Reported Earnings • May 09
First quarter 2026 earnings released: NT$0.003 loss per share (vs NT$0.22 loss in 1Q 2025) First quarter 2026 results: NT$0.003 loss per share (improved from NT$0.22 loss in 1Q 2025). Revenue: NT$442.9m (up 16% from 1Q 2025). Net loss: NT$175.0k (loss narrowed 99% from 1Q 2025). Profit margin: 0% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. 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 10% per year, which means it has not declined as severely as earnings. 공시 • Mar 12
Camellia Metal Co., Ltd., Annual General Meeting, Jun 17, 2026 Camellia Metal Co., Ltd., Annual General Meeting, Jun 17, 2026. Location: b1 floor no,24, lu kung rd., lugang township, changhua county Taiwan Reported Earnings • Mar 12
Full year 2025 earnings released: NT$1.30 loss per share (vs NT$0.18 loss in FY 2024) Full year 2025 results: NT$1.30 loss per share (further deteriorated from NT$0.18 loss in FY 2024). Revenue: NT$1.58b (down 3.9% from FY 2024). Net loss: NT$89.9m (loss widened NT$77.1m from FY 2024). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings. Reported Earnings • Nov 06
Third quarter 2025 earnings released: NT$0.15 loss per share (vs NT$0.23 loss in 3Q 2024) Third quarter 2025 results: NT$0.15 loss per share (improved from NT$0.23 loss in 3Q 2024). Revenue: NT$399.1m (down 5.7% from 3Q 2024). Net loss: NT$10.6m (loss narrowed 32% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 07
Second quarter 2025 earnings released: NT$1.14 loss per share (vs NT$0.14 profit in 2Q 2024) Second quarter 2025 results: NT$1.14 loss per share (down from NT$0.14 profit in 2Q 2024). Revenue: NT$362.7m (down 17% from 2Q 2024). Net loss: NT$79.0m (down NT$88.6m from profit in 2Q 2024). 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 • May 10
First quarter 2025 earnings released: NT$0.22 loss per share (vs NT$0.073 loss in 1Q 2024) First quarter 2025 results: NT$0.22 loss per share (further deteriorated from NT$0.073 loss in 1Q 2024). Revenue: NT$381.7m (up 7.5% from 1Q 2024). Net loss: NT$15.3m (loss widened 204% from 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance. 공시 • Apr 30
Camellia Metal Co., Ltd. to Report Q1, 2025 Results on May 09, 2025 Camellia Metal Co., Ltd. announced that they will report Q1, 2025 results on May 09, 2025 Reported Earnings • Mar 25
Full year 2024 earnings released: NT$0.18 loss per share (vs NT$1.36 loss in FY 2023) Full year 2024 results: NT$0.18 loss per share (improved from NT$1.36 loss in FY 2023). Revenue: NT$1.64b (up 15% from FY 2023). Net loss: NT$12.8m (loss narrowed 86% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance. 공시 • Mar 13
Camellia Metal Co., Ltd., Annual General Meeting, Jun 11, 2025 Camellia Metal Co., Ltd., Annual General Meeting, Jun 11, 2025. Location: b1 floor no,24, lu kung rd., lugang township, changhua county Taiwan Reported Earnings • Nov 19
Third quarter 2024 earnings released: NT$0.23 loss per share (vs NT$0.22 loss in 3Q 2023) Third quarter 2024 results: NT$0.23 loss per share (further deteriorated from NT$0.22 loss in 3Q 2023). Revenue: NT$423.2m (up 20% from 3Q 2023). Net loss: NT$15.6m (loss widened 1.0% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance. 공시 • Nov 05
Camellia Metal Co., Ltd. to Report Q3, 2024 Results on Nov 13, 2024 Camellia Metal Co., Ltd. announced that they will report Q3, 2024 results on Nov 13, 2024 Reported Earnings • Aug 14
Second quarter 2024 earnings released: EPS: NT$0.14 (vs NT$0.077 loss in 2Q 2023) Second quarter 2024 results: EPS: NT$0.14 (up from NT$0.077 loss in 2Q 2023). Revenue: NT$436.9m (up 27% from 2Q 2023). Net income: NT$9.61m (up NT$15.0m from 2Q 2023). Profit margin: 2.2% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance. 공시 • Jul 31
Camellia Metal Co., Ltd. to Report Q2, 2024 Results on Aug 07, 2024 Camellia Metal Co., Ltd. announced that they will report Q2, 2024 results on Aug 07, 2024 Reported Earnings • May 13
First quarter 2024 earnings released: NT$0.07 loss per share (vs NT$0.64 loss in 1Q 2023) First quarter 2024 results: NT$0.07 loss per share (improved from NT$0.64 loss in 1Q 2023). Revenue: NT$355.2m (down 3.3% from 1Q 2023). Net loss: NT$5.03m (loss narrowed 89% from 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Buy Or Sell Opportunity • May 09
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 7.1% to NT$14.95. The fair value is estimated to be NT$18.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% over the last 3 years. Meanwhile, the company became loss making. 공시 • May 01
Camellia Metal Co., Ltd. to Report Q1, 2024 Results on May 08, 2024 Camellia Metal Co., Ltd. announced that they will report Q1, 2024 results at 9:00 AM, Taipei Standard Time on May 08, 2024 Buy Or Sell Opportunity • Mar 20
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 8.4% to NT$15.35. The fair value is estimated to be NT$19.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% over the last 3 years. Meanwhile, the company became loss making. Reported Earnings • Mar 20
Full year 2023 earnings released: NT$1.36 loss per share (vs NT$1.14 profit in FY 2022) Full year 2023 results: NT$1.36 loss per share (down from NT$1.14 profit in FY 2022). Revenue: NT$1.43b (down 34% from FY 2022). Net loss: NT$94.3m (down 219% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Reported Earnings • Aug 11
Second quarter 2023 earnings released: NT$0.08 loss per share (vs NT$0.55 profit in 2Q 2022) Second quarter 2023 results: NT$0.08 loss per share (down from NT$0.55 profit in 2Q 2022). Revenue: NT$342.9m (down 42% from 2Q 2022). Net loss: NT$5.37m (down 114% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Reported Earnings • Apr 07
Full year 2022 earnings released: EPS: NT$1.14 (vs NT$1.81 in FY 2021) Full year 2022 results: EPS: NT$1.14 (down from NT$1.81 in FY 2021). Revenue: NT$2.16b (down 20% from FY 2021). Net income: NT$79.2m (down 37% from FY 2021). Profit margin: 3.7% (down from 4.7% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Apr 06
Upcoming dividend of NT$1.00 per share at 5.2% yield Eligible shareholders must have bought the stock before 13 April 2023. Payment date: 15 May 2023. Payout ratio is a comfortable 51% but the company is paying out more than the cash it is generating. Trailing yield: 5.2%. Lower than top quartile of Taiwanese dividend payers (5.9%). Higher than average of industry peers (3.7%). Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . 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 12
Third quarter 2022 earnings released: EPS: NT$0.42 (vs NT$0.75 in 3Q 2021) Third quarter 2022 results: EPS: NT$0.42 (down from NT$0.75 in 3Q 2021). Revenue: NT$483.9m (down 36% from 3Q 2021). Net income: NT$29.2m (down 44% from 3Q 2021). Profit margin: 6.0% (down from 6.8% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 96% 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 05
Second quarter 2022 earnings released: EPS: NT$0.55 (vs NT$0.38 in 2Q 2021) Second quarter 2022 results: EPS: NT$0.55 (up from NT$0.38 in 2Q 2021). Revenue: NT$588.2m (down 17% from 2Q 2021). Net income: NT$38.4m (up 44% from 2Q 2021). Profit margin: 6.5% (up from 3.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Jun 22
Upcoming dividend of NT$1.00 per share Eligible shareholders must have bought the stock before 29 June 2022. Payment date: 27 July 2022. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 5.5%. Lower than top quartile of Taiwanese dividend payers (6.2%). Lower than average of industry peers (8.2%). Reported Earnings • May 06
First quarter 2022 earnings released: EPS: NT$0.57 (vs NT$0.26 in 1Q 2021) First quarter 2022 results: EPS: NT$0.57 (up from NT$0.26 in 1Q 2021). Revenue: NT$641.7m (up 12% from 1Q 2021). Net income: NT$39.2m (up 120% from 1Q 2021). Profit margin: 6.1% (up from 3.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Valuation Update With 7 Day Price Move • Apr 12
Investor sentiment improved over the past week After last week's 20% share price gain to NT$31.10, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 11x in the Metals and Mining industry in Taiwan. Total returns to shareholders of 145% over the past three years. Valuation Update With 7 Day Price Move • Mar 08
Investor sentiment improved over the past week After last week's 22% share price gain to NT$23.30, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 13x in the Metals and Mining industry in Taiwan. Total returns to shareholders of 71% over the past three years. Reported Earnings • Nov 15
Third quarter 2021 earnings released: EPS NT$0.75 (vs NT$0.45 loss in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$759.7m (up 79% from 3Q 2020). Net income: NT$52.0m (up NT$83.2m from 3Q 2020). Profit margin: 6.8% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Reported Earnings • Aug 13
Second quarter 2021 earnings released: EPS NT$0.38 (vs NT$0.58 loss in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$711.8m (up 114% from 2Q 2020). Net income: NT$26.6m (up NT$67.0m from 2Q 2020). Profit margin: 3.7% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance. Reported Earnings • May 16
First quarter 2021 earnings released: EPS NT$0.26 (vs NT$0.65 loss in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$575.6m (up 39% from 1Q 2020). Net income: NT$17.8m (up NT$62.9m from 1Q 2020). Profit margin: 3.1% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance. Upcoming Dividend • Apr 14
Upcoming dividend of NT$0.50 per share Eligible shareholders must have bought the stock before 21 April 2021. Payment date: 19 May 2021. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (4.8%). Higher than average of industry peers (1.9%). Reported Earnings • Mar 26
Full year 2020 earnings released: NT$1.49 loss per share (vs NT$0.82 loss in FY 2019) The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: NT$1.68b (down 21% from FY 2019). Net loss: NT$103.5m (loss widened 79% from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance. Is New 90 Day High Low • Dec 21
New 90-day high: NT$13.70 The company is up 16% from its price of NT$11.85 on 22 September 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 18% over the same period. Reported Earnings • Nov 13
Third quarter 2020 earnings released: NT$0.45 loss per share The company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2020 results: Revenue: NT$424.6m (down 19% from 3Q 2019). Net loss: NT$31.1m (loss widened 93% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 109% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Oct 30
New 90-day high: NT$13.50 The company is up 19% from its price of NT$11.30 on 31 July 2020. The Taiwanese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 8.0% over the same period.