Valuation Update With 7 Day Price Move • Jan 24
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to S$1.39, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Tech industry in Asia. Total returns to shareholders of 52% over the past year. New Risk • Jan 20
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Singaporean stocks, typically moving 9.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. お知らせ • Jan 20
PC Partner Group Limited Provides Unaudited Earnings Guidance for the Year Ended 31 December 2025 PC Partner Group Limited provided unaudited earnings guidance for the year ended 31 December 2025. For the period, the Board expects the Group to report a net profit attributable to Shareholders at approximately HKD 450 million for the year ended 31 December 2025, compared to a net profit attributable to Shareholders of approximately HKD 262 million for the year ended 31 December 2024. The change was mainly due to an increase in sales revenue together with an improvement in the gross profit margin which had mainly resulted from a strong demand for the new Blackwell series of video graphics cards launched in the first quarter of 2025. New Risk • Jan 16
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: S$74.3m (US$57.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (0% cash payout ratio). Market cap is less than US$100m (S$74.3m market cap, or US$57.7m). Valuation Update With 7 Day Price Move • Jan 09
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to S$1.15, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 16x in the Tech industry in Asia. Total returns to shareholders of 31% over the past year. お知らせ • Jan 09
PC Partner Group Limited(SEHK:1263) dropped from S&P Global BMI Index PC Partner Group Limited(SEHK:1263) dropped from S&P Global BMI Index Upcoming Dividend • Sep 10
Upcoming dividend of HK$0.25 per share Eligible shareholders must have bought the stock before 17 September 2025. Payment date: 10 October 2025. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 5.4%. Within top quartile of Singaporean dividend payers (5.4%). Higher than average of industry peers (2.4%). お知らせ • Aug 22
PC Partner Group Limited Announces Interim Ordinary Dividend for the Six Months Ended 30 June 2025, Payable on October 10, 2025 PC Partner Group Limited announced an interim ordinary dividend of HKD 0.25 per share for the the six months ended 30 June 2025. Ex-dividend date 17 September 2025. Record date 19 September 2025. Payment date 10 October 2025. Reported Earnings • Aug 21
First half 2025 earnings released: EPS: HK$0.65 (vs HK$0.50 in 1H 2024) First half 2025 results: EPS: HK$0.65 (up from HK$0.50 in 1H 2024). Revenue: HK$6.36b (up 28% from 1H 2024). Net income: HK$250.4m (up 29% from 1H 2024). Profit margin: 3.9% (in line with 1H 2024). お知らせ • Aug 09
PC Partner Group Limited to Report First Half, 2025 Results on Aug 19, 2025 PC Partner Group Limited announced that they will report first half, 2025 results on Aug 19, 2025 お知らせ • Jul 18
PC Partner Group Limited Provides Earnings Guidance for the Six Months Ended June 30, 2025 Pc Partner Group Limited provided earnings guidance for the Six Months Ended 30 June 2025. For the period, the company the Board expects the Group to report a net profit attributable to Shareholders of approximately HKD 250 million, compared to a net profit attributable to Shareholders of approximately HKD 194 million for the six months ended 30 June 2024. The change was mainly due to a significant increase in sales revenue for the six months ended 30 June 2025 which was mainly due to a strong demand for the new RTX 50 series video graphics cards launched in the first half of 2025. Valuation Update With 7 Day Price Move • Jul 17
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to S$1.30, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 21x in the Tech industry in Asia. Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to S$1.27, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 19x in the Tech industry in Asia. Valuation Update With 7 Day Price Move • Mar 25
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to S$1.80, the stock trades at a trailing P/E ratio of 15.5x. Average trailing P/E is 22x in the Tech industry in Asia. Recent Insider Transactions • Mar 20
Executive Director recently sold S$91k worth of stock On the 18th of March, Nai Nap Ho sold around 41k shares on-market at roughly S$2.22 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of S$106k more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Mar 10
Investor sentiment improves as stock rises 33% After last week's 33% share price gain to S$1.87, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 22x in the Tech industry in Asia. Buy Or Sell Opportunity • Mar 05
Now 27% overvalued after recent price rise Over the last 90 days, the stock has risen 72% to S$1.50. The fair value is estimated to be S$1.18, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has declined by 100%. Reported Earnings • Mar 02
Full year 2024 earnings released: EPS: HK$0.68 (vs HK$0.16 in FY 2023) Full year 2024 results: EPS: HK$0.68 (up from HK$0.16 in FY 2023). Revenue: HK$10.1b (up 10.0% from FY 2023). Net income: HK$262.1m (up 331% from FY 2023). Profit margin: 2.6% (up from 0.7% in FY 2023). The increase in margin was driven by higher revenue. New Risk • Feb 25
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Singaporean stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change). お知らせ • Feb 18
PC Partner Group Limited to Report Fiscal Year 2024 Final Results on Feb 28, 2025 PC Partner Group Limited announced that they will report fiscal year 2024 final results on Feb 28, 2025 Valuation Update With 7 Day Price Move • Feb 12
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to S$1.12, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 23x in the Tech industry in Asia.