New Risk • Jul 16
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 12% 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. Valuation Update With 7 Day Price Move • Jul 16
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to CN¥12.88, the stock trades at a trailing P/E ratio of 70.3x. Average trailing P/E is 125x in the Semiconductor industry in China. Total returns to shareholders of 89% over the past three years. Annuncio • Jun 30
Jilin Sino-Microelectronics Co., Ltd. to Report First Half, 2026 Results on Aug 26, 2026 Jilin Sino-Microelectronics Co., Ltd. announced that they will report first half, 2026 results on Aug 26, 2026 Valuation Update With 7 Day Price Move • Jun 19
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥12.40, the stock trades at a trailing P/E ratio of 67.7x. Average trailing P/E is 128x in the Semiconductor industry in China. Total returns to shareholders of 83% over the past three years. New Risk • Jun 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 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. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Jun 02
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to CN¥12.77, the stock trades at a trailing P/E ratio of 69.7x. Average trailing P/E is 102x in the Semiconductor industry in China. Total returns to shareholders of 88% over the past three years. Reported Earnings • Apr 21
First quarter 2026 earnings released: EPS: CN¥0.06 (vs CN¥0.06 in 1Q 2025) First quarter 2026 results: EPS: CN¥0.06 (in line with 1Q 2025). Revenue: CN¥666.2m (up 3.6% from 1Q 2025). Net income: CN¥57.9m (up 5.4% from 1Q 2025). Profit margin: 8.7% (up from 8.5% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Annuncio • Apr 20
Jilin Sino-Microelectronics Co., Ltd., Annual General Meeting, May 11, 2026 Jilin Sino-Microelectronics Co., Ltd., Annual General Meeting, May 11, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Jilin, Jilin China Annuncio • Mar 30
Jilin Sino-Microelectronics Co., Ltd. to Report Q1, 2026 Results on Apr 21, 2026 Jilin Sino-Microelectronics Co., Ltd. announced that they will report Q1, 2026 results on Apr 21, 2026 Annuncio • Dec 26
Jilin Sino-Microelectronics Co., Ltd. to Report Fiscal Year 2025 Results on Apr 21, 2026 Jilin Sino-Microelectronics Co., Ltd. announced that they will report fiscal year 2025 results on Apr 21, 2026 Annuncio • Sep 30
Jilin Sino-Microelectronics Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025 Jilin Sino-Microelectronics Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025 New Risk • Aug 19
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: Major Risk Interest payments are not well covered by earnings (3.0x net interest cover). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change). Annuncio • Jun 30
Jilin Sino-Microelectronics Co., Ltd. to Report First Half, 2025 Results on Aug 27, 2025 Jilin Sino-Microelectronics Co., Ltd. announced that they will report first half, 2025 results on Aug 27, 2025 New Risk • May 18
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: 0.6% 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. Annuncio • Apr 30
Jilin Sino-Microelectronics Co., Ltd., Annual General Meeting, May 20, 2025 Jilin Sino-Microelectronics Co., Ltd., Annual General Meeting, May 20, 2025, at 09:30 China Standard Time. Location: The Company's Meeting Room, Jilin, Jilin China Annuncio • Mar 28
Jilin Sino-Microelectronics Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025 Jilin Sino-Microelectronics Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025 Valuation Update With 7 Day Price Move • Mar 28
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥6.89, the stock trades at a trailing P/E ratio of 56.6x. Average trailing P/E is 67x in the Semiconductor industry in China. Total loss to shareholders of 2.4% over the past three years. Valuation Update With 7 Day Price Move • Mar 13
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥7.07, the stock trades at a trailing P/E ratio of 58x. Average trailing P/E is 69x in the Semiconductor industry in China. Total loss to shareholders of 5.9% over the past three years. Valuation Update With 7 Day Price Move • Feb 27
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to CN¥5.57, the stock trades at a trailing P/E ratio of 45.7x. Average trailing P/E is 70x in the Semiconductor industry in China. Total loss to shareholders of 33% over the past three years. Annuncio • Dec 27
Jilin Sino-Microelectronics Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2025 Jilin Sino-Microelectronics Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2025 Valuation Update With 7 Day Price Move • Nov 11
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥5.47, the stock trades at a trailing P/E ratio of 44.9x. Average trailing P/E is 68x in the Semiconductor industry in China. Total loss to shareholders of 46% over the past three years. Reported Earnings • Oct 29
Third quarter 2024 earnings released: EPS: CN¥0.04 (vs CN¥0.01 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.04 (up from CN¥0.01 in 3Q 2023). Revenue: CN¥500.1m (up 27% from 3Q 2023). Net income: CN¥34.1m (up 200% from 3Q 2023). Profit margin: 6.8% (up from 2.9% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 18% per year. Valuation Update With 7 Day Price Move • Oct 24
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥4.47, the stock trades at a trailing P/E ratio of 45.5x. Average trailing P/E is 66x in the Semiconductor industry in China. Total loss to shareholders of 45% over the past three years. Annuncio • Sep 30
Jilin Sino-Microelectronics Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024 Jilin Sino-Microelectronics Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024 Reported Earnings • Aug 20
Second quarter 2024 earnings released: EPS: CN¥0.045 (vs CN¥0.003 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.045 (up from CN¥0.003 in 2Q 2023). Revenue: CN¥583.1m (up 27% from 2Q 2023). Net income: CN¥52.0m (up CN¥47.1m from 2Q 2023). Profit margin: 8.9% (up from 1.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings. Valuation Update With 7 Day Price Move • Jul 15
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥3.33, the stock trades at a trailing P/E ratio of 67.7x. Average trailing P/E is 49x in the Semiconductor industry in China. Total loss to shareholders of 60% over the past three years. Annuncio • Jun 28
Jilin Sino-Microelectronics Co., Ltd. to Report First Half, 2024 Results on Aug 20, 2024 Jilin Sino-Microelectronics Co., Ltd. announced that they will report first half, 2024 results on Aug 20, 2024 Valuation Update With 7 Day Price Move • May 31
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to CN¥2.73, the stock trades at a trailing P/E ratio of 55.5x. Average trailing P/E is 51x in the Semiconductor industry in China. Total loss to shareholders of 63% over the past three years. Annuncio • May 23
Jilin Sino-Microelectronics Co., Ltd., Annual General Meeting, Jun 11, 2024 Jilin Sino-Microelectronics Co., Ltd., Annual General Meeting, Jun 11, 2024, at 09:30 China Standard Time. Location: The Company's Meeting Room Jilin Jilin Province China Valuation Update With 7 Day Price Move • May 16
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to CN¥3.90, the stock trades at a trailing P/E ratio of 79.3x. Average trailing P/E is 49x in the Semiconductor industry in China. Total loss to shareholders of 46% over the past three years. Reported Earnings • May 01
First quarter 2024 earnings released: EPS: CN¥0.02 (vs CN¥0.01 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.02 (up from CN¥0.01 in 1Q 2023). Revenue: CN¥496.2m (up 20% from 1Q 2023). Net income: CN¥15.6m (up 198% from 1Q 2023). Profit margin: 3.1% (up from 1.3% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Annuncio • May 01
Jilin Sino-Microelectronics Co., Ltd., Annual General Meeting, May 20, 2024 Jilin Sino-Microelectronics Co., Ltd., Annual General Meeting, May 20, 2024, at 09:30 China Standard Time. Location: The Company's Meeting Room, Jilin, Jilin China Annuncio • Mar 30
Jilin Sino-Microelectronics Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024 Jilin Sino-Microelectronics Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024 Annuncio • Dec 29
Jilin Sino-Microelectronics Co., Ltd. to Report Fiscal Year 2023 Results on Apr 30, 2024 Jilin Sino-Microelectronics Co., Ltd. announced that they will report fiscal year 2023 results on Apr 30, 2024 New Risk • Nov 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 6.4% 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 Risks Interest payments are not well covered by earnings (1.4x net interest cover). Earnings have declined by 8.8% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.5% net profit margin). Reported Earnings • Nov 01
Third quarter 2023 earnings released: EPS: CN¥0.01 (vs CN¥0.003 loss in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.01 (up from CN¥0.003 loss in 3Q 2022). Revenue: CN¥393.6m (down 19% from 3Q 2022). Net income: CN¥11.4m (up CN¥13.5m from 3Q 2022). Profit margin: 2.9% (up from net loss in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year. Reported Earnings • Aug 30
Second quarter 2023 earnings released: EPS: CN¥0.003 (vs CN¥0.012 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.003 (down from CN¥0.012 in 2Q 2022). Revenue: CN¥458.2m (down 6.8% from 2Q 2022). Net income: CN¥4.98m (down 63% from 2Q 2022). Profit margin: 1.1% (down from 2.7% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Annuncio • Jun 28
Jilin Sino-Microelectronics Co., Ltd. to Report First Half, 2023 Results on Aug 30, 2023 Jilin Sino-Microelectronics Co., Ltd. announced that they will report first half, 2023 results on Aug 30, 2023 Reported Earnings • Apr 29
First quarter 2023 earnings released: EPS: CN¥0.01 (vs CN¥0.03 in 1Q 2022) First quarter 2023 results: EPS: CN¥0.01 (down from CN¥0.03 in 1Q 2022). Revenue: CN¥413.2m (down 26% from 1Q 2022). Net income: CN¥5.21m (down 80% from 1Q 2022). Profit margin: 1.3% (down from 4.6% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Chengsheng Tong was the last independent director to join the board, commencing their role in 2020. 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: CN¥0.003 loss per share (vs CN¥0.027 profit in 3Q 2021) Third quarter 2022 results: CN¥0.003 loss per share (down from CN¥0.027 profit in 3Q 2021). Revenue: CN¥486.5m (down 20% from 3Q 2021). Net loss: CN¥2.13m (down 106% from profit in 3Q 2021). 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 6% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 26
Second quarter 2022 earnings released: EPS: CN¥0.012 (vs CN¥0.023 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.012 (down from CN¥0.023 in 2Q 2021). Revenue: CN¥491.8m (down 6.6% from 2Q 2021). Net income: CN¥13.3m (down 15% from 2Q 2021). Profit margin: 2.7% (down from 3.0% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 09
Investor sentiment improved over the past week After last week's 18% share price gain to CN¥8.68, the stock trades at a trailing P/E ratio of 63.9x. Average trailing P/E is 60x in the Semiconductor industry in China. Total returns to shareholders of 55% over the past three years. Reported Earnings • Apr 30
First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behind First quarter 2022 results: EPS: CN¥0.03 (up from CN¥0.01 in 1Q 2021). Revenue: CN¥557.0m (up 20% from 1Q 2021). Net income: CN¥25.7m (up 134% from 1Q 2021). Profit margin: 4.6% (up from 2.4% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 20%. Over the next year, revenue is forecast to grow 29%, compared to a 44% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Chengsheng Tong was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 28
Full year 2021 earnings: EPS and revenues miss analyst expectations Full year 2021 results: EPS: CN¥0.11 (up from CN¥0.04 in FY 2020). Revenue: CN¥2.21b (up 29% from FY 2020). Net income: CN¥110.1m (up 222% from FY 2020). Profit margin: 5.0% (up from 2.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 25%, compared to a 55% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Reported Earnings • Nov 01
Third quarter 2021 earnings released: EPS CN¥0.027 (vs CN¥0.001 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥608.6m (up 41% from 3Q 2020). Net income: CN¥35.0m (up CN¥34.4m from 3Q 2020). Profit margin: 5.8% (up from 0.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings. Reported Earnings • Aug 31
Second quarter 2021 earnings released: EPS CN¥0.023 (vs CN¥0.01 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥526.3m (up 28% from 2Q 2020). Net income: CN¥15.6m (up 57% from 2Q 2020). Profit margin: 3.0% (up from 2.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Reported Earnings • May 01
Full year 2020 earnings released: EPS CN¥0.04 (vs CN¥0.07 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¥1.72b (up 3.7% from FY 2019). Net income: CN¥34.2m (down 47% from FY 2019). Profit margin: 2.0% (down from 3.9% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Feb 01
New 90-day low: CN¥7.00 The company is down 6.0% from its price of CN¥7.42 on 03 November 2020. The Chinese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 13% over the same period. Is New 90 Day High Low • Dec 04
New 90-day high: CN¥9.20 The company is up 8.0% from its price of CN¥8.53 on 04 September 2020. The Chinese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 2.0% over the same period. Reported Earnings • Nov 01
Third quarter earnings released Over the last 12 months the company has reported total profits of CN¥28.6m, down 66% from the prior year. Total revenue was CN¥1.68b over the last 12 months, largely unchanged from the prior year. Annuncio • Oct 29
Jilin Sino-Microelectronics Co., Ltd. to Report Q3, 2020 Results on Oct 31, 2020 Jilin Sino-Microelectronics Co., Ltd. announced that they will report Q3, 2020 results on Oct 31, 2020 Is New 90 Day High Low • Oct 23
New 90-day low: CN¥8.04 The company is down 9.0% from its price of CN¥8.82 on 24 July 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is down 2.0% over the same period. Is New 90 Day High Low • Sep 29
New 90-day low: CN¥8.16 The company is down 6.0% from its price of CN¥8.67 on 01 July 2020. The Chinese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 2.0% over the same period. Annuncio • Jul 17
Jilin Sino-Microelectronics Co., Ltd. to Report First Half, 2020 Results on Aug 29, 2020 Jilin Sino-Microelectronics Co., Ltd. announced that they will report first half, 2020 results on Aug 29, 2020