View ValuationLongwell 향후 성장Future 기준 점검 1/6Longwell은 연간 수입과 매출이 각각 17.7%와 11.8% 증가할 것으로 예상되고 EPS는 연간 15.9%만큼 증가할 것으로 예상됩니다.핵심 정보17.7%이익 성장률15.95%EPS 성장률Electrical 이익 성장33.1%매출 성장률11.8%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트29 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to NT$232, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Electrical industry in Taiwan. Total returns to shareholders of 313% over the past three years.Upcoming Dividend • Jul 16Upcoming dividend of NT$6.19 per shareEligible shareholders must have bought the stock before 23 July 2026. Payment date: 19 August 2026. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Taiwanese dividend payers (5.0%). In line with average of industry peers (2.6%).Declared Dividend • Jun 27Dividend increased to NT$6.20Dividend of NT$6.20 is 24% higher than last year. Ex-date: 23rd July 2026 Payment date: 19th August 2026 Dividend yield will be 2.1%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (130% cash payout ratio). 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 8.6% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$302, the stock trades at a trailing P/E ratio of 35x. Average trailing P/E is 25x in the Electrical industry in Taiwan. Total returns to shareholders of 478% over the past three years.Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$332, the stock trades at a trailing P/E ratio of 38.5x. Average trailing P/E is 24x in the Electrical industry in Taiwan. Total returns to shareholders of 560% over the past three years.Reported Earnings • May 09First quarter 2026 earnings released: EPS: NT$2.00 (vs NT$2.57 in 1Q 2025)First quarter 2026 results: EPS: NT$2.00. Revenue: NT$2.61b (up 12% from 1Q 2025). Net income: NT$453.2m (up 11% from 1Q 2025). Profit margin: 17% (in line with 1Q 2025).Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 35%After last week's 35% share price gain to NT$317, the stock trades at a trailing P/E ratio of 38x. Average trailing P/E is 28x in the Electrical industry in Taiwan. Total returns to shareholders of 484% over the past three years.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$221, the stock trades at a trailing P/E ratio of 26.5x. Average trailing P/E is 27x in the Electrical industry in Taiwan. Total returns to shareholders of 253% over the past three years.Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$8.73 (vs NT$6.41 in FY 2024)Full year 2025 results: EPS: NT$8.73 (up from NT$6.41 in FY 2024). Revenue: NT$10.2b (up 26% from FY 2024). Net income: NT$1.41b (up 39% from FY 2024). Profit margin: 14% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.공고 • Mar 10Longwell Company, Annual General Meeting, May 25, 2026Longwell Company, Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 5 floor no,2, sec.3 pa to rd., songshan district, taipei city TaiwanValuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$227, the stock trades at a trailing P/E ratio of 27.8x. Average trailing P/E is 25x in the Electrical industry in Taiwan. Total returns to shareholders of 249% over the past three years.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$187, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 24x in the Electrical industry in Taiwan. Total returns to shareholders of 230% over the past three years.Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$2.57 (vs NT$0.75 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.57 (up from NT$0.75 in 3Q 2024). Revenue: NT$2.53b (up 18% from 3Q 2024). Net income: NT$411.2m (up 247% from 3Q 2024). Profit margin: 16% (up from 5.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$179, the stock trades at a trailing P/E ratio of 27.7x. Average trailing P/E is 28x in the Electrical industry in Taiwan. Total returns to shareholders of 284% over the past three years.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$1.06 (vs NT$1.86 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.06 (down from NT$1.86 in 2Q 2024). Revenue: NT$2.61b (up 36% from 2Q 2024). Net income: NT$168.3m (down 43% from 2Q 2024). Profit margin: 6.4% (down from 15% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 17Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 24 July 2025. Payment date: 20 August 2025. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 4.8%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.7%).New Risk • Jul 11New 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 6.7% 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 Risk High level of non-cash earnings (29% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.7% average weekly change).Declared Dividend • Jun 28Dividend of NT$5.00 announcedShareholders will receive a dividend of NT$5.00. Ex-date: 24th July 2025 Payment date: 20th August 2025 Dividend yield will be 5.3%, which is higher than the industry average of 3.1%. 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 13% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • May 12Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 5.8% to NT$93.20. The fair value is estimated to be NT$74.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 21%.Reported Earnings • May 10First quarter 2025 earnings released: EPS: NT$2.56 (vs NT$1.70 in 1Q 2024)First quarter 2025 results: EPS: NT$2.56 (up from NT$1.70 in 1Q 2024). Revenue: NT$2.34b (up 35% from 1Q 2024). Net income: NT$407.6m (up 54% from 1Q 2024). Profit margin: 17% (up from 15% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 20% per year.공고 • May 01Longwell Company to Report Q1, 2025 Results on May 09, 2025Longwell Company announced that they will report Q1, 2025 results on May 09, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$68.10, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 17x in the Electrical industry in Taiwan. Total returns to shareholders of 53% over the past three years.Buy Or Sell Opportunity • Mar 26Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to NT$89.90. The fair value is estimated to be NT$73.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 21%.공고 • Mar 14Longwell Company, Annual General Meeting, May 28, 2025Longwell Company, Annual General Meeting, May 28, 2025, at 09:00 Taipei Standard Time. Location: 5 floor no,2, sec.3 pa to rd., songshan district, taipei city TaiwanReported Earnings • Mar 14Full year 2024 earnings released: EPS: NT$6.41 (vs NT$4.17 in FY 2023)Full year 2024 results: EPS: NT$6.41 (up from NT$4.17 in FY 2023). Revenue: NT$8.04b (up 9.2% from FY 2023). Net income: NT$1.01b (up 59% from FY 2023). Profit margin: 13% (up from 8.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year.공고 • Mar 11Longwell Company announced that it expects to receive TWD 800 million in fundingLongwell Company announced a private placemen to issue Zero Coupon Series 10 Unsecured Convertible Bond for gross proceeds of TWD 800,000,000 on March 10, 2025. The transaction has been approved by shareholders of company. The bonds bears zero coupon rate, matures after 3 years.공고 • Mar 01Longwell Company to Report Q4, 2024 Results on Mar 10, 2025Longwell Company announced that they will report Q4, 2024 results on Mar 10, 2025Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: NT$0.75 (vs NT$2.64 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.75 (down from NT$2.64 in 3Q 2023). Revenue: NT$2.15b (up 7.3% from 3Q 2023). Net income: NT$118.6m (down 71% from 3Q 2023). Profit margin: 5.5% (down from 20% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.New Risk • Aug 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.9% 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 (2.9% increase in shares outstanding).Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$1.86 (vs NT$0.76 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.86 (up from NT$0.76 in 2Q 2023). Revenue: NT$1.92b (up 7.4% from 2Q 2023). Net income: NT$294.8m (up 152% from 2Q 2023). Profit margin: 15% (up from 6.6% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year.공고 • Aug 02Longwell Company to Report Q2, 2024 Results on Aug 09, 2024Longwell Company announced that they will report Q2, 2024 results on Aug 09, 2024Board Change • Aug 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Director Yu-Mi Huang was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Upcoming Dividend • Jul 17Upcoming dividend of NT$2.97 per shareEligible shareholders must have bought the stock before 24 July 2024. Payment date: 21 August 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.2%).Declared Dividend • Jun 28Dividend increased to NT$3.00Dividend of NT$3.00 is 42% higher than last year. Ex-date: 24th July 2024 Payment date: 21st August 2024 Dividend yield will be 3.4%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 7.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$1.70 (vs NT$0.49 in 1Q 2023)First quarter 2024 results: EPS: NT$1.70 (up from NT$0.49 in 1Q 2023). Revenue: NT$1.74b (up 9.4% from 1Q 2023). Net income: NT$264.3m (up 264% from 1Q 2023). Profit margin: 15% (up from 4.6% in 1Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 10% per year.공고 • Apr 28Longwell Company to Report Q1, 2024 Results on May 06, 2024Longwell Company announced that they will report Q1, 2024 results on May 06, 2024New Risk • Apr 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.4% average weekly change). 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 (5.8% increase in shares outstanding).Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$106, the stock trades at a trailing P/E ratio of 25.6x. Average trailing P/E is 25x in the Electrical industry in Taiwan. Total returns to shareholders of 66% over the past three years.Reported Earnings • Mar 18Full year 2023 earnings released: EPS: NT$4.17 (vs NT$5.50 in FY 2022)Full year 2023 results: EPS: NT$4.17 (down from NT$5.50 in FY 2022). Revenue: NT$7.36b (down 5.5% from FY 2022). Net income: NT$636.5m (down 22% from FY 2022). Profit margin: 8.6% (down from 10% 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 1% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.공고 • Mar 12Longwell Company, Annual General Meeting, Jun 18, 2024Longwell Company, Annual General Meeting, Jun 18, 2024. Location: No. 2, Sec. 3, Bade Rd., Songshan Dist., TCA Convention Center Taipei City Taiwan Agenda: To consider 2023 Business Report; to consider Audit committee' review report for the year of 2023; to consider Report on 2023 Employees Compensation and Directors Remuneration; to consider adoption of 2023 Financial Statements; to consider adoption of the Proposal of 2023 Earnings Distribution; to consider discussions of the Amendments to the Company's Articles of Incorporation; and to consider other matters.New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change). Shareholders have been diluted in the past year (4.1% increase in shares outstanding).Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$78.90, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 20x in the Electrical industry in Taiwan. Total returns to shareholders of 63% over the past three years.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: NT$2.64 (vs NT$1.91 in 3Q 2022)Third quarter 2023 results: EPS: NT$2.64 (up from NT$1.91 in 3Q 2022). Revenue: NT$2.01b (down 2.3% from 3Q 2022). Net income: NT$405.7m (up 44% from 3Q 2022). Profit margin: 20% (up from 14% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.Reported Earnings • Aug 13Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: NT$0.76 (down from NT$1.18 in 2Q 2022). Revenue: NT$1.79b (down 13% from 2Q 2022). Net income: NT$117.1m (down 33% from 2Q 2022). Profit margin: 6.6% (down from 8.6% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates by 41%. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 17Upcoming dividend of NT$2.11 per share at 3.2% yieldEligible shareholders must have bought the stock before 24 July 2023. Payment date: 18 August 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (3.0%).New Risk • Jun 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.1% 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 (4.1% increase in shares outstanding).Reported Earnings • Mar 27Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: NT$5.50 (up from NT$3.05 in FY 2021). Revenue: NT$7.79b (down 3.1% from FY 2021). Net income: NT$812.9m (up 80% from FY 2021). Profit margin: 10% (up from 5.6% in FY 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. 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 12% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$70.30, the stock trades at a trailing P/E ratio of 15.5x. Average trailing P/E is 13x in the Electrical industry in Taiwan. Total returns to shareholders of 34% over the past three years.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Ouyang Hong was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$1.18 (vs NT$1.03 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.18 (up from NT$1.03 in 2Q 2021). Revenue: NT$2.04b (up 2.0% from 2Q 2021). Net income: NT$174.9m (up 14% from 2Q 2021). Profit margin: 8.6% (up from 7.6% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.공고 • Aug 13Longwell Company Appoints Sandy Ning as Chief Information Security OfficerLongwell Company appointed Sandy Ning /Chief Financial and Accounting Officer as Chief Information Security Officer. Effective date is August 12, 2022.Upcoming Dividend • Jul 21Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 26 August 2022. Payout ratio is a comfortable 73% but the company is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (6.7%). In line with average of industry peers (3.7%).Reported Earnings • May 16First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$1.00 (down from NT$1.31 in 1Q 2021). Revenue: NT$1.84b (up 2.6% from 1Q 2021). Net income: NT$148.4m (down 23% from 1Q 2021). Profit margin: 8.1% (down from 11% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 22%. Earnings per share (EPS) exceeded analyst estimates by 16%. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 7 highly experienced directors. Supervisor Ronnie Chang was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Mar 31Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: NT$3.05 (down from NT$4.71 in FY 2020). Revenue: NT$8.04b (up 22% from FY 2020). Net income: NT$451.2m (down 34% from FY 2020). Profit margin: 5.6% (down from 10% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 22%. Earnings per share (EPS) exceeded analyst estimates by 16%. Over the last 3 years on average, earnings per share has increased by 13% 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 15Third quarter 2021 earnings released: EPS NT$0.29 (vs NT$1.48 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$2.07b (up 12% from 3Q 2020). Net income: NT$42.9m (down 80% from 3Q 2020). Profit margin: 2.1% (down from 12% 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 28% per year and the company’s share price has also increased by 28% per year.Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$1.03 (vs NT$1.50 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$2.00b (up 16% from 2Q 2020). Net income: NT$152.8m (down 29% from 2Q 2020). Profit margin: 7.6% (down from 13% 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 39% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 28Upcoming dividend of NT$3.50 per shareEligible shareholders must have bought the stock before 04 August 2021. Payment date: 31 August 2021. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (3.3%).Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improved over the past weekAfter last week's 25% share price gain to NT$82.20, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 15x in the Electrical industry in Taiwan. Total returns to shareholders of 111% over the past three years.Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$1.31 (vs NT$0.34 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$1.79b (up 44% from 1Q 2020). Net income: NT$193.4m (up 301% from 1Q 2020). Profit margin: 11% (up from 3.9% 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 45% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$63.60, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 19x in the Electrical industry in Taiwan. Total returns to shareholders of 88% over the past three years.분석 기사 • Apr 30Key Things To Watch Out For If You Are After Longwell Company's (GTSM:6290) 4.7% DividendToday we'll take a closer look at Longwell Company ( GTSM:6290 ) from a dividend investor's perspective. Owning a...분석 기사 • Apr 08Longwell's (GTSM:6290) Returns On Capital Are Heading HigherWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$72.70, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 17x in the Electrical industry in Taiwan. Total returns to shareholders of 76% over the past three years.Reported Earnings • Mar 27Full year 2020 earnings released: EPS NT$4.71 (vs NT$6.35 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$6.60b (down 5.9% from FY 2019). Net income: NT$685.7m (down 24% from FY 2019). Profit margin: 10% (down from 13% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.분석 기사 • Mar 11Shareholders Of Longwell (GTSM:6290) Must Be Happy With Their 127% Total ReturnWhen you buy and hold a stock for the long term, you definitely want it to provide a positive return. Furthermore...분석 기사 • Feb 24Longwell Company's (GTSM:6290) Stock Been Rising: Are Strong Financials Guiding The Market?Longwell's (GTSM:6290) stock is up by 3.2% over the past week. Since the market usually pay for a company’s long-term...Is New 90 Day High Low • Feb 23New 90-day high: NT$56.50The company is up 3.0% from its price of NT$54.70 on 25 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 14% over the same period.분석 기사 • Feb 09Longwell (GTSM:6290) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Jan 26Should You Or Shouldn't You: A Dividend Analysis on Longwell Company (GTSM:6290)Is Longwell Company ( GTSM:6290 ) a good dividend stock? How can we tell? Dividend paying companies with growing...Is New 90 Day High Low • Jan 20New 90-day low: NT$50.80The company is down 3.0% from its price of NT$52.60 on 23 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 10.0% over the same period.분석 기사 • Jan 08Is Longwell (GTSM:6290) A Future Multi-bagger?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...분석 기사 • Dec 24Calculating The Fair Value Of Longwell Company (GTSM:6290)In this article we are going to estimate the intrinsic value of Longwell Company ( GTSM:6290 ) by taking the expected...분석 기사 • Dec 09Shareholders Of Longwell (GTSM:6290) Must Be Happy With Their 124% Total ReturnThe main point of investing for the long term is to make money. But more than that, you probably want to see it rise...분석 기사 • Nov 24Longwell Company's (GTSM:6290) Recent Stock Performance Looks Decent- Can Strong Fundamentals Be the Reason?Longwell's (GTSM:6290) stock up by 4.0% over the past month. Since the market usually pay for a company’s long-term...Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS NT$1.48The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$1.84b (up 4.5% from 3Q 2019). Net income: NT$217.1m (down 21% from 3Q 2019). Profit margin: 12% (down from 16% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Oct 30New 90-day low: NT$51.20The company is down 6.0% from its price of NT$54.30 on 31 July 2020. The Taiwanese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 14% over the same period.Is New 90 Day High Low • Sep 25New 90-day low: NT$52.00The company is down 8.0% from its price of NT$56.70 on 24 June 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 9.0% over the same period.이익 및 매출 성장 예측TPEX:6290 - 애널리스트 향후 추정치 및 과거 재무 데이터 (TWD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202712,8332,009N/A2,472112/31/202611,5921,817N/A2,47213/31/202610,4281,4528071,102N/A12/31/202510,1591,4068681,183N/A9/30/20259,7141,3206771,002N/A6/30/20259,3341,028323673N/A3/31/20258,6411,154-316147N/A12/31/20248,0401,011-180365N/A9/30/20247,787719296890N/A6/30/20247,6421,0067581,320N/A3/31/20247,5098281,1011,687N/A12/31/20237,3606371,2741,895N/A9/30/20237,2378021,5202,045N/A6/30/20237,2846791,1871,633N/A3/31/20237,5417371,1331,429N/A12/31/20227,7888139741,121N/A9/30/20228,111668230388N/A6/30/20228,1244286122N/A3/31/20228,084406-174-33N/A12/31/20218,038451-564-387N/A9/30/20217,658594-550-247N/A6/30/20217,437768-92232N/A3/31/20217,154831-142184N/A12/31/20206,604686525902N/A9/30/20206,5587098141,054N/A6/30/20206,4787671,0731,287N/A3/31/20206,5377951,4531,688N/A12/31/20197,021905N/A1,275N/A9/30/20197,128770N/A1,188N/A6/30/20197,105477N/A1,166N/A3/31/20197,044299N/A784N/A12/31/20187,259160N/A426N/A9/30/20187,063153N/A75N/A6/30/20186,976227N/A-525N/A3/31/20186,836228N/A-282N/A12/31/20176,308227N/A165N/A9/30/20176,292281N/A463N/A6/30/20176,228312N/A868N/A3/31/20176,337289N/A875N/A12/31/20166,755405N/A999N/A9/30/20167,293444N/A702N/A6/30/20167,561462N/A396N/A3/31/20167,492401N/A246N/A12/31/20157,370296N/A93N/A9/30/20157,089295N/A425N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 6290 의 연간 예상 수익 증가율(17.7%)이 saving rate(1.3%)보다 높습니다.수익 vs 시장: 6290 의 연간 수익(17.7%)이 TW 시장(25.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 6290 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 6290 의 수익(연간 11.8%)이 TW 시장(연간 20.4%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 6290 의 수익(연간 11.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 6290의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/27 00:46종가2026/07/27 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 소스Longwell Company는 4명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Meizhen WangCapital Securities CorporationMeifen ChenKGI Securities Co. Ltd.Alice SuMasterlink Securities Investment Advisory1명의 분석가 더 보기
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to NT$232, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Electrical industry in Taiwan. Total returns to shareholders of 313% over the past three years.
Upcoming Dividend • Jul 16Upcoming dividend of NT$6.19 per shareEligible shareholders must have bought the stock before 23 July 2026. Payment date: 19 August 2026. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Taiwanese dividend payers (5.0%). In line with average of industry peers (2.6%).
Declared Dividend • Jun 27Dividend increased to NT$6.20Dividend of NT$6.20 is 24% higher than last year. Ex-date: 23rd July 2026 Payment date: 19th August 2026 Dividend yield will be 2.1%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (130% cash payout ratio). 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 8.6% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$302, the stock trades at a trailing P/E ratio of 35x. Average trailing P/E is 25x in the Electrical industry in Taiwan. Total returns to shareholders of 478% over the past three years.
Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$332, the stock trades at a trailing P/E ratio of 38.5x. Average trailing P/E is 24x in the Electrical industry in Taiwan. Total returns to shareholders of 560% over the past three years.
Reported Earnings • May 09First quarter 2026 earnings released: EPS: NT$2.00 (vs NT$2.57 in 1Q 2025)First quarter 2026 results: EPS: NT$2.00. Revenue: NT$2.61b (up 12% from 1Q 2025). Net income: NT$453.2m (up 11% from 1Q 2025). Profit margin: 17% (in line with 1Q 2025).
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 35%After last week's 35% share price gain to NT$317, the stock trades at a trailing P/E ratio of 38x. Average trailing P/E is 28x in the Electrical industry in Taiwan. Total returns to shareholders of 484% over the past three years.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$221, the stock trades at a trailing P/E ratio of 26.5x. Average trailing P/E is 27x in the Electrical industry in Taiwan. Total returns to shareholders of 253% over the past three years.
Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$8.73 (vs NT$6.41 in FY 2024)Full year 2025 results: EPS: NT$8.73 (up from NT$6.41 in FY 2024). Revenue: NT$10.2b (up 26% from FY 2024). Net income: NT$1.41b (up 39% from FY 2024). Profit margin: 14% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Mar 10Longwell Company, Annual General Meeting, May 25, 2026Longwell Company, Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 5 floor no,2, sec.3 pa to rd., songshan district, taipei city Taiwan
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$227, the stock trades at a trailing P/E ratio of 27.8x. Average trailing P/E is 25x in the Electrical industry in Taiwan. Total returns to shareholders of 249% over the past three years.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$187, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 24x in the Electrical industry in Taiwan. Total returns to shareholders of 230% over the past three years.
Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$2.57 (vs NT$0.75 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.57 (up from NT$0.75 in 3Q 2024). Revenue: NT$2.53b (up 18% from 3Q 2024). Net income: NT$411.2m (up 247% from 3Q 2024). Profit margin: 16% (up from 5.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$179, the stock trades at a trailing P/E ratio of 27.7x. Average trailing P/E is 28x in the Electrical industry in Taiwan. Total returns to shareholders of 284% over the past three years.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$1.06 (vs NT$1.86 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.06 (down from NT$1.86 in 2Q 2024). Revenue: NT$2.61b (up 36% from 2Q 2024). Net income: NT$168.3m (down 43% from 2Q 2024). Profit margin: 6.4% (down from 15% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 17Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 24 July 2025. Payment date: 20 August 2025. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 4.8%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.7%).
New Risk • Jul 11New 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 6.7% 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 Risk High level of non-cash earnings (29% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.7% average weekly change).
Declared Dividend • Jun 28Dividend of NT$5.00 announcedShareholders will receive a dividend of NT$5.00. Ex-date: 24th July 2025 Payment date: 20th August 2025 Dividend yield will be 5.3%, which is higher than the industry average of 3.1%. 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 13% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • May 12Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 5.8% to NT$93.20. The fair value is estimated to be NT$74.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 21%.
Reported Earnings • May 10First quarter 2025 earnings released: EPS: NT$2.56 (vs NT$1.70 in 1Q 2024)First quarter 2025 results: EPS: NT$2.56 (up from NT$1.70 in 1Q 2024). Revenue: NT$2.34b (up 35% from 1Q 2024). Net income: NT$407.6m (up 54% from 1Q 2024). Profit margin: 17% (up from 15% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 20% per year.
공고 • May 01Longwell Company to Report Q1, 2025 Results on May 09, 2025Longwell Company announced that they will report Q1, 2025 results on May 09, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$68.10, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 17x in the Electrical industry in Taiwan. Total returns to shareholders of 53% over the past three years.
Buy Or Sell Opportunity • Mar 26Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to NT$89.90. The fair value is estimated to be NT$73.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 21%.
공고 • Mar 14Longwell Company, Annual General Meeting, May 28, 2025Longwell Company, Annual General Meeting, May 28, 2025, at 09:00 Taipei Standard Time. Location: 5 floor no,2, sec.3 pa to rd., songshan district, taipei city Taiwan
Reported Earnings • Mar 14Full year 2024 earnings released: EPS: NT$6.41 (vs NT$4.17 in FY 2023)Full year 2024 results: EPS: NT$6.41 (up from NT$4.17 in FY 2023). Revenue: NT$8.04b (up 9.2% from FY 2023). Net income: NT$1.01b (up 59% from FY 2023). Profit margin: 13% (up from 8.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year.
공고 • Mar 11Longwell Company announced that it expects to receive TWD 800 million in fundingLongwell Company announced a private placemen to issue Zero Coupon Series 10 Unsecured Convertible Bond for gross proceeds of TWD 800,000,000 on March 10, 2025. The transaction has been approved by shareholders of company. The bonds bears zero coupon rate, matures after 3 years.
공고 • Mar 01Longwell Company to Report Q4, 2024 Results on Mar 10, 2025Longwell Company announced that they will report Q4, 2024 results on Mar 10, 2025
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: NT$0.75 (vs NT$2.64 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.75 (down from NT$2.64 in 3Q 2023). Revenue: NT$2.15b (up 7.3% from 3Q 2023). Net income: NT$118.6m (down 71% from 3Q 2023). Profit margin: 5.5% (down from 20% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.9% 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 (2.9% increase in shares outstanding).
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$1.86 (vs NT$0.76 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.86 (up from NT$0.76 in 2Q 2023). Revenue: NT$1.92b (up 7.4% from 2Q 2023). Net income: NT$294.8m (up 152% from 2Q 2023). Profit margin: 15% (up from 6.6% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year.
공고 • Aug 02Longwell Company to Report Q2, 2024 Results on Aug 09, 2024Longwell Company announced that they will report Q2, 2024 results on Aug 09, 2024
Board Change • Aug 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Director Yu-Mi Huang was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Upcoming Dividend • Jul 17Upcoming dividend of NT$2.97 per shareEligible shareholders must have bought the stock before 24 July 2024. Payment date: 21 August 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.2%).
Declared Dividend • Jun 28Dividend increased to NT$3.00Dividend of NT$3.00 is 42% higher than last year. Ex-date: 24th July 2024 Payment date: 21st August 2024 Dividend yield will be 3.4%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 7.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$1.70 (vs NT$0.49 in 1Q 2023)First quarter 2024 results: EPS: NT$1.70 (up from NT$0.49 in 1Q 2023). Revenue: NT$1.74b (up 9.4% from 1Q 2023). Net income: NT$264.3m (up 264% from 1Q 2023). Profit margin: 15% (up from 4.6% in 1Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 10% per year.
공고 • Apr 28Longwell Company to Report Q1, 2024 Results on May 06, 2024Longwell Company announced that they will report Q1, 2024 results on May 06, 2024
New Risk • Apr 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.4% average weekly change). 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 (5.8% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$106, the stock trades at a trailing P/E ratio of 25.6x. Average trailing P/E is 25x in the Electrical industry in Taiwan. Total returns to shareholders of 66% over the past three years.
Reported Earnings • Mar 18Full year 2023 earnings released: EPS: NT$4.17 (vs NT$5.50 in FY 2022)Full year 2023 results: EPS: NT$4.17 (down from NT$5.50 in FY 2022). Revenue: NT$7.36b (down 5.5% from FY 2022). Net income: NT$636.5m (down 22% from FY 2022). Profit margin: 8.6% (down from 10% 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 1% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Mar 12Longwell Company, Annual General Meeting, Jun 18, 2024Longwell Company, Annual General Meeting, Jun 18, 2024. Location: No. 2, Sec. 3, Bade Rd., Songshan Dist., TCA Convention Center Taipei City Taiwan Agenda: To consider 2023 Business Report; to consider Audit committee' review report for the year of 2023; to consider Report on 2023 Employees Compensation and Directors Remuneration; to consider adoption of 2023 Financial Statements; to consider adoption of the Proposal of 2023 Earnings Distribution; to consider discussions of the Amendments to the Company's Articles of Incorporation; and to consider other matters.
New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change). Shareholders have been diluted in the past year (4.1% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$78.90, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 20x in the Electrical industry in Taiwan. Total returns to shareholders of 63% over the past three years.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: NT$2.64 (vs NT$1.91 in 3Q 2022)Third quarter 2023 results: EPS: NT$2.64 (up from NT$1.91 in 3Q 2022). Revenue: NT$2.01b (down 2.3% from 3Q 2022). Net income: NT$405.7m (up 44% from 3Q 2022). Profit margin: 20% (up from 14% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.
Reported Earnings • Aug 13Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: NT$0.76 (down from NT$1.18 in 2Q 2022). Revenue: NT$1.79b (down 13% from 2Q 2022). Net income: NT$117.1m (down 33% from 2Q 2022). Profit margin: 6.6% (down from 8.6% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates by 41%. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 17Upcoming dividend of NT$2.11 per share at 3.2% yieldEligible shareholders must have bought the stock before 24 July 2023. Payment date: 18 August 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (3.0%).
New Risk • Jun 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.1% 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 (4.1% increase in shares outstanding).
Reported Earnings • Mar 27Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: NT$5.50 (up from NT$3.05 in FY 2021). Revenue: NT$7.79b (down 3.1% from FY 2021). Net income: NT$812.9m (up 80% from FY 2021). Profit margin: 10% (up from 5.6% in FY 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. 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 12% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$70.30, the stock trades at a trailing P/E ratio of 15.5x. Average trailing P/E is 13x in the Electrical industry in Taiwan. Total returns to shareholders of 34% over the past three years.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Ouyang Hong was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$1.18 (vs NT$1.03 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.18 (up from NT$1.03 in 2Q 2021). Revenue: NT$2.04b (up 2.0% from 2Q 2021). Net income: NT$174.9m (up 14% from 2Q 2021). Profit margin: 8.6% (up from 7.6% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공고 • Aug 13Longwell Company Appoints Sandy Ning as Chief Information Security OfficerLongwell Company appointed Sandy Ning /Chief Financial and Accounting Officer as Chief Information Security Officer. Effective date is August 12, 2022.
Upcoming Dividend • Jul 21Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 26 August 2022. Payout ratio is a comfortable 73% but the company is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (6.7%). In line with average of industry peers (3.7%).
Reported Earnings • May 16First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$1.00 (down from NT$1.31 in 1Q 2021). Revenue: NT$1.84b (up 2.6% from 1Q 2021). Net income: NT$148.4m (down 23% from 1Q 2021). Profit margin: 8.1% (down from 11% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 22%. Earnings per share (EPS) exceeded analyst estimates by 16%. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 7 highly experienced directors. Supervisor Ronnie Chang was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Mar 31Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: NT$3.05 (down from NT$4.71 in FY 2020). Revenue: NT$8.04b (up 22% from FY 2020). Net income: NT$451.2m (down 34% from FY 2020). Profit margin: 5.6% (down from 10% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 22%. Earnings per share (EPS) exceeded analyst estimates by 16%. Over the last 3 years on average, earnings per share has increased by 13% 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 15Third quarter 2021 earnings released: EPS NT$0.29 (vs NT$1.48 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$2.07b (up 12% from 3Q 2020). Net income: NT$42.9m (down 80% from 3Q 2020). Profit margin: 2.1% (down from 12% 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 28% per year and the company’s share price has also increased by 28% per year.
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$1.03 (vs NT$1.50 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$2.00b (up 16% from 2Q 2020). Net income: NT$152.8m (down 29% from 2Q 2020). Profit margin: 7.6% (down from 13% 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 39% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 28Upcoming dividend of NT$3.50 per shareEligible shareholders must have bought the stock before 04 August 2021. Payment date: 31 August 2021. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (3.3%).
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improved over the past weekAfter last week's 25% share price gain to NT$82.20, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 15x in the Electrical industry in Taiwan. Total returns to shareholders of 111% over the past three years.
Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$1.31 (vs NT$0.34 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$1.79b (up 44% from 1Q 2020). Net income: NT$193.4m (up 301% from 1Q 2020). Profit margin: 11% (up from 3.9% 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 45% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$63.60, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 19x in the Electrical industry in Taiwan. Total returns to shareholders of 88% over the past three years.
분석 기사 • Apr 30Key Things To Watch Out For If You Are After Longwell Company's (GTSM:6290) 4.7% DividendToday we'll take a closer look at Longwell Company ( GTSM:6290 ) from a dividend investor's perspective. Owning a...
분석 기사 • Apr 08Longwell's (GTSM:6290) Returns On Capital Are Heading HigherWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$72.70, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 17x in the Electrical industry in Taiwan. Total returns to shareholders of 76% over the past three years.
Reported Earnings • Mar 27Full year 2020 earnings released: EPS NT$4.71 (vs NT$6.35 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$6.60b (down 5.9% from FY 2019). Net income: NT$685.7m (down 24% from FY 2019). Profit margin: 10% (down from 13% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
분석 기사 • Mar 11Shareholders Of Longwell (GTSM:6290) Must Be Happy With Their 127% Total ReturnWhen you buy and hold a stock for the long term, you definitely want it to provide a positive return. Furthermore...
분석 기사 • Feb 24Longwell Company's (GTSM:6290) Stock Been Rising: Are Strong Financials Guiding The Market?Longwell's (GTSM:6290) stock is up by 3.2% over the past week. Since the market usually pay for a company’s long-term...
Is New 90 Day High Low • Feb 23New 90-day high: NT$56.50The company is up 3.0% from its price of NT$54.70 on 25 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 14% over the same period.
분석 기사 • Feb 09Longwell (GTSM:6290) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Jan 26Should You Or Shouldn't You: A Dividend Analysis on Longwell Company (GTSM:6290)Is Longwell Company ( GTSM:6290 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Is New 90 Day High Low • Jan 20New 90-day low: NT$50.80The company is down 3.0% from its price of NT$52.60 on 23 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 10.0% over the same period.
분석 기사 • Jan 08Is Longwell (GTSM:6290) A Future Multi-bagger?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
분석 기사 • Dec 24Calculating The Fair Value Of Longwell Company (GTSM:6290)In this article we are going to estimate the intrinsic value of Longwell Company ( GTSM:6290 ) by taking the expected...
분석 기사 • Dec 09Shareholders Of Longwell (GTSM:6290) Must Be Happy With Their 124% Total ReturnThe main point of investing for the long term is to make money. But more than that, you probably want to see it rise...
분석 기사 • Nov 24Longwell Company's (GTSM:6290) Recent Stock Performance Looks Decent- Can Strong Fundamentals Be the Reason?Longwell's (GTSM:6290) stock up by 4.0% over the past month. Since the market usually pay for a company’s long-term...
Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS NT$1.48The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$1.84b (up 4.5% from 3Q 2019). Net income: NT$217.1m (down 21% from 3Q 2019). Profit margin: 12% (down from 16% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Oct 30New 90-day low: NT$51.20The company is down 6.0% from its price of NT$54.30 on 31 July 2020. The Taiwanese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 14% over the same period.
Is New 90 Day High Low • Sep 25New 90-day low: NT$52.00The company is down 8.0% from its price of NT$56.70 on 24 June 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 9.0% over the same period.