Jess-link Products（6197）株式概要Jess-link Products Co., Ltd.は、台湾、中国、米国、日本、タイ、および国際的に様々な電子製品およびコンポーネントを提供しています。 詳細6197 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績5/6財務の健全性5/6配当金3/6報酬過去1年間で収益は22.3%増加しました リスク分析2.49%の配当はフリーキャッシュフローで十分にカバーされていない TW市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る6197 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$281.5011.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture017b2016201920222025202620282031Revenue NT$17.4bEarnings NT$2.7bAdvancedSet Fair ValueView all narrativesJess-link Products Co., Ltd. 競合他社Chenming Electronic TechSymbol: TWSE:3013Market cap: NT$24.5bASRock Rack IncorporationSymbol: TWSE:7711Market cap: NT$27.5bASROCK IncorporationSymbol: TWSE:3515Market cap: NT$29.7bAdlink TechnologySymbol: TWSE:6166Market cap: NT$29.6b価格と性能株価の高値、安値、推移の概要Jess-link Products過去の株価現在の株価NT$281.5052週高値NT$291.0052週安値NT$127.00ベータ0.611ヶ月の変化58.15%3ヶ月変化82.20%1年変化98.94%3年間の変化349.68%5年間の変化641.77%IPOからの変化866.06%最新ニュースValuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$256, the stock trades at a trailing P/E ratio of 24.9x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 362% over the past three years.Board Change • May 19Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Wei-Chu Hsu was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • May 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 9.2% 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 (137% cash payout ratio). Share price has been volatile over the past 3 months (9.2% average weekly change).Valuation Update With 7 Day Price Move • May 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$208, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 23x in the Tech industry in Taiwan. Total returns to shareholders of 346% over the past three years.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$176, the stock trades at a trailing P/E ratio of 20.2x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 324% over the past three years.Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$8.67 (vs NT$8.69 in FY 2024)Full year 2025 results: EPS: NT$8.67 (down from NT$8.69 in FY 2024). Revenue: NT$7.58b (up 12% from FY 2024). Net income: NT$1.06b (flat on FY 2024). Profit margin: 14% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$256, the stock trades at a trailing P/E ratio of 24.9x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 362% over the past three years.Board Change • May 19Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Wei-Chu Hsu was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • May 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 9.2% 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 (137% cash payout ratio). Share price has been volatile over the past 3 months (9.2% average weekly change).Valuation Update With 7 Day Price Move • May 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$208, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 23x in the Tech industry in Taiwan. Total returns to shareholders of 346% over the past three years.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$176, the stock trades at a trailing P/E ratio of 20.2x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 324% over the past three years.Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$8.67 (vs NT$8.69 in FY 2024)Full year 2025 results: EPS: NT$8.67 (down from NT$8.69 in FY 2024). Revenue: NT$7.58b (up 12% from FY 2024). Net income: NT$1.06b (flat on FY 2024). Profit margin: 14% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 09Jess-link Products Co., Ltd., Annual General Meeting, May 26, 2026Jess-link Products Co., Ltd., Annual General Meeting, May 26, 2026. Location: 3 floor no,631, chung cheng rd., jhonghe district, new taipei city TaiwanReported Earnings • Nov 06Third quarter 2025 earnings released: EPS: NT$2.38 (vs NT$2.18 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.38 (up from NT$2.18 in 3Q 2024). Revenue: NT$2.12b (up 13% from 3Q 2024). Net income: NT$290.5m (up 9.3% from 3Q 2024). Profit margin: 14% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$162, the stock trades at a trailing P/E ratio of 20.7x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 373% over the past three years.Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: NT$2.09 (vs NT$2.65 in 2Q 2024)Second quarter 2025 results: EPS: NT$2.09 (down from NT$2.65 in 2Q 2024). Revenue: NT$1.94b (up 11% from 2Q 2024). Net income: NT$254.8m (down 21% from 2Q 2024). Profit margin: 13% (down from 19% 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 34% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 03Upcoming dividend of NT$7.00 per shareEligible shareholders must have bought the stock before 10 July 2025. Payment date: 25 July 2025. Payout ratio is on the higher end at 84%, and the cash payout ratio is above 100%. Trailing yield: 4.9%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (3.7%).Declared Dividend • Jun 16Dividend increased to NT$7.00Dividend of NT$7.00 is 67% higher than last year. Ex-date: 10th July 2025 Payment date: 25th July 2025 Dividend yield will be 5.0%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (84% earnings payout ratio) but not covered by cash flows (121% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • Jun 09New 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 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks Dividend is not well covered by cash flows (124% cash payout ratio). Share price has been volatile over the past 3 months (8.9% average weekly change).New Risk • May 08New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 20% 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 (20% accrual ratio). Minor Risk Dividend is not well covered by cash flows (124% cash payout ratio).お知らせ • Apr 29Jess-link Products Co., Ltd. to Report Q1, 2025 Results on May 06, 2025Jess-link Products Co., Ltd. announced that they will report Q1, 2025 results on May 06, 2025Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to NT$103, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 16x in the Tech industry in Taiwan. Total returns to shareholders of 196% over the past three years.New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change).分析記事 • Mar 31Returns On Capital Are A Standout For Jess-link Products (TWSE:6197)What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...分析記事 • Mar 16Jess-link Products' (TWSE:6197) Earnings Are Of Questionable QualityJess-link Products Co., Ltd. ( TWSE:6197 ) announced strong profits, but the stock was stagnant. Our analysis suggests...Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NT$8.69 (vs NT$5.20 in FY 2023)Full year 2024 results: EPS: NT$8.69 (up from NT$5.20 in FY 2023). Revenue: NT$6.77b (up 36% from FY 2023). Net income: NT$1.06b (up 67% from FY 2023). Profit margin: 16% (up from 13% 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 38% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 26Jess-link Products Co., Ltd., Annual General Meeting, May 27, 2025Jess-link Products Co., Ltd., Annual General Meeting, May 27, 2025. Location: 3 floor no,631, chung cheng rd., jhonghe district, new taipei city Taiwan分析記事 • Jan 13These 4 Measures Indicate That Jess-link Products (TWSE:6197) Is Using Debt SafelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: NT$2.18 (vs NT$1.47 in 3Q 2023)Third quarter 2024 results: EPS: NT$2.18 (up from NT$1.47 in 3Q 2023). Revenue: NT$1.88b (up 40% from 3Q 2023). Net income: NT$265.8m (up 48% from 3Q 2023). Profit margin: 14% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Oct 29Now 21% undervaluedOver the last 90 days, the stock has risen 5.2% to NT$173. The fair value is estimated to be NT$219, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 35%.Valuation Update With 7 Day Price Move • Oct 23Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$188, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 526% over the past three years.分析記事 • Oct 22A Look At The Intrinsic Value Of Jess-link Products Co., Ltd. (TWSE:6197)Key Insights Using the 2 Stage Free Cash Flow to Equity, Jess-link Products fair value estimate is NT$219 With NT$178...Buy Or Sell Opportunity • Sep 27Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to NT$170. The fair value is estimated to be NT$219, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 35%.分析記事 • Sep 26Jess-link Products (TWSE:6197) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Valuation Update With 7 Day Price Move • Sep 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$154, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total returns to shareholders of 415% over the past three years.Buy Or Sell Opportunity • Sep 02Now 22% undervaluedOver the last 90 days, the stock has risen 4.0% to NT$171. The fair value is estimated to be NT$219, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 35%.分析記事 • Aug 15Jess-link Products' (TWSE:6197) Solid Profits Have Weak FundamentalsUnsurprisingly, Jess-link Products Co., Ltd.'s ( TWSE:6197 ) stock price was strong on the back of its healthy earnings...Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: NT$2.65 (vs NT$1.57 in 2Q 2023)Second quarter 2024 results: EPS: NT$2.65 (up from NT$1.57 in 2Q 2023). Revenue: NT$1.75b (up 65% from 2Q 2023). Net income: NT$323.2m (up 68% from 2Q 2023). Profit margin: 19% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$140, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 20x in the Tech industry in Taiwan. Total returns to shareholders of 349% over the past three years.お知らせ • Jul 30Jess-link Products Co., Ltd. to Report Q2, 2024 Results on Aug 06, 2024Jess-link Products Co., Ltd. announced that they will report Q2, 2024 results on Aug 06, 2024Buy Or Sell Opportunity • Jul 10Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 2.4% to NT$173. The fair value is estimated to be NT$142, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 31%.Upcoming Dividend • Jun 30Upcoming dividend of NT$4.20 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 26 July 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (2.8%).分析記事 • Jun 16Why Investors Shouldn't Be Surprised By Jess-link Products Co., Ltd.'s (TWSE:6197) 37% Share Price SurgeDespite an already strong run, Jess-link Products Co., Ltd. ( TWSE:6197 ) shares have been powering on, with a gain of...Declared Dividend • Jun 15Dividend increased to NT$4.20Dividend of NT$4.20 is 31% higher than last year. Ex-date: 4th July 2024 Payment date: 26th July 2024 Dividend yield will be 2.2%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (67% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • Jun 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Buy Or Sell Opportunity • Jun 05Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 51% to NT$171. The fair value is estimated to be NT$141, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 29%.Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$164, the stock trades at a trailing P/E ratio of 26x. Average trailing P/E is 24x in the Tech industry in Taiwan. Total returns to shareholders of 431% over the past three years.Reported Earnings • May 12First quarter 2024 earnings released: EPS: NT$1.94 (vs NT$0.84 in 1Q 2023)First quarter 2024 results: EPS: NT$1.94 (up from NT$0.84 in 1Q 2023). Revenue: NT$1.48b (up 36% from 1Q 2023). Net income: NT$237.4m (up 132% from 1Q 2023). Profit margin: 16% (up from 9.4% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 02Jess-link Products Co., Ltd. to Report Q1, 2024 Results on May 08, 2024Jess-link Products Co., Ltd. announced that they will report Q1, 2024 results on May 08, 2024分析記事 • Apr 25Jess-link Products Co., Ltd.'s (TWSE:6197) P/E Is Still On The Mark Following 27% Share Price BounceDespite an already strong run, Jess-link Products Co., Ltd. ( TWSE:6197 ) shares have been powering on, with a gain of...Valuation Update With 7 Day Price Move • Apr 19Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to NT$137, the stock trades at a trailing P/E ratio of 26.2x. Average trailing P/E is 24x in the Tech industry in Taiwan. Total returns to shareholders of 305% over the past three years.分析記事 • Apr 16Jess-link Products (TWSE:6197) Could Easily Take On More DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$127, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 25x in the Tech industry in Taiwan. Total returns to shareholders of 267% over the past three years.分析記事 • Mar 28Investors Will Want Jess-link Products' (TWSE:6197) Growth In ROCE To PersistThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Reported Earnings • Mar 12Full year 2023 earnings released: EPS: NT$5.20 (vs NT$3.60 in FY 2022)Full year 2023 results: EPS: NT$5.20 (up from NT$3.60 in FY 2022). Revenue: NT$4.96b (up 14% from FY 2022). Net income: NT$635.4m (up 45% from FY 2022). Profit margin: 13% (up from 10% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 07Jess-link Products Co., Ltd., Annual General Meeting, Jun 13, 2024Jess-link Products Co., Ltd., Annual General Meeting, Jun 13, 2024. Location: (RSL Hotel Taipei Zhonghe) 3rd Floor, No. 631, Zhongzheng Road, Zhonghe District, New Taipei City Taiwan Agenda: To report the business of 2023 and 2024 annual business plan; to consider audit Committee's review report for the year 2023; to report the proposal of cash distribution from Capital Surplus; to consider report 2023 employees' profit sharing bonus and director's compensation; to ratify the Business Report and Financial Statements for the year 2023; to ratify the Distribution of Earnings for the year 2023; and to consider other matters.分析記事 • Mar 05Investors Appear Satisfied With Jess-link Products Co., Ltd.'s (TWSE:6197) Prospects As Shares Rocket 34%Jess-link Products Co., Ltd. ( TWSE:6197 ) shareholders would be excited to see that the share price has had a great...Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$106, the stock trades at a trailing P/E ratio of 24.9x. Average trailing P/E is 23x in the Tech industry in Taiwan. Total returns to shareholders of 232% over the past three years.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$92.80, the stock trades at a trailing P/E ratio of 21.9x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 204% over the past three years.お知らせ • Dec 16Jess-link Products Co., Ltd. Appoints Wei-San Chang as Chief Information Security OfficerJess-link Products Co., Ltd. announced the appointment of Chief Information Security Officer. Name, title, and resume of the new position holder: Wei-San Chang, Chief of Operation of JESS-LINK PRODUCTS CO.,LTD. Reason for the change: New replacement. Effective date: December 15, 2023.Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: NT$1.47 (vs NT$1.80 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.47 (down from NT$1.80 in 3Q 2022). Revenue: NT$1.34b (up 16% from 3Q 2022). Net income: NT$179.1m (down 18% from 3Q 2022). Profit margin: 13% (down from 19% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Nov 07Now 24% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be NT$113, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 26%.Valuation Update With 7 Day Price Move • Oct 25Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$87.00, the stock trades at a trailing P/E ratio of 19x. Average trailing P/E is 19x in the Tech industry in Taiwan. Total returns to shareholders of 150% over the past three years.Reported Earnings • Aug 07Second quarter 2023 earnings released: EPS: NT$1.57 (vs NT$1.10 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.57 (up from NT$1.10 in 2Q 2022). Revenue: NT$1.06b (down 1.1% from 2Q 2022). Net income: NT$191.9m (up 43% from 2Q 2022). Profit margin: 18% (up from 13% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 25% per year.Upcoming Dividend • Jul 05Upcoming dividend of NT$3.20 per share at 4.5% yieldEligible shareholders must have bought the stock before 12 July 2023. Payment date: 28 July 2023. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.7%).お知らせ • Jun 28Jess-Link Products Co., Ltd. Announces Cash Distributed, Payable on July 28, 2023Jess-link Products Co., Ltd. announced total amount of cash distributed to shareholders TWD 390,674,822 (TWD 3.2 per share). Ex-rights (ex-dividend) trading date: July 12, 2023; Ex-rights (ex-dividend) record date: July 18, 2023; Payment date of cash dividend distribution: July 28, 2023.Reported Earnings • Mar 30Full year 2022 earnings released: EPS: NT$3.60 (vs NT$3.06 in FY 2021)Full year 2022 results: EPS: NT$3.60 (up from NT$3.06 in FY 2021). Revenue: NT$4.34b (up 12% from FY 2021). Net income: NT$439.8m (up 18% from FY 2021). Profit margin: 10% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 20% per year.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. 9 experienced directors. No highly experienced directors. 4 independent directors (5 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 06Third quarter 2022 earnings released: EPS: NT$1.79 (vs NT$0.83 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.79 (up from NT$0.83 in 3Q 2021). Revenue: NT$1.16b (up 11% from 3Q 2021). Net income: NT$219.1m (up 117% from 3Q 2021). Profit margin: 19% (up from 9.7% in 3Q 2021). 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 7% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 05Jess-Link Products Co., Ltd. Establishes Sustainable Development Committee and Appoints Committee Members, with Effect from November 4, 2022Jess-link Products Co., Ltd. established Sustainable Development Committee and appointed committee members, with effect from November 4, 2022. The company appointed Shu-Mei Chang, company's chairman; Shu-Ling Wang, company's Independent Director; Chun-Hsing He, company's Vice President Chih-Ping Cheng, company's Chief Financial Officer.Reported Earnings • Aug 08Second quarter 2022 earnings released: EPS: NT$1.10 (vs NT$0.84 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.10 (up from NT$0.84 in 2Q 2021). Revenue: NT$1.08b (up 14% from 2Q 2021). Net income: NT$134.6m (up 31% from 2Q 2021). Profit margin: 13% (up from 11% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.Upcoming Dividend • Jul 08Upcoming dividend of NT$3.00 per shareEligible shareholders must have bought the stock before 15 July 2022. Payment date: 29 July 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 8.1%. Within top quartile of Taiwanese dividend payers (6.8%). In line with average of industry peers (7.7%).お知らせ • Jul 01Jess-link Products Co., Ltd. Announces Cash Dividend, Payable on July 29, 2022Jess-link Products Co., Ltd. announced cash dividends to common shareholders TWD 268,588,940. Cash distributed from capital surplus to shareholders TWD 97,668,940. Total amount of cash distributed to shareholders TWD 366,257,646 (TWD 3.0 per share). Ex-rights (ex-dividend) trading date is July 15, 2022. Ex-rights (ex-dividend) record date is July 23, 2022. Cash dividend payment date is July 29, 2022.Buying Opportunity • Jun 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.1%. The fair value is estimated to be NT$49.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has grown by 4.2%.Buying Opportunity • May 09Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be NT$48.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has grown by 4.2%.Reported Earnings • May 06First quarter 2022 earnings released: EPS: NT$0.34 (vs NT$0.48 in 1Q 2021)First quarter 2022 results: EPS: NT$0.34 (down from NT$0.48 in 1Q 2021). Revenue: NT$936.2m (up 12% from 1Q 2021). Net income: NT$41.6m (down 28% from 1Q 2021). Profit margin: 4.4% (down from 7.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% 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 30Full year 2021 earnings released: EPS: NT$3.06 (vs NT$2.13 in FY 2020)Full year 2021 results: EPS: NT$3.06 (up from NT$2.13 in FY 2020). Revenue: NT$3.87b (up 7.9% from FY 2020). Net income: NT$373.5m (up 43% from FY 2020). Profit margin: 9.7% (up from 7.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$49.05, the stock trades at a trailing P/E ratio of 19.5x. Average trailing P/E is 16x in the Tech industry in Taiwan. Total returns to shareholders of 118% over the past three years.Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS NT$0.83 (vs NT$0.47 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.04b (up 2.8% from 3Q 2020). Net income: NT$101.0m (up 77% from 3Q 2020). Profit margin: 9.7% (up from 5.6% in 3Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$0.84 (vs NT$1.11 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$943.5m (up 2.5% from 2Q 2020). Net income: NT$102.6m (down 24% from 2Q 2020). Profit margin: 11% (down from 15% 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 5% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jun 22Upcoming dividend of NT$2.90 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 15 July 2021. Trailing yield: 7.2%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (4.9%).Reported Earnings • May 08First quarter 2021 earnings released: EPS NT$0.48 (vs NT$0.19 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$835.0m (up 30% from 1Q 2020). Net income: NT$58.3m (up 157% from 1Q 2020). Profit margin: 7.0% (up from 3.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year and the company’s share price has also increased by 11% per year.分析記事 • Apr 30Estimating The Fair Value Of Jess-link Products Co., Ltd. (TPE:6197)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Jess-link Products...分析記事 • Mar 31We Think Jess-link Products (TPE:6197) Can Manage Its Debt With EaseWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...お知らせ • Mar 18Jess-link Products Co., Ltd., Annual General Meeting, Jun 11, 2021Jess-link Products Co., Ltd., Annual General Meeting, Jun 11, 2021. Location: Zan Ding International Hall No. 311, Sec. 2, Zhongshan Rd., New Taipei City Taiwan Agenda: To report the business of 2020 and 2021 annual business plan Audit Committee's review report for the year 2020; to report the proposal of cash distribution from Capital Surplus; to report 2020 employees' profit sharing bonus and directors' compensation; to ratify the Business Report and Financial Statements for the year 2020; to ratify the Distribution of Earnings for the year 2020; and to approve the release of non-competition restrictions for Directors and their representatives.Reported Earnings • Mar 18Full year 2020 earnings released: EPS NT$2.13 (vs NT$2.40 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: NT$3.58b (flat on FY 2019). Net income: NT$260.4m (down 9.8% from FY 2019). Profit margin: 7.3% (down from 8.0% in FY 2019). Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.分析記事 • Mar 17Jess-link Products Co., Ltd.'s (TPE:6197) Has Been On A Rise But Financial Prospects Look Weak: Is The Stock Overpriced?Jess-link Products (TPE:6197) has had a great run on the share market with its stock up by a significant 13% over the...Is New 90 Day High Low • Mar 11New 90-day high: NT$39.90The company is up 9.0% from its price of NT$36.45 on 11 December 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Tech industry, which is also up 9.0% over the same period.分析記事 • Feb 26Can Jess-link Products (TPE:6197) Continue To Grow Its Returns On Capital?What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...分析記事 • Feb 11Jess-link Products (TPE:6197) Has Compensated Shareholders With A Respectable 61% Return On Their InvestmentInvestors can buy low cost index fund if they want to receive the average market return. But across the board there are...分析記事 • Jan 27A Look At The Intrinsic Value Of Jess-link Products Co., Ltd. (TPE:6197)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Jess-link Products...分析記事 • Jan 12Something To Consider Before Buying Jess-link Products Co., Ltd. (TPE:6197) For The 7.9% DividendToday we'll take a closer look at Jess-link Products Co., Ltd. ( TPE:6197 ) from a dividend investor's perspective...分析記事 • Dec 28Is Jess-link Products (TPE:6197) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Dec 10Jess-link Products Co., Ltd.'s (TPE:6197) Stock Been Rising But Financials Look Weak: Should Shareholders Be Worried?Most readers would already know that Jess-link Products' (TPE:6197) stock increased by 7.0% over the past three months...Is New 90 Day High Low • Dec 08New 90-day high: NT$36.95The company is up 7.0% from its price of NT$34.60 on 09 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Tech industry, which is up 4.0% over the same period.分析記事 • Nov 23Will The ROCE Trend At Jess-link Products (TPE:6197) Continue?To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want...Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS NT$0.47The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$1.01b (down 2.0% from 3Q 2019). Net income: NT$57.0m (down 56% from 3Q 2019). Profit margin: 5.6% (down from 12% in 3Q 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 3% per year.株主還元6197TW TechTW 市場7D29.7%10.1%10.5%1Y98.9%56.6%106.4%株主還元を見る業界別リターン: 6197過去 1 年間で56.6 % の収益を上げたTW Tech業界を上回りました。リターン対市場: 6197は、過去 1 年間で106.4 % のリターンを上げたTW市場を下回りました。価格変動Is 6197's price volatile compared to industry and market?6197 volatility6197 Average Weekly Movement9.7%Tech Industry Average Movement7.1%Market Average Movement6.2%10% most volatile stocks in TW Market12.2%10% least volatile stocks in TW Market2.5%安定した株価: 6197の株価は、 TW市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 6197の weekly volatility ( 10% ) は過去 1 年間安定していますが、依然としてTWの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1992n/aShu-Mei Changwww.jpcco.comJess-link Products Co., Ltd.は台湾、中国、米国、日本、タイ、および国際的に様々な電子製品および電子部品を提供している。同社は、電子製品部品製造、電子周辺機器販売、その他セグメントを通じて事業を展開している。同社は、サーバー/ストレージ、AI/GPUサーバー、スイッチ/TOR、データセンター・ケーブル、5G/6G/ブロードバンド、ISPおよびケーブル、冷却ソリューションなどのデータセンター/ネットワーク/通信ソリューションや、ファクトリーオートメーション、ロボット、医療機器、エネルギー、EV、ゲーム/グラフィックカード/CEなどのスマートコネクション産業ソリューションを提供している。また、カスタマイズされた周辺機器やモノのインターネット製品、コネクターやケーブルアセンブリ、その他のケーブルからなるエレクトロニクス製品も提供している。さらに、集積回路ソケットとコンピュータコネクタの販売、通信・ネットワーク機器の販売と取引、電子材料の卸売と取引も行っている。さらに、各種コンピュータ・ソフトウェア、ハードウェアおよびその周辺機器の貿易、輸出入、無線通信機器・装置、データ保存・処理装置、有線通信機器・装置、プリンターの製造・卸売も行っている。ジェスリンク・プロダクツ株式会社は1992年に設立され、台湾の新北市に本社を置いている。もっと見るJess-link Products Co., Ltd. 基礎のまとめJess-link Products の収益と売上を時価総額と比較するとどうか。6197 基礎統計学時価総額NT$34.37b収益（TTM）NT$1.25b売上高(TTM)NT$7.93b27.5xPER（株価収益率4.3xP/Sレシオ6197 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6197 損益計算書（TTM）収益NT$7.93b売上原価NT$5.16b売上総利益NT$2.77bその他の費用NT$1.52b収益NT$1.25b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）10.25グロス・マージン34.93%純利益率15.77%有利子負債／自己資本比率20.0%6197 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2.5%現在の配当利回り81%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2026/05/27 04:07終値2026/05/27 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Jess-link Products 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。0
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$256, the stock trades at a trailing P/E ratio of 24.9x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 362% over the past three years.
Board Change • May 19Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Wei-Chu Hsu was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • May 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 9.2% 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 (137% cash payout ratio). Share price has been volatile over the past 3 months (9.2% average weekly change).
Valuation Update With 7 Day Price Move • May 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$208, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 23x in the Tech industry in Taiwan. Total returns to shareholders of 346% over the past three years.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$176, the stock trades at a trailing P/E ratio of 20.2x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 324% over the past three years.
Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$8.67 (vs NT$8.69 in FY 2024)Full year 2025 results: EPS: NT$8.67 (down from NT$8.69 in FY 2024). Revenue: NT$7.58b (up 12% from FY 2024). Net income: NT$1.06b (flat on FY 2024). Profit margin: 14% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$256, the stock trades at a trailing P/E ratio of 24.9x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 362% over the past three years.
Board Change • May 19Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Wei-Chu Hsu was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • May 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 9.2% 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 (137% cash payout ratio). Share price has been volatile over the past 3 months (9.2% average weekly change).
Valuation Update With 7 Day Price Move • May 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$208, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 23x in the Tech industry in Taiwan. Total returns to shareholders of 346% over the past three years.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$176, the stock trades at a trailing P/E ratio of 20.2x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 324% over the past three years.
Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$8.67 (vs NT$8.69 in FY 2024)Full year 2025 results: EPS: NT$8.67 (down from NT$8.69 in FY 2024). Revenue: NT$7.58b (up 12% from FY 2024). Net income: NT$1.06b (flat on FY 2024). Profit margin: 14% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 09Jess-link Products Co., Ltd., Annual General Meeting, May 26, 2026Jess-link Products Co., Ltd., Annual General Meeting, May 26, 2026. Location: 3 floor no,631, chung cheng rd., jhonghe district, new taipei city Taiwan
Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: NT$2.38 (vs NT$2.18 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.38 (up from NT$2.18 in 3Q 2024). Revenue: NT$2.12b (up 13% from 3Q 2024). Net income: NT$290.5m (up 9.3% from 3Q 2024). Profit margin: 14% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$162, the stock trades at a trailing P/E ratio of 20.7x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 373% over the past three years.
Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: NT$2.09 (vs NT$2.65 in 2Q 2024)Second quarter 2025 results: EPS: NT$2.09 (down from NT$2.65 in 2Q 2024). Revenue: NT$1.94b (up 11% from 2Q 2024). Net income: NT$254.8m (down 21% from 2Q 2024). Profit margin: 13% (down from 19% 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 34% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 03Upcoming dividend of NT$7.00 per shareEligible shareholders must have bought the stock before 10 July 2025. Payment date: 25 July 2025. Payout ratio is on the higher end at 84%, and the cash payout ratio is above 100%. Trailing yield: 4.9%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (3.7%).
Declared Dividend • Jun 16Dividend increased to NT$7.00Dividend of NT$7.00 is 67% higher than last year. Ex-date: 10th July 2025 Payment date: 25th July 2025 Dividend yield will be 5.0%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (84% earnings payout ratio) but not covered by cash flows (121% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • Jun 09New 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 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks Dividend is not well covered by cash flows (124% cash payout ratio). Share price has been volatile over the past 3 months (8.9% average weekly change).
New Risk • May 08New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 20% 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 (20% accrual ratio). Minor Risk Dividend is not well covered by cash flows (124% cash payout ratio).
お知らせ • Apr 29Jess-link Products Co., Ltd. to Report Q1, 2025 Results on May 06, 2025Jess-link Products Co., Ltd. announced that they will report Q1, 2025 results on May 06, 2025
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to NT$103, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 16x in the Tech industry in Taiwan. Total returns to shareholders of 196% over the past three years.
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change).
分析記事 • Mar 31Returns On Capital Are A Standout For Jess-link Products (TWSE:6197)What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
分析記事 • Mar 16Jess-link Products' (TWSE:6197) Earnings Are Of Questionable QualityJess-link Products Co., Ltd. ( TWSE:6197 ) announced strong profits, but the stock was stagnant. Our analysis suggests...
Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NT$8.69 (vs NT$5.20 in FY 2023)Full year 2024 results: EPS: NT$8.69 (up from NT$5.20 in FY 2023). Revenue: NT$6.77b (up 36% from FY 2023). Net income: NT$1.06b (up 67% from FY 2023). Profit margin: 16% (up from 13% 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 38% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 26Jess-link Products Co., Ltd., Annual General Meeting, May 27, 2025Jess-link Products Co., Ltd., Annual General Meeting, May 27, 2025. Location: 3 floor no,631, chung cheng rd., jhonghe district, new taipei city Taiwan
分析記事 • Jan 13These 4 Measures Indicate That Jess-link Products (TWSE:6197) Is Using Debt SafelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: NT$2.18 (vs NT$1.47 in 3Q 2023)Third quarter 2024 results: EPS: NT$2.18 (up from NT$1.47 in 3Q 2023). Revenue: NT$1.88b (up 40% from 3Q 2023). Net income: NT$265.8m (up 48% from 3Q 2023). Profit margin: 14% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Oct 29Now 21% undervaluedOver the last 90 days, the stock has risen 5.2% to NT$173. The fair value is estimated to be NT$219, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 35%.
Valuation Update With 7 Day Price Move • Oct 23Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$188, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 526% over the past three years.
分析記事 • Oct 22A Look At The Intrinsic Value Of Jess-link Products Co., Ltd. (TWSE:6197)Key Insights Using the 2 Stage Free Cash Flow to Equity, Jess-link Products fair value estimate is NT$219 With NT$178...
Buy Or Sell Opportunity • Sep 27Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to NT$170. The fair value is estimated to be NT$219, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 35%.
分析記事 • Sep 26Jess-link Products (TWSE:6197) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Valuation Update With 7 Day Price Move • Sep 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$154, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 21x in the Tech industry in Taiwan. Total returns to shareholders of 415% over the past three years.
Buy Or Sell Opportunity • Sep 02Now 22% undervaluedOver the last 90 days, the stock has risen 4.0% to NT$171. The fair value is estimated to be NT$219, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 35%.
分析記事 • Aug 15Jess-link Products' (TWSE:6197) Solid Profits Have Weak FundamentalsUnsurprisingly, Jess-link Products Co., Ltd.'s ( TWSE:6197 ) stock price was strong on the back of its healthy earnings...
Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: NT$2.65 (vs NT$1.57 in 2Q 2023)Second quarter 2024 results: EPS: NT$2.65 (up from NT$1.57 in 2Q 2023). Revenue: NT$1.75b (up 65% from 2Q 2023). Net income: NT$323.2m (up 68% from 2Q 2023). Profit margin: 19% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$140, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 20x in the Tech industry in Taiwan. Total returns to shareholders of 349% over the past three years.
お知らせ • Jul 30Jess-link Products Co., Ltd. to Report Q2, 2024 Results on Aug 06, 2024Jess-link Products Co., Ltd. announced that they will report Q2, 2024 results on Aug 06, 2024
Buy Or Sell Opportunity • Jul 10Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 2.4% to NT$173. The fair value is estimated to be NT$142, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 31%.
Upcoming Dividend • Jun 30Upcoming dividend of NT$4.20 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 26 July 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (2.8%).
分析記事 • Jun 16Why Investors Shouldn't Be Surprised By Jess-link Products Co., Ltd.'s (TWSE:6197) 37% Share Price SurgeDespite an already strong run, Jess-link Products Co., Ltd. ( TWSE:6197 ) shares have been powering on, with a gain of...
Declared Dividend • Jun 15Dividend increased to NT$4.20Dividend of NT$4.20 is 31% higher than last year. Ex-date: 4th July 2024 Payment date: 26th July 2024 Dividend yield will be 2.2%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (67% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • Jun 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Buy Or Sell Opportunity • Jun 05Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 51% to NT$171. The fair value is estimated to be NT$141, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 29%.
Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$164, the stock trades at a trailing P/E ratio of 26x. Average trailing P/E is 24x in the Tech industry in Taiwan. Total returns to shareholders of 431% over the past three years.
Reported Earnings • May 12First quarter 2024 earnings released: EPS: NT$1.94 (vs NT$0.84 in 1Q 2023)First quarter 2024 results: EPS: NT$1.94 (up from NT$0.84 in 1Q 2023). Revenue: NT$1.48b (up 36% from 1Q 2023). Net income: NT$237.4m (up 132% from 1Q 2023). Profit margin: 16% (up from 9.4% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 02Jess-link Products Co., Ltd. to Report Q1, 2024 Results on May 08, 2024Jess-link Products Co., Ltd. announced that they will report Q1, 2024 results on May 08, 2024
分析記事 • Apr 25Jess-link Products Co., Ltd.'s (TWSE:6197) P/E Is Still On The Mark Following 27% Share Price BounceDespite an already strong run, Jess-link Products Co., Ltd. ( TWSE:6197 ) shares have been powering on, with a gain of...
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to NT$137, the stock trades at a trailing P/E ratio of 26.2x. Average trailing P/E is 24x in the Tech industry in Taiwan. Total returns to shareholders of 305% over the past three years.
分析記事 • Apr 16Jess-link Products (TWSE:6197) Could Easily Take On More DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$127, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 25x in the Tech industry in Taiwan. Total returns to shareholders of 267% over the past three years.
分析記事 • Mar 28Investors Will Want Jess-link Products' (TWSE:6197) Growth In ROCE To PersistThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Reported Earnings • Mar 12Full year 2023 earnings released: EPS: NT$5.20 (vs NT$3.60 in FY 2022)Full year 2023 results: EPS: NT$5.20 (up from NT$3.60 in FY 2022). Revenue: NT$4.96b (up 14% from FY 2022). Net income: NT$635.4m (up 45% from FY 2022). Profit margin: 13% (up from 10% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 07Jess-link Products Co., Ltd., Annual General Meeting, Jun 13, 2024Jess-link Products Co., Ltd., Annual General Meeting, Jun 13, 2024. Location: (RSL Hotel Taipei Zhonghe) 3rd Floor, No. 631, Zhongzheng Road, Zhonghe District, New Taipei City Taiwan Agenda: To report the business of 2023 and 2024 annual business plan; to consider audit Committee's review report for the year 2023; to report the proposal of cash distribution from Capital Surplus; to consider report 2023 employees' profit sharing bonus and director's compensation; to ratify the Business Report and Financial Statements for the year 2023; to ratify the Distribution of Earnings for the year 2023; and to consider other matters.
分析記事 • Mar 05Investors Appear Satisfied With Jess-link Products Co., Ltd.'s (TWSE:6197) Prospects As Shares Rocket 34%Jess-link Products Co., Ltd. ( TWSE:6197 ) shareholders would be excited to see that the share price has had a great...
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$106, the stock trades at a trailing P/E ratio of 24.9x. Average trailing P/E is 23x in the Tech industry in Taiwan. Total returns to shareholders of 232% over the past three years.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$92.80, the stock trades at a trailing P/E ratio of 21.9x. Average trailing P/E is 22x in the Tech industry in Taiwan. Total returns to shareholders of 204% over the past three years.
お知らせ • Dec 16Jess-link Products Co., Ltd. Appoints Wei-San Chang as Chief Information Security OfficerJess-link Products Co., Ltd. announced the appointment of Chief Information Security Officer. Name, title, and resume of the new position holder: Wei-San Chang, Chief of Operation of JESS-LINK PRODUCTS CO.,LTD. Reason for the change: New replacement. Effective date: December 15, 2023.
Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: NT$1.47 (vs NT$1.80 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.47 (down from NT$1.80 in 3Q 2022). Revenue: NT$1.34b (up 16% from 3Q 2022). Net income: NT$179.1m (down 18% from 3Q 2022). Profit margin: 13% (down from 19% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Nov 07Now 24% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be NT$113, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 26%.
Valuation Update With 7 Day Price Move • Oct 25Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$87.00, the stock trades at a trailing P/E ratio of 19x. Average trailing P/E is 19x in the Tech industry in Taiwan. Total returns to shareholders of 150% over the past three years.
Reported Earnings • Aug 07Second quarter 2023 earnings released: EPS: NT$1.57 (vs NT$1.10 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.57 (up from NT$1.10 in 2Q 2022). Revenue: NT$1.06b (down 1.1% from 2Q 2022). Net income: NT$191.9m (up 43% from 2Q 2022). Profit margin: 18% (up from 13% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 25% per year.
Upcoming Dividend • Jul 05Upcoming dividend of NT$3.20 per share at 4.5% yieldEligible shareholders must have bought the stock before 12 July 2023. Payment date: 28 July 2023. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.7%).
お知らせ • Jun 28Jess-Link Products Co., Ltd. Announces Cash Distributed, Payable on July 28, 2023Jess-link Products Co., Ltd. announced total amount of cash distributed to shareholders TWD 390,674,822 (TWD 3.2 per share). Ex-rights (ex-dividend) trading date: July 12, 2023; Ex-rights (ex-dividend) record date: July 18, 2023; Payment date of cash dividend distribution: July 28, 2023.
Reported Earnings • Mar 30Full year 2022 earnings released: EPS: NT$3.60 (vs NT$3.06 in FY 2021)Full year 2022 results: EPS: NT$3.60 (up from NT$3.06 in FY 2021). Revenue: NT$4.34b (up 12% from FY 2021). Net income: NT$439.8m (up 18% from FY 2021). Profit margin: 10% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 20% per year.
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. 9 experienced directors. No highly experienced directors. 4 independent directors (5 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 06Third quarter 2022 earnings released: EPS: NT$1.79 (vs NT$0.83 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.79 (up from NT$0.83 in 3Q 2021). Revenue: NT$1.16b (up 11% from 3Q 2021). Net income: NT$219.1m (up 117% from 3Q 2021). Profit margin: 19% (up from 9.7% in 3Q 2021). 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 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 05Jess-Link Products Co., Ltd. Establishes Sustainable Development Committee and Appoints Committee Members, with Effect from November 4, 2022Jess-link Products Co., Ltd. established Sustainable Development Committee and appointed committee members, with effect from November 4, 2022. The company appointed Shu-Mei Chang, company's chairman; Shu-Ling Wang, company's Independent Director; Chun-Hsing He, company's Vice President Chih-Ping Cheng, company's Chief Financial Officer.
Reported Earnings • Aug 08Second quarter 2022 earnings released: EPS: NT$1.10 (vs NT$0.84 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.10 (up from NT$0.84 in 2Q 2021). Revenue: NT$1.08b (up 14% from 2Q 2021). Net income: NT$134.6m (up 31% from 2Q 2021). Profit margin: 13% (up from 11% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.
Upcoming Dividend • Jul 08Upcoming dividend of NT$3.00 per shareEligible shareholders must have bought the stock before 15 July 2022. Payment date: 29 July 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 8.1%. Within top quartile of Taiwanese dividend payers (6.8%). In line with average of industry peers (7.7%).
お知らせ • Jul 01Jess-link Products Co., Ltd. Announces Cash Dividend, Payable on July 29, 2022Jess-link Products Co., Ltd. announced cash dividends to common shareholders TWD 268,588,940. Cash distributed from capital surplus to shareholders TWD 97,668,940. Total amount of cash distributed to shareholders TWD 366,257,646 (TWD 3.0 per share). Ex-rights (ex-dividend) trading date is July 15, 2022. Ex-rights (ex-dividend) record date is July 23, 2022. Cash dividend payment date is July 29, 2022.
Buying Opportunity • Jun 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.1%. The fair value is estimated to be NT$49.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has grown by 4.2%.
Buying Opportunity • May 09Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be NT$48.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has grown by 4.2%.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: NT$0.34 (vs NT$0.48 in 1Q 2021)First quarter 2022 results: EPS: NT$0.34 (down from NT$0.48 in 1Q 2021). Revenue: NT$936.2m (up 12% from 1Q 2021). Net income: NT$41.6m (down 28% from 1Q 2021). Profit margin: 4.4% (down from 7.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% 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 30Full year 2021 earnings released: EPS: NT$3.06 (vs NT$2.13 in FY 2020)Full year 2021 results: EPS: NT$3.06 (up from NT$2.13 in FY 2020). Revenue: NT$3.87b (up 7.9% from FY 2020). Net income: NT$373.5m (up 43% from FY 2020). Profit margin: 9.7% (up from 7.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$49.05, the stock trades at a trailing P/E ratio of 19.5x. Average trailing P/E is 16x in the Tech industry in Taiwan. Total returns to shareholders of 118% over the past three years.
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS NT$0.83 (vs NT$0.47 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$1.04b (up 2.8% from 3Q 2020). Net income: NT$101.0m (up 77% from 3Q 2020). Profit margin: 9.7% (up from 5.6% in 3Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$0.84 (vs NT$1.11 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$943.5m (up 2.5% from 2Q 2020). Net income: NT$102.6m (down 24% from 2Q 2020). Profit margin: 11% (down from 15% 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 5% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jun 22Upcoming dividend of NT$2.90 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 15 July 2021. Trailing yield: 7.2%. Within top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (4.9%).
Reported Earnings • May 08First quarter 2021 earnings released: EPS NT$0.48 (vs NT$0.19 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$835.0m (up 30% from 1Q 2020). Net income: NT$58.3m (up 157% from 1Q 2020). Profit margin: 7.0% (up from 3.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year and the company’s share price has also increased by 11% per year.
分析記事 • Apr 30Estimating The Fair Value Of Jess-link Products Co., Ltd. (TPE:6197)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Jess-link Products...
分析記事 • Mar 31We Think Jess-link Products (TPE:6197) Can Manage Its Debt With EaseWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
お知らせ • Mar 18Jess-link Products Co., Ltd., Annual General Meeting, Jun 11, 2021Jess-link Products Co., Ltd., Annual General Meeting, Jun 11, 2021. Location: Zan Ding International Hall No. 311, Sec. 2, Zhongshan Rd., New Taipei City Taiwan Agenda: To report the business of 2020 and 2021 annual business plan Audit Committee's review report for the year 2020; to report the proposal of cash distribution from Capital Surplus; to report 2020 employees' profit sharing bonus and directors' compensation; to ratify the Business Report and Financial Statements for the year 2020; to ratify the Distribution of Earnings for the year 2020; and to approve the release of non-competition restrictions for Directors and their representatives.
Reported Earnings • Mar 18Full year 2020 earnings released: EPS NT$2.13 (vs NT$2.40 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: NT$3.58b (flat on FY 2019). Net income: NT$260.4m (down 9.8% from FY 2019). Profit margin: 7.3% (down from 8.0% in FY 2019). Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.
分析記事 • Mar 17Jess-link Products Co., Ltd.'s (TPE:6197) Has Been On A Rise But Financial Prospects Look Weak: Is The Stock Overpriced?Jess-link Products (TPE:6197) has had a great run on the share market with its stock up by a significant 13% over the...
Is New 90 Day High Low • Mar 11New 90-day high: NT$39.90The company is up 9.0% from its price of NT$36.45 on 11 December 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Tech industry, which is also up 9.0% over the same period.
分析記事 • Feb 26Can Jess-link Products (TPE:6197) Continue To Grow Its Returns On Capital?What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
分析記事 • Feb 11Jess-link Products (TPE:6197) Has Compensated Shareholders With A Respectable 61% Return On Their InvestmentInvestors can buy low cost index fund if they want to receive the average market return. But across the board there are...
分析記事 • Jan 27A Look At The Intrinsic Value Of Jess-link Products Co., Ltd. (TPE:6197)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Jess-link Products...
分析記事 • Jan 12Something To Consider Before Buying Jess-link Products Co., Ltd. (TPE:6197) For The 7.9% DividendToday we'll take a closer look at Jess-link Products Co., Ltd. ( TPE:6197 ) from a dividend investor's perspective...
分析記事 • Dec 28Is Jess-link Products (TPE:6197) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Dec 10Jess-link Products Co., Ltd.'s (TPE:6197) Stock Been Rising But Financials Look Weak: Should Shareholders Be Worried?Most readers would already know that Jess-link Products' (TPE:6197) stock increased by 7.0% over the past three months...
Is New 90 Day High Low • Dec 08New 90-day high: NT$36.95The company is up 7.0% from its price of NT$34.60 on 09 September 2020. The Taiwanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Tech industry, which is up 4.0% over the same period.
分析記事 • Nov 23Will The ROCE Trend At Jess-link Products (TPE:6197) Continue?To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want...
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS NT$0.47The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$1.01b (down 2.0% from 3Q 2019). Net income: NT$57.0m (down 56% from 3Q 2019). Profit margin: 5.6% (down from 12% in 3Q 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 3% per year.
