View Financial HealthYFC-Boneagle Electric 배당 및 자사주 매입배당 기준 점검 2/6YFC-Boneagle Electric 수익으로 충분히 충당되는 현재 수익률 2.29% 보유한 배당금 지급 회사입니다.핵심 정보2.3%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률-5.4%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향89%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Jul 30Upcoming dividend of NT$0.70 per shareEligible shareholders must have bought the stock before 06 August 2025. Payment date: 05 September 2025. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.2%).Upcoming Dividend • Jul 11Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 18 July 2024. Payment date: 20 August 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.4%).Declared Dividend • Jun 20Dividend of NT$0.80 announcedShareholders will receive a dividend of NT$0.80. Ex-date: 18th July 2024 Payment date: 20th August 2024 Dividend yield will be 3.3%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.0% per year over the past 9 years. However, payments have been volatile during that time.공시 • Jun 19YFC-Boneagle Electric Co., Ltd Approves the Dividend Distribution, Payable on August 20, 2024YFC-Boneagle Electric Co., Ltd. at its shareholders meeting held on June 18, 2024, approved the amount of dividend distribution of TWD 117,170,112, and pay TWD 0.80 per share. Ex-rights (Ex-dividend) record date is July 26, 2024 and Payment date of cash dividend distribution is August 20, 2024.Upcoming Dividend • Jul 03Upcoming dividend of NT$3.00 per share at 11% yieldEligible shareholders must have bought the stock before 10 July 2023. Payment date: 10 August 2023. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.2%).Upcoming Dividend • Jul 04Upcoming dividend of NT$0.13 per shareEligible shareholders must have bought the stock before 11 July 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (6.7%). Lower than average of industry peers (3.4%).모든 업데이트 보기Recent updatesReported Earnings • May 16First quarter 2026 earnings released: NT$0.32 loss per share (vs NT$0.30 loss in 1Q 2025)First quarter 2026 results: NT$0.32 loss per share (further deteriorated from NT$0.30 loss in 1Q 2025). Revenue: NT$2.11b (down 7.7% from 1Q 2025). Net loss: NT$46.5m (loss widened 7.2% from 1Q 2025). 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 3% per year.공시 • Mar 16YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 09, 2026YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 09, 2026. Location: 4 floor no,370, chung shan rd., sinwu district, taoyuan city TaiwanReported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$0.81 (vs NT$0.93 in FY 2024)Full year 2025 results: EPS: NT$0.81 (down from NT$0.93 in FY 2024). Revenue: NT$8.36b (down 17% from FY 2024). Net income: NT$118.5m (down 13% from FY 2024). Profit margin: 1.4% (up from 1.3% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.공시 • Mar 06YFC-Boneagle Electric Co., Ltd. to Report Fiscal Year 2025 Results on Mar 13, 2026YFC-Boneagle Electric Co., Ltd. announced that they will report fiscal year 2025 results on Mar 13, 2026Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$36.90, the stock trades at a trailing P/E ratio of 47x. Average trailing P/E is 28x in the Communications industry in Taiwan. Total returns to shareholders of 58% over the past three years.Board Change • Feb 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Hui-Mei Wen was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$25.25, the stock trades at a trailing P/E ratio of 32.2x. Average trailing P/E is 23x in the Communications industry in Taiwan. Total returns to shareholders of 14% over the past three years.Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$0.84 (vs NT$1.12 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.84 (down from NT$1.12 in 3Q 2024). Revenue: NT$1.88b (down 38% from 3Q 2024). Net income: NT$122.5m (down 26% from 3Q 2024). Profit margin: 6.5% (up from 5.4% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 61% 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.Reported Earnings • Aug 17Second quarter 2025 earnings released: NT$0.09 loss per share (vs NT$0.47 profit in 2Q 2024)Second quarter 2025 results: NT$0.09 loss per share (down from NT$0.47 profit in 2Q 2024). Revenue: NT$2.00b (down 19% from 2Q 2024). Net loss: NT$12.8m (down 119% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to NT$17.15, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total loss to shareholders of 30% over the past three years.Upcoming Dividend • Jul 30Upcoming dividend of NT$0.70 per shareEligible shareholders must have bought the stock before 06 August 2025. Payment date: 05 September 2025. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.2%).공시 • Jun 21+ 2 more updatesYfc-Boneagle Electric Co., Ltd. Announces Composition of the Audit CommitteeYFC-Boneagle Electric Co., Ltd. on June 20, 2025, the composition of the Audit Committee was changed due to the expiration of the term of its previous members. The outgoing members—Han-Tzong Lee, Chao-Ting Chen, and Tzeng-Show Ling—had each served as Independent Directors of YFC-Boneagle Electric Co., Ltd. during their tenure on the committee. Following the expiration of their term, new appointments were made. The newly appointed members of the Audit Committee are Chao-Ting Chen, who continues in his role as an Independent Director of YFC-Boneagle Electric Co., Ltd.; Hui-Mei Wen, Corporate Attorney at Prospect Hospitality Co., Ltd.; and Min-Jen Yuan, General Manager of Huaxin Tonglin Business Management Consulting Co., Ltd. The original term of the previous committee members spanned from June 21, 2022, to June 20, 2025. The new appointments became effective as of June 20, 2025.Reported Earnings • May 15First quarter 2025 earnings released: NT$0.30 loss per share (vs NT$1.00 loss in 1Q 2024)First quarter 2025 results: NT$0.30 loss per share (improved from NT$1.00 loss in 1Q 2024). Revenue: NT$2.29b (up 2.3% from 1Q 2024). Net loss: NT$43.4m (loss narrowed 70% from 1Q 2024). 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 3% per year, which means it has not declined as severely as earnings.공시 • May 01YFC-Boneagle Electric Co., Ltd. to Report Q1, 2025 Results on May 07, 2025YFC-Boneagle Electric Co., Ltd. announced that they will report Q1, 2025 results on May 07, 2025Buy Or Sell Opportunity • Apr 10Now 28% overvaluedOver the last 90 days, the stock has fallen 19% to NT$19.80. The fair value is estimated to be NT$15.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.8% over the last 3 years. Meanwhile, the company became loss making.New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.15b (US$95.3m) 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: Major Risks Debt is not well covered by operating cash flow (3.1% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 24% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$3.15b market cap, or US$95.3m).공시 • Mar 17YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 20, 2025YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 20, 2025. Location: 4 floor no,370, chung shan rd., sinwu district, taoyuan city TaiwanReported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$1.12 (vs NT$0.27 loss in 3Q 2023)Third quarter 2024 results: EPS: NT$1.12 (up from NT$0.27 loss in 3Q 2023). Revenue: NT$3.03b (up 14% from 3Q 2023). Net income: NT$164.7m (up NT$203.1m from 3Q 2023). Profit margin: 5.4% (up from net loss in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.공시 • Nov 02YFC-Boneagle Electric Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024YFC-Boneagle Electric Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: NT$0.47 (vs NT$0.76 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.47 (down from NT$0.76 in 2Q 2023). Revenue: NT$2.47b (down 9.6% from 2Q 2023). Net income: NT$69.0m (down 38% from 2Q 2023). Profit margin: 2.8% (down from 4.1% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.New Risk • Aug 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.27b (US$99.6m) 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: Major Risks Debt is not well covered by operating cash flow (5.2% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 14% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$3.27b market cap, or US$99.6m).공시 • Aug 02YFC-Boneagle Electric Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024YFC-Boneagle Electric Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024Upcoming Dividend • Jul 11Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 18 July 2024. Payment date: 20 August 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.4%).Declared Dividend • Jun 20Dividend of NT$0.80 announcedShareholders will receive a dividend of NT$0.80. Ex-date: 18th July 2024 Payment date: 20th August 2024 Dividend yield will be 3.3%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.0% per year over the past 9 years. However, payments have been volatile during that time.공시 • Jun 19YFC-Boneagle Electric Co., Ltd Approves the Dividend Distribution, Payable on August 20, 2024YFC-Boneagle Electric Co., Ltd. at its shareholders meeting held on June 18, 2024, approved the amount of dividend distribution of TWD 117,170,112, and pay TWD 0.80 per share. Ex-rights (Ex-dividend) record date is July 26, 2024 and Payment date of cash dividend distribution is August 20, 2024.Reported Earnings • May 21First quarter 2024 earnings released: NT$1.00 loss per share (vs NT$1.60 loss in 1Q 2023)First quarter 2024 results: NT$1.00 loss per share (improved from NT$1.60 loss in 1Q 2023). Revenue: NT$2.23b (up 14% from 1Q 2023). Net loss: NT$146.4m (loss narrowed 37% from 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공시 • May 02YFC-Boneagle Electric Co., Ltd. to Report Q1, 2024 Results on May 07, 2024YFC-Boneagle Electric Co., Ltd. announced that they will report Q1, 2024 results on May 07, 2024New Risk • Mar 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 10% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Dividend per share is over 5x cash flows per share. Earnings have declined by 6.3% per year over the past 5 years.공시 • Mar 16YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 18, 2024YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 18, 2024. Location: 4F., No. 370, Zhongshan Rd., Xinwu Dist., Taoyuan City 327, Taiwan (Xinwu Women Center) Taoayun Taiwan Agenda: To consider Overview of operation status and 2023 Business Report; To consider Audit Committees Review Report of 2023 Financial Statements; To consider The status of Distribution of Profits in Cash Dividends in 2023; To consider Report on the Cost-Benefit Analysis of acquisition of Monoprice Holdings.공시 • Nov 13YFC-Boneagle Electric Co., Ltd. Announces Appointment of Anderson Huang as Chief Information Security OfficerYFC-Boneagle Electric Co., Ltd. announced appointment of Anderson Huang/IT Director as Chief Information Security Officer. Type of change is New replacement. Effective date:2023/11/10.Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: NT$0.76 (vs NT$0.68 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.76 (up from NT$0.68 in 2Q 2022). Revenue: NT$2.73b (down 14% from 2Q 2022). Net income: NT$110.6m (up 24% from 2Q 2022). Profit margin: 4.1% (up from 2.8% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$23.85, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 21x in the Communications industry in Taiwan. Total returns to shareholders of 41% over the past three years.New Risk • Jul 10New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 51% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (51% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Shareholders have been diluted in the past year (9.8% increase in shares outstanding).Upcoming Dividend • Jul 03Upcoming dividend of NT$3.00 per share at 11% yieldEligible shareholders must have bought the stock before 10 July 2023. Payment date: 10 August 2023. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.2%).Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$8.30 (vs NT$0.44 in 3Q 2021)Third quarter 2022 results: EPS: NT$8.30 (up from NT$0.44 in 3Q 2021). Revenue: NT$3.17b (down 5.0% from 3Q 2021). Net income: NT$1.16b (up NT$1.10b from 3Q 2021). Profit margin: 36% (up from 1.7% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$8.30 (vs NT$0.44 in 3Q 2021)Third quarter 2022 results: EPS: NT$8.30 (up from NT$0.44 in 3Q 2021). Revenue: NT$3.17b (down 5.0% from 3Q 2021). Net income: NT$1.16b (up NT$1.10b from 3Q 2021). Profit margin: 36% (up from 1.7% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$28.00, the stock trades at a trailing P/E ratio of 35.8x. Average trailing P/E is 18x in the Communications industry in Taiwan. Total returns to shareholders of 12% over the past three years.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to NT$23.80, the stock trades at a trailing P/E ratio of 30.4x. Average trailing P/E is 18x in the Communications industry in Taiwan. Total loss to shareholders of 1.1% over the past three years.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$29.75, the stock trades at a trailing P/E ratio of 38x. Average trailing P/E is 18x in the Communications industry in Taiwan. Total returns to shareholders of 22% over the past three years.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$33.55, the stock trades at a trailing P/E ratio of 42.9x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 36% over the past three years.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.68 (vs NT$0.48 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.68 (up from NT$0.48 in 2Q 2021). Revenue: NT$3.16b (up 6.1% from 2Q 2021). Net income: NT$89.2m (up 40% from 2Q 2021). Profit margin: 2.8% (up from 2.1% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$28.50, the stock trades at a trailing P/E ratio of 48.4x. Average trailing P/E is 19x in the Communications industry in Taiwan. Total returns to shareholders of 12% over the past three years.Upcoming Dividend • Jul 04Upcoming dividend of NT$0.13 per shareEligible shareholders must have bought the stock before 11 July 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (6.7%). Lower than average of industry peers (3.4%).Reported Earnings • May 17First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: NT$0.15 loss per share (down from NT$0.026 profit in 1Q 2021). Revenue: NT$2.92b (up 10% from 1Q 2021). Net loss: NT$19.3m (down NT$22.7m from profit in 1Q 2021). Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) were also behind analyst expectations. 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 5% per year, which means it has not declined as severely as earnings.공시 • Apr 02YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 21, 2022YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 21, 2022.Reported Earnings • Apr 02Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$0.76 (down from NT$2.40 in FY 2020). Revenue: NT$12.4b (up 8.8% from FY 2020). Net income: NT$100.4m (down 67% from FY 2020). Profit margin: 0.8% (down from 2.7% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) also missed analyst estimates by 42%. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.44 (vs NT$1.30 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$3.34b (down 3.1% from 3Q 2020). Net income: NT$57.8m (down 65% from 3Q 2020). Profit margin: 1.7% (down from 4.8% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.48 (vs NT$0.85 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$2.98b (up 4.3% from 2Q 2020). Net income: NT$63.5m (down 40% from 2Q 2020). Profit margin: 2.1% (down from 3.7% 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 9% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Aug 05Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 12 August 2021. Payment date: 10 September 2021. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (2.9%).Reported Earnings • Jun 11First quarter 2021 earnings released: EPS NT$0.026 (vs NT$0.016 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: NT$2.65b (up 19% from 1Q 2020). Net income: NT$3.39m (up 70% from 1Q 2020). Profit margin: 0.1% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 16% per year.Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$0.03 (vs NT$0.016 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: NT$2.65b (up 19% from 1Q 2020). Net income: NT$3.39m (up 70% from 1Q 2020). Profit margin: 0.1% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 14% per year.Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$22.95, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total loss to shareholders of 26% over the past three years.Reported Earnings • Apr 02Full year 2020 earnings released: EPS NT$2.40 (vs NT$1.38 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$11.4b (down 1.2% from FY 2019). Net income: NT$304.8m (up 77% from FY 2019). Profit margin: 2.7% (up from 1.5% in FY 2019). 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 12% per year, which means it has not declined as severely as earnings.분석 기사 • Mar 31Should YFC-Boneagle Electric Co., Ltd. (GTSM:6220) Be Part Of Your Dividend Portfolio?Is YFC-Boneagle Electric Co., Ltd. ( GTSM:6220 ) a good dividend stock? How can we tell? Dividend paying companies with...Is New 90 Day High Low • Mar 11New 90-day high: NT$29.05The company is up 7.0% from its price of NT$27.10 on 11 December 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is up 2.0% over the same period.분석 기사 • Mar 02Shareholders Of YFC-Boneagle Electric (GTSM:6220) Must Be Happy With Their 130% Total ReturnThe main point of investing for the long term is to make money. But more than that, you probably want to see it rise...분석 기사 • Feb 11YFC-Boneagle Electric (GTSM:6220) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Jan 29New 90-day low: NT$24.40The company is down 2.0% from its price of NT$24.95 on 30 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 21% over the same period.분석 기사 • Jan 27We Like These Underlying Trends At YFC-Boneagle Electric (GTSM:6220)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...분석 기사 • Jan 12Taking A Look At YFC-Boneagle Electric Co., Ltd.'s (GTSM:6220) ROEMany investors are still learning about the various metrics that can be useful when analysing a stock. This article is...분석 기사 • Dec 28Is YFC-Boneagle Electric Co., Ltd.'s (GTSM:6220) 3.1% Dividend Worth Your Time?Today we'll take a closer look at YFC-Boneagle Electric Co., Ltd. ( GTSM:6220 ) from a dividend investor's perspective...분석 기사 • Dec 11Are YFC-Boneagle Electric's (GTSM:6220) Statutory Earnings A Good Guide To Its Underlying Profitability?As a general rule, we think profitable companies are less risky than companies that lose money. However, sometimes...분석 기사 • Nov 26Shareholders Of YFC-Boneagle Electric (GTSM:6220) Must Be Happy With Their 137% Total ReturnGenerally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$1.30The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$3.45b (down 1.7% from 3Q 2019). Net income: NT$164.7m (up 70% from 3Q 2019). Profit margin: 4.8% (up from 2.8% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.공시 • Sep 21YFC-Boneagle Electric Co., Ltd.(GTSM:6220) dropped from S&P Global BMI IndexYFC-Boneagle Electric Co., Ltd.(GTSM:6220) dropped from S&P Global BMI Index지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 6220 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: 6220 의 배당금 지급액은 지난 10 년 동안 감소했습니다.배당 수익률 vs 시장YFC-Boneagle Electric 배당 수익률 vs 시장6220의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (6220)2.3%시장 하위 25% (TW)1.5%시장 상위 25% (TW)5.1%업계 평균 (Communications)0.9%분석가 예측 (6220) (최대 3년)n/a주목할만한 배당금: 6220 의 배당금( 2.29% )은 TW 시장에서 배당금 지급자의 하위 25%( 1.48% )보다 높습니다.고배당: 6220 의 배당금( 2.29% )은 TW 시장에서 배당금 지급자의 상위 25%( 5.06% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 현재 지불 비율 ( 88.8% )에서 6220 의 지불은 수입으로 충당됩니다.주주 현금 배당현금 흐름 범위: 6220 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YTW 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 10:07종가2026/05/21 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 소스YFC-Boneagle Electric 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.분석가기관MingXiang ChangKGI Securities Co. Ltd.Liren LiangMasterlink Securities Investment Advisory
Upcoming Dividend • Jul 30Upcoming dividend of NT$0.70 per shareEligible shareholders must have bought the stock before 06 August 2025. Payment date: 05 September 2025. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.2%).
Upcoming Dividend • Jul 11Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 18 July 2024. Payment date: 20 August 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.4%).
Declared Dividend • Jun 20Dividend of NT$0.80 announcedShareholders will receive a dividend of NT$0.80. Ex-date: 18th July 2024 Payment date: 20th August 2024 Dividend yield will be 3.3%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.0% per year over the past 9 years. However, payments have been volatile during that time.
공시 • Jun 19YFC-Boneagle Electric Co., Ltd Approves the Dividend Distribution, Payable on August 20, 2024YFC-Boneagle Electric Co., Ltd. at its shareholders meeting held on June 18, 2024, approved the amount of dividend distribution of TWD 117,170,112, and pay TWD 0.80 per share. Ex-rights (Ex-dividend) record date is July 26, 2024 and Payment date of cash dividend distribution is August 20, 2024.
Upcoming Dividend • Jul 03Upcoming dividend of NT$3.00 per share at 11% yieldEligible shareholders must have bought the stock before 10 July 2023. Payment date: 10 August 2023. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.2%).
Upcoming Dividend • Jul 04Upcoming dividend of NT$0.13 per shareEligible shareholders must have bought the stock before 11 July 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (6.7%). Lower than average of industry peers (3.4%).
Reported Earnings • May 16First quarter 2026 earnings released: NT$0.32 loss per share (vs NT$0.30 loss in 1Q 2025)First quarter 2026 results: NT$0.32 loss per share (further deteriorated from NT$0.30 loss in 1Q 2025). Revenue: NT$2.11b (down 7.7% from 1Q 2025). Net loss: NT$46.5m (loss widened 7.2% from 1Q 2025). 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 3% per year.
공시 • Mar 16YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 09, 2026YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 09, 2026. Location: 4 floor no,370, chung shan rd., sinwu district, taoyuan city Taiwan
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: NT$0.81 (vs NT$0.93 in FY 2024)Full year 2025 results: EPS: NT$0.81 (down from NT$0.93 in FY 2024). Revenue: NT$8.36b (down 17% from FY 2024). Net income: NT$118.5m (down 13% from FY 2024). Profit margin: 1.4% (up from 1.3% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
공시 • Mar 06YFC-Boneagle Electric Co., Ltd. to Report Fiscal Year 2025 Results on Mar 13, 2026YFC-Boneagle Electric Co., Ltd. announced that they will report fiscal year 2025 results on Mar 13, 2026
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$36.90, the stock trades at a trailing P/E ratio of 47x. Average trailing P/E is 28x in the Communications industry in Taiwan. Total returns to shareholders of 58% over the past three years.
Board Change • Feb 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Hui-Mei Wen was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$25.25, the stock trades at a trailing P/E ratio of 32.2x. Average trailing P/E is 23x in the Communications industry in Taiwan. Total returns to shareholders of 14% over the past three years.
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: NT$0.84 (vs NT$1.12 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.84 (down from NT$1.12 in 3Q 2024). Revenue: NT$1.88b (down 38% from 3Q 2024). Net income: NT$122.5m (down 26% from 3Q 2024). Profit margin: 6.5% (up from 5.4% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 61% 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.
Reported Earnings • Aug 17Second quarter 2025 earnings released: NT$0.09 loss per share (vs NT$0.47 profit in 2Q 2024)Second quarter 2025 results: NT$0.09 loss per share (down from NT$0.47 profit in 2Q 2024). Revenue: NT$2.00b (down 19% from 2Q 2024). Net loss: NT$12.8m (down 119% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to NT$17.15, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total loss to shareholders of 30% over the past three years.
Upcoming Dividend • Jul 30Upcoming dividend of NT$0.70 per shareEligible shareholders must have bought the stock before 06 August 2025. Payment date: 05 September 2025. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Higher than average of industry peers (2.2%).
공시 • Jun 21+ 2 more updatesYfc-Boneagle Electric Co., Ltd. Announces Composition of the Audit CommitteeYFC-Boneagle Electric Co., Ltd. on June 20, 2025, the composition of the Audit Committee was changed due to the expiration of the term of its previous members. The outgoing members—Han-Tzong Lee, Chao-Ting Chen, and Tzeng-Show Ling—had each served as Independent Directors of YFC-Boneagle Electric Co., Ltd. during their tenure on the committee. Following the expiration of their term, new appointments were made. The newly appointed members of the Audit Committee are Chao-Ting Chen, who continues in his role as an Independent Director of YFC-Boneagle Electric Co., Ltd.; Hui-Mei Wen, Corporate Attorney at Prospect Hospitality Co., Ltd.; and Min-Jen Yuan, General Manager of Huaxin Tonglin Business Management Consulting Co., Ltd. The original term of the previous committee members spanned from June 21, 2022, to June 20, 2025. The new appointments became effective as of June 20, 2025.
Reported Earnings • May 15First quarter 2025 earnings released: NT$0.30 loss per share (vs NT$1.00 loss in 1Q 2024)First quarter 2025 results: NT$0.30 loss per share (improved from NT$1.00 loss in 1Q 2024). Revenue: NT$2.29b (up 2.3% from 1Q 2024). Net loss: NT$43.4m (loss narrowed 70% from 1Q 2024). 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 3% per year, which means it has not declined as severely as earnings.
공시 • May 01YFC-Boneagle Electric Co., Ltd. to Report Q1, 2025 Results on May 07, 2025YFC-Boneagle Electric Co., Ltd. announced that they will report Q1, 2025 results on May 07, 2025
Buy Or Sell Opportunity • Apr 10Now 28% overvaluedOver the last 90 days, the stock has fallen 19% to NT$19.80. The fair value is estimated to be NT$15.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.8% over the last 3 years. Meanwhile, the company became loss making.
New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.15b (US$95.3m) 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: Major Risks Debt is not well covered by operating cash flow (3.1% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 24% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$3.15b market cap, or US$95.3m).
공시 • Mar 17YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 20, 2025YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 20, 2025. Location: 4 floor no,370, chung shan rd., sinwu district, taoyuan city Taiwan
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$1.12 (vs NT$0.27 loss in 3Q 2023)Third quarter 2024 results: EPS: NT$1.12 (up from NT$0.27 loss in 3Q 2023). Revenue: NT$3.03b (up 14% from 3Q 2023). Net income: NT$164.7m (up NT$203.1m from 3Q 2023). Profit margin: 5.4% (up from net loss in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
공시 • Nov 02YFC-Boneagle Electric Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024YFC-Boneagle Electric Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024
Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: NT$0.47 (vs NT$0.76 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.47 (down from NT$0.76 in 2Q 2023). Revenue: NT$2.47b (down 9.6% from 2Q 2023). Net income: NT$69.0m (down 38% from 2Q 2023). Profit margin: 2.8% (down from 4.1% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
New Risk • Aug 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.27b (US$99.6m) 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: Major Risks Debt is not well covered by operating cash flow (5.2% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 14% per year over the past 5 years. Minor Risk Market cap is less than US$100m (NT$3.27b market cap, or US$99.6m).
공시 • Aug 02YFC-Boneagle Electric Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024YFC-Boneagle Electric Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024
Upcoming Dividend • Jul 11Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 18 July 2024. Payment date: 20 August 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (2.4%).
Declared Dividend • Jun 20Dividend of NT$0.80 announcedShareholders will receive a dividend of NT$0.80. Ex-date: 18th July 2024 Payment date: 20th August 2024 Dividend yield will be 3.3%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.0% per year over the past 9 years. However, payments have been volatile during that time.
공시 • Jun 19YFC-Boneagle Electric Co., Ltd Approves the Dividend Distribution, Payable on August 20, 2024YFC-Boneagle Electric Co., Ltd. at its shareholders meeting held on June 18, 2024, approved the amount of dividend distribution of TWD 117,170,112, and pay TWD 0.80 per share. Ex-rights (Ex-dividend) record date is July 26, 2024 and Payment date of cash dividend distribution is August 20, 2024.
Reported Earnings • May 21First quarter 2024 earnings released: NT$1.00 loss per share (vs NT$1.60 loss in 1Q 2023)First quarter 2024 results: NT$1.00 loss per share (improved from NT$1.60 loss in 1Q 2023). Revenue: NT$2.23b (up 14% from 1Q 2023). Net loss: NT$146.4m (loss narrowed 37% from 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공시 • May 02YFC-Boneagle Electric Co., Ltd. to Report Q1, 2024 Results on May 07, 2024YFC-Boneagle Electric Co., Ltd. announced that they will report Q1, 2024 results on May 07, 2024
New Risk • Mar 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 10% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Dividend per share is over 5x cash flows per share. Earnings have declined by 6.3% per year over the past 5 years.
공시 • Mar 16YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 18, 2024YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 18, 2024. Location: 4F., No. 370, Zhongshan Rd., Xinwu Dist., Taoyuan City 327, Taiwan (Xinwu Women Center) Taoayun Taiwan Agenda: To consider Overview of operation status and 2023 Business Report; To consider Audit Committees Review Report of 2023 Financial Statements; To consider The status of Distribution of Profits in Cash Dividends in 2023; To consider Report on the Cost-Benefit Analysis of acquisition of Monoprice Holdings.
공시 • Nov 13YFC-Boneagle Electric Co., Ltd. Announces Appointment of Anderson Huang as Chief Information Security OfficerYFC-Boneagle Electric Co., Ltd. announced appointment of Anderson Huang/IT Director as Chief Information Security Officer. Type of change is New replacement. Effective date:2023/11/10.
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: NT$0.76 (vs NT$0.68 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.76 (up from NT$0.68 in 2Q 2022). Revenue: NT$2.73b (down 14% from 2Q 2022). Net income: NT$110.6m (up 24% from 2Q 2022). Profit margin: 4.1% (up from 2.8% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$23.85, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 21x in the Communications industry in Taiwan. Total returns to shareholders of 41% over the past three years.
New Risk • Jul 10New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 51% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (51% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Shareholders have been diluted in the past year (9.8% increase in shares outstanding).
Upcoming Dividend • Jul 03Upcoming dividend of NT$3.00 per share at 11% yieldEligible shareholders must have bought the stock before 10 July 2023. Payment date: 10 August 2023. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (3.2%).
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: NT$8.30 (vs NT$0.44 in 3Q 2021)Third quarter 2022 results: EPS: NT$8.30 (up from NT$0.44 in 3Q 2021). Revenue: NT$3.17b (down 5.0% from 3Q 2021). Net income: NT$1.16b (up NT$1.10b from 3Q 2021). Profit margin: 36% (up from 1.7% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$8.30 (vs NT$0.44 in 3Q 2021)Third quarter 2022 results: EPS: NT$8.30 (up from NT$0.44 in 3Q 2021). Revenue: NT$3.17b (down 5.0% from 3Q 2021). Net income: NT$1.16b (up NT$1.10b from 3Q 2021). Profit margin: 36% (up from 1.7% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 20% share price gain to NT$28.00, the stock trades at a trailing P/E ratio of 35.8x. Average trailing P/E is 18x in the Communications industry in Taiwan. Total returns to shareholders of 12% over the past three years.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to NT$23.80, the stock trades at a trailing P/E ratio of 30.4x. Average trailing P/E is 18x in the Communications industry in Taiwan. Total loss to shareholders of 1.1% over the past three years.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$29.75, the stock trades at a trailing P/E ratio of 38x. Average trailing P/E is 18x in the Communications industry in Taiwan. Total returns to shareholders of 22% over the past three years.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$33.55, the stock trades at a trailing P/E ratio of 42.9x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total returns to shareholders of 36% over the past three years.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.68 (vs NT$0.48 in 2Q 2021)Second quarter 2022 results: EPS: NT$0.68 (up from NT$0.48 in 2Q 2021). Revenue: NT$3.16b (up 6.1% from 2Q 2021). Net income: NT$89.2m (up 40% from 2Q 2021). Profit margin: 2.8% (up from 2.1% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$28.50, the stock trades at a trailing P/E ratio of 48.4x. Average trailing P/E is 19x in the Communications industry in Taiwan. Total returns to shareholders of 12% over the past three years.
Upcoming Dividend • Jul 04Upcoming dividend of NT$0.13 per shareEligible shareholders must have bought the stock before 11 July 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Taiwanese dividend payers (6.7%). Lower than average of industry peers (3.4%).
Reported Earnings • May 17First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: NT$0.15 loss per share (down from NT$0.026 profit in 1Q 2021). Revenue: NT$2.92b (up 10% from 1Q 2021). Net loss: NT$19.3m (down NT$22.7m from profit in 1Q 2021). Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) were also behind analyst expectations. 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 5% per year, which means it has not declined as severely as earnings.
공시 • Apr 02YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 21, 2022YFC-Boneagle Electric Co., Ltd., Annual General Meeting, Jun 21, 2022.
Reported Earnings • Apr 02Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$0.76 (down from NT$2.40 in FY 2020). Revenue: NT$12.4b (up 8.8% from FY 2020). Net income: NT$100.4m (down 67% from FY 2020). Profit margin: 0.8% (down from 2.7% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) also missed analyst estimates by 42%. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS NT$0.44 (vs NT$1.30 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$3.34b (down 3.1% from 3Q 2020). Net income: NT$57.8m (down 65% from 3Q 2020). Profit margin: 1.7% (down from 4.8% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$0.48 (vs NT$0.85 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$2.98b (up 4.3% from 2Q 2020). Net income: NT$63.5m (down 40% from 2Q 2020). Profit margin: 2.1% (down from 3.7% 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 9% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Aug 05Upcoming dividend of NT$1.00 per shareEligible shareholders must have bought the stock before 12 August 2021. Payment date: 10 September 2021. Trailing yield: 3.7%. Lower than top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (2.9%).
Reported Earnings • Jun 11First quarter 2021 earnings released: EPS NT$0.026 (vs NT$0.016 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: NT$2.65b (up 19% from 1Q 2020). Net income: NT$3.39m (up 70% from 1Q 2020). Profit margin: 0.1% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 16% per year.
Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$0.03 (vs NT$0.016 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: NT$2.65b (up 19% from 1Q 2020). Net income: NT$3.39m (up 70% from 1Q 2020). Profit margin: 0.1% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 14% per year.
Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$22.95, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 20x in the Communications industry in Taiwan. Total loss to shareholders of 26% over the past three years.
Reported Earnings • Apr 02Full year 2020 earnings released: EPS NT$2.40 (vs NT$1.38 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: NT$11.4b (down 1.2% from FY 2019). Net income: NT$304.8m (up 77% from FY 2019). Profit margin: 2.7% (up from 1.5% in FY 2019). 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 12% per year, which means it has not declined as severely as earnings.
분석 기사 • Mar 31Should YFC-Boneagle Electric Co., Ltd. (GTSM:6220) Be Part Of Your Dividend Portfolio?Is YFC-Boneagle Electric Co., Ltd. ( GTSM:6220 ) a good dividend stock? How can we tell? Dividend paying companies with...
Is New 90 Day High Low • Mar 11New 90-day high: NT$29.05The company is up 7.0% from its price of NT$27.10 on 11 December 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is up 2.0% over the same period.
분석 기사 • Mar 02Shareholders Of YFC-Boneagle Electric (GTSM:6220) Must Be Happy With Their 130% Total ReturnThe main point of investing for the long term is to make money. But more than that, you probably want to see it rise...
분석 기사 • Feb 11YFC-Boneagle Electric (GTSM:6220) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Jan 29New 90-day low: NT$24.40The company is down 2.0% from its price of NT$24.95 on 30 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 21% over the same period.
분석 기사 • Jan 27We Like These Underlying Trends At YFC-Boneagle Electric (GTSM:6220)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
분석 기사 • Jan 12Taking A Look At YFC-Boneagle Electric Co., Ltd.'s (GTSM:6220) ROEMany investors are still learning about the various metrics that can be useful when analysing a stock. This article is...
분석 기사 • Dec 28Is YFC-Boneagle Electric Co., Ltd.'s (GTSM:6220) 3.1% Dividend Worth Your Time?Today we'll take a closer look at YFC-Boneagle Electric Co., Ltd. ( GTSM:6220 ) from a dividend investor's perspective...
분석 기사 • Dec 11Are YFC-Boneagle Electric's (GTSM:6220) Statutory Earnings A Good Guide To Its Underlying Profitability?As a general rule, we think profitable companies are less risky than companies that lose money. However, sometimes...
분석 기사 • Nov 26Shareholders Of YFC-Boneagle Electric (GTSM:6220) Must Be Happy With Their 137% Total ReturnGenerally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$1.30The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$3.45b (down 1.7% from 3Q 2019). Net income: NT$164.7m (up 70% from 3Q 2019). Profit margin: 4.8% (up from 2.8% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
공시 • Sep 21YFC-Boneagle Electric Co., Ltd.(GTSM:6220) dropped from S&P Global BMI IndexYFC-Boneagle Electric Co., Ltd.(GTSM:6220) dropped from S&P Global BMI Index