View ValuationVtech Holdings 将来の成長Future 基準チェック /26Vtech Holdings利益と収益がそれぞれ年間10.2%と4%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24.3% 10.2%なると予測されています。主要情報10.2%収益成長率10.19%EPS成長率Communications 収益成長45.5%収益成長率4.0%将来の株主資本利益率24.27%アナリストカバレッジLow最終更新日21 May 2026今後の成長に関する最新情報お知らせ • 4h+ 1 more updateVtech Holdings Limited Provides Group Earnings Guidance for the Financial Year 2027Vtech Holdings Limited provided group earnings guidance for the financial year 2027. For the year, the group expects revenue to grow, with sales of ELPs and TEL products forecast to trend higher, and CMS revenue to hold steady year-on-year.お知らせ • Nov 13+ 1 more updateVtech Holdings Limited Provides Earnings Guidance for the Second Half and Full Year 2026Vtech Holdings Limited provided earnings guidance for the second half and full year 2026. For the second half, Sales are anticipated to improve over the first half of the financial year 2026, driven by higher sales of ELPs and TEL products. For the full year 2026, the Group revenue is still forecast to decline. sales for the full financial year 2026 are anticipated to be lower year-on-year.お知らせ • May 15+ 1 more updateVtech Holdings Limited Provides Revenue Outlook for 2026Vtech Holdings Limited provided revenue outlook for 2026. The volatile US tariff situation and the negative economic outlook are impacting Group revenue, which is now forecast to decline in the financial year 2026.お知らせ • Nov 17+ 1 more updateVtech Holdings Limited Provides Revenue Guidance for the Full Year 2023Vtech Holdings Limited provided revenue guidance for the full year 2023. For the period, In light of the less favourable economic environment, Group revenue for the full financial year is now expected to show a slight decline. Profitability, however, remains on track to show improvement for the full year, as materials prices and freight charges trend down year-on-year.すべての更新を表示Recent updatesお知らせ • 4h+ 1 more updateVtech Holdings Limited Provides Group Earnings Guidance for the Financial Year 2027Vtech Holdings Limited provided group earnings guidance for the financial year 2027. For the year, the group expects revenue to grow, with sales of ELPs and TEL products forecast to trend higher, and CMS revenue to hold steady year-on-year.Reported Earnings • 20hFull year 2026 earnings released: EPS: US$0.53 (vs US$0.62 in FY 2025)Full year 2026 results: EPS: US$0.53 (down from US$0.62 in FY 2025). Revenue: US$2.03b (down 6.9% from FY 2025). Net income: US$134.1m (down 14% from FY 2025). Profit margin: 6.6% (down from 7.2% in FY 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 32% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • 20hVtech Holdings Limited, Annual General Meeting, Jul 23, 2026Vtech Holdings Limited, Annual General Meeting, Jul 23, 2026.Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. Independent Non-executive Director Jie Gan was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • May 07Vtech Holdings Limited to Report Fiscal Year 2026 Results on May 21, 2026Vtech Holdings Limited announced that they will report fiscal year 2026 results on May 21, 2026お知らせ • Nov 13+ 1 more updateVtech Holdings Limited Provides Earnings Guidance for the Second Half and Full Year 2026Vtech Holdings Limited provided earnings guidance for the second half and full year 2026. For the second half, Sales are anticipated to improve over the first half of the financial year 2026, driven by higher sales of ELPs and TEL products. For the full year 2026, the Group revenue is still forecast to decline. sales for the full financial year 2026 are anticipated to be lower year-on-year.お知らせ • Oct 31Vtech Holdings Limited to Report Q2, 2026 Results on Nov 13, 2025Vtech Holdings Limited announced that they will report Q2, 2026 results on Nov 13, 2025お知らせ • Jul 17Vtech Holdings Limited Approves Final Dividend for the Year Ended 31 March 2025, Payable on 30 August 2025Vtech Holdings Limited approved final dividend for the year ended 31 March 2025 of USD 0.44 per share. Ex-dividend date 17 July 2025, Record date 21 July 2025 and Payment date 30 August 2025. Date of shareholders' approval is 15 July 2025.お知らせ • May 15+ 1 more updateVtech Holdings Limited Provides Revenue Outlook for 2026Vtech Holdings Limited provided revenue outlook for 2026. The volatile US tariff situation and the negative economic outlook are impacting Group revenue, which is now forecast to decline in the financial year 2026.お知らせ • May 14Vtech Holdings Limited, Annual General Meeting, Jul 15, 2025Vtech Holdings Limited, Annual General Meeting, Jul 15, 2025.お知らせ • May 01Vtech Holdings Limited to Report Fiscal Year 2025 Results on May 14, 2025Vtech Holdings Limited announced that they will report fiscal year 2025 results on May 14, 2025お知らせ • Mar 12Vtech Holdings Limited Announces Appointment of Gan Jie as Member of Nomination Committee, Effective March 13, 2025The board of directors of VTech Holdings Limited announced that Professor GAN Jie, an Independent Non-executive Director and a member of the audit committee of the company, has been appointed as a member of the nomination committee of the company (the Nomination Committee) with effect from 13 March 2025.Reported Earnings • Nov 15First half 2025 earnings released: EPS: US$0.35 (vs US$0.37 in 1H 2024)First half 2025 results: EPS: US$0.35 (down from US$0.37 in 1H 2024). Revenue: US$1.09b (down 4.5% from 1H 2024). Net income: US$87.4m (down 6.6% from 1H 2024). Profit margin: 8.0% (down from 8.2% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.Declared Dividend • Nov 14First half dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 5th December 2024 Payment date: 18th December 2024 Dividend yield will be 7.4%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 16% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.3% EPS decline seen over the last 5 years.お知らせ • Oct 31Vtech Holdings Limited to Report First Half, 2025 Results on Nov 12, 2024Vtech Holdings Limited announced that they will report first half, 2025 results on Nov 12, 2024お知らせ • Jul 26Vtech Holdings Limited Approves Final Dividend for the Year Ended 31 March 2024, Payable on 08 August 2024Vtech Holdings Limited approved final dividend for the year ended 31 March 2024 of USD 0.48 per share. Ex-dividend date 26 July 2024, Record date 30 July 2024 and Payment date 08 August 2024. Date of shareholders' approval is 24 July 2024.Upcoming Dividend • Jul 19Upcoming dividend of US$0.48 per shareEligible shareholders must have bought the stock before 26 July 2024. Payment date: 08 August 2024. Payout ratio is on the higher end at 99%, however this is supported by cash flows. Trailing yield: 9.3%. Within top quartile of Hong Kong dividend payers (8.0%). Higher than average of industry peers (3.4%).Buy Or Sell Opportunity • Jul 17Now 22% undervaluedOver the last 90 days, the stock has risen 29% to HK$55.75. The fair value is estimated to be HK$71.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has declined by 10%.Reported Earnings • Jun 26Full year 2024 earnings released: EPS: US$0.66 (vs US$0.59 in FY 2023)Full year 2024 results: EPS: US$0.66 (up from US$0.59 in FY 2023). Revenue: US$2.15b (down 4.3% from FY 2023). Net income: US$166.6m (up 12% from FY 2023). Profit margin: 7.8% (up from 6.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 11% per year.Buy Or Sell Opportunity • Jun 06Now 20% undervaluedOver the last 90 days, the stock has risen 23% to HK$56.25. The fair value is estimated to be HK$70.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has declined by 10%.お知らせ • May 24+ 1 more updateVtech Holdings Limited Proposes Final Dividend for the Year Ended March 31, 2024Vtech Holdings Limited has proposed a final dividend of US 48.0 cents per ordinary share for the full year ended March 31, 2024, providing a full-year dividend of US 65.0 cents per ordinary share, an increase of 10.2% from the US 59.0 cents declared in the previous financial year. This represents a dividend payout ratio of 98.7%.Declared Dividend • May 23Final dividend of US$0.48 announcedShareholders will receive a dividend of US$0.48. Ex-date: 26th July 2024 Payment date: 8th August 2024 Dividend yield will be 3.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.お知らせ • May 23Vtech Holdings Limited, Annual General Meeting, Jul 24, 2024Vtech Holdings Limited, Annual General Meeting, Jul 24, 2024.Reported Earnings • May 22Full year 2024 earnings released: EPS: US$0.66 (vs US$0.59 in FY 2023)Full year 2024 results: EPS: US$0.66 (up from US$0.59 in FY 2023). Revenue: US$2.15b (down 4.3% from FY 2023). Net income: US$166.6m (up 12% from FY 2023). Profit margin: 7.8% (up from 6.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 14% per year.お知らせ • May 10Vtech Holdings Limited to Report Fiscal Year 2024 Final Results on May 21, 2024Vtech Holdings Limited announced that they will report fiscal year 2024 final results on May 21, 2024Upcoming Dividend • Nov 30Upcoming dividend of US$0.17 per share at 10.0% yieldEligible shareholders must have bought the stock before 07 December 2023. Payment date: 20 December 2023. Payout ratio and cash payout ratio are on the higher end at 93% and 81% respectively. Trailing yield: 10.0%. Within top quartile of Hong Kong dividend payers (8.3%). Higher than average of industry peers (2.4%).Reported Earnings • Nov 17First half 2024 earnings released: EPS: US$0.37 (vs US$0.33 in 1H 2023)First half 2024 results: EPS: US$0.37 (up from US$0.33 in 1H 2023). Revenue: US$1.14b (down 2.1% from 1H 2023). Net income: US$93.6m (up 14% from 1H 2023). Profit margin: 8.2% (up from 7.0% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Communications industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 9% per year.お知らせ • Nov 17+ 1 more updateVtech Holdings Limited Provides Revenue Guidance for the Full Year 2023Vtech Holdings Limited provided revenue guidance for the full year 2023. For the period, In light of the less favourable economic environment, Group revenue for the full financial year is now expected to show a slight decline. Profitability, however, remains on track to show improvement for the full year, as materials prices and freight charges trend down year-on-year.お知らせ • Nov 02Vtech Holdings Limited to Report First Half, 2024 Results on Nov 15, 2023Vtech Holdings Limited announced that they will report first half, 2024 results on Nov 15, 2023お知らせ • Jul 23Vtech Holdings Limited Approves Final Dividend for the Year Ended 31 March 2023, Payment Date Is 03 August 2023Vtech Holdings Limited approved final dividend for the year ended 31 March 2023 of USD 0.42 per share. Ex-dividend date 21 July 2023, Record date 25 July 2023 and Payment date 03 August 2023. Date of shareholders' approvalis 19 July 2023.Upcoming Dividend • Jul 14Upcoming dividend of US$0.42 per share at 8.9% yieldEligible shareholders must have bought the stock before 21 July 2023. Payment date: 03 August 2023. Payout ratio and cash payout ratio are on the higher end at 100% and 81% respectively. Trailing yield: 8.9%. Within top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (2.7%).Reported Earnings • Jun 16Full year 2023 earnings released: EPS: US$0.59 (vs US$0.69 in FY 2022)Full year 2023 results: EPS: US$0.59 (down from US$0.69 in FY 2022). Revenue: US$2.24b (down 5.4% from FY 2022). Net income: US$149.2m (down 14% from FY 2022). Profit margin: 6.7% (down from 7.3% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Communications industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • May 19Vtech Holdings Limited, Annual General Meeting, Jul 19, 2023Vtech Holdings Limited, Annual General Meeting, Jul 19, 2023. Agenda: To consider final dividend in respect of the year ended 31 March 2023.お知らせ • May 18+ 2 more updatesVtech Holdings Limited Proposes Dividend for the Financial Year Ended 31 March 2023, Payable on August 3, 2023Vtech Holdings Limited proposed dividend of USD 0.42 per share for the financial year end 31 March 2023. Ex-dividend date 21 July 2023, Record date 25 July 2023 and Payment date 03 August 2023.Reported Earnings • May 18Full year 2023 earnings released: EPS: US$0.59 (vs US$0.69 in FY 2022)Full year 2023 results: EPS: US$0.59 (down from US$0.69 in FY 2022). Revenue: US$2.24b (down 5.4% from FY 2022). Net income: US$149.2m (down 14% from FY 2022). Profit margin: 6.7% (down from 7.3% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Communications industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • May 06Vtech Holdings Limited to Report Fiscal Year 2023 Results on May 17, 2023Vtech Holdings Limited announced that they will report fiscal year 2023 results on May 17, 2023Board Change • Dec 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. Non-Executive Director William Wong was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Upcoming Dividend • Nov 25Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 02 December 2022. Payment date: 15 December 2022. Payout ratio is on the higher end at 96%, and the cash payout ratio is above 100%. Trailing yield: 11%. Within top quartile of Hong Kong dividend payers (9.0%). Higher than average of industry peers (2.5%).Reported Earnings • Nov 16First half 2023 earnings released: EPS: US$0.33 (vs US$0.30 in 1H 2022)First half 2023 results: EPS: US$0.33 (up from US$0.30 in 1H 2022). Revenue: US$1.16b (up 4.5% from 1H 2022). Net income: US$82.0m (up 6.6% from 1H 2022). Profit margin: 7.0% (up from 6.9% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 13% growth forecast for the Communications 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 15% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Jul 08Upcoming dividend of US$0.51 per shareEligible shareholders must have bought the stock before 15 July 2022. Payment date: 28 July 2022. Payout ratio is on the higher end at 99%, and the cash payout ratio is above 100%. Trailing yield: 8.8%. Within top quartile of Hong Kong dividend payers (7.9%). Higher than average of industry peers (2.5%).Reported Earnings • May 17Full year 2022 earnings released: EPS: US$0.69 (vs US$0.92 in FY 2021)Full year 2022 results: EPS: US$0.69 (down from US$0.92 in FY 2021). Revenue: US$2.37b (flat on FY 2021). Net income: US$172.7m (down 25% from FY 2021). Profit margin: 7.3% (down from 9.7% in FY 2021). Over the next year, revenue is forecast to grow 4.2%, compared to a 15% growth forecast for the industry in Hong Kong. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Reported Earnings • Dec 04First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: US$0.30 (down from US$0.49 in 1H 2021). Revenue: US$1.11b (flat on 1H 2021). Net income: US$76.9m (down 38% from 1H 2021). Profit margin: 6.9% (down from 11% in 1H 2021). Revenue exceeded analyst estimates by 7.9%. Over the next year, revenue is forecast to grow 1.7%, compared to a 26% growth forecast for the industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Upcoming Dividend • Nov 29Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 06 December 2021. Payment date: 17 December 2021. Trailing yield: 11%. Within top quartile of Hong Kong dividend payers (7.1%). Higher than average of industry peers (2.6%).Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to HK$64.80, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 25x in the Communications industry in Asia. Total loss to shareholders of 10% over the past three years.Upcoming Dividend • Jul 08Upcoming dividend of US$0.74 per shareEligible shareholders must have bought the stock before 15 July 2021. Payment date: 28 July 2021. Trailing yield: 8.7%. Within top quartile of Hong Kong dividend payers (6.2%). Higher than average of industry peers (2.1%).Reported Earnings • Jun 09Full year 2021 earnings released: EPS US$0.92 (vs US$0.76 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: US$2.37b (up 9.5% from FY 2020). Net income: US$230.9m (up 21% from FY 2020). Profit margin: 9.7% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 25Investor sentiment improved over the past weekAfter last week's 18% share price gain to US$81.20, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 23x in the Communications industry in Asia. Total returns to shareholders of 5.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$129 per share.Reported Earnings • May 19Full year 2021 earnings released: EPS US$0.92 (vs US$0.76 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: US$2.37b (up 9.5% from FY 2020). Net income: US$230.9m (up 21% from FY 2020). Profit margin: 9.7% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Mar 09New 90-day high: HK$69.70The company is up 15% from its price of HK$60.45 on 09 December 2020. The Hong Kong market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$117 per share.Is New 90 Day High Low • Jan 27New 90-day high: HK$64.25The company is up 25% from its price of HK$51.45 on 30 October 2020. The Hong Kong market is up 19% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Communications industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$115 per share.Is New 90 Day High Low • Jan 11New 90-day high: HK$63.85The company is up 25% from its price of HK$51.20 on 14 October 2020. The Hong Kong market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$115 per share.Reported Earnings • Nov 29First half 2021 earnings released: EPS US$0.49The company reported a decent first half result with improved earnings, although revenues and profit margins were flat. First half 2021 results: Revenue: US$1.12b (flat on 1H 2020). Net income: US$123.6m (up 4.7% from 1H 2020). Profit margin: 11% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Nov 24Upcoming Dividend of US$0.17 Per ShareWill be paid on the 14th of December to those who are registered shareholders by the 1st of December. The trailing yield of 6.9% is in the top quartile of Hong Kong dividend payers (6.7%), and it is higher than industry peers (1.7%).Reported Earnings • Nov 13First half 2021 earnings released: EPS US$0.49The company reported a decent first half result with improved earnings, although revenues and profit margins were flat. First half 2021 results: Revenue: US$1.12b (flat on 1H 2020). Net income: US$123.6m (up 4.7% from 1H 2020). Profit margin: 11% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Nov 11New 90-day high: HK$61.70The company is up 38% from its price of HK$44.60 on 13 August 2020. The Hong Kong market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$108 per share.Is New 90 Day High Low • Oct 24New 90-day high: HK$52.95The company is up 23% from its price of HK$43.00 on 24 July 2020. The Hong Kong market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Communications industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$78.27 per share.Is New 90 Day High Low • Oct 06New 90-day high: HK$51.75The company is up 11% from its price of HK$46.80 on 08 July 2020. The Hong Kong market is down 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Communications industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$79.67 per share.業績と収益の成長予測SZSC:303 - アナリストの将来予測と過去の財務データ ( )USD 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3/31/20292,302N/AN/AN/A13/31/20282,184165N/A21633/31/20272,103153N/A21533/31/20262,02813493124N/A12/31/20252,053139133164N/A9/30/20252,079144174204N/A6/30/20252,128150185215N/A3/31/20252,177157196225N/A12/31/20242,136159215245N/A9/30/20242,095160234265N/A6/30/20242,120164278310N/A3/31/20242,146167323355N/A12/31/20232,182164291322N/A9/30/20232,218161259289N/A6/30/20232,230155235264N/A3/31/20232,242149211239N/A12/31/20222,331164212243N/A9/30/20222,421178213247N/A6/30/20222,396175158193N/A3/31/20222,371173104140N/A12/31/20212,367178118156N/A9/30/20212,364184132173N/A6/30/20212,368208182227N/A3/31/20212,372231232280N/A12/31/20202,269214201246N/A9/30/20202,165196170212N/A6/30/20202,165194186225N/A3/31/20202,166191202237N/A12/31/20192,224195N/A244N/A9/30/20192,283199N/A252N/A6/30/20192,222185N/A250N/A3/31/20192,162171N/A249N/A12/31/20182,128182N/A245N/A9/30/20182,094193N/A241N/A6/30/20182,112200N/A208N/A3/31/20182,130206N/A176N/A12/31/20172,133209N/A193N/A9/30/20172,136211N/A211N/A6/30/20172,108195N/A198N/A3/31/20172,079179N/A185N/A12/31/20161,995166N/A177N/A9/30/20161,911153N/A169N/A6/30/20161,884167N/A193N/A3/31/20161,857181N/A217N/A12/31/20151,882188N/A229N/A9/30/20151,907196N/A241N/A6/30/20151,893197N/A235N/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: 303の予測収益成長率 (年間10.2% ) は 貯蓄率 ( 3% ) を上回っています。収益対市場: 303の収益 ( 10.2% ) Hong Kong市場 ( 12.6% ) よりも低い成長が予測されています。高成長収益: 303の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 303の収益 ( 4% ) 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: 303の収益 ( 4% ) 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: 303の 自己資本利益率 は、3年後には高くなると予測されています ( 24.3 %)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2026/05/22 17:09終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Vtech Holdings Limited 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15 アナリスト機関Jones KuBarclaysXin LiCitic Securities Co., Ltd.Tak Hung LauCitigroup Inc12 その他のアナリストを表示
お知らせ • 4h+ 1 more updateVtech Holdings Limited Provides Group Earnings Guidance for the Financial Year 2027Vtech Holdings Limited provided group earnings guidance for the financial year 2027. For the year, the group expects revenue to grow, with sales of ELPs and TEL products forecast to trend higher, and CMS revenue to hold steady year-on-year.
お知らせ • Nov 13+ 1 more updateVtech Holdings Limited Provides Earnings Guidance for the Second Half and Full Year 2026Vtech Holdings Limited provided earnings guidance for the second half and full year 2026. For the second half, Sales are anticipated to improve over the first half of the financial year 2026, driven by higher sales of ELPs and TEL products. For the full year 2026, the Group revenue is still forecast to decline. sales for the full financial year 2026 are anticipated to be lower year-on-year.
お知らせ • May 15+ 1 more updateVtech Holdings Limited Provides Revenue Outlook for 2026Vtech Holdings Limited provided revenue outlook for 2026. The volatile US tariff situation and the negative economic outlook are impacting Group revenue, which is now forecast to decline in the financial year 2026.
お知らせ • Nov 17+ 1 more updateVtech Holdings Limited Provides Revenue Guidance for the Full Year 2023Vtech Holdings Limited provided revenue guidance for the full year 2023. For the period, In light of the less favourable economic environment, Group revenue for the full financial year is now expected to show a slight decline. Profitability, however, remains on track to show improvement for the full year, as materials prices and freight charges trend down year-on-year.
お知らせ • 4h+ 1 more updateVtech Holdings Limited Provides Group Earnings Guidance for the Financial Year 2027Vtech Holdings Limited provided group earnings guidance for the financial year 2027. For the year, the group expects revenue to grow, with sales of ELPs and TEL products forecast to trend higher, and CMS revenue to hold steady year-on-year.
Reported Earnings • 20hFull year 2026 earnings released: EPS: US$0.53 (vs US$0.62 in FY 2025)Full year 2026 results: EPS: US$0.53 (down from US$0.62 in FY 2025). Revenue: US$2.03b (down 6.9% from FY 2025). Net income: US$134.1m (down 14% from FY 2025). Profit margin: 6.6% (down from 7.2% in FY 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 32% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • 20hVtech Holdings Limited, Annual General Meeting, Jul 23, 2026Vtech Holdings Limited, Annual General Meeting, Jul 23, 2026.
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. Independent Non-executive Director Jie Gan was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • May 07Vtech Holdings Limited to Report Fiscal Year 2026 Results on May 21, 2026Vtech Holdings Limited announced that they will report fiscal year 2026 results on May 21, 2026
お知らせ • Nov 13+ 1 more updateVtech Holdings Limited Provides Earnings Guidance for the Second Half and Full Year 2026Vtech Holdings Limited provided earnings guidance for the second half and full year 2026. For the second half, Sales are anticipated to improve over the first half of the financial year 2026, driven by higher sales of ELPs and TEL products. For the full year 2026, the Group revenue is still forecast to decline. sales for the full financial year 2026 are anticipated to be lower year-on-year.
お知らせ • Oct 31Vtech Holdings Limited to Report Q2, 2026 Results on Nov 13, 2025Vtech Holdings Limited announced that they will report Q2, 2026 results on Nov 13, 2025
お知らせ • Jul 17Vtech Holdings Limited Approves Final Dividend for the Year Ended 31 March 2025, Payable on 30 August 2025Vtech Holdings Limited approved final dividend for the year ended 31 March 2025 of USD 0.44 per share. Ex-dividend date 17 July 2025, Record date 21 July 2025 and Payment date 30 August 2025. Date of shareholders' approval is 15 July 2025.
お知らせ • May 15+ 1 more updateVtech Holdings Limited Provides Revenue Outlook for 2026Vtech Holdings Limited provided revenue outlook for 2026. The volatile US tariff situation and the negative economic outlook are impacting Group revenue, which is now forecast to decline in the financial year 2026.
お知らせ • May 14Vtech Holdings Limited, Annual General Meeting, Jul 15, 2025Vtech Holdings Limited, Annual General Meeting, Jul 15, 2025.
お知らせ • May 01Vtech Holdings Limited to Report Fiscal Year 2025 Results on May 14, 2025Vtech Holdings Limited announced that they will report fiscal year 2025 results on May 14, 2025
お知らせ • Mar 12Vtech Holdings Limited Announces Appointment of Gan Jie as Member of Nomination Committee, Effective March 13, 2025The board of directors of VTech Holdings Limited announced that Professor GAN Jie, an Independent Non-executive Director and a member of the audit committee of the company, has been appointed as a member of the nomination committee of the company (the Nomination Committee) with effect from 13 March 2025.
Reported Earnings • Nov 15First half 2025 earnings released: EPS: US$0.35 (vs US$0.37 in 1H 2024)First half 2025 results: EPS: US$0.35 (down from US$0.37 in 1H 2024). Revenue: US$1.09b (down 4.5% from 1H 2024). Net income: US$87.4m (down 6.6% from 1H 2024). Profit margin: 8.0% (down from 8.2% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.
Declared Dividend • Nov 14First half dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 5th December 2024 Payment date: 18th December 2024 Dividend yield will be 7.4%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 16% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.3% EPS decline seen over the last 5 years.
お知らせ • Oct 31Vtech Holdings Limited to Report First Half, 2025 Results on Nov 12, 2024Vtech Holdings Limited announced that they will report first half, 2025 results on Nov 12, 2024
お知らせ • Jul 26Vtech Holdings Limited Approves Final Dividend for the Year Ended 31 March 2024, Payable on 08 August 2024Vtech Holdings Limited approved final dividend for the year ended 31 March 2024 of USD 0.48 per share. Ex-dividend date 26 July 2024, Record date 30 July 2024 and Payment date 08 August 2024. Date of shareholders' approval is 24 July 2024.
Upcoming Dividend • Jul 19Upcoming dividend of US$0.48 per shareEligible shareholders must have bought the stock before 26 July 2024. Payment date: 08 August 2024. Payout ratio is on the higher end at 99%, however this is supported by cash flows. Trailing yield: 9.3%. Within top quartile of Hong Kong dividend payers (8.0%). Higher than average of industry peers (3.4%).
Buy Or Sell Opportunity • Jul 17Now 22% undervaluedOver the last 90 days, the stock has risen 29% to HK$55.75. The fair value is estimated to be HK$71.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has declined by 10%.
Reported Earnings • Jun 26Full year 2024 earnings released: EPS: US$0.66 (vs US$0.59 in FY 2023)Full year 2024 results: EPS: US$0.66 (up from US$0.59 in FY 2023). Revenue: US$2.15b (down 4.3% from FY 2023). Net income: US$166.6m (up 12% from FY 2023). Profit margin: 7.8% (up from 6.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 11% per year.
Buy Or Sell Opportunity • Jun 06Now 20% undervaluedOver the last 90 days, the stock has risen 23% to HK$56.25. The fair value is estimated to be HK$70.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has declined by 10%.
お知らせ • May 24+ 1 more updateVtech Holdings Limited Proposes Final Dividend for the Year Ended March 31, 2024Vtech Holdings Limited has proposed a final dividend of US 48.0 cents per ordinary share for the full year ended March 31, 2024, providing a full-year dividend of US 65.0 cents per ordinary share, an increase of 10.2% from the US 59.0 cents declared in the previous financial year. This represents a dividend payout ratio of 98.7%.
Declared Dividend • May 23Final dividend of US$0.48 announcedShareholders will receive a dividend of US$0.48. Ex-date: 26th July 2024 Payment date: 8th August 2024 Dividend yield will be 3.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
お知らせ • May 23Vtech Holdings Limited, Annual General Meeting, Jul 24, 2024Vtech Holdings Limited, Annual General Meeting, Jul 24, 2024.
Reported Earnings • May 22Full year 2024 earnings released: EPS: US$0.66 (vs US$0.59 in FY 2023)Full year 2024 results: EPS: US$0.66 (up from US$0.59 in FY 2023). Revenue: US$2.15b (down 4.3% from FY 2023). Net income: US$166.6m (up 12% from FY 2023). Profit margin: 7.8% (up from 6.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 14% per year.
お知らせ • May 10Vtech Holdings Limited to Report Fiscal Year 2024 Final Results on May 21, 2024Vtech Holdings Limited announced that they will report fiscal year 2024 final results on May 21, 2024
Upcoming Dividend • Nov 30Upcoming dividend of US$0.17 per share at 10.0% yieldEligible shareholders must have bought the stock before 07 December 2023. Payment date: 20 December 2023. Payout ratio and cash payout ratio are on the higher end at 93% and 81% respectively. Trailing yield: 10.0%. Within top quartile of Hong Kong dividend payers (8.3%). Higher than average of industry peers (2.4%).
Reported Earnings • Nov 17First half 2024 earnings released: EPS: US$0.37 (vs US$0.33 in 1H 2023)First half 2024 results: EPS: US$0.37 (up from US$0.33 in 1H 2023). Revenue: US$1.14b (down 2.1% from 1H 2023). Net income: US$93.6m (up 14% from 1H 2023). Profit margin: 8.2% (up from 7.0% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Communications industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 9% per year.
お知らせ • Nov 17+ 1 more updateVtech Holdings Limited Provides Revenue Guidance for the Full Year 2023Vtech Holdings Limited provided revenue guidance for the full year 2023. For the period, In light of the less favourable economic environment, Group revenue for the full financial year is now expected to show a slight decline. Profitability, however, remains on track to show improvement for the full year, as materials prices and freight charges trend down year-on-year.
お知らせ • Nov 02Vtech Holdings Limited to Report First Half, 2024 Results on Nov 15, 2023Vtech Holdings Limited announced that they will report first half, 2024 results on Nov 15, 2023
お知らせ • Jul 23Vtech Holdings Limited Approves Final Dividend for the Year Ended 31 March 2023, Payment Date Is 03 August 2023Vtech Holdings Limited approved final dividend for the year ended 31 March 2023 of USD 0.42 per share. Ex-dividend date 21 July 2023, Record date 25 July 2023 and Payment date 03 August 2023. Date of shareholders' approvalis 19 July 2023.
Upcoming Dividend • Jul 14Upcoming dividend of US$0.42 per share at 8.9% yieldEligible shareholders must have bought the stock before 21 July 2023. Payment date: 03 August 2023. Payout ratio and cash payout ratio are on the higher end at 100% and 81% respectively. Trailing yield: 8.9%. Within top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (2.7%).
Reported Earnings • Jun 16Full year 2023 earnings released: EPS: US$0.59 (vs US$0.69 in FY 2022)Full year 2023 results: EPS: US$0.59 (down from US$0.69 in FY 2022). Revenue: US$2.24b (down 5.4% from FY 2022). Net income: US$149.2m (down 14% from FY 2022). Profit margin: 6.7% (down from 7.3% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Communications industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • May 19Vtech Holdings Limited, Annual General Meeting, Jul 19, 2023Vtech Holdings Limited, Annual General Meeting, Jul 19, 2023. Agenda: To consider final dividend in respect of the year ended 31 March 2023.
お知らせ • May 18+ 2 more updatesVtech Holdings Limited Proposes Dividend for the Financial Year Ended 31 March 2023, Payable on August 3, 2023Vtech Holdings Limited proposed dividend of USD 0.42 per share for the financial year end 31 March 2023. Ex-dividend date 21 July 2023, Record date 25 July 2023 and Payment date 03 August 2023.
Reported Earnings • May 18Full year 2023 earnings released: EPS: US$0.59 (vs US$0.69 in FY 2022)Full year 2023 results: EPS: US$0.59 (down from US$0.69 in FY 2022). Revenue: US$2.24b (down 5.4% from FY 2022). Net income: US$149.2m (down 14% from FY 2022). Profit margin: 6.7% (down from 7.3% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Communications industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • May 06Vtech Holdings Limited to Report Fiscal Year 2023 Results on May 17, 2023Vtech Holdings Limited announced that they will report fiscal year 2023 results on May 17, 2023
Board Change • Dec 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. Non-Executive Director William Wong was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Upcoming Dividend • Nov 25Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 02 December 2022. Payment date: 15 December 2022. Payout ratio is on the higher end at 96%, and the cash payout ratio is above 100%. Trailing yield: 11%. Within top quartile of Hong Kong dividend payers (9.0%). Higher than average of industry peers (2.5%).
Reported Earnings • Nov 16First half 2023 earnings released: EPS: US$0.33 (vs US$0.30 in 1H 2022)First half 2023 results: EPS: US$0.33 (up from US$0.30 in 1H 2022). Revenue: US$1.16b (up 4.5% from 1H 2022). Net income: US$82.0m (up 6.6% from 1H 2022). Profit margin: 7.0% (up from 6.9% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 13% growth forecast for the Communications 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 15% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Jul 08Upcoming dividend of US$0.51 per shareEligible shareholders must have bought the stock before 15 July 2022. Payment date: 28 July 2022. Payout ratio is on the higher end at 99%, and the cash payout ratio is above 100%. Trailing yield: 8.8%. Within top quartile of Hong Kong dividend payers (7.9%). Higher than average of industry peers (2.5%).
Reported Earnings • May 17Full year 2022 earnings released: EPS: US$0.69 (vs US$0.92 in FY 2021)Full year 2022 results: EPS: US$0.69 (down from US$0.92 in FY 2021). Revenue: US$2.37b (flat on FY 2021). Net income: US$172.7m (down 25% from FY 2021). Profit margin: 7.3% (down from 9.7% in FY 2021). Over the next year, revenue is forecast to grow 4.2%, compared to a 15% growth forecast for the industry in Hong Kong. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Reported Earnings • Dec 04First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: US$0.30 (down from US$0.49 in 1H 2021). Revenue: US$1.11b (flat on 1H 2021). Net income: US$76.9m (down 38% from 1H 2021). Profit margin: 6.9% (down from 11% in 1H 2021). Revenue exceeded analyst estimates by 7.9%. Over the next year, revenue is forecast to grow 1.7%, compared to a 26% growth forecast for the industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Nov 29Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 06 December 2021. Payment date: 17 December 2021. Trailing yield: 11%. Within top quartile of Hong Kong dividend payers (7.1%). Higher than average of industry peers (2.6%).
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to HK$64.80, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 25x in the Communications industry in Asia. Total loss to shareholders of 10% over the past three years.
Upcoming Dividend • Jul 08Upcoming dividend of US$0.74 per shareEligible shareholders must have bought the stock before 15 July 2021. Payment date: 28 July 2021. Trailing yield: 8.7%. Within top quartile of Hong Kong dividend payers (6.2%). Higher than average of industry peers (2.1%).
Reported Earnings • Jun 09Full year 2021 earnings released: EPS US$0.92 (vs US$0.76 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: US$2.37b (up 9.5% from FY 2020). Net income: US$230.9m (up 21% from FY 2020). Profit margin: 9.7% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 25Investor sentiment improved over the past weekAfter last week's 18% share price gain to US$81.20, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 23x in the Communications industry in Asia. Total returns to shareholders of 5.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$129 per share.
Reported Earnings • May 19Full year 2021 earnings released: EPS US$0.92 (vs US$0.76 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: US$2.37b (up 9.5% from FY 2020). Net income: US$230.9m (up 21% from FY 2020). Profit margin: 9.7% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Mar 09New 90-day high: HK$69.70The company is up 15% from its price of HK$60.45 on 09 December 2020. The Hong Kong market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$117 per share.
Is New 90 Day High Low • Jan 27New 90-day high: HK$64.25The company is up 25% from its price of HK$51.45 on 30 October 2020. The Hong Kong market is up 19% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Communications industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$115 per share.
Is New 90 Day High Low • Jan 11New 90-day high: HK$63.85The company is up 25% from its price of HK$51.20 on 14 October 2020. The Hong Kong market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$115 per share.
Reported Earnings • Nov 29First half 2021 earnings released: EPS US$0.49The company reported a decent first half result with improved earnings, although revenues and profit margins were flat. First half 2021 results: Revenue: US$1.12b (flat on 1H 2020). Net income: US$123.6m (up 4.7% from 1H 2020). Profit margin: 11% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Nov 24Upcoming Dividend of US$0.17 Per ShareWill be paid on the 14th of December to those who are registered shareholders by the 1st of December. The trailing yield of 6.9% is in the top quartile of Hong Kong dividend payers (6.7%), and it is higher than industry peers (1.7%).
Reported Earnings • Nov 13First half 2021 earnings released: EPS US$0.49The company reported a decent first half result with improved earnings, although revenues and profit margins were flat. First half 2021 results: Revenue: US$1.12b (flat on 1H 2020). Net income: US$123.6m (up 4.7% from 1H 2020). Profit margin: 11% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Nov 11New 90-day high: HK$61.70The company is up 38% from its price of HK$44.60 on 13 August 2020. The Hong Kong market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$108 per share.
Is New 90 Day High Low • Oct 24New 90-day high: HK$52.95The company is up 23% from its price of HK$43.00 on 24 July 2020. The Hong Kong market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Communications industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$78.27 per share.
Is New 90 Day High Low • Oct 06New 90-day high: HK$51.75The company is up 11% from its price of HK$46.80 on 08 July 2020. The Hong Kong market is down 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Communications industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$79.67 per share.