Pan-International Industrial(2328)株式概要パン・インターナショナル・インダストリアル社は、その子会社とともに、中国、香港、マレーシア、米国、台湾のテクノロジー企業に電子機器製造サービスを提供している。 詳細2328 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績1/6財務の健全性6/6配当金3/6リスク分析過去5年間で収益は年間2.3%減少しました。 利益率(2.5%)は昨年より低い(4.7%) 1.76%の配当は利益で十分にカバーされていない すべてのリスクチェックを見る2328 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW494,069 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG494,069 investors already sharing narrativesYour Fair ValueNT$Current PriceNT$51.2052.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture027b2016201920222025202620282031Revenue NT$18.8bEarnings NT$471.9mAdvancedSet Fair ValueView all narrativesPan-International Industrial Corp. 競合他社Solomon TechnologySymbol: TWSE:2359Market cap: NT$24.3bVentec International GroupLtdSymbol: TWSE:6672Market cap: NT$22.5bTPK HoldingSymbol: TWSE:3673Market cap: NT$33.5bChin-Poon IndustrialSymbol: TWSE:2355Market cap: NT$21.1b価格と性能株価の高値、安値、推移の概要Pan-International Industrial過去の株価現在の株価NT$51.2052週高値NT$64.5052週安値NT$38.65ベータ0.711ヶ月の変化-11.57%3ヶ月変化15.32%1年変化30.61%3年間の変化28.00%5年間の変化28.80%IPOからの変化28.36%最新ニュースBoard Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Chairman of the Board Guangyao Li was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Upcoming Dividend • Jun 23Upcoming dividend of NT$0.90 per shareEligible shareholders must have bought the stock before 30 June 2026. Payment date: 24 July 2026. Payout ratio is on the higher end at 92%, however this is supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (1.2%).Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$51.00, the stock trades at a trailing P/E ratio of 52x. Average trailing P/E is 41x in the Electronic industry in Taiwan. Total returns to shareholders of 36% over the past three years.Reported Earnings • May 20First quarter 2026 earnings released: NT$0.16 loss per share (vs NT$0.42 profit in 1Q 2025)First quarter 2026 results: NT$0.16 loss per share (down from NT$0.42 profit in 1Q 2025). Revenue: NT$4.25b (down 26% from 1Q 2025). Net loss: NT$84.0m (down 139% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Declared Dividend • May 15Dividend reduced to NT$0.90Dividend of NT$0.90 is 18% lower than last year. Ex-date: 30th June 2026 Payment date: 24th July 2026 Dividend yield will be 1.8%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (58% earnings payout ratio) but not covered by cash flows (114% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • May 04Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$54.40, the stock trades at a trailing P/E ratio of 34.9x. Average trailing P/E is 28x in the Electronic industry in Taiwan. Total returns to shareholders of 60% over the past three years.最新情報をもっと見るRecent updatesBoard Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Chairman of the Board Guangyao Li was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Upcoming Dividend • Jun 23Upcoming dividend of NT$0.90 per shareEligible shareholders must have bought the stock before 30 June 2026. Payment date: 24 July 2026. Payout ratio is on the higher end at 92%, however this is supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (1.2%).Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$51.00, the stock trades at a trailing P/E ratio of 52x. Average trailing P/E is 41x in the Electronic industry in Taiwan. Total returns to shareholders of 36% over the past three years.Reported Earnings • May 20First quarter 2026 earnings released: NT$0.16 loss per share (vs NT$0.42 profit in 1Q 2025)First quarter 2026 results: NT$0.16 loss per share (down from NT$0.42 profit in 1Q 2025). Revenue: NT$4.25b (down 26% from 1Q 2025). Net loss: NT$84.0m (down 139% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Declared Dividend • May 15Dividend reduced to NT$0.90Dividend of NT$0.90 is 18% lower than last year. Ex-date: 30th June 2026 Payment date: 24th July 2026 Dividend yield will be 1.8%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (58% earnings payout ratio) but not covered by cash flows (114% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • May 04Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$54.40, the stock trades at a trailing P/E ratio of 34.9x. Average trailing P/E is 28x in the Electronic industry in Taiwan. Total returns to shareholders of 60% over the past three years.Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$1.56 (vs NT$2.00 in FY 2024)Full year 2025 results: EPS: NT$1.56 (down from NT$2.00 in FY 2024). Revenue: NT$21.8b (flat on FY 2024). Net income: NT$808.2m (down 22% from FY 2024). Profit margin: 3.7% (down from 4.8% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Mar 12Pan-International Industrial Corp., Annual General Meeting, May 27, 2026Pan-International Industrial Corp., Annual General Meeting, May 27, 2026, at 09:00 Taipei Standard Time. Location: r2 floor no,198, chien pa rd., jhonghe district, new taipei city TaiwanValuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$43.60, the stock trades at a trailing P/E ratio of 24.2x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 27% over the past three years.Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$0.33 (vs NT$0.56 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.33 (down from NT$0.56 in 3Q 2024). Revenue: NT$5.37b (down 11% from 3Q 2024). Net income: NT$172.8m (down 40% from 3Q 2024). Profit margin: 3.2% (down from 4.8% in 3Q 2024). The decrease in margin was driven by lower revenue. 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 14% per year, which means it is well ahead of earnings.New Risk • Aug 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$53.20, the stock trades at a trailing P/E ratio of 26.3x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 69% over the past three years.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.47 (vs NT$0.53 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.47 (down from NT$0.53 in 2Q 2024). Revenue: NT$5.73b (up 5.3% from 2Q 2024). Net income: NT$242.9m (down 12% from 2Q 2024). Profit margin: 4.2% (down from 5.1% 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 7% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Upcoming Dividend • Jun 20Upcoming dividend of NT$1.10 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 25 July 2025. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (3.3%).Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.42 (vs NT$0.33 in 1Q 2024)First quarter 2025 results: EPS: NT$0.42 (up from NT$0.33 in 1Q 2024). Revenue: NT$5.71b (up 23% from 1Q 2024). Net income: NT$215.6m (up 27% from 1Q 2024). Profit margin: 3.8% (up from 3.6% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$41.00, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 30% over the past three years.お知らせ • May 06Pan-International Industrial Corp. to Report Q1, 2025 Results on May 13, 2025Pan-International Industrial Corp. announced that they will report Q1, 2025 results on May 13, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$38.10, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 16% over the past three years.Reported Earnings • Mar 19Full year 2024 earnings released: EPS: NT$2.00 (vs NT$2.42 in FY 2023)Full year 2024 results: EPS: NT$2.00 (down from NT$2.42 in FY 2023). Revenue: NT$21.8b (down 15% from FY 2023). Net income: NT$1.04b (down 18% from FY 2023). Profit margin: 4.8% (down from 4.9% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Mar 13Pan-International Industrial Corp., Annual General Meeting, May 26, 2025Pan-International Industrial Corp., Annual General Meeting, May 26, 2025, at 09:00 Taipei Standard Time. Location: r2 floor no,198, chien pa rd., jhonghe district, new taipei city Taiwan分析記事 • Mar 12Pan-International Industrial Corp.'s (TWSE:2328) 27% Share Price Surge Not Quite Adding UpDespite an already strong run, Pan-International Industrial Corp. ( TWSE:2328 ) shares have been powering on, with a...New Risk • Mar 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (107% cash payout ratio). Share price has been volatile over the past 3 months (6.1% average weekly change).Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$47.80, the stock trades at a trailing P/E ratio of 23.8x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 44% over the past three years.お知らせ • Mar 04Pan-International Industrial Corp. to Report Fiscal Year 2024 Results on Mar 11, 2025Pan-International Industrial Corp. announced that they will report fiscal year 2024 results on Mar 11, 2025分析記事 • Dec 24Pan-International Industrial (TWSE:2328) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$0.56 (vs NT$0.64 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.56 (down from NT$0.64 in 3Q 2023). Revenue: NT$6.01b (down 13% from 3Q 2023). Net income: NT$288.0m (down 13% from 3Q 2023). Profit margin: 4.8% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Nov 06Pan-International Industrial Corp. to Report Q3, 2024 Results on Nov 13, 2024Pan-International Industrial Corp. announced that they will report Q3, 2024 results on Nov 13, 2024Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.53 (vs NT$0.62 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.53 (down from NT$0.62 in 2Q 2023). Revenue: NT$5.45b (down 12% from 2Q 2023). Net income: NT$275.4m (down 15% from 2Q 2023). Profit margin: 5.1% (down from 5.2% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.分析記事 • Aug 17Pan-International Industrial (TWSE:2328) Has Announced That Its Dividend Will Be Reduced To NT$1.30Pan-International Industrial Corp. ( TWSE:2328 ) has announced that on 25th of September, it will be paying a dividend...Declared Dividend • Aug 16Dividend reduced to NT$1.30Dividend of NT$1.30 is 7.1% lower than last year. Ex-date: 30th August 2024 Payment date: 25th September 2024 Dividend yield will be 3.7%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 34% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.5% EPS decline seen over the last 5 years.お知らせ • Aug 15Pan-International Industrial Corp. Announces Common Stock Dividend Distribution, Payable on September 25, 2024Pan-International Industrial Corp. announced common stock dividend distribution of TWD 673,850,167, TWD 1.30 per share. Ex-rights (ex-dividend) trading date: August 30, 2024. Ex-rights (ex-dividend) record date: September 7, 2024. Payment date of common stock cash dividend distribution: September 25, 2024. Date of the resolution by the board of directors or shareholders meeting or decision by the Company: August 14, 2024.お知らせ • Aug 09Pan-International Industrial Corp. to Report Q2, 2024 Results on Aug 14, 2024Pan-International Industrial Corp. announced that they will report Q2, 2024 results on Aug 14, 2024分析記事 • Jul 22Here's Why Pan-International Industrial (TWSE:2328) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$0.33 (vs NT$0.57 in 1Q 2023)First quarter 2024 results: EPS: NT$0.33 (down from NT$0.57 in 1Q 2023). Revenue: NT$4.66b (down 23% from 1Q 2023). Net income: NT$169.7m (down 43% from 1Q 2023). Profit margin: 3.6% (down from 4.9% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • May 08Pan-International Industrial Corp. to Report Q1, 2024 Results on May 14, 2024Pan-International Industrial Corp. announced that they will report Q1, 2024 results on May 14, 2024分析記事 • Mar 23Some Investors May Be Willing To Look Past Pan-International Industrial's (TWSE:2328) Soft EarningsThe market for Pan-International Industrial Corp.'s ( TWSE:2328 ) shares didn't move much after it posted weak earnings...Reported Earnings • Mar 19Full year 2023 earnings released: EPS: NT$2.42 (vs NT$2.55 in FY 2022)Full year 2023 results: EPS: NT$2.42 (down from NT$2.55 in FY 2022). Revenue: NT$25.6b (down 2.4% from FY 2022). Net income: NT$1.26b (down 5.0% from FY 2022). Profit margin: 4.9% (down from 5.0% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Mar 14Pan-International Industrial Corp., Annual General Meeting, May 31, 2024Pan-International Industrial Corp., Annual General Meeting, May 31, 2024. Location: No. 77, Anxing Rd., Xindian Dist., New Taipei City Taipei Taiwan Agenda: To consider 2023 Business Report of the Company; to Audit Committee’s Review Report on the 2023 Financial Statements; to Report on 2023 distribution of remuneration of employees and directors of the Company; to Report on 2023 distribution of earnings and cash dividends status; to Adoption of 2023 Business Report and Financial Statements; to Adoption of the proposal for distribution of 2023 earnings; and to consider other matters if any.Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Chih-Keng Chen was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 29Pan-International Industrial Corp., Annual General Meeting, Sep 29, 2023Pan-International Industrial Corp., Annual General Meeting, Sep 29, 2023. Agenda: To consider elections for board of directors and supervisors: Director Sun, You-Ching continued; to consider Cheng & Cheng Limited are re-appointed as Auditor and to consider other business issues.Upcoming Dividend • Aug 18Upcoming dividend of NT$1.40 per share at 3.6% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 25 September 2023. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (4.2%).Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$0.62 (vs NT$0.51 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.62 (up from NT$0.51 in 2Q 2022). Revenue: NT$6.22b (flat on 2Q 2022). Net income: NT$322.8m (up 21% from 2Q 2022). Profit margin: 5.2% (up from 4.3% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 28% per year.お知らせ • Aug 09+ 1 more updatePan-International Industrial Corp. Announces Cash Dividend, Payable on September 25, 2023Pan-International Industrial Corp. announced cash dividends of TWD 725,684,795 or TWD 1.40 per share. Ex-rights (ex-dividend) trading date: August 25, 2023. Ex-rights (ex-dividend) record date: September 2, 2023. Payment date of cash dividend distribution: September 25, 2023. Date of the resolution by the board of directors or shareholders meeting or decision by the Company: August 8, 2023.Reported Earnings • Mar 24Full year 2022 earnings released: EPS: NT$2.55 (vs NT$1.87 in FY 2021)Full year 2022 results: EPS: NT$2.55 (up from NT$1.87 in FY 2021). Revenue: NT$26.3b (up 8.4% from FY 2021). Net income: NT$1.32b (up 37% from FY 2021). Profit margin: 5.0% (up from 4.0% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$39.75, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 78% over the past three years.Board Change • Nov 16Less 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 Wen-Jung Cheng was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$0.95 (vs NT$0.56 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.95 (up from NT$0.56 in 3Q 2021). Revenue: NT$6.48b (down 6.1% from 3Q 2021). Net income: NT$492.3m (up 69% from 3Q 2021). Profit margin: 7.6% (up from 4.2% 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 5% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Aug 23Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 23 September 2022. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Taiwanese dividend payers (6.4%). Lower than average of industry peers (4.4%).Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: NT$0.51 (vs NT$0.45 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.51 (up from NT$0.45 in 2Q 2021). Revenue: NT$6.21b (up 18% from 2Q 2021). Net income: NT$266.4m (up 15% from 2Q 2021). Profit margin: 4.3% (down from 4.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Aug 10Pan-International Industrial Corp. Announces Cash Dividend, Payable on September 23, 2022Pan-International Industrial Corp. announced cash dividends of TWD 518,346,282. TWD 1.00 per share. Ex-rights (ex-dividend) trading date is August 30, 2022. Ex-rights (ex-dividend) record date is September 5, 2022. Cash dividend payment date is scheduled for September 23, 2022.お知らせ • Jun 16Pan-International Industrial Corp. Approves Cash Dividend for 2021Pan-International Industrial Corp. approved TWD 1.0 cash dividend per share for 2021, at its AGM, held on June 15, 2022.Board Change • Jun 15Less 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 Wen-Jung Cheng was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS NT$0.56 (vs NT$0.57 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$6.90b (up 28% from 3Q 2020). Net income: NT$290.6m (down 1.4% from 3Q 2020). Profit margin: 4.2% (down from 5.4% in 3Q 2020). 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 27% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 23Upcoming dividend of NT$0.65 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 24 September 2021. Trailing yield: 1.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.3%).Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.45 (vs NT$0.30 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$5.25b (up 6.4% from 2Q 2020). Net income: NT$231.1m (up 49% from 2Q 2020). Profit margin: 4.4% (up from 3.2% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$38.40, the stock trades at a trailing P/E ratio of 25x. Average trailing P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 105% over the past three years.Reported Earnings • May 13First quarter 2021 earnings released: EPS NT$0.33 (vs NT$0.036 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$4.87b (up 3.4% from 1Q 2020). Net income: NT$169.0m (up NT$150.4m from 1Q 2020). Profit margin: 3.5% (up from 0.4% in 1Q 2020). 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 21% per year, which means it is well ahead of earnings.分析記事 • Apr 26Read This Before Buying Pan-International Industrial Corp. (TPE:2328) For Its DividendDividend paying stocks like Pan-International Industrial Corp. ( TPE:2328 ) tend to be popular with investors, and for...Reported Earnings • Mar 25Full year 2020 earnings released: EPS NT$1.28 (vs NT$1.99 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$20.5b (down 20% from FY 2019). Net income: NT$663.2m (down 36% from FY 2019). Profit margin: 3.2% (down from 4.0% in FY 2019). 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 28% per year, which means it is well ahead of earnings.分析記事 • Mar 18Is Pan-International Industrial (TPE:2328) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Is New 90 Day High Low • Mar 03New 90-day high: NT$45.65The company is up 120% from its price of NT$20.75 on 03 December 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 19% over the same period.分析記事 • Feb 28Here’s What’s Happening With Returns At Pan-International Industrial (TPE:2328)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Feb 10Do Its Financials Have Any Role To Play In Driving Pan-International Industrial Corp.'s (TPE:2328) Stock Up Recently?Pan-International Industrial (TPE:2328) has had a great run on the share market with its stock up by a significant 124...分析記事 • Jan 26Should You Or Shouldn't You: A Dividend Analysis on Pan-International Industrial Corp. (TPE:2328)Today we'll take a closer look at Pan-International Industrial Corp. ( TPE:2328 ) from a dividend investor's...Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 24% share price gain to NT$40.00, the stock is trading at a trailing P/E ratio of 40.3x, up from the previous P/E ratio of 32.6x. This compares to an average P/E of 18x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 79%.分析記事 • Jan 11We Think Pan-International Industrial's (TPE:2328) Statutory Profit Might Understate Its Earnings PotentialIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...Is New 90 Day High Low • Jan 11New 90-day high: NT$35.50The company is up 106% from its price of NT$17.20 on 13 October 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 24% over the same period.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 22% share price gain to NT$31.00, the stock is trading at a trailing P/E ratio of 31.3x, up from the previous P/E ratio of 25.6x. This compares to an average P/E of 17x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 36%.Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$26.25, the stock is trading at a trailing P/E ratio of 26.5x, up from the previous P/E ratio of 22.7x. This compares to an average P/E of 17x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 19%.分析記事 • Dec 27Shareholders Of Pan-International Industrial (TPE:2328) Must Be Happy With Their 122% Total ReturnStock pickers are generally looking for stocks that will outperform the broader market. Buying under-rated businesses...Is New 90 Day High Low • Dec 23New 90-day high: NT$23.05The company is up 35% from its price of NT$17.05 on 24 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 12% over the same period.分析記事 • Dec 12Pan-International Industrial (TPE:2328) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Is New 90 Day High Low • Dec 07New 90-day high: NT$22.40The company is up 23% from its price of NT$18.20 on 08 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 11% over the same period.分析記事 • Nov 27What Can The Trends At Pan-International Industrial (TPE:2328) Tell Us About Their Returns?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 19% share price gain to NT$21.40, the stock is trading at a trailing P/E ratio of 21.6x, up from the previous P/E ratio of 18.2x. This compares to an average P/E of 16x in the Electronic industry in Taiwan. Total return to shareholders over the past three years is a loss of 7.4%.Is New 90 Day High Low • Nov 18New 90-day high: NT$20.05The company is up 12% from its price of NT$17.95 on 20 August 2020. The Taiwanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is flat over the same period.Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.57The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$5.41b (down 25% from 3Q 2019). Net income: NT$294.7m (down 46% from 3Q 2019). Profit margin: 5.4% (down from 7.5% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS NT$0.57The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$5.41b (down 25% from 3Q 2019). Net income: NT$294.7m (down 46% from 3Q 2019). Profit margin: 5.4% (down from 7.5% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Sep 24New 90-day low: NT$17.05The company is down 8.0% from its price of NT$18.45 on 24 June 2020. The Taiwanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period.株主還元2328TW ElectronicTW 市場7D6.7%6.2%5.1%1Y30.6%202.2%106.1%株主還元を見る業界別リターン: 2328過去 1 年間で202.2 % の収益を上げたTW Electronic業界を下回りました。リターン対市場: 2328は、過去 1 年間で106.1 % のリターンを上げたTW市場を下回りました。価格変動Is 2328's price volatile compared to industry and market?2328 volatility2328 Average Weekly Movement7.6%Electronic Industry Average Movement9.0%Market Average Movement6.4%10% most volatile stocks in TW Market12.1%10% least volatile stocks in TW Market2.6%安定した株価: 2328 、 TW市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 2328の 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト1960n/aMing-Feng Caiwww.panintl.comパンインターナショナル・インダストリアル・コーポレーションは、その子会社とともに、中国、香港、マレーシア、米国、台湾のテクノロジー企業に電子機器製造サービスを提供している。バルク電線・ケーブル、コネクターシステム、ワイヤーハーネス、ケーブルアセンブリ、PCB、PCBA、フレックスサーキットアセンブリの設計・製造サービスを提供している。また、プラスチック射出成形部品も提供している。さらに、エンジニアリングやロジスティクスサービスも提供している。自動車、通信、ポータブルエネルギー、産業、ヘルスケア、コンピューティング、クラウド、コンシューマー、ライフスタイル市場にサービスを提供している。パンインターナショナル・インダストリアル・コーポレーションは1960年に設立され、台湾の新北市に本社を置いている。もっと見るPan-International Industrial Corp. 基礎のまとめPan-International Industrial の収益と売上を時価総額と比較するとどうか。2328 基礎統計学時価総額NT$26.54b収益(TTM)NT$508.67m売上高(TTM)NT$20.31b52.2xPER(株価収益率1.3xP/Sレシオ2328 は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計2328 損益計算書(TTM)収益NT$20.31b売上原価NT$17.96b売上総利益NT$2.35bその他の費用NT$1.84b収益NT$508.67m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)0.98グロス・マージン11.57%純利益率2.50%有利子負債/自己資本比率4.7%2328 の長期的なパフォーマンスは?過去の実績と比較を見る配当金1.8%現在の配当利回り92%配当性向2328 配当は確実ですか?2328 配当履歴とベンチマークを見る2328 、いつまでに購入すれば配当金を受け取れますか?Pan-International Industrial 配当日配当落ち日Jun 30 2026配当支払日Jul 24 2026配当落ちまでの日数5 days配当支払日までの日数19 days2328 配当は確実ですか?2328 配当履歴とベンチマークを見るView Valuation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2026/07/04 19:21終値2026/07/03 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Pan-International Industrial Corp. 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Liren LiangMasterlink Securities Investment Advisory
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Chairman of the Board Guangyao Li was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Upcoming Dividend • Jun 23Upcoming dividend of NT$0.90 per shareEligible shareholders must have bought the stock before 30 June 2026. Payment date: 24 July 2026. Payout ratio is on the higher end at 92%, however this is supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (1.2%).
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$51.00, the stock trades at a trailing P/E ratio of 52x. Average trailing P/E is 41x in the Electronic industry in Taiwan. Total returns to shareholders of 36% over the past three years.
Reported Earnings • May 20First quarter 2026 earnings released: NT$0.16 loss per share (vs NT$0.42 profit in 1Q 2025)First quarter 2026 results: NT$0.16 loss per share (down from NT$0.42 profit in 1Q 2025). Revenue: NT$4.25b (down 26% from 1Q 2025). Net loss: NT$84.0m (down 139% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Declared Dividend • May 15Dividend reduced to NT$0.90Dividend of NT$0.90 is 18% lower than last year. Ex-date: 30th June 2026 Payment date: 24th July 2026 Dividend yield will be 1.8%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (58% earnings payout ratio) but not covered by cash flows (114% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • May 04Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$54.40, the stock trades at a trailing P/E ratio of 34.9x. Average trailing P/E is 28x in the Electronic industry in Taiwan. Total returns to shareholders of 60% over the past three years.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Chairman of the Board Guangyao Li was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Upcoming Dividend • Jun 23Upcoming dividend of NT$0.90 per shareEligible shareholders must have bought the stock before 30 June 2026. Payment date: 24 July 2026. Payout ratio is on the higher end at 92%, however this is supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (1.2%).
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$51.00, the stock trades at a trailing P/E ratio of 52x. Average trailing P/E is 41x in the Electronic industry in Taiwan. Total returns to shareholders of 36% over the past three years.
Reported Earnings • May 20First quarter 2026 earnings released: NT$0.16 loss per share (vs NT$0.42 profit in 1Q 2025)First quarter 2026 results: NT$0.16 loss per share (down from NT$0.42 profit in 1Q 2025). Revenue: NT$4.25b (down 26% from 1Q 2025). Net loss: NT$84.0m (down 139% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Declared Dividend • May 15Dividend reduced to NT$0.90Dividend of NT$0.90 is 18% lower than last year. Ex-date: 30th June 2026 Payment date: 24th July 2026 Dividend yield will be 1.8%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (58% earnings payout ratio) but not covered by cash flows (114% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • May 04Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$54.40, the stock trades at a trailing P/E ratio of 34.9x. Average trailing P/E is 28x in the Electronic industry in Taiwan. Total returns to shareholders of 60% over the past three years.
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$1.56 (vs NT$2.00 in FY 2024)Full year 2025 results: EPS: NT$1.56 (down from NT$2.00 in FY 2024). Revenue: NT$21.8b (flat on FY 2024). Net income: NT$808.2m (down 22% from FY 2024). Profit margin: 3.7% (down from 4.8% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Mar 12Pan-International Industrial Corp., Annual General Meeting, May 27, 2026Pan-International Industrial Corp., Annual General Meeting, May 27, 2026, at 09:00 Taipei Standard Time. Location: r2 floor no,198, chien pa rd., jhonghe district, new taipei city Taiwan
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$43.60, the stock trades at a trailing P/E ratio of 24.2x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 27% over the past three years.
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$0.33 (vs NT$0.56 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.33 (down from NT$0.56 in 3Q 2024). Revenue: NT$5.37b (down 11% from 3Q 2024). Net income: NT$172.8m (down 40% from 3Q 2024). Profit margin: 3.2% (down from 4.8% in 3Q 2024). The decrease in margin was driven by lower revenue. 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 14% per year, which means it is well ahead of earnings.
New Risk • Aug 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$53.20, the stock trades at a trailing P/E ratio of 26.3x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 69% over the past three years.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.47 (vs NT$0.53 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.47 (down from NT$0.53 in 2Q 2024). Revenue: NT$5.73b (up 5.3% from 2Q 2024). Net income: NT$242.9m (down 12% from 2Q 2024). Profit margin: 4.2% (down from 5.1% 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 7% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jun 20Upcoming dividend of NT$1.10 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 25 July 2025. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (3.3%).
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.42 (vs NT$0.33 in 1Q 2024)First quarter 2025 results: EPS: NT$0.42 (up from NT$0.33 in 1Q 2024). Revenue: NT$5.71b (up 23% from 1Q 2024). Net income: NT$215.6m (up 27% from 1Q 2024). Profit margin: 3.8% (up from 3.6% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$41.00, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 30% over the past three years.
お知らせ • May 06Pan-International Industrial Corp. to Report Q1, 2025 Results on May 13, 2025Pan-International Industrial Corp. announced that they will report Q1, 2025 results on May 13, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$38.10, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 16% over the past three years.
Reported Earnings • Mar 19Full year 2024 earnings released: EPS: NT$2.00 (vs NT$2.42 in FY 2023)Full year 2024 results: EPS: NT$2.00 (down from NT$2.42 in FY 2023). Revenue: NT$21.8b (down 15% from FY 2023). Net income: NT$1.04b (down 18% from FY 2023). Profit margin: 4.8% (down from 4.9% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Mar 13Pan-International Industrial Corp., Annual General Meeting, May 26, 2025Pan-International Industrial Corp., Annual General Meeting, May 26, 2025, at 09:00 Taipei Standard Time. Location: r2 floor no,198, chien pa rd., jhonghe district, new taipei city Taiwan
分析記事 • Mar 12Pan-International Industrial Corp.'s (TWSE:2328) 27% Share Price Surge Not Quite Adding UpDespite an already strong run, Pan-International Industrial Corp. ( TWSE:2328 ) shares have been powering on, with a...
New Risk • Mar 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (107% cash payout ratio). Share price has been volatile over the past 3 months (6.1% average weekly change).
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$47.80, the stock trades at a trailing P/E ratio of 23.8x. Average trailing P/E is 24x in the Electronic industry in Taiwan. Total returns to shareholders of 44% over the past three years.
お知らせ • Mar 04Pan-International Industrial Corp. to Report Fiscal Year 2024 Results on Mar 11, 2025Pan-International Industrial Corp. announced that they will report fiscal year 2024 results on Mar 11, 2025
分析記事 • Dec 24Pan-International Industrial (TWSE:2328) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$0.56 (vs NT$0.64 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.56 (down from NT$0.64 in 3Q 2023). Revenue: NT$6.01b (down 13% from 3Q 2023). Net income: NT$288.0m (down 13% from 3Q 2023). Profit margin: 4.8% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Nov 06Pan-International Industrial Corp. to Report Q3, 2024 Results on Nov 13, 2024Pan-International Industrial Corp. announced that they will report Q3, 2024 results on Nov 13, 2024
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.53 (vs NT$0.62 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.53 (down from NT$0.62 in 2Q 2023). Revenue: NT$5.45b (down 12% from 2Q 2023). Net income: NT$275.4m (down 15% from 2Q 2023). Profit margin: 5.1% (down from 5.2% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
分析記事 • Aug 17Pan-International Industrial (TWSE:2328) Has Announced That Its Dividend Will Be Reduced To NT$1.30Pan-International Industrial Corp. ( TWSE:2328 ) has announced that on 25th of September, it will be paying a dividend...
Declared Dividend • Aug 16Dividend reduced to NT$1.30Dividend of NT$1.30 is 7.1% lower than last year. Ex-date: 30th August 2024 Payment date: 25th September 2024 Dividend yield will be 3.7%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 34% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.5% EPS decline seen over the last 5 years.
お知らせ • Aug 15Pan-International Industrial Corp. Announces Common Stock Dividend Distribution, Payable on September 25, 2024Pan-International Industrial Corp. announced common stock dividend distribution of TWD 673,850,167, TWD 1.30 per share. Ex-rights (ex-dividend) trading date: August 30, 2024. Ex-rights (ex-dividend) record date: September 7, 2024. Payment date of common stock cash dividend distribution: September 25, 2024. Date of the resolution by the board of directors or shareholders meeting or decision by the Company: August 14, 2024.
お知らせ • Aug 09Pan-International Industrial Corp. to Report Q2, 2024 Results on Aug 14, 2024Pan-International Industrial Corp. announced that they will report Q2, 2024 results on Aug 14, 2024
分析記事 • Jul 22Here's Why Pan-International Industrial (TWSE:2328) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$0.33 (vs NT$0.57 in 1Q 2023)First quarter 2024 results: EPS: NT$0.33 (down from NT$0.57 in 1Q 2023). Revenue: NT$4.66b (down 23% from 1Q 2023). Net income: NT$169.7m (down 43% from 1Q 2023). Profit margin: 3.6% (down from 4.9% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • May 08Pan-International Industrial Corp. to Report Q1, 2024 Results on May 14, 2024Pan-International Industrial Corp. announced that they will report Q1, 2024 results on May 14, 2024
分析記事 • Mar 23Some Investors May Be Willing To Look Past Pan-International Industrial's (TWSE:2328) Soft EarningsThe market for Pan-International Industrial Corp.'s ( TWSE:2328 ) shares didn't move much after it posted weak earnings...
Reported Earnings • Mar 19Full year 2023 earnings released: EPS: NT$2.42 (vs NT$2.55 in FY 2022)Full year 2023 results: EPS: NT$2.42 (down from NT$2.55 in FY 2022). Revenue: NT$25.6b (down 2.4% from FY 2022). Net income: NT$1.26b (down 5.0% from FY 2022). Profit margin: 4.9% (down from 5.0% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Mar 14Pan-International Industrial Corp., Annual General Meeting, May 31, 2024Pan-International Industrial Corp., Annual General Meeting, May 31, 2024. Location: No. 77, Anxing Rd., Xindian Dist., New Taipei City Taipei Taiwan Agenda: To consider 2023 Business Report of the Company; to Audit Committee’s Review Report on the 2023 Financial Statements; to Report on 2023 distribution of remuneration of employees and directors of the Company; to Report on 2023 distribution of earnings and cash dividends status; to Adoption of 2023 Business Report and Financial Statements; to Adoption of the proposal for distribution of 2023 earnings; and to consider other matters if any.
Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Chih-Keng Chen was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 29Pan-International Industrial Corp., Annual General Meeting, Sep 29, 2023Pan-International Industrial Corp., Annual General Meeting, Sep 29, 2023. Agenda: To consider elections for board of directors and supervisors: Director Sun, You-Ching continued; to consider Cheng & Cheng Limited are re-appointed as Auditor and to consider other business issues.
Upcoming Dividend • Aug 18Upcoming dividend of NT$1.40 per share at 3.6% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 25 September 2023. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (4.2%).
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$0.62 (vs NT$0.51 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.62 (up from NT$0.51 in 2Q 2022). Revenue: NT$6.22b (flat on 2Q 2022). Net income: NT$322.8m (up 21% from 2Q 2022). Profit margin: 5.2% (up from 4.3% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 28% per year.
お知らせ • Aug 09+ 1 more updatePan-International Industrial Corp. Announces Cash Dividend, Payable on September 25, 2023Pan-International Industrial Corp. announced cash dividends of TWD 725,684,795 or TWD 1.40 per share. Ex-rights (ex-dividend) trading date: August 25, 2023. Ex-rights (ex-dividend) record date: September 2, 2023. Payment date of cash dividend distribution: September 25, 2023. Date of the resolution by the board of directors or shareholders meeting or decision by the Company: August 8, 2023.
Reported Earnings • Mar 24Full year 2022 earnings released: EPS: NT$2.55 (vs NT$1.87 in FY 2021)Full year 2022 results: EPS: NT$2.55 (up from NT$1.87 in FY 2021). Revenue: NT$26.3b (up 8.4% from FY 2021). Net income: NT$1.32b (up 37% from FY 2021). Profit margin: 5.0% (up from 4.0% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$39.75, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 78% over the past three years.
Board Change • Nov 16Less 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 Wen-Jung Cheng was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$0.95 (vs NT$0.56 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.95 (up from NT$0.56 in 3Q 2021). Revenue: NT$6.48b (down 6.1% from 3Q 2021). Net income: NT$492.3m (up 69% from 3Q 2021). Profit margin: 7.6% (up from 4.2% 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 5% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Aug 23Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 23 September 2022. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Taiwanese dividend payers (6.4%). Lower than average of industry peers (4.4%).
Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: NT$0.51 (vs NT$0.45 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.51 (up from NT$0.45 in 2Q 2021). Revenue: NT$6.21b (up 18% from 2Q 2021). Net income: NT$266.4m (up 15% from 2Q 2021). Profit margin: 4.3% (down from 4.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Aug 10Pan-International Industrial Corp. Announces Cash Dividend, Payable on September 23, 2022Pan-International Industrial Corp. announced cash dividends of TWD 518,346,282. TWD 1.00 per share. Ex-rights (ex-dividend) trading date is August 30, 2022. Ex-rights (ex-dividend) record date is September 5, 2022. Cash dividend payment date is scheduled for September 23, 2022.
お知らせ • Jun 16Pan-International Industrial Corp. Approves Cash Dividend for 2021Pan-International Industrial Corp. approved TWD 1.0 cash dividend per share for 2021, at its AGM, held on June 15, 2022.
Board Change • Jun 15Less 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 Wen-Jung Cheng was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS NT$0.56 (vs NT$0.57 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$6.90b (up 28% from 3Q 2020). Net income: NT$290.6m (down 1.4% from 3Q 2020). Profit margin: 4.2% (down from 5.4% in 3Q 2020). 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 27% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 23Upcoming dividend of NT$0.65 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 24 September 2021. Trailing yield: 1.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (3.3%).
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.45 (vs NT$0.30 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$5.25b (up 6.4% from 2Q 2020). Net income: NT$231.1m (up 49% from 2Q 2020). Profit margin: 4.4% (up from 3.2% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$38.40, the stock trades at a trailing P/E ratio of 25x. Average trailing P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 105% over the past three years.
Reported Earnings • May 13First quarter 2021 earnings released: EPS NT$0.33 (vs NT$0.036 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$4.87b (up 3.4% from 1Q 2020). Net income: NT$169.0m (up NT$150.4m from 1Q 2020). Profit margin: 3.5% (up from 0.4% in 1Q 2020). 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 21% per year, which means it is well ahead of earnings.
分析記事 • Apr 26Read This Before Buying Pan-International Industrial Corp. (TPE:2328) For Its DividendDividend paying stocks like Pan-International Industrial Corp. ( TPE:2328 ) tend to be popular with investors, and for...
Reported Earnings • Mar 25Full year 2020 earnings released: EPS NT$1.28 (vs NT$1.99 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$20.5b (down 20% from FY 2019). Net income: NT$663.2m (down 36% from FY 2019). Profit margin: 3.2% (down from 4.0% in FY 2019). 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 28% per year, which means it is well ahead of earnings.
分析記事 • Mar 18Is Pan-International Industrial (TPE:2328) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Is New 90 Day High Low • Mar 03New 90-day high: NT$45.65The company is up 120% from its price of NT$20.75 on 03 December 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 19% over the same period.
分析記事 • Feb 28Here’s What’s Happening With Returns At Pan-International Industrial (TPE:2328)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Feb 10Do Its Financials Have Any Role To Play In Driving Pan-International Industrial Corp.'s (TPE:2328) Stock Up Recently?Pan-International Industrial (TPE:2328) has had a great run on the share market with its stock up by a significant 124...
分析記事 • Jan 26Should You Or Shouldn't You: A Dividend Analysis on Pan-International Industrial Corp. (TPE:2328)Today we'll take a closer look at Pan-International Industrial Corp. ( TPE:2328 ) from a dividend investor's...
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 24% share price gain to NT$40.00, the stock is trading at a trailing P/E ratio of 40.3x, up from the previous P/E ratio of 32.6x. This compares to an average P/E of 18x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 79%.
分析記事 • Jan 11We Think Pan-International Industrial's (TPE:2328) Statutory Profit Might Understate Its Earnings PotentialIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...
Is New 90 Day High Low • Jan 11New 90-day high: NT$35.50The company is up 106% from its price of NT$17.20 on 13 October 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 24% over the same period.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 22% share price gain to NT$31.00, the stock is trading at a trailing P/E ratio of 31.3x, up from the previous P/E ratio of 25.6x. This compares to an average P/E of 17x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 36%.
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$26.25, the stock is trading at a trailing P/E ratio of 26.5x, up from the previous P/E ratio of 22.7x. This compares to an average P/E of 17x in the Electronic industry in Taiwan. Total returns to shareholders over the past three years are 19%.
分析記事 • Dec 27Shareholders Of Pan-International Industrial (TPE:2328) Must Be Happy With Their 122% Total ReturnStock pickers are generally looking for stocks that will outperform the broader market. Buying under-rated businesses...
Is New 90 Day High Low • Dec 23New 90-day high: NT$23.05The company is up 35% from its price of NT$17.05 on 24 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 12% over the same period.
分析記事 • Dec 12Pan-International Industrial (TPE:2328) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Is New 90 Day High Low • Dec 07New 90-day high: NT$22.40The company is up 23% from its price of NT$18.20 on 08 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 11% over the same period.
分析記事 • Nov 27What Can The Trends At Pan-International Industrial (TPE:2328) Tell Us About Their Returns?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 19% share price gain to NT$21.40, the stock is trading at a trailing P/E ratio of 21.6x, up from the previous P/E ratio of 18.2x. This compares to an average P/E of 16x in the Electronic industry in Taiwan. Total return to shareholders over the past three years is a loss of 7.4%.
Is New 90 Day High Low • Nov 18New 90-day high: NT$20.05The company is up 12% from its price of NT$17.95 on 20 August 2020. The Taiwanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is flat over the same period.
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.57The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$5.41b (down 25% from 3Q 2019). Net income: NT$294.7m (down 46% from 3Q 2019). Profit margin: 5.4% (down from 7.5% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS NT$0.57The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$5.41b (down 25% from 3Q 2019). Net income: NT$294.7m (down 46% from 3Q 2019). Profit margin: 5.4% (down from 7.5% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Sep 24New 90-day low: NT$17.05The company is down 8.0% from its price of NT$18.45 on 24 June 2020. The Taiwanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period.