View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsPC Partner Group 향후 성장Future 기준 점검 0/6PC Partner Group 의 수익은 연간 10.9% 감소할 것으로 예상되는 반면, 연간 수익은 0.3% 로 증가할 것으로 예상됩니다. EPS는 연간 4.8% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.5% 로 예상됩니다.핵심 정보0.3%이익 성장률-4.85%EPS 성장률Tech 이익 성장29.1%매출 성장률-10.9%향후 자기자본이익률7.45%애널리스트 커버리지Low마지막 업데이트07 Jan 2026최근 향후 성장 업데이트공시 • Jul 18PC Partner Group Limited Provides Earnings Guidance for the Six Months Ended June 30, 2025Pc Partner Group Limited provided earnings guidance for the Six Months Ended 30 June 2025. For the period, the company the Board expects the Group to report a net profit attributable to Shareholders of approximately HKD 250 million, compared to a net profit attributable to Shareholders of approximately HKD 194 million for the six months ended 30 June 2024. The change was mainly due to a significant increase in sales revenue for the six months ended 30 June 2025 which was mainly due to a strong demand for the new RTX 50 series video graphics cards launched in the first half of 2025.공시 • Feb 01PC Partner Group Limited Provides Consolidated Earnings Guidance for the Year Ended 31 December 2023PC Partner Group Limited provided consolidated earnings guidance for the year ended 31 December 2023. The group is expected to record a profit attributable to Shareholders of approximately HKD 60 million for the year ended 31 December 2023 as compared to a profit attributable to Shareholders of approximately HKD 702 million for the year ended 31 December 2022.공시 • Jan 14PC Partner Group Limited Provides Earning Guidance for the Year Ended 31 December 2022PC Partner Group Limited provided earning guidance for the year ended 31 December 2022. The board of directors of the Company informed the shareholders of the Company and potential investors that, based on the preliminary assessment of the latest unaudited consolidated management accounts of the Group for the year ended 31 December 2022 and the information currently available to the Board, it is expected that the profit attributable to Shareholders for the year ended 31 December 2022 amounts to approximately HK$700 million, representing a significant decline of approximately 70.5% from the profit attributable to Shareholders of HKD 2,374.3 million for the year ended 31 December 2021. The decline was mainly due to: (i) the reduction in revenue from the sales of the Group's own brand graphics cards as a result of price promotion strategy adopted by the Group to boost the sales of thecurrent models of its own brand video graphics cards and sales discounting programmes launched by the Group for the clearance of old inventories of its own brand video graphics cards in the second half of the year ended 31 December 2022; and (ii) the reduction in sales volume of the Group's own brand graphics cards as the market demand for such products has dropped.공시 • Dec 17Pc Partner Group Limited Provides Unaudited Consolidated Earnings Guidance for the Year Ended December 31, 2021PC Partner Group Limited provided unaudited consolidated earnings guidance for the year ended December 31, 2021. For the period, based on the preliminary assessment of the latest unaudited consolidated management accounts of the Group for the year ended 31 December 2021 and the information currently available to the Board, the Group is expected to record a profit attributable to Shareholders of the Company for the year ending 31 December 2021 of not less than HKD 2.0 billion, as compared with the profit attributable to Shareholders of the Company of HKD 207.3 million for the same period last year.공시 • Jun 22PC Partner Group Limited Provides Unaudited Consolidated Earnings Guidance for the Six Months Ended June 30, 2021PC Partner Group Limited provided unaudited consolidated earnings guidance for the six months ended June 30, 2021. For the six months, the Group is expected to record a profit attributable to Shareholders of the Company for the six months ended 30 June 2021 of not less than HKD 900 million, as compared with the profit attributable to Shareholders of the Company of HKD 31.7 million for the same period in last year.모든 업데이트 보기Recent updatesNew Risk • Jan 16New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: HK$449.9m (US$57.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (0% cash payout ratio). Market cap is less than US$100m (HK$449.9m market cap, or US$57.7m).공시 • Jan 09PC Partner Group Limited(SEHK:1263) dropped from S&P Global BMI IndexPC Partner Group Limited(SEHK:1263) dropped from S&P Global BMI IndexUpcoming Dividend • Sep 10Upcoming dividend of HK$0.25 per shareEligible shareholders must have bought the stock before 17 September 2025. Payment date: 10 October 2025. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 5.4%. Lower than top quartile of Hong Kong dividend payers (6.6%). Higher than average of industry peers (2.4%).분석 기사 • Aug 22PC Partner Group (HKG:1263) Is Increasing Its Dividend To HK$0.25PC Partner Group Limited ( HKG:1263 ) will increase its dividend on the 10th of October to HK$0.25, which is 25% higher...공시 • Aug 22PC Partner Group Limited Announces Interim Ordinary Dividend for the Six Months Ended 30 June 2025, Payable on October 10, 2025PC Partner Group Limited announced an interim ordinary dividend of HKD 0.25 per share for the the six months ended 30 June 2025. Ex-dividend date 17 September 2025. Record date 19 September 2025. Payment date 10 October 2025.Declared Dividend • Aug 22First half dividend of HK$0.25 announcedShareholders will receive a dividend of HK$0.25. Ex-date: 17th September 2025 Payment date: 10th October 2025 Dividend yield will be 5.8%, which is higher than the industry average of 0.9%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 21First half 2025 earnings released: EPS: HK$0.65 (vs HK$0.50 in 1H 2024)First half 2025 results: EPS: HK$0.65 (up from HK$0.50 in 1H 2024). Revenue: HK$6.36b (up 28% from 1H 2024). Net income: HK$250.4m (up 29% from 1H 2024). Profit margin: 3.9% (in line with 1H 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.공시 • Aug 09PC Partner Group Limited to Report First Half, 2025 Results on Aug 19, 2025PC Partner Group Limited announced that they will report first half, 2025 results on Aug 19, 2025분석 기사 • Jul 20There's Reason For Concern Over PC Partner Group Limited's (HKG:1263) Massive 26% Price JumpPC Partner Group Limited ( HKG:1263 ) shares have had a really impressive month, gaining 26% after a shaky period...공시 • Jul 18PC Partner Group Limited Provides Earnings Guidance for the Six Months Ended June 30, 2025Pc Partner Group Limited provided earnings guidance for the Six Months Ended 30 June 2025. For the period, the company the Board expects the Group to report a net profit attributable to Shareholders of approximately HKD 250 million, compared to a net profit attributable to Shareholders of approximately HKD 194 million for the six months ended 30 June 2024. The change was mainly due to a significant increase in sales revenue for the six months ended 30 June 2025 which was mainly due to a strong demand for the new RTX 50 series video graphics cards launched in the first half of 2025.Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$7.66, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 33x in the Tech industry in Hong Kong. Total returns to shareholders of 61% over the past three years.분석 기사 • May 27Returns Are Gaining Momentum At PC Partner Group (HKG:1263)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Upcoming Dividend • May 09Upcoming dividend of HK$0.15 per shareEligible shareholders must have bought the stock before 16 May 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of Hong Kong dividend payers (7.8%). Higher than average of industry peers (2.9%).분석 기사 • May 07PC Partner Group Limited (HKG:1263) Stock Rockets 27% As Investors Are Less Pessimistic Than ExpectedPC Partner Group Limited ( HKG:1263 ) shareholders have had their patience rewarded with a 27% share price jump in the...Valuation Update With 7 Day Price Move • Apr 12Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to HK$6.85, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 31x in the Tech industry in Hong Kong. Total returns to shareholders of 16% over the past three years.분석 기사 • Apr 04We Think PC Partner Group's (HKG:1263) Robust Earnings Are ConservativeThe subdued stock price reaction suggests that PC Partner Group Limited's ( HKG:1263 ) strong earnings didn't offer any...Reported Earnings • Apr 01Full year 2024 earnings released: EPS: HK$0.68 (vs HK$0.16 in FY 2023)Full year 2024 results: EPS: HK$0.68 (up from HK$0.16 in FY 2023). Revenue: HK$10.1b (up 10.0% from FY 2023). Net income: HK$262.1m (up 331% from FY 2023). Profit margin: 2.6% (up from 0.7% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Mar 25Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to HK$10.48, the stock trades at a trailing P/E ratio of 15.5x. Average trailing P/E is 17x in the Tech industry in Hong Kong. Total returns to shareholders of 46% over the past three years.Recent Insider Transactions • Mar 20Executive Director recently sold HK$530k worth of stockOn the 18th of March, Nai Nap Ho sold around 41k shares on-market at roughly HK$12.93 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of HK$621k more than they bought in the last 12 months.New Risk • Mar 10New 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: Major Risk Earnings have declined by 9.4% per year over the past 5 years. 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 (11% average weekly change).Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$9.15, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 14x in the Tech industry in Hong Kong. Total returns to shareholders of 78% over the past three years.New Risk • Mar 02New major risk - Revenue and earnings growthEarnings have declined by 9.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.4% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.공시 • Feb 28+ 1 more updatePC Partner Group Limited, Annual General Meeting, Apr 25, 2025PC Partner Group Limited, Annual General Meeting, Apr 25, 2025.분석 기사 • Feb 18Subdued Growth No Barrier To PC Partner Group Limited (HKG:1263) With Shares Advancing 26%PC Partner Group Limited ( HKG:1263 ) shares have continued their recent momentum with a 26% gain in the last month...공시 • Feb 18PC Partner Group Limited to Report Fiscal Year 2024 Final Results on Feb 28, 2025PC Partner Group Limited announced that they will report fiscal year 2024 final results on Feb 28, 2025Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$6.45, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 15x in the Tech industry in Hong Kong. Total loss to shareholders of 4.1% over the past three years.공시 • Nov 06+ 1 more updatePC Partner Group Limited Announces Board and Committee ChangesPC Partner Group Limited announced that Mr. Ip Shing Hing has tendered his resignation as an independent non-executive Director. Upon his resignation, he has ceased to be the chairman of the remuneration committee of the Board, the chairman of the nomination committee of the Board and a member of the audit committee of the Board; and Mr. Cheung Ying Sheung has tendered his resignation as an independent non-executive Director. Upon his resignation, he has ceased to be a member of each of the Remuneration Committee, the Nomination Committee and the Audit Committee. APPOINTMENT OF INDEPENDENT NON-EXECUTIVE DIRECTORS The Board announced that with effect from 5 November 2024: 1. Prof. Low Teck Seng has been appointed as an independent non-executive Director and the chairman of the Nomination Committee; 2. Mr. Jason Goh Hseng Wei has been appointed as an independent non-executive Director and a member of the Remuneration Committee; 3. Ms. Alicia Kwan Xiuying has been appointed as an independent non-executive Director and a member of the Audit Committee; 4. Mr. Chua Ser Miang has been appointed as an independent non-executive Director and the chairman of the Audit Committee; 5. Mr. Kong Chee Keong has been appointed as an independent non-executive Director and a member of the Audit Committee; and 6. Mr. Teo Chun-Wei, Benedict has been appointed as an independent non-executive Director and a member of each of the Remuneration Committee and the Nomination Committee. Prof. Low, aged 69, is a Senior Vice President at the National University of Singapore, where he oversees, manages and coordinates sustainability initiatives across the university. He was the former chief executive officer of the National Research Foundation (NRF) of Singapore, Managing Director for the Agency for Science Technology and Research and dean of engineering at the National University of Singapore. Prof. Low is also a Fellow with the Institution of Engineers Singapore and Institute of Electrical and Electronic Engineers USA. Prof. Low is currently an independent non-executive director at Key Asic Berhad and UCrest Berhad, each of which is a company listed on Bursa Malaysia. Prof. Low is also currently an independent director of The Trendlines Group Ltd., a company listed on the SGX-ST. Prof. Low is also currently serving as an independent director of Acrophyte Pte Ltd. (formerly known as Chip Eng Seng Corporation Ltd) and was also formerly an independent director of Excelpoint Technology Ltd., companies which were delisted from the SGX-ST in April 2023 and September 2022 respectively. Prof. Low received his Bachelor of Science in Electrical & Electronic Engineering in 1978 from the University of Southampton and subsequently received his Ph.D. from the same university in 1982. Mr. Goh, aged 48, is a Senior Vice President and the Head of Strategic Investments and Mergers and Acquisitions at SATS Ltd., a global leading provider of gateway services and food solutions based in Singapore and listed on the Main Board of the SGX-ST, where he oversees SATS Ltd.'s global strategic investments, acquisitions and other related business opportunities. Mr. Goh has a background of more than 20 years in finance and corporate finance and has also previously worked as an investment banker and practised as a corporate lawyer. Mr. Goh was conferred a Bachelor of Science (Social Sciences) in Accounting and Law (Double Honours) from the University of Southampton in 2001. Mr. Goh was appointed as group chief financial officer of Otto Marine Limited, a shipbuilding, ship repair and conversion, and ship chartering company for the offshore oil and gas industry, from May 2017 to November 2017. Mr. Goh joined Otto Marine during a time when the oil and gas industry was in the midst of a prolonged downturn beginning in the early 2010s. During his appointment, Mr. Goh was tasked with overseeing Otto Marine's restructuring efforts, corporate finances, financial activities, and corporate affairs. In his capacity as group chief financial officer, Mr. Goh oversaw a detailed and in-depth operational and financial review, with the aim of stabilising and revitalising Otto Marine and to prevent it from liquidation, however it was ultimately determined that a restructuring of Otto Marine's business was ultimately not practicable at the time due to prevailing market conditions. On 22 March 2018, Otto Marine was placed under judicial management and subsequently placed in liquidation on 5 October 2018.분석 기사 • Oct 23PC Partner Group Limited (HKG:1263) Stock Rockets 27% As Investors Are Less Pessimistic Than ExpectedPC Partner Group Limited ( HKG:1263 ) shareholders would be excited to see that the share price has had a great month...공시 • Oct 10PC Partner Group Limited Announces Board and Committee ChangesPC Partner Group Limited announced that Mr. Lai Kin Jerome has tendered his resignation as an independent non-executive Director with effect from 10 October 2024 due to health reasons. Mr. Lai has also ceased to be the chairman of the audit committee of the Board and a member of each of the remuneration committee, the nomination committee and the investment committee of the Board. Ms. Chan Yim, an independent non-executive Director, has been appointed by the Board as the chairman of the Audit Committee with effect from 10 October 2024 to fill the vacancy arising from Mr. Lai's resignation. As from 10 October 2024: the Audit Committee comprises three members: Ms. Chan Yim, Mr. Ip Shing Hing and Mr. Cheung Ying Sheung; the Remuneration Committee comprises four members: Mr. Ip Shing Hing, Mr. Cheung Ying Sheung, Ms. Chan Yim and Mr. Wong Shik Ho Tony; the Nomination Committee comprises four members: Mr. Ip Shing Hing, Mr. Cheung Ying Sheung, Ms. Chan Yim and Mr. Wong Shik Ho Tony; and the Investment Committee comprises four members: Mr. Wong Shik Ho Tony (as chairman), Mr. Wong Fong Pak, Mr. Leung Wah Kan and Mr. Ip Shing Hing.Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 25%After last week's 25% share price gain to HK$4.80, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 16x in the Tech industry in Hong Kong. Total returns to shareholders of 3.9% over the past three years.분석 기사 • Sep 30These 4 Measures Indicate That PC Partner Group (HKG:1263) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Sep 16Upcoming dividend of HK$0.20 per shareEligible shareholders must have bought the stock before 23 September 2024. Payment date: 16 October 2024. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 10.0%. Within top quartile of Hong Kong dividend payers (8.7%). Higher than average of industry peers (2.6%).Declared Dividend • Aug 26First half dividend of announcedShareholders will receive a dividend of . Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (4% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 9.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 26First half 2024 earnings released: EPS: HK$0.50 (vs HK$0.052 in 1H 2023)First half 2024 results: EPS: HK$0.50 (up from HK$0.052 in 1H 2023). Revenue: HK$4.94b (up 18% from 1H 2023). Net income: HK$194.1m (up HK$174.0m from 1H 2023). Profit margin: 3.9% (up from 0.5% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.공시 • Aug 23PC Partner Group Limited Announces Interim Dividend for the Six Months Ended June 30, 2024, Payable on 16 October 2024PC Partner Group Limited announced interim dividend of HKD 0.2 per share for the six months ended June 30, 2024. Ex-dividend date is 23 September 2024. Record date is 27 September 2024. Payment date is 16 October 2024.Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$4.40, the stock trades at a trailing P/E ratio of 28.1x. Average trailing P/E is 28x in the Tech industry in Hong Kong. Total returns to shareholders of 34% over the past three years.공시 • Aug 14PC Partner Group Limited to Report First Half, 2024 Results on Aug 23, 2024PC Partner Group Limited announced that they will report first half, 2024 results on Aug 23, 2024Buy Or Sell Opportunity • Jul 02Now 27% undervaluedOver the last 90 days, the stock has risen 47% to HK$4.29. The fair value is estimated to be HK$5.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.9% over the last 3 years. Earnings per share has declined by 38%.Upcoming Dividend • Jun 26Upcoming dividend of HK$0.20 per shareEligible shareholders must have bought the stock before 03 July 2024. Payment date: 24 July 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 9.0%. Within top quartile of Hong Kong dividend payers (7.9%). Higher than average of industry peers (2.2%).Buy Or Sell Opportunity • Jun 25Now 24% undervaluedOver the last 90 days, the stock has risen 44% to HK$4.44. The fair value is estimated to be HK$5.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.9% over the last 3 years. Earnings per share has declined by 38%.분석 기사 • Jun 24PC Partner Group's (HKG:1263) Dividend Will Be HK$0.20PC Partner Group Limited's ( HKG:1263 ) investors are due to receive a payment of HK$0.20 per share on 24th of July...분석 기사 • Jun 19PC Partner Group Limited (HKG:1263) Stock Rockets 60% As Investors Are Less Pessimistic Than ExpectedThe PC Partner Group Limited ( HKG:1263 ) share price has done very well over the last month, posting an excellent gain...Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 28%After last week's 28% share price gain to HK$4.06, the stock trades at a trailing P/E ratio of 25.9x. Average trailing P/E is 22x in the Tech industry in Hong Kong. Total returns to shareholders of 30% over the past three years.분석 기사 • Apr 03There May Be Reason For Hope In PC Partner Group's (HKG:1263) Disappointing EarningsShareholders appeared unconcerned with PC Partner Group Limited's ( HKG:1263 ) lackluster earnings report last week. We...공시 • Mar 15PC Partner Group Limited, Annual General Meeting, Jun 28, 2024PC Partner Group Limited, Annual General Meeting, Jun 28, 2024.Reported Earnings • Mar 15Full year 2023 earnings released: EPS: HK$0.16 (vs HK$1.81 in FY 2022)Full year 2023 results: EPS: HK$0.16 (down from HK$1.81 in FY 2022). Revenue: HK$9.17b (down 15% from FY 2022). Net income: HK$60.8m (down 91% from FY 2022). Profit margin: 0.7% (down from 6.5% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.공시 • Mar 15PC Partner Group Limited Proposes Final Dividend for the Year Ended 31 December 2023, Payable on 24 July 2024PC Partner Group Limited proposed Final Dividend of HKD 0.2 per share for the year ended 31 December 2023. Ex-dividend date is 03 July 2024. Record date is 09 July 2024. Payment date is 24 July 2024. Date of shareholders' approval of 28 June 2024.분석 기사 • Mar 11There's Reason For Concern Over PC Partner Group Limited's (HKG:1263) Massive 25% Price JumpPC Partner Group Limited ( HKG:1263 ) shares have had a really impressive month, gaining 25% after a shaky period...공시 • Mar 02PC Partner Group Limited to Report Fiscal Year 2023 Final Results on Mar 14, 2024PC Partner Group Limited announced that they will report fiscal year 2023 final results on Mar 14, 2024공시 • Feb 01PC Partner Group Limited Provides Consolidated Earnings Guidance for the Year Ended 31 December 2023PC Partner Group Limited provided consolidated earnings guidance for the year ended 31 December 2023. The group is expected to record a profit attributable to Shareholders of approximately HKD 60 million for the year ended 31 December 2023 as compared to a profit attributable to Shareholders of approximately HKD 702 million for the year ended 31 December 2022.분석 기사 • Jan 31Estimating The Intrinsic Value Of PC Partner Group Limited (HKG:1263)Key Insights Using the Dividend Discount Model, PC Partner Group fair value estimate is HK$2.62 PC Partner Group's...Upcoming Dividend • Sep 07Upcoming dividend of HK$0.10 per share at 6.0% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 06 October 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 6.0%. Lower than top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (2.3%).Reported Earnings • Aug 31First half 2023 earnings released: EPS: HK$0.052 (vs HK$2.07 in 1H 2022)First half 2023 results: EPS: HK$0.052 (down from HK$2.07 in 1H 2022). Revenue: HK$4.18b (down 37% from 1H 2022). Net income: HK$20.1m (down 98% from 1H 2022). Profit margin: 0.5% (down from 12% in 1H 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.공시 • Aug 30PC Partner Group Limited Announces Interim Dividend for the Six Months Ended June 30, 2023, Payable on 06 October 2023PC Partner Group Limited announced interim dividend of HKD 0.1 per share for the six months ended June 30, 2023. Ex-dividend date is 14 September 2023. Record date is 20 September 2023. Payment date is 06 October 2023.분석 기사 • Aug 28Investors Shouldn't Overlook The Favourable Returns On Capital At PC Partner Group (HKG:1263)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...공시 • Aug 11PC Partner Group Limited to Report First Half, 2023 Results on Aug 29, 2023PC Partner Group Limited announced that they will report first half, 2023 results on Aug 29, 2023Upcoming Dividend • Jun 13Upcoming dividend of HK$0.25 per share at 17% yieldEligible shareholders must have bought the stock before 20 June 2023. Payment date: 10 July 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 17%. Within top quartile of Hong Kong dividend payers (7.8%). Higher than average of industry peers (2.4%).분석 기사 • May 29Capital Investment Trends At PC Partner Group (HKG:1263) Look StrongWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to HK$4.73, the stock trades at a trailing P/E ratio of 2.6x. Average trailing P/E is 11x in the Tech industry in Hong Kong. Total returns to shareholders of 458% over the past three years.Reported Earnings • Mar 26Full year 2022 earnings released: EPS: HK$1.81 (vs HK$6.21 in FY 2021)Full year 2022 results: EPS: HK$1.81 (down from HK$6.21 in FY 2021). Revenue: HK$10.8b (down 30% from FY 2021). Net income: HK$702.5m (down 70% from FY 2021). Profit margin: 6.5% (down from 15% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 68% per year whereas the company’s share price has increased by 65% per year.Recent Insider Transactions Derivative • Mar 08Independent Non-Executive Director exercised options to buy HK$1.1m worth of stock.On the 3rd of March, Shing Hing Ip exercised options to buy 200k shares at a strike price of around HK$1.61, costing a total of HK$322k. As of today, Shing Hing currently holds no shares directly. Company insiders have collectively bought HK$420k more than they sold, via options and on-market transactions, in the last 12 months.분석 기사 • Feb 14Does PC Partner Group (HKG:1263) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...공시 • Jan 14PC Partner Group Limited Provides Earning Guidance for the Year Ended 31 December 2022PC Partner Group Limited provided earning guidance for the year ended 31 December 2022. The board of directors of the Company informed the shareholders of the Company and potential investors that, based on the preliminary assessment of the latest unaudited consolidated management accounts of the Group for the year ended 31 December 2022 and the information currently available to the Board, it is expected that the profit attributable to Shareholders for the year ended 31 December 2022 amounts to approximately HK$700 million, representing a significant decline of approximately 70.5% from the profit attributable to Shareholders of HKD 2,374.3 million for the year ended 31 December 2021. The decline was mainly due to: (i) the reduction in revenue from the sales of the Group's own brand graphics cards as a result of price promotion strategy adopted by the Group to boost the sales of thecurrent models of its own brand video graphics cards and sales discounting programmes launched by the Group for the clearance of old inventories of its own brand video graphics cards in the second half of the year ended 31 December 2022; and (ii) the reduction in sales volume of the Group's own brand graphics cards as the market demand for such products has dropped.공시 • Dec 06PC Partner Group Limited Appoints Chan Yim as Independent Non-Executive Director, A Member of Each of the Audit Committee, the Nomination Committee and the Remuneration Committee of the Board, All with Effect from 1 January 2023The board of directors of PC Partner Group Limited announced that Ms. Chan Yim (``Ms. Chan'') has been appointed as an independent non-executive Director, a member of each of the audit committee, the nomination committee and the remuneration committee (the ``Remuneration Committee'') of the Board, all with effect from 1 January 2023. Ms. Chan, aged 50, graduated from the Hong Kong University of Science and Technology with a bachelor's degree in Business Administration in Accounting. She is a fellow and practicing member of the Hong Kong Institute of Certified Public Accountants. Ms. Chan was appointed as company secretary of Great Wall Terroir Holdings Limited (formerly known as Great Wall Belt & Road Holdings Limited, and formerly also known as e-Kong Group Limited) (stock code: 0524) from May 2017 to March 2018. Ms. Chan has over 25 years of experience in financing, auditing, accounting and company secretarial areas. Pursuant to the letter of appointment entered into between Ms. Chan and the Company, Ms. Chan was appointed as an independent non-executive Director for a term of 3 years with effect from 1 January 2023. She is subject to retirement by rotation and re-election at the general meetings of the Company in accordance with its articles of association.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 10 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Shing Hing Ip was the last independent director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.분석 기사 • Nov 08If EPS Growth Is Important To You, PC Partner Group (HKG:1263) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...분석 기사 • Sep 22Is PC Partner Group (HKG:1263) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Upcoming Dividend • Sep 15Upcoming dividend of HK$0.80 per shareEligible shareholders must have bought the stock before 22 September 2022. Payment date: 14 October 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 49%. Within top quartile of Hong Kong dividend payers (8.3%). Higher than average of industry peers (3.3%).Reported Earnings • Aug 28First half 2022 earnings released: EPS: HK$0 (vs HK$2.47 in 1H 2021)First half 2022 results: EPS: HK$0 (down from HK$2.47 in 1H 2021). Revenue: HK$6.61b (down 3.5% from 1H 2021). Net income: HK$802.1m (down 14% from 1H 2021). Profit margin: 12% (down from 14% in 1H 2021). The decrease in margin was driven by lower revenue.공시 • Aug 27PC Partner Group Limited Announces Interim Dividend for the Six Months Ended June 30, 2022, Payable on 14 October 2022PC Partner Group Limited announced interim dividend of HKD 0.8 per share for the six months ended June 30, 2022. Ex-dividend date is 22 September 2022. Record date is 28 September 2022. Payment Date is 14 October 2022.공시 • Aug 17PC Partner Group Limited to Report Q2, 2022 Results on Aug 26, 2022PC Partner Group Limited announced that they will report Q2, 2022 results on Aug 26, 2022분석 기사 • Jul 20Here's Why PC Partner Group (HKG:1263) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Upcoming Dividend • Jun 14Upcoming dividend of HK$1.61 per shareEligible shareholders must have bought the stock before 21 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 30%. Within top quartile of Hong Kong dividend payers (7.8%). Higher than average of industry peers (3.0%).Reported Earnings • Apr 29Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: HK$6.21 (up from HK$0.56 in FY 2020). Revenue: HK$15.5b (up 99% from FY 2020). Net income: HK$2.37b (up HK$2.17b from FY 2020). Profit margin: 15% (up from 2.7% in FY 2020). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 8.4%. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 67% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 10 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Shing Hing Ip was the last independent director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Recent Insider Transactions • Apr 16Executive Director recently bought HK$99k worth of stockOn the 11th of April, Nai Ho bought around 10k shares on-market at roughly HK$9.85 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold HK$239k more in shares than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improved over the past weekAfter last week's 26% share price gain to HK$9.98, the stock trades at a trailing P/E ratio of 3.5x. Average trailing P/E is 8x in the Tech industry in Hong Kong. Total returns to shareholders of 415% over the past three years.분석 기사 • Mar 18Here's Why I Think PC Partner Group (HKG:1263) Is An Interesting StockSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Recent Insider Transactions • Dec 23Independent Non-Executive Director recently sold HK$338k worth of stockOn the 20th of December, Ying Cheung sold around 24k shares on-market at roughly HK$14.07 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.공시 • Dec 17Pc Partner Group Limited Provides Unaudited Consolidated Earnings Guidance for the Year Ended December 31, 2021PC Partner Group Limited provided unaudited consolidated earnings guidance for the year ended December 31, 2021. For the period, based on the preliminary assessment of the latest unaudited consolidated management accounts of the Group for the year ended 31 December 2021 and the information currently available to the Board, the Group is expected to record a profit attributable to Shareholders of the Company for the year ending 31 December 2021 of not less than HKD 2.0 billion, as compared with the profit attributable to Shareholders of the Company of HKD 207.3 million for the same period last year.Valuation Update With 7 Day Price Move • Dec 13Investor sentiment improved over the past weekAfter last week's 19% share price gain to HK$15.30, the stock trades at a trailing P/E ratio of 5.4x. Average forward P/E is 13x in the Tech industry in Hong Kong. Total returns to shareholders of 668% over the past three years.Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improved over the past weekAfter last week's 27% share price gain to HK$15.34, the stock trades at a trailing P/E ratio of 5.4x. Average forward P/E is 12x in the Tech industry in Hong Kong. Total returns to shareholders of 501% over the past three years.Recent Insider Transactions Derivative • Nov 23Independent Non-Executive Director exercised options to buy HK$2.8m worth of stock.On the 19th of November, Ying Cheung exercised options to buy 200k shares at a strike price of around HK$1.61, costing a total of HK$322k. As of today, Ying currently holds no shares directly. Company insiders have collectively bought HK$9.0m more than they sold, via options and on-market transactions, in the last 12 months.분석 기사 • Oct 29PC Partner Group (HKG:1263) Seems To Use Debt Rather SparinglyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to HK$9.13, the stock trades at a trailing P/E ratio of 3.2x. Average forward P/E is 13x in the Tech industry in Hong Kong. Total returns to shareholders of 238% over the past three years.분석 기사 • Oct 07With EPS Growth And More, PC Partner Group (HKG:1263) Is InterestingSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to HK$8.50, the stock trades at a trailing P/E ratio of 3x. Average trailing P/E is 9x in the Tech industry in Hong Kong. Total returns to shareholders of 143% over the past three years.Executive Departure • Sep 07Company Secretary Sau Fong Leung has left the companyOn the 1st of September, Sau Fong Leung's tenure as Company Secretary ended. We don't have any record of a personal shareholding under Sau Fong's name. Sau Fong is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 24.33 years.Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improved over the past weekAfter last week's 38% share price gain to HK$7.90, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 9x in the Tech industry in Hong Kong. Total returns to shareholders of 70% over the past three years.Reported Earnings • Aug 30First half 2021 earnings released: EPS HK$2.47 (vs HK$0.085 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: HK$6.85b (up 108% from 1H 2020). Net income: HK$932.2m (up HK$900.4m from 1H 2020). Profit margin: 14% (up from 1.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 18% share price gain to HK$5.25, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 10x in the Tech industry in Hong Kong. Total loss to shareholders of 9.3% over the past three years.분석 기사 • Jul 15Returns At PC Partner Group (HKG:1263) Are On The Way UpDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...공시 • Jun 22PC Partner Group Limited Provides Unaudited Consolidated Earnings Guidance for the Six Months Ended June 30, 2021PC Partner Group Limited provided unaudited consolidated earnings guidance for the six months ended June 30, 2021. For the six months, the Group is expected to record a profit attributable to Shareholders of the Company for the six months ended 30 June 2021 of not less than HKD 900 million, as compared with the profit attributable to Shareholders of the Company of HKD 31.7 million for the same period in last year.Upcoming Dividend • Jun 16Upcoming dividend of HK$0.22 per shareEligible shareholders must have bought the stock before 22 June 2021. Payment date: 15 July 2021. Trailing yield: 5.4%. Lower than top quartile of Hong Kong dividend payers (6.0%). Higher than average of industry peers (2.2%).Recent Insider Transactions Derivative • Jun 01Non-Executive Director exercised options to buy HK$766k worth of stock.On the 28th of May, Mee-Tak Wong Ho exercised options to buy 200k shares at a strike price of around HK$1.61, costing a total of HK$322k. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. Since September 2020, Mee-Tak Wong has owned 54.85m shares directly. Company insiders have collectively bought HK$8.7m more than they sold, via options and on-market transactions, in the last 12 months.Recent Insider Transactions Derivative • May 05Co-Founder exercised options to buy HK$4.4m worth of stock.On the 30th of April, Fong Wong exercised options to buy 1m shares at a strike price of around HK$1.61, costing a total of HK$1.6m. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. Since September 2020, Fong has owned 26.64m shares directly. Company insiders have collectively bought HK$8.4m more than they sold, via options and on-market transactions, in the last 12 months.Reported Earnings • Apr 25Full year 2020 earnings released: EPS HK$0.56 (vs HK$0.028 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: HK$7.76b (up 2.7% from FY 2019). Net income: HK$207.3m (up HK$197.0m from FY 2019). Profit margin: 2.7% (up from 0.1% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.이익 및 매출 성장 예측SEHK:1263 - 애널리스트 향후 추정치 및 과거 재무 데이터 (HKD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20279,0152371,9651,983112/31/202610,7822642,3752,393112/31/202512,7214042,5772,62916/30/202511,4933181,9072,067N/A3/31/202510,7872901,8572,011N/A12/31/202410,0822621,8081,955N/A9/30/202410,0092481,9051,990N/A6/30/20249,9362352,0012,026N/A3/31/20249,5521482,7672,801N/A12/31/20239,167613,5333,575N/A9/30/20238,755-93,6663,755N/A6/30/20238,343-803,8003,935N/A3/31/20239,5593112,9643,304N/A12/31/202210,7757022,1282,673N/A9/30/202212,9961,4733,0593,573N/A6/30/202215,2182,2443,9894,474N/A3/31/202215,3382,3095,4235,698N/A12/31/202115,4592,3746,8566,923N/A9/30/202113,3901,7416,4786,524N/A6/30/202111,3201,1086,0996,126N/A3/31/20219,5416575,3355,353N/A12/31/20207,7622074,5704,579N/A9/30/20207,5941644,1704,178N/A6/30/20207,4261213,7703,776N/A3/31/20207,491663,8663,876N/A12/31/20197,556103,9613,976N/A9/30/20197,281-697,0477,075N/A6/30/20197,005-14810,13210,173N/A3/31/20198,06461N/A9,120N/A12/31/20189,122271N/A8,067N/A9/30/201810,122450N/A4,208N/A6/30/201811,122629N/A348N/A3/31/20189,839480N/A552N/A12/31/20178,555332N/A756N/A9/30/20177,433245N/A531N/A6/30/20176,311157N/A306N/A3/31/20176,075154N/A163N/A12/31/20165,838150N/A20N/A9/30/20165,50898N/A108N/A6/30/20165,17746N/A197N/A3/31/20164,96614N/A175N/A12/31/20154,754-18N/A153N/A9/30/20154,6610N/A79N/A6/30/20154,56718N/A5N/A3/31/20154,73135N/A26N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1263 의 연간 예상 수익 증가율(0.3%)이 saving rate(2.8%) 미만입니다.수익 vs 시장: 1263 의 연간 수익(0.3%)이 Hong Kong 시장(12.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 1263 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 1263 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -10.9%).고성장 매출: 1263 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -10.9%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1263의 자본 수익률은 3년 후 7.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/01/16 01:49종가2026/01/08 00:00수익2025/06/30연간 수익2024/12/31데이터 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 소스PC Partner Group Limited는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ting Shuo ChongKGI Securities Co. Ltd.
공시 • Jul 18PC Partner Group Limited Provides Earnings Guidance for the Six Months Ended June 30, 2025Pc Partner Group Limited provided earnings guidance for the Six Months Ended 30 June 2025. For the period, the company the Board expects the Group to report a net profit attributable to Shareholders of approximately HKD 250 million, compared to a net profit attributable to Shareholders of approximately HKD 194 million for the six months ended 30 June 2024. The change was mainly due to a significant increase in sales revenue for the six months ended 30 June 2025 which was mainly due to a strong demand for the new RTX 50 series video graphics cards launched in the first half of 2025.
공시 • Feb 01PC Partner Group Limited Provides Consolidated Earnings Guidance for the Year Ended 31 December 2023PC Partner Group Limited provided consolidated earnings guidance for the year ended 31 December 2023. The group is expected to record a profit attributable to Shareholders of approximately HKD 60 million for the year ended 31 December 2023 as compared to a profit attributable to Shareholders of approximately HKD 702 million for the year ended 31 December 2022.
공시 • Jan 14PC Partner Group Limited Provides Earning Guidance for the Year Ended 31 December 2022PC Partner Group Limited provided earning guidance for the year ended 31 December 2022. The board of directors of the Company informed the shareholders of the Company and potential investors that, based on the preliminary assessment of the latest unaudited consolidated management accounts of the Group for the year ended 31 December 2022 and the information currently available to the Board, it is expected that the profit attributable to Shareholders for the year ended 31 December 2022 amounts to approximately HK$700 million, representing a significant decline of approximately 70.5% from the profit attributable to Shareholders of HKD 2,374.3 million for the year ended 31 December 2021. The decline was mainly due to: (i) the reduction in revenue from the sales of the Group's own brand graphics cards as a result of price promotion strategy adopted by the Group to boost the sales of thecurrent models of its own brand video graphics cards and sales discounting programmes launched by the Group for the clearance of old inventories of its own brand video graphics cards in the second half of the year ended 31 December 2022; and (ii) the reduction in sales volume of the Group's own brand graphics cards as the market demand for such products has dropped.
공시 • Dec 17Pc Partner Group Limited Provides Unaudited Consolidated Earnings Guidance for the Year Ended December 31, 2021PC Partner Group Limited provided unaudited consolidated earnings guidance for the year ended December 31, 2021. For the period, based on the preliminary assessment of the latest unaudited consolidated management accounts of the Group for the year ended 31 December 2021 and the information currently available to the Board, the Group is expected to record a profit attributable to Shareholders of the Company for the year ending 31 December 2021 of not less than HKD 2.0 billion, as compared with the profit attributable to Shareholders of the Company of HKD 207.3 million for the same period last year.
공시 • Jun 22PC Partner Group Limited Provides Unaudited Consolidated Earnings Guidance for the Six Months Ended June 30, 2021PC Partner Group Limited provided unaudited consolidated earnings guidance for the six months ended June 30, 2021. For the six months, the Group is expected to record a profit attributable to Shareholders of the Company for the six months ended 30 June 2021 of not less than HKD 900 million, as compared with the profit attributable to Shareholders of the Company of HKD 31.7 million for the same period in last year.
New Risk • Jan 16New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: HK$449.9m (US$57.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (0% cash payout ratio). Market cap is less than US$100m (HK$449.9m market cap, or US$57.7m).
공시 • Jan 09PC Partner Group Limited(SEHK:1263) dropped from S&P Global BMI IndexPC Partner Group Limited(SEHK:1263) dropped from S&P Global BMI Index
Upcoming Dividend • Sep 10Upcoming dividend of HK$0.25 per shareEligible shareholders must have bought the stock before 17 September 2025. Payment date: 10 October 2025. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 5.4%. Lower than top quartile of Hong Kong dividend payers (6.6%). Higher than average of industry peers (2.4%).
분석 기사 • Aug 22PC Partner Group (HKG:1263) Is Increasing Its Dividend To HK$0.25PC Partner Group Limited ( HKG:1263 ) will increase its dividend on the 10th of October to HK$0.25, which is 25% higher...
공시 • Aug 22PC Partner Group Limited Announces Interim Ordinary Dividend for the Six Months Ended 30 June 2025, Payable on October 10, 2025PC Partner Group Limited announced an interim ordinary dividend of HKD 0.25 per share for the the six months ended 30 June 2025. Ex-dividend date 17 September 2025. Record date 19 September 2025. Payment date 10 October 2025.
Declared Dividend • Aug 22First half dividend of HK$0.25 announcedShareholders will receive a dividend of HK$0.25. Ex-date: 17th September 2025 Payment date: 10th October 2025 Dividend yield will be 5.8%, which is higher than the industry average of 0.9%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 21First half 2025 earnings released: EPS: HK$0.65 (vs HK$0.50 in 1H 2024)First half 2025 results: EPS: HK$0.65 (up from HK$0.50 in 1H 2024). Revenue: HK$6.36b (up 28% from 1H 2024). Net income: HK$250.4m (up 29% from 1H 2024). Profit margin: 3.9% (in line with 1H 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
공시 • Aug 09PC Partner Group Limited to Report First Half, 2025 Results on Aug 19, 2025PC Partner Group Limited announced that they will report first half, 2025 results on Aug 19, 2025
분석 기사 • Jul 20There's Reason For Concern Over PC Partner Group Limited's (HKG:1263) Massive 26% Price JumpPC Partner Group Limited ( HKG:1263 ) shares have had a really impressive month, gaining 26% after a shaky period...
공시 • Jul 18PC Partner Group Limited Provides Earnings Guidance for the Six Months Ended June 30, 2025Pc Partner Group Limited provided earnings guidance for the Six Months Ended 30 June 2025. For the period, the company the Board expects the Group to report a net profit attributable to Shareholders of approximately HKD 250 million, compared to a net profit attributable to Shareholders of approximately HKD 194 million for the six months ended 30 June 2024. The change was mainly due to a significant increase in sales revenue for the six months ended 30 June 2025 which was mainly due to a strong demand for the new RTX 50 series video graphics cards launched in the first half of 2025.
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$7.66, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 33x in the Tech industry in Hong Kong. Total returns to shareholders of 61% over the past three years.
분석 기사 • May 27Returns Are Gaining Momentum At PC Partner Group (HKG:1263)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Upcoming Dividend • May 09Upcoming dividend of HK$0.15 per shareEligible shareholders must have bought the stock before 16 May 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of Hong Kong dividend payers (7.8%). Higher than average of industry peers (2.9%).
분석 기사 • May 07PC Partner Group Limited (HKG:1263) Stock Rockets 27% As Investors Are Less Pessimistic Than ExpectedPC Partner Group Limited ( HKG:1263 ) shareholders have had their patience rewarded with a 27% share price jump in the...
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to HK$6.85, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 31x in the Tech industry in Hong Kong. Total returns to shareholders of 16% over the past three years.
분석 기사 • Apr 04We Think PC Partner Group's (HKG:1263) Robust Earnings Are ConservativeThe subdued stock price reaction suggests that PC Partner Group Limited's ( HKG:1263 ) strong earnings didn't offer any...
Reported Earnings • Apr 01Full year 2024 earnings released: EPS: HK$0.68 (vs HK$0.16 in FY 2023)Full year 2024 results: EPS: HK$0.68 (up from HK$0.16 in FY 2023). Revenue: HK$10.1b (up 10.0% from FY 2023). Net income: HK$262.1m (up 331% from FY 2023). Profit margin: 2.6% (up from 0.7% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to HK$10.48, the stock trades at a trailing P/E ratio of 15.5x. Average trailing P/E is 17x in the Tech industry in Hong Kong. Total returns to shareholders of 46% over the past three years.
Recent Insider Transactions • Mar 20Executive Director recently sold HK$530k worth of stockOn the 18th of March, Nai Nap Ho sold around 41k shares on-market at roughly HK$12.93 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of HK$621k more than they bought in the last 12 months.
New Risk • Mar 10New 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: Major Risk Earnings have declined by 9.4% per year over the past 5 years. 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 (11% average weekly change).
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$9.15, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 14x in the Tech industry in Hong Kong. Total returns to shareholders of 78% over the past three years.
New Risk • Mar 02New major risk - Revenue and earnings growthEarnings have declined by 9.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.4% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
공시 • Feb 28+ 1 more updatePC Partner Group Limited, Annual General Meeting, Apr 25, 2025PC Partner Group Limited, Annual General Meeting, Apr 25, 2025.
분석 기사 • Feb 18Subdued Growth No Barrier To PC Partner Group Limited (HKG:1263) With Shares Advancing 26%PC Partner Group Limited ( HKG:1263 ) shares have continued their recent momentum with a 26% gain in the last month...
공시 • Feb 18PC Partner Group Limited to Report Fiscal Year 2024 Final Results on Feb 28, 2025PC Partner Group Limited announced that they will report fiscal year 2024 final results on Feb 28, 2025
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$6.45, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 15x in the Tech industry in Hong Kong. Total loss to shareholders of 4.1% over the past three years.
공시 • Nov 06+ 1 more updatePC Partner Group Limited Announces Board and Committee ChangesPC Partner Group Limited announced that Mr. Ip Shing Hing has tendered his resignation as an independent non-executive Director. Upon his resignation, he has ceased to be the chairman of the remuneration committee of the Board, the chairman of the nomination committee of the Board and a member of the audit committee of the Board; and Mr. Cheung Ying Sheung has tendered his resignation as an independent non-executive Director. Upon his resignation, he has ceased to be a member of each of the Remuneration Committee, the Nomination Committee and the Audit Committee. APPOINTMENT OF INDEPENDENT NON-EXECUTIVE DIRECTORS The Board announced that with effect from 5 November 2024: 1. Prof. Low Teck Seng has been appointed as an independent non-executive Director and the chairman of the Nomination Committee; 2. Mr. Jason Goh Hseng Wei has been appointed as an independent non-executive Director and a member of the Remuneration Committee; 3. Ms. Alicia Kwan Xiuying has been appointed as an independent non-executive Director and a member of the Audit Committee; 4. Mr. Chua Ser Miang has been appointed as an independent non-executive Director and the chairman of the Audit Committee; 5. Mr. Kong Chee Keong has been appointed as an independent non-executive Director and a member of the Audit Committee; and 6. Mr. Teo Chun-Wei, Benedict has been appointed as an independent non-executive Director and a member of each of the Remuneration Committee and the Nomination Committee. Prof. Low, aged 69, is a Senior Vice President at the National University of Singapore, where he oversees, manages and coordinates sustainability initiatives across the university. He was the former chief executive officer of the National Research Foundation (NRF) of Singapore, Managing Director for the Agency for Science Technology and Research and dean of engineering at the National University of Singapore. Prof. Low is also a Fellow with the Institution of Engineers Singapore and Institute of Electrical and Electronic Engineers USA. Prof. Low is currently an independent non-executive director at Key Asic Berhad and UCrest Berhad, each of which is a company listed on Bursa Malaysia. Prof. Low is also currently an independent director of The Trendlines Group Ltd., a company listed on the SGX-ST. Prof. Low is also currently serving as an independent director of Acrophyte Pte Ltd. (formerly known as Chip Eng Seng Corporation Ltd) and was also formerly an independent director of Excelpoint Technology Ltd., companies which were delisted from the SGX-ST in April 2023 and September 2022 respectively. Prof. Low received his Bachelor of Science in Electrical & Electronic Engineering in 1978 from the University of Southampton and subsequently received his Ph.D. from the same university in 1982. Mr. Goh, aged 48, is a Senior Vice President and the Head of Strategic Investments and Mergers and Acquisitions at SATS Ltd., a global leading provider of gateway services and food solutions based in Singapore and listed on the Main Board of the SGX-ST, where he oversees SATS Ltd.'s global strategic investments, acquisitions and other related business opportunities. Mr. Goh has a background of more than 20 years in finance and corporate finance and has also previously worked as an investment banker and practised as a corporate lawyer. Mr. Goh was conferred a Bachelor of Science (Social Sciences) in Accounting and Law (Double Honours) from the University of Southampton in 2001. Mr. Goh was appointed as group chief financial officer of Otto Marine Limited, a shipbuilding, ship repair and conversion, and ship chartering company for the offshore oil and gas industry, from May 2017 to November 2017. Mr. Goh joined Otto Marine during a time when the oil and gas industry was in the midst of a prolonged downturn beginning in the early 2010s. During his appointment, Mr. Goh was tasked with overseeing Otto Marine's restructuring efforts, corporate finances, financial activities, and corporate affairs. In his capacity as group chief financial officer, Mr. Goh oversaw a detailed and in-depth operational and financial review, with the aim of stabilising and revitalising Otto Marine and to prevent it from liquidation, however it was ultimately determined that a restructuring of Otto Marine's business was ultimately not practicable at the time due to prevailing market conditions. On 22 March 2018, Otto Marine was placed under judicial management and subsequently placed in liquidation on 5 October 2018.
분석 기사 • Oct 23PC Partner Group Limited (HKG:1263) Stock Rockets 27% As Investors Are Less Pessimistic Than ExpectedPC Partner Group Limited ( HKG:1263 ) shareholders would be excited to see that the share price has had a great month...
공시 • Oct 10PC Partner Group Limited Announces Board and Committee ChangesPC Partner Group Limited announced that Mr. Lai Kin Jerome has tendered his resignation as an independent non-executive Director with effect from 10 October 2024 due to health reasons. Mr. Lai has also ceased to be the chairman of the audit committee of the Board and a member of each of the remuneration committee, the nomination committee and the investment committee of the Board. Ms. Chan Yim, an independent non-executive Director, has been appointed by the Board as the chairman of the Audit Committee with effect from 10 October 2024 to fill the vacancy arising from Mr. Lai's resignation. As from 10 October 2024: the Audit Committee comprises three members: Ms. Chan Yim, Mr. Ip Shing Hing and Mr. Cheung Ying Sheung; the Remuneration Committee comprises four members: Mr. Ip Shing Hing, Mr. Cheung Ying Sheung, Ms. Chan Yim and Mr. Wong Shik Ho Tony; the Nomination Committee comprises four members: Mr. Ip Shing Hing, Mr. Cheung Ying Sheung, Ms. Chan Yim and Mr. Wong Shik Ho Tony; and the Investment Committee comprises four members: Mr. Wong Shik Ho Tony (as chairman), Mr. Wong Fong Pak, Mr. Leung Wah Kan and Mr. Ip Shing Hing.
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 25%After last week's 25% share price gain to HK$4.80, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 16x in the Tech industry in Hong Kong. Total returns to shareholders of 3.9% over the past three years.
분석 기사 • Sep 30These 4 Measures Indicate That PC Partner Group (HKG:1263) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Sep 16Upcoming dividend of HK$0.20 per shareEligible shareholders must have bought the stock before 23 September 2024. Payment date: 16 October 2024. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 10.0%. Within top quartile of Hong Kong dividend payers (8.7%). Higher than average of industry peers (2.6%).
Declared Dividend • Aug 26First half dividend of announcedShareholders will receive a dividend of . Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (4% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 9.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 26First half 2024 earnings released: EPS: HK$0.50 (vs HK$0.052 in 1H 2023)First half 2024 results: EPS: HK$0.50 (up from HK$0.052 in 1H 2023). Revenue: HK$4.94b (up 18% from 1H 2023). Net income: HK$194.1m (up HK$174.0m from 1H 2023). Profit margin: 3.9% (up from 0.5% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
공시 • Aug 23PC Partner Group Limited Announces Interim Dividend for the Six Months Ended June 30, 2024, Payable on 16 October 2024PC Partner Group Limited announced interim dividend of HKD 0.2 per share for the six months ended June 30, 2024. Ex-dividend date is 23 September 2024. Record date is 27 September 2024. Payment date is 16 October 2024.
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$4.40, the stock trades at a trailing P/E ratio of 28.1x. Average trailing P/E is 28x in the Tech industry in Hong Kong. Total returns to shareholders of 34% over the past three years.
공시 • Aug 14PC Partner Group Limited to Report First Half, 2024 Results on Aug 23, 2024PC Partner Group Limited announced that they will report first half, 2024 results on Aug 23, 2024
Buy Or Sell Opportunity • Jul 02Now 27% undervaluedOver the last 90 days, the stock has risen 47% to HK$4.29. The fair value is estimated to be HK$5.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.9% over the last 3 years. Earnings per share has declined by 38%.
Upcoming Dividend • Jun 26Upcoming dividend of HK$0.20 per shareEligible shareholders must have bought the stock before 03 July 2024. Payment date: 24 July 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 9.0%. Within top quartile of Hong Kong dividend payers (7.9%). Higher than average of industry peers (2.2%).
Buy Or Sell Opportunity • Jun 25Now 24% undervaluedOver the last 90 days, the stock has risen 44% to HK$4.44. The fair value is estimated to be HK$5.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.9% over the last 3 years. Earnings per share has declined by 38%.
분석 기사 • Jun 24PC Partner Group's (HKG:1263) Dividend Will Be HK$0.20PC Partner Group Limited's ( HKG:1263 ) investors are due to receive a payment of HK$0.20 per share on 24th of July...
분석 기사 • Jun 19PC Partner Group Limited (HKG:1263) Stock Rockets 60% As Investors Are Less Pessimistic Than ExpectedThe PC Partner Group Limited ( HKG:1263 ) share price has done very well over the last month, posting an excellent gain...
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 28%After last week's 28% share price gain to HK$4.06, the stock trades at a trailing P/E ratio of 25.9x. Average trailing P/E is 22x in the Tech industry in Hong Kong. Total returns to shareholders of 30% over the past three years.
분석 기사 • Apr 03There May Be Reason For Hope In PC Partner Group's (HKG:1263) Disappointing EarningsShareholders appeared unconcerned with PC Partner Group Limited's ( HKG:1263 ) lackluster earnings report last week. We...
공시 • Mar 15PC Partner Group Limited, Annual General Meeting, Jun 28, 2024PC Partner Group Limited, Annual General Meeting, Jun 28, 2024.
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: HK$0.16 (vs HK$1.81 in FY 2022)Full year 2023 results: EPS: HK$0.16 (down from HK$1.81 in FY 2022). Revenue: HK$9.17b (down 15% from FY 2022). Net income: HK$60.8m (down 91% from FY 2022). Profit margin: 0.7% (down from 6.5% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
공시 • Mar 15PC Partner Group Limited Proposes Final Dividend for the Year Ended 31 December 2023, Payable on 24 July 2024PC Partner Group Limited proposed Final Dividend of HKD 0.2 per share for the year ended 31 December 2023. Ex-dividend date is 03 July 2024. Record date is 09 July 2024. Payment date is 24 July 2024. Date of shareholders' approval of 28 June 2024.
분석 기사 • Mar 11There's Reason For Concern Over PC Partner Group Limited's (HKG:1263) Massive 25% Price JumpPC Partner Group Limited ( HKG:1263 ) shares have had a really impressive month, gaining 25% after a shaky period...
공시 • Mar 02PC Partner Group Limited to Report Fiscal Year 2023 Final Results on Mar 14, 2024PC Partner Group Limited announced that they will report fiscal year 2023 final results on Mar 14, 2024
공시 • Feb 01PC Partner Group Limited Provides Consolidated Earnings Guidance for the Year Ended 31 December 2023PC Partner Group Limited provided consolidated earnings guidance for the year ended 31 December 2023. The group is expected to record a profit attributable to Shareholders of approximately HKD 60 million for the year ended 31 December 2023 as compared to a profit attributable to Shareholders of approximately HKD 702 million for the year ended 31 December 2022.
분석 기사 • Jan 31Estimating The Intrinsic Value Of PC Partner Group Limited (HKG:1263)Key Insights Using the Dividend Discount Model, PC Partner Group fair value estimate is HK$2.62 PC Partner Group's...
Upcoming Dividend • Sep 07Upcoming dividend of HK$0.10 per share at 6.0% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 06 October 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 6.0%. Lower than top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (2.3%).
Reported Earnings • Aug 31First half 2023 earnings released: EPS: HK$0.052 (vs HK$2.07 in 1H 2022)First half 2023 results: EPS: HK$0.052 (down from HK$2.07 in 1H 2022). Revenue: HK$4.18b (down 37% from 1H 2022). Net income: HK$20.1m (down 98% from 1H 2022). Profit margin: 0.5% (down from 12% in 1H 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Aug 30PC Partner Group Limited Announces Interim Dividend for the Six Months Ended June 30, 2023, Payable on 06 October 2023PC Partner Group Limited announced interim dividend of HKD 0.1 per share for the six months ended June 30, 2023. Ex-dividend date is 14 September 2023. Record date is 20 September 2023. Payment date is 06 October 2023.
분석 기사 • Aug 28Investors Shouldn't Overlook The Favourable Returns On Capital At PC Partner Group (HKG:1263)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
공시 • Aug 11PC Partner Group Limited to Report First Half, 2023 Results on Aug 29, 2023PC Partner Group Limited announced that they will report first half, 2023 results on Aug 29, 2023
Upcoming Dividend • Jun 13Upcoming dividend of HK$0.25 per share at 17% yieldEligible shareholders must have bought the stock before 20 June 2023. Payment date: 10 July 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 17%. Within top quartile of Hong Kong dividend payers (7.8%). Higher than average of industry peers (2.4%).
분석 기사 • May 29Capital Investment Trends At PC Partner Group (HKG:1263) Look StrongWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to HK$4.73, the stock trades at a trailing P/E ratio of 2.6x. Average trailing P/E is 11x in the Tech industry in Hong Kong. Total returns to shareholders of 458% over the past three years.
Reported Earnings • Mar 26Full year 2022 earnings released: EPS: HK$1.81 (vs HK$6.21 in FY 2021)Full year 2022 results: EPS: HK$1.81 (down from HK$6.21 in FY 2021). Revenue: HK$10.8b (down 30% from FY 2021). Net income: HK$702.5m (down 70% from FY 2021). Profit margin: 6.5% (down from 15% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 68% per year whereas the company’s share price has increased by 65% per year.
Recent Insider Transactions Derivative • Mar 08Independent Non-Executive Director exercised options to buy HK$1.1m worth of stock.On the 3rd of March, Shing Hing Ip exercised options to buy 200k shares at a strike price of around HK$1.61, costing a total of HK$322k. As of today, Shing Hing currently holds no shares directly. Company insiders have collectively bought HK$420k more than they sold, via options and on-market transactions, in the last 12 months.
분석 기사 • Feb 14Does PC Partner Group (HKG:1263) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
공시 • Jan 14PC Partner Group Limited Provides Earning Guidance for the Year Ended 31 December 2022PC Partner Group Limited provided earning guidance for the year ended 31 December 2022. The board of directors of the Company informed the shareholders of the Company and potential investors that, based on the preliminary assessment of the latest unaudited consolidated management accounts of the Group for the year ended 31 December 2022 and the information currently available to the Board, it is expected that the profit attributable to Shareholders for the year ended 31 December 2022 amounts to approximately HK$700 million, representing a significant decline of approximately 70.5% from the profit attributable to Shareholders of HKD 2,374.3 million for the year ended 31 December 2021. The decline was mainly due to: (i) the reduction in revenue from the sales of the Group's own brand graphics cards as a result of price promotion strategy adopted by the Group to boost the sales of thecurrent models of its own brand video graphics cards and sales discounting programmes launched by the Group for the clearance of old inventories of its own brand video graphics cards in the second half of the year ended 31 December 2022; and (ii) the reduction in sales volume of the Group's own brand graphics cards as the market demand for such products has dropped.
공시 • Dec 06PC Partner Group Limited Appoints Chan Yim as Independent Non-Executive Director, A Member of Each of the Audit Committee, the Nomination Committee and the Remuneration Committee of the Board, All with Effect from 1 January 2023The board of directors of PC Partner Group Limited announced that Ms. Chan Yim (``Ms. Chan'') has been appointed as an independent non-executive Director, a member of each of the audit committee, the nomination committee and the remuneration committee (the ``Remuneration Committee'') of the Board, all with effect from 1 January 2023. Ms. Chan, aged 50, graduated from the Hong Kong University of Science and Technology with a bachelor's degree in Business Administration in Accounting. She is a fellow and practicing member of the Hong Kong Institute of Certified Public Accountants. Ms. Chan was appointed as company secretary of Great Wall Terroir Holdings Limited (formerly known as Great Wall Belt & Road Holdings Limited, and formerly also known as e-Kong Group Limited) (stock code: 0524) from May 2017 to March 2018. Ms. Chan has over 25 years of experience in financing, auditing, accounting and company secretarial areas. Pursuant to the letter of appointment entered into between Ms. Chan and the Company, Ms. Chan was appointed as an independent non-executive Director for a term of 3 years with effect from 1 January 2023. She is subject to retirement by rotation and re-election at the general meetings of the Company in accordance with its articles of association.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 10 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Shing Hing Ip was the last independent director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
분석 기사 • Nov 08If EPS Growth Is Important To You, PC Partner Group (HKG:1263) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 • Sep 22Is PC Partner Group (HKG:1263) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Upcoming Dividend • Sep 15Upcoming dividend of HK$0.80 per shareEligible shareholders must have bought the stock before 22 September 2022. Payment date: 14 October 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 49%. Within top quartile of Hong Kong dividend payers (8.3%). Higher than average of industry peers (3.3%).
Reported Earnings • Aug 28First half 2022 earnings released: EPS: HK$0 (vs HK$2.47 in 1H 2021)First half 2022 results: EPS: HK$0 (down from HK$2.47 in 1H 2021). Revenue: HK$6.61b (down 3.5% from 1H 2021). Net income: HK$802.1m (down 14% from 1H 2021). Profit margin: 12% (down from 14% in 1H 2021). The decrease in margin was driven by lower revenue.
공시 • Aug 27PC Partner Group Limited Announces Interim Dividend for the Six Months Ended June 30, 2022, Payable on 14 October 2022PC Partner Group Limited announced interim dividend of HKD 0.8 per share for the six months ended June 30, 2022. Ex-dividend date is 22 September 2022. Record date is 28 September 2022. Payment Date is 14 October 2022.
공시 • Aug 17PC Partner Group Limited to Report Q2, 2022 Results on Aug 26, 2022PC Partner Group Limited announced that they will report Q2, 2022 results on Aug 26, 2022
분석 기사 • Jul 20Here's Why PC Partner Group (HKG:1263) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Upcoming Dividend • Jun 14Upcoming dividend of HK$1.61 per shareEligible shareholders must have bought the stock before 21 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 30%. Within top quartile of Hong Kong dividend payers (7.8%). Higher than average of industry peers (3.0%).
Reported Earnings • Apr 29Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: HK$6.21 (up from HK$0.56 in FY 2020). Revenue: HK$15.5b (up 99% from FY 2020). Net income: HK$2.37b (up HK$2.17b from FY 2020). Profit margin: 15% (up from 2.7% in FY 2020). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 8.4%. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 67% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 10 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Shing Hing Ip was the last independent director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Recent Insider Transactions • Apr 16Executive Director recently bought HK$99k worth of stockOn the 11th of April, Nai Ho bought around 10k shares on-market at roughly HK$9.85 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold HK$239k more in shares than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improved over the past weekAfter last week's 26% share price gain to HK$9.98, the stock trades at a trailing P/E ratio of 3.5x. Average trailing P/E is 8x in the Tech industry in Hong Kong. Total returns to shareholders of 415% over the past three years.
분석 기사 • Mar 18Here's Why I Think PC Partner Group (HKG:1263) Is An Interesting StockSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Recent Insider Transactions • Dec 23Independent Non-Executive Director recently sold HK$338k worth of stockOn the 20th of December, Ying Cheung sold around 24k shares on-market at roughly HK$14.07 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
공시 • Dec 17Pc Partner Group Limited Provides Unaudited Consolidated Earnings Guidance for the Year Ended December 31, 2021PC Partner Group Limited provided unaudited consolidated earnings guidance for the year ended December 31, 2021. For the period, based on the preliminary assessment of the latest unaudited consolidated management accounts of the Group for the year ended 31 December 2021 and the information currently available to the Board, the Group is expected to record a profit attributable to Shareholders of the Company for the year ending 31 December 2021 of not less than HKD 2.0 billion, as compared with the profit attributable to Shareholders of the Company of HKD 207.3 million for the same period last year.
Valuation Update With 7 Day Price Move • Dec 13Investor sentiment improved over the past weekAfter last week's 19% share price gain to HK$15.30, the stock trades at a trailing P/E ratio of 5.4x. Average forward P/E is 13x in the Tech industry in Hong Kong. Total returns to shareholders of 668% over the past three years.
Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improved over the past weekAfter last week's 27% share price gain to HK$15.34, the stock trades at a trailing P/E ratio of 5.4x. Average forward P/E is 12x in the Tech industry in Hong Kong. Total returns to shareholders of 501% over the past three years.
Recent Insider Transactions Derivative • Nov 23Independent Non-Executive Director exercised options to buy HK$2.8m worth of stock.On the 19th of November, Ying Cheung exercised options to buy 200k shares at a strike price of around HK$1.61, costing a total of HK$322k. As of today, Ying currently holds no shares directly. Company insiders have collectively bought HK$9.0m more than they sold, via options and on-market transactions, in the last 12 months.
분석 기사 • Oct 29PC Partner Group (HKG:1263) Seems To Use Debt Rather SparinglyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to HK$9.13, the stock trades at a trailing P/E ratio of 3.2x. Average forward P/E is 13x in the Tech industry in Hong Kong. Total returns to shareholders of 238% over the past three years.
분석 기사 • Oct 07With EPS Growth And More, PC Partner Group (HKG:1263) Is InterestingSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to HK$8.50, the stock trades at a trailing P/E ratio of 3x. Average trailing P/E is 9x in the Tech industry in Hong Kong. Total returns to shareholders of 143% over the past three years.
Executive Departure • Sep 07Company Secretary Sau Fong Leung has left the companyOn the 1st of September, Sau Fong Leung's tenure as Company Secretary ended. We don't have any record of a personal shareholding under Sau Fong's name. Sau Fong is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 24.33 years.
Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improved over the past weekAfter last week's 38% share price gain to HK$7.90, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 9x in the Tech industry in Hong Kong. Total returns to shareholders of 70% over the past three years.
Reported Earnings • Aug 30First half 2021 earnings released: EPS HK$2.47 (vs HK$0.085 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: HK$6.85b (up 108% from 1H 2020). Net income: HK$932.2m (up HK$900.4m from 1H 2020). Profit margin: 14% (up from 1.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 18% share price gain to HK$5.25, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 10x in the Tech industry in Hong Kong. Total loss to shareholders of 9.3% over the past three years.
분석 기사 • Jul 15Returns At PC Partner Group (HKG:1263) Are On The Way UpDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
공시 • Jun 22PC Partner Group Limited Provides Unaudited Consolidated Earnings Guidance for the Six Months Ended June 30, 2021PC Partner Group Limited provided unaudited consolidated earnings guidance for the six months ended June 30, 2021. For the six months, the Group is expected to record a profit attributable to Shareholders of the Company for the six months ended 30 June 2021 of not less than HKD 900 million, as compared with the profit attributable to Shareholders of the Company of HKD 31.7 million for the same period in last year.
Upcoming Dividend • Jun 16Upcoming dividend of HK$0.22 per shareEligible shareholders must have bought the stock before 22 June 2021. Payment date: 15 July 2021. Trailing yield: 5.4%. Lower than top quartile of Hong Kong dividend payers (6.0%). Higher than average of industry peers (2.2%).
Recent Insider Transactions Derivative • Jun 01Non-Executive Director exercised options to buy HK$766k worth of stock.On the 28th of May, Mee-Tak Wong Ho exercised options to buy 200k shares at a strike price of around HK$1.61, costing a total of HK$322k. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. Since September 2020, Mee-Tak Wong has owned 54.85m shares directly. Company insiders have collectively bought HK$8.7m more than they sold, via options and on-market transactions, in the last 12 months.
Recent Insider Transactions Derivative • May 05Co-Founder exercised options to buy HK$4.4m worth of stock.On the 30th of April, Fong Wong exercised options to buy 1m shares at a strike price of around HK$1.61, costing a total of HK$1.6m. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. Since September 2020, Fong has owned 26.64m shares directly. Company insiders have collectively bought HK$8.4m more than they sold, via options and on-market transactions, in the last 12 months.
Reported Earnings • Apr 25Full year 2020 earnings released: EPS HK$0.56 (vs HK$0.028 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: HK$7.76b (up 2.7% from FY 2019). Net income: HK$207.3m (up HK$197.0m from FY 2019). Profit margin: 2.7% (up from 0.1% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.