View Future GrowthFranbo Lines 과거 순이익 실적과거 기준 점검 4/6Franbo Lines은 연평균 8%의 비율로 수입이 증가해 온 반면, Shipping 산업은 수입이 10.1% 감소했습니다. 매출은 연평균 16.7%의 비율로 증가했습니다. Franbo Lines의 자기자본이익률은 9.2%이고 순이익률은 32.1%입니다.핵심 정보8.03%순이익 성장률-4.82%주당순이익(EPS) 성장률Shipping 산업 성장률33.13%매출 성장률16.68%자기자본이익률9.19%순이익률32.10%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 15First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: NT$0.71 (up from NT$0.28 in 1Q 2025). Revenue: NT$606.5m (up 20% from 1Q 2025). Net income: NT$234.3m (up 166% from 1Q 2025). Profit margin: 39% (up from 17% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to stay flat during the next 2 years compared to a 2.4% growth forecast for the Shipping 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.Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$2.01 (vs NT$1.92 in FY 2024)Full year 2025 results: EPS: NT$2.01 (up from NT$1.92 in FY 2024). Revenue: NT$2.37b (up 43% from FY 2024). Net income: NT$646.1m (up 11% from FY 2024). Profit margin: 27% (down from 35% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 2 years, compared to a 3.9% decline forecast for the Shipping industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 42% 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 • Nov 11Third quarter 2025 earnings released: EPS: NT$0.62 (vs NT$0.60 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.62 (up from NT$0.60 in 3Q 2024). Revenue: NT$714.7m (up 68% from 3Q 2024). Net income: NT$201.8m (up 7.8% from 3Q 2024). Profit margin: 28% (down from 44% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: NT$0.64 (vs NT$0.39 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.64 (up from NT$0.39 in 2Q 2024). Revenue: NT$550.1m (up 40% from 2Q 2024). Net income: NT$205.1m (up 75% from 2Q 2024). Profit margin: 37% (up from 30% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.28 (vs NT$0.52 in 1Q 2024)First quarter 2025 results: EPS: NT$0.28 (down from NT$0.52 in 1Q 2024). Revenue: NT$505.6m (up 30% from 1Q 2024). Net income: NT$88.1m (down 43% from 1Q 2024). Profit margin: 17% (down from 39% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.공시 • May 01Franbo Lines Corp. to Report Q1, 2025 Results on May 08, 2025Franbo Lines Corp. announced that they will report Q1, 2025 results on May 08, 2025모든 업데이트 보기Recent updatesNew Risk • Jun 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 14% per year for the foreseeable future. Minor Risks High level of debt (43% net debt to equity). Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.Upcoming Dividend • Jun 16Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 17 July 2026. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Taiwanese dividend payers (4.8%). Lower than average of industry peers (5.5%).New Risk • May 26New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% 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: Major Risk Earnings are forecast to decline by an average of 17% per year for the foreseeable future. Minor Risks High level of debt (45% net debt to equity). Paying a dividend despite having no free cash flows.Reported Earnings • May 15First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: NT$0.71 (up from NT$0.28 in 1Q 2025). Revenue: NT$606.5m (up 20% from 1Q 2025). Net income: NT$234.3m (up 166% from 1Q 2025). Profit margin: 39% (up from 17% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to stay flat during the next 2 years compared to a 2.4% growth forecast for the Shipping 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.Declared Dividend • May 08Dividend of NT$0.50 announcedShareholders will receive a dividend of NT$0.50. Ex-date: 23rd June 2026 Payment date: 17th July 2026 Dividend yield will be 2.7%, which is lower than the industry average of 32%. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 11% over the next 2 years. However, it would need to fall by 72% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$2.01 (vs NT$1.92 in FY 2024)Full year 2025 results: EPS: NT$2.01 (up from NT$1.92 in FY 2024). Revenue: NT$2.37b (up 43% from FY 2024). Net income: NT$646.1m (up 11% from FY 2024). Profit margin: 27% (down from 35% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 2 years, compared to a 3.9% decline forecast for the Shipping industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 42% 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.공시 • Mar 06Franbo Lines Corp., Annual General Meeting, May 27, 2026Franbo Lines Corp., Annual General Meeting, May 27, 2026. Location: 3 floor no,31, hai pien rd., lingya district, kaohsiung city TaiwanNew Risk • Dec 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.1% per year for the foreseeable future. High level of non-cash earnings (39% accrual ratio). Minor Risks High level of debt (59% net debt to equity). Paying a dividend despite having no free cash flows.New Risk • Nov 11New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 40% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (40% accrual ratio). Minor Risks High level of debt (54% net debt to equity). Paying a dividend despite having no free cash flows.Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$0.62 (vs NT$0.60 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.62 (up from NT$0.60 in 3Q 2024). Revenue: NT$714.7m (up 68% from 3Q 2024). Net income: NT$201.8m (up 7.8% from 3Q 2024). Profit margin: 28% (down from 44% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: NT$0.64 (vs NT$0.39 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.64 (up from NT$0.39 in 2Q 2024). Revenue: NT$550.1m (up 40% from 2Q 2024). Net income: NT$205.1m (up 75% from 2Q 2024). Profit margin: 37% (up from 30% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% 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.Upcoming Dividend • Jun 20Upcoming dividend of NT$0.49 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 17 July 2025. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (10%).New Risk • May 17New 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 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (46% accrual ratio). Minor Risks High level of debt (61% net debt to equity). Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.7% average weekly change).Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.28 (vs NT$0.52 in 1Q 2024)First quarter 2025 results: EPS: NT$0.28 (down from NT$0.52 in 1Q 2024). Revenue: NT$505.6m (up 30% from 1Q 2024). Net income: NT$88.1m (down 43% from 1Q 2024). Profit margin: 17% (down from 39% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Declared Dividend • May 10Dividend increased to NT$0.50Dividend of NT$0.50 is 3.8% higher than last year. Ex-date: 27th June 2025 Payment date: 17th July 2025 Dividend yield will be 2.5%, which is lower than the industry average of 32%. Sustainability & Growth Dividend is covered by earnings (26% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • May 01Franbo Lines Corp. to Report Q1, 2025 Results on May 08, 2025Franbo Lines Corp. announced that they will report Q1, 2025 results on May 08, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$18.05, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 8x in the Shipping industry in Taiwan. Total loss to shareholders of 13% over the past three years.New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (31% accrual ratio). Minor Risks High level of debt (42% net debt to equity). Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change).Reported Earnings • Mar 23Full year 2024 earnings released: EPS: NT$1.92 (vs NT$1.69 in FY 2023)Full year 2024 results: EPS: NT$1.92 (up from NT$1.69 in FY 2023). Revenue: NT$1.65b (up 24% from FY 2023). Net income: NT$584.9m (up 38% from FY 2023). Profit margin: 35% (up from 32% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% 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 • Mar 12Franbo Lines Corp., Annual General Meeting, Jun 05, 2025Franbo Lines Corp., Annual General Meeting, Jun 05, 2025. Location: 3 floor no,31, hai pien rd., lingya district, kaohsiung city Taiwan공시 • Mar 04Franbo Lines Corp. to Report Q4, 2024 Results on Mar 11, 2025Franbo Lines Corp. announced that they will report Q4, 2024 results on Mar 11, 2025Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$0.60 (vs NT$0.67 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.60. Revenue: NT$426.1m (up 22% from 3Q 2023). Net income: NT$187.1m (up 14% from 3Q 2023). Profit margin: 44% (down from 47% in 3Q 2023). The decrease in margin was driven by higher expenses.공시 • Oct 31Franbo Lines Corp. to Report Q4, 2024 Results on Nov 06, 2024Franbo Lines Corp. announced that they will report Q4, 2024 results on Nov 06, 2024Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.39 (vs NT$0.13 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.39 (up from NT$0.13 in 2Q 2023). Revenue: NT$393.9m (up 18% from 2Q 2023). Net income: NT$117.1m (up 265% from 2Q 2023). Profit margin: 30% (up from 9.6% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공시 • Jul 31Franbo Lines Corp. to Report Q2, 2024 Results on Aug 07, 2024Franbo Lines Corp. announced that they will report Q2, 2024 results on Aug 07, 2024Upcoming Dividend • Jun 18Upcoming dividend of NT$0.48 per shareEligible shareholders must have bought the stock before 25 June 2024. Payment date: 18 July 2024. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (3.6%).Reported Earnings • Mar 13Full year 2023 earnings released: EPS: NT$1.69 (vs NT$6.23 in FY 2022)Full year 2023 results: EPS: NT$1.69 (down from NT$6.23 in FY 2022). Revenue: NT$1.34b (down 8.8% from FY 2022). Net income: NT$424.4m (down 67% from FY 2022). Profit margin: 32% (down from 87% in FY 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.공시 • Mar 09Franbo Lines Corp. Announces Correction on Retained Earnings Cash Distribution for the Year 2023Franbo Lines Corp. announced correction in Board Meeting Resolution on retained earnings distribution. Date of the board of directors resolution: March 7, 2024. Year or quarter which dividends belong to: Year. Period which dividends belong to:2023. Appropriations of earnings in cash dividends to shareholders TWD 0.5 per share. Cash dividends distributed from legal reserve and capital reserve to shareholders (TWD per share):148,786,175. Total amount of cash dividends to shareholders (TWD):0.공시 • Mar 08Franbo Lines Corp., Annual General Meeting, May 30, 2024Franbo Lines Corp., Annual General Meeting, May 30, 2024. Location: 3F, No.31, Haibian Rd., Lingya Dist., Kaohsiung 802, Taiwan Kaohsiung Taiwan Agenda: To discuss report the business of 2023; to discuss Audit Committee Review Report; to discuss report 2023 employees profit sharing bonus and directors compensation; to discuss report 2023 receive directors compensation; to discuss 2023 Annual earnings distribution cash dividend distribution report; to discuss the company's capital loan and situation Report; and to discuss other matters.New Risk • Dec 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 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.9% average weekly change). Shareholders have been diluted in the past year (13% increase in shares outstanding).Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$20.10, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 10x in the Shipping industry in Taiwan. Total returns to shareholders of 186% over the past three years.Buying Opportunity • Oct 31Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.0%. The fair value is estimated to be NT$20.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 70%.New Risk • Oct 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 13% 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 Risk High level of non-cash earnings (34% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (13% increase in shares outstanding).Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$18.30, the stock trades at a trailing P/E ratio of 4.8x. Average trailing P/E is 10x in the Shipping industry in Taiwan. Total returns to shareholders of 186% over the past three years.Buying Opportunity • Aug 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be NT$19.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 70%.Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$0.13 (vs NT$1.13 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.13 (down from NT$1.13 in 2Q 2022). Revenue: NT$335.0m (down 16% from 2Q 2022). Net income: NT$32.1m (down 85% from 2Q 2022). Profit margin: 9.6% (down from 53% in 2Q 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.공시 • Jun 02+ 1 more updateFranbo Lines Corp. Appoints Yan,Shu-Yang as Member of Remuneration CommitteeFranbo Lines Corp. at its AGM held on June 1, 2023, announced Name of the new position holder: Yan,shu-yang new member of Remuneration committee, effective June 1, 2023. Resume of the new position holder: Asian Pacific int'l patent&trademark office: Yan,shu-yang/Presiding lawyer.Upcoming Dividend • Mar 23Upcoming dividend of NT$1.50 per share at 7.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 April 2023. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 7.2%. Within top quartile of Taiwanese dividend payers (6.0%). Lower than average of industry peers (28%).Reported Earnings • Mar 19Full year 2022 earnings released: EPS: NT$6.23 (vs NT$2.24 in FY 2021)Full year 2022 results: EPS: NT$6.23 (up from NT$2.24 in FY 2021). Revenue: NT$1.47b (up 20% from FY 2021). Net income: NT$1.28b (up 241% from FY 2021). Profit margin: 87% (up from 31% in FY 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 63% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$1.66 (vs NT$0.66 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.66 (up from NT$0.66 in 3Q 2021). Revenue: NT$386.3m (up 4.3% from 3Q 2021). Net income: NT$339.6m (up 190% from 3Q 2021). Profit margin: 88% (up from 32% in 3Q 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$17.50, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 5x in the Shipping industry in Taiwan. Total returns to shareholders of 170% over the past three years.공시 • Nov 05Franbo Lines Corp. Appoints Wilson Lin as Company SecretaryFranbo Lines Corp. announced appointment of Wilson Lin, CFO of Franbo as Company Secretary, effective date is November 4, 2022.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$15.60, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 5x in the Shipping industry in Taiwan. Total returns to shareholders of 131% over the past three years.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$1.13 (vs NT$0.48 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.13 (up from NT$0.48 in 2Q 2021). Revenue: NT$400.6m (up 36% from 2Q 2021). Net income: NT$212.8m (up 191% from 2Q 2021). Profit margin: 53% (up from 25% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$1.13 (vs NT$0.48 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.13 (up from NT$0.48 in 2Q 2021). Revenue: NT$400.6m (up 36% from 2Q 2021). Net income: NT$212.8m (up 191% from 2Q 2021). Profit margin: 53% (up from 25% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$21.85, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 8x in the Shipping industry in Taiwan. Total returns to shareholders of 215% over the past three years.Upcoming Dividend • Jun 13Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 20 June 2022. Payment date: 08 July 2022. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (6.0%). Lower than average of industry peers (12%).Reported Earnings • May 14First quarter 2022 earnings released: EPS: NT$1.35 (vs NT$0.18 in 1Q 2021)First quarter 2022 results: EPS: NT$1.35 (up from NT$0.18 in 1Q 2021). Revenue: NT$371.5m (up 92% from 1Q 2021). Net income: NT$253.9m (up NT$226.9m from 1Q 2021). Profit margin: 68% (up from 14% in 1Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$27.70, the stock trades at a trailing P/E ratio of 22x. Average trailing P/E is 13x in the Shipping industry in Taiwan. Total returns to shareholders of 210% over the past three years.Valuation Update With 7 Day Price Move • Oct 07Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$26.85, the stock trades at a trailing P/E ratio of 34x. Average trailing P/E is 20x in the Shipping industry in Taiwan. Total returns to shareholders of 327% over the past three years.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 25% share price gain to NT$33.05, the stock trades at a trailing P/E ratio of 33.9x. Average trailing P/E is 26x in the Shipping industry in Taiwan. Total returns to shareholders of 299% over the past three years.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$0.48 (vs NT$0.14 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$295.0m (up 53% from 2Q 2020). Net income: NT$73.1m (up 249% from 2Q 2020). Profit margin: 25% (up from 11% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$41.35, the stock trades at a trailing P/E ratio of 65.2x. Average trailing P/E is 40x in the Shipping industry in Taiwan. Total returns to shareholders of 369% over the past three years.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improved over the past weekAfter last week's 33% share price gain to NT$28.20, the stock trades at a trailing P/E ratio of 44.4x. Average trailing P/E is 31x in the Shipping industry in Taiwan. Total returns to shareholders of 201% over the past three years.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$19.70, the stock trades at a trailing P/E ratio of 31x. Average trailing P/E is 31x in the Shipping industry in Taiwan. Total returns to shareholders of 100% over the past three years.Reported Earnings • May 11First quarter 2021 earnings released: EPS NT$0.18 (vs NT$0.17 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$194.0m (up 1.1% from 1Q 2020). Net income: NT$27.0m (up 6.2% from 1Q 2020). Profit margin: 14% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 10Investor sentiment improved over the past weekAfter last week's 22% share price gain to NT$23.25, the stock trades at a trailing P/E ratio of 37.3x. Average trailing P/E is 34x in the Shipping industry in Taiwan. Total returns to shareholders of 166% over the past three years.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$15.75, the stock trades at a trailing P/E ratio of 25.3x. Average trailing P/E is 23x in the Shipping industry in Taiwan. Total returns to shareholders of 116% over the past three years.Reported Earnings • Mar 25Full year 2020 earnings released: EPS NT$0.62 (vs NT$0.53 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$747.5m (down 5.1% from FY 2019). Net income: NT$95.2m (up 18% from FY 2019). Profit margin: 13% (up from 10% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$13.50, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 19x in the Shipping industry in Taiwan. Total returns to shareholders of 83% over the past three years.분석 기사 • Mar 12Can Franbo Lines Corp. (GTSM:2641) Maintain Its Strong Returns?Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...공시 • Mar 10Franbo Lines Corp., Annual General Meeting, May 28, 2021Franbo Lines Corp., Annual General Meeting, May 28, 2021.분석 기사 • Feb 19We Like These Underlying Trends At Franbo Lines (GTSM:2641)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$11.90, the stock is trading at a trailing P/E ratio of 18x, up from the previous P/E ratio of 15.5x. This compares to an average P/E of 17x in the Shipping industry in Taiwan. Total returns to shareholders over the past three years are 48%.분석 기사 • Feb 01Is Franbo Lines (GTSM:2641) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Jan 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$10.05, the stock is trading at a trailing P/E ratio of 15.2x, down from the previous P/E ratio of 18x. This compares to an average P/E of 16x in the Shipping industry in Taiwan. Total returns to shareholders over the past three years are 14%.분석 기사 • Jan 14We're Not Counting On Franbo Lines (GTSM:2641) To Sustain Its Statutory ProfitabilityAs a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 24% share price gain to NT$12.30, the stock is trading at a trailing P/E ratio of 18.6x, up from the previous P/E ratio of 14.9x. This compares to an average P/E of 18x in the Shipping industry in Taiwan. Total returns to shareholders over the past three years are 40%.분석 기사 • Dec 27Franbo Lines (GTSM:2641) Shareholders Booked A 59% Gain In The Last YearPassive investing in index funds can generate returns that roughly match the overall market. But you can significantly...Is New 90 Day High Low • Dec 25New 90-day high: NT$11.20The company is up 46% from its price of NT$7.66 on 25 September 2020. The Taiwanese market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Shipping industry, which is up 82% over the same period.Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$11.20, the stock is trading at a trailing P/E ratio of 16.9x, up from the previous P/E ratio of 14.5x. This compares to an average P/E of 18x in the Shipping industry in Taiwan. Total returns to shareholders over the past three years are 27%.Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$10.55, the stock is trading at a trailing P/E ratio of 15.9x, up from the previous P/E ratio of 13.4x. This compares to an average P/E of 17x in the Shipping industry in Taiwan. Total returns to shareholders over the past three years are 20%.Is New 90 Day High Low • Dec 09New 90-day high: NT$9.22The company is up 15% from its price of NT$8.01 on 11 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Shipping industry, which is up 39% over the same period.분석 기사 • Dec 09Should You Be Excited About Franbo Lines Corp.'s (GTSM:2641) 6.4% Return On Equity?Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...분석 기사 • Nov 18Will Franbo Lines' (GTSM:2641) Growth In ROCE Persist?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Reported Earnings • Nov 09Third quarter 2020 earnings released: EPS NT$0.19The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$193.0m (up 2.1% from 3Q 2019). Net income: NT$28.4m (up 61% from 3Q 2019). Profit margin: 15% (up from 9.4% in 3Q 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.매출 및 비용 세부 내역Franbo Lines가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TPEX:2641 매출, 비용 및 순이익 (TWD Millions)날짜매출순이익일반관리비연구개발비31 Mar 262,469792127031 Dec 252,368646134030 Sep 252,215623121030 Jun 251,926608108031 Mar 251,770520105031 Dec 241,65458586030 Sep 241,60660993030 Jun 241,52958696031 Mar 241,47150195031 Dec 231,33842498030 Sep 231,250747113030 Jun 231,287922129031 Mar 231,3521,102131031 Dec 221,4671,280134030 Sep 221,525964113030 Jun 221,509742104031 Mar 221,40460299031 Dec 211,22637591030 Sep 211,02923876030 Jun 2185214964031 Mar 217509759031 Dec 207489554030 Sep 2078210162030 Jun 207789055031 Mar 207858854031 Dec 197878154030 Sep 197887558030 Jun 198158757031 Mar 198268458031 Dec 187959258030 Sep 18754-41760030 Jun 18732-44060031 Mar 18711-45460031 Dec 17740-49259030 Sep 177821051030 Jun 17804652031 Mar 17819252031 Dec 16803055030 Sep 167722655030 Jun 167372454031 Mar 167174053031 Dec 157255651030 Sep 1575035560양질의 수익: 2641는 NT$169.2M 규모의 큰 일회성 이익이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.이익 마진 증가: 2641의 현재 순 이익률 (32.1%)은 지난해 (29.4%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 2641의 수익은 지난 5년 동안 연평균 8% 증가했습니다.성장 가속화: 지난 1년간 2641 의 수익 증가율(52.4%)은 연간 평균(8%)을 초과합니다.수익 대 산업: 2641의 지난 1년 수익 증가율(52.4%)은 Shipping 업계의 14.3%를 상회했습니다.자기자본이익률높은 ROE: 2641의 자본 수익률(9.2%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTransportation 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/30 23:52종가2026/06/30 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Franbo Lines Corp.는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yayue HsuehCapital Securities Corporation
Reported Earnings • May 15First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: NT$0.71 (up from NT$0.28 in 1Q 2025). Revenue: NT$606.5m (up 20% from 1Q 2025). Net income: NT$234.3m (up 166% from 1Q 2025). Profit margin: 39% (up from 17% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to stay flat during the next 2 years compared to a 2.4% growth forecast for the Shipping 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.
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$2.01 (vs NT$1.92 in FY 2024)Full year 2025 results: EPS: NT$2.01 (up from NT$1.92 in FY 2024). Revenue: NT$2.37b (up 43% from FY 2024). Net income: NT$646.1m (up 11% from FY 2024). Profit margin: 27% (down from 35% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 2 years, compared to a 3.9% decline forecast for the Shipping industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 42% 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 • Nov 11Third quarter 2025 earnings released: EPS: NT$0.62 (vs NT$0.60 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.62 (up from NT$0.60 in 3Q 2024). Revenue: NT$714.7m (up 68% from 3Q 2024). Net income: NT$201.8m (up 7.8% from 3Q 2024). Profit margin: 28% (down from 44% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: NT$0.64 (vs NT$0.39 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.64 (up from NT$0.39 in 2Q 2024). Revenue: NT$550.1m (up 40% from 2Q 2024). Net income: NT$205.1m (up 75% from 2Q 2024). Profit margin: 37% (up from 30% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.28 (vs NT$0.52 in 1Q 2024)First quarter 2025 results: EPS: NT$0.28 (down from NT$0.52 in 1Q 2024). Revenue: NT$505.6m (up 30% from 1Q 2024). Net income: NT$88.1m (down 43% from 1Q 2024). Profit margin: 17% (down from 39% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
공시 • May 01Franbo Lines Corp. to Report Q1, 2025 Results on May 08, 2025Franbo Lines Corp. announced that they will report Q1, 2025 results on May 08, 2025
New Risk • Jun 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 14% per year for the foreseeable future. Minor Risks High level of debt (43% net debt to equity). Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
Upcoming Dividend • Jun 16Upcoming dividend of NT$0.50 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 17 July 2026. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Taiwanese dividend payers (4.8%). Lower than average of industry peers (5.5%).
New Risk • May 26New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% 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: Major Risk Earnings are forecast to decline by an average of 17% per year for the foreseeable future. Minor Risks High level of debt (45% net debt to equity). Paying a dividend despite having no free cash flows.
Reported Earnings • May 15First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: NT$0.71 (up from NT$0.28 in 1Q 2025). Revenue: NT$606.5m (up 20% from 1Q 2025). Net income: NT$234.3m (up 166% from 1Q 2025). Profit margin: 39% (up from 17% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to stay flat during the next 2 years compared to a 2.4% growth forecast for the Shipping 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.
Declared Dividend • May 08Dividend of NT$0.50 announcedShareholders will receive a dividend of NT$0.50. Ex-date: 23rd June 2026 Payment date: 17th July 2026 Dividend yield will be 2.7%, which is lower than the industry average of 32%. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 11% over the next 2 years. However, it would need to fall by 72% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$2.01 (vs NT$1.92 in FY 2024)Full year 2025 results: EPS: NT$2.01 (up from NT$1.92 in FY 2024). Revenue: NT$2.37b (up 43% from FY 2024). Net income: NT$646.1m (up 11% from FY 2024). Profit margin: 27% (down from 35% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 2 years, compared to a 3.9% decline forecast for the Shipping industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 42% 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.
공시 • Mar 06Franbo Lines Corp., Annual General Meeting, May 27, 2026Franbo Lines Corp., Annual General Meeting, May 27, 2026. Location: 3 floor no,31, hai pien rd., lingya district, kaohsiung city Taiwan
New Risk • Dec 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.1% per year for the foreseeable future. High level of non-cash earnings (39% accrual ratio). Minor Risks High level of debt (59% net debt to equity). Paying a dividend despite having no free cash flows.
New Risk • Nov 11New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 40% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (40% accrual ratio). Minor Risks High level of debt (54% net debt to equity). Paying a dividend despite having no free cash flows.
Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: NT$0.62 (vs NT$0.60 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.62 (up from NT$0.60 in 3Q 2024). Revenue: NT$714.7m (up 68% from 3Q 2024). Net income: NT$201.8m (up 7.8% from 3Q 2024). Profit margin: 28% (down from 44% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: NT$0.64 (vs NT$0.39 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.64 (up from NT$0.39 in 2Q 2024). Revenue: NT$550.1m (up 40% from 2Q 2024). Net income: NT$205.1m (up 75% from 2Q 2024). Profit margin: 37% (up from 30% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% 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.
Upcoming Dividend • Jun 20Upcoming dividend of NT$0.49 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 17 July 2025. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (5.2%). Lower than average of industry peers (10%).
New Risk • May 17New 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 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (46% accrual ratio). Minor Risks High level of debt (61% net debt to equity). Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.7% average weekly change).
Reported Earnings • May 15First quarter 2025 earnings released: EPS: NT$0.28 (vs NT$0.52 in 1Q 2024)First quarter 2025 results: EPS: NT$0.28 (down from NT$0.52 in 1Q 2024). Revenue: NT$505.6m (up 30% from 1Q 2024). Net income: NT$88.1m (down 43% from 1Q 2024). Profit margin: 17% (down from 39% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Declared Dividend • May 10Dividend increased to NT$0.50Dividend of NT$0.50 is 3.8% higher than last year. Ex-date: 27th June 2025 Payment date: 17th July 2025 Dividend yield will be 2.5%, which is lower than the industry average of 32%. Sustainability & Growth Dividend is covered by earnings (26% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • May 01Franbo Lines Corp. to Report Q1, 2025 Results on May 08, 2025Franbo Lines Corp. announced that they will report Q1, 2025 results on May 08, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$18.05, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 8x in the Shipping industry in Taiwan. Total loss to shareholders of 13% over the past three years.
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (31% accrual ratio). Minor Risks High level of debt (42% net debt to equity). Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change).
Reported Earnings • Mar 23Full year 2024 earnings released: EPS: NT$1.92 (vs NT$1.69 in FY 2023)Full year 2024 results: EPS: NT$1.92 (up from NT$1.69 in FY 2023). Revenue: NT$1.65b (up 24% from FY 2023). Net income: NT$584.9m (up 38% from FY 2023). Profit margin: 35% (up from 32% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% 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 • Mar 12Franbo Lines Corp., Annual General Meeting, Jun 05, 2025Franbo Lines Corp., Annual General Meeting, Jun 05, 2025. Location: 3 floor no,31, hai pien rd., lingya district, kaohsiung city Taiwan
공시 • Mar 04Franbo Lines Corp. to Report Q4, 2024 Results on Mar 11, 2025Franbo Lines Corp. announced that they will report Q4, 2024 results on Mar 11, 2025
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$0.60 (vs NT$0.67 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.60. Revenue: NT$426.1m (up 22% from 3Q 2023). Net income: NT$187.1m (up 14% from 3Q 2023). Profit margin: 44% (down from 47% in 3Q 2023). The decrease in margin was driven by higher expenses.
공시 • Oct 31Franbo Lines Corp. to Report Q4, 2024 Results on Nov 06, 2024Franbo Lines Corp. announced that they will report Q4, 2024 results on Nov 06, 2024
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.39 (vs NT$0.13 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.39 (up from NT$0.13 in 2Q 2023). Revenue: NT$393.9m (up 18% from 2Q 2023). Net income: NT$117.1m (up 265% from 2Q 2023). Profit margin: 30% (up from 9.6% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공시 • Jul 31Franbo Lines Corp. to Report Q2, 2024 Results on Aug 07, 2024Franbo Lines Corp. announced that they will report Q2, 2024 results on Aug 07, 2024
Upcoming Dividend • Jun 18Upcoming dividend of NT$0.48 per shareEligible shareholders must have bought the stock before 25 June 2024. Payment date: 18 July 2024. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (3.6%).
Reported Earnings • Mar 13Full year 2023 earnings released: EPS: NT$1.69 (vs NT$6.23 in FY 2022)Full year 2023 results: EPS: NT$1.69 (down from NT$6.23 in FY 2022). Revenue: NT$1.34b (down 8.8% from FY 2022). Net income: NT$424.4m (down 67% from FY 2022). Profit margin: 32% (down from 87% in FY 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
공시 • Mar 09Franbo Lines Corp. Announces Correction on Retained Earnings Cash Distribution for the Year 2023Franbo Lines Corp. announced correction in Board Meeting Resolution on retained earnings distribution. Date of the board of directors resolution: March 7, 2024. Year or quarter which dividends belong to: Year. Period which dividends belong to:2023. Appropriations of earnings in cash dividends to shareholders TWD 0.5 per share. Cash dividends distributed from legal reserve and capital reserve to shareholders (TWD per share):148,786,175. Total amount of cash dividends to shareholders (TWD):0.
공시 • Mar 08Franbo Lines Corp., Annual General Meeting, May 30, 2024Franbo Lines Corp., Annual General Meeting, May 30, 2024. Location: 3F, No.31, Haibian Rd., Lingya Dist., Kaohsiung 802, Taiwan Kaohsiung Taiwan Agenda: To discuss report the business of 2023; to discuss Audit Committee Review Report; to discuss report 2023 employees profit sharing bonus and directors compensation; to discuss report 2023 receive directors compensation; to discuss 2023 Annual earnings distribution cash dividend distribution report; to discuss the company's capital loan and situation Report; and to discuss other matters.
New Risk • Dec 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 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.9% average weekly change). Shareholders have been diluted in the past year (13% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$20.10, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 10x in the Shipping industry in Taiwan. Total returns to shareholders of 186% over the past three years.
Buying Opportunity • Oct 31Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.0%. The fair value is estimated to be NT$20.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 70%.
New Risk • Oct 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 13% 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 Risk High level of non-cash earnings (34% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (13% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$18.30, the stock trades at a trailing P/E ratio of 4.8x. Average trailing P/E is 10x in the Shipping industry in Taiwan. Total returns to shareholders of 186% over the past three years.
Buying Opportunity • Aug 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be NT$19.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 70%.
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: NT$0.13 (vs NT$1.13 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.13 (down from NT$1.13 in 2Q 2022). Revenue: NT$335.0m (down 16% from 2Q 2022). Net income: NT$32.1m (down 85% from 2Q 2022). Profit margin: 9.6% (down from 53% in 2Q 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
공시 • Jun 02+ 1 more updateFranbo Lines Corp. Appoints Yan,Shu-Yang as Member of Remuneration CommitteeFranbo Lines Corp. at its AGM held on June 1, 2023, announced Name of the new position holder: Yan,shu-yang new member of Remuneration committee, effective June 1, 2023. Resume of the new position holder: Asian Pacific int'l patent&trademark office: Yan,shu-yang/Presiding lawyer.
Upcoming Dividend • Mar 23Upcoming dividend of NT$1.50 per share at 7.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 April 2023. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 7.2%. Within top quartile of Taiwanese dividend payers (6.0%). Lower than average of industry peers (28%).
Reported Earnings • Mar 19Full year 2022 earnings released: EPS: NT$6.23 (vs NT$2.24 in FY 2021)Full year 2022 results: EPS: NT$6.23 (up from NT$2.24 in FY 2021). Revenue: NT$1.47b (up 20% from FY 2021). Net income: NT$1.28b (up 241% from FY 2021). Profit margin: 87% (up from 31% in FY 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 63% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: NT$1.66 (vs NT$0.66 in 3Q 2021)Third quarter 2022 results: EPS: NT$1.66 (up from NT$0.66 in 3Q 2021). Revenue: NT$386.3m (up 4.3% from 3Q 2021). Net income: NT$339.6m (up 190% from 3Q 2021). Profit margin: 88% (up from 32% in 3Q 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$17.50, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 5x in the Shipping industry in Taiwan. Total returns to shareholders of 170% over the past three years.
공시 • Nov 05Franbo Lines Corp. Appoints Wilson Lin as Company SecretaryFranbo Lines Corp. announced appointment of Wilson Lin, CFO of Franbo as Company Secretary, effective date is November 4, 2022.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$15.60, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 5x in the Shipping industry in Taiwan. Total returns to shareholders of 131% over the past three years.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$1.13 (vs NT$0.48 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.13 (up from NT$0.48 in 2Q 2021). Revenue: NT$400.6m (up 36% from 2Q 2021). Net income: NT$212.8m (up 191% from 2Q 2021). Profit margin: 53% (up from 25% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$1.13 (vs NT$0.48 in 2Q 2021)Second quarter 2022 results: EPS: NT$1.13 (up from NT$0.48 in 2Q 2021). Revenue: NT$400.6m (up 36% from 2Q 2021). Net income: NT$212.8m (up 191% from 2Q 2021). Profit margin: 53% (up from 25% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$21.85, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 8x in the Shipping industry in Taiwan. Total returns to shareholders of 215% over the past three years.
Upcoming Dividend • Jun 13Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 20 June 2022. Payment date: 08 July 2022. Trailing yield: 3.0%. Lower than top quartile of Taiwanese dividend payers (6.0%). Lower than average of industry peers (12%).
Reported Earnings • May 14First quarter 2022 earnings released: EPS: NT$1.35 (vs NT$0.18 in 1Q 2021)First quarter 2022 results: EPS: NT$1.35 (up from NT$0.18 in 1Q 2021). Revenue: NT$371.5m (up 92% from 1Q 2021). Net income: NT$253.9m (up NT$226.9m from 1Q 2021). Profit margin: 68% (up from 14% in 1Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$27.70, the stock trades at a trailing P/E ratio of 22x. Average trailing P/E is 13x in the Shipping industry in Taiwan. Total returns to shareholders of 210% over the past three years.
Valuation Update With 7 Day Price Move • Oct 07Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$26.85, the stock trades at a trailing P/E ratio of 34x. Average trailing P/E is 20x in the Shipping industry in Taiwan. Total returns to shareholders of 327% over the past three years.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 25% share price gain to NT$33.05, the stock trades at a trailing P/E ratio of 33.9x. Average trailing P/E is 26x in the Shipping industry in Taiwan. Total returns to shareholders of 299% over the past three years.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS NT$0.48 (vs NT$0.14 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$295.0m (up 53% from 2Q 2020). Net income: NT$73.1m (up 249% from 2Q 2020). Profit margin: 25% (up from 11% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$41.35, the stock trades at a trailing P/E ratio of 65.2x. Average trailing P/E is 40x in the Shipping industry in Taiwan. Total returns to shareholders of 369% over the past three years.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improved over the past weekAfter last week's 33% share price gain to NT$28.20, the stock trades at a trailing P/E ratio of 44.4x. Average trailing P/E is 31x in the Shipping industry in Taiwan. Total returns to shareholders of 201% over the past three years.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$19.70, the stock trades at a trailing P/E ratio of 31x. Average trailing P/E is 31x in the Shipping industry in Taiwan. Total returns to shareholders of 100% over the past three years.
Reported Earnings • May 11First quarter 2021 earnings released: EPS NT$0.18 (vs NT$0.17 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$194.0m (up 1.1% from 1Q 2020). Net income: NT$27.0m (up 6.2% from 1Q 2020). Profit margin: 14% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 10Investor sentiment improved over the past weekAfter last week's 22% share price gain to NT$23.25, the stock trades at a trailing P/E ratio of 37.3x. Average trailing P/E is 34x in the Shipping industry in Taiwan. Total returns to shareholders of 166% over the past three years.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$15.75, the stock trades at a trailing P/E ratio of 25.3x. Average trailing P/E is 23x in the Shipping industry in Taiwan. Total returns to shareholders of 116% over the past three years.
Reported Earnings • Mar 25Full year 2020 earnings released: EPS NT$0.62 (vs NT$0.53 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$747.5m (down 5.1% from FY 2019). Net income: NT$95.2m (up 18% from FY 2019). Profit margin: 13% (up from 10% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$13.50, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 19x in the Shipping industry in Taiwan. Total returns to shareholders of 83% over the past three years.
분석 기사 • Mar 12Can Franbo Lines Corp. (GTSM:2641) Maintain Its Strong Returns?Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...
공시 • Mar 10Franbo Lines Corp., Annual General Meeting, May 28, 2021Franbo Lines Corp., Annual General Meeting, May 28, 2021.
분석 기사 • Feb 19We Like These Underlying Trends At Franbo Lines (GTSM:2641)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$11.90, the stock is trading at a trailing P/E ratio of 18x, up from the previous P/E ratio of 15.5x. This compares to an average P/E of 17x in the Shipping industry in Taiwan. Total returns to shareholders over the past three years are 48%.
분석 기사 • Feb 01Is Franbo Lines (GTSM:2641) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to NT$10.05, the stock is trading at a trailing P/E ratio of 15.2x, down from the previous P/E ratio of 18x. This compares to an average P/E of 16x in the Shipping industry in Taiwan. Total returns to shareholders over the past three years are 14%.
분석 기사 • Jan 14We're Not Counting On Franbo Lines (GTSM:2641) To Sustain Its Statutory ProfitabilityAs a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 24% share price gain to NT$12.30, the stock is trading at a trailing P/E ratio of 18.6x, up from the previous P/E ratio of 14.9x. This compares to an average P/E of 18x in the Shipping industry in Taiwan. Total returns to shareholders over the past three years are 40%.
분석 기사 • Dec 27Franbo Lines (GTSM:2641) Shareholders Booked A 59% Gain In The Last YearPassive investing in index funds can generate returns that roughly match the overall market. But you can significantly...
Is New 90 Day High Low • Dec 25New 90-day high: NT$11.20The company is up 46% from its price of NT$7.66 on 25 September 2020. The Taiwanese market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Shipping industry, which is up 82% over the same period.
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$11.20, the stock is trading at a trailing P/E ratio of 16.9x, up from the previous P/E ratio of 14.5x. This compares to an average P/E of 18x in the Shipping industry in Taiwan. Total returns to shareholders over the past three years are 27%.
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to NT$10.55, the stock is trading at a trailing P/E ratio of 15.9x, up from the previous P/E ratio of 13.4x. This compares to an average P/E of 17x in the Shipping industry in Taiwan. Total returns to shareholders over the past three years are 20%.
Is New 90 Day High Low • Dec 09New 90-day high: NT$9.22The company is up 15% from its price of NT$8.01 on 11 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Shipping industry, which is up 39% over the same period.
분석 기사 • Dec 09Should You Be Excited About Franbo Lines Corp.'s (GTSM:2641) 6.4% Return On Equity?Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...
분석 기사 • Nov 18Will Franbo Lines' (GTSM:2641) Growth In ROCE Persist?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Reported Earnings • Nov 09Third quarter 2020 earnings released: EPS NT$0.19The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$193.0m (up 2.1% from 3Q 2019). Net income: NT$28.4m (up 61% from 3Q 2019). Profit margin: 15% (up from 9.4% in 3Q 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.