View Future GrowthSampo 過去の業績過去 基準チェック /16Sampoの収益は年間平均-25.8%の割合で減少していますが、 Consumer Durables業界の収益は年間 増加しています。収益は年間3.2% 1.9%割合で 増加しています。 Sampoの自己資本利益率は7.1%であり、純利益率は6.7%です。主要情報-25.83%収益成長率-25.38%EPS成長率Consumer Durables 業界の成長6.66%収益成長率1.85%株主資本利益率7.11%ネット・マージン6.69%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 19First quarter 2026 earnings released: EPS: NT$0.51 (vs NT$0.57 in 1Q 2025)First quarter 2026 results: EPS: NT$0.51 (down from NT$0.57 in 1Q 2025). Revenue: NT$2.37b (down 3.6% from 1Q 2025). Net income: NT$187.2m (down 9.3% from 1Q 2025). Profit margin: 7.9% (down from 8.4% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year and the company’s share price has also fallen by 5% per year.Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$1.70 (vs NT$2.09 in FY 2024)Full year 2025 results: EPS: NT$1.70 (down from NT$2.09 in FY 2024). Revenue: NT$9.05b (down 4.7% from FY 2024). Net income: NT$618.4m (down 19% from FY 2024). Profit margin: 6.8% (down from 8.0% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year and the company’s share price has also fallen by 2% per year.Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$0.36 (vs NT$0.47 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.36 (down from NT$0.47 in 3Q 2024). Revenue: NT$2.06b (down 9.1% from 3Q 2024). Net income: NT$131.5m (down 23% from 3Q 2024). Profit margin: 6.4% (down from 7.6% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year.Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: NT$0.36 (vs NT$0.66 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.36 (down from NT$0.66 in 2Q 2024). Revenue: NT$2.43b (flat on 2Q 2024). Net income: NT$131.9m (down 45% from 2Q 2024). Profit margin: 5.4% (down from 9.9% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.57 (vs NT$0.61 in 1Q 2024)First quarter 2025 results: EPS: NT$0.57 (down from NT$0.61 in 1Q 2024). Revenue: NT$2.46b (flat on 1Q 2024). Net income: NT$206.5m (down 7.1% from 1Q 2024). Profit margin: 8.4% (down from 8.9% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • May 01Sampo Corporation to Report Q1, 2025 Results on May 14, 2025Sampo Corporation announced that they will report Q1, 2025 results on May 14, 2025すべての更新を表示Recent updatesReported Earnings • May 19First quarter 2026 earnings released: EPS: NT$0.51 (vs NT$0.57 in 1Q 2025)First quarter 2026 results: EPS: NT$0.51 (down from NT$0.57 in 1Q 2025). Revenue: NT$2.37b (down 3.6% from 1Q 2025). Net income: NT$187.2m (down 9.3% from 1Q 2025). Profit margin: 7.9% (down from 8.4% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year and the company’s share price has also fallen by 5% per year.Upcoming Dividend • Apr 09Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 16 April 2026. Payment date: 14 May 2026. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 5.9%. Within top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (4.4%).Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$1.70 (vs NT$2.09 in FY 2024)Full year 2025 results: EPS: NT$1.70 (down from NT$2.09 in FY 2024). Revenue: NT$9.05b (down 4.7% from FY 2024). Net income: NT$618.4m (down 19% from FY 2024). Profit margin: 6.8% (down from 8.0% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year and the company’s share price has also fallen by 2% per year.Declared Dividend • Mar 12Dividend of NT$1.50 announcedDividend of NT$1.50 is the same as last year. Ex-date: 16th April 2026 Payment date: 14th May 2026 Dividend yield will be 6.0%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1.3% to bring the payout ratio under control. However, EPS has declined by 19% over the last 5 years so the company would need to reverse this trend.お知らせ • Mar 11+ 1 more updateSampo Corporation, Annual General Meeting, Jun 16, 2026Sampo Corporation, Annual General Meeting, Jun 16, 2026, at 09:00 Taipei Standard Time. Location: no,19, ting hu rd., ta hua li, gueishan district, taoyuan city TaiwanReported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$0.36 (vs NT$0.47 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.36 (down from NT$0.47 in 3Q 2024). Revenue: NT$2.06b (down 9.1% from 3Q 2024). Net income: NT$131.5m (down 23% from 3Q 2024). Profit margin: 6.4% (down from 7.6% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year.Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: NT$0.36 (vs NT$0.66 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.36 (down from NT$0.66 in 2Q 2024). Revenue: NT$2.43b (flat on 2Q 2024). Net income: NT$131.9m (down 45% from 2Q 2024). Profit margin: 5.4% (down from 9.9% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.57 (vs NT$0.61 in 1Q 2024)First quarter 2025 results: EPS: NT$0.57 (down from NT$0.61 in 1Q 2024). Revenue: NT$2.46b (flat on 1Q 2024). Net income: NT$206.5m (down 7.1% from 1Q 2024). Profit margin: 8.4% (down from 8.9% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • May 06Now 20% overvaluedOver the last 90 days, the stock has fallen 7.6% to NT$26.00. The fair value is estimated to be NT$21.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 30%.お知らせ • May 01Sampo Corporation to Report Q1, 2025 Results on May 14, 2025Sampo Corporation announced that they will report Q1, 2025 results on May 14, 2025Buy Or Sell Opportunity • Apr 18Now 20% overvaluedOver the last 90 days, the stock has fallen 10% to NT$25.10. The fair value is estimated to be NT$20.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 30%.Upcoming Dividend • Apr 05Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 11 April 2025. Payment date: 14 May 2025. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 5.3%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (4.2%).Reported Earnings • Mar 20Full year 2024 earnings released: EPS: NT$2.09 (vs NT$2.00 in FY 2023)Full year 2024 results: EPS: NT$2.09 (up from NT$2.00 in FY 2023). Revenue: NT$9.49b (up 6.8% from FY 2023). Net income: NT$761.7m (up 4.7% from FY 2023). Profit margin: 8.0% (down from 8.2% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.分析記事 • Mar 16Sampo's (TWSE:1604) Dividend Will Be NT$1.50The board of Sampo Corporation ( TWSE:1604 ) has announced that it will pay a dividend of NT$1.50 per share on the 14th...Declared Dividend • Mar 15Dividend of NT$1.50 announcedDividend of NT$1.50 is the same as last year. Ex-date: 11th April 2025 Payment date: 14th May 2025 Dividend yield will be 5.3%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (73% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.お知らせ • Mar 14+ 1 more updateSampo Corporation, Annual General Meeting, Jun 13, 2025Sampo Corporation, Annual General Meeting, Jun 13, 2025. Location: no,19, ting hu rd., ta hua li, gueishan district, taoyuan city Taiwanお知らせ • Mar 05Sampo Corporation to Report Fiscal Year 2024 Results on Mar 13, 2025Sampo Corporation announced that they will report fiscal year 2024 results on Mar 13, 2025Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: NT$0.47 (vs NT$0.56 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.47 (down from NT$0.56 in 3Q 2023). Revenue: NT$2.26b (up 7.0% from 3Q 2023). Net income: NT$171.1m (down 15% from 3Q 2023). Profit margin: 7.6% (down from 9.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 35% 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.Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.66 (vs NT$0.64 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.66 (up from NT$0.64 in 2Q 2023). Revenue: NT$2.43b (flat on 2Q 2023). Net income: NT$239.7m (up 3.3% from 2Q 2023). Profit margin: 9.9% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Aug 06Sampo Corporation to Report Q2, 2024 Results on Aug 13, 2024Sampo Corporation announced that they will report Q2, 2024 results on Aug 13, 2024Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$0.61 (vs NT$0.50 in 1Q 2023)First quarter 2024 results: EPS: NT$0.61 (up from NT$0.50 in 1Q 2023). Revenue: NT$2.48b (up 5.6% from 1Q 2023). Net income: NT$222.3m (up 22% from 1Q 2023). Profit margin: 8.9% (up from 7.7% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • May 08Sampo Corporation to Report Q1, 2024 Results on May 14, 2024Sampo Corporation announced that they will report Q1, 2024 results on May 14, 2024Upcoming Dividend • Apr 04Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 09 May 2024. Payout ratio is a comfortable 75% but the company is not cash flow positive. Trailing yield: 5.0%. Within top quartile of Taiwanese dividend payers (4.6%). Higher than average of industry peers (3.6%).Reported Earnings • Mar 19Full year 2023 earnings released: EPS: NT$2.00 (vs NT$1.82 in FY 2022)Full year 2023 results: EPS: NT$2.00 (up from NT$1.82 in FY 2022). Revenue: NT$8.89b (flat on FY 2022). Net income: NT$727.8m (up 10% from FY 2022). Profit margin: 8.2% (up from 7.4% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Mar 16Sampo Corporation, Annual General Meeting, Jun 12, 2024Sampo Corporation, Annual General Meeting, Jun 12, 2024.Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: NT$0.64 (vs NT$0.53 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.64 (up from NT$0.53 in 2Q 2022). Revenue: NT$2.44b (up 1.3% from 2Q 2022). Net income: NT$232.0m (up 20% from 2Q 2022). Profit margin: 9.5% (up from 8.0% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$33.00, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 16x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 71% over the past three years.お知らせ • Jun 29+ 2 more updatesSampo Corporation Announces Change in Compensation CommitteeSampo Corporation announced the changes in the compensation committee. Name of the previous position holder: Chian Chen Rong, Huang Chiu Yung, Lo Yung Chien. Name of the new position holder: Lin Yow Tzer, Lo Yung Chien, Lai Kai Hsuan. Effective date of the new member is June 28, 2023.Upcoming Dividend • Apr 20Upcoming dividend of NT$1.50 per share at 5.5% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 19 May 2023. Payout ratio is on the higher end at 82% but the company is not cash flow positive. Trailing yield: 5.5%. Lower than top quartile of Taiwanese dividend payers (5.7%). Higher than average of industry peers (4.2%).Reported Earnings • Mar 17Full year 2022 earnings released: EPS: NT$1.82 (vs NT$4.52 in FY 2021)Full year 2022 results: EPS: NT$1.82 (down from NT$4.52 in FY 2021). Revenue: NT$8.94b (flat on FY 2021). Net income: NT$661.2m (down 60% from FY 2021). Profit margin: 7.4% (down from 19% in FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Dec 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.1%. The fair value is estimated to be NT$31.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 19%.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Chiu Yung Huang was the last independent director to join the board, commencing their role in 2017. 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: EPS: NT$0.60 (vs NT$3.25 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.60 (down from NT$3.25 in 3Q 2021). Revenue: NT$2.16b (flat on 3Q 2021). Net income: NT$216.7m (down 82% from 3Q 2021). Profit margin: 10.0% (down from 56% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: NT$0.53 (vs NT$0.56 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.53 (down from NT$0.56 in 2Q 2021). Revenue: NT$2.41b (up 4.5% from 2Q 2021). Net income: NT$194.0m (down 6.4% from 2Q 2021). Profit margin: 8.0% (down from 9.0% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 31% 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 • Jul 06Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$25.35, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 13x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 93% over the past three years.Upcoming Dividend • Jun 28Upcoming dividend of NT$2.70 per shareEligible shareholders must have bought the stock before 05 July 2022. Payment date: 28 July 2022. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 8.8%. Within top quartile of Taiwanese dividend payers (6.3%). Higher than average of industry peers (4.5%).お知らせ • Jun 19Sampo Corporation Announces Dividend Distribution, Payable on July 28, 2022Sampo Corporation announced dividend distribution of TWD 1,010,340,000 (TWD 2.700000 per share). Ex-rights (ex-dividend) trading date is July 5, 2022. Last date before book closure is July 6, 2022. Book closure starting date is July 7, 2022. Book closure ending date is July 11, 2022. Ex-rights (ex-dividend) record date is July 11, 2022. Cash dividend payment-date on July 28, 2022.Reported Earnings • May 15First quarter 2022 earnings released: EPS: NT$0.50 (vs NT$0.50 in 1Q 2021)First quarter 2022 results: EPS: NT$0.50 (down from NT$0.50 in 1Q 2021). Revenue: NT$2.40b (up 14% from 1Q 2021). Net income: NT$181.5m (down 2.8% from 1Q 2021). Profit margin: 7.6% (down from 8.9% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Chiu Yung Huang was the last independent director to join the board, commencing their role in 2017. 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 • Mar 31Full year 2021 earnings released: EPS: NT$4.52 (vs NT$4.86 in FY 2020)Full year 2021 results: EPS: NT$4.52 (down from NT$4.86 in FY 2020). Revenue: NT$8.90b (up 16% from FY 2020). Net income: NT$1.67b (down 7.1% from FY 2020). Profit margin: 19% (down from 23% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$3.25 (vs NT$3.78 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$2.16b (up 4.0% from 3Q 2020). Net income: NT$1.20b (down 14% from 3Q 2020). Profit margin: 56% (down from 67% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 08Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 15 September 2021. Payment date: 07 October 2021. Trailing yield: 8.1%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (4.0%).Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.56 (vs NT$0.46 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$2.31b (up 10% from 2Q 2020). Net income: NT$207.3m (up 21% from 2Q 2020). Profit margin: 9.0% (up from 8.2% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$0.50 (vs NT$0.32 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.11b (up 17% from 1Q 2020). Net income: NT$186.7m (up 56% from 1Q 2020). Profit margin: 8.9% (up from 6.6% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 26A Look At The Fair Value Of Sampo Corporation (TPE:1604)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Sampo Corporation...分析記事 • Apr 13We Like These Underlying Return On Capital Trends At Sampo (TPE:1604)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...分析記事 • Mar 31Is Sampo (TPE:1604) 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 31Full year 2020 earnings released: EPS NT$4.86 (vs NT$2.00 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$7.67b (up 7.8% from FY 2019). Net income: NT$1.80b (up 143% from FY 2019). Profit margin: 23% (up from 10% in FY 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 16Should You Buy Sampo Corporation (TPE:1604) For Its Dividend?Is Sampo Corporation ( TPE:1604 ) a good dividend stock? How can we tell? Dividend paying companies with growing...分析記事 • Mar 01Is Now The Time To Put Sampo (TPE:1604) On Your Watchlist?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...分析記事 • Feb 14Is There More To The Story Than Sampo's (TPE:1604) Earnings Growth?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...分析記事 • Feb 01Shareholders Of Sampo (TPE:1604) Must Be Happy With Their 172% Total ReturnWhen you buy and hold a stock for the long term, you definitely want it to provide a positive return. Better yet, you'd...分析記事 • Jan 19Sampo Corporation's (TPE:1604) Stock Is Going Strong: Is the Market Following Fundamentals?Sampo's (TPE:1604) stock is up by a considerable 11% over the past three months. Given that the market rewards strong...分析記事 • Jan 06Can Sampo (TPE:1604) Continue To Grow Its Returns On Capital?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Dec 24Does Sampo (TPE:1604) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Dec 11Is Sampo Corporation (TPE:1604) An Attractive Dividend Stock?Dividend paying stocks like Sampo Corporation ( TPE:1604 ) tend to be popular with investors, and for good reason...分析記事 • Nov 28Does Sampo (TPE:1604) Deserve A Spot On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of...Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$3.78The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$2.08b (up 17% from 3Q 2019). Net income: NT$1.40b (up NT$1.27b from 3Q 2019). Profit margin: 67% (up from 7.2% in 3Q 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Nov 03New 90-day high: NT$23.35The company is up 2.0% from its price of NT$22.95 on 05 August 2020. The Taiwanese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 5.0% over the same period.収支内訳Sampo 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:1604 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 268,9625991,11911631 Dec 259,0506181,12111930 Sep 259,2655981,11511930 Jun 259,4726381,10811731 Mar 259,4717461,09611331 Dec 249,4947621,08911230 Sep 249,1537451,07711230 Jun 249,0067761,05511231 Mar 249,0207681,03011531 Dec 238,8897281,00711430 Sep 238,8806851,00211830 Jun 238,9207001,00511731 Mar 238,89066299111531 Dec 228,93666196311530 Sep 229,29666394811630 Jun 229,2981,65091011831 Mar 229,1951,66385812431 Dec 218,9051,66881512230 Sep 218,2751,70575611330 Jun 218,1911,89979910731 Mar 217,9731,86379310031 Dec 207,6701,7967759930 Sep 207,5831,70483618030 Jun 207,28143469815531 Mar 207,15575669013231 Dec 197,11673971410830 Sep 196,918739689030 Jun 196,789922778031 Mar 196,961656815031 Dec 187,077662884030 Sep 187,307577888030 Jun 187,703387927031 Mar 187,6633291,036031 Dec 177,6393121,026030 Sep 178,0044391,226030 Jun 178,1134461,431031 Mar 179,2946291,928031 Dec 1610,0827892,219030 Sep 1610,1837652,214030 Jun 1610,2237682,223031 Mar 1610,0246092,106031 Dec 159,7665052,033030 Sep 159,9025212,060-110質の高い収益: 1604は 高品質の収益 を持っています。利益率の向上: 1604の現在の純利益率 (6.7%)は、昨年(7.9%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 1604の収益は過去 5 年間で年間25.8%減少しました。成長の加速: 1604は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 1604は過去 1 年間で収益成長率がマイナス ( -19.7% ) となったため、 Consumer Durables業界平均 ( -21.6% ) と比較することが困難です。株主資本利益率高いROE: 1604の 自己資本利益率 ( 7.1% ) 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2026/08/03 18:58終値2026/08/03 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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Sampo Corporation 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。2 アナリスト機関Per GrønborgDanske BankYen-liang ChenYuanta Research
Reported Earnings • May 19First quarter 2026 earnings released: EPS: NT$0.51 (vs NT$0.57 in 1Q 2025)First quarter 2026 results: EPS: NT$0.51 (down from NT$0.57 in 1Q 2025). Revenue: NT$2.37b (down 3.6% from 1Q 2025). Net income: NT$187.2m (down 9.3% from 1Q 2025). Profit margin: 7.9% (down from 8.4% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year and the company’s share price has also fallen by 5% per year.
Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$1.70 (vs NT$2.09 in FY 2024)Full year 2025 results: EPS: NT$1.70 (down from NT$2.09 in FY 2024). Revenue: NT$9.05b (down 4.7% from FY 2024). Net income: NT$618.4m (down 19% from FY 2024). Profit margin: 6.8% (down from 8.0% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year and the company’s share price has also fallen by 2% per year.
Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$0.36 (vs NT$0.47 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.36 (down from NT$0.47 in 3Q 2024). Revenue: NT$2.06b (down 9.1% from 3Q 2024). Net income: NT$131.5m (down 23% from 3Q 2024). Profit margin: 6.4% (down from 7.6% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year.
Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: NT$0.36 (vs NT$0.66 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.36 (down from NT$0.66 in 2Q 2024). Revenue: NT$2.43b (flat on 2Q 2024). Net income: NT$131.9m (down 45% from 2Q 2024). Profit margin: 5.4% (down from 9.9% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.57 (vs NT$0.61 in 1Q 2024)First quarter 2025 results: EPS: NT$0.57 (down from NT$0.61 in 1Q 2024). Revenue: NT$2.46b (flat on 1Q 2024). Net income: NT$206.5m (down 7.1% from 1Q 2024). Profit margin: 8.4% (down from 8.9% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • May 01Sampo Corporation to Report Q1, 2025 Results on May 14, 2025Sampo Corporation announced that they will report Q1, 2025 results on May 14, 2025
Reported Earnings • May 19First quarter 2026 earnings released: EPS: NT$0.51 (vs NT$0.57 in 1Q 2025)First quarter 2026 results: EPS: NT$0.51 (down from NT$0.57 in 1Q 2025). Revenue: NT$2.37b (down 3.6% from 1Q 2025). Net income: NT$187.2m (down 9.3% from 1Q 2025). Profit margin: 7.9% (down from 8.4% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year and the company’s share price has also fallen by 5% per year.
Upcoming Dividend • Apr 09Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 16 April 2026. Payment date: 14 May 2026. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 5.9%. Within top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (4.4%).
Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$1.70 (vs NT$2.09 in FY 2024)Full year 2025 results: EPS: NT$1.70 (down from NT$2.09 in FY 2024). Revenue: NT$9.05b (down 4.7% from FY 2024). Net income: NT$618.4m (down 19% from FY 2024). Profit margin: 6.8% (down from 8.0% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year and the company’s share price has also fallen by 2% per year.
Declared Dividend • Mar 12Dividend of NT$1.50 announcedDividend of NT$1.50 is the same as last year. Ex-date: 16th April 2026 Payment date: 14th May 2026 Dividend yield will be 6.0%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1.3% to bring the payout ratio under control. However, EPS has declined by 19% over the last 5 years so the company would need to reverse this trend.
お知らせ • Mar 11+ 1 more updateSampo Corporation, Annual General Meeting, Jun 16, 2026Sampo Corporation, Annual General Meeting, Jun 16, 2026, at 09:00 Taipei Standard Time. Location: no,19, ting hu rd., ta hua li, gueishan district, taoyuan city Taiwan
Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$0.36 (vs NT$0.47 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.36 (down from NT$0.47 in 3Q 2024). Revenue: NT$2.06b (down 9.1% from 3Q 2024). Net income: NT$131.5m (down 23% from 3Q 2024). Profit margin: 6.4% (down from 7.6% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year.
Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: NT$0.36 (vs NT$0.66 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.36 (down from NT$0.66 in 2Q 2024). Revenue: NT$2.43b (flat on 2Q 2024). Net income: NT$131.9m (down 45% from 2Q 2024). Profit margin: 5.4% (down from 9.9% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.57 (vs NT$0.61 in 1Q 2024)First quarter 2025 results: EPS: NT$0.57 (down from NT$0.61 in 1Q 2024). Revenue: NT$2.46b (flat on 1Q 2024). Net income: NT$206.5m (down 7.1% from 1Q 2024). Profit margin: 8.4% (down from 8.9% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • May 06Now 20% overvaluedOver the last 90 days, the stock has fallen 7.6% to NT$26.00. The fair value is estimated to be NT$21.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 30%.
お知らせ • May 01Sampo Corporation to Report Q1, 2025 Results on May 14, 2025Sampo Corporation announced that they will report Q1, 2025 results on May 14, 2025
Buy Or Sell Opportunity • Apr 18Now 20% overvaluedOver the last 90 days, the stock has fallen 10% to NT$25.10. The fair value is estimated to be NT$20.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 30%.
Upcoming Dividend • Apr 05Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 11 April 2025. Payment date: 14 May 2025. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 5.3%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (4.2%).
Reported Earnings • Mar 20Full year 2024 earnings released: EPS: NT$2.09 (vs NT$2.00 in FY 2023)Full year 2024 results: EPS: NT$2.09 (up from NT$2.00 in FY 2023). Revenue: NT$9.49b (up 6.8% from FY 2023). Net income: NT$761.7m (up 4.7% from FY 2023). Profit margin: 8.0% (down from 8.2% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 16Sampo's (TWSE:1604) Dividend Will Be NT$1.50The board of Sampo Corporation ( TWSE:1604 ) has announced that it will pay a dividend of NT$1.50 per share on the 14th...
Declared Dividend • Mar 15Dividend of NT$1.50 announcedDividend of NT$1.50 is the same as last year. Ex-date: 11th April 2025 Payment date: 14th May 2025 Dividend yield will be 5.3%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (73% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
お知らせ • Mar 14+ 1 more updateSampo Corporation, Annual General Meeting, Jun 13, 2025Sampo Corporation, Annual General Meeting, Jun 13, 2025. Location: no,19, ting hu rd., ta hua li, gueishan district, taoyuan city Taiwan
お知らせ • Mar 05Sampo Corporation to Report Fiscal Year 2024 Results on Mar 13, 2025Sampo Corporation announced that they will report fiscal year 2024 results on Mar 13, 2025
Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: NT$0.47 (vs NT$0.56 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.47 (down from NT$0.56 in 3Q 2023). Revenue: NT$2.26b (up 7.0% from 3Q 2023). Net income: NT$171.1m (down 15% from 3Q 2023). Profit margin: 7.6% (down from 9.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 35% 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.
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.66 (vs NT$0.64 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.66 (up from NT$0.64 in 2Q 2023). Revenue: NT$2.43b (flat on 2Q 2023). Net income: NT$239.7m (up 3.3% from 2Q 2023). Profit margin: 9.9% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 06Sampo Corporation to Report Q2, 2024 Results on Aug 13, 2024Sampo Corporation announced that they will report Q2, 2024 results on Aug 13, 2024
Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$0.61 (vs NT$0.50 in 1Q 2023)First quarter 2024 results: EPS: NT$0.61 (up from NT$0.50 in 1Q 2023). Revenue: NT$2.48b (up 5.6% from 1Q 2023). Net income: NT$222.3m (up 22% from 1Q 2023). Profit margin: 8.9% (up from 7.7% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • May 08Sampo Corporation to Report Q1, 2024 Results on May 14, 2024Sampo Corporation announced that they will report Q1, 2024 results on May 14, 2024
Upcoming Dividend • Apr 04Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 09 May 2024. Payout ratio is a comfortable 75% but the company is not cash flow positive. Trailing yield: 5.0%. Within top quartile of Taiwanese dividend payers (4.6%). Higher than average of industry peers (3.6%).
Reported Earnings • Mar 19Full year 2023 earnings released: EPS: NT$2.00 (vs NT$1.82 in FY 2022)Full year 2023 results: EPS: NT$2.00 (up from NT$1.82 in FY 2022). Revenue: NT$8.89b (flat on FY 2022). Net income: NT$727.8m (up 10% from FY 2022). Profit margin: 8.2% (up from 7.4% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Mar 16Sampo Corporation, Annual General Meeting, Jun 12, 2024Sampo Corporation, Annual General Meeting, Jun 12, 2024.
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: NT$0.64 (vs NT$0.53 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.64 (up from NT$0.53 in 2Q 2022). Revenue: NT$2.44b (up 1.3% from 2Q 2022). Net income: NT$232.0m (up 20% from 2Q 2022). Profit margin: 9.5% (up from 8.0% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$33.00, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 16x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 71% over the past three years.
お知らせ • Jun 29+ 2 more updatesSampo Corporation Announces Change in Compensation CommitteeSampo Corporation announced the changes in the compensation committee. Name of the previous position holder: Chian Chen Rong, Huang Chiu Yung, Lo Yung Chien. Name of the new position holder: Lin Yow Tzer, Lo Yung Chien, Lai Kai Hsuan. Effective date of the new member is June 28, 2023.
Upcoming Dividend • Apr 20Upcoming dividend of NT$1.50 per share at 5.5% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 19 May 2023. Payout ratio is on the higher end at 82% but the company is not cash flow positive. Trailing yield: 5.5%. Lower than top quartile of Taiwanese dividend payers (5.7%). Higher than average of industry peers (4.2%).
Reported Earnings • Mar 17Full year 2022 earnings released: EPS: NT$1.82 (vs NT$4.52 in FY 2021)Full year 2022 results: EPS: NT$1.82 (down from NT$4.52 in FY 2021). Revenue: NT$8.94b (flat on FY 2021). Net income: NT$661.2m (down 60% from FY 2021). Profit margin: 7.4% (down from 19% in FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Dec 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.1%. The fair value is estimated to be NT$31.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 19%.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Chiu Yung Huang was the last independent director to join the board, commencing their role in 2017. 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: EPS: NT$0.60 (vs NT$3.25 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.60 (down from NT$3.25 in 3Q 2021). Revenue: NT$2.16b (flat on 3Q 2021). Net income: NT$216.7m (down 82% from 3Q 2021). Profit margin: 10.0% (down from 56% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: NT$0.53 (vs NT$0.56 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.53 (down from NT$0.56 in 2Q 2021). Revenue: NT$2.41b (up 4.5% from 2Q 2021). Net income: NT$194.0m (down 6.4% from 2Q 2021). Profit margin: 8.0% (down from 9.0% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 31% 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 • Jul 06Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$25.35, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 13x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 93% over the past three years.
Upcoming Dividend • Jun 28Upcoming dividend of NT$2.70 per shareEligible shareholders must have bought the stock before 05 July 2022. Payment date: 28 July 2022. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 8.8%. Within top quartile of Taiwanese dividend payers (6.3%). Higher than average of industry peers (4.5%).
お知らせ • Jun 19Sampo Corporation Announces Dividend Distribution, Payable on July 28, 2022Sampo Corporation announced dividend distribution of TWD 1,010,340,000 (TWD 2.700000 per share). Ex-rights (ex-dividend) trading date is July 5, 2022. Last date before book closure is July 6, 2022. Book closure starting date is July 7, 2022. Book closure ending date is July 11, 2022. Ex-rights (ex-dividend) record date is July 11, 2022. Cash dividend payment-date on July 28, 2022.
Reported Earnings • May 15First quarter 2022 earnings released: EPS: NT$0.50 (vs NT$0.50 in 1Q 2021)First quarter 2022 results: EPS: NT$0.50 (down from NT$0.50 in 1Q 2021). Revenue: NT$2.40b (up 14% from 1Q 2021). Net income: NT$181.5m (down 2.8% from 1Q 2021). Profit margin: 7.6% (down from 8.9% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Chiu Yung Huang was the last independent director to join the board, commencing their role in 2017. 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 • Mar 31Full year 2021 earnings released: EPS: NT$4.52 (vs NT$4.86 in FY 2020)Full year 2021 results: EPS: NT$4.52 (down from NT$4.86 in FY 2020). Revenue: NT$8.90b (up 16% from FY 2020). Net income: NT$1.67b (down 7.1% from FY 2020). Profit margin: 19% (down from 23% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$3.25 (vs NT$3.78 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$2.16b (up 4.0% from 3Q 2020). Net income: NT$1.20b (down 14% from 3Q 2020). Profit margin: 56% (down from 67% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 08Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 15 September 2021. Payment date: 07 October 2021. Trailing yield: 8.1%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (4.0%).
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.56 (vs NT$0.46 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$2.31b (up 10% from 2Q 2020). Net income: NT$207.3m (up 21% from 2Q 2020). Profit margin: 9.0% (up from 8.2% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$0.50 (vs NT$0.32 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.11b (up 17% from 1Q 2020). Net income: NT$186.7m (up 56% from 1Q 2020). Profit margin: 8.9% (up from 6.6% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 26A Look At The Fair Value Of Sampo Corporation (TPE:1604)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Sampo Corporation...
分析記事 • Apr 13We Like These Underlying Return On Capital Trends At Sampo (TPE:1604)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
分析記事 • Mar 31Is Sampo (TPE:1604) 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 31Full year 2020 earnings released: EPS NT$4.86 (vs NT$2.00 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$7.67b (up 7.8% from FY 2019). Net income: NT$1.80b (up 143% from FY 2019). Profit margin: 23% (up from 10% in FY 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 16Should You Buy Sampo Corporation (TPE:1604) For Its Dividend?Is Sampo Corporation ( TPE:1604 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
分析記事 • Mar 01Is Now The Time To Put Sampo (TPE:1604) On Your Watchlist?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
分析記事 • Feb 14Is There More To The Story Than Sampo's (TPE:1604) Earnings Growth?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
分析記事 • Feb 01Shareholders Of Sampo (TPE:1604) Must Be Happy With Their 172% Total ReturnWhen you buy and hold a stock for the long term, you definitely want it to provide a positive return. Better yet, you'd...
分析記事 • Jan 19Sampo Corporation's (TPE:1604) Stock Is Going Strong: Is the Market Following Fundamentals?Sampo's (TPE:1604) stock is up by a considerable 11% over the past three months. Given that the market rewards strong...
分析記事 • Jan 06Can Sampo (TPE:1604) Continue To Grow Its Returns On Capital?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Dec 24Does Sampo (TPE:1604) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Dec 11Is Sampo Corporation (TPE:1604) An Attractive Dividend Stock?Dividend paying stocks like Sampo Corporation ( TPE:1604 ) tend to be popular with investors, and for good reason...
分析記事 • Nov 28Does Sampo (TPE:1604) Deserve A Spot On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of...
Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$3.78The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$2.08b (up 17% from 3Q 2019). Net income: NT$1.40b (up NT$1.27b from 3Q 2019). Profit margin: 67% (up from 7.2% in 3Q 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Nov 03New 90-day high: NT$23.35The company is up 2.0% from its price of NT$22.95 on 05 August 2020. The Taiwanese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 5.0% over the same period.