Announcement • Jun 30
Anhui Xinhua Media Co., Ltd. to Report First Half, 2026 Results on Aug 27, 2026 Anhui Xinhua Media Co., Ltd. announced that they will report first half, 2026 results on Aug 27, 2026 Announcement • Apr 13
Anhui Xinhua Media Co., Ltd., Annual General Meeting, May 08, 2026 Anhui Xinhua Media Co., Ltd., Annual General Meeting, May 08, 2026, at 14:30 China Standard Time. Location: No. 1718, Yungu Road, Baohe District, Hefei, Anhui China Reported Earnings • Apr 11
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: EPS: CN¥0.41 (up from CN¥0.36 in FY 2024). Revenue: CN¥8.00b (down 26% from FY 2024). Net income: CN¥801.1m (up 14% from FY 2024). Profit margin: 10.0% (up from 6.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 26%. Earnings per share (EPS) also missed analyst estimates by 6.8%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year. Announcement • Mar 30
Anhui Xinhua Media Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026 Anhui Xinhua Media Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026 Announcement • Dec 26
Anhui Xinhua Media Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2026 Anhui Xinhua Media Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2026 Reported Earnings • Oct 30
Third quarter 2025 earnings released: EPS: CN¥0.14 (vs CN¥0.12 in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.14 (up from CN¥0.12 in 3Q 2024). Revenue: CN¥2.26b (down 28% from 3Q 2024). Net income: CN¥277.7m (up 19% from 3Q 2024). Profit margin: 12% (up from 7.5% in 3Q 2024). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Sep 30
Anhui Xinhua Media Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025 Anhui Xinhua Media Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025 Announcement • Jun 30
Anhui Xinhua Media Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025 Anhui Xinhua Media Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025 Declared Dividend • Jun 30
Dividend of CN¥0.10 announced Shareholders will receive a dividend of CN¥0.10. Ex-date: 4th July 2025 Payment date: 4th July 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (105% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Apr 14
Anhui Xinhua Media Co., Ltd., Annual General Meeting, May 09, 2025 Anhui Xinhua Media Co., Ltd., Annual General Meeting, May 09, 2025, at 14:30 China Standard Time. Location: No. 1718, Yungu Road, Baohe District, Hefei, Anhui China Reported Earnings • Apr 12
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: EPS: CN¥0.36 (down from CN¥0.47 in FY 2023). Revenue: CN¥10.7b (down 4.4% from FY 2023). Net income: CN¥705.0m (down 25% from FY 2023). Profit margin: 6.6% (down from 8.3% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 9% per year. Announcement • Mar 28
Anhui Xinhua Media Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025 Anhui Xinhua Media Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025 Valuation Update With 7 Day Price Move • Feb 07
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥7.80, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Retail Distributors industry in Asia. Total returns to shareholders of 72% over the past three years. Announcement • Dec 27
Anhui Xinhua Media Co., Ltd. to Report Fiscal Year 2024 Results on Apr 19, 2025 Anhui Xinhua Media Co., Ltd. announced that they will report fiscal year 2024 results on Apr 19, 2025 Reported Earnings • Nov 03
Third quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.13 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.12 (down from CN¥0.13 in 3Q 2023). Revenue: CN¥3.12b (down 17% from 3Q 2023). Net income: CN¥233.4m (down 10% from 3Q 2023). Profit margin: 7.5% (up from 6.9% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Sep 30
Anhui Xinhua Media Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024 Anhui Xinhua Media Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024 Valuation Update With 7 Day Price Move • Sep 27
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥6.90, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Retail Distributors industry in Asia. Total returns to shareholders of 64% over the past three years. Reported Earnings • Aug 29
Second quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.19 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.14 (down from CN¥0.19 in 2Q 2023). Revenue: CN¥2.28b (down 22% from 2Q 2023). Net income: CN¥285.5m (down 26% from 2Q 2023). Profit margin: 13% (in line with 2Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 13% per year. Buy Or Sell Opportunity • Aug 19
Now 21% overvalued Over the last 90 days, the stock has fallen 13% to CN¥6.68. The fair value is estimated to be CN¥5.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 21% in the next 2 years. Buy Or Sell Opportunity • Jul 25
Now 22% overvalued Over the last 90 days, the stock has fallen 17% to CN¥5.87. The fair value is estimated to be CN¥4.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 21% in the next 2 years. Announcement • Jun 28
Anhui Xinhua Media Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024 Anhui Xinhua Media Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024 Declared Dividend • Jun 24
Dividend of CN¥0.30 announced Shareholders will receive a dividend of CN¥0.30. Ex-date: 1st July 2024 Payment date: 1st July 2024 Dividend yield will be 4.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (68% earnings payout ratio) but not covered by cash flows (415% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover. New Risk • Apr 28
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 35% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risk Dividend is not well covered by cash flows (420% cash payout ratio). Announcement • Apr 19
Anhui Xinhua Media Co., Ltd., Annual General Meeting, May 10, 2024 Anhui Xinhua Media Co., Ltd., Annual General Meeting, May 10, 2024, at 14:30 China Standard Time. Location: No. 1718, Yungu Road, Baohe District, Hefei China Reported Earnings • Apr 18
Full year 2023 earnings: EPS and revenues miss analyst expectations Full year 2023 results: EPS: CN¥0.47 (up from CN¥0.36 in FY 2022). Revenue: CN¥11.2b (down 3.8% from FY 2022). Net income: CN¥935.8m (up 32% from FY 2022). Profit margin: 8.3% (up from 6.1% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 4.7%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 15% per year. Announcement • Mar 29
Anhui Xinhua Media Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024 Anhui Xinhua Media Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024 Valuation Update With 7 Day Price Move • Feb 05
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to CN¥5.61, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Retail Distributors industry in Asia. Total returns to shareholders of 36% over the past three years. Announcement • Dec 30
Anhui Xinhua Media Co., Ltd. to Report Fiscal Year 2023 Results on Apr 18, 2024 Anhui Xinhua Media Co., Ltd. announced that they will report fiscal year 2023 results on Apr 18, 2024 Valuation Update With 7 Day Price Move • Dec 22
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥6.77, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 10x in the Retail Distributors industry in Asia. Total returns to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.35 per share. Valuation Update With 7 Day Price Move • Nov 17
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥8.20, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Retail Distributors industry in Asia. Total returns to shareholders of 71% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.27 per share. Reported Earnings • Nov 01
Third quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.12 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.13 (up from CN¥0.12 in 3Q 2022). Revenue: CN¥3.75b (flat on 3Q 2022). Net income: CN¥259.6m (up 14% from 3Q 2022). Profit margin: 6.9% (up from 6.1% in 3Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 9% per year. New Risk • Oct 12
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Announcement • Sep 30
Anhui Xinhua Media Co., Ltd. to Report Q3, 2023 Results on Oct 28, 2023 Anhui Xinhua Media Co., Ltd. announced that they will report Q3, 2023 results at 3:00 PM, China Standard Time on Oct 28, 2023 New Risk • Jun 16
New major risk - Revenue and earnings growth Earnings have declined by 9.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.8% average weekly change). Earnings have declined by 9.5% per year over the past 5 years. Valuation Update With 7 Day Price Move • Jun 01
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥9.63, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Retail Distributors industry in Asia. Total returns to shareholders of 105% over the past three years. Valuation Update With 7 Day Price Move • Apr 28
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥7.92, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Retail Distributors industry in Asia. Total returns to shareholders of 80% over the past three years. Reported Earnings • Apr 23
Full year 2022 earnings: EPS and revenues exceed analyst expectations Full year 2022 results: EPS: CN¥0.36 (up from CN¥0.32 in FY 2021). Revenue: CN¥11.7b (up 16% from FY 2021). Net income: CN¥707.8m (up 11% from FY 2021). Profit margin: 6.1% (down from 6.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.9%. Revenue is forecast to grow 8.4% p.a. on average during the next 2 years, compared to a 9.1% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Chairman of the Board of Directors Jie Cao was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Oct 29
Third quarter 2022 earnings released: EPS: CN¥0.12 (vs CN¥0.10 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.12 (up from CN¥0.10 in 3Q 2021). Revenue: CN¥3.73b (up 30% from 3Q 2021). Net income: CN¥228.6m (up 11% from 3Q 2021). Profit margin: 6.1% (down from 7.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 28
Second quarter 2022 earnings released Second quarter 2022 results: Net income: (down CN¥293.7m from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Reported Earnings • May 02
First quarter 2022 earnings: EPS misses analyst expectations First quarter 2022 results: EPS: CN¥0.15 (up from CN¥0.13 in 1Q 2021). Revenue: CN¥2.78b (up 22% from 1Q 2021). Net income: CN¥301.3m (up 14% from 1Q 2021). Profit margin: 11% (in line with 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.9%. Over the next year, revenue is forecast to grow 7.3%, compared to a 13% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Chairman of the Board of Directors Jie Cao was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Announcement • Dec 13
Anhui Xinhua Media Co., Ltd.(XSSC:601801) dropped from FTSE All-World Index (USD) Anhui Xinhua Media Co., Ltd.(XSSC:601801) dropped from FTSE All-World Index (USD) Reported Earnings • Nov 03
Third quarter 2021 earnings released: EPS CN¥0.10 (vs CN¥0.10 in 3Q 2020) The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: CN¥2.87b (up 9.6% from 3Q 2020). Net income: CN¥206.3m (up 4.8% from 3Q 2020). Profit margin: 7.2% (down from 7.5% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 12% per year. Reported Earnings • Aug 26
Second quarter 2021 earnings released: EPS CN¥0.15 (vs CN¥0.12 in 2Q 2020) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: CN¥2.56b (up 28% from 2Q 2020). Net income: CN¥293.7m (up 19% from 2Q 2020). Profit margin: 12% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings. Reported Earnings • Apr 18
Full year 2020 earnings released: EPS CN¥0.31 (vs CN¥0.28 in FY 2019) The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: CN¥8.85b (flat on FY 2019). Net income: CN¥613.7m (up 8.6% from FY 2019). Profit margin: 6.9% (up from 6.4% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings. Reported Earnings • Feb 04
Full year 2020 earnings released: EPS CN¥0.31 (vs CN¥0.28 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥9.04b (up 2.3% from FY 2019). Net income: CN¥615.7m (up 9.0% from FY 2019). Profit margin: 6.8% (up from 6.4% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Jan 25
New 90-day low: CN¥4.54 The company is down 13% from its price of CN¥5.24 on 27 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is down 4.0% over the same period. Is New 90 Day High Low • Jan 07
New 90-day low: CN¥4.60 The company is down 14% from its price of CN¥5.38 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is down 5.0% over the same period. Is New 90 Day High Low • Dec 09
New 90-day low: CN¥5.02 The company is down 11% from its price of CN¥5.64 on 10 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is down 7.0% over the same period. Reported Earnings • Oct 31
Third quarter earnings released Over the last 12 months the company has reported total profits of CN¥615.8m, up 1.8% from the prior year. Total revenue was CN¥8.41b over the last 12 months, down 8.1% from the prior year. Announcement • Oct 28
Anhui Xinhua Media Co., Ltd. to Report Q3, 2020 Results on Oct 30, 2020 Anhui Xinhua Media Co., Ltd. announced that they will report Q3, 2020 results on Oct 30, 2020 Is New 90 Day High Low • Oct 27
New 90-day low: CN¥5.24 The company is down 8.0% from its price of CN¥5.72 on 29 July 2020. The Chinese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is down 4.0% over the same period. Is New 90 Day High Low • Sep 24
New 90-day low: CN¥5.33 The company is down 4.0% from its price of CN¥5.54 on 24 June 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is up 19% over the same period. Announcement • Sep 22
Anhui Xinhua Media Co., Ltd. (SHSE:601801) won a bid to acquire 7% stake in Inner Mongolia Xinhua Publishing Group for approximately CNY 150 million. Anhui Xinhua Media Co., Ltd. (SHSE:601801) won a bid to acquire 7% stake in Inner Mongolia Xinhua Publishing Group for approximately CNY 150 million on September 21, 2020. As a part of the transaction, Anhui Xinhua Media will acquire 18.55 million shares. As of December 31, 2019, Inner Mongolia Xinhua Publishing reported total assets of CNY 2.6 billion, total liabilities of CNY 1.9 billion, revenue of CNY 1.2 billion and net profit of CNY 175.7 million. This has been approved in the Anhui Xinhua Media general managers meeting, and does not need the directorate and shareholders approvals. Announcement • Jul 18
Anhui Xinhua Media Co., Ltd. to Report First Half, 2020 Results on Aug 29, 2020 Anhui Xinhua Media Co., Ltd. announced that they will report first half, 2020 results on Aug 29, 2020