Lan Fa Textile（1459）株式概要蘭發繊維股份有限公司は、子会社とともに台湾でポリエステル織物糸の製造・販売を行っている。 詳細1459 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績5/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より89.2%で取引されている 過去1年間で収益は114.6%増加しました リスク分析リスクチェックの結果、1459 、リスクは検出されなかった。すべてのリスクチェックを見る1459 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$11.75284.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-538m4b2016201920222025202620282031Revenue NT$395.5mEarnings NT$180.2mAdvancedSet Fair ValueView all narrativesLan Fa Textile Co., Ltd. 競合他社King Chou Marine TechnologySymbol: TPEX:4417Market cap: NT$3.8bFulin Plastic Industry (Cayman) HoldingSymbol: TWSE:1341Market cap: NT$3.2bYi Jinn IndustrialSymbol: TWSE:1457Market cap: NT$3.3bNien Hsing TextileSymbol: TWSE:1451Market cap: NT$3.3b価格と性能株価の高値、安値、推移の概要Lan Fa Textile過去の株価現在の株価NT$11.7552週高値NT$13.1052週安値NT$11.10ベータ0.371ヶ月の変化0.43%3ヶ月変化-0.84%1年変化-2.08%3年間の変化29.55%5年間の変化-18.97%IPOからの変化-57.14%最新ニュースReported Earnings • May 07First quarter 2026 earnings released: EPS: NT$0.034 (vs NT$0.08 loss in 1Q 2025)First quarter 2026 results: EPS: NT$0.034 (up from NT$0.08 loss in 1Q 2025). Revenue: NT$231.2m (down 18% from 1Q 2025). Net income: NT$10.9m (up NT$36.3m from 1Q 2025). Profit margin: 4.7% (up from net loss in 1Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 26Full year 2025 earnings released: EPS: NT$1.40 (vs NT$0.68 in FY 2024)Full year 2025 results: EPS: NT$1.40 (up from NT$0.68 in FY 2024). Revenue: NT$1.10b (down 16% from FY 2024). Net income: NT$441.8m (up 106% from FY 2024). Profit margin: 40% (up from 16% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 25Lan Fa Textile Co., Ltd., Annual General Meeting, May 12, 2026Lan Fa Textile Co., Ltd., Annual General Meeting, May 12, 2026. Location: 1 floor no,32, ta hsin rd., lujhu district, taoyuan city TaiwanReported Earnings • Nov 03Third quarter 2025 earnings released: EPS: NT$0.48 (vs NT$0.19 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.48 (up from NT$0.19 in 3Q 2024). Revenue: NT$277.6m (down 2.0% from 3Q 2024). Net income: NT$151.7m (up 157% from 3Q 2024). Profit margin: 55% (up from 21% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 125% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 27Lan Fa Textile Co., Ltd. to Report Q1, 2025 Results on May 06, 2025Lan Fa Textile Co., Ltd. announced that they will report Q1, 2025 results on May 06, 2025New Risk • Apr 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.24b (US$98.4m) 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: Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (NT$3.24b market cap, or US$98.4m).最新情報をもっと見るRecent updatesReported Earnings • May 07First quarter 2026 earnings released: EPS: NT$0.034 (vs NT$0.08 loss in 1Q 2025)First quarter 2026 results: EPS: NT$0.034 (up from NT$0.08 loss in 1Q 2025). Revenue: NT$231.2m (down 18% from 1Q 2025). Net income: NT$10.9m (up NT$36.3m from 1Q 2025). Profit margin: 4.7% (up from net loss in 1Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 26Full year 2025 earnings released: EPS: NT$1.40 (vs NT$0.68 in FY 2024)Full year 2025 results: EPS: NT$1.40 (up from NT$0.68 in FY 2024). Revenue: NT$1.10b (down 16% from FY 2024). Net income: NT$441.8m (up 106% from FY 2024). Profit margin: 40% (up from 16% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 25Lan Fa Textile Co., Ltd., Annual General Meeting, May 12, 2026Lan Fa Textile Co., Ltd., Annual General Meeting, May 12, 2026. Location: 1 floor no,32, ta hsin rd., lujhu district, taoyuan city TaiwanReported Earnings • Nov 03Third quarter 2025 earnings released: EPS: NT$0.48 (vs NT$0.19 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.48 (up from NT$0.19 in 3Q 2024). Revenue: NT$277.6m (down 2.0% from 3Q 2024). Net income: NT$151.7m (up 157% from 3Q 2024). Profit margin: 55% (up from 21% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 125% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 27Lan Fa Textile Co., Ltd. to Report Q1, 2025 Results on May 06, 2025Lan Fa Textile Co., Ltd. announced that they will report Q1, 2025 results on May 06, 2025New Risk • Apr 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.24b (US$98.4m) 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: Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (NT$3.24b market cap, or US$98.4m).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$10.85, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 17x in the Luxury industry in Taiwan. Negligible returns to shareholders over past three years.New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.分析記事 • Mar 18Lan Fa Textile (TWSE:1459) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfLan Fa Textile Co., Ltd.'s ( TWSE:1459 ) robust earnings report didn't manage to move the market for its stock. Our...New Risk • Mar 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 24% 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 (24% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change).お知らせ • Mar 11Lan Fa Textile Co., Ltd., Annual General Meeting, Jun 25, 2025Lan Fa Textile Co., Ltd., Annual General Meeting, Jun 25, 2025. Location: 1 floor no,32, ta hsin rd., lujhu district, taoyuan city Taiwanお知らせ • Feb 27Lan Fa Textile Co., Ltd. to Report Q4, 2024 Results on Mar 10, 2025Lan Fa Textile Co., Ltd. announced that they will report Q4, 2024 results on Mar 10, 2025New Risk • Feb 26New 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 6.2% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$11.05, the stock trades at a trailing P/E ratio of 30x. Average trailing P/E is 23x in the Luxury industry in Taiwan. Total loss to shareholders of 4.7% over the past three years.分析記事 • Feb 18Risks To Shareholder Returns Are Elevated At These Prices For Lan Fa Textile Co., Ltd. (TWSE:1459)When close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") below 21x, you may consider Lan...New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (NT$3.08b market cap, or US$94.8m).Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: NT$0.19 (vs NT$0.15 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.19 (up from NT$0.15 in 3Q 2023). Revenue: NT$283.2m (up 3.3% from 3Q 2023). Net income: NT$59.1m (up 22% from 3Q 2023). Profit margin: 21% (up from 18% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 52% 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.お知らせ • Oct 29Lan Fa Textile Co., Ltd. to Report Q3, 2024 Results on Nov 06, 2024Lan Fa Textile Co., Ltd. announced that they will report Q3, 2024 results on Nov 06, 2024Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: NT$0.36 (vs NT$0.14 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.36 (up from NT$0.14 in 2Q 2023). Revenue: NT$309.7m (up 37% from 2Q 2023). Net income: NT$114.5m (up 161% from 2Q 2023). Profit margin: 37% (up from 19% 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 56 percentage points per year, which is a significant difference in performance.お知らせ • Jul 31Lan Fa Textile Co., Ltd. to Report Q2, 2024 Results on Aug 08, 2024Lan Fa Textile Co., Ltd. announced that they will report Q2, 2024 results on Aug 08, 2024New Risk • Jul 26New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.24b (US$98.7m) 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. This is currently the only risk that has been identified for the company.Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.01 (vs NT$0.027 loss in 1Q 2023)First quarter 2024 results: EPS: NT$0.01 (up from NT$0.027 loss in 1Q 2023). Revenue: NT$372.4m (up 40% from 1Q 2023). Net income: NT$3.73m (up NT$12.4m from 1Q 2023). Profit margin: 1.0% (up from net loss in 1Q 2023). The move to profitability 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 62 percentage points per year, which is a significant difference in performance.お知らせ • May 02Lan Fa Textile Co., Ltd. to Report Q1, 2024 Results on May 13, 2024Lan Fa Textile Co., Ltd. announced that they will report Q1, 2024 results on May 13, 2024分析記事 • Apr 25Is Lan Fa Textile (TWSE:1459) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Mar 12Full year 2023 earnings released: EPS: NT$0.07 (vs NT$1.40 loss in FY 2022)Full year 2023 results: EPS: NT$0.07 (up from NT$1.40 loss in FY 2022). Revenue: NT$1.20b (down 39% from FY 2022). Net income: NT$23.5m (up NT$466.9m from FY 2022). Profit margin: 2.0% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Mar 09Lan Fa Textile Co., Ltd., Annual General Meeting, Jun 26, 2024Lan Fa Textile Co., Ltd., Annual General Meeting, Jun 26, 2024. Location: 6F., No. 291, Shixing Rd., Zhubei City Hsinchu City Taiwan Agenda: To consider Business Report for 2023; to consider audit Committee's review Report for 2023; to consider cash lending BEndorsements and Guarantees Report for 2023; to consider report on amendments to the Norms Governing the Board of Directors' Meeting; and to transact such other business matters.New Risk • Jan 15New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.11b (US$99.6m) 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 Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Market cap is less than US$100m (NT$3.11b market cap, or US$99.6m).Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: NT$0.15 (vs NT$0.70 loss in 3Q 2022)Third quarter 2023 results: EPS: NT$0.15 (up from NT$0.70 loss in 3Q 2022). Revenue: NT$274.0m (down 32% from 3Q 2022). Net income: NT$48.6m (up NT$270.2m from 3Q 2022). Profit margin: 18% (up from net loss in 3Q 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: NT$0.14 (vs NT$1.03 loss in 2Q 2022)Second quarter 2023 results: EPS: NT$0.14 (up from NT$1.03 loss in 2Q 2022). Revenue: NT$226.1m (down 62% from 2Q 2022). Net income: NT$44.0m (up NT$370.2m from 2Q 2022). Profit margin: 19% (up from net loss in 2Q 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Reported Earnings • Nov 16Third quarter 2022 earnings released: NT$0.70 loss per share (vs NT$0.89 profit in 3Q 2021)Third quarter 2022 results: NT$0.70 loss per share (down from NT$0.89 profit in 3Q 2021). Revenue: NT$403.8m (down 34% from 3Q 2021). Net loss: NT$221.5m (down 178% from profit in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.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. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Tsang-En Wang was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Third quarter 2022 earnings released: NT$0.70 loss per share (vs NT$0.89 profit in 3Q 2021)Third quarter 2022 results: NT$0.70 loss per share (down from NT$0.89 profit in 3Q 2021). Revenue: NT$403.8m (down 34% from 3Q 2021). Net loss: NT$221.5m (down 178% from profit in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 16Second quarter 2022 earnings released: NT$1.03 loss per share (vs NT$0.47 profit in 2Q 2021)Second quarter 2022 results: NT$1.03 loss per share (down from NT$0.47 profit in 2Q 2021). Revenue: NT$599.9m (flat on 2Q 2021). Net loss: NT$326.2m (down 318% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 15Upcoming dividend of NT$0.20 per shareEligible shareholders must have bought the stock before 22 July 2022. Payment date: 16 August 2022. Trailing yield: 2.2%. Lower than top quartile of Taiwanese dividend payers (6.8%). Lower than average of industry peers (4.0%).Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$11.95, the stock trades at a trailing P/E ratio of 6.6x. Average trailing P/E is 14x in the Luxury industry in Taiwan. Total returns to shareholders of 60% over the past three years.Reported Earnings • May 16First quarter 2022 earnings released: EPS: NT$0.27 (vs NT$0.48 in 1Q 2021)First quarter 2022 results: EPS: NT$0.27 (down from NT$0.48 in 1Q 2021). Revenue: NT$596.9m (down 12% from 1Q 2021). Net income: NT$86.0m (down 44% from 1Q 2021). Profit margin: 14% (down from 23% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 9% 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. 9 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Mar 23Lan Fa Textile Co.,Ltd., Annual General Meeting, Jun 24, 2022Lan Fa Textile Co.,Ltd., Annual General Meeting, Jun 24, 2022. Location: 6F., No. 291, Shixing Rd., Zhubei City, Hsinchu County Zhubei City Taiwan Agenda: To consider Business Report for 2021; to consider Audit Committees review Report for 2021; to consider Cash lending BEndorsements and Guarantees Report for 2021; and to consider other matters.Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS NT$0.89 (vs NT$0.15 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$611.1m (up 64% from 3Q 2020). Net income: NT$282.7m (up NT$329.0m from 3Q 2020). Profit margin: 46% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$13.65, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 16x in the Luxury industry in Taiwan. Total returns to shareholders of 48% over the past three years.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.47 (vs NT$0.30 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: NT$598.9m (up 143% from 2Q 2020). Net income: NT$149.4m (up 54% from 2Q 2020). Profit margin: 25% (down from 39% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 13% per year.Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 30% share price gain to NT$15.85, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 19x in the Luxury industry in Taiwan. Total returns to shareholders of 86% over the past three years.Valuation Update With 7 Day Price Move • May 09Investor sentiment improved over the past weekAfter last week's 30% share price gain to NT$15.20, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 24x in the Luxury industry in Taiwan. Total returns to shareholders of 81% over the past three years.Reported Earnings • May 04First quarter 2021 earnings released: EPS NT$0.48 (vs NT$1.09 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$674.6m (up 20% from 1Q 2020). Net income: NT$152.4m (up NT$497.9m from 1Q 2020). Profit margin: 23% (up from net loss in 1Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Reported Earnings • Mar 23Full year 2020 earnings released: NT$0.58 loss per share (vs NT$0.27 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: NT$1.78b (down 43% from FY 2019). Net loss: NT$184.3m (loss widened 117% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has remained flat, which means it is well ahead of earnings.分析記事 • Mar 11Update: Lan Fa TextileLtd (TPE:1459) Stock Gained 26% In The Last YearOn average, over time, stock markets tend to rise higher. This makes investing attractive. But if when you choose to...Is New 90 Day High Low • Jan 29New 90-day low: NT$8.00The company is down 2.0% from its price of NT$8.16 on 30 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 1.0% over the same period.分析記事 • Jan 18Is Lan Fa TextileLtd (TPE:1459) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Is New 90 Day High Low • Dec 24New 90-day high: NT$9.10The company is up 12% from its price of NT$8.09 on 25 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is up 8.0% over the same period.分析記事 • Nov 26If You Had Bought Lan Fa TextileLtd's (TPE:1459) Shares Five Years Ago You Would Be Down 20%Ideally, your overall portfolio should beat the market average. But the main game is to find enough winners to more...Reported Earnings • Nov 15Third quarter 2020 earnings released: NT$0.15 loss per shareThe company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: NT$373.1m (down 44% from 3Q 2019). Net loss: NT$46.4m (loss narrowed 62% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.株主還元1459TW LuxuryTW 市場7D-2.1%-2.7%-4.3%1Y-2.1%-21.8%86.1%株主還元を見る業界別リターン: 1459過去 1 年間で-21.8 % 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: 1459は、過去 1 年間で86.1 % のリターンを上げたTW市場を下回りました。価格変動Is 1459's price volatile compared to industry and market?1459 volatility1459 Average Weekly Movement2.4%Luxury Industry Average Movement3.9%Market Average Movement6.2%10% most volatile stocks in TW Market12.3%10% least volatile stocks in TW Market2.5%安定した株価: 1459 、 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: 1459の 週次ボラティリティ ( 2% ) 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1972n/aFong-Yueh Wangwww.lanfa.com.tw蘭發繊維股份有限公司は、子会社とともに台湾でポリエステル織物糸の製造・販売を行っている。同社は、半光沢、非光沢、光沢糸、バックスキン織物用途の極細繊維、スカート・パンツ素材、スーツ、タティング・ニット、イミテーション・スエード、ジャケット、トリコロールカラー糸用途のCDシリーズ、コントラクト糸、ファットシン糸などの複合繊維を提供している。また、スポーツ・ゴルフスーツ、女性用下着・ブラジャー、シャツジャケット、帽子、靴下、手袋、膝当て、腰当て、ニット・平織りなどに使用される吸湿・発汗糸、防寒衣料、羽毛コート、スポーツスーツなどに使用される中空保温糸、紫外線防止繊維織物などに使用される紫外線防止糸、屋内ホームバンティングや自動車用装飾資材などに使用される難燃糸などの機能性繊維も提供している。また、ニット生地やポリエステル織物シルクの製造・販売、布地・繊維製品の貿易、住宅賃貸・販売事業も行っている。蘭發繊維股份有限公司は1972年に設立され、本社は台湾の台北市にある。もっと見るLan Fa Textile Co., Ltd. 基礎のまとめLan Fa Textile の収益と売上を時価総額と比較するとどうか。1459 基礎統計学時価総額NT$3.73b収益（TTM）NT$478.13m売上高(TTM)NT$1.05b7.8xPER（株価収益率3.6xP/Sレシオ1459 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1459 損益計算書（TTM）収益NT$1.05b売上原価NT$871.42m売上総利益NT$178.07mその他の費用-NT$300.06m収益NT$478.13m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）1.51グロス・マージン16.97%純利益率45.56%有利子負債／自己資本比率28.1%1459 の長期的なパフォーマンスは？過去の実績と比較を見る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2026/05/20 02:44終値2026/05/20 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Lan Fa Textile 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。3 アナリスト機関Yayue HsuehCapital Securities CorporationLinghui ChiouMasterlink Securities Investment AdvisoryDanny HoYuanta Research
Reported Earnings • May 07First quarter 2026 earnings released: EPS: NT$0.034 (vs NT$0.08 loss in 1Q 2025)First quarter 2026 results: EPS: NT$0.034 (up from NT$0.08 loss in 1Q 2025). Revenue: NT$231.2m (down 18% from 1Q 2025). Net income: NT$10.9m (up NT$36.3m from 1Q 2025). Profit margin: 4.7% (up from net loss in 1Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 26Full year 2025 earnings released: EPS: NT$1.40 (vs NT$0.68 in FY 2024)Full year 2025 results: EPS: NT$1.40 (up from NT$0.68 in FY 2024). Revenue: NT$1.10b (down 16% from FY 2024). Net income: NT$441.8m (up 106% from FY 2024). Profit margin: 40% (up from 16% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 25Lan Fa Textile Co., Ltd., Annual General Meeting, May 12, 2026Lan Fa Textile Co., Ltd., Annual General Meeting, May 12, 2026. Location: 1 floor no,32, ta hsin rd., lujhu district, taoyuan city Taiwan
Reported Earnings • Nov 03Third quarter 2025 earnings released: EPS: NT$0.48 (vs NT$0.19 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.48 (up from NT$0.19 in 3Q 2024). Revenue: NT$277.6m (down 2.0% from 3Q 2024). Net income: NT$151.7m (up 157% from 3Q 2024). Profit margin: 55% (up from 21% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 125% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 27Lan Fa Textile Co., Ltd. to Report Q1, 2025 Results on May 06, 2025Lan Fa Textile Co., Ltd. announced that they will report Q1, 2025 results on May 06, 2025
New Risk • Apr 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.24b (US$98.4m) 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: Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (NT$3.24b market cap, or US$98.4m).
Reported Earnings • May 07First quarter 2026 earnings released: EPS: NT$0.034 (vs NT$0.08 loss in 1Q 2025)First quarter 2026 results: EPS: NT$0.034 (up from NT$0.08 loss in 1Q 2025). Revenue: NT$231.2m (down 18% from 1Q 2025). Net income: NT$10.9m (up NT$36.3m from 1Q 2025). Profit margin: 4.7% (up from net loss in 1Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 26Full year 2025 earnings released: EPS: NT$1.40 (vs NT$0.68 in FY 2024)Full year 2025 results: EPS: NT$1.40 (up from NT$0.68 in FY 2024). Revenue: NT$1.10b (down 16% from FY 2024). Net income: NT$441.8m (up 106% from FY 2024). Profit margin: 40% (up from 16% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 25Lan Fa Textile Co., Ltd., Annual General Meeting, May 12, 2026Lan Fa Textile Co., Ltd., Annual General Meeting, May 12, 2026. Location: 1 floor no,32, ta hsin rd., lujhu district, taoyuan city Taiwan
Reported Earnings • Nov 03Third quarter 2025 earnings released: EPS: NT$0.48 (vs NT$0.19 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.48 (up from NT$0.19 in 3Q 2024). Revenue: NT$277.6m (down 2.0% from 3Q 2024). Net income: NT$151.7m (up 157% from 3Q 2024). Profit margin: 55% (up from 21% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 125% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 27Lan Fa Textile Co., Ltd. to Report Q1, 2025 Results on May 06, 2025Lan Fa Textile Co., Ltd. announced that they will report Q1, 2025 results on May 06, 2025
New Risk • Apr 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.24b (US$98.4m) 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: Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (NT$3.24b market cap, or US$98.4m).
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$10.85, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 17x in the Luxury industry in Taiwan. Negligible returns to shareholders over past three years.
New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
分析記事 • Mar 18Lan Fa Textile (TWSE:1459) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfLan Fa Textile Co., Ltd.'s ( TWSE:1459 ) robust earnings report didn't manage to move the market for its stock. Our...
New Risk • Mar 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 24% 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 (24% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change).
お知らせ • Mar 11Lan Fa Textile Co., Ltd., Annual General Meeting, Jun 25, 2025Lan Fa Textile Co., Ltd., Annual General Meeting, Jun 25, 2025. Location: 1 floor no,32, ta hsin rd., lujhu district, taoyuan city Taiwan
お知らせ • Feb 27Lan Fa Textile Co., Ltd. to Report Q4, 2024 Results on Mar 10, 2025Lan Fa Textile Co., Ltd. announced that they will report Q4, 2024 results on Mar 10, 2025
New Risk • Feb 26New 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 6.2% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$11.05, the stock trades at a trailing P/E ratio of 30x. Average trailing P/E is 23x in the Luxury industry in Taiwan. Total loss to shareholders of 4.7% over the past three years.
分析記事 • Feb 18Risks To Shareholder Returns Are Elevated At These Prices For Lan Fa Textile Co., Ltd. (TWSE:1459)When close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") below 21x, you may consider Lan...
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (NT$3.08b market cap, or US$94.8m).
Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: NT$0.19 (vs NT$0.15 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.19 (up from NT$0.15 in 3Q 2023). Revenue: NT$283.2m (up 3.3% from 3Q 2023). Net income: NT$59.1m (up 22% from 3Q 2023). Profit margin: 21% (up from 18% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 52% 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.
お知らせ • Oct 29Lan Fa Textile Co., Ltd. to Report Q3, 2024 Results on Nov 06, 2024Lan Fa Textile Co., Ltd. announced that they will report Q3, 2024 results on Nov 06, 2024
Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: NT$0.36 (vs NT$0.14 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.36 (up from NT$0.14 in 2Q 2023). Revenue: NT$309.7m (up 37% from 2Q 2023). Net income: NT$114.5m (up 161% from 2Q 2023). Profit margin: 37% (up from 19% 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 56 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 31Lan Fa Textile Co., Ltd. to Report Q2, 2024 Results on Aug 08, 2024Lan Fa Textile Co., Ltd. announced that they will report Q2, 2024 results on Aug 08, 2024
New Risk • Jul 26New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.24b (US$98.7m) 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. This is currently the only risk that has been identified for the company.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.01 (vs NT$0.027 loss in 1Q 2023)First quarter 2024 results: EPS: NT$0.01 (up from NT$0.027 loss in 1Q 2023). Revenue: NT$372.4m (up 40% from 1Q 2023). Net income: NT$3.73m (up NT$12.4m from 1Q 2023). Profit margin: 1.0% (up from net loss in 1Q 2023). The move to profitability 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 62 percentage points per year, which is a significant difference in performance.
お知らせ • May 02Lan Fa Textile Co., Ltd. to Report Q1, 2024 Results on May 13, 2024Lan Fa Textile Co., Ltd. announced that they will report Q1, 2024 results on May 13, 2024
分析記事 • Apr 25Is Lan Fa Textile (TWSE:1459) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Mar 12Full year 2023 earnings released: EPS: NT$0.07 (vs NT$1.40 loss in FY 2022)Full year 2023 results: EPS: NT$0.07 (up from NT$1.40 loss in FY 2022). Revenue: NT$1.20b (down 39% from FY 2022). Net income: NT$23.5m (up NT$466.9m from FY 2022). Profit margin: 2.0% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Mar 09Lan Fa Textile Co., Ltd., Annual General Meeting, Jun 26, 2024Lan Fa Textile Co., Ltd., Annual General Meeting, Jun 26, 2024. Location: 6F., No. 291, Shixing Rd., Zhubei City Hsinchu City Taiwan Agenda: To consider Business Report for 2023; to consider audit Committee's review Report for 2023; to consider cash lending BEndorsements and Guarantees Report for 2023; to consider report on amendments to the Norms Governing the Board of Directors' Meeting; and to transact such other business matters.
New Risk • Jan 15New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.11b (US$99.6m) 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 Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Market cap is less than US$100m (NT$3.11b market cap, or US$99.6m).
Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: NT$0.15 (vs NT$0.70 loss in 3Q 2022)Third quarter 2023 results: EPS: NT$0.15 (up from NT$0.70 loss in 3Q 2022). Revenue: NT$274.0m (down 32% from 3Q 2022). Net income: NT$48.6m (up NT$270.2m from 3Q 2022). Profit margin: 18% (up from net loss in 3Q 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: NT$0.14 (vs NT$1.03 loss in 2Q 2022)Second quarter 2023 results: EPS: NT$0.14 (up from NT$1.03 loss in 2Q 2022). Revenue: NT$226.1m (down 62% from 2Q 2022). Net income: NT$44.0m (up NT$370.2m from 2Q 2022). Profit margin: 19% (up from net loss in 2Q 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 16Third quarter 2022 earnings released: NT$0.70 loss per share (vs NT$0.89 profit in 3Q 2021)Third quarter 2022 results: NT$0.70 loss per share (down from NT$0.89 profit in 3Q 2021). Revenue: NT$403.8m (down 34% from 3Q 2021). Net loss: NT$221.5m (down 178% from profit in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
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. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Tsang-En Wang was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Third quarter 2022 earnings released: NT$0.70 loss per share (vs NT$0.89 profit in 3Q 2021)Third quarter 2022 results: NT$0.70 loss per share (down from NT$0.89 profit in 3Q 2021). Revenue: NT$403.8m (down 34% from 3Q 2021). Net loss: NT$221.5m (down 178% from profit in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 16Second quarter 2022 earnings released: NT$1.03 loss per share (vs NT$0.47 profit in 2Q 2021)Second quarter 2022 results: NT$1.03 loss per share (down from NT$0.47 profit in 2Q 2021). Revenue: NT$599.9m (flat on 2Q 2021). Net loss: NT$326.2m (down 318% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 15Upcoming dividend of NT$0.20 per shareEligible shareholders must have bought the stock before 22 July 2022. Payment date: 16 August 2022. Trailing yield: 2.2%. Lower than top quartile of Taiwanese dividend payers (6.8%). Lower than average of industry peers (4.0%).
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$11.95, the stock trades at a trailing P/E ratio of 6.6x. Average trailing P/E is 14x in the Luxury industry in Taiwan. Total returns to shareholders of 60% over the past three years.
Reported Earnings • May 16First quarter 2022 earnings released: EPS: NT$0.27 (vs NT$0.48 in 1Q 2021)First quarter 2022 results: EPS: NT$0.27 (down from NT$0.48 in 1Q 2021). Revenue: NT$596.9m (down 12% from 1Q 2021). Net income: NT$86.0m (down 44% from 1Q 2021). Profit margin: 14% (down from 23% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 9% 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. 9 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Mar 23Lan Fa Textile Co.,Ltd., Annual General Meeting, Jun 24, 2022Lan Fa Textile Co.,Ltd., Annual General Meeting, Jun 24, 2022. Location: 6F., No. 291, Shixing Rd., Zhubei City, Hsinchu County Zhubei City Taiwan Agenda: To consider Business Report for 2021; to consider Audit Committees review Report for 2021; to consider Cash lending BEndorsements and Guarantees Report for 2021; and to consider other matters.
Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS NT$0.89 (vs NT$0.15 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$611.1m (up 64% from 3Q 2020). Net income: NT$282.7m (up NT$329.0m from 3Q 2020). Profit margin: 46% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$13.65, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 16x in the Luxury industry in Taiwan. Total returns to shareholders of 48% over the past three years.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.47 (vs NT$0.30 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: NT$598.9m (up 143% from 2Q 2020). Net income: NT$149.4m (up 54% from 2Q 2020). Profit margin: 25% (down from 39% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 13% per year.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 30% share price gain to NT$15.85, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 19x in the Luxury industry in Taiwan. Total returns to shareholders of 86% over the past three years.
Valuation Update With 7 Day Price Move • May 09Investor sentiment improved over the past weekAfter last week's 30% share price gain to NT$15.20, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 24x in the Luxury industry in Taiwan. Total returns to shareholders of 81% over the past three years.
Reported Earnings • May 04First quarter 2021 earnings released: EPS NT$0.48 (vs NT$1.09 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$674.6m (up 20% from 1Q 2020). Net income: NT$152.4m (up NT$497.9m from 1Q 2020). Profit margin: 23% (up from net loss in 1Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 23Full year 2020 earnings released: NT$0.58 loss per share (vs NT$0.27 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: NT$1.78b (down 43% from FY 2019). Net loss: NT$184.3m (loss widened 117% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
分析記事 • Mar 11Update: Lan Fa TextileLtd (TPE:1459) Stock Gained 26% In The Last YearOn average, over time, stock markets tend to rise higher. This makes investing attractive. But if when you choose to...
Is New 90 Day High Low • Jan 29New 90-day low: NT$8.00The company is down 2.0% from its price of NT$8.16 on 30 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 1.0% over the same period.
分析記事 • Jan 18Is Lan Fa TextileLtd (TPE:1459) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Is New 90 Day High Low • Dec 24New 90-day high: NT$9.10The company is up 12% from its price of NT$8.09 on 25 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is up 8.0% over the same period.
分析記事 • Nov 26If You Had Bought Lan Fa TextileLtd's (TPE:1459) Shares Five Years Ago You Would Be Down 20%Ideally, your overall portfolio should beat the market average. But the main game is to find enough winners to more...
Reported Earnings • Nov 15Third quarter 2020 earnings released: NT$0.15 loss per shareThe company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: NT$373.1m (down 44% from 3Q 2019). Net loss: NT$46.4m (loss narrowed 62% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
