Annuncio • May 12
Shanghai Chemspec Corporation, Annual General Meeting, Jun 01, 2026 Shanghai Chemspec Corporation, Annual General Meeting, Jun 01, 2026, at 14:30 China Standard Time. Location: 1F, Building 1, No. 200, Lane 2891, Qilianshan South Road, Putuo District, Shanghai China Reported Earnings • Apr 24
First quarter 2026 earnings released: CN¥0.02 loss per share (vs CN¥0.06 profit in 1Q 2025) First quarter 2026 results: CN¥0.02 loss per share (down from CN¥0.06 profit in 1Q 2025). Revenue: CN¥149.9m (down 38% from 1Q 2025). Net loss: CN¥12.6m (down 141% from profit in 1Q 2025). Annuncio • Mar 30
Shanghai Chemspec Corporation to Report Q1, 2026 Results on Apr 24, 2026 Shanghai Chemspec Corporation announced that they will report Q1, 2026 results on Apr 24, 2026 Reported Earnings • Mar 05
Full year 2025 earnings released: CN¥0.12 loss per share (vs CN¥0.10 loss in FY 2024) Full year 2025 results: CN¥0.12 loss per share (further deteriorated from CN¥0.10 loss in FY 2024). Revenue: CN¥771.6m (up 14% from FY 2024). Net loss: CN¥60.5m (loss widened 22% from FY 2024). Annuncio • Dec 26
Shanghai Chemspec Corporation to Report Fiscal Year 2025 Results on Apr 24, 2026 Shanghai Chemspec Corporation announced that they will report fiscal year 2025 results on Apr 24, 2026 New Risk • Nov 13
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 8.3% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 51% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.3% average weekly change). Reported Earnings • Oct 31
Third quarter 2025 earnings released: CN¥0.23 loss per share (vs CN¥0.03 loss in 3Q 2024) Third quarter 2025 results: CN¥0.23 loss per share (further deteriorated from CN¥0.03 loss in 3Q 2024). Revenue: CN¥159.7m (down 13% from 3Q 2024). Net loss: CN¥35.0m (loss widened 34% from 3Q 2024). Annuncio • Sep 30
Shanghai Chemspec Corporation to Report Q3, 2025 Results on Oct 31, 2025 Shanghai Chemspec Corporation announced that they will report Q3, 2025 results on Oct 31, 2025 Board Change • Aug 29
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 3 non-independent directors. Chairman of the Supervisory Board Zhuhui Fan was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Aug 29
Second quarter 2025 earnings released: EPS: CN¥0.001 (vs CN¥0.027 loss in 2Q 2024) Second quarter 2025 results: EPS: CN¥0.001 (up from CN¥0.027 loss in 2Q 2024). Revenue: CN¥193.3m (up 12% from 2Q 2024). Net income: CN¥387.7k (up CN¥10.9m from 2Q 2024). Profit margin: 0.2% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Annuncio • Jun 30
Shanghai Chemspec Corporation to Report First Half, 2025 Results on Aug 26, 2025 Shanghai Chemspec Corporation announced that they will report first half, 2025 results on Aug 26, 2025 New Risk • May 20
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 Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 40% per year over the past 5 years. Annuncio • Apr 23
Shanghai Chemspec Corporation, Annual General Meeting, May 13, 2025 Shanghai Chemspec Corporation, Annual General Meeting, May 13, 2025, at 14:30 China Standard Time. Location: 1F, Building 1, No. 200, Lane 2891, Qilianshan South Road, Putuo District, Shanghai China Reported Earnings • Apr 19
First quarter 2025 earnings released: EPS: CN¥0.06 (vs CN¥0.04 in 1Q 2024) First quarter 2025 results: EPS: CN¥0.06 (up from CN¥0.04 in 1Q 2024). Revenue: CN¥243.2m (up 44% from 1Q 2024). Net income: CN¥30.6m (up 60% from 1Q 2024). Profit margin: 13% (up from 11% in 1Q 2024). The increase in margin was driven by higher revenue. New Risk • Apr 17
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 9.1% 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: Major Risk Earnings have declined by 24% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (9.1% average weekly change). Annuncio • Mar 28
Shanghai Chemspec Corporation to Report Q1, 2025 Results on Apr 18, 2025 Shanghai Chemspec Corporation announced that they will report Q1, 2025 results on Apr 18, 2025 Annuncio • Dec 27
Shanghai Chemspec Corporation to Report Fiscal Year 2024 Results on Apr 18, 2025 Shanghai Chemspec Corporation announced that they will report fiscal year 2024 results on Apr 18, 2025 Reported Earnings • Oct 29
Third quarter 2024 earnings released: CN¥0.03 loss per share (vs CN¥0.072 profit in 3Q 2023) Third quarter 2024 results: CN¥0.03 loss per share (down from CN¥0.072 profit in 3Q 2023). Revenue: CN¥182.8m (down 32% from 3Q 2023). Net loss: CN¥26.0m (down 172% from profit in 3Q 2023). Valuation Update With 7 Day Price Move • Oct 15
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to CN¥7.00, the stock trades at a trailing P/E ratio of 75.4x. Average trailing P/E is 31x in the Chemicals industry in China. Total loss to shareholders of 43% over the past year. New Risk • Sep 30
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 6.9% 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 Earnings have declined by 5.3% per year over the past 5 years. Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.1% net profit margin). Annuncio • Sep 30
Shanghai Chemspec Corporation to Report Q3, 2024 Results on Oct 29, 2024 Shanghai Chemspec Corporation announced that they will report Q3, 2024 results on Oct 29, 2024 Annuncio • Jun 28
Shanghai Chemspec Corporation to Report First Half, 2024 Results on Aug 20, 2024 Shanghai Chemspec Corporation announced that they will report first half, 2024 results on Aug 20, 2024 New Risk • May 20
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 9.0% 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 (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (9.0% average weekly change). Large one-off items impacting financial results. Valuation Update With 7 Day Price Move • May 20
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥9.30, the stock trades at a trailing P/E ratio of 43.8x. Average trailing P/E is 34x in the Chemicals industry in China. Annuncio • May 01
Shanghai Chemspec Corporation, Annual General Meeting, May 21, 2024 Shanghai Chemspec Corporation, Annual General Meeting, May 21, 2024, at 14:30 China Standard Time. Location: 1F, Building 1, No. 200, Lane 2891, Qilianshan South Road, Putuo District, Shanghai China New Risk • Apr 25
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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 • Apr 24
First quarter 2024 earnings released: EPS: CN¥0.04 (vs CN¥0.053 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.04 (down from CN¥0.053 in 1Q 2023). Revenue: CN¥168.6m (down 37% from 1Q 2023). Net income: CN¥19.2m (down 51% from 1Q 2023). Profit margin: 11% (down from 15% in 1Q 2023). The decrease in margin was driven by lower revenue. 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¥7.24, the stock trades at a trailing P/E ratio of 33.4x. Average trailing P/E is 28x in the Chemicals industry in China. Annuncio • Mar 30
Shanghai Chemspec Corporation to Report Q1, 2024 Results on Apr 23, 2024 Shanghai Chemspec Corporation announced that they will report Q1, 2024 results on Apr 23, 2024 Valuation Update With 7 Day Price Move • Feb 02
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥7.86, the stock trades at a trailing P/E ratio of 27.2x. Average trailing P/E is 28x in the Chemicals industry in China. Valuation Update With 7 Day Price Move • Oct 20
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥11.18, the stock trades at a trailing P/E ratio of 32.2x. Average trailing P/E is 32x in the Chemicals industry in China.