View ValuationKingboard Holdings 将来の成長Future 基準チェック /16 Kingboard Holdingsは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Electronic 収益成長20.8%収益成長率15.5%将来の株主資本利益率9.80%アナリストカバレッジLow最終更新日08 May 2026今後の成長に関する最新情報お知らせ • Feb 20Kingboard Holdings Limited Provides Unaudited Earnings Guidance for the Year Ended 31 December 2023Kingboard Holdings Limited provided unaudited earnings guidance for the year ended December 31, 2023. For the period, the Group is expecting to record a net profit of not less than HKD 2.02 billion for the year ended 31 December 2023, representing a decrease in net profit of not more than 45% as compared with the corresponding period in 2022. The expected decrease in the net profits of the Group for the year ended 31 December 2023 is primarily attributable to (1) the decrease in unit selling price in the market of the laminates products and chemicals products of the Group, (2) the allowance for credit loss of a loan to Country Garden Holdings Limited made by the Group, and (3) the allowance for impairment loss for the unsold residential properties in Eastern China held by the Group.お知らせ • Jan 10Kingboard Holdings Limited Provides Earnings Guidance for the Year Ended 31 December 2022Kingboard Holdings Limited provided earnings guidance for the year ended 31 December 2022. The Group is expecting to record a net profit of approximately HKD 3.9 billion to HKD 4.5 billion for the year ended 31 December 2022, a decrease in net profit of approximately 58% to 64% as compared with the corresponding period in 2021. The expected decrease in the net profits of the Group for the year ended 31 December 2022 is primarily attributable to the decrease in both unit selling price and quantity of the laminates products, and the drop from high level in unit selling price of chemicals products manufactured and sold by the Group, and the allowance for credit loss of bonds investments held by the Group.すべての更新を表示Recent updatesDeclared Dividend • May 20Final dividend of HK$1.51 announcedShareholders will receive a dividend of HK$1.51. Ex-date: 11th June 2026 Payment date: 8th July 2026 Dividend yield will be 4.0%, which is lower than the industry average of 4.2%. Sustainability & Growth Dividend is covered by earnings (45% earnings payout ratio) but not covered by cash flows (289% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 50% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.4% EPS decline seen over the last 5 years.Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Non-Executive Director Liyin Xu was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Mar 16Kingboard Holdings Limited, Annual General Meeting, May 26, 2026Kingboard Holdings Limited, Annual General Meeting, May 26, 2026.お知らせ • Feb 24Kingboard Holdings Limited to Report Fiscal Year 2025 Results on Mar 16, 2026Kingboard Holdings Limited announced that they will report fiscal year 2025 results on Mar 16, 2026お知らせ • Oct 20Kingboard Holdings Limited Announces Resignation of Chen Maosheng as an Executive Director with Effect from 17 October 2025Kingboard Holdings Limited announced that Mr. Chen Maosheng, an Executive Director, has resigned from his directorship with effect from 17 October 2025 as he would like to devote more time to his other commitments. As at the date of this announcement, the Board of the Company consists of Messrs. Cheung Kwok Wing, Chang Wing Yiu, Cheung Kwong Kwan, Ho Yin Sang, Mr. Cheung Ka Shing, Ms. Ho Kin Fan and Mr. Chen Maosheng, being the executive directors and Messrs. Cheung Ming Man, Chong Kin Ki, Chan Wing Kee and Stanley Chung Wai Cheong, being the independent non-executive directors.お知らせ • Jul 25Kingboard Holdings Limited to Report First Half, 2025 Results on Aug 25, 2025Kingboard Holdings Limited announced that they will report first half, 2025 results on Aug 25, 2025お知らせ • Mar 24+ 2 more updatesKingboard Holdings Limited, Annual General Meeting, May 26, 2025Kingboard Holdings Limited, Annual General Meeting, May 26, 2025.お知らせ • Feb 05Kingboard Holdings Limited to Report Fiscal Year 2024 Results on Mar 24, 2025Kingboard Holdings Limited announced that they will report fiscal year 2024 results on Mar 24, 2025Recent Insider Transactions • Nov 13Co-Founder & Executive Chairman recently bought HK$8.5m worth of stockOn the 7th of November, Kwok Wing Cheung bought around 428k shares on-market at roughly HK$19.75 per share. This transaction amounted to 4.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$53m worth in shares.Recent Insider Transactions • Oct 30Co-Founder & Executive Chairman recently bought HK$970k worth of stockOn the 25th of October, Kwok Wing Cheung bought around 50k shares on-market at roughly HK$19.40 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$4.8m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$44m worth in shares.Recent Insider Transactions • Oct 22Co-Founder & Executive Chairman recently bought HK$1.9m worth of stockOn the 18th of October, Kwok Wing Cheung bought around 100k shares on-market at roughly HK$18.69 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$4.8m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$43m worth in shares.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$19.50, the stock trades at a trailing P/E ratio of 9.9x. Average forward P/E is 11x in the Electronic industry in Hong Kong. Total loss to shareholders of 34% over the past three years.Recent Insider Transactions • Oct 05Co-Founder & Executive Chairman recently bought HK$1.0m worth of stockOn the 2nd of October, Kwok Wing Cheung bought around 50k shares on-market at roughly HK$20.60 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$4.8m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$45m worth in shares.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$18.74, the stock trades at a trailing P/E ratio of 9.5x. Average forward P/E is 9x in the Electronic industry in Hong Kong. Total loss to shareholders of 36% over the past three years.Recent Insider Transactions • Sep 11Co-Founder & Executive Chairman recently bought HK$937k worth of stockOn the 9th of September, Kwok Wing Cheung bought around 63k shares on-market at roughly HK$14.88 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$53m worth in shares.Declared Dividend • Aug 28First half dividend of HK$0.40 announcedShareholders will receive a dividend of HK$0.40. Ex-date: 13th December 2024 Payment date: 8th January 2025 Dividend yield will be 4.8%, which is higher than the industry average of 4.2%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 57% to shift the payout ratio to a potentially unsustainable range, which is more than the 8.8% EPS decline seen over the last 5 years.Reported Earnings • Aug 27First half 2024 earnings released: EPS: HK$1.36 (vs HK$1.25 in 1H 2023)First half 2024 results: EPS: HK$1.36 (up from HK$1.25 in 1H 2023). Revenue: HK$20.4b (up 9.1% from 1H 2023). Net income: HK$1.51b (up 8.4% from 1H 2023). Profit margin: 7.4% (in line with 1H 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.お知らせ • Aug 26Kingboard Holdings Limited Announces Interim Cash Dividend for the Six Months Ended June 30, 2024, Payable on 08 January 2025Kingboard Holdings Limited announced cash interim dividend of HKD 0.4 per share for the six months ended June 30, 2024. Ex-dividend date is 13 December 2024. Record date is 18 December 2024. Payment date is 08 January 2025.お知らせ • Aug 02Kingboard Holdings Limited to Report First Half, 2024 Results on Aug 26, 2024Kingboard Holdings Limited announced that they will report first half, 2024 results on Aug 26, 2024Buy Or Sell Opportunity • Jun 13Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to HK$18.86. The fair value is estimated to be HK$15.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Earnings per share has declined by 37%.Recent Insider Transactions • Jun 11Co-Founder & Executive Chairman recently bought HK$995k worth of stockOn the 5th of June, Kwok Wing Cheung bought around 51k shares on-market at roughly HK$19.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$5.1m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$76m worth in shares.Upcoming Dividend • Jun 05Upcoming dividend of HK$0.36 per shareEligible shareholders must have bought the stock before 12 June 2024. Payment date: 05 July 2024. Payout ratio is a comfortable 28% and the cash payout ratio is 90%. Trailing yield: 2.7%. Lower than top quartile of Hong Kong dividend payers (7.6%). Lower than average of industry peers (3.1%).Buy Or Sell Opportunity • May 06Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to HK$19.92. The fair value is estimated to be HK$15.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Earnings per share has declined by 37%.Valuation Update With 7 Day Price Move • Apr 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$17.28, the stock trades at a trailing P/E ratio of 9.3x. Average forward P/E is 10x in the Electronic industry in Hong Kong. Total loss to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$15.33 per share.Reported Earnings • Apr 20Full year 2023 earnings released: EPS: HK$1.86 (vs HK$3.30 in FY 2022)Full year 2023 results: EPS: HK$1.86 (down from HK$3.30 in FY 2022). Revenue: HK$39.7b (down 20% from FY 2022). Net income: HK$2.06b (down 44% from FY 2022). Profit margin: 5.2% (down from 7.4% in FY 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Apr 11Co-Founder & Executive Chairman recently bought HK$1.8m worth of stockOn the 8th of April, Kwok Wing Cheung bought around 113k shares on-market at roughly HK$15.66 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$2.6m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$63m worth in shares.Recent Insider Transactions • Mar 22Co-Founder & Executive Chairman recently bought HK$2.6m worth of stockOn the 20th of March, Kwok Wing Cheung bought around 150k shares on-market at roughly HK$17.11 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$59m worth in shares.お知らせ • Mar 20Kingboard Holdings Limited, Annual General Meeting, May 27, 2024Kingboard Holdings Limited, Annual General Meeting, May 27, 2024. Agenda: To consider the final dividend of HK36 cents per share.Declared Dividend • Mar 20Final dividend of HK$0.36 announcedShareholders will receive a dividend of HK$0.36. Ex-date: 12th June 2024 Payment date: 5th July 2024 Dividend yield will be 6.5%, which is higher than the industry average of 4.2%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 69% to shift the payout ratio to a potentially unsustainable range, which is more than the 20% EPS decline seen over the last 5 years.Reported Earnings • Mar 19Full year 2023 earnings released: EPS: HK$1.86 (vs HK$3.30 in FY 2022)Full year 2023 results: EPS: HK$1.86 (down from HK$3.30 in FY 2022). Revenue: HK$39.7b (down 20% from FY 2022). Net income: HK$2.06b (down 44% from FY 2022). Profit margin: 5.2% (down from 7.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.お知らせ • Feb 27Kingboard Holdings Limited to Report Fiscal Year 2023 Results on Mar 18, 2024Kingboard Holdings Limited announced that they will report fiscal year 2023 results on Mar 18, 2024お知らせ • Feb 20Kingboard Holdings Limited Provides Unaudited Earnings Guidance for the Year Ended 31 December 2023Kingboard Holdings Limited provided unaudited earnings guidance for the year ended December 31, 2023. For the period, the Group is expecting to record a net profit of not less than HKD 2.02 billion for the year ended 31 December 2023, representing a decrease in net profit of not more than 45% as compared with the corresponding period in 2022. The expected decrease in the net profits of the Group for the year ended 31 December 2023 is primarily attributable to (1) the decrease in unit selling price in the market of the laminates products and chemicals products of the Group, (2) the allowance for credit loss of a loan to Country Garden Holdings Limited made by the Group, and (3) the allowance for impairment loss for the unsold residential properties in Eastern China held by the Group.Recent Insider Transactions • Dec 30Co-Founder & Executive Chairman recently bought HK$1.8m worth of stockOn the 27th of December, Kwok Wing Cheung bought around 100k shares on-market at roughly HK$18.34 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$4.2m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$56m worth in shares.Recent Insider Transactions • Dec 09Co-Founder & Executive Chairman recently bought HK$1.8m worth of stockOn the 6th of December, Kwok Wing Cheung bought around 100k shares on-market at roughly HK$18.30 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$5.6m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$56m worth in shares.Upcoming Dividend • Dec 05Upcoming dividend of HK$0.66 per share at 5.0% yieldEligible shareholders must have bought the stock before 12 December 2023. Payment date: 05 January 2024. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 5.0%. Lower than top quartile of Hong Kong dividend payers (8.5%). Higher than average of industry peers (3.6%).Recent Insider Transactions • Nov 16Co-Founder & Executive Chairman recently bought HK$1.8m worth of stockOn the 10th of November, Kwok Wing Cheung bought around 100k shares on-market at roughly HK$18.42 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$5.6m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$54m worth in shares.Recent Insider Transactions • Oct 06Co-Founder & Executive Chairman recently bought HK$2.4m worth of stockOn the 3rd of October, Kwok Wing Cheung bought around 144k shares on-market at roughly HK$16.73 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$5.6m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$46m worth in shares.Recent Insider Transactions • Sep 02Co-Founder & Executive Chairman recently bought HK$2.6m worth of stockOn the 29th of August, Kwok Wing Cheung bought around 150k shares on-market at roughly HK$17.62 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$5.5m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$16m worth in shares.お知らせ • Aug 29+ 1 more updateKingboard Holdings Limited Announces Special Interim Dividend for the Six Months Ended 30 June 2023, Payable on 05 January 2024Kingboard Holdings Limited announced special interim dividend of HKD 0.5 per share for the six months ended June 30, 2023. Ex-dividend date is 12 December 2023. Record date is 15 December 2023. Payment date is 05 January 2024.Reported Earnings • Aug 29First half 2023 earnings released: EPS: HK$1.25 (vs HK$2.17 in 1H 2022)First half 2023 results: EPS: HK$1.25 (down from HK$2.17 in 1H 2022). Revenue: HK$18.7b (down 33% from 1H 2022). Net income: HK$1.39b (down 42% from 1H 2022). Profit margin: 7.4% (down from 8.7% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 04Kingboard Holdings Limited to Report First Half, 2023 Results on Aug 28, 2023Kingboard Holdings Limited announced that they will report first half, 2023 results on Aug 28, 2023New Risk • Jul 10New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: HK$22m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.4% net profit margin). Significant insider selling over the past 3 months (HK$22m sold).Recent Insider Transactions • Jul 08Co-Founder & Executive Chairman recently bought HK$836k worth of stockOn the 5th of July, Kwok Wing Cheung bought around 38k shares on-market at roughly HK$22.28 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$5.5m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$13m worth in shares.Recent Insider Transactions • Jul 01Co-Founder & Executive Chairman recently bought HK$5.5m worth of stockOn the 27th of June, Kwok Wing Cheung bought around 268k shares on-market at roughly HK$20.58 per share. This transaction amounted to 5.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$12m worth in shares.Recent Insider Transactions • Jun 13Co-Founder & Executive Chairman recently bought HK$877k worth of stockOn the 7th of June, Kwok Wing Cheung bought around 40k shares on-market at roughly HK$21.93 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$1.4m. Despite this recent buy, Kwok Wing has been a net seller over the last 12 months, reducing personal holdings by HK$15m.Upcoming Dividend • Jun 07Upcoming dividend of HK$0.75 per share at 4.8% yieldEligible shareholders must have bought the stock before 14 June 2023. Payment date: 07 July 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (3.4%).Recent Insider Transactions • Jun 02Co-Founder & Executive Chairman recently bought HK$644k worth of stockOn the 31st of May, Kwok Wing Cheung bought around 30k shares on-market at roughly HK$21.45 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$1.4m. Despite this recent buy, Kwok Wing has been a net seller over the last 12 months, reducing personal holdings by HK$16m.Recent Insider Transactions • May 16Co-Founder & Executive Chairman recently bought HK$1.4m worth of stockOn the 12th of May, Kwok Wing Cheung bought around 60k shares on-market at roughly HK$23.17 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Kwok Wing has been a net seller over the last 12 months, reducing personal holdings by HK$17m.Recent Insider Transactions • Apr 12Co-Founder & Executive Chairman recently bought HK$1.2m worth of stockOn the 6th of April, Kwok Wing Cheung bought around 50k shares on-market at roughly HK$23.30 per share. This transaction amounted to 1.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Kwok Wing has been a net seller over the last 12 months, reducing personal holdings by HK$17m.Reported Earnings • Mar 28Full year 2022 earnings released: EPS: HK$3.30 (vs HK$9.73 in FY 2021)Full year 2022 results: EPS: HK$3.30 (down from HK$9.73 in FY 2021). Revenue: HK$49.4b (down 13% from FY 2021). Net income: HK$3.66b (down 66% from FY 2021). Profit margin: 7.4% (down from 19% in FY 2021). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 10Kingboard Holdings Limited Provides Earnings Guidance for the Year Ended 31 December 2022Kingboard Holdings Limited provided earnings guidance for the year ended 31 December 2022. The Group is expecting to record a net profit of approximately HKD 3.9 billion to HKD 4.5 billion for the year ended 31 December 2022, a decrease in net profit of approximately 58% to 64% as compared with the corresponding period in 2021. The expected decrease in the net profits of the Group for the year ended 31 December 2022 is primarily attributable to the decrease in both unit selling price and quantity of the laminates products, and the drop from high level in unit selling price of chemicals products manufactured and sold by the Group, and the allowance for credit loss of bonds investments held by the Group.Upcoming Dividend • Nov 29Upcoming dividend of HK$0.30 per shareEligible shareholders must have bought the stock before 06 December 2022. Payment date: 06 January 2023. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 12%. Within top quartile of Hong Kong dividend payers (9.0%). Higher than average of industry peers (6.0%).Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Non-Executive Director Stanley Chung 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 • Aug 30First half 2022 earnings released: EPS: HK$2.17 (vs HK$4.57 in 1H 2021)First half 2022 results: EPS: HK$2.17 (down from HK$4.57 in 1H 2021). Revenue: HK$27.8b (up 4.2% from 1H 2021). Net income: HK$2.41b (down 52% from 1H 2021). Profit margin: 8.7% (down from 19% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 4.7% compared to a 7.6% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Jun 25Co-Founder & Executive Chairman recently sold HK$7.5m worth of stockOn the 16th of June, Kwok Wing Cheung sold around 221k shares on-market at roughly HK$34.00 per share. This was the largest sale by an insider in the last 3 months. Despite the recent sale, Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$50m worth of shares.Recent Insider Transactions • Jun 22Co-Founder & Executive Chairman recently sold HK$7.5m worth of stockOn the 16th of June, Kwok Wing Cheung sold around 221k shares on-market at roughly HK$34.00 per share. This was the largest sale by an insider in the last 3 months. Despite the recent sale, Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$50m worth of shares.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to HK$31.80, the stock trades at a trailing P/E ratio of 3.3x. Average forward P/E is 7x in the Electronic industry in Hong Kong. Total returns to shareholders of 93% over the past three years.Upcoming Dividend • Jun 08Upcoming dividend of HK$2.44 per shareEligible shareholders must have bought the stock before 15 June 2022. Payment date: 08 July 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 7.8%. Within top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (4.8%).Recent Insider Transactions • May 05Co-Founder & Executive Chairman recently bought HK$674k worth of stockOn the 3rd of May, Kwok Wing Cheung bought around 19k shares on-market at roughly HK$35.45 per share. In the last 3 months, there was an even bigger purchase from another insider worth HK$8.2m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$56m worth in shares.Recent Insider Transactions • Apr 27Board Member recently bought HK$3.7m worth of stockOn the 19th of April, Yin Sang Ho bought around 100k shares on-market at roughly HK$36.67 per share. In the last 3 months, they made an even bigger purchase worth HK$8.2m. Despite this recent purchase, insiders have collectively sold HK$118m more in shares than they bought in the last 12 months.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Non-Executive Director Stanley Chung 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.Recent Insider Transactions • Mar 24Board Member recently bought HK$8.2m worth of stockOn the 18th of March, Yin Sang Ho bought around 218k shares on-market at roughly HK$37.83 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold HK$257m more in shares than they bought in the last 12 months.Recent Insider Transactions • Jan 08Chief Executive recently bought HK$982k worth of stockOn the 6th of January, Wing Yiu Chang bought around 27k shares on-market at roughly HK$36.38 per share. In the last 3 months, there was an even bigger purchase from another insider worth HK$34m. Wing Yiu has been a buyer over the last 12 months, purchasing a net total of HK$11m worth in shares.Recent Insider Transactions • Dec 09Co-Founder & Executive Chairman recently bought HK$3.9m worth of stockOn the 6th of December, Kwok Wing Cheung bought around 100k shares on-market at roughly HK$38.50 per share. In the last 3 months, there was an even bigger purchase from another insider worth HK$34m. Despite this recent buy, Kwok Wing has been a net seller over the last 12 months, reducing personal holdings by HK$66m.Upcoming Dividend • Nov 30Upcoming dividend of HK$0.56 per shareEligible shareholders must have bought the stock before 07 December 2021. Payment date: 07 January 2022. Trailing yield: 6.5%. Lower than top quartile of Hong Kong dividend payers (7.1%). Higher than average of industry peers (3.0%).Recent Insider Transactions • Nov 27Co-Founder & Executive Chairman recently bought HK$418k worth of stockOn the 25th of November, Kwok Wing Cheung bought around 10k shares on-market at roughly HK$41.75 per share. In the last 3 months, there was an even bigger purchase from another insider worth HK$34m. Despite this recent buy, Kwok Wing has been a net seller over the last 12 months, reducing personal holdings by HK$64m.Recent Insider Transactions • Oct 29Co-Founder & Executive Chairman recently bought HK$3.4m worth of stockOn the 27th of October, Kwok Wing Cheung bought around 100k shares on-market at roughly HK$34.26 per share. In the last 3 months, they made an even bigger purchase worth HK$8.7m. Despite this recent buy, Kwok Wing has been a net seller over the last 12 months, reducing personal holdings by HK$74m.Executive Departure • Oct 06Executive Director Wai Lin Cheung has left the companyOn the 1st of October, Wai Lin Cheung's tenure as Executive Director ended after 14.7 years in the role. As of June 2021, Wai Lin still personally held 694.00k shares (HK$30m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 10.75 years.Recent Insider Transactions • Sep 22Co-Founder & Executive Chairman recently bought HK$3.5m worth of stockOn the 20th of September, Kwok Wing Cheung bought around 100k shares on-market at roughly HK$34.80 per share. In the last 3 months, they made an even bigger purchase worth HK$8.7m. Despite this recent buy, Kwok Wing has been a net seller over the last 12 months, reducing personal holdings by HK$82m.Recent Insider Transactions • Sep 03Co-Founder & Executive Chairman recently bought HK$1.5m worth of stockOn the 31st of August, Kwok Wing Cheung bought around 40k shares on-market at roughly HK$37.90 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Kwok Wing has been a net seller over the last 12 months, reducing personal holdings by HK$101m.Reported Earnings • Sep 02First half 2021 earnings released: EPS HK$4.57 (vs HK$0.96 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: HK$26.7b (up 34% from 1H 2020). Net income: HK$5.06b (up 378% from 1H 2020). Profit margin: 19% (up from 5.3% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Recent Insider Transactions • Jul 28Independent Non-Executive Director recently bought HK$405k worth of stockOn the 26th of July, Kin Ki Chong bought around 10k shares on-market at roughly HK$40.50 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold HK$314m more in shares than they bought in the last 12 months.Recent Insider Transactions • Jul 20Board Member recently sold HK$8.8m worth of stockOn the 15th of July, Yin Sang Ho sold around 200k shares on-market at roughly HK$44.00 per share. In the last 3 months, they made an even bigger sale worth HK$28m. Insiders have been net sellers, collectively disposing of HK$315m more than they bought in the last 12 months.Recent Insider Transactions • Jul 01Board Member recently sold HK$28m worth of stockOn the 24th of June, Yin Sang Ho sold around 627k shares on-market at roughly HK$44.65 per share. In the last 3 months, there was an even bigger sale from another insider worth HK$54m. Insiders have been net sellers, collectively disposing of HK$250m more than they bought in the last 12 months.Recent Insider Transactions • Jun 11Board Member recently sold HK$17m worth of stockOn the 8th of June, Yin Sang Ho sold around 385k shares on-market at roughly HK$43.70 per share. In the last 3 months, there was an even bigger sale from another insider worth HK$54m. Insiders have been net sellers, collectively disposing of HK$180m more than they bought in the last 12 months.Recent Insider Transactions • May 29Board Member recently sold HK$21m worth of stockOn the 27th of May, Yin Sang Ho sold around 500k shares on-market at roughly HK$42.75 per share. In the last 3 months, there was an even bigger sale from another insider worth HK$54m. Insiders have been net sellers, collectively disposing of HK$142m more than they bought in the last 12 months.Upcoming Dividend • May 19Upcoming dividend of HK$2.00 per shareEligible shareholders must have bought the stock before 26 May 2021. Payment date: 11 June 2021. Trailing yield: 5.1%. Lower than top quartile of Hong Kong dividend payers (5.9%). Higher than average of industry peers (4.2%).Recent Insider Transactions • May 12Independent Non-Executive Director recently sold HK$917k worth of stockOn the 7th of May, Kin Ki Chong sold around 20k shares on-market at roughly HK$45.85 per share. In the last 3 months, there was an even bigger sale from another insider worth HK$54m. Insiders have been net sellers, collectively disposing of HK$88m more than they bought in the last 12 months.Recent Insider Transactions • Apr 28Board Member recently bought HK$8.4m worth of stockOn the 23rd of April, Yin Sang Ho bought around 200k shares on-market at roughly HK$42.25 per share. In the last 3 months, they made an even bigger purchase worth HK$19m. Despite this recent purchase, insiders have collectively sold HK$84m more in shares than they bought in the last 12 months.Reported Earnings • Apr 21Full year 2020 earnings released: EPS HK$4.26 (vs HK$2.85 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: HK$43.5b (up 5.7% from FY 2019). Net income: HK$4.70b (up 52% from FY 2019). Profit margin: 11% (up from 7.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Recent Insider Transactions • Apr 11Independent Non-Executive Director recently sold HK$1.8m worth of stockOn the 7th of April, Kin Ki Chong sold around 40k shares on-market at roughly HK$44.07 per share. In the last 3 months, there was an even bigger sale from another insider worth HK$12m. Despite this recent sale, insiders have collectively bought HK$30m more than they sold in the last 12 months.Recent Insider Transactions • Mar 25Board Member recently bought HK$19m worth of stockOn the 22nd of March, Yin Sang Ho bought around 500k shares on-market at roughly HK$37.60 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought HK$59m more in shares than they have sold in the last 12 months.Reported Earnings • Mar 23Full year 2020 earnings released: EPS HK$4.26 (vs HK$2.85 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: HK$43.5b (up 5.7% from FY 2019). Net income: HK$4.70b (up 52% from FY 2019). Profit margin: 11% (up from 7.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 17New 90-day high: HK$36.60The company is up 31% from its price of HK$27.95 on 19 November 2020. The Hong Kong market is up 17% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 33% over the same period.Is New 90 Day High Low • Dec 28New 90-day high: HK$30.85The company is up 21% from its price of HK$25.50 on 30 September 2020. The Hong Kong market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 15% over the same period.Recent Insider Transactions • Dec 03Co-Founder & Executive Chairman recently bought HK$1.5m worth of stockOn the 30th of November, Kwok Wing Cheung bought around 52k shares on-market at roughly HK$29.50 per share. In the last 3 months, they made an even bigger purchase worth HK$5.4m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$59m worth in shares.Is New 90 Day High Low • Nov 24New 90-day high: HK$29.60The company is up 29% from its price of HK$23.00 on 26 August 2020. The Hong Kong market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 10.0% over the same period.Recent Insider Transactions • Nov 20Co-Founder & Executive Chairman recently bought HK$5.4m worth of stockOn the 18th of November, Kwok Wing Cheung bought around 200k shares on-market at roughly HK$26.79 per share. This was the largest purchase by an insider in the last 3 months. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$41m worth in shares.Recent Insider Transactions • Oct 23Executive Director recently sold HK$2.1m worth of stockOn the 21st of October, Wai Lin Cheung sold around 78k shares on-market at roughly HK$27.18 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of HK$74m more than they bought in the last 12 months.Recent Insider Transactions • Sep 18Co-Founder & Executive Chairman recently bought HK$852k worth of stockOn the 17th of September, Kwok Wing Cheung bought around 30k shares on-market at roughly HK$28.41 per share. In the last 3 months, they made an even bigger purchase worth HK$4.7m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$31m worth in shares.業績と収益の成長予測SHSC:148 - アナリストの将来予測と過去の財務データ ( )HKD 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12/31/202873,757N/AN/A10,297212/31/202767,489N/AN/A9,950212/31/202658,060N/AN/A9,078212/31/202545,3754,4021,0054,739N/A9/30/202544,8313,5531,8085,712N/A6/30/202544,2862,7052,6126,685N/A3/31/202543,6902,1682,1506,224N/A12/31/202443,0931,6301,6885,762N/A9/30/202442,2511,9057894,836N/A6/30/202441,4082,180-1103,910N/A3/31/202440,5602,1225914,610N/A12/31/202339,7122,0631,2915,311N/A9/30/202339,9902,3492,2096,741N/A6/30/202340,2682,6353,1278,171N/A3/31/202344,8223,1454,3349,378N/A12/31/202249,3763,6555,54210,585N/A9/30/202253,6295,8915,62810,036N/A6/30/202257,8828,1265,7159,487N/A3/31/202257,3199,4525,7219,494N/A12/31/202156,75510,7785,7289,500N/A9/30/202153,5219,7426,9089,604N/A6/30/202150,2868,7058,0899,707N/A3/31/202146,8986,7047,9859,604N/A12/31/202043,5104,7037,8819,500N/A9/30/202043,1753,7075,6297,791N/A6/30/202042,8402,7123,3766,081N/A3/31/202042,0002,9033,9816,686N/A12/31/201941,1613,0944,5857,291N/A9/30/201941,5833,221N/AN/AN/A6/30/201942,0043,348N/A7,520N/A3/31/201943,9994,712N/A5,484N/A12/31/201845,9946,076N/A3,448N/A9/30/201846,4686,829N/AN/AN/A6/30/201846,9427,582N/A-394N/A3/31/201845,1576,588N/A-50N/A12/31/201743,3715,593N/A294N/A9/30/201739,7735,647N/A3,623N/A6/30/201736,1755,701N/A6,951N/A3/31/201736,0035,364N/A9,032N/A12/31/201635,8305,027N/A11,113N/A9/30/201635,2323,650N/A9,526N/A6/30/201634,6342,273N/A7,939N/A3/31/201633,7111,962N/A5,246N/A12/31/201532,7881,650N/A2,554N/A9/30/201533,8051,830N/A1,585N/A6/30/201534,8232,010N/A616N/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: 148の予測収益成長が 貯蓄率 ( 3% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 148の収益がHong Kong市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 148の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 148の収益 ( 15.5% ) Hong Kong市場 ( 8.7% ) よりも速いペースで成長すると予測されています。高い収益成長: 148の収益 ( 15.5% ) 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: 148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 ( 9.8 %)。成長企業の発掘7D1Y7D1Y7D1YTech 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 17:23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Kingboard Holdings Limited 2 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。12 アナリスト機関Joon-Ho LeeBofA Global ResearchLinxiao SunCitic Securities Co., Ltd.Mingxin SunCitic Securities Co., Ltd.9 その他のアナリストを表示
お知らせ • Feb 20Kingboard Holdings Limited Provides Unaudited Earnings Guidance for the Year Ended 31 December 2023Kingboard Holdings Limited provided unaudited earnings guidance for the year ended December 31, 2023. For the period, the Group is expecting to record a net profit of not less than HKD 2.02 billion for the year ended 31 December 2023, representing a decrease in net profit of not more than 45% as compared with the corresponding period in 2022. The expected decrease in the net profits of the Group for the year ended 31 December 2023 is primarily attributable to (1) the decrease in unit selling price in the market of the laminates products and chemicals products of the Group, (2) the allowance for credit loss of a loan to Country Garden Holdings Limited made by the Group, and (3) the allowance for impairment loss for the unsold residential properties in Eastern China held by the Group.
お知らせ • Jan 10Kingboard Holdings Limited Provides Earnings Guidance for the Year Ended 31 December 2022Kingboard Holdings Limited provided earnings guidance for the year ended 31 December 2022. The Group is expecting to record a net profit of approximately HKD 3.9 billion to HKD 4.5 billion for the year ended 31 December 2022, a decrease in net profit of approximately 58% to 64% as compared with the corresponding period in 2021. The expected decrease in the net profits of the Group for the year ended 31 December 2022 is primarily attributable to the decrease in both unit selling price and quantity of the laminates products, and the drop from high level in unit selling price of chemicals products manufactured and sold by the Group, and the allowance for credit loss of bonds investments held by the Group.
Declared Dividend • May 20Final dividend of HK$1.51 announcedShareholders will receive a dividend of HK$1.51. Ex-date: 11th June 2026 Payment date: 8th July 2026 Dividend yield will be 4.0%, which is lower than the industry average of 4.2%. Sustainability & Growth Dividend is covered by earnings (45% earnings payout ratio) but not covered by cash flows (289% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 50% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.4% EPS decline seen over the last 5 years.
Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Non-Executive Director Liyin Xu was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Mar 16Kingboard Holdings Limited, Annual General Meeting, May 26, 2026Kingboard Holdings Limited, Annual General Meeting, May 26, 2026.
お知らせ • Feb 24Kingboard Holdings Limited to Report Fiscal Year 2025 Results on Mar 16, 2026Kingboard Holdings Limited announced that they will report fiscal year 2025 results on Mar 16, 2026
お知らせ • Oct 20Kingboard Holdings Limited Announces Resignation of Chen Maosheng as an Executive Director with Effect from 17 October 2025Kingboard Holdings Limited announced that Mr. Chen Maosheng, an Executive Director, has resigned from his directorship with effect from 17 October 2025 as he would like to devote more time to his other commitments. As at the date of this announcement, the Board of the Company consists of Messrs. Cheung Kwok Wing, Chang Wing Yiu, Cheung Kwong Kwan, Ho Yin Sang, Mr. Cheung Ka Shing, Ms. Ho Kin Fan and Mr. Chen Maosheng, being the executive directors and Messrs. Cheung Ming Man, Chong Kin Ki, Chan Wing Kee and Stanley Chung Wai Cheong, being the independent non-executive directors.
お知らせ • Jul 25Kingboard Holdings Limited to Report First Half, 2025 Results on Aug 25, 2025Kingboard Holdings Limited announced that they will report first half, 2025 results on Aug 25, 2025
お知らせ • Mar 24+ 2 more updatesKingboard Holdings Limited, Annual General Meeting, May 26, 2025Kingboard Holdings Limited, Annual General Meeting, May 26, 2025.
お知らせ • Feb 05Kingboard Holdings Limited to Report Fiscal Year 2024 Results on Mar 24, 2025Kingboard Holdings Limited announced that they will report fiscal year 2024 results on Mar 24, 2025
Recent Insider Transactions • Nov 13Co-Founder & Executive Chairman recently bought HK$8.5m worth of stockOn the 7th of November, Kwok Wing Cheung bought around 428k shares on-market at roughly HK$19.75 per share. This transaction amounted to 4.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$53m worth in shares.
Recent Insider Transactions • Oct 30Co-Founder & Executive Chairman recently bought HK$970k worth of stockOn the 25th of October, Kwok Wing Cheung bought around 50k shares on-market at roughly HK$19.40 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$4.8m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$44m worth in shares.
Recent Insider Transactions • Oct 22Co-Founder & Executive Chairman recently bought HK$1.9m worth of stockOn the 18th of October, Kwok Wing Cheung bought around 100k shares on-market at roughly HK$18.69 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$4.8m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$43m worth in shares.
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$19.50, the stock trades at a trailing P/E ratio of 9.9x. Average forward P/E is 11x in the Electronic industry in Hong Kong. Total loss to shareholders of 34% over the past three years.
Recent Insider Transactions • Oct 05Co-Founder & Executive Chairman recently bought HK$1.0m worth of stockOn the 2nd of October, Kwok Wing Cheung bought around 50k shares on-market at roughly HK$20.60 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$4.8m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$45m worth in shares.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$18.74, the stock trades at a trailing P/E ratio of 9.5x. Average forward P/E is 9x in the Electronic industry in Hong Kong. Total loss to shareholders of 36% over the past three years.
Recent Insider Transactions • Sep 11Co-Founder & Executive Chairman recently bought HK$937k worth of stockOn the 9th of September, Kwok Wing Cheung bought around 63k shares on-market at roughly HK$14.88 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$53m worth in shares.
Declared Dividend • Aug 28First half dividend of HK$0.40 announcedShareholders will receive a dividend of HK$0.40. Ex-date: 13th December 2024 Payment date: 8th January 2025 Dividend yield will be 4.8%, which is higher than the industry average of 4.2%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 57% to shift the payout ratio to a potentially unsustainable range, which is more than the 8.8% EPS decline seen over the last 5 years.
Reported Earnings • Aug 27First half 2024 earnings released: EPS: HK$1.36 (vs HK$1.25 in 1H 2023)First half 2024 results: EPS: HK$1.36 (up from HK$1.25 in 1H 2023). Revenue: HK$20.4b (up 9.1% from 1H 2023). Net income: HK$1.51b (up 8.4% from 1H 2023). Profit margin: 7.4% (in line with 1H 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 26Kingboard Holdings Limited Announces Interim Cash Dividend for the Six Months Ended June 30, 2024, Payable on 08 January 2025Kingboard Holdings Limited announced cash interim dividend of HKD 0.4 per share for the six months ended June 30, 2024. Ex-dividend date is 13 December 2024. Record date is 18 December 2024. Payment date is 08 January 2025.
お知らせ • Aug 02Kingboard Holdings Limited to Report First Half, 2024 Results on Aug 26, 2024Kingboard Holdings Limited announced that they will report first half, 2024 results on Aug 26, 2024
Buy Or Sell Opportunity • Jun 13Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to HK$18.86. The fair value is estimated to be HK$15.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Earnings per share has declined by 37%.
Recent Insider Transactions • Jun 11Co-Founder & Executive Chairman recently bought HK$995k worth of stockOn the 5th of June, Kwok Wing Cheung bought around 51k shares on-market at roughly HK$19.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$5.1m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$76m worth in shares.
Upcoming Dividend • Jun 05Upcoming dividend of HK$0.36 per shareEligible shareholders must have bought the stock before 12 June 2024. Payment date: 05 July 2024. Payout ratio is a comfortable 28% and the cash payout ratio is 90%. Trailing yield: 2.7%. Lower than top quartile of Hong Kong dividend payers (7.6%). Lower than average of industry peers (3.1%).
Buy Or Sell Opportunity • May 06Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to HK$19.92. The fair value is estimated to be HK$15.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Earnings per share has declined by 37%.
Valuation Update With 7 Day Price Move • Apr 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$17.28, the stock trades at a trailing P/E ratio of 9.3x. Average forward P/E is 10x in the Electronic industry in Hong Kong. Total loss to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$15.33 per share.
Reported Earnings • Apr 20Full year 2023 earnings released: EPS: HK$1.86 (vs HK$3.30 in FY 2022)Full year 2023 results: EPS: HK$1.86 (down from HK$3.30 in FY 2022). Revenue: HK$39.7b (down 20% from FY 2022). Net income: HK$2.06b (down 44% from FY 2022). Profit margin: 5.2% (down from 7.4% in FY 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Apr 11Co-Founder & Executive Chairman recently bought HK$1.8m worth of stockOn the 8th of April, Kwok Wing Cheung bought around 113k shares on-market at roughly HK$15.66 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$2.6m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$63m worth in shares.
Recent Insider Transactions • Mar 22Co-Founder & Executive Chairman recently bought HK$2.6m worth of stockOn the 20th of March, Kwok Wing Cheung bought around 150k shares on-market at roughly HK$17.11 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$59m worth in shares.
お知らせ • Mar 20Kingboard Holdings Limited, Annual General Meeting, May 27, 2024Kingboard Holdings Limited, Annual General Meeting, May 27, 2024. Agenda: To consider the final dividend of HK36 cents per share.
Declared Dividend • Mar 20Final dividend of HK$0.36 announcedShareholders will receive a dividend of HK$0.36. Ex-date: 12th June 2024 Payment date: 5th July 2024 Dividend yield will be 6.5%, which is higher than the industry average of 4.2%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 69% to shift the payout ratio to a potentially unsustainable range, which is more than the 20% EPS decline seen over the last 5 years.
Reported Earnings • Mar 19Full year 2023 earnings released: EPS: HK$1.86 (vs HK$3.30 in FY 2022)Full year 2023 results: EPS: HK$1.86 (down from HK$3.30 in FY 2022). Revenue: HK$39.7b (down 20% from FY 2022). Net income: HK$2.06b (down 44% from FY 2022). Profit margin: 5.2% (down from 7.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 27Kingboard Holdings Limited to Report Fiscal Year 2023 Results on Mar 18, 2024Kingboard Holdings Limited announced that they will report fiscal year 2023 results on Mar 18, 2024
お知らせ • Feb 20Kingboard Holdings Limited Provides Unaudited Earnings Guidance for the Year Ended 31 December 2023Kingboard Holdings Limited provided unaudited earnings guidance for the year ended December 31, 2023. For the period, the Group is expecting to record a net profit of not less than HKD 2.02 billion for the year ended 31 December 2023, representing a decrease in net profit of not more than 45% as compared with the corresponding period in 2022. The expected decrease in the net profits of the Group for the year ended 31 December 2023 is primarily attributable to (1) the decrease in unit selling price in the market of the laminates products and chemicals products of the Group, (2) the allowance for credit loss of a loan to Country Garden Holdings Limited made by the Group, and (3) the allowance for impairment loss for the unsold residential properties in Eastern China held by the Group.
Recent Insider Transactions • Dec 30Co-Founder & Executive Chairman recently bought HK$1.8m worth of stockOn the 27th of December, Kwok Wing Cheung bought around 100k shares on-market at roughly HK$18.34 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$4.2m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$56m worth in shares.
Recent Insider Transactions • Dec 09Co-Founder & Executive Chairman recently bought HK$1.8m worth of stockOn the 6th of December, Kwok Wing Cheung bought around 100k shares on-market at roughly HK$18.30 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$5.6m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$56m worth in shares.
Upcoming Dividend • Dec 05Upcoming dividend of HK$0.66 per share at 5.0% yieldEligible shareholders must have bought the stock before 12 December 2023. Payment date: 05 January 2024. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 5.0%. Lower than top quartile of Hong Kong dividend payers (8.5%). Higher than average of industry peers (3.6%).
Recent Insider Transactions • Nov 16Co-Founder & Executive Chairman recently bought HK$1.8m worth of stockOn the 10th of November, Kwok Wing Cheung bought around 100k shares on-market at roughly HK$18.42 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$5.6m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$54m worth in shares.
Recent Insider Transactions • Oct 06Co-Founder & Executive Chairman recently bought HK$2.4m worth of stockOn the 3rd of October, Kwok Wing Cheung bought around 144k shares on-market at roughly HK$16.73 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$5.6m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$46m worth in shares.
Recent Insider Transactions • Sep 02Co-Founder & Executive Chairman recently bought HK$2.6m worth of stockOn the 29th of August, Kwok Wing Cheung bought around 150k shares on-market at roughly HK$17.62 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$5.5m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$16m worth in shares.
お知らせ • Aug 29+ 1 more updateKingboard Holdings Limited Announces Special Interim Dividend for the Six Months Ended 30 June 2023, Payable on 05 January 2024Kingboard Holdings Limited announced special interim dividend of HKD 0.5 per share for the six months ended June 30, 2023. Ex-dividend date is 12 December 2023. Record date is 15 December 2023. Payment date is 05 January 2024.
Reported Earnings • Aug 29First half 2023 earnings released: EPS: HK$1.25 (vs HK$2.17 in 1H 2022)First half 2023 results: EPS: HK$1.25 (down from HK$2.17 in 1H 2022). Revenue: HK$18.7b (down 33% from 1H 2022). Net income: HK$1.39b (down 42% from 1H 2022). Profit margin: 7.4% (down from 8.7% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 04Kingboard Holdings Limited to Report First Half, 2023 Results on Aug 28, 2023Kingboard Holdings Limited announced that they will report first half, 2023 results on Aug 28, 2023
New Risk • Jul 10New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: HK$22m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.4% net profit margin). Significant insider selling over the past 3 months (HK$22m sold).
Recent Insider Transactions • Jul 08Co-Founder & Executive Chairman recently bought HK$836k worth of stockOn the 5th of July, Kwok Wing Cheung bought around 38k shares on-market at roughly HK$22.28 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$5.5m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$13m worth in shares.
Recent Insider Transactions • Jul 01Co-Founder & Executive Chairman recently bought HK$5.5m worth of stockOn the 27th of June, Kwok Wing Cheung bought around 268k shares on-market at roughly HK$20.58 per share. This transaction amounted to 5.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$12m worth in shares.
Recent Insider Transactions • Jun 13Co-Founder & Executive Chairman recently bought HK$877k worth of stockOn the 7th of June, Kwok Wing Cheung bought around 40k shares on-market at roughly HK$21.93 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$1.4m. Despite this recent buy, Kwok Wing has been a net seller over the last 12 months, reducing personal holdings by HK$15m.
Upcoming Dividend • Jun 07Upcoming dividend of HK$0.75 per share at 4.8% yieldEligible shareholders must have bought the stock before 14 June 2023. Payment date: 07 July 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (3.4%).
Recent Insider Transactions • Jun 02Co-Founder & Executive Chairman recently bought HK$644k worth of stockOn the 31st of May, Kwok Wing Cheung bought around 30k shares on-market at roughly HK$21.45 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$1.4m. Despite this recent buy, Kwok Wing has been a net seller over the last 12 months, reducing personal holdings by HK$16m.
Recent Insider Transactions • May 16Co-Founder & Executive Chairman recently bought HK$1.4m worth of stockOn the 12th of May, Kwok Wing Cheung bought around 60k shares on-market at roughly HK$23.17 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Kwok Wing has been a net seller over the last 12 months, reducing personal holdings by HK$17m.
Recent Insider Transactions • Apr 12Co-Founder & Executive Chairman recently bought HK$1.2m worth of stockOn the 6th of April, Kwok Wing Cheung bought around 50k shares on-market at roughly HK$23.30 per share. This transaction amounted to 1.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Kwok Wing has been a net seller over the last 12 months, reducing personal holdings by HK$17m.
Reported Earnings • Mar 28Full year 2022 earnings released: EPS: HK$3.30 (vs HK$9.73 in FY 2021)Full year 2022 results: EPS: HK$3.30 (down from HK$9.73 in FY 2021). Revenue: HK$49.4b (down 13% from FY 2021). Net income: HK$3.66b (down 66% from FY 2021). Profit margin: 7.4% (down from 19% in FY 2021). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 10Kingboard Holdings Limited Provides Earnings Guidance for the Year Ended 31 December 2022Kingboard Holdings Limited provided earnings guidance for the year ended 31 December 2022. The Group is expecting to record a net profit of approximately HKD 3.9 billion to HKD 4.5 billion for the year ended 31 December 2022, a decrease in net profit of approximately 58% to 64% as compared with the corresponding period in 2021. The expected decrease in the net profits of the Group for the year ended 31 December 2022 is primarily attributable to the decrease in both unit selling price and quantity of the laminates products, and the drop from high level in unit selling price of chemicals products manufactured and sold by the Group, and the allowance for credit loss of bonds investments held by the Group.
Upcoming Dividend • Nov 29Upcoming dividend of HK$0.30 per shareEligible shareholders must have bought the stock before 06 December 2022. Payment date: 06 January 2023. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 12%. Within top quartile of Hong Kong dividend payers (9.0%). Higher than average of industry peers (6.0%).
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Non-Executive Director Stanley Chung 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 • Aug 30First half 2022 earnings released: EPS: HK$2.17 (vs HK$4.57 in 1H 2021)First half 2022 results: EPS: HK$2.17 (down from HK$4.57 in 1H 2021). Revenue: HK$27.8b (up 4.2% from 1H 2021). Net income: HK$2.41b (down 52% from 1H 2021). Profit margin: 8.7% (down from 19% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 4.7% compared to a 7.6% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Jun 25Co-Founder & Executive Chairman recently sold HK$7.5m worth of stockOn the 16th of June, Kwok Wing Cheung sold around 221k shares on-market at roughly HK$34.00 per share. This was the largest sale by an insider in the last 3 months. Despite the recent sale, Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$50m worth of shares.
Recent Insider Transactions • Jun 22Co-Founder & Executive Chairman recently sold HK$7.5m worth of stockOn the 16th of June, Kwok Wing Cheung sold around 221k shares on-market at roughly HK$34.00 per share. This was the largest sale by an insider in the last 3 months. Despite the recent sale, Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$50m worth of shares.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to HK$31.80, the stock trades at a trailing P/E ratio of 3.3x. Average forward P/E is 7x in the Electronic industry in Hong Kong. Total returns to shareholders of 93% over the past three years.
Upcoming Dividend • Jun 08Upcoming dividend of HK$2.44 per shareEligible shareholders must have bought the stock before 15 June 2022. Payment date: 08 July 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 7.8%. Within top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (4.8%).
Recent Insider Transactions • May 05Co-Founder & Executive Chairman recently bought HK$674k worth of stockOn the 3rd of May, Kwok Wing Cheung bought around 19k shares on-market at roughly HK$35.45 per share. In the last 3 months, there was an even bigger purchase from another insider worth HK$8.2m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$56m worth in shares.
Recent Insider Transactions • Apr 27Board Member recently bought HK$3.7m worth of stockOn the 19th of April, Yin Sang Ho bought around 100k shares on-market at roughly HK$36.67 per share. In the last 3 months, they made an even bigger purchase worth HK$8.2m. Despite this recent purchase, insiders have collectively sold HK$118m more in shares than they bought in the last 12 months.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Non-Executive Director Stanley Chung 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.
Recent Insider Transactions • Mar 24Board Member recently bought HK$8.2m worth of stockOn the 18th of March, Yin Sang Ho bought around 218k shares on-market at roughly HK$37.83 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold HK$257m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Jan 08Chief Executive recently bought HK$982k worth of stockOn the 6th of January, Wing Yiu Chang bought around 27k shares on-market at roughly HK$36.38 per share. In the last 3 months, there was an even bigger purchase from another insider worth HK$34m. Wing Yiu has been a buyer over the last 12 months, purchasing a net total of HK$11m worth in shares.
Recent Insider Transactions • Dec 09Co-Founder & Executive Chairman recently bought HK$3.9m worth of stockOn the 6th of December, Kwok Wing Cheung bought around 100k shares on-market at roughly HK$38.50 per share. In the last 3 months, there was an even bigger purchase from another insider worth HK$34m. Despite this recent buy, Kwok Wing has been a net seller over the last 12 months, reducing personal holdings by HK$66m.
Upcoming Dividend • Nov 30Upcoming dividend of HK$0.56 per shareEligible shareholders must have bought the stock before 07 December 2021. Payment date: 07 January 2022. Trailing yield: 6.5%. Lower than top quartile of Hong Kong dividend payers (7.1%). Higher than average of industry peers (3.0%).
Recent Insider Transactions • Nov 27Co-Founder & Executive Chairman recently bought HK$418k worth of stockOn the 25th of November, Kwok Wing Cheung bought around 10k shares on-market at roughly HK$41.75 per share. In the last 3 months, there was an even bigger purchase from another insider worth HK$34m. Despite this recent buy, Kwok Wing has been a net seller over the last 12 months, reducing personal holdings by HK$64m.
Recent Insider Transactions • Oct 29Co-Founder & Executive Chairman recently bought HK$3.4m worth of stockOn the 27th of October, Kwok Wing Cheung bought around 100k shares on-market at roughly HK$34.26 per share. In the last 3 months, they made an even bigger purchase worth HK$8.7m. Despite this recent buy, Kwok Wing has been a net seller over the last 12 months, reducing personal holdings by HK$74m.
Executive Departure • Oct 06Executive Director Wai Lin Cheung has left the companyOn the 1st of October, Wai Lin Cheung's tenure as Executive Director ended after 14.7 years in the role. As of June 2021, Wai Lin still personally held 694.00k shares (HK$30m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 10.75 years.
Recent Insider Transactions • Sep 22Co-Founder & Executive Chairman recently bought HK$3.5m worth of stockOn the 20th of September, Kwok Wing Cheung bought around 100k shares on-market at roughly HK$34.80 per share. In the last 3 months, they made an even bigger purchase worth HK$8.7m. Despite this recent buy, Kwok Wing has been a net seller over the last 12 months, reducing personal holdings by HK$82m.
Recent Insider Transactions • Sep 03Co-Founder & Executive Chairman recently bought HK$1.5m worth of stockOn the 31st of August, Kwok Wing Cheung bought around 40k shares on-market at roughly HK$37.90 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Kwok Wing has been a net seller over the last 12 months, reducing personal holdings by HK$101m.
Reported Earnings • Sep 02First half 2021 earnings released: EPS HK$4.57 (vs HK$0.96 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: HK$26.7b (up 34% from 1H 2020). Net income: HK$5.06b (up 378% from 1H 2020). Profit margin: 19% (up from 5.3% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Jul 28Independent Non-Executive Director recently bought HK$405k worth of stockOn the 26th of July, Kin Ki Chong bought around 10k shares on-market at roughly HK$40.50 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold HK$314m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Jul 20Board Member recently sold HK$8.8m worth of stockOn the 15th of July, Yin Sang Ho sold around 200k shares on-market at roughly HK$44.00 per share. In the last 3 months, they made an even bigger sale worth HK$28m. Insiders have been net sellers, collectively disposing of HK$315m more than they bought in the last 12 months.
Recent Insider Transactions • Jul 01Board Member recently sold HK$28m worth of stockOn the 24th of June, Yin Sang Ho sold around 627k shares on-market at roughly HK$44.65 per share. In the last 3 months, there was an even bigger sale from another insider worth HK$54m. Insiders have been net sellers, collectively disposing of HK$250m more than they bought in the last 12 months.
Recent Insider Transactions • Jun 11Board Member recently sold HK$17m worth of stockOn the 8th of June, Yin Sang Ho sold around 385k shares on-market at roughly HK$43.70 per share. In the last 3 months, there was an even bigger sale from another insider worth HK$54m. Insiders have been net sellers, collectively disposing of HK$180m more than they bought in the last 12 months.
Recent Insider Transactions • May 29Board Member recently sold HK$21m worth of stockOn the 27th of May, Yin Sang Ho sold around 500k shares on-market at roughly HK$42.75 per share. In the last 3 months, there was an even bigger sale from another insider worth HK$54m. Insiders have been net sellers, collectively disposing of HK$142m more than they bought in the last 12 months.
Upcoming Dividend • May 19Upcoming dividend of HK$2.00 per shareEligible shareholders must have bought the stock before 26 May 2021. Payment date: 11 June 2021. Trailing yield: 5.1%. Lower than top quartile of Hong Kong dividend payers (5.9%). Higher than average of industry peers (4.2%).
Recent Insider Transactions • May 12Independent Non-Executive Director recently sold HK$917k worth of stockOn the 7th of May, Kin Ki Chong sold around 20k shares on-market at roughly HK$45.85 per share. In the last 3 months, there was an even bigger sale from another insider worth HK$54m. Insiders have been net sellers, collectively disposing of HK$88m more than they bought in the last 12 months.
Recent Insider Transactions • Apr 28Board Member recently bought HK$8.4m worth of stockOn the 23rd of April, Yin Sang Ho bought around 200k shares on-market at roughly HK$42.25 per share. In the last 3 months, they made an even bigger purchase worth HK$19m. Despite this recent purchase, insiders have collectively sold HK$84m more in shares than they bought in the last 12 months.
Reported Earnings • Apr 21Full year 2020 earnings released: EPS HK$4.26 (vs HK$2.85 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: HK$43.5b (up 5.7% from FY 2019). Net income: HK$4.70b (up 52% from FY 2019). Profit margin: 11% (up from 7.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Apr 11Independent Non-Executive Director recently sold HK$1.8m worth of stockOn the 7th of April, Kin Ki Chong sold around 40k shares on-market at roughly HK$44.07 per share. In the last 3 months, there was an even bigger sale from another insider worth HK$12m. Despite this recent sale, insiders have collectively bought HK$30m more than they sold in the last 12 months.
Recent Insider Transactions • Mar 25Board Member recently bought HK$19m worth of stockOn the 22nd of March, Yin Sang Ho bought around 500k shares on-market at roughly HK$37.60 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought HK$59m more in shares than they have sold in the last 12 months.
Reported Earnings • Mar 23Full year 2020 earnings released: EPS HK$4.26 (vs HK$2.85 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: HK$43.5b (up 5.7% from FY 2019). Net income: HK$4.70b (up 52% from FY 2019). Profit margin: 11% (up from 7.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 17New 90-day high: HK$36.60The company is up 31% from its price of HK$27.95 on 19 November 2020. The Hong Kong market is up 17% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 33% over the same period.
Is New 90 Day High Low • Dec 28New 90-day high: HK$30.85The company is up 21% from its price of HK$25.50 on 30 September 2020. The Hong Kong market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 15% over the same period.
Recent Insider Transactions • Dec 03Co-Founder & Executive Chairman recently bought HK$1.5m worth of stockOn the 30th of November, Kwok Wing Cheung bought around 52k shares on-market at roughly HK$29.50 per share. In the last 3 months, they made an even bigger purchase worth HK$5.4m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$59m worth in shares.
Is New 90 Day High Low • Nov 24New 90-day high: HK$29.60The company is up 29% from its price of HK$23.00 on 26 August 2020. The Hong Kong market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 10.0% over the same period.
Recent Insider Transactions • Nov 20Co-Founder & Executive Chairman recently bought HK$5.4m worth of stockOn the 18th of November, Kwok Wing Cheung bought around 200k shares on-market at roughly HK$26.79 per share. This was the largest purchase by an insider in the last 3 months. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$41m worth in shares.
Recent Insider Transactions • Oct 23Executive Director recently sold HK$2.1m worth of stockOn the 21st of October, Wai Lin Cheung sold around 78k shares on-market at roughly HK$27.18 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of HK$74m more than they bought in the last 12 months.
Recent Insider Transactions • Sep 18Co-Founder & Executive Chairman recently bought HK$852k worth of stockOn the 17th of September, Kwok Wing Cheung bought around 30k shares on-market at roughly HK$28.41 per share. In the last 3 months, they made an even bigger purchase worth HK$4.7m. Kwok Wing has been a buyer over the last 12 months, purchasing a net total of HK$31m worth in shares.