View Future GrowthMinson Integration 過去の業績過去 基準チェック /16Minson Integrationの収益は年間平均-4.4%の割合で減少していますが、 Leisure業界の収益は年間 減少しています。収益は年間16.4% 4.8%割合で 増加しています。 Minson Integrationの自己資本利益率は7.7%であり、純利益率は5.7%です。主要情報-4.44%収益成長率-10.77%EPS成長率Leisure 業界の成長20.69%収益成長率4.78%株主資本利益率7.70%ネット・マージン5.66%前回の決算情報31 Mar 2026最近の業績更新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.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.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収支内訳Minson Integration の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TPEX:7811 収益、費用、利益 ( )TWD Millions日付収益収益G+A経費研究開発費31 Mar 262,9261663289331 Dec 253,0752463129030 Sep 252,9382483008730 Jun 252,9802003109131 Mar 252,7922293048931 Dec 242,6052752978730 Sep 242,4172232889430 Jun 242,2392602609431 Mar 242,2752122679831 Dec 232,31117127510131 Dec 223,3104463447531 Dec 212,30815024572質の高い収益: 7811は 高品質の収益 を持っています。利益率の向上: 7811の現在の純利益率 (5.7%)は、昨年(8.2%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 7811の収益は過去 5 年間で年間4.4%減少しました。成長の加速: 7811は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 7811は過去 1 年間で収益成長率がマイナス ( -27.6% ) となったため、 Leisure業界平均 ( -28.6% ) と比較することが困難です。株主資本利益率高いROE: 7811の 自己資本利益率 ( 7.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-durables 、過去の業績が好調な企業。View Financial Health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2026/05/22 22:57終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋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.
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.
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