TTFB（2729）株式概要TTFB社は台湾、上海、蘇州でレストランチェーンを展開している。 詳細2729 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績2/6財務の健全性3/6配当金3/6リスク分析多額の負債を抱えている 3.56%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る2729 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$163.008.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture09b2016201920222025202620282031Revenue NT$9.2bEarnings NT$435.7mAdvancedSet Fair ValueView all narrativesTTFB Company Limited 競合他社Hi-Lai FoodsSymbol: TPEX:1268Market cap: NT$6.5bBafang Yunji InternationalSymbol: TWSE:2753Market cap: NT$12.0bYoungQin InternationalSymbol: TPEX:2755Market cap: NT$5.0bTofu RestaurantSymbol: TPEX:2752Market cap: NT$4.8b価格と性能株価の高値、安値、推移の概要TTFB過去の株価現在の株価NT$163.0052週高値NT$196.5052週安値NT$162.00ベータ-0.0521ヶ月の変化-5.78%3ヶ月変化-5.23%1年変化-10.04%3年間の変化-16.38%5年間の変化33.88%IPOからの変化17.08%最新ニュースNew Risk • Apr 11New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Dividend is not well covered by cash flows (93% cash payout ratio).Reported Earnings • Mar 28Full year 2025 earnings released: EPS: NT$6.76 (vs NT$8.19 in FY 2024)Full year 2025 results: EPS: NT$6.76 (down from NT$8.19 in FY 2024). Revenue: NT$6.10b (flat on FY 2024). Net income: NT$289.3m (down 18% from FY 2024). Profit margin: 4.7% (down from 5.8% in FY 2024). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 16TTFB Company Limited, Annual General Meeting, Jun 22, 2026TTFB Company Limited, Annual General Meeting, Jun 22, 2026. Location: 3 floor no,631, chung cheng rd., jhonghe district, new taipei city TaiwanReported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$2.45 (vs NT$2.62 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.45 (down from NT$2.62 in 3Q 2024). Revenue: NT$1.56b (down 2.4% from 3Q 2024). Net income: NT$104.6m (down 7.4% from 3Q 2024). Profit margin: 6.7% (down from 7.0% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$1.91 (vs NT$2.16 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.91 (down from NT$2.16 in 2Q 2024). Revenue: NT$1.45b (down 3.5% from 2Q 2024). Net income: NT$74.5m (down 20% from 2Q 2024). Profit margin: 5.1% (down from 6.2% 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 30% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jul 14Dividend of NT$8.08 announcedShareholders will receive a dividend of NT$8.08. Ex-date: 29th July 2025 Payment date: 18th August 2025 Dividend yield will be 3.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (97% earnings payout ratio) nor is it covered by cash flows (148% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 7.7% to bring the payout ratio under control, which is more than the 5.2% EPS growth achieved over the last 5 years.最新情報をもっと見るRecent updatesNew Risk • Apr 11New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Dividend is not well covered by cash flows (93% cash payout ratio).Reported Earnings • Mar 28Full year 2025 earnings released: EPS: NT$6.76 (vs NT$8.19 in FY 2024)Full year 2025 results: EPS: NT$6.76 (down from NT$8.19 in FY 2024). Revenue: NT$6.10b (flat on FY 2024). Net income: NT$289.3m (down 18% from FY 2024). Profit margin: 4.7% (down from 5.8% in FY 2024). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 16TTFB Company Limited, Annual General Meeting, Jun 22, 2026TTFB Company Limited, Annual General Meeting, Jun 22, 2026. Location: 3 floor no,631, chung cheng rd., jhonghe district, new taipei city TaiwanReported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$2.45 (vs NT$2.62 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.45 (down from NT$2.62 in 3Q 2024). Revenue: NT$1.56b (down 2.4% from 3Q 2024). Net income: NT$104.6m (down 7.4% from 3Q 2024). Profit margin: 6.7% (down from 7.0% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$1.91 (vs NT$2.16 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.91 (down from NT$2.16 in 2Q 2024). Revenue: NT$1.45b (down 3.5% from 2Q 2024). Net income: NT$74.5m (down 20% from 2Q 2024). Profit margin: 5.1% (down from 6.2% 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 30% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jul 14Dividend of NT$8.08 announcedShareholders will receive a dividend of NT$8.08. Ex-date: 29th July 2025 Payment date: 18th August 2025 Dividend yield will be 3.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (97% earnings payout ratio) nor is it covered by cash flows (148% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 7.7% to bring the payout ratio under control, which is more than the 5.2% EPS growth achieved over the last 5 years.Reported Earnings • May 16First quarter 2025 earnings released: EPS: NT$2.56 (vs NT$2.30 in 1Q 2024)First quarter 2025 results: EPS: NT$2.56 (up from NT$2.30 in 1Q 2024). Revenue: NT$1.60b (up 3.9% from 1Q 2024). Net income: NT$100.3m (up 12% from 1Q 2024). Profit margin: 6.3% (up from 5.8% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 01TTFB Company Limited, Annual General Meeting, Jun 19, 2025TTFB Company Limited, Annual General Meeting, Jun 19, 2025, at 09:00 Taipei Standard Time. Location: 3 floor no,631, chung cheng rd., jhonghe district, new taipei city TaiwanReported Earnings • Mar 20Full year 2024 earnings released: EPS: NT$9.01 (vs NT$11.25 in FY 2023)Full year 2024 results: EPS: NT$9.01 (down from NT$11.25 in FY 2023). Revenue: NT$6.08b (up 6.2% from FY 2023). Net income: NT$352.6m (down 20% from FY 2023). Profit margin: 5.8% (down from 7.7% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$2.89 (vs NT$3.02 in 3Q 2023)Third quarter 2024 results: EPS: NT$2.89 (down from NT$3.02 in 3Q 2023). Revenue: NT$1.60b (up 6.5% from 3Q 2023). Net income: NT$112.9m (down 4.4% from 3Q 2023). Profit margin: 7.0% (down from 7.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: NT$2.38 (vs NT$3.22 in 2Q 2023)Second quarter 2024 results: EPS: NT$2.38 (down from NT$3.22 in 2Q 2023). Revenue: NT$1.51b (up 9.0% from 2Q 2023). Net income: NT$93.0m (down 26% from 2Q 2023). Profit margin: 6.2% (down from 9.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Aug 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.3% to NT$208. The fair value is estimated to be NT$261, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 12%.Upcoming Dividend • Jul 09Upcoming dividend of NT$10.00 per shareEligible shareholders must have bought the stock before 16 July 2024. Payment date: 21 August 2024. Payout ratio and cash payout ratio are on the higher end at 94% and 76% respectively. Trailing yield: 4.1%. Lower than top quartile of Taiwanese dividend payers (4.2%). In line with average of industry peers (4.0%).New Risk • May 21New major risk - Revenue and earnings growthEarnings have declined by 3.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 97% Cash payout ratio: 229% Earnings have declined by 3.8% per year over the past 5 years.Reported Earnings • May 18First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: EPS: NT$2.52 (down from NT$4.21 in 1Q 2023). Revenue: NT$1.54b (up 5.3% from 1Q 2023). Net income: NT$89.8m (down 40% from 1Q 2023). Profit margin: 5.8% (down from 10% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Hospitality industry in Taiwan. 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 18% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 19Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: NT$12.37 (up from NT$3.15 in FY 2022). Revenue: NT$5.72b (up 26% from FY 2022). Net income: NT$440.1m (up 297% from FY 2022). Profit margin: 7.7% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Hospitality industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Mar 19New major risk - Revenue and earnings growthEarnings have declined by 11% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (2.4% increase in shares outstanding).お知らせ • Mar 14TTFB Company Limited, Annual General Meeting, Jun 18, 2024TTFB Company Limited, Annual General Meeting, Jun 18, 2024.Price Target Changed • Nov 17Price target decreased by 17% to NT$308Down from NT$369, the current price target is an average from 3 analysts. New target price is 32% above last closing price of NT$234. Stock is up 34% over the past year. The company is forecast to post earnings per share of NT$15.89 for next year compared to NT$3.15 last year.Major Estimate Revision • Sep 23Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from NT$13.95 to NT$15.89. Revenue forecast steady at NT$5.90b. Net income forecast to grow 33% next year vs 37% growth forecast for Hospitality industry in Taiwan. Consensus price target broadly unchanged at NT$368. Share price fell 7.1% to NT$254 over the past week.Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: NT$4.07 (vs NT$2.73 loss in 2Q 2022)Second quarter 2023 results: EPS: NT$4.07 (up from NT$2.73 loss in 2Q 2022). Revenue: NT$1.38b (up 62% from 2Q 2022). Net income: NT$125.9m (up NT$220.5m from 2Q 2022). Profit margin: 9.1% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 07Upcoming dividend of NT$3.50 per share at 1.1% yieldEligible shareholders must have bought the stock before 14 August 2023. Payment date: 18 September 2023. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (2.1%).Reported Earnings • May 17First quarter 2023 earnings released: EPS: NT$4.84 (vs NT$2.20 in 1Q 2022)First quarter 2023 results: EPS: NT$4.84 (up from NT$2.20 in 1Q 2022). Revenue: NT$1.46b (up 21% from 1Q 2022). Net income: NT$149.6m (up 126% from 1Q 2022). Profit margin: 10% (up from 5.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$273, the stock trades at a trailing P/E ratio of 76.1x. Average forward P/E is 21x in the Hospitality industry in Taiwan. Total returns to shareholders of 80% over the past three years.Reported Earnings • Apr 06Full year 2022 earnings released: EPS: NT$3.62 (vs NT$5.35 in FY 2021)Full year 2022 results: EPS: NT$3.62 (down from NT$5.35 in FY 2021). Revenue: NT$4.54b (up 7.3% from FY 2021). Net income: NT$110.7m (down 31% from FY 2021). Profit margin: 2.4% (down from 3.8% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.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. 8 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$3.94 (vs NT$0.80 loss in 3Q 2021)Third quarter 2022 results: EPS: NT$3.94 (up from NT$0.80 loss in 3Q 2021). Revenue: NT$1.25b (up 48% from 3Q 2021). Net income: NT$118.7m (up NT$142.8m from 3Q 2021). Profit margin: 9.5% (up from net loss in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 17Second quarter 2022 earnings released: NT$4.13 loss per share (vs NT$0.86 loss in 2Q 2021)Second quarter 2022 results: NT$4.13 loss per share (down from NT$0.86 loss in 2Q 2021). Revenue: NT$855.3m (down 7.7% from 2Q 2021). Net loss: NT$94.6m (loss widened 381% from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Aug 11Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 16 September 2022. Payout ratio is on the higher end at 89%, and the cash payout ratio is above 100%. Trailing yield: 1.8%. Lower than top quartile of Taiwanese dividend payers (6.6%). Lower than average of industry peers (3.5%).Reported Earnings • May 22First quarter 2022 earnings released: EPS: NT$2.89 (vs NT$5.45 in 1Q 2021)First quarter 2022 results: EPS: NT$2.89 (down from NT$5.45 in 1Q 2021). Revenue: NT$1.21b (down 4.8% from 1Q 2021). Net income: NT$66.2m (down 47% from 1Q 2021). Profit margin: 5.5% (down from 9.9% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.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. 8 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Apr 03Full year 2021 earnings released: EPS: NT$7.04 (vs NT$15.95 in FY 2020)Full year 2021 results: EPS: NT$7.04 (down from NT$15.95 in FY 2020). Revenue: NT$4.23b (down 8.3% from FY 2020). Net income: NT$161.1m (down 56% from FY 2020). Profit margin: 3.8% (down from 8.0% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 5% per year.Reported Earnings • Nov 16Third quarter 2021 earnings released: NT$1.06 loss per share (vs NT$7.61 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: NT$844.9m (down 34% from 3Q 2020). Net loss: NT$24.2m (down 114% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has increased by 1% per year.Upcoming Dividend • Oct 18Upcoming dividend of NT$14.50 per shareEligible shareholders must have bought the stock before 25 October 2021. Payment date: 19 November 2021. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (3.2%).Reported Earnings • Aug 18Second quarter 2021 earnings released: NT$0.86 loss per share (vs NT$2.18 profit in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: NT$926.8m (down 10.0% from 2Q 2020). Net loss: NT$19.7m (down 139% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has remained flat.Reported Earnings • May 18First quarter 2021 earnings released: EPS NT$5.45 (vs NT$1.25 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$1.27b (up 15% from 1Q 2020). Net income: NT$124.8m (up 331% from 1Q 2020). Profit margin: 9.9% (up from 2.6% 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 1% per year whereas the company’s share price has fallen by 4% per year.分析記事 • Apr 26Returns On Capital At TTFB (GTSM:2729) Paint A Concerning PictureIf 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...分析記事 • Apr 05Here's Why TTFB (GTSM:2729) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • Apr 01Full year 2020 earnings released: EPS NT$15.95 (vs NT$15.51 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$4.61b (down 5.9% from FY 2019). Net income: NT$369.8m (up 2.5% from FY 2019). Profit margin: 8.0% (up from 7.4% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.分析記事 • Mar 18How Does TTFB Company Limited (GTSM:2729) Fare As A Dividend Stock?Dividend paying stocks like TTFB Company Limited ( GTSM:2729 ) tend to be popular with investors, and for good reason...分析記事 • Feb 28Are Robust Financials Driving The Recent Rally In TTFB Company Limited's (GTSM:2729) Stock?Most readers would already be aware that TTFB's (GTSM:2729) stock increased significantly by 9.3% over the past month...分析記事 • Feb 10TTFB's (GTSM:2729) Shareholders Are Down 11% On Their SharesThe simplest way to benefit from a rising market is to buy an index fund. But if you buy individual stocks, you can do...分析記事 • Jan 26The Trends At TTFB (GTSM:2729) That You Should Know AboutWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Is New 90 Day High Low • Jan 25New 90-day low: NT$220The company is down 3.0% from its price of NT$226 on 28 October 2020. The Taiwanese market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 1.0% over the same period.分析記事 • Jan 11Here's Why TTFB's (GTSM:2729) Statutory Earnings Are Arguably Too ConservativeBroadly speaking, profitable businesses are less risky than unprofitable ones. That said, the current statutory profit...分析記事 • Dec 27Is TTFB (GTSM:2729) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Dec 09Does TTFB Company Limited (GTSM:2729) Have A Place In Your Dividend Portfolio?Dividend paying stocks like TTFB Company Limited ( GTSM:2729 ) tend to be popular with investors, and for good reason...分析記事 • Nov 24TTFB Company Limited's (GTSM:2729) Stock Is Going Strong: Is the Market Following Fundamentals?Most readers would already be aware that TTFB's (GTSM:2729) stock increased significantly by 11% over the past three...Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$7.61The company reported a solid third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: NT$1.29b (flat on 3Q 2019). Net income: NT$177.0m (up 54% from 3Q 2019). Profit margin: 14% (up from 8.9% in 3Q 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Nov 11New 90-day high: NT$243The company is up 8.0% from its price of NT$226 on 13 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 4.0% over the same period.株主還元2729TW HospitalityTW 市場7D-2.1%-0.07%4.8%1Y-10.0%-12.9%99.7%株主還元を見る業界別リターン: 2729過去 1 年間で-12.9 % の収益を上げたTW Hospitality業界を上回りました。リターン対市場: 2729は、過去 1 年間で99.7 % のリターンを上げたTW市場を下回りました。価格変動Is 2729's price volatile compared to industry and market?2729 volatility2729 Average Weekly Movement2.6%Hospitality Industry Average Movement4.2%Market Average Movement6.0%10% most volatile stocks in TW Market12.2%10% least volatile stocks in TW Market2.5%安定した株価: 2729 、 TW市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 2729の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1990n/aCheng Yi Xuwww.ttfb.com台湾、上海、蘇州でレストランチェーンを展開。また、食品・飲料の卸・小売、農水産物の小売、自動化設備システムの研究開発・製造・販売も行っている。さらに、情報ソフトウエア、清掃・環境保護サービス、酒類卸売なども行っている。同社は1990年に設立され、台湾の新北市に本社を置く。もっと見るTTFB Company Limited 基礎のまとめTTFB の収益と売上を時価総額と比較するとどうか。2729 基礎統計学時価総額NT$6.95b収益（TTM）NT$289.31m売上高(TTM)NT$6.10b24.0xPER（株価収益率1.1xP/Sレシオ2729 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計2729 損益計算書（TTM）収益NT$6.10b売上原価NT$3.00b売上総利益NT$3.11bその他の費用NT$2.82b収益NT$289.31m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）6.79グロス・マージン50.89%純利益率4.74%有利子負債／自己資本比率57.7%2729 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.6%現在の配当利回り86%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/06 13:44終値2026/05/06 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋TTFB Company Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関null nullCapital Securities CorporationAngus ChuangKGI Securities Co. Ltd.Yili ChenSinoPac Securities Investment Service
New Risk • Apr 11New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Dividend is not well covered by cash flows (93% cash payout ratio).
Reported Earnings • Mar 28Full year 2025 earnings released: EPS: NT$6.76 (vs NT$8.19 in FY 2024)Full year 2025 results: EPS: NT$6.76 (down from NT$8.19 in FY 2024). Revenue: NT$6.10b (flat on FY 2024). Net income: NT$289.3m (down 18% from FY 2024). Profit margin: 4.7% (down from 5.8% in FY 2024). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 16TTFB Company Limited, Annual General Meeting, Jun 22, 2026TTFB Company Limited, Annual General Meeting, Jun 22, 2026. Location: 3 floor no,631, chung cheng rd., jhonghe district, new taipei city Taiwan
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$2.45 (vs NT$2.62 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.45 (down from NT$2.62 in 3Q 2024). Revenue: NT$1.56b (down 2.4% from 3Q 2024). Net income: NT$104.6m (down 7.4% from 3Q 2024). Profit margin: 6.7% (down from 7.0% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$1.91 (vs NT$2.16 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.91 (down from NT$2.16 in 2Q 2024). Revenue: NT$1.45b (down 3.5% from 2Q 2024). Net income: NT$74.5m (down 20% from 2Q 2024). Profit margin: 5.1% (down from 6.2% 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 30% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jul 14Dividend of NT$8.08 announcedShareholders will receive a dividend of NT$8.08. Ex-date: 29th July 2025 Payment date: 18th August 2025 Dividend yield will be 3.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (97% earnings payout ratio) nor is it covered by cash flows (148% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 7.7% to bring the payout ratio under control, which is more than the 5.2% EPS growth achieved over the last 5 years.
New Risk • Apr 11New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Dividend is not well covered by cash flows (93% cash payout ratio).
Reported Earnings • Mar 28Full year 2025 earnings released: EPS: NT$6.76 (vs NT$8.19 in FY 2024)Full year 2025 results: EPS: NT$6.76 (down from NT$8.19 in FY 2024). Revenue: NT$6.10b (flat on FY 2024). Net income: NT$289.3m (down 18% from FY 2024). Profit margin: 4.7% (down from 5.8% in FY 2024). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 16TTFB Company Limited, Annual General Meeting, Jun 22, 2026TTFB Company Limited, Annual General Meeting, Jun 22, 2026. Location: 3 floor no,631, chung cheng rd., jhonghe district, new taipei city Taiwan
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$2.45 (vs NT$2.62 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.45 (down from NT$2.62 in 3Q 2024). Revenue: NT$1.56b (down 2.4% from 3Q 2024). Net income: NT$104.6m (down 7.4% from 3Q 2024). Profit margin: 6.7% (down from 7.0% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$1.91 (vs NT$2.16 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.91 (down from NT$2.16 in 2Q 2024). Revenue: NT$1.45b (down 3.5% from 2Q 2024). Net income: NT$74.5m (down 20% from 2Q 2024). Profit margin: 5.1% (down from 6.2% 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 30% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jul 14Dividend of NT$8.08 announcedShareholders will receive a dividend of NT$8.08. Ex-date: 29th July 2025 Payment date: 18th August 2025 Dividend yield will be 3.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (97% earnings payout ratio) nor is it covered by cash flows (148% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 7.7% to bring the payout ratio under control, which is more than the 5.2% EPS growth achieved over the last 5 years.
Reported Earnings • May 16First quarter 2025 earnings released: EPS: NT$2.56 (vs NT$2.30 in 1Q 2024)First quarter 2025 results: EPS: NT$2.56 (up from NT$2.30 in 1Q 2024). Revenue: NT$1.60b (up 3.9% from 1Q 2024). Net income: NT$100.3m (up 12% from 1Q 2024). Profit margin: 6.3% (up from 5.8% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 01TTFB Company Limited, Annual General Meeting, Jun 19, 2025TTFB Company Limited, Annual General Meeting, Jun 19, 2025, at 09:00 Taipei Standard Time. Location: 3 floor no,631, chung cheng rd., jhonghe district, new taipei city Taiwan
Reported Earnings • Mar 20Full year 2024 earnings released: EPS: NT$9.01 (vs NT$11.25 in FY 2023)Full year 2024 results: EPS: NT$9.01 (down from NT$11.25 in FY 2023). Revenue: NT$6.08b (up 6.2% from FY 2023). Net income: NT$352.6m (down 20% from FY 2023). Profit margin: 5.8% (down from 7.7% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$2.89 (vs NT$3.02 in 3Q 2023)Third quarter 2024 results: EPS: NT$2.89 (down from NT$3.02 in 3Q 2023). Revenue: NT$1.60b (up 6.5% from 3Q 2023). Net income: NT$112.9m (down 4.4% from 3Q 2023). Profit margin: 7.0% (down from 7.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: NT$2.38 (vs NT$3.22 in 2Q 2023)Second quarter 2024 results: EPS: NT$2.38 (down from NT$3.22 in 2Q 2023). Revenue: NT$1.51b (up 9.0% from 2Q 2023). Net income: NT$93.0m (down 26% from 2Q 2023). Profit margin: 6.2% (down from 9.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Aug 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.3% to NT$208. The fair value is estimated to be NT$261, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 12%.
Upcoming Dividend • Jul 09Upcoming dividend of NT$10.00 per shareEligible shareholders must have bought the stock before 16 July 2024. Payment date: 21 August 2024. Payout ratio and cash payout ratio are on the higher end at 94% and 76% respectively. Trailing yield: 4.1%. Lower than top quartile of Taiwanese dividend payers (4.2%). In line with average of industry peers (4.0%).
New Risk • May 21New major risk - Revenue and earnings growthEarnings have declined by 3.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 97% Cash payout ratio: 229% Earnings have declined by 3.8% per year over the past 5 years.
Reported Earnings • May 18First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: EPS: NT$2.52 (down from NT$4.21 in 1Q 2023). Revenue: NT$1.54b (up 5.3% from 1Q 2023). Net income: NT$89.8m (down 40% from 1Q 2023). Profit margin: 5.8% (down from 10% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Hospitality industry in Taiwan. 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 18% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 19Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: NT$12.37 (up from NT$3.15 in FY 2022). Revenue: NT$5.72b (up 26% from FY 2022). Net income: NT$440.1m (up 297% from FY 2022). Profit margin: 7.7% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Hospitality industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Mar 19New major risk - Revenue and earnings growthEarnings have declined by 11% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (2.4% increase in shares outstanding).
お知らせ • Mar 14TTFB Company Limited, Annual General Meeting, Jun 18, 2024TTFB Company Limited, Annual General Meeting, Jun 18, 2024.
Price Target Changed • Nov 17Price target decreased by 17% to NT$308Down from NT$369, the current price target is an average from 3 analysts. New target price is 32% above last closing price of NT$234. Stock is up 34% over the past year. The company is forecast to post earnings per share of NT$15.89 for next year compared to NT$3.15 last year.
Major Estimate Revision • Sep 23Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from NT$13.95 to NT$15.89. Revenue forecast steady at NT$5.90b. Net income forecast to grow 33% next year vs 37% growth forecast for Hospitality industry in Taiwan. Consensus price target broadly unchanged at NT$368. Share price fell 7.1% to NT$254 over the past week.
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: NT$4.07 (vs NT$2.73 loss in 2Q 2022)Second quarter 2023 results: EPS: NT$4.07 (up from NT$2.73 loss in 2Q 2022). Revenue: NT$1.38b (up 62% from 2Q 2022). Net income: NT$125.9m (up NT$220.5m from 2Q 2022). Profit margin: 9.1% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 07Upcoming dividend of NT$3.50 per share at 1.1% yieldEligible shareholders must have bought the stock before 14 August 2023. Payment date: 18 September 2023. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (2.1%).
Reported Earnings • May 17First quarter 2023 earnings released: EPS: NT$4.84 (vs NT$2.20 in 1Q 2022)First quarter 2023 results: EPS: NT$4.84 (up from NT$2.20 in 1Q 2022). Revenue: NT$1.46b (up 21% from 1Q 2022). Net income: NT$149.6m (up 126% from 1Q 2022). Profit margin: 10% (up from 5.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$273, the stock trades at a trailing P/E ratio of 76.1x. Average forward P/E is 21x in the Hospitality industry in Taiwan. Total returns to shareholders of 80% over the past three years.
Reported Earnings • Apr 06Full year 2022 earnings released: EPS: NT$3.62 (vs NT$5.35 in FY 2021)Full year 2022 results: EPS: NT$3.62 (down from NT$5.35 in FY 2021). Revenue: NT$4.54b (up 7.3% from FY 2021). Net income: NT$110.7m (down 31% from FY 2021). Profit margin: 2.4% (down from 3.8% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
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. 8 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$3.94 (vs NT$0.80 loss in 3Q 2021)Third quarter 2022 results: EPS: NT$3.94 (up from NT$0.80 loss in 3Q 2021). Revenue: NT$1.25b (up 48% from 3Q 2021). Net income: NT$118.7m (up NT$142.8m from 3Q 2021). Profit margin: 9.5% (up from net loss in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 17Second quarter 2022 earnings released: NT$4.13 loss per share (vs NT$0.86 loss in 2Q 2021)Second quarter 2022 results: NT$4.13 loss per share (down from NT$0.86 loss in 2Q 2021). Revenue: NT$855.3m (down 7.7% from 2Q 2021). Net loss: NT$94.6m (loss widened 381% from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Aug 11Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 16 September 2022. Payout ratio is on the higher end at 89%, and the cash payout ratio is above 100%. Trailing yield: 1.8%. Lower than top quartile of Taiwanese dividend payers (6.6%). Lower than average of industry peers (3.5%).
Reported Earnings • May 22First quarter 2022 earnings released: EPS: NT$2.89 (vs NT$5.45 in 1Q 2021)First quarter 2022 results: EPS: NT$2.89 (down from NT$5.45 in 1Q 2021). Revenue: NT$1.21b (down 4.8% from 1Q 2021). Net income: NT$66.2m (down 47% from 1Q 2021). Profit margin: 5.5% (down from 9.9% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
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. 8 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 03Full year 2021 earnings released: EPS: NT$7.04 (vs NT$15.95 in FY 2020)Full year 2021 results: EPS: NT$7.04 (down from NT$15.95 in FY 2020). Revenue: NT$4.23b (down 8.3% from FY 2020). Net income: NT$161.1m (down 56% from FY 2020). Profit margin: 3.8% (down from 8.0% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 5% per year.
Reported Earnings • Nov 16Third quarter 2021 earnings released: NT$1.06 loss per share (vs NT$7.61 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: NT$844.9m (down 34% from 3Q 2020). Net loss: NT$24.2m (down 114% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has increased by 1% per year.
Upcoming Dividend • Oct 18Upcoming dividend of NT$14.50 per shareEligible shareholders must have bought the stock before 25 October 2021. Payment date: 19 November 2021. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (3.2%).
Reported Earnings • Aug 18Second quarter 2021 earnings released: NT$0.86 loss per share (vs NT$2.18 profit in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: NT$926.8m (down 10.0% from 2Q 2020). Net loss: NT$19.7m (down 139% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has remained flat.
Reported Earnings • May 18First quarter 2021 earnings released: EPS NT$5.45 (vs NT$1.25 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$1.27b (up 15% from 1Q 2020). Net income: NT$124.8m (up 331% from 1Q 2020). Profit margin: 9.9% (up from 2.6% 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 1% per year whereas the company’s share price has fallen by 4% per year.
分析記事 • Apr 26Returns On Capital At TTFB (GTSM:2729) Paint A Concerning PictureIf 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...
分析記事 • Apr 05Here's Why TTFB (GTSM:2729) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • Apr 01Full year 2020 earnings released: EPS NT$15.95 (vs NT$15.51 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$4.61b (down 5.9% from FY 2019). Net income: NT$369.8m (up 2.5% from FY 2019). Profit margin: 8.0% (up from 7.4% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
分析記事 • Mar 18How Does TTFB Company Limited (GTSM:2729) Fare As A Dividend Stock?Dividend paying stocks like TTFB Company Limited ( GTSM:2729 ) tend to be popular with investors, and for good reason...
分析記事 • Feb 28Are Robust Financials Driving The Recent Rally In TTFB Company Limited's (GTSM:2729) Stock?Most readers would already be aware that TTFB's (GTSM:2729) stock increased significantly by 9.3% over the past month...
分析記事 • Feb 10TTFB's (GTSM:2729) Shareholders Are Down 11% On Their SharesThe simplest way to benefit from a rising market is to buy an index fund. But if you buy individual stocks, you can do...
分析記事 • Jan 26The Trends At TTFB (GTSM:2729) That You Should Know AboutWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Is New 90 Day High Low • Jan 25New 90-day low: NT$220The company is down 3.0% from its price of NT$226 on 28 October 2020. The Taiwanese market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 1.0% over the same period.
分析記事 • Jan 11Here's Why TTFB's (GTSM:2729) Statutory Earnings Are Arguably Too ConservativeBroadly speaking, profitable businesses are less risky than unprofitable ones. That said, the current statutory profit...
分析記事 • Dec 27Is TTFB (GTSM:2729) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Dec 09Does TTFB Company Limited (GTSM:2729) Have A Place In Your Dividend Portfolio?Dividend paying stocks like TTFB Company Limited ( GTSM:2729 ) tend to be popular with investors, and for good reason...
分析記事 • Nov 24TTFB Company Limited's (GTSM:2729) Stock Is Going Strong: Is the Market Following Fundamentals?Most readers would already be aware that TTFB's (GTSM:2729) stock increased significantly by 11% over the past three...
Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$7.61The company reported a solid third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: NT$1.29b (flat on 3Q 2019). Net income: NT$177.0m (up 54% from 3Q 2019). Profit margin: 14% (up from 8.9% in 3Q 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Nov 11New 90-day high: NT$243The company is up 8.0% from its price of NT$226 on 13 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 4.0% over the same period.
