Homepage
PR Newswire
03-09-2026, 11:24 AM
"Data Center Stock" with PE 3.x and dividend yield > 10%?
Am I missing something here?
Half year EPS increased 208% to HKD 1.298.
Half year dividend HKD 0.4
They usually pay the larger part of the dividend end of year. If they keep producing such numbers in H2, they end up at PE 3.x and div yield >10%.
Major driver acc. was the "Distribution of Electronic Components and Semiconductor" segment.
They wrote:
"MANAGEMENT DISCUSSION AND ANALYSIS
BUSINESS REVIEW
Distribution of Electronic Components and Semiconductor For the six months period ended 30 June 2026, driven by the rapid advancement of AI, memory chip and semiconductor manufacturers prioritizing robust demand of AI data center hardware caused global shortage of chips and pushed average selling prices of memory chips and most semiconductors to record highs. The Group’s component team recorded sales revenue of HK$33.25 billion, increased by 165.4% from HK$12.53 billion recorded in the same period last year.
We keep focusing on our strategy to provide comprehensive portfolio of design and supply chain services to our target customers in the Greater China region by broadening our world’s leading semiconductor supplier base as well as expending our geographical sales network to overseas outside the Greater China Region."
https://www1.hkexnews.hk/listedco/listco...001063.pdf
Am I missing something here?
Half year EPS increased 208% to HKD 1.298.
Half year dividend HKD 0.4
They usually pay the larger part of the dividend end of year. If they keep producing such numbers in H2, they end up at PE 3.x and div yield >10%.
Major driver acc. was the "Distribution of Electronic Components and Semiconductor" segment.
They wrote:
"MANAGEMENT DISCUSSION AND ANALYSIS
BUSINESS REVIEW
Distribution of Electronic Components and Semiconductor For the six months period ended 30 June 2026, driven by the rapid advancement of AI, memory chip and semiconductor manufacturers prioritizing robust demand of AI data center hardware caused global shortage of chips and pushed average selling prices of memory chips and most semiconductors to record highs. The Group’s component team recorded sales revenue of HK$33.25 billion, increased by 165.4% from HK$12.53 billion recorded in the same period last year.
We keep focusing on our strategy to provide comprehensive portfolio of design and supply chain services to our target customers in the Greater China region by broadening our world’s leading semiconductor supplier base as well as expending our geographical sales network to overseas outside the Greater China Region."
https://www1.hkexnews.hk/listedco/listco...001063.pdf
