Valuation Update With 7 Day Price Move • Jun 22
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to HK$1.17, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 10x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 154% over the past three years. New Risk • Jun 05
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (11% average weekly change). Profit margins are more than 30% lower than last year (4.1% net profit margin). Market cap is less than US$100m (HK$633.9m market cap, or US$80.9m). Valuation Update With 7 Day Price Move • Jun 01
Investor sentiment improves as stock rises 30% After last week's 30% share price gain to HK$1.05, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 10x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 126% over the past three years. Announcement • May 28
Alltronics Holdings Limited Declares Final Dividend for the Year Ended 31 December 2025 Alltronics Holdings Limited declares final dividend of HK3.0 cents per share for the year ended 31 December 2025. Declared Dividend • Apr 01
Final dividend of HK$0.03 announced Dividend of HK$0.03 is the same as last year. Ex-date: 8th June 2026 Payment date: 26th June 2026 Dividend yield will be 12%, which is higher than the industry average of 4.7%. Sustainability & Growth The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 33% to shift the payout ratio to a potentially unsustainable range, which is more than the 17% EPS decline seen over the last 5 years. Announcement • Mar 31
Alltronics Holdings Limited, Annual General Meeting, May 28, 2026 Alltronics Holdings Limited, Annual General Meeting, May 28, 2026, at 11:00 China Standard Time. Location: unit 408, 4/f, citicorp centre, 18 whitfield road, Hong Kong Announcement • Mar 13
Alltronics Holdings Limited to Report Fiscal Year 2025 Results on Mar 30, 2026 Alltronics Holdings Limited announced that they will report fiscal year 2025 results on Mar 30, 2026 Announcement • Dec 11
Alltronics Holdings Limited (SEHK:833) agreed to acquire 51% stake in Momentum Industrial (Vietnam) Limited from Momentum Innovation Limited for $2 million. Alltronics Holdings Limited (SEHK:833) agreed to acquire 51% stake in Momentum Industrial (Vietnam) Limited from Momentum Innovation Limited for $2 million on December 9, 2025. A cash consideration of $2 million will be paid by Alltronics Holdings Limited. As part of consideration, $2 million is paid towards common equity of Momentum Industrial (Vietnam) Limited.
The transaction is subject to consummation of due diligence investigation. The expected completion of the transaction is December 31, 2025. Announcement • Oct 02
Alltronics Holdings Limited (SEHK:833) entered into the Sale and Purchase Agreement to acquire 51% stake in Eme Limited from Hamish Joseph Cameron McAuley, Edwin McAuley, Alexander Edwin McAuley and Wong Hip Sang Sammy for HKD 43.5 million. Alltronics Holdings Limited (SEHK:833) entered into the Sale and Purchase Agreement to acquire 51% stake in Eme Limited from Hamish Joseph Cameron McAuley, Edwin McAuley, Alexander Edwin McAuley and Wong Hip Sang Sammy for HKD 43.5 million on September 30, 2025. HKD 15.75 million to be paid on the date of the Sale and Purchase Agreement. The transaction involves a deferred payment of HKD 15.75 million due three months post the Sale and Purchase Agreement. Additionally, a maximum deferred consideration of HKD 11.93 million is structured over six financial years, ending December 31, 2031. This amount is contingent on the Target Group's performance, specifically 50% of the consolidated net profit. If the accumulated net profit is below HKD 46.8 million the deferred consideration is reduced proportionally. No profit in a financial year means no deferred consideration for that year. The part of Consideration other than the Deferred Consideration will be satisfied by internal resources of the Group and the Deferred Consideration will be financed by the dividend payable by the Target Group as mentioned above. The Board is of the opinion that the Acquisition will not have any material adverse impact on the Group’s financial position or operations. Completion of the Acquisition is conditional upon the fulfillment in its sole and absolute discretion, being satisfied with the results of the legal and financial due diligence conducted in respect of the Target Group. Completion shall take place on or before October 31, 2025. Reported Earnings • Aug 31
First half 2025 earnings released: EPS: HK$0.087 (vs HK$0.076 in 1H 2024) First half 2025 results: EPS: HK$0.087 (up from HK$0.076 in 1H 2024). Revenue: HK$613.6m (up 16% from 1H 2024). Net income: HK$41.0m (up 13% from 1H 2024). Profit margin: 6.7% (down from 6.8% in 1H 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 8% per year. Declared Dividend • Aug 30
First half dividend of HK$0.03 announced Shareholders will receive a dividend of HK$0.03. Ex-date: 19th September 2025 Payment date: 23rd October 2025 Dividend yield will be 12%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Announcement • Aug 15
Alltronics Holdings Limited to Report First Half, 2025 Results on Aug 28, 2025 Alltronics Holdings Limited announced that they will report first half, 2025 results on Aug 28, 2025 Upcoming Dividend • Jun 02
Upcoming dividend of HK$0.03 per share Eligible shareholders must have bought the stock before 09 June 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 14%. Within top quartile of Hong Kong dividend payers (7.6%). Higher than average of industry peers (6.0%). Announcement • May 29
Alltronics Holdings Limited Approves Final Dividend for the Year Ended 31 December 2024 Alltronics Holdings Limited announced that at its AGM held on 29 May 2025, the shareholders approved final dividend of 3.0 HK cents per share for the year ended 31 December 2024. Reported Earnings • Apr 30
Full year 2024 earnings released: EPS: HK$0.13 (vs HK$0.23 in FY 2023) Full year 2024 results: EPS: HK$0.13 (down from HK$0.23 in FY 2023). Revenue: HK$1.07b (down 21% from FY 2023). Net income: HK$63.1m (down 42% from FY 2023). Profit margin: 5.9% (down from 8.0% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Declared Dividend • Mar 31
Final dividend of HK$0.03 announced Shareholders will receive a dividend of HK$0.03. Ex-date: 9th June 2025 Payment date: 27th June 2025 Dividend yield will be 12%, which is higher than the industry average of 4.7%. Sustainability & Growth The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 45% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 30
Full year 2024 earnings released: EPS: HK$0.13 (vs HK$0.23 in FY 2023) Full year 2024 results: EPS: HK$0.13 (down from HK$0.23 in FY 2023). Revenue: HK$1.07b (down 21% from FY 2023). Net income: HK$63.1m (down 42% from FY 2023). Profit margin: 5.9% (down from 8.0% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Announcement • Mar 28
Alltronics Holdings Limited, Annual General Meeting, May 28, 2025 Alltronics Holdings Limited, Annual General Meeting, May 28, 2025, at 11:00 China Standard Time. Location: unit 408, 4/f, citicorp centre, 18 whitfield road, Hong Kong Buy Or Sell Opportunity • Mar 13
Now 20% undervalued Over the last 90 days, the stock has risen 2.1% to HK$0.48. The fair value is estimated to be HK$0.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 17% over the last 3 years. Earnings per share has grown by 5.7%. Buy Or Sell Opportunity • Oct 25
Now 24% undervalued Over the last 90 days, the stock has risen 5.6% to HK$0.47. The fair value is estimated to be HK$0.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 17% over the last 3 years. Earnings per share has grown by 5.7%. Buy Or Sell Opportunity • Oct 09
Now 26% undervalued after recent price drop Over the last 90 days, the stock has fallen 9.8% to HK$0.46. The fair value is estimated to be HK$0.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 17% over the last 3 years. Earnings per share has grown by 5.7%. Reported Earnings • Sep 29
First half 2024 earnings released: EPS: HK$0.076 (vs HK$0.11 in 1H 2023) First half 2024 results: EPS: HK$0.076 (down from HK$0.11 in 1H 2023). Revenue: HK$527.5m (down 28% from 1H 2023). Net income: HK$36.1m (down 31% from 1H 2023). Profit margin: 6.8% (down from 7.2% in 1H 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings. Declared Dividend • Aug 31
First half dividend of HK$0.03 announced Shareholders will receive a dividend of HK$0.03. Ex-date: 20th September 2024 Payment date: 24th October 2024 Dividend yield will be 11%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (10% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 52% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Buy Or Sell Opportunity • Aug 22
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 16% to HK$0.42. The fair value is estimated to be HK$0.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years, while earnings per share has been flat. Announcement • Aug 15
Alltronics Holdings Limited to Report Q2, 2024 Results on Aug 29, 2024 Alltronics Holdings Limited announced that they will report Q2, 2024 results on Aug 29, 2024 New Risk • Jul 08
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (HK$222.3m market cap, or US$28.5m). Buy Or Sell Opportunity • Jun 03
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 9.1% to HK$0.60. The fair value is estimated to be HK$0.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years, while earnings per share has been flat. Upcoming Dividend • May 31
Upcoming dividend of HK$0.02 per share Eligible shareholders must have bought the stock before 07 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 8.0%. Within top quartile of Hong Kong dividend payers (7.6%). Higher than average of industry peers (4.2%). Reported Earnings • Mar 30
Full year 2023 earnings released: EPS: HK$0.23 (vs HK$0.24 in FY 2022) Full year 2023 results: EPS: HK$0.23 (down from HK$0.24 in FY 2022). Revenue: HK$1.35b (down 22% from FY 2022). Net income: HK$108.4m (down 3.2% from FY 2022). Profit margin: 8.0% (up from 6.5% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings. Announcement • Mar 29
Alltronics Holdings Limited, Annual General Meeting, Jun 03, 2024 Alltronics Holdings Limited, Annual General Meeting, Jun 03, 2024, at 11:00 China Standard Time. Location: Unit 408, 4/F, Citicorp Centre, 18 Whitfield Road, Hong Kong Hong Kong Announcement • Mar 28
Alltronics Holdings Limited Proposes Final Dividend for the Year Ended 31 December 2023, Payable on 28 June 2024 Alltronics Holdings Limited proposed final dividend for the year ended 31 December 2023 of HKD 0.02 per share with Ex-dividend date 07 June 2024; Record date: 14 June 2024; Payment date: 28 June 2024. Announcement • Mar 15
Alltronics Holdings Limited to Report Fiscal Year 2023 Results on Mar 28, 2024 Alltronics Holdings Limited announced that they will report fiscal year 2023 results on Mar 28, 2024 Buy Or Sell Opportunity • Mar 12
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 25% to HK$0.60. The fair value is estimated to be HK$0.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.3% over the last 3 years. Meanwhile, the company has become profitable. New Risk • Dec 12
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Hong Kong stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (HK$302.8m market cap, or US$38.8m). New Risk • Oct 19
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (HK$378.4m market cap, or US$48.4m). Upcoming Dividend • Sep 18
Upcoming dividend of HK$0.02 per share at 6.8% yield Eligible shareholders must have bought the stock before 25 September 2023. Payment date: 26 October 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 6.8%. Lower than top quartile of Hong Kong dividend payers (7.9%). Higher than average of industry peers (3.7%). Reported Earnings • Sep 01
First half 2023 earnings released: EPS: HK$0.11 (vs HK$0.085 in 1H 2022) First half 2023 results: EPS: HK$0.11 (up from HK$0.085 in 1H 2022). Revenue: HK$729.2m (down 15% from 1H 2022). Net income: HK$52.2m (up 29% from 1H 2022). Profit margin: 7.2% (up from 4.7% in 1H 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings. Announcement • Aug 16
Alltronics Holdings Limited to Report First Half, 2023 Results on Aug 30, 2023 Alltronics Holdings Limited announced that they will report first half, 2023 results on Aug 30, 2023 Upcoming Dividend • May 30
Upcoming dividend of HK$0.02 per share at 6.3% yield Eligible shareholders must have bought the stock before 06 June 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 6.3%. Lower than top quartile of Hong Kong dividend payers (7.8%). Higher than average of industry peers (3.4%). Reported Earnings • Mar 31
Full year 2022 earnings released: EPS: HK$0.24 (vs HK$0.15 in FY 2021) Full year 2022 results: EPS: HK$0.24 (up from HK$0.15 in FY 2021). Revenue: HK$1.73b (up 4.6% from FY 2021). Net income: HK$112.1m (up 62% from FY 2021). Profit margin: 6.5% (up from 4.2% 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 95% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. 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. 5 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Non-Executive Director Kam Sui Lin 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. Announcement • Nov 01
Alltronics Holdings Limited Announces Fan, William Chung Yue Has Resigned as A Non-Executive Director of the Company with Effect from 29 October 2022 Alltronics Holdings Limited announces that Mr. Fan, William Chung Yue ("Mr. Fan"), in pursuit of his retirement plan, has resigned as a non-executive Director of the Company with effect from 29 October 2022. Mr. Fan has confirmed that he has no disagreement with the Board and there are no other matters relating to his resignation that need to be brought to the attention of The Stock Exchange of Hong Kong Limited and the shareholders of the Company. Buying Opportunity • Oct 06
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 28%. The fair value is estimated to be HK$0.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Upcoming Dividend • Sep 19
Upcoming dividend of HK$0.01 per share Eligible shareholders must have bought the stock before 26 September 2022. Payment date: 28 October 2022. Payout ratio is a comfortable 15% but the company is paying out more than the cash it is generating. Trailing yield: 7.7%. Lower than top quartile of Hong Kong dividend payers (8.3%). Higher than average of industry peers (4.3%). Reported Earnings • Sep 01
First half 2022 earnings released: EPS: HK$0.043 (vs HK$0.051 in 1H 2021) First half 2022 results: EPS: HK$0.043 (down from HK$0.051 in 1H 2021). Revenue: HK$857.5m (flat on 1H 2021). Net income: HK$40.4m (down 16% from 1H 2021). Profit margin: 4.7% (down from 5.6% in 1H 2021). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Announcement • Sep 01
Alltronics Holdings Limited Declares Interim Dividend for the Six Months Ended 30 June 2022, Payable on or About 28 October 2022 Alltronics Holdings Limited declared an interim dividend of HK 1.0 cent per ordinary share for the six months ended 30 June 2022, payable on or about 28 October 2022, to the shareholders whose names appear on the register of members of the Company on 30 September 2022. The register of members of the Company will be closed from 28 September 2022 to 30 September 2022, both days inclusive, during which period no transfer of shares will beregistered. Ex-dividend date is 26 September 2022. Announcement • Aug 17
Alltronics Holdings Limited to Report First Half, 2022 Results on Aug 30, 2022 Alltronics Holdings Limited announced that they will report first half, 2022 results on Aug 30, 2022 Recent Insider Transactions • Jun 10
Founder & Executive Chairman recently bought HK$104k worth of stock On the 8th of June, Yin Kee Lam bought around 347k shares on-market at roughly HK$0.30 per share. This was the largest purchase by an insider in the last 3 months. This was Yin Kee's only on-market trade for the last 12 months. 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. 3 experienced directors. 6 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Non-Executive Director Kam Sui Lin 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 • Apr 01
Full year 2021 earnings released: EPS: HK$0.073 (vs HK$0.13 in FY 2020) Full year 2021 results: EPS: HK$0.073 (down from HK$0.13 in FY 2020). Revenue: HK$1.66b (down 25% from FY 2020). Net income: HK$69.3m (down 43% from FY 2020). Profit margin: 4.2% (down from 5.6% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 38% per year, which means it is significantly lagging earnings. Announcement • Apr 01
Alltronics Holdings Limited Does Not Recommend the Payment of Any Final Dividend for the Year Ended 31 December 2021 Alltronics Holdings Limited does not recommend the payment of any final dividend for the year ended 31 December 2021 (2020: Final dividend of HKD 2.0 cents per ordinary share). Announcement • Nov 24
Alltronics Holdings Limited Provides Earnings Guidance for the Nine Months Ended September 30, 2021 Alltronics Holdings Limited provided earnings guidance for the nine months ended September 30, 2021. The board of directors of the Company wishes to inform the shareholders of the Company (the "Shareholders") and potential investors that based on the information currently available and upon the preliminary review of the unaudited consolidated management accounts of the Group (the "Management Accounts") for the nine months period ended 30 September 2021 (the "Period"), which have not been audited or reviewed by the independent auditor and the Audit Committee of the Company, the Group expects to record a decrease in its revenue by approximately HKD 330 million (or approximately 20%) during the Period as compared to the corresponding period in 2020. The decrease in revenue was mainly attributable to the decrease in sales revenue from electrostatic disinfectant sprayer products during the Period. The demand for these products during the second half of 2020 surged unexpectedly due to the outbreak of the COVID-19, but similar acute growth momentum could not be maintained during the second half of 2021. In view of the expected decrease in the sales revenue from electrostatic disinfectant sprayer products, the Group expects the total sales revenue for the year ending 31 December 2021 will decrease by approximately 30%. As a result of the expected decrease in sales revenue, the Group also expects that the net profit for the year ending 31 December 2021 will deteriorate and may decrease by approximately 30% to 40% as compared to the net profit forthe year ended 31 December 2020. The Group expects to record an unaudited consolidated net profit for the year ending 31 December 2021 of approximately HKD 77 million to HKD 90 million as compared to the audited consolidated net profit for the year ended 31 December 2020 of approximately HKD 128 million. Upcoming Dividend • Sep 17
Upcoming dividend of HK$0.01 per share Eligible shareholders must have bought the stock before 24 September 2021. Payment date: 28 October 2021. Trailing yield: 9.1%. Within top quartile of Hong Kong dividend payers (6.7%). Higher than average of industry peers (2.0%). Reported Earnings • Sep 03
First half 2021 earnings released: EPS HK$0.051 (vs HK$0.045 in 1H 2020) The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2021 results: Revenue: HK$860.4m (up 19% from 1H 2020). Net income: HK$48.1m (up 14% from 1H 2020). Profit margin: 5.6% (down from 5.9% in 1H 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 40% per year, which means it is significantly lagging earnings. Upcoming Dividend • Jun 01
Upcoming dividend of HK$0.02 per share Eligible shareholders must have bought the stock before 08 June 2021. Payment date: 29 June 2021. Trailing yield: 10%. Within top quartile of Hong Kong dividend payers (6.0%). Higher than average of industry peers (1.7%). Reported Earnings • Apr 25
Full year 2020 earnings released: EPS HK$0.13 (vs HK$0.35 loss in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: HK$2.20b (up 75% from FY 2019). Net income: HK$122.4m (up HK$457.9m from FY 2019). Profit margin: 5.6% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 45% per year, which means it has not declined as severely as earnings. Reported Earnings • Apr 01
Full year 2020 earnings released: EPS HK$0.13 (vs HK$0.35 loss in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: HK$2.20b (up 75% from FY 2019). Net income: HK$122.4m (up HK$457.9m from FY 2019). Profit margin: 5.6% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 43% per year, which means it has not declined as severely as earnings. Announcement • Mar 23
Alltronics Holdings Limited Provides Financial Guidance for the Year Ended 31 December 2020 Alltronics Holdings Limited provided financial guidance for the year ended 31 December 2020. The Group is expected to record a net profit of approximately HKD 20 million for the year ended 31 December 2020, as compared with a net loss of approximately HKD 260 million recorded for the year ended 31 December 2019. Announcement • Mar 16
Alltronics Holdings Limited to Report Fiscal Year 2020 Results on Mar 30, 2021 Alltronics Holdings Limited announced that they will report fiscal year 2020 results on Mar 30, 2021 Is New 90 Day High Low • Mar 11
New 90-day low: HK$0.40 The company is down 17% from its price of HK$0.48 on 11 December 2020. The Hong Kong market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 15% over the same period. Is New 90 Day High Low • Jan 28
New 90-day low: HK$0.46 The company is down 8.0% from its price of HK$0.50 on 30 October 2020. The Hong Kong market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 37% over the same period. Is New 90 Day High Low • Jan 06
New 90-day high: HK$0.56 The company is up 8.0% from its price of HK$0.52 on 08 October 2020. The Hong Kong market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 26% over the same period. Is New 90 Day High Low • Nov 30
New 90-day low: HK$0.49 The company is down 16% from its price of HK$0.58 on 01 September 2020. The Hong Kong market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 26% over the same period. Recent Insider Transactions • Oct 08
Founder & Chairman recently bought HK$260k worth of stock On the 6th of October, Yin Kee Lam bought around 500k shares on-market at roughly HK$0.52 per share. This was the largest purchase by an insider in the last 3 months. Yin Kee has been a buyer over the last 12 months, purchasing a net total of HK$460k worth in shares. Reported Earnings • Sep 24
First half earnings released Over the last 12 months the company has reported total losses of HK$202.9m, with losses widening by HK$169.8m from the prior year. Total revenue was HK$1.35b over the last 12 months, up 2.6% from the prior year.