View Financial HealthSMIT Holdings 배당 및 자사주 매입배당 기준 점검 0/6SMIT Holdings 은(는) 현재 수익률이 0.44% 인 배당금 지급 회사입니다. 다음 지급일은 23rd June, 2026 이며 배당락일은 다음과 같습니다. 4th June, 2026.핵심 정보0.4%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률-11.9%다음 배당 지급일23 Jun 26배당락일04 Jun 26주당 배당금n/a배당 성향-6%최근 배당 및 자사주 매입 업데이트공시 • 18hSMIT Holdings Limited Approves Final Dividend for the Year Ended 31 December 2025SMIT Holdings Limited at the Annual General Meeting Held on 29 May 2026, approved to declare a final dividend of HKD 0.01 per ordinary share of the Company in respect of the year ended 31 December 2025.Upcoming Dividend • May 28Upcoming dividend of HK$0.01 per shareEligible shareholders must have bought the stock before 04 June 2026. Payment date: 23 June 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Hong Kong dividend payers (6.9%). Lower than average of industry peers (2.4%).Declared Dividend • Mar 29Dividend of HK$0.01 announcedShareholders will receive a dividend of HK$0.01. Ex-date: 4th June 2026 Payment date: 23rd June 2026 Dividend yield will be 1.2%, which is lower than the industry average of 4.2%.공시 • May 30SMIT Holdings Limited Declares Final Dividend for the Year Ended 31 December 2024SMIT Holdings Limited at the AGM held on May 30,2025 declared a final dividend of HKD 0.01 per ordinary share of the Company in respect of the year ended 31 December 2024.Upcoming Dividend • May 29Upcoming dividend of HK$0.01 per shareEligible shareholders must have bought the stock before 05 June 2025. Payment date: 20 June 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (3.6%).공시 • Jun 01SMIT Holdings Limited Declares Final Dividend for the Year Ended 31 December 2023SMIT Holdings Limited announced that at the AGM was held on 31 May 2024, the company declare a final dividend of HKD 0.01 per ordinary share of the Company in respect of the year ended 31 December 2023.모든 업데이트 보기Recent updates공시 • 18hSMIT Holdings Limited Approves Final Dividend for the Year Ended 31 December 2025SMIT Holdings Limited at the Annual General Meeting Held on 29 May 2026, approved to declare a final dividend of HKD 0.01 per ordinary share of the Company in respect of the year ended 31 December 2025.Upcoming Dividend • May 28Upcoming dividend of HK$0.01 per shareEligible shareholders must have bought the stock before 04 June 2026. Payment date: 23 June 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Hong Kong dividend payers (6.9%). Lower than average of industry peers (2.4%).New Risk • May 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of 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 39% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (HK$134m sold). Market cap is less than US$100m (HK$373.7m market cap, or US$47.7m).Board Change • Apr 13Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Chunqian Jiang was the last independent director to join the board, commencing their role in 2026. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Declared Dividend • Mar 29Dividend of HK$0.01 announcedShareholders will receive a dividend of HK$0.01. Ex-date: 4th June 2026 Payment date: 23rd June 2026 Dividend yield will be 1.2%, which is lower than the industry average of 4.2%.공시 • Mar 28SMIT Holdings Limited, Annual General Meeting, May 29, 2026SMIT Holdings Limited, Annual General Meeting, May 29, 2026.공시 • Mar 13SMIT Holdings Limited to Report Fiscal Year 2025 Results on Mar 27, 2026SMIT Holdings Limited announced that they will report fiscal year 2025 results on Mar 27, 2026분석 기사 • Feb 13Here's Why We're Not Too Worried About SMIT Holdings' (HKG:2239) Cash Burn SituationJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...분석 기사 • Nov 26SMIT Holdings Limited's (HKG:2239) Business Is Trailing The Industry But Its Shares Aren'tWhen you see that almost half of the companies in the Electronic industry in Hong Kong have price-to-sales ratios (or...분석 기사 • Sep 29We're Hopeful That SMIT Holdings (HKG:2239) Will Use Its Cash WiselyEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Reported Earnings • Aug 24First half 2025 earnings released: US$0.048 loss per share (vs US$0.046 loss in 1H 2024)First half 2025 results: US$0.048 loss per share (further deteriorated from US$0.046 loss in 1H 2024). Revenue: US$7.07m (down 18% from 1H 2024). Net loss: US$15.7m (loss widened 5.1% from 1H 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.공시 • Aug 09SMIT Holdings Limited to Report First Half, 2025 Results on Aug 22, 2025SMIT Holdings Limited announced that they will report first half, 2025 results on Aug 22, 2025공시 • May 30SMIT Holdings Limited Declares Final Dividend for the Year Ended 31 December 2024SMIT Holdings Limited at the AGM held on May 30,2025 declared a final dividend of HKD 0.01 per ordinary share of the Company in respect of the year ended 31 December 2024.Upcoming Dividend • May 29Upcoming dividend of HK$0.01 per shareEligible shareholders must have bought the stock before 05 June 2025. Payment date: 20 June 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (3.6%).분석 기사 • May 26Companies Like SMIT Holdings (HKG:2239) Are In A Position To Invest In GrowthEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...분석 기사 • Apr 13Risks Still Elevated At These Prices As SMIT Holdings Limited (HKG:2239) Shares Dive 27%The SMIT Holdings Limited ( HKG:2239 ) share price has fared very poorly over the last month, falling by a substantial...Reported Earnings • Mar 30Full year 2024 earnings released: US$0.12 loss per share (vs US$0.043 loss in FY 2023)Full year 2024 results: US$0.12 loss per share (further deteriorated from US$0.043 loss in FY 2023). Revenue: US$14.0m (down 38% from FY 2023). Net loss: US$38.5m (loss widened 177% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.공시 • Mar 28SMIT Holdings Limited, Annual General Meeting, May 30, 2025SMIT Holdings Limited, Annual General Meeting, May 30, 2025.공시 • Mar 14SMIT Holdings Limited to Report Fiscal Year 2024 Results on Mar 27, 2025SMIT Holdings Limited announced that they will report fiscal year 2024 results on Mar 27, 2025New Risk • Mar 08New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (HK$253.4m market cap, or US$32.6m).Board Change • Jan 09Less 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. 3 experienced directors. 5 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Non-Executive Director Raymond Woo was the last independent director to join the board, commencing their role in 2016. 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 • Dec 03Some Confidence Is Lacking In SMIT Holdings Limited (HKG:2239) As Shares Slide 27%SMIT Holdings Limited ( HKG:2239 ) shares have retraced a considerable 27% in the last month, reversing a fair amount...분석 기사 • Sep 25SMIT Holdings Limited's (HKG:2239) 47% Price Boost Is Out Of Tune With RevenuesThose holding SMIT Holdings Limited ( HKG:2239 ) shares would be relieved that the share price has rebounded 47% in the...New Risk • Aug 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (HK$165.7m market cap, or US$21.3m).Reported Earnings • Aug 06First half 2024 earnings released: US$0.046 loss per share (vs US$0.001 profit in 1H 2023)First half 2024 results: US$0.046 loss per share (down from US$0.001 profit in 1H 2023). Revenue: US$8.66m (down 23% from 1H 2023). Net loss: US$14.9m (down US$15.3m from profit in 1H 2023). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 48% per year, which means it is performing significantly worse than earnings.공시 • Aug 03SMIT Holdings Limited Appoints Ying Chen as Executive DirectorThe board of directors of SMIT Holdings Limited announced that Ms. Ying Chen has been appointed as an executive director of the Company with effect from 2 August 2024. Ms. Chen, aged 43, is the executive vice president of the Group. Ms. Chen is primarily responsible for corporate investment management and information disclosure. She has over 21 years of industry experience in integrated circuit. From July 2002 to September 2003, Ms. Chen worked as a research and development engineer at Shenzhen Guoxin Micro Co. Ltd. and served as assistant to the president and human resources manager from October 2003 to May 2005. Ms. Chen joined SMIT Group Limited, a wholly-owned subsidiary of the Company, in June 2005 where she began to serve as a director of the general office of from June 2005 to November 2008, secretary of the board from December 2008 to September 2010, vice president of SMIT Group from October 2010 to March 2018, and has been serving as executive vice president of the Group since April 2018. Ms. Chen graduated from Hefei University of Technology in July 2002 with a bachelor's degree in measurement and control technology and obtained a master's degree in business administration from Peking University in July 2024.분석 기사 • Jul 29SMIT Holdings Limited (HKG:2239) Shares May Have Slumped 27% But Getting In Cheap Is Still UnlikelyTo the annoyance of some shareholders, SMIT Holdings Limited ( HKG:2239 ) shares are down a considerable 27% in the...공시 • Jun 01SMIT Holdings Limited Declares Final Dividend for the Year Ended 31 December 2023SMIT Holdings Limited announced that at the AGM was held on 31 May 2024, the company declare a final dividend of HKD 0.01 per ordinary share of the Company in respect of the year ended 31 December 2023.Upcoming Dividend • May 30Upcoming dividend of HK$0.01 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 21 June 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Hong Kong dividend payers (7.5%). Lower than average of industry peers (3.1%).분석 기사 • May 24SMIT Holdings Limited's (HKG:2239) CEO Compensation Is Looking A Bit Stretched At The MomentKey Insights SMIT Holdings will host its Annual General Meeting on 31st of May Total pay for CEO Xueliang Huang...공시 • Apr 30Smit Holdings Limited Proposes final Dividend in Respect of the Year Ended 31 December 2023SMIT Holdings Limited proposed final dividend of HKD 0.01 per ordinary share of the Company in respect of the year ended 31 December 2023 at its Annual General Meeting to be held on 31 May 2024.Declared Dividend • Apr 27Dividend of HK$0.01 announcedShareholders will receive a dividend of HK$0.01. Ex-date: 6th June 2024 Payment date: 21st June 2024 Dividend yield will be 0.7%, which is lower than the industry average of 4.2%.Board Change • Apr 26Less 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. 2 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Raymond Woo was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Apr 26SMIT Holdings Limited, Annual General Meeting, May 31, 2024SMIT Holdings Limited, Annual General Meeting, May 31, 2024.공시 • Apr 21SMIT Holdings Limited to Report Fiscal Year 2023 Results on Apr 24, 2024SMIT Holdings Limited announced that they will report fiscal year 2023 results on Apr 24, 2024New Risk • Mar 29New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (47% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Market cap is less than US$100m (HK$448.4m market cap, or US$57.3m).공시 • Mar 16SMIT Holdings Limited to Report Fiscal Year 2023 Results on Mar 28, 2024SMIT Holdings Limited announced that they will report fiscal year 2023 results on Mar 28, 2024New Risk • Sep 15New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 47% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (47% accrual ratio). Minor Risk Market cap is less than US$100m (HK$526.4m market cap, or US$67.2m).Reported Earnings • Aug 20First half 2023 earnings released: EPS: US$0.001 (vs US$0.015 loss in 1H 2022)First half 2023 results: EPS: US$0.001 (up from US$0.015 loss in 1H 2022). Revenue: US$11.2m (down 29% from 1H 2022). Net income: US$407.1k (up US$5.08m from 1H 2022). Profit margin: 3.6% (up from net loss in 1H 2022). Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.공시 • Aug 05SMIT Holdings Limited to Report First Half, 2023 Results on Aug 18, 2023SMIT Holdings Limited announced that they will report first half, 2023 results on Aug 18, 2023공시 • May 30SMIT Holdings Limited Approves Final Dividend for the Year Ended 31 December 2022SMIT Holdings Limited at the annual general meeting held on 29 May 2023, approved to declare a final dividend of HKD 0.01 per ordinary share of the Company in respect of the year ended 31 December 2022.Upcoming Dividend • May 24Upcoming dividend of HK$0.01 per share at 0.4% yieldEligible shareholders must have bought the stock before 31 May 2023. Payment date: 19 June 2023. Payout ratio is a comfortable 0.6% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (3.3%).Reported Earnings • Mar 26Full year 2022 earnings released: EPS: US$0.18 (vs US$0.031 in FY 2021)Full year 2022 results: EPS: US$0.18 (up from US$0.031 in FY 2021). Revenue: US$29.4m (down 19% from FY 2021). Net income: US$57.2m (up 481% from FY 2021). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Raymond Woo was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Oct 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to HK$1.88, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 6x in the Electronic industry in Hong Kong. Total loss to shareholders of 34% over the past three years.분석 기사 • Sep 10Health Check: How Prudently Does SMIT Holdings (HKG:2239) Use Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Sep 09Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to HK$1.80, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 6x in the Electronic industry in Hong Kong. Total loss to shareholders of 35% over the past three years.공시 • Aug 20SMIT Holdings Limited Announces the Resignation of Shuai Hongyu as Executive Director, President and Chief Operating OfficerThe board of directors of SMIT Holdings Limited announced that the Company received a resignation letter from Mr. Shuai Hongyu ("Mr. Shuai") that Mr. Shuai would resign from its positions as Executive Director, President and Chief Operating Officer of the Company with effect from 19 August 2022 on his own accord due to work adjustments which allow him to devote more time to the daily business operations of the Group.Reported Earnings • Aug 20First half 2022 earnings released: US$0.01 loss per share (vs US$0.006 loss in 1H 2021)First half 2022 results: US$0.01 loss per share (down from US$0.006 loss in 1H 2021). Revenue: US$15.8m (up 2.2% from 1H 2021). Net loss: US$4.67m (loss widened 154% from 1H 2021). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.공시 • Aug 13SMIT Holdings Limited Provides Unaudited Consolidated Earnings Guidance for the Six Months Ending 30 June 2022SMIT Holdings Limited provided unaudited consolidated earnings guidance for the six months ending 30 June 2022. For the six months, Group expects to record a net loss of not more than USD 5,000,000 as compared to a net loss of approximately USD 1,850,000 that was recorded for the six months ended 30 June 2021.Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to HK$2.01, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 7x in the Electronic industry in Hong Kong. Total loss to shareholders of 29% over the past three years.Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improved over the past weekAfter last week's 21% share price gain to HK$2.23, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 7x in the Electronic industry in Hong Kong. Total loss to shareholders of 13% over the past three years.공시 • May 28SMIT Holdings Limited Approves Final Dividend for the Year Ended 31 December 2021SMIT Holdings Limited at the annual general meeting held on 27 May 2022, approved to declare a final dividend of HKD 0.01 per ordinary share of the Company in respect of the year ended 31 December 2021.Upcoming Dividend • May 24Upcoming dividend of HK$0.01 per shareEligible shareholders must have bought the stock before 31 May 2022. Payment date: 14 June 2022. Payout ratio is a comfortable 3.2% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Hong Kong dividend payers (7.8%). Lower than average of industry peers (5.1%).Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to HK$1.67, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 7x in the Electronic industry in Hong Kong. Total loss to shareholders of 49% over the past three years.분석 기사 • May 05SMIT Holdings (HKG:2239) Is Making Moderate Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Apr 27Full year 2021 earnings released: EPS: US$0.031 (vs US$0.012 loss in FY 2020)Full year 2021 results: EPS: US$0.031 (up from US$0.012 loss in FY 2020). Revenue: US$36.3m (down 4.1% from FY 2020). Net income: US$9.84m (up US$13.6m from FY 2020). Profit margin: 27% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Non-Executive Director Raymond Kar was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to HK$2.84, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 7x in the Electronic industry in Hong Kong. Total loss to shareholders of 32% over the past three years.Reported Earnings • Mar 28Full year 2021 earnings released: EPS: US$0.031 (vs US$0.012 loss in FY 2020)Full year 2021 results: EPS: US$0.031 (up from US$0.012 loss in FY 2020). Revenue: US$36.3m (down 4.1% from FY 2020). Net income: US$9.84m (up US$13.6m from FY 2020). Profit margin: 27% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.분석 기사 • Sep 14Is SMIT Holdings (HKG:2239) Using Debt In A Risky Way?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Recent Insider Transactions Derivative • Aug 27CFO, Executive VP & Executive Director exercised options and sold HK$400k worth of stockOn the 23rd of August, Man-tsun Loong exercised options to acquire 82k shares at no cost and sold these for an average price of HK$4.88 per share. This trade did not impact their existing holding. As of today, Man-tsun currently holds no shares directly. Company insiders have collectively sold HK$3.9m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Aug 24First half 2021 earnings released: US$0.006 loss per share (vs US$0.02 loss in 1H 2020)The company reported a decent first half result with reduced losses and improved control over expenses, although revenues were weaker. First half 2021 results: Revenue: US$15.5m (down 15% from 1H 2020). Net loss: US$1.84m (loss narrowed 71% from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Recent Insider Transactions Derivative • Jul 20CFO, Executive VP & Executive Director exercised options and sold HK$436k worth of stockOn the 14th of July, Man-tsun Loong exercised options to acquire 104k shares at no cost and sold these for an average price of HK$4.19 per share. This trade did not impact their existing holding. As of today, Man-tsun currently holds no shares directly. Company insiders have collectively sold HK$4.1m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Jul 06CFO, Executive VP & Executive Director exercised options and sold HK$221k worth of stockOn the 30th of June, Man-tsun Loong exercised options to acquire 61k shares at no cost and sold these for an average price of HK$3.63 per share. This trade did not impact their existing holding. As of today, Man-tsun currently holds no shares directly. Company insiders have collectively sold HK$2.5m more than they bought, via options and on-market transactions in the last 12 months.공시 • May 29+ 1 more updateSMIT Holdings Limited Approves Final Dividend for the Year Ended December 31, 2020SMIT Holdings Limited announced at the AGM held on May 28, 2021 that the company approved a final dividend of HKD 0.01 per ordinary share of the Company in respect of the year ended 31 December 2020.Upcoming Dividend • May 25Upcoming dividend of HK$0.01 per shareEligible shareholders must have bought the stock before 01 June 2021. Payment date: 18 June 2021. Trailing yield: 0.2%. Lower than top quartile of Hong Kong dividend payers (6.0%). Lower than average of industry peers (4.1%).Recent Insider Transactions Derivative • May 07CFO, Executive VP & Executive Director exercised options and sold HK$302k worth of stockOn the 30th of April, Man-tsun Loong exercised options to acquire 71k shares at no cost and sold these for an average price of HK$4.25 per share. This trade did not impact their existing holding. As of today, Man-tsun currently holds no shares directly. Company insiders have collectively sold HK$3.5m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Apr 26Full year 2020 earnings released: US$0.012 loss per share (vs US$0.033 profit in FY 2019)The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2020 results: Revenue: US$37.8m (flat on FY 2019). Net loss: US$3.71m (down 135% from profit in FY 2019). 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 24% per year, which means it has not declined as severely as earnings.분석 기사 • Mar 29Is SMIT Holdings (HKG:2239) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Mar 28Full year 2020 earnings released: US$0.012 loss per share (vs US$0.033 profit in FY 2019)The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2020 results: Revenue: US$37.8m (flat on FY 2019). Net loss: US$3.71m (down 135% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.Executive Departure • Mar 27Non-Executive Director has left the companyOn the 25th of March, Yang Liu's tenure as Non-Executive Director ended after less than a year in the role. We don't have any record of a personal shareholding under Yang's name. Yang is the only executive to leave the company over the last 12 months.공시 • Mar 21SMIT Holdings Limited Provides Group Financial Guidance for the Year Ended 31 December 2020The board of directors of SMIT Holdings Limited announced that, according to the preliminary review of the unaudited consolidated management accounts of the Group for the year ended 31 December 2020, the Group expects to record a loss of not more than USD 4,000,000 as compared to a net profit of approximately USD 12,000,000 that was recorded for the year ended 31 December 2019. The loss for the year 2020 is mainly attributable to the absence of an one-off gain on deemed disposal of the equity interests in S2C Limited of approximately USD 22.78 million completed during the year ended 31 December 2019 and the Group's continuous investment and increased research and development expenditures relating to the development of the integrated circuit smart technology business, through the Group's subsidiaries and investee companies, which requires substantial capital investment.공시 • Mar 13SMIT Holdings Limited to Report Fiscal Year 2020 Results on Mar 26, 2021SMIT Holdings Limited announced that they will report fiscal year 2020 results on Mar 26, 2021Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to US$2.80, the stock is trading at a trailing P/E ratio of 16.8x, down from the previous P/E ratio of 20.3x. This compares to an average P/E of 15x in the Electronic industry in Hong Kong. Total return to shareholders over the past three years is a loss of 68%.분석 기사 • Feb 17SMIT Holdings' (HKG:2239) Shareholders Are Down 56% On Their SharesSMIT Holdings Limited ( HKG:2239 ) shareholders will doubtless be very grateful to see the share price up 35% in the...Is New 90 Day High Low • Feb 03New 90-day high: HK$3.08The company is up 3.0% from its price of HK$3.00 on 05 November 2020. The Hong Kong market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 26% over the same period.분석 기사 • Jan 13We're Not Counting On SMIT Holdings (HKG:2239) To Sustain Its Statutory ProfitabilityMany investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...Is New 90 Day High Low • Jan 13New 90-day low: HK$2.66The company is down 21% from its price of HK$3.38 on 15 October 2020. The Hong Kong market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 24% over the same period.Is New 90 Day High Low • Dec 28New 90-day low: HK$2.70The company is down 24% from its price of HK$3.55 on 29 September 2020. The Hong Kong market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 15% over the same period.분석 기사 • Dec 09What Type Of Shareholders Make Up SMIT Holdings Limited's (HKG:2239) Share Registry?If you want to know who really controls SMIT Holdings Limited ( HKG:2239 ), then you'll have to look at the makeup of...분석 기사 • Nov 18SMIT Holdings'(HKG:2239) Share Price Is Down 25% Over The Past Three Years.For many investors, the main point of stock picking is to generate higher returns than the overall market. But if you...Recent Insider Transactions Derivative • Nov 10CFO, Executive VP & Executive Director exercised options and sold HK$174k worth of stockOn the 5th of November, Man-tsun Loong exercised options to acquire 58.00k shares at no cost and sold these for an average price of HK$3.00 per share. This trade did not impact their existing holding. As of today, Man-tsun currently holds no shares directly. Company insiders have collectively sold HK$3.2m more than they bought, via options and on-market transactions in the last 12 months.Is New 90 Day High Low • Oct 29New 90-day low: HK$3.36The company is down 12% from its price of HK$3.80 on 31 July 2020. The Hong Kong market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 9.0% over the same period.공시 • Aug 08SMIT Holdings Limited to Report First Half, 2020 Results on Aug 20, 2020SMIT Holdings Limited announced that they will report first half, 2020 results on Aug 20, 2020예정된 배당 지급오늘May 30 2026배당락일Jun 04 2026배당 지급일Jun 23 202619 days (배당락일 기준)다음 배당금을 받으려면 앞으로 5 days일 이내에 매수하세요지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 2239 Hong Kong 시장에서 주목할만한 배당금을 지급하지 않으므로 지급이 안정적인지 확인할 필요가 없습니다.배당금 증가: 2239 Hong Kong 시장에서 주목할만한 배당금을 지급하지 않으므로 지급액이 증가하는지 확인할 필요가 없습니다.배당 수익률 vs 시장SMIT Holdings 배당 수익률 vs 시장2239의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (2239)0.4%시장 하위 25% (HK)2.7%시장 상위 25% (HK)6.9%업계 평균 (Electronic)2.4%분석가 예측 (2239) (최대 3년)n/a주목할만한 배당금: 2239 의 배당금( 0.44% )은 Hong Kong 시장에서 배당금 지급자의 하위 25%( 2.74% )와 비교해 주목할 만하지 않습니다.고배당: 2239 의 배당금( 0.44% )은 Hong Kong 시장에서 배당금 지급자의 상위 25%( 6.92% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 2239 Hong Kong 시장에서 주목할만한 배당금을 지급하지 않습니다.주주 현금 배당현금 흐름 범위: 2239 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YHK 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/29 12:32종가2026/05/29 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스SMIT Holdings Limited는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
공시 • 18hSMIT Holdings Limited Approves Final Dividend for the Year Ended 31 December 2025SMIT Holdings Limited at the Annual General Meeting Held on 29 May 2026, approved to declare a final dividend of HKD 0.01 per ordinary share of the Company in respect of the year ended 31 December 2025.
Upcoming Dividend • May 28Upcoming dividend of HK$0.01 per shareEligible shareholders must have bought the stock before 04 June 2026. Payment date: 23 June 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Hong Kong dividend payers (6.9%). Lower than average of industry peers (2.4%).
Declared Dividend • Mar 29Dividend of HK$0.01 announcedShareholders will receive a dividend of HK$0.01. Ex-date: 4th June 2026 Payment date: 23rd June 2026 Dividend yield will be 1.2%, which is lower than the industry average of 4.2%.
공시 • May 30SMIT Holdings Limited Declares Final Dividend for the Year Ended 31 December 2024SMIT Holdings Limited at the AGM held on May 30,2025 declared a final dividend of HKD 0.01 per ordinary share of the Company in respect of the year ended 31 December 2024.
Upcoming Dividend • May 29Upcoming dividend of HK$0.01 per shareEligible shareholders must have bought the stock before 05 June 2025. Payment date: 20 June 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (3.6%).
공시 • Jun 01SMIT Holdings Limited Declares Final Dividend for the Year Ended 31 December 2023SMIT Holdings Limited announced that at the AGM was held on 31 May 2024, the company declare a final dividend of HKD 0.01 per ordinary share of the Company in respect of the year ended 31 December 2023.
공시 • 18hSMIT Holdings Limited Approves Final Dividend for the Year Ended 31 December 2025SMIT Holdings Limited at the Annual General Meeting Held on 29 May 2026, approved to declare a final dividend of HKD 0.01 per ordinary share of the Company in respect of the year ended 31 December 2025.
Upcoming Dividend • May 28Upcoming dividend of HK$0.01 per shareEligible shareholders must have bought the stock before 04 June 2026. Payment date: 23 June 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Hong Kong dividend payers (6.9%). Lower than average of industry peers (2.4%).
New Risk • May 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of 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 39% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (HK$134m sold). Market cap is less than US$100m (HK$373.7m market cap, or US$47.7m).
Board Change • Apr 13Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Chunqian Jiang was the last independent director to join the board, commencing their role in 2026. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Declared Dividend • Mar 29Dividend of HK$0.01 announcedShareholders will receive a dividend of HK$0.01. Ex-date: 4th June 2026 Payment date: 23rd June 2026 Dividend yield will be 1.2%, which is lower than the industry average of 4.2%.
공시 • Mar 28SMIT Holdings Limited, Annual General Meeting, May 29, 2026SMIT Holdings Limited, Annual General Meeting, May 29, 2026.
공시 • Mar 13SMIT Holdings Limited to Report Fiscal Year 2025 Results on Mar 27, 2026SMIT Holdings Limited announced that they will report fiscal year 2025 results on Mar 27, 2026
분석 기사 • Feb 13Here's Why We're Not Too Worried About SMIT Holdings' (HKG:2239) Cash Burn SituationJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
분석 기사 • Nov 26SMIT Holdings Limited's (HKG:2239) Business Is Trailing The Industry But Its Shares Aren'tWhen you see that almost half of the companies in the Electronic industry in Hong Kong have price-to-sales ratios (or...
분석 기사 • Sep 29We're Hopeful That SMIT Holdings (HKG:2239) Will Use Its Cash WiselyEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Reported Earnings • Aug 24First half 2025 earnings released: US$0.048 loss per share (vs US$0.046 loss in 1H 2024)First half 2025 results: US$0.048 loss per share (further deteriorated from US$0.046 loss in 1H 2024). Revenue: US$7.07m (down 18% from 1H 2024). Net loss: US$15.7m (loss widened 5.1% from 1H 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
공시 • Aug 09SMIT Holdings Limited to Report First Half, 2025 Results on Aug 22, 2025SMIT Holdings Limited announced that they will report first half, 2025 results on Aug 22, 2025
공시 • May 30SMIT Holdings Limited Declares Final Dividend for the Year Ended 31 December 2024SMIT Holdings Limited at the AGM held on May 30,2025 declared a final dividend of HKD 0.01 per ordinary share of the Company in respect of the year ended 31 December 2024.
Upcoming Dividend • May 29Upcoming dividend of HK$0.01 per shareEligible shareholders must have bought the stock before 05 June 2025. Payment date: 20 June 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (3.6%).
분석 기사 • May 26Companies Like SMIT Holdings (HKG:2239) Are In A Position To Invest In GrowthEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
분석 기사 • Apr 13Risks Still Elevated At These Prices As SMIT Holdings Limited (HKG:2239) Shares Dive 27%The SMIT Holdings Limited ( HKG:2239 ) share price has fared very poorly over the last month, falling by a substantial...
Reported Earnings • Mar 30Full year 2024 earnings released: US$0.12 loss per share (vs US$0.043 loss in FY 2023)Full year 2024 results: US$0.12 loss per share (further deteriorated from US$0.043 loss in FY 2023). Revenue: US$14.0m (down 38% from FY 2023). Net loss: US$38.5m (loss widened 177% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.
공시 • Mar 28SMIT Holdings Limited, Annual General Meeting, May 30, 2025SMIT Holdings Limited, Annual General Meeting, May 30, 2025.
공시 • Mar 14SMIT Holdings Limited to Report Fiscal Year 2024 Results on Mar 27, 2025SMIT Holdings Limited announced that they will report fiscal year 2024 results on Mar 27, 2025
New Risk • Mar 08New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (HK$253.4m market cap, or US$32.6m).
Board Change • Jan 09Less 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. 3 experienced directors. 5 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Non-Executive Director Raymond Woo was the last independent director to join the board, commencing their role in 2016. 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 • Dec 03Some Confidence Is Lacking In SMIT Holdings Limited (HKG:2239) As Shares Slide 27%SMIT Holdings Limited ( HKG:2239 ) shares have retraced a considerable 27% in the last month, reversing a fair amount...
분석 기사 • Sep 25SMIT Holdings Limited's (HKG:2239) 47% Price Boost Is Out Of Tune With RevenuesThose holding SMIT Holdings Limited ( HKG:2239 ) shares would be relieved that the share price has rebounded 47% in the...
New Risk • Aug 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (HK$165.7m market cap, or US$21.3m).
Reported Earnings • Aug 06First half 2024 earnings released: US$0.046 loss per share (vs US$0.001 profit in 1H 2023)First half 2024 results: US$0.046 loss per share (down from US$0.001 profit in 1H 2023). Revenue: US$8.66m (down 23% from 1H 2023). Net loss: US$14.9m (down US$15.3m from profit in 1H 2023). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 48% per year, which means it is performing significantly worse than earnings.
공시 • Aug 03SMIT Holdings Limited Appoints Ying Chen as Executive DirectorThe board of directors of SMIT Holdings Limited announced that Ms. Ying Chen has been appointed as an executive director of the Company with effect from 2 August 2024. Ms. Chen, aged 43, is the executive vice president of the Group. Ms. Chen is primarily responsible for corporate investment management and information disclosure. She has over 21 years of industry experience in integrated circuit. From July 2002 to September 2003, Ms. Chen worked as a research and development engineer at Shenzhen Guoxin Micro Co. Ltd. and served as assistant to the president and human resources manager from October 2003 to May 2005. Ms. Chen joined SMIT Group Limited, a wholly-owned subsidiary of the Company, in June 2005 where she began to serve as a director of the general office of from June 2005 to November 2008, secretary of the board from December 2008 to September 2010, vice president of SMIT Group from October 2010 to March 2018, and has been serving as executive vice president of the Group since April 2018. Ms. Chen graduated from Hefei University of Technology in July 2002 with a bachelor's degree in measurement and control technology and obtained a master's degree in business administration from Peking University in July 2024.
분석 기사 • Jul 29SMIT Holdings Limited (HKG:2239) Shares May Have Slumped 27% But Getting In Cheap Is Still UnlikelyTo the annoyance of some shareholders, SMIT Holdings Limited ( HKG:2239 ) shares are down a considerable 27% in the...
공시 • Jun 01SMIT Holdings Limited Declares Final Dividend for the Year Ended 31 December 2023SMIT Holdings Limited announced that at the AGM was held on 31 May 2024, the company declare a final dividend of HKD 0.01 per ordinary share of the Company in respect of the year ended 31 December 2023.
Upcoming Dividend • May 30Upcoming dividend of HK$0.01 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 21 June 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Hong Kong dividend payers (7.5%). Lower than average of industry peers (3.1%).
분석 기사 • May 24SMIT Holdings Limited's (HKG:2239) CEO Compensation Is Looking A Bit Stretched At The MomentKey Insights SMIT Holdings will host its Annual General Meeting on 31st of May Total pay for CEO Xueliang Huang...
공시 • Apr 30Smit Holdings Limited Proposes final Dividend in Respect of the Year Ended 31 December 2023SMIT Holdings Limited proposed final dividend of HKD 0.01 per ordinary share of the Company in respect of the year ended 31 December 2023 at its Annual General Meeting to be held on 31 May 2024.
Declared Dividend • Apr 27Dividend of HK$0.01 announcedShareholders will receive a dividend of HK$0.01. Ex-date: 6th June 2024 Payment date: 21st June 2024 Dividend yield will be 0.7%, which is lower than the industry average of 4.2%.
Board Change • Apr 26Less 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. 2 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Raymond Woo was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Apr 26SMIT Holdings Limited, Annual General Meeting, May 31, 2024SMIT Holdings Limited, Annual General Meeting, May 31, 2024.
공시 • Apr 21SMIT Holdings Limited to Report Fiscal Year 2023 Results on Apr 24, 2024SMIT Holdings Limited announced that they will report fiscal year 2023 results on Apr 24, 2024
New Risk • Mar 29New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (47% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Market cap is less than US$100m (HK$448.4m market cap, or US$57.3m).
공시 • Mar 16SMIT Holdings Limited to Report Fiscal Year 2023 Results on Mar 28, 2024SMIT Holdings Limited announced that they will report fiscal year 2023 results on Mar 28, 2024
New Risk • Sep 15New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 47% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (47% accrual ratio). Minor Risk Market cap is less than US$100m (HK$526.4m market cap, or US$67.2m).
Reported Earnings • Aug 20First half 2023 earnings released: EPS: US$0.001 (vs US$0.015 loss in 1H 2022)First half 2023 results: EPS: US$0.001 (up from US$0.015 loss in 1H 2022). Revenue: US$11.2m (down 29% from 1H 2022). Net income: US$407.1k (up US$5.08m from 1H 2022). Profit margin: 3.6% (up from net loss in 1H 2022). Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
공시 • Aug 05SMIT Holdings Limited to Report First Half, 2023 Results on Aug 18, 2023SMIT Holdings Limited announced that they will report first half, 2023 results on Aug 18, 2023
공시 • May 30SMIT Holdings Limited Approves Final Dividend for the Year Ended 31 December 2022SMIT Holdings Limited at the annual general meeting held on 29 May 2023, approved to declare a final dividend of HKD 0.01 per ordinary share of the Company in respect of the year ended 31 December 2022.
Upcoming Dividend • May 24Upcoming dividend of HK$0.01 per share at 0.4% yieldEligible shareholders must have bought the stock before 31 May 2023. Payment date: 19 June 2023. Payout ratio is a comfortable 0.6% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (3.3%).
Reported Earnings • Mar 26Full year 2022 earnings released: EPS: US$0.18 (vs US$0.031 in FY 2021)Full year 2022 results: EPS: US$0.18 (up from US$0.031 in FY 2021). Revenue: US$29.4m (down 19% from FY 2021). Net income: US$57.2m (up 481% from FY 2021). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Raymond Woo was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to HK$1.88, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 6x in the Electronic industry in Hong Kong. Total loss to shareholders of 34% over the past three years.
분석 기사 • Sep 10Health Check: How Prudently Does SMIT Holdings (HKG:2239) Use Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to HK$1.80, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 6x in the Electronic industry in Hong Kong. Total loss to shareholders of 35% over the past three years.
공시 • Aug 20SMIT Holdings Limited Announces the Resignation of Shuai Hongyu as Executive Director, President and Chief Operating OfficerThe board of directors of SMIT Holdings Limited announced that the Company received a resignation letter from Mr. Shuai Hongyu ("Mr. Shuai") that Mr. Shuai would resign from its positions as Executive Director, President and Chief Operating Officer of the Company with effect from 19 August 2022 on his own accord due to work adjustments which allow him to devote more time to the daily business operations of the Group.
Reported Earnings • Aug 20First half 2022 earnings released: US$0.01 loss per share (vs US$0.006 loss in 1H 2021)First half 2022 results: US$0.01 loss per share (down from US$0.006 loss in 1H 2021). Revenue: US$15.8m (up 2.2% from 1H 2021). Net loss: US$4.67m (loss widened 154% from 1H 2021). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
공시 • Aug 13SMIT Holdings Limited Provides Unaudited Consolidated Earnings Guidance for the Six Months Ending 30 June 2022SMIT Holdings Limited provided unaudited consolidated earnings guidance for the six months ending 30 June 2022. For the six months, Group expects to record a net loss of not more than USD 5,000,000 as compared to a net loss of approximately USD 1,850,000 that was recorded for the six months ended 30 June 2021.
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to HK$2.01, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 7x in the Electronic industry in Hong Kong. Total loss to shareholders of 29% over the past three years.
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improved over the past weekAfter last week's 21% share price gain to HK$2.23, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 7x in the Electronic industry in Hong Kong. Total loss to shareholders of 13% over the past three years.
공시 • May 28SMIT Holdings Limited Approves Final Dividend for the Year Ended 31 December 2021SMIT Holdings Limited at the annual general meeting held on 27 May 2022, approved to declare a final dividend of HKD 0.01 per ordinary share of the Company in respect of the year ended 31 December 2021.
Upcoming Dividend • May 24Upcoming dividend of HK$0.01 per shareEligible shareholders must have bought the stock before 31 May 2022. Payment date: 14 June 2022. Payout ratio is a comfortable 3.2% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Hong Kong dividend payers (7.8%). Lower than average of industry peers (5.1%).
Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to HK$1.67, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 7x in the Electronic industry in Hong Kong. Total loss to shareholders of 49% over the past three years.
분석 기사 • May 05SMIT Holdings (HKG:2239) Is Making Moderate Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Apr 27Full year 2021 earnings released: EPS: US$0.031 (vs US$0.012 loss in FY 2020)Full year 2021 results: EPS: US$0.031 (up from US$0.012 loss in FY 2020). Revenue: US$36.3m (down 4.1% from FY 2020). Net income: US$9.84m (up US$13.6m from FY 2020). Profit margin: 27% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Non-Executive Director Raymond Kar was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to HK$2.84, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 7x in the Electronic industry in Hong Kong. Total loss to shareholders of 32% over the past three years.
Reported Earnings • Mar 28Full year 2021 earnings released: EPS: US$0.031 (vs US$0.012 loss in FY 2020)Full year 2021 results: EPS: US$0.031 (up from US$0.012 loss in FY 2020). Revenue: US$36.3m (down 4.1% from FY 2020). Net income: US$9.84m (up US$13.6m from FY 2020). Profit margin: 27% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
분석 기사 • Sep 14Is SMIT Holdings (HKG:2239) Using Debt In A Risky Way?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Recent Insider Transactions Derivative • Aug 27CFO, Executive VP & Executive Director exercised options and sold HK$400k worth of stockOn the 23rd of August, Man-tsun Loong exercised options to acquire 82k shares at no cost and sold these for an average price of HK$4.88 per share. This trade did not impact their existing holding. As of today, Man-tsun currently holds no shares directly. Company insiders have collectively sold HK$3.9m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Aug 24First half 2021 earnings released: US$0.006 loss per share (vs US$0.02 loss in 1H 2020)The company reported a decent first half result with reduced losses and improved control over expenses, although revenues were weaker. First half 2021 results: Revenue: US$15.5m (down 15% from 1H 2020). Net loss: US$1.84m (loss narrowed 71% from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions Derivative • Jul 20CFO, Executive VP & Executive Director exercised options and sold HK$436k worth of stockOn the 14th of July, Man-tsun Loong exercised options to acquire 104k shares at no cost and sold these for an average price of HK$4.19 per share. This trade did not impact their existing holding. As of today, Man-tsun currently holds no shares directly. Company insiders have collectively sold HK$4.1m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Jul 06CFO, Executive VP & Executive Director exercised options and sold HK$221k worth of stockOn the 30th of June, Man-tsun Loong exercised options to acquire 61k shares at no cost and sold these for an average price of HK$3.63 per share. This trade did not impact their existing holding. As of today, Man-tsun currently holds no shares directly. Company insiders have collectively sold HK$2.5m more than they bought, via options and on-market transactions in the last 12 months.
공시 • May 29+ 1 more updateSMIT Holdings Limited Approves Final Dividend for the Year Ended December 31, 2020SMIT Holdings Limited announced at the AGM held on May 28, 2021 that the company approved a final dividend of HKD 0.01 per ordinary share of the Company in respect of the year ended 31 December 2020.
Upcoming Dividend • May 25Upcoming dividend of HK$0.01 per shareEligible shareholders must have bought the stock before 01 June 2021. Payment date: 18 June 2021. Trailing yield: 0.2%. Lower than top quartile of Hong Kong dividend payers (6.0%). Lower than average of industry peers (4.1%).
Recent Insider Transactions Derivative • May 07CFO, Executive VP & Executive Director exercised options and sold HK$302k worth of stockOn the 30th of April, Man-tsun Loong exercised options to acquire 71k shares at no cost and sold these for an average price of HK$4.25 per share. This trade did not impact their existing holding. As of today, Man-tsun currently holds no shares directly. Company insiders have collectively sold HK$3.5m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Apr 26Full year 2020 earnings released: US$0.012 loss per share (vs US$0.033 profit in FY 2019)The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2020 results: Revenue: US$37.8m (flat on FY 2019). Net loss: US$3.71m (down 135% from profit in FY 2019). 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 24% per year, which means it has not declined as severely as earnings.
분석 기사 • Mar 29Is SMIT Holdings (HKG:2239) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Mar 28Full year 2020 earnings released: US$0.012 loss per share (vs US$0.033 profit in FY 2019)The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2020 results: Revenue: US$37.8m (flat on FY 2019). Net loss: US$3.71m (down 135% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
Executive Departure • Mar 27Non-Executive Director has left the companyOn the 25th of March, Yang Liu's tenure as Non-Executive Director ended after less than a year in the role. We don't have any record of a personal shareholding under Yang's name. Yang is the only executive to leave the company over the last 12 months.
공시 • Mar 21SMIT Holdings Limited Provides Group Financial Guidance for the Year Ended 31 December 2020The board of directors of SMIT Holdings Limited announced that, according to the preliminary review of the unaudited consolidated management accounts of the Group for the year ended 31 December 2020, the Group expects to record a loss of not more than USD 4,000,000 as compared to a net profit of approximately USD 12,000,000 that was recorded for the year ended 31 December 2019. The loss for the year 2020 is mainly attributable to the absence of an one-off gain on deemed disposal of the equity interests in S2C Limited of approximately USD 22.78 million completed during the year ended 31 December 2019 and the Group's continuous investment and increased research and development expenditures relating to the development of the integrated circuit smart technology business, through the Group's subsidiaries and investee companies, which requires substantial capital investment.
공시 • Mar 13SMIT Holdings Limited to Report Fiscal Year 2020 Results on Mar 26, 2021SMIT Holdings Limited announced that they will report fiscal year 2020 results on Mar 26, 2021
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to US$2.80, the stock is trading at a trailing P/E ratio of 16.8x, down from the previous P/E ratio of 20.3x. This compares to an average P/E of 15x in the Electronic industry in Hong Kong. Total return to shareholders over the past three years is a loss of 68%.
분석 기사 • Feb 17SMIT Holdings' (HKG:2239) Shareholders Are Down 56% On Their SharesSMIT Holdings Limited ( HKG:2239 ) shareholders will doubtless be very grateful to see the share price up 35% in the...
Is New 90 Day High Low • Feb 03New 90-day high: HK$3.08The company is up 3.0% from its price of HK$3.00 on 05 November 2020. The Hong Kong market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 26% over the same period.
분석 기사 • Jan 13We're Not Counting On SMIT Holdings (HKG:2239) To Sustain Its Statutory ProfitabilityMany investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
Is New 90 Day High Low • Jan 13New 90-day low: HK$2.66The company is down 21% from its price of HK$3.38 on 15 October 2020. The Hong Kong market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 24% over the same period.
Is New 90 Day High Low • Dec 28New 90-day low: HK$2.70The company is down 24% from its price of HK$3.55 on 29 September 2020. The Hong Kong market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 15% over the same period.
분석 기사 • Dec 09What Type Of Shareholders Make Up SMIT Holdings Limited's (HKG:2239) Share Registry?If you want to know who really controls SMIT Holdings Limited ( HKG:2239 ), then you'll have to look at the makeup of...
분석 기사 • Nov 18SMIT Holdings'(HKG:2239) Share Price Is Down 25% Over The Past Three Years.For many investors, the main point of stock picking is to generate higher returns than the overall market. But if you...
Recent Insider Transactions Derivative • Nov 10CFO, Executive VP & Executive Director exercised options and sold HK$174k worth of stockOn the 5th of November, Man-tsun Loong exercised options to acquire 58.00k shares at no cost and sold these for an average price of HK$3.00 per share. This trade did not impact their existing holding. As of today, Man-tsun currently holds no shares directly. Company insiders have collectively sold HK$3.2m more than they bought, via options and on-market transactions in the last 12 months.
Is New 90 Day High Low • Oct 29New 90-day low: HK$3.36The company is down 12% from its price of HK$3.80 on 31 July 2020. The Hong Kong market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 9.0% over the same period.
공시 • Aug 08SMIT Holdings Limited to Report First Half, 2020 Results on Aug 20, 2020SMIT Holdings Limited announced that they will report first half, 2020 results on Aug 20, 2020