View Financial HealthNichidenbo 配当と自社株買い配当金 基準チェック /36Nichidenboは配当を支払う会社で、現在の利回りは2.03%ですが、利益によって十分にカバーされています。次の支払い日は 31st July, 2026で、権利落ち日は2nd July, 2026 。主要情報2.0%配当利回り-0.2%バイバック利回り総株主利回り1.8%将来の配当利回りn/a配当成長7.4%次回配当支払日31 Jul 26配当落ち日02 Jul 26一株当たり配当金n/a配当性向88%最近の配当と自社株買いの更新Declared Dividend • 1hDividend increased to NT$4.80Dividend of NT$4.80 is 14% higher than last year. Ex-date: 2nd July 2026 Payment date: 31st July 2026 Dividend yield will be 2.0%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (88% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jun 27Upcoming dividend of NT$4.20 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 31 July 2025. Payout ratio is on the higher end at 85% but the company is not cash flow positive. Trailing yield: 5.6%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (3.2%).Declared Dividend • Jun 13Dividend increased to NT$4.20Dividend of NT$4.20 is 24% higher than last year. Ex-date: 3rd July 2025 Payment date: 31st July 2025 Dividend yield will be 5.5%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (85% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 9.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jun 12Nichidenbo Corporation Adopts Cash Dividend Distribution for 2024, Payable on July 31, 2025Nichidenbo Corporation in its Shareholders meeting held on June 11, 2025 adoption of cash dividend distribution of TWD 4.2 per share for 2024. Ex-rights (ex-dividend) trading date: July 3, 2025. Ex-rights (ex-dividend) record date: July 9, 2025. Payment date of common stock cash dividend distribution is July 31, 2025.Declared Dividend • Jun 14Dividend reduced to NT$3.40Dividend of NT$3.40 is 38% lower than last year. Ex-date: 27th June 2024 Payment date: 31st July 2024 Dividend yield will be 4.9%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (87% earnings payout ratio) and cash flows (83% 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. EPS is expected to grow by 2.1% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 14Nichidenbo Corporation Announces Cash Dividend for the Year 2023, Payable on July 31, 2024Nichidenbo Corporation announced Total cash dividend of TWD 723,034,310 for the year 2023. Ex-rights (ex-dividend) trading date is June 27, 2024. Ex-rights (ex-dividend) record date is July 3, 2024. Payment date of common stock cash dividend distribution is July 31, 2024.すべての更新を表示Recent updatesDeclared Dividend • 1hDividend increased to NT$4.80Dividend of NT$4.80 is 14% higher than last year. Ex-date: 2nd July 2026 Payment date: 31st July 2026 Dividend yield will be 2.0%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (88% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • May 22New 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 9.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (35% increase in shares outstanding). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.5% average weekly change).Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$122, the stock trades at a trailing P/E ratio of 25.3x. Average trailing P/E is 31x in the Electronic industry in Taiwan. Total returns to shareholders of 162% over the past three years.Reported Earnings • May 07First quarter 2026 earnings released: EPS: NT$1.00 (vs NT$1.67 in 1Q 2025)First quarter 2026 results: EPS: NT$1.00. Revenue: NT$4.49b (up 18% from 1Q 2025). Net income: NT$479.6m (up 37% from 1Q 2025). Profit margin: 11% (up from 9.2% in 1Q 2025). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$107, the stock trades at a trailing P/E ratio of 24.4x. Average trailing P/E is 28x in the Electronic industry in Taiwan. Total returns to shareholders of 121% over the past three years.New Risk • Mar 21New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 35% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (35% increase in shares outstanding). Minor Risk Dividend is not well covered by cash flows (dividend per share is over 24x cash flows per share).お知らせ • Mar 03Nichidenbo Corporation, Annual General Meeting, May 22, 2026Nichidenbo Corporation, Annual General Meeting, May 22, 2026, at 09:00 Taipei Standard Time. Location: 1 floor no,4 aly.1 szu wei ln., chung cheng rd., sindian district, new taipei city TaiwanReported Earnings • Mar 03Full year 2025 earnings released: EPS: NT$5.48 (vs NT$4.52 in FY 2024)Full year 2025 results: EPS: NT$5.48 (up from NT$4.52 in FY 2024). Revenue: NT$15.7b (up 30% from FY 2024). Net income: NT$1.25b (up 32% from FY 2024). Profit margin: 8.0% (up from 7.8% in FY 2024). 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 whereas the company’s share price has increased by 17% per year.Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$108, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 146% over the past three years.Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$106, the stock trades at a trailing P/E ratio of 21x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 142% over the past three years.New Risk • Dec 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.4% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.4% average weekly change).Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: NT$1.97 (vs NT$1.24 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.97 (up from NT$1.24 in 3Q 2024). Revenue: NT$4.05b (up 23% from 3Q 2024). Net income: NT$417.1m (up 61% from 3Q 2024). Profit margin: 10% (up from 7.9% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$88.80, the stock trades at a trailing P/E ratio of 20.2x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 127% over the past three years.Buy Or Sell Opportunity • Oct 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.7% to NT$78.80. The fair value is estimated to be NT$64.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 7.2%.Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: NT$0.56 (vs NT$1.06 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.56 (down from NT$1.06 in 2Q 2024). Revenue: NT$4.07b (up 43% from 2Q 2024). Net income: NT$118.6m (down 47% from 2Q 2024). Profit margin: 2.9% (down from 7.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Jul 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to NT$81.00. The fair value is estimated to be NT$66.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 4.9%.Upcoming Dividend • Jun 27Upcoming dividend of NT$4.20 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 31 July 2025. Payout ratio is on the higher end at 85% but the company is not cash flow positive. Trailing yield: 5.6%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (3.2%).Declared Dividend • Jun 13Dividend increased to NT$4.20Dividend of NT$4.20 is 24% higher than last year. Ex-date: 3rd July 2025 Payment date: 31st July 2025 Dividend yield will be 5.5%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (85% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 9.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jun 12Nichidenbo Corporation Adopts Cash Dividend Distribution for 2024, Payable on July 31, 2025Nichidenbo Corporation in its Shareholders meeting held on June 11, 2025 adoption of cash dividend distribution of TWD 4.2 per share for 2024. Ex-rights (ex-dividend) trading date: July 3, 2025. Ex-rights (ex-dividend) record date: July 9, 2025. Payment date of common stock cash dividend distribution is July 31, 2025.Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$73.80, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.New Risk • May 08New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 26% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (26% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • May 08First quarter 2025 earnings released: EPS: NT$1.67 (vs NT$1.24 in 1Q 2024)First quarter 2025 results: EPS: NT$1.67 (up from NT$1.24 in 1Q 2024). Revenue: NT$3.80b (up 33% from 1Q 2024). Net income: NT$350.4m (up 36% from 1Q 2024). Profit margin: 9.2% (up from 9.1% in 1Q 2024). The increase in margin was driven by higher revenue. 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 10% per year.お知らせ • Apr 30Nichidenbo Corporation to Report Q1, 2025 Results on May 07, 2025Nichidenbo Corporation announced that they will report Q1, 2025 results on May 07, 2025Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to NT$55.20, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 30% over the past three years.New Risk • Mar 27New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 93% The company is paying a dividend despite having no free cash flows. Dividend yield: 5.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 22Full year 2024 earnings released: EPS: NT$4.52 (vs NT$3.39 in FY 2023)Full year 2024 results: EPS: NT$4.52 (up from NT$3.39 in FY 2023). Revenue: NT$12.1b (up 14% from FY 2023). Net income: NT$946.8m (up 34% from FY 2023). Profit margin: 7.8% (up from 6.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 14Nichidenbo Corporation, Annual General Meeting, Jun 11, 2025Nichidenbo Corporation, Annual General Meeting, Jun 11, 2025. Location: 1 floor no,4 aly.1 szu wei ln., chung cheng rd., sindian district, new taipei city Taiwanお知らせ • Mar 06Nichidenbo Corporation to Report Q4, 2024 Results on Mar 13, 2025Nichidenbo Corporation announced that they will report Q4, 2024 results on Mar 13, 2025New Risk • Jan 29New 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 (122% cash payout ratio). Share price has been volatile over the past 3 months (6.1% average weekly change).New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.分析記事 • Dec 04Nichidenbo Corporation's (TWSE:3090) 29% Share Price Surge Not Quite Adding UpThe Nichidenbo Corporation ( TWSE:3090 ) share price has done very well over the last month, posting an excellent gain...Reported Earnings • Nov 08Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: NT$1.24 (down from NT$1.28 in 3Q 2023). Revenue: NT$3.29b (up 14% from 3Q 2023). Net income: NT$259.6m (down 2.8% from 3Q 2023). Profit margin: 7.9% (down from 9.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) also surpassed analyst estimates by 36%. Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Oct 30Nichidenbo Corporation to Report Q3, 2024 Results on Nov 06, 2024Nichidenbo Corporation announced that they will report Q3, 2024 results on Nov 06, 2024Reported Earnings • Aug 10Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: NT$1.06 (up from NT$0.89 in 2Q 2023). Revenue: NT$2.84b (up 11% from 2Q 2023). Net income: NT$222.1m (up 19% from 2Q 2023). Profit margin: 7.8% (up from 7.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Taiwan. 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 7% per year, which means it is well ahead of earnings.お知らせ • Jul 31Nichidenbo Corporation to Report Q2, 2024 Results on Aug 07, 2024Nichidenbo Corporation announced that they will report Q2, 2024 results on Aug 07, 2024Board Change • Jul 01High number of new directorsIndependent Director Gwo Wei Wan was the last director to join the board, commencing their role in 2024.お知らせ • Jun 26+ 2 more updatesNichidenbo Corporation Announces Expiration of the Members of the 5th Remuneration CommitteeNichidenbo Corporation announced the expiration of the members of the 5th Remuneration Committee. Name of the previous position holder: YEN KUO LUNG, SU MING YANG, HSU HSOU CHUN, WU CHIA HSUN. Resume of the previous position holder: YEN KUO LUNG:13th term Independent Director of NICHIDENBO CORPORATION. SU MING YANG:13th term Independent Director of NICHIDENBO CORPORATION. HSU HSOU CHUN:13th term Independent Director of NICHIDENBO CORPORATION. WU CHIA HSUN:13th term Independent Director of NICHIDENBO CORPORATION. Original term: August 5, 2021 to July 21, 2024. 6th Remuneration Committee members will be announced after the board appointed.Declared Dividend • Jun 14Dividend reduced to NT$3.40Dividend of NT$3.40 is 38% lower than last year. Ex-date: 27th June 2024 Payment date: 31st July 2024 Dividend yield will be 4.9%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (87% earnings payout ratio) and cash flows (83% 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. EPS is expected to grow by 2.1% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 14Nichidenbo Corporation Announces Cash Dividend for the Year 2023, Payable on July 31, 2024Nichidenbo Corporation announced Total cash dividend of TWD 723,034,310 for the year 2023. Ex-rights (ex-dividend) trading date is June 27, 2024. Ex-rights (ex-dividend) record date is July 3, 2024. Payment date of common stock cash dividend distribution is July 31, 2024.Reported Earnings • May 11First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: NT$1.24 (up from NT$0.72 in 1Q 2023). Revenue: NT$2.85b (up 12% from 1Q 2023). Net income: NT$258.4m (up 72% from 1Q 2023). Profit margin: 9.1% (up from 5.9% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • May 03Nichidenbo Corporation to Report Q1, 2024 Results on May 08, 2024Nichidenbo Corporation announced that they will report Q1, 2024 results on May 08, 2024お知らせ • Mar 27Nichidenbo Corporation, Annual General Meeting, Jun 25, 2024Nichidenbo Corporation, Annual General Meeting, Jun 25, 2024.Reported Earnings • Mar 17Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: NT$3.39 (down from NT$3.92 in FY 2022). Revenue: NT$10.7b (up 2.1% from FY 2022). Net income: NT$706.3m (down 3.0% from FY 2022). Profit margin: 6.6% (down from 7.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. 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 3% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Mar 01Now 20% undervaluedOver the last 90 days, the stock has risen 3.5% to NT$62.00. The fair value is estimated to be NT$77.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.Buying Opportunity • Jan 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.0%. The fair value is estimated to be NT$72.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 18% in the next 2 years.Buying Opportunity • Dec 15Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.8%. The fair value is estimated to be NT$73.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 18% in the next 2 years.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: NT$1.28 (vs NT$0.83 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.28 (up from NT$0.83 in 3Q 2022). Revenue: NT$2.88b (up 18% from 3Q 2022). Net income: NT$267.1m (up 80% from 3Q 2022). Profit margin: 9.3% (up from 6.1% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Oct 04Now 20% undervaluedOver the last 90 days, the stock is up 8.8%. The fair value is estimated to be NT$72.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 2.9%.お知らせ • Aug 11Nichidenbo Corporation Appoints Wu Chia Hsun as Member of Remuneration CommitteeNichidenbo Corporation appointed WU CHIA HSUN as member of Remuneration Committee. Name of the new position holder: WU CHIA HSUN. Resume of the new position holder: Associate Professor, Department of Finance and International Business, Fu Jen Catholic University. Effective date of the new member: August 10, 2023.Upcoming Dividend • Jun 29Upcoming dividend of NT$5.50 per share at 9.4% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 28 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 9.4%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (4.3%).お知らせ • Jun 17Nichidenbo Corporation Appoints Gwu Chia Hsun as Additional Independent DirectorNichidenbo Corporation announced election result of the 13th term one additional Independent Director. Title and name of the new position holder: Independent director- GWU CHIA HSUN. Resume of the new position holder: Associate Professor, Department of Finance and International Business, Fu Jen Catholic University. Effective date of the new appointment: June 15, 2023. Reason for the change: Election of one additional independent director.お知らせ • Jun 16+ 1 more updateNichidenbo Corporation Approves Cash Dividend for 2022Nichidenbo Corporation at the Annual General Shareholders' Meeting held on June 15, 2023, approved Adoption of the Proposal for Distribution of 2022 Profits: (cash dividend of TWD 5.5 per share).Reported Earnings • Mar 21Full year 2022 earnings released: EPS: NT$3.92 (vs NT$4.59 in FY 2021)Full year 2022 results: EPS: NT$3.92 (down from NT$4.59 in FY 2021). Revenue: NT$10.4b (down 4.3% from FY 2021). Net income: NT$728.1m (down 11% from FY 2021). Profit margin: 7.0% (down from 7.5% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year.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. 8 non-independent directors. Independent Director Ming Yang Su was the last independent director to join the board, commencing their role in 2021. 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: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: NT$0.83 (down from NT$1.22 in 3Q 2021). Revenue: NT$2.45b (down 12% from 3Q 2021). Net income: NT$148.7m (down 32% from 3Q 2021). Profit margin: 6.1% (down from 7.9% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 22%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Oct 21Now 20% undervaluedOver the last 90 days, the stock is up 2.5%. The fair value is estimated to be NT$59.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 7.1%. Revenue is forecast to grow by 14% in a year. Earnings is forecast to grow by 13% in the next year.Reported Earnings • Aug 13Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: NT$1.40 (up from NT$1.27 in 2Q 2021). Revenue: NT$2.89b (up 2.9% from 2Q 2021). Net income: NT$249.5m (up 9.7% from 2Q 2021). Profit margin: 8.6% (up from 8.1% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) exceeded analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 14%, compared to a 8.6% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$44.70, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Electronic industry in Taiwan. Total loss to shareholders of 6.0% over the past three years.Upcoming Dividend • Jun 27Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 04 July 2022. Payment date: 29 July 2022. Payout ratio is on the higher end at 81% but the company is not cash flow positive. Trailing yield: 7.6%. Within top quartile of Taiwanese dividend payers (6.3%). Higher than average of industry peers (4.6%).Buying Opportunity • Jun 20Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.9%. The fair value is estimated to be NT$65.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has declined by 7.8%. Revenue is forecast to grow by 11% in a year. Earnings is forecast to grow by 13% in the next year.お知らせ • Jun 17Nichidenbo Corporation Announces Total Cash Dividend, Payable on July 29, 2022Nichidenbo Corporation announced total cash dividend is TWD 714,628,600, at the AGM held on June 16, 2022. Ex-rights (ex-dividend) trading date is July 4, 2022. Ex-rights (ex-dividend) record date is July 10, 2022. The dividend will be payable on July 29, 2022.お知らせ • May 06Nichidenbo Corporation announced a financing transactionNichidenbo Corporation announced a private placement of not more than 30,000,000 common shares on May 4, 2022.Reported Earnings • May 06First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: NT$1.61 (up from NT$1.26 in 1Q 2021). Revenue: NT$3.06b (up 10% from 1Q 2021). Net income: NT$287.4m (up 28% from 1Q 2021). Profit margin: 9.4% (up from 8.1% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 9.7%. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Board Change • Apr 27Less 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. 8 non-independent directors. Independent Director Ming Yang Su was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 31Nichidenbo Corporation, Annual General Meeting, Jun 15, 2022Nichidenbo Corporation, Annual General Meeting, Jun 15, 2022.Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS NT$1.22 (vs NT$0.99 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$2.77b (up 15% from 3Q 2020). Net income: NT$217.5m (up 23% from 3Q 2020). Profit margin: 7.9% (up from 7.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$1.27 (vs NT$0.88 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$2.81b (up 14% from 2Q 2020). Net income: NT$227.4m (up 45% from 2Q 2020). Profit margin: 8.1% (up from 6.4% 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 34% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Aug 02Upcoming dividend of NT$3.10 per shareEligible shareholders must have bought the stock before 09 August 2021. Payment date: 25 August 2021. Trailing yield: 5.4%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to NT$47.80, the stock trades at a trailing P/E ratio of 12.6x. Average forward P/E is 11x in the Electronic industry in Taiwan. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$43.45 per share.Reported Earnings • May 08First quarter 2021 earnings released: EPS NT$1.25 (vs NT$0.82 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.78b (up 34% from 1Q 2020). Net income: NT$224.2m (up 53% from 1Q 2020). Profit margin: 8.1% (up from 7.1% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% 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 • Mar 26Full year 2020 earnings released: EPS NT$3.36 (vs NT$3.32 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: NT$9.24b (up 4.8% from FY 2019). Net income: NT$599.8m (up 1.1% from FY 2019). Profit margin: 6.5% (down from 6.7% in FY 2019). The decrease in margin was driven by higher expenses. 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 3% per year, which means it is well ahead of earnings.分析記事 • Mar 22These 4 Measures Indicate That Nichidenbo (TPE:3090) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Mar 04Will The ROCE Trend At Nichidenbo (TPE:3090) Continue?If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...Is New 90 Day High Low • Feb 23New 90-day high: NT$53.70The company is up 12% from its price of NT$47.90 on 25 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 25% over the same period.分析記事 • Feb 14Do Investors Have Good Reason To Be Wary Of Nichidenbo Corporation's (TPE:3090) 7.1% Dividend Yield?Is Nichidenbo Corporation ( TPE:3090 ) a good dividend stock? How can we tell? Dividend paying companies with growing...分析記事 • Jan 30A Look At The Fair Value Of Nichidenbo Corporation (TPE:3090)Today we will run through one way of estimating the intrinsic value of Nichidenbo Corporation ( TPE:3090 ) by taking...分析記事 • Jan 15Nichidenbo (TPE:3090) Has Gifted Shareholders With A Fantastic 263% Total Return On Their InvestmentThe worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...Is New 90 Day High Low • Jan 05New 90-day high: NT$52.50The company is up 19% from its price of NT$44.15 on 07 October 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 20% over the same period.分析記事 • Dec 30Nichidenbo Corporation's (TPE:3090) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Nichidenbo's (TPE:3090) stock is up by a considerable 15% over the past three months. Given the company's impressive...分析記事 • Dec 15We Think Nichidenbo (TPE:3090) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Is New 90 Day High Low • Dec 09New 90-day high: NT$51.60The company is up 15% from its price of NT$44.80 on 10 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 12% over the same period.分析記事 • Nov 29Returns On Capital - An Important Metric For Nichidenbo (TPE:3090)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few...Is New 90 Day High Low • Nov 20New 90-day high: NT$48.55The company is up 8.0% from its price of NT$45.15 on 21 August 2020. The Taiwanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electronic industry, which is up 5.0% over the same period.Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.99The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$2.41b (up 4.9% from 3Q 2019). Net income: NT$177.1m (down 20% from 3Q 2019). Profit margin: 7.3% (down from 9.6% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Sep 24New 90-day low: NT$43.20The company is down 20% from its price of NT$53.70 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.配当金の支払いについて今日May 25 2026配当落ち日Jul 02 2026配当支払日Jul 31 202629 days 配当落ちから次の38 days 、次の配当を受け取るために購入する。決済の安定と成長配当データの取得安定した配当: 3090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: 3090の配当金は過去10年間にわたって増加しています。配当利回り対市場Nichidenbo 配当利回り対市場3090 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 (3090)2.0%市場下位25% (TW)1.4%市場トップ25% (TW)5.0%業界平均 (Electronic)1.3%アナリスト予想 (3090) (最長3年)n/a注目すべき配当: 3090の配当金 ( 2.03% ) はTW市場の配当金支払者の下位 25% ( 1.39% ) よりも高くなっています。高配当: 3090の配当金 ( 2.03% ) はTW市場の配当金支払者の上位 25% ( 4.97% ) 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（ 87.6% ）では、 3090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: 3090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2026/05/25 09:36終値2026/05/25 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Nichidenbo Corporation 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。3 アナリスト機関Licheng ZhuangCapital Securities CorporationMatthew HsiehMasterlink Securities Investment AdvisoryHsiming HuangSinoPac Securities Investment Service
Declared Dividend • 1hDividend increased to NT$4.80Dividend of NT$4.80 is 14% higher than last year. Ex-date: 2nd July 2026 Payment date: 31st July 2026 Dividend yield will be 2.0%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (88% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jun 27Upcoming dividend of NT$4.20 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 31 July 2025. Payout ratio is on the higher end at 85% but the company is not cash flow positive. Trailing yield: 5.6%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (3.2%).
Declared Dividend • Jun 13Dividend increased to NT$4.20Dividend of NT$4.20 is 24% higher than last year. Ex-date: 3rd July 2025 Payment date: 31st July 2025 Dividend yield will be 5.5%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (85% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 9.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 12Nichidenbo Corporation Adopts Cash Dividend Distribution for 2024, Payable on July 31, 2025Nichidenbo Corporation in its Shareholders meeting held on June 11, 2025 adoption of cash dividend distribution of TWD 4.2 per share for 2024. Ex-rights (ex-dividend) trading date: July 3, 2025. Ex-rights (ex-dividend) record date: July 9, 2025. Payment date of common stock cash dividend distribution is July 31, 2025.
Declared Dividend • Jun 14Dividend reduced to NT$3.40Dividend of NT$3.40 is 38% lower than last year. Ex-date: 27th June 2024 Payment date: 31st July 2024 Dividend yield will be 4.9%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (87% earnings payout ratio) and cash flows (83% 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. EPS is expected to grow by 2.1% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 14Nichidenbo Corporation Announces Cash Dividend for the Year 2023, Payable on July 31, 2024Nichidenbo Corporation announced Total cash dividend of TWD 723,034,310 for the year 2023. Ex-rights (ex-dividend) trading date is June 27, 2024. Ex-rights (ex-dividend) record date is July 3, 2024. Payment date of common stock cash dividend distribution is July 31, 2024.
Declared Dividend • 1hDividend increased to NT$4.80Dividend of NT$4.80 is 14% higher than last year. Ex-date: 2nd July 2026 Payment date: 31st July 2026 Dividend yield will be 2.0%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (88% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • May 22New 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 9.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (35% increase in shares outstanding). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.5% average weekly change).
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$122, the stock trades at a trailing P/E ratio of 25.3x. Average trailing P/E is 31x in the Electronic industry in Taiwan. Total returns to shareholders of 162% over the past three years.
Reported Earnings • May 07First quarter 2026 earnings released: EPS: NT$1.00 (vs NT$1.67 in 1Q 2025)First quarter 2026 results: EPS: NT$1.00. Revenue: NT$4.49b (up 18% from 1Q 2025). Net income: NT$479.6m (up 37% from 1Q 2025). Profit margin: 11% (up from 9.2% in 1Q 2025). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$107, the stock trades at a trailing P/E ratio of 24.4x. Average trailing P/E is 28x in the Electronic industry in Taiwan. Total returns to shareholders of 121% over the past three years.
New Risk • Mar 21New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 35% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (35% increase in shares outstanding). Minor Risk Dividend is not well covered by cash flows (dividend per share is over 24x cash flows per share).
お知らせ • Mar 03Nichidenbo Corporation, Annual General Meeting, May 22, 2026Nichidenbo Corporation, Annual General Meeting, May 22, 2026, at 09:00 Taipei Standard Time. Location: 1 floor no,4 aly.1 szu wei ln., chung cheng rd., sindian district, new taipei city Taiwan
Reported Earnings • Mar 03Full year 2025 earnings released: EPS: NT$5.48 (vs NT$4.52 in FY 2024)Full year 2025 results: EPS: NT$5.48 (up from NT$4.52 in FY 2024). Revenue: NT$15.7b (up 30% from FY 2024). Net income: NT$1.25b (up 32% from FY 2024). Profit margin: 8.0% (up from 7.8% in FY 2024). 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 whereas the company’s share price has increased by 17% per year.
Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$108, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 146% over the past three years.
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$106, the stock trades at a trailing P/E ratio of 21x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 142% over the past three years.
New Risk • Dec 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.4% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.4% average weekly change).
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: NT$1.97 (vs NT$1.24 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.97 (up from NT$1.24 in 3Q 2024). Revenue: NT$4.05b (up 23% from 3Q 2024). Net income: NT$417.1m (up 61% from 3Q 2024). Profit margin: 10% (up from 7.9% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$88.80, the stock trades at a trailing P/E ratio of 20.2x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total returns to shareholders of 127% over the past three years.
Buy Or Sell Opportunity • Oct 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.7% to NT$78.80. The fair value is estimated to be NT$64.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 7.2%.
Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: NT$0.56 (vs NT$1.06 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.56 (down from NT$1.06 in 2Q 2024). Revenue: NT$4.07b (up 43% from 2Q 2024). Net income: NT$118.6m (down 47% from 2Q 2024). Profit margin: 2.9% (down from 7.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Jul 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to NT$81.00. The fair value is estimated to be NT$66.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 4.9%.
Upcoming Dividend • Jun 27Upcoming dividend of NT$4.20 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 31 July 2025. Payout ratio is on the higher end at 85% but the company is not cash flow positive. Trailing yield: 5.6%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (3.2%).
Declared Dividend • Jun 13Dividend increased to NT$4.20Dividend of NT$4.20 is 24% higher than last year. Ex-date: 3rd July 2025 Payment date: 31st July 2025 Dividend yield will be 5.5%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (85% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 9.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 12Nichidenbo Corporation Adopts Cash Dividend Distribution for 2024, Payable on July 31, 2025Nichidenbo Corporation in its Shareholders meeting held on June 11, 2025 adoption of cash dividend distribution of TWD 4.2 per share for 2024. Ex-rights (ex-dividend) trading date: July 3, 2025. Ex-rights (ex-dividend) record date: July 9, 2025. Payment date of common stock cash dividend distribution is July 31, 2025.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$73.80, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 19x in the Electronic industry in Taiwan. Total returns to shareholders of 74% over the past three years.
New Risk • May 08New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 26% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (26% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • May 08First quarter 2025 earnings released: EPS: NT$1.67 (vs NT$1.24 in 1Q 2024)First quarter 2025 results: EPS: NT$1.67 (up from NT$1.24 in 1Q 2024). Revenue: NT$3.80b (up 33% from 1Q 2024). Net income: NT$350.4m (up 36% from 1Q 2024). Profit margin: 9.2% (up from 9.1% in 1Q 2024). The increase in margin was driven by higher revenue. 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 10% per year.
お知らせ • Apr 30Nichidenbo Corporation to Report Q1, 2025 Results on May 07, 2025Nichidenbo Corporation announced that they will report Q1, 2025 results on May 07, 2025
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to NT$55.20, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 30% over the past three years.
New Risk • Mar 27New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 93% The company is paying a dividend despite having no free cash flows. Dividend yield: 5.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 22Full year 2024 earnings released: EPS: NT$4.52 (vs NT$3.39 in FY 2023)Full year 2024 results: EPS: NT$4.52 (up from NT$3.39 in FY 2023). Revenue: NT$12.1b (up 14% from FY 2023). Net income: NT$946.8m (up 34% from FY 2023). Profit margin: 7.8% (up from 6.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 14Nichidenbo Corporation, Annual General Meeting, Jun 11, 2025Nichidenbo Corporation, Annual General Meeting, Jun 11, 2025. Location: 1 floor no,4 aly.1 szu wei ln., chung cheng rd., sindian district, new taipei city Taiwan
お知らせ • Mar 06Nichidenbo Corporation to Report Q4, 2024 Results on Mar 13, 2025Nichidenbo Corporation announced that they will report Q4, 2024 results on Mar 13, 2025
New Risk • Jan 29New 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 (122% cash payout ratio). Share price has been volatile over the past 3 months (6.1% average weekly change).
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
分析記事 • Dec 04Nichidenbo Corporation's (TWSE:3090) 29% Share Price Surge Not Quite Adding UpThe Nichidenbo Corporation ( TWSE:3090 ) share price has done very well over the last month, posting an excellent gain...
Reported Earnings • Nov 08Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: NT$1.24 (down from NT$1.28 in 3Q 2023). Revenue: NT$3.29b (up 14% from 3Q 2023). Net income: NT$259.6m (down 2.8% from 3Q 2023). Profit margin: 7.9% (down from 9.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) also surpassed analyst estimates by 36%. Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Oct 30Nichidenbo Corporation to Report Q3, 2024 Results on Nov 06, 2024Nichidenbo Corporation announced that they will report Q3, 2024 results on Nov 06, 2024
Reported Earnings • Aug 10Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: NT$1.06 (up from NT$0.89 in 2Q 2023). Revenue: NT$2.84b (up 11% from 2Q 2023). Net income: NT$222.1m (up 19% from 2Q 2023). Profit margin: 7.8% (up from 7.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Taiwan. 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 7% per year, which means it is well ahead of earnings.
お知らせ • Jul 31Nichidenbo Corporation to Report Q2, 2024 Results on Aug 07, 2024Nichidenbo Corporation announced that they will report Q2, 2024 results on Aug 07, 2024
Board Change • Jul 01High number of new directorsIndependent Director Gwo Wei Wan was the last director to join the board, commencing their role in 2024.
お知らせ • Jun 26+ 2 more updatesNichidenbo Corporation Announces Expiration of the Members of the 5th Remuneration CommitteeNichidenbo Corporation announced the expiration of the members of the 5th Remuneration Committee. Name of the previous position holder: YEN KUO LUNG, SU MING YANG, HSU HSOU CHUN, WU CHIA HSUN. Resume of the previous position holder: YEN KUO LUNG:13th term Independent Director of NICHIDENBO CORPORATION. SU MING YANG:13th term Independent Director of NICHIDENBO CORPORATION. HSU HSOU CHUN:13th term Independent Director of NICHIDENBO CORPORATION. WU CHIA HSUN:13th term Independent Director of NICHIDENBO CORPORATION. Original term: August 5, 2021 to July 21, 2024. 6th Remuneration Committee members will be announced after the board appointed.
Declared Dividend • Jun 14Dividend reduced to NT$3.40Dividend of NT$3.40 is 38% lower than last year. Ex-date: 27th June 2024 Payment date: 31st July 2024 Dividend yield will be 4.9%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (87% earnings payout ratio) and cash flows (83% 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. EPS is expected to grow by 2.1% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 14Nichidenbo Corporation Announces Cash Dividend for the Year 2023, Payable on July 31, 2024Nichidenbo Corporation announced Total cash dividend of TWD 723,034,310 for the year 2023. Ex-rights (ex-dividend) trading date is June 27, 2024. Ex-rights (ex-dividend) record date is July 3, 2024. Payment date of common stock cash dividend distribution is July 31, 2024.
Reported Earnings • May 11First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: NT$1.24 (up from NT$0.72 in 1Q 2023). Revenue: NT$2.85b (up 12% from 1Q 2023). Net income: NT$258.4m (up 72% from 1Q 2023). Profit margin: 9.1% (up from 5.9% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • May 03Nichidenbo Corporation to Report Q1, 2024 Results on May 08, 2024Nichidenbo Corporation announced that they will report Q1, 2024 results on May 08, 2024
お知らせ • Mar 27Nichidenbo Corporation, Annual General Meeting, Jun 25, 2024Nichidenbo Corporation, Annual General Meeting, Jun 25, 2024.
Reported Earnings • Mar 17Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: NT$3.39 (down from NT$3.92 in FY 2022). Revenue: NT$10.7b (up 2.1% from FY 2022). Net income: NT$706.3m (down 3.0% from FY 2022). Profit margin: 6.6% (down from 7.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. 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 3% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Mar 01Now 20% undervaluedOver the last 90 days, the stock has risen 3.5% to NT$62.00. The fair value is estimated to be NT$77.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.
Buying Opportunity • Jan 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.0%. The fair value is estimated to be NT$72.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 18% in the next 2 years.
Buying Opportunity • Dec 15Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.8%. The fair value is estimated to be NT$73.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 18% in the next 2 years.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: NT$1.28 (vs NT$0.83 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.28 (up from NT$0.83 in 3Q 2022). Revenue: NT$2.88b (up 18% from 3Q 2022). Net income: NT$267.1m (up 80% from 3Q 2022). Profit margin: 9.3% (up from 6.1% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Oct 04Now 20% undervaluedOver the last 90 days, the stock is up 8.8%. The fair value is estimated to be NT$72.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 2.9%.
お知らせ • Aug 11Nichidenbo Corporation Appoints Wu Chia Hsun as Member of Remuneration CommitteeNichidenbo Corporation appointed WU CHIA HSUN as member of Remuneration Committee. Name of the new position holder: WU CHIA HSUN. Resume of the new position holder: Associate Professor, Department of Finance and International Business, Fu Jen Catholic University. Effective date of the new member: August 10, 2023.
Upcoming Dividend • Jun 29Upcoming dividend of NT$5.50 per share at 9.4% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 28 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 9.4%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (4.3%).
お知らせ • Jun 17Nichidenbo Corporation Appoints Gwu Chia Hsun as Additional Independent DirectorNichidenbo Corporation announced election result of the 13th term one additional Independent Director. Title and name of the new position holder: Independent director- GWU CHIA HSUN. Resume of the new position holder: Associate Professor, Department of Finance and International Business, Fu Jen Catholic University. Effective date of the new appointment: June 15, 2023. Reason for the change: Election of one additional independent director.
お知らせ • Jun 16+ 1 more updateNichidenbo Corporation Approves Cash Dividend for 2022Nichidenbo Corporation at the Annual General Shareholders' Meeting held on June 15, 2023, approved Adoption of the Proposal for Distribution of 2022 Profits: (cash dividend of TWD 5.5 per share).
Reported Earnings • Mar 21Full year 2022 earnings released: EPS: NT$3.92 (vs NT$4.59 in FY 2021)Full year 2022 results: EPS: NT$3.92 (down from NT$4.59 in FY 2021). Revenue: NT$10.4b (down 4.3% from FY 2021). Net income: NT$728.1m (down 11% from FY 2021). Profit margin: 7.0% (down from 7.5% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year.
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. 8 non-independent directors. Independent Director Ming Yang Su was the last independent director to join the board, commencing their role in 2021. 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: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: NT$0.83 (down from NT$1.22 in 3Q 2021). Revenue: NT$2.45b (down 12% from 3Q 2021). Net income: NT$148.7m (down 32% from 3Q 2021). Profit margin: 6.1% (down from 7.9% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 22%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Oct 21Now 20% undervaluedOver the last 90 days, the stock is up 2.5%. The fair value is estimated to be NT$59.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 7.1%. Revenue is forecast to grow by 14% in a year. Earnings is forecast to grow by 13% in the next year.
Reported Earnings • Aug 13Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: NT$1.40 (up from NT$1.27 in 2Q 2021). Revenue: NT$2.89b (up 2.9% from 2Q 2021). Net income: NT$249.5m (up 9.7% from 2Q 2021). Profit margin: 8.6% (up from 8.1% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) exceeded analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 14%, compared to a 8.6% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$44.70, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Electronic industry in Taiwan. Total loss to shareholders of 6.0% over the past three years.
Upcoming Dividend • Jun 27Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 04 July 2022. Payment date: 29 July 2022. Payout ratio is on the higher end at 81% but the company is not cash flow positive. Trailing yield: 7.6%. Within top quartile of Taiwanese dividend payers (6.3%). Higher than average of industry peers (4.6%).
Buying Opportunity • Jun 20Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.9%. The fair value is estimated to be NT$65.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has declined by 7.8%. Revenue is forecast to grow by 11% in a year. Earnings is forecast to grow by 13% in the next year.
お知らせ • Jun 17Nichidenbo Corporation Announces Total Cash Dividend, Payable on July 29, 2022Nichidenbo Corporation announced total cash dividend is TWD 714,628,600, at the AGM held on June 16, 2022. Ex-rights (ex-dividend) trading date is July 4, 2022. Ex-rights (ex-dividend) record date is July 10, 2022. The dividend will be payable on July 29, 2022.
お知らせ • May 06Nichidenbo Corporation announced a financing transactionNichidenbo Corporation announced a private placement of not more than 30,000,000 common shares on May 4, 2022.
Reported Earnings • May 06First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: NT$1.61 (up from NT$1.26 in 1Q 2021). Revenue: NT$3.06b (up 10% from 1Q 2021). Net income: NT$287.4m (up 28% from 1Q 2021). Profit margin: 9.4% (up from 8.1% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 9.7%. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27Less 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. 8 non-independent directors. Independent Director Ming Yang Su was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 31Nichidenbo Corporation, Annual General Meeting, Jun 15, 2022Nichidenbo Corporation, Annual General Meeting, Jun 15, 2022.
Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS NT$1.22 (vs NT$0.99 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$2.77b (up 15% from 3Q 2020). Net income: NT$217.5m (up 23% from 3Q 2020). Profit margin: 7.9% (up from 7.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$1.27 (vs NT$0.88 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$2.81b (up 14% from 2Q 2020). Net income: NT$227.4m (up 45% from 2Q 2020). Profit margin: 8.1% (up from 6.4% 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 34% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Aug 02Upcoming dividend of NT$3.10 per shareEligible shareholders must have bought the stock before 09 August 2021. Payment date: 25 August 2021. Trailing yield: 5.4%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).
Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to NT$47.80, the stock trades at a trailing P/E ratio of 12.6x. Average forward P/E is 11x in the Electronic industry in Taiwan. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$43.45 per share.
Reported Earnings • May 08First quarter 2021 earnings released: EPS NT$1.25 (vs NT$0.82 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.78b (up 34% from 1Q 2020). Net income: NT$224.2m (up 53% from 1Q 2020). Profit margin: 8.1% (up from 7.1% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% 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 • Mar 26Full year 2020 earnings released: EPS NT$3.36 (vs NT$3.32 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: NT$9.24b (up 4.8% from FY 2019). Net income: NT$599.8m (up 1.1% from FY 2019). Profit margin: 6.5% (down from 6.7% in FY 2019). The decrease in margin was driven by higher expenses. 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 3% per year, which means it is well ahead of earnings.
分析記事 • Mar 22These 4 Measures Indicate That Nichidenbo (TPE:3090) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Mar 04Will The ROCE Trend At Nichidenbo (TPE:3090) Continue?If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Is New 90 Day High Low • Feb 23New 90-day high: NT$53.70The company is up 12% from its price of NT$47.90 on 25 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 25% over the same period.
分析記事 • Feb 14Do Investors Have Good Reason To Be Wary Of Nichidenbo Corporation's (TPE:3090) 7.1% Dividend Yield?Is Nichidenbo Corporation ( TPE:3090 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
分析記事 • Jan 30A Look At The Fair Value Of Nichidenbo Corporation (TPE:3090)Today we will run through one way of estimating the intrinsic value of Nichidenbo Corporation ( TPE:3090 ) by taking...
分析記事 • Jan 15Nichidenbo (TPE:3090) Has Gifted Shareholders With A Fantastic 263% Total Return On Their InvestmentThe worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...
Is New 90 Day High Low • Jan 05New 90-day high: NT$52.50The company is up 19% from its price of NT$44.15 on 07 October 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 20% over the same period.
分析記事 • Dec 30Nichidenbo Corporation's (TPE:3090) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Nichidenbo's (TPE:3090) stock is up by a considerable 15% over the past three months. Given the company's impressive...
分析記事 • Dec 15We Think Nichidenbo (TPE:3090) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Is New 90 Day High Low • Dec 09New 90-day high: NT$51.60The company is up 15% from its price of NT$44.80 on 10 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 12% over the same period.
分析記事 • Nov 29Returns On Capital - An Important Metric For Nichidenbo (TPE:3090)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few...
Is New 90 Day High Low • Nov 20New 90-day high: NT$48.55The company is up 8.0% from its price of NT$45.15 on 21 August 2020. The Taiwanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electronic industry, which is up 5.0% over the same period.
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.99The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$2.41b (up 4.9% from 3Q 2019). Net income: NT$177.1m (down 20% from 3Q 2019). Profit margin: 7.3% (down from 9.6% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Sep 24New 90-day low: NT$43.20The company is down 20% from its price of NT$53.70 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.