Annuncio • Apr 10
Longyan Kaolin Clay Co., Ltd., Annual General Meeting, May 08, 2026 Longyan Kaolin Clay Co., Ltd., Annual General Meeting, May 08, 2026, at 14:30 China Standard Time. Location: 10F, No. 260, Longyan Avenue, Xinluo District, Longyan, Fujian China Reported Earnings • Apr 10
Full year 2025 earnings released: EPS: CN¥0.68 (vs CN¥0.71 in FY 2024) Full year 2025 results: EPS: CN¥0.68 (down from CN¥0.71 in FY 2024). Revenue: CN¥289.1m (down 10% from FY 2024). Net income: CN¥121.3m (down 5.2% from FY 2024). Profit margin: 42% (up from 40% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Mar 30
Longyan Kaolin Clay Co., Ltd. to Report Q1, 2026 Results on Apr 23, 2026 Longyan Kaolin Clay Co., Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026 New Risk • Feb 07
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.7% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Valuation Update With 7 Day Price Move • Feb 06
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥37.35, the stock trades at a trailing P/E ratio of 59.9x. Average trailing P/E is 44x in the Basic Materials industry in China. Total returns to shareholders of 132% over the past three years. Valuation Update With 7 Day Price Move • Jan 19
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥40.75, the stock trades at a trailing P/E ratio of 65.4x. Average trailing P/E is 42x in the Basic Materials industry in China. Total returns to shareholders of 155% over the past three years. Valuation Update With 7 Day Price Move • Dec 30
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥46.46, the stock trades at a trailing P/E ratio of 74.6x. Average trailing P/E is 37x in the Basic Materials industry in China. Total returns to shareholders of 245% over the past three years. Annuncio • Dec 26
Longyan Kaolin Clay Co., Ltd. to Report Fiscal Year 2025 Results on Apr 10, 2026 Longyan Kaolin Clay Co., Ltd. announced that they will report fiscal year 2025 results on Apr 10, 2026 New Risk • Dec 16
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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.1% average weekly change). Board Change • Dec 13
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Guanhua Cai 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. Valuation Update With 7 Day Price Move • Nov 28
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥33.99, the stock trades at a trailing P/E ratio of 54.6x. Average trailing P/E is 34x in the Basic Materials industry in China. Total returns to shareholders of 128% over the past three years. Valuation Update With 7 Day Price Move • Nov 13
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥29.02, the stock trades at a trailing P/E ratio of 46.6x. Average trailing P/E is 37x in the Basic Materials industry in China. Total returns to shareholders of 105% over the past three years. Reported Earnings • Oct 23
Third quarter 2025 earnings released: EPS: CN¥0.14 (vs CN¥0.30 in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.14 (down from CN¥0.30 in 3Q 2024). Revenue: CN¥60.7m (down 39% from 3Q 2024). Net income: CN¥24.4m (down 52% from 3Q 2024). Profit margin: 40% (down from 51% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Sep 30
Longyan Kaolin Clay Co., Ltd. to Report Q3, 2025 Results on Oct 23, 2025 Longyan Kaolin Clay Co., Ltd. announced that they will report Q3, 2025 results on Oct 23, 2025 New Risk • Aug 25
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: 0.7% 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. This is currently the only risk that has been identified for the company. Reported Earnings • Aug 22
Second quarter 2025 earnings released: EPS: CN¥0.17 (vs CN¥0.11 in 2Q 2024) Second quarter 2025 results: EPS: CN¥0.17 (up from CN¥0.11 in 2Q 2024). Revenue: CN¥72.7m (up 10% from 2Q 2024). Net income: CN¥30.1m (up 46% from 2Q 2024). Profit margin: 41% (up from 31% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Jun 30
Longyan Kaolin Clay Co., Ltd. to Report First Half, 2025 Results on Aug 21, 2025 Longyan Kaolin Clay Co., Ltd. announced that they will report first half, 2025 results on Aug 21, 2025 Reported Earnings • Apr 11
Full year 2024 earnings released: EPS: CN¥0.71 (vs CN¥0.64 in FY 2023) Full year 2024 results: EPS: CN¥0.71 (up from CN¥0.64 in FY 2023). Revenue: CN¥321.4m (up 2.0% from FY 2023). Net income: CN¥128.0m (up 11% from FY 2023). Profit margin: 40% (up from 37% in FY 2023). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Apr 10
Longyan Kaolin Clay Co., Ltd., Annual General Meeting, May 06, 2025 Longyan Kaolin Clay Co., Ltd., Annual General Meeting, May 06, 2025, at 14:30 China Standard Time. Location: 10F, No. 260, Longyan Avenue, Xinluo District, Longyan, Fujian China Annuncio • Mar 28
Longyan Kaolin Clay Co., Ltd. to Report Q1, 2025 Results on Apr 23, 2025 Longyan Kaolin Clay Co., Ltd. announced that they will report Q1, 2025 results on Apr 23, 2025 Valuation Update With 7 Day Price Move • Mar 05
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to CN¥29.81, the stock trades at a trailing P/E ratio of 44.5x. Average trailing P/E is 26x in the Basic Materials industry in China. Total returns to shareholders of 118% over the past three years. Valuation Update With 7 Day Price Move • Jan 20
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥31.35, the stock trades at a trailing P/E ratio of 46.8x. Average trailing P/E is 25x in the Basic Materials industry in China. Total returns to shareholders of 98% over the past three years. New Risk • Jan 10
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 9.3% 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. Annuncio • Dec 27
Longyan Kaolin Clay Co., Ltd. to Report Fiscal Year 2024 Results on Apr 10, 2025 Longyan Kaolin Clay Co., Ltd. announced that they will report fiscal year 2024 results on Apr 10, 2025 Valuation Update With 7 Day Price Move • Dec 17
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to CN¥33.85, the stock trades at a trailing P/E ratio of 50.6x. Average trailing P/E is 27x in the Basic Materials industry in China. Total returns to shareholders of 105% over the past three years. Reported Earnings • Oct 23
Third quarter 2024 earnings released: EPS: CN¥0.30 (vs CN¥0.20 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.30 (up from CN¥0.20 in 3Q 2023). Revenue: CN¥99.4m (up 14% from 3Q 2023). Net income: CN¥50.9m (up 40% from 3Q 2023). Profit margin: 51% (up from 42% in 3Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Oct 16
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to CN¥23.33, the stock trades at a trailing P/E ratio of 39.7x. Average trailing P/E is 19x in the Basic Materials industry in China. Total returns to shareholders of 45% over the past three years. Annuncio • Sep 30
Longyan Kaolin Clay Co., Ltd. to Report Q3, 2024 Results on Oct 23, 2024 Longyan Kaolin Clay Co., Ltd. announced that they will report Q3, 2024 results on Oct 23, 2024 Valuation Update With 7 Day Price Move • Sep 20
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥17.48, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 17x in the Basic Materials industry in China. Total returns to shareholders of 5.6% over the past three years. Reported Earnings • Aug 21
Second quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.20 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.11 (down from CN¥0.20 in 2Q 2023). Revenue: CN¥66.0m (down 19% from 2Q 2023). Net income: CN¥20.6m (down 39% from 2Q 2023). Profit margin: 31% (down from 41% 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 3% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Board Change • Jul 24
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Guanhua Cai 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. Buy Or Sell Opportunity • Jul 01
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 1.6% to CN¥17.43. The fair value is estimated to be CN¥14.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years, while earnings per share has been flat. Annuncio • Jun 29
Longyan Kaolin Clay Co., Ltd. to Report First Half, 2024 Results on Aug 21, 2024 Longyan Kaolin Clay Co., Ltd. announced that they will report first half, 2024 results on Aug 21, 2024 Buy Or Sell Opportunity • Jun 28
Now 20% overvalued Over the last 90 days, the stock has fallen 2.6% to CN¥17.26. The fair value is estimated to be CN¥14.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years, while earnings per share has been flat. Valuation Update With 7 Day Price Move • Jun 13
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to CN¥17.58, the stock trades at a trailing P/E ratio of 19x. Average trailing P/E is 18x in the Basic Materials industry in China. Total loss to shareholders of 25% over the past three years. Buy Or Sell Opportunity • May 27
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 9.0% to CN¥24.12. The fair value is estimated to be CN¥19.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years, while earnings per share has been flat. Buy Or Sell Opportunity • May 07
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 63% to CN¥24.42. The fair value is estimated to be CN¥19.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years, while earnings per share has been flat. Reported Earnings • Apr 26
First quarter 2024 earnings released: EPS: CN¥0.19 (vs CN¥0.17 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.19 (up from CN¥0.17 in 1Q 2023). Revenue: CN¥66.8m (up 3.2% from 1Q 2023). Net income: CN¥24.7m (up 11% from 1Q 2023). Profit margin: 37% (up from 34% in 1Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Apr 18
Now 21% overvalued Over the last 90 days, the stock has fallen 1.3% to CN¥23.39. The fair value is estimated to be CN¥19.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years, while earnings per share has been flat. Reported Earnings • Apr 11
Full year 2023 earnings released: EPS: CN¥0.90 (vs CN¥0.80 in FY 2022) Full year 2023 results: EPS: CN¥0.90 (up from CN¥0.80 in FY 2022). Revenue: CN¥314.9m (up 13% from FY 2022). Net income: CN¥115.8m (up 13% from FY 2022). Profit margin: 37% (in line with FY 2022). Annuncio • Apr 10
Longyan Kaolin Clay Co., Ltd., Annual General Meeting, Apr 30, 2024 Longyan Kaolin Clay Co., Ltd., Annual General Meeting, Apr 30, 2024, at 14:30 China Standard Time. Location: 10F, No. 260, Longyan Avenue, Xinluo District, Longyan, Fujian China Annuncio • Mar 29
Longyan Kaolin Clay Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024 Longyan Kaolin Clay Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024 Valuation Update With 7 Day Price Move • Feb 21
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥19.14, the stock trades at a trailing P/E ratio of 22x. Average trailing P/E is 23x in the Basic Materials industry in China. Total loss to shareholders of 15% over the past year. Valuation Update With 7 Day Price Move • Feb 02
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to CN¥19.24, the stock trades at a trailing P/E ratio of 22.2x. Average trailing P/E is 23x in the Basic Materials industry in China. Total loss to shareholders of 15% over the past year. Annuncio • Dec 29
Longyan Kaolin Clay Co., Ltd. to Report Fiscal Year 2023 Results on Apr 10, 2024 Longyan Kaolin Clay Co., Ltd. announced that they will report fiscal year 2023 results on Apr 10, 2024 Valuation Update With 7 Day Price Move • Dec 27
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to CN¥27.69, the stock trades at a trailing P/E ratio of 31.9x. Average trailing P/E is 25x in the Basic Materials industry in China. Total returns to shareholders of 44% over the past year. Valuation Update With 7 Day Price Move • Nov 27
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥27.78, the stock trades at a trailing P/E ratio of 32x. Average trailing P/E is 26x in the Basic Materials industry in China. Total returns to shareholders of 33% over the past year. New Risk • Nov 14
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 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Share price has been volatile over the past 3 months (6.6% average weekly change). Valuation Update With 7 Day Price Move • Nov 06
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥25.45, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 25x in the Basic Materials industry in China. Total returns to shareholders of 31% over the past year. Reported Earnings • Oct 20
Third quarter 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.26 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.28 (up from CN¥0.26 in 3Q 2022). Revenue: CN¥86.9m (up 2.1% from 3Q 2022). Net income: CN¥36.4m (up 7.5% from 3Q 2022). Profit margin: 42% (up from 40% in 3Q 2022). The increase in margin was primarily driven by higher revenue. Reported Earnings • Aug 18
Second quarter 2023 earnings released: EPS: CN¥0.27 (vs CN¥0.18 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.27 (up from CN¥0.18 in 2Q 2022). Revenue: CN¥81.1m (up 17% from 2Q 2022). Net income: CN¥33.5m (up 47% from 2Q 2022). Profit margin: 41% (up from 33% in 2Q 2022). The increase in margin was driven by higher revenue. Annuncio • Jun 28
Longyan Kaolin Clay Co., Ltd. to Report First Half, 2023 Results on Aug 18, 2023 Longyan Kaolin Clay Co., Ltd. announced that they will report first half, 2023 results on Aug 18, 2023 Reported Earnings • Apr 23
Full year 2022 earnings released: EPS: CN¥0.80 (vs CN¥0.72 in FY 2021) Full year 2022 results: EPS: CN¥0.80 (up from CN¥0.72 in FY 2021). Revenue: CN¥278.1m (up 3.4% from FY 2021). Net income: CN¥102.9m (up 22% from FY 2021). Profit margin: 37% (up from 31% in FY 2021). The increase in margin was primarily driven by lower expenses. Valuation Update With 7 Day Price Move • Jan 17
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥22.77, the stock trades at a trailing P/E ratio of 29.6x. Average trailing P/E is 17x in the Basic Materials industry in China. Total loss to shareholders of 5.1% over the past year. Reported Earnings • Oct 21
Third quarter 2022 earnings released: EPS: CN¥0.26 (vs CN¥0.18 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.26 (up from CN¥0.18 in 3Q 2021). Revenue: CN¥85.0m (up 22% from 3Q 2021). Net income: CN¥33.8m (up 42% from 3Q 2021). Profit margin: 40% (up from 34% in 3Q 2021). The increase in margin was driven by higher revenue. Reported Earnings • Aug 18
Second quarter 2022 earnings released: EPS: CN¥0.18 (vs CN¥0.19 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.18. Revenue: CN¥69.2m (down 5.8% from 2Q 2021). Net income: CN¥22.8m (up 3.0% from 2Q 2021). Profit margin: 33% (up from 30% in 2Q 2021). The increase in margin was driven by lower expenses. Reported Earnings • Apr 27
First quarter 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.25 in 1Q 2021) First quarter 2022 results: EPS: CN¥0.21. Revenue: CN¥71.1m (up 13% from 1Q 2021). Net income: CN¥27.1m (up 14% from 1Q 2021). Profit margin: 38% (in line with 1Q 2021). Reported Earnings • Apr 20
Full year 2021 earnings released: EPS: CN¥0.72 (vs CN¥0.79 in FY 2020) Full year 2021 results: EPS: CN¥0.72. Revenue: CN¥268.9m (up 20% from FY 2020). Net income: CN¥84.5m (up 11% from FY 2020). Profit margin: 31% (down from 34% in FY 2020). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Jan 27
Investor sentiment deteriorated over the past week After last week's 24% share price decline to CN¥20.62, the stock trades at a trailing P/E ratio of 26.8x. Average trailing P/E is 19x in the Basic Materials industry in China. Reported Earnings • Oct 23
Third quarter 2021 earnings released: EPS CN¥0.18 (vs CN¥0.24 in 3Q 2020) The company reported a mediocre third quarter result with weaker profit margins, although earnings were flat and revenues improved. Third quarter 2021 results: Revenue: CN¥69.6m (up 4.3% from 3Q 2020). Net income: CN¥23.8m (flat on 3Q 2020). Profit margin: 34% (down from 35% in 3Q 2020). The decrease in margin was driven by higher expenses. Reported Earnings • Aug 25
Second quarter 2021 earnings released: EPS CN¥0.19 (vs CN¥0.19 in 2Q 2020) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥73.5m (up 41% from 2Q 2020). Net income: CN¥22.2m (up 20% from 2Q 2020). Profit margin: 30% (down from 35% in 2Q 2020). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Jul 26
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥28.12, the stock trades at a trailing P/E ratio of 30.2x. Average trailing P/E is 16x in the Basic Materials industry in China. Valuation Update With 7 Day Price Move • May 21
Investor sentiment improved over the past week After last week's 18% share price gain to CN¥32.32, the stock trades at a trailing P/E ratio of 34.8x. Average trailing P/E is 15x in the Basic Materials industry in China. Reported Earnings • May 02
First quarter 2021 earnings released: EPS CN¥0.25 (vs CN¥0.15 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥62.9m (up 38% from 1Q 2020). Net income: CN¥23.8m (up 64% from 1Q 2020). Profit margin: 38% (up from 32% in 1Q 2020). The increase in margin was driven by higher revenue.