View Financial HealthJarllytec 배당 및 자사주 매입배당 기준 점검 3/6Jarllytec 수익으로 충분히 충당되는 현재 수익률 1.95% 보유한 배당금 지급 회사입니다.핵심 정보2.0%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률2.6%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향59%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Aug 29Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 05 September 2025. Payment date: 09 October 2025. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.5%).Upcoming Dividend • Jul 23Upcoming dividend of NT$4.50 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 23 August 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Taiwanese dividend payers (4.3%). In line with average of industry peers (2.7%).Declared Dividend • Jun 20Dividend increased to NT$4.50Dividend of NT$4.50 is 50% higher than last year. Ex-date: 30th July 2024 Payment date: 23rd August 2024 Dividend yield will be 2.3%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jul 20Upcoming dividend of NT$3.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 27 July 2023. Payment date: 23 August 2023. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (4.2%).Upcoming Dividend • Jul 07Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 19 August 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (6.8%). Lower than average of industry peers (5.1%).공지 • Jun 18Jarllytec Co. , Ltd. Announces Cash Dividend, Payable on August 19, 2022Jarllytec Co., Ltd. announced Cash dividends TWD 120,242,796 (TWD 2 per share) Ex-dividend date of July 14, 2022, record date of July 22, 2022 and Payment of cash dividend distribution of August 19, 2022.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$93.50, the stock trades at a trailing P/E ratio of 42x. Average trailing P/E is 27x in the Electronic industry in Taiwan. Total returns to shareholders of 52% over the past three years.공지 • Mar 12Jarllytec Co. , Ltd., Annual General Meeting, Jun 16, 2026Jarllytec Co. , Ltd., Annual General Meeting, Jun 16, 2026. Location: no,13, wu kung 5th rd., sinjhuang district, new taipei city TaiwanReported Earnings • Nov 14Third quarter 2025 earnings released: EPS: NT$0.68 (vs NT$1.07 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.68 (down from NT$1.07 in 3Q 2024). Revenue: NT$2.02b (down 5.8% from 3Q 2024). Net income: NT$45.8m (down 37% from 3Q 2024). Profit margin: 2.3% (down from 3.4% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 29Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 05 September 2025. Payment date: 09 October 2025. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.5%).Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$127, the stock trades at a trailing P/E ratio of 33.3x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 103% over the past three years.Reported Earnings • Aug 16Second quarter 2025 earnings released: NT$0.79 loss per share (vs NT$2.48 profit in 2Q 2024)Second quarter 2025 results: NT$0.79 loss per share (down from NT$2.48 profit in 2Q 2024). Revenue: NT$2.71b (up 19% from 2Q 2024). Net loss: NT$52.2m (down 132% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.New Risk • Jun 18New 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 9.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (460% cash payout ratio). Share price has been volatile over the past 3 months (9.0% average weekly change). Profit margins are more than 30% lower than last year (4.8% net profit margin).Reported Earnings • May 16First quarter 2025 earnings released: EPS: NT$0.85 (vs NT$2.50 in 1Q 2024)First quarter 2025 results: EPS: NT$0.85 (down from NT$2.50 in 1Q 2024). Revenue: NT$2.63b (up 11% from 1Q 2024). Net income: NT$56.0m (down 66% from 1Q 2024). Profit margin: 2.1% (down from 6.9% 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 11% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.공지 • May 01Jarllytec Co. , Ltd. to Report Q1, 2025 Results on May 09, 2025Jarllytec Co. , Ltd. announced that they will report Q1, 2025 results on May 09, 2025Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$141, the stock trades at a trailing P/E ratio of 16.2x. Average forward P/E is 14x in the Electronic industry in Taiwan. Total returns to shareholders of 113% over the past three years.Reported Earnings • Mar 14Full year 2024 earnings released: EPS: NT$8.73 (vs NT$8.69 in FY 2023)Full year 2024 results: EPS: NT$8.73 (up from NT$8.69 in FY 2023). Revenue: NT$9.58b (up 17% from FY 2023). Net income: NT$576.8m (up 7.7% from FY 2023). Profit margin: 6.0% (down from 6.5% 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 19% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.공지 • Mar 10Jarllytec Co. , Ltd., Annual General Meeting, Jun 19, 2025Jarllytec Co. , Ltd., Annual General Meeting, Jun 19, 2025. Location: no,13, wu kung 5th rd., sinjhuang district, new taipei city Taiwan공지 • Feb 28Jarllytec Co. , Ltd. to Report Fiscal Year 2024 Results on Mar 07, 2025Jarllytec Co. , Ltd. announced that they will report fiscal year 2024 results on Mar 07, 2025Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$197, the stock trades at a trailing P/E ratio of 22.3x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 180% over the past three years.Valuation Update With 7 Day Price Move • Dec 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$176, the stock trades at a trailing P/E ratio of 19.9x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 209% over the past three years.Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$191, the stock trades at a trailing P/E ratio of 21.6x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 263% over the past three years.Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$1.09 (vs NT$3.75 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.09 (down from NT$3.75 in 3Q 2023). Revenue: NT$2.15b (down 17% from 3Q 2023). Net income: NT$72.2m (down 68% from 3Q 2023). Profit margin: 3.4% (down from 8.8% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.공지 • Nov 05Jarllytec Co. , Ltd. to Report Q3, 2024 Results on Nov 12, 2024Jarllytec Co. , Ltd. announced that they will report Q3, 2024 results on Nov 12, 2024New Risk • Sep 04New 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 7.4% 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 (7.4% average weekly change). Shareholders have been diluted in the past year (9.9% increase in shares outstanding).Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$194, the stock trades at a trailing P/E ratio of 17.3x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 253% over the past three years.Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$2.48 (vs NT$2.04 in 2Q 2023)Second quarter 2024 results: EPS: NT$2.48 (up from NT$2.04 in 2Q 2023). Revenue: NT$2.28b (up 16% from 2Q 2023). Net income: NT$164.0m (up 34% from 2Q 2023). Profit margin: 7.2% (up from 6.2% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.공지 • Aug 02Jarllytec Co. , Ltd. to Report Q2, 2024 Results on Aug 09, 2024Jarllytec Co. , Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024Upcoming Dividend • Jul 23Upcoming dividend of NT$4.50 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 23 August 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Taiwanese dividend payers (4.3%). In line with average of industry peers (2.7%).Declared Dividend • Jun 20Dividend increased to NT$4.50Dividend of NT$4.50 is 50% higher than last year. Ex-date: 30th July 2024 Payment date: 23rd August 2024 Dividend yield will be 2.3%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공지 • Jun 19+ 1 more updateJarllytec Co. , Ltd. Announces Audit Committee ChangesJarllytec Co., Ltd. announced Audit Committee Changes. Date of occurrence of the change: June 18, 2024. Name of the previous position holder: Liu, Chun Ying. Resume of the previous position holder: Liu, Chun Ying, Independent director of the Company. Name and Resume of the new position holder: Lee, Hsing-Chin, Independent director of the Company. Reason for the change: term expired. Effective date of the new member: June 18, 2024.Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$2.50 (vs NT$0.058 in 1Q 2023)First quarter 2024 results: EPS: NT$2.50 (up from NT$0.058 in 1Q 2023). Revenue: NT$2.38b (up 80% from 1Q 2023). Net income: NT$165.1m (up NT$161.6m from 1Q 2023). Profit margin: 6.9% (up from 0.3% 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 25% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.공지 • Apr 28Jarllytec Co. , Ltd. to Report Q1, 2024 Results on May 06, 2024Jarllytec Co. , Ltd. announced that they will report Q1, 2024 results on May 06, 2024Valuation Update With 7 Day Price Move • Apr 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$235, the stock trades at a trailing P/E ratio of 29x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 228% over the past three years.Reported Earnings • Mar 15Full year 2023 earnings released: EPS: NT$8.69 (vs NT$7.88 in FY 2022)Full year 2023 results: EPS: NT$8.69 (up from NT$7.88 in FY 2022). Revenue: NT$8.22b (up 17% from FY 2022). Net income: NT$535.3m (up 13% from FY 2022). Profit margin: 6.5% (down from 6.8% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.공지 • Mar 09Jarllytec Co. , Ltd., Annual General Meeting, Jun 18, 2024Jarllytec Co. , Ltd., Annual General Meeting, Jun 18, 2024. Location: No. 13, Wu-gong 5th Rd. Xinzhuang Dist New Taipei City Taiwan Agenda: To approve 2023 Business Report of the Company, 2023 Annual final accounting ledgers and statements reviewed by audit committee, 2023 Employees' and directors' remuneration allocation report, 2023 Cash dividend distribution report, Report on the Company's indirect investment in China, Report issue of 2nd domestic unsecured convertible corporate bonds, Report on completion of merger with subsidiary Jarson Precision Technology Co., Ltd.; and to consider other matters.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$243, the stock trades at a trailing P/E ratio of 38.3x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 285% over the past three years.Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$213, the stock trades at a trailing P/E ratio of 33.7x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 230% over the past three years.New Risk • Dec 18New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.8% 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: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 3.8% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (7.8% increase in shares outstanding).Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$219, the stock trades at a trailing P/E ratio of 37.6x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 250% over the past three years.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$174, the stock trades at a trailing P/E ratio of 29.8x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 182% over the past three years.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$148, the stock trades at a trailing P/E ratio of 25.5x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 144% over the past three years.Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$142, the stock trades at a trailing P/E ratio of 24.3x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 118% over the past three years.Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: NT$2.04 (vs NT$1.45 in 2Q 2022)Second quarter 2023 results: EPS: NT$2.04 (up from NT$1.45 in 2Q 2022). Revenue: NT$1.97b (up 36% from 2Q 2022). Net income: NT$122.5m (up 40% from 2Q 2022). Profit margin: 6.2% (up from 6.0% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 13% per year.Valuation Update With 7 Day Price Move • Aug 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$78.50, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 42% over the past three years.Upcoming Dividend • Jul 20Upcoming dividend of NT$3.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 27 July 2023. Payment date: 23 August 2023. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (4.2%).Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Representative Director Bo-Liang Liu was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 28Full year 2022 earnings releasedFull year 2022 results: Revenue: NT$7.02b (down 5.7% from FY 2021). Net income: NT$474.0m (up 91% from FY 2021). Profit margin: 6.8% (up from 3.3% in FY 2021). The increase in margin was driven by lower expenses.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Chih Chen Liu was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$2.78 (vs NT$0.31 in 3Q 2021)Third quarter 2022 results: EPS: NT$2.78 (up from NT$0.31 in 3Q 2021). Revenue: NT$1.64b (down 2.7% from 3Q 2021). Net income: NT$166.9m (up NT$148.2m from 3Q 2021). Profit margin: 10% (up from 1.1% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$1.45 (vs NT$0.22 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.45 (up from NT$0.22 in 2Q 2021). Revenue: NT$1.45b (down 19% from 2Q 2021). Net income: NT$87.3m (up NT$73.9m from 2Q 2021). Profit margin: 6.0% (up from 0.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% 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.Price Target Changed • Aug 11Price target increased to NT$95.00Up from NT$82.00, the current price target is provided by 1 analyst. New target price is 55% above last closing price of NT$61.20. Stock is down 5.6% over the past year. The company posted earnings per share of NT$4.12 last year.공지 • Aug 10Jarllytec Co. , Ltd. Announces Change to the Internal Audit OfficerJarllytec Co., Ltd. announced change to the internal audit officer of the company. Name, title, and resume of the previous position holder: Lin, HSIAO-PING/Internal audit officer of Jarllytec CO., LTD. Name, title, and resume of the new position holder: YU,YUNG-CHANG/Account Manager of Jarllytec CO., LTD. Reason for the change: Position adjustment. Effective date: August 9, 2022.Upcoming Dividend • Jul 07Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 19 August 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (6.8%). Lower than average of industry peers (5.1%).공지 • Jun 18Jarllytec Co. , Ltd. Announces Cash Dividend, Payable on August 19, 2022Jarllytec Co., Ltd. announced Cash dividends TWD 120,242,796 (TWD 2 per share) Ex-dividend date of July 14, 2022, record date of July 22, 2022 and Payment of cash dividend distribution of August 19, 2022.Board Change • Jun 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Chih Chen Liu was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 16First quarter 2022 earnings released: EPS: NT$2.71 (vs NT$1.04 in 1Q 2021)First quarter 2022 results: EPS: NT$2.71 (up from NT$1.04 in 1Q 2021). Revenue: NT$2.23b (up 46% from 1Q 2021). Net income: NT$163.1m (up 161% from 1Q 2021). Profit margin: 7.3% (up from 4.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • Mar 13Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: NT$7.45b (up 34% from FY 2020). Net income: NT$247.8m (down 18% from FY 2020). Profit margin: 3.3% (down from 5.5% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 9.0%, compared to a 8.8% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공지 • Mar 04Jarllytec Co. , Ltd., Annual General Meeting, Jun 21, 2022Jarllytec Co. , Ltd., Annual General Meeting, Jun 21, 2022. Location: 8F., No. 13, Wu-gong 5th Rd., Xinzhuang Dist. New Taipei City Taiwan Agenda: To consider 2021 Business Report of the Company; to consider 2021 Annual final accounting ledgers and statements reviewed by audit committee; to consider 2021 Employees' and directors' remuneration allocation report; to consider 2021 Cash dividend distribution report; to consider report on the Company’s indirect investment in China; to report the issuance of securities in private placement; to consider and report issue of domestic unsecured convertible corporate bonds; to consider and acknowledge the 2021 Business Report and Annual Final Accounting ledgers and Statements; to consider 2021 Earnings Distribution Proposal; to consider and discuss amendments to the Company's partial Articles of Incorporation; to consider and discuss amendments to the Company's partial Regulations of Directors Election; to consider and discuss Discussion of amendments to the Company's partial Procedures for Asset Acquisition & Disposal.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$74.60, the stock trades at a trailing P/E ratio of 28.7x. Average forward P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 27% over the past three years.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$63.40, the stock trades at a trailing P/E ratio of 24.4x. Average forward P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 9.1% over the past three years.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.32 (vs NT$1.94 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$1.68b (up 10% from 3Q 2020). Net income: NT$18.7m (down 84% from 3Q 2020). Profit margin: 1.1% (down from 7.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$0.22 (vs NT$1.80 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$1.80b (up 31% from 2Q 2020). Net income: NT$13.4m (down 88% from 2Q 2020). Profit margin: 0.7% (down from 7.9% in 2Q 2020). The decrease in margin was driven by higher expenses. 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.Upcoming Dividend • Jul 14Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 21 July 2021. Payment date: 23 August 2021. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.9%).Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$1.04 (vs NT$0.27 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$1.53b (up 56% from 1Q 2020). Net income: NT$62.6m (up 290% from 1Q 2020). Profit margin: 4.1% (up from 1.6% in 1Q 2020). The increase in margin was driven by higher revenue. 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 12% per year, which means it is well ahead of earnings.분석 기사 • Apr 13Returns On Capital At Jarllytec (GTSM:3548) Have Hit The BrakesThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Reported Earnings • Mar 20Full year 2020 earnings released: EPS NT$5.03 (vs NT$7.73 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$5.55b (down 3.8% from FY 2019). Net income: NT$302.7m (down 35% from FY 2019). Profit margin: 5.5% (down from 8.1% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.분석 기사 • Mar 08Do Fundamentals Have Any Role To Play In Driving Jarllytec Co. , Ltd.'s (GTSM:3548) Stock Up Recently?Most readers would already know that Jarllytec's (GTSM:3548) stock increased by 6.6% over the past three months. We...분석 기사 • Feb 18Does Jarllytec Co. , Ltd. (GTSM:3548) Have A Place In Your Dividend Portfolio?Is Jarllytec Co. , Ltd. ( GTSM:3548 ) a good dividend stock? How can we tell? Dividend paying companies with growing...분석 기사 • Jan 31Is Jarllytec (GTSM:3548) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Jan 11Does Jarllytec (GTSM:3548) Have The Makings Of A Multi-Bagger?What are the early trends we should look for to identify a stock that could multiply in value over the long term...Is New 90 Day High Low • Jan 05New 90-day high: NT$77.50The company is up 14% from its price of NT$68.00 on 08 October 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$30.41 per share.분석 기사 • Dec 24Did You Participate In Any Of Jarllytec's (GTSM:3548) Fantastic 175% Return ?When you buy a stock there is always a possibility that it could drop 100%. But on the bright side, you can make far...분석 기사 • Dec 07Jarllytec Co. , Ltd. (GTSM:3548) On An Uptrend: Could Fundamentals Be Driving The Stock?Jarllytec's (GTSM:3548) stock up by 5.2% over the past three months. We wonder if and what role the company's...분석 기사 • Nov 18Here's What You Should Know About Jarllytec Co. , Ltd.'s (GTSM:3548) 3.6% Dividend YieldIs Jarllytec Co. , Ltd. (GTSM:3548) a good dividend stock? How can we tell? Dividend paying companies with growing...Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$1.94The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$1.53b (up 5.4% from 3Q 2019). Net income: NT$116.5m (down 24% from 3Q 2019). Profit margin: 7.6% (down from 11% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 10% per year.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 3548 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: 3548 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Jarllytec 배당 수익률 vs 시장3548의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (3548)2.0%시장 하위 25% (TW)1.5%시장 상위 25% (TW)5.0%업계 평균 (Electronic)1.4%분석가 예측 (3548) (최대 3년)n/a주목할만한 배당금: 3548 의 배당금( 1.95% )은 TW 시장에서 배당금 지급자의 하위 25%( 1.48% )보다 높습니다.고배당: 3548 의 배당금( 1.95% )은 TW 시장에서 배당금 지급자의 상위 25%( 5% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적인 지급 비율 ( 58.8% )을 통해 3548 의 배당금 지급은 수익으로 충당됩니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 202.4% )이 높기 때문에 3548 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YTW 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/08 17:19종가2026/05/08 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 소스Jarllytec Co. , Ltd.는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Zhilong YenMasterlink Securities Investment AdvisorySi FuSinoPac Securities Investment Service
Upcoming Dividend • Aug 29Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 05 September 2025. Payment date: 09 October 2025. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.5%).
Upcoming Dividend • Jul 23Upcoming dividend of NT$4.50 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 23 August 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Taiwanese dividend payers (4.3%). In line with average of industry peers (2.7%).
Declared Dividend • Jun 20Dividend increased to NT$4.50Dividend of NT$4.50 is 50% higher than last year. Ex-date: 30th July 2024 Payment date: 23rd August 2024 Dividend yield will be 2.3%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jul 20Upcoming dividend of NT$3.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 27 July 2023. Payment date: 23 August 2023. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (4.2%).
Upcoming Dividend • Jul 07Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 19 August 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (6.8%). Lower than average of industry peers (5.1%).
공지 • Jun 18Jarllytec Co. , Ltd. Announces Cash Dividend, Payable on August 19, 2022Jarllytec Co., Ltd. announced Cash dividends TWD 120,242,796 (TWD 2 per share) Ex-dividend date of July 14, 2022, record date of July 22, 2022 and Payment of cash dividend distribution of August 19, 2022.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$93.50, the stock trades at a trailing P/E ratio of 42x. Average trailing P/E is 27x in the Electronic industry in Taiwan. Total returns to shareholders of 52% over the past three years.
공지 • Mar 12Jarllytec Co. , Ltd., Annual General Meeting, Jun 16, 2026Jarllytec Co. , Ltd., Annual General Meeting, Jun 16, 2026. Location: no,13, wu kung 5th rd., sinjhuang district, new taipei city Taiwan
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: NT$0.68 (vs NT$1.07 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.68 (down from NT$1.07 in 3Q 2024). Revenue: NT$2.02b (down 5.8% from 3Q 2024). Net income: NT$45.8m (down 37% from 3Q 2024). Profit margin: 2.3% (down from 3.4% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 29Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 05 September 2025. Payment date: 09 October 2025. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.5%).
Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$127, the stock trades at a trailing P/E ratio of 33.3x. Average trailing P/E is 23x in the Electronic industry in Taiwan. Total returns to shareholders of 103% over the past three years.
Reported Earnings • Aug 16Second quarter 2025 earnings released: NT$0.79 loss per share (vs NT$2.48 profit in 2Q 2024)Second quarter 2025 results: NT$0.79 loss per share (down from NT$2.48 profit in 2Q 2024). Revenue: NT$2.71b (up 19% from 2Q 2024). Net loss: NT$52.2m (down 132% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
New Risk • Jun 18New 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 9.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (460% cash payout ratio). Share price has been volatile over the past 3 months (9.0% average weekly change). Profit margins are more than 30% lower than last year (4.8% net profit margin).
Reported Earnings • May 16First quarter 2025 earnings released: EPS: NT$0.85 (vs NT$2.50 in 1Q 2024)First quarter 2025 results: EPS: NT$0.85 (down from NT$2.50 in 1Q 2024). Revenue: NT$2.63b (up 11% from 1Q 2024). Net income: NT$56.0m (down 66% from 1Q 2024). Profit margin: 2.1% (down from 6.9% 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 11% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
공지 • May 01Jarllytec Co. , Ltd. to Report Q1, 2025 Results on May 09, 2025Jarllytec Co. , Ltd. announced that they will report Q1, 2025 results on May 09, 2025
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$141, the stock trades at a trailing P/E ratio of 16.2x. Average forward P/E is 14x in the Electronic industry in Taiwan. Total returns to shareholders of 113% over the past three years.
Reported Earnings • Mar 14Full year 2024 earnings released: EPS: NT$8.73 (vs NT$8.69 in FY 2023)Full year 2024 results: EPS: NT$8.73 (up from NT$8.69 in FY 2023). Revenue: NT$9.58b (up 17% from FY 2023). Net income: NT$576.8m (up 7.7% from FY 2023). Profit margin: 6.0% (down from 6.5% 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 19% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Mar 10Jarllytec Co. , Ltd., Annual General Meeting, Jun 19, 2025Jarllytec Co. , Ltd., Annual General Meeting, Jun 19, 2025. Location: no,13, wu kung 5th rd., sinjhuang district, new taipei city Taiwan
공지 • Feb 28Jarllytec Co. , Ltd. to Report Fiscal Year 2024 Results on Mar 07, 2025Jarllytec Co. , Ltd. announced that they will report fiscal year 2024 results on Mar 07, 2025
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$197, the stock trades at a trailing P/E ratio of 22.3x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 180% over the past three years.
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$176, the stock trades at a trailing P/E ratio of 19.9x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 209% over the past three years.
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$191, the stock trades at a trailing P/E ratio of 21.6x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 263% over the past three years.
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$1.09 (vs NT$3.75 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.09 (down from NT$3.75 in 3Q 2023). Revenue: NT$2.15b (down 17% from 3Q 2023). Net income: NT$72.2m (down 68% from 3Q 2023). Profit margin: 3.4% (down from 8.8% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Nov 05Jarllytec Co. , Ltd. to Report Q3, 2024 Results on Nov 12, 2024Jarllytec Co. , Ltd. announced that they will report Q3, 2024 results on Nov 12, 2024
New Risk • Sep 04New 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 7.4% 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 (7.4% average weekly change). Shareholders have been diluted in the past year (9.9% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improves as stock rises 20%After last week's 20% share price gain to NT$194, the stock trades at a trailing P/E ratio of 17.3x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 253% over the past three years.
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$2.48 (vs NT$2.04 in 2Q 2023)Second quarter 2024 results: EPS: NT$2.48 (up from NT$2.04 in 2Q 2023). Revenue: NT$2.28b (up 16% from 2Q 2023). Net income: NT$164.0m (up 34% from 2Q 2023). Profit margin: 7.2% (up from 6.2% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Aug 02Jarllytec Co. , Ltd. to Report Q2, 2024 Results on Aug 09, 2024Jarllytec Co. , Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024
Upcoming Dividend • Jul 23Upcoming dividend of NT$4.50 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 23 August 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Taiwanese dividend payers (4.3%). In line with average of industry peers (2.7%).
Declared Dividend • Jun 20Dividend increased to NT$4.50Dividend of NT$4.50 is 50% higher than last year. Ex-date: 30th July 2024 Payment date: 23rd August 2024 Dividend yield will be 2.3%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공지 • Jun 19+ 1 more updateJarllytec Co. , Ltd. Announces Audit Committee ChangesJarllytec Co., Ltd. announced Audit Committee Changes. Date of occurrence of the change: June 18, 2024. Name of the previous position holder: Liu, Chun Ying. Resume of the previous position holder: Liu, Chun Ying, Independent director of the Company. Name and Resume of the new position holder: Lee, Hsing-Chin, Independent director of the Company. Reason for the change: term expired. Effective date of the new member: June 18, 2024.
Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$2.50 (vs NT$0.058 in 1Q 2023)First quarter 2024 results: EPS: NT$2.50 (up from NT$0.058 in 1Q 2023). Revenue: NT$2.38b (up 80% from 1Q 2023). Net income: NT$165.1m (up NT$161.6m from 1Q 2023). Profit margin: 6.9% (up from 0.3% 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 25% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Apr 28Jarllytec Co. , Ltd. to Report Q1, 2024 Results on May 06, 2024Jarllytec Co. , Ltd. announced that they will report Q1, 2024 results on May 06, 2024
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$235, the stock trades at a trailing P/E ratio of 29x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 228% over the past three years.
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: NT$8.69 (vs NT$7.88 in FY 2022)Full year 2023 results: EPS: NT$8.69 (up from NT$7.88 in FY 2022). Revenue: NT$8.22b (up 17% from FY 2022). Net income: NT$535.3m (up 13% from FY 2022). Profit margin: 6.5% (down from 6.8% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Mar 09Jarllytec Co. , Ltd., Annual General Meeting, Jun 18, 2024Jarllytec Co. , Ltd., Annual General Meeting, Jun 18, 2024. Location: No. 13, Wu-gong 5th Rd. Xinzhuang Dist New Taipei City Taiwan Agenda: To approve 2023 Business Report of the Company, 2023 Annual final accounting ledgers and statements reviewed by audit committee, 2023 Employees' and directors' remuneration allocation report, 2023 Cash dividend distribution report, Report on the Company's indirect investment in China, Report issue of 2nd domestic unsecured convertible corporate bonds, Report on completion of merger with subsidiary Jarson Precision Technology Co., Ltd.; and to consider other matters.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$243, the stock trades at a trailing P/E ratio of 38.3x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 285% over the past three years.
Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$213, the stock trades at a trailing P/E ratio of 33.7x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 230% over the past three years.
New Risk • Dec 18New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.8% 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: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 3.8% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (7.8% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$219, the stock trades at a trailing P/E ratio of 37.6x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 250% over the past three years.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 23%After last week's 23% share price gain to NT$174, the stock trades at a trailing P/E ratio of 29.8x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 182% over the past three years.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$148, the stock trades at a trailing P/E ratio of 25.5x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 144% over the past three years.
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$142, the stock trades at a trailing P/E ratio of 24.3x. Average forward P/E is 17x in the Electronic industry in Taiwan. Total returns to shareholders of 118% over the past three years.
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: NT$2.04 (vs NT$1.45 in 2Q 2022)Second quarter 2023 results: EPS: NT$2.04 (up from NT$1.45 in 2Q 2022). Revenue: NT$1.97b (up 36% from 2Q 2022). Net income: NT$122.5m (up 40% from 2Q 2022). Profit margin: 6.2% (up from 6.0% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 13% per year.
Valuation Update With 7 Day Price Move • Aug 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$78.50, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 18x in the Electronic industry in Taiwan. Total returns to shareholders of 42% over the past three years.
Upcoming Dividend • Jul 20Upcoming dividend of NT$3.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 27 July 2023. Payment date: 23 August 2023. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Taiwanese dividend payers (5.5%). In line with average of industry peers (4.2%).
Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Representative Director Bo-Liang Liu was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 28Full year 2022 earnings releasedFull year 2022 results: Revenue: NT$7.02b (down 5.7% from FY 2021). Net income: NT$474.0m (up 91% from FY 2021). Profit margin: 6.8% (up from 3.3% in FY 2021). The increase in margin was driven by lower expenses.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Chih Chen Liu was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$2.78 (vs NT$0.31 in 3Q 2021)Third quarter 2022 results: EPS: NT$2.78 (up from NT$0.31 in 3Q 2021). Revenue: NT$1.64b (down 2.7% from 3Q 2021). Net income: NT$166.9m (up NT$148.2m from 3Q 2021). Profit margin: 10% (up from 1.1% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$1.45 (vs NT$0.22 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.45 (up from NT$0.22 in 2Q 2021). Revenue: NT$1.45b (down 19% from 2Q 2021). Net income: NT$87.3m (up NT$73.9m from 2Q 2021). Profit margin: 6.0% (up from 0.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% 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.
Price Target Changed • Aug 11Price target increased to NT$95.00Up from NT$82.00, the current price target is provided by 1 analyst. New target price is 55% above last closing price of NT$61.20. Stock is down 5.6% over the past year. The company posted earnings per share of NT$4.12 last year.
공지 • Aug 10Jarllytec Co. , Ltd. Announces Change to the Internal Audit OfficerJarllytec Co., Ltd. announced change to the internal audit officer of the company. Name, title, and resume of the previous position holder: Lin, HSIAO-PING/Internal audit officer of Jarllytec CO., LTD. Name, title, and resume of the new position holder: YU,YUNG-CHANG/Account Manager of Jarllytec CO., LTD. Reason for the change: Position adjustment. Effective date: August 9, 2022.
Upcoming Dividend • Jul 07Upcoming dividend of NT$2.00 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 19 August 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Taiwanese dividend payers (6.8%). Lower than average of industry peers (5.1%).
공지 • Jun 18Jarllytec Co. , Ltd. Announces Cash Dividend, Payable on August 19, 2022Jarllytec Co., Ltd. announced Cash dividends TWD 120,242,796 (TWD 2 per share) Ex-dividend date of July 14, 2022, record date of July 22, 2022 and Payment of cash dividend distribution of August 19, 2022.
Board Change • Jun 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Chih Chen Liu was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 16First quarter 2022 earnings released: EPS: NT$2.71 (vs NT$1.04 in 1Q 2021)First quarter 2022 results: EPS: NT$2.71 (up from NT$1.04 in 1Q 2021). Revenue: NT$2.23b (up 46% from 1Q 2021). Net income: NT$163.1m (up 161% from 1Q 2021). Profit margin: 7.3% (up from 4.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • Mar 13Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: NT$7.45b (up 34% from FY 2020). Net income: NT$247.8m (down 18% from FY 2020). Profit margin: 3.3% (down from 5.5% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 9.0%, compared to a 8.8% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공지 • Mar 04Jarllytec Co. , Ltd., Annual General Meeting, Jun 21, 2022Jarllytec Co. , Ltd., Annual General Meeting, Jun 21, 2022. Location: 8F., No. 13, Wu-gong 5th Rd., Xinzhuang Dist. New Taipei City Taiwan Agenda: To consider 2021 Business Report of the Company; to consider 2021 Annual final accounting ledgers and statements reviewed by audit committee; to consider 2021 Employees' and directors' remuneration allocation report; to consider 2021 Cash dividend distribution report; to consider report on the Company’s indirect investment in China; to report the issuance of securities in private placement; to consider and report issue of domestic unsecured convertible corporate bonds; to consider and acknowledge the 2021 Business Report and Annual Final Accounting ledgers and Statements; to consider 2021 Earnings Distribution Proposal; to consider and discuss amendments to the Company's partial Articles of Incorporation; to consider and discuss amendments to the Company's partial Regulations of Directors Election; to consider and discuss Discussion of amendments to the Company's partial Procedures for Asset Acquisition & Disposal.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$74.60, the stock trades at a trailing P/E ratio of 28.7x. Average forward P/E is 12x in the Electronic industry in Taiwan. Total returns to shareholders of 27% over the past three years.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$63.40, the stock trades at a trailing P/E ratio of 24.4x. Average forward P/E is 11x in the Electronic industry in Taiwan. Total returns to shareholders of 9.1% over the past three years.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.32 (vs NT$1.94 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$1.68b (up 10% from 3Q 2020). Net income: NT$18.7m (down 84% from 3Q 2020). Profit margin: 1.1% (down from 7.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS NT$0.22 (vs NT$1.80 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$1.80b (up 31% from 2Q 2020). Net income: NT$13.4m (down 88% from 2Q 2020). Profit margin: 0.7% (down from 7.9% in 2Q 2020). The decrease in margin was driven by higher expenses. 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.
Upcoming Dividend • Jul 14Upcoming dividend of NT$2.50 per shareEligible shareholders must have bought the stock before 21 July 2021. Payment date: 23 August 2021. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.9%).
Reported Earnings • May 15First quarter 2021 earnings released: EPS NT$1.04 (vs NT$0.27 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$1.53b (up 56% from 1Q 2020). Net income: NT$62.6m (up 290% from 1Q 2020). Profit margin: 4.1% (up from 1.6% in 1Q 2020). The increase in margin was driven by higher revenue. 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 12% per year, which means it is well ahead of earnings.
분석 기사 • Apr 13Returns On Capital At Jarllytec (GTSM:3548) Have Hit The BrakesThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Reported Earnings • Mar 20Full year 2020 earnings released: EPS NT$5.03 (vs NT$7.73 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$5.55b (down 3.8% from FY 2019). Net income: NT$302.7m (down 35% from FY 2019). Profit margin: 5.5% (down from 8.1% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
분석 기사 • Mar 08Do Fundamentals Have Any Role To Play In Driving Jarllytec Co. , Ltd.'s (GTSM:3548) Stock Up Recently?Most readers would already know that Jarllytec's (GTSM:3548) stock increased by 6.6% over the past three months. We...
분석 기사 • Feb 18Does Jarllytec Co. , Ltd. (GTSM:3548) Have A Place In Your Dividend Portfolio?Is Jarllytec Co. , Ltd. ( GTSM:3548 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
분석 기사 • Jan 31Is Jarllytec (GTSM:3548) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Jan 11Does Jarllytec (GTSM:3548) Have The Makings Of A Multi-Bagger?What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Is New 90 Day High Low • Jan 05New 90-day high: NT$77.50The company is up 14% from its price of NT$68.00 on 08 October 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$30.41 per share.
분석 기사 • Dec 24Did You Participate In Any Of Jarllytec's (GTSM:3548) Fantastic 175% Return ?When you buy a stock there is always a possibility that it could drop 100%. But on the bright side, you can make far...
분석 기사 • Dec 07Jarllytec Co. , Ltd. (GTSM:3548) On An Uptrend: Could Fundamentals Be Driving The Stock?Jarllytec's (GTSM:3548) stock up by 5.2% over the past three months. We wonder if and what role the company's...
분석 기사 • Nov 18Here's What You Should Know About Jarllytec Co. , Ltd.'s (GTSM:3548) 3.6% Dividend YieldIs Jarllytec Co. , Ltd. (GTSM:3548) a good dividend stock? How can we tell? Dividend paying companies with growing...
Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS NT$1.94The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: NT$1.53b (up 5.4% from 3Q 2019). Net income: NT$116.5m (down 24% from 3Q 2019). Profit margin: 7.6% (down from 11% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 10% per year.