View ValuationTofu Restaurant 将来の成長Future 基準チェック /06現在、 Tofu Restaurantの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Hospitality 収益成長16.8%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 20First quarter 2026 earnings released: EPS: NT$4.08 (vs NT$3.84 in 1Q 2025)First quarter 2026 results: EPS: NT$4.08 (up from NT$3.84 in 1Q 2025). Revenue: NT$1.10b (up 9.5% from 1Q 2025). Net income: NT$108.9m (up 6.2% from 1Q 2025). Profit margin: 9.9% (in line with 1Q 2025). 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 12% per year, which means it is significantly lagging earnings.Upcoming Dividend • Apr 02Upcoming dividend of NT$13.50 per shareEligible shareholders must have bought the stock before 09 April 2026. Payment date: 30 April 2026. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 6.7%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (5.4%).Reported Earnings • Mar 18Full year 2025 earnings released: EPS: NT$15.04 (vs NT$15.66 in FY 2024)Full year 2025 results: EPS: NT$15.04 (down from NT$15.66 in FY 2024). Revenue: NT$4.07b (up 12% from FY 2024). Net income: NT$401.5m (down 3.1% from FY 2024). Profit margin: 9.9% (down from 11% in FY 2024). The decrease in margin was driven by higher expenses. 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 7% per year, which means it is significantly lagging earnings.Declared Dividend • Mar 14Dividend reduced to NT$13.50Dividend of NT$13.50 is 3.6% lower than last year. Ex-date: 9th April 2026 Payment date: 30th April 2026 Dividend yield will be 6.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 12% per year over the past 5 years. However, payments have been volatile during that time. Earnings per share has grown by 14% over the last 5 years, which if continued should maintain adequate earnings cover for the dividend.お知らせ • Mar 13Tofu Restaurant Co., Ltd. announces Annual dividend, payable on April 30, 2026Tofu Restaurant Co., Ltd. announced Annual dividend of TWD 13.5000 per share payable on April 30, 2026, ex-date on April 09, 2026 and record date on April 10, 2026.お知らせ • Mar 12Tofu Restaurant Co., Ltd., Annual General Meeting, Jun 17, 2026Tofu Restaurant Co., Ltd., Annual General Meeting, Jun 17, 2026. Location: 4 floor no,42, sec.2 min ch`uan e. rd., jhongshan district, taipei city TaiwanReported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$4.34 (vs NT$3.52 in 3Q 2024)Third quarter 2025 results: EPS: NT$4.34 (up from NT$3.52 in 3Q 2024). Revenue: NT$1.05b (up 8.7% from 3Q 2024). Net income: NT$115.8m (up 24% from 3Q 2024). Profit margin: 11% (up from 9.7% in 3Q 2024). The increase in margin was driven by higher revenue. 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 6% per year.Buy Or Sell Opportunity • Oct 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.4% to NT$200. The fair value is estimated to be NT$250, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 18%.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$3.00 (vs NT$3.77 in 2Q 2024)Second quarter 2025 results: EPS: NT$3.00 (down from NT$3.77 in 2Q 2024). Revenue: NT$957.6m (up 12% from 2Q 2024). Net income: NT$80.2m (down 19% from 2Q 2024). Profit margin: 8.4% (down from 12% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 17First quarter 2025 earnings released: EPS: NT$3.84 (vs NT$3.90 in 1Q 2024)First quarter 2025 results: EPS: NT$3.84. Revenue: NT$1.00b (up 17% from 1Q 2024). Net income: NT$102.6m (flat on 1Q 2024). Profit margin: 10% (down from 12% in 1Q 2024). The decrease in margin was driven by higher expenses.Reported Earnings • Apr 01Full year 2024 earnings released: EPS: NT$15.66 (vs NT$14.78 in FY 2023)Full year 2024 results: EPS: NT$15.66 (up from NT$14.78 in FY 2023). Revenue: NT$3.65b (up 18% from FY 2023). Net income: NT$414.2m (up 6.7% from FY 2023). Profit margin: 11% (down from 13% 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 30% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 14Tofu Restaurant Co., Ltd., Annual General Meeting, May 28, 2025Tofu Restaurant Co., Ltd., Annual General Meeting, May 28, 2025, at 09:00 Taipei Standard Time. Location: 4 floor no,42, sec.2 min ch`uan e. rd., jhongshan district, taipei city TaiwanDeclared Dividend • Mar 14Dividend increased to NT$14.00Dividend of NT$14.00 is 5.3% higher than last year. Ex-date: 27th March 2025 Payment date: 21st April 2025 Dividend yield will be 5.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio) nor is it adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 13% per year over the past 4 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 3.5% to bring the payout ratio under control, which is less than the 19% EPS growth achieved over the last 5 years.お知らせ • Mar 13Tofu Restaurant Co., Ltd. announces Annual dividend, payable on April 21, 2025Tofu Restaurant Co., Ltd. announced Annual dividend of TWD 14.0000 per share payable on April 21, 2025, ex-date on March 27, 2025 and record date on March 29, 2025.Board Change • Feb 03Less 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. No highly experienced directors. 1 independent director (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 19Third quarter 2024 earnings released: EPS: NT$3.52 (vs NT$4.16 in 3Q 2023)Third quarter 2024 results: EPS: NT$3.52 (down from NT$4.16 in 3Q 2023). Revenue: NT$961.9m (up 18% from 3Q 2023). Net income: NT$93.4m (down 14% from 3Q 2023). Profit margin: 9.7% (down from 13% 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 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$3.77 (vs NT$3.54 in 2Q 2023)Second quarter 2024 results: EPS: NT$3.77 (up from NT$3.54 in 2Q 2023). Revenue: NT$856.9m (up 14% from 2Q 2023). Net income: NT$99.0m (up 6.5% from 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$3.90 (vs NT$4.00 in 1Q 2023)First quarter 2024 results: EPS: NT$3.90 (down from NT$4.00 in 1Q 2023). Revenue: NT$859.6m (up 15% from 1Q 2023). Net income: NT$102.5m (down 2.5% from 1Q 2023). Profit margin: 12% (down from 14% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 27% per year.Reported Earnings • Mar 29Full year 2023 earnings released: EPS: NT$14.78 (vs NT$10.36 in FY 2022)Full year 2023 results: EPS: NT$14.78 (up from NT$10.36 in FY 2022). Revenue: NT$3.10b (up 28% from FY 2022). Net income: NT$388.3m (up 45% from FY 2022). Profit margin: 13% (up from 11% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 21Upcoming dividend of NT$13.30 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 5.0%. Within top quartile of Taiwanese dividend payers (4.7%). Higher than average of industry peers (3.5%).お知らせ • Mar 14Tofu Restaurant Co., Ltd., Annual General Meeting, May 30, 2024Tofu Restaurant Co., Ltd., Annual General Meeting, May 30, 2024.Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: NT$3.54 (vs NT$0.59 in 2Q 2022)Second quarter 2023 results: EPS: NT$3.54 (up from NT$0.59 in 2Q 2022). Revenue: NT$749.4m (up 60% from 2Q 2022). Net income: NT$93.0m (up NT$77.7m from 2Q 2022). Profit margin: 12% (up from 3.3% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.Reported Earnings • May 17First quarter 2023 earnings released: EPS: NT$4.00 (vs NT$2.40 in 1Q 2022)First quarter 2023 results: EPS: NT$4.00 (up from NT$2.40 in 1Q 2022). Revenue: NT$748.6m (up 32% from 1Q 2022). Net income: NT$105.1m (up 70% from 1Q 2022). Profit margin: 14% (up from 11% in 1Q 2022). The increase in margin was driven by higher revenue. 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 41% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 31Full year 2022 earnings released: EPS: NT$10.36 (vs NT$5.97 in FY 2021)Full year 2022 results: EPS: NT$10.36 (up from NT$5.97 in FY 2021). Revenue: NT$2.42b (up 35% from FY 2021). Net income: NT$267.4m (up 75% from FY 2021). Profit margin: 11% (up from 8.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of NT$10.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 April 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (6.0%). Higher than average of industry peers (2.4%).Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: NT$3.25 (vs NT$0.027 in 3Q 2021)Third quarter 2022 results: EPS: NT$3.25 (up from NT$0.027 in 3Q 2021). Revenue: NT$685.8m (up 86% from 3Q 2021). Net income: NT$83.8m (up NT$83.2m from 3Q 2021). Profit margin: 12% (up from 0.2% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: NT$0.66 (vs NT$0.28 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.66 (up from NT$0.28 in 2Q 2021). Revenue: NT$467.1m (up 50% from 2Q 2021). Net income: NT$15.3m (up 140% from 2Q 2021). Profit margin: 3.3% (up from 2.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 6% per year.Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$2.69 (vs NT$2.64 in 1Q 2021)First quarter 2022 results: EPS: NT$2.69 (up from NT$2.64 in 1Q 2021). Revenue: NT$565.9m (up 12% from 1Q 2021). Net income: NT$61.9m (up 3.4% from 1Q 2021). Profit margin: 11% (in line with 1Q 2021). 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 8% per year.Reported Earnings • Apr 01Full year 2021 earnings released: EPS: NT$6.68 (vs NT$10.29 in FY 2020)Full year 2021 results: EPS: NT$6.68 (down from NT$10.29 in FY 2020). Revenue: NT$1.79b (flat on FY 2020). Net income: NT$153.1m (down 34% from FY 2020). Profit margin: 8.5% (down from 13% in FY 2020). 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 9% per year.Upcoming Dividend • Mar 18Upcoming dividend of NT$4.50 per shareEligible shareholders must have bought the stock before 25 March 2022. Payment date: 18 April 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.7%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.4%).Reported Earnings • Nov 16Third quarter 2021 earnings released: EPS NT$0.03 (vs NT$3.71 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$369.7m (down 29% from 3Q 2020). Net income: NT$690.0k (down 99% from 3Q 2020). Profit margin: 0.2% (down from 16% in 3Q 2020). The decrease in margin was driven by lower revenue. 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 25% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$0.28 (vs NT$2.39 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$311.4m (down 21% from 2Q 2020). Net income: NT$6.37m (down 88% from 2Q 2020). Profit margin: 2.0% (down from 14% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$162, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 25x in the Hospitality industry in Taiwan. Total returns to shareholders of 1.3% over the past year.Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$2.64 (vs NT$1.65 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$507.6m (up 33% from 1Q 2020). Net income: NT$59.9m (up 63% from 1Q 2020). Profit margin: 12% (up from 9.6% in 1Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Mar 25Full year 2020 earnings released: EPS NT$10.29 (vs NT$6.47 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$1.81b (up 29% from FY 2019). Net income: NT$230.9m (up 77% from FY 2019). Profit margin: 13% (up from 9.3% in FY 2019). The increase in margin was driven by higher revenue.Upcoming Dividend • Mar 18First Dividend Is NT$9.00 Per ShareWill be paid on the 19th of April to those who are registered shareholders by the 25th of March. This is the first dividend for Tofu Restaurant since going public. The average dividend yield among industry peers is 3.5%.お知らせ • Mar 11Tofu Restaurant Co., Ltd., Annual General Meeting, May 25, 2021Tofu Restaurant Co., Ltd., Annual General Meeting, May 25, 2021.分析記事 • Mar 10Estimating The Intrinsic Value Of Tofu Restaurant Co., Ltd. (GTSM:2752)Today we will run through one way of estimating the intrinsic value of Tofu Restaurant Co., Ltd. ( GTSM:2752 ) by...Is New 90 Day High Low • Feb 26New 90-day high: NT$186The company is up 9.0% from its price of NT$171 on 27 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Hospitality industry, which is up 4.0% over the same period.分析記事 • Feb 13Should You Be Impressed By Tofu Restaurant's (GTSM:2752) Returns on Capital?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Is New 90 Day High Low • Jan 27New 90-day low: NT$161The company is down 1.0% from its price of NT$162 on 30 October 2020. The Taiwanese market is up 21% 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 16Is Tofu Restaurant Co., Ltd.'s (GTSM:2752) Latest Stock Performance Being Led By Its Strong Fundamentals?Tofu Restaurant's (GTSM:2752) stock is up by 5.0% over the past three months. Given that the market rewards strong...分析記事 • Dec 26The Tofu Restaurant (GTSM:2752) Share Price Has Gained 52% And Shareholders Are Hoping For MoreThese days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But one can do...分析記事 • Dec 05Tofu Restaurant's (GTSM:2752) Earnings Are Growing But Is There More To The Story?Broadly speaking, profitable businesses are less risky than unprofitable ones. That said, the current statutory profit...Is New 90 Day High Low • Nov 24New 90-day high: NT$175The company is up 5.0% from its price of NT$166 on 26 August 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 9.0% over the same period.Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$3.71The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$521.2m (up 41% from 3Q 2019). Net income: NT$83.5m (up 110% from 3Q 2019). Profit margin: 16% (up from 11% in 3Q 2019). The increase in margin was driven by higher revenue. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Tofu Restaurant は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TPEX:2752 - 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3/31/20264,167408646754N/A12/31/20254,072401651745N/A9/30/20253,976418631727N/A6/30/20253,892395513630N/A3/31/20253,792414454604N/A12/31/20243,650414417595N/A9/30/20243,464376375542N/A6/30/20243,318392517664N/A3/31/20243,210386557685N/A12/31/20233,099388509599N/A9/30/20233,010414580674N/A6/30/20232,881388492573N/A3/31/20232,599311352439N/A12/31/20222,416267336436N/A9/30/20222,323247278366N/A6/30/20222,007164157269N/A3/31/20221,851155151352N/A12/31/20211,793153222403N/A9/30/20211,70112432359N/A6/30/20211,852207130476N/A3/31/20211,932254202449N/A12/31/20201,806231164421N/A9/30/20201,666205228341N/A6/30/20201,514161231299N/A3/31/20201,457141223280N/A12/31/20191,395130N/A254N/A9/30/20191,318129N/A267N/A6/30/20191,256124N/A220N/A3/31/20191,181117N/A203N/A12/31/20181,106115N/A181N/A9/30/20181,058111N/A157N/A6/30/2018997103N/A137N/A3/31/201895696N/A113N/A12/31/201793093N/A96N/A12/31/201676992N/A138N/A12/31/201555269N/A88N/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: 2752の予測収益成長が 貯蓄率 ( 1.3% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 2752の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 2752の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 2752の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 2752の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 2752の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/15 20:41終値2026/08/14 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Tofu Restaurant Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Xin LiuCapital Securities Corporation
Reported Earnings • May 20First quarter 2026 earnings released: EPS: NT$4.08 (vs NT$3.84 in 1Q 2025)First quarter 2026 results: EPS: NT$4.08 (up from NT$3.84 in 1Q 2025). Revenue: NT$1.10b (up 9.5% from 1Q 2025). Net income: NT$108.9m (up 6.2% from 1Q 2025). Profit margin: 9.9% (in line with 1Q 2025). 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 12% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 02Upcoming dividend of NT$13.50 per shareEligible shareholders must have bought the stock before 09 April 2026. Payment date: 30 April 2026. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 6.7%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (5.4%).
Reported Earnings • Mar 18Full year 2025 earnings released: EPS: NT$15.04 (vs NT$15.66 in FY 2024)Full year 2025 results: EPS: NT$15.04 (down from NT$15.66 in FY 2024). Revenue: NT$4.07b (up 12% from FY 2024). Net income: NT$401.5m (down 3.1% from FY 2024). Profit margin: 9.9% (down from 11% in FY 2024). The decrease in margin was driven by higher expenses. 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 7% per year, which means it is significantly lagging earnings.
Declared Dividend • Mar 14Dividend reduced to NT$13.50Dividend of NT$13.50 is 3.6% lower than last year. Ex-date: 9th April 2026 Payment date: 30th April 2026 Dividend yield will be 6.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 12% per year over the past 5 years. However, payments have been volatile during that time. Earnings per share has grown by 14% over the last 5 years, which if continued should maintain adequate earnings cover for the dividend.
お知らせ • Mar 13Tofu Restaurant Co., Ltd. announces Annual dividend, payable on April 30, 2026Tofu Restaurant Co., Ltd. announced Annual dividend of TWD 13.5000 per share payable on April 30, 2026, ex-date on April 09, 2026 and record date on April 10, 2026.
お知らせ • Mar 12Tofu Restaurant Co., Ltd., Annual General Meeting, Jun 17, 2026Tofu Restaurant Co., Ltd., Annual General Meeting, Jun 17, 2026. Location: 4 floor no,42, sec.2 min ch`uan e. rd., jhongshan district, taipei city Taiwan
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$4.34 (vs NT$3.52 in 3Q 2024)Third quarter 2025 results: EPS: NT$4.34 (up from NT$3.52 in 3Q 2024). Revenue: NT$1.05b (up 8.7% from 3Q 2024). Net income: NT$115.8m (up 24% from 3Q 2024). Profit margin: 11% (up from 9.7% in 3Q 2024). The increase in margin was driven by higher revenue. 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 6% per year.
Buy Or Sell Opportunity • Oct 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.4% to NT$200. The fair value is estimated to be NT$250, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 18%.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$3.00 (vs NT$3.77 in 2Q 2024)Second quarter 2025 results: EPS: NT$3.00 (down from NT$3.77 in 2Q 2024). Revenue: NT$957.6m (up 12% from 2Q 2024). Net income: NT$80.2m (down 19% from 2Q 2024). Profit margin: 8.4% (down from 12% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 17First quarter 2025 earnings released: EPS: NT$3.84 (vs NT$3.90 in 1Q 2024)First quarter 2025 results: EPS: NT$3.84. Revenue: NT$1.00b (up 17% from 1Q 2024). Net income: NT$102.6m (flat on 1Q 2024). Profit margin: 10% (down from 12% in 1Q 2024). The decrease in margin was driven by higher expenses.
Reported Earnings • Apr 01Full year 2024 earnings released: EPS: NT$15.66 (vs NT$14.78 in FY 2023)Full year 2024 results: EPS: NT$15.66 (up from NT$14.78 in FY 2023). Revenue: NT$3.65b (up 18% from FY 2023). Net income: NT$414.2m (up 6.7% from FY 2023). Profit margin: 11% (down from 13% 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 30% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 14Tofu Restaurant Co., Ltd., Annual General Meeting, May 28, 2025Tofu Restaurant Co., Ltd., Annual General Meeting, May 28, 2025, at 09:00 Taipei Standard Time. Location: 4 floor no,42, sec.2 min ch`uan e. rd., jhongshan district, taipei city Taiwan
Declared Dividend • Mar 14Dividend increased to NT$14.00Dividend of NT$14.00 is 5.3% higher than last year. Ex-date: 27th March 2025 Payment date: 21st April 2025 Dividend yield will be 5.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio) nor is it adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 13% per year over the past 4 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 3.5% to bring the payout ratio under control, which is less than the 19% EPS growth achieved over the last 5 years.
お知らせ • Mar 13Tofu Restaurant Co., Ltd. announces Annual dividend, payable on April 21, 2025Tofu Restaurant Co., Ltd. announced Annual dividend of TWD 14.0000 per share payable on April 21, 2025, ex-date on March 27, 2025 and record date on March 29, 2025.
Board Change • Feb 03Less 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. No highly experienced directors. 1 independent director (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 19Third quarter 2024 earnings released: EPS: NT$3.52 (vs NT$4.16 in 3Q 2023)Third quarter 2024 results: EPS: NT$3.52 (down from NT$4.16 in 3Q 2023). Revenue: NT$961.9m (up 18% from 3Q 2023). Net income: NT$93.4m (down 14% from 3Q 2023). Profit margin: 9.7% (down from 13% 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 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$3.77 (vs NT$3.54 in 2Q 2023)Second quarter 2024 results: EPS: NT$3.77 (up from NT$3.54 in 2Q 2023). Revenue: NT$856.9m (up 14% from 2Q 2023). Net income: NT$99.0m (up 6.5% from 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$3.90 (vs NT$4.00 in 1Q 2023)First quarter 2024 results: EPS: NT$3.90 (down from NT$4.00 in 1Q 2023). Revenue: NT$859.6m (up 15% from 1Q 2023). Net income: NT$102.5m (down 2.5% from 1Q 2023). Profit margin: 12% (down from 14% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 27% per year.
Reported Earnings • Mar 29Full year 2023 earnings released: EPS: NT$14.78 (vs NT$10.36 in FY 2022)Full year 2023 results: EPS: NT$14.78 (up from NT$10.36 in FY 2022). Revenue: NT$3.10b (up 28% from FY 2022). Net income: NT$388.3m (up 45% from FY 2022). Profit margin: 13% (up from 11% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 21Upcoming dividend of NT$13.30 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 5.0%. Within top quartile of Taiwanese dividend payers (4.7%). Higher than average of industry peers (3.5%).
お知らせ • Mar 14Tofu Restaurant Co., Ltd., Annual General Meeting, May 30, 2024Tofu Restaurant Co., Ltd., Annual General Meeting, May 30, 2024.
Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: NT$3.54 (vs NT$0.59 in 2Q 2022)Second quarter 2023 results: EPS: NT$3.54 (up from NT$0.59 in 2Q 2022). Revenue: NT$749.4m (up 60% from 2Q 2022). Net income: NT$93.0m (up NT$77.7m from 2Q 2022). Profit margin: 12% (up from 3.3% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.
Reported Earnings • May 17First quarter 2023 earnings released: EPS: NT$4.00 (vs NT$2.40 in 1Q 2022)First quarter 2023 results: EPS: NT$4.00 (up from NT$2.40 in 1Q 2022). Revenue: NT$748.6m (up 32% from 1Q 2022). Net income: NT$105.1m (up 70% from 1Q 2022). Profit margin: 14% (up from 11% in 1Q 2022). The increase in margin was driven by higher revenue. 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 41% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 31Full year 2022 earnings released: EPS: NT$10.36 (vs NT$5.97 in FY 2021)Full year 2022 results: EPS: NT$10.36 (up from NT$5.97 in FY 2021). Revenue: NT$2.42b (up 35% from FY 2021). Net income: NT$267.4m (up 75% from FY 2021). Profit margin: 11% (up from 8.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of NT$10.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 April 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (6.0%). Higher than average of industry peers (2.4%).
Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: NT$3.25 (vs NT$0.027 in 3Q 2021)Third quarter 2022 results: EPS: NT$3.25 (up from NT$0.027 in 3Q 2021). Revenue: NT$685.8m (up 86% from 3Q 2021). Net income: NT$83.8m (up NT$83.2m from 3Q 2021). Profit margin: 12% (up from 0.2% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: NT$0.66 (vs NT$0.28 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.66 (up from NT$0.28 in 2Q 2021). Revenue: NT$467.1m (up 50% from 2Q 2021). Net income: NT$15.3m (up 140% from 2Q 2021). Profit margin: 3.3% (up from 2.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 6% per year.
Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$2.69 (vs NT$2.64 in 1Q 2021)First quarter 2022 results: EPS: NT$2.69 (up from NT$2.64 in 1Q 2021). Revenue: NT$565.9m (up 12% from 1Q 2021). Net income: NT$61.9m (up 3.4% from 1Q 2021). Profit margin: 11% (in line with 1Q 2021). 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 8% per year.
Reported Earnings • Apr 01Full year 2021 earnings released: EPS: NT$6.68 (vs NT$10.29 in FY 2020)Full year 2021 results: EPS: NT$6.68 (down from NT$10.29 in FY 2020). Revenue: NT$1.79b (flat on FY 2020). Net income: NT$153.1m (down 34% from FY 2020). Profit margin: 8.5% (down from 13% in FY 2020). 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 9% per year.
Upcoming Dividend • Mar 18Upcoming dividend of NT$4.50 per shareEligible shareholders must have bought the stock before 25 March 2022. Payment date: 18 April 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.7%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.4%).
Reported Earnings • Nov 16Third quarter 2021 earnings released: EPS NT$0.03 (vs NT$3.71 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$369.7m (down 29% from 3Q 2020). Net income: NT$690.0k (down 99% from 3Q 2020). Profit margin: 0.2% (down from 16% in 3Q 2020). The decrease in margin was driven by lower revenue. 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 25% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$0.28 (vs NT$2.39 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$311.4m (down 21% from 2Q 2020). Net income: NT$6.37m (down 88% from 2Q 2020). Profit margin: 2.0% (down from 14% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$162, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 25x in the Hospitality industry in Taiwan. Total returns to shareholders of 1.3% over the past year.
Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$2.64 (vs NT$1.65 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$507.6m (up 33% from 1Q 2020). Net income: NT$59.9m (up 63% from 1Q 2020). Profit margin: 12% (up from 9.6% in 1Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Mar 25Full year 2020 earnings released: EPS NT$10.29 (vs NT$6.47 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$1.81b (up 29% from FY 2019). Net income: NT$230.9m (up 77% from FY 2019). Profit margin: 13% (up from 9.3% in FY 2019). The increase in margin was driven by higher revenue.
Upcoming Dividend • Mar 18First Dividend Is NT$9.00 Per ShareWill be paid on the 19th of April to those who are registered shareholders by the 25th of March. This is the first dividend for Tofu Restaurant since going public. The average dividend yield among industry peers is 3.5%.
お知らせ • Mar 11Tofu Restaurant Co., Ltd., Annual General Meeting, May 25, 2021Tofu Restaurant Co., Ltd., Annual General Meeting, May 25, 2021.
分析記事 • Mar 10Estimating The Intrinsic Value Of Tofu Restaurant Co., Ltd. (GTSM:2752)Today we will run through one way of estimating the intrinsic value of Tofu Restaurant Co., Ltd. ( GTSM:2752 ) by...
Is New 90 Day High Low • Feb 26New 90-day high: NT$186The company is up 9.0% from its price of NT$171 on 27 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Hospitality industry, which is up 4.0% over the same period.
分析記事 • Feb 13Should You Be Impressed By Tofu Restaurant's (GTSM:2752) Returns on Capital?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Is New 90 Day High Low • Jan 27New 90-day low: NT$161The company is down 1.0% from its price of NT$162 on 30 October 2020. The Taiwanese market is up 21% 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 16Is Tofu Restaurant Co., Ltd.'s (GTSM:2752) Latest Stock Performance Being Led By Its Strong Fundamentals?Tofu Restaurant's (GTSM:2752) stock is up by 5.0% over the past three months. Given that the market rewards strong...
分析記事 • Dec 26The Tofu Restaurant (GTSM:2752) Share Price Has Gained 52% And Shareholders Are Hoping For MoreThese days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But one can do...
分析記事 • Dec 05Tofu Restaurant's (GTSM:2752) Earnings Are Growing But Is There More To The Story?Broadly speaking, profitable businesses are less risky than unprofitable ones. That said, the current statutory profit...
Is New 90 Day High Low • Nov 24New 90-day high: NT$175The company is up 5.0% from its price of NT$166 on 26 August 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 9.0% over the same period.
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$3.71The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$521.2m (up 41% from 3Q 2019). Net income: NT$83.5m (up 110% from 3Q 2019). Profit margin: 16% (up from 11% in 3Q 2019). The increase in margin was driven by higher revenue.