Truly International Holdings Limited, an investment holding company, manufactures, sells, and trades in liquid crystal display products and electronic consumer products.
Very undervalued with reasonable growth potential.
Share Price & News
How has Truly International Holdings's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: TRUH.Y has not had significant price volatility in the past 3 months.
7 Day Return
1 Year Return
Return vs Industry: Insufficient data to determine how TRUH.Y performed against the US Electronic industry.
Return vs Market: Insufficient data to determine how TRUH.Y performed against the US Market.
Price Volatility Vs. Market
How volatile is Truly International Holdings's share price compared to the market and industry in the last 5 years?
Simply Wall St News
No news available
Is Truly International Holdings undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: TRUH.Y ($2.66) is trading below our estimate of fair value ($6.35)
Significantly Below Fair Value: TRUH.Y is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: TRUH.Y is good value based on its PE Ratio (18.6x) compared to the Electronic industry average (21.2x).
PE vs Market: TRUH.Y is good value based on its PE Ratio (18.6x) compared to the US market (18.9x).
Price to Earnings Growth Ratio
PEG Ratio: TRUH.Y is good value based on its PEG Ratio (0.4x)
Price to Book Ratio
PB vs Industry: TRUH.Y is good value based on its PB Ratio (0.5x) compared to the US Electronic industry average (2.1x).
How is Truly International Holdings forecast to perform in the next 1 to 3 years based on estimates from 1 analyst?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: TRUH.Y's forecast earnings growth (49.2% per year) is above the savings rate (1.7%).
Earnings vs Market: TRUH.Y's earnings (49.2% per year) are forecast to grow faster than the US market (14.3% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: TRUH.Y's revenue (10.9% per year) is forecast to grow faster than the US market (7.5% per year).
High Growth Revenue: TRUH.Y's revenue (10.9% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: TRUH.Y's Return on Equity is forecast to be low in 3 years time (9.1%).
How has Truly International Holdings performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: TRUH.Y has high quality earnings.
Growing Profit Margin: TRUH.Y's current net profit margins (1.1%) are higher than last year (0.5%).
Past Earnings Growth Analysis
Earnings Trend: TRUH.Y's earnings have declined by -48.4% per year over the past 5 years.
Accelerating Growth: TRUH.Y's earnings growth over the past year (159.4%) exceeds its 5-year average (-48.4% per year).
Earnings vs Industry: TRUH.Y earnings growth over the past year (159.4%) exceeded the Electronic industry 53.6%.
Return on Equity
High ROE: TRUH.Y's Return on Equity (3.8%) is considered low.
Return on Assets
Return on Capital Employed
How is Truly International Holdings's financial position?
Financial Position Analysis
Short Term Liabilities: TRUH.Y's short term assets (HK$11.2B) do not cover its short term liabilities (HK$16.2B).
Long Term Liabilities: TRUH.Y's short term assets (HK$11.2B) exceed its long term liabilities (HK$185.2M).
Debt to Equity History and Analysis
Debt Level: TRUH.Y's debt to equity ratio (78.4%) is considered high.
Reducing Debt: TRUH.Y's debt to equity ratio has increased from 72.2% to 78.4% over the past 5 years.
Debt Coverage: TRUH.Y's debt is not well covered by operating cash flow (9.2%).
Interest Coverage: TRUH.Y's interest payments on its debt are well covered by EBIT (3.4x coverage).
Inventory Level: TRUH.Y has a high level of physical assets or inventory.
Debt Coverage by Assets: TRUH.Y's debt is covered by short term assets (assets are 1.6x debt).
What is Truly International Holdings's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Current dividend yield vs market & industry
Notable Dividend: Unable to evaluate TRUH.Y's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.
High Dividend: Unable to evaluate TRUH.Y's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if TRUH.Y's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if TRUH.Y's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: TRUH.Y is not paying a notable dividend for the US market.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of TRUH.Y's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average board tenure
Steven Lam (66yo)
Mr. Wai Wah Lam, also known as Steven, serves as an Executive Chairman and Managing Director of Truly International Holdings Ltd. Mr. Lam is the founder of Truly International Holdings Ltd. and has over 26 ...
CEO Compensation Analysis
Compensation vs Market: Steven's total compensation ($USD743.51K) is below average for companies of similar size in the US market ($USD1.70M).
Compensation vs Earnings: Steven's compensation has been consistent with company performance over the past year.
|Executive Chairman & MD||0yrs||HK$5.78m||46.11% HK$214.6m|
|CFO, Company Secretary & Executive Director||1.2yrs||HK$1.76m||no data|
|Executive Director & COO||0yrs||HK$2.11m||0.050% HK$233.5k|
|VP, Purchasing & Procurement Director & Executive Director||1.2yrs||HK$1.01m||0.032% HK$146.6k|
|VP, Factory Chief Operating Officer & Executive Director||1.2yrs||HK$720.95k||0.0061% HK$28.6k|
|Executive Director||1.2yrs||HK$984.67k||0.017% HK$80.1k|
|Independent Non-Executive Director||0yrs||HK$132.00k||no data|
|Independent Non-Executive Director||0yrs||HK$132.00k||no data|
|Independent Non-Executive Director||0yrs||HK$264.00k||no data|
Experienced Board: TRUH.Y's board of directors are not considered experienced ( 1.2 years average tenure), which suggests a new board.
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 5%.
Truly International Holdings Limited's company bio, employee growth, exchange listings and data sources
- Name: Truly International Holdings Limited
- Ticker: TRUH.Y
- Exchange: OTCPK
- Industry: Electronic Components
- Sector: Tech
- Market Cap: HK$3.618b
- Listing Market Cap: HK$465.485m
- Shares outstanding: 3.29b
- Website: https://www.truly.com.hk
Number of Employees
- Truly International Holdings Limited
- Chung Shun Knitting Centre
- 2nd Floor
- Kwai Chung
- New Territories
- Hong Kong
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|732||SEHK (The Stock Exchange of Hong Kong Ltd.)||Yes||Ordinary Shares||HK||HKD||Jan 1992|
|TYU2||DB (Deutsche Boerse AG)||Yes||Ordinary Shares||DE||EUR||Jan 1992|
|TRUH.F||OTCPK (Pink Sheets LLC)||Yes||Ordinary Shares||US||USD||Jan 1992|
|732||SHSC (Stock Exchange of Hong Kong Limited - Shanghai - Hong Kong Stock Connect)||Yes||Ordinary Shares||HK||HKD||Jan 1992|
|732||SZSC (The Stock Exchange of Hong Kong - Shenzhen - Hong Kong Stock Connect)||Yes||Ordinary Shares||HK||HKD||Jan 1992|
|TRUH.Y||OTCPK (Pink Sheets LLC)||SPONSORED ADR||US||USD||Jul 1994|
Truly International Holdings Limited, an investment holding company, manufactures, sells, and trades in liquid crystal display products and electronic consumer products. It operates through two segments, LCD Products and Electronic Consumer Products. The company offers touch panel products and modules; compact camera modules; personal care products, including electric toothbrushes, blood glucose monitors, and blood pressure monitors; calculators and electronic components; printed and flexible circuit board panels, and plastic injection molding products for various applications; health care products; and fingerprint identification modules and electrical devices. The company has operations in the People’s Republic of China, South Korea, Japan, Hong Kong, Europe, and internationally. Truly International Holdings Limited is headquartered in Kwai Chung, Hong Kong.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/01/29 23:51|
|End of Day Share Price||2019/11/01 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.