View Financial HealthProvision InformationLtd 配当と自社株買い配当金 基準チェック /36Provision InformationLtd配当を支払う会社であり、現在の利回りは3.5%で、収益によって十分にカバーされています。主要情報3.5%配当利回り-1.1%バイバック利回り総株主利回り2.4%将来の配当利回りn/a配当成長11.3%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向46%最近の配当と自社株買いの更新Upcoming Dividend • Mar 25Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 01 April 2026. Payment date: 24 April 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (3.4%).Declared Dividend • Mar 09Dividend of NT$2.80 announcedShareholders will receive a dividend of NT$2.80. Ex-date: 1st April 2026 Payment date: 24th April 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Mar 07Provision Information Co.,Ltd. announces Annual dividend, payable on April 24, 2026Provision Information Co.,Ltd. announced Annual dividend of TWD 2.8000 per share payable on April 24, 2026, ex-date on April 01, 2026 and record date on April 05, 2026.Upcoming Dividend • Mar 15Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 20 March 2025. Payment date: 18 April 2025. Payout ratio and cash payout ratio are on the higher end at 98% and 83% respectively. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (4.5%). Higher than average of industry peers (2.0%).Declared Dividend • Feb 28Dividend reduced to NT$2.80Dividend of NT$2.80 is 44% lower than last year. Ex-date: 20th March 2025 Payment date: 18th April 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio). However, it is covered by cash flows (72% cash payout ratio). The dividend has increased by an average of 14% per year over the past 8 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 8.8% to bring the payout ratio under control, which is less than the 21% EPS growth achieved over the last 5 years.お知らせ • Feb 27+ 1 more updateProvision Information Co.,Ltd. Proposes Cash Dividends, Payable on April 18, 2025Provision Information Co.,Ltd. announced the resolution by the company's board of directors for the ex-dividend record date of cash dividends. Cash dividends of TWD 60,942,700 (TWD 2.8 per share). Ex-rights (Ex-dividend) date is March 20, 2025. Last date before book closure is March 23, 2025. Book closure starting date is March 24, 2025. Book closure ending date is March 28, 2025. Ex-rights (Ex-dividend) record date is March 28, 2025. Payment date of cash dividend distribution is April 18, 2025.すべての更新を表示Recent updatesUpcoming Dividend • Mar 25Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 01 April 2026. Payment date: 24 April 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (3.4%).Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$5.12 (vs NT$4.38 in FY 2024)Full year 2025 results: EPS: NT$5.12 (up from NT$4.38 in FY 2024). Revenue: NT$663.7m (up 13% from FY 2024). Net income: NT$125.8m (up 17% from FY 2024). Profit margin: 19% (in line with FY 2024). 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 7% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 09Provision Information Co.,Ltd., Annual General Meeting, Jun 04, 2026Provision Information Co.,Ltd., Annual General Meeting, Jun 04, 2026. Location: 6-1 floor no,1, kuang fu s. rd., songshan district, taipei city TaiwanDeclared Dividend • Mar 09Dividend of NT$2.80 announcedShareholders will receive a dividend of NT$2.80. Ex-date: 1st April 2026 Payment date: 24th April 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Mar 07Provision Information Co.,Ltd. announces Annual dividend, payable on April 24, 2026Provision Information Co.,Ltd. announced Annual dividend of TWD 2.8000 per share payable on April 24, 2026, ex-date on April 01, 2026 and record date on April 05, 2026.Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$1.48 (vs NT$0.80 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.48 (up from NT$0.80 in 3Q 2024). Revenue: NT$163.5m (up 20% from 3Q 2024). Net income: NT$36.3m (up 86% from 3Q 2024). Profit margin: 22% (up from 14% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$1.78 (vs NT$1.09 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.78 (up from NT$1.09 in 2Q 2024). Revenue: NT$170.0m (up 25% from 2Q 2024). Net income: NT$37.9m (up 63% from 2Q 2024). Profit margin: 22% (up from 17% 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 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 08First quarter 2025 earnings released: EPS: NT$0.93 (vs NT$1.37 in 1Q 2024)First quarter 2025 results: EPS: NT$0.93 (down from NT$1.37 in 1Q 2024). Revenue: NT$161.1m (up 8.2% from 1Q 2024). Net income: NT$19.8m (down 32% from 1Q 2024). Profit margin: 12% (down from 20% 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 4% per year whereas the company’s share price has increased by 9% per year.お知らせ • Apr 29Provision Information Co.,Ltd. to Report Q1, 2025 Results on May 06, 2025Provision Information Co.,Ltd. announced that they will report Q1, 2025 results on May 06, 2025Upcoming Dividend • Mar 15Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 20 March 2025. Payment date: 18 April 2025. Payout ratio and cash payout ratio are on the higher end at 98% and 83% respectively. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (4.5%). Higher than average of industry peers (2.0%).Buy Or Sell Opportunity • Mar 11Now 20% undervaluedOver the last 90 days, the stock has risen 12% to NT$83.20. The fair value is estimated to be NT$104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 9.5%.Declared Dividend • Feb 28Dividend reduced to NT$2.80Dividend of NT$2.80 is 44% lower than last year. Ex-date: 20th March 2025 Payment date: 18th April 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio). However, it is covered by cash flows (72% cash payout ratio). The dividend has increased by an average of 14% per year over the past 8 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 8.8% to bring the payout ratio under control, which is less than the 21% EPS growth achieved over the last 5 years.お知らせ • Feb 27+ 1 more updateProvision Information Co.,Ltd. Proposes Cash Dividends, Payable on April 18, 2025Provision Information Co.,Ltd. announced the resolution by the company's board of directors for the ex-dividend record date of cash dividends. Cash dividends of TWD 60,942,700 (TWD 2.8 per share). Ex-rights (Ex-dividend) date is March 20, 2025. Last date before book closure is March 23, 2025. Book closure starting date is March 24, 2025. Book closure ending date is March 28, 2025. Ex-rights (Ex-dividend) record date is March 28, 2025. Payment date of cash dividend distribution is April 18, 2025.お知らせ • Feb 19Provision Information Co.,Ltd. to Report Fiscal Year 2024 Results on Feb 26, 2025Provision Information Co.,Ltd. announced that they will report fiscal year 2024 results on Feb 26, 2025Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$0.92 (vs NT$1.45 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.92 (down from NT$1.45 in 3Q 2023). Revenue: NT$135.8m (down 23% from 3Q 2023). Net income: NT$19.6m (down 37% from 3Q 2023). Profit margin: 14% (down from 18% in 3Q 2023). The decrease in margin was driven by lower revenue. 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.お知らせ • Oct 24Provision Information Co.,Ltd. to Report Q3, 2024 Results on Oct 31, 2024Provision Information Co.,Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$1.09 (vs NT$1.42 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.09 (down from NT$1.42 in 2Q 2023). Revenue: NT$136.1m (down 16% from 2Q 2023). Net income: NT$23.3m (down 23% from 2Q 2023). Profit margin: 17% (down from 19% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 9% per year.お知らせ • Jul 25Provision Information Co.,Ltd. to Report Q2, 2024 Results on Aug 01, 2024Provision Information Co.,Ltd. announced that they will report Q2, 2024 results on Aug 01, 2024お知らせ • Apr 27Provision Information Co.,Ltd. to Report Q1, 2024 Results on May 02, 2024Provision Information Co.,Ltd. announced that they will report Q1, 2024 results at 9:00 AM, Taipei Standard Time on May 02, 2024Reported Earnings • Mar 17Full year 2023 earnings released: EPS: NT$6.08 (vs NT$4.74 in FY 2022)Full year 2023 results: EPS: NT$6.08 (up from NT$4.74 in FY 2022). Revenue: NT$675.8m (up 30% from FY 2022). Net income: NT$129.5m (up 41% from FY 2022). Profit margin: 19% (up from 18% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 14Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 19 April 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 5.0%. Within top quartile of Taiwanese dividend payers (4.8%). Higher than average of industry peers (2.5%).お知らせ • Mar 07Provision Information Co.,Ltd., Annual General Meeting, May 21, 2024Provision Information Co.,Ltd., Annual General Meeting, May 21, 2024.Declared Dividend • Mar 02Dividend increased to NT$5.00Dividend of NT$5.00 is 32% higher than last year. Ex-date: 21st March 2024 Payment date: 19th April 2024 Dividend yield will be 4.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (70% cash payout ratio). The dividend has increased by an average of 12% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Mar 01Provision Information Co.,Ltd. Announces Cash Dividend, Payable on April 19, 2024Provision Information Co.,Ltd. announced the cash dividend of TWD 106,456,250 (TWD 5 per share). Ex-rights (Ex-dividend) date: March 21, 2024. Ex-rights (Ex-dividend) record date: March 27, 2024. Payment date of cash dividend distribution: April 19, 2024.Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: NT$1.45 (vs NT$1.18 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.45 (up from NT$1.18 in 3Q 2022). Revenue: NT$175.3m (up 33% from 3Q 2022). Net income: NT$30.9m (up 33% from 3Q 2022). Profit margin: 18% (in line with 3Q 2022). 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 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 04+ 1 more updateProvision Information Co.,Ltd. Announces Change to the Chief Corporate Governance Officer of the CompanyProvision Information Co.,Ltd. announced change to the Chief Corporate Governance Officer of the Company. Name, title, and resume of the previous position holder: Jessie,Lin/Management Vice President. Name, title, and resume of the new position holder: Rebecca, Huang/Chief Finance Officer. Reason for the change: Position adjustment. Effective date: November 2, 2023.Reported Earnings • Aug 05Second quarter 2023 earnings released: EPS: NT$1.42 (vs NT$0.89 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.42 (up from NT$0.89 in 2Q 2022). Revenue: NT$160.9m (up 26% from 2Q 2022). Net income: NT$30.2m (up 85% from 2Q 2022). Profit margin: 19% (up from 13% in 2Q 2022). 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 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 04Provision Information Co.,Ltd. Appoints Stephanie, Chen as Chief Internal AuditorProvision Information Co.,Ltd. announced the appointment of Stephanie, Chen, Internal audit officer/Internal auditor of Copartner Tech Corp. as Chief internal auditor, effective August 3, 2023.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$103, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 27x in the Software industry in Taiwan. Total returns to shareholders of 137% over the past three years.Reported Earnings • May 14First quarter 2023 earnings released: EPS: NT$1.48 (vs NT$1.03 in 1Q 2022)First quarter 2023 results: EPS: NT$1.48 (up from NT$1.03 in 1Q 2022). Revenue: NT$155.2m (up 34% from 1Q 2022). Net income: NT$31.6m (up 68% from 1Q 2022). Profit margin: 20% (up from 16% in 1Q 2022). 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 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 06Provision Information Co.,Ltd. Appoints Jessie Lin as Corporate Governance OfficerProvision Information Co.,Ltd. appointed Jessie Lin, Management Vice President as corporate governance officer. Effective date is May 4, 2023.Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$99.00, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 23x in the Software industry in Taiwan. Total returns to shareholders of 259% over the past three years.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$88.60, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 20x in the Software industry in Taiwan. Total returns to shareholders of 232% over the past three years.Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$67.90, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 19x in the Software industry in Taiwan. Total returns to shareholders of 143% over the past three years.Reported Earnings • Mar 18Full year 2022 earnings released: EPS: NT$4.74 (vs NT$4.64 in FY 2021)Full year 2022 results: EPS: NT$4.74 (up from NT$4.64 in FY 2021). Revenue: NT$520.5m (up 12% from FY 2021). Net income: NT$92.1m (up 8.6% from FY 2021). Profit margin: 18% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 16Upcoming dividend of NT$3.80 per share at 5.3% yieldEligible shareholders must have bought the stock before 23 March 2023. Payment date: 25 April 2023. Payout ratio is on the higher end at 82% but the company is not cash flow positive. Trailing yield: 5.3%. Lower than top quartile of Taiwanese dividend payers (6.1%). Higher than average of industry peers (2.7%).Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$68.80, the stock trades at a trailing P/E ratio of 16.9x. Average trailing P/E is 16x in the Software industry in Taiwan. Total returns to shareholders of 163% over the past three years.Buying Opportunity • Nov 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.7%. The fair value is estimated to be NT$63.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has grown by 19%.Reported Earnings • Nov 03Third quarter 2022 earnings released: EPS: NT$1.18 (vs NT$1.07 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.18 (up from NT$1.07 in 3Q 2021). Revenue: NT$131.8m (up 8.3% from 3Q 2021). Net income: NT$23.2m (up 19% from 3Q 2021). Profit margin: 18% (up from 16% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.お知らせ • Aug 19Provision Information Co.,Ltd. announced that it has received TWD 150 million in fundingOn August 18, 2022, Provision Information Co.,Ltd. closed the transaction.Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: NT$0.89 (vs NT$0.88 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.89 (up from NT$0.88 in 2Q 2021). Revenue: NT$127.7m (up 16% from 2Q 2021). Net income: NT$16.3m (up 1.0% from 2Q 2021). Profit margin: 13% (down from 15% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jul 15Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be NT$66.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 28%.Buying Opportunity • Jun 16Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be NT$76.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 28%.Reported Earnings • May 05First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: NT$1.03 (down from NT$1.14 in 1Q 2021). Revenue: NT$115.9m (up 14% from 1Q 2021). Net income: NT$18.9m (down 9.2% from 1Q 2021). Profit margin: 16% (down from 21% in 1Q 2021). Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 3.6%. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Apr 08Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.8%. The fair value is estimated to be NT$76.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 32%.Upcoming Dividend • Mar 17Upcoming dividend of NT$3.80 per shareEligible shareholders must have bought the stock before 24 March 2022. Payment date: 22 April 2022. Payout ratio is on the higher end at 82%, and the cash payout ratio is above 100%. Trailing yield: 5.6%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.4%).Reported Earnings • Mar 07Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: NT$4.64 (up from NT$4.09 in FY 2020). Revenue: NT$464.2m (up 14% from FY 2020). Net income: NT$84.8m (up 13% from FY 2020). Profit margin: 18% (in line with FY 2020). Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 3.6%. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 35% per year.お知らせ • Mar 04+ 1 more updateProvision Information Co.,Ltd., Annual General Meeting, May 26, 2022Provision Information Co.,Ltd., Annual General Meeting, May 26, 2022.Valuation Update With 7 Day Price Move • Dec 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$69.30, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 18x in the Software industry in Taiwan. Total returns to shareholders of 125% over the past three years.Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS NT$1.07 (vs NT$0.96 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: NT$121.7m (up 8.2% from 3Q 2020). Net income: NT$19.6m (up 11% from 3Q 2020). Profit margin: 16% (in line with 3Q 2020). 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 36% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.88 (vs NT$0.91 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$110.4m (up 13% from 2Q 2020). Net income: NT$16.2m (down 2.5% from 2Q 2020). Profit margin: 15% (down from 17% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 29% per year.Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$1.14 (vs NT$0.81 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$101.3m (up 14% from 1Q 2020). Net income: NT$20.8m (up 41% from 1Q 2020). Profit margin: 21% (up from 17% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 32% per year.Valuation Update With 7 Day Price Move • Apr 15Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$68.80, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 18x in the Software industry in Taiwan. Total returns to shareholders of 228% over the past three years.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$70.20, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 18x in the Software industry in Taiwan. Total returns to shareholders of 275% over the past three years.分析記事 • Mar 21Income Investors Should Know That Provision Information Co.,Ltd. (GTSM:6590) Goes Ex-Dividend SoonSome investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...Upcoming Dividend • Mar 19Upcoming Dividend of NT$3.50 Per ShareWill be paid on the 26th of April to those who are registered shareholders by the 26th of March. The trailing yield of 5.7% is in the top quartile of Taiwanese dividend payers (4.9%), and it is higher than industry peers (3.4%).分析記事 • Mar 18Are Strong Financial Prospects The Force That Is Driving The Momentum In Provision Information Co.,Ltd.'s GTSM:6590) Stock?Most readers would already be aware that Provision InformationLtd's (GTSM:6590) stock increased significantly by 28...Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$58.50, the stock trades at a trailing P/E ratio of 14.3x, up from the previous P/E ratio of 12.1x. Average P/E is 17x in the Software industry in Taiwan. Total returns to shareholders over the past three years are 203%.お知らせ • Mar 10Provision Information Co.,LTD, Annual General Meeting, May 28, 2021Provision Information Co.,LTD, Annual General Meeting, May 28, 2021.Reported Earnings • Mar 10Full year 2020 earnings released: EPS NT$4.09 (vs NT$2.78 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$408.3m (up 1.8% from FY 2019). Net income: NT$74.8m (up 73% from FY 2019). Profit margin: 18% (up from 11% in FY 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 33% per year.Is New 90 Day High Low • Mar 09New 90-day low: NT$49.50The company is down 5.0% from its price of NT$52.00 on 09 December 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 3.0% over the same period.分析記事 • Feb 17Should You Rely On Provision InformationLTD's (GTSM:6590) Earnings Growth?As a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...Is New 90 Day High Low • Jan 29New 90-day low: NT$49.80The company is down 5.0% from its price of NT$52.60 on 30 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 1.0% over the same period.分析記事 • Jan 27Is Provision Information Co.,LTD (GTSM:6590) A Smart Pick For Income Investors?Dividend paying stocks like Provision Information Co.,LTD ( GTSM:6590 ) tend to be popular with investors, and for good...分析記事 • Jan 07Here’s What’s Happening With Returns At Provision InformationLTD (GTSM:6590)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Dec 09Provision Information Co.,LTD's (GTSM:6590) Stock Is Going Strong: Is the Market Following Fundamentals?Provision InformationLTD (GTSM:6590) has had a great run on the share market with its stock up by a significant 13...分析記事 • Nov 17Should You Rely On Provision InformationLTD's (GTSM:6590) Earnings Growth?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said...Is New 90 Day High Low • Nov 17New 90-day high: NT$53.30The company is up 3.0% from its price of NT$51.80 on 19 August 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 7.0% over the same period.Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.96The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$112.5m (up 43% from 3Q 2019). Net income: NT$17.6m (up 258% from 3Q 2019). Profit margin: 16% (up from 6.3% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.決済の安定と成長配当データの取得安定した配当: 6590は 10 年未満配当金を支払っており、この間、支払額は 変動性 が高かった。増加する配当: 6590の配当金は増加していますが、同社は9年間しか配当金を支払っていません。配当利回り対市場Provision InformationLtd 配当利回り対市場6590 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (6590)3.5%市場下位25% (TW)1.5%市場トップ25% (TW)5.0%業界平均 (Software)2.9%アナリスト予想 (6590) (最長3年)n/a注目すべき配当: 6590の配当金 ( 3.5% ) はTW市場の配当金支払者の下位 25% ( 1.48% ) よりも高くなっています。高配当: 6590の配当金 ( 3.5% ) はTW市場の配当金支払者の上位 25% ( 5% ) と比較すると低いです。株主への利益配当収益カバレッジ: 6590の 配当性向 ( 46.1% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: 6590の 現金配当性向 ( 42.8% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YTW 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/08 17:30終値2026/05/08 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Provision Information 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
Upcoming Dividend • Mar 25Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 01 April 2026. Payment date: 24 April 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (3.4%).
Declared Dividend • Mar 09Dividend of NT$2.80 announcedShareholders will receive a dividend of NT$2.80. Ex-date: 1st April 2026 Payment date: 24th April 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 07Provision Information Co.,Ltd. announces Annual dividend, payable on April 24, 2026Provision Information Co.,Ltd. announced Annual dividend of TWD 2.8000 per share payable on April 24, 2026, ex-date on April 01, 2026 and record date on April 05, 2026.
Upcoming Dividend • Mar 15Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 20 March 2025. Payment date: 18 April 2025. Payout ratio and cash payout ratio are on the higher end at 98% and 83% respectively. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (4.5%). Higher than average of industry peers (2.0%).
Declared Dividend • Feb 28Dividend reduced to NT$2.80Dividend of NT$2.80 is 44% lower than last year. Ex-date: 20th March 2025 Payment date: 18th April 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio). However, it is covered by cash flows (72% cash payout ratio). The dividend has increased by an average of 14% per year over the past 8 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 8.8% to bring the payout ratio under control, which is less than the 21% EPS growth achieved over the last 5 years.
お知らせ • Feb 27+ 1 more updateProvision Information Co.,Ltd. Proposes Cash Dividends, Payable on April 18, 2025Provision Information Co.,Ltd. announced the resolution by the company's board of directors for the ex-dividend record date of cash dividends. Cash dividends of TWD 60,942,700 (TWD 2.8 per share). Ex-rights (Ex-dividend) date is March 20, 2025. Last date before book closure is March 23, 2025. Book closure starting date is March 24, 2025. Book closure ending date is March 28, 2025. Ex-rights (Ex-dividend) record date is March 28, 2025. Payment date of cash dividend distribution is April 18, 2025.
Upcoming Dividend • Mar 25Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 01 April 2026. Payment date: 24 April 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (3.4%).
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$5.12 (vs NT$4.38 in FY 2024)Full year 2025 results: EPS: NT$5.12 (up from NT$4.38 in FY 2024). Revenue: NT$663.7m (up 13% from FY 2024). Net income: NT$125.8m (up 17% from FY 2024). Profit margin: 19% (in line with FY 2024). 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 7% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 09Provision Information Co.,Ltd., Annual General Meeting, Jun 04, 2026Provision Information Co.,Ltd., Annual General Meeting, Jun 04, 2026. Location: 6-1 floor no,1, kuang fu s. rd., songshan district, taipei city Taiwan
Declared Dividend • Mar 09Dividend of NT$2.80 announcedShareholders will receive a dividend of NT$2.80. Ex-date: 1st April 2026 Payment date: 24th April 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 07Provision Information Co.,Ltd. announces Annual dividend, payable on April 24, 2026Provision Information Co.,Ltd. announced Annual dividend of TWD 2.8000 per share payable on April 24, 2026, ex-date on April 01, 2026 and record date on April 05, 2026.
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$1.48 (vs NT$0.80 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.48 (up from NT$0.80 in 3Q 2024). Revenue: NT$163.5m (up 20% from 3Q 2024). Net income: NT$36.3m (up 86% from 3Q 2024). Profit margin: 22% (up from 14% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$1.78 (vs NT$1.09 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.78 (up from NT$1.09 in 2Q 2024). Revenue: NT$170.0m (up 25% from 2Q 2024). Net income: NT$37.9m (up 63% from 2Q 2024). Profit margin: 22% (up from 17% 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 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 08First quarter 2025 earnings released: EPS: NT$0.93 (vs NT$1.37 in 1Q 2024)First quarter 2025 results: EPS: NT$0.93 (down from NT$1.37 in 1Q 2024). Revenue: NT$161.1m (up 8.2% from 1Q 2024). Net income: NT$19.8m (down 32% from 1Q 2024). Profit margin: 12% (down from 20% 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 4% per year whereas the company’s share price has increased by 9% per year.
お知らせ • Apr 29Provision Information Co.,Ltd. to Report Q1, 2025 Results on May 06, 2025Provision Information Co.,Ltd. announced that they will report Q1, 2025 results on May 06, 2025
Upcoming Dividend • Mar 15Upcoming dividend of NT$2.80 per shareEligible shareholders must have bought the stock before 20 March 2025. Payment date: 18 April 2025. Payout ratio and cash payout ratio are on the higher end at 98% and 83% respectively. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (4.5%). Higher than average of industry peers (2.0%).
Buy Or Sell Opportunity • Mar 11Now 20% undervaluedOver the last 90 days, the stock has risen 12% to NT$83.20. The fair value is estimated to be NT$104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 9.5%.
Declared Dividend • Feb 28Dividend reduced to NT$2.80Dividend of NT$2.80 is 44% lower than last year. Ex-date: 20th March 2025 Payment date: 18th April 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio). However, it is covered by cash flows (72% cash payout ratio). The dividend has increased by an average of 14% per year over the past 8 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 8.8% to bring the payout ratio under control, which is less than the 21% EPS growth achieved over the last 5 years.
お知らせ • Feb 27+ 1 more updateProvision Information Co.,Ltd. Proposes Cash Dividends, Payable on April 18, 2025Provision Information Co.,Ltd. announced the resolution by the company's board of directors for the ex-dividend record date of cash dividends. Cash dividends of TWD 60,942,700 (TWD 2.8 per share). Ex-rights (Ex-dividend) date is March 20, 2025. Last date before book closure is March 23, 2025. Book closure starting date is March 24, 2025. Book closure ending date is March 28, 2025. Ex-rights (Ex-dividend) record date is March 28, 2025. Payment date of cash dividend distribution is April 18, 2025.
お知らせ • Feb 19Provision Information Co.,Ltd. to Report Fiscal Year 2024 Results on Feb 26, 2025Provision Information Co.,Ltd. announced that they will report fiscal year 2024 results on Feb 26, 2025
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$0.92 (vs NT$1.45 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.92 (down from NT$1.45 in 3Q 2023). Revenue: NT$135.8m (down 23% from 3Q 2023). Net income: NT$19.6m (down 37% from 3Q 2023). Profit margin: 14% (down from 18% in 3Q 2023). The decrease in margin was driven by lower revenue. 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.
お知らせ • Oct 24Provision Information Co.,Ltd. to Report Q3, 2024 Results on Oct 31, 2024Provision Information Co.,Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$1.09 (vs NT$1.42 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.09 (down from NT$1.42 in 2Q 2023). Revenue: NT$136.1m (down 16% from 2Q 2023). Net income: NT$23.3m (down 23% from 2Q 2023). Profit margin: 17% (down from 19% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 9% per year.
お知らせ • Jul 25Provision Information Co.,Ltd. to Report Q2, 2024 Results on Aug 01, 2024Provision Information Co.,Ltd. announced that they will report Q2, 2024 results on Aug 01, 2024
お知らせ • Apr 27Provision Information Co.,Ltd. to Report Q1, 2024 Results on May 02, 2024Provision Information Co.,Ltd. announced that they will report Q1, 2024 results at 9:00 AM, Taipei Standard Time on May 02, 2024
Reported Earnings • Mar 17Full year 2023 earnings released: EPS: NT$6.08 (vs NT$4.74 in FY 2022)Full year 2023 results: EPS: NT$6.08 (up from NT$4.74 in FY 2022). Revenue: NT$675.8m (up 30% from FY 2022). Net income: NT$129.5m (up 41% from FY 2022). Profit margin: 19% (up from 18% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 14Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 19 April 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 5.0%. Within top quartile of Taiwanese dividend payers (4.8%). Higher than average of industry peers (2.5%).
お知らせ • Mar 07Provision Information Co.,Ltd., Annual General Meeting, May 21, 2024Provision Information Co.,Ltd., Annual General Meeting, May 21, 2024.
Declared Dividend • Mar 02Dividend increased to NT$5.00Dividend of NT$5.00 is 32% higher than last year. Ex-date: 21st March 2024 Payment date: 19th April 2024 Dividend yield will be 4.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (70% cash payout ratio). The dividend has increased by an average of 12% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 01Provision Information Co.,Ltd. Announces Cash Dividend, Payable on April 19, 2024Provision Information Co.,Ltd. announced the cash dividend of TWD 106,456,250 (TWD 5 per share). Ex-rights (Ex-dividend) date: March 21, 2024. Ex-rights (Ex-dividend) record date: March 27, 2024. Payment date of cash dividend distribution: April 19, 2024.
Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: NT$1.45 (vs NT$1.18 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.45 (up from NT$1.18 in 3Q 2022). Revenue: NT$175.3m (up 33% from 3Q 2022). Net income: NT$30.9m (up 33% from 3Q 2022). Profit margin: 18% (in line with 3Q 2022). 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 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 04+ 1 more updateProvision Information Co.,Ltd. Announces Change to the Chief Corporate Governance Officer of the CompanyProvision Information Co.,Ltd. announced change to the Chief Corporate Governance Officer of the Company. Name, title, and resume of the previous position holder: Jessie,Lin/Management Vice President. Name, title, and resume of the new position holder: Rebecca, Huang/Chief Finance Officer. Reason for the change: Position adjustment. Effective date: November 2, 2023.
Reported Earnings • Aug 05Second quarter 2023 earnings released: EPS: NT$1.42 (vs NT$0.89 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.42 (up from NT$0.89 in 2Q 2022). Revenue: NT$160.9m (up 26% from 2Q 2022). Net income: NT$30.2m (up 85% from 2Q 2022). Profit margin: 19% (up from 13% in 2Q 2022). 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 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 04Provision Information Co.,Ltd. Appoints Stephanie, Chen as Chief Internal AuditorProvision Information Co.,Ltd. announced the appointment of Stephanie, Chen, Internal audit officer/Internal auditor of Copartner Tech Corp. as Chief internal auditor, effective August 3, 2023.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$103, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 27x in the Software industry in Taiwan. Total returns to shareholders of 137% over the past three years.
Reported Earnings • May 14First quarter 2023 earnings released: EPS: NT$1.48 (vs NT$1.03 in 1Q 2022)First quarter 2023 results: EPS: NT$1.48 (up from NT$1.03 in 1Q 2022). Revenue: NT$155.2m (up 34% from 1Q 2022). Net income: NT$31.6m (up 68% from 1Q 2022). Profit margin: 20% (up from 16% in 1Q 2022). 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 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 06Provision Information Co.,Ltd. Appoints Jessie Lin as Corporate Governance OfficerProvision Information Co.,Ltd. appointed Jessie Lin, Management Vice President as corporate governance officer. Effective date is May 4, 2023.
Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$99.00, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 23x in the Software industry in Taiwan. Total returns to shareholders of 259% over the past three years.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$88.60, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 20x in the Software industry in Taiwan. Total returns to shareholders of 232% over the past three years.
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$67.90, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 19x in the Software industry in Taiwan. Total returns to shareholders of 143% over the past three years.
Reported Earnings • Mar 18Full year 2022 earnings released: EPS: NT$4.74 (vs NT$4.64 in FY 2021)Full year 2022 results: EPS: NT$4.74 (up from NT$4.64 in FY 2021). Revenue: NT$520.5m (up 12% from FY 2021). Net income: NT$92.1m (up 8.6% from FY 2021). Profit margin: 18% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 16Upcoming dividend of NT$3.80 per share at 5.3% yieldEligible shareholders must have bought the stock before 23 March 2023. Payment date: 25 April 2023. Payout ratio is on the higher end at 82% but the company is not cash flow positive. Trailing yield: 5.3%. Lower than top quartile of Taiwanese dividend payers (6.1%). Higher than average of industry peers (2.7%).
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$68.80, the stock trades at a trailing P/E ratio of 16.9x. Average trailing P/E is 16x in the Software industry in Taiwan. Total returns to shareholders of 163% over the past three years.
Buying Opportunity • Nov 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.7%. The fair value is estimated to be NT$63.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has grown by 19%.
Reported Earnings • Nov 03Third quarter 2022 earnings released: EPS: NT$1.18 (vs NT$1.07 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.18 (up from NT$1.07 in 3Q 2021). Revenue: NT$131.8m (up 8.3% from 3Q 2021). Net income: NT$23.2m (up 19% from 3Q 2021). Profit margin: 18% (up from 16% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Aug 19Provision Information Co.,Ltd. announced that it has received TWD 150 million in fundingOn August 18, 2022, Provision Information Co.,Ltd. closed the transaction.
Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: NT$0.89 (vs NT$0.88 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.89 (up from NT$0.88 in 2Q 2021). Revenue: NT$127.7m (up 16% from 2Q 2021). Net income: NT$16.3m (up 1.0% from 2Q 2021). Profit margin: 13% (down from 15% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jul 15Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be NT$66.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 28%.
Buying Opportunity • Jun 16Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be NT$76.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 28%.
Reported Earnings • May 05First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: NT$1.03 (down from NT$1.14 in 1Q 2021). Revenue: NT$115.9m (up 14% from 1Q 2021). Net income: NT$18.9m (down 9.2% from 1Q 2021). Profit margin: 16% (down from 21% in 1Q 2021). Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 3.6%. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Apr 08Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.8%. The fair value is estimated to be NT$76.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 32%.
Upcoming Dividend • Mar 17Upcoming dividend of NT$3.80 per shareEligible shareholders must have bought the stock before 24 March 2022. Payment date: 22 April 2022. Payout ratio is on the higher end at 82%, and the cash payout ratio is above 100%. Trailing yield: 5.6%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.4%).
Reported Earnings • Mar 07Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: NT$4.64 (up from NT$4.09 in FY 2020). Revenue: NT$464.2m (up 14% from FY 2020). Net income: NT$84.8m (up 13% from FY 2020). Profit margin: 18% (in line with FY 2020). Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 3.6%. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 35% per year.
お知らせ • Mar 04+ 1 more updateProvision Information Co.,Ltd., Annual General Meeting, May 26, 2022Provision Information Co.,Ltd., Annual General Meeting, May 26, 2022.
Valuation Update With 7 Day Price Move • Dec 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$69.30, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 18x in the Software industry in Taiwan. Total returns to shareholders of 125% over the past three years.
Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS NT$1.07 (vs NT$0.96 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: NT$121.7m (up 8.2% from 3Q 2020). Net income: NT$19.6m (up 11% from 3Q 2020). Profit margin: 16% (in line with 3Q 2020). 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 36% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.88 (vs NT$0.91 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$110.4m (up 13% from 2Q 2020). Net income: NT$16.2m (down 2.5% from 2Q 2020). Profit margin: 15% (down from 17% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 29% per year.
Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$1.14 (vs NT$0.81 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$101.3m (up 14% from 1Q 2020). Net income: NT$20.8m (up 41% from 1Q 2020). Profit margin: 21% (up from 17% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 32% per year.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$68.80, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 18x in the Software industry in Taiwan. Total returns to shareholders of 228% over the past three years.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$70.20, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 18x in the Software industry in Taiwan. Total returns to shareholders of 275% over the past three years.
分析記事 • Mar 21Income Investors Should Know That Provision Information Co.,Ltd. (GTSM:6590) Goes Ex-Dividend SoonSome investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...
Upcoming Dividend • Mar 19Upcoming Dividend of NT$3.50 Per ShareWill be paid on the 26th of April to those who are registered shareholders by the 26th of March. The trailing yield of 5.7% is in the top quartile of Taiwanese dividend payers (4.9%), and it is higher than industry peers (3.4%).
分析記事 • Mar 18Are Strong Financial Prospects The Force That Is Driving The Momentum In Provision Information Co.,Ltd.'s GTSM:6590) Stock?Most readers would already be aware that Provision InformationLtd's (GTSM:6590) stock increased significantly by 28...
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$58.50, the stock trades at a trailing P/E ratio of 14.3x, up from the previous P/E ratio of 12.1x. Average P/E is 17x in the Software industry in Taiwan. Total returns to shareholders over the past three years are 203%.
お知らせ • Mar 10Provision Information Co.,LTD, Annual General Meeting, May 28, 2021Provision Information Co.,LTD, Annual General Meeting, May 28, 2021.
Reported Earnings • Mar 10Full year 2020 earnings released: EPS NT$4.09 (vs NT$2.78 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$408.3m (up 1.8% from FY 2019). Net income: NT$74.8m (up 73% from FY 2019). Profit margin: 18% (up from 11% in FY 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 33% per year.
Is New 90 Day High Low • Mar 09New 90-day low: NT$49.50The company is down 5.0% from its price of NT$52.00 on 09 December 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 3.0% over the same period.
分析記事 • Feb 17Should You Rely On Provision InformationLTD's (GTSM:6590) Earnings Growth?As a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...
Is New 90 Day High Low • Jan 29New 90-day low: NT$49.80The company is down 5.0% from its price of NT$52.60 on 30 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 1.0% over the same period.
分析記事 • Jan 27Is Provision Information Co.,LTD (GTSM:6590) A Smart Pick For Income Investors?Dividend paying stocks like Provision Information Co.,LTD ( GTSM:6590 ) tend to be popular with investors, and for good...
分析記事 • Jan 07Here’s What’s Happening With Returns At Provision InformationLTD (GTSM:6590)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Dec 09Provision Information Co.,LTD's (GTSM:6590) Stock Is Going Strong: Is the Market Following Fundamentals?Provision InformationLTD (GTSM:6590) has had a great run on the share market with its stock up by a significant 13...
分析記事 • Nov 17Should You Rely On Provision InformationLTD's (GTSM:6590) Earnings Growth?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said...
Is New 90 Day High Low • Nov 17New 90-day high: NT$53.30The company is up 3.0% from its price of NT$51.80 on 19 August 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 7.0% over the same period.
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.96The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$112.5m (up 43% from 3Q 2019). Net income: NT$17.6m (up 258% from 3Q 2019). Profit margin: 16% (up from 6.3% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.