Vtech Holdings Limited

SEHK:303 주식 리포트

시가총액: HK$13.5b

Vtech Holdings 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Allan Wong

최고경영자

US$3.7m

총 보수

CEO 급여 비율32.10%
CEO 재임 기간50.3yrs
CEO 지분 보유율33.9%
경영진 평균 재임 기간데이터 없음
이사회 평균 재임 기간15.5yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 22

303: Future Upside Will Rely On Steady Margins And P/E Support

Analysts have maintained their HK$73.21 fair value estimate for Vtech Holdings, with a slightly higher discount rate and future P/E assumption shaping an updated narrative rather than signaling a clear change in the price target itself. What's in the News Board meeting scheduled for May 21, 2026, to review and approve publication of final results for the year ended March 31, 2026 (Key Developments) Directors set to consider a final dividend for shareholders as part of the May 21, 2026, board meeting agenda (Key Developments) Valuation Changes Fair Value: The fair value estimate remains at HK$73.21, with no adjustment to the headline valuation figure.
내러티브 업데이트 Apr 24

303: Future Upside Will Rely On Steady Margins And P E Support

Analysts kept their fair value estimate for Vtech Holdings steady at about HK$73.21 per share, explaining that only minor adjustments to the discount rate and long term P/E assumption did not justify a change in the overall price target. Valuation Changes Fair Value: HK$73.21 remains unchanged, with no revision to the estimated fair value per share.
내러티브 업데이트 Apr 10

303: Future Upside Will Rely On Stable Margins And Cash Returns

Analysts have adjusted their HK$73.21 price target for Vtech Holdings only marginally, reflecting small tweaks to assumptions around the discount rate, profit margin and future P/E rather than any broad change in view on the company. Valuation Changes Fair Value: HK$73.21 is unchanged, indicating no revision to the central valuation output.
내러티브 업데이트 Mar 27

303: Future Upside Will Rely On Stable Margins And Cash Returns

Analysts have slightly reduced their fair value estimate for Vtech Holdings to HK$73.21 from HK$73.44, reflecting marginal adjustments to assumptions for the discount rate, long-term revenue growth, profit margin and future P/E, rather than any major change in outlook. Valuation Changes Fair Value: HK$73.44 to HK$73.21, a very small reduction that keeps the estimate broadly in the same range.
내러티브 업데이트 Mar 12

303: Higher Implied Upside Will Rely On Steady Margins And Cash Returns

Analysts now see Vtech Holdings' fair value at approximately HK$73.44 per share, up from about HK$70.19. This reflects updated assumptions on discount rates and future P/E multiples, while revenue growth and profit margin expectations remain broadly in line with prior estimates.
내러티브 업데이트 Feb 25

303: Stable Outlook Will Rely On Steady Margins And Consistent Cash Returns

Analysts have kept their fair value estimate for Vtech Holdings broadly aligned with prior levels. This has led to a stable HK$ price target, as only minor tweaks were made to inputs such as the discount rate and assumed future P/E multiple.
내러티브 업데이트 Feb 09

303: Second Half Recovery Will Support Stable Margins And Undervalued Outlook

Analysts have made only a minor adjustment to their price target for Vtech Holdings, reflecting small updates to inputs such as the discount rate and assumed future P/E while keeping fair value essentially unchanged. What's in the News Vtech Holdings issued earnings guidance for the second half of the 2026 financial year, indicating that sales are anticipated to improve compared with the first half, supported by higher sales of electronic learning products and telecommunications (TEL) products (Key Developments).
분석 기사 Feb 05

Returns On Capital At Vtech Holdings (HKG:303) Have Stalled

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...
내러티브 업데이트 Jan 23

303: Second Half Sales Recovery Will Support Stronger Profit Outlook

Analysts have kept their fair value estimate for VTech Holdings broadly unchanged at about HK$70.19 per share, with only slight tweaks to inputs such as the discount rate and assumed future P/E. This reflects a view that the stock's risk profile and long term earnings outlook remain broadly consistent with prior expectations.
분석 기사 Jan 16

What Vtech Holdings Limited's (HKG:303) P/E Is Not Telling You

It's not a stretch to say that Vtech Holdings Limited's ( HKG:303 ) price-to-earnings (or "P/E") ratio of 14.1x right...
내러티브 업데이트 Jan 09

303: Second Half Sales Recovery Will Support Stronger Profit Outlook

Analysts have trimmed their price target on Vtech Holdings to US$70.19, reflecting slightly higher discount rate assumptions and a more cautious revenue growth outlook, partially offset by a modestly stronger profit margin and essentially unchanged forward P/E expectations. What's in the News Vtech expects second half 2026 sales to improve compared with the first half, supported by higher sales of electronic learning products and telecom products (corporate guidance).
내러티브 업데이트 Dec 15

303: Second Half Demand Recovery Will Support Renewed Confidence

Narrative Update Analysts have nudged their price target on VTech Holdings slightly higher to approximately $70.19 per share, citing a modestly increased discount rate and a slightly richer assumed future price to earnings multiple, while leaving growth and margin expectations effectively unchanged. What's in the News Issued earnings guidance indicating second half of financial year 2026 sales are expected to improve versus the first half, supported by stronger demand for electronic learning products and telecommunications products (company guidance).
내러티브 업데이트 Nov 28

303: Improved Earnings Guidance Will Spark Renewed Confidence In Second Half

Analysts have slightly increased their price target for Vtech Holdings from $69.88 to $70.19. They cite revised models that reflect lower revenue growth expectations and a marginal uptick in discount rates, balanced by improved future valuation multiples.
내러티브 업데이트 Nov 14

303: Strong Second Half Performance Will Drive Improved Revenue Outlook

Analysts have raised their price target for Vtech Holdings from $65.77 to $69.88, citing improved revenue growth and slightly higher expected profit margins as key drivers for their updated outlook. What's in the News Vtech Holdings issued new earnings guidance for the second half and full year 2026.
분석 기사 Nov 12

Is Vtech Holdings Limited (HKG:303) Trading At A 29% Discount?

Key Insights Vtech Holdings' estimated fair value is HK$92.36 based on 2 Stage Free Cash Flow to Equity Current share...
분석 기사 Sep 08

Some Confidence Is Lacking In Vtech Holdings Limited's (HKG:303) P/E

It's not a stretch to say that Vtech Holdings Limited's ( HKG:303 ) price-to-earnings (or "P/E") ratio of 12.5x right...
User avatar
새로운 내러티브 Jun 29

Global Manufacturing Shifts And Green Tech Will Build Resilience

Global expansion and manufacturing shifts are set to reduce trade risks and optimize margins, while supporting supply chain resilience and capacity utilization.
분석 기사 May 22

There May Be Some Bright Spots In Vtech Holdings' (HKG:303) Earnings

The most recent earnings report from Vtech Holdings Limited ( HKG:303 ) was disappointing for shareholders. However...
분석 기사 Apr 24

The Returns On Capital At Vtech Holdings (HKG:303) Don't Inspire Confidence

If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Typically...
분석 기사 Mar 05

Vtech Holdings Limited's (HKG:303) Shareholders Might Be Looking For Exit

There wouldn't be many who think Vtech Holdings Limited's ( HKG:303 ) price-to-earnings (or "P/E") ratio of 11.3x is...
분석 기사 Oct 11

Vtech Holdings (HKG:303) Is Aiming To Keep Up Its Impressive Returns

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
분석 기사 Jul 16

Estimating The Fair Value Of Vtech Holdings Limited (HKG:303)

Key Insights The projected fair value for Vtech Holdings is HK$71.08 based on Dividend Discount Model Vtech Holdings...
분석 기사 Jun 28

We Like Vtech Holdings' (HKG:303) Earnings For More Than Just Statutory Profit

The market seemed underwhelmed by last week's earnings announcement from Vtech Holdings Limited ( HKG:303 ) despite the...
분석 기사 May 22

Why You Should Care About Vtech Holdings' (HKG:303) Strong Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
분석 기사 Apr 26

Investor Optimism Abounds Vtech Holdings Limited (HKG:303) But Growth Is Lacking

With a median price-to-earnings (or "P/E") ratio of close to 9x in Hong Kong, you could be forgiven for feeling...
분석 기사 Feb 05

Be Wary Of Vtech Holdings (HKG:303) And Its Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
분석 기사 Nov 01

Be Wary Of Vtech Holdings (HKG:303) And Its Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
분석 기사 May 15

Returns On Capital Signal Tricky Times Ahead For Vtech Holdings (HKG:303)

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...
분석 기사 Mar 01

Does Vtech Holdings (HKG:303) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Feb 12

Vtech Holdings (HKG:303) May Have Issues Allocating Its Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
분석 기사 Nov 08

Vtech Holdings (HKG:303) Will Want To Turn Around Its Return Trends

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
분석 기사 Aug 01

Vtech Holdings (HKG:303) Might Be Having Difficulty Using Its Capital Effectively

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 May 23

A Look At The Intrinsic Value Of Vtech Holdings Limited (HKG:303)

Today we will run through one way of estimating the intrinsic value of Vtech Holdings Limited ( HKG:303 ) by projecting...
분석 기사 Mar 28

Investors Could Be Concerned With Vtech Holdings' (HKG:303) Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
분석 기사 Feb 21

Should You Investigate Vtech Holdings Limited (HKG:303) At HK$64.85?

Vtech Holdings Limited ( HKG:303 ), is not the largest company out there, but it saw a decent share price growth in the...

CEO 보수 분석

Allan Wong의 보수는 Vtech Holdings의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$134m

Dec 31 2025n/an/a

US$139m

Sep 30 2025n/an/a

US$144m

Jun 30 2025n/an/a

US$150m

Mar 31 2025US$4mUS$1m

US$157m

Dec 31 2024n/an/a

US$159m

Sep 30 2024n/an/a

US$160m

Jun 30 2024n/an/a

US$164m

Mar 31 2024US$4mUS$1m

US$167m

Dec 31 2023n/an/a

US$164m

Sep 30 2023n/an/a

US$161m

Jun 30 2023n/an/a

US$155m

Mar 31 2023US$3mUS$1m

US$149m

Dec 31 2022n/an/a

US$164m

Sep 30 2022n/an/a

US$178m

Jun 30 2022n/an/a

US$175m

Mar 31 2022US$4mUS$1m

US$173m

Dec 31 2021n/an/a

US$178m

Sep 30 2021n/an/a

US$184m

Jun 30 2021n/an/a

US$208m

Mar 31 2021US$4mUS$1m

US$231m

Dec 31 2020n/an/a

US$214m

Sep 30 2020n/an/a

US$196m

Jun 30 2020n/an/a

US$194m

Mar 31 2020US$3mUS$1m

US$191m

보상 대 시장: Allan의 총 보수(USD3.74M)는 Hong Kong 시장에서 비슷한 규모 기업의 평균(USD467.48K)보다 높습니다.

보상과 수익: Allan의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Allan Wong (74 yo)

50.3yrs
재임 기간
US$3,738,000
보수

Dr. Chi-Yun Wong, also known as Allan, GBS, SBS, B.Sc., JP, MBE, MSEE, Hon DTech, JP, has been an Independent Non-Executive Director of Li & Fung Limited since March 30, 1999. Dr. Wong co-founded VTech Hol...


이사회 구성원

이름직위재임 기간보수지분
Chi-Yun Wong
Co-Founderno dataUS$3.74m33.89%
HK$ 4.6b
King Fai Pang
President & Executive Director19.1yrsUS$1.54m0.21%
HK$ 28.3m
Hon Kwong Leung
CEO of Contract Manufacturing Services & Executive Director17.3yrsUS$2.74m0.35%
HK$ 47.0m
Ping Keung Ko
Independent Non-Executive Director8.3yrsUS$46.00k데이터 없음
Shui Chung Wang
Independent Non Executive Director24.5yrsUS$48.00k0.064%
HK$ 8.6m
Kwok-Lun Fung
Independent Non Executive Director24.5yrsUS$43.00k0.41%
HK$ 55.8m
Kai-Man Wong
Independent Non-Executive Director13.7yrsUS$56.00k데이터 없음
Jie Gan
Independent Non-executive Director3.2yrsUS$40.16k데이터 없음
Yee Lai Wong
Non-Executive Director6.5yrsUS$35.00k데이터 없음
15.5yrs
평균 재임 기간
74yo
평균 나이

경험이 풍부한 이사회: 303의 이사회는 노련하고 경험이 풍부합니다(평균 재임 15.5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/23 20:46
종가2026/05/22 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Vtech Holdings Limited는 15명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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