View Financial HealthSheng Yu Steel 배당 및 자사주 매입배당 기준 점검 3/6Sheng Yu Steel 수익으로 충분히 충당되는 현재 수익률 2.99% 보유한 배당금 지급 회사입니다.핵심 정보3.0%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률-1.5%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향81%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Jul 08Upcoming dividend of NT$1.25 per shareEligible shareholders must have bought the stock before 15 July 2025. Payment date: 15 August 2025. Payout ratio is a comfortable 67% 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 (5.3%). Higher than average of industry peers (3.3%).Declared Dividend • May 10Dividend of NT$1.25 announcedShareholders will receive a dividend of NT$1.25. Ex-date: 15th July 2025 Payment date: 15th August 2025 Dividend yield will be 5.1%, which is higher than the industry average of 3.9%. Sustainability & Growth Dividend is covered by earnings (69% earnings payout ratio) but not covered by cash flows (dividend approximately 13x free cash flows). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 76% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jul 09Upcoming dividend of NT$1.25 per shareEligible shareholders must have bought the stock before 16 July 2024. Payment date: 16 August 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.7%).분석 기사 • Jun 23Sheng Yu Steel (TWSE:2029) Is Increasing Its Dividend To NT$1.25Sheng Yu Steel Co., Ltd. ( TWSE:2029 ) will increase its dividend from last year's comparable payment on the 16th of...분석 기사 • Jun 09Sheng Yu Steel's (TWSE:2029) Upcoming Dividend Will Be Larger Than Last Year'sSheng Yu Steel Co., Ltd. ( TWSE:2029 ) has announced that it will be increasing its dividend from last year's...분석 기사 • May 26Sheng Yu Steel (TWSE:2029) Has Announced That It Will Be Increasing Its Dividend To NT$1.25Sheng Yu Steel Co., Ltd. ( TWSE:2029 ) has announced that it will be increasing its dividend from last year's...모든 업데이트 보기Recent updatesReported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$0.74 (vs NT$1.81 in FY 2024)Full year 2025 results: EPS: NT$0.74 (down from NT$1.81 in FY 2024). Revenue: NT$13.3b (down 3.1% from FY 2024). Net income: NT$239.1m (down 59% from FY 2024). Profit margin: 1.8% (down from 4.2% in FY 2024). 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.공지 • Mar 09Sheng Yu Steel Co., Ltd., Annual General Meeting, Jun 12, 2026Sheng Yu Steel Co., Ltd., Annual General Meeting, Jun 12, 2026. Location: no,11, chung lin rd., siaogang district, kaohsiung city Taiwan공지 • Jan 29Shanghai Tsinghen International Trading Co.,Ltd. agreed to acquire 95% stake in Yodogawa-Shengyu (Hefei) High-Tech Steel Co.,Ltd. from Yodoko, Ltd. (TSE:5451) and Sheng Yu Steel Co., Ltd. (TWSE:2029).Shanghai Tsinghen International Trading Co.,Ltd. agreed to acquire 95% stake in Yodogawa-Shengyu (Hefei) High-Tech Steel Co.,Ltd. from Yodoko, Ltd. (TSE:5451) and Sheng Yu Steel Co., Ltd. (TWSE:2029) on January 28, 2026. The selling price is currently under negotiation. The transaction was approved by acquirer board. The deal is expected to close in late June 2026.Reported Earnings • Nov 07Third quarter 2025 earnings released: NT$0.05 loss per share (vs NT$0.26 profit in 3Q 2024)Third quarter 2025 results: NT$0.05 loss per share (down from NT$0.26 profit in 3Q 2024). Revenue: NT$2.93b (down 13% from 3Q 2024). Net loss: NT$16.6m (down 120% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 5% per year.Reported Earnings • Aug 13Second quarter 2025 earnings released: NT$0.02 loss per share (vs NT$0.48 profit in 2Q 2024)Second quarter 2025 results: NT$0.02 loss per share (down from NT$0.48 profit in 2Q 2024). Revenue: NT$3.65b (up 10% from 2Q 2024). Net loss: NT$5.65m (down 104% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jul 08Upcoming dividend of NT$1.25 per shareEligible shareholders must have bought the stock before 15 July 2025. Payment date: 15 August 2025. Payout ratio is a comfortable 67% 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 (5.3%). Higher than average of industry peers (3.3%).Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$0.54 (vs NT$0.49 in 1Q 2024)First quarter 2025 results: EPS: NT$0.54 (up from NT$0.49 in 1Q 2024). Revenue: NT$3.80b (up 15% from 1Q 2024). Net income: NT$174.8m (up 12% from 1Q 2024). Profit margin: 4.6% (down from 4.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Declared Dividend • May 10Dividend of NT$1.25 announcedShareholders will receive a dividend of NT$1.25. Ex-date: 15th July 2025 Payment date: 15th August 2025 Dividend yield will be 5.1%, which is higher than the industry average of 3.9%. Sustainability & Growth Dividend is covered by earnings (69% earnings payout ratio) but not covered by cash flows (dividend approximately 13x free cash flows). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 76% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공지 • May 01Sheng Yu Steel Co., Ltd. to Report Q1, 2025 Results on May 08, 2025Sheng Yu Steel Co., Ltd. announced that they will report Q1, 2025 results on May 08, 2025Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$21.75, the stock trades at a trailing P/E ratio of 12x. Average trailing P/E is 17x in the Metals and Mining industry in Taiwan. Total loss to shareholders of 36% over the past three years.Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NT$1.81 (vs NT$1.95 in FY 2023)Full year 2024 results: EPS: NT$1.81 (down from NT$1.95 in FY 2023). Revenue: NT$13.7b (up 11% from FY 2023). Net income: NT$581.2m (down 7.4% from FY 2023). Profit margin: 4.2% (down from 5.1% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.공지 • Mar 10Sheng Yu Steel Co., Ltd., Annual General Meeting, Jun 13, 2025Sheng Yu Steel Co., Ltd., Annual General Meeting, Jun 13, 2025. Location: no,11, chung lin rd., siaogang district, kaohsiung city Taiwan공지 • Mar 01Sheng Yu Steel Co., Ltd. to Report Fiscal Year 2024 Results on Mar 07, 2025Sheng Yu Steel Co., Ltd. announced that they will report fiscal year 2024 results on Mar 07, 2025Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: NT$0.26 (vs NT$0.68 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.26 (down from NT$0.68 in 3Q 2023). Revenue: NT$3.36b (up 7.5% from 3Q 2023). Net income: NT$83.0m (down 62% from 3Q 2023). Profit margin: 2.5% (down from 7.0% 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 33% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: NT$0.48 (vs NT$0.21 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.48 (up from NT$0.21 in 2Q 2023). Revenue: NT$3.31b (up 13% from 2Q 2023). Net income: NT$155.3m (up 133% from 2Q 2023). Profit margin: 4.7% (up from 2.3% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.공지 • Aug 02Sheng Yu Steel Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024Sheng Yu Steel Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024Upcoming Dividend • Jul 09Upcoming dividend of NT$1.25 per shareEligible shareholders must have bought the stock before 16 July 2024. Payment date: 16 August 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.7%).분석 기사 • Jun 23Sheng Yu Steel (TWSE:2029) Is Increasing Its Dividend To NT$1.25Sheng Yu Steel Co., Ltd. ( TWSE:2029 ) will increase its dividend from last year's comparable payment on the 16th of...분석 기사 • Jun 09Sheng Yu Steel's (TWSE:2029) Upcoming Dividend Will Be Larger Than Last Year'sSheng Yu Steel Co., Ltd. ( TWSE:2029 ) has announced that it will be increasing its dividend from last year's...분석 기사 • May 26Sheng Yu Steel (TWSE:2029) Has Announced That It Will Be Increasing Its Dividend To NT$1.25Sheng Yu Steel Co., Ltd. ( TWSE:2029 ) has announced that it will be increasing its dividend from last year's...Reported Earnings • May 15First quarter 2024 earnings released: EPS: NT$0.49 (vs NT$0.50 in 1Q 2023)First quarter 2024 results: EPS: NT$0.49 (down from NT$0.50 in 1Q 2023). Revenue: NT$3.30b (up 15% from 1Q 2023). Net income: NT$156.8m (down 2.2% from 1Q 2023). Profit margin: 4.7% (down from 5.6% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% 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 • May 12Sheng Yu Steel (TWSE:2029) Will Pay A Larger Dividend Than Last Year At NT$1.25The board of Sheng Yu Steel Co., Ltd. ( TWSE:2029 ) has announced that it will be paying its dividend of NT$1.25 on the...Declared Dividend • May 11Dividend increased to NT$1.25Dividend of NT$1.25 is 21% higher than last year. Ex-date: 16th July 2024 Payment date: 16th August 2024 Dividend yield will be 4.4%, which is higher than the industry average of 3.9%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 42% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공지 • May 09Sheng Yu Steel Co., Ltd. Announces Cash Dividend for 2023, Payable on August 16, 2024Sheng Yu Steel Co., Ltd. announced cash dividend of TWD 1.25 per common share for 2023. Ex-rights (ex-dividend) trading date is July 16, 2024; Ex-rights (ex-dividend) record date is July 22, 2024; Payment date of cash dividend distribution is August 16, 2024.공지 • May 03Sheng Yu Steel Co., Ltd. to Report Q1, 2024 Results on May 08, 2024Sheng Yu Steel Co., Ltd. announced that they will report Q1, 2024 results on May 08, 2024Buy Or Sell Opportunity • Apr 10Now 21% undervaluedOver the last 90 days, the stock has risen 3.3% to NT$29.80. The fair value is estimated to be NT$37.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 15%.Reported Earnings • Mar 14Full year 2023 earnings released: EPS: NT$1.95 (vs NT$1.57 in FY 2022)Full year 2023 results: EPS: NT$1.95 (up from NT$1.57 in FY 2022). Revenue: NT$12.4b (down 3.2% from FY 2022). Net income: NT$627.3m (up 24% from FY 2022). Profit margin: 5.1% (up from 3.9% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Mar 13Now 20% overvaluedOver the last 90 days, the stock has fallen 7.4% to NT$28.05. The fair value is estimated to be NT$23.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years, while earnings per share has been flat.Buy Or Sell Opportunity • Feb 22Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at NT$28.35. The fair value is estimated to be NT$23.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years, while earnings per share has been flat.Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: NT$0.68 (vs NT$0.48 loss in 3Q 2022)Third quarter 2023 results: EPS: NT$0.68 (up from NT$0.48 loss in 3Q 2022). Revenue: NT$3.12b (up 24% from 3Q 2022). Net income: NT$219.8m (up NT$375.0m from 3Q 2022). Profit margin: 7.0% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: NT$0.21 (vs NT$1.06 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.21 (down from NT$1.06 in 2Q 2022). Revenue: NT$2.94b (down 21% from 2Q 2022). Net income: NT$66.7m (down 80% from 2Q 2022). Profit margin: 2.3% (down from 9.1% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.공지 • Aug 05Sheng Yu Steel Co., Ltd. Announces Board ChangesSheng Yu Steel Co., Ltd. announced change in members of the company's Sustainable Development Committee. Name of the previous position holder: Mr. Ching-Chun Sheu; Resume of the previous position holder: Former Presient of the company. Name of the new position holder: Mr. Shih-Chiang Hung; Resume of the new position holder: Presient of the company. Reason for the change: Resignation. Effective date of the new member is August 04, 2023.공지 • Jul 29Sheng Yu Steel Co., Ltd. Announces Resignation of Mr. Ching-Chun Sheu as Sustainable Development Committee Member, Effective on August 4, 2023Sheng Yu Steel Co., Ltd. announced the member change of the company's Sustainable Development Committee. Name of the functional committees: Sustainable Development Committee. Name of the previous position holder: Mr. Ching-Chun Sheu. Resume of the previous position holder: Former Presient of the company. Mr. Ching-Chun Sheu's resignation of Sustainable Development Committee member will take effect from 4 August, 2023.Upcoming Dividend • Jul 06Upcoming dividend of NT$1.03 per share at 4.0% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 15 August 2023. Payout ratio and cash payout ratio are on the higher end at 80% and 91% respectively. Trailing yield: 4.0%. Lower than top quartile of Taiwanese dividend payers (5.4%). In line with average of industry peers (3.8%).공지 • Jul 01Sheng Yu Steel Co., Ltd. Announces the Change of Representative of the Juristic-Person DirectorSheng Yu Steel Co., Ltd. announced the change of representative of the juristic-person director. Name of the previous position holder: Mr. Ching-Chun Sheu, director of Yodogawa Steel Works Ltd. Name of the new position holder: Mr. Shih-Chiang Hung, President of the company. Effective date of the new appointment is June 30, 2023.공지 • May 06Sheng Yu Steel Co., Ltd. Announces Cash Dividend for 2022, Payable on August 15, 2023Sheng Yu Steel Co., Ltd. announced cash dividend of TWD 1.03 per common share for 2022. Ex-rights (ex-dividend) trading date is July 13, 2023; Ex-rights (ex-dividend) record date is July 19, 2023; Payment date of cash dividend distribution is August 15, 2023.Reported Earnings • Mar 16Full year 2022 earnings released: EPS: NT$1.57 (vs NT$3.94 in FY 2021)Full year 2022 results: EPS: NT$1.57 (down from NT$3.94 in FY 2021). Revenue: NT$12.8b (down 11% from FY 2021). Net income: NT$505.2m (down 60% from FY 2021). Profit margin: 3.9% (down from 8.8% 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 64% 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 • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Director Ying-Fang Huang was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공지 • Nov 13Sheng Yu Steel Co., Ltd. Resolves to Set Up Sustainable Development CommitteeSheng Yu Steel Co., Ltd. announced that Board of Directors resolved to set up Sustainable Development Committee with the following member effective from November 11, 2022: (1) Ching-Chun Sheu: Director and President of Sheng Yu Steel Co.,Ltd.; (2) Ying-Fang Huang: Independent Director of Sheng Yu Steel Co.,Ltd.; and (3) Fang-Yih Hsu: Independent Director of Sheng Yu Steel Co.,Ltd.Reported Earnings • Nov 13Third quarter 2022 earnings released: NT$0.48 loss per share (vs NT$1.04 profit in 3Q 2021)Third quarter 2022 results: NT$0.48 loss per share (down from NT$1.04 profit in 3Q 2021). Revenue: NT$2.51b (down 30% from 3Q 2021). Net loss: NT$155.3m (down 147% from profit in 3Q 2021). 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 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: NT$1.06 (vs NT$1.06 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.06 (up from NT$1.06 in 2Q 2021). Revenue: NT$3.73b (up 2.2% from 2Q 2021). Net income: NT$340.8m (flat on 2Q 2021). Profit margin: 9.1% (down from 9.3% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$22.00, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 8x in the Metals and Mining industry in Taiwan. Total returns to shareholders of 28% over the past three years.Upcoming Dividend • Jul 07Upcoming dividend of NT$2.55 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 17 August 2022. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 10%. Within top quartile of Taiwanese dividend payers (6.8%). Higher than average of industry peers (9.1%).공지 • Jun 18Sheng Yu Steel Co., Ltd. Declares Cash Dividend for 2021, Payable on August 17, 2022Sheng Yu Steel Co., Ltd. declares cash dividend of TWD 2.55 per common share payable on August 17, 2022. Ex-rights (ex-dividend) record date July 20, 2022 and Ex-rights (ex-dividend) trading date is July 14, 2022.Reported Earnings • May 17First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: NT$0.78 (down from NT$0.86 in 1Q 2021). Revenue: NT$4.19b (up 31% from 1Q 2021). Net income: NT$251.9m (down 8.9% from 1Q 2021). Profit margin: 6.0% (down from 8.6% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.1%. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Director Ying-Fang Huang was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$39.90, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 11x in the Metals and Mining industry in Taiwan. Total returns to shareholders of 114% over the past three years.공지 • Apr 03Sheng Yu Steel Co., Ltd. Announces Management ChangesSheng Yu Steel Co., Ltd. appoints Hiroshi Yanagisawa, The representative of juristic-person director of Toyota Tsusho Corp. as director in place of Hiromasa Ishii, effective date of appointment is April 1, 2022.공지 • Mar 23Sheng Yu Steel Co., Ltd., Annual General Meeting, Jun 17, 2022Sheng Yu Steel Co., Ltd., Annual General Meeting, Jun 17, 2022.Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS NT$1.04 (vs NT$0.21 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$3.60b (up 58% from 3Q 2020). Net income: NT$332.5m (up 388% from 3Q 2020). Profit margin: 9.2% (up from 3.0% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS NT$1.06 (vs NT$0.073 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$3.64b (up 82% from 2Q 2020). Net income: NT$339.1m (up NT$362.5m from 2Q 2020). Profit margin: 9.3% (up from net loss in 2Q 2020). The move to profitability 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 24% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 07Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 14 July 2021. Payment date: 18 August 2021. Trailing yield: 1.0%. Lower than top quartile of Taiwanese dividend payers (4.9%). Lower than average of industry peers (1.4%).Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 31% share price gain to NT$48.50, the stock trades at a trailing P/E ratio of 29.6x. Average forward P/E is 11x in the Metals and Mining industry in Taiwan. Total returns to shareholders of 104% over the past three years.Executive Departure • Jun 18Director Tsan-Yu Cheng has left the companyOn the 14th of June, Tsan-Yu Cheng's tenure as Director ended after 28.0 years in the role. We don't have any record of a personal shareholding under Tsan-Yu's name. Tsan-Yu is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.00 years.Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improved over the past weekAfter last week's 26% share price gain to NT$39.40, the stock trades at a trailing P/E ratio of 26.1x. Average forward P/E is 11x in the Metals and Mining industry in Taiwan. Total returns to shareholders of 65% over the past three years.Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$0.86 (vs NT$0.007 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$3.21b (up 33% from 1Q 2020). Net income: NT$276.5m (up NT$278.6m from 1Q 2020). Profit margin: 8.6% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 11Investor sentiment improved over the past weekAfter last week's 25% share price gain to NT$43.85, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Metals and Mining industry in Taiwan. Total returns to shareholders of 83% over the past three years.분석 기사 • Apr 21Should You Or Shouldn't You: A Dividend Analysis on Sheng Yu Steel Co., Ltd. (TPE:2029)Dividend paying stocks like Sheng Yu Steel Co., Ltd. ( TPE:2029 ) tend to be popular with investors, and for good...Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$33.35, the stock trades at a trailing P/E ratio of 43.3x. Average trailing P/E is 31x in the Metals and Mining industry in Taiwan. Total returns to shareholders of 35% over the past three years.Reported Earnings • Mar 27Full year 2020 earnings released: EPS NT$0.77 (vs NT$0.11 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$9.38b (down 5.0% from FY 2019). Net income: NT$247.2m (up NT$212.6m from FY 2019). Profit margin: 2.6% (up from 0.4% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.공지 • Mar 20Sheng Yu Steel Co., Ltd., Annual General Meeting, Jun 11, 2021Sheng Yu Steel Co., Ltd., Annual General Meeting, Jun 11, 2021.분석 기사 • Mar 09Are Investors Concerned With What's Going On At Sheng Yu Steel (TPE:2029)?When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...분석 기사 • Jan 31We Think Sheng Yu Steel (TPE:2029) Can Manage Its Debt With EaseSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Jan 04Sheng Yu Steel (TPE:2029) Has Compensated Shareholders With A Respectable 88% Return On Their InvestmentWhen you buy and hold a stock for the long term, you definitely want it to provide a positive return. But more than...Is New 90 Day High Low • Dec 16New 90-day high: NT$22.45The company is up 18% from its price of NT$19.05 on 17 September 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 15% over the same period.분석 기사 • Dec 09Is Sheng Yu Steel (TPE:2029) Headed For Trouble?If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...Is New 90 Day High Low • Nov 27New 90-day high: NT$19.55The company is up 11% from its price of NT$17.60 on 28 August 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 15% over the same period.Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS NT$0.21The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$2.28b (down 15% from 3Q 2019). Net income: NT$68.2m (up NT$82.2m from 3Q 2019). Profit margin: 3.0% (up from net loss in 3Q 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 113% 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.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 2029 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: 2029 의 배당금 지급액은 지난 10 년 동안 감소했습니다.배당 수익률 vs 시장Sheng Yu Steel 배당 수익률 vs 시장2029의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (2029)3.0%시장 하위 25% (TW)1.5%시장 상위 25% (TW)5.0%업계 평균 (Metals and Mining)2.9%분석가 예측 (2029) (최대 3년)n/a주목할만한 배당금: 2029 의 배당금( 2.99% )은 TW 시장에서 배당금 지급자의 하위 25%( 1.48% )보다 높습니다.고배당: 2029 의 배당금( 2.99% )은 TW 시장에서 배당금 지급자의 상위 25%( 5% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 현재 지불 비율 ( 80.6% )에서 2029 의 지불은 수입으로 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 26.6% )로 2029 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YTW 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/09 20:30종가2026/05/08 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 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 소스Sheng Yu Steel Co., Ltd.는 4명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullCapital Securities CorporationLiangyu KoMasterlink Securities Investment AdvisoryYili ChenSinoPac Securities Investment Service1명의 분석가 더 보기
Upcoming Dividend • Jul 08Upcoming dividend of NT$1.25 per shareEligible shareholders must have bought the stock before 15 July 2025. Payment date: 15 August 2025. Payout ratio is a comfortable 67% 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 (5.3%). Higher than average of industry peers (3.3%).
Declared Dividend • May 10Dividend of NT$1.25 announcedShareholders will receive a dividend of NT$1.25. Ex-date: 15th July 2025 Payment date: 15th August 2025 Dividend yield will be 5.1%, which is higher than the industry average of 3.9%. Sustainability & Growth Dividend is covered by earnings (69% earnings payout ratio) but not covered by cash flows (dividend approximately 13x free cash flows). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 76% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jul 09Upcoming dividend of NT$1.25 per shareEligible shareholders must have bought the stock before 16 July 2024. Payment date: 16 August 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.7%).
분석 기사 • Jun 23Sheng Yu Steel (TWSE:2029) Is Increasing Its Dividend To NT$1.25Sheng Yu Steel Co., Ltd. ( TWSE:2029 ) will increase its dividend from last year's comparable payment on the 16th of...
분석 기사 • Jun 09Sheng Yu Steel's (TWSE:2029) Upcoming Dividend Will Be Larger Than Last Year'sSheng Yu Steel Co., Ltd. ( TWSE:2029 ) has announced that it will be increasing its dividend from last year's...
분석 기사 • May 26Sheng Yu Steel (TWSE:2029) Has Announced That It Will Be Increasing Its Dividend To NT$1.25Sheng Yu Steel Co., Ltd. ( TWSE:2029 ) has announced that it will be increasing its dividend from last year's...
Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$0.74 (vs NT$1.81 in FY 2024)Full year 2025 results: EPS: NT$0.74 (down from NT$1.81 in FY 2024). Revenue: NT$13.3b (down 3.1% from FY 2024). Net income: NT$239.1m (down 59% from FY 2024). Profit margin: 1.8% (down from 4.2% in FY 2024). 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.
공지 • Mar 09Sheng Yu Steel Co., Ltd., Annual General Meeting, Jun 12, 2026Sheng Yu Steel Co., Ltd., Annual General Meeting, Jun 12, 2026. Location: no,11, chung lin rd., siaogang district, kaohsiung city Taiwan
공지 • Jan 29Shanghai Tsinghen International Trading Co.,Ltd. agreed to acquire 95% stake in Yodogawa-Shengyu (Hefei) High-Tech Steel Co.,Ltd. from Yodoko, Ltd. (TSE:5451) and Sheng Yu Steel Co., Ltd. (TWSE:2029).Shanghai Tsinghen International Trading Co.,Ltd. agreed to acquire 95% stake in Yodogawa-Shengyu (Hefei) High-Tech Steel Co.,Ltd. from Yodoko, Ltd. (TSE:5451) and Sheng Yu Steel Co., Ltd. (TWSE:2029) on January 28, 2026. The selling price is currently under negotiation. The transaction was approved by acquirer board. The deal is expected to close in late June 2026.
Reported Earnings • Nov 07Third quarter 2025 earnings released: NT$0.05 loss per share (vs NT$0.26 profit in 3Q 2024)Third quarter 2025 results: NT$0.05 loss per share (down from NT$0.26 profit in 3Q 2024). Revenue: NT$2.93b (down 13% from 3Q 2024). Net loss: NT$16.6m (down 120% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 5% per year.
Reported Earnings • Aug 13Second quarter 2025 earnings released: NT$0.02 loss per share (vs NT$0.48 profit in 2Q 2024)Second quarter 2025 results: NT$0.02 loss per share (down from NT$0.48 profit in 2Q 2024). Revenue: NT$3.65b (up 10% from 2Q 2024). Net loss: NT$5.65m (down 104% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jul 08Upcoming dividend of NT$1.25 per shareEligible shareholders must have bought the stock before 15 July 2025. Payment date: 15 August 2025. Payout ratio is a comfortable 67% 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 (5.3%). Higher than average of industry peers (3.3%).
Reported Earnings • May 14First quarter 2025 earnings released: EPS: NT$0.54 (vs NT$0.49 in 1Q 2024)First quarter 2025 results: EPS: NT$0.54 (up from NT$0.49 in 1Q 2024). Revenue: NT$3.80b (up 15% from 1Q 2024). Net income: NT$174.8m (up 12% from 1Q 2024). Profit margin: 4.6% (down from 4.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Declared Dividend • May 10Dividend of NT$1.25 announcedShareholders will receive a dividend of NT$1.25. Ex-date: 15th July 2025 Payment date: 15th August 2025 Dividend yield will be 5.1%, which is higher than the industry average of 3.9%. Sustainability & Growth Dividend is covered by earnings (69% earnings payout ratio) but not covered by cash flows (dividend approximately 13x free cash flows). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 76% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공지 • May 01Sheng Yu Steel Co., Ltd. to Report Q1, 2025 Results on May 08, 2025Sheng Yu Steel Co., Ltd. announced that they will report Q1, 2025 results on May 08, 2025
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$21.75, the stock trades at a trailing P/E ratio of 12x. Average trailing P/E is 17x in the Metals and Mining industry in Taiwan. Total loss to shareholders of 36% over the past three years.
Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NT$1.81 (vs NT$1.95 in FY 2023)Full year 2024 results: EPS: NT$1.81 (down from NT$1.95 in FY 2023). Revenue: NT$13.7b (up 11% from FY 2023). Net income: NT$581.2m (down 7.4% from FY 2023). Profit margin: 4.2% (down from 5.1% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
공지 • Mar 10Sheng Yu Steel Co., Ltd., Annual General Meeting, Jun 13, 2025Sheng Yu Steel Co., Ltd., Annual General Meeting, Jun 13, 2025. Location: no,11, chung lin rd., siaogang district, kaohsiung city Taiwan
공지 • Mar 01Sheng Yu Steel Co., Ltd. to Report Fiscal Year 2024 Results on Mar 07, 2025Sheng Yu Steel Co., Ltd. announced that they will report fiscal year 2024 results on Mar 07, 2025
Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: NT$0.26 (vs NT$0.68 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.26 (down from NT$0.68 in 3Q 2023). Revenue: NT$3.36b (up 7.5% from 3Q 2023). Net income: NT$83.0m (down 62% from 3Q 2023). Profit margin: 2.5% (down from 7.0% 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 33% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: NT$0.48 (vs NT$0.21 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.48 (up from NT$0.21 in 2Q 2023). Revenue: NT$3.31b (up 13% from 2Q 2023). Net income: NT$155.3m (up 133% from 2Q 2023). Profit margin: 4.7% (up from 2.3% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
공지 • Aug 02Sheng Yu Steel Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024Sheng Yu Steel Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024
Upcoming Dividend • Jul 09Upcoming dividend of NT$1.25 per shareEligible shareholders must have bought the stock before 16 July 2024. Payment date: 16 August 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.7%).
분석 기사 • Jun 23Sheng Yu Steel (TWSE:2029) Is Increasing Its Dividend To NT$1.25Sheng Yu Steel Co., Ltd. ( TWSE:2029 ) will increase its dividend from last year's comparable payment on the 16th of...
분석 기사 • Jun 09Sheng Yu Steel's (TWSE:2029) Upcoming Dividend Will Be Larger Than Last Year'sSheng Yu Steel Co., Ltd. ( TWSE:2029 ) has announced that it will be increasing its dividend from last year's...
분석 기사 • May 26Sheng Yu Steel (TWSE:2029) Has Announced That It Will Be Increasing Its Dividend To NT$1.25Sheng Yu Steel Co., Ltd. ( TWSE:2029 ) has announced that it will be increasing its dividend from last year's...
Reported Earnings • May 15First quarter 2024 earnings released: EPS: NT$0.49 (vs NT$0.50 in 1Q 2023)First quarter 2024 results: EPS: NT$0.49 (down from NT$0.50 in 1Q 2023). Revenue: NT$3.30b (up 15% from 1Q 2023). Net income: NT$156.8m (down 2.2% from 1Q 2023). Profit margin: 4.7% (down from 5.6% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% 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 • May 12Sheng Yu Steel (TWSE:2029) Will Pay A Larger Dividend Than Last Year At NT$1.25The board of Sheng Yu Steel Co., Ltd. ( TWSE:2029 ) has announced that it will be paying its dividend of NT$1.25 on the...
Declared Dividend • May 11Dividend increased to NT$1.25Dividend of NT$1.25 is 21% higher than last year. Ex-date: 16th July 2024 Payment date: 16th August 2024 Dividend yield will be 4.4%, which is higher than the industry average of 3.9%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 42% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공지 • May 09Sheng Yu Steel Co., Ltd. Announces Cash Dividend for 2023, Payable on August 16, 2024Sheng Yu Steel Co., Ltd. announced cash dividend of TWD 1.25 per common share for 2023. Ex-rights (ex-dividend) trading date is July 16, 2024; Ex-rights (ex-dividend) record date is July 22, 2024; Payment date of cash dividend distribution is August 16, 2024.
공지 • May 03Sheng Yu Steel Co., Ltd. to Report Q1, 2024 Results on May 08, 2024Sheng Yu Steel Co., Ltd. announced that they will report Q1, 2024 results on May 08, 2024
Buy Or Sell Opportunity • Apr 10Now 21% undervaluedOver the last 90 days, the stock has risen 3.3% to NT$29.80. The fair value is estimated to be NT$37.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 15%.
Reported Earnings • Mar 14Full year 2023 earnings released: EPS: NT$1.95 (vs NT$1.57 in FY 2022)Full year 2023 results: EPS: NT$1.95 (up from NT$1.57 in FY 2022). Revenue: NT$12.4b (down 3.2% from FY 2022). Net income: NT$627.3m (up 24% from FY 2022). Profit margin: 5.1% (up from 3.9% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Mar 13Now 20% overvaluedOver the last 90 days, the stock has fallen 7.4% to NT$28.05. The fair value is estimated to be NT$23.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years, while earnings per share has been flat.
Buy Or Sell Opportunity • Feb 22Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at NT$28.35. The fair value is estimated to be NT$23.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years, while earnings per share has been flat.
Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: NT$0.68 (vs NT$0.48 loss in 3Q 2022)Third quarter 2023 results: EPS: NT$0.68 (up from NT$0.48 loss in 3Q 2022). Revenue: NT$3.12b (up 24% from 3Q 2022). Net income: NT$219.8m (up NT$375.0m from 3Q 2022). Profit margin: 7.0% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: NT$0.21 (vs NT$1.06 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.21 (down from NT$1.06 in 2Q 2022). Revenue: NT$2.94b (down 21% from 2Q 2022). Net income: NT$66.7m (down 80% from 2Q 2022). Profit margin: 2.3% (down from 9.1% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
공지 • Aug 05Sheng Yu Steel Co., Ltd. Announces Board ChangesSheng Yu Steel Co., Ltd. announced change in members of the company's Sustainable Development Committee. Name of the previous position holder: Mr. Ching-Chun Sheu; Resume of the previous position holder: Former Presient of the company. Name of the new position holder: Mr. Shih-Chiang Hung; Resume of the new position holder: Presient of the company. Reason for the change: Resignation. Effective date of the new member is August 04, 2023.
공지 • Jul 29Sheng Yu Steel Co., Ltd. Announces Resignation of Mr. Ching-Chun Sheu as Sustainable Development Committee Member, Effective on August 4, 2023Sheng Yu Steel Co., Ltd. announced the member change of the company's Sustainable Development Committee. Name of the functional committees: Sustainable Development Committee. Name of the previous position holder: Mr. Ching-Chun Sheu. Resume of the previous position holder: Former Presient of the company. Mr. Ching-Chun Sheu's resignation of Sustainable Development Committee member will take effect from 4 August, 2023.
Upcoming Dividend • Jul 06Upcoming dividend of NT$1.03 per share at 4.0% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 15 August 2023. Payout ratio and cash payout ratio are on the higher end at 80% and 91% respectively. Trailing yield: 4.0%. Lower than top quartile of Taiwanese dividend payers (5.4%). In line with average of industry peers (3.8%).
공지 • Jul 01Sheng Yu Steel Co., Ltd. Announces the Change of Representative of the Juristic-Person DirectorSheng Yu Steel Co., Ltd. announced the change of representative of the juristic-person director. Name of the previous position holder: Mr. Ching-Chun Sheu, director of Yodogawa Steel Works Ltd. Name of the new position holder: Mr. Shih-Chiang Hung, President of the company. Effective date of the new appointment is June 30, 2023.
공지 • May 06Sheng Yu Steel Co., Ltd. Announces Cash Dividend for 2022, Payable on August 15, 2023Sheng Yu Steel Co., Ltd. announced cash dividend of TWD 1.03 per common share for 2022. Ex-rights (ex-dividend) trading date is July 13, 2023; Ex-rights (ex-dividend) record date is July 19, 2023; Payment date of cash dividend distribution is August 15, 2023.
Reported Earnings • Mar 16Full year 2022 earnings released: EPS: NT$1.57 (vs NT$3.94 in FY 2021)Full year 2022 results: EPS: NT$1.57 (down from NT$3.94 in FY 2021). Revenue: NT$12.8b (down 11% from FY 2021). Net income: NT$505.2m (down 60% from FY 2021). Profit margin: 3.9% (down from 8.8% 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 64% 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 • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Director Ying-Fang Huang was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공지 • Nov 13Sheng Yu Steel Co., Ltd. Resolves to Set Up Sustainable Development CommitteeSheng Yu Steel Co., Ltd. announced that Board of Directors resolved to set up Sustainable Development Committee with the following member effective from November 11, 2022: (1) Ching-Chun Sheu: Director and President of Sheng Yu Steel Co.,Ltd.; (2) Ying-Fang Huang: Independent Director of Sheng Yu Steel Co.,Ltd.; and (3) Fang-Yih Hsu: Independent Director of Sheng Yu Steel Co.,Ltd.
Reported Earnings • Nov 13Third quarter 2022 earnings released: NT$0.48 loss per share (vs NT$1.04 profit in 3Q 2021)Third quarter 2022 results: NT$0.48 loss per share (down from NT$1.04 profit in 3Q 2021). Revenue: NT$2.51b (down 30% from 3Q 2021). Net loss: NT$155.3m (down 147% from profit in 3Q 2021). 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 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: NT$1.06 (vs NT$1.06 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.06 (up from NT$1.06 in 2Q 2021). Revenue: NT$3.73b (up 2.2% from 2Q 2021). Net income: NT$340.8m (flat on 2Q 2021). Profit margin: 9.1% (down from 9.3% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$22.00, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 8x in the Metals and Mining industry in Taiwan. Total returns to shareholders of 28% over the past three years.
Upcoming Dividend • Jul 07Upcoming dividend of NT$2.55 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 17 August 2022. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 10%. Within top quartile of Taiwanese dividend payers (6.8%). Higher than average of industry peers (9.1%).
공지 • Jun 18Sheng Yu Steel Co., Ltd. Declares Cash Dividend for 2021, Payable on August 17, 2022Sheng Yu Steel Co., Ltd. declares cash dividend of TWD 2.55 per common share payable on August 17, 2022. Ex-rights (ex-dividend) record date July 20, 2022 and Ex-rights (ex-dividend) trading date is July 14, 2022.
Reported Earnings • May 17First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: NT$0.78 (down from NT$0.86 in 1Q 2021). Revenue: NT$4.19b (up 31% from 1Q 2021). Net income: NT$251.9m (down 8.9% from 1Q 2021). Profit margin: 6.0% (down from 8.6% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.1%. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Director Ying-Fang Huang was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$39.90, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 11x in the Metals and Mining industry in Taiwan. Total returns to shareholders of 114% over the past three years.
공지 • Apr 03Sheng Yu Steel Co., Ltd. Announces Management ChangesSheng Yu Steel Co., Ltd. appoints Hiroshi Yanagisawa, The representative of juristic-person director of Toyota Tsusho Corp. as director in place of Hiromasa Ishii, effective date of appointment is April 1, 2022.
공지 • Mar 23Sheng Yu Steel Co., Ltd., Annual General Meeting, Jun 17, 2022Sheng Yu Steel Co., Ltd., Annual General Meeting, Jun 17, 2022.
Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS NT$1.04 (vs NT$0.21 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$3.60b (up 58% from 3Q 2020). Net income: NT$332.5m (up 388% from 3Q 2020). Profit margin: 9.2% (up from 3.0% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS NT$1.06 (vs NT$0.073 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$3.64b (up 82% from 2Q 2020). Net income: NT$339.1m (up NT$362.5m from 2Q 2020). Profit margin: 9.3% (up from net loss in 2Q 2020). The move to profitability 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 24% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 07Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 14 July 2021. Payment date: 18 August 2021. Trailing yield: 1.0%. Lower than top quartile of Taiwanese dividend payers (4.9%). Lower than average of industry peers (1.4%).
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 31% share price gain to NT$48.50, the stock trades at a trailing P/E ratio of 29.6x. Average forward P/E is 11x in the Metals and Mining industry in Taiwan. Total returns to shareholders of 104% over the past three years.
Executive Departure • Jun 18Director Tsan-Yu Cheng has left the companyOn the 14th of June, Tsan-Yu Cheng's tenure as Director ended after 28.0 years in the role. We don't have any record of a personal shareholding under Tsan-Yu's name. Tsan-Yu is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.00 years.
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improved over the past weekAfter last week's 26% share price gain to NT$39.40, the stock trades at a trailing P/E ratio of 26.1x. Average forward P/E is 11x in the Metals and Mining industry in Taiwan. Total returns to shareholders of 65% over the past three years.
Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$0.86 (vs NT$0.007 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$3.21b (up 33% from 1Q 2020). Net income: NT$276.5m (up NT$278.6m from 1Q 2020). Profit margin: 8.6% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improved over the past weekAfter last week's 25% share price gain to NT$43.85, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Metals and Mining industry in Taiwan. Total returns to shareholders of 83% over the past three years.
분석 기사 • Apr 21Should You Or Shouldn't You: A Dividend Analysis on Sheng Yu Steel Co., Ltd. (TPE:2029)Dividend paying stocks like Sheng Yu Steel Co., Ltd. ( TPE:2029 ) tend to be popular with investors, and for good...
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$33.35, the stock trades at a trailing P/E ratio of 43.3x. Average trailing P/E is 31x in the Metals and Mining industry in Taiwan. Total returns to shareholders of 35% over the past three years.
Reported Earnings • Mar 27Full year 2020 earnings released: EPS NT$0.77 (vs NT$0.11 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$9.38b (down 5.0% from FY 2019). Net income: NT$247.2m (up NT$212.6m from FY 2019). Profit margin: 2.6% (up from 0.4% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
공지 • Mar 20Sheng Yu Steel Co., Ltd., Annual General Meeting, Jun 11, 2021Sheng Yu Steel Co., Ltd., Annual General Meeting, Jun 11, 2021.
분석 기사 • Mar 09Are Investors Concerned With What's Going On At Sheng Yu Steel (TPE:2029)?When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
분석 기사 • Jan 31We Think Sheng Yu Steel (TPE:2029) Can Manage Its Debt With EaseSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Jan 04Sheng Yu Steel (TPE:2029) Has Compensated Shareholders With A Respectable 88% Return On Their InvestmentWhen you buy and hold a stock for the long term, you definitely want it to provide a positive return. But more than...
Is New 90 Day High Low • Dec 16New 90-day high: NT$22.45The company is up 18% from its price of NT$19.05 on 17 September 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 15% over the same period.
분석 기사 • Dec 09Is Sheng Yu Steel (TPE:2029) Headed For Trouble?If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
Is New 90 Day High Low • Nov 27New 90-day high: NT$19.55The company is up 11% from its price of NT$17.60 on 28 August 2020. The Taiwanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 15% over the same period.
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS NT$0.21The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$2.28b (down 15% from 3Q 2019). Net income: NT$68.2m (up NT$82.2m from 3Q 2019). Profit margin: 3.0% (up from net loss in 3Q 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 113% 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.