Yealink Network Technology（300628）株式概要Yealink Network Technology Co, Ltd.は、音声会議、音声通信、コラボレーションソリューションを世界中に提供しています。 詳細300628 ファンダメンタル分析スノーフレーク・スコア評価6/6将来の成長2/6過去の実績2/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より32.1%で取引されている 収益は年間13.62%増加すると予測されています 過去5年間の収益は年間12.2%増加しました。 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が21.3%上昇するだろうとほぼ一致している。 リスク分析高いレベルの非現金収入 4.98%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300628 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¥36.1518.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture011b2016201920222025202620282031Revenue CN¥11.3bEarnings CN¥4.9bAdvancedSet Fair ValueView all narrativesYealink Network Technology Co., Ltd. 競合他社EverProX TechnologiesSymbol: SZSE:300548Market cap: CN¥72.7bT&S CommunicationsLtdSymbol: SZSE:300570Market cap: CN¥36.8bRuijie NetworksSymbol: SZSE:301165Market cap: CN¥71.8bGlarun TechnologyLtdSymbol: SHSE:600562Market cap: CN¥29.7b価格と性能株価の高値、安値、推移の概要Yealink Network Technology過去の株価現在の株価CN¥36.1552週高値CN¥41.2852週安値CN¥31.41ベータ0.491ヶ月の変化-1.04%3ヶ月変化0.11%1年変化7.14%3年間の変化-4.29%5年間の変化-31.98%IPOからの変化375.66%最新ニュースお知らせ • May 29Yealink Network Announces Final Profit Distribution Plan to Be Implemented on A Share for 2025, Payable on May 29, 2026Yealink Network announced a final profit distribution plan to be implemented on A share with cash dividend of CNY 13.000 per 10 shares for 2025. The record date is May 28, 2026, and the payment date is May 29, 2026. The ex-date is May 29, 2026.Reported Earnings • Apr 22Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CN¥2.06 (down from CN¥2.10 in FY 2024). Revenue: CN¥6.03b (up 7.3% from FY 2024). Net income: CN¥2.60b (down 1.8% from FY 2024). Profit margin: 43% (down from 47% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 33% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Apr 22Yealink Network Technology Co., Ltd., Annual General Meeting, May 15, 2026Yealink Network Technology Co., Ltd., Annual General Meeting, May 15, 2026, at 14:30 China Standard Time. Location: 10F, No. 666, Hu'an Road, Huli District, Xiamen, Fujian Chinaお知らせ • Mar 31Yealink Network Technology Co., Ltd. to Report Q1, 2026 Results on Apr 22, 2026Yealink Network Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 22, 2026Reported Earnings • Feb 28Full year 2025 earnings released: EPS: CN¥2.05 (vs CN¥2.10 in FY 2024)Full year 2025 results: EPS: CN¥2.05 (down from CN¥2.10 in FY 2024). Revenue: CN¥6.03b (up 7.3% from FY 2024). Net income: CN¥2.60b (down 1.8% from FY 2024). Profit margin: 43% (down from 47% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 30% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Dec 31Yealink Network Technology Co., Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2026Yealink Network Technology Co., Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2026最新情報をもっと見るRecent updatesお知らせ • May 29Yealink Network Announces Final Profit Distribution Plan to Be Implemented on A Share for 2025, Payable on May 29, 2026Yealink Network announced a final profit distribution plan to be implemented on A share with cash dividend of CNY 13.000 per 10 shares for 2025. The record date is May 28, 2026, and the payment date is May 29, 2026. The ex-date is May 29, 2026.Reported Earnings • Apr 22Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CN¥2.06 (down from CN¥2.10 in FY 2024). Revenue: CN¥6.03b (up 7.3% from FY 2024). Net income: CN¥2.60b (down 1.8% from FY 2024). Profit margin: 43% (down from 47% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 33% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Apr 22Yealink Network Technology Co., Ltd., Annual General Meeting, May 15, 2026Yealink Network Technology Co., Ltd., Annual General Meeting, May 15, 2026, at 14:30 China Standard Time. Location: 10F, No. 666, Hu'an Road, Huli District, Xiamen, Fujian Chinaお知らせ • Mar 31Yealink Network Technology Co., Ltd. to Report Q1, 2026 Results on Apr 22, 2026Yealink Network Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 22, 2026Reported Earnings • Feb 28Full year 2025 earnings released: EPS: CN¥2.05 (vs CN¥2.10 in FY 2024)Full year 2025 results: EPS: CN¥2.05 (down from CN¥2.10 in FY 2024). Revenue: CN¥6.03b (up 7.3% from FY 2024). Net income: CN¥2.60b (down 1.8% from FY 2024). Profit margin: 43% (down from 47% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 30% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Dec 31Yealink Network Technology Co., Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2026Yealink Network Technology Co., Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2026Reported Earnings • Oct 27Third quarter 2025 earnings released: EPS: CN¥0.57 (vs CN¥0.56 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.57 (up from CN¥0.56 in 3Q 2024). Revenue: CN¥1.65b (up 14% from 3Q 2024). Net income: CN¥718.1m (up 1.9% from 3Q 2024). Profit margin: 44% (down from 49% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Sep 30Yealink Network Technology Co., Ltd. to Report Q3, 2025 Results on Oct 27, 2025Yealink Network Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 27, 2025Declared Dividend • Sep 25First half dividend reduced to CN¥0.50Dividend of CN¥0.50 is 17% lower than last year. Ex-date: 29th September 2025 Payment date: 29th September 2025 Dividend yield will be 4.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not adequately covered by earnings (90.0% earnings payout ratio) nor is it covered by cash flows (106% cash payout ratio). The dividend has increased by an average of 43% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share is expected to grow by 53% over the next 3 years, which should maintain adequate earnings cover for the dividend.お知らせ • Aug 27Yealink Network Technology Co., Ltd. Proposes Interim Cash Dividend for the Year 2025Yealink Network Technology Co., Ltd. at its 2nd Extraordinary General Meeting of 2025 to be held on 17 September 2025, proposed interim cash dividend/10 shares (tax included) of CNY 5.00000000 for the year 2025.Buy Or Sell Opportunity • Aug 26Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 9.4% to CN¥38.53. The fair value is estimated to be CN¥31.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 9.2%. Revenue is forecast to grow by 44% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.お知らせ • Jul 02Yealink Network Technology Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Yealink Network Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025Declared Dividend • May 29Dividend increased to CN¥1.30Dividend of CN¥1.30 is 44% higher than last year. Ex-date: 30th May 2025 Payment date: 30th May 2025 Dividend yield will be 5.3%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio) nor is it adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 43% per year over the past 8 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1.0% to bring the payout ratio under control. EPS is expected to grow by 46% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • May 22Yealink Network Technology Co., Ltd. Approves Final Cash Dividend for the Year 2024Yealink Network Technology Co., Ltd. at its AGM held on 20 May 2025, approved Cash dividend/10 shares (tax included): CNY 13.00000000 for the year 2024.Price Target Changed • Apr 23Price target decreased by 9.1% to CN¥44.56Down from CN¥49.00, the current price target is an average from 5 analysts. New target price is 32% above last closing price of CN¥33.68. Stock is down 7.9% over the past year. The company is forecast to post earnings per share of CN¥2.37 for next year compared to CN¥2.10 last year.Buy Or Sell Opportunity • Apr 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to CN¥33.68. The fair value is estimated to be CN¥42.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.Reported Earnings • Apr 22First quarter 2025 earnings released: EPS: CN¥0.45 (vs CN¥0.45 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.45 (down from CN¥0.45 in 1Q 2024). Revenue: CN¥1.21b (up 3.6% from 1Q 2024). Net income: CN¥562.1m (down 1.2% from 1Q 2024). Profit margin: 47% (down from 49% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Apr 22Yealink Network Technology Co., Ltd. Proposes Final Cash Dividend for the Year 2024Yealink Network Technology Co., Ltd. proposed final cash dividend of CNY 13.000000 per 10 shares (tax included) for the year 2024.お知らせ • Apr 21Yealink Network Technology Co., Ltd., Annual General Meeting, May 20, 2025Yealink Network Technology Co., Ltd., Annual General Meeting, May 20, 2025, at 14:30 China Standard Time. Location: 10F, No. 666, Hu'an Road, Huli District, Xiamen, Fujian ChinaValuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥33.83, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 35x in the Communications industry in China. Total loss to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥49.75 per share.お知らせ • Mar 31Yealink Network Technology Co., Ltd. to Report Q1, 2025 Results on Apr 21, 2025Yealink Network Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 21, 2025Buy Or Sell Opportunity • Mar 25Now 21% undervaluedOver the last 90 days, the stock has risen 5.7% to CN¥41.04. The fair value is estimated to be CN¥51.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Reported Earnings • Mar 01Full year 2024 earnings released: EPS: CN¥2.09 (vs CN¥1.59 in FY 2023)Full year 2024 results: EPS: CN¥2.09 (up from CN¥1.59 in FY 2023). Revenue: CN¥5.62b (up 29% from FY 2023). Net income: CN¥2.64b (up 32% from FY 2023). Profit margin: 47% (in line with FY 2023). Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Dec 31Yealink Network Technology Co., Ltd. to Report Fiscal Year 2024 Results on Apr 21, 2025Yealink Network Technology Co., Ltd. announced that they will report fiscal year 2024 results on Apr 21, 2025Price Target Changed • Oct 26Price target increased by 11% to CN¥48.46Up from CN¥43.84, the current price target is an average from 5 analysts. New target price is 21% above last closing price of CN¥39.96. Stock is up 24% over the past year. The company is forecast to post earnings per share of CN¥2.01 for next year compared to CN¥1.59 last year.Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: CN¥0.56 (vs CN¥0.46 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.56 (up from CN¥0.46 in 3Q 2023). Revenue: CN¥1.44b (up 22% from 3Q 2023). Net income: CN¥704.4m (up 21% from 3Q 2023). Profit margin: 49% (in line with 3Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Sep 30Yealink Network Technology Co., Ltd. to Report Q3, 2024 Results on Oct 23, 2024Yealink Network Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 23, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥42.28, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 24x in the Communications industry in China. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥68.73 per share.Declared Dividend • Sep 21First half dividend of CN¥0.60 announcedShareholders will receive a dividend of CN¥0.60. Ex-date: 26th September 2024 Payment date: 26th September 2024 Dividend yield will be 4.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (108% cash payout ratio). The dividend has increased by an average of 50% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Sep 20Yealink Network Technology Co., Ltd. Announces Interim Cash Dividend of the Year 2024 of A Shares, Payable on 26 September 2024Yealink Network Technology Co., Ltd. announced interim cash dividend/10 shares (tax included) of CNY 6.00000000 for year 2024 of A shares. Record date is 25 September 2024. Ex-date is 26 September 2024. Payment date is 26 September 2024.お知らせ • Sep 13Yealink Network Technology Co., Ltd. Approves Interim Cash Dividend for the Year 2024Yealink Network Technology Co., Ltd. at its Extraordinary General Meeting held on 11 September 2024, approved interim cash dividend per ten shares (tax included) of CNY 6.00000000 for the year 2024.Price Target Changed • Sep 09Price target decreased by 9.2% to CN¥43.54Down from CN¥47.94, the current price target is an average from 5 analysts. New target price is 31% above last closing price of CN¥33.20. Stock is down 7.9% over the past year. The company is forecast to post earnings per share of CN¥1.99 for next year compared to CN¥1.59 last year.お知らせ • Sep 05Yealink Unveils the Meetingbar A40: A Simple, Powerful, and Secure Solution for Hybrid MeetingsYealink, introduced Android-based all-in-one video bars, continues to lead the way with the MeetingBar A40—an ideal solution for premium small to medium rooms, offering unmatched simplicity, performance, and security for hybrid meetings. Effortless Setup with One-Cable Simplicity; Say goodbye to the clutter of tangled cables and complex configurations. The MeetingBar A40 simplifies deployment with its innovative One-Cable Solution. Here's what sets it apart: Single Cat5e Cable Connection: Connect a single Cat5e cable from the bar to the touch console to handle both power and network connectivity. This streamlined approach eliminates the need for additional cables, and automatic sync upon signing in ensures a hassle-free start. All-in-One USB-C Cable: A single USB-C cable connects the touch console to PC, managing 4K content sharing, BYOD, and power delivery. No more juggling HDMI cable, VCH cord, or PD charger—just one cable on the table for all needs. Elevating Hybrid Meeting Experiences; Hybrid meetings can often leave remote participants feeling disconnected from those who are attending in person. The MeetingBar A40 addresses this with its cutting-edge dual-camera system, powered by AI. The ultra-wide view ensures every participant is visible, while the IntelliFocus feature dynamically adjusts to active speakers. This ensures that all are seen and contributes to a more inclusive and engaging meeting. Background noise can disrupt communication in hybrid settings, but the A40 tackles these challenges with its advanced AI-enhanced audio technology. Featuring an 8-MEMS beamforming microphone array, it captures voices from all directions with clarity. Coupled with a full-duplex audio and powerful stereo speakers, the A40 delivers an immersive, crystal-clear audio experience. Future-Proof Security with Android; Running on Android 13 and integrated with the Microsoft Device Ecosystem Platform (MDEP), the MeetingBar A40 ensures robust security and future readiness. Features such as Secure Boot, Hardware Attestation, Microsoft PKI, and Secure Pairing provide comprehensive protection against potential threats, giving peace of mind in every meeting. Yealink's MeetingBar A40 is more than just a piece of technology; it's a game-changer for today's dynamic work environments. With its blend of simplicity, inclusivity, and advanced security, the A40 is poised to elevate hybrid meetings to new heights. Discover the future of meetings with Yealink.お知らせ • Aug 28Yealink Network Technology Co., Ltd. Proposes Dividend for the First Half of 2024Yealink Network Technology Co., Ltd. proposed Cash dividend/10 shares (tax included): CNY 6.00000000 for the first half of 2024.Reported Earnings • Aug 27Second quarter 2024 earnings released: EPS: CN¥0.63 (vs CN¥0.48 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.63 (up from CN¥0.48 in 2Q 2023). Revenue: CN¥1.50b (up 30% from 2Q 2023). Net income: CN¥791.7m (up 31% from 2Q 2023). Profit margin: 53% (in line with 2Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.お知らせ • Jun 29Yealink Network Technology Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024Yealink Network Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024Declared Dividend • May 30Dividend of CN¥0.90 announcedShareholders will receive a dividend of CN¥0.90. Ex-date: 4th June 2024 Payment date: 4th June 2024 Dividend yield will be 3.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but not covered by cash flows (135% cash payout ratio). The dividend has increased by an average of 50% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 64% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 29Yealink Network Technology Co., Ltd. Implements 2023 Final Profit Distribution (A Shares), Payable on 04 June 2024Yealink Network Technology Co., Ltd. implemented 2023 final profit distribution plan (A shares): cash dividend/10 shares (tax included) of CNY 9.00000000. Record date is 03 June 2024, ex-date is 04 June 2024 and payment date is 04 June 2024.Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: CN¥0.45 (vs CN¥0.34 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.45 (up from CN¥0.34 in 1Q 2023). Revenue: CN¥1.16b (up 31% from 1Q 2023). Net income: CN¥568.6m (up 35% from 1Q 2023). Profit margin: 49% (up from 48% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Communications industry in China. 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 10% per year, which means it is significantly lagging earnings.お知らせ • Apr 23Yealink Network Technology Co., Ltd., Annual General Meeting, May 15, 2024Yealink Network Technology Co., Ltd., Annual General Meeting, May 15, 2024, at 14:30 China Standard Time. Location: 10F, No. 666, Hu'an Road, Huli District, Xiamen, Fujian Chinaお知らせ • Apr 17Yealink Introduces the MVC S40, Transforming Hybrid WorkspacesYealink is addressing the evolving challenges of hybrid workplaces, where flexibility in collaboration methods and locations is increasing. A concerning statistic from the Work Trend Index Annual Report reveals that 43% of remote employees feel disconnected during video conferences, resulting in less efficient meetings. To combat this issue, Yealink has launched its latest innovation, the MVC S40. This new product builds on the success of last year's Windows-based MVC series, integrating advanced AI technology to enhance the hybrid meeting experience and bridge the gap between virtual and in-person communication. In hybrid meetings, remote participants often struggle to feel included, appearing small and distant on the screen. The MVC S40 changes the game with its innovative dual-camera system, powered by AI. It captures an ultra-wide view, ensuring everyone is visible, while the IntelliFocus feature dynamically adjusts the camera focus to highlight active speakers. This inclusivity fosters equality, empowering all participants to contribute confidently, just like in face-to-face meetings. Effective collaboration hinges on clear communication, but background noise and echoes can disrupt hybrid meetings. The MVC S40 tackles this challenge head-on with AI-enhanced audio capabilities. Its 8-MEMS beamforming microphone captures voices from all directions, while a full-duplex audio algorithm ensures crystal-clear, noise-free transmission, even during simultaneous speech. Combined with powerful stereo speakers, the MVC S40 creates an immersive meeting environment conducive to effective collaboration. To further enhance your meeting experience, Yealink has introduced the Trade-in Program, offering up to a 35% discount on the MVC series. Whether you're upgrading from Yealink or other leading vendors' video conferencing devices, the program provides a hassle-free solution to ensure you stay ahead of the curve. By participating, you not only mitigate security risks associated with Microsoft's Windows upgrade policy but also harness the power of AI to unlock unprecedented collaboration and productivity.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥29.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 29x in the Communications industry in China. Total loss to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥41.88 per share.お知らせ • Mar 30Yealink Network Technology Co., Ltd. to Report Q1, 2024 Results on Apr 23, 2024Yealink Network Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 23, 2024お知らせ • Mar 23Yealink Announces the Launch of the Revolutionary Bh70 Bluetooth Headset: the Future of Business CommunicationYealink is proud to introduce the Yealink BH70 Bluetooth Headset. With the rise of hybrid work models, companies are adapting their work models to support remote and flexible work arrangements. This device is crafted to address the diverse demands of a hybrid workforce, enabling seamless connectivity and productivity without geographical constraints. As the concept of workspaces transitions to support hybrid models, the necessity for high-performance business headsets has escalated. SurveyMonkey indicates that 40% of companies are redefining their work models to accommodate hybrid arrangements, focusing on the physical workspace, tools, and endpoints essential for a versatile and connected workforce. The Yealink BH70 Bluetooth Headset is a pivotal tool for professionals who require consistent and clear communication across various locations. The vast array of available technology makes the choice of an ideal business headset challenging. Users often face a trade-off between advanced features and affordability. Yealink's BH70 Bluetooth Headset eliminates this compromise, offering premium features without the premium price. Yealink's BH70 Bluetooth Headset is a testament to the company's commitment to providing advanced, accessible technology. It boasts: Industry-leading 3-Mic noise cancellation technology, ensuring clarity in noisy environments. An ergonomic design for sustained comfort during prolonged use. A stable and reliable Bluetooth connection is essential for uninterrupted communication. The Yealink BH70 is not merely an audio device; it is a productivity-enhancing tool tailored to meet the varied requirements of modern professionals.Reported Earnings • Feb 24Full year 2023 earnings: EPS in line with expectations, revenues disappointFull year 2023 results: EPS: CN¥1.60 (down from CN¥1.73 in FY 2022). Revenue: CN¥4.36b (down 9.4% from FY 2022). Net income: CN¥2.02b (down 7.1% from FY 2022). Profit margin: 46% (up from 45% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.お知らせ • Dec 29Yealink Network Technology Co., Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024Yealink Network Technology Co., Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024Buying Opportunity • Nov 30Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be CN¥40.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 49% in 2 years. Earnings is forecast to grow by 49% in the next 2 years.Price Target Changed • Oct 27Price target decreased by 9.7% to CN¥45.79Down from CN¥50.73, the current price target is an average from 5 analysts. New target price is 42% above last closing price of CN¥32.30. Stock is down 32% over the past year. The company is forecast to post earnings per share of CN¥1.66 for next year compared to CN¥1.73 last year.Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.46 (vs CN¥0.51 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.46 (down from CN¥0.51 in 3Q 2022). Revenue: CN¥1.18b (down 3.5% from 3Q 2022). Net income: CN¥584.7m (down 9.2% from 3Q 2022). Profit margin: 50% (down from 53% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Sep 30Yealink Network Technology Co., Ltd. to Report Q3, 2023 Results on Oct 26, 2023Yealink Network Technology Co., Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023お知らせ • Sep 22Yealink Network Technology Co., Ltd. Declares Implementation Interim Profit Distribution Plan as Cash Dividend/10 A Shares, Payable on September 27, 2023Yealink Network Technology Co., Ltd. declared implemented interim profit distribution plan as Cash dividend/10 A shares (tax included) of CNY 5.00000000, Record date: 26 September 2023; Ex-date: 27 September 2023; Payment date: 27 September 2023.お知らせ • Sep 19Yealink Network Technology Co., Ltd. Announces Interim Profit Distribution Plan for 2023Yealink Network Technology Co., Ltd. held its 2nd Extraordinary General Meeting of 2023 on 15 September 2023 were approved 2023 interim profit distribution plan as Cash dividend/10 shares (tax included): CNY 5.00000000.お知らせ • Sep 02Yealink Network Technology Co., Ltd. Announces Interim Dividend for the First Half of 2023Yealink Network Technology Co., Ltd. announced on 31 August 2023 the profit distribution proposal for the first half of 2023 as follows: Cash dividend/10 shares (tax included): CNY 5.00000000.Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥39.86, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 27x in the Communications industry in China. Total loss to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥47.45 per share.Price Target Changed • Jul 18Price target decreased by 7.9% to CN¥51.35Down from CN¥55.78, the current price target is an average from 4 analysts. New target price is 36% above last closing price of CN¥37.81. Stock is down 29% over the past year. The company is forecast to post earnings per share of CN¥2.03 for next year compared to CN¥1.73 last year.Buying Opportunity • Jun 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 37%. The fair value is estimated to be CN¥44.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 70% in 2 years. Earnings is forecast to grow by 63% in the next 2 years.お知らせ • May 30Yealink Network Technology Co., Ltd. Approves Profit Distribution for 2022, Payable on 02 June 2023Yealink Network Technology Co., Ltd. approved cash dividend per 10 shares (tax included) of CNY 13.00000000 for 2022 at its annual general meeting. Record date: 01 June 2023. Ex-date: 02 June 2023. Payment date: 02 June 2023.お知らせ • May 19Yealink Network Technology Co., Ltd. Approves Cash Dividend for 2022Yealink Network Technology Co., Ltd. approved Cash dividend/10 shares (tax included) of CNY 13.00000000 for 2022 at its Annual General Meeting of 2022 on 15 May 2023.Reported Earnings • Apr 23First quarter 2023 earnings released: EPS: CN¥0.47 (vs CN¥0.54 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.47 (down from CN¥0.54 in 1Q 2022). Revenue: CN¥888.6m (down 15% from 1Q 2022). Net income: CN¥422.9m (down 13% from 1Q 2022). Profit margin: 48% (in line with 1Q 2022). Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥79.65, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 24x in the Communications industry in China. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥64.81 per share.Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥72.00, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 23x in the Communications industry in China. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥65.83 per share.Price Target Changed • Jan 21Price target decreased to CN¥92.55Down from CN¥100, the current price target is an average from 5 analysts. New target price is 49% above last closing price of CN¥62.00. Stock is down 26% over the past year. The company is forecast to post earnings per share of CN¥2.40 for next year compared to CN¥1.80 last year.お知らせ • Jan 17+ 1 more updateYealink Reveals the BH7X Bluetooth Headsets, the New Standard for Hybrid WorkYealink held an online demo to showcase the brand-new BH7X Series Bluetooth headsets on January 12, 2023 including the Brand-new BH71 mono Bluetooth headset, especially designed for hybrid working, the upgraded BH72 essential Bluetooth headset for daily usage, and the BH76 premium Bluetooth headset, featuring exceptional active noise cancellation (ANC) abilities. During some demonstration, Yealink showed it to the world how the crystal-clear sound quality, sleek design and seamless collaboration with united communication (UC) devices and platforms deliver an intuitive experience for hybrid workers in the post-pandemic era, delivering a reliable performance in day-to-day life, against the challenges of different environments, long-time wearing and multi-device collaboration. Moreover, tailored for hybrid work, the Yealink BH7X series headset delivers an outstanding performance in battery efficiency, with 35 hours talking time for BH72 and BH76, and 30 hours talking time for BH71. Yealink has also recently launched the innovative PowerStation & UC Workstation to simplify desktops and redefine personal collaboration across various devices and platforms. With seamless integration into leading UC platforms, Yealink is driving communications and device collaboration forward in the post-pandemic era. Yealink BH71: The Yealink BH71 offers more than just noise cancellation and wireless communications. With a 4-mic array beamforming noise cancellation, it reduces up to 90% of background noise. It boasts an adjustable ear hook and 18g lightweight that facilitates comfortable wearing too. No matter how far a journey is, users don't need to stay plugged in: the BH71 allows up to 10 hours of talk time plus an additional 20 hours with the charging case. Its lightweight design, at only 50g, makes it easy to carry around, allowing for collaboration and communication anywhere you go. The groundbreaking noise cancellation, combined with its sustainable features, make this product perfect for those on-the-go who want a comfortable but reliable experience while on their travels. Yealink BH76 & BH72: The Yealink BH76 and BH72 headsets are pioneering in their Point-of-Collaboration (POC) and ANC abilities (only available for BH76, allowing users to focus on communications and collaborate more. The new design has incorporated Acoustic Shield Technology to generate an optimal sound environment by reducing up to 90% of background noise with its noise cancellation microphone. Their 35 hours long talk time maxes out employee conversations and collaborations so that they never have any worries. For added convenience and comfort, the headset is built with a retractable microphone boom arm that allows users to adjust it with ease. No matter where employees go, the BH76/72 will deliver unparalleled sound quality and a comfortable wearing experience. Staying Focused: This range of headsets provide users with an intuitive experience, crystal-clear sound quality, a sleek design, and long-time battery efficiency Moreover, Yealink BH7X Bluetooth Headsets are compatible with leading UC platforms, including Microsoft Teams and ZOOM, to deliver a more seamless personal collaboration experience. Whether at the desk or on-the-go, Yealink's BH7X Series Bluetooth Headsets offer unrivaled sound quality and comfort to keep employees connected and focused.Board Change • Jan 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 5 highly experienced directors. Independent Director Junli Zhang was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Nov 05Yealink Announces Release of its New MeetingBar A10Yealink announced the release of its new MeetingBar A10, specially designed for meetings in huddle spaces. The Yealink MeetingBar A10 caters to all the huddle space meeting needs. It is compact enough to fit in anywhere. Customers can set up within minutes and kick off their huddle space meeting in seconds. Furthermore, compared with USB peripheral solutions, MeetingBar A10 offers more: powerful video and audio, native meeting control and remote device management. The Yealink MeetingBar A10 is fully certified by and fully compatible with leading video platforms such as Microsoft Teams and Zoom. It also adds flexibility as a standalone USB peripheral. No matter what platform a company starts with, later when migrating to a native experience like Microsoft Teams or Zoom, the transition can be completed seamlessly. Though compact, the bar packs powerful AI-enhanced video and audio features. The AI-powered camera features real-time and precise Auto Framing and Speaker Tracking. Yealink's deep learning intelligent audio analysis technology erases background noises. Thanks to this powerful video and audio technology, everyone gets an equal seat in the meeting. When working as a peripheral device, A10 supports wireless connection with WPP30 presentation pod. Simply plug the WPP30 pod into the laptop's USB-C port, rich video and audio from A10 are shared immediately without the need for installing software or drivers. The Yealink MeetingBar A10 can be monitored, controlled and upgraded remotely with a free YMCS (Yealink Management Cloud Service) account. Whether its firmware updates, configuration updates, or troubleshooting, can all be done remotely. With the introduction of the MeetingBar A10, expected to be available in December 2022, Yealink adds to its impressive portfolio of Android-based video meeting solutions. DeskVision A24 for phone room and hot-desking collaboration; MeetingBar A10 for huddle spaces and home office; MeetingBar A20 for small rooms; MeetingBar A30 for medium-to-large rooms; MeetingBoard for all sizes of rooms, from manager's office to large rooms.Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.71 (vs CN¥0.46 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.71 (up from CN¥0.46 in 3Q 2021). Revenue: CN¥1.22b (up 39% from 3Q 2021). Net income: CN¥644.2m (up 56% from 3Q 2021). Profit margin: 53% (up from 47% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS: CN¥0.72 (vs CN¥0.48 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.72 (up from CN¥0.48 in 2Q 2021). Revenue: CN¥1.30b (up 43% from 2Q 2021). Net income: CN¥650.0m (up 51% from 2Q 2021). Profit margin: 50% (up from 48% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 28%, compared to a 33% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 19% per year.Buying Opportunity • Aug 29Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.1%. The fair value is estimated to be CN¥88.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 63% in 2 years. Earnings is forecast to grow by 64% in the next 2 years.Buying Opportunity • Jul 12Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be CN¥89.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 66% in 2 years. Earnings is forecast to grow by 70% in the next 2 years.お知らせ • May 26Yealink Network Technology Co., Ltd. Approves Profit Distribution for 2021, Payable on May 31, 2022Yealink Network Technology Co., Ltd. approved cash dividend per 10 shares (tax included) of CNY 8.00000000 for 2021 at its annual general meeting held on 16 May 2022. Record date of 30 May 2022, Ex-date of 31 May 2022, Payment date of 31 May 2022.お知らせ • May 19Yealink Network Technology Co., Ltd. Approves Cash Dividend for 2021Yealink Network Technology Co., Ltd. approved cash dividend per 10 shares (tax included) of CNY 8.00000000 for 2021 at its annual general meeting held on 16 May 2022.Reported Earnings • Apr 27First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: CN¥0.54 (up from CN¥0.42 in 1Q 2021). Revenue: CN¥1.04b (up 40% from 1Q 2021). Net income: CN¥486.8m (up 30% from 1Q 2021). Profit margin: 47% (down from 50% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 30%, compared to a 30% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 26Yealink Network Technology Co., Ltd. Announces Profit Distribution for 2021Yealink Network Technology Co., Ltd. announces profit distribution proposal for 2021 as final Cash dividend/10 shares (tax included): CNY 8.00000000.Reported Earnings • Mar 03Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: CN¥3.70b (up 34% from FY 2020). Net income: CN¥1.62b (up 27% from FY 2020). Profit margin: 44% (down from 46% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 24%, compared to a 28% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 22Yealink Network Technology Co., Ltd. Reveals BH7X Bluetooth Headsets Designed for the Hybrid GenerationYealink Network Technology Co., Ltd. has officially announced the release of its new BH7X Bluetooth Headsets to meet the demands of the predominant hybrid working population. Following the launch of the company's WH6X DECT headsets, Yealink has solidified its position as the provider of top professional headsets for office use. Targeting workers of the H Generation — a Hybrid breed of professionals that have a pressing need for quality Headsets — the company understands the demand for a product that can fulfill work requirements competently, with portability at its core, and flexible enough for casual use. The new BH7X Bluetooth Headset is the solution. Finding a workspace anywhere is easy with the help of the BH7X. The technology and components powering Yealink's latest product include: Ole Wolff Diaphragm; Hi-Fi Level Audio Codec aptX; Intelligent dynamic Active Noise Cancellation (ANC); Acoustic Shield Technology; Multiple noise-cancellation microphones. This allows for excellent voice quality and clarity for daily use, and no compromise whether it is for work, leisure, or general call experience wherever users may be. The BH7X also brings wireless charging and seamless UC compatibility to further enhance productivity in the workplace. Engineered for the hybrid generation, the BH7X fits in seamlessly at the office or on the go with its contemporary design and a discrete, hidden boom arm that still guarantees exceptional, professional sound and enjoyment of all-day comfort. In addition to the BH7X, the Yealink Headset family is bolstered by other effective products such as the Yealink UH38 Premium USB headset, which provides stable communication with Bluetooth & USB dual connection; for more personal collaboration usage, interested consumers can also consider the Yealink WH DECT series for all-in-one call control & cross devices usage. All devices are designed to work flawlessly with the Yealink UC family, powering workers into a future of hybrid operations and communications needs.Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥85.83, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 32x in the Communications industry in China. Total returns to shareholders of 258% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥85.85 per share.Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.46 (vs CN¥0.40 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: CN¥878.1m (up 16% from 3Q 2020). Net income: CN¥411.9m (up 14% from 3Q 2020). Profit margin: 47% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Aug 24Price target increased to CN¥104Up from CN¥95.37, the current price target is an average from 10 analysts. New target price is 17% above last closing price of CN¥88.85. Stock is up 54% over the past year.Reported Earnings • Aug 22Second quarter 2021 earnings released: EPS CN¥0.48 (vs CN¥0.31 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥907.1m (up 65% from 2Q 2020). Net income: CN¥431.9m (up 55% from 2Q 2020). Profit margin: 48% (down from 51% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jul 16Price target increased to CN¥101Up from CN¥91.60, the current price target is an average from 10 analysts. New target price is 5.1% above last closing price of CN¥96.01. Stock is up 45% over the past year.お知らせ • May 27Yealink Network Technology Co., Ltd. Announces Final Cash Dividend for 2020, Payable on 02 June 2021Yealink Network Technology Co., Ltd. announced final tax included cash dividend of CNY 6.50 per 10 A shares for 2020. Record date is 01 June 2021, ex-date is 02 June 2021, and the payment date is 02 June 2021.お知らせ • May 19Yealink Network Technology Co., Ltd. Approves Cash Dividend for the Year 2020Yealink Network Technology Co., Ltd. announced that at its AGM held on 14 May 2021, it has approved cash dividend/10 shares (tax included) of CNY 6.50000000 for the year 2020.Reported Earnings • Apr 25First quarter 2021 earnings released: EPS CN¥0.42 (vs CN¥0.41 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥743.4m (up 14% from 1Q 2020). Net income: CN¥374.3m (up 2.3% from 1Q 2020). Profit margin: 50% (down from 56% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.株主還元300628CN CommunicationsCN 市場7D-4.9%3.9%-1.8%1Y7.1%195.7%32.7%株主還元を見る業界別リターン: 300628過去 1 年間で195.7 % の収益を上げたCN Communications業界を下回りました。リターン対市場: 300628は、過去 1 年間で32.7 % のリターンを上げたCN市場を下回りました。価格変動Is 300628's price volatile compared to industry and market?300628 volatility300628 Average Weekly Movement4.6%Communications Industry Average Movement7.5%Market Average Movement6.6%10% most volatile stocks in CN Market10.2%10% least volatile stocks in CN Market4.3%安定した株価: 300628 、 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: 300628の 週次ボラティリティ ( 5% ) 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20012,394Zhisong Chenwww.yealink.comYealink Network Technology Co., Ltd.は音声会議、音声通信、コラボレーションソリューションを世界中に提供している。同社は、ビデオ会議（VC）デバイス、Teams電話、Teamsルームシステム、Zoom電話、Zoomルームキット、ヘッドセット、スピーカーフォン、ルームスケジューリング、USBカメラとBYODキット、DECT電話、会議電話、ブルートゥースワイヤレスヘッドセット、DECTワイヤレスヘッドセット、有線ヘッドセット、ワイヤレスプレゼンテーションシステム、およびEoL製品、PCデスクトップソフトウェア、およびUSBデバイス管理ソフトウェアを提供しています。また、デバイス管理プラットフォーム、管理クラウドサービス、USBコネクト管理、VCクラウド管理などの管理プラットフォームも提供している。さらに、ソフトウェア開発、情報システムインテグレーションサービス、ユニファイドコミュニケーション端末の販売も行っている。易聯網絡科技有限公司は2001年に設立され、本社は中国厦門市にある。もっと見るYealink Network Technology Co., Ltd. 基礎のまとめYealink Network Technology の収益と売上を時価総額と比較するとどうか。300628 基礎統計学時価総額CN¥45.79b収益（TTM）CN¥2.69b売上高(TTM)CN¥6.26b17.0xPER（株価収益率7.3xP/Sレシオ300628 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300628 損益計算書（TTM）収益CN¥6.26b売上原価CN¥2.30b売上総利益CN¥3.96bその他の費用CN¥1.26b収益CN¥2.69b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）2.13グロス・マージン63.19%純利益率43.04%有利子負債／自己資本比率0%300628 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5.0%現在の配当利回り85%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2026/05/31 00:41終値2026/05/29 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Yealink Network Technology Co., Ltd. 5 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。11 アナリスト機関Liangbi ZhaoChina Galaxy Securities Co., Ltd.Xinyi ZhengChina International Capital Corporation LimitedYayuan HuangCitic Securities Co., Ltd.8 その他のアナリストを表示
お知らせ • May 29Yealink Network Announces Final Profit Distribution Plan to Be Implemented on A Share for 2025, Payable on May 29, 2026Yealink Network announced a final profit distribution plan to be implemented on A share with cash dividend of CNY 13.000 per 10 shares for 2025. The record date is May 28, 2026, and the payment date is May 29, 2026. The ex-date is May 29, 2026.
Reported Earnings • Apr 22Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CN¥2.06 (down from CN¥2.10 in FY 2024). Revenue: CN¥6.03b (up 7.3% from FY 2024). Net income: CN¥2.60b (down 1.8% from FY 2024). Profit margin: 43% (down from 47% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 33% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Apr 22Yealink Network Technology Co., Ltd., Annual General Meeting, May 15, 2026Yealink Network Technology Co., Ltd., Annual General Meeting, May 15, 2026, at 14:30 China Standard Time. Location: 10F, No. 666, Hu'an Road, Huli District, Xiamen, Fujian China
お知らせ • Mar 31Yealink Network Technology Co., Ltd. to Report Q1, 2026 Results on Apr 22, 2026Yealink Network Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 22, 2026
Reported Earnings • Feb 28Full year 2025 earnings released: EPS: CN¥2.05 (vs CN¥2.10 in FY 2024)Full year 2025 results: EPS: CN¥2.05 (down from CN¥2.10 in FY 2024). Revenue: CN¥6.03b (up 7.3% from FY 2024). Net income: CN¥2.60b (down 1.8% from FY 2024). Profit margin: 43% (down from 47% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 30% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Dec 31Yealink Network Technology Co., Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2026Yealink Network Technology Co., Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2026
お知らせ • May 29Yealink Network Announces Final Profit Distribution Plan to Be Implemented on A Share for 2025, Payable on May 29, 2026Yealink Network announced a final profit distribution plan to be implemented on A share with cash dividend of CNY 13.000 per 10 shares for 2025. The record date is May 28, 2026, and the payment date is May 29, 2026. The ex-date is May 29, 2026.
Reported Earnings • Apr 22Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CN¥2.06 (down from CN¥2.10 in FY 2024). Revenue: CN¥6.03b (up 7.3% from FY 2024). Net income: CN¥2.60b (down 1.8% from FY 2024). Profit margin: 43% (down from 47% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 33% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Apr 22Yealink Network Technology Co., Ltd., Annual General Meeting, May 15, 2026Yealink Network Technology Co., Ltd., Annual General Meeting, May 15, 2026, at 14:30 China Standard Time. Location: 10F, No. 666, Hu'an Road, Huli District, Xiamen, Fujian China
お知らせ • Mar 31Yealink Network Technology Co., Ltd. to Report Q1, 2026 Results on Apr 22, 2026Yealink Network Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 22, 2026
Reported Earnings • Feb 28Full year 2025 earnings released: EPS: CN¥2.05 (vs CN¥2.10 in FY 2024)Full year 2025 results: EPS: CN¥2.05 (down from CN¥2.10 in FY 2024). Revenue: CN¥6.03b (up 7.3% from FY 2024). Net income: CN¥2.60b (down 1.8% from FY 2024). Profit margin: 43% (down from 47% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 30% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Dec 31Yealink Network Technology Co., Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2026Yealink Network Technology Co., Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2026
Reported Earnings • Oct 27Third quarter 2025 earnings released: EPS: CN¥0.57 (vs CN¥0.56 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.57 (up from CN¥0.56 in 3Q 2024). Revenue: CN¥1.65b (up 14% from 3Q 2024). Net income: CN¥718.1m (up 1.9% from 3Q 2024). Profit margin: 44% (down from 49% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Sep 30Yealink Network Technology Co., Ltd. to Report Q3, 2025 Results on Oct 27, 2025Yealink Network Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 27, 2025
Declared Dividend • Sep 25First half dividend reduced to CN¥0.50Dividend of CN¥0.50 is 17% lower than last year. Ex-date: 29th September 2025 Payment date: 29th September 2025 Dividend yield will be 4.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not adequately covered by earnings (90.0% earnings payout ratio) nor is it covered by cash flows (106% cash payout ratio). The dividend has increased by an average of 43% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share is expected to grow by 53% over the next 3 years, which should maintain adequate earnings cover for the dividend.
お知らせ • Aug 27Yealink Network Technology Co., Ltd. Proposes Interim Cash Dividend for the Year 2025Yealink Network Technology Co., Ltd. at its 2nd Extraordinary General Meeting of 2025 to be held on 17 September 2025, proposed interim cash dividend/10 shares (tax included) of CNY 5.00000000 for the year 2025.
Buy Or Sell Opportunity • Aug 26Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 9.4% to CN¥38.53. The fair value is estimated to be CN¥31.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 9.2%. Revenue is forecast to grow by 44% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.
お知らせ • Jul 02Yealink Network Technology Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Yealink Network Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
Declared Dividend • May 29Dividend increased to CN¥1.30Dividend of CN¥1.30 is 44% higher than last year. Ex-date: 30th May 2025 Payment date: 30th May 2025 Dividend yield will be 5.3%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio) nor is it adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 43% per year over the past 8 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1.0% to bring the payout ratio under control. EPS is expected to grow by 46% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • May 22Yealink Network Technology Co., Ltd. Approves Final Cash Dividend for the Year 2024Yealink Network Technology Co., Ltd. at its AGM held on 20 May 2025, approved Cash dividend/10 shares (tax included): CNY 13.00000000 for the year 2024.
Price Target Changed • Apr 23Price target decreased by 9.1% to CN¥44.56Down from CN¥49.00, the current price target is an average from 5 analysts. New target price is 32% above last closing price of CN¥33.68. Stock is down 7.9% over the past year. The company is forecast to post earnings per share of CN¥2.37 for next year compared to CN¥2.10 last year.
Buy Or Sell Opportunity • Apr 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to CN¥33.68. The fair value is estimated to be CN¥42.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.
Reported Earnings • Apr 22First quarter 2025 earnings released: EPS: CN¥0.45 (vs CN¥0.45 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.45 (down from CN¥0.45 in 1Q 2024). Revenue: CN¥1.21b (up 3.6% from 1Q 2024). Net income: CN¥562.1m (down 1.2% from 1Q 2024). Profit margin: 47% (down from 49% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Apr 22Yealink Network Technology Co., Ltd. Proposes Final Cash Dividend for the Year 2024Yealink Network Technology Co., Ltd. proposed final cash dividend of CNY 13.000000 per 10 shares (tax included) for the year 2024.
お知らせ • Apr 21Yealink Network Technology Co., Ltd., Annual General Meeting, May 20, 2025Yealink Network Technology Co., Ltd., Annual General Meeting, May 20, 2025, at 14:30 China Standard Time. Location: 10F, No. 666, Hu'an Road, Huli District, Xiamen, Fujian China
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥33.83, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 35x in the Communications industry in China. Total loss to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥49.75 per share.
お知らせ • Mar 31Yealink Network Technology Co., Ltd. to Report Q1, 2025 Results on Apr 21, 2025Yealink Network Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 21, 2025
Buy Or Sell Opportunity • Mar 25Now 21% undervaluedOver the last 90 days, the stock has risen 5.7% to CN¥41.04. The fair value is estimated to be CN¥51.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Reported Earnings • Mar 01Full year 2024 earnings released: EPS: CN¥2.09 (vs CN¥1.59 in FY 2023)Full year 2024 results: EPS: CN¥2.09 (up from CN¥1.59 in FY 2023). Revenue: CN¥5.62b (up 29% from FY 2023). Net income: CN¥2.64b (up 32% from FY 2023). Profit margin: 47% (in line with FY 2023). Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Dec 31Yealink Network Technology Co., Ltd. to Report Fiscal Year 2024 Results on Apr 21, 2025Yealink Network Technology Co., Ltd. announced that they will report fiscal year 2024 results on Apr 21, 2025
Price Target Changed • Oct 26Price target increased by 11% to CN¥48.46Up from CN¥43.84, the current price target is an average from 5 analysts. New target price is 21% above last closing price of CN¥39.96. Stock is up 24% over the past year. The company is forecast to post earnings per share of CN¥2.01 for next year compared to CN¥1.59 last year.
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: CN¥0.56 (vs CN¥0.46 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.56 (up from CN¥0.46 in 3Q 2023). Revenue: CN¥1.44b (up 22% from 3Q 2023). Net income: CN¥704.4m (up 21% from 3Q 2023). Profit margin: 49% (in line with 3Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Sep 30Yealink Network Technology Co., Ltd. to Report Q3, 2024 Results on Oct 23, 2024Yealink Network Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 23, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥42.28, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 24x in the Communications industry in China. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥68.73 per share.
Declared Dividend • Sep 21First half dividend of CN¥0.60 announcedShareholders will receive a dividend of CN¥0.60. Ex-date: 26th September 2024 Payment date: 26th September 2024 Dividend yield will be 4.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (108% cash payout ratio). The dividend has increased by an average of 50% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 20Yealink Network Technology Co., Ltd. Announces Interim Cash Dividend of the Year 2024 of A Shares, Payable on 26 September 2024Yealink Network Technology Co., Ltd. announced interim cash dividend/10 shares (tax included) of CNY 6.00000000 for year 2024 of A shares. Record date is 25 September 2024. Ex-date is 26 September 2024. Payment date is 26 September 2024.
お知らせ • Sep 13Yealink Network Technology Co., Ltd. Approves Interim Cash Dividend for the Year 2024Yealink Network Technology Co., Ltd. at its Extraordinary General Meeting held on 11 September 2024, approved interim cash dividend per ten shares (tax included) of CNY 6.00000000 for the year 2024.
Price Target Changed • Sep 09Price target decreased by 9.2% to CN¥43.54Down from CN¥47.94, the current price target is an average from 5 analysts. New target price is 31% above last closing price of CN¥33.20. Stock is down 7.9% over the past year. The company is forecast to post earnings per share of CN¥1.99 for next year compared to CN¥1.59 last year.
お知らせ • Sep 05Yealink Unveils the Meetingbar A40: A Simple, Powerful, and Secure Solution for Hybrid MeetingsYealink, introduced Android-based all-in-one video bars, continues to lead the way with the MeetingBar A40—an ideal solution for premium small to medium rooms, offering unmatched simplicity, performance, and security for hybrid meetings. Effortless Setup with One-Cable Simplicity; Say goodbye to the clutter of tangled cables and complex configurations. The MeetingBar A40 simplifies deployment with its innovative One-Cable Solution. Here's what sets it apart: Single Cat5e Cable Connection: Connect a single Cat5e cable from the bar to the touch console to handle both power and network connectivity. This streamlined approach eliminates the need for additional cables, and automatic sync upon signing in ensures a hassle-free start. All-in-One USB-C Cable: A single USB-C cable connects the touch console to PC, managing 4K content sharing, BYOD, and power delivery. No more juggling HDMI cable, VCH cord, or PD charger—just one cable on the table for all needs. Elevating Hybrid Meeting Experiences; Hybrid meetings can often leave remote participants feeling disconnected from those who are attending in person. The MeetingBar A40 addresses this with its cutting-edge dual-camera system, powered by AI. The ultra-wide view ensures every participant is visible, while the IntelliFocus feature dynamically adjusts to active speakers. This ensures that all are seen and contributes to a more inclusive and engaging meeting. Background noise can disrupt communication in hybrid settings, but the A40 tackles these challenges with its advanced AI-enhanced audio technology. Featuring an 8-MEMS beamforming microphone array, it captures voices from all directions with clarity. Coupled with a full-duplex audio and powerful stereo speakers, the A40 delivers an immersive, crystal-clear audio experience. Future-Proof Security with Android; Running on Android 13 and integrated with the Microsoft Device Ecosystem Platform (MDEP), the MeetingBar A40 ensures robust security and future readiness. Features such as Secure Boot, Hardware Attestation, Microsoft PKI, and Secure Pairing provide comprehensive protection against potential threats, giving peace of mind in every meeting. Yealink's MeetingBar A40 is more than just a piece of technology; it's a game-changer for today's dynamic work environments. With its blend of simplicity, inclusivity, and advanced security, the A40 is poised to elevate hybrid meetings to new heights. Discover the future of meetings with Yealink.
お知らせ • Aug 28Yealink Network Technology Co., Ltd. Proposes Dividend for the First Half of 2024Yealink Network Technology Co., Ltd. proposed Cash dividend/10 shares (tax included): CNY 6.00000000 for the first half of 2024.
Reported Earnings • Aug 27Second quarter 2024 earnings released: EPS: CN¥0.63 (vs CN¥0.48 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.63 (up from CN¥0.48 in 2Q 2023). Revenue: CN¥1.50b (up 30% from 2Q 2023). Net income: CN¥791.7m (up 31% from 2Q 2023). Profit margin: 53% (in line with 2Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
お知らせ • Jun 29Yealink Network Technology Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024Yealink Network Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024
Declared Dividend • May 30Dividend of CN¥0.90 announcedShareholders will receive a dividend of CN¥0.90. Ex-date: 4th June 2024 Payment date: 4th June 2024 Dividend yield will be 3.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but not covered by cash flows (135% cash payout ratio). The dividend has increased by an average of 50% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 64% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 29Yealink Network Technology Co., Ltd. Implements 2023 Final Profit Distribution (A Shares), Payable on 04 June 2024Yealink Network Technology Co., Ltd. implemented 2023 final profit distribution plan (A shares): cash dividend/10 shares (tax included) of CNY 9.00000000. Record date is 03 June 2024, ex-date is 04 June 2024 and payment date is 04 June 2024.
Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: CN¥0.45 (vs CN¥0.34 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.45 (up from CN¥0.34 in 1Q 2023). Revenue: CN¥1.16b (up 31% from 1Q 2023). Net income: CN¥568.6m (up 35% from 1Q 2023). Profit margin: 49% (up from 48% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Communications industry in China. 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 10% per year, which means it is significantly lagging earnings.
お知らせ • Apr 23Yealink Network Technology Co., Ltd., Annual General Meeting, May 15, 2024Yealink Network Technology Co., Ltd., Annual General Meeting, May 15, 2024, at 14:30 China Standard Time. Location: 10F, No. 666, Hu'an Road, Huli District, Xiamen, Fujian China
お知らせ • Apr 17Yealink Introduces the MVC S40, Transforming Hybrid WorkspacesYealink is addressing the evolving challenges of hybrid workplaces, where flexibility in collaboration methods and locations is increasing. A concerning statistic from the Work Trend Index Annual Report reveals that 43% of remote employees feel disconnected during video conferences, resulting in less efficient meetings. To combat this issue, Yealink has launched its latest innovation, the MVC S40. This new product builds on the success of last year's Windows-based MVC series, integrating advanced AI technology to enhance the hybrid meeting experience and bridge the gap between virtual and in-person communication. In hybrid meetings, remote participants often struggle to feel included, appearing small and distant on the screen. The MVC S40 changes the game with its innovative dual-camera system, powered by AI. It captures an ultra-wide view, ensuring everyone is visible, while the IntelliFocus feature dynamically adjusts the camera focus to highlight active speakers. This inclusivity fosters equality, empowering all participants to contribute confidently, just like in face-to-face meetings. Effective collaboration hinges on clear communication, but background noise and echoes can disrupt hybrid meetings. The MVC S40 tackles this challenge head-on with AI-enhanced audio capabilities. Its 8-MEMS beamforming microphone captures voices from all directions, while a full-duplex audio algorithm ensures crystal-clear, noise-free transmission, even during simultaneous speech. Combined with powerful stereo speakers, the MVC S40 creates an immersive meeting environment conducive to effective collaboration. To further enhance your meeting experience, Yealink has introduced the Trade-in Program, offering up to a 35% discount on the MVC series. Whether you're upgrading from Yealink or other leading vendors' video conferencing devices, the program provides a hassle-free solution to ensure you stay ahead of the curve. By participating, you not only mitigate security risks associated with Microsoft's Windows upgrade policy but also harness the power of AI to unlock unprecedented collaboration and productivity.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥29.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 29x in the Communications industry in China. Total loss to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥41.88 per share.
お知らせ • Mar 30Yealink Network Technology Co., Ltd. to Report Q1, 2024 Results on Apr 23, 2024Yealink Network Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 23, 2024
お知らせ • Mar 23Yealink Announces the Launch of the Revolutionary Bh70 Bluetooth Headset: the Future of Business CommunicationYealink is proud to introduce the Yealink BH70 Bluetooth Headset. With the rise of hybrid work models, companies are adapting their work models to support remote and flexible work arrangements. This device is crafted to address the diverse demands of a hybrid workforce, enabling seamless connectivity and productivity without geographical constraints. As the concept of workspaces transitions to support hybrid models, the necessity for high-performance business headsets has escalated. SurveyMonkey indicates that 40% of companies are redefining their work models to accommodate hybrid arrangements, focusing on the physical workspace, tools, and endpoints essential for a versatile and connected workforce. The Yealink BH70 Bluetooth Headset is a pivotal tool for professionals who require consistent and clear communication across various locations. The vast array of available technology makes the choice of an ideal business headset challenging. Users often face a trade-off between advanced features and affordability. Yealink's BH70 Bluetooth Headset eliminates this compromise, offering premium features without the premium price. Yealink's BH70 Bluetooth Headset is a testament to the company's commitment to providing advanced, accessible technology. It boasts: Industry-leading 3-Mic noise cancellation technology, ensuring clarity in noisy environments. An ergonomic design for sustained comfort during prolonged use. A stable and reliable Bluetooth connection is essential for uninterrupted communication. The Yealink BH70 is not merely an audio device; it is a productivity-enhancing tool tailored to meet the varied requirements of modern professionals.
Reported Earnings • Feb 24Full year 2023 earnings: EPS in line with expectations, revenues disappointFull year 2023 results: EPS: CN¥1.60 (down from CN¥1.73 in FY 2022). Revenue: CN¥4.36b (down 9.4% from FY 2022). Net income: CN¥2.02b (down 7.1% from FY 2022). Profit margin: 46% (up from 45% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
お知らせ • Dec 29Yealink Network Technology Co., Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024Yealink Network Technology Co., Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024
Buying Opportunity • Nov 30Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be CN¥40.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 49% in 2 years. Earnings is forecast to grow by 49% in the next 2 years.
Price Target Changed • Oct 27Price target decreased by 9.7% to CN¥45.79Down from CN¥50.73, the current price target is an average from 5 analysts. New target price is 42% above last closing price of CN¥32.30. Stock is down 32% over the past year. The company is forecast to post earnings per share of CN¥1.66 for next year compared to CN¥1.73 last year.
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.46 (vs CN¥0.51 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.46 (down from CN¥0.51 in 3Q 2022). Revenue: CN¥1.18b (down 3.5% from 3Q 2022). Net income: CN¥584.7m (down 9.2% from 3Q 2022). Profit margin: 50% (down from 53% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Sep 30Yealink Network Technology Co., Ltd. to Report Q3, 2023 Results on Oct 26, 2023Yealink Network Technology Co., Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023
お知らせ • Sep 22Yealink Network Technology Co., Ltd. Declares Implementation Interim Profit Distribution Plan as Cash Dividend/10 A Shares, Payable on September 27, 2023Yealink Network Technology Co., Ltd. declared implemented interim profit distribution plan as Cash dividend/10 A shares (tax included) of CNY 5.00000000, Record date: 26 September 2023; Ex-date: 27 September 2023; Payment date: 27 September 2023.
お知らせ • Sep 19Yealink Network Technology Co., Ltd. Announces Interim Profit Distribution Plan for 2023Yealink Network Technology Co., Ltd. held its 2nd Extraordinary General Meeting of 2023 on 15 September 2023 were approved 2023 interim profit distribution plan as Cash dividend/10 shares (tax included): CNY 5.00000000.
お知らせ • Sep 02Yealink Network Technology Co., Ltd. Announces Interim Dividend for the First Half of 2023Yealink Network Technology Co., Ltd. announced on 31 August 2023 the profit distribution proposal for the first half of 2023 as follows: Cash dividend/10 shares (tax included): CNY 5.00000000.
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥39.86, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 27x in the Communications industry in China. Total loss to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥47.45 per share.
Price Target Changed • Jul 18Price target decreased by 7.9% to CN¥51.35Down from CN¥55.78, the current price target is an average from 4 analysts. New target price is 36% above last closing price of CN¥37.81. Stock is down 29% over the past year. The company is forecast to post earnings per share of CN¥2.03 for next year compared to CN¥1.73 last year.
Buying Opportunity • Jun 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 37%. The fair value is estimated to be CN¥44.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 70% in 2 years. Earnings is forecast to grow by 63% in the next 2 years.
お知らせ • May 30Yealink Network Technology Co., Ltd. Approves Profit Distribution for 2022, Payable on 02 June 2023Yealink Network Technology Co., Ltd. approved cash dividend per 10 shares (tax included) of CNY 13.00000000 for 2022 at its annual general meeting. Record date: 01 June 2023. Ex-date: 02 June 2023. Payment date: 02 June 2023.
お知らせ • May 19Yealink Network Technology Co., Ltd. Approves Cash Dividend for 2022Yealink Network Technology Co., Ltd. approved Cash dividend/10 shares (tax included) of CNY 13.00000000 for 2022 at its Annual General Meeting of 2022 on 15 May 2023.
Reported Earnings • Apr 23First quarter 2023 earnings released: EPS: CN¥0.47 (vs CN¥0.54 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.47 (down from CN¥0.54 in 1Q 2022). Revenue: CN¥888.6m (down 15% from 1Q 2022). Net income: CN¥422.9m (down 13% from 1Q 2022). Profit margin: 48% (in line with 1Q 2022). Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥79.65, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 24x in the Communications industry in China. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥64.81 per share.
Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥72.00, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 23x in the Communications industry in China. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥65.83 per share.
Price Target Changed • Jan 21Price target decreased to CN¥92.55Down from CN¥100, the current price target is an average from 5 analysts. New target price is 49% above last closing price of CN¥62.00. Stock is down 26% over the past year. The company is forecast to post earnings per share of CN¥2.40 for next year compared to CN¥1.80 last year.
お知らせ • Jan 17+ 1 more updateYealink Reveals the BH7X Bluetooth Headsets, the New Standard for Hybrid WorkYealink held an online demo to showcase the brand-new BH7X Series Bluetooth headsets on January 12, 2023 including the Brand-new BH71 mono Bluetooth headset, especially designed for hybrid working, the upgraded BH72 essential Bluetooth headset for daily usage, and the BH76 premium Bluetooth headset, featuring exceptional active noise cancellation (ANC) abilities. During some demonstration, Yealink showed it to the world how the crystal-clear sound quality, sleek design and seamless collaboration with united communication (UC) devices and platforms deliver an intuitive experience for hybrid workers in the post-pandemic era, delivering a reliable performance in day-to-day life, against the challenges of different environments, long-time wearing and multi-device collaboration. Moreover, tailored for hybrid work, the Yealink BH7X series headset delivers an outstanding performance in battery efficiency, with 35 hours talking time for BH72 and BH76, and 30 hours talking time for BH71. Yealink has also recently launched the innovative PowerStation & UC Workstation to simplify desktops and redefine personal collaboration across various devices and platforms. With seamless integration into leading UC platforms, Yealink is driving communications and device collaboration forward in the post-pandemic era. Yealink BH71: The Yealink BH71 offers more than just noise cancellation and wireless communications. With a 4-mic array beamforming noise cancellation, it reduces up to 90% of background noise. It boasts an adjustable ear hook and 18g lightweight that facilitates comfortable wearing too. No matter how far a journey is, users don't need to stay plugged in: the BH71 allows up to 10 hours of talk time plus an additional 20 hours with the charging case. Its lightweight design, at only 50g, makes it easy to carry around, allowing for collaboration and communication anywhere you go. The groundbreaking noise cancellation, combined with its sustainable features, make this product perfect for those on-the-go who want a comfortable but reliable experience while on their travels. Yealink BH76 & BH72: The Yealink BH76 and BH72 headsets are pioneering in their Point-of-Collaboration (POC) and ANC abilities (only available for BH76, allowing users to focus on communications and collaborate more. The new design has incorporated Acoustic Shield Technology to generate an optimal sound environment by reducing up to 90% of background noise with its noise cancellation microphone. Their 35 hours long talk time maxes out employee conversations and collaborations so that they never have any worries. For added convenience and comfort, the headset is built with a retractable microphone boom arm that allows users to adjust it with ease. No matter where employees go, the BH76/72 will deliver unparalleled sound quality and a comfortable wearing experience. Staying Focused: This range of headsets provide users with an intuitive experience, crystal-clear sound quality, a sleek design, and long-time battery efficiency Moreover, Yealink BH7X Bluetooth Headsets are compatible with leading UC platforms, including Microsoft Teams and ZOOM, to deliver a more seamless personal collaboration experience. Whether at the desk or on-the-go, Yealink's BH7X Series Bluetooth Headsets offer unrivaled sound quality and comfort to keep employees connected and focused.
Board Change • Jan 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 5 highly experienced directors. Independent Director Junli Zhang was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Nov 05Yealink Announces Release of its New MeetingBar A10Yealink announced the release of its new MeetingBar A10, specially designed for meetings in huddle spaces. The Yealink MeetingBar A10 caters to all the huddle space meeting needs. It is compact enough to fit in anywhere. Customers can set up within minutes and kick off their huddle space meeting in seconds. Furthermore, compared with USB peripheral solutions, MeetingBar A10 offers more: powerful video and audio, native meeting control and remote device management. The Yealink MeetingBar A10 is fully certified by and fully compatible with leading video platforms such as Microsoft Teams and Zoom. It also adds flexibility as a standalone USB peripheral. No matter what platform a company starts with, later when migrating to a native experience like Microsoft Teams or Zoom, the transition can be completed seamlessly. Though compact, the bar packs powerful AI-enhanced video and audio features. The AI-powered camera features real-time and precise Auto Framing and Speaker Tracking. Yealink's deep learning intelligent audio analysis technology erases background noises. Thanks to this powerful video and audio technology, everyone gets an equal seat in the meeting. When working as a peripheral device, A10 supports wireless connection with WPP30 presentation pod. Simply plug the WPP30 pod into the laptop's USB-C port, rich video and audio from A10 are shared immediately without the need for installing software or drivers. The Yealink MeetingBar A10 can be monitored, controlled and upgraded remotely with a free YMCS (Yealink Management Cloud Service) account. Whether its firmware updates, configuration updates, or troubleshooting, can all be done remotely. With the introduction of the MeetingBar A10, expected to be available in December 2022, Yealink adds to its impressive portfolio of Android-based video meeting solutions. DeskVision A24 for phone room and hot-desking collaboration; MeetingBar A10 for huddle spaces and home office; MeetingBar A20 for small rooms; MeetingBar A30 for medium-to-large rooms; MeetingBoard for all sizes of rooms, from manager's office to large rooms.
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.71 (vs CN¥0.46 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.71 (up from CN¥0.46 in 3Q 2021). Revenue: CN¥1.22b (up 39% from 3Q 2021). Net income: CN¥644.2m (up 56% from 3Q 2021). Profit margin: 53% (up from 47% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS: CN¥0.72 (vs CN¥0.48 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.72 (up from CN¥0.48 in 2Q 2021). Revenue: CN¥1.30b (up 43% from 2Q 2021). Net income: CN¥650.0m (up 51% from 2Q 2021). Profit margin: 50% (up from 48% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 28%, compared to a 33% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 19% per year.
Buying Opportunity • Aug 29Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.1%. The fair value is estimated to be CN¥88.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 63% in 2 years. Earnings is forecast to grow by 64% in the next 2 years.
Buying Opportunity • Jul 12Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be CN¥89.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 66% in 2 years. Earnings is forecast to grow by 70% in the next 2 years.
お知らせ • May 26Yealink Network Technology Co., Ltd. Approves Profit Distribution for 2021, Payable on May 31, 2022Yealink Network Technology Co., Ltd. approved cash dividend per 10 shares (tax included) of CNY 8.00000000 for 2021 at its annual general meeting held on 16 May 2022. Record date of 30 May 2022, Ex-date of 31 May 2022, Payment date of 31 May 2022.
お知らせ • May 19Yealink Network Technology Co., Ltd. Approves Cash Dividend for 2021Yealink Network Technology Co., Ltd. approved cash dividend per 10 shares (tax included) of CNY 8.00000000 for 2021 at its annual general meeting held on 16 May 2022.
Reported Earnings • Apr 27First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: CN¥0.54 (up from CN¥0.42 in 1Q 2021). Revenue: CN¥1.04b (up 40% from 1Q 2021). Net income: CN¥486.8m (up 30% from 1Q 2021). Profit margin: 47% (down from 50% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 30%, compared to a 30% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 26Yealink Network Technology Co., Ltd. Announces Profit Distribution for 2021Yealink Network Technology Co., Ltd. announces profit distribution proposal for 2021 as final Cash dividend/10 shares (tax included): CNY 8.00000000.
Reported Earnings • Mar 03Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: CN¥3.70b (up 34% from FY 2020). Net income: CN¥1.62b (up 27% from FY 2020). Profit margin: 44% (down from 46% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 24%, compared to a 28% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 22Yealink Network Technology Co., Ltd. Reveals BH7X Bluetooth Headsets Designed for the Hybrid GenerationYealink Network Technology Co., Ltd. has officially announced the release of its new BH7X Bluetooth Headsets to meet the demands of the predominant hybrid working population. Following the launch of the company's WH6X DECT headsets, Yealink has solidified its position as the provider of top professional headsets for office use. Targeting workers of the H Generation — a Hybrid breed of professionals that have a pressing need for quality Headsets — the company understands the demand for a product that can fulfill work requirements competently, with portability at its core, and flexible enough for casual use. The new BH7X Bluetooth Headset is the solution. Finding a workspace anywhere is easy with the help of the BH7X. The technology and components powering Yealink's latest product include: Ole Wolff Diaphragm; Hi-Fi Level Audio Codec aptX; Intelligent dynamic Active Noise Cancellation (ANC); Acoustic Shield Technology; Multiple noise-cancellation microphones. This allows for excellent voice quality and clarity for daily use, and no compromise whether it is for work, leisure, or general call experience wherever users may be. The BH7X also brings wireless charging and seamless UC compatibility to further enhance productivity in the workplace. Engineered for the hybrid generation, the BH7X fits in seamlessly at the office or on the go with its contemporary design and a discrete, hidden boom arm that still guarantees exceptional, professional sound and enjoyment of all-day comfort. In addition to the BH7X, the Yealink Headset family is bolstered by other effective products such as the Yealink UH38 Premium USB headset, which provides stable communication with Bluetooth & USB dual connection; for more personal collaboration usage, interested consumers can also consider the Yealink WH DECT series for all-in-one call control & cross devices usage. All devices are designed to work flawlessly with the Yealink UC family, powering workers into a future of hybrid operations and communications needs.
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥85.83, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 32x in the Communications industry in China. Total returns to shareholders of 258% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥85.85 per share.
Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.46 (vs CN¥0.40 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: CN¥878.1m (up 16% from 3Q 2020). Net income: CN¥411.9m (up 14% from 3Q 2020). Profit margin: 47% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Aug 24Price target increased to CN¥104Up from CN¥95.37, the current price target is an average from 10 analysts. New target price is 17% above last closing price of CN¥88.85. Stock is up 54% over the past year.
Reported Earnings • Aug 22Second quarter 2021 earnings released: EPS CN¥0.48 (vs CN¥0.31 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥907.1m (up 65% from 2Q 2020). Net income: CN¥431.9m (up 55% from 2Q 2020). Profit margin: 48% (down from 51% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jul 16Price target increased to CN¥101Up from CN¥91.60, the current price target is an average from 10 analysts. New target price is 5.1% above last closing price of CN¥96.01. Stock is up 45% over the past year.
お知らせ • May 27Yealink Network Technology Co., Ltd. Announces Final Cash Dividend for 2020, Payable on 02 June 2021Yealink Network Technology Co., Ltd. announced final tax included cash dividend of CNY 6.50 per 10 A shares for 2020. Record date is 01 June 2021, ex-date is 02 June 2021, and the payment date is 02 June 2021.
お知らせ • May 19Yealink Network Technology Co., Ltd. Approves Cash Dividend for the Year 2020Yealink Network Technology Co., Ltd. announced that at its AGM held on 14 May 2021, it has approved cash dividend/10 shares (tax included) of CNY 6.50000000 for the year 2020.
Reported Earnings • Apr 25First quarter 2021 earnings released: EPS CN¥0.42 (vs CN¥0.41 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥743.4m (up 14% from 1Q 2020). Net income: CN¥374.3m (up 2.3% from 1Q 2020). Profit margin: 50% (down from 56% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
