Valuation Update With 7 Day Price Move • Jul 17
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to CN¥12.11, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Auto Components industry in China. Total returns to shareholders of 136% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.21 per share. Valuation Update With 7 Day Price Move • Jul 02
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to CN¥16.87, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the Auto Components industry in China. Total returns to shareholders of 217% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.23 per share. Announcement • Jun 30
Jiangnan Mould & Plastic Technology Co., Ltd. to Report First Half, 2026 Results on Aug 26, 2026 Jiangnan Mould & Plastic Technology Co., Ltd. announced that they will report first half, 2026 results on Aug 26, 2026 Valuation Update With 7 Day Price Move • Jun 04
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to CN¥17.80, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 20x in the Auto Components industry in China. Total returns to shareholders of 304% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.21 per share. Valuation Update With 7 Day Price Move • May 08
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to CN¥14.50, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Auto Components industry in China. Total returns to shareholders of 220% over the past three years. Buy Or Sell Opportunity • May 07
Now 32% overvalued Over the last 90 days, the stock has fallen 12% to CN¥13.56. The fair value is estimated to be CN¥10.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.0% over the last 3 years. Earnings per share has grown by 3.0%. Revenue is forecast to grow by 23% in a year. Earnings are forecast to grow by 18% in the next year. Reported Earnings • Apr 29
Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2025 results: EPS: CN¥0.53 (down from CN¥0.68 in FY 2024). Revenue: CN¥7.11b (flat on FY 2024). Net income: CN¥483.0m (down 23% from FY 2024). Profit margin: 6.8% (down from 8.8% in FY 2024). Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) exceeded analyst estimates by 3.1%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Auto Components industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Apr 29
Jiangnan Mould & Plastic Technology Co., Ltd., Annual General Meeting, May 25, 2026 Jiangnan Mould & Plastic Technology Co., Ltd., Annual General Meeting, May 25, 2026, at 14:00 China Standard Time. Location: 3F, No. 8, Changqing Road, Zhouzhuang Town, Jiangyin, Jiangsu China Announcement • Mar 31
Jiangnan Mould & Plastic Technology Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026 Jiangnan Mould & Plastic Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026 Valuation Update With 7 Day Price Move • Mar 04
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥12.57, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 23x in the Auto Components industry in China. Total returns to shareholders of 156% over the past three years. Valuation Update With 7 Day Price Move • Feb 05
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥14.74, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 23x in the Auto Components industry in China. Total returns to shareholders of 195% over the past three years. New Risk • Jan 26
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 9.8% 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 (9.8% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. New Risk • Jan 02
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: 2.3% 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 (9.0% average weekly change). Large one-off items impacting financial results. Announcement • Dec 31
Jiangnan Mould & Plastic Technology Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026 Jiangnan Mould & Plastic Technology Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026 Valuation Update With 7 Day Price Move • Dec 30
Investor sentiment improves as stock rises 31% After last week's 31% share price gain to CN¥13.89, the stock trades at a trailing P/E ratio of 27.6x. Average trailing P/E is 41x in the Auto Components industry in China. Total returns to shareholders of 217% over the past three years. Valuation Update With 7 Day Price Move • Dec 11
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥11.26, the stock trades at a trailing P/E ratio of 22.4x. Average trailing P/E is 40x in the Auto Components industry in China. Total returns to shareholders of 153% over the past three years. Announcement • Nov 22
Jiangnan Mould & Plastic Technology Co., Ltd. Approves Cash Dividend for the Third Quarter of 2025 Jiangnan Mould & Plastic Technology Co., Ltd. held its 2nd Extraordinary General Meeting of 2025 on 20 November 2025, during which the following proposal(s) was/were approved Cash dividend/10 shares (tax included) of CNY 3.26800000 for the third quarter of 2025. New Risk • Nov 06
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 9.6% 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 (9.6% average weekly change). Minor Risk Large one-off items impacting financial results. Valuation Update With 7 Day Price Move • Nov 06
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to CN¥11.08, the stock trades at a trailing P/E ratio of 22x. Average trailing P/E is 40x in the Auto Components industry in China. Total returns to shareholders of 116% over the past three years. Reported Earnings • Oct 31
Third quarter 2025 earnings released: EPS: CN¥0.089 (vs CN¥0.20 in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.089 (down from CN¥0.20 in 3Q 2024). Revenue: CN¥1.71b (flat on 3Q 2024). Net income: CN¥81.8m (down 55% from 3Q 2024). Profit margin: 4.8% (down from 11% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Sep 30
Jiangnan Mould & Plastic Technology Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025 Jiangnan Mould & Plastic Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025 Valuation Update With 7 Day Price Move • Sep 11
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥10.43, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 41x in the Auto Components industry in China. Total returns to shareholders of 120% over the past three years. Buy Or Sell Opportunity • Sep 09
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 42% to CN¥10.27. The fair value is estimated to be CN¥8.53, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. New Risk • Sep 06
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 37% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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 (7.1% average weekly change). Large one-off items impacting financial results. New Risk • Aug 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 7.0% 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. 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 (7.0% average weekly change). Valuation Update With 7 Day Price Move • Aug 14
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to CN¥9.81, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 40x in the Auto Components industry in China. Total returns to shareholders of 80% over the past three years. Announcement • Jul 02
Jiangnan Mould & Plastic Technology Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025 Jiangnan Mould & Plastic Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025 Board Change • Jul 01
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Shan Li was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Jun 27
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥7.76, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 35x in the Auto Components industry in China. Total returns to shareholders of 58% over the past three years. Announcement • May 22
Jiangnan Mould & Plastic Technology Co., Ltd., Annual General Meeting, Jun 16, 2025 Jiangnan Mould & Plastic Technology Co., Ltd., Annual General Meeting, Jun 16, 2025, at 14:00 China Standard Time. Location: 3F, No. 8, Changqing Road, Zhouzhuang Town, Jiangyin, Jiangsu China Reported Earnings • Apr 29
Full year 2024 earnings released: EPS: CN¥0.68 (vs CN¥0.49 in FY 2023) Full year 2024 results: EPS: CN¥0.68 (up from CN¥0.49 in FY 2023). Revenue: CN¥7.14b (down 18% from FY 2023). Net income: CN¥626.3m (up 40% from FY 2023). Profit margin: 8.8% (up from 5.1% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Apr 08
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to CN¥6.24, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 29x in the Auto Components industry in China. Total returns to shareholders of 53% over the past three years. Announcement • Mar 31
Jiangnan Mould & Plastic Technology Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025 Jiangnan Mould & Plastic Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025 Announcement • Dec 31
Jiangnan Mould & Plastic Technology Co., Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025 Jiangnan Mould & Plastic Technology Co., Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025 New Risk • Nov 10
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Large one-off items impacting financial results. Valuation Update With 7 Day Price Move • Nov 08
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥8.05, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 31x in the Auto Components industry in China. Total returns to shareholders of 62% over the past three years. Reported Earnings • Oct 31
Third quarter 2024 earnings released: EPS: CN¥0.20 (vs CN¥0.21 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.20 (down from CN¥0.21 in 3Q 2023). Revenue: CN¥1.70b (down 24% from 3Q 2023). Net income: CN¥180.9m (down 4.6% from 3Q 2023). Profit margin: 11% (up from 8.5% in 3Q 2023). The increase in margin was driven by lower expenses. 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 13% per year, which means it is significantly lagging earnings growth. Announcement • Oct 11
Jiangnan Mould & Plastic Technology Co., Ltd. Approves the 2024 Interim Profit Distribution Jiangnan Mould & Plastic Technology Co., Ltd. held its 2nd Extraordinary General Meeting of 2024 on 09 October 2024, during which the following proposal(s) were approved the 2024 interim profit distribution plan, Cash dividend/10 shares (tax included) of CNY 1.09000000. Board Change • Oct 02
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. 4 experienced directors. 4 highly experienced directors. Independent Director Jiong Mu 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 • Sep 30
Jiangnan Mould & Plastic Technology Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024 Jiangnan Mould & Plastic Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024 Valuation Update With 7 Day Price Move • Sep 30
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to CN¥6.80, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 26x in the Auto Components industry in China. Total returns to shareholders of 43% over the past three years. Reported Earnings • Aug 31
Second quarter 2024 earnings released: EPS: CN¥0.23 (vs CN¥0.17 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.23 (up from CN¥0.17 in 2Q 2023). Revenue: CN¥1.74b (down 18% from 2Q 2023). Net income: CN¥213.8m (up 36% from 2Q 2023). Profit margin: 12% (up from 7.4% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Jul 15
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥5.89, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 27x in the Auto Components industry in China. Total returns to shareholders of 8.3% over the past three years. Announcement • Jun 29
Jiangnan Mould & Plastic Technology Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024 Jiangnan Mould & Plastic Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024 Announcement • Apr 29
Jiangnan Mould & Plastic Technology Co., Ltd., Annual General Meeting, May 21, 2024 Jiangnan Mould & Plastic Technology Co., Ltd., Annual General Meeting, May 21, 2024, at 14:00 China Standard Time. Location: 3F, No. 8, Changqing Road, Zhouzhuang Town, Jiangyin, Jiangsu China Reported Earnings • Apr 27
Full year 2023 earnings released: EPS: CN¥0.49 (vs CN¥0.54 in FY 2022) Full year 2023 results: EPS: CN¥0.49 (down from CN¥0.54 in FY 2022). Revenue: CN¥8.72b (up 14% from FY 2022). Net income: CN¥449.1m (down 9.6% from FY 2022). Profit margin: 5.1% (down from 6.5% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Announcement • Mar 30
Jiangnan Mould & Plastic Technology Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024 Jiangnan Mould & Plastic Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024 Valuation Update With 7 Day Price Move • Mar 15
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥6.99, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 32x in the Auto Components industry in China. Total returns to shareholders of 54% over the past three years. Valuation Update With 7 Day Price Move • Feb 23
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥5.88, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 28x in the Auto Components industry in China. Total returns to shareholders of 24% over the past three years. Valuation Update With 7 Day Price Move • Feb 02
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥4.88, the stock trades at a trailing P/E ratio of 9.1x. Average trailing P/E is 28x in the Auto Components industry in China. Total returns to shareholders of 9.2% over the past three years. Announcement • Dec 30
Jiangnan Mould & Plastic Technology Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024 Jiangnan Mould & Plastic Technology Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024 Announcement • Nov 17
Jiangnan Mould & Plastic Technology Co., Ltd. Approves Cash Dividend for the Third Quarter of 2023 Jiangnan Mould & Plastic Technology Co., Ltd. announced that at its Extraordinary General Meeting of 2023 held on 14 November 2023, approved the Cash dividend/10 shares (tax included) of CNY 2.17000000 for the third quarter of 2023. Reported Earnings • Nov 02
Third quarter 2023 earnings released: EPS: CN¥0.21 (vs CN¥0.18 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.21 (up from CN¥0.18 in 3Q 2022). Revenue: CN¥2.24b (up 5.0% from 3Q 2022). Net income: CN¥189.7m (up 16% from 3Q 2022). Profit margin: 8.5% (up from 7.7% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Announcement • Oct 31
Jiangnan Mould & Plastic Technology Co., Ltd. Announces the Profit Distribution Proposal for the Third Quarter of 2023 Jiangnan Mould & Plastic Technology Co., Ltd. announced on 30 October 2023 the profit distribution proposal for the third quarter of 2023 as Cash dividend/10 shares (tax included): CNY 2.17000000. New Risk • Oct 13
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 8.2% 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. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Oct 13
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to CN¥8.49, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 37x in the Auto Components industry in China. Total returns to shareholders of 42% over the past three years. Reported Earnings • Aug 30
Second quarter 2023 earnings released: EPS: CN¥0.17 (vs CN¥0.18 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.17 (down from CN¥0.18 in 2Q 2022). Revenue: CN¥2.11b (up 30% from 2Q 2022). Net income: CN¥156.7m (down 4.0% from 2Q 2022). Profit margin: 7.4% (down from 10% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. New Risk • Aug 18
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 6.2% 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 High level of debt (43% net debt to equity). Share price has been volatile over the past 3 months (6.2% average weekly change). Valuation Update With 7 Day Price Move • Aug 03
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥7.11, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 42x in the Auto Components industry in China. Total loss to shareholders of 2.9% over the past three years. Reported Earnings • Apr 26
Full year 2022 earnings released: EPS: CN¥0.54 (vs CN¥0.22 loss in FY 2021) Full year 2022 results: EPS: CN¥0.54 (up from CN¥0.22 loss in FY 2021). Revenue: CN¥7.66b (up 3.7% from FY 2021). Net income: CN¥496.9m (up CN¥700.0m from FY 2021). Profit margin: 6.5% (up from net loss in FY 2021). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Reported Earnings • Oct 29
Third quarter 2022 earnings released: EPS: CN¥0.18 (vs CN¥0.44 loss in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.18 (up from CN¥0.44 loss in 3Q 2021). Revenue: CN¥2.13b (up 10% from 3Q 2021). Net income: CN¥163.6m (up CN¥569.5m from 3Q 2021). Profit margin: 7.7% (up from net loss in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Aug 24
Second quarter 2022 earnings released: EPS: CN¥0.18 (vs CN¥0.11 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.18 (up from CN¥0.11 in 2Q 2021). Revenue: CN¥1.62b (down 15% from 2Q 2021). Net income: CN¥163.2m (up 64% from 2Q 2021). Profit margin: 10% (up from 5.2% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings. Announcement • May 07
Jiangnan Mould & Plastic Technology Co., Ltd., Annual General Meeting, May 23, 2022 Jiangnan Mould & Plastic Technology Co., Ltd., Annual General Meeting, May 23, 2022, at 14:00 China Standard Time. Agenda: To consider 2021 work report of the board of directors; to consider 2021 work report of the supervisory committee; to consider 2021 annual accounts; to consider 2021 annual report and its summary; to consider 2021 profit distribution plan; to consider reappointment of audit firm; and to consider other matters. Reported Earnings • May 02
First quarter 2022 earnings released: EPS: CN¥0.10 (vs CN¥0.093 in 1Q 2021) First quarter 2022 results: EPS: CN¥0.10 (up from CN¥0.093 in 1Q 2021). Revenue: CN¥1.55b (down 11% from 1Q 2021). Net income: CN¥93.1m (up 9.6% from 1Q 2021). Profit margin: 6.0% (up from 4.9% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Reported Earnings • Oct 31
Third quarter 2021 earnings released: CN¥0.45 loss per share (vs CN¥0.091 profit in 3Q 2020) The company reported a soft third quarter result with weaker earnings and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: CN¥1.93b (up 12% from 3Q 2020). Net loss: CN¥414.8m (down CN¥492.5m from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Board Change • Oct 02
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. No highly experienced directors. Independent Director Ruipeng Di was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Valuation Update With 7 Day Price Move • Sep 20
Investor sentiment deteriorated over the past week After last week's 16% share price decline to CN¥5.26, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 32x in the Auto Components industry in China. Total returns to shareholders of 66% over the past three years. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥6.07, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 32x in the Auto Components industry in China. Total returns to shareholders of 80% over the past three years. Announcement • May 25
Jiangnan Mould & Plastic Technology Co., Ltd. Announces Final Dividend for the Year 2020 Jiangnan Mould & Plastic Technology Co., Ltd. announced final dividend of CNY 2.1800000 for the year 2020. Announcement • Apr 30
Jiangnan Mould & Plastic Technology Co., Ltd. Announces Final Dividend Profit Distribution Proposal for 2020 Jiangnan Mould & Plastic Technology Co., Ltd. announced final dividend profit distribution proposal for 2020 as follows: Cash dividend/10 shares (tax included): CNY 2.18000000. Reported Earnings • Apr 17
Full year 2020 earnings released: EPS CN¥0.016 (vs CN¥0.12 in FY 2019) The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥6.12b (up 12% from FY 2019). Net income: CN¥14.6m (down 86% from FY 2019). Profit margin: 0.2% (down from 1.9% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Is New 90 Day High Low • Jan 29
New 90-day low: CN¥5.33 The company is down 8.0% from its price of CN¥5.80 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 Auto Components industry, which is up 4.0% over the same period. Is New 90 Day High Low • Dec 24
New 90-day low: CN¥5.61 The company is down 9.0% from its price of CN¥6.18 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 Auto Components industry, which is up 5.0% over the same period. Is New 90 Day High Low • Oct 30
New 90-day low: CN¥5.80 The company is down 22% from its price of CN¥7.48 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 11% over the same period. Reported Earnings • Oct 26
Third quarter earnings released Over the last 12 months the company has reported total losses of CN¥24.7m, with earnings decreasing by CN¥117.4m from the prior year. Total revenue was CN¥5.61b over the last 12 months, up 5.8% from the prior year. Announcement • Oct 19
Jiangnan Mould & Plastic Technology Co., Ltd. to Report Q3, 2020 Results on Oct 26, 2020 Jiangnan Mould & Plastic Technology Co., Ltd. announced that they will report Q3, 2020 results on Oct 26, 2020 Is New 90 Day High Low • Sep 22
New 90-day low: CN¥6.65 The company is down 12% from its price of CN¥7.60 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 Auto Components industry, which is up 25% over the same period. Announcement • Aug 13
Jiangnan Mould & Plastic Technology Co., Ltd. to Report First Half, 2020 Results on Aug 29, 2020 Jiangnan Mould & Plastic Technology Co., Ltd. announced that they will report first half, 2020 results on Aug 29, 2020 
