View Future GrowthSoonest Express 過去の業績過去 基準チェック /16Soonest Expressの収益は年間平均-10.4%の割合で減少していますが、 Logistics業界の収益は年間 減少しています。収益は年間9.5% 10.7%割合で 増加しています。 Soonest Expressの自己資本利益率は8.9%であり、純利益率は2.3%です。主要情報-10.36%収益成長率-13.88%EPS成長率Logistics 業界の成長28.29%収益成長率10.69%株主資本利益率8.94%ネット・マージン2.30%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 06First quarter 2026 earnings released: EPS: NT$0.69 (vs NT$1.78 in 1Q 2025)First quarter 2026 results: EPS: NT$0.69 (down from NT$1.78 in 1Q 2025). Revenue: NT$1.46b (down 25% from 1Q 2025). Net income: NT$24.0m (down 62% from 1Q 2025). Profit margin: 1.6% (down from 3.2% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 29% 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 04Full year 2025 earnings released: EPS: NT$6.30 (vs NT$6.11 in FY 2024)Full year 2025 results: EPS: NT$6.30 (up from NT$6.11 in FY 2024). Revenue: NT$8.40b (up 60% from FY 2024). Net income: NT$220.6m (up 3.2% from FY 2024). Profit margin: 2.6% (down from 4.1% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: NT$2.79 (vs NT$1.40 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.79 (up from NT$1.40 in 3Q 2024). Revenue: NT$2.16b (up 54% from 3Q 2024). Net income: NT$97.7m (up 100% from 3Q 2024). Profit margin: 4.5% (up from 3.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: NT$0.13 (vs NT$1.50 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.13 (down from NT$1.50 in 2Q 2024). Revenue: NT$2.04b (up 69% from 2Q 2024). Net income: NT$4.57m (down 91% from 2Q 2024). Profit margin: 0.2% (down from 4.4% 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 41% 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 • May 08First quarter 2025 earnings released: EPS: NT$1.80 (vs NT$1.35 in 1Q 2024)First quarter 2025 results: EPS: NT$1.80 (up from NT$1.35 in 1Q 2024). Revenue: NT$1.94b (up 98% from 1Q 2024). Net income: NT$62.3m (up 32% from 1Q 2024). Profit margin: 3.2% (down from 4.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 34% 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 19Full year 2024 earnings released: EPS: NT$6.11 (vs NT$7.53 in FY 2023)Full year 2024 results: EPS: NT$6.11 (down from NT$7.53 in FY 2023). Revenue: NT$5.26b (up 26% from FY 2023). Net income: NT$213.9m (down 8.9% from FY 2023). Profit margin: 4.1% (down from 5.6% 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 27% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.すべての更新を表示Recent updatesDeclared Dividend • Jun 08Dividend of NT$4.50 announcedShareholders will receive a dividend of NT$4.50. Ex-date: 26th June 2026 Payment date: 24th July 2026 Dividend yield will be 6.8%, which is higher than the industry average of 5.7%. Sustainability & Growth Dividend is covered by both earnings (86% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 4.0% to shift the payout ratio to a potentially unsustainable range, which is less than the 7.4% EPS decline seen over the last 5 years.Reported Earnings • May 06First quarter 2026 earnings released: EPS: NT$0.69 (vs NT$1.78 in 1Q 2025)First quarter 2026 results: EPS: NT$0.69 (down from NT$1.78 in 1Q 2025). Revenue: NT$1.46b (down 25% from 1Q 2025). Net income: NT$24.0m (down 62% from 1Q 2025). Profit margin: 1.6% (down from 3.2% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 29% 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 04Full year 2025 earnings released: EPS: NT$6.30 (vs NT$6.11 in FY 2024)Full year 2025 results: EPS: NT$6.30 (up from NT$6.11 in FY 2024). Revenue: NT$8.40b (up 60% from FY 2024). Net income: NT$220.6m (up 3.2% from FY 2024). Profit margin: 2.6% (down from 4.1% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Mar 04Soonest Express Co., Ltd., Annual General Meeting, Jun 25, 2026Soonest Express Co., Ltd., Annual General Meeting, Jun 25, 2026. Location: b1 floor no,85, sec.4 luo szu fu rd., da-an district, taipei city TaiwanReported Earnings • Nov 05Third quarter 2025 earnings released: EPS: NT$2.79 (vs NT$1.40 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.79 (up from NT$1.40 in 3Q 2024). Revenue: NT$2.16b (up 54% from 3Q 2024). Net income: NT$97.7m (up 100% from 3Q 2024). Profit margin: 4.5% (up from 3.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: NT$0.13 (vs NT$1.50 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.13 (down from NT$1.50 in 2Q 2024). Revenue: NT$2.04b (up 69% from 2Q 2024). Net income: NT$4.57m (down 91% from 2Q 2024). Profit margin: 0.2% (down from 4.4% 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 41% 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.New Risk • Aug 07New major risk - Revenue and earnings growthEarnings have declined by 0.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 0.8% per year over the past 5 years. High level of non-cash earnings (42% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.6% net profit margin). Market cap is less than US$100m (NT$2.45b market cap, or US$82.2m).Declared Dividend • Jun 04Dividend reduced to NT$4.50Dividend of NT$4.50 is 10.0% lower than last year. Ex-date: 20th June 2025 Payment date: 18th July 2025 Dividend yield will be 5.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (69% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 08First quarter 2025 earnings released: EPS: NT$1.80 (vs NT$1.35 in 1Q 2024)First quarter 2025 results: EPS: NT$1.80 (up from NT$1.35 in 1Q 2024). Revenue: NT$1.94b (up 98% from 1Q 2024). Net income: NT$62.3m (up 32% from 1Q 2024). Profit margin: 3.2% (down from 4.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Mar 28Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at NT$74.70. The fair value is estimated to be NT$93.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Earnings per share has declined by 27%.Reported Earnings • Mar 19Full year 2024 earnings released: EPS: NT$6.11 (vs NT$7.53 in FY 2023)Full year 2024 results: EPS: NT$6.11 (down from NT$7.53 in FY 2023). Revenue: NT$5.26b (up 26% from FY 2023). Net income: NT$213.9m (down 8.9% from FY 2023). Profit margin: 4.1% (down from 5.6% 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 27% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Mar 12Soonest Express Co., Ltd., Annual General Meeting, Jun 19, 2025Soonest Express Co., Ltd., Annual General Meeting, Jun 19, 2025. Location: b1 floor no,85, sec.4 luo szu fu rd., da-an district, taipei city TaiwanReported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$1.40 (vs NT$1.73 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.40 (down from NT$1.73 in 3Q 2023). Revenue: NT$1.41b (up 33% from 3Q 2023). Net income: NT$48.9m (down 5.6% from 3Q 2023). Profit margin: 3.5% (down from 4.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: NT$1.50 (vs NT$1.04 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.50 (up from NT$1.04 in 2Q 2023). Revenue: NT$1.21b (up 58% from 2Q 2023). Net income: NT$52.6m (up 69% from 2Q 2023). Profit margin: 4.4% (up from 4.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Upcoming Dividend • Jun 17Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 24 June 2024. Payment date: 19 July 2024. Payout ratio is a comfortable 73% but the company is not cash flow positive. Trailing yield: 5.8%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (5.2%).Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$1.35 (vs NT$2.04 in 1Q 2023)First quarter 2024 results: EPS: NT$1.35 (down from NT$2.04 in 1Q 2023). Revenue: NT$979.3m (up 20% from 1Q 2023). Net income: NT$47.3m (down 23% from 1Q 2023). Profit margin: 4.8% (down from 7.5% in 1Q 2023). 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 but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 27Soonest Express Co., Ltd., Annual General Meeting, Jun 21, 2024Soonest Express Co., Ltd., Annual General Meeting, Jun 21, 2024.Reported Earnings • Mar 22Full year 2023 earnings released: EPS: NT$7.53 (vs NT$16.68 in FY 2022)Full year 2023 results: EPS: NT$7.53 (down from NT$16.68 in FY 2022). Revenue: NT$4.17b (down 27% from FY 2022). Net income: NT$234.8m (down 53% from FY 2022). Profit margin: 5.6% (down from 8.8% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: NT$1.73 (vs NT$5.95 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.73 (down from NT$5.95 in 3Q 2022). Revenue: NT$1.06b (down 36% from 3Q 2022). Net income: NT$51.8m (down 71% from 3Q 2022). Profit margin: 4.9% (down from 11% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 2 years compared to a 8.9% growth forecast for the Logistics industry in Asia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.New Risk • Nov 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (17% increase in shares outstanding). Market cap is less than US$100m (NT$2.33b market cap, or US$72.4m).Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: NT$1.04 (vs NT$5.17 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.04 (down from NT$5.17 in 2Q 2022). Revenue: NT$767.2m (down 50% from 2Q 2022). Net income: NT$31.2m (down 80% from 2Q 2022). Profit margin: 4.1% (down from 10% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Aug 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.3%. The fair value is estimated to be NT$87.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 40%.Buying Opportunity • Jul 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.4%. The fair value is estimated to be NT$89.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 40%.Buying Opportunity • Jun 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.5%. The fair value is estimated to be NT$89.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 40%.Upcoming Dividend • Jun 12Upcoming dividend of NT$7.00 per share at 9.2% yieldEligible shareholders must have bought the stock before 19 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 9.2%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (6.5%).Reported Earnings • Mar 24Full year 2022 earnings released: EPS: NT$16.68 (vs NT$9.72 in FY 2021)Full year 2022 results: EPS: NT$16.68 (up from NT$9.72 in FY 2021). Revenue: NT$5.70b (up 13% from FY 2021). Net income: NT$500.4m (up 72% from FY 2021). Profit margin: 8.8% (up from 5.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director T. Lu was the last independent director to join the board, commencing their role in 2020. 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 11Third quarter 2022 earnings released: EPS: NT$5.95 (vs NT$2.72 in 3Q 2021)Third quarter 2022 results: EPS: NT$5.95 (up from NT$2.72 in 3Q 2021). Revenue: NT$1.66b (up 24% from 3Q 2021). Net income: NT$178.5m (up 119% from 3Q 2021). Profit margin: 11% (up from 6.1% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: NT$5.17 (vs NT$2.03 in 2Q 2021)Second quarter 2022 results: EPS: NT$5.17 (up from NT$2.03 in 2Q 2021). Revenue: NT$1.53b (up 35% from 2Q 2021). Net income: NT$155.0m (up 155% from 2Q 2021). Profit margin: 10% (up from 5.4% 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 41% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 28Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 04 August 2022. Payment date: 01 September 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 7.2%. Within top quartile of Taiwanese dividend payers (6.7%). In line with average of industry peers (7.9%).Reported Earnings • May 16First quarter 2022 earnings released: EPS: NT$2.94 (vs NT$1.60 in 1Q 2021)First quarter 2022 results: EPS: NT$2.94 (up from NT$1.60 in 1Q 2021). Revenue: NT$1.28b (up 20% from 1Q 2021). Net income: NT$88.2m (up 84% from 1Q 2021). Profit margin: 6.9% (up from 4.5% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director T. Lu was the last independent director to join the board, commencing their role in 2020. 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 2021 earnings released: EPS NT$2.72 (vs NT$2.06 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: NT$1.35b (up 54% from 3Q 2020). Net income: NT$81.7m (up 32% from 3Q 2020). Profit margin: 6.1% (down from 7.1% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$2.03 (vs NT$1.90 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: NT$1.14b (up 13% from 2Q 2020). Net income: NT$60.9m (up 7.0% from 2Q 2020). Profit margin: 5.4% (down from 5.7% 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 42% per year whereas the company’s share price has increased by 40% per year.Upcoming Dividend • Jul 29Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 05 August 2021. Payment date: 01 September 2021. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$105, the stock trades at a trailing P/E ratio of 13.7x. Average forward P/E is 20x in the Logistics industry in Taiwan. Total returns to shareholders of 309% over the past three years.Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$101, the stock trades at a trailing P/E ratio of 13.2x. Average forward P/E is 20x in the Logistics industry in Taiwan. Total returns to shareholders of 281% over the past three years.Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$72.00, the stock trades at a trailing P/E ratio of 9.4x. Average forward P/E is 20x in the Logistics industry in Taiwan. Total returns to shareholders of 163% over the past three years.Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$1.60 (vs NT$1.10 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$1.07b (up 36% from 1Q 2020). Net income: NT$48.1m (up 46% from 1Q 2020). Profit margin: 4.5% (up from 4.2% 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 44% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 13Does Soonest Express Co., Ltd. (GTSM:2643) Have A Place In Your Dividend Portfolio?Is Soonest Express Co., Ltd. ( GTSM:2643 ) a good dividend stock? How can we tell? Dividend paying companies with...Reported Earnings • Mar 30Full year 2020 earnings released: EPS NT$7.15 (vs NT$4.60 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$3.70b (up 15% from FY 2019). Net income: NT$213.5m (up 77% from FY 2019). Profit margin: 5.8% (up from 3.7% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 21Shareholders Are Thrilled That The Soonest Express (GTSM:2643) Share Price Increased 128%Unless you borrow money to invest, the potential losses are limited. But when you pick a company that is really...分析記事 • Feb 13Here's What Soonest Express' (GTSM:2643) Strong Returns On Capital MeansIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...分析記事 • Jan 25Soonest Express Co., Ltd.'s (GTSM:2643) Stock Is Going Strong: Is the Market Following Fundamentals?Soonest Express' (GTSM:2643) stock is up by a considerable 20% over the past three months. Given that the market...分析記事 • Jan 07Soonest Express Co., Ltd. (GTSM:2643) Is An Attractive Dividend Stock - Here's WhyToday we'll take a closer look at Soonest Express Co., Ltd. ( GTSM:2643 ) from a dividend investor's perspective...Is New 90 Day High Low • Dec 28New 90-day high: NT$75.30The company is up 54% from its price of NT$48.90 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 Logistics industry, which is up 14% over the same period.Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$75.30, the stock is trading at a trailing P/E ratio of 11.1x, up from the previous P/E ratio of 9.6x. This compares to an average P/E of 12x in the Logistics industry in Taiwan. Total returns to shareholders over the past three years are 181%.分析記事 • Dec 20Shareholders Of Soonest Express (GTSM:2643) Must Be Happy With Their 153% Total ReturnIt might seem bad, but the worst that can happen when you buy a stock (without leverage) is that its share price goes...Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$70.20, the stock is trading at a trailing P/E ratio of 10.3x, up from the previous P/E ratio of 8.7x. This compares to an average P/E of 12x in the Logistics industry in Taiwan. Total returns to shareholders over the past three years are 152%.Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 24% share price gain to NT$67.00, the stock is trading at a trailing P/E ratio of 9.8x, up from the previous P/E ratio of 8x. This compares to an average P/E of 11x in the Logistics industry in Taiwan. Total returns to shareholders over the past three years are 148%.Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$61.00, the stock is trading at a trailing P/E ratio of 9x, up from the previous P/E ratio of 7.7x. This compares to an average P/E of 11x in the Logistics industry in Taiwan. Total returns to shareholders over the past three years are 119%.Is New 90 Day High Low • Dec 09New 90-day high: NT$57.00The company is up 15% from its price of NT$49.40 on 11 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$298 per share.分析記事 • Dec 02Is There More To The Story Than Soonest Express's (GTSM:2643) Earnings Growth?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$2.06The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$876.0m (down 1.9% from 3Q 2019). Net income: NT$61.8m (up 52% from 3Q 2019). Profit margin: 7.1% (up from 4.6% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Nov 04New 90-day high: NT$54.70The company is up 3.0% from its price of NT$53.00 on 06 August 2020. The Taiwanese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$128 per share.収支内訳Soonest Express の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TPEX:2643 収益、費用、利益 ( )TWD Millions日付収益収益G+A経費研究開発費31 Mar 267,920182294031 Dec 258,399221287030 Sep 257,802233281030 Jun 257,048181286031 Mar 256,215229271031 Dec 245,259214256030 Sep 245,127236259030 Jun 244,775242242031 Mar 244,334221229031 Dec 234,168235217030 Sep 233,870223221030 Jun 234,474350296031 Mar 235,236473312031 Dec 225,705500318030 Sep 225,991523293030 Jun 225,675426213031 Mar 225,282332203031 Dec 215,067291199030 Sep 214,583253203030 Jun 214,114233199031 Mar 213,982229193031 Dec 203,702213193030 Sep 203,645197190030 Jun 203,662176194031 Mar 203,368139201031 Dec 193,217121203030 Sep 192,98899203030 Jun 192,77880202031 Mar 192,73777197031 Dec 182,72374192030 Sep 182,70871187030 Jun 182,68766186031 Mar 182,65256189031 Dec 172,66257193030 Sep 172,70956198030 Jun 172,73083202031 Mar 172,799110202031 Dec 162,835134208030 Sep 162,888141212030 Jun 162,841119214031 Mar 162,785112212031 Dec 152,73988207030 Sep 152,571702010質の高い収益: 2643は 高品質の収益 を持っています。利益率の向上: 2643の現在の純利益率 (2.3%)は、昨年(3.7%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 2643の収益は過去 5 年間で年間10.4%減少しました。成長の加速: 2643は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 2643は過去 1 年間で収益成長率がマイナス ( -20.3% ) となったため、 Logistics業界平均 ( -5.3% ) と比較することが困難です。株主資本利益率高いROE: 2643の 自己資本利益率 ( 8.9% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTransportation 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/04 21:58終値2026/07/03 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Soonest Express Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Horn Yu ChienMasterlink Securities Investment AdvisoryYili ChenSinoPac Securities Investment Service
Reported Earnings • May 06First quarter 2026 earnings released: EPS: NT$0.69 (vs NT$1.78 in 1Q 2025)First quarter 2026 results: EPS: NT$0.69 (down from NT$1.78 in 1Q 2025). Revenue: NT$1.46b (down 25% from 1Q 2025). Net income: NT$24.0m (down 62% from 1Q 2025). Profit margin: 1.6% (down from 3.2% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 29% 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 04Full year 2025 earnings released: EPS: NT$6.30 (vs NT$6.11 in FY 2024)Full year 2025 results: EPS: NT$6.30 (up from NT$6.11 in FY 2024). Revenue: NT$8.40b (up 60% from FY 2024). Net income: NT$220.6m (up 3.2% from FY 2024). Profit margin: 2.6% (down from 4.1% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: NT$2.79 (vs NT$1.40 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.79 (up from NT$1.40 in 3Q 2024). Revenue: NT$2.16b (up 54% from 3Q 2024). Net income: NT$97.7m (up 100% from 3Q 2024). Profit margin: 4.5% (up from 3.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: NT$0.13 (vs NT$1.50 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.13 (down from NT$1.50 in 2Q 2024). Revenue: NT$2.04b (up 69% from 2Q 2024). Net income: NT$4.57m (down 91% from 2Q 2024). Profit margin: 0.2% (down from 4.4% 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 41% 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 • May 08First quarter 2025 earnings released: EPS: NT$1.80 (vs NT$1.35 in 1Q 2024)First quarter 2025 results: EPS: NT$1.80 (up from NT$1.35 in 1Q 2024). Revenue: NT$1.94b (up 98% from 1Q 2024). Net income: NT$62.3m (up 32% from 1Q 2024). Profit margin: 3.2% (down from 4.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 34% 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 19Full year 2024 earnings released: EPS: NT$6.11 (vs NT$7.53 in FY 2023)Full year 2024 results: EPS: NT$6.11 (down from NT$7.53 in FY 2023). Revenue: NT$5.26b (up 26% from FY 2023). Net income: NT$213.9m (down 8.9% from FY 2023). Profit margin: 4.1% (down from 5.6% 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 27% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Declared Dividend • Jun 08Dividend of NT$4.50 announcedShareholders will receive a dividend of NT$4.50. Ex-date: 26th June 2026 Payment date: 24th July 2026 Dividend yield will be 6.8%, which is higher than the industry average of 5.7%. Sustainability & Growth Dividend is covered by both earnings (86% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 4.0% to shift the payout ratio to a potentially unsustainable range, which is less than the 7.4% EPS decline seen over the last 5 years.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: NT$0.69 (vs NT$1.78 in 1Q 2025)First quarter 2026 results: EPS: NT$0.69 (down from NT$1.78 in 1Q 2025). Revenue: NT$1.46b (down 25% from 1Q 2025). Net income: NT$24.0m (down 62% from 1Q 2025). Profit margin: 1.6% (down from 3.2% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 29% 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 04Full year 2025 earnings released: EPS: NT$6.30 (vs NT$6.11 in FY 2024)Full year 2025 results: EPS: NT$6.30 (up from NT$6.11 in FY 2024). Revenue: NT$8.40b (up 60% from FY 2024). Net income: NT$220.6m (up 3.2% from FY 2024). Profit margin: 2.6% (down from 4.1% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 04Soonest Express Co., Ltd., Annual General Meeting, Jun 25, 2026Soonest Express Co., Ltd., Annual General Meeting, Jun 25, 2026. Location: b1 floor no,85, sec.4 luo szu fu rd., da-an district, taipei city Taiwan
Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: NT$2.79 (vs NT$1.40 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.79 (up from NT$1.40 in 3Q 2024). Revenue: NT$2.16b (up 54% from 3Q 2024). Net income: NT$97.7m (up 100% from 3Q 2024). Profit margin: 4.5% (up from 3.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: NT$0.13 (vs NT$1.50 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.13 (down from NT$1.50 in 2Q 2024). Revenue: NT$2.04b (up 69% from 2Q 2024). Net income: NT$4.57m (down 91% from 2Q 2024). Profit margin: 0.2% (down from 4.4% 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 41% 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.
New Risk • Aug 07New major risk - Revenue and earnings growthEarnings have declined by 0.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 0.8% per year over the past 5 years. High level of non-cash earnings (42% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.6% net profit margin). Market cap is less than US$100m (NT$2.45b market cap, or US$82.2m).
Declared Dividend • Jun 04Dividend reduced to NT$4.50Dividend of NT$4.50 is 10.0% lower than last year. Ex-date: 20th June 2025 Payment date: 18th July 2025 Dividend yield will be 5.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (69% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 08First quarter 2025 earnings released: EPS: NT$1.80 (vs NT$1.35 in 1Q 2024)First quarter 2025 results: EPS: NT$1.80 (up from NT$1.35 in 1Q 2024). Revenue: NT$1.94b (up 98% from 1Q 2024). Net income: NT$62.3m (up 32% from 1Q 2024). Profit margin: 3.2% (down from 4.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Mar 28Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at NT$74.70. The fair value is estimated to be NT$93.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Earnings per share has declined by 27%.
Reported Earnings • Mar 19Full year 2024 earnings released: EPS: NT$6.11 (vs NT$7.53 in FY 2023)Full year 2024 results: EPS: NT$6.11 (down from NT$7.53 in FY 2023). Revenue: NT$5.26b (up 26% from FY 2023). Net income: NT$213.9m (down 8.9% from FY 2023). Profit margin: 4.1% (down from 5.6% 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 27% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Mar 12Soonest Express Co., Ltd., Annual General Meeting, Jun 19, 2025Soonest Express Co., Ltd., Annual General Meeting, Jun 19, 2025. Location: b1 floor no,85, sec.4 luo szu fu rd., da-an district, taipei city Taiwan
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$1.40 (vs NT$1.73 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.40 (down from NT$1.73 in 3Q 2023). Revenue: NT$1.41b (up 33% from 3Q 2023). Net income: NT$48.9m (down 5.6% from 3Q 2023). Profit margin: 3.5% (down from 4.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: NT$1.50 (vs NT$1.04 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.50 (up from NT$1.04 in 2Q 2023). Revenue: NT$1.21b (up 58% from 2Q 2023). Net income: NT$52.6m (up 69% from 2Q 2023). Profit margin: 4.4% (up from 4.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jun 17Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 24 June 2024. Payment date: 19 July 2024. Payout ratio is a comfortable 73% but the company is not cash flow positive. Trailing yield: 5.8%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (5.2%).
Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$1.35 (vs NT$2.04 in 1Q 2023)First quarter 2024 results: EPS: NT$1.35 (down from NT$2.04 in 1Q 2023). Revenue: NT$979.3m (up 20% from 1Q 2023). Net income: NT$47.3m (down 23% from 1Q 2023). Profit margin: 4.8% (down from 7.5% in 1Q 2023). 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 but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 27Soonest Express Co., Ltd., Annual General Meeting, Jun 21, 2024Soonest Express Co., Ltd., Annual General Meeting, Jun 21, 2024.
Reported Earnings • Mar 22Full year 2023 earnings released: EPS: NT$7.53 (vs NT$16.68 in FY 2022)Full year 2023 results: EPS: NT$7.53 (down from NT$16.68 in FY 2022). Revenue: NT$4.17b (down 27% from FY 2022). Net income: NT$234.8m (down 53% from FY 2022). Profit margin: 5.6% (down from 8.8% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: NT$1.73 (vs NT$5.95 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.73 (down from NT$5.95 in 3Q 2022). Revenue: NT$1.06b (down 36% from 3Q 2022). Net income: NT$51.8m (down 71% from 3Q 2022). Profit margin: 4.9% (down from 11% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 2 years compared to a 8.9% growth forecast for the Logistics industry in Asia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
New Risk • Nov 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (17% increase in shares outstanding). Market cap is less than US$100m (NT$2.33b market cap, or US$72.4m).
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: NT$1.04 (vs NT$5.17 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.04 (down from NT$5.17 in 2Q 2022). Revenue: NT$767.2m (down 50% from 2Q 2022). Net income: NT$31.2m (down 80% from 2Q 2022). Profit margin: 4.1% (down from 10% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Aug 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.3%. The fair value is estimated to be NT$87.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 40%.
Buying Opportunity • Jul 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.4%. The fair value is estimated to be NT$89.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 40%.
Buying Opportunity • Jun 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.5%. The fair value is estimated to be NT$89.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 40%.
Upcoming Dividend • Jun 12Upcoming dividend of NT$7.00 per share at 9.2% yieldEligible shareholders must have bought the stock before 19 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 9.2%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (6.5%).
Reported Earnings • Mar 24Full year 2022 earnings released: EPS: NT$16.68 (vs NT$9.72 in FY 2021)Full year 2022 results: EPS: NT$16.68 (up from NT$9.72 in FY 2021). Revenue: NT$5.70b (up 13% from FY 2021). Net income: NT$500.4m (up 72% from FY 2021). Profit margin: 8.8% (up from 5.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director T. Lu was the last independent director to join the board, commencing their role in 2020. 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 11Third quarter 2022 earnings released: EPS: NT$5.95 (vs NT$2.72 in 3Q 2021)Third quarter 2022 results: EPS: NT$5.95 (up from NT$2.72 in 3Q 2021). Revenue: NT$1.66b (up 24% from 3Q 2021). Net income: NT$178.5m (up 119% from 3Q 2021). Profit margin: 11% (up from 6.1% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: NT$5.17 (vs NT$2.03 in 2Q 2021)Second quarter 2022 results: EPS: NT$5.17 (up from NT$2.03 in 2Q 2021). Revenue: NT$1.53b (up 35% from 2Q 2021). Net income: NT$155.0m (up 155% from 2Q 2021). Profit margin: 10% (up from 5.4% 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 41% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 28Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 04 August 2022. Payment date: 01 September 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 7.2%. Within top quartile of Taiwanese dividend payers (6.7%). In line with average of industry peers (7.9%).
Reported Earnings • May 16First quarter 2022 earnings released: EPS: NT$2.94 (vs NT$1.60 in 1Q 2021)First quarter 2022 results: EPS: NT$2.94 (up from NT$1.60 in 1Q 2021). Revenue: NT$1.28b (up 20% from 1Q 2021). Net income: NT$88.2m (up 84% from 1Q 2021). Profit margin: 6.9% (up from 4.5% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director T. Lu was the last independent director to join the board, commencing their role in 2020. 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 2021 earnings released: EPS NT$2.72 (vs NT$2.06 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: NT$1.35b (up 54% from 3Q 2020). Net income: NT$81.7m (up 32% from 3Q 2020). Profit margin: 6.1% (down from 7.1% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$2.03 (vs NT$1.90 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: NT$1.14b (up 13% from 2Q 2020). Net income: NT$60.9m (up 7.0% from 2Q 2020). Profit margin: 5.4% (down from 5.7% 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 42% per year whereas the company’s share price has increased by 40% per year.
Upcoming Dividend • Jul 29Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 05 August 2021. Payment date: 01 September 2021. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$105, the stock trades at a trailing P/E ratio of 13.7x. Average forward P/E is 20x in the Logistics industry in Taiwan. Total returns to shareholders of 309% over the past three years.
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$101, the stock trades at a trailing P/E ratio of 13.2x. Average forward P/E is 20x in the Logistics industry in Taiwan. Total returns to shareholders of 281% over the past three years.
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$72.00, the stock trades at a trailing P/E ratio of 9.4x. Average forward P/E is 20x in the Logistics industry in Taiwan. Total returns to shareholders of 163% over the past three years.
Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$1.60 (vs NT$1.10 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$1.07b (up 36% from 1Q 2020). Net income: NT$48.1m (up 46% from 1Q 2020). Profit margin: 4.5% (up from 4.2% 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 44% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 13Does Soonest Express Co., Ltd. (GTSM:2643) Have A Place In Your Dividend Portfolio?Is Soonest Express Co., Ltd. ( GTSM:2643 ) a good dividend stock? How can we tell? Dividend paying companies with...
Reported Earnings • Mar 30Full year 2020 earnings released: EPS NT$7.15 (vs NT$4.60 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$3.70b (up 15% from FY 2019). Net income: NT$213.5m (up 77% from FY 2019). Profit margin: 5.8% (up from 3.7% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 21Shareholders Are Thrilled That The Soonest Express (GTSM:2643) Share Price Increased 128%Unless you borrow money to invest, the potential losses are limited. But when you pick a company that is really...
分析記事 • Feb 13Here's What Soonest Express' (GTSM:2643) Strong Returns On Capital MeansIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
分析記事 • Jan 25Soonest Express Co., Ltd.'s (GTSM:2643) Stock Is Going Strong: Is the Market Following Fundamentals?Soonest Express' (GTSM:2643) stock is up by a considerable 20% over the past three months. Given that the market...
分析記事 • Jan 07Soonest Express Co., Ltd. (GTSM:2643) Is An Attractive Dividend Stock - Here's WhyToday we'll take a closer look at Soonest Express Co., Ltd. ( GTSM:2643 ) from a dividend investor's perspective...
Is New 90 Day High Low • Dec 28New 90-day high: NT$75.30The company is up 54% from its price of NT$48.90 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 Logistics industry, which is up 14% over the same period.
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$75.30, the stock is trading at a trailing P/E ratio of 11.1x, up from the previous P/E ratio of 9.6x. This compares to an average P/E of 12x in the Logistics industry in Taiwan. Total returns to shareholders over the past three years are 181%.
分析記事 • Dec 20Shareholders Of Soonest Express (GTSM:2643) Must Be Happy With Their 153% Total ReturnIt might seem bad, but the worst that can happen when you buy a stock (without leverage) is that its share price goes...
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$70.20, the stock is trading at a trailing P/E ratio of 10.3x, up from the previous P/E ratio of 8.7x. This compares to an average P/E of 12x in the Logistics industry in Taiwan. Total returns to shareholders over the past three years are 152%.
Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 24% share price gain to NT$67.00, the stock is trading at a trailing P/E ratio of 9.8x, up from the previous P/E ratio of 8x. This compares to an average P/E of 11x in the Logistics industry in Taiwan. Total returns to shareholders over the past three years are 148%.
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$61.00, the stock is trading at a trailing P/E ratio of 9x, up from the previous P/E ratio of 7.7x. This compares to an average P/E of 11x in the Logistics industry in Taiwan. Total returns to shareholders over the past three years are 119%.
Is New 90 Day High Low • Dec 09New 90-day high: NT$57.00The company is up 15% from its price of NT$49.40 on 11 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$298 per share.
分析記事 • Dec 02Is There More To The Story Than Soonest Express's (GTSM:2643) Earnings Growth?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$2.06The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$876.0m (down 1.9% from 3Q 2019). Net income: NT$61.8m (up 52% from 3Q 2019). Profit margin: 7.1% (up from 4.6% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Nov 04New 90-day high: NT$54.70The company is up 3.0% from its price of NT$53.00 on 06 August 2020. The Taiwanese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$128 per share.