View ValuationSkyworth Group 将来の成長Future 基準チェック /36Skyworth Group利益と収益がそれぞれ年間40.5%と1.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に4.5% 42.7%なると予測されています。主要情報40.5%収益成長率42.71%EPS成長率Consumer Durables 収益成長28.5%収益成長率1.9%将来の株主資本利益率4.50%アナリストカバレッジLow最終更新日21 Jan 2026今後の成長に関する最新情報お知らせ • Jul 08Skyworth Group Limited Provides Earnings Guidance for the January 1, 2025 to June 30, 2025Skyworth Group Limited provided earnings guidance for the January 1, 2025 to June 30, 2025. For the period, the company expects net profit attributable to shareholders of the company of HKD 43,000,000 to HKD 63,000,000, decreased by: 76.35% - 65.35% as compared to the corresponding period last year. Net profit after non- recurring gain or loss Profit: HKD 37,000,000 - HKD 55,000,000, decreased by: 76.27% - 64.73% as compared to the corresponding period last year. Basic earnings per share Profit: HKD 0.0377 - HKD 0.0552.Major Estimate Revision • Sep 01Consensus EPS estimates fall by 56%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥72.9b to CN¥71.6b. EPS estimate also fell from CN¥0.678 per share to CN¥0.30 per share. Net income forecast to grow 62% next year vs 52% growth forecast for Consumer Durables industry in Hong Kong. Consensus price target down from HK$5.61 to HK$4.60. Share price fell 14% to HK$2.87 over the past week.お知らせ • Jan 20Skyworth Group Limited Provides Earnings Guidance for the Period from January 1, 2022 to December 31, 2022Skyworth Group Limited provided earnings guidance for the period from January 1, 2022 to December 31, 2022. For the period, the company expects Net profit attributable to the shareholders of the listed company to be in the range of RMB 730,000,000 - RMB 910,000,000. Basic earnings per share to be in the range of RMB 0.66 - RMB 0.83.Price Target Changed • Jan 16Price target increased to HK$5.48Up from HK$4.97, the current price target is an average from 3 analysts. New target price is 5.4% above last closing price of HK$5.20. Stock is down 5.1% over the past year. The company is forecast to post earnings per share of CN¥0.45 for next year compared to CN¥0.62 last year.Major Estimate Revision • Sep 02Consensus revenue estimates fall by 10%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥55.9b to CN¥50.1b. EPS estimate fell from CN¥0.57 to CN¥0.53 per share. Net income forecast to grow 0.4% next year vs 23% growth forecast for Consumer Durables industry in Hong Kong. Consensus price target down from HK$5.07 to HK$4.19. Share price fell 6.0% to HK$3.60 over the past week.Major Estimate Revision • Aug 06Consensus revenue estimates fall by 16%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥65.3b to CN¥54.9b. EPS estimate fell from CN¥0.67 to CN¥0.56 per share. Net income forecast to shrink 4.9% next year vs 13% growth forecast for Consumer Durables industry in Hong Kong . Consensus price target of HK$5.07 unchanged from last update. Share price fell 5.7% to HK$3.47 over the past week.すべての更新を表示Recent updatesお知らせ • Apr 21Skyworth Showcases Revolutionary Oled, Rgb, and Qd-Miniled Smart Tvs, Redefining Global Display TechnologySkyworth featured OLED, RGB, QD-MiniLED, QLED, and wallpaper TVs, covering every technological route. The ultra-large screen TVs, with their ultra-narrow bezels and immersive sound field, provided a truly cinematic viewing experience. Skyworth's wallpaper TVs, with their ultra-thin wall-mounted design, seamlessly blended into home environments, pushing the boundaries of technological aesthetics. Visitors were particularly impressed with the perfect fit between the products and the wall. Skyworth's self-developed AI image quality chip, the products achieved industry-leading standards in color reproduction, detail performance, and eye comfort, garnering praise from both domestic and international customers. With continuous technological innovation and a deep focus on global channels, Skyworth's TVs have maintained their global competitiveness and earned a place as one of the "Top 10 Chinese Home Appliance Brands Going Global." Additionally, new products featuring dual-screen interaction, eye health protection, and intelligent interaction were on display, perfectly addressing the high-end, personalized, and scenario-based needs of global consumers. This further solidified Skyworth's leadership in the global high-end display market.分析記事 • Apr 03Skyworth Group's (HKG:751) Shareholders Have More To Worry About Than Only Soft EarningsThe market wasn't impressed with the soft earnings from Skyworth Group Limited ( HKG:751 ) recently. We did some...New Risk • Mar 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).Reported Earnings • Mar 28Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: CN¥0.18 (down from CN¥0.25 in FY 2024). Revenue: CN¥70.3b (up 8.4% from FY 2024). Net income: CN¥356.0m (down 37% from FY 2024). Profit margin: 0.5% (down from 0.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) missed analyst estimates by 54%. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Consumer Durables industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Mar 27Skyworth Group Limited, Annual General Meeting, May 13, 2026Skyworth Group Limited, Annual General Meeting, May 13, 2026.お知らせ • Mar 16Skyworth Group Limited to Report Fiscal Year 2025 Results on Mar 27, 2026Skyworth Group Limited announced that they will report fiscal year 2025 results at 12:30 PM, China Standard Time on Mar 27, 2026Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 37%After last week's 37% share price gain to HK$7.09, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 33% over the past three years.New Risk • Jan 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 Hong Kong stocks, typically moving 13% 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: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Profit margins are more than 30% lower than last year (0.4% net profit margin).Board Change • Jan 21Less 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. Independent Non-Executive Director Kevin Sun was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Jan 02Investors Appear Satisfied With Skyworth Group Limited's (HKG:751) Prospects As Shares Rocket 34%Skyworth Group Limited ( HKG:751 ) shares have had a really impressive month, gaining 34% after a shaky period...Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 26%After last week's 26% share price gain to HK$5.18, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 9x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 30% over the past three years.分析記事 • Dec 23Investors Met With Slowing Returns on Capital At Skyworth Group (HKG:751)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...分析記事 • Oct 06Is It Time To Consider Buying Skyworth Group Limited (HKG:751)?While Skyworth Group Limited ( HKG:751 ) might not have the largest market cap around , it saw a significant share...分析記事 • Sep 17Why Skyworth Group's (HKG:751) Shaky Earnings Are Just The Beginning Of Its ProblemsThe subdued market reaction suggests that Skyworth Group Limited's ( HKG:751 ) recent earnings didn't contain any...分析記事 • Sep 15Why Investors Shouldn't Be Surprised By Skyworth Group Limited's (HKG:751) 31% Share Price SurgeThe Skyworth Group Limited ( HKG:751 ) share price has done very well over the last month, posting an excellent gain of...New Risk • Sep 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 11% 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: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Profit margins are more than 30% lower than last year (0.4% net profit margin).Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 35%After last week's 35% share price gain to HK$4.57, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 38% over the past three years.Reported Earnings • Aug 31First half 2025 earnings released: EPS: CN¥0.057 (vs CN¥0.16 in 1H 2024)First half 2025 results: EPS: CN¥0.057 (down from CN¥0.16 in 1H 2024). Revenue: CN¥36.2b (up 20% from 1H 2024). Net income: CN¥125.0m (down 67% from 1H 2024). Profit margin: 0.3% (down from 1.3% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.1% p.a. on average during the next 2 years, while revenues in the Consumer Durables industry in Hong Kong are expected to grow by 8.4%. Over the last 3 years on average, earnings per share has fallen by 22% 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.New Risk • Aug 30New major risk - Revenue and earnings growthEarnings have declined by 9.2% 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 Risk Earnings have declined by 9.2% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (0.9% net profit margin).お知らせ • Aug 15Skyworth Group Limited to Report First Half, 2025 Results on Aug 28, 2025Skyworth Group Limited announced that they will report first half, 2025 results on Aug 28, 2025分析記事 • Aug 01Skyworth Group Limited's (HKG:751) Shares Not Telling The Full StoryIt's not a stretch to say that Skyworth Group Limited's ( HKG:751 ) price-to-earnings (or "P/E") ratio of 11.5x right...お知らせ • Jul 08Skyworth Group Limited Provides Earnings Guidance for the January 1, 2025 to June 30, 2025Skyworth Group Limited provided earnings guidance for the January 1, 2025 to June 30, 2025. For the period, the company expects net profit attributable to shareholders of the company of HKD 43,000,000 to HKD 63,000,000, decreased by: 76.35% - 65.35% as compared to the corresponding period last year. Net profit after non- recurring gain or loss Profit: HKD 37,000,000 - HKD 55,000,000, decreased by: 76.27% - 64.73% as compared to the corresponding period last year. Basic earnings per share Profit: HKD 0.0377 - HKD 0.0552.分析記事 • Jun 23Here's Why Skyworth Group (HKG:751) Has A Meaningful Debt BurdenDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • May 16Here's Why Shareholders Should Examine Skyworth Group Limited's (HKG:751) CEO Compensation Package More CloselyKey Insights Skyworth Group's Annual General Meeting to take place on 23rd of May Total pay for CEO Chi Shi includes...Reported Earnings • Mar 28Full year 2024 earnings released: EPS: CN¥0.25 (vs CN¥0.43 in FY 2023)Full year 2024 results: EPS: CN¥0.25 (down from CN¥0.43 in FY 2023). Revenue: CN¥65.0b (down 5.6% from FY 2023). Net income: CN¥568.0m (down 47% from FY 2023). Profit margin: 0.9% (down from 1.6% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Mar 27Skyworth Group Limited, Annual General Meeting, May 23, 2025Skyworth Group Limited, Annual General Meeting, May 23, 2025.お知らせ • Mar 14Skyworth Group Limited to Report Fiscal Year 2024 Results on Mar 27, 2025Skyworth Group Limited announced that they will report fiscal year 2024 results on Mar 27, 2025お知らせ • Feb 03Skyworth Group Limited Appoints Wu Qinan as Executive DirectorThe board of directors of Skyworth Group Limited announced that Mr. Wu Qinan ("Mr. Wu") has been appointed as an executive Director of the Company with effect from 1 February 2025. Mr. Wu, aged 50, joined the Group since 2010. He is the vice president of Skyworth Group Co. Ltd. () ("Skyworth Group"), a company established in the People's Republic of China and an indirect wholly-owned subsidiary of the Company, and the general manager and a director of Skyworth Electric Co. Ltd. () ("Skyworth Electric"), a subsidiary of the Company. Apart from that, Mr. Wu is also a director of certain other subsidiaries of the Company. Mr. Wu has entered into an employment contract with Skyworth Electric for a term of 3 years commencing from 1 April 2022 to 31 March 2025, pursuant to which Mr. Wu is entitled to receive an annual salary of RMB2,000,000 and an annual bonus based on the performance of Skyworth Electric for acting as general manager and director of Skyworth Electric. Mr. Wu will continue to act as the vice president of Skyworth Group and the general manager and the director of Skyworth Electric. As advised by Mr. Wu, Mr. Wu graduated from University of Electronic Science and Technology of China with a bachelor degree in physics and electronic science and technology in 1995 and graduated from China Europe International Business School with a master degree in business administration in 2010. Mr. Wu works in the field of consumer electronics for over 20 years, and has extensive working experience in manufacturing management, product planning, marketing and business operations.お知らせ • Nov 26Skyworth Group Limited Announces Resignation of Liu Tangzhi as Executive Director and Vice Chairman, Effective 14 December 2024Skyworth Group Limited announced that Mr. Liu Tangzhi ("Mr. Liu") has tendered his resignation as an executive Director and the Vice Chairman of the Board of the Company with effect from 14 December 2024 as he has attained the age of retirement. Pursuant to Mr. Liu's director service agreement, his term of office would come to an end on 14 December 2024. Following the resignation, he will also cease to be the director of Skyworth Group Co. Ltd., a company established in the People's Republic of China (the "PRC") and an indirect wholly-owned subsidiary of the Company, and the director of Skyworth Digital Co. Ltd., a subsidiary of the Company established in the PRC and listed on the Shenzhen Stock Exchange and a director of certain subsidiaries of the Company with effect from 14 December 2024. Upon his retirement, Mr. Liu will cease to hold any positions in the Company.分析記事 • Nov 20Is Skyworth Group (HKG:751) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Nov 02New major risk - Revenue and earnings growthEarnings have declined by 1.1% 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 Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 1.1% per year over the past 5 years.Valuation Update With 7 Day Price Move • Oct 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$3.21, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 9x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 48% over the past three years.分析記事 • Oct 07Skyworth Group Limited's (HKG:751) Price Is Right But Growth Is Lacking After Shares Rocket 38%Skyworth Group Limited ( HKG:751 ) shareholders have had their patience rewarded with a 38% share price jump in the...Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to HK$3.52, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 78% over the past three years.Reported Earnings • Aug 28First half 2024 earnings released: EPS: CN¥0.16 (vs CN¥0.12 in 1H 2023)First half 2024 results: EPS: CN¥0.16 (up from CN¥0.12 in 1H 2023). Revenue: CN¥30.2b (down 6.5% from 1H 2023). Net income: CN¥384.0m (up 27% from 1H 2023). Profit margin: 1.3% (up from 0.9% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 9.5% growth forecast for the Consumer Durables industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Aug 14Skyworth Group Limited to Report First Half, 2024 Results on Aug 27, 2024Skyworth Group Limited announced that they will report first half, 2024 results on Aug 27, 2024Recent Insider Transactions • Jul 21CEO & Executive Director recently bought HK$3.0m worth of stockOn the 18th of July, Chi Shi bought around 1m shares on-market at roughly HK$2.94 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Chi has been a buyer over the last 12 months, purchasing a net total of HK$52m worth in shares.Recent Insider Transactions • Jul 14CEO & Executive Director recently bought HK$1.1m worth of stockOn the 10th of July, Chi Shi bought around 382k shares on-market at roughly HK$2.84 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Chi has been a buyer over the last 12 months, purchasing a net total of HK$47m worth in shares.分析記事 • Jun 08Is There Now An Opportunity In Skyworth Group Limited (HKG:751)?Skyworth Group Limited ( HKG:751 ), is not the largest company out there, but it saw a double-digit share price rise of...Upcoming Dividend • May 21Upcoming dividend of HK$0.05 per shareEligible shareholders must have bought the stock before 28 May 2024. Payment date: 13 June 2024. Trailing yield: 3.3%. Lower than top quartile of Hong Kong dividend payers (7.4%). Lower than average of industry peers (3.7%).お知らせ • Apr 20Skyworth Group Limited, Annual General Meeting, May 24, 2024Skyworth Group Limited, Annual General Meeting, May 24, 2024, at 10:00 China Standard Time. Location: 5/F, United Centre, 95 Queensway, Admiralty Hong Kong Agenda: To consider and receive and adopt the audited consolidated financial statements of the Company and the reports of the directors (the ``Directors'') and the auditors (the ``Auditors'') of the Company thereon for the year ended 31 December 2023; to consider and approve a final dividend for the year ended 31 December 2023; to consider and re-elect the Directors; to consider authorise the board of Directors (the ``Board'') to fix the remuneration of Directors; to consider and re-appoint Messrs. Deloitte Touche Tohmatsu as Auditors and to authorise the Board to fix their remuneration; and to consider other business matters.Reported Earnings • Mar 27Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: CN¥0.43 (up from CN¥0.32 in FY 2022). Revenue: CN¥69.0b (up 29% from FY 2022). Net income: CN¥1.07b (up 29% from FY 2022). Profit margin: 1.5% (in line with FY 2022). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 45%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Consumer Durables industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 13% 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 • Mar 26Skyworth Group Limited Proposes Final Dividend for the Year Ended 31 December 2023, Payable on 13 June 2024Skyworth Group Limited proposed final dividend of HKD 0.05 per share for the year ended 31 December 2023 at its shareholders' meeting to be held on 24 May 2024. Ex-dividend date: 28 May 2024. Record date: 03 June 2024. Payment date: 13 June 2024.お知らせ • Mar 14+ 1 more updateSkyworth Group Limited to Report Fiscal Year 2023 Results on Mar 26, 2024Skyworth Group Limited announced that they will report fiscal year 2023 results on Mar 26, 2024分析記事 • Mar 13Calculating The Fair Value Of Skyworth Group Limited (HKG:751)Key Insights Skyworth Group's estimated fair value is HK$3.37 based on 2 Stage Free Cash Flow to Equity Current share...Buy Or Sell Opportunity • Feb 28Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to HK$2.66. The fair value is estimated to be HK$3.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 252% in a year. Earnings are forecast to grow by 9.1% in the next year.分析記事 • Feb 21Skyworth Group (HKG:751) Shareholders Will Want The ROCE Trajectory To ContinueDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to HK$2.41, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 8.1% over the past three years.Buy Or Sell Opportunity • Jan 22Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to HK$2.41. The fair value is estimated to be HK$3.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 252% in a year. Earnings are forecast to grow by 9.1% in the next year.Recent Insider Transactions • Nov 08CEO & Executive Director recently bought HK$6.3m worth of stockOn the 2nd of November, Chi Shi bought around 2m shares on-market at roughly HK$2.88 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Chi has been a buyer over the last 12 months, purchasing a net total of HK$21m worth in shares.分析記事 • Nov 07Returns Are Gaining Momentum At Skyworth Group (HKG:751)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Oct 30Third quarter 2023 earnings releasedThird quarter 2023 results: Net income: CN¥145.8m (down 19% from 3Q 2022). Revenue is forecast to grow 63% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Consumer Durables industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Recent Insider Transactions • Oct 20CEO & Executive Director recently bought HK$2.1m worth of stockOn the 16th of October, Chi Shi bought around 696k shares on-market at roughly HK$3.05 per share. This transaction amounted to 5.6% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$4.3m. Chi has been a buyer over the last 12 months, purchasing a net total of HK$12m worth in shares.分析記事 • Oct 10Should You Investigate Skyworth Group Limited (HKG:751) At HK$3.10?While Skyworth Group Limited ( HKG:751 ) might not be the most widely known stock at the moment, it saw a double-digit...Recent Insider Transactions • Oct 10CEO & Executive Director recently bought HK$4.3m worth of stockOn the 6th of October, Chi Shi bought around 2m shares on-market at roughly HK$2.86 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Chi has been a buyer over the last 12 months, purchasing a net total of HK$7.9m worth in shares.分析記事 • Sep 06Does Skyworth Group (HKG:751) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Major Estimate Revision • Sep 01Consensus EPS estimates fall by 56%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥72.9b to CN¥71.6b. EPS estimate also fell from CN¥0.678 per share to CN¥0.30 per share. Net income forecast to grow 62% next year vs 52% growth forecast for Consumer Durables industry in Hong Kong. Consensus price target down from HK$5.61 to HK$4.60. Share price fell 14% to HK$2.87 over the past week.Upcoming Dividend • Aug 31Upcoming dividend of HK$0.03 per share at 1.0% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 22 September 2023. Trailing yield: 1.0%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (3.6%).Reported Earnings • Aug 26First half 2023 earnings released: EPS: CN¥0.12 (vs CN¥0.018 in 1H 2022)First half 2023 results: EPS: CN¥0.12 (up from CN¥0.018 in 1H 2022). Revenue: CN¥32.3b (up 33% from 1H 2022). Net income: CN¥302.0m (up CN¥255.0m from 1H 2022). Profit margin: 0.9% (up from 0.2% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Durables industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Aug 26Skyworth Group Limited Declares Interim (Semi-Annual) Dividend for the Six Months Ended 30 June 2023, Payable on 22 September 2023Skyworth Group Limited declared interim (semi-annual) dividend of HKD 0.03 per share for the six months ended 30 June 2023. Ex-dividend date: 7 September 2023. Record date: 13 September 2023. Payment date: 22 September 2023.お知らせ • Aug 15Skyworth Group Limited to Report First Half, 2023 Results on Aug 25, 2023Skyworth Group Limited announced that they will report first half, 2023 results on Aug 25, 2023分析記事 • Jul 25Skyworth Group (HKG:751) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...分析記事 • May 26At HK$3.75, Is Skyworth Group Limited (HKG:751) Worth Looking At Closely?Skyworth Group Limited ( HKG:751 ), is not the largest company out there, but it saw significant share price movement...分析記事 • Apr 25Is Skyworth Group (HKG:751) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$4.05, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 169% over the past three years.分析記事 • Mar 29We Like These Underlying Return On Capital Trends At Skyworth Group (HKG:751)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Mar 24Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.32 (down from CN¥0.62 in FY 2021). Revenue: CN¥53.5b (up 5.1% from FY 2021). Net income: CN¥827.0m (down 49% from FY 2021). Profit margin: 1.5% (down from 3.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Consumer Durables industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 21Is It Time To Consider Buying Skyworth Group Limited (HKG:751)?Skyworth Group Limited ( HKG:751 ), is not the largest company out there, but it saw a significant share price rise of...お知らせ • Jan 20Skyworth Group Limited Provides Earnings Guidance for the Period from January 1, 2022 to December 31, 2022Skyworth Group Limited provided earnings guidance for the period from January 1, 2022 to December 31, 2022. For the period, the company expects Net profit attributable to the shareholders of the listed company to be in the range of RMB 730,000,000 - RMB 910,000,000. Basic earnings per share to be in the range of RMB 0.66 - RMB 0.83.Price Target Changed • Jan 16Price target increased to HK$5.48Up from HK$4.97, the current price target is an average from 3 analysts. New target price is 5.4% above last closing price of HK$5.20. Stock is down 5.1% over the past year. The company is forecast to post earnings per share of CN¥0.45 for next year compared to CN¥0.62 last year.お知らせ • Jan 06SKYWORTH Brings S1, the World's First Outdoor Google TV, at CES 2023SKYWORTH brought many of its star products to CES 2023, including the S1 Outdoor TV, the W82 Transformable OLED TV, the Q52 Mini LED TV, the G3B QLED+ TV, and the Coolita OS smart TV system, all of which were well received by the media and attendees. Mini LED and OLED technology have attracted much attention from the industry since their introduction. Due to its high peak brightness and high contrast, Mini LED is gradually winning consumer recognition and promoting the upgrade of the TV product experience. After releasing the Q72, the first SKYWORTH Smart Mini LED TV built using COG glass-based technology in 2021, SKYWORTH officially unveiled the S1, the world's first outdoor Google TV, at this year's CES. The SKYWORTH S1 has a peak brightness of 3,000 nits and a 1,400+ Mini LED full-array backlight to achieve excellent dark field and highlight performance and support high-quality image rendering even under direct sunlight. The S1 also supports Dolby Vision and HDR10 and can automatically balance the brightness and color temperature of the screen in real time using its built-in ambient light sensor, ensuring a comfortable viewing experience throughout the day. Equipped with an 8-speaker audio configuration with a total power of 100W, the SKYWORTH S1 supports Dolby Atmos, which is combined with advanced audio processing technology, and ensures that ambient noise no longer affects the audiovisual experience. Any sound on the S1, whether it is elegant guqin or orchestral music, becomes "a feast for the ears." The S1 combines stunning images and dynamic sound quality with wide viewing angles and high-speed motion picture processing to create a cinema-like experience for viewers. Its all-metal body and industry-certified high-strength screen panel also provide excellent heat dissipation, water and dust resistance, and impact resistance, allowing the S1 to withstand changing outdoor environments. SKYWORTH also showcased Coolita OS, a smart TV system for overseas markets, at CES. The system has five core advantages, including an integrated system software platform, a global online free media library, local personalized functions, intelligent content recommendations, and cloud games. The product design of Coolita OS is lighter, faster, smoother, and more convenient to help users enjoy a wider range of content.分析記事 • Jan 05These 4 Measures Indicate That Skyworth Group (HKG:751) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to HK$3.84, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 79% over the past three years.分析記事 • Dec 20There's Been No Shortage Of Growth Recently For Skyworth Group's (HKG:751) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improved over the past weekAfter last week's 19% share price gain to HK$3.24, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 63% over the past three years.Board Change • Nov 16Less 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. Independent Non-Executive Director Clement Hung was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.069 (vs CN¥0.14 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.069 (down from CN¥0.14 in 3Q 2021). Revenue: CN¥14.2b (up 6.3% from 3Q 2021). Net income: CN¥179.0m (down 49% from 3Q 2021). Profit margin: 1.3% (down from 2.7% in 3Q 2021). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Durables industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 01Why Skyworth Group Limited (HKG:751) Could Be Worth WatchingSkyworth Group Limited ( HKG:751 ), is not the largest company out there, but it saw significant share price movement...分析記事 • Sep 15Returns On Capital Are Showing Encouraging Signs At Skyworth Group (HKG:751)There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Valuation Update With 7 Day Price Move • Sep 08Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to HK$3.29, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$2.66 per share.Major Estimate Revision • Sep 02Consensus revenue estimates fall by 10%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥55.9b to CN¥50.1b. EPS estimate fell from CN¥0.57 to CN¥0.53 per share. Net income forecast to grow 0.4% next year vs 23% growth forecast for Consumer Durables industry in Hong Kong. Consensus price target down from HK$5.07 to HK$4.19. Share price fell 6.0% to HK$3.60 over the past week.分析記事 • Sep 01Analysts Have Just Cut Their Skyworth Group Limited (HKG:751) Revenue Estimates By 10%Today is shaping up negative for Skyworth Group Limited ( HKG:751 ) shareholders, with the analysts delivering a...Upcoming Dividend • Sep 01Upcoming dividend of HK$0.03 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 26 September 2022. Trailing yield: 6.4%. Lower than top quartile of Hong Kong dividend payers (8.2%). Higher than average of industry peers (4.2%).Reported Earnings • Aug 28First half 2022 earnings released: EPS: CN¥0 (vs CN¥0.15 in 1H 2021)First half 2022 results: EPS: CN¥0 (down from CN¥0.15 in 1H 2021). Net income: CN¥339.0m (down 17% from 1H 2021).分析記事 • Aug 07Analysts Just Slashed Their Skyworth Group Limited (HKG:751) EPS NumbersOne thing we could say about the analysts on Skyworth Group Limited ( HKG:751 ) - they aren't optimistic, having just...Major Estimate Revision • Aug 06Consensus revenue estimates fall by 16%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥65.3b to CN¥54.9b. EPS estimate fell from CN¥0.67 to CN¥0.56 per share. Net income forecast to shrink 4.9% next year vs 13% growth forecast for Consumer Durables industry in Hong Kong . Consensus price target of HK$5.07 unchanged from last update. Share price fell 5.7% to HK$3.47 over the past week.分析記事 • Jul 26Here's Why We Think Skyworth Group (HKG:751) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Recent Insider Transactions • Jul 13Executive Vice Chairman of the Board recently sold HK$15m worth of stockOn the 8th of July, Tangzhi Liu sold around 3m shares on-market at roughly HK$4.36 per share. This was the largest sale by an insider in the last 3 months. Tangzhi has been a seller over the last 12 months, reducing personal holdings by HK$22m.分析記事 • Jul 12Are Skyworth Group Limited (HKG:751) Investors Paying Above The Intrinsic Value?Today we will run through one way of estimating the intrinsic value of Skyworth Group Limited ( HKG:751 ) by taking the...Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improved over the past weekAfter last week's 19% share price gain to HK$4.48, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 127% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$3.66 per share.分析記事 • Jun 16When Should You Buy Skyworth Group Limited (HKG:751)?While Skyworth Group Limited ( HKG:751 ) might not be the most widely known stock at the moment, it saw a double-digit...分析記事 • Jun 03Skyworth Group (HKG:751) Will Want To Turn Around Its Return TrendsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Upcoming Dividend • May 19Upcoming dividend of HK$0.23 per shareEligible shareholders must have bought the stock before 26 May 2022. Payment date: 13 June 2022. Trailing yield: 5.2%. Lower than top quartile of Hong Kong dividend payers (7.8%). Higher than average of industry peers (3.7%).Recent Insider Transactions Derivative • May 17Executive Vice Chairman of the Board exercised options to buy HK$42m worth of stock.On the 10th of May, Tangzhi Liu exercised options to buy 10m shares at a strike price of around HK$2.68, costing a total of HK$27m. Since December 2021, Tangzhi's direct individual holding has decreased from 9.88m shares to . Company insiders have collectively bought HK$59m more than they sold, via options and on-market transactions, in the last 12 months.分析記事 • Apr 29We Think Skyworth Group (HKG:751) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Board Change • Apr 27Less 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. 6 non-independent directors. Independent Non-Executive Director Clement Hung was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.業績と収益の成長予測SEHK:751 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202772,972918N/A1,909112/31/202669,204811N/A2,020112/31/202570,2133568632,258N/A9/30/202570,6143331,8793,227N/A6/30/202571,0143092,8944,195N/A3/31/202567,9584395791,845N/A12/31/202464,901568-1,736-506N/A9/30/2024108,7641,097-1,645712N/A6/30/202466,7331,151-2,318-738N/A3/31/202467,8131,110-806869N/A12/31/202368,8921,0697052,476N/A9/30/202322,6867571,3202,405N/A6/30/202361,4377901,6443,755N/A3/31/202357,4338092,2364,452N/A12/31/202253,4288272,8285,148N/A9/30/202253,3981,3892,4504,737N/A6/30/202252,6011,5642,4124,696N/A3/31/202251,7541,5998692,970N/A12/31/202150,9061,634-6741,244N/A9/30/202149,0081,658-1,298421N/A6/30/202146,6511,458-1,661-52N/A3/31/202143,3571,44971,543N/A12/31/202040,0631,4401,6743,137N/A9/30/202037,8127491,6432,746N/A6/30/202035,9749571241,222N/A3/31/202036,59285251,060N/A12/31/201937,210747-115898N/A12/31/201840,011560N/A-3,303N/A9/30/201838,877815N/A-3,174N/A6/30/201839,349633N/A-1,809N/A3/31/201839,089459N/A-470N/A12/31/201737,845347N/A314N/A9/30/201737,437240N/A1,123N/A6/30/201737,690691N/A1,118N/A3/31/201737,9631,161N/A1,113N/A12/31/201638,6291,543N/A1,341N/A9/30/201637,3481,837N/A1,495N/A6/30/201636,9001,845N/A1,254N/A3/31/201635,5261,806N/A988N/A12/31/201535,1432,238N/A1,202N/A9/30/201533,7982,603N/A1,380N/A6/30/201532,5292,520N/A2,192N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 751の予測収益成長率 (年間40.5% ) は 貯蓄率 ( 3% ) を上回っています。収益対市場: 751の収益 ( 40.5% ) はHong Kong市場 ( 12.8% ) よりも速いペースで成長すると予測されています。高成長収益: 751の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 751の収益 ( 1.9% ) Hong Kong市場 ( 8.9% ) よりも低い成長が予測されています。高い収益成長: 751の収益 ( 1.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 751の 自己資本利益率 は、3年後には低くなると予測されています ( 4.5 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance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2026/06/22 17:28終値2026/06/22 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このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Skyworth Group Limited 1 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。18 アナリスト機関Jones KuBarclaysWanping YehBarclaysRobin ChengBofA Global Research15 その他のアナリストを表示
お知らせ • Jul 08Skyworth Group Limited Provides Earnings Guidance for the January 1, 2025 to June 30, 2025Skyworth Group Limited provided earnings guidance for the January 1, 2025 to June 30, 2025. For the period, the company expects net profit attributable to shareholders of the company of HKD 43,000,000 to HKD 63,000,000, decreased by: 76.35% - 65.35% as compared to the corresponding period last year. Net profit after non- recurring gain or loss Profit: HKD 37,000,000 - HKD 55,000,000, decreased by: 76.27% - 64.73% as compared to the corresponding period last year. Basic earnings per share Profit: HKD 0.0377 - HKD 0.0552.
Major Estimate Revision • Sep 01Consensus EPS estimates fall by 56%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥72.9b to CN¥71.6b. EPS estimate also fell from CN¥0.678 per share to CN¥0.30 per share. Net income forecast to grow 62% next year vs 52% growth forecast for Consumer Durables industry in Hong Kong. Consensus price target down from HK$5.61 to HK$4.60. Share price fell 14% to HK$2.87 over the past week.
お知らせ • Jan 20Skyworth Group Limited Provides Earnings Guidance for the Period from January 1, 2022 to December 31, 2022Skyworth Group Limited provided earnings guidance for the period from January 1, 2022 to December 31, 2022. For the period, the company expects Net profit attributable to the shareholders of the listed company to be in the range of RMB 730,000,000 - RMB 910,000,000. Basic earnings per share to be in the range of RMB 0.66 - RMB 0.83.
Price Target Changed • Jan 16Price target increased to HK$5.48Up from HK$4.97, the current price target is an average from 3 analysts. New target price is 5.4% above last closing price of HK$5.20. Stock is down 5.1% over the past year. The company is forecast to post earnings per share of CN¥0.45 for next year compared to CN¥0.62 last year.
Major Estimate Revision • Sep 02Consensus revenue estimates fall by 10%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥55.9b to CN¥50.1b. EPS estimate fell from CN¥0.57 to CN¥0.53 per share. Net income forecast to grow 0.4% next year vs 23% growth forecast for Consumer Durables industry in Hong Kong. Consensus price target down from HK$5.07 to HK$4.19. Share price fell 6.0% to HK$3.60 over the past week.
Major Estimate Revision • Aug 06Consensus revenue estimates fall by 16%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥65.3b to CN¥54.9b. EPS estimate fell from CN¥0.67 to CN¥0.56 per share. Net income forecast to shrink 4.9% next year vs 13% growth forecast for Consumer Durables industry in Hong Kong . Consensus price target of HK$5.07 unchanged from last update. Share price fell 5.7% to HK$3.47 over the past week.
お知らせ • Apr 21Skyworth Showcases Revolutionary Oled, Rgb, and Qd-Miniled Smart Tvs, Redefining Global Display TechnologySkyworth featured OLED, RGB, QD-MiniLED, QLED, and wallpaper TVs, covering every technological route. The ultra-large screen TVs, with their ultra-narrow bezels and immersive sound field, provided a truly cinematic viewing experience. Skyworth's wallpaper TVs, with their ultra-thin wall-mounted design, seamlessly blended into home environments, pushing the boundaries of technological aesthetics. Visitors were particularly impressed with the perfect fit between the products and the wall. Skyworth's self-developed AI image quality chip, the products achieved industry-leading standards in color reproduction, detail performance, and eye comfort, garnering praise from both domestic and international customers. With continuous technological innovation and a deep focus on global channels, Skyworth's TVs have maintained their global competitiveness and earned a place as one of the "Top 10 Chinese Home Appliance Brands Going Global." Additionally, new products featuring dual-screen interaction, eye health protection, and intelligent interaction were on display, perfectly addressing the high-end, personalized, and scenario-based needs of global consumers. This further solidified Skyworth's leadership in the global high-end display market.
分析記事 • Apr 03Skyworth Group's (HKG:751) Shareholders Have More To Worry About Than Only Soft EarningsThe market wasn't impressed with the soft earnings from Skyworth Group Limited ( HKG:751 ) recently. We did some...
New Risk • Mar 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).
Reported Earnings • Mar 28Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: CN¥0.18 (down from CN¥0.25 in FY 2024). Revenue: CN¥70.3b (up 8.4% from FY 2024). Net income: CN¥356.0m (down 37% from FY 2024). Profit margin: 0.5% (down from 0.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) missed analyst estimates by 54%. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Consumer Durables industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Mar 27Skyworth Group Limited, Annual General Meeting, May 13, 2026Skyworth Group Limited, Annual General Meeting, May 13, 2026.
お知らせ • Mar 16Skyworth Group Limited to Report Fiscal Year 2025 Results on Mar 27, 2026Skyworth Group Limited announced that they will report fiscal year 2025 results at 12:30 PM, China Standard Time on Mar 27, 2026
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 37%After last week's 37% share price gain to HK$7.09, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 33% over the past three years.
New Risk • Jan 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 Hong Kong stocks, typically moving 13% 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: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Profit margins are more than 30% lower than last year (0.4% net profit margin).
Board Change • Jan 21Less 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. Independent Non-Executive Director Kevin Sun was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Jan 02Investors Appear Satisfied With Skyworth Group Limited's (HKG:751) Prospects As Shares Rocket 34%Skyworth Group Limited ( HKG:751 ) shares have had a really impressive month, gaining 34% after a shaky period...
Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 26%After last week's 26% share price gain to HK$5.18, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 9x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 30% over the past three years.
分析記事 • Dec 23Investors Met With Slowing Returns on Capital At Skyworth Group (HKG:751)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
分析記事 • Oct 06Is It Time To Consider Buying Skyworth Group Limited (HKG:751)?While Skyworth Group Limited ( HKG:751 ) might not have the largest market cap around , it saw a significant share...
分析記事 • Sep 17Why Skyworth Group's (HKG:751) Shaky Earnings Are Just The Beginning Of Its ProblemsThe subdued market reaction suggests that Skyworth Group Limited's ( HKG:751 ) recent earnings didn't contain any...
分析記事 • Sep 15Why Investors Shouldn't Be Surprised By Skyworth Group Limited's (HKG:751) 31% Share Price SurgeThe Skyworth Group Limited ( HKG:751 ) share price has done very well over the last month, posting an excellent gain of...
New Risk • Sep 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 11% 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: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Profit margins are more than 30% lower than last year (0.4% net profit margin).
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 35%After last week's 35% share price gain to HK$4.57, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 38% over the past three years.
Reported Earnings • Aug 31First half 2025 earnings released: EPS: CN¥0.057 (vs CN¥0.16 in 1H 2024)First half 2025 results: EPS: CN¥0.057 (down from CN¥0.16 in 1H 2024). Revenue: CN¥36.2b (up 20% from 1H 2024). Net income: CN¥125.0m (down 67% from 1H 2024). Profit margin: 0.3% (down from 1.3% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.1% p.a. on average during the next 2 years, while revenues in the Consumer Durables industry in Hong Kong are expected to grow by 8.4%. Over the last 3 years on average, earnings per share has fallen by 22% 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.
New Risk • Aug 30New major risk - Revenue and earnings growthEarnings have declined by 9.2% 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 Risk Earnings have declined by 9.2% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (0.9% net profit margin).
お知らせ • Aug 15Skyworth Group Limited to Report First Half, 2025 Results on Aug 28, 2025Skyworth Group Limited announced that they will report first half, 2025 results on Aug 28, 2025
分析記事 • Aug 01Skyworth Group Limited's (HKG:751) Shares Not Telling The Full StoryIt's not a stretch to say that Skyworth Group Limited's ( HKG:751 ) price-to-earnings (or "P/E") ratio of 11.5x right...
お知らせ • Jul 08Skyworth Group Limited Provides Earnings Guidance for the January 1, 2025 to June 30, 2025Skyworth Group Limited provided earnings guidance for the January 1, 2025 to June 30, 2025. For the period, the company expects net profit attributable to shareholders of the company of HKD 43,000,000 to HKD 63,000,000, decreased by: 76.35% - 65.35% as compared to the corresponding period last year. Net profit after non- recurring gain or loss Profit: HKD 37,000,000 - HKD 55,000,000, decreased by: 76.27% - 64.73% as compared to the corresponding period last year. Basic earnings per share Profit: HKD 0.0377 - HKD 0.0552.
分析記事 • Jun 23Here's Why Skyworth Group (HKG:751) Has A Meaningful Debt BurdenDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • May 16Here's Why Shareholders Should Examine Skyworth Group Limited's (HKG:751) CEO Compensation Package More CloselyKey Insights Skyworth Group's Annual General Meeting to take place on 23rd of May Total pay for CEO Chi Shi includes...
Reported Earnings • Mar 28Full year 2024 earnings released: EPS: CN¥0.25 (vs CN¥0.43 in FY 2023)Full year 2024 results: EPS: CN¥0.25 (down from CN¥0.43 in FY 2023). Revenue: CN¥65.0b (down 5.6% from FY 2023). Net income: CN¥568.0m (down 47% from FY 2023). Profit margin: 0.9% (down from 1.6% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 27Skyworth Group Limited, Annual General Meeting, May 23, 2025Skyworth Group Limited, Annual General Meeting, May 23, 2025.
お知らせ • Mar 14Skyworth Group Limited to Report Fiscal Year 2024 Results on Mar 27, 2025Skyworth Group Limited announced that they will report fiscal year 2024 results on Mar 27, 2025
お知らせ • Feb 03Skyworth Group Limited Appoints Wu Qinan as Executive DirectorThe board of directors of Skyworth Group Limited announced that Mr. Wu Qinan ("Mr. Wu") has been appointed as an executive Director of the Company with effect from 1 February 2025. Mr. Wu, aged 50, joined the Group since 2010. He is the vice president of Skyworth Group Co. Ltd. () ("Skyworth Group"), a company established in the People's Republic of China and an indirect wholly-owned subsidiary of the Company, and the general manager and a director of Skyworth Electric Co. Ltd. () ("Skyworth Electric"), a subsidiary of the Company. Apart from that, Mr. Wu is also a director of certain other subsidiaries of the Company. Mr. Wu has entered into an employment contract with Skyworth Electric for a term of 3 years commencing from 1 April 2022 to 31 March 2025, pursuant to which Mr. Wu is entitled to receive an annual salary of RMB2,000,000 and an annual bonus based on the performance of Skyworth Electric for acting as general manager and director of Skyworth Electric. Mr. Wu will continue to act as the vice president of Skyworth Group and the general manager and the director of Skyworth Electric. As advised by Mr. Wu, Mr. Wu graduated from University of Electronic Science and Technology of China with a bachelor degree in physics and electronic science and technology in 1995 and graduated from China Europe International Business School with a master degree in business administration in 2010. Mr. Wu works in the field of consumer electronics for over 20 years, and has extensive working experience in manufacturing management, product planning, marketing and business operations.
お知らせ • Nov 26Skyworth Group Limited Announces Resignation of Liu Tangzhi as Executive Director and Vice Chairman, Effective 14 December 2024Skyworth Group Limited announced that Mr. Liu Tangzhi ("Mr. Liu") has tendered his resignation as an executive Director and the Vice Chairman of the Board of the Company with effect from 14 December 2024 as he has attained the age of retirement. Pursuant to Mr. Liu's director service agreement, his term of office would come to an end on 14 December 2024. Following the resignation, he will also cease to be the director of Skyworth Group Co. Ltd., a company established in the People's Republic of China (the "PRC") and an indirect wholly-owned subsidiary of the Company, and the director of Skyworth Digital Co. Ltd., a subsidiary of the Company established in the PRC and listed on the Shenzhen Stock Exchange and a director of certain subsidiaries of the Company with effect from 14 December 2024. Upon his retirement, Mr. Liu will cease to hold any positions in the Company.
分析記事 • Nov 20Is Skyworth Group (HKG:751) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Nov 02New major risk - Revenue and earnings growthEarnings have declined by 1.1% 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 Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 1.1% per year over the past 5 years.
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$3.21, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 9x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 48% over the past three years.
分析記事 • Oct 07Skyworth Group Limited's (HKG:751) Price Is Right But Growth Is Lacking After Shares Rocket 38%Skyworth Group Limited ( HKG:751 ) shareholders have had their patience rewarded with a 38% share price jump in the...
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to HK$3.52, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 78% over the past three years.
Reported Earnings • Aug 28First half 2024 earnings released: EPS: CN¥0.16 (vs CN¥0.12 in 1H 2023)First half 2024 results: EPS: CN¥0.16 (up from CN¥0.12 in 1H 2023). Revenue: CN¥30.2b (down 6.5% from 1H 2023). Net income: CN¥384.0m (up 27% from 1H 2023). Profit margin: 1.3% (up from 0.9% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 9.5% growth forecast for the Consumer Durables industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Aug 14Skyworth Group Limited to Report First Half, 2024 Results on Aug 27, 2024Skyworth Group Limited announced that they will report first half, 2024 results on Aug 27, 2024
Recent Insider Transactions • Jul 21CEO & Executive Director recently bought HK$3.0m worth of stockOn the 18th of July, Chi Shi bought around 1m shares on-market at roughly HK$2.94 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Chi has been a buyer over the last 12 months, purchasing a net total of HK$52m worth in shares.
Recent Insider Transactions • Jul 14CEO & Executive Director recently bought HK$1.1m worth of stockOn the 10th of July, Chi Shi bought around 382k shares on-market at roughly HK$2.84 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Chi has been a buyer over the last 12 months, purchasing a net total of HK$47m worth in shares.
分析記事 • Jun 08Is There Now An Opportunity In Skyworth Group Limited (HKG:751)?Skyworth Group Limited ( HKG:751 ), is not the largest company out there, but it saw a double-digit share price rise of...
Upcoming Dividend • May 21Upcoming dividend of HK$0.05 per shareEligible shareholders must have bought the stock before 28 May 2024. Payment date: 13 June 2024. Trailing yield: 3.3%. Lower than top quartile of Hong Kong dividend payers (7.4%). Lower than average of industry peers (3.7%).
お知らせ • Apr 20Skyworth Group Limited, Annual General Meeting, May 24, 2024Skyworth Group Limited, Annual General Meeting, May 24, 2024, at 10:00 China Standard Time. Location: 5/F, United Centre, 95 Queensway, Admiralty Hong Kong Agenda: To consider and receive and adopt the audited consolidated financial statements of the Company and the reports of the directors (the ``Directors'') and the auditors (the ``Auditors'') of the Company thereon for the year ended 31 December 2023; to consider and approve a final dividend for the year ended 31 December 2023; to consider and re-elect the Directors; to consider authorise the board of Directors (the ``Board'') to fix the remuneration of Directors; to consider and re-appoint Messrs. Deloitte Touche Tohmatsu as Auditors and to authorise the Board to fix their remuneration; and to consider other business matters.
Reported Earnings • Mar 27Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: CN¥0.43 (up from CN¥0.32 in FY 2022). Revenue: CN¥69.0b (up 29% from FY 2022). Net income: CN¥1.07b (up 29% from FY 2022). Profit margin: 1.5% (in line with FY 2022). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 45%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Consumer Durables industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 13% 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 • Mar 26Skyworth Group Limited Proposes Final Dividend for the Year Ended 31 December 2023, Payable on 13 June 2024Skyworth Group Limited proposed final dividend of HKD 0.05 per share for the year ended 31 December 2023 at its shareholders' meeting to be held on 24 May 2024. Ex-dividend date: 28 May 2024. Record date: 03 June 2024. Payment date: 13 June 2024.
お知らせ • Mar 14+ 1 more updateSkyworth Group Limited to Report Fiscal Year 2023 Results on Mar 26, 2024Skyworth Group Limited announced that they will report fiscal year 2023 results on Mar 26, 2024
分析記事 • Mar 13Calculating The Fair Value Of Skyworth Group Limited (HKG:751)Key Insights Skyworth Group's estimated fair value is HK$3.37 based on 2 Stage Free Cash Flow to Equity Current share...
Buy Or Sell Opportunity • Feb 28Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to HK$2.66. The fair value is estimated to be HK$3.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 252% in a year. Earnings are forecast to grow by 9.1% in the next year.
分析記事 • Feb 21Skyworth Group (HKG:751) Shareholders Will Want The ROCE Trajectory To ContinueDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to HK$2.41, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 8.1% over the past three years.
Buy Or Sell Opportunity • Jan 22Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to HK$2.41. The fair value is estimated to be HK$3.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 252% in a year. Earnings are forecast to grow by 9.1% in the next year.
Recent Insider Transactions • Nov 08CEO & Executive Director recently bought HK$6.3m worth of stockOn the 2nd of November, Chi Shi bought around 2m shares on-market at roughly HK$2.88 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Chi has been a buyer over the last 12 months, purchasing a net total of HK$21m worth in shares.
分析記事 • Nov 07Returns Are Gaining Momentum At Skyworth Group (HKG:751)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Oct 30Third quarter 2023 earnings releasedThird quarter 2023 results: Net income: CN¥145.8m (down 19% from 3Q 2022). Revenue is forecast to grow 63% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Consumer Durables industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Oct 20CEO & Executive Director recently bought HK$2.1m worth of stockOn the 16th of October, Chi Shi bought around 696k shares on-market at roughly HK$3.05 per share. This transaction amounted to 5.6% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$4.3m. Chi has been a buyer over the last 12 months, purchasing a net total of HK$12m worth in shares.
分析記事 • Oct 10Should You Investigate Skyworth Group Limited (HKG:751) At HK$3.10?While Skyworth Group Limited ( HKG:751 ) might not be the most widely known stock at the moment, it saw a double-digit...
Recent Insider Transactions • Oct 10CEO & Executive Director recently bought HK$4.3m worth of stockOn the 6th of October, Chi Shi bought around 2m shares on-market at roughly HK$2.86 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Chi has been a buyer over the last 12 months, purchasing a net total of HK$7.9m worth in shares.
分析記事 • Sep 06Does Skyworth Group (HKG:751) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Major Estimate Revision • Sep 01Consensus EPS estimates fall by 56%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥72.9b to CN¥71.6b. EPS estimate also fell from CN¥0.678 per share to CN¥0.30 per share. Net income forecast to grow 62% next year vs 52% growth forecast for Consumer Durables industry in Hong Kong. Consensus price target down from HK$5.61 to HK$4.60. Share price fell 14% to HK$2.87 over the past week.
Upcoming Dividend • Aug 31Upcoming dividend of HK$0.03 per share at 1.0% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 22 September 2023. Trailing yield: 1.0%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (3.6%).
Reported Earnings • Aug 26First half 2023 earnings released: EPS: CN¥0.12 (vs CN¥0.018 in 1H 2022)First half 2023 results: EPS: CN¥0.12 (up from CN¥0.018 in 1H 2022). Revenue: CN¥32.3b (up 33% from 1H 2022). Net income: CN¥302.0m (up CN¥255.0m from 1H 2022). Profit margin: 0.9% (up from 0.2% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Durables industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Aug 26Skyworth Group Limited Declares Interim (Semi-Annual) Dividend for the Six Months Ended 30 June 2023, Payable on 22 September 2023Skyworth Group Limited declared interim (semi-annual) dividend of HKD 0.03 per share for the six months ended 30 June 2023. Ex-dividend date: 7 September 2023. Record date: 13 September 2023. Payment date: 22 September 2023.
お知らせ • Aug 15Skyworth Group Limited to Report First Half, 2023 Results on Aug 25, 2023Skyworth Group Limited announced that they will report first half, 2023 results on Aug 25, 2023
分析記事 • Jul 25Skyworth Group (HKG:751) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
分析記事 • May 26At HK$3.75, Is Skyworth Group Limited (HKG:751) Worth Looking At Closely?Skyworth Group Limited ( HKG:751 ), is not the largest company out there, but it saw significant share price movement...
分析記事 • Apr 25Is Skyworth Group (HKG:751) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$4.05, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 169% over the past three years.
分析記事 • Mar 29We Like These Underlying Return On Capital Trends At Skyworth Group (HKG:751)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Mar 24Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.32 (down from CN¥0.62 in FY 2021). Revenue: CN¥53.5b (up 5.1% from FY 2021). Net income: CN¥827.0m (down 49% from FY 2021). Profit margin: 1.5% (down from 3.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Consumer Durables industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 21Is It Time To Consider Buying Skyworth Group Limited (HKG:751)?Skyworth Group Limited ( HKG:751 ), is not the largest company out there, but it saw a significant share price rise of...
お知らせ • Jan 20Skyworth Group Limited Provides Earnings Guidance for the Period from January 1, 2022 to December 31, 2022Skyworth Group Limited provided earnings guidance for the period from January 1, 2022 to December 31, 2022. For the period, the company expects Net profit attributable to the shareholders of the listed company to be in the range of RMB 730,000,000 - RMB 910,000,000. Basic earnings per share to be in the range of RMB 0.66 - RMB 0.83.
Price Target Changed • Jan 16Price target increased to HK$5.48Up from HK$4.97, the current price target is an average from 3 analysts. New target price is 5.4% above last closing price of HK$5.20. Stock is down 5.1% over the past year. The company is forecast to post earnings per share of CN¥0.45 for next year compared to CN¥0.62 last year.
お知らせ • Jan 06SKYWORTH Brings S1, the World's First Outdoor Google TV, at CES 2023SKYWORTH brought many of its star products to CES 2023, including the S1 Outdoor TV, the W82 Transformable OLED TV, the Q52 Mini LED TV, the G3B QLED+ TV, and the Coolita OS smart TV system, all of which were well received by the media and attendees. Mini LED and OLED technology have attracted much attention from the industry since their introduction. Due to its high peak brightness and high contrast, Mini LED is gradually winning consumer recognition and promoting the upgrade of the TV product experience. After releasing the Q72, the first SKYWORTH Smart Mini LED TV built using COG glass-based technology in 2021, SKYWORTH officially unveiled the S1, the world's first outdoor Google TV, at this year's CES. The SKYWORTH S1 has a peak brightness of 3,000 nits and a 1,400+ Mini LED full-array backlight to achieve excellent dark field and highlight performance and support high-quality image rendering even under direct sunlight. The S1 also supports Dolby Vision and HDR10 and can automatically balance the brightness and color temperature of the screen in real time using its built-in ambient light sensor, ensuring a comfortable viewing experience throughout the day. Equipped with an 8-speaker audio configuration with a total power of 100W, the SKYWORTH S1 supports Dolby Atmos, which is combined with advanced audio processing technology, and ensures that ambient noise no longer affects the audiovisual experience. Any sound on the S1, whether it is elegant guqin or orchestral music, becomes "a feast for the ears." The S1 combines stunning images and dynamic sound quality with wide viewing angles and high-speed motion picture processing to create a cinema-like experience for viewers. Its all-metal body and industry-certified high-strength screen panel also provide excellent heat dissipation, water and dust resistance, and impact resistance, allowing the S1 to withstand changing outdoor environments. SKYWORTH also showcased Coolita OS, a smart TV system for overseas markets, at CES. The system has five core advantages, including an integrated system software platform, a global online free media library, local personalized functions, intelligent content recommendations, and cloud games. The product design of Coolita OS is lighter, faster, smoother, and more convenient to help users enjoy a wider range of content.
分析記事 • Jan 05These 4 Measures Indicate That Skyworth Group (HKG:751) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to HK$3.84, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 79% over the past three years.
分析記事 • Dec 20There's Been No Shortage Of Growth Recently For Skyworth Group's (HKG:751) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improved over the past weekAfter last week's 19% share price gain to HK$3.24, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 63% over the past three years.
Board Change • Nov 16Less 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. Independent Non-Executive Director Clement Hung was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.069 (vs CN¥0.14 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.069 (down from CN¥0.14 in 3Q 2021). Revenue: CN¥14.2b (up 6.3% from 3Q 2021). Net income: CN¥179.0m (down 49% from 3Q 2021). Profit margin: 1.3% (down from 2.7% in 3Q 2021). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Durables industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 01Why Skyworth Group Limited (HKG:751) Could Be Worth WatchingSkyworth Group Limited ( HKG:751 ), is not the largest company out there, but it saw significant share price movement...
分析記事 • Sep 15Returns On Capital Are Showing Encouraging Signs At Skyworth Group (HKG:751)There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to HK$3.29, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$2.66 per share.
Major Estimate Revision • Sep 02Consensus revenue estimates fall by 10%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥55.9b to CN¥50.1b. EPS estimate fell from CN¥0.57 to CN¥0.53 per share. Net income forecast to grow 0.4% next year vs 23% growth forecast for Consumer Durables industry in Hong Kong. Consensus price target down from HK$5.07 to HK$4.19. Share price fell 6.0% to HK$3.60 over the past week.
分析記事 • Sep 01Analysts Have Just Cut Their Skyworth Group Limited (HKG:751) Revenue Estimates By 10%Today is shaping up negative for Skyworth Group Limited ( HKG:751 ) shareholders, with the analysts delivering a...
Upcoming Dividend • Sep 01Upcoming dividend of HK$0.03 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 26 September 2022. Trailing yield: 6.4%. Lower than top quartile of Hong Kong dividend payers (8.2%). Higher than average of industry peers (4.2%).
Reported Earnings • Aug 28First half 2022 earnings released: EPS: CN¥0 (vs CN¥0.15 in 1H 2021)First half 2022 results: EPS: CN¥0 (down from CN¥0.15 in 1H 2021). Net income: CN¥339.0m (down 17% from 1H 2021).
分析記事 • Aug 07Analysts Just Slashed Their Skyworth Group Limited (HKG:751) EPS NumbersOne thing we could say about the analysts on Skyworth Group Limited ( HKG:751 ) - they aren't optimistic, having just...
Major Estimate Revision • Aug 06Consensus revenue estimates fall by 16%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥65.3b to CN¥54.9b. EPS estimate fell from CN¥0.67 to CN¥0.56 per share. Net income forecast to shrink 4.9% next year vs 13% growth forecast for Consumer Durables industry in Hong Kong . Consensus price target of HK$5.07 unchanged from last update. Share price fell 5.7% to HK$3.47 over the past week.
分析記事 • Jul 26Here's Why We Think Skyworth Group (HKG:751) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Recent Insider Transactions • Jul 13Executive Vice Chairman of the Board recently sold HK$15m worth of stockOn the 8th of July, Tangzhi Liu sold around 3m shares on-market at roughly HK$4.36 per share. This was the largest sale by an insider in the last 3 months. Tangzhi has been a seller over the last 12 months, reducing personal holdings by HK$22m.
分析記事 • Jul 12Are Skyworth Group Limited (HKG:751) Investors Paying Above The Intrinsic Value?Today we will run through one way of estimating the intrinsic value of Skyworth Group Limited ( HKG:751 ) by taking the...
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improved over the past weekAfter last week's 19% share price gain to HK$4.48, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Consumer Durables industry in Hong Kong. Total returns to shareholders of 127% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$3.66 per share.
分析記事 • Jun 16When Should You Buy Skyworth Group Limited (HKG:751)?While Skyworth Group Limited ( HKG:751 ) might not be the most widely known stock at the moment, it saw a double-digit...
分析記事 • Jun 03Skyworth Group (HKG:751) Will Want To Turn Around Its Return TrendsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Upcoming Dividend • May 19Upcoming dividend of HK$0.23 per shareEligible shareholders must have bought the stock before 26 May 2022. Payment date: 13 June 2022. Trailing yield: 5.2%. Lower than top quartile of Hong Kong dividend payers (7.8%). Higher than average of industry peers (3.7%).
Recent Insider Transactions Derivative • May 17Executive Vice Chairman of the Board exercised options to buy HK$42m worth of stock.On the 10th of May, Tangzhi Liu exercised options to buy 10m shares at a strike price of around HK$2.68, costing a total of HK$27m. Since December 2021, Tangzhi's direct individual holding has decreased from 9.88m shares to . Company insiders have collectively bought HK$59m more than they sold, via options and on-market transactions, in the last 12 months.
分析記事 • Apr 29We Think Skyworth Group (HKG:751) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Board Change • Apr 27Less 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. 6 non-independent directors. Independent Non-Executive Director Clement Hung was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.