J&B International (4442) 주식 개요는 대만 및 국제적으로 기능성 원단을 생산 및 판매하는 회사입니다. 자세히 보기4442 펀더멘털 분석스노우플레이크 점수가치 평가4/6미래 성장0/6과거 실적3/6재무 건전성6/6배당3/6강점공정 가치 추정치보다 낮은 39.1% 에서 거래지난 1년간 수익이 29% 증가했습니다.위험 분석높은 수준의 비현금 수입의미 있는 시가총액이 없습니다(NT$2B)6.88% 의 배당금은 잉여현금흐름으로 잘 충당되지 않습니다.모든 위험 점검 보기4442 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$50.90421.0% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue NT$1.7bEarnings NT$144.6mAdvancedSet Fair ValueView all narrativesJ&B International Inc. 경쟁사Kwang Ming Silk MillSymbol: TPEX:4420Market cap: NT$1.6bBig Sun ShineSymbol: TWSE:1475Market cap: NT$1.7bToung Loong Textile Mfg.Co.LtdSymbol: TPEX:4401Market cap: NT$1.7bSingtex IndustrialSymbol: TPEX:4433Market cap: NT$1.2b가격 이력 및 성과J&B International 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가NT$50.9052주 최고가NT$78.6052주 최저가NT$41.05베타-0.611개월 변동-10.07%3개월 변동n/a1년 변동0.79%3년 변동n/a5년 변동n/aIPO 이후 변동66.07%최근 뉴스 및 업데이트Reported Earnings • May 16First quarter 2026 earnings released: EPS: NT$1.00 (vs NT$1.59 in 1Q 2025)First quarter 2026 results: EPS: NT$1.00 (down from NT$1.59 in 1Q 2025). Revenue: NT$437.1m (up 6.5% from 1Q 2025). Net income: NT$37.2m (down 16% from 1Q 2025). Profit margin: 8.5% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses.New Risk • Mar 24New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 78% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (78% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (NT$1.88b market cap, or US$58.9m).Reported Earnings • Mar 15Full year 2025 earnings released: EPS: NT$5.23 (vs NT$3.19 in FY 2024)Full year 2025 results: EPS: NT$5.23 (up from NT$3.19 in FY 2024). Revenue: NT$1.67b (up 30% from FY 2024). Net income: NT$151.7m (up 73% from FY 2024). Profit margin: 9.1% (up from 6.8% in FY 2024). The increase in margin was driven by higher revenue.공시 • Mar 11+ 1 more updateJ&B International Inc., Annual General Meeting, May 25, 2026J&B International Inc., Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 4 floor no,101, wan pan rd., banciao district, new taipei city TaiwanBoard Change • Mar 02Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Director Cing-Yi Chen was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$64.40, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 19x in the Luxury industry in Taiwan. Total returns to shareholders of 72% over the past year.더 많은 업데이트 보기Recent updatesReported Earnings • May 16First quarter 2026 earnings released: EPS: NT$1.00 (vs NT$1.59 in 1Q 2025)First quarter 2026 results: EPS: NT$1.00 (down from NT$1.59 in 1Q 2025). Revenue: NT$437.1m (up 6.5% from 1Q 2025). Net income: NT$37.2m (down 16% from 1Q 2025). Profit margin: 8.5% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses.New Risk • Mar 24New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 78% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (78% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (NT$1.88b market cap, or US$58.9m).Reported Earnings • Mar 15Full year 2025 earnings released: EPS: NT$5.23 (vs NT$3.19 in FY 2024)Full year 2025 results: EPS: NT$5.23 (up from NT$3.19 in FY 2024). Revenue: NT$1.67b (up 30% from FY 2024). Net income: NT$151.7m (up 73% from FY 2024). Profit margin: 9.1% (up from 6.8% in FY 2024). The increase in margin was driven by higher revenue.공시 • Mar 11+ 1 more updateJ&B International Inc., Annual General Meeting, May 25, 2026J&B International Inc., Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 4 floor no,101, wan pan rd., banciao district, new taipei city TaiwanBoard Change • Mar 02Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Director Cing-Yi Chen was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$64.40, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 19x in the Luxury industry in Taiwan. Total returns to shareholders of 72% over the past year.Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$1.00 (vs NT$0.45 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.00 (up from NT$0.45 in 3Q 2024). Revenue: NT$359.8m (up 40% from 3Q 2024). Net income: NT$29.4m (up 138% from 3Q 2024). Profit margin: 8.2% (up from 4.8% in 3Q 2024). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$49.30, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 20x in the Luxury industry in Taiwan. Total returns to shareholders of 62% over the past year.Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: NT$1.41 (vs NT$0.88 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.41 (up from NT$0.88 in 2Q 2024). Revenue: NT$450.9m (up 48% from 2Q 2024). Net income: NT$39.3m (up 63% from 2Q 2024). Profit margin: 8.7% (up from 7.9% in 2Q 2024). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$57.40, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 18x in the Luxury industry in Taiwan. Total returns to shareholders of 130% over the past year.Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$53.00, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 16x in the Luxury industry in Taiwan. Total returns to shareholders of 128% over the past year.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 Earnings have declined by 0.3% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (NT$1.32b market cap, or US$45.3m).Buy Or Sell Opportunity • Jun 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to NT$44.00. The fair value is estimated to be NT$55.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has grown by 128%.Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$1.59 (vs NT$0.72 in 1Q 2024)First quarter 2025 results: EPS: NT$1.59 (up from NT$0.72 in 1Q 2024). Revenue: NT$410.5m (up 30% from 1Q 2024). Net income: NT$44.2m (up 122% from 1Q 2024). Profit margin: 11% (up from 6.3% in 1Q 2024). The increase in margin was driven by higher revenue.공시 • May 01J&B International Inc. to Report Q1, 2025 Results on May 09, 2025J&B International Inc. announced that they will report Q1, 2025 results on May 09, 2025Upcoming Dividend • Apr 16Upcoming dividend of NT$2.47 per shareEligible shareholders must have bought the stock before 23 April 2025. Payment date: 26 May 2025. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 5.3%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (4.3%).Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to NT$42.50, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 17x in the Luxury industry in Taiwan. Total returns to shareholders of 92% over the past year.Reported Earnings • Mar 27Full year 2024 earnings released: EPS: NT$3.19 (vs NT$1.30 in FY 2023)Full year 2024 results: EPS: NT$3.19 (up from NT$1.30 in FY 2023). Revenue: NT$1.29b (up 14% from FY 2023). Net income: NT$87.8m (up 174% from FY 2023). Profit margin: 6.8% (up from 2.8% in FY 2023). The increase in margin was driven by higher revenue.공시 • Mar 15J&B International Inc. Announces Cash Dividend, Payable on May 26, 2025J&B International Inc. announced cash dividend of TWD 69,141,895. Ex-rights (Ex-dividend) date: April 23, 2025. Ex-rights (Ex-dividend) record date: April 29, 2025. Payment date of cash dividend distribution: May 26, 2025. Date of the resolution by the board of directors or shareholders’ meeting, or of the decision by the company: March 13, 2025.공시 • Mar 14J&B International Inc., Annual General Meeting, Jun 23, 2025J&B International Inc., Annual General Meeting, Jun 23, 2025. Location: b2 floor building. l no,716, chung cheng rd., jhonghe district, new taipei city Taiwan공시 • Mar 06J&B International Inc. to Report Q4, 2024 Results on Mar 13, 2025J&B International Inc. announced that they will report Q4, 2024 results on Mar 13, 2025Board Change • Feb 12Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Cing-Yi Chen was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$47.80, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 23x in the Luxury industry in Taiwan. Total returns to shareholders of 95% over the past year.Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: NT$0.45 (vs NT$0.019 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.45 (up from NT$0.019 in 3Q 2023). Revenue: NT$257.0m (up 17% from 3Q 2023). Net income: NT$12.3m (up NT$11.9m from 3Q 2023). Profit margin: 4.8% (up from 0.2% in 3Q 2023). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$42.00, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 23x in the Luxury industry in Taiwan.공시 • Nov 01J&B International Inc. to Report Q3, 2024 Results on Nov 08, 2024J&B International Inc. announced that they will report Q3, 2024 results on Nov 08, 2024Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$33.65, the stock trades at a trailing P/E ratio of 16.3x. Average trailing P/E is 21x in the Luxury industry in Taiwan.Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: NT$0.88 (vs NT$0.53 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.88 (up from NT$0.53 in 2Q 2023). Revenue: NT$304.1m (up 27% from 2Q 2023). Net income: NT$24.1m (up 86% from 2Q 2023). Profit margin: 7.9% (up from 5.4% in 2Q 2023). The increase in margin was driven by higher revenue.공시 • Aug 16J&B International Inc. to Report Q2, 2024 Results on Aug 23, 2024J&B International Inc. announced that they will report Q2, 2024 results on Aug 23, 2024New Risk • Jun 26New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 2.8% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 8.6% over the past year. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Short dividend paying track record (less than a year of continuous dividend payments). Market cap is less than US$100m (NT$798.3m market cap, or US$24.5m).New Risk • Jun 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 8.6% over the past year. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Market cap is less than US$100m (NT$766.7m market cap, or US$23.6m).공시 • May 02J&B International Inc. to Report Q1, 2024 Results on May 07, 2024J&B International Inc. announced that they will report Q1, 2024 results on May 07, 2024공시 • Mar 14J&B International Inc., Annual General Meeting, Jun 17, 2024J&B International Inc., Annual General Meeting, Jun 17, 2024. Location: B2,No.716,Zhongzheng Rd.,Zhonghe Dist., New Taipei City,Taiwan(R.O.C.)(management committee meeting room, Zhonghe Taiwan Agenda: To consider the 2023 business report; to consider the Audit Committee's review of the 2023 annual final accounting books and statements ; to consider the Report on 2023 employees' and directors' remuneration ; to consider the Report on Director Remuneration for the year 2023; to consider the Related party transaction report case in 2023.공시 • Dec 29J&B International Inc. Announces Appointment of Information Security SupervisorJ&B International Inc. announced establishment of Information Security Supervisor. Name, title, and resume of the new position holder: Chang,Chiang-Kuo/Assistant Manager of Information Department. Type of change: new replacement. Effective date: 27 December 2023.주주 수익률4442TW LuxuryTW 시장7D-0.2%-0.2%2.6%1Y0.8%-21.2%94.7%전체 주주 수익률 보기수익률 대 산업: 4442은 지난 1년 동안 -21.2%의 수익을 기록한 TW Luxury 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 4442은 지난 1년 동안 94.7%를 기록한 TW 시장보다 저조한 성과를 냈습니다.주가 변동성Is 4442's price volatile compared to industry and market?4442 volatility4442 Average Weekly Movement4.3%Luxury Industry Average Movement3.8%Market Average Movement6.2%10% most volatile stocks in TW Market12.2%10% least volatile stocks in TW Market2.5%안정적인 주가: 4442는 지난 3개월 동안 TW 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 4442의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1999n/aZhiwei Xiaowww.jb-group.com.tw는 대만 및 국제적으로 기능성 원단을 생산 및 판매하는 회사입니다. 이 회사는 스포츠, 요가, 아웃도어, 스노보드, 서핑, 애슬레저, 작업복 및 PPE 원단을 제공합니다. 는 1999년에 설립되었으며 대만 신베이시에 본사를 두고 있습니다.더 보기J&B International Inc. 기초 지표 요약J&B International의 순이익과 매출은 시가총액과 어떻게 비교됩니까?4442 기초 통계시가총액NT$1.60b순이익 (TTM)NT$144.64m매출 (TTM)NT$1.70b11.1x주가수익비율(P/E)0.9x주가매출비율(P/S)4442는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표4442 손익계산서 (TTM)매출NT$1.70b매출원가NT$1.23b총이익NT$466.92m기타 비용NT$322.28m순이익NT$144.64m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)4.60총이익률27.51%순이익률8.52%부채/자본 비율7.9%4442의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당6.9%현재 배당 수익률66%배당 성향4442는 안정적으로 배당을 지급합니까?4442 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 4442를 매수해야 하나요?J&B International 배당 일정배당락일Jun 23 2026배당 지급일Jul 17 2026배당락일까지 남은 일수30 days배당 지급일까지 남은 일수54 days4442는 안정적으로 배당을 지급합니까?4442 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 17:57종가2026/05/22 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 소스J&B International Inc.는 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 16First quarter 2026 earnings released: EPS: NT$1.00 (vs NT$1.59 in 1Q 2025)First quarter 2026 results: EPS: NT$1.00 (down from NT$1.59 in 1Q 2025). Revenue: NT$437.1m (up 6.5% from 1Q 2025). Net income: NT$37.2m (down 16% from 1Q 2025). Profit margin: 8.5% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses.
New Risk • Mar 24New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 78% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (78% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (NT$1.88b market cap, or US$58.9m).
Reported Earnings • Mar 15Full year 2025 earnings released: EPS: NT$5.23 (vs NT$3.19 in FY 2024)Full year 2025 results: EPS: NT$5.23 (up from NT$3.19 in FY 2024). Revenue: NT$1.67b (up 30% from FY 2024). Net income: NT$151.7m (up 73% from FY 2024). Profit margin: 9.1% (up from 6.8% in FY 2024). The increase in margin was driven by higher revenue.
공시 • Mar 11+ 1 more updateJ&B International Inc., Annual General Meeting, May 25, 2026J&B International Inc., Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 4 floor no,101, wan pan rd., banciao district, new taipei city Taiwan
Board Change • Mar 02Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Director Cing-Yi Chen was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$64.40, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 19x in the Luxury industry in Taiwan. Total returns to shareholders of 72% over the past year.
Reported Earnings • May 16First quarter 2026 earnings released: EPS: NT$1.00 (vs NT$1.59 in 1Q 2025)First quarter 2026 results: EPS: NT$1.00 (down from NT$1.59 in 1Q 2025). Revenue: NT$437.1m (up 6.5% from 1Q 2025). Net income: NT$37.2m (down 16% from 1Q 2025). Profit margin: 8.5% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses.
New Risk • Mar 24New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 78% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (78% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (NT$1.88b market cap, or US$58.9m).
Reported Earnings • Mar 15Full year 2025 earnings released: EPS: NT$5.23 (vs NT$3.19 in FY 2024)Full year 2025 results: EPS: NT$5.23 (up from NT$3.19 in FY 2024). Revenue: NT$1.67b (up 30% from FY 2024). Net income: NT$151.7m (up 73% from FY 2024). Profit margin: 9.1% (up from 6.8% in FY 2024). The increase in margin was driven by higher revenue.
공시 • Mar 11+ 1 more updateJ&B International Inc., Annual General Meeting, May 25, 2026J&B International Inc., Annual General Meeting, May 25, 2026, at 09:00 Taipei Standard Time. Location: 4 floor no,101, wan pan rd., banciao district, new taipei city Taiwan
Board Change • Mar 02Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Director Cing-Yi Chen was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$64.40, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 19x in the Luxury industry in Taiwan. Total returns to shareholders of 72% over the past year.
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: NT$1.00 (vs NT$0.45 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.00 (up from NT$0.45 in 3Q 2024). Revenue: NT$359.8m (up 40% from 3Q 2024). Net income: NT$29.4m (up 138% from 3Q 2024). Profit margin: 8.2% (up from 4.8% in 3Q 2024). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$49.30, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 20x in the Luxury industry in Taiwan. Total returns to shareholders of 62% over the past year.
Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: NT$1.41 (vs NT$0.88 in 2Q 2024)Second quarter 2025 results: EPS: NT$1.41 (up from NT$0.88 in 2Q 2024). Revenue: NT$450.9m (up 48% from 2Q 2024). Net income: NT$39.3m (up 63% from 2Q 2024). Profit margin: 8.7% (up from 7.9% in 2Q 2024). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$57.40, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 18x in the Luxury industry in Taiwan. Total returns to shareholders of 130% over the past year.
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$53.00, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 16x in the Luxury industry in Taiwan. Total returns to shareholders of 128% over the past year.
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 Earnings have declined by 0.3% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (NT$1.32b market cap, or US$45.3m).
Buy Or Sell Opportunity • Jun 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to NT$44.00. The fair value is estimated to be NT$55.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has grown by 128%.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$1.59 (vs NT$0.72 in 1Q 2024)First quarter 2025 results: EPS: NT$1.59 (up from NT$0.72 in 1Q 2024). Revenue: NT$410.5m (up 30% from 1Q 2024). Net income: NT$44.2m (up 122% from 1Q 2024). Profit margin: 11% (up from 6.3% in 1Q 2024). The increase in margin was driven by higher revenue.
공시 • May 01J&B International Inc. to Report Q1, 2025 Results on May 09, 2025J&B International Inc. announced that they will report Q1, 2025 results on May 09, 2025
Upcoming Dividend • Apr 16Upcoming dividend of NT$2.47 per shareEligible shareholders must have bought the stock before 23 April 2025. Payment date: 26 May 2025. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 5.3%. Within top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (4.3%).
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to NT$42.50, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 17x in the Luxury industry in Taiwan. Total returns to shareholders of 92% over the past year.
Reported Earnings • Mar 27Full year 2024 earnings released: EPS: NT$3.19 (vs NT$1.30 in FY 2023)Full year 2024 results: EPS: NT$3.19 (up from NT$1.30 in FY 2023). Revenue: NT$1.29b (up 14% from FY 2023). Net income: NT$87.8m (up 174% from FY 2023). Profit margin: 6.8% (up from 2.8% in FY 2023). The increase in margin was driven by higher revenue.
공시 • Mar 15J&B International Inc. Announces Cash Dividend, Payable on May 26, 2025J&B International Inc. announced cash dividend of TWD 69,141,895. Ex-rights (Ex-dividend) date: April 23, 2025. Ex-rights (Ex-dividend) record date: April 29, 2025. Payment date of cash dividend distribution: May 26, 2025. Date of the resolution by the board of directors or shareholders’ meeting, or of the decision by the company: March 13, 2025.
공시 • Mar 14J&B International Inc., Annual General Meeting, Jun 23, 2025J&B International Inc., Annual General Meeting, Jun 23, 2025. Location: b2 floor building. l no,716, chung cheng rd., jhonghe district, new taipei city Taiwan
공시 • Mar 06J&B International Inc. to Report Q4, 2024 Results on Mar 13, 2025J&B International Inc. announced that they will report Q4, 2024 results on Mar 13, 2025
Board Change • Feb 12Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Cing-Yi Chen was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$47.80, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 23x in the Luxury industry in Taiwan. Total returns to shareholders of 95% over the past year.
Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: NT$0.45 (vs NT$0.019 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.45 (up from NT$0.019 in 3Q 2023). Revenue: NT$257.0m (up 17% from 3Q 2023). Net income: NT$12.3m (up NT$11.9m from 3Q 2023). Profit margin: 4.8% (up from 0.2% in 3Q 2023). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$42.00, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 23x in the Luxury industry in Taiwan.
공시 • Nov 01J&B International Inc. to Report Q3, 2024 Results on Nov 08, 2024J&B International Inc. announced that they will report Q3, 2024 results on Nov 08, 2024
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$33.65, the stock trades at a trailing P/E ratio of 16.3x. Average trailing P/E is 21x in the Luxury industry in Taiwan.
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: NT$0.88 (vs NT$0.53 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.88 (up from NT$0.53 in 2Q 2023). Revenue: NT$304.1m (up 27% from 2Q 2023). Net income: NT$24.1m (up 86% from 2Q 2023). Profit margin: 7.9% (up from 5.4% in 2Q 2023). The increase in margin was driven by higher revenue.
공시 • Aug 16J&B International Inc. to Report Q2, 2024 Results on Aug 23, 2024J&B International Inc. announced that they will report Q2, 2024 results on Aug 23, 2024
New Risk • Jun 26New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 2.8% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 8.6% over the past year. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Short dividend paying track record (less than a year of continuous dividend payments). Market cap is less than US$100m (NT$798.3m market cap, or US$24.5m).
New Risk • Jun 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 8.6% over the past year. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Market cap is less than US$100m (NT$766.7m market cap, or US$23.6m).
공시 • May 02J&B International Inc. to Report Q1, 2024 Results on May 07, 2024J&B International Inc. announced that they will report Q1, 2024 results on May 07, 2024
공시 • Mar 14J&B International Inc., Annual General Meeting, Jun 17, 2024J&B International Inc., Annual General Meeting, Jun 17, 2024. Location: B2,No.716,Zhongzheng Rd.,Zhonghe Dist., New Taipei City,Taiwan(R.O.C.)(management committee meeting room, Zhonghe Taiwan Agenda: To consider the 2023 business report; to consider the Audit Committee's review of the 2023 annual final accounting books and statements ; to consider the Report on 2023 employees' and directors' remuneration ; to consider the Report on Director Remuneration for the year 2023; to consider the Related party transaction report case in 2023.
공시 • Dec 29J&B International Inc. Announces Appointment of Information Security SupervisorJ&B International Inc. announced establishment of Information Security Supervisor. Name, title, and resume of the new position holder: Chang,Chiang-Kuo/Assistant Manager of Information Department. Type of change: new replacement. Effective date: 27 December 2023.
