Vtech Holdings Förvaltning
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Viktig information
Allan Wong
Verkställande direktör
US$3.4m
Total ersättning
| VD-lön i procent | 34.90% |
| Anställning som VD | 50.5yrs |
| Ägande av VD | 34.0% |
| Ledningens genomsnittliga anställningstid | inga uppgifter |
| Styrelsens genomsnittliga mandatperiod | 15.7yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • Jun 05
303: Future Upside Will Depend On Margin Stability And Full Dividend Payout
Analysts have trimmed their HK$ fair value estimate for Vtech Holdings from about HK$73.21 to about HK$69.73, reflecting updated assumptions for revenue growth, profit margins, discount rate and future P/E multiples. What's in the News VTech released its FY2026 results, reporting revenue and profit under pressure, mainly linked to US tariff changes and weaker consumer sentiment.Analysartikel • May 24
Vtech Holdings Limited Just Missed Earnings - But Analysts Have Updated Their Models
There's been a notable change in appetite for Vtech Holdings Limited ( HKG:303 ) shares in the week since its full-year...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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$70.19. This reflects updated assumptions on discount rates and future P/E multiples, while revenue growth and profit margin expectations remain broadly in line with prior estimates.Uppdatering av berättelse • Feb 25
303: Stable Outlook Will Rely On Steady Margins And Consistent Cash Returns
Analysts have kept their fair value estimate for Vtech Holdings broadly aligned with prior levels. This has led to a stable HK$ price target, as only minor tweaks were made to inputs such as the discount rate and assumed future P/E multiple.Uppdatering av berättelse • 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).Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Ny berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Mar 31 2026 | US$3m | US$1m | US$134m |
| Dec 31 2025 | n/a | n/a | US$139m |
| Sep 30 2025 | n/a | n/a | US$144m |
| Jun 30 2025 | n/a | n/a | US$150m |
| Mar 31 2025 | US$4m | US$1m | US$157m |
| Dec 31 2024 | n/a | n/a | US$159m |
| Sep 30 2024 | n/a | n/a | US$160m |
| Jun 30 2024 | n/a | n/a | US$164m |
| Mar 31 2024 | US$4m | US$1m | US$167m |
| Dec 31 2023 | n/a | n/a | US$164m |
| Sep 30 2023 | n/a | n/a | US$161m |
| Jun 30 2023 | n/a | n/a | US$155m |
| Mar 31 2023 | US$3m | US$1m | US$149m |
| Dec 31 2022 | n/a | n/a | US$164m |
| Sep 30 2022 | n/a | n/a | US$178m |
| Jun 30 2022 | n/a | n/a | US$175m |
| Mar 31 2022 | US$4m | US$1m | US$173m |
| Dec 31 2021 | n/a | n/a | US$178m |
| Sep 30 2021 | n/a | n/a | US$184m |
| Jun 30 2021 | n/a | n/a | US$208m |
| Mar 31 2021 | US$4m | US$1m | US$231m |
| Dec 31 2020 | n/a | n/a | US$214m |
| Sep 30 2020 | n/a | n/a | US$196m |
| Jun 30 2020 | n/a | n/a | US$194m |
| Mar 31 2020 | US$3m | US$1m | US$191m |
Ersättning vs marknad: Allan s total kompensation ($USD 3.44M ) är över genomsnittet för företag av liknande storlek på Hong Kong marknaden ($USD 462.42K ).
Ersättning vs inkomst: Ersättningen från Allan har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Allan Wong (75 yo)
50.5yrs
Anställning
US$3,438,000
Kompensation
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...
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Co-Founder | no data | US$3.44m | 33.96% HK$ 4.4b | |
| President & Executive Director | 19.3yrs | US$1.54m | 0.22% HK$ 28.7m | |
| CEO of Contract Manufacturing Services & Executive Director | 17.5yrs | US$2.54m | 0.37% HK$ 47.6m | |
| Independent Non-Executive Director | 8.5yrs | US$46.00k | inga uppgifter | |
| Independent Non Executive Director | 24.7yrs | US$48.00k | 0.064% HK$ 8.3m | |
| Independent Non Executive Director | 24.7yrs | US$48.00k | 0.41% HK$ 53.6m | |
| Independent Non-Executive Director | 13.8yrs | US$51.00k | inga uppgifter | |
| Independent Non-executive Director | 3.3yrs | US$43.00k | inga uppgifter | |
| Non-Executive Director | 6.7yrs | US$35.00k | inga uppgifter |
15.7yrs
Genomsnittlig anställningstid
75yo
Genomsnittlig ålder
Erfaren styrelse: 303 s styrelse är rutinerade och erfaren ( 15.7 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/03 21:04 |
| Aktiekurs vid dagens slut | 2026/07/03 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2026/03/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Vtech Holdings Limited bevakas av 13 analytiker. 2 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Jones Ku | Barclays |
| Xin Li | Citic Securities Co., Ltd. |
| Tak Hung Lau | Citigroup Inc |