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.
