440633N/A12/31/20212,308150-180-5N/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: 7811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: 7811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: 7811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: 7811の収益 ( 5.4% ) TW市場 ( 18.6% ) よりも低い成長が予測されています。高い収益成長: 7811の収益 ( 5.4% ) 20%よりも低い成長が予測されています。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: 7811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7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 18:13終値2026/05/21 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Minson Integration, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Jihong LaiCapital Securities Corporation
Reported Earnings • May 20First quarter 2026 earnings released: EPS: NT$1.09 (vs NT$3.74 in 1Q 2025)First quarter 2026 results: EPS: NT$1.09 (down from NT$3.74 in 1Q 2025). Revenue: NT$669.5m (down 18% from 1Q 2025). Net income: NT$33.4m (down 71% from 1Q 2025). Profit margin: 5.0% (down from 14% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Leisure industry in Taiwan.
Reported Earnings • Mar 24Full year 2025 earnings released: EPS: NT$8.10 (vs NT$8.60 in FY 2024)Full year 2025 results: EPS: NT$8.10 (down from NT$8.60 in FY 2024). Revenue: NT$3.08b (up 18% from FY 2024). Net income: NT$246.1m (down 4.6% from FY 2024). Profit margin: 8.0% (down from 9.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the Leisure industry in Asia.
New Risk • Mar 23New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.17b (US$99.3m) 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 2.7% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$3.17b market cap, or US$99.3m).
お知らせ • Mar 11Minson Integration, Inc., Annual General Meeting, Jun 24, 2026Minson Integration, Inc., Annual General Meeting, Jun 24, 2026. Location: 2 floor building. b no,335, jui kuang rd., neihu district, taipei city Taiwan
Board Change • Feb 25No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Chairman Ting-I Hsu was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 31Minson Integration, Inc. has filed a Follow-on Equity Offering in the amount of TWD 315 million.Minson Integration, Inc. has filed a Follow-on Equity Offering in the amount of TWD 315 million. Security Name: Shares Security Type: Common Stock Securities Offered: 3,000,000 Price\Range: TWD 105
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$1.97 (vs NT$0.38 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.97 (up from NT$0.38 in 3Q 2024). Revenue: NT$684.7m (down 5.8% from 3Q 2024). Net income: NT$59.7m (up 431% from 3Q 2024). Profit margin: 8.7% (up from 1.5% in 3Q 2024). The increase in margin was driven by lower expenses.
New Risk • Sep 11New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 91% Cash payout ratio: 95% Dividend yield: 4.5% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 91% Cash payout ratio: 95% Earnings have declined by 3.1% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (6.7% net profit margin).
Buy Or Sell Opportunity • Sep 03Now 21% overvaluedOver the last 90 days, the stock has fallen 1.8% to NT$135. The fair value is estimated to be NT$111, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Earnings per share has declined by 8.4%.
New Risk • May 05New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Dividend per share is over 10x cash flows per share. Dividend yield: 4.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$120, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 14x in the Leisure industry in Taiwan.
お知らせ • Mar 18Minson Integration, Inc., Annual General Meeting, Jun 24, 2025Minson Integration, Inc., Annual General Meeting, Jun 24, 2025. Location: 2 floor no,12, chou tzu st., neihu district, taipei city Taiwan