PLAYMATES TOYS(00869)
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港股异动 | 彩星玩具(00869)跌超3% 预计上半年由盈转亏至约2600万港元
智通财经网· 2025-08-05 03:46
智通财经APP获悉,彩星玩具(00869)跌超3%,截至发稿,跌3.28%,报0.59港元,成交额120.01万港 元。 董事会认为,收入减少主要是由于"哥斯拉X金刚"的产品付运量按预期回落;"忍者龟"品牌并无大型娱 乐活动推动,致使"忍者龟"产品系列需求放缓;及为配合即将推出的新产品做准备,产品开发、模具及 媒体制作费用增加;由于贸易紧张局势加剧,今年4月付运至美国市场的货品受到阻碍,并自今年第二 季起需支付对进口美国的商品所实施的关税等。 消息面上,彩星玩具发盈警,预期集团2025年6月30日止6个月的未经审核收入约1.86亿港元,相对于 2024年同期的收入为4.45亿港元;预期集团取得净亏损约2600万港元,相对于2024年同期净溢利9100万 港元。 ...
彩星玩具跌超3% 预计上半年由盈转亏至约2600万港元
Zhi Tong Cai Jing· 2025-08-05 03:44
Core Viewpoint - 彩星玩具 (00869) has issued a profit warning, expecting significant declines in revenue and net profit for the six months ending June 30, 2025 compared to the same period in 2024 [1] Financial Performance - The company anticipates unaudited revenue of approximately HKD 186 million for the six months ending June 30, 2025, down from HKD 445 million in the same period of 2024 [1] - The expected net loss is around HKD 26 million, contrasting with a net profit of HKD 91 million in the same period of 2024 [1] Reasons for Decline - The board attributes the revenue decrease primarily to a decline in product shipments for "Godzilla vs. Kong" [1] - The "Teenage Mutant Ninja Turtles" brand lacks major entertainment events to drive demand, leading to a slowdown in the product series [1] - Increased costs related to product development, molds, and media production in preparation for upcoming new products [1] - Trade tensions have hindered shipments to the U.S. market since April, and tariffs on imported goods to the U.S. have been implemented since the second quarter of this year [1]
彩星玩具(00869)发盈警,预期上半年净亏损约2600万港元,同比盈转亏
智通财经网· 2025-08-04 09:17
Core Viewpoint - The company expects a significant decline in revenue and a net loss for the first half of 2025 compared to the same period in 2024, primarily due to various market and operational challenges [1] Revenue Summary - The company anticipates unaudited revenue of approximately HKD 186 million for the six months ending June 30, 2025, down from HKD 445 million in the same period of 2024 [1] - The decrease in revenue is attributed to the lack of a major film release like "Godzilla x Kong: New Empire" in March 2024, which previously boosted sales [1] - The demand for the "Teenage Mutant Ninja Turtles" product line has slowed due to the absence of significant entertainment events [1] Net Loss Summary - The company expects to incur a net loss of approximately HKD 26 million for the first half of 2025, compared to a net profit of HKD 91 million in the same period of 2024 [1] - Increased costs related to product development, molds, and media production in preparation for new product launches have contributed to the expected losses [1] Market and Trade Challenges - Trade tensions have intensified, causing delays in shipments to the U.S. market starting from April 2025, along with the introduction of tariffs on imported goods [1] - The company's treasury investments in listed securities yielded unrealized and realized net gains of approximately HKD 9 million, down from HKD 21 million in the same period of 2024 [1]
彩星玩具(00869.HK)盈警:预计中期净亏损约港币2600万元
Ge Long Hui· 2025-08-04 09:06
Core Viewpoint - The company, 彩星玩具 (00869.HK), reported a significant decline in revenue and is expected to incur a net loss for the six months ending June 30, 2025, compared to the same period in 2024 [1] Financial Performance - The unaudited revenue for the period is approximately HKD 186 million, a decrease from HKD 445 million in the same period of 2024 [1] - The expected net loss is around HKD 26 million, contrasting with a net profit of HKD 91 million in 2024 [1] Reasons for Performance Decline - The revenue decline is attributed to several factors: 1. The company did not benefit from the release of the movie "Godzilla x Kong: New Empire" in March 2024, leading to a decrease in product shipments related to "Godzilla x Kong" [1] 2. The "Ninja Turtles" brand lacked major entertainment events to drive demand, resulting in a slowdown in the product series [1] 3. Increased expenses for product development, molds, and media production in preparation for upcoming new products [1] Market and Trade Conditions - Trade tensions have intensified, causing delays in shipments to the U.S. market starting from April 2025, along with the imposition of tariffs on imported goods from the second quarter of 2025 [1] Investment Performance - The company's treasury investments in listed securities recorded an unrealized and realized net gain of approximately HKD 9 million, down from HKD 21 million in the same period of 2024 [1]
彩星玩具(00869) - 盈利警告
2025-08-04 08:57
按年比較的主要原因是由於: 本公司現正編製本集團截至該期間之中期財務報表。本公告所載資料僅屬董事會之 初步評估且並非根據任何獲本公司核數師審核或審閱之數字或資料作出。預期本集 團截至二零二五年六月三十日止之六個月之中期業績將於二零二五年八月十五日公 佈。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責,對其準確 性或完整性亦不發表任何聲明,並明確表示,概不對因本公佈全部或任何部份內容而產生或 因倚賴該等內容而引致之任何損失承擔任何責任。 PLAYMATES TOYS LIMITED 彩星玩具有限公司* ( 於百慕達註冊成立之有限公司 ) (股份代號:869) 盈利警告 本公佈乃彩星玩具有限公司(「本公司」,連同其附屬公司為「本集團」)根據香 港聯合交易所有限公司證券上市規則(「上市規則」)第 13.09(2)(a)條及香港法例第 571 章證券及期貨條例第 XIVA 部之內幕消息條文(如上市規則所定義)而刊發。 謹此提述本公司日期為二零二五年五月七日之公佈(「上一份公佈」),關於本集 團截至二零二五年三月三十一日止三個月之未經審核業績。 本公司董事會(「董事會」)謹此通知本公司股東及投 ...
彩星玩具(00869) - 截至2025年7月31日止月份之股份发行人的证券变动月报表
2025-08-04 03:28
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年7月31日 | | | | 狀態: 新提交 | | --- | --- | --- | --- | --- | --- | | 致:香港交易及結算所有限公司 | | | | | | | 公司名稱: | 彩星玩具有限公司 | | | | | | 呈交日期: | 2025年8月4日 | | | | | | I. 法定/註冊股本變動 | | | | | | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 (註1) | 是 | | 證券代號 (如上市) | 00869 | 說明 | | | | | | | FF301 第 1 頁 共 10 頁 v 1.1.1 法定/註冊股份數目 面值 法定/註冊股本 上月底結存 3,000,000,000 HKD 0.01 HKD 30,000,000 增加 / 減少 (-) HKD 本月底結存 3,000,000,000 HKD 0.01 HKD 30,000,000 增加已發行股份(不包括庫存股份): 普通股 (AA1) 減少庫存股份: 普 ...
彩星玩具(00869.HK)8月15日举行董事会会议通过中期业绩
Ge Long Hui· 2025-08-01 08:47
格隆汇8月1日丨彩星玩具(00869.HK)宣布,公司将于2025年8月15日(星期五)上午十时正于香港九龙尖 沙咀广东道 100 号彩星集团大厦 11 楼举行董事会会议,藉以(其中包括)通过公司及其附属公司截至 2025年6月30日止六个月之中期业绩公布及其刊发,以及考虑派发中期股息(如有)。 ...
彩星玩具(00869) - 董事会召开日期
2025-08-01 08:31
香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責,對其準確性或 完整性亦不發表任何聲明,並明確表示,概不對因本公佈全部或任何部份內容而產生或因倚賴該 等內容而引致之任何損失承擔任何責任。 PLAYMATES TOYS LIMITED 彩星玩具有限公司* ( 於百慕達註冊成立之有限公司 ) (股份代號:869) 董事會召開日期 彩星玩具有限公司(「本公司」)之董事會(「董事會」)謹此宣佈,本公司將於二零 二五年八月十五日(星期五)上午十時正於香港九龍尖沙咀廣東道 100 號彩星集團大 廈 11 樓舉行董事會會議,藉以(其中包括)通過本公司及其附屬公司截至二零二五 年六月三十日止六個月之中期業績公佈及其刊發,以及考慮派發中期股息(如有)。 承董事會命 吳家欣 公司秘書 香港,二零二五年八月一日 截至本公佈日期,本公司董事會包括以下董事: 陳光輝先生 (主席) 、陳凱倫小姐 (執行董事) 、陳光強先生 (執行董事) 、葉樹榮先生 (獨立 非執行董事)、 林懷漢先生 (獨立非執行董事)、 陳偉恒先生 (執行董事) 及俞漢度先生 (獨立 非執行董事) * 僅供識別 ...
彩星玩具(00869) - 2024 - 年度财报
2025-04-07 09:05
Financial Performance - Playmates Toys Limited reported a global revenue of HKD 931 million for the fiscal year ending 2024, a decrease of 16% compared to HKD 1.119 billion in 2023[12]. - The operating profit for 2024 was HKD 94 million, down from HKD 210 million in 2023[13]. - The company recorded a net profit attributable to shareholders of HKD 132 million in 2024, down from HKD 224 million in 2023[13]. - Total revenue for the year ended December 31, 2024, was $119,402,000, a decrease of 7.5% compared to HKD 1,109,399,000 in 2023[191]. - Gross profit for the same period was $64,163,000, resulting in a gross margin of approximately 53.7%[191]. - Operating profit decreased significantly to $12,088,000, down 42.5% from $209,850,000 in the previous year[191]. - Net profit attributable to shareholders was $16,875,000, a decline of 24.5% compared to $223,745,000 in 2023[193]. - Basic and diluted earnings per share for 2024 were both $1.43, down from $18.96 in 2023[191]. - The company paid dividends totaling $12,108,000 during the year, compared to $47,214,000 in 2023[196]. Market and Product Insights - The U.S. market accounted for 70% of total revenue in 2024, with Europe contributing 20% and other regions 10%[12]. - The company anticipates challenges in 2025 due to the absence of major entertainment events supporting the Ninja Turtles and Godzilla x Kong product lines[13]. - The new Power Rangers product line is expected to launch in summer 2025, potentially providing positive contributions to the second half of the year[9]. - The upcoming Ninja Turtles sequel is set to release in October 2026, with a new animated series premiering in 2024 and 2025[14]. - The Godzilla x Kong film released in March 2024 achieved strong global box office results, boosting toy sales significantly[15]. Financial Position and Cash Flow - The group reported a cash and bank deposit balance of HKD 1,043,325,000 as of December 31, 2024, compared to HKD 1,002,820,000 in 2023, indicating a positive cash flow trend[42]. - Trade receivables decreased to HKD 136,670,000 in 2024 from HKD 328,827,000 in 2023, reflecting a reduction in shipment volume and customer orders[42]. - Inventory as of December 31, 2024, was HKD 27,654,000, accounting for 3.0% of revenue, down from HKD 58,886,000 or 5.3% in 2023[42]. - The current ratio improved to 6.3 in 2024 from 3.8 in 2023, indicating a stronger liquidity position[42]. Corporate Governance - The board of directors confirmed the independence of all independent non-executive directors, ensuring compliance with corporate governance standards[51]. - The audit committee consists of three independent non-executive directors, ensuring effective oversight of financial reporting and risk management[77]. - The company has adopted corporate governance practices in line with the Hong Kong Stock Exchange's guidelines, with a commitment to high standards of governance[81]. - The board of directors comprises four executive directors and three independent non-executive directors, ensuring a balanced governance structure[84]. - The company has implemented various policies to promote its corporate culture and values, including a code of conduct and anti-corruption policies[82]. Employee and Training Insights - The group has 67 employees as of December 31, 2024, an increase from 62 employees in 2023[45]. - Total training hours for employees in 2024 reached 240 hours, with an average of 3.58 hours per employee and 59.70% of employees receiving training[163]. - The overall employee turnover rate for 2024 was 8.96%[155]. - The company provides various benefits including medical allowances, mandatory provident fund, and tuition subsidies for eligible employees[159]. Environmental, Social, and Governance (ESG) Initiatives - The company has established a corporate social responsibility policy focusing on four pillars: business, employees, community, and environment[127]. - The company aims to reduce carbon emissions density by 20% by 2027[165]. - The waste recycling rate is targeted to increase to 5% annually[166]. - The company is committed to ensuring compliance with labor laws regarding child and forced labor, with no significant violations reported during the reporting period[161]. - The company has implemented strict guidelines to ensure ethical advertising, particularly in marketing to children, complying with relevant privacy laws[144]. Shareholder and Capital Management - The company declared an interim dividend of HKD 0.02 per share, totaling HKD 23,600,000, and a special interim dividend of HKD 0.03 per share, totaling HKD 70,800,000[38]. - The company repurchased 700,000 shares at a price of HKD 0.64 per share, which were subsequently canceled to enhance shareholder value[50]. - The total number of shares available for issuance under the share incentive plan is capped at 118,000,000 shares, representing 10% of the total issued shares as of the report date[56]. Audit and Financial Reporting - The auditor, Deloitte (Hong Kong) LLP, will be reappointed at the upcoming annual general meeting, with no changes in auditors over the past three years[79]. - The audit identified revenue recognition as a key audit matter due to its significance as a critical performance indicator for the company[182]. - The auditor's goal is to obtain reasonable assurance that the financial statements are free from material misstatement due to fraud or error[188]. - The board is responsible for preparing financial statements that are true and fair in accordance with Hong Kong Financial Reporting Standards[187].
彩星玩具(00869) - 2024 - 年度业绩
2025-03-14 08:40
Financial Performance - For the fiscal year ending December 31, 2024, the company reported total revenue of USD 119.402 million, a decrease of 10.5% compared to USD 131.628 million in the previous year[2] - The gross profit for the same period was USD 64.163 million, representing a gross margin of approximately 53.7%, down from USD 57.4% in the previous year[2] - Operating profit decreased significantly to USD 12.088 million, a decline of 42.5% from USD 20.985 million in the prior year[2] - The net profit attributable to shareholders was USD 16.875 million, down 24.5% from USD 22.368 million in the previous year[2] - Basic and diluted earnings per share for the year were both USD 1.43, compared to USD 1.96 in the previous year, reflecting a decrease of 27%[2] - The company reported a total comprehensive income of USD 16.895 million, down from USD 22.374 million in the previous year[3] - The global revenue for the year ending 2024 was HKD 930.1 million, a decrease of 16% compared to HKD 1,109 million in 2023[28] - The gross profit margin for toy sales decreased to 54% in 2024 from 57% in 2023, attributed to higher retailer discounts and a shift towards lower-margin products[28] - The group recorded an operating profit of HKD 94 million in 2024, a decrease from HKD 210 million in 2023[29] - Shareholders' net profit for 2024 was HKD 132 million, down from HKD 224 million in 2023[29] - The company reported a basic earnings per share of HKD 111.3 million for 2024, down from HKD 223.7 million in 2023[23] Assets and Liabilities - Total assets as of December 31, 2024, were USD 177.154 million, a decrease from USD 191.189 million in the previous year[5] - Current liabilities decreased to USD 28.302 million from USD 39.521 million in the previous year, indicating improved liquidity[5] - Trade receivables at the end of 2024 totaled HKD 136.7 million, a significant decrease from HKD 328.8 million in 2023[24] - Trade receivables as of December 31, 2024, were HKD 136.67 million, a significant decrease from HKD 328.83 million in 2023[34] - Inventory at the end of 2024 was HKD 27.65 million, representing 3.0% of revenue, down from 5.3% in 2023[34] - The current ratio as of December 31, 2024, was 6.3, compared to 3.8 in 2023[34] - Cash and bank deposits amounted to HKD 1,043.33 million as of December 31, 2024, up from HKD 1,002.82 million in 2023[34] - The company’s cash and bank deposits increased to USD 133.760 million, up from USD 128.820 million in the previous year, showing a positive cash flow trend[5] - The group’s treasury investments in listed securities were HKD 87.47 million, an increase from HKD 68.57 million in 2023, accounting for 6.1% of total assets[35] Operating Expenses and Costs - Operating expenses decreased by 9% year-over-year, reflecting a reduction in variable costs, although some costs were offset by increased marketing expenses[28] - The cost of goods sold was HKD 391.5 million in 2024, down from HKD 437.7 million in 2023[16] Market and Customer Insights - The largest market for the company in 2024 was the United States, accounting for 70% of total revenue, followed by Europe at 20% and other regions in the Americas at 6%[28] - Revenue from major customers included approximately HKD 283.0 million and HKD 215.7 million, representing over 10% of total revenue[13] Future Plans and Product Development - The company plans to launch new products in 2025, which will increase product development costs as a percentage of sales[28] - The new "Power Rangers" product line is set to launch in summer 2025, expected to support business in the second half of the year[30] - The company signed a global licensing agreement with Hasbro for "Power Rangers" toys, with new content to be released on YouTube and Netflix[33] Dividends and Other Income - Other income net amounted to HKD 87.8 million in 2024, up from HKD 55.1 million in 2023, driven by increased interest income and unrealized gains[15] - The company announced a second interim dividend of HKD 0.03 per share and a special interim dividend of HKD 0.03 per share[40]