Major Estimate Revision • May 21
Consensus revenue estimates fall by 10% The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from CN¥5.04b to CN¥4.51b. EPS estimate fell from CN¥1.12 to CN¥1.11 per share. Net income forecast to grow 36% next year vs 56% growth forecast for Chemicals industry in China. Consensus price target up from CN¥50.43 to CN¥71.10. Share price rose 5.0% to CN¥72.98 over the past week. New Risk • May 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 10.0% 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. Reported Earnings • Apr 28
First quarter 2026 earnings released: EPS: CN¥0.26 (vs CN¥0.15 in 1Q 2025) First quarter 2026 results: EPS: CN¥0.26 (up from CN¥0.15 in 1Q 2025). Revenue: CN¥1.02b (up 24% from 1Q 2025). Net income: CN¥251.0m (up 78% from 1Q 2025). Profit margin: 25% (up from 17% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% 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 increased by 40% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth. Board Change • Apr 23
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Xinping Xia was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Buy Or Sell Opportunity • Mar 27
Now 41% overvalued after recent price rise Over the last 90 days, the stock has risen 38% to CN¥53.07. The fair value is estimated to be CN¥37.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to grow by 79% in the next 2 years. Reported Earnings • Mar 27
Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2025 results: EPS: CN¥0.77 (up from CN¥0.56 in FY 2024). Revenue: CN¥3.66b (up 9.7% from FY 2024). Net income: CN¥720.2m (up 38% from FY 2024). Profit margin: 20% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.1%. Earnings per share (EPS) exceeded analyst estimates by 1.7%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 29% per year. Buy Or Sell Opportunity • Mar 12
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 21% to CN¥45.12. The fair value is estimated to be CN¥37.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 53% in 2 years. Earnings are forecast to grow by 80% in the next 2 years. Buy Or Sell Opportunity • Feb 03
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 26% to CN¥43.72. The fair value is estimated to be CN¥35.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 53% in 2 years. Earnings are forecast to grow by 80% in the next 2 years. Buy Or Sell Opportunity • Jan 07
Now 26% overvalued after recent price rise Over the last 90 days, the stock has risen 22% to CN¥44.83. The fair value is estimated to be CN¥35.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 53% in 2 years. Earnings are forecast to grow by 80% in the next 2 years. Anuncio • Dec 31
Hubei Dinglong CO.,Ltd. to Report Fiscal Year 2025 Results on Mar 27, 2026 Hubei Dinglong CO.,Ltd. announced that they will report fiscal year 2025 results on Mar 27, 2026 Price Target Changed • Nov 24
Price target increased by 12% to CN¥42.33 Up from CN¥37.67, the current price target is an average from 3 analysts. New target price is 27% above last closing price of CN¥33.30. Stock is up 23% over the past year. The company is forecast to post earnings per share of CN¥0.74 for next year compared to CN¥0.56 last year. Reported Earnings • Oct 28
Third quarter 2025 earnings released: EPS: CN¥0.22 (vs CN¥0.17 in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.22 (up from CN¥0.17 in 3Q 2024). Revenue: CN¥966.5m (up 6.6% from 3Q 2024). Net income: CN¥208.4m (up 32% from 3Q 2024). Profit margin: 22% (up from 18% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% 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 increased by 27% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Anuncio • Sep 30
Hubei Dinglong CO.,Ltd. to Report Q3, 2025 Results on Oct 28, 2025 Hubei Dinglong CO.,Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025 Valuation Update With 7 Day Price Move • Sep 24
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥37.00, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 23x in the Chemicals industry in China. Total returns to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥26.74 per share. Buy Or Sell Opportunity • Sep 17
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 17% to CN¥31.97. The fair value is estimated to be CN¥26.62, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 46% in 2 years. Earnings are forecast to grow by 77% in the next 2 years. Buy Or Sell Opportunity • Aug 23
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 16% to CN¥32.51. The fair value is estimated to be CN¥26.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 46% in 2 years. Earnings are forecast to grow by 77% in the next 2 years. Anuncio • Jul 02
Hubei Dinglong CO.,Ltd. to Report First Half, 2025 Results on Aug 22, 2025 Hubei Dinglong CO.,Ltd. announced that they will report first half, 2025 results on Aug 22, 2025 Anuncio • Jun 13
Hubei Dinglong CO.,Ltd. (SZSE:300054) agreed to acquire Hubei Dinghui Microelectronic Materials Co., Ltd. from CCB Trust Co., Ltd. for CNY 240 million. Hubei Dinglong CO.,Ltd. (SZSE:300054) agreed to acquire Hubei Dinghui Microelectronic Materials Co., Ltd. from CCB Trust Co., Ltd. for CNY 240 million on June 10, 2025. A cash consideration of CNY 240 million will be paid by Hubei Dinglong CO.,Ltd. As part of consideration, CNY 240 million is paid towards common equity of Hubei Dinghui Microelectronic Materials Co., Ltd. Upon completion, Hubei Dinglong CO.,Ltd. will own 99.35% stake in Hubei Dinghui Microelectronic Materials Co., Ltd.
For the period ending December 31, 2024, Hubei Dinghui Microelectronic Materials Co., Ltd. reported total revenue of CNY 717.23 million. As of December 31, 2024, Hubei Dinghui Microelectronic Materials Co., Ltd. reported total assets of CNY 1.35 billion and total common equity of CNY 963.08 million.
The transaction has been approved by the board of Hubei Dinglong CO.,Ltd. Anuncio • May 22
Hubei Dinglong Co.,Ltd. Approves Cash Dividend for the Year 2024 Hubei Dinglong CO.,Ltd. held its Annual General Meeting of 2024 on 20 May 2025, during which the following proposal(s) was/were approved: 2024 profit distribution plan of Cash dividend/10 shares (tax included): CNY 1.00000000. Price Target Changed • May 05
Price target increased by 7.1% to CN¥35.00 Up from CN¥32.67, the current price target is an average from 3 analysts. New target price is 17% above last closing price of CN¥29.80. Stock is up 26% over the past year. The company is forecast to post earnings per share of CN¥0.72 for next year compared to CN¥0.56 last year. Reported Earnings • May 02
First quarter 2025 earnings released: EPS: CN¥0.15 (vs CN¥0.086 in 1Q 2024) First quarter 2025 results: EPS: CN¥0.15 (up from CN¥0.086 in 1Q 2024). Revenue: CN¥823.9m (up 16% from 1Q 2024). Net income: CN¥141.0m (up 73% from 1Q 2024). Profit margin: 17% (up from 12% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 21% per year. Anuncio • Apr 29
Hubei Dinglong CO.,Ltd., Annual General Meeting, May 20, 2025 Hubei Dinglong CO.,Ltd., Annual General Meeting, May 20, 2025, at 15:00 China Standard Time. Buy Or Sell Opportunity • Apr 11
Now 26% overvalued after recent price rise Over the last 90 days, the stock has risen 16% to CN¥29.50. The fair value is estimated to be CN¥23.35, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 98% in the next 2 years. Anuncio • Mar 31
Hubei Dinglong CO.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025 Hubei Dinglong CO.,Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025 Buy Or Sell Opportunity • Mar 24
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 4.9% to CN¥28.32. The fair value is estimated to be CN¥22.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 97% in the next 2 years. Valuation Update With 7 Day Price Move • Feb 20
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥30.38, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥22.59 per share. Buy Or Sell Opportunity • Feb 12
Now 21% overvalued Over the last 90 days, the stock has fallen 4.4% to CN¥27.23. The fair value is estimated to be CN¥22.57, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 98% in the next 2 years. Anuncio • Dec 31
Hubei Dinglong CO.,Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025 Hubei Dinglong CO.,Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025 Buy Or Sell Opportunity • Nov 08
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 42% to CN¥29.00. The fair value is estimated to be CN¥23.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 98% in the next 2 years. Price Target Changed • Oct 28
Price target increased by 17% to CN¥29.33 Up from CN¥25.00, the current price target is an average from 3 analysts. New target price is 7.3% above last closing price of CN¥27.34. Stock is up 16% over the past year. The company is forecast to post earnings per share of CN¥0.52 for next year compared to CN¥0.24 last year. Reported Earnings • Oct 25
Third quarter 2024 earnings released: EPS: CN¥0.17 (vs CN¥0.093 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.17 (up from CN¥0.093 in 3Q 2023). Revenue: CN¥906.9m (up 27% from 3Q 2023). Net income: CN¥158.5m (up 97% from 3Q 2023). Profit margin: 18% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% 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 increased by 31% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Anuncio • Sep 30
Hubei Dinglong CO.,Ltd. to Report Q3, 2024 Results on Oct 25, 2024 Hubei Dinglong CO.,Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024 Valuation Update With 7 Day Price Move • Sep 30
Investor sentiment improves as stock rises 30% After last week's 30% share price gain to CN¥23.85, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.33 per share. Reported Earnings • Aug 20
Second quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.063 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.14 (up from CN¥0.063 in 2Q 2023). Revenue: CN¥810.8m (up 32% from 2Q 2023). Net income: CN¥136.3m (up 123% from 2Q 2023). Profit margin: 17% (up from 10.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% 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 increased by 48% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Anuncio • Jun 29
Hubei Dinglong CO.,Ltd. to Report First Half, 2024 Results on Aug 20, 2024 Hubei Dinglong CO.,Ltd. announced that they will report first half, 2024 results on Aug 20, 2024 Reported Earnings • Apr 26
First quarter 2024 earnings released: EPS: CN¥0.086 (vs CN¥0.037 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.086 (up from CN¥0.037 in 1Q 2023). Revenue: CN¥708.0m (up 30% from 1Q 2023). Net income: CN¥81.6m (up 135% from 1Q 2023). Profit margin: 12% (up from 6.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% 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 increased by 60% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Major Estimate Revision • Apr 16
Consensus EPS estimates fall by 14% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥3.27b to CN¥3.16b. EPS estimate also fell from CN¥0.508 per share to CN¥0.438 per share. Net income forecast to grow 86% next year vs 44% growth forecast for Chemicals industry in China. Consensus price target up from CN¥22.75 to CN¥25.50. Share price fell 6.7% to CN¥20.12 over the past week. Price Target Changed • Apr 11
Price target increased by 7.7% to CN¥24.50 Up from CN¥22.75, the current price target is an average from 2 analysts. New target price is 19% above last closing price of CN¥20.55. Stock is down 19% over the past year. The company is forecast to post earnings per share of CN¥0.43 for next year compared to CN¥0.24 last year. Anuncio • Apr 10
Hubei Dinglong CO.,Ltd., Annual General Meeting, May 14, 2024 Hubei Dinglong CO.,Ltd., Annual General Meeting, May 14, 2024, at 15:00 China Standard Time. Location: The Company's Meeting Room, Wuhan, Hubei China Reported Earnings • Apr 10
Full year 2023 earnings: EPS and revenues miss analyst expectations Full year 2023 results: EPS: CN¥0.24 (down from CN¥0.42 in FY 2022). Revenue: CN¥2.67b (down 2.0% from FY 2022). Net income: CN¥222.0m (down 43% from FY 2022). Profit margin: 8.3% (down from 14% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 4.7%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Anuncio • Mar 30
Hubei Dinglong CO.,Ltd. to Report Q1, 2024 Results on Apr 26, 2024 Hubei Dinglong CO.,Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024 Buy Or Sell Opportunity • Mar 26
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 10% to CN¥21.51. The fair value is estimated to be CN¥27.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 73%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 116% in the next 2 years. Anuncio • Mar 16
Hubei Dinglong CO.,Ltd. (SZSE:300054) agreed to acquire 6.83% stake in Wuhan Rouxian Technology Co., Ltd. from Qushui Dinglong Taihao Enterprise Management Co., Ltd. managed by Wuhan Paradise Silicon Valley Technology Innovation Asset Management Co., Ltd. for CNY 31.9 million. Hubei Dinglong CO.,Ltd. (SZSE:300054) agreed to acquire 6.83% stake in Wuhan Rouxian Technology Co., Ltd. from Qushui Dinglong Taihao Enterprise Management Co., Ltd. managed by Wuhan Paradise Silicon Valley Technology Innovation Asset Management Co., Ltd. for CNY 31.9 million on March 13, 2024. Transaction was financed by Hubei Dinglong's own funds. Transaction has already been approved by Wuhan Rouxian Technology Co., Ltd's board of director's. Valuation Update With 7 Day Price Move • Feb 08
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥20.42, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 13x in the Chemicals industry in China. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥27.64 per share. Anuncio • Feb 07
Hubei Dinglong CO.,Ltd. (SZSE:300054) announces an Equity Buyback for CNY 200 million worth of its shares. Hubei Dinglong CO.,Ltd. (SZSE:300054) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its shares. The shares will be repurchased at a price not more than CNY 30 per share. The purpose of the program is to use the repurchased shares for ESOP or equity incentives. The program is valid for a period of 3 months. Price Target Changed • Feb 02
Price target decreased by 8.1% to CN¥22.75 Down from CN¥24.75, the current price target is an average from 2 analysts. New target price is 37% above last closing price of CN¥16.61. Stock is down 29% over the past year. The company is forecast to post earnings per share of CN¥0.25 for next year compared to CN¥0.42 last year. Major Estimate Revision • Jan 25
Consensus EPS estimates fall by 20% The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from CN¥0.32 to CN¥0.255. Revenue forecast unchanged from CN¥2.77b at last update. Net income forecast to grow 59% next year vs 59% growth forecast for Chemicals industry in China. Consensus price target down from CN¥25.50 to CN¥24.75. Share price fell 2.4% to CN¥19.26 over the past week. Anuncio • Dec 30
Hubei Dinglong CO.,Ltd. to Report Fiscal Year 2023 Results on Apr 10, 2024 Hubei Dinglong CO.,Ltd. announced that they will report fiscal year 2023 results on Apr 10, 2024 Reported Earnings • Oct 26
Third quarter 2023 earnings released: EPS: CN¥0.093 (vs CN¥0.10 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.093 (down from CN¥0.10 in 3Q 2022). Revenue: CN¥713.2m (up 11% from 3Q 2022). Net income: CN¥80.4m (down 20% from 3Q 2022). Profit margin: 11% (down from 16% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% 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 73% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Anuncio • Sep 30
Hubei Dinglong CO.,Ltd. to Report Q3, 2023 Results on Oct 26, 2023 Hubei Dinglong CO.,Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023 Major Estimate Revision • Aug 25
Consensus EPS estimates fall by 12% The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥3.19b to CN¥3.06b. EPS estimate also fell from CN¥0.533 per share to CN¥0.467 per share. Net income forecast to grow 80% next year vs 53% growth forecast for Chemicals industry in China. Consensus price target down from CN¥30.00 to CN¥27.50. Share price fell 4.5% to CN¥20.46 over the past week. Price Target Changed • Aug 22
Price target decreased by 8.3% to CN¥27.50 Down from CN¥30.00, the current price target is an average from 4 analysts. New target price is 27% above last closing price of CN¥21.65. Stock is down 15% over the past year. The company is forecast to post earnings per share of CN¥0.50 for next year compared to CN¥0.42 last year. Reported Earnings • Aug 19
Second quarter 2023 earnings released: EPS: CN¥0.063 (vs CN¥0.13 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.063 (down from CN¥0.13 in 2Q 2022). Revenue: CN¥612.7m (down 18% from 2Q 2022). Net income: CN¥61.1m (down 50% from 2Q 2022). Profit margin: 10.0% (down from 17% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% 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 71% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Anuncio • Jul 01
Hubei Dinglong CO.,Ltd. to Report First Half, 2023 Results on Aug 19, 2023 Hubei Dinglong CO.,Ltd. announced that they will report first half, 2023 results on Aug 19, 2023 Anuncio • Jun 09
Hubei Dinglong Co.,Ltd. Announces Final Dividend on A Shares for the Year 2022, Payable on June 16, 2023 Hubei Dinglong CO.,Ltd. announced final cash dividend/10 shares (tax included) of CNY 0.50000000 on A shares for the year 2022. Record date is June 15, 2023. Ex-date is May June 16, 2023. Payment date is June 16, 2023. Valuation Update With 7 Day Price Move • Apr 20
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥29.90, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 162% over the past three years. Reported Earnings • Apr 12
Full year 2022 earnings: EPS and revenues miss analyst expectations Full year 2022 results: EPS: CN¥0.42 (up from CN¥0.23 in FY 2021). Revenue: CN¥2.72b (up 16% from FY 2021). Net income: CN¥390.0m (up 83% from FY 2021). Profit margin: 14% (up from 9.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.2%. Earnings per share (EPS) also missed analyst estimates by 3.7%. Revenue is forecast to grow 22% 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 66% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth. Price Target Changed • Jan 11
Price target increased to CN¥27.75 Up from CN¥25.92, the current price target is an average from 2 analysts. New target price is 26% above last closing price of CN¥21.96. Stock is down 1.6% over the past year. The company is forecast to post earnings per share of CN¥0.42 for next year compared to CN¥0.23 last year. Board Change • Nov 16
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Non-Independent Director Minguang Su was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 27
Third quarter 2022 earnings released: EPS: CN¥0.10 (vs CN¥0.062 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.10 (up from CN¥0.062 in 3Q 2021). Revenue: CN¥642.9m (up 16% from 3Q 2021). Net income: CN¥100.3m (up 70% from 3Q 2021). Profit margin: 16% (up from 11% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% 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 31% per year whereas the company’s share price has increased by 33% per year. Valuation Update With 7 Day Price Move • Oct 11
Investor sentiment deteriorated over the past week After last week's 18% share price decline to CN¥19.19, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 14x in the Chemicals industry in China. Total returns to shareholders of 108% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥17.38 per share. Valuation Update With 7 Day Price Move • Sep 07
Investor sentiment improved over the past week After last week's 17% share price gain to CN¥26.51, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 154% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥19.08 per share. Reported Earnings • Aug 20
Second quarter 2022 earnings released: EPS: CN¥0.14 (vs CN¥0.058 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.14 (up from CN¥0.058 in 2Q 2021). Revenue: CN¥742.8m (up 29% from 2Q 2021). Net income: CN¥123.1m (up 129% from 2Q 2021). Profit margin: 17% (up from 9.3% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 29%, compared to a 41% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings. Anuncio • Jun 18
Hubei Dinglong Co.,Ltd. Announces 2021 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on June 24, 2022 Hubei Dinglong CO.,Ltd. announced 2021 final profit distribution plan to be implemented (A shares), Payable on June 24, 2022. The company announced Cash dividend/10 shares (tax included) of CNY 0.20000000. The record date is June 23, 2022 and ex-date is June 24, 2022. Board Change • Jun 01
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Non-Independent Director Minguang Su was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Apr 27
First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2022 results: EPS: CN¥0.076 (up from CN¥0.04 in 1Q 2021). Revenue: CN¥569.7m (up 9.6% from 1Q 2021). Net income: CN¥71.4m (up 90% from 1Q 2021). Profit margin: 13% (up from 7.2% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 16%. Over the next year, revenue is forecast to grow 29%, compared to a 43% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. 3 independent directors (8 non-independent directors). Independent Director Xiao Ji was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Anuncio • Apr 23
Hubei Dinglong CO.,Ltd. (SZSE:300054) announces an Equity Buyback for CNY 400 million worth of its shares. Hubei Dinglong CO.,Ltd. (SZSE:300054) announces a share repurchase program. Under the program, the company will repurchase up to CNY 400 million worth of its shares. The program is valid for a period of 12 months. Reported Earnings • Apr 16
Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2021 results: EPS: CN¥0.23 (up from CN¥0.17 loss in FY 2020). Revenue: CN¥2.36b (up 30% from FY 2020). Net income: CN¥213.5m (up CN¥373.3m from FY 2020). Profit margin: 9.1% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 16%. Over the next year, revenue is forecast to grow 15%, compared to a 51% growth forecast for the industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 105 percentage points per year, which is a significant difference in performance. Anuncio • Nov 24
Hubei Dinglong CO.,Ltd. announced that it expects to receive CNY 210.5 million in funding from CCB Trust Co., Ltd. Hubei Dinglong CO.,Ltd. announced a private placement of common shares for a gross proceeds of CNY 210,500,000 on November 22, 2021. The transaction will include participation from CCB Trust Co., Ltd. Post transaction, the investor will hold a stake of 8%. Reported Earnings • Oct 28
Third quarter 2021 earnings released: EPS CN¥0.062 (vs CN¥0.04 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥554.9m (up 25% from 3Q 2020). Net income: CN¥59.2m (up 45% from 3Q 2020). Profit margin: 11% (up from 9.2% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 158 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 19
Second quarter 2021 earnings released: EPS CN¥0.06 (vs CN¥0.18 in 2Q 2020) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥576.4m (up 9.2% from 2Q 2020). Net income: CN¥53.9m (down 71% from 2Q 2020). Profit margin: 9.3% (down from 35% in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 139 percentage points per year, which is a significant difference in performance. Reported Earnings • Apr 10
Full year 2020 earnings released: CN¥0.17 loss per share (vs CN¥0.036 profit in FY 2019) The company reported a mediocre full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: CN¥1.82b (up 58% from FY 2019). Net loss: CN¥159.8m (down CN¥193.9m from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance. Anuncio • Feb 24
Hubei Dinglong CO.,Ltd. to Report Fiscal Year 2020 Results on Apr 10, 2021 Hubei Dinglong CO.,Ltd. announced that they will report fiscal year 2020 results on Apr 10, 2021 Is New 90 Day High Low • Jan 21
New 90-day high: CN¥23.44 The company is up 52% from its price of CN¥15.38 on 23 October 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥12.87 per share. 
