Sesoda（1708）株式概要セソーダ・コーポレーションは台湾で硫酸カリ（SOP）を製造・販売している。 詳細1708 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績2/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より32.3%で取引されている リスク分析不安定な配当実績 すべてのリスクチェックを見る1708 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$39.558.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture08b2016201920222025202620282031Revenue NT$7.8bEarnings NT$1.1bAdvancedSet Fair ValueView all narrativesSesoda Corporation 競合他社CH Biotech R&DSymbol: TWSE:6534Market cap: NT$9.7bSinonSymbol: TWSE:1712Market cap: NT$17.0bAll Cosmos Bio-Tech HoldingSymbol: TWSE:4148Market cap: NT$2.3bTaiwan FertilizerSymbol: TWSE:1722Market cap: NT$44.8b価格と性能株価の高値、安値、推移の概要Sesoda過去の株価現在の株価NT$39.5552週高値NT$47.4552週安値NT$29.45ベータ0.0821ヶ月の変化0.64%3ヶ月変化12.52%1年変化4.63%3年間の変化6.75%5年間の変化62.07%IPOからの変化32.57%最新ニュースReported Earnings • May 17First quarter 2026 earnings released: EPS: NT$1.11 (vs NT$1.03 in 1Q 2025)First quarter 2026 results: EPS: NT$1.11 (up from NT$1.03 in 1Q 2025). Revenue: NT$1.55b (up 2.3% from 1Q 2025). Net income: NT$277.6m (up 8.1% from 1Q 2025). Profit margin: 18% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Declared Dividend • May 13Dividend reduced to NT$1.60Dividend of NT$1.60 is 20% lower than last year. Ex-date: 28th May 2026 Payment date: 26th June 2026 Dividend yield will be 3.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 36% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Apr 30Now 21% undervaluedOver the last 90 days, the stock has risen 25% to NT$41.80. The fair value is estimated to be NT$52.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has grown by 20%.Buy Or Sell Opportunity • Mar 25Now 21% undervaluedOver the last 90 days, the stock has risen 24% to NT$41.20. The fair value is estimated to be NT$52.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has grown by 20%.Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$46.20, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 26x in the Chemicals industry in Taiwan. Total returns to shareholders of 31% over the past three years.Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$3.28 (vs NT$3.91 in FY 2024)Full year 2025 results: EPS: NT$3.28 (down from NT$3.91 in FY 2024). Revenue: NT$6.16b (down 3.3% from FY 2024). Net income: NT$817.9m (down 16% from FY 2024). Profit margin: 13% (down from 15% in FY 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.最新情報をもっと見るRecent updatesReported Earnings • May 17First quarter 2026 earnings released: EPS: NT$1.11 (vs NT$1.03 in 1Q 2025)First quarter 2026 results: EPS: NT$1.11 (up from NT$1.03 in 1Q 2025). Revenue: NT$1.55b (up 2.3% from 1Q 2025). Net income: NT$277.6m (up 8.1% from 1Q 2025). Profit margin: 18% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Declared Dividend • May 13Dividend reduced to NT$1.60Dividend of NT$1.60 is 20% lower than last year. Ex-date: 28th May 2026 Payment date: 26th June 2026 Dividend yield will be 3.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 36% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Apr 30Now 21% undervaluedOver the last 90 days, the stock has risen 25% to NT$41.80. The fair value is estimated to be NT$52.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has grown by 20%.Buy Or Sell Opportunity • Mar 25Now 21% undervaluedOver the last 90 days, the stock has risen 24% to NT$41.20. The fair value is estimated to be NT$52.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has grown by 20%.Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$46.20, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 26x in the Chemicals industry in Taiwan. Total returns to shareholders of 31% over the past three years.Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$3.28 (vs NT$3.91 in FY 2024)Full year 2025 results: EPS: NT$3.28 (down from NT$3.91 in FY 2024). Revenue: NT$6.16b (down 3.3% from FY 2024). Net income: NT$817.9m (down 16% from FY 2024). Profit margin: 13% (down from 15% in FY 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Feb 26Sesoda Corporation, Annual General Meeting, May 20, 2026Sesoda Corporation, Annual General Meeting, May 20, 2026. Location: no,120, hsin ch`eng 1st rd., su-ao township, yilan county TaiwanReported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$1.07 (vs NT$1.17 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.07 (down from NT$1.17 in 3Q 2024). Revenue: NT$1.56b (down 3.9% from 3Q 2024). Net income: NT$265.6m (down 8.8% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.10 (vs NT$1.16 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.10 (down from NT$1.16 in 2Q 2024). Revenue: NT$1.45b (down 11% from 2Q 2024). Net income: NT$25.6m (down 91% from 2Q 2024). Profit margin: 1.8% (down from 18% in 2Q 2024). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 13% per year.Upcoming Dividend • May 21Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 28 May 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 5.3%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (2.8%).お知らせ • May 17Sesoda Corporation Approves Cash Dividend for the Year 2024Sesoda Corporation announced at 2025 regular shareholders meeting held on May 16, 2025, approved acknowledgment of the 2024 earnings distribution: to distribute common stock cash dividends to shareholders of TWD 2 per share.Declared Dividend • May 07Dividend increased to NT$2.00Dividend of NT$2.00 is 33% higher than last year. Ex-date: 28th May 2025 Payment date: 26th June 2025 Dividend yield will be 5.7%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 33% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 06First quarter 2025 earnings released: EPS: NT$1.02 (vs NT$0.81 in 1Q 2024)First quarter 2025 results: EPS: NT$1.02 (up from NT$0.81 in 1Q 2024). Revenue: NT$1.52b (up 5.5% from 1Q 2024). Net income: NT$256.7m (up 27% from 1Q 2024). Profit margin: 17% (up from 14% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 15% per year.お知らせ • Apr 22Sesoda Corporation to Report Q1, 2025 Results on May 05, 2025Sesoda Corporation announced that they will report Q1, 2025 results on May 05, 2025Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to NT$28.90, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 17x in the Chemicals industry in Taiwan. Total loss to shareholders of 49% over the past three years.分析記事 • Mar 23We Think That There Are Issues Underlying Sesoda's (TWSE:1708) EarningsLast week's profit announcement from Sesoda Corporation ( TWSE:1708 ) was underwhelming for investors, despite headline...Reported Earnings • Mar 18Full year 2024 earnings released: EPS: NT$3.91 (vs NT$0.11 loss in FY 2023)Full year 2024 results: EPS: NT$3.91 (up from NT$0.11 loss in FY 2023). Revenue: NT$6.37b (up 8.3% from FY 2023). Net income: NT$974.6m (up NT$1.00b from FY 2023). Profit margin: 15% (up from net loss in FY 2023). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Feb 11Sesoda Corporation, Annual General Meeting, May 16, 2025Sesoda Corporation, Annual General Meeting, May 16, 2025, at 09:00 Taipei Standard Time. Location: no,120, hsin ch`eng 1st rd., su-ao township, yilan county TaiwanReported Earnings • Nov 10Third quarter 2024 earnings released: EPS: NT$1.17 (vs NT$0.42 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.17 (up from NT$0.42 in 3Q 2023). Revenue: NT$1.62b (up 16% from 3Q 2023). Net income: NT$291.2m (up 176% from 3Q 2023). Profit margin: 18% (up from 7.6% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Oct 25Sesoda Corporation to Report Q3, 2024 Results on Nov 08, 2024Sesoda Corporation announced that they will report Q3, 2024 results on Nov 08, 2024Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: NT$1.16 (vs NT$0.37 loss in 2Q 2023)Second quarter 2024 results: EPS: NT$1.16 (up from NT$0.37 loss in 2Q 2023). Revenue: NT$1.62b (up 15% from 2Q 2023). Net income: NT$289.1m (up NT$381.6m from 2Q 2023). Profit margin: 18% (up from net loss in 2Q 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.分析記事 • Aug 13There's Been No Shortage Of Growth Recently For Sesoda's (TWSE:1708) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Jul 27Sesoda Corporation to Report Q2, 2024 Results on Aug 12, 2024Sesoda Corporation announced that they will report Q2, 2024 results on Aug 12, 2024お知らせ • Jul 02Sesoda Corporation Announces Sustainable Development Committee ChangesSesoda Corporation Board of Directors resolved Appointment of the Sustainable Development Committee members. Name and resume of the previous position holder: Hwang Chih-Cheng: General Manager of the Company. Name and resume of the new position holder: Shih Yueh-Hui: Chief Director of Suao Main Plant of the Company; Other members name and resume: Chen Rong-Yuan: Chairman of the Company; Chen Cheng-Te: Vice Chairman of the Company; Liu Chih-Yung: General Manager of the Company; Tsao Ming: Formosa Petrochemical Corporation Director/Chairman; Chu Jih-Chuan: Partner Lawyer of Liu, Chang & Partners. Reason for the change: The term has expired and a new appointment has been made by the Board of Directors. Effective date of the new member is July 01, 2024.New Risk • Jun 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 1,820% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Paying a dividend despite being loss-making. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.4% net profit margin).Upcoming Dividend • May 24Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 31 May 2024. Payment date: 01 July 2024. The company is paying out more than 100% of its profits and is paying out 77% of its cash flow. Trailing yield: 4.3%. Lower than top quartile of Taiwanese dividend payers (4.4%). Higher than average of industry peers (2.1%).Reported Earnings • May 08First quarter 2024 earnings released: EPS: NT$0.81 (vs NT$0.55 loss in 1Q 2023)First quarter 2024 results: EPS: NT$0.81 (up from NT$0.55 loss in 1Q 2023). Revenue: NT$1.44b (down 10% from 1Q 2023). Net income: NT$202.2m (up NT$339.0m from 1Q 2023). Profit margin: 14% (up from net loss in 1Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Reported Earnings • Mar 12Full year 2023 earnings released: NT$0.11 loss per share (vs NT$4.84 profit in FY 2022)Full year 2023 results: NT$0.11 loss per share (down from NT$4.84 profit in FY 2022). Revenue: NT$5.88b (down 27% from FY 2022). Net loss: NT$28.5m (down 102% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Feb 20Sesoda Corporation, Annual General Meeting, May 21, 2024Sesoda Corporation, Annual General Meeting, May 21, 2024. Location: No.120 Xincheng 1st Road, Suao Township, Yilan County Taiwan Agenda: To consider the 2023 Business Report; to consider the Audit Committee's review of the 2023 annual final accounting books and statements; to consider the Report on 2023 employees' and directors' remuneration; to consider the Report on 2023 earnings distribution into cash dividends; and to discuss other matters.New Risk • Nov 08New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risk Paying a dividend despite being loss-making.Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: NT$0.42 (vs NT$1.72 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.42 (down from NT$1.72 in 3Q 2022). Revenue: NT$1.39b (down 38% from 3Q 2022). Net income: NT$105.7m (down 75% from 3Q 2022). Profit margin: 7.6% (down from 19% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 08Second quarter 2023 earnings released: NT$0.37 loss per share (vs NT$1.43 profit in 2Q 2022)Second quarter 2023 results: NT$0.37 loss per share (down from NT$1.43 profit in 2Q 2022). Revenue: NT$1.41b (down 28% from 2Q 2022). Net loss: NT$92.5m (down 126% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 29Upcoming dividend of NT$3.00 per share at 7.7% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 03 August 2023. The company is paying out more than 100% of its profits and is paying out 96% of its cash flow. Trailing yield: 7.7%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.6%).お知らせ • May 19Sesoda Corporation Approves Cash DividendSesoda Corporation at the shareholders meeting held on May 18, 2023, approved cash dividends to shareholders of TWD 3 per common share.Reported Earnings • May 14First quarter 2023 earnings released: NT$0.55 loss per share (vs NT$1.51 profit in 1Q 2022)First quarter 2023 results: NT$0.55 loss per share (down from NT$1.51 profit in 1Q 2022). Revenue: NT$1.61b (down 16% from 1Q 2022). Net loss: NT$136.8m (down 137% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 29Full year 2022 earnings released: EPS: NT$4.84 (vs NT$2.69 in FY 2021)Full year 2022 results: EPS: NT$4.84 (up from NT$2.69 in FY 2021). Revenue: NT$8.03b (up 67% from FY 2021). Net income: NT$1.20b (up 80% from FY 2021). Profit margin: 15% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Jih-Chuan Chu was the last independent director to join the board, commencing their role in 2021. 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 11Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: NT$2.25b (up 85% from 3Q 2021). Net income: NT$427.3m (up 192% from 3Q 2021). Profit margin: 19% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$41.20, the stock trades at a trailing P/E ratio of 8.4x. Average trailing P/E is 14x in the Chemicals industry in Taiwan. Total returns to shareholders of 107% over the past three years.Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: NT$1.43 (vs NT$0.52 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.43 (up from NT$0.52 in 2Q 2021). Revenue: NT$1.96b (up 71% from 2Q 2021). Net income: NT$356.5m (up 173% from 2Q 2021). Profit margin: 18% (up from 11% 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 61% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 14Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 21 July 2022. Payment date: 19 August 2022. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of Taiwanese dividend payers (6.8%). Lower than average of industry peers (8.3%).お知らせ • May 21Sesoda Corporation Approves Cash DividendSesoda Corporation approved to distribute cash dividends to shareholders TWD 2 per common share, at its 2022 regular shareholders meeting held on May 20, 2022.Reported Earnings • May 11First quarter 2022 earnings released: EPS: NT$1.51 (vs NT$0.21 in 1Q 2021)First quarter 2022 results: EPS: NT$1.51 (up from NT$0.21 in 1Q 2021). Revenue: NT$1.91b (up 126% from 1Q 2021). Net income: NT$375.1m (up NT$322.8m from 1Q 2021). Profit margin: 20% (up from 6.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year whereas the company’s share price has increased by 39% per year.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Hsin Wang Po was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$67.80, the stock trades at a trailing P/E ratio of 25.2x. Average trailing P/E is 18x in the Chemicals industry in Taiwan. Total returns to shareholders of 244% over the past three years.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$50.60, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 17x in the Chemicals industry in Taiwan. Total returns to shareholders of 162% over the past three years.Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$39.25, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 18x in the Chemicals industry in Taiwan. Total returns to shareholders of 103% over the past three years.お知らせ • Feb 17Sesoda Corporation, Annual General Meeting, May 20, 2022Sesoda Corporation, Annual General Meeting, May 20, 2022, at 09:00 Taipei Standard Time. Location: No.120 Xincheng 1st Road, Suao Township Yilan County Yilan Taiwan Agenda: To consider 2021 Business Report; to consider Report on 2021 employees' and directors' remuneration; to consider Audit Committee's review of the 2021 annual final accounting books and statements; to consider Report on 2021 earnings distribution into cash dividends; to consider Discussion of amendments to the Company's Articles of Incorporation; to consider Discussion of amendments to the Company's Operating Procedures of Fund Lending and Procedures for Endorsements & Guarantees; and consider any other matters.お知らせ • Feb 11Sesoda Corporation Announcement of Change in Representative of Juristic-Person DirectorSesoda Corporation announced change in representative of juristic-person director. Name of legal person: San De International Investment Corporation.Name of the previous position holder: Hwang Chih-Cherng. Resume of the previous position holder: General Manager of Sesoda Corporation. Name of the new position holder: Fritz Yi-Teh Chen. Resume of the new position holder: Chairman of Sincere Industrial Corp. Reason for the change: San De International Investment Corporation assigned a new representative to serve as institutional director. Effective date of the new appointment: February 10, 2022.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.59 (vs NT$0.22 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.22b (up 22% from 3Q 2020). Net income: NT$146.5m (up 169% from 3Q 2020). Profit margin: 12% (up from 5.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% 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 • Sep 04Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$29.10, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 16x in the Chemicals industry in Taiwan. Total returns to shareholders of 43% over the past three years.Upcoming Dividend • Aug 20Upcoming dividend of NT$0.90 per shareEligible shareholders must have bought the stock before 27 August 2021. Payment date: 15 October 2021. Trailing yield: 2.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.0%).Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$0.57 (vs NT$0.08 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$1.15b (up 13% from 2Q 2020). Net income: NT$130.4m (up NT$112.2m from 2Q 2020). Profit margin: 11% (up from 1.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Executive Departure • Jul 14Director Hsin-Jung Chao has left the companyOn the 5th of July, Hsin-Jung Chao's tenure as Director ended. We don't have any record of a personal shareholding under Hsin-Jung's name. A total of 2 executives have left over the last 12 months.Executive Departure • Jul 14Independent Director Pei-Chun Chen has left the companyOn the 5th of July, Pei-Chun Chen's tenure as Independent Director ended after 3.1 years in the role. We don't have any record of a personal shareholding under Pei-Chun's name. A total of 2 executives have left over the last 12 months.Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$33.20, the stock trades at a trailing P/E ratio of 38.2x. Average trailing P/E is 16x in the Chemicals industry in Taiwan. Total returns to shareholders of 43% over the past three years.Reported Earnings • May 13First quarter 2021 earnings released: EPS NT$0.23 (vs NT$0.12 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: NT$846.4m (down 20% from 1Q 2020). Net income: NT$52.3m (up 86% from 1Q 2020). Profit margin: 6.2% (up from 2.7% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has remained flat, which means it is well ahead of earnings.分析記事 • Apr 25These 4 Measures Indicate That Sesoda (TPE:1708) Is Using Debt In A Risky WayDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$30.70, the stock trades at a trailing P/E ratio of 40.3x. Average trailing P/E is 21x in the Chemicals industry in Taiwan. Total returns to shareholders of 28% over the past three years.Reported Earnings • Mar 31Full year 2020 earnings released: EPS NT$0.76 (vs NT$1.20 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$4.03b (down 7.1% from FY 2019). Net income: NT$174.1m (down 37% from FY 2019). Profit margin: 4.3% (down from 6.3% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 37% 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.分析記事 • Mar 19The Trends At Sesoda (TPE:1708) That You Should Know AboutIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...分析記事 • Mar 01Sesoda Corporation (TPE:1708) Is Up But Financials Look Inconsistent: Which Way Is The Stock Headed?Most readers would already know that Sesoda's (TPE:1708) stock increased by 4.4% over the past month. Given that the...お知らせ • Feb 23Sesoda Corporation, Annual General Meeting, May 25, 2021Sesoda Corporation, Annual General Meeting, May 25, 2021.分析記事 • Feb 12Are Dividend Investors Making A Mistake With Sesoda Corporation (TPE:1708)?Is Sesoda Corporation ( TPE:1708 ) a good dividend stock? How can we tell? Dividend paying companies with growing...Is New 90 Day High Low • Feb 05New 90-day low: NT$21.55The company is down 2.0% from its price of NT$22.10 on 06 November 2020. The Taiwanese market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 8.0% over the same period.分析記事 • Jan 25Sesoda (TPE:1708) Seems To Be Using A Lot Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Jan 20New 90-day low: NT$21.95The company is down 3.0% from its price of NT$22.55 on 22 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 15% over the same period.分析記事 • Jan 04Sesoda (TPE:1708) Share Prices Have Dropped 12% In The Last Three YearsMany investors define successful investing as beating the market average over the long term. But in any portfolio...Is New 90 Day High Low • Dec 21New 90-day high: NT$24.30The company is up 4.0% from its price of NT$23.45 on 22 September 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 8.0% over the same period.分析記事 • Dec 16We're Watching These Trends At Sesoda (TPE:1708)There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...分析記事 • Nov 26Can Sesoda Corporation (TPE:1708) Performance Keep Up Given Its Mixed Bag Of Fundamentals?Most readers would already know that Sesoda's (TPE:1708) stock increased by 2.5% over the past month. However, we...Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.24The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$997.5m (down 10% from 3Q 2019). Net income: NT$54.5m (down 15% from 3Q 2019). Profit margin: 5.5% (down from 5.8% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 39% 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.株主還元1708TW ChemicalsTW 市場7D-4.9%-5.1%-3.5%1Y4.6%58.5%83.0%株主還元を見る業界別リターン: 1708過去 1 年間で61 % の収益を上げたTW Chemicals業界を下回りました。リターン対市場: 1708は、過去 1 年間で86.1 % のリターンを上げたTW市場を下回りました。価格変動Is 1708's price volatile compared to industry and market?1708 volatility1708 Average Weekly Movement7.7%Chemicals Industry Average Movement7.1%Market Average Movement6.2%10% most volatile stocks in TW Market12.2%10% least volatile stocks in TW Market2.5%安定した株価: 1708 、 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: 1708の 週次ボラティリティ ( 8% ) 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1957n/aChih-Cherng Hwangwww.sesoda.com.twセソーダ・コーポレーションは台湾で硫酸カリ（SOP）を製造・販売している。同社は、ブドウ、柑橘類、花、タバコ、嫌気性作物に使用される標準、可溶性、低塩化物、粒状、工業用グレードのSOP製品、および冶金、化学、食品、製薬産業で使用される塩酸を提供しています。また、電子・光電子産業における排水前のフッ化物イオン除去に使用される液体塩化カルシウムや、セメントやチョークの工業生産に使用される硫酸カルシウムも提供している。また、ソーダ灰、重曹、フレーク状塩化カルシウム、アンモニウムパウダー、リン酸二水素カルシウム、塩化カリウム、天日塩、液体苛性ソーダ、過酸化水素、グラウバー塩、塩化バリウム、セスキ炭酸ソーダも取り扱っている。また、船舶運航や用船業、自動車貨物輸送事業にも携わっている。セソーダ・コーポレーションは1957年に設立され、本社は台湾の台北市にある。もっと見るSesoda Corporation 基礎のまとめSesoda の収益と売上を時価総額と比較するとどうか。1708 基礎統計学時価総額NT$9.85b収益（TTM）NT$838.74m売上高(TTM)NT$6.19b11.7xPER（株価収益率1.6xP/Sレシオ1708 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1708 損益計算書（TTM）収益NT$6.19b売上原価NT$4.22b売上総利益NT$1.97bその他の費用NT$1.13b収益NT$838.74m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）3.37グロス・マージン31.85%純利益率13.55%有利子負債／自己資本比率39.6%1708 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4.0%現在の配当利回り48%配当性向1708 配当は確実ですか？1708 配当履歴とベンチマークを見る1708 、いつまでに購入すれば配当金を受け取れますか？Sesoda 配当日配当落ち日May 28 2026配当支払日Jun 26 2026配当落ちまでの日数7 days配当支払日までの日数36 days1708 配当は確実ですか？1708 配当履歴とベンチマークを見る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2026/05/20 03:30終値2026/05/20 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Sesoda Corporation 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。4 アナリスト機関Xuanyi YangCapital Securities CorporationAaron LiuKGI Securities Co. Ltd.Yucheng TsaiSinoPac Securities Investment Service1 その他のアナリストを表示
Reported Earnings • May 17First quarter 2026 earnings released: EPS: NT$1.11 (vs NT$1.03 in 1Q 2025)First quarter 2026 results: EPS: NT$1.11 (up from NT$1.03 in 1Q 2025). Revenue: NT$1.55b (up 2.3% from 1Q 2025). Net income: NT$277.6m (up 8.1% from 1Q 2025). Profit margin: 18% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Declared Dividend • May 13Dividend reduced to NT$1.60Dividend of NT$1.60 is 20% lower than last year. Ex-date: 28th May 2026 Payment date: 26th June 2026 Dividend yield will be 3.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 36% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Apr 30Now 21% undervaluedOver the last 90 days, the stock has risen 25% to NT$41.80. The fair value is estimated to be NT$52.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has grown by 20%.
Buy Or Sell Opportunity • Mar 25Now 21% undervaluedOver the last 90 days, the stock has risen 24% to NT$41.20. The fair value is estimated to be NT$52.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has grown by 20%.
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$46.20, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 26x in the Chemicals industry in Taiwan. Total returns to shareholders of 31% over the past three years.
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$3.28 (vs NT$3.91 in FY 2024)Full year 2025 results: EPS: NT$3.28 (down from NT$3.91 in FY 2024). Revenue: NT$6.16b (down 3.3% from FY 2024). Net income: NT$817.9m (down 16% from FY 2024). Profit margin: 13% (down from 15% in FY 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • May 17First quarter 2026 earnings released: EPS: NT$1.11 (vs NT$1.03 in 1Q 2025)First quarter 2026 results: EPS: NT$1.11 (up from NT$1.03 in 1Q 2025). Revenue: NT$1.55b (up 2.3% from 1Q 2025). Net income: NT$277.6m (up 8.1% from 1Q 2025). Profit margin: 18% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Declared Dividend • May 13Dividend reduced to NT$1.60Dividend of NT$1.60 is 20% lower than last year. Ex-date: 28th May 2026 Payment date: 26th June 2026 Dividend yield will be 3.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 36% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Apr 30Now 21% undervaluedOver the last 90 days, the stock has risen 25% to NT$41.80. The fair value is estimated to be NT$52.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has grown by 20%.
Buy Or Sell Opportunity • Mar 25Now 21% undervaluedOver the last 90 days, the stock has risen 24% to NT$41.20. The fair value is estimated to be NT$52.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has grown by 20%.
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$46.20, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 26x in the Chemicals industry in Taiwan. Total returns to shareholders of 31% over the past three years.
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$3.28 (vs NT$3.91 in FY 2024)Full year 2025 results: EPS: NT$3.28 (down from NT$3.91 in FY 2024). Revenue: NT$6.16b (down 3.3% from FY 2024). Net income: NT$817.9m (down 16% from FY 2024). Profit margin: 13% (down from 15% in FY 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Feb 26Sesoda Corporation, Annual General Meeting, May 20, 2026Sesoda Corporation, Annual General Meeting, May 20, 2026. Location: no,120, hsin ch`eng 1st rd., su-ao township, yilan county Taiwan
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$1.07 (vs NT$1.17 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.07 (down from NT$1.17 in 3Q 2024). Revenue: NT$1.56b (down 3.9% from 3Q 2024). Net income: NT$265.6m (down 8.8% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.10 (vs NT$1.16 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.10 (down from NT$1.16 in 2Q 2024). Revenue: NT$1.45b (down 11% from 2Q 2024). Net income: NT$25.6m (down 91% from 2Q 2024). Profit margin: 1.8% (down from 18% in 2Q 2024). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 13% per year.
Upcoming Dividend • May 21Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 28 May 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 5.3%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (2.8%).
お知らせ • May 17Sesoda Corporation Approves Cash Dividend for the Year 2024Sesoda Corporation announced at 2025 regular shareholders meeting held on May 16, 2025, approved acknowledgment of the 2024 earnings distribution: to distribute common stock cash dividends to shareholders of TWD 2 per share.
Declared Dividend • May 07Dividend increased to NT$2.00Dividend of NT$2.00 is 33% higher than last year. Ex-date: 28th May 2025 Payment date: 26th June 2025 Dividend yield will be 5.7%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 33% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 06First quarter 2025 earnings released: EPS: NT$1.02 (vs NT$0.81 in 1Q 2024)First quarter 2025 results: EPS: NT$1.02 (up from NT$0.81 in 1Q 2024). Revenue: NT$1.52b (up 5.5% from 1Q 2024). Net income: NT$256.7m (up 27% from 1Q 2024). Profit margin: 17% (up from 14% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 15% per year.
お知らせ • Apr 22Sesoda Corporation to Report Q1, 2025 Results on May 05, 2025Sesoda Corporation announced that they will report Q1, 2025 results on May 05, 2025
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to NT$28.90, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 17x in the Chemicals industry in Taiwan. Total loss to shareholders of 49% over the past three years.
分析記事 • Mar 23We Think That There Are Issues Underlying Sesoda's (TWSE:1708) EarningsLast week's profit announcement from Sesoda Corporation ( TWSE:1708 ) was underwhelming for investors, despite headline...
Reported Earnings • Mar 18Full year 2024 earnings released: EPS: NT$3.91 (vs NT$0.11 loss in FY 2023)Full year 2024 results: EPS: NT$3.91 (up from NT$0.11 loss in FY 2023). Revenue: NT$6.37b (up 8.3% from FY 2023). Net income: NT$974.6m (up NT$1.00b from FY 2023). Profit margin: 15% (up from net loss in FY 2023). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 11Sesoda Corporation, Annual General Meeting, May 16, 2025Sesoda Corporation, Annual General Meeting, May 16, 2025, at 09:00 Taipei Standard Time. Location: no,120, hsin ch`eng 1st rd., su-ao township, yilan county Taiwan
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: NT$1.17 (vs NT$0.42 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.17 (up from NT$0.42 in 3Q 2023). Revenue: NT$1.62b (up 16% from 3Q 2023). Net income: NT$291.2m (up 176% from 3Q 2023). Profit margin: 18% (up from 7.6% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Oct 25Sesoda Corporation to Report Q3, 2024 Results on Nov 08, 2024Sesoda Corporation announced that they will report Q3, 2024 results on Nov 08, 2024
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: NT$1.16 (vs NT$0.37 loss in 2Q 2023)Second quarter 2024 results: EPS: NT$1.16 (up from NT$0.37 loss in 2Q 2023). Revenue: NT$1.62b (up 15% from 2Q 2023). Net income: NT$289.1m (up NT$381.6m from 2Q 2023). Profit margin: 18% (up from net loss in 2Q 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
分析記事 • Aug 13There's Been No Shortage Of Growth Recently For Sesoda's (TWSE:1708) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Jul 27Sesoda Corporation to Report Q2, 2024 Results on Aug 12, 2024Sesoda Corporation announced that they will report Q2, 2024 results on Aug 12, 2024
お知らせ • Jul 02Sesoda Corporation Announces Sustainable Development Committee ChangesSesoda Corporation Board of Directors resolved Appointment of the Sustainable Development Committee members. Name and resume of the previous position holder: Hwang Chih-Cheng: General Manager of the Company. Name and resume of the new position holder: Shih Yueh-Hui: Chief Director of Suao Main Plant of the Company; Other members name and resume: Chen Rong-Yuan: Chairman of the Company; Chen Cheng-Te: Vice Chairman of the Company; Liu Chih-Yung: General Manager of the Company; Tsao Ming: Formosa Petrochemical Corporation Director/Chairman; Chu Jih-Chuan: Partner Lawyer of Liu, Chang & Partners. Reason for the change: The term has expired and a new appointment has been made by the Board of Directors. Effective date of the new member is July 01, 2024.
New Risk • Jun 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 1,820% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Paying a dividend despite being loss-making. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.4% net profit margin).
Upcoming Dividend • May 24Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 31 May 2024. Payment date: 01 July 2024. The company is paying out more than 100% of its profits and is paying out 77% of its cash flow. Trailing yield: 4.3%. Lower than top quartile of Taiwanese dividend payers (4.4%). Higher than average of industry peers (2.1%).
Reported Earnings • May 08First quarter 2024 earnings released: EPS: NT$0.81 (vs NT$0.55 loss in 1Q 2023)First quarter 2024 results: EPS: NT$0.81 (up from NT$0.55 loss in 1Q 2023). Revenue: NT$1.44b (down 10% from 1Q 2023). Net income: NT$202.2m (up NT$339.0m from 1Q 2023). Profit margin: 14% (up from net loss in 1Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 12Full year 2023 earnings released: NT$0.11 loss per share (vs NT$4.84 profit in FY 2022)Full year 2023 results: NT$0.11 loss per share (down from NT$4.84 profit in FY 2022). Revenue: NT$5.88b (down 27% from FY 2022). Net loss: NT$28.5m (down 102% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Feb 20Sesoda Corporation, Annual General Meeting, May 21, 2024Sesoda Corporation, Annual General Meeting, May 21, 2024. Location: No.120 Xincheng 1st Road, Suao Township, Yilan County Taiwan Agenda: To consider the 2023 Business Report; to consider the Audit Committee's review of the 2023 annual final accounting books and statements; to consider the Report on 2023 employees' and directors' remuneration; to consider the Report on 2023 earnings distribution into cash dividends; and to discuss other matters.
New Risk • Nov 08New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risk Paying a dividend despite being loss-making.
Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: NT$0.42 (vs NT$1.72 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.42 (down from NT$1.72 in 3Q 2022). Revenue: NT$1.39b (down 38% from 3Q 2022). Net income: NT$105.7m (down 75% from 3Q 2022). Profit margin: 7.6% (down from 19% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 08Second quarter 2023 earnings released: NT$0.37 loss per share (vs NT$1.43 profit in 2Q 2022)Second quarter 2023 results: NT$0.37 loss per share (down from NT$1.43 profit in 2Q 2022). Revenue: NT$1.41b (down 28% from 2Q 2022). Net loss: NT$92.5m (down 126% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 29Upcoming dividend of NT$3.00 per share at 7.7% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 03 August 2023. The company is paying out more than 100% of its profits and is paying out 96% of its cash flow. Trailing yield: 7.7%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.6%).
お知らせ • May 19Sesoda Corporation Approves Cash DividendSesoda Corporation at the shareholders meeting held on May 18, 2023, approved cash dividends to shareholders of TWD 3 per common share.
Reported Earnings • May 14First quarter 2023 earnings released: NT$0.55 loss per share (vs NT$1.51 profit in 1Q 2022)First quarter 2023 results: NT$0.55 loss per share (down from NT$1.51 profit in 1Q 2022). Revenue: NT$1.61b (down 16% from 1Q 2022). Net loss: NT$136.8m (down 137% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 29Full year 2022 earnings released: EPS: NT$4.84 (vs NT$2.69 in FY 2021)Full year 2022 results: EPS: NT$4.84 (up from NT$2.69 in FY 2021). Revenue: NT$8.03b (up 67% from FY 2021). Net income: NT$1.20b (up 80% from FY 2021). Profit margin: 15% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Jih-Chuan Chu was the last independent director to join the board, commencing their role in 2021. 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 11Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: NT$2.25b (up 85% from 3Q 2021). Net income: NT$427.3m (up 192% from 3Q 2021). Profit margin: 19% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$41.20, the stock trades at a trailing P/E ratio of 8.4x. Average trailing P/E is 14x in the Chemicals industry in Taiwan. Total returns to shareholders of 107% over the past three years.
Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: NT$1.43 (vs NT$0.52 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.43 (up from NT$0.52 in 2Q 2021). Revenue: NT$1.96b (up 71% from 2Q 2021). Net income: NT$356.5m (up 173% from 2Q 2021). Profit margin: 18% (up from 11% 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 61% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 14Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 21 July 2022. Payment date: 19 August 2022. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of Taiwanese dividend payers (6.8%). Lower than average of industry peers (8.3%).
お知らせ • May 21Sesoda Corporation Approves Cash DividendSesoda Corporation approved to distribute cash dividends to shareholders TWD 2 per common share, at its 2022 regular shareholders meeting held on May 20, 2022.
Reported Earnings • May 11First quarter 2022 earnings released: EPS: NT$1.51 (vs NT$0.21 in 1Q 2021)First quarter 2022 results: EPS: NT$1.51 (up from NT$0.21 in 1Q 2021). Revenue: NT$1.91b (up 126% from 1Q 2021). Net income: NT$375.1m (up NT$322.8m from 1Q 2021). Profit margin: 20% (up from 6.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year whereas the company’s share price has increased by 39% per year.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Hsin Wang Po was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$67.80, the stock trades at a trailing P/E ratio of 25.2x. Average trailing P/E is 18x in the Chemicals industry in Taiwan. Total returns to shareholders of 244% over the past three years.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$50.60, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 17x in the Chemicals industry in Taiwan. Total returns to shareholders of 162% over the past three years.
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$39.25, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 18x in the Chemicals industry in Taiwan. Total returns to shareholders of 103% over the past three years.
お知らせ • Feb 17Sesoda Corporation, Annual General Meeting, May 20, 2022Sesoda Corporation, Annual General Meeting, May 20, 2022, at 09:00 Taipei Standard Time. Location: No.120 Xincheng 1st Road, Suao Township Yilan County Yilan Taiwan Agenda: To consider 2021 Business Report; to consider Report on 2021 employees' and directors' remuneration; to consider Audit Committee's review of the 2021 annual final accounting books and statements; to consider Report on 2021 earnings distribution into cash dividends; to consider Discussion of amendments to the Company's Articles of Incorporation; to consider Discussion of amendments to the Company's Operating Procedures of Fund Lending and Procedures for Endorsements & Guarantees; and consider any other matters.
お知らせ • Feb 11Sesoda Corporation Announcement of Change in Representative of Juristic-Person DirectorSesoda Corporation announced change in representative of juristic-person director. Name of legal person: San De International Investment Corporation.Name of the previous position holder: Hwang Chih-Cherng. Resume of the previous position holder: General Manager of Sesoda Corporation. Name of the new position holder: Fritz Yi-Teh Chen. Resume of the new position holder: Chairman of Sincere Industrial Corp. Reason for the change: San De International Investment Corporation assigned a new representative to serve as institutional director. Effective date of the new appointment: February 10, 2022.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.59 (vs NT$0.22 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.22b (up 22% from 3Q 2020). Net income: NT$146.5m (up 169% from 3Q 2020). Profit margin: 12% (up from 5.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% 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 • Sep 04Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$29.10, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 16x in the Chemicals industry in Taiwan. Total returns to shareholders of 43% over the past three years.
Upcoming Dividend • Aug 20Upcoming dividend of NT$0.90 per shareEligible shareholders must have bought the stock before 27 August 2021. Payment date: 15 October 2021. Trailing yield: 2.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.0%).
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$0.57 (vs NT$0.08 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$1.15b (up 13% from 2Q 2020). Net income: NT$130.4m (up NT$112.2m from 2Q 2020). Profit margin: 11% (up from 1.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Executive Departure • Jul 14Director Hsin-Jung Chao has left the companyOn the 5th of July, Hsin-Jung Chao's tenure as Director ended. We don't have any record of a personal shareholding under Hsin-Jung's name. A total of 2 executives have left over the last 12 months.
Executive Departure • Jul 14Independent Director Pei-Chun Chen has left the companyOn the 5th of July, Pei-Chun Chen's tenure as Independent Director ended after 3.1 years in the role. We don't have any record of a personal shareholding under Pei-Chun's name. A total of 2 executives have left over the last 12 months.
Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$33.20, the stock trades at a trailing P/E ratio of 38.2x. Average trailing P/E is 16x in the Chemicals industry in Taiwan. Total returns to shareholders of 43% over the past three years.
Reported Earnings • May 13First quarter 2021 earnings released: EPS NT$0.23 (vs NT$0.12 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: NT$846.4m (down 20% from 1Q 2020). Net income: NT$52.3m (up 86% from 1Q 2020). Profit margin: 6.2% (up from 2.7% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
分析記事 • Apr 25These 4 Measures Indicate That Sesoda (TPE:1708) Is Using Debt In A Risky WayDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$30.70, the stock trades at a trailing P/E ratio of 40.3x. Average trailing P/E is 21x in the Chemicals industry in Taiwan. Total returns to shareholders of 28% over the past three years.
Reported Earnings • Mar 31Full year 2020 earnings released: EPS NT$0.76 (vs NT$1.20 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$4.03b (down 7.1% from FY 2019). Net income: NT$174.1m (down 37% from FY 2019). Profit margin: 4.3% (down from 6.3% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 37% 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.
分析記事 • Mar 19The Trends At Sesoda (TPE:1708) That You Should Know AboutIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
分析記事 • Mar 01Sesoda Corporation (TPE:1708) Is Up But Financials Look Inconsistent: Which Way Is The Stock Headed?Most readers would already know that Sesoda's (TPE:1708) stock increased by 4.4% over the past month. Given that the...
お知らせ • Feb 23Sesoda Corporation, Annual General Meeting, May 25, 2021Sesoda Corporation, Annual General Meeting, May 25, 2021.
分析記事 • Feb 12Are Dividend Investors Making A Mistake With Sesoda Corporation (TPE:1708)?Is Sesoda Corporation ( TPE:1708 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Is New 90 Day High Low • Feb 05New 90-day low: NT$21.55The company is down 2.0% from its price of NT$22.10 on 06 November 2020. The Taiwanese market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 8.0% over the same period.
分析記事 • Jan 25Sesoda (TPE:1708) Seems To Be Using A Lot Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Jan 20New 90-day low: NT$21.95The company is down 3.0% from its price of NT$22.55 on 22 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 15% over the same period.
分析記事 • Jan 04Sesoda (TPE:1708) Share Prices Have Dropped 12% In The Last Three YearsMany investors define successful investing as beating the market average over the long term. But in any portfolio...
Is New 90 Day High Low • Dec 21New 90-day high: NT$24.30The company is up 4.0% from its price of NT$23.45 on 22 September 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 8.0% over the same period.
分析記事 • Dec 16We're Watching These Trends At Sesoda (TPE:1708)There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
分析記事 • Nov 26Can Sesoda Corporation (TPE:1708) Performance Keep Up Given Its Mixed Bag Of Fundamentals?Most readers would already know that Sesoda's (TPE:1708) stock increased by 2.5% over the past month. However, we...
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.24The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$997.5m (down 10% from 3Q 2019). Net income: NT$54.5m (down 15% from 3Q 2019). Profit margin: 5.5% (down from 5.8% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 39% 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.
