This company has been acquired
The company may no longer be operating, as it has been acquired. Find out why through their latest events.
Hollysys Automation Technologies 배당 및 자사주 매입
배당 기준 점검 0/6
Hollysys Automation Technologies 현재 배당금을 지급하지 않습니다.
핵심 정보
0%
배당 수익률
n/a
자사주 매입 수익률
| 총 주주 수익률 | n/a |
| 미래 배당 수익률 | 0% |
| 배당 성장률 | n/a |
| 다음 배당 지급일 | n/a |
| 배당락일 | n/a |
| 주당 배당금 | n/a |
| 배당 성향 | 0% |
최근 배당 및 자사주 매입 업데이트
업데이트 없음
Recent updates
Seeking Alpha • Sep 03
Hollysys: Umpteenth Time's A Charm
Summary Hollysys Automation Technologies Ltd. is on the verge of entering a take-private deal. A deal could be valued as high as $29/sh. The buyout story up until this point suggests a binding transaction will materialize between Hollysys and the company's CEO. There is a ~50% upside if a deal is reached under the reported terms. Therefore, speculative investors should consider adding HOLI to the portfolio. Hollysys Automation Technologies Ltd. (HOLI) is on the verge of entering a take-private deal? The latest news makes it seem so. Seeking Alpha, crediting Reuters, reported that HOLI's current CEO is closing in on making an offer to take the company private for $29/sh. That is a whopping ~50% premium over today's price. While investors have heard this story before (see previous articles here and here), this leak seems like a plausible ending to the buyout saga that is HOLI. Synthesized Buyout Story December 2020, HOLI received a take-private proposal from CPE Funds Management Limited, Ace Leads Profits Limited, and Baiqing Shao, former HOLI CEO, ("Shao Consortium") to acquire the company at $15.47/sh in cash. June 2021, the Shao Consortium raises proposal to $17.10/sh in cash. July 2021, Mr. Changli Wang, HOLI's founder and previous CEO, and Ascendent Capital Partners (“Emerald Consortium”) submitted a non-binding proposal to take HOLI private for $23/sh in cash. September 2021, Zhejiang Longsheng Group Co., Ltd. and Loyal Valley Innovation Capital Limited ( “Longshen Consortium“), presented a take-private proposal for $24/sh in cash. January 3, 2022, Changli Wang was reappointed as HOLI's CEO and nominated to the board. January 24, 2022, Recco Control Technology Pte. Ltd. and Dazheng Group Investment Holdings Company Ltd., ("Recco Consortium") announced it had previously submitted on December 3, 2021 a take-private proposal for $25/sh in cash. The consortium stated in its release, "[o]ver the last seven weeks, we have attempted to engage with [HOLI], your financial advisor and legal counsel in friendly discussions... but so far there has been no substantive progress, and the Proposal has not been made public". Also in its release, the consortium disclosed that it already had debt financing arranged through the Bank of China. Also on January 24, 2022, HOLI board decides to suspend its evaluation of all buyout proposals citing it "believes [HOLI] possesses significant value creation potential with its leading position in the automation industry, and that it is important for the Board and the management team to focus on strengthening and optimizing the business operations". March 11, 2022, TFI Asset Management Ltd. joins the Recco Consortium. March 15, 2022, Bloomberg reports that Beijing Infrastructure Investment Co., the state-owned operator of Beijing’s railway and subway, had "preliminary discussions" to take HOLI private for ~$1.9b (or ~$31/sh). April 2022, HOLI disclosed that CEO Wang purchased 1,055,000 ordinary shares in the open market. July 2022, the Recco Consortium, joined by Great Wall Capital Co., reaffirmed its $25/sh in cash take-private proposal. In its release, the consortium stated: the subsequent announcement by [HOLI] to suspend evaluation of all unsolicited buyout proposals and the board's continuing non-engaging with the consortium is not in the best interest of Hollysys' shareholders, especially in light of the attractive premium... as well as the management's inability to increase shareholders' value. September 2, 2022, Reuters reported that CEO Wang received endorsement from the municipal government and is finalizing financing to take HOLI private at $29/sh. According to the article, Wang, "acting under the local government's guidance, has joined hands with a Beijing-based state firm for the potential deal" and was close to securing financing. Imminent Buyout Theory The thesis is quite simple really. Changli Wang genuinely wants to acquire HOLI and is in the home stretch of solidifying a deal. After the company received the $24/sh Longshen Consortium and the $25/sh Recco Consortium proposals, which were both superior to his own $23/sh proposal, Wang moved to reinstitute himself as CEO of the company in order to stymie further buyout progression. On the same day that the $25/sh proposal became public (which was concealed from investors for 7 weeks!), Wang persuaded HOLI's board to publicly announce it was suspending evaluation of "all unsolicited buyout proposals". By doing so, he gave himself time to arrange a proposal that would be superior to the increasingly competitive bids for the company.Seeking Alpha • Aug 12
HollySys Automation Non-GAAP EPS of $0.40, revenue of $182.1M
HollySys Automation press release (NASDAQ:HOLI): Q4 Non-GAAP EPS of $0.40. Revenue of $182.1M (+14.7% Y/Y). GUIDANCE FISCAL YEAR 2023 The revenue is expected to be between $810 million and $885 million, with a year-on-year increase of 15% to 25%.Seeking Alpha • Jul 15
Hollysys: Waiting For A Better Entry (Technical Analysis)
Shares are currently trying to regain their 200-day moving average. We continue to like Hollysys' long-term prospects. Balance sheet, valuation and profitability trends all point to rising prices over the long haul. Intro We wrote about Hollysys Automation Technologies Ltd. (HOLI) back in early 2021 when we liked what we saw concerning the company's fundamentals and technicals. As the long-term chart illustrates below, shares briefly traded close to the $10 area back in early 2020 before registering a long-term buy signal through the popular MACD technical indicator. Because of how many shares were oversold at that time, we began to trade the stock in 2020 from the long side before finally liquidating our long exposure in Hollysys when shares lost their 10-month moving average in the following year. From a technical standpoint at present, with shares stagnating over the past few months and the monthly MACD locked in a neutral position, Hollysys seems to be at a crossroads concerning its near-term trend. In saying this, any bullish move here in the near term should bring trend followers into play on the long side, so the next few weeks of trading in this stock will be interesting. HOLI´s Trend Remains Bullish long-Term (StockCharts.com) What we are saying above regarding shares of HOLI currently at a crossroads can also be seen on the daily chart. We state this because volume trends have been very encouraging recently, but shares remain in a fight not to lose their 200-day moving average. Suffice it to say, shares must regain this crucial support level to ensure a bearish descending triangle does not play out to the downside. Daily Chart Of HOLI (StockCharts.com) Suffice it to say, given the downside potential which is still clearly evident on the monthly chart, we are only interested in trading HOLI once shares regain their 200-day moving average once more. Long-term, this stock is going higher, but we would rather not be on the other side of the trade temporarily and thus suffer an opportunity cost over a given time period which could turn out to be many months. On the contrary, long-term investors who do not mind collecting the dividend while we wait for a significant up-move just need to keep focused on the following. Many investors focus on cash-flow metrics in a stock but sometimes make the mistake of not focusing on the potential for sustained cash-flow generation over the long term. With respect to Hollysys (being a profitable company for many years now), it is all about how its earnings get converted into cash over the long haul. Well in the company's most recent reported quarter, Hollysys' cash balance and short-term investments came in well over $700 million. Given the company's present market cap of $948 million, this $700+ million number is the real calling card in Hollysys for the following reasons. Profitability Trends How does a cash balance usually get whittled down in a stock which results in cash exiting a company? This usually comes from a negative earnings trend where not enough cash is being generated to pay for operations, pay dividends or pay debts, etc. if needs be. Hollysys though is expected to announce 29% bottom-line growth ($2.09 per share) on revenues of $586 million (8% growth rate) in the fiscal year that ends in June 2022. Furthermore, shareholder equity ($1.227 billion) continues to grow and Hollysys has no debt to speak of on its balance sheet. Suffice it to say, as long as Hollysys can report sufficient sales to keep earnings and cash-flow numbers buoyant, then the balance sheet should keep on getting stronger from strategic investments in each of the company's segments. Valuation This takes care of the profitability argument from an earnings standpoint, but what if we are wrong? What if Hollysys does not live up to its billing with respect to what is expected from the stock going forward? Well, in essence, there are two drivers of long-term earnings growth which are Hollysys' assets and also its sales. At present, Hollysys trades with a book multiple of 0.77 and a sales multiple of 1.36 which are both easily 50%+ beneath the stock's respective 5-year averages for these multiples. These multiples would obviously be significantly lower if shares indeed did test the lower trend-line in the long-term chart depicted above.Seeking Alpha • Jul 08
Buyer consortium reaffirms $25/share acquisition proposal for Hollysys
A buyer consortium led by Recco Control Technology and Dazheng Investment announced its proposed acquisition of Hollysys Automation Technologies (NASDAQ:HOLI). The consortium has hired UBS Hong Kong Branch for its financial advisor. Consortium also includes TFI Asset Management and Great Wall Capital who have entered into a memorandum of strategic cooperation with Recco Control Technology and Dazheng forthe acquisition. The consortium reaffirms its non-binding indicative all-cash offer of $25/share to acquire Hollysys; offer marks a premium of 65.5% over Hollysys' closing share price of $15.11 on July 7, 2022. There is no assurance that any agreement would be reached with Hollysys board for the potential acquisition.Seeking Alpha • Mar 05
Hollysys Finds Its Future In Its Past, But Investability Is A Real Question
Hollysys has brought back its founding CEO and announced that it is no longer considering go-private offers. Since my last article, the company has changed auditors, changed CEO, and reported FQ4'21 earnings almost eight months after quarter's end, with minimal explanation for any of it. Hollysys has a credible opportunity in process automation within China, and perhaps recovery potential in the rail business, but communication with investors has been very poor. Hollysys may well be exceptionally cheap here, but I consider it effectively uninvestable given poor/inconsistent communication and no recent information on strategy/strategic priorities.Seeking Alpha • Nov 23
Caveat Emptor: There Is A Reason HollySys Is So Cheap
HOLI is trading at a steep discount based on fundamentals. To boot, HOLI's board has three competing offers to take the company private for as high as $24/ADS. It is, however, unclear what is going on behind-the-scenes at HOLI and with its board. Trust has become a major issue and lag on the stock price. Therefore, it is recommended to stay on the sidelines for now.Seeking Alpha • Aug 27
Hollysys Investors Seeing A Light At The End Of The Tunnel... And It's Not An Oncoming Train
Hollysys has a strong $23/share bid on the table from a group that includes Ascendent Capital Partners and Changli Wang, the founder, former Chairman, and former CEO of Hollysys. Management is late reporting fiscal fourth quarter results, leading me to think they're seriously considering the bid, and the company recently announced two current executive officers are supporting the bidders. A top-level preannouncement from management suggests materially better fourth quarter results than I expected, including strong Industrial Automation sales, and recent awards have been very encouraging. The $23/share bid approximates my estimate of Hollysys' value today and there's no execution risk for shareholders, though it comes at the cost of standalone upside.분석 기사 • Mar 16
Calculating The Intrinsic Value Of Hollysys Automation Technologies Ltd. (NASDAQ:HOLI)
Today we will run through one way of estimating the intrinsic value of Hollysys Automation Technologies Ltd...분석 기사 • Feb 02
Here's Why We Think Hollysys Automation Technologies' (NASDAQ:HOLI) Statutory Earnings Might Be Conservative
It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...분석 기사 • Dec 07
The Trends At Hollysys Automation Technologies (NASDAQ:HOLI) That You Should Know About
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...분석 기사 • Nov 24
Key Things To Consider Before Buying Hollysys Automation Technologies Ltd. (NASDAQ:HOLI) For Its Dividend
Is Hollysys Automation Technologies Ltd. (NASDAQ:HOLI) a good dividend stock? How can we tell? Dividend paying...지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: 과거에 HOLI 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.
배당금 증가: HOLI 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.
배당 수익률 vs 시장
| Hollysys Automation Technologies 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (HOLI) | 0% |
| 시장 하위 25% (US) | 1.4% |
| 시장 상위 25% (US) | 4.2% |
| 업계 평균 (Electronic) | 0.8% |
| 분석가 예측 (HOLI) (최대 3년) | 0% |
주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 HOLI 의 배당 수익률을 평가할 수 없습니다.
고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 HOLI 의 배당 수익률을 평가할 수 없습니다.
주주 대상 이익 배당
수익 보장: HOLI US 시장에서 주목할만한 배당금을 지급하지 않습니다.
주주 현금 배당
현금 흐름 범위: HOLI 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2024/07/25 07:01 |
| 종가 | 2024/07/25 00:00 |
| 수익 | 2024/03/31 |
| 연간 수익 | 2023/06/30 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 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 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Hollysys Automation Technologies Ltd.는 15명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jay Huang | Bernstein |
| Chun-Kai Wang | Citigroup Inc |
| Paul Quah | CLSA |