View ValuationHua Jung ComponentsLtd 将来の成長Future 基準チェック /06現在、 Hua Jung ComponentsLtdの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Electronic 収益成長31.9%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$28.60, the stock trades at a trailing P/E ratio of 73.6x. Average trailing P/E is 29x in the Electronic industry in Taiwan. Total returns to shareholders of 141% over the past three years.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$27.00, the stock trades at a trailing P/E ratio of 69.5x. Average trailing P/E is 27x in the Electronic industry in Taiwan. Total returns to shareholders of 94% over the past three years.New Risk • Apr 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 67% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Large one-off items impacting financial results.Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$0.39 (vs NT$0.39 in FY 2024)Full year 2025 results: EPS: NT$0.39 (down from NT$0.39 in FY 2024). Revenue: NT$883.7m (up 2.0% from FY 2024). Net income: NT$67.1m (down 1.0% from FY 2024). Profit margin: 7.6% (down from 7.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.お知らせ • Mar 05Hua Jung Components Co.,Ltd., Annual General Meeting, May 22, 2026Hua Jung Components Co.,Ltd., Annual General Meeting, May 22, 2026, at 09:00 Taipei Standard Time. Location: 17 floor no,268, lien ch`eng rd., jhonghe district, new taipei city TaiwanValuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$29.45, the stock trades at a trailing P/E ratio of 61.7x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 180% over the past three years.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 27%After last week's 27% share price gain to NT$25.85, the stock trades at a trailing P/E ratio of 54.2x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 180% over the past three years.Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$0.13 (vs NT$0.048 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.13 (up from NT$0.048 in 3Q 2024). Revenue: NT$227.9m (down 7.5% from 3Q 2024). Net income: NT$22.4m (up 172% from 3Q 2024). Profit margin: 9.8% (up from 3.4% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$20.90, the stock trades at a trailing P/E ratio of 52.9x. Average trailing P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 132% over the past three years.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$15.50, the stock trades at a trailing P/E ratio of 39.2x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 87% over the past three years.New Risk • Oct 03New 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 6.6% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 152% Paying a dividend despite having no free cash flows. High level of non-cash earnings (22% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$15.30, the stock trades at a trailing P/E ratio of 38.7x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 76% over the past three years.Declared Dividend • Aug 22Dividend of NT$0.60 announcedShareholders will receive a dividend of NT$0.60. Ex-date: 9th September 2025 Payment date: 7th October 2025 Dividend yield will be 4.4%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (155% earnings payout ratio) and 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 8.7% 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 72% to bring the payout ratio under control, which is more than the 47% EPS growth achieved over the last 5 years.Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: NT$0.03 (vs NT$0.043 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.03 (down from NT$0.043 in 2Q 2024). Revenue: NT$220.9m (up 11% from 2Q 2024). Net income: NT$5.32m (down 29% from 2Q 2024). Profit margin: 2.4% (down from 3.7% in 2Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.05 (vs NT$0.035 in 1Q 2024)First quarter 2025 results: EPS: NT$0.05 (up from NT$0.035 in 1Q 2024). Revenue: NT$207.7m (up 18% from 1Q 2024). Net income: NT$8.78m (up 44% from 1Q 2024). Profit margin: 4.2% (up from 3.5% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 10% per year.お知らせ • May 03Hua Jung Components Co.,Ltd. to Report Q1, 2025 Results on May 12, 2025Hua Jung Components Co.,Ltd. announced that they will report Q1, 2025 results on May 12, 2025Buy Or Sell Opportunity • Apr 10Now 23% overvaluedOver the last 90 days, the stock has fallen 25% to NT$11.85. The fair value is estimated to be NT$9.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.2% over the last 3 years. Earnings per share has grown by 13%.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$11.95, the stock trades at a trailing P/E ratio of 30.5x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 1.7% over the past three years.New Risk • Apr 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 46% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 153% Dividend per share is over 12x cash flows per share. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (NT$2.54b market cap, or US$76.4m).Reported Earnings • Mar 25Full year 2024 earnings released: EPS: NT$0.39 (vs NT$0.46 in FY 2023)Full year 2024 results: EPS: NT$0.39 (down from NT$0.46 in FY 2023). Revenue: NT$866.5m (down 15% from FY 2023). Net income: NT$67.7m (down 14% from FY 2023). Profit margin: 7.8% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 06+ 1 more updateHua Jung Components Co.,Ltd., Annual General Meeting, May 22, 2025Hua Jung Components Co.,Ltd., Annual General Meeting, May 22, 2025, at 09:00 Taipei Standard Time. Location: 17 floor no,268, lien ch`eng rd., jhonghe district, new taipei city Taiwanお知らせ • Feb 25Hua Jung Components Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 05, 2025Hua Jung Components Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 05, 2025New Risk • Dec 25New 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 6.3% 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: Minor Risks Dividend is not well covered by earnings (257% payout ratio). Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (2.8% net profit margin). Market cap is less than US$100m (NT$3.21b market cap, or US$98.2m).Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: NT$0.05 (vs NT$0.18 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.05 (down from NT$0.18 in 3Q 2023). Revenue: NT$246.3m (down 8.6% from 3Q 2023). Net income: NT$8.25m (down 73% from 3Q 2023). Profit margin: 3.4% (down from 11% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Oct 29Hua Jung Components Co.,Ltd. to Report Q3, 2024 Results on Nov 07, 2024Hua Jung Components Co.,Ltd. announced that they will report Q3, 2024 results on Nov 07, 2024Upcoming Dividend • Sep 09Upcoming dividend of NT$0.35 per shareEligible shareholders must have bought the stock before 16 September 2024. Payment date: 09 October 2024. Trailing yield: 2.3%. Lower than top quartile of Taiwanese dividend payers (4.4%). Lower than average of industry peers (2.9%).Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: NT$0.04 (vs NT$0.19 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.04 (down from NT$0.19 in 2Q 2023). Revenue: NT$199.8m (down 29% from 2Q 2023). Net income: NT$7.47m (down 78% from 2Q 2023). Profit margin: 3.7% (down from 12% 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 27% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 15Hua Jung Components Co.,Ltd. Approves Cash Dividend for the Year 2023, Payable on October 9, 2024On August 14, 2024, the board of directors of Hua Jung Components Co.,Ltd. in its meeting approved Ex Dividend Cash dividend of TWD 60,448,753 (TWD 0.35 per share). Ex-rights (Ex-dividend) date: September 16, 2024. Ex-rights (Ex-dividend) record date: September 23, 2024. Payment date of cash dividend distribution: October 9, 2024.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$13.80, the stock trades at a trailing P/E ratio of 33.2x. Average trailing P/E is 21x in the Electronic industry in Taiwan. Total loss to shareholders of 19% over the past three years.New Risk • Aug 05New 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 7.0% 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: Minor Risks Dividend is not well covered by cash flows (107% cash payout ratio). Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (NT$2.44b market cap, or US$74.6m).お知らせ • Jul 30Hua Jung Components Co.,Ltd. to Report Q2, 2024 Results on Aug 08, 2024Hua Jung Components Co.,Ltd. announced that they will report Q2, 2024 results on Aug 08, 2024Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$18.85, the stock trades at a trailing P/E ratio of 45.4x. Average trailing P/E is 26x in the Electronic industry in Taiwan. Total returns to shareholders of 8.7% over the past three years.Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.04 (vs NT$0.077 in 1Q 2023)First quarter 2024 results: EPS: NT$0.04 (down from NT$0.077 in 1Q 2023). Revenue: NT$176.4m (down 30% from 1Q 2023). Net income: NT$6.10m (down 54% from 1Q 2023). Profit margin: 3.5% (down from 5.3% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • May 09Hua Jung Components Co.,Ltd. Announces Committee AppointmentsHua Jung Components Co.,Ltd. announced that the Board has approved the establishment of a Sustainable Development and Nomination Committee and appointed Chun-Fa, Wu, Chih-Chang, Hsu, Shih-Ta, Chen, Hui-Chou, Chen, Tsung-Ling, Kuo as committee members. Resume of the new position holder: Chun-Fa, Wu (currently as the Chairman of the Company - representative of AmTRAN Technology Co. Ltd.),Chih-Chang, Hsu (currently as the President of the Company),Shih-Ta, Chen (currently as the Independent Director of the Company),Hui-Chou, Chen (currently as the Independent Director of the Company)and Tsung-Ling, Kuo (currently as the Independent Director of the Company). Effective date of the new member: May 8, 2024, to June 7, 2025.お知らせ • May 03Hua Jung Components Co.,Ltd. to Report Q1, 2024 Results on May 08, 2024Hua Jung Components Co.,Ltd. announced that they will report Q1, 2024 results at 9:00 AM, Taipei Standard Time on May 08, 2024お知らせ • Mar 22Hua Jung Components Co.,Ltd., Annual General Meeting, Jun 14, 2024Hua Jung Components Co.,Ltd., Annual General Meeting, Jun 14, 2024.Reported Earnings • Mar 20Full year 2023 earnings released: EPS: NT$0.46 (vs NT$0.43 in FY 2022)Full year 2023 results: EPS: NT$0.46 (up from NT$0.43 in FY 2022). Revenue: NT$1.02b (down 3.9% from FY 2022). Net income: NT$78.9m (up 7.1% from FY 2022). Profit margin: 7.8% (up from 7.0% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Nov 30Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$17.50, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: NT$0.18 (vs NT$0.24 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.18 (down from NT$0.24 in 3Q 2022). Revenue: NT$269.5m (down 6.5% from 3Q 2022). Net income: NT$30.4m (down 26% from 3Q 2022). Profit margin: 11% (down from 14% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$13.80, the stock trades at a trailing P/E ratio of 32.3x. Average trailing P/E is 14x in the Electronic industry in Taiwan. Total returns to shareholders of 95% over the past three years.Reported Earnings • Mar 26Full year 2022 earnings released: EPS: NT$0.43 (vs NT$0.20 in FY 2021)Full year 2022 results: EPS: NT$0.43 (up from NT$0.20 in FY 2021). Revenue: NT$1.06b (flat on FY 2021). Net income: NT$73.7m (up 116% from FY 2021). Profit margin: 7.0% (up from 3.2% in FY 2021). Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$11.65, the stock trades at a trailing P/E ratio of 35.5x. Average trailing P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 21% over the past three years.Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: NT$0.24 (vs NT$0.054 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.24 (up from NT$0.054 in 3Q 2021). Revenue: NT$288.3m (up 8.5% from 3Q 2021). Net income: NT$41.3m (up 345% from 3Q 2021). Profit margin: 14% (up from 3.5% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 29Upcoming dividend of NT$0.15 per shareEligible shareholders must have bought the stock before 05 September 2022. Payment date: 07 October 2022. Trailing yield: 1.4%. Lower than top quartile of Taiwanese dividend payers (6.4%). Lower than average of industry peers (4.4%).Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.02 (vs NT$0.026 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.02 (down from NT$0.026 in 2Q 2021). Revenue: NT$234.0m (down 14% from 2Q 2021). Net income: NT$3.91m (down 12% from 2Q 2021). Profit margin: 1.7% (up from 1.6% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 11First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$0.05 (down from NT$0.10 in 1Q 2021). Revenue: NT$256.7m (flat on 1Q 2021). Net income: NT$9.03m (down 49% from 1Q 2021). Profit margin: 3.5% (down from 7.0% in 1Q 2021). Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) exceeded analyst estimates by 22%. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$0.05 (vs NT$0.027 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$265.6m (up 27% from 3Q 2020). Net income: NT$9.27m (up 96% from 3Q 2020). Profit margin: 3.5% (up from 2.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$14.35, the stock trades at a trailing P/E ratio of 60.3x. Average trailing P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 33% over the past three years.Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$0.03 (vs NT$0.046 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$271.8m (up 20% from 2Q 2020). Net income: NT$4.44m (down 44% from 2Q 2020). Profit margin: 1.6% (down from 3.5% 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 34% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$15.55, the stock trades at a trailing P/E ratio of 60.3x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total loss to shareholders of 32% over the past three years.Reported Earnings • May 16First quarter 2021 earnings released: EPS NT$0.10 (vs NT$0.033 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$256.5m (up 59% from 1Q 2020). Net income: NT$17.8m (up NT$23.5m from 1Q 2020). Profit margin: 7.0% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.分析記事 • Apr 04There's Been No Shortage Of Growth Recently For Hua Jung ComponentsLtd's (GTSM:5328) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Reported Earnings • Mar 18Full year 2020 earnings released: EPS NT$0.12 (vs NT$0.14 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$846.6m (up 11% from FY 2019). Net income: NT$21.0m (up NT$46.1m from FY 2019). Profit margin: 2.5% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.分析記事 • Mar 09The Hua Jung ComponentsLtd (GTSM:5328) Share Price Has Gained 121%, So Why Not Pay It Some Attention?When you buy a stock there is always a possibility that it could drop 100%. But on a lighter note, a good company can...分析記事 • Feb 15Hua Jung ComponentsLtd (GTSM:5328) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jan 17Hua Jung Components Co.,Ltd.'s (GTSM:5328) On An Uptrend But Financial Prospects Look Pretty Weak: Is The Stock Overpriced?Most readers would already be aware that Hua Jung ComponentsLtd's (GTSM:5328) stock increased significantly by 49% over...Is New 90 Day High Low • Jan 11New 90-day high: NT$14.70The company is up 70% from its price of NT$8.67 on 14 October 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 24% over the same period.分析記事 • Dec 28What Can The Trends At Hua Jung ComponentsLtd (GTSM:5328) Tell Us About Their Returns?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Is New 90 Day High Low • Dec 24New 90-day high: NT$11.25The company is up 32% from its price of NT$8.52 on 25 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 16% over the same period.Is New 90 Day High Low • Dec 09New 90-day high: NT$11.15The company is up 23% from its price of NT$9.10 on 11 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 12% over the same period.分析記事 • Nov 30Can You Imagine How Hua Jung ComponentsLtd's (GTSM:5328) Shareholders Feel About The 81% Share Price Increase?When we invest, we're generally looking for stocks that outperform the market average. And in our experience, buying...Is New 90 Day High Low • Nov 24New 90-day high: NT$10.00The company is up 15% from its price of NT$8.70 on 26 August 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 4.0% over the same period.Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$0.03The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$209.0m (down 1.4% from 3Q 2019). Net income: NT$4.73m (up 5.3% from 3Q 2019). Profit margin: 2.3% (up from 2.1% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Sep 18New 90-day high: NT$9.73The company is up 16% from its price of NT$8.41 on 19 June 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 4.0% over the same period. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Hua Jung ComponentsLtd は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TPEX:5328 - アナリストの将来予測と過去の財務データ ( )TWD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202588467-162-157N/A9/30/202590182286290N/A6/30/202591968-225-220N/A3/31/202589870289294N/A12/31/20248676858N/A9/30/202483724429435N/A6/30/202486046334340N/A3/31/2024942725663N/A12/31/20231,01879495506N/A9/30/20231,08397-340-330N/A6/30/20231,102108315N/A3/31/20231,05478187204N/A12/31/20221,05974-387-372N/A9/30/20221,04457174189N/A6/30/20221,022255877N/A3/31/20221,05925-67-54N/A12/31/20211,05934143153N/A9/30/20211,04446-131-118N/A6/30/2021987413138N/A3/31/202194145-28-20N/A12/31/2020847211018N/A9/30/202081010142149N/A6/30/2020813105161N/A3/31/2020771-47078N/A12/31/2019765-25-43-34N/A9/30/2019725-45N/A-107N/A6/30/2019727-42N/A43N/A3/31/2019774-36N/A-3N/A12/31/201882710N/A-117N/A9/30/201887021N/A100N/A6/30/201888344N/A15N/A3/31/201886027N/A53N/A12/31/201787316N/A11N/A9/30/201789237N/A-59N/A6/30/201791134N/A-80N/A3/31/201797366N/A107N/A12/31/20161,03072N/A250N/A9/30/20161,09175N/A185N/A6/30/20161,08497N/A192N/A3/31/20161,08894N/A146N/A12/31/20151,06074N/A98N/A9/30/20151,054-80N/A92N/A6/30/20151,140-118N/A69N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 5328の予測収益成長が 貯蓄率 ( 1.3% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 5328の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 5328の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 5328の収益がTW市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 5328の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 5328の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/09 09:23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Hua Jung Components 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。1 アナリスト機関Rui TsaiCapital Securities Corporation
Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$28.60, the stock trades at a trailing P/E ratio of 73.6x. Average trailing P/E is 29x in the Electronic industry in Taiwan. Total returns to shareholders of 141% over the past three years.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$27.00, the stock trades at a trailing P/E ratio of 69.5x. Average trailing P/E is 27x in the Electronic industry in Taiwan. Total returns to shareholders of 94% over the past three years.
New Risk • Apr 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 67% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Large one-off items impacting financial results.
Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$0.39 (vs NT$0.39 in FY 2024)Full year 2025 results: EPS: NT$0.39 (down from NT$0.39 in FY 2024). Revenue: NT$883.7m (up 2.0% from FY 2024). Net income: NT$67.1m (down 1.0% from FY 2024). Profit margin: 7.6% (down from 7.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
お知らせ • Mar 05Hua Jung Components Co.,Ltd., Annual General Meeting, May 22, 2026Hua Jung Components Co.,Ltd., Annual General Meeting, May 22, 2026, at 09:00 Taipei Standard Time. Location: 17 floor no,268, lien ch`eng rd., jhonghe district, new taipei city Taiwan
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$29.45, the stock trades at a trailing P/E ratio of 61.7x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 180% over the past three years.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 27%After last week's 27% share price gain to NT$25.85, the stock trades at a trailing P/E ratio of 54.2x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 180% over the past three years.
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$0.13 (vs NT$0.048 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.13 (up from NT$0.048 in 3Q 2024). Revenue: NT$227.9m (down 7.5% from 3Q 2024). Net income: NT$22.4m (up 172% from 3Q 2024). Profit margin: 9.8% (up from 3.4% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$20.90, the stock trades at a trailing P/E ratio of 52.9x. Average trailing P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 132% over the past three years.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$15.50, the stock trades at a trailing P/E ratio of 39.2x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 87% over the past three years.
New Risk • Oct 03New 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 6.6% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 152% Paying a dividend despite having no free cash flows. High level of non-cash earnings (22% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$15.30, the stock trades at a trailing P/E ratio of 38.7x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 76% over the past three years.
Declared Dividend • Aug 22Dividend of NT$0.60 announcedShareholders will receive a dividend of NT$0.60. Ex-date: 9th September 2025 Payment date: 7th October 2025 Dividend yield will be 4.4%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (155% earnings payout ratio) and 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 8.7% 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 72% to bring the payout ratio under control, which is more than the 47% EPS growth achieved over the last 5 years.
Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: NT$0.03 (vs NT$0.043 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.03 (down from NT$0.043 in 2Q 2024). Revenue: NT$220.9m (up 11% from 2Q 2024). Net income: NT$5.32m (down 29% from 2Q 2024). Profit margin: 2.4% (down from 3.7% in 2Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.05 (vs NT$0.035 in 1Q 2024)First quarter 2025 results: EPS: NT$0.05 (up from NT$0.035 in 1Q 2024). Revenue: NT$207.7m (up 18% from 1Q 2024). Net income: NT$8.78m (up 44% from 1Q 2024). Profit margin: 4.2% (up from 3.5% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 10% per year.
お知らせ • May 03Hua Jung Components Co.,Ltd. to Report Q1, 2025 Results on May 12, 2025Hua Jung Components Co.,Ltd. announced that they will report Q1, 2025 results on May 12, 2025
Buy Or Sell Opportunity • Apr 10Now 23% overvaluedOver the last 90 days, the stock has fallen 25% to NT$11.85. The fair value is estimated to be NT$9.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.2% over the last 3 years. Earnings per share has grown by 13%.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$11.95, the stock trades at a trailing P/E ratio of 30.5x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 1.7% over the past three years.
New Risk • Apr 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 46% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 153% Dividend per share is over 12x cash flows per share. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (NT$2.54b market cap, or US$76.4m).
Reported Earnings • Mar 25Full year 2024 earnings released: EPS: NT$0.39 (vs NT$0.46 in FY 2023)Full year 2024 results: EPS: NT$0.39 (down from NT$0.46 in FY 2023). Revenue: NT$866.5m (down 15% from FY 2023). Net income: NT$67.7m (down 14% from FY 2023). Profit margin: 7.8% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 06+ 1 more updateHua Jung Components Co.,Ltd., Annual General Meeting, May 22, 2025Hua Jung Components Co.,Ltd., Annual General Meeting, May 22, 2025, at 09:00 Taipei Standard Time. Location: 17 floor no,268, lien ch`eng rd., jhonghe district, new taipei city Taiwan
お知らせ • Feb 25Hua Jung Components Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 05, 2025Hua Jung Components Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 05, 2025
New Risk • Dec 25New 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 6.3% 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: Minor Risks Dividend is not well covered by earnings (257% payout ratio). Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (2.8% net profit margin). Market cap is less than US$100m (NT$3.21b market cap, or US$98.2m).
Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: NT$0.05 (vs NT$0.18 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.05 (down from NT$0.18 in 3Q 2023). Revenue: NT$246.3m (down 8.6% from 3Q 2023). Net income: NT$8.25m (down 73% from 3Q 2023). Profit margin: 3.4% (down from 11% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Oct 29Hua Jung Components Co.,Ltd. to Report Q3, 2024 Results on Nov 07, 2024Hua Jung Components Co.,Ltd. announced that they will report Q3, 2024 results on Nov 07, 2024
Upcoming Dividend • Sep 09Upcoming dividend of NT$0.35 per shareEligible shareholders must have bought the stock before 16 September 2024. Payment date: 09 October 2024. Trailing yield: 2.3%. Lower than top quartile of Taiwanese dividend payers (4.4%). Lower than average of industry peers (2.9%).
Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: NT$0.04 (vs NT$0.19 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.04 (down from NT$0.19 in 2Q 2023). Revenue: NT$199.8m (down 29% from 2Q 2023). Net income: NT$7.47m (down 78% from 2Q 2023). Profit margin: 3.7% (down from 12% 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 27% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 15Hua Jung Components Co.,Ltd. Approves Cash Dividend for the Year 2023, Payable on October 9, 2024On August 14, 2024, the board of directors of Hua Jung Components Co.,Ltd. in its meeting approved Ex Dividend Cash dividend of TWD 60,448,753 (TWD 0.35 per share). Ex-rights (Ex-dividend) date: September 16, 2024. Ex-rights (Ex-dividend) record date: September 23, 2024. Payment date of cash dividend distribution: October 9, 2024.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$13.80, the stock trades at a trailing P/E ratio of 33.2x. Average trailing P/E is 21x in the Electronic industry in Taiwan. Total loss to shareholders of 19% over the past three years.
New Risk • Aug 05New 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 7.0% 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: Minor Risks Dividend is not well covered by cash flows (107% cash payout ratio). Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (NT$2.44b market cap, or US$74.6m).
お知らせ • Jul 30Hua Jung Components Co.,Ltd. to Report Q2, 2024 Results on Aug 08, 2024Hua Jung Components Co.,Ltd. announced that they will report Q2, 2024 results on Aug 08, 2024
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$18.85, the stock trades at a trailing P/E ratio of 45.4x. Average trailing P/E is 26x in the Electronic industry in Taiwan. Total returns to shareholders of 8.7% over the past three years.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.04 (vs NT$0.077 in 1Q 2023)First quarter 2024 results: EPS: NT$0.04 (down from NT$0.077 in 1Q 2023). Revenue: NT$176.4m (down 30% from 1Q 2023). Net income: NT$6.10m (down 54% from 1Q 2023). Profit margin: 3.5% (down from 5.3% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • May 09Hua Jung Components Co.,Ltd. Announces Committee AppointmentsHua Jung Components Co.,Ltd. announced that the Board has approved the establishment of a Sustainable Development and Nomination Committee and appointed Chun-Fa, Wu, Chih-Chang, Hsu, Shih-Ta, Chen, Hui-Chou, Chen, Tsung-Ling, Kuo as committee members. Resume of the new position holder: Chun-Fa, Wu (currently as the Chairman of the Company - representative of AmTRAN Technology Co. Ltd.),Chih-Chang, Hsu (currently as the President of the Company),Shih-Ta, Chen (currently as the Independent Director of the Company),Hui-Chou, Chen (currently as the Independent Director of the Company)and Tsung-Ling, Kuo (currently as the Independent Director of the Company). Effective date of the new member: May 8, 2024, to June 7, 2025.
お知らせ • May 03Hua Jung Components Co.,Ltd. to Report Q1, 2024 Results on May 08, 2024Hua Jung Components Co.,Ltd. announced that they will report Q1, 2024 results at 9:00 AM, Taipei Standard Time on May 08, 2024
お知らせ • Mar 22Hua Jung Components Co.,Ltd., Annual General Meeting, Jun 14, 2024Hua Jung Components Co.,Ltd., Annual General Meeting, Jun 14, 2024.
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: NT$0.46 (vs NT$0.43 in FY 2022)Full year 2023 results: EPS: NT$0.46 (up from NT$0.43 in FY 2022). Revenue: NT$1.02b (down 3.9% from FY 2022). Net income: NT$78.9m (up 7.1% from FY 2022). Profit margin: 7.8% (up from 7.0% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Nov 30Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$17.50, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: NT$0.18 (vs NT$0.24 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.18 (down from NT$0.24 in 3Q 2022). Revenue: NT$269.5m (down 6.5% from 3Q 2022). Net income: NT$30.4m (down 26% from 3Q 2022). Profit margin: 11% (down from 14% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$13.80, the stock trades at a trailing P/E ratio of 32.3x. Average trailing P/E is 14x in the Electronic industry in Taiwan. Total returns to shareholders of 95% over the past three years.
Reported Earnings • Mar 26Full year 2022 earnings released: EPS: NT$0.43 (vs NT$0.20 in FY 2021)Full year 2022 results: EPS: NT$0.43 (up from NT$0.20 in FY 2021). Revenue: NT$1.06b (flat on FY 2021). Net income: NT$73.7m (up 116% from FY 2021). Profit margin: 7.0% (up from 3.2% in FY 2021). Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$11.65, the stock trades at a trailing P/E ratio of 35.5x. Average trailing P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 21% over the past three years.
Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: NT$0.24 (vs NT$0.054 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.24 (up from NT$0.054 in 3Q 2021). Revenue: NT$288.3m (up 8.5% from 3Q 2021). Net income: NT$41.3m (up 345% from 3Q 2021). Profit margin: 14% (up from 3.5% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 29Upcoming dividend of NT$0.15 per shareEligible shareholders must have bought the stock before 05 September 2022. Payment date: 07 October 2022. Trailing yield: 1.4%. Lower than top quartile of Taiwanese dividend payers (6.4%). Lower than average of industry peers (4.4%).
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.02 (vs NT$0.026 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.02 (down from NT$0.026 in 2Q 2021). Revenue: NT$234.0m (down 14% from 2Q 2021). Net income: NT$3.91m (down 12% from 2Q 2021). Profit margin: 1.7% (up from 1.6% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 11First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$0.05 (down from NT$0.10 in 1Q 2021). Revenue: NT$256.7m (flat on 1Q 2021). Net income: NT$9.03m (down 49% from 1Q 2021). Profit margin: 3.5% (down from 7.0% in 1Q 2021). Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) exceeded analyst estimates by 22%. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$0.05 (vs NT$0.027 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$265.6m (up 27% from 3Q 2020). Net income: NT$9.27m (up 96% from 3Q 2020). Profit margin: 3.5% (up from 2.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$14.35, the stock trades at a trailing P/E ratio of 60.3x. Average trailing P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 33% over the past three years.
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$0.03 (vs NT$0.046 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$271.8m (up 20% from 2Q 2020). Net income: NT$4.44m (down 44% from 2Q 2020). Profit margin: 1.6% (down from 3.5% 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 34% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$15.55, the stock trades at a trailing P/E ratio of 60.3x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total loss to shareholders of 32% over the past three years.
Reported Earnings • May 16First quarter 2021 earnings released: EPS NT$0.10 (vs NT$0.033 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$256.5m (up 59% from 1Q 2020). Net income: NT$17.8m (up NT$23.5m from 1Q 2020). Profit margin: 7.0% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.
分析記事 • Apr 04There's Been No Shortage Of Growth Recently For Hua Jung ComponentsLtd's (GTSM:5328) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Reported Earnings • Mar 18Full year 2020 earnings released: EPS NT$0.12 (vs NT$0.14 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$846.6m (up 11% from FY 2019). Net income: NT$21.0m (up NT$46.1m from FY 2019). Profit margin: 2.5% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
分析記事 • Mar 09The Hua Jung ComponentsLtd (GTSM:5328) Share Price Has Gained 121%, So Why Not Pay It Some Attention?When you buy a stock there is always a possibility that it could drop 100%. But on a lighter note, a good company can...
分析記事 • Feb 15Hua Jung ComponentsLtd (GTSM:5328) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Jan 17Hua Jung Components Co.,Ltd.'s (GTSM:5328) On An Uptrend But Financial Prospects Look Pretty Weak: Is The Stock Overpriced?Most readers would already be aware that Hua Jung ComponentsLtd's (GTSM:5328) stock increased significantly by 49% over...
Is New 90 Day High Low • Jan 11New 90-day high: NT$14.70The company is up 70% from its price of NT$8.67 on 14 October 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 24% over the same period.
分析記事 • Dec 28What Can The Trends At Hua Jung ComponentsLtd (GTSM:5328) Tell Us About Their Returns?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Is New 90 Day High Low • Dec 24New 90-day high: NT$11.25The company is up 32% from its price of NT$8.52 on 25 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 16% over the same period.
Is New 90 Day High Low • Dec 09New 90-day high: NT$11.15The company is up 23% from its price of NT$9.10 on 11 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 12% over the same period.
分析記事 • Nov 30Can You Imagine How Hua Jung ComponentsLtd's (GTSM:5328) Shareholders Feel About The 81% Share Price Increase?When we invest, we're generally looking for stocks that outperform the market average. And in our experience, buying...
Is New 90 Day High Low • Nov 24New 90-day high: NT$10.00The company is up 15% from its price of NT$8.70 on 26 August 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 4.0% over the same period.
Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$0.03The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$209.0m (down 1.4% from 3Q 2019). Net income: NT$4.73m (up 5.3% from 3Q 2019). Profit margin: 2.3% (up from 2.1% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Sep 18New 90-day high: NT$9.73The company is up 16% from its price of NT$8.41 on 19 June 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 4.0% over the same period.