View ValuationPOCO Holding 향후 성장Future 기준 점검 4/6POCO Holding (는) 각각 연간 24.3% 및 22.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 26.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 19.1% 로 예상됩니다.핵심 정보24.3%이익 성장률26.90%EPS 성장률Electronic 이익 성장32.1%매출 성장률22.8%향후 자기자본이익률19.11%애널리스트 커버리지Low마지막 업데이트28 Apr 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공지 • Apr 23POCO Holding Co., Ltd., Annual General Meeting, May 15, 2026POCO Holding Co., Ltd., Annual General Meeting, May 15, 2026, at 14:30 China Standard Time. Location: 13F, Building B, No. 3157, Shahe West Road, Nanshan District, Shenzhen, Guangdong China공지 • Mar 31POCO Holding Co., Ltd. to Report Q1, 2026 Results on Apr 23, 2026POCO Holding Co., Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026공지 • Dec 31POCO Holding Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026POCO Holding Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026공지 • Sep 30POCO Holding Co., Ltd. to Report Q3, 2025 Results on Oct 22, 2025POCO Holding Co., Ltd. announced that they will report Q3, 2025 results on Oct 22, 2025공지 • Jul 02POCO Holding Co., Ltd. to Report First Half, 2025 Results on Aug 23, 2025POCO Holding Co., Ltd. announced that they will report first half, 2025 results on Aug 23, 2025공지 • May 22Poco Holding Co., Ltd. Approves Cash Dividend for 2024POCO Holding Co., Ltd. at its AGM held on 16 May 2025, approved Cash dividend/10 shares (tax included): CNY 2.00000000 for the year 2024.공지 • Apr 25POCO Holding Co., Ltd. Proposes Final Cash Dividend for 2024POCO Holding Co., Ltd. announced on 23 April 2025 the profit distribution proposal for 2024 as follows: Final cash dividend per 10 shares (tax included) of CNY 2.00000000.공지 • Apr 23POCO Holding Co., Ltd., Annual General Meeting, May 16, 2025POCO Holding Co., Ltd., Annual General Meeting, May 16, 2025, at 14:30 China Standard Time. Location: 13F, Building B, No. 3157, Shahe West Road, Nanshan District, Shenzhen, Guangdong China공지 • Mar 31POCO Holding Co., Ltd. to Report Q1, 2025 Results on Apr 23, 2025POCO Holding Co., Ltd. announced that they will report Q1, 2025 results on Apr 23, 2025공지 • Dec 31POCO Holding Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025POCO Holding Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025Buy Or Sell Opportunity • Nov 05Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to CN¥50.53. The fair value is estimated to be CN¥41.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 72% in 2 years. Earnings are forecast to grow by 75% in the next 2 years.Reported Earnings • Oct 23Third quarter 2024 earnings released: EPS: CN¥0.87 (vs CN¥0.20 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.87 (up from CN¥0.20 in 3Q 2023). Revenue: CN¥430.7m (up 58% from 3Q 2023). Net income: CN¥101.3m (up 85% from 3Q 2023). Profit margin: 24% (up from 20% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.Buy Or Sell Opportunity • Oct 21Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to CN¥50.54. The fair value is estimated to be CN¥42.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 77% in 2 years. Earnings are forecast to grow by 85% in the next 2 years.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥45.97, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥42.09 per share.공지 • Sep 30POCO Holding Co., Ltd. to Report Q3, 2024 Results on Oct 23, 2024POCO Holding Co., Ltd. announced that they will report Q3, 2024 results on Oct 23, 2024Reported Earnings • Aug 27Second quarter 2024 earnings released: EPS: CN¥0.25 (vs CN¥0.25 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.25 (up from CN¥0.25 in 2Q 2023). Revenue: CN¥461.0m (up 59% from 2Q 2023). Net income: CN¥113.7m (up 66% from 2Q 2023). Profit margin: 25% (up from 24% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.공지 • Aug 20POCO Holding Co., Ltd. Approves the Election of Zou Zhao as Non-Employee SupervisorPOCO Holding Co., Ltd. at its Extraordinary General Meeting held on 16 August 2024 approved the election of Zou Zhao as non-employee supervisor.Buy Or Sell Opportunity • Aug 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.3% to CN¥38.91. The fair value is estimated to be CN¥49.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to grow by 83% in 2 years. Earnings are forecast to grow by 91% in the next 2 years.New Risk • Jul 18New 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 7.5% 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.공지 • Jun 29POCO Holding Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024POCO Holding Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024Declared Dividend • Jun 07Dividend of CN¥0.20 announcedShareholders will receive a dividend of CN¥0.20. Ex-date: 12th June 2024 Payment date: 12th June 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (15% earnings payout ratio) but not covered by cash flows (246% cash payout ratio). The dividend has increased by an average of 21% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 108% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 20Full year 2023 earnings released: EPS: CN¥1.29 (vs CN¥1.03 in FY 2022)Full year 2023 results: EPS: CN¥1.29 (up from CN¥1.03 in FY 2022). Revenue: CN¥1.16b (up 8.7% from FY 2022). Net income: CN¥255.8m (up 33% from FY 2022). Profit margin: 22% (up from 18% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China.공지 • Mar 30POCO Holding Co., Ltd. to Report Q1, 2024 Results on Apr 25, 2024POCO Holding Co., Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥44.32, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the Electronic industry in China. Total returns to shareholders of 37% over the past three years.공지 • Dec 30POCO Holding Co., Ltd. to Report Fiscal Year 2023 Results on Apr 20, 2024POCO Holding Co., Ltd. announced that they will report fiscal year 2023 results on Apr 20, 2024Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥56.74, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 29% over the past three years.Reported Earnings • Oct 24Third quarter 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.28 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.28. Revenue: CN¥272.5m (flat on 3Q 2022). Net income: CN¥54.8m (up 4.0% from 3Q 2022). Profit margin: 20% (in line with 3Q 2022). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.공지 • Sep 30POCO Holding Co., Ltd. to Report Q3, 2023 Results on Oct 24, 2023POCO Holding Co., Ltd. announced that they will report Q3, 2023 results on Oct 24, 2023Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥67.84, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 24x in the Electronic industry in China. Total returns to shareholders of 96% over the past three years.공지 • Jun 10POCO Holding Co., Ltd. Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2022, Payable on 16 June 2023POCO Holding Co., Ltd. announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 2.00000000 for the year 2022, payable on 16 June 2023. Record date is 15 June 2023. Ex-date is 16 June 2023.공지 • May 19Poco Holding Co., Ltd. Approves Cash Dividend for the Year 2022POCO Holding Co., Ltd. held its Annual General Meeting of 2022 on 17 May 2023, during which the following proposal(s) was/were approved: Cash dividend/10 shares (tax included): CNY 2.00000000.Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: CN¥0.60 (vs CN¥0.38 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.60 (up from CN¥0.38 in 1Q 2022). Revenue: CN¥290.7m (up 23% from 1Q 2022). Net income: CN¥65.6m (up 67% from 1Q 2022). Profit margin: 23% (up from 17% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥97.72, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 26x in the Electronic industry in China.Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Zhihong Yi was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥0.51 (vs CN¥0.30 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.51 (up from CN¥0.30 in 3Q 2021). Revenue: CN¥271.6m (up 33% from 3Q 2021). Net income: CN¥52.7m (up 65% from 3Q 2021). Profit margin: 19% (up from 16% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: CN¥0.45 (vs CN¥0.32 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.45 (up from CN¥0.32 in 2Q 2021). Revenue: CN¥269.5m (up 47% from 2Q 2021). Net income: CN¥46.5m (up 44% from 2Q 2021). Profit margin: 17% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 47%, compared to a 27% growth forecast for the Electronic industry in China.Board Change • Jun 15High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Zhihong Yi was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측XSEC:300811 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20283,621802490726212/31/20273,023749331657412/31/20262,39755119143423/31/20261,90943380324N/A12/31/20251,80241883347N/A9/30/20251,73738311259N/A6/30/20251,72838224255N/A3/31/20251,711378-28201N/A12/31/20241,663376-67112N/A9/30/20241,531353141302N/A6/30/20241,373307105256N/A3/31/20241,20326216181N/A12/31/20231,159256-16161N/A9/30/20231,176250-10584N/A6/30/20231,175248-13592N/A3/31/20231,154226-19334N/A1/1/20231,066193-290-5N/A9/30/2022947167-332-52N/A6/30/2022880147-322-99N/A3/31/2022793133-241-38N/A1/1/2022726120-148-34N/A9/30/2021681113-133-19N/A6/30/2021619118-10311N/A3/31/2021561118-8711N/A12/31/2020497107-4735N/A9/30/202044798-1323N/A6/30/2020409841440N/A3/31/2020392762035N/A12/31/201940385N/A48N/A12/31/201832469N/A28N/A12/31/201733969N/A5N/A12/31/201622957N/A12N/A12/31/201514123N/A-20N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 300811 의 연간 예상 수익 증가율(24.3%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 300811 의 연간 수익(24.3%)이 CN 시장(26.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 300811 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 300811 의 수익(연간 22.8%)이 CN 시장(연간 15.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 300811 의 수익(연간 22.8%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 300811의 자본 수익률은 3년 후 19.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 11:44종가2026/05/07 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 소스POCO Holding Co., Ltd.는 5명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Hua LiChina Galaxy Securities Co., Ltd.Chao LiCitic Securities Co., Ltd.Mengluan LiuGuosen Securities Co., Ltd.2명의 분석가 더 보기
공지 • Apr 23POCO Holding Co., Ltd., Annual General Meeting, May 15, 2026POCO Holding Co., Ltd., Annual General Meeting, May 15, 2026, at 14:30 China Standard Time. Location: 13F, Building B, No. 3157, Shahe West Road, Nanshan District, Shenzhen, Guangdong China
공지 • Mar 31POCO Holding Co., Ltd. to Report Q1, 2026 Results on Apr 23, 2026POCO Holding Co., Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026
공지 • Dec 31POCO Holding Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026POCO Holding Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026
공지 • Sep 30POCO Holding Co., Ltd. to Report Q3, 2025 Results on Oct 22, 2025POCO Holding Co., Ltd. announced that they will report Q3, 2025 results on Oct 22, 2025
공지 • Jul 02POCO Holding Co., Ltd. to Report First Half, 2025 Results on Aug 23, 2025POCO Holding Co., Ltd. announced that they will report first half, 2025 results on Aug 23, 2025
공지 • May 22Poco Holding Co., Ltd. Approves Cash Dividend for 2024POCO Holding Co., Ltd. at its AGM held on 16 May 2025, approved Cash dividend/10 shares (tax included): CNY 2.00000000 for the year 2024.
공지 • Apr 25POCO Holding Co., Ltd. Proposes Final Cash Dividend for 2024POCO Holding Co., Ltd. announced on 23 April 2025 the profit distribution proposal for 2024 as follows: Final cash dividend per 10 shares (tax included) of CNY 2.00000000.
공지 • Apr 23POCO Holding Co., Ltd., Annual General Meeting, May 16, 2025POCO Holding Co., Ltd., Annual General Meeting, May 16, 2025, at 14:30 China Standard Time. Location: 13F, Building B, No. 3157, Shahe West Road, Nanshan District, Shenzhen, Guangdong China
공지 • Mar 31POCO Holding Co., Ltd. to Report Q1, 2025 Results on Apr 23, 2025POCO Holding Co., Ltd. announced that they will report Q1, 2025 results on Apr 23, 2025
공지 • Dec 31POCO Holding Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025POCO Holding Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025
Buy Or Sell Opportunity • Nov 05Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to CN¥50.53. The fair value is estimated to be CN¥41.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 72% in 2 years. Earnings are forecast to grow by 75% in the next 2 years.
Reported Earnings • Oct 23Third quarter 2024 earnings released: EPS: CN¥0.87 (vs CN¥0.20 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.87 (up from CN¥0.20 in 3Q 2023). Revenue: CN¥430.7m (up 58% from 3Q 2023). Net income: CN¥101.3m (up 85% from 3Q 2023). Profit margin: 24% (up from 20% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.
Buy Or Sell Opportunity • Oct 21Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to CN¥50.54. The fair value is estimated to be CN¥42.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 77% in 2 years. Earnings are forecast to grow by 85% in the next 2 years.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥45.97, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥42.09 per share.
공지 • Sep 30POCO Holding Co., Ltd. to Report Q3, 2024 Results on Oct 23, 2024POCO Holding Co., Ltd. announced that they will report Q3, 2024 results on Oct 23, 2024
Reported Earnings • Aug 27Second quarter 2024 earnings released: EPS: CN¥0.25 (vs CN¥0.25 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.25 (up from CN¥0.25 in 2Q 2023). Revenue: CN¥461.0m (up 59% from 2Q 2023). Net income: CN¥113.7m (up 66% from 2Q 2023). Profit margin: 25% (up from 24% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.
공지 • Aug 20POCO Holding Co., Ltd. Approves the Election of Zou Zhao as Non-Employee SupervisorPOCO Holding Co., Ltd. at its Extraordinary General Meeting held on 16 August 2024 approved the election of Zou Zhao as non-employee supervisor.
Buy Or Sell Opportunity • Aug 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.3% to CN¥38.91. The fair value is estimated to be CN¥49.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to grow by 83% in 2 years. Earnings are forecast to grow by 91% in the next 2 years.
New Risk • Jul 18New 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 7.5% 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.
공지 • Jun 29POCO Holding Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024POCO Holding Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024
Declared Dividend • Jun 07Dividend of CN¥0.20 announcedShareholders will receive a dividend of CN¥0.20. Ex-date: 12th June 2024 Payment date: 12th June 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (15% earnings payout ratio) but not covered by cash flows (246% cash payout ratio). The dividend has increased by an average of 21% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 108% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 20Full year 2023 earnings released: EPS: CN¥1.29 (vs CN¥1.03 in FY 2022)Full year 2023 results: EPS: CN¥1.29 (up from CN¥1.03 in FY 2022). Revenue: CN¥1.16b (up 8.7% from FY 2022). Net income: CN¥255.8m (up 33% from FY 2022). Profit margin: 22% (up from 18% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China.
공지 • Mar 30POCO Holding Co., Ltd. to Report Q1, 2024 Results on Apr 25, 2024POCO Holding Co., Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥44.32, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the Electronic industry in China. Total returns to shareholders of 37% over the past three years.
공지 • Dec 30POCO Holding Co., Ltd. to Report Fiscal Year 2023 Results on Apr 20, 2024POCO Holding Co., Ltd. announced that they will report fiscal year 2023 results on Apr 20, 2024
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥56.74, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 29% over the past three years.
Reported Earnings • Oct 24Third quarter 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.28 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.28. Revenue: CN¥272.5m (flat on 3Q 2022). Net income: CN¥54.8m (up 4.0% from 3Q 2022). Profit margin: 20% (in line with 3Q 2022). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.
공지 • Sep 30POCO Holding Co., Ltd. to Report Q3, 2023 Results on Oct 24, 2023POCO Holding Co., Ltd. announced that they will report Q3, 2023 results on Oct 24, 2023
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥67.84, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 24x in the Electronic industry in China. Total returns to shareholders of 96% over the past three years.
공지 • Jun 10POCO Holding Co., Ltd. Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2022, Payable on 16 June 2023POCO Holding Co., Ltd. announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 2.00000000 for the year 2022, payable on 16 June 2023. Record date is 15 June 2023. Ex-date is 16 June 2023.
공지 • May 19Poco Holding Co., Ltd. Approves Cash Dividend for the Year 2022POCO Holding Co., Ltd. held its Annual General Meeting of 2022 on 17 May 2023, during which the following proposal(s) was/were approved: Cash dividend/10 shares (tax included): CNY 2.00000000.
Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: CN¥0.60 (vs CN¥0.38 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.60 (up from CN¥0.38 in 1Q 2022). Revenue: CN¥290.7m (up 23% from 1Q 2022). Net income: CN¥65.6m (up 67% from 1Q 2022). Profit margin: 23% (up from 17% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥97.72, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 26x in the Electronic industry in China.
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Zhihong Yi was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥0.51 (vs CN¥0.30 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.51 (up from CN¥0.30 in 3Q 2021). Revenue: CN¥271.6m (up 33% from 3Q 2021). Net income: CN¥52.7m (up 65% from 3Q 2021). Profit margin: 19% (up from 16% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.
Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: CN¥0.45 (vs CN¥0.32 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.45 (up from CN¥0.32 in 2Q 2021). Revenue: CN¥269.5m (up 47% from 2Q 2021). Net income: CN¥46.5m (up 44% from 2Q 2021). Profit margin: 17% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 47%, compared to a 27% growth forecast for the Electronic industry in China.
Board Change • Jun 15High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Zhihong Yi was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.