NANTEX Industry（2108）株式概要ナンテックス工業株式会社は、その子会社とともに、台湾、中国、タイ、マレーシアおよび海外で各種ラテックス、ゴムおよび関連製品の製造、加工、販売を行っている。 詳細2108 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績1/6財務の健全性6/6配当金2/6報酬当社が推定した公正価値より78.3%で取引されている リスク分析過去5年間で収益は年間63.7%減少しました。 3.58%の配当は利益で十分にカバーされていない すべてのリスクチェックを見る2108 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$27.95295.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture020b2016201920222025202620282031Revenue NT$3.2bEarnings NT$140.5mAdvancedSet Fair ValueView all narrativesNANTEX Industry Co., Ltd. 競合他社Johnson Fine ChemicalSymbol: TPEX:7763Market cap: NT$14.0bSan Fu ChemicalSymbol: TWSE:4755Market cap: NT$14.8bCoremaxSymbol: TWSE:4739Market cap: NT$11.9bTaiwan Hopax Chemicals ManufacturingSymbol: TPEX:6509Market cap: NT$9.8b価格と性能株価の高値、安値、推移の概要NANTEX Industry過去の株価現在の株価NT$27.9552週高値NT$29.9552週安値NT$21.25ベータ0.641ヶ月の変化5.08%3ヶ月変化5.87%1年変化6.27%3年間の変化-26.74%5年間の変化-78.66%IPOからの変化91.68%最新ニュースReported Earnings • May 12First quarter 2026 earnings released: EPS: NT$0.34 (vs NT$0.30 in 1Q 2025)First quarter 2026 results: EPS: NT$0.34 (up from NT$0.30 in 1Q 2025). Revenue: NT$2.60b (up 14% from 1Q 2025). Net income: NT$166.6m (up 11% from 1Q 2025). Profit margin: 6.4% (down from 6.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$0.83 (vs NT$1.14 in FY 2024)Full year 2025 results: EPS: NT$0.83 (down from NT$1.14 in FY 2024). Revenue: NT$9.55b (down 16% from FY 2024). Net income: NT$410.5m (down 27% from FY 2024). Profit margin: 4.3% (down from 4.9% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.お知らせ • Mar 10+ 1 more updateNANTEX Industry Co., Ltd., Annual General Meeting, May 26, 2026NANTEX Industry Co., Ltd., Annual General Meeting, May 26, 2026, at 10:00 Taipei Standard Time. Location: 1 floor no,261, nan men rd., tainan city TaiwanReported Earnings • Nov 09Third quarter 2025 earnings released: EPS: NT$0.24 (vs NT$0.25 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.24 (down from NT$0.25 in 3Q 2024). Revenue: NT$2.34b (down 26% from 3Q 2024). Net income: NT$117.4m (down 5.4% from 3Q 2024). Profit margin: 5.0% (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 39% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 12Second quarter 2025 earnings released: EPS: NT$0.03 (vs NT$0.33 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.03 (down from NT$0.33 in 2Q 2024). Revenue: NT$2.63b (down 14% from 2Q 2024). Net income: NT$13.5m (down 92% from 2Q 2024). Profit margin: 0.5% (down from 5.2% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Reported Earnings • May 13First quarter 2025 earnings released: EPS: NT$0.31 (vs NT$0.21 in 1Q 2024)First quarter 2025 results: EPS: NT$0.31 (up from NT$0.21 in 1Q 2024). Revenue: NT$2.27b (up 4.2% from 1Q 2024). Net income: NT$150.4m (up 44% from 1Q 2024). Profit margin: 6.6% (up from 4.8% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.最新情報をもっと見るRecent updatesReported Earnings • May 12First quarter 2026 earnings released: EPS: NT$0.34 (vs NT$0.30 in 1Q 2025)First quarter 2026 results: EPS: NT$0.34 (up from NT$0.30 in 1Q 2025). Revenue: NT$2.60b (up 14% from 1Q 2025). Net income: NT$166.6m (up 11% from 1Q 2025). Profit margin: 6.4% (down from 6.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$0.83 (vs NT$1.14 in FY 2024)Full year 2025 results: EPS: NT$0.83 (down from NT$1.14 in FY 2024). Revenue: NT$9.55b (down 16% from FY 2024). Net income: NT$410.5m (down 27% from FY 2024). Profit margin: 4.3% (down from 4.9% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.お知らせ • Mar 10+ 1 more updateNANTEX Industry Co., Ltd., Annual General Meeting, May 26, 2026NANTEX Industry Co., Ltd., Annual General Meeting, May 26, 2026, at 10:00 Taipei Standard Time. Location: 1 floor no,261, nan men rd., tainan city TaiwanReported Earnings • Nov 09Third quarter 2025 earnings released: EPS: NT$0.24 (vs NT$0.25 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.24 (down from NT$0.25 in 3Q 2024). Revenue: NT$2.34b (down 26% from 3Q 2024). Net income: NT$117.4m (down 5.4% from 3Q 2024). Profit margin: 5.0% (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 39% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 12Second quarter 2025 earnings released: EPS: NT$0.03 (vs NT$0.33 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.03 (down from NT$0.33 in 2Q 2024). Revenue: NT$2.63b (down 14% from 2Q 2024). Net income: NT$13.5m (down 92% from 2Q 2024). Profit margin: 0.5% (down from 5.2% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Reported Earnings • May 13First quarter 2025 earnings released: EPS: NT$0.31 (vs NT$0.21 in 1Q 2024)First quarter 2025 results: EPS: NT$0.31 (up from NT$0.21 in 1Q 2024). Revenue: NT$2.27b (up 4.2% from 1Q 2024). Net income: NT$150.4m (up 44% from 1Q 2024). Profit margin: 6.6% (up from 4.8% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.お知らせ • Apr 22NANTEX Industry Co., Ltd. to Report Q1, 2025 Results on May 09, 2025NANTEX Industry Co., Ltd. announced that they will report Q1, 2025 results on May 09, 2025Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$24.30, the stock trades at a trailing P/E ratio of 21.3x. Average trailing P/E is 17x in the Chemicals industry in Taiwan. Total loss to shareholders of 53% over the past three years.分析記事 • Mar 25NANTEX Industry (TWSE:2108) Is Due To Pay A Dividend Of NT$1.00The board of NANTEX Industry Co., Ltd. ( TWSE:2108 ) has announced that it will pay a dividend on the 24th of April...お知らせ • Mar 11NANTEX Industry Co., Ltd., Annual General Meeting, May 26, 2025NANTEX Industry Co., Ltd., Annual General Meeting, May 26, 2025, at 10:00 Taipei Standard Time. Location: 1 floor no,261, nan men rd., tainan city TaiwanReported Earnings • Mar 11Full year 2024 earnings released: EPS: NT$1.14 (vs NT$1.45 in FY 2023)Full year 2024 results: EPS: NT$1.14 (down from NT$1.45 in FY 2023). Revenue: NT$11.4b (up 27% from FY 2023). Net income: NT$562.5m (down 21% from FY 2023). Profit margin: 4.9% (down from 8.0% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.Declared Dividend • Mar 10Dividend of NT$1.00 announcedShareholders will receive a dividend of NT$1.00. Ex-date: 26th March 2025 Payment date: 24th April 2025 Dividend yield will be 3.0%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (100% earnings payout ratio) nor is it covered by cash flows (359% cash payout ratio). The dividend has increased by an average of 12% 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 11% to bring the payout ratio under control. However, EPS has declined by 20% over the last 5 years so the company would need to reverse this trend.お知らせ • Feb 25NANTEX Industry Co., Ltd. to Report Q4, 2024 Results on Mar 07, 2025NANTEX Industry Co., Ltd. announced that they will report Q4, 2024 results on Mar 07, 2025New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.New Risk • Nov 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.7% Last year net profit margin: 7.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 100% Cash payout ratio: 359% Earnings have declined by 21% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (4.7% net profit margin).Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: NT$0.25 (vs NT$0.40 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.25 (down from NT$0.40 in 3Q 2023). Revenue: NT$3.15b (up 33% from 3Q 2023). Net income: NT$124.1m (down 37% from 3Q 2023). Profit margin: 3.9% (down from 8.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.お知らせ • Oct 18NANTEX Industry Co., Ltd. to Report Q3, 2024 Results on Nov 08, 2024NANTEX Industry Co., Ltd. announced that they will report Q3, 2024 results on Nov 08, 2024分析記事 • Sep 04NANTEX Industry (TWSE:2108) Might Be Having Difficulty Using Its Capital EffectivelyIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Aug 08Second quarter 2024 earnings released: EPS: NT$0.33 (vs NT$0.48 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.33 (down from NT$0.48 in 2Q 2023). Revenue: NT$3.06b (up 36% from 2Q 2023). Net income: NT$160.2m (down 32% from 2Q 2023). Profit margin: 5.2% (down from 11% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.お知らせ • Jul 23NANTEX Industry Co., Ltd. to Report Q2, 2024 Results on Aug 07, 2024NANTEX Industry Co., Ltd. announced that they will report Q2, 2024 results on Aug 07, 2024分析記事 • Jul 12NANTEX Industry Co., Ltd. (TWSE:2108) Stock Rockets 26% As Investors Are Less Pessimistic Than ExpectedNANTEX Industry Co., Ltd. ( TWSE:2108 ) shares have continued their recent momentum with a 26% gain in the last month...Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$45.55, the stock trades at a trailing P/E ratio of 35.1x. Average trailing P/E is 25x in the Chemicals industry in Taiwan. Total loss to shareholders of 58% over the past three years.分析記事 • Jul 05NANTEX Industry (TWSE:2108) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Reported Earnings • May 09First quarter 2024 earnings released: EPS: NT$0.21 (vs NT$0.36 in 1Q 2023)First quarter 2024 results: EPS: NT$0.21 (down from NT$0.36 in 1Q 2023). Revenue: NT$2.18b (down 2.6% from 1Q 2023). Net income: NT$104.4m (down 42% from 1Q 2023). Profit margin: 4.8% (down from 8.0% in 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.お知らせ • Apr 24NANTEX Industry Co., Ltd. to Report Q1, 2024 Results on May 07, 2024NANTEX Industry Co., Ltd. announced that they will report Q1, 2024 results on May 07, 2024Upcoming Dividend • Mar 21Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 69% and the cash payout ratio is 95%. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (4.7%). Lower than average of industry peers (4.1%).分析記事 • Mar 08NANTEX Industry's (TWSE:2108) Shareholders Will Receive A Smaller Dividend Than Last YearNANTEX Industry Co., Ltd. ( TWSE:2108 ) is reducing its dividend to NT$1.00 on the 26th of Aprilwhich is 50% less than...Declared Dividend • Mar 08Dividend reduced to NT$1.00Dividend of NT$1.00 is 50% lower than last year. Ex-date: 28th March 2024 Payment date: 26th April 2024 Dividend yield will be 2.9%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (142% earnings payout ratio) nor is it adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 18% 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 58% to bring the payout ratio under control. However, EPS has declined by 14% over the last 5 years so the company would need to reverse this trend.お知らせ • Mar 07+ 1 more updateNANTEX Industry Co., Ltd., Annual General Meeting, May 29, 2024NANTEX Industry Co., Ltd., Annual General Meeting, May 29, 2024. Location: Conference Hall, 1st Floor, Tainan City Labor Education Center, 261 Nanmen Road, Tainan City Taiwan Agenda: To consider 2023 Business Report of the Company; to consider Report on Audit Committee's Review of 2023 Financial Statements of the Company; to consider Report on 2023 distribution of remuneration of employees, directors; to consider Report on endorsement and guarantee total amount related to businesses of the Company made by the Company and subsidiaries; to consider Report on status of loaning of funds to others related to the business of the Company made by the Company and subsidiaries; to consider the company's 2023 Report on Earnings Distribution of Cash Dividends; and to consider other matters.お知らせ • Dec 27NANTEX Industry Co., Ltd. Announces CFO Changes, Effective January 8, 2024NANTEX Industry Co., Ltd. announced Name, title, and resume of the previous position holder: TAI HSIN FU, financial officer and Name, title, and resume of the new position holder: CHAO HSIU MEI, financial officer acting manager. Type of the change: position adjustment. Effective date: 2024/01/08.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: NT$0.40 (vs NT$0.33 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.40 (up from NT$0.33 in 3Q 2022). Revenue: NT$2.36b (down 6.1% from 3Q 2022). Net income: NT$195.5m (up 21% from 3Q 2022). Profit margin: 8.3% (up from 6.5% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: NT$0.48 (vs NT$0.75 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.48 (down from NT$0.75 in 2Q 2022). Revenue: NT$2.25b (down 35% from 2Q 2022). Net income: NT$236.9m (down 36% from 2Q 2022). Profit margin: 11% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 26% 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.Upcoming Dividend • Mar 23Upcoming dividend of NT$2.00 per share at 4.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 April 2023. Payout ratio is on the higher end at 83%, and the cash payout ratio is above 100%. Trailing yield: 4.8%. Lower than top quartile of Taiwanese dividend payers (6.0%). Lower than average of industry peers (6.3%).Buying Opportunity • Nov 29Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be NT$46.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 34%.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$0.33 (vs NT$3.00 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.33 (down from NT$3.00 in 3Q 2021). Revenue: NT$2.51b (down 54% from 3Q 2021). Net income: NT$162.2m (down 89% from 3Q 2021). Profit margin: 6.5% (down from 27% 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 34% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$0.33 (vs NT$3.00 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.33 (down from NT$3.00 in 3Q 2021). Revenue: NT$2.51b (down 54% from 3Q 2021). Net income: NT$162.2m (down 89% from 3Q 2021). Profit margin: 6.5% (down from 27% 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 34% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: NT$0.75 (vs NT$5.15 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.75 (down from NT$5.15 in 2Q 2021). Revenue: NT$3.44b (down 52% from 2Q 2021). Net income: NT$369.9m (down 85% from 2Q 2021). Profit margin: 11% (down from 35% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 07+ 1 more updateNantex Industry Co., Ltd. Appoints Mr. Tung-Yuan Yang as Chief Strategy OfficerNantex Industry Co., Ltd. announced that On June 6, 2022, the board of directors of the company approved the appointment of Mr. Tung-Yuan Yang,the chairman of the board, as the chief strategy officer. Effective date is June 6, 2022.Reported Earnings • May 11First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: NT$1.17 (down from NT$5.45 in 1Q 2021). Revenue: NT$3.49b (down 50% from 1Q 2021). Net income: NT$577.6m (down 79% from 1Q 2021). Profit margin: 17% (down from 39% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 17Upcoming dividend of NT$7.00 per shareEligible shareholders must have bought the stock before 24 March 2022. Payment date: 25 April 2022. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 8.8%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (6.3%).Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$81.40, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 17x in the Chemicals industry in Taiwan. Total returns to shareholders of 177% over the past three years.お知らせ • Mar 10NANTEX Industry Co., Ltd. Announces Dividend, Payable on April 25, 2022NANTEX Industry Co., Ltd. announced dividend of TWD 3,446,916,613 (TWD 7.0 distributed per share) at the board of directors or shareholders meeting on March 8, 2022. Ex-rights (ex-dividend) trading date is on March 24, 2022. Ex-rights (ex-dividend) record date as on April 1, 2022. Date of cash dividends distribution is on April 25, 2022.NANTEX Industry Co., Ltd. announced dividend of TWD 1,969,666,636 (TWD 4.0 distributed per share) at the board of directors or shareholders meeting on March 17, 2021. Ex-rights (ex-dividend) trading date is on April 7, 2021. Ex-rights (ex-dividend) record date as on April 13, 2021. Date of cash dividends distribution is on May 7, 2021.Reported Earnings • Mar 10Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: NT$14.92 (up from NT$7.21 in FY 2020). Revenue: NT$23.5b (up 63% from FY 2020). Net income: NT$7.35b (up 107% from FY 2020). Profit margin: 31% (up from 25% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS NT$3.00 (vs NT$1.66 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$5.45b (up 58% from 3Q 2020). Net income: NT$1.48b (up 81% from 3Q 2020). Profit margin: 27% (up from 24% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS NT$5.15 (vs NT$0.85 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$7.21b (up 166% from 2Q 2020). Net income: NT$2.53b (up NT$2.11b from 2Q 2020). Profit margin: 35% (up from 16% 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 62% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$166, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 16x in the Chemicals industry in Taiwan. Total returns to shareholders of 634% over the past three years.Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$119, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 15x in the Chemicals industry in Taiwan. Total returns to shareholders of 457% over the past three years.Reported Earnings • May 11First quarter 2021 earnings released: EPS NT$5.45 (vs NT$0.73 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$6.95b (up 163% from 1Q 2020). Net income: NT$2.68b (up NT$2.32b from 1Q 2020). Profit margin: 39% (up from 14% 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 46% per year but the company’s share price has increased by 79% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Apr 28Investors Shouldn't Overlook NANTEX Industry's (TPE:2108) Impressive Returns On CapitalWhat 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 • Apr 15These 4 Measures Indicate That NANTEX Industry (TPE:2108) Is Using Debt SafelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improved over the past weekAfter last week's 50% share price gain to NT$166, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 21x in the Chemicals industry in Taiwan. Total returns to shareholders of 740% over the past three years.Upcoming Dividend • Mar 31Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 07 April 2021. Payment date: 07 May 2021. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (4.8%). In line with average of industry peers (3.5%).Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$87.80, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 21x in the Chemicals industry in Taiwan. Total returns to shareholders of 354% over the past three years.お知らせ • Mar 18+ 1 more updateNANTEX Industry Co., Ltd. Announces Dividend, Payable on May 7, 2021NANTEX Industry Co., Ltd. announced dividend of TWD 1,969,666,636 (TWD 4.0 distributed per share) at the board of directors or shareholders meeting on March 17, 2021. Ex-rights (ex-dividend) trading date is on April 7, 2021. Ex-rights (ex-dividend) record date as on April 13, 2021. Date of cash dividends distribution is on May 7, 2021.Reported Earnings • Mar 18Full year 2020 earnings released: EPS NT$7.21 (vs NT$2.90 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$14.4b (up 16% from FY 2019). Net income: NT$3.55b (up 149% from FY 2019). Profit margin: 25% (up from 12% in FY 2019). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Mar 09Are Strong Financial Prospects The Force That Is Driving The Momentum In NANTEX Industry Co., Ltd.'s TPE:2108) Stock?Most readers would already be aware that NANTEX Industry's (TPE:2108) stock increased significantly by 26% over the...Valuation Update With 7 Day Price Move • Mar 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$73.30, the stock is trading at a trailing P/E ratio of 19x, up from the previous P/E ratio of 16.2x. This compares to an average P/E of 20x in the Chemicals industry in Taiwan. Total returns to shareholders over the past three years are 289%.分析記事 • Feb 24Is NANTEX Industry Co., Ltd. (TPE:2108) Popular Amongst Institutions?The big shareholder groups in NANTEX Industry Co., Ltd. ( TPE:2108 ) have power over the company. Large companies...Is New 90 Day High Low • Feb 23New 90-day high: NT$65.50The company is up 7.0% from its price of NT$61.00 on 25 November 2020. The Taiwanese market is up 18% 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 • Feb 11Here's Why We Think NANTEX Industry (TPE:2108) Is Well Worth WatchingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...分析記事 • Jan 29Could NANTEX Industry Co., Ltd. (TPE:2108) Have The Makings Of Another Dividend Aristocrat?Today we'll take a closer look at NANTEX Industry Co., Ltd. ( TPE:2108 ) from a dividend investor's perspective. Owning...分析記事 • Jan 16Should You Invest In NANTEX Industry (TPE:2108)?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Jan 03NANTEX Industry (TPE:2108) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$65.00, the stock is trading at a trailing P/E ratio of 16.8x, up from the previous P/E ratio of 14.6x. This compares to an average P/E of 19x in the Chemicals industry in Taiwan. Total returns to shareholders over the past three years are 242%.分析記事 • Dec 21NANTEX Industry (TPE:2108) Has Gifted Shareholders With A Fantastic 296% Total Return On Their InvestmentWhen you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...分析記事 • Dec 08Is NANTEX Industry Co., Ltd.'s (TPE:2108) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?NANTEX Industry's (TPE:2108) stock is up by a considerable 19% over the past three months. Given the company's...分析記事 • Nov 25What Is The Ownership Structure Like For NANTEX Industry Co., Ltd. (TPE:2108)?Every investor in NANTEX Industry Co., Ltd. (TPE:2108) should be aware of the most powerful shareholder groups...Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS NT$1.66The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$3.45b (up 7.5% from 3Q 2019). Net income: NT$815.1m (up 201% from 3Q 2019). Profit margin: 24% (up from 8.5% in 3Q 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 28Market bids up stock over the past weekAfter last week's 16% share price gain to NT$73.50, the stock is trading at a trailing P/E ratio of 26.6x, up from the previous P/E ratio of 22.9x. This compares to an average P/E of 22x in the Chemicals industry in Taiwan. Total returns to shareholders over the past three years are 306%.Is New 90 Day High Low • Oct 26New 90-day high: NT$66.70The company is up 96% from its price of NT$34.00 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 Chemicals industry, which is up 3.0% over the same period.Is New 90 Day High Low • Oct 07New 90-day high: NT$53.60The company is up 37% from its price of NT$39.20 on 09 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 2.0% over the same period.株主還元2108TW ChemicalsTW 市場7D3.5%2.4%2.6%1Y6.3%69.0%94.7%株主還元を見る業界別リターン: 2108過去 1 年間で69 % 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: 2108は、過去 1 年間で94.7 % のリターンを上げたTW市場を下回りました。価格変動Is 2108's price volatile compared to industry and market?2108 volatility2108 Average Weekly Movement6.4%Chemicals Industry Average Movement7.1%Market Average Movement6.2%10% most volatile stocks in TW Market12.3%10% least volatile stocks in TW Market2.5%安定した株価: 2108 、 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: 2108の 週次ボラティリティ ( 6% ) 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1979n/aPo-Ming Houwww.nantex.com.twナンテックス工業株式会社は、その子会社とともに、台湾、中国、タイ、マレーシア、および海外で各種ラテックス、ゴム、および関連製品の製造、加工、販売を行っている。同社は、検査用、医療用、家庭用、工業用手袋のほか、画用紙、コーティングホワイトボード、カーペットの裏張り、靴の中敷き、不織布の飽和剤、接着剤、プラスチック改質剤、建築材料、人工皮革用不織布の飽和剤などに使用される合成ゴムラテックス製品「NANTEX」を提供している。また、Oリング、ガスケット、燃料ホース、靴底、自動車部品、絶縁機器、スポーツ用品、ローラー、電子部品に使用されるNANCARアクリロニトリル-ブタジエンゴム製品も提供している。さらに、自動車部品、建築材料、食品および3C産業用部品、スポーツ用品、工業製品、医療機器、プラスチック改質剤に使用される熱可塑性エラストマー製品「ダイナプレン」、Oリング、ガスケット、燃料ホース、靴底、自動車部品に使用されるカーボンマスターバッチコンパウンド「ナンカー」を提供している。同社は以前、プレジデントファインケミカル工業株式会社として知られていた。1991年10月に社名をナンテックス工業株式会社に変更。1979年に法人化され、台湾の高雄に本社を置く。もっと見るNANTEX Industry Co., Ltd. 基礎のまとめNANTEX Industry の収益と売上を時価総額と比較するとどうか。2108 基礎統計学時価総額NT$13.76b収益（TTM）NT$426.68m売上高(TTM)NT$9.87b32.3xPER（株価収益率1.4xP/Sレシオ2108 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2108 損益計算書（TTM）収益NT$9.87b売上原価NT$7.57b売上総利益NT$2.30bその他の費用NT$1.87b収益NT$426.68m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）0.87グロス・マージン23.27%純利益率4.32%有利子負債／自己資本比率0.8%2108 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.6%現在の配当利回り115%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 05:18終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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NANTEX Industry Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関null nullKGI Securities Co. Ltd.Linghui ChiouMasterlink Securities Investment Advisory
Reported Earnings • May 12First quarter 2026 earnings released: EPS: NT$0.34 (vs NT$0.30 in 1Q 2025)First quarter 2026 results: EPS: NT$0.34 (up from NT$0.30 in 1Q 2025). Revenue: NT$2.60b (up 14% from 1Q 2025). Net income: NT$166.6m (up 11% from 1Q 2025). Profit margin: 6.4% (down from 6.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$0.83 (vs NT$1.14 in FY 2024)Full year 2025 results: EPS: NT$0.83 (down from NT$1.14 in FY 2024). Revenue: NT$9.55b (down 16% from FY 2024). Net income: NT$410.5m (down 27% from FY 2024). Profit margin: 4.3% (down from 4.9% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 10+ 1 more updateNANTEX Industry Co., Ltd., Annual General Meeting, May 26, 2026NANTEX Industry Co., Ltd., Annual General Meeting, May 26, 2026, at 10:00 Taipei Standard Time. Location: 1 floor no,261, nan men rd., tainan city Taiwan
Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: NT$0.24 (vs NT$0.25 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.24 (down from NT$0.25 in 3Q 2024). Revenue: NT$2.34b (down 26% from 3Q 2024). Net income: NT$117.4m (down 5.4% from 3Q 2024). Profit margin: 5.0% (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 39% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 12Second quarter 2025 earnings released: EPS: NT$0.03 (vs NT$0.33 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.03 (down from NT$0.33 in 2Q 2024). Revenue: NT$2.63b (down 14% from 2Q 2024). Net income: NT$13.5m (down 92% from 2Q 2024). Profit margin: 0.5% (down from 5.2% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 13First quarter 2025 earnings released: EPS: NT$0.31 (vs NT$0.21 in 1Q 2024)First quarter 2025 results: EPS: NT$0.31 (up from NT$0.21 in 1Q 2024). Revenue: NT$2.27b (up 4.2% from 1Q 2024). Net income: NT$150.4m (up 44% from 1Q 2024). Profit margin: 6.6% (up from 4.8% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 12First quarter 2026 earnings released: EPS: NT$0.34 (vs NT$0.30 in 1Q 2025)First quarter 2026 results: EPS: NT$0.34 (up from NT$0.30 in 1Q 2025). Revenue: NT$2.60b (up 14% from 1Q 2025). Net income: NT$166.6m (up 11% from 1Q 2025). Profit margin: 6.4% (down from 6.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$0.83 (vs NT$1.14 in FY 2024)Full year 2025 results: EPS: NT$0.83 (down from NT$1.14 in FY 2024). Revenue: NT$9.55b (down 16% from FY 2024). Net income: NT$410.5m (down 27% from FY 2024). Profit margin: 4.3% (down from 4.9% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 10+ 1 more updateNANTEX Industry Co., Ltd., Annual General Meeting, May 26, 2026NANTEX Industry Co., Ltd., Annual General Meeting, May 26, 2026, at 10:00 Taipei Standard Time. Location: 1 floor no,261, nan men rd., tainan city Taiwan
Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: NT$0.24 (vs NT$0.25 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.24 (down from NT$0.25 in 3Q 2024). Revenue: NT$2.34b (down 26% from 3Q 2024). Net income: NT$117.4m (down 5.4% from 3Q 2024). Profit margin: 5.0% (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 39% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 12Second quarter 2025 earnings released: EPS: NT$0.03 (vs NT$0.33 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.03 (down from NT$0.33 in 2Q 2024). Revenue: NT$2.63b (down 14% from 2Q 2024). Net income: NT$13.5m (down 92% from 2Q 2024). Profit margin: 0.5% (down from 5.2% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 13First quarter 2025 earnings released: EPS: NT$0.31 (vs NT$0.21 in 1Q 2024)First quarter 2025 results: EPS: NT$0.31 (up from NT$0.21 in 1Q 2024). Revenue: NT$2.27b (up 4.2% from 1Q 2024). Net income: NT$150.4m (up 44% from 1Q 2024). Profit margin: 6.6% (up from 4.8% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 22NANTEX Industry Co., Ltd. to Report Q1, 2025 Results on May 09, 2025NANTEX Industry Co., Ltd. announced that they will report Q1, 2025 results on May 09, 2025
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$24.30, the stock trades at a trailing P/E ratio of 21.3x. Average trailing P/E is 17x in the Chemicals industry in Taiwan. Total loss to shareholders of 53% over the past three years.
分析記事 • Mar 25NANTEX Industry (TWSE:2108) Is Due To Pay A Dividend Of NT$1.00The board of NANTEX Industry Co., Ltd. ( TWSE:2108 ) has announced that it will pay a dividend on the 24th of April...
お知らせ • Mar 11NANTEX Industry Co., Ltd., Annual General Meeting, May 26, 2025NANTEX Industry Co., Ltd., Annual General Meeting, May 26, 2025, at 10:00 Taipei Standard Time. Location: 1 floor no,261, nan men rd., tainan city Taiwan
Reported Earnings • Mar 11Full year 2024 earnings released: EPS: NT$1.14 (vs NT$1.45 in FY 2023)Full year 2024 results: EPS: NT$1.14 (down from NT$1.45 in FY 2023). Revenue: NT$11.4b (up 27% from FY 2023). Net income: NT$562.5m (down 21% from FY 2023). Profit margin: 4.9% (down from 8.0% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
Declared Dividend • Mar 10Dividend of NT$1.00 announcedShareholders will receive a dividend of NT$1.00. Ex-date: 26th March 2025 Payment date: 24th April 2025 Dividend yield will be 3.0%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (100% earnings payout ratio) nor is it covered by cash flows (359% cash payout ratio). The dividend has increased by an average of 12% 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 11% to bring the payout ratio under control. However, EPS has declined by 20% over the last 5 years so the company would need to reverse this trend.
お知らせ • Feb 25NANTEX Industry Co., Ltd. to Report Q4, 2024 Results on Mar 07, 2025NANTEX Industry Co., Ltd. announced that they will report Q4, 2024 results on Mar 07, 2025
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
New Risk • Nov 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.7% Last year net profit margin: 7.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 100% Cash payout ratio: 359% Earnings have declined by 21% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (4.7% net profit margin).
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: NT$0.25 (vs NT$0.40 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.25 (down from NT$0.40 in 3Q 2023). Revenue: NT$3.15b (up 33% from 3Q 2023). Net income: NT$124.1m (down 37% from 3Q 2023). Profit margin: 3.9% (down from 8.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 18NANTEX Industry Co., Ltd. to Report Q3, 2024 Results on Nov 08, 2024NANTEX Industry Co., Ltd. announced that they will report Q3, 2024 results on Nov 08, 2024
分析記事 • Sep 04NANTEX Industry (TWSE:2108) Might Be Having Difficulty Using Its Capital EffectivelyIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Aug 08Second quarter 2024 earnings released: EPS: NT$0.33 (vs NT$0.48 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.33 (down from NT$0.48 in 2Q 2023). Revenue: NT$3.06b (up 36% from 2Q 2023). Net income: NT$160.2m (down 32% from 2Q 2023). Profit margin: 5.2% (down from 11% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 23NANTEX Industry Co., Ltd. to Report Q2, 2024 Results on Aug 07, 2024NANTEX Industry Co., Ltd. announced that they will report Q2, 2024 results on Aug 07, 2024
分析記事 • Jul 12NANTEX Industry Co., Ltd. (TWSE:2108) Stock Rockets 26% As Investors Are Less Pessimistic Than ExpectedNANTEX Industry Co., Ltd. ( TWSE:2108 ) shares have continued their recent momentum with a 26% gain in the last month...
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$45.55, the stock trades at a trailing P/E ratio of 35.1x. Average trailing P/E is 25x in the Chemicals industry in Taiwan. Total loss to shareholders of 58% over the past three years.
分析記事 • Jul 05NANTEX Industry (TWSE:2108) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Reported Earnings • May 09First quarter 2024 earnings released: EPS: NT$0.21 (vs NT$0.36 in 1Q 2023)First quarter 2024 results: EPS: NT$0.21 (down from NT$0.36 in 1Q 2023). Revenue: NT$2.18b (down 2.6% from 1Q 2023). Net income: NT$104.4m (down 42% from 1Q 2023). Profit margin: 4.8% (down from 8.0% in 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 24NANTEX Industry Co., Ltd. to Report Q1, 2024 Results on May 07, 2024NANTEX Industry Co., Ltd. announced that they will report Q1, 2024 results on May 07, 2024
Upcoming Dividend • Mar 21Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 69% and the cash payout ratio is 95%. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (4.7%). Lower than average of industry peers (4.1%).
分析記事 • Mar 08NANTEX Industry's (TWSE:2108) Shareholders Will Receive A Smaller Dividend Than Last YearNANTEX Industry Co., Ltd. ( TWSE:2108 ) is reducing its dividend to NT$1.00 on the 26th of Aprilwhich is 50% less than...
Declared Dividend • Mar 08Dividend reduced to NT$1.00Dividend of NT$1.00 is 50% lower than last year. Ex-date: 28th March 2024 Payment date: 26th April 2024 Dividend yield will be 2.9%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (142% earnings payout ratio) nor is it adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 18% 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 58% to bring the payout ratio under control. However, EPS has declined by 14% over the last 5 years so the company would need to reverse this trend.
お知らせ • Mar 07+ 1 more updateNANTEX Industry Co., Ltd., Annual General Meeting, May 29, 2024NANTEX Industry Co., Ltd., Annual General Meeting, May 29, 2024. Location: Conference Hall, 1st Floor, Tainan City Labor Education Center, 261 Nanmen Road, Tainan City Taiwan Agenda: To consider 2023 Business Report of the Company; to consider Report on Audit Committee's Review of 2023 Financial Statements of the Company; to consider Report on 2023 distribution of remuneration of employees, directors; to consider Report on endorsement and guarantee total amount related to businesses of the Company made by the Company and subsidiaries; to consider Report on status of loaning of funds to others related to the business of the Company made by the Company and subsidiaries; to consider the company's 2023 Report on Earnings Distribution of Cash Dividends; and to consider other matters.
お知らせ • Dec 27NANTEX Industry Co., Ltd. Announces CFO Changes, Effective January 8, 2024NANTEX Industry Co., Ltd. announced Name, title, and resume of the previous position holder: TAI HSIN FU, financial officer and Name, title, and resume of the new position holder: CHAO HSIU MEI, financial officer acting manager. Type of the change: position adjustment. Effective date: 2024/01/08.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: NT$0.40 (vs NT$0.33 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.40 (up from NT$0.33 in 3Q 2022). Revenue: NT$2.36b (down 6.1% from 3Q 2022). Net income: NT$195.5m (up 21% from 3Q 2022). Profit margin: 8.3% (up from 6.5% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: NT$0.48 (vs NT$0.75 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.48 (down from NT$0.75 in 2Q 2022). Revenue: NT$2.25b (down 35% from 2Q 2022). Net income: NT$236.9m (down 36% from 2Q 2022). Profit margin: 11% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 26% 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.
Upcoming Dividend • Mar 23Upcoming dividend of NT$2.00 per share at 4.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 April 2023. Payout ratio is on the higher end at 83%, and the cash payout ratio is above 100%. Trailing yield: 4.8%. Lower than top quartile of Taiwanese dividend payers (6.0%). Lower than average of industry peers (6.3%).
Buying Opportunity • Nov 29Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be NT$46.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 34%.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$0.33 (vs NT$3.00 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.33 (down from NT$3.00 in 3Q 2021). Revenue: NT$2.51b (down 54% from 3Q 2021). Net income: NT$162.2m (down 89% from 3Q 2021). Profit margin: 6.5% (down from 27% 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 34% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$0.33 (vs NT$3.00 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.33 (down from NT$3.00 in 3Q 2021). Revenue: NT$2.51b (down 54% from 3Q 2021). Net income: NT$162.2m (down 89% from 3Q 2021). Profit margin: 6.5% (down from 27% 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 34% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: NT$0.75 (vs NT$5.15 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.75 (down from NT$5.15 in 2Q 2021). Revenue: NT$3.44b (down 52% from 2Q 2021). Net income: NT$369.9m (down 85% from 2Q 2021). Profit margin: 11% (down from 35% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 07+ 1 more updateNantex Industry Co., Ltd. Appoints Mr. Tung-Yuan Yang as Chief Strategy OfficerNantex Industry Co., Ltd. announced that On June 6, 2022, the board of directors of the company approved the appointment of Mr. Tung-Yuan Yang,the chairman of the board, as the chief strategy officer. Effective date is June 6, 2022.
Reported Earnings • May 11First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: NT$1.17 (down from NT$5.45 in 1Q 2021). Revenue: NT$3.49b (down 50% from 1Q 2021). Net income: NT$577.6m (down 79% from 1Q 2021). Profit margin: 17% (down from 39% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 17Upcoming dividend of NT$7.00 per shareEligible shareholders must have bought the stock before 24 March 2022. Payment date: 25 April 2022. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 8.8%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (6.3%).
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$81.40, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 17x in the Chemicals industry in Taiwan. Total returns to shareholders of 177% over the past three years.
お知らせ • Mar 10NANTEX Industry Co., Ltd. Announces Dividend, Payable on April 25, 2022NANTEX Industry Co., Ltd. announced dividend of TWD 3,446,916,613 (TWD 7.0 distributed per share) at the board of directors or shareholders meeting on March 8, 2022. Ex-rights (ex-dividend) trading date is on March 24, 2022. Ex-rights (ex-dividend) record date as on April 1, 2022. Date of cash dividends distribution is on April 25, 2022.NANTEX Industry Co., Ltd. announced dividend of TWD 1,969,666,636 (TWD 4.0 distributed per share) at the board of directors or shareholders meeting on March 17, 2021. Ex-rights (ex-dividend) trading date is on April 7, 2021. Ex-rights (ex-dividend) record date as on April 13, 2021. Date of cash dividends distribution is on May 7, 2021.
Reported Earnings • Mar 10Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: NT$14.92 (up from NT$7.21 in FY 2020). Revenue: NT$23.5b (up 63% from FY 2020). Net income: NT$7.35b (up 107% from FY 2020). Profit margin: 31% (up from 25% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS NT$3.00 (vs NT$1.66 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$5.45b (up 58% from 3Q 2020). Net income: NT$1.48b (up 81% from 3Q 2020). Profit margin: 27% (up from 24% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS NT$5.15 (vs NT$0.85 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$7.21b (up 166% from 2Q 2020). Net income: NT$2.53b (up NT$2.11b from 2Q 2020). Profit margin: 35% (up from 16% 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 62% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$166, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 16x in the Chemicals industry in Taiwan. Total returns to shareholders of 634% over the past three years.
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$119, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 15x in the Chemicals industry in Taiwan. Total returns to shareholders of 457% over the past three years.
Reported Earnings • May 11First quarter 2021 earnings released: EPS NT$5.45 (vs NT$0.73 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$6.95b (up 163% from 1Q 2020). Net income: NT$2.68b (up NT$2.32b from 1Q 2020). Profit margin: 39% (up from 14% 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 46% per year but the company’s share price has increased by 79% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Apr 28Investors Shouldn't Overlook NANTEX Industry's (TPE:2108) Impressive Returns On CapitalWhat 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 • Apr 15These 4 Measures Indicate That NANTEX Industry (TPE:2108) Is Using Debt SafelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improved over the past weekAfter last week's 50% share price gain to NT$166, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 21x in the Chemicals industry in Taiwan. Total returns to shareholders of 740% over the past three years.
Upcoming Dividend • Mar 31Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 07 April 2021. Payment date: 07 May 2021. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (4.8%). In line with average of industry peers (3.5%).
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$87.80, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 21x in the Chemicals industry in Taiwan. Total returns to shareholders of 354% over the past three years.
お知らせ • Mar 18+ 1 more updateNANTEX Industry Co., Ltd. Announces Dividend, Payable on May 7, 2021NANTEX Industry Co., Ltd. announced dividend of TWD 1,969,666,636 (TWD 4.0 distributed per share) at the board of directors or shareholders meeting on March 17, 2021. Ex-rights (ex-dividend) trading date is on April 7, 2021. Ex-rights (ex-dividend) record date as on April 13, 2021. Date of cash dividends distribution is on May 7, 2021.
Reported Earnings • Mar 18Full year 2020 earnings released: EPS NT$7.21 (vs NT$2.90 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$14.4b (up 16% from FY 2019). Net income: NT$3.55b (up 149% from FY 2019). Profit margin: 25% (up from 12% in FY 2019). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Mar 09Are Strong Financial Prospects The Force That Is Driving The Momentum In NANTEX Industry Co., Ltd.'s TPE:2108) Stock?Most readers would already be aware that NANTEX Industry's (TPE:2108) stock increased significantly by 26% over the...
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$73.30, the stock is trading at a trailing P/E ratio of 19x, up from the previous P/E ratio of 16.2x. This compares to an average P/E of 20x in the Chemicals industry in Taiwan. Total returns to shareholders over the past three years are 289%.
分析記事 • Feb 24Is NANTEX Industry Co., Ltd. (TPE:2108) Popular Amongst Institutions?The big shareholder groups in NANTEX Industry Co., Ltd. ( TPE:2108 ) have power over the company. Large companies...
Is New 90 Day High Low • Feb 23New 90-day high: NT$65.50The company is up 7.0% from its price of NT$61.00 on 25 November 2020. The Taiwanese market is up 18% 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 • Feb 11Here's Why We Think NANTEX Industry (TPE:2108) Is Well Worth WatchingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
分析記事 • Jan 29Could NANTEX Industry Co., Ltd. (TPE:2108) Have The Makings Of Another Dividend Aristocrat?Today we'll take a closer look at NANTEX Industry Co., Ltd. ( TPE:2108 ) from a dividend investor's perspective. Owning...
分析記事 • Jan 16Should You Invest In NANTEX Industry (TPE:2108)?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Jan 03NANTEX Industry (TPE:2108) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$65.00, the stock is trading at a trailing P/E ratio of 16.8x, up from the previous P/E ratio of 14.6x. This compares to an average P/E of 19x in the Chemicals industry in Taiwan. Total returns to shareholders over the past three years are 242%.
分析記事 • Dec 21NANTEX Industry (TPE:2108) Has Gifted Shareholders With A Fantastic 296% Total Return On Their InvestmentWhen you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...
分析記事 • Dec 08Is NANTEX Industry Co., Ltd.'s (TPE:2108) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?NANTEX Industry's (TPE:2108) stock is up by a considerable 19% over the past three months. Given the company's...
分析記事 • Nov 25What Is The Ownership Structure Like For NANTEX Industry Co., Ltd. (TPE:2108)?Every investor in NANTEX Industry Co., Ltd. (TPE:2108) should be aware of the most powerful shareholder groups...
Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS NT$1.66The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$3.45b (up 7.5% from 3Q 2019). Net income: NT$815.1m (up 201% from 3Q 2019). Profit margin: 24% (up from 8.5% in 3Q 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 28Market bids up stock over the past weekAfter last week's 16% share price gain to NT$73.50, the stock is trading at a trailing P/E ratio of 26.6x, up from the previous P/E ratio of 22.9x. This compares to an average P/E of 22x in the Chemicals industry in Taiwan. Total returns to shareholders over the past three years are 306%.
Is New 90 Day High Low • Oct 26New 90-day high: NT$66.70The company is up 96% from its price of NT$34.00 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 Chemicals industry, which is up 3.0% over the same period.
Is New 90 Day High Low • Oct 07New 90-day high: NT$53.60The company is up 37% from its price of NT$39.20 on 09 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 2.0% over the same period.
