Vtech Holdings Limited

SEHK:303 Stok Raporu

Piyasa değeri: HK$15.5b

Vtech Holdings Gelecekteki Büyüme

Future kriter kontrolleri 2/6

Vtech Holdings kazanç ve gelirin sırasıyla yıllık 6.1% ve 2.9% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 5.8% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 25.3% olacağı tahmin edilmektedir.

Anahtar bilgiler

6.1%

Kazanç büyüme oranı

5.78%

EPS büyüme oranı

Communications kazanç büyümesi45.8%
Gelir büyüme oranı2.9%
Gelecekteki özkaynak getirisi25.33%
Analist kapsamı

Low

Son güncelleme13 Mar 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
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Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi Nov 10

When Should You Buy Vtech Holdings Limited (HKG:303)?

While Vtech Holdings Limited ( HKG:303 ) might not be the most widely known stock at the moment, it received a lot of...
Analiz Makalesi Sep 13

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

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Analiz Makalesi Aug 02

Is There Now An Opportunity In Vtech Holdings Limited (HKG:303)?

Vtech Holdings Limited ( HKG:303 ), might not be a large cap stock, but it saw a double-digit share price rise of over...

Kazanç ve Gelir Büyüme Tahminleri

SEHK:303 - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
3/31/20282,216165N/A2163
3/31/20272,133153N/A2153
3/31/20262,052141N/A2273
9/30/20252,079144174204N/A
6/30/20252,128150185215N/A
3/31/20252,177157196225N/A
12/31/20242,136159215245N/A
9/30/20242,095160234265N/A
6/30/20242,120164278310N/A
3/31/20242,146167323355N/A
12/31/20232,182164291322N/A
9/30/20232,218161259289N/A
6/30/20232,230155235264N/A
3/31/20232,242149211239N/A
12/31/20222,331164212243N/A
9/30/20222,421178213247N/A
6/30/20222,396175158193N/A
3/31/20222,371173104140N/A
12/31/20212,367178118156N/A
9/30/20212,364184132173N/A
6/30/20212,368208182227N/A
3/31/20212,372231232280N/A
12/31/20202,269214201246N/A
9/30/20202,165196170212N/A
6/30/20202,165194186225N/A
3/31/20202,166191202237N/A
12/31/20192,224195211244N/A
9/30/20192,283199220252N/A
6/30/20192,222185N/A250N/A
3/31/20192,162171N/A249N/A
12/31/20182,128182N/A245N/A
9/30/20182,094193N/A241N/A
6/30/20182,112200N/A208N/A
3/31/20182,130206N/A176N/A
12/31/20172,133209N/A193N/A
9/30/20172,136211N/A211N/A
6/30/20172,108195N/A198N/A
3/31/20172,079179N/A185N/A
12/31/20161,995166N/A177N/A
9/30/20161,911153N/A169N/A
6/30/20161,884167N/A193N/A
3/31/20161,857181N/A217N/A
12/31/20151,882188N/A229N/A
9/30/20151,907196N/A241N/A
6/30/20151,893197N/A235N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: 303 'nin tahmini kazanç büyümesi (yıllık 6.1% ) tasarruf oranının ( 3% ) üzerindedir.

Kazançlar ve Piyasa: 303 şirketinin kazançlarının (yıllık 6.1% ) Hong Kong pazarından (yıllık 12.5% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: 303 şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: 303 şirketinin gelirinin (yıllık 2.9% ) Hong Kong pazarından (yıllık 8.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: 303 şirketinin gelirinin (yıllık 2.9% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: 303 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 25.3 %)


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 22:00
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2025/09/30
Yıllık Kazançlar2025/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Vtech Holdings Limited 15 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Jones KuBarclays
Xin LiCitic Securities Co., Ltd.
Tak Hung LauCitigroup Inc