View Financial HealthGuoco Group 配当と自社株買い配当金 基準チェック /46Guoco Group配当を支払う会社であり、現在の利回りは5.19%で、収益によって十分にカバーされています。主要情報5.2%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長-4.2%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向27%最近の配当と自社株買いの更新お知らせ • Feb 25Guoco Group Limited Announces Ordinary Interim Dividend for the Six Months Ended 31 December 2025, Payable on 25 March 2026Guoco Group Limited announced ordinary Interim Dividend of HKD 0.7 per share for the six months ended 31 December 2025. Ex-dividend date: 09 March 2026. Record date:11 March 2026. Payment date: 25 March 2026.お知らせ • Nov 14Guoco Group Limited Approves Final DividendGuoco Group Limited at its AGM held on November 14, 2025, approved to declare a final dividend of HKD 2.90 per share.お知らせ • Feb 24Guoco Group Limited Announces Interim Dividend for the Six Months Ended 31 December 2024, Payable on 25 March 2025Guoco Group Limited announced interim dividend of HKD 0.6 per share for the six months ended 31 December 2024. Ex-dividend date: 10 March 2025, Record date: 12 March 2025 and Payment date: 25 March 2025.お知らせ • Nov 13+ 1 more updateGuoco Group Limited Approves Final DividendGuoco Group Limited at its Annual General Meeting held on 13 November 2024, approved final dividend of HKD 2.70 per share.Upcoming Dividend • Nov 12Upcoming dividend of HK$2.70 per shareEligible shareholders must have bought the stock before 19 November 2024. Payment date: 03 December 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.5%).Declared Dividend • Sep 29First half dividend of HK$2.70 announcedShareholders will receive a dividend of HK$2.70. Ex-date: 19th November 2024 Payment date: 3rd December 2024 Dividend yield will be 31%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 22% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.すべての更新を表示Recent updatesお知らせ • Feb 25Guoco Group Limited Announces Ordinary Interim Dividend for the Six Months Ended 31 December 2025, Payable on 25 March 2026Guoco Group Limited announced ordinary Interim Dividend of HKD 0.7 per share for the six months ended 31 December 2025. Ex-dividend date: 09 March 2026. Record date:11 March 2026. Payment date: 25 March 2026.お知らせ • Nov 27Guoco Group Limited to Report First Half, 2026 Results on Jan 29, 2026Guoco Group Limited announced that they will report first half, 2026 results on Jan 29, 2026お知らせ • Nov 14Guoco Group Limited Approves Final DividendGuoco Group Limited at its AGM held on November 14, 2025, approved to declare a final dividend of HKD 2.90 per share.お知らせ • Sep 19Guoco Group Limited, Annual General Meeting, Nov 14, 2025Guoco Group Limited, Annual General Meeting, Nov 14, 2025.お知らせ • Sep 08Guoco Group Limited to Report Fiscal Year 2025 Results on Sep 19, 2025Guoco Group Limited announced that they will report fiscal year 2025 results on Sep 19, 2025お知らせ • Feb 24Guoco Group Limited Announces Interim Dividend for the Six Months Ended 31 December 2024, Payable on 25 March 2025Guoco Group Limited announced interim dividend of HKD 0.6 per share for the six months ended 31 December 2024. Ex-dividend date: 10 March 2025, Record date: 12 March 2025 and Payment date: 25 March 2025.お知らせ • Feb 11Guoco Group Limited to Report First Half, 2025 Results on Feb 24, 2025Guoco Group Limited announced that they will report first half, 2025 results on Feb 24, 2025お知らせ • Nov 13+ 1 more updateGuoco Group Limited Approves Final DividendGuoco Group Limited at its Annual General Meeting held on 13 November 2024, approved final dividend of HKD 2.70 per share.Upcoming Dividend • Nov 12Upcoming dividend of HK$2.70 per shareEligible shareholders must have bought the stock before 19 November 2024. Payment date: 03 December 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.5%).New Risk • Oct 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Oct 17Full year 2024 earnings released: EPS: US$1.41 (vs US$1.33 in FY 2023)Full year 2024 results: EPS: US$1.41 (up from US$1.33 in FY 2023). Revenue: US$2.88b (up 16% from FY 2023). Net income: US$458.6m (up 5.7% from FY 2023). Profit margin: 16% (down from 17% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.New Risk • Sep 30New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Declared Dividend • Sep 29First half dividend of HK$2.70 announcedShareholders will receive a dividend of HK$2.70. Ex-date: 19th November 2024 Payment date: 3rd December 2024 Dividend yield will be 31%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 22% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Sep 26+ 1 more updateGuoco Group Limited, Annual General Meeting, Nov 13, 2024Guoco Group Limited, Annual General Meeting, Nov 13, 2024.お知らせ • Sep 12Guoco Group Limited to Report Fiscal Year 2024 Results on Sep 26, 2024Guoco Group Limited announced that they will report fiscal year 2024 results on Sep 26, 2024Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €9.20, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 17x in the Industrials industry in Europe. Total returns to shareholders of 10% over the past three years.お知らせ • Aug 15Guoco Group Limited Recommends Final Dividend for the Year Ended 30 June 2024Guoco Group Limited informed the board of directors recommend a final dividend of 0.85p per share (2023: Nil) in respect of the year ended 30 June 2024 at its forthcoming annual general meeting.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €8.65, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 15x in the Industrials industry in Germany. Total loss to shareholders of 3.3% over the past three years.Buy Or Sell Opportunity • Mar 23Now 29% overvaluedThe stock has been flat over the last 90 days, currently trading at €10.60. The fair value is estimated to be €8.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable.Upcoming Dividend • Mar 01Upcoming dividend of HK$0.50 per shareEligible shareholders must have bought the stock before 08 March 2024. Payment date: 26 March 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (5.2%). Higher than average of industry peers (2.7%).Declared Dividend • Feb 28First half dividend of HK$0.50 announcedShareholders will receive a dividend of HK$0.50. Ex-date: 11th March 2024 Payment date: 26th March 2024 Dividend yield will be 8.0%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 22% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Feb 27Guoco Group Limited Announces Interim Dividend for the Six Months Ended 31 December 2023, Payable on 26 March 2024Guoco Group Limited announced interim dividend of HKD 0.5 per share for the six months ended 31 December 2023. Ex-dividend date is 08 March 2024. Record date is 12 March 2024. Payment date is 26 March 2024.Reported Earnings • Feb 27First half 2024 earnings released: EPS: HK$4.46 (vs HK$3.93 in 1H 2023)First half 2024 results: EPS: HK$4.46 (up from HK$3.93 in 1H 2023). Revenue: HK$12.4b (up 35% from 1H 2023). Net income: HK$1.45b (up 14% from 1H 2023). Profit margin: 12% (down from 14% in 1H 2023). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €9.80, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 15x in the Industrials industry in Germany. Total returns to shareholders of 14% over the past three years.お知らせ • Feb 10Guoco Group Limited to Report First Half, 2024 Results on Feb 26, 2024Guoco Group Limited announced that they will report first half, 2024 results on Feb 26, 2024Board Change • Jan 30Less 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 an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Paul Jeremy Brough 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 • Nov 17Guoco Group Limited Declares Final DividendGuoco Group Limited at its annual general meeting held on 16 November 2023 declared a final dividend of HKD 2.50 per share.Upcoming Dividend • Nov 14Upcoming dividend of HK$2.50 per share at 5.2% yieldEligible shareholders must have bought the stock before 21 November 2023. Payment date: 05 December 2023. Trailing yield: 5.2%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (3.4%).New Risk • Oct 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 24% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.お知らせ • Sep 22Guoco Group Limited Proposes Final Dividend for the Year Ended June 30,2023, Payable on December 05, 2023Guoco Group Limited proposed final dividend of HKD 2.5 per share for the year ended June 30, 2023. Payment date 05 December 2023. Ex-dividend date: November 21, 2023 and Record date 23 November 2023. Date of shareholders' approval 16 November 2023.お知らせ • Sep 08Guoco Group Limited to Report Fiscal Year 2023 Results on Sep 20, 2023Guoco Group Limited announced that they will report fiscal year 2023 results on Sep 20, 2023Board Change • Jul 26Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Paul Jeremy Brough was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.決済の安定と成長配当データの取得安定した配当: GUOの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: GUOの配当金支払額は過去10年間減少しています。配当利回り対市場Guoco Group 配当利回り対市場GUO 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (GUO)5.2%市場下位25% (DE)1.5%市場トップ25% (DE)4.8%業界平均 (Industrials)2.0%アナリスト予想 (GUO) (最長3年)n/a注目すべき配当: GUOの配当金 ( 5.19% ) はGerman市場の配当金支払者の下位 25% ( 1.46% ) よりも高くなっています。高配当: GUOの配当金 ( 5.19% ) はGerman市場 ( 4.79% ) の配当支払者の中で上位 25% に入っています。株主への利益配当収益カバレッジ: GUOの 配当性向 ( 27.4% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: GUOは低い 現金配当性向 ( 16.7% ) であるため、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management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2026/07/03 07:28終値2026/07/03 00:00収益2025/12/31年間収益2025/06/30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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Guoco Group Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Anil Jeevan DaswaniCitigroup IncDominic ChanCLSABilly NgJ.P. Morgan
お知らせ • Feb 25Guoco Group Limited Announces Ordinary Interim Dividend for the Six Months Ended 31 December 2025, Payable on 25 March 2026Guoco Group Limited announced ordinary Interim Dividend of HKD 0.7 per share for the six months ended 31 December 2025. Ex-dividend date: 09 March 2026. Record date:11 March 2026. Payment date: 25 March 2026.
お知らせ • Nov 14Guoco Group Limited Approves Final DividendGuoco Group Limited at its AGM held on November 14, 2025, approved to declare a final dividend of HKD 2.90 per share.
お知らせ • Feb 24Guoco Group Limited Announces Interim Dividend for the Six Months Ended 31 December 2024, Payable on 25 March 2025Guoco Group Limited announced interim dividend of HKD 0.6 per share for the six months ended 31 December 2024. Ex-dividend date: 10 March 2025, Record date: 12 March 2025 and Payment date: 25 March 2025.
お知らせ • Nov 13+ 1 more updateGuoco Group Limited Approves Final DividendGuoco Group Limited at its Annual General Meeting held on 13 November 2024, approved final dividend of HKD 2.70 per share.
Upcoming Dividend • Nov 12Upcoming dividend of HK$2.70 per shareEligible shareholders must have bought the stock before 19 November 2024. Payment date: 03 December 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.5%).
Declared Dividend • Sep 29First half dividend of HK$2.70 announcedShareholders will receive a dividend of HK$2.70. Ex-date: 19th November 2024 Payment date: 3rd December 2024 Dividend yield will be 31%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 22% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 25Guoco Group Limited Announces Ordinary Interim Dividend for the Six Months Ended 31 December 2025, Payable on 25 March 2026Guoco Group Limited announced ordinary Interim Dividend of HKD 0.7 per share for the six months ended 31 December 2025. Ex-dividend date: 09 March 2026. Record date:11 March 2026. Payment date: 25 March 2026.
お知らせ • Nov 27Guoco Group Limited to Report First Half, 2026 Results on Jan 29, 2026Guoco Group Limited announced that they will report first half, 2026 results on Jan 29, 2026
お知らせ • Nov 14Guoco Group Limited Approves Final DividendGuoco Group Limited at its AGM held on November 14, 2025, approved to declare a final dividend of HKD 2.90 per share.
お知らせ • Sep 19Guoco Group Limited, Annual General Meeting, Nov 14, 2025Guoco Group Limited, Annual General Meeting, Nov 14, 2025.
お知らせ • Sep 08Guoco Group Limited to Report Fiscal Year 2025 Results on Sep 19, 2025Guoco Group Limited announced that they will report fiscal year 2025 results on Sep 19, 2025
お知らせ • Feb 24Guoco Group Limited Announces Interim Dividend for the Six Months Ended 31 December 2024, Payable on 25 March 2025Guoco Group Limited announced interim dividend of HKD 0.6 per share for the six months ended 31 December 2024. Ex-dividend date: 10 March 2025, Record date: 12 March 2025 and Payment date: 25 March 2025.
お知らせ • Feb 11Guoco Group Limited to Report First Half, 2025 Results on Feb 24, 2025Guoco Group Limited announced that they will report first half, 2025 results on Feb 24, 2025
お知らせ • Nov 13+ 1 more updateGuoco Group Limited Approves Final DividendGuoco Group Limited at its Annual General Meeting held on 13 November 2024, approved final dividend of HKD 2.70 per share.
Upcoming Dividend • Nov 12Upcoming dividend of HK$2.70 per shareEligible shareholders must have bought the stock before 19 November 2024. Payment date: 03 December 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.5%).
New Risk • Oct 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Oct 17Full year 2024 earnings released: EPS: US$1.41 (vs US$1.33 in FY 2023)Full year 2024 results: EPS: US$1.41 (up from US$1.33 in FY 2023). Revenue: US$2.88b (up 16% from FY 2023). Net income: US$458.6m (up 5.7% from FY 2023). Profit margin: 16% (down from 17% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
New Risk • Sep 30New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Declared Dividend • Sep 29First half dividend of HK$2.70 announcedShareholders will receive a dividend of HK$2.70. Ex-date: 19th November 2024 Payment date: 3rd December 2024 Dividend yield will be 31%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 22% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 26+ 1 more updateGuoco Group Limited, Annual General Meeting, Nov 13, 2024Guoco Group Limited, Annual General Meeting, Nov 13, 2024.
お知らせ • Sep 12Guoco Group Limited to Report Fiscal Year 2024 Results on Sep 26, 2024Guoco Group Limited announced that they will report fiscal year 2024 results on Sep 26, 2024
Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €9.20, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 17x in the Industrials industry in Europe. Total returns to shareholders of 10% over the past three years.
お知らせ • Aug 15Guoco Group Limited Recommends Final Dividend for the Year Ended 30 June 2024Guoco Group Limited informed the board of directors recommend a final dividend of 0.85p per share (2023: Nil) in respect of the year ended 30 June 2024 at its forthcoming annual general meeting.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €8.65, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 15x in the Industrials industry in Germany. Total loss to shareholders of 3.3% over the past three years.
Buy Or Sell Opportunity • Mar 23Now 29% overvaluedThe stock has been flat over the last 90 days, currently trading at €10.60. The fair value is estimated to be €8.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable.
Upcoming Dividend • Mar 01Upcoming dividend of HK$0.50 per shareEligible shareholders must have bought the stock before 08 March 2024. Payment date: 26 March 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (5.2%). Higher than average of industry peers (2.7%).
Declared Dividend • Feb 28First half dividend of HK$0.50 announcedShareholders will receive a dividend of HK$0.50. Ex-date: 11th March 2024 Payment date: 26th March 2024 Dividend yield will be 8.0%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 22% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 27Guoco Group Limited Announces Interim Dividend for the Six Months Ended 31 December 2023, Payable on 26 March 2024Guoco Group Limited announced interim dividend of HKD 0.5 per share for the six months ended 31 December 2023. Ex-dividend date is 08 March 2024. Record date is 12 March 2024. Payment date is 26 March 2024.
Reported Earnings • Feb 27First half 2024 earnings released: EPS: HK$4.46 (vs HK$3.93 in 1H 2023)First half 2024 results: EPS: HK$4.46 (up from HK$3.93 in 1H 2023). Revenue: HK$12.4b (up 35% from 1H 2023). Net income: HK$1.45b (up 14% from 1H 2023). Profit margin: 12% (down from 14% in 1H 2023). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €9.80, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 15x in the Industrials industry in Germany. Total returns to shareholders of 14% over the past three years.
お知らせ • Feb 10Guoco Group Limited to Report First Half, 2024 Results on Feb 26, 2024Guoco Group Limited announced that they will report first half, 2024 results on Feb 26, 2024
Board Change • Jan 30Less 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 an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Paul Jeremy Brough 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 • Nov 17Guoco Group Limited Declares Final DividendGuoco Group Limited at its annual general meeting held on 16 November 2023 declared a final dividend of HKD 2.50 per share.
Upcoming Dividend • Nov 14Upcoming dividend of HK$2.50 per share at 5.2% yieldEligible shareholders must have bought the stock before 21 November 2023. Payment date: 05 December 2023. Trailing yield: 5.2%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (3.4%).
New Risk • Oct 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 24% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
お知らせ • Sep 22Guoco Group Limited Proposes Final Dividend for the Year Ended June 30,2023, Payable on December 05, 2023Guoco Group Limited proposed final dividend of HKD 2.5 per share for the year ended June 30, 2023. Payment date 05 December 2023. Ex-dividend date: November 21, 2023 and Record date 23 November 2023. Date of shareholders' approval 16 November 2023.
お知らせ • Sep 08Guoco Group Limited to Report Fiscal Year 2023 Results on Sep 20, 2023Guoco Group Limited announced that they will report fiscal year 2023 results on Sep 20, 2023
Board Change • Jul 26Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Paul Jeremy Brough was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.