View Financial HealthFY Group 配当と自社株買い配当金 基準チェック /36FY Group配当を支払う会社であり、現在の利回りは7.43%で、収益によって十分にカバーされています。主要情報7.4%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長14.6%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向73%最近の配当と自社株買いの更新Upcoming Dividend • Apr 09Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 16 April 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (4.4%).Declared Dividend • Jun 19Dividend increased to NT$4.50Dividend of NT$4.50 is 73% higher than last year. Ex-date: 2nd July 2025 Payment date: 31st July 2025 Dividend yield will be 6.3%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 24% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 45% to shift the payout ratio to a potentially unsustainable range, which is more than the 26% EPS decline seen over the last 5 years.Upcoming Dividend • Jul 01Upcoming dividend of NT$2.60 per shareEligible shareholders must have bought the stock before 08 July 2024. Payment date: 05 August 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (3.2%).Upcoming Dividend • Jul 27Upcoming dividend of NT$1.89 per share at 6.8% yieldEligible shareholders must have bought the stock before 03 August 2023. Payment date: 30 August 2023. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 6.8%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (4.1%).すべての更新を表示Recent updatesReported Earnings • May 13First quarter 2026 earnings released: EPS: NT$0.63 (vs NT$1.90 in 1Q 2025)First quarter 2026 results: EPS: NT$0.63 (down from NT$1.90 in 1Q 2025). Revenue: NT$816.6m (down 30% from 1Q 2025). Net income: NT$33.8m (down 67% from 1Q 2025). Profit margin: 4.1% (down from 8.8% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 09Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 16 April 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (4.4%).Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$4.69 (vs NT$8.88 in FY 2024)Full year 2025 results: EPS: NT$4.69 (down from NT$8.88 in FY 2024). Revenue: NT$4.26b (down 15% from FY 2024). Net income: NT$253.1m (down 47% from FY 2024). Profit margin: 5.9% (down from 9.6% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 20% per year.お知らせ • Mar 12FY Group Ltd., Annual General Meeting, Jun 16, 2026FY Group Ltd., Annual General Meeting, Jun 16, 2026. Location: 15 floor no,99, fu hsing n. rd., taipei city TaiwanReported Earnings • Nov 17Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: NT$1.25 (down from NT$2.31 in 3Q 2024). Revenue: NT$990.6m (down 29% from 3Q 2024). Net income: NT$67.5m (down 46% from 3Q 2024). Profit margin: 6.8% (down from 8.9% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 35%. Earnings per share (EPS) also missed analyst estimates by 57%. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 27Second quarter 2025 earnings released: EPS: NT$0.62 (vs NT$2.06 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.62 (down from NT$2.06 in 2Q 2024). Revenue: NT$1.04b (down 11% from 2Q 2024). Net income: NT$33.5m (down 70% from 2Q 2024). Profit margin: 3.2% (down from 9.6% in 2Q 2024). The decrease in margin was driven by lower revenue. 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 20% per year, which means it is significantly lagging earnings growth.New Risk • Jul 15New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$2.87b (US$97.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jul 14Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$55.90, the stock trades at a trailing P/E ratio of 6.2x. Average forward P/E is 16x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 138% over the past three years.Declared Dividend • Jun 19Dividend increased to NT$4.50Dividend of NT$4.50 is 73% higher than last year. Ex-date: 2nd July 2025 Payment date: 31st July 2025 Dividend yield will be 6.3%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 24% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 45% to shift the payout ratio to a potentially unsustainable range, which is more than the 26% EPS decline seen over the last 5 years.Reported Earnings • May 14First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$1.90 (up from NT$1.75 in 1Q 2024). Revenue: NT$1.17b (up 17% from 1Q 2024). Net income: NT$102.6m (up 8.7% from 1Q 2024). Profit margin: 8.8% (in line with 1Q 2024). Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 6.7%. Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 37% per year.Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$79.30, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 186% over the past three years.お知らせ • May 01FY Group Ltd. to Report Q1, 2025 Results on May 09, 2025FY Group Ltd. announced that they will report Q1, 2025 results on May 09, 2025お知らせ • Apr 12FY Group Ltd. Announces Executive ChangesFY Group Ltd. announced change of chief information security officer. Name, title, and resume of the previous position holder is Chen Wei Jia. Name, title, and resume of the new position holder is Tsai Chih Yuan. Effective date is April 11, 2025.New Risk • Apr 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.24b (US$98.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$60.00, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 13x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 43% over the past year.お知らせ • Mar 14+ 2 more updatesFY Group Ltd. announced that it expects to receive TWD 650 million in fundingFY Group Ltd. announced private placement on March 13, 2025. The company will issue zero coupon unsecured convertible bonds of principal amount TWD 650,000,000. The bonds have maturity of five years. The bonds have Board of directors approval.お知らせ • Mar 12FY Group Ltd. to Report Q4, 2024 Results on Mar 13, 2025FY Group Ltd. announced that they will report Q4, 2024 results on Mar 13, 2025分析記事 • Mar 11The Returns At FY Group (TWSE:6807) Aren't GrowingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$2.31 (vs NT$1.31 in 3Q 2023)Third quarter 2024 results: EPS: NT$2.31 (up from NT$1.31 in 3Q 2023). Revenue: NT$1.40b (up 36% from 3Q 2023). Net income: NT$124.9m (up 77% from 3Q 2023). Profit margin: 8.9% (up from 6.9% in 3Q 2023). The increase in margin was driven by higher revenue.分析記事 • Nov 15FY Group Ltd. (TWSE:6807) Stock Catapults 25% Though Its Price And Business Still Lag The MarketThe FY Group Ltd. ( TWSE:6807 ) share price has done very well over the last month, posting an excellent gain of 25...Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$96.60, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 16x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 200% over the past year.分析記事 • Nov 11FY Group (TWSE:6807) Will Be Hoping To Turn Its Returns On Capital AroundIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: NT$2.06 (vs NT$1.59 in 2Q 2023)Second quarter 2024 results: EPS: NT$2.06 (up from NT$1.59 in 2Q 2023). Revenue: NT$1.17b (up 34% from 2Q 2023). Net income: NT$111.4m (up 30% from 2Q 2023). Profit margin: 9.6% (in line with 2Q 2023).分析記事 • Aug 17FY Group Ltd. (TWSE:6807) Shares Fly 30% But Investors Aren't Buying For GrowthFY Group Ltd. ( TWSE:6807 ) shares have continued their recent momentum with a 30% gain in the last month alone. The...お知らせ • Aug 16FY Group Ltd. to Report Q2, 2024 Results on Aug 23, 2024FY Group Ltd. announced that they will report Q2, 2024 results on Aug 23, 2024New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (NT$3.21b market cap, or US$98.5m).Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$65.20, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 17x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 155% over the past year.Upcoming Dividend • Jul 01Upcoming dividend of NT$2.60 per shareEligible shareholders must have bought the stock before 08 July 2024. Payment date: 05 August 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (3.2%).分析記事 • May 27FY Group Ltd.'s (TWSE:6807) Price Is Right But Growth Is Lacking After Shares Rocket 25%FY Group Ltd. ( TWSE:6807 ) shares have continued their recent momentum with a 25% gain in the last month alone. The...Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$1.75 (vs NT$0.24 in 1Q 2023)First quarter 2024 results: EPS: NT$1.75 (up from NT$0.24 in 1Q 2023). Revenue: NT$994.6m (up 19% from 1Q 2023). Net income: NT$94.4m (up NT$81.4m from 1Q 2023). Profit margin: 9.5% (up from 1.6% in 1Q 2023). The increase in margin was driven by higher revenue.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$54.30, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 18x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 110% over the past year.分析記事 • May 13FY Group (TWSE:6807) Will Be Hoping To Turn Its Returns On Capital AroundIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...お知らせ • May 05FY Group Ltd. to Report Q1, 2024 Results on May 10, 2024FY Group Ltd. announced that they will report Q1, 2024 results on May 10, 2024分析記事 • Mar 23FY Group (TWSE:6807) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe market seemed underwhelmed by last week's earnings announcement from FY Group Ltd. ( TWSE:6807 ) despite the...Reported Earnings • Mar 20Full year 2023 earnings released: EPS: NT$4.41 (vs NT$3.28 in FY 2022)Full year 2023 results: EPS: NT$4.41 (up from NT$3.28 in FY 2022). Revenue: NT$3.75b (down 11% from FY 2022). Net income: NT$237.9m (up 42% from FY 2022). Profit margin: 6.4% (up from 4.0% in FY 2022). The increase in margin was driven by lower expenses.お知らせ • Mar 15+ 1 more updateFY Group Ltd., Annual General Meeting, Jun 21, 2024FY Group Ltd., Annual General Meeting, Jun 21, 2024. Location: 6F,99,Fuxing N. Rd., Taipei City Primasia Conference & Business Center Taipei City Taiwan Agenda: To consider 2023 annual business report; to consider 2023 annual employees and directors remuneration report; to consider 2023 annual audit committee audit report; to consider 2023 annual loans of funds to others report; to consider 2023 annual endorsements/guarantees for others report; to consider report on amendments to the board of directors rules of procedure; to consider acknowledgment of the 2023 business report and financial statements; to consider acknowledgment of the 2023 earnings distribution; and to consider other issues.Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: NT$1.31 (vs NT$1.12 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.31 (up from NT$1.12 in 3Q 2022). Revenue: NT$1.03b (down 16% from 3Q 2022). Net income: NT$70.6m (up 16% from 3Q 2022). Profit margin: 6.9% (up from 4.9% in 3Q 2022). The increase in margin was driven by lower expenses.New Risk • Oct 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 6.1% per year over the past 5 years. High level of non-cash earnings (58% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (NT$1.90b market cap, or US$59.0m).Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$33.05, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 14x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 26% over the past year.Reported Earnings • Sep 01Second quarter 2023 earnings released: EPS: NT$1.59 (vs NT$1.18 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.59 (up from NT$1.18 in 2Q 2022). Revenue: NT$867.3m (down 26% from 2Q 2022). Net income: NT$85.8m (up 40% from 2Q 2022). Profit margin: 9.9% (up from 5.2% in 2Q 2022). The increase in margin was driven by lower expenses.Upcoming Dividend • Jul 27Upcoming dividend of NT$1.89 per share at 6.8% yieldEligible shareholders must have bought the stock before 03 August 2023. Payment date: 30 August 2023. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 6.8%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (4.1%).お知らせ • Jun 22FY Group Ltd. Announces Board ChangesFY Group Ltd. announced elections for board of directors and supervisors: Election of the Company--s 3th-term Directors and Independent Directors. Elected Directors:Wen-Da Tsai, Chi-Yuan Tsai, Yao-Hsian Tsai, Chi-Chung Tsai, Cheng-Lun Kao. Elected Independent Directors: Kuo-Chiang Wang, Ding-Kuo Han, Rui-Feng Kuo, Ren-Chie Lin.Reported Earnings • May 14First quarter 2023 earnings released: EPS: NT$0.24 (vs NT$0.19 loss in 1Q 2022)First quarter 2023 results: EPS: NT$0.24 (up from NT$0.19 loss in 1Q 2022). Revenue: NT$834.6m (down 10% from 1Q 2022). Net income: NT$12.9m (up NT$21.6m from 1Q 2022). Profit margin: 1.6% (up from net loss in 1Q 2022). The move to profitability was driven by lower expenses.Buying Opportunity • Dec 21Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be NT$31.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 112%.Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: NT$1.12 (vs NT$1.71 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.12 (down from NT$1.71 in 3Q 2021). Revenue: NT$1.23b (up 12% from 3Q 2021). Net income: NT$60.7m (down 21% from 3Q 2021). Profit margin: 4.9% (down from 7.0% in 3Q 2021). The decrease in margin was driven by higher expenses.お知らせ • Aug 27FY Group Ltd. Announces Change of Chief Internal AuditorFY Group Ltd. announced the appointment of Wang Loung Yi as Chief Internal Auditor, effective August 26, 2022. The company also announced the resignation of Chen Zi Wen as Chief Internal Auditor, effective August 26, 2022.お知らせ • Apr 26FY Group Ltd. has completed an IPO in the amount of TWD 328.80227 million.FY Group Ltd. has completed an IPO in the amount of TWD 328.80227 million. Security Name: Shares Security Type: Common Stock Securities Offered: 6,479,000 Price\Range: TWD 40.13 Security Name: Shares Security Type: Common Stock Securities Offered: 1,720,000 Price\Range: TWD 40決済の安定と成長配当データの取得安定した配当: 6807は 10 年未満配当金を支払っており、この間、支払額は 変動性 が高かった。増加する配当: 6807の配当金は増加していますが、同社は4年間しか配当金を支払っていません。配当利回り対市場FY Group 配当利回り対市場6807 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (6807)7.4%市場下位25% (TW)1.4%市場トップ25% (TW)4.9%業界平均 (Consumer Durables)4.3%アナリスト予想 (6807) (最長3年)n/a注目すべき配当: 6807の配当金 ( 7.43% ) はTW市場の配当金支払者の下位 25% ( 1.38% ) よりも高くなっています。高配当: 6807の配当金 ( 7.43% ) はTW市場 ( 4.85% ) の配当支払者の中で上位 25% に入っています。株主への利益配当収益カバレッジ: 6807の配当金は、合理的な 配当性向 ( 73.3% ) により、利益によって賄われています。株主配当金キャッシュフローカバレッジ: 6807は高い 現金配当性向 ( 155.6% ) のため、配当金の支払いはキャッシュフローで十分にカバーされていません。高配当企業の発掘7D1Y7D1Y7D1YTW 市場の強力な配当支払い企業。View Management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2026/06/21 23:40終値2026/06/18 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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FY Group 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。1 アナリスト機関Yijun ChenSinoPac Securities Investment Service
Upcoming Dividend • Apr 09Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 16 April 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (4.4%).
Declared Dividend • Jun 19Dividend increased to NT$4.50Dividend of NT$4.50 is 73% higher than last year. Ex-date: 2nd July 2025 Payment date: 31st July 2025 Dividend yield will be 6.3%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 24% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 45% to shift the payout ratio to a potentially unsustainable range, which is more than the 26% EPS decline seen over the last 5 years.
Upcoming Dividend • Jul 01Upcoming dividend of NT$2.60 per shareEligible shareholders must have bought the stock before 08 July 2024. Payment date: 05 August 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (3.2%).
Upcoming Dividend • Jul 27Upcoming dividend of NT$1.89 per share at 6.8% yieldEligible shareholders must have bought the stock before 03 August 2023. Payment date: 30 August 2023. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 6.8%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (4.1%).
Reported Earnings • May 13First quarter 2026 earnings released: EPS: NT$0.63 (vs NT$1.90 in 1Q 2025)First quarter 2026 results: EPS: NT$0.63 (down from NT$1.90 in 1Q 2025). Revenue: NT$816.6m (down 30% from 1Q 2025). Net income: NT$33.8m (down 67% from 1Q 2025). Profit margin: 4.1% (down from 8.8% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 09Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 16 April 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (4.4%).
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$4.69 (vs NT$8.88 in FY 2024)Full year 2025 results: EPS: NT$4.69 (down from NT$8.88 in FY 2024). Revenue: NT$4.26b (down 15% from FY 2024). Net income: NT$253.1m (down 47% from FY 2024). Profit margin: 5.9% (down from 9.6% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 20% per year.
お知らせ • Mar 12FY Group Ltd., Annual General Meeting, Jun 16, 2026FY Group Ltd., Annual General Meeting, Jun 16, 2026. Location: 15 floor no,99, fu hsing n. rd., taipei city Taiwan
Reported Earnings • Nov 17Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: NT$1.25 (down from NT$2.31 in 3Q 2024). Revenue: NT$990.6m (down 29% from 3Q 2024). Net income: NT$67.5m (down 46% from 3Q 2024). Profit margin: 6.8% (down from 8.9% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 35%. Earnings per share (EPS) also missed analyst estimates by 57%. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 27Second quarter 2025 earnings released: EPS: NT$0.62 (vs NT$2.06 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.62 (down from NT$2.06 in 2Q 2024). Revenue: NT$1.04b (down 11% from 2Q 2024). Net income: NT$33.5m (down 70% from 2Q 2024). Profit margin: 3.2% (down from 9.6% in 2Q 2024). The decrease in margin was driven by lower revenue. 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 20% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 15New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$2.87b (US$97.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$55.90, the stock trades at a trailing P/E ratio of 6.2x. Average forward P/E is 16x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 138% over the past three years.
Declared Dividend • Jun 19Dividend increased to NT$4.50Dividend of NT$4.50 is 73% higher than last year. Ex-date: 2nd July 2025 Payment date: 31st July 2025 Dividend yield will be 6.3%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 24% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 45% to shift the payout ratio to a potentially unsustainable range, which is more than the 26% EPS decline seen over the last 5 years.
Reported Earnings • May 14First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$1.90 (up from NT$1.75 in 1Q 2024). Revenue: NT$1.17b (up 17% from 1Q 2024). Net income: NT$102.6m (up 8.7% from 1Q 2024). Profit margin: 8.8% (in line with 1Q 2024). Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 6.7%. Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 37% per year.
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$79.30, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 186% over the past three years.
お知らせ • May 01FY Group Ltd. to Report Q1, 2025 Results on May 09, 2025FY Group Ltd. announced that they will report Q1, 2025 results on May 09, 2025
お知らせ • Apr 12FY Group Ltd. Announces Executive ChangesFY Group Ltd. announced change of chief information security officer. Name, title, and resume of the previous position holder is Chen Wei Jia. Name, title, and resume of the new position holder is Tsai Chih Yuan. Effective date is April 11, 2025.
New Risk • Apr 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.24b (US$98.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$60.00, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 13x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 43% over the past year.
お知らせ • Mar 14+ 2 more updatesFY Group Ltd. announced that it expects to receive TWD 650 million in fundingFY Group Ltd. announced private placement on March 13, 2025. The company will issue zero coupon unsecured convertible bonds of principal amount TWD 650,000,000. The bonds have maturity of five years. The bonds have Board of directors approval.
お知らせ • Mar 12FY Group Ltd. to Report Q4, 2024 Results on Mar 13, 2025FY Group Ltd. announced that they will report Q4, 2024 results on Mar 13, 2025
分析記事 • Mar 11The Returns At FY Group (TWSE:6807) Aren't GrowingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$2.31 (vs NT$1.31 in 3Q 2023)Third quarter 2024 results: EPS: NT$2.31 (up from NT$1.31 in 3Q 2023). Revenue: NT$1.40b (up 36% from 3Q 2023). Net income: NT$124.9m (up 77% from 3Q 2023). Profit margin: 8.9% (up from 6.9% in 3Q 2023). The increase in margin was driven by higher revenue.
分析記事 • Nov 15FY Group Ltd. (TWSE:6807) Stock Catapults 25% Though Its Price And Business Still Lag The MarketThe FY Group Ltd. ( TWSE:6807 ) share price has done very well over the last month, posting an excellent gain of 25...
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$96.60, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 16x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 200% over the past year.
分析記事 • Nov 11FY Group (TWSE:6807) Will Be Hoping To Turn Its Returns On Capital AroundIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: NT$2.06 (vs NT$1.59 in 2Q 2023)Second quarter 2024 results: EPS: NT$2.06 (up from NT$1.59 in 2Q 2023). Revenue: NT$1.17b (up 34% from 2Q 2023). Net income: NT$111.4m (up 30% from 2Q 2023). Profit margin: 9.6% (in line with 2Q 2023).
分析記事 • Aug 17FY Group Ltd. (TWSE:6807) Shares Fly 30% But Investors Aren't Buying For GrowthFY Group Ltd. ( TWSE:6807 ) shares have continued their recent momentum with a 30% gain in the last month alone. The...
お知らせ • Aug 16FY Group Ltd. to Report Q2, 2024 Results on Aug 23, 2024FY Group Ltd. announced that they will report Q2, 2024 results on Aug 23, 2024
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (NT$3.21b market cap, or US$98.5m).
Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$65.20, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 17x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 155% over the past year.
Upcoming Dividend • Jul 01Upcoming dividend of NT$2.60 per shareEligible shareholders must have bought the stock before 08 July 2024. Payment date: 05 August 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (3.2%).
分析記事 • May 27FY Group Ltd.'s (TWSE:6807) Price Is Right But Growth Is Lacking After Shares Rocket 25%FY Group Ltd. ( TWSE:6807 ) shares have continued their recent momentum with a 25% gain in the last month alone. The...
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$1.75 (vs NT$0.24 in 1Q 2023)First quarter 2024 results: EPS: NT$1.75 (up from NT$0.24 in 1Q 2023). Revenue: NT$994.6m (up 19% from 1Q 2023). Net income: NT$94.4m (up NT$81.4m from 1Q 2023). Profit margin: 9.5% (up from 1.6% in 1Q 2023). The increase in margin was driven by higher revenue.
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$54.30, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 18x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 110% over the past year.
分析記事 • May 13FY Group (TWSE:6807) Will Be Hoping To Turn Its Returns On Capital AroundIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
お知らせ • May 05FY Group Ltd. to Report Q1, 2024 Results on May 10, 2024FY Group Ltd. announced that they will report Q1, 2024 results on May 10, 2024
分析記事 • Mar 23FY Group (TWSE:6807) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe market seemed underwhelmed by last week's earnings announcement from FY Group Ltd. ( TWSE:6807 ) despite the...
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: NT$4.41 (vs NT$3.28 in FY 2022)Full year 2023 results: EPS: NT$4.41 (up from NT$3.28 in FY 2022). Revenue: NT$3.75b (down 11% from FY 2022). Net income: NT$237.9m (up 42% from FY 2022). Profit margin: 6.4% (up from 4.0% in FY 2022). The increase in margin was driven by lower expenses.
お知らせ • Mar 15+ 1 more updateFY Group Ltd., Annual General Meeting, Jun 21, 2024FY Group Ltd., Annual General Meeting, Jun 21, 2024. Location: 6F,99,Fuxing N. Rd., Taipei City Primasia Conference & Business Center Taipei City Taiwan Agenda: To consider 2023 annual business report; to consider 2023 annual employees and directors remuneration report; to consider 2023 annual audit committee audit report; to consider 2023 annual loans of funds to others report; to consider 2023 annual endorsements/guarantees for others report; to consider report on amendments to the board of directors rules of procedure; to consider acknowledgment of the 2023 business report and financial statements; to consider acknowledgment of the 2023 earnings distribution; and to consider other issues.
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: NT$1.31 (vs NT$1.12 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.31 (up from NT$1.12 in 3Q 2022). Revenue: NT$1.03b (down 16% from 3Q 2022). Net income: NT$70.6m (up 16% from 3Q 2022). Profit margin: 6.9% (up from 4.9% in 3Q 2022). The increase in margin was driven by lower expenses.
New Risk • Oct 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 6.1% per year over the past 5 years. High level of non-cash earnings (58% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (NT$1.90b market cap, or US$59.0m).
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$33.05, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 14x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 26% over the past year.
Reported Earnings • Sep 01Second quarter 2023 earnings released: EPS: NT$1.59 (vs NT$1.18 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.59 (up from NT$1.18 in 2Q 2022). Revenue: NT$867.3m (down 26% from 2Q 2022). Net income: NT$85.8m (up 40% from 2Q 2022). Profit margin: 9.9% (up from 5.2% in 2Q 2022). The increase in margin was driven by lower expenses.
Upcoming Dividend • Jul 27Upcoming dividend of NT$1.89 per share at 6.8% yieldEligible shareholders must have bought the stock before 03 August 2023. Payment date: 30 August 2023. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 6.8%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (4.1%).
お知らせ • Jun 22FY Group Ltd. Announces Board ChangesFY Group Ltd. announced elections for board of directors and supervisors: Election of the Company--s 3th-term Directors and Independent Directors. Elected Directors:Wen-Da Tsai, Chi-Yuan Tsai, Yao-Hsian Tsai, Chi-Chung Tsai, Cheng-Lun Kao. Elected Independent Directors: Kuo-Chiang Wang, Ding-Kuo Han, Rui-Feng Kuo, Ren-Chie Lin.
Reported Earnings • May 14First quarter 2023 earnings released: EPS: NT$0.24 (vs NT$0.19 loss in 1Q 2022)First quarter 2023 results: EPS: NT$0.24 (up from NT$0.19 loss in 1Q 2022). Revenue: NT$834.6m (down 10% from 1Q 2022). Net income: NT$12.9m (up NT$21.6m from 1Q 2022). Profit margin: 1.6% (up from net loss in 1Q 2022). The move to profitability was driven by lower expenses.
Buying Opportunity • Dec 21Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be NT$31.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 112%.
Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: NT$1.12 (vs NT$1.71 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.12 (down from NT$1.71 in 3Q 2021). Revenue: NT$1.23b (up 12% from 3Q 2021). Net income: NT$60.7m (down 21% from 3Q 2021). Profit margin: 4.9% (down from 7.0% in 3Q 2021). The decrease in margin was driven by higher expenses.
お知らせ • Aug 27FY Group Ltd. Announces Change of Chief Internal AuditorFY Group Ltd. announced the appointment of Wang Loung Yi as Chief Internal Auditor, effective August 26, 2022. The company also announced the resignation of Chen Zi Wen as Chief Internal Auditor, effective August 26, 2022.
お知らせ • Apr 26FY Group Ltd. has completed an IPO in the amount of TWD 328.80227 million.FY Group Ltd. has completed an IPO in the amount of TWD 328.80227 million. Security Name: Shares Security Type: Common Stock Securities Offered: 6,479,000 Price\Range: TWD 40.13 Security Name: Shares Security Type: Common Stock Securities Offered: 1,720,000 Price\Range: TWD 40