Annuncio • Apr 28
STO Express Co.,Ltd, Annual General Meeting, May 26, 2026 STO Express Co.,Ltd, Annual General Meeting, May 26, 2026, at 15:00 China Standard Time. Location: 6F, No. 58, Chongda Road, Qingpu District, Shanghai China Reported Earnings • Apr 15
Full year 2025 earnings released: EPS: CN¥0.92 (vs CN¥0.69 in FY 2024) Full year 2025 results: EPS: CN¥0.92 (up from CN¥0.69 in FY 2024). Revenue: CN¥55.6b (up 18% from FY 2024). Net income: CN¥1.37b (up 32% from FY 2024). Profit margin: 2.5% (up from 2.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Annuncio • Mar 31
STO Express Co.,Ltd to Report Q1, 2026 Results on Apr 28, 2026 STO Express Co.,Ltd announced that they will report Q1, 2026 results on Apr 28, 2026 Valuation Update With 7 Day Price Move • Mar 30
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥15.26, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Logistics industry in China. Total returns to shareholders of 39% over the past three years. Annuncio • Dec 31
STO Express Co.,Ltd to Report Fiscal Year 2025 Results on Apr 28, 2026 STO Express Co.,Ltd announced that they will report fiscal year 2025 results on Apr 28, 2026 New Risk • Oct 28
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 43% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (43% net debt to equity). 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 (8.3% average weekly change). Reported Earnings • Oct 28
Third quarter 2025 earnings: EPS and revenues miss analyst expectations Third quarter 2025 results: EPS: CN¥0.21 (up from CN¥0.14 in 3Q 2024). Revenue: CN¥13.5b (up 14% from 3Q 2024). Net income: CN¥302.4m (up 40% from 3Q 2024). Profit margin: 2.2% (up from 1.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 38%. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Annuncio • Sep 30
STO Express Co.,Ltd to Report Q3, 2025 Results on Oct 28, 2025 STO Express Co.,Ltd announced that they will report Q3, 2025 results on Oct 28, 2025 New Risk • Sep 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 8.9% 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. Price Target Changed • Sep 02
Price target increased by 14% to CN¥17.37 Up from CN¥15.22, the current price target is an average from 11 analysts. New target price is 5.4% above last closing price of CN¥16.48. Stock is up 60% over the past year. The company is forecast to post earnings per share of CN¥0.73 for next year compared to CN¥0.69 last year. Reported Earnings • Sep 01
Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behind Second quarter 2025 results: EPS: CN¥0.14 (down from CN¥0.16 in 2Q 2024). Revenue: CN¥13.0b (up 14% from 2Q 2024). Net income: CN¥217.2m (down 12% from 2Q 2024). Profit margin: 1.7% (down from 2.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 6.3%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 20
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥19.01, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Logistics industry in China. Total returns to shareholders of 63% over the past three years. Price Target Changed • Aug 02
Price target increased by 9.0% to CN¥14.37 Up from CN¥13.18, the current price target is an average from 11 analysts. New target price is 11% below last closing price of CN¥16.20. Stock is up 84% over the past year. The company is forecast to post earnings per share of CN¥0.82 for next year compared to CN¥0.69 last year. New Risk • Jul 28
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 6.8% 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 High level of debt (40% net debt to equity). Share price has been volatile over the past 3 months (6.8% average weekly change). Valuation Update With 7 Day Price Move • Jul 26
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥15.14, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Logistics industry in China. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥28.06 per share. Valuation Update With 7 Day Price Move • Jul 11
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥12.66, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Logistics industry in China. Total returns to shareholders of 20% over the past three years. Annuncio • Jul 02
STO Express Co.,Ltd to Report First Half, 2025 Results on Aug 29, 2025 STO Express Co.,Ltd announced that they will report first half, 2025 results on Aug 29, 2025 Annuncio • May 28
STO Express Co.,Ltd Approves A Share Cash Dividend for the Year 2024, Payable on 05 June 2025 STO Express Co.,Ltd. at its AGM held on May 26, 2025, approved A share cash dividend/10 shares (tax included) of CNY 0.67000000 for the year 2024. Record date: 04 June 2025, Ex-date: 05 June 2025, Payment date: 05 June 2025. New Risk • Apr 26
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 40% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Annuncio • Apr 25
STO Express Co.,Ltd, Annual General Meeting, May 26, 2025 STO Express Co.,Ltd, Annual General Meeting, May 26, 2025, at 15:00 China Standard Time. Location: 6F, No. 58, Chongda Road, Qingpu District, Shanghai China Annuncio • Mar 31
STO Express Co.,Ltd to Report Q1, 2025 Results on Apr 25, 2025 STO Express Co.,Ltd announced that they will report Q1, 2025 results on Apr 25, 2025 Annuncio • Dec 31
STO Express Co.,Ltd to Report Fiscal Year 2024 Results on Apr 25, 2025 STO Express Co.,Ltd announced that they will report fiscal year 2024 results on Apr 25, 2025 Annuncio • Dec 22
STO Express Co.,Ltd (SZSE:002468) announces an Equity Buyback for CNY 250 million worth of its shares. STO Express Co.,Ltd (SZSE:002468) announces a share repurchase program. Under the program, the company will repurchase up to CNY 250 million worth of its shares. The shares will be purchased at a price not exceeding CNY 15 per share. The purpose of the program is to improve the company's long-term incentive mechanism, fully mobilize the enthusiasm of the employees, and jointly promote the company's long-term development. The repurchased shares will be used for employee stock ownership plans or equity incentive plans, otherwise will be cancelled if the company fails to transfer them within the time limit stipulated by relevant laws and regulations. The program will be funded from company's own funds and self-raised funds. The program will be valid for 12 months. Major Estimate Revision • Nov 06
Consensus EPS estimates increase by 12% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥46.8b to CN¥47.6b. EPS estimate increased from CN¥0.533 to CN¥0.599 per share. Net income forecast to grow 42% next year vs 30% growth forecast for Logistics industry in China. Consensus price target up from CN¥11.63 to CN¥12.43. Share price was steady at CN¥10.84 over the past week. Reported Earnings • Oct 31
Third quarter 2024 earnings: EPS exceeds analyst expectations Third quarter 2024 results: EPS: CN¥0.14 (up from CN¥0.002 in 3Q 2023). Revenue: CN¥11.9b (up 16% from 3Q 2023). Net income: CN¥215.5m (up CN¥212.8m from 3Q 2023). Profit margin: 1.8% (up from 0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 136%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Annuncio • Sep 30
STO Express Co.,Ltd to Report Q3, 2024 Results on Oct 31, 2024 STO Express Co.,Ltd announced that they will report Q3, 2024 results on Oct 31, 2024 Valuation Update With 7 Day Price Move • Sep 06
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥10.52, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 11x in the Logistics industry in China. Total returns to shareholders of 36% over the past three years. Major Estimate Revision • Sep 06
Consensus EPS estimates increase by 23%, revenue downgraded The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CN¥48.0b to CN¥47.5b. EPS estimate rose from CN¥0.433 to CN¥0.53. Net income forecast to grow 67% next year vs 32% growth forecast for Logistics industry in China. Consensus price target up from CN¥10.07 to CN¥10.88. Share price rose 16% to CN¥10.52 over the past week. Price Target Changed • Sep 04
Price target increased by 7.6% to CN¥10.84 Up from CN¥10.07, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of CN¥10.46. Stock is up 2.9% over the past year. The company is forecast to post earnings per share of CN¥0.55 for next year compared to CN¥0.23 last year. Reported Earnings • Aug 31
Second quarter 2024 earnings: EPS exceeds analyst expectations Second quarter 2024 results: EPS: CN¥0.16 (up from CN¥0.052 in 2Q 2023). Revenue: CN¥11.4b (up 11% from 2Q 2023). Net income: CN¥246.7m (up 189% from 2Q 2023). Profit margin: 2.2% (up from 0.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 89%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Annuncio • Jun 29
STO Express Co.,Ltd to Report First Half, 2024 Results on Aug 31, 2024 STO Express Co.,Ltd announced that they will report first half, 2024 results on Aug 31, 2024 Annuncio • Jun 13
STO Express Co.,Ltd Approves 2023 Final Dividend for A Shares, Payable on 19 June 2024 STO Express Co.,Ltd. approved 2023 final distribution plan to be implemented (A shares) cash dividend/10 shares tax included of CNY 0.20000000. Record date: 18 June 2024. Ex-date: 19 June 2024. Payment date: 19 June 2024. Annuncio • Apr 27
STO Express Co.,Ltd Proposes Final Cash Dividend for the Year 2023 STO Express Co.,Ltd proposed final cash dividend/10 shares (tax included) is CNY 0.20000000 for the year 2023. Annuncio • Apr 26
STO Express Co.,Ltd, Annual General Meeting, May 20, 2024 STO Express Co.,Ltd, Annual General Meeting, May 20, 2024, at 15:00 China Standard Time. Location: 6F, No. 58, Chongda Road, Qingpu District, Shanghai China Reported Earnings • Apr 25
First quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.09 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.13 (up from CN¥0.09 in 1Q 2023). Revenue: CN¥10.1b (up 16% from 1Q 2023). Net income: CN¥190.3m (up 43% from 1Q 2023). Profit margin: 1.9% (up from 1.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Annuncio • Mar 30
STO Express Co.,Ltd to Report Q1, 2024 Results on Apr 25, 2024 STO Express Co.,Ltd announced that they will report Q1, 2024 results on Apr 25, 2024 Major Estimate Revision • Mar 20
Consensus EPS estimates fall by 12% The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from CN¥0.287 to CN¥0.252 per share. Revenue forecast steady at CN¥41.0b. Net income forecast to grow 76% next year vs 33% growth forecast for Logistics industry in China. Consensus price target broadly unchanged at CN¥10.09. Share price rose 4.0% to CN¥8.93 over the past week. Valuation Update With 7 Day Price Move • Feb 09
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥7.77, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Logistics industry in China. Total loss to shareholders of 25% over the past three years. Annuncio • Dec 30
STO Express Co.,Ltd to Report Fiscal Year 2023 Results on Apr 25, 2024 STO Express Co.,Ltd announced that they will report fiscal year 2023 results on Apr 25, 2024 Reported Earnings • Nov 02
Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2023 results: EPS: CN¥0.002 (down from CN¥0.016 in 3Q 2022). Revenue: CN¥10.2b (up 12% from 3Q 2022). Net income: CN¥2.74m (down 88% from 3Q 2022). Profit margin: 0% (down from 0.2% in 3Q 2022). Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) missed analyst estimates by 91%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Major Estimate Revision • Oct 31
Consensus EPS estimates fall by 31% The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from CN¥0.36 to CN¥0.25 per share. Revenue forecast steady at CN¥41.0b. Net income forecast to grow 98% next year vs 28% growth forecast for Logistics industry in China. Consensus price target broadly unchanged at CN¥10.96. Share price fell 3.6% to CN¥9.57 over the past week. Major Estimate Revision • Sep 04
Consensus EPS estimates fall by 10%, revenue upgraded The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from CN¥40.1b to CN¥41.8b. EPS estimate fell from CN¥0.433 to CN¥0.39 per share. Net income forecast to grow 145% next year vs 31% growth forecast for Logistics industry in China. Consensus price target broadly unchanged at CN¥11.22. Share price was steady at CN¥9.95 over the past week. Reported Earnings • Aug 29
Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind Second quarter 2023 results: EPS: CN¥0.052 (up from CN¥0.051 in 2Q 2022). Revenue: CN¥10.3b (up 33% from 2Q 2022). Net income: CN¥85.4m (up 3.9% from 2Q 2022). Profit margin: 0.8% (down from 1.1% in 2Q 2022). Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) missed analyst estimates by 56%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 16% per year. Price Target Changed • Jul 18
Price target increased by 9.3% to CN¥10.78 Up from CN¥9.86, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of CN¥11.22. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of CN¥0.44 for next year compared to CN¥0.19 last year. Major Estimate Revision • May 09
Consensus EPS estimates fall by 14%, revenue upgraded The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from CN¥38.2b to CN¥39.4b. EPS estimate fell from CN¥0.419 to CN¥0.362 per share. Net income forecast to grow 84% next year vs 36% growth forecast for Logistics industry in China. Consensus price target down from CN¥10.76 to CN¥9.67. Share price was steady at CN¥10.63 over the past week. Annuncio • May 06
STO Express Co.,Ltd, Annual General Meeting, May 22, 2023 STO Express Co.,Ltd, Annual General Meeting, May 22, 2023, at 15:00 China Standard Time. Agenda: To consider 2022 annual report and its summary; to consider 2022 work report of the board of directors; to consider 2022 work report of the supervisory committee; to consider 2022 annual accounts; to consider 2022 profit distribution plan; to consider Reappointment of 2023 audit firm; to consider Investment and wealth management with idle raised funds; and to discuss other matters. Reported Earnings • Apr 29
First quarter 2023 earnings: EPS and revenues exceed analyst expectations First quarter 2023 results: EPS: CN¥0.09 (up from CN¥0.07 in 1Q 2022). Revenue: CN¥8.74b (up 22% from 1Q 2022). Net income: CN¥132.9m (up 25% from 1Q 2022). Profit margin: 1.5% (in line with 1Q 2022). Revenue exceeded analyst estimates by 9.2%. Earnings per share (EPS) also surpassed analyst estimates by 50%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Logistics industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance. Annuncio • Dec 29
STO Express Co.,Ltd Approves Executive Elections STO Express Co.,Ltd announced that it has approved the election of Yang Fang, Hao Zhenjiang and Li Lu as independent directors, at its Extraordinary General Meeting of 2022 held on 27 December 2022. Buying Opportunity • Dec 28
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 20%. The fair value is estimated to be CN¥13.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making. Board Change • Nov 16
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 Hongbo Shen was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 31
Third quarter 2022 earnings released: EPS: CN¥0.016 (vs CN¥0.056 loss in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.016 (up from CN¥0.056 loss in 3Q 2021). Revenue: CN¥9.12b (up 55% from 3Q 2021). Net income: CN¥22.3m (up CN¥113.9m from 3Q 2021). Profit margin: 0.2% (up from net loss in 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Logistics industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance. Price Target Changed • Oct 21
Price target increased to CN¥11.10 Up from CN¥10.04, the current price target is an average from 8 analysts. New target price is 21% below last closing price of CN¥14.01. Stock is up 73% over the past year. The company is forecast to post earnings per share of CN¥0.33 next year compared to a net loss per share of CN¥0.60 last year. Price Target Changed • Oct 13
Price target increased to CN¥10.18 Up from CN¥9.48, the current price target is an average from 8 analysts. New target price is 16% below last closing price of CN¥12.13. Stock is up 60% over the past year. The company is forecast to post earnings per share of CN¥0.32 next year compared to a net loss per share of CN¥0.60 last year. Price Target Changed • Sep 19
Price target increased to CN¥10.04 Up from CN¥8.89, the current price target is an average from 9 analysts. New target price is 12% below last closing price of CN¥11.46. Stock is up 49% over the past year. The company is forecast to post earnings per share of CN¥0.30 next year compared to a net loss per share of CN¥0.60 last year. Reported Earnings • Sep 02
Second quarter 2022 earnings released: EPS: CN¥0.051 (vs CN¥0.04 loss in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.051 (up from CN¥0.04 loss in 2Q 2021). Revenue: CN¥7.81b (up 36% from 2Q 2021). Net income: CN¥82.2m (up CN¥139.0m from 2Q 2021). Profit margin: 1.1% (up from net loss in 2Q 2021). Over the next year, revenue is forecast to grow 13%, compared to a 24% growth forecast for the Logistics industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance. Price Target Changed • Jun 24
Price target increased to CN¥9.63 Up from CN¥8.89, the current price target is an average from 7 analysts. New target price is 16% below last closing price of CN¥11.49. Stock is up 50% over the past year. The company is forecast to post earnings per share of CN¥0.28 next year compared to a net loss per share of CN¥0.60 last year. Board Change • May 30
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 Hongbo Shen was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annuncio • May 07
STO Express Co., Ltd., Annual General Meeting, May 27, 2022 STO Express Co., Ltd., Annual General Meeting, May 27, 2022, at 15:00 China Standard Time. Agenda: To consider 2021 annual report and its summary; to consider 2021 work report of the board of directors; to consider 2021 work report of the supervisory committee; to consider 2021 annual accounts; to consider 2021 profit distribution plan; to consider the reappointment of 2022 audit firm; to consider an investment and wealth management with idle funds; to consider 2021 write-off of bad debts and provision for impairment of assets; to consider the purchase of liability insurance for directors, supervisors and senior managers. Reported Earnings • May 02
First quarter 2022 earnings: EPS and revenues exceed analyst expectations First quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.06 loss in 1Q 2021). Revenue: CN¥7.15b (up 36% from 1Q 2021). Net income: CN¥106.4m (up CN¥195.9m from 1Q 2021). Profit margin: 1.5% (up from net loss in 1Q 2021). Revenue exceeded analyst estimates by 8.6%. Earnings per share (EPS) also surpassed analyst estimates by 250%. Over the next year, revenue is forecast to grow 24%, compared to a 25% growth forecast for the industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance. Price Target Changed • Apr 27
Price target increased to CN¥8.47 Up from CN¥7.71, the current price target is an average from 6 analysts. New target price is 6.7% above last closing price of CN¥7.94. Stock is down 6.9% over the past year. The company is forecast to post earnings per share of CN¥0.14 next year compared to a net loss per share of CN¥0.60 last year. Price Target Changed • Apr 21
Price target increased to CN¥8.47 Up from CN¥7.71, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of CN¥8.41. Stock is down 0.7% over the past year. The company is forecast to post earnings per share of CN¥0.13 next year compared to a net loss per share of CN¥0.60 last year. Reported Earnings • Apr 17
Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2021 results: CN¥0.60 loss per share (down from CN¥0.02 profit in FY 2020). Revenue: CN¥25.3b (up 17% from FY 2020). Net loss: CN¥909.0m (down CN¥945.3m from profit in FY 2020). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 256%. Over the next year, revenue is forecast to grow 14%, compared to a 28% growth forecast for the industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance. Reported Earnings • Oct 31
Third quarter 2021 earnings released: CN¥0.056 loss per share (vs CN¥0.04 loss in 3Q 2020) The company reported a soft third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: CN¥5.89b (up 8.1% from 3Q 2020). Net loss: CN¥91.6m (loss widened 40% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 30
Second quarter 2021 earnings released: CN¥0.04 loss per share (vs CN¥0.009 profit in 2Q 2020) The company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: CN¥5.76b (up 1.2% from 2Q 2020). Net loss: CN¥56.8m (down CN¥69.1m 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 46 percentage points per year, which is a significant difference in performance. Price Target Changed • Aug 03
Price target decreased to CN¥7.87 Down from CN¥8.69, the current price target is an average from 10 analysts. New target price is 16% above last closing price of CN¥6.77. Stock is down 59% over the past year. Price Target Changed • Jun 23
Price target decreased to CN¥8.90 Down from CN¥9.76, the current price target is an average from 10 analysts. New target price is 16% above last closing price of CN¥7.66. Stock is down 54% over the past year. Annuncio • Apr 30
STO Express Co.,Ltd. Proposes Final Dividend for the Year 2020 STO Express Co.,Ltd. proposed final cash dividend CNY 0.00 per 10 shares (tax included) for the year 2020. Major Estimate Revision • Apr 21
Consensus EPS estimates fall to CN¥0.25 The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from CN¥26.0b to CN¥25.7b. EPS estimate also fell from CN¥0.29 to CN¥0.25. Net income forecast to grow 1,047% next year vs 25% growth forecast for Logistics industry in China. Consensus price target down from CN¥10.71 to CN¥9.90. Share price fell 4.8% to CN¥8.55 over the past week. Reported Earnings • Apr 17
Full year 2020 earnings released: EPS CN¥0.02 (vs CN¥0.92 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥21.6b (down 6.6% from FY 2019). Net income: CN¥37.0m (down 97% from FY 2019). Profit margin: 0.2% (down from 6.1% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings. Price Target Changed • Mar 02
Price target lowered to CN¥10.99 Down from CN¥11.93, the current price target is an average from 10 analysts. The new target price is 6.8% above the current share price of CN¥10.29. As of last close, the stock is down 47% over the past year. Major Estimate Revision • Feb 11
Analysts lower EPS estimates to CN¥0.17 The 2020 consensus revenue estimate was lowered from CN¥22.7b to CN¥22.4b. Earning per share (EPS) estimate was also lowered from CN¥0.22 to CN¥0.17 for the same period. Net income is expected to grow by 91% next year compared to 30% growth forecast for the Logistics industry in China. The consensus price target was lowered from CN¥12.64 to CN¥11.93. Share price is up 7.6% to CN¥10.32 over the past week. Annuncio • Feb 03
STO Express Co.,Ltd. Announces Board Appointments STO Express Co.,Ltd. at its Extraordinary General Meeting of 2021 held on February 1, 2021 approved the appointment of Wang Wenbin, Shentu Junsheng and Han Yongyan as non-independent directors. Price Target Changed • Feb 03
Price target lowered to CN¥12.64 Down from CN¥13.69, the current price target is an average from 10 analysts. The new target price is 33% above the current share price of CN¥9.49. As of last close, the stock is down 50% over the past year. Is New 90 Day High Low • Jan 22
New 90-day low: CN¥9.20 The company is down 39% from its price of CN¥15.10 on 23 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.74 per share. Is New 90 Day High Low • Dec 28
New 90-day low: CN¥9.95 The company is down 35% from its price of CN¥15.22 on 29 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.70 per share. Is New 90 Day High Low • Dec 07
New 90-day low: CN¥12.67 The company is down 20% from its price of CN¥15.87 on 08 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥75.90 per share. Is New 90 Day High Low • Nov 17
New 90-day low: CN¥12.73 The company is down 23% from its price of CN¥16.58 on 19 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥45.07 per share. Major Estimate Revision • Nov 03
Analysts lower EPS estimates to CN¥0.13 The 2020 consensus revenue estimate was lowered from CN¥23.7b to CN¥22.5b. Earning per share (EPS) estimate was also lowered from CN¥0.39 to CN¥0.13 for the same period. Net income is expected to shrink by 11% next year compared to 25% growth forecast for the Logistics industry in China . The consensus price target was lowered from CN¥14.67 to CN¥14.52. Share price is down by 5.9% to CN¥14.14 over the past week. Is New 90 Day High Low • Oct 28
New 90-day low: CN¥14.61 The company is down 11% from its price of CN¥16.43 on 30 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥46.63 per share. Major Estimate Revision • Oct 16
Analysts lower EPS estimates to CN¥0.41 The 2020 consensus revenue estimate was lowered from CN¥24.1b to CN¥23.8b. Earning per share (EPS) estimate was also lowered from CN¥0.49 to CN¥0.41 for the same period. Net income is expected to grow by 55% next year compared to 28% growth forecast for the Logistics industry in China. The consensus price target was lowered from CN¥15.61 to CN¥14.68. Share price stayed mostly flat at CN¥15.37 over the past week. Annuncio • Aug 12
STO Express Co.,Ltd. to Report First Half, 2020 Results on Aug 28, 2020 STO Express Co.,Ltd. announced that they will report first half, 2020 results on Aug 28, 2020