Announcement • Jun 30
Shaanxi Panlong Pharmaceutical Group Co., Ltd. to Report First Half, 2026 Results on Aug 28, 2026 Shaanxi Panlong Pharmaceutical Group Co., Ltd. announced that they will report first half, 2026 results on Aug 28, 2026 Announcement • May 30
Shaanxi Panlong Pharmaceutical Group Co., Ltd. Approves Profit Distribution Plan for 2025 Shaanxi Panlong Pharmaceutical Group Co., Ltd. at the AGM held on May 26, 2026 approved 2025 profit distribution plan as follows: Cash dividend per ten shares (tax included): CNY 2.50000000. Announcement • May 06
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd, Annual General Meeting, May 26, 2026 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd, Annual General Meeting, May 26, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Xi'an, Shaanxi China New Risk • Apr 28
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.8% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (7.8% net profit margin). Reported Earnings • Apr 28
First quarter 2026 earnings released: EPS: CN¥0.21 (vs CN¥0.30 in 1Q 2025) First quarter 2026 results: EPS: CN¥0.21 (down from CN¥0.30 in 1Q 2025). Revenue: CN¥222.5m (down 11% from 1Q 2025). Net income: CN¥21.8m (down 30% from 1Q 2025). Profit margin: 9.8% (down from 13% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 13% per year. Announcement • Mar 31
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd to Report Q1, 2026 Results on Apr 28, 2026 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd announced that they will report Q1, 2026 results on Apr 28, 2026 Announcement • Dec 31
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd to Report Fiscal Year 2025 Results on Apr 28, 2026 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd announced that they will report fiscal year 2025 results on Apr 28, 2026 Valuation Update With 7 Day Price Move • Nov 13
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to CN¥39.20, the stock trades at a trailing P/E ratio of 34.5x. Average trailing P/E is 36x in the Pharmaceuticals industry in China. Total loss to shareholders of 12% over the past three years. Reported Earnings • Oct 28
Third quarter 2025 earnings released: EPS: CN¥0.28 (vs CN¥0.28 in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.28 (in line with 3Q 2024). Revenue: CN¥267.4m (up 2.2% from 3Q 2024). Net income: CN¥29.7m (flat on 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 9% per year, which means it is performing significantly worse than earnings. Announcement • Sep 30
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd to Report Q3, 2025 Results on Oct 28, 2025 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd announced that they will report Q3, 2025 results on Oct 28, 2025 New Risk • Sep 08
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 0.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company. Board Change • Aug 29
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Xiaofeng Niu was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Jul 02
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd to Report First Half, 2025 Results on Aug 28, 2025 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd announced that they will report first half, 2025 results on Aug 28, 2025 Declared Dividend • May 25
Dividend of CN¥0.25 announced Shareholders will receive a dividend of CN¥0.25. Ex-date: 29th May 2025 Payment date: 29th May 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (22% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 14% per year over the past 7 years and payments have been stable during that time. Earnings per share has grown by 7.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Apr 25
Full year 2024 earnings released: EPS: CN¥1.15 (vs CN¥1.15 in FY 2023) Full year 2024 results: EPS: CN¥1.15 (in line with FY 2023). Revenue: CN¥973.9m (flat on FY 2023). Net income: CN¥120.3m (up 8.9% from FY 2023). Profit margin: 12% (up from 11% in FY 2023). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Announcement • Apr 25
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd, Annual General Meeting, May 16, 2025 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd, Annual General Meeting, May 16, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Xi'an, Shaanxi China Announcement • Mar 31
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd to Report Q1, 2025 Results on Apr 25, 2025 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd announced that they will report Q1, 2025 results on Apr 25, 2025 Valuation Update With 7 Day Price Move • Jan 10
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to CN¥25.74, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 28x in the Pharmaceuticals industry in China. Total loss to shareholders of 17% over the past three years. Announcement • Jan 04
Shaanxi Panlong Pharmaceutical Group Limited by Share Ltd Announces the Profit Distribution Proposal for the Third Quarter of 2024 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd. announced the profit distribution proposal for the third quarter of 2024 as follows: Cash dividend per 10 shares (tax included) of CNY 0.50000000. Announcement • Dec 31
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd to Report Fiscal Year 2024 Results on Apr 25, 2025 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd announced that they will report fiscal year 2024 results on Apr 25, 2025 Reported Earnings • Oct 28
Third quarter 2024 earnings released: EPS: CN¥0.28 (vs CN¥0.33 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.28. Revenue: CN¥261.6m (up 21% from 3Q 2023). Net income: CN¥29.9m (flat on 3Q 2023). Profit margin: 11% (down from 14% in 3Q 2023). The decrease in margin was driven by higher expenses. Buy Or Sell Opportunity • Oct 18
Now 20% overvalued The stock has been flat over the last 90 days, currently trading at CN¥26.40. The fair value is estimated to be CN¥21.94, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 4.5%. Valuation Update With 7 Day Price Move • Oct 02
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥27.87, the stock trades at a trailing P/E ratio of 25.3x. Average trailing P/E is 30x in the Pharmaceuticals industry in China. Total returns to shareholders of 27% over the past three years. Announcement • Sep 30
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd to Report Q3, 2024 Results on Oct 28, 2024 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd announced that they will report Q3, 2024 results on Oct 28, 2024 Buy Or Sell Opportunity • Sep 30
Now 27% overvalued after recent price rise Over the last 90 days, the stock has risen 5.6% to CN¥27.87. The fair value is estimated to be CN¥21.94, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 4.5%. New Risk • Sep 17
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (9.8% increase in shares outstanding). Reported Earnings • Aug 28
Second quarter 2024 earnings released: EPS: CN¥0.27 (vs CN¥0.34 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.27 (down from CN¥0.34 in 2Q 2023). Revenue: CN¥245.2m (down 11% from 2Q 2023). Net income: CN¥28.5m (down 13% from 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year. Announcement • Jun 29
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd to Report First Half, 2024 Results on Aug 28, 2024 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd announced that they will report first half, 2024 results on Aug 28, 2024 Declared Dividend • May 30
Dividend increased to CN¥0.22 Dividend of CN¥0.22 is 10.0% higher than last year. Ex-date: 3rd June 2024 Payment date: 3rd June 2024 Dividend yield will be 0.8%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 14% per year over the past 6 years and payments have been stable during that time. Earnings per share has grown by 8.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Announcement • May 29
Shaanxi Panlong Pharmaceutical Group Limited by Share Ltd Announces Final Dividend on A Shares for the Year 2023, Payable on 03 June 2024 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd. announced final cash dividend/10 shares (tax included) of CNY2.20000000 on A shares for the year 2023. Record date is 31 May 2024. Ex-date is 03 June 2024. Payment date is 03 June 2024. Announcement • Apr 28
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd, Annual General Meeting, May 21, 2024 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd, Annual General Meeting, May 21, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Xi'an, Shaanxi 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 reappointment of audit firm; to consider and approve the profit distribution plan; and to consider and approve any other matters. Buy Or Sell Opportunity • Apr 27
Now 21% overvalued Over the last 90 days, the stock has fallen 14% to CN¥28.31. The fair value is estimated to be CN¥23.48, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 6.0%. Announcement • Apr 27
Shaanxi Panlong Pharmaceutical Group Limited by Share Ltd Proposes Final Cash Dividend for the Year 2023 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd. announced on 26 April 2024 the profit distribution proposal for 2023: Cash dividend (tax included) of CNY 2.20000000 per 10 shares. Announcement • Mar 30
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd to Report Q1, 2024 Results on Apr 26, 2024 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd announced that they will report Q1, 2024 results on Apr 26, 2024 Announcement • Mar 15
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd (SZSE:002864) announces an Equity Buyback for CNY 20 million worth of its shares. Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd (SZSE:002864) announces a share repurchase program. Under the program, the company will repurchase up to CNY 20 million. The shares will be repurchased at a price not more than CNY 45 per share. The purpose of the program is to use the repurchased shares for the implementation of employee shareholding plan or as equity incentive. The plan will be valid for a period of 12 months. Valuation Update With 7 Day Price Move • Feb 01
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥28.17, the stock trades at a trailing P/E ratio of 27.6x. Average forward P/E is 16x in the Pharmaceuticals industry in China. Total returns to shareholders of 32% over the past three years. Announcement • Dec 30
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd to Report Fiscal Year 2023 Results on Apr 26, 2024 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd announced that they will report fiscal year 2023 results on Apr 26, 2024 New Risk • Nov 22
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 6.3% 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: Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Shareholders have been diluted in the past year (23% increase in shares outstanding). Reported Earnings • Nov 03
Third quarter 2023 earnings released: EPS: CN¥0.33 (vs CN¥0.39 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.33 (down from CN¥0.39 in 3Q 2022). Revenue: CN¥216.2m (down 18% from 3Q 2022). Net income: CN¥29.8m (down 9.8% from 3Q 2022). Profit margin: 14% (up from 13% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Pharmaceuticals industry in China. 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 14% per year. Valuation Update With 7 Day Price Move • Nov 02
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥42.79, the stock trades at a trailing P/E ratio of 37.1x. Average forward P/E is 20x in the Pharmaceuticals industry in China. Total returns to shareholders of 55% over the past three years. Announcement • Sep 30
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd to Report Q3, 2023 Results on Oct 30, 2023 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd announced that they will report Q3, 2023 results on Oct 30, 2023 Valuation Update With 7 Day Price Move • Sep 28
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥40.01, the stock trades at a trailing P/E ratio of 34.7x. Average trailing P/E is 33x in the Pharmaceuticals industry in China. Total returns to shareholders of 59% over the past three years. Reported Earnings • Aug 24
Second quarter 2023 earnings released: EPS: CN¥0.34 (vs CN¥0.29 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.34 (up from CN¥0.29 in 2Q 2022). Revenue: CN¥274.4m (up 18% from 2Q 2022). Net income: CN¥32.7m (up 32% from 2Q 2022). Profit margin: 12% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. New Risk • Jul 05
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 0.5% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change). Shareholders have been diluted in the past year (12% increase in shares outstanding). Announcement • Jul 01
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd to Report First Half, 2023 Results on Aug 24, 2023 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd announced that they will report first half, 2023 results on Aug 24, 2023 Announcement • May 24
Shaanxi Panlong Pharmaceutical Group Limited by Share Ltd. Approves Cash Dividend for 2022 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd. approved cash dividend of CNY 2.00000000 per ten share (tax included) for 2022, at its Annual General Meeting of 2022 on 19 May 2023. Board Change • May 04
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. 12 experienced directors. No highly experienced directors. Independent Director Haiyun Ren was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Apr 29
First quarter 2023 earnings released: EPS: CN¥0.24 (vs CN¥0.23 in 1Q 2022) First quarter 2023 results: EPS: CN¥0.24 (up from CN¥0.23 in 1Q 2022). Revenue: CN¥225.6m (up 14% from 1Q 2022). Net income: CN¥21.6m (up 7.4% from 1Q 2022). Profit margin: 9.6% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Apr 27
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to CN¥45.57, the stock trades at a trailing P/E ratio of 43.2x. Average trailing P/E is 33x in the Pharmaceuticals industry in China. Total returns to shareholders of 76% over the past three years. Valuation Update With 7 Day Price Move • Mar 21
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥39.72, the stock trades at a trailing P/E ratio of 34.7x. Average trailing P/E is 35x in the Pharmaceuticals industry in China. Total returns to shareholders of 55% over the past three years. Valuation Update With 7 Day Price Move • Dec 13
Investor sentiment improved over the past week After last week's 23% share price gain to CN¥48.31, the stock trades at a trailing P/E ratio of 42.2x. Average trailing P/E is 39x in the Pharmaceuticals industry in China. Total returns to shareholders of 86% over the past three years. Valuation Update With 7 Day Price Move • Nov 10
Investor sentiment improved over the past week After last week's 15% share price gain to CN¥44.22, the stock trades at a trailing P/E ratio of 38.6x. Average trailing P/E is 35x in the Pharmaceuticals industry in China. Total returns to shareholders of 63% over the past three years. Announcement • Oct 29
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd announced that it expects to receive CNY 302 million in funding Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd announced a non-public issuance of no more than 26,000,000 A shares for gross proceeds of not more than CNY 302,000,000 on October 28, 2022. The transaction will include participation from not more than 35 special investors. The pricing base date will be the first day of issue period, and the issue price for the shares to be issued in the private placement shall not be less than 80% of the average stock price 20 trading days before the first day of the issue period. All the securities issued in the transaction will subject to lock-up period is 6 months. The resolution of this issuance is valid for 12 months from the date of deliberation and approval by the company's shareholders meeting. The transaction has been deliberated and approved at the third meeting of the fourth directorate of the company and are subject to the approval of the company's shareholders meeting and the China Securities Regulatory Commission. Reported Earnings • Oct 29
Third quarter 2022 earnings released: EPS: CN¥0.39 (vs CN¥0.35 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.39 (up from CN¥0.35 in 3Q 2021). Revenue: CN¥262.5m (up 19% from 3Q 2021). Net income: CN¥33.1m (up 7.9% from 3Q 2021). Profit margin: 13% (down from 14% 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 12% per year whereas the company’s share price has increased by 10% per year. Buying Opportunity • Oct 21
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 1.4%. The fair value is estimated to be CN¥45.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 12%. Valuation Update With 7 Day Price Move • Oct 18
Investor sentiment improved over the past week After last week's 19% share price gain to CN¥35.55, the stock trades at a trailing P/E ratio of 31.8x. Average trailing P/E is 33x in the Pharmaceuticals industry in China. Total returns to shareholders of 30% over the past three years. Announcement • Sep 14
Shaanxi Panlong Pharmaceutical Group Limited by Share Ltd Approves Management Appointments Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd. announced at the EGM held on September 9, 2022 that the company approved election of Niu Xiaofeng as independent director and Zhu Wenfeng and Ma Hui as shareholder supervisors. Reported Earnings • Aug 26
Second quarter 2022 earnings released: EPS: CN¥0.29 (vs CN¥0.29 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.29. Revenue: CN¥232.1m (up 2.4% from 2Q 2021). Net income: CN¥24.8m (flat on 2Q 2021). Profit margin: 11% (in line with 2Q 2021). Valuation Update With 7 Day Price Move • Jun 09
Investor sentiment improved over the past week After last week's 18% share price gain to CN¥40.04, the stock trades at a trailing P/E ratio of 35.9x. Average trailing P/E is 32x in the Pharmaceuticals industry in China. Total returns to shareholders of 44% over the past three years. Announcement • May 19
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd Approves 2021 Profit Distribution Plan Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd. at its AGM held on 17 May 2022 approved 2021 profit distribution plan. Cash dividend/10 shares (tax included): CNY 1.80000000. Valuation Update With 7 Day Price Move • May 09
Investor sentiment improved over the past week After last week's 22% share price gain to CN¥45.45, the stock trades at a trailing P/E ratio of 40.7x. Average trailing P/E is 30x in the Pharmaceuticals industry in China. Total returns to shareholders of 58% over the past three years. Announcement • Apr 27
Shaanxi Panlong Pharmaceutical Group Limited by Share Ltd Proposes Final Cash Dividend for 2021 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd. proposed final cash dividend per 10 shares (tax included) of CNY 1.80000000 for 2021. Reported Earnings • Apr 27
First quarter 2022 earnings: EPS and revenues exceed analyst expectations First quarter 2022 results: EPS: CN¥0.23 (up from CN¥0.21 in 1Q 2021). Revenue: CN¥198.8m (up 14% from 1Q 2021). Net income: CN¥20.1m (up 13% from 1Q 2021). Profit margin: 10% (in line with 1Q 2021). Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Apr 11
Investor sentiment deteriorated over the past week After last week's 20% share price decline to CN¥54.72, the stock trades at a trailing P/E ratio of 54.3x. Average trailing P/E is 34x in the Pharmaceuticals industry in China. Total returns to shareholders of 62% over the past three years. Valuation Update With 7 Day Price Move • Mar 16
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥29.81, the stock trades at a trailing P/E ratio of 29.6x. Average trailing P/E is 32x in the Pharmaceuticals industry in China. Total loss to shareholders of 18% over the past three years. Valuation Update With 7 Day Price Move • Dec 13
Investor sentiment improved over the past week After last week's 18% share price gain to CN¥28.50, the stock trades at a trailing P/E ratio of 28.3x. Average trailing P/E is 33x in the Pharmaceuticals industry in China. Total loss to shareholders of 11% over the past three years. Reported Earnings • Oct 28
Third quarter 2021 earnings released: EPS CN¥0.35 (vs CN¥0.39 in 3Q 2020) The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥221.1m (up 3.5% from 3Q 2020). Net income: CN¥30.7m (down 8.6% from 3Q 2020). Profit margin: 14% (down from 16% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 24
Second quarter 2021 earnings released: EPS CN¥0.29 (vs CN¥0.27 in 2Q 2020) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥226.6m (up 45% from 2Q 2020). Net income: CN¥24.7m (up 9.2% from 2Q 2020). Profit margin: 11% (down from 14% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings. Announcement • May 26
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd. Announces Cash Dividend for the Year 2020, Payable on May 31, 2021 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd. announced cash dividend per 10 shares (tax included) of CNY 1.50000000 for the year 2020, payable on May 31, 2021. Record date is May 28, 2021 and ex-date is May 31, 2021. Announcement • May 08
Shaanxi Panlong Pharmaceutical Group Limited by Share Ltd Approves Cash Dividend for the Year 2020 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd. approved cash dividend/10 shares (tax included) of CNY 1.50000000 for the year 2020. Reported Earnings • Apr 14
Full year 2020 earnings released: EPS CN¥0.92 (vs CN¥0.83 in FY 2019) The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥670.3m (up 9.8% from FY 2019). Net income: CN¥79.1m (up 10% from FY 2019). Profit margin: 12% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings. Announcement • Feb 24
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd to Report Fiscal Year 2020 Results on Apr 13, 2021 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd announced that they will report fiscal year 2020 results on Apr 13, 2021 Is New 90 Day High Low • Jan 29
New 90-day low: CN¥22.24 The company is down 19% from its price of CN¥27.60 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is flat over the same period. Is New 90 Day High Low • Jan 11
New 90-day low: CN¥23.85 The company is down 10.0% from its price of CN¥26.56 on 13 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is down 1.0% over the same period. Is New 90 Day High Low • Dec 24
New 90-day low: CN¥25.17 The company is down 5.0% from its price of CN¥26.38 on 25 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 Pharmaceuticals industry, which is flat over the same period. Reported Earnings • Oct 28
Third quarter earnings released Over the last 12 months the company has reported total profits of CN¥79.7m, up 4.3% from the prior year. Total revenue was CN¥626.1m over the last 12 months, up 6.7% from the prior year. Announcement • Oct 20
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd to Report Q3, 2020 Results on Oct 27, 2020 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd announced that they will report Q3, 2020 results on Oct 27, 2020 Is New 90 Day High Low • Sep 28
New 90-day low: CN¥25.52 The company is down 14% from its price of CN¥29.58 on 30 June 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is up 3.0% over the same period. Announcement • Aug 04
Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd to Report First Half, 2020 Results on Aug 25, 2020 Shaanxi Panlong Pharmaceutical Group Limited By Share Ltd announced that they will report first half, 2020 results on Aug 25, 2020