Annuncio • Apr 28
Shanghai Skychem Technology Co., Ltd., Annual General Meeting, May 20, 2026 Shanghai Skychem Technology Co., Ltd., Annual General Meeting, May 20, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shanghai China Reported Earnings • Apr 28
Full year 2025 earnings released: EPS: CN¥0.69 (vs CN¥0.60 in FY 2024) Full year 2025 results: EPS: CN¥0.69 (up from CN¥0.60 in FY 2024). Revenue: CN¥471.0m (up 24% from FY 2024). Net income: CN¥86.7m (up 16% from FY 2024). Profit margin: 18% (down from 20% in FY 2024). The decrease in margin was driven by higher expenses. Annuncio • Mar 30
Shanghai Skychem Technology Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026 Shanghai Skychem Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026 New Risk • Mar 24
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. This is currently the only risk that has been identified for the company. Reported Earnings • Mar 05
Full year 2025 earnings released: EPS: CN¥0.67 (vs CN¥0.60 in FY 2024) Full year 2025 results: EPS: CN¥0.67 (up from CN¥0.60 in FY 2024). Revenue: CN¥471.0m (up 24% from FY 2024). Net income: CN¥83.6m (up 12% from FY 2024). Profit margin: 18% (down from 20% in FY 2024). The decrease in margin was driven by higher expenses. New Risk • Jan 14
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 9.5% 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 Risks Share price has been highly volatile over the past 3 months (9.5% average weekly change). High level of non-cash earnings (44% accrual ratio). Annuncio • Dec 26
Shanghai Skychem Technology Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026 Shanghai Skychem Technology Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026 Reported Earnings • Oct 31
Third quarter 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.16 in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.19 (up from CN¥0.16 in 3Q 2024). Revenue: CN¥120.9m (up 20% from 3Q 2024). Net income: CN¥23.3m (up 14% from 3Q 2024). Profit margin: 19% (down from 20% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Annuncio • Sep 30
Shanghai Skychem Technology Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025 Shanghai Skychem Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025 Reported Earnings • Aug 22
Second quarter 2025 earnings released: EPS: CN¥0.14 (vs CN¥0.15 in 2Q 2024) Second quarter 2025 results: EPS: CN¥0.14 (down from CN¥0.15 in 2Q 2024). Revenue: CN¥111.6m (up 20% from 2Q 2024). Net income: CN¥17.8m (down 5.1% from 2Q 2024). Profit margin: 16% (down from 20% in 2Q 2024). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Chemicals industry in China. New Risk • Jul 29
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. This is currently the only risk that has been identified for the company. Annuncio • Jun 30
Guangdong Skychem Technology Co., Ltd. to Report First Half, 2025 Results on Aug 20, 2025 Guangdong Skychem Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 20, 2025 Valuation Update With 7 Day Price Move • Jun 12
Investor sentiment deteriorates as stock falls 34% After last week's 34% share price decline to CN¥43.95, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 21x in the Chemicals industry in China. Total returns to shareholders of 12% over the past year. Declared Dividend • Jun 11
Dividend of CN¥0.30 announced Shareholders will receive a dividend of CN¥0.30. Ex-date: 13th June 2025 Payment date: 13th June 2025 Dividend yield will be 0.5%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (85% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 47% over the next year, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Apr 11
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: EPS: CN¥0.89 (up from CN¥0.79 in FY 2023). Revenue: CN¥380.7m (up 12% from FY 2023). Net income: CN¥74.7m (up 28% from FY 2023). Profit margin: 20% (up from 17% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.2%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Chemicals industry in China. Annuncio • Apr 10
Guangdong Skychem Technology Co., Ltd., Annual General Meeting, Apr 30, 2025 Guangdong Skychem Technology Co., Ltd., Annual General Meeting, Apr 30, 2025, at 14:00 China Standard Time. Location: Room 806, Building L2-B, Hongqiao World Center, Lane 1588, Zhuguang Road, Qingpu District, Shanghai China New Risk • Apr 07
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. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to CN¥56.79, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 21x in the Chemicals industry in China. Total returns to shareholders of 87% over the past year. Annuncio • Mar 28
Guangdong Skychem Technology Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025 Guangdong Skychem Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025 Annuncio • Dec 27
Guangdong Skychem Technology Co., Ltd. to Report Fiscal Year 2024 Results on Apr 10, 2025 Guangdong Skychem Technology Co., Ltd. announced that they will report fiscal year 2024 results on Apr 10, 2025 Reported Earnings • Oct 30
Third quarter 2024 earnings released: EPS: CN¥0.35 (vs CN¥0.29 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.35 (up from CN¥0.29 in 3Q 2023). Revenue: CN¥100.3m (up 15% from 3Q 2023). Net income: CN¥20.5m (up 32% from 3Q 2023). Profit margin: 20% (up from 18% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Annuncio • Sep 30
Guangdong Skychem Technology Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024 Guangdong Skychem Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024 Valuation Update With 7 Day Price Move • Sep 30
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to CN¥73.74, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 2.0% over the past year. Reported Earnings • Aug 29
Second quarter 2024 earnings released: EPS: CN¥0.32 (vs CN¥0.34 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.32. Revenue: CN¥92.7m (up 9.5% from 2Q 2023). Net income: CN¥18.7m (up 27% from 2Q 2023). Profit margin: 20% (up from 17% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Annuncio • Jun 28
Guangdong Skychem Technology Co., Ltd. to Report First Half, 2024 Results on Aug 21, 2024 Guangdong Skychem Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 21, 2024 Annuncio • Jun 25
Wuhan Subo New Building Materials Co., Ltd. completed the acquisition of Hubei Skychem Technology Co., Ltd. from Guangdong Skychem Technology Co., Ltd. (SHSE:688603). Wuhan Subo New Building Materials Co., Ltd. agreed to acquire Hubei Skychem Technology Co., Ltd. from Guangdong Skychem Technology Co., Ltd. (SHSE:688603) for CNY 26.6 million on April 17, 2024. A cash consideration of CNY 26.6 million will be paid by Wuhan Subo New Building Materials Co., Ltd. The transaction is subject to approval of merger agreement by target board. The deal has been approved by the board of Guangdong Skychem Technology.Wuhan Subo New Building Materials Co., Ltd. completed the acquisition of Hubei Skychem Technology Co., Ltd. from Guangdong Skychem Technology Co., Ltd. (SHSE:688603) on June 24, 2024. Valuation Update With 7 Day Price Move • Jun 13
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to CN¥57.20, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 16x in the Chemicals industry in China. Valuation Update With 7 Day Price Move • May 17
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥54.25, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 18x in the Chemicals industry in China. Reported Earnings • Apr 30
First quarter 2024 earnings released: EPS: CN¥0.31 (vs CN¥0.26 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.31 (up from CN¥0.26 in 1Q 2023). Revenue: CN¥80.1m (up 6.2% from 1Q 2023). Net income: CN¥17.9m (up 58% from 1Q 2023). Profit margin: 22% (up from 15% in 1Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. New Risk • Apr 23
New minor risk - Dividend sustainability The company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 0.8% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. 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 Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (13% average weekly change). Annuncio • Apr 20
Guangdong Skychem Technology Co., Ltd., Annual General Meeting, May 09, 2024 Guangdong Skychem Technology Co., Ltd., Annual General Meeting, May 09, 2024, at 14:00 China Standard Time. Location: Building L2-B, Hongqiao World Center, Lane 1588, Zhuguang Road, Qingpu District, Shanghai China Reported Earnings • Apr 19
Full year 2023 earnings: EPS and revenues miss analyst expectations Full year 2023 results: EPS: CN¥1.15. Revenue: CN¥338.9m (down 9.5% from FY 2022). Net income: CN¥58.6m (up 7.2% from FY 2022). Profit margin: 17% (up from 15% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates by 4.2%. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Valuation Update With 7 Day Price Move • Apr 16
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to CN¥37.28, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 15x in the Chemicals industry in China. Annuncio • Mar 29
Guangdong Skychem Technology Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024 Guangdong Skychem Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024 Valuation Update With 7 Day Price Move • Mar 27
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥45.11, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 15x in the Chemicals industry in China. New Risk • Mar 26
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 11% 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. This is currently the only risk that has been identified for the company. Buy Or Sell Opportunity • Feb 20
Now 23% overvalued Over the last 90 days, the stock has fallen 47% to CN¥45.57. The fair value is estimated to be CN¥37.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has grown by 7.5%. Revenue is forecast to grow by 78% in 2 years. Earnings are forecast to grow by 124% in the next 2 years. Annuncio • Feb 02
Guangdong Skychem Technology Co., Ltd. (SHSE:688603) announces an Equity Buyback for CNY 50 million worth of its shares. Guangdong Skychem Technology Co., Ltd. (SHSE:688603) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million worth of its shares. The repurchase price is not more than CNY 75 per share. The shares repurchased will be used for employee stock ownership plans or equity incentives. The repurchases will be funded using company's own or self-raised funds. The program is valid for 12 months. Valuation Update With 7 Day Price Move • Feb 01
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to CN¥43.53, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 13x in the Chemicals industry in China. Valuation Update With 7 Day Price Move • Sep 18
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥68.92, the stock trades at a trailing P/E ratio of 73.9x. Average trailing P/E is 34x in the Chemicals industry in China. Annuncio • Jul 14
Guangdong Skychem Technology Co., Ltd. to Report First Half, 2023 Results on Aug 31, 2023 Guangdong Skychem Technology Co., Ltd. announced that they will report first half, 2023 results on Aug 31, 2023 