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33.4%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.すべての更新を表示Recent updatesBoard Change • May 20Less 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.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.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.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.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 • 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 65% 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.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.New Risk • Mar 28New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 27Full year 2023 earnings released: EPS: CN¥0.43 (vs CN¥0.32 in FY 2022)Full 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 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, 2024Buy 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.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$3.13, 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.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.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.Reported Earnings • Sep 18First half 2023 earnings released: EPS: CN¥0.12 (vs CN¥0.13 in 1H 2022)First half 2023 results: EPS: CN¥0.12 (down from CN¥0.13 in 1H 2022). Revenue: CN¥32.3b (up 33% from 1H 2022). Net income: CN¥302.0m (down 11% from 1H 2022). Profit margin: 0.9% (down from 1.4% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Consumer Durables industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Board Change • Sep 12Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. 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 following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.業績と収益の成長予測SHSC: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 ( 12.6% ) 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 ( 8.7% ) 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2026/05/23 02:08終値2026/05/22 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.
Board Change • May 20Less 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.
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.
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
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
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.
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.
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 • 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 65% 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.
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.
New Risk • Mar 28New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 27Full year 2023 earnings released: EPS: CN¥0.43 (vs CN¥0.32 in FY 2022)Full 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 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
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.
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$3.13, 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.
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.
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.
Reported Earnings • Sep 18First half 2023 earnings released: EPS: CN¥0.12 (vs CN¥0.13 in 1H 2022)First half 2023 results: EPS: CN¥0.12 (down from CN¥0.13 in 1H 2022). Revenue: CN¥32.3b (up 33% from 1H 2022). Net income: CN¥302.0m (down 11% from 1H 2022). Profit margin: 0.9% (down from 1.4% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Consumer Durables industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Board Change • Sep 12Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. 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 following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.