View ValuationVobile Group 향후 성장Future 기준 점검 4/6Vobile Group (는) 각각 연간 28% 및 19.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 24.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.1% 로 예상됩니다.핵심 정보28.0%이익 성장률24.58%EPS 성장률Software 이익 성장84.3%매출 성장률19.4%향후 자기자본이익률11.07%애널리스트 커버리지Low마지막 업데이트20 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Ngai Kit Kwan 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 • Mar 11Vobile Group Limited to Report Fiscal Year 2025 Results on Mar 27, 2026Vobile Group Limited announced that they will report fiscal year 2025 results on Mar 27, 2026공시 • Aug 12Vobile Group Limited to Report First Half, 2025 Results on Aug 28, 2025Vobile Group Limited announced that they will report first half, 2025 results on Aug 28, 2025공시 • Jun 27Vobile Group Limited Announces Board ChangesVobile Group Limited at its AGM held on June 27, 2025, Mr. J David WARGO has retired as a non-executive director of the Company at the AGM and did not offer himself for re-election due to his other personal commitment. Mr. J David WARGO has confirmed that he has no disagreement with the Board and that there are no matters relating to his retirement that need to be brought to the attention of the Shareholders. Following the retirement of Mr. J David WARGO, the composition of the Board committees is as follows: Nomination Committee: Mr. Yangbin Bernard WANG (Chairman), Ms. CHAN, Laverna Jun Lin, Mr. Alfred Tsai CHU, Mr. Charles Eric EESLEY, Mr. KWAN Ngai Kit; Remuneration Committee: Mr. Charles Eric EESLEY (Chairman), Mr. Alfred Tsai CHU, Mr. KWAN Ngai Kit, Mr. Yangbin Bernard WANG, Mr. WONG Wai Kwan; Audit Committee: Mr. KWAN Ngai Kit (Chairman), Mr. Alfred Tsai CHU, Mr. Charles Eric EESLEY.공시 • Jun 04Vobile Group Limited has completed a Follow-on Equity Offering in the amount of HKD 521.64 million.Vobile Group Limited has completed a Follow-on Equity Offering in the amount of HKD 521.64 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 138,000,000 Price\Range: HKD 3.78 Transaction Features: Subsequent Direct Listing공시 • May 29Vobile Group Limited, Annual General Meeting, Jun 27, 2025Vobile Group Limited, Annual General Meeting, Jun 27, 2025, at 09:00 China Standard Time. Location: rooms 1101-02, 11/f, euro trade centre, 13-14 connaught road central, central, Hong Kong공시 • May 27Vobile Group Limited has filed a Follow-on Equity Offering in the amount of HKD 521.64 million.Vobile Group Limited has filed a Follow-on Equity Offering in the amount of HKD 521.64 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 138,000,000 Price\Range: HKD 3.78 Transaction Features: Subsequent Direct Listing공시 • Apr 14Vobile Group Limited (SEHK:3738) acquired Pexeso Inc.Vobile Group Limited (SEHK:3738) acquired Pexeso Inc on April 14, 2025. The Pex team has joined Vobile subsequent to the acquisition. Vobile Group Limited (SEHK:3738) completed the acquisition of Pexeso Inc on April 14, 2025.공시 • Mar 27Vobile, Inc. Unveils DreamMakerVobile Inc. announced the launch of DreamMaker, a platform that combines AI-powered creative video production with its copyright protection and monetization solutions. Built on top of NVIDIA Media2 technologies and leveraging NVIDIA accelerated infrastructure, DreamMaker empowers independent creators to generate, compose and publish short video content efficiently while ensuring copyright compliance to unlock revenue streams. Key features of DreamMaker include: Seamless Integration of Multimodal AI Models: Access to multiple generative AI models along with NVIDIA Media2 resources to create content. Comprehensive Production Suite: A set of powerful AI tools for video creation to streamline workflows. Built-in Copyright Protection: digital fingerprinting and watermarking technologies to ensure copyright compliance. One-Click Monetization: Turn creativity into revenue with the Vobile MAX platform. Increased revenue opportunities give strong incentives for independent creators to focus on storytelling. Supercharged Production with NVIDIA accelerated Infrastructure: Un unparalleled performance accelerated by Blackwell to boost revenue and profit for independent creators. Independent creators are adopting generative AI for their work but face several challenges, including cost, complex workflows, limited access to gen AI computing resources, and inadequate copyright protection and monetization. DreamMaker transforms the landscape by offering a variety of AI content generation tools with integrated copyright protection and seamless monetization. Vobile's industry-leading expertise in content protection and monetization, trusted by long-time customers including major Hollywood studios and TV networks, positions DreamMaker as a game-changing solution for the future entertainment ecosystem.공시 • Mar 10Vobile Group Limited to Report Fiscal Year 2024 Results on Mar 28, 2025Vobile Group Limited announced that they will report fiscal year 2024 results on Mar 28, 2025공시 • Feb 19Vobile Group Limited announced that it expects to receive HKD 234.08 million in funding from Honour International Investment (HK) LimitedVobile Group Limited공시 • Jan 09Vobile Group Limited Provides Content Management Services for Generative AI EcosystemVobile Group Limited announced its new product offering of copyright management services for generative AI ecosystem. The advancement of generative AI, accelerated by the exponential growth of GPU performances, is forcing disruptive changes in the $3 trillion media and entertainment industry. Protecting intellectual property rights is essential for the future success of the media and entertainment industry in digital economy. The generative AI ecosystem is a dynamic environment that uses artificial intelligence to create new content, such as text, images, audio, and videos. It is growing exponentially and continuously accelerated by the rapid advancement of AI. An exhibitor at CES 2025, Vobile has demonstrations in the ARIA Hospitality Suites to showcase its seamless watermarking software capabilities with live video content produced by generative AI, running on NVIDIA GPUs in the cloud.Reported Earnings • Oct 03First half 2024 earnings released: EPS: HK$0.018 (vs HK$0.013 in 1H 2023)First half 2024 results: EPS: HK$0.018 (up from HK$0.013 in 1H 2023). Revenue: HK$1.18b (up 18% from 1H 2023). Net income: HK$41.5m (up 42% from 1H 2023). Profit margin: 3.5% (up from 2.9% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.New Risk • Oct 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 13% 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 Share price has been volatile over the past 3 months (13% average weekly change). Profit margins are more than 30% lower than last year (0.2% net profit margin). Shareholders have been diluted in the past year (2.7% increase in shares outstanding).공시 • Aug 14Vobile Group Limited to Report First Half, 2024 Results on Aug 30, 2024Vobile Group Limited announced that they will report first half, 2024 results on Aug 30, 2024New Risk • Apr 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.7% 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 Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (2.7% increase in shares outstanding).Reported Earnings • Mar 26Full year 2023 earnings released: HK$0.004 loss per share (vs HK$0.02 profit in FY 2022)Full year 2023 results: HK$0.004 loss per share (down from HK$0.02 profit in FY 2022). Revenue: HK$2.00b (up 39% from FY 2022). Net loss: HK$7.82m (down 119% from profit in FY 2022). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Software industry in Hong Kong.공시 • Mar 05Vobile Group Limited to Report Fiscal Year 2023 Results on Mar 25, 2024Vobile Group Limited announced that they will report fiscal year 2023 results on Mar 25, 2024New Risk • Feb 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 11% 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 Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Jan 26Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$1.70, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 27x in the Software industry in Asia. Total loss to shareholders of 65% over the past year. Simply Wall St's valuation model estimates the intrinsic value at HK$2.56 per share.Buying Opportunity • Jan 17Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be HK$2.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 64% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 72% in 2 years. Earnings is forecast to grow by 413% in the next 2 years.Buying Opportunity • Oct 13Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be HK$2.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 64% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 70% in 2 years. Earnings is forecast to grow by 544% in the next 2 years.Buying Opportunity • Sep 18Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be HK$2.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 64% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 69% in 2 years. Earnings is forecast to grow by 544% in the next 2 years.Reported Earnings • Aug 30First half 2023 earnings released: EPS: HK$0.013 (vs HK$0.011 in 1H 2022)First half 2023 results: EPS: HK$0.013 (up from HK$0.011 in 1H 2022). Revenue: HK$1.00b (up 80% from 1H 2022). Net income: HK$29.2m (up 23% from 1H 2022). Profit margin: 2.9% (down from 4.3% in 1H 2022). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Software industry in Hong Kong.공시 • Aug 16Vobile Group Limited to Report First Half, 2023 Results on Aug 28, 2023Vobile Group Limited announced that they will report first half, 2023 results on Aug 28, 2023공시 • Jul 23Vobile Group Limited Approves the Appointment of Tang Yi Hoi as Vice-Chairman of the BoardThe Annual General Meeting of Vobile Group Limited held on 30 June 2023 elected Mr. TANG Yi Hoi Hermes as a non-executive director of the Company. Mr. Tang’s appointment as a non-executive director of the Company is subject to the approval from the Civil Service Bureau. Mr. Tang will be designated as Vice-Chairman of the board of directors of the Company upon the appointment. The appointment of Mr. Tang as a non-executive director of the Company and ViceChairman of the Board became effective on 18 July 2023, which is the date of the approval letter.공시 • Jul 01Vobile Group Limited Announces Board ChangesVobile Group Limited at its AGM held on 30 June 2023 appointed Mr. TANG Yi Hoi Hermes as a non-executive director, the appointment of Mr. TANG Yi Hoi Hermes is subject to the approval from the Civil Service Bureau. Mr. MATSUZAWA Masaaki has retired as an executive director of the Company at the AGM and did not offer himself for re-election due to change of job assignments. Upon the retirement of Mr. MATSUZAWA Masaaki, Mr. WONG Wai Kwan is re-designated as an executive director. In accordance with Rule 3.21 of the Listing Rules, Mr. WONG Wai Kwan ceased to be a member of the Audit Committee. Mr. MATSUZAWA Masaaki has confirmed that he has no disagreement with the Board and that there are no matters relating to his retirement that need to be brought to the attention of the Shareholders. Following the retirement of Mr. MATSUZAWA Masaaki, the composition of the Board committees are as follows: Nomination Committee: Mr. Alfred Tsai CHU (Chairman), Mr. CHAN Ching Yan Daniel, Mr. Charles Eric EESLEY, Mr. KWAN Ngai Kit, Mr. Yangbin Bernard WANG. Remuneration Committee: Mr. Charles Eric EESLEY (Chairman), Mr. Alfred Tsai CHU, Mr. KWAN Ngai Kit, Mr. J David WARGO, Mr. Yangbin Bernard WANG. Audit Committee: Mr. KWAN Ngai Kit (Chairman), Mr. Alfred Tsai CHU, Mr. Charles Eric EESLEY, Mr. J David WARGO.Buying Opportunity • Jun 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 35%. The fair value is estimated to be HK$3.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 65% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 30% per annum. Earnings is also forecast to grow by 58% per annum over the same time period.공시 • May 31Vobile Group Limited, Annual General Meeting, Jun 30, 2023Vobile Group Limited, Annual General Meeting, Jun 30, 2023, at 09:00 China Standard Time. Location: Room 815-818,8/F, China Insurance Group Building, No. 141 Des Voeux Road Central Hong Kong Agenda: To receive the audited consolidated financial statements of the Company and its subsidiaries and the reports of the directors and the independent auditors of the Company for the year ended 31 December 2022; to appoint Mr. TANG Yi Hoi Hermes as a non-executive director; to authorise the board of Directors to fix the Directors' remuneration; to re-appoint Ernst & Young as auditors of the Company and to authorise the Board to fix their remuneration; and to consider any other matters.Reported Earnings • May 04Full year 2022 earnings released: EPS: HK$0.02 (vs HK$0.012 loss in FY 2021)Full year 2022 results: EPS: HK$0.02 (up from HK$0.012 loss in FY 2021). Revenue: HK$1.44b (up 110% from FY 2021). Net income: HK$42.0m (up HK$64.7m from FY 2021). Profit margin: 2.9% (up from net loss in FY 2021). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Software industry in Hong Kong.Reported Earnings • Apr 01Full year 2022 earnings released: EPS: HK$0.02 (vs HK$0.012 loss in FY 2021)Full year 2022 results: EPS: HK$0.02 (up from HK$0.012 loss in FY 2021). Revenue: HK$1.44b (up 110% from FY 2021). Net income: HK$42.0m (up HK$64.7m from FY 2021). Profit margin: 2.9% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Software industry in Hong Kong.공시 • Feb 09Vobile Group Limited has completed a Follow-on Equity Offering in the amount of HKD 470.20324 million.Vobile Group Limited has completed a Follow-on Equity Offering in the amount of HKD 470.20324 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 114,127,000 Price\Range: HKD 4.12 Transaction Features: Subsequent Direct ListingBoard Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Ngai Kit Kwan 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.Reported Earnings • Oct 05First half 2022 earnings released: EPS: HK$0.011 (vs HK$0.012 in 1H 2021)First half 2022 results: EPS: HK$0.011. Revenue: HK$556.1m (up 74% from 1H 2021). Net income: HK$23.7m (up 2.6% from 1H 2021). Profit margin: 4.3% (down from 7.2% in 1H 2021). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Software industry in Hong Kong.Recent Insider Transactions • Sep 22Non-Executive Director recently bought HK$1.6m worth of stockOn the 19th of September, J. Wargo bought around 625k shares on-market at roughly HK$2.53 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought HK$14m more in shares than they have sold in the last 12 months.Reported Earnings • Sep 02First half 2022 earnings released: EPS: HK$0.014 (vs HK$0.012 in 1H 2021)First half 2022 results: EPS: HK$0.014 (up from HK$0.012 in 1H 2021). Revenue: HK$556.1m (up 74% from 1H 2021). Net income: HK$23.7m (up 2.6% from 1H 2021). Profit margin: 4.3% (down from 7.2% in 1H 2021). Over the next year, revenue is forecast to grow 79%, compared to a 33% growth forecast for the Software industry in Hong Kong.Board Change • Jul 07Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Ngai Kit Kwan 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.Recent Insider Transactions • Apr 27Non-Executive Director recently bought HK$3.6m worth of stockOn the 19th of April, J. Wargo bought around 928k shares on-market at roughly HK$3.92 per share. In the last 3 months, they made an even bigger purchase worth HK$4.3m. Insiders have collectively bought HK$17m more in shares than they have sold in the last 12 months.Reported Earnings • Apr 02Full year 2021 earnings releasedFull year 2021 results: Revenue: HK$686.5m (up 102% from FY 2020). Net loss: HK$22.7m (down 128% from profit in FY 2020). Over the next year, revenue is forecast to grow 93%, compared to a 29% growth forecast for the industry in Hong Kong.Buying Opportunity • Mar 16Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 51%. The fair value is estimated to be HK$4.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% per annum over the last 3 years. The company has become profitable over the last 3 years.Recent Insider Transactions • Jan 08Chairman & CEO recently bought HK$4.5m worth of stockOn the 5th of January, Yangbin Wang bought around 800k shares on-market at roughly HK$5.67 per share. This was the largest purchase by an insider in the last 3 months. Yangbin has been a buyer over the last 12 months, purchasing a net total of HK$21m worth in shares.Reported Earnings • Oct 04First half 2021 earnings released: EPS HK$0.012 (vs HK$0.043 in 1H 2020)The company reported a mediocre first half result with weaker earnings and profit margins, although revenues improved. First half 2021 results: Revenue: HK$319.5m (up 91% from 1H 2020). Net income: HK$23.1m (down 69% from 1H 2020). Profit margin: 7.2% (down from 44% in 1H 2020). The decrease in margin was driven by higher expenses.이익 및 매출 성장 예측SZSC:3738 - 애널리스트 향후 추정치 및 과거 재무 데이터 (HKD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20285,179489-154307312/31/20274,289372-214233412/31/20263,461290-554-762312/31/20252,872199470N/A9/30/20252,775201-5036N/A6/30/20252,677204-1042N/A3/31/20252,539173-673N/A12/31/20242,401143-314N/A9/30/20242,29074-589N/A6/30/20242,1794-8613N/A3/31/20242,090-2-5662N/A12/31/20232,001-8-25111N/A9/30/20231,94520N/AN/AN/A6/30/20231,8894841133N/A3/31/20231,666453185N/A12/31/20221,443422138N/A9/30/20221,18310N/AN/AN/A6/30/2022923-221247N/A3/31/2022805-22-1119N/A12/31/2021687-23-35-9N/A9/30/20215894-50-31N/A6/30/202149231-65-53N/A3/31/202141656-21-9N/A12/31/2020340812234N/A9/30/2020295582125N/A6/30/2020250342016N/A3/31/2020198-7-24-25N/A12/31/2019146-48-67-67N/A9/30/2019136-39N/A-54N/A6/30/2019124-30N/A-41N/A3/31/2019122-25N/A-37N/A12/31/2018119-20N/A-33N/A9/30/2018119-20N/A-44N/A6/30/2018120-20N/A-55N/A3/31/2018121-20N/A-32N/A12/31/2017122-20N/A-9N/A9/30/2017124-3N/A10N/A6/30/201712513N/A28N/A3/31/201712818N/A25N/A12/31/201613022N/A21N/A12/31/201513620N/A43N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 3738 의 연간 예상 수익 증가율(28%)이 saving rate(3%)보다 높습니다.수익 vs 시장: 3738 의 연간 수익(28%)이 Hong Kong 시장(12.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 3738 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 3738 의 수익(연간 19.4%)이 Hong Kong 시장(연간 8.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 3738 의 수익(연간 19.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 3738의 자본 수익률은 3년 후 11.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 22:52종가2026/05/21 00:00수익2025/12/31연간 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 소스Vobile Group Limited는 6명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Zeyuan YangCitic Securities Co., Ltd.Cici ChengCLSAnull nullGuoyuan Securities (HK) Ltd3명의 분석가 더 보기
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Ngai Kit Kwan 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 • Mar 11Vobile Group Limited to Report Fiscal Year 2025 Results on Mar 27, 2026Vobile Group Limited announced that they will report fiscal year 2025 results on Mar 27, 2026
공시 • Aug 12Vobile Group Limited to Report First Half, 2025 Results on Aug 28, 2025Vobile Group Limited announced that they will report first half, 2025 results on Aug 28, 2025
공시 • Jun 27Vobile Group Limited Announces Board ChangesVobile Group Limited at its AGM held on June 27, 2025, Mr. J David WARGO has retired as a non-executive director of the Company at the AGM and did not offer himself for re-election due to his other personal commitment. Mr. J David WARGO has confirmed that he has no disagreement with the Board and that there are no matters relating to his retirement that need to be brought to the attention of the Shareholders. Following the retirement of Mr. J David WARGO, the composition of the Board committees is as follows: Nomination Committee: Mr. Yangbin Bernard WANG (Chairman), Ms. CHAN, Laverna Jun Lin, Mr. Alfred Tsai CHU, Mr. Charles Eric EESLEY, Mr. KWAN Ngai Kit; Remuneration Committee: Mr. Charles Eric EESLEY (Chairman), Mr. Alfred Tsai CHU, Mr. KWAN Ngai Kit, Mr. Yangbin Bernard WANG, Mr. WONG Wai Kwan; Audit Committee: Mr. KWAN Ngai Kit (Chairman), Mr. Alfred Tsai CHU, Mr. Charles Eric EESLEY.
공시 • Jun 04Vobile Group Limited has completed a Follow-on Equity Offering in the amount of HKD 521.64 million.Vobile Group Limited has completed a Follow-on Equity Offering in the amount of HKD 521.64 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 138,000,000 Price\Range: HKD 3.78 Transaction Features: Subsequent Direct Listing
공시 • May 29Vobile Group Limited, Annual General Meeting, Jun 27, 2025Vobile Group Limited, Annual General Meeting, Jun 27, 2025, at 09:00 China Standard Time. Location: rooms 1101-02, 11/f, euro trade centre, 13-14 connaught road central, central, Hong Kong
공시 • May 27Vobile Group Limited has filed a Follow-on Equity Offering in the amount of HKD 521.64 million.Vobile Group Limited has filed a Follow-on Equity Offering in the amount of HKD 521.64 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 138,000,000 Price\Range: HKD 3.78 Transaction Features: Subsequent Direct Listing
공시 • Apr 14Vobile Group Limited (SEHK:3738) acquired Pexeso Inc.Vobile Group Limited (SEHK:3738) acquired Pexeso Inc on April 14, 2025. The Pex team has joined Vobile subsequent to the acquisition. Vobile Group Limited (SEHK:3738) completed the acquisition of Pexeso Inc on April 14, 2025.
공시 • Mar 27Vobile, Inc. Unveils DreamMakerVobile Inc. announced the launch of DreamMaker, a platform that combines AI-powered creative video production with its copyright protection and monetization solutions. Built on top of NVIDIA Media2 technologies and leveraging NVIDIA accelerated infrastructure, DreamMaker empowers independent creators to generate, compose and publish short video content efficiently while ensuring copyright compliance to unlock revenue streams. Key features of DreamMaker include: Seamless Integration of Multimodal AI Models: Access to multiple generative AI models along with NVIDIA Media2 resources to create content. Comprehensive Production Suite: A set of powerful AI tools for video creation to streamline workflows. Built-in Copyright Protection: digital fingerprinting and watermarking technologies to ensure copyright compliance. One-Click Monetization: Turn creativity into revenue with the Vobile MAX platform. Increased revenue opportunities give strong incentives for independent creators to focus on storytelling. Supercharged Production with NVIDIA accelerated Infrastructure: Un unparalleled performance accelerated by Blackwell to boost revenue and profit for independent creators. Independent creators are adopting generative AI for their work but face several challenges, including cost, complex workflows, limited access to gen AI computing resources, and inadequate copyright protection and monetization. DreamMaker transforms the landscape by offering a variety of AI content generation tools with integrated copyright protection and seamless monetization. Vobile's industry-leading expertise in content protection and monetization, trusted by long-time customers including major Hollywood studios and TV networks, positions DreamMaker as a game-changing solution for the future entertainment ecosystem.
공시 • Mar 10Vobile Group Limited to Report Fiscal Year 2024 Results on Mar 28, 2025Vobile Group Limited announced that they will report fiscal year 2024 results on Mar 28, 2025
공시 • Feb 19Vobile Group Limited announced that it expects to receive HKD 234.08 million in funding from Honour International Investment (HK) LimitedVobile Group Limited
공시 • Jan 09Vobile Group Limited Provides Content Management Services for Generative AI EcosystemVobile Group Limited announced its new product offering of copyright management services for generative AI ecosystem. The advancement of generative AI, accelerated by the exponential growth of GPU performances, is forcing disruptive changes in the $3 trillion media and entertainment industry. Protecting intellectual property rights is essential for the future success of the media and entertainment industry in digital economy. The generative AI ecosystem is a dynamic environment that uses artificial intelligence to create new content, such as text, images, audio, and videos. It is growing exponentially and continuously accelerated by the rapid advancement of AI. An exhibitor at CES 2025, Vobile has demonstrations in the ARIA Hospitality Suites to showcase its seamless watermarking software capabilities with live video content produced by generative AI, running on NVIDIA GPUs in the cloud.
Reported Earnings • Oct 03First half 2024 earnings released: EPS: HK$0.018 (vs HK$0.013 in 1H 2023)First half 2024 results: EPS: HK$0.018 (up from HK$0.013 in 1H 2023). Revenue: HK$1.18b (up 18% from 1H 2023). Net income: HK$41.5m (up 42% from 1H 2023). Profit margin: 3.5% (up from 2.9% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
New Risk • Oct 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 13% 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 Share price has been volatile over the past 3 months (13% average weekly change). Profit margins are more than 30% lower than last year (0.2% net profit margin). Shareholders have been diluted in the past year (2.7% increase in shares outstanding).
공시 • Aug 14Vobile Group Limited to Report First Half, 2024 Results on Aug 30, 2024Vobile Group Limited announced that they will report first half, 2024 results on Aug 30, 2024
New Risk • Apr 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.7% 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 Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (2.7% increase in shares outstanding).
Reported Earnings • Mar 26Full year 2023 earnings released: HK$0.004 loss per share (vs HK$0.02 profit in FY 2022)Full year 2023 results: HK$0.004 loss per share (down from HK$0.02 profit in FY 2022). Revenue: HK$2.00b (up 39% from FY 2022). Net loss: HK$7.82m (down 119% from profit in FY 2022). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Software industry in Hong Kong.
공시 • Mar 05Vobile Group Limited to Report Fiscal Year 2023 Results on Mar 25, 2024Vobile Group Limited announced that they will report fiscal year 2023 results on Mar 25, 2024
New Risk • Feb 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 11% 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 Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Jan 26Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$1.70, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 27x in the Software industry in Asia. Total loss to shareholders of 65% over the past year. Simply Wall St's valuation model estimates the intrinsic value at HK$2.56 per share.
Buying Opportunity • Jan 17Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be HK$2.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 64% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 72% in 2 years. Earnings is forecast to grow by 413% in the next 2 years.
Buying Opportunity • Oct 13Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be HK$2.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 64% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 70% in 2 years. Earnings is forecast to grow by 544% in the next 2 years.
Buying Opportunity • Sep 18Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be HK$2.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 64% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 69% in 2 years. Earnings is forecast to grow by 544% in the next 2 years.
Reported Earnings • Aug 30First half 2023 earnings released: EPS: HK$0.013 (vs HK$0.011 in 1H 2022)First half 2023 results: EPS: HK$0.013 (up from HK$0.011 in 1H 2022). Revenue: HK$1.00b (up 80% from 1H 2022). Net income: HK$29.2m (up 23% from 1H 2022). Profit margin: 2.9% (down from 4.3% in 1H 2022). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Software industry in Hong Kong.
공시 • Aug 16Vobile Group Limited to Report First Half, 2023 Results on Aug 28, 2023Vobile Group Limited announced that they will report first half, 2023 results on Aug 28, 2023
공시 • Jul 23Vobile Group Limited Approves the Appointment of Tang Yi Hoi as Vice-Chairman of the BoardThe Annual General Meeting of Vobile Group Limited held on 30 June 2023 elected Mr. TANG Yi Hoi Hermes as a non-executive director of the Company. Mr. Tang’s appointment as a non-executive director of the Company is subject to the approval from the Civil Service Bureau. Mr. Tang will be designated as Vice-Chairman of the board of directors of the Company upon the appointment. The appointment of Mr. Tang as a non-executive director of the Company and ViceChairman of the Board became effective on 18 July 2023, which is the date of the approval letter.
공시 • Jul 01Vobile Group Limited Announces Board ChangesVobile Group Limited at its AGM held on 30 June 2023 appointed Mr. TANG Yi Hoi Hermes as a non-executive director, the appointment of Mr. TANG Yi Hoi Hermes is subject to the approval from the Civil Service Bureau. Mr. MATSUZAWA Masaaki has retired as an executive director of the Company at the AGM and did not offer himself for re-election due to change of job assignments. Upon the retirement of Mr. MATSUZAWA Masaaki, Mr. WONG Wai Kwan is re-designated as an executive director. In accordance with Rule 3.21 of the Listing Rules, Mr. WONG Wai Kwan ceased to be a member of the Audit Committee. Mr. MATSUZAWA Masaaki has confirmed that he has no disagreement with the Board and that there are no matters relating to his retirement that need to be brought to the attention of the Shareholders. Following the retirement of Mr. MATSUZAWA Masaaki, the composition of the Board committees are as follows: Nomination Committee: Mr. Alfred Tsai CHU (Chairman), Mr. CHAN Ching Yan Daniel, Mr. Charles Eric EESLEY, Mr. KWAN Ngai Kit, Mr. Yangbin Bernard WANG. Remuneration Committee: Mr. Charles Eric EESLEY (Chairman), Mr. Alfred Tsai CHU, Mr. KWAN Ngai Kit, Mr. J David WARGO, Mr. Yangbin Bernard WANG. Audit Committee: Mr. KWAN Ngai Kit (Chairman), Mr. Alfred Tsai CHU, Mr. Charles Eric EESLEY, Mr. J David WARGO.
Buying Opportunity • Jun 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 35%. The fair value is estimated to be HK$3.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 65% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 30% per annum. Earnings is also forecast to grow by 58% per annum over the same time period.
공시 • May 31Vobile Group Limited, Annual General Meeting, Jun 30, 2023Vobile Group Limited, Annual General Meeting, Jun 30, 2023, at 09:00 China Standard Time. Location: Room 815-818,8/F, China Insurance Group Building, No. 141 Des Voeux Road Central Hong Kong Agenda: To receive the audited consolidated financial statements of the Company and its subsidiaries and the reports of the directors and the independent auditors of the Company for the year ended 31 December 2022; to appoint Mr. TANG Yi Hoi Hermes as a non-executive director; to authorise the board of Directors to fix the Directors' remuneration; to re-appoint Ernst & Young as auditors of the Company and to authorise the Board to fix their remuneration; and to consider any other matters.
Reported Earnings • May 04Full year 2022 earnings released: EPS: HK$0.02 (vs HK$0.012 loss in FY 2021)Full year 2022 results: EPS: HK$0.02 (up from HK$0.012 loss in FY 2021). Revenue: HK$1.44b (up 110% from FY 2021). Net income: HK$42.0m (up HK$64.7m from FY 2021). Profit margin: 2.9% (up from net loss in FY 2021). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Software industry in Hong Kong.
Reported Earnings • Apr 01Full year 2022 earnings released: EPS: HK$0.02 (vs HK$0.012 loss in FY 2021)Full year 2022 results: EPS: HK$0.02 (up from HK$0.012 loss in FY 2021). Revenue: HK$1.44b (up 110% from FY 2021). Net income: HK$42.0m (up HK$64.7m from FY 2021). Profit margin: 2.9% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Software industry in Hong Kong.
공시 • Feb 09Vobile Group Limited has completed a Follow-on Equity Offering in the amount of HKD 470.20324 million.Vobile Group Limited has completed a Follow-on Equity Offering in the amount of HKD 470.20324 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 114,127,000 Price\Range: HKD 4.12 Transaction Features: Subsequent Direct Listing
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Ngai Kit Kwan 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.
Reported Earnings • Oct 05First half 2022 earnings released: EPS: HK$0.011 (vs HK$0.012 in 1H 2021)First half 2022 results: EPS: HK$0.011. Revenue: HK$556.1m (up 74% from 1H 2021). Net income: HK$23.7m (up 2.6% from 1H 2021). Profit margin: 4.3% (down from 7.2% in 1H 2021). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Software industry in Hong Kong.
Recent Insider Transactions • Sep 22Non-Executive Director recently bought HK$1.6m worth of stockOn the 19th of September, J. Wargo bought around 625k shares on-market at roughly HK$2.53 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought HK$14m more in shares than they have sold in the last 12 months.
Reported Earnings • Sep 02First half 2022 earnings released: EPS: HK$0.014 (vs HK$0.012 in 1H 2021)First half 2022 results: EPS: HK$0.014 (up from HK$0.012 in 1H 2021). Revenue: HK$556.1m (up 74% from 1H 2021). Net income: HK$23.7m (up 2.6% from 1H 2021). Profit margin: 4.3% (down from 7.2% in 1H 2021). Over the next year, revenue is forecast to grow 79%, compared to a 33% growth forecast for the Software industry in Hong Kong.
Board Change • Jul 07Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Ngai Kit Kwan 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.
Recent Insider Transactions • Apr 27Non-Executive Director recently bought HK$3.6m worth of stockOn the 19th of April, J. Wargo bought around 928k shares on-market at roughly HK$3.92 per share. In the last 3 months, they made an even bigger purchase worth HK$4.3m. Insiders have collectively bought HK$17m more in shares than they have sold in the last 12 months.
Reported Earnings • Apr 02Full year 2021 earnings releasedFull year 2021 results: Revenue: HK$686.5m (up 102% from FY 2020). Net loss: HK$22.7m (down 128% from profit in FY 2020). Over the next year, revenue is forecast to grow 93%, compared to a 29% growth forecast for the industry in Hong Kong.
Buying Opportunity • Mar 16Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 51%. The fair value is estimated to be HK$4.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% per annum over the last 3 years. The company has become profitable over the last 3 years.
Recent Insider Transactions • Jan 08Chairman & CEO recently bought HK$4.5m worth of stockOn the 5th of January, Yangbin Wang bought around 800k shares on-market at roughly HK$5.67 per share. This was the largest purchase by an insider in the last 3 months. Yangbin has been a buyer over the last 12 months, purchasing a net total of HK$21m worth in shares.
Reported Earnings • Oct 04First half 2021 earnings released: EPS HK$0.012 (vs HK$0.043 in 1H 2020)The company reported a mediocre first half result with weaker earnings and profit margins, although revenues improved. First half 2021 results: Revenue: HK$319.5m (up 91% from 1H 2020). Net income: HK$23.1m (down 69% from 1H 2020). Profit margin: 7.2% (down from 44% in 1H 2020). The decrease in margin was driven by higher expenses.