View ValuationRuentex Industries 将来の成長Future 基準チェック /06現在、 Ruentex Industriesの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Luxury 収益成長5.9%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • Aug 14Second quarter 2026 earnings released: EPS: NT$6.36 (vs NT$0.86 in 2Q 2025)Second quarter 2026 results: EPS: NT$6.36 (up from NT$0.86 in 2Q 2025). Revenue: NT$567.3m (down 10% from 2Q 2025). Net income: NT$6.64b (up NT$5.75b from 2Q 2025). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Declared Dividend • Jul 04Dividend reduced to NT$1.90Dividend of NT$1.90 is 24% lower than last year. Ex-date: 17th July 2026 Payment date: 10th August 2026 Dividend yield will be 3.7%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (14% 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 decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 84% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.0% EPS decline seen over the last 5 years.Reported Earnings • May 21First quarter 2026 earnings released: EPS: NT$2.59 (vs NT$3.16 in 1Q 2025)First quarter 2026 results: EPS: NT$2.59 (down from NT$3.16 in 1Q 2025). Revenue: NT$418.6m (down 36% from 1Q 2025). Net income: NT$2.71b (down 18% from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$9.29 (vs NT$13.00 in FY 2024)Full year 2025 results: EPS: NT$9.29 (down from NT$13.00 in FY 2024). Revenue: NT$2.42b (down 16% from FY 2024). Net income: NT$9.70b (down 28% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.お知らせ • Feb 11Ruentex Industries Ltd., Annual General Meeting, May 26, 2026Ruentex Industries Ltd., Annual General Meeting, May 26, 2026. Location: 3 floor no,260, sec.2 pa to rd., jhongshan district, taipei city TaiwanReported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$2.70 (vs NT$3.20 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.70 (down from NT$3.20 in 3Q 2024). Revenue: NT$666.3m (down 5.5% from 3Q 2024). Net income: NT$2.81b (down 16% from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.86 (vs NT$3.65 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.86 (down from NT$3.65 in 2Q 2024). Revenue: NT$631.3m (down 1.7% from 2Q 2024). Net income: NT$893.3m (down 77% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Declared Dividend • Jul 03Dividend of NT$2.50 announcedShareholders will receive a dividend of NT$2.50. Ex-date: 17th July 2025 Payment date: 8th August 2025 Dividend yield will be 4.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (33% 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 decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 63% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.7% EPS decline seen over the last 5 years.お知らせ • May 29Ruentex Industries Ltd. Approves Board ElectionsRuentex Industries Ltd. announced that at its AGM held on May 28, 2025, the shareholders approved election of Director, KAO, YUEH-MEI; Director, CHEN, CHIAO-CHING.New Risk • May 15New major risk - Revenue and earnings growthEarnings have declined by 0.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.2% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$3.16 (vs NT$4.28 in 1Q 2024)First quarter 2025 results: EPS: NT$3.16 (down from NT$4.28 in 1Q 2024). Revenue: NT$649.0m (down 7.6% from 1Q 2024). Net income: NT$3.30b (down 26% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • Apr 29Ruentex Industries Ltd. to Report Q1, 2025 Results on May 14, 2025Ruentex Industries Ltd. announced that they will report Q1, 2025 results on May 14, 2025Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$49.25, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 16x in the Luxury industry in Taiwan. Total loss to shareholders of 46% over the past three years.Reported Earnings • Mar 18Full year 2024 earnings released: EPS: NT$13.00 (vs NT$7.19 in FY 2023)Full year 2024 results: EPS: NT$13.00 (up from NT$7.19 in FY 2023). Revenue: NT$2.89b (up 7.9% from FY 2023). Net income: NT$13.6b (up 81% from FY 2023). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.お知らせ • Mar 14Ruentex Industries Ltd., Annual General Meeting, May 28, 2025Ruentex Industries Ltd., Annual General Meeting, May 28, 2025, at 09:00 Taipei Standard Time. Location: 3 floor no,260, sec.2 pa to rd., jhongshan district, taipei city Taiwanお知らせ • Mar 04Ruentex Industries Ltd. Announces Board Resignations, Effective May 27, 2025Ruentex Industries Ltd. announced Director resignations. Title and name of the previous position holder: Run Tai Sing Co. Ltd. Representative: Yin, Chung-Yao Run Tai Sing Co. Ltd. Representative: Lee, Tien-Chien. Resume of the previous position holder: Yin, Chung-Yao, Chairman of Nan Shan Life Insurance Co. Ltd. Lee, Tien-Chien, Vice President of Ruentex Industries Ltd. The company received the letter of resignation on March 3, 2025 and the effective date of resignation is May 27, 2025.お知らせ • Feb 08Ruentex Industries Ltd. to Report Fiscal Year 2024 Results on Mar 12, 2025Ruentex Industries Ltd. announced that they will report fiscal year 2024 results on Mar 12, 2025分析記事 • Nov 20Ruentex Industries' (TWSE:2915) Profits May Not Reveal Underlying IssuesThe recent earnings posted by Ruentex Industries Ltd. ( TWSE:2915 ) were solid, but the stock didn't move as much as we...Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$3.20 (vs NT$6.28 in 3Q 2023)Third quarter 2024 results: EPS: NT$3.20 (down from NT$6.28 in 3Q 2023). Revenue: NT$704.9m (up 4.0% from 3Q 2023). Net income: NT$3.33b (down 49% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Oct 27Ruentex Industries Ltd. to Report Q3, 2024 Results on Nov 12, 2024Ruentex Industries Ltd. announced that they will report Q3, 2024 results on Nov 12, 2024Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$3.64 (vs NT$4.33 in 2Q 2023)Second quarter 2024 results: EPS: NT$3.64 (down from NT$4.33 in 2Q 2023). Revenue: NT$642.5m (down 5.5% from 2Q 2023). Net income: NT$3.80b (down 16% from 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 increased by 3% per year, which means it is well ahead of earnings.お知らせ • Aug 03Ruentex Industries Ltd. Announces the Change in Institutional DirectorRuentex Industries Ltd. announced the change in representative of the Company's institutional director. The company appointed Tsai Shun-Fa, Assistant Vice President of Ruentex Development Co. Ltd. as institutional director in place of Yen, Tien-Cheng, Vice President of Ruentex Development Co. Ltd. Reason for the change: Shu-Tien Urology and Ophthalmology Clinic assigned. Original term is June 27, 2024 to June 26, 2027. Effective date of the new appointment is August 2, 2024.お知らせ • Jul 27Ruentex Industries Ltd. to Report Q2, 2024 Results on Aug 13, 2024Ruentex Industries Ltd. announced that they will report Q2, 2024 results on Aug 13, 2024Declared Dividend • Jul 12Dividend of NT$2.50 announcedShareholders will receive a dividend of NT$2.50. Ex-date: 29th July 2024 Payment date: 20th August 2024 Dividend yield will be 3.1%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (22% 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 decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 75% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.9% EPS decline seen over the last 5 years.お知らせ • Jul 11Ruentex Industries Ltd. Announces Changes to Sixth Remuneration CommitteeRuentex Industries Ltd. appointed Chen, Miao-Fang,, Vice financial manager of MangerKwanghua Securities Investment & Trust Co., LTD. Financial manager of Ruentex Construction & Engineering Co. Ltd. to Sixth Remuneration Committee in place of Wang, Tay-Chang. Effective date of the new member on July 10, 2024.Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$4.28 (vs NT$0.14 in 1Q 2023)First quarter 2024 results: EPS: NT$4.28 (up from NT$0.14 in 1Q 2023). Revenue: NT$702.4m (down 6.4% from 1Q 2023). Net income: NT$4.47b (up NT$4.33b from 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$73.30, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 25x in the Luxury industry in Taiwan. Total returns to shareholders of 38% over the past three years.お知らせ • Apr 28Ruentex Industries Ltd. to Report Q1, 2024 Results on May 13, 2024Ruentex Industries Ltd. announced that they will report Q1, 2024 results on May 13, 2024分析記事 • Mar 25Ruentex Industries' (TWSE:2915) Shareholders Have More To Worry About Than Only Soft EarningsThe subdued market reaction suggests that Ruentex Industries Ltd.'s ( TWSE:2915 ) recent earnings didn't contain any...Reported Earnings • Mar 19Full year 2023 earnings released: EPS: NT$7.19 (vs NT$15.55 in FY 2022)Full year 2023 results: EPS: NT$7.19 (down from NT$15.55 in FY 2022). Revenue: NT$2.68b (down 6.7% from FY 2022). Net income: NT$7.50b (down 38% from FY 2022). Over the last 3 years on average, earnings per share has fallen by 25% 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 • Mar 16Ruentex Industries Ltd., Annual General Meeting, Jun 27, 2024Ruentex Industries Ltd., Annual General Meeting, Jun 27, 2024.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: NT$6.28 (vs NT$10.53 in 3Q 2022)Third quarter 2023 results: EPS: NT$6.28 (down from NT$10.53 in 3Q 2022). Revenue: NT$677.7m (flat on 3Q 2022). Net income: NT$6.56b (down 11% from 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: NT$4.33 (vs NT$8.61 in 2Q 2022)Second quarter 2023 results: EPS: NT$4.33 (down from NT$8.61 in 2Q 2022). Revenue: NT$680.1m (down 16% from 2Q 2022). Net income: NT$4.52b (down 24% from 2Q 2022). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.Upcoming Dividend • Aug 03Upcoming dividend of NT$2.00 per share at 8.0% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 8.0%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (4.4%).Reported Earnings • Mar 18Full year 2022 earnings released: EPS: NT$15.55 (vs NT$22.49 in FY 2021)Full year 2022 results: EPS: NT$15.55 (down from NT$22.49 in FY 2021). Revenue: NT$2.87b (up 6.6% from FY 2021). Net income: NT$12.2b (down 22% from FY 2021). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 28Ruentex Industries Ltd. Announces the Appointment of Alpha Huang as Chief Information Security OfficerRuentex Industries Ltd. announced the appointment of Alpha Huang, Vice President of IT Department as Chief Information Security Officer, Effective December 27, 2022.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Shou-Jen Chen was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$10.53 (vs NT$5.66 in 3Q 2021)Third quarter 2022 results: EPS: NT$10.53 (up from NT$5.66 in 3Q 2021). Revenue: NT$677.0m (down 6.2% from 3Q 2021). Net income: NT$7.37b (up 88% from 3Q 2021). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Nov 01Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be NT$69.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has grown by 22%.Valuation Update With 7 Day Price Move • Sep 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$55.20, the stock trades at a trailing P/E ratio of 2.5x. Average trailing P/E is 16x in the Luxury industry in Taiwan. Total returns to shareholders of 21% over the past three years.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$8.61 (vs NT$4.90 in 2Q 2021)Second quarter 2022 results: EPS: NT$8.61 (up from NT$4.90 in 2Q 2021). Revenue: NT$813.3m (up 16% from 2Q 2021). Net income: NT$5.96b (up 76% from 2Q 2021). Over the last 3 years on average, earnings per share has increased by 23% 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 • Aug 02Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 09 August 2022. Payment date: 29 August 2022. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 7.6%. Within top quartile of Taiwanese dividend payers (6.6%). Higher than average of industry peers (4.1%).お知らせ • Jul 24+ 1 more updateRuentex Industries Ltd. Announces Cash Dividends of 2021, Payable on August 29, 2022Ruentex Industries Ltd. announced cash dividends of TWD 5 per share with total amount at TWD 3,671,593,860 for 2021. Ex-rights (ex-dividend) trading date is August 9, 2022. Ex-rights (ex-dividend) record date is August 15, 2022. The expected distribution date for the cash dividends will be August 29, 2022.Buying Opportunity • Jul 21Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 37%. The fair value is estimated to be NT$87.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 22% over the last 3 years. Earnings per share has grown by 19%.お知らせ • Jun 25Ruentex Industries Ltd. Approves Cash Dividend for the Year 2021Ruentex Industries Ltd. held its shareholders meeting on June 23, 2022, approved cash dividend of TWD 5 per share for the year 2021.お知らせ • Jun 11Ruentex Industries Ltd. Announces Resignation of Tseng, Jung-Hsiu as Member of the Remuneration CommitteeRuentex Industries Ltd. announced resignation of Tseng, Jung-Hsiu as member of the Remuneration Committee. Date of occurrence of the change is June 10, 2022. Resume of the previous position holder: Independent Director of Nan Shan General Insurance Co. Ltd.Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$6.19 (vs NT$9.85 in 1Q 2021)First quarter 2022 results: EPS: NT$6.19 (down from NT$9.85 in 1Q 2021). Revenue: NT$725.2m (up 13% from 1Q 2021). Net income: NT$4.28b (down 37% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.Valuation Update With 7 Day Price Move • May 09Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to NT$91.00, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 18x in the Luxury industry in Taiwan. Total returns to shareholders of 101% over the past three years.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. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Su-Ming Lin 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 • Mar 17Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: NT$22.49 (up from NT$11.42 in FY 2020). Revenue: NT$2.70b (down 1.5% from FY 2020). Net income: NT$15.6b (up 97% from FY 2020). Revenue missed analyst estimates by 28%. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 19% per year.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$5.66 (vs NT$5.46 in 3Q 2020)Third quarter 2021 results: Revenue: NT$721.7m (up 26% from 3Q 2020). Net income: NT$3.91b (up 3.5% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$104, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 17x in the Luxury industry in Taiwan. Total returns to shareholders of 106% over the past three years.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$121, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 17x in the Luxury industry in Taiwan. Total returns to shareholders of 50% over the past three years.Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$117, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 16x in the Luxury industry in Taiwan. Total returns to shareholders of 51% over the past three years.Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$6.37 (vs NT$2.02 in 2Q 2020)Second quarter 2021 results: Revenue: NT$700.9m (down 18% from 2Q 2020). Net income: NT$3.39b (up 215% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 19% 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.Upcoming Dividend • Jul 27Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 03 August 2021. Payment date: 20 August 2021. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (4.9%). Lower than average of industry peers (2.4%).Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$12.80 (vs NT$5.61 in 1Q 2020)First quarter 2021 results: Revenue: NT$642.5m (down 7.9% from 1Q 2020). Net income: NT$6.81b (up 128% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 27Full year 2020 earnings released: EPS NT$14.85 (vs NT$16.52 in FY 2019)Full year 2020 results: Revenue: NT$2.74b (down 22% from FY 2019). Net income: NT$7.91b (down 10% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 32% 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.Is New 90 Day High Low • Feb 19New 90-day high: NT$72.30The company is up 5.0% from its price of NT$68.80 on 20 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is down 3.0% over the same period.Is New 90 Day High Low • Jan 05New 90-day high: NT$71.00The company is up 9.0% from its price of NT$65.20 on 07 October 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is up 7.0% over the same period.分析記事 • Dec 05We're Not Counting On Ruentex Industries (TPE:2915) To Sustain Its Statutory ProfitabilityAs a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...Is New 90 Day High Low • Nov 30New 90-day high: NT$69.60The company is up 2.0% from its price of NT$68.30 on 01 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 3.0% over the same period.Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$7.10Third quarter 2020 results: Revenue: NT$575.1m (down 26% from 3Q 2019). Net income: NT$3.78b (down 10% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Oct 18Ruentex Industries Limited's Ordinary Shares to Be Deleted from Other OTCRuentex Industries Limited (TSEC:2915)'s Ordinary Shares (Taiwan) will be deleted from other OTC effective from October 19, 2020 due to Inactive Security. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Ruentex Industries は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TWSE:2915 - アナリストの将来予測と過去の財務データ ( )TWD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/20262,12633,6475272N/A3/31/20262,19014,205-647-626N/A12/31/20252,4219,696114139N/A9/30/20252,7903,863-506-482N/A6/30/20252,8294,385-368-340N/A3/31/20252,8407,296-149-118N/A12/31/20242,89313,564-457-426N/A9/30/20242,6227,891-140-109N/A6/30/20242,59511,111155185N/A3/31/20242,63311,825-317-293N/A12/31/20232,6817,500-276-258N/A9/30/20232,7675,798-166-147N/A6/30/20232,7666,608-442-428N/A3/31/20232,8998,053-743-723N/A12/31/20222,87412,168-817-795N/A9/30/20222,84619,295-1,122-1,100N/A6/30/20222,89117,272-1,324-1,302N/A3/31/20222,77914,638-2,047-2,029N/A12/31/20212,69617,339-1,920-1,901N/A9/30/20212,67915,697-1,919-1,870N/A6/30/20212,53314,135-1,509-1,462N/A3/31/20212,68111,882-532-452N/A12/31/20202,7367,908-514-441N/A9/30/20202,8406,547-608-557N/A6/30/20203,0396,976-1,167-1,106N/A3/31/20203,3149,696N/A-1,419N/A12/31/20193,4868,795N/A-1,643N/A9/30/20193,85710,330N/A-1,640N/A6/30/20194,6629,046N/A-1,532N/A3/31/20194,9709,423N/A-3,389N/A12/31/201810,49810,420N/A-3,217N/A9/30/201834,16919,359N/A-3,323N/A6/30/201834,51719,185N/A-3,115N/A3/31/201835,11616,071N/A-413N/A12/31/201731,04413,448N/A-501N/A9/30/20178,0136,842N/A-459N/A6/30/20178,3086,273N/A-310N/A3/31/20178,1045,683N/A-317N/A12/31/20168,4547,455N/A-368N/A9/30/20168,4726,709N/A-806N/A6/30/20168,4877,194N/A-808N/A3/31/20168,5138,412N/A-2,629N/A12/31/20158,5427,607N/A-2,387N/A9/30/20158,7867,405N/A-1,738N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 2915の予測収益成長が 貯蓄率 ( 1.3% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 2915の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 2915の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 2915の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 2915の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 2915の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/15 23:18終値2026/08/14 00:00収益2026/06/30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Ruentex Industries 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。7 アナリスト機関Xiu Lian WuCapital Securities CorporationYoshihiko KawashimaDaiwa Securities Co. Ltd.Roxan HsuGoldman Sachs4 その他のアナリストを表示
Reported Earnings • Aug 14Second quarter 2026 earnings released: EPS: NT$6.36 (vs NT$0.86 in 2Q 2025)Second quarter 2026 results: EPS: NT$6.36 (up from NT$0.86 in 2Q 2025). Revenue: NT$567.3m (down 10% from 2Q 2025). Net income: NT$6.64b (up NT$5.75b from 2Q 2025). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Declared Dividend • Jul 04Dividend reduced to NT$1.90Dividend of NT$1.90 is 24% lower than last year. Ex-date: 17th July 2026 Payment date: 10th August 2026 Dividend yield will be 3.7%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (14% 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 decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 84% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.0% EPS decline seen over the last 5 years.
Reported Earnings • May 21First quarter 2026 earnings released: EPS: NT$2.59 (vs NT$3.16 in 1Q 2025)First quarter 2026 results: EPS: NT$2.59 (down from NT$3.16 in 1Q 2025). Revenue: NT$418.6m (down 36% from 1Q 2025). Net income: NT$2.71b (down 18% from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$9.29 (vs NT$13.00 in FY 2024)Full year 2025 results: EPS: NT$9.29 (down from NT$13.00 in FY 2024). Revenue: NT$2.42b (down 16% from FY 2024). Net income: NT$9.70b (down 28% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.
お知らせ • Feb 11Ruentex Industries Ltd., Annual General Meeting, May 26, 2026Ruentex Industries Ltd., Annual General Meeting, May 26, 2026. Location: 3 floor no,260, sec.2 pa to rd., jhongshan district, taipei city Taiwan
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$2.70 (vs NT$3.20 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.70 (down from NT$3.20 in 3Q 2024). Revenue: NT$666.3m (down 5.5% from 3Q 2024). Net income: NT$2.81b (down 16% from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.86 (vs NT$3.65 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.86 (down from NT$3.65 in 2Q 2024). Revenue: NT$631.3m (down 1.7% from 2Q 2024). Net income: NT$893.3m (down 77% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Declared Dividend • Jul 03Dividend of NT$2.50 announcedShareholders will receive a dividend of NT$2.50. Ex-date: 17th July 2025 Payment date: 8th August 2025 Dividend yield will be 4.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (33% 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 decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 63% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.7% EPS decline seen over the last 5 years.
お知らせ • May 29Ruentex Industries Ltd. Approves Board ElectionsRuentex Industries Ltd. announced that at its AGM held on May 28, 2025, the shareholders approved election of Director, KAO, YUEH-MEI; Director, CHEN, CHIAO-CHING.
New Risk • May 15New major risk - Revenue and earnings growthEarnings have declined by 0.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.2% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$3.16 (vs NT$4.28 in 1Q 2024)First quarter 2025 results: EPS: NT$3.16 (down from NT$4.28 in 1Q 2024). Revenue: NT$649.0m (down 7.6% from 1Q 2024). Net income: NT$3.30b (down 26% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 29Ruentex Industries Ltd. to Report Q1, 2025 Results on May 14, 2025Ruentex Industries Ltd. announced that they will report Q1, 2025 results on May 14, 2025
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$49.25, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 16x in the Luxury industry in Taiwan. Total loss to shareholders of 46% over the past three years.
Reported Earnings • Mar 18Full year 2024 earnings released: EPS: NT$13.00 (vs NT$7.19 in FY 2023)Full year 2024 results: EPS: NT$13.00 (up from NT$7.19 in FY 2023). Revenue: NT$2.89b (up 7.9% from FY 2023). Net income: NT$13.6b (up 81% from FY 2023). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 14Ruentex Industries Ltd., Annual General Meeting, May 28, 2025Ruentex Industries Ltd., Annual General Meeting, May 28, 2025, at 09:00 Taipei Standard Time. Location: 3 floor no,260, sec.2 pa to rd., jhongshan district, taipei city Taiwan
お知らせ • Mar 04Ruentex Industries Ltd. Announces Board Resignations, Effective May 27, 2025Ruentex Industries Ltd. announced Director resignations. Title and name of the previous position holder: Run Tai Sing Co. Ltd. Representative: Yin, Chung-Yao Run Tai Sing Co. Ltd. Representative: Lee, Tien-Chien. Resume of the previous position holder: Yin, Chung-Yao, Chairman of Nan Shan Life Insurance Co. Ltd. Lee, Tien-Chien, Vice President of Ruentex Industries Ltd. The company received the letter of resignation on March 3, 2025 and the effective date of resignation is May 27, 2025.
お知らせ • Feb 08Ruentex Industries Ltd. to Report Fiscal Year 2024 Results on Mar 12, 2025Ruentex Industries Ltd. announced that they will report fiscal year 2024 results on Mar 12, 2025
分析記事 • Nov 20Ruentex Industries' (TWSE:2915) Profits May Not Reveal Underlying IssuesThe recent earnings posted by Ruentex Industries Ltd. ( TWSE:2915 ) were solid, but the stock didn't move as much as we...
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$3.20 (vs NT$6.28 in 3Q 2023)Third quarter 2024 results: EPS: NT$3.20 (down from NT$6.28 in 3Q 2023). Revenue: NT$704.9m (up 4.0% from 3Q 2023). Net income: NT$3.33b (down 49% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 27Ruentex Industries Ltd. to Report Q3, 2024 Results on Nov 12, 2024Ruentex Industries Ltd. announced that they will report Q3, 2024 results on Nov 12, 2024
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$3.64 (vs NT$4.33 in 2Q 2023)Second quarter 2024 results: EPS: NT$3.64 (down from NT$4.33 in 2Q 2023). Revenue: NT$642.5m (down 5.5% from 2Q 2023). Net income: NT$3.80b (down 16% from 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 increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Aug 03Ruentex Industries Ltd. Announces the Change in Institutional DirectorRuentex Industries Ltd. announced the change in representative of the Company's institutional director. The company appointed Tsai Shun-Fa, Assistant Vice President of Ruentex Development Co. Ltd. as institutional director in place of Yen, Tien-Cheng, Vice President of Ruentex Development Co. Ltd. Reason for the change: Shu-Tien Urology and Ophthalmology Clinic assigned. Original term is June 27, 2024 to June 26, 2027. Effective date of the new appointment is August 2, 2024.
お知らせ • Jul 27Ruentex Industries Ltd. to Report Q2, 2024 Results on Aug 13, 2024Ruentex Industries Ltd. announced that they will report Q2, 2024 results on Aug 13, 2024
Declared Dividend • Jul 12Dividend of NT$2.50 announcedShareholders will receive a dividend of NT$2.50. Ex-date: 29th July 2024 Payment date: 20th August 2024 Dividend yield will be 3.1%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (22% 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 decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 75% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.9% EPS decline seen over the last 5 years.
お知らせ • Jul 11Ruentex Industries Ltd. Announces Changes to Sixth Remuneration CommitteeRuentex Industries Ltd. appointed Chen, Miao-Fang,, Vice financial manager of MangerKwanghua Securities Investment & Trust Co., LTD. Financial manager of Ruentex Construction & Engineering Co. Ltd. to Sixth Remuneration Committee in place of Wang, Tay-Chang. Effective date of the new member on July 10, 2024.
Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$4.28 (vs NT$0.14 in 1Q 2023)First quarter 2024 results: EPS: NT$4.28 (up from NT$0.14 in 1Q 2023). Revenue: NT$702.4m (down 6.4% from 1Q 2023). Net income: NT$4.47b (up NT$4.33b from 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$73.30, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 25x in the Luxury industry in Taiwan. Total returns to shareholders of 38% over the past three years.
お知らせ • Apr 28Ruentex Industries Ltd. to Report Q1, 2024 Results on May 13, 2024Ruentex Industries Ltd. announced that they will report Q1, 2024 results on May 13, 2024
分析記事 • Mar 25Ruentex Industries' (TWSE:2915) Shareholders Have More To Worry About Than Only Soft EarningsThe subdued market reaction suggests that Ruentex Industries Ltd.'s ( TWSE:2915 ) recent earnings didn't contain any...
Reported Earnings • Mar 19Full year 2023 earnings released: EPS: NT$7.19 (vs NT$15.55 in FY 2022)Full year 2023 results: EPS: NT$7.19 (down from NT$15.55 in FY 2022). Revenue: NT$2.68b (down 6.7% from FY 2022). Net income: NT$7.50b (down 38% from FY 2022). Over the last 3 years on average, earnings per share has fallen by 25% 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 • Mar 16Ruentex Industries Ltd., Annual General Meeting, Jun 27, 2024Ruentex Industries Ltd., Annual General Meeting, Jun 27, 2024.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: NT$6.28 (vs NT$10.53 in 3Q 2022)Third quarter 2023 results: EPS: NT$6.28 (down from NT$10.53 in 3Q 2022). Revenue: NT$677.7m (flat on 3Q 2022). Net income: NT$6.56b (down 11% from 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: NT$4.33 (vs NT$8.61 in 2Q 2022)Second quarter 2023 results: EPS: NT$4.33 (down from NT$8.61 in 2Q 2022). Revenue: NT$680.1m (down 16% from 2Q 2022). Net income: NT$4.52b (down 24% from 2Q 2022). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.
Upcoming Dividend • Aug 03Upcoming dividend of NT$2.00 per share at 8.0% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 8.0%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (4.4%).
Reported Earnings • Mar 18Full year 2022 earnings released: EPS: NT$15.55 (vs NT$22.49 in FY 2021)Full year 2022 results: EPS: NT$15.55 (down from NT$22.49 in FY 2021). Revenue: NT$2.87b (up 6.6% from FY 2021). Net income: NT$12.2b (down 22% from FY 2021). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 28Ruentex Industries Ltd. Announces the Appointment of Alpha Huang as Chief Information Security OfficerRuentex Industries Ltd. announced the appointment of Alpha Huang, Vice President of IT Department as Chief Information Security Officer, Effective December 27, 2022.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Shou-Jen Chen was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$10.53 (vs NT$5.66 in 3Q 2021)Third quarter 2022 results: EPS: NT$10.53 (up from NT$5.66 in 3Q 2021). Revenue: NT$677.0m (down 6.2% from 3Q 2021). Net income: NT$7.37b (up 88% from 3Q 2021). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Nov 01Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be NT$69.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has grown by 22%.
Valuation Update With 7 Day Price Move • Sep 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$55.20, the stock trades at a trailing P/E ratio of 2.5x. Average trailing P/E is 16x in the Luxury industry in Taiwan. Total returns to shareholders of 21% over the past three years.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$8.61 (vs NT$4.90 in 2Q 2021)Second quarter 2022 results: EPS: NT$8.61 (up from NT$4.90 in 2Q 2021). Revenue: NT$813.3m (up 16% from 2Q 2021). Net income: NT$5.96b (up 76% from 2Q 2021). Over the last 3 years on average, earnings per share has increased by 23% 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 • Aug 02Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 09 August 2022. Payment date: 29 August 2022. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 7.6%. Within top quartile of Taiwanese dividend payers (6.6%). Higher than average of industry peers (4.1%).
お知らせ • Jul 24+ 1 more updateRuentex Industries Ltd. Announces Cash Dividends of 2021, Payable on August 29, 2022Ruentex Industries Ltd. announced cash dividends of TWD 5 per share with total amount at TWD 3,671,593,860 for 2021. Ex-rights (ex-dividend) trading date is August 9, 2022. Ex-rights (ex-dividend) record date is August 15, 2022. The expected distribution date for the cash dividends will be August 29, 2022.
Buying Opportunity • Jul 21Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 37%. The fair value is estimated to be NT$87.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 22% over the last 3 years. Earnings per share has grown by 19%.
お知らせ • Jun 25Ruentex Industries Ltd. Approves Cash Dividend for the Year 2021Ruentex Industries Ltd. held its shareholders meeting on June 23, 2022, approved cash dividend of TWD 5 per share for the year 2021.
お知らせ • Jun 11Ruentex Industries Ltd. Announces Resignation of Tseng, Jung-Hsiu as Member of the Remuneration CommitteeRuentex Industries Ltd. announced resignation of Tseng, Jung-Hsiu as member of the Remuneration Committee. Date of occurrence of the change is June 10, 2022. Resume of the previous position holder: Independent Director of Nan Shan General Insurance Co. Ltd.
Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$6.19 (vs NT$9.85 in 1Q 2021)First quarter 2022 results: EPS: NT$6.19 (down from NT$9.85 in 1Q 2021). Revenue: NT$725.2m (up 13% from 1Q 2021). Net income: NT$4.28b (down 37% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.
Valuation Update With 7 Day Price Move • May 09Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to NT$91.00, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 18x in the Luxury industry in Taiwan. Total returns to shareholders of 101% over the past three years.
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. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Su-Ming Lin 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 • Mar 17Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: NT$22.49 (up from NT$11.42 in FY 2020). Revenue: NT$2.70b (down 1.5% from FY 2020). Net income: NT$15.6b (up 97% from FY 2020). Revenue missed analyst estimates by 28%. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 19% per year.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$5.66 (vs NT$5.46 in 3Q 2020)Third quarter 2021 results: Revenue: NT$721.7m (up 26% from 3Q 2020). Net income: NT$3.91b (up 3.5% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$104, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 17x in the Luxury industry in Taiwan. Total returns to shareholders of 106% over the past three years.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$121, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 17x in the Luxury industry in Taiwan. Total returns to shareholders of 50% over the past three years.
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$117, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 16x in the Luxury industry in Taiwan. Total returns to shareholders of 51% over the past three years.
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$6.37 (vs NT$2.02 in 2Q 2020)Second quarter 2021 results: Revenue: NT$700.9m (down 18% from 2Q 2020). Net income: NT$3.39b (up 215% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 19% 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.
Upcoming Dividend • Jul 27Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 03 August 2021. Payment date: 20 August 2021. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (4.9%). Lower than average of industry peers (2.4%).
Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$12.80 (vs NT$5.61 in 1Q 2020)First quarter 2021 results: Revenue: NT$642.5m (down 7.9% from 1Q 2020). Net income: NT$6.81b (up 128% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 27Full year 2020 earnings released: EPS NT$14.85 (vs NT$16.52 in FY 2019)Full year 2020 results: Revenue: NT$2.74b (down 22% from FY 2019). Net income: NT$7.91b (down 10% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 32% 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.
Is New 90 Day High Low • Feb 19New 90-day high: NT$72.30The company is up 5.0% from its price of NT$68.80 on 20 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is down 3.0% over the same period.
Is New 90 Day High Low • Jan 05New 90-day high: NT$71.00The company is up 9.0% from its price of NT$65.20 on 07 October 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is up 7.0% over the same period.
分析記事 • Dec 05We're Not Counting On Ruentex Industries (TPE:2915) To Sustain Its Statutory ProfitabilityAs a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...
Is New 90 Day High Low • Nov 30New 90-day high: NT$69.60The company is up 2.0% from its price of NT$68.30 on 01 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 3.0% over the same period.
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$7.10Third quarter 2020 results: Revenue: NT$575.1m (down 26% from 3Q 2019). Net income: NT$3.78b (down 10% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 18Ruentex Industries Limited's Ordinary Shares to Be Deleted from Other OTCRuentex Industries Limited (TSEC:2915)'s Ordinary Shares (Taiwan) will be deleted from other OTC effective from October 19, 2020 due to Inactive Security.