View Future GrowthLan Fa Textile 過去の業績過去 基準チェック /56Lan Fa Textileは、平均年間2.4%の収益成長を遂げていますが、 Luxury業界の収益は、年間 減少しています。収益は、平均年間4.7% 17.7%収益成長率で 減少しています。 Lan Fa Textileの自己資本利益率は13.4%であり、純利益率は45.6%です。主要情報2.38%収益成長率2.38%EPS成長率Luxury 業界の成長8.24%収益成長率-17.73%株主資本利益率13.39%ネット・マージン45.56%前回の決算情報31 Mar 2026最近の業績更新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.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...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すべての更新を表示Recent updatesUpcoming Dividend • May 21Upcoming dividend of NT$0.20 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 23 June 2026. The company last paid an ordinary dividend in March 2016. The average dividend yield among industry peers is 5.0%.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).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.収支内訳Lan Fa Textile 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TWSE:1459 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 261,04947889031 Dec 251,10144289030 Sep 251,563672150030 Jun 251,484492144031 Mar 251,419223134031 Dec 24839-9965030 Sep 241,008-14180030 Jun 241,083-6493031 Mar 241,117-1104031 Dec 231,20424116030 Sep 231,122102110030 Jun 231,252-168114031 Mar 231,625-538126031 Dec 221,957-443149030 Sep 222,185-408164030 Jun 222,39396172031 Mar 222,392572170031 Dec 212,469638166030 Sep 212,487695163030 Jun 212,249366155031 Mar 211,897314147031 Dec 201,784-184140030 Sep 201,882-268139030 Jun 202,179-344146031 Mar 202,768-501159031 Dec 193,122-85163030 Sep 193,288-594159030 Jun 193,485-501159031 Mar 193,558-327166031 Dec 183,519-375167030 Sep 183,600150173030 Jun 183,579288174031 Mar 183,519174166031 Dec 173,40695160030 Sep 173,265-325154030 Jun 173,131-459152031 Mar 172,942-473150031 Dec 162,947-438153030 Sep 163,125-77173030 Jun 163,373-13178031 Mar 163,691118173031 Dec 153,925227177030 Sep 154,043278176030 Jun 154,0403441710質の高い収益: 1459は 高品質の収益 を持っています。利益率の向上: 1459の現在の純利益率 (45.6%)は、昨年(15.7%)よりも高くなっています。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: 1459過去 5 年間で収益を上げており、収益は年間2.4%増加しています。成長の加速: 1459の過去 1 年間の収益成長率 ( 114.6% ) は、5 年間の平均 ( 年間2.4%を上回っています。収益対業界: 1459の過去 1 年間の収益成長率 ( 114.6% ) はLuxury業界-19.9%を上回りました。株主資本利益率高いROE: 1459の 自己資本利益率 ( 13.4% ) 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 04:40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.
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
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...
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
Upcoming Dividend • May 21Upcoming dividend of NT$0.20 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 23 June 2026. The company last paid an ordinary dividend in March 2016. The average dividend yield among industry peers is 5.0%.
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.