先程決算告示がありました。
FINANCIAL HIGHLIGHTS
For the six months ended 30 June
2014 2013
HK$’000 HK$’000 +/(-)
RESULTS
Revenue 1,005,663 631,114 +59%
Gross profit 379,661 224,057 +69%
EBITDA 216,269 106,340 +103%
Operating profit 214,389 104,479 +105%
Net profit (excluding the share option scheme expenses)
215,500 100,275 +115%
Net profit 198,218 90,779 +118%
Research and development expenses
(included in administrative expenses)
46,098 37,870 +22%
PER SHARE DATA
Earnings per share for profit attributable
to the equity holders of the Company +/(-)
— Basic (HK$) 0.187 0.087 +115%
— Diluted (HK$) 0.180 0.086 +109%
EPSは2013年下半期と比較しても37%伸びています。また
粗利益率の高い海外市場比率が32％から45％に上昇しています。
経営陣は3年以内に海外市場比率50％を目指すと公言していましたが
前倒し達成しそうです。
For the six months ended 30 June
2014 2013 +/(-)
HK$’000 HK$’000
China Market 552,859 429,419 +29%
Overseas market 452,804 201,695 +124%
1,005,663 631,114 +59%
個人的に、素晴らしい決算と思います。
明日は利確もあり得ますが、長期的には+だと思います。
米アマゾンは現地時間13日、新サービス「Amazon Local Register」を発表した。これはペイパルの「PayPal Here（ペイパルヒア）」やスクエアの「Square」と同様、専用アプリをインストールし、カードリーダーを接続することで、スマホやタブレットをクレジットカード決済端末化できるもの。中小規模店舗や移動店舗でも、客のクレジットカード決済に対応することが可能となる。
アルゼンチンの80%をカバーするLAPOSと提携したようです。数年後には世界2位も視野に入りそうですね。
(Hong Kong, PRC, 29 December 2014) PAX Global Technology Limited (“PAX” or the “Company,” together with its subsidiaries collectively known as the “Group,” HKSE stock code: 00327.HK), one of the world’s leading Electronic Funds Transfer Point-of-Sale Terminal (“E-payment Terminal”) Solutions Services Providers, has become an authorized vendor of LAPOS (Visa Argentina S.A.) , a large local service institution set up by Visa Argentina. The arrangement enables PAX to enjoy further expansion in the Argentine E-payment Terminal market. Through the advanced collaboration with its local distributor -- First Systems S.R.L., most PAX devices have successfully passed all specific safety and security certification requirements for LAPOS.
LAPOS meets all Argentine laws and regulations, providing services to more than 40 banks and major telecom firms across the country. LAPOS holds an over 80% market share for E-payment Terminal deployment in 2014, and is a local target partner for the major suppliers for E-payment Terminals.
Currently, PAX has fulfilled the first order from LAPOS, which is another important cooperation brought forward by First Systems S.R.L., as it comes close on the heels of the transportation projects won in Buenos Aires province. In 2015, PAX is expected to become one of the major suppliers of the Argentine market.
英訳です。The Group is principally engaged in the development and sale of electronic payment point of sale ("EFT-POS") products, collectively, the "EFT-POS terminal solutions business." In addition to the supply of its products in the Chinese market, also sold overseas more than 80 countries around the world to have more than 80 distributors and partners.
Various types of certification for the group put up trade barriers. Group has become Argentina's certification LAPOS suppliers, LAPOS number of electronic payment terminals issued Argentina accounted for over 80% of the total grant amount, is the major supplier of electronic payment terminals in Argentina's main customers.
Group actively explore the Indian market. The total population of India and China closer, but low installed base of POS machines, POS machines of its huge market potential. China POS terminal penetration in more developed countries such as the United States, South Korea has a large gap, the next booming electricity supplier will stimulate domestic demand increment POS terminal.
According to Bloomberg predicted PAX Global 2013-2016 EPS CAGR of 37.8% in 2015 to 17.2 times forecast earnings, attractive valuations.
(Hong Kong, PRC, 21 January 2015) PAX Global Technology Limited (“PAX” or the “Company,” together with its subsidiaries collectively known as the “Group,” HKSE stock code: 00327.HK), one of the world’s leading Electronic Funds Transfer Point-of-Sale Terminal (“E-payment Terminal”) Solutions Services Providers -- is honoured to have its technologies showcased alongside China Construction Bank’s (“CCB”) Apple Pay transactions during the launch presented by the bank in Yunnan Pier. With PAX's NFC terminals, the bank's foreign bankcard acquiring networks fully accept transactions via Apply Pay.
CCB, PAX, VISA and Apple participated in this event to witness transactions using an iPhone6 to purchase the renowned Pu'er tea. The process began with a scanning of the barcode on the Pu’er tea by the PAX Mobile Payment Terminal S90. Once the amount was displayed on the screen, staff opened an app on the iPhone6 and placed it near the terminal. Payment took place with a single touch and the receipt was printed from the S90. The whole transaction was very smooth, fast and convenient.
On the second day of the event, CCB hosted another desmonstration of user experience with Apple Pay at the ticket office in one of Yunnan Province’s famous attractions. The conductor entered the amount of the ticket through PAX S90, and the visitor opened an app on the iPhone6 and placed it near the terminal, with the touch of a finger and NFC technology, to complete the payment process. The merchants and visitors both were satisfied with its efficiency and high level of security.
PAX has been CCB’s long term partner since 2006. Currently, PAX is the key supplier of CCB and provides full range of terminals, including Countertop, Hand-held, wireless and Mobile Payment Terminals and secure PINPads. PAX has taken part in CCB’s EMV immigration, PBOC3.0 upgrade, electronic signature improvement and contactless service promotion. PAX has a rich portfolio of products including countertop and mobile terminals tested to work with Apple Pay, which gains full endorsement from CCB.
Mr. Yongqiang Qi, Vice President at PAX, states: “PAX has spent a lot of time and effort to ensure compatibility with Apple Pay. As mobile payments move into the next phase of further utilizing technology like NFC, PAX is here to help by offering flexible payment options like NFC and EMV while keeping the payment transaction secure.” He believes that Apple Pay is moving forward to a newer, simpler, more secure and smarter payment modality.
