New Risk • May 06
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 23% 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. This is currently the only risk that has been identified for the company. Reported Earnings • Apr 29
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: EPS: CN¥0.65 (up from CN¥0.63 loss in FY 2024). Revenue: CN¥620.5m (up 23% from FY 2024). Net income: CN¥36.0m (up CN¥71.2m from FY 2024). Profit margin: 5.8% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 9.7%. Earnings per share (EPS) also missed analyst estimates by 23%. 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 14% per year, which means it is significantly lagging earnings growth. Annonce • Apr 29
MEMSensing Microsystems (Suzhou, China) Co., Ltd., Annual General Meeting, May 22, 2026 MEMSensing Microsystems (Suzhou, China) Co., Ltd., Annual General Meeting, May 22, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Suzhou, Jiangsu China Annonce • Mar 30
MEMSensing Microsystems (Suzhou, China) Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026 MEMSensing Microsystems (Suzhou, China) Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026 Reported Earnings • Mar 02
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: EPS: CN¥0.67 (up from CN¥0.63 loss in FY 2024). Revenue: CN¥620.5m (up 23% from FY 2024). Net income: CN¥37.4m (up CN¥72.6m from FY 2024). Profit margin: 6.0% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 9.7%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Electronic 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 12% per year, which means it is significantly lagging earnings growth. Annonce • Dec 26
MEMSensing Microsystems (Suzhou, China) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026 MEMSensing Microsystems (Suzhou, China) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026 Board Change • Nov 08
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Mei Qi Wang 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. Reported Earnings • Oct 30
Third quarter 2025 earnings released: EPS: CN¥0.21 (vs CN¥0.24 loss in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.21 (up from CN¥0.24 loss in 3Q 2024). Revenue: CN¥159.7m (up 22% from 3Q 2024). Net income: CN¥11.4m (up CN¥24.3m from 3Q 2024). Profit margin: 7.1% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth. New Risk • Oct 08
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 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Annonce • Sep 30
MEMSensing Microsystems (Suzhou, China) Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025 MEMSensing Microsystems (Suzhou, China) Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025 Annonce • Jun 30
MEMSensing Microsystems (Suzhou, China) Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025 MEMSensing Microsystems (Suzhou, China) Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025 Reported Earnings • Apr 27
Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2024 results: CN¥0.63 loss per share (improved from CN¥1.90 loss in FY 2023). Revenue: CN¥505.7m (up 36% from FY 2023). Net loss: CN¥35.2m (loss narrowed 65% from FY 2023). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 83%. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Annonce • Apr 26
MEMSensing Microsystems (Suzhou, China) Co., Ltd., Annual General Meeting, May 16, 2025 MEMSensing Microsystems (Suzhou, China) Co., Ltd., Annual General Meeting, May 16, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Suzhou, Jiangsu China Annonce • Mar 28
MEMSensing Microsystems (Suzhou, China) Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025 MEMSensing Microsystems (Suzhou, China) Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025 Reported Earnings • Mar 02
Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2024 results: CN¥0.63 loss per share (improved from CN¥1.90 loss in FY 2023). Revenue: CN¥505.9m (up 36% from FY 2023). Net loss: CN¥34.9m (loss narrowed 66% from FY 2023). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 83%. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Annonce • Dec 27
MEMSensing Microsystems (Suzhou, China) Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025 MEMSensing Microsystems (Suzhou, China) Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025 Reported Earnings • Oct 31
Third quarter 2024 earnings released: CN¥0.24 loss per share (vs CN¥0.54 loss in 3Q 2023) Third quarter 2024 results: CN¥0.24 loss per share (improved from CN¥0.54 loss in 3Q 2023). Revenue: CN¥131.0m (up 27% from 3Q 2023). Net loss: CN¥12.9m (loss narrowed 55% from 3Q 2023). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance. Annonce • Sep 30
MEMSensing Microsystems (Suzhou, China) Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024 MEMSensing Microsystems (Suzhou, China) Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024 Reported Earnings • Aug 29
Second quarter 2024 earnings released: CN¥0.37 loss per share (vs CN¥0.62 loss in 2Q 2023) Second quarter 2024 results: CN¥0.37 loss per share (improved from CN¥0.62 loss in 2Q 2023). Revenue: CN¥117.5m (up 30% from 2Q 2023). Net loss: CN¥20.7m (loss narrowed 37% from 2Q 2023). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance. Annonce • Jun 28
MEMSensing Microsystems (Suzhou, China) Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024 MEMSensing Microsystems (Suzhou, China) Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024 Reported Earnings • Apr 27
Full year 2023 earnings: EPS and revenues miss analyst expectations Full year 2023 results: CN¥1.90 loss per share (further deteriorated from CN¥1.03 loss in FY 2022). Revenue: CN¥372.7m (up 27% from FY 2022). Net loss: CN¥101.8m (loss widened 85% from FY 2022). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 198%. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance. Annonce • Apr 27
MEMSensing Microsystems (Suzhou, China) Co., Ltd., Annual General Meeting, May 16, 2024 MEMSensing Microsystems (Suzhou, China) Co., Ltd., Annual General Meeting, May 16, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Suzhou, Jiangsu China Annonce • Mar 29
MEMSensing Microsystems (Suzhou, China) Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024 MEMSensing Microsystems (Suzhou, China) Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024 Reported Earnings • Feb 27
Full year 2023 earnings: EPS and revenues miss analyst expectations Full year 2023 results: CN¥1.79 loss per share (further deteriorated from CN¥1.03 loss in FY 2022). Revenue: CN¥372.5m (up 27% from FY 2022). Net loss: CN¥95.3m (loss widened 73% from FY 2022). Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) also missed analyst estimates by 181%. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance. Annonce • Feb 08
MEMSensing Microsystems (Suzhou, China) Co., Ltd. (SHSE:688286) announces an Equity Buyback for CNY 25 million worth of its shares. MEMSensing Microsystems (Suzhou, China) Co., Ltd. (SHSE:688286) announces a share repurchase program. Under the program, the company will repurchase its own shares for a total of CNY 25 million. The shares will be purchased at a price not exceeding CNY 82.8 per share. The purpose of the program is to protect the rights and interests of all shareholders of the company, enhance investor confidence, and promote the company's long-term, healthy and sustainable development. The repurchased shares will be used for the implementation of ESOP or equity incentive plan and will be transferred within three years after the implementation results of the share repurchase and the announcement of share changes. If the company fails to transfer the repurchased shares within three years after the announcement of the results of the share repurchase and share changes, the repurchased shares that have not yet been transferred will be cancelled. The program will be funded from company's own funds. The program will be valid for 12 months. New Risk • Feb 05
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 8.5% 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 (8.5% average weekly change). Minor Risk Shareholders have been diluted in the past year (4.3% increase in shares outstanding). New Risk • Dec 05
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company. Reported Earnings • Nov 02
Third quarter 2023 earnings released: CN¥0.54 loss per share (vs CN¥0.22 loss in 3Q 2022) Third quarter 2023 results: CN¥0.54 loss per share (further deteriorated from CN¥0.22 loss in 3Q 2022). Revenue: CN¥103.4m (up 37% from 3Q 2022). Net loss: CN¥28.9m (loss widened 135% from 3Q 2022). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 30
Second quarter 2023 earnings released: CN¥0.62 loss per share (vs CN¥0.081 loss in 2Q 2022) Second quarter 2023 results: CN¥0.62 loss per share (further deteriorated from CN¥0.081 loss in 2Q 2022). Revenue: CN¥90.1m (up 31% from 2Q 2022). Net loss: CN¥32.9m (loss widened CN¥28.8m from 2Q 2022). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance. Annonce • May 13
MEMSensing Microsystems (Suzhou, China) Co., Ltd. announced a financing transaction MEMSensing Microsystems (Suzhou, China) Co., Ltd. announced that it will receive its equity round of funding on May 12, 2023. The transaction is approved by the Annual General Meeting of Shareholders. Reported Earnings • Apr 23
Full year 2022 earnings: EPS and revenues miss analyst expectations Full year 2022 results: CN¥1.03 loss per share (down from CN¥0.23 profit in FY 2021). Revenue: CN¥292.7m (down 17% from FY 2021). Net loss: CN¥54.9m (down CN¥67.4m from profit in FY 2021). Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China. Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Oct 30
Third quarter 2022 earnings released: CN¥0.22 loss per share (vs CN¥0.035 loss in 3Q 2021) Third quarter 2022 results: CN¥0.22 loss per share (further deteriorated from CN¥0.035 loss in 3Q 2021). Revenue: CN¥75.3m (down 1.7% from 3Q 2021). Net loss: CN¥12.3m (loss widened CN¥10.5m from 3Q 2021). Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Reported Earnings • Aug 26
Second quarter 2022 earnings released: CN¥0.081 loss per share (vs CN¥0.11 profit in 2Q 2021) Second quarter 2022 results: CN¥0.081 loss per share (down from CN¥0.11 profit in 2Q 2021). Revenue: CN¥68.8m (down 30% from 2Q 2021). Net loss: CN¥4.10m (down 170% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 54%, compared to a 25% growth forecast for the Electronic industry in China. Reported Earnings • Apr 27
First quarter 2022 earnings: EPS in line with expectations, revenues disappoint First quarter 2022 results: CN¥0.05 loss per share (down from CN¥0.08 profit in 1Q 2021). Revenue: CN¥74.0m (down 16% from 1Q 2021). Net loss: CN¥2.65m (down 161% from profit in 1Q 2021). Revenue missed analyst estimates by 15%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 31%, compared to a 24% growth forecast for the industry in China. Reported Earnings • Apr 19
Full year 2021 earnings: EPS in line with expectations, revenues disappoint Full year 2021 results: EPS: CN¥0.23 (down from CN¥0.94 in FY 2020). Revenue: CN¥351.8m (up 6.6% from FY 2020). Net income: CN¥12.4m (down 70% from FY 2020). Profit margin: 3.5% (down from 13% in FY 2020). Revenue missed analyst estimates by 15%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 24%, compared to a 24% growth forecast for the industry in China. Reported Earnings • Feb 28
Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2021 results: EPS: CN¥0.24 (down from CN¥0.94 in FY 2020). Revenue: CN¥351.8m (up 6.6% from FY 2020). Net income: CN¥13.0m (down 69% from FY 2020). Profit margin: 3.7% (down from 13% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 15%. Earnings per share (EPS) exceeded analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 55%, compared to a 26% growth forecast for the industry in China. Reported Earnings • Oct 31
Third quarter 2021 earnings released: CN¥0.035 loss per share (vs CN¥0.32 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: CN¥76.6m (down 25% from 3Q 2020). Net loss: CN¥1.78m (down 113% from profit in 3Q 2020). Reported Earnings • Aug 20
Second quarter 2021 earnings released: EPS CN¥0.11 (vs CN¥0.27 in 2Q 2020) The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥98.7m (up 31% from 2Q 2020). Net income: CN¥5.88m (down 46% from 2Q 2020). Profit margin: 6.0% (down from 14% in 2Q 2020). The decrease in margin was driven by higher expenses. Reported Earnings • Apr 13
Full year 2020 earnings released: EPS CN¥0.94 (vs CN¥1.53 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¥330.1m (up 16% from FY 2019). Net income: CN¥41.6m (down 30% from FY 2019). Profit margin: 13% (down from 21% in FY 2019). The decrease in margin was driven by higher expenses. Is New 90 Day High Low • Mar 15
New 90-day low: CN¥86.50 The company is down 40% from a price of CN¥145 on 15 December 2020. Underperformed the Chinese market, which is flat over the last 90 days. Lagged the Electronic industry, which is down 6.0% over the same period. Valuation Update With 7 Day Price Move • Feb 05
Investor sentiment deteriorated over the past week After last week's 21% share price decline to CN¥92.30, the stock is trading at a trailing P/E ratio of 78.7x, down from the previous P/E ratio of 100x. This compares to an average P/E of 38x in the Electronic industry in China. Is New 90 Day High Low • Feb 03
New 90-day low: CN¥103 The company is down 19% from its price of CN¥127 on 05 November 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period. Is New 90 Day High Low • Dec 02
New 90-day high: CN¥145 The company is up 2.0% from its price of CN¥142 on 03 September 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period. Annonce • Oct 29
MEMSensing Microsystems (Suzhou, China) Co., Ltd. to Report Q3, 2020 Results on Oct 30, 2020 MEMSensing Microsystems (Suzhou, China) Co., Ltd. announced that they will report Q3, 2020 results on Oct 30, 2020 Annonce • Aug 14
MEMSensing Microsystems (Suzhou, China) Co., Ltd. to Report First Half, 2020 Results on Aug 27, 2020 MEMSensing Microsystems (Suzhou, China) Co., Ltd. announced that they will report first half, 2020 results on Aug 27, 2020