View ValuationNien Made Enterprise 将来の成長Future 基準チェック /26Nien Made Enterprise利益と収益がそれぞれ年間9.2%と6.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に23.3% 9.2%なると予測されています。主要情報9.2%収益成長率9.20%EPS成長率Consumer Durables 収益成長15.1%収益成長率6.5%将来の株主資本利益率23.33%アナリストカバレッジGood最終更新日17 Jul 2026今後の成長に関する最新情報分析記事 • Mar 14Nien Made Enterprise Co., LTD. (TWSE:8464) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearLast week, you might have seen that Nien Made Enterprise Co., LTD. ( TWSE:8464 ) released its annual result to the...分析記事 • Nov 10Nien Made Enterprise Co., LTD. (TWSE:8464) Analysts Are Pretty Bullish On The Stock After Recent ResultsNien Made Enterprise Co., LTD. ( TWSE:8464 ) shareholders are probably feeling a little disappointed, since its shares...分析記事 • Aug 19Nien Made Enterprise Co., LTD. Just Recorded A 19% EPS Beat: Here's What Analysts Are Forecasting NextIt's been a pretty great week for Nien Made Enterprise Co., LTD. ( TWSE:8464 ) shareholders, with its shares surging...Price Target Changed • Aug 16Price target increased by 7.3% to NT$475Up from NT$443, the current price target is an average from 10 analysts. New target price is 7.7% above last closing price of NT$442. Stock is up 45% over the past year. The company is forecast to post earnings per share of NT$22.33 for next year compared to NT$18.73 last year.分析記事 • May 05Results: Nien Made Enterprise Co., LTD. Beat Earnings Expectations And Analysts Now Have New ForecastsLast week, you might have seen that Nien Made Enterprise Co., LTD. ( TWSE:8464 ) released its quarterly result to the...Price Target Changed • Apr 14Price target increased by 7.4% to NT$340Up from NT$316, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of NT$336. Stock is up 10% over the past year. The company is forecast to post earnings per share of NT$20.68 for next year compared to NT$21.07 last year.すべての更新を表示Recent updatesBuy Or Sell Opportunity • Jun 26Now 22% undervaluedOver the last 90 days, the stock has risen 1.0% to NT$349. The fair value is estimated to be NT$444, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 7.3%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.Reported Earnings • May 07First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: NT$5.62 (down from NT$6.07 in 1Q 2025). Revenue: NT$7.31b (flat on 1Q 2025). Net income: NT$1.65b (down 7.4% from 1Q 2025). Profit margin: 23% (down from 25% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.4%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Apr 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.3% to NT$372. The fair value is estimated to be NT$473, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.Buy Or Sell Opportunity • Mar 23Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at NT$379. The fair value is estimated to be NT$480, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 25% in the next 2 years.Declared Dividend • Mar 08Dividend increased to NT$16.00Dividend of NT$16.00 is 10% higher than last year. Ex-date: 25th March 2026 Payment date: 22nd April 2026 Dividend yield will be 4.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 06+ 1 more updateNien Made Enterprise Co., LTD., Annual General Meeting, Jun 17, 2026Nien Made Enterprise Co., LTD., Annual General Meeting, Jun 17, 2026. Location: b2 floor no,666, t`ai wan ta tao, hsi tun district, taichung city TaiwanReported Earnings • Mar 06Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: NT$22.53 (down from NT$23.56 in FY 2024). Revenue: NT$30.0b (up 1.5% from FY 2024). Net income: NT$6.60b (down 4.4% from FY 2024). Profit margin: 22% (down from 23% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 3.2%. Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.Buy Or Sell Opportunity • Mar 04Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.1% to NT$362. The fair value is estimated to be NT$454, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 6.2%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$5.83 (vs NT$6.04 in 3Q 2024)Third quarter 2025 results: EPS: NT$5.83 (down from NT$6.04 in 3Q 2024). Revenue: NT$7.32b (down 6.9% from 3Q 2024). Net income: NT$1.71b (down 3.6% from 3Q 2024). Profit margin: 23% (in line with 3Q 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 9% per year.Reported Earnings • Aug 07Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: NT$3.93 (down from NT$6.04 in 2Q 2024). Revenue: NT$7.71b (up 4.0% from 2Q 2024). Net income: NT$1.15b (down 35% from 2Q 2024). Profit margin: 15% (down from 24% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Jul 01Now 20% undervaluedOver the last 90 days, the stock has risen 1.3% to NT$401. The fair value is estimated to be NT$503, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.8%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.Reported Earnings • May 14First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$6.07 (up from NT$4.88 in 1Q 2024). Revenue: NT$7.27b (up 15% from 1Q 2024). Net income: NT$1.78b (up 24% from 1Q 2024). Profit margin: 25% (up from 23% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 9% per year.お知らせ • May 06Nien Made Enterprise Co., LTD. to Report Q1, 2025 Results on May 13, 2025Nien Made Enterprise Co., LTD. announced that they will report Q1, 2025 results on May 13, 2025Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$404, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$444 per share.Buy Or Sell Opportunity • Apr 11Now 25% overvaluedOver the last 90 days, the stock has fallen 16% to NT$344. The fair value is estimated to be NT$275, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.5%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$327, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$275 per share.Upcoming Dividend • Mar 25Upcoming dividend of NT$14.50 per shareEligible shareholders must have bought the stock before 01 April 2025. Payment date: 30 April 2025. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (4.6%). Lower than average of industry peers (4.0%).分析記事 • Mar 14Nien Made Enterprise Co., LTD. (TWSE:8464) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearLast week, you might have seen that Nien Made Enterprise Co., LTD. ( TWSE:8464 ) released its annual result to the...お知らせ • Mar 14Nien Made Enterprise Co., LTD., Annual General Meeting, Jun 25, 2025Nien Made Enterprise Co., LTD., Annual General Meeting, Jun 25, 2025, at 10:00 Taipei Standard Time. Location: b2 floor no,666, t`ai wan ta tao, hsi tun district, taichung city TaiwanReported Earnings • Mar 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: NT$23.56 (up from NT$18.73 in FY 2023). Revenue: NT$29.5b (up 9.7% from FY 2023). Net income: NT$6.90b (up 26% from FY 2023). Profit margin: 23% (up from 20% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.8%. Revenue is forecast to grow 9.5% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 8% per year.お知らせ • Mar 13Nien Made Enterprise Co., Ltd. Announces Cash Dividend, Payable on April 30, 2025Nien Made Enterprise Co., LTD. announced cash dividend: TWD 4,248,792,900 (TWD 14.50 per share). Ex-rights (ex-dividend) trading date: April 01, 2025; Ex-rights (ex-dividend) record date: April 10, 2025; Payment date of common stock cash dividend distribution: April 30, 2025.分析記事 • Mar 10Nien Made Enterprise (TWSE:8464) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Feb 24Pinning Down Nien Made Enterprise Co., LTD.'s (TWSE:8464) P/E Is Difficult Right NowWith a median price-to-earnings (or "P/E") ratio of close to 22x in Taiwan, you could be forgiven for feeling...分析記事 • Jan 28A Look At The Intrinsic Value Of Nien Made Enterprise Co., LTD. (TWSE:8464)Key Insights Using the 2 Stage Free Cash Flow to Equity, Nien Made Enterprise fair value estimate is NT$409 Current...分析記事 • Jan 16Is Now An Opportune Moment To Examine Nien Made Enterprise Co., LTD. (TWSE:8464)?While Nien Made Enterprise Co., LTD. ( TWSE:8464 ) might not have the largest market cap around , it saw a double-digit...Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$423, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Consumer Durables industry in Asia. Total returns to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$412 per share.分析記事 • Dec 22Nien Made Enterprise (TWSE:8464) Will Be Hoping To Turn Its Returns On Capital AroundDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...分析記事 • Dec 09Should You Be Adding Nien Made Enterprise (TWSE:8464) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Nov 22Nien Made Enterprise Co., LTD.'s (TWSE:8464) Business Is Yet to Catch Up With Its Share PriceThere wouldn't be many who think Nien Made Enterprise Co., LTD.'s ( TWSE:8464 ) price-to-earnings (or "P/E") ratio of...分析記事 • Nov 10Nien Made Enterprise Co., LTD. (TWSE:8464) Analysts Are Pretty Bullish On The Stock After Recent ResultsNien Made Enterprise Co., LTD. ( TWSE:8464 ) shareholders are probably feeling a little disappointed, since its shares...New Risk • Nov 08New 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 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.分析記事 • Nov 07We Think Nien Made Enterprise (TWSE:8464) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Nov 07Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: NT$6.04 (up from NT$5.41 in 3Q 2023). Revenue: NT$7.86b (up 14% from 3Q 2023). Net income: NT$1.77b (up 12% from 3Q 2023). Profit margin: 23% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.9%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Durables industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 5% per year.お知らせ • Oct 26Nien Made Enterprise Co., LTD. to Report Q3, 2024 Results on Nov 06, 2024Nien Made Enterprise Co., LTD. announced that they will report Q3, 2024 results on Nov 06, 2024分析記事 • Oct 07What Is Nien Made Enterprise Co., LTD.'s (TWSE:8464) Share Price Doing?Nien Made Enterprise Co., LTD. ( TWSE:8464 ), might not be a large cap stock, but it saw a significant share price rise...分析記事 • Sep 19Nien Made Enterprise (TWSE:8464) Is Reinvesting At Lower Rates Of ReturnIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...分析記事 • Sep 04With EPS Growth And More, Nien Made Enterprise (TWSE:8464) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Aug 21Nien Made Enterprise's (TWSE:8464) Strong Earnings Are Of Good QualityNien Made Enterprise Co., LTD. ( TWSE:8464 ) recently posted some strong earnings, and the market responded positively...分析記事 • Aug 19Nien Made Enterprise Co., LTD. Just Recorded A 19% EPS Beat: Here's What Analysts Are Forecasting NextIt's been a pretty great week for Nien Made Enterprise Co., LTD. ( TWSE:8464 ) shareholders, with its shares surging...Price Target Changed • Aug 16Price target increased by 7.3% to NT$475Up from NT$443, the current price target is an average from 10 analysts. New target price is 7.7% above last closing price of NT$442. Stock is up 45% over the past year. The company is forecast to post earnings per share of NT$22.33 for next year compared to NT$18.73 last year.分析記事 • Aug 15Nien Made Enterprise Co., LTD. (TWSE:8464) Stock Rockets 25% As Investors Are Less Pessimistic Than ExpectedNien Made Enterprise Co., LTD. ( TWSE:8464 ) shareholders have had their patience rewarded with a 25% share price jump...Reported Earnings • Aug 15Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: NT$6.04 (up from NT$4.62 in 2Q 2023). Revenue: NT$7.41b (up 11% from 2Q 2023). Net income: NT$1.77b (up 31% from 2Q 2023). Profit margin: 24% (up from 20% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 19%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Durables industry in Asia. 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 4% per year.Buy Or Sell Opportunity • Aug 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to NT$412. The fair value is estimated to be NT$343, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.分析記事 • Aug 06Estimating The Intrinsic Value Of Nien Made Enterprise Co., LTD. (TWSE:8464)Key Insights The projected fair value for Nien Made Enterprise is NT$341 based on 2 Stage Free Cash Flow to Equity With...お知らせ • Aug 03Nien Made Enterprise Co., LTD. to Report Q2, 2024 Results on Aug 14, 2024Nien Made Enterprise Co., LTD. announced that they will report Q2, 2024 results on Aug 14, 2024Upcoming Dividend • Jul 05Upcoming dividend of NT$12.00 per shareEligible shareholders must have bought the stock before 09 July 2024. Payment date: 02 August 2024. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (4.2%). In line with average of industry peers (3.2%).Declared Dividend • Jun 20Dividend of NT$12.00 announcedShareholders will receive a dividend of NT$12.00. Ex-date: 9th July 2024 Payment date: 2nd August 2024 Dividend yield will be 3.4%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Jun 06Now 20% overvaluedOver the last 90 days, the stock has fallen 3.1% to NT$364. The fair value is estimated to be NT$302, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.分析記事 • Jun 05Improved Earnings Required Before Nien Made Enterprise Co., LTD. (TWSE:8464) Shares Find Their FeetNien Made Enterprise Co., LTD.'s ( TWSE:8464 ) price-to-earnings (or "P/E") ratio of 18.2x might make it look like a...Buy Or Sell Opportunity • May 22Now 20% overvaluedOver the last 90 days, the stock has fallen 1.9% to NT$363. The fair value is estimated to be NT$302, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.分析記事 • May 21Nien Made Enterprise (TWSE:8464) Is Reinvesting To Multiply In ValueDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...分析記事 • May 05Results: Nien Made Enterprise Co., LTD. Beat Earnings Expectations And Analysts Now Have New ForecastsLast week, you might have seen that Nien Made Enterprise Co., LTD. ( TWSE:8464 ) released its quarterly result to the...Reported Earnings • May 02First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: NT$4.88 (up from NT$3.85 in 1Q 2023). Revenue: NT$6.31b (up 4.1% from 1Q 2023). Net income: NT$1.43b (up 27% from 1Q 2023). Profit margin: 23% (up from 19% in 1Q 2023). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) exceeded analyst estimates by 13%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Apr 26Nien Made Enterprise Co., LTD. to Report Q1, 2024 Results on May 02, 2024Nien Made Enterprise Co., LTD. announced that they will report Q1, 2024 results on May 02, 2024分析記事 • Apr 19A Look At The Intrinsic Value Of Nien Made Enterprise Co., LTD. (TWSE:8464)Key Insights Nien Made Enterprise's estimated fair value is NT$335 based on 2 Stage Free Cash Flow to Equity Nien Made...Reported Earnings • Mar 15Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: NT$18.73 (down from NT$21.07 in FY 2022). Revenue: NT$26.9b (down 7.0% from FY 2022). Net income: NT$5.49b (down 11% from FY 2022). Profit margin: 20% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.6%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Mar 14Nien Made Enterprise Co., LTD., Annual General Meeting, Jun 18, 2024Nien Made Enterprise Co., LTD., Annual General Meeting, Jun 18, 2024.分析記事 • Feb 29Nien Made Enterprise Co., LTD.'s (TWSE:8464) Shares May Have Run Too Fast Too SoonWith a median price-to-earnings (or "P/E") ratio of close to 22x in Taiwan, you could be forgiven for feeling...お知らせ • Jan 27Nien Made Enterprise Co., Ltd. Announces Demise of Lee Ming-Shan, DirectorNien Made Enterprise Co., LTD. announced demise of Lee Ming-Shan, Director.Reported Earnings • Nov 09Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: NT$5.41 (up from NT$5.24 in 3Q 2022). Revenue: NT$6.90b (flat on 3Q 2022). Net income: NT$1.59b (up 3.3% from 3Q 2022). Profit margin: 23% (in line with 3Q 2022). Revenue missed analyst estimates by 4.2%. Earnings per share (EPS) exceeded analyst estimates by 2.5%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Consumer Durables industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 09Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: NT$4.62 (down from NT$5.67 in 2Q 2022). Revenue: NT$6.71b (down 19% from 2Q 2022). Net income: NT$1.35b (down 18% from 2Q 2022). Profit margin: 20% (in line with 2Q 2022). Revenue missed analyst estimates by 6.6%. Earnings per share (EPS) also missed analyst estimates by 4.8%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jul 12Upcoming dividend of NT$11.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 19 July 2023. Payment date: 14 August 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.0%).お知らせ • Jul 06Nien Made Enterprise Co., LTD. Announces Cash Dividend, Payable on August 14, 2023Nien Made Enterprise Co., LTD. announced cash dividend of TWD 3,223,222,200 (TWD 11 per share). Ex-rights (ex-dividend) trading date is July 19, 2023; Ex-rights (ex-dividend) record date is July 25, 2023; Payment date of cash dividend distribution is August 14, 2023.お知らせ • Jun 22Nien Made Enterprise Co., Ltd. Announces Term Expiry of the Members of Remuneration CommitteeNien Made Enterprise Co., Ltd. announced the term expiry of Lin Chi-Wei, Huang Shen-Yi and Hung Chung-Chin, independent directors of the company as members of company's Remuneration Committee.Reported Earnings • May 06First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: NT$3.85 (down from NT$5.14 in 1Q 2022). Revenue: NT$6.06b (down 13% from 1Q 2022). Net income: NT$1.13b (down 25% from 1Q 2022). Profit margin: 19% (down from 22% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year.お知らせ • May 06Nien Made Enterprise Co., LTD. Announces of Change of President, Effective from June 21, 2023Nien Made Enterprise Co., LTD. announced that Nien Chao-Hung promotes to become President of Nien Made Enterprise Co., Ltd. while Nien Keng-Hao remains as Chairman of Nien Made Enterprise Co., Ltd., effective from June 21, 2023.Price Target Changed • Apr 14Price target increased by 7.4% to NT$340Up from NT$316, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of NT$336. Stock is up 10% over the past year. The company is forecast to post earnings per share of NT$20.68 for next year compared to NT$21.07 last year.Reported Earnings • Mar 17Full year 2022 earnings: EPS in line with expectations, revenues disappointFull year 2022 results: EPS: NT$21.07 (up from NT$18.16 in FY 2021). Revenue: NT$29.0b (flat on FY 2021). Net income: NT$6.17b (up 16% from FY 2021). Profit margin: 21% (up from 18% in FY 2021). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Shen-Yi Huang was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 16Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: NT$5.24 (up from NT$4.70 in 3Q 2021). Revenue: NT$6.91b (down 7.9% from 3Q 2021). Net income: NT$1.54b (up 12% from 3Q 2021). Profit margin: 22% (up from 18% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 3.5%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 11Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: NT$5.24 (up from NT$4.70 in 3Q 2021). Revenue: NT$6.91b (down 7.9% from 3Q 2021). Net income: NT$1.54b (up 12% from 3Q 2021). Profit margin: 22% (up from 18% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 3.5%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Price Target Changed • Nov 11Price target decreased to NT$296Down from NT$340, the current price target is an average from 8 analysts. New target price is 23% above last closing price of NT$242. Stock is down 36% over the past year. The company is forecast to post earnings per share of NT$20.70 for next year compared to NT$18.15 last year.お知らせ • Aug 03Nien Made Enterprise Co., LTD. Appoints Members to Sustainable Development CommitteeNien Made Enterprise Co., LTD. resolved to appoint members of the 1st Term of the Sustainable Development Committee. Name of the new position holder: Nien Chao-Hung; Peng Ping; Wang Shu-Chuan; and Liao Wei-Chih. Resume of the new position holder: Nien Chao-Hung: Director & VP of Nien Made Enterprise Co., Ltd. Peng Ping: Director & EVP of Nien Made Enterprise Co., Ltd. Wang Shu-Chuan: Chief Corporate Governance Officer of Nien Made Enterprise Co., Ltd. Liao Wei-Chih: Executive Secretary of Nien Made Enterprise Co., Ltd. Effective date of the new member: August 2, 2022.Reported Earnings • Aug 03Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: NT$5.67 (up from NT$4.18 in 2Q 2021). Revenue: NT$8.28b (up 12% from 2Q 2021). Net income: NT$1.66b (up 36% from 2Q 2021). Profit margin: 20% (up from 17% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 6.4%. Over the next year, revenue is forecast to grow 8.4%, compared to a 13% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.Upcoming Dividend • Jul 01Upcoming dividend of NT$11.00 per shareEligible shareholders must have bought the stock before 08 July 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Taiwanese dividend payers (6.5%). Lower than average of industry peers (4.8%).Reported Earnings • May 05First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$5.14 (up from NT$4.38 in 1Q 2021). Revenue: NT$6.93b (up 2.1% from 1Q 2021). Net income: NT$1.51b (up 17% from 1Q 2021). Profit margin: 22% (up from 19% in 1Q 2021). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 9.7%, compared to a 12% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year.Price Target Changed • Apr 27Price target decreased to NT$371Down from NT$481, the current price target is an average from 7 analysts. New target price is 21% above last closing price of NT$307. Stock is down 33% over the past year. The company is forecast to post earnings per share of NT$21.09 for next year compared to NT$18.15 last year.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Shen-Yi Huang was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Buying Opportunity • Apr 11Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be NT$403, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings is also forecast to grow by 9.4% per annum over the same time period.Buying Opportunity • Mar 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be NT$406, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% per annum over the last 3 years. Earnings per share has grown by 13% per annum over the last 3 years.Reported Earnings • Mar 17Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: NT$18.15 (up from NT$16.37 in FY 2020). Revenue: NT$29.0b (up 19% from FY 2020). Net income: NT$5.32b (up 11% from FY 2020). Profit margin: 18% (down from 20% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 8.6%, compared to a 11% growth forecast for the industry in Taiwan. 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.Price Target Changed • Mar 17Price target decreased to NT$388Down from NT$481, the current price target is an average from 8 analysts. New target price is 18% above last closing price of NT$330. Stock is down 18% over the past year.Buying Opportunity • Feb 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be NT$453, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% per annum over the last 3 years. Earnings per share has grown by 13% per annum over the last 3 years.Reported Earnings • Nov 09Third quarter 2021 earnings released: EPS NT$4.70 (vs NT$5.05 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$7.51b (up 7.4% from 3Q 2020). Net income: NT$1.38b (down 6.9% from 3Q 2020). Profit margin: 18% (down from 21% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS NT$4.18 (vs NT$4.12 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: NT$7.42b (up 24% from 2Q 2020). Net income: NT$1.22b (up 1.5% from 2Q 2020). Profit margin: 17% (down from 20% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 12Upcoming dividend of NT$10.00 per shareEligible shareholders must have bought the stock before 19 July 2021. Payment date: 13 August 2021. Trailing yield: 2.4%. Lower than top quartile of Taiwanese dividend payers (5.0%). Lower than average of industry peers (3.7%).Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to NT$369, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Consumer Durables industry in Asia. Total returns to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$421 per share.Reported Earnings • May 06First quarter 2021 earnings released: EPS NT$4.38 (vs NT$2.79 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$6.79b (up 46% from 1Q 2020). Net income: NT$1.28b (up 57% from 1Q 2020). Profit margin: 19% (up from 18% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 16% per year.分析記事 • Apr 14At NT$413, Is Nien Made Enterprise Co., LTD. (TPE:8464) Worth Looking At Closely?While Nien Made Enterprise Co., LTD. ( TPE:8464 ) might not be the most widely known stock at the moment, it saw a...分析記事 • Apr 01Here's What You Should Know About Nien Made Enterprise Co., LTD.'s (TPE:8464) 2.5% Dividend YieldIs Nien Made Enterprise Co., LTD. ( TPE:8464 ) a good dividend stock? How can we tell? Dividend paying companies with...お知らせ • Mar 18Nien Made Enterprise Co., LTD., Annual General Meeting, Jun 16, 2021Nien Made Enterprise Co., LTD., Annual General Meeting, Jun 16, 2021. Location: Li Jin Chamber (Lin Garden), No.111, Sec. 1, Huizhong Rd., Xitun Dist Taichung City Taiwan Agenda: To discuss on business report; to discuss on audit committee's review report; to discuss on employees compensation and directors remuneration; and to discuss on amendments to the Rules of Procedure for Board of Directors Meetings.Reported Earnings • Mar 18Full year 2020 earnings released: EPS NT$16.36 (vs NT$15.37 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: NT$24.4b (up 2.0% from FY 2019). Net income: NT$4.80b (up 6.5% from FY 2019). Profit margin: 20% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.分析記事 • Feb 25Nien Made Enterprise Co., LTD.'s (TPE:8464) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Nien Made Enterprise's (TPE:8464) stock is up by a considerable 14% over the past three months. Since the market...Is New 90 Day High Low • Feb 17New 90-day high: NT$388The company is up 14% from its price of NT$340 on 19 November 2020. The Taiwanese market is also up 14% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Consumer Durables industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$246 per share.お知らせ • Jan 29Nien Made Enterprise Co., Ltd. Appoints Wang Shu-Chuan Corporate Governance Officer of the Company, Effective January 27, 2021Nien Made Enterprise Co., LTD. appointed Wang Shu-Chuan corporate governance officer of the company, effective January 27, 2021.分析記事 • Jan 21Do Insiders Own Lots Of Shares In Nien Made Enterprise Co., LTD. (TPE:8464)?The big shareholder groups in Nien Made Enterprise Co., LTD. ( TPE:8464 ) have power over the company. Institutions...Is New 90 Day High Low • Jan 18New 90-day high: NT$356The company is up 10.0% from its price of NT$324 on 20 October 2020. The Taiwanese market is up 20% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Durables industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$246 per share.業績と収益の成長予測TWSE:8464 - 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12/31/202835,9508,3737,5609,560412/31/202733,7237,8646,8338,935712/31/202631,6497,4496,1788,61883/31/202630,0026,4705,7847,884N/A12/31/202529,9696,6015,4347,052N/A9/30/202530,2466,5725,9937,511N/A6/30/202530,7896,6365,4577,309N/A3/31/202530,4957,2526,6548,563N/A12/31/202429,5356,9036,6638,547N/A9/30/202428,8226,3875,2117,084N/A6/30/202427,8656,2027,2868,264N/A3/31/202427,1615,7886,6907,540N/A12/31/202326,9135,4886,0586,882N/A9/30/202326,5075,5415,9246,802N/A6/30/202326,5175,4916,1707,104N/A3/31/202328,0865,7965,3946,834N/A12/31/202228,9516,1735,3456,924N/A9/30/202229,4276,1356,0077,606N/A6/30/202230,0235,9764,8856,468N/A3/31/202229,1695,5415,0926,297N/A12/31/202129,0245,3204,9496,043N/A9/30/202128,4855,1793,9775,312N/A6/30/202127,9655,2814,0285,682N/A3/31/202126,5445,2634,5956,231N/A12/31/202024,4144,7954,3376,043N/A9/30/202023,6734,6674,7256,125N/A6/30/202023,2164,5834,6295,956N/A3/31/202023,4074,5665,1866,557N/A12/31/201923,9294,504N/A6,509N/A9/30/201923,7444,316N/A5,615N/A6/30/201923,0093,992N/A4,995N/A3/31/201922,3743,845N/A4,460N/A12/31/201821,8783,630N/A3,801N/A9/30/201820,9833,542N/A3,974N/A6/30/201820,3343,395N/A3,553N/A3/31/201820,0573,437N/A3,371N/A12/31/201719,6963,595N/A3,315N/A9/30/201719,6023,715N/A3,385N/A6/30/201719,3823,812N/A3,530N/A3/31/201719,0443,754N/A3,655N/A12/31/201618,8643,689N/A4,178N/A9/30/201618,6783,449N/A4,124N/A6/30/201618,2643,165N/A4,278N/A3/31/201617,4742,818N/A3,937N/A12/31/201516,8212,641N/A3,776N/A9/30/201515,9732,400N/A3,325N/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: 8464の予測収益成長率 (年間9.2% ) は 貯蓄率 ( 1.3% ) を上回っています。収益対市場: 8464の収益 ( 9.2% ) TW市場 ( 25.4% ) よりも低い成長が予測されています。高成長収益: 8464の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 8464の収益 ( 6.5% ) TW市場 ( 20.2% ) よりも低い成長が予測されています。高い収益成長: 8464の収益 ( 6.5% ) 20%よりも低い成長が予測されています。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: 8464の 自己資本利益率 は、3年後には高くなると予測されています ( 23.3 %)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2026/07/22 21:01終値2026/07/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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Nien Made Enterprise Co., LTD. 8 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。15 アナリスト機関Xinyi PangBofA Global ResearchHui-Chao HsuCitigroup IncJimmy ChouCLSA Sinopac12 その他のアナリストを表示
分析記事 • Mar 14Nien Made Enterprise Co., LTD. (TWSE:8464) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearLast week, you might have seen that Nien Made Enterprise Co., LTD. ( TWSE:8464 ) released its annual result to the...
分析記事 • Nov 10Nien Made Enterprise Co., LTD. (TWSE:8464) Analysts Are Pretty Bullish On The Stock After Recent ResultsNien Made Enterprise Co., LTD. ( TWSE:8464 ) shareholders are probably feeling a little disappointed, since its shares...
分析記事 • Aug 19Nien Made Enterprise Co., LTD. Just Recorded A 19% EPS Beat: Here's What Analysts Are Forecasting NextIt's been a pretty great week for Nien Made Enterprise Co., LTD. ( TWSE:8464 ) shareholders, with its shares surging...
Price Target Changed • Aug 16Price target increased by 7.3% to NT$475Up from NT$443, the current price target is an average from 10 analysts. New target price is 7.7% above last closing price of NT$442. Stock is up 45% over the past year. The company is forecast to post earnings per share of NT$22.33 for next year compared to NT$18.73 last year.
分析記事 • May 05Results: Nien Made Enterprise Co., LTD. Beat Earnings Expectations And Analysts Now Have New ForecastsLast week, you might have seen that Nien Made Enterprise Co., LTD. ( TWSE:8464 ) released its quarterly result to the...
Price Target Changed • Apr 14Price target increased by 7.4% to NT$340Up from NT$316, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of NT$336. Stock is up 10% over the past year. The company is forecast to post earnings per share of NT$20.68 for next year compared to NT$21.07 last year.
Buy Or Sell Opportunity • Jun 26Now 22% undervaluedOver the last 90 days, the stock has risen 1.0% to NT$349. The fair value is estimated to be NT$444, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 7.3%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.
Reported Earnings • May 07First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: NT$5.62 (down from NT$6.07 in 1Q 2025). Revenue: NT$7.31b (flat on 1Q 2025). Net income: NT$1.65b (down 7.4% from 1Q 2025). Profit margin: 23% (down from 25% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.4%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Apr 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.3% to NT$372. The fair value is estimated to be NT$473, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.
Buy Or Sell Opportunity • Mar 23Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at NT$379. The fair value is estimated to be NT$480, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 25% in the next 2 years.
Declared Dividend • Mar 08Dividend increased to NT$16.00Dividend of NT$16.00 is 10% higher than last year. Ex-date: 25th March 2026 Payment date: 22nd April 2026 Dividend yield will be 4.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 06+ 1 more updateNien Made Enterprise Co., LTD., Annual General Meeting, Jun 17, 2026Nien Made Enterprise Co., LTD., Annual General Meeting, Jun 17, 2026. Location: b2 floor no,666, t`ai wan ta tao, hsi tun district, taichung city Taiwan
Reported Earnings • Mar 06Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: NT$22.53 (down from NT$23.56 in FY 2024). Revenue: NT$30.0b (up 1.5% from FY 2024). Net income: NT$6.60b (down 4.4% from FY 2024). Profit margin: 22% (down from 23% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 3.2%. Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.
Buy Or Sell Opportunity • Mar 04Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.1% to NT$362. The fair value is estimated to be NT$454, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 6.2%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$5.83 (vs NT$6.04 in 3Q 2024)Third quarter 2025 results: EPS: NT$5.83 (down from NT$6.04 in 3Q 2024). Revenue: NT$7.32b (down 6.9% from 3Q 2024). Net income: NT$1.71b (down 3.6% from 3Q 2024). Profit margin: 23% (in line with 3Q 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 9% per year.
Reported Earnings • Aug 07Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: NT$3.93 (down from NT$6.04 in 2Q 2024). Revenue: NT$7.71b (up 4.0% from 2Q 2024). Net income: NT$1.15b (down 35% from 2Q 2024). Profit margin: 15% (down from 24% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Jul 01Now 20% undervaluedOver the last 90 days, the stock has risen 1.3% to NT$401. The fair value is estimated to be NT$503, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.8%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.
Reported Earnings • May 14First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: NT$6.07 (up from NT$4.88 in 1Q 2024). Revenue: NT$7.27b (up 15% from 1Q 2024). Net income: NT$1.78b (up 24% from 1Q 2024). Profit margin: 25% (up from 23% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 9% per year.
お知らせ • May 06Nien Made Enterprise Co., LTD. to Report Q1, 2025 Results on May 13, 2025Nien Made Enterprise Co., LTD. announced that they will report Q1, 2025 results on May 13, 2025
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$404, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$444 per share.
Buy Or Sell Opportunity • Apr 11Now 25% overvaluedOver the last 90 days, the stock has fallen 16% to NT$344. The fair value is estimated to be NT$275, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.5%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$327, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$275 per share.
Upcoming Dividend • Mar 25Upcoming dividend of NT$14.50 per shareEligible shareholders must have bought the stock before 01 April 2025. Payment date: 30 April 2025. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (4.6%). Lower than average of industry peers (4.0%).
分析記事 • Mar 14Nien Made Enterprise Co., LTD. (TWSE:8464) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearLast week, you might have seen that Nien Made Enterprise Co., LTD. ( TWSE:8464 ) released its annual result to the...
お知らせ • Mar 14Nien Made Enterprise Co., LTD., Annual General Meeting, Jun 25, 2025Nien Made Enterprise Co., LTD., Annual General Meeting, Jun 25, 2025, at 10:00 Taipei Standard Time. Location: b2 floor no,666, t`ai wan ta tao, hsi tun district, taichung city Taiwan
Reported Earnings • Mar 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: NT$23.56 (up from NT$18.73 in FY 2023). Revenue: NT$29.5b (up 9.7% from FY 2023). Net income: NT$6.90b (up 26% from FY 2023). Profit margin: 23% (up from 20% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.8%. Revenue is forecast to grow 9.5% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Mar 13Nien Made Enterprise Co., Ltd. Announces Cash Dividend, Payable on April 30, 2025Nien Made Enterprise Co., LTD. announced cash dividend: TWD 4,248,792,900 (TWD 14.50 per share). Ex-rights (ex-dividend) trading date: April 01, 2025; Ex-rights (ex-dividend) record date: April 10, 2025; Payment date of common stock cash dividend distribution: April 30, 2025.
分析記事 • Mar 10Nien Made Enterprise (TWSE:8464) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Feb 24Pinning Down Nien Made Enterprise Co., LTD.'s (TWSE:8464) P/E Is Difficult Right NowWith a median price-to-earnings (or "P/E") ratio of close to 22x in Taiwan, you could be forgiven for feeling...
分析記事 • Jan 28A Look At The Intrinsic Value Of Nien Made Enterprise Co., LTD. (TWSE:8464)Key Insights Using the 2 Stage Free Cash Flow to Equity, Nien Made Enterprise fair value estimate is NT$409 Current...
分析記事 • Jan 16Is Now An Opportune Moment To Examine Nien Made Enterprise Co., LTD. (TWSE:8464)?While Nien Made Enterprise Co., LTD. ( TWSE:8464 ) might not have the largest market cap around , it saw a double-digit...
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$423, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Consumer Durables industry in Asia. Total returns to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$412 per share.
分析記事 • Dec 22Nien Made Enterprise (TWSE:8464) Will Be Hoping To Turn Its Returns On Capital AroundDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
分析記事 • Dec 09Should You Be Adding Nien Made Enterprise (TWSE:8464) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Nov 22Nien Made Enterprise Co., LTD.'s (TWSE:8464) Business Is Yet to Catch Up With Its Share PriceThere wouldn't be many who think Nien Made Enterprise Co., LTD.'s ( TWSE:8464 ) price-to-earnings (or "P/E") ratio of...
分析記事 • Nov 10Nien Made Enterprise Co., LTD. (TWSE:8464) Analysts Are Pretty Bullish On The Stock After Recent ResultsNien Made Enterprise Co., LTD. ( TWSE:8464 ) shareholders are probably feeling a little disappointed, since its shares...
New Risk • Nov 08New 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 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
分析記事 • Nov 07We Think Nien Made Enterprise (TWSE:8464) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Nov 07Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: NT$6.04 (up from NT$5.41 in 3Q 2023). Revenue: NT$7.86b (up 14% from 3Q 2023). Net income: NT$1.77b (up 12% from 3Q 2023). Profit margin: 23% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.9%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Durables industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 5% per year.
お知らせ • Oct 26Nien Made Enterprise Co., LTD. to Report Q3, 2024 Results on Nov 06, 2024Nien Made Enterprise Co., LTD. announced that they will report Q3, 2024 results on Nov 06, 2024
分析記事 • Oct 07What Is Nien Made Enterprise Co., LTD.'s (TWSE:8464) Share Price Doing?Nien Made Enterprise Co., LTD. ( TWSE:8464 ), might not be a large cap stock, but it saw a significant share price rise...
分析記事 • Sep 19Nien Made Enterprise (TWSE:8464) Is Reinvesting At Lower Rates Of ReturnIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
分析記事 • Sep 04With EPS Growth And More, Nien Made Enterprise (TWSE:8464) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Aug 21Nien Made Enterprise's (TWSE:8464) Strong Earnings Are Of Good QualityNien Made Enterprise Co., LTD. ( TWSE:8464 ) recently posted some strong earnings, and the market responded positively...
分析記事 • Aug 19Nien Made Enterprise Co., LTD. Just Recorded A 19% EPS Beat: Here's What Analysts Are Forecasting NextIt's been a pretty great week for Nien Made Enterprise Co., LTD. ( TWSE:8464 ) shareholders, with its shares surging...
Price Target Changed • Aug 16Price target increased by 7.3% to NT$475Up from NT$443, the current price target is an average from 10 analysts. New target price is 7.7% above last closing price of NT$442. Stock is up 45% over the past year. The company is forecast to post earnings per share of NT$22.33 for next year compared to NT$18.73 last year.
分析記事 • Aug 15Nien Made Enterprise Co., LTD. (TWSE:8464) Stock Rockets 25% As Investors Are Less Pessimistic Than ExpectedNien Made Enterprise Co., LTD. ( TWSE:8464 ) shareholders have had their patience rewarded with a 25% share price jump...
Reported Earnings • Aug 15Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: NT$6.04 (up from NT$4.62 in 2Q 2023). Revenue: NT$7.41b (up 11% from 2Q 2023). Net income: NT$1.77b (up 31% from 2Q 2023). Profit margin: 24% (up from 20% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 19%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Durables industry in Asia. 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 4% per year.
Buy Or Sell Opportunity • Aug 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to NT$412. The fair value is estimated to be NT$343, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.
分析記事 • Aug 06Estimating The Intrinsic Value Of Nien Made Enterprise Co., LTD. (TWSE:8464)Key Insights The projected fair value for Nien Made Enterprise is NT$341 based on 2 Stage Free Cash Flow to Equity With...
お知らせ • Aug 03Nien Made Enterprise Co., LTD. to Report Q2, 2024 Results on Aug 14, 2024Nien Made Enterprise Co., LTD. announced that they will report Q2, 2024 results on Aug 14, 2024
Upcoming Dividend • Jul 05Upcoming dividend of NT$12.00 per shareEligible shareholders must have bought the stock before 09 July 2024. Payment date: 02 August 2024. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (4.2%). In line with average of industry peers (3.2%).
Declared Dividend • Jun 20Dividend of NT$12.00 announcedShareholders will receive a dividend of NT$12.00. Ex-date: 9th July 2024 Payment date: 2nd August 2024 Dividend yield will be 3.4%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jun 06Now 20% overvaluedOver the last 90 days, the stock has fallen 3.1% to NT$364. The fair value is estimated to be NT$302, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.
分析記事 • Jun 05Improved Earnings Required Before Nien Made Enterprise Co., LTD. (TWSE:8464) Shares Find Their FeetNien Made Enterprise Co., LTD.'s ( TWSE:8464 ) price-to-earnings (or "P/E") ratio of 18.2x might make it look like a...
Buy Or Sell Opportunity • May 22Now 20% overvaluedOver the last 90 days, the stock has fallen 1.9% to NT$363. The fair value is estimated to be NT$302, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.
分析記事 • May 21Nien Made Enterprise (TWSE:8464) Is Reinvesting To Multiply In ValueDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
分析記事 • May 05Results: Nien Made Enterprise Co., LTD. Beat Earnings Expectations And Analysts Now Have New ForecastsLast week, you might have seen that Nien Made Enterprise Co., LTD. ( TWSE:8464 ) released its quarterly result to the...
Reported Earnings • May 02First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: NT$4.88 (up from NT$3.85 in 1Q 2023). Revenue: NT$6.31b (up 4.1% from 1Q 2023). Net income: NT$1.43b (up 27% from 1Q 2023). Profit margin: 23% (up from 19% in 1Q 2023). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) exceeded analyst estimates by 13%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Apr 26Nien Made Enterprise Co., LTD. to Report Q1, 2024 Results on May 02, 2024Nien Made Enterprise Co., LTD. announced that they will report Q1, 2024 results on May 02, 2024
分析記事 • Apr 19A Look At The Intrinsic Value Of Nien Made Enterprise Co., LTD. (TWSE:8464)Key Insights Nien Made Enterprise's estimated fair value is NT$335 based on 2 Stage Free Cash Flow to Equity Nien Made...
Reported Earnings • Mar 15Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: NT$18.73 (down from NT$21.07 in FY 2022). Revenue: NT$26.9b (down 7.0% from FY 2022). Net income: NT$5.49b (down 11% from FY 2022). Profit margin: 20% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.6%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Mar 14Nien Made Enterprise Co., LTD., Annual General Meeting, Jun 18, 2024Nien Made Enterprise Co., LTD., Annual General Meeting, Jun 18, 2024.
分析記事 • Feb 29Nien Made Enterprise Co., LTD.'s (TWSE:8464) Shares May Have Run Too Fast Too SoonWith a median price-to-earnings (or "P/E") ratio of close to 22x in Taiwan, you could be forgiven for feeling...
お知らせ • Jan 27Nien Made Enterprise Co., Ltd. Announces Demise of Lee Ming-Shan, DirectorNien Made Enterprise Co., LTD. announced demise of Lee Ming-Shan, Director.
Reported Earnings • Nov 09Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: NT$5.41 (up from NT$5.24 in 3Q 2022). Revenue: NT$6.90b (flat on 3Q 2022). Net income: NT$1.59b (up 3.3% from 3Q 2022). Profit margin: 23% (in line with 3Q 2022). Revenue missed analyst estimates by 4.2%. Earnings per share (EPS) exceeded analyst estimates by 2.5%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Consumer Durables industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 09Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: NT$4.62 (down from NT$5.67 in 2Q 2022). Revenue: NT$6.71b (down 19% from 2Q 2022). Net income: NT$1.35b (down 18% from 2Q 2022). Profit margin: 20% (in line with 2Q 2022). Revenue missed analyst estimates by 6.6%. Earnings per share (EPS) also missed analyst estimates by 4.8%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jul 12Upcoming dividend of NT$11.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 19 July 2023. Payment date: 14 August 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.0%).
お知らせ • Jul 06Nien Made Enterprise Co., LTD. Announces Cash Dividend, Payable on August 14, 2023Nien Made Enterprise Co., LTD. announced cash dividend of TWD 3,223,222,200 (TWD 11 per share). Ex-rights (ex-dividend) trading date is July 19, 2023; Ex-rights (ex-dividend) record date is July 25, 2023; Payment date of cash dividend distribution is August 14, 2023.
お知らせ • Jun 22Nien Made Enterprise Co., Ltd. Announces Term Expiry of the Members of Remuneration CommitteeNien Made Enterprise Co., Ltd. announced the term expiry of Lin Chi-Wei, Huang Shen-Yi and Hung Chung-Chin, independent directors of the company as members of company's Remuneration Committee.
Reported Earnings • May 06First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: NT$3.85 (down from NT$5.14 in 1Q 2022). Revenue: NT$6.06b (down 13% from 1Q 2022). Net income: NT$1.13b (down 25% from 1Q 2022). Profit margin: 19% (down from 22% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year.
お知らせ • May 06Nien Made Enterprise Co., LTD. Announces of Change of President, Effective from June 21, 2023Nien Made Enterprise Co., LTD. announced that Nien Chao-Hung promotes to become President of Nien Made Enterprise Co., Ltd. while Nien Keng-Hao remains as Chairman of Nien Made Enterprise Co., Ltd., effective from June 21, 2023.
Price Target Changed • Apr 14Price target increased by 7.4% to NT$340Up from NT$316, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of NT$336. Stock is up 10% over the past year. The company is forecast to post earnings per share of NT$20.68 for next year compared to NT$21.07 last year.
Reported Earnings • Mar 17Full year 2022 earnings: EPS in line with expectations, revenues disappointFull year 2022 results: EPS: NT$21.07 (up from NT$18.16 in FY 2021). Revenue: NT$29.0b (flat on FY 2021). Net income: NT$6.17b (up 16% from FY 2021). Profit margin: 21% (up from 18% in FY 2021). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Shen-Yi Huang was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 16Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: NT$5.24 (up from NT$4.70 in 3Q 2021). Revenue: NT$6.91b (down 7.9% from 3Q 2021). Net income: NT$1.54b (up 12% from 3Q 2021). Profit margin: 22% (up from 18% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 3.5%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 11Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: NT$5.24 (up from NT$4.70 in 3Q 2021). Revenue: NT$6.91b (down 7.9% from 3Q 2021). Net income: NT$1.54b (up 12% from 3Q 2021). Profit margin: 22% (up from 18% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 3.5%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Consumer Durables industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Price Target Changed • Nov 11Price target decreased to NT$296Down from NT$340, the current price target is an average from 8 analysts. New target price is 23% above last closing price of NT$242. Stock is down 36% over the past year. The company is forecast to post earnings per share of NT$20.70 for next year compared to NT$18.15 last year.
お知らせ • Aug 03Nien Made Enterprise Co., LTD. Appoints Members to Sustainable Development CommitteeNien Made Enterprise Co., LTD. resolved to appoint members of the 1st Term of the Sustainable Development Committee. Name of the new position holder: Nien Chao-Hung; Peng Ping; Wang Shu-Chuan; and Liao Wei-Chih. Resume of the new position holder: Nien Chao-Hung: Director & VP of Nien Made Enterprise Co., Ltd. Peng Ping: Director & EVP of Nien Made Enterprise Co., Ltd. Wang Shu-Chuan: Chief Corporate Governance Officer of Nien Made Enterprise Co., Ltd. Liao Wei-Chih: Executive Secretary of Nien Made Enterprise Co., Ltd. Effective date of the new member: August 2, 2022.
Reported Earnings • Aug 03Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: NT$5.67 (up from NT$4.18 in 2Q 2021). Revenue: NT$8.28b (up 12% from 2Q 2021). Net income: NT$1.66b (up 36% from 2Q 2021). Profit margin: 20% (up from 17% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 6.4%. Over the next year, revenue is forecast to grow 8.4%, compared to a 13% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.
Upcoming Dividend • Jul 01Upcoming dividend of NT$11.00 per shareEligible shareholders must have bought the stock before 08 July 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Taiwanese dividend payers (6.5%). Lower than average of industry peers (4.8%).
Reported Earnings • May 05First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$5.14 (up from NT$4.38 in 1Q 2021). Revenue: NT$6.93b (up 2.1% from 1Q 2021). Net income: NT$1.51b (up 17% from 1Q 2021). Profit margin: 22% (up from 19% in 1Q 2021). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 9.7%, compared to a 12% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year.
Price Target Changed • Apr 27Price target decreased to NT$371Down from NT$481, the current price target is an average from 7 analysts. New target price is 21% above last closing price of NT$307. Stock is down 33% over the past year. The company is forecast to post earnings per share of NT$21.09 for next year compared to NT$18.15 last year.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Shen-Yi Huang was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Buying Opportunity • Apr 11Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be NT$403, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings is also forecast to grow by 9.4% per annum over the same time period.
Buying Opportunity • Mar 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be NT$406, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% per annum over the last 3 years. Earnings per share has grown by 13% per annum over the last 3 years.
Reported Earnings • Mar 17Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: NT$18.15 (up from NT$16.37 in FY 2020). Revenue: NT$29.0b (up 19% from FY 2020). Net income: NT$5.32b (up 11% from FY 2020). Profit margin: 18% (down from 20% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 8.6%, compared to a 11% growth forecast for the industry in Taiwan. 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.
Price Target Changed • Mar 17Price target decreased to NT$388Down from NT$481, the current price target is an average from 8 analysts. New target price is 18% above last closing price of NT$330. Stock is down 18% over the past year.
Buying Opportunity • Feb 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be NT$453, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% per annum over the last 3 years. Earnings per share has grown by 13% per annum over the last 3 years.
Reported Earnings • Nov 09Third quarter 2021 earnings released: EPS NT$4.70 (vs NT$5.05 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$7.51b (up 7.4% from 3Q 2020). Net income: NT$1.38b (down 6.9% from 3Q 2020). Profit margin: 18% (down from 21% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS NT$4.18 (vs NT$4.12 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: NT$7.42b (up 24% from 2Q 2020). Net income: NT$1.22b (up 1.5% from 2Q 2020). Profit margin: 17% (down from 20% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 12Upcoming dividend of NT$10.00 per shareEligible shareholders must have bought the stock before 19 July 2021. Payment date: 13 August 2021. Trailing yield: 2.4%. Lower than top quartile of Taiwanese dividend payers (5.0%). Lower than average of industry peers (3.7%).
Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to NT$369, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Consumer Durables industry in Asia. Total returns to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$421 per share.
Reported Earnings • May 06First quarter 2021 earnings released: EPS NT$4.38 (vs NT$2.79 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$6.79b (up 46% from 1Q 2020). Net income: NT$1.28b (up 57% from 1Q 2020). Profit margin: 19% (up from 18% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 16% per year.
分析記事 • Apr 14At NT$413, Is Nien Made Enterprise Co., LTD. (TPE:8464) Worth Looking At Closely?While Nien Made Enterprise Co., LTD. ( TPE:8464 ) might not be the most widely known stock at the moment, it saw a...
分析記事 • Apr 01Here's What You Should Know About Nien Made Enterprise Co., LTD.'s (TPE:8464) 2.5% Dividend YieldIs Nien Made Enterprise Co., LTD. ( TPE:8464 ) a good dividend stock? How can we tell? Dividend paying companies with...
お知らせ • Mar 18Nien Made Enterprise Co., LTD., Annual General Meeting, Jun 16, 2021Nien Made Enterprise Co., LTD., Annual General Meeting, Jun 16, 2021. Location: Li Jin Chamber (Lin Garden), No.111, Sec. 1, Huizhong Rd., Xitun Dist Taichung City Taiwan Agenda: To discuss on business report; to discuss on audit committee's review report; to discuss on employees compensation and directors remuneration; and to discuss on amendments to the Rules of Procedure for Board of Directors Meetings.
Reported Earnings • Mar 18Full year 2020 earnings released: EPS NT$16.36 (vs NT$15.37 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: NT$24.4b (up 2.0% from FY 2019). Net income: NT$4.80b (up 6.5% from FY 2019). Profit margin: 20% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.
分析記事 • Feb 25Nien Made Enterprise Co., LTD.'s (TPE:8464) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Nien Made Enterprise's (TPE:8464) stock is up by a considerable 14% over the past three months. Since the market...
Is New 90 Day High Low • Feb 17New 90-day high: NT$388The company is up 14% from its price of NT$340 on 19 November 2020. The Taiwanese market is also up 14% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Consumer Durables industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$246 per share.
お知らせ • Jan 29Nien Made Enterprise Co., Ltd. Appoints Wang Shu-Chuan Corporate Governance Officer of the Company, Effective January 27, 2021Nien Made Enterprise Co., LTD. appointed Wang Shu-Chuan corporate governance officer of the company, effective January 27, 2021.
分析記事 • Jan 21Do Insiders Own Lots Of Shares In Nien Made Enterprise Co., LTD. (TPE:8464)?The big shareholder groups in Nien Made Enterprise Co., LTD. ( TPE:8464 ) have power over the company. Institutions...
Is New 90 Day High Low • Jan 18New 90-day high: NT$356The company is up 10.0% from its price of NT$324 on 20 October 2020. The Taiwanese market is up 20% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Durables industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$246 per share.