Annonce • Jun 30
Anji Microelectronics Technology (Shanghai) Co., Ltd. to Report First Half, 2026 Results on Aug 27, 2026 Anji Microelectronics Technology (Shanghai) Co., Ltd. announced that they will report first half, 2026 results on Aug 27, 2026 New Risk • Jun 09
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (26% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.5% average weekly change). Declared Dividend • Jun 05
Dividend of CN¥0.50 announced Shareholders will receive a dividend of CN¥0.50. Ex-date: 10th June 2026 Payment date: 10th June 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is covered by both earnings (10% earnings payout ratio) and cash flows (71% cash payout ratio). The dividend has increased by an average of 26% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 114% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Valuation Update With 7 Day Price Move • Jun 01
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to CN¥268, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 58x in the Semiconductor industry in China. Total returns to shareholders of 147% over the past three years. Board Change • May 20
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Tianshen Tang was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Annonce • Apr 16
Anji Microelectronics Technology (Shanghai) Co., Ltd., Annual General Meeting, May 15, 2026 Anji Microelectronics Technology (Shanghai) Co., Ltd., Annual General Meeting, May 15, 2026, at 14:30 China Standard Time. Location: 1F, T6-5, No. 5001, Huadong Road, Pudong New Area, Shanghai China Annonce • Mar 30
Anji Microelectronics Technology (Shanghai) Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026 Anji Microelectronics Technology (Shanghai) Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026 Annonce • Dec 26
Anji Microelectronics Technology (Shanghai) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 16, 2026 Anji Microelectronics Technology (Shanghai) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 16, 2026 Annonce • Sep 30
Anji Microelectronics Technology (Shanghai) Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025 Anji Microelectronics Technology (Shanghai) Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025 Annonce • Jun 30
Anji Microelectronics Technology (Shanghai) Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025 Anji Microelectronics Technology (Shanghai) Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025 Annonce • Apr 16
Anji Microelectronics Technology (Shanghai) Co., Ltd., Annual General Meeting, May 14, 2025 Anji Microelectronics Technology (Shanghai) Co., Ltd., Annual General Meeting, May 14, 2025, at 14:00 China Standard Time. Location: 1F, T6-5, No. 5001, Huadong Road, Pudong New Area, Shanghai China Annonce • Mar 28
Anji Microelectronics Technology (Shanghai) Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025 Anji Microelectronics Technology (Shanghai) Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025 Annonce • Dec 27
Anji Microelectronics Technology (Shanghai) Co., Ltd. to Report Fiscal Year 2024 Results on Apr 16, 2025 Anji Microelectronics Technology (Shanghai) Co., Ltd. announced that they will report fiscal year 2024 results on Apr 16, 2025 Valuation Update With 7 Day Price Move • Nov 05
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥163, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 35x in the Semiconductor industry in China. Total returns to shareholders of 41% over the past three years. Reported Earnings • Oct 30
Third quarter 2024 earnings released: EPS: CN¥1.23 (vs CN¥0.62 in 3Q 2023) Third quarter 2024 results: EPS: CN¥1.23 (up from CN¥0.62 in 3Q 2023). Revenue: CN¥515.0m (up 59% from 3Q 2023). Net income: CN¥158.6m (up 97% from 3Q 2023). Profit margin: 31% (up from 25% in 3Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Oct 15
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to CN¥135, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 32x in the Semiconductor industry in China. Total returns to shareholders of 41% over the past three years. Valuation Update With 7 Day Price Move • Sep 30
Investor sentiment improves as stock rises 33% After last week's 33% share price gain to CN¥140, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 29x in the Semiconductor industry in China. Total returns to shareholders of 41% over the past three years. Annonce • Sep 30
Anji Microelectronics Technology (Shanghai) Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024 Anji Microelectronics Technology (Shanghai) Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024 Reported Earnings • Aug 26
Second quarter 2024 earnings released: EPS: CN¥1.01 (vs CN¥1.24 in 2Q 2023) Second quarter 2024 results: EPS: CN¥1.01 (down from CN¥1.24 in 2Q 2023). Revenue: CN¥418.8m (up 37% from 2Q 2023). Net income: CN¥128.9m (down 19% from 2Q 2023). Profit margin: 31% (down from 52% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. New Risk • Jul 23
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 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (27% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.4% average weekly change). Annonce • Jun 29
Anji Microelectronics Technology (Shanghai) Co., Ltd. to Report First Half, 2024 Results on Aug 26, 2024 Anji Microelectronics Technology (Shanghai) Co., Ltd. announced that they will report first half, 2024 results on Aug 26, 2024 Valuation Update With 7 Day Price Move • Jun 11
Investor sentiment deteriorates as stock falls 24% After last week's 24% share price decline to CN¥126, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 30x in the Semiconductor industry in China. Total loss to shareholders of 5.4% over the past three years. Valuation Update With 7 Day Price Move • May 03
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥165, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 30x in the Semiconductor industry in China. Total returns to shareholders of 72% over the past three years. Reported Earnings • Apr 30
First quarter 2024 earnings released: EPS: CN¥1.06 (vs CN¥0.79 in 1Q 2023) First quarter 2024 results: EPS: CN¥1.06 (up from CN¥0.79 in 1Q 2023). Revenue: CN¥378.5m (up 41% from 1Q 2023). Net income: CN¥105.1m (up 38% from 1Q 2023). Profit margin: 28% (in line with 1Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Reported Earnings • Apr 19
Full year 2023 earnings released: EPS: CN¥4.09 (vs CN¥3.11 in FY 2022) Full year 2023 results: EPS: CN¥4.09 (up from CN¥3.11 in FY 2022). Revenue: CN¥1.24b (up 15% from FY 2022). Net income: CN¥402.7m (up 34% from FY 2022). Profit margin: 33% (up from 28% in FY 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Annonce • Apr 16
Anji Microelectronics Technology (Shanghai) Co., Ltd., Annual General Meeting, May 09, 2024 Anji Microelectronics Technology (Shanghai) Co., Ltd., Annual General Meeting, May 09, 2024, at 14:00 China Standard Time. Location: 1F, T6-5, No. 5001, Huadong Road, Pudong New Zone, Shanghai China Annonce • Mar 29
Anji Microelectronics Technology (Shanghai) Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024 Anji Microelectronics Technology (Shanghai) Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024 Reported Earnings • Feb 27
Full year 2023 earnings released: EPS: CN¥3.99 (vs CN¥3.11 in FY 2022) Full year 2023 results: EPS: CN¥3.99 (up from CN¥3.11 in FY 2022). Revenue: CN¥1.24b (up 15% from FY 2022). Net income: CN¥386.8m (up 28% from FY 2022). Profit margin: 31% (up from 28% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Feb 06
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥142, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 24x in the Semiconductor industry in China. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥97.21 per share. Annonce • Dec 29
Anji Microelectronics Technology (Shanghai) Co., Ltd. to Report Fiscal Year 2023 Results on Apr 16, 2024 Anji Microelectronics Technology (Shanghai) Co., Ltd. announced that they will report fiscal year 2023 results on Apr 16, 2024 Reported Earnings • Nov 02
Third quarter 2023 earnings released: EPS: CN¥0.81 (vs CN¥0.82 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.81. Revenue: CN¥323.3m (up 11% from 3Q 2022). Net income: CN¥80.4m (flat on 3Q 2022). Profit margin: 25% (down from 27% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in China. New Risk • Oct 12
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Reported Earnings • Aug 31
Second quarter 2023 earnings released: EPS: CN¥2.76 (vs CN¥1.68 in 2Q 2022) Second quarter 2023 results: EPS: CN¥2.76 (up from CN¥1.68 in 2Q 2022). Revenue: CN¥305.6m (up 13% from 2Q 2022). Net income: CN¥158.8m (up 82% from 2Q 2022). Profit margin: 52% (up from 32% in 2Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor 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 4% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • May 10
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥228, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 35x in the Semiconductor industry in China. Total returns to shareholders of 14% over the past three years. Reported Earnings • Apr 12
Full year 2022 earnings released: EPS: CN¥4.59 (vs CN¥1.68 in FY 2021) Full year 2022 results: EPS: CN¥4.59 (up from CN¥1.68 in FY 2021). Revenue: CN¥1.08b (up 57% from FY 2021). Net income: CN¥301.4m (up 141% from FY 2021). Profit margin: 28% (up from 18% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor 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 30% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥243, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 45x in the Semiconductor industry in China. Total returns to shareholders of 145% over the past three years. Board Change • Nov 16
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Tianxi Zhang was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Oct 31
Third quarter 2022 earnings released: EPS: CN¥1.07 (vs CN¥0.34 in 3Q 2021) Third quarter 2022 results: EPS: CN¥1.07 (up from CN¥0.34 in 3Q 2021). Revenue: CN¥290.4m (up 55% from 3Q 2021). Net income: CN¥79.7m (up 221% from 3Q 2021). Profit margin: 27% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in China. Valuation Update With 7 Day Price Move • Oct 12
Investor sentiment deteriorated over the past week After last week's 31% share price decline to CN¥180, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 28x in the Semiconductor industry in China. Total returns to shareholders of 10% over the past year. Reported Earnings • Apr 30
First quarter 2022 earnings released: EPS: CN¥0.74 (vs CN¥0.04 in 1Q 2021) First quarter 2022 results: EPS: CN¥0.74 (up from CN¥0.04 in 1Q 2021). Revenue: CN¥233.1m (up 95% from 1Q 2021). Net income: CN¥39.6m (up CN¥37.5m from 1Q 2021). Profit margin: 17% (up from 1.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 48%, compared to a 44% growth forecast for the industry in China. 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. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Tianxi Zhang was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Apr 16
Full year 2021 earnings released: EPS: CN¥2.35 (vs CN¥2.90 in FY 2020) Full year 2021 results: EPS: CN¥2.35 (down from CN¥2.90 in FY 2020). Revenue: CN¥686.7m (up 63% from FY 2020). Net income: CN¥125.1m (down 19% from FY 2020). Profit margin: 18% (down from 37% in FY 2020). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 53%, compared to a 46% growth forecast for the industry in China. Reported Earnings • Feb 27
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: CN¥2.36 (down from CN¥2.90 in FY 2020). Revenue: CN¥686.5m (up 63% from FY 2020). Net income: CN¥125.6m (down 19% from FY 2020). Profit margin: 18% (down from 37% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 46%, compared to a 56% growth forecast for the industry in China. Reported Earnings • Oct 31
Third quarter 2021 earnings released: EPS CN¥0.47 (vs CN¥1.20 in 3Q 2020) The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥187.5m (up 60% from 3Q 2020). Net income: CN¥24.9m (down 61% from 3Q 2020). Profit margin: 13% (down from 55% in 3Q 2020). Reported Earnings • Aug 27
Second quarter 2021 earnings released: EPS CN¥1.28 (vs CN¥0.50 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥163.7m (up 72% from 2Q 2020). Net income: CN¥70.1m (up 167% from 2Q 2020). Profit margin: 43% (up from 28% in 2Q 2020). Valuation Update With 7 Day Price Move • May 05
Investor sentiment deteriorated over the past week After last week's 16% share price decline to CN¥187, the stock trades at a forward P/E ratio of 70x. Average forward P/E is 52x in the Semiconductor industry in China. Total loss to shareholders of 18% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥274 per share. Reported Earnings • Apr 30
First quarter 2021 earnings released: EPS CN¥0.04 (vs CN¥0.44 in 1Q 2020) The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: CN¥119.3m (up 24% from 1Q 2020). Net income: CN¥2.05m (down 91% from 1Q 2020). Profit margin: 1.7% (down from 25% in 1Q 2020). Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment improved over the past week After last week's 19% share price gain to CN¥222, the stock trades at a forward P/E ratio of 75x. Average forward P/E is 59x in the Semiconductor industry in China. Total returns to shareholders of 49% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥228 per share. Reported Earnings • Apr 01
Full year 2020 earnings released: EPS CN¥2.90 (vs CN¥1.45 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥422.4m (up 48% from FY 2019). Net income: CN¥154.0m (up 134% from FY 2019). Profit margin: 37% (up from 23% in FY 2019). Is New 90 Day High Low • Mar 09
New 90-day low: CN¥268 The company is down 10.0% from its price of CN¥299 on 09 December 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥219 per share. Is New 90 Day High Low • Dec 28
New 90-day low: CN¥273 The company is down 12% from its price of CN¥310 on 30 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥84.30 per share.