View Financial HealthSingatron EnterpriseLtd 配当と自社株買い配当金 基準チェック /26Singatron EnterpriseLtd配当を支払う会社であり、現在の利回りは2.34%で、収益によって十分にカバーされています。主要情報2.3%配当利回り0.7%バイバック利回り総株主利回り3.1%将来の配当利回りn/a配当成長11.0%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82%最近の配当と自社株買いの更新Upcoming Dividend • Sep 04Upcoming dividend of NT$0.76 per shareEligible shareholders must have bought the stock before 11 September 2025. Payment date: 15 October 2025. Payout ratio is on the higher end at 87% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (2.6%).Declared Dividend • Aug 16Dividend of NT$0.75 announcedShareholders will receive a dividend of NT$0.75. Ex-date: 11th September 2025 Payment date: 15th October 2025 Dividend yield will be 2.7%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (78% 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 12% per year over the past 7 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 13% to shift the payout ratio to a potentially unsustainable range, which is similar to the EPS decline seen over the last 5 years.Declared Dividend • Sep 03Dividend reduced to NT$1.08Dividend of NT$1.08 is 9.9% lower than last year. Ex-date: 16th September 2024 Payment date: 21st October 2024 Dividend yield will be 3.3%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 8.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Sep 14Upcoming dividend of NT$1.20 per share at 3.9% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 26 October 2023. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (4.2%).Upcoming Dividend • Jul 13Upcoming dividend of NT$1.33 per shareEligible shareholders must have bought the stock before 20 July 2022. Payment date: 23 August 2022. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 7.0%. Within top quartile of Taiwanese dividend payers (6.9%). Higher than average of industry peers (5.0%).Upcoming Dividend • Jul 01Upcoming dividend of NT$1.40 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 06 August 2021. Trailing yield: 5.6%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).すべての更新を表示Recent updatesReported Earnings • May 01First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: NT$1.31b (up 48% from 1Q 2025). Net income: NT$45.0m (up 48% from 1Q 2025). Profit margin: 3.4% (in line with 1Q 2025).お知らせ • Mar 13Singatron Enterprise Co.,Ltd, Annual General Meeting, Jun 08, 2026Singatron Enterprise Co.,Ltd, Annual General Meeting, Jun 08, 2026. Location: 3 floor no,209, sec.2 chung cheng rd., hukou township, hsinchu county TaiwanReported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$0.71 (vs NT$0.98 in FY 2024)Full year 2025 results: EPS: NT$0.71 (down from NT$0.98 in FY 2024). Revenue: NT$3.90b (up 7.4% from FY 2024). Net income: NT$90.1m (down 27% from FY 2024). Profit margin: 2.3% (down from 3.4% 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 30% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$31.30, the stock trades at a trailing P/E ratio of 34.1x. Average trailing P/E is 25x in the Electronic industry in Taiwan. Total returns to shareholders of 54% over the past three years.New Risk • Feb 19New 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 6.9% 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 Earnings have declined by 17% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.9% average weekly change).Valuation Update With 7 Day Price Move • Oct 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$31.95, the stock trades at a trailing P/E ratio of 36.7x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 75% over the past three years.Upcoming Dividend • Sep 04Upcoming dividend of NT$0.76 per shareEligible shareholders must have bought the stock before 11 September 2025. Payment date: 15 October 2025. Payout ratio is on the higher end at 87% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (2.6%).Declared Dividend • Aug 16Dividend of NT$0.75 announcedShareholders will receive a dividend of NT$0.75. Ex-date: 11th September 2025 Payment date: 15th October 2025 Dividend yield will be 2.7%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (78% 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 12% per year over the past 7 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 13% to shift the payout ratio to a potentially unsustainable range, which is similar to the EPS decline seen over the last 5 years.Reported Earnings • Aug 12Second quarter 2025 earnings released: EPS: NT$0.22 (vs NT$0.34 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.22 (down from NT$0.34 in 2Q 2024). Revenue: NT$1.04b (up 7.9% from 2Q 2024). Net income: NT$27.7m (down 30% from 2Q 2024). Profit margin: 2.7% (down from 4.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Board Change • Jul 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director Yi-Chun Kan was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 05Singatron Enterprise Co.,Ltd Approves Board ElectionsSingatron Enterprise Co.,Ltd at its shareholders' meeting held on June 4, 2025, approved election of the Company's directors (including 4 independent directors). Directors: Representative of Kan Shi Investment Co.,Ltd.:Kan,Hsin-Nan, Representative of Dong Yi Enterprise Management Co.,Ltd.: Peng,Peng-Huang, Representative of Zhen Chun Investment Co.,Ltd.:Perng,Gwo-Ming, and Representative of Kan Shi Investment Co.,Ltd.:Kan,Yi-Chun. Independent Directors: Chen,Hui-Chou, Huang,Kung-Chien, Ku,Ying-Chun, and Hsieh,Hsueh-Yuan.Reported Earnings • May 04First quarter 2025 earnings released: EPS: NT$0.24 (vs NT$0.26 in 1Q 2024)First quarter 2025 results: EPS: NT$0.24 (down from NT$0.26 in 1Q 2024). Revenue: NT$886.5m (up 6.8% from 1Q 2024). Net income: NT$30.4m (down 1.3% from 1Q 2024). Profit margin: 3.4% (down from 3.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.New Risk • May 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.4% Last year net profit margin: 5.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.0% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (105% payout ratio). Profit margins are more than 30% lower than last year (3.4% net profit margin). Market cap is less than US$100m (NT$3.04b market cap, or US$94.5m).お知らせ • Apr 22Singatron Enterprise Co.,Ltd to Report Q1, 2025 Results on Apr 29, 2025Singatron Enterprise Co.,Ltd announced that they will report Q1, 2025 results on Apr 29, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$20.70, the stock trades at a trailing P/E ratio of 20.7x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total loss to shareholders of 3.7% over the past three years.New Risk • Mar 31New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.24b (US$97.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.0% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (105% payout ratio). Market cap is less than US$100m (NT$3.24b market cap, or US$97.5m).お知らせ • Mar 10Singatron Enterprise Co.,Ltd, Annual General Meeting, Jun 04, 2025Singatron Enterprise Co.,Ltd, Annual General Meeting, Jun 04, 2025. Location: 3 floor no,209, sec.2 chung cheng rd., hukou township, hsinchu county Taiwanお知らせ • Mar 01Singatron Enterprise Co.,Ltd to Report Fiscal Year 2025 Results on Mar 07, 2025Singatron Enterprise Co.,Ltd announced that they will report fiscal year 2025 results on Mar 07, 2025Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$0.16 (vs NT$0.43 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.16 (down from NT$0.43 in 3Q 2023). Revenue: NT$979.2m (up 3.6% from 3Q 2023). Net income: NT$20.3m (down 60% from 3Q 2023). Profit margin: 2.1% (down from 5.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Oct 30Singatron Enterprise Co.,Ltd to Report Q3, 2024 Results on Oct 30, 2024Singatron Enterprise Co.,Ltd announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Oct 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$34.15, the stock trades at a trailing P/E ratio of 27.1x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 55% over the past three years.Declared Dividend • Sep 03Dividend reduced to NT$1.08Dividend of NT$1.08 is 9.9% lower than last year. Ex-date: 16th September 2024 Payment date: 21st October 2024 Dividend yield will be 3.3%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 8.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.34 (vs NT$0.37 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.34 (down from NT$0.37 in 2Q 2023). Revenue: NT$962.1m (up 9.4% from 2Q 2023). Net income: NT$39.8m (down 7.8% from 2Q 2023). Profit margin: 4.1% (down from 4.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.New Risk • Aug 07New 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 7.3% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change). Shareholders have been diluted in the past year (7.3% increase in shares outstanding).Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to NT$31.10, the stock trades at a trailing P/E ratio of 24.1x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 44% over the past three years.お知らせ • Aug 06Singatron Enterprise Co.,Ltd to Report Q2, 2024 Results on Aug 13, 2024Singatron Enterprise Co.,Ltd announced that they will report Q2, 2024 results on Aug 13, 2024Buy Or Sell Opportunity • Jul 23Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to NT$37.80. The fair value is estimated to be NT$29.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.8% over the last 3 years. Earnings per share has declined by 12%.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$40.35, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 26x in the Electronic industry in Taiwan. Total returns to shareholders of 90% over the past three years.Buy Or Sell Opportunity • Jul 01Now 21% overvaluedOver the last 90 days, the stock has fallen 4.3% to NT$35.25. The fair value is estimated to be NT$29.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.8% over the last 3 years. Earnings per share has declined by 12%.New Risk • Jun 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.3% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (7.3% increase in shares outstanding).Buy Or Sell Opportunity • May 30Now 21% overvaluedOver the last 90 days, the stock has fallen 1.8% to NT$37.40. The fair value is estimated to be NT$30.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.8% over the last 3 years. Earnings per share has declined by 12%.Reported Earnings • May 12First quarter 2024 earnings released: EPS: NT$0.26 (vs NT$0.40 in 1Q 2023)First quarter 2024 results: EPS: NT$0.26 (down from NT$0.40 in 1Q 2023). Revenue: NT$829.7m (flat on 1Q 2023). Net income: NT$30.8m (down 34% from 1Q 2023). Profit margin: 3.7% (down from 5.6% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Apr 20Now 21% undervaluedOver the last 90 days, the stock has risen 4.6% to NT$32.05. The fair value is estimated to be NT$40.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.6% over the last 3 years. Earnings per share has declined by 9.6%.Reported Earnings • Mar 15Full year 2023 earnings released: EPS: NT$1.52 (vs NT$1.85 in FY 2022)Full year 2023 results: EPS: NT$1.52 (down from NT$1.85 in FY 2022). Revenue: NT$3.45b (down 11% from FY 2022). Net income: NT$177.8m (down 20% from FY 2022). Profit margin: 5.2% (down from 5.7% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Mar 14Singatron Enterprise Co.,Ltd, Annual General Meeting, Jun 07, 2024Singatron Enterprise Co.,Ltd, Annual General Meeting, Jun 07, 2024. Location: No. 209, Section 2, Zhongzheng Road, Hukou Township Hsinchu County Taiwan Agenda: To consider and approve the 2023 business report of the Company; to consider and approve the Audit Committee review of the Company's final accounting reports for 2023; to consider and approve the report on the distribution of profit-sharing remuneration to employees and of the Company for 2023; and to consider and approve the other matters of business.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$33.85, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 35% over the past three years.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$35.10, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 38% over the past three years.Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: NT$0.44 (vs NT$0.51 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.44 (down from NT$0.51 in 3Q 2022). Revenue: NT$945.3m (down 10% from 3Q 2022). Net income: NT$51.0m (down 16% from 3Q 2022). Profit margin: 5.4% (down from 5.8% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.New Risk • Oct 06New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.15b (US$98.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (NT$3.15b market cap, or US$98.2m).Upcoming Dividend • Sep 14Upcoming dividend of NT$1.20 per share at 3.9% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 26 October 2023. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (4.2%).Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$0.37 (vs NT$0.55 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.37 (down from NT$0.55 in 2Q 2022). Revenue: NT$879.2m (down 9.1% from 2Q 2022). Net income: NT$43.1m (down 35% from 2Q 2022). Profit margin: 4.9% (down from 6.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Reported Earnings • May 15First quarter 2023 earnings released: EPS: NT$0.40 (vs NT$0.46 in 1Q 2022)First quarter 2023 results: EPS: NT$0.40 (down from NT$0.46 in 1Q 2022). Revenue: NT$822.1m (down 18% from 1Q 2022). Net income: NT$46.4m (down 17% from 1Q 2022). Profit margin: 5.6% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 12Full year 2022 earnings released: EPS: NT$1.85 (vs NT$1.97 in FY 2021)Full year 2022 results: EPS: NT$1.85 (down from NT$1.97 in FY 2021). Revenue: NT$3.89b (down 7.0% from FY 2021). Net income: NT$222.5m (down 9.8% from FY 2021). Profit margin: 5.7% (down from 5.9% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 06Third quarter 2022 earnings released: EPS: NT$0.51 (vs NT$0.59 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.51 (down from NT$0.59 in 3Q 2021). Revenue: NT$1.05b (down 1.6% from 3Q 2021). Net income: NT$60.5m (down 18% from 3Q 2021). Profit margin: 5.8% (down from 6.9% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 18% per year and the company’s share price has also increased by 18% per year.Reported Earnings • Aug 08Second quarter 2022 earnings released: EPS: NT$0.54 (vs NT$0.45 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.54 (up from NT$0.45 in 2Q 2021). Revenue: NT$966.8m (down 5.5% from 2Q 2021). Net income: NT$66.6m (up 17% from 2Q 2021). Profit margin: 6.9% (up from 5.5% 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 24% per year whereas the company’s share price has increased by 27% per year.Upcoming Dividend • Jul 13Upcoming dividend of NT$1.33 per shareEligible shareholders must have bought the stock before 20 July 2022. Payment date: 23 August 2022. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 7.0%. Within top quartile of Taiwanese dividend payers (6.9%). Higher than average of industry peers (5.0%).Buying Opportunity • Jun 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.6%. The fair value is estimated to be NT$30.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 27%.Reported Earnings • May 08First quarter 2022 earnings released: EPS: NT$0.46 (vs NT$0.40 in 1Q 2021)First quarter 2022 results: EPS: NT$0.46 (up from NT$0.40 in 1Q 2021). Revenue: NT$1.00b (down 4.0% from 1Q 2021). Net income: NT$56.2m (up 11% from 1Q 2021). Profit margin: 5.6% (up from 4.9% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 28% per year.Reported Earnings • Mar 07Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: NT$1.97 (down from NT$2.02 in FY 2020). Revenue: NT$4.18b (up 10% from FY 2020). Net income: NT$246.8m (down 4.5% from FY 2020). Profit margin: 5.9% (down from 6.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 1.3%, compared to a 9.1% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 35% per year.Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$0.58 (vs NT$0.57 in 3Q 2020)The company reported a solid third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: NT$1.07b (flat on 3Q 2020). Net income: NT$73.6m (up 1.5% from 3Q 2020). Profit margin: 6.9% (up from 6.8% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 41% per year.Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$28.20, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 218% over the past three years.Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$28.85, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 154% over the past three years.Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$26.00, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 129% over the past three years.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$0.45 (vs NT$0.74 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$1.02b (down 3.5% from 2Q 2020). Net income: NT$56.8m (down 39% from 2Q 2020). Profit margin: 5.5% (down from 8.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 01Upcoming dividend of NT$1.40 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 06 August 2021. Trailing yield: 5.6%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$23.70, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 140% over the past three years.Reported Earnings • May 08First quarter 2021 earnings released: EPS NT$0.40 (vs NT$0.22 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$1.04b (up 71% from 1Q 2020). Net income: NT$50.6m (up 73% from 1Q 2020). Profit margin: 4.9% (up from 4.8% 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 56% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 22We Like These Underlying Return On Capital Trends At Singatron EnterpriseLtd (GTSM:6126)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...分析記事 • Mar 16Singatron Enterprise (GTSM:6126) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Mar 13Full year 2020 earnings released: EPS NT$2.02 (vs NT$1.22 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$3.80b (up 15% from FY 2019). Net income: NT$258.5m (up 56% from FY 2019). Profit margin: 6.8% (up from 5.0% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 23Is Singatron Enterprise Co., Ltd.'s (GTSM:6126) Latest Stock Performance A Reflection Of Its Financial Health?Most readers would already be aware that Singatron Enterprise's (GTSM:6126) stock increased significantly by 32% over...Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$30.05, the stock is trading at a trailing P/E ratio of 16.2x, up from the previous P/E ratio of 13.8x. This compares to an average P/E of 19x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 162%.Is New 90 Day High Low • Feb 20New 90-day high: NT$27.35The company is up 19% from its price of NT$23.05 on 20 November 2020. The Taiwanese market is also up 19% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Electronic industry, which is up 24% over the same period.分析記事 • Feb 04Singatron Enterprise Co., Ltd.'s (GTSM:6126) Attractive Combination: Does It Earn A Place In Your Dividend Portfolio?Could Singatron Enterprise Co., Ltd. ( GTSM:6126 ) be an attractive dividend share to own for the long haul? Investors...Is New 90 Day High Low • Jan 26New 90-day high: NT$26.10The company is up 12% from its price of NT$23.25 on 29 October 2020. The Taiwanese market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 28% over the same period.分析記事 • Jan 18What Do The Returns At Singatron Enterprise (GTSM:6126) Mean Going Forward?What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...分析記事 • Dec 29Singatron Enterprise (GTSM:6126) Has Gifted Shareholders With A Fantastic 253% Total Return On Their InvestmentThe worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...分析記事 • Dec 11We Think Singatron Enterprise (GTSM:6126) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Nov 23Singatron Enterprise Co., Ltd.'s (GTSM:6126) Recent Stock Performance Looks Decent- Can Strong Fundamentals Be the Reason?Singatron Enterprise's (GTSM:6126) stock up by 6.2% over the past three months. Given its impressive performance, we...Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.57The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$1.07b (up 15% from 3Q 2019). Net income: NT$72.5m (up 25% from 3Q 2019). Profit margin: 6.8% (up from 6.2% 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 28% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Oct 12New 90-day high: NT$25.85The company is up 49% from its price of NT$17.35 on 14 July 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period.決済の安定と成長配当データの取得安定した配当: 6126は 10 年未満配当金を支払っており、この間、支払額は 変動性 が高かった。増加する配当: 6126の配当金は増加していますが、同社は8年間しか配当金を支払っていません。配当利回り対市場Singatron EnterpriseLtd 配当利回り対市場6126 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 (6126)2.3%市場下位25% (TW)1.5%市場トップ25% (TW)5.0%業界平均 (Electronic)1.4%アナリスト予想 (6126) (最長3年)n/a注目すべき配当: 6126の配当金 ( 2.34% ) 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: 6126の配当金 ( 2.34% ) 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: 現在の配当性向（ 82.2% ）では、 6126の支払いは利益によってカバーされています。株主配当金キャッシュフローカバレッジ: 6126は配当金を支払っていますが、同社にはフリーキャッシュフローがありません。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2026/05/09 16:24終値2026/05/08 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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Singatron Enterprise 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Alice SuMasterlink Securities Investment Advisory
Upcoming Dividend • Sep 04Upcoming dividend of NT$0.76 per shareEligible shareholders must have bought the stock before 11 September 2025. Payment date: 15 October 2025. Payout ratio is on the higher end at 87% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (2.6%).
Declared Dividend • Aug 16Dividend of NT$0.75 announcedShareholders will receive a dividend of NT$0.75. Ex-date: 11th September 2025 Payment date: 15th October 2025 Dividend yield will be 2.7%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (78% 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 12% per year over the past 7 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 13% to shift the payout ratio to a potentially unsustainable range, which is similar to the EPS decline seen over the last 5 years.
Declared Dividend • Sep 03Dividend reduced to NT$1.08Dividend of NT$1.08 is 9.9% lower than last year. Ex-date: 16th September 2024 Payment date: 21st October 2024 Dividend yield will be 3.3%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 8.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Sep 14Upcoming dividend of NT$1.20 per share at 3.9% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 26 October 2023. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (4.2%).
Upcoming Dividend • Jul 13Upcoming dividend of NT$1.33 per shareEligible shareholders must have bought the stock before 20 July 2022. Payment date: 23 August 2022. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 7.0%. Within top quartile of Taiwanese dividend payers (6.9%). Higher than average of industry peers (5.0%).
Upcoming Dividend • Jul 01Upcoming dividend of NT$1.40 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 06 August 2021. Trailing yield: 5.6%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).
Reported Earnings • May 01First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: NT$1.31b (up 48% from 1Q 2025). Net income: NT$45.0m (up 48% from 1Q 2025). Profit margin: 3.4% (in line with 1Q 2025).
お知らせ • Mar 13Singatron Enterprise Co.,Ltd, Annual General Meeting, Jun 08, 2026Singatron Enterprise Co.,Ltd, Annual General Meeting, Jun 08, 2026. Location: 3 floor no,209, sec.2 chung cheng rd., hukou township, hsinchu county Taiwan
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: NT$0.71 (vs NT$0.98 in FY 2024)Full year 2025 results: EPS: NT$0.71 (down from NT$0.98 in FY 2024). Revenue: NT$3.90b (up 7.4% from FY 2024). Net income: NT$90.1m (down 27% from FY 2024). Profit margin: 2.3% (down from 3.4% 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 30% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$31.30, the stock trades at a trailing P/E ratio of 34.1x. Average trailing P/E is 25x in the Electronic industry in Taiwan. Total returns to shareholders of 54% over the past three years.
New Risk • Feb 19New 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 6.9% 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 Earnings have declined by 17% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.9% average weekly change).
Valuation Update With 7 Day Price Move • Oct 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$31.95, the stock trades at a trailing P/E ratio of 36.7x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 75% over the past three years.
Upcoming Dividend • Sep 04Upcoming dividend of NT$0.76 per shareEligible shareholders must have bought the stock before 11 September 2025. Payment date: 15 October 2025. Payout ratio is on the higher end at 87% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (2.6%).
Declared Dividend • Aug 16Dividend of NT$0.75 announcedShareholders will receive a dividend of NT$0.75. Ex-date: 11th September 2025 Payment date: 15th October 2025 Dividend yield will be 2.7%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (78% 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 12% per year over the past 7 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 13% to shift the payout ratio to a potentially unsustainable range, which is similar to the EPS decline seen over the last 5 years.
Reported Earnings • Aug 12Second quarter 2025 earnings released: EPS: NT$0.22 (vs NT$0.34 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.22 (down from NT$0.34 in 2Q 2024). Revenue: NT$1.04b (up 7.9% from 2Q 2024). Net income: NT$27.7m (down 30% from 2Q 2024). Profit margin: 2.7% (down from 4.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Board Change • Jul 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director Yi-Chun Kan was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 05Singatron Enterprise Co.,Ltd Approves Board ElectionsSingatron Enterprise Co.,Ltd at its shareholders' meeting held on June 4, 2025, approved election of the Company's directors (including 4 independent directors). Directors: Representative of Kan Shi Investment Co.,Ltd.:Kan,Hsin-Nan, Representative of Dong Yi Enterprise Management Co.,Ltd.: Peng,Peng-Huang, Representative of Zhen Chun Investment Co.,Ltd.:Perng,Gwo-Ming, and Representative of Kan Shi Investment Co.,Ltd.:Kan,Yi-Chun. Independent Directors: Chen,Hui-Chou, Huang,Kung-Chien, Ku,Ying-Chun, and Hsieh,Hsueh-Yuan.
Reported Earnings • May 04First quarter 2025 earnings released: EPS: NT$0.24 (vs NT$0.26 in 1Q 2024)First quarter 2025 results: EPS: NT$0.24 (down from NT$0.26 in 1Q 2024). Revenue: NT$886.5m (up 6.8% from 1Q 2024). Net income: NT$30.4m (down 1.3% from 1Q 2024). Profit margin: 3.4% (down from 3.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
New Risk • May 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.4% Last year net profit margin: 5.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.0% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (105% payout ratio). Profit margins are more than 30% lower than last year (3.4% net profit margin). Market cap is less than US$100m (NT$3.04b market cap, or US$94.5m).
お知らせ • Apr 22Singatron Enterprise Co.,Ltd to Report Q1, 2025 Results on Apr 29, 2025Singatron Enterprise Co.,Ltd announced that they will report Q1, 2025 results on Apr 29, 2025
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$20.70, the stock trades at a trailing P/E ratio of 20.7x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total loss to shareholders of 3.7% over the past three years.
New Risk • Mar 31New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.24b (US$97.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.0% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (105% payout ratio). Market cap is less than US$100m (NT$3.24b market cap, or US$97.5m).
お知らせ • Mar 10Singatron Enterprise Co.,Ltd, Annual General Meeting, Jun 04, 2025Singatron Enterprise Co.,Ltd, Annual General Meeting, Jun 04, 2025. Location: 3 floor no,209, sec.2 chung cheng rd., hukou township, hsinchu county Taiwan
お知らせ • Mar 01Singatron Enterprise Co.,Ltd to Report Fiscal Year 2025 Results on Mar 07, 2025Singatron Enterprise Co.,Ltd announced that they will report fiscal year 2025 results on Mar 07, 2025
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$0.16 (vs NT$0.43 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.16 (down from NT$0.43 in 3Q 2023). Revenue: NT$979.2m (up 3.6% from 3Q 2023). Net income: NT$20.3m (down 60% from 3Q 2023). Profit margin: 2.1% (down from 5.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Oct 30Singatron Enterprise Co.,Ltd to Report Q3, 2024 Results on Oct 30, 2024Singatron Enterprise Co.,Ltd announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Oct 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$34.15, the stock trades at a trailing P/E ratio of 27.1x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 55% over the past three years.
Declared Dividend • Sep 03Dividend reduced to NT$1.08Dividend of NT$1.08 is 9.9% lower than last year. Ex-date: 16th September 2024 Payment date: 21st October 2024 Dividend yield will be 3.3%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 8.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.34 (vs NT$0.37 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.34 (down from NT$0.37 in 2Q 2023). Revenue: NT$962.1m (up 9.4% from 2Q 2023). Net income: NT$39.8m (down 7.8% from 2Q 2023). Profit margin: 4.1% (down from 4.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
New Risk • Aug 07New 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 7.3% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change). Shareholders have been diluted in the past year (7.3% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to NT$31.10, the stock trades at a trailing P/E ratio of 24.1x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 44% over the past three years.
お知らせ • Aug 06Singatron Enterprise Co.,Ltd to Report Q2, 2024 Results on Aug 13, 2024Singatron Enterprise Co.,Ltd announced that they will report Q2, 2024 results on Aug 13, 2024
Buy Or Sell Opportunity • Jul 23Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to NT$37.80. The fair value is estimated to be NT$29.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.8% over the last 3 years. Earnings per share has declined by 12%.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$40.35, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 26x in the Electronic industry in Taiwan. Total returns to shareholders of 90% over the past three years.
Buy Or Sell Opportunity • Jul 01Now 21% overvaluedOver the last 90 days, the stock has fallen 4.3% to NT$35.25. The fair value is estimated to be NT$29.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.8% over the last 3 years. Earnings per share has declined by 12%.
New Risk • Jun 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.3% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (7.3% increase in shares outstanding).
Buy Or Sell Opportunity • May 30Now 21% overvaluedOver the last 90 days, the stock has fallen 1.8% to NT$37.40. The fair value is estimated to be NT$30.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.8% over the last 3 years. Earnings per share has declined by 12%.
Reported Earnings • May 12First quarter 2024 earnings released: EPS: NT$0.26 (vs NT$0.40 in 1Q 2023)First quarter 2024 results: EPS: NT$0.26 (down from NT$0.40 in 1Q 2023). Revenue: NT$829.7m (flat on 1Q 2023). Net income: NT$30.8m (down 34% from 1Q 2023). Profit margin: 3.7% (down from 5.6% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Apr 20Now 21% undervaluedOver the last 90 days, the stock has risen 4.6% to NT$32.05. The fair value is estimated to be NT$40.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.6% over the last 3 years. Earnings per share has declined by 9.6%.
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: NT$1.52 (vs NT$1.85 in FY 2022)Full year 2023 results: EPS: NT$1.52 (down from NT$1.85 in FY 2022). Revenue: NT$3.45b (down 11% from FY 2022). Net income: NT$177.8m (down 20% from FY 2022). Profit margin: 5.2% (down from 5.7% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Mar 14Singatron Enterprise Co.,Ltd, Annual General Meeting, Jun 07, 2024Singatron Enterprise Co.,Ltd, Annual General Meeting, Jun 07, 2024. Location: No. 209, Section 2, Zhongzheng Road, Hukou Township Hsinchu County Taiwan Agenda: To consider and approve the 2023 business report of the Company; to consider and approve the Audit Committee review of the Company's final accounting reports for 2023; to consider and approve the report on the distribution of profit-sharing remuneration to employees and of the Company for 2023; and to consider and approve the other matters of business.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$33.85, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 35% over the past three years.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$35.10, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 38% over the past three years.
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: NT$0.44 (vs NT$0.51 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.44 (down from NT$0.51 in 3Q 2022). Revenue: NT$945.3m (down 10% from 3Q 2022). Net income: NT$51.0m (down 16% from 3Q 2022). Profit margin: 5.4% (down from 5.8% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
New Risk • Oct 06New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.15b (US$98.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (NT$3.15b market cap, or US$98.2m).
Upcoming Dividend • Sep 14Upcoming dividend of NT$1.20 per share at 3.9% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 26 October 2023. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (4.2%).
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$0.37 (vs NT$0.55 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.37 (down from NT$0.55 in 2Q 2022). Revenue: NT$879.2m (down 9.1% from 2Q 2022). Net income: NT$43.1m (down 35% from 2Q 2022). Profit margin: 4.9% (down from 6.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Reported Earnings • May 15First quarter 2023 earnings released: EPS: NT$0.40 (vs NT$0.46 in 1Q 2022)First quarter 2023 results: EPS: NT$0.40 (down from NT$0.46 in 1Q 2022). Revenue: NT$822.1m (down 18% from 1Q 2022). Net income: NT$46.4m (down 17% from 1Q 2022). Profit margin: 5.6% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 12Full year 2022 earnings released: EPS: NT$1.85 (vs NT$1.97 in FY 2021)Full year 2022 results: EPS: NT$1.85 (down from NT$1.97 in FY 2021). Revenue: NT$3.89b (down 7.0% from FY 2021). Net income: NT$222.5m (down 9.8% from FY 2021). Profit margin: 5.7% (down from 5.9% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 06Third quarter 2022 earnings released: EPS: NT$0.51 (vs NT$0.59 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.51 (down from NT$0.59 in 3Q 2021). Revenue: NT$1.05b (down 1.6% from 3Q 2021). Net income: NT$60.5m (down 18% from 3Q 2021). Profit margin: 5.8% (down from 6.9% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 18% per year and the company’s share price has also increased by 18% per year.
Reported Earnings • Aug 08Second quarter 2022 earnings released: EPS: NT$0.54 (vs NT$0.45 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.54 (up from NT$0.45 in 2Q 2021). Revenue: NT$966.8m (down 5.5% from 2Q 2021). Net income: NT$66.6m (up 17% from 2Q 2021). Profit margin: 6.9% (up from 5.5% 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 24% per year whereas the company’s share price has increased by 27% per year.
Upcoming Dividend • Jul 13Upcoming dividend of NT$1.33 per shareEligible shareholders must have bought the stock before 20 July 2022. Payment date: 23 August 2022. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 7.0%. Within top quartile of Taiwanese dividend payers (6.9%). Higher than average of industry peers (5.0%).
Buying Opportunity • Jun 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.6%. The fair value is estimated to be NT$30.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 27%.
Reported Earnings • May 08First quarter 2022 earnings released: EPS: NT$0.46 (vs NT$0.40 in 1Q 2021)First quarter 2022 results: EPS: NT$0.46 (up from NT$0.40 in 1Q 2021). Revenue: NT$1.00b (down 4.0% from 1Q 2021). Net income: NT$56.2m (up 11% from 1Q 2021). Profit margin: 5.6% (up from 4.9% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 28% per year.
Reported Earnings • Mar 07Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: NT$1.97 (down from NT$2.02 in FY 2020). Revenue: NT$4.18b (up 10% from FY 2020). Net income: NT$246.8m (down 4.5% from FY 2020). Profit margin: 5.9% (down from 6.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 1.3%, compared to a 9.1% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 35% per year.
Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$0.58 (vs NT$0.57 in 3Q 2020)The company reported a solid third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: NT$1.07b (flat on 3Q 2020). Net income: NT$73.6m (up 1.5% from 3Q 2020). Profit margin: 6.9% (up from 6.8% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 41% per year.
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$28.20, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 218% over the past three years.
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$28.85, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 154% over the past three years.
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$26.00, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 129% over the past three years.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$0.45 (vs NT$0.74 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$1.02b (down 3.5% from 2Q 2020). Net income: NT$56.8m (down 39% from 2Q 2020). Profit margin: 5.5% (down from 8.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 01Upcoming dividend of NT$1.40 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 06 August 2021. Trailing yield: 5.6%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).
Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$23.70, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 140% over the past three years.
Reported Earnings • May 08First quarter 2021 earnings released: EPS NT$0.40 (vs NT$0.22 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$1.04b (up 71% from 1Q 2020). Net income: NT$50.6m (up 73% from 1Q 2020). Profit margin: 4.9% (up from 4.8% 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 56% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 22We Like These Underlying Return On Capital Trends At Singatron EnterpriseLtd (GTSM:6126)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
分析記事 • Mar 16Singatron Enterprise (GTSM:6126) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Mar 13Full year 2020 earnings released: EPS NT$2.02 (vs NT$1.22 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$3.80b (up 15% from FY 2019). Net income: NT$258.5m (up 56% from FY 2019). Profit margin: 6.8% (up from 5.0% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 23Is Singatron Enterprise Co., Ltd.'s (GTSM:6126) Latest Stock Performance A Reflection Of Its Financial Health?Most readers would already be aware that Singatron Enterprise's (GTSM:6126) stock increased significantly by 32% over...
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$30.05, the stock is trading at a trailing P/E ratio of 16.2x, up from the previous P/E ratio of 13.8x. This compares to an average P/E of 19x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 162%.
Is New 90 Day High Low • Feb 20New 90-day high: NT$27.35The company is up 19% from its price of NT$23.05 on 20 November 2020. The Taiwanese market is also up 19% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Electronic industry, which is up 24% over the same period.
分析記事 • Feb 04Singatron Enterprise Co., Ltd.'s (GTSM:6126) Attractive Combination: Does It Earn A Place In Your Dividend Portfolio?Could Singatron Enterprise Co., Ltd. ( GTSM:6126 ) be an attractive dividend share to own for the long haul? Investors...
Is New 90 Day High Low • Jan 26New 90-day high: NT$26.10The company is up 12% from its price of NT$23.25 on 29 October 2020. The Taiwanese market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 28% over the same period.
分析記事 • Jan 18What Do The Returns At Singatron Enterprise (GTSM:6126) Mean Going Forward?What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
分析記事 • Dec 29Singatron Enterprise (GTSM:6126) Has Gifted Shareholders With A Fantastic 253% Total Return On Their InvestmentThe worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...
分析記事 • Dec 11We Think Singatron Enterprise (GTSM:6126) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Nov 23Singatron Enterprise Co., Ltd.'s (GTSM:6126) Recent Stock Performance Looks Decent- Can Strong Fundamentals Be the Reason?Singatron Enterprise's (GTSM:6126) stock up by 6.2% over the past three months. Given its impressive performance, we...
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.57The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$1.07b (up 15% from 3Q 2019). Net income: NT$72.5m (up 25% from 3Q 2019). Profit margin: 6.8% (up from 6.2% 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 28% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Oct 12New 90-day high: NT$25.85The company is up 49% from its price of NT$17.35 on 14 July 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period.