View ValuationRuentex MaterialsLtd 将来の成長Future 基準チェック /06現在、 Ruentex MaterialsLtd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Basic Materials 収益成長19.3%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更新なしすべての更新を表示Recent updatesNew Risk • 12hNew minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.15b (US$99.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (125% cash payout ratio). Market cap is less than US$100m (NT$3.15b market cap, or US$99.6m).Reported Earnings • May 11First quarter 2026 earnings released: EPS: NT$0.42 (vs NT$0.15 in 1Q 2025)First quarter 2026 results: EPS: NT$0.42 (up from NT$0.15 in 1Q 2025). Revenue: NT$1.71b (flat on 1Q 2025). Net income: NT$63.0m (up 180% from 1Q 2025). Profit margin: 3.7% (up from 1.3% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$1.85 (vs NT$1.25 in FY 2024)Full year 2025 results: EPS: NT$1.85 (up from NT$1.25 in FY 2024). Revenue: NT$7.22b (up 8.3% from FY 2024). Net income: NT$278.0m (up 48% from FY 2024). Profit margin: 3.8% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 10Ruentex Materials Co.,Ltd., Annual General Meeting, May 15, 2026Ruentex Materials Co.,Ltd., Annual General Meeting, May 15, 2026. Location: 3 floor no,260, sec.2 pa to rd., taipei city TaiwanReported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$0.93 (vs NT$0.43 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.93 (up from NT$0.43 in 3Q 2024). Revenue: NT$1.85b (up 6.3% from 3Q 2024). Net income: NT$139.2m (up 117% from 3Q 2024). Profit margin: 7.5% (up from 3.7% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: NT$0.77 (vs NT$0.15 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.77 (up from NT$0.15 in 2Q 2024). Revenue: NT$1.83b (up 18% from 2Q 2024). Net income: NT$114.8m (up 401% from 2Q 2024). Profit margin: 6.3% (up from 1.5% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 04Upcoming dividend of NT$1.10 per shareEligible shareholders must have bought the stock before 11 June 2025. Payment date: 30 June 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (4.7%).お知らせ • May 17Ruentex Materials Co.,Ltd. Announces Board ChangesRuentex Materials Co. Ltd. at its regular shareholders meeting held on May 16, 2025 approved Important resolutions included the elections for the 13th Board of Directors and supervisors. The elected members are as follows: Lee, Chih-Hung as representative of Ruentex Engineering & Construction Co. Ltd.; Lin, Yi-Chieh as representative of Ruentex Industries Ltd.; Yin, Chung-En as representative of Huei Hong Investment Co. Ltd.; and independent directors: Shen, Xiao-Ling, Chang, Guo-Zhen, and Huang, Shih-Chien.Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.15 (vs NT$0.38 in 1Q 2024)First quarter 2025 results: EPS: NT$0.15 (down from NT$0.38 in 1Q 2024). Revenue: NT$1.70b (up 12% from 1Q 2024). Net income: NT$22.5m (down 60% from 1Q 2024). Profit margin: 1.3% (down from 3.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.New Risk • Apr 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.06b (US$92.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks High level of debt (131% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (NT$3.06b market cap, or US$92.9m).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$20.20, the stock trades at a trailing P/E ratio of 16.2x. Average trailing P/E is 13x in the Basic Materials industry in Taiwan. Total loss to shareholders of 25% over the past three years.Reported Earnings • Mar 18Full year 2024 earnings released: EPS: NT$1.25 (vs NT$0.77 in FY 2023)Full year 2024 results: EPS: NT$1.25 (up from NT$0.77 in FY 2023). Revenue: NT$6.67b (up 21% from FY 2023). Net income: NT$187.5m (up 63% from FY 2023). Profit margin: 2.8% (up from 2.1% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Mar 13+ 1 more updateRuentex Materials Co.,Ltd. Announces Change of PresidentRuentex Materials Co.,Ltd. announced the change of the Company's President. Name of the previous position holder is Chen, Hsueh-Hsien. Resume of the previous position holder is President, Ruentex Materials Co. Ltd. Name of the new position holder is Lin, Yi-Chieh. Resume of the new position holder is Executive Vice President, Ruentex Materials Co. Ltd. Reason for the change is reappointment. Effective date of the new appointment is March 12, 2025.お知らせ • Feb 08Ruentex Materials Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 12, 2025Ruentex Materials Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 12, 2025お知らせ • Jan 23Ruentex Materials Co.,Ltd., Annual General Meeting, May 16, 2025Ruentex Materials Co.,Ltd., Annual General Meeting, May 16, 2025. Location: 3 floor no,260, sec.2 pa to rd., taipei city TaiwanReported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$0.43 (vs NT$0.26 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.43 (up from NT$0.26 in 3Q 2023). Revenue: NT$1.74b (up 25% from 3Q 2023). Net income: NT$64.0m (up 64% from 3Q 2023). Profit margin: 3.7% (up from 2.8% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Oct 26Ruentex Materials Co.,Ltd. to Report Q3, 2024 Results on Nov 11, 2024Ruentex Materials Co.,Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024お知らせ • Sep 22Ruentex Materials Co.,Ltd. (TWSE:8463) agreed to acquire Teh Hsin Enterprise Co., Ltd. for TWD 1.8 billion.Ruentex Materials Co.,Ltd. (TWSE:8463) agreed to acquire Teh Hsin Enterprise Co., Ltd. for TWD 1.8 billion on September 20, 2024. A cash consideration of TWD 1.79 billion will be paid by Ruentex Materials Co.,Ltd. As part of consideration, TWD 1.79 billion is paid towards common equity of Teh Hsin Enterprise Co., Ltd.Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.15 (vs NT$0.25 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.15 (down from NT$0.25 in 2Q 2023). Revenue: NT$1.55b (up 18% from 2Q 2023). Net income: NT$22.9m (down 40% from 2Q 2023). Profit margin: 1.5% (down from 2.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Jul 25Ruentex Materials Co.,Ltd. to Report Q2, 2024 Results on Aug 09, 2024Ruentex Materials Co.,Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024Declared Dividend • Jun 15Dividend increased to NT$0.65Dividend of NT$0.65 is 183% higher than last year. Ex-date: 1st July 2024 Payment date: 16th July 2024 Dividend yield will be 2.2%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 7.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 25Ruentex Materials Co.,Ltd. Approves Cash Dividend for the Year 2023Ruentex Materials Co.,Ltd. announced that at the Company's 2024 regular shareholders meeting held on May 24, 2024 approved cash dividend of TWD 0.65 per share for the year 2023.Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.38 (vs NT$0.028 in 1Q 2023)First quarter 2024 results: EPS: NT$0.38 (up from NT$0.028 in 1Q 2023). Revenue: NT$1.52b (up 30% from 1Q 2023). Net income: NT$56.6m (up NT$52.4m from 1Q 2023). Profit margin: 3.7% (up from 0.4% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Apr 28Ruentex Materials Co.,Ltd. to Report Q1, 2024 Results on May 13, 2024Ruentex Materials Co.,Ltd. announced that they will report Q1, 2024 results on May 13, 2024Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$30.40, the stock trades at a trailing P/E ratio of 39.7x. Average trailing P/E is 18x in the Basic Materials industry in Taiwan. Total loss to shareholders of 19% over the past three years.分析記事 • Apr 19Ruentex MaterialsLtd (TWSE:8463) Is Experiencing Growth In Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...New Risk • Mar 22New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.8% operating cash flow to total debt). Earnings have declined by 13% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Mar 19Full year 2023 earnings released: EPS: NT$0.77 (vs NT$0.25 in FY 2022)Full year 2023 results: EPS: NT$0.77 (up from NT$0.25 in FY 2022). Revenue: NT$5.50b (up 33% from FY 2022). Net income: NT$115.0m (up 202% from FY 2022). Profit margin: 2.1% (up from 0.9% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Mar 14Ruentex Materials Co.,Ltd. Approves the Dividend Distribution for the Year Ended December 31, 2023Ruentex Materials Co.,Ltd. approved the dividend distribution of TWD 0.65 per share for the year ended December 31, 2023. Total amount of cash distributed to shareholders is TWD 97,500,000.お知らせ • Feb 02Ruentex Materials Co.,Ltd., Annual General Meeting, May 24, 2024Ruentex Materials Co.,Ltd., Annual General Meeting, May 24, 2024.Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: NT$0.26 (vs NT$0.42 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.26 (down from NT$0.42 in 3Q 2022). Revenue: NT$1.40b (up 23% from 3Q 2022). Net income: NT$39.1m (down 38% from 3Q 2022). Profit margin: 2.8% (down from 5.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: NT$0.25 (vs NT$0.06 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.25 (up from NT$0.06 in 2Q 2022). Revenue: NT$1.32b (up 42% from 2Q 2022). Net income: NT$37.9m (up 322% from 2Q 2022). Profit margin: 2.9% (up from 1.0% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jul 03Upcoming dividend of NT$0.23 per share at 0.9% yieldEligible shareholders must have bought the stock before 10 July 2023. Payment date: 28 July 2023. Trailing yield: 0.9%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (3.2%).Reported Earnings • Mar 18Full year 2022 earnings released: EPS: NT$0.25 (vs NT$0.69 loss in FY 2021)Full year 2022 results: EPS: NT$0.25 (up from NT$0.69 loss in FY 2021). Revenue: NT$4.25b (up 28% from FY 2021). Net income: NT$38.1m (up NT$141.8m from FY 2021). Profit margin: 0.9% (up from net loss in FY 2021). The move to profitability 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 • Jan 19Ruentex Materials Co.,Ltd., Annual General Meeting, May 22, 2023Ruentex Materials Co.,Ltd., Annual General Meeting, May 22, 2023. Location: 3F.,No.260, Sec.2, Bade Rd Bade Rd., Zhongshan Dist., Taipei City 104097 Taipei Taiwan Agenda: To consider 2022 business report; to consider audit Committee's review of the 2022 annual final accounting books and statements; to consider report on 2022 employees' remuneration; to consider The amendments to the Corporate Governance Best Practice Principles; to consider acknowledgment of the 2022 business report and financial statements; to consider acknowledgment of the 2022 earnings distribution; and to consider other matters.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Director Sheng-Yu Hsu was the last director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: NT$0.42 (vs NT$0.21 loss in 3Q 2021)Third quarter 2022 results: EPS: NT$0.42 (up from NT$0.21 loss in 3Q 2021). Revenue: NT$1.18b (up 54% from 3Q 2021). Net income: NT$62.7m (up NT$94.3m from 3Q 2021). Profit margin: 5.3% (up from net loss in 3Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.06 (vs NT$0.51 loss in 2Q 2021)Second quarter 2022 results: EPS: NT$0.06 (up from NT$0.51 loss in 2Q 2021). Revenue: NT$957.0m (up 5.9% from 2Q 2021). Net income: NT$8.98m (up NT$85.8m from 2Q 2021). Profit margin: 0.9% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.Reported Earnings • May 19First quarter 2022 earnings released: NT$0.48 loss per share (vs NT$0.18 profit in 1Q 2021)First quarter 2022 results: NT$0.48 loss per share (down from NT$0.18 profit in 1Q 2021). Revenue: NT$723.9m (down 9.4% from 1Q 2021). Net loss: NT$71.4m (down 360% from profit in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Chairman of the Board Weihan Mo was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 17Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: NT$0.69 loss per share (down from NT$0.87 profit in FY 2020). Revenue: NT$3.54b (up 16% from FY 2020). Net loss: NT$103.7m (down 179% from profit in FY 2020). Revenue missed analyst estimates by 12%. Over the last 3 years on average, earnings per share has fallen by 36% 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 • Feb 12Ruentex Materials Co.,Ltd., Annual General Meeting, May 31, 2022Ruentex Materials Co.,Ltd., Annual General Meeting, May 31, 2022.Reported Earnings • Nov 15Third quarter 2021 earnings released: NT$0.21 loss per share (vs NT$0.48 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings and control over costs, although revenues were flat. Third quarter 2021 results: Revenue: NT$815.1m (flat on 3Q 2020). Net loss: NT$31.6m (down 144% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • Aug 15Second quarter 2021 earnings released: NT$0.51 loss per share (vs NT$0.22 profit in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: NT$973.4m (up 41% from 2Q 2020). Net loss: NT$76.9m (down 335% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 08Upcoming dividend of NT$0.77 per shareEligible shareholders must have bought the stock before 15 July 2021. Payment date: 28 July 2021. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (5.0%). Lower than average of industry peers (6.5%).Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$42.50, the stock trades at a trailing P/E ratio of 32.2x. Average trailing P/E is 10x in the Basic Materials industry in Taiwan. Total returns to shareholders of 74% over the past three years.Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$0.18 (vs NT$0.27 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$858.2m (up 41% from 1Q 2020). Net income: NT$27.5m (up NT$67.3m from 1Q 2020). Profit margin: 3.2% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.分析記事 • Apr 21Ruentex MaterialsLtd (TPE:8463) Will Be Looking To Turn Around Its ReturnsWhen researching a stock for investment, what can tell us that the company is in decline? More often than not, we'll...Reported Earnings • Mar 27Full year 2020 earnings released: EPS NT$0.87 (vs NT$0.58 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$3.30b (up 16% from FY 2019). Net income: NT$130.6m (up 49% from FY 2019). Profit margin: 4.0% (up from 3.1% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.分析記事 • Feb 19Factors Income Investors Should Consider Before Adding Ruentex Materials Co.,Ltd. (TPE:8463) To Their PortfolioToday we'll take a closer look at Ruentex Materials Co.,Ltd. ( TPE:8463 ) from a dividend investor's perspective...お知らせ • Feb 18Ruentex Materials Co.,Ltd., Annual General Meeting, May 19, 2021Ruentex Materials Co.,Ltd., Annual General Meeting, May 19, 2021.分析記事 • Jan 21A Closer Look At Ruentex Materials Co.,Ltd.'s (TPE:8463) Uninspiring ROEWhile some investors are already well versed in financial metrics (hat tip), this article is for those who would like...Is New 90 Day High Low • Dec 21New 90-day high: NT$39.55The company is up 4.0% from its price of NT$37.90 on 22 September 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Basic Materials industry, which is up 1.0% over the same period.分析記事 • Dec 16Investors Who Bought Ruentex MaterialsLtd (TPE:8463) Shares Three Years Ago Are Now Up 113%The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But in contrast you can...分析記事 • Nov 18Looking For Steady Income For Your Dividend Portfolio? Is Ruentex Materials Co.,Ltd. (TPE:8463) A Good Fit?Could Ruentex Materials Co.,Ltd. (TPE:8463) be an attractive dividend share to own for the long haul? Investors are...Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.48The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$887.8m (up 26% from 3Q 2019). Net income: NT$71.7m (up 95% from 3Q 2019). Profit margin: 8.1% (up from 5.2% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Oct 29New 90-day low: NT$36.00The company is down 2.0% from its price of NT$36.90 on 31 July 2020. The Taiwanese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is flat over the same period. 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、Ruentex MaterialsLtd 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:8463 - アナリストの将来予測と過去の財務データ ( )TWD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20267,23031896677N/A12/31/20257,222278-319241N/A9/30/20257,237320501918N/A6/30/20257,127245332689N/A3/31/20256,851153284583N/A12/31/20246,6681887801,055N/A9/30/20246,435177623915N/A6/30/20246,091152307589N/A3/31/20245,854167405685N/A12/31/20235,501115-35309N/A9/30/20235,270119-86251N/A6/30/20235,049143-134195N/A3/31/20234,691114-395-38N/A12/31/20224,24938-428-93N/A9/30/20223,709-23-588-288N/A6/30/20223,296-117-526-181N/A3/31/20223,243-203-377-70N/A12/31/20213,319-1048278N/A9/30/20213,407-15228551N/A6/30/20213,46488246545N/A3/31/20213,24919838424N/A12/31/20203,060131-41294N/A9/30/20202,884100-354160N/A6/30/20202,76765-366165N/A3/31/20202,78235-100384N/A12/31/20192,84388N/A416N/A9/30/20192,874105N/A191N/A6/30/20192,78895N/A138N/A3/31/20192,605119N/A265N/A12/31/20182,567116N/A388N/A9/30/20182,510127N/A382N/A6/30/20182,517131N/A495N/A3/31/20182,631138N/A211N/A12/31/20172,606142N/A80N/A9/30/20172,579137N/A228N/A6/30/20172,575156N/A331N/A3/31/20172,571182N/A368N/A12/31/20162,669191N/A375N/A9/30/20162,766130N/A384N/A6/30/20162,882120N/A301N/A3/31/20163,205153N/A395N/A12/31/20153,388187N/A455N/A9/30/20153,615293N/A493N/A6/30/20154,003370N/A511N/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: 8463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: 8463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: 8463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: 8463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: 8463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: 8463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2026/05/20 03:20終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ruentex Materials 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Yayue HsuehCapital Securities CorporationLida ChenMasterlink Securities Investment Advisory
New Risk • 12hNew minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.15b (US$99.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (125% cash payout ratio). Market cap is less than US$100m (NT$3.15b market cap, or US$99.6m).
Reported Earnings • May 11First quarter 2026 earnings released: EPS: NT$0.42 (vs NT$0.15 in 1Q 2025)First quarter 2026 results: EPS: NT$0.42 (up from NT$0.15 in 1Q 2025). Revenue: NT$1.71b (flat on 1Q 2025). Net income: NT$63.0m (up 180% from 1Q 2025). Profit margin: 3.7% (up from 1.3% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$1.85 (vs NT$1.25 in FY 2024)Full year 2025 results: EPS: NT$1.85 (up from NT$1.25 in FY 2024). Revenue: NT$7.22b (up 8.3% from FY 2024). Net income: NT$278.0m (up 48% from FY 2024). Profit margin: 3.8% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 10Ruentex Materials Co.,Ltd., Annual General Meeting, May 15, 2026Ruentex Materials Co.,Ltd., Annual General Meeting, May 15, 2026. Location: 3 floor no,260, sec.2 pa to rd., taipei city Taiwan
Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$0.93 (vs NT$0.43 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.93 (up from NT$0.43 in 3Q 2024). Revenue: NT$1.85b (up 6.3% from 3Q 2024). Net income: NT$139.2m (up 117% from 3Q 2024). Profit margin: 7.5% (up from 3.7% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: NT$0.77 (vs NT$0.15 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.77 (up from NT$0.15 in 2Q 2024). Revenue: NT$1.83b (up 18% from 2Q 2024). Net income: NT$114.8m (up 401% from 2Q 2024). Profit margin: 6.3% (up from 1.5% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 04Upcoming dividend of NT$1.10 per shareEligible shareholders must have bought the stock before 11 June 2025. Payment date: 30 June 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (4.7%).
お知らせ • May 17Ruentex Materials Co.,Ltd. Announces Board ChangesRuentex Materials Co. Ltd. at its regular shareholders meeting held on May 16, 2025 approved Important resolutions included the elections for the 13th Board of Directors and supervisors. The elected members are as follows: Lee, Chih-Hung as representative of Ruentex Engineering & Construction Co. Ltd.; Lin, Yi-Chieh as representative of Ruentex Industries Ltd.; Yin, Chung-En as representative of Huei Hong Investment Co. Ltd.; and independent directors: Shen, Xiao-Ling, Chang, Guo-Zhen, and Huang, Shih-Chien.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.15 (vs NT$0.38 in 1Q 2024)First quarter 2025 results: EPS: NT$0.15 (down from NT$0.38 in 1Q 2024). Revenue: NT$1.70b (up 12% from 1Q 2024). Net income: NT$22.5m (down 60% from 1Q 2024). Profit margin: 1.3% (down from 3.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
New Risk • Apr 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.06b (US$92.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks High level of debt (131% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (NT$3.06b market cap, or US$92.9m).
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$20.20, the stock trades at a trailing P/E ratio of 16.2x. Average trailing P/E is 13x in the Basic Materials industry in Taiwan. Total loss to shareholders of 25% over the past three years.
Reported Earnings • Mar 18Full year 2024 earnings released: EPS: NT$1.25 (vs NT$0.77 in FY 2023)Full year 2024 results: EPS: NT$1.25 (up from NT$0.77 in FY 2023). Revenue: NT$6.67b (up 21% from FY 2023). Net income: NT$187.5m (up 63% from FY 2023). Profit margin: 2.8% (up from 2.1% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Mar 13+ 1 more updateRuentex Materials Co.,Ltd. Announces Change of PresidentRuentex Materials Co.,Ltd. announced the change of the Company's President. Name of the previous position holder is Chen, Hsueh-Hsien. Resume of the previous position holder is President, Ruentex Materials Co. Ltd. Name of the new position holder is Lin, Yi-Chieh. Resume of the new position holder is Executive Vice President, Ruentex Materials Co. Ltd. Reason for the change is reappointment. Effective date of the new appointment is March 12, 2025.
お知らせ • Feb 08Ruentex Materials Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 12, 2025Ruentex Materials Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 12, 2025
お知らせ • Jan 23Ruentex Materials Co.,Ltd., Annual General Meeting, May 16, 2025Ruentex Materials Co.,Ltd., Annual General Meeting, May 16, 2025. Location: 3 floor no,260, sec.2 pa to rd., taipei city Taiwan
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$0.43 (vs NT$0.26 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.43 (up from NT$0.26 in 3Q 2023). Revenue: NT$1.74b (up 25% from 3Q 2023). Net income: NT$64.0m (up 64% from 3Q 2023). Profit margin: 3.7% (up from 2.8% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Oct 26Ruentex Materials Co.,Ltd. to Report Q3, 2024 Results on Nov 11, 2024Ruentex Materials Co.,Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024
お知らせ • Sep 22Ruentex Materials Co.,Ltd. (TWSE:8463) agreed to acquire Teh Hsin Enterprise Co., Ltd. for TWD 1.8 billion.Ruentex Materials Co.,Ltd. (TWSE:8463) agreed to acquire Teh Hsin Enterprise Co., Ltd. for TWD 1.8 billion on September 20, 2024. A cash consideration of TWD 1.79 billion will be paid by Ruentex Materials Co.,Ltd. As part of consideration, TWD 1.79 billion is paid towards common equity of Teh Hsin Enterprise Co., Ltd.
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.15 (vs NT$0.25 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.15 (down from NT$0.25 in 2Q 2023). Revenue: NT$1.55b (up 18% from 2Q 2023). Net income: NT$22.9m (down 40% from 2Q 2023). Profit margin: 1.5% (down from 2.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Jul 25Ruentex Materials Co.,Ltd. to Report Q2, 2024 Results on Aug 09, 2024Ruentex Materials Co.,Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024
Declared Dividend • Jun 15Dividend increased to NT$0.65Dividend of NT$0.65 is 183% higher than last year. Ex-date: 1st July 2024 Payment date: 16th July 2024 Dividend yield will be 2.2%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 7.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 25Ruentex Materials Co.,Ltd. Approves Cash Dividend for the Year 2023Ruentex Materials Co.,Ltd. announced that at the Company's 2024 regular shareholders meeting held on May 24, 2024 approved cash dividend of TWD 0.65 per share for the year 2023.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.38 (vs NT$0.028 in 1Q 2023)First quarter 2024 results: EPS: NT$0.38 (up from NT$0.028 in 1Q 2023). Revenue: NT$1.52b (up 30% from 1Q 2023). Net income: NT$56.6m (up NT$52.4m from 1Q 2023). Profit margin: 3.7% (up from 0.4% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Apr 28Ruentex Materials Co.,Ltd. to Report Q1, 2024 Results on May 13, 2024Ruentex Materials Co.,Ltd. announced that they will report Q1, 2024 results on May 13, 2024
Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$30.40, the stock trades at a trailing P/E ratio of 39.7x. Average trailing P/E is 18x in the Basic Materials industry in Taiwan. Total loss to shareholders of 19% over the past three years.
分析記事 • Apr 19Ruentex MaterialsLtd (TWSE:8463) Is Experiencing Growth In Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
New Risk • Mar 22New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.8% operating cash flow to total debt). Earnings have declined by 13% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Mar 19Full year 2023 earnings released: EPS: NT$0.77 (vs NT$0.25 in FY 2022)Full year 2023 results: EPS: NT$0.77 (up from NT$0.25 in FY 2022). Revenue: NT$5.50b (up 33% from FY 2022). Net income: NT$115.0m (up 202% from FY 2022). Profit margin: 2.1% (up from 0.9% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Mar 14Ruentex Materials Co.,Ltd. Approves the Dividend Distribution for the Year Ended December 31, 2023Ruentex Materials Co.,Ltd. approved the dividend distribution of TWD 0.65 per share for the year ended December 31, 2023. Total amount of cash distributed to shareholders is TWD 97,500,000.
お知らせ • Feb 02Ruentex Materials Co.,Ltd., Annual General Meeting, May 24, 2024Ruentex Materials Co.,Ltd., Annual General Meeting, May 24, 2024.
Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: NT$0.26 (vs NT$0.42 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.26 (down from NT$0.42 in 3Q 2022). Revenue: NT$1.40b (up 23% from 3Q 2022). Net income: NT$39.1m (down 38% from 3Q 2022). Profit margin: 2.8% (down from 5.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: NT$0.25 (vs NT$0.06 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.25 (up from NT$0.06 in 2Q 2022). Revenue: NT$1.32b (up 42% from 2Q 2022). Net income: NT$37.9m (up 322% from 2Q 2022). Profit margin: 2.9% (up from 1.0% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jul 03Upcoming dividend of NT$0.23 per share at 0.9% yieldEligible shareholders must have bought the stock before 10 July 2023. Payment date: 28 July 2023. Trailing yield: 0.9%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (3.2%).
Reported Earnings • Mar 18Full year 2022 earnings released: EPS: NT$0.25 (vs NT$0.69 loss in FY 2021)Full year 2022 results: EPS: NT$0.25 (up from NT$0.69 loss in FY 2021). Revenue: NT$4.25b (up 28% from FY 2021). Net income: NT$38.1m (up NT$141.8m from FY 2021). Profit margin: 0.9% (up from net loss in FY 2021). The move to profitability 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 • Jan 19Ruentex Materials Co.,Ltd., Annual General Meeting, May 22, 2023Ruentex Materials Co.,Ltd., Annual General Meeting, May 22, 2023. Location: 3F.,No.260, Sec.2, Bade Rd Bade Rd., Zhongshan Dist., Taipei City 104097 Taipei Taiwan Agenda: To consider 2022 business report; to consider audit Committee's review of the 2022 annual final accounting books and statements; to consider report on 2022 employees' remuneration; to consider The amendments to the Corporate Governance Best Practice Principles; to consider acknowledgment of the 2022 business report and financial statements; to consider acknowledgment of the 2022 earnings distribution; and to consider other matters.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Director Sheng-Yu Hsu was the last director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: NT$0.42 (vs NT$0.21 loss in 3Q 2021)Third quarter 2022 results: EPS: NT$0.42 (up from NT$0.21 loss in 3Q 2021). Revenue: NT$1.18b (up 54% from 3Q 2021). Net income: NT$62.7m (up NT$94.3m from 3Q 2021). Profit margin: 5.3% (up from net loss in 3Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.06 (vs NT$0.51 loss in 2Q 2021)Second quarter 2022 results: EPS: NT$0.06 (up from NT$0.51 loss in 2Q 2021). Revenue: NT$957.0m (up 5.9% from 2Q 2021). Net income: NT$8.98m (up NT$85.8m from 2Q 2021). Profit margin: 0.9% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 19First quarter 2022 earnings released: NT$0.48 loss per share (vs NT$0.18 profit in 1Q 2021)First quarter 2022 results: NT$0.48 loss per share (down from NT$0.18 profit in 1Q 2021). Revenue: NT$723.9m (down 9.4% from 1Q 2021). Net loss: NT$71.4m (down 360% from profit in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Chairman of the Board Weihan Mo was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 17Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: NT$0.69 loss per share (down from NT$0.87 profit in FY 2020). Revenue: NT$3.54b (up 16% from FY 2020). Net loss: NT$103.7m (down 179% from profit in FY 2020). Revenue missed analyst estimates by 12%. Over the last 3 years on average, earnings per share has fallen by 36% 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 • Feb 12Ruentex Materials Co.,Ltd., Annual General Meeting, May 31, 2022Ruentex Materials Co.,Ltd., Annual General Meeting, May 31, 2022.
Reported Earnings • Nov 15Third quarter 2021 earnings released: NT$0.21 loss per share (vs NT$0.48 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings and control over costs, although revenues were flat. Third quarter 2021 results: Revenue: NT$815.1m (flat on 3Q 2020). Net loss: NT$31.6m (down 144% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 15Second quarter 2021 earnings released: NT$0.51 loss per share (vs NT$0.22 profit in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: NT$973.4m (up 41% from 2Q 2020). Net loss: NT$76.9m (down 335% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 08Upcoming dividend of NT$0.77 per shareEligible shareholders must have bought the stock before 15 July 2021. Payment date: 28 July 2021. Trailing yield: 2.0%. Lower than top quartile of Taiwanese dividend payers (5.0%). Lower than average of industry peers (6.5%).
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$42.50, the stock trades at a trailing P/E ratio of 32.2x. Average trailing P/E is 10x in the Basic Materials industry in Taiwan. Total returns to shareholders of 74% over the past three years.
Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$0.18 (vs NT$0.27 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$858.2m (up 41% from 1Q 2020). Net income: NT$27.5m (up NT$67.3m from 1Q 2020). Profit margin: 3.2% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
分析記事 • Apr 21Ruentex MaterialsLtd (TPE:8463) Will Be Looking To Turn Around Its ReturnsWhen researching a stock for investment, what can tell us that the company is in decline? More often than not, we'll...
Reported Earnings • Mar 27Full year 2020 earnings released: EPS NT$0.87 (vs NT$0.58 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$3.30b (up 16% from FY 2019). Net income: NT$130.6m (up 49% from FY 2019). Profit margin: 4.0% (up from 3.1% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
分析記事 • Feb 19Factors Income Investors Should Consider Before Adding Ruentex Materials Co.,Ltd. (TPE:8463) To Their PortfolioToday we'll take a closer look at Ruentex Materials Co.,Ltd. ( TPE:8463 ) from a dividend investor's perspective...
お知らせ • Feb 18Ruentex Materials Co.,Ltd., Annual General Meeting, May 19, 2021Ruentex Materials Co.,Ltd., Annual General Meeting, May 19, 2021.
分析記事 • Jan 21A Closer Look At Ruentex Materials Co.,Ltd.'s (TPE:8463) Uninspiring ROEWhile some investors are already well versed in financial metrics (hat tip), this article is for those who would like...
Is New 90 Day High Low • Dec 21New 90-day high: NT$39.55The company is up 4.0% from its price of NT$37.90 on 22 September 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Basic Materials industry, which is up 1.0% over the same period.
分析記事 • Dec 16Investors Who Bought Ruentex MaterialsLtd (TPE:8463) Shares Three Years Ago Are Now Up 113%The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But in contrast you can...
分析記事 • Nov 18Looking For Steady Income For Your Dividend Portfolio? Is Ruentex Materials Co.,Ltd. (TPE:8463) A Good Fit?Could Ruentex Materials Co.,Ltd. (TPE:8463) be an attractive dividend share to own for the long haul? Investors are...
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.48The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$887.8m (up 26% from 3Q 2019). Net income: NT$71.7m (up 95% from 3Q 2019). Profit margin: 8.1% (up from 5.2% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Oct 29New 90-day low: NT$36.00The company is down 2.0% from its price of NT$36.90 on 31 July 2020. The Taiwanese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is flat over the same period.