Annuncio • Jun 30
Shanghai Lonyer Data Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025 Shanghai Lonyer Data Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025 New Risk • Jun 10
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 15% 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 Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings have declined by 22% per year over the past 5 years. Board Change • Jun 10
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. 4 experienced directors. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Xiaoyun He was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Annuncio • Mar 28
Shanghai Lonyer Data Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025 Shanghai Lonyer Data Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025 Board Change • Mar 01
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. 6 experienced directors. 2 highly experienced directors. Independent Director Xiaoyun He was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Annuncio • Dec 27
Shanghai Lonyer Data Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2025 Shanghai Lonyer Data Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2025 Reported Earnings • Oct 31
Third quarter 2024 earnings released: CN¥0.27 loss per share (vs CN¥0.037 profit in 3Q 2023) Third quarter 2024 results: CN¥0.27 loss per share (down from CN¥0.037 profit in 3Q 2023). Revenue: CN¥236.8m (down 89% from 3Q 2023). Net loss: CN¥100.1m (down CN¥114.5m from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Oct 17
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥5.11, the stock trades at a trailing P/E ratio of 36.6x. Average trailing P/E is 12x in the Oil and Gas industry in China. Total loss to shareholders of 28% over the past three years. Annuncio • Sep 30
Shanghai Lonyer Data Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024 Shanghai Lonyer Data Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024 Reported Earnings • Aug 31
Second quarter 2024 earnings released: EPS: CN¥0 (vs CN¥0.028 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0 (down from CN¥0.028 in 2Q 2023). Revenue: CN¥380.3m (down 77% from 2Q 2023). Net loss: CN¥45.4k (down 100% from profit in 2Q 2023). Profit margin: 0% (down from 0.7% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Jul 01
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥4.75, the stock trades at a trailing P/E ratio of 33.6x. Average trailing P/E is 13x in the Oil and Gas industry in China. Total loss to shareholders of 36% over the past three years. Annuncio • Jun 28
Shanghai Lonyer Data Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024 Shanghai Lonyer Data Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024 New Risk • Jun 19
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% 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 (10% average weekly change). Minor Risk Paying a dividend despite having no free cash flows. Valuation Update With 7 Day Price Move • Jun 06
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥3.59, the stock trades at a trailing P/E ratio of 25.4x. Average trailing P/E is 14x in the Oil and Gas industry in China. Total loss to shareholders of 50% over the past three years. Annuncio • Jun 05
Shanghai Lonyer Data Co., Ltd., Annual General Meeting, Jun 24, 2024 Shanghai Lonyer Data Co., Ltd., Annual General Meeting, Jun 24, 2024, at 14:00 China Standard Time. Location: 4F, No. 630, Chengnan Road, Huinan Town, Pudong New Area, Shanghai China New Risk • May 22
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: 1.2% 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 (10.0% average weekly change). Valuation Update With 7 Day Price Move • May 09
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to CN¥7.68, the stock trades at a trailing P/E ratio of 54.3x. Average trailing P/E is 13x in the Oil and Gas industry in China. Total returns to shareholders of 8.9% over the past three years. Reported Earnings • May 01
First quarter 2024 earnings released: EPS: CN¥0.046 (vs CN¥0.075 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.046 (down from CN¥0.075 in 1Q 2023). Revenue: CN¥535.9m (down 70% from 1Q 2023). Net income: CN¥18.0m (down 38% from 1Q 2023). Profit margin: 3.4% (up from 1.6% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Apr 16
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to CN¥8.26, the stock trades at a trailing P/E ratio of 54.1x. Average trailing P/E is 13x in the Oil and Gas industry in China. Total returns to shareholders of 9.5% over the past three years. Annuncio • Mar 30
Shanghai Lonyer Data Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024 Shanghai Lonyer Data Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024 Valuation Update With 7 Day Price Move • Mar 25
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥11.54, the stock trades at a trailing P/E ratio of 75.6x. Average trailing P/E is 13x in the Oil and Gas industry in China. Total returns to shareholders of 58% over the past three years. Valuation Update With 7 Day Price Move • Feb 22
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥8.71, the stock trades at a trailing P/E ratio of 57.1x. Average trailing P/E is 12x in the Oil and Gas industry in China. Total returns to shareholders of 20% over the past three years. Valuation Update With 7 Day Price Move • Feb 01
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥8.81, the stock trades at a trailing P/E ratio of 57.7x. Average trailing P/E is 11x in the Oil and Gas industry in China. Total returns to shareholders of 27% over the past three years. Valuation Update With 7 Day Price Move • Jan 05
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to CN¥11.45, the stock trades at a trailing P/E ratio of 75x. Average trailing P/E is 12x in the Oil and Gas industry in China. Total returns to shareholders of 59% over the past three years. Annuncio • Dec 30
Shanghai Lonyer Data Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024 Shanghai Lonyer Data Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024 Reported Earnings • Nov 01
Third quarter 2023 earnings released: EPS: CN¥0.037 (vs CN¥0.012 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.037 (up from CN¥0.012 in 3Q 2022). Revenue: CN¥2.22b (down 27% from 3Q 2022). Net income: CN¥14.3m (up 217% from 3Q 2022). Profit margin: 0.6% (up from 0.1% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. New Risk • Oct 31
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Oct 23
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥10.12, the stock trades at a trailing P/E ratio of 79.5x. Average trailing P/E is 10x in the Oil and Gas industry in China. Total returns to shareholders of 30% over the past three years. Annuncio • Sep 30
Shanghai Lonyer Data Co., Ltd. to Report Q3, 2023 Results on Oct 31, 2023 Shanghai Lonyer Data Co., Ltd. announced that they will report Q3, 2023 results on Oct 31, 2023 Reported Earnings • Aug 26
Second quarter 2023 earnings released: EPS: CN¥0.028 (vs CN¥0.001 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.028 (up from CN¥0.001 in 2Q 2022). Revenue: CN¥1.65b (down 32% from 2Q 2022). Net income: CN¥10.9m (up CN¥10.5m from 2Q 2022). Profit margin: 0.7% (up from 0% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year. Reported Earnings • Apr 28
First quarter 2023 earnings released: EPS: CN¥0.075 (vs CN¥0.058 in 1Q 2022) First quarter 2023 results: EPS: CN¥0.075 (up from CN¥0.058 in 1Q 2022). Revenue: CN¥1.80b (down 18% from 1Q 2022). Net income: CN¥29.0m (up 30% from 1Q 2022). Profit margin: 1.6% (up from 1.0% in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Tongyu Zhou was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 28
Third quarter 2022 earnings released: EPS: CN¥0.012 (vs CN¥0.005 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.012 (up from CN¥0.005 in 3Q 2021). Revenue: CN¥3.03b (up 56% from 3Q 2021). Net income: CN¥4.52m (up 136% from 3Q 2021). Profit margin: 0.1% (in line with 3Q 2021). 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. Buying Opportunity • Sep 19
Now 20% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be CN¥8.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 22% over the last 3 years. Meanwhile, the company became loss making. Reported Earnings • Aug 31
Second quarter 2022 earnings released: EPS: CN¥0.001 (vs CN¥0.016 loss in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.001 (up from CN¥0.016 loss in 2Q 2021). Revenue: CN¥2.41b (up 41% from 2Q 2021). Net income: CN¥423.8k (up CN¥6.86m from 2Q 2021). Profit margin: 0% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance. Reported Earnings • Apr 28
First quarter 2022 earnings released: EPS: CN¥0.058 (vs CN¥0.042 in 1Q 2021) First quarter 2022 results: EPS: CN¥0.058 (up from CN¥0.042 in 1Q 2021). Revenue: CN¥2.20b (up 33% from 1Q 2021). Net income: CN¥22.4m (up 34% from 1Q 2021). Profit margin: 1.0% (in line with 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance. Board Change • Apr 27
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. 4 experienced directors. No highly experienced directors. No independent directors (3 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 28
Third quarter 2021 earnings released: EPS CN¥0.005 (vs CN¥0.072 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.95b (down 15% from 3Q 2020). Net income: CN¥1.91m (down 94% from 3Q 2020). Profit margin: 0.1% (down from 1.3% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 26
Second quarter 2021 earnings released: CN¥0.016 loss per share (vs CN¥0.063 profit in 2Q 2020) The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: CN¥1.71b (down 44% from 2Q 2020). Net loss: CN¥6.43m (down 125% from profit in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance. Reported Earnings • Apr 29
First quarter 2021 earnings released: EPS CN¥0.042 (vs CN¥0.093 loss in 1Q 2020) The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: CN¥1.65b (down 12% from 1Q 2020). Net income: CN¥16.8m (up CN¥55.7m from 1Q 2020). Profit margin: 1.0% (up from net loss in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance. Is New 90 Day High Low • Jan 25
New 90-day low: CN¥6.90 The company is down 10.0% from its price of CN¥7.70 on 27 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 7.0% over the same period. Is New 90 Day High Low • Dec 24
New 90-day low: CN¥7.53 The company is down 9.0% from its price of CN¥8.23 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 Oil and Gas industry, which is up 8.0% over the same period. Reported Earnings • Oct 30
Third quarter earnings released Over the last 12 months the company has reported total profits of CN¥53.6m, with earnings increasing by CN¥66.7m from the prior year. Total revenue was CN¥10.3b over the last 12 months, down 24% from the prior year. Annuncio • Oct 28
Shanghai Lonyer Fuels Co., Ltd. to Report Q3, 2020 Results on Oct 30, 2020 Shanghai Lonyer Fuels Co., Ltd. announced that they will report Q3, 2020 results on Oct 30, 2020 Is New 90 Day High Low • Oct 24
New 90-day low: CN¥7.88 The company is down 14% from its price of CN¥9.19 on 24 July 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 2.0% over the same period. Annuncio • Jul 10
Shanghai Lonyer Fuels Co., Ltd. to Report First Half, 2020 Results on Aug 28, 2020 Shanghai Lonyer Fuels Co., Ltd. announced that they will report first half, 2020 results on Aug 28, 2020