View Financial HealthSoonest Express 배당 및 자사주 매입배당 기준 점검 5/6Soonest Express 수익으로 충분히 충당되는 현재 수익률 6.84% 보유한 배당금 지급 회사입니다.핵심 정보6.8%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률13.1%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향67%최근 배당 및 자사주 매입 업데이트Declared Dividend • Jun 04Dividend reduced to NT$4.50Dividend of NT$4.50 is 10.0% lower than last year. Ex-date: 20th June 2025 Payment date: 18th July 2025 Dividend yield will be 5.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (69% 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 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jun 17Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 24 June 2024. Payment date: 19 July 2024. Payout ratio is a comfortable 73% but the company is not cash flow positive. Trailing yield: 5.8%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (5.2%).Upcoming Dividend • Jun 12Upcoming dividend of NT$7.00 per share at 9.2% yieldEligible shareholders must have bought the stock before 19 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 9.2%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (6.5%).Upcoming Dividend • Jul 28Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 04 August 2022. Payment date: 01 September 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 7.2%. Within top quartile of Taiwanese dividend payers (6.7%). In line with average of industry peers (7.9%).Upcoming Dividend • Jul 29Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 05 August 2021. Payment date: 01 September 2021. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).모든 업데이트 보기Recent updatesReported Earnings • May 06First quarter 2026 earnings released: EPS: NT$0.69 (vs NT$1.78 in 1Q 2025)First quarter 2026 results: EPS: NT$0.69 (down from NT$1.78 in 1Q 2025). Revenue: NT$1.46b (down 25% from 1Q 2025). Net income: NT$24.0m (down 62% from 1Q 2025). Profit margin: 1.6% (down from 3.2% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 04Full year 2025 earnings released: EPS: NT$6.30 (vs NT$6.11 in FY 2024)Full year 2025 results: EPS: NT$6.30 (up from NT$6.11 in FY 2024). Revenue: NT$8.40b (up 60% from FY 2024). Net income: NT$220.6m (up 3.2% from FY 2024). Profit margin: 2.6% (down from 4.1% in FY 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 1% per year, which means it has not declined as severely as earnings.공시 • Mar 04Soonest Express Co., Ltd., Annual General Meeting, Jun 25, 2026Soonest Express Co., Ltd., Annual General Meeting, Jun 25, 2026. Location: b1 floor no,85, sec.4 luo szu fu rd., da-an district, taipei city TaiwanReported Earnings • Nov 05Third quarter 2025 earnings released: EPS: NT$2.79 (vs NT$1.40 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.79 (up from NT$1.40 in 3Q 2024). Revenue: NT$2.16b (up 54% from 3Q 2024). Net income: NT$97.7m (up 100% from 3Q 2024). Profit margin: 4.5% (up from 3.5% in 3Q 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 remained flat, which means it is well ahead of earnings.Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: NT$0.13 (vs NT$1.50 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.13 (down from NT$1.50 in 2Q 2024). Revenue: NT$2.04b (up 69% from 2Q 2024). Net income: NT$4.57m (down 91% from 2Q 2024). Profit margin: 0.2% (down from 4.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.New Risk • Aug 07New major risk - Revenue and earnings growthEarnings have declined by 0.8% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 0.8% per year over the past 5 years. High level of non-cash earnings (42% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.6% net profit margin). Market cap is less than US$100m (NT$2.45b market cap, or US$82.2m).Declared Dividend • Jun 04Dividend reduced to NT$4.50Dividend of NT$4.50 is 10.0% lower than last year. Ex-date: 20th June 2025 Payment date: 18th July 2025 Dividend yield will be 5.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (69% 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 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 08First quarter 2025 earnings released: EPS: NT$1.80 (vs NT$1.35 in 1Q 2024)First quarter 2025 results: EPS: NT$1.80 (up from NT$1.35 in 1Q 2024). Revenue: NT$1.94b (up 98% from 1Q 2024). Net income: NT$62.3m (up 32% from 1Q 2024). Profit margin: 3.2% (down from 4.8% 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 34% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Mar 28Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at NT$74.70. The fair value is estimated to be NT$93.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Earnings per share has declined by 27%.Reported Earnings • Mar 19Full year 2024 earnings released: EPS: NT$6.11 (vs NT$7.53 in FY 2023)Full year 2024 results: EPS: NT$6.11 (down from NT$7.53 in FY 2023). Revenue: NT$5.26b (up 26% from FY 2023). Net income: NT$213.9m (down 8.9% from FY 2023). Profit margin: 4.1% (down from 5.6% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공시 • Mar 12Soonest Express Co., Ltd., Annual General Meeting, Jun 19, 2025Soonest Express Co., Ltd., Annual General Meeting, Jun 19, 2025. Location: b1 floor no,85, sec.4 luo szu fu rd., da-an district, taipei city TaiwanReported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$1.40 (vs NT$1.73 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.40 (down from NT$1.73 in 3Q 2023). Revenue: NT$1.41b (up 33% from 3Q 2023). Net income: NT$48.9m (down 5.6% from 3Q 2023). Profit margin: 3.5% (down from 4.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: NT$1.50 (vs NT$1.04 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.50 (up from NT$1.04 in 2Q 2023). Revenue: NT$1.21b (up 58% from 2Q 2023). Net income: NT$52.6m (up 69% from 2Q 2023). Profit margin: 4.4% (up from 4.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Upcoming Dividend • Jun 17Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 24 June 2024. Payment date: 19 July 2024. Payout ratio is a comfortable 73% but the company is not cash flow positive. Trailing yield: 5.8%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (5.2%).Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$1.35 (vs NT$2.04 in 1Q 2023)First quarter 2024 results: EPS: NT$1.35 (down from NT$2.04 in 1Q 2023). Revenue: NT$979.3m (up 20% from 1Q 2023). Net income: NT$47.3m (down 23% from 1Q 2023). Profit margin: 4.8% (down from 7.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.공시 • Mar 27Soonest Express Co., Ltd., Annual General Meeting, Jun 21, 2024Soonest Express Co., Ltd., Annual General Meeting, Jun 21, 2024.Reported Earnings • Mar 22Full year 2023 earnings released: EPS: NT$7.53 (vs NT$16.68 in FY 2022)Full year 2023 results: EPS: NT$7.53 (down from NT$16.68 in FY 2022). Revenue: NT$4.17b (down 27% from FY 2022). Net income: NT$234.8m (down 53% from FY 2022). Profit margin: 5.6% (down from 8.8% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: NT$1.73 (vs NT$5.95 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.73 (down from NT$5.95 in 3Q 2022). Revenue: NT$1.06b (down 36% from 3Q 2022). Net income: NT$51.8m (down 71% from 3Q 2022). Profit margin: 4.9% (down from 11% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 2 years compared to a 8.9% growth forecast for the Logistics industry in Asia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.New Risk • Nov 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (17% increase in shares outstanding). Market cap is less than US$100m (NT$2.33b market cap, or US$72.4m).Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: NT$1.04 (vs NT$5.17 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.04 (down from NT$5.17 in 2Q 2022). Revenue: NT$767.2m (down 50% from 2Q 2022). Net income: NT$31.2m (down 80% from 2Q 2022). Profit margin: 4.1% (down from 10% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Aug 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.3%. The fair value is estimated to be NT$87.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 40%.Buying Opportunity • Jul 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.4%. The fair value is estimated to be NT$89.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 40%.Buying Opportunity • Jun 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.5%. The fair value is estimated to be NT$89.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 40%.Upcoming Dividend • Jun 12Upcoming dividend of NT$7.00 per share at 9.2% yieldEligible shareholders must have bought the stock before 19 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 9.2%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (6.5%).Reported Earnings • Mar 24Full year 2022 earnings released: EPS: NT$16.68 (vs NT$9.72 in FY 2021)Full year 2022 results: EPS: NT$16.68 (up from NT$9.72 in FY 2021). Revenue: NT$5.70b (up 13% from FY 2021). Net income: NT$500.4m (up 72% from FY 2021). Profit margin: 8.8% (up from 5.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director T. Lu was the last independent director to join the board, commencing their role in 2020. 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 11Third quarter 2022 earnings released: EPS: NT$5.95 (vs NT$2.72 in 3Q 2021)Third quarter 2022 results: EPS: NT$5.95 (up from NT$2.72 in 3Q 2021). Revenue: NT$1.66b (up 24% from 3Q 2021). Net income: NT$178.5m (up 119% from 3Q 2021). Profit margin: 11% (up from 6.1% in 3Q 2021). The increase in margin was driven by higher revenue. 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 23% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: NT$5.17 (vs NT$2.03 in 2Q 2021)Second quarter 2022 results: EPS: NT$5.17 (up from NT$2.03 in 2Q 2021). Revenue: NT$1.53b (up 35% from 2Q 2021). Net income: NT$155.0m (up 155% from 2Q 2021). Profit margin: 10% (up from 5.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 28Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 04 August 2022. Payment date: 01 September 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 7.2%. Within top quartile of Taiwanese dividend payers (6.7%). In line with average of industry peers (7.9%).Reported Earnings • May 16First quarter 2022 earnings released: EPS: NT$2.94 (vs NT$1.60 in 1Q 2021)First quarter 2022 results: EPS: NT$2.94 (up from NT$1.60 in 1Q 2021). Revenue: NT$1.28b (up 20% from 1Q 2021). Net income: NT$88.2m (up 84% from 1Q 2021). Profit margin: 6.9% (up from 4.5% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director T. Lu was the last independent director to join the board, commencing their role in 2020. 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 12Third quarter 2021 earnings released: EPS NT$2.72 (vs NT$2.06 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: NT$1.35b (up 54% from 3Q 2020). Net income: NT$81.7m (up 32% from 3Q 2020). Profit margin: 6.1% (down from 7.1% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$2.03 (vs NT$1.90 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: NT$1.14b (up 13% from 2Q 2020). Net income: NT$60.9m (up 7.0% from 2Q 2020). Profit margin: 5.4% (down from 5.7% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year whereas the company’s share price has increased by 40% per year.Upcoming Dividend • Jul 29Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 05 August 2021. Payment date: 01 September 2021. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$105, the stock trades at a trailing P/E ratio of 13.7x. Average forward P/E is 20x in the Logistics industry in Taiwan. Total returns to shareholders of 309% over the past three years.Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$101, the stock trades at a trailing P/E ratio of 13.2x. Average forward P/E is 20x in the Logistics industry in Taiwan. Total returns to shareholders of 281% over the past three years.Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$72.00, the stock trades at a trailing P/E ratio of 9.4x. Average forward P/E is 20x in the Logistics industry in Taiwan. Total returns to shareholders of 163% over the past three years.Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$1.60 (vs NT$1.10 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$1.07b (up 36% from 1Q 2020). Net income: NT$48.1m (up 46% from 1Q 2020). Profit margin: 4.5% (up from 4.2% in 1Q 2020). The increase in margin was driven by higher revenue. 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 21% per year, which means it is significantly lagging earnings growth.분석 기사 • Apr 13Does Soonest Express Co., Ltd. (GTSM:2643) Have A Place In Your Dividend Portfolio?Is Soonest Express Co., Ltd. ( GTSM:2643 ) a good dividend stock? How can we tell? Dividend paying companies with...Reported Earnings • Mar 30Full year 2020 earnings released: EPS NT$7.15 (vs NT$4.60 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$3.70b (up 15% from FY 2019). Net income: NT$213.5m (up 77% from FY 2019). Profit margin: 5.8% (up from 3.7% in FY 2019). The increase in margin was driven by higher revenue. 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 28% per year, which means it is significantly lagging earnings growth.분석 기사 • Mar 21Shareholders Are Thrilled That The Soonest Express (GTSM:2643) Share Price Increased 128%Unless you borrow money to invest, the potential losses are limited. But when you pick a company that is really...분석 기사 • Feb 13Here's What Soonest Express' (GTSM:2643) Strong Returns On Capital MeansIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...분석 기사 • Jan 25Soonest Express Co., Ltd.'s (GTSM:2643) Stock Is Going Strong: Is the Market Following Fundamentals?Soonest Express' (GTSM:2643) stock is up by a considerable 20% over the past three months. Given that the market...분석 기사 • Jan 07Soonest Express Co., Ltd. (GTSM:2643) Is An Attractive Dividend Stock - Here's WhyToday we'll take a closer look at Soonest Express Co., Ltd. ( GTSM:2643 ) from a dividend investor's perspective...Is New 90 Day High Low • Dec 28New 90-day high: NT$75.30The company is up 54% from its price of NT$48.90 on 30 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 14% over the same period.Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$75.30, the stock is trading at a trailing P/E ratio of 11.1x, up from the previous P/E ratio of 9.6x. This compares to an average P/E of 12x in the Logistics industry in Taiwan. Total returns to shareholders over the past three years are 181%.분석 기사 • Dec 20Shareholders Of Soonest Express (GTSM:2643) Must Be Happy With Their 153% Total ReturnIt might seem bad, but the worst that can happen when you buy a stock (without leverage) is that its share price goes...Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$70.20, the stock is trading at a trailing P/E ratio of 10.3x, up from the previous P/E ratio of 8.7x. This compares to an average P/E of 12x in the Logistics industry in Taiwan. Total returns to shareholders over the past three years are 152%.Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 24% share price gain to NT$67.00, the stock is trading at a trailing P/E ratio of 9.8x, up from the previous P/E ratio of 8x. This compares to an average P/E of 11x in the Logistics industry in Taiwan. Total returns to shareholders over the past three years are 148%.Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$61.00, the stock is trading at a trailing P/E ratio of 9x, up from the previous P/E ratio of 7.7x. This compares to an average P/E of 11x in the Logistics industry in Taiwan. Total returns to shareholders over the past three years are 119%.Is New 90 Day High Low • Dec 09New 90-day high: NT$57.00The company is up 15% from its price of NT$49.40 on 11 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$298 per share.분석 기사 • Dec 02Is There More To The Story Than Soonest Express's (GTSM:2643) Earnings Growth?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$2.06The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$876.0m (down 1.9% from 3Q 2019). Net income: NT$61.8m (up 52% from 3Q 2019). Profit margin: 7.1% (up from 4.6% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Nov 04New 90-day high: NT$54.70The company is up 3.0% from its price of NT$53.00 on 06 August 2020. The Taiwanese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$128 per share.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 2643 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: 2643 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Soonest Express 배당 수익률 vs 시장2643의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (2643)6.8%시장 하위 25% (TW)1.4%시장 상위 25% (TW)5.0%업계 평균 (Logistics)5.6%분석가 예측 (2643) (최대 3년)n/a주목할만한 배당금: 2643 의 배당금( 6.84% )은 TW 시장에서 배당금 지급자의 하위 25%( 1.39% )보다 높습니다.고배당: 2643 의 배당금( 6.84% )은 TW 시장( 4.99% )주주 대상 이익 배당수익 보장: 합리적인 지급 비율 ( 67.5% )을 통해 2643 의 배당금 지급은 수익으로 충당됩니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 24.8% )이 낮기 때문에 2643 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YTW 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/27 07:53종가2026/05/27 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 소스Soonest Express 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.분석가기관Horn Yu ChienMasterlink Securities Investment AdvisoryYili ChenSinoPac Securities Investment Service
Declared Dividend • Jun 04Dividend reduced to NT$4.50Dividend of NT$4.50 is 10.0% lower than last year. Ex-date: 20th June 2025 Payment date: 18th July 2025 Dividend yield will be 5.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (69% 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 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jun 17Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 24 June 2024. Payment date: 19 July 2024. Payout ratio is a comfortable 73% but the company is not cash flow positive. Trailing yield: 5.8%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (5.2%).
Upcoming Dividend • Jun 12Upcoming dividend of NT$7.00 per share at 9.2% yieldEligible shareholders must have bought the stock before 19 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 9.2%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (6.5%).
Upcoming Dividend • Jul 28Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 04 August 2022. Payment date: 01 September 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 7.2%. Within top quartile of Taiwanese dividend payers (6.7%). In line with average of industry peers (7.9%).
Upcoming Dividend • Jul 29Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 05 August 2021. Payment date: 01 September 2021. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).
Reported Earnings • May 06First quarter 2026 earnings released: EPS: NT$0.69 (vs NT$1.78 in 1Q 2025)First quarter 2026 results: EPS: NT$0.69 (down from NT$1.78 in 1Q 2025). Revenue: NT$1.46b (down 25% from 1Q 2025). Net income: NT$24.0m (down 62% from 1Q 2025). Profit margin: 1.6% (down from 3.2% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 04Full year 2025 earnings released: EPS: NT$6.30 (vs NT$6.11 in FY 2024)Full year 2025 results: EPS: NT$6.30 (up from NT$6.11 in FY 2024). Revenue: NT$8.40b (up 60% from FY 2024). Net income: NT$220.6m (up 3.2% from FY 2024). Profit margin: 2.6% (down from 4.1% in FY 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 1% per year, which means it has not declined as severely as earnings.
공시 • Mar 04Soonest Express Co., Ltd., Annual General Meeting, Jun 25, 2026Soonest Express Co., Ltd., Annual General Meeting, Jun 25, 2026. Location: b1 floor no,85, sec.4 luo szu fu rd., da-an district, taipei city Taiwan
Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: NT$2.79 (vs NT$1.40 in 3Q 2024)Third quarter 2025 results: EPS: NT$2.79 (up from NT$1.40 in 3Q 2024). Revenue: NT$2.16b (up 54% from 3Q 2024). Net income: NT$97.7m (up 100% from 3Q 2024). Profit margin: 4.5% (up from 3.5% in 3Q 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 remained flat, which means it is well ahead of earnings.
Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: NT$0.13 (vs NT$1.50 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.13 (down from NT$1.50 in 2Q 2024). Revenue: NT$2.04b (up 69% from 2Q 2024). Net income: NT$4.57m (down 91% from 2Q 2024). Profit margin: 0.2% (down from 4.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
New Risk • Aug 07New major risk - Revenue and earnings growthEarnings have declined by 0.8% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 0.8% per year over the past 5 years. High level of non-cash earnings (42% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.6% net profit margin). Market cap is less than US$100m (NT$2.45b market cap, or US$82.2m).
Declared Dividend • Jun 04Dividend reduced to NT$4.50Dividend of NT$4.50 is 10.0% lower than last year. Ex-date: 20th June 2025 Payment date: 18th July 2025 Dividend yield will be 5.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (69% 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 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 08First quarter 2025 earnings released: EPS: NT$1.80 (vs NT$1.35 in 1Q 2024)First quarter 2025 results: EPS: NT$1.80 (up from NT$1.35 in 1Q 2024). Revenue: NT$1.94b (up 98% from 1Q 2024). Net income: NT$62.3m (up 32% from 1Q 2024). Profit margin: 3.2% (down from 4.8% 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 34% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Mar 28Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at NT$74.70. The fair value is estimated to be NT$93.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Earnings per share has declined by 27%.
Reported Earnings • Mar 19Full year 2024 earnings released: EPS: NT$6.11 (vs NT$7.53 in FY 2023)Full year 2024 results: EPS: NT$6.11 (down from NT$7.53 in FY 2023). Revenue: NT$5.26b (up 26% from FY 2023). Net income: NT$213.9m (down 8.9% from FY 2023). Profit margin: 4.1% (down from 5.6% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공시 • Mar 12Soonest Express Co., Ltd., Annual General Meeting, Jun 19, 2025Soonest Express Co., Ltd., Annual General Meeting, Jun 19, 2025. Location: b1 floor no,85, sec.4 luo szu fu rd., da-an district, taipei city Taiwan
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$1.40 (vs NT$1.73 in 3Q 2023)Third quarter 2024 results: EPS: NT$1.40 (down from NT$1.73 in 3Q 2023). Revenue: NT$1.41b (up 33% from 3Q 2023). Net income: NT$48.9m (down 5.6% from 3Q 2023). Profit margin: 3.5% (down from 4.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: NT$1.50 (vs NT$1.04 in 2Q 2023)Second quarter 2024 results: EPS: NT$1.50 (up from NT$1.04 in 2Q 2023). Revenue: NT$1.21b (up 58% from 2Q 2023). Net income: NT$52.6m (up 69% from 2Q 2023). Profit margin: 4.4% (up from 4.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jun 17Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 24 June 2024. Payment date: 19 July 2024. Payout ratio is a comfortable 73% but the company is not cash flow positive. Trailing yield: 5.8%. Within top quartile of Taiwanese dividend payers (4.2%). Higher than average of industry peers (5.2%).
Reported Earnings • May 18First quarter 2024 earnings released: EPS: NT$1.35 (vs NT$2.04 in 1Q 2023)First quarter 2024 results: EPS: NT$1.35 (down from NT$2.04 in 1Q 2023). Revenue: NT$979.3m (up 20% from 1Q 2023). Net income: NT$47.3m (down 23% from 1Q 2023). Profit margin: 4.8% (down from 7.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Mar 27Soonest Express Co., Ltd., Annual General Meeting, Jun 21, 2024Soonest Express Co., Ltd., Annual General Meeting, Jun 21, 2024.
Reported Earnings • Mar 22Full year 2023 earnings released: EPS: NT$7.53 (vs NT$16.68 in FY 2022)Full year 2023 results: EPS: NT$7.53 (down from NT$16.68 in FY 2022). Revenue: NT$4.17b (down 27% from FY 2022). Net income: NT$234.8m (down 53% from FY 2022). Profit margin: 5.6% (down from 8.8% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: NT$1.73 (vs NT$5.95 in 3Q 2022)Third quarter 2023 results: EPS: NT$1.73 (down from NT$5.95 in 3Q 2022). Revenue: NT$1.06b (down 36% from 3Q 2022). Net income: NT$51.8m (down 71% from 3Q 2022). Profit margin: 4.9% (down from 11% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 2 years compared to a 8.9% growth forecast for the Logistics industry in Asia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
New Risk • Nov 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (17% increase in shares outstanding). Market cap is less than US$100m (NT$2.33b market cap, or US$72.4m).
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: NT$1.04 (vs NT$5.17 in 2Q 2022)Second quarter 2023 results: EPS: NT$1.04 (down from NT$5.17 in 2Q 2022). Revenue: NT$767.2m (down 50% from 2Q 2022). Net income: NT$31.2m (down 80% from 2Q 2022). Profit margin: 4.1% (down from 10% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Aug 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.3%. The fair value is estimated to be NT$87.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 40%.
Buying Opportunity • Jul 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.4%. The fair value is estimated to be NT$89.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 40%.
Buying Opportunity • Jun 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.5%. The fair value is estimated to be NT$89.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 40%.
Upcoming Dividend • Jun 12Upcoming dividend of NT$7.00 per share at 9.2% yieldEligible shareholders must have bought the stock before 19 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 9.2%. Within top quartile of Taiwanese dividend payers (5.5%). Higher than average of industry peers (6.5%).
Reported Earnings • Mar 24Full year 2022 earnings released: EPS: NT$16.68 (vs NT$9.72 in FY 2021)Full year 2022 results: EPS: NT$16.68 (up from NT$9.72 in FY 2021). Revenue: NT$5.70b (up 13% from FY 2021). Net income: NT$500.4m (up 72% from FY 2021). Profit margin: 8.8% (up from 5.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director T. Lu was the last independent director to join the board, commencing their role in 2020. 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 11Third quarter 2022 earnings released: EPS: NT$5.95 (vs NT$2.72 in 3Q 2021)Third quarter 2022 results: EPS: NT$5.95 (up from NT$2.72 in 3Q 2021). Revenue: NT$1.66b (up 24% from 3Q 2021). Net income: NT$178.5m (up 119% from 3Q 2021). Profit margin: 11% (up from 6.1% in 3Q 2021). The increase in margin was driven by higher revenue. 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 23% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: NT$5.17 (vs NT$2.03 in 2Q 2021)Second quarter 2022 results: EPS: NT$5.17 (up from NT$2.03 in 2Q 2021). Revenue: NT$1.53b (up 35% from 2Q 2021). Net income: NT$155.0m (up 155% from 2Q 2021). Profit margin: 10% (up from 5.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 28Upcoming dividend of NT$5.00 per shareEligible shareholders must have bought the stock before 04 August 2022. Payment date: 01 September 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 7.2%. Within top quartile of Taiwanese dividend payers (6.7%). In line with average of industry peers (7.9%).
Reported Earnings • May 16First quarter 2022 earnings released: EPS: NT$2.94 (vs NT$1.60 in 1Q 2021)First quarter 2022 results: EPS: NT$2.94 (up from NT$1.60 in 1Q 2021). Revenue: NT$1.28b (up 20% from 1Q 2021). Net income: NT$88.2m (up 84% from 1Q 2021). Profit margin: 6.9% (up from 4.5% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director T. Lu was the last independent director to join the board, commencing their role in 2020. 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 12Third quarter 2021 earnings released: EPS NT$2.72 (vs NT$2.06 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: NT$1.35b (up 54% from 3Q 2020). Net income: NT$81.7m (up 32% from 3Q 2020). Profit margin: 6.1% (down from 7.1% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$2.03 (vs NT$1.90 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: NT$1.14b (up 13% from 2Q 2020). Net income: NT$60.9m (up 7.0% from 2Q 2020). Profit margin: 5.4% (down from 5.7% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year whereas the company’s share price has increased by 40% per year.
Upcoming Dividend • Jul 29Upcoming dividend of NT$4.00 per shareEligible shareholders must have bought the stock before 05 August 2021. Payment date: 01 September 2021. Trailing yield: 4.5%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (3.0%).
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to NT$105, the stock trades at a trailing P/E ratio of 13.7x. Average forward P/E is 20x in the Logistics industry in Taiwan. Total returns to shareholders of 309% over the past three years.
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$101, the stock trades at a trailing P/E ratio of 13.2x. Average forward P/E is 20x in the Logistics industry in Taiwan. Total returns to shareholders of 281% over the past three years.
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to NT$72.00, the stock trades at a trailing P/E ratio of 9.4x. Average forward P/E is 20x in the Logistics industry in Taiwan. Total returns to shareholders of 163% over the past three years.
Reported Earnings • May 14First quarter 2021 earnings released: EPS NT$1.60 (vs NT$1.10 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$1.07b (up 36% from 1Q 2020). Net income: NT$48.1m (up 46% from 1Q 2020). Profit margin: 4.5% (up from 4.2% in 1Q 2020). The increase in margin was driven by higher revenue. 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 21% per year, which means it is significantly lagging earnings growth.
분석 기사 • Apr 13Does Soonest Express Co., Ltd. (GTSM:2643) Have A Place In Your Dividend Portfolio?Is Soonest Express Co., Ltd. ( GTSM:2643 ) a good dividend stock? How can we tell? Dividend paying companies with...
Reported Earnings • Mar 30Full year 2020 earnings released: EPS NT$7.15 (vs NT$4.60 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$3.70b (up 15% from FY 2019). Net income: NT$213.5m (up 77% from FY 2019). Profit margin: 5.8% (up from 3.7% in FY 2019). The increase in margin was driven by higher revenue. 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 28% per year, which means it is significantly lagging earnings growth.
분석 기사 • Mar 21Shareholders Are Thrilled That The Soonest Express (GTSM:2643) Share Price Increased 128%Unless you borrow money to invest, the potential losses are limited. But when you pick a company that is really...
분석 기사 • Feb 13Here's What Soonest Express' (GTSM:2643) Strong Returns On Capital MeansIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
분석 기사 • Jan 25Soonest Express Co., Ltd.'s (GTSM:2643) Stock Is Going Strong: Is the Market Following Fundamentals?Soonest Express' (GTSM:2643) stock is up by a considerable 20% over the past three months. Given that the market...
분석 기사 • Jan 07Soonest Express Co., Ltd. (GTSM:2643) Is An Attractive Dividend Stock - Here's WhyToday we'll take a closer look at Soonest Express Co., Ltd. ( GTSM:2643 ) from a dividend investor's perspective...
Is New 90 Day High Low • Dec 28New 90-day high: NT$75.30The company is up 54% from its price of NT$48.90 on 30 September 2020. The Taiwanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 14% over the same period.
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$75.30, the stock is trading at a trailing P/E ratio of 11.1x, up from the previous P/E ratio of 9.6x. This compares to an average P/E of 12x in the Logistics industry in Taiwan. Total returns to shareholders over the past three years are 181%.
분석 기사 • Dec 20Shareholders Of Soonest Express (GTSM:2643) Must Be Happy With Their 153% Total ReturnIt might seem bad, but the worst that can happen when you buy a stock (without leverage) is that its share price goes...
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improved over the past weekAfter last week's 19% share price gain to NT$70.20, the stock is trading at a trailing P/E ratio of 10.3x, up from the previous P/E ratio of 8.7x. This compares to an average P/E of 12x in the Logistics industry in Taiwan. Total returns to shareholders over the past three years are 152%.
Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 24% share price gain to NT$67.00, the stock is trading at a trailing P/E ratio of 9.8x, up from the previous P/E ratio of 8x. This compares to an average P/E of 11x in the Logistics industry in Taiwan. Total returns to shareholders over the past three years are 148%.
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to NT$61.00, the stock is trading at a trailing P/E ratio of 9x, up from the previous P/E ratio of 7.7x. This compares to an average P/E of 11x in the Logistics industry in Taiwan. Total returns to shareholders over the past three years are 119%.
Is New 90 Day High Low • Dec 09New 90-day high: NT$57.00The company is up 15% from its price of NT$49.40 on 11 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$298 per share.
분석 기사 • Dec 02Is There More To The Story Than Soonest Express's (GTSM:2643) Earnings Growth?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS NT$2.06The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: NT$876.0m (down 1.9% from 3Q 2019). Net income: NT$61.8m (up 52% from 3Q 2019). Profit margin: 7.1% (up from 4.6% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Nov 04New 90-day high: NT$54.70The company is up 3.0% from its price of NT$53.00 on 06 August 2020. The Taiwanese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$128 per share.