View Future GrowthKanpai 과거 순이익 실적과거 기준 점검 3/6Kanpai의 수입은 연평균 -17.1%의 비율로 감소해 온 반면, Hospitality 산업은 수입이 연평균 24.7% 증가했습니다. 매출은 연평균 10.9%의 비율로 증가해 왔습니다. Kanpai의 자기자본이익률은 8.6%이고 순이익률은 1.9%입니다.핵심 정보-17.06%순이익 성장률-17.15%주당순이익(EPS) 성장률Hospitality 산업 성장률3.02%매출 성장률10.89%자기자본이익률8.60%순이익률1.85%최근 순이익 업데이트31 Dec 2025최근 과거 실적 업데이트Reported Earnings • Apr 18Full year 2023 earnings released: EPS: NT$3.61 (vs NT$4.92 loss in FY 2022)Full year 2023 results: EPS: NT$3.61 (up from NT$4.92 loss in FY 2022). Revenue: NT$4.87b (up 29% from FY 2022). Net income: NT$74.2m (up NT$175.0m from FY 2022). Profit margin: 1.5% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 13First half 2023 earnings released: EPS: NT$2.18 (vs NT$5.59 loss in 1H 2022)First half 2023 results: EPS: NT$2.18 (up from NT$5.59 loss in 1H 2022). Revenue: NT$2.37b (up 49% from 1H 2022). Net income: NT$40.5m (up NT$144.6m from 1H 2022). Profit margin: 1.7% (up from net loss in 1H 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 29Full year 2022 earnings released: NT$5.42 loss per share (vs NT$3.83 profit in FY 2021)Full year 2022 results: NT$5.42 loss per share (down from NT$3.83 profit in FY 2021). Revenue: NT$3.79b (up 23% from FY 2021). Net loss: NT$100.8m (down 242% from profit in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 15First half 2022 earnings released: NT$5.59 loss per share (vs NT$1.10 profit in 1H 2021)First half 2022 results: NT$5.59 loss per share (down from NT$1.10 profit in 1H 2021). Revenue: NT$1.59b (up 14% from 1H 2021). Net loss: NT$104.1m (down NT$124.6m from profit in 1H 2021). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • May 02Full year 2021 earnings released: EPS: NT$3.83 (vs NT$5.35 in FY 2020)Full year 2021 results: EPS: NT$3.83 (down from NT$5.35 in FY 2020). Revenue: NT$3.08b (up 9.6% from FY 2020). Net income: NT$71.3m (down 28% from FY 2020). Profit margin: 2.3% (down from 3.5% 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 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 18First half 2021 earnings released: EPS NT$1.10 (vs NT$1.92 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: NT$1.40b (up 18% from 1H 2020). Net income: NT$20.5m (up NT$56.3m from 1H 2020). Profit margin: 1.5% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 6% per year.모든 업데이트 보기Recent updatesNew Risk • Jun 19New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 17% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (95% payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (NT$1.45b market cap, or US$45.9m).공고 • Mar 30Kanpai Co., Ltd, Annual General Meeting, Jun 26, 2026Kanpai Co., Ltd, Annual General Meeting, Jun 26, 2026. Location: b1 floor no,88, sec.2 chung hsiao e. rd., jhongjheng district, taipei city TaiwanNew Risk • Mar 02New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. 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 Earnings have declined by 22% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Paying a dividend despite being loss-making. Market cap is less than US$100m (NT$1.41b market cap, or US$44.8m).New Risk • Dec 22New 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 6.3% 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 22% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (NT$1.30b market cap, or US$41.2m).Upcoming Dividend • Jul 28Upcoming dividend of NT$1.51 per shareEligible shareholders must have bought the stock before 04 August 2025. Payment date: 27 August 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.1%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (4.6%).New Risk • May 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.4% Last year net profit margin: 1.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 16% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (NT$1.39b market cap, or US$46.3m).Buy Or Sell Opportunity • May 01Now 25% overvaluedOver the last 90 days, the stock has fallen 12% to NT$68.00. The fair value is estimated to be NT$54.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 9.0%.Buy Or Sell Opportunity • Apr 10Now 24% overvaluedOver the last 90 days, the stock has fallen 14% to NT$64.70. The fair value is estimated to be NT$52.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 9.0%.공고 • Apr 02Kanpai Co., Ltd, Annual General Meeting, Jun 26, 2025Kanpai Co., Ltd, Annual General Meeting, Jun 26, 2025. Location: b1 floor no,88, sec.2 chung hsiao e. rd., jhongjheng district, taipei city TaiwanNew Risk • Feb 28New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. 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 Earnings have declined by 18% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (NT$1.62b market cap, or US$49.1m).Upcoming Dividend • Jun 20Upcoming dividend of NT$3.01 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 17 July 2024. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (3.9%).New Risk • Apr 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 56% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 27% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (NT$2.10b market cap, or US$64.4m).Reported Earnings • Apr 18Full year 2023 earnings released: EPS: NT$3.61 (vs NT$4.92 loss in FY 2022)Full year 2023 results: EPS: NT$3.61 (up from NT$4.92 loss in FY 2022). Revenue: NT$4.87b (up 29% from FY 2022). Net income: NT$74.2m (up NT$175.0m from FY 2022). Profit margin: 1.5% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.공고 • Mar 14Kanpai Co., Ltd, Annual General Meeting, May 29, 2024Kanpai Co., Ltd, Annual General Meeting, May 29, 2024.Buy Or Sell Opportunity • Mar 08Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to NT$118. The fair value is estimated to be NT$151, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Meanwhile, the company has become profitable.New Risk • Feb 28New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 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 Earnings have declined by 39% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Large one-off items impacting financial results. Market cap is less than US$100m (NT$2.63b market cap, or US$83.0m).Buy Or Sell Opportunity • Feb 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.9% to NT$124. The fair value is estimated to be NT$155, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Meanwhile, the company has become profitable.Buy Or Sell Opportunity • Feb 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.9% to NT$123. The fair value is estimated to be NT$154, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Aug 13First half 2023 earnings released: EPS: NT$2.18 (vs NT$5.59 loss in 1H 2022)First half 2023 results: EPS: NT$2.18 (up from NT$5.59 loss in 1H 2022). Revenue: NT$2.37b (up 49% from 1H 2022). Net income: NT$40.5m (up NT$144.6m from 1H 2022). Profit margin: 1.7% (up from net loss in 1H 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.New Risk • Jun 14New 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 6.0% 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 36% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Shareholders have been diluted in the past year (3.8% increase in shares outstanding).Reported Earnings • Apr 29Full year 2022 earnings released: NT$5.42 loss per share (vs NT$3.83 profit in FY 2021)Full year 2022 results: NT$5.42 loss per share (down from NT$3.83 profit in FY 2021). Revenue: NT$3.79b (up 23% from FY 2021). Net loss: NT$100.8m (down 242% from profit in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Aug 26Upcoming dividend of NT$2.21 per shareEligible shareholders must have bought the stock before 02 September 2022. Payment date: 21 September 2022. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 2.2%. Lower than top quartile of Taiwanese dividend payers (6.4%). Lower than average of industry peers (3.3%).Reported Earnings • Aug 15First half 2022 earnings released: NT$5.59 loss per share (vs NT$1.10 profit in 1H 2021)First half 2022 results: NT$5.59 loss per share (down from NT$1.10 profit in 1H 2021). Revenue: NT$1.59b (up 14% from 1H 2021). Net loss: NT$104.1m (down NT$124.6m from profit in 1H 2021). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$123, the stock trades at a trailing P/E ratio of 32.1x. Average trailing P/E is 27x in the Hospitality industry in Taiwan. Total returns to shareholders of 12% over the past three years.Reported Earnings • May 02Full year 2021 earnings released: EPS: NT$3.83 (vs NT$5.35 in FY 2020)Full year 2021 results: EPS: NT$3.83 (down from NT$5.35 in FY 2020). Revenue: NT$3.08b (up 9.6% from FY 2020). Net income: NT$71.3m (down 28% from FY 2020). Profit margin: 2.3% (down from 3.5% 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 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$165, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 20x in the Hospitality industry in Taiwan. Total returns to shareholders of 65% over the past three years.Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$165, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 20x in the Hospitality industry in Taiwan. Total returns to shareholders of 65% over the past three years.Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$141, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 20x in the Hospitality industry in Taiwan. Total returns to shareholders of 11% over the past three years.Upcoming Dividend • Aug 23Upcoming dividend of NT$3.50 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 23 September 2021. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (3.3%).Reported Earnings • Aug 18First half 2021 earnings released: EPS NT$1.10 (vs NT$1.92 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: NT$1.40b (up 18% from 1H 2020). Net income: NT$20.5m (up NT$56.3m from 1H 2020). Profit margin: 1.5% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 6% per year.Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$107, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 26x in the Hospitality industry in Taiwan. Total loss to shareholders of 30% over the past three years.분석 기사 • Apr 29Kanpai (GTSM:1269) Has Some Way To Go To Become A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...분석 기사 • Mar 18Did You Miss Kanpai's (GTSM:1269) 63% Share Price Gain?On average, over time, stock markets tend to rise higher. This makes investing attractive. But if when you choose to...Is New 90 Day High Low • Mar 11New 90-day high: NT$78.50The company is up 4.0% from its price of NT$75.30 on 10 December 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 5.0% over the same period.분석 기사 • Feb 11Does It Make Sense To Buy Kanpai Co., Ltd (GTSM:1269) For Its Yield?Is Kanpai Co., Ltd ( GTSM:1269 ) a good dividend stock? How can we tell? Dividend paying companies with growing...Is New 90 Day High Low • Feb 04New 90-day low: NT$72.00The company is down 6.0% from its price of NT$76.50 on 06 November 2020. The Taiwanese market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 1.0% over the same period.분석 기사 • Jan 16Declining Stock and Decent Financials: Is The Market Wrong About Kanpai Co., Ltd (GTSM:1269)?It is hard to get excited after looking at Kanpai's (GTSM:1269) recent performance, when its stock has declined 7.5...분석 기사 • Dec 21Is Kanpai (GTSM:1269) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Nov 30Has Kanpai (GTSM:1269) Got What It Takes To Become A Multi-Bagger?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep...Is New 90 Day High Low • Nov 16New 90-day low: NT$76.20The company is down 4.0% from its price of NT$79.00 on 18 August 2020. The Taiwanese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 4.0% over the same period.매출 및 비용 세부 내역Kanpai가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TPEX:1269 매출, 비용 및 순이익 (TWD Millions)날짜매출순이익일반관리비연구개발비31 Dec 254,649861,9593430 Sep 254,577271,9543330 Jun 254,504-331,9503231 Mar 254,509-81,9743331 Dec 244,514171,9993330 Sep 244,626452,0653530 Jun 244,737742,1313631 Mar 244,804742,1493531 Dec 234,870742,1683530 Sep 234,715592,1193430 Jun 234,559442,0703331 Mar 234,173-281,9713331 Dec 223,786-1001,8723330 Sep 223,530-761,7643230 Jun 223,274-531,6553031 Mar 223,17791,5572831 Dec 213,080711,4592630 Sep 213,0491141,4032530 Jun 213,0171561,3472431 Mar 212,9131281,3162131 Dec 202,8091001,2851930 Sep 202,756631,3141830 Jun 202,703271,3431631 Mar 202,709471,2451731 Dec 192,897971,4001730 Sep 192,707871,3151630 Jun 192,517761,2311431 Mar 192,796951,6091231 Dec 182,423991,1521130 Jun 182,3251491,0981631 Mar 182,2341461,1931931 Dec 172,1431331,1582330 Sep 172,281931,2882530 Jun 172,105671,2122531 Mar 171,997631,1522531 Dec 161,889591,0922630 Sep 161,780511,0342430 Jun 161,671449752231 Mar 161,582459222031 Dec 151,4934686818양질의 수익: 1269는 NT$35.0M 규모의 큰 일회성 손실이 있어 31st December, 2025까지 지난 12개월 재무 결과에 영향을 미쳤습니다.이익 마진 증가: 1269의 현재 순 이익률 (1.9%)은 지난해 (0.4%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 1269의 수익은 지난 5년 동안 연평균 17.1% 감소했습니다.성장 가속화: 지난 1년간 1269 의 수익 증가율(402.2%)은 연간 평균(-17.1%)을 초과합니다.수익 대 산업: 1269의 지난 1년 수익 증가율(402.2%)은 Hospitality 업계의 8%를 상회했습니다.자기자본이익률높은 ROE: 1269의 자본 수익률(8.6%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YConsumer-services 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/15 14:02종가2026/07/15 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Kanpai Co., Ltd는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Reported Earnings • Apr 18Full year 2023 earnings released: EPS: NT$3.61 (vs NT$4.92 loss in FY 2022)Full year 2023 results: EPS: NT$3.61 (up from NT$4.92 loss in FY 2022). Revenue: NT$4.87b (up 29% from FY 2022). Net income: NT$74.2m (up NT$175.0m from FY 2022). Profit margin: 1.5% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 13First half 2023 earnings released: EPS: NT$2.18 (vs NT$5.59 loss in 1H 2022)First half 2023 results: EPS: NT$2.18 (up from NT$5.59 loss in 1H 2022). Revenue: NT$2.37b (up 49% from 1H 2022). Net income: NT$40.5m (up NT$144.6m from 1H 2022). Profit margin: 1.7% (up from net loss in 1H 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 29Full year 2022 earnings released: NT$5.42 loss per share (vs NT$3.83 profit in FY 2021)Full year 2022 results: NT$5.42 loss per share (down from NT$3.83 profit in FY 2021). Revenue: NT$3.79b (up 23% from FY 2021). Net loss: NT$100.8m (down 242% from profit in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 15First half 2022 earnings released: NT$5.59 loss per share (vs NT$1.10 profit in 1H 2021)First half 2022 results: NT$5.59 loss per share (down from NT$1.10 profit in 1H 2021). Revenue: NT$1.59b (up 14% from 1H 2021). Net loss: NT$104.1m (down NT$124.6m from profit in 1H 2021). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • May 02Full year 2021 earnings released: EPS: NT$3.83 (vs NT$5.35 in FY 2020)Full year 2021 results: EPS: NT$3.83 (down from NT$5.35 in FY 2020). Revenue: NT$3.08b (up 9.6% from FY 2020). Net income: NT$71.3m (down 28% from FY 2020). Profit margin: 2.3% (down from 3.5% 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 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 18First half 2021 earnings released: EPS NT$1.10 (vs NT$1.92 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: NT$1.40b (up 18% from 1H 2020). Net income: NT$20.5m (up NT$56.3m from 1H 2020). Profit margin: 1.5% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 6% per year.
New Risk • Jun 19New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 17% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (95% payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (NT$1.45b market cap, or US$45.9m).
공고 • Mar 30Kanpai Co., Ltd, Annual General Meeting, Jun 26, 2026Kanpai Co., Ltd, Annual General Meeting, Jun 26, 2026. Location: b1 floor no,88, sec.2 chung hsiao e. rd., jhongjheng district, taipei city Taiwan
New Risk • Mar 02New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. 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 Earnings have declined by 22% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Paying a dividend despite being loss-making. Market cap is less than US$100m (NT$1.41b market cap, or US$44.8m).
New Risk • Dec 22New 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 6.3% 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 22% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (NT$1.30b market cap, or US$41.2m).
Upcoming Dividend • Jul 28Upcoming dividend of NT$1.51 per shareEligible shareholders must have bought the stock before 04 August 2025. Payment date: 27 August 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.1%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (4.6%).
New Risk • May 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.4% Last year net profit margin: 1.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 16% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (NT$1.39b market cap, or US$46.3m).
Buy Or Sell Opportunity • May 01Now 25% overvaluedOver the last 90 days, the stock has fallen 12% to NT$68.00. The fair value is estimated to be NT$54.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 9.0%.
Buy Or Sell Opportunity • Apr 10Now 24% overvaluedOver the last 90 days, the stock has fallen 14% to NT$64.70. The fair value is estimated to be NT$52.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 9.0%.
공고 • Apr 02Kanpai Co., Ltd, Annual General Meeting, Jun 26, 2025Kanpai Co., Ltd, Annual General Meeting, Jun 26, 2025. Location: b1 floor no,88, sec.2 chung hsiao e. rd., jhongjheng district, taipei city Taiwan
New Risk • Feb 28New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. 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 Earnings have declined by 18% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (NT$1.62b market cap, or US$49.1m).
Upcoming Dividend • Jun 20Upcoming dividend of NT$3.01 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 17 July 2024. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (3.9%).
New Risk • Apr 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 56% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 27% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (NT$2.10b market cap, or US$64.4m).
Reported Earnings • Apr 18Full year 2023 earnings released: EPS: NT$3.61 (vs NT$4.92 loss in FY 2022)Full year 2023 results: EPS: NT$3.61 (up from NT$4.92 loss in FY 2022). Revenue: NT$4.87b (up 29% from FY 2022). Net income: NT$74.2m (up NT$175.0m from FY 2022). Profit margin: 1.5% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
공고 • Mar 14Kanpai Co., Ltd, Annual General Meeting, May 29, 2024Kanpai Co., Ltd, Annual General Meeting, May 29, 2024.
Buy Or Sell Opportunity • Mar 08Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to NT$118. The fair value is estimated to be NT$151, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Meanwhile, the company has become profitable.
New Risk • Feb 28New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 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 Earnings have declined by 39% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Large one-off items impacting financial results. Market cap is less than US$100m (NT$2.63b market cap, or US$83.0m).
Buy Or Sell Opportunity • Feb 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.9% to NT$124. The fair value is estimated to be NT$155, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Meanwhile, the company has become profitable.
Buy Or Sell Opportunity • Feb 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.9% to NT$123. The fair value is estimated to be NT$154, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Aug 13First half 2023 earnings released: EPS: NT$2.18 (vs NT$5.59 loss in 1H 2022)First half 2023 results: EPS: NT$2.18 (up from NT$5.59 loss in 1H 2022). Revenue: NT$2.37b (up 49% from 1H 2022). Net income: NT$40.5m (up NT$144.6m from 1H 2022). Profit margin: 1.7% (up from net loss in 1H 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
New Risk • Jun 14New 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 6.0% 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 36% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Shareholders have been diluted in the past year (3.8% increase in shares outstanding).
Reported Earnings • Apr 29Full year 2022 earnings released: NT$5.42 loss per share (vs NT$3.83 profit in FY 2021)Full year 2022 results: NT$5.42 loss per share (down from NT$3.83 profit in FY 2021). Revenue: NT$3.79b (up 23% from FY 2021). Net loss: NT$100.8m (down 242% from profit in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Aug 26Upcoming dividend of NT$2.21 per shareEligible shareholders must have bought the stock before 02 September 2022. Payment date: 21 September 2022. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 2.2%. Lower than top quartile of Taiwanese dividend payers (6.4%). Lower than average of industry peers (3.3%).
Reported Earnings • Aug 15First half 2022 earnings released: NT$5.59 loss per share (vs NT$1.10 profit in 1H 2021)First half 2022 results: NT$5.59 loss per share (down from NT$1.10 profit in 1H 2021). Revenue: NT$1.59b (up 14% from 1H 2021). Net loss: NT$104.1m (down NT$124.6m from profit in 1H 2021). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$123, the stock trades at a trailing P/E ratio of 32.1x. Average trailing P/E is 27x in the Hospitality industry in Taiwan. Total returns to shareholders of 12% over the past three years.
Reported Earnings • May 02Full year 2021 earnings released: EPS: NT$3.83 (vs NT$5.35 in FY 2020)Full year 2021 results: EPS: NT$3.83 (down from NT$5.35 in FY 2020). Revenue: NT$3.08b (up 9.6% from FY 2020). Net income: NT$71.3m (down 28% from FY 2020). Profit margin: 2.3% (down from 3.5% 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 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$165, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 20x in the Hospitality industry in Taiwan. Total returns to shareholders of 65% over the past three years.
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$165, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 20x in the Hospitality industry in Taiwan. Total returns to shareholders of 65% over the past three years.
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$141, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 20x in the Hospitality industry in Taiwan. Total returns to shareholders of 11% over the past three years.
Upcoming Dividend • Aug 23Upcoming dividend of NT$3.50 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 23 September 2021. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (3.3%).
Reported Earnings • Aug 18First half 2021 earnings released: EPS NT$1.10 (vs NT$1.92 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: NT$1.40b (up 18% from 1H 2020). Net income: NT$20.5m (up NT$56.3m from 1H 2020). Profit margin: 1.5% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 6% per year.
Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$107, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 26x in the Hospitality industry in Taiwan. Total loss to shareholders of 30% over the past three years.
분석 기사 • Apr 29Kanpai (GTSM:1269) Has Some Way To Go To Become A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
분석 기사 • Mar 18Did You Miss Kanpai's (GTSM:1269) 63% Share Price Gain?On average, over time, stock markets tend to rise higher. This makes investing attractive. But if when you choose to...
Is New 90 Day High Low • Mar 11New 90-day high: NT$78.50The company is up 4.0% from its price of NT$75.30 on 10 December 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 5.0% over the same period.
분석 기사 • Feb 11Does It Make Sense To Buy Kanpai Co., Ltd (GTSM:1269) For Its Yield?Is Kanpai Co., Ltd ( GTSM:1269 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Is New 90 Day High Low • Feb 04New 90-day low: NT$72.00The company is down 6.0% from its price of NT$76.50 on 06 November 2020. The Taiwanese market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 1.0% over the same period.
분석 기사 • Jan 16Declining Stock and Decent Financials: Is The Market Wrong About Kanpai Co., Ltd (GTSM:1269)?It is hard to get excited after looking at Kanpai's (GTSM:1269) recent performance, when its stock has declined 7.5...
분석 기사 • Dec 21Is Kanpai (GTSM:1269) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Nov 30Has Kanpai (GTSM:1269) Got What It Takes To Become A Multi-Bagger?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep...
Is New 90 Day High Low • Nov 16New 90-day low: NT$76.20The company is down 4.0% from its price of NT$79.00 on 18 August 2020. The Taiwanese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 4.0% over the same period.