View Financial HealthTES Touch Embedded Solutions (Xiamen) 배당 및 자사주 매입배당 기준 점검 2/6TES Touch Embedded Solutions (Xiamen) 수익으로 충분히 충당되는 현재 수익률 1.31% 보유한 배당금 지급 회사입니다.핵심 정보1.3%배당 수익률-0.3%자사주 매입 수익률총 주주 수익률1.0%미래 배당 수익률n/a배당 성장률3.1%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향50%최근 배당 및 자사주 매입 업데이트분석 기사 • Jun 05TES Touch Embedded Solutions (Xiamen)'s (SZSE:003019) Dividend Is Being Reduced To CN¥0.45TES Touch Embedded Solutions (Xiamen) Co., Ltd. ( SZSE:003019 ) has announced that on 11th of June, it will be paying a...Declared Dividend • Jun 05Dividend of CN¥0.45 announcedShareholders will receive a dividend of CN¥0.45. Ex-date: 11th June 2024 Payment date: 11th June 2024 Dividend yield will be 1.7%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 3 years. However, payments have been volatile during that time. Earnings per share has grown by 5.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Feb 23TES Touch Embedded Solutions (Xiamen) Co., Ltd. (SZSE:003019) announces an Equity Buyback for CNY 161.57 million worth of its shares.TES Touch Embedded Solutions (Xiamen) Co., Ltd. (SZSE:003019) announces a share repurchase program. Under the program, the company will repurchase up to its A shares for a total of CNY 161.57 million. The shares will be purchased at a price not exceeding CNY 22 per share. The repurchased shares will be used for the implementation of ESOP or equity incentive plan. The program will be valid for 6 months from the commencement date.공시 • Jun 08TES Touch Embedded Solutions (Xiamen) Co., Ltd. Announces Final Cash Dividend on A Shares for the Year 2022, Payable on June 14, 2023TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced final cash dividend of CNY 8.00 per 10 shares on A shares for the year 2022. Record date is June 13, 2023, Ex-Date is June 14, 2023 and Payment Date is June 14, 2023.공시 • May 24TES Touch Embedded Solutions (Xiamen) Co., Ltd. Approves 2022 Profit Distribution PlanTES Touch Embedded Solutions (Xiamen) Co., Ltd. at its Annual General Meeting of 2022, held on 19 May 2023 approved 2022 profit distribution plan. Cash dividend/10 shares (tax included): CNY 8.00000000.공시 • Jun 23TES Touch Embedded Solutions (Xiamen) Co., Ltd. Announces 2021 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 28 June 2022TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced 2021 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 4.50000000. Record date: 27 June 2022. Ex-date: 28 June 2022. Payment date: 28 June 2022.모든 업데이트 보기Recent updatesReported Earnings • Apr 30First quarter 2026 earnings released: EPS: CN¥0.16 (vs CN¥0.28 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.16 (down from CN¥0.28 in 1Q 2025). Revenue: CN¥584.3m (down 6.0% from 1Q 2025). Net income: CN¥27.7m (down 44% from 1Q 2025). Profit margin: 4.7% (down from 8.0% in 1Q 2025). The decrease in margin was driven by lower 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 24% per year, which means it is well ahead of earnings.공시 • Mar 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026Reported Earnings • Mar 19Full year 2025 earnings released: EPS: CN¥1.13 (vs CN¥1.11 in FY 2024)Full year 2025 results: EPS: CN¥1.13 (up from CN¥1.11 in FY 2024). Revenue: CN¥2.52b (up 14% from FY 2024). Net income: CN¥194.2m (up 3.2% from FY 2024). Profit margin: 7.7% (down from 8.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.공시 • Mar 18TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that it expects to receive CNY 925 million in fundingTES Touch Embedded Solutions (Xiamen) Co., Ltd. announced a private placement to issue 53,033,440 A Shares for the proceeds of CNY 925,000,000 on March 17, 2026. Issue price shall not be less than 80% of the average price in the 20 trading days before the pricing reference date. Transaction involves participation of not more than 35 investors. The shares cannot be transferred within 6 months from the issuance closing date. Transaction is approved by board of directors at 16th Meeting of the Company’s 3rd Directorate and is still subject to approval of Company’s Shareholders, the Shenzhen Stock Exchange, and the China Securities Regulatory Commission.공시 • Mar 17TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, Apr 07, 2026TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, Apr 07, 2026, at 16:00 China Standard Time. Location: The Company's Meeting Room, Xiamen, Fujian China공시 • Dec 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Fiscal Year 2025 Results on Mar 18, 2026TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report fiscal year 2025 results on Mar 18, 2026공시 • Oct 28TES TEC Debuts At Embedded World North America 2025 with Robust Interactive Outdoor Display SolutionsTES TEC will debut its pioneering intelligent interactive displays at Embedded World North America 2025. As global infrastructure increasingly relies on smart, connected technology, the demand for reliable, high-performance embedded solutions in challenging outdoor environments isaring. TES TEC's rugged displays are engineered to meet this demand, making them ideally suited for critical deployments in the rapidly expanding EV Charging Station, outdoor delivery locker, and Quick Service Restaurant (QSR) drive-thru markets, as well as other demanding outdoor applications. At Booth #5069 (a joint exhibit with GIGAIPC), TES TEC will feature its APM Series of semi-outdoor, open-frame touch monitors: APM-100 (10.1"): Features 1500 nits brightness for clear visibility, IP66 and IK09 ratings for superb reliability, and a wide operating temperature range of 20degC to 60degC. Includes a smart light sensor and multiple touch modes (glove/glass support). APM-15 (15.6") & APM-22 (21.5"): Offer 1000 nits brightness, AG/AF/Anti-UV protection, IP65 and IK08 ratings, and the same wide 20degC to 60deg C temperature range. Both models also feature hassle-free setup via an on-screen display.Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.29 (vs CN¥0.20 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.29 (up from CN¥0.20 in 3Q 2024). Revenue: CN¥669.1m (up 20% from 3Q 2024). Net income: CN¥44.0m (up 35% from 3Q 2024). Profit margin: 6.6% (up from 5.9% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.공시 • Sep 30TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025New Risk • Aug 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.1% 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 Dividend is not well covered by cash flows (110% cash payout ratio). Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥36.40, the stock trades at a trailing P/E ratio of 36.4x. Average trailing P/E is 57x in the Electronic industry in China. Total returns to shareholders of 72% over the past three years.공시 • Jul 02TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report First Half, 2025 Results on Aug 27, 2025TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report first half, 2025 results on Aug 27, 2025New Risk • May 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (93% cash payout ratio). Large one-off items impacting financial results.공시 • Apr 29TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2025TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2025, at 16:00 China Standard Time.New Risk • Apr 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.8% 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 (8.8% average weekly change).Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥28.48, the stock trades at a trailing P/E ratio of 21.2x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 76% over the past three years.공시 • Mar 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥37.30, the stock trades at a trailing P/E ratio of 27.8x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 123% over the past three years.분석 기사 • Feb 24TES Touch Embedded Solutions (Xiamen) Co., Ltd.'s (SZSE:003019) Share Price Boosted 27% But Its Business Prospects Need A Lift TooTES Touch Embedded Solutions (Xiamen) Co., Ltd. ( SZSE:003019 ) shareholders have had their patience rewarded with a...Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥29.85, the stock trades at a trailing P/E ratio of 22.3x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 51% over the past three years.Buy Or Sell Opportunity • Jan 14Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 2.5% to CN¥23.96. The fair value is estimated to be CN¥19.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.3%.분석 기사 • Jan 04TES Touch Embedded Solutions (Xiamen) (SZSE:003019) Might Be Having Difficulty Using Its Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...공시 • Dec 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025분석 기사 • Nov 25Does TES Touch Embedded Solutions (Xiamen) (SZSE:003019) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Nov 06TES Touch Embedded Solutions (Xiamen)'s (SZSE:003019) Profits Appear To Have Quality IssuesThe market shrugged off TES Touch Embedded Solutions (Xiamen) Co., Ltd.'s ( SZSE:003019 ) solid earnings report. We...Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.20 (vs CN¥0.26 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.20 (down from CN¥0.26 in 3Q 2023). Revenue: CN¥556.8m (up 71% from 3Q 2023). Net income: CN¥32.7m (down 25% from 3Q 2023). Profit margin: 5.9% (down from 13% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥26.79, the stock trades at a trailing P/E ratio of 19.5x. Average trailing P/E is 43x in the Electronic industry in China. Total returns to shareholders of 54% over the past three years.공시 • Sep 30TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024New Risk • Sep 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.6% 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 (6.6% average weekly change).New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.분석 기사 • Jul 18TES Touch Embedded Solutions (Xiamen) (SZSE:003019) Has A Rock Solid Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Jul 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥22.87, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 39x in the Electronic industry in China. Total returns to shareholders of 25% over the past three years.공시 • Jun 29TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024New Risk • Jun 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. 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. Shareholders have been diluted in the past year (3.5% increase in shares outstanding).분석 기사 • Jun 05TES Touch Embedded Solutions (Xiamen)'s (SZSE:003019) Dividend Is Being Reduced To CN¥0.45TES Touch Embedded Solutions (Xiamen) Co., Ltd. ( SZSE:003019 ) has announced that on 11th of June, it will be paying a...Declared Dividend • Jun 05Dividend of CN¥0.45 announcedShareholders will receive a dividend of CN¥0.45. Ex-date: 11th June 2024 Payment date: 11th June 2024 Dividend yield will be 1.7%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 3 years. However, payments have been volatile during that time. Earnings per share has grown by 5.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • May 07Now 21% undervaluedOver the last 90 days, the stock has risen 76% to CN¥28.68. The fair value is estimated to be CN¥36.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 18%.분석 기사 • May 06Improved Earnings Required Before TES Touch Embedded Solutions (Xiamen) Co., Ltd. (SZSE:003019) Stock's 26% Jump Looks JustifiedTES Touch Embedded Solutions (Xiamen) Co., Ltd. ( SZSE:003019 ) shares have continued their recent momentum with a 26...Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥29.00, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 40x in the Electronic industry in China. Total returns to shareholders of 54% over the past three years.분석 기사 • May 05TES Touch Embedded Solutions (Xiamen)'s (SZSE:003019) Soft Earnings Are Actually Better Than They AppearThe market was pleased with the recent earnings report from TES Touch Embedded Solutions (Xiamen) Co., Ltd...공시 • Apr 30TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2024TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2024, at 16:00 China Standard Time. Location: The Company's Meeting Room, Xiamen, Fujian ChinaReported Earnings • Apr 29First quarter 2024 earnings released: EPS: CN¥0.40 (vs CN¥0.24 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.40 (up from CN¥0.24 in 1Q 2023). Revenue: CN¥641.0m (up 76% from 1Q 2023). Net income: CN¥65.3m (up 73% from 1Q 2023). Profit margin: 10% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공시 • Mar 30TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024분석 기사 • Mar 25TES Touch Embedded Solutions (Xiamen) (SZSE:003019) Is Reinvesting At Lower Rates Of ReturnWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥23.39, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 39x in the Electronic industry in China. Total returns to shareholders of 11% over the past three years.분석 기사 • Mar 04There's No Escaping TES Touch Embedded Solutions (Xiamen) Co., Ltd.'s (SZSE:003019) Muted Earnings Despite A 32% Share Price RiseTES Touch Embedded Solutions (Xiamen) Co., Ltd. ( SZSE:003019 ) shareholders are no doubt pleased to see that the share...공시 • Feb 23TES Touch Embedded Solutions (Xiamen) Co., Ltd. (SZSE:003019) announces an Equity Buyback for CNY 161.57 million worth of its shares.TES Touch Embedded Solutions (Xiamen) Co., Ltd. (SZSE:003019) announces a share repurchase program. Under the program, the company will repurchase up to its A shares for a total of CNY 161.57 million. The shares will be purchased at a price not exceeding CNY 22 per share. The repurchased shares will be used for the implementation of ESOP or equity incentive plan. The program will be valid for 6 months from the commencement date.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥15.75, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 34x in the Electronic industry in China. Total loss to shareholders of 27% over the past three years.공시 • Dec 29TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Fiscal Year 2023 Results on Apr 29, 2024TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report fiscal year 2023 results on Apr 29, 2024Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: CN¥0.27 (vs CN¥0.53 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.27 (down from CN¥0.53 in 3Q 2022). Revenue: CN¥326.3m (down 31% from 3Q 2022). Net income: CN¥43.5m (down 49% from 3Q 2022). Profit margin: 13% (down from 18% in 3Q 2022). The decrease in margin was driven by lower revenue.Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.48 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.26 (down from CN¥0.48 in 2Q 2022). Revenue: CN¥313.4m (down 36% from 2Q 2022). Net income: CN¥43.5m (down 44% from 2Q 2022). Profit margin: 14% (down from 16% in 2Q 2022). The decrease in margin was driven by lower revenue.공시 • Jun 08TES Touch Embedded Solutions (Xiamen) Co., Ltd. Announces Final Cash Dividend on A Shares for the Year 2022, Payable on June 14, 2023TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced final cash dividend of CNY 8.00 per 10 shares on A shares for the year 2022. Record date is June 13, 2023, Ex-Date is June 14, 2023 and Payment Date is June 14, 2023.공시 • May 24TES Touch Embedded Solutions (Xiamen) Co., Ltd. Approves 2022 Profit Distribution PlanTES Touch Embedded Solutions (Xiamen) Co., Ltd. at its Annual General Meeting of 2022, held on 19 May 2023 approved 2022 profit distribution plan. Cash dividend/10 shares (tax included): CNY 8.00000000.Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.40 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.26 (down from CN¥0.40 in 1Q 2022). Revenue: CN¥364.3m (down 28% from 1Q 2022). Net income: CN¥37.8m (down 36% from 1Q 2022). Profit margin: 10% (down from 12% in 1Q 2022). The decrease in margin was driven by lower revenue.Buying Opportunity • Apr 25Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 1.9%. The fair value is estimated to be CN¥29.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 11%.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Director Guo Lili was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Jun 23TES Touch Embedded Solutions (Xiamen) Co., Ltd. Announces 2021 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 28 June 2022TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced 2021 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 4.50000000. Record date: 27 June 2022. Ex-date: 28 June 2022. Payment date: 28 June 2022.공시 • May 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. Approves Final Cash Dividend for the Year 2021TES Touch Embedded Solutions (Xiamen) Co., Ltd. approved final cash dividend of CNY 4.50000000 per 10 shares (tax included) for the year 2021, at its Annual General Meeting of 2021 on 27 May 2022.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥26.40, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Electronic industry in China. Total returns to shareholders of 2.7% over the past year.공시 • Apr 16TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2022TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2022, at 15:00 China Standard Time. Agenda: To consider and approve the 2021 annual report and its summary; 2021 work report of the board of directors; 2021 work report of the supervisory committee; 2021 annual accounts; 2021 profit distribution plan; and to discuss other matters.Reported Earnings • Apr 16Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥1.18 (up from CN¥1.13 in FY 2020). Revenue: CN¥1.59b (up 33% from FY 2020). Net income: CN¥150.9m (up 36% from FY 2020). Profit margin: 9.5% (in line with FY 2020). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 5.6%. Over the next year, revenue is forecast to grow 13%, compared to a 23% growth forecast for the industry in China.Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥35.54, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 30x in the Electronic industry in China. Total loss to shareholders of 9.4% over the past year.Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improved over the past weekAfter last week's 29% share price gain to CN¥32.21, the stock trades at a trailing P/E ratio of 32.5x. Average trailing P/E is 37x in the Electronic industry in China.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.37 (vs CN¥0.24 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥437.0m (up 63% from 3Q 2020). Net income: CN¥47.6m (up 106% from 3Q 2020). Profit margin: 11% (up from 8.6% in 3Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Aug 30Second quarter 2021 earnings released: EPS CN¥0.29 (vs CN¥0.24 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥386.9m (up 44% from 2Q 2020). Net income: CN¥37.0m (up 60% from 2Q 2020). Profit margin: 9.6% (up from 8.6% in 2Q 2020). The increase in margin was driven by higher revenue.공시 • Feb 24TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Fiscal Year 2020 Results on Apr 13, 2021TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report fiscal year 2020 results on Apr 13, 2021Valuation Update With 7 Day Price Move • Nov 27Market pulls back on stock over the past weekAfter last week's 16% share price decline to CN¥37.92, the stock is trading at a trailing P/E ratio of 24.6x, down from the previous P/E ratio of 29.4x. This compares to an average P/E of 45x in the Electronic industry in China.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 003019 10년 미만 동안 배당금을 지급해 왔으며 이 기간 동안 지급액은 휘발성이었습니다.배당금 증가: 003019 의 배당금 지급이 증가했지만 회사는 5 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장TES Touch Embedded Solutions (Xiamen) 배당 수익률 vs 시장003019의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (003019)1.3%시장 하위 25% (CN)0.4%시장 상위 25% (CN)1.9%업계 평균 (Electronic)1.0%분석가 예측 (003019) (최대 3년)n/a주목할만한 배당금: 003019 의 배당금( 1.31% )은 CN 시장에서 배당금 지급자의 하위 25%( 0.37% )보다 높습니다.고배당: 003019 의 배당금( 1.31% )은 CN 시장에서 배당금 지급자의 상위 25%( 1.95% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 49.6% )로 003019 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 003019 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YCN 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 12:02종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스TES Touch Embedded Solutions (Xiamen) Co., Ltd.는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yi LiuCitic Securities Co., Ltd.Jinsong ZhuHaitong International Research Limited
분석 기사 • Jun 05TES Touch Embedded Solutions (Xiamen)'s (SZSE:003019) Dividend Is Being Reduced To CN¥0.45TES Touch Embedded Solutions (Xiamen) Co., Ltd. ( SZSE:003019 ) has announced that on 11th of June, it will be paying a...
Declared Dividend • Jun 05Dividend of CN¥0.45 announcedShareholders will receive a dividend of CN¥0.45. Ex-date: 11th June 2024 Payment date: 11th June 2024 Dividend yield will be 1.7%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 3 years. However, payments have been volatile during that time. Earnings per share has grown by 5.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Feb 23TES Touch Embedded Solutions (Xiamen) Co., Ltd. (SZSE:003019) announces an Equity Buyback for CNY 161.57 million worth of its shares.TES Touch Embedded Solutions (Xiamen) Co., Ltd. (SZSE:003019) announces a share repurchase program. Under the program, the company will repurchase up to its A shares for a total of CNY 161.57 million. The shares will be purchased at a price not exceeding CNY 22 per share. The repurchased shares will be used for the implementation of ESOP or equity incentive plan. The program will be valid for 6 months from the commencement date.
공시 • Jun 08TES Touch Embedded Solutions (Xiamen) Co., Ltd. Announces Final Cash Dividend on A Shares for the Year 2022, Payable on June 14, 2023TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced final cash dividend of CNY 8.00 per 10 shares on A shares for the year 2022. Record date is June 13, 2023, Ex-Date is June 14, 2023 and Payment Date is June 14, 2023.
공시 • May 24TES Touch Embedded Solutions (Xiamen) Co., Ltd. Approves 2022 Profit Distribution PlanTES Touch Embedded Solutions (Xiamen) Co., Ltd. at its Annual General Meeting of 2022, held on 19 May 2023 approved 2022 profit distribution plan. Cash dividend/10 shares (tax included): CNY 8.00000000.
공시 • Jun 23TES Touch Embedded Solutions (Xiamen) Co., Ltd. Announces 2021 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 28 June 2022TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced 2021 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 4.50000000. Record date: 27 June 2022. Ex-date: 28 June 2022. Payment date: 28 June 2022.
Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: CN¥0.16 (vs CN¥0.28 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.16 (down from CN¥0.28 in 1Q 2025). Revenue: CN¥584.3m (down 6.0% from 1Q 2025). Net income: CN¥27.7m (down 44% from 1Q 2025). Profit margin: 4.7% (down from 8.0% in 1Q 2025). The decrease in margin was driven by lower 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 24% per year, which means it is well ahead of earnings.
공시 • Mar 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
Reported Earnings • Mar 19Full year 2025 earnings released: EPS: CN¥1.13 (vs CN¥1.11 in FY 2024)Full year 2025 results: EPS: CN¥1.13 (up from CN¥1.11 in FY 2024). Revenue: CN¥2.52b (up 14% from FY 2024). Net income: CN¥194.2m (up 3.2% from FY 2024). Profit margin: 7.7% (down from 8.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
공시 • Mar 18TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that it expects to receive CNY 925 million in fundingTES Touch Embedded Solutions (Xiamen) Co., Ltd. announced a private placement to issue 53,033,440 A Shares for the proceeds of CNY 925,000,000 on March 17, 2026. Issue price shall not be less than 80% of the average price in the 20 trading days before the pricing reference date. Transaction involves participation of not more than 35 investors. The shares cannot be transferred within 6 months from the issuance closing date. Transaction is approved by board of directors at 16th Meeting of the Company’s 3rd Directorate and is still subject to approval of Company’s Shareholders, the Shenzhen Stock Exchange, and the China Securities Regulatory Commission.
공시 • Mar 17TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, Apr 07, 2026TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, Apr 07, 2026, at 16:00 China Standard Time. Location: The Company's Meeting Room, Xiamen, Fujian China
공시 • Dec 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Fiscal Year 2025 Results on Mar 18, 2026TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report fiscal year 2025 results on Mar 18, 2026
공시 • Oct 28TES TEC Debuts At Embedded World North America 2025 with Robust Interactive Outdoor Display SolutionsTES TEC will debut its pioneering intelligent interactive displays at Embedded World North America 2025. As global infrastructure increasingly relies on smart, connected technology, the demand for reliable, high-performance embedded solutions in challenging outdoor environments isaring. TES TEC's rugged displays are engineered to meet this demand, making them ideally suited for critical deployments in the rapidly expanding EV Charging Station, outdoor delivery locker, and Quick Service Restaurant (QSR) drive-thru markets, as well as other demanding outdoor applications. At Booth #5069 (a joint exhibit with GIGAIPC), TES TEC will feature its APM Series of semi-outdoor, open-frame touch monitors: APM-100 (10.1"): Features 1500 nits brightness for clear visibility, IP66 and IK09 ratings for superb reliability, and a wide operating temperature range of 20degC to 60degC. Includes a smart light sensor and multiple touch modes (glove/glass support). APM-15 (15.6") & APM-22 (21.5"): Offer 1000 nits brightness, AG/AF/Anti-UV protection, IP65 and IK08 ratings, and the same wide 20degC to 60deg C temperature range. Both models also feature hassle-free setup via an on-screen display.
Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.29 (vs CN¥0.20 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.29 (up from CN¥0.20 in 3Q 2024). Revenue: CN¥669.1m (up 20% from 3Q 2024). Net income: CN¥44.0m (up 35% from 3Q 2024). Profit margin: 6.6% (up from 5.9% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
공시 • Sep 30TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
New Risk • Aug 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.1% 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 Dividend is not well covered by cash flows (110% cash payout ratio). Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥36.40, the stock trades at a trailing P/E ratio of 36.4x. Average trailing P/E is 57x in the Electronic industry in China. Total returns to shareholders of 72% over the past three years.
공시 • Jul 02TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report First Half, 2025 Results on Aug 27, 2025TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report first half, 2025 results on Aug 27, 2025
New Risk • May 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (93% cash payout ratio). Large one-off items impacting financial results.
공시 • Apr 29TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2025TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2025, at 16:00 China Standard Time.
New Risk • Apr 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.8% 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 (8.8% average weekly change).
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥28.48, the stock trades at a trailing P/E ratio of 21.2x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 76% over the past three years.
공시 • Mar 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥37.30, the stock trades at a trailing P/E ratio of 27.8x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 123% over the past three years.
분석 기사 • Feb 24TES Touch Embedded Solutions (Xiamen) Co., Ltd.'s (SZSE:003019) Share Price Boosted 27% But Its Business Prospects Need A Lift TooTES Touch Embedded Solutions (Xiamen) Co., Ltd. ( SZSE:003019 ) shareholders have had their patience rewarded with a...
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥29.85, the stock trades at a trailing P/E ratio of 22.3x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 51% over the past three years.
Buy Or Sell Opportunity • Jan 14Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 2.5% to CN¥23.96. The fair value is estimated to be CN¥19.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.3%.
분석 기사 • Jan 04TES Touch Embedded Solutions (Xiamen) (SZSE:003019) Might Be Having Difficulty Using Its Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
공시 • Dec 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025
분석 기사 • Nov 25Does TES Touch Embedded Solutions (Xiamen) (SZSE:003019) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 • Nov 06TES Touch Embedded Solutions (Xiamen)'s (SZSE:003019) Profits Appear To Have Quality IssuesThe market shrugged off TES Touch Embedded Solutions (Xiamen) Co., Ltd.'s ( SZSE:003019 ) solid earnings report. We...
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.20 (vs CN¥0.26 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.20 (down from CN¥0.26 in 3Q 2023). Revenue: CN¥556.8m (up 71% from 3Q 2023). Net income: CN¥32.7m (down 25% from 3Q 2023). Profit margin: 5.9% (down from 13% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥26.79, the stock trades at a trailing P/E ratio of 19.5x. Average trailing P/E is 43x in the Electronic industry in China. Total returns to shareholders of 54% over the past three years.
공시 • Sep 30TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
New Risk • Sep 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.6% 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 (6.6% average weekly change).
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
분석 기사 • Jul 18TES Touch Embedded Solutions (Xiamen) (SZSE:003019) Has A Rock Solid Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Jul 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥22.87, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 39x in the Electronic industry in China. Total returns to shareholders of 25% over the past three years.
공시 • Jun 29TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024
New Risk • Jun 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. 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. Shareholders have been diluted in the past year (3.5% increase in shares outstanding).
분석 기사 • Jun 05TES Touch Embedded Solutions (Xiamen)'s (SZSE:003019) Dividend Is Being Reduced To CN¥0.45TES Touch Embedded Solutions (Xiamen) Co., Ltd. ( SZSE:003019 ) has announced that on 11th of June, it will be paying a...
Declared Dividend • Jun 05Dividend of CN¥0.45 announcedShareholders will receive a dividend of CN¥0.45. Ex-date: 11th June 2024 Payment date: 11th June 2024 Dividend yield will be 1.7%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 3 years. However, payments have been volatile during that time. Earnings per share has grown by 5.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • May 07Now 21% undervaluedOver the last 90 days, the stock has risen 76% to CN¥28.68. The fair value is estimated to be CN¥36.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 18%.
분석 기사 • May 06Improved Earnings Required Before TES Touch Embedded Solutions (Xiamen) Co., Ltd. (SZSE:003019) Stock's 26% Jump Looks JustifiedTES Touch Embedded Solutions (Xiamen) Co., Ltd. ( SZSE:003019 ) shares have continued their recent momentum with a 26...
Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥29.00, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 40x in the Electronic industry in China. Total returns to shareholders of 54% over the past three years.
분석 기사 • May 05TES Touch Embedded Solutions (Xiamen)'s (SZSE:003019) Soft Earnings Are Actually Better Than They AppearThe market was pleased with the recent earnings report from TES Touch Embedded Solutions (Xiamen) Co., Ltd...
공시 • Apr 30TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2024TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2024, at 16:00 China Standard Time. Location: The Company's Meeting Room, Xiamen, Fujian China
Reported Earnings • Apr 29First quarter 2024 earnings released: EPS: CN¥0.40 (vs CN¥0.24 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.40 (up from CN¥0.24 in 1Q 2023). Revenue: CN¥641.0m (up 76% from 1Q 2023). Net income: CN¥65.3m (up 73% from 1Q 2023). Profit margin: 10% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공시 • Mar 30TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024
분석 기사 • Mar 25TES Touch Embedded Solutions (Xiamen) (SZSE:003019) Is Reinvesting At Lower Rates Of ReturnWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥23.39, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 39x in the Electronic industry in China. Total returns to shareholders of 11% over the past three years.
분석 기사 • Mar 04There's No Escaping TES Touch Embedded Solutions (Xiamen) Co., Ltd.'s (SZSE:003019) Muted Earnings Despite A 32% Share Price RiseTES Touch Embedded Solutions (Xiamen) Co., Ltd. ( SZSE:003019 ) shareholders are no doubt pleased to see that the share...
공시 • Feb 23TES Touch Embedded Solutions (Xiamen) Co., Ltd. (SZSE:003019) announces an Equity Buyback for CNY 161.57 million worth of its shares.TES Touch Embedded Solutions (Xiamen) Co., Ltd. (SZSE:003019) announces a share repurchase program. Under the program, the company will repurchase up to its A shares for a total of CNY 161.57 million. The shares will be purchased at a price not exceeding CNY 22 per share. The repurchased shares will be used for the implementation of ESOP or equity incentive plan. The program will be valid for 6 months from the commencement date.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥15.75, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 34x in the Electronic industry in China. Total loss to shareholders of 27% over the past three years.
공시 • Dec 29TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Fiscal Year 2023 Results on Apr 29, 2024TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report fiscal year 2023 results on Apr 29, 2024
Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: CN¥0.27 (vs CN¥0.53 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.27 (down from CN¥0.53 in 3Q 2022). Revenue: CN¥326.3m (down 31% from 3Q 2022). Net income: CN¥43.5m (down 49% from 3Q 2022). Profit margin: 13% (down from 18% in 3Q 2022). The decrease in margin was driven by lower revenue.
Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.48 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.26 (down from CN¥0.48 in 2Q 2022). Revenue: CN¥313.4m (down 36% from 2Q 2022). Net income: CN¥43.5m (down 44% from 2Q 2022). Profit margin: 14% (down from 16% in 2Q 2022). The decrease in margin was driven by lower revenue.
공시 • Jun 08TES Touch Embedded Solutions (Xiamen) Co., Ltd. Announces Final Cash Dividend on A Shares for the Year 2022, Payable on June 14, 2023TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced final cash dividend of CNY 8.00 per 10 shares on A shares for the year 2022. Record date is June 13, 2023, Ex-Date is June 14, 2023 and Payment Date is June 14, 2023.
공시 • May 24TES Touch Embedded Solutions (Xiamen) Co., Ltd. Approves 2022 Profit Distribution PlanTES Touch Embedded Solutions (Xiamen) Co., Ltd. at its Annual General Meeting of 2022, held on 19 May 2023 approved 2022 profit distribution plan. Cash dividend/10 shares (tax included): CNY 8.00000000.
Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.40 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.26 (down from CN¥0.40 in 1Q 2022). Revenue: CN¥364.3m (down 28% from 1Q 2022). Net income: CN¥37.8m (down 36% from 1Q 2022). Profit margin: 10% (down from 12% in 1Q 2022). The decrease in margin was driven by lower revenue.
Buying Opportunity • Apr 25Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 1.9%. The fair value is estimated to be CN¥29.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 11%.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Director Guo Lili was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Jun 23TES Touch Embedded Solutions (Xiamen) Co., Ltd. Announces 2021 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 28 June 2022TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced 2021 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 4.50000000. Record date: 27 June 2022. Ex-date: 28 June 2022. Payment date: 28 June 2022.
공시 • May 31TES Touch Embedded Solutions (Xiamen) Co., Ltd. Approves Final Cash Dividend for the Year 2021TES Touch Embedded Solutions (Xiamen) Co., Ltd. approved final cash dividend of CNY 4.50000000 per 10 shares (tax included) for the year 2021, at its Annual General Meeting of 2021 on 27 May 2022.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥26.40, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Electronic industry in China. Total returns to shareholders of 2.7% over the past year.
공시 • Apr 16TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2022TES Touch Embedded Solutions (Xiamen) Co., Ltd., Annual General Meeting, May 27, 2022, at 15:00 China Standard Time. Agenda: To consider and approve the 2021 annual report and its summary; 2021 work report of the board of directors; 2021 work report of the supervisory committee; 2021 annual accounts; 2021 profit distribution plan; and to discuss other matters.
Reported Earnings • Apr 16Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥1.18 (up from CN¥1.13 in FY 2020). Revenue: CN¥1.59b (up 33% from FY 2020). Net income: CN¥150.9m (up 36% from FY 2020). Profit margin: 9.5% (in line with FY 2020). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 5.6%. Over the next year, revenue is forecast to grow 13%, compared to a 23% growth forecast for the industry in China.
Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥35.54, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 30x in the Electronic industry in China. Total loss to shareholders of 9.4% over the past year.
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improved over the past weekAfter last week's 29% share price gain to CN¥32.21, the stock trades at a trailing P/E ratio of 32.5x. Average trailing P/E is 37x in the Electronic industry in China.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.37 (vs CN¥0.24 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥437.0m (up 63% from 3Q 2020). Net income: CN¥47.6m (up 106% from 3Q 2020). Profit margin: 11% (up from 8.6% in 3Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Aug 30Second quarter 2021 earnings released: EPS CN¥0.29 (vs CN¥0.24 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥386.9m (up 44% from 2Q 2020). Net income: CN¥37.0m (up 60% from 2Q 2020). Profit margin: 9.6% (up from 8.6% in 2Q 2020). The increase in margin was driven by higher revenue.
공시 • Feb 24TES Touch Embedded Solutions (Xiamen) Co., Ltd. to Report Fiscal Year 2020 Results on Apr 13, 2021TES Touch Embedded Solutions (Xiamen) Co., Ltd. announced that they will report fiscal year 2020 results on Apr 13, 2021
Valuation Update With 7 Day Price Move • Nov 27Market pulls back on stock over the past weekAfter last week's 16% share price decline to CN¥37.92, the stock is trading at a trailing P/E ratio of 24.6x, down from the previous P/E ratio of 29.4x. This compares to an average P/E of 45x in the Electronic industry in China.