View Future GrowthSakura DevelopmentLtd 過去の業績過去 基準チェック /36Sakura DevelopmentLtdは、平均年間36%の収益成長を遂げていますが、 Real Estate業界の収益は、年間 成長しています。収益は、平均年間8.8% 25.5%収益成長率で 成長しています。 Sakura DevelopmentLtdの自己資本利益率は18%であり、純利益率は30.8%です。主要情報35.99%収益成長率35.70%EPS成長率Real Estate 業界の成長6.00%収益成長率25.46%株主資本利益率18.05%ネット・マージン30.79%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 21First quarter 2026 earnings released: EPS: NT$0.68 (vs NT$1.31 in 1Q 2025)First quarter 2026 results: EPS: NT$0.68 (down from NT$1.31 in 1Q 2025). Revenue: NT$2.48b (down 55% from 1Q 2025). Net income: NT$814.8m (down 48% from 1Q 2025). Profit margin: 33% (up from 28% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$3.46 (vs NT$2.37 in FY 2024)Full year 2025 results: EPS: NT$3.46 (up from NT$2.37 in FY 2024). Revenue: NT$14.0b (up 55% from FY 2024). Net income: NT$4.12b (up 46% from FY 2024). Profit margin: 30% (down from 31% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$0.73 (vs NT$0.12 loss in 3Q 2024)Third quarter 2025 results: EPS: NT$0.73 (up from NT$0.12 loss in 3Q 2024). Revenue: NT$2.94b (up NT$2.93b from 3Q 2024). Net income: NT$866.0m (up NT$1.01b from 3Q 2024). Profit margin: 30% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: NT$0.36 (vs NT$0.068 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.36 (up from NT$0.068 in 2Q 2024). Revenue: NT$1.47b (up 207% from 2Q 2024). Net income: NT$362.2m (up 437% from 2Q 2024). Profit margin: 25% (up from 14% 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 32% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$1.57 (vs NT$0.40 in 1Q 2024)First quarter 2025 results: EPS: NT$1.57 (up from NT$0.40 in 1Q 2024). Revenue: NT$5.50b (up 325% from 1Q 2024). Net income: NT$1.56b (up 289% from 1Q 2024). Profit margin: 28% (down from 31% 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 29% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 03Sakura Development Co.,Ltd to Report Q1, 2025 Results on May 12, 2025Sakura Development Co.,Ltd announced that they will report Q1, 2025 results on May 12, 2025すべての更新を表示Recent updatesReported Earnings • May 21First quarter 2026 earnings released: EPS: NT$0.68 (vs NT$1.31 in 1Q 2025)First quarter 2026 results: EPS: NT$0.68 (down from NT$1.31 in 1Q 2025). Revenue: NT$2.48b (down 55% from 1Q 2025). Net income: NT$814.8m (down 48% from 1Q 2025). Profit margin: 33% (up from 28% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.New Risk • May 05New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.5% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$3.46 (vs NT$2.37 in FY 2024)Full year 2025 results: EPS: NT$3.46 (up from NT$2.37 in FY 2024). Revenue: NT$14.0b (up 55% from FY 2024). Net income: NT$4.12b (up 46% from FY 2024). Profit margin: 30% (down from 31% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 11Sakura Development Co.,Ltd, Annual General Meeting, Jun 16, 2026Sakura Development Co.,Ltd, Annual General Meeting, Jun 16, 2026. Location: b1 floor no,57, kuan ch`ien rd., west district, taichung city TaiwanReported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$0.73 (vs NT$0.12 loss in 3Q 2024)Third quarter 2025 results: EPS: NT$0.73 (up from NT$0.12 loss in 3Q 2024). Revenue: NT$2.94b (up NT$2.93b from 3Q 2024). Net income: NT$866.0m (up NT$1.01b from 3Q 2024). Profit margin: 30% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: NT$0.36 (vs NT$0.068 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.36 (up from NT$0.068 in 2Q 2024). Revenue: NT$1.47b (up 207% from 2Q 2024). Net income: NT$362.2m (up 437% from 2Q 2024). Profit margin: 25% (up from 14% 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 32% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Aug 11Dividend of NT$0.50 announcedShareholders will receive a dividend of NT$0.50. Ex-date: 28th August 2025 Payment date: 2nd October 2025 Dividend yield will be 0.7%, which is lower than the industry average of 3.7%. Payout Ratios Payout ratio: 12%. Cash payout ratio: 13%.Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$1.57 (vs NT$0.40 in 1Q 2024)First quarter 2025 results: EPS: NT$1.57 (up from NT$0.40 in 1Q 2024). Revenue: NT$5.50b (up 325% from 1Q 2024). Net income: NT$1.56b (up 289% from 1Q 2024). Profit margin: 28% (down from 31% 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 29% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 03Sakura Development Co.,Ltd to Report Q1, 2025 Results on May 12, 2025Sakura Development Co.,Ltd announced that they will report Q1, 2025 results on May 12, 2025Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$63.20, the stock trades at a trailing P/E ratio of 22.2x. Average trailing P/E is 12x in the Real Estate industry in Taiwan. Total returns to shareholders of 201% over the past three years.お知らせ • Apr 01Sakura Development Co.,Ltd Announces the Resignation of Li, Tsung-Je as Accounting Officer, Effective from March 31, 2025Sakura Development Co.,Ltd announced the resignation of LI, TSUNG-JE, Deputy Manager, Accounting Section of Finance Department, as accounting officer of the company. Effective date:2025/03/31.分析記事 • Mar 20Why Investors Shouldn't Be Surprised By Sakura Development Co.,Ltd's (TWSE:2539) 27% Share Price SurgeSakura Development Co.,Ltd ( TWSE:2539 ) shares have continued their recent momentum with a 27% gain in the last month...Reported Earnings • Mar 19Full year 2024 earnings released: EPS: NT$2.85 (vs NT$1.93 in FY 2023)Full year 2024 results: EPS: NT$2.85 (up from NT$1.93 in FY 2023). Revenue: NT$9.02b (up 28% from FY 2023). Net income: NT$2.83b (up 48% from FY 2023). Profit margin: 31% (up from 27% 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 21% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$64.80, the stock trades at a trailing P/E ratio of 53.4x. Average trailing P/E is 15x in the Real Estate industry in Taiwan. Total returns to shareholders of 210% over the past three years.お知らせ • Mar 12Sakura Development Co.,Ltd, Annual General Meeting, Jun 20, 2025Sakura Development Co.,Ltd, Annual General Meeting, Jun 20, 2025. Location: b1 floor no,57, kuan ch`ien rd., west district, taichung city Taiwanお知らせ • Mar 04Sakura Development Co.,Ltd to Report Fiscal Year 2024 Results on Mar 11, 2025Sakura Development Co.,Ltd announced that they will report fiscal year 2024 results on Mar 11, 2025Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$57.80, the stock trades at a trailing P/E ratio of 47.7x. Average trailing P/E is 16x in the Real Estate industry in Taiwan. Total returns to shareholders of 188% over the past three years.分析記事 • Nov 18Sakura DevelopmentLtd's (TWSE:2539) Solid Earnings May Rest On Weak FoundationsSakura Development Co.,Ltd's ( TWSE:2539 ) healthy profit numbers didn't contain any surprises for investors. We...Reported Earnings • Nov 15Third quarter 2024 earnings released: NT$0.14 loss per share (vs NT$0.60 profit in 3Q 2023)Third quarter 2024 results: NT$0.14 loss per share (down from NT$0.60 profit in 3Q 2023). Revenue: NT$7.93m (down 100% from 3Q 2023). Net loss: NT$139.9m (down 124% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Sep 16The Price Is Right For Sakura Development Co.,Ltd (TWSE:2539) Even After Diving 25%Sakura Development Co.,Ltd ( TWSE:2539 ) shares have had a horrible month, losing 25% after a relatively good period...Valuation Update With 7 Day Price Move • Sep 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$54.90, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 17x in the Real Estate industry in Taiwan. Total returns to shareholders of 185% over the past three years.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: NT$0.069 (vs NT$0.027 loss in 2Q 2023)Second quarter 2024 results: EPS: NT$0.069 (up from NT$0.027 loss in 2Q 2023). Revenue: NT$478.6m (up 17% from 2Q 2023). Net income: NT$67.4m (up NT$94.2m from 2Q 2023). Profit margin: 14% (up from net loss in 2Q 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Aug 08Upcoming dividend of NT$0.40 per shareEligible shareholders must have bought the stock before 15 August 2024. Payment date: 20 September 2024. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Taiwanese dividend payers (4.5%). Lower than average of industry peers (2.8%).お知らせ • Aug 02Sakura Development Co.,Ltd to Report Q2, 2024 Results on Aug 09, 2024Sakura Development Co.,Ltd announced that they will report Q2, 2024 results on Aug 09, 2024分析記事 • Jun 19Sakura Development Co.,Ltd's (TWSE:2539) Share Price Matching Investor OpinionWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") below 22x, you may consider...分析記事 • May 29Here's Why Sakura DevelopmentLtd (TWSE:2539) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • May 07If EPS Growth Is Important To You, Sakura DevelopmentLtd (TWSE:2539) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • Apr 28Sakura Development Co.,Ltd to Report Q1, 2024 Results on May 06, 2024Sakura Development Co.,Ltd announced that they will report Q1, 2024 results on May 06, 2024Reported Earnings • Mar 19Full year 2023 earnings released: EPS: NT$2.24 (vs NT$1.77 in FY 2022)Full year 2023 results: EPS: NT$2.24 (up from NT$1.77 in FY 2022). Revenue: NT$7.06b (up 13% from FY 2022). Net income: NT$1.91b (up 27% from FY 2022). Profit margin: 27% (up from 24% 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 31% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 12Sakura Development Co.,Ltd, Annual General Meeting, Jun 14, 2024Sakura Development Co.,Ltd, Annual General Meeting, Jun 14, 2024. Location: B1F., No. 57, Guanqian Rd., West Dist Hotel National Taichung City Taiwan Agenda: To consider 2023 business report; to consider audit committee's review of the 2023 annual final accounting books and statements; to consider report on 2023 employee' and directors' remuneration; to consider acknowledgment of the 2023 business report and financial statements; to consider acknowledgment of the 2023 earnings distributions; to consider discussion of amendment to articles of incorporation; to consider report on 2023 issue new shares through capital increase from earnings; and to consider other issues.分析記事 • Feb 26Optimistic Investors Push Sakura Development Co.,Ltd (TWSE:2539) Shares Up 28% But Growth Is LackingThe Sakura Development Co.,Ltd ( TWSE:2539 ) share price has done very well over the last month, posting an excellent...Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$57.40, the stock trades at a trailing P/E ratio of 48.6x. Average trailing P/E is 18x in the Real Estate industry in Taiwan. Total returns to shareholders of 187% over the past three years.Upcoming Dividend • Aug 17Upcoming dividend of NT$0.20 per share at 0.4% yieldEligible shareholders must have bought the stock before 24 August 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Taiwanese dividend payers (5.7%). Lower than average of industry peers (4.4%).New Risk • Aug 10New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 9.0% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 10Second quarter 2023 earnings released: NT$0.04 loss per share (vs NT$1.15 profit in 2Q 2022)Second quarter 2023 results: NT$0.04 loss per share (down from NT$1.15 profit in 2Q 2022). Revenue: NT$409.7m (down 87% from 2Q 2022). Net loss: NT$26.8m (down 103% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 23+ 1 more updateSakura Development Co.,Ltd Announces Change to the Principal Financial OfficerSakura Development Co.,Ltd announced Change to the principal financial officer and principal accounting officer of the company. Name, title, and resume of the previous position holder: Shen Shu Chen/Manager, Finance Department as Principal financial officer and Principal accounting officer. Name, title, and resume of the new position holder: TSAI MEI-YIN as Principal financial officer. Effective date: June 21, 2023.お知らせ • Jun 14+ 1 more updateSakura Development Co.,Ltd Announces Change of Board of Directors ChairmanSakura Development Co.,Ltd announced change of board of directors chairman. Name of the previous position holder: Ho-Yang Management Consultant Co. Ltd. Representative: Chen Cheng-Kang. Resume of the previous position holder: Chairman of SAKURA DEVELOPMENT CO., LTD. Name of the new position holder: Chen Shin-Ying. Resume of the new position holder: General manager of SAKURA DEVELOPMENT CO., LTD. Effective date of the new appointment: June 13, 2023.Reported Earnings • Mar 15Full year 2022 earnings released: EPS: NT$2.05 (vs NT$1.04 in FY 2021)Full year 2022 results: EPS: NT$2.05 (up from NT$1.04 in FY 2021). Revenue: NT$6.26b (up 47% from FY 2021). Net income: NT$1.51b (up 100% from FY 2021). Profit margin: 24% (up from 18% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Chen-Hua Hsu was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: NT$1.00 (vs NT$0.58 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.00 (up from NT$0.58 in 3Q 2021). Revenue: NT$3.10b (up 56% from 3Q 2021). Net income: NT$732.0m (up 73% from 3Q 2021). Profit margin: 24% (up from 21% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 24Upcoming dividend of NT$0.20 per shareEligible shareholders must have bought the stock before 31 August 2022. Payment date: 05 October 2022. Payout ratio is a comfortable 7.8% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (6.5%). Lower than average of industry peers (6.1%).Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: NT$1.31 (vs NT$0.073 loss in 2Q 2021)Second quarter 2022 results: EPS: NT$1.31 (up from NT$0.073 loss in 2Q 2021). Revenue: NT$3.17b (up NT$3.16b from 2Q 2021). Net income: NT$842.0m (up NT$888.4m from 2Q 2021). Profit margin: 27% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Chen-Hua Hsu was the last independent director to join the board, commencing their role in 2017. 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 30Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$1.18 (down from NT$1.30 in FY 2020). Revenue: NT$4.27b (down 7.4% from FY 2020). Net income: NT$754.0m (down 8.3% from FY 2020). Profit margin: 18% (in line with FY 2020). Revenue missed analyst estimates by 57%. Earnings per share (EPS) also missed analyst estimates by 89%. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 23Sakura Development Co.,Ltd, Annual General Meeting, Jun 16, 2022Sakura Development Co.,Ltd, Annual General Meeting, Jun 16, 2022. Location: B1F., No. 57, Guanqian Rd., West Dist., Taichung City, Hotel National Taichung City Taiwan Agenda: To consider 2021 Business Report; to consider Audit Committee's review of the 2021 annual final accounting books and statements; to consider Report on 2021 employees' and directors' remuneration; to consider Acknowledgment of the 2021 Business Report and Financial Statements; to consider Acknowledgment of the 2021 Earnings Distributions; to consider Discussion of amendment to 'Articles of Incorporation'; to consider Discussion of amendment to 'Procedures for Election of Directors'; to consider Discussion of amendment to 'Procedures for Asset Acquisition & Disposal'; to consider 2021 New common share issuance through the increase of capital by capitalization of retained earnings and capital reserve; and to consider other matters.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$0.66 (vs NT$0.11 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.99b (up 176% from 3Q 2020). Net income: NT$422.1m (up 487% from 3Q 2020). Profit margin: 21% (up from 10.0% 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 11% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 15Upcoming dividend of NT$0.20 per shareEligible shareholders must have bought the stock before 22 September 2021. Payment date: 27 October 2021. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (4.5%).Reported Earnings • Aug 11Second quarter 2021 earnings released: NT$0.08 loss per share (vs NT$0.25 profit in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: NT$980.0k (down 100% from 2Q 2020). Net loss: NT$46.4m (down 134% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 16% per year.Reported Earnings • May 13First quarter 2021 earnings released: NT$0.07 loss per share (vs NT$0.18 profit in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: NT$166.1m (down 76% from 1Q 2020). Net loss: NT$37.4m (down 137% from profit in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 22Sakura DevelopmentLtd (TPE:2539) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Apr 01Why Sakura DevelopmentLtd's (TPE:2539) Shaky Earnings Are Just The Beginning Of Its ProblemsThe subdued market reaction suggests that Sakura Development Co.,Ltd's ( TPE:2539 ) recent earnings didn't contain any...Reported Earnings • Mar 26Full year 2020 earnings released: EPS NT$1.48 (vs NT$2.71 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$4.62b (down 38% from FY 2019). Net income: NT$822.1m (down 45% from FY 2019). Profit margin: 18% (down from 20% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 18% per year.分析記事 • Mar 11Did You Participate In Any Of Sakura DevelopmentLtd's (TPE:2539) Fantastic 194% Return ?When you buy a stock there is always a possibility that it could drop 100%. But on the bright side, if you buy shares...分析記事 • Feb 18Is Sakura Development Co.,Ltd's (TPE:2539) Shareholder Ownership Skewed Towards Insiders?A look at the shareholders of Sakura Development Co.,Ltd ( TPE:2539 ) can tell us which group is most powerful...分析記事 • Jan 28Is Sakura Development Co.,Ltd's (TPE:2539) 18% ROE Better Than Average?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...分析記事 • Jan 07We Think Sakura DevelopmentLtd (TPE:2539) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Dec 07Did You Participate In Any Of Sakura DevelopmentLtd's (TPE:2539) Fantastic 201% Return ?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS NT$0.13The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$718.4m (down 41% from 3Q 2019). Net income: NT$71.9m (down 61% from 3Q 2019). Profit margin: 10.0% (down from 15% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year.収支内訳Sakura DevelopmentLtd の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TWSE:2539 収益、費用、利益 ( )TWD Millions日付収益収益G+A経費研究開発費31 Mar 2610,9763,379578031 Dec 2514,0034,124687030 Sep 2517,1485,290860030 Jun 2514,2184,284847031 Mar 2513,2273,989848031 Dec 249,0192,830791030 Sep 244,3021,205739030 Jun 246,5951,938790031 Mar 246,5271,844807031 Dec 237,0631,915765030 Sep 234,5441,011529030 Jun 235,3381,151467031 Mar 238,0952,019433031 Dec 226,2641,505339030 Sep 228,3861,948428030 Jun 227,2751,638417031 Mar 224,111750324031 Dec 214,274754375030 Sep 214,612851416030 Jun 213,345500374031 Mar 214,078684453031 Dec 204,616822457030 Sep 206,7191,315505030 Jun 207,2181,429530031 Mar 207,9551,603525031 Dec 197,4311,489485030 Sep 195,033821397030 Jun 194,443664365031 Mar 193,606368344031 Dec 183,792450341030 Sep 183,373532317030 Jun 184,038741303031 Mar 183,734819253031 Dec 174,181987266030 Sep 175,2151,436307030 Jun 173,9501,200272031 Mar 173,6861,099257031 Dec 163,343976242030 Sep 161,901466191030 Jun 161,939451191031 Mar 163,7161,108258031 Dec 153,3461,004241030 Sep 152,6918842040質の高い収益: 2539は 高品質の収益 を持っています。利益率の向上: 2539の現在の純利益率 (30.8%)は、昨年(30.2%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 2539の収益は過去 5 年間で年間36%増加しました。成長の加速: 2539は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 2539は過去 1 年間で収益成長率がマイナス ( -15.3% ) となったため、 Real Estate業界平均 ( -15.9% ) と比較することが困難です。株主資本利益率高いROE: 2539の 自己資本利益率 ( 18% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YReal-estate-management-and-development 、過去の業績が好調な企業。View Financial Health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2026/07/09 16:43終値2026/07/09 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sakura Development 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。0
Reported Earnings • May 21First quarter 2026 earnings released: EPS: NT$0.68 (vs NT$1.31 in 1Q 2025)First quarter 2026 results: EPS: NT$0.68 (down from NT$1.31 in 1Q 2025). Revenue: NT$2.48b (down 55% from 1Q 2025). Net income: NT$814.8m (down 48% from 1Q 2025). Profit margin: 33% (up from 28% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$3.46 (vs NT$2.37 in FY 2024)Full year 2025 results: EPS: NT$3.46 (up from NT$2.37 in FY 2024). Revenue: NT$14.0b (up 55% from FY 2024). Net income: NT$4.12b (up 46% from FY 2024). Profit margin: 30% (down from 31% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$0.73 (vs NT$0.12 loss in 3Q 2024)Third quarter 2025 results: EPS: NT$0.73 (up from NT$0.12 loss in 3Q 2024). Revenue: NT$2.94b (up NT$2.93b from 3Q 2024). Net income: NT$866.0m (up NT$1.01b from 3Q 2024). Profit margin: 30% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: NT$0.36 (vs NT$0.068 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.36 (up from NT$0.068 in 2Q 2024). Revenue: NT$1.47b (up 207% from 2Q 2024). Net income: NT$362.2m (up 437% from 2Q 2024). Profit margin: 25% (up from 14% 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 32% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$1.57 (vs NT$0.40 in 1Q 2024)First quarter 2025 results: EPS: NT$1.57 (up from NT$0.40 in 1Q 2024). Revenue: NT$5.50b (up 325% from 1Q 2024). Net income: NT$1.56b (up 289% from 1Q 2024). Profit margin: 28% (down from 31% 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 29% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 03Sakura Development Co.,Ltd to Report Q1, 2025 Results on May 12, 2025Sakura Development Co.,Ltd announced that they will report Q1, 2025 results on May 12, 2025
Reported Earnings • May 21First quarter 2026 earnings released: EPS: NT$0.68 (vs NT$1.31 in 1Q 2025)First quarter 2026 results: EPS: NT$0.68 (down from NT$1.31 in 1Q 2025). Revenue: NT$2.48b (down 55% from 1Q 2025). Net income: NT$814.8m (down 48% from 1Q 2025). Profit margin: 33% (up from 28% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
New Risk • May 05New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.5% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$3.46 (vs NT$2.37 in FY 2024)Full year 2025 results: EPS: NT$3.46 (up from NT$2.37 in FY 2024). Revenue: NT$14.0b (up 55% from FY 2024). Net income: NT$4.12b (up 46% from FY 2024). Profit margin: 30% (down from 31% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 11Sakura Development Co.,Ltd, Annual General Meeting, Jun 16, 2026Sakura Development Co.,Ltd, Annual General Meeting, Jun 16, 2026. Location: b1 floor no,57, kuan ch`ien rd., west district, taichung city Taiwan
Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$0.73 (vs NT$0.12 loss in 3Q 2024)Third quarter 2025 results: EPS: NT$0.73 (up from NT$0.12 loss in 3Q 2024). Revenue: NT$2.94b (up NT$2.93b from 3Q 2024). Net income: NT$866.0m (up NT$1.01b from 3Q 2024). Profit margin: 30% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: NT$0.36 (vs NT$0.068 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.36 (up from NT$0.068 in 2Q 2024). Revenue: NT$1.47b (up 207% from 2Q 2024). Net income: NT$362.2m (up 437% from 2Q 2024). Profit margin: 25% (up from 14% 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 32% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Aug 11Dividend of NT$0.50 announcedShareholders will receive a dividend of NT$0.50. Ex-date: 28th August 2025 Payment date: 2nd October 2025 Dividend yield will be 0.7%, which is lower than the industry average of 3.7%. Payout Ratios Payout ratio: 12%. Cash payout ratio: 13%.
Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$1.57 (vs NT$0.40 in 1Q 2024)First quarter 2025 results: EPS: NT$1.57 (up from NT$0.40 in 1Q 2024). Revenue: NT$5.50b (up 325% from 1Q 2024). Net income: NT$1.56b (up 289% from 1Q 2024). Profit margin: 28% (down from 31% 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 29% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 03Sakura Development Co.,Ltd to Report Q1, 2025 Results on May 12, 2025Sakura Development Co.,Ltd announced that they will report Q1, 2025 results on May 12, 2025
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$63.20, the stock trades at a trailing P/E ratio of 22.2x. Average trailing P/E is 12x in the Real Estate industry in Taiwan. Total returns to shareholders of 201% over the past three years.
お知らせ • Apr 01Sakura Development Co.,Ltd Announces the Resignation of Li, Tsung-Je as Accounting Officer, Effective from March 31, 2025Sakura Development Co.,Ltd announced the resignation of LI, TSUNG-JE, Deputy Manager, Accounting Section of Finance Department, as accounting officer of the company. Effective date:2025/03/31.
分析記事 • Mar 20Why Investors Shouldn't Be Surprised By Sakura Development Co.,Ltd's (TWSE:2539) 27% Share Price SurgeSakura Development Co.,Ltd ( TWSE:2539 ) shares have continued their recent momentum with a 27% gain in the last month...
Reported Earnings • Mar 19Full year 2024 earnings released: EPS: NT$2.85 (vs NT$1.93 in FY 2023)Full year 2024 results: EPS: NT$2.85 (up from NT$1.93 in FY 2023). Revenue: NT$9.02b (up 28% from FY 2023). Net income: NT$2.83b (up 48% from FY 2023). Profit margin: 31% (up from 27% 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 21% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$64.80, the stock trades at a trailing P/E ratio of 53.4x. Average trailing P/E is 15x in the Real Estate industry in Taiwan. Total returns to shareholders of 210% over the past three years.
お知らせ • Mar 12Sakura Development Co.,Ltd, Annual General Meeting, Jun 20, 2025Sakura Development Co.,Ltd, Annual General Meeting, Jun 20, 2025. Location: b1 floor no,57, kuan ch`ien rd., west district, taichung city Taiwan
お知らせ • Mar 04Sakura Development Co.,Ltd to Report Fiscal Year 2024 Results on Mar 11, 2025Sakura Development Co.,Ltd announced that they will report fiscal year 2024 results on Mar 11, 2025
Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$57.80, the stock trades at a trailing P/E ratio of 47.7x. Average trailing P/E is 16x in the Real Estate industry in Taiwan. Total returns to shareholders of 188% over the past three years.
分析記事 • Nov 18Sakura DevelopmentLtd's (TWSE:2539) Solid Earnings May Rest On Weak FoundationsSakura Development Co.,Ltd's ( TWSE:2539 ) healthy profit numbers didn't contain any surprises for investors. We...
Reported Earnings • Nov 15Third quarter 2024 earnings released: NT$0.14 loss per share (vs NT$0.60 profit in 3Q 2023)Third quarter 2024 results: NT$0.14 loss per share (down from NT$0.60 profit in 3Q 2023). Revenue: NT$7.93m (down 100% from 3Q 2023). Net loss: NT$139.9m (down 124% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Sep 16The Price Is Right For Sakura Development Co.,Ltd (TWSE:2539) Even After Diving 25%Sakura Development Co.,Ltd ( TWSE:2539 ) shares have had a horrible month, losing 25% after a relatively good period...
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$54.90, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 17x in the Real Estate industry in Taiwan. Total returns to shareholders of 185% over the past three years.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: NT$0.069 (vs NT$0.027 loss in 2Q 2023)Second quarter 2024 results: EPS: NT$0.069 (up from NT$0.027 loss in 2Q 2023). Revenue: NT$478.6m (up 17% from 2Q 2023). Net income: NT$67.4m (up NT$94.2m from 2Q 2023). Profit margin: 14% (up from net loss in 2Q 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Aug 08Upcoming dividend of NT$0.40 per shareEligible shareholders must have bought the stock before 15 August 2024. Payment date: 20 September 2024. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Taiwanese dividend payers (4.5%). Lower than average of industry peers (2.8%).
お知らせ • Aug 02Sakura Development Co.,Ltd to Report Q2, 2024 Results on Aug 09, 2024Sakura Development Co.,Ltd announced that they will report Q2, 2024 results on Aug 09, 2024
分析記事 • Jun 19Sakura Development Co.,Ltd's (TWSE:2539) Share Price Matching Investor OpinionWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") below 22x, you may consider...
分析記事 • May 29Here's Why Sakura DevelopmentLtd (TWSE:2539) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • May 07If EPS Growth Is Important To You, Sakura DevelopmentLtd (TWSE:2539) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • Apr 28Sakura Development Co.,Ltd to Report Q1, 2024 Results on May 06, 2024Sakura Development Co.,Ltd announced that they will report Q1, 2024 results on May 06, 2024
Reported Earnings • Mar 19Full year 2023 earnings released: EPS: NT$2.24 (vs NT$1.77 in FY 2022)Full year 2023 results: EPS: NT$2.24 (up from NT$1.77 in FY 2022). Revenue: NT$7.06b (up 13% from FY 2022). Net income: NT$1.91b (up 27% from FY 2022). Profit margin: 27% (up from 24% 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 31% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 12Sakura Development Co.,Ltd, Annual General Meeting, Jun 14, 2024Sakura Development Co.,Ltd, Annual General Meeting, Jun 14, 2024. Location: B1F., No. 57, Guanqian Rd., West Dist Hotel National Taichung City Taiwan Agenda: To consider 2023 business report; to consider audit committee's review of the 2023 annual final accounting books and statements; to consider report on 2023 employee' and directors' remuneration; to consider acknowledgment of the 2023 business report and financial statements; to consider acknowledgment of the 2023 earnings distributions; to consider discussion of amendment to articles of incorporation; to consider report on 2023 issue new shares through capital increase from earnings; and to consider other issues.
分析記事 • Feb 26Optimistic Investors Push Sakura Development Co.,Ltd (TWSE:2539) Shares Up 28% But Growth Is LackingThe Sakura Development Co.,Ltd ( TWSE:2539 ) share price has done very well over the last month, posting an excellent...
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$57.40, the stock trades at a trailing P/E ratio of 48.6x. Average trailing P/E is 18x in the Real Estate industry in Taiwan. Total returns to shareholders of 187% over the past three years.
Upcoming Dividend • Aug 17Upcoming dividend of NT$0.20 per share at 0.4% yieldEligible shareholders must have bought the stock before 24 August 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Taiwanese dividend payers (5.7%). Lower than average of industry peers (4.4%).
New Risk • Aug 10New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 9.0% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 10Second quarter 2023 earnings released: NT$0.04 loss per share (vs NT$1.15 profit in 2Q 2022)Second quarter 2023 results: NT$0.04 loss per share (down from NT$1.15 profit in 2Q 2022). Revenue: NT$409.7m (down 87% from 2Q 2022). Net loss: NT$26.8m (down 103% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 23+ 1 more updateSakura Development Co.,Ltd Announces Change to the Principal Financial OfficerSakura Development Co.,Ltd announced Change to the principal financial officer and principal accounting officer of the company. Name, title, and resume of the previous position holder: Shen Shu Chen/Manager, Finance Department as Principal financial officer and Principal accounting officer. Name, title, and resume of the new position holder: TSAI MEI-YIN as Principal financial officer. Effective date: June 21, 2023.
お知らせ • Jun 14+ 1 more updateSakura Development Co.,Ltd Announces Change of Board of Directors ChairmanSakura Development Co.,Ltd announced change of board of directors chairman. Name of the previous position holder: Ho-Yang Management Consultant Co. Ltd. Representative: Chen Cheng-Kang. Resume of the previous position holder: Chairman of SAKURA DEVELOPMENT CO., LTD. Name of the new position holder: Chen Shin-Ying. Resume of the new position holder: General manager of SAKURA DEVELOPMENT CO., LTD. Effective date of the new appointment: June 13, 2023.
Reported Earnings • Mar 15Full year 2022 earnings released: EPS: NT$2.05 (vs NT$1.04 in FY 2021)Full year 2022 results: EPS: NT$2.05 (up from NT$1.04 in FY 2021). Revenue: NT$6.26b (up 47% from FY 2021). Net income: NT$1.51b (up 100% from FY 2021). Profit margin: 24% (up from 18% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Chen-Hua Hsu was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: NT$1.00 (vs NT$0.58 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.00 (up from NT$0.58 in 3Q 2021). Revenue: NT$3.10b (up 56% from 3Q 2021). Net income: NT$732.0m (up 73% from 3Q 2021). Profit margin: 24% (up from 21% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 24Upcoming dividend of NT$0.20 per shareEligible shareholders must have bought the stock before 31 August 2022. Payment date: 05 October 2022. Payout ratio is a comfortable 7.8% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (6.5%). Lower than average of industry peers (6.1%).
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: NT$1.31 (vs NT$0.073 loss in 2Q 2021)Second quarter 2022 results: EPS: NT$1.31 (up from NT$0.073 loss in 2Q 2021). Revenue: NT$3.17b (up NT$3.16b from 2Q 2021). Net income: NT$842.0m (up NT$888.4m from 2Q 2021). Profit margin: 27% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Chen-Hua Hsu was the last independent director to join the board, commencing their role in 2017. 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 30Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$1.18 (down from NT$1.30 in FY 2020). Revenue: NT$4.27b (down 7.4% from FY 2020). Net income: NT$754.0m (down 8.3% from FY 2020). Profit margin: 18% (in line with FY 2020). Revenue missed analyst estimates by 57%. Earnings per share (EPS) also missed analyst estimates by 89%. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 23Sakura Development Co.,Ltd, Annual General Meeting, Jun 16, 2022Sakura Development Co.,Ltd, Annual General Meeting, Jun 16, 2022. Location: B1F., No. 57, Guanqian Rd., West Dist., Taichung City, Hotel National Taichung City Taiwan Agenda: To consider 2021 Business Report; to consider Audit Committee's review of the 2021 annual final accounting books and statements; to consider Report on 2021 employees' and directors' remuneration; to consider Acknowledgment of the 2021 Business Report and Financial Statements; to consider Acknowledgment of the 2021 Earnings Distributions; to consider Discussion of amendment to 'Articles of Incorporation'; to consider Discussion of amendment to 'Procedures for Election of Directors'; to consider Discussion of amendment to 'Procedures for Asset Acquisition & Disposal'; to consider 2021 New common share issuance through the increase of capital by capitalization of retained earnings and capital reserve; and to consider other matters.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$0.66 (vs NT$0.11 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.99b (up 176% from 3Q 2020). Net income: NT$422.1m (up 487% from 3Q 2020). Profit margin: 21% (up from 10.0% 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 11% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 15Upcoming dividend of NT$0.20 per shareEligible shareholders must have bought the stock before 22 September 2021. Payment date: 27 October 2021. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (4.5%).
Reported Earnings • Aug 11Second quarter 2021 earnings released: NT$0.08 loss per share (vs NT$0.25 profit in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: NT$980.0k (down 100% from 2Q 2020). Net loss: NT$46.4m (down 134% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 16% per year.
Reported Earnings • May 13First quarter 2021 earnings released: NT$0.07 loss per share (vs NT$0.18 profit in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: NT$166.1m (down 76% from 1Q 2020). Net loss: NT$37.4m (down 137% from profit in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 22Sakura DevelopmentLtd (TPE:2539) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Apr 01Why Sakura DevelopmentLtd's (TPE:2539) Shaky Earnings Are Just The Beginning Of Its ProblemsThe subdued market reaction suggests that Sakura Development Co.,Ltd's ( TPE:2539 ) recent earnings didn't contain any...
Reported Earnings • Mar 26Full year 2020 earnings released: EPS NT$1.48 (vs NT$2.71 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$4.62b (down 38% from FY 2019). Net income: NT$822.1m (down 45% from FY 2019). Profit margin: 18% (down from 20% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 18% per year.
分析記事 • Mar 11Did You Participate In Any Of Sakura DevelopmentLtd's (TPE:2539) Fantastic 194% Return ?When you buy a stock there is always a possibility that it could drop 100%. But on the bright side, if you buy shares...
分析記事 • Feb 18Is Sakura Development Co.,Ltd's (TPE:2539) Shareholder Ownership Skewed Towards Insiders?A look at the shareholders of Sakura Development Co.,Ltd ( TPE:2539 ) can tell us which group is most powerful...
分析記事 • Jan 28Is Sakura Development Co.,Ltd's (TPE:2539) 18% ROE Better Than Average?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...
分析記事 • Jan 07We Think Sakura DevelopmentLtd (TPE:2539) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Dec 07Did You Participate In Any Of Sakura DevelopmentLtd's (TPE:2539) Fantastic 201% Return ?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS NT$0.13The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$718.4m (down 41% from 3Q 2019). Net income: NT$71.9m (down 61% from 3Q 2019). Profit margin: 10.0% (down from 15% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year.