Announcement • 2h
Sichuan Yahua Industrial Group Co., Ltd. to Report First Half, 2026 Results on Aug 26, 2026 Sichuan Yahua Industrial Group Co., Ltd. announced that they will report first half, 2026 results on Aug 26, 2026 New Risk • Jun 26
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 8.7% 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. Declared Dividend • Jun 17
Dividend increased to CN¥0.06 Dividend of CN¥0.06 is 50% higher than last year. Ex-date: 22nd June 2026 Payment date: 22nd June 2026 Dividend yield will be 0.3%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (8% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. EPS is expected to grow by 103% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Valuation Update With 7 Day Price Move • May 15
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥25.86, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 22x in the Chemicals industry in China. Total returns to shareholders of 41% over the past three years. Major Estimate Revision • May 03
Consensus EPS estimates increase by 12% The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥11.8b to CN¥12.9b. EPS estimate increased from CN¥1.23 to CN¥1.38 per share. Net income forecast to grow 126% next year vs 58% growth forecast for Chemicals industry in China. Consensus price target up from CN¥16.75 to CN¥20.75. Share price rose 3.6% to CN¥30.67 over the past week. New Risk • Apr 29
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 8.3% 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (8.3% average weekly change). Reported Earnings • Apr 27
First quarter 2026 earnings released: EPS: CN¥0.30 (vs CN¥0.072 in 1Q 2025) First quarter 2026 results: EPS: CN¥0.30 (up from CN¥0.072 in 1Q 2025). Revenue: CN¥2.83b (up 84% from 1Q 2025). Net income: CN¥338.8m (up 311% from 1Q 2025). Profit margin: 12% (up from 5.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance. Announcement • Apr 27
Sichuan Yahua Industrial Group Co., Ltd., Annual General Meeting, May 18, 2026 Sichuan Yahua Industrial Group Co., Ltd., Annual General Meeting, May 18, 2026, at 14:30 China Standard Time. Location: 23F, Building 1, No. 66, Tianfu 4th Street, Hi-tech Zone, Chengdu, Sichuan China Valuation Update With 7 Day Price Move • Apr 13
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥26.13, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 24x in the Chemicals industry in China. Total returns to shareholders of 28% over the past three years. Announcement • Mar 31
Sichuan Yahua Industrial Group Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026 Sichuan Yahua Industrial Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026 Price Target Changed • Jan 06
Price target increased by 7.1% to CN¥11.25 Up from CN¥10.50, the current price target is an average from 2 analysts. New target price is 54% below last closing price of CN¥24.57. Stock is up 110% over the past year. The company is forecast to post earnings per share of CN¥0.50 for next year compared to CN¥0.22 last year. Announcement • Dec 31
Sichuan Yahua Industrial Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 27, 2026 Sichuan Yahua Industrial Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 27, 2026 New Risk • Dec 29
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.3% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.3% average weekly change). Minor Risk Large one-off items impacting financial results. Valuation Update With 7 Day Price Move • Dec 26
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥26.25, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 25x in the Chemicals industry in China. Total returns to shareholders of 17% over the past three years. Price Target Changed • Nov 24
Price target increased by 11% to CN¥10.50 Up from CN¥9.50, the current price target is an average from 2 analysts. New target price is 51% below last closing price of CN¥21.35. Stock is up 76% over the past year. The company is forecast to post earnings per share of CN¥0.50 for next year compared to CN¥0.22 last year. New Risk • Nov 21
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 7.9% 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Large one-off items impacting financial results. Valuation Update With 7 Day Price Move • Nov 17
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to CN¥24.98, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 25x in the Chemicals industry in China. Total loss to shareholders of 4.9% over the past three years. Reported Earnings • Oct 30
Third quarter 2025 earnings released: EPS: CN¥0.17 (vs CN¥0.045 in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.17 (up from CN¥0.045 in 3Q 2024). Revenue: CN¥2.62b (up 32% from 3Q 2024). Net income: CN¥198.2m (up 278% from 3Q 2024). Profit margin: 7.6% (up from 2.6% in 3Q 2024). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance. Valuation Update With 7 Day Price Move • Oct 29
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to CN¥18.96, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 24x in the Chemicals industry in China. Total loss to shareholders of 29% over the past three years. Announcement • Sep 30
Sichuan Yahua Industrial Group Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025 Sichuan Yahua Industrial Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025 Reported Earnings • Aug 21
Second quarter 2025 earnings released: EPS: CN¥0.046 (vs CN¥0.076 in 2Q 2024) Second quarter 2025 results: EPS: CN¥0.046 (down from CN¥0.076 in 2Q 2024). Revenue: CN¥1.89b (down 9.5% from 2Q 2024). Net income: CN¥53.3m (down 39% from 2Q 2024). Profit margin: 2.8% (down from 4.2% in 2Q 2024). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance. Valuation Update With 7 Day Price Move • Jul 22
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to CN¥14.53, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 23x in the Chemicals industry in China. Total loss to shareholders of 49% over the past three years. Announcement • Jul 02
Sichuan Yahua Industrial Group Co., Ltd. to Report First Half, 2025 Results on Aug 20, 2025 Sichuan Yahua Industrial Group Co., Ltd. announced that they will report first half, 2025 results on Aug 20, 2025 Price Target Changed • Jun 26
Price target decreased by 9.5% to CN¥9.50 Down from CN¥10.50, the current price target is an average from 2 analysts. New target price is 16% below last closing price of CN¥11.37. Stock is up 26% over the past year. The company is forecast to post earnings per share of CN¥0.46 for next year compared to CN¥0.22 last year. Declared Dividend • Jun 22
Dividend of CN¥0.04 announced Shareholders will receive a dividend of CN¥0.04. Ex-date: 27th June 2025 Payment date: 27th June 2025 Dividend yield will be 0.4%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 170% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Apr 30
First quarter 2025 earnings released: EPS: CN¥0.072 (vs CN¥0.013 in 1Q 2024) First quarter 2025 results: EPS: CN¥0.072 (up from CN¥0.013 in 1Q 2024). Revenue: CN¥1.54b (down 17% from 1Q 2024). Net income: CN¥82.5m (up 452% from 1Q 2024). Profit margin: 5.4% (up from 0.8% in 1Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance. Announcement • Apr 29
Sichuan Yahua Industrial Group Co., Ltd., Annual General Meeting, May 21, 2025 Sichuan Yahua Industrial Group Co., Ltd., Annual General Meeting, May 21, 2025, at 14:30 China Standard Time. Announcement • Mar 31
Sichuan Yahua Industrial Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025 Sichuan Yahua Industrial Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025 Price Target Changed • Feb 14
Price target increased by 11% to CN¥10.50 Up from CN¥9.45, the current price target is an average from 2 analysts. New target price is 18% below last closing price of CN¥12.86. Stock is up 19% over the past year. The company is forecast to post earnings per share of CN¥0.23 for next year compared to CN¥0.035 last year. Announcement • Dec 31
Sichuan Yahua Industrial Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025 Sichuan Yahua Industrial Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025 Reported Earnings • Nov 01
Third quarter 2024 earnings released: EPS: CN¥0.045 (vs CN¥0.12 loss in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.045 (up from CN¥0.12 loss in 3Q 2023). Revenue: CN¥1.99b (down 39% from 3Q 2023). Net income: CN¥52.4m (up CN¥195.8m from 3Q 2023). Profit margin: 2.6% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings. Announcement • Sep 30
Sichuan Yahua Industrial Group Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024 Sichuan Yahua Industrial Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024 Reported Earnings • Aug 31
Second quarter 2024 earnings: EPS and revenues exceed analyst expectations Second quarter 2024 results: EPS: CN¥0.076 (down from CN¥0.31 in 2Q 2023). Revenue: CN¥2.08b (down 35% from 2Q 2023). Net income: CN¥87.3m (down 76% from 2Q 2023). Profit margin: 4.2% (down from 11% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings. Announcement • Jul 03
Sichuan Yahua Industrial Group Co., Ltd. Approves Management Appointments Sichuan Yahua Industrial Group Co., Ltd. at its Extraordinary General Meeting held on 01 July 2024, approved election of Zheng Rong, Meng Yan, Mou Kexiang and Di Xiongying as non-independent directors; election of Zhou Yousu as independent director and election of Hu Bing as non-employee supervisor. Board Change • Jul 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 1 highly experienced director. Independent Director Jiaju Zheng was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Announcement • Jun 29
Sichuan Yahua Industrial Group Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024 Sichuan Yahua Industrial Group Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024 Declared Dividend • Jun 24
Dividend reduced to CN¥0.035 Dividend of CN¥0.035 is 93% lower than last year. Ex-date: 28th June 2024 Payment date: 28th June 2024 Dividend yield will be 0.4%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (8% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Announcement • Jun 23
Sichuan Yahua Industrial Group Co., Ltd. Announces Cash Dividend on Share A for 2023, Payable on 28 June 2024 Sichuan Yahua Industrial Group Co., Ltd. announced cash dividend/10 shares (tax included): CNY 0.350000000 on share A for 2023. Record date: 27 June 2024, Ex-date: 28 June 2024, Payment date: 28 June 2024. Announcement • Apr 28
Sichuan Yahua Industrial Group Co., Ltd., Annual General Meeting, May 20, 2024 Sichuan Yahua Industrial Group Co., Ltd., Annual General Meeting, May 20, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Chengdu, Sichuan China Agenda: To consider and approve the 2023 business report; to consider and approve the audit committee report; to consider and approve the private placement of shares; to consider and approve the business report and financial statements; to consider and approve the appropriation of profit and loss; to consider and approve the amendments in the articles of association; and to consider and approve any other matters. Announcement • Apr 27
Sichuan Yahua Industrial Group Co., Ltd. Proposes Final Cash Dividend for the Year 2023 Sichuan Yahua Industrial Group Co., Ltd. proposed final cash dividend/10 shares (tax included) of CNY 0.35000000 for the year 2023. Announcement • Mar 30
Sichuan Yahua Industrial Group Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024 Sichuan Yahua Industrial Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024 Announcement • Feb 20
Sichuan Yahua Industrial Group Co., Ltd. (SZSE:002497) announces an Equity Buyback for CNY 200 million worth of its shares. Sichuan Yahua Industrial Group Co., Ltd. (SZSE:002497) announces a share repurchase program. Under the program, the company will repurchase not more than CNY 200 million worth of its shares. The shares will be repurchased at a price not more than CNY 12 per share. The shares repurchased will be used to safeguard the company's value and shareholders' rights. The program will be funded from company's own funds. The program will be valid for not more than 3 months. Valuation Update With 7 Day Price Move • Jan 31
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥9.70, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 14x in the Chemicals industry in China. Total loss to shareholders of 56% over the past three years. Announcement • Dec 30
Sichuan Yahua Industrial Group Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024 Sichuan Yahua Industrial Group Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024 Major Estimate Revision • Nov 02
Consensus EPS estimates fall by 16% The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥13.5b to CN¥13.2b. EPS estimate also fell from CN¥1.66 per share to CN¥1.40 per share. Net income forecast to grow 8.8% next year vs 66% growth forecast for Chemicals industry in China. Consensus price target of CN¥14.00 unchanged from last update. Share price fell 4.4% to CN¥13.60 over the past week. Reported Earnings • Oct 27
Third quarter 2023 earnings released: CN¥0.12 loss per share (vs CN¥1.11 profit in 3Q 2022) Third quarter 2023 results: CN¥0.12 loss per share (down from CN¥1.11 profit in 3Q 2022). Revenue: CN¥3.26b (down 21% from 3Q 2022). Net loss: CN¥143.4m (down 111% from profit in 3Q 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Major Estimate Revision • Oct 19
Consensus EPS estimates fall by 19% The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from CN¥2.05 to CN¥1.66 per share. Revenue forecast steady at CN¥13.5b. Net income forecast to shrink 36% next year vs 53% growth forecast for Chemicals industry in China . Consensus price target down from CN¥22.00 to CN¥14.00. Share price fell 8.4% to CN¥14.44 over the past week. Reported Earnings • Aug 25
Second quarter 2023 earnings released: EPS: CN¥0.31 (vs CN¥1.08 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.31 (down from CN¥1.08 in 2Q 2022). Revenue: CN¥3.18b (down 5.0% from 2Q 2022). Net income: CN¥357.7m (down 71% from 2Q 2022). Profit margin: 11% (down from 37% in 2Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Announcement • Jul 01
Sichuan Yahua Industrial Group Co., Ltd. to Report First Half, 2023 Results on Aug 25, 2023 Sichuan Yahua Industrial Group Co., Ltd. announced that they will report first half, 2023 results on Aug 25, 2023 Announcement • Jun 22
Sichuan Yahua Industrial Group Co., Ltd. Announces Dividend Implementation, Payable on 29 June 2023 Sichuan Yahua Industrial Group Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares) of Cash dividend/10 shares (tax included) of CNY 4.70000000 for 2022. Record date: 28 June 2023; Ex-date: 29 June 2023; Payment date: 29 June 2023. Announcement • May 25
Sichuan Yahua Industrial Group Co., Ltd. Approves Dividend for 2022 Sichuan Yahua Industrial Group Co., Ltd. announced at the AGM held on May 22, 2023 that the company approved Cash dividend/10 shares (tax included) of CNY4.70000000 for 2022. Price Target Changed • May 16
Price target decreased by 11% to CN¥23.50 Down from CN¥26.50, the current price target is an average from 2 analysts. New target price is 22% above last closing price of CN¥19.26. Stock is down 33% over the past year. The company is forecast to post earnings per share of CN¥2.40 for next year compared to CN¥3.94 last year. Reported Earnings • Apr 29
First quarter 2023 earnings released: EPS: CN¥0.51 (vs CN¥0.89 in 1Q 2022) First quarter 2023 results: EPS: CN¥0.51 (down from CN¥0.89 in 1Q 2022). Revenue: CN¥3.04b (up 14% from 1Q 2022). Net income: CN¥592.9m (down 42% from 1Q 2022). Profit margin: 20% (down from 38% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth. Price Target Changed • Apr 13
Price target decreased by 15% to CN¥27.50 Down from CN¥32.50, the current price target is an average from 2 analysts. New target price is 37% above last closing price of CN¥20.10. Stock is down 33% over the past year. The company is forecast to post earnings per share of CN¥4.08 for next year compared to CN¥0.82 last year. Price Target Changed • Nov 16
Price target decreased to CN¥32.50 Down from CN¥41.40, the current price target is an average from 2 analysts. New target price is 15% above last closing price of CN¥28.22. Stock is down 3.5% over the past year. The company is forecast to post earnings per share of CN¥4.16 for next year compared to CN¥0.82 last year. Reported Earnings • Oct 27
Third quarter 2022 earnings released: EPS: CN¥1.11 (vs CN¥0.26 in 3Q 2021) Third quarter 2022 results: EPS: CN¥1.11 (up from CN¥0.26 in 3Q 2021). Revenue: CN¥4.11b (up 211% from 3Q 2021). Net income: CN¥1.28b (up 324% from 3Q 2021). Profit margin: 31% (up from 23% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 65% per year, which means it is significantly lagging earnings growth. Announcement • Oct 25
Sichuan Yahua Industrial Group Co., Ltd. (SZSE:002497) announces an Equity Buyback for CNY 300 million worth of its shares. Sichuan Yahua Industrial Group Co., Ltd. (SZSE:002497) announces a share repurchase program. Under the program, the company will repurchase not more than CNY 300 million worth of its shares. The shares will be repurchased at a price not more than CNY 35 per share. The shares repurchased will be used for employee stock ownership plans, equity incentive plans or other purposes permitted by national policies and regulations. The program will be funded from company's own funds. The program will be valid for not more than 12 months. Major Estimate Revision • Sep 05
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 EPS estimate increased from CN¥2.49 to CN¥4.01. Revenue forecast unchanged at CN¥15.4b. Net income forecast to grow 59% next year vs 39% growth forecast for Chemicals industry in China. Consensus price target of CN¥44.40 unchanged from last update. Share price was steady at CN¥27.95 over the past week. Reported Earnings • Sep 01
Second quarter 2022 earnings released: EPS: CN¥1.08 (vs CN¥0.22 in 2Q 2021) Second quarter 2022 results: EPS: CN¥1.08 (up from CN¥0.22 in 2Q 2021). Revenue: CN¥3.34b (up 164% from 2Q 2021). Net income: CN¥1.24b (up 392% from 2Q 2021). Profit margin: 37% (up from 20% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 69%, compared to a 38% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 63% per year, which means it is significantly lagging earnings growth. Announcement • Jun 17
Sichuan Yahua Industrial Group Co., Ltd. Announces Final Dividend on A Shares for the Year 2021, Payable on June 22, 2022 Sichuan Yahua Industrial Group Co., Ltd. announced final cash dividend/10 shares (tax included) of CNY 0.30000000 on A shares for the year 2021. Record date is June 21, 2022. Ex-date is June 22, 2022. Payment date is June 22, 2022. Valuation Update With 7 Day Price Move • Jun 08
Investor sentiment improved over the past week After last week's 15% share price gain to CN¥32.17, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 350% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥30.19 per share. Announcement • May 19
Sichuan Yahua Industrial Group Co., Ltd. Approves Cash Dividend for the Year 2021 Sichuan Yahua Industrial Group Co., Ltd. at its annual general meeting of 2021 held on 16 May 2022, approved 2021 profit distribution plan as cash dividend (tax included) of CNY 0.30000000 per ten shares. Price Target Changed • Apr 27
Price target increased to CN¥41.40 Up from CN¥15.37, the current price target is an average from 2 analysts. New target price is 62% above last closing price of CN¥25.53. Stock is up 28% over the past year. The company is forecast to post earnings per share of CN¥2.31 for next year compared to CN¥0.82 last year. Reported Earnings • Apr 27
First quarter 2022 earnings: EPS and revenues miss analyst expectations First quarter 2022 results: EPS: CN¥0.89 (up from CN¥0.069 in 1Q 2021). Revenue: CN¥2.66b (up 210% from 1Q 2021). Net income: CN¥1.02b (up CN¥944.0m from 1Q 2021). Profit margin: 38% (up from 9.1% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 113%, compared to a 43% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth. Announcement • Apr 26
Sichuan Yahua Industrial Group Co., Ltd. Proposes Final Cash Dividend for the Year 2021 Sichuan Yahua Industrial Group Co., Ltd. proposed final cash dividend per ten shares (tax included) of CNY 0.30000000 for the year 2021. Announcement • Apr 20
Sichuan Yahua Industrial Group Co., Ltd. (SZSE:002497) agreed to acquire 13.23% stake in Ultra Lithium Inc. (TSXV:ULT) for CAD 5 million. Sichuan Yahua Industrial Group Co., Ltd. (SZSE:002497) agreed to acquire 13.23% stake in Ultra Lithium Inc. (TSXV:ULT) for CAD 5 million on April 18, 2022. Valuation Update With 7 Day Price Move • Apr 18
Investor sentiment improved over the past week After last week's 19% share price gain to CN¥31.40, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 288% over the past three years. Reported Earnings • Feb 22
Full year 2021 earnings: EPS and revenues miss analyst expectations Full year 2021 results: EPS: CN¥0.81 (up from CN¥0.34 in FY 2020). Revenue: CN¥5.23b (up 61% from FY 2020). Net income: CN¥924.6m (up 186% from FY 2020). Profit margin: 18% (up from 10.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 5.3%. Over the next year, revenue is forecast to grow 56%, compared to a 47% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Feb 21
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥29.54, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 267% over the past three years. Valuation Update With 7 Day Price Move • Feb 21
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥29.54, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 267% over the past three years. Announcement • Nov 27
Sichuan Yahua Plans to Buy 70% Stake in Hebei Chemical Firm Sichuan Yahua Industrial Group Co., Ltd. (SZSE:002497) said it plans to buy 70% stake in Hebei Chemical Firm for at least CNY 185.5 million ($29.04 million). Reported Earnings • Oct 26
Third quarter 2021 earnings released: EPS CN¥0.26 (vs CN¥0.065 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.32b (up 44% from 3Q 2020). Net income: CN¥302.2m (up 384% from 3Q 2020). Profit margin: 23% (up from 6.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Sep 28
Investor sentiment deteriorated over the past week After last week's 16% share price decline to CN¥32.30, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 288% over the past three years. Valuation Update With 7 Day Price Move • Sep 08
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥36.56, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 22x in the Chemicals industry in China. Total returns to shareholders of 344% over the past three years. Reported Earnings • Aug 30
Second quarter 2021 earnings released: EPS CN¥0.22 (vs CN¥0.13 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.27b (up 52% from 2Q 2020). Net income: CN¥252.1m (up 101% from 2Q 2020). Profit margin: 20% (up from 15% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Aug 04
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥31.20, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 244% over the past three years. Board Change • Jul 31
High number of new directors Independent Director Jiaju Zheng was the last director to join the board, commencing their role in 2021. Valuation Update With 7 Day Price Move • Jul 07
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥26.50, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 157% over the past three years. Valuation Update With 7 Day Price Move • May 21
Investor sentiment improved over the past week After last week's 18% share price gain to CN¥22.96, the stock trades at a trailing P/E ratio of 57.9x. Average trailing P/E is 28x in the Chemicals industry in China. Total returns to shareholders of 78% over the past three years. Announcement • May 20
Sichuan Yahua Industrial Group Co., Ltd. Announces Dividend for 2020 Sichuan Yahua Industrial Group Co., Ltd. announced dividend of CNY 0.15000000 per 10 shares (tax included) for 2020. Announcement • Apr 27
Sichuan Yahua Industrial Group Co., Ltd. Proposes Final Cash Dividend for 2020 Sichuan Yahua Industrial Group Co., Ltd. proposed final cash dividend of CNY 0.15000000 per 10 shares (tax included) for 2020. Reported Earnings • Apr 26
Full year 2020 earnings released: EPS CN¥0.34 (vs CN¥0.07 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥3.25b (up 1.7% from FY 2019). Net income: CN¥323.8m (up 352% from FY 2019). Profit margin: 10.0% (up from 2.2% in FY 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Is New 90 Day High Low • Dec 31
New 90-day high: CN¥21.95 The company is up 132% from its price of CN¥9.47 on 30 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 12% over the same period. Is New 90 Day High Low • Dec 15
New 90-day high: CN¥17.43 The company is up 83% from its price of CN¥9.51 on 16 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 5.0% over the same period. Is New 90 Day High Low • Nov 23
New 90-day high: CN¥16.25 The company is up 68% from its price of CN¥9.65 on 25 August 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period. Is New 90 Day High Low • Nov 03
New 90-day high: CN¥13.68 The company is up 38% from its price of CN¥9.92 on 05 August 2020. The Chinese market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 3.0% over the same period. 