TES Touch Embedded Solutions (Xiamen)（003019）株式概要TES Touch Embedded Solutions (Xiamen) Co., Ltd.はJDM/ODM企業で、タッチスクリーン製品の研究、開発、設計、製造、販売を台湾内外で行っている。 詳細003019 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績2/6財務の健全性4/6配当金2/6報酬株価収益率（ 37.1 x） CN市場（ 50.8 x）を下回っています。リスク分析1.35%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る003019 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCN¥Current PriceCN¥36.9735.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture04b2016201920222025202620282031Revenue CN¥4.3bEarnings CN¥298.6mAdvancedSet Fair ValueView all narrativesTES Touch Embedded Solutions (Xiamen) Co., Ltd. 競合他社Zenner Metering Technology (Shanghai)Symbol: SZSE:301303Market cap: CN¥5.9bXiamen Sinic-Tek Intelligent TechnologySymbol: SZSE:301568Market cap: CN¥6.4bJutze Intelligence TechnologyLtdSymbol: SZSE:300802Market cap: CN¥6.3bNanJing GOVA TechnologySymbol: SHSE:688539Market cap: CN¥7.2b価格と性能株価の高値、安値、推移の概要TES Touch Embedded Solutions (Xiamen)過去の株価現在の株価CN¥36.9752週高値CN¥44.1052週安値CN¥28.55ベータ0.321ヶ月の変化4.29%3ヶ月変化17.93%1年変化20.50%3年間の変化91.65%5年間の変化86.01%IPOからの変化44.60%最新ニュースReported Earnings • Apr 30First quarter 2026 earnings released: EPS: CN¥0.16 (vs CN¥0.28 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.16 (down from CN¥0.28 in 1Q 2025). Revenue: CN¥584.3m (down 6.0% from 1Q 2025). Net income: CN¥27.7m (down 44% from 1Q 2025). Profit margin: 4.7% (down from 8.0% 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 4% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.お知らせ • Mar 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026Reported Earnings • Mar 19Full year 2025 earnings released: EPS: CN¥1.13 (vs CN¥1.11 in FY 2024)Full year 2025 results: EPS: CN¥1.13 (up from CN¥1.11 in FY 2024). Revenue: CN¥2.52b (up 14% from FY 2024). Net income: CN¥194.2m (up 3.2% from FY 2024). Profit margin: 7.7% (down from 8.5% 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 8% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Mar 18TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that it expects to receive CNY 925 million in fundingTES Touch Embedded Solutions (Xiamen) Co., Ltd. announced a private placement to issue 53,033,440 A Shares for the proceeds of CNY 925,000,000 on March 17, 2026. Issue price shall not be less than 80% of the average price in the 20 trading days before the pricing reference date. Transaction involves participation of not more than 35 investors. The shares cannot be transferred within 6 months from the issuance closing date. Transaction is approved by board of directors at 16th Meeting of the Company’s 3rd Directorate and is still subject to approval of Company’s Shareholders, the Shenzhen Stock Exchange, and the China Securities Regulatory Commission.お知らせ • Mar 17TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, Apr 07, 2026TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, Apr 07, 2026, at 16:00 China Standard Time. Location: The Company's Meeting Room, Xiamen, Fujian Chinaお知らせ • Dec 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Fiscal Year 2025 Results on Mar 18, 2026TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report fiscal year 2025 results on Mar 18, 2026最新情報をもっと見るRecent updatesReported Earnings • Apr 30First quarter 2026 earnings released: EPS: CN¥0.16 (vs CN¥0.28 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.16 (down from CN¥0.28 in 1Q 2025). Revenue: CN¥584.3m (down 6.0% from 1Q 2025). Net income: CN¥27.7m (down 44% from 1Q 2025). Profit margin: 4.7% (down from 8.0% 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 4% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.お知らせ • Mar 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026Reported Earnings • Mar 19Full year 2025 earnings released: EPS: CN¥1.13 (vs CN¥1.11 in FY 2024)Full year 2025 results: EPS: CN¥1.13 (up from CN¥1.11 in FY 2024). Revenue: CN¥2.52b (up 14% from FY 2024). Net income: CN¥194.2m (up 3.2% from FY 2024). Profit margin: 7.7% (down from 8.5% 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 8% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Mar 18TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that it expects to receive CNY 925 million in fundingTES Touch Embedded Solutions (Xiamen) Co., Ltd. announced a private placement to issue 53,033,440 A Shares for the proceeds of CNY 925,000,000 on March 17, 2026. Issue price shall not be less than 80% of the average price in the 20 trading days before the pricing reference date. Transaction involves participation of not more than 35 investors. The shares cannot be transferred within 6 months from the issuance closing date. Transaction is approved by board of directors at 16th Meeting of the Company’s 3rd Directorate and is still subject to approval of Company’s Shareholders, the Shenzhen Stock Exchange, and the China Securities Regulatory Commission.お知らせ • Mar 17TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, Apr 07, 2026TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, Apr 07, 2026, at 16:00 China Standard Time. Location: The Company's Meeting Room, Xiamen, Fujian Chinaお知らせ • Dec 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Fiscal Year 2025 Results on Mar 18, 2026TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report fiscal year 2025 results on Mar 18, 2026お知らせ • Oct 28TES TEC Debuts At Embedded World North America 2025 with Robust Interactive Outdoor Display SolutionsTES TEC will debut its pioneering intelligent interactive displays at Embedded World North America 2025. As global infrastructure increasingly relies on smart, connected technology, the demand for reliable, high-performance embedded solutions in challenging outdoor environments isaring. TES TEC's rugged displays are engineered to meet this demand, making them ideally suited for critical deployments in the rapidly expanding EV Charging Station, outdoor delivery locker, and Quick Service Restaurant (QSR) drive-thru markets, as well as other demanding outdoor applications. At Booth #5069 (a joint exhibit with GIGAIPC), TES TEC will feature its APM Series of semi-outdoor, open-frame touch monitors: APM-100 (10.1"): Features 1500 nits brightness for clear visibility, IP66 and IK09 ratings for superb reliability, and a wide operating temperature range of 20degC to 60degC. Includes a smart light sensor and multiple touch modes (glove/glass support). APM-15 (15.6") & APM-22 (21.5"): Offer 1000 nits brightness, AG/AF/Anti-UV protection, IP65 and IK08 ratings, and the same wide 20degC to 60deg C temperature range. Both models also feature hassle-free setup via an on-screen display.Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.29 (vs CN¥0.20 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.29 (up from CN¥0.20 in 3Q 2024). Revenue: CN¥669.1m (up 20% from 3Q 2024). Net income: CN¥44.0m (up 35% from 3Q 2024). Profit margin: 6.6% (up from 5.9% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.お知らせ • Sep 30TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025New Risk • Aug 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.1% 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 Dividend is not well covered by cash flows (110% cash payout ratio). Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥36.40, the stock trades at a trailing P/E ratio of 36.4x. Average trailing P/E is 57x in the Electronic industry in China. Total returns to shareholders of 72% over the past three years.お知らせ • Jul 02TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report First Half, 2025 Results on Aug 27, 2025TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report first half, 2025 results on Aug 27, 2025New Risk • May 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (93% cash payout ratio). Large one-off items impacting financial results.お知らせ • Apr 29TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2025TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2025, at 16:00 China Standard Time.New Risk • Apr 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.8% 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 (8.8% average weekly change).Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥28.48, the stock trades at a trailing P/E ratio of 21.2x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 76% over the past three years.お知らせ • Mar 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥37.30, the stock trades at a trailing P/E ratio of 27.8x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 123% over the past three years.分析記事 • Feb 24TES Touch Embedded Solutions (Xiamen) Co., Ltd.'s (SZSE:003019) Share Price Boosted 27% But Its Business Prospects Need A Lift TooTES Touch Embedded Solutions (Xiamen) Co., Ltd. ( SZSE:003019 ) shareholders have had their patience rewarded with a...Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥29.85, the stock trades at a trailing P/E ratio of 22.3x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 51% over the past three years.Buy Or Sell Opportunity • Jan 14Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 2.5% to CN¥23.96. The fair value is estimated to be CN¥19.41, 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 grown by 7.3%.分析記事 • Jan 04TES Touch Embedded Solutions (Xiamen) (SZSE:003019) Might Be Having Difficulty Using Its Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...お知らせ • Dec 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025分析記事 • Nov 25Does TES Touch Embedded Solutions (Xiamen) (SZSE:003019) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Nov 06TES Touch Embedded Solutions (Xiamen)'s (SZSE:003019) Profits Appear To Have Quality IssuesThe market shrugged off TES Touch Embedded Solutions (Xiamen) Co., Ltd.'s ( SZSE:003019 ) solid earnings report. We...Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.20 (vs CN¥0.26 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.20 (down from CN¥0.26 in 3Q 2023). Revenue: CN¥556.8m (up 71% from 3Q 2023). Net income: CN¥32.7m (down 25% from 3Q 2023). Profit margin: 5.9% (down from 13% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥26.79, the stock trades at a trailing P/E ratio of 19.5x. Average trailing P/E is 43x in the Electronic industry in China. Total returns to shareholders of 54% over the past three years.お知らせ • Sep 30TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024New Risk • Sep 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.6% 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 (6.6% average weekly change).New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.分析記事 • Jul 18TES Touch Embedded Solutions (Xiamen) (SZSE:003019) Has A Rock Solid Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Jul 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥22.87, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 39x in the Electronic industry in China. Total returns to shareholders of 25% over the past three years.お知らせ • Jun 29TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024New Risk • Jun 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.5% 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 (3.5% increase in shares outstanding).分析記事 • Jun 05TES Touch Embedded Solutions (Xiamen)'s (SZSE:003019) Dividend Is Being Reduced To CN¥0.45TES Touch Embedded Solutions (Xiamen) Co., Ltd. ( SZSE:003019 ) has announced that on 11th of June, it will be paying a...Declared Dividend • Jun 05Dividend of CN¥0.45 announcedShareholders will receive a dividend of CN¥0.45. Ex-date: 11th June 2024 Payment date: 11th June 2024 Dividend yield will be 1.7%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 3 years. However, payments have been volatile during that time. Earnings per share has grown by 5.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • May 07Now 21% undervaluedOver the last 90 days, the stock has risen 76% to CN¥28.68. The fair value is estimated to be CN¥36.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 18%.分析記事 • May 06Improved Earnings Required Before TES Touch Embedded Solutions (Xiamen) Co., Ltd. (SZSE:003019) Stock's 26% Jump Looks JustifiedTES Touch Embedded Solutions (Xiamen) Co., Ltd. ( SZSE:003019 ) shares have continued their recent momentum with a 26...Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥29.00, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 40x in the Electronic industry in China. Total returns to shareholders of 54% over the past three years.分析記事 • May 05TES Touch Embedded Solutions (Xiamen)'s (SZSE:003019) Soft Earnings Are Actually Better Than They AppearThe market was pleased with the recent earnings report from TES Touch Embedded Solutions (Xiamen) Co., Ltd...お知らせ • Apr 30TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2024TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2024, at 16:00 China Standard Time. Location: The Company's Meeting Room, Xiamen, Fujian ChinaReported Earnings • Apr 29First quarter 2024 earnings released: EPS: CN¥0.40 (vs CN¥0.24 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.40 (up from CN¥0.24 in 1Q 2023). Revenue: CN¥641.0m (up 76% from 1Q 2023). Net income: CN¥65.3m (up 73% from 1Q 2023). Profit margin: 10% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 30TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024分析記事 • Mar 25TES Touch Embedded Solutions (Xiamen) (SZSE:003019) Is Reinvesting At Lower Rates Of ReturnWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥23.39, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 39x in the Electronic industry in China. Total returns to shareholders of 11% over the past three years.分析記事 • Mar 04There's No Escaping TES Touch Embedded Solutions (Xiamen) Co., Ltd.'s (SZSE:003019) Muted Earnings Despite A 32% Share Price RiseTES Touch Embedded Solutions (Xiamen) Co., Ltd. ( SZSE:003019 ) shareholders are no doubt pleased to see that the share...お知らせ • Feb 23TES Touch Embedded Solutions (Xiamen) Co., Ltd. (SZSE:003019) announces an Equity Buyback for CNY 161.57 million worth of its shares.TES Touch Embedded Solutions (Xiamen) Co., Ltd. (SZSE:003019) announces a share repurchase program. Under the program, the company will repurchase up to its A shares for a total of CNY 161.57 million. The shares will be purchased at a price not exceeding CNY 22 per share. The repurchased shares will be used for the implementation of ESOP or equity incentive plan. The program will be valid for 6 months from the commencement date.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥15.75, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 34x in the Electronic industry in China. Total loss to shareholders of 27% over the past three years.お知らせ • Dec 29TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Fiscal Year 2023 Results on Apr 29, 2024TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report fiscal year 2023 results on Apr 29, 2024Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: CN¥0.27 (vs CN¥0.53 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.27 (down from CN¥0.53 in 3Q 2022). Revenue: CN¥326.3m (down 31% from 3Q 2022). Net income: CN¥43.5m (down 49% from 3Q 2022). Profit margin: 13% (down from 18% in 3Q 2022). The decrease in margin was driven by lower revenue.Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.48 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.26 (down from CN¥0.48 in 2Q 2022). Revenue: CN¥313.4m (down 36% from 2Q 2022). Net income: CN¥43.5m (down 44% from 2Q 2022). Profit margin: 14% (down from 16% in 2Q 2022). The decrease in margin was driven by lower revenue.お知らせ • Jun 08TES Touch Embedded Solutions (Xiamen) Co., Ltd. Announces Final Cash Dividend on A Shares for the Year 2022, Payable on June 14, 2023TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced final cash dividend of CNY 8.00 per 10 shares on A shares for the year 2022. Record date is June 13, 2023, Ex-Date is June 14, 2023 and Payment Date is June 14, 2023.お知らせ • May 24TES Touch Embedded Solutions (Xiamen) Co., Ltd. Approves 2022 Profit Distribution PlanTES Touch Embedded Solutions (Xiamen) Co., Ltd. at its Annual General Meeting of 2022, held on 19 May 2023 approved 2022 profit distribution plan. Cash dividend/10 shares (tax included): CNY 8.00000000.Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.40 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.26 (down from CN¥0.40 in 1Q 2022). Revenue: CN¥364.3m (down 28% from 1Q 2022). Net income: CN¥37.8m (down 36% from 1Q 2022). Profit margin: 10% (down from 12% in 1Q 2022). The decrease in margin was driven by lower revenue.Buying Opportunity • Apr 25Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 1.9%. The fair value is estimated to be CN¥29.71, 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 11%.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Director Guo Lili was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jun 23TES Touch Embedded Solutions (Xiamen) Co., Ltd. Announces 2021 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 28 June 2022TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced 2021 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 4.50000000. Record date: 27 June 2022. Ex-date: 28 June 2022. Payment date: 28 June 2022.お知らせ • May 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. Approves Final Cash Dividend for the Year 2021TES Touch Embedded Solutions (Xiamen) Co., Ltd. approved final cash dividend of CNY 4.50000000 per 10 shares (tax included) for the year 2021, at its Annual General Meeting of 2021 on 27 May 2022.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥26.40, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Electronic industry in China. Total returns to shareholders of 2.7% over the past year.お知らせ • Apr 16TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2022TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2022, at 15:00 China Standard Time. Agenda: To consider and approve the 2021 annual report and its summary; 2021 work report of the board of directors; 2021 work report of the supervisory committee; 2021 annual accounts; 2021 profit distribution plan; and to discuss other matters.Reported Earnings • Apr 16Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥1.18 (up from CN¥1.13 in FY 2020). Revenue: CN¥1.59b (up 33% from FY 2020). Net income: CN¥150.9m (up 36% from FY 2020). Profit margin: 9.5% (in line with FY 2020). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 5.6%. Over the next year, revenue is forecast to grow 13%, compared to a 23% growth forecast for the industry in China.Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥35.54, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 30x in the Electronic industry in China. Total loss to shareholders of 9.4% over the past year.Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improved over the past weekAfter last week's 29% share price gain to CN¥32.21, the stock trades at a trailing P/E ratio of 32.5x. Average trailing P/E is 37x in the Electronic industry in China.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.37 (vs CN¥0.24 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥437.0m (up 63% from 3Q 2020). Net income: CN¥47.6m (up 106% from 3Q 2020). Profit margin: 11% (up from 8.6% in 3Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Aug 30Second quarter 2021 earnings released: EPS CN¥0.29 (vs CN¥0.24 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥386.9m (up 44% from 2Q 2020). Net income: CN¥37.0m (up 60% from 2Q 2020). Profit margin: 9.6% (up from 8.6% in 2Q 2020). The increase in margin was driven by higher revenue.お知らせ • Feb 24TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Fiscal Year 2020 Results on Apr 13, 2021TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report fiscal year 2020 results on Apr 13, 2021Valuation Update With 7 Day Price Move • Nov 27Market pulls back on stock over the past weekAfter last week's 16% share price decline to CN¥37.92, the stock is trading at a trailing P/E ratio of 24.6x, down from the previous P/E ratio of 29.4x. This compares to an average P/E of 45x in the Electronic industry in China.株主還元003019CN ElectronicCN 市場7D5.6%-0.9%-2.4%1Y20.5%111.8%33.8%株主還元を見る業界別リターン: 003019過去 1 年間で111.8 % の収益を上げたCN Electronic業界を下回りました。リターン対市場: 003019は、過去 1 年間で33.8 % のリターンを上げたCN市場を下回りました。価格変動Is 003019's price volatile compared to industry and market?003019 volatility003019 Average Weekly Movement6.5%Electronic Industry Average Movement7.5%Market Average Movement6.4%10% most volatile stocks in CN Market10.0%10% least volatile stocks in CN Market4.2%安定した株価: 003019 、 CN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 003019の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20151,210Mingfang Liwww.tes-tec.comTES Touch Embedded Solutions (Xiamen) Co., Ltd.はJDM/ODM企業で、台湾及び海外でタッチスクリーン製品の研究、開発、設計、製造、販売を行っている。同社の製品には、オープンフレームモニター、タッチディスプレイモジュール、デスクトップモニター、パネルPC/AiOシステム、KIOSK/SCO、デジタルサイネージソリューション、ボックスPC、PCBAなどがある。産業、ビジネス、ホスピタリティ、医療、金融、小売POSなどの分野で、スマートリテール、デジタルサイネージ、ヘルスケア、金融、組み込みアプリケーション向けの製品を提供している。同社は2015年に設立され、中国のアモイに本社を置いている。もっと見るTES Touch Embedded Solutions (Xiamen) Co., Ltd. 基礎のまとめTES Touch Embedded Solutions (Xiamen) の収益と売上を時価総額と比較するとどうか。003019 基礎統計学時価総額CN¥6.39b収益（TTM）CN¥172.20m売上高(TTM)CN¥2.48b37.1xPER（株価収益率2.6xP/Sレシオ003019 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計003019 損益計算書（TTM）収益CN¥2.48b売上原価CN¥1.89b売上総利益CN¥590.05mその他の費用CN¥417.85m収益CN¥172.20m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.00グロス・マージン23.76%純利益率6.94%有利子負債／自己資本比率31.2%003019 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.4%現在の配当利回り50%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 06:54終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋TES Touch Embedded Solutions (Xiamen) Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Yi LiuCitic Securities Co., Ltd.Jinsong ZhuHaitong International Research Limited
Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: CN¥0.16 (vs CN¥0.28 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.16 (down from CN¥0.28 in 1Q 2025). Revenue: CN¥584.3m (down 6.0% from 1Q 2025). Net income: CN¥27.7m (down 44% from 1Q 2025). Profit margin: 4.7% (down from 8.0% 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 4% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
お知らせ • Mar 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
Reported Earnings • Mar 19Full year 2025 earnings released: EPS: CN¥1.13 (vs CN¥1.11 in FY 2024)Full year 2025 results: EPS: CN¥1.13 (up from CN¥1.11 in FY 2024). Revenue: CN¥2.52b (up 14% from FY 2024). Net income: CN¥194.2m (up 3.2% from FY 2024). Profit margin: 7.7% (down from 8.5% 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 8% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Mar 18TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that it expects to receive CNY 925 million in fundingTES Touch Embedded Solutions (Xiamen) Co., Ltd. announced a private placement to issue 53,033,440 A Shares for the proceeds of CNY 925,000,000 on March 17, 2026. Issue price shall not be less than 80% of the average price in the 20 trading days before the pricing reference date. Transaction involves participation of not more than 35 investors. The shares cannot be transferred within 6 months from the issuance closing date. Transaction is approved by board of directors at 16th Meeting of the Company’s 3rd Directorate and is still subject to approval of Company’s Shareholders, the Shenzhen Stock Exchange, and the China Securities Regulatory Commission.
お知らせ • Mar 17TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, Apr 07, 2026TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, Apr 07, 2026, at 16:00 China Standard Time. Location: The Company's Meeting Room, Xiamen, Fujian China
お知らせ • Dec 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Fiscal Year 2025 Results on Mar 18, 2026TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report fiscal year 2025 results on Mar 18, 2026
Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: CN¥0.16 (vs CN¥0.28 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.16 (down from CN¥0.28 in 1Q 2025). Revenue: CN¥584.3m (down 6.0% from 1Q 2025). Net income: CN¥27.7m (down 44% from 1Q 2025). Profit margin: 4.7% (down from 8.0% 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 4% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
お知らせ • Mar 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
Reported Earnings • Mar 19Full year 2025 earnings released: EPS: CN¥1.13 (vs CN¥1.11 in FY 2024)Full year 2025 results: EPS: CN¥1.13 (up from CN¥1.11 in FY 2024). Revenue: CN¥2.52b (up 14% from FY 2024). Net income: CN¥194.2m (up 3.2% from FY 2024). Profit margin: 7.7% (down from 8.5% 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 8% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Mar 18TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that it expects to receive CNY 925 million in fundingTES Touch Embedded Solutions (Xiamen) Co., Ltd. announced a private placement to issue 53,033,440 A Shares for the proceeds of CNY 925,000,000 on March 17, 2026. Issue price shall not be less than 80% of the average price in the 20 trading days before the pricing reference date. Transaction involves participation of not more than 35 investors. The shares cannot be transferred within 6 months from the issuance closing date. Transaction is approved by board of directors at 16th Meeting of the Company’s 3rd Directorate and is still subject to approval of Company’s Shareholders, the Shenzhen Stock Exchange, and the China Securities Regulatory Commission.
お知らせ • Mar 17TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, Apr 07, 2026TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, Apr 07, 2026, at 16:00 China Standard Time. Location: The Company's Meeting Room, Xiamen, Fujian China
お知らせ • Dec 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Fiscal Year 2025 Results on Mar 18, 2026TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report fiscal year 2025 results on Mar 18, 2026
お知らせ • Oct 28TES TEC Debuts At Embedded World North America 2025 with Robust Interactive Outdoor Display SolutionsTES TEC will debut its pioneering intelligent interactive displays at Embedded World North America 2025. As global infrastructure increasingly relies on smart, connected technology, the demand for reliable, high-performance embedded solutions in challenging outdoor environments isaring. TES TEC's rugged displays are engineered to meet this demand, making them ideally suited for critical deployments in the rapidly expanding EV Charging Station, outdoor delivery locker, and Quick Service Restaurant (QSR) drive-thru markets, as well as other demanding outdoor applications. At Booth #5069 (a joint exhibit with GIGAIPC), TES TEC will feature its APM Series of semi-outdoor, open-frame touch monitors: APM-100 (10.1"): Features 1500 nits brightness for clear visibility, IP66 and IK09 ratings for superb reliability, and a wide operating temperature range of 20degC to 60degC. Includes a smart light sensor and multiple touch modes (glove/glass support). APM-15 (15.6") & APM-22 (21.5"): Offer 1000 nits brightness, AG/AF/Anti-UV protection, IP65 and IK08 ratings, and the same wide 20degC to 60deg C temperature range. Both models also feature hassle-free setup via an on-screen display.
Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.29 (vs CN¥0.20 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.29 (up from CN¥0.20 in 3Q 2024). Revenue: CN¥669.1m (up 20% from 3Q 2024). Net income: CN¥44.0m (up 35% from 3Q 2024). Profit margin: 6.6% (up from 5.9% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
お知らせ • Sep 30TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
New Risk • Aug 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.1% 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 Dividend is not well covered by cash flows (110% cash payout ratio). Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥36.40, the stock trades at a trailing P/E ratio of 36.4x. Average trailing P/E is 57x in the Electronic industry in China. Total returns to shareholders of 72% over the past three years.
お知らせ • Jul 02TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report First Half, 2025 Results on Aug 27, 2025TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report first half, 2025 results on Aug 27, 2025
New Risk • May 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (93% cash payout ratio). Large one-off items impacting financial results.
お知らせ • Apr 29TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2025TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2025, at 16:00 China Standard Time.
New Risk • Apr 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.8% 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 (8.8% average weekly change).
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥28.48, the stock trades at a trailing P/E ratio of 21.2x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 76% over the past three years.
お知らせ • Mar 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥37.30, the stock trades at a trailing P/E ratio of 27.8x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 123% over the past three years.
分析記事 • Feb 24TES Touch Embedded Solutions (Xiamen) Co., Ltd.'s (SZSE:003019) Share Price Boosted 27% But Its Business Prospects Need A Lift TooTES Touch Embedded Solutions (Xiamen) Co., Ltd. ( SZSE:003019 ) shareholders have had their patience rewarded with a...
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥29.85, the stock trades at a trailing P/E ratio of 22.3x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 51% over the past three years.
Buy Or Sell Opportunity • Jan 14Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 2.5% to CN¥23.96. The fair value is estimated to be CN¥19.41, 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 grown by 7.3%.
分析記事 • Jan 04TES Touch Embedded Solutions (Xiamen) (SZSE:003019) Might Be Having Difficulty Using Its Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
お知らせ • Dec 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025
分析記事 • Nov 25Does TES Touch Embedded Solutions (Xiamen) (SZSE:003019) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Nov 06TES Touch Embedded Solutions (Xiamen)'s (SZSE:003019) Profits Appear To Have Quality IssuesThe market shrugged off TES Touch Embedded Solutions (Xiamen) Co., Ltd.'s ( SZSE:003019 ) solid earnings report. We...
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.20 (vs CN¥0.26 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.20 (down from CN¥0.26 in 3Q 2023). Revenue: CN¥556.8m (up 71% from 3Q 2023). Net income: CN¥32.7m (down 25% from 3Q 2023). Profit margin: 5.9% (down from 13% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥26.79, the stock trades at a trailing P/E ratio of 19.5x. Average trailing P/E is 43x in the Electronic industry in China. Total returns to shareholders of 54% over the past three years.
お知らせ • Sep 30TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
New Risk • Sep 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.6% 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 (6.6% average weekly change).
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
分析記事 • Jul 18TES Touch Embedded Solutions (Xiamen) (SZSE:003019) Has A Rock Solid Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Jul 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥22.87, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 39x in the Electronic industry in China. Total returns to shareholders of 25% over the past three years.
お知らせ • Jun 29TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024
New Risk • Jun 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.5% 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 (3.5% increase in shares outstanding).
分析記事 • Jun 05TES Touch Embedded Solutions (Xiamen)'s (SZSE:003019) Dividend Is Being Reduced To CN¥0.45TES Touch Embedded Solutions (Xiamen) Co., Ltd. ( SZSE:003019 ) has announced that on 11th of June, it will be paying a...
Declared Dividend • Jun 05Dividend of CN¥0.45 announcedShareholders will receive a dividend of CN¥0.45. Ex-date: 11th June 2024 Payment date: 11th June 2024 Dividend yield will be 1.7%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 3 years. However, payments have been volatile during that time. Earnings per share has grown by 5.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • May 07Now 21% undervaluedOver the last 90 days, the stock has risen 76% to CN¥28.68. The fair value is estimated to be CN¥36.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 18%.
分析記事 • May 06Improved Earnings Required Before TES Touch Embedded Solutions (Xiamen) Co., Ltd. (SZSE:003019) Stock's 26% Jump Looks JustifiedTES Touch Embedded Solutions (Xiamen) Co., Ltd. ( SZSE:003019 ) shares have continued their recent momentum with a 26...
Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥29.00, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 40x in the Electronic industry in China. Total returns to shareholders of 54% over the past three years.
分析記事 • May 05TES Touch Embedded Solutions (Xiamen)'s (SZSE:003019) Soft Earnings Are Actually Better Than They AppearThe market was pleased with the recent earnings report from TES Touch Embedded Solutions (Xiamen) Co., Ltd...
お知らせ • Apr 30TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2024TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2024, at 16:00 China Standard Time. Location: The Company's Meeting Room, Xiamen, Fujian China
Reported Earnings • Apr 29First quarter 2024 earnings released: EPS: CN¥0.40 (vs CN¥0.24 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.40 (up from CN¥0.24 in 1Q 2023). Revenue: CN¥641.0m (up 76% from 1Q 2023). Net income: CN¥65.3m (up 73% from 1Q 2023). Profit margin: 10% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 30TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024
分析記事 • Mar 25TES Touch Embedded Solutions (Xiamen) (SZSE:003019) Is Reinvesting At Lower Rates Of ReturnWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥23.39, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 39x in the Electronic industry in China. Total returns to shareholders of 11% over the past three years.
分析記事 • Mar 04There's No Escaping TES Touch Embedded Solutions (Xiamen) Co., Ltd.'s (SZSE:003019) Muted Earnings Despite A 32% Share Price RiseTES Touch Embedded Solutions (Xiamen) Co., Ltd. ( SZSE:003019 ) shareholders are no doubt pleased to see that the share...
お知らせ • Feb 23TES Touch Embedded Solutions (Xiamen) Co., Ltd. (SZSE:003019) announces an Equity Buyback for CNY 161.57 million worth of its shares.TES Touch Embedded Solutions (Xiamen) Co., Ltd. (SZSE:003019) announces a share repurchase program. Under the program, the company will repurchase up to its A shares for a total of CNY 161.57 million. The shares will be purchased at a price not exceeding CNY 22 per share. The repurchased shares will be used for the implementation of ESOP or equity incentive plan. The program will be valid for 6 months from the commencement date.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥15.75, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 34x in the Electronic industry in China. Total loss to shareholders of 27% over the past three years.
お知らせ • Dec 29TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Fiscal Year 2023 Results on Apr 29, 2024TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report fiscal year 2023 results on Apr 29, 2024
Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: CN¥0.27 (vs CN¥0.53 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.27 (down from CN¥0.53 in 3Q 2022). Revenue: CN¥326.3m (down 31% from 3Q 2022). Net income: CN¥43.5m (down 49% from 3Q 2022). Profit margin: 13% (down from 18% in 3Q 2022). The decrease in margin was driven by lower revenue.
Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.48 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.26 (down from CN¥0.48 in 2Q 2022). Revenue: CN¥313.4m (down 36% from 2Q 2022). Net income: CN¥43.5m (down 44% from 2Q 2022). Profit margin: 14% (down from 16% in 2Q 2022). The decrease in margin was driven by lower revenue.
お知らせ • Jun 08TES Touch Embedded Solutions (Xiamen) Co., Ltd. Announces Final Cash Dividend on A Shares for the Year 2022, Payable on June 14, 2023TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced final cash dividend of CNY 8.00 per 10 shares on A shares for the year 2022. Record date is June 13, 2023, Ex-Date is June 14, 2023 and Payment Date is June 14, 2023.
お知らせ • May 24TES Touch Embedded Solutions (Xiamen) Co., Ltd. Approves 2022 Profit Distribution PlanTES Touch Embedded Solutions (Xiamen) Co., Ltd. at its Annual General Meeting of 2022, held on 19 May 2023 approved 2022 profit distribution plan. Cash dividend/10 shares (tax included): CNY 8.00000000.
Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.40 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.26 (down from CN¥0.40 in 1Q 2022). Revenue: CN¥364.3m (down 28% from 1Q 2022). Net income: CN¥37.8m (down 36% from 1Q 2022). Profit margin: 10% (down from 12% in 1Q 2022). The decrease in margin was driven by lower revenue.
Buying Opportunity • Apr 25Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 1.9%. The fair value is estimated to be CN¥29.71, 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 11%.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Director Guo Lili was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 23TES Touch Embedded Solutions (Xiamen) Co., Ltd. Announces 2021 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 28 June 2022TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced 2021 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 4.50000000. Record date: 27 June 2022. Ex-date: 28 June 2022. Payment date: 28 June 2022.
お知らせ • May 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. Approves Final Cash Dividend for the Year 2021TES Touch Embedded Solutions (Xiamen) Co., Ltd. approved final cash dividend of CNY 4.50000000 per 10 shares (tax included) for the year 2021, at its Annual General Meeting of 2021 on 27 May 2022.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥26.40, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Electronic industry in China. Total returns to shareholders of 2.7% over the past year.
お知らせ • Apr 16TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2022TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2022, at 15:00 China Standard Time. Agenda: To consider and approve the 2021 annual report and its summary; 2021 work report of the board of directors; 2021 work report of the supervisory committee; 2021 annual accounts; 2021 profit distribution plan; and to discuss other matters.
Reported Earnings • Apr 16Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥1.18 (up from CN¥1.13 in FY 2020). Revenue: CN¥1.59b (up 33% from FY 2020). Net income: CN¥150.9m (up 36% from FY 2020). Profit margin: 9.5% (in line with FY 2020). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 5.6%. Over the next year, revenue is forecast to grow 13%, compared to a 23% growth forecast for the industry in China.
Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥35.54, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 30x in the Electronic industry in China. Total loss to shareholders of 9.4% over the past year.
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improved over the past weekAfter last week's 29% share price gain to CN¥32.21, the stock trades at a trailing P/E ratio of 32.5x. Average trailing P/E is 37x in the Electronic industry in China.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.37 (vs CN¥0.24 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥437.0m (up 63% from 3Q 2020). Net income: CN¥47.6m (up 106% from 3Q 2020). Profit margin: 11% (up from 8.6% in 3Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Aug 30Second quarter 2021 earnings released: EPS CN¥0.29 (vs CN¥0.24 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥386.9m (up 44% from 2Q 2020). Net income: CN¥37.0m (up 60% from 2Q 2020). Profit margin: 9.6% (up from 8.6% in 2Q 2020). The increase in margin was driven by higher revenue.
お知らせ • Feb 24TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Fiscal Year 2020 Results on Apr 13, 2021TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report fiscal year 2020 results on Apr 13, 2021
Valuation Update With 7 Day Price Move • Nov 27Market pulls back on stock over the past weekAfter last week's 16% share price decline to CN¥37.92, the stock is trading at a trailing P/E ratio of 24.6x, down from the previous P/E ratio of 29.4x. This compares to an average P/E of 45x in the Electronic industry in China.
