View Financial HealthYFC-Boneagle Electric 配当と自社株買い配当金 基準チェック /26YFC-Boneagle Electric配当を支払う会社であり、現在の利回りは2.29%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n/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長-5.4%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89%最近の配当と自社株買いの更新Upcoming Dividend • Jul 30Upcoming dividend of NT$0.70 per shareEligible shareholders must have bought the stock before 06 August 2025. Payment date: 05 September 2025. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.2%).Upcoming Dividend • Jul 11Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 18 July 2024. Payment date: 20 August 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.4%).Declared Dividend • Jun 20Dividend of NT$0.80 announcedShareholders will receive a dividend of NT$0.80. Ex-date: 18th July 2024 Payment date: 20th August 2024 Dividend yield will be 3.3%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having 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 3.0% per year over the past 9 years. However, payments have been volatile during that time.お知らせ • Jun 19YFC-Boneagle Electric Co., Ltd Approves the Dividend Distribution, Payable on August 20, 2024YFC-Boneagle Electric Co., Ltd. at its shareholders meeting held on June 18, 2024, approved the amount of dividend distribution of TWD 117,170,112, and pay TWD 0.80 per share. Ex-rights (Ex-dividend) record date is July 26, 2024 and Payment date of cash dividend distribution is August 20, 2024.Upcoming Dividend • Jul 03Upcoming dividend of NT$3.00 per share at 11% yieldEligible shareholders must have bought the stock before 10 July 2023. Payment date: 10 August 2023. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.2%).Upcoming Dividend • Jul 04Upcoming dividend of NT$0.13 per shareEligible shareholders must have bought the stock before 11 July 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (6.7%). Lower than average of industry peers (3.4%).すべての更新を表示Recent updatesReported Earnings • May 16First quarter 2026 earnings released: NT$0.32 loss per share (vs NT$0.30 loss in 1Q 2025)First quarter 2026 results: NT$0.32 loss per share (further deteriorated from NT$0.30 loss in 1Q 2025). Revenue: NT$2.11b (down 7.7% from 1Q 2025). Net loss: NT$46.5m (loss widened 7.2% from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.お知らせ • Mar 16YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 09, 2026YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 09, 2026. Location: 4 floor no,370, chung shan rd., sinwu district, taoyuan city TaiwanReported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$0.81 (vs NT$0.93 in FY 2024)Full year 2025 results: EPS: NT$0.81 (down from NT$0.93 in FY 2024). Revenue: NT$8.36b (down 17% from FY 2024). Net income: NT$118.5m (down 13% from FY 2024). Profit margin: 1.4% (up from 1.3% in FY 2024). The increase in margin was driven by lower 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 12% per year, which means it is well ahead of earnings.お知らせ • Mar 06YFC-Boneagle Electric Co., Ltd. to Report Fiscal Year 2025 Results on Mar 13, 2026YFC-Boneagle Electric Co., Ltd. announced that they will report fiscal year 2025 results on Mar 13, 2026Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$36.90, the stock trades at a trailing P/E ratio of 47x. Average trailing P/E is 28x in the Communications industry in Taiwan. Total returns to shareholders of 58% over the past three years.Board Change • Feb 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Hui-Mei Wen was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$25.25, the stock trades at a trailing P/E ratio of 32.2x. Average trailing P/E is 23x in the Communications industry in Taiwan. Total returns to shareholders of 14% over the past three years.Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$0.84 (vs NT$1.12 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.84 (down from NT$1.12 in 3Q 2024). Revenue: NT$1.88b (down 38% from 3Q 2024). Net income: NT$122.5m (down 26% from 3Q 2024). Profit margin: 6.5% (up from 5.4% in 3Q 2024). 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 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 17Second quarter 2025 earnings released: NT$0.09 loss per share (vs NT$0.47 profit in 2Q 2024)Second quarter 2025 results: NT$0.09 loss per share (down from NT$0.47 profit in 2Q 2024). Revenue: NT$2.00b (down 19% from 2Q 2024). Net loss: NT$12.8m (down 119% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to NT$17.15, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total loss to shareholders of 30% over the past three years.Upcoming Dividend • Jul 30Upcoming dividend of NT$0.70 per shareEligible shareholders must have bought the stock before 06 August 2025. Payment date: 05 September 2025. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.2%).お知らせ • Jun 21+ 2 more updatesYfc-Boneagle Electric Co., Ltd. Announces Composition of the Audit CommitteeYFC-Boneagle Electric Co., Ltd. on June 20, 2025, the composition of the Audit Committee was changed due to the expiration of the term of its previous members. The outgoing members—Han-Tzong Lee, Chao-Ting Chen, and Tzeng-Show Ling—had each served as Independent Directors of YFC-Boneagle Electric Co., Ltd. during their tenure on the committee. Following the expiration of their term, new appointments were made. The newly appointed members of the Audit Committee are Chao-Ting Chen, who continues in his role as an Independent Director of YFC-Boneagle Electric Co., Ltd.; Hui-Mei Wen, Corporate Attorney at Prospect Hospitality Co., Ltd.; and Min-Jen Yuan, General Manager of Huaxin Tonglin Business Management Consulting Co., Ltd. The original term of the previous committee members spanned from June 21, 2022, to June 20, 2025. The new appointments became effective as of June 20, 2025.Reported Earnings • May 15First quarter 2025 earnings released: NT$0.30 loss per share (vs NT$1.00 loss in 1Q 2024)First quarter 2025 results: NT$0.30 loss per share (improved from NT$1.00 loss in 1Q 2024). Revenue: NT$2.29b (up 2.3% from 1Q 2024). Net loss: NT$43.4m (loss narrowed 70% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 56% 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.お知らせ • May 01YFC-Boneagle Electric Co., Ltd. to Report Q1, 2025 Results on May 07, 2025YFC-Boneagle Electric Co., Ltd. announced that they will report Q1, 2025 results on May 07, 2025Buy Or Sell Opportunity • Apr 10Now 28% overvaluedOver the last 90 days, the stock has fallen 19% to NT$19.80. The fair value is estimated to be NT$15.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.8% over the last 3 years. Meanwhile, the company became loss making.New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.15b (US$95.3m) 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 Risks Debt is not well covered by operating cash flow (3.1% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 24% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$3.15b market cap, or US$95.3m).お知らせ • Mar 17YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 20, 2025YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 20, 2025. Location: 4 floor no,370, chung shan rd., sinwu district, taoyuan city TaiwanReported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$1.12 (vs NT$0.27 loss in 3Q 2023)Third quarter 2024 results: EPS: NT$1.12 (up from NT$0.27 loss in 3Q 2023). Revenue: NT$3.03b (up 14% from 3Q 2023). Net income: NT$164.7m (up NT$203.1m from 3Q 2023). Profit margin: 5.4% (up from net loss in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Nov 02YFC-Boneagle Electric Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024YFC-Boneagle Electric Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: NT$0.47 (vs NT$0.76 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.47 (down from NT$0.76 in 2Q 2023). Revenue: NT$2.47b (down 9.6% from 2Q 2023). Net income: NT$69.0m (down 38% from 2Q 2023). Profit margin: 2.8% (down from 4.1% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.New Risk • Aug 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.27b (US$99.6m) 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 Risks Debt is not well covered by operating cash flow (5.2% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 14% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$3.27b market cap, or US$99.6m).お知らせ • Aug 02YFC-Boneagle Electric Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024YFC-Boneagle Electric Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024Upcoming Dividend • Jul 11Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 18 July 2024. Payment date: 20 August 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.4%).Declared Dividend • Jun 20Dividend of NT$0.80 announcedShareholders will receive a dividend of NT$0.80. Ex-date: 18th July 2024 Payment date: 20th August 2024 Dividend yield will be 3.3%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having 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 3.0% per year over the past 9 years. However, payments have been volatile during that time.お知らせ • Jun 19YFC-Boneagle Electric Co., Ltd Approves the Dividend Distribution, Payable on August 20, 2024YFC-Boneagle Electric Co., Ltd. at its shareholders meeting held on June 18, 2024, approved the amount of dividend distribution of TWD 117,170,112, and pay TWD 0.80 per share. Ex-rights (Ex-dividend) record date is July 26, 2024 and Payment date of cash dividend distribution is August 20, 2024.Reported Earnings • May 21First quarter 2024 earnings released: NT$1.00 loss per share (vs NT$1.60 loss in 1Q 2023)First quarter 2024 results: NT$1.00 loss per share (improved from NT$1.60 loss in 1Q 2023). Revenue: NT$2.23b (up 14% from 1Q 2023). Net loss: NT$146.4m (loss narrowed 37% from 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • May 02YFC-Boneagle Electric Co., Ltd. to Report Q1, 2024 Results on May 07, 2024YFC-Boneagle Electric Co., Ltd. announced that they will report Q1, 2024 results on May 07, 2024New Risk • Mar 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 10% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Dividend per share is over 5x cash flows per share. Earnings have declined by 6.3% per year over the past 5 years.お知らせ • Mar 16YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 18, 2024YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 18, 2024. Location: 4F., No. 370, Zhongshan Rd., Xinwu Dist., Taoyuan City 327, Taiwan (Xinwu Women Center) Taoayun Taiwan Agenda: To consider Overview of operation status and 2023 Business Report; To consider Audit Committees Review Report of 2023 Financial Statements; To consider The status of Distribution of Profits in Cash Dividends in 2023; To consider Report on the Cost-Benefit Analysis of acquisition of Monoprice Holdings.お知らせ • Nov 13YFC-Boneagle Electric Co., Ltd. Announces Appointment of Anderson Huang as Chief Information Security OfficerYFC-Boneagle Electric Co., Ltd. announced appointment of Anderson Huang/IT Director as Chief Information Security Officer. Type of change is New replacement. Effective date:2023/11/10.Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: NT$0.76 (vs NT$0.68 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.76 (up from NT$0.68 in 2Q 2022). Revenue: NT$2.73b (down 14% from 2Q 2022). Net income: NT$110.6m (up 24% from 2Q 2022). Profit margin: 4.1% (up from 2.8% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$23.85, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 21x in the Communications industry in Taiwan. Total returns to shareholders of 41% over the past three years.New Risk • Jul 10New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 51% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (51% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Shareholders have been diluted in the past year (9.8% increase in shares outstanding).Upcoming Dividend • Jul 03Upcoming dividend of NT$3.00 per share at 11% yieldEligible shareholders must have bought the stock before 10 July 2023. Payment date: 10 August 2023. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.2%).Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$8.30 (vs NT$0.44 in 3Q 2021)Third quarter 2022 results: EPS: NT$8.30 (up from NT$0.44 in 3Q 2021). Revenue: NT$3.17b (down 5.0% from 3Q 2021). Net income: NT$1.16b (up NT$1.10b from 3Q 2021). Profit margin: 36% (up from 1.7% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$8.30 (vs NT$0.44 in 3Q 2021)Third quarter 2022 results: EPS: NT$8.30 (up from NT$0.44 in 3Q 2021). Revenue: NT$3.17b (down 5.0% from 3Q 2021). Net income: NT$1.16b (up NT$1.10b from 3Q 2021). Profit margin: 36% (up from 1.7% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$28.00, the stock trades at a trailing P/E ratio of 35.8x. Average trailing P/E is 18x in the Communications industry in Taiwan. Total returns to shareholders of 12% over the past three years.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to NT$23.80, the stock trades at a trailing P/E ratio of 30.4x. Average trailing P/E is 18x in the Communications industry in Taiwan. Total loss to shareholders of 1.1% over the past three years.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$29.75, the stock trades at a trailing P/E ratio of 38x. Average trailing P/E is 18x in the Communications industry in Taiwan. Total returns to shareholders of 22% over the past three years.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$33.55, the stock trades at a trailing P/E ratio of 42.9x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 36% over the past three years.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.68 (vs NT$0.48 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.68 (up from NT$0.48 in 2Q 2021). Revenue: NT$3.16b (up 6.1% from 2Q 2021). Net income: NT$89.2m (up 40% from 2Q 2021). Profit margin: 2.8% (up from 2.1% in 2Q 2021). 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 1% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$28.50, the stock trades at a trailing P/E ratio of 48.4x. Average trailing P/E is 19x in the Communications industry in Taiwan. Total returns to shareholders of 12% over the past three years.Upcoming Dividend • Jul 04Upcoming dividend of NT$0.13 per shareEligible shareholders must have bought the stock before 11 July 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (6.7%). Lower than average of industry peers (3.4%).Reported Earnings • May 17First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: NT$0.15 loss per share (down from NT$0.026 profit in 1Q 2021). Revenue: NT$2.92b (up 10% from 1Q 2021). Net loss: NT$19.3m (down NT$22.7m from profit in 1Q 2021). Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) were also behind analyst expectations. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Apr 02YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 21, 2022YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 21, 2022.Reported Earnings • Apr 02Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$0.76 (down from NT$2.40 in FY 2020). Revenue: NT$12.4b (up 8.8% from FY 2020). Net income: NT$100.4m (down 67% from FY 2020). Profit margin: 0.8% (down from 2.7% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) also missed analyst estimates by 42%. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.44 (vs NT$1.30 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$3.34b (down 3.1% from 3Q 2020). Net income: NT$57.8m (down 65% from 3Q 2020). Profit margin: 1.7% (down from 4.8% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.48 (vs NT$0.85 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$2.98b (up 4.3% from 2Q 2020). Net income: NT$63.5m (down 40% from 2Q 2020). Profit margin: 2.1% (down from 3.7% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Aug 05Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 12 August 2021. Payment date: 10 September 2021. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (2.9%).Reported Earnings • Jun 11First quarter 2021 earnings released: EPS NT$0.026 (vs NT$0.016 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: NT$2.65b (up 19% from 1Q 2020). Net income: NT$3.39m (up 70% from 1Q 2020). Profit margin: 0.1% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 16% per year.Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$0.03 (vs NT$0.016 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: NT$2.65b (up 19% from 1Q 2020). Net income: NT$3.39m (up 70% from 1Q 2020). Profit margin: 0.1% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 14% per year.Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$22.95, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total loss to shareholders of 26% over the past three years.Reported Earnings • Apr 02Full year 2020 earnings released: EPS NT$2.40 (vs NT$1.38 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$11.4b (down 1.2% from FY 2019). Net income: NT$304.8m (up 77% from FY 2019). Profit margin: 2.7% (up from 1.5% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.分析記事 • Mar 31Should YFC-Boneagle Electric Co., Ltd. (GTSM:6220) Be Part Of Your Dividend Portfolio?Is YFC-Boneagle Electric Co., Ltd. ( GTSM:6220 ) a good dividend stock? How can we tell? Dividend paying companies with...Is New 90 Day High Low • Mar 11New 90-day high: NT$29.05The company is up 7.0% from its price of NT$27.10 on 11 December 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is up 2.0% over the same period.分析記事 • Mar 02Shareholders Of YFC-Boneagle Electric (GTSM:6220) Must Be Happy With Their 130% Total ReturnThe main point of investing for the long term is to make money. But more than that, you probably want to see it rise...分析記事 • Feb 11YFC-Boneagle Electric (GTSM:6220) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Jan 29New 90-day low: NT$24.40The company is down 2.0% from its price of NT$24.95 on 30 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 21% over the same period.分析記事 • Jan 27We Like These Underlying Trends At YFC-Boneagle Electric (GTSM:6220)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 • Jan 12Taking A Look At YFC-Boneagle Electric Co., Ltd.'s (GTSM:6220) ROEMany investors are still learning about the various metrics that can be useful when analysing a stock. This article is...分析記事 • Dec 28Is YFC-Boneagle Electric Co., Ltd.'s (GTSM:6220) 3.1% Dividend Worth Your Time?Today we'll take a closer look at YFC-Boneagle Electric Co., Ltd. ( GTSM:6220 ) from a dividend investor's perspective...分析記事 • Dec 11Are YFC-Boneagle Electric's (GTSM:6220) Statutory Earnings A Good Guide To Its Underlying Profitability?As a general rule, we think profitable companies are less risky than companies that lose money. However, sometimes...分析記事 • Nov 26Shareholders Of YFC-Boneagle Electric (GTSM:6220) Must Be Happy With Their 137% Total ReturnGenerally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$1.30The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$3.45b (down 1.7% from 3Q 2019). Net income: NT$164.7m (up 70% from 3Q 2019). Profit margin: 4.8% (up from 2.8% 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 26% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Sep 21YFC-Boneagle Electric Co., Ltd.(GTSM:6220) dropped from S&P Global BMI IndexYFC-Boneagle Electric Co., Ltd.(GTSM:6220) dropped from S&P Global BMI Index決済の安定と成長配当データの取得安定した配当: 6220の配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 6220の配当金支払額は過去10年間減少しています。配当利回り対市場YFC-Boneagle Electric 配当利回り対市場6220 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 (6220)2.3%市場下位25% (TW)1.5%市場トップ25% (TW)5.1%業界平均 (Communications)0.9%アナリスト予想 (6220) (最長3年)n/a注目すべき配当: 6220の配当金 ( 2.29% ) 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: 6220の配当金 ( 2.29% ) はTW市場の配当金支払者の上位 25% ( 5.06% ) 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（ 88.8% ）では、 6220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: 6220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2026/05/21 13:48終値2026/05/21 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YFC-Boneagle Electric 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。2 アナリスト機関MingXiang ChangKGI Securities Co. Ltd.Liren LiangMasterlink Securities Investment Advisory
Upcoming Dividend • Jul 30Upcoming dividend of NT$0.70 per shareEligible shareholders must have bought the stock before 06 August 2025. Payment date: 05 September 2025. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.2%).
Upcoming Dividend • Jul 11Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 18 July 2024. Payment date: 20 August 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.4%).
Declared Dividend • Jun 20Dividend of NT$0.80 announcedShareholders will receive a dividend of NT$0.80. Ex-date: 18th July 2024 Payment date: 20th August 2024 Dividend yield will be 3.3%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having 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 3.0% per year over the past 9 years. However, payments have been volatile during that time.
お知らせ • Jun 19YFC-Boneagle Electric Co., Ltd Approves the Dividend Distribution, Payable on August 20, 2024YFC-Boneagle Electric Co., Ltd. at its shareholders meeting held on June 18, 2024, approved the amount of dividend distribution of TWD 117,170,112, and pay TWD 0.80 per share. Ex-rights (Ex-dividend) record date is July 26, 2024 and Payment date of cash dividend distribution is August 20, 2024.
Upcoming Dividend • Jul 03Upcoming dividend of NT$3.00 per share at 11% yieldEligible shareholders must have bought the stock before 10 July 2023. Payment date: 10 August 2023. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.2%).
Upcoming Dividend • Jul 04Upcoming dividend of NT$0.13 per shareEligible shareholders must have bought the stock before 11 July 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (6.7%). Lower than average of industry peers (3.4%).
Reported Earnings • May 16First quarter 2026 earnings released: NT$0.32 loss per share (vs NT$0.30 loss in 1Q 2025)First quarter 2026 results: NT$0.32 loss per share (further deteriorated from NT$0.30 loss in 1Q 2025). Revenue: NT$2.11b (down 7.7% from 1Q 2025). Net loss: NT$46.5m (loss widened 7.2% from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Mar 16YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 09, 2026YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 09, 2026. Location: 4 floor no,370, chung shan rd., sinwu district, taoyuan city Taiwan
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$0.81 (vs NT$0.93 in FY 2024)Full year 2025 results: EPS: NT$0.81 (down from NT$0.93 in FY 2024). Revenue: NT$8.36b (down 17% from FY 2024). Net income: NT$118.5m (down 13% from FY 2024). Profit margin: 1.4% (up from 1.3% in FY 2024). The increase in margin was driven by lower 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 12% per year, which means it is well ahead of earnings.
お知らせ • Mar 06YFC-Boneagle Electric Co., Ltd. to Report Fiscal Year 2025 Results on Mar 13, 2026YFC-Boneagle Electric Co., Ltd. announced that they will report fiscal year 2025 results on Mar 13, 2026
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$36.90, the stock trades at a trailing P/E ratio of 47x. Average trailing P/E is 28x in the Communications industry in Taiwan. Total returns to shareholders of 58% over the past three years.
Board Change • Feb 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Hui-Mei Wen was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$25.25, the stock trades at a trailing P/E ratio of 32.2x. Average trailing P/E is 23x in the Communications industry in Taiwan. Total returns to shareholders of 14% over the past three years.
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$0.84 (vs NT$1.12 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.84 (down from NT$1.12 in 3Q 2024). Revenue: NT$1.88b (down 38% from 3Q 2024). Net income: NT$122.5m (down 26% from 3Q 2024). Profit margin: 6.5% (up from 5.4% in 3Q 2024). 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 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 17Second quarter 2025 earnings released: NT$0.09 loss per share (vs NT$0.47 profit in 2Q 2024)Second quarter 2025 results: NT$0.09 loss per share (down from NT$0.47 profit in 2Q 2024). Revenue: NT$2.00b (down 19% from 2Q 2024). Net loss: NT$12.8m (down 119% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to NT$17.15, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total loss to shareholders of 30% over the past three years.
Upcoming Dividend • Jul 30Upcoming dividend of NT$0.70 per shareEligible shareholders must have bought the stock before 06 August 2025. Payment date: 05 September 2025. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.2%).
お知らせ • Jun 21+ 2 more updatesYfc-Boneagle Electric Co., Ltd. Announces Composition of the Audit CommitteeYFC-Boneagle Electric Co., Ltd. on June 20, 2025, the composition of the Audit Committee was changed due to the expiration of the term of its previous members. The outgoing members—Han-Tzong Lee, Chao-Ting Chen, and Tzeng-Show Ling—had each served as Independent Directors of YFC-Boneagle Electric Co., Ltd. during their tenure on the committee. Following the expiration of their term, new appointments were made. The newly appointed members of the Audit Committee are Chao-Ting Chen, who continues in his role as an Independent Director of YFC-Boneagle Electric Co., Ltd.; Hui-Mei Wen, Corporate Attorney at Prospect Hospitality Co., Ltd.; and Min-Jen Yuan, General Manager of Huaxin Tonglin Business Management Consulting Co., Ltd. The original term of the previous committee members spanned from June 21, 2022, to June 20, 2025. The new appointments became effective as of June 20, 2025.
Reported Earnings • May 15First quarter 2025 earnings released: NT$0.30 loss per share (vs NT$1.00 loss in 1Q 2024)First quarter 2025 results: NT$0.30 loss per share (improved from NT$1.00 loss in 1Q 2024). Revenue: NT$2.29b (up 2.3% from 1Q 2024). Net loss: NT$43.4m (loss narrowed 70% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 56% 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.
お知らせ • May 01YFC-Boneagle Electric Co., Ltd. to Report Q1, 2025 Results on May 07, 2025YFC-Boneagle Electric Co., Ltd. announced that they will report Q1, 2025 results on May 07, 2025
Buy Or Sell Opportunity • Apr 10Now 28% overvaluedOver the last 90 days, the stock has fallen 19% to NT$19.80. The fair value is estimated to be NT$15.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.8% over the last 3 years. Meanwhile, the company became loss making.
New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.15b (US$95.3m) 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 Risks Debt is not well covered by operating cash flow (3.1% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 24% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$3.15b market cap, or US$95.3m).
お知らせ • Mar 17YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 20, 2025YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 20, 2025. Location: 4 floor no,370, chung shan rd., sinwu district, taoyuan city Taiwan
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$1.12 (vs NT$0.27 loss in 3Q 2023)Third quarter 2024 results: EPS: NT$1.12 (up from NT$0.27 loss in 3Q 2023). Revenue: NT$3.03b (up 14% from 3Q 2023). Net income: NT$164.7m (up NT$203.1m from 3Q 2023). Profit margin: 5.4% (up from net loss in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Nov 02YFC-Boneagle Electric Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024YFC-Boneagle Electric Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024
Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: NT$0.47 (vs NT$0.76 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.47 (down from NT$0.76 in 2Q 2023). Revenue: NT$2.47b (down 9.6% from 2Q 2023). Net income: NT$69.0m (down 38% from 2Q 2023). Profit margin: 2.8% (down from 4.1% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
New Risk • Aug 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.27b (US$99.6m) 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 Risks Debt is not well covered by operating cash flow (5.2% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 14% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$3.27b market cap, or US$99.6m).
お知らせ • Aug 02YFC-Boneagle Electric Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024YFC-Boneagle Electric Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024
Upcoming Dividend • Jul 11Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 18 July 2024. Payment date: 20 August 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.4%).
Declared Dividend • Jun 20Dividend of NT$0.80 announcedShareholders will receive a dividend of NT$0.80. Ex-date: 18th July 2024 Payment date: 20th August 2024 Dividend yield will be 3.3%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having 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 3.0% per year over the past 9 years. However, payments have been volatile during that time.
お知らせ • Jun 19YFC-Boneagle Electric Co., Ltd Approves the Dividend Distribution, Payable on August 20, 2024YFC-Boneagle Electric Co., Ltd. at its shareholders meeting held on June 18, 2024, approved the amount of dividend distribution of TWD 117,170,112, and pay TWD 0.80 per share. Ex-rights (Ex-dividend) record date is July 26, 2024 and Payment date of cash dividend distribution is August 20, 2024.
Reported Earnings • May 21First quarter 2024 earnings released: NT$1.00 loss per share (vs NT$1.60 loss in 1Q 2023)First quarter 2024 results: NT$1.00 loss per share (improved from NT$1.60 loss in 1Q 2023). Revenue: NT$2.23b (up 14% from 1Q 2023). Net loss: NT$146.4m (loss narrowed 37% from 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • May 02YFC-Boneagle Electric Co., Ltd. to Report Q1, 2024 Results on May 07, 2024YFC-Boneagle Electric Co., Ltd. announced that they will report Q1, 2024 results on May 07, 2024
New Risk • Mar 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 10% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Dividend per share is over 5x cash flows per share. Earnings have declined by 6.3% per year over the past 5 years.
お知らせ • Mar 16YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 18, 2024YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 18, 2024. Location: 4F., No. 370, Zhongshan Rd., Xinwu Dist., Taoyuan City 327, Taiwan (Xinwu Women Center) Taoayun Taiwan Agenda: To consider Overview of operation status and 2023 Business Report; To consider Audit Committees Review Report of 2023 Financial Statements; To consider The status of Distribution of Profits in Cash Dividends in 2023; To consider Report on the Cost-Benefit Analysis of acquisition of Monoprice Holdings.
お知らせ • Nov 13YFC-Boneagle Electric Co., Ltd. Announces Appointment of Anderson Huang as Chief Information Security OfficerYFC-Boneagle Electric Co., Ltd. announced appointment of Anderson Huang/IT Director as Chief Information Security Officer. Type of change is New replacement. Effective date:2023/11/10.
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: NT$0.76 (vs NT$0.68 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.76 (up from NT$0.68 in 2Q 2022). Revenue: NT$2.73b (down 14% from 2Q 2022). Net income: NT$110.6m (up 24% from 2Q 2022). Profit margin: 4.1% (up from 2.8% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$23.85, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 21x in the Communications industry in Taiwan. Total returns to shareholders of 41% over the past three years.
New Risk • Jul 10New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 51% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (51% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Shareholders have been diluted in the past year (9.8% increase in shares outstanding).
Upcoming Dividend • Jul 03Upcoming dividend of NT$3.00 per share at 11% yieldEligible shareholders must have bought the stock before 10 July 2023. Payment date: 10 August 2023. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.2%).
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$8.30 (vs NT$0.44 in 3Q 2021)Third quarter 2022 results: EPS: NT$8.30 (up from NT$0.44 in 3Q 2021). Revenue: NT$3.17b (down 5.0% from 3Q 2021). Net income: NT$1.16b (up NT$1.10b from 3Q 2021). Profit margin: 36% (up from 1.7% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$8.30 (vs NT$0.44 in 3Q 2021)Third quarter 2022 results: EPS: NT$8.30 (up from NT$0.44 in 3Q 2021). Revenue: NT$3.17b (down 5.0% from 3Q 2021). Net income: NT$1.16b (up NT$1.10b from 3Q 2021). Profit margin: 36% (up from 1.7% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$28.00, the stock trades at a trailing P/E ratio of 35.8x. Average trailing P/E is 18x in the Communications industry in Taiwan. Total returns to shareholders of 12% over the past three years.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to NT$23.80, the stock trades at a trailing P/E ratio of 30.4x. Average trailing P/E is 18x in the Communications industry in Taiwan. Total loss to shareholders of 1.1% over the past three years.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$29.75, the stock trades at a trailing P/E ratio of 38x. Average trailing P/E is 18x in the Communications industry in Taiwan. Total returns to shareholders of 22% over the past three years.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$33.55, the stock trades at a trailing P/E ratio of 42.9x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 36% over the past three years.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.68 (vs NT$0.48 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.68 (up from NT$0.48 in 2Q 2021). Revenue: NT$3.16b (up 6.1% from 2Q 2021). Net income: NT$89.2m (up 40% from 2Q 2021). Profit margin: 2.8% (up from 2.1% in 2Q 2021). 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 1% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$28.50, the stock trades at a trailing P/E ratio of 48.4x. Average trailing P/E is 19x in the Communications industry in Taiwan. Total returns to shareholders of 12% over the past three years.
Upcoming Dividend • Jul 04Upcoming dividend of NT$0.13 per shareEligible shareholders must have bought the stock before 11 July 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (6.7%). Lower than average of industry peers (3.4%).
Reported Earnings • May 17First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: NT$0.15 loss per share (down from NT$0.026 profit in 1Q 2021). Revenue: NT$2.92b (up 10% from 1Q 2021). Net loss: NT$19.3m (down NT$22.7m from profit in 1Q 2021). Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) were also behind analyst expectations. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 02YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 21, 2022YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 21, 2022.
Reported Earnings • Apr 02Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$0.76 (down from NT$2.40 in FY 2020). Revenue: NT$12.4b (up 8.8% from FY 2020). Net income: NT$100.4m (down 67% from FY 2020). Profit margin: 0.8% (down from 2.7% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) also missed analyst estimates by 42%. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.44 (vs NT$1.30 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$3.34b (down 3.1% from 3Q 2020). Net income: NT$57.8m (down 65% from 3Q 2020). Profit margin: 1.7% (down from 4.8% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.48 (vs NT$0.85 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$2.98b (up 4.3% from 2Q 2020). Net income: NT$63.5m (down 40% from 2Q 2020). Profit margin: 2.1% (down from 3.7% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Aug 05Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 12 August 2021. Payment date: 10 September 2021. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (2.9%).
Reported Earnings • Jun 11First quarter 2021 earnings released: EPS NT$0.026 (vs NT$0.016 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: NT$2.65b (up 19% from 1Q 2020). Net income: NT$3.39m (up 70% from 1Q 2020). Profit margin: 0.1% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 16% per year.
Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$0.03 (vs NT$0.016 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: NT$2.65b (up 19% from 1Q 2020). Net income: NT$3.39m (up 70% from 1Q 2020). Profit margin: 0.1% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 14% per year.
Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$22.95, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total loss to shareholders of 26% over the past three years.
Reported Earnings • Apr 02Full year 2020 earnings released: EPS NT$2.40 (vs NT$1.38 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$11.4b (down 1.2% from FY 2019). Net income: NT$304.8m (up 77% from FY 2019). Profit margin: 2.7% (up from 1.5% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 31Should YFC-Boneagle Electric Co., Ltd. (GTSM:6220) Be Part Of Your Dividend Portfolio?Is YFC-Boneagle Electric Co., Ltd. ( GTSM:6220 ) a good dividend stock? How can we tell? Dividend paying companies with...
Is New 90 Day High Low • Mar 11New 90-day high: NT$29.05The company is up 7.0% from its price of NT$27.10 on 11 December 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is up 2.0% over the same period.
分析記事 • Mar 02Shareholders Of YFC-Boneagle Electric (GTSM:6220) Must Be Happy With Their 130% Total ReturnThe main point of investing for the long term is to make money. But more than that, you probably want to see it rise...
分析記事 • Feb 11YFC-Boneagle Electric (GTSM:6220) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Jan 29New 90-day low: NT$24.40The company is down 2.0% from its price of NT$24.95 on 30 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 21% over the same period.
分析記事 • Jan 27We Like These Underlying Trends At YFC-Boneagle Electric (GTSM:6220)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 • Jan 12Taking A Look At YFC-Boneagle Electric Co., Ltd.'s (GTSM:6220) ROEMany investors are still learning about the various metrics that can be useful when analysing a stock. This article is...
分析記事 • Dec 28Is YFC-Boneagle Electric Co., Ltd.'s (GTSM:6220) 3.1% Dividend Worth Your Time?Today we'll take a closer look at YFC-Boneagle Electric Co., Ltd. ( GTSM:6220 ) from a dividend investor's perspective...
分析記事 • Dec 11Are YFC-Boneagle Electric's (GTSM:6220) Statutory Earnings A Good Guide To Its Underlying Profitability?As a general rule, we think profitable companies are less risky than companies that lose money. However, sometimes...
分析記事 • Nov 26Shareholders Of YFC-Boneagle Electric (GTSM:6220) Must Be Happy With Their 137% Total ReturnGenerally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$1.30The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$3.45b (down 1.7% from 3Q 2019). Net income: NT$164.7m (up 70% from 3Q 2019). Profit margin: 4.8% (up from 2.8% 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 26% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 21YFC-Boneagle Electric Co., Ltd.(GTSM:6220) dropped from S&P Global BMI IndexYFC-Boneagle Electric Co., Ltd.(GTSM:6220) dropped from S&P Global BMI Index