LongDa Construction & Development (5519) 주식 개요롱다 건설 및 개발 주식회사는 대만과 일본에서 건설 및 토목 사업을 하고 있습니다. 자세히 보기5519 펀더멘털 분석스노우플레이크 점수가치 평가4/6미래 성장0/6과거 실적5/6재무 건전성4/6배당5/6강점공정 가치 추정치보다 낮은 81.3% 에서 거래지난 1년간 수익이 53.8% 증가했습니다.위험 분석부채비율이 높네요불안정한 배당 실적모든 위험 점검 보기5519 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$32.7518.8% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture08b2016201920222025202620282031Revenue NT$7.6bEarnings NT$1.5bAdvancedSet Fair ValueView all narrativesLongDa Construction & Development Corporation 경쟁사Rayzher IndustrialSymbol: TPEX:7703Market cap: NT$7.1bChina EcotekSymbol: TWSE:1535Market cap: NT$6.1bGiant Heavy Machinery ServiceSymbol: TPEX:7783Market cap: NT$6.2bChien Kuo ConstructionSymbol: TWSE:5515Market cap: NT$8.0b가격 이력 및 성과LongDa Construction & Development 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가NT$32.7552주 최고가NT$36.7552주 최저가NT$27.10베타-0.0841개월 변동0.15%3개월 변동6.16%1년 변동-9.41%3년 변동32.86%5년 변동48.86%IPO 이후 변동1,213.32%최근 뉴스 및 업데이트Reported Earnings • May 18First quarter 2026 earnings released: EPS: NT$0.58 (vs NT$0.56 in 1Q 2025)First quarter 2026 results: EPS: NT$0.58 (up from NT$0.56 in 1Q 2025). Revenue: NT$677.0m (down 9.5% from 1Q 2025). Net income: NT$127.9m (up 4.7% from 1Q 2025). Profit margin: 19% (up from 16% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$4.96 (vs NT$3.90 in FY 2024)Full year 2025 results: EPS: NT$4.96 (up from NT$3.90 in FY 2024). Revenue: NT$5.45b (down 13% from FY 2024). Net income: NT$1.09b (up 27% from FY 2024). Profit margin: 20% (up from 14% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.공시 • Mar 12LongDa Construction & Development Corporation, Annual General Meeting, May 28, 2026LongDa Construction & Development Corporation, Annual General Meeting, May 28, 2026, at 10:30 Taipei Standard Time. Location: 26- floor no,6, min ch`uan 2nd rd., cianjhen district, kaohsiung city TaiwanReported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$3.52 (vs NT$0.17 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.52 (up from NT$0.17 in 3Q 2024). Revenue: NT$3.31b (up NT$2.82b from 3Q 2024). Net income: NT$770.6m (up NT$732.2m from 3Q 2024). Profit margin: 23% (up from 7.8% 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 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.23 (vs NT$0.48 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.23 (down from NT$0.48 in 2Q 2024). Revenue: NT$401.0m (down 45% from 2Q 2024). Net income: NT$51.2m (down 51% from 2Q 2024). Profit margin: 13% (down from 14% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Declared Dividend • May 31Dividend increased to NT$3.00Dividend of NT$3.00 is 36% higher than last year. Ex-date: 17th June 2025 Payment date: 18th July 2025 Dividend yield will be 8.5%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio) and 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 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 2.7% to bring the payout ratio under control, which is less than the 8.8% EPS growth achieved over the last 5 years.더 많은 업데이트 보기Recent updatesReported Earnings • May 18First quarter 2026 earnings released: EPS: NT$0.58 (vs NT$0.56 in 1Q 2025)First quarter 2026 results: EPS: NT$0.58 (up from NT$0.56 in 1Q 2025). Revenue: NT$677.0m (down 9.5% from 1Q 2025). Net income: NT$127.9m (up 4.7% from 1Q 2025). Profit margin: 19% (up from 16% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$4.96 (vs NT$3.90 in FY 2024)Full year 2025 results: EPS: NT$4.96 (up from NT$3.90 in FY 2024). Revenue: NT$5.45b (down 13% from FY 2024). Net income: NT$1.09b (up 27% from FY 2024). Profit margin: 20% (up from 14% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.공시 • Mar 12LongDa Construction & Development Corporation, Annual General Meeting, May 28, 2026LongDa Construction & Development Corporation, Annual General Meeting, May 28, 2026, at 10:30 Taipei Standard Time. Location: 26- floor no,6, min ch`uan 2nd rd., cianjhen district, kaohsiung city TaiwanReported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$3.52 (vs NT$0.17 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.52 (up from NT$0.17 in 3Q 2024). Revenue: NT$3.31b (up NT$2.82b from 3Q 2024). Net income: NT$770.6m (up NT$732.2m from 3Q 2024). Profit margin: 23% (up from 7.8% 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 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.23 (vs NT$0.48 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.23 (down from NT$0.48 in 2Q 2024). Revenue: NT$401.0m (down 45% from 2Q 2024). Net income: NT$51.2m (down 51% from 2Q 2024). Profit margin: 13% (down from 14% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Declared Dividend • May 31Dividend increased to NT$3.00Dividend of NT$3.00 is 36% higher than last year. Ex-date: 17th June 2025 Payment date: 18th July 2025 Dividend yield will be 8.5%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio) and 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 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 2.7% to bring the payout ratio under control, which is less than the 8.8% EPS growth achieved over the last 5 years.공시 • May 30LongDa Construction & Development Corporation Announces Cash Dividends, Payable on July 18, 2025LongDa Construction & Development Corporation announced cash dividends on common shares of TWD 657,591,540, TWD 3 per share. Date of the resolution by the board of directors or shareholders meeting or decision by the Company: May 29, 2025 . Ex-rights (ex-dividend) trading date is June 17, 2025. Ex-rights (ex-dividend) record date is June 23, 2025. Payment date of common stock cash dividend distribution is July 18, 2025.Reported Earnings • May 09First quarter 2025 earnings released: EPS: NT$0.56 (vs NT$1.22 in 1Q 2024)First quarter 2025 results: EPS: NT$0.56 (down from NT$1.22 in 1Q 2024). Revenue: NT$747.9m (down 69% from 1Q 2024). Net income: NT$122.2m (down 54% from 1Q 2024). Profit margin: 16% (up from 11% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 01LongDa Construction & Development Corporation to Report Q1, 2025 Results on May 08, 2025LongDa Construction & Development Corporation announced that they will report Q1, 2025 results on May 08, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$30.65, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 16x in the Construction industry in Taiwan. Total returns to shareholders of 65% over the past three years.Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NT$3.90 (vs NT$3.69 in FY 2023)Full year 2024 results: EPS: NT$3.90 (up from NT$3.69 in FY 2023). Revenue: NT$6.25b (up 43% from FY 2023). Net income: NT$855.4m (up 5.8% from FY 2023). Profit margin: 14% (down from 19% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 16% per year.공시 • Mar 11LongDa Construction & Development Corporation, Annual General Meeting, May 29, 2025LongDa Construction & Development Corporation, Annual General Meeting, May 29, 2025, at 10:30 Taipei Standard Time. Location: 26- floor no,6, min ch`uan 2nd rd., cianjhen district, kaohsiung city Taiwan공시 • Mar 01LongDa Construction & Development Corporation to Report Fiscal Year 2024 Results on Mar 10, 2025LongDa Construction & Development Corporation announced that they will report fiscal year 2024 results on Mar 10, 2025Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$0.18 (vs NT$0.22 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.18 (down from NT$0.22 in 3Q 2023). Revenue: NT$490.3m (up 18% from 3Q 2023). Net income: NT$38.4m (down 22% from 3Q 2023). Profit margin: 7.8% (down from 12% 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 16% per year whereas the company’s share price has increased by 19% per year.공시 • Nov 05LongDa Construction & Development Corporation to Report Q3, 2024 Results on Nov 12, 2024LongDa Construction & Development Corporation announced that they will report Q3, 2024 results on Nov 12, 2024분석 기사 • Sep 23LongDa Construction & Development Corporation's (TWSE:5519) Price Is Right But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 8.9x LongDa Construction & Development Corporation ( TWSE:5519 ) may be...Buy Or Sell Opportunity • Aug 30Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 9.2% to NT$47.65. The fair value is estimated to be NT$38.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 17%.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: NT$0.48 (vs NT$0.83 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.48 (down from NT$0.83 in 2Q 2023). Revenue: NT$724.5m (down 17% from 2Q 2023). Net income: NT$104.2m (down 43% from 2Q 2023). Profit margin: 14% (down from 21% in 2Q 2023). The decrease in margin was driven by lower 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 32% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$44.25, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 17x in the Construction industry in Taiwan. Total returns to shareholders of 172% over the past three years.공시 • Aug 03LongDa Construction & Development Corporation to Report Q2, 2024 Results on Aug 12, 2024LongDa Construction & Development Corporation announced that they will report Q2, 2024 results on Aug 12, 2024Upcoming Dividend • Jun 11Upcoming dividend of NT$2.20 per shareEligible shareholders must have bought the stock before 18 June 2024. Payment date: 18 July 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (3.6%).분석 기사 • Jun 10Investors Still Aren't Entirely Convinced By LongDa Construction & Development Corporation's (TWSE:5519) Earnings Despite 25% Price JumpLongDa Construction & Development Corporation ( TWSE:5519 ) shares have continued their recent momentum with a 25% gain...New Risk • Jun 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% 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: Minor Risks High level of debt (81% net debt to equity). 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 (8.2% average weekly change). Large one-off items impacting financial results.분석 기사 • Jun 03LongDa Construction & Development (TWSE:5519) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$48.00, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 16x in the Construction industry in Taiwan. Total returns to shareholders of 182% over the past three years.공시 • Jun 01LongDa Construction & Development Corporation Announces Audit Committee ChangesLongDa Construction & Development Corporation announced the company's third audit committee. Name of the previous position holder: Lin, Xiangkai; Jiang, Yongzheng; Resume of the previous position holder: Lin, Xiangkai Independent Director of Longda Construction Co., Ltd; Jiang, Yongzheng Independent Director of Longda Construction Co. Ltd. Name of the new position holder: Lin, Xiangkai; Jiang, Yongzheng; Lai, Biying. Resume of the new position holder: Lin, Xiangkai Independent Director of Longda Construction Co. Ltd.; Jiang, Yongzheng Independent Director of Longda Construction Co. Ltd.; Lai, Biying Professor, Department of Real Estate Management, National Pingtung University. Effective date of the new member is May 31, 2024.Reported Earnings • May 13First quarter 2024 earnings released: EPS: NT$1.22 (vs NT$0.27 in 1Q 2023)First quarter 2024 results: EPS: NT$1.22 (up from NT$0.27 in 1Q 2023). Revenue: NT$2.42b (up 448% from 1Q 2023). Net income: NT$266.4m (up 352% from 1Q 2023). Profit margin: 11% (down from 13% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 03LongDa Construction & Development Corporation to Report Q1, 2024 Results on May 10, 2024LongDa Construction & Development Corporation announced that they will report Q1, 2024 results on May 10, 2024New Risk • May 02New 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 Debt is not well covered by operating cash flow (11% operating cash flow to total debt). 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 (6.7% average weekly change).Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$52.00, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 18x in the Construction industry in Taiwan. Total returns to shareholders of 197% over the past three years.분석 기사 • Apr 24LongDa Construction & Development Corporation's (TWSE:5519) Low P/E No Reason For ExcitementWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") above 23x, you may consider...Buy Or Sell Opportunity • Apr 18Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 46% to NT$42.50. The fair value is estimated to be NT$33.87, 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 20%.Buy Or Sell Opportunity • Apr 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to NT$40.90. The fair value is estimated to be NT$34.01, 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 20%.공시 • Mar 12LongDa Construction & Development Corporation, Annual General Meeting, May 31, 2024LongDa Construction & Development Corporation, Annual General Meeting, May 31, 2024. Location: Room 2, F26, No. 6 Minquan Second Road Qianzhen District Kaohsiung City Taiwan Agenda: To consider 2023 Business Report; to consider the Audit Committee's review report on the Company's statements for 2023; to consider Distribution of employee remunerations and director remunerations in 2023; to consider 2023 earnings distribution proposaland Cash Dividend Status Report; to consider Amendments to the Procedures of the Board of Directors.Reported Earnings • Mar 12Full year 2023 earnings released: EPS: NT$3.69 (vs NT$4.13 in FY 2022)Full year 2023 results: EPS: NT$3.69 (down from NT$4.13 in FY 2022). Revenue: NT$4.37b (down 7.4% from FY 2022). Net income: NT$808.4m (down 11% from FY 2022). Profit margin: 19% (in line with FY 2022). 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.Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: NT$0.83 (vs NT$0.81 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.83 (up from NT$0.81 in 2Q 2022). Revenue: NT$872.9m (down 38% from 2Q 2022). Net income: NT$182.7m (up 2.8% from 2Q 2022). Profit margin: 21% (up from 13% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 06Upcoming dividend of NT$2.10 per share at 8.4% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 10 August 2023. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 8.4%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (5.5%).공시 • Jun 16LongDa Construction & Development Corporation Declares Common Stock Cash DividendLongDa Construction & Development Corporation declared a common stock cash dividend of TWD 460,314,078, allotment of TWD 2.1 per share. Ex-rights (ex-dividend) trading date is July 13, 2023. Ex-rights (ex-dividend) record date is July 19, 2023.공시 • May 10Longda Construction & Development Corporation Announces Executive ChangesLongDa Construction & Development Corporation announced position adjustment of Wu-Tsung Chen from the position of CEO to the position of Chief Strategy Officer. Effective date is May 10, 2023.Reported Earnings • Feb 25Full year 2022 earnings released: EPS: NT$4.13 (vs NT$2.73 in FY 2021)Full year 2022 results: EPS: NT$4.13 (up from NT$2.73 in FY 2021). Revenue: NT$4.71b (flat on FY 2021). Net income: NT$905.8m (up 51% from FY 2021). Profit margin: 19% (up from 13% in FY 2021). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Xiangkai Lin was the last independent director to join the board, commencing their role in 2018. 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 10Third quarter 2022 earnings released: EPS: NT$2.06 (vs NT$0.30 in 3Q 2021)Third quarter 2022 results: EPS: NT$2.06 (up from NT$0.30 in 3Q 2021). Revenue: NT$1.89b (up 160% from 3Q 2021). Net income: NT$450.9m (up NT$385.8m from 3Q 2021). Profit margin: 24% (up from 9.0% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 12% per year.Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: NT$0.81 (vs NT$0.84 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.81 (down from NT$0.84 in 2Q 2021). Revenue: NT$1.41b (up 5.9% from 2Q 2021). Net income: NT$177.8m (down 3.5% from 2Q 2021). Profit margin: 13% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 01Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 08 August 2022. Payment date: 06 September 2022. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 8.9%. Within top quartile of Taiwanese dividend payers (6.6%). Higher than average of industry peers (6.3%).공시 • Jul 24Longda Construction & Development Corporation Declares DividendLongDa Construction & Development Corporation declared a common stock cash dividend of TWD 438,394,360, allotment of TWD 2 per share. Ex-rights (ex-dividend) trading date is August 8, 2022. Ex-rights (ex-dividend) record date is August 14, 2022.Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$0.24 (vs NT$0.19 in 1Q 2021)First quarter 2022 results: EPS: NT$0.24 (up from NT$0.19 in 1Q 2021). Revenue: NT$420.7m (down 28% from 1Q 2021). Net income: NT$51.5m (up 22% from 1Q 2021). Profit margin: 12% (up from 7.3% 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 7% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Buying Opportunity • Apr 11Now 20% undervaluedOver the last 90 days, the stock is up 3.3%. The fair value is estimated to be NT$29.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has declined by 9.3%.Buying Opportunity • Feb 14Now 21% undervaluedOver the last 90 days, the stock is up 8.2%. The fair value is estimated to be NT$29.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has declined by 6.3% per annum over the last 3 years.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$0.30 (vs NT$0.72 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$726.7m (down 42% from 3Q 2020). Net income: NT$65.1m (down 59% from 3Q 2020). Profit margin: 9.0% (down from 13% in 3Q 2020). The decrease in margin was driven by lower revenue. 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 24% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 23Upcoming dividend of NT$1.80 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 30 September 2021. Trailing yield: 8.2%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (5.1%).Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.84 (vs NT$0.16 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$1.33b (up 136% from 2Q 2020). Net income: NT$184.3m (up 430% from 2Q 2020). Profit margin: 14% (up from 6.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$0.19 (vs NT$0.27 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: NT$580.4m (up 42% from 1Q 2020). Net income: NT$42.4m (down 27% from 1Q 2020). Profit margin: 7.3% (down from 14% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$23.75, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 16x in the Construction industry in Taiwan. Total returns to shareholders of 133% over the past three years.분석 기사 • Apr 07Calculating The Intrinsic Value Of LongDa Construction & Development Corporation (TPE:5519)How far off is LongDa Construction & Development Corporation ( TPE:5519 ) from its intrinsic value? Using the most...분석 기사 • Mar 23Is LongDa Construction & Development Corporation (TPE:5519) The Right Choice For A Smart Dividend Investor?Is LongDa Construction & Development Corporation ( TPE:5519 ) a good dividend stock? How can we tell? Dividend paying...Reported Earnings • Mar 12Full year 2020 earnings released: EPS NT$2.07 (vs NT$2.43 in FY 2019)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2020 results: Revenue: NT$3.41b (down 22% from FY 2019). Net income: NT$453.1m (down 7.4% from FY 2019). Profit margin: 13% (up from 11% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 19% per year.공시 • Mar 11LongDa Construction & Development Corporation, Annual General Meeting, May 25, 2021LongDa Construction & Development Corporation, Annual General Meeting, May 25, 2021.분석 기사 • Mar 09LongDa Construction & Development Corporation's (TPE:5519) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?LongDa Construction & Development's (TPE:5519) stock is up by a considerable 24% over the past month. As most would...Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$18.00, the stock is trading at a trailing P/E ratio of 11.4x, up from the previous P/E ratio of 9.6x. This compares to an average P/E of 17x in the Construction industry in Taiwan. Total returns to shareholders over the past three years are 104%.Is New 90 Day High Low • Feb 24New 90-day high: NT$17.00The company is up 9.0% from its price of NT$15.60 on 26 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Construction industry, which is up 2.0% over the same period.분석 기사 • Feb 15These 4 Measures Indicate That LongDa Construction & Development (TPE:5519) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Jan 26Is LongDa Construction & Development (TPE:5519) Likely To Turn Things Around?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Is New 90 Day High Low • Jan 15New 90-day low: NT$14.75The company is down 2.0% from its price of NT$15.05 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 2.0% over the same period.분석 기사 • Jan 08Did You Participate In Any Of LongDa Construction & Development's (TPE:5519) Respectable 73% Return?Thanks in no small measure to Vanguard founder Jack Bogle, it's easy buy a low cost index fund, which should provide...분석 기사 • Dec 21Key Things To Consider Before Buying LongDa Construction & Development Corporation (TPE:5519) For Its DividendToday we'll take a closer look at LongDa Construction & Development Corporation ( TPE:5519 ) from a dividend investor's...분석 기사 • Nov 24Does LongDa Construction & Development's (TPE:5519) Statutory Profit Adequately Reflect Its Underlying Profit?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said...Reported Earnings • Nov 10Third quarter 2020 earnings released: EPS NT$0.72The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2020 results: Revenue: NT$1.25b (up 123% from 3Q 2019). Net income: NT$158.0m (up 81% from 3Q 2019). Profit margin: 13% (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 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Sep 22New 90-day low: NT$14.90The company is down 5.0% from its price of NT$15.65 on 24 June 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 9.0% over the same period.주주 수익률5519TW ConstructionTW 시장7D2.0%-2.0%-3.5%1Y-9.4%23.7%83.0%전체 주주 수익률 보기수익률 대 산업: 5519은 지난 1년 동안 23.7%의 수익을 기록한 TW Construction 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 5519은 지난 1년 동안 83%를 기록한 TW 시장보다 저조한 성과를 냈습니다.주가 변동성Is 5519's price volatile compared to industry and market?5519 volatility5519 Average Weekly Movement3.7%Construction Industry Average Movement5.8%Market Average Movement6.2%10% most volatile stocks in TW Market12.2%10% least volatile stocks in TW Market2.5%안정적인 주가: 5519는 지난 3개월 동안 TW 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 5519의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1971n/aMaoyuan Hungwww.longda.com.tw롱다 건설 및 개발 주식회사는 대만과 일본에서 건설 및 토목 사업을 하고 있습니다. 주거용 주택 및 건물의 개발, 임대, 판매, 호텔 사업 등을 영위하고 있습니다. 1971년에 설립된 롱다 건설 개발 주식회사는 대만 가오슝에 본사를 두고 있습니다.더 보기LongDa Construction & Development Corporation 기초 지표 요약LongDa Construction & Development의 순이익과 매출은 시가총액과 어떻게 비교됩니까?5519 기초 통계시가총액NT$7.15b순이익 (TTM)NT$1.09b매출 (TTM)NT$5.38b6.6x주가수익비율(P/E)1.3x주가매출비율(P/S)5519는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표5519 손익계산서 (TTM)매출NT$5.38b매출원가NT$3.56b총이익NT$1.82b기타 비용NT$730.60m순이익NT$1.09b최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)4.99총이익률33.90%순이익률20.32%부채/자본 비율114.6%5519의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당10.1%현재 배당 수익률66%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 11:56종가2026/05/21 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스LongDa Construction & Development Corporation는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Reported Earnings • May 18First quarter 2026 earnings released: EPS: NT$0.58 (vs NT$0.56 in 1Q 2025)First quarter 2026 results: EPS: NT$0.58 (up from NT$0.56 in 1Q 2025). Revenue: NT$677.0m (down 9.5% from 1Q 2025). Net income: NT$127.9m (up 4.7% from 1Q 2025). Profit margin: 19% (up from 16% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$4.96 (vs NT$3.90 in FY 2024)Full year 2025 results: EPS: NT$4.96 (up from NT$3.90 in FY 2024). Revenue: NT$5.45b (down 13% from FY 2024). Net income: NT$1.09b (up 27% from FY 2024). Profit margin: 20% (up from 14% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Mar 12LongDa Construction & Development Corporation, Annual General Meeting, May 28, 2026LongDa Construction & Development Corporation, Annual General Meeting, May 28, 2026, at 10:30 Taipei Standard Time. Location: 26- floor no,6, min ch`uan 2nd rd., cianjhen district, kaohsiung city Taiwan
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$3.52 (vs NT$0.17 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.52 (up from NT$0.17 in 3Q 2024). Revenue: NT$3.31b (up NT$2.82b from 3Q 2024). Net income: NT$770.6m (up NT$732.2m from 3Q 2024). Profit margin: 23% (up from 7.8% 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 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.23 (vs NT$0.48 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.23 (down from NT$0.48 in 2Q 2024). Revenue: NT$401.0m (down 45% from 2Q 2024). Net income: NT$51.2m (down 51% from 2Q 2024). Profit margin: 13% (down from 14% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Declared Dividend • May 31Dividend increased to NT$3.00Dividend of NT$3.00 is 36% higher than last year. Ex-date: 17th June 2025 Payment date: 18th July 2025 Dividend yield will be 8.5%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio) and 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 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 2.7% to bring the payout ratio under control, which is less than the 8.8% EPS growth achieved over the last 5 years.
Reported Earnings • May 18First quarter 2026 earnings released: EPS: NT$0.58 (vs NT$0.56 in 1Q 2025)First quarter 2026 results: EPS: NT$0.58 (up from NT$0.56 in 1Q 2025). Revenue: NT$677.0m (down 9.5% from 1Q 2025). Net income: NT$127.9m (up 4.7% from 1Q 2025). Profit margin: 19% (up from 16% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$4.96 (vs NT$3.90 in FY 2024)Full year 2025 results: EPS: NT$4.96 (up from NT$3.90 in FY 2024). Revenue: NT$5.45b (down 13% from FY 2024). Net income: NT$1.09b (up 27% from FY 2024). Profit margin: 20% (up from 14% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Mar 12LongDa Construction & Development Corporation, Annual General Meeting, May 28, 2026LongDa Construction & Development Corporation, Annual General Meeting, May 28, 2026, at 10:30 Taipei Standard Time. Location: 26- floor no,6, min ch`uan 2nd rd., cianjhen district, kaohsiung city Taiwan
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$3.52 (vs NT$0.17 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.52 (up from NT$0.17 in 3Q 2024). Revenue: NT$3.31b (up NT$2.82b from 3Q 2024). Net income: NT$770.6m (up NT$732.2m from 3Q 2024). Profit margin: 23% (up from 7.8% 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 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.23 (vs NT$0.48 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.23 (down from NT$0.48 in 2Q 2024). Revenue: NT$401.0m (down 45% from 2Q 2024). Net income: NT$51.2m (down 51% from 2Q 2024). Profit margin: 13% (down from 14% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Declared Dividend • May 31Dividend increased to NT$3.00Dividend of NT$3.00 is 36% higher than last year. Ex-date: 17th June 2025 Payment date: 18th July 2025 Dividend yield will be 8.5%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio) and 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 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 2.7% to bring the payout ratio under control, which is less than the 8.8% EPS growth achieved over the last 5 years.
공시 • May 30LongDa Construction & Development Corporation Announces Cash Dividends, Payable on July 18, 2025LongDa Construction & Development Corporation announced cash dividends on common shares of TWD 657,591,540, TWD 3 per share. Date of the resolution by the board of directors or shareholders meeting or decision by the Company: May 29, 2025 . Ex-rights (ex-dividend) trading date is June 17, 2025. Ex-rights (ex-dividend) record date is June 23, 2025. Payment date of common stock cash dividend distribution is July 18, 2025.
Reported Earnings • May 09First quarter 2025 earnings released: EPS: NT$0.56 (vs NT$1.22 in 1Q 2024)First quarter 2025 results: EPS: NT$0.56 (down from NT$1.22 in 1Q 2024). Revenue: NT$747.9m (down 69% from 1Q 2024). Net income: NT$122.2m (down 54% from 1Q 2024). Profit margin: 16% (up from 11% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 01LongDa Construction & Development Corporation to Report Q1, 2025 Results on May 08, 2025LongDa Construction & Development Corporation announced that they will report Q1, 2025 results on May 08, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$30.65, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 16x in the Construction industry in Taiwan. Total returns to shareholders of 65% over the past three years.
Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NT$3.90 (vs NT$3.69 in FY 2023)Full year 2024 results: EPS: NT$3.90 (up from NT$3.69 in FY 2023). Revenue: NT$6.25b (up 43% from FY 2023). Net income: NT$855.4m (up 5.8% from FY 2023). Profit margin: 14% (down from 19% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 16% per year.
공시 • Mar 11LongDa Construction & Development Corporation, Annual General Meeting, May 29, 2025LongDa Construction & Development Corporation, Annual General Meeting, May 29, 2025, at 10:30 Taipei Standard Time. Location: 26- floor no,6, min ch`uan 2nd rd., cianjhen district, kaohsiung city Taiwan
공시 • Mar 01LongDa Construction & Development Corporation to Report Fiscal Year 2024 Results on Mar 10, 2025LongDa Construction & Development Corporation announced that they will report fiscal year 2024 results on Mar 10, 2025
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$0.18 (vs NT$0.22 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.18 (down from NT$0.22 in 3Q 2023). Revenue: NT$490.3m (up 18% from 3Q 2023). Net income: NT$38.4m (down 22% from 3Q 2023). Profit margin: 7.8% (down from 12% 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 16% per year whereas the company’s share price has increased by 19% per year.
공시 • Nov 05LongDa Construction & Development Corporation to Report Q3, 2024 Results on Nov 12, 2024LongDa Construction & Development Corporation announced that they will report Q3, 2024 results on Nov 12, 2024
분석 기사 • Sep 23LongDa Construction & Development Corporation's (TWSE:5519) Price Is Right But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 8.9x LongDa Construction & Development Corporation ( TWSE:5519 ) may be...
Buy Or Sell Opportunity • Aug 30Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 9.2% to NT$47.65. The fair value is estimated to be NT$38.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 17%.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: NT$0.48 (vs NT$0.83 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.48 (down from NT$0.83 in 2Q 2023). Revenue: NT$724.5m (down 17% from 2Q 2023). Net income: NT$104.2m (down 43% from 2Q 2023). Profit margin: 14% (down from 21% in 2Q 2023). The decrease in margin was driven by lower 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 32% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$44.25, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 17x in the Construction industry in Taiwan. Total returns to shareholders of 172% over the past three years.
공시 • Aug 03LongDa Construction & Development Corporation to Report Q2, 2024 Results on Aug 12, 2024LongDa Construction & Development Corporation announced that they will report Q2, 2024 results on Aug 12, 2024
Upcoming Dividend • Jun 11Upcoming dividend of NT$2.20 per shareEligible shareholders must have bought the stock before 18 June 2024. Payment date: 18 July 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (3.6%).
분석 기사 • Jun 10Investors Still Aren't Entirely Convinced By LongDa Construction & Development Corporation's (TWSE:5519) Earnings Despite 25% Price JumpLongDa Construction & Development Corporation ( TWSE:5519 ) shares have continued their recent momentum with a 25% gain...
New Risk • Jun 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% 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: Minor Risks High level of debt (81% net debt to equity). 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 (8.2% average weekly change). Large one-off items impacting financial results.
분석 기사 • Jun 03LongDa Construction & Development (TWSE:5519) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$48.00, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 16x in the Construction industry in Taiwan. Total returns to shareholders of 182% over the past three years.
공시 • Jun 01LongDa Construction & Development Corporation Announces Audit Committee ChangesLongDa Construction & Development Corporation announced the company's third audit committee. Name of the previous position holder: Lin, Xiangkai; Jiang, Yongzheng; Resume of the previous position holder: Lin, Xiangkai Independent Director of Longda Construction Co., Ltd; Jiang, Yongzheng Independent Director of Longda Construction Co. Ltd. Name of the new position holder: Lin, Xiangkai; Jiang, Yongzheng; Lai, Biying. Resume of the new position holder: Lin, Xiangkai Independent Director of Longda Construction Co. Ltd.; Jiang, Yongzheng Independent Director of Longda Construction Co. Ltd.; Lai, Biying Professor, Department of Real Estate Management, National Pingtung University. Effective date of the new member is May 31, 2024.
Reported Earnings • May 13First quarter 2024 earnings released: EPS: NT$1.22 (vs NT$0.27 in 1Q 2023)First quarter 2024 results: EPS: NT$1.22 (up from NT$0.27 in 1Q 2023). Revenue: NT$2.42b (up 448% from 1Q 2023). Net income: NT$266.4m (up 352% from 1Q 2023). Profit margin: 11% (down from 13% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 03LongDa Construction & Development Corporation to Report Q1, 2024 Results on May 10, 2024LongDa Construction & Development Corporation announced that they will report Q1, 2024 results on May 10, 2024
New Risk • May 02New 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 Debt is not well covered by operating cash flow (11% operating cash flow to total debt). 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 (6.7% average weekly change).
Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$52.00, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 18x in the Construction industry in Taiwan. Total returns to shareholders of 197% over the past three years.
분석 기사 • Apr 24LongDa Construction & Development Corporation's (TWSE:5519) Low P/E No Reason For ExcitementWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") above 23x, you may consider...
Buy Or Sell Opportunity • Apr 18Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 46% to NT$42.50. The fair value is estimated to be NT$33.87, 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 20%.
Buy Or Sell Opportunity • Apr 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to NT$40.90. The fair value is estimated to be NT$34.01, 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 20%.
공시 • Mar 12LongDa Construction & Development Corporation, Annual General Meeting, May 31, 2024LongDa Construction & Development Corporation, Annual General Meeting, May 31, 2024. Location: Room 2, F26, No. 6 Minquan Second Road Qianzhen District Kaohsiung City Taiwan Agenda: To consider 2023 Business Report; to consider the Audit Committee's review report on the Company's statements for 2023; to consider Distribution of employee remunerations and director remunerations in 2023; to consider 2023 earnings distribution proposaland Cash Dividend Status Report; to consider Amendments to the Procedures of the Board of Directors.
Reported Earnings • Mar 12Full year 2023 earnings released: EPS: NT$3.69 (vs NT$4.13 in FY 2022)Full year 2023 results: EPS: NT$3.69 (down from NT$4.13 in FY 2022). Revenue: NT$4.37b (down 7.4% from FY 2022). Net income: NT$808.4m (down 11% from FY 2022). Profit margin: 19% (in line with FY 2022). 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.
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: NT$0.83 (vs NT$0.81 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.83 (up from NT$0.81 in 2Q 2022). Revenue: NT$872.9m (down 38% from 2Q 2022). Net income: NT$182.7m (up 2.8% from 2Q 2022). Profit margin: 21% (up from 13% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 06Upcoming dividend of NT$2.10 per share at 8.4% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 10 August 2023. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 8.4%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (5.5%).
공시 • Jun 16LongDa Construction & Development Corporation Declares Common Stock Cash DividendLongDa Construction & Development Corporation declared a common stock cash dividend of TWD 460,314,078, allotment of TWD 2.1 per share. Ex-rights (ex-dividend) trading date is July 13, 2023. Ex-rights (ex-dividend) record date is July 19, 2023.
공시 • May 10Longda Construction & Development Corporation Announces Executive ChangesLongDa Construction & Development Corporation announced position adjustment of Wu-Tsung Chen from the position of CEO to the position of Chief Strategy Officer. Effective date is May 10, 2023.
Reported Earnings • Feb 25Full year 2022 earnings released: EPS: NT$4.13 (vs NT$2.73 in FY 2021)Full year 2022 results: EPS: NT$4.13 (up from NT$2.73 in FY 2021). Revenue: NT$4.71b (flat on FY 2021). Net income: NT$905.8m (up 51% from FY 2021). Profit margin: 19% (up from 13% in FY 2021). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Xiangkai Lin was the last independent director to join the board, commencing their role in 2018. 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 10Third quarter 2022 earnings released: EPS: NT$2.06 (vs NT$0.30 in 3Q 2021)Third quarter 2022 results: EPS: NT$2.06 (up from NT$0.30 in 3Q 2021). Revenue: NT$1.89b (up 160% from 3Q 2021). Net income: NT$450.9m (up NT$385.8m from 3Q 2021). Profit margin: 24% (up from 9.0% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 12% per year.
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: NT$0.81 (vs NT$0.84 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.81 (down from NT$0.84 in 2Q 2021). Revenue: NT$1.41b (up 5.9% from 2Q 2021). Net income: NT$177.8m (down 3.5% from 2Q 2021). Profit margin: 13% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 01Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 08 August 2022. Payment date: 06 September 2022. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 8.9%. Within top quartile of Taiwanese dividend payers (6.6%). Higher than average of industry peers (6.3%).
공시 • Jul 24Longda Construction & Development Corporation Declares DividendLongDa Construction & Development Corporation declared a common stock cash dividend of TWD 438,394,360, allotment of TWD 2 per share. Ex-rights (ex-dividend) trading date is August 8, 2022. Ex-rights (ex-dividend) record date is August 14, 2022.
Reported Earnings • May 17First quarter 2022 earnings released: EPS: NT$0.24 (vs NT$0.19 in 1Q 2021)First quarter 2022 results: EPS: NT$0.24 (up from NT$0.19 in 1Q 2021). Revenue: NT$420.7m (down 28% from 1Q 2021). Net income: NT$51.5m (up 22% from 1Q 2021). Profit margin: 12% (up from 7.3% 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 7% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Buying Opportunity • Apr 11Now 20% undervaluedOver the last 90 days, the stock is up 3.3%. The fair value is estimated to be NT$29.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has declined by 9.3%.
Buying Opportunity • Feb 14Now 21% undervaluedOver the last 90 days, the stock is up 8.2%. The fair value is estimated to be NT$29.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has declined by 6.3% per annum over the last 3 years.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$0.30 (vs NT$0.72 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$726.7m (down 42% from 3Q 2020). Net income: NT$65.1m (down 59% from 3Q 2020). Profit margin: 9.0% (down from 13% in 3Q 2020). The decrease in margin was driven by lower revenue. 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 24% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 23Upcoming dividend of NT$1.80 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 30 September 2021. Trailing yield: 8.2%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (5.1%).
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.84 (vs NT$0.16 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$1.33b (up 136% from 2Q 2020). Net income: NT$184.3m (up 430% from 2Q 2020). Profit margin: 14% (up from 6.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$0.19 (vs NT$0.27 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: NT$580.4m (up 42% from 1Q 2020). Net income: NT$42.4m (down 27% from 1Q 2020). Profit margin: 7.3% (down from 14% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$23.75, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 16x in the Construction industry in Taiwan. Total returns to shareholders of 133% over the past three years.
분석 기사 • Apr 07Calculating The Intrinsic Value Of LongDa Construction & Development Corporation (TPE:5519)How far off is LongDa Construction & Development Corporation ( TPE:5519 ) from its intrinsic value? Using the most...
분석 기사 • Mar 23Is LongDa Construction & Development Corporation (TPE:5519) The Right Choice For A Smart Dividend Investor?Is LongDa Construction & Development Corporation ( TPE:5519 ) a good dividend stock? How can we tell? Dividend paying...
Reported Earnings • Mar 12Full year 2020 earnings released: EPS NT$2.07 (vs NT$2.43 in FY 2019)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2020 results: Revenue: NT$3.41b (down 22% from FY 2019). Net income: NT$453.1m (down 7.4% from FY 2019). Profit margin: 13% (up from 11% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 19% per year.
공시 • Mar 11LongDa Construction & Development Corporation, Annual General Meeting, May 25, 2021LongDa Construction & Development Corporation, Annual General Meeting, May 25, 2021.
분석 기사 • Mar 09LongDa Construction & Development Corporation's (TPE:5519) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?LongDa Construction & Development's (TPE:5519) stock is up by a considerable 24% over the past month. As most would...
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$18.00, the stock is trading at a trailing P/E ratio of 11.4x, up from the previous P/E ratio of 9.6x. This compares to an average P/E of 17x in the Construction industry in Taiwan. Total returns to shareholders over the past three years are 104%.
Is New 90 Day High Low • Feb 24New 90-day high: NT$17.00The company is up 9.0% from its price of NT$15.60 on 26 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Construction industry, which is up 2.0% over the same period.
분석 기사 • Feb 15These 4 Measures Indicate That LongDa Construction & Development (TPE:5519) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Jan 26Is LongDa Construction & Development (TPE:5519) Likely To Turn Things Around?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Is New 90 Day High Low • Jan 15New 90-day low: NT$14.75The company is down 2.0% from its price of NT$15.05 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 2.0% over the same period.
분석 기사 • Jan 08Did You Participate In Any Of LongDa Construction & Development's (TPE:5519) Respectable 73% Return?Thanks in no small measure to Vanguard founder Jack Bogle, it's easy buy a low cost index fund, which should provide...
분석 기사 • Dec 21Key Things To Consider Before Buying LongDa Construction & Development Corporation (TPE:5519) For Its DividendToday we'll take a closer look at LongDa Construction & Development Corporation ( TPE:5519 ) from a dividend investor's...
분석 기사 • Nov 24Does LongDa Construction & Development's (TPE:5519) Statutory Profit Adequately Reflect Its Underlying Profit?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said...
Reported Earnings • Nov 10Third quarter 2020 earnings released: EPS NT$0.72The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2020 results: Revenue: NT$1.25b (up 123% from 3Q 2019). Net income: NT$158.0m (up 81% from 3Q 2019). Profit margin: 13% (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 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Sep 22New 90-day low: NT$14.90The company is down 5.0% from its price of NT$15.65 on 24 June 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 9.0% over the same period.
