View Future GrowthPOCO Holding 過去の業績過去 基準チェック /46POCO Holdingは、平均年間27.6%の収益成長を遂げていますが、 Electronic業界の収益は、年間 成長しています。収益は、平均年間0.2% 22.3%収益成長率で 成長しています。 POCO Holdingの自己資本利益率は14.1%であり、純利益率は22.7%です。主要情報27.60%収益成長率25.74%EPS成長率Electronic 業界の成長10.93%収益成長率22.31%株主資本利益率14.10%ネット・マージン22.68%前回の決算情報31 Mar 2026最近の業績更新お知らせ • Mar 31POCO Holding Co., Ltd. to Report Q1, 2026 Results on Apr 23, 2026POCO Holding Co., Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026お知らせ • Dec 31POCO Holding Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026POCO Holding Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026お知らせ • Sep 30POCO Holding Co., Ltd. to Report Q3, 2025 Results on Oct 22, 2025POCO Holding Co., Ltd. announced that they will report Q3, 2025 results on Oct 22, 2025お知らせ • Jul 02POCO Holding Co., Ltd. to Report First Half, 2025 Results on Aug 23, 2025POCO Holding Co., Ltd. announced that they will report first half, 2025 results on Aug 23, 2025お知らせ • Mar 31POCO Holding Co., Ltd. to Report Q1, 2025 Results on Apr 23, 2025POCO Holding Co., Ltd. announced that they will report Q1, 2025 results on Apr 23, 2025お知らせ • Dec 31POCO Holding Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025POCO Holding Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025すべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Zhihong Yi was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 23POCO Holding Co., Ltd., Annual General Meeting, May 15, 2026POCO Holding Co., Ltd., Annual General Meeting, May 15, 2026, at 14:30 China Standard Time. Location: 13F, Building B, No. 3157, Shahe West Road, Nanshan District, Shenzhen, Guangdong Chinaお知らせ • Mar 31POCO Holding Co., Ltd. to Report Q1, 2026 Results on Apr 23, 2026POCO Holding Co., Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026お知らせ • Dec 31POCO Holding Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026POCO Holding Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026お知らせ • Sep 30POCO Holding Co., Ltd. to Report Q3, 2025 Results on Oct 22, 2025POCO Holding Co., Ltd. announced that they will report Q3, 2025 results on Oct 22, 2025お知らせ • Jul 02POCO Holding Co., Ltd. to Report First Half, 2025 Results on Aug 23, 2025POCO Holding Co., Ltd. announced that they will report first half, 2025 results on Aug 23, 2025お知らせ • May 22Poco Holding Co., Ltd. Approves Cash Dividend for 2024POCO Holding Co., Ltd. at its AGM held on 16 May 2025, approved Cash dividend/10 shares (tax included): CNY 2.00000000 for the year 2024.お知らせ • Apr 25POCO Holding Co., Ltd. Proposes Final Cash Dividend for 2024POCO Holding Co., Ltd. announced on 23 April 2025 the profit distribution proposal for 2024 as follows: Final cash dividend per 10 shares (tax included) of CNY 2.00000000.お知らせ • Apr 23POCO Holding Co., Ltd., Annual General Meeting, May 16, 2025POCO Holding Co., Ltd., Annual General Meeting, May 16, 2025, at 14:30 China Standard Time. Location: 13F, Building B, No. 3157, Shahe West Road, Nanshan District, Shenzhen, Guangdong Chinaお知らせ • Mar 31POCO Holding Co., Ltd. to Report Q1, 2025 Results on Apr 23, 2025POCO Holding Co., Ltd. announced that they will report Q1, 2025 results on Apr 23, 2025お知らせ • Dec 31POCO Holding Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025POCO Holding Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025Buy Or Sell Opportunity • Nov 05Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to CN¥50.53. The fair value is estimated to be CN¥41.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 72% in 2 years. Earnings are forecast to grow by 75% in the next 2 years.Reported Earnings • Oct 23Third quarter 2024 earnings released: EPS: CN¥0.87 (vs CN¥0.20 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.87 (up from CN¥0.20 in 3Q 2023). Revenue: CN¥430.7m (up 58% from 3Q 2023). Net income: CN¥101.3m (up 85% from 3Q 2023). Profit margin: 24% (up from 20% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.Buy Or Sell Opportunity • Oct 21Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to CN¥50.54. The fair value is estimated to be CN¥42.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 77% in 2 years. Earnings are forecast to grow by 85% in the next 2 years.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥45.97, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥42.09 per share.お知らせ • Sep 30POCO Holding Co., Ltd. to Report Q3, 2024 Results on Oct 23, 2024POCO Holding Co., Ltd. announced that they will report Q3, 2024 results on Oct 23, 2024Reported Earnings • Aug 27Second quarter 2024 earnings released: EPS: CN¥0.25 (vs CN¥0.25 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.25 (up from CN¥0.25 in 2Q 2023). Revenue: CN¥461.0m (up 59% from 2Q 2023). Net income: CN¥113.7m (up 66% from 2Q 2023). Profit margin: 25% (up from 24% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.お知らせ • Aug 20POCO Holding Co., Ltd. Approves the Election of Zou Zhao as Non-Employee SupervisorPOCO Holding Co., Ltd. at its Extraordinary General Meeting held on 16 August 2024 approved the election of Zou Zhao as non-employee supervisor.Buy Or Sell Opportunity • Aug 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.3% to CN¥38.91. The fair value is estimated to be CN¥49.24, 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 30%. Revenue is forecast to grow by 83% in 2 years. Earnings are forecast to grow by 91% in the next 2 years.New Risk • Jul 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Jun 29POCO Holding Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024POCO Holding Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024Declared Dividend • Jun 07Dividend of CN¥0.20 announcedShareholders will receive a dividend of CN¥0.20. Ex-date: 12th June 2024 Payment date: 12th June 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (15% earnings payout ratio) but not covered by cash flows (246% cash payout ratio). The dividend has increased by an average of 21% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 108% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 20Full year 2023 earnings released: EPS: CN¥1.29 (vs CN¥1.03 in FY 2022)Full year 2023 results: EPS: CN¥1.29 (up from CN¥1.03 in FY 2022). Revenue: CN¥1.16b (up 8.7% from FY 2022). Net income: CN¥255.8m (up 33% from FY 2022). Profit margin: 22% (up from 18% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China.お知らせ • Mar 30POCO Holding Co., Ltd. to Report Q1, 2024 Results on Apr 25, 2024POCO Holding Co., Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥44.32, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the Electronic industry in China. Total returns to shareholders of 37% over the past three years.お知らせ • Dec 30POCO Holding Co., Ltd. to Report Fiscal Year 2023 Results on Apr 20, 2024POCO Holding Co., Ltd. announced that they will report fiscal year 2023 results on Apr 20, 2024Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥56.74, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 29% over the past three years.Reported Earnings • Oct 24Third quarter 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.28 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.28. Revenue: CN¥272.5m (flat on 3Q 2022). Net income: CN¥54.8m (up 4.0% from 3Q 2022). Profit margin: 20% (in line with 3Q 2022). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.お知らせ • Sep 30POCO Holding Co., Ltd. to Report Q3, 2023 Results on Oct 24, 2023POCO Holding Co., Ltd. announced that they will report Q3, 2023 results on Oct 24, 2023Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥67.84, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 24x in the Electronic industry in China. Total returns to shareholders of 96% over the past three years.お知らせ • Jun 10POCO Holding Co., Ltd. Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2022, Payable on 16 June 2023POCO Holding Co., Ltd. announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 2.00000000 for the year 2022, payable on 16 June 2023. Record date is 15 June 2023. Ex-date is 16 June 2023.お知らせ • May 19Poco Holding Co., Ltd. Approves Cash Dividend for the Year 2022POCO Holding Co., Ltd. held its Annual General Meeting of 2022 on 17 May 2023, during which the following proposal(s) was/were approved: Cash dividend/10 shares (tax included): CNY 2.00000000.Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: CN¥0.60 (vs CN¥0.38 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.60 (up from CN¥0.38 in 1Q 2022). Revenue: CN¥290.7m (up 23% from 1Q 2022). Net income: CN¥65.6m (up 67% from 1Q 2022). Profit margin: 23% (up from 17% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥97.72, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 26x in the Electronic industry in China.Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Zhihong Yi was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥0.51 (vs CN¥0.30 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.51 (up from CN¥0.30 in 3Q 2021). Revenue: CN¥271.6m (up 33% from 3Q 2021). Net income: CN¥52.7m (up 65% from 3Q 2021). Profit margin: 19% (up from 16% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: CN¥0.45 (vs CN¥0.32 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.45 (up from CN¥0.32 in 2Q 2021). Revenue: CN¥269.5m (up 47% from 2Q 2021). Net income: CN¥46.5m (up 44% from 2Q 2021). Profit margin: 17% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 47%, compared to a 27% growth forecast for the Electronic industry in China.Board Change • Jun 15High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Zhihong Yi was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.収支内訳POCO Holding の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史XSEC:300811 収益、費用、利益 ( )CNY Millions日付収益収益G+A経費研究開発費31 Mar 261,90943310516331 Dec 251,80241810115230 Sep 251,73738310714130 Jun 251,72838210713631 Mar 251,71137811513131 Dec 241,66337611811730 Sep 241,5313531049630 Jun 241,373307988731 Mar 241,203262887831 Dec 231,159256857530 Sep 231,1762501027430 Jun 231,1752481037031 Mar 231,1542261006701 Jan 231,066193966430 Sep 22947167615530 Jun 22880147625231 Mar 22793133614601 Jan 22726120574230 Sep 21681113633830 Jun 21619118553131 Mar 21561118492931 Dec 20497107442730 Sep 2044798482430 Jun 2040984452531 Mar 2039276432531 Dec 1940385442431 Dec 1832469301831 Dec 1733969302031 Dec 162295737031 Dec 1514123360質の高い収益: 300811は 高品質の収益 を持っています。利益率の向上: 300811の現在の純利益率 (22.7%)は、昨年(22.1%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 300811の収益は過去 5 年間で年間27.6%増加しました。成長の加速: 300811の過去 1 年間の収益成長率 ( 14.5% ) は、5 年間の平均 ( 年間27.6%を下回っています。収益対業界: 300811の過去 1 年間の収益成長率 ( 14.5% ) はElectronic業界9.4%を上回りました。株主資本利益率高いROE: 300811の 自己資本利益率 ( 14.1% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health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2026/05/22 23:50終値2026/05/22 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POCO Holding Co., Ltd. 3 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。5 アナリスト機関Hua LiChina Galaxy Securities Co., Ltd.Chao LiCitic Securities Co., Ltd.Mengluan LiuGuosen Securities Co., Ltd.2 その他のアナリストを表示
お知らせ • Mar 31POCO Holding Co., Ltd. to Report Q1, 2026 Results on Apr 23, 2026POCO Holding Co., Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026
お知らせ • Dec 31POCO Holding Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026POCO Holding Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026
お知らせ • Sep 30POCO Holding Co., Ltd. to Report Q3, 2025 Results on Oct 22, 2025POCO Holding Co., Ltd. announced that they will report Q3, 2025 results on Oct 22, 2025
お知らせ • Jul 02POCO Holding Co., Ltd. to Report First Half, 2025 Results on Aug 23, 2025POCO Holding Co., Ltd. announced that they will report first half, 2025 results on Aug 23, 2025
お知らせ • Mar 31POCO Holding Co., Ltd. to Report Q1, 2025 Results on Apr 23, 2025POCO Holding Co., Ltd. announced that they will report Q1, 2025 results on Apr 23, 2025
お知らせ • Dec 31POCO Holding Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025POCO Holding Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025
Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Zhihong Yi was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 23POCO Holding Co., Ltd., Annual General Meeting, May 15, 2026POCO Holding Co., Ltd., Annual General Meeting, May 15, 2026, at 14:30 China Standard Time. Location: 13F, Building B, No. 3157, Shahe West Road, Nanshan District, Shenzhen, Guangdong China
お知らせ • Mar 31POCO Holding Co., Ltd. to Report Q1, 2026 Results on Apr 23, 2026POCO Holding Co., Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026
お知らせ • Dec 31POCO Holding Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026POCO Holding Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026
お知らせ • Sep 30POCO Holding Co., Ltd. to Report Q3, 2025 Results on Oct 22, 2025POCO Holding Co., Ltd. announced that they will report Q3, 2025 results on Oct 22, 2025
お知らせ • Jul 02POCO Holding Co., Ltd. to Report First Half, 2025 Results on Aug 23, 2025POCO Holding Co., Ltd. announced that they will report first half, 2025 results on Aug 23, 2025
お知らせ • May 22Poco Holding Co., Ltd. Approves Cash Dividend for 2024POCO Holding Co., Ltd. at its AGM held on 16 May 2025, approved Cash dividend/10 shares (tax included): CNY 2.00000000 for the year 2024.
お知らせ • Apr 25POCO Holding Co., Ltd. Proposes Final Cash Dividend for 2024POCO Holding Co., Ltd. announced on 23 April 2025 the profit distribution proposal for 2024 as follows: Final cash dividend per 10 shares (tax included) of CNY 2.00000000.
お知らせ • Apr 23POCO Holding Co., Ltd., Annual General Meeting, May 16, 2025POCO Holding Co., Ltd., Annual General Meeting, May 16, 2025, at 14:30 China Standard Time. Location: 13F, Building B, No. 3157, Shahe West Road, Nanshan District, Shenzhen, Guangdong China
お知らせ • Mar 31POCO Holding Co., Ltd. to Report Q1, 2025 Results on Apr 23, 2025POCO Holding Co., Ltd. announced that they will report Q1, 2025 results on Apr 23, 2025
お知らせ • Dec 31POCO Holding Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025POCO Holding Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025
Buy Or Sell Opportunity • Nov 05Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to CN¥50.53. The fair value is estimated to be CN¥41.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 72% in 2 years. Earnings are forecast to grow by 75% in the next 2 years.
Reported Earnings • Oct 23Third quarter 2024 earnings released: EPS: CN¥0.87 (vs CN¥0.20 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.87 (up from CN¥0.20 in 3Q 2023). Revenue: CN¥430.7m (up 58% from 3Q 2023). Net income: CN¥101.3m (up 85% from 3Q 2023). Profit margin: 24% (up from 20% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.
Buy Or Sell Opportunity • Oct 21Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to CN¥50.54. The fair value is estimated to be CN¥42.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 77% in 2 years. Earnings are forecast to grow by 85% in the next 2 years.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥45.97, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥42.09 per share.
お知らせ • Sep 30POCO Holding Co., Ltd. to Report Q3, 2024 Results on Oct 23, 2024POCO Holding Co., Ltd. announced that they will report Q3, 2024 results on Oct 23, 2024
Reported Earnings • Aug 27Second quarter 2024 earnings released: EPS: CN¥0.25 (vs CN¥0.25 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.25 (up from CN¥0.25 in 2Q 2023). Revenue: CN¥461.0m (up 59% from 2Q 2023). Net income: CN¥113.7m (up 66% from 2Q 2023). Profit margin: 25% (up from 24% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.
お知らせ • Aug 20POCO Holding Co., Ltd. Approves the Election of Zou Zhao as Non-Employee SupervisorPOCO Holding Co., Ltd. at its Extraordinary General Meeting held on 16 August 2024 approved the election of Zou Zhao as non-employee supervisor.
Buy Or Sell Opportunity • Aug 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.3% to CN¥38.91. The fair value is estimated to be CN¥49.24, 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 30%. Revenue is forecast to grow by 83% in 2 years. Earnings are forecast to grow by 91% in the next 2 years.
New Risk • Jul 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Jun 29POCO Holding Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024POCO Holding Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024
Declared Dividend • Jun 07Dividend of CN¥0.20 announcedShareholders will receive a dividend of CN¥0.20. Ex-date: 12th June 2024 Payment date: 12th June 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (15% earnings payout ratio) but not covered by cash flows (246% cash payout ratio). The dividend has increased by an average of 21% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 108% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 20Full year 2023 earnings released: EPS: CN¥1.29 (vs CN¥1.03 in FY 2022)Full year 2023 results: EPS: CN¥1.29 (up from CN¥1.03 in FY 2022). Revenue: CN¥1.16b (up 8.7% from FY 2022). Net income: CN¥255.8m (up 33% from FY 2022). Profit margin: 22% (up from 18% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China.
お知らせ • Mar 30POCO Holding Co., Ltd. to Report Q1, 2024 Results on Apr 25, 2024POCO Holding Co., Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥44.32, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the Electronic industry in China. Total returns to shareholders of 37% over the past three years.
お知らせ • Dec 30POCO Holding Co., Ltd. to Report Fiscal Year 2023 Results on Apr 20, 2024POCO Holding Co., Ltd. announced that they will report fiscal year 2023 results on Apr 20, 2024
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥56.74, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 29% over the past three years.
Reported Earnings • Oct 24Third quarter 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.28 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.28. Revenue: CN¥272.5m (flat on 3Q 2022). Net income: CN¥54.8m (up 4.0% from 3Q 2022). Profit margin: 20% (in line with 3Q 2022). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.
お知らせ • Sep 30POCO Holding Co., Ltd. to Report Q3, 2023 Results on Oct 24, 2023POCO Holding Co., Ltd. announced that they will report Q3, 2023 results on Oct 24, 2023
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥67.84, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 24x in the Electronic industry in China. Total returns to shareholders of 96% over the past three years.
お知らせ • Jun 10POCO Holding Co., Ltd. Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2022, Payable on 16 June 2023POCO Holding Co., Ltd. announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 2.00000000 for the year 2022, payable on 16 June 2023. Record date is 15 June 2023. Ex-date is 16 June 2023.
お知らせ • May 19Poco Holding Co., Ltd. Approves Cash Dividend for the Year 2022POCO Holding Co., Ltd. held its Annual General Meeting of 2022 on 17 May 2023, during which the following proposal(s) was/were approved: Cash dividend/10 shares (tax included): CNY 2.00000000.
Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: CN¥0.60 (vs CN¥0.38 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.60 (up from CN¥0.38 in 1Q 2022). Revenue: CN¥290.7m (up 23% from 1Q 2022). Net income: CN¥65.6m (up 67% from 1Q 2022). Profit margin: 23% (up from 17% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥97.72, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 26x in the Electronic industry in China.
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Zhihong Yi was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥0.51 (vs CN¥0.30 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.51 (up from CN¥0.30 in 3Q 2021). Revenue: CN¥271.6m (up 33% from 3Q 2021). Net income: CN¥52.7m (up 65% from 3Q 2021). Profit margin: 19% (up from 16% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.
Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: CN¥0.45 (vs CN¥0.32 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.45 (up from CN¥0.32 in 2Q 2021). Revenue: CN¥269.5m (up 47% from 2Q 2021). Net income: CN¥46.5m (up 44% from 2Q 2021). Profit margin: 17% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 47%, compared to a 27% growth forecast for the Electronic industry in China.
Board Change • Jun 15High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Zhihong Yi was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.