Reported Earnings • May 19
First quarter 2026 earnings released: EPS: NT$0.51 (vs NT$0.57 in 1Q 2025) First quarter 2026 results: EPS: NT$0.51 (down from NT$0.57 in 1Q 2025). Revenue: NT$2.37b (down 3.6% from 1Q 2025). Net income: NT$187.2m (down 9.3% from 1Q 2025). Profit margin: 7.9% (down from 8.4% 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 5% per year and the company’s share price has also fallen by 5% per year. Upcoming Dividend • Apr 09
Upcoming dividend of NT$1.50 per share Eligible shareholders must have bought the stock before 16 April 2026. Payment date: 14 May 2026. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 5.9%. Within top quartile of Taiwanese dividend payers (5.1%). Higher than average of industry peers (4.4%). Reported Earnings • Mar 17
Full year 2025 earnings released: EPS: NT$1.70 (vs NT$2.09 in FY 2024) Full year 2025 results: EPS: NT$1.70 (down from NT$2.09 in FY 2024). Revenue: NT$9.05b (down 4.7% from FY 2024). Net income: NT$618.4m (down 19% from FY 2024). Profit margin: 6.8% (down from 8.0% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year and the company’s share price has also fallen by 2% per year. Declared Dividend • Mar 12
Dividend of NT$1.50 announced Dividend of NT$1.50 is the same as last year. Ex-date: 16th April 2026 Payment date: 14th May 2026 Dividend yield will be 6.0%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio) and 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 1.8% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1.3% to bring the payout ratio under control. However, EPS has declined by 19% over the last 5 years so the company would need to reverse this trend. Reported Earnings • Nov 17
Third quarter 2025 earnings released: EPS: NT$0.36 (vs NT$0.47 in 3Q 2024) Third quarter 2025 results: EPS: NT$0.36 (down from NT$0.47 in 3Q 2024). Revenue: NT$2.06b (down 9.1% from 3Q 2024). Net income: NT$131.5m (down 23% from 3Q 2024). Profit margin: 6.4% (down from 7.6% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year. Reported Earnings • Aug 14
Second quarter 2025 earnings released: EPS: NT$0.36 (vs NT$0.66 in 2Q 2024) Second quarter 2025 results: EPS: NT$0.36 (down from NT$0.66 in 2Q 2024). Revenue: NT$2.43b (flat on 2Q 2024). Net income: NT$131.9m (down 45% from 2Q 2024). Profit margin: 5.4% (down from 9.9% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Reported Earnings • May 15
First quarter 2025 earnings released: EPS: NT$0.57 (vs NT$0.61 in 1Q 2024) First quarter 2025 results: EPS: NT$0.57 (down from NT$0.61 in 1Q 2024). Revenue: NT$2.46b (flat on 1Q 2024). Net income: NT$206.5m (down 7.1% from 1Q 2024). Profit margin: 8.4% (down from 8.9% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 23% 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. Buy Or Sell Opportunity • May 06
Now 20% overvalued Over the last 90 days, the stock has fallen 7.6% to NT$26.00. The fair value is estimated to be NT$21.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 30%. Aankondiging • May 01
Sampo Corporation to Report Q1, 2025 Results on May 14, 2025 Sampo Corporation announced that they will report Q1, 2025 results on May 14, 2025 Buy Or Sell Opportunity • Apr 18
Now 20% overvalued Over the last 90 days, the stock has fallen 10% to NT$25.10. The fair value is estimated to be NT$20.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 30%. Upcoming Dividend • Apr 05
Upcoming dividend of NT$1.50 per share Eligible shareholders must have bought the stock before 11 April 2025. Payment date: 14 May 2025. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 5.3%. Within top quartile of Taiwanese dividend payers (4.9%). Higher than average of industry peers (4.2%). Reported Earnings • Mar 20
Full year 2024 earnings released: EPS: NT$2.09 (vs NT$2.00 in FY 2023) Full year 2024 results: EPS: NT$2.09 (up from NT$2.00 in FY 2023). Revenue: NT$9.49b (up 6.8% from FY 2023). Net income: NT$761.7m (up 4.7% from FY 2023). Profit margin: 8.0% (down from 8.2% 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 30% 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. Declared Dividend • Mar 15
Dividend of NT$1.50 announced Dividend of NT$1.50 is the same as last year. Ex-date: 11th April 2025 Payment date: 14th May 2025 Dividend yield will be 5.3%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (73% 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 5.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend. Aankondiging • Mar 05
Sampo Corporation to Report Fiscal Year 2024 Results on Mar 13, 2025 Sampo Corporation announced that they will report fiscal year 2024 results on Mar 13, 2025 Reported Earnings • Nov 15
Third quarter 2024 earnings released: EPS: NT$0.47 (vs NT$0.56 in 3Q 2023) Third quarter 2024 results: EPS: NT$0.47 (down from NT$0.56 in 3Q 2023). Revenue: NT$2.26b (up 7.0% from 3Q 2023). Net income: NT$171.1m (down 15% from 3Q 2023). Profit margin: 7.6% (down from 9.6% 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 35% 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 17
Second quarter 2024 earnings released: EPS: NT$0.66 (vs NT$0.64 in 2Q 2023) Second quarter 2024 results: EPS: NT$0.66 (up from NT$0.64 in 2Q 2023). Revenue: NT$2.43b (flat on 2Q 2023). Net income: NT$239.7m (up 3.3% from 2Q 2023). Profit margin: 9.9% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 39% 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. Aankondiging • Aug 06
Sampo Corporation to Report Q2, 2024 Results on Aug 13, 2024 Sampo Corporation announced that they will report Q2, 2024 results on Aug 13, 2024 Reported Earnings • May 18
First quarter 2024 earnings released: EPS: NT$0.61 (vs NT$0.50 in 1Q 2023) First quarter 2024 results: EPS: NT$0.61 (up from NT$0.50 in 1Q 2023). Revenue: NT$2.48b (up 5.6% from 1Q 2023). Net income: NT$222.3m (up 22% from 1Q 2023). Profit margin: 8.9% (up from 7.7% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Aankondiging • May 08
Sampo Corporation to Report Q1, 2024 Results on May 14, 2024 Sampo Corporation announced that they will report Q1, 2024 results on May 14, 2024 Upcoming Dividend • Apr 04
Upcoming dividend of NT$1.50 per share Eligible shareholders must have bought the stock before 11 April 2024. Payment date: 09 May 2024. Payout ratio is a comfortable 75% but the company is not cash flow positive. Trailing yield: 5.0%. Within top quartile of Taiwanese dividend payers (4.6%). Higher than average of industry peers (3.6%). Reported Earnings • Mar 19
Full year 2023 earnings released: EPS: NT$2.00 (vs NT$1.82 in FY 2022) Full year 2023 results: EPS: NT$2.00 (up from NT$1.82 in FY 2022). Revenue: NT$8.89b (flat on FY 2022). Net income: NT$727.8m (up 10% from FY 2022). Profit margin: 8.2% (up from 7.4% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Aankondiging • Mar 16
Sampo Corporation, Annual General Meeting, Jun 12, 2024 Sampo Corporation, Annual General Meeting, Jun 12, 2024. Reported Earnings • Aug 17
Second quarter 2023 earnings released: EPS: NT$0.64 (vs NT$0.53 in 2Q 2022) Second quarter 2023 results: EPS: NT$0.64 (up from NT$0.53 in 2Q 2022). Revenue: NT$2.44b (up 1.3% from 2Q 2022). Net income: NT$232.0m (up 20% from 2Q 2022). Profit margin: 9.5% (up from 8.0% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Jul 10
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to NT$33.00, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 16x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 71% over the past three years. Upcoming Dividend • Apr 20
Upcoming dividend of NT$1.50 per share at 5.5% yield Eligible shareholders must have bought the stock before 27 April 2023. Payment date: 19 May 2023. Payout ratio is on the higher end at 82% but the company is not cash flow positive. Trailing yield: 5.5%. Lower than top quartile of Taiwanese dividend payers (5.7%). Higher than average of industry peers (4.2%). Reported Earnings • Mar 17
Full year 2022 earnings released: EPS: NT$1.82 (vs NT$4.52 in FY 2021) Full year 2022 results: EPS: NT$1.82 (down from NT$4.52 in FY 2021). Revenue: NT$8.94b (flat on FY 2021). Net income: NT$661.2m (down 60% from FY 2021). Profit margin: 7.4% (down from 19% in FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth. Buying Opportunity • Dec 08
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 9.1%. The fair value is estimated to be NT$31.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 19%. Board Change • Nov 16
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Chiu Yung Huang was the last independent director to join the board, commencing their role in 2017. 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 13
Third quarter 2022 earnings released: EPS: NT$0.60 (vs NT$3.25 in 3Q 2021) Third quarter 2022 results: EPS: NT$0.60 (down from NT$3.25 in 3Q 2021). Revenue: NT$2.16b (flat on 3Q 2021). Net income: NT$216.7m (down 82% from 3Q 2021). Profit margin: 10.0% (down from 56% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 13
Second quarter 2022 earnings released: EPS: NT$0.53 (vs NT$0.56 in 2Q 2021) Second quarter 2022 results: EPS: NT$0.53 (down from NT$0.56 in 2Q 2021). Revenue: NT$2.41b (up 4.5% from 2Q 2021). Net income: NT$194.0m (down 6.4% from 2Q 2021). Profit margin: 8.0% (down from 9.0% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jul 06
Investor sentiment deteriorated over the past week After last week's 16% share price decline to NT$25.35, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 13x in the Consumer Durables industry in Taiwan. Total returns to shareholders of 93% over the past three years. Upcoming Dividend • Jun 28
Upcoming dividend of NT$2.70 per share Eligible shareholders must have bought the stock before 05 July 2022. Payment date: 28 July 2022. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 8.8%. Within top quartile of Taiwanese dividend payers (6.3%). Higher than average of industry peers (4.5%). Aankondiging • Jun 19
Sampo Corporation Announces Dividend Distribution, Payable on July 28, 2022 Sampo Corporation announced dividend distribution of TWD 1,010,340,000 (TWD 2.700000 per share). Ex-rights (ex-dividend) trading date is July 5, 2022. Last date before book closure is July 6, 2022. Book closure starting date is July 7, 2022. Book closure ending date is July 11, 2022. Ex-rights (ex-dividend) record date is July 11, 2022. Cash dividend payment-date on July 28, 2022. Reported Earnings • May 15
First quarter 2022 earnings released: EPS: NT$0.50 (vs NT$0.50 in 1Q 2021) First quarter 2022 results: EPS: NT$0.50 (down from NT$0.50 in 1Q 2021). Revenue: NT$2.40b (up 14% from 1Q 2021). Net income: NT$181.5m (down 2.8% from 1Q 2021). Profit margin: 7.6% (down from 8.9% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Chiu Yung Huang was the last independent director to join the board, commencing their role in 2017. 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 • Mar 31
Full year 2021 earnings released: EPS: NT$4.52 (vs NT$4.86 in FY 2020) Full year 2021 results: EPS: NT$4.52 (down from NT$4.86 in FY 2020). Revenue: NT$8.90b (up 16% from FY 2020). Net income: NT$1.67b (down 7.1% from FY 2020). Profit margin: 19% (down from 23% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 15
Third quarter 2021 earnings released: EPS NT$3.25 (vs NT$3.78 in 3Q 2020) The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: NT$2.16b (up 4.0% from 3Q 2020). Net income: NT$1.20b (down 14% from 3Q 2020). Profit margin: 56% (down from 67% in 3Q 2020). 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 23% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 08
Upcoming dividend of NT$2.50 per share Eligible shareholders must have bought the stock before 15 September 2021. Payment date: 07 October 2021. Trailing yield: 8.1%. Within top quartile of Taiwanese dividend payers (5.2%). Higher than average of industry peers (4.0%). Reported Earnings • Aug 13
Second quarter 2021 earnings released: EPS NT$0.56 (vs NT$0.46 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$2.31b (up 10% from 2Q 2020). Net income: NT$207.3m (up 21% from 2Q 2020). Profit margin: 9.0% (up from 8.2% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 14
First quarter 2021 earnings released: EPS NT$0.50 (vs NT$0.32 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$2.11b (up 17% from 1Q 2020). Net income: NT$186.7m (up 56% from 1Q 2020). Profit margin: 8.9% (up from 6.6% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Reported Earnings • Mar 31
Full year 2020 earnings released: EPS NT$4.86 (vs NT$2.00 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$7.67b (up 7.8% from FY 2019). Net income: NT$1.80b (up 143% from FY 2019). Profit margin: 23% (up from 10% in FY 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 15
Third quarter 2020 earnings released: EPS NT$3.78 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$2.08b (up 17% from 3Q 2019). Net income: NT$1.40b (up NT$1.27b from 3Q 2019). Profit margin: 67% (up from 7.2% 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 38% 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 03
New 90-day high: NT$23.35 The company is up 2.0% from its price of NT$22.95 on 05 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 Consumer Durables industry, which is up 5.0% over the same period.