View Future GrowthYFY 과거 순이익 실적과거 기준 점검 3/6YFY의 수입은 연평균 -30.1%의 비율로 감소해 온 반면, Forestry 산업은 수입이 연평균 0.6% 감소했습니다. 매출은 연평균 2.3%의 비율로 감소해 왔습니다. YFY의 자기자본이익률은 2.7%이고 순이익률은 3.2%입니다.핵심 정보-30.09%순이익 성장률-30.09%주당순이익(EPS) 성장률Forestry 산업 성장률11.20%매출 성장률-2.33%자기자본이익률2.67%순이익률3.16%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 16First quarter 2026 earnings released: EPS: NT$0.13 (vs NT$0.087 loss in 1Q 2025)First quarter 2026 results: EPS: NT$0.13 (up from NT$0.087 loss in 1Q 2025). Revenue: NT$18.0b (flat on 1Q 2025). Net income: NT$208.8m (up NT$353.5m from 1Q 2025). Profit margin: 1.2% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 7% per year.Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$1.19 (vs NT$0.98 in FY 2024)Full year 2025 results: EPS: NT$1.19 (up from NT$0.98 in FY 2024). Revenue: NT$73.6b (down 6.1% from FY 2024). Net income: NT$1.97b (up 21% from FY 2024). Profit margin: 2.7% (up from 2.1% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% 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 • Nov 18Third quarter 2025 earnings released: EPS: NT$0.91 (vs NT$0.47 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.91 (up from NT$0.47 in 3Q 2024). Revenue: NT$18.5b (down 7.9% from 3Q 2024). Net income: NT$1.51b (up 93% from 3Q 2024). Profit margin: 8.2% (up from 3.9% in 3Q 2024). The increase in margin was driven by lower expenses. 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 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.05 (vs NT$0.008 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.05 (up from NT$0.008 in 2Q 2024). Revenue: NT$18.2b (down 7.8% from 2Q 2024). Net income: NT$73.2m (up 469% from 2Q 2024). Profit margin: 0.4% (up from 0.1% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • May 16First quarter 2025 earnings released: NT$0.09 loss per share (vs NT$0.17 profit in 1Q 2024)First quarter 2025 results: NT$0.09 loss per share (down from NT$0.17 profit in 1Q 2024). Revenue: NT$18.1b (flat on 1Q 2024). Net loss: NT$144.7m (down 152% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공시 • May 07YFY Inc. to Report Q1, 2025 Results on May 14, 2025YFY Inc. announced that they will report Q1, 2025 results on May 14, 2025모든 업데이트 보기Recent updatesReported Earnings • May 16First quarter 2026 earnings released: EPS: NT$0.13 (vs NT$0.087 loss in 1Q 2025)First quarter 2026 results: EPS: NT$0.13 (up from NT$0.087 loss in 1Q 2025). Revenue: NT$18.0b (flat on 1Q 2025). Net income: NT$208.8m (up NT$353.5m from 1Q 2025). Profit margin: 1.2% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 7% per year.New Risk • Mar 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 36% 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 32% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$1.19 (vs NT$0.98 in FY 2024)Full year 2025 results: EPS: NT$1.19 (up from NT$0.98 in FY 2024). Revenue: NT$73.6b (down 6.1% from FY 2024). Net income: NT$1.97b (up 21% from FY 2024). Profit margin: 2.7% (up from 2.1% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% 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.공시 • Mar 16YFY Inc., Annual General Meeting, Jun 12, 2026YFY Inc., Annual General Meeting, Jun 12, 2026. Location: 5 floor no,24, sec.1 hang chou s. rd., taipei city TaiwanReported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$0.91 (vs NT$0.47 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.91 (up from NT$0.47 in 3Q 2024). Revenue: NT$18.5b (down 7.9% from 3Q 2024). Net income: NT$1.51b (up 93% from 3Q 2024). Profit margin: 8.2% (up from 3.9% in 3Q 2024). The increase in margin was driven by lower expenses. 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 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.05 (vs NT$0.008 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.05 (up from NT$0.008 in 2Q 2024). Revenue: NT$18.2b (down 7.8% from 2Q 2024). Net income: NT$73.2m (up 469% from 2Q 2024). Profit margin: 0.4% (up from 0.1% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 07Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 11 July 2025. Payment date: 08 August 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.3%).Declared Dividend • Jun 23Dividend reduced to NT$0.80Dividend of NT$0.80 is 11% lower than last year. Ex-date: 11th July 2025 Payment date: 8th August 2025 Dividend yield will be 3.5%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (110% 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 7.2% 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 22% to bring the payout ratio under control. However, EPS has declined by 15% over the last 5 years so the company would need to reverse this trend.공시 • Jun 21YFY Inc. Announces Cash Dividends, Payable on August 8, 2025YFY Inc. announced cash dividends of TWD 1,328,297,196 or TWD 0.8 per share. The Payment date of common stock cash dividend distribution of August 8, 2025 with Ex-rights (ex-dividend) trading date of July 11, 2025 and Ex-rights (ex-dividend) record date of July 19, 2025.Reported Earnings • May 16First quarter 2025 earnings released: NT$0.09 loss per share (vs NT$0.17 profit in 1Q 2024)First quarter 2025 results: NT$0.09 loss per share (down from NT$0.17 profit in 1Q 2024). Revenue: NT$18.1b (flat on 1Q 2024). Net loss: NT$144.7m (down 152% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공시 • May 07YFY Inc. to Report Q1, 2025 Results on May 14, 2025YFY Inc. announced that they will report Q1, 2025 results on May 14, 2025Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$23.30, the stock trades at a trailing P/E ratio of 23.7x. Average trailing P/E is 14x in the Forestry industry in Asia. Total loss to shareholders of 19% over the past three years.공시 • Mar 17YFY Inc., Annual General Meeting, Jun 20, 2025YFY Inc., Annual General Meeting, Jun 20, 2025. Location: 5 floor no,24, sec.1 hang chou s. rd., taipei city Taiwan공시 • Mar 07YFY Inc. to Report Fiscal Year 2024 Results on Mar 14, 2025YFY Inc. announced that they will report fiscal year 2024 results on Mar 14, 2025공시 • Mar 04YFY Inc. Announces Executive ChangesYFY Inc. announced the appointment of chief information security officer. Name, title, and resume of the previous position holder: York Kuo/General manager/Fidelis IT Solutions Co. Ltd. Name, title, and resume of the new position holder: Richard Chuang/General manager/Fidelis IT Solutions Co. Ltd. Effective date is on March 03, 2025.분석 기사 • Dec 19YFY (TWSE:1907) Might Be Having Difficulty Using Its Capital EffectivelyIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...분석 기사 • Nov 21Shareholders Can Be Confident That YFY's (TWSE:1907) Earnings Are High QualityYFY Inc.'s ( TWSE:1907 ) robust earnings report didn't manage to move the market for its stock. Our analysis suggests...Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$0.47 (vs NT$0.68 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.47 (down from NT$0.68 in 3Q 2023). Revenue: NT$20.1b (up 8.6% from 3Q 2023). Net income: NT$780.8m (down 31% from 3Q 2023). Profit margin: 3.9% (down from 6.1% 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 37% 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 • Oct 01YFY Inc.'s (TWSE:1907) Share Price Not Quite Adding UpWith a price-to-earnings (or "P/E") ratio of 25x YFY Inc. ( TWSE:1907 ) may be sending bearish signals at the moment...Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.01 (vs NT$0.12 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.01 (down from NT$0.12 in 2Q 2023). Revenue: NT$19.7b (up 8.9% from 2Q 2023). Net income: NT$12.9m (down 93% from 2Q 2023). Profit margin: 0.1% (down from 1.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% 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.공시 • Aug 06YFY Inc. to Report Q2, 2024 Results on Aug 13, 2024YFY Inc. announced that they will report Q2, 2024 results on Aug 13, 2024분석 기사 • Aug 06YFY (TWSE:1907) Will Be Hoping To Turn Its Returns On Capital AroundIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...분석 기사 • Jun 30YFY (TWSE:1907) Has Announced A Dividend Of NT$0.90The board of YFY Inc. ( TWSE:1907 ) has announced that it will pay a dividend on the 9th of August, with investors...분석 기사 • Jun 26YFY Inc.'s (TWSE:1907) Share Price Could Signal Some RiskThere wouldn't be many who think YFY Inc.'s ( TWSE:1907 ) price-to-earnings (or "P/E") ratio of 21.9x is worth a...Declared Dividend • Jun 22Dividend of NT$0.90 announcedShareholders will receive a dividend of NT$0.90. Ex-date: 11th July 2024 Payment date: 9th August 2024 Dividend yield will be 2.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 16First quarter 2024 earnings released: EPS: NT$0.17 (vs NT$0.002 in 1Q 2023)First quarter 2024 results: EPS: NT$0.17 (up from NT$0.002 in 1Q 2023). Revenue: NT$17.9b (up 2.2% from 1Q 2023). Net income: NT$279.0m (up NT$276.2m from 1Q 2023). Profit margin: 1.6% (up from 0% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 49% 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.분석 기사 • Apr 23Should You Think About Buying YFY Inc. (TWSE:1907) Now?YFY Inc. ( TWSE:1907 ), might not be a large cap stock, but it saw its share price hover around a small range of...분석 기사 • Mar 22YFY's (TWSE:1907) Weak Earnings May Only Reveal A Part Of The Whole PictureYFY Inc.'s ( TWSE:1907 ) recent weak earnings report didn't cause a big stock movement. We think that investors are...Reported Earnings • Mar 19Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: NT$1.10 (down from NT$1.31 in FY 2022). Revenue: NT$73.9b (down 7.2% from FY 2022). Net income: NT$1.83b (down 16% from FY 2022). Profit margin: 2.5% (down from 2.7% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공시 • Mar 15YFY Inc., Annual General Meeting, Jun 20, 2024YFY Inc., Annual General Meeting, Jun 20, 2024. Location: 5F, No.24, Sec. 1, Hangzhou S. Rd., Taipei, (GIS MOTC Convention Center) Taipei Taiwan Agenda: To consider report of 2023 business & financial statements; to consider Audit Committee report of 2023 audited financial report; to consider Report of the cash dividend distribution for year 2023; to consider Report of the employees & directors' remuneration for year 2023; to consider Report of the amendment Rules of Procedure for Board of Directors Meetings; to consider Ratification of operating reports and financial statements for year 2023; to consider ratification of earnings appropriation for year 2023; to elect the Company's 29th directors and independent directors; and to consider other matters.Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: NT$0.12 (vs NT$0.31 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.12 (down from NT$0.31 in 2Q 2022). Revenue: NT$18.1b (down 9.7% from 2Q 2022). Net income: NT$190.3m (down 63% from 2Q 2022). Profit margin: 1.1% (down from 2.6% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 06Upcoming dividend of NT$0.90 per share at 1.3% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 11 August 2023. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (1.9%).Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$39.70, the stock trades at a trailing P/E ratio of 34.2x. Average trailing P/E is 32x in the Forestry industry in Taiwan. Total returns to shareholders of 236% over the past three years.New Risk • Jun 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 6.0% 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 Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (2.5% net profit margin).공시 • Jun 21YFY Inc. Announces Cash Dividend for the Year 2022, Payable on August 11, 2023YFY Inc. at its shareholders meeting held on June 20, 2023, announced Cash dividends, TWD 1,494,334,346 (TWD 0.9 per share). Ex-rights (ex-dividend) trading date is on July 13, 2023 with Ex-rights (ex-dividend) record date is on July 19, 2023. Payment date of cash dividend distribution is on August 11, 2023.Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$37.00, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 10x in the Forestry industry in Asia. Total returns to shareholders of 210% over the past three years.Buying Opportunity • May 26Now 22% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be NT$41.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has declined by 3.2%. Revenue is forecast to grow by 5.9% in a year. Earnings is forecast to decline by 20% in the next year.Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: NT$1.31 (down from NT$3.13 in FY 2021). Revenue: NT$79.6b (down 6.6% from FY 2021). Net income: NT$2.17b (down 58% from FY 2021). Profit margin: 2.7% (down from 6.1% in FY 2021). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 4.4%. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.Board Change • Nov 16Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yie-Yun Chang was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$0.56 (vs NT$0.78 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.56 (down from NT$0.78 in 3Q 2021). Revenue: NT$2.51b (down 87% from 3Q 2021). Net income: NT$150.9m (down 88% from 3Q 2021). Profit margin: 6.0% (down from 6.6% 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 17% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.공시 • Nov 12YFY Inc. Appoints York Kuo as Chief Information Security OfficerYFY Inc. APPOINTS York Kuo/General manager /Fidelis IT Solutions Co. Ltd. as Chief Information Security Officer. effective date is November 11, 2022.공시 • Sep 28YFY Inc. Announces Executive ChangesYFY Inc. announced appointment of financial officer. Name, title, and resume of the previous position holder is K. T. Yin /VP of Center of Corporate Finance /YFY Inc. Name, title, and resume of the new position holder is Allen Chen /Assistant VP of Treasury Management Department /YFY Inc. Effective date is September 27, 2022.Reported Earnings • Aug 19Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: NT$0.31 (down from NT$1.02 in 2Q 2021). Revenue: NT$20.1b (down 11% from 2Q 2021). Net income: NT$519.1m (down 69% from 2Q 2021). Profit margin: 2.6% (down from 7.5% in 2Q 2021). Revenue exceeded analyst estimates by 9.4%. Earnings per share (EPS) also surpassed analyst estimates by 1,450%. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 29% per year.Upcoming Dividend • Jul 08Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 15 July 2022. Payment date: 18 August 2022. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 6.1%. Lower than top quartile of Taiwanese dividend payers (6.8%). In line with average of industry peers (5.8%).공시 • Jun 25YFY Inc. Announces Cash Dividend for 2021YFY Inc. announced cash dividends of TWD 2,490,557,243 or (TWD 1.5 per share) for 2021, Ex-rights (ex-dividend) record date is July 23, 2022 and Ex-rights (ex-dividend) trading date is July 15, 2022.Reported Earnings • May 22First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: NT$0.15 (down from NT$0.94 in 1Q 2021). Revenue: NT$19.8b (down 7.0% from 1Q 2021). Net income: NT$244.4m (down 84% from 1Q 2021). Profit margin: 1.2% (down from 7.3% in 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • May 19Consensus revenue estimates fall by 13%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$86.5b to NT$75.5b. EPS estimate fell from NT$2.98 to NT$0.71 per share. Net income forecast to shrink 77% next year vs 31% growth forecast for Forestry industry in Taiwan . Consensus price target down from NT$35.00 to NT$22.00. Share price fell 6.5% to NT$26.45 over the past week.Price Target Changed • May 18Price target decreased to NT$22.00Down from NT$35.35, the current price target is provided by 1 analyst. New target price is 19% below last closing price of NT$27.05. Stock is down 20% over the past year. The company is forecast to post earnings per share of NT$0.71 for next year compared to NT$3.13 last year.Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yie-Yun Chang was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Mar 18Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: NT$3.13 (down from NT$3.14 in FY 2020). Revenue: NT$85.3b (up 17% from FY 2020). Net income: NT$5.20b (flat on FY 2020). Profit margin: 6.1% (down from 7.1% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 1.4%, compared to a 26% growth forecast for the industry in Taiwan. 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 40% per year, which means it is significantly lagging earnings growth.공시 • Jan 30YFY Inc. Approves to Change the President of the CompanyYFY Inc. appointed David Lo as President in place of Willie Tsai, effective February 7, 2022. David Lo is Managing Director, UBS Taipei Branch.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.64 (vs NT$1.33 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$2.23b (down 88% from 3Q 2020). Net income: NT$156.8m (down 93% from 3Q 2020). Profit margin: 7.0% (down from 12% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS NT$1.02 (vs NT$0.76 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$22.6b (up 30% from 2Q 2020). Net income: NT$1.70b (up 34% from 2Q 2020). Profit margin: 7.5% (up from 7.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 29% share price gain to NT$50.60, the stock trades at a trailing P/E ratio of 13.7x. Average forward P/E is 12x in the Forestry industry in Taiwan. Total returns to shareholders of 360% over the past three years.Upcoming Dividend • Jun 02Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 09 June 2021. Payment date: 09 July 2021. Trailing yield: 3.8%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.0%).Executive Departure • May 26Assistant VP & Director has left the companyOn the 17th of May, Hsing Hui Ho's tenure in the role of Assistant VP & Director ended. We don't have any record of a personal shareholding under Hsing Hui's name. A total of 3 executives have left over the last 12 months.Executive Departure • May 26Independent Director has left the companyOn the 17th of May, Wen-Cheng Huang's tenure as Independent Director ended after 8.9 years in the role. We don't have any record of a personal shareholding under Wen-Cheng's name. A total of 3 executives have left over the last 12 months.Executive Departure • May 26Independent Director has left the companyOn the 17th of May, Tian Chong Chen's tenure as Independent Director ended after 8.9 years in the role. We don't have any record of a personal shareholding under Tian Chong's name. A total of 3 executives have left over the last 12 months.Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$35.50, the stock trades at a trailing P/E ratio of 9.6x. Average forward P/E is 13x in the Forestry industry in Taiwan. Total returns to shareholders of 223% over the past three years.공시 • May 18YFY Inc. Approves Cash Dividend for the Year 2020YFY Inc. at its shareholders meeting held on May 17, 2021, approved cash dividend of TWD 2,490,557,243 (TWD 1.5 per share). Ex-rights (ex-dividend) trading date is June 09, 2021, ex-rights (ex-dividend) record date is June 15, 2021.Reported Earnings • May 16First quarter 2021 earnings released: EPS NT$0.94 (vs NT$0.38 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$21.3b (up 32% from 1Q 2020). Net income: NT$1.56b (up 145% from 1Q 2020). Profit margin: 7.3% (up from 3.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.분석 기사 • Apr 20YFY (TPE:1907) Is Doing The Right Things To Multiply Its Share PriceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$37.10, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Forestry industry in Asia. Total returns to shareholders of 226% over the past three years.분석 기사 • Apr 05Why YFY's (TPE:1907) Earnings Are Better Than They SeemThe recent earnings posted by YFY Inc. ( TPE:1907 ) were solid, but the stock didn't move as much as we expected. We...Reported Earnings • Mar 30Full year 2020 earnings released: EPS NT$3.14 (vs NT$1.38 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$73.2b (down 2.0% from FY 2019). Net income: NT$5.21b (up 128% from FY 2019). Profit margin: 7.1% (up from 3.1% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.분석 기사 • Mar 28Why Dividend Hunters Love YFY Inc. (TPE:1907)Today we'll take a closer look at YFY Inc. ( TPE:1907 ) from a dividend investor's perspective. Owning a strong...분석 기사 • Mar 13These 4 Measures Indicate That YFY (TPE:1907) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Mar 09New 90-day high: NT$29.70The company is up 24% from its price of NT$23.90 on 09 December 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 16% over the same period.공시 • Feb 27YFY Inc., Annual General Meeting, May 17, 2021YFY Inc., Annual General Meeting, May 17, 2021. Location: 5F, No.24, Sec. 1 Hangzhou S. Rd. Taipei Taiwan Agenda: To consider and approve the report of 2020 business & financial statements; to consider and approve the Audit Committee report of 2020 audited financial report;to consider and approve the report of the employees & directors' remuneration for year 2020; and to consider and approve the report the share release plan by installments of the subsidiary, Yuen Foong Yu Consumer Products., Ltd., to conduct its IPO plan 5.Cause for convening the meeting; to consider and approve the board members elections; and to consider and approve other business.분석 기사 • Feb 26YFY (TPE:1907) Has Gifted Shareholders With A Fantastic 203% Total Return On Their InvestmentThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...분석 기사 • Feb 11Declining Stock and Solid Fundamentals: Is The Market Wrong About YFY Inc. (TPE:1907)?It is hard to get excited after looking at YFY's (TPE:1907) recent performance, when its stock has declined 10% over...분석 기사 • Jan 29I Ran A Stock Scan For Earnings Growth And YFY (TPE:1907) Passed With EaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Jan 16Estimating The Intrinsic Value Of YFY Inc. (TPE:1907)How far off is YFY Inc. ( TPE:1907 ) from its intrinsic value? Using the most recent financial data, we'll take a look...분석 기사 • Jan 03Will YFY's (TPE:1907) Growth In ROCE Persist?What are the early trends we should look for to identify a stock that could multiply in value over the long term...분석 기사 • Dec 19Does YFY Inc. (TPE:1907) Have A Place In Your Dividend Portfolio?Could YFY Inc. ( TPE:1907 ) be an attractive dividend share to own for the long haul? Investors are often drawn to...Is New 90 Day High Low • Dec 15New 90-day high: NT$24.90The company is up 35% from its price of NT$18.45 on 16 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$21.94 per share.분석 기사 • Dec 06These 4 Measures Indicate That YFY (TPE:1907) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...분석 기사 • Nov 23YFY (TPE:1907) Has Gifted Shareholders With A Fantastic 160% Total Return On Their InvestmentThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on a lighter note, a...공시 • Nov 21YFY Inc. Announces Judgment Result of the 106 Jin-Jun-Su-Tze No.18 Announced by Taipei District CourtYFY Inc. announced judgment result of the 106 Jin-Jun-Su-Tze No.18 announced by Taipei District Court. Parties to the legal matter: Director SC Ho, previous director SY Chiu, and the senior managers JB Chang, CF Wu, SS Chan and JC Min. Details of occurrence: A subsidiary of the company purchased certain exchangeable bond in the amount of USD 8.5 million issued by Giant Crystal in 2011. The prosecutor after investigation is of the view that the transaction was consummated in violation the Securities and Exchange Act and the Criminal Law and the relevant personals was indicated on August 18, 2018. The Taipei District Court announced its judgment as follows: Director SC Ho 8 years and 6 month, previous Director SY Chiu 4 years and 8 month, JB Chang 4 years and 6 month plus 4 month, SS Chan 4 years plus 6 month, and CF Wu and JC Min not guilty. The case can be appealed. The result has no material impact on the finance and business operations of the Company.Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$1.33The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$18.8b (down 1.6% from 3Q 2019). Net income: NT$2.22b (up 88% from 3Q 2019). Profit margin: 12% (up from 6.2% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Nov 13New 90-day high: NT$22.35The company is up 52% from its price of NT$14.75 on 14 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$30.56 per share.Is New 90 Day High Low • Oct 26New 90-day high: NT$19.95The company is up 50% from its price of NT$13.30 on 28 July 2020. The Taiwanese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$13.55 per share.매출 및 비용 세부 내역YFY가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TWSE:1907 매출, 비용 및 순이익 (TWD Millions)날짜매출순이익일반관리비연구개발비31 Mar 2673,5392,3279,63457831 Dec 2573,6431,9749,77060530 Sep 2575,4351,9959,82061230 Jun 2577,0121,26810,02764231 Mar 2578,5591,20710,09664531 Dec 2478,4131,6319,96761530 Sep 2477,4511,5729,89858830 Jun 2475,8621,9259,73857231 Mar 2474,2582,1039,58654431 Dec 2373,8671,8279,40554130 Sep 2373,4911,9489,24849730 Jun 2375,4102,2769,22851431 Mar 2377,3522,6059,25253031 Dec 2279,6362,8479,41455430 Sep 2281,9342,8759,50858530 Jun 2281,3162,7149,42556131 Mar 2283,8003,8919,48059731 Dec 2185,2995,2049,53560830 Sep 2184,5595,6479,66068230 Jun 2183,5626,5619,56963731 Mar 2178,3576,1329,15352331 Dec 2073,2355,2098,94343530 Sep 2071,6664,5638,96032330 Jun 2071,9733,5279,04533231 Mar 2073,5862,8009,21035431 Dec 1974,7602,2869,22035130 Sep 1975,0161,9399,14133530 Jun 1975,9091,5539,10030531 Mar 1975,9861,4519,13727231 Dec 1876,4401,4409,07025530 Sep 1874,8081,4258,97225030 Jun 1872,2851,6998,91325631 Mar 1869,0801,7628,84824531 Dec 1766,7701,6078,82022630 Sep 1765,7551,5319,22620130 Jun 1763,8518169,13115831 Mar 1763,8502019,21414531 Dec 1663,3541269,25914130 Sep 1662,820538,72914030 Jun 1663,4921528,80915231 Mar 1663,6315498,82014831 Dec 1563,5805028,83014830 Sep 1563,6379989,00214530 Jun 1562,8041,0598,948132양질의 수익: 1907는 NT$712.4M 규모의 큰 일회성 이익이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.이익 마진 증가: 1907의 현재 순 이익률 (3.2%)은 지난해 (1.5%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 1907의 수익은 지난 5년 동안 연평균 30.1% 감소했습니다.성장 가속화: 지난 1년간 1907 의 수익 증가율(92.7%)은 연간 평균(-30.1%)을 초과합니다.수익 대 산업: 1907의 지난 1년 수익 증가율(92.7%)은 Forestry 업계의 -0.9%를 상회했습니다.자기자본이익률높은 ROE: 1907의 자본 수익률(2.7%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMaterials 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/23 00:52종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스YFY Inc.는 3명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Xin LiuCapital Securities CorporationShawn YangMasterlink Securities Investment AdvisoryAlvin LiaoSinoPac Securities Investment Service
Reported Earnings • May 16First quarter 2026 earnings released: EPS: NT$0.13 (vs NT$0.087 loss in 1Q 2025)First quarter 2026 results: EPS: NT$0.13 (up from NT$0.087 loss in 1Q 2025). Revenue: NT$18.0b (flat on 1Q 2025). Net income: NT$208.8m (up NT$353.5m from 1Q 2025). Profit margin: 1.2% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 7% per year.
Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$1.19 (vs NT$0.98 in FY 2024)Full year 2025 results: EPS: NT$1.19 (up from NT$0.98 in FY 2024). Revenue: NT$73.6b (down 6.1% from FY 2024). Net income: NT$1.97b (up 21% from FY 2024). Profit margin: 2.7% (up from 2.1% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% 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 • Nov 18Third quarter 2025 earnings released: EPS: NT$0.91 (vs NT$0.47 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.91 (up from NT$0.47 in 3Q 2024). Revenue: NT$18.5b (down 7.9% from 3Q 2024). Net income: NT$1.51b (up 93% from 3Q 2024). Profit margin: 8.2% (up from 3.9% in 3Q 2024). The increase in margin was driven by lower expenses. 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 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.05 (vs NT$0.008 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.05 (up from NT$0.008 in 2Q 2024). Revenue: NT$18.2b (down 7.8% from 2Q 2024). Net income: NT$73.2m (up 469% from 2Q 2024). Profit margin: 0.4% (up from 0.1% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • May 16First quarter 2025 earnings released: NT$0.09 loss per share (vs NT$0.17 profit in 1Q 2024)First quarter 2025 results: NT$0.09 loss per share (down from NT$0.17 profit in 1Q 2024). Revenue: NT$18.1b (flat on 1Q 2024). Net loss: NT$144.7m (down 152% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공시 • May 07YFY Inc. to Report Q1, 2025 Results on May 14, 2025YFY Inc. announced that they will report Q1, 2025 results on May 14, 2025
Reported Earnings • May 16First quarter 2026 earnings released: EPS: NT$0.13 (vs NT$0.087 loss in 1Q 2025)First quarter 2026 results: EPS: NT$0.13 (up from NT$0.087 loss in 1Q 2025). Revenue: NT$18.0b (flat on 1Q 2025). Net income: NT$208.8m (up NT$353.5m from 1Q 2025). Profit margin: 1.2% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 7% per year.
New Risk • Mar 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 36% 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 32% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
Reported Earnings • Mar 17Full year 2025 earnings released: EPS: NT$1.19 (vs NT$0.98 in FY 2024)Full year 2025 results: EPS: NT$1.19 (up from NT$0.98 in FY 2024). Revenue: NT$73.6b (down 6.1% from FY 2024). Net income: NT$1.97b (up 21% from FY 2024). Profit margin: 2.7% (up from 2.1% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% 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.
공시 • Mar 16YFY Inc., Annual General Meeting, Jun 12, 2026YFY Inc., Annual General Meeting, Jun 12, 2026. Location: 5 floor no,24, sec.1 hang chou s. rd., taipei city Taiwan
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$0.91 (vs NT$0.47 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.91 (up from NT$0.47 in 3Q 2024). Revenue: NT$18.5b (down 7.9% from 3Q 2024). Net income: NT$1.51b (up 93% from 3Q 2024). Profit margin: 8.2% (up from 3.9% in 3Q 2024). The increase in margin was driven by lower expenses. 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 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$0.05 (vs NT$0.008 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.05 (up from NT$0.008 in 2Q 2024). Revenue: NT$18.2b (down 7.8% from 2Q 2024). Net income: NT$73.2m (up 469% from 2Q 2024). Profit margin: 0.4% (up from 0.1% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 07Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 11 July 2025. Payment date: 08 August 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.4%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.3%).
Declared Dividend • Jun 23Dividend reduced to NT$0.80Dividend of NT$0.80 is 11% lower than last year. Ex-date: 11th July 2025 Payment date: 8th August 2025 Dividend yield will be 3.5%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (110% 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 7.2% 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 22% to bring the payout ratio under control. However, EPS has declined by 15% over the last 5 years so the company would need to reverse this trend.
공시 • Jun 21YFY Inc. Announces Cash Dividends, Payable on August 8, 2025YFY Inc. announced cash dividends of TWD 1,328,297,196 or TWD 0.8 per share. The Payment date of common stock cash dividend distribution of August 8, 2025 with Ex-rights (ex-dividend) trading date of July 11, 2025 and Ex-rights (ex-dividend) record date of July 19, 2025.
Reported Earnings • May 16First quarter 2025 earnings released: NT$0.09 loss per share (vs NT$0.17 profit in 1Q 2024)First quarter 2025 results: NT$0.09 loss per share (down from NT$0.17 profit in 1Q 2024). Revenue: NT$18.1b (flat on 1Q 2024). Net loss: NT$144.7m (down 152% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공시 • May 07YFY Inc. to Report Q1, 2025 Results on May 14, 2025YFY Inc. announced that they will report Q1, 2025 results on May 14, 2025
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to NT$23.30, the stock trades at a trailing P/E ratio of 23.7x. Average trailing P/E is 14x in the Forestry industry in Asia. Total loss to shareholders of 19% over the past three years.
공시 • Mar 17YFY Inc., Annual General Meeting, Jun 20, 2025YFY Inc., Annual General Meeting, Jun 20, 2025. Location: 5 floor no,24, sec.1 hang chou s. rd., taipei city Taiwan
공시 • Mar 07YFY Inc. to Report Fiscal Year 2024 Results on Mar 14, 2025YFY Inc. announced that they will report fiscal year 2024 results on Mar 14, 2025
공시 • Mar 04YFY Inc. Announces Executive ChangesYFY Inc. announced the appointment of chief information security officer. Name, title, and resume of the previous position holder: York Kuo/General manager/Fidelis IT Solutions Co. Ltd. Name, title, and resume of the new position holder: Richard Chuang/General manager/Fidelis IT Solutions Co. Ltd. Effective date is on March 03, 2025.
분석 기사 • Dec 19YFY (TWSE:1907) Might Be Having Difficulty Using Its Capital EffectivelyIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
분석 기사 • Nov 21Shareholders Can Be Confident That YFY's (TWSE:1907) Earnings Are High QualityYFY Inc.'s ( TWSE:1907 ) robust earnings report didn't manage to move the market for its stock. Our analysis suggests...
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: NT$0.47 (vs NT$0.68 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.47 (down from NT$0.68 in 3Q 2023). Revenue: NT$20.1b (up 8.6% from 3Q 2023). Net income: NT$780.8m (down 31% from 3Q 2023). Profit margin: 3.9% (down from 6.1% 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 37% 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 • Oct 01YFY Inc.'s (TWSE:1907) Share Price Not Quite Adding UpWith a price-to-earnings (or "P/E") ratio of 25x YFY Inc. ( TWSE:1907 ) may be sending bearish signals at the moment...
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.01 (vs NT$0.12 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.01 (down from NT$0.12 in 2Q 2023). Revenue: NT$19.7b (up 8.9% from 2Q 2023). Net income: NT$12.9m (down 93% from 2Q 2023). Profit margin: 0.1% (down from 1.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% 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.
공시 • Aug 06YFY Inc. to Report Q2, 2024 Results on Aug 13, 2024YFY Inc. announced that they will report Q2, 2024 results on Aug 13, 2024
분석 기사 • Aug 06YFY (TWSE:1907) Will Be Hoping To Turn Its Returns On Capital AroundIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
분석 기사 • Jun 30YFY (TWSE:1907) Has Announced A Dividend Of NT$0.90The board of YFY Inc. ( TWSE:1907 ) has announced that it will pay a dividend on the 9th of August, with investors...
분석 기사 • Jun 26YFY Inc.'s (TWSE:1907) Share Price Could Signal Some RiskThere wouldn't be many who think YFY Inc.'s ( TWSE:1907 ) price-to-earnings (or "P/E") ratio of 21.9x is worth a...
Declared Dividend • Jun 22Dividend of NT$0.90 announcedShareholders will receive a dividend of NT$0.90. Ex-date: 11th July 2024 Payment date: 9th August 2024 Dividend yield will be 2.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 16First quarter 2024 earnings released: EPS: NT$0.17 (vs NT$0.002 in 1Q 2023)First quarter 2024 results: EPS: NT$0.17 (up from NT$0.002 in 1Q 2023). Revenue: NT$17.9b (up 2.2% from 1Q 2023). Net income: NT$279.0m (up NT$276.2m from 1Q 2023). Profit margin: 1.6% (up from 0% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 49% 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.
분석 기사 • Apr 23Should You Think About Buying YFY Inc. (TWSE:1907) Now?YFY Inc. ( TWSE:1907 ), might not be a large cap stock, but it saw its share price hover around a small range of...
분석 기사 • Mar 22YFY's (TWSE:1907) Weak Earnings May Only Reveal A Part Of The Whole PictureYFY Inc.'s ( TWSE:1907 ) recent weak earnings report didn't cause a big stock movement. We think that investors are...
Reported Earnings • Mar 19Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: NT$1.10 (down from NT$1.31 in FY 2022). Revenue: NT$73.9b (down 7.2% from FY 2022). Net income: NT$1.83b (down 16% from FY 2022). Profit margin: 2.5% (down from 2.7% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공시 • Mar 15YFY Inc., Annual General Meeting, Jun 20, 2024YFY Inc., Annual General Meeting, Jun 20, 2024. Location: 5F, No.24, Sec. 1, Hangzhou S. Rd., Taipei, (GIS MOTC Convention Center) Taipei Taiwan Agenda: To consider report of 2023 business & financial statements; to consider Audit Committee report of 2023 audited financial report; to consider Report of the cash dividend distribution for year 2023; to consider Report of the employees & directors' remuneration for year 2023; to consider Report of the amendment Rules of Procedure for Board of Directors Meetings; to consider Ratification of operating reports and financial statements for year 2023; to consider ratification of earnings appropriation for year 2023; to elect the Company's 29th directors and independent directors; and to consider other matters.
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: NT$0.12 (vs NT$0.31 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.12 (down from NT$0.31 in 2Q 2022). Revenue: NT$18.1b (down 9.7% from 2Q 2022). Net income: NT$190.3m (down 63% from 2Q 2022). Profit margin: 1.1% (down from 2.6% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 06Upcoming dividend of NT$0.90 per share at 1.3% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 11 August 2023. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of Taiwanese dividend payers (5.4%). Lower than average of industry peers (1.9%).
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$39.70, the stock trades at a trailing P/E ratio of 34.2x. Average trailing P/E is 32x in the Forestry industry in Taiwan. Total returns to shareholders of 236% over the past three years.
New Risk • Jun 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 6.0% 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 Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (2.5% net profit margin).
공시 • Jun 21YFY Inc. Announces Cash Dividend for the Year 2022, Payable on August 11, 2023YFY Inc. at its shareholders meeting held on June 20, 2023, announced Cash dividends, TWD 1,494,334,346 (TWD 0.9 per share). Ex-rights (ex-dividend) trading date is on July 13, 2023 with Ex-rights (ex-dividend) record date is on July 19, 2023. Payment date of cash dividend distribution is on August 11, 2023.
Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$37.00, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 10x in the Forestry industry in Asia. Total returns to shareholders of 210% over the past three years.
Buying Opportunity • May 26Now 22% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be NT$41.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has declined by 3.2%. Revenue is forecast to grow by 5.9% in a year. Earnings is forecast to decline by 20% in the next year.
Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: NT$1.31 (down from NT$3.13 in FY 2021). Revenue: NT$79.6b (down 6.6% from FY 2021). Net income: NT$2.17b (down 58% from FY 2021). Profit margin: 2.7% (down from 6.1% in FY 2021). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 4.4%. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.
Board Change • Nov 16Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yie-Yun Chang was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$0.56 (vs NT$0.78 in 3Q 2021)Third quarter 2022 results: EPS: NT$0.56 (down from NT$0.78 in 3Q 2021). Revenue: NT$2.51b (down 87% from 3Q 2021). Net income: NT$150.9m (down 88% from 3Q 2021). Profit margin: 6.0% (down from 6.6% 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 17% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Nov 12YFY Inc. Appoints York Kuo as Chief Information Security OfficerYFY Inc. APPOINTS York Kuo/General manager /Fidelis IT Solutions Co. Ltd. as Chief Information Security Officer. effective date is November 11, 2022.
공시 • Sep 28YFY Inc. Announces Executive ChangesYFY Inc. announced appointment of financial officer. Name, title, and resume of the previous position holder is K. T. Yin /VP of Center of Corporate Finance /YFY Inc. Name, title, and resume of the new position holder is Allen Chen /Assistant VP of Treasury Management Department /YFY Inc. Effective date is September 27, 2022.
Reported Earnings • Aug 19Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: NT$0.31 (down from NT$1.02 in 2Q 2021). Revenue: NT$20.1b (down 11% from 2Q 2021). Net income: NT$519.1m (down 69% from 2Q 2021). Profit margin: 2.6% (down from 7.5% in 2Q 2021). Revenue exceeded analyst estimates by 9.4%. Earnings per share (EPS) also surpassed analyst estimates by 1,450%. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 29% per year.
Upcoming Dividend • Jul 08Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 15 July 2022. Payment date: 18 August 2022. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 6.1%. Lower than top quartile of Taiwanese dividend payers (6.8%). In line with average of industry peers (5.8%).
공시 • Jun 25YFY Inc. Announces Cash Dividend for 2021YFY Inc. announced cash dividends of TWD 2,490,557,243 or (TWD 1.5 per share) for 2021, Ex-rights (ex-dividend) record date is July 23, 2022 and Ex-rights (ex-dividend) trading date is July 15, 2022.
Reported Earnings • May 22First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: NT$0.15 (down from NT$0.94 in 1Q 2021). Revenue: NT$19.8b (down 7.0% from 1Q 2021). Net income: NT$244.4m (down 84% from 1Q 2021). Profit margin: 1.2% (down from 7.3% in 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • May 19Consensus revenue estimates fall by 13%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$86.5b to NT$75.5b. EPS estimate fell from NT$2.98 to NT$0.71 per share. Net income forecast to shrink 77% next year vs 31% growth forecast for Forestry industry in Taiwan . Consensus price target down from NT$35.00 to NT$22.00. Share price fell 6.5% to NT$26.45 over the past week.
Price Target Changed • May 18Price target decreased to NT$22.00Down from NT$35.35, the current price target is provided by 1 analyst. New target price is 19% below last closing price of NT$27.05. Stock is down 20% over the past year. The company is forecast to post earnings per share of NT$0.71 for next year compared to NT$3.13 last year.
Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yie-Yun Chang was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Mar 18Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: NT$3.13 (down from NT$3.14 in FY 2020). Revenue: NT$85.3b (up 17% from FY 2020). Net income: NT$5.20b (flat on FY 2020). Profit margin: 6.1% (down from 7.1% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 1.4%, compared to a 26% growth forecast for the industry in Taiwan. 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 40% per year, which means it is significantly lagging earnings growth.
공시 • Jan 30YFY Inc. Approves to Change the President of the CompanyYFY Inc. appointed David Lo as President in place of Willie Tsai, effective February 7, 2022. David Lo is Managing Director, UBS Taipei Branch.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.64 (vs NT$1.33 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$2.23b (down 88% from 3Q 2020). Net income: NT$156.8m (down 93% from 3Q 2020). Profit margin: 7.0% (down from 12% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS NT$1.02 (vs NT$0.76 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$22.6b (up 30% from 2Q 2020). Net income: NT$1.70b (up 34% from 2Q 2020). Profit margin: 7.5% (up from 7.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 29% share price gain to NT$50.60, the stock trades at a trailing P/E ratio of 13.7x. Average forward P/E is 12x in the Forestry industry in Taiwan. Total returns to shareholders of 360% over the past three years.
Upcoming Dividend • Jun 02Upcoming dividend of NT$1.50 per shareEligible shareholders must have bought the stock before 09 June 2021. Payment date: 09 July 2021. Trailing yield: 3.8%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.0%).
Executive Departure • May 26Assistant VP & Director has left the companyOn the 17th of May, Hsing Hui Ho's tenure in the role of Assistant VP & Director ended. We don't have any record of a personal shareholding under Hsing Hui's name. A total of 3 executives have left over the last 12 months.
Executive Departure • May 26Independent Director has left the companyOn the 17th of May, Wen-Cheng Huang's tenure as Independent Director ended after 8.9 years in the role. We don't have any record of a personal shareholding under Wen-Cheng's name. A total of 3 executives have left over the last 12 months.
Executive Departure • May 26Independent Director has left the companyOn the 17th of May, Tian Chong Chen's tenure as Independent Director ended after 8.9 years in the role. We don't have any record of a personal shareholding under Tian Chong's name. A total of 3 executives have left over the last 12 months.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$35.50, the stock trades at a trailing P/E ratio of 9.6x. Average forward P/E is 13x in the Forestry industry in Taiwan. Total returns to shareholders of 223% over the past three years.
공시 • May 18YFY Inc. Approves Cash Dividend for the Year 2020YFY Inc. at its shareholders meeting held on May 17, 2021, approved cash dividend of TWD 2,490,557,243 (TWD 1.5 per share). Ex-rights (ex-dividend) trading date is June 09, 2021, ex-rights (ex-dividend) record date is June 15, 2021.
Reported Earnings • May 16First quarter 2021 earnings released: EPS NT$0.94 (vs NT$0.38 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$21.3b (up 32% from 1Q 2020). Net income: NT$1.56b (up 145% from 1Q 2020). Profit margin: 7.3% (up from 3.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
분석 기사 • Apr 20YFY (TPE:1907) Is Doing The Right Things To Multiply Its Share PriceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$37.10, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Forestry industry in Asia. Total returns to shareholders of 226% over the past three years.
분석 기사 • Apr 05Why YFY's (TPE:1907) Earnings Are Better Than They SeemThe recent earnings posted by YFY Inc. ( TPE:1907 ) were solid, but the stock didn't move as much as we expected. We...
Reported Earnings • Mar 30Full year 2020 earnings released: EPS NT$3.14 (vs NT$1.38 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$73.2b (down 2.0% from FY 2019). Net income: NT$5.21b (up 128% from FY 2019). Profit margin: 7.1% (up from 3.1% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
분석 기사 • Mar 28Why Dividend Hunters Love YFY Inc. (TPE:1907)Today we'll take a closer look at YFY Inc. ( TPE:1907 ) from a dividend investor's perspective. Owning a strong...
분석 기사 • Mar 13These 4 Measures Indicate That YFY (TPE:1907) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Mar 09New 90-day high: NT$29.70The company is up 24% from its price of NT$23.90 on 09 December 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 16% over the same period.
공시 • Feb 27YFY Inc., Annual General Meeting, May 17, 2021YFY Inc., Annual General Meeting, May 17, 2021. Location: 5F, No.24, Sec. 1 Hangzhou S. Rd. Taipei Taiwan Agenda: To consider and approve the report of 2020 business & financial statements; to consider and approve the Audit Committee report of 2020 audited financial report;to consider and approve the report of the employees & directors' remuneration for year 2020; and to consider and approve the report the share release plan by installments of the subsidiary, Yuen Foong Yu Consumer Products., Ltd., to conduct its IPO plan 5.Cause for convening the meeting; to consider and approve the board members elections; and to consider and approve other business.
분석 기사 • Feb 26YFY (TPE:1907) Has Gifted Shareholders With A Fantastic 203% Total Return On Their InvestmentThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...
분석 기사 • Feb 11Declining Stock and Solid Fundamentals: Is The Market Wrong About YFY Inc. (TPE:1907)?It is hard to get excited after looking at YFY's (TPE:1907) recent performance, when its stock has declined 10% over...
분석 기사 • Jan 29I Ran A Stock Scan For Earnings Growth And YFY (TPE:1907) Passed With EaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Jan 16Estimating The Intrinsic Value Of YFY Inc. (TPE:1907)How far off is YFY Inc. ( TPE:1907 ) from its intrinsic value? Using the most recent financial data, we'll take a look...
분석 기사 • Jan 03Will YFY's (TPE:1907) Growth In ROCE Persist?What are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 • Dec 19Does YFY Inc. (TPE:1907) Have A Place In Your Dividend Portfolio?Could YFY Inc. ( TPE:1907 ) be an attractive dividend share to own for the long haul? Investors are often drawn to...
Is New 90 Day High Low • Dec 15New 90-day high: NT$24.90The company is up 35% from its price of NT$18.45 on 16 September 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$21.94 per share.
분석 기사 • Dec 06These 4 Measures Indicate That YFY (TPE:1907) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
분석 기사 • Nov 23YFY (TPE:1907) Has Gifted Shareholders With A Fantastic 160% Total Return On Their InvestmentThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on a lighter note, a...
공시 • Nov 21YFY Inc. Announces Judgment Result of the 106 Jin-Jun-Su-Tze No.18 Announced by Taipei District CourtYFY Inc. announced judgment result of the 106 Jin-Jun-Su-Tze No.18 announced by Taipei District Court. Parties to the legal matter: Director SC Ho, previous director SY Chiu, and the senior managers JB Chang, CF Wu, SS Chan and JC Min. Details of occurrence: A subsidiary of the company purchased certain exchangeable bond in the amount of USD 8.5 million issued by Giant Crystal in 2011. The prosecutor after investigation is of the view that the transaction was consummated in violation the Securities and Exchange Act and the Criminal Law and the relevant personals was indicated on August 18, 2018. The Taipei District Court announced its judgment as follows: Director SC Ho 8 years and 6 month, previous Director SY Chiu 4 years and 8 month, JB Chang 4 years and 6 month plus 4 month, SS Chan 4 years plus 6 month, and CF Wu and JC Min not guilty. The case can be appealed. The result has no material impact on the finance and business operations of the Company.
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$1.33The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$18.8b (down 1.6% from 3Q 2019). Net income: NT$2.22b (up 88% from 3Q 2019). Profit margin: 12% (up from 6.2% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Nov 13New 90-day high: NT$22.35The company is up 52% from its price of NT$14.75 on 14 August 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$30.56 per share.
Is New 90 Day High Low • Oct 26New 90-day high: NT$19.95The company is up 50% from its price of NT$13.30 on 28 July 2020. The Taiwanese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$13.55 per share.