View Financial HealthSampo 배당 및 자사주 매입배당 기준 점검 3/6Sampo 은(는) 현재 수익률이 6.49% 인 배당금 지급 회사입니다.핵심 정보6.5%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률3.7%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향91%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Apr 09Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 16 April 2026. Payment date: 14 May 2026. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 5.9%. Within top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (4.4%).Declared Dividend • Mar 12Dividend of NT$1.50 announcedDividend of NT$1.50 is the same as last year. Ex-date: 16th April 2026 Payment date: 14th May 2026 Dividend yield will be 6.0%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is not adequately covered by earnings (91% 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 1.8% 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 1.3% to bring the payout ratio under control. However, EPS has declined by 19% over the last 5 years so the company would need to reverse this trend.Upcoming Dividend • Apr 05Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 11 April 2025. Payment date: 14 May 2025. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 5.3%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (4.2%).분석 기사 • Mar 16Sampo's (TWSE:1604) Dividend Will Be NT$1.50The board of Sampo Corporation ( TWSE:1604 ) has announced that it will pay a dividend of NT$1.50 per share on the 14th...Declared Dividend • Mar 15Dividend of NT$1.50 announcedDividend of NT$1.50 is the same as last year. Ex-date: 11th April 2025 Payment date: 14th May 2025 Dividend yield will be 5.3%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (73% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.Upcoming Dividend • Apr 04Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 09 May 2024. Payout ratio is a comfortable 75% but the company is not cash flow positive. Trailing yield: 5.0%. Within top quartile of Taiwanese dividend payers (4.6%). Higher than average of industry peers (3.6%).모든 업데이트 보기Recent updatesReported Earnings • May 19First quarter 2026 earnings released: EPS: NT$0.51 (vs NT$0.57 in 1Q 2025)First quarter 2026 results: EPS: NT$0.51 (down from NT$0.57 in 1Q 2025). Revenue: NT$2.37b (down 3.6% from 1Q 2025). Net income: NT$187.2m (down 9.3% from 1Q 2025). Profit margin: 7.9% (down from 8.4% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year and the company’s share price has also fallen by 5% per year.Upcoming Dividend • Apr 09Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 16 April 2026. Payment date: 14 May 2026. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 5.9%. Within top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (4.4%).Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$1.70 (vs NT$2.09 in FY 2024)Full year 2025 results: EPS: NT$1.70 (down from NT$2.09 in FY 2024). Revenue: NT$9.05b (down 4.7% from FY 2024). Net income: NT$618.4m (down 19% from FY 2024). Profit margin: 6.8% (down from 8.0% in FY 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 and the company’s share price has also fallen by 2% per year.Declared Dividend • Mar 12Dividend of NT$1.50 announcedDividend of NT$1.50 is the same as last year. Ex-date: 16th April 2026 Payment date: 14th May 2026 Dividend yield will be 6.0%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is not adequately covered by earnings (91% 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 1.8% 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 1.3% to bring the payout ratio under control. However, EPS has declined by 19% over the last 5 years so the company would need to reverse this trend.공시 • Mar 11+ 1 more updateSampo Corporation, Annual General Meeting, Jun 16, 2026Sampo Corporation, Annual General Meeting, Jun 16, 2026, at 09:00 Taipei Standard Time. Location: no,19, ting hu rd., ta hua li, gueishan district, taoyuan city TaiwanReported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$0.36 (vs NT$0.47 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.36 (down from NT$0.47 in 3Q 2024). Revenue: NT$2.06b (down 9.1% from 3Q 2024). Net income: NT$131.5m (down 23% from 3Q 2024). Profit margin: 6.4% (down from 7.6% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year.Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: NT$0.36 (vs NT$0.66 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.36 (down from NT$0.66 in 2Q 2024). Revenue: NT$2.43b (flat on 2Q 2024). Net income: NT$131.9m (down 45% from 2Q 2024). Profit margin: 5.4% (down from 9.9% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.57 (vs NT$0.61 in 1Q 2024)First quarter 2025 results: EPS: NT$0.57 (down from NT$0.61 in 1Q 2024). Revenue: NT$2.46b (flat on 1Q 2024). Net income: NT$206.5m (down 7.1% from 1Q 2024). Profit margin: 8.4% (down from 8.9% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • May 06Now 20% overvaluedOver the last 90 days, the stock has fallen 7.6% to NT$26.00. The fair value is estimated to be NT$21.66, 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 declined by 30%.공시 • May 01Sampo Corporation to Report Q1, 2025 Results on May 14, 2025Sampo Corporation announced that they will report Q1, 2025 results on May 14, 2025Buy Or Sell Opportunity • Apr 18Now 20% overvaluedOver the last 90 days, the stock has fallen 10% to NT$25.10. The fair value is estimated to be NT$20.84, 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 declined by 30%.Upcoming Dividend • Apr 05Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 11 April 2025. Payment date: 14 May 2025. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 5.3%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (4.2%).Reported Earnings • Mar 20Full year 2024 earnings released: EPS: NT$2.09 (vs NT$2.00 in FY 2023)Full year 2024 results: EPS: NT$2.09 (up from NT$2.00 in FY 2023). Revenue: NT$9.49b (up 6.8% from FY 2023). Net income: NT$761.7m (up 4.7% from FY 2023). Profit margin: 8.0% (down from 8.2% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.분석 기사 • Mar 16Sampo's (TWSE:1604) Dividend Will Be NT$1.50The board of Sampo Corporation ( TWSE:1604 ) has announced that it will pay a dividend of NT$1.50 per share on the 14th...Declared Dividend • Mar 15Dividend of NT$1.50 announcedDividend of NT$1.50 is the same as last year. Ex-date: 11th April 2025 Payment date: 14th May 2025 Dividend yield will be 5.3%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (73% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.공시 • Mar 14+ 1 more updateSampo Corporation, Annual General Meeting, Jun 13, 2025Sampo Corporation, Annual General Meeting, Jun 13, 2025. Location: no,19, ting hu rd., ta hua li, gueishan district, taoyuan city Taiwan공시 • Mar 05Sampo Corporation to Report Fiscal Year 2024 Results on Mar 13, 2025Sampo Corporation announced that they will report fiscal year 2024 results on Mar 13, 2025Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: NT$0.47 (vs NT$0.56 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.47 (down from NT$0.56 in 3Q 2023). Revenue: NT$2.26b (up 7.0% from 3Q 2023). Net income: NT$171.1m (down 15% from 3Q 2023). Profit margin: 7.6% (down from 9.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.66 (vs NT$0.64 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.66 (up from NT$0.64 in 2Q 2023). Revenue: NT$2.43b (flat on 2Q 2023). Net income: NT$239.7m (up 3.3% from 2Q 2023). Profit margin: 9.9% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공시 • Aug 06Sampo Corporation to Report Q2, 2024 Results on Aug 13, 2024Sampo Corporation announced that they will report Q2, 2024 results on Aug 13, 2024Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$0.61 (vs NT$0.50 in 1Q 2023)First quarter 2024 results: EPS: NT$0.61 (up from NT$0.50 in 1Q 2023). Revenue: NT$2.48b (up 5.6% from 1Q 2023). Net income: NT$222.3m (up 22% from 1Q 2023). Profit margin: 8.9% (up from 7.7% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공시 • May 08Sampo Corporation to Report Q1, 2024 Results on May 14, 2024Sampo Corporation announced that they will report Q1, 2024 results on May 14, 2024Upcoming Dividend • Apr 04Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 09 May 2024. Payout ratio is a comfortable 75% but the company is not cash flow positive. Trailing yield: 5.0%. Within top quartile of Taiwanese dividend payers (4.6%). Higher than average of industry peers (3.6%).Reported Earnings • Mar 19Full year 2023 earnings released: EPS: NT$2.00 (vs NT$1.82 in FY 2022)Full year 2023 results: EPS: NT$2.00 (up from NT$1.82 in FY 2022). Revenue: NT$8.89b (flat on FY 2022). Net income: NT$727.8m (up 10% from FY 2022). Profit margin: 8.2% (up from 7.4% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has remained flat, which means it is well ahead of earnings.공시 • Mar 16Sampo Corporation, Annual General Meeting, Jun 12, 2024Sampo Corporation, Annual General Meeting, Jun 12, 2024.Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: NT$0.64 (vs NT$0.53 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.64 (up from NT$0.53 in 2Q 2022). Revenue: NT$2.44b (up 1.3% from 2Q 2022). Net income: NT$232.0m (up 20% from 2Q 2022). Profit margin: 9.5% (up from 8.0% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$33.00, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 16x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 71% over the past three years.공시 • Jun 29+ 2 more updatesSampo Corporation Announces Change in Compensation CommitteeSampo Corporation announced the changes in the compensation committee. Name of the previous position holder: Chian Chen Rong, Huang Chiu Yung, Lo Yung Chien. Name of the new position holder: Lin Yow Tzer, Lo Yung Chien, Lai Kai Hsuan. Effective date of the new member is June 28, 2023.Upcoming Dividend • Apr 20Upcoming dividend of NT$1.50 per share at 5.5% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 19 May 2023. Payout ratio is on the higher end at 82% but the company is not cash flow positive. Trailing yield: 5.5%. Lower than top quartile of Taiwanese dividend payers (5.7%). Higher than average of industry peers (4.2%).Reported Earnings • Mar 17Full year 2022 earnings released: EPS: NT$1.82 (vs NT$4.52 in FY 2021)Full year 2022 results: EPS: NT$1.82 (down from NT$4.52 in FY 2021). Revenue: NT$8.94b (flat on FY 2021). Net income: NT$661.2m (down 60% from FY 2021). Profit margin: 7.4% (down from 19% in FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Dec 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.1%. The fair value is estimated to be NT$31.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 19%.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. 3 experienced directors. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Chiu Yung Huang was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$0.60 (vs NT$3.25 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.60 (down from NT$3.25 in 3Q 2021). Revenue: NT$2.16b (flat on 3Q 2021). Net income: NT$216.7m (down 82% from 3Q 2021). Profit margin: 10.0% (down from 56% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: NT$0.53 (vs NT$0.56 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.53 (down from NT$0.56 in 2Q 2021). Revenue: NT$2.41b (up 4.5% from 2Q 2021). Net income: NT$194.0m (down 6.4% from 2Q 2021). Profit margin: 8.0% (down from 9.0% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$25.35, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 13x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 93% over the past three years.Upcoming Dividend • Jun 28Upcoming dividend of NT$2.70 per shareEligible shareholders must have bought the stock before 05 July 2022. Payment date: 28 July 2022. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 8.8%. Within top quartile of Taiwanese dividend payers (6.3%). Higher than average of industry peers (4.5%).공시 • Jun 19Sampo Corporation Announces Dividend Distribution, Payable on July 28, 2022Sampo Corporation announced dividend distribution of TWD 1,010,340,000 (TWD 2.700000 per share). Ex-rights (ex-dividend) trading date is July 5, 2022. Last date before book closure is July 6, 2022. Book closure starting date is July 7, 2022. Book closure ending date is July 11, 2022. Ex-rights (ex-dividend) record date is July 11, 2022. Cash dividend payment-date on July 28, 2022.Reported Earnings • May 15First quarter 2022 earnings released: EPS: NT$0.50 (vs NT$0.50 in 1Q 2021)First quarter 2022 results: EPS: NT$0.50 (down from NT$0.50 in 1Q 2021). Revenue: NT$2.40b (up 14% from 1Q 2021). Net income: NT$181.5m (down 2.8% from 1Q 2021). Profit margin: 7.6% (down from 8.9% in 1Q 2021). 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 22% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Chiu Yung Huang was the last independent director to join the board, commencing their role in 2017. 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 • Mar 31Full year 2021 earnings released: EPS: NT$4.52 (vs NT$4.86 in FY 2020)Full year 2021 results: EPS: NT$4.52 (down from NT$4.86 in FY 2020). Revenue: NT$8.90b (up 16% from FY 2020). Net income: NT$1.67b (down 7.1% from FY 2020). Profit margin: 19% (down from 23% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$3.25 (vs NT$3.78 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$2.16b (up 4.0% from 3Q 2020). Net income: NT$1.20b (down 14% from 3Q 2020). Profit margin: 56% (down from 67% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 08Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 15 September 2021. Payment date: 07 October 2021. Trailing yield: 8.1%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (4.0%).Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.56 (vs NT$0.46 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$2.31b (up 10% from 2Q 2020). Net income: NT$207.3m (up 21% from 2Q 2020). Profit margin: 9.0% (up from 8.2% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$0.50 (vs NT$0.32 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.11b (up 17% from 1Q 2020). Net income: NT$186.7m (up 56% from 1Q 2020). Profit margin: 8.9% (up from 6.6% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.분석 기사 • Apr 26A Look At The Fair Value Of Sampo Corporation (TPE:1604)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Sampo Corporation...분석 기사 • Apr 13We Like These Underlying Return On Capital Trends At Sampo (TPE:1604)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...분석 기사 • Mar 31Is Sampo (TPE:1604) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Mar 31Full year 2020 earnings released: EPS NT$4.86 (vs NT$2.00 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$7.67b (up 7.8% from FY 2019). Net income: NT$1.80b (up 143% from FY 2019). Profit margin: 23% (up from 10% in FY 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.분석 기사 • Mar 16Should You Buy Sampo Corporation (TPE:1604) For Its Dividend?Is Sampo Corporation ( TPE:1604 ) a good dividend stock? How can we tell? Dividend paying companies with growing...분석 기사 • Mar 01Is Now The Time To Put Sampo (TPE:1604) On Your Watchlist?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...분석 기사 • Feb 14Is There More To The Story Than Sampo's (TPE:1604) Earnings Growth?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...분석 기사 • Feb 01Shareholders Of Sampo (TPE:1604) Must Be Happy With Their 172% Total ReturnWhen you buy and hold a stock for the long term, you definitely want it to provide a positive return. Better yet, you'd...분석 기사 • Jan 19Sampo Corporation's (TPE:1604) Stock Is Going Strong: Is the Market Following Fundamentals?Sampo's (TPE:1604) stock is up by a considerable 11% over the past three months. Given that the market rewards strong...분석 기사 • Jan 06Can Sampo (TPE:1604) Continue To Grow Its Returns On Capital?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Dec 24Does Sampo (TPE:1604) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Dec 11Is Sampo Corporation (TPE:1604) An Attractive Dividend Stock?Dividend paying stocks like Sampo Corporation ( TPE:1604 ) tend to be popular with investors, and for good reason...분석 기사 • Nov 28Does Sampo (TPE:1604) Deserve A Spot On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of...Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$3.78The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$2.08b (up 17% from 3Q 2019). Net income: NT$1.40b (up NT$1.27b from 3Q 2019). Profit margin: 67% (up from 7.2% in 3Q 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Nov 03New 90-day high: NT$23.35The company is up 2.0% from its price of NT$22.95 on 05 August 2020. The Taiwanese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 5.0% over the same period.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 1604 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: 1604 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Sampo 배당 수익률 vs 시장1604의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (1604)6.5%시장 하위 25% (TW)1.3%시장 상위 25% (TW)4.9%업계 평균 (Consumer Durables)4.3%분석가 예측 (1604) (최대 3년)n/a주목할만한 배당금: 1604 의 배당금( 6.49% )은 TW 시장에서 배당금 지급자의 하위 25%( 1.35% )보다 높습니다.고배당: 1604 의 배당금( 6.49% )은 TW 시장( 4.85% )주주 대상 이익 배당수익 보장: 지급 비율 ( 91.1% )이 높기 때문에 1604 의 배당금 지급은 수익으로 잘 충당되지 않습니다.주주 현금 배당현금 흐름 범위: 1604 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YTW 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/23 07:26종가2026/06/23 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Sampo Corporation는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Per GrønborgDanske BankYen-liang ChenYuanta Research
Upcoming Dividend • Apr 09Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 16 April 2026. Payment date: 14 May 2026. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 5.9%. Within top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (4.4%).
Declared Dividend • Mar 12Dividend of NT$1.50 announcedDividend of NT$1.50 is the same as last year. Ex-date: 16th April 2026 Payment date: 14th May 2026 Dividend yield will be 6.0%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is not adequately covered by earnings (91% 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 1.8% 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 1.3% to bring the payout ratio under control. However, EPS has declined by 19% over the last 5 years so the company would need to reverse this trend.
Upcoming Dividend • Apr 05Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 11 April 2025. Payment date: 14 May 2025. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 5.3%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (4.2%).
분석 기사 • Mar 16Sampo's (TWSE:1604) Dividend Will Be NT$1.50The board of Sampo Corporation ( TWSE:1604 ) has announced that it will pay a dividend of NT$1.50 per share on the 14th...
Declared Dividend • Mar 15Dividend of NT$1.50 announcedDividend of NT$1.50 is the same as last year. Ex-date: 11th April 2025 Payment date: 14th May 2025 Dividend yield will be 5.3%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (73% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
Upcoming Dividend • Apr 04Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 09 May 2024. Payout ratio is a comfortable 75% but the company is not cash flow positive. Trailing yield: 5.0%. Within top quartile of Taiwanese dividend payers (4.6%). Higher than average of industry peers (3.6%).
Reported Earnings • May 19First quarter 2026 earnings released: EPS: NT$0.51 (vs NT$0.57 in 1Q 2025)First quarter 2026 results: EPS: NT$0.51 (down from NT$0.57 in 1Q 2025). Revenue: NT$2.37b (down 3.6% from 1Q 2025). Net income: NT$187.2m (down 9.3% from 1Q 2025). Profit margin: 7.9% (down from 8.4% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year and the company’s share price has also fallen by 5% per year.
Upcoming Dividend • Apr 09Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 16 April 2026. Payment date: 14 May 2026. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 5.9%. Within top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (4.4%).
Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$1.70 (vs NT$2.09 in FY 2024)Full year 2025 results: EPS: NT$1.70 (down from NT$2.09 in FY 2024). Revenue: NT$9.05b (down 4.7% from FY 2024). Net income: NT$618.4m (down 19% from FY 2024). Profit margin: 6.8% (down from 8.0% in FY 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 and the company’s share price has also fallen by 2% per year.
Declared Dividend • Mar 12Dividend of NT$1.50 announcedDividend of NT$1.50 is the same as last year. Ex-date: 16th April 2026 Payment date: 14th May 2026 Dividend yield will be 6.0%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is not adequately covered by earnings (91% 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 1.8% 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 1.3% to bring the payout ratio under control. However, EPS has declined by 19% over the last 5 years so the company would need to reverse this trend.
공시 • Mar 11+ 1 more updateSampo Corporation, Annual General Meeting, Jun 16, 2026Sampo Corporation, Annual General Meeting, Jun 16, 2026, at 09:00 Taipei Standard Time. Location: no,19, ting hu rd., ta hua li, gueishan district, taoyuan city Taiwan
Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: NT$0.36 (vs NT$0.47 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.36 (down from NT$0.47 in 3Q 2024). Revenue: NT$2.06b (down 9.1% from 3Q 2024). Net income: NT$131.5m (down 23% from 3Q 2024). Profit margin: 6.4% (down from 7.6% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year.
Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: NT$0.36 (vs NT$0.66 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.36 (down from NT$0.66 in 2Q 2024). Revenue: NT$2.43b (flat on 2Q 2024). Net income: NT$131.9m (down 45% from 2Q 2024). Profit margin: 5.4% (down from 9.9% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.57 (vs NT$0.61 in 1Q 2024)First quarter 2025 results: EPS: NT$0.57 (down from NT$0.61 in 1Q 2024). Revenue: NT$2.46b (flat on 1Q 2024). Net income: NT$206.5m (down 7.1% from 1Q 2024). Profit margin: 8.4% (down from 8.9% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • May 06Now 20% overvaluedOver the last 90 days, the stock has fallen 7.6% to NT$26.00. The fair value is estimated to be NT$21.66, 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 declined by 30%.
공시 • May 01Sampo Corporation to Report Q1, 2025 Results on May 14, 2025Sampo Corporation announced that they will report Q1, 2025 results on May 14, 2025
Buy Or Sell Opportunity • Apr 18Now 20% overvaluedOver the last 90 days, the stock has fallen 10% to NT$25.10. The fair value is estimated to be NT$20.84, 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 declined by 30%.
Upcoming Dividend • Apr 05Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 11 April 2025. Payment date: 14 May 2025. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 5.3%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (4.2%).
Reported Earnings • Mar 20Full year 2024 earnings released: EPS: NT$2.09 (vs NT$2.00 in FY 2023)Full year 2024 results: EPS: NT$2.09 (up from NT$2.00 in FY 2023). Revenue: NT$9.49b (up 6.8% from FY 2023). Net income: NT$761.7m (up 4.7% from FY 2023). Profit margin: 8.0% (down from 8.2% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
분석 기사 • Mar 16Sampo's (TWSE:1604) Dividend Will Be NT$1.50The board of Sampo Corporation ( TWSE:1604 ) has announced that it will pay a dividend of NT$1.50 per share on the 14th...
Declared Dividend • Mar 15Dividend of NT$1.50 announcedDividend of NT$1.50 is the same as last year. Ex-date: 11th April 2025 Payment date: 14th May 2025 Dividend yield will be 5.3%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (73% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
공시 • Mar 14+ 1 more updateSampo Corporation, Annual General Meeting, Jun 13, 2025Sampo Corporation, Annual General Meeting, Jun 13, 2025. Location: no,19, ting hu rd., ta hua li, gueishan district, taoyuan city Taiwan
공시 • Mar 05Sampo Corporation to Report Fiscal Year 2024 Results on Mar 13, 2025Sampo Corporation announced that they will report fiscal year 2024 results on Mar 13, 2025
Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: NT$0.47 (vs NT$0.56 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.47 (down from NT$0.56 in 3Q 2023). Revenue: NT$2.26b (up 7.0% from 3Q 2023). Net income: NT$171.1m (down 15% from 3Q 2023). Profit margin: 7.6% (down from 9.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.66 (vs NT$0.64 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.66 (up from NT$0.64 in 2Q 2023). Revenue: NT$2.43b (flat on 2Q 2023). Net income: NT$239.7m (up 3.3% from 2Q 2023). Profit margin: 9.9% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공시 • Aug 06Sampo Corporation to Report Q2, 2024 Results on Aug 13, 2024Sampo Corporation announced that they will report Q2, 2024 results on Aug 13, 2024
Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$0.61 (vs NT$0.50 in 1Q 2023)First quarter 2024 results: EPS: NT$0.61 (up from NT$0.50 in 1Q 2023). Revenue: NT$2.48b (up 5.6% from 1Q 2023). Net income: NT$222.3m (up 22% from 1Q 2023). Profit margin: 8.9% (up from 7.7% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공시 • May 08Sampo Corporation to Report Q1, 2024 Results on May 14, 2024Sampo Corporation announced that they will report Q1, 2024 results on May 14, 2024
Upcoming Dividend • Apr 04Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 09 May 2024. Payout ratio is a comfortable 75% but the company is not cash flow positive. Trailing yield: 5.0%. Within top quartile of Taiwanese dividend payers (4.6%). Higher than average of industry peers (3.6%).
Reported Earnings • Mar 19Full year 2023 earnings released: EPS: NT$2.00 (vs NT$1.82 in FY 2022)Full year 2023 results: EPS: NT$2.00 (up from NT$1.82 in FY 2022). Revenue: NT$8.89b (flat on FY 2022). Net income: NT$727.8m (up 10% from FY 2022). Profit margin: 8.2% (up from 7.4% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
공시 • Mar 16Sampo Corporation, Annual General Meeting, Jun 12, 2024Sampo Corporation, Annual General Meeting, Jun 12, 2024.
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: NT$0.64 (vs NT$0.53 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.64 (up from NT$0.53 in 2Q 2022). Revenue: NT$2.44b (up 1.3% from 2Q 2022). Net income: NT$232.0m (up 20% from 2Q 2022). Profit margin: 9.5% (up from 8.0% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$33.00, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 16x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 71% over the past three years.
공시 • Jun 29+ 2 more updatesSampo Corporation Announces Change in Compensation CommitteeSampo Corporation announced the changes in the compensation committee. Name of the previous position holder: Chian Chen Rong, Huang Chiu Yung, Lo Yung Chien. Name of the new position holder: Lin Yow Tzer, Lo Yung Chien, Lai Kai Hsuan. Effective date of the new member is June 28, 2023.
Upcoming Dividend • Apr 20Upcoming dividend of NT$1.50 per share at 5.5% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 19 May 2023. Payout ratio is on the higher end at 82% but the company is not cash flow positive. Trailing yield: 5.5%. Lower than top quartile of Taiwanese dividend payers (5.7%). Higher than average of industry peers (4.2%).
Reported Earnings • Mar 17Full year 2022 earnings released: EPS: NT$1.82 (vs NT$4.52 in FY 2021)Full year 2022 results: EPS: NT$1.82 (down from NT$4.52 in FY 2021). Revenue: NT$8.94b (flat on FY 2021). Net income: NT$661.2m (down 60% from FY 2021). Profit margin: 7.4% (down from 19% in FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Dec 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.1%. The fair value is estimated to be NT$31.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 19%.
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. 3 experienced directors. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Chiu Yung Huang was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$0.60 (vs NT$3.25 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.60 (down from NT$3.25 in 3Q 2021). Revenue: NT$2.16b (flat on 3Q 2021). Net income: NT$216.7m (down 82% from 3Q 2021). Profit margin: 10.0% (down from 56% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: NT$0.53 (vs NT$0.56 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.53 (down from NT$0.56 in 2Q 2021). Revenue: NT$2.41b (up 4.5% from 2Q 2021). Net income: NT$194.0m (down 6.4% from 2Q 2021). Profit margin: 8.0% (down from 9.0% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$25.35, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 13x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 93% over the past three years.
Upcoming Dividend • Jun 28Upcoming dividend of NT$2.70 per shareEligible shareholders must have bought the stock before 05 July 2022. Payment date: 28 July 2022. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 8.8%. Within top quartile of Taiwanese dividend payers (6.3%). Higher than average of industry peers (4.5%).
공시 • Jun 19Sampo Corporation Announces Dividend Distribution, Payable on July 28, 2022Sampo Corporation announced dividend distribution of TWD 1,010,340,000 (TWD 2.700000 per share). Ex-rights (ex-dividend) trading date is July 5, 2022. Last date before book closure is July 6, 2022. Book closure starting date is July 7, 2022. Book closure ending date is July 11, 2022. Ex-rights (ex-dividend) record date is July 11, 2022. Cash dividend payment-date on July 28, 2022.
Reported Earnings • May 15First quarter 2022 earnings released: EPS: NT$0.50 (vs NT$0.50 in 1Q 2021)First quarter 2022 results: EPS: NT$0.50 (down from NT$0.50 in 1Q 2021). Revenue: NT$2.40b (up 14% from 1Q 2021). Net income: NT$181.5m (down 2.8% from 1Q 2021). Profit margin: 7.6% (down from 8.9% in 1Q 2021). 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 22% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Chiu Yung Huang was the last independent director to join the board, commencing their role in 2017. 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 • Mar 31Full year 2021 earnings released: EPS: NT$4.52 (vs NT$4.86 in FY 2020)Full year 2021 results: EPS: NT$4.52 (down from NT$4.86 in FY 2020). Revenue: NT$8.90b (up 16% from FY 2020). Net income: NT$1.67b (down 7.1% from FY 2020). Profit margin: 19% (down from 23% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$3.25 (vs NT$3.78 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$2.16b (up 4.0% from 3Q 2020). Net income: NT$1.20b (down 14% from 3Q 2020). Profit margin: 56% (down from 67% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 08Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 15 September 2021. Payment date: 07 October 2021. Trailing yield: 8.1%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (4.0%).
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.56 (vs NT$0.46 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$2.31b (up 10% from 2Q 2020). Net income: NT$207.3m (up 21% from 2Q 2020). Profit margin: 9.0% (up from 8.2% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$0.50 (vs NT$0.32 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.11b (up 17% from 1Q 2020). Net income: NT$186.7m (up 56% from 1Q 2020). Profit margin: 8.9% (up from 6.6% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
분석 기사 • Apr 26A Look At The Fair Value Of Sampo Corporation (TPE:1604)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Sampo Corporation...
분석 기사 • Apr 13We Like These Underlying Return On Capital Trends At Sampo (TPE:1604)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
분석 기사 • Mar 31Is Sampo (TPE:1604) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Mar 31Full year 2020 earnings released: EPS NT$4.86 (vs NT$2.00 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$7.67b (up 7.8% from FY 2019). Net income: NT$1.80b (up 143% from FY 2019). Profit margin: 23% (up from 10% in FY 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
분석 기사 • Mar 16Should You Buy Sampo Corporation (TPE:1604) For Its Dividend?Is Sampo Corporation ( TPE:1604 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
분석 기사 • Mar 01Is Now The Time To Put Sampo (TPE:1604) On Your Watchlist?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
분석 기사 • Feb 14Is There More To The Story Than Sampo's (TPE:1604) Earnings Growth?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
분석 기사 • Feb 01Shareholders Of Sampo (TPE:1604) Must Be Happy With Their 172% Total ReturnWhen you buy and hold a stock for the long term, you definitely want it to provide a positive return. Better yet, you'd...
분석 기사 • Jan 19Sampo Corporation's (TPE:1604) Stock Is Going Strong: Is the Market Following Fundamentals?Sampo's (TPE:1604) stock is up by a considerable 11% over the past three months. Given that the market rewards strong...
분석 기사 • Jan 06Can Sampo (TPE:1604) Continue To Grow Its Returns On Capital?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 • Dec 24Does Sampo (TPE:1604) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Dec 11Is Sampo Corporation (TPE:1604) An Attractive Dividend Stock?Dividend paying stocks like Sampo Corporation ( TPE:1604 ) tend to be popular with investors, and for good reason...
분석 기사 • Nov 28Does Sampo (TPE:1604) Deserve A Spot On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of...
Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$3.78The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$2.08b (up 17% from 3Q 2019). Net income: NT$1.40b (up NT$1.27b from 3Q 2019). Profit margin: 67% (up from 7.2% in 3Q 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Nov 03New 90-day high: NT$23.35The company is up 2.0% from its price of NT$22.95 on 05 August 2020. The Taiwanese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 5.0% over the same period.