View ValuationYFY 将来の成長Future 基準チェック /06現在、 YFY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Forestry 収益成長27.3%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Major Estimate Revision • May 19Consensus revenue estimates fall by 13%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$86.5b to NT$75.5b. EPS estimate fell from NT$2.98 to NT$0.71 per share. Net income forecast to shrink 77% next year vs 31% growth forecast for Forestry industry in Taiwan . Consensus price target down from NT$35.00 to NT$22.00. Share price fell 6.5% to NT$26.45 over the past week.Price Target Changed • May 18Price target decreased to NT$22.00Down from NT$35.35, the current price target is provided by 1 analyst. New target price is 19% below last closing price of NT$27.05. Stock is down 20% over the past year. The company is forecast to post earnings per share of NT$0.71 for next year compared to NT$3.13 last year.すべての更新を表示Recent updatesNew Risk • Mar 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 36% 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: Major Risk Earnings have declined by 32% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$1.19 (vs NT$0.98 in FY 2024)Full year 2025 results: EPS: NT$1.19 (up from NT$0.98 in FY 2024). Revenue: NT$73.6b (down 6.1% from FY 2024). Net income: NT$1.97b (up 21% from FY 2024). Profit margin: 2.7% (up from 2.1% in FY 2024). The increase in margin 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 only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Mar 16YFY Inc., Annual General Meeting, Jun 12, 2026YFY Inc., Annual General Meeting, Jun 12, 2026. Location: 5 floor no,24, sec.1 hang chou s. rd., taipei city TaiwanReported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$0.91 (vs NT$0.47 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.91 (up from NT$0.47 in 3Q 2024). Revenue: NT$18.5b (down 7.9% from 3Q 2024). Net income: NT$1.51b (up 93% from 3Q 2024). Profit margin: 8.2% (up from 3.9% in 3Q 2024). The increase in margin was 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 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.05 (vs NT$0.008 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.05 (up from NT$0.008 in 2Q 2024). Revenue: NT$18.2b (down 7.8% from 2Q 2024). Net income: NT$73.2m (up 469% from 2Q 2024). Profit margin: 0.4% (up from 0.1% in 2Q 2024). The increase in margin was driven by lower expenses. 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 1% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 07Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 11 July 2025. Payment date: 08 August 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.3%).Declared Dividend • Jun 23Dividend reduced to NT$0.80Dividend of NT$0.80 is 11% lower than last year. Ex-date: 11th July 2025 Payment date: 8th August 2025 Dividend yield will be 3.5%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (110% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 22% to bring the payout ratio under control. However, EPS has declined by 15% over the last 5 years so the company would need to reverse this trend.お知らせ • Jun 21YFY Inc. Announces Cash Dividends, Payable on August 8, 2025YFY Inc. announced cash dividends of TWD 1,328,297,196 or TWD 0.8 per share. The Payment date of common stock cash dividend distribution of August 8, 2025 with Ex-rights (ex-dividend) trading date of July 11, 2025 and Ex-rights (ex-dividend) record date of July 19, 2025.Reported Earnings • May 16First quarter 2025 earnings released: NT$0.09 loss per share (vs NT$0.17 profit in 1Q 2024)First quarter 2025 results: NT$0.09 loss per share (down from NT$0.17 profit in 1Q 2024). Revenue: NT$18.1b (flat on 1Q 2024). Net loss: NT$144.7m (down 152% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • May 07YFY Inc. to Report Q1, 2025 Results on May 14, 2025YFY Inc. announced that they will report Q1, 2025 results on May 14, 2025Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$23.30, the stock trades at a trailing P/E ratio of 23.7x. Average trailing P/E is 14x in the Forestry industry in Asia. Total loss to shareholders of 19% over the past three years.お知らせ • Mar 17YFY Inc., Annual General Meeting, Jun 20, 2025YFY Inc., Annual General Meeting, Jun 20, 2025. Location: 5 floor no,24, sec.1 hang chou s. rd., taipei city Taiwanお知らせ • Mar 07YFY Inc. to Report Fiscal Year 2024 Results on Mar 14, 2025YFY Inc. announced that they will report fiscal year 2024 results on Mar 14, 2025お知らせ • Mar 04YFY Inc. Announces Executive ChangesYFY Inc. announced the appointment of chief information security officer. Name, title, and resume of the previous position holder: York Kuo/General manager/Fidelis IT Solutions Co. Ltd. Name, title, and resume of the new position holder: Richard Chuang/General manager/Fidelis IT Solutions Co. Ltd. Effective date is on March 03, 2025.分析記事 • Dec 19YFY (TWSE:1907) Might Be Having Difficulty Using Its Capital EffectivelyIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...分析記事 • Nov 21Shareholders Can Be Confident That YFY's (TWSE:1907) Earnings Are High QualityYFY Inc.'s ( TWSE:1907 ) robust earnings report didn't manage to move the market for its stock. Our analysis suggests...Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$0.47 (vs NT$0.68 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.47 (down from NT$0.68 in 3Q 2023). Revenue: NT$20.1b (up 8.6% from 3Q 2023). Net income: NT$780.8m (down 31% from 3Q 2023). Profit margin: 3.9% (down from 6.1% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.分析記事 • Oct 01YFY Inc.'s (TWSE:1907) Share Price Not Quite Adding UpWith a price-to-earnings (or "P/E") ratio of 25x YFY Inc. ( TWSE:1907 ) may be sending bearish signals at the moment...Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.01 (vs NT$0.12 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.01 (down from NT$0.12 in 2Q 2023). Revenue: NT$19.7b (up 8.9% from 2Q 2023). Net income: NT$12.9m (down 93% from 2Q 2023). Profit margin: 0.1% (down from 1.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Aug 06YFY Inc. to Report Q2, 2024 Results on Aug 13, 2024YFY Inc. announced that they will report Q2, 2024 results on Aug 13, 2024分析記事 • Aug 06YFY (TWSE:1907) Will Be Hoping To Turn Its Returns On Capital AroundIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...分析記事 • Jun 30YFY (TWSE:1907) Has Announced A Dividend Of NT$0.90The board of YFY Inc. ( TWSE:1907 ) has announced that it will pay a dividend on the 9th of August, with investors...分析記事 • Jun 26YFY Inc.'s (TWSE:1907) Share Price Could Signal Some RiskThere wouldn't be many who think YFY Inc.'s ( TWSE:1907 ) price-to-earnings (or "P/E") ratio of 21.9x is worth a...Declared Dividend • Jun 22Dividend of NT$0.90 announcedShareholders will receive a dividend of NT$0.90. Ex-date: 11th July 2024 Payment date: 9th August 2024 Dividend yield will be 2.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 16First quarter 2024 earnings released: EPS: NT$0.17 (vs NT$0.002 in 1Q 2023)First quarter 2024 results: EPS: NT$0.17 (up from NT$0.002 in 1Q 2023). Revenue: NT$17.9b (up 2.2% from 1Q 2023). Net income: NT$279.0m (up NT$276.2m from 1Q 2023). Profit margin: 1.6% (up from 0% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 49% 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 • Apr 23Should You Think About Buying YFY Inc. (TWSE:1907) Now?YFY Inc. ( TWSE:1907 ), might not be a large cap stock, but it saw its share price hover around a small range of...分析記事 • Mar 22YFY's (TWSE:1907) Weak Earnings May Only Reveal A Part Of The Whole PictureYFY Inc.'s ( TWSE:1907 ) recent weak earnings report didn't cause a big stock movement. We think that investors are...Reported Earnings • Mar 19Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: NT$1.10 (down from NT$1.31 in FY 2022). Revenue: NT$73.9b (down 7.2% from FY 2022). Net income: NT$1.83b (down 16% from FY 2022). Profit margin: 2.5% (down from 2.7% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Mar 15YFY Inc., Annual General Meeting, Jun 20, 2024YFY Inc., Annual General Meeting, Jun 20, 2024. Location: 5F, No.24, Sec. 1, Hangzhou S. Rd., Taipei, (GIS MOTC Convention Center) Taipei Taiwan Agenda: To consider report of 2023 business & financial statements; to consider Audit Committee report of 2023 audited financial report; to consider Report of the cash dividend distribution for year 2023; to consider Report of the employees & directors' remuneration for year 2023; to consider Report of the amendment Rules of Procedure for Board of Directors Meetings; to consider Ratification of operating reports and financial statements for year 2023; to consider ratification of earnings appropriation for year 2023; to elect the Company's 29th directors and independent directors; and to consider other matters.Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: NT$0.12 (vs NT$0.31 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.12 (down from NT$0.31 in 2Q 2022). Revenue: NT$18.1b (down 9.7% from 2Q 2022). Net income: NT$190.3m (down 63% from 2Q 2022). Profit margin: 1.1% (down from 2.6% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 06Upcoming dividend of NT$0.90 per share at 1.3% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 11 August 2023. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (1.9%).Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$39.70, the stock trades at a trailing P/E ratio of 34.2x. Average trailing P/E is 32x in the Forestry industry in Taiwan. Total returns to shareholders of 236% over the past three years.New Risk • Jun 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (2.5% net profit margin).お知らせ • Jun 21YFY Inc. Announces Cash Dividend for the Year 2022, Payable on August 11, 2023YFY Inc. at its shareholders meeting held on June 20, 2023, announced Cash dividends, TWD 1,494,334,346 (TWD 0.9 per share). Ex-rights (ex-dividend) trading date is on July 13, 2023 with Ex-rights (ex-dividend) record date is on July 19, 2023. Payment date of cash dividend distribution is on August 11, 2023.Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$37.00, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 10x in the Forestry industry in Asia. Total returns to shareholders of 210% over the past three years.Buying Opportunity • May 26Now 22% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be NT$41.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has declined by 3.2%. Revenue is forecast to grow by 5.9% in a year. Earnings is forecast to decline by 20% in the next year.Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: NT$1.31 (down from NT$3.13 in FY 2021). Revenue: NT$79.6b (down 6.6% from FY 2021). Net income: NT$2.17b (down 58% from FY 2021). Profit margin: 2.7% (down from 6.1% in FY 2021). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 4.4%. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.Board Change • Nov 16Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yie-Yun Chang 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. Lack of board continuity.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$0.56 (vs NT$0.78 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.56 (down from NT$0.78 in 3Q 2021). Revenue: NT$2.51b (down 87% from 3Q 2021). Net income: NT$150.9m (down 88% from 3Q 2021). Profit margin: 6.0% (down from 6.6% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 12YFY Inc. Appoints York Kuo as Chief Information Security OfficerYFY Inc. APPOINTS York Kuo/General manager /Fidelis IT Solutions Co. Ltd. as Chief Information Security Officer. effective date is November 11, 2022.お知らせ • Sep 28YFY Inc. Announces Executive ChangesYFY Inc. announced appointment of financial officer. Name, title, and resume of the previous position holder is K. T. Yin /VP of Center of Corporate Finance /YFY Inc. Name, title, and resume of the new position holder is Allen Chen /Assistant VP of Treasury Management Department /YFY Inc. Effective date is September 27, 2022.Reported Earnings • Aug 19Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: NT$0.31 (down from NT$1.02 in 2Q 2021). Revenue: NT$20.1b (down 11% from 2Q 2021). Net income: NT$519.1m (down 69% from 2Q 2021). Profit margin: 2.6% (down from 7.5% in 2Q 2021). Revenue exceeded analyst estimates by 9.4%. Earnings per share (EPS) also surpassed analyst estimates by 1,450%. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 29% per year.Upcoming Dividend • Jul 08Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 15 July 2022. Payment date: 18 August 2022. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 6.1%. Lower than top quartile of Taiwanese dividend payers (6.8%). In line with average of industry peers (5.8%).お知らせ • Jun 25YFY Inc. Announces Cash Dividend for 2021YFY Inc. announced cash dividends of TWD 2,490,557,243 or (TWD 1.5 per share) for 2021, Ex-rights (ex-dividend) record date is July 23, 2022 and Ex-rights (ex-dividend) trading date is July 15, 2022.Reported Earnings • May 22First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: NT$0.15 (down from NT$0.94 in 1Q 2021). Revenue: NT$19.8b (down 7.0% from 1Q 2021). Net income: NT$244.4m (down 84% from 1Q 2021). Profit margin: 1.2% (down from 7.3% in 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • May 19Consensus revenue estimates fall by 13%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$86.5b to NT$75.5b. EPS estimate fell from NT$2.98 to NT$0.71 per share. Net income forecast to shrink 77% next year vs 31% growth forecast for Forestry industry in Taiwan . Consensus price target down from NT$35.00 to NT$22.00. Share price fell 6.5% to NT$26.45 over the past week.Price Target Changed • May 18Price target decreased to NT$22.00Down from NT$35.35, the current price target is provided by 1 analyst. New target price is 19% below last closing price of NT$27.05. Stock is down 20% over the past year. The company is forecast to post earnings per share of NT$0.71 for next year compared to NT$3.13 last year.Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yie-Yun Chang 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. Lack of board continuity.Reported Earnings • Mar 18Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: NT$3.13 (down from NT$3.14 in FY 2020). Revenue: NT$85.3b (up 17% from FY 2020). Net income: NT$5.20b (flat on FY 2020). Profit margin: 6.1% (down from 7.1% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 1.4%, compared to a 26% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 30YFY Inc. Approves to Change the President of the CompanyYFY Inc. appointed David Lo as President in place of Willie Tsai, effective February 7, 2022. David Lo is Managing Director, UBS Taipei Branch.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.64 (vs NT$1.33 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$2.23b (down 88% from 3Q 2020). Net income: NT$156.8m (down 93% from 3Q 2020). Profit margin: 7.0% (down from 12% 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 54% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS NT$1.02 (vs NT$0.76 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$22.6b (up 30% from 2Q 2020). Net income: NT$1.70b (up 34% from 2Q 2020). Profit margin: 7.5% (up from 7.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 29% share price gain to NT$50.60, the stock trades at a trailing P/E ratio of 13.7x. Average forward P/E is 12x in the Forestry industry in Taiwan. Total returns to shareholders of 360% over the past three years.Upcoming Dividend • Jun 02Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 09 June 2021. Payment date: 09 July 2021. Trailing yield: 3.8%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.0%).Executive Departure • May 26Assistant VP & Director has left the companyOn the 17th of May, Hsing Hui Ho's tenure in the role of Assistant VP & Director ended. We don't have any record of a personal shareholding under Hsing Hui's name. A total of 3 executives have left over the last 12 months.Executive Departure • May 26Independent Director has left the companyOn the 17th of May, Wen-Cheng Huang's tenure as Independent Director ended after 8.9 years in the role. We don't have any record of a personal shareholding under Wen-Cheng's name. A total of 3 executives have left over the last 12 months.Executive Departure • May 26Independent Director has left the companyOn the 17th of May, Tian Chong Chen's tenure as Independent Director ended after 8.9 years in the role. We don't have any record of a personal shareholding under Tian Chong's name. A total of 3 executives have left over the last 12 months.Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$35.50, the stock trades at a trailing P/E ratio of 9.6x. Average forward P/E is 13x in the Forestry industry in Taiwan. Total returns to shareholders of 223% over the past three years.お知らせ • May 18YFY Inc. Approves Cash Dividend for the Year 2020YFY Inc. at its shareholders meeting held on May 17, 2021, approved cash dividend of TWD 2,490,557,243 (TWD 1.5 per share). Ex-rights (ex-dividend) trading date is June 09, 2021, ex-rights (ex-dividend) record date is June 15, 2021.Reported Earnings • May 16First quarter 2021 earnings released: EPS NT$0.94 (vs NT$0.38 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$21.3b (up 32% from 1Q 2020). Net income: NT$1.56b (up 145% from 1Q 2020). Profit margin: 7.3% (up from 3.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 20YFY (TPE:1907) Is Doing The Right Things To Multiply Its Share PriceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$37.10, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Forestry industry in Asia. Total returns to shareholders of 226% over the past three years.分析記事 • Apr 05Why YFY's (TPE:1907) Earnings Are Better Than They SeemThe recent earnings posted by YFY Inc. ( TPE:1907 ) were solid, but the stock didn't move as much as we expected. We...Reported Earnings • Mar 30Full year 2020 earnings released: EPS NT$3.14 (vs NT$1.38 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$73.2b (down 2.0% from FY 2019). Net income: NT$5.21b (up 128% from FY 2019). Profit margin: 7.1% (up from 3.1% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 28Why Dividend Hunters Love YFY Inc. (TPE:1907)Today we'll take a closer look at YFY Inc. ( TPE:1907 ) from a dividend investor's perspective. Owning a strong...分析記事 • Mar 13These 4 Measures Indicate That YFY (TPE:1907) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Mar 09New 90-day high: NT$29.70The company is up 24% from its price of NT$23.90 on 09 December 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 16% over the same period.お知らせ • Feb 27YFY Inc., Annual General Meeting, May 17, 2021YFY Inc., Annual General Meeting, May 17, 2021. Location: 5F, No.24, Sec. 1 Hangzhou S. Rd. Taipei Taiwan Agenda: To consider and approve the report of 2020 business & financial statements; to consider and approve the Audit Committee report of 2020 audited financial report;to consider and approve the report of the employees & directors' remuneration for year 2020; and to consider and approve the report the share release plan by installments of the subsidiary, Yuen Foong Yu Consumer Products., Ltd., to conduct its IPO plan 5.Cause for convening the meeting; to consider and approve the board members elections; and to consider and approve other business.分析記事 • Feb 26YFY (TPE:1907) Has Gifted Shareholders With A Fantastic 203% Total Return On Their InvestmentThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...分析記事 • Feb 11Declining Stock and Solid Fundamentals: Is The Market Wrong About YFY Inc. (TPE:1907)?It is hard to get excited after looking at YFY's (TPE:1907) recent performance, when its stock has declined 10% over...分析記事 • Jan 29I Ran A Stock Scan For Earnings Growth And YFY (TPE:1907) Passed With EaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Jan 16Estimating The Intrinsic Value Of YFY Inc. (TPE:1907)How far off is YFY Inc. ( TPE:1907 ) from its intrinsic value? Using the most recent financial data, we'll take a look...分析記事 • Jan 03Will YFY's (TPE:1907) Growth In ROCE Persist?What are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Dec 19Does YFY Inc. (TPE:1907) Have A Place In Your Dividend Portfolio?Could YFY Inc. ( TPE:1907 ) be an attractive dividend share to own for the long haul? Investors are often drawn to...Is New 90 Day High Low • Dec 15New 90-day high: NT$24.90The company is up 35% from its price of NT$18.45 on 16 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$21.94 per share.分析記事 • Dec 06These 4 Measures Indicate That YFY (TPE:1907) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Nov 23YFY (TPE:1907) Has Gifted Shareholders With A Fantastic 160% Total Return On Their InvestmentThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on a lighter note, a...お知らせ • Nov 21YFY Inc. Announces Judgment Result of the 106 Jin-Jun-Su-Tze No.18 Announced by Taipei District CourtYFY Inc. announced judgment result of the 106 Jin-Jun-Su-Tze No.18 announced by Taipei District Court. Parties to the legal matter: Director SC Ho, previous director SY Chiu, and the senior managers JB Chang, CF Wu, SS Chan and JC Min. Details of occurrence: A subsidiary of the company purchased certain exchangeable bond in the amount of USD 8.5 million issued by Giant Crystal in 2011. The prosecutor after investigation is of the view that the transaction was consummated in violation the Securities and Exchange Act and the Criminal Law and the relevant personals was indicated on August 18, 2018. The Taipei District Court announced its judgment as follows: Director SC Ho 8 years and 6 month, previous Director SY Chiu 4 years and 8 month, JB Chang 4 years and 6 month plus 4 month, SS Chan 4 years plus 6 month, and CF Wu and JC Min not guilty. The case can be appealed. The result has no material impact on the finance and business operations of the Company.Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$1.33The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$18.8b (down 1.6% from 3Q 2019). Net income: NT$2.22b (up 88% from 3Q 2019). Profit margin: 12% (up from 6.2% in 3Q 2019). The increase in margin was driven by lower expenses. 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 22% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Nov 13New 90-day high: NT$22.35The company is up 52% from its price of NT$14.75 on 14 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$30.56 per share.Is New 90 Day High Low • Oct 26New 90-day high: NT$19.95The company is up 50% from its price of NT$13.30 on 28 July 2020. The Taiwanese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$13.55 per share. 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、YFY 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TWSE:1907 - アナリストの将来予測と過去の財務データ ( )TWD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202573,6431,974-1654,453N/A9/30/202575,4351,995-1,3393,496N/A6/30/202577,0121,268-1,9713,080N/A3/31/202578,5591,207-1,3123,639N/A12/31/202478,4131,6311585,023N/A9/30/202477,4511,5721,0215,798N/A6/30/202475,8621,9252,0926,467N/A3/31/202474,2582,1031,7625,560N/A12/31/202373,8671,8271,7835,349N/A9/30/202373,4911,9481,2404,740N/A6/30/202375,4102,2762,0435,402N/A3/31/202377,3522,6052,1825,795N/A12/31/202279,6362,8474,2138,150N/A9/30/202281,9342,8754,4498,791N/A6/30/202281,3162,7143,2298,283N/A3/31/202283,8003,8914,4938,967N/A12/31/202185,2995,2043,2458,684N/A9/30/202184,5595,6473,2559,829N/A6/30/202183,5626,5614,31310,208N/A3/31/202178,3576,1322,8098,870N/A12/31/202073,2355,2092,9908,068N/A9/30/202071,6664,5635,3938,963N/A6/30/202071,9733,5274,6408,485N/A3/31/202073,5862,8004,9809,043N/A12/31/201974,7602,2866,68210,572N/A9/30/201975,0161,939N/A9,570N/A6/30/201975,9091,553N/A7,463N/A3/31/201975,9861,451N/A6,088N/A12/31/201876,4401,440N/A4,943N/A9/30/201874,8081,425N/A3,940N/A6/30/201872,2851,699N/A4,983N/A3/31/201869,0801,762N/A5,143N/A12/31/201766,7701,607N/A4,382N/A9/30/201765,7551,531N/A3,884N/A6/30/201763,851816N/A4,249N/A3/31/201763,850201N/A5,187N/A12/31/201663,354126N/A5,195N/A9/30/201662,82053N/A5,637N/A6/30/201663,492152N/A5,010N/A3/31/201663,631549N/A4,405N/A12/31/201563,580502N/A4,499N/A9/30/201563,637998N/A4,891N/A6/30/201562,8041,059N/A3,762N/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: 1907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: 1907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: 1907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: 1907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: 1907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: 1907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7D1Y7D1Y7D1YMaterials 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2026/05/09 15:10終値2026/05/08 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋YFY Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Xin LiuCapital Securities CorporationShawn YangMasterlink Securities Investment AdvisoryAlvin LiaoSinoPac Securities Investment Service
Major Estimate Revision • May 19Consensus revenue estimates fall by 13%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$86.5b to NT$75.5b. EPS estimate fell from NT$2.98 to NT$0.71 per share. Net income forecast to shrink 77% next year vs 31% growth forecast for Forestry industry in Taiwan . Consensus price target down from NT$35.00 to NT$22.00. Share price fell 6.5% to NT$26.45 over the past week.
Price Target Changed • May 18Price target decreased to NT$22.00Down from NT$35.35, the current price target is provided by 1 analyst. New target price is 19% below last closing price of NT$27.05. Stock is down 20% over the past year. The company is forecast to post earnings per share of NT$0.71 for next year compared to NT$3.13 last year.
New Risk • Mar 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 36% 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: Major Risk Earnings have declined by 32% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$1.19 (vs NT$0.98 in FY 2024)Full year 2025 results: EPS: NT$1.19 (up from NT$0.98 in FY 2024). Revenue: NT$73.6b (down 6.1% from FY 2024). Net income: NT$1.97b (up 21% from FY 2024). Profit margin: 2.7% (up from 2.1% in FY 2024). The increase in margin 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 only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 16YFY Inc., Annual General Meeting, Jun 12, 2026YFY Inc., Annual General Meeting, Jun 12, 2026. Location: 5 floor no,24, sec.1 hang chou s. rd., taipei city Taiwan
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$0.91 (vs NT$0.47 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.91 (up from NT$0.47 in 3Q 2024). Revenue: NT$18.5b (down 7.9% from 3Q 2024). Net income: NT$1.51b (up 93% from 3Q 2024). Profit margin: 8.2% (up from 3.9% in 3Q 2024). The increase in margin was 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 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.05 (vs NT$0.008 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.05 (up from NT$0.008 in 2Q 2024). Revenue: NT$18.2b (down 7.8% from 2Q 2024). Net income: NT$73.2m (up 469% from 2Q 2024). Profit margin: 0.4% (up from 0.1% in 2Q 2024). The increase in margin was driven by lower expenses. 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 1% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 07Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 11 July 2025. Payment date: 08 August 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.3%).
Declared Dividend • Jun 23Dividend reduced to NT$0.80Dividend of NT$0.80 is 11% lower than last year. Ex-date: 11th July 2025 Payment date: 8th August 2025 Dividend yield will be 3.5%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (110% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 22% to bring the payout ratio under control. However, EPS has declined by 15% over the last 5 years so the company would need to reverse this trend.
お知らせ • Jun 21YFY Inc. Announces Cash Dividends, Payable on August 8, 2025YFY Inc. announced cash dividends of TWD 1,328,297,196 or TWD 0.8 per share. The Payment date of common stock cash dividend distribution of August 8, 2025 with Ex-rights (ex-dividend) trading date of July 11, 2025 and Ex-rights (ex-dividend) record date of July 19, 2025.
Reported Earnings • May 16First quarter 2025 earnings released: NT$0.09 loss per share (vs NT$0.17 profit in 1Q 2024)First quarter 2025 results: NT$0.09 loss per share (down from NT$0.17 profit in 1Q 2024). Revenue: NT$18.1b (flat on 1Q 2024). Net loss: NT$144.7m (down 152% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • May 07YFY Inc. to Report Q1, 2025 Results on May 14, 2025YFY Inc. announced that they will report Q1, 2025 results on May 14, 2025
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$23.30, the stock trades at a trailing P/E ratio of 23.7x. Average trailing P/E is 14x in the Forestry industry in Asia. Total loss to shareholders of 19% over the past three years.
お知らせ • Mar 17YFY Inc., Annual General Meeting, Jun 20, 2025YFY Inc., Annual General Meeting, Jun 20, 2025. Location: 5 floor no,24, sec.1 hang chou s. rd., taipei city Taiwan
お知らせ • Mar 07YFY Inc. to Report Fiscal Year 2024 Results on Mar 14, 2025YFY Inc. announced that they will report fiscal year 2024 results on Mar 14, 2025
お知らせ • Mar 04YFY Inc. Announces Executive ChangesYFY Inc. announced the appointment of chief information security officer. Name, title, and resume of the previous position holder: York Kuo/General manager/Fidelis IT Solutions Co. Ltd. Name, title, and resume of the new position holder: Richard Chuang/General manager/Fidelis IT Solutions Co. Ltd. Effective date is on March 03, 2025.
分析記事 • Dec 19YFY (TWSE:1907) Might Be Having Difficulty Using Its Capital EffectivelyIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
分析記事 • Nov 21Shareholders Can Be Confident That YFY's (TWSE:1907) Earnings Are High QualityYFY Inc.'s ( TWSE:1907 ) robust earnings report didn't manage to move the market for its stock. Our analysis suggests...
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$0.47 (vs NT$0.68 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.47 (down from NT$0.68 in 3Q 2023). Revenue: NT$20.1b (up 8.6% from 3Q 2023). Net income: NT$780.8m (down 31% from 3Q 2023). Profit margin: 3.9% (down from 6.1% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
分析記事 • Oct 01YFY Inc.'s (TWSE:1907) Share Price Not Quite Adding UpWith a price-to-earnings (or "P/E") ratio of 25x YFY Inc. ( TWSE:1907 ) may be sending bearish signals at the moment...
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.01 (vs NT$0.12 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.01 (down from NT$0.12 in 2Q 2023). Revenue: NT$19.7b (up 8.9% from 2Q 2023). Net income: NT$12.9m (down 93% from 2Q 2023). Profit margin: 0.1% (down from 1.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 06YFY Inc. to Report Q2, 2024 Results on Aug 13, 2024YFY Inc. announced that they will report Q2, 2024 results on Aug 13, 2024
分析記事 • Aug 06YFY (TWSE:1907) Will Be Hoping To Turn Its Returns On Capital AroundIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
分析記事 • Jun 30YFY (TWSE:1907) Has Announced A Dividend Of NT$0.90The board of YFY Inc. ( TWSE:1907 ) has announced that it will pay a dividend on the 9th of August, with investors...
分析記事 • Jun 26YFY Inc.'s (TWSE:1907) Share Price Could Signal Some RiskThere wouldn't be many who think YFY Inc.'s ( TWSE:1907 ) price-to-earnings (or "P/E") ratio of 21.9x is worth a...
Declared Dividend • Jun 22Dividend of NT$0.90 announcedShareholders will receive a dividend of NT$0.90. Ex-date: 11th July 2024 Payment date: 9th August 2024 Dividend yield will be 2.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 16First quarter 2024 earnings released: EPS: NT$0.17 (vs NT$0.002 in 1Q 2023)First quarter 2024 results: EPS: NT$0.17 (up from NT$0.002 in 1Q 2023). Revenue: NT$17.9b (up 2.2% from 1Q 2023). Net income: NT$279.0m (up NT$276.2m from 1Q 2023). Profit margin: 1.6% (up from 0% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 49% 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 • Apr 23Should You Think About Buying YFY Inc. (TWSE:1907) Now?YFY Inc. ( TWSE:1907 ), might not be a large cap stock, but it saw its share price hover around a small range of...
分析記事 • Mar 22YFY's (TWSE:1907) Weak Earnings May Only Reveal A Part Of The Whole PictureYFY Inc.'s ( TWSE:1907 ) recent weak earnings report didn't cause a big stock movement. We think that investors are...
Reported Earnings • Mar 19Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: NT$1.10 (down from NT$1.31 in FY 2022). Revenue: NT$73.9b (down 7.2% from FY 2022). Net income: NT$1.83b (down 16% from FY 2022). Profit margin: 2.5% (down from 2.7% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Mar 15YFY Inc., Annual General Meeting, Jun 20, 2024YFY Inc., Annual General Meeting, Jun 20, 2024. Location: 5F, No.24, Sec. 1, Hangzhou S. Rd., Taipei, (GIS MOTC Convention Center) Taipei Taiwan Agenda: To consider report of 2023 business & financial statements; to consider Audit Committee report of 2023 audited financial report; to consider Report of the cash dividend distribution for year 2023; to consider Report of the employees & directors' remuneration for year 2023; to consider Report of the amendment Rules of Procedure for Board of Directors Meetings; to consider Ratification of operating reports and financial statements for year 2023; to consider ratification of earnings appropriation for year 2023; to elect the Company's 29th directors and independent directors; and to consider other matters.
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: NT$0.12 (vs NT$0.31 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.12 (down from NT$0.31 in 2Q 2022). Revenue: NT$18.1b (down 9.7% from 2Q 2022). Net income: NT$190.3m (down 63% from 2Q 2022). Profit margin: 1.1% (down from 2.6% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 06Upcoming dividend of NT$0.90 per share at 1.3% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 11 August 2023. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (1.9%).
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$39.70, the stock trades at a trailing P/E ratio of 34.2x. Average trailing P/E is 32x in the Forestry industry in Taiwan. Total returns to shareholders of 236% over the past three years.
New Risk • Jun 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (2.5% net profit margin).
お知らせ • Jun 21YFY Inc. Announces Cash Dividend for the Year 2022, Payable on August 11, 2023YFY Inc. at its shareholders meeting held on June 20, 2023, announced Cash dividends, TWD 1,494,334,346 (TWD 0.9 per share). Ex-rights (ex-dividend) trading date is on July 13, 2023 with Ex-rights (ex-dividend) record date is on July 19, 2023. Payment date of cash dividend distribution is on August 11, 2023.
Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$37.00, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 10x in the Forestry industry in Asia. Total returns to shareholders of 210% over the past three years.
Buying Opportunity • May 26Now 22% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be NT$41.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has declined by 3.2%. Revenue is forecast to grow by 5.9% in a year. Earnings is forecast to decline by 20% in the next year.
Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: NT$1.31 (down from NT$3.13 in FY 2021). Revenue: NT$79.6b (down 6.6% from FY 2021). Net income: NT$2.17b (down 58% from FY 2021). Profit margin: 2.7% (down from 6.1% in FY 2021). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 4.4%. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.
Board Change • Nov 16Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yie-Yun Chang 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. Lack of board continuity.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$0.56 (vs NT$0.78 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.56 (down from NT$0.78 in 3Q 2021). Revenue: NT$2.51b (down 87% from 3Q 2021). Net income: NT$150.9m (down 88% from 3Q 2021). Profit margin: 6.0% (down from 6.6% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 12YFY Inc. Appoints York Kuo as Chief Information Security OfficerYFY Inc. APPOINTS York Kuo/General manager /Fidelis IT Solutions Co. Ltd. as Chief Information Security Officer. effective date is November 11, 2022.
お知らせ • Sep 28YFY Inc. Announces Executive ChangesYFY Inc. announced appointment of financial officer. Name, title, and resume of the previous position holder is K. T. Yin /VP of Center of Corporate Finance /YFY Inc. Name, title, and resume of the new position holder is Allen Chen /Assistant VP of Treasury Management Department /YFY Inc. Effective date is September 27, 2022.
Reported Earnings • Aug 19Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: NT$0.31 (down from NT$1.02 in 2Q 2021). Revenue: NT$20.1b (down 11% from 2Q 2021). Net income: NT$519.1m (down 69% from 2Q 2021). Profit margin: 2.6% (down from 7.5% in 2Q 2021). Revenue exceeded analyst estimates by 9.4%. Earnings per share (EPS) also surpassed analyst estimates by 1,450%. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 29% per year.
Upcoming Dividend • Jul 08Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 15 July 2022. Payment date: 18 August 2022. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 6.1%. Lower than top quartile of Taiwanese dividend payers (6.8%). In line with average of industry peers (5.8%).
お知らせ • Jun 25YFY Inc. Announces Cash Dividend for 2021YFY Inc. announced cash dividends of TWD 2,490,557,243 or (TWD 1.5 per share) for 2021, Ex-rights (ex-dividend) record date is July 23, 2022 and Ex-rights (ex-dividend) trading date is July 15, 2022.
Reported Earnings • May 22First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: NT$0.15 (down from NT$0.94 in 1Q 2021). Revenue: NT$19.8b (down 7.0% from 1Q 2021). Net income: NT$244.4m (down 84% from 1Q 2021). Profit margin: 1.2% (down from 7.3% in 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • May 19Consensus revenue estimates fall by 13%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$86.5b to NT$75.5b. EPS estimate fell from NT$2.98 to NT$0.71 per share. Net income forecast to shrink 77% next year vs 31% growth forecast for Forestry industry in Taiwan . Consensus price target down from NT$35.00 to NT$22.00. Share price fell 6.5% to NT$26.45 over the past week.
Price Target Changed • May 18Price target decreased to NT$22.00Down from NT$35.35, the current price target is provided by 1 analyst. New target price is 19% below last closing price of NT$27.05. Stock is down 20% over the past year. The company is forecast to post earnings per share of NT$0.71 for next year compared to NT$3.13 last year.
Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yie-Yun Chang 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. Lack of board continuity.
Reported Earnings • Mar 18Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: NT$3.13 (down from NT$3.14 in FY 2020). Revenue: NT$85.3b (up 17% from FY 2020). Net income: NT$5.20b (flat on FY 2020). Profit margin: 6.1% (down from 7.1% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 1.4%, compared to a 26% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 30YFY Inc. Approves to Change the President of the CompanyYFY Inc. appointed David Lo as President in place of Willie Tsai, effective February 7, 2022. David Lo is Managing Director, UBS Taipei Branch.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.64 (vs NT$1.33 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$2.23b (down 88% from 3Q 2020). Net income: NT$156.8m (down 93% from 3Q 2020). Profit margin: 7.0% (down from 12% 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 54% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS NT$1.02 (vs NT$0.76 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$22.6b (up 30% from 2Q 2020). Net income: NT$1.70b (up 34% from 2Q 2020). Profit margin: 7.5% (up from 7.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 29% share price gain to NT$50.60, the stock trades at a trailing P/E ratio of 13.7x. Average forward P/E is 12x in the Forestry industry in Taiwan. Total returns to shareholders of 360% over the past three years.
Upcoming Dividend • Jun 02Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 09 June 2021. Payment date: 09 July 2021. Trailing yield: 3.8%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.0%).
Executive Departure • May 26Assistant VP & Director has left the companyOn the 17th of May, Hsing Hui Ho's tenure in the role of Assistant VP & Director ended. We don't have any record of a personal shareholding under Hsing Hui's name. A total of 3 executives have left over the last 12 months.
Executive Departure • May 26Independent Director has left the companyOn the 17th of May, Wen-Cheng Huang's tenure as Independent Director ended after 8.9 years in the role. We don't have any record of a personal shareholding under Wen-Cheng's name. A total of 3 executives have left over the last 12 months.
Executive Departure • May 26Independent Director has left the companyOn the 17th of May, Tian Chong Chen's tenure as Independent Director ended after 8.9 years in the role. We don't have any record of a personal shareholding under Tian Chong's name. A total of 3 executives have left over the last 12 months.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$35.50, the stock trades at a trailing P/E ratio of 9.6x. Average forward P/E is 13x in the Forestry industry in Taiwan. Total returns to shareholders of 223% over the past three years.
お知らせ • May 18YFY Inc. Approves Cash Dividend for the Year 2020YFY Inc. at its shareholders meeting held on May 17, 2021, approved cash dividend of TWD 2,490,557,243 (TWD 1.5 per share). Ex-rights (ex-dividend) trading date is June 09, 2021, ex-rights (ex-dividend) record date is June 15, 2021.
Reported Earnings • May 16First quarter 2021 earnings released: EPS NT$0.94 (vs NT$0.38 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$21.3b (up 32% from 1Q 2020). Net income: NT$1.56b (up 145% from 1Q 2020). Profit margin: 7.3% (up from 3.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 20YFY (TPE:1907) Is Doing The Right Things To Multiply Its Share PriceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$37.10, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Forestry industry in Asia. Total returns to shareholders of 226% over the past three years.
分析記事 • Apr 05Why YFY's (TPE:1907) Earnings Are Better Than They SeemThe recent earnings posted by YFY Inc. ( TPE:1907 ) were solid, but the stock didn't move as much as we expected. We...
Reported Earnings • Mar 30Full year 2020 earnings released: EPS NT$3.14 (vs NT$1.38 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$73.2b (down 2.0% from FY 2019). Net income: NT$5.21b (up 128% from FY 2019). Profit margin: 7.1% (up from 3.1% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 28Why Dividend Hunters Love YFY Inc. (TPE:1907)Today we'll take a closer look at YFY Inc. ( TPE:1907 ) from a dividend investor's perspective. Owning a strong...
分析記事 • Mar 13These 4 Measures Indicate That YFY (TPE:1907) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Mar 09New 90-day high: NT$29.70The company is up 24% from its price of NT$23.90 on 09 December 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 16% over the same period.
お知らせ • Feb 27YFY Inc., Annual General Meeting, May 17, 2021YFY Inc., Annual General Meeting, May 17, 2021. Location: 5F, No.24, Sec. 1 Hangzhou S. Rd. Taipei Taiwan Agenda: To consider and approve the report of 2020 business & financial statements; to consider and approve the Audit Committee report of 2020 audited financial report;to consider and approve the report of the employees & directors' remuneration for year 2020; and to consider and approve the report the share release plan by installments of the subsidiary, Yuen Foong Yu Consumer Products., Ltd., to conduct its IPO plan 5.Cause for convening the meeting; to consider and approve the board members elections; and to consider and approve other business.
分析記事 • Feb 26YFY (TPE:1907) Has Gifted Shareholders With A Fantastic 203% Total Return On Their InvestmentThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...
分析記事 • Feb 11Declining Stock and Solid Fundamentals: Is The Market Wrong About YFY Inc. (TPE:1907)?It is hard to get excited after looking at YFY's (TPE:1907) recent performance, when its stock has declined 10% over...
分析記事 • Jan 29I Ran A Stock Scan For Earnings Growth And YFY (TPE:1907) Passed With EaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Jan 16Estimating The Intrinsic Value Of YFY Inc. (TPE:1907)How far off is YFY Inc. ( TPE:1907 ) from its intrinsic value? Using the most recent financial data, we'll take a look...
分析記事 • Jan 03Will YFY's (TPE:1907) Growth In ROCE Persist?What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Dec 19Does YFY Inc. (TPE:1907) Have A Place In Your Dividend Portfolio?Could YFY Inc. ( TPE:1907 ) be an attractive dividend share to own for the long haul? Investors are often drawn to...
Is New 90 Day High Low • Dec 15New 90-day high: NT$24.90The company is up 35% from its price of NT$18.45 on 16 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$21.94 per share.
分析記事 • Dec 06These 4 Measures Indicate That YFY (TPE:1907) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Nov 23YFY (TPE:1907) Has Gifted Shareholders With A Fantastic 160% Total Return On Their InvestmentThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on a lighter note, a...
お知らせ • Nov 21YFY Inc. Announces Judgment Result of the 106 Jin-Jun-Su-Tze No.18 Announced by Taipei District CourtYFY Inc. announced judgment result of the 106 Jin-Jun-Su-Tze No.18 announced by Taipei District Court. Parties to the legal matter: Director SC Ho, previous director SY Chiu, and the senior managers JB Chang, CF Wu, SS Chan and JC Min. Details of occurrence: A subsidiary of the company purchased certain exchangeable bond in the amount of USD 8.5 million issued by Giant Crystal in 2011. The prosecutor after investigation is of the view that the transaction was consummated in violation the Securities and Exchange Act and the Criminal Law and the relevant personals was indicated on August 18, 2018. The Taipei District Court announced its judgment as follows: Director SC Ho 8 years and 6 month, previous Director SY Chiu 4 years and 8 month, JB Chang 4 years and 6 month plus 4 month, SS Chan 4 years plus 6 month, and CF Wu and JC Min not guilty. The case can be appealed. The result has no material impact on the finance and business operations of the Company.
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$1.33The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$18.8b (down 1.6% from 3Q 2019). Net income: NT$2.22b (up 88% from 3Q 2019). Profit margin: 12% (up from 6.2% in 3Q 2019). The increase in margin was driven by lower expenses. 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 22% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Nov 13New 90-day high: NT$22.35The company is up 52% from its price of NT$14.75 on 14 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$30.56 per share.
Is New 90 Day High Low • Oct 26New 90-day high: NT$19.95The company is up 50% from its price of NT$13.30 on 28 July 2020. The Taiwanese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$13.55 per share.