Reported Earnings • Jul 26
Full year 2026 earnings released: EPS: HK$0.13 (vs HK$0.15 in FY 2025) Full year 2026 results: EPS: HK$0.13 (down from HK$0.15 in FY 2025). Revenue: HK$4.62b (up 6.2% from FY 2025). Net income: HK$300.6m (down 12% from FY 2025). Profit margin: 6.5% (down from 7.9% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year. Reported Earnings • Jun 23
Full year 2026 earnings released: EPS: HK$0.13 (vs HK$0.15 in FY 2025) Full year 2026 results: EPS: HK$0.13 (down from HK$0.15 in FY 2025). Revenue: HK$4.62b (up 6.2% from FY 2025). Net income: HK$300.6m (down 12% from FY 2025). Profit margin: 6.5% (down from 7.9% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • Jun 23
Now 30% undervalued after recent price drop Over the last 90 days, the stock has fallen 27% to HK$0.74. The fair value is estimated to be HK$1.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 21%. Announcement • Jun 22
Nameson Holdings Limited, Annual General Meeting, Aug 28, 2026 Nameson Holdings Limited, Annual General Meeting, Aug 28, 2026. Announcement • Jun 09
Nameson Holdings Limited to Report Fiscal Year 2026 Results on Jun 22, 2026 Nameson Holdings Limited announced that they will report fiscal year 2026 results on Jun 22, 2026 Board Change • Apr 08
Less than half of directors are independent Following 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 Po Yuen Sun was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Dec 25
First half 2026 earnings released: EPS: HK$0.15 (vs HK$0.13 in 1H 2025) First half 2026 results: EPS: HK$0.15 (up from HK$0.13 in 1H 2025). Revenue: HK$2.83b (up 1.6% from 1H 2025). Net income: HK$336.0m (up 13% from 1H 2025). Profit margin: 12% (up from 11% in 1H 2025). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Nov 24
First half dividend of announced Shareholders will receive a dividend of . Sustainability & Growth Dividend is covered by earnings (75% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.5% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Nov 24
First half 2026 earnings released: EPS: HK$0.15 (vs HK$0.13 in 1H 2025) First half 2026 results: EPS: HK$0.15 (up from HK$0.13 in 1H 2025). Revenue: HK$2.83b (up 1.6% from 1H 2025). Net income: HK$336.0m (up 13% from 1H 2025). Profit margin: 12% (up from 11% in 1H 2025). Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 28% per year. Announcement • Nov 22
Nameson Holdings Limited Announces Interim Ordinary Dividend for the Six Months Ended 30 September 2025, Payable on 19 December 2025 Nameson Holdings Limited announced interim ordinary dividend of HKD 0.11 per share for the six months ended 30 September 2025. Ex-dividend date is 05 December 2025; Record date is 11 December 2025; Payment date is 19 December 2025. Valuation Update With 7 Day Price Move • Nov 19
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to HK$1.04, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 10x in the Luxury industry in Hong Kong. Total returns to shareholders of 317% over the past three years. Announcement • Nov 11
Nameson Holdings Limited to Report First Half, 2026 Results on Nov 21, 2025 Nameson Holdings Limited announced that they will report first half, 2026 results on Nov 21, 2025 Reported Earnings • Aug 03
Full year 2025 earnings released: EPS: HK$0.15 (vs HK$0.16 in FY 2024) Full year 2025 results: EPS: HK$0.15 (down from HK$0.16 in FY 2024). Revenue: HK$4.35b (flat on FY 2024). Net income: HK$342.3m (down 5.3% from FY 2024). Profit margin: 7.9% (down from 8.3% in FY 2024). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Jul 15
Now 20% undervalued Over the last 90 days, the stock has risen 4.0% to HK$0.78. The fair value is estimated to be HK$0.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 17%. Declared Dividend • Jun 23
Final dividend reduced to HK$0.015 Dividend of HK$0.015 is 57% lower than last year. Ex-date: 7th July 2025 Payment date: 23rd July 2025 Dividend yield will be 13%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is covered by earnings (75% earnings payout ratio) but not covered by cash flows (dividend approximately 30x free cash flows). The dividend has increased by an average of 4.5% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Jun 21
Full year 2025 earnings released: EPS: HK$0.15 (vs HK$0.16 in FY 2024) Full year 2025 results: EPS: HK$0.15 (down from HK$0.16 in FY 2024). Revenue: HK$4.35b (flat on FY 2024). Net income: HK$342.3m (down 5.3% from FY 2024). Profit margin: 7.9% (down from 8.3% in FY 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Luxury industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jun 21
Nameson Holdings Limited, Annual General Meeting, Sep 02, 2025 Nameson Holdings Limited, Annual General Meeting, Sep 02, 2025. Announcement • Jun 20
Nameson Holdings Limited Announces Ordinary Second Interim Dividend for the Year Ended 31 March 2025, Payable on 23 July 2025 Nameson Holdings Limited declares Ordinary Second Interim Dividend for the Year Ended 31 March 2025 of HKD 0.015 per share. Ex-dividend date: 07 July 2025; Record date: 11 July 2025; Payment date: 23 July 2025. Announcement • Jun 10
Nameson Holdings Limited to Report Fiscal Year 2025 Results on Jun 20, 2025 Nameson Holdings Limited announced that they will report fiscal year 2025 results on Jun 20, 2025 Reported Earnings • Dec 28
First half 2025 earnings released: EPS: HK$0.13 (vs HK$0.13 in 1H 2024) First half 2025 results: EPS: HK$0.13 (up from HK$0.13 in 1H 2024). Revenue: HK$2.79b (up 2.2% from 1H 2024). Net income: HK$298.2m (up 3.1% from 1H 2024). Profit margin: 11% (in line with 1H 2024). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Luxury industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth. Price Target Changed • Dec 12
Price target increased by 13% to HK$1.01 Up from HK$0.90, the current price target is provided by 1 analyst. New target price is 16% above last closing price of HK$0.87. Stock is up 74% over the past year. The company posted earnings per share of HK$0.16 last year. Declared Dividend • Nov 25
First half dividend increased to HK$0.098 Dividend of HK$0.098 is 3.2% higher than last year. Ex-date: 6th December 2024 Payment date: 20th December 2024 Dividend yield will be 15%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is covered by both earnings (82% earnings payout ratio) and cash flows (81% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 26% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Nov 24
First half 2025 earnings released: EPS: HK$0.13 (vs HK$0.13 in 1H 2024) First half 2025 results: EPS: HK$0.13 (up from HK$0.13 in 1H 2024). Revenue: HK$2.79b (up 2.2% from 1H 2024). Net income: HK$298.2m (up 3.1% from 1H 2024). Profit margin: 11% (in line with 1H 2024). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Nov 22
Nameson Holdings Limited Announces Interim Cash Dividend for the Six Months Ended 30 September 2024, Payable on 20 December 2024 Nameson Holdings Limited announced interim cash dividend of HKD 0.098 per share for the six months ended 30 September 2024, payable on 20 December 2024. Record date is 12 December 2024. Ex-dividend date is 06 December 2024. Announcement • Nov 11
Nameson Holdings Limited to Report First Half, 2025 Results on Nov 22, 2024 Nameson Holdings Limited announced that they will report first half, 2025 results on Nov 22, 2024 Reported Earnings • Jul 28
Full year 2024 earnings released: EPS: HK$0.16 (vs HK$0.059 in FY 2023) Full year 2024 results: EPS: HK$0.16 (up from HK$0.059 in FY 2023). Revenue: HK$4.38b (down 4.9% from FY 2023). Net income: HK$361.7m (up 168% from FY 2023). Profit margin: 8.3% (up from 2.9% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Declared Dividend • Jun 24
Final dividend increased to HK$0.035 Dividend of HK$0.035 is 483% higher than last year. Ex-date: 5th July 2024 Payment date: 23rd July 2024 Dividend yield will be 17%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is covered by both earnings (82% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 40% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Jun 22
Full year 2024 earnings released: EPS: HK$0.16 (vs HK$0.059 in FY 2023) Full year 2024 results: EPS: HK$0.16 (up from HK$0.059 in FY 2023). Revenue: HK$4.38b (down 4.9% from FY 2023). Net income: HK$361.7m (up 168% from FY 2023). Profit margin: 8.3% (up from 2.9% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Announcement • Jun 22
Nameson Holdings Limited, Annual General Meeting, Aug 30, 2024 Nameson Holdings Limited, Annual General Meeting, Aug 30, 2024. New Risk • Dec 06
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 10% 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 Dividend is not well covered by earnings (120% payout ratio). Share price has been volatile over the past 3 months (10% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.5% net profit margin). Upcoming Dividend • Nov 29
Upcoming dividend of HK$0.095 per share at 9.5% yield Eligible shareholders must have bought the stock before 06 December 2023. Payment date: 20 December 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 9.5%. Within top quartile of Hong Kong dividend payers (8.2%). Higher than average of industry peers (3.1%). Reported Earnings • Nov 28
First half 2024 earnings released: EPS: HK$0.13 (vs HK$0.10 in 1H 2023) First half 2024 results: EPS: HK$0.13 (up from HK$0.10 in 1H 2023). Revenue: HK$2.73b (down 12% from 1H 2023). Net income: HK$289.1m (up 24% from 1H 2023). Profit margin: 11% (up from 7.5% in 1H 2023). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Announcement • Nov 25
Nameson Holdings Limited Announces Interim Dividend for the Six Months Ended September 30, 2023, Payable on December 20, 2023 Nameson Holdings Limited announced interim dividend of HKD 0.095 per share for the six months ended September 30, 2023. Ex-dividend date is December 6, 2023. Record date is December 12, 2023. Payment date is December 20, 2023. Announcement • Nov 14
Nameson Holdings Limited to Report First Half, 2024 Results on Nov 24, 2023 Nameson Holdings Limited announced that they will report first half, 2024 results on Nov 24, 2023 Reported Earnings • Jul 27
Full year 2023 earnings released: EPS: HK$0.059 (vs HK$0.12 in FY 2022) Full year 2023 results: EPS: HK$0.059 (down from HK$0.12 in FY 2022). Revenue: HK$4.60b (up 14% from FY 2022). Net income: HK$134.8m (down 49% from FY 2022). Profit margin: 2.9% (down from 6.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 9% per year. Announcement • Jul 26
Nameson Holdings Limited, Annual General Meeting, Aug 25, 2023 Nameson Holdings Limited, Annual General Meeting, Aug 25, 2023, at 10:30 China Standard Time. Location: Units AC, 21/F, Block 1, Tai Ping Industrial Centre 57 Ting Kok Road, Tai Po, New Territories New Territories Hong Kong Agenda: To receive and consider the audited consolidated financial statements of the Company and its subsidiaries and the reports of the directors and the auditors of the Company for the year ended 31 March 2023; to re-elect Mr. Li Po Sing as an executive director of the Company; to re-elect Mr. Kan Chung Nin, Tony as an independent non-executive director of the Company; to re-elect Mr. Fan Chun Wah, Andrew as an independent non-executive director of the Company; to re-appoint PricewaterhouseCoopers as auditors of the Company and to authorise the Board to fix their remuneration; and to consider other matters. New Risk • Jun 25
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 49% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (96% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.9% net profit margin). Announcement • Jun 24
Nameson Holdings Limited Announces Second Interim Dividend for the Year Ended March 31, 2023, Payable on July 25, 2023 Nameson Holdings Limited announced Second Interim Dividend of HKD 0.006 for the Year Ended 31 March 2023, payable on July 25, 2023. Ex-dividend date: July 6, 2023. Record date: July 12, 2023. Reported Earnings • Jun 24
Full year 2023 earnings released: EPS: HK$0.059 (vs HK$0.12 in FY 2022) Full year 2023 results: EPS: HK$0.059 (down from HK$0.12 in FY 2022). Revenue: HK$4.60b (up 14% from FY 2022). Net income: HK$134.8m (down 49% from FY 2022). Profit margin: 2.9% (down from 6.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Jun 20
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 9.6%. The fair value is estimated to be HK$0.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Announcement • Jun 10
Nameson Holdings Limited to Report Fiscal Year 2023 Final Results on Jun 23, 2023 Nameson Holdings Limited announced that they will report fiscal year 2023 final results on Jun 23, 2023 Buying Opportunity • Jun 05
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 6.7%. The fair value is estimated to be HK$0.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Announcement • May 26
Nameson Holdings Limited Provides Earnings Guidance for the Year Ended 31 March 2023 Nameson Holdings Limited provided earnings guidance for the year ended 31 March 2023. The Group is expected to record a profit for the year ended 31 March 2023 in the range of between HKD 130.0 million and HKD 170.0 million as compared to a profit of approximately HKD 275.6 million for the year ended 31 March 2022. Reported Earnings • Dec 28
First half 2023 earnings released: EPS: HK$0.10 (vs HK$0.084 in 1H 2022) First half 2023 results: EPS: HK$0.10 (up from HK$0.084 in 1H 2022). Revenue: HK$3.10b (up 26% from 1H 2022). Net income: HK$232.8m (up 21% from 1H 2022). Profit margin: 7.5% (down from 7.9% in 1H 2022). Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Upcoming Dividend • Nov 30
Upcoming dividend of HK$0.051 per share Eligible shareholders must have bought the stock before 07 December 2022. Payment date: 21 December 2022. Payout ratio is a comfortable 50% but the company is paying out more than the cash it is generating. Trailing yield: 13%. Within top quartile of Hong Kong dividend payers (8.7%). Higher than average of industry peers (2.6%). Announcement • Nov 26
Nameson Holdings Limited Announces Interim Dividend for the Six Months Ended 30 September 2022, Payable on 21 December 2022 Nameson Holdings Limited announced interim dividend of HKD 0.051 per share for the six months ended 30 September 2022. Ex-dividend date is 07 December 2022; Record date is 13 December 2022; Payment date is 21 December 2022. Reported Earnings • Nov 26
First half 2023 earnings released: EPS: HK$0.10 (vs HK$0.084 in 1H 2022) First half 2023 results: EPS: HK$0.10 (up from HK$0.084 in 1H 2022). Revenue: HK$3.10b (up 26% from 1H 2022). Net income: HK$232.8m (up 21% from 1H 2022). Profit margin: 7.5% (down from 7.9% in 1H 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Announcement • Nov 16
Nameson Holdings Limited to Report First Half, 2023 Results on Nov 25, 2022 Nameson Holdings Limited announced that they will report first half, 2023 results on Nov 25, 2022 Board Change • Nov 16
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. CEO & Executive Director Yu Hin Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Aug 27
Nameson Holdings Limited Approves Final Dividend for the Year Ended 31 March 2022 Nameson Holdings Limited approves final dividend of 1.5 HK cents per share for the year ended 31 March 2022, at its Annual General Meeting held on 26 August 2022. Upcoming Dividend • Aug 25
Upcoming dividend of HK$0.015 per share Eligible shareholders must have bought the stock before 01 September 2022. Payment date: 20 September 2022. Payout ratio is a comfortable 49% but the company is paying out more than the cash it is generating. Trailing yield: 13%. Within top quartile of Hong Kong dividend payers (8.3%). Higher than average of industry peers (2.3%). Reported Earnings • Jul 27
Full year 2022 earnings released: EPS: HK$0.12 (vs HK$0.14 in FY 2021) Full year 2022 results: EPS: HK$0.12 (down from HK$0.14 in FY 2021). Revenue: HK$4.04b (up 5.0% from FY 2021). Net income: HK$263.3m (down 16% from FY 2021). Profit margin: 6.5% (down from 8.2% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Reported Earnings • Jun 26
Full year 2022 earnings released Full year 2022 results: Revenue: HK$4.04b (up 5.0% from FY 2021). Net income: HK$263.3m (down 16% from FY 2021). Profit margin: 6.5% (down from 8.2% in FY 2021). The decrease in margin was driven by higher expenses. Announcement • Jun 25
Nameson Holdings Limited Proposes Ordinary Final Dividend for the Financial Year Ended March 31, 2022, Payable on September 20, 2022 Nameson Holdings Limited proposed ordinary final dividend of HKD 0.015 per share for the financial year ended March 31, 2022, payable on September 20, 2022. The ex-dividend date is September 1, 2022 and record date is September 7, 2022. Announcement • Jun 11
Nameson Holdings Limited to Report Fiscal Year 2022 Results on Jun 24, 2022 Nameson Holdings Limited announced that they will report fiscal year 2022 results on Jun 24, 2022 Board Change • Apr 27
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. CEO & Executive Director Yu Hin Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Apr 13
Nameson Holdings Limited Announces Board and Committee Changes The board of directors of Nameson Holdings Limited announces that, with effect from 12 April 2022, Mr. Tam Wai Hung, David has resigned as a non-executive Director; and Mr. Ong Chor Wei and Ms. Lee Bik Kee, Betty have resigned as independent non-executive Directors as each of them would like to devote more time to his/her other personal/business commitments upon completion of his/her service contract/letter of appointment. The Board announces that, with effect from 12 April 2022: Mr. Tam Wai Hung, David has ceased to be a member of the audit committee of the Board(Audit Committee); Mr. Ong Chor Wei has ceased to be the chairman of the Audit Committee, a member of the remuneration committee of the Board (Remuneration Committee) and a member of the nomination committee of the Board (Nomination Committee'); Ms. Lee Bik Kee, Betty has ceased to be a member of the Nomination Committee; (4) Mr. Man Yu Hin has ceased to be a member of the Nomination Committee; Mr. Fan Chun Wah, Andrew JP has been appointed as the chairman of the Audit Committee; Mr. Ip Shu Kwan, Stephen GBS, JP has been appointed as a member of the Remuneration Committee; and Ms. Fan Chiu Fun, Fanny GBM, GBS, JP has been appointed as a member of the Nomination Committee. Board Change • Dec 06
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. CEO & Executive Director Yu Hin Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 29
First half 2022 earnings: EPS exceeds analyst expectations while revenues lag behind First half 2022 results: EPS: HK$0.084 (down from HK$0.10 in 1H 2021). Revenue: HK$2.45b (up 6.9% from 1H 2021). Net income: HK$192.5m (down 19% from 1H 2021). Profit margin: 7.9% (down from 10% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 16%. Earnings per share (EPS) exceeded analyst estimates by 11%. Earnings per share (EPS) surpassed analyst estimates by 11%. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Upcoming Dividend • Aug 26
Upcoming dividend of HK$0.012 per share Eligible shareholders must have bought the stock before 02 September 2021. Payment date: 21 September 2021. Trailing yield: 9.1%. Within top quartile of Hong Kong dividend payers (6.6%). Higher than average of industry peers (1.1%). Reported Earnings • Jul 28
Full year 2021 earnings released: EPS HK$0.14 (vs HK$0.069 in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: HK$3.85b (down 14% from FY 2020). Net income: HK$313.7m (up 100% from FY 2020). Profit margin: 8.2% (up from 3.5% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings. Reported Earnings • Jun 27
Full year 2021 earnings released: EPS HK$0.14 (vs HK$0.069 in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: HK$3.85b (down 14% from FY 2020). Net income: HK$313.7m (up 100% from FY 2020). Profit margin: 8.2% (up from 3.5% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings. Announcement • May 16
Nameson Holdings Limited Provides Earnings Guidance for the Year Ended March 31, 2021 Nameson Holdings Limited provided earnings guidance for the year ended March 31, 2021. The Group is expected to record a profit for the year ended March 31, 2021 in the range of between HKD 260 million and HKD 300 million as compared to a profit of approximately HKD 152 million for the year ended March 31, 2020. Executive Departure • Apr 08
Non-Executive Director has left the company On the 1st of April, Ting Kau Wong's tenure as Non-Executive Director ended after 5.6 years in the role. We don't have any record of a personal shareholding under Ting Kau's name. A total of 2 executives have left over the last 12 months. Executive Departure • Apr 08
Chairman of the Board & CEO Ting Chung Wong has left the company On the 1st of April, Ting Chung Wong's tenure as Chairman of the Board & CEO of the company ended. We don't have any record of a personal shareholding under Ting Chung's name. A total of 2 executives have left over the last 12 months. Is New 90 Day High Low • Jan 29
New 90-day low: HK$0.42 The company is down 12% from its price of HK$0.48 on 30 October 2020. The Hong Kong market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 29% over the same period. Reported Earnings • Dec 25
First half 2021 earnings released: EPS HK$0.10 The company reported a soft first half result with weaker earnings and revenues, although profit margins were improved. First half 2021 results: Revenue: HK$2.30b (down 24% from 1H 2020). Net income: HK$238.5m (down 12% from 1H 2020). Profit margin: 10% (up from 9.0% in 1H 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 47% per year, which means it has not declined as severely as earnings. Reported Earnings • Nov 22
First half 2021 earnings released: EPS HK$0.10 The company reported a soft first half result with weaker earnings and revenues, although profit margins were improved. First half 2021 results: Revenue: HK$2.30b (down 24% from 1H 2020). Net income: HK$238.5m (down 12% from 1H 2020). Profit margin: 10% (up from 9.0% in 1H 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 40% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Oct 22
New 90-day high: HK$0.46 The company is up 24% from its price of HK$0.37 on 24 July 2020. The Hong Kong market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Luxury industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$1.17 per share. Is New 90 Day High Low • Oct 05
New 90-day low: HK$0.34 The company is down 14% from its price of HK$0.40 on 07 July 2020. The Hong Kong market is down 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 16% over the same period. 
