Senao InternationalLtd（2450）株式概要世直国際有限公司は、中国における携帯電話および周辺アクセサリー製品の販売・流通を行っています。 詳細2450 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績1/6財務の健全性5/6配当金3/6報酬株価収益率（ 18.7 x） TW市場（ 21.5 x）を下回っています。リスク分析過去5年間で収益は年間6.6%減少しました。 5.41%の配当は利益で十分にカバーされていない すべてのリスクチェックを見る2450 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW489,735 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG489,735 investors already sharing narrativesYour Fair ValueNT$Current PriceNT$28.6523.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture038b2016201920222025202620282031Revenue NT$38.2bEarnings NT$440.3mAdvancedSet Fair ValueView all narrativesSenao International Co.,Ltd. 競合他社E-LifeSymbol: TWSE:6281Market cap: NT$5.1bTsann Kuen EnterpriseLtdSymbol: TWSE:2430Market cap: NT$2.1bSunfar ComputerSymbol: TPEX:6154Market cap: NT$1.1bAcer GamingSymbol: TWSE:6908Market cap: NT$1.3b価格と性能株価の高値、安値、推移の概要Senao InternationalLtd過去の株価現在の株価NT$28.6552週高値NT$32.0052週安値NT$28.25ベータ0.201ヶ月の変化-1.72%3ヶ月変化-5.29%1年変化-3.70%3年間の変化-18.49%5年間の変化-10.33%IPOからの変化32.70%最新ニュースUpcoming Dividend • Jun 10Upcoming dividend of NT$1.55 per shareEligible shareholders must have bought the stock before 17 June 2026. Payment date: 15 July 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.0%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (4.3%).Reported Earnings • May 05First quarter 2026 earnings released: EPS: NT$0.25 (vs NT$0.45 in 1Q 2025)First quarter 2026 results: EPS: NT$0.25 (down from NT$0.45 in 1Q 2025). Revenue: NT$8.71b (up 15% from 1Q 2025). Net income: NT$65.1m (down 44% from 1Q 2025). Profit margin: 0.7% (down from 1.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Declared Dividend • Feb 13Dividend reduced to NT$1.55Dividend of NT$1.55 is 6.1% lower than last year. Ex-date: 17th June 2026 Payment date: 15th July 2026 Dividend yield will be 5.4%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (103% earnings payout ratio) nor is it covered by cash flows (137% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 15% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates.Reported Earnings • Feb 12Full year 2025 earnings released: EPS: NT$1.72 (vs NT$1.85 in FY 2024)Full year 2025 results: EPS: NT$1.72 (down from NT$1.85 in FY 2024). Revenue: NT$33.1b (up 2.5% from FY 2024). Net income: NT$445.3m (down 6.9% from FY 2024). Profit margin: 1.3% (down from 1.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Feb 12+ 1 more updateSenao International Co.,Ltd., Annual General Meeting, May 27, 2026Senao International Co.,Ltd., Annual General Meeting, May 27, 2026, at 09:00 Taipei Standard Time. Location: 6 floor no,533, chung cheng rd., sindian district, new taipei city TaiwanReported Earnings • Nov 09Third quarter 2025 earnings released: EPS: NT$0.29 (vs NT$0.43 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.29 (down from NT$0.43 in 3Q 2024). Revenue: NT$7.92b (up 1.4% from 3Q 2024). Net income: NT$74.7m (down 33% from 3Q 2024). Profit margin: 0.9% (down from 1.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.最新情報をもっと見るRecent updatesUpcoming Dividend • Jun 10Upcoming dividend of NT$1.55 per shareEligible shareholders must have bought the stock before 17 June 2026. Payment date: 15 July 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.0%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (4.3%).Reported Earnings • May 05First quarter 2026 earnings released: EPS: NT$0.25 (vs NT$0.45 in 1Q 2025)First quarter 2026 results: EPS: NT$0.25 (down from NT$0.45 in 1Q 2025). Revenue: NT$8.71b (up 15% from 1Q 2025). Net income: NT$65.1m (down 44% from 1Q 2025). Profit margin: 0.7% (down from 1.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Declared Dividend • Feb 13Dividend reduced to NT$1.55Dividend of NT$1.55 is 6.1% lower than last year. Ex-date: 17th June 2026 Payment date: 15th July 2026 Dividend yield will be 5.4%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (103% earnings payout ratio) nor is it covered by cash flows (137% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 15% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates.Reported Earnings • Feb 12Full year 2025 earnings released: EPS: NT$1.72 (vs NT$1.85 in FY 2024)Full year 2025 results: EPS: NT$1.72 (down from NT$1.85 in FY 2024). Revenue: NT$33.1b (up 2.5% from FY 2024). Net income: NT$445.3m (down 6.9% from FY 2024). Profit margin: 1.3% (down from 1.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Feb 12+ 1 more updateSenao International Co.,Ltd., Annual General Meeting, May 27, 2026Senao International Co.,Ltd., Annual General Meeting, May 27, 2026, at 09:00 Taipei Standard Time. Location: 6 floor no,533, chung cheng rd., sindian district, new taipei city TaiwanReported Earnings • Nov 09Third quarter 2025 earnings released: EPS: NT$0.29 (vs NT$0.43 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.29 (down from NT$0.43 in 3Q 2024). Revenue: NT$7.92b (up 1.4% from 3Q 2024). Net income: NT$74.7m (down 33% from 3Q 2024). Profit margin: 0.9% (down from 1.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 02Second quarter 2025 earnings released: EPS: NT$0.32 (vs NT$0.36 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.32 (down from NT$0.36 in 2Q 2024). Revenue: NT$7.30b (down 1.6% from 2Q 2024). Net income: NT$83.9m (down 11% from 2Q 2024). Profit margin: 1.1% (down from 1.3% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Jul 18Now 20% overvaluedOver the last 90 days, the stock has fallen 4.3% to NT$29.80. The fair value is estimated to be NT$24.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 10%.Buy Or Sell Opportunity • Jul 02Now 20% overvaluedOver the last 90 days, the stock has fallen 11% to NT$29.60. The fair value is estimated to be NT$24.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 10%.Upcoming Dividend • Jun 12Upcoming dividend of NT$1.65 per shareEligible shareholders must have bought the stock before 19 June 2025. Payment date: 15 July 2025. Payout ratio is on the higher end at 93%, and the cash payout ratio is above 100%. Trailing yield: 5.3%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (3.5%).Buy Or Sell Opportunity • Jun 10Now 21% overvaluedOver the last 90 days, the stock has fallen 8.9% to NT$31.35. The fair value is estimated to be NT$26.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 10%.Reported Earnings • May 03First quarter 2025 earnings released: EPS: NT$0.45 (vs NT$0.52 in 1Q 2024)First quarter 2025 results: EPS: NT$0.45 (down from NT$0.52 in 1Q 2024). Revenue: NT$7.57b (down 6.9% from 1Q 2024). Net income: NT$115.6m (down 14% from 1Q 2024). Profit margin: 1.5% (down from 1.7% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Apr 25Senao International Co.,Ltd. to Report Q1, 2025 Results on May 02, 2025Senao International Co.,Ltd. announced that they will report Q1, 2025 results on May 02, 2025お知らせ • Mar 27Senao International Co.,Ltd. Appoints Jheng-Sian Yu as ChairmanSenao International Co.,Ltd. appointed Jheng-Sian Yu as Chairman of the company. Resume of the new position holder: Chairman of Senao International Co. Ltd. The board of directors approved the by-election of the chairman. Effective date of the new appointment: March 26, 2025.お知らせ • Mar 18Senao International Co.,Ltd. Announces Appointment of Yu, Jheng-Sian as DirectorSenao International Co.,Ltd. announced change in director of the company. Name of the new position holder: YU,JHENG-SIAN. Resume of the new position holder: Chairman of the Board of the Bagualiao Cultural and Educational Foundation. Effective date of the new appointment: March 17, 2025.Reported Earnings • Mar 04Full year 2024 earnings released: EPS: NT$1.85 (vs NT$2.73 in FY 2023)Full year 2024 results: EPS: NT$1.85 (down from NT$2.73 in FY 2023). Revenue: NT$32.3b (up 3.3% from FY 2023). Net income: NT$478.3m (down 32% from FY 2023). Profit margin: 1.5% (down from 2.3% in FY 2023). The decrease in margin was driven by higher expenses. 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 2% per year, which means it is well ahead of earnings.お知らせ • Feb 18Senao International Co.,Ltd., Annual General Meeting, May 28, 2025Senao International Co.,Ltd., Annual General Meeting, May 28, 2025, at 09:00 Taipei Standard Time. Location: 6 floor no,533, chung cheng rd., sindian district, new taipei city TaiwanDeclared Dividend • Feb 16Dividend of NT$1.65 announcedShareholders will receive a dividend of NT$1.65. Ex-date: 19th June 2025 Payment date: 15th July 2025 Dividend yield will be 4.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (111% earnings payout ratio). However, it is covered by cash flows (81% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 23% to bring the payout ratio under control, which is more than the 1.4% EPS growth achieved over the last 5 years.お知らせ • Feb 15Senao International Co.,Ltd. Announces Cash DividendSenao International Co.,Ltd. announced Cash dividend of TWD 426,116,884. Ex-rights (ex-dividend) trading date is June 19, 2025. Ex-rights (ex-dividend) record date is June 26, 2025.お知らせ • Feb 13Senao International Co.,Ltd. to Report Q4, 2024 Results on Feb 14, 2025Senao International Co.,Ltd. announced that they will report Q4, 2024 results on Feb 14, 2025New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Nov 05Third quarter 2024 earnings released: EPS: NT$0.43 (vs NT$0.82 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.43 (down from NT$0.82 in 3Q 2023). Revenue: NT$7.81b (up 2.3% from 3Q 2023). Net income: NT$110.8m (down 48% from 3Q 2023). Profit margin: 1.4% (down from 2.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.お知らせ • Oct 25Senao International Co.,Ltd. to Report Q3, 2024 Results on Nov 01, 2024Senao International Co.,Ltd. announced that they will report Q3, 2024 results on Nov 01, 2024お知らせ • Oct 02Senao International Co., Ltd. Announces Resignation of Chairman and Director, Rong-Shy LinOn October 1, 2024, Senao International Co. Ltd. announced a change in its board of directors. Rong-Shy Lin, who held the position of Chairman and Director, resigned from his role. The original term for Rong-Shy Lin was from June 15, 2022, to June 14, 2025. Name of legal person: Chunghwa Telecom Co. Ltd. Senao International Co.,Ltd.Reported Earnings • Aug 03Second quarter 2024 earnings released: EPS: NT$0.37 (vs NT$0.66 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.37 (down from NT$0.66 in 2Q 2023). Revenue: NT$7.42b (up 5.1% from 2Q 2023). Net income: NT$93.9m (down 45% from 2Q 2023). Profit margin: 1.3% (down from 2.4% 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 5% per year and the company’s share price has also increased by 5% per year.お知らせ • Jul 26Senao International Co.,Ltd. to Report Q2, 2024 Results on Aug 02, 2024Senao International Co.,Ltd. announced that they will report Q2, 2024 results on Aug 02, 2024Upcoming Dividend • Jun 13Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 20 June 2024. Payment date: 17 July 2024. Payout ratio is on the higher end at 80%, however this is supported by cash flows. Trailing yield: 5.0%. Within top quartile of Taiwanese dividend payers (4.3%). Higher than average of industry peers (3.3%).分析記事 • May 06Some May Be Optimistic About Senao InternationalLtd's (TWSE:2450) EarningsThe market for Senao International Co.,Ltd.'s ( TWSE:2450 ) shares didn't move much after it posted weak earnings...Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: NT$0.52 (vs NT$0.76 in 1Q 2023)First quarter 2024 results: EPS: NT$0.52 (down from NT$0.76 in 1Q 2023). Revenue: NT$8.13b (flat on 1Q 2023). Net income: NT$135.1m (down 31% from 1Q 2023). Profit margin: 1.7% (down from 2.4% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.Reported Earnings • Mar 09Full year 2023 earnings released: EPS: NT$2.73 (vs NT$2.55 in FY 2022)Full year 2023 results: EPS: NT$2.73 (up from NT$2.55 in FY 2022). Revenue: NT$31.3b (flat on FY 2022). Net income: NT$705.7m (up 7.2% from FY 2022). Profit margin: 2.3% (up from 2.1% in FY 2022). Over the last 3 years on average, earnings per share has increased by 14% 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 20Senao International Co.,Ltd., Annual General Meeting, May 20, 2024Senao International Co.,Ltd., Annual General Meeting, May 20, 2024. Location: 6F., No. 533, Zhongzheng Rd., Xindian Dist.,New Taipei City, Taiwan (R.O.C.) New Taipei Taiwan Agenda: To approve the Company's 2023 business report; to approve 2023 audit committee's audit report concerning the Company's financial statements; to approve the Report on 2023 remuneration allocation for dividends and bonuses of shareholders; to Report on 2023 remuneration allocation for directors and employees; to approve Cause for convening the meeting; and to discuss other matters.Declared Dividend • Feb 18Dividend of NT$2.00 announcedShareholders will receive a dividend of NT$2.00. Ex-date: 20th June 2024 Payment date: 17th July 2024 Dividend yield will be 5.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 9.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Feb 17Senao International Co.,Ltd. Announces Cash Dividend, Payable on July 17, 2024Senao International Co.,Ltd. announced Board of Directors Meeting Resolutions on February 16, 2024 of cash dividend of TWD 516,505,314. Payment date of common stock cash dividend distribution is July 17, 2024. Ex-rights (ex-dividend) trading date is June 20, 2024. Last date before book closure is June 21, 2024. Book closure starting date is June 22, 2024. Book closure ending date is June 26, 2024. Ex-rights (ex-dividend) record date is June 26, 2024.お知らせ • Feb 08+ 1 more updateSenao International Co.,Ltd. Announces the Resignation of Ai-Chun Pang as Member of the Audit and Remuneration Committee, Effective February 28, 2024Senao International Co.,Ltd. announced the resignation of Ai-Chun Pang as member of the Audit and Remuneration Committee, effective February 28, 2024. Ai-Chun Pang is Independent Director of the company.Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: NT$0.82 (vs NT$0.78 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.82 (up from NT$0.78 in 3Q 2022). Revenue: NT$7.64b (flat on 3Q 2022). Net income: NT$212.7m (up 6.1% from 3Q 2022). Profit margin: 2.8% (up from 2.6% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 12Senao International Co.,Ltd. Announces Executive ChangesSenao International Co.,Ltd. announced executive changes. Name of the previous position holder: Chien-Chih Chen. Resume of the previous position holder: Senao International Co. Ltd. Director. Name of the new position holder: Min-Hung Tsai. Resume of the new position holder: Chunghwa Telecom Co. Ltd. Consumer Business Group VP.お知らせ • Aug 12Senao International Co.,Ltd. Appoints Rong-Shy Lin as ChairmanSenao International Co.,Ltd. announced that the change of the chairman of the company. Name of the new position holder: Rong-Shy Lin. Resume of the new position holder: Chairman of Senao International Co. Ltd. Effective date of the new appointment is August 11, 2023.お知らせ • Aug 11Senao International Co.,Ltd. Appoints Rong-Shy Lin as DirectorSenao International Co.,Ltd. announced the appointment of Rong-Shy Lin as Director of the company. Resume of the new position holder: Chunghwa Telecom Co. Ltd. SEVP. Effective date of the new appointment is August 10, 2023.Reported Earnings • Aug 05Second quarter 2023 earnings released: EPS: NT$0.66 (vs NT$0.43 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.66 (up from NT$0.43 in 2Q 2022). Revenue: NT$7.06b (up 1.2% from 2Q 2022). Net income: NT$169.4m (up 54% from 2Q 2022). Profit margin: 2.4% (up from 1.6% 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 only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 05Senao International Co.,Ltd. Announces CFO Changes, Effective on August 18, 2023Senao International Co.,Ltd. announced the resignation of JIAN-QI LIAO as CFO. The company announced the appointment of MIAO-LING CHEN as CFO, effective August 18, 2023. MIAO-LING CHEN is Director of Accounting Department of INTERNATIONAL BUSINESS GROUP, CHUNGHWA TELECOM CO., LTD. The effective date is August 18, 2023.お知らせ • Jul 17Senao International Co.,Ltd. Announces the Resignation of Hong-Huei Cheng as ChairmanSenao International Co.,Ltd. announced the resignation of Hong-Huei Cheng as Chairman. Date of occurrence of the change is July 15, 2023.Upcoming Dividend • Jun 13Upcoming dividend of NT$2.20 per share at 6.0% yieldEligible shareholders must have bought the stock before 20 June 2023. Payment date: 14 July 2023. Payout ratio is on the higher end at 84% but the company is not cash flow positive. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (1.0%).お知らせ • May 31Senao International Co.,Ltd. Announces Chairman ChangesThe board of directors of Senao International Co.,Ltd. approved the by-election of Hong-Huei Cheng as chairman in place of Jung-Tzu Lin. Effective date of the new appointment id May 30, 2023.お知らせ • May 18Senao International Co.,Ltd. Announces Change of Representative of Juristic Person Director, Effective May 30, 2023Senao International Co.,Ltd. announced appointment of Hong-Huei Cheng, Political adviser of Executive Yuan as Representative of Juristic Person Director in place of Jung-Tzu Lin, Chairman and director of Senao International Co. Ltd. Effective date of the new appointment is May 30, 2023.Reported Earnings • Feb 22Full year 2022 earnings released: EPS: NT$2.55 (vs NT$2.31 in FY 2021)Full year 2022 results: EPS: NT$2.55 (up from NT$2.31 in FY 2021). Revenue: NT$31.2b (flat on FY 2021). Net income: NT$658.0m (up 10% from FY 2021). Profit margin: 2.1% (up from 1.9% in FY 2021). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Wen-Tsan Wu was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 06Third quarter 2022 earnings released: EPS: NT$0.78 (vs NT$0.61 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.78 (up from NT$0.61 in 3Q 2021). Revenue: NT$7.62b (up 3.5% from 3Q 2021). Net income: NT$200.5m (up 27% from 3Q 2021). Profit margin: 2.6% (up from 2.1% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 31Second quarter 2022 earnings released: EPS: NT$0.43 (vs NT$0.42 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.43 (up from NT$0.42 in 2Q 2021). Revenue: NT$6.97b (up 5.4% from 2Q 2021). Net income: NT$110.1m (up 1.6% from 2Q 2021). Profit margin: 1.6% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jul 30Senao International Co.,Ltd. Appoints Min-Ching Cheng and Ai-Chun Pang to Compensation CommitteeSenao International Co.,Ltd. announced the adding two members of the Compensation Committee. Name of the new position holder: Min-Ching Cheng Independent Director and Ai-Chun Pang Independent Director. Resume of the new position holder: Min-Ching Cheng/Senao International Co. Ltd. Independent Director; Ai-Chun Pang/Senao International Co. Ltd. Independent Director. Effective date of the new member is July 29, 2022.Upcoming Dividend • Jun 16Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 23 June 2022. Payment date: 15 July 2022. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (6.0%). Higher than average of industry peers (3.9%).Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: NT$0.70 (vs NT$0.60 in 1Q 2021)First quarter 2022 results: EPS: NT$0.70 (up from NT$0.60 in 1Q 2021). Revenue: NT$8.07b (up 7.0% from 1Q 2021). Net income: NT$181.5m (up 18% from 1Q 2021). Profit margin: 2.2% (up from 2.0% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Yung-Lin Su was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Feb 21Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: NT$2.31 (up from NT$1.69 in FY 2020). Revenue: NT$31.0b (up 15% from FY 2020). Net income: NT$596.9m (up 37% from FY 2020). Profit margin: 1.9% (up from 1.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.5%. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Feb 19Senao International Co., Ltd., Annual General Meeting, Jun 15, 2022Senao International Co., Ltd., Annual General Meeting, Jun 15, 2022. Location: No.500, Fuxing 3rd Rd., Guishan Dist Taoyuan City Taiwan Agenda: To consider and approve the company's 2021 business report; report on 2021 remuneration allocation for directors and employees; ratification of 2021 business report and financial statements; election of the board of directors; and to discuss other matters.Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$0.61 (vs NT$0.51 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$7.37b (up 9.1% from 3Q 2020). Net income: NT$157.8m (up 19% from 3Q 2020). Profit margin: 2.1% (up from 2.0% 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 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS NT$0.42 (vs NT$0.24 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$6.62b (up 12% from 2Q 2020). Net income: NT$108.4m (up 75% from 2Q 2020). Profit margin: 1.6% (up from 1.0% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 16Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 23 June 2021. Payment date: 15 July 2021. Trailing yield: 4.6%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.3%).Executive Departure • May 04Chief Financial Officer has left the companyOn the 1st of May, Cing-Shou Lin's tenure as Chief Financial Officer ended after 3.8 years in the role. We don't have any record of a personal shareholding under Cing-Shou's name. A total of 4 executives have left over the last 12 months.Reported Earnings • Apr 29First quarter 2021 earnings released: EPS NT$0.60 (vs NT$0.35 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$7.54b (up 12% from 1Q 2020). Net income: NT$154.0m (up 71% from 1Q 2020). Profit margin: 2.0% (up from 1.3% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 12% per year.分析記事 • Mar 31These Return Metrics Don't Make Senao International (TPE:2450) Look Too StrongWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...分析記事 • Mar 05Senao International's (TPE:2450) Shareholders Are Down 38% On Their SharesWhile not a mind-blowing move, it is good to see that the Senao International Co., Ltd. ( TPE:2450 ) share price has...お知らせ • Feb 20Senao International Co., Ltd., Annual General Meeting, Jun 21, 2021Senao International Co., Ltd., Annual General Meeting, Jun 21, 2021.Reported Earnings • Feb 20Full year 2020 earnings released: EPS NT$1.69 (vs NT$1.59 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$27.0b (down 6.4% from FY 2019). Net income: NT$436.9m (up 6.2% from FY 2019). Profit margin: 1.6% (up from 1.4% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.分析記事 • Feb 14What Type Of Shareholders Own The Most Number of Senao International Co., Ltd. (TPE:2450) Shares?Every investor in Senao International Co., Ltd. ( TPE:2450 ) should be aware of the most powerful shareholder groups...分析記事 • Jan 30Something To Consider Before Buying Senao International Co., Ltd. (TPE:2450) For The 4.7% DividendDividend paying stocks like Senao International Co., Ltd. ( TPE:2450 ) tend to be popular with investors, and for good...分析記事 • Jan 15Senao International Co., Ltd.'s (TPE:2450) On An Uptrend But Financial Prospects Look Pretty Weak: Is The Stock Overpriced?Senao International's (TPE:2450) stock is up by a considerable 15% over the past three months. We, however wanted to...分析記事 • Dec 31What These Trends Mean At Senao International (TPE:2450)When researching a stock for investment, what can tell us that the company is in decline? A business that's potentially...Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$35.50, the stock is trading at a trailing P/E ratio of 23.5x, up from the previous P/E ratio of 19.5x. This compares to an average P/E of 18x in the Specialty Retail industry in Taiwan. Total return to shareholders over the past three years is a loss of 18%.Is New 90 Day High Low • Dec 30New 90-day high: NT$33.10The company is up 15% from its price of NT$28.85 on 30 September 2020. The Taiwanese market is also up 15% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Specialty Retail industry, which is down 1.0% over the same period.分析記事 • Dec 16Does Senao International's (TPE:2450) Statutory Profit Adequately Reflect Its Underlying Profit?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...分析記事 • Nov 30Reflecting on Senao International's (TPE:2450) Share Price Returns Over The Last Three YearsFor many investors, the main point of stock picking is to generate higher returns than the overall market. But in any...Is New 90 Day High Low • Nov 26New 90-day high: NT$29.60The company is up 2.0% from its price of NT$29.05 on 28 August 2020. The Taiwanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 9.0% over the same period.Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS NT$0.51The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$6.75b (down 5.3% from 3Q 2019). Net income: NT$132.3m (down 23% from 3Q 2019). Profit margin: 2.0% (down from 2.4% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.株主還元2450TW Specialty RetailTW 市場7D-0.3%0.8%-6.3%1Y-3.7%-16.3%80.7%株主還元を見る業界別リターン: 2450過去 1 年間で-16.3 % の収益を上げたTW Specialty Retail業界を上回りました。リターン対市場: 2450は、過去 1 年間で80.7 % のリターンを上げたTW市場を下回りました。価格変動Is 2450's price volatile compared to industry and market?2450 volatility2450 Average Weekly Movement2.7%Specialty Retail Industry Average Movement3.6%Market Average Movement6.6%10% most volatile stocks in TW Market12.1%10% least volatile stocks in TW Market2.6%安定した株価: 2450 、 TW市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 2450の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1979n/aPao-Yung Linwww.senao.com.tw世直国際有限公司は、中国で携帯電話および周辺アクセサリー製品の販売・流通を行っている。また、情報通信技術製品の販売・保守、修理・メンテナンスサービスも行っている。さらに、生命保険、損害保険、賠償責任保険の代理店業務も行っている。前身は世直実業発展有限公司で、1994年8月に社名を世直国際有限公司に変更した。1979年に法人化され、台湾の新北市に本社を置く。もっと見るSenao International Co.,Ltd. 基礎のまとめSenao InternationalLtd の収益と売上を時価総額と比較するとどうか。2450 基礎統計学時価総額NT$7.40b収益（TTM）NT$394.79m売上高(TTM)NT$34.27b18.7xPER（株価収益率0.2xP/Sレシオ2450 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計2450 損益計算書（TTM）収益NT$34.27b売上原価NT$30.76b売上総利益NT$3.50bその他の費用NT$3.11b収益NT$394.79m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.53グロス・マージン10.22%純利益率1.15%有利子負債／自己資本比率0.7%2450 の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.4%現在の配当利回り101%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/18 19:57終値2026/07/17 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Senao International 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。3 アナリスト機関null nullCapital Securities CorporationJianzhang SuMasterlink Securities Investment AdvisoryChia-Teng WangSinoPac Securities Investment Service
Upcoming Dividend • Jun 10Upcoming dividend of NT$1.55 per shareEligible shareholders must have bought the stock before 17 June 2026. Payment date: 15 July 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.0%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (4.3%).
Reported Earnings • May 05First quarter 2026 earnings released: EPS: NT$0.25 (vs NT$0.45 in 1Q 2025)First quarter 2026 results: EPS: NT$0.25 (down from NT$0.45 in 1Q 2025). Revenue: NT$8.71b (up 15% from 1Q 2025). Net income: NT$65.1m (down 44% from 1Q 2025). Profit margin: 0.7% (down from 1.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Declared Dividend • Feb 13Dividend reduced to NT$1.55Dividend of NT$1.55 is 6.1% lower than last year. Ex-date: 17th June 2026 Payment date: 15th July 2026 Dividend yield will be 5.4%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (103% earnings payout ratio) nor is it covered by cash flows (137% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 15% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates.
Reported Earnings • Feb 12Full year 2025 earnings released: EPS: NT$1.72 (vs NT$1.85 in FY 2024)Full year 2025 results: EPS: NT$1.72 (down from NT$1.85 in FY 2024). Revenue: NT$33.1b (up 2.5% from FY 2024). Net income: NT$445.3m (down 6.9% from FY 2024). Profit margin: 1.3% (down from 1.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 12+ 1 more updateSenao International Co.,Ltd., Annual General Meeting, May 27, 2026Senao International Co.,Ltd., Annual General Meeting, May 27, 2026, at 09:00 Taipei Standard Time. Location: 6 floor no,533, chung cheng rd., sindian district, new taipei city Taiwan
Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: NT$0.29 (vs NT$0.43 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.29 (down from NT$0.43 in 3Q 2024). Revenue: NT$7.92b (up 1.4% from 3Q 2024). Net income: NT$74.7m (down 33% from 3Q 2024). Profit margin: 0.9% (down from 1.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jun 10Upcoming dividend of NT$1.55 per shareEligible shareholders must have bought the stock before 17 June 2026. Payment date: 15 July 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.0%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (4.3%).
Reported Earnings • May 05First quarter 2026 earnings released: EPS: NT$0.25 (vs NT$0.45 in 1Q 2025)First quarter 2026 results: EPS: NT$0.25 (down from NT$0.45 in 1Q 2025). Revenue: NT$8.71b (up 15% from 1Q 2025). Net income: NT$65.1m (down 44% from 1Q 2025). Profit margin: 0.7% (down from 1.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Declared Dividend • Feb 13Dividend reduced to NT$1.55Dividend of NT$1.55 is 6.1% lower than last year. Ex-date: 17th June 2026 Payment date: 15th July 2026 Dividend yield will be 5.4%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (103% earnings payout ratio) nor is it covered by cash flows (137% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 15% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates.
Reported Earnings • Feb 12Full year 2025 earnings released: EPS: NT$1.72 (vs NT$1.85 in FY 2024)Full year 2025 results: EPS: NT$1.72 (down from NT$1.85 in FY 2024). Revenue: NT$33.1b (up 2.5% from FY 2024). Net income: NT$445.3m (down 6.9% from FY 2024). Profit margin: 1.3% (down from 1.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 12+ 1 more updateSenao International Co.,Ltd., Annual General Meeting, May 27, 2026Senao International Co.,Ltd., Annual General Meeting, May 27, 2026, at 09:00 Taipei Standard Time. Location: 6 floor no,533, chung cheng rd., sindian district, new taipei city Taiwan
Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: NT$0.29 (vs NT$0.43 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.29 (down from NT$0.43 in 3Q 2024). Revenue: NT$7.92b (up 1.4% from 3Q 2024). Net income: NT$74.7m (down 33% from 3Q 2024). Profit margin: 0.9% (down from 1.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 02Second quarter 2025 earnings released: EPS: NT$0.32 (vs NT$0.36 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.32 (down from NT$0.36 in 2Q 2024). Revenue: NT$7.30b (down 1.6% from 2Q 2024). Net income: NT$83.9m (down 11% from 2Q 2024). Profit margin: 1.1% (down from 1.3% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Jul 18Now 20% overvaluedOver the last 90 days, the stock has fallen 4.3% to NT$29.80. The fair value is estimated to be NT$24.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 10%.
Buy Or Sell Opportunity • Jul 02Now 20% overvaluedOver the last 90 days, the stock has fallen 11% to NT$29.60. The fair value is estimated to be NT$24.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 10%.
Upcoming Dividend • Jun 12Upcoming dividend of NT$1.65 per shareEligible shareholders must have bought the stock before 19 June 2025. Payment date: 15 July 2025. Payout ratio is on the higher end at 93%, and the cash payout ratio is above 100%. Trailing yield: 5.3%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (3.5%).
Buy Or Sell Opportunity • Jun 10Now 21% overvaluedOver the last 90 days, the stock has fallen 8.9% to NT$31.35. The fair value is estimated to be NT$26.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 10%.
Reported Earnings • May 03First quarter 2025 earnings released: EPS: NT$0.45 (vs NT$0.52 in 1Q 2024)First quarter 2025 results: EPS: NT$0.45 (down from NT$0.52 in 1Q 2024). Revenue: NT$7.57b (down 6.9% from 1Q 2024). Net income: NT$115.6m (down 14% from 1Q 2024). Profit margin: 1.5% (down from 1.7% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 25Senao International Co.,Ltd. to Report Q1, 2025 Results on May 02, 2025Senao International Co.,Ltd. announced that they will report Q1, 2025 results on May 02, 2025
お知らせ • Mar 27Senao International Co.,Ltd. Appoints Jheng-Sian Yu as ChairmanSenao International Co.,Ltd. appointed Jheng-Sian Yu as Chairman of the company. Resume of the new position holder: Chairman of Senao International Co. Ltd. The board of directors approved the by-election of the chairman. Effective date of the new appointment: March 26, 2025.
お知らせ • Mar 18Senao International Co.,Ltd. Announces Appointment of Yu, Jheng-Sian as DirectorSenao International Co.,Ltd. announced change in director of the company. Name of the new position holder: YU,JHENG-SIAN. Resume of the new position holder: Chairman of the Board of the Bagualiao Cultural and Educational Foundation. Effective date of the new appointment: March 17, 2025.
Reported Earnings • Mar 04Full year 2024 earnings released: EPS: NT$1.85 (vs NT$2.73 in FY 2023)Full year 2024 results: EPS: NT$1.85 (down from NT$2.73 in FY 2023). Revenue: NT$32.3b (up 3.3% from FY 2023). Net income: NT$478.3m (down 32% from FY 2023). Profit margin: 1.5% (down from 2.3% in FY 2023). The decrease in margin was driven by higher expenses. 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 2% per year, which means it is well ahead of earnings.
お知らせ • Feb 18Senao International Co.,Ltd., Annual General Meeting, May 28, 2025Senao International Co.,Ltd., Annual General Meeting, May 28, 2025, at 09:00 Taipei Standard Time. Location: 6 floor no,533, chung cheng rd., sindian district, new taipei city Taiwan
Declared Dividend • Feb 16Dividend of NT$1.65 announcedShareholders will receive a dividend of NT$1.65. Ex-date: 19th June 2025 Payment date: 15th July 2025 Dividend yield will be 4.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (111% earnings payout ratio). However, it is covered by cash flows (81% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 23% to bring the payout ratio under control, which is more than the 1.4% EPS growth achieved over the last 5 years.
お知らせ • Feb 15Senao International Co.,Ltd. Announces Cash DividendSenao International Co.,Ltd. announced Cash dividend of TWD 426,116,884. Ex-rights (ex-dividend) trading date is June 19, 2025. Ex-rights (ex-dividend) record date is June 26, 2025.
お知らせ • Feb 13Senao International Co.,Ltd. to Report Q4, 2024 Results on Feb 14, 2025Senao International Co.,Ltd. announced that they will report Q4, 2024 results on Feb 14, 2025
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Nov 05Third quarter 2024 earnings released: EPS: NT$0.43 (vs NT$0.82 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.43 (down from NT$0.82 in 3Q 2023). Revenue: NT$7.81b (up 2.3% from 3Q 2023). Net income: NT$110.8m (down 48% from 3Q 2023). Profit margin: 1.4% (down from 2.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Oct 25Senao International Co.,Ltd. to Report Q3, 2024 Results on Nov 01, 2024Senao International Co.,Ltd. announced that they will report Q3, 2024 results on Nov 01, 2024
お知らせ • Oct 02Senao International Co., Ltd. Announces Resignation of Chairman and Director, Rong-Shy LinOn October 1, 2024, Senao International Co. Ltd. announced a change in its board of directors. Rong-Shy Lin, who held the position of Chairman and Director, resigned from his role. The original term for Rong-Shy Lin was from June 15, 2022, to June 14, 2025. Name of legal person: Chunghwa Telecom Co. Ltd. Senao International Co.,Ltd.
Reported Earnings • Aug 03Second quarter 2024 earnings released: EPS: NT$0.37 (vs NT$0.66 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.37 (down from NT$0.66 in 2Q 2023). Revenue: NT$7.42b (up 5.1% from 2Q 2023). Net income: NT$93.9m (down 45% from 2Q 2023). Profit margin: 1.3% (down from 2.4% 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 5% per year and the company’s share price has also increased by 5% per year.
お知らせ • Jul 26Senao International Co.,Ltd. to Report Q2, 2024 Results on Aug 02, 2024Senao International Co.,Ltd. announced that they will report Q2, 2024 results on Aug 02, 2024
Upcoming Dividend • Jun 13Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 20 June 2024. Payment date: 17 July 2024. Payout ratio is on the higher end at 80%, however this is supported by cash flows. Trailing yield: 5.0%. Within top quartile of Taiwanese dividend payers (4.3%). Higher than average of industry peers (3.3%).
分析記事 • May 06Some May Be Optimistic About Senao InternationalLtd's (TWSE:2450) EarningsThe market for Senao International Co.,Ltd.'s ( TWSE:2450 ) shares didn't move much after it posted weak earnings...
Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: NT$0.52 (vs NT$0.76 in 1Q 2023)First quarter 2024 results: EPS: NT$0.52 (down from NT$0.76 in 1Q 2023). Revenue: NT$8.13b (flat on 1Q 2023). Net income: NT$135.1m (down 31% from 1Q 2023). Profit margin: 1.7% (down from 2.4% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.
Reported Earnings • Mar 09Full year 2023 earnings released: EPS: NT$2.73 (vs NT$2.55 in FY 2022)Full year 2023 results: EPS: NT$2.73 (up from NT$2.55 in FY 2022). Revenue: NT$31.3b (flat on FY 2022). Net income: NT$705.7m (up 7.2% from FY 2022). Profit margin: 2.3% (up from 2.1% in FY 2022). Over the last 3 years on average, earnings per share has increased by 14% 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 20Senao International Co.,Ltd., Annual General Meeting, May 20, 2024Senao International Co.,Ltd., Annual General Meeting, May 20, 2024. Location: 6F., No. 533, Zhongzheng Rd., Xindian Dist.,New Taipei City, Taiwan (R.O.C.) New Taipei Taiwan Agenda: To approve the Company's 2023 business report; to approve 2023 audit committee's audit report concerning the Company's financial statements; to approve the Report on 2023 remuneration allocation for dividends and bonuses of shareholders; to Report on 2023 remuneration allocation for directors and employees; to approve Cause for convening the meeting; and to discuss other matters.
Declared Dividend • Feb 18Dividend of NT$2.00 announcedShareholders will receive a dividend of NT$2.00. Ex-date: 20th June 2024 Payment date: 17th July 2024 Dividend yield will be 5.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 9.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 17Senao International Co.,Ltd. Announces Cash Dividend, Payable on July 17, 2024Senao International Co.,Ltd. announced Board of Directors Meeting Resolutions on February 16, 2024 of cash dividend of TWD 516,505,314. Payment date of common stock cash dividend distribution is July 17, 2024. Ex-rights (ex-dividend) trading date is June 20, 2024. Last date before book closure is June 21, 2024. Book closure starting date is June 22, 2024. Book closure ending date is June 26, 2024. Ex-rights (ex-dividend) record date is June 26, 2024.
お知らせ • Feb 08+ 1 more updateSenao International Co.,Ltd. Announces the Resignation of Ai-Chun Pang as Member of the Audit and Remuneration Committee, Effective February 28, 2024Senao International Co.,Ltd. announced the resignation of Ai-Chun Pang as member of the Audit and Remuneration Committee, effective February 28, 2024. Ai-Chun Pang is Independent Director of the company.
Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: NT$0.82 (vs NT$0.78 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.82 (up from NT$0.78 in 3Q 2022). Revenue: NT$7.64b (flat on 3Q 2022). Net income: NT$212.7m (up 6.1% from 3Q 2022). Profit margin: 2.8% (up from 2.6% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 12Senao International Co.,Ltd. Announces Executive ChangesSenao International Co.,Ltd. announced executive changes. Name of the previous position holder: Chien-Chih Chen. Resume of the previous position holder: Senao International Co. Ltd. Director. Name of the new position holder: Min-Hung Tsai. Resume of the new position holder: Chunghwa Telecom Co. Ltd. Consumer Business Group VP.
お知らせ • Aug 12Senao International Co.,Ltd. Appoints Rong-Shy Lin as ChairmanSenao International Co.,Ltd. announced that the change of the chairman of the company. Name of the new position holder: Rong-Shy Lin. Resume of the new position holder: Chairman of Senao International Co. Ltd. Effective date of the new appointment is August 11, 2023.
お知らせ • Aug 11Senao International Co.,Ltd. Appoints Rong-Shy Lin as DirectorSenao International Co.,Ltd. announced the appointment of Rong-Shy Lin as Director of the company. Resume of the new position holder: Chunghwa Telecom Co. Ltd. SEVP. Effective date of the new appointment is August 10, 2023.
Reported Earnings • Aug 05Second quarter 2023 earnings released: EPS: NT$0.66 (vs NT$0.43 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.66 (up from NT$0.43 in 2Q 2022). Revenue: NT$7.06b (up 1.2% from 2Q 2022). Net income: NT$169.4m (up 54% from 2Q 2022). Profit margin: 2.4% (up from 1.6% 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 only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 05Senao International Co.,Ltd. Announces CFO Changes, Effective on August 18, 2023Senao International Co.,Ltd. announced the resignation of JIAN-QI LIAO as CFO. The company announced the appointment of MIAO-LING CHEN as CFO, effective August 18, 2023. MIAO-LING CHEN is Director of Accounting Department of INTERNATIONAL BUSINESS GROUP, CHUNGHWA TELECOM CO., LTD. The effective date is August 18, 2023.
お知らせ • Jul 17Senao International Co.,Ltd. Announces the Resignation of Hong-Huei Cheng as ChairmanSenao International Co.,Ltd. announced the resignation of Hong-Huei Cheng as Chairman. Date of occurrence of the change is July 15, 2023.
Upcoming Dividend • Jun 13Upcoming dividend of NT$2.20 per share at 6.0% yieldEligible shareholders must have bought the stock before 20 June 2023. Payment date: 14 July 2023. Payout ratio is on the higher end at 84% but the company is not cash flow positive. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (1.0%).
お知らせ • May 31Senao International Co.,Ltd. Announces Chairman ChangesThe board of directors of Senao International Co.,Ltd. approved the by-election of Hong-Huei Cheng as chairman in place of Jung-Tzu Lin. Effective date of the new appointment id May 30, 2023.
お知らせ • May 18Senao International Co.,Ltd. Announces Change of Representative of Juristic Person Director, Effective May 30, 2023Senao International Co.,Ltd. announced appointment of Hong-Huei Cheng, Political adviser of Executive Yuan as Representative of Juristic Person Director in place of Jung-Tzu Lin, Chairman and director of Senao International Co. Ltd. Effective date of the new appointment is May 30, 2023.
Reported Earnings • Feb 22Full year 2022 earnings released: EPS: NT$2.55 (vs NT$2.31 in FY 2021)Full year 2022 results: EPS: NT$2.55 (up from NT$2.31 in FY 2021). Revenue: NT$31.2b (flat on FY 2021). Net income: NT$658.0m (up 10% from FY 2021). Profit margin: 2.1% (up from 1.9% in FY 2021). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Wen-Tsan Wu was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 06Third quarter 2022 earnings released: EPS: NT$0.78 (vs NT$0.61 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.78 (up from NT$0.61 in 3Q 2021). Revenue: NT$7.62b (up 3.5% from 3Q 2021). Net income: NT$200.5m (up 27% from 3Q 2021). Profit margin: 2.6% (up from 2.1% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 31Second quarter 2022 earnings released: EPS: NT$0.43 (vs NT$0.42 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.43 (up from NT$0.42 in 2Q 2021). Revenue: NT$6.97b (up 5.4% from 2Q 2021). Net income: NT$110.1m (up 1.6% from 2Q 2021). Profit margin: 1.6% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jul 30Senao International Co.,Ltd. Appoints Min-Ching Cheng and Ai-Chun Pang to Compensation CommitteeSenao International Co.,Ltd. announced the adding two members of the Compensation Committee. Name of the new position holder: Min-Ching Cheng Independent Director and Ai-Chun Pang Independent Director. Resume of the new position holder: Min-Ching Cheng/Senao International Co. Ltd. Independent Director; Ai-Chun Pang/Senao International Co. Ltd. Independent Director. Effective date of the new member is July 29, 2022.
Upcoming Dividend • Jun 16Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 23 June 2022. Payment date: 15 July 2022. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (6.0%). Higher than average of industry peers (3.9%).
Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: NT$0.70 (vs NT$0.60 in 1Q 2021)First quarter 2022 results: EPS: NT$0.70 (up from NT$0.60 in 1Q 2021). Revenue: NT$8.07b (up 7.0% from 1Q 2021). Net income: NT$181.5m (up 18% from 1Q 2021). Profit margin: 2.2% (up from 2.0% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Yung-Lin Su was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Feb 21Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: NT$2.31 (up from NT$1.69 in FY 2020). Revenue: NT$31.0b (up 15% from FY 2020). Net income: NT$596.9m (up 37% from FY 2020). Profit margin: 1.9% (up from 1.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.5%. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Feb 19Senao International Co., Ltd., Annual General Meeting, Jun 15, 2022Senao International Co., Ltd., Annual General Meeting, Jun 15, 2022. Location: No.500, Fuxing 3rd Rd., Guishan Dist Taoyuan City Taiwan Agenda: To consider and approve the company's 2021 business report; report on 2021 remuneration allocation for directors and employees; ratification of 2021 business report and financial statements; election of the board of directors; and to discuss other matters.
Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$0.61 (vs NT$0.51 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$7.37b (up 9.1% from 3Q 2020). Net income: NT$157.8m (up 19% from 3Q 2020). Profit margin: 2.1% (up from 2.0% 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 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS NT$0.42 (vs NT$0.24 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$6.62b (up 12% from 2Q 2020). Net income: NT$108.4m (up 75% from 2Q 2020). Profit margin: 1.6% (up from 1.0% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 16Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 23 June 2021. Payment date: 15 July 2021. Trailing yield: 4.6%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.3%).
Executive Departure • May 04Chief Financial Officer has left the companyOn the 1st of May, Cing-Shou Lin's tenure as Chief Financial Officer ended after 3.8 years in the role. We don't have any record of a personal shareholding under Cing-Shou's name. A total of 4 executives have left over the last 12 months.
Reported Earnings • Apr 29First quarter 2021 earnings released: EPS NT$0.60 (vs NT$0.35 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$7.54b (up 12% from 1Q 2020). Net income: NT$154.0m (up 71% from 1Q 2020). Profit margin: 2.0% (up from 1.3% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 12% per year.
分析記事 • Mar 31These Return Metrics Don't Make Senao International (TPE:2450) Look Too StrongWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
分析記事 • Mar 05Senao International's (TPE:2450) Shareholders Are Down 38% On Their SharesWhile not a mind-blowing move, it is good to see that the Senao International Co., Ltd. ( TPE:2450 ) share price has...
お知らせ • Feb 20Senao International Co., Ltd., Annual General Meeting, Jun 21, 2021Senao International Co., Ltd., Annual General Meeting, Jun 21, 2021.
Reported Earnings • Feb 20Full year 2020 earnings released: EPS NT$1.69 (vs NT$1.59 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$27.0b (down 6.4% from FY 2019). Net income: NT$436.9m (up 6.2% from FY 2019). Profit margin: 1.6% (up from 1.4% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
分析記事 • Feb 14What Type Of Shareholders Own The Most Number of Senao International Co., Ltd. (TPE:2450) Shares?Every investor in Senao International Co., Ltd. ( TPE:2450 ) should be aware of the most powerful shareholder groups...
分析記事 • Jan 30Something To Consider Before Buying Senao International Co., Ltd. (TPE:2450) For The 4.7% DividendDividend paying stocks like Senao International Co., Ltd. ( TPE:2450 ) tend to be popular with investors, and for good...
分析記事 • Jan 15Senao International Co., Ltd.'s (TPE:2450) On An Uptrend But Financial Prospects Look Pretty Weak: Is The Stock Overpriced?Senao International's (TPE:2450) stock is up by a considerable 15% over the past three months. We, however wanted to...
分析記事 • Dec 31What These Trends Mean At Senao International (TPE:2450)When researching a stock for investment, what can tell us that the company is in decline? A business that's potentially...
Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$35.50, the stock is trading at a trailing P/E ratio of 23.5x, up from the previous P/E ratio of 19.5x. This compares to an average P/E of 18x in the Specialty Retail industry in Taiwan. Total return to shareholders over the past three years is a loss of 18%.
Is New 90 Day High Low • Dec 30New 90-day high: NT$33.10The company is up 15% from its price of NT$28.85 on 30 September 2020. The Taiwanese market is also up 15% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Specialty Retail industry, which is down 1.0% over the same period.
分析記事 • Dec 16Does Senao International's (TPE:2450) Statutory Profit Adequately Reflect Its Underlying Profit?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...
分析記事 • Nov 30Reflecting on Senao International's (TPE:2450) Share Price Returns Over The Last Three YearsFor many investors, the main point of stock picking is to generate higher returns than the overall market. But in any...
Is New 90 Day High Low • Nov 26New 90-day high: NT$29.60The company is up 2.0% from its price of NT$29.05 on 28 August 2020. The Taiwanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 9.0% over the same period.
Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS NT$0.51The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$6.75b (down 5.3% from 3Q 2019). Net income: NT$132.3m (down 23% from 3Q 2019). Profit margin: 2.0% (down from 2.4% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
