Heran(5283)株式概要Heran Co, Ltd.は台湾で家電製品を製造・販売している。 詳細5283 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績4/6財務の健全性5/6配当金2/6報酬株価収益率( 8.8 x) TW市場( 22.5 x)を下回っています。過去1年間で収益は5.8%増加しました リスク分析過去5年間で収益は年間15.6%減少しました。 すべてのリスクチェックを見る5283 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$51.9032.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture07b2016201920222025202620282031Revenue NT$6.5bEarnings NT$520.2mAdvancedSet Fair ValueView all narrativesHeran Co., Ltd. 競合他社Microprogram InformationLtdSymbol: TWSE:7721Market cap: NT$4.5bPromate SolutionsSymbol: TPEX:6577Market cap: NT$4.8bDynaColorSymbol: TPEX:5489Market cap: NT$3.9bAVer InformationSymbol: TWSE:3669Market cap: NT$3.6b価格と性能株価の高値、安値、推移の概要Heran過去の株価現在の株価NT$51.9052週高値NT$72.9252週安値NT$50.90ベータ0.231ヶ月の変化-3.35%3ヶ月変化-13.79%1年変化-28.82%3年間の変化-42.86%5年間の変化-47.44%IPOからの変化71.27%最新ニュースReported Earnings • May 20First quarter 2026 earnings released: EPS: NT$0.16 (vs NT$0.13 loss in 1Q 2025)First quarter 2026 results: EPS: NT$0.16 (up from NT$0.13 loss in 1Q 2025). Revenue: NT$1.22b (down 3.4% from 1Q 2025). Net income: NT$13.7m (up NT$25.0m from 1Q 2025). Profit margin: 1.1% (up from net loss in 1Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Mar 20Upcoming dividend of NT$0.20 per shareEligible shareholders must have bought the stock before 27 March 2026. Payment date: 24 April 2026. Payout ratio is a comfortable 8.3% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (1.9%).Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$5.63 (vs NT$5.34 in FY 2024)Full year 2025 results: EPS: NT$5.63 (up from NT$5.34 in FY 2024). Revenue: NT$6.47b (flat on FY 2024). Net income: NT$493.1m (up 5.5% from FY 2024). Profit margin: 7.6% (up from 7.3% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 14% per year.お知らせ • Mar 12Heran Co., Ltd., Annual General Meeting, Jun 23, 2026Heran Co., Ltd., Annual General Meeting, Jun 23, 2026. Location: 1 floor no,289, wen ho rd., gueishan district, taoyuan city TaiwanReported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$2.20 (vs NT$2.61 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.20 (down from NT$2.61 in 3Q 2024). Revenue: NT$1.65b (down 15% from 3Q 2024). Net income: NT$192.9m (down 16% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Oct 24Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 31 October 2025. Payment date: 18 November 2025. Payout ratio is a comfortable 7.7% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (2.2%).最新情報をもっと見るRecent updatesReported Earnings • May 20First quarter 2026 earnings released: EPS: NT$0.16 (vs NT$0.13 loss in 1Q 2025)First quarter 2026 results: EPS: NT$0.16 (up from NT$0.13 loss in 1Q 2025). Revenue: NT$1.22b (down 3.4% from 1Q 2025). Net income: NT$13.7m (up NT$25.0m from 1Q 2025). Profit margin: 1.1% (up from net loss in 1Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Mar 20Upcoming dividend of NT$0.20 per shareEligible shareholders must have bought the stock before 27 March 2026. Payment date: 24 April 2026. Payout ratio is a comfortable 8.3% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (1.9%).Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$5.63 (vs NT$5.34 in FY 2024)Full year 2025 results: EPS: NT$5.63 (up from NT$5.34 in FY 2024). Revenue: NT$6.47b (flat on FY 2024). Net income: NT$493.1m (up 5.5% from FY 2024). Profit margin: 7.6% (up from 7.3% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 14% per year.お知らせ • Mar 12Heran Co., Ltd., Annual General Meeting, Jun 23, 2026Heran Co., Ltd., Annual General Meeting, Jun 23, 2026. Location: 1 floor no,289, wen ho rd., gueishan district, taoyuan city TaiwanReported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$2.20 (vs NT$2.61 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.20 (down from NT$2.61 in 3Q 2024). Revenue: NT$1.65b (down 15% from 3Q 2024). Net income: NT$192.9m (down 16% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Oct 24Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 31 October 2025. Payment date: 18 November 2025. Payout ratio is a comfortable 7.7% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (2.2%).Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$73.30, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total loss to shareholders of 17% over the past three years.Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: NT$2.59 (vs NT$2.76 in 2Q 2024)Second quarter 2025 results: EPS: NT$2.59 (down from NT$2.76 in 2Q 2024). Revenue: NT$2.10b (up 10.0% from 2Q 2024). Net income: NT$188.8m (down 6.3% from 2Q 2024). Profit margin: 9.0% (down from 11% 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 20% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Reported Earnings • May 16First quarter 2025 earnings released: NT$0.16 loss per share (vs NT$0.46 loss in 1Q 2024)First quarter 2025 results: NT$0.16 loss per share (improved from NT$0.46 loss in 1Q 2024). Revenue: NT$1.27b (up 13% from 1Q 2024). Net loss: NT$11.3m (loss narrowed 66% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • May 01Heran Co., Ltd. to Report Q1, 2025 Results on May 08, 2025Heran Co., Ltd. announced that they will report Q1, 2025 results on May 08, 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$82.60, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total loss to shareholders of 15% over the past three years.Reported Earnings • Mar 27Full year 2024 earnings released: EPS: NT$6.40 (vs NT$7.78 in FY 2023)Full year 2024 results: EPS: NT$6.40 (down from NT$7.78 in FY 2023). Revenue: NT$6.42b (up 3.6% from FY 2023). Net income: NT$467.5m (down 18% from FY 2023). Profit margin: 7.3% (down from 9.2% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Mar 12Heran Co., Ltd., Annual General Meeting, Jun 03, 2025Heran Co., Ltd., Annual General Meeting, Jun 03, 2025, at 09:00 Taipei Standard Time. Location: 1 floor no,289, wen ho rd., gueishan district, taoyuan city Taiwanお知らせ • Mar 11Heran Co., Ltd. Omits to Pay Cash Dividend for the Second Half from July 1, 2024 to December 31, 2024Heran Co., Ltd. announced dividend for the second half from July 1, 2024 to December 31, 2024. Appropriations of earnings in cash dividends to shareholders is TWD 0 per share. Cash distributed from legal reserve and capital surplus to shareholders is TWD 0. .Date of the board of directors resolution: March 10, 2025.お知らせ • Feb 27Heran Co., Ltd. to Report Q4, 2024 Results on Mar 10, 2025Heran Co., Ltd. announced that they will report Q4, 2024 results on Mar 10, 2025Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$3.13 (vs NT$2.29 in 3Q 2023)Third quarter 2024 results: EPS: NT$3.13 (up from NT$2.29 in 3Q 2023). Revenue: NT$1.94b (up 20% from 3Q 2023). Net income: NT$228.5m (up 37% from 3Q 2023). Profit margin: 12% (up from 10% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$2.76 (vs NT$3.39 in 2Q 2023)Second quarter 2024 results: EPS: NT$2.76 (down from NT$3.39 in 2Q 2023). Revenue: NT$1.91b (down 3.3% from 2Q 2023). Net income: NT$201.4m (down 19% from 2Q 2023). Profit margin: 11% (down from 13% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.分析記事 • Aug 15Heran (TWSE:5283) Has Announced A Dividend Of NT$4.00Heran Co., Ltd.'s ( TWSE:5283 ) investors are due to receive a payment of NT$4.00 per share on 26th of September. The...Declared Dividend • Aug 14Dividend of NT$4.00 announcedShareholders will receive a dividend of NT$4.00. Ex-date: 29th August 2024 Payment date: 26th September 2024 Dividend yield will be 7.4%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (110% earnings payout ratio) nor is it adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 17% 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 grow by 22% to bring the payout ratio under control. However, EPS has declined by 12% over the last 5 years so the company would need to reverse this trend.お知らせ • Aug 02Heran Co., Ltd. to Report Q2, 2024 Results on Aug 12, 2024Heran Co., Ltd. announced that they will report Q2, 2024 results on Aug 12, 2024お知らせ • Jul 31Heran Co., Ltd. Announces Change in Representative of the Company's Institutional DirectorHeran Co., Ltd. appointed Lei,Chia Chun,the principal financial officer and corporate governance officer of the company as Representative of the Company's Institutional Director in place of Tsai, Steven. Effective date of the new appointment on July 30, 2024.Reported Earnings • May 18First quarter 2024 earnings released: NT$0.46 loss per share (vs NT$0.94 profit in 1Q 2023)First quarter 2024 results: NT$0.46 loss per share (down from NT$0.94 profit in 1Q 2023). Revenue: NT$1.12b (down 8.7% from 1Q 2023). Net loss: NT$33.3m (down 149% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 29Full year 2023 earnings released: EPS: NT$7.78 (vs NT$10.21 in FY 2022)Full year 2023 results: EPS: NT$7.78 (down from NT$10.21 in FY 2022). Revenue: NT$6.19b (down 9.5% from FY 2022). Net income: NT$568.1m (down 24% from FY 2022). Profit margin: 9.2% (down from 11% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 12Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 19 March 2024. Payment date: 22 April 2024. Payout ratio is on the higher end at 99%, and the cash payout ratio is above 100%. Trailing yield: 6.9%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (3.5%).分析記事 • Mar 07Heran (TWSE:5283) Will Pay A Dividend Of NT$4.00Heran Co., Ltd. ( TWSE:5283 ) has announced that it will pay a dividend of NT$4.00 per share on the 22nd of April. This...お知らせ • Mar 07+ 1 more updateHeran Co., Ltd., Annual General Meeting, Jun 24, 2024Heran Co., Ltd., Annual General Meeting, Jun 24, 2024. Location: 1F., No. 289, Wenhe Rd., Leshanli, Guishan Dist Taoyuan City Taiwan Agenda: To approve 2023 business report, Audit Committee's review report, Report on 2023 cash dividend distribution, Report on 2023 employees' and directors' remuneration, Report on capital surplus distribution, Amendments to the Regulations Procedure for Board of Directors Meeting; and to consider other matters.Declared Dividend • Mar 07Dividend of NT$4.00 announcedDividend of NT$4.00 is the same as last year. Ex-date: 19th March 2024 Payment date: 22nd April 2024 Dividend yield will be 6.9%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio) nor is it covered by cash flows (112% cash payout ratio). The dividend has increased by an average of 25% 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 grow by 9.5% to bring the payout ratio under control. However, EPS has declined by 6.7% over the last 5 years so the company would need to reverse this trend.お知らせ • Mar 05Heran Co., Ltd. Announces Executive ChangesHeran Co., Ltd. announced the appointment of TSAI, PO-YI as chairperson in place of Tsai,Steven as chairperson. Effective from March 4, 2024. Resume of Tsai,Steven: Vice chairperson of Heran Co., LTD.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: NT$2.29 (vs NT$2.95 in 3Q 2022)Third quarter 2023 results: EPS: NT$2.29 (down from NT$2.95 in 3Q 2022). Revenue: NT$1.61b (down 8.8% from 3Q 2022). Net income: NT$167.3m (down 22% from 3Q 2022). Profit margin: 10% (down from 12% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Upcoming Dividend • Aug 24Upcoming dividend of NT$4.00 per share at 7.0% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 7.0%. Within top quartile of Taiwanese dividend payers (5.6%). Higher than average of industry peers (4.2%).Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: NT$3.38 (vs NT$3.77 in 2Q 2022)Second quarter 2023 results: EPS: NT$3.38 (down from NT$3.77 in 2Q 2022). Revenue: NT$1.98b (up 2.0% from 2Q 2022). Net income: NT$247.1m (down 10% from 2Q 2022). Profit margin: 13% (down from 14% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • Mar 26Full year 2022 earnings released: EPS: NT$10.21 (vs NT$10.69 in FY 2021)Full year 2022 results: EPS: NT$10.21 (down from NT$10.69 in FY 2021). Revenue: NT$6.84b (up 7.5% from FY 2021). Net income: NT$745.2m (down 4.5% from FY 2021). Profit margin: 11% (down from 12% in FY 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 5% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 09Upcoming dividend of NT$4.00 per share at 7.0% yieldEligible shareholders must have bought the stock before 16 March 2023. Payment date: 20 April 2023. Payout ratio and cash payout ratio are on the higher end at 78% and 81% respectively. Trailing yield: 7.0%. Within top quartile of Taiwanese dividend payers (6.0%). Higher than average of industry peers (4.5%).Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: NT$2.95 (vs NT$3.18 in 3Q 2021)Third quarter 2022 results: EPS: NT$2.95 (down from NT$3.18 in 3Q 2021). Revenue: NT$1.77b (up 3.5% from 3Q 2021). Net income: NT$215.3m (down 7.1% from 3Q 2021). Profit margin: 12% (down from 14% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 1% per year.Buying Opportunity • Sep 26Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be NT$130, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years, while earnings per share has been flat.Upcoming Dividend • Aug 26Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 02 September 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 7.1%. Within top quartile of Taiwanese dividend payers (6.4%). Higher than average of industry peers (4.4%).Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$3.77 (vs NT$3.78 in 2Q 2021)Second quarter 2022 results: EPS: NT$3.77 (down from NT$3.78 in 2Q 2021). Revenue: NT$1.94b (up 5.9% from 2Q 2021). Net income: NT$275.1m (flat on 2Q 2021). Profit margin: 14% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.Buying Opportunity • Aug 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.1%. The fair value is estimated to be NT$132, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years, while earnings per share has been flat.Buying Opportunity • Jun 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be NT$131, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years, while earnings per share has been flat.Reported Earnings • May 16First quarter 2022 earnings released: EPS: NT$1.99 (vs NT$2.17 in 1Q 2021)First quarter 2022 results: EPS: NT$1.99 (down from NT$2.17 in 1Q 2021). Revenue: NT$1.75b (up 35% from 1Q 2021). Net income: NT$145.0m (down 8.5% from 1Q 2021). Profit margin: 8.3% (down from 12% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 1% per year.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 12Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: NT$10.69 (down from NT$12.73 in FY 2020). Revenue: NT$6.36b (up 5.5% from FY 2020). Net income: NT$780.1m (down 17% from FY 2020). Profit margin: 12% (down from 16% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 16%. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat.Upcoming Dividend • Mar 10Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 17 March 2022. Payment date: 21 April 2022. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 6.6%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (3.3%).Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS NT$3.18 (vs NT$4.91 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.71b (down 12% from 3Q 2020). Net income: NT$231.9m (down 35% from 3Q 2020). Profit margin: 14% (down from 19% in 3Q 2020). 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 whereas the company’s share price has increased by 5% per year.Upcoming Dividend • Aug 26Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 30 September 2021. Trailing yield: 6.8%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (3.2%).Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$3.78 (vs NT$3.77 in 2Q 2020)The company reported a mediocre second quarter result with weaker profit margins, although earnings were flat and revenues improved. Second quarter 2021 results: Revenue: NT$1.83b (up 8.4% from 2Q 2020). Net income: NT$276.1m (flat on 2Q 2020). Profit margin: 15% (down from 16% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year and the company’s share price has also increased by 1% per year.Reported Earnings • May 11First quarter 2021 earnings released: EPS NT$2.17 (vs NT$2.15 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: NT$1.29b (up 8.2% from 1Q 2020). Net income: NT$158.5m (down 3.0% from 1Q 2020). Profit margin: 12% (down from 14% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 6% per year.分析記事 • Apr 22Heran (TPE:5283) Might Become A Compounding MachineIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...分析記事 • Apr 04Key Things To Consider Before Buying Heran Co., Ltd. (TPE:5283) For Its DividendCould Heran Co., Ltd. ( TPE:5283 ) be an attractive dividend share to own for the long haul? Investors are often drawn...Reported Earnings • Mar 25Full year 2020 earnings released: EPS NT$12.73 (vs NT$10.73 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$6.03b (up 4.3% from FY 2019). Net income: NT$940.0m (up 21% from FY 2019). Profit margin: 16% (up from 13% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.お知らせ • Mar 20Heran Co., Ltd., Annual General Meeting, Jun 17, 2021Heran Co., Ltd., Annual General Meeting, Jun 17, 2021.分析記事 • Mar 17Should You Buy Heran Co., Ltd. (TPE:5283) For Its Upcoming Dividend?Heran Co., Ltd. ( TPE:5283 ) stock is about to trade ex-dividend in 4 days. This means that investors who purchase...Upcoming Dividend • Mar 15Upcoming Dividend of NT$4.00 Per ShareWill be paid on the 21st of April to those who are registered shareholders by the 22nd of March. The trailing yield of 5.7% is in the top quartile of Taiwanese dividend payers (4.9%), and it is higher than industry peers (3.0%).分析記事 • Mar 02Are Strong Financial Prospects The Force That Is Driving The Momentum In Heran Co., Ltd.'s TPE:5283) Stock?Most readers would already be aware that Heran's (TPE:5283) stock increased significantly by 30% over the past three...Is New 90 Day High Low • Feb 22New 90-day high: NT$143The company is up 32% from its price of NT$109 on 24 November 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 23% over the same period.分析記事 • Feb 09Heran (TPE:5283) Has Rewarded Shareholders With An Exceptional 475% Total Return On Their InvestmentBuying shares in the best businesses can build meaningful wealth for you and your family. While the best companies are...Is New 90 Day High Low • Jan 25New 90-day high: NT$138The company is up 35% from its price of NT$102 on 27 October 2020. The Taiwanese market is up 23% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 27% over the same period.分析記事 • Jan 22Heran (TPE:5283) Is Growing Earnings But Are They A Good Guide?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...分析記事 • Jan 04Is Heran (TPE:5283) Going To Multiply In Value?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Is New 90 Day High Low • Dec 30New 90-day high: NT$119The company is up 17% from its price of NT$102 on 30 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 16% over the same period.分析記事 • Dec 15Why Dividend Hunters Love Heran Co., Ltd. (TPE:5283)Could Heran Co., Ltd. ( TPE:5283 ) be an attractive dividend share to own for the long haul? Investors are often drawn...Is New 90 Day High Low • Dec 04New 90-day high: NT$109The company is up 3.0% from its price of NT$106 on 04 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 8.0% over the same period.分析記事 • Nov 27Is Heran Co., Ltd.'s(TPE:5283) Recent Stock Performance Tethered To Its Strong Fundamentals?Heran's (TPE:5283) stock is up by a considerable 6.9% over the past month. Given that the market rewards strong...Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS NT$4.91The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$1.94b (up 14% from 3Q 2019). Net income: NT$358.3m (up 41% from 3Q 2019). Profit margin: 19% (up from 15% in 3Q 2019). The increase in margin was driven by higher revenue. 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 4% per year, which means it is well ahead of earnings.株主還元5283TW ElectronicTW 市場7D-0.4%7.8%2.6%1Y-28.8%197.9%94.7%株主還元を見る業界別リターン: 5283過去 1 年間で197.9 % 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: 5283は、過去 1 年間で94.7 % のリターンを上げたTW市場を下回りました。価格変動Is 5283's price volatile compared to industry and market?5283 volatility5283 Average Weekly Movement2.3%Electronic Industry Average Movement8.5%Market Average Movement6.2%10% most volatile stocks in TW Market12.3%10% least volatile stocks in TW Market2.5%安定した株価: 5283 、 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: 5283の 週次ボラティリティ ( 2% ) 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2002n/aQin Hong Linwww.heran.com.twHeran Co., Ltd.は台湾で家電製品を製造・販売している。家庭用、軽商用、業務用、その他のエアコン、液晶モニター、液晶周辺機器、業務用周辺機器などの液晶製品、冷蔵庫、冷凍庫を提供している。小型家電、夏物家電、冬物家電、家庭電化製品、掃除家電、厨房機器、修理サービスなどを提供。HERANブランドで製品を提供している。2002年に法人化され、本社は台湾桃園市にある。もっと見るHeran Co., Ltd. 基礎のまとめHeran の収益と売上を時価総額と比較するとどうか。5283 基礎統計学時価総額NT$4.55b収益(TTM)NT$518.11m売上高(TTM)NT$6.43b8.8xPER(株価収益率0.7xP/Sレシオ5283 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5283 損益計算書(TTM)収益NT$6.43b売上原価NT$4.33b売上総利益NT$2.10bその他の費用NT$1.58b収益NT$518.11m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)5.91グロス・マージン32.63%純利益率8.06%有利子負債/自己資本比率31.8%5283 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0.8%現在の配当利回り7%配当性向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2026/05/25 19:23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Heran Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Lida ChenMasterlink Securities Investment Advisory
Reported Earnings • May 20First quarter 2026 earnings released: EPS: NT$0.16 (vs NT$0.13 loss in 1Q 2025)First quarter 2026 results: EPS: NT$0.16 (up from NT$0.13 loss in 1Q 2025). Revenue: NT$1.22b (down 3.4% from 1Q 2025). Net income: NT$13.7m (up NT$25.0m from 1Q 2025). Profit margin: 1.1% (up from net loss in 1Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Mar 20Upcoming dividend of NT$0.20 per shareEligible shareholders must have bought the stock before 27 March 2026. Payment date: 24 April 2026. Payout ratio is a comfortable 8.3% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (1.9%).
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$5.63 (vs NT$5.34 in FY 2024)Full year 2025 results: EPS: NT$5.63 (up from NT$5.34 in FY 2024). Revenue: NT$6.47b (flat on FY 2024). Net income: NT$493.1m (up 5.5% from FY 2024). Profit margin: 7.6% (up from 7.3% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 14% per year.
お知らせ • Mar 12Heran Co., Ltd., Annual General Meeting, Jun 23, 2026Heran Co., Ltd., Annual General Meeting, Jun 23, 2026. Location: 1 floor no,289, wen ho rd., gueishan district, taoyuan city Taiwan
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$2.20 (vs NT$2.61 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.20 (down from NT$2.61 in 3Q 2024). Revenue: NT$1.65b (down 15% from 3Q 2024). Net income: NT$192.9m (down 16% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Oct 24Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 31 October 2025. Payment date: 18 November 2025. Payout ratio is a comfortable 7.7% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (2.2%).
Reported Earnings • May 20First quarter 2026 earnings released: EPS: NT$0.16 (vs NT$0.13 loss in 1Q 2025)First quarter 2026 results: EPS: NT$0.16 (up from NT$0.13 loss in 1Q 2025). Revenue: NT$1.22b (down 3.4% from 1Q 2025). Net income: NT$13.7m (up NT$25.0m from 1Q 2025). Profit margin: 1.1% (up from net loss in 1Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Mar 20Upcoming dividend of NT$0.20 per shareEligible shareholders must have bought the stock before 27 March 2026. Payment date: 24 April 2026. Payout ratio is a comfortable 8.3% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (1.9%).
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$5.63 (vs NT$5.34 in FY 2024)Full year 2025 results: EPS: NT$5.63 (up from NT$5.34 in FY 2024). Revenue: NT$6.47b (flat on FY 2024). Net income: NT$493.1m (up 5.5% from FY 2024). Profit margin: 7.6% (up from 7.3% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 14% per year.
お知らせ • Mar 12Heran Co., Ltd., Annual General Meeting, Jun 23, 2026Heran Co., Ltd., Annual General Meeting, Jun 23, 2026. Location: 1 floor no,289, wen ho rd., gueishan district, taoyuan city Taiwan
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$2.20 (vs NT$2.61 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.20 (down from NT$2.61 in 3Q 2024). Revenue: NT$1.65b (down 15% from 3Q 2024). Net income: NT$192.9m (down 16% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Oct 24Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 31 October 2025. Payment date: 18 November 2025. Payout ratio is a comfortable 7.7% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (2.2%).
Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$73.30, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 22x in the Electronic industry in Taiwan. Total loss to shareholders of 17% over the past three years.
Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: NT$2.59 (vs NT$2.76 in 2Q 2024)Second quarter 2025 results: EPS: NT$2.59 (down from NT$2.76 in 2Q 2024). Revenue: NT$2.10b (up 10.0% from 2Q 2024). Net income: NT$188.8m (down 6.3% from 2Q 2024). Profit margin: 9.0% (down from 11% 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 20% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 16First quarter 2025 earnings released: NT$0.16 loss per share (vs NT$0.46 loss in 1Q 2024)First quarter 2025 results: NT$0.16 loss per share (improved from NT$0.46 loss in 1Q 2024). Revenue: NT$1.27b (up 13% from 1Q 2024). Net loss: NT$11.3m (loss narrowed 66% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • May 01Heran Co., Ltd. to Report Q1, 2025 Results on May 08, 2025Heran Co., Ltd. announced that they will report Q1, 2025 results on May 08, 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$82.60, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 17x in the Electronic industry in Taiwan. Total loss to shareholders of 15% over the past three years.
Reported Earnings • Mar 27Full year 2024 earnings released: EPS: NT$6.40 (vs NT$7.78 in FY 2023)Full year 2024 results: EPS: NT$6.40 (down from NT$7.78 in FY 2023). Revenue: NT$6.42b (up 3.6% from FY 2023). Net income: NT$467.5m (down 18% from FY 2023). Profit margin: 7.3% (down from 9.2% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 12Heran Co., Ltd., Annual General Meeting, Jun 03, 2025Heran Co., Ltd., Annual General Meeting, Jun 03, 2025, at 09:00 Taipei Standard Time. Location: 1 floor no,289, wen ho rd., gueishan district, taoyuan city Taiwan
お知らせ • Mar 11Heran Co., Ltd. Omits to Pay Cash Dividend for the Second Half from July 1, 2024 to December 31, 2024Heran Co., Ltd. announced dividend for the second half from July 1, 2024 to December 31, 2024. Appropriations of earnings in cash dividends to shareholders is TWD 0 per share. Cash distributed from legal reserve and capital surplus to shareholders is TWD 0. .Date of the board of directors resolution: March 10, 2025.
お知らせ • Feb 27Heran Co., Ltd. to Report Q4, 2024 Results on Mar 10, 2025Heran Co., Ltd. announced that they will report Q4, 2024 results on Mar 10, 2025
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$3.13 (vs NT$2.29 in 3Q 2023)Third quarter 2024 results: EPS: NT$3.13 (up from NT$2.29 in 3Q 2023). Revenue: NT$1.94b (up 20% from 3Q 2023). Net income: NT$228.5m (up 37% from 3Q 2023). Profit margin: 12% (up from 10% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$2.76 (vs NT$3.39 in 2Q 2023)Second quarter 2024 results: EPS: NT$2.76 (down from NT$3.39 in 2Q 2023). Revenue: NT$1.91b (down 3.3% from 2Q 2023). Net income: NT$201.4m (down 19% from 2Q 2023). Profit margin: 11% (down from 13% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 15Heran (TWSE:5283) Has Announced A Dividend Of NT$4.00Heran Co., Ltd.'s ( TWSE:5283 ) investors are due to receive a payment of NT$4.00 per share on 26th of September. The...
Declared Dividend • Aug 14Dividend of NT$4.00 announcedShareholders will receive a dividend of NT$4.00. Ex-date: 29th August 2024 Payment date: 26th September 2024 Dividend yield will be 7.4%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (110% earnings payout ratio) nor is it adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 17% 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 grow by 22% to bring the payout ratio under control. However, EPS has declined by 12% over the last 5 years so the company would need to reverse this trend.
お知らせ • Aug 02Heran Co., Ltd. to Report Q2, 2024 Results on Aug 12, 2024Heran Co., Ltd. announced that they will report Q2, 2024 results on Aug 12, 2024
お知らせ • Jul 31Heran Co., Ltd. Announces Change in Representative of the Company's Institutional DirectorHeran Co., Ltd. appointed Lei,Chia Chun,the principal financial officer and corporate governance officer of the company as Representative of the Company's Institutional Director in place of Tsai, Steven. Effective date of the new appointment on July 30, 2024.
Reported Earnings • May 18First quarter 2024 earnings released: NT$0.46 loss per share (vs NT$0.94 profit in 1Q 2023)First quarter 2024 results: NT$0.46 loss per share (down from NT$0.94 profit in 1Q 2023). Revenue: NT$1.12b (down 8.7% from 1Q 2023). Net loss: NT$33.3m (down 149% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 29Full year 2023 earnings released: EPS: NT$7.78 (vs NT$10.21 in FY 2022)Full year 2023 results: EPS: NT$7.78 (down from NT$10.21 in FY 2022). Revenue: NT$6.19b (down 9.5% from FY 2022). Net income: NT$568.1m (down 24% from FY 2022). Profit margin: 9.2% (down from 11% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 12Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 19 March 2024. Payment date: 22 April 2024. Payout ratio is on the higher end at 99%, and the cash payout ratio is above 100%. Trailing yield: 6.9%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (3.5%).
分析記事 • Mar 07Heran (TWSE:5283) Will Pay A Dividend Of NT$4.00Heran Co., Ltd. ( TWSE:5283 ) has announced that it will pay a dividend of NT$4.00 per share on the 22nd of April. This...
お知らせ • Mar 07+ 1 more updateHeran Co., Ltd., Annual General Meeting, Jun 24, 2024Heran Co., Ltd., Annual General Meeting, Jun 24, 2024. Location: 1F., No. 289, Wenhe Rd., Leshanli, Guishan Dist Taoyuan City Taiwan Agenda: To approve 2023 business report, Audit Committee's review report, Report on 2023 cash dividend distribution, Report on 2023 employees' and directors' remuneration, Report on capital surplus distribution, Amendments to the Regulations Procedure for Board of Directors Meeting; and to consider other matters.
Declared Dividend • Mar 07Dividend of NT$4.00 announcedDividend of NT$4.00 is the same as last year. Ex-date: 19th March 2024 Payment date: 22nd April 2024 Dividend yield will be 6.9%, which is higher than the industry average of 4.0%. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio) nor is it covered by cash flows (112% cash payout ratio). The dividend has increased by an average of 25% 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 grow by 9.5% to bring the payout ratio under control. However, EPS has declined by 6.7% over the last 5 years so the company would need to reverse this trend.
お知らせ • Mar 05Heran Co., Ltd. Announces Executive ChangesHeran Co., Ltd. announced the appointment of TSAI, PO-YI as chairperson in place of Tsai,Steven as chairperson. Effective from March 4, 2024. Resume of Tsai,Steven: Vice chairperson of Heran Co., LTD.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: NT$2.29 (vs NT$2.95 in 3Q 2022)Third quarter 2023 results: EPS: NT$2.29 (down from NT$2.95 in 3Q 2022). Revenue: NT$1.61b (down 8.8% from 3Q 2022). Net income: NT$167.3m (down 22% from 3Q 2022). Profit margin: 10% (down from 12% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Upcoming Dividend • Aug 24Upcoming dividend of NT$4.00 per share at 7.0% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 7.0%. Within top quartile of Taiwanese dividend payers (5.6%). Higher than average of industry peers (4.2%).
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: NT$3.38 (vs NT$3.77 in 2Q 2022)Second quarter 2023 results: EPS: NT$3.38 (down from NT$3.77 in 2Q 2022). Revenue: NT$1.98b (up 2.0% from 2Q 2022). Net income: NT$247.1m (down 10% from 2Q 2022). Profit margin: 13% (down from 14% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 26Full year 2022 earnings released: EPS: NT$10.21 (vs NT$10.69 in FY 2021)Full year 2022 results: EPS: NT$10.21 (down from NT$10.69 in FY 2021). Revenue: NT$6.84b (up 7.5% from FY 2021). Net income: NT$745.2m (down 4.5% from FY 2021). Profit margin: 11% (down from 12% in FY 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 5% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 09Upcoming dividend of NT$4.00 per share at 7.0% yieldEligible shareholders must have bought the stock before 16 March 2023. Payment date: 20 April 2023. Payout ratio and cash payout ratio are on the higher end at 78% and 81% respectively. Trailing yield: 7.0%. Within top quartile of Taiwanese dividend payers (6.0%). Higher than average of industry peers (4.5%).
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: NT$2.95 (vs NT$3.18 in 3Q 2021)Third quarter 2022 results: EPS: NT$2.95 (down from NT$3.18 in 3Q 2021). Revenue: NT$1.77b (up 3.5% from 3Q 2021). Net income: NT$215.3m (down 7.1% from 3Q 2021). Profit margin: 12% (down from 14% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 1% per year.
Buying Opportunity • Sep 26Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be NT$130, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years, while earnings per share has been flat.
Upcoming Dividend • Aug 26Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 02 September 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 7.1%. Within top quartile of Taiwanese dividend payers (6.4%). Higher than average of industry peers (4.4%).
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$3.77 (vs NT$3.78 in 2Q 2021)Second quarter 2022 results: EPS: NT$3.77 (down from NT$3.78 in 2Q 2021). Revenue: NT$1.94b (up 5.9% from 2Q 2021). Net income: NT$275.1m (flat on 2Q 2021). Profit margin: 14% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.
Buying Opportunity • Aug 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.1%. The fair value is estimated to be NT$132, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years, while earnings per share has been flat.
Buying Opportunity • Jun 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be NT$131, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years, while earnings per share has been flat.
Reported Earnings • May 16First quarter 2022 earnings released: EPS: NT$1.99 (vs NT$2.17 in 1Q 2021)First quarter 2022 results: EPS: NT$1.99 (down from NT$2.17 in 1Q 2021). Revenue: NT$1.75b (up 35% from 1Q 2021). Net income: NT$145.0m (down 8.5% from 1Q 2021). Profit margin: 8.3% (down from 12% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 1% per year.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 12Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: NT$10.69 (down from NT$12.73 in FY 2020). Revenue: NT$6.36b (up 5.5% from FY 2020). Net income: NT$780.1m (down 17% from FY 2020). Profit margin: 12% (down from 16% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 16%. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat.
Upcoming Dividend • Mar 10Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 17 March 2022. Payment date: 21 April 2022. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 6.6%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (3.3%).
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS NT$3.18 (vs NT$4.91 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.71b (down 12% from 3Q 2020). Net income: NT$231.9m (down 35% from 3Q 2020). Profit margin: 14% (down from 19% in 3Q 2020). 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 whereas the company’s share price has increased by 5% per year.
Upcoming Dividend • Aug 26Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 30 September 2021. Trailing yield: 6.8%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (3.2%).
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$3.78 (vs NT$3.77 in 2Q 2020)The company reported a mediocre second quarter result with weaker profit margins, although earnings were flat and revenues improved. Second quarter 2021 results: Revenue: NT$1.83b (up 8.4% from 2Q 2020). Net income: NT$276.1m (flat on 2Q 2020). Profit margin: 15% (down from 16% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year and the company’s share price has also increased by 1% per year.
Reported Earnings • May 11First quarter 2021 earnings released: EPS NT$2.17 (vs NT$2.15 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: NT$1.29b (up 8.2% from 1Q 2020). Net income: NT$158.5m (down 3.0% from 1Q 2020). Profit margin: 12% (down from 14% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 6% per year.
分析記事 • Apr 22Heran (TPE:5283) Might Become A Compounding MachineIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
分析記事 • Apr 04Key Things To Consider Before Buying Heran Co., Ltd. (TPE:5283) For Its DividendCould Heran Co., Ltd. ( TPE:5283 ) be an attractive dividend share to own for the long haul? Investors are often drawn...
Reported Earnings • Mar 25Full year 2020 earnings released: EPS NT$12.73 (vs NT$10.73 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$6.03b (up 4.3% from FY 2019). Net income: NT$940.0m (up 21% from FY 2019). Profit margin: 16% (up from 13% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.
お知らせ • Mar 20Heran Co., Ltd., Annual General Meeting, Jun 17, 2021Heran Co., Ltd., Annual General Meeting, Jun 17, 2021.
分析記事 • Mar 17Should You Buy Heran Co., Ltd. (TPE:5283) For Its Upcoming Dividend?Heran Co., Ltd. ( TPE:5283 ) stock is about to trade ex-dividend in 4 days. This means that investors who purchase...
Upcoming Dividend • Mar 15Upcoming Dividend of NT$4.00 Per ShareWill be paid on the 21st of April to those who are registered shareholders by the 22nd of March. The trailing yield of 5.7% is in the top quartile of Taiwanese dividend payers (4.9%), and it is higher than industry peers (3.0%).
分析記事 • Mar 02Are Strong Financial Prospects The Force That Is Driving The Momentum In Heran Co., Ltd.'s TPE:5283) Stock?Most readers would already be aware that Heran's (TPE:5283) stock increased significantly by 30% over the past three...
Is New 90 Day High Low • Feb 22New 90-day high: NT$143The company is up 32% from its price of NT$109 on 24 November 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 23% over the same period.
分析記事 • Feb 09Heran (TPE:5283) Has Rewarded Shareholders With An Exceptional 475% Total Return On Their InvestmentBuying shares in the best businesses can build meaningful wealth for you and your family. While the best companies are...
Is New 90 Day High Low • Jan 25New 90-day high: NT$138The company is up 35% from its price of NT$102 on 27 October 2020. The Taiwanese market is up 23% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 27% over the same period.
分析記事 • Jan 22Heran (TPE:5283) Is Growing Earnings But Are They A Good Guide?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
分析記事 • Jan 04Is Heran (TPE:5283) Going To Multiply In Value?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Is New 90 Day High Low • Dec 30New 90-day high: NT$119The company is up 17% from its price of NT$102 on 30 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 16% over the same period.
分析記事 • Dec 15Why Dividend Hunters Love Heran Co., Ltd. (TPE:5283)Could Heran Co., Ltd. ( TPE:5283 ) be an attractive dividend share to own for the long haul? Investors are often drawn...
Is New 90 Day High Low • Dec 04New 90-day high: NT$109The company is up 3.0% from its price of NT$106 on 04 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 8.0% over the same period.
分析記事 • Nov 27Is Heran Co., Ltd.'s(TPE:5283) Recent Stock Performance Tethered To Its Strong Fundamentals?Heran's (TPE:5283) stock is up by a considerable 6.9% over the past month. Given that the market rewards strong...
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS NT$4.91The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$1.94b (up 14% from 3Q 2019). Net income: NT$358.3m (up 41% from 3Q 2019). Profit margin: 19% (up from 15% in 3Q 2019). The increase in margin was driven by higher revenue. 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 4% per year, which means it is well ahead of earnings.