Annuncio • Mar 30
DEPPON LOGISTICS Co., LTD. to Report Q1, 2026 Results on Apr 30, 2026 DEPPON LOGISTICS Co., LTD. announced that they will report Q1, 2026 results on Apr 30, 2026 Annuncio • Jan 30
Deppon Logistics Co., Ltd. Provides Preliminary Unaudited Consolidated Earnings Guidance for the Year Ended December 31, 2025 Deppon Logistics Co., Ltd. provided preliminary unaudited consolidated earnings guidance for the year ended December 31, 2025. For the year, based on preliminary assessment of the unaudited consolidated management accounts, Deppon expects that its (1) unaudited net loss attributable to shareholders of Deppon for the year ended December 31, 2025 will be ranging from approximately RMB 439.0 million to RMB 539.0 million, representing a turnaround from profit to loss as compared to the corresponding period of last year (2024: profit of RMB 860.6 million), and (2) unaudited net loss attributable to shareholders of Deppon after deduction of non-recurring profit and loss for the year ended December 31, 2025 will be ranging from approximately RMB 528.1 million to RMB 628.1 million, representing a turnaround from profit to loss as compared to the corresponding period of last year (2024: profit of RMB 636.8 million). The expected turnaround from profit to loss in Deppon’s results was mainly due to the dual effect of the external environment and the adjustments to internal operating strategy. In respect of the external environment, customers such as upstream manufacturers and trading companies had increasing demand for control on logistics costs, which imposed greater downward pressure on prices to the overall industry. In respect of the internal operations, Deppon had always adhered to the “customer-first” business philosophy. On the one hand, to better ensure customer delivery experience during the Spring Festival holiday, in the first quarter of 2025 Deppon stepped up efforts to retain front-line personnel and allocate resources to ensure the smooth operation of cargo transportation. On the other hand, to strengthen the competitiveness of its core products, Deppon had increased its strategic resource investment in transportation capacity and manpower since the third quarter of 2025. For transportation capacity, to ensure timely and efficient delivery, Deppon had increased the frequency of departures, which led to the year-over-year increase in trunk and branch line transportation, and the fuel and toll fees as well as outsourcing costs for trunk and branch lines had also increased correspondingly. For manpower, Deppon had increased its contribution in manpower resources to ensure service quality and improve collection and delivery capabilities and time efficiency. In addition, Deppon also increased employee benefits by measures such as raising certain commission standards and optimizing reward and punishment mechanisms to enhance employees’ sense of belonging, so as to constantly improve customer service quality. During the reporting period, market competition and resource investment exerted periodic pressure on Deppon’s operating results. However, with the steady progress of Deppon’s various measures for cost reduction and efficiency improvement, customer experience indicators continued to improve, which is beneficial to long-term sustainable development in the future. Annuncio • Dec 26
DEPPON LOGISTICS Co., LTD. to Report Fiscal Year 2025 Results on Apr 23, 2026 DEPPON LOGISTICS Co., LTD. announced that they will report fiscal year 2025 results on Apr 23, 2026 Annuncio • Sep 30
DEPPON LOGISTICS Co., LTD. to Report Q3, 2025 Results on Oct 31, 2025 DEPPON LOGISTICS Co., LTD. announced that they will report Q3, 2025 results on Oct 31, 2025 Annuncio • Jun 30
DEPPON LOGISTICS Co., LTD. to Report First Half, 2025 Results on Aug 15, 2025 DEPPON LOGISTICS Co., LTD. announced that they will report first half, 2025 results on Aug 15, 2025 Annuncio • Apr 25
DEPPON LOGISTICS Co., LTD., Annual General Meeting, May 16, 2025 DEPPON LOGISTICS Co., LTD., Annual General Meeting, May 16, 2025, at 14:30 China Standard Time. Location: No. 316, Xuxiang Road, Xujing Town, Qingpu District, Shanghai China Annuncio • Mar 28
DEPPON LOGISTICS Co., LTD. to Report Q1, 2025 Results on Apr 25, 2025 DEPPON LOGISTICS Co., LTD. announced that they will report Q1, 2025 results on Apr 25, 2025 Annuncio • Dec 27
DEPPON LOGISTICS Co., LTD. to Report Fiscal Year 2024 Results on Apr 25, 2025 DEPPON LOGISTICS Co., LTD. announced that they will report fiscal year 2024 results on Apr 25, 2025 Reported Earnings • Oct 31
Third quarter 2024 earnings released: EPS: CN¥0.18 (vs CN¥0.22 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.18 (down from CN¥0.22 in 3Q 2023). Revenue: CN¥9.85b (up 1.0% from 3Q 2023). Net income: CN¥184.2m (down 19% from 3Q 2023). Profit margin: 1.9% (down from 2.3% in 3Q 2023). Revenue is forecast to grow 11% 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 45% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. New Risk • Oct 09
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. 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. Annuncio • Sep 30
DEPPON LOGISTICS Co., LTD. to Report Q3, 2024 Results on Oct 31, 2024 DEPPON LOGISTICS Co., LTD. announced that they will report Q3, 2024 results on Oct 31, 2024 Valuation Update With 7 Day Price Move • Sep 27
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥14.30, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Logistics industry in China. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥15.65 per share. Buy Or Sell Opportunity • Sep 12
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 12% to CN¥12.24. The fair value is estimated to be CN¥15.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 79% in the next 2 years. Reported Earnings • Aug 16
Second quarter 2024 earnings released: EPS: CN¥0.24 (vs CN¥0.17 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.24 (up from CN¥0.17 in 2Q 2023). Revenue: CN¥9.15b (up 11% from 2Q 2023). Net income: CN¥240.1m (up 41% from 2Q 2023). Profit margin: 2.6% (up from 2.1% in 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Annuncio • Jun 28
DEPPON LOGISTICS Co., LTD. to Report First Half, 2024 Results on Aug 16, 2024 DEPPON LOGISTICS Co., LTD. announced that they will report first half, 2024 results on Aug 16, 2024 Reported Earnings • Apr 30
First quarter 2024 earnings released: EPS: CN¥0.09 (vs CN¥0.07 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.09 (up from CN¥0.07 in 1Q 2023). Revenue: CN¥9.30b (up 25% from 1Q 2023). Net income: CN¥92.8m (up 28% from 1Q 2023). Profit margin: 1.0% (in line with 1Q 2023). Revenue is forecast to grow 13% 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 31% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Annuncio • Apr 29
DEPPON LOGISTICS Co., LTD., Annual General Meeting, Jun 05, 2024 DEPPON LOGISTICS Co., LTD., Annual General Meeting, Jun 05, 2024, at 14:30 China Standard Time. Location: No. 316, Xuxiang Road, Xujing Town, Qingpu District, Shanghai China Annuncio • Mar 30
DEPPON LOGISTICS Co., LTD. to Report Q1, 2024 Results on Apr 27, 2024 DEPPON LOGISTICS Co., LTD. announced that they will report Q1, 2024 results on Apr 27, 2024 Reported Earnings • Mar 10
Full year 2023 earnings released: EPS: CN¥0.73 (vs CN¥0.64 in FY 2022) Full year 2023 results: EPS: CN¥0.73 (up from CN¥0.64 in FY 2022). Revenue: CN¥36.3b (up 16% from FY 2022). Net income: CN¥745.7m (up 15% from FY 2022). Profit margin: 2.1% (in line with FY 2022). Revenue is forecast to grow 9.5% 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 23% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Annuncio • Dec 30
DEPPON LOGISTICS Co., LTD. to Report Fiscal Year 2023 Results on Apr 27, 2024 DEPPON LOGISTICS Co., LTD. announced that they will report fiscal year 2023 results on Apr 27, 2024 Reported Earnings • Nov 02
Third quarter 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.24 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.22 (down from CN¥0.24 in 3Q 2022). Revenue: CN¥9.75b (up 22% from 3Q 2022). Net income: CN¥228.5m (down 1.5% from 3Q 2022). Profit margin: 2.3% (down from 2.9% in 3Q 2022). Revenue is forecast to grow 11% 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 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Annuncio • Sep 30
DEPPON LOGISTICS Co., LTD. to Report Q3, 2023 Results on Oct 31, 2023 DEPPON LOGISTICS Co., LTD. announced that they will report Q3, 2023 results on Oct 31, 2023 Reported Earnings • Aug 17
Second quarter 2023 earnings released: EPS: CN¥0.17 (vs CN¥0.16 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.17. Revenue: CN¥8.28b (up 6.4% from 2Q 2022). Net income: CN¥170.2m (down 2.1% from 2Q 2022). Profit margin: 2.1% (in line with 2Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Logistics industry in China. Board Change • Aug 02
High number of new and inexperienced directors There are 3 new directors who have joined the board in the last 3 years. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. Independent Director Jie Chen is the most experienced director on the board, commencing their role in 2022. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Jul 03
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to CN¥16.24, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Logistics industry in China. Total returns to shareholders of 18% over the past three years. Annuncio • Jun 28
DEPPON LOGISTICS Co., LTD. to Report First Half, 2023 Results on Aug 17, 2023 DEPPON LOGISTICS Co., LTD. announced that they will report first half, 2023 results on Aug 17, 2023 Reported Earnings • Apr 22
Full year 2022 earnings released: EPS: CN¥0.64 (vs CN¥0.13 in FY 2021) Full year 2022 results: EPS: CN¥0.64 (up from CN¥0.13 in FY 2021). Revenue: CN¥31.4b (flat on FY 2021). Net income: CN¥648.8m (up 354% from FY 2021). Profit margin: 2.1% (up from 0.5% in FY 2021). Revenue is forecast to grow 8.3% 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, earnings per share has fallen by 8% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings. Reported Earnings • Feb 14
Third quarter 2022 earnings released: EPS: CN¥0.24 (vs CN¥0.01 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.24 (up from CN¥0.01 in 3Q 2021). Revenue: CN¥8.02b (up 4.5% from 3Q 2021). Net income: CN¥232.0m (up CN¥219.8m from 3Q 2021). Profit margin: 2.9% (up from 0.2% in 3Q 2021). Revenue is forecast to grow 7.9% 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 19% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings. Board Change • Nov 16
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. 4 experienced directors. No highly experienced directors. Director Luis Imaz was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Oct 29
Third quarter 2022 earnings released: EPS: CN¥0.28 (vs CN¥0.01 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.28 (up from CN¥0.01 in 3Q 2021). Revenue: CN¥8.02b (up 4.5% from 3Q 2021). Net income: CN¥256.4m (up CN¥244.1m from 3Q 2021). Profit margin: 3.2% (up from 0.2% in 3Q 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Reported Earnings • Apr 28
First quarter 2022 earnings released: CN¥0.08 loss per share (vs CN¥0.01 profit in 1Q 2021) First quarter 2022 results: CN¥0.08 loss per share (down from CN¥0.01 profit in 1Q 2021). Revenue: CN¥7.02b (down 4.8% from 1Q 2021). Net loss: CN¥79.6m (down CN¥90.4m from profit in 1Q 2021). Over the next year, revenue is forecast to grow 17%, compared to a 27% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Apr 02
Investor sentiment deteriorated over the past week After last week's 21% share price decline to CN¥16.00, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 19x in the Logistics industry in China. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.27 per share. Buying Opportunity • Mar 23
Now 25% undervalued Over the last 90 days, the stock is up 74%. The fair value is estimated to be CN¥23.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has declined by 11% per annum over the last 3 years. Valuation Update With 7 Day Price Move • Mar 18
Investor sentiment improved over the past week After last week's 46% share price gain to CN¥18.54, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 18x in the Logistics industry in China. Total returns to shareholders of 3.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.51 per share. Valuation Update With 7 Day Price Move • Feb 26
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥12.66, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 23x in the Logistics industry in China. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥22.44 per share. Reported Earnings • Oct 31
Third quarter 2021 earnings released: EPS CN¥0.01 (vs CN¥0.15 in 3Q 2020) The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥7.67b (up 4.6% from 3Q 2020). Net income: CN¥12.2m (down 91% from 3Q 2020). Profit margin: 0.2% (down from 1.9% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings. Valuation Update With 7 Day Price Move • Sep 07
Investor sentiment improved over the past week After last week's 15% share price gain to CN¥11.14, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Logistics industry in China. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥19.91 per share. Reported Earnings • Aug 28
Second quarter 2021 earnings released: EPS CN¥0.01 (vs CN¥0.24 in 2Q 2020) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥7.52b (up 5.9% from 2Q 2020). Net income: CN¥4.88m (down 98% from 2Q 2020). Profit margin: 0.1% (down from 3.5% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings. Reported Earnings • Apr 28
First quarter 2021 earnings released: EPS CN¥0.01 (vs CN¥0.10 loss in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥7.37b (up 63% from 1Q 2020). Net income: CN¥10.8m (up CN¥103.2m from 1Q 2020). Profit margin: 0.1% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Valuation Update With 7 Day Price Move • Jan 20
Investor sentiment improved over the past week After last week's 15% share price gain to CN¥14.56, the stock is trading at a trailing P/E ratio of 27.8x, up from the previous P/E ratio of 24.1x. This compares to an average P/E of 28x in the Logistics industry in China. Total returns to shareholders over the past year are 35%. Is New 90 Day High Low • Dec 12
New 90-day low: CN¥13.23 The company is down 17% from its price of CN¥15.85 on 11 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 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥5.35 per share. Is New 90 Day High Low • Nov 17
New 90-day low: CN¥13.60 The company is down 15% from its price of CN¥15.95 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¥4.61 per share. Reported Earnings • Oct 29
Third quarter earnings released Over the last 12 months the company has reported total profits of CN¥508.6m, up 44% from the prior year. Total revenue was CN¥26.4b over the last 12 months, up 3.9% from the prior year.