Truly International Holdings（TYU2）株式概要投資持株会社であるトゥルーリー・インターナショナル・ホールディングス・リミテッドは、液晶ディスプレイ（LCD）製品および電子消費財の製造・販売を行っている。 詳細TYU2 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績0/6財務の健全性2/6配当金3/6報酬当社が推定した公正価値より90.7%で取引されている リスク分析German市場と比較して、過去 3 か月間の株価の変動が非常に大きい利払いは収益で十分にカバーされない 過去5年間で収益は年間33.5%減少しました。 財務結果に影響を与える大きな一時的項目 +1 さらなるリスクすべてのリスクチェックを見るTYU2 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 Value€Current Price€0.10111.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture023b2016201920222025202620282031Revenue HK$10.9bEarnings HK$181.8mAdvancedSet Fair ValueView all narrativesTruly International Holdings Limited 競合他社Schweizer ElectronicSymbol: XTRA:SCEMarket cap: €29.0mStemmer ImagingSymbol: HMSE:S9IMarket cap: €393.3mBaslerSymbol: XTRA:BSLMarket cap: €861.0melectrovacSymbol: XTRA:EVACMarket cap: €135.7m価格と性能株価の高値、安値、推移の概要Truly International Holdings過去の株価現在の株価HK$0.1052週高値HK$0.1452週安値HK$0.089ベータ0.891ヶ月の変化-2.45%3ヶ月変化2.05%1年変化-5.24%3年間の変化2.58%5年間の変化-48.45%IPOからの変化-52.41%最新ニュース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. 7 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Lead Independent Non-Executive Director Wilson Cheung was the last independent director to join the board, commencing their role in 2023. 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 • Mar 26Truly International Holdings Limited, Annual General Meeting, May 12, 2026Truly International Holdings Limited, Annual General Meeting, May 12, 2026, at 10:00 China Standard Time.お知らせ • Mar 11Truly International Holdings Limited to Report Fiscal Year 2025 Results on Mar 26, 2026Truly International Holdings Limited announced that they will report fiscal year 2025 results on Mar 26, 2026Board Change • Dec 30Less 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. 5 non-independent directors. Lead Independent Non-Executive Director Wilson Cheung was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Aug 15Truly International Holdings Limited to Report First Half, 2025 Results on Aug 27, 2025Truly International Holdings Limited announced that they will report first half, 2025 results on Aug 27, 2025お知らせ • May 12Truly International Holdings Limited Approves Final Dividend for the Year Ended 31 December 2024Truly International Holdings Limited at the AGM held on 12 May 2025, approved the final dividend of 5 HongKong cents per ordinary share of the Company in respect of the year ended 31 December 2024.最新情報をもっと見る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. 7 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Lead Independent Non-Executive Director Wilson Cheung was the last independent director to join the board, commencing their role in 2023. 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 • Mar 26Truly International Holdings Limited, Annual General Meeting, May 12, 2026Truly International Holdings Limited, Annual General Meeting, May 12, 2026, at 10:00 China Standard Time.お知らせ • Mar 11Truly International Holdings Limited to Report Fiscal Year 2025 Results on Mar 26, 2026Truly International Holdings Limited announced that they will report fiscal year 2025 results on Mar 26, 2026Board Change • Dec 30Less 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. 5 non-independent directors. Lead Independent Non-Executive Director Wilson Cheung was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Aug 15Truly International Holdings Limited to Report First Half, 2025 Results on Aug 27, 2025Truly International Holdings Limited announced that they will report first half, 2025 results on Aug 27, 2025お知らせ • May 12Truly International Holdings Limited Approves Final Dividend for the Year Ended 31 December 2024Truly International Holdings Limited at the AGM held on 12 May 2025, approved the final dividend of 5 HongKong cents per ordinary share of the Company in respect of the year ended 31 December 2024.お知らせ • Mar 26+ 1 more updateTruly International Holdings Limited, Annual General Meeting, May 12, 2025Truly International Holdings Limited, Annual General Meeting, May 12, 2025.お知らせ • Mar 13Truly International Holdings Limited to Report Fiscal Year 2024 Results on Mar 26, 2025Truly International Holdings Limited announced that they will report fiscal year 2024 results on Mar 26, 2025お知らせ • Nov 15Truly International Holdings Limited Appoints Ms. Lam Po Chun, Jane as Non-Executive DirectorThe board of directors of Truly International Holdings Limited announced that Ms. Lam Po Chun, Jane (Ms. Lam) has been appointed as a non-executive director of the company with effect from 15 November 2024. Ms. LAM Po Chun Jane, aged 59, has over 30 years of experience in the field of supply chain management, human resource and administration management. Ms. Lam joined the Group in 1992 as the shipping manager. She is currently the general manager of shipping and human resource and administration for Truly Semiconductors Limited and Truly Opto- Electronics Limited, both of which are subsidiaries of the Company in Hong Kong. Ms. Lam is the sister of Mr. Lam Wai Wah, the chairman and executive director of the Company and, as at the date of this announcement, she is beneficially interested in 2,453,000 ordinary shares of the Company, within the meaning of Part XV of the Securities and Future.Recent Insider Transactions • Nov 15Executive Chairman & MD recently bought €274k worth of stockOn the 12th of November, Wai Wah Lam bought around 2m shares on-market at roughly €0.12 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €546k. Wai Wah has been a buyer over the last 12 months, purchasing a net total of €12m worth in shares.Recent Insider Transactions • Nov 06Executive Chairman & MD recently bought €127k worth of stockOn the 31st of October, Wai Wah Lam bought around 1m shares on-market at roughly €0.13 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €546k. Wai Wah has been a buyer over the last 12 months, purchasing a net total of €11m worth in shares.Recent Insider Transactions • Oct 28Executive Chairman & MD recently bought €259k worth of stockOn the 24th of October, Wai Wah Lam bought around 2m shares on-market at roughly €0.13 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €546k. Wai Wah has been a buyer over the last 12 months, purchasing a net total of €11m worth in shares.Upcoming Dividend • Oct 24Upcoming dividend of HK$0.05 per shareEligible shareholders must have bought the stock before 31 October 2024. Payment date: 29 November 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.8%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.9%).Recent Insider Transactions • Sep 04Executive Chairman & MD recently bought €364k worth of stockOn the 30th of August, Wai Wah Lam bought around 3m shares on-market at roughly €0.11 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €727k. Wai Wah has been a buyer over the last 12 months, purchasing a net total of €8.9m worth in shares.Reported Earnings • Sep 01First half 2024 earnings released: EPS: HK$0.055 (vs HK$0.053 in 1H 2023)First half 2024 results: EPS: HK$0.055 (up from HK$0.053 in 1H 2023). Revenue: HK$8.59b (up 18% from 1H 2023). Net income: HK$174.2m (up 3.9% from 1H 2023). Profit margin: 2.0% (down from 2.3% in 1H 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.New Risk • Aug 30New major risk - Revenue and earnings growthEarnings have declined by 11% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 11% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.お知らせ • Aug 12Truly International Holdings Limited to Report First Half, 2024 Results on Aug 29, 2024Truly International Holdings Limited announced that they will report first half, 2024 results on Aug 29, 2024Buy Or Sell Opportunity • Jul 19Now 27% undervaluedOver the last 90 days, the stock has risen 35% to €0.12. The fair value is estimated to be €0.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 45%.Recent Insider Transactions • Jul 05Executive Chairman & MD recently bought €438k worth of stockOn the 2nd of July, Wai Wah Lam bought around 4m shares on-market at roughly €0.11 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Wai Wah has been a buyer over the last 12 months, purchasing a net total of €6.1m worth in shares.New Risk • May 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Dividend is not well covered by earnings (120% payout ratio). Large one-off items impacting financial results.Upcoming Dividend • May 10Upcoming dividend of HK$0.05 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 31 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 11%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.8%).Declared Dividend • Mar 28Final dividend of HK$0.05 announcedShareholders will receive a dividend of HK$0.05. Ex-date: 16th May 2024 Payment date: 31st May 2024 Dividend yield will be 66%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (120% earnings payout ratio). However, it is well covered by cash flows (11% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 34% to bring the payout ratio under control, which is more than the 29% EPS growth achieved over the last 5 years.お知らせ • Mar 27Truly International Holdings Limited, Annual General Meeting, May 13, 2024Truly International Holdings Limited, Annual General Meeting, May 13, 2024, at 11:00 China Standard Time.Reported Earnings • Mar 27Full year 2023 earnings released: EPS: HK$0.083 (vs HK$0.098 in FY 2022)Full year 2023 results: EPS: HK$0.083 (down from HK$0.098 in FY 2022). Revenue: HK$15.6b (down 19% from FY 2022). Net income: HK$262.8m (down 17% from FY 2022). Profit margin: 1.7% (up from 1.6% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.お知らせ • Mar 26Truly International Holdings Limited Proposes Final Dividend for the Year Ended 31 December 2023, Payable on 31 May 2024Truly International Holdings Limited proposed final dividend of HKD 0.05 per share for the year ended 31 December 2023. Date of shareholders' approval 13 May 2024, Ex-dividend date 16 May 2024, Record date 20 May 2024 and Payment date 31 May 2024.お知らせ • Mar 05Truly International Holdings Limited to Report Fiscal Year 2023 Results on Mar 26, 2024Truly International Holdings Limited announced that they will report fiscal year 2023 results on Mar 26, 2024Recent Insider Transactions • Dec 26Executive Chairman & MD recently bought €343k worth of stockOn the 21st of December, Wai Lam bought around 5m shares on-market at roughly €0.076 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €420k. Wai has been a buyer over the last 12 months, purchasing a net total of €4.1m worth in shares.Upcoming Dividend • Nov 03Upcoming dividend of HK$0.05 per share at 12% yieldEligible shareholders must have bought the stock before 10 November 2023. Payment date: 01 December 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 12%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.7%).Recent Insider Transactions • Oct 05Executive Chairman & MD recently bought €179k worth of stockOn the 3rd of October, Wai Lam bought around 2m shares on-market at roughly €0.089 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Wai has been a buyer over the last 12 months, purchasing a net total of €1.4m worth in shares.Recent Insider Transactions • Sep 04Executive Chairman & MD recently bought €72k worth of stockOn the 29th of August, Wai Lam bought around 716k shares on-market at roughly €0.10 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €142k. Wai has been a buyer over the last 12 months, purchasing a net total of €789k worth in shares.お知らせ • Aug 29+ 1 more updateTruly International Holdings Limited Announces Re-Designation of Dai Chung Yun from Executive Director to a Non- Executive DirectorThe board of directors of Truly International Holdings Limited announced that Mr. Dai Chung Yun has been re-designated from an executive Director to a non- executive Director with effect from 28 August 2023 due to work allocation within the Group in order to devote more time to concentrate his works as the General Manager of Truly (Huizhou) Smart Display Limited, a non wholly-owned subsidiary of the Company in China. He also ceased to be a vice president and the Factory Chief Operating Officer of the Group on 28 August 2023. He remains as a director and vice chairman of Truly (Huizhou) Smart Display Limited. The biographical details and other information of Mr. Dai are set out below: Mr. Dai Cheng Yun, age 49, was an executive Director of the Company from 8 November 2018 to 27 August 2023. Mr. Dai joined the Group in 2000 as a team head of technicians and was promoted to a senior management position during the period from 2006 to 2018. He graduated from the Hunan University of Commerce with a Bachelor of Marketing Degree.Reported Earnings • Aug 28First half 2023 earnings released: EPS: HK$0.053 (vs HK$0.17 in 1H 2022)First half 2023 results: EPS: HK$0.053 (down from HK$0.17 in 1H 2022). Revenue: HK$7.26b (down 33% from 1H 2022). Net income: HK$167.6m (down 70% from 1H 2022). Profit margin: 2.3% (down from 5.2% in 1H 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Aug 12Truly International Holdings Limited Provides Earnings Guidance for the Six Months Ended 30 June 2023Truly International Holdings Limited provided earnings guidance for the six months ended 30 June 2023. For the period, it is expected that the consolidated profit attributable to owners of the Company for the six months ended 30 June 2023 (the "Period") would be decreased by approximately 70% to approximately HKD 167 million as compared to the consolidated profit attributable to owners of the Company for the six months ended 30 June 2022 (approximately HKD 560 million).お知らせ • Aug 09Truly International Holdings Limited to Report First Half, 2023 Results on Aug 28, 2023Truly International Holdings Limited announced that they will report first half, 2023 results on Aug 28, 2023Recent Insider Transactions • Jul 23Executive Chairman & MD recently bought €91k worth of stockOn the 20th of July, Wai Lam bought around 822k shares on-market at roughly €0.11 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €111k. Wai has been a buyer over the last 12 months, purchasing a net total of €543k worth in shares.Recent Insider Transactions • Jul 05Executive Chairman & MD recently bought €110k worth of stockOn the 30th of June, Wai Lam bought around 1m shares on-market at roughly €0.11 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Wai's only on-market trade for the last 12 months.Buying Opportunity • Jun 22Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €0.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has grown by 19%.New Risk • Jun 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.4x net interest cover). Minor Risks Dividend is not well covered by earnings (102% payout ratio). Share price has been volatile over the past 3 months (7.1% average weekly change). Profit margins are more than 30% lower than last year (1.6% net profit margin).Buying Opportunity • Jun 06Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €0.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has grown by 19%.Buying Opportunity • May 17Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be €0.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has grown by 19%.お知らせ • May 13Truly International Holdings Limited Approves Final Dividend for Year Ended 31 December 2022Truly International Holdings Limited held its AGM on 12 May 2023. To consider and approve the final dividend of 5 HK cents per ordinary share of the Company in respect of the year ended 31 December 2022.Upcoming Dividend • May 10Upcoming dividend of HK$0.05 per share at 11% yieldEligible shareholders must have bought the stock before 17 May 2023. Payment date: 01 June 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 11%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.4%).Reported Earnings • Mar 25Full year 2022 earnings released: EPS: HK$0.098 (vs HK$0.42 in FY 2021)Full year 2022 results: EPS: HK$0.098 (down from HK$0.42 in FY 2021). Revenue: HK$19.3b (down 14% from FY 2021). Net income: HK$318.2m (down 77% from FY 2021). Profit margin: 1.6% (down from 6.1% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Electronic industry in Germany. 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 5% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Non-Executive Director Bei Bei Song was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: HK$0.029 (vs HK$0.076 in 3Q 2021)Third quarter 2022 results: EPS: HK$0.029 (down from HK$0.076 in 3Q 2021). Revenue: HK$4.35b (down 23% from 3Q 2021). Net income: HK$93.9m (down 63% from 3Q 2021). Profit margin: 2.2% (down from 4.4% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Sep 24Non-Executive Director recently sold €289k worth of stockOn the 22nd of September, Bei Bei Song sold around 2m shares on-market at roughly €0.17 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €162k more than they bought in the last 12 months.Recent Insider Transactions • Sep 11Non-Executive Director recently bought €360k worth of stockOn the 7th of September, Bei Bei Song bought around 2m shares on-market at roughly €0.18 per share. This transaction amounted to 87% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €127k more in shares than they have sold in the last 12 months.Upcoming Dividend • Sep 09Upcoming dividend of HK$0.05 per shareEligible shareholders must have bought the stock before 16 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 6.4%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.2%).Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: HK$0.075 (vs HK$0.12 in 2Q 2021)Second quarter 2022 results: EPS: HK$0.075 (down from HK$0.12 in 2Q 2021). Revenue: HK$5.45b (down 4.4% from 2Q 2021). Net income: HK$245.3m (down 39% from 2Q 2021). Profit margin: 4.5% (down from 7.1% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 4.1%, compared to a 16% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 23Upcoming dividend of HK$0.05 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 13 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of German dividend payers (4.3%). Higher than average of industry peers (1.1%).Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). SVP & Executive Director Bei Bei Song was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Apr 24Full year 2021 earnings released: EPS: HK$0.42 (vs HK$0.15 in FY 2020)Full year 2021 results: EPS: HK$0.42 (up from HK$0.15 in FY 2020). Revenue: HK$22.5b (up 1.7% from FY 2020). Net income: HK$1.38b (up 174% from FY 2020). Profit margin: 6.1% (up from 2.3% in FY 2020). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 6.6%, compared to a 26% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Board Change • Apr 12Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). SVP & Executive Director Bei Bei Song was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Recent Insider Transactions • Jan 19Executive Director recently sold €234k worth of stockOn the 17th of January, Wing Cheung Cheung sold around 566k shares on-market at roughly €0.41 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €204k more than they bought in the last 12 months.Reported Earnings • Nov 09Third quarter 2021 earnings released: EPS HK$0.076 (vs HK$0.033 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: HK$5.65b (down 2.6% from 3Q 2020). Net income: HK$250.7m (up 131% from 3Q 2020). Profit margin: 4.4% (up from 1.9% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 01Second quarter 2021 earnings released: EPS HK$0.12 (vs HK$0.062 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: HK$5.71b (up 1.1% from 2Q 2020). Net income: HK$402.7m (up 97% from 2Q 2020). Profit margin: 7.1% (up from 3.6% in 2Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Executive Departure • Sep 01Non-Executive Director Wai Tong Ma has left the companyOn the 31st of August, Wai Tong Ma's tenure as Non-Executive Director ended after 2.8 years in the role. We don't have any record of a personal shareholding under Wai Tong's name. Wai Tong is the only executive to leave the company over the last 12 months.Reported Earnings • May 19First quarter 2021 earnings released: EPS HK$0.08 (vs HK$0.029 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: HK$5.33b (up 14% from 1Q 2020). Net income: HK$262.7m (up 176% from 1Q 2020). Profit margin: 4.9% (up from 2.0% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Reported Earnings • May 03Full year 2020 earnings released: EPS HK$0.15 (vs HK$0.17 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: HK$22.2b (down 1.6% from FY 2019). Net income: HK$502.3m (down 11% from FY 2019). Profit margin: 2.3% (down from 2.5% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 31Full year 2020 earnings released: EPS HK$0.15 (vs HK$0.17 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: HK$22.2b (down 1.6% from FY 2019). Net income: HK$502.3m (down 11% from FY 2019). Profit margin: 2.3% (down from 2.5% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 18New 90-day high: €0.20The company is up 106% from its price of €0.098 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 15% over the same period.Recent Insider Transactions • Jan 20Senior VP recently bought €29k worth of stockOn the 11th of January, Bei Bei Song bought around 300k shares on-market at roughly €0.097 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €132k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jan 19Senior VP recently bought €29k worth of stockOn the 11th of January, Bei Bei Song bought around 300k shares on-market at roughly €0.097 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €132k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jan 13Senior VP recently bought €29k worth of stockOn the 11th of January, Bei Bei Song bought around 300k shares on-market at roughly €0.097 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €132k more in shares than they have sold in the last 12 months.お知らせ • Nov 18+ 1 more updateTruly International Holdings Limited Announces Executive ChangesThe board of directors (the Director(s) of Truly International Holdings Limited (the Company) announced that Mr. Ma Wai Tong (Mr. Ma) has been re-designated from an executive Director to a non- executive Director and has resigned as the company secretary and an authorised representative of the Company with effect from 17 November 2020 due to his plans for relocation to other place of residency. Following the resignation of Mr. Ma, Mr. Lau Fan Yu (Mr. Lau) has been appointed as the company secretary and an authorised representative of the Company with effect from 17 November 2020. Mr. Lau Fan Yu, aged 53, is a fellow member of the Association of Chartered Certified Accountants and a member of the Hong Kong Institute of Certified Public Accountants.Recent Insider Transactions • Oct 01Senior VP recently bought €44k worth of stockOn the 22nd of September, Bei Bei Song bought around 444k shares on-market at roughly €0.099 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €103k more in shares than they have sold in the last 12 months.Reported Earnings • Sep 27First half earnings releasedOver the last 12 months the company has reported total profits of HK$721.6m, up 245% from the prior year. Total revenue was HK$22.6b over the last 12 months, up 8.0% from the prior year.Recent Insider Transactions • Sep 27Senior VP recently bought €44k worth of stockOn the 22nd of September, Bei Bei Song bought around 444k shares on-market at roughly €0.099 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €103k more in shares than they have sold in the last 12 months.お知らせ • Aug 31Truly International Holdings Limited to Report First Half, 2020 Results on Aug 28, 2020Truly International Holdings Limited announced that they will report first half, 2020 results on Aug 28, 2020株主還元TYU2DE ElectronicDE 市場7D-1.5%23.9%1.6%1Y-5.2%136.7%2.2%株主還元を見る業界別リターン: TYU2過去 1 年間で136.7 % の収益を上げたGerman Electronic業界を下回りました。リターン対市場: TYU2は、過去 1 年間で2.2 % のリターンを上げたGerman市場を下回りました。価格変動Is TYU2's price volatile compared to industry and market?TYU2 volatilityTYU2 Average Weekly Movement15.8%Electronic Industry Average Movement8.4%Market Average Movement6.0%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%安定した株価: TYU2の株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: TYU2の 週次ボラティリティ は、過去 1 年間で10%から16%に増加しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト197813,440Steven Lamwww.truly.com.hk投資持株会社であるトゥルーリー・インターナショナル・ホールディングス・リミテッドは、液晶ディスプレイ（LCD）製品および電子消費財の製造・販売を行っている。LCD製品と電子消費者向け製品の2つのセグメントで事業を展開している。タッチパネル製品やモジュール、小型カメラモジュール、電動歯ブラシ、血糖値・血圧計、体温計などのパーソナルケア製品や電気機器、電卓やタブレットPC、各種用途向けプリント基板パネルやプラスチック射出成形製品、カバーレンズ、ヘルスケア製品、指紋認証モジュールなどを提供している。香港、中華人民共和国、韓国、日本、ヨーロッパ、ベトナム、北米、南米、台湾、および海外で事業を展開している。同社は1978年に設立され、香港の葵涌に本社を置いている。もっと見るTruly International Holdings Limited 基礎のまとめTruly International Holdings の収益と売上を時価総額と比較するとどうか。TYU2 基礎統計学時価総額€317.72m収益（TTM）€30.10m売上高(TTM)€1.81b10.6xPER（株価収益率0.2xP/SレシオTYU2 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TYU2 損益計算書（TTM）収益HK$16.50b売上原価HK$15.22b売上総利益HK$1.28bその他の費用HK$1.00b収益HK$274.18m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.093グロス・マージン7.75%純利益率1.66%有利子負債／自己資本比率77.2%TYU2 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10.2%現在の配当利回り112%配当性向TYU2 配当は確実ですか？TYU2 配当履歴とベンチマークを見るTYU2 、いつまでに購入すれば配当金を受け取れますか？Truly International Holdings 配当日配当落ち日May 14 2026配当支払日Jun 01 2026配当落ちまでの日数15 days配当支払日までの日数3 daysTYU2 配当は確実ですか？TYU2 配当履歴とベンチマークを見る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2026/05/27 20:46終値2026/05/27 00:00収益2025/12/31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Truly International Holdings 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。10 アナリスト機関Ka Kit PoCGS InternationalKa Kit PoChina Galaxy International Securities (Hong Kong)Leping HuangChina International Capital Corporation Limited7 その他のアナリストを表示
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. 7 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Lead Independent Non-Executive Director Wilson Cheung was the last independent director to join the board, commencing their role in 2023. 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 • Mar 26Truly International Holdings Limited, Annual General Meeting, May 12, 2026Truly International Holdings Limited, Annual General Meeting, May 12, 2026, at 10:00 China Standard Time.
お知らせ • Mar 11Truly International Holdings Limited to Report Fiscal Year 2025 Results on Mar 26, 2026Truly International Holdings Limited announced that they will report fiscal year 2025 results on Mar 26, 2026
Board Change • Dec 30Less 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. 5 non-independent directors. Lead Independent Non-Executive Director Wilson Cheung was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 15Truly International Holdings Limited to Report First Half, 2025 Results on Aug 27, 2025Truly International Holdings Limited announced that they will report first half, 2025 results on Aug 27, 2025
お知らせ • May 12Truly International Holdings Limited Approves Final Dividend for the Year Ended 31 December 2024Truly International Holdings Limited at the AGM held on 12 May 2025, approved the final dividend of 5 HongKong cents per ordinary share of the Company in respect of the year ended 31 December 2024.
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. 7 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Lead Independent Non-Executive Director Wilson Cheung was the last independent director to join the board, commencing their role in 2023. 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 • Mar 26Truly International Holdings Limited, Annual General Meeting, May 12, 2026Truly International Holdings Limited, Annual General Meeting, May 12, 2026, at 10:00 China Standard Time.
お知らせ • Mar 11Truly International Holdings Limited to Report Fiscal Year 2025 Results on Mar 26, 2026Truly International Holdings Limited announced that they will report fiscal year 2025 results on Mar 26, 2026
Board Change • Dec 30Less 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. 5 non-independent directors. Lead Independent Non-Executive Director Wilson Cheung was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 15Truly International Holdings Limited to Report First Half, 2025 Results on Aug 27, 2025Truly International Holdings Limited announced that they will report first half, 2025 results on Aug 27, 2025
お知らせ • May 12Truly International Holdings Limited Approves Final Dividend for the Year Ended 31 December 2024Truly International Holdings Limited at the AGM held on 12 May 2025, approved the final dividend of 5 HongKong cents per ordinary share of the Company in respect of the year ended 31 December 2024.
お知らせ • Mar 26+ 1 more updateTruly International Holdings Limited, Annual General Meeting, May 12, 2025Truly International Holdings Limited, Annual General Meeting, May 12, 2025.
お知らせ • Mar 13Truly International Holdings Limited to Report Fiscal Year 2024 Results on Mar 26, 2025Truly International Holdings Limited announced that they will report fiscal year 2024 results on Mar 26, 2025
お知らせ • Nov 15Truly International Holdings Limited Appoints Ms. Lam Po Chun, Jane as Non-Executive DirectorThe board of directors of Truly International Holdings Limited announced that Ms. Lam Po Chun, Jane (Ms. Lam) has been appointed as a non-executive director of the company with effect from 15 November 2024. Ms. LAM Po Chun Jane, aged 59, has over 30 years of experience in the field of supply chain management, human resource and administration management. Ms. Lam joined the Group in 1992 as the shipping manager. She is currently the general manager of shipping and human resource and administration for Truly Semiconductors Limited and Truly Opto- Electronics Limited, both of which are subsidiaries of the Company in Hong Kong. Ms. Lam is the sister of Mr. Lam Wai Wah, the chairman and executive director of the Company and, as at the date of this announcement, she is beneficially interested in 2,453,000 ordinary shares of the Company, within the meaning of Part XV of the Securities and Future.
Recent Insider Transactions • Nov 15Executive Chairman & MD recently bought €274k worth of stockOn the 12th of November, Wai Wah Lam bought around 2m shares on-market at roughly €0.12 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €546k. Wai Wah has been a buyer over the last 12 months, purchasing a net total of €12m worth in shares.
Recent Insider Transactions • Nov 06Executive Chairman & MD recently bought €127k worth of stockOn the 31st of October, Wai Wah Lam bought around 1m shares on-market at roughly €0.13 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €546k. Wai Wah has been a buyer over the last 12 months, purchasing a net total of €11m worth in shares.
Recent Insider Transactions • Oct 28Executive Chairman & MD recently bought €259k worth of stockOn the 24th of October, Wai Wah Lam bought around 2m shares on-market at roughly €0.13 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €546k. Wai Wah has been a buyer over the last 12 months, purchasing a net total of €11m worth in shares.
Upcoming Dividend • Oct 24Upcoming dividend of HK$0.05 per shareEligible shareholders must have bought the stock before 31 October 2024. Payment date: 29 November 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.8%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.9%).
Recent Insider Transactions • Sep 04Executive Chairman & MD recently bought €364k worth of stockOn the 30th of August, Wai Wah Lam bought around 3m shares on-market at roughly €0.11 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €727k. Wai Wah has been a buyer over the last 12 months, purchasing a net total of €8.9m worth in shares.
Reported Earnings • Sep 01First half 2024 earnings released: EPS: HK$0.055 (vs HK$0.053 in 1H 2023)First half 2024 results: EPS: HK$0.055 (up from HK$0.053 in 1H 2023). Revenue: HK$8.59b (up 18% from 1H 2023). Net income: HK$174.2m (up 3.9% from 1H 2023). Profit margin: 2.0% (down from 2.3% in 1H 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.
New Risk • Aug 30New major risk - Revenue and earnings growthEarnings have declined by 11% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 11% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
お知らせ • Aug 12Truly International Holdings Limited to Report First Half, 2024 Results on Aug 29, 2024Truly International Holdings Limited announced that they will report first half, 2024 results on Aug 29, 2024
Buy Or Sell Opportunity • Jul 19Now 27% undervaluedOver the last 90 days, the stock has risen 35% to €0.12. The fair value is estimated to be €0.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 45%.
Recent Insider Transactions • Jul 05Executive Chairman & MD recently bought €438k worth of stockOn the 2nd of July, Wai Wah Lam bought around 4m shares on-market at roughly €0.11 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Wai Wah has been a buyer over the last 12 months, purchasing a net total of €6.1m worth in shares.
New Risk • May 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Dividend is not well covered by earnings (120% payout ratio). Large one-off items impacting financial results.
Upcoming Dividend • May 10Upcoming dividend of HK$0.05 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 31 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 11%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.8%).
Declared Dividend • Mar 28Final dividend of HK$0.05 announcedShareholders will receive a dividend of HK$0.05. Ex-date: 16th May 2024 Payment date: 31st May 2024 Dividend yield will be 66%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (120% earnings payout ratio). However, it is well covered by cash flows (11% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 34% to bring the payout ratio under control, which is more than the 29% EPS growth achieved over the last 5 years.
お知らせ • Mar 27Truly International Holdings Limited, Annual General Meeting, May 13, 2024Truly International Holdings Limited, Annual General Meeting, May 13, 2024, at 11:00 China Standard Time.
Reported Earnings • Mar 27Full year 2023 earnings released: EPS: HK$0.083 (vs HK$0.098 in FY 2022)Full year 2023 results: EPS: HK$0.083 (down from HK$0.098 in FY 2022). Revenue: HK$15.6b (down 19% from FY 2022). Net income: HK$262.8m (down 17% from FY 2022). Profit margin: 1.7% (up from 1.6% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 26Truly International Holdings Limited Proposes Final Dividend for the Year Ended 31 December 2023, Payable on 31 May 2024Truly International Holdings Limited proposed final dividend of HKD 0.05 per share for the year ended 31 December 2023. Date of shareholders' approval 13 May 2024, Ex-dividend date 16 May 2024, Record date 20 May 2024 and Payment date 31 May 2024.
お知らせ • Mar 05Truly International Holdings Limited to Report Fiscal Year 2023 Results on Mar 26, 2024Truly International Holdings Limited announced that they will report fiscal year 2023 results on Mar 26, 2024
Recent Insider Transactions • Dec 26Executive Chairman & MD recently bought €343k worth of stockOn the 21st of December, Wai Lam bought around 5m shares on-market at roughly €0.076 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €420k. Wai has been a buyer over the last 12 months, purchasing a net total of €4.1m worth in shares.
Upcoming Dividend • Nov 03Upcoming dividend of HK$0.05 per share at 12% yieldEligible shareholders must have bought the stock before 10 November 2023. Payment date: 01 December 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 12%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.7%).
Recent Insider Transactions • Oct 05Executive Chairman & MD recently bought €179k worth of stockOn the 3rd of October, Wai Lam bought around 2m shares on-market at roughly €0.089 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Wai has been a buyer over the last 12 months, purchasing a net total of €1.4m worth in shares.
Recent Insider Transactions • Sep 04Executive Chairman & MD recently bought €72k worth of stockOn the 29th of August, Wai Lam bought around 716k shares on-market at roughly €0.10 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €142k. Wai has been a buyer over the last 12 months, purchasing a net total of €789k worth in shares.
お知らせ • Aug 29+ 1 more updateTruly International Holdings Limited Announces Re-Designation of Dai Chung Yun from Executive Director to a Non- Executive DirectorThe board of directors of Truly International Holdings Limited announced that Mr. Dai Chung Yun has been re-designated from an executive Director to a non- executive Director with effect from 28 August 2023 due to work allocation within the Group in order to devote more time to concentrate his works as the General Manager of Truly (Huizhou) Smart Display Limited, a non wholly-owned subsidiary of the Company in China. He also ceased to be a vice president and the Factory Chief Operating Officer of the Group on 28 August 2023. He remains as a director and vice chairman of Truly (Huizhou) Smart Display Limited. The biographical details and other information of Mr. Dai are set out below: Mr. Dai Cheng Yun, age 49, was an executive Director of the Company from 8 November 2018 to 27 August 2023. Mr. Dai joined the Group in 2000 as a team head of technicians and was promoted to a senior management position during the period from 2006 to 2018. He graduated from the Hunan University of Commerce with a Bachelor of Marketing Degree.
Reported Earnings • Aug 28First half 2023 earnings released: EPS: HK$0.053 (vs HK$0.17 in 1H 2022)First half 2023 results: EPS: HK$0.053 (down from HK$0.17 in 1H 2022). Revenue: HK$7.26b (down 33% from 1H 2022). Net income: HK$167.6m (down 70% from 1H 2022). Profit margin: 2.3% (down from 5.2% in 1H 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Aug 12Truly International Holdings Limited Provides Earnings Guidance for the Six Months Ended 30 June 2023Truly International Holdings Limited provided earnings guidance for the six months ended 30 June 2023. For the period, it is expected that the consolidated profit attributable to owners of the Company for the six months ended 30 June 2023 (the "Period") would be decreased by approximately 70% to approximately HKD 167 million as compared to the consolidated profit attributable to owners of the Company for the six months ended 30 June 2022 (approximately HKD 560 million).
お知らせ • Aug 09Truly International Holdings Limited to Report First Half, 2023 Results on Aug 28, 2023Truly International Holdings Limited announced that they will report first half, 2023 results on Aug 28, 2023
Recent Insider Transactions • Jul 23Executive Chairman & MD recently bought €91k worth of stockOn the 20th of July, Wai Lam bought around 822k shares on-market at roughly €0.11 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €111k. Wai has been a buyer over the last 12 months, purchasing a net total of €543k worth in shares.
Recent Insider Transactions • Jul 05Executive Chairman & MD recently bought €110k worth of stockOn the 30th of June, Wai Lam bought around 1m shares on-market at roughly €0.11 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Wai's only on-market trade for the last 12 months.
Buying Opportunity • Jun 22Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €0.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has grown by 19%.
New Risk • Jun 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.4x net interest cover). Minor Risks Dividend is not well covered by earnings (102% payout ratio). Share price has been volatile over the past 3 months (7.1% average weekly change). Profit margins are more than 30% lower than last year (1.6% net profit margin).
Buying Opportunity • Jun 06Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €0.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has grown by 19%.
Buying Opportunity • May 17Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be €0.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has grown by 19%.
お知らせ • May 13Truly International Holdings Limited Approves Final Dividend for Year Ended 31 December 2022Truly International Holdings Limited held its AGM on 12 May 2023. To consider and approve the final dividend of 5 HK cents per ordinary share of the Company in respect of the year ended 31 December 2022.
Upcoming Dividend • May 10Upcoming dividend of HK$0.05 per share at 11% yieldEligible shareholders must have bought the stock before 17 May 2023. Payment date: 01 June 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 11%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.4%).
Reported Earnings • Mar 25Full year 2022 earnings released: EPS: HK$0.098 (vs HK$0.42 in FY 2021)Full year 2022 results: EPS: HK$0.098 (down from HK$0.42 in FY 2021). Revenue: HK$19.3b (down 14% from FY 2021). Net income: HK$318.2m (down 77% from FY 2021). Profit margin: 1.6% (down from 6.1% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Electronic industry in Germany. 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 5% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Non-Executive Director Bei Bei Song was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: HK$0.029 (vs HK$0.076 in 3Q 2021)Third quarter 2022 results: EPS: HK$0.029 (down from HK$0.076 in 3Q 2021). Revenue: HK$4.35b (down 23% from 3Q 2021). Net income: HK$93.9m (down 63% from 3Q 2021). Profit margin: 2.2% (down from 4.4% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Sep 24Non-Executive Director recently sold €289k worth of stockOn the 22nd of September, Bei Bei Song sold around 2m shares on-market at roughly €0.17 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €162k more than they bought in the last 12 months.
Recent Insider Transactions • Sep 11Non-Executive Director recently bought €360k worth of stockOn the 7th of September, Bei Bei Song bought around 2m shares on-market at roughly €0.18 per share. This transaction amounted to 87% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €127k more in shares than they have sold in the last 12 months.
Upcoming Dividend • Sep 09Upcoming dividend of HK$0.05 per shareEligible shareholders must have bought the stock before 16 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 6.4%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.2%).
Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: HK$0.075 (vs HK$0.12 in 2Q 2021)Second quarter 2022 results: EPS: HK$0.075 (down from HK$0.12 in 2Q 2021). Revenue: HK$5.45b (down 4.4% from 2Q 2021). Net income: HK$245.3m (down 39% from 2Q 2021). Profit margin: 4.5% (down from 7.1% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 4.1%, compared to a 16% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 23Upcoming dividend of HK$0.05 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 13 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of German dividend payers (4.3%). Higher than average of industry peers (1.1%).
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). SVP & Executive Director Bei Bei Song was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 24Full year 2021 earnings released: EPS: HK$0.42 (vs HK$0.15 in FY 2020)Full year 2021 results: EPS: HK$0.42 (up from HK$0.15 in FY 2020). Revenue: HK$22.5b (up 1.7% from FY 2020). Net income: HK$1.38b (up 174% from FY 2020). Profit margin: 6.1% (up from 2.3% in FY 2020). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 6.6%, compared to a 26% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 12Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). SVP & Executive Director Bei Bei Song was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Recent Insider Transactions • Jan 19Executive Director recently sold €234k worth of stockOn the 17th of January, Wing Cheung Cheung sold around 566k shares on-market at roughly €0.41 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €204k more than they bought in the last 12 months.
Reported Earnings • Nov 09Third quarter 2021 earnings released: EPS HK$0.076 (vs HK$0.033 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: HK$5.65b (down 2.6% from 3Q 2020). Net income: HK$250.7m (up 131% from 3Q 2020). Profit margin: 4.4% (up from 1.9% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 01Second quarter 2021 earnings released: EPS HK$0.12 (vs HK$0.062 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: HK$5.71b (up 1.1% from 2Q 2020). Net income: HK$402.7m (up 97% from 2Q 2020). Profit margin: 7.1% (up from 3.6% in 2Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Executive Departure • Sep 01Non-Executive Director Wai Tong Ma has left the companyOn the 31st of August, Wai Tong Ma's tenure as Non-Executive Director ended after 2.8 years in the role. We don't have any record of a personal shareholding under Wai Tong's name. Wai Tong is the only executive to leave the company over the last 12 months.
Reported Earnings • May 19First quarter 2021 earnings released: EPS HK$0.08 (vs HK$0.029 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: HK$5.33b (up 14% from 1Q 2020). Net income: HK$262.7m (up 176% from 1Q 2020). Profit margin: 4.9% (up from 2.0% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Reported Earnings • May 03Full year 2020 earnings released: EPS HK$0.15 (vs HK$0.17 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: HK$22.2b (down 1.6% from FY 2019). Net income: HK$502.3m (down 11% from FY 2019). Profit margin: 2.3% (down from 2.5% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 31Full year 2020 earnings released: EPS HK$0.15 (vs HK$0.17 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: HK$22.2b (down 1.6% from FY 2019). Net income: HK$502.3m (down 11% from FY 2019). Profit margin: 2.3% (down from 2.5% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 18New 90-day high: €0.20The company is up 106% from its price of €0.098 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 15% over the same period.
Recent Insider Transactions • Jan 20Senior VP recently bought €29k worth of stockOn the 11th of January, Bei Bei Song bought around 300k shares on-market at roughly €0.097 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €132k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jan 19Senior VP recently bought €29k worth of stockOn the 11th of January, Bei Bei Song bought around 300k shares on-market at roughly €0.097 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €132k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jan 13Senior VP recently bought €29k worth of stockOn the 11th of January, Bei Bei Song bought around 300k shares on-market at roughly €0.097 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €132k more in shares than they have sold in the last 12 months.
お知らせ • Nov 18+ 1 more updateTruly International Holdings Limited Announces Executive ChangesThe board of directors (the Director(s) of Truly International Holdings Limited (the Company) announced that Mr. Ma Wai Tong (Mr. Ma) has been re-designated from an executive Director to a non- executive Director and has resigned as the company secretary and an authorised representative of the Company with effect from 17 November 2020 due to his plans for relocation to other place of residency. Following the resignation of Mr. Ma, Mr. Lau Fan Yu (Mr. Lau) has been appointed as the company secretary and an authorised representative of the Company with effect from 17 November 2020. Mr. Lau Fan Yu, aged 53, is a fellow member of the Association of Chartered Certified Accountants and a member of the Hong Kong Institute of Certified Public Accountants.
Recent Insider Transactions • Oct 01Senior VP recently bought €44k worth of stockOn the 22nd of September, Bei Bei Song bought around 444k shares on-market at roughly €0.099 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €103k more in shares than they have sold in the last 12 months.
Reported Earnings • Sep 27First half earnings releasedOver the last 12 months the company has reported total profits of HK$721.6m, up 245% from the prior year. Total revenue was HK$22.6b over the last 12 months, up 8.0% from the prior year.
Recent Insider Transactions • Sep 27Senior VP recently bought €44k worth of stockOn the 22nd of September, Bei Bei Song bought around 444k shares on-market at roughly €0.099 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €103k more in shares than they have sold in the last 12 months.
お知らせ • Aug 31Truly International Holdings Limited to Report First Half, 2020 Results on Aug 28, 2020Truly International Holdings Limited announced that they will report first half, 2020 results on Aug 28, 2020
