View Financial HealthVtech Holdings 配当と自社株買い配当金 基準チェック /36Vtech Holdings配当を支払う会社であり、現在の利回りは8.95%で、収益によって十分にカバーされています。主要情報9.0%配当利回り0.02%バイバック利回り総株主利回り9.0%将来の配当利回り9.1%配当成長-0.5%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71%最近の配当と自社株買いの更新お知らせ • Jul 17Vtech Holdings Limited Approves Final Dividend for the Year Ended 31 March 2025, Payable on 30 August 2025Vtech Holdings Limited approved final dividend for the year ended 31 March 2025 of USD 0.44 per share. Ex-dividend date 17 July 2025, Record date 21 July 2025 and Payment date 30 August 2025. Date of shareholders' approval is 15 July 2025.Declared Dividend • Nov 14First half dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 5th December 2024 Payment date: 18th December 2024 Dividend yield will be 9.9%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 16% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.3% EPS decline seen over the last 5 years.お知らせ • Jul 26Vtech Holdings Limited Approves Final Dividend for the Year Ended 31 March 2024, Payable on 08 August 2024Vtech Holdings Limited approved final dividend for the year ended 31 March 2024 of USD 0.48 per share. Ex-dividend date 26 July 2024, Record date 30 July 2024 and Payment date 08 August 2024. Date of shareholders' approval is 24 July 2024.Upcoming Dividend • Jul 19Upcoming dividend of US$0.48 per shareEligible shareholders must have bought the stock before 26 July 2024. Payment date: 08 August 2024. Payout ratio is on the higher end at 99%, however this is supported by cash flows. Trailing yield: 9.3%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.7%).お知らせ • May 24+ 1 more updateVtech Holdings Limited Proposes Final Dividend for the Year Ended March 31, 2024Vtech Holdings Limited has proposed a final dividend of US 48.0 cents per ordinary share for the full year ended March 31, 2024, providing a full-year dividend of US 65.0 cents per ordinary share, an increase of 10.2% from the US 59.0 cents declared in the previous financial year. This represents a dividend payout ratio of 98.7%.Declared Dividend • May 23Final dividend of US$0.48 announcedShareholders will receive a dividend of US$0.48. Ex-date: 26th July 2024 Payment date: 8th August 2024 Dividend yield will be 9.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.すべての更新を表示Recent updatesお知らせ • 6h+ 1 more updateVtech Holdings Limited Provides Group Earnings Guidance for the Financial Year 2027Vtech Holdings Limited provided group earnings guidance for the financial year 2027. For the year, the group expects revenue to grow, with sales of ELPs and TEL products forecast to trend higher, and CMS revenue to hold steady year-on-year.Reported Earnings • 19hFull year 2026 earnings released: EPS: US$0.53 (vs US$0.62 in FY 2025)Full year 2026 results: EPS: US$0.53 (down from US$0.62 in FY 2025). Revenue: US$2.03b (down 6.9% from FY 2025). Net income: US$134.1m (down 14% from FY 2025). Profit margin: 6.6% (down from 7.2% in FY 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • 21hVtech Holdings Limited, Annual General Meeting, Jul 23, 2026Vtech Holdings Limited, Annual General Meeting, Jul 23, 2026.Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. Independent Non-executive Director Jie Gan was the last 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: Insufficient board refreshment.お知らせ • May 07Vtech Holdings Limited to Report Fiscal Year 2026 Results on May 21, 2026Vtech Holdings Limited announced that they will report fiscal year 2026 results on May 21, 2026お知らせ • Nov 13+ 1 more updateVtech Holdings Limited Provides Earnings Guidance for the Second Half and Full Year 2026Vtech Holdings Limited provided earnings guidance for the second half and full year 2026. For the second half, Sales are anticipated to improve over the first half of the financial year 2026, driven by higher sales of ELPs and TEL products. For the full year 2026, the Group revenue is still forecast to decline. sales for the full financial year 2026 are anticipated to be lower year-on-year.お知らせ • Oct 31Vtech Holdings Limited to Report Q2, 2026 Results on Nov 13, 2025Vtech Holdings Limited announced that they will report Q2, 2026 results on Nov 13, 2025お知らせ • Jul 17Vtech Holdings Limited Approves Final Dividend for the Year Ended 31 March 2025, Payable on 30 August 2025Vtech Holdings Limited approved final dividend for the year ended 31 March 2025 of USD 0.44 per share. Ex-dividend date 17 July 2025, Record date 21 July 2025 and Payment date 30 August 2025. Date of shareholders' approval is 15 July 2025.お知らせ • May 15+ 1 more updateVtech Holdings Limited Provides Revenue Outlook for 2026Vtech Holdings Limited provided revenue outlook for 2026. The volatile US tariff situation and the negative economic outlook are impacting Group revenue, which is now forecast to decline in the financial year 2026.お知らせ • May 14Vtech Holdings Limited, Annual General Meeting, Jul 15, 2025Vtech Holdings Limited, Annual General Meeting, Jul 15, 2025.お知らせ • May 01Vtech Holdings Limited to Report Fiscal Year 2025 Results on May 14, 2025Vtech Holdings Limited announced that they will report fiscal year 2025 results on May 14, 2025お知らせ • Mar 12Vtech Holdings Limited Announces Appointment of Gan Jie as Member of Nomination Committee, Effective March 13, 2025The board of directors of VTech Holdings Limited announced that Professor GAN Jie, an Independent Non-executive Director and a member of the audit committee of the company, has been appointed as a member of the nomination committee of the company (the Nomination Committee) with effect from 13 March 2025.Reported Earnings • Nov 16First half 2025 earnings released: EPS: US$0.35 (vs US$0.37 in 1H 2024)First half 2025 results: EPS: US$0.35 (down from US$0.37 in 1H 2024). Revenue: US$1.09b (down 4.5% from 1H 2024). Net income: US$87.4m (down 6.6% from 1H 2024). Profit margin: 8.0% (down from 8.2% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year and the company’s share price has also fallen by 4% per year.Declared Dividend • Nov 14First half dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 5th December 2024 Payment date: 18th December 2024 Dividend yield will be 9.9%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 16% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.3% EPS decline seen over the last 5 years.お知らせ • Oct 31Vtech Holdings Limited to Report First Half, 2025 Results on Nov 12, 2024Vtech Holdings Limited announced that they will report first half, 2025 results on Nov 12, 2024お知らせ • Jul 26Vtech Holdings Limited Approves Final Dividend for the Year Ended 31 March 2024, Payable on 08 August 2024Vtech Holdings Limited approved final dividend for the year ended 31 March 2024 of USD 0.48 per share. Ex-dividend date 26 July 2024, Record date 30 July 2024 and Payment date 08 August 2024. Date of shareholders' approval is 24 July 2024.Upcoming Dividend • Jul 19Upcoming dividend of US$0.48 per shareEligible shareholders must have bought the stock before 26 July 2024. Payment date: 08 August 2024. Payout ratio is on the higher end at 99%, however this is supported by cash flows. Trailing yield: 9.3%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.7%).Reported Earnings • Jun 26Full year 2024 earnings released: EPS: US$0.66 (vs US$0.59 in FY 2023)Full year 2024 results: EPS: US$0.66 (up from US$0.59 in FY 2023). Revenue: US$2.15b (down 4.3% from FY 2023). Net income: US$166.6m (up 12% from FY 2023). Profit margin: 7.8% (up from 6.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 9% per year.お知らせ • May 24+ 1 more updateVtech Holdings Limited Proposes Final Dividend for the Year Ended March 31, 2024Vtech Holdings Limited has proposed a final dividend of US 48.0 cents per ordinary share for the full year ended March 31, 2024, providing a full-year dividend of US 65.0 cents per ordinary share, an increase of 10.2% from the US 59.0 cents declared in the previous financial year. This represents a dividend payout ratio of 98.7%.Declared Dividend • May 23Final dividend of US$0.48 announcedShareholders will receive a dividend of US$0.48. Ex-date: 26th July 2024 Payment date: 8th August 2024 Dividend yield will be 9.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.お知らせ • May 23Vtech Holdings Limited, Annual General Meeting, Jul 24, 2024Vtech Holdings Limited, Annual General Meeting, Jul 24, 2024.Reported Earnings • May 22Full year 2024 earnings released: EPS: US$0.66 (vs US$0.59 in FY 2023)Full year 2024 results: EPS: US$0.66 (up from US$0.59 in FY 2023). Revenue: US$2.15b (down 4.3% from FY 2023). Net income: US$166.6m (up 12% from FY 2023). Profit margin: 7.8% (up from 6.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 12% per year.お知らせ • May 10Vtech Holdings Limited to Report Fiscal Year 2024 Final Results on May 21, 2024Vtech Holdings Limited announced that they will report fiscal year 2024 final results on May 21, 2024Upcoming Dividend • Nov 30Upcoming dividend of US$0.17 per share at 9.9% yieldEligible shareholders must have bought the stock before 07 December 2023. Payment date: 20 December 2023. Payout ratio and cash payout ratio are on the higher end at 93% and 81% respectively. Trailing yield: 9.9%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (4.2%).Reported Earnings • Nov 17First half 2024 earnings released: EPS: US$0.37 (vs US$0.33 in 1H 2023)First half 2024 results: EPS: US$0.37 (up from US$0.33 in 1H 2023). Revenue: US$1.14b (down 2.1% from 1H 2023). Net income: US$93.6m (up 14% from 1H 2023). Profit margin: 8.2% (up from 7.0% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 1.3% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Nov 17+ 1 more updateVtech Holdings Limited Provides Revenue Guidance for the Full Year 2023Vtech Holdings Limited provided revenue guidance for the full year 2023. For the period, In light of the less favourable economic environment, Group revenue for the full financial year is now expected to show a slight decline. Profitability, however, remains on track to show improvement for the full year, as materials prices and freight charges trend down year-on-year.お知らせ • Nov 02Vtech Holdings Limited to Report First Half, 2024 Results on Nov 15, 2023Vtech Holdings Limited announced that they will report first half, 2024 results on Nov 15, 2023New Risk • Jul 27New 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 9.9% 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 Share price has been highly volatile over the past 3 months (9.9% average weekly change). Earnings have declined by 2.8% per year over the past 5 years. Minor Risk Dividend is not well covered by earnings (100% payout ratio).お知らせ • Jul 23Vtech Holdings Limited Approves Final Dividend for the Year Ended 31 March 2023, Payment Date Is 03 August 2023Vtech Holdings Limited approved final dividend for the year ended 31 March 2023 of USD 0.42 per share. Ex-dividend date 21 July 2023, Record date 25 July 2023 and Payment date 03 August 2023. Date of shareholders' approvalis 19 July 2023.Upcoming Dividend • Jul 14Upcoming dividend of US$0.42 per share at 8.9% yieldEligible shareholders must have bought the stock before 21 July 2023. Payment date: 03 August 2023. Payout ratio and cash payout ratio are on the higher end at 100% and 81% respectively. Trailing yield: 8.9%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.6%).Buying Opportunity • Jul 10Now 26% undervaluedOver the last 90 days, the stock is up 6.7%. The fair value is estimated to be €7.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 8.7%.Reported Earnings • Jun 16Full year 2023 earnings released: EPS: US$0.59 (vs US$0.69 in FY 2022)Full year 2023 results: EPS: US$0.59 (down from US$0.69 in FY 2022). Revenue: US$2.24b (down 5.4% from FY 2022). Net income: US$149.2m (down 14% from FY 2022). Profit margin: 6.7% (down from 7.3% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • May 19Vtech Holdings Limited, Annual General Meeting, Jul 19, 2023Vtech Holdings Limited, Annual General Meeting, Jul 19, 2023. Agenda: To consider final dividend in respect of the year ended 31 March 2023.お知らせ • May 18+ 2 more updatesVtech Holdings Limited Proposes Dividend for the Financial Year Ended 31 March 2023, Payable on August 3, 2023Vtech Holdings Limited proposed dividend of USD 0.42 per share for the financial year end 31 March 2023. Ex-dividend date 21 July 2023, Record date 25 July 2023 and Payment date 03 August 2023.Reported Earnings • May 18Full year 2023 earnings released: EPS: US$0.59 (vs US$0.69 in FY 2022)Full year 2023 results: EPS: US$0.59 (down from US$0.69 in FY 2022). Revenue: US$2.24b (down 5.4% from FY 2022). Net income: US$149.2m (down 14% from FY 2022). Profit margin: 6.7% (down from 7.3% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • May 06Vtech Holdings Limited to Report Fiscal Year 2023 Results on May 17, 2023Vtech Holdings Limited announced that they will report fiscal year 2023 results on May 17, 2023Board Change • Dec 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. Non-Executive Director William Wong was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Upcoming Dividend • Nov 25Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 02 December 2022. Payment date: 15 December 2022. Payout ratio is on the higher end at 96%, and the cash payout ratio is above 100%. Trailing yield: 11%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (2.6%).Reported Earnings • Nov 16First half 2023 earnings released: EPS: US$0.33 (vs US$0.30 in 1H 2022)First half 2023 results: EPS: US$0.33 (up from US$0.30 in 1H 2022). Revenue: US$1.16b (up 4.5% from 1H 2022). Net income: US$82.0m (up 6.6% from 1H 2022). Profit margin: 7.0% (up from 6.9% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 12First half 2023 earnings released: EPS: US$0.33 (vs US$0.30 in 1H 2022)First half 2023 results: EPS: US$0.33 (up from US$0.30 in 1H 2022). Revenue: US$1.16b (up 4.5% from 1H 2022). Net income: US$82.0m (up 6.6% from 1H 2022). Profit margin: 7.0% (up from 6.9% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 11+ 1 more updateVtech Holdings Limited Declares an Interim (Semi-Annual) Dividend for the Six Months Ended 30 September 2022, Payable on 15 December 2022The Board of Directors of Vtech Holdings Limited declared an interim (semi-annual) dividend of USD 0.17 per ordinary share for the six months ended 30 September 2022. Ex-dividend date is 2 December 2022. Record date is 6 December 2022. Payment date is 15 December 2022.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to €6.10, the stock trades at a trailing P/E ratio of 8.4x. Average forward P/E is 19x in the Communications industry in Europe. Total loss to shareholders of 8.2% over the past three years.お知らせ • Oct 28Vtech Holdings Limited to Report First Half, 2023 Results on Nov 10, 2022Vtech Holdings Limited announced that they will report first half, 2023 results on Nov 10, 2022お知らせ • Jul 16Vtech Holdings Limited Announces Final Dividend for the Year Ended 31 March 2022, Payable on July 28, 2022Vtech Holdings Limited announced Final Dividend for the year ended 31 March 2022 of USD 0.51 per share with Ex-dividend date 15 July 2022, Record date 19 July 2022 and Payment date to be 28 July, 2022.Upcoming Dividend • Jul 08Upcoming dividend of US$0.51 per shareEligible shareholders must have bought the stock before 15 July 2022. Payment date: 28 July 2022. Payout ratio is on the higher end at 99%, and the cash payout ratio is above 100%. Trailing yield: 8.7%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.8%).お知らせ • Jun 09Vtech Holdings Limited, Annual General Meeting, Jul 13, 2022Vtech Holdings Limited, Annual General Meeting, Jul 13, 2022, at 15:30 China Standard Time. Location: t Jade & Lotus Room, 6th Floor, Marco Polo Hongkong Hotel, Harbour City, 3 Canton Road, Tsim Sha Tsui Kowloon Hong Kong Agenda: To receive and consider the audited consolidated financial statements and the reports of the directors of the Company and the auditor of the Company for the year ended 31 March 2022; to consider and declare a final dividend in respect of the year ended 31 March 2022; to re-appoint KPMG as the Auditor and authorize the board of the Directors to fix its remuneration; to grant a general mandate to the Directors to repurchase shares representing up to 10% of the issued share capital of the Company at the date of the 2022 AGM; to grant a general mandate to the Directors to allot, issue and deal with additional shares representing up to 10% of the issued share capital of the Company at the date of the 2022 AGM, and the discount for any shares to be issued shall not be more than 10% to the Benchmarked Price; and to discuss other matters.お知らせ • May 18Vtech Holdings Limited Proposes Final Dividend for the Year Ending March 31, 2022, Payable on July 28, 2022The Board of Directors of Vtech Holdings Limited has proposed a final dividend of 51.0 cents per ordinary share, providing a full-year dividend of 68.0 cents per ordinary share, a 25.3% decrease from the 91.0 cents declared in the previous financial year. This represents a dividend payout ratio of 99.4%. Ex-dividend date on July 15, 2022. Record date on July 19, 2022. Payment date on July 28, 2022.Reported Earnings • May 17Full year 2022 earnings released: EPS: US$0.69 (vs US$0.92 in FY 2021)Full year 2022 results: EPS: US$0.69 (down from US$0.92 in FY 2021). Revenue: US$2.37b (flat on FY 2021). Net income: US$172.7m (down 25% from FY 2021). Profit margin: 7.3% (down from 9.7% in FY 2021). Over the next year, revenue is forecast to grow 5.7%, compared to a 7.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • May 04Vtech Holdings Limited to Report Fiscal Year 2022 Results on May 16, 2022Vtech Holdings Limited announced that they will report fiscal year 2022 results on May 16, 2022Reported Earnings • Dec 03First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: US$0.30 (down from US$0.49 in 1H 2021). Revenue: US$1.11b (flat on 1H 2021). Net income: US$76.9m (down 38% from 1H 2021). Profit margin: 6.9% (down from 11% in 1H 2021). Revenue exceeded analyst estimates by 7.9%. Over the next year, revenue is forecast to grow 1.7%, compared to a 4.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Upcoming Dividend • Nov 29Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 06 December 2021. Payment date: 17 December 2021. Trailing yield: 11%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.0%).お知らせ • Sep 23Vtech Holdings Limited Announces Earnings Guidance for the Six Months Ended September 30, 2021Vtech Holdings Limited announced earnings guidance for the six months ended September 30, 2021. For the six months, the Group expects to report a 35% to 40% decrease in profit attributable to shareholders of the Company for the six months ended 30 September 2021, as compared with the reported profit of USD 123.6 million for the corresponding period in 2020.Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €6.90, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 26x in the Communications industry in Europe. Total loss to shareholders of 10% over the past three years.Valuation Update With 7 Day Price Move • Jul 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$7.85, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 26x in the Communications industry in Europe. Total returns to shareholders of 7.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.26 per share.Upcoming Dividend • Jul 09Upcoming dividend of US$0.74 per shareEligible shareholders must have bought the stock before 15 July 2021. Payment date: 28 July 2021. Trailing yield: 8.9%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.8%).Reported Earnings • Jun 09Full year 2021 earnings released: EPS US$0.92 (vs US$0.76 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: US$2.37b (up 9.5% from FY 2020). Net income: US$230.9m (up 21% from FY 2020). Profit margin: 9.7% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 25Investor sentiment improved over the past weekAfter last week's 20% share price gain to US$8.45, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 24x in the Communications industry in Europe. Total returns to shareholders of 3.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.40 per share.お知らせ • May 19Vtech Holdings Limited Recommends Final Dividend in Respect of the Year Ended 31 March 2021, Payable on 28 July 2021The Board of Directors of Vtech Holdings Limited has recommended the payment of a final dividend of 74.0 US cents per ordinary share in respect of the year ended 31 March 2021, payable on 28 July 2021 to the shareholders whose names appear on the register of members of the Company as at the close of business on 19 July 2021 subject to the approval of the shareholders of the Company at the forthcoming annual general meeting of the Company to be held on 13 July 2021.Reported Earnings • May 19Full year 2021 earnings released: EPS US$0.92 (vs US$0.76 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: US$2.37b (up 9.5% from FY 2020). Net income: US$230.9m (up 21% from FY 2020). Profit margin: 9.7% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Mar 06New 90-day high: €7.25The company is up 17% from its price of €6.20 on 04 December 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Communications industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.92 per share.お知らせ • Mar 05VTech Announces New Products in Its Successful Go! Go! Cory Carson Toy Line Are Now Available NationwideVTech announced new products in its successful Go! Go! Cory Carson toy line are now available nationwide. Go! Go! Cory Carson follows the adventures of kid car Cory Carson, his family and his friends in Bumperton Hills as they navigate the winding roads of childhood. Episodes of the animated preschool series are streaming globally on Netflix and are available on the Netflix Jr. YouTube channel. Go! Go! Cory Carson® Two Scoops Eileen Ice Cream Truck™: Can you hear the ice cream truck? Pick your favorite ice cream treat with Two Scoops Eileen Ice Cream Truck™ just like in the original series Go! Go! Cory Carson! Hear Eileen talk by pressing her light-up windshield button, and watch her cone light up as she plays sound effects and songs from the show. With so many kinds of ice cream, how will Cory and Chrissy choose? Drive the included special-edition mini Cory and mini Chrissy PlayZone™ characters up to the window and press Eileen's serving counter for more role-play interactions. Eileen's face lights up with the sounds. Roll Eileen around to see her cone light up and hear her play music. Go! Go! Cory Carson® The Carson Playhouse™: Launch into an exciting play date with the Carsons at the Go! Go! Cory Carson The Carson Playhouse playset just like in the original series Go! Go! Cory Carson! Hear Mama Carson encourage exploration of all the exciting activities the playhouse has to offer with special-edition mini PlayZone characters Cory and Chrissy. Press the mailbox to flip open the garage door and launch the characters into the tire swing. Play on the seesaw or with the tire swing for even more role-play fun, then activate the PlayZone location in front of the garage front door to hear each character say unique phrases. Go! Go! Cory Carson® Fire Rescue Cory: Captain Cory is here to save the day! I'm Fire Rescue Cory and you're going to love going on adventures with me in Bumperton Hills just like in the original series Go! Go! Cory Carson! We'll have so much fun together. For even more role-play fun, place the fire hose on my back to hear me talk about firefighter training! Hear more phrases by pressing my light-up windshield button. I'll also play sound effects and music while my face lights up. Roll me around to trigger role-play sound effects.Is New 90 Day High Low • Feb 03New 90-day high: €7.05The company is up 23% from its price of €5.75 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Communications industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.74 per share.お知らせ • Jan 22Vtech Holdings Limited (SEHK:303) signed an agreement to acquire Mexican Manufacturing Facility of QSC Audio Products, LLC.Vtech Holdings Limited (SEHK:303) signed an agreement to acquire Mexican Manufacturing Facility of QSC Audio Products, LLC on January 20, 2021. The transaction includes includes the fixed assets and business in manufacturing wood enclosure loudspeakers for the North American market. In addition to manufacturing QSC's range of wood enclosure loudspeakers, this acquisition will strengthen VTech Contract Manufacturing Services' (CMS) leading position as a manufacturer of professional audio equipment. It also brings new know-how and additional growth potential to VTech. The acquisition will be funded through internal resources. Transaction is subject to certain closing conditions in the agreement and transaction is expected to close in the second quarter of 2021 .お知らせ • Jan 20VTech Holdings Limited to Launch Green Electronic Learning Products with Sustainability Pledge 2030VTech Holdings Limited announced that it will launch a variety of green electronic learning products in 2021, which marks an important step for its sustainability commitment towards replacing fossil based plastics with sustainable alternatives by 2030. VTech branded eco-friendly products include four new vehicles in the popular Go! Go! Smart Wheels® series made from plant-based plastic, and the Sort & Recycle Ride-on Truck™ made from reclaimed plastic. As for LeapFrog branded products, in addition to a new Choppin' Fun Learning Pot™ with vegetables accessories made from plant-based plastic, VTech will source materials from responsibly managed forests certified by Forest Stewardship Council® for two new wooden toys, Touch & Learn Nature ABC Board™ and Interactive Wooden Animal Puzzle™.Is New 90 Day High Low • Jan 19New 90-day high: €6.80The company is up 23% from its price of €5.55 on 21 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Communications industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.23 per share.Reported Earnings • Nov 28First half 2021 earnings released: EPS US$0.49The company reported a decent first half result with improved earnings, although revenues and profit margins were flat. First half 2021 results: Revenue: US$1.12b (flat on 1H 2020). Net income: US$123.6m (up 4.7% from 1H 2020). Profit margin: 11% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Nov 24Upcoming Dividend of US$0.17 Per ShareWill be paid on the 14th of December to those who are registered shareholders by the 1st of December. The trailing yield of 6.9% is in the top quartile of German dividend payers (3.6%), and it is higher than industry peers (1.4%).Reported Earnings • Nov 13First half 2021 earnings released: EPS US$0.49The company reported a decent first half result with improved earnings, although revenues and profit margins were flat. First half 2021 results: Revenue: US$1.12b (flat on 1H 2020). Net income: US$123.6m (up 4.7% from 1H 2020). Profit margin: 11% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Nov 11New 90-day high: €6.55The company is up 41% from its price of €4.64 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.99 per share.Is New 90 Day High Low • Oct 06New 90-day high: €5.45The company is up 5.0% from its price of €5.20 on 08 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.80 per share.決済の安定と成長配当データの取得安定した配当: VTCB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: VTCB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Vtech Holdings 配当利回り対市場VTCB 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 (VTCB)9.0%市場下位25% (DE)1.5%市場トップ25% (DE)4.5%業界平均 (Communications)1.5%アナリスト予想 (VTCB) (最長3年)9.1%注目すべき配当: VTCBの配当金 ( 8.95% ) はGerman市場の配当金支払者の下位 25% ( 1.54% ) よりも高くなっています。高配当: VTCBの配当金 ( 8.95% ) はGerman市場 ( 4.55% ) 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: VTCBの配当金は、合理的な 配当性向 ( 70.9% ) により、利益によって賄われています。株主配当金キャッシュフローカバレッジ: VTCBは高い 現金配当性向 ( 166.7% ) のため、配当金の支払いはキャッシュフローで十分にカバーされていません。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2026/05/22 18:11終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31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Vtech Holdings Limited 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15 アナリスト機関Jones KuBarclaysXin LiCitic Securities Co., Ltd.Tak Hung LauCitigroup Inc12 その他のアナリストを表示
お知らせ • Jul 17Vtech Holdings Limited Approves Final Dividend for the Year Ended 31 March 2025, Payable on 30 August 2025Vtech Holdings Limited approved final dividend for the year ended 31 March 2025 of USD 0.44 per share. Ex-dividend date 17 July 2025, Record date 21 July 2025 and Payment date 30 August 2025. Date of shareholders' approval is 15 July 2025.
Declared Dividend • Nov 14First half dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 5th December 2024 Payment date: 18th December 2024 Dividend yield will be 9.9%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 16% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.3% EPS decline seen over the last 5 years.
お知らせ • Jul 26Vtech Holdings Limited Approves Final Dividend for the Year Ended 31 March 2024, Payable on 08 August 2024Vtech Holdings Limited approved final dividend for the year ended 31 March 2024 of USD 0.48 per share. Ex-dividend date 26 July 2024, Record date 30 July 2024 and Payment date 08 August 2024. Date of shareholders' approval is 24 July 2024.
Upcoming Dividend • Jul 19Upcoming dividend of US$0.48 per shareEligible shareholders must have bought the stock before 26 July 2024. Payment date: 08 August 2024. Payout ratio is on the higher end at 99%, however this is supported by cash flows. Trailing yield: 9.3%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.7%).
お知らせ • May 24+ 1 more updateVtech Holdings Limited Proposes Final Dividend for the Year Ended March 31, 2024Vtech Holdings Limited has proposed a final dividend of US 48.0 cents per ordinary share for the full year ended March 31, 2024, providing a full-year dividend of US 65.0 cents per ordinary share, an increase of 10.2% from the US 59.0 cents declared in the previous financial year. This represents a dividend payout ratio of 98.7%.
Declared Dividend • May 23Final dividend of US$0.48 announcedShareholders will receive a dividend of US$0.48. Ex-date: 26th July 2024 Payment date: 8th August 2024 Dividend yield will be 9.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
お知らせ • 6h+ 1 more updateVtech Holdings Limited Provides Group Earnings Guidance for the Financial Year 2027Vtech Holdings Limited provided group earnings guidance for the financial year 2027. For the year, the group expects revenue to grow, with sales of ELPs and TEL products forecast to trend higher, and CMS revenue to hold steady year-on-year.
Reported Earnings • 19hFull year 2026 earnings released: EPS: US$0.53 (vs US$0.62 in FY 2025)Full year 2026 results: EPS: US$0.53 (down from US$0.62 in FY 2025). Revenue: US$2.03b (down 6.9% from FY 2025). Net income: US$134.1m (down 14% from FY 2025). Profit margin: 6.6% (down from 7.2% in FY 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • 21hVtech Holdings Limited, Annual General Meeting, Jul 23, 2026Vtech Holdings Limited, Annual General Meeting, Jul 23, 2026.
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. Independent Non-executive Director Jie Gan was the last 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: Insufficient board refreshment.
お知らせ • May 07Vtech Holdings Limited to Report Fiscal Year 2026 Results on May 21, 2026Vtech Holdings Limited announced that they will report fiscal year 2026 results on May 21, 2026
お知らせ • Nov 13+ 1 more updateVtech Holdings Limited Provides Earnings Guidance for the Second Half and Full Year 2026Vtech Holdings Limited provided earnings guidance for the second half and full year 2026. For the second half, Sales are anticipated to improve over the first half of the financial year 2026, driven by higher sales of ELPs and TEL products. For the full year 2026, the Group revenue is still forecast to decline. sales for the full financial year 2026 are anticipated to be lower year-on-year.
お知らせ • Oct 31Vtech Holdings Limited to Report Q2, 2026 Results on Nov 13, 2025Vtech Holdings Limited announced that they will report Q2, 2026 results on Nov 13, 2025
お知らせ • Jul 17Vtech Holdings Limited Approves Final Dividend for the Year Ended 31 March 2025, Payable on 30 August 2025Vtech Holdings Limited approved final dividend for the year ended 31 March 2025 of USD 0.44 per share. Ex-dividend date 17 July 2025, Record date 21 July 2025 and Payment date 30 August 2025. Date of shareholders' approval is 15 July 2025.
お知らせ • May 15+ 1 more updateVtech Holdings Limited Provides Revenue Outlook for 2026Vtech Holdings Limited provided revenue outlook for 2026. The volatile US tariff situation and the negative economic outlook are impacting Group revenue, which is now forecast to decline in the financial year 2026.
お知らせ • May 14Vtech Holdings Limited, Annual General Meeting, Jul 15, 2025Vtech Holdings Limited, Annual General Meeting, Jul 15, 2025.
お知らせ • May 01Vtech Holdings Limited to Report Fiscal Year 2025 Results on May 14, 2025Vtech Holdings Limited announced that they will report fiscal year 2025 results on May 14, 2025
お知らせ • Mar 12Vtech Holdings Limited Announces Appointment of Gan Jie as Member of Nomination Committee, Effective March 13, 2025The board of directors of VTech Holdings Limited announced that Professor GAN Jie, an Independent Non-executive Director and a member of the audit committee of the company, has been appointed as a member of the nomination committee of the company (the Nomination Committee) with effect from 13 March 2025.
Reported Earnings • Nov 16First half 2025 earnings released: EPS: US$0.35 (vs US$0.37 in 1H 2024)First half 2025 results: EPS: US$0.35 (down from US$0.37 in 1H 2024). Revenue: US$1.09b (down 4.5% from 1H 2024). Net income: US$87.4m (down 6.6% from 1H 2024). Profit margin: 8.0% (down from 8.2% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year and the company’s share price has also fallen by 4% per year.
Declared Dividend • Nov 14First half dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 5th December 2024 Payment date: 18th December 2024 Dividend yield will be 9.9%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 16% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.3% EPS decline seen over the last 5 years.
お知らせ • Oct 31Vtech Holdings Limited to Report First Half, 2025 Results on Nov 12, 2024Vtech Holdings Limited announced that they will report first half, 2025 results on Nov 12, 2024
お知らせ • Jul 26Vtech Holdings Limited Approves Final Dividend for the Year Ended 31 March 2024, Payable on 08 August 2024Vtech Holdings Limited approved final dividend for the year ended 31 March 2024 of USD 0.48 per share. Ex-dividend date 26 July 2024, Record date 30 July 2024 and Payment date 08 August 2024. Date of shareholders' approval is 24 July 2024.
Upcoming Dividend • Jul 19Upcoming dividend of US$0.48 per shareEligible shareholders must have bought the stock before 26 July 2024. Payment date: 08 August 2024. Payout ratio is on the higher end at 99%, however this is supported by cash flows. Trailing yield: 9.3%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.7%).
Reported Earnings • Jun 26Full year 2024 earnings released: EPS: US$0.66 (vs US$0.59 in FY 2023)Full year 2024 results: EPS: US$0.66 (up from US$0.59 in FY 2023). Revenue: US$2.15b (down 4.3% from FY 2023). Net income: US$166.6m (up 12% from FY 2023). Profit margin: 7.8% (up from 6.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 9% per year.
お知らせ • May 24+ 1 more updateVtech Holdings Limited Proposes Final Dividend for the Year Ended March 31, 2024Vtech Holdings Limited has proposed a final dividend of US 48.0 cents per ordinary share for the full year ended March 31, 2024, providing a full-year dividend of US 65.0 cents per ordinary share, an increase of 10.2% from the US 59.0 cents declared in the previous financial year. This represents a dividend payout ratio of 98.7%.
Declared Dividend • May 23Final dividend of US$0.48 announcedShareholders will receive a dividend of US$0.48. Ex-date: 26th July 2024 Payment date: 8th August 2024 Dividend yield will be 9.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
お知らせ • May 23Vtech Holdings Limited, Annual General Meeting, Jul 24, 2024Vtech Holdings Limited, Annual General Meeting, Jul 24, 2024.
Reported Earnings • May 22Full year 2024 earnings released: EPS: US$0.66 (vs US$0.59 in FY 2023)Full year 2024 results: EPS: US$0.66 (up from US$0.59 in FY 2023). Revenue: US$2.15b (down 4.3% from FY 2023). Net income: US$166.6m (up 12% from FY 2023). Profit margin: 7.8% (up from 6.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 12% per year.
お知らせ • May 10Vtech Holdings Limited to Report Fiscal Year 2024 Final Results on May 21, 2024Vtech Holdings Limited announced that they will report fiscal year 2024 final results on May 21, 2024
Upcoming Dividend • Nov 30Upcoming dividend of US$0.17 per share at 9.9% yieldEligible shareholders must have bought the stock before 07 December 2023. Payment date: 20 December 2023. Payout ratio and cash payout ratio are on the higher end at 93% and 81% respectively. Trailing yield: 9.9%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (4.2%).
Reported Earnings • Nov 17First half 2024 earnings released: EPS: US$0.37 (vs US$0.33 in 1H 2023)First half 2024 results: EPS: US$0.37 (up from US$0.33 in 1H 2023). Revenue: US$1.14b (down 2.1% from 1H 2023). Net income: US$93.6m (up 14% from 1H 2023). Profit margin: 8.2% (up from 7.0% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 1.3% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 17+ 1 more updateVtech Holdings Limited Provides Revenue Guidance for the Full Year 2023Vtech Holdings Limited provided revenue guidance for the full year 2023. For the period, In light of the less favourable economic environment, Group revenue for the full financial year is now expected to show a slight decline. Profitability, however, remains on track to show improvement for the full year, as materials prices and freight charges trend down year-on-year.
お知らせ • Nov 02Vtech Holdings Limited to Report First Half, 2024 Results on Nov 15, 2023Vtech Holdings Limited announced that they will report first half, 2024 results on Nov 15, 2023
New Risk • Jul 27New 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 9.9% 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 Share price has been highly volatile over the past 3 months (9.9% average weekly change). Earnings have declined by 2.8% per year over the past 5 years. Minor Risk Dividend is not well covered by earnings (100% payout ratio).
お知らせ • Jul 23Vtech Holdings Limited Approves Final Dividend for the Year Ended 31 March 2023, Payment Date Is 03 August 2023Vtech Holdings Limited approved final dividend for the year ended 31 March 2023 of USD 0.42 per share. Ex-dividend date 21 July 2023, Record date 25 July 2023 and Payment date 03 August 2023. Date of shareholders' approvalis 19 July 2023.
Upcoming Dividend • Jul 14Upcoming dividend of US$0.42 per share at 8.9% yieldEligible shareholders must have bought the stock before 21 July 2023. Payment date: 03 August 2023. Payout ratio and cash payout ratio are on the higher end at 100% and 81% respectively. Trailing yield: 8.9%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.6%).
Buying Opportunity • Jul 10Now 26% undervaluedOver the last 90 days, the stock is up 6.7%. The fair value is estimated to be €7.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 8.7%.
Reported Earnings • Jun 16Full year 2023 earnings released: EPS: US$0.59 (vs US$0.69 in FY 2022)Full year 2023 results: EPS: US$0.59 (down from US$0.69 in FY 2022). Revenue: US$2.24b (down 5.4% from FY 2022). Net income: US$149.2m (down 14% from FY 2022). Profit margin: 6.7% (down from 7.3% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • May 19Vtech Holdings Limited, Annual General Meeting, Jul 19, 2023Vtech Holdings Limited, Annual General Meeting, Jul 19, 2023. Agenda: To consider final dividend in respect of the year ended 31 March 2023.
お知らせ • May 18+ 2 more updatesVtech Holdings Limited Proposes Dividend for the Financial Year Ended 31 March 2023, Payable on August 3, 2023Vtech Holdings Limited proposed dividend of USD 0.42 per share for the financial year end 31 March 2023. Ex-dividend date 21 July 2023, Record date 25 July 2023 and Payment date 03 August 2023.
Reported Earnings • May 18Full year 2023 earnings released: EPS: US$0.59 (vs US$0.69 in FY 2022)Full year 2023 results: EPS: US$0.59 (down from US$0.69 in FY 2022). Revenue: US$2.24b (down 5.4% from FY 2022). Net income: US$149.2m (down 14% from FY 2022). Profit margin: 6.7% (down from 7.3% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • May 06Vtech Holdings Limited to Report Fiscal Year 2023 Results on May 17, 2023Vtech Holdings Limited announced that they will report fiscal year 2023 results on May 17, 2023
Board Change • Dec 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. Non-Executive Director William Wong was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Upcoming Dividend • Nov 25Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 02 December 2022. Payment date: 15 December 2022. Payout ratio is on the higher end at 96%, and the cash payout ratio is above 100%. Trailing yield: 11%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (2.6%).
Reported Earnings • Nov 16First half 2023 earnings released: EPS: US$0.33 (vs US$0.30 in 1H 2022)First half 2023 results: EPS: US$0.33 (up from US$0.30 in 1H 2022). Revenue: US$1.16b (up 4.5% from 1H 2022). Net income: US$82.0m (up 6.6% from 1H 2022). Profit margin: 7.0% (up from 6.9% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 12First half 2023 earnings released: EPS: US$0.33 (vs US$0.30 in 1H 2022)First half 2023 results: EPS: US$0.33 (up from US$0.30 in 1H 2022). Revenue: US$1.16b (up 4.5% from 1H 2022). Net income: US$82.0m (up 6.6% from 1H 2022). Profit margin: 7.0% (up from 6.9% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 11+ 1 more updateVtech Holdings Limited Declares an Interim (Semi-Annual) Dividend for the Six Months Ended 30 September 2022, Payable on 15 December 2022The Board of Directors of Vtech Holdings Limited declared an interim (semi-annual) dividend of USD 0.17 per ordinary share for the six months ended 30 September 2022. Ex-dividend date is 2 December 2022. Record date is 6 December 2022. Payment date is 15 December 2022.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to €6.10, the stock trades at a trailing P/E ratio of 8.4x. Average forward P/E is 19x in the Communications industry in Europe. Total loss to shareholders of 8.2% over the past three years.
お知らせ • Oct 28Vtech Holdings Limited to Report First Half, 2023 Results on Nov 10, 2022Vtech Holdings Limited announced that they will report first half, 2023 results on Nov 10, 2022
お知らせ • Jul 16Vtech Holdings Limited Announces Final Dividend for the Year Ended 31 March 2022, Payable on July 28, 2022Vtech Holdings Limited announced Final Dividend for the year ended 31 March 2022 of USD 0.51 per share with Ex-dividend date 15 July 2022, Record date 19 July 2022 and Payment date to be 28 July, 2022.
Upcoming Dividend • Jul 08Upcoming dividend of US$0.51 per shareEligible shareholders must have bought the stock before 15 July 2022. Payment date: 28 July 2022. Payout ratio is on the higher end at 99%, and the cash payout ratio is above 100%. Trailing yield: 8.7%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.8%).
お知らせ • Jun 09Vtech Holdings Limited, Annual General Meeting, Jul 13, 2022Vtech Holdings Limited, Annual General Meeting, Jul 13, 2022, at 15:30 China Standard Time. Location: t Jade & Lotus Room, 6th Floor, Marco Polo Hongkong Hotel, Harbour City, 3 Canton Road, Tsim Sha Tsui Kowloon Hong Kong Agenda: To receive and consider the audited consolidated financial statements and the reports of the directors of the Company and the auditor of the Company for the year ended 31 March 2022; to consider and declare a final dividend in respect of the year ended 31 March 2022; to re-appoint KPMG as the Auditor and authorize the board of the Directors to fix its remuneration; to grant a general mandate to the Directors to repurchase shares representing up to 10% of the issued share capital of the Company at the date of the 2022 AGM; to grant a general mandate to the Directors to allot, issue and deal with additional shares representing up to 10% of the issued share capital of the Company at the date of the 2022 AGM, and the discount for any shares to be issued shall not be more than 10% to the Benchmarked Price; and to discuss other matters.
お知らせ • May 18Vtech Holdings Limited Proposes Final Dividend for the Year Ending March 31, 2022, Payable on July 28, 2022The Board of Directors of Vtech Holdings Limited has proposed a final dividend of 51.0 cents per ordinary share, providing a full-year dividend of 68.0 cents per ordinary share, a 25.3% decrease from the 91.0 cents declared in the previous financial year. This represents a dividend payout ratio of 99.4%. Ex-dividend date on July 15, 2022. Record date on July 19, 2022. Payment date on July 28, 2022.
Reported Earnings • May 17Full year 2022 earnings released: EPS: US$0.69 (vs US$0.92 in FY 2021)Full year 2022 results: EPS: US$0.69 (down from US$0.92 in FY 2021). Revenue: US$2.37b (flat on FY 2021). Net income: US$172.7m (down 25% from FY 2021). Profit margin: 7.3% (down from 9.7% in FY 2021). Over the next year, revenue is forecast to grow 5.7%, compared to a 7.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • May 04Vtech Holdings Limited to Report Fiscal Year 2022 Results on May 16, 2022Vtech Holdings Limited announced that they will report fiscal year 2022 results on May 16, 2022
Reported Earnings • Dec 03First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: US$0.30 (down from US$0.49 in 1H 2021). Revenue: US$1.11b (flat on 1H 2021). Net income: US$76.9m (down 38% from 1H 2021). Profit margin: 6.9% (down from 11% in 1H 2021). Revenue exceeded analyst estimates by 7.9%. Over the next year, revenue is forecast to grow 1.7%, compared to a 4.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Nov 29Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 06 December 2021. Payment date: 17 December 2021. Trailing yield: 11%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.0%).
お知らせ • Sep 23Vtech Holdings Limited Announces Earnings Guidance for the Six Months Ended September 30, 2021Vtech Holdings Limited announced earnings guidance for the six months ended September 30, 2021. For the six months, the Group expects to report a 35% to 40% decrease in profit attributable to shareholders of the Company for the six months ended 30 September 2021, as compared with the reported profit of USD 123.6 million for the corresponding period in 2020.
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €6.90, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 26x in the Communications industry in Europe. Total loss to shareholders of 10% over the past three years.
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$7.85, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 26x in the Communications industry in Europe. Total returns to shareholders of 7.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.26 per share.
Upcoming Dividend • Jul 09Upcoming dividend of US$0.74 per shareEligible shareholders must have bought the stock before 15 July 2021. Payment date: 28 July 2021. Trailing yield: 8.9%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.8%).
Reported Earnings • Jun 09Full year 2021 earnings released: EPS US$0.92 (vs US$0.76 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: US$2.37b (up 9.5% from FY 2020). Net income: US$230.9m (up 21% from FY 2020). Profit margin: 9.7% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 25Investor sentiment improved over the past weekAfter last week's 20% share price gain to US$8.45, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 24x in the Communications industry in Europe. Total returns to shareholders of 3.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.40 per share.
お知らせ • May 19Vtech Holdings Limited Recommends Final Dividend in Respect of the Year Ended 31 March 2021, Payable on 28 July 2021The Board of Directors of Vtech Holdings Limited has recommended the payment of a final dividend of 74.0 US cents per ordinary share in respect of the year ended 31 March 2021, payable on 28 July 2021 to the shareholders whose names appear on the register of members of the Company as at the close of business on 19 July 2021 subject to the approval of the shareholders of the Company at the forthcoming annual general meeting of the Company to be held on 13 July 2021.
Reported Earnings • May 19Full year 2021 earnings released: EPS US$0.92 (vs US$0.76 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: US$2.37b (up 9.5% from FY 2020). Net income: US$230.9m (up 21% from FY 2020). Profit margin: 9.7% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Mar 06New 90-day high: €7.25The company is up 17% from its price of €6.20 on 04 December 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Communications industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.92 per share.
お知らせ • Mar 05VTech Announces New Products in Its Successful Go! Go! Cory Carson Toy Line Are Now Available NationwideVTech announced new products in its successful Go! Go! Cory Carson toy line are now available nationwide. Go! Go! Cory Carson follows the adventures of kid car Cory Carson, his family and his friends in Bumperton Hills as they navigate the winding roads of childhood. Episodes of the animated preschool series are streaming globally on Netflix and are available on the Netflix Jr. YouTube channel. Go! Go! Cory Carson® Two Scoops Eileen Ice Cream Truck™: Can you hear the ice cream truck? Pick your favorite ice cream treat with Two Scoops Eileen Ice Cream Truck™ just like in the original series Go! Go! Cory Carson! Hear Eileen talk by pressing her light-up windshield button, and watch her cone light up as she plays sound effects and songs from the show. With so many kinds of ice cream, how will Cory and Chrissy choose? Drive the included special-edition mini Cory and mini Chrissy PlayZone™ characters up to the window and press Eileen's serving counter for more role-play interactions. Eileen's face lights up with the sounds. Roll Eileen around to see her cone light up and hear her play music. Go! Go! Cory Carson® The Carson Playhouse™: Launch into an exciting play date with the Carsons at the Go! Go! Cory Carson The Carson Playhouse playset just like in the original series Go! Go! Cory Carson! Hear Mama Carson encourage exploration of all the exciting activities the playhouse has to offer with special-edition mini PlayZone characters Cory and Chrissy. Press the mailbox to flip open the garage door and launch the characters into the tire swing. Play on the seesaw or with the tire swing for even more role-play fun, then activate the PlayZone location in front of the garage front door to hear each character say unique phrases. Go! Go! Cory Carson® Fire Rescue Cory: Captain Cory is here to save the day! I'm Fire Rescue Cory and you're going to love going on adventures with me in Bumperton Hills just like in the original series Go! Go! Cory Carson! We'll have so much fun together. For even more role-play fun, place the fire hose on my back to hear me talk about firefighter training! Hear more phrases by pressing my light-up windshield button. I'll also play sound effects and music while my face lights up. Roll me around to trigger role-play sound effects.
Is New 90 Day High Low • Feb 03New 90-day high: €7.05The company is up 23% from its price of €5.75 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Communications industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.74 per share.
お知らせ • Jan 22Vtech Holdings Limited (SEHK:303) signed an agreement to acquire Mexican Manufacturing Facility of QSC Audio Products, LLC.Vtech Holdings Limited (SEHK:303) signed an agreement to acquire Mexican Manufacturing Facility of QSC Audio Products, LLC on January 20, 2021. The transaction includes includes the fixed assets and business in manufacturing wood enclosure loudspeakers for the North American market. In addition to manufacturing QSC's range of wood enclosure loudspeakers, this acquisition will strengthen VTech Contract Manufacturing Services' (CMS) leading position as a manufacturer of professional audio equipment. It also brings new know-how and additional growth potential to VTech. The acquisition will be funded through internal resources. Transaction is subject to certain closing conditions in the agreement and transaction is expected to close in the second quarter of 2021 .
お知らせ • Jan 20VTech Holdings Limited to Launch Green Electronic Learning Products with Sustainability Pledge 2030VTech Holdings Limited announced that it will launch a variety of green electronic learning products in 2021, which marks an important step for its sustainability commitment towards replacing fossil based plastics with sustainable alternatives by 2030. VTech branded eco-friendly products include four new vehicles in the popular Go! Go! Smart Wheels® series made from plant-based plastic, and the Sort & Recycle Ride-on Truck™ made from reclaimed plastic. As for LeapFrog branded products, in addition to a new Choppin' Fun Learning Pot™ with vegetables accessories made from plant-based plastic, VTech will source materials from responsibly managed forests certified by Forest Stewardship Council® for two new wooden toys, Touch & Learn Nature ABC Board™ and Interactive Wooden Animal Puzzle™.
Is New 90 Day High Low • Jan 19New 90-day high: €6.80The company is up 23% from its price of €5.55 on 21 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Communications industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.23 per share.
Reported Earnings • Nov 28First half 2021 earnings released: EPS US$0.49The company reported a decent first half result with improved earnings, although revenues and profit margins were flat. First half 2021 results: Revenue: US$1.12b (flat on 1H 2020). Net income: US$123.6m (up 4.7% from 1H 2020). Profit margin: 11% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Nov 24Upcoming Dividend of US$0.17 Per ShareWill be paid on the 14th of December to those who are registered shareholders by the 1st of December. The trailing yield of 6.9% is in the top quartile of German dividend payers (3.6%), and it is higher than industry peers (1.4%).
Reported Earnings • Nov 13First half 2021 earnings released: EPS US$0.49The company reported a decent first half result with improved earnings, although revenues and profit margins were flat. First half 2021 results: Revenue: US$1.12b (flat on 1H 2020). Net income: US$123.6m (up 4.7% from 1H 2020). Profit margin: 11% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Nov 11New 90-day high: €6.55The company is up 41% from its price of €4.64 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.99 per share.
Is New 90 Day High Low • Oct 06New 90-day high: €5.45The company is up 5.0% from its price of €5.20 on 08 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.80 per share.