View Future GrowthB'in Live 과거 순이익 실적과거 기준 점검 5/6B'in Live은 연평균 61.8%의 비율로 수입이 증가해 온 반면, Entertainment 산업은 수입이 17.1% 증가했습니다. 매출은 연평균 36%의 비율로 증가했습니다. B'in Live의 자기자본이익률은 34.2%이고 순이익률은 12.5%입니다.핵심 정보61.83%순이익 성장률60.16%주당순이익(EPS) 성장률Entertainment 산업 성장률11.79%매출 성장률35.98%자기자본이익률34.25%순이익률12.47%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$9.13 (vs NT$5.84 in FY 2024)Full year 2025 results: EPS: NT$9.13 (up from NT$5.84 in FY 2024). Revenue: NT$4.37b (up 39% from FY 2024). Net income: NT$511.0m (up 80% from FY 2024). Profit margin: 12% (up from 9.0% in FY 2024). The increase in margin was driven by higher revenue. 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 25% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$3.10 (vs NT$1.46 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.10 (up from NT$1.46 in 3Q 2024). Revenue: NT$1.19b (up 12% from 3Q 2024). Net income: NT$179.4m (up 153% from 3Q 2024). Profit margin: 15% (up from 6.7% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$2.92 (vs NT$1.31 in 2Q 2024)Second quarter 2025 results: EPS: NT$2.92 (up from NT$1.31 in 2Q 2024). Revenue: NT$1.31b (up 85% from 2Q 2024). Net income: NT$168.6m (up 165% from 2Q 2024). Profit margin: 13% (up from 9.0% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.23 (vs NT$0.92 in 1Q 2024)First quarter 2025 results: EPS: NT$0.23 (down from NT$0.92 in 1Q 2024). Revenue: NT$483.1m (up 3.5% from 1Q 2024). Net income: NT$11.6m (down 74% from 1Q 2024). Profit margin: 2.4% (down from 9.6% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 54% per year, which means it is significantly lagging earnings growth.공시 • May 01B'in Live Co., Ltd. to Report Q1, 2025 Results on May 07, 2025B'in Live Co., Ltd. announced that they will report Q1, 2025 results on May 07, 2025Reported Earnings • Mar 18Full year 2024 earnings released: EPS: NT$5.84 (vs NT$6.07 in FY 2023)Full year 2024 results: EPS: NT$5.84 (down from NT$6.07 in FY 2023). Revenue: NT$3.15b (up 23% from FY 2023). Net income: NT$284.4m (down 3.5% from FY 2023). Profit margin: 9.0% (down from 12% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.모든 업데이트 보기Recent updatesBuy Or Sell Opportunity • Apr 13Now 20% overvaluedOver the last 90 days, the stock has fallen 6.2% to NT$82.60. The fair value is estimated to be NT$68.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable.Upcoming Dividend • Apr 09Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 16 April 2026. Payment date: 21 May 2026. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 6.5%. Within top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (4.7%).Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$9.13 (vs NT$5.84 in FY 2024)Full year 2025 results: EPS: NT$9.13 (up from NT$5.84 in FY 2024). Revenue: NT$4.37b (up 39% from FY 2024). Net income: NT$511.0m (up 80% from FY 2024). Profit margin: 12% (up from 9.0% in FY 2024). The increase in margin was driven by higher revenue. 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 25% per year, which means it is significantly lagging earnings growth.공시 • Mar 12B'in Live Co., Ltd., Annual General Meeting, Jun 16, 2026B'in Live Co., Ltd., Annual General Meeting, Jun 16, 2026. Location: 3 floor no,1, sec.3 chung hsiao e. rd., da-an district, taipei city TaiwanReported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$3.10 (vs NT$1.46 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.10 (up from NT$1.46 in 3Q 2024). Revenue: NT$1.19b (up 12% from 3Q 2024). Net income: NT$179.4m (up 153% from 3Q 2024). Profit margin: 15% (up from 6.7% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$2.92 (vs NT$1.31 in 2Q 2024)Second quarter 2025 results: EPS: NT$2.92 (up from NT$1.31 in 2Q 2024). Revenue: NT$1.31b (up 85% from 2Q 2024). Net income: NT$168.6m (up 165% from 2Q 2024). Profit margin: 13% (up from 9.0% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.New Risk • Jul 11New 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 6.8% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change). Profit margins are more than 30% lower than last year (7.9% net profit margin). Shareholders have been diluted in the past year (18% increase in shares outstanding).Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$108, the stock trades at a trailing P/E ratio of 24.8x. Average trailing P/E is 25x in the Entertainment industry in Taiwan. Total returns to shareholders of 366% over the past three years.Upcoming Dividend • Jun 12Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 19 June 2025. Payment date: 16 July 2025. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (5.2%). In line with average of industry peers (3.9%).Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.23 (vs NT$0.92 in 1Q 2024)First quarter 2025 results: EPS: NT$0.23 (down from NT$0.92 in 1Q 2024). Revenue: NT$483.1m (up 3.5% from 1Q 2024). Net income: NT$11.6m (down 74% from 1Q 2024). Profit margin: 2.4% (down from 9.6% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 54% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$84.90, the stock trades at a trailing P/E ratio of 17.3x. Average trailing P/E is 26x in the Entertainment industry in Taiwan. Total returns to shareholders of 266% over the past three years.New Risk • May 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (18% increase in shares outstanding).공시 • May 01B'in Live Co., Ltd. to Report Q1, 2025 Results on May 07, 2025B'in Live Co., Ltd. announced that they will report Q1, 2025 results on May 07, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$60.70, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 20x in the Entertainment industry in Taiwan. Total returns to shareholders of 154% over the past three years.New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.16b (US$95.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (NT$3.16b market cap, or US$95.7m).Reported Earnings • Mar 18Full year 2024 earnings released: EPS: NT$5.84 (vs NT$6.07 in FY 2023)Full year 2024 results: EPS: NT$5.84 (down from NT$6.07 in FY 2023). Revenue: NT$3.15b (up 23% from FY 2023). Net income: NT$284.4m (down 3.5% from FY 2023). Profit margin: 9.0% (down from 12% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.공시 • Mar 13B'in Live Co., Ltd., Annual General Meeting, Jun 19, 2025B'in Live Co., Ltd., Annual General Meeting, Jun 19, 2025. Location: 3 floor no,1, sec.3 chung hsiao e. rd., da-an district, taipei city Taiwan공시 • Mar 11B'in Live Co., Ltd. announced that it has received fundingOn March 10, 2025, B'in Live Co., Ltd closed the transaction.공시 • Mar 05B'in Live Co., Ltd. to Report Fiscal Year 2024 Results on Mar 12, 2025B'in Live Co., Ltd. announced that they will report fiscal year 2024 results on Mar 12, 2025공시 • Feb 05B'in Live Co., Ltd. has filed a Follow-on Equity Offering.B'in Live Co., Ltd. has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 7,200,000 Security Name: Shares Security Type: Common Stock Securities Offered: 1,800,000 Transaction Features: Rights OfferingReported Earnings • Nov 10Third quarter 2024 earnings released: EPS: NT$1.46 (vs NT$2.32 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.46 (down from NT$2.32 in 3Q 2023). Revenue: NT$1.06b (up 11% from 3Q 2023). Net income: NT$71.0m (down 37% from 3Q 2023). Profit margin: 6.7% (down from 12% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.공시 • Nov 08B'in Live Co., Ltd. announced a financing transactionB'in Live Co., Ltd. announced a private placement to issue 9,000,000 common shares on November 6, 2024. The transaction has been approved by shareholders of company.공시 • Oct 30B'in Live Co., Ltd. to Report Q3, 2024 Results on Nov 06, 2024B'in Live Co., Ltd. announced that they will report Q3, 2024 results on Nov 06, 2024분석 기사 • Oct 18Shareholders Would Enjoy A Repeat Of B'in Live's (TWSE:6625) Recent Growth In ReturnsWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: NT$1.31 (vs NT$1.51 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.31 (down from NT$1.51 in 2Q 2023). Revenue: NT$706.8m (up 26% from 2Q 2023). Net income: NT$63.6m (down 13% from 2Q 2023). Profit margin: 9.0% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.분석 기사 • Aug 07Is B'in Live (TWSE:6625) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...공시 • Jul 31B'in Live Co., Ltd. to Report Q2, 2024 Results on Aug 07, 2024B'in Live Co., Ltd. announced that they will report Q2, 2024 results on Aug 07, 2024Upcoming Dividend • Jul 11Upcoming dividend of NT$3.50 per shareEligible shareholders must have bought the stock before 18 July 2024. Payment date: 21 August 2024. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (3.0%).New Risk • Jun 06New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$1.02 (vs NT$0.35 in 1Q 2023)First quarter 2024 results: EPS: NT$1.02 (up from NT$0.35 in 1Q 2023). Revenue: NT$466.7m (up 70% from 1Q 2023). Net income: NT$44.9m (up 187% from 1Q 2023). Profit margin: 9.6% (up from 5.7% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.공시 • May 09B'in Live Co., Ltd. Proposes Dividend Distribution for the Year 2023B'in Live Co., Ltd. proposed dividend distribution of TWD 3.50 per share for the year 2023. Total amount of cash distributed to shareholders TWD 155,821,554.공시 • May 03B'in Live Co., Ltd. to Report Q1, 2024 Results on May 08, 2024B'in Live Co., Ltd. announced that they will report Q1, 2024 results at 9:00 AM, Taipei Standard Time on May 08, 2024분석 기사 • Mar 15Additional Considerations Required While Assessing B'in Live's (TWSE:6625) Strong EarningsDespite announcing strong earnings, B'in Live Co., Ltd.'s ( TWSE:6625 ) stock was sluggish. Our analysis uncovered some...Reported Earnings • Mar 12Full year 2023 earnings released: EPS: NT$6.68 (vs NT$0.31 loss in FY 2022)Full year 2023 results: EPS: NT$6.68 (up from NT$0.31 loss in FY 2022). Revenue: NT$2.56b (up 96% from FY 2022). Net income: NT$294.8m (up NT$308.6m from FY 2022). Profit margin: 12% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.공시 • Mar 07B'in Live Co., Ltd., Annual General Meeting, Jun 18, 2024B'in Live Co., Ltd., Annual General Meeting, Jun 18, 2024. Location: (Sigma Hall, GIS Taipei Tech Convention Center), 3F, No. 1, Sec. 3, Zhongxiao E. Rd.,Da’an Dist Taipei City Taiwan Agenda: To consider 2023 Business Report; to consider audit Committee’s Review Report on the 2023 Financial Statements; to consider 2023 Report on Distribution of Remuneration of Employees and Directors; to consider distribution of 2023 Earnings of cash dividend Report; to consider 2023 business report and financial statements; to consider distribution of 2023 Earnings; and to consider other matters.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$97.50, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 17x in the Entertainment industry in Taiwan. Total returns to shareholders of 182% over the past three years.New Risk • Nov 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.8% average weekly change). High level of non-cash earnings (32% accrual ratio).Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$94.40, the stock trades at a trailing P/E ratio of 27.6x. Average trailing P/E is 15x in the Entertainment industry in Taiwan. Total returns to shareholders of 170% over the past three years.Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$104, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 14x in the Entertainment industry in Taiwan. Total returns to shareholders of 209% over the past three years.New Risk • Aug 12New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 32% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (32% accrual ratio).Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$1.66 (vs NT$1.09 loss in 2Q 2022)Second quarter 2023 results: EPS: NT$1.66 (up from NT$1.09 loss in 2Q 2022). Revenue: NT$560.5m (up 373% from 2Q 2022). Net income: NT$73.4m (up NT$121.3m from 2Q 2022). Profit margin: 13% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 28Full year 2022 earnings released: NT$0.31 loss per share (vs NT$2.00 loss in FY 2021)Full year 2022 results: NT$0.31 loss per share (improved from NT$2.00 loss in FY 2021). Revenue: NT$1.30b (up 55% from FY 2021). Net loss: NT$13.8m (loss narrowed 84% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Reported Earnings • Aug 15Second quarter 2022 earnings released: NT$1.09 loss per share (vs NT$1.60 loss in 2Q 2021)Second quarter 2022 results: NT$1.09 loss per share (up from NT$1.60 loss in 2Q 2021). Revenue: NT$118.6m (up 40% from 2Q 2021). Net loss: NT$47.9m (loss narrowed 32% from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Reported Earnings • May 12First quarter 2022 earnings released: NT$0.65 loss per share (vs NT$0.16 loss in 1Q 2021)First quarter 2022 results: NT$0.65 loss per share (down from NT$0.16 loss in 1Q 2021). Revenue: NT$202.2m (down 6.9% from 1Q 2021). Net loss: NT$28.5m (loss widened 309% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 28Full year 2021 earnings released: NT$2.00 loss per share (vs NT$3.30 loss in FY 2020)Full year 2021 results: NT$2.00 loss per share (up from NT$3.30 loss in FY 2020). Revenue: NT$838.4m (up 5.4% from FY 2020). Net loss: NT$87.8m (loss narrowed 32% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 10Third quarter 2021 earnings released: NT$0.92 loss per share (vs NT$0.40 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: NT$88.2m (down 69% from 3Q 2020). Net loss: NT$40.4m (down 365% from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 13Second quarter 2021 earnings released: NT$1.60 loss per share (vs NT$1.80 loss in 2Q 2020)The company reported a solid second quarter result with improved revenues and control over costs, although losses increased. Second quarter 2021 results: Revenue: NT$84.8m (up 86% from 2Q 2020). Net loss: NT$70.4m (loss widened 2.0% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 26Full year 2020 earnings released: NT$3.30 loss per share (vs NT$0.083 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: NT$795.2m (down 35% from FY 2019). Net loss: NT$129.1m (down NT$132.3m from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Mar 03New 90-day high: NT$34.00The company is up 1.0% from its price of NT$33.65 on 03 December 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 10.0% over the same period.분석 기사 • Feb 24B'in Live's(TPE:6625) Share Price Is Down 49% Over The Past Three Years.B'in Live Co., Ltd. ( TPE:6625 ) shareholders should be happy to see the share price up 16% in the last week. But that...Is New 90 Day High Low • Feb 03New 90-day low: NT$27.55The company is down 21% from its price of NT$35.05 on 05 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 8.0% over the same period.Is New 90 Day High Low • Jan 15New 90-day low: NT$30.00The company is down 21% from its price of NT$37.80 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 8.0% over the same period.Is New 90 Day High Low • Dec 22New 90-day low: NT$32.60The company is down 9.0% from its price of NT$35.75 on 23 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is down 3.0% over the same period.분석 기사 • Dec 11Is B'in Live (TPE:6625) Using Debt In A Risky Way?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.40The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$283.6m (up 16% from 3Q 2019). Net income: NT$15.2m (up NT$36.4m from 3Q 2019). Profit margin: 5.4% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 77% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Nov 12New 90-day low: NT$34.25The company is down 3.0% from its price of NT$35.15 on 14 August 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Entertainment industry, which is down 7.0% over the same period.Is New 90 Day High Low • Oct 08New 90-day high: NT$39.60The company is up 11% from its price of NT$35.81 on 10 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is down 13% over the same period.매출 및 비용 세부 내역B'in Live가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TWSE:6625 매출, 비용 및 순이익 (TWD Millions)날짜매출순이익일반관리비연구개발비31 Mar 264,662581257031 Dec 254,373511249030 Sep 253,890464245030 Jun 253,764356223031 Mar 253,163251207131 Dec 243,146284221330 Sep 243,003273245630 Jun 242,898314256731 Mar 242,751324260931 Dec 232,559295249830 Sep 232,489266215830 Jun 231,816152189831 Mar 231,37430173831 Dec 221,303-14165730 Sep 221,051-491491230 Jun 22857-871451231 Mar 22823-1091461131 Dec 21838-881491130 Sep 21732-140166530 Jun 21927-85167531 Mar 21888-83167531 Dec 20795-129170530 Sep 201,007-52179430 Jun 20967-88183331 Mar 201,095-43182131 Dec 191,2173183030 Sep 191,144-21192030 Jun 191,39572183031 Mar 191,486124175031 Dec 181,42486158030 Sep 181,30485142030 Jun 181,09742135031 Mar 181,07027127031 Dec 171,11142120030 Sep 171,07667112030 Jun 171,02051104031 Mar 1789922107031 Dec 1679138112030 Sep 16664-495030 Jun 16631-396031 Mar 16624784031 Dec 1561717720양질의 수익: 6625의 비현금 수익 수준이 높습니다.이익 마진 증가: 6625의 현재 순 이익률 (12.5%)은 지난해 (7.9%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 6625는 지난 5년 동안 흑자전환하며 연평균 61.8%의 수익 성장을 기록했습니다.성장 가속화: 지난 1년간 6625 의 수익 증가율(131.6%)은 연간 평균(61.8%)을 초과합니다.수익 대 산업: 6625의 지난 1년 수익 증가율(131.6%)은 Entertainment 업계의 17.9%를 상회했습니다.자기자본이익률높은 ROE: 6625의 자본 수익률(34.2%)은 높음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMedia 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/23 20:27종가2026/05/22 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 소스B'in Live Co., Ltd.는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$9.13 (vs NT$5.84 in FY 2024)Full year 2025 results: EPS: NT$9.13 (up from NT$5.84 in FY 2024). Revenue: NT$4.37b (up 39% from FY 2024). Net income: NT$511.0m (up 80% from FY 2024). Profit margin: 12% (up from 9.0% in FY 2024). The increase in margin was driven by higher revenue. 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 25% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$3.10 (vs NT$1.46 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.10 (up from NT$1.46 in 3Q 2024). Revenue: NT$1.19b (up 12% from 3Q 2024). Net income: NT$179.4m (up 153% from 3Q 2024). Profit margin: 15% (up from 6.7% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$2.92 (vs NT$1.31 in 2Q 2024)Second quarter 2025 results: EPS: NT$2.92 (up from NT$1.31 in 2Q 2024). Revenue: NT$1.31b (up 85% from 2Q 2024). Net income: NT$168.6m (up 165% from 2Q 2024). Profit margin: 13% (up from 9.0% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.23 (vs NT$0.92 in 1Q 2024)First quarter 2025 results: EPS: NT$0.23 (down from NT$0.92 in 1Q 2024). Revenue: NT$483.1m (up 3.5% from 1Q 2024). Net income: NT$11.6m (down 74% from 1Q 2024). Profit margin: 2.4% (down from 9.6% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 54% per year, which means it is significantly lagging earnings growth.
공시 • May 01B'in Live Co., Ltd. to Report Q1, 2025 Results on May 07, 2025B'in Live Co., Ltd. announced that they will report Q1, 2025 results on May 07, 2025
Reported Earnings • Mar 18Full year 2024 earnings released: EPS: NT$5.84 (vs NT$6.07 in FY 2023)Full year 2024 results: EPS: NT$5.84 (down from NT$6.07 in FY 2023). Revenue: NT$3.15b (up 23% from FY 2023). Net income: NT$284.4m (down 3.5% from FY 2023). Profit margin: 9.0% (down from 12% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Apr 13Now 20% overvaluedOver the last 90 days, the stock has fallen 6.2% to NT$82.60. The fair value is estimated to be NT$68.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable.
Upcoming Dividend • Apr 09Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 16 April 2026. Payment date: 21 May 2026. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 6.5%. Within top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (4.7%).
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$9.13 (vs NT$5.84 in FY 2024)Full year 2025 results: EPS: NT$9.13 (up from NT$5.84 in FY 2024). Revenue: NT$4.37b (up 39% from FY 2024). Net income: NT$511.0m (up 80% from FY 2024). Profit margin: 12% (up from 9.0% in FY 2024). The increase in margin was driven by higher revenue. 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 25% per year, which means it is significantly lagging earnings growth.
공시 • Mar 12B'in Live Co., Ltd., Annual General Meeting, Jun 16, 2026B'in Live Co., Ltd., Annual General Meeting, Jun 16, 2026. Location: 3 floor no,1, sec.3 chung hsiao e. rd., da-an district, taipei city Taiwan
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$3.10 (vs NT$1.46 in 3Q 2024)Third quarter 2025 results: EPS: NT$3.10 (up from NT$1.46 in 3Q 2024). Revenue: NT$1.19b (up 12% from 3Q 2024). Net income: NT$179.4m (up 153% from 3Q 2024). Profit margin: 15% (up from 6.7% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: NT$2.92 (vs NT$1.31 in 2Q 2024)Second quarter 2025 results: EPS: NT$2.92 (up from NT$1.31 in 2Q 2024). Revenue: NT$1.31b (up 85% from 2Q 2024). Net income: NT$168.6m (up 165% from 2Q 2024). Profit margin: 13% (up from 9.0% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 11New 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 6.8% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change). Profit margins are more than 30% lower than last year (7.9% net profit margin). Shareholders have been diluted in the past year (18% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$108, the stock trades at a trailing P/E ratio of 24.8x. Average trailing P/E is 25x in the Entertainment industry in Taiwan. Total returns to shareholders of 366% over the past three years.
Upcoming Dividend • Jun 12Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 19 June 2025. Payment date: 16 July 2025. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (5.2%). In line with average of industry peers (3.9%).
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.23 (vs NT$0.92 in 1Q 2024)First quarter 2025 results: EPS: NT$0.23 (down from NT$0.92 in 1Q 2024). Revenue: NT$483.1m (up 3.5% from 1Q 2024). Net income: NT$11.6m (down 74% from 1Q 2024). Profit margin: 2.4% (down from 9.6% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 54% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$84.90, the stock trades at a trailing P/E ratio of 17.3x. Average trailing P/E is 26x in the Entertainment industry in Taiwan. Total returns to shareholders of 266% over the past three years.
New Risk • May 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (18% increase in shares outstanding).
공시 • May 01B'in Live Co., Ltd. to Report Q1, 2025 Results on May 07, 2025B'in Live Co., Ltd. announced that they will report Q1, 2025 results on May 07, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$60.70, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 20x in the Entertainment industry in Taiwan. Total returns to shareholders of 154% over the past three years.
New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.16b (US$95.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (NT$3.16b market cap, or US$95.7m).
Reported Earnings • Mar 18Full year 2024 earnings released: EPS: NT$5.84 (vs NT$6.07 in FY 2023)Full year 2024 results: EPS: NT$5.84 (down from NT$6.07 in FY 2023). Revenue: NT$3.15b (up 23% from FY 2023). Net income: NT$284.4m (down 3.5% from FY 2023). Profit margin: 9.0% (down from 12% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
공시 • Mar 13B'in Live Co., Ltd., Annual General Meeting, Jun 19, 2025B'in Live Co., Ltd., Annual General Meeting, Jun 19, 2025. Location: 3 floor no,1, sec.3 chung hsiao e. rd., da-an district, taipei city Taiwan
공시 • Mar 11B'in Live Co., Ltd. announced that it has received fundingOn March 10, 2025, B'in Live Co., Ltd closed the transaction.
공시 • Mar 05B'in Live Co., Ltd. to Report Fiscal Year 2024 Results on Mar 12, 2025B'in Live Co., Ltd. announced that they will report fiscal year 2024 results on Mar 12, 2025
공시 • Feb 05B'in Live Co., Ltd. has filed a Follow-on Equity Offering.B'in Live Co., Ltd. has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 7,200,000 Security Name: Shares Security Type: Common Stock Securities Offered: 1,800,000 Transaction Features: Rights Offering
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: NT$1.46 (vs NT$2.32 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.46 (down from NT$2.32 in 3Q 2023). Revenue: NT$1.06b (up 11% from 3Q 2023). Net income: NT$71.0m (down 37% from 3Q 2023). Profit margin: 6.7% (down from 12% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.
공시 • Nov 08B'in Live Co., Ltd. announced a financing transactionB'in Live Co., Ltd. announced a private placement to issue 9,000,000 common shares on November 6, 2024. The transaction has been approved by shareholders of company.
공시 • Oct 30B'in Live Co., Ltd. to Report Q3, 2024 Results on Nov 06, 2024B'in Live Co., Ltd. announced that they will report Q3, 2024 results on Nov 06, 2024
분석 기사 • Oct 18Shareholders Would Enjoy A Repeat Of B'in Live's (TWSE:6625) Recent Growth In ReturnsWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: NT$1.31 (vs NT$1.51 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.31 (down from NT$1.51 in 2Q 2023). Revenue: NT$706.8m (up 26% from 2Q 2023). Net income: NT$63.6m (down 13% from 2Q 2023). Profit margin: 9.0% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
분석 기사 • Aug 07Is B'in Live (TWSE:6625) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
공시 • Jul 31B'in Live Co., Ltd. to Report Q2, 2024 Results on Aug 07, 2024B'in Live Co., Ltd. announced that they will report Q2, 2024 results on Aug 07, 2024
Upcoming Dividend • Jul 11Upcoming dividend of NT$3.50 per shareEligible shareholders must have bought the stock before 18 July 2024. Payment date: 21 August 2024. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (3.0%).
New Risk • Jun 06New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$1.02 (vs NT$0.35 in 1Q 2023)First quarter 2024 results: EPS: NT$1.02 (up from NT$0.35 in 1Q 2023). Revenue: NT$466.7m (up 70% from 1Q 2023). Net income: NT$44.9m (up 187% from 1Q 2023). Profit margin: 9.6% (up from 5.7% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.
공시 • May 09B'in Live Co., Ltd. Proposes Dividend Distribution for the Year 2023B'in Live Co., Ltd. proposed dividend distribution of TWD 3.50 per share for the year 2023. Total amount of cash distributed to shareholders TWD 155,821,554.
공시 • May 03B'in Live Co., Ltd. to Report Q1, 2024 Results on May 08, 2024B'in Live Co., Ltd. announced that they will report Q1, 2024 results at 9:00 AM, Taipei Standard Time on May 08, 2024
분석 기사 • Mar 15Additional Considerations Required While Assessing B'in Live's (TWSE:6625) Strong EarningsDespite announcing strong earnings, B'in Live Co., Ltd.'s ( TWSE:6625 ) stock was sluggish. Our analysis uncovered some...
Reported Earnings • Mar 12Full year 2023 earnings released: EPS: NT$6.68 (vs NT$0.31 loss in FY 2022)Full year 2023 results: EPS: NT$6.68 (up from NT$0.31 loss in FY 2022). Revenue: NT$2.56b (up 96% from FY 2022). Net income: NT$294.8m (up NT$308.6m from FY 2022). Profit margin: 12% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
공시 • Mar 07B'in Live Co., Ltd., Annual General Meeting, Jun 18, 2024B'in Live Co., Ltd., Annual General Meeting, Jun 18, 2024. Location: (Sigma Hall, GIS Taipei Tech Convention Center), 3F, No. 1, Sec. 3, Zhongxiao E. Rd.,Da’an Dist Taipei City Taiwan Agenda: To consider 2023 Business Report; to consider audit Committee’s Review Report on the 2023 Financial Statements; to consider 2023 Report on Distribution of Remuneration of Employees and Directors; to consider distribution of 2023 Earnings of cash dividend Report; to consider 2023 business report and financial statements; to consider distribution of 2023 Earnings; and to consider other matters.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to NT$97.50, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 17x in the Entertainment industry in Taiwan. Total returns to shareholders of 182% over the past three years.
New Risk • Nov 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.8% average weekly change). High level of non-cash earnings (32% accrual ratio).
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$94.40, the stock trades at a trailing P/E ratio of 27.6x. Average trailing P/E is 15x in the Entertainment industry in Taiwan. Total returns to shareholders of 170% over the past three years.
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$104, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 14x in the Entertainment industry in Taiwan. Total returns to shareholders of 209% over the past three years.
New Risk • Aug 12New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 32% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (32% accrual ratio).
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$1.66 (vs NT$1.09 loss in 2Q 2022)Second quarter 2023 results: EPS: NT$1.66 (up from NT$1.09 loss in 2Q 2022). Revenue: NT$560.5m (up 373% from 2Q 2022). Net income: NT$73.4m (up NT$121.3m from 2Q 2022). Profit margin: 13% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 28Full year 2022 earnings released: NT$0.31 loss per share (vs NT$2.00 loss in FY 2021)Full year 2022 results: NT$0.31 loss per share (improved from NT$2.00 loss in FY 2021). Revenue: NT$1.30b (up 55% from FY 2021). Net loss: NT$13.8m (loss narrowed 84% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 15Second quarter 2022 earnings released: NT$1.09 loss per share (vs NT$1.60 loss in 2Q 2021)Second quarter 2022 results: NT$1.09 loss per share (up from NT$1.60 loss in 2Q 2021). Revenue: NT$118.6m (up 40% from 2Q 2021). Net loss: NT$47.9m (loss narrowed 32% from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 12First quarter 2022 earnings released: NT$0.65 loss per share (vs NT$0.16 loss in 1Q 2021)First quarter 2022 results: NT$0.65 loss per share (down from NT$0.16 loss in 1Q 2021). Revenue: NT$202.2m (down 6.9% from 1Q 2021). Net loss: NT$28.5m (loss widened 309% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 28Full year 2021 earnings released: NT$2.00 loss per share (vs NT$3.30 loss in FY 2020)Full year 2021 results: NT$2.00 loss per share (up from NT$3.30 loss in FY 2020). Revenue: NT$838.4m (up 5.4% from FY 2020). Net loss: NT$87.8m (loss narrowed 32% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 10Third quarter 2021 earnings released: NT$0.92 loss per share (vs NT$0.40 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: NT$88.2m (down 69% from 3Q 2020). Net loss: NT$40.4m (down 365% from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 13Second quarter 2021 earnings released: NT$1.60 loss per share (vs NT$1.80 loss in 2Q 2020)The company reported a solid second quarter result with improved revenues and control over costs, although losses increased. Second quarter 2021 results: Revenue: NT$84.8m (up 86% from 2Q 2020). Net loss: NT$70.4m (loss widened 2.0% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 26Full year 2020 earnings released: NT$3.30 loss per share (vs NT$0.083 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: NT$795.2m (down 35% from FY 2019). Net loss: NT$129.1m (down NT$132.3m from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Mar 03New 90-day high: NT$34.00The company is up 1.0% from its price of NT$33.65 on 03 December 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 10.0% over the same period.
분석 기사 • Feb 24B'in Live's(TPE:6625) Share Price Is Down 49% Over The Past Three Years.B'in Live Co., Ltd. ( TPE:6625 ) shareholders should be happy to see the share price up 16% in the last week. But that...
Is New 90 Day High Low • Feb 03New 90-day low: NT$27.55The company is down 21% from its price of NT$35.05 on 05 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 8.0% over the same period.
Is New 90 Day High Low • Jan 15New 90-day low: NT$30.00The company is down 21% from its price of NT$37.80 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 8.0% over the same period.
Is New 90 Day High Low • Dec 22New 90-day low: NT$32.60The company is down 9.0% from its price of NT$35.75 on 23 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is down 3.0% over the same period.
분석 기사 • Dec 11Is B'in Live (TPE:6625) Using Debt In A Risky Way?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$0.40The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$283.6m (up 16% from 3Q 2019). Net income: NT$15.2m (up NT$36.4m from 3Q 2019). Profit margin: 5.4% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 77% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Nov 12New 90-day low: NT$34.25The company is down 3.0% from its price of NT$35.15 on 14 August 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Entertainment industry, which is down 7.0% over the same period.
Is New 90 Day High Low • Oct 08New 90-day high: NT$39.60The company is up 11% from its price of NT$35.81 on 10 July 2020. The Taiwanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is down 13% over the same period.