JeanLtd (2442) 주식 개요진은 대만에서 건설 및 개발 사업을 영위하는 회사입니다. 자세히 보기2442 펀더멘털 분석스노우플레이크 점수가치 평가4/6미래 성장0/6과거 실적4/6재무 건전성5/6배당0/6강점공정 가치 추정치보다 낮은 95.9% 에서 거래지난 1년간 수익이 679.6% 증가했습니다.위험 분석이익 마진 (12.7%)이 지난해 (18.1%)보다 낮습니다.지난 1년 동안 주주가 희석되었습니다.부채비율이 높네요모든 위험 점검 보기2442 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW484,962 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA484,962 investors already sharing narrativesYour Fair ValueNT$Current PriceNT$19.5046.8% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-116m43b2016201920222025202620282031Revenue NT$42.7bEarnings NT$5.4bAdvancedSet Fair ValueView all narrativesJean Co.,Ltd 경쟁사Hong Pu Real Estate DevelopmentSymbol: TWSE:2536Market cap: NT$7.0bCrowell DevelopmentSymbol: TWSE:2528Market cap: NT$10.1bKuo Yang ConstructionSymbol: TWSE:2505Market cap: NT$6.9bShin Ruenn developmentSymbol: TPEX:6186Market cap: NT$6.9b가격 이력 및 성과JeanLtd 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가NT$19.5052주 최고가NT$29.9852주 최저가NT$17.90베타-0.101개월 변동1.30%3개월 변동6.56%1년 변동-24.83%3년 변동11.70%5년 변동97.13%IPO 이후 변동-56.24%최근 뉴스 및 업데이트New Risk • Jun 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 22% 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 High level of debt (79% net debt to equity). Profit margins are more than 30% lower than last year (13% net profit margin). Shareholders have been diluted in the past year (22% increase in shares outstanding).Reported Earnings • May 20First quarter 2026 earnings released: EPS: NT$1.14 (vs NT$0.28 in 1Q 2025)First quarter 2026 results: EPS: NT$1.14 (up from NT$0.28 in 1Q 2025). Revenue: NT$3.19b (up NT$2.74b from 1Q 2025). Net income: NT$363.6m (up 381% from 1Q 2025). Profit margin: 11% (down from 17% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$5.24 (vs NT$1.19 in FY 2024)Full year 2025 results: EPS: NT$5.24 (up from NT$1.19 in FY 2024). Revenue: NT$10.7b (up NT$9.64b from FY 2024). Net income: NT$1.42b (up 350% from FY 2024). Profit margin: 13% (down from 29% 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 46% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.공고 • Mar 13Jean Co.,Ltd, Annual General Meeting, May 29, 2026Jean Co.,Ltd, Annual General Meeting, May 29, 2026. Location: 7 floor no,2, jui kuang rd., neihu district, taipei city TaiwanReported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$0.12 (vs NT$0.031 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.12 (up from NT$0.031 in 3Q 2024). Revenue: NT$93.9m (down 31% from 3Q 2024). Net income: NT$32.4m (up 290% from 3Q 2024). Profit margin: 35% (up from 6.1% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 02Upcoming dividend of NT$0.079 per shareEligible shareholders must have bought the stock before 09 September 2025. Payment date: 09 October 2025. Payout ratio is a comfortable 9.5% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (4.9%).더 많은 업데이트 보기Recent updatesNew Risk • Jun 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 22% 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 High level of debt (79% net debt to equity). Profit margins are more than 30% lower than last year (13% net profit margin). Shareholders have been diluted in the past year (22% increase in shares outstanding).Reported Earnings • May 20First quarter 2026 earnings released: EPS: NT$1.14 (vs NT$0.28 in 1Q 2025)First quarter 2026 results: EPS: NT$1.14 (up from NT$0.28 in 1Q 2025). Revenue: NT$3.19b (up NT$2.74b from 1Q 2025). Net income: NT$363.6m (up 381% from 1Q 2025). Profit margin: 11% (down from 17% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$5.24 (vs NT$1.19 in FY 2024)Full year 2025 results: EPS: NT$5.24 (up from NT$1.19 in FY 2024). Revenue: NT$10.7b (up NT$9.64b from FY 2024). Net income: NT$1.42b (up 350% from FY 2024). Profit margin: 13% (down from 29% 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 46% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.공고 • Mar 13Jean Co.,Ltd, Annual General Meeting, May 29, 2026Jean Co.,Ltd, Annual General Meeting, May 29, 2026. Location: 7 floor no,2, jui kuang rd., neihu district, taipei city TaiwanReported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$0.12 (vs NT$0.031 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.12 (up from NT$0.031 in 3Q 2024). Revenue: NT$93.9m (down 31% from 3Q 2024). Net income: NT$32.4m (up 290% from 3Q 2024). Profit margin: 35% (up from 6.1% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 02Upcoming dividend of NT$0.079 per shareEligible shareholders must have bought the stock before 09 September 2025. Payment date: 09 October 2025. Payout ratio is a comfortable 9.5% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (4.9%).New Risk • Aug 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 16% Last year net profit margin: 31% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (44% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (16% net profit margin).Declared Dividend • Aug 14Dividend reduced to NT$0.08Dividend of NT$0.08 is 27% lower than last year. Ex-date: 9th September 2025 Payment date: 9th October 2025 Dividend yield will be 0.3%, which is lower than the industry average of 3.7%.Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.29 (vs NT$0.66 in 1Q 2024)First quarter 2025 results: EPS: NT$0.29 (down from NT$0.66 in 1Q 2024). Revenue: NT$452.1m (up 33% from 1Q 2024). Net income: NT$75.5m (down 56% from 1Q 2024). Profit margin: 17% (down from 51% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.공고 • May 06Jean Co.,Ltd to Report Q1, 2025 Results on May 13, 2025Jean Co.,Ltd announced that they will report Q1, 2025 results on May 13, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$20.75, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 15x in the Auto Components industry in Taiwan. Total returns to shareholders of 70% over the past three years.공고 • Apr 01Jean Co.,Ltd Announces CFO Changes, Effective March 31, 2025Jean Co.,Ltd announced CFO changes. Type of personnel changed: financial officer, accounting officer and corporate governance officer. Date of occurrence of the change: March 31, 2025.Name, title, and resume of the previous position holder: Li, Kuang-Shih/Head of Finance. Name, title, and resume of the new position holder: Lin, Mei-Tsu/Financial Special Assistant of the General Manager's Office. Type of the change: Resignation. Reason for the change: Personal career planning. Effective date: March 31, 2025.Reported Earnings • Mar 12Full year 2024 earnings released: EPS: NT$1.20 (vs NT$1.63 in FY 2023)Full year 2024 results: EPS: NT$1.20 (down from NT$1.63 in FY 2023). Revenue: NT$1.09b (down 56% from FY 2023). Net income: NT$315.0m (down 26% from FY 2023). Profit margin: 29% (up from 17% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.공고 • Mar 04+ 1 more updateJean Co.,Ltd, Annual General Meeting, May 22, 2025Jean Co.,Ltd, Annual General Meeting, May 22, 2025. Location: 2 floor no,327, t`i ting ta tao, neihu district, taipei city Taiwan공고 • Feb 22Jean Co.,Ltd to Report Fiscal Year 2024 Results on Mar 03, 2025Jean Co.,Ltd announced that they will report fiscal year 2024 results on Mar 03, 2025New Risk • Dec 09New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 41% 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 Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Large one-off items impacting financial results.New Risk • Dec 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.2% 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: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (6.2% average weekly change).분석 기사 • Nov 22JeanLtd's (TWSE:2442) Earnings Are Of Questionable QualityDespite posting some strong earnings, the market for Jean Co.,Ltd's ( TWSE:2442 ) stock hasn't moved much. Our analysis...Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: NT$0.03 (vs NT$0.22 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.03 (down from NT$0.22 in 3Q 2023). Revenue: NT$137.0m (up 248% from 3Q 2023). Net income: NT$8.32m (down 86% from 3Q 2023). Profit margin: 6.1% (down from 147% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.공고 • Nov 07Jean Co.,Ltd to Report Q3, 2024 Results on Nov 14, 2024Jean Co.,Ltd announced that they will report Q3, 2024 results on Nov 14, 2024분석 기사 • Oct 15Little Excitement Around Jean Co.,Ltd's (TWSE:2442) Earnings As Shares Take 26% PoundingThe Jean Co.,Ltd ( TWSE:2442 ) share price has fared very poorly over the last month, falling by a substantial 26...Valuation Update With 7 Day Price Move • Sep 23Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$26.95, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 18x in the Auto Components industry in Taiwan. Total returns to shareholders of 151% over the past three years.New Risk • Sep 20New 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 7.7% 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 Risks Debt is not well covered by operating cash flow (3.6% operating cash flow to total debt). Earnings have declined by 2.2% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Large one-off items impacting financial results.New Risk • Sep 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 54% 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 Risks Debt is not well covered by operating cash flow (3.6% operating cash flow to total debt). Earnings have declined by 2.2% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.Upcoming Dividend • Aug 29Upcoming dividend of NT$0.11 per shareEligible shareholders must have bought the stock before 02 September 2024. Payment date: 04 October 2024. Payout ratio is a comfortable 5.3% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Taiwanese dividend payers (4.3%). Lower than average of industry peers (3.3%).Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.25 (vs NT$0.76 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.25 (down from NT$0.76 in 2Q 2023). Revenue: NT$119.8m (down 90% from 2Q 2023). Net income: NT$64.8m (down 67% from 2Q 2023). Profit margin: 54% (up from 16% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 55% per year, which means it is well ahead of earnings.Declared Dividend • Aug 15Dividend increased to NT$0.11Dividend of NT$0.11 is 119% higher than last year. Ex-date: 2nd September 2024 Payment date: 4th October 2024 Dividend yield will be 0.3%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 6%.공고 • Aug 01Jean Co.,Ltd to Report Q2, 2024 Results on Aug 13, 2024Jean Co.,Ltd announced that they will report Q2, 2024 results on Aug 13, 2024분석 기사 • Jul 29JeanLtd (TWSE:2442) Has A Somewhat Strained Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Jun 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% 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 Risks Debt is not well covered by operating cash flow (6.7% operating cash flow to total debt). Earnings have declined by 14% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Large one-off items impacting financial results.Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.67 (vs NT$0.28 loss in 1Q 2023)First quarter 2024 results: EPS: NT$0.67 (up from NT$0.28 loss in 1Q 2023). Revenue: NT$339.4m (up NT$311.4m from 1Q 2023). Net income: NT$171.6m (up NT$242.7m from 1Q 2023). Profit margin: 51% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 52% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$32.55, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 22x in the Auto Components industry in Taiwan. Total returns to shareholders of 258% over the past three years.공고 • May 08Jean Co.,Ltd to Report Q1, 2024 Results on May 14, 2024Jean Co.,Ltd announced that they will report Q1, 2024 results on May 14, 2024분석 기사 • Apr 23A Piece Of The Puzzle Missing From Jean Co.,Ltd's (TWSE:2442) Share PriceWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") above 23x, you may consider Jean...공고 • Mar 14+ 1 more updateJean Co.,Ltd, Annual General Meeting, May 29, 2024Jean Co.,Ltd, Annual General Meeting, May 29, 2024. Location: 1F., No. 327, Sec. 1 Tiding Blvd., Neihu Dist Taipei Taiwan Agenda: To consider 2023 Business Report; to consider Audit Report of 2023 Settlement Books and Statements by the Audit Committee; to consider Report of Directors and Employees Bonus Distribution for 2023; to consider Report on the reasons for the issuance of the first secured corporate bonds in 2023 and related matters; to ratify 2023 Business Report and Financial Statement; to Earning Distribution for 2023; to consider Issuance of New Shares for Transferring Earnings to Capital Increase; and to consider Issuance of New Restricted Employee Shares.분석 기사 • Mar 12JeanLtd's (TWSE:2442) Profits May Not Reveal Underlying IssuesJean Co.,Ltd's ( TWSE:2442 ) healthy profit numbers didn't contain any surprises for investors. We think this is due to...New Risk • Mar 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 17% Last year net profit margin: 26% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (9.4% operating cash flow to total debt). Earnings have declined by 25% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (17% net profit margin).Reported Earnings • Mar 06Full year 2023 earnings released: EPS: NT$1.67 (vs NT$0.55 in FY 2022)Full year 2023 results: EPS: NT$1.67 (up from NT$0.55 in FY 2022). Revenue: NT$2.50b (up 357% from FY 2022). Net income: NT$425.7m (up 202% from FY 2022). Profit margin: 17% (down from 26% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 43% per year, which means it is well ahead of earnings.New Risk • Feb 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 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 23% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Large one-off items impacting financial results.New Risk • Nov 28New 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 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 23% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results.New Risk • Nov 22New major risk - Revenue and earnings growthEarnings have declined by 23% 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 Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 23% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.공고 • Nov 15Jean Co.,Ltd Appoints Chu, Kung-Sheng as Member of the Company's Remuneration CommitteeJean Co.,Ltd Appointed Chu, Kung-Sheng as member of the company's remuneration committee. Name of the new position holder: Chu, Kung-Sheng. Resume of the new position holder: Symtake Chemical Co. Ltd.\ General Manager. Reason for the change: New appointment. Effective date of the new member: November 14, 2023~May 30, 2026.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$22.30, the stock trades at a trailing P/E ratio of 34.1x. Average trailing P/E is 17x in the Auto Components industry in Taiwan. Total returns to shareholders of 138% over the past three years.공고 • Sep 06Jean Co.,Ltd Announces Resignation of Members of Remuneration CommitteeJean Co.,Ltd announced Resignation of Members of Remuneration Committee. Name of the previous position holder: Hsu, Chih-Ming. Resume of the previous position holder: EGANG Co. Ltd. \ General Manager.Upcoming Dividend • Aug 21Upcoming dividend of NT$0.05 per share at 0.3% yieldEligible shareholders must have bought the stock before 28 August 2023. Payment date: 02 October 2023. Payout ratio is a comfortable 7.6% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (3.3%).Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: NT$0.77 (vs NT$0.29 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.77 (up from NT$0.29 in 2Q 2022). Revenue: NT$1.22b (up 168% from 2Q 2022). Net income: NT$194.8m (up 168% from 2Q 2022). Profit margin: 16% (in line with 2Q 2022). 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 27% per year, which means it is tracking significantly ahead of earnings growth.공고 • Aug 09Jean Co.,Ltd Announces Cash Dividend, Payable on October 2, 2023Jean Co.,Ltd announced cash dividend of TWD 0.05019612 per share, totaling TWD 12,665,600. Ex-rights (ex-dividend) trading date is August 28, 2023. Ex-rights (ex-dividend) record date is September 3, 2023. Payment date of cash dividend distribution is October 2, 2023.New Risk • Jul 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.4% Last year net profit margin: 35% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.4% net profit margin).Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$18.25, the stock trades at a trailing P/E ratio of 32.8x. Average trailing P/E is 19x in the Auto Components industry in Taiwan. Total returns to shareholders of 159% over the past three years.Reported Earnings • Mar 06Full year 2022 earnings released: EPS: NT$0.56 (vs NT$1.89 in FY 2021)Full year 2022 results: EPS: NT$0.56 (down from NT$1.89 in FY 2021). Revenue: NT$547.5m (down 64% from FY 2021). Net income: NT$140.9m (down 71% from FY 2021). Profit margin: 26% (down from 31% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.공고 • Jan 11Jean Co.,Ltd Announces Financial Officer ChangesJean Co.,Ltd announced appointment of Li, Kuang-Shih/Special assistant as financial officer in place of Chi, Ron-Tsun/President. Effective date is January 10, 2023.Reported Earnings • Nov 16Third quarter 2022 earnings released: NT$0.12 loss per share (vs NT$0.15 profit in 3Q 2021)Third quarter 2022 results: NT$0.12 loss per share (down from NT$0.15 profit in 3Q 2021). Revenue: NT$29.8m (down 75% from 3Q 2021). Net loss: NT$29.0m (down 177% from profit in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.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. 5 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Kung-Sheng Chu was the last independent director to join the board, commencing their role in 2019. 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 13Third quarter 2022 earnings released: NT$0.12 loss per share (vs NT$0.15 profit in 3Q 2021)Third quarter 2022 results: NT$0.12 loss per share (down from NT$0.15 profit in 3Q 2021). Revenue: NT$29.8m (down 75% from 3Q 2021). Net loss: NT$29.0m (down 177% from profit in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공고 • Nov 10Jean Co.,Ltd (TWSE:2442) agreed to acquire 99.81% of Southeast Asia Entertainment Co., Ltd. for TWD 880 million.Jean Co.,Ltd (TWSE:2442) agreed to acquire 99.81% of Southeast Asia Entertainment Co., Ltd. for TWD 880 million on November 8, 2022. The transaction was approved by Jean Co.,Ltd (TWSE:2442) board of directors.Upcoming Dividend • Aug 22Upcoming dividend of NT$0.20 per shareEligible shareholders must have bought the stock before 29 August 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Taiwanese dividend payers (6.4%). Lower than average of industry peers (2.7%).Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: NT$0.30 (vs NT$1.36 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.30 (down from NT$1.36 in 2Q 2021). Revenue: NT$454.9m (down 51% from 2Q 2021). Net income: NT$72.8m (down 78% from 2Q 2021). Profit margin: 16% (down from 36% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.공고 • Aug 10Jean Co.,Ltd Announces Cash Dividend, Payable on September 30, 2022Jean Co.,Ltd announced that the cash dividend of TWD 0.20436979 per share, totaling TWD 48,927,112. Ex-rights (ex-dividend) trading date is August 29, 2022. .Ex-rights (ex-dividend) record date is September 4, 2022. The company's surplus capital increase and cash dividends are planned to be distributed by the company's stock agency on September 30, 2022.Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$0.10 (vs NT$0.14 in 1Q 2021)First quarter 2022 results: EPS: NT$0.10 (down from NT$0.14 in 1Q 2021). Revenue: NT$30.9m (down 86% from 1Q 2021). Net income: NT$24.3m (down 30% from 1Q 2021). Profit margin: 79% (up from 16% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.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. 5 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Kung-Sheng Chu was the last independent director to join the board, commencing their role in 2019. 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 • Apr 03Full year 2021 earnings released: EPS: NT$1.99 (vs NT$0.66 in FY 2020)Full year 2021 results: EPS: NT$1.99 (up from NT$0.66 in FY 2020). Revenue: NT$1.53b (down 71% from FY 2020). Net income: NT$480.0m (up 212% from FY 2020). Profit margin: 31% (up from 2.9% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has remained flat, which means it is well ahead of earnings.공고 • Apr 01Jean Co.,Ltd Declares Dividend for the Fiscal Year Ended December 31, 2021Jean Co.,Ltd declared dividend of TWD 0.2 per share for the fiscal year ended December 31, 2021. Per value of common stock TWD 10.0.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$0.16 (vs NT$0.29 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2021 results: Revenue: NT$117.8m (down 92% from 3Q 2020). Net income: NT$37.9m (down 45% from 3Q 2020). Profit margin: 32% (up from 4.6% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Nov 01Upcoming dividend of NT$0.10 per shareEligible shareholders must have bought the stock before 08 November 2021. Payment date: 10 December 2021. Trailing yield: 0.8%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (2.6%).Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$1.38 (vs NT$0.17 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: NT$921.9m (down 4.3% from 2Q 2020). Net income: NT$327.9m (up NT$288.3m from 2Q 2020). Profit margin: 36% (up from 4.1% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$0.15 (vs NT$0.64 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: NT$219.0m (down 74% from 1Q 2020). Net income: NT$34.7m (up NT$186.3m from 1Q 2020). Profit margin: 16% (up from net loss in 1Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$12.25, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 29x in the Auto Components industry in Taiwan. Total returns to shareholders of 76% over the past three years.분석 기사 • Mar 29JeanLtd's (TPE:2442) Returns On Capital Not Reflecting Well On The BusinessIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...공고 • Mar 11Jean Co.,Ltd, Annual General Meeting, May 25, 2021Jean Co.,Ltd, Annual General Meeting, May 25, 2021.분석 기사 • Mar 03Is Jean Co.,Ltd's (TPE:2442) ROE Of 3.1% Concerning?One of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...Reported Earnings • Mar 03Full year 2020 earnings released: EPS NT$0.60 (vs NT$0.79 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: NT$5.31b (up 7.5% from FY 2019). Net income: NT$153.8m (down 17% from FY 2019). Profit margin: 2.9% (down from 3.8% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Jan 28New 90-day low: NT$9.43The company is down 16% from its price of NT$11.22 on 30 October 2020. The Taiwanese market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 17% over the same period.Is New 90 Day High Low • Jan 12New 90-day low: NT$10.50The company is down 8.0% from its price of NT$11.45 on 14 October 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 19% over the same period.분석 기사 • Jan 11JeanLtd (TPE:2442) Has Gifted Shareholders With A Fantastic 103% Total Return On Their InvestmentIf you buy and hold a stock for many years, you'd hope to be making a profit. Furthermore, you'd generally like to see...분석 기사 • Nov 19The Returns At JeanLtd (TPE:2442) Provide Us With Signs Of What's To ComeIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.30The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$1.50b (up 41% from 3Q 2019). Net income: NT$68.9m (up NT$102.9m from 3Q 2019). Profit margin: 4.6% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year.주주 수익률2442TW Real EstateTW 시장7D2.1%-1.4%4.0%1Y-24.8%-11.6%84.6%전체 주주 수익률 보기수익률 대 산업: 2442은 지난 1년 동안 -11.6%의 수익을 기록한 TW Real Estate 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 2442은 지난 1년 동안 84.6%를 기록한 TW 시장보다 저조한 성과를 냈습니다.주가 변동성Is 2442's price volatile compared to industry and market?2442 volatility2442 Average Weekly Movement2.6%Real Estate Industry Average Movement4.1%Market Average Movement6.5%10% most volatile stocks in TW Market12.1%10% least volatile stocks in TW Market2.7%안정적인 주가: 2442는 지난 3개월 동안 TW 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 2442의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1986n/aRon-Tsun Chiwww.jean.com.twJean Co.,Ltd는 대만에서 건설 및 개발 사업에 종사하고 있습니다. 이 회사는 네 가지 부문으로 운영됩니다: 부동산, 금융 상품 및 투자, 건설 개발, 정보 서비스입니다. 이 회사는 아파트 및 건물 관리, 정보 기술 서비스를 제공합니다.더 보기Jean Co.,Ltd 기초 지표 요약JeanLtd의 순이익과 매출은 시가총액과 어떻게 비교됩니까?2442 기초 통계시가총액NT$6.34b순이익 (TTM)NT$1.71b매출 (TTM)NT$13.47b3.7x주가수익비율(P/E)0.5x주가매출비율(P/S)2442는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표2442 손익계산서 (TTM)매출NT$13.47b매출원가NT$9.06b총이익NT$4.41b기타 비용NT$2.70b순이익NT$1.71b최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)5.25총이익률32.72%순이익률12.66%부채/자본 비율141.4%2442의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당0.4%현재 배당 수익률8%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/11 03:56종가2026/08/11 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Jean Co.,Ltd는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
New Risk • Jun 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 22% 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 High level of debt (79% net debt to equity). Profit margins are more than 30% lower than last year (13% net profit margin). Shareholders have been diluted in the past year (22% increase in shares outstanding).
Reported Earnings • May 20First quarter 2026 earnings released: EPS: NT$1.14 (vs NT$0.28 in 1Q 2025)First quarter 2026 results: EPS: NT$1.14 (up from NT$0.28 in 1Q 2025). Revenue: NT$3.19b (up NT$2.74b from 1Q 2025). Net income: NT$363.6m (up 381% from 1Q 2025). Profit margin: 11% (down from 17% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$5.24 (vs NT$1.19 in FY 2024)Full year 2025 results: EPS: NT$5.24 (up from NT$1.19 in FY 2024). Revenue: NT$10.7b (up NT$9.64b from FY 2024). Net income: NT$1.42b (up 350% from FY 2024). Profit margin: 13% (down from 29% 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 46% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
공고 • Mar 13Jean Co.,Ltd, Annual General Meeting, May 29, 2026Jean Co.,Ltd, Annual General Meeting, May 29, 2026. Location: 7 floor no,2, jui kuang rd., neihu district, taipei city Taiwan
Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$0.12 (vs NT$0.031 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.12 (up from NT$0.031 in 3Q 2024). Revenue: NT$93.9m (down 31% from 3Q 2024). Net income: NT$32.4m (up 290% from 3Q 2024). Profit margin: 35% (up from 6.1% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 02Upcoming dividend of NT$0.079 per shareEligible shareholders must have bought the stock before 09 September 2025. Payment date: 09 October 2025. Payout ratio is a comfortable 9.5% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (4.9%).
New Risk • Jun 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 22% 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 High level of debt (79% net debt to equity). Profit margins are more than 30% lower than last year (13% net profit margin). Shareholders have been diluted in the past year (22% increase in shares outstanding).
Reported Earnings • May 20First quarter 2026 earnings released: EPS: NT$1.14 (vs NT$0.28 in 1Q 2025)First quarter 2026 results: EPS: NT$1.14 (up from NT$0.28 in 1Q 2025). Revenue: NT$3.19b (up NT$2.74b from 1Q 2025). Net income: NT$363.6m (up 381% from 1Q 2025). Profit margin: 11% (down from 17% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$5.24 (vs NT$1.19 in FY 2024)Full year 2025 results: EPS: NT$5.24 (up from NT$1.19 in FY 2024). Revenue: NT$10.7b (up NT$9.64b from FY 2024). Net income: NT$1.42b (up 350% from FY 2024). Profit margin: 13% (down from 29% 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 46% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
공고 • Mar 13Jean Co.,Ltd, Annual General Meeting, May 29, 2026Jean Co.,Ltd, Annual General Meeting, May 29, 2026. Location: 7 floor no,2, jui kuang rd., neihu district, taipei city Taiwan
Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$0.12 (vs NT$0.031 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.12 (up from NT$0.031 in 3Q 2024). Revenue: NT$93.9m (down 31% from 3Q 2024). Net income: NT$32.4m (up 290% from 3Q 2024). Profit margin: 35% (up from 6.1% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 02Upcoming dividend of NT$0.079 per shareEligible shareholders must have bought the stock before 09 September 2025. Payment date: 09 October 2025. Payout ratio is a comfortable 9.5% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (4.9%).
New Risk • Aug 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 16% Last year net profit margin: 31% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (44% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (16% net profit margin).
Declared Dividend • Aug 14Dividend reduced to NT$0.08Dividend of NT$0.08 is 27% lower than last year. Ex-date: 9th September 2025 Payment date: 9th October 2025 Dividend yield will be 0.3%, which is lower than the industry average of 3.7%.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.29 (vs NT$0.66 in 1Q 2024)First quarter 2025 results: EPS: NT$0.29 (down from NT$0.66 in 1Q 2024). Revenue: NT$452.1m (up 33% from 1Q 2024). Net income: NT$75.5m (down 56% from 1Q 2024). Profit margin: 17% (down from 51% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
공고 • May 06Jean Co.,Ltd to Report Q1, 2025 Results on May 13, 2025Jean Co.,Ltd announced that they will report Q1, 2025 results on May 13, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$20.75, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 15x in the Auto Components industry in Taiwan. Total returns to shareholders of 70% over the past three years.
공고 • Apr 01Jean Co.,Ltd Announces CFO Changes, Effective March 31, 2025Jean Co.,Ltd announced CFO changes. Type of personnel changed: financial officer, accounting officer and corporate governance officer. Date of occurrence of the change: March 31, 2025.Name, title, and resume of the previous position holder: Li, Kuang-Shih/Head of Finance. Name, title, and resume of the new position holder: Lin, Mei-Tsu/Financial Special Assistant of the General Manager's Office. Type of the change: Resignation. Reason for the change: Personal career planning. Effective date: March 31, 2025.
Reported Earnings • Mar 12Full year 2024 earnings released: EPS: NT$1.20 (vs NT$1.63 in FY 2023)Full year 2024 results: EPS: NT$1.20 (down from NT$1.63 in FY 2023). Revenue: NT$1.09b (down 56% from FY 2023). Net income: NT$315.0m (down 26% from FY 2023). Profit margin: 29% (up from 17% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Mar 04+ 1 more updateJean Co.,Ltd, Annual General Meeting, May 22, 2025Jean Co.,Ltd, Annual General Meeting, May 22, 2025. Location: 2 floor no,327, t`i ting ta tao, neihu district, taipei city Taiwan
공고 • Feb 22Jean Co.,Ltd to Report Fiscal Year 2024 Results on Mar 03, 2025Jean Co.,Ltd announced that they will report fiscal year 2024 results on Mar 03, 2025
New Risk • Dec 09New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 41% 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 Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Large one-off items impacting financial results.
New Risk • Dec 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.2% 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: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (6.2% average weekly change).
분석 기사 • Nov 22JeanLtd's (TWSE:2442) Earnings Are Of Questionable QualityDespite posting some strong earnings, the market for Jean Co.,Ltd's ( TWSE:2442 ) stock hasn't moved much. Our analysis...
Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: NT$0.03 (vs NT$0.22 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.03 (down from NT$0.22 in 3Q 2023). Revenue: NT$137.0m (up 248% from 3Q 2023). Net income: NT$8.32m (down 86% from 3Q 2023). Profit margin: 6.1% (down from 147% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Nov 07Jean Co.,Ltd to Report Q3, 2024 Results on Nov 14, 2024Jean Co.,Ltd announced that they will report Q3, 2024 results on Nov 14, 2024
분석 기사 • Oct 15Little Excitement Around Jean Co.,Ltd's (TWSE:2442) Earnings As Shares Take 26% PoundingThe Jean Co.,Ltd ( TWSE:2442 ) share price has fared very poorly over the last month, falling by a substantial 26...
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$26.95, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 18x in the Auto Components industry in Taiwan. Total returns to shareholders of 151% over the past three years.
New Risk • Sep 20New 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 7.7% 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 Risks Debt is not well covered by operating cash flow (3.6% operating cash flow to total debt). Earnings have declined by 2.2% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Large one-off items impacting financial results.
New Risk • Sep 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 54% 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 Risks Debt is not well covered by operating cash flow (3.6% operating cash flow to total debt). Earnings have declined by 2.2% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.
Upcoming Dividend • Aug 29Upcoming dividend of NT$0.11 per shareEligible shareholders must have bought the stock before 02 September 2024. Payment date: 04 October 2024. Payout ratio is a comfortable 5.3% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Taiwanese dividend payers (4.3%). Lower than average of industry peers (3.3%).
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.25 (vs NT$0.76 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.25 (down from NT$0.76 in 2Q 2023). Revenue: NT$119.8m (down 90% from 2Q 2023). Net income: NT$64.8m (down 67% from 2Q 2023). Profit margin: 54% (up from 16% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 55% per year, which means it is well ahead of earnings.
Declared Dividend • Aug 15Dividend increased to NT$0.11Dividend of NT$0.11 is 119% higher than last year. Ex-date: 2nd September 2024 Payment date: 4th October 2024 Dividend yield will be 0.3%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 6%.
공고 • Aug 01Jean Co.,Ltd to Report Q2, 2024 Results on Aug 13, 2024Jean Co.,Ltd announced that they will report Q2, 2024 results on Aug 13, 2024
분석 기사 • Jul 29JeanLtd (TWSE:2442) Has A Somewhat Strained Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Jun 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% 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 Risks Debt is not well covered by operating cash flow (6.7% operating cash flow to total debt). Earnings have declined by 14% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Large one-off items impacting financial results.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.67 (vs NT$0.28 loss in 1Q 2023)First quarter 2024 results: EPS: NT$0.67 (up from NT$0.28 loss in 1Q 2023). Revenue: NT$339.4m (up NT$311.4m from 1Q 2023). Net income: NT$171.6m (up NT$242.7m from 1Q 2023). Profit margin: 51% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 52% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$32.55, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 22x in the Auto Components industry in Taiwan. Total returns to shareholders of 258% over the past three years.
공고 • May 08Jean Co.,Ltd to Report Q1, 2024 Results on May 14, 2024Jean Co.,Ltd announced that they will report Q1, 2024 results on May 14, 2024
분석 기사 • Apr 23A Piece Of The Puzzle Missing From Jean Co.,Ltd's (TWSE:2442) Share PriceWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") above 23x, you may consider Jean...
공고 • Mar 14+ 1 more updateJean Co.,Ltd, Annual General Meeting, May 29, 2024Jean Co.,Ltd, Annual General Meeting, May 29, 2024. Location: 1F., No. 327, Sec. 1 Tiding Blvd., Neihu Dist Taipei Taiwan Agenda: To consider 2023 Business Report; to consider Audit Report of 2023 Settlement Books and Statements by the Audit Committee; to consider Report of Directors and Employees Bonus Distribution for 2023; to consider Report on the reasons for the issuance of the first secured corporate bonds in 2023 and related matters; to ratify 2023 Business Report and Financial Statement; to Earning Distribution for 2023; to consider Issuance of New Shares for Transferring Earnings to Capital Increase; and to consider Issuance of New Restricted Employee Shares.
분석 기사 • Mar 12JeanLtd's (TWSE:2442) Profits May Not Reveal Underlying IssuesJean Co.,Ltd's ( TWSE:2442 ) healthy profit numbers didn't contain any surprises for investors. We think this is due to...
New Risk • Mar 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 17% Last year net profit margin: 26% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (9.4% operating cash flow to total debt). Earnings have declined by 25% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (17% net profit margin).
Reported Earnings • Mar 06Full year 2023 earnings released: EPS: NT$1.67 (vs NT$0.55 in FY 2022)Full year 2023 results: EPS: NT$1.67 (up from NT$0.55 in FY 2022). Revenue: NT$2.50b (up 357% from FY 2022). Net income: NT$425.7m (up 202% from FY 2022). Profit margin: 17% (down from 26% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 43% per year, which means it is well ahead of earnings.
New Risk • Feb 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 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 23% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Large one-off items impacting financial results.
New Risk • Nov 28New 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 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 23% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results.
New Risk • Nov 22New major risk - Revenue and earnings growthEarnings have declined by 23% 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 Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 23% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.
공고 • Nov 15Jean Co.,Ltd Appoints Chu, Kung-Sheng as Member of the Company's Remuneration CommitteeJean Co.,Ltd Appointed Chu, Kung-Sheng as member of the company's remuneration committee. Name of the new position holder: Chu, Kung-Sheng. Resume of the new position holder: Symtake Chemical Co. Ltd.\ General Manager. Reason for the change: New appointment. Effective date of the new member: November 14, 2023~May 30, 2026.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$22.30, the stock trades at a trailing P/E ratio of 34.1x. Average trailing P/E is 17x in the Auto Components industry in Taiwan. Total returns to shareholders of 138% over the past three years.
공고 • Sep 06Jean Co.,Ltd Announces Resignation of Members of Remuneration CommitteeJean Co.,Ltd announced Resignation of Members of Remuneration Committee. Name of the previous position holder: Hsu, Chih-Ming. Resume of the previous position holder: EGANG Co. Ltd. \ General Manager.
Upcoming Dividend • Aug 21Upcoming dividend of NT$0.05 per share at 0.3% yieldEligible shareholders must have bought the stock before 28 August 2023. Payment date: 02 October 2023. Payout ratio is a comfortable 7.6% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (3.3%).
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: NT$0.77 (vs NT$0.29 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.77 (up from NT$0.29 in 2Q 2022). Revenue: NT$1.22b (up 168% from 2Q 2022). Net income: NT$194.8m (up 168% from 2Q 2022). Profit margin: 16% (in line with 2Q 2022). 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 27% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Aug 09Jean Co.,Ltd Announces Cash Dividend, Payable on October 2, 2023Jean Co.,Ltd announced cash dividend of TWD 0.05019612 per share, totaling TWD 12,665,600. Ex-rights (ex-dividend) trading date is August 28, 2023. Ex-rights (ex-dividend) record date is September 3, 2023. Payment date of cash dividend distribution is October 2, 2023.
New Risk • Jul 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.4% Last year net profit margin: 35% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.4% net profit margin).
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$18.25, the stock trades at a trailing P/E ratio of 32.8x. Average trailing P/E is 19x in the Auto Components industry in Taiwan. Total returns to shareholders of 159% over the past three years.
Reported Earnings • Mar 06Full year 2022 earnings released: EPS: NT$0.56 (vs NT$1.89 in FY 2021)Full year 2022 results: EPS: NT$0.56 (down from NT$1.89 in FY 2021). Revenue: NT$547.5m (down 64% from FY 2021). Net income: NT$140.9m (down 71% from FY 2021). Profit margin: 26% (down from 31% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
공고 • Jan 11Jean Co.,Ltd Announces Financial Officer ChangesJean Co.,Ltd announced appointment of Li, Kuang-Shih/Special assistant as financial officer in place of Chi, Ron-Tsun/President. Effective date is January 10, 2023.
Reported Earnings • Nov 16Third quarter 2022 earnings released: NT$0.12 loss per share (vs NT$0.15 profit in 3Q 2021)Third quarter 2022 results: NT$0.12 loss per share (down from NT$0.15 profit in 3Q 2021). Revenue: NT$29.8m (down 75% from 3Q 2021). Net loss: NT$29.0m (down 177% from profit in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
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. 5 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Kung-Sheng Chu was the last independent director to join the board, commencing their role in 2019. 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 13Third quarter 2022 earnings released: NT$0.12 loss per share (vs NT$0.15 profit in 3Q 2021)Third quarter 2022 results: NT$0.12 loss per share (down from NT$0.15 profit in 3Q 2021). Revenue: NT$29.8m (down 75% from 3Q 2021). Net loss: NT$29.0m (down 177% from profit in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공고 • Nov 10Jean Co.,Ltd (TWSE:2442) agreed to acquire 99.81% of Southeast Asia Entertainment Co., Ltd. for TWD 880 million.Jean Co.,Ltd (TWSE:2442) agreed to acquire 99.81% of Southeast Asia Entertainment Co., Ltd. for TWD 880 million on November 8, 2022. The transaction was approved by Jean Co.,Ltd (TWSE:2442) board of directors.
Upcoming Dividend • Aug 22Upcoming dividend of NT$0.20 per shareEligible shareholders must have bought the stock before 29 August 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Taiwanese dividend payers (6.4%). Lower than average of industry peers (2.7%).
Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: NT$0.30 (vs NT$1.36 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.30 (down from NT$1.36 in 2Q 2021). Revenue: NT$454.9m (down 51% from 2Q 2021). Net income: NT$72.8m (down 78% from 2Q 2021). Profit margin: 16% (down from 36% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
공고 • Aug 10Jean Co.,Ltd Announces Cash Dividend, Payable on September 30, 2022Jean Co.,Ltd announced that the cash dividend of TWD 0.20436979 per share, totaling TWD 48,927,112. Ex-rights (ex-dividend) trading date is August 29, 2022. .Ex-rights (ex-dividend) record date is September 4, 2022. The company's surplus capital increase and cash dividends are planned to be distributed by the company's stock agency on September 30, 2022.
Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$0.10 (vs NT$0.14 in 1Q 2021)First quarter 2022 results: EPS: NT$0.10 (down from NT$0.14 in 1Q 2021). Revenue: NT$30.9m (down 86% from 1Q 2021). Net income: NT$24.3m (down 30% from 1Q 2021). Profit margin: 79% (up from 16% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
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. 5 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Kung-Sheng Chu was the last independent director to join the board, commencing their role in 2019. 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 • Apr 03Full year 2021 earnings released: EPS: NT$1.99 (vs NT$0.66 in FY 2020)Full year 2021 results: EPS: NT$1.99 (up from NT$0.66 in FY 2020). Revenue: NT$1.53b (down 71% from FY 2020). Net income: NT$480.0m (up 212% from FY 2020). Profit margin: 31% (up from 2.9% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
공고 • Apr 01Jean Co.,Ltd Declares Dividend for the Fiscal Year Ended December 31, 2021Jean Co.,Ltd declared dividend of TWD 0.2 per share for the fiscal year ended December 31, 2021. Per value of common stock TWD 10.0.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$0.16 (vs NT$0.29 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2021 results: Revenue: NT$117.8m (down 92% from 3Q 2020). Net income: NT$37.9m (down 45% from 3Q 2020). Profit margin: 32% (up from 4.6% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Nov 01Upcoming dividend of NT$0.10 per shareEligible shareholders must have bought the stock before 08 November 2021. Payment date: 10 December 2021. Trailing yield: 0.8%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (2.6%).
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$1.38 (vs NT$0.17 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: NT$921.9m (down 4.3% from 2Q 2020). Net income: NT$327.9m (up NT$288.3m from 2Q 2020). Profit margin: 36% (up from 4.1% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$0.15 (vs NT$0.64 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: NT$219.0m (down 74% from 1Q 2020). Net income: NT$34.7m (up NT$186.3m from 1Q 2020). Profit margin: 16% (up from net loss in 1Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$12.25, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 29x in the Auto Components industry in Taiwan. Total returns to shareholders of 76% over the past three years.
분석 기사 • Mar 29JeanLtd's (TPE:2442) Returns On Capital Not Reflecting Well On The BusinessIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
공고 • Mar 11Jean Co.,Ltd, Annual General Meeting, May 25, 2021Jean Co.,Ltd, Annual General Meeting, May 25, 2021.
분석 기사 • Mar 03Is Jean Co.,Ltd's (TPE:2442) ROE Of 3.1% Concerning?One of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...
Reported Earnings • Mar 03Full year 2020 earnings released: EPS NT$0.60 (vs NT$0.79 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: NT$5.31b (up 7.5% from FY 2019). Net income: NT$153.8m (down 17% from FY 2019). Profit margin: 2.9% (down from 3.8% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Jan 28New 90-day low: NT$9.43The company is down 16% from its price of NT$11.22 on 30 October 2020. The Taiwanese market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 17% over the same period.
Is New 90 Day High Low • Jan 12New 90-day low: NT$10.50The company is down 8.0% from its price of NT$11.45 on 14 October 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 19% over the same period.
분석 기사 • Jan 11JeanLtd (TPE:2442) Has Gifted Shareholders With A Fantastic 103% Total Return On Their InvestmentIf you buy and hold a stock for many years, you'd hope to be making a profit. Furthermore, you'd generally like to see...
분석 기사 • Nov 19The Returns At JeanLtd (TPE:2442) Provide Us With Signs Of What's To ComeIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.30The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$1.50b (up 41% from 3Q 2019). Net income: NT$68.9m (up NT$102.9m from 3Q 2019). Profit margin: 4.6% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year.
