Upcoming Dividend • Mar 25
Upcoming dividend of NT$2.80 per share Eligible shareholders must have bought the stock before 01 April 2026. Payment date: 24 April 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (3.4%). Reported Earnings • Mar 12
Full year 2025 earnings released: EPS: NT$5.12 (vs NT$4.38 in FY 2024) Full year 2025 results: EPS: NT$5.12 (up from NT$4.38 in FY 2024). Revenue: NT$663.7m (up 13% from FY 2024). Net income: NT$125.8m (up 17% from FY 2024). Profit margin: 19% (in line with FY 2024). 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 7% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Mar 09
Provision Information Co.,Ltd., Annual General Meeting, Jun 04, 2026 Provision Information Co.,Ltd., Annual General Meeting, Jun 04, 2026. Location: 6-1 floor no,1, kuang fu s. rd., songshan district, taipei city Taiwan Declared Dividend • Mar 09
Dividend of NT$2.80 announced Shareholders will receive a dividend of NT$2.80. Ex-date: 1st April 2026 Payment date: 24th April 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Aankondiging • Mar 07
Provision Information Co.,Ltd. announces Annual dividend, payable on April 24, 2026 Provision Information Co.,Ltd. announced Annual dividend of TWD 2.8000 per share payable on April 24, 2026, ex-date on April 01, 2026 and record date on April 05, 2026. Reported Earnings • Nov 08
Third quarter 2025 earnings released: EPS: NT$1.48 (vs NT$0.80 in 3Q 2024) Third quarter 2025 results: EPS: NT$1.48 (up from NT$0.80 in 3Q 2024). Revenue: NT$163.5m (up 20% from 3Q 2024). Net income: NT$36.3m (up 86% from 3Q 2024). Profit margin: 22% (up from 14% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Aug 09
Second quarter 2025 earnings released: EPS: NT$1.78 (vs NT$1.09 in 2Q 2024) Second quarter 2025 results: EPS: NT$1.78 (up from NT$1.09 in 2Q 2024). Revenue: NT$170.0m (up 25% from 2Q 2024). Net income: NT$37.9m (up 63% from 2Q 2024). Profit margin: 22% (up from 17% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • May 08
First quarter 2025 earnings released: EPS: NT$0.93 (vs NT$1.37 in 1Q 2024) First quarter 2025 results: EPS: NT$0.93 (down from NT$1.37 in 1Q 2024). Revenue: NT$161.1m (up 8.2% from 1Q 2024). Net income: NT$19.8m (down 32% from 1Q 2024). Profit margin: 12% (down from 20% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year. Aankondiging • Apr 29
Provision Information Co.,Ltd. to Report Q1, 2025 Results on May 06, 2025 Provision Information Co.,Ltd. announced that they will report Q1, 2025 results on May 06, 2025 Upcoming Dividend • Mar 15
Upcoming dividend of NT$2.80 per share Eligible shareholders must have bought the stock before 20 March 2025. Payment date: 18 April 2025. Payout ratio and cash payout ratio are on the higher end at 98% and 83% respectively. Trailing yield: 6.0%. Within top quartile of Taiwanese dividend payers (4.5%). Higher than average of industry peers (2.0%). Buy Or Sell Opportunity • Mar 11
Now 20% undervalued Over the last 90 days, the stock has risen 12% to NT$83.20. The fair value is estimated to be NT$104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 9.5%. Declared Dividend • Feb 28
Dividend reduced to NT$2.80 Dividend of NT$2.80 is 44% lower than last year. Ex-date: 20th March 2025 Payment date: 18th April 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio). However, it is covered by cash flows (72% cash payout ratio). The dividend has increased by an average of 14% per year over the past 8 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 8.8% to bring the payout ratio under control, which is less than the 21% EPS growth achieved over the last 5 years. Aankondiging • Feb 19
Provision Information Co.,Ltd. to Report Fiscal Year 2024 Results on Feb 26, 2025 Provision Information Co.,Ltd. announced that they will report fiscal year 2024 results on Feb 26, 2025 Reported Earnings • Nov 18
Third quarter 2024 earnings released: EPS: NT$0.92 (vs NT$1.45 in 3Q 2023) Third quarter 2024 results: EPS: NT$0.92 (down from NT$1.45 in 3Q 2023). Revenue: NT$135.8m (down 23% from 3Q 2023). Net income: NT$19.6m (down 37% from 3Q 2023). Profit margin: 14% (down from 18% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year. Aankondiging • Oct 24
Provision Information Co.,Ltd. to Report Q3, 2024 Results on Oct 31, 2024 Provision Information Co.,Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024 Reported Earnings • Aug 17
Second quarter 2024 earnings released: EPS: NT$1.09 (vs NT$1.42 in 2Q 2023) Second quarter 2024 results: EPS: NT$1.09 (down from NT$1.42 in 2Q 2023). Revenue: NT$136.1m (down 16% from 2Q 2023). Net income: NT$23.3m (down 23% from 2Q 2023). Profit margin: 17% (down from 19% in 2Q 2023). 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 whereas the company’s share price has increased by 9% per year. Aankondiging • Jul 25
Provision Information Co.,Ltd. to Report Q2, 2024 Results on Aug 01, 2024 Provision Information Co.,Ltd. announced that they will report Q2, 2024 results on Aug 01, 2024 Aankondiging • Apr 27
Provision Information Co.,Ltd. to Report Q1, 2024 Results on May 02, 2024 Provision Information Co.,Ltd. announced that they will report Q1, 2024 results at 9:00 AM, Taipei Standard Time on May 02, 2024 Reported Earnings • Mar 17
Full year 2023 earnings released: EPS: NT$6.08 (vs NT$4.74 in FY 2022) Full year 2023 results: EPS: NT$6.08 (up from NT$4.74 in FY 2022). Revenue: NT$675.8m (up 30% from FY 2022). Net income: NT$129.5m (up 41% from FY 2022). Profit margin: 19% (up from 18% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Mar 14
Upcoming dividend of NT$5.00 per share Eligible shareholders must have bought the stock before 21 March 2024. Payment date: 19 April 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 5.0%. Within top quartile of Taiwanese dividend payers (4.8%). Higher than average of industry peers (2.5%). Aankondiging • Mar 07
Provision Information Co.,Ltd., Annual General Meeting, May 21, 2024 Provision Information Co.,Ltd., Annual General Meeting, May 21, 2024. Declared Dividend • Mar 02
Dividend increased to NT$5.00 Dividend of NT$5.00 is 32% higher than last year. Ex-date: 21st March 2024 Payment date: 19th April 2024 Dividend yield will be 4.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (70% cash payout ratio). The dividend has increased by an average of 12% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Aankondiging • Mar 01
Provision Information Co.,Ltd. Announces Cash Dividend, Payable on April 19, 2024 Provision Information Co.,Ltd. announced the cash dividend of TWD 106,456,250 (TWD 5 per share). Ex-rights (Ex-dividend) date: March 21, 2024. Ex-rights (Ex-dividend) record date: March 27, 2024. Payment date of cash dividend distribution: April 19, 2024. Reported Earnings • Nov 04
Third quarter 2023 earnings released: EPS: NT$1.45 (vs NT$1.18 in 3Q 2022) Third quarter 2023 results: EPS: NT$1.45 (up from NT$1.18 in 3Q 2022). Revenue: NT$175.3m (up 33% from 3Q 2022). Net income: NT$30.9m (up 33% from 3Q 2022). Profit margin: 18% (in line with 3Q 2022). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Aug 05
Second quarter 2023 earnings released: EPS: NT$1.42 (vs NT$0.89 in 2Q 2022) Second quarter 2023 results: EPS: NT$1.42 (up from NT$0.89 in 2Q 2022). Revenue: NT$160.9m (up 26% from 2Q 2022). Net income: NT$30.2m (up 85% from 2Q 2022). Profit margin: 19% (up from 13% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Aug 04
Provision Information Co.,Ltd. Appoints Stephanie, Chen as Chief Internal Auditor Provision Information Co.,Ltd. announced the appointment of Stephanie, Chen, Internal audit officer/Internal auditor of Copartner Tech Corp. as Chief internal auditor, effective August 3, 2023. Valuation Update With 7 Day Price Move • Jun 07
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to NT$103, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 27x in the Software industry in Taiwan. Total returns to shareholders of 137% over the past three years. Reported Earnings • May 14
First quarter 2023 earnings released: EPS: NT$1.48 (vs NT$1.03 in 1Q 2022) First quarter 2023 results: EPS: NT$1.48 (up from NT$1.03 in 1Q 2022). Revenue: NT$155.2m (up 34% from 1Q 2022). Net income: NT$31.6m (up 68% from 1Q 2022). Profit margin: 20% (up from 16% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • May 06
Provision Information Co.,Ltd. Appoints Jessie Lin as Corporate Governance Officer Provision Information Co.,Ltd. appointed Jessie Lin, Management Vice President as corporate governance officer. Effective date is May 4, 2023. Valuation Update With 7 Day Price Move • May 02
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to NT$99.00, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 23x in the Software industry in Taiwan. Total returns to shareholders of 259% over the past three years. Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to NT$88.60, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 20x in the Software industry in Taiwan. Total returns to shareholders of 232% over the past three years. Valuation Update With 7 Day Price Move • Mar 29
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to NT$67.90, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 19x in the Software industry in Taiwan. Total returns to shareholders of 143% over the past three years. Reported Earnings • Mar 18
Full year 2022 earnings released: EPS: NT$4.74 (vs NT$4.64 in FY 2021) Full year 2022 results: EPS: NT$4.74 (up from NT$4.64 in FY 2021). Revenue: NT$520.5m (up 12% from FY 2021). Net income: NT$92.1m (up 8.6% from FY 2021). Profit margin: 18% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Mar 16
Upcoming dividend of NT$3.80 per share at 5.3% yield Eligible shareholders must have bought the stock before 23 March 2023. Payment date: 25 April 2023. Payout ratio is on the higher end at 82% but the company is not cash flow positive. Trailing yield: 5.3%. Lower than top quartile of Taiwanese dividend payers (6.1%). Higher than average of industry peers (2.7%). Valuation Update With 7 Day Price Move • Feb 24
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to NT$68.80, the stock trades at a trailing P/E ratio of 16.9x. Average trailing P/E is 16x in the Software industry in Taiwan. Total returns to shareholders of 163% over the past three years. Buying Opportunity • Nov 22
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 1.7%. The fair value is estimated to be NT$63.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has grown by 19%. Reported Earnings • Nov 03
Third quarter 2022 earnings released: EPS: NT$1.18 (vs NT$1.07 in 3Q 2021) Third quarter 2022 results: EPS: NT$1.18 (up from NT$1.07 in 3Q 2021). Revenue: NT$131.8m (up 8.3% from 3Q 2021). Net income: NT$23.2m (up 19% from 3Q 2021). Profit margin: 18% (up from 16% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year. Aankondiging • Aug 19
Provision Information Co.,Ltd. announced that it has received TWD 150 million in funding On August 18, 2022, Provision Information Co.,Ltd. closed the transaction. Reported Earnings • Aug 04
Second quarter 2022 earnings released: EPS: NT$0.89 (vs NT$0.88 in 2Q 2021) Second quarter 2022 results: EPS: NT$0.89 (up from NT$0.88 in 2Q 2021). Revenue: NT$127.7m (up 16% from 2Q 2021). Net income: NT$16.3m (up 1.0% from 2Q 2021). Profit margin: 13% (down from 15% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Jul 15
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 11%. The fair value is estimated to be NT$66.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 28%. Buying Opportunity • Jun 16
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 12%. The fair value is estimated to be NT$76.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 28%. Reported Earnings • May 05
First quarter 2022 earnings: EPS and revenues exceed analyst expectations First quarter 2022 results: EPS: NT$1.03 (down from NT$1.14 in 1Q 2021). Revenue: NT$115.9m (up 14% from 1Q 2021). Net income: NT$18.9m (down 9.2% from 1Q 2021). Profit margin: 16% (down from 21% in 1Q 2021). Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 3.6%. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Apr 08
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 3.8%. The fair value is estimated to be NT$76.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 32%. Upcoming Dividend • Mar 17
Upcoming dividend of NT$3.80 per share Eligible shareholders must have bought the stock before 24 March 2022. Payment date: 22 April 2022. Payout ratio is on the higher end at 82%, and the cash payout ratio is above 100%. Trailing yield: 5.6%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.4%). Reported Earnings • Mar 07
Full year 2021 earnings: EPS and revenues exceed analyst expectations Full year 2021 results: EPS: NT$4.64 (up from NT$4.09 in FY 2020). Revenue: NT$464.2m (up 14% from FY 2020). Net income: NT$84.8m (up 13% from FY 2020). Profit margin: 18% (in line with FY 2020). Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 3.6%. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 35% per year. Valuation Update With 7 Day Price Move • Dec 10
Investor sentiment improved over the past week After last week's 16% share price gain to NT$69.30, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 18x in the Software industry in Taiwan. Total returns to shareholders of 125% over the past three years. Reported Earnings • Nov 13
Third quarter 2021 earnings released: EPS NT$1.07 (vs NT$0.96 in 3Q 2020) The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: NT$121.7m (up 8.2% from 3Q 2020). Net income: NT$19.6m (up 11% from 3Q 2020). Profit margin: 16% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Aug 13
Second quarter 2021 earnings released: EPS NT$0.88 (vs NT$0.91 in 2Q 2020) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: NT$110.4m (up 13% from 2Q 2020). Net income: NT$16.2m (down 2.5% from 2Q 2020). Profit margin: 15% (down from 17% 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 30% per year whereas the company’s share price has increased by 29% per year. Reported Earnings • May 15
First quarter 2021 earnings released: EPS NT$1.14 (vs NT$0.81 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$101.3m (up 14% from 1Q 2020). Net income: NT$20.8m (up 41% from 1Q 2020). Profit margin: 21% (up from 17% 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 30% per year whereas the company’s share price has increased by 32% per year. Valuation Update With 7 Day Price Move • Apr 15
Investor sentiment deteriorated over the past week After last week's 17% share price decline to NT$68.80, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 18x in the Software industry in Taiwan. Total returns to shareholders of 228% over the past three years. Valuation Update With 7 Day Price Move • Mar 30
Investor sentiment improved over the past week After last week's 16% share price gain to NT$70.20, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 18x in the Software industry in Taiwan. Total returns to shareholders of 275% over the past three years. Upcoming Dividend • Mar 19
Upcoming Dividend of NT$3.50 Per Share Will be paid on the 26th of April to those who are registered shareholders by the 26th of March. The trailing yield of 5.7% is in the top quartile of Taiwanese dividend payers (4.9%), and it is higher than industry peers (3.4%). Valuation Update With 7 Day Price Move • Mar 15
Investor sentiment improved over the past week After last week's 18% share price gain to NT$58.50, the stock trades at a trailing P/E ratio of 14.3x, up from the previous P/E ratio of 12.1x. Average P/E is 17x in the Software industry in Taiwan. Total returns to shareholders over the past three years are 203%. Aankondiging • Mar 10
Provision Information Co.,LTD, Annual General Meeting, May 28, 2021 Provision Information Co.,LTD, Annual General Meeting, May 28, 2021. Reported Earnings • Mar 10
Full year 2020 earnings released: EPS NT$4.09 (vs NT$2.78 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$408.3m (up 1.8% from FY 2019). Net income: NT$74.8m (up 73% from FY 2019). Profit margin: 18% (up from 11% 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 31% per year whereas the company’s share price has increased by 33% per year. Is New 90 Day High Low • Mar 09
New 90-day low: NT$49.50 The company is down 5.0% from its price of NT$52.00 on 09 December 2020. The Taiwanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 3.0% over the same period. Is New 90 Day High Low • Jan 29
New 90-day low: NT$49.80 The company is down 5.0% from its price of NT$52.60 on 30 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 1.0% over the same period. Is New 90 Day High Low • Nov 17
New 90-day high: NT$53.30 The company is up 3.0% from its price of NT$51.80 on 19 August 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 7.0% over the same period. Reported Earnings • Nov 14
Third quarter 2020 earnings released: EPS NT$0.96 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$112.5m (up 43% from 3Q 2019). Net income: NT$17.6m (up 258% from 3Q 2019). Profit margin: 16% (up from 6.3% in 3Q 2019). The increase in margin was driven by higher revenue. 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 28% per year, which means it is significantly lagging earnings growth.