Valuation Update With 7 Day Price Move • Aug 06
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥16.38, the stock trades at a trailing P/E ratio of 25.2x. Average forward P/E is 12x in the Logistics industry in China. Total returns to shareholders of 22% over the past three years. Valuation Update With 7 Day Price Move • Jul 21
Investor sentiment deteriorates as stock falls 33% After last week's 33% share price decline to CN¥17.62, the stock trades at a trailing P/E ratio of 27.1x. Average forward P/E is 11x in the Logistics industry in China. Total returns to shareholders of 25% over the past three years. Valuation Update With 7 Day Price Move • Jul 07
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to CN¥29.50, the stock trades at a trailing P/E ratio of 45.5x. Average forward P/E is 13x in the Logistics industry in China. Total returns to shareholders of 110% over the past three years. Annuncio • Jun 30
Hichain Logistics Co.,Ltd. to Report First Half, 2026 Results on Aug 26, 2026 Hichain Logistics Co.,Ltd. announced that they will report first half, 2026 results on Aug 26, 2026 New Risk • Jun 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 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: Major Risk Earnings have declined by 3.9% per year over the past 5 years. 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 (9.0% average weekly change). Profit margins are more than 30% lower than last year (11% net profit margin). Buy Or Sell Opportunity • Jun 29
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 31% to CN¥28.14. The fair value is estimated to be CN¥22.76, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.1%. Valuation Update With 7 Day Price Move • Jun 18
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥26.68, the stock trades at a trailing P/E ratio of 29.4x. Average forward P/E is 11x in the Logistics industry in China. Total returns to shareholders of 42% over the past three years. Valuation Update With 7 Day Price Move • May 25
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥23.51, the stock trades at a trailing P/E ratio of 25.9x. Average forward P/E is 11x in the Logistics industry in China. Total returns to shareholders of 16% over the past three years. New Risk • Apr 27
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: 1.5% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.9% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (11% net profit margin). Reported Earnings • Apr 23
First quarter 2026 earnings released: EPS: CN¥0.005 (vs CN¥0.26 in 1Q 2025) First quarter 2026 results: EPS: CN¥0.005 (down from CN¥0.26 in 1Q 2025). Revenue: CN¥454.7m (up 13% from 1Q 2025). Net income: CN¥1.23m (down 98% from 1Q 2025). Profit margin: 0.3% (down from 14% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 4% per year. Annuncio • Apr 23
Hichain Logistics Co.,Ltd., Annual General Meeting, May 15, 2026 Hichain Logistics Co.,Ltd., Annual General Meeting, May 15, 2026, at 14:30 China Standard Time. Location: 13F, Qianhai Sinlikon Center, Nanshan District, Shenzhen, Guangdong China Board Change • Apr 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 3 highly experienced directors. Supervisor Wei Wang was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Annuncio • Mar 31
Hichain Logistics Co.,Ltd. to Report Q1, 2026 Results on Apr 23, 2026 Hichain Logistics Co.,Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026 Annuncio • Dec 31
Hichain Logistics Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026 Hichain Logistics Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026 Reported Earnings • Oct 23
Third quarter 2025 earnings released: EPS: CN¥0.33 (vs CN¥0.30 in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.33 (up from CN¥0.30 in 3Q 2024). Revenue: CN¥502.3m (up 16% from 3Q 2024). Net income: CN¥74.3m (up 9.2% from 3Q 2024). Profit margin: 15% (in line with 3Q 2024). Revenue is forecast to grow 9.6% 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 fallen by 12% 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 • Sep 30
Hichain Logistics Co.,Ltd. to Report Q3, 2025 Results on Oct 23, 2025 Hichain Logistics Co.,Ltd. announced that they will report Q3, 2025 results on Oct 23, 2025 Reported Earnings • Aug 31
Second quarter 2025 earnings released: EPS: CN¥0.31 (vs CN¥0.41 in 2Q 2024) Second quarter 2025 results: EPS: CN¥0.31 (down from CN¥0.41 in 2Q 2024). Revenue: CN¥471.6m (up 15% from 2Q 2024). Net income: CN¥72.5m (down 22% from 2Q 2024). Profit margin: 15% (down from 23% in 2Q 2024). Revenue is forecast to grow 10% 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 fallen by 14% per year whereas the company’s share price has fallen by 13% per year. Annuncio • Jul 02
Hichain Logistics Co.,Ltd. to Report First Half, 2025 Results on Aug 26, 2025 Hichain Logistics Co.,Ltd. announced that they will report first half, 2025 results on Aug 26, 2025 Annuncio • Jun 06
Hichain Logistics Co.,Ltd., Annual General Meeting, Jun 27, 2025 Hichain Logistics Co.,Ltd., Annual General Meeting, Jun 27, 2025, at 14:30 China Standard Time. Location: 13F, Qianhai Sinlikon Center, Nanshan District, Shenzhen, Guangdong China New Risk • May 15
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 Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Large one-off items impacting financial results. Reported Earnings • Apr 23
Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2024 results: EPS: CN¥1.29 (up from CN¥1.23 in FY 2023). Revenue: CN¥1.65b (down 9.7% from FY 2023). Net income: CN¥293.4m (up 4.4% from FY 2023). Profit margin: 18% (up from 15% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 4.2%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Annuncio • Apr 22
Hichain Logistics Co.,Ltd. Proposes Final Cash Dividend for the Year 2024 Hichain Logistics Co.,Ltd. proposed final cash dividend of CNY 4.00000000 per 10 shares (tax included) for the year 2024. 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 9.4% 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: Minor Risks Share price has been volatile over the past 3 months (9.4% average weekly change). Large one-off items impacting financial results. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to CN¥17.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Logistics industry in China. Total loss to shareholders of 39% over the past three years. Annuncio • Mar 31
Hichain Logistics Co.,Ltd. to Report Q1, 2025 Results on Apr 25, 2025 Hichain Logistics Co.,Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025 Valuation Update With 7 Day Price Move • Feb 24
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to CN¥22.10, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Logistics industry in China. Total loss to shareholders of 32% over the past three years. Annuncio • Dec 31
Hichain Logistics Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 19, 2025 Hichain Logistics Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 19, 2025 Reported Earnings • Oct 25
Third quarter 2024 earnings released: EPS: CN¥0.30 (vs CN¥0.31 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.30 (down from CN¥0.31 in 3Q 2023). Revenue: CN¥434.1m (down 5.8% from 3Q 2023). Net income: CN¥68.0m (down 4.9% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 13% per year. Annuncio • Sep 30
Hichain Logistics Co.,Ltd. to Report Q3, 2024 Results on Oct 25, 2024 Hichain Logistics Co.,Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024 Valuation Update With 7 Day Price Move • Sep 30
Investor sentiment improves as stock rises 28% After last week's 28% share price gain to CN¥17.37, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Logistics industry in China. Total loss to shareholders of 40% over the past three years. New Risk • Sep 17
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 49% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Large one-off items impacting financial results. Reported Earnings • Aug 28
Second quarter 2024 earnings released: EPS: CN¥0.41 (vs CN¥0.51 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.41 (down from CN¥0.51 in 2Q 2023). Revenue: CN¥409.5m (down 8.2% from 2Q 2023). Net income: CN¥93.0m (down 19% from 2Q 2023). Profit margin: 23% (down from 26% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings. Declared Dividend • Jul 05
Dividend of CN¥0.40 announced Shareholders will receive a dividend of CN¥0.40. Ex-date: 10th July 2024 Payment date: 10th July 2024 Dividend yield will be 2.8%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 62% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 26% over the next year, which should provide support to the dividend and adequate earnings cover. Annuncio • Jun 29
Hichain Logistics Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024 Hichain Logistics Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024 Major Estimate Revision • May 02
Consensus EPS estimates fall by 13% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from CN¥1.74 to CN¥1.52 per share. Revenue forecast steady at CN¥2.38b. Net income forecast to grow 36% next year vs 42% growth forecast for Logistics industry in China. Consensus price target down from CN¥27.81 to CN¥25.10. Share price was steady at CN¥16.74 over the past week. Annuncio • Apr 23
Hichain Logistics Co.,Ltd., Annual General Meeting, May 15, 2024 Hichain Logistics Co.,Ltd., Annual General Meeting, May 15, 2024, at 14:30 China Standard Time. Location: 13F, Qianhai Sinlikon Center, Nanshan District, Shenzhen, Guangdong China Reported Earnings • Apr 22
Full year 2023 earnings: EPS and revenues miss analyst expectations Full year 2023 results: EPS: CN¥1.23 (down from CN¥1.68 in FY 2022). Revenue: CN¥1.83b (up 1.6% from FY 2022). Net income: CN¥281.1m (down 22% from FY 2022). Profit margin: 15% (down from 20% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 7.5%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 23% p.a. on average during the next 2 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 4% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Annuncio • Mar 30
Hichain Logistics Co.,Ltd. to Report Q1, 2024 Results on Apr 26, 2024 Hichain Logistics Co.,Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024 Valuation Update With 7 Day Price Move • Feb 01
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥15.84, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Logistics industry in China. Total loss to shareholders of 36% over the past three years. Annuncio • Dec 30
Hichain Logistics Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 22, 2024 Hichain Logistics Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 22, 2024 Price Target Changed • Oct 26
Price target increased by 20% to CN¥26.61 Up from CN¥22.09, the current price target is provided by 1 analyst. New target price is 20% above last closing price of CN¥22.11. Stock is down 19% over the past year. The company is forecast to post earnings per share of CN¥1.50 for next year compared to CN¥1.68 last year. Reported Earnings • Oct 25
Third quarter 2023 earnings released Third quarter 2023 results: EPS: CN¥0.31. Revenue: CN¥460.7m (up 1.3% from 3Q 2022). Net income: CN¥71.5m (down 24% from 3Q 2022). Profit margin: 16% (down from 21% in 3Q 2022). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Logistics industry in China. New Risk • Oct 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 6.0% 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: Major Risk High level of non-cash earnings (33% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.0% average weekly change). Shareholders have been diluted in the past year (8.0% increase in shares outstanding). Valuation Update With 7 Day Price Move • Oct 18
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to CN¥22.24, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Logistics industry in China. Total loss to shareholders of 38% over the past three years. Annuncio • Sep 30
Hichain Logistics Co.,Ltd. to Report Q3, 2023 Results on Oct 25, 2023 Hichain Logistics Co.,Ltd. announced that they will report Q3, 2023 results on Oct 25, 2023 Reported Earnings • Aug 26
Second quarter 2023 earnings released: EPS: CN¥0.51 (vs CN¥0.68 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.51 (down from CN¥0.68 in 2Q 2022). Revenue: CN¥445.9m (down 10.0% from 2Q 2022). Net income: CN¥115.0m (down 20% from 2Q 2022). Profit margin: 26% (down from 29% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 26% 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 increased by 15% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings. Board Change • Aug 22
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Yuangui Yang was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Annuncio • Jun 22
Hichain Logistics Co.,Ltd. Announces Final Cash Dividend on A Shares for the Year 2022, Payable on 29 June 2023 Hichain Logistics Co.,Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 3.50000000. Record date: 28 June 2023. Ex-date: 29 June 2023. Payment date: 29 June 2023. Annuncio • May 18
Hichain Logistics Co.,Ltd. Approves Cash Dividend for 2022 Hichain Logistics Co.,Ltd. approved Cash dividend/10 shares (tax included) of CNY3.50000000 for 2022, at its Annual General Meeting of 2022 on 16 May 2023. Reported Earnings • Apr 23
First quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.43 in 1Q 2022) First quarter 2023 results: EPS: CN¥0.26 (down from CN¥0.43 in 1Q 2022). Revenue: CN¥448.5m (up 25% from 1Q 2022). Net income: CN¥59.2m (down 35% from 1Q 2022). Profit margin: 13% (down from 25% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Logistics industry in China. Buying Opportunity • Apr 20
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 9.5%. The fair value is estimated to be CN¥32.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 76% in 2 years. Earnings is forecast to grow by 52% in the next 2 years. Buying Opportunity • Jan 06
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 9.3%. The fair value is estimated to be CN¥33.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 65% in 2 years. Earnings is forecast to grow by 39% in the next 2 years. Buying Opportunity • Dec 09
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 12%. The fair value is estimated to be CN¥36.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 56% in 2 years. Earnings is forecast to grow by 28% in the next 2 years. Board Change • Nov 16
High number of new and inexperienced directors There are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 1 experienced director. No highly experienced directors. Supervisor Liang Chang is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Reported Earnings • Oct 25
Third quarter 2022 earnings released Third quarter 2022 results: Revenue: CN¥454.8m (up 20% from 3Q 2021). Net income: CN¥94.6m (up 18% from 3Q 2021). Profit margin: 21% (in line with 3Q 2021). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Logistics industry in China. Buying Opportunity • Oct 25
Now 26% undervalued Over the last 90 days, the stock is up 11%. The fair value is estimated to be CN¥37.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last year. Earnings per share has grown by 38%. Revenue is forecast to grow by 57% in 2 years. Earnings is forecast to grow by 31% in the next 2 years. Valuation Update With 7 Day Price Move • Oct 17
Investor sentiment improved over the past week After last week's 15% share price gain to CN¥32.70, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Logistics industry in China. Total returns to shareholders of 6.3% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥37.45 per share. Buying Opportunity • Sep 06
Now 20% undervalued Over the last 90 days, the stock is up 26%. The fair value is estimated to be CN¥41.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last year. Earnings per share has grown by 56%. Revenue is forecast to grow by 57% in 2 years. Earnings is forecast to grow by 31% in the next 2 years. Major Estimate Revision • Sep 01
Consensus EPS estimates increase by 17% The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from CN¥1.81b to CN¥1.91b. EPS estimate increased from CN¥1.62 to CN¥1.89 per share. Net income forecast to grow 17% next year vs 29% growth forecast for Logistics industry in China. Consensus price target up from CN¥27.00 to CN¥41.32. Share price rose 13% to CN¥34.50 over the past week. Reported Earnings • Aug 26
Second quarter 2022 earnings released: EPS: CN¥1.35 (vs CN¥0.48 in 2Q 2021) Second quarter 2022 results: EPS: CN¥1.35 (up from CN¥0.48 in 2Q 2021). Revenue: CN¥495.7m (up 40% from 2Q 2021). Net income: CN¥143.7m (up 39% from 2Q 2021). Profit margin: 29% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 22%, compared to a 23% growth forecast for the Logistics industry in China. Valuation Update With 7 Day Price Move • Aug 11
Investor sentiment improved over the past week After last week's 21% share price gain to CN¥28.80, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Logistics industry in China. Negligible returns to shareholders over past year. Annuncio • May 17
Hichain Logistics Co.,Ltd. Announces Management Appointments Hichain Logistics Co.,Ltd. announced at the EGM held on May 12, 2022 that the company approved Election and nomination of non-independent directors as Liang Zhirui, Li Jiaqing, Yao Peiqin; independent directors as Jonathan Jun Yan, Zuo Xinyu, Wu Mingsheng; shareholder supervisors as Chang Liang and Shen Yijing. Valuation Update With 7 Day Price Move • May 03
Investor sentiment improved over the past week After last week's 18% share price gain to CN¥24.41, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Logistics industry in China. Total loss to shareholders of 14% over the past year. Reported Earnings • Apr 28
First quarter 2022 earnings: EPS and revenues exceed analyst expectations First quarter 2022 results: EPS: CN¥0.68 (up from CN¥0.29 in 1Q 2021). Revenue: CN¥359.3m (up 18% from 1Q 2021). Net income: CN¥90.9m (up 45% from 1Q 2021). Profit margin: 25% (up from 21% in 1Q 2021). Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Over the next year, revenue is forecast to grow 23%, compared to a 27% growth forecast for the industry in China. Annuncio • Apr 27
Hichain Logistics Co.,Ltd. (SZSE:300873) announces an Equity Buyback for CNY 100 million worth of its shares. Hichain Logistics Co.,Ltd. (SZSE:300873) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its shares. The program will be valid for a period of 12 months. Annuncio • Mar 06
Hichain Logistics Co.,Ltd., Annual General Meeting, Mar 23, 2022 Hichain Logistics Co.,Ltd., Annual General Meeting, Mar 23, 2022, at 14:30 China Standard Time. Agenda: 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 annual report and its summary; to consider 2021 profit distribution plan; to consider 2021 special report on the deposit and use of raised funds; to consider reappointment of 2022 audit firm; to consider 2022 remuneration for directors, supervisors and senior management; and to consider amendments to the company's articles of association. Annuncio • Mar 05
Hichain Logistics Co.,Ltd. Proposes Final Cash Dividend for the Year 2021 Hichain Logistics Co.,Ltd. proposed final cash dividend per ten shares (tax included) of CNY 4.50000000 for the year 2021. Price Target Changed • Mar 04
Price target increased to CN¥65.70 Up from CN¥59.70, the current price target is an average from 2 analysts. New target price is 31% above last closing price of CN¥50.14. Stock is up 20% over the past year. The company is forecast to post earnings per share of CN¥2.53 for next year compared to CN¥2.32 last year. Reported Earnings • Mar 03
Full year 2021 earnings: EPS and revenues exceed analyst expectations Full year 2021 results: EPS: CN¥2.32 (up from CN¥1.75 in FY 2020). Revenue: CN¥1.47b (up 37% from FY 2020). Net income: CN¥309.3m (up 59% from FY 2020). Profit margin: 21% (up from 18% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Over the next year, revenue is forecast to grow 25%, compared to a 34% growth forecast for the industry in China. Valuation Update With 7 Day Price Move • Feb 24
Investor sentiment improved over the past week After last week's 15% share price gain to CN¥54.45, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 23x in the Logistics industry in China. Total returns to shareholders of 18% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥75.94 per share. Price Target Changed • Oct 25
Price target increased to CN¥59.70 Up from CN¥55.76, the current price target is an average from 3 analysts. New target price is 15% above last closing price of CN¥52.09. Stock is down 12% over the past year. The company is forecast to post earnings per share of CN¥1.94 for next year compared to CN¥1.75 last year. Reported Earnings • Oct 23
Third quarter 2021 earnings released: EPS CN¥0.60 (vs CN¥0.44 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥380.2m (up 31% from 3Q 2020). Net income: CN¥80.4m (up 64% from 3Q 2020). Profit margin: 21% (up from 17% in 3Q 2020). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Aug 09
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥48.03, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Logistics industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥44.36 per share. Reported Earnings • Jul 28
Second quarter 2021 earnings released The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥355.3m (up 32% from 2Q 2020). Net income: CN¥103.3m (up 76% from 2Q 2020). Profit margin: 29% (up from 22% in 2Q 2020). The increase in margin was driven by higher revenue. Reported Earnings • Apr 25
First quarter 2021 earnings released: EPS CN¥0.47 (vs CN¥0.37 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥304.5m (up 54% from 1Q 2020). Net income: CN¥62.7m (up 70% from 1Q 2020). Profit margin: 21% (up from 19% in 1Q 2020). The increase in margin was driven by higher revenue. Is New 90 Day High Low • Mar 15
New 90-day low: CN¥38.28 The company is down 16% from a price of CN¥45.70 on 15 December 2020. Underperformed the Chinese market, which is flat over the last 90 days. Lagged the Logistics industry, which is up 8.0% over the same period. Annuncio • Mar 04
Hichain Logistics Co.,Ltd., Annual General Meeting, Mar 23, 2021 Hichain Logistics Co.,Ltd., Annual General Meeting, Mar 23, 2021, at 14:30 China Standard Time. Agenda: To consider 2020 work report of the board of directors; to consider 2020 work report of the supervisory committee; to consider 2020 annual accounts; to consider 2020 annual report and its summary; to consider 2020 profit distribution plan; to consider 2020 special report on the deposit and use of raised funds; to consider Reappointment of 2021 audit firm; and to consider 2021 remuneration for directors, supervisors and senior management. Annuncio • Jan 22
Hichain Logistics Co.,Ltd. to Report Fiscal Year 2020 Results on Mar 02, 2021 Hichain Logistics Co.,Ltd. announced that they will report fiscal year 2020 results on Mar 02, 2021 Is New 90 Day High Low • Jan 11
New 90-day low: CN¥38.42 The company is down 27% from its price of CN¥52.31 on 13 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is down 3.0% over the same period. Is New 90 Day High Low • Dec 12
New 90-day low: CN¥46.00 The company is down 4.0% from its price of CN¥47.70 on 11 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Logistics industry, which is down 5.0% over the same period. Reported Earnings • Oct 28
Third quarter earnings released Over the last 12 months the company has reported total profits of CN¥181.9m, up 56% from the prior year. Total revenue was CN¥1.01b over the last 12 months, up 14% from the prior year. Valuation Update With 7 Day Price Move • Oct 14
Market bids up stock over the past week After last week's 17% share price gain to CN¥54.37, the stock is trading at a trailing P/E ratio of 31.7x, up from the previous P/E ratio of 26.9x. This compares to an average P/E of 36x in the Logistics industry in China. 
