View Financial HealthMercuries Data Systems 配当と自社株買い配当金 基準チェック /46Mercuries Data Systems配当を支払う会社であり、現在の利回りは3.25%で、収益によって十分にカバーされています。主要情報3.2%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長15.0%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 • Jul 29Upcoming dividend of NT$0.70 per shareEligible shareholders must have bought the stock before 05 August 2025. Payment date: 29 August 2025. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.8%).分析記事 • Jul 12Mercuries Data Systems (TWSE:2427) Is Increasing Its Dividend To NT$0.9Mercuries Data Systems Ltd. ( TWSE:2427 ) will increase its dividend from last year's comparable payment on the 21st of...Declared Dividend • Jul 11Dividend increased to NT$0.90Dividend of NT$0.90 is 157% higher than last year. Ex-date: 19th July 2024 Payment date: 21st August 2024 Dividend yield will be 2.8%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (61% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jul 11Upcoming dividend of NT$0.35 per share at 1.2% yieldEligible shareholders must have bought the stock before 18 July 2023. Payment date: 11 August 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (3.7%).Upcoming Dividend • Jul 25Upcoming dividend of NT$0.35 per shareEligible shareholders must have bought the stock before 01 August 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Taiwanese dividend payers (6.6%). Lower than average of industry peers (5.2%).Upcoming Dividend • Aug 20Upcoming dividend of NT$0.30 per shareEligible shareholders must have bought the stock before 27 August 2021. Payment date: 17 September 2021. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.8%).すべての更新を表示Recent updatesReported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$1.53 (vs NT$1.43 in FY 2024)Full year 2025 results: EPS: NT$1.53 (up from NT$1.43 in FY 2024). Revenue: NT$6.53b (up 34% from FY 2024). Net income: NT$302.6m (up 7.3% from FY 2024). Profit margin: 4.6% (down from 5.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 10Mercuries Data Systems Ltd., Annual General Meeting, Jun 09, 2026Mercuries Data Systems Ltd., Annual General Meeting, Jun 09, 2026. Location: b2 floor no,2 ln.150, sec.5 shen yih rd., sinyi district, taipei city TaiwanReported Earnings • Nov 14Third quarter 2025 earnings released: EPS: NT$0.26 (vs NT$0.18 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.26 (up from NT$0.18 in 3Q 2024). Revenue: NT$860.4m (down 17% from 3Q 2024). Net income: NT$51.4m (up 43% from 3Q 2024). Profit margin: 6.0% (up from 3.5% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 11% growth forecast for the IT industry in Taiwan. 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 32% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Nov 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to NT$25.60. The fair value is estimated to be NT$32.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%.Buy Or Sell Opportunity • Oct 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to NT$25.45. The fair value is estimated to be NT$31.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%.Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: NT$0.32 (vs NT$0.30 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.32 (up from NT$0.30 in 2Q 2024). Revenue: NT$2.04b (up 148% from 2Q 2024). Net income: NT$63.2m (up 6.5% from 2Q 2024). Profit margin: 3.1% (down from 7.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 14% growth forecast for the IT industry in Taiwan. 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 28% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Aug 11Now 22% undervaluedOver the last 90 days, the stock has risen 17% to NT$29.25. The fair value is estimated to be NT$37.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 13%.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$32.75, the stock trades at a trailing P/E ratio of 22.9x. Average forward P/E is 21x in the IT industry in Taiwan. Total returns to shareholders of 172% over the past three years.Upcoming Dividend • Jul 29Upcoming dividend of NT$0.70 per shareEligible shareholders must have bought the stock before 05 August 2025. Payment date: 29 August 2025. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.8%).Buy Or Sell Opportunity • Jul 18Now 23% undervaluedOver the last 90 days, the stock has risen 25% to NT$29.60. The fair value is estimated to be NT$38.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 13%.Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Director La-Shin Chang was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$28.90, the stock trades at a trailing P/E ratio of 20.2x. Average forward P/E is 22x in the IT industry in Taiwan. Total returns to shareholders of 150% over the past three years.お知らせ • Jun 10Mercuries Data Systems Ltd. Appoints Chang, La-Shin as Independent Director, Effective June 9, 2025Mercuries Data Systems Ltd. approved election of Directors as Independent Director: Chang, La-Shin for the term of office is from June 9, 2025 to June 8, 2028. with a duration of three years.Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$0.53 (vs NT$0.53 in 1Q 2024)First quarter 2025 results: EPS: NT$0.53 (in line with 1Q 2024). Revenue: NT$1.11b (down 27% from 1Q 2024). Net income: NT$104.1m (flat on 1Q 2024). Profit margin: 9.4% (up from 6.9% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 13% growth forecast for the IT industry in Taiwan. 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 27% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 06Mercuries Data Systems Ltd. to Report Q1, 2025 Results on May 13, 2025Mercuries Data Systems Ltd. announced that they will report Q1, 2025 results at 9:00 AM, Taipei Standard Time on May 13, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$21.45, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 19x in the IT industry in Taiwan. Total returns to shareholders of 85% over the past three years.お知らせ • Mar 11Mercuries Data Systems Ltd., Annual General Meeting, Jun 09, 2025Mercuries Data Systems Ltd., Annual General Meeting, Jun 09, 2025. Location: b2 floor no,2 ln.150, sec.5 shen yih rd., sinyi district, taipei city Taiwanお知らせ • Feb 28Mercuries Data Systems Ltd. to Report Fiscal Year 2024 Results on Mar 10, 2025Mercuries Data Systems Ltd. announced that they will report fiscal year 2024 results on Mar 10, 2025分析記事 • Feb 06Investors Will Want Mercuries Data Systems' (TWSE:2427) Growth In ROCE To PersistTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...分析記事 • Nov 19Impressive Earnings May Not Tell The Whole Story For Mercuries Data Systems (TWSE:2427)Despite announcing strong earnings, Mercuries Data Systems Ltd.'s ( TWSE:2427 ) stock was sluggish. We think that the...Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$0.18 (vs NT$0.33 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.18 (down from NT$0.33 in 3Q 2023). Revenue: NT$1.04b (up 4.8% from 3Q 2023). Net income: NT$36.0m (down 41% from 3Q 2023). Profit margin: 3.5% (down from 6.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 02Mercuries Data Systems Ltd. to Report Q3, 2024 Results on Nov 11, 2024Mercuries Data Systems Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.30 (vs NT$0.25 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.30 (up from NT$0.25 in 2Q 2023). Revenue: NT$823.1m (up 6.9% from 2Q 2023). Net income: NT$59.3m (up 31% from 2Q 2023). Profit margin: 7.2% (up from 5.9% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 06Market Cool On Mercuries Data Systems Ltd.'s (TWSE:2427) Earnings Pushing Shares 28% LowerMercuries Data Systems Ltd. ( TWSE:2427 ) shareholders won't be pleased to see that the share price has had a very...お知らせ • Aug 03Mercuries Data Systems Ltd. to Report Q2, 2024 Results on Aug 12, 2024Mercuries Data Systems Ltd. announced that they will report Q2, 2024 results on Aug 12, 2024分析記事 • Jul 12Mercuries Data Systems (TWSE:2427) Is Increasing Its Dividend To NT$0.9Mercuries Data Systems Ltd. ( TWSE:2427 ) will increase its dividend from last year's comparable payment on the 21st of...Declared Dividend • Jul 11Dividend increased to NT$0.90Dividend of NT$0.90 is 157% higher than last year. Ex-date: 19th July 2024 Payment date: 21st August 2024 Dividend yield will be 2.8%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (61% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Jul 05Here's Why Mercuries Data Systems (TWSE:2427) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$35.35, the stock trades at a trailing P/E ratio of 25x. Average trailing P/E is 22x in the IT industry in Taiwan. Total returns to shareholders of 236% over the past three years.New Risk • Jun 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change). Shareholders have been diluted in the past year (6.8% increase in shares outstanding).Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.53 (vs NT$0.42 in 1Q 2023)First quarter 2024 results: EPS: NT$0.53 (up from NT$0.42 in 1Q 2023). Revenue: NT$1.52b (up 65% from 1Q 2023). Net income: NT$104.3m (up 34% from 1Q 2023). Profit margin: 6.9% (down from 8.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Apr 18Mercuries Data Systems Ltd.'s (TWSE:2427) 28% Jump Shows Its Popularity With InvestorsMercuries Data Systems Ltd. ( TWSE:2427 ) shareholders have had their patience rewarded with a 28% share price jump in...分析記事 • Mar 25Additional Considerations Required While Assessing Mercuries Data Systems' (TWSE:2427) Strong EarningsDespite posting some strong earnings, the market for Mercuries Data Systems Ltd.'s ( TWSE:2427 ) stock hasn't moved...New Risk • Mar 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Shareholders have been diluted in the past year (6.8% increase in shares outstanding).お知らせ • Mar 13Mercuries Data Systems Ltd., Annual General Meeting, May 30, 2024Mercuries Data Systems Ltd., Annual General Meeting, May 30, 2024. Location: B2F, No.2, Lane 150, Sec.5, Sin-Yi Rd Taipei Taiwan Agenda: To consider and approve the 2023 business report; to consider and approve the audit committee report; to consider and approve the employee and director remuneration; to consider and approve the appropriation of cash dividends; to consider and approve the business operation report of 2023; and to consider and approve any other matters.New Risk • Nov 23New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (7.2% average weekly change).Valuation Update With 7 Day Price Move • Oct 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$30.20, the stock trades at a trailing P/E ratio of 27.7x. Average trailing P/E is 18x in the IT industry in Taiwan. Total returns to shareholders of 190% over the past three years.Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$26.35, the stock trades at a trailing P/E ratio of 24.2x. Average trailing P/E is 19x in the IT industry in Taiwan. Total returns to shareholders of 161% over the past three years.Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: NT$0.25 (vs NT$0.31 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.25 (down from NT$0.31 in 2Q 2022). Revenue: NT$770.3m (down 28% from 2Q 2022). Net income: NT$45.3m (down 20% from 2Q 2022). Profit margin: 5.9% (up from 5.3% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 11Upcoming dividend of NT$0.35 per share at 1.2% yieldEligible shareholders must have bought the stock before 18 July 2023. Payment date: 11 August 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (3.7%).Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$32.45, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 23x in the IT industry in Taiwan. Total returns to shareholders of 238% over the past three years.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$29.50, the stock trades at a trailing P/E ratio of 25.6x. Average trailing P/E is 24x in the IT industry in Taiwan. Total returns to shareholders of 212% over the past three years.Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$17.10, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 24x in the IT industry in Taiwan. Total returns to shareholders of 86% over the past three years.Reported Earnings • Mar 22Full year 2022 earnings released: EPS: NT$1.04 (vs NT$0.81 in FY 2021)Full year 2022 results: EPS: NT$1.04 (up from NT$0.81 in FY 2021). Revenue: NT$3.79b (up 8.5% from FY 2021). Net income: NT$192.1m (up 29% from FY 2021). Profit margin: 5.1% (up from 4.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 18% per year.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.31 (vs NT$0.17 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.31 (up from NT$0.17 in 2Q 2021). Revenue: NT$1.07b (up 37% from 2Q 2021). Net income: NT$56.7m (up 87% from 2Q 2021). Profit margin: 5.3% (up from 3.9% in 2Q 2021). The increase in margin was driven by higher revenue. 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 8% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 25Upcoming dividend of NT$0.35 per shareEligible shareholders must have bought the stock before 01 August 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Taiwanese dividend payers (6.6%). Lower than average of industry peers (5.2%).Reported Earnings • May 05First quarter 2022 earnings released: EPS: NT$0.31 (vs NT$0.13 in 1Q 2021)First quarter 2022 results: EPS: NT$0.31 (up from NT$0.13 in 1Q 2021). Revenue: NT$850.3m (up 24% from 1Q 2021). Net income: NT$57.9m (up 149% from 1Q 2021). Profit margin: 6.8% (up from 3.4% 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 9% per year whereas the company’s share price has increased by 7% per year.Valuation Update With 7 Day Price Move • Jan 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$13.90, the stock trades at a trailing P/E ratio of 22.4x. Average trailing P/E is 16x in the IT industry in Taiwan. Total returns to shareholders of 41% over the past three years.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.28 (vs NT$0.26 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: NT$712.8m (down 1.8% from 3Q 2020). Net income: NT$50.6m (up 7.5% from 3Q 2020). Profit margin: 7.1% (up from 6.5% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Aug 20Upcoming dividend of NT$0.30 per shareEligible shareholders must have bought the stock before 27 August 2021. Payment date: 17 September 2021. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.8%).Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$0.16 (vs NT$0.29 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$781.0m (up 13% from 2Q 2020). Net income: NT$30.4m (down 43% from 2Q 2020). Profit margin: 3.9% (down from 7.7% 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 15% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 29First quarter 2021 earnings released: EPS NT$0.13 (vs NT$0.028 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$683.8m (up 24% from 1Q 2020). Net income: NT$23.2m (up 343% from 1Q 2020). Profit margin: 3.4% (up from 1.0% 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 20% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 19Here's Why Mercuries Data Systems (TPE:2427) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Apr 01There's Been No Shortage Of Growth Recently For Mercuries Data Systems' (TPE:2427) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Mar 20Full year 2020 earnings released: EPS NT$0.63 (vs NT$0.63 in FY 2019)The company reported a mediocre full year result with flat earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$3.02b (flat on FY 2019). Net income: NT$115.6m (flat on FY 2019). Profit margin: 3.8% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 14Is Mercuries Data Systems Ltd.'s (TPE:2427) Recent Stock Performance Influenced By Its Financials In Any Way?Mercuries Data Systems' (TPE:2427) stock is up by 3.1% over the past month. Given that stock prices are usually aligned...分析記事 • Feb 24Did You Participate In Any Of Mercuries Data Systems' (TPE:2427) Fantastic 117% Return ?The main point of investing for the long term is to make money. Furthermore, you'd generally like to see the share...分析記事 • Feb 06Here's How We Evaluate Mercuries Data Systems Ltd.'s (TPE:2427) DividendDividend paying stocks like Mercuries Data Systems Ltd. ( TPE:2427 ) tend to be popular with investors, and for good...分析記事 • Jan 19We Think Mercuries Data Systems (TPE:2427) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Dec 30Will the Promising Trends At Mercuries Data Systems (TPE:2427) Continue?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...分析記事 • Dec 12Has Mercuries Data Systems Ltd.'s (TPE:2427) Impressive Stock Performance Got Anything to Do With Its Fundamentals?Most readers would already be aware that Mercuries Data Systems' (TPE:2427) stock increased significantly by 8.0% over...分析記事 • Nov 24Shareholders Of Mercuries Data Systems (TPE:2427) Must Be Happy With Their 99% ReturnThe simplest way to invest in stocks is to buy exchange traded funds. But in our experience, buying the right stocks...Is New 90 Day High Low • Nov 24New 90-day high: NT$10.90The company is up 3.0% from its price of NT$10.60 on 26 August 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 1.0% over the same period.Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS NT$0.26The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$725.9m (up 15% from 3Q 2019). Net income: NT$47.0m (up 29% from 3Q 2019). Profit margin: 6.5% (up from 5.8% 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 26% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 10Third quarter 2020 earnings released: EPS NT$0.26The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$725.9m (up 15% from 3Q 2019). Net income: NT$47.0m (up 29% from 3Q 2019). Profit margin: 6.5% (up from 5.8% 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 26% per year but the company’s share price has only increased by 2% 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: 2427の配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 2427の配当金は過去10年間にわたって増加しています。配当利回り対市場Mercuries Data Systems 配当利回り対市場2427 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 (2427)3.2%市場下位25% (TW)1.5%市場トップ25% (TW)5.0%業界平均 (IT)4.3%アナリスト予想 (2427) (最長3年)n/a注目すべき配当: 2427の配当金 ( 3.25% ) 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: 2427の配当金 ( 3.25% ) 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: 2427の 配当性向 ( 45.7% ) 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: 2427は 現金配当性向 ( 8.6% ) が低いため、配当金の支払いはキャッシュフローによって完全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 21:44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Mercuries Data Systems 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。1 アナリスト機関Zhizhong ChenCapital Securities Corporation
Upcoming Dividend • Jul 29Upcoming dividend of NT$0.70 per shareEligible shareholders must have bought the stock before 05 August 2025. Payment date: 29 August 2025. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.8%).
分析記事 • Jul 12Mercuries Data Systems (TWSE:2427) Is Increasing Its Dividend To NT$0.9Mercuries Data Systems Ltd. ( TWSE:2427 ) will increase its dividend from last year's comparable payment on the 21st of...
Declared Dividend • Jul 11Dividend increased to NT$0.90Dividend of NT$0.90 is 157% higher than last year. Ex-date: 19th July 2024 Payment date: 21st August 2024 Dividend yield will be 2.8%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (61% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jul 11Upcoming dividend of NT$0.35 per share at 1.2% yieldEligible shareholders must have bought the stock before 18 July 2023. Payment date: 11 August 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (3.7%).
Upcoming Dividend • Jul 25Upcoming dividend of NT$0.35 per shareEligible shareholders must have bought the stock before 01 August 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Taiwanese dividend payers (6.6%). Lower than average of industry peers (5.2%).
Upcoming Dividend • Aug 20Upcoming dividend of NT$0.30 per shareEligible shareholders must have bought the stock before 27 August 2021. Payment date: 17 September 2021. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.8%).
Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$1.53 (vs NT$1.43 in FY 2024)Full year 2025 results: EPS: NT$1.53 (up from NT$1.43 in FY 2024). Revenue: NT$6.53b (up 34% from FY 2024). Net income: NT$302.6m (up 7.3% from FY 2024). Profit margin: 4.6% (down from 5.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 10Mercuries Data Systems Ltd., Annual General Meeting, Jun 09, 2026Mercuries Data Systems Ltd., Annual General Meeting, Jun 09, 2026. Location: b2 floor no,2 ln.150, sec.5 shen yih rd., sinyi district, taipei city Taiwan
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: NT$0.26 (vs NT$0.18 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.26 (up from NT$0.18 in 3Q 2024). Revenue: NT$860.4m (down 17% from 3Q 2024). Net income: NT$51.4m (up 43% from 3Q 2024). Profit margin: 6.0% (up from 3.5% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 11% growth forecast for the IT industry in Taiwan. 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 32% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Nov 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to NT$25.60. The fair value is estimated to be NT$32.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%.
Buy Or Sell Opportunity • Oct 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to NT$25.45. The fair value is estimated to be NT$31.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%.
Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: NT$0.32 (vs NT$0.30 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.32 (up from NT$0.30 in 2Q 2024). Revenue: NT$2.04b (up 148% from 2Q 2024). Net income: NT$63.2m (up 6.5% from 2Q 2024). Profit margin: 3.1% (down from 7.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 14% growth forecast for the IT industry in Taiwan. 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 28% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Aug 11Now 22% undervaluedOver the last 90 days, the stock has risen 17% to NT$29.25. The fair value is estimated to be NT$37.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 13%.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$32.75, the stock trades at a trailing P/E ratio of 22.9x. Average forward P/E is 21x in the IT industry in Taiwan. Total returns to shareholders of 172% over the past three years.
Upcoming Dividend • Jul 29Upcoming dividend of NT$0.70 per shareEligible shareholders must have bought the stock before 05 August 2025. Payment date: 29 August 2025. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.8%).
Buy Or Sell Opportunity • Jul 18Now 23% undervaluedOver the last 90 days, the stock has risen 25% to NT$29.60. The fair value is estimated to be NT$38.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 13%.
Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Director La-Shin Chang was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$28.90, the stock trades at a trailing P/E ratio of 20.2x. Average forward P/E is 22x in the IT industry in Taiwan. Total returns to shareholders of 150% over the past three years.
お知らせ • Jun 10Mercuries Data Systems Ltd. Appoints Chang, La-Shin as Independent Director, Effective June 9, 2025Mercuries Data Systems Ltd. approved election of Directors as Independent Director: Chang, La-Shin for the term of office is from June 9, 2025 to June 8, 2028. with a duration of three years.
Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$0.53 (vs NT$0.53 in 1Q 2024)First quarter 2025 results: EPS: NT$0.53 (in line with 1Q 2024). Revenue: NT$1.11b (down 27% from 1Q 2024). Net income: NT$104.1m (flat on 1Q 2024). Profit margin: 9.4% (up from 6.9% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 13% growth forecast for the IT industry in Taiwan. 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 27% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 06Mercuries Data Systems Ltd. to Report Q1, 2025 Results on May 13, 2025Mercuries Data Systems Ltd. announced that they will report Q1, 2025 results at 9:00 AM, Taipei Standard Time on May 13, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$21.45, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 19x in the IT industry in Taiwan. Total returns to shareholders of 85% over the past three years.
お知らせ • Mar 11Mercuries Data Systems Ltd., Annual General Meeting, Jun 09, 2025Mercuries Data Systems Ltd., Annual General Meeting, Jun 09, 2025. Location: b2 floor no,2 ln.150, sec.5 shen yih rd., sinyi district, taipei city Taiwan
お知らせ • Feb 28Mercuries Data Systems Ltd. to Report Fiscal Year 2024 Results on Mar 10, 2025Mercuries Data Systems Ltd. announced that they will report fiscal year 2024 results on Mar 10, 2025
分析記事 • Feb 06Investors Will Want Mercuries Data Systems' (TWSE:2427) Growth In ROCE To PersistTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
分析記事 • Nov 19Impressive Earnings May Not Tell The Whole Story For Mercuries Data Systems (TWSE:2427)Despite announcing strong earnings, Mercuries Data Systems Ltd.'s ( TWSE:2427 ) stock was sluggish. We think that the...
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$0.18 (vs NT$0.33 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.18 (down from NT$0.33 in 3Q 2023). Revenue: NT$1.04b (up 4.8% from 3Q 2023). Net income: NT$36.0m (down 41% from 3Q 2023). Profit margin: 3.5% (down from 6.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 02Mercuries Data Systems Ltd. to Report Q3, 2024 Results on Nov 11, 2024Mercuries Data Systems Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.30 (vs NT$0.25 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.30 (up from NT$0.25 in 2Q 2023). Revenue: NT$823.1m (up 6.9% from 2Q 2023). Net income: NT$59.3m (up 31% from 2Q 2023). Profit margin: 7.2% (up from 5.9% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 06Market Cool On Mercuries Data Systems Ltd.'s (TWSE:2427) Earnings Pushing Shares 28% LowerMercuries Data Systems Ltd. ( TWSE:2427 ) shareholders won't be pleased to see that the share price has had a very...
お知らせ • Aug 03Mercuries Data Systems Ltd. to Report Q2, 2024 Results on Aug 12, 2024Mercuries Data Systems Ltd. announced that they will report Q2, 2024 results on Aug 12, 2024
分析記事 • Jul 12Mercuries Data Systems (TWSE:2427) Is Increasing Its Dividend To NT$0.9Mercuries Data Systems Ltd. ( TWSE:2427 ) will increase its dividend from last year's comparable payment on the 21st of...
Declared Dividend • Jul 11Dividend increased to NT$0.90Dividend of NT$0.90 is 157% higher than last year. Ex-date: 19th July 2024 Payment date: 21st August 2024 Dividend yield will be 2.8%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (61% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Jul 05Here's Why Mercuries Data Systems (TWSE:2427) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$35.35, the stock trades at a trailing P/E ratio of 25x. Average trailing P/E is 22x in the IT industry in Taiwan. Total returns to shareholders of 236% over the past three years.
New Risk • Jun 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change). Shareholders have been diluted in the past year (6.8% increase in shares outstanding).
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.53 (vs NT$0.42 in 1Q 2023)First quarter 2024 results: EPS: NT$0.53 (up from NT$0.42 in 1Q 2023). Revenue: NT$1.52b (up 65% from 1Q 2023). Net income: NT$104.3m (up 34% from 1Q 2023). Profit margin: 6.9% (down from 8.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Apr 18Mercuries Data Systems Ltd.'s (TWSE:2427) 28% Jump Shows Its Popularity With InvestorsMercuries Data Systems Ltd. ( TWSE:2427 ) shareholders have had their patience rewarded with a 28% share price jump in...
分析記事 • Mar 25Additional Considerations Required While Assessing Mercuries Data Systems' (TWSE:2427) Strong EarningsDespite posting some strong earnings, the market for Mercuries Data Systems Ltd.'s ( TWSE:2427 ) stock hasn't moved...
New Risk • Mar 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Shareholders have been diluted in the past year (6.8% increase in shares outstanding).
お知らせ • Mar 13Mercuries Data Systems Ltd., Annual General Meeting, May 30, 2024Mercuries Data Systems Ltd., Annual General Meeting, May 30, 2024. Location: B2F, No.2, Lane 150, Sec.5, Sin-Yi Rd Taipei Taiwan Agenda: To consider and approve the 2023 business report; to consider and approve the audit committee report; to consider and approve the employee and director remuneration; to consider and approve the appropriation of cash dividends; to consider and approve the business operation report of 2023; and to consider and approve any other matters.
New Risk • Nov 23New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (7.2% average weekly change).
Valuation Update With 7 Day Price Move • Oct 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$30.20, the stock trades at a trailing P/E ratio of 27.7x. Average trailing P/E is 18x in the IT industry in Taiwan. Total returns to shareholders of 190% over the past three years.
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$26.35, the stock trades at a trailing P/E ratio of 24.2x. Average trailing P/E is 19x in the IT industry in Taiwan. Total returns to shareholders of 161% over the past three years.
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: NT$0.25 (vs NT$0.31 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.25 (down from NT$0.31 in 2Q 2022). Revenue: NT$770.3m (down 28% from 2Q 2022). Net income: NT$45.3m (down 20% from 2Q 2022). Profit margin: 5.9% (up from 5.3% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 11Upcoming dividend of NT$0.35 per share at 1.2% yieldEligible shareholders must have bought the stock before 18 July 2023. Payment date: 11 August 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (3.7%).
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$32.45, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 23x in the IT industry in Taiwan. Total returns to shareholders of 238% over the past three years.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$29.50, the stock trades at a trailing P/E ratio of 25.6x. Average trailing P/E is 24x in the IT industry in Taiwan. Total returns to shareholders of 212% over the past three years.
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$17.10, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 24x in the IT industry in Taiwan. Total returns to shareholders of 86% over the past three years.
Reported Earnings • Mar 22Full year 2022 earnings released: EPS: NT$1.04 (vs NT$0.81 in FY 2021)Full year 2022 results: EPS: NT$1.04 (up from NT$0.81 in FY 2021). Revenue: NT$3.79b (up 8.5% from FY 2021). Net income: NT$192.1m (up 29% from FY 2021). Profit margin: 5.1% (up from 4.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 18% per year.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.31 (vs NT$0.17 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.31 (up from NT$0.17 in 2Q 2021). Revenue: NT$1.07b (up 37% from 2Q 2021). Net income: NT$56.7m (up 87% from 2Q 2021). Profit margin: 5.3% (up from 3.9% in 2Q 2021). The increase in margin was driven by higher revenue. 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 8% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 25Upcoming dividend of NT$0.35 per shareEligible shareholders must have bought the stock before 01 August 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Taiwanese dividend payers (6.6%). Lower than average of industry peers (5.2%).
Reported Earnings • May 05First quarter 2022 earnings released: EPS: NT$0.31 (vs NT$0.13 in 1Q 2021)First quarter 2022 results: EPS: NT$0.31 (up from NT$0.13 in 1Q 2021). Revenue: NT$850.3m (up 24% from 1Q 2021). Net income: NT$57.9m (up 149% from 1Q 2021). Profit margin: 6.8% (up from 3.4% 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 9% per year whereas the company’s share price has increased by 7% per year.
Valuation Update With 7 Day Price Move • Jan 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$13.90, the stock trades at a trailing P/E ratio of 22.4x. Average trailing P/E is 16x in the IT industry in Taiwan. Total returns to shareholders of 41% over the past three years.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.28 (vs NT$0.26 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: NT$712.8m (down 1.8% from 3Q 2020). Net income: NT$50.6m (up 7.5% from 3Q 2020). Profit margin: 7.1% (up from 6.5% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 20Upcoming dividend of NT$0.30 per shareEligible shareholders must have bought the stock before 27 August 2021. Payment date: 17 September 2021. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.8%).
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$0.16 (vs NT$0.29 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$781.0m (up 13% from 2Q 2020). Net income: NT$30.4m (down 43% from 2Q 2020). Profit margin: 3.9% (down from 7.7% 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 15% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 29First quarter 2021 earnings released: EPS NT$0.13 (vs NT$0.028 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$683.8m (up 24% from 1Q 2020). Net income: NT$23.2m (up 343% from 1Q 2020). Profit margin: 3.4% (up from 1.0% 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 20% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 19Here's Why Mercuries Data Systems (TPE:2427) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Apr 01There's Been No Shortage Of Growth Recently For Mercuries Data Systems' (TPE:2427) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Mar 20Full year 2020 earnings released: EPS NT$0.63 (vs NT$0.63 in FY 2019)The company reported a mediocre full year result with flat earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$3.02b (flat on FY 2019). Net income: NT$115.6m (flat on FY 2019). Profit margin: 3.8% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 14Is Mercuries Data Systems Ltd.'s (TPE:2427) Recent Stock Performance Influenced By Its Financials In Any Way?Mercuries Data Systems' (TPE:2427) stock is up by 3.1% over the past month. Given that stock prices are usually aligned...
分析記事 • Feb 24Did You Participate In Any Of Mercuries Data Systems' (TPE:2427) Fantastic 117% Return ?The main point of investing for the long term is to make money. Furthermore, you'd generally like to see the share...
分析記事 • Feb 06Here's How We Evaluate Mercuries Data Systems Ltd.'s (TPE:2427) DividendDividend paying stocks like Mercuries Data Systems Ltd. ( TPE:2427 ) tend to be popular with investors, and for good...
分析記事 • Jan 19We Think Mercuries Data Systems (TPE:2427) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Dec 30Will the Promising Trends At Mercuries Data Systems (TPE:2427) Continue?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
分析記事 • Dec 12Has Mercuries Data Systems Ltd.'s (TPE:2427) Impressive Stock Performance Got Anything to Do With Its Fundamentals?Most readers would already be aware that Mercuries Data Systems' (TPE:2427) stock increased significantly by 8.0% over...
分析記事 • Nov 24Shareholders Of Mercuries Data Systems (TPE:2427) Must Be Happy With Their 99% ReturnThe simplest way to invest in stocks is to buy exchange traded funds. But in our experience, buying the right stocks...
Is New 90 Day High Low • Nov 24New 90-day high: NT$10.90The company is up 3.0% from its price of NT$10.60 on 26 August 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 1.0% over the same period.
Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS NT$0.26The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$725.9m (up 15% from 3Q 2019). Net income: NT$47.0m (up 29% from 3Q 2019). Profit margin: 6.5% (up from 5.8% 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 26% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 10Third quarter 2020 earnings released: EPS NT$0.26The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$725.9m (up 15% from 3Q 2019). Net income: NT$47.0m (up 29% from 3Q 2019). Profit margin: 6.5% (up from 5.8% 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 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.